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
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Investors Group Employees
Employee
Years
Job
Industry
Rina Abughazaleh Rina Abughazaleh's Investors Group Experience February 2014 - January 2015
Job Purchasing at Precise Parklink
Industry Logistics and Supply Chain
Experience
Precise Parklink April 2015 - Present
Investors Group February 2014 - January 2015
S-Trip! September 2013 - January 2014
WEG May 2013 - July 2013
Pennsylvania State University January 2013 - May 2013
J&J Case Competition January 2013 - March 2013
Skills
Inventory Management, entrepreneurship, financial planning, Mutual Funds, Access, Time Management, Leadership, Logistics, Bilingual, Microsoft Excel, Teamwork, Networking, Microsoft Word, PowerPoint, Inventory Control, Microsoft Office, Customer Service, Outlook, Team Leadership, Customer Satisfaction, Investments, Data Entry, Management, Analysis, Strategic Planning
Education
Penn State University 2010 — 2013
Bachelor of Science (B.S.), Logistics, Materials, and Supply Chain Management
Emirates International School 2006 — 2010
IB Diploma
Precise Parklink April 2015 - Present
Investors Group February 2014 - January 2015
S-Trip! September 2013 - January 2014
WEG May 2013 - July 2013
Pennsylvania State University January 2013 - May 2013
J&J Case Competition January 2013 - March 2013
Skills
Inventory Management, entrepreneurship, financial planning, Mutual Funds, Access, Time Management, Leadership, Logistics, Bilingual, Microsoft Excel, Teamwork, Networking, Microsoft Word, PowerPoint, Inventory Control, Microsoft Office, Customer Service, Outlook, Team Leadership, Customer Satisfaction, Investments, Data Entry, Management, Analysis, Strategic Planning
Education
Penn State University 2010 — 2013
Bachelor of Science (B.S.), Logistics, Materials, and Supply Chain Management
Emirates International School 2006 — 2010
IB Diploma
Craig Pulak Craig Pulak's Investors Group Experience June 2015 - September 2015
Job Resorts of the Canadian Rockies
Industry Leisure, Travel & Tourism
Experience
Resorts of the Canadian Rockies September 2015 - Present
Investors Group June 2015 - September 2015
GoodLife Fitness July 2014 - June 2015
Student May 2009 - July 2014
Skills
Health Promotion, Fitness, Nutrition, Personal Training, Health Education, Fitness Training, Wellness, Nutritional Counseling, Wellness Coaching, Nutrition Education, Cpr Certified, Holistic Health, Strength Training, Weight Training, Public Health, Sports Nutrition
Education
Northern Michigan University 2010 — 2014
Community Health, Health and Wellness, General, Senior
Resorts of the Canadian Rockies September 2015 - Present
Investors Group June 2015 - September 2015
GoodLife Fitness July 2014 - June 2015
Student May 2009 - July 2014
Skills
Health Promotion, Fitness, Nutrition, Personal Training, Health Education, Fitness Training, Wellness, Nutritional Counseling, Wellness Coaching, Nutrition Education, Cpr Certified, Holistic Health, Strength Training, Weight Training, Public Health, Sports Nutrition
Education
Northern Michigan University 2010 — 2014
Community Health, Health and Wellness, General, Senior
Denis Dinella's Investors Group Experience May 2013 - September 2013
Job Lead Generation Specialist @ NorthBridge Consultants | Visionary Entrepreneur | Investor | Startup Fanatic |
Industry Accounting
Experience
NorthBridge Consultants May 2015 - Present
Donair House December 2013 - April 2015
Investors Group May 2013 - September 2013
McDonald's Corporation December 2009 - September 2012
Skills
Marketing, Teamwork, Leadership, Time Management, Team Leadership, Business Decision Making, Critical Thinking, Customer Service, Accounting, Managerial Finance, Sales, Project Planning, Python, HTML, Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Research, Microsoft Word, Finance, Data Analysis, Analysis, Financial Analysis, Management, Investments, Problem Solving, Coaching, Consulting, Advertising, Networking, Data Entry, Market Research, English, Business Strategy, Financial Accounting, Economics, Social Media Marketing, Financial Reporting, Strategy, Entrepreneurship, Business Analysis, Direct Marketing, CRM, Lead Generation, Business Planning
Education
McMaster University 2011 — 2015
Honours Bachelor of Commerce (B.Com.), Finance, General ; Minor in Economics
Kennedy Collegiate High School 2009 — 2011
NorthBridge Consultants May 2015 - Present
Donair House December 2013 - April 2015
Investors Group May 2013 - September 2013
McDonald's Corporation December 2009 - September 2012
Skills
Marketing, Teamwork, Leadership, Time Management, Team Leadership, Business Decision Making, Critical Thinking, Customer Service, Accounting, Managerial Finance, Sales, Project Planning, Python, HTML, Microsoft Office, Microsoft Excel, Public Speaking, PowerPoint, Research, Microsoft Word, Finance, Data Analysis, Analysis, Financial Analysis, Management, Investments, Problem Solving, Coaching, Consulting, Advertising, Networking, Data Entry, Market Research, English, Business Strategy, Financial Accounting, Economics, Social Media Marketing, Financial Reporting, Strategy, Entrepreneurship, Business Analysis, Direct Marketing, CRM, Lead Generation, Business Planning
Education
McMaster University 2011 — 2015
Honours Bachelor of Commerce (B.Com.), Finance, General ; Minor in Economics
Kennedy Collegiate High School 2009 — 2011
Edwin Pavey CFP, CLU Edwin Pavey CFP, CLU's Investors Group Experience November 2013 - Present
Job Regional Director at Investors Group
Industry Financial Services
Experience
Investors Group November 2013 - Present
Investors Group Financial Services Inc. December 2010 - Present
Investors Group Financial Services Inc. February 2008 - Present
IATSE 667 August 2004 - October 2007
AFCOOP Film 5 Production September 2005 - October 2006
This Hour Has 22 Minutes January 2003 - May 2003
Intrawest November 2001 - May 2002
Skills
Mutual Funds, Investments, Insurance, Public Speaking, Financial Planning, Retirement Planning, Asset Management, Strategic Financial..., Financial Advisory, Financial Services, Financial Planners, Management, Retirement, Wealth, Employee Benefits, Critical Illness, Strategic Planning
Education
ADVOCIS - The Financial Advisors Association of Canada 2010 — 2011
Certified Financial Planner & Chartered Life Underwriter Curriculum
The Institute For Advanced Financial Education 2010 — 2011
CLU, Chartered Life Underwriter
Nova Scotia College of Art and Design 2002 — 2006
Film
DHS 1998 — 2001
High School Diploma
Investors Group November 2013 - Present
Investors Group Financial Services Inc. December 2010 - Present
Investors Group Financial Services Inc. February 2008 - Present
IATSE 667 August 2004 - October 2007
AFCOOP Film 5 Production September 2005 - October 2006
This Hour Has 22 Minutes January 2003 - May 2003
Intrawest November 2001 - May 2002
Skills
Mutual Funds, Investments, Insurance, Public Speaking, Financial Planning, Retirement Planning, Asset Management, Strategic Financial..., Financial Advisory, Financial Services, Financial Planners, Management, Retirement, Wealth, Employee Benefits, Critical Illness, Strategic Planning
Education
ADVOCIS - The Financial Advisors Association of Canada 2010 — 2011
Certified Financial Planner & Chartered Life Underwriter Curriculum
The Institute For Advanced Financial Education 2010 — 2011
CLU, Chartered Life Underwriter
Nova Scotia College of Art and Design 2002 — 2006
Film
DHS 1998 — 2001
High School Diploma
Laura Bishop's Investors Group Experience April 2014 - Present
Job Associate Manager, Field Delivery & Mortgage Retention at Investors Group
Industry Financial Services
