Investors Group
Industry: Asset management company
DescriptionIGM 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.
Investors Group Salaries. You can even request information on how much does Investors Group pay if you want to. Learn about salaries, pros and cons of working for Investors Group directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
763 Investors Group employees in database. Find out everything there's to know about Investors Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Investors Group Employees
Employee
Years
Job
Industry
Marta Milic Marta Milic's Investors Group Experience January 2012 - April 2012
Job Client Information Services Specialist at Nielsen
Industry Marketing and Advertising
Experience
Nielsen August 2015 - Present
Delta2 Technologies March 2012 - Present
GMR Marketing April 2010 - Present
BOOM! Marketing January 2011 - June 2015
Match Marketing 2010 - December 2014
Speed XM October 2011 - December 2013
Black Chalk Marketing December 2011 - April 2013
Splash Modelling Marketing Inc. December 2010 - September 2012
Investors Group January 2012 - April 2012
University of Toronto July 2008 - September 2010
Skills
Live Events, Product Marketing, Financial Analysis, Team Leadership, Experiential Events, Marketing Strategy, Marketing Communications, Healthcare, Childhood Obesity, Injury Treatment, Strength & Conditioning, Supervising, Mentoring, Youth Mentoring, Youth Engagement, Social Media Marketing, Direct Marketing, Corporate Events, Communication, Business Communications, Market Research, Personal Training, Marketing, Relationship Marketing, Event Planning, Social Media, Facebook, Brand Awareness, Strategy, Time Management
Education
George Brown College 2011 — 2012
Ontario College Graduate Certificate (Honours), Strategic Relationship Marketing
University of Toronto 2005 — 2009
BPHE, Physical Health and Education
North Toronto Collegiate Institute
Nielsen August 2015 - Present
Delta2 Technologies March 2012 - Present
GMR Marketing April 2010 - Present
BOOM! Marketing January 2011 - June 2015
Match Marketing 2010 - December 2014
Speed XM October 2011 - December 2013
Black Chalk Marketing December 2011 - April 2013
Splash Modelling Marketing Inc. December 2010 - September 2012
Investors Group January 2012 - April 2012
University of Toronto July 2008 - September 2010
Skills
Live Events, Product Marketing, Financial Analysis, Team Leadership, Experiential Events, Marketing Strategy, Marketing Communications, Healthcare, Childhood Obesity, Injury Treatment, Strength & Conditioning, Supervising, Mentoring, Youth Mentoring, Youth Engagement, Social Media Marketing, Direct Marketing, Corporate Events, Communication, Business Communications, Market Research, Personal Training, Marketing, Relationship Marketing, Event Planning, Social Media, Facebook, Brand Awareness, Strategy, Time Management
Education
George Brown College 2011 — 2012
Ontario College Graduate Certificate (Honours), Strategic Relationship Marketing
University of Toronto 2005 — 2009
BPHE, Physical Health and Education
North Toronto Collegiate Institute
Ikukumu Mpia Ikukumu Mpia's Investors Group Experience May 2000 - June 2002
Job Advisory Manager at EY Société d'Avocats
Industry Banking
Experience
EY RDC October 2013 - Present
Orange RDC May 2013 - October 2013
Ecobank RDC July 2009 - August 2010
Ecobank RDC December 2008 - July 2009
American Express March 2005 - August 2008
Fédération des Caisses Populaires Desjardins July 2002 - July 2003
Investors Group May 2000 - June 2002
Royal Bank of Canada RBC November 1998 - May 2000
Skills
Banking, Product Marketing, Market Analysis, Management, Competitive Analysis, Accounting, Product Management, Mutual Funds, Retail Banking, Analysis, Team Leadership, Business Strategy, Risk Management, Finance, Mergers & Acquisitions, Project Management, Financial Analysis, Portfolio Management, Management Consulting, Team Management
Education
Université du Québec à Montréal / UQAM 2015 — 2019
Master of Business Administration (MBA), Marketing/Marketing Management, General
Estrella Mountain Community College 2012 — 2014
Associate of Science (A.S.), Accounting, 4/4
University of Quebec in Montreal (CANADA) 1995 — 1998
Bachelor of Business Administration (B.B.A.), Marketing., A
College Français de Montréal (CANADA) 1994 — 1995
Associate's degree, Human Sciences
Loupiots
EY RDC October 2013 - Present
Orange RDC May 2013 - October 2013
Ecobank RDC July 2009 - August 2010
Ecobank RDC December 2008 - July 2009
American Express March 2005 - August 2008
Fédération des Caisses Populaires Desjardins July 2002 - July 2003
Investors Group May 2000 - June 2002
Royal Bank of Canada RBC November 1998 - May 2000
Skills
Banking, Product Marketing, Market Analysis, Management, Competitive Analysis, Accounting, Product Management, Mutual Funds, Retail Banking, Analysis, Team Leadership, Business Strategy, Risk Management, Finance, Mergers & Acquisitions, Project Management, Financial Analysis, Portfolio Management, Management Consulting, Team Management
Education
Université du Québec à Montréal / UQAM 2015 — 2019
Master of Business Administration (MBA), Marketing/Marketing Management, General
Estrella Mountain Community College 2012 — 2014
Associate of Science (A.S.), Accounting, 4/4
University of Quebec in Montreal (CANADA) 1995 — 1998
Bachelor of Business Administration (B.B.A.), Marketing., A
College Français de Montréal (CANADA) 1994 — 1995
Associate's degree, Human Sciences
Loupiots
Patrick Cushion Patrick Cushion's Investors Group Experience August 2012 - Present
Job Certified Financial Planner at Investors Group
Industry Financial Services
Experience
Investors Group August 2012 - Present
Skills
Wealth Management, Financial Planning, Investments, Tax, Retirement, Portfolio Management, Financial Planners, Business Analysis, Investment Strategies, Risk Management, Mutual Funds, Financial Services, Estate Planning, Finance, Financial Advisory
Education
Keele University
BA Hons, Economics & Political Science
Investors Group August 2012 - Present
Skills
Wealth Management, Financial Planning, Investments, Tax, Retirement, Portfolio Management, Financial Planners, Business Analysis, Investment Strategies, Risk Management, Mutual Funds, Financial Services, Estate Planning, Finance, Financial Advisory
Education
Keele University
BA Hons, Economics & Political Science
Doug Jarrett Doug Jarrett's Investors Group Experience January 1995 - December 1999
Job Global adventurer, accomplished and dedicated business professional.
Industry Education Management
Experience
Sun Life Financial July 2012 - Present
Sun Life Financial February 2005 - September 2009
Four Cornerstones Wealth Management Inc. January 2000 - September 2004
Investors Group January 1995 - December 1999
Skills
Sales, Employee Benefits, Relationship Management, Pensions, Strategic Planning, Business Strategy, Education Strategy, Volunteering, Retirement Planning, Retirement Plan..., Insurance, Investments, Personal Financial..., Estate Planning, Financial Education, Coaching, Financial Services, Mutual Funds, Asset Allocation, Financial Advisory, Health Insurance, Wealth Management, Disability Insurance, Adult Education, Non-profit Volunteer, Training, Term Life Insurance, Benefits Administration, Retirement, Strategic Financial..., Life Insurance, Fixed Annuities, CRM, Financial Planners, Defined Benefit, Portfolio Management, Long-term Care, Small Business, Leadership, Interviews, Workshop Facilitation, Leadership Development, Employee Training, Team Building, Investment Strategies, Time Management, Succession Planning, Instructional Design, Recruiting, Human Resources
Education
Dalhousie University 2005 — 2009
Retirement Plans Associate (RPA)
Mount Royal University
Adult Educator Certificate
Canadian Securities Institute 1995 — 2001
Canadian Securities Course
Advocis 1995 — 2001
Life License Qualification Program (LLQP) Full
Investment Funds Institute of Canada
Sun Life Financial July 2012 - Present
Sun Life Financial February 2005 - September 2009
Four Cornerstones Wealth Management Inc. January 2000 - September 2004
Investors Group January 1995 - December 1999
Skills
Sales, Employee Benefits, Relationship Management, Pensions, Strategic Planning, Business Strategy, Education Strategy, Volunteering, Retirement Planning, Retirement Plan..., Insurance, Investments, Personal Financial..., Estate Planning, Financial Education, Coaching, Financial Services, Mutual Funds, Asset Allocation, Financial Advisory, Health Insurance, Wealth Management, Disability Insurance, Adult Education, Non-profit Volunteer, Training, Term Life Insurance, Benefits Administration, Retirement, Strategic Financial..., Life Insurance, Fixed Annuities, CRM, Financial Planners, Defined Benefit, Portfolio Management, Long-term Care, Small Business, Leadership, Interviews, Workshop Facilitation, Leadership Development, Employee Training, Team Building, Investment Strategies, Time Management, Succession Planning, Instructional Design, Recruiting, Human Resources
Education
Dalhousie University 2005 — 2009
Retirement Plans Associate (RPA)
Mount Royal University
Adult Educator Certificate
Canadian Securities Institute 1995 — 2001
Canadian Securities Course
Advocis 1995 — 2001
Life License Qualification Program (LLQP) Full
Investment Funds Institute of Canada
Angela C. (Angie) Wittmann, CFP's Investors Group Experience 1999 - 2002
Job Senior Account Manager at BDC ★ Commercial Financing ★ Consulting ★ Subordinate Financing ★ Venture Capital ★ Manitoba
Industry Banking
Experience
BDC February 2014 - Present
Assiniboine Credit Union April 2011 - January 2014
Assiniboine Credit Union February 2005 - April 2011
Edward Jones January 2002 - December 2004
Investors Group 1999 - 2002
Investors Group July 1987 - December 1999
Skills
Certified Financial..., Financial Analysis, Financial Statement..., Superior Client Service, Commercial Banking, Lines Of Credit, Equipment Loans, Business Loans, Investment Property..., Commercial Mortgages, Volunteering, Fundraising, Client Services, Loans, Mutual Funds, Commercial Lending, Credit, Strategic Financial..., Risk Management, Financial Services, Investments, Banking, Training, Leadership, Public Speaking
Education
Dalhousie University 2012 — 2012
Commercial Mortgage Lending
Dalhousie University 2010 — 2010
Commercial Lending
Dalhousie University 2013 — 2014
The Credit Union System
Canadian Securities Institute 2002 — 2003
Canadian Securities Course
Financial Planners Standards Council 1996 — 1996
Certified Financial Planner designation
Canadian Institute of Financial Planning 1994 — 1994
Chartered Financial Planner designation
Canadian Securities Institute
Professional Financial Planning Course
Canadian Securities Institute
Conduct & Practices Course
BDC February 2014 - Present
Assiniboine Credit Union April 2011 - January 2014
Assiniboine Credit Union February 2005 - April 2011
Edward Jones January 2002 - December 2004
Investors Group 1999 - 2002
Investors Group July 1987 - December 1999
Skills
Certified Financial..., Financial Analysis, Financial Statement..., Superior Client Service, Commercial Banking, Lines Of Credit, Equipment Loans, Business Loans, Investment Property..., Commercial Mortgages, Volunteering, Fundraising, Client Services, Loans, Mutual Funds, Commercial Lending, Credit, Strategic Financial..., Risk Management, Financial Services, Investments, Banking, Training, Leadership, Public Speaking
Education
Dalhousie University 2012 — 2012
Commercial Mortgage Lending
Dalhousie University 2010 — 2010
Commercial Lending
Dalhousie University 2013 — 2014
The Credit Union System
Canadian Securities Institute 2002 — 2003
Canadian Securities Course
Financial Planners Standards Council 1996 — 1996
Certified Financial Planner designation
Canadian Institute of Financial Planning 1994 — 1994
Chartered Financial Planner designation
Canadian Securities Institute
Professional Financial Planning Course
Canadian Securities Institute
Conduct & Practices Course
Jeffrey Law Jeffrey Law's Investors Group Experience February 2014 - April 2014
Job HR Intern at WhiteWater West Industries Ltd
Industry Human Resources
Experience
WhiteWater West Industries Ltd May 2014 - Present
Investors Group February 2014 - April 2014
Urban Rec January 2012 - January 2014
Auto West BMW July 2007 - August 2011
Skills
Recruiting, Customer Service, Time Management, Teamwork, Microsoft Office, Human Resources, Training, Leadership, Management, Team Leadership, Microsoft Word, Microsoft Excel, Public Speaking
Education
Kwantlen Polytechnic University 2012 — 2014
Bachelor of Business Administration (BBA), Major in Human Resources
Kwantlen Polytechnic University 2009 — 2012
Diploma, Business Management
David Thompson
WhiteWater West Industries Ltd May 2014 - Present
Investors Group February 2014 - April 2014
Urban Rec January 2012 - January 2014
Auto West BMW July 2007 - August 2011
Skills
Recruiting, Customer Service, Time Management, Teamwork, Microsoft Office, Human Resources, Training, Leadership, Management, Team Leadership, Microsoft Word, Microsoft Excel, Public Speaking
Education
Kwantlen Polytechnic University 2012 — 2014
Bachelor of Business Administration (BBA), Major in Human Resources
Kwantlen Polytechnic University 2009 — 2012
Diploma, Business Management
David Thompson
Tommy Guo Tommy Guo's Investors Group Experience May 2011 - September 2011
Job Derivatives trader open to new opportunities
Industry Financial Services
Experience
Akuna Capital February 2014 - Present
Eze Software Group May 2013 - August 2013
Investors Group May 2011 - September 2011
College Pro May 2010 - September 2010
Skills
C++, C#, C, Java, HTML, SQL, Microsoft Office, Visual Studio, SQL Server Management..., Matlab, SAS, SAS programming, Stata, R, Stochastic Calculus, Stochastic Modeling, Stochastic Processes, Stochastic Programming, Real Analysis, Time Series Analysis, Regression Analysis, Multivariable Calculus, Trading Systems, JavaScript, Apache Velocity, VTL, Databases, Python
Education
Georgia Institute of Technology 2012 — 2013
Master of Science (M.Sc.), Quantitative and Computational Finance, CGPA: 3.8/4.0
University of Toronto 2008 — 2012
Bachelor of Science (B.Sc.), Applied Mathematics in Finance and Economics, Major GPA: 3.7/4.0
Akuna Capital February 2014 - Present
Eze Software Group May 2013 - August 2013
Investors Group May 2011 - September 2011
College Pro May 2010 - September 2010
Skills
C++, C#, C, Java, HTML, SQL, Microsoft Office, Visual Studio, SQL Server Management..., Matlab, SAS, SAS programming, Stata, R, Stochastic Calculus, Stochastic Modeling, Stochastic Processes, Stochastic Programming, Real Analysis, Time Series Analysis, Regression Analysis, Multivariable Calculus, Trading Systems, JavaScript, Apache Velocity, VTL, Databases, Python
Education
Georgia Institute of Technology 2012 — 2013
Master of Science (M.Sc.), Quantitative and Computational Finance, CGPA: 3.8/4.0
University of Toronto 2008 — 2012
Bachelor of Science (B.Sc.), Applied Mathematics in Finance and Economics, Major GPA: 3.7/4.0
Julian Halim Julian Halim's Investors Group Experience May 2013 - May 2013
Job Logistics Manager at BBM Battery Inc.
Industry Logistics and Supply Chain
Experience
BBM Battery Inc. August 2014 - Present
Al Lago Ristorante Italian Fine Dining Restaurant July 2013 - January 2015
Investors Group May 2013 - May 2013
Quintessence International Group (S) Pte Ltd February 2012 - May 2012
Hungry Jack's Australia Pty Ltd June 2008 - July 2008
Woolworths Limited March 2007 - November 2007
Skills
Supply Chain Management, Microsoft Excel, Logistics, Procurement, Warehousing, Purchasing, MYOB, Risk Management, Financial Analysis, PowerPoint, Microsoft Word, Financial Modeling, Canadian Securities..., Strategic Financial..., Corporate Finance, Customer Service, Photoshop, Microsoft Office, Accounting, Financial Planners, Asset Management, Strategic Investment, Estate Planning, Financial Accounting, Management Accounting, Auditing, Retirement Planning, Taxations, Insurance, Consumer Behaviour, Dimensions of..., Income Tax, Canadian Income Tax, Entrepreneurship, Economics, Transportation, Production Planning, Quality Management, International Trade, International Logistics, MapPoint, Visio, Demand Forecasting, Supplier Sourcing, Strategic Sourcing, SAP, Aggregate Planning, Business Process, Logistics Technology, Distribution Strategies
Education
Humber College 2013 — 2014
Postgraduate Program, Supply Chain Management, Honours Standing (Cumulative Program GPA of 90.2)
Humber College 2012 — 2013
Postgraduate Program, Financial Planning, Honours Standing (Cumulative Program GPA of 84.6)
Peking University 2011 — 2011
Mandarin Language Intenstive Course
The University of Western Australia 2008 — 2010
Bachelor of Commerce (B.Com.), Financial Accounting, Managerial Accounting, Entrepreneurship & Innovation
Canning College 2007 — 2008
Diploma of Commerce & Certificate IV in Commerce, Commerce
Gan Eng Seng School 2003 — 2005
O Level
SLTP Kr. Petra 2 2001 — 2002
Junior High School Grade 7
BBM Battery Inc. August 2014 - Present
Al Lago Ristorante Italian Fine Dining Restaurant July 2013 - January 2015
Investors Group May 2013 - May 2013
Quintessence International Group (S) Pte Ltd February 2012 - May 2012
Hungry Jack's Australia Pty Ltd June 2008 - July 2008
Woolworths Limited March 2007 - November 2007
Skills
Supply Chain Management, Microsoft Excel, Logistics, Procurement, Warehousing, Purchasing, MYOB, Risk Management, Financial Analysis, PowerPoint, Microsoft Word, Financial Modeling, Canadian Securities..., Strategic Financial..., Corporate Finance, Customer Service, Photoshop, Microsoft Office, Accounting, Financial Planners, Asset Management, Strategic Investment, Estate Planning, Financial Accounting, Management Accounting, Auditing, Retirement Planning, Taxations, Insurance, Consumer Behaviour, Dimensions of..., Income Tax, Canadian Income Tax, Entrepreneurship, Economics, Transportation, Production Planning, Quality Management, International Trade, International Logistics, MapPoint, Visio, Demand Forecasting, Supplier Sourcing, Strategic Sourcing, SAP, Aggregate Planning, Business Process, Logistics Technology, Distribution Strategies
Education
Humber College 2013 — 2014
Postgraduate Program, Supply Chain Management, Honours Standing (Cumulative Program GPA of 90.2)
Humber College 2012 — 2013
Postgraduate Program, Financial Planning, Honours Standing (Cumulative Program GPA of 84.6)
Peking University 2011 — 2011
Mandarin Language Intenstive Course
The University of Western Australia 2008 — 2010
Bachelor of Commerce (B.Com.), Financial Accounting, Managerial Accounting, Entrepreneurship & Innovation
Canning College 2007 — 2008
Diploma of Commerce & Certificate IV in Commerce, Commerce
Gan Eng Seng School 2003 — 2005
O Level
SLTP Kr. Petra 2 2001 — 2002
Junior High School Grade 7
Wade Karfor, CFP, CLU Wade Karfor, CFP, CLU's Investors Group Experience September 2012 - Present
Job Financial Consultant
Industry Financial Services
Experience
Investors Group September 2012 - Present
RBC Royal Bank October 2009 - September 2012
Investors Group Financial Services Inc. September 2007 - February 2009
Skills
Risk Management, Financial Analysis, Credit, Banking, Strategic Financial..., Mutual Funds, Credit Analysis, Strategic Planning, Mortgage Lending, Budgets, Customer Service, Investments, Estate Planning, Retirement Planning, Portfolio Management, Cash Management, Finance, Financial Planners, Wealth Management, Accounting, Investment Advisory, Investment Strategies, Equities, Retirement, Financial Risk, Management, Insurance, Personal Finance, Relationship Management, Financial Planning
Education
Sheridan College 2007 — 2009
Business Finance, Finance
Humber College 1998 — 2001
Professional Golf Management, Business Administration and Management, General
Investors Group September 2012 - Present
RBC Royal Bank October 2009 - September 2012
Investors Group Financial Services Inc. September 2007 - February 2009
Skills
Risk Management, Financial Analysis, Credit, Banking, Strategic Financial..., Mutual Funds, Credit Analysis, Strategic Planning, Mortgage Lending, Budgets, Customer Service, Investments, Estate Planning, Retirement Planning, Portfolio Management, Cash Management, Finance, Financial Planners, Wealth Management, Accounting, Investment Advisory, Investment Strategies, Equities, Retirement, Financial Risk, Management, Insurance, Personal Finance, Relationship Management, Financial Planning
Education
Sheridan College 2007 — 2009
Business Finance, Finance
Humber College 1998 — 2001
Professional Golf Management, Business Administration and Management, General
Leon Sutton Leon Sutton's Investors Group Experience April 2003 - Present
Job Financial Planner at Investors Group
Industry Financial Services
Experience
Investors Group April 2003 - Present
Skills
Retirement Planning, Mutual Funds
Education
Laurentian University/Université Laurentienne
B.A., Economics
Rawlinson
Investors Group April 2003 - Present
Skills
Retirement Planning, Mutual Funds
Education
Laurentian University/Université Laurentienne
B.A., Economics
Rawlinson
Julian Panis Julian Panis's Investors Group Experience August 2014 - Present
Job Associate Consultant at Investors Group
Industry Financial Services
Experience
Investors Group August 2014 - Present
Moscrop Secondary School September 2001 - May 2015
Athletes World - AW LAB 2009 - 2013
Skills
Microsoft Office, Microsoft Word, Strategic Planning, Financial Analysis, Finance, Coaching, Analysis, Financial Services, Investments
Education
Douglas College
Business Administration and Management, General
Moscrop
Investors Group August 2014 - Present
Moscrop Secondary School September 2001 - May 2015
Athletes World - AW LAB 2009 - 2013
Skills
Microsoft Office, Microsoft Word, Strategic Planning, Financial Analysis, Finance, Coaching, Analysis, Financial Services, Investments
Education
Douglas College
Business Administration and Management, General
Moscrop
David Keppler's Investors Group Experience February 2013 - Present
Job Division Director/Financial Advisor Focused on Wealth Management and Consultant Development; FPSC Level 1 Certificant
Industry Financial Services
Experience
Investors Group February 2013 - Present
Investors Group Financial Services Inc. February 2010 - Present
Business Over Breakfast February 2011 - February 2013
ATCO Structures & Logistics July 2008 - August 2009
Boston Pizza 2002 - 2008
The Edmonton Sun May 2007 - October 2007
Skills
Investment Advisory, Insurance Planning, Risk Management, Social Networking, Business Planning, Strategic Financial..., Succession Planning, Estate Planning, Business Networking, Financial Planners, Money, Investments, Strategy, Management, Business Development, Finance, Insurance, Wealth, Sales, Small Business, Financial Services, Analysis, Personal Finance, Time Management, Retirement Planning, Financial Planning
Education
Concordia University College of Alberta 2004 — 2007
Bachelor of Arts, English, Education, and History
Jasper Place 1999 — 2002
Investors Group February 2013 - Present
Investors Group Financial Services Inc. February 2010 - Present
Business Over Breakfast February 2011 - February 2013
ATCO Structures & Logistics July 2008 - August 2009
Boston Pizza 2002 - 2008
The Edmonton Sun May 2007 - October 2007
Skills
Investment Advisory, Insurance Planning, Risk Management, Social Networking, Business Planning, Strategic Financial..., Succession Planning, Estate Planning, Business Networking, Financial Planners, Money, Investments, Strategy, Management, Business Development, Finance, Insurance, Wealth, Sales, Small Business, Financial Services, Analysis, Personal Finance, Time Management, Retirement Planning, Financial Planning
Education
Concordia University College of Alberta 2004 — 2007
Bachelor of Arts, English, Education, and History
Jasper Place 1999 — 2002
Hillary Kang Hillary Kang's Investors Group Experience January 2013 - April 2013
Job SERA Researcher
Industry Higher Education
Experience
The University of British Columbia September 2013 - April 2014
Sauder School of Business at UBC September 2013 - April 2014
Heart of the City Piano Program April 2013 - April 2014
COBS Bread July 2013 - October 2013
Imagine UBC August 2013 - September 2013
J.Crew May 2013 - June 2013
Heart of the City Piano Program January 2013 - April 2013
Investors Group January 2013 - April 2013
International Peer Program at University of British Columbia September 2011 - April 2012
Business Career Expo 2012 March 2012 - March 2012
Skills
Microsoft Office, PowerPoint, Excel, Microsoft Excel, Event Planning, Time Management, Human Resources, Leadership, Teamwork, Sales, Customer Service, Data Analysis, Critical Thinking, Coaching
Education
The University of British Columbia 2011 — 2014
BCom, Commerce
Korea University 2012 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration, 96.4%
The University of British Columbia September 2013 - April 2014
Sauder School of Business at UBC September 2013 - April 2014
Heart of the City Piano Program April 2013 - April 2014
COBS Bread July 2013 - October 2013
Imagine UBC August 2013 - September 2013
J.Crew May 2013 - June 2013
Heart of the City Piano Program January 2013 - April 2013
Investors Group January 2013 - April 2013
International Peer Program at University of British Columbia September 2011 - April 2012
Business Career Expo 2012 March 2012 - March 2012
Skills
Microsoft Office, PowerPoint, Excel, Microsoft Excel, Event Planning, Time Management, Human Resources, Leadership, Teamwork, Sales, Customer Service, Data Analysis, Critical Thinking, Coaching
Education
The University of British Columbia 2011 — 2014
BCom, Commerce
Korea University 2012 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration, 96.4%
Gabriel Maheux's Investors Group Experience July 2012 - Present
Job Financial Advisor at Investors Group
Industry Research
Experience
Investors Group July 2012 - Present
CIBC May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Microsoft Office (Word,..., Communication, Planification de la..., Planification..., Assurance-vie / Life..., Assurance invalidité /..., Assurance maladie-grave..., Hypothèque / Mortgage, Service à la clientèle..., Investissements /..., Gestion de portefeuille..., Fonds mutuel / Mutual..., Finance, Investments, Portfolio Management, Financial Planning, Strategic Planning
Education
Université de Sherbrooke 2009 — 2011
M. Sc., Finance
2007 — 2009
BAA, Finance
Séminaire Salésien
Séminaire Salésien
Investors Group July 2012 - Present
CIBC May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Microsoft Office (Word,..., Communication, Planification de la..., Planification..., Assurance-vie / Life..., Assurance invalidité /..., Assurance maladie-grave..., Hypothèque / Mortgage, Service à la clientèle..., Investissements /..., Gestion de portefeuille..., Fonds mutuel / Mutual..., Finance, Investments, Portfolio Management, Financial Planning, Strategic Planning
Education
Université de Sherbrooke 2009 — 2011
M. Sc., Finance
2007 — 2009
BAA, Finance
Séminaire Salésien
Séminaire Salésien
Summer Li's Investors Group Experience April 2013 - August 2013
Job Student at Ivey Business School Western University
Industry Capital Markets
Experience
Investors Group April 2013 - August 2013
HaiYang Int Inc June 2012 - September 2012
Skills
Teamwork, Customer Service, Microsoft Excel, Financial Analysis, Leadership, Marketing, Accounting, Time Management, Analysis, Finance, Data Analysis
Education
Ivey Business School at Western University 2012 — 2014
Honors Business Administration with Distinction
The Ohio State University 2011 — 2012
Bachelor of Arts, Specialize in Finance
Investors Group April 2013 - August 2013
HaiYang Int Inc June 2012 - September 2012
Skills
Teamwork, Customer Service, Microsoft Excel, Financial Analysis, Leadership, Marketing, Accounting, Time Management, Analysis, Finance, Data Analysis
Education
Ivey Business School at Western University 2012 — 2014
Honors Business Administration with Distinction
The Ohio State University 2011 — 2012
Bachelor of Arts, Specialize in Finance
Rebecca Luo's Investors Group Experience May 2013 - September 2013
Job Hustler at Close.io
Industry Marketing and Advertising
Experience
Close.io May 2015 - August 2015
Nspire Innovation Network August 2013 - May 2015
Mississauga No.1 Arts and Culture Centre October 2009 - December 2014
Brick Street Software May 2014 - August 2014
The Pre-Business Students' Network September 2013 - February 2014
Investors Group May 2013 - September 2013
The Pre-Business Students' Network September 2012 - April 2013
Richard Ivey School of Business September 2012 - March 2013
Skills
Leadership, Teamwork, Time Management, Public Speaking, Research, Event Planning, Sales, Business Development, Negotiation, Strategic Planning, Proposal Writing, CRM, Marketing, Consulting, Management, Nonprofits
Education
Ivey Business School at Western University 2014 — 2016
Honors Business Administration
The University of Western Ontario 2012 — 2014
Honors Specialization in Finance, Business Administration and Management, General
St. Francis Xavier Secondary School 2008 — 2012
International Baccalaureate Diploma Program
Close.io May 2015 - August 2015
Nspire Innovation Network August 2013 - May 2015
Mississauga No.1 Arts and Culture Centre October 2009 - December 2014
Brick Street Software May 2014 - August 2014
The Pre-Business Students' Network September 2013 - February 2014
Investors Group May 2013 - September 2013
The Pre-Business Students' Network September 2012 - April 2013