Experience
Investors Group April 2014 - Present
Investors Group January 2013 - Present
Investors Group Financial Services Inc. August 2011 - April 2014
Investors Group Financial Services Inc. November 2010 - September 2011
Investors Group September 2007 - August 2011
Investors Group September 2006 - November 2010
Ipsos April 2006 - September 2006
Skills
Software Project..., Financial Reporting, Metrics Analysis, Process Improvement, Change Management, Business Analysis, Project Management, Project Planning, Risk Management, Requirements Analysis, Resource Management, MS Project, SDLC, Business Process..., Program Management, Business Process, PMO, Requirements Gathering, Project Portfolio..., Team Leadership, Financial Analysis, Portfolio Assessment, Project Coordination, Team Building, Project Delivery, Systems Analysis, Business Requirements, Business Process Design, Governance, Management, Training, Budgets, Software Documentation, Business Intelligence, Visio, PMP, Analysis
Education
Red River College 2002 — 2006
Computer Analyst/Programmer, Informations Services, Project Management
Investors Group April 2014 - Present
Investors Group January 2013 - Present
Investors Group Financial Services Inc. August 2011 - April 2014
Investors Group Financial Services Inc. November 2010 - September 2011
Investors Group September 2007 - August 2011
Investors Group September 2006 - November 2010
Ipsos April 2006 - September 2006
Skills
Software Project..., Financial Reporting, Metrics Analysis, Process Improvement, Change Management, Business Analysis, Project Management, Project Planning, Risk Management, Requirements Analysis, Resource Management, MS Project, SDLC, Business Process..., Program Management, Business Process, PMO, Requirements Gathering, Project Portfolio..., Team Leadership, Financial Analysis, Portfolio Assessment, Project Coordination, Team Building, Project Delivery, Systems Analysis, Business Requirements, Business Process Design, Governance, Management, Training, Budgets, Software Documentation, Business Intelligence, Visio, PMP, Analysis
Education
Red River College 2002 — 2006
Computer Analyst/Programmer, Informations Services, Project Management
Kurtis Podwysocki Kurtis Podwysocki's Investors Group Experience November 2009 - July 2010
Job Property Management
Industry Real Estate
Experience
Colliers-International December 2013 - Present
Pavilion Advisory Group March 2012 - December 2013
Freedom 55 Financial February 2011 - March 2012
Investors Group November 2009 - July 2010
Skills
Strategic Financial..., Mutual Funds, Investments, Wealth Management, Retirement Planning, Disability Insurance, Retirement, Critical Illness, Financial Planners, Wealth, Marketing Strategy, Marketing Communications, Asset Allocation
Education
Red River College 2007 — 2009
Business Administration, Marketing Specialization
Vincent Massey
Colliers-International December 2013 - Present
Pavilion Advisory Group March 2012 - December 2013
Freedom 55 Financial February 2011 - March 2012
Investors Group November 2009 - July 2010
Skills
Strategic Financial..., Mutual Funds, Investments, Wealth Management, Retirement Planning, Disability Insurance, Retirement, Critical Illness, Financial Planners, Wealth, Marketing Strategy, Marketing Communications, Asset Allocation
Education
Red River College 2007 — 2009
Business Administration, Marketing Specialization
Vincent Massey
Gerard Dolan Gerard Dolan's Investors Group Experience September 2015 - Present
Job Director of User Experience & Design at Investors Group
Industry Marketing and Advertising
Experience
Investors Group September 2015 - Present
UX Discovery Session August 2013 - Present
MacLaren McCann December 2014 - September 2015
MacLaren McCann September 2013 - December 2014
MacLaren McCann May 2013 - September 2013
MacLaren McCann May 2012 - May 2013
Critical Mass January 2010 - May 2012
Registered Graphic Designers of Ontario September 2007 - April 2011
Twist Image June 2009 - October 2009
Sapien Information Services (formerly dthree inc.) June 2008 - June 2009
Skills
Information Architecture, User Experience, Heuristic Evaluation, Persona Creation, Paper Prototyping, Wire Framing, OmniGraffle, Axure, Experience Design, Site Maps, Graphic Design, Interaction Design, Persona, Usability Testing, Content Strategy, User Experience Design, Digital Strategy, User Interface Design, Wireframes, Mobile Devices, User Interface, Mobile Applications, Information Design, Web Design, Creative Direction, User-centered Design, Card Sorting, Web Project Management, Usability, Brand Development, Usability Engineering, Contextual Inquiry, User Scenarios, Mobile Design, Heuristic Analysis, User Research, Accessibility, User Journeys, Interactive Marketing, Interactive Advertising, Advertising, Human Computer..., Web Analytics, Web Strategy, Design Strategy, Interactive Media
Education
Ontario College of Art and Design 1987 — 1991
AOCA
C.W. Jefferys Collegiate Institute 1984 — 1987
Chaminade College School 1982 — 1984
Investors Group September 2015 - Present
UX Discovery Session August 2013 - Present
MacLaren McCann December 2014 - September 2015
MacLaren McCann September 2013 - December 2014
MacLaren McCann May 2013 - September 2013
MacLaren McCann May 2012 - May 2013
Critical Mass January 2010 - May 2012
Registered Graphic Designers of Ontario September 2007 - April 2011
Twist Image June 2009 - October 2009
Sapien Information Services (formerly dthree inc.) June 2008 - June 2009
Skills
Information Architecture, User Experience, Heuristic Evaluation, Persona Creation, Paper Prototyping, Wire Framing, OmniGraffle, Axure, Experience Design, Site Maps, Graphic Design, Interaction Design, Persona, Usability Testing, Content Strategy, User Experience Design, Digital Strategy, User Interface Design, Wireframes, Mobile Devices, User Interface, Mobile Applications, Information Design, Web Design, Creative Direction, User-centered Design, Card Sorting, Web Project Management, Usability, Brand Development, Usability Engineering, Contextual Inquiry, User Scenarios, Mobile Design, Heuristic Analysis, User Research, Accessibility, User Journeys, Interactive Marketing, Interactive Advertising, Advertising, Human Computer..., Web Analytics, Web Strategy, Design Strategy, Interactive Media
Education
Ontario College of Art and Design 1987 — 1991
AOCA
C.W. Jefferys Collegiate Institute 1984 — 1987
Chaminade College School 1982 — 1984
Peter Bognar, BA,ED, CET Peter Bognar, BA,ED, CET's Investors Group Experience April 2014 - October 2014
Job Representative at Primerica Financial Services
Industry Financial Services
Experience
Primerica Financial Services November 2014 - Present
Investors Group April 2014 - October 2014
Altexon January 1999 - October 2004
Skills
Management, Financial Services, Retirement, Mutual Funds, Securities, Investments, Retirement Planning, Wealth Management, Equities, Series 7, Investment Advisory, Strategic Financial..., Financial Planners, Financial Advisory, Financial Planning
Education
McMaster University
ED Metallurgy, Metallurgical Engineering
York University
Bachelor of Business Administration (B.B.A.)
Primerica Financial Services November 2014 - Present
Investors Group April 2014 - October 2014
Altexon January 1999 - October 2004
Skills
Management, Financial Services, Retirement, Mutual Funds, Securities, Investments, Retirement Planning, Wealth Management, Equities, Series 7, Investment Advisory, Strategic Financial..., Financial Planners, Financial Advisory, Financial Planning
Education
McMaster University
ED Metallurgy, Metallurgical Engineering
York University
Bachelor of Business Administration (B.B.A.)
Jay Vyas Jay Vyas's Investors Group Experience April 2013 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group April 2013 - Present
Hesperian Capital Management Ltd. & Norrep Funds May 2012 - April 2013
Butterfield Fulcrum March 2011 - April 2012
Citco Fund Services October 2009 - March 2011
GenieKnows.com May 2009 - September 2009
Sobeys May 2008 - January 2009
Nova Scotia Department of Health September 2007 - December 2007
Nova Scotia Department of Health January 2007 - May 2007
Skills
Accounting, Cash, Investments, Financial Reporting, Financial Analysis, Problem Solving, Risk Management, Customer Relations, Analysis, Excel, Budgeting, Compliance, Teamwork, Access, PowerPoint, Word, Microsoft Office, Bloomberg, Financial Accounting, Valuation, Account Management, New Business Development, Hedge Funds, HTML, Databases, SAP, Statistics, Windows, Financial Planning, Reconciliation, Pricing, General Ledger, Cost Analysis, Financial Modeling, Forecasting, Reconciliations, Auditing, Financial Management, Portfolio Management, Process Improvement, Research, Equities, Derivatives, Securities, Fund Administration, Risk, Balance, Corporate Actions, Internal Audit, P&L
Education
Mount Saint Vincent University 2004 — 2008
Bachelor's, Distinction, Honours
Bombay Cambridge
High School
Investors Group April 2013 - Present
Hesperian Capital Management Ltd. & Norrep Funds May 2012 - April 2013
Butterfield Fulcrum March 2011 - April 2012
Citco Fund Services October 2009 - March 2011
GenieKnows.com May 2009 - September 2009
Sobeys May 2008 - January 2009
Nova Scotia Department of Health September 2007 - December 2007
Nova Scotia Department of Health January 2007 - May 2007
Skills
Accounting, Cash, Investments, Financial Reporting, Financial Analysis, Problem Solving, Risk Management, Customer Relations, Analysis, Excel, Budgeting, Compliance, Teamwork, Access, PowerPoint, Word, Microsoft Office, Bloomberg, Financial Accounting, Valuation, Account Management, New Business Development, Hedge Funds, HTML, Databases, SAP, Statistics, Windows, Financial Planning, Reconciliation, Pricing, General Ledger, Cost Analysis, Financial Modeling, Forecasting, Reconciliations, Auditing, Financial Management, Portfolio Management, Process Improvement, Research, Equities, Derivatives, Securities, Fund Administration, Risk, Balance, Corporate Actions, Internal Audit, P&L
Education
Mount Saint Vincent University 2004 — 2008
Bachelor's, Distinction, Honours
Bombay Cambridge
High School
Jacky Cheng Jacky Cheng's Investors Group Experience October 2005 - July 2006
Job Sales Manager at Crius Financial Corporation
Industry Financial Services
Experience
Heritage Education Funds Inc. September 2015 - Present
Crius Financial Corporation June 2014 - Present
Crius Financial Service Corporation February 2009 - Present
Heritage Education Funds Inc. February 2009 - Present
Portfolio Strategies September 2006 - February 2009
Investors Group October 2005 - July 2006
Skills
Retirement Planning, Fixed Annuities, Estate Planning, Long-term Care, Critical Illness, Asset Management
Education
New York Institute of Technology-Old Westbury 2002 — 2004
Master of Business Administration (MBA), Finance, General
Southeast University 1993 — 1997
Bachelor of Science (BS), Mechanical Engineering
Heritage Education Funds Inc. September 2015 - Present
Crius Financial Corporation June 2014 - Present
Crius Financial Service Corporation February 2009 - Present
Heritage Education Funds Inc. February 2009 - Present
Portfolio Strategies September 2006 - February 2009
Investors Group October 2005 - July 2006
Skills
Retirement Planning, Fixed Annuities, Estate Planning, Long-term Care, Critical Illness, Asset Management
Education
New York Institute of Technology-Old Westbury 2002 — 2004
Master of Business Administration (MBA), Finance, General
Southeast University 1993 — 1997
Bachelor of Science (BS), Mechanical Engineering
Julie Bautista Julie Bautista's Investors Group Experience May 2006 - November 2012
Job Accountant at West Canadian Digital Imaging
Industry Printing
Experience
West Canadian Digital Imaging February 2013 - Present
Investors Group May 2006 - November 2012
Skills
Accounting, Microsoft Excel, Microsoft Office, Great Plains Software, Crystal Reports, MPower, Data Analysis, Time Management, Financial Accounting, Finance, Financial Statements, Account Reconciliation, Accounts Payable, Accounts Receivable, Analysis, Invoicing, Investments, Fund Accounting, Mutual Funds, Financial Reporting, Cash Flow, Financial Analysis, Bank Reconciliation, Financial Services, General Ledger, Year-end Close, Journal Entries, Cash Flow Forecasting
Education
CGA Alberta
CGA Manitoba 2012 — 2013
Red River College 2004 — 2006
Business Administration Diploma, Business and Administration and Accounting
West Canadian Digital Imaging February 2013 - Present
Investors Group May 2006 - November 2012
Skills
Accounting, Microsoft Excel, Microsoft Office, Great Plains Software, Crystal Reports, MPower, Data Analysis, Time Management, Financial Accounting, Finance, Financial Statements, Account Reconciliation, Accounts Payable, Accounts Receivable, Analysis, Invoicing, Investments, Fund Accounting, Mutual Funds, Financial Reporting, Cash Flow, Financial Analysis, Bank Reconciliation, Financial Services, General Ledger, Year-end Close, Journal Entries, Cash Flow Forecasting
Education
CGA Alberta
CGA Manitoba 2012 — 2013
Red River College 2004 — 2006
Business Administration Diploma, Business and Administration and Accounting
Hanbo Wang's Investors Group Experience October 2013 - December 2013
Job Investment Representative at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management January 2015 - Present
TD January 2014 - January 2015
Investors Group October 2013 - December 2013
Bombardier Aerospace January 2013 - July 2013
Kingtec Group June 2011 - May 2012
Guo Sheng Securities Co. Ltd July 2010 - September 2010
Skills
Financial Analysis, Investments, Banking, Corporate Finance, Valuation, Fixed Income, Financial Services
Education
Queen's University 2012 — 2013
Master's degree, International Business
Shanghai University of International Business and Economics 2007 — 2011
Bachelor of Commerce (B.Com.), Finance, General
TD Wealth Management January 2015 - Present
TD January 2014 - January 2015
Investors Group October 2013 - December 2013
Bombardier Aerospace January 2013 - July 2013
Kingtec Group June 2011 - May 2012
Guo Sheng Securities Co. Ltd July 2010 - September 2010
Skills
Financial Analysis, Investments, Banking, Corporate Finance, Valuation, Fixed Income, Financial Services
Education
Queen's University 2012 — 2013
Master's degree, International Business
Shanghai University of International Business and Economics 2007 — 2011
Bachelor of Commerce (B.Com.), Finance, General
Brigitte Bass Brigitte Bass's Investors Group Experience October 2009 - Present
Job Administrative Assistant at Investors Group
Industry Financial Services
Experience
Investors Group October 2009 - Present
Marketin/Printing Company November 2004 - June 2009
DPS Marketing November 2004 - June 2009
Skills
Advertising, Accounting, Product Management, Marketing, CRM, Training, Selling, Customer Service, Team Building, Management, Strategic Planning, Account Management, Negotiation, Business Strategy, Business Development, Contract Negotiation, Social Media Marketing, Marketing Communications, Marketing Strategy, Sales, Leadership, Insurance
Education
Red River College
Business Administration, Accounting * Finance
University of Manitoba
B.A., English
Investors Group October 2009 - Present
Marketin/Printing Company November 2004 - June 2009
DPS Marketing November 2004 - June 2009
Skills
Advertising, Accounting, Product Management, Marketing, CRM, Training, Selling, Customer Service, Team Building, Management, Strategic Planning, Account Management, Negotiation, Business Strategy, Business Development, Contract Negotiation, Social Media Marketing, Marketing Communications, Marketing Strategy, Sales, Leadership, Insurance
Education
Red River College
Business Administration, Accounting * Finance
University of Manitoba
B.A., English
Louise Koch-Schulte Louise Koch-Schulte's Investors Group Experience December 2014 - Present
Job Senior System Analyst at Investors Group
Industry Information Technology and Services
Experience
Investors Group December 2014 - Present