Richard Ivey School of Business September 2012 - March 2013
Skills
Leadership, Teamwork, Time Management, Public Speaking, Research, Event Planning, Sales, Business Development, Negotiation, Strategic Planning, Proposal Writing, CRM, Marketing, Consulting, Management, Nonprofits
Education
Ivey Business School at Western University 2014 — 2016
Honors Business Administration
The University of Western Ontario 2012 — 2014
Honors Specialization in Finance, Business Administration and Management, General
St. Francis Xavier Secondary School 2008 — 2012
International Baccalaureate Diploma Program
Bradley Cleasby Bradley Cleasby's Investors Group Experience September 2012 - February 2014
Job Seeking new opportunities
Industry Financial Services
Experience
Shaw Insurance and Investment Solutions July 2014 - December 2014
Investors Group September 2012 - February 2014
Skills
Strategic Financial..., Small Business, Analysis, Retirement Planning, Teamwork, Financial Services, Leadership
Education
Conestoga College 2009 — 2012
Business Administration-Management
Shaw Insurance and Investment Solutions July 2014 - December 2014
Investors Group September 2012 - February 2014
Skills
Strategic Financial..., Small Business, Analysis, Retirement Planning, Teamwork, Financial Services, Leadership
Education
Conestoga College 2009 — 2012
Business Administration-Management
Darlene Demelo Darlene Demelo's Investors Group Experience January 2010 - August 2010
Job Customer Service Supervisor at Scotiabank
Industry Banking
Experience
Scotiabank September 2013 - Present
Investors Group January 2010 - August 2010
Tim Hortons May 2007 - August 2010
Skills
Credit, Retail Banking, Credit Analysis, Commercial Banking, Credit Risk, Loans, Mortgage Lending, Customer Service, Banking, Payments, Investments, Portfolio Management, Deposits, Finance, Consumer Lending, Risk Management, Cross Selling
Education
Humber College 2008 — 2010
Financial Services, Financial Planning and Services
Archbishop Romero 2005 — 2008
Scotiabank September 2013 - Present
Investors Group January 2010 - August 2010
Tim Hortons May 2007 - August 2010
Skills
Credit, Retail Banking, Credit Analysis, Commercial Banking, Credit Risk, Loans, Mortgage Lending, Customer Service, Banking, Payments, Investments, Portfolio Management, Deposits, Finance, Consumer Lending, Risk Management, Cross Selling
Education
Humber College 2008 — 2010
Financial Services, Financial Planning and Services
Archbishop Romero 2005 — 2008
Erin McManus Erin McManus's Investors Group Experience October 2014 - Present
Job Associate Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group October 2014 - Present
Investors Group January 2014 - September 2014
Michael Kors June 2012 - November 2013
Skills
Microsoft Excel, Recruiting, Retail, Merchandising, Visual Merchandising, Inventory Management, Inventory Control, Loss Prevention, Store Management, Marketing Strategy, Office Administration, Microsoft Office, Teamwork, Time Management, Marketing, PowerPoint, Customer Service, Inventory, Cold Calling, New Business Development
Education
Langara College 2012 — 2014
Bachelor of Business Administration (BBA), Marketing Management
George Brown College 2010 — 2012
Business, Marketing - Degree transfer program
Investors Group October 2014 - Present
Investors Group January 2014 - September 2014
Michael Kors June 2012 - November 2013
Skills
Microsoft Excel, Recruiting, Retail, Merchandising, Visual Merchandising, Inventory Management, Inventory Control, Loss Prevention, Store Management, Marketing Strategy, Office Administration, Microsoft Office, Teamwork, Time Management, Marketing, PowerPoint, Customer Service, Inventory, Cold Calling, New Business Development
Education
Langara College 2012 — 2014
Bachelor of Business Administration (BBA), Marketing Management
George Brown College 2010 — 2012
Business, Marketing - Degree transfer program
Abbas Syed Muhammad's Investors Group Experience May 2015 - August 2015
Job Associate Senior Executive Financial Consultant at Investors Group
Industry Financial Services
Experience
Investors Group May 2015 - August 2015
Investors Group January 2015 - May 2015
Humber College Institute of Technology and Advanced Learning December 2012 - May 2015
Humber College December 2012 - October 2013
Sun consultancy February 2012 - August 2012
Skills
Social Media, Leadership, Customer Service, Personal Training, Innovation, Internal Communications, Business Intelligence, Team Motivation, Microsoft Office, Account Management, Financial Services, Investment Banking, Public Speaking, Microsoft Word, Teamwork, Microsoft Excel, Time Management, Communication, Research, PowerPoint, Team Leadership, Management, Problem Solving, Social Media Marketing
Education
Humber College 2012 — 2015
Business administration, Banking, Corporate, Finance, and Securities Law, 3.2 GPA Graduated
Investors Group May 2015 - August 2015
Investors Group January 2015 - May 2015
Humber College Institute of Technology and Advanced Learning December 2012 - May 2015
Humber College December 2012 - October 2013
Sun consultancy February 2012 - August 2012
Skills
Social Media, Leadership, Customer Service, Personal Training, Innovation, Internal Communications, Business Intelligence, Team Motivation, Microsoft Office, Account Management, Financial Services, Investment Banking, Public Speaking, Microsoft Word, Teamwork, Microsoft Excel, Time Management, Communication, Research, PowerPoint, Team Leadership, Management, Problem Solving, Social Media Marketing
Education
Humber College 2012 — 2015
Business administration, Banking, Corporate, Finance, and Securities Law, 3.2 GPA Graduated
Oscar Lai Oscar Lai's Investors Group Experience July 2013 - September 2013
Job Strategic Planning Coop at Nexen Energy ULC
Industry Capital Markets
Experience
Nexen January 2015 - August 2015
Salman Partners Inc. December 2013 - March 2014
Investors Group July 2013 - September 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Event Planning, Team Leadership
Education
The University of British Columbia 2011 — 2016
Bachelor of Commerce (BCom), Finance, International Business
Hitotsubashi University 2014 — 2014
Exchange Program, Commerce and Management
Nexen January 2015 - August 2015
Salman Partners Inc. December 2013 - March 2014
Investors Group July 2013 - September 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Event Planning, Team Leadership
Education
The University of British Columbia 2011 — 2016
Bachelor of Commerce (BCom), Finance, International Business
Hitotsubashi University 2014 — 2014
Exchange Program, Commerce and Management
Wasif Khan Wasif Khan's Investors Group Experience February 2011 - June 2011
Job MBA, BCS
Industry Accounting
Experience
Scotiabank February 2014 - Present
Schulich School of Business May 2012 - September 2012
Investors Group February 2011 - June 2011
Strong Worth Holdings FZCO January 2007 - December 2010
Optimal IT Solutions FZLLC September 2003 - December 2006
National Research Council Canada January 2002 - August 2002
Skills
Highly Adaptable, Customer Service, entrepreneurial in..., Contract Negotiation, C++, Linux, Database Design, Accounting, Financial Analysis, Restructuring, Real Estate, Marketing Strategy, Java, Entrepreneurship, Strategic Planning, Business Development, Lynx, SAP ERP, Analytics, Multi Tasking, Information Technology, Security, Mining, Analysis, Management, Finance, Managerial Finance, Team Leadership, Project Management, Business Analysis, Portfolio Management, Financial Modeling, Risk Management, Business Process..., Data Analysis, Management Consulting, Investments, Cross-functional Team..., Program Management, Negotiation, ERP, Operations Management, Business Intelligence, Business Planning, Corporate Finance, Mergers & Acquisitions, Leadership, Valuation
Education
York University - Schulich School of Business 2011 — 2013
Master of Business Administration (MBA) / CMA, Accounting and Business/Management
Dalhousie University 1998 — 2003
Bachelor of Computer Science (Honours), Computer Science
Scotiabank February 2014 - Present
Schulich School of Business May 2012 - September 2012
Investors Group February 2011 - June 2011
Strong Worth Holdings FZCO January 2007 - December 2010
Optimal IT Solutions FZLLC September 2003 - December 2006
National Research Council Canada January 2002 - August 2002
Skills
Highly Adaptable, Customer Service, entrepreneurial in..., Contract Negotiation, C++, Linux, Database Design, Accounting, Financial Analysis, Restructuring, Real Estate, Marketing Strategy, Java, Entrepreneurship, Strategic Planning, Business Development, Lynx, SAP ERP, Analytics, Multi Tasking, Information Technology, Security, Mining, Analysis, Management, Finance, Managerial Finance, Team Leadership, Project Management, Business Analysis, Portfolio Management, Financial Modeling, Risk Management, Business Process..., Data Analysis, Management Consulting, Investments, Cross-functional Team..., Program Management, Negotiation, ERP, Operations Management, Business Intelligence, Business Planning, Corporate Finance, Mergers & Acquisitions, Leadership, Valuation
Education
York University - Schulich School of Business 2011 — 2013
Master of Business Administration (MBA) / CMA, Accounting and Business/Management
Dalhousie University 1998 — 2003
Bachelor of Computer Science (Honours), Computer Science
Igor Juric Igor Juric's Investors Group Experience November 2013 - October 2014
Job PFP @ You'reRich Consulting
Industry Financial Services
Experience
You'reRich Enterprises October 2014 - Present
Investors Group November 2013 - October 2014
ScotiaMcLeod March 2013 - August 2013
CIBC Wood Gundy January 2007 - March 2013
CIBC World Markets January 2006 - January 2007
Skills
Closing Deals, Market Analysis, Portfolio Management, Portfolio Optimization, Risk Mitigation, Selling, Profit Maximization, Mutual Funds, Equities, Financial Planning, Financial Modeling, Strategic Financial..., Leadership, Funding, Financial Analysis, Financial Advisory, Business Strategy
Education
University of Toronto at Scarborough 2010 — 2011
International/Global Studies
George Brown College 2001 — 2004
You'reRich Enterprises October 2014 - Present
Investors Group November 2013 - October 2014
ScotiaMcLeod March 2013 - August 2013
CIBC Wood Gundy January 2007 - March 2013
CIBC World Markets January 2006 - January 2007
Skills
Closing Deals, Market Analysis, Portfolio Management, Portfolio Optimization, Risk Mitigation, Selling, Profit Maximization, Mutual Funds, Equities, Financial Planning, Financial Modeling, Strategic Financial..., Leadership, Funding, Financial Analysis, Financial Advisory, Business Strategy
Education
University of Toronto at Scarborough 2010 — 2011
International/Global Studies
George Brown College 2001 — 2004
NAIXIN (EMMA) BI NAIXIN (EMMA) BI's Investors Group Experience December 2011 - January 2012
Job MBA
Industry Financial Services
Experience
Star Choice Financial Inc. August 2012 - Present
Town of Cazenovia January 2012 - May 2012
Investors Group December 2011 - January 2012
M&T Bank September 2011 - December 2011
ABN AMRO Bank N.V. January 2007 - February 2009
Skills
Data Analysis, Financial Analysis, Microsoft Excel, Risk Management, Financial Modeling, Market Research, Corporate Finance, Bloomberg Terminal, PowerPoint, Banking, Microsoft Office
Education
Syracuse University 2010 — 2012
Master of Business Administration (MBA), Finance, General, GPA:3.6
Durham University 2005 — 2006
Master of Arts (M.A.), Financial Management
Shanghai University 2001 — 2005
Bachelor's degree, Law
Star Choice Financial Inc. August 2012 - Present
Town of Cazenovia January 2012 - May 2012
Investors Group December 2011 - January 2012
M&T Bank September 2011 - December 2011
ABN AMRO Bank N.V. January 2007 - February 2009
Skills
Data Analysis, Financial Analysis, Microsoft Excel, Risk Management, Financial Modeling, Market Research, Corporate Finance, Bloomberg Terminal, PowerPoint, Banking, Microsoft Office
Education
Syracuse University 2010 — 2012
Master of Business Administration (MBA), Finance, General, GPA:3.6
Durham University 2005 — 2006
Master of Arts (M.A.), Financial Management
Shanghai University 2001 — 2005
Bachelor's degree, Law
YUN DENG YUN DENG's Investors Group Experience January 2012 - Present
Job Financial Consultant at Investors Group
Industry Financial Services
Experience
Investors Group January 2012 - Present
CIBC May 2011 - June 2011
Gongli Hospital, Shanghai, China May 2008 - June 2010
Gongli Hospital, Shanghai ,China August 1998 - April 2008
Skills
Analysis, Investigation, Policy Analysis, Microsoft Excel, Financial Risk, Due Diligence, Risk Management, Portfolio Management, Program Management
Education
Seneca College of Applied Arts and Technology 2010 — 2011
Graduate Certificate, Financial Service Compliance Administration
Royal Roads University 2005 — 2007
Master, MBA
Fudan University 1993 — 1998
Bachelor, Public Health
Investors Group January 2012 - Present
CIBC May 2011 - June 2011
Gongli Hospital, Shanghai, China May 2008 - June 2010
Gongli Hospital, Shanghai ,China August 1998 - April 2008
Skills
Analysis, Investigation, Policy Analysis, Microsoft Excel, Financial Risk, Due Diligence, Risk Management, Portfolio Management, Program Management
Education
Seneca College of Applied Arts and Technology 2010 — 2011
Graduate Certificate, Financial Service Compliance Administration
Royal Roads University 2005 — 2007
Master, MBA
Fudan University 1993 — 1998
Bachelor, Public Health
Francisco Javier Carreón's Investors Group Experience November 2012 - June 2013
Job Commercial Relations Manager at O hotel suites
Industry Financial Services
Experience
The Co-operators October 2013 - October 2014
O hotel suites April 2014 - August 2014
Investors Group November 2012 - June 2013
Imperial Oil Canada April 2012 - July 2012
Crunch Technologies Inc. February 2012 - June 2012
Saint Mary's University October 2010 - June 2011
Taratech International Inspection Group Inc. May 2011 - May 2011
LED Roadway Lighting April 2011 - May 2011
Skills
International Business..., Strategic Planning, Strategic Analysis, Strategic Leadership, Intercultural..., Translation, Negotiation, Corporate Management, Business Intelligence, Public Speaking, Global Business..., Global Management, Business Strategy, Entrepreneurship, International Business, Strategy Development, Management Consulting, Business Planning, Entrepreneur, International Finance, Market Research, Teamwork, Leadership, Management
Education
George Brown College 2015 — 2016
Postgraduate Financial Planning, Financial Planning and Services
Saint Mary's University (SMU) 2007 — 2011
Bachelor of Commerce Degree, Global Business Management
The Co-operators October 2013 - October 2014
O hotel suites April 2014 - August 2014
Investors Group November 2012 - June 2013
Imperial Oil Canada April 2012 - July 2012
Crunch Technologies Inc. February 2012 - June 2012
Saint Mary's University October 2010 - June 2011
Taratech International Inspection Group Inc. May 2011 - May 2011
LED Roadway Lighting April 2011 - May 2011
Skills
International Business..., Strategic Planning, Strategic Analysis, Strategic Leadership, Intercultural..., Translation, Negotiation, Corporate Management, Business Intelligence, Public Speaking, Global Business..., Global Management, Business Strategy, Entrepreneurship, International Business, Strategy Development, Management Consulting, Business Planning, Entrepreneur, International Finance, Market Research, Teamwork, Leadership, Management
Education
George Brown College 2015 — 2016
Postgraduate Financial Planning, Financial Planning and Services
Saint Mary's University (SMU) 2007 — 2011
Bachelor of Commerce Degree, Global Business Management
fadi chahrour fadi chahrour's Investors Group Experience July 2013 - Present
Job Hhhh
Industry Computer & Network Security
Experience
Investors Group July 2013 - Present
Civil Survey Company October 2012 - June 2013
tristan style June 2012 - September 2012
BridgeWise International November 2010 - June 2012
lebanese swiss bank sal July 1998 - October 2010
lebanese swiss bank January 2004 - January 2010
Skills
Active Directory, Network Administration, Network Security, System Administration, Windows Server 2003, Windows Server 2008, Information Security..., Windows Server, Security, Cisco, Computer Hardware, XP, Disaster Recovery, Antivirus, Troubleshooting, Operating Systems, IT Management, Windows, SAP, Networking, Hardware, Servers, Help Desk Support, IT Service Management
Education
NEW HORIZON 2002 — 2003
MCSA, system administrator
NDU 1995 — 1998
BS Beirut, Lebanon Computer Science
Delta College 1991 — 1993
D.E.C, programer analyst
Investors Group July 2013 - Present
Civil Survey Company October 2012 - June 2013
tristan style June 2012 - September 2012
BridgeWise International November 2010 - June 2012
lebanese swiss bank sal July 1998 - October 2010
lebanese swiss bank January 2004 - January 2010
Skills
Active Directory, Network Administration, Network Security, System Administration, Windows Server 2003, Windows Server 2008, Information Security..., Windows Server, Security, Cisco, Computer Hardware, XP, Disaster Recovery, Antivirus, Troubleshooting, Operating Systems, IT Management, Windows, SAP, Networking, Hardware, Servers, Help Desk Support, IT Service Management
Education
NEW HORIZON 2002 — 2003
MCSA, system administrator
NDU 1995 — 1998
BS Beirut, Lebanon Computer Science
Delta College 1991 — 1993
D.E.C, programer analyst
Fraser Parrott Fraser Parrott's Investors Group Experience July 2012 - March 2013
Job Aspiring Public Servant
Industry Government Administration
Experience
Investors Group July 2012 - March 2013
Investors Group Financial Services Inc. November 2009 - November 2011
Ontario Australian Football League June 2009 - October 2009
Maple Leaf Sports & Entertainment September 2008 - December 2008
Al Will and Associates May 2008 - September 2008
Skills
Strategic Planning, Coaching, Public Speaking, Event Management, Strategic Communications, Event Planning
Education
Humber College 2013 — 2014
Post-Graduate Certificate, Public Administration, Honours
Laurentian University/Université Laurentienne 2006 — 2009
B.Comm, Sports Administration
McMaster University & Athabasca University 2003 — 2005
Certified Management Accountant Coursework
Queen's University 1997 — 2000
B.A., Sociology
Investors Group July 2012 - March 2013
Investors Group Financial Services Inc. November 2009 - November 2011
Ontario Australian Football League June 2009 - October 2009
Maple Leaf Sports & Entertainment September 2008 - December 2008
Al Will and Associates May 2008 - September 2008
Skills
Strategic Planning, Coaching, Public Speaking, Event Management, Strategic Communications, Event Planning
Education
Humber College 2013 — 2014
Post-Graduate Certificate, Public Administration, Honours
Laurentian University/Université Laurentienne 2006 — 2009
B.Comm, Sports Administration
McMaster University & Athabasca University 2003 — 2005
Certified Management Accountant Coursework
Queen's University 1997 — 2000
B.A., Sociology
Craig Coulls Craig Coulls's Investors Group Experience February 2003 - August 2013
Job Certified Financial Planner at Manulife Securities
Industry Financial Services
Experience
Manulife Securities Investment Services Inc September 2013 - Present
Investors Group February 2003 - August 2013
Skills
Financial Planning, Retirement Planning, Estate Planning, Strategic Financial..., Pensions, Financial Services, Finance, Wealth Management, Small Business, Certified Financial..., Wealth Accumulation, Banking, Mutual Funds, Strategic Planning, Portfolio Management, Retirement, Investments, Wealth, Personal Finance, Financial Planners, Financial Analysis
Education
Croydon High School
Croydon High School
Croydon High School
Humber College
Finance
Manulife Securities Investment Services Inc September 2013 - Present
Investors Group February 2003 - August 2013
Skills
Financial Planning, Retirement Planning, Estate Planning, Strategic Financial..., Pensions, Financial Services, Finance, Wealth Management, Small Business, Certified Financial..., Wealth Accumulation, Banking, Mutual Funds, Strategic Planning, Portfolio Management, Retirement, Investments, Wealth, Personal Finance, Financial Planners, Financial Analysis
Education
Croydon High School
Croydon High School
Croydon High School
Humber College
Finance
Bulent Eroglu Bulent Eroglu's Investors Group Experience September 2007 - August 2014
Job Financial Consultant at Investors Group
Industry Financial Services
Experience
Investors Group September 2007 - August 2014
George Brown College September 2007 - December 2007
Education
George Brown College 2005 — 2007
1992 — 1997
Bachelor, International Relations
Investors Group September 2007 - August 2014
George Brown College September 2007 - December 2007
Education
George Brown College 2005 — 2007
1992 — 1997
Bachelor, International Relations
Leon Dykler Leon Dykler's Investors Group Experience September 2003 - May 2009
Job Independent Consultant, Information Architect, Business/Systems Analyst, Strategic Information Planner, Project Manager.
Industry Information Technology and Services
Experience
ForeFront Information Strategies Group, Inc. September 1985 - Present
Investors Group September 2003 - May 2009
RBC 1977 - 1985
Skills
Enterprise Architecture, Integration, Business Analysis, Data Modeling, Requirements Analysis, IT Strategy, Requirements Gathering, Project Planning, Software Development, Business Process, Analysis, Management, Architecture, Enterprise Software, Database Design, Leadership, Architectures
Education
Concordia University 1973 — 1979
BCSc, Computer Science and Business
ForeFront Information Strategies Group, Inc. September 1985 - Present
Investors Group September 2003 - May 2009
RBC 1977 - 1985
Skills
Enterprise Architecture, Integration, Business Analysis, Data Modeling, Requirements Analysis, IT Strategy, Requirements Gathering, Project Planning, Software Development, Business Process, Analysis, Management, Architecture, Enterprise Software, Database Design, Leadership, Architectures
Education
Concordia University 1973 — 1979
BCSc, Computer Science and Business
Christian Boakye-Agyeman's Investors Group Experience December 2012 - March 2013
Job 3D Animator/Freelance
Industry Animation
Experience
Urban Outfitters September 2015 - Present
Urban Outfitters October 2014 - Present
WANT Les Essentiels de la Vie July 2013 - September 2013
Investors Group December 2012 - March 2013
Skills
Graphic Design, Animation, Digital Photography, Video Editing, Digital Illustration, Premiere, Motion Graphics, Art Direction, Color Correction, 3D rendering, Character Animation, Storyboarding, Sketching, Maya, After Effects, Image Manipulation, Zbrush, Digital Sketching, 3D Studio Max, Lighting, Vray, Drawing
Education
Dawson College 2010 — 2014
(DEC), 3D Animation & CGI
Urban Outfitters September 2015 - Present
Urban Outfitters October 2014 - Present
WANT Les Essentiels de la Vie July 2013 - September 2013
Investors Group December 2012 - March 2013
Skills
Graphic Design, Animation, Digital Photography, Video Editing, Digital Illustration, Premiere, Motion Graphics, Art Direction, Color Correction, 3D rendering, Character Animation, Storyboarding, Sketching, Maya, After Effects, Image Manipulation, Zbrush, Digital Sketching, 3D Studio Max, Lighting, Vray, Drawing
Education
Dawson College 2010 — 2014
(DEC), 3D Animation & CGI
Mohammad Tarik Alam's Investors Group Experience February 2014 - April 2014
Job Transaction Processing Officer at CIBC
Industry Banking
Experience
CIBC May 2014 - Present
Investors Group February 2014 - April 2014
Dhaka Bank Ltd. January 2012 - July 2013
Robi Axiata Limited July 2010 - December 2011
Robi Axiata Limited July 2005 - June 2010
Data Experts Pvt. Ltd. January 2004 - June 2005
Standard Chartered Bank July 2003 - December 2003
Skills
SAP, Financial Accounting, Month End Close, Microsoft Excel, Financial Reporting, Accounting, Credit Management, Credit Analysis, Customer Support, MS Excel Pivot Tables, Vlookup, Reporting & Analysis, Office Administration, Teamwork, Collections, Retail Banking, Credit, Portfolio Management, Customer Service
Education
East West University
Masters in Business Administration: (MBA), Finance, 3.45
Toronto District School Board
Business English Course, Accounting
CIBC May 2014 - Present
Investors Group February 2014 - April 2014
Dhaka Bank Ltd. January 2012 - July 2013
Robi Axiata Limited July 2010 - December 2011
Robi Axiata Limited July 2005 - June 2010
Data Experts Pvt. Ltd. January 2004 - June 2005
Standard Chartered Bank July 2003 - December 2003
Skills
SAP, Financial Accounting, Month End Close, Microsoft Excel, Financial Reporting, Accounting, Credit Management, Credit Analysis, Customer Support, MS Excel Pivot Tables, Vlookup, Reporting & Analysis, Office Administration, Teamwork, Collections, Retail Banking, Credit, Portfolio Management, Customer Service
Education
East West University
Masters in Business Administration: (MBA), Finance, 3.45
Toronto District School Board
Business English Course, Accounting
Marshall Spence's Investors Group Experience January 2011 - March 2014
Job Territory Sales RepresentativeG&K Services
Industry Financial Services
Experience
G&K Services December 2014 - Present
UFIRST Financial March 2014 - Present
Investors Group January 2011 - March 2014
Partners in Credit 2009 - 2009
Aktiv Kapital Canada May 2004 - November 2008
Citibank 1996 - 2002
Avco Financial Services 1996 - 1998
Skills
Finance, Leadership, Management, Team Building, Financial Analysis, Team Leadership, Credit, Financial Services, CRM, Banking, Portfolio Management, Process Improvement, Small Business, Strategic Financial..., Strategic Planning, Sales, Sales Management, Business Development, Negotiation, Vendor Management, Customer Service, Coaching, Analysis
Education
Fanshawe College
G&K Services December 2014 - Present
UFIRST Financial March 2014 - Present
Investors Group January 2011 - March 2014
Partners in Credit 2009 - 2009
Aktiv Kapital Canada May 2004 - November 2008
Citibank 1996 - 2002
Avco Financial Services 1996 - 1998
Skills
Finance, Leadership, Management, Team Building, Financial Analysis, Team Leadership, Credit, Financial Services, CRM, Banking, Portfolio Management, Process Improvement, Small Business, Strategic Financial..., Strategic Planning, Sales, Sales Management, Business Development, Negotiation, Vendor Management, Customer Service, Coaching, Analysis
Education
Fanshawe College
Darina Gueorguieva Darina Gueorguieva's Investors Group Experience 2008 - 2008
Job Financial Services Professional
Industry Banking
Experience
CIBC November 2012 - Present
CIBC October 2010 - October 2012
CIBC January 2009 - September 2010
Investors Group 2008 - 2008
Skills
Sales Process, Problem Solving, Results Oriented, Solution Selling, Financial Planning, Mutual Funds, Consumer Lending, Banking, Insurance, Sales, Investments, Loans, Training, Retail Banking, Credit Analysis, Entrepreneurship, Financial Services, Mortgage Lending, Portfolio Management, Financial Analysis, Commercial Banking, Risk Management, Residential Mortgages
Education
Concordia University
CIBC November 2012 - Present
CIBC October 2010 - October 2012
CIBC January 2009 - September 2010
Investors Group 2008 - 2008
Skills
Sales Process, Problem Solving, Results Oriented, Solution Selling, Financial Planning, Mutual Funds, Consumer Lending, Banking, Insurance, Sales, Investments, Loans, Training, Retail Banking, Credit Analysis, Entrepreneurship, Financial Services, Mortgage Lending, Portfolio Management, Financial Analysis, Commercial Banking, Risk Management, Residential Mortgages
Education
Concordia University
Justin Knaggs's Investors Group Experience December 2013 - February 2015
Job Mortgage Specialist, BMO
Industry Financial Services
Experience
BMO Financial Group March 2015 - Present
East Coast Hockey League September 2014 - Present
Ontario Hockey League August 2011 - Present
Ontario Hockey Association September 2009 - Present
Investors Group December 2013 - February 2015
Pro Hockey Life Sporting Goods Inc. June 2012 - December 2013
Canadian Junior Golf Association March 2013 - September 2013
LEGACY Global Sports April 2010 - May 2013
Durham College September 2011 - April 2013
Durham College July 2008 - August 2011
Skills
Sports, Press Releases, Adobe Creative Suite, Customer Service, Social Media, InDesign, Teamwork, PowerPoint, Leadership, Microsoft Word, Event Planning, Communication
Education
Durham College 2009 — 2013
Diploma, Journalism
Durham College 2008 — 2009
Certificate, General Arts & Science
BMO Financial Group March 2015 - Present
East Coast Hockey League September 2014 - Present
Ontario Hockey League August 2011 - Present
Ontario Hockey Association September 2009 - Present
Investors Group December 2013 - February 2015
Pro Hockey Life Sporting Goods Inc. June 2012 - December 2013
Canadian Junior Golf Association March 2013 - September 2013
LEGACY Global Sports April 2010 - May 2013
Durham College September 2011 - April 2013
Durham College July 2008 - August 2011
Skills
Sports, Press Releases, Adobe Creative Suite, Customer Service, Social Media, InDesign, Teamwork, PowerPoint, Leadership, Microsoft Word, Event Planning, Communication
Education
Durham College 2009 — 2013
Diploma, Journalism
Durham College 2008 — 2009
Certificate, General Arts & Science
Garry McMannis Garry McMannis's Investors Group Experience May 2009 - September 2012
Job I facilitate an Industry Leading Training program to ensure Consultants the best opportunity for success.