Celero Solutions January 2007 - November 2014
Great West Life July 2001 - December 2006
Skills
Requirements Gathering, Business Requirements, Requirements Analysis, Systems Analysis, Business Analysis, Software Documentation, SharePoint, Business Process, Visio, Test Planning, SDLC
Education
Red River College 2001 — 2003
Business Analyst Certificate
Investors Group December 2014 - Present
Celero Solutions January 2007 - November 2014
Great West Life July 2001 - December 2006
Skills
Requirements Gathering, Business Requirements, Requirements Analysis, Systems Analysis, Business Analysis, Software Documentation, SharePoint, Business Process, Visio, Test Planning, SDLC
Education
Red River College 2001 — 2003
Business Analyst Certificate
Lindsay Tanner Lindsay Tanner's Investors Group Experience December 2012 - January 2015
Job Public Outreach
Industry Fund-Raising
Experience
Investors Group December 2012 - January 2015
RBC November 2011 - November 2012
RBC October 2010 - September 2011
AS&R June 2010 - October 2010
Dartmouth Plumbers & Divine Lighting June 2010 - October 2010
Jacob September 2004 - May 2010
Royal Host Inc. 2010 - 2010
Mount Allison University April 2008 - February 2009
Cambridge Suites Hotel Halifax May 2006 - August 2007
Skills
Investments, Mutual Funds, Recruiting, Training, Marketing, Human Resources, Strategic Financial..., Customer Service, Relationship Marketing, Building Relationships, Retail Banking, Sales, Account Management, Project Management, Market Research, Event Planning, Social Networking, Social Media Marketing, Time Management, Leadership, Social Media, Team Leadership, Marketing Strategy, Microsoft Excel, Microsoft Office, Teamwork, Website Development, Public Speaking, Coaching, Customer Satisfaction
Education
Mount Allison University 2005 — 2010
BComm, Marketing/Marketing Management, General
Sacred Heart
Investors Group December 2012 - January 2015
RBC November 2011 - November 2012
RBC October 2010 - September 2011
AS&R June 2010 - October 2010
Dartmouth Plumbers & Divine Lighting June 2010 - October 2010
Jacob September 2004 - May 2010
Royal Host Inc. 2010 - 2010
Mount Allison University April 2008 - February 2009
Cambridge Suites Hotel Halifax May 2006 - August 2007
Skills
Investments, Mutual Funds, Recruiting, Training, Marketing, Human Resources, Strategic Financial..., Customer Service, Relationship Marketing, Building Relationships, Retail Banking, Sales, Account Management, Project Management, Market Research, Event Planning, Social Networking, Social Media Marketing, Time Management, Leadership, Social Media, Team Leadership, Marketing Strategy, Microsoft Excel, Microsoft Office, Teamwork, Website Development, Public Speaking, Coaching, Customer Satisfaction
Education
Mount Allison University 2005 — 2010
BComm, Marketing/Marketing Management, General
Sacred Heart
Chris Koltek Chris Koltek's Investors Group Experience 1999 - 2005
Job Private Wealth Counsellor at GreatWest Life
Industry Financial Services
Experience
Great-West Life and Annuity Insurance Company April 2010 - Present
Richardson Partners Financial June 2005 - March 2010
Investors Group 1999 - 2005
Skills
Wealth Management, Investments, Retirement Planning, Mutual Funds, Financial Analysis, Strategic Financial..., Estate Planning, Investment Strategies, Asset Managment, Financial Services, Equities, Risk Management, Insurance, Portfolio Management, Investment Advisory, Financial Advisory, Asset Allocation, Business Analysis, Financial Modeling, Strategic Planning, Alternative Investments, Asset Management, Disability Insurance, Financial Planning, Options
Education
Queen's University 2003 — 2005
MBA
University of Manitoba 1992 — 1995
BA, Psychology, English
Great-West Life and Annuity Insurance Company April 2010 - Present
Richardson Partners Financial June 2005 - March 2010
Investors Group 1999 - 2005
Skills
Wealth Management, Investments, Retirement Planning, Mutual Funds, Financial Analysis, Strategic Financial..., Estate Planning, Investment Strategies, Asset Managment, Financial Services, Equities, Risk Management, Insurance, Portfolio Management, Investment Advisory, Financial Advisory, Asset Allocation, Business Analysis, Financial Modeling, Strategic Planning, Alternative Investments, Asset Management, Disability Insurance, Financial Planning, Options
Education
Queen's University 2003 — 2005
MBA
University of Manitoba 1992 — 1995
BA, Psychology, English
Karla LaKing-Kowalski Karla LaKing-Kowalski's Investors Group Experience September 1999 - February 2004
Job Distribution Analyst
Industry Oil & Energy
Experience
Husky Energy March 2013 - Present
Urban Mortgage January 2011 - December 2012
Kranq Courier September 2006 - January 2011
INTRIA Items Inc. April 2005 - March 2006
Investors Group September 1999 - February 2004
Carl's Carpet Care January 1998 - January 1999
Skills
Customer Service, Human Resources, Payroll, Recruiting, Office Management, Office Administration, Executive..., Outlook, Accounts Receivable, Spreadsheets, Invoicing, Data Entry, System Administration, Residential &..., Microsoft Office, Accounting, Confidentiality, Calendaring, Bookkeeping, Travel Arrangements, Calendars, Fax, Onboarding, Hiring, Expenses, Accounts Payable, Office Equipment, QuickBooks, Executive Support, Executive Level..., Team Building, Meeting Scheduling, Benefits Administration, Training, Sales, Management, Invoice Processing, Petty Cash, Receptionist Duties, Internet Explorer, Expense Reports, Telephone Skills, Appointment Scheduling, Administration, Marketing, Database Administration
Education
Mount Royal University
Business Administration, IFIC, Accounting Courses
Southern Alberta Institute of Technology / SAIT
Applied Managment, Computer courses
Husky Energy March 2013 - Present
Urban Mortgage January 2011 - December 2012
Kranq Courier September 2006 - January 2011
INTRIA Items Inc. April 2005 - March 2006
Investors Group September 1999 - February 2004
Carl's Carpet Care January 1998 - January 1999
Skills
Customer Service, Human Resources, Payroll, Recruiting, Office Management, Office Administration, Executive..., Outlook, Accounts Receivable, Spreadsheets, Invoicing, Data Entry, System Administration, Residential &..., Microsoft Office, Accounting, Confidentiality, Calendaring, Bookkeeping, Travel Arrangements, Calendars, Fax, Onboarding, Hiring, Expenses, Accounts Payable, Office Equipment, QuickBooks, Executive Support, Executive Level..., Team Building, Meeting Scheduling, Benefits Administration, Training, Sales, Management, Invoice Processing, Petty Cash, Receptionist Duties, Internet Explorer, Expense Reports, Telephone Skills, Appointment Scheduling, Administration, Marketing, Database Administration
Education
Mount Royal University
Business Administration, IFIC, Accounting Courses
Southern Alberta Institute of Technology / SAIT
Applied Managment, Computer courses
Erzhena Sharkhanova Erzhena Sharkhanova's Investors Group Experience April 2014 - July 2014
Job Reporting Analyst at Brookfield Global Integrated Solutions
Industry Real Estate
Experience
Brookfield Global Integrated Solutions August 2014 - Present
Investors Group April 2014 - July 2014
Home Credit and Finance Bank March 2011 - May 2011
VTB24 June 2007 - August 2007
Skills
Management Accounting, Financial Analysis, Microsoft Excel, Corporate Finance, Business Valuation, Portfolio Management, Microsoft Office, Microsoft Word, Property Management, SharePoint
Education
Thompson Rivers University 2012 — 2013
post- bachelor, Finance and Financial Management Services
Russian University of Economics named after G.V.Plekhanov 2006 — 2011
Bachelor's degree, Finance, General
Brookfield Global Integrated Solutions August 2014 - Present
Investors Group April 2014 - July 2014
Home Credit and Finance Bank March 2011 - May 2011
VTB24 June 2007 - August 2007
Skills
Management Accounting, Financial Analysis, Microsoft Excel, Corporate Finance, Business Valuation, Portfolio Management, Microsoft Office, Microsoft Word, Property Management, SharePoint
Education
Thompson Rivers University 2012 — 2013
post- bachelor, Finance and Financial Management Services
Russian University of Economics named after G.V.Plekhanov 2006 — 2011
Bachelor's degree, Finance, General
Denise Pelzmann Denise Pelzmann's Investors Group Experience January 2011 - June 2011
Job Compliance Administrator at Walton Capital Management Inc.