Industry Financial Services
Experience
Investors Group Financial Services Inc. October 2012 - Present
Investors Group May 2009 - September 2012
Self Employed January 2006 - April 2009
Self Employed April 1989 - December 2005
Skills
Personal Financial..., Estate Planning, Retirement Planning, Investment Strategies, Strategic Financial..., Income Protection, Wealth Accumulation..., Wealth Management, Financial Services, Insurance, Mutual Funds, Critical Illness, Financial Planners, Wealth, Investments, Financial Planning, Financial Advisory, Retirement, Finance, Investment Advisory, Portfolio Management
Education
Fanshawe College
Investors Group Financial Services Inc. October 2012 - Present
Investors Group May 2009 - September 2012
Self Employed January 2006 - April 2009
Self Employed April 1989 - December 2005
Skills
Personal Financial..., Estate Planning, Retirement Planning, Investment Strategies, Strategic Financial..., Income Protection, Wealth Accumulation..., Wealth Management, Financial Services, Insurance, Mutual Funds, Critical Illness, Financial Planners, Wealth, Investments, Financial Planning, Financial Advisory, Retirement, Finance, Investment Advisory, Portfolio Management
Education
Fanshawe College
Simon Goupil's Investors Group Experience August 2011 - October 2012
Job Senior Vice President, Strategic Industries at /N SPRO
Industry Information Technology and Services
Experience
/N SPRO February 2015 - Present
NRG Energy January 2015 - Present
Gaz Métro August 2014 - Present
National Bank of Canada May 2014 - Present
/n Spro November 2010 - Present
Hydro Québec July 2013 - December 2014
BC Hydro April 2010 - December 2013
Great-West Life June 2011 - December 2012
Investors Group August 2011 - October 2012
Hydro Québec September 2009 - December 2011
Skills
SuccessFactors, Project Management, PMP, PMO, SAP HR, Enterprise Architecture, Business Analysis, Human Resources, SAP R/3, SAP Netweaver, SAP ERP, Change Management, Business Transformation, Software Project..., Business Process..., Solution Architecture, ERP, Data Migration, Strategy, MS Project, Project Execution, Business Process, CRM, SAP Implementation, SAP Architecture, SAP E-Recruiting, Succession Planning, Performance Management, E-recruitment, Integration
Education
UQAM - École des Sciences de la Gestion 2002 — 2003
Masters, Project Management
HEC Montréal 1994 — 1999
BAC, Marketing, Production, Management
Collège Mont-Saint-Louis
/N SPRO February 2015 - Present
NRG Energy January 2015 - Present
Gaz Métro August 2014 - Present
National Bank of Canada May 2014 - Present
/n Spro November 2010 - Present
Hydro Québec July 2013 - December 2014
BC Hydro April 2010 - December 2013
Great-West Life June 2011 - December 2012
Investors Group August 2011 - October 2012
Hydro Québec September 2009 - December 2011
Skills
SuccessFactors, Project Management, PMP, PMO, SAP HR, Enterprise Architecture, Business Analysis, Human Resources, SAP R/3, SAP Netweaver, SAP ERP, Change Management, Business Transformation, Software Project..., Business Process..., Solution Architecture, ERP, Data Migration, Strategy, MS Project, Project Execution, Business Process, CRM, SAP Implementation, SAP Architecture, SAP E-Recruiting, Succession Planning, Performance Management, E-recruitment, Integration
Education
UQAM - École des Sciences de la Gestion 2002 — 2003
Masters, Project Management
HEC Montréal 1994 — 1999
BAC, Marketing, Production, Management
Collège Mont-Saint-Louis
Matt Lawley Matt Lawley's Investors Group Experience May 2015 - Present
Job Associate Consultant at Investors Group
Industry Financial Services
Experience
Investors Group May 2015 - Present
Freedom 55 Financial May 2012 - August 2013
Fairwinds Golf Club April 2008 - August 2008
Oceanside Minor Hockey Association October 2003 - April 2005
Skills
Strategic Financial..., Financial Analysis, Investments, Finance, Microsoft Office, Tax-advantaged..., Business Strategy, Microsoft Excel, Event Planning, Leadership, Microsoft Word, PowerPoint, Mutual Funds, Wealth Management, Securities, Segregated Funds, Financial Modeling, RRSP, Retirement Planning, Wealth Accumulation
Education
Sauder School of Business, The University of British Columbia 2010 — 2012
Bachelor of Commerce with Honours, Finance
Langara College 2008 — 2010
Transfer Program
CFA Institute
2016 CFA Level III Candidate
Investors Group May 2015 - Present
Freedom 55 Financial May 2012 - August 2013
Fairwinds Golf Club April 2008 - August 2008
Oceanside Minor Hockey Association October 2003 - April 2005
Skills
Strategic Financial..., Financial Analysis, Investments, Finance, Microsoft Office, Tax-advantaged..., Business Strategy, Microsoft Excel, Event Planning, Leadership, Microsoft Word, PowerPoint, Mutual Funds, Wealth Management, Securities, Segregated Funds, Financial Modeling, RRSP, Retirement Planning, Wealth Accumulation
Education
Sauder School of Business, The University of British Columbia 2010 — 2012
Bachelor of Commerce with Honours, Finance
Langara College 2008 — 2010
Transfer Program
CFA Institute
2016 CFA Level III Candidate
Ortona, Anthony Ortona, Anthony's Investors Group Experience November 2004 - Present
Job Division Director at Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc. May 2009 - Present
Investors Group November 2004 - Present
Ernst & Young October 2000 - December 2003
Skills
Financial Reporting, Accounting, Internal Controls, Financial Analysis, Strategic Financial..., Education Planning, Insurance Planning, Estate Planning, Personal Tax Planning, Business Tax Planning, Cash Management, Retirement Planning, Asset Managment, Asset Management, Wealth Management
Education
Concordia University 1995 — 1999
Bachelor of Commerce, Accountancy
Marianopolis College 1993 — 1995
Investors Group Financial Services Inc. May 2009 - Present
Investors Group November 2004 - Present
Ernst & Young October 2000 - December 2003
Skills
Financial Reporting, Accounting, Internal Controls, Financial Analysis, Strategic Financial..., Education Planning, Insurance Planning, Estate Planning, Personal Tax Planning, Business Tax Planning, Cash Management, Retirement Planning, Asset Managment, Asset Management, Wealth Management
Education
Concordia University 1995 — 1999
Bachelor of Commerce, Accountancy
Marianopolis College 1993 — 1995
Terry Kilakos Terry Kilakos's Investors Group Experience November 1999 - May 2001
Job President of North East Mortgages
Industry Real Estate
Experience
North East Mortgages Mortgage Agency July 2011 - Present
Multi-Prets Hypotheques (Mortgage) April 2007 - July 2011
Department of National Defence May 2002 - October 2004
Datavalet Technologies April 2001 - May 2002
Investors Group November 1999 - May 2001
Skills
Real Estate, Real Estate Financing, Investments, Mortgage Lending, Residential Mortgages, Investment Properties, Refinance, Residential Homes, Loans, Real Estate Development, First Time Home Buyers, Brokerage, Portfolio Management, Commercial Real Estate, Finance, Selling, Real Estate Transactions, Insurance, Mortgage Marketing, Leadership, Commercial Mortgages, Business Development, Property Management, Credit, Investors, Condos, Real Estate Economics, Leases, Property, Mortgage Banking, Referrals, Relocation, Single Family Homes
Education
College Immo. 2008 — 2009
Chartered Real Estate Broker, Real estate
LaSalle College 2006 — 2007
Real Estate Agent, Real Estate
Thomson 2001 — 2003
Telecommunications Diploma, Radio, Microwave & Satelite communications
Dawson College 1994 — 1997
DEC, Mechanical Eng. Tech.
North East Mortgages Mortgage Agency July 2011 - Present
Multi-Prets Hypotheques (Mortgage) April 2007 - July 2011
Department of National Defence May 2002 - October 2004
Datavalet Technologies April 2001 - May 2002
Investors Group November 1999 - May 2001
Skills
Real Estate, Real Estate Financing, Investments, Mortgage Lending, Residential Mortgages, Investment Properties, Refinance, Residential Homes, Loans, Real Estate Development, First Time Home Buyers, Brokerage, Portfolio Management, Commercial Real Estate, Finance, Selling, Real Estate Transactions, Insurance, Mortgage Marketing, Leadership, Commercial Mortgages, Business Development, Property Management, Credit, Investors, Condos, Real Estate Economics, Leases, Property, Mortgage Banking, Referrals, Relocation, Single Family Homes
Education
College Immo. 2008 — 2009
Chartered Real Estate Broker, Real estate
LaSalle College 2006 — 2007
Real Estate Agent, Real Estate
Thomson 2001 — 2003
Telecommunications Diploma, Radio, Microwave & Satelite communications
Dawson College 1994 — 1997
DEC, Mechanical Eng. Tech.
Jerry Santucci Jerry Santucci's Investors Group Experience June 1984 - September 1992
Job Senior Investment Advisor at Mandeville Private Client
Industry Financial Services
Experience
Mandeville Private Client January 2014 - Present
Manulife Securities August 2007 - January 2014
Berkshire Securities September 1992 - September 2007
Investors Group June 1984 - September 1992
Skills
Estate Planning, Financial Planning, Investments, Insurance, Banking, Wealth Management, Portfolio Management, Risk Management, Retirement Planning, Mutual Funds, Annuities, Asset Management, Equities, Securities, Risk, Investment Advisory, Research, Retirement, Small Business, Budgeting, Tax, Succession Planning, Mortgage, Compliance, Strategic Financial..., Mortgage Lending, Financial Planners, Fixed Annuities, Investment Strategies, Wealth, Financial Advisory, Asset Allocation, Financial Services, Investment Management, ETFs, Wealth Management..., Finance
Education
King's University College 1977 — 1979
ba, economic
Cathedral Boys High School, Hamilton Ontario 1971 — 1976
Bachelor of Arts (B.A.), Economics
Western University
Bachelor of Arts (B.A.), Economics
Mandeville Private Client January 2014 - Present
Manulife Securities August 2007 - January 2014
Berkshire Securities September 1992 - September 2007
Investors Group June 1984 - September 1992
Skills
Estate Planning, Financial Planning, Investments, Insurance, Banking, Wealth Management, Portfolio Management, Risk Management, Retirement Planning, Mutual Funds, Annuities, Asset Management, Equities, Securities, Risk, Investment Advisory, Research, Retirement, Small Business, Budgeting, Tax, Succession Planning, Mortgage, Compliance, Strategic Financial..., Mortgage Lending, Financial Planners, Fixed Annuities, Investment Strategies, Wealth, Financial Advisory, Asset Allocation, Financial Services, Investment Management, ETFs, Wealth Management..., Finance
Education
King's University College 1977 — 1979
ba, economic
Cathedral Boys High School, Hamilton Ontario 1971 — 1976
Bachelor of Arts (B.A.), Economics
Western University
Bachelor of Arts (B.A.), Economics
Amalia Spiga Amalia Spiga's Investors Group Experience May 2011 - April 2012
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones May 2012 - Present
Investors Group May 2011 - April 2012
Bell Canada 1994 - 2007
Education
CSI
Investments and Securities
George Brown College
Foundations of Teaching and Training Adults
IFSE Institute
Financial Services
University of Toronto
Landscape Architecture
Edward Jones May 2012 - Present
Investors Group May 2011 - April 2012
Bell Canada 1994 - 2007
Education
CSI
Investments and Securities
George Brown College
Foundations of Teaching and Training Adults
IFSE Institute
Financial Services
University of Toronto
Landscape Architecture
Marc Joseph Bélanger Marc Joseph Bélanger's Investors Group Experience October 2014 - October 2014
Job non divulgué
Industry Banking
Experience
Gouvernement du Canada October 2014 - Present
Investors Group October 2014 - October 2014
gestion de parc immobillier September 2013 - October 2014
Groupe Financier Banque Nationale September 2012 - September 2013
Groupe Financier Banque Nationale du Canda July 2005 - August 2012
Groupe Financier Banque Nationale du Canda November 2000 - July 2005
Skills
Financial Analysis, Banking, Business Analysis, Corporate Finance, Risk Management, Financial Services
Education
HEC Montréal 1992 — 1995
b Sc, Ressources Humaines
Gouvernement du Canada October 2014 - Present
Investors Group October 2014 - October 2014
gestion de parc immobillier September 2013 - October 2014
Groupe Financier Banque Nationale September 2012 - September 2013
Groupe Financier Banque Nationale du Canda July 2005 - August 2012
Groupe Financier Banque Nationale du Canda November 2000 - July 2005
Skills
Financial Analysis, Banking, Business Analysis, Corporate Finance, Risk Management, Financial Services
Education
HEC Montréal 1992 — 1995
b Sc, Ressources Humaines
Glen Eldridge Glen Eldridge's Investors Group Experience March 2009 - September 2009
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
GMP Group Conferences October 2010 - November 2010
Rainmaker June 2010 - October 2010
Rainmaker Inc June 2010 - October 2010
Phocus Solutions September 2009 - May 2010
Investors Group March 2009 - September 2009
Acanac lnc August 2007 - March 2009
eFundraising Div. Readers Digest July 2005 - August 2007
Rogers Cable Customer Service November 2003 - July 2005
Investors Group January 2002 - January 2005
Webhelp Inc October 2001 - November 2003
Education
Northern Illinois University 1979 — 1981
Bsc., dual major; accounting & finance
Elgin Community College
Diploma - Associate; associate degree, Science; accounting and business administration
GMP Group Conferences October 2010 - November 2010
Rainmaker June 2010 - October 2010
Rainmaker Inc June 2010 - October 2010
Phocus Solutions September 2009 - May 2010
Investors Group March 2009 - September 2009
Acanac lnc August 2007 - March 2009
eFundraising Div. Readers Digest July 2005 - August 2007
Rogers Cable Customer Service November 2003 - July 2005
Investors Group January 2002 - January 2005
Webhelp Inc October 2001 - November 2003
Education
Northern Illinois University 1979 — 1981
Bsc., dual major; accounting & finance
Elgin Community College
Diploma - Associate; associate degree, Science; accounting and business administration
Konrad Gateau Konrad Gateau's Investors Group Experience April 2007 - February 2008
Job Portfolio Operations Manager at MD Financial Management
Industry Financial Services
Experience
MD Financial Management February 2014 - Present
MD Financial October 2010 - February 2014
Standard Life March 2008 - February 2010
Investors Group April 2007 - February 2008
IKON Office Solutions July 2004 - December 2005
Skills
Investments, Research, Quantitative Investing, Equities, Financial Services, Analysis, Financial Analysis, Portfolio Management, Finance, Banking, Business Analysis, Economics, Relationship Management
Education
HEC Montréal 2000 — 2004
Bachelor's in Business Administration, Applied Economics
Collège Jean-de-Brébeuf 1993 — 2000
DEC/DES, Social Sciences
MD Financial Management February 2014 - Present
MD Financial October 2010 - February 2014
Standard Life March 2008 - February 2010
Investors Group April 2007 - February 2008
IKON Office Solutions July 2004 - December 2005
Skills
Investments, Research, Quantitative Investing, Equities, Financial Services, Analysis, Financial Analysis, Portfolio Management, Finance, Banking, Business Analysis, Economics, Relationship Management
Education
HEC Montréal 2000 — 2004
Bachelor's in Business Administration, Applied Economics
Collège Jean-de-Brébeuf 1993 — 2000
DEC/DES, Social Sciences
Chris Calouro Chris Calouro's Investors Group Experience January 2014 - Present
Job Consultant, focusing on wealth creation for Canadians with Investors Group
Industry Financial Services
Experience
Investors Group January 2014 - Present
McDonald's Corporation November 2007 - January 2014
Skills
Finance, Financial Planning, Tax Planning, Retirement Planning, Estate Planning, Insurance Planning, Cash Flow Management, College Education..., Risk Management, Mutual Funds, Customer Satisfaction, Time Management, Data Entry, Public Speaking, Management, Microsoft Office, Customer Service, Microsoft Excel, Leadership, Financial Services
Education
Humber College 2013 — 2015
Accounting and Information Technology Certificate, Accounting and Finance
Humber College 2009 — 2012
Business Administration - Accounting 3 Year Diploma, Accounting
Bishop Marrocco/Thomas Merton CSS
Investors Group January 2014 - Present
McDonald's Corporation November 2007 - January 2014
Skills
Finance, Financial Planning, Tax Planning, Retirement Planning, Estate Planning, Insurance Planning, Cash Flow Management, College Education..., Risk Management, Mutual Funds, Customer Satisfaction, Time Management, Data Entry, Public Speaking, Management, Microsoft Office, Customer Service, Microsoft Excel, Leadership, Financial Services
Education
Humber College 2013 — 2015
Accounting and Information Technology Certificate, Accounting and Finance
Humber College 2009 — 2012
Business Administration - Accounting 3 Year Diploma, Accounting
Bishop Marrocco/Thomas Merton CSS
John Wiltshire John Wiltshire's Investors Group Experience July 2012 - Present
Job SVP, Marketing Investors Group
Industry Financial Services
Experience
Investors Group July 2012 - Present
Investors Group Financial Services Inc. April 1996 - July 2012
Canada Trust 1985 - 1996
Skills
Mutual Funds, Retirement Planning, Retirement, Estate Planning, Portfolio Management, Wealth Management, Investments, Strategic Financial..., Financial Planners, Investment Strategies, Investment Advisory, Financial Services, Fixed Annuities, Strategy, Mortgage Lending, Financial Advisory, Product Management, Wealth, Marketing, Personal Finance, Finance, Personal Financial..., Banking, Insurance, Employee Benefits, Critical Illness, Financial Planning
Education
The University of Western Ontario - Richard Ivey School of Business 1981 — 1985
Honours Degree Busines (HBA), Marketing and Finance
Investors Group July 2012 - Present
Investors Group Financial Services Inc. April 1996 - July 2012
Canada Trust 1985 - 1996
Skills
Mutual Funds, Retirement Planning, Retirement, Estate Planning, Portfolio Management, Wealth Management, Investments, Strategic Financial..., Financial Planners, Investment Strategies, Investment Advisory, Financial Services, Fixed Annuities, Strategy, Mortgage Lending, Financial Advisory, Product Management, Wealth, Marketing, Personal Finance, Finance, Personal Financial..., Banking, Insurance, Employee Benefits, Critical Illness, Financial Planning
Education
The University of Western Ontario - Richard Ivey School of Business 1981 — 1985
Honours Degree Busines (HBA), Marketing and Finance
Janos Balassa Janos Balassa's Investors Group Experience October 2002 - September 2005
Job Partner, Senior Consultant with AEGON Premium, Budapest
Industry Financial Services
Experience
AEGON Premium September 2012 - Present
InConcert Kft. October 2010 - Present
Családi Vállalkozások Országos Egyesülete 2013 - 2014
OTP Bank March 2011 - October 2012
MFB Hungarian Development Bank March 2007 - October 2010
Investors Group October 2002 - September 2005
CIB Bank September 1998 - June 2001
Coopers & Lybrand Consulting September 1995 - June 1998
Skills
Finance, Insurance, Sales, Financial Planners, Business Planning, Investments, Strategic Financial..., Corporate Finance, Retirement, Banking, Personal Financial..., Financial Advisory, Event Management, Production Managment, Risk Management
Education
University of Humberside 1992 — 1995
BA (Hons) Business Studies, Business/Commerce, General
Budapesti Gazdasági Főiskola 1991 — 1995
Economist, BA, Marketing, Finance
AEGON Premium September 2012 - Present
InConcert Kft. October 2010 - Present
Családi Vállalkozások Országos Egyesülete 2013 - 2014
OTP Bank March 2011 - October 2012
MFB Hungarian Development Bank March 2007 - October 2010
Investors Group October 2002 - September 2005
CIB Bank September 1998 - June 2001
Coopers & Lybrand Consulting September 1995 - June 1998
Skills
Finance, Insurance, Sales, Financial Planners, Business Planning, Investments, Strategic Financial..., Corporate Finance, Retirement, Banking, Personal Financial..., Financial Advisory, Event Management, Production Managment, Risk Management
Education
University of Humberside 1992 — 1995
BA (Hons) Business Studies, Business/Commerce, General
Budapesti Gazdasági Főiskola 1991 — 1995
Economist, BA, Marketing, Finance
Carrie Freeborough Carrie Freeborough's Investors Group Experience January 2015 - Present
Job AVP & Head Trader at Investors Group
Industry Higher Education
Experience
Investors Group January 2015 - Present
Rotman School of Management September 2012 - Present
BMO Financial Group February 2014 - January 2015
Citi January 2008 - November 2008
UBS Investment Bank 1999 - 2007
Skills
Derivatives, Fixed Income, Risk Management, Strategic Planning, Trading, Trading Systems, Corporate Finance, Financial Analysis, Financial Modeling, Teaching, Coaching, Economics, Capital Markets, Training, Employee Relations
Education
Ivey Business School at Western University 1997 — 1999
MBA, Finance
Western University 1990 — 1993
BA, Fine Arts
AGM
AGM
UNSW Australia
UNSW Australia
Investors Group January 2015 - Present
Rotman School of Management September 2012 - Present
BMO Financial Group February 2014 - January 2015
Citi January 2008 - November 2008
UBS Investment Bank 1999 - 2007
Skills
Derivatives, Fixed Income, Risk Management, Strategic Planning, Trading, Trading Systems, Corporate Finance, Financial Analysis, Financial Modeling, Teaching, Coaching, Economics, Capital Markets, Training, Employee Relations
Education
Ivey Business School at Western University 1997 — 1999
MBA, Finance
Western University 1990 — 1993
BA, Fine Arts
AGM
AGM
UNSW Australia
UNSW Australia
Philip Fainer's Investors Group Experience February 1984 - November 1999
Job
Industry Investment Management
Experience
Manulife Securities Incorporated November 1999 - Present
Investors Group February 1984 - November 1999
Skills
Microsoft Office, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Financial Analysis, Investments, Banking, Finance, Risk Management, Financial Advisory, Management, Wealth Management, Asset Management, Mutual Funds, Retirement Planning
Education
McGill University 1972 — 1974
Certified Management Accountant, Management accounting
Concordia University 1967 — 1972
Bachelor of Commerce (B.Com.), Accounting and Finance
Manulife Securities Incorporated November 1999 - Present
Investors Group February 1984 - November 1999
Skills
Microsoft Office, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Financial Analysis, Investments, Banking, Finance, Risk Management, Financial Advisory, Management, Wealth Management, Asset Management, Mutual Funds, Retirement Planning
Education
McGill University 1972 — 1974
Certified Management Accountant, Management accounting
Concordia University 1967 — 1972
Bachelor of Commerce (B.Com.), Accounting and Finance
Peter Pickett's Investors Group Experience November 2005 - September 2008
Job Executive consultant at Definition Financial
Industry Investment Management
Experience
Definition Financial May 2014 - Present
Legal Shields June 2012 - Present
Sentry Group October 2012 - May 2014
Financial Horizons Group November 2008 - September 2012
Investors Group November 2005 - September 2008
ATS Automation Tooling Systems January 1990 - November 2004
Skills
Handyman, Social Networking, Connectivity, Strategic Planning, Employee Benefits, Small Business, Strategic Financial..., Investments, Banking, Customer Service, Wealth, Mortgage Lending, Estate Planning, Retirement Planning, Critical Illness, Wealth Management, Financial Services, Risk Management, Insurance, Financial Planning, Retirement, Leadership
Education
Conestoga College
Machinist licence
St. Daniel's
St. Jerome's
Definition Financial May 2014 - Present
Legal Shields June 2012 - Present
Sentry Group October 2012 - May 2014
Financial Horizons Group November 2008 - September 2012
Investors Group November 2005 - September 2008
ATS Automation Tooling Systems January 1990 - November 2004
Skills
Handyman, Social Networking, Connectivity, Strategic Planning, Employee Benefits, Small Business, Strategic Financial..., Investments, Banking, Customer Service, Wealth, Mortgage Lending, Estate Planning, Retirement Planning, Critical Illness, Wealth Management, Financial Services, Risk Management, Insurance, Financial Planning, Retirement, Leadership
Education
Conestoga College
Machinist licence
St. Daniel's
St. Jerome's
Eyal Amon Eyal Amon's Investors Group Experience November 1992 - November 1999
Job Senior Investment Advisor, Branch Manager at Manulife Securities Incorporated
Industry Investment Management
Experience
Manulife Securities November 1999 - Present
Investors Group November 1992 - November 1999
Skills
Mutual Funds, Investments, Investment Advisory, Wealth Management, Retirement Planning, Investment Management, Securities, Equities, Wealth, Estate Planning, Investment Strategies, Strategic Financial..., Financial Advisory, Asset Management, Asset Allocation, Financial Planners, Financial Services, Stocks, Trading, Pensions, ETFs, Life Insurance, Fixed Annuities, Wealth Management..., Insurance, Financial Planning
Education
Concordia University 1987 — 1992
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
Manulife Securities November 1999 - Present
Investors Group November 1992 - November 1999
Skills
Mutual Funds, Investments, Investment Advisory, Wealth Management, Retirement Planning, Investment Management, Securities, Equities, Wealth, Estate Planning, Investment Strategies, Strategic Financial..., Financial Advisory, Asset Management, Asset Allocation, Financial Planners, Financial Services, Stocks, Trading, Pensions, ETFs, Life Insurance, Fixed Annuities, Wealth Management..., Insurance, Financial Planning
Education
Concordia University 1987 — 1992
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
Gene Como Gene Como's Investors Group Experience September 2008 - July 2010
Job Financial Services Professional
Industry Financial Services
Experience
RBC April 2012 - November 2012
Dave and Busters July 2004 - April 2012
Investors Group September 2008 - July 2010
Best Buy Canada November 2003 - September 2008
Skills
Business Development, Report Development, Financial Analysis and..., Econometric Modeling, Client Relations and..., Administration, Interpersonal Skills, Quantitative Skills, MS Office Suite, Sales, Social Skills, Quantitative Analytics, Analysis, Microsoft Excel, Software Documentation, Microsoft Office, Finance, Call Centers, Marketing Strategy, Management
Education
Humber College 1998 — 2001
Diploma, Computer Programming
RBC April 2012 - November 2012
Dave and Busters July 2004 - April 2012
Investors Group September 2008 - July 2010
Best Buy Canada November 2003 - September 2008
Skills
Business Development, Report Development, Financial Analysis and..., Econometric Modeling, Client Relations and..., Administration, Interpersonal Skills, Quantitative Skills, MS Office Suite, Sales, Social Skills, Quantitative Analytics, Analysis, Microsoft Excel, Software Documentation, Microsoft Office, Finance, Call Centers, Marketing Strategy, Management
Education
Humber College 1998 — 2001
Diploma, Computer Programming
Tanya Sydor's Investors Group Experience 2001 - 2002
Job Regional Manager, National Business Development, Investment Planning Counsel
Industry Investment Management
Experience
Investment Planning Counsel June 2004 - Present
OpenSky Capital September 2004 - May 2005
Talvest April 2001 - September 2004
Investors Group 2001 - 2002
Investors Group 2001 - 2002
Skills
Investments, Strategic Financial..., Wealth Management, Mutual Funds, Business Development, Investment Advisory, Portfolio Management, Retirement Planning, Risk Management, Equities, Asset Allocation, ETFs, Investment Management, Retirement, Investment Strategies, Financial Planning
Education
Humber College 1998 — 2001
Finance
Father John Redmond
Father John Redmond
Investment Planning Counsel June 2004 - Present
OpenSky Capital September 2004 - May 2005
Talvest April 2001 - September 2004
Investors Group 2001 - 2002
Investors Group 2001 - 2002
Skills
Investments, Strategic Financial..., Wealth Management, Mutual Funds, Business Development, Investment Advisory, Portfolio Management, Retirement Planning, Risk Management, Equities, Asset Allocation, ETFs, Investment Management, Retirement, Investment Strategies, Financial Planning
Education
Humber College 1998 — 2001
Finance
Father John Redmond
Father John Redmond
Baur Kalibek Baur Kalibek's Investors Group Experience November 2010 - April 2012
Job Sole Proprietor Investor, Business Developer
Industry Financial Services
Experience
Baur Kalibek Assosiates March 2014 - Present
RBC Royal Bank October 2013 - March 2014
BMO Nesbitt Burns April 2012 - September 2013
Investors Group November 2010 - April 2012
Cash Inc February 2005 - June 2009
Assistant November 2008 - May 2009
Kalibek March 2007 - September 2008
El-Al Electronics Ltd November 2004 - November 2006
Broker April 2001 - May 2004
TEMIRBANK Kazakhstan August 1999 - March 2001
Skills
Market Research, Management, Banking, Team Management, Portfolio Management, Analysis, Finance, Internal Audit, Financial Analysis, Retirement Planning, Strategic Financial..., Strategy, Wealth Management, Investments, Corporate Finance, Mergers & Acquisitions, Credit, Business Planning, Managerial Finance, Accounting, Financial Planning
Education
Humber College 2008 — 2009
Kazakh Economic University 1998 — 2000
Bachelor Degree, International Economics
Kazakh National Technical University 1989 — 1995
B.A. Eng,., Mechanical Engineering
Canadian Securities Institute
Securities, Wealth Management, Financinal Planning, Derivatives and Options
Baur Kalibek Assosiates March 2014 - Present
RBC Royal Bank October 2013 - March 2014
BMO Nesbitt Burns April 2012 - September 2013
Investors Group November 2010 - April 2012
Cash Inc February 2005 - June 2009
Assistant November 2008 - May 2009
Kalibek March 2007 - September 2008
El-Al Electronics Ltd November 2004 - November 2006
Broker April 2001 - May 2004
TEMIRBANK Kazakhstan August 1999 - March 2001
Skills
Market Research, Management, Banking, Team Management, Portfolio Management, Analysis, Finance, Internal Audit, Financial Analysis, Retirement Planning, Strategic Financial..., Strategy, Wealth Management, Investments, Corporate Finance, Mergers & Acquisitions, Credit, Business Planning, Managerial Finance, Accounting, Financial Planning
Education
Humber College 2008 — 2009
Kazakh Economic University 1998 — 2000
Bachelor Degree, International Economics
Kazakh National Technical University 1989 — 1995
B.A. Eng,., Mechanical Engineering
Canadian Securities Institute
Securities, Wealth Management, Financinal Planning, Derivatives and Options
Lisa Hanslip, MA, CSEP Lisa Hanslip, MA, CSEP's Investors Group Experience 1999 - 2002
Job Senior Event Designer | PhD Candidate
Industry Higher Education
Experience
University of Calgary September 2012 - Present
The Wedding Planner inc. June 2002 - Present
MyStylishWedding.Com July 2008 - January 2011
ISES Calgary Chapter July 2009 - July 2010
AEGON Canada 2002 - 2002
Investors Group 1999 - 2002
International Herald Tribune 1998 - 1998
FPS 1996 - 1998
Skills
Weddings, Event Management, Research, Writing, Marketing Communications, Corporate Events, Event Planning, Advertising, Sponsorship, Graphic Design, Copywriting, Public Relations, Brand Development, Social Networking, Wedding Planning, Social Media Marketing, Fundraisers, Creative Direction, Newsletters, Social Media, Marketing Strategy, Photography, Relationship Marketing, Coordinating Events, Coordinating Special..., Special Events, Corporate Branding, Special Event, Brand Awareness, Event Producing, Conferences, Floral Design
Education
The University of Calgary 2012 — 2016
Doctor of Philosophy (PhD), Communication and Culture
CSEP Certified Special Events Professional
Emerson College 1996 — 1997
MA, Global Marketing Communication
Pepperdine University 1992 — 1995
BA, Advertising
Bishop Carroll High School 1986 — 1989
University of Calgary September 2012 - Present
The Wedding Planner inc. June 2002 - Present
MyStylishWedding.Com July 2008 - January 2011
ISES Calgary Chapter July 2009 - July 2010
AEGON Canada 2002 - 2002
Investors Group 1999 - 2002
International Herald Tribune 1998 - 1998
FPS 1996 - 1998
Skills
Weddings, Event Management, Research, Writing, Marketing Communications, Corporate Events, Event Planning, Advertising, Sponsorship, Graphic Design, Copywriting, Public Relations, Brand Development, Social Networking, Wedding Planning, Social Media Marketing, Fundraisers, Creative Direction, Newsletters, Social Media, Marketing Strategy, Photography, Relationship Marketing, Coordinating Events, Coordinating Special..., Special Events, Corporate Branding, Special Event, Brand Awareness, Event Producing, Conferences, Floral Design
Education
The University of Calgary 2012 — 2016
Doctor of Philosophy (PhD), Communication and Culture
CSEP Certified Special Events Professional
Emerson College 1996 — 1997
MA, Global Marketing Communication
Pepperdine University 1992 — 1995
BA, Advertising
Bishop Carroll High School 1986 — 1989
John Carnduff John Carnduff's Investors Group Experience 2006 - 2011
Job Consultant at Landmark Canada
Industry Management Consulting
Experience
Landmark Canada September 2013 - Present
Intangent December 2012 - February 2013
Independent Consultant 2011 - 2012
Investors Group 2006 - 2011
Strategy, Finance and Technology Consulting 2003 - 2006
Navantis 2001 - 2003
Nextera (Sibson & Company) 1999 - 2001
Oliver Wyman (Mercer Management Consulting) 1994 - 1999
ArcelorMittal Dofasco 1987 - 1992
Skills
Investments, Insurance, Banking, Software Development, Management Consulting, Marketing Strategy, Market Planning, Direct Sales, Sales Process, Customer Relations, Customer Service, Customer Satisfaction, Customer Retention, Customer Acquisition, Customer Loyalty, Customer Engagement, Customer Insight, Technology Development, Operations, Team Leadership, Team Management, Cross-functional Team..., Process Improvement, Process Development, Process Management, Market Analysis, Financial Analysis, Problem Solving, Financial Sector, Mining, Manufacturing, Utilities, Oil&Gas, Transportation, Retail, Pharmaceuticals, Professional Services, Analysis, Business Analysis, Competitive Analysis, Business Strategy, Business Planning, Industrial Engineering, Management Science, Business Process..., Operational Excellence, Microsoft Office, Results Focused, Financial Services, Strategy
Education
Ivey Business School at Western University 1992 — 1994
MBA, General Management
University of Waterloo 1988 — 1992
M.A.Sc., Engineering - Management Sciences
University of Toronto 1983 — 1987
B.A.Sc., Industrial Engineering
Landmark Canada September 2013 - Present
Intangent December 2012 - February 2013
Independent Consultant 2011 - 2012
Investors Group 2006 - 2011
Strategy, Finance and Technology Consulting 2003 - 2006
Navantis 2001 - 2003
Nextera (Sibson & Company) 1999 - 2001
Oliver Wyman (Mercer Management Consulting) 1994 - 1999
ArcelorMittal Dofasco 1987 - 1992
Skills
Investments, Insurance, Banking, Software Development, Management Consulting, Marketing Strategy, Market Planning, Direct Sales, Sales Process, Customer Relations, Customer Service, Customer Satisfaction, Customer Retention, Customer Acquisition, Customer Loyalty, Customer Engagement, Customer Insight, Technology Development, Operations, Team Leadership, Team Management, Cross-functional Team..., Process Improvement, Process Development, Process Management, Market Analysis, Financial Analysis, Problem Solving, Financial Sector, Mining, Manufacturing, Utilities, Oil&Gas, Transportation, Retail, Pharmaceuticals, Professional Services, Analysis, Business Analysis, Competitive Analysis, Business Strategy, Business Planning, Industrial Engineering, Management Science, Business Process..., Operational Excellence, Microsoft Office, Results Focused, Financial Services, Strategy
Education
Ivey Business School at Western University 1992 — 1994
MBA, General Management
University of Waterloo 1988 — 1992
M.A.Sc., Engineering - Management Sciences
University of Toronto 1983 — 1987
B.A.Sc., Industrial Engineering
Nikki-Leigh Jaroka's Investors Group Experience April 2015 - Present
Job Book Keeper at Self Employed
Industry Financial Services
Experience
Investors Group April 2015 - Present
Costume Rentals January 2010 - Present
Sun Life Financial January 2013 - September 2014
Tan Unlimited November 2006 - May 2013
Skills
Life Insurance, Powerpoint, Disability Insurance, Tax-Sheltered growth..., Retirement Planning, Psychology, Health, Promotions, Growth Investing, RRSP, Group Benefit Plans, TFSA, Health Insurance, mutual funds, Education Funding, Critical illness benefit, Microsoft Excel, Public Speaking, Microsoft Publisher, healthcare protection, Critical Illness, Wealth, Insurance, Financial Planners, Mutual Funds, Whole Life, Retirement, Investments, Financial Planning, Customer Service, Management, PowerPoint
Education
Conestoga College 2010 — 2012
Certificate, Health Sciences, 92%
Conestoga College 2009 — 2011
Pre health sciences, Biology, General
Grand River 2003 — 2007
High School, Economics, 88%
Investors Group April 2015 - Present
Costume Rentals January 2010 - Present
Sun Life Financial January 2013 - September 2014
Tan Unlimited November 2006 - May 2013
Skills
Life Insurance, Powerpoint, Disability Insurance, Tax-Sheltered growth..., Retirement Planning, Psychology, Health, Promotions, Growth Investing, RRSP, Group Benefit Plans, TFSA, Health Insurance, mutual funds, Education Funding, Critical illness benefit, Microsoft Excel, Public Speaking, Microsoft Publisher, healthcare protection, Critical Illness, Wealth, Insurance, Financial Planners, Mutual Funds, Whole Life, Retirement, Investments, Financial Planning, Customer Service, Management, PowerPoint
Education
Conestoga College 2010 — 2012
Certificate, Health Sciences, 92%
Conestoga College 2009 — 2011
Pre health sciences, Biology, General
Grand River 2003 — 2007
High School, Economics, 88%
Shar Khademi Shar Khademi's Investors Group Experience March 2011 - Present
Job Assistant at Finance
Industry Financial Services
Experience
Investors Group March 2011 - Present
Western University May 2006 - August 2008
Skills
Office Administration, Microsoft Office, Microsoft Excel, Operating Budgets, Finance, Recruitment Advertising, Recruiting, Investments, Budgets, PowerPoint, Event Planning, Fundraising, Time Management, Research, Administration, Teamwork
Education
The University of Western Ontario 2004 — 2009
Bachelor of Arts, Cross Disciplinary Studies, Biology and Psychology
Fanshawe College 2007 — 2008
Certificate, Human Services
Investors Group March 2011 - Present
Western University May 2006 - August 2008
Skills
Office Administration, Microsoft Office, Microsoft Excel, Operating Budgets, Finance, Recruitment Advertising, Recruiting, Investments, Budgets, PowerPoint, Event Planning, Fundraising, Time Management, Research, Administration, Teamwork
Education
The University of Western Ontario 2004 — 2009
Bachelor of Arts, Cross Disciplinary Studies, Biology and Psychology
Fanshawe College 2007 — 2008
Certificate, Human Services
Sergey Levchenko's Investors Group Experience January 2008 - November 2008
Job Mutual Fund Representative at Excel Gestion Privée
Industry Financial Services
Experience
Excel Gestion Privée January 2015 - Present
Protecto.ca January 2012 - Present
Sun Life Financial November 2008 - January 2012
GoFly.ca travel agency March 2004 - January 2010
Investors Group January 2008 - November 2008
Skills
Investments, Insurance, Mutual Funds, Retirement Planning, Financial Planning, Term Life Insurance, Financial Analysis, Health Insurance, Disability Insurance, Annuities, Critical Illness, Fixed Income, Insurance Planning, Segregated Funds, Retirement Savings, Fixed Annuities, Strategic Financial..., Wealth Management, Financial Planners
Education
HEC Montréal 2000 — 2000
certificat, commerce
National Aviation University Ukraine, Kiev 1987 — 1993
B.Sc, mechanics
Sasovo Flying School, Sasovo, Russia 1983 — 1986
airline pilot, pilot
Excel Gestion Privée January 2015 - Present
Protecto.ca January 2012 - Present
Sun Life Financial November 2008 - January 2012
GoFly.ca travel agency March 2004 - January 2010
Investors Group January 2008 - November 2008
Skills
Investments, Insurance, Mutual Funds, Retirement Planning, Financial Planning, Term Life Insurance, Financial Analysis, Health Insurance, Disability Insurance, Annuities, Critical Illness, Fixed Income, Insurance Planning, Segregated Funds, Retirement Savings, Fixed Annuities, Strategic Financial..., Wealth Management, Financial Planners
Education
HEC Montréal 2000 — 2000
certificat, commerce
National Aviation University Ukraine, Kiev 1987 — 1993
B.Sc, mechanics
Sasovo Flying School, Sasovo, Russia 1983 — 1986
airline pilot, pilot
Sean Oliver Sean Oliver's Investors Group Experience February 2012 - Present
Job Division Director at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group February 2012 - Present
Investors Group March 2009 - Present
Heart and Stroke Foundation of BC & Yukon April 2007 - February 2009
Heart and Stroke Foundation of Ontario 2005 - 2007
Skills
Fundraising, Customer Service, Strategic Planning, Event Planning, Team Leadership, Budgets, Coaching, Time Management, Philanthropy, Non-profits, Public Speaking, Event Management, Leadership Development, Leadership, Entrepreneurship, Risk Management, Critical Illness, Nonprofits
Education
Western University 1994 — 1999
BA Hons., Kinesiology
Humber College 1998 — 1999
Diploma, Recreation Services
Investors Group February 2012 - Present
Investors Group March 2009 - Present
Heart and Stroke Foundation of BC & Yukon April 2007 - February 2009
Heart and Stroke Foundation of Ontario 2005 - 2007
Skills
Fundraising, Customer Service, Strategic Planning, Event Planning, Team Leadership, Budgets, Coaching, Time Management, Philanthropy, Non-profits, Public Speaking, Event Management, Leadership Development, Leadership, Entrepreneurship, Risk Management, Critical Illness, Nonprofits
Education
Western University 1994 — 1999
BA Hons., Kinesiology
Humber College 1998 — 1999
Diploma, Recreation Services
Bhisham virat Tyagi's Investors Group Experience January 2014 - April 2014
Job student at George Brown College
Industry Marketing and Advertising
Experience
Investors Group January 2014 - April 2014
iQor August 2012 - July 2013
ITC Limited May 2011 - June 2011
Skills
Teamwork, Microsoft Office, Social Media, PowerPoint, Time Management, Microsoft Excel, Customer Service, Microsoft Word, Advertising, Marketing Communications, Event Planning, NIIT-Certificate..., Market Research, Marketing
Education
George Brown College 2013 — 2014
Financial services
Institute of management studies dehradun 2009 — 2012
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General, 65%
St. Thomas Academy
Senior secondery
Investors Group January 2014 - April 2014
iQor August 2012 - July 2013
ITC Limited May 2011 - June 2011
Skills
Teamwork, Microsoft Office, Social Media, PowerPoint, Time Management, Microsoft Excel, Customer Service, Microsoft Word, Advertising, Marketing Communications, Event Planning, NIIT-Certificate..., Market Research, Marketing
Education
George Brown College 2013 — 2014
Financial services
Institute of management studies dehradun 2009 — 2012
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General, 65%
St. Thomas Academy
Senior secondery
Eliane Vaillancourt's Investors Group Experience October 2008 - May 2010
Job Professionnelle en ventes à la recherche de nouveaux défis
Industry Medical Practice
Experience
Commerce de détail / financement May 2010 - July 2014
Investors Group October 2008 - May 2010
HSBC May 2006 - October 2008
HSBC May 2006 - November 2006
Skills
Business Development, Sales, Sales Operations, Direct Sales, Administration, Customer Service, Customer Satisfaction, Customer Relations, Sales Management, Leadership, Négociations, Leadership d'équipe, Planification..., Planification..., Processus de vente, Stratégie marketing
Education
École des sciences de la gestion (ESG UQAM) 2010 — 2015
Bachelor of Business Administration (B.B.A.), Perfectionnement en gestion
Collège Montmorency 2003 — 2005
DEC, Administration et gestion des affaires, général
Commerce de détail / financement May 2010 - July 2014
Investors Group October 2008 - May 2010
HSBC May 2006 - October 2008
HSBC May 2006 - November 2006
Skills
Business Development, Sales, Sales Operations, Direct Sales, Administration, Customer Service, Customer Satisfaction, Customer Relations, Sales Management, Leadership, Négociations, Leadership d'équipe, Planification..., Planification..., Processus de vente, Stratégie marketing
Education
École des sciences de la gestion (ESG UQAM) 2010 — 2015
Bachelor of Business Administration (B.B.A.), Perfectionnement en gestion
Collège Montmorency 2003 — 2005
DEC, Administration et gestion des affaires, général
Wendell Brereton Wendell Brereton's Investors Group Experience March 2013 - September 2014
Job Business Development Consultant at Money Gate Corp.