Industry Financial Services
Experience
Walton Capital Management Inc. April 2015 - Present
SNC-Lavalin June 2013 - July 2014
RBC Capital Markets September 2012 - December 2013
AltaLink August 2011 - November 2012
Investors Group January 2011 - June 2011
ADP January 2010 - December 2010
Fujitsu November 2007 - December 2009
ARAMARK September 2006 - August 2007
St. Joseph's College of Early Childhood Education January 2006 - September 2006
ARAMARK January 2001 - January 2006
Skills
Microsoft Excel, Microsoft Office 2007, Outlook Express, Microsoft Word, PowerPoint, Microsoft Publisher, Simply Accounting, Problem Solving, Interpersonal..., Customer Service, Accounts Payable, Expense Reports, Executive Calendar..., Administrative..., Microsoft Office, SharePoint, Business Process
Education
IFSE Institute 2011 — 2011
Canadian Investment Funds Certificate, Canadian Investment Funds Course
Mount Saint Vincent University 2001 — 2006
Bachelor of Business Administration (BBA), Concentration in Management
Walton Capital Management Inc. April 2015 - Present
SNC-Lavalin June 2013 - July 2014
RBC Capital Markets September 2012 - December 2013
AltaLink August 2011 - November 2012
Investors Group January 2011 - June 2011
ADP January 2010 - December 2010
Fujitsu November 2007 - December 2009
ARAMARK September 2006 - August 2007
St. Joseph's College of Early Childhood Education January 2006 - September 2006
ARAMARK January 2001 - January 2006
Skills
Microsoft Excel, Microsoft Office 2007, Outlook Express, Microsoft Word, PowerPoint, Microsoft Publisher, Simply Accounting, Problem Solving, Interpersonal..., Customer Service, Accounts Payable, Expense Reports, Executive Calendar..., Administrative..., Microsoft Office, SharePoint, Business Process
Education
IFSE Institute 2011 — 2011
Canadian Investment Funds Certificate, Canadian Investment Funds Course
Mount Saint Vincent University 2001 — 2006
Bachelor of Business Administration (BBA), Concentration in Management
Jim Jensen (JimJ@TES.net)'s Investors Group Experience June 2006 - November 2008
Job Sr Consultant at TES The Employment Solution
Industry Staffing and Recruiting
Experience
TES - The Employment Solution April 2011 - Present
RMB Recreatif November 2008 - March 2011
Investors Group June 2006 - November 2008
Powersports & RV Canada November 2003 - November 2005
JJensen Lawn Maintenance 1997 - 2003
Skills
Recruiting, Interviews, Management, Business Development, Talent Acquisition, Leadership, Account Management, Technical Recruiting, Networking, Contract Recruitment, Negotiation, SAP, Sourcing, IT Recruitment, Headhunt, Human Resources, Executive Search, Client Relations Skills, Sales, Team Leadership, Sales Management, Business Strategy, Interviewing Skills, Time Management, Process Improvement, Government Procurement, Professional Services, Internet Recruiting, PeopleSoft, Talent Management, Strategic Planning, Consulting, Applicant Tracking..., Social Recruiting
Education
Mount Allison University 1999 — 2003
B.Comm, Management
moncton high school
TES - The Employment Solution April 2011 - Present
RMB Recreatif November 2008 - March 2011
Investors Group June 2006 - November 2008
Powersports & RV Canada November 2003 - November 2005
JJensen Lawn Maintenance 1997 - 2003
Skills
Recruiting, Interviews, Management, Business Development, Talent Acquisition, Leadership, Account Management, Technical Recruiting, Networking, Contract Recruitment, Negotiation, SAP, Sourcing, IT Recruitment, Headhunt, Human Resources, Executive Search, Client Relations Skills, Sales, Team Leadership, Sales Management, Business Strategy, Interviewing Skills, Time Management, Process Improvement, Government Procurement, Professional Services, Internet Recruiting, PeopleSoft, Talent Management, Strategic Planning, Consulting, Applicant Tracking..., Social Recruiting
Education
Mount Allison University 1999 — 2003
B.Comm, Management
moncton high school
Andrew Gammon Andrew Gammon's Investors Group Experience October 2012 - Present
Job Financial Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group October 2012 - Present
AWG ACCOUNTING SERVICES INC. October 2007 - September 2012
Skills
Financial Planners, Retirement Planning, Finance, Retirement, Tax, Wealth, Small Business, Investment Strategies, Financial Advisory, Financial Reporting, Critical Illness, Wealth Accumulation, Tax Preparation, Accounting, Disability Insurance, Tax Returns, Income Tax, Sales Tax, Payroll Taxes, Estate Planning
Education
Nova Scotia Community College 2005 — 2007
Business, Accounting
Investors Group October 2012 - Present
AWG ACCOUNTING SERVICES INC. October 2007 - September 2012
Skills
Financial Planners, Retirement Planning, Finance, Retirement, Tax, Wealth, Small Business, Investment Strategies, Financial Advisory, Financial Reporting, Critical Illness, Wealth Accumulation, Tax Preparation, Accounting, Disability Insurance, Tax Returns, Income Tax, Sales Tax, Payroll Taxes, Estate Planning
Education
Nova Scotia Community College 2005 — 2007
Business, Accounting
Robert Boss M.B.A. Robert Boss M.B.A.'s Investors Group Experience 2000 - 2003
Job Licenced Insurance Advisor at RBC Insurance
Industry Insurance
Experience
RBC Insurance February 2014 - Present
The Shepherd Group October 2012 - November 2013
Embanet Compass Knowledge Group January 2005 - October 2012
Cahara Corporation September 2003 - December 2004
Investors Group Financial Services March 2001 - May 2003
Investors Group 2000 - 2003
J.M. Charter and Associates September 1997 - October 2000
A.C. Macpherson and Co. January 1995 - August 1997
Skills
Investment Advisory, Strategic Planning, Customer Relations, Mentoring, Market Research, Financial Reporting, Team Leadership, Customer Service, Planning, Budgeting, Problem Solving, Research, Sales Management, Business Strategy, Negotiation, Process Improvement, Coaching, Team Building, Change Management, Excel, Business Planning, Word, Analysis, Fundraising, PowerPoint, Marketing Strategy, Microsoft Office, Account Management, Competitive Analysis, New Business Development, Business Analysis, Banking, Public Speaking, Outlook, Financial Analysis, Accounting, Program Management, Operations Management, Forecasting, Business Management, Public Relations, Budgets, Management, Marketing, Business Development, Recruiting, Sales, CRM, Project Management, Team Management
Education
Norwich University 2006 — 2008
MBA, Project Management
York University 1989 — 1994
Honour's Bachelor's of Arts Degree, Economics
Thornhill Secondary 1984 — 1989
O.A.C
RBC Insurance February 2014 - Present
The Shepherd Group October 2012 - November 2013
Embanet Compass Knowledge Group January 2005 - October 2012
Cahara Corporation September 2003 - December 2004
Investors Group Financial Services March 2001 - May 2003
Investors Group 2000 - 2003
J.M. Charter and Associates September 1997 - October 2000
A.C. Macpherson and Co. January 1995 - August 1997
Skills
Investment Advisory, Strategic Planning, Customer Relations, Mentoring, Market Research, Financial Reporting, Team Leadership, Customer Service, Planning, Budgeting, Problem Solving, Research, Sales Management, Business Strategy, Negotiation, Process Improvement, Coaching, Team Building, Change Management, Excel, Business Planning, Word, Analysis, Fundraising, PowerPoint, Marketing Strategy, Microsoft Office, Account Management, Competitive Analysis, New Business Development, Business Analysis, Banking, Public Speaking, Outlook, Financial Analysis, Accounting, Program Management, Operations Management, Forecasting, Business Management, Public Relations, Budgets, Management, Marketing, Business Development, Recruiting, Sales, CRM, Project Management, Team Management
Education
Norwich University 2006 — 2008
MBA, Project Management
York University 1989 — 1994
Honour's Bachelor's of Arts Degree, Economics
Thornhill Secondary 1984 — 1989
O.A.C
Justin Minnes Justin Minnes's Investors Group Experience May 2012 - Present
Job Consultant at Investors Group
Industry Financial Services
Experience
Investors Group May 2012 - Present
Cyclelogik - PBC October 2007 - May 2012
Cyclelogik September 2002 - September 2007
Sportable March 1995 - August 2002
Skills
Mutual Funds, Investments, Retirement Planning, Strategic Planning, Wealth Management, Estate Planning, Critical Illness, Risk Management, Analysis, Leadership, Project Planning, Customer Service, Sales, Business Planning, Strategy, Banking, Wealth, Asset Management, Non-profit Volunteering, Youth Leadership..., Social Media Marketing
Education
Queen's University 1998 — 2002
BAH, English Lit.
Lisgar Collegiate Institute 1993 — 1998
Investors Group May 2012 - Present
Cyclelogik - PBC October 2007 - May 2012
Cyclelogik September 2002 - September 2007
Sportable March 1995 - August 2002
Skills
Mutual Funds, Investments, Retirement Planning, Strategic Planning, Wealth Management, Estate Planning, Critical Illness, Risk Management, Analysis, Leadership, Project Planning, Customer Service, Sales, Business Planning, Strategy, Banking, Wealth, Asset Management, Non-profit Volunteering, Youth Leadership..., Social Media Marketing
Education
Queen's University 1998 — 2002
BAH, English Lit.
Lisgar Collegiate Institute 1993 — 1998
Faraz Tayyab's Investors Group Experience May 2010 - September 2010
Job Schulich School of Business, B.B.A.