Industry Financial Services
Experience
Money Gate Corp. 2015 - Present
BBMG Financial Brokerage September 2014 - Present
Investors Group March 2013 - September 2014
Microsoft Corp October 2012 - February 2013
Canadian Brass & Copper Co. March 2011 - February 2012
Ontario Provincial Police August 1994 - November 2006
Skills
Windows, Windows 8, Microsoft Office, Marketing Strategy, Economics, Business Strategy, New Business Development, Business management, Global Business..., Windows phone 8, Leadership, Management, Strategy, Investments, Sales, Insurance, Public Speaking, Entrepreneurship, Business Intelligence, Strategic Planning, Strategic Financial..., Portfolio Management, Marketing Communications, Financial Planning
Education
Fairleigh Dickinson University 1988 — 1992
Bachelor of Applied Science (BASc), Accounting and Business/Management
Fairleigh Dickinson University 1988 — 1992
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Money Gate Corp. 2015 - Present
BBMG Financial Brokerage September 2014 - Present
Investors Group March 2013 - September 2014
Microsoft Corp October 2012 - February 2013
Canadian Brass & Copper Co. March 2011 - February 2012
Ontario Provincial Police August 1994 - November 2006
Skills
Windows, Windows 8, Microsoft Office, Marketing Strategy, Economics, Business Strategy, New Business Development, Business management, Global Business..., Windows phone 8, Leadership, Management, Strategy, Investments, Sales, Insurance, Public Speaking, Entrepreneurship, Business Intelligence, Strategic Planning, Strategic Financial..., Portfolio Management, Marketing Communications, Financial Planning
Education
Fairleigh Dickinson University 1988 — 1992
Bachelor of Applied Science (BASc), Accounting and Business/Management
Fairleigh Dickinson University 1988 — 1992
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Mélanie Ranieri Mélanie Ranieri's Investors Group Experience April 2015 - Present
Job insurance planning specialist
Industry Financial Services
Experience
Investors Group April 2015 - Present
Manulife Financial May 2014 - April 2015
Great-West Financial July 2013 - May 2014
Great-West Life January 2008 - June 2013
Skills
Investissements, Retraite
Education
2004 — 2007
BAA, Marketing
Investors Group April 2015 - Present
Manulife Financial May 2014 - April 2015
Great-West Financial July 2013 - May 2014
Great-West Life January 2008 - June 2013
Skills
Investissements, Retraite
Education
2004 — 2007
BAA, Marketing
Anna Siwicka's Investors Group Experience January 2012 - May 2012
Job Analyst at TD
Industry Financial Services
Experience
TD October 2013 - Present
JPMorgan Chase May 2012 - August 2013
University of Ottawa January 2012 - May 2012
Investors Group January 2012 - May 2012
Skills
Financial Analysis, Credit, Credit Analysis, Portfolio Management, Banking, Financial Modeling, Risk Management, Corporate Finance, Finance, Investments, Valuation, Credit Risk, Loans, Financial Risk, Capital Markets, Economics
Education
Certified Management Accountants 2013 — 2015
University of Ottawa / Université d'Ottawa 2008 — 2012
Bachelor of Commerce (B.Com.), Finance, French Immersion, Cum Laude
Grenoble Ecole de Management 2011 — 2011
Management Studies, International Exchange Program
ESC Rouen 2011 — 2011
Master in Management Grande Ecole, International Business/Commerce
Cardinal Newman
High School Diploma
TD October 2013 - Present
JPMorgan Chase May 2012 - August 2013
University of Ottawa January 2012 - May 2012
Investors Group January 2012 - May 2012
Skills
Financial Analysis, Credit, Credit Analysis, Portfolio Management, Banking, Financial Modeling, Risk Management, Corporate Finance, Finance, Investments, Valuation, Credit Risk, Loans, Financial Risk, Capital Markets, Economics
Education
Certified Management Accountants 2013 — 2015
University of Ottawa / Université d'Ottawa 2008 — 2012
Bachelor of Commerce (B.Com.), Finance, French Immersion, Cum Laude
Grenoble Ecole de Management 2011 — 2011
Management Studies, International Exchange Program
ESC Rouen 2011 — 2011
Master in Management Grande Ecole, International Business/Commerce
Cardinal Newman
High School Diploma
Sonya Kertland's Investors Group Experience September 2013 - January 2015
Job Brand Ambassador
Industry Consumer Services
Experience
Monster Energy Inc. January 2015 - Present
Investors Group September 2013 - January 2015
The Source January 2012 - March 2013
Groupe Dynamite September 2009 - December 2011
Limité February 2009 - September 2009
Restaurant Magnum May 2008 - September 2008
Skills
Organization, Planning..., Outlook, Microsoft Word, Microsoft Excel, Sales, Store Management, Data Entry, Customer Service, Retail, Time Management, Merchandising, Visual Merchandising, Inventory Management, Retail Sales, Microsoft Office, Teamwork, Inventory Control, Customer Satisfaction, PowerPoint, Cashiering, Event Planning, Management, Marketing, Interviews, Administration, Telephone Skills, Organizational..., Facebook, Hiring, Recruiting, Social Networking, Administrative..., Office Administration, Training, Office Management, Customer Experience, Store Operations, Invoicing, Employee Training, POS, Human Resources, Leadership, Event Management, Accounts Payable, Cash Handling Experience, Budgets, Filing, Planograms, Performance Management
Education
Concordia University 2008 — 2012
Bachelor of Applied Science (BASc), Major Human Relations
Dawson College 2006 — 2008
DEC Social Sciences, Child Studies
Monster Energy Inc. January 2015 - Present
Investors Group September 2013 - January 2015
The Source January 2012 - March 2013
Groupe Dynamite September 2009 - December 2011
Limité February 2009 - September 2009
Restaurant Magnum May 2008 - September 2008
Skills
Organization, Planning..., Outlook, Microsoft Word, Microsoft Excel, Sales, Store Management, Data Entry, Customer Service, Retail, Time Management, Merchandising, Visual Merchandising, Inventory Management, Retail Sales, Microsoft Office, Teamwork, Inventory Control, Customer Satisfaction, PowerPoint, Cashiering, Event Planning, Management, Marketing, Interviews, Administration, Telephone Skills, Organizational..., Facebook, Hiring, Recruiting, Social Networking, Administrative..., Office Administration, Training, Office Management, Customer Experience, Store Operations, Invoicing, Employee Training, POS, Human Resources, Leadership, Event Management, Accounts Payable, Cash Handling Experience, Budgets, Filing, Planograms, Performance Management
Education
Concordia University 2008 — 2012
Bachelor of Applied Science (BASc), Major Human Relations
Dawson College 2006 — 2008
DEC Social Sciences, Child Studies
Mikael Paquin-Henri Mikael Paquin-Henri's Investors Group Experience May 2012 - May 2013
Job Manager of Personal Financial Services at TD
Industry Banking
Experience
TD September 2014 - Present
TD August 2013 - August 2014
Concordia University September 2010 - December 2013
Investors Group May 2012 - May 2013
Bank of Montreal July 2011 - May 2012
Skills
Strategic Financial..., Investments, Mutual Funds, Portfolio Management, Investment Strategies, Insurance, Wealth Management, Financial Analysis, Retirement Planning, Estate Planning, Banking, Retirement, Financial Advisory, Mortgage Lending, Bloomberg Terminal, Pensions, Microsoft Office
Education
Canadian Securities Institute 2014 — 2014
Financial Planning I
Concordia University 2010 — 2013
Bachelor of Commerce (B.Com.), Finance, General
IFIC 2012 — 2012
Investment Funds in Canada
TD September 2014 - Present
TD August 2013 - August 2014
Concordia University September 2010 - December 2013
Investors Group May 2012 - May 2013
Bank of Montreal July 2011 - May 2012
Skills
Strategic Financial..., Investments, Mutual Funds, Portfolio Management, Investment Strategies, Insurance, Wealth Management, Financial Analysis, Retirement Planning, Estate Planning, Banking, Retirement, Financial Advisory, Mortgage Lending, Bloomberg Terminal, Pensions, Microsoft Office
Education
Canadian Securities Institute 2014 — 2014
Financial Planning I
Concordia University 2010 — 2013
Bachelor of Commerce (B.Com.), Finance, General
IFIC 2012 — 2012
Investment Funds in Canada
Taranjit Randhawa Taranjit Randhawa's Investors Group Experience July 2013 - August 2013
Job 4th Year Queen's School of Business Student
Industry Management Consulting
Experience
Smith School of Business At Queen's University October 2015 - Present
Mackenzie Investments May 2015 - August 2015
Moen Incorporated April 2014 - August 2014
Investors Group July 2013 - August 2013
Anglican Diocese of Niagara June 2013 - August 2013
Junior Achievement Company Program October 2009 - April 2012
RBC Royal Bank October 2010 - January 2011
Skills
Teamwork, Leadership, Analytical Skills, Critical Thinking, Result Oriented, Finance, Communication, PowerPoint
Education
Queen's University 2012 — 2016
Bachelor of Commerce (BCom), Finance
European Business School Oestrich-Winkel
Lester B. Pearson High School 2008 — 2012
Smith School of Business At Queen's University October 2015 - Present
Mackenzie Investments May 2015 - August 2015
Moen Incorporated April 2014 - August 2014
Investors Group July 2013 - August 2013
Anglican Diocese of Niagara June 2013 - August 2013
Junior Achievement Company Program October 2009 - April 2012
RBC Royal Bank October 2010 - January 2011
Skills
Teamwork, Leadership, Analytical Skills, Critical Thinking, Result Oriented, Finance, Communication, PowerPoint
Education
Queen's University 2012 — 2016
Bachelor of Commerce (BCom), Finance
European Business School Oestrich-Winkel
Lester B. Pearson High School 2008 — 2012
Arthur Chocholacek Arthur Chocholacek's Investors Group Experience July 2006 - December 2010
Job Chief Services Manager at Eligeo CRM
Industry Information Technology and Services
Experience
Eligeo CRM May 2015 - Present
The University of British Columbia November 2014 - May 2015
Eligeo CRM November 2012 - October 2014
Intact Financial Corporation May 2012 - November 2012
Allstate Canada January 2012 - May 2012
The Co-operators March 2011 - January 2012
Investors Group July 2006 - December 2010
STAPLES Canada August 2008 - December 2008
Skills
CompTIA A+ Certification, CompTIA Network+..., Insurance, Claim, Windows 7, Computer Repair, Microsoft Exchange, Server Administration, Network Administration, Wireless Networking, Printers, Windows 2000, A+ Certified, Windows Vista, Laptops, Help Desk Support, Life Insurance, Windows Server, SugarCRM, Business Process, Business Process..., Business Development, Training, Disability Insurance, JavaScript, Sugar, PHP
Education
Dawson College 2000 — 2000
Eligeo CRM May 2015 - Present
The University of British Columbia November 2014 - May 2015
Eligeo CRM November 2012 - October 2014
Intact Financial Corporation May 2012 - November 2012
Allstate Canada January 2012 - May 2012
The Co-operators March 2011 - January 2012
Investors Group July 2006 - December 2010
STAPLES Canada August 2008 - December 2008
Skills
CompTIA A+ Certification, CompTIA Network+..., Insurance, Claim, Windows 7, Computer Repair, Microsoft Exchange, Server Administration, Network Administration, Wireless Networking, Printers, Windows 2000, A+ Certified, Windows Vista, Laptops, Help Desk Support, Life Insurance, Windows Server, SugarCRM, Business Process, Business Process..., Business Development, Training, Disability Insurance, JavaScript, Sugar, PHP
Education
Dawson College 2000 — 2000
Elias Deuchoghlian's Investors Group Experience April 2009 - October 2010
Job Experienced manager and entrepreneur
Industry Consumer Goods
Experience
Cosmic E-Vape Inc. September 2012 - Present
Original Foods November 2010 - April 2013
Investors Group April 2009 - October 2010
South Korean Government May 2007 - March 2009
Skills
Product Development, Brand Management, Project Management, Product Marketing, Purchasing, Negotiation, Management, Marketing, Retail, Program Management, Public Relations, Cross-functional Team..., Entrepreneurship, Sales, Marketing Strategy, Budgets, Customer Service
Education
Concordia University 2002 — 2006
Bachelor of Commerce (B.Com.), Accountancy
Collège de Bois-de-Boulogne 1999 — 2001
Bachelor of Commerce (B.Com.)
Cosmic E-Vape Inc. September 2012 - Present
Original Foods November 2010 - April 2013
Investors Group April 2009 - October 2010
South Korean Government May 2007 - March 2009
Skills
Product Development, Brand Management, Project Management, Product Marketing, Purchasing, Negotiation, Management, Marketing, Retail, Program Management, Public Relations, Cross-functional Team..., Entrepreneurship, Sales, Marketing Strategy, Budgets, Customer Service
Education
Concordia University 2002 — 2006
Bachelor of Commerce (B.Com.), Accountancy
Collège de Bois-de-Boulogne 1999 — 2001
Bachelor of Commerce (B.Com.)
Steve Yang's Investors Group Experience September 2012 - February 2013
Job Investment Banking Summer Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
Ashbridge Partners May 2014 - August 2014
G.B Capital Markets June 2013 - August 2013
Investors Group September 2012 - February 2013
Education
Ivey Business School at Western University 2012 — 2016
Honors Business Administration (HBA)
Pinetree Secondary School 2008 — 2012
Goldman Sachs June 2015 - Present
Ashbridge Partners May 2014 - August 2014
G.B Capital Markets June 2013 - August 2013
Investors Group September 2012 - February 2013
Education
Ivey Business School at Western University 2012 — 2016
Honors Business Administration (HBA)
Pinetree Secondary School 2008 — 2012
Andréa Benoit Andréa Benoit's Investors Group Experience May 2015 - Present
Job PFP Specialist Assistant
Industry Financial Services
Experience
Investors Group May 2015 - Present
Restaurants Ben & Florentine Inc. February 2010 - June 2015
Skills
Leadership, Travail d'équipe, Sens de l'organisation, Communication, Microsoft Excel, Microsoft Word, Microsoft Access
Education
HEC Montréal 2014 — 2017
B.A.A, Finance, General
Cégep Régional de Lanaudière 2012 — 2014
Diplôme d'études collégiales, Sciences de la nature
Investors Group May 2015 - Present
Restaurants Ben & Florentine Inc. February 2010 - June 2015
Skills
Leadership, Travail d'équipe, Sens de l'organisation, Communication, Microsoft Excel, Microsoft Word, Microsoft Access
Education
HEC Montréal 2014 — 2017
B.A.A, Finance, General
Cégep Régional de Lanaudière 2012 — 2014
Diplôme d'études collégiales, Sciences de la nature
Matthew McLellan's Investors Group Experience April 2013 - September 2013
Job Analyst at BottomLine Group
Industry Management Consulting
Experience
BottomLine Group September 2014 - Present
Western University September 2012 - April 2014
Investors Group April 2013 - September 2013
Impact Alert April 2012 - August 2012
CIBC Wood Gundy September 2011 - February 2012
The Sunshine Foundation September 2009 - September 2011
The Richard Ivey School of Business April 2011 - August 2011
Skills
Research, Teamwork, Marketing, Non-profits, Accounting, Fundraising, Strategy, Business Analysis, Finance, Financial Modeling, LinkedIn, Triple Bottom Line, Nonprofits, Analytics, Management, Women Owned Business, Women's Health, Leadership
Education
The University of Western Ontario - Richard Ivey School of Business 2012 — 2014
HBA, Business Administration and Management, General
The University of Western Ontario 2010 — 2012
Business, Psychology; French, Sociology, Mathematics
Sir Wilfrid Laurier Secondary School 2006 — 2010
High School Diploma
BottomLine Group September 2014 - Present
Western University September 2012 - April 2014
Investors Group April 2013 - September 2013
Impact Alert April 2012 - August 2012
CIBC Wood Gundy September 2011 - February 2012
The Sunshine Foundation September 2009 - September 2011
The Richard Ivey School of Business April 2011 - August 2011
Skills
Research, Teamwork, Marketing, Non-profits, Accounting, Fundraising, Strategy, Business Analysis, Finance, Financial Modeling, LinkedIn, Triple Bottom Line, Nonprofits, Analytics, Management, Women Owned Business, Women's Health, Leadership
Education
The University of Western Ontario - Richard Ivey School of Business 2012 — 2014
HBA, Business Administration and Management, General
The University of Western Ontario 2010 — 2012
Business, Psychology; French, Sociology, Mathematics
Sir Wilfrid Laurier Secondary School 2006 — 2010
High School Diploma
Nadine Thomas, MBA's Investors Group Experience May 2006 - October 2012
Job Financial Security Advisor, Mutual funds representative, Group Insurance and group annuities representative
Industry Financial Services
Experience
Zagari, Simpson & Associates Inc. March 2014 - Present
LaSalle College September 2013 - Present
Industrielle Alliance October 2012 - January 2014
Investors Group May 2006 - October 2012
Landmark Education 2006 - 2011
CECI June 2002 - May 2006
Skills
Estate Planning, Retirement Planning, Investments, French, Strategic Financial..., Insurance, Strategic Planning, Budget, Analysis, Banking, Management, Retirement, Finance, Mutual Funds, Financial Planners, Fixed Annuities, Disability Insurance, Planification..., Assurance
Education
HEC Montréal 2007 — 2010
Plan. Fin, Certificat en Planification financière
Université de Montréal - HEC Montréal 2001 — 2004
MBA
Collège d'Alfred 1982 — 1984
Technologie Agricole, Agriculture, exploitation agricole et sciences apparentées
Université d'Ottawa 1978 — 1982
General Sciences
Zagari, Simpson & Associates Inc. March 2014 - Present
LaSalle College September 2013 - Present
Industrielle Alliance October 2012 - January 2014
Investors Group May 2006 - October 2012
Landmark Education 2006 - 2011
CECI June 2002 - May 2006
Skills
Estate Planning, Retirement Planning, Investments, French, Strategic Financial..., Insurance, Strategic Planning, Budget, Analysis, Banking, Management, Retirement, Finance, Mutual Funds, Financial Planners, Fixed Annuities, Disability Insurance, Planification..., Assurance
Education
HEC Montréal 2007 — 2010
Plan. Fin, Certificat en Planification financière
Université de Montréal - HEC Montréal 2001 — 2004
MBA
Collège d'Alfred 1982 — 1984
Technologie Agricole, Agriculture, exploitation agricole et sciences apparentées
Université d'Ottawa 1978 — 1982
General Sciences
Poornima Narayan Poornima Narayan's Investors Group Experience November 2014 - May 2015
Job Sales and Marketing Associate at Sprott Private Wealth LP
Industry Financial Services
Experience
Sprott Private Wealth LP May 2015 - Present
Investors Group November 2014 - May 2015
Music Marketing Inc. December 2013 - November 2014
Scalar Decisions July 2012 - November 2013
Aon Risk Services July 2010 - July 2012
Audi Downtown Toronto September 2009 - June 2010
Scarborough Lexus and Toyota March 2007 - May 2009
Skills
Financial Analysis, Team Leadership, Forecasting, Risk Management, Financial Reporting, Microsoft Office, Insurance, Financial Modeling, Process Improvement, Customer Service, Leadership, Management, Accounting, Analysis, Finance, Microsoft Excel, Teamwork
Education
Canadian Securities Institute
Conduct and Practices Handbook (CPH)
George Brown College 2012 — 2014
Financial Planning Certificate
Canadian Securities Institute
Canadian Securities Course (CSC)
University of Toronto
Certificate in Financial Analysis and Investment Management
University of Toronto 2006 — 2010
Bachelor's Degree, Business Administration
Sprott Private Wealth LP May 2015 - Present
Investors Group November 2014 - May 2015
Music Marketing Inc. December 2013 - November 2014
Scalar Decisions July 2012 - November 2013
Aon Risk Services July 2010 - July 2012
Audi Downtown Toronto September 2009 - June 2010
Scarborough Lexus and Toyota March 2007 - May 2009
Skills
Financial Analysis, Team Leadership, Forecasting, Risk Management, Financial Reporting, Microsoft Office, Insurance, Financial Modeling, Process Improvement, Customer Service, Leadership, Management, Accounting, Analysis, Finance, Microsoft Excel, Teamwork
Education
Canadian Securities Institute
Conduct and Practices Handbook (CPH)
George Brown College 2012 — 2014
Financial Planning Certificate
Canadian Securities Institute
Canadian Securities Course (CSC)
University of Toronto
Certificate in Financial Analysis and Investment Management
University of Toronto 2006 — 2010
Bachelor's Degree, Business Administration
Joseph Shoichet Joseph Shoichet's Investors Group Experience October 1991 - January 1993
Job Owner, Joseph Shoichet Consulting
Industry Accounting
Experience
Joseph Shoichet Consulting January 1993 - Present
Queensbury Strategies Inc. January 1995 - Present
Investors Group October 1991 - January 1993
Skills
Strategic Financial..., Small Business, Mutual Funds, Investments, QuickBooks, Finance, Retirement Planning, Portfolio Management, Insurance, Tax Preparation, Tax, Financial Advisory, Estate Planning, Securities, Investment Advisory, Asset Management, Financial Analysis, Financial Services, US Tax, Bookkeeping, Wave Accounting, Financial Planning, Accounting, Budgets, Strategic Planning, Business Planning, Financial Reporting, Start-ups
Education
D'Youville College 2007 — 2008
Master of Science, Childhood Education
Western University 1987 — 1992
Bachelor Of Arts, Economics
Joseph Shoichet Consulting January 1993 - Present
Queensbury Strategies Inc. January 1995 - Present
Investors Group October 1991 - January 1993
Skills
Strategic Financial..., Small Business, Mutual Funds, Investments, QuickBooks, Finance, Retirement Planning, Portfolio Management, Insurance, Tax Preparation, Tax, Financial Advisory, Estate Planning, Securities, Investment Advisory, Asset Management, Financial Analysis, Financial Services, US Tax, Bookkeeping, Wave Accounting, Financial Planning, Accounting, Budgets, Strategic Planning, Business Planning, Financial Reporting, Start-ups
Education
D'Youville College 2007 — 2008
Master of Science, Childhood Education
Western University 1987 — 1992
Bachelor Of Arts, Economics
Donna Marie Donna Marie's Investors Group Experience October 2012 - March 2014
Job Freelance Hair & Makeup Artist
Industry Cosmetics
Experience
The Shopping Channel August 2014 - Present
Beauty by Donna Marie 2009 - Present
Investors Group October 2012 - March 2014
Marvin Windows and Doors February 2006 - March 2012
Laura Secord January 2000 - 2006
Groupe Dynamite October 2003 - August 2005
Skills
Customer Service, Social Media, Microsoft Office, Retail, PowerPoint, Social Networking, Merchandising, Microsoft Excel, Customer Satisfaction, Public Relations, Cosmetics, Makeup Artistry, Microsoft Word, Outlook, Blogging, Skin Care, Beauty Industry, Fashion, Sales, Makeovers, Visual Merchandising, Trade Shows, Styling, Coaching, Administrative...
Education
Humber College 2003 — 2005
Diploma, Business Management
Kingsway College 1995 — 1999
OSSD
The Shopping Channel August 2014 - Present
Beauty by Donna Marie 2009 - Present
Investors Group October 2012 - March 2014
Marvin Windows and Doors February 2006 - March 2012
Laura Secord January 2000 - 2006
Groupe Dynamite October 2003 - August 2005
Skills
Customer Service, Social Media, Microsoft Office, Retail, PowerPoint, Social Networking, Merchandising, Microsoft Excel, Customer Satisfaction, Public Relations, Cosmetics, Makeup Artistry, Microsoft Word, Outlook, Blogging, Skin Care, Beauty Industry, Fashion, Sales, Makeovers, Visual Merchandising, Trade Shows, Styling, Coaching, Administrative...
Education
Humber College 2003 — 2005
Diploma, Business Management
Kingsway College 1995 — 1999
OSSD
Andrew Peirson's Investors Group Experience May 2015 - August 2015
Job Assistant at Investors Group
Industry Investment Banking
Experience
Gannon University August 2015 - Present
Investors Group May 2015 - August 2015
The Wendy's Company May 2013 - August 2013
Skills
Leadership, Social Networking, Finance, Financial Analysis, Critical Thinking, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Microsoft Office, Project Management, Time Management, Customer Service, Team Leadership, Management, Sales, Event Planning, Teamwork, Public Speaking, Research, Investments
Education
Gannon University 2013 — 2017
Finance and Entrepreneurship (Dual Major)
Holy Cross Catholic Secondary School 2008 — 2012
Business/Commerce, General
Gannon University August 2015 - Present
Investors Group May 2015 - August 2015
The Wendy's Company May 2013 - August 2013
Skills
Leadership, Social Networking, Finance, Financial Analysis, Critical Thinking, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Microsoft Office, Project Management, Time Management, Customer Service, Team Leadership, Management, Sales, Event Planning, Teamwork, Public Speaking, Research, Investments
Education
Gannon University 2013 — 2017
Finance and Entrepreneurship (Dual Major)
Holy Cross Catholic Secondary School 2008 — 2012
Business/Commerce, General
Jacki Wise Jacki Wise's Investors Group Experience July 2015 - Present
Job Executive Assistant at Investors Group
Industry Financial Services
Experience
Investors Group July 2015 - Present
AllPro Deck and Fence Inc. 2012 - Present
TD Bank Group July 2008 - July 2011
TD Bank Group November 1998 - July 2008
Skills
Consumer Lending, Small Business Lending, Lines Of Credit, Credit, Banking, Commercial Banking, Loans, Mortgage Lending, Commercial Lending, Mutual Funds, Credit Analysis, Residential Mortgages, Wealth Management, Credit Risk, Series 63, Mortgage Servicing, Branch Banking, Loan Origination, Customer Service
Education
Fanshawe College
Investors Group July 2015 - Present
AllPro Deck and Fence Inc. 2012 - Present
TD Bank Group July 2008 - July 2011
TD Bank Group November 1998 - July 2008
Skills
Consumer Lending, Small Business Lending, Lines Of Credit, Credit, Banking, Commercial Banking, Loans, Mortgage Lending, Commercial Lending, Mutual Funds, Credit Analysis, Residential Mortgages, Wealth Management, Credit Risk, Series 63, Mortgage Servicing, Branch Banking, Loan Origination, Customer Service
Education
Fanshawe College
Anthony Florendo Anthony Florendo's Investors Group Experience July 2015 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group July 2015 - Present
WD-40 Company (Canada) Ltd. September 2011 - September 2014
S&H October 2005 - June 2011
GS May International 2004 - 2005
Sunstar America 2002 - 2004
Taro Pharmaceuticals 2000 - 2002
Bristol-Myers Squibb 1998 - 2000
Drug Trading 1987 - 1995
Skills
New Business Development, Sales Management, Product Development, Product Management, Product Marketing, Pharmaceutical Industry, Pharmaceutical Sales, Project Management, Consumer Products, Strategic Planning, Retail, National Accounts, Key Account Management, Forecasting, Program Customization, Negotiation, Management, Marketing Strategy, Product Launch, Marketing Management, Sales
Education
De La Salle University
MBA
Far Eastern University
BSc Chem
Investors Group July 2015 - Present
WD-40 Company (Canada) Ltd. September 2011 - September 2014
S&H October 2005 - June 2011
GS May International 2004 - 2005
Sunstar America 2002 - 2004
Taro Pharmaceuticals 2000 - 2002
Bristol-Myers Squibb 1998 - 2000
Drug Trading 1987 - 1995
Skills
New Business Development, Sales Management, Product Development, Product Management, Product Marketing, Pharmaceutical Industry, Pharmaceutical Sales, Project Management, Consumer Products, Strategic Planning, Retail, National Accounts, Key Account Management, Forecasting, Program Customization, Negotiation, Management, Marketing Strategy, Product Launch, Marketing Management, Sales
Education
De La Salle University
MBA
Far Eastern University
BSc Chem
Peter Gensens Peter Gensens's Investors Group Experience January 2015 - Present
Job Consultant, Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group January 2015 - Present
Regional Hospitals June 2013 - February 2014
Gold Dental Lab Inc March 2012 - December 2013
St. Joseph Healthcare Centre September 2000 - March 2012
Skills
Financial Planning, Mutual Funds, Retirement Planning, Investment Strategies, Debt Management, investment, Business Analysis, Project Management, Data Analysis, Process Improvement
Education
UWO 1987 — 2015
Bachelor's degree
Fanshawe College 1990 — 1994
Business Information Systems, Business
Investors Group January 2015 - Present
Regional Hospitals June 2013 - February 2014
Gold Dental Lab Inc March 2012 - December 2013
St. Joseph Healthcare Centre September 2000 - March 2012
Skills
Financial Planning, Mutual Funds, Retirement Planning, Investment Strategies, Debt Management, investment, Business Analysis, Project Management, Data Analysis, Process Improvement
Education
UWO 1987 — 2015
Bachelor's degree
Fanshawe College 1990 — 1994
Business Information Systems, Business
Dana Astle Dana Astle's Investors Group Experience January 2011 - April 2012
Job Administrative Assistant to Andrew Davies, VP Automotive Merchandising at Canadian Tire
Industry Marketing and Advertising
Experience
Canadian Tire June 2012 - Present
Right To Play January 2012 - April 2012
Investors Group January 2011 - April 2012
Direct Branding Force May 2010 - March 2012
GWN Dragon Boat May 2010 - October 2010
St. Georges Elementary School of Montreal September 2008 - June 2009
Centennial Academy September 2007 - June 2008
Skills
Marketing, Social Media, Event Management, Event Planning, Leadership, Time Management, Team Leadership, New Business Development, Budgets, Management, Teamwork, Sports Marketing, Marketing Communications, Social Media Marketing, Relationship Marketing
Education
George Brown College 2010 — 2010
Post Graduate Program, Sport and Event Marketing
McGill University 2002 — 2006
Bachelor of Education, Physical Education, Geography
Canadian Tire June 2012 - Present
Right To Play January 2012 - April 2012
Investors Group January 2011 - April 2012
Direct Branding Force May 2010 - March 2012
GWN Dragon Boat May 2010 - October 2010
St. Georges Elementary School of Montreal September 2008 - June 2009
Centennial Academy September 2007 - June 2008
Skills
Marketing, Social Media, Event Management, Event Planning, Leadership, Time Management, Team Leadership, New Business Development, Budgets, Management, Teamwork, Sports Marketing, Marketing Communications, Social Media Marketing, Relationship Marketing
Education
George Brown College 2010 — 2010
Post Graduate Program, Sport and Event Marketing
McGill University 2002 — 2006
Bachelor of Education, Physical Education, Geography
Helen Yuan's Investors Group Experience May 2013 - August 2013
Job Accounting specialist, Graduated from University of Toronto
Industry Financial Services
Experience
Sun Life Financial January 2014 - June 2014
Investors Group May 2013 - August 2013
Taiwan Republic of China Students Association at University of Toronto (ROCSAUT) April 2012 - April 2013
工商银行 June 2012 - August 2012
Skills
Microsoft Office, 顾客服务, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, 项目管理, 领导力, 公开演讲, 团队合作, Outlook, Teamwork, Financial Accounting, Research, Internal Controls, Marketing, Public Speaking, PowerPoint, Social Media, Time Management, Customer Service, Financial Analysis, Financial Reporting, Public Relations, Account Management, Market Research, Leadership, Human Resources, Strategic Planning, Finance
Education
Karl-Franzens-Universität Graz 2015 — 2015
Summer Abroad Exchange Program - Political Science
University of Toronto - Rotman School of Management 2011 — 2015
Bachelor’s Degree, Accounting Specialist
Sir Winston Churchill Secondary School 2008 — 2011
High School, Top 5%, 95% grade average
Sun Life Financial January 2014 - June 2014
Investors Group May 2013 - August 2013
Taiwan Republic of China Students Association at University of Toronto (ROCSAUT) April 2012 - April 2013
工商银行 June 2012 - August 2012
Skills
Microsoft Office, 顾客服务, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, 项目管理, 领导力, 公开演讲, 团队合作, Outlook, Teamwork, Financial Accounting, Research, Internal Controls, Marketing, Public Speaking, PowerPoint, Social Media, Time Management, Customer Service, Financial Analysis, Financial Reporting, Public Relations, Account Management, Market Research, Leadership, Human Resources, Strategic Planning, Finance
Education
Karl-Franzens-Universität Graz 2015 — 2015
Summer Abroad Exchange Program - Political Science
University of Toronto - Rotman School of Management 2011 — 2015
Bachelor’s Degree, Accounting Specialist
Sir Winston Churchill Secondary School 2008 — 2011
High School, Top 5%, 95% grade average
Andrew Savory's Investors Group Experience June 2013 - July 2014
Job Radio 1050 Intern at TSN The Sports Network Canada
Industry Motion Pictures and Film
Experience
TSN - The Sports Network - Canada May 2015 - Present
ONE Restaurant June 2013 - Present
Wilfrid Laurier University September 2011 - Present
The Cord Newspaper September 2011 - May 2015
Blueprint Magazine September 2011 - May 2015
Investors Group June 2013 - July 2014
Media Snobs December 2013 - April 2014
Laurier Sports Managment Club September 2011 - September 2013
TSN May 2013 - August 2013
Hume Intermedia Inc. June 2011 - August 2012
Skills
News Writing, Newspapers, Blogging, Writing, Microsoft Office, Screenwriting, Sports Writing, Podcasting, Social Media..., Film Criticism, Magazines, Twitter, Social Networking, Prose, Copy Editing, Factory, Retail, Sports Management, Radio Editing, Newsroom, Critical Thinking, Critical Reading, Market Research, Audio Editing, Social Media Marketing, Recruiting, Adobe Premiere Pro, Final Draft Pro
Education
Wilfrid Laurier University 2011 — 2015
Bachelor of Arts (BA), Double Major English & Film
Karlstad University 2014 — 2014
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
Royal St. George's College 2003 — 2011
High School Diploma, 89 %
TSN - The Sports Network - Canada May 2015 - Present
ONE Restaurant June 2013 - Present
Wilfrid Laurier University September 2011 - Present
The Cord Newspaper September 2011 - May 2015
Blueprint Magazine September 2011 - May 2015
Investors Group June 2013 - July 2014
Media Snobs December 2013 - April 2014
Laurier Sports Managment Club September 2011 - September 2013
TSN May 2013 - August 2013
Hume Intermedia Inc. June 2011 - August 2012
Skills
News Writing, Newspapers, Blogging, Writing, Microsoft Office, Screenwriting, Sports Writing, Podcasting, Social Media..., Film Criticism, Magazines, Twitter, Social Networking, Prose, Copy Editing, Factory, Retail, Sports Management, Radio Editing, Newsroom, Critical Thinking, Critical Reading, Market Research, Audio Editing, Social Media Marketing, Recruiting, Adobe Premiere Pro, Final Draft Pro
Education
Wilfrid Laurier University 2011 — 2015
Bachelor of Arts (BA), Double Major English & Film
Karlstad University 2014 — 2014
Bachelor of Arts (B.A.), Film/Cinema/Video Studies
Royal St. George's College 2003 — 2011
High School Diploma, 89 %
Ken Drysdale's Investors Group Experience 1977 - 1990
Job IT Analyst at Alberta Health Services
Industry Information Technology and Services
Experience
Alberta Health Services September 2012 - Present
FGL Sports Ltd September 2011 - August 2012
Forzani Group February 2010 - August 2011
IBM Canada May 2007 - November 2008
Westfair Foods February 1999 - May 2007
BC Government 1990 - 1999
Investors Group 1977 - 1990
Education
Southern Alberta Institute of Technology 2008 — 2010
Windows Server, Linux, Project Planning, Programming in C
University of Manitoba 1975 — 1977
BSc, Mathematics, Computer Science
Lakehead University 1973 — 1975
Mathematics, Computer Science
Alberta Health Services September 2012 - Present
FGL Sports Ltd September 2011 - August 2012
Forzani Group February 2010 - August 2011
IBM Canada May 2007 - November 2008
Westfair Foods February 1999 - May 2007
BC Government 1990 - 1999
Investors Group 1977 - 1990
Education
Southern Alberta Institute of Technology 2008 — 2010
Windows Server, Linux, Project Planning, Programming in C
University of Manitoba 1975 — 1977
BSc, Mathematics, Computer Science
Lakehead University 1973 — 1975
Mathematics, Computer Science
Parhar Jatinder Parhar Jatinder's Investors Group Experience April 2007 - Present
Job Consultant at Investors Group
Industry Financial Services
Experience
Investors Group April 2007 - Present
TD April 2001 - April 2004
CIBC August 1988 - December 1999
Skills
Strategic Financial..., Investments, Mutual Funds, Cash Management, Wealth Accumulation..., Intergenerational..., Succession Planning, Insurance, Leadership, Retirement Planning, Financial Planners, Wealth Management, Investment Strategies, Estate Planning, Investment Advisory, Financial Advisory, Financial Planning, Financial Services, Retirement, Risk Management, Finance, Portfolio Management
Education
Kurukshetra University
Investors Group April 2007 - Present
TD April 2001 - April 2004
CIBC August 1988 - December 1999
Skills
Strategic Financial..., Investments, Mutual Funds, Cash Management, Wealth Accumulation..., Intergenerational..., Succession Planning, Insurance, Leadership, Retirement Planning, Financial Planners, Wealth Management, Investment Strategies, Estate Planning, Investment Advisory, Financial Advisory, Financial Planning, Financial Services, Retirement, Risk Management, Finance, Portfolio Management
Education
Kurukshetra University
Gregory Teskey Gregory Teskey's Investors Group Experience April 2000 - August 2002
Job Sales Representative at Ariva Distribution Inc.
Industry Paper & Forest Products
Experience
Ariva Canada August 2002 - Present
Investors Group April 2000 - August 2002
Skills
Sales, Packaging, Digital Printing, Offset Printing, Marketing Communications, Paper Industry, Customer Service, Marketing, CRM, Account Management, Pricing, Sales Promotion, Variable Data Printing, B2B, SAP, Product Marketing, Flexo, Key Account Management, Color Management, Trade Shows, Wide Format Printing, Creative Writing, Leadership, Management, Corrugated, Folding Cartons, Retail Packaging, Time Management, Labels, Print Management, Print On Demand, Direct Mail, First Aid and CPR...
Education
Sheridan College 2000 — 2001
Certified Financial Planning, Faculty of Business
George Brown College 1998 — 1999
Heating and Air Conditioning, Faculty of Skilled Trades
Ariva Canada August 2002 - Present
Investors Group April 2000 - August 2002
Skills
Sales, Packaging, Digital Printing, Offset Printing, Marketing Communications, Paper Industry, Customer Service, Marketing, CRM, Account Management, Pricing, Sales Promotion, Variable Data Printing, B2B, SAP, Product Marketing, Flexo, Key Account Management, Color Management, Trade Shows, Wide Format Printing, Creative Writing, Leadership, Management, Corrugated, Folding Cartons, Retail Packaging, Time Management, Labels, Print Management, Print On Demand, Direct Mail, First Aid and CPR...
Education
Sheridan College 2000 — 2001
Certified Financial Planning, Faculty of Business
George Brown College 1998 — 1999
Heating and Air Conditioning, Faculty of Skilled Trades
Dilshad Ghadially Dilshad Ghadially's Investors Group Experience August 2015 - Present
Job Passionate Human Resources Professional | Proven 3+ yrs Experience in Recruitment, Engagement, & Learning & Development
Industry Human Resources
Experience
Investors Group August 2015 - Present
Aon Hewitt February 2013 - April 2014
Greatship June 2012 - January 2013
KPMG May 2011 - May 2012
KPMG India January 2011 - March 2011
Hindustan Unilever Ltd September 2010 - October 2010
Cadbury plc. April 2010 - June 2010
ABG Shipyard Ltd January 2010 - March 2010
Onida July 2009 - October 2009
Skills
HR Transformation, Employee Engagement, Talent Management, Organizational Design, Talent Acquisition, HR Consulting, Performance Management, Team Management, Management Consulting, Market Research, Business Strategy, Strategy, Recruiting, Human Resources, HR Policies, Training
Education
Sheridan College 2015 — 2015
Certificate Course, Canadian Workplace Culture and Business Communication
Sheridan College, ACCES Employment, OTEC and HRPA 2015 — 2015
HR Connections Certificate Course
Tata Institute of Social Sciences 2009 — 2011
Master of Arts (M.A.), HRM & LR
Jai Hind College 2006 — 2009
Bachelor of Arts (B.A.), Psychology
Investors Group August 2015 - Present
Aon Hewitt February 2013 - April 2014
Greatship June 2012 - January 2013
KPMG May 2011 - May 2012
KPMG India January 2011 - March 2011
Hindustan Unilever Ltd September 2010 - October 2010
Cadbury plc. April 2010 - June 2010
ABG Shipyard Ltd January 2010 - March 2010
Onida July 2009 - October 2009
Skills
HR Transformation, Employee Engagement, Talent Management, Organizational Design, Talent Acquisition, HR Consulting, Performance Management, Team Management, Management Consulting, Market Research, Business Strategy, Strategy, Recruiting, Human Resources, HR Policies, Training
Education
Sheridan College 2015 — 2015
Certificate Course, Canadian Workplace Culture and Business Communication
Sheridan College, ACCES Employment, OTEC and HRPA 2015 — 2015
HR Connections Certificate Course
Tata Institute of Social Sciences 2009 — 2011
Master of Arts (M.A.), HRM & LR
Jai Hind College 2006 — 2009
Bachelor of Arts (B.A.), Psychology
Orest Kosowski Orest Kosowski's Investors Group Experience January 2015 - May 2015
Job Business school graduate from Humber College
Industry Accounting
Experience
Humber College September 2011 - June 2015
Investors Group January 2015 - May 2015
Toronto Public Library October 2007 - May 2008
Skills
Time Management, Teamwork, People Skills, Cashiering, Analytical Skills, Organizing, Team-oriented, Data Entry, Filing, Close Attention to..., Independent, Group Work, Group Presentations, Multilingual, Multitasker, Punctuality, Consistency, Respect, Attention to Detail, Multi Tasking, Customer Service, Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Team Leadership, Problem Solving, Microsoft Office, Public Speaking, Communication
Education
Humber College 2011 — 2015
Business Administration, In Progress
Humber College September 2011 - June 2015
Investors Group January 2015 - May 2015
Toronto Public Library October 2007 - May 2008
Skills
Time Management, Teamwork, People Skills, Cashiering, Analytical Skills, Organizing, Team-oriented, Data Entry, Filing, Close Attention to..., Independent, Group Work, Group Presentations, Multilingual, Multitasker, Punctuality, Consistency, Respect, Attention to Detail, Multi Tasking, Customer Service, Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Team Leadership, Problem Solving, Microsoft Office, Public Speaking, Communication
Education
Humber College 2011 — 2015
Business Administration, In Progress
Yang Khammala Yang Khammala's Investors Group Experience December 2007 - February 2008
Job Financial Services Professional
Industry Financial Services
Experience
Royal Bank of Canada July 2012 - October 2012
Royal Bank of Canada August 2011 - April 2012
Canfin Financial Group March 2008 - April 2008
Investors Group December 2007 - February 2008
Skills
Wealth Management, Finance, Mutual Funds, Risk Management, Asset Allocation, Banking, Credit, Credit Analysis, Retail Banking, Financial Analysis, Credit Risk, Loans, Mortgage Lending, Investments, Portfolio Management, Bloomberg, Financial Accounting, Management Accounting, Income Tax, Tax Preparation, Corporate Tax, RRSP, RESP, RRIF, Foreign Exchange, Currency Futures, Options
Education
Concordia University
Certificate, French Language
CSI Global Education
Certificate, Conduct and Practices Handbook (CPH)
CSI Global Education
Certificate, Canadian Securities Course (CSC)
Concordia University
Bachelor of Commerce, Finance and Accountancy
Royal Bank of Canada July 2012 - October 2012
Royal Bank of Canada August 2011 - April 2012
Canfin Financial Group March 2008 - April 2008
Investors Group December 2007 - February 2008
Skills
Wealth Management, Finance, Mutual Funds, Risk Management, Asset Allocation, Banking, Credit, Credit Analysis, Retail Banking, Financial Analysis, Credit Risk, Loans, Mortgage Lending, Investments, Portfolio Management, Bloomberg, Financial Accounting, Management Accounting, Income Tax, Tax Preparation, Corporate Tax, RRSP, RESP, RRIF, Foreign Exchange, Currency Futures, Options
Education
Concordia University
Certificate, French Language
CSI Global Education
Certificate, Conduct and Practices Handbook (CPH)
CSI Global Education
Certificate, Canadian Securities Course (CSC)
Concordia University
Bachelor of Commerce, Finance and Accountancy
Stephen Koury Stephen Koury's Investors Group Experience 1991 - 1998
Job Manager Marketing and Sales at Winemakers
Industry Marketing and Advertising
Experience
Winemakers March 2011 - Present
TxT2Look Ontario Ltd. December 2009 - August 2011
Fundex Investments 1998 - 2008
Investors Group 1991 - 1998
sweda 1988 - 1991
Skills
Advertising, Social Networking, Retirement Planning, Wealth Management, Investments, Wine making, Winemaking, Negotiation, Sales, Strategic Planning, Customer Service, Management, Marketing
Education
Humber College 1984 — 1987
marketing
Assumption 1979 — 1983
Winemakers March 2011 - Present
TxT2Look Ontario Ltd. December 2009 - August 2011
Fundex Investments 1998 - 2008
Investors Group 1991 - 1998
sweda 1988 - 1991
Skills
Advertising, Social Networking, Retirement Planning, Wealth Management, Investments, Wine making, Winemaking, Negotiation, Sales, Strategic Planning, Customer Service, Management, Marketing
Education
Humber College 1984 — 1987
marketing
Assumption 1979 — 1983
Sadia Kamran Sadia Kamran's Investors Group Experience February 2013 - June 2013
Job Communications, Event Management, Research, Strategic Marketing, Social Media Marketing
Industry Marketing and Advertising
Experience
George Brown College September 2015 - Present
Harriet Tubman Community Organization June 2015 - July 2015
Harriet Tubman Community Organization October 2014 - March 2015
Salmann Ghouri Events & Catering June 2014 - September 2014
Course Hero, Inc. October 2013 - December 2013
Investors Group February 2013 - June 2013
Skills
Time Management, Microsoft Office, Event Planning, Social Networking, Public Speaking, Event Management, Social Media Marketing, Efficiency, InDesign, Multi Tasking, Work Well Independently, Highly detail oriented, Microsoft Excel, Research, Highly motivated..., Public Relations, Social Media, High Organizational..., Problem Solving, Digital Marketing, Client Relations Skills, WiX, WordPress, Access, Online Marketing, Market Planning, Market Research
Education
George Brown College 2015 — 2016
Postgraduate Diploma, Marketing Management - Financial Services
York University 2011 — 2015
Bachelor of Arts (Honors), Business and Society, Media and Communication; Professions, Occupations, and Social Change
George Brown College September 2015 - Present
Harriet Tubman Community Organization June 2015 - July 2015
Harriet Tubman Community Organization October 2014 - March 2015
Salmann Ghouri Events & Catering June 2014 - September 2014
Course Hero, Inc. October 2013 - December 2013
Investors Group February 2013 - June 2013
Skills
Time Management, Microsoft Office, Event Planning, Social Networking, Public Speaking, Event Management, Social Media Marketing, Efficiency, InDesign, Multi Tasking, Work Well Independently, Highly detail oriented, Microsoft Excel, Research, Highly motivated..., Public Relations, Social Media, High Organizational..., Problem Solving, Digital Marketing, Client Relations Skills, WiX, WordPress, Access, Online Marketing, Market Planning, Market Research
Education
George Brown College 2015 — 2016
Postgraduate Diploma, Marketing Management - Financial Services
York University 2011 — 2015
Bachelor of Arts (Honors), Business and Society, Media and Communication; Professions, Occupations, and Social Change
Natalia Rusakova's Investors Group Experience July 2012 - November 2014
Job Order Desk Coordinator at Ecoline Windows
Industry Accounting
Experience
Ecoline Windows September 2013 - Present
Investors Group July 2012 - November 2014
Laura Canada March 2010 - July 2013
Skills
Accounts Payable, QuickBooks, Account Reconciliation, Financial Accounting, General Ledger, Finance
Education
York University 2010 — 2012
Bachelor of Administrative Studies (Accounting), Business/Accounting
Humber College 2006 — 2009
Administrative Studies, Accounting Advanced Diploma, Accounting
Ecoline Windows September 2013 - Present
Investors Group July 2012 - November 2014
Laura Canada March 2010 - July 2013
Skills
Accounts Payable, QuickBooks, Account Reconciliation, Financial Accounting, General Ledger, Finance
Education
York University 2010 — 2012
Bachelor of Administrative Studies (Accounting), Business/Accounting
Humber College 2006 — 2009
Administrative Studies, Accounting Advanced Diploma, Accounting
Phillip Whitter, MBA, CFA, CFP, CIM's Investors Group Experience July 2000 - September 2001
Job Assistant Vice President, Institutional Servicing at CIBC Asset Management
Industry Financial Services
Experience
CIBC Asset Management May 2011 - Present
Invesco Trimark November 2004 - June 2011
Fundata March 2004 - November 2004
Barclays Global Investors January 2002 - March 2004
Investors Group July 2000 - September 2001
Canada Trust June 1996 - July 2000
Skills
Mutual Funds, Investments, Strategic Financial..., Portfolio Management, Wealth Management, Insurance, Due Diligence, Investment Advisory, ETFs, Business Development, Investment Strategies, Asset Management, Financial Services
Education
Dalhousie University
MBA
Ryerson University 1991 — 1996
Bachelor of Commerce, Economics
Seneca College of Applied Arts and Technology 1989 — 1991
accounting and finance
Seneca College of Applied Arts and Technology 1988 — 1991
CFA Institute
CFA
Canadian Securities Institute
CIM, Investment Management
Financial Planners Standards Council
CFP
CIBC Asset Management May 2011 - Present
Invesco Trimark November 2004 - June 2011
Fundata March 2004 - November 2004
Barclays Global Investors January 2002 - March 2004
Investors Group July 2000 - September 2001
Canada Trust June 1996 - July 2000
Skills
Mutual Funds, Investments, Strategic Financial..., Portfolio Management, Wealth Management, Insurance, Due Diligence, Investment Advisory, ETFs, Business Development, Investment Strategies, Asset Management, Financial Services
Education
Dalhousie University
MBA
Ryerson University 1991 — 1996
Bachelor of Commerce, Economics
Seneca College of Applied Arts and Technology 1989 — 1991
accounting and finance
Seneca College of Applied Arts and Technology 1988 — 1991
CFA Institute
CFA
Canadian Securities Institute
CIM, Investment Management
Financial Planners Standards Council
CFP
Sohail Tyabji's Investors Group Experience April 2013 - Present
Job Financial Consultant at Investors Group
Industry Financial Services
Experience
Investors Group April 2013 - Present
New Age Insurance Brokers, Dubai, UAE 2007 - 2010
American Life Insurance Company, Dubai, UAE 2003 - 2010
Delphis Naturally, Hyderabad, India July 2000 - August 2003
Skills
New Business Development, Business Development, Revenue Analysis, Sales Management, Business Strategy, Team Management, Account Management, Business Planning, CRM, Competitive Analysis, Customer Service, Key Account Management, Management, Negotiation, Marketing Strategy, Sales, Operations Management, Team Building, Strategic Planning
Education
Griffith University 1997 — 1999
MBA, Marketing
Manipal Academy of Higher Education 1991 — 1994
BACHELORS IN HOTEL MANAGEMENT, HOTEL MANAGEMENT
Welcomegroup Graduate School of Hotel Administration 1991 — 1994
BHM, Degree in Hotel Management
LITTLE FLOWER SCHOOL, JAMSHEDPUR 1977 — 1991
HIGH SCHOOL
Acces Scarborough
Acces Scarborough
Acess Scarborough
Investors Group April 2013 - Present
New Age Insurance Brokers, Dubai, UAE 2007 - 2010
American Life Insurance Company, Dubai, UAE 2003 - 2010
Delphis Naturally, Hyderabad, India July 2000 - August 2003
Skills
New Business Development, Business Development, Revenue Analysis, Sales Management, Business Strategy, Team Management, Account Management, Business Planning, CRM, Competitive Analysis, Customer Service, Key Account Management, Management, Negotiation, Marketing Strategy, Sales, Operations Management, Team Building, Strategic Planning
Education
Griffith University 1997 — 1999
MBA, Marketing
Manipal Academy of Higher Education 1991 — 1994
BACHELORS IN HOTEL MANAGEMENT, HOTEL MANAGEMENT
Welcomegroup Graduate School of Hotel Administration 1991 — 1994
BHM, Degree in Hotel Management
LITTLE FLOWER SCHOOL, JAMSHEDPUR 1977 — 1991
HIGH SCHOOL
Acces Scarborough
Acces Scarborough
Acess Scarborough
Brian Gamble, CPM, CHRL's Investors Group Experience April 2012 - November 2012
Job Manager, Payroll and Benefits at Ipex Management Inc.
Industry Human Resources
Experience
Ipex Management Inc. August 2014 - Present
Brian E. Gamble Consulting April 2013 - August 2014
Investors Group April 2012 - November 2012
CERIDIAN CANADA LTD November 1997 - May 2010
CARSWELL THOMSON PROFESSIONAL PUBLISHING January 1996 - January 1997
ADP Canada January 1995 - January 1996
Barclays Bank of Canada July 1988 - January 1995
Skills
Payroll Management, Human Resources, Training, Legislative Relations, Legislation, Labour Legislation, Employment Legislation, Legislative Affairs, Coaching, Presenter, Presentations, Presentation Development, PowerPoint, Organizational..., Goal Oriented, Corporate Communications, Adaptability, Creativity, Passionate about work, Highly Dedicated, Problem Solving, Payroll Taxes, Certified Payroll, Payroll Analysis, Ceridian Payroll System, ADP Payroll, Payroll Services, Research, Dedication to..., Team-oriented, Interpretation, Writing, Management, Customer Service, Government, Seminars, Webinar Development, Hiring Practices, Performance Management, Consulting, Strategic Planning, Strategic Financial..., Highly personable, human resources..., Payroll, Employee Benefits, HRIS, Benefits Administration, Ceridian, Deferred Compensation
Education
Durham College 1985 — 1988
Honours Diploma, Business-Human Resources Management
Ipex Management Inc. August 2014 - Present
Brian E. Gamble Consulting April 2013 - August 2014
Investors Group April 2012 - November 2012
CERIDIAN CANADA LTD November 1997 - May 2010
CARSWELL THOMSON PROFESSIONAL PUBLISHING January 1996 - January 1997
ADP Canada January 1995 - January 1996
Barclays Bank of Canada July 1988 - January 1995
Skills
Payroll Management, Human Resources, Training, Legislative Relations, Legislation, Labour Legislation, Employment Legislation, Legislative Affairs, Coaching, Presenter, Presentations, Presentation Development, PowerPoint, Organizational..., Goal Oriented, Corporate Communications, Adaptability, Creativity, Passionate about work, Highly Dedicated, Problem Solving, Payroll Taxes, Certified Payroll, Payroll Analysis, Ceridian Payroll System, ADP Payroll, Payroll Services, Research, Dedication to..., Team-oriented, Interpretation, Writing, Management, Customer Service, Government, Seminars, Webinar Development, Hiring Practices, Performance Management, Consulting, Strategic Planning, Strategic Financial..., Highly personable, human resources..., Payroll, Employee Benefits, HRIS, Benefits Administration, Ceridian, Deferred Compensation
Education
Durham College 1985 — 1988
Honours Diploma, Business-Human Resources Management
Reg Clarke's Investors Group Experience 1986 - Present
Job Associate Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group 1986 - Present
Skills
Retirement, Wealth Management, Mutual Funds, Strategic Financial..., Retirement Planning, Wealth, Investment Advisory, Business Planning, Critical Illness, Estate Planning, Negotiation, Financial Planning, Small Business, Coaching, Investment Strategies, Team Building, Customer Service, Project Management, Wealth Accumulation, Income Protection, Financial Planners, Financial Advisory
Education
The University of Western Ontario - Richard Ivey School of Business 1974 — 1978
Bachelor of Arts (B.A.)
Investors Group 1986 - Present
Skills
Retirement, Wealth Management, Mutual Funds, Strategic Financial..., Retirement Planning, Wealth, Investment Advisory, Business Planning, Critical Illness, Estate Planning, Negotiation, Financial Planning, Small Business, Coaching, Investment Strategies, Team Building, Customer Service, Project Management, Wealth Accumulation, Income Protection, Financial Planners, Financial Advisory
Education
The University of Western Ontario - Richard Ivey School of Business 1974 — 1978
Bachelor of Arts (B.A.)