Industry Telecommunications
Experience
Bell May 2013 - Present
AudioVillage January 2010 - January 2013
Labatt Breweries of Canada/AB InBev May 2012 - September 2012
York Finance Club January 2011 - May 2012
Ontario Ministry of Education June 2011 - September 2011
City of Toronto May 2011 - September 2011
York University September 2010 - January 2011
Investors Group May 2010 - September 2010
Skills
Microsoft Excel, VBA, Business Development, Research, Bloomberg, Financial Analysis, Corporate Finance, Team Leadership, Financial Modeling, Teamwork, Investments, PowerPoint, Time Management, Finance, Microsoft Office, Economics, Leadership, Project Management, Strategic Planning, Business Strategy, Business Planning, Microsoft Word, Travel Management, Singapore Math, Social Media, Facebook, Swimming, Technical Translation, International Relations, Philanthropy, HTML, Great Plains Software, Excel, Stata, Word, Outlook, Thomson One, Microsoft Dynamics, Quantitative Analytics, Lean Six Sigma, Operations Management
Education
Nanyang Technological University 2013 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
York University - Schulich School of Business 2009 — 2013
BBA, Specializing in Finance and Economics
Bell May 2013 - Present
AudioVillage January 2010 - January 2013
Labatt Breweries of Canada/AB InBev May 2012 - September 2012
York Finance Club January 2011 - May 2012
Ontario Ministry of Education June 2011 - September 2011
City of Toronto May 2011 - September 2011
York University September 2010 - January 2011
Investors Group May 2010 - September 2010
Skills
Microsoft Excel, VBA, Business Development, Research, Bloomberg, Financial Analysis, Corporate Finance, Team Leadership, Financial Modeling, Teamwork, Investments, PowerPoint, Time Management, Finance, Microsoft Office, Economics, Leadership, Project Management, Strategic Planning, Business Strategy, Business Planning, Microsoft Word, Travel Management, Singapore Math, Social Media, Facebook, Swimming, Technical Translation, International Relations, Philanthropy, HTML, Great Plains Software, Excel, Stata, Word, Outlook, Thomson One, Microsoft Dynamics, Quantitative Analytics, Lean Six Sigma, Operations Management
Education
Nanyang Technological University 2013 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
York University - Schulich School of Business 2009 — 2013
BBA, Specializing in Finance and Economics
Elaine Senecal Elaine Senecal's Investors Group Experience November 2013 - Present
Job Senior Systems Analyst
Industry Information Technology and Services
Experience
Investors Group November 2013 - Present
Canadian Wheat Board July 1981 - June 2013
Skills
Systems Analysis, Requirements Gathering, Client Communication, Oracle E-Business Suite, Oracle, ETL, Data Warehousing, Data Modeling, Requirements Analysis, Software Design, Application Design, Teamwork, Testing, Troubleshooting, Data Integration, oracle sql, Oracle Discoverer, Sybase, PowerBuilder, Informatica
Education
Red River College 1979 — 1981
Diploma, Computer/Analyst Programmer
Investors Group November 2013 - Present
Canadian Wheat Board July 1981 - June 2013
Skills
Systems Analysis, Requirements Gathering, Client Communication, Oracle E-Business Suite, Oracle, ETL, Data Warehousing, Data Modeling, Requirements Analysis, Software Design, Application Design, Teamwork, Testing, Troubleshooting, Data Integration, oracle sql, Oracle Discoverer, Sybase, PowerBuilder, Informatica
Education
Red River College 1979 — 1981
Diploma, Computer/Analyst Programmer
Colin Butler's Investors Group Experience December 2010 - May 2012
Job Business Development Manager at Ultraspan Technologies
Industry Industrial Automation
Experience
Ultraspan Technologies March 2014 - Present
Amada Canada June 2012 - March 2014
Investors Group December 2010 - May 2012
Pollock's Hardware Co-op April 2008 - December 2010
Skills
Machinery, Sales, Business Planning, Business Development, Insurance, Business Strategy, Customer Service, Business Analysis, Financial Modeling, Customer Relations, Industrial Organization, Sheet Metal, Sales Presentations, Prestressed Concrete, Process Improvement
Education
Red River College 2007 — 2009
Business Administration, Business Administration and Management, General
Ultraspan Technologies March 2014 - Present
Amada Canada June 2012 - March 2014
Investors Group December 2010 - May 2012
Pollock's Hardware Co-op April 2008 - December 2010
Skills
Machinery, Sales, Business Planning, Business Development, Insurance, Business Strategy, Customer Service, Business Analysis, Financial Modeling, Customer Relations, Industrial Organization, Sheet Metal, Sales Presentations, Prestressed Concrete, Process Improvement
Education
Red River College 2007 — 2009
Business Administration, Business Administration and Management, General
Aaron Neely, B.B.A, C.I.M Aaron Neely, B.B.A, C.I.M's Investors Group Experience September 2000 - October 2001
Job Senior Manager, IT Portfolio Management at Deloitte Canada
Industry Insurance
Experience
Deloitte Canada December 2014 - Present
First Canadian Title June 2010 - Present
First Canadian Title July 2012 - August 2013
First Canadian Title November 2005 - June 2010
First Canadian Title November 2004 - November 2005
Unisen May 2003 - November 2004
Unisen May 2002 - May 2003
Unisen November 2001 - May 2002
Investors Group September 2000 - October 2001
Skills
Requirements Gathering, Business Analysis, Requirements Analysis, SDLC, Visio, ITIL V3 Foundations, Envisioning, Portfolio Management, Portfolio Strategy, Customer Relations, Building Relationships, Business Relationship..., Estimating, Iterative, SLA, Business Alignment, People Management, Escalation Management, IT Management, IT Strategy, Internal Communications, ITIL, Business Process..., Risk Management, Change Management, Process Improvement, Insurance, Vendor Management, Project Portfolio..., Team Leadership, Software Project..., Customer Service, Program Management, Financial Services, Management, Analysis, Enterprise Architecture, Business Process, PMO, Governance, CRM, Leadership, Relationship Management, Sla, Business Requirements, Banking, Strategic Planning, Agile Methodologies
Education
McMaster University 2012 — 2018
Candidate - Master of Business Administration (M.B.A.), Management of Innovation and New Technology
Canadian Institute of Management 2002 — 2005
Certified in Management, Management
St. Francis Xavier University 1996 — 2000
B.B.A, Business Administration and Management, General
Deloitte Canada December 2014 - Present
First Canadian Title June 2010 - Present
First Canadian Title July 2012 - August 2013
First Canadian Title November 2005 - June 2010
First Canadian Title November 2004 - November 2005
Unisen May 2003 - November 2004
Unisen May 2002 - May 2003
Unisen November 2001 - May 2002
Investors Group September 2000 - October 2001
Skills
Requirements Gathering, Business Analysis, Requirements Analysis, SDLC, Visio, ITIL V3 Foundations, Envisioning, Portfolio Management, Portfolio Strategy, Customer Relations, Building Relationships, Business Relationship..., Estimating, Iterative, SLA, Business Alignment, People Management, Escalation Management, IT Management, IT Strategy, Internal Communications, ITIL, Business Process..., Risk Management, Change Management, Process Improvement, Insurance, Vendor Management, Project Portfolio..., Team Leadership, Software Project..., Customer Service, Program Management, Financial Services, Management, Analysis, Enterprise Architecture, Business Process, PMO, Governance, CRM, Leadership, Relationship Management, Sla, Business Requirements, Banking, Strategic Planning, Agile Methodologies
Education
McMaster University 2012 — 2018
Candidate - Master of Business Administration (M.B.A.), Management of Innovation and New Technology
Canadian Institute of Management 2002 — 2005
Certified in Management, Management
St. Francis Xavier University 1996 — 2000
B.B.A, Business Administration and Management, General
Frank Cipolla Frank Cipolla's Investors Group Experience May 2014 - Present
Job Division Director at Investors Group
Industry Financial Services
Experience
Investors Group May 2014 - Present
Skills
Investments, Insurance, Pensions, Financial Services, Retirement Planning, Mutual Funds, Portfolio Management, Asset Managment, Risk Management, Capital Markets, Business Transformation, Strategy, Wealth Management, Business Analysis, Asset Management, Investment Strategies, Retirement, Finance, Strategic Financial...
Education
York University - Schulich School of Business 2000 — 2001
MBA
Queen's University 1994 — 1999
BScH
Investors Group May 2014 - Present
Skills
Investments, Insurance, Pensions, Financial Services, Retirement Planning, Mutual Funds, Portfolio Management, Asset Managment, Risk Management, Capital Markets, Business Transformation, Strategy, Wealth Management, Business Analysis, Asset Management, Investment Strategies, Retirement, Finance, Strategic Financial...