Christina Jesena's Investors Group Experience November 2007 - Present
Job Executive Assistant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group November 2007 - Present
Citigroup September 2005 - October 2007
AGF Financial Management September 2000 - July 2005
Skills
Communication, Communication Skills, Information Gathering, monitoring skills, Problem Solving, Problem Analysis, judgement, Ethical Decision Making, Flexibility, initiative, Confidentiality, attention to detail
Education
Humber College
Nursing Practice
Investors Group November 2007 - Present
Citigroup September 2005 - October 2007
AGF Financial Management September 2000 - July 2005
Skills
Communication, Communication Skills, Information Gathering, monitoring skills, Problem Solving, Problem Analysis, judgement, Ethical Decision Making, Flexibility, initiative, Confidentiality, attention to detail
Education
Humber College
Nursing Practice
Donald Bedard's Investors Group Experience March 2011 - Present
Job Associate, Investors Group
Industry Financial Services
Experience
Investors Group March 2011 - Present
Skills
Strategic Planning, Coaching, New Business Development, Business Development, Marketing Strategy, Business Strategy, Management Consulting, Financial Services, Leadership, Management, Performance Management, Business Planning, Strategy, Finance, Entrepreneurship, Investments, Marketing, Team Building
Education
Ivey Business School at Western University
HBA, Business Administration and Management, General
Investors Group March 2011 - Present
Skills
Strategic Planning, Coaching, New Business Development, Business Development, Marketing Strategy, Business Strategy, Management Consulting, Financial Services, Leadership, Management, Performance Management, Business Planning, Strategy, Finance, Entrepreneurship, Investments, Marketing, Team Building
Education
Ivey Business School at Western University
HBA, Business Administration and Management, General
Lucio Di Giandomenico's Investors Group Experience May 2006 - January 2013
Job Associate at Dominion Lending Centres
Industry Financial Services
Experience
Dominion Lending Centres January 2013 - Present
Investors Group May 2006 - January 2013
Direct Energy July 2000 - March 2006
Aon January 1999 - July 2000
Skills
Mutual Funds, Financial Advisory, Strategic Financial..., Investments, Entrepreneurship, Financial Planners, Pensions, Investment Strategies, Critical Illness, Mortgage Lending
Education
Humber College 2002 — 2004
Canadian Securities, Financial Services
Sheridan College 1997 — 1999
Risk management, Risk Management
Father John Redmond Secondary School 1992 — 1997
Diploma
Dominion Lending Centres January 2013 - Present
Investors Group May 2006 - January 2013
Direct Energy July 2000 - March 2006
Aon January 1999 - July 2000
Skills
Mutual Funds, Financial Advisory, Strategic Financial..., Investments, Entrepreneurship, Financial Planners, Pensions, Investment Strategies, Critical Illness, Mortgage Lending
Education
Humber College 2002 — 2004
Canadian Securities, Financial Services
Sheridan College 1997 — 1999
Risk management, Risk Management
Father John Redmond Secondary School 1992 — 1997
Diploma
Kevin Murdock's Investors Group Experience May 2006 - Present
Job Division Director at Investors Group
Industry Financial Services
Experience
Investors Group May 2006 - Present
Imperial Oil September 1988 - July 2005
Texaco September 1982 - February 1989
Skills
Financial Planning, Insurance Planning, Retirement Planning, Estate Planning, Mortgage, Wealth Management, Retirement, Cash Flow, Asset Management, Risk, Insurance, Wealth, Financial Analysis, Critical Illness, Coaching, Mutual Funds, Savings, Disability Insurance, Group Benefits, Pensions, Long Term Care, Wealth Accumulation, Succession Planning, Personal Finance, Investment Advisory, Portfolio Management, Employee Benefits, Risk Management, Financial Risk, Financial Planners, Mortgage Lending, Investment Strategies, Asset Managment, Strategic Financial..., Investments, Long-term Care, Life Insurance, Financial Services, Strategy, Residential Mortgages, Tax, Financial Goals, Funding, Small Business
Education
Humber College
Investors Group May 2006 - Present
Imperial Oil September 1988 - July 2005
Texaco September 1982 - February 1989
Skills
Financial Planning, Insurance Planning, Retirement Planning, Estate Planning, Mortgage, Wealth Management, Retirement, Cash Flow, Asset Management, Risk, Insurance, Wealth, Financial Analysis, Critical Illness, Coaching, Mutual Funds, Savings, Disability Insurance, Group Benefits, Pensions, Long Term Care, Wealth Accumulation, Succession Planning, Personal Finance, Investment Advisory, Portfolio Management, Employee Benefits, Risk Management, Financial Risk, Financial Planners, Mortgage Lending, Investment Strategies, Asset Managment, Strategic Financial..., Investments, Long-term Care, Life Insurance, Financial Services, Strategy, Residential Mortgages, Tax, Financial Goals, Funding, Small Business
Education
Humber College
Navneeta Bhattacharyya's Investors Group Experience November 1999 - June 2007
Job Manager, MIS at AlaskaUSA Federal Credit Union
Industry Financial Services
Experience
AlaskaUSA Federal Credit Union 2007 - Present
Investors Group November 1999 - June 2007
Oracle Canada July 1995 - April 1999
NIIT June 1986 - February 1995
NIIT Technologies Ltd 1991 - 1995
NIIT 1986 - 1995
Skills
Software Project..., Business Process..., Process Improvement, Application Architecture, Change Management, IT Management, Data Warehousing, Business Strategy, Customer Insight, ITIL Implementation, Enterprise Architecture, Project Management, Project Portfolio..., Software Design, Management Consulting, SAP R/3, Oracle
Education
Indian Institute of Management, Bangalore 1982 — 1984
MBA, MBA
St. Stephen's College 1979 — 1982
BSC, Mathematics
AlaskaUSA Federal Credit Union 2007 - Present
Investors Group November 1999 - June 2007
Oracle Canada July 1995 - April 1999
NIIT June 1986 - February 1995
NIIT Technologies Ltd 1991 - 1995
NIIT 1986 - 1995
Skills
Software Project..., Business Process..., Process Improvement, Application Architecture, Change Management, IT Management, Data Warehousing, Business Strategy, Customer Insight, ITIL Implementation, Enterprise Architecture, Project Management, Project Portfolio..., Software Design, Management Consulting, SAP R/3, Oracle
Education
Indian Institute of Management, Bangalore 1982 — 1984
MBA, MBA
St. Stephen's College 1979 — 1982
BSC, Mathematics
Shareef Isa CFP's Investors Group Experience 1998 - Present
Job Division Director at Investors Group
Industry Financial Services
Experience
Investors Group 1998 - Present
Skills
Retirement Planning, Wealth Management, Pensions, Retirement Savings, Segregated Funds, Group Benefits, Mortgage Banking, Insurance Planning, Estate Planning, Small Business
Education
Dalhousie University
Bachelor of Arts (B.A.), Business/Managerial Economics
Investors Group 1998 - Present
Skills
Retirement Planning, Wealth Management, Pensions, Retirement Savings, Segregated Funds, Group Benefits, Mortgage Banking, Insurance Planning, Estate Planning, Small Business
Education
Dalhousie University
Bachelor of Arts (B.A.), Business/Managerial Economics
Farhat Khan's Investors Group Experience September 2013 - Present
Job RPR, Human Resources/Recruitment Professional
Industry Human Resources
Experience
Search Point Management June 2005 - Present
Investors Group September 2013 - Present
BMO Bank of Montreal May 2011 - May 2013
Wall Street Exchange Centre 2000 - 2004
Skills
Headhunting, Human Relations, Training & Development, Conflict Resolution, Executive Search, Personnel Management, Recruiting, Talent Acquisition, People Skills, Employee Training, HR Consulting, Human Resources, Training, Technical Recruiting, Talent Management, Recruitment Advertising, HR Policies, Employer Branding, Management, Performance Management, Employee Relations, Time Management, Performance Appraisal, Organizational..., Job Descriptions, Restructuring, Leadership Development, Team Management, Employee Engagement, Contract Recruitment, Succession Planning, Banking, Interviews, Strategic HR, Team Building, Employment Law, Sourcing, Onboarding, Workforce Planning, Screening, Screening Resumes, Applicant Tracking..., Internet Recruiting
Education
Acces, Sheridan College, OTEC and HRPA 2013 — 2013
HR Connections Program, Bridging Program for Internationally Experienced HR Professionals
Indian Institute of Management, Calcutta
Fellowship Program in Management, Personnel Management and Industrial Relations
University of Allahabad 1992 — 1994
MBA, Business Administration and Management, General
Kendriya Vidyalaya
High School
Search Point Management June 2005 - Present
Investors Group September 2013 - Present
BMO Bank of Montreal May 2011 - May 2013
Wall Street Exchange Centre 2000 - 2004
Skills
Headhunting, Human Relations, Training & Development, Conflict Resolution, Executive Search, Personnel Management, Recruiting, Talent Acquisition, People Skills, Employee Training, HR Consulting, Human Resources, Training, Technical Recruiting, Talent Management, Recruitment Advertising, HR Policies, Employer Branding, Management, Performance Management, Employee Relations, Time Management, Performance Appraisal, Organizational..., Job Descriptions, Restructuring, Leadership Development, Team Management, Employee Engagement, Contract Recruitment, Succession Planning, Banking, Interviews, Strategic HR, Team Building, Employment Law, Sourcing, Onboarding, Workforce Planning, Screening, Screening Resumes, Applicant Tracking..., Internet Recruiting
Education
Acces, Sheridan College, OTEC and HRPA 2013 — 2013
HR Connections Program, Bridging Program for Internationally Experienced HR Professionals
Indian Institute of Management, Calcutta
Fellowship Program in Management, Personnel Management and Industrial Relations
University of Allahabad 1992 — 1994
MBA, Business Administration and Management, General
Kendriya Vidyalaya
High School
Nicholas Palko's Investors Group Experience May 2007 - May 2008
Job Banking Professional
Industry Banking
Experience
Investors Group May 2007 - May 2008
Trueline Valve February 2006 - May 2007
Education
Concordia University 2002 — 2006
Bachelor, Economics
Investors Group May 2007 - May 2008
Trueline Valve February 2006 - May 2007
Education
Concordia University 2002 — 2006
Bachelor, Economics
Alaaeddine Tamine's Investors Group Experience September 2005 - December 2007
Job Workforce RealTime Manager (Bell Mobility)
Industry Telecommunications
Experience
Bell Mobility March 2008 - September 2009
Investors Group September 2005 - December 2007
Lufthansa Cargo September 2002 - July 2005
Bell Canada September 2001 - October 2002
DHL Aviation June 1996 - March 2001
Skills
Call Center, Workforce Management, Analysis, Call Centers, Contact Centers, Customer Experience, Customer Satisfaction, IVR, Team Leadership, Telecommunications, Vendor Management, Change Management, Business Analysis
Education
HEC Montréal 2002 — 2004
certicate, Electronic commerce
Ecole Francaise des Affaires 1992 — 1995
Diplome, Finance and Commerce
Bell Mobility March 2008 - September 2009
Investors Group September 2005 - December 2007
Lufthansa Cargo September 2002 - July 2005
Bell Canada September 2001 - October 2002
DHL Aviation June 1996 - March 2001
Skills
Call Center, Workforce Management, Analysis, Call Centers, Contact Centers, Customer Experience, Customer Satisfaction, IVR, Team Leadership, Telecommunications, Vendor Management, Change Management, Business Analysis
Education
HEC Montréal 2002 — 2004
certicate, Electronic commerce
Ecole Francaise des Affaires 1992 — 1995
Diplome, Finance and Commerce
Al Tamburrini's Investors Group Experience January 2006 - December 2013
Job Financial Consultant at BurgeonvestBick Securities
Industry Financial Services
Experience
Investors Group January 2006 - December 2013
Student Phones January 2003 - January 2005
Bell Mobility Distribution January 1993 - January 2002
Granada 1984 - 1990
Skills
Retirement Planning, Financial Planners, Wealth Management, Retirement, Mutual Funds, Segregated Funds, Retirement Savings, Critical Illness, Pensions, Wealth, Estate Planning, Investment Advisory, Strategic Financial..., Wealth Accumulation, Investment Strategies, Investments, Income Protection, Financial Advisory, Fixed Annuities, RESP
Education
Humber College 1977 — 1979
Business and Hotel management
West Toronto Secondary 1972 — 1977
Investors Group January 2006 - December 2013
Student Phones January 2003 - January 2005
Bell Mobility Distribution January 1993 - January 2002
Granada 1984 - 1990
Skills
Retirement Planning, Financial Planners, Wealth Management, Retirement, Mutual Funds, Segregated Funds, Retirement Savings, Critical Illness, Pensions, Wealth, Estate Planning, Investment Advisory, Strategic Financial..., Wealth Accumulation, Investment Strategies, Investments, Income Protection, Financial Advisory, Fixed Annuities, RESP
Education
Humber College 1977 — 1979
Business and Hotel management
West Toronto Secondary 1972 — 1977
Jonathan Polcari's Investors Group Experience May 2008 - January 2009
Job Inside Sales CI Investments
Industry Financial Services
Experience
Great-West Life June 2015 - Present
CI Investments Inc. March 2013 - June 2015
Post Trading Montreal April 2009 - March 2013
Post Trading January 2009 - April 2009
Investors Group May 2008 - January 2009
Skills
Bloomberg Terminal, Proprietary Trading, Bonds, Futures, Options, Stocks, Trading, Equities, Fixed Income, Portfolio Management, Bloomberg, Capital Markets, Equity Derivatives, Investments, Derivatives, Mutual Funds, Financial Modeling, Equity Trading, Asset Managment, Financial Markets, Securities, Investment Strategies, Trading Systems, Technical Analysis, Electronic Trading, Financial Services, Alternative Investments, Trading Strategies
Education
Concordia University 2005 — 2008
BComm, Finance
Dawson College 2003 — 2005
DEC Pure and Applied Sciences, Pure and Applied Sciences
Great-West Life June 2015 - Present
CI Investments Inc. March 2013 - June 2015
Post Trading Montreal April 2009 - March 2013
Post Trading January 2009 - April 2009
Investors Group May 2008 - January 2009
Skills
Bloomberg Terminal, Proprietary Trading, Bonds, Futures, Options, Stocks, Trading, Equities, Fixed Income, Portfolio Management, Bloomberg, Capital Markets, Equity Derivatives, Investments, Derivatives, Mutual Funds, Financial Modeling, Equity Trading, Asset Managment, Financial Markets, Securities, Investment Strategies, Trading Systems, Technical Analysis, Electronic Trading, Financial Services, Alternative Investments, Trading Strategies
Education
Concordia University 2005 — 2008
BComm, Finance
Dawson College 2003 — 2005
DEC Pure and Applied Sciences, Pure and Applied Sciences
Samir Chalal, MBA's Investors Group Experience May 2014 - Present
Job Conseillé Groupe Investors
Industry Financial Services
Experience
Investors Group May 2014 - Present
Deloitte February 2013 - August 2013
CGI December 2010 - January 2013
NorthgateArinso November 2007 - October 2010
CGI April 2007 - October 2007
Hydro Québec January 2006 - February 2007
PwC May 2005 - December 2005
CSC January 2005 - April 2005
Bombardier Aerospace November 2003 - December 2004
Covansys March 2003 - November 2003
Skills
ABAP, SAP Netweaver, SAP, SAP ERP, SAP HR, IDOC, SAP Portal, SAP R/3, Solution Architecture, Enterprise Architecture, PMO, Integration, Business Process, SOA, ERP, SAP BW, Business Intelligence, UML, PL/SQL, IT Management, Intégration, Processus commerciaux, SAP Implementation
Education
2006 — 2008
MBA, Business Administration
1996 — 1997
CCP, Information system
Investors Group May 2014 - Present
Deloitte February 2013 - August 2013
CGI December 2010 - January 2013
NorthgateArinso November 2007 - October 2010
CGI April 2007 - October 2007
Hydro Québec January 2006 - February 2007
PwC May 2005 - December 2005
CSC January 2005 - April 2005
Bombardier Aerospace November 2003 - December 2004
Covansys March 2003 - November 2003
Skills
ABAP, SAP Netweaver, SAP, SAP ERP, SAP HR, IDOC, SAP Portal, SAP R/3, Solution Architecture, Enterprise Architecture, PMO, Integration, Business Process, SOA, ERP, SAP BW, Business Intelligence, UML, PL/SQL, IT Management, Intégration, Processus commerciaux, SAP Implementation
Education
2006 — 2008
MBA, Business Administration
1996 — 1997
CCP, Information system
Phiroze Dotiwalla's Investors Group Experience June 2000 - Present
Job Financial Consultant CPA, CA, CFP at Investors Group
Industry Financial Services
Experience
Investors Group June 2000 - Present
Investors Group 2000 - Present
Skills
Strategic Financial..., Financial Planners, Financial Goals, Personal Finance, Finance, Financial Advisory, Accounting, Employee Benefits, Wealth Management, Estate Planning, Certified Financial..., Retirement, Investments, Retirement Planning, Mutual Funds
Education
FPSC 2000 — 2000
CFP, Financial Planning
Institute of Chartered Accountants of Ontario 1972 — 1972
CA, Accounting and Auditing
Institute of Chartered Accountants in England and Wales 1967 — 1971
FCA, Accounting and Auditing
Sydenham College of Commerce and Economics 1963 — 1967
B.Com, Accounting and Commerce
Investors Group June 2000 - Present
Investors Group 2000 - Present
Skills
Strategic Financial..., Financial Planners, Financial Goals, Personal Finance, Finance, Financial Advisory, Accounting, Employee Benefits, Wealth Management, Estate Planning, Certified Financial..., Retirement, Investments, Retirement Planning, Mutual Funds
Education
FPSC 2000 — 2000
CFP, Financial Planning
Institute of Chartered Accountants of Ontario 1972 — 1972
CA, Accounting and Auditing
Institute of Chartered Accountants in England and Wales 1967 — 1971
FCA, Accounting and Auditing
Sydenham College of Commerce and Economics 1963 — 1967
B.Com, Accounting and Commerce
Paul A. Smith's Investors Group Experience December 2012 - Present
Job Consultant at Investors Group
Industry Financial Services
Experience
Investors Group December 2012 - Present
Coffee Mill of Jamaica 2007 - 2008
Ark Investments llc April 2005 - June 2007
Skills
Concerts, a, Management, Strategy, merchandise...
Education
Humber College
Marketing
Sheridan College
Marketing
Investors Group December 2012 - Present
Coffee Mill of Jamaica 2007 - 2008
Ark Investments llc April 2005 - June 2007
Skills
Concerts, a, Management, Strategy, merchandise...
Education
Humber College
Marketing
Sheridan College
Marketing
Pierre Bedikian's Investors Group Experience June 2001 - April 2003
Job Branch Manager at RBC Royal Bank
Industry Financial Services
Experience
RBC August 2014 - Present
RBC Royal Bank February 2005 - August 2014
National Bank of Canada April 2003 - February 2005
Investors Group June 2001 - April 2003
Skills
Banking, Mortgage, Residential Mortgages, Mortgage Lending, Credit, Real Estate Investment, Real Estate Financing, Financial Planning, Credit Analysis, Investment Properties, Retail Banking, Management, Relationship Management, Finance, Financial Services, Risk Management, Customer Service, Credit Risk, Financial Analysis
Education
HEC Montreal 1998 — 2001
B.SC., Finance
RBC August 2014 - Present
RBC Royal Bank February 2005 - August 2014
National Bank of Canada April 2003 - February 2005
Investors Group June 2001 - April 2003
Skills
Banking, Mortgage, Residential Mortgages, Mortgage Lending, Credit, Real Estate Investment, Real Estate Financing, Financial Planning, Credit Analysis, Investment Properties, Retail Banking, Management, Relationship Management, Finance, Financial Services, Risk Management, Customer Service, Credit Risk, Financial Analysis
Education
HEC Montreal 1998 — 2001
B.SC., Finance
Jean-Francois (JF) Pilon, MBA's Investors Group Experience June 1997 - January 2000
Job Specialist, Development Programs Bombardier Aerospace
Industry Aviation & Aerospace
Experience
Bombardier Aerospace January 2010 - Present
Bombardier Aerospace June 2006 - January 2010
MCA Securities January 2005 - August 2005
Tandem Gestion du Patrimoine August 2001 - January 2005
Maxima Capital Inc. February 2000 - August 2001
Investors Group June 1997 - January 2000
Skills
Portfolio Management, Treasury Management, Supply Chain Management, Procurement, Project Management, Crisis Management, Mergers & Acquisitions, Development Programs..., Manufacturing, Financial Analysis, Mergers, Aerospace, Management, Purchasing, Strategy, Operations Management, Six Sigma, MRP, Supply Chain, Change Management, Contract Negotiation, Aircraft, Strategic Sourcing, Program Management, Aviation, Continuous Improvement
Education
Université du Québec à Montréal 2003 — 2005
MBA, Masters Degree
Université de Montréal - HEC Montréal 1995 — 1996
Bombardier Aerospace January 2010 - Present
Bombardier Aerospace June 2006 - January 2010
MCA Securities January 2005 - August 2005
Tandem Gestion du Patrimoine August 2001 - January 2005
Maxima Capital Inc. February 2000 - August 2001
Investors Group June 1997 - January 2000
Skills
Portfolio Management, Treasury Management, Supply Chain Management, Procurement, Project Management, Crisis Management, Mergers & Acquisitions, Development Programs..., Manufacturing, Financial Analysis, Mergers, Aerospace, Management, Purchasing, Strategy, Operations Management, Six Sigma, MRP, Supply Chain, Change Management, Contract Negotiation, Aircraft, Strategic Sourcing, Program Management, Aviation, Continuous Improvement
Education
Université du Québec à Montréal 2003 — 2005
MBA, Masters Degree
Université de Montréal - HEC Montréal 1995 — 1996
Tania Kumbarji's Investors Group Experience February 1999 - July 1999
Job Technical Illustrator at Bombardier Aerospace
Industry Design
Experience
Bombardier Aerospace September 2010 - Present
Air Canada May 2010 - September 2010
Papillon Ribbon & Bow (Canada) March 2006 - June 2007
____ May 2002 - March 2006
LG Pharma May 2000 - March 2001
Investors Group February 1999 - July 1999
Strategic Marketing November 1998 - January 1999
Concordia University December 1997 - October 1998
Skills
Illustrator, InDesign, Photoshop, Drawing, Graphic Design, Concept Design, Adobe Creative Suite, Flash, Illustration, Catia, Aerospace, Adobe Acrobat, Aircraft, Graphics, Vector Illustration
Education
Concordia University 1994 — 1997
Bachelor of Commerce (BCom), Marketing
Concordia University 1994 — 1998
Certificate, Graphic Design
Dawson College 2007 — 2010
DEC, Illustration & Design
Bombardier Aerospace September 2010 - Present
Air Canada May 2010 - September 2010
Papillon Ribbon & Bow (Canada) March 2006 - June 2007
____ May 2002 - March 2006
LG Pharma May 2000 - March 2001
Investors Group February 1999 - July 1999
Strategic Marketing November 1998 - January 1999
Concordia University December 1997 - October 1998
Skills
Illustrator, InDesign, Photoshop, Drawing, Graphic Design, Concept Design, Adobe Creative Suite, Flash, Illustration, Catia, Aerospace, Adobe Acrobat, Aircraft, Graphics, Vector Illustration
Education
Concordia University 1994 — 1997
Bachelor of Commerce (BCom), Marketing
Concordia University 1994 — 1998
Certificate, Graphic Design
Dawson College 2007 — 2010
DEC, Illustration & Design
Liren Shuai's Investors Group Experience September 2011 - November 2012
Job CSR at Kitco Metals Inc.
Industry Financial Services
Experience
Kitco Metals Inc. December 2012 - Present
Investors Group September 2011 - November 2012
Bank of Communications China JiangXi Nanchang North HongDu Avenue Branch July 2009 - August 2009
Skills
Financial Analysis, Teamwork, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, French, English, Customer Service, Accounting, Financial Modeling, Team Leadership, Social Media, Investments, Access
Education
Concordia University 2009 — 2012
Bachelor of Finance (BCom), Finance
Attached Middle School of JiangXi Normal Universtiy 2004 — 2007
High School
Kitco Metals Inc. December 2012 - Present
Investors Group September 2011 - November 2012
Bank of Communications China JiangXi Nanchang North HongDu Avenue Branch July 2009 - August 2009
Skills
Financial Analysis, Teamwork, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, French, English, Customer Service, Accounting, Financial Modeling, Team Leadership, Social Media, Investments, Access
Education
Concordia University 2009 — 2012
Bachelor of Finance (BCom), Finance
Attached Middle School of JiangXi Normal Universtiy 2004 — 2007
High School
Asif Imtiaz's Investors Group Experience October 2009 - January 2010
Job Administrator at FHIB Foundation Inc.
Industry Human Resources
Experience
FHIB Foundation Inc. May 2010 - April 2014
Wurth Canada January 2012 - December 2012
Canadian Tire Distribution Centre March 2011 - December 2011
Investors Group October 2009 - January 2010
Skills
Human Resources, Employee Relations, Time Management, Customer Service, Recruiting, Teamwork, Payroll, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Data Entry, Administrative..., Analysis
Education
Humber College 2005 — 2009
Business Administration and Management, General
FHIB Foundation Inc. May 2010 - April 2014
Wurth Canada January 2012 - December 2012
Canadian Tire Distribution Centre March 2011 - December 2011
Investors Group October 2009 - January 2010
Skills
Human Resources, Employee Relations, Time Management, Customer Service, Recruiting, Teamwork, Payroll, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Data Entry, Administrative..., Analysis
Education
Humber College 2005 — 2009
Business Administration and Management, General
Elaine Liao, CFA, MBA's Investors Group Experience 2009 - Present
Job Consultant, Investors Group
Industry Financial Services
Experience
Investors Group 2009 - Present
TD securities 2006 - 2007
HSBC Canada 2005 - 2006
UFJ Bank (Former Sanwa Bank) Canada & Singapore 1998 - 2005
Education
Jinan University
Bachelor's Degree, Accounting
National University of Singapore 1996 — 1998
MBA, Banking & Finance
Investors Group 2009 - Present
TD securities 2006 - 2007
HSBC Canada 2005 - 2006
UFJ Bank (Former Sanwa Bank) Canada & Singapore 1998 - 2005
Education
Jinan University
Bachelor's Degree, Accounting
National University of Singapore 1996 — 1998
MBA, Banking & Finance
Jill Golding's Investors Group Experience December 2008 - Present
Job Consultant, Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group December 2008 - Present
Bell Canada June 1981 - January 2008
Skills
Investments, Strategic Financial..., Retirement Planning, Life Insurance, Tax, Risk Management, Mortgage Lending, Underwriting, Small Business, Financial Planners, Estate Planning, Business Planning, Insurance, Analysis, Financial Services, CRM, New Business Development, Retirement, Long-term Care, Wealth Management, Coaching, Time Management, Fixed Annuities, Disability Insurance, Mutual Funds, Finance, Personal Finance, Business Strategy, Sales, Leadership, Wealth, Investment Advisory, Critical Illness, Financial Planning
Education
Fanshawe College 1978 — 1980
Business
J.L. Forster Collegiate Institute, Windsor, ON 1972 — 1975
Investors Group December 2008 - Present
Bell Canada June 1981 - January 2008
Skills
Investments, Strategic Financial..., Retirement Planning, Life Insurance, Tax, Risk Management, Mortgage Lending, Underwriting, Small Business, Financial Planners, Estate Planning, Business Planning, Insurance, Analysis, Financial Services, CRM, New Business Development, Retirement, Long-term Care, Wealth Management, Coaching, Time Management, Fixed Annuities, Disability Insurance, Mutual Funds, Finance, Personal Finance, Business Strategy, Sales, Leadership, Wealth, Investment Advisory, Critical Illness, Financial Planning
Education
Fanshawe College 1978 — 1980
Business
J.L. Forster Collegiate Institute, Windsor, ON 1972 — 1975
Vishesh Pandya's Investors Group Experience January 2015 - April 2015
Job Member Service Support at Student Association, George Brown College
Industry Financial Services
Experience
Student Association, George Brown College August 2015 - Present
George Brown College August 2014 - August 2015
Investors Group January 2015 - April 2015
Kognitive Marketing May 2014 - July 2014
George Brown College October 2013 - April 2014
State Bank of India May 2011 - July 2011
Skills
Financial Analysis, Market Research, Teamwork, English, Budgets, Customer Service, Business Strategy, Research, Team Building, Microsoft Word, Computer Proficiency, Meet Deadlines, Problem Solving, Money Management, Communication Skills, Negotiation, Result Oriented, Communication
Education
George Brown College 2014 — 2015
Post Graduate Certificate, Marketing Management - Financial services
George Brown College 2013 — 2014
Financial Planning, Financial Planning, 3.59
chimanbhai patel institute for management and research 2010 — 2013
Master of Business Administration (MBA), Finance, General, First class
som-lalit college of commerce 2007 — 2010
Bachelor of Commerce (BCom), Accounting and Finance, First class
Student Association, George Brown College August 2015 - Present
George Brown College August 2014 - August 2015
Investors Group January 2015 - April 2015
Kognitive Marketing May 2014 - July 2014
George Brown College October 2013 - April 2014
State Bank of India May 2011 - July 2011
Skills
Financial Analysis, Market Research, Teamwork, English, Budgets, Customer Service, Business Strategy, Research, Team Building, Microsoft Word, Computer Proficiency, Meet Deadlines, Problem Solving, Money Management, Communication Skills, Negotiation, Result Oriented, Communication
Education
George Brown College 2014 — 2015
Post Graduate Certificate, Marketing Management - Financial services
George Brown College 2013 — 2014
Financial Planning, Financial Planning, 3.59
chimanbhai patel institute for management and research 2010 — 2013
Master of Business Administration (MBA), Finance, General, First class
som-lalit college of commerce 2007 — 2010
Bachelor of Commerce (BCom), Accounting and Finance, First class
Martina Salvant's Investors Group Experience April 2008 - May 2009
Job Caisse desjardins d'economie hydro Quebec
Industry Banking
Experience
Caisse d'Economie Desjardins Hydro May 2009 - Present
Investors Group April 2008 - May 2009
Skills
Team Leadership, French, Analysis
Education
Concordia University 2009 — 2012
Bachelor's degree, Economics
Marianopolis College 2006 — 2008
Social Sciences
Caisse d'Economie Desjardins Hydro May 2009 - Present
Investors Group April 2008 - May 2009
Skills
Team Leadership, French, Analysis
Education
Concordia University 2009 — 2012
Bachelor's degree, Economics
Marianopolis College 2006 — 2008
Social Sciences
Todd Gillick, B.Admin., CFP CLU C.F.S.B's Investors Group Experience July 1994 - December 2007
Job Vice President Business Development | Sentry Group
Industry Financial Services
Experience
Sentry Group September 2010 - Present
Chassie Co Financial Corporation March 2006 - Present
Pinnacle Wealth Brokers EMD September 2013 - January 2015
Investors Group July 1994 - December 2007
Skills
Investments, Strategic Financial..., Wealth Management, Public Speaking, Coaching, Alternative Investments, Sales Management, Entrepreneurship, Strategic Planning, Renewable Energy, Start-ups, Energy, Sustainability, Growth Management, Business Strategy, Mortgage Lending, Residential Mortgages, Financial Planners, Leadership, Retirement Planning, Small Business, Financial Advisory, Management, Business Development, Finance, Program Management, Marketing, Training, Project Planning, Financial Planning, Portfolio Management
Education
Lakehead University
Bachelor of Business Administration and Management, Accounting
Sentry Group September 2010 - Present
Chassie Co Financial Corporation March 2006 - Present
Pinnacle Wealth Brokers EMD September 2013 - January 2015
Investors Group July 1994 - December 2007
Skills
Investments, Strategic Financial..., Wealth Management, Public Speaking, Coaching, Alternative Investments, Sales Management, Entrepreneurship, Strategic Planning, Renewable Energy, Start-ups, Energy, Sustainability, Growth Management, Business Strategy, Mortgage Lending, Residential Mortgages, Financial Planners, Leadership, Retirement Planning, Small Business, Financial Advisory, Management, Business Development, Finance, Program Management, Marketing, Training, Project Planning, Financial Planning, Portfolio Management
Education
Lakehead University
Bachelor of Business Administration and Management, Accounting
Betty Ann Mader's Investors Group Experience 2008 - Present
Job Assistant to Division Director & Recruiting Associate at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. September 2008 - Present
Investors Group 2008 - Present
CIBC March 2000 - September 2008
CIBC April 1975 - March 2000
Education
Dalhousie University 1971 — 1975
THEATRE, MATHEMATICS
Investors Group Financial Services Inc. September 2008 - Present
Investors Group 2008 - Present
CIBC March 2000 - September 2008
CIBC April 1975 - March 2000
Education
Dalhousie University 1971 — 1975
THEATRE, MATHEMATICS
Jaspreet Mangat's Investors Group Experience May 2015 - Present
Job Software Quality Assurance Analyst at Online Business System
Industry Computer Software
Experience
Investors Group May 2015 - Present
Online Business System April 2011 - Present
Online Business Systems April 2011 - January 2015
Worker Compensation Board February 2009 - January 2011
Farm Credit Canada,Regina January 2008 - December 2008
Insurance Canada, Mississauga January 2007 - January 2008
Skills
Microsoft Office, Management, Project Management, SQL, Customer Service, Leadership, Software Development, HTML, Business Analysis, Microsoft SQL Server, Integration, Agile Methodologies, Quality Assurance, Requirements Analysis, Requirements Gathering, SDLC, Software Quality...
Education
Humber College 2006 — 2007
M.S, Enterprise Software Developer
Guru Nanak Dev University ,Amritsar ,Punjab, India 2001 — 2004
Masters in Computer Application
Investors Group May 2015 - Present
Online Business System April 2011 - Present
Online Business Systems April 2011 - January 2015
Worker Compensation Board February 2009 - January 2011
Farm Credit Canada,Regina January 2008 - December 2008
Insurance Canada, Mississauga January 2007 - January 2008
Skills
Microsoft Office, Management, Project Management, SQL, Customer Service, Leadership, Software Development, HTML, Business Analysis, Microsoft SQL Server, Integration, Agile Methodologies, Quality Assurance, Requirements Analysis, Requirements Gathering, SDLC, Software Quality...
Education
Humber College 2006 — 2007
M.S, Enterprise Software Developer
Guru Nanak Dev University ,Amritsar ,Punjab, India 2001 — 2004
Masters in Computer Application
Dale Weevers H.B. Com, CGA's Investors Group Experience August 2007 - March 2010
Job Controller at Donvito Automotive Group
Industry Financial Services
Experience
Donvito Automotive Group January 2014 - Present
National Bank Financial November 2011 - December 2013
Wellington West Capital March 2010 - November 2011
Investors Group August 2007 - March 2010
Skills
Mutual Funds, Investment Strategies, Investment Advisory, Retirement Planning, Investments, Strategic Financial..., Asset Allocation, Equities, Asset Managment, Financial Advisory, Investment Management, Estate Planning, Corporate Tax Planning, Estate Tax Planning, Personal Tax Planning, Wealth Management
Education
CGA Mantioba 2003 — 2010
CGA, Accounting and Finance
Laurentian University/Université Laurentienne 2003 — 2010
H.B. Com, Accounting and Finance
Donvito Automotive Group January 2014 - Present
National Bank Financial November 2011 - December 2013
Wellington West Capital March 2010 - November 2011
Investors Group August 2007 - March 2010
Skills
Mutual Funds, Investment Strategies, Investment Advisory, Retirement Planning, Investments, Strategic Financial..., Asset Allocation, Equities, Asset Managment, Financial Advisory, Investment Management, Estate Planning, Corporate Tax Planning, Estate Tax Planning, Personal Tax Planning, Wealth Management
Education
CGA Mantioba 2003 — 2010
CGA, Accounting and Finance
Laurentian University/Université Laurentienne 2003 — 2010
H.B. Com, Accounting and Finance
Bill Cao's Investors Group Experience January 2007 - July 2008
Job Vice President Citi Treasury Investment
Industry Financial Services
Experience
Citi August 2010 - Present
Horizon Blue Cross Blue Shield of New Jersey August 2008 - January 2010
Investors Group January 2007 - July 2008
Concordia University June 2005 - December 2006
Skills
Financial Modeling, Risk Management, Derivatives, VBA, Access, Finance, Fixed Income, Treasury, Swap Trading, Cash Management, Automation, Bloomberg, Microsoft Excel
Education
Concordia University 2005 — 2009
Master, Finance
Concordia University 2002 — 2005
Bachelor, Finance
Citi August 2010 - Present
Horizon Blue Cross Blue Shield of New Jersey August 2008 - January 2010
Investors Group January 2007 - July 2008
Concordia University June 2005 - December 2006
Skills
Financial Modeling, Risk Management, Derivatives, VBA, Access, Finance, Fixed Income, Treasury, Swap Trading, Cash Management, Automation, Bloomberg, Microsoft Excel
Education
Concordia University 2005 — 2009
Master, Finance
Concordia University 2002 — 2005
Bachelor, Finance
Savdeep Kaur's Investors Group Experience April 2009 - 2009
Job Assistant Manager at BMO Financial Group
Industry Accounting
Experience
BMO Investment Centre November 2012 - Present
BMO Investment Centre September 2010 - October 2012
B. Patel Tax Consultant September 2009 - April 2010
Investors Group April 2009 - 2009
Skills
Mutual Funds, Financial Advisory, Portfolio Management, Finance
Education
Humber College 2009 — 2010
Diploma in Accounting, Business Accounting
Guru Nanak Dev University 2003 — 2008
Bachelor of Commerce (B.Com.), Accounting and Business/Management
BMO Investment Centre November 2012 - Present
BMO Investment Centre September 2010 - October 2012
B. Patel Tax Consultant September 2009 - April 2010
Investors Group April 2009 - 2009
Skills
Mutual Funds, Financial Advisory, Portfolio Management, Finance
Education
Humber College 2009 — 2010
Diploma in Accounting, Business Accounting
Guru Nanak Dev University 2003 — 2008
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Clint Richardson's Investors Group Experience April 2010 - April 2013
Job Sales Representative Volant Products Inc.
Industry Oil & Energy
Experience
Volant Products Inc. April 2013 - Present
Investors Group April 2010 - April 2013
FI Canada July 2006 - April 2010
Skills
Oil/Gas, Onshore, Customer Service, Oil & Gas Industry, Sales, Procurement, Contract Management, Supervisory Skills, Inspection
Education
Lethbridge College
Volant Products Inc. April 2013 - Present
Investors Group April 2010 - April 2013
FI Canada July 2006 - April 2010
Skills
Oil/Gas, Onshore, Customer Service, Oil & Gas Industry, Sales, Procurement, Contract Management, Supervisory Skills, Inspection
Education
Lethbridge College
Daniela Hodoba's Investors Group Experience 2006 - 2007
Job Associate at RBC Dominion Securities
Industry Banking
Experience
RBC Dominion Securities April 2013 - Present
RBC August 2008 - April 2013
Kingsdale Shareholder Services 2007 - 2008
Investors Group 2006 - 2007
Ontario Healthy Communities Coalition 2005 - 2006
Ontario Healthy Communities Coalition January 2005 - December 2005
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Teamwork, Travel Arrangements, Administrative..., Microsoft Word, Confidentiality, Office Management, Outlook, Office Administration, Time Management, Make Things Happen, Organization, Registration, Coordination, QuickBooks, Banking, Data Analysis, Expenses, Marketing, SAP, Bloomberg, Multi-tasked, Multi-language, Management, Negotiation, Administrative...
Education
George Brown College 2004 — 2006
Diploma, Business Administration - Marketing (with coop)
CSI
Canadian Securities Course
International School of Bucharest
RBC Dominion Securities April 2013 - Present
RBC August 2008 - April 2013
Kingsdale Shareholder Services 2007 - 2008
Investors Group 2006 - 2007
Ontario Healthy Communities Coalition 2005 - 2006
Ontario Healthy Communities Coalition January 2005 - December 2005
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Teamwork, Travel Arrangements, Administrative..., Microsoft Word, Confidentiality, Office Management, Outlook, Office Administration, Time Management, Make Things Happen, Organization, Registration, Coordination, QuickBooks, Banking, Data Analysis, Expenses, Marketing, SAP, Bloomberg, Multi-tasked, Multi-language, Management, Negotiation, Administrative...
Education
George Brown College 2004 — 2006
Diploma, Business Administration - Marketing (with coop)
CSI
Canadian Securities Course
International School of Bucharest
Chloe Simpson's Investors Group Experience January 1997 - January 1999
Job Executive Sales Consultant at Don Valley Volkswagen Ltd
Industry Automotive
Experience
Don Valley Volkswagen Ltd September 2010 - Present
Don Valley Volkswagen Ltd May 2009 - September 2010
General Motors September 2003 - May 2008
Aditya Birla Minacs Oshawa September 2003 - May 2008
Investors Group Financial Services Whitby September 1997 - September 2003
Securities and Insurance January 1999 - January 2003
Investors Group January 1997 - January 1999
Canadian Red Cross Society Oshawa August 1996 - September 1997
Mackie Automotive Systems October 1991 - September 1994
Stokley Van Camps July 1984 - May 1986
Skills
Team Leadership, Organizational..., Online Marketing, Business Development, Automotive, Sales
Education
Durham College
Microsoft Office
Don Valley Volkswagen Ltd September 2010 - Present
Don Valley Volkswagen Ltd May 2009 - September 2010
General Motors September 2003 - May 2008
Aditya Birla Minacs Oshawa September 2003 - May 2008
Investors Group Financial Services Whitby September 1997 - September 2003
Securities and Insurance January 1999 - January 2003
Investors Group January 1997 - January 1999
Canadian Red Cross Society Oshawa August 1996 - September 1997
Mackie Automotive Systems October 1991 - September 1994
Stokley Van Camps July 1984 - May 1986
Skills
Team Leadership, Organizational..., Online Marketing, Business Development, Automotive, Sales
Education
Durham College
Microsoft Office
Tony Ottaviano's Investors Group Experience July 2013 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Banking
Experience
Investors Group July 2013 - Present
CIBC November 2008 - April 2013
CIBC September 2004 - November 2008
Skills
Home Equity Lines of..., Retirement Planning, Investments, Residential Mortgages, Debt Consolidation, Wealth Management, Mortgage Lending, Investment Advisory, Mutual Funds, Credit, Strategic Financial..., Investment Strategies, Relationship Management, Wealth, Fixed Income, Bonds, High Net Worth..., Asset Management, Risk Management, Equities, Financial Analysis, Alternative Investments, Consumer Lending, Financial Advisory, Credit Analysis, Loans, Refinance, Critical Illness, Retirement, Savings, Estate Planning, Securities, Income Protection, Cash Management, Financial Risk, Pensions, Asset Allocation, Life Insurance, Financial Planning, Portfolio Management, Retail Banking, Banking
Education
Durham College
LLQP, Insurance
Canadian Secuities Institute
CSC, CPH, PFPC, WME
Humber College
Business
Investors Group July 2013 - Present
CIBC November 2008 - April 2013
CIBC September 2004 - November 2008
Skills
Home Equity Lines of..., Retirement Planning, Investments, Residential Mortgages, Debt Consolidation, Wealth Management, Mortgage Lending, Investment Advisory, Mutual Funds, Credit, Strategic Financial..., Investment Strategies, Relationship Management, Wealth, Fixed Income, Bonds, High Net Worth..., Asset Management, Risk Management, Equities, Financial Analysis, Alternative Investments, Consumer Lending, Financial Advisory, Credit Analysis, Loans, Refinance, Critical Illness, Retirement, Savings, Estate Planning, Securities, Income Protection, Cash Management, Financial Risk, Pensions, Asset Allocation, Life Insurance, Financial Planning, Portfolio Management, Retail Banking, Banking
Education
Durham College
LLQP, Insurance
Canadian Secuities Institute
CSC, CPH, PFPC, WME
Humber College
Business
Jonathan Webber, MBA, CGA, CHRP's Investors Group Experience 2000 - 2001
Job Chief Financial Officer at Sawatsky Group of Companies
Industry Consumer Goods
Experience
Sawatsky Group of Companies September 2009 - Present
Sawatsky Group of Companies July 2007 - September 2009
MTS Allstream January 2004 - July 2007
Boston Pizza 2001 - 2004
Investors Group 2000 - 2001
Skills
Financial Analysis, Budgets, Strategic Planning, Accounting, Financial Reporting, Business Planning, Forecasting, Process Improvement, Investments, Managerial Finance, Strategic Financial..., Financial Accounting, Internal Controls, Financial Modeling, Variance Analysis, Finance, IFRS, Cash Flow, Auditing, Corporate Finance, P&L, Mergers & Acquisitions, Cost Accounting, Internal Audit, Sarbanes-Oxley Act, GAAP, Coaching
Education
Laurentian University/Université Laurentienne 2011 — 2013
Master of Business Administration (MBA), MBA
University of Manitoba
BA, Economics
Sawatsky Group of Companies September 2009 - Present
Sawatsky Group of Companies July 2007 - September 2009
MTS Allstream January 2004 - July 2007
Boston Pizza 2001 - 2004
Investors Group 2000 - 2001
Skills
Financial Analysis, Budgets, Strategic Planning, Accounting, Financial Reporting, Business Planning, Forecasting, Process Improvement, Investments, Managerial Finance, Strategic Financial..., Financial Accounting, Internal Controls, Financial Modeling, Variance Analysis, Finance, IFRS, Cash Flow, Auditing, Corporate Finance, P&L, Mergers & Acquisitions, Cost Accounting, Internal Audit, Sarbanes-Oxley Act, GAAP, Coaching
Education
Laurentian University/Université Laurentienne 2011 — 2013
Master of Business Administration (MBA), MBA
University of Manitoba
BA, Economics
Marc Striplet Jéphté Philippe's Investors Group Experience May 2014 - Present
Job Financial Security Advisor
Industry Financial Services
Experience
Investors Group May 2014 - Present
Reliance Protectron July 2012 - January 2014
Vidéotron Ltée August 2009 - July 2012
systemex communcation sc 2009 - 2011
Bell Canada 2009 - 2010
Bell Canada 2009 - 2010
Skills
Sociology
Education
Université de Montréal 2011 — 2014
HEC Montreal 2010 — 2010
Gestion de projets
Investors Group May 2014 - Present
Reliance Protectron July 2012 - January 2014
Vidéotron Ltée August 2009 - July 2012
systemex communcation sc 2009 - 2011
Bell Canada 2009 - 2010
Bell Canada 2009 - 2010
Skills
Sociology
Education
Université de Montréal 2011 — 2014
HEC Montreal 2010 — 2010
Gestion de projets
Matthew Ricci's Investors Group Experience June 2010 - Present
Job Financial Consultant, Investors Group
Industry Financial Services
Experience
Investors Group June 2010 - Present
Zentech Marketing 2010 - 2010
Targus Canada 2008 - 2009
Education
George Brown College 2004 — 2008
Business Administration
Investors Group June 2010 - Present
Zentech Marketing 2010 - 2010
Targus Canada 2008 - 2009
Education
George Brown College 2004 — 2008
Business Administration
raed qadadeh's Investors Group Experience May 2009 - May 2010
Job Insurance advisor at RBC Insurance
Industry Insurance
Experience
RBC Insurance July 2011 - Present
Combined Insurance United States August 2010 - May 2011
Investors Group May 2009 - May 2010
Dubai Islamic Bank January 2007 - April 2009
Mashreq Bank October 1997 - December 2006
Skills
Health Insurance, Risk Management, Critical Illness, Disability Insurance, General Insurance, Property & Casualty..., Term Life Insurance, Insurance, Life Insurance, Underwriting, Fixed Annuities, Customer Service, Commercial Insurance, Banking, Retail Banking
Education
LLQP 2010 — 2010
Insurance license, Insurance
taj school 2009 — 2009
certificate, Investments and Securities
Jami'at Al-Yarmouk 1989 — 1994
Bachelor's degree, Accounting
RBC Insurance July 2011 - Present
Combined Insurance United States August 2010 - May 2011
Investors Group May 2009 - May 2010
Dubai Islamic Bank January 2007 - April 2009
Mashreq Bank October 1997 - December 2006
Skills
Health Insurance, Risk Management, Critical Illness, Disability Insurance, General Insurance, Property & Casualty..., Term Life Insurance, Insurance, Life Insurance, Underwriting, Fixed Annuities, Customer Service, Commercial Insurance, Banking, Retail Banking
Education
LLQP 2010 — 2010
Insurance license, Insurance
taj school 2009 — 2009
certificate, Investments and Securities
Jami'at Al-Yarmouk 1989 — 1994
Bachelor's degree, Accounting
S. Olivier OUATTARA's Investors Group Experience September 2015 - Present
Job Responsable des opérations II chez Investors Group
Industry Information Technology and Services
Experience
Investors Group September 2015 - Present
Vidéotron April 2014 - Present
Investors Group 2014 - 2015
GAEA21 August 2012 - August 2013
McKesson March 2011 - September 2011
SIVEER October 2010 - March 2011
CHU Poitiers February 2009 - June 2009
Caisse Nationale de Sécurité Sociale December 2007 - August 2008
Skills
•Bureautique :..., •Protocoles de réseaux..., •Langage de..., •Les Bases de Données..., •Langages et outils de..., .NET, C, MySQL,..., Adobe Master Collection..., •Méthodologies et..., •Gestion d’entreprise..., contrôle de gestion,..., •Normes : ISO (normes,..., CMMI (Processus..., •Système..., Windows (98, XP, 2000,..., •Niveau technique :..., dépannage informatique...
Education
Université de Montréal - HEC Montréal 2013 — 2014
analyse de la sécurité de l'information et des systèmes, Technologies de l'information, En cours
Institut d'Administration des Entreprises de Poitiers 2012 — 2013
Matrîse en Management et Administration des Entreprises, Management Information Systems, General, Admis
Université de Poitiers - Faculté des Sciences Fondamentales et Aplliquées 2010 — 2011
Maîtrise Informatique et Télécommunication, Sciences informatiques et de l''information et services apparentés, Admis
Université Polytechnique de Bobo-Dioulasso - Ecole Supérieure d'Informatique - BURKINA FASO 2006 — 2007
Baccalauréat en genie informatique, Sciences informatiques et de l''information et services apparentés, Admis
Investors Group September 2015 - Present
Vidéotron April 2014 - Present
Investors Group 2014 - 2015
GAEA21 August 2012 - August 2013
McKesson March 2011 - September 2011
SIVEER October 2010 - March 2011
CHU Poitiers February 2009 - June 2009
Caisse Nationale de Sécurité Sociale December 2007 - August 2008
Skills
•Bureautique :..., •Protocoles de réseaux..., •Langage de..., •Les Bases de Données..., •Langages et outils de..., .NET, C, MySQL,..., Adobe Master Collection..., •Méthodologies et..., •Gestion d’entreprise..., contrôle de gestion,..., •Normes : ISO (normes,..., CMMI (Processus..., •Système..., Windows (98, XP, 2000,..., •Niveau technique :..., dépannage informatique...
Education
Université de Montréal - HEC Montréal 2013 — 2014
analyse de la sécurité de l'information et des systèmes, Technologies de l'information, En cours
Institut d'Administration des Entreprises de Poitiers 2012 — 2013
Matrîse en Management et Administration des Entreprises, Management Information Systems, General, Admis
Université de Poitiers - Faculté des Sciences Fondamentales et Aplliquées 2010 — 2011
Maîtrise Informatique et Télécommunication, Sciences informatiques et de l''information et services apparentés, Admis
Université Polytechnique de Bobo-Dioulasso - Ecole Supérieure d'Informatique - BURKINA FASO 2006 — 2007
Baccalauréat en genie informatique, Sciences informatiques et de l''information et services apparentés, Admis
Andrew Otto's Investors Group Experience September 2010 - March 2011
Job Intern at Wisconsin Court of Appeals
Industry Law Practice
Experience
Wisconsin Court of Appeals May 2014 - Present
AmeriCorps 2012 - July 2013
Edward Jones 2011 - 2012
Investors Group September 2010 - March 2011
Skills
Research, Retirement, Financial Analysis, Microsoft Excel, Securities, Mutual Funds, Strategic Financial..., Retirement Planning
Education
Marquette University Law School 2013 — 2016
Juris Doctorate, Law
Grinnell College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Wisconsin Court of Appeals May 2014 - Present
AmeriCorps 2012 - July 2013
Edward Jones 2011 - 2012
Investors Group September 2010 - March 2011
Skills
Research, Retirement, Financial Analysis, Microsoft Excel, Securities, Mutual Funds, Strategic Financial..., Retirement Planning
Education
Marquette University Law School 2013 — 2016
Juris Doctorate, Law
Grinnell College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Dian Thompson, MBA, PGCert.,'s Investors Group Experience October 2014 - February 2015
Job
Industry Government Relations
Experience
Humber College October 2014 - April 2015
Investors Group October 2014 - February 2015
Passport, Immigration & Citizenship Agency May 2004 - December 2013
Education
Canadian Securities Institute 2015 — 2015
Investments and Securities
Humber College 2014 — 2015
Post Graduate Diploma, Global Business Management, Honours Standing
The University of the West Indies, Mona 2006 — 2010
Master of Business Administration (MBA), Banking and Finance, GPA 3.76 / 4
The University of the West Indies, Mona 2000 — 2005
Bachelor's Degree, Management Studies
Humber College October 2014 - April 2015
Investors Group October 2014 - February 2015
Passport, Immigration & Citizenship Agency May 2004 - December 2013
Education
Canadian Securities Institute 2015 — 2015
Investments and Securities
Humber College 2014 — 2015
Post Graduate Diploma, Global Business Management, Honours Standing
The University of the West Indies, Mona 2006 — 2010
Master of Business Administration (MBA), Banking and Finance, GPA 3.76 / 4
The University of the West Indies, Mona 2000 — 2005
Bachelor's Degree, Management Studies
Alexander Sidhom's Investors Group Experience October 2014 - Present
Job Consultant at Investors Group
Industry Oil & Energy
Experience
Investors Group October 2014 - Present
Rogers Communications February 2013 - September 2014
Shell 2009 - February 2013
Rudolph Technologies August 2006 - July 2009
Loblaw Companies Limited August 2004 - March 2006
Coptic Orphans Support Association October 2002 - January 2004
Skills
Program Management, Data Analysis, Strategic Planning, Sales, Project Management, Leadership, Microsoft Office, Engineering, Business Strategy, Customer Service, Failure Analysis, Research, Negotiation, Financial Analysis, Youth Development, Event Planning, Electronics, Public Speaking, PowerPoint, Analytics, Coordination, Economics, Fitness, Labview, Social Networking, Nutrition, Office Management, Problem Solving, Youth Work, Youth Mentoring, Youth Engagement, Youth Programs, Financial Modeling, Accounting, Nutritional Counseling, Employee Relations, Estate Tax Planning, Investment Banking, Tax-advantaged..., Investment Strategies, Operations Management, Data Modeling
Education
Wilfrid Laurier University 2012 — 2016
Master of Business Administration (M.B.A.), Strategic Planning, Organizational Behaviour, A
Marylhurst University 2008 — 2009
Master of Business Administration (M.B.A.), Strategic Planning, 3.87
DeVry University Phoenix 1997 — 2000
Honours Bachelor of Science (B.Sc.), Engineering, 3.97
Investors Group October 2014 - Present
Rogers Communications February 2013 - September 2014
Shell 2009 - February 2013
Rudolph Technologies August 2006 - July 2009
Loblaw Companies Limited August 2004 - March 2006
Coptic Orphans Support Association October 2002 - January 2004
Skills
Program Management, Data Analysis, Strategic Planning, Sales, Project Management, Leadership, Microsoft Office, Engineering, Business Strategy, Customer Service, Failure Analysis, Research, Negotiation, Financial Analysis, Youth Development, Event Planning, Electronics, Public Speaking, PowerPoint, Analytics, Coordination, Economics, Fitness, Labview, Social Networking, Nutrition, Office Management, Problem Solving, Youth Work, Youth Mentoring, Youth Engagement, Youth Programs, Financial Modeling, Accounting, Nutritional Counseling, Employee Relations, Estate Tax Planning, Investment Banking, Tax-advantaged..., Investment Strategies, Operations Management, Data Modeling
Education
Wilfrid Laurier University 2012 — 2016
Master of Business Administration (M.B.A.), Strategic Planning, Organizational Behaviour, A
Marylhurst University 2008 — 2009
Master of Business Administration (M.B.A.), Strategic Planning, 3.87
DeVry University Phoenix 1997 — 2000
Honours Bachelor of Science (B.Sc.), Engineering, 3.97
John Turpie, B. Admin,CFP's Investors Group Experience January 2000 - March 2002
Job
Industry Financial Services
Experience
RBC Wealth Management January 2011 - Present
BMO Financial Group April 2002 - January 2011
Investors Group January 2000 - March 2002
Skills
Investments, Retirement, Financial Planning, Portfolio Management, Financial Services, Retirement Planning, Finance, Risk Management, Financial Analysis, Asset Management
Education
Lakehead University 1992 — 1994
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Sheridan College
RBC Wealth Management January 2011 - Present
BMO Financial Group April 2002 - January 2011
Investors Group January 2000 - March 2002
Skills
Investments, Retirement, Financial Planning, Portfolio Management, Financial Services, Retirement Planning, Finance, Risk Management, Financial Analysis, Asset Management
Education
Lakehead University 1992 — 1994
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Sheridan College
Anita Zhang's Investors Group Experience April 2009 - October 2011
Job Senior Investment Representative at TD
Industry Banking
Experience
TD January 2014 - Present
TD Waterhouse Discount Brokerage February 2013 - January 2014
TD Bank Financial Group - Branches November 2011 - February 2013
Investors Group April 2009 - October 2011
Skills
Customer Service, Consultants, Sales, Sales Management, Investments
Education
University of Waterloo 2000 — 2004
Bachelor of Business Administration (BBA), Mathematics
George Brown College
FINANCIAL PLANNING
TD January 2014 - Present
TD Waterhouse Discount Brokerage February 2013 - January 2014
TD Bank Financial Group - Branches November 2011 - February 2013
Investors Group April 2009 - October 2011
Skills
Customer Service, Consultants, Sales, Sales Management, Investments
Education
University of Waterloo 2000 — 2004
Bachelor of Business Administration (BBA), Mathematics
George Brown College
FINANCIAL PLANNING
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management