Education
York University - Schulich School of Business 2000 — 2001
MBA
Queen's University 1994 — 1999
BScH
David Del Balso David Del Balso's Investors Group Experience May 2014 - August 2014
Job Summer Analyst at Acasta Capital
Industry Investment Management
Experience
Acasta Capital May 2015 - Present
Queen's University Investment Counsel March 2014 - Present
Queen's Technology and Media Association September 2013 - Present
Investors Group May 2014 - August 2014
Skills
Finance, Leadership, Teamwork, Financial Analysis, Microsoft Excel, Data Analysis, Economics, Entrepreneurship, Portfolio Management, Programming, Start-ups, Strategy, Financial Markets, Asset Management, Risk Assessment
Education
Queen's University 2013 — 2017
Bachelor of Commerce (BCom) & Computing, Finance
St. Michael's College School 2009 — 2013
OSSD, Magna Cum Laude (Honours)
Acasta Capital May 2015 - Present
Queen's University Investment Counsel March 2014 - Present
Queen's Technology and Media Association September 2013 - Present
Investors Group May 2014 - August 2014
Skills
Finance, Leadership, Teamwork, Financial Analysis, Microsoft Excel, Data Analysis, Economics, Entrepreneurship, Portfolio Management, Programming, Start-ups, Strategy, Financial Markets, Asset Management, Risk Assessment
Education
Queen's University 2013 — 2017
Bachelor of Commerce (BCom) & Computing, Finance
St. Michael's College School 2009 — 2013
OSSD, Magna Cum Laude (Honours)
Al Gallant Al Gallant's Investors Group Experience November 1989 - May 1998
Job Financial Advisor at Manulife Securities
Industry Financial Services
Experience
Manulife Securities May 1998 - Present
Investors Group November 1989 - May 1998
CIBC September 1979 - November 1989
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Estate Planning, Retirement Planning
Education
Memorial University of Newfoundland 1969 — 1973
bed
Fatima High
graduated
Manulife Securities May 1998 - Present
Investors Group November 1989 - May 1998
CIBC September 1979 - November 1989
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Estate Planning, Retirement Planning
Education
Memorial University of Newfoundland 1969 — 1973
bed
Fatima High
graduated
Marla Rosen Marla Rosen's Investors Group Experience June 1996 - Present
Job Financial advisor with Investors Group focusing on financial planning for Canadians
Industry Financial Services
Experience
Investors Group June 1996 - Present
Shorcan Brokers Limited September 1980 - November 1996
Chad Management Group 1994 - 1996
Skills
Estate Planning, Certified Professional..., Retirement Planning, Investments, Strategic Financial..., Wealth, Securities, Insurance, Risk Management, Personal Finance, Wealth Management, Bonds, Tax, Succession Planning, Financial Planners, Critical Illness, Financial Advisory, Investment Advisory, Retirement, Mutual Funds, Investment Strategies, Wealth Accumulation, Financial Markets, Relationship Management, Finance, Portfolio Management, Financial Services, Financial Planning
Education
Advocis 2013 — 2014
Chartered Life Underwriter CLU, Estate planning
CPCA 2007 — 2008
Certified Professional Consultant on Aging
McGill University 1974 — 1978
B of ED, Education
Investors Group June 1996 - Present
Shorcan Brokers Limited September 1980 - November 1996
Chad Management Group 1994 - 1996
Skills
Estate Planning, Certified Professional..., Retirement Planning, Investments, Strategic Financial..., Wealth, Securities, Insurance, Risk Management, Personal Finance, Wealth Management, Bonds, Tax, Succession Planning, Financial Planners, Critical Illness, Financial Advisory, Investment Advisory, Retirement, Mutual Funds, Investment Strategies, Wealth Accumulation, Financial Markets, Relationship Management, Finance, Portfolio Management, Financial Services, Financial Planning
Education
Advocis 2013 — 2014
Chartered Life Underwriter CLU, Estate planning
CPCA 2007 — 2008
Certified Professional Consultant on Aging
McGill University 1974 — 1978
B of ED, Education
Sandy Molinski Sandy Molinski's Investors Group Experience March 2013 - Present
Job Career Centre Leader, Systems Analysis at Investors Group
Industry Financial Services
Experience
Investors Group March 2013 - Present
Investors Group Financial Services Inc. June 2008 - March 2013
Investors Group Financial Services Inc. January 2001 - June 2008
The North West Company 1999 - January 2001
Skills
Team Leadership, Business Architecture, Business Process..., Needs Analysis, Use Case Analysis, Requirements Gathering, Requirements Analysis, Business Rules, System Specification, Requirements..., Project Execution, Large Group Facilitation, Project Facilitation, Business Analysis, Project Planning, Business Process, Mentoring, Project Management, SDLC, Systems Analysis, Change Management, Program Management, Integration, Project Portfolio..., Business Requirements, Business Intelligence, Visio, PMP, Data Modeling, Project Delivery, Software Project..., Agile Methodologies, Analysis, Leadership
Education
Red River College 1999 — 2001
Business Analyst Certificate
University of Manitoba 1995 — 1999
B. Comm. Hons., MIS, Marketing, Human Resources
Investors Group March 2013 - Present
Investors Group Financial Services Inc. June 2008 - March 2013
Investors Group Financial Services Inc. January 2001 - June 2008
The North West Company 1999 - January 2001
Skills
Team Leadership, Business Architecture, Business Process..., Needs Analysis, Use Case Analysis, Requirements Gathering, Requirements Analysis, Business Rules, System Specification, Requirements..., Project Execution, Large Group Facilitation, Project Facilitation, Business Analysis, Project Planning, Business Process, Mentoring, Project Management, SDLC, Systems Analysis, Change Management, Program Management, Integration, Project Portfolio..., Business Requirements, Business Intelligence, Visio, PMP, Data Modeling, Project Delivery, Software Project..., Agile Methodologies, Analysis, Leadership
Education
Red River College 1999 — 2001
Business Analyst Certificate
University of Manitoba 1995 — 1999
B. Comm. Hons., MIS, Marketing, Human Resources
Jeremy Rocca's Investors Group Experience May 2015 - Present
Job Director, Digital Acquisition Marketing at Groupe Investors
Industry Retail
Experience
Investors Group May 2015 - Present
Groupe Investors May 2015 - Present
TD March 2013 - May 2015
Kobo Inc. May 2012 - March 2013
Ally Canada (ResMor Trust) January 2011 - May 2012
Canadian Tire Financial Services May 2003 - February 2011
Elan Vitale Salon & Day Spa August 2007 - January 2011
Skills
Direct Marketing, SEM, Customer Service, Business Strategy, Online Marketing, Content Management, Marketing Strategy, Analytics, SEO, Email Marketing, Strategic Planning, Social Media Marketing, Digital Marketing, E-commerce, Web Analytics, Product Management, Budgeting, Vendor Management, Call Center, Online Advertising, Marketing, Marketing Management, Lead Generation, Management, Brand Management
Education
Canadian Marketing Association 2008 — 2010
E-Marketing, Advertising & Media, Integrated Branding
Queen's University 1998 — 2002
H. B.Comm, Marketing
Queen's University 1998 — 2002
B.A, Italian Language & Literature
Investors Group May 2015 - Present
Groupe Investors May 2015 - Present
TD March 2013 - May 2015
Kobo Inc. May 2012 - March 2013
Ally Canada (ResMor Trust) January 2011 - May 2012
Canadian Tire Financial Services May 2003 - February 2011
Elan Vitale Salon & Day Spa August 2007 - January 2011
Skills
Direct Marketing, SEM, Customer Service, Business Strategy, Online Marketing, Content Management, Marketing Strategy, Analytics, SEO, Email Marketing, Strategic Planning, Social Media Marketing, Digital Marketing, E-commerce, Web Analytics, Product Management, Budgeting, Vendor Management, Call Center, Online Advertising, Marketing, Marketing Management, Lead Generation, Management, Brand Management
Education
Canadian Marketing Association 2008 — 2010
E-Marketing, Advertising & Media, Integrated Branding
Queen's University 1998 — 2002
H. B.Comm, Marketing
Queen's University 1998 — 2002
B.A, Italian Language & Literature
Craig Woodward Craig Woodward's Investors Group Experience August 1999 - February 2012
Job Senior Systems Architect at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. February 2012 - Present
Investors Group August 1999 - February 2012
IBM December 1997 - August 1999
IBM 1997 - 1999
Skills
SQL, SharePoint, Integration, Windows Server, Requirements Analysis, Systems Analysis, Active Directory, IIS, System Architecture
Education
Red River College 1999 — 2003
Diploma, Java Programming
University of Manitoba 1995 — 1997
Engineering
Investors Group Financial Services Inc. February 2012 - Present
Investors Group August 1999 - February 2012
IBM December 1997 - August 1999
IBM 1997 - 1999
Skills
SQL, SharePoint, Integration, Windows Server, Requirements Analysis, Systems Analysis, Active Directory, IIS, System Architecture
Education
Red River College 1999 — 2003
Diploma, Java Programming
University of Manitoba 1995 — 1997
Engineering
Vicki (Rafuse) Bates's Investors Group Experience 1992 - 1997
Job Client Service Manager/Executive Assistant at Assante Hydrostone
Industry Marketing and Advertising
Experience
Assante Hydrostone September 2013 - Present
Trampoline June 2012 - August 2013
Stewart McKelvey February 2009 - June 2012
Stonewater Homes February 2008 - February 2009
Dundee Private Investors Inc. 2003 - 2007
Assante Wealth Management 1996 - 2001
Investors Group 1992 - 1997
Skills
Microsoft Office, Microsoft Excel, Event Planning, Legal Research, Public Relations, Employee Benefits, Employee Relations, Advertising, Public Speaking, Email Marketing, Editing, Internal Communications, Strategic Communications, Marketing, Project Management
Education
H & R Block 2013 — 2013
Tax Preparation
Nova Scotia Community College 1990 — 1991
Business Administration
Prince Andrew High School 1985 — 1988
Academic Graduate
Assante Hydrostone September 2013 - Present
Trampoline June 2012 - August 2013
Stewart McKelvey February 2009 - June 2012
Stonewater Homes February 2008 - February 2009
Dundee Private Investors Inc. 2003 - 2007
Assante Wealth Management 1996 - 2001
Investors Group 1992 - 1997
Skills
Microsoft Office, Microsoft Excel, Event Planning, Legal Research, Public Relations, Employee Benefits, Employee Relations, Advertising, Public Speaking, Email Marketing, Editing, Internal Communications, Strategic Communications, Marketing, Project Management
Education
H & R Block 2013 — 2013
Tax Preparation
Nova Scotia Community College 1990 — 1991
Business Administration
Prince Andrew High School 1985 — 1988
Academic Graduate
Brigitte Bass Brigitte Bass's Investors Group Experience October 2009 - Present
Job
Industry Financial Services
Experience
Investors Group October 2009 - Present
DPS Prospecting Services November 2004 - June 2009
DPS Marketing 2004 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Red River College
Business Administration & Accounting
University of Manitoba
Investors Group October 2009 - Present
DPS Prospecting Services November 2004 - June 2009
DPS Marketing 2004 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Red River College
Business Administration & Accounting
University of Manitoba
Helen Georgaklis's Investors Group Experience 2001 - 2010
Job Creator, Founder at Kids Write Network
Industry Broadcast Media
Experience
Kids Write Network- Iman's Voice National Canadian Charity January 2010 - Present
99 Series, LLC November 2007 - Present
Investors Group 2001 - 2010
Skills
Financial Management, Seminar Speaker, Entrepreneurial..., Television, Writing, Public Relations, Video Production, Social Media, Editing, Production, Public Speaking, Entrepreneurship, Educational Workshops, Leadership Trainer, Retirement Planning, Children's Rights, Children's Books, Books, Content Strategy, Entertainment, Blogging, SEO, Creative Writing, Social Networking, Copywriting, Radio, Media Relations, Online Marketing, Content Management, Digital Media, Broadcast, Press Releases, Email Marketing, Online Advertising, Copy Editing, Web Content, Newsletters, Publicity, Marketing Communications, WordPress, Journalism, Advertising, Radio Broadcasting, Strategic Communications, Managerial Finance
Education
McGill University 2015 — 2017
Research Doctorate, Child Mental Health
Kids Write Network- Iman's Voice National Canadian Charity January 2010 - Present
99 Series, LLC November 2007 - Present
Investors Group 2001 - 2010
Skills
Financial Management, Seminar Speaker, Entrepreneurial..., Television, Writing, Public Relations, Video Production, Social Media, Editing, Production, Public Speaking, Entrepreneurship, Educational Workshops, Leadership Trainer, Retirement Planning, Children's Rights, Children's Books, Books, Content Strategy, Entertainment, Blogging, SEO, Creative Writing, Social Networking, Copywriting, Radio, Media Relations, Online Marketing, Content Management, Digital Media, Broadcast, Press Releases, Email Marketing, Online Advertising, Copy Editing, Web Content, Newsletters, Publicity, Marketing Communications, WordPress, Journalism, Advertising, Radio Broadcasting, Strategic Communications, Managerial Finance
Education
McGill University 2015 — 2017
Research Doctorate, Child Mental Health
Juan Wang Juan Wang's Investors Group Experience January 2013 - April 2013
Job Financial Research and Client Relations Assistant at National Bank Financial
Industry Accounting
Experience
MSVU September 2009 - Present
National Bank Financial September 2013 - December 2013
Investors Group January 2013 - April 2013
Skills
Leadership, Public Relations
Education
Mount Saint Vincent University 1998 — 2018
MSVU September 2009 - Present
National Bank Financial September 2013 - December 2013
Investors Group January 2013 - April 2013
Skills
Leadership, Public Relations
Education
Mount Saint Vincent University 1998 — 2018
Dan Hoeppner Dan Hoeppner's Investors Group Experience December 2014 - Present
Job Marketing Development Specialist at Investors Group
Industry Marketing and Advertising
Experience
Investors Group December 2014 - Present
Investors Group, Brand Management April 2014 - December 2014
The Digital Bureau - A Division of the Winnipeg Free Press August 2013 - April 2014
Travelers Financial Corporation November 2011 - May 2013
Ricoh Canada November 2010 - November 2011
Skills
Problem Solving, Innovative Problem..., Strategy Development, Business Plan..., Profit Maximization, Personal Finance, Small Business, Consultative Selling, Customer Relations, New Business Development, Marketing Communications, Corporate Finance, Strategic Planning, Entrepreneur, Sales Management, Selling, Entrepreneurship, Business Development, Customer Service, Team Leadership, Business Planning, Sales, Leadership, Business Strategy, Direct Sales, Negotiation, Operations Management, Sales Process, Strategy, Account Management, Management, Recruiting, Team Building, Customer Satisfaction, Program Management, Investments, Sales Operations, Marketing Strategy, Customer Retention, Start-ups, Budgets, Contract Negotiation, Analysis, Sales Presentations, Competitive Analysis, Time Management, Finance, Lead Generation, Salesforce.com, Marketing
Education
Red River College 2011 — 2013
Sales Management
Red River Community College 2011 — 2013
CPSA, Certified Professional Sales Association
Red River College 2005 — 2007
Sales and Marketing
Investors Group December 2014 - Present
Investors Group, Brand Management April 2014 - December 2014
The Digital Bureau - A Division of the Winnipeg Free Press August 2013 - April 2014
Travelers Financial Corporation November 2011 - May 2013
Ricoh Canada November 2010 - November 2011
Skills
Problem Solving, Innovative Problem..., Strategy Development, Business Plan..., Profit Maximization, Personal Finance, Small Business, Consultative Selling, Customer Relations, New Business Development, Marketing Communications, Corporate Finance, Strategic Planning, Entrepreneur, Sales Management, Selling, Entrepreneurship, Business Development, Customer Service, Team Leadership, Business Planning, Sales, Leadership, Business Strategy, Direct Sales, Negotiation, Operations Management, Sales Process, Strategy, Account Management, Management, Recruiting, Team Building, Customer Satisfaction, Program Management, Investments, Sales Operations, Marketing Strategy, Customer Retention, Start-ups, Budgets, Contract Negotiation, Analysis, Sales Presentations, Competitive Analysis, Time Management, Finance, Lead Generation, Salesforce.com, Marketing
Education
Red River College 2011 — 2013
Sales Management
Red River Community College 2011 — 2013
CPSA, Certified Professional Sales Association
Red River College 2005 — 2007
Sales and Marketing
Ariel Ilago Ariel Ilago's Investors Group Experience June 1995 - August 1995
Job Systems Administrator at JELDWEN of Canada
Industry Information Technology and Services
Experience
JELD-WEN of Canada January 1996 - Present
P.O.S. Service Ltd. August 1995 - January 1996
Investors Group June 1995 - August 1995
Unisys Canada June 1985 - August 1994
Skills
Active Directory, Windows Server, System Administration, Computer Repair, Supervising, Netbackup, Symantec Endpoint..., Backup Exec, Windows, Troubleshooting, Servers
Education
University of Manitoba 2010 — 2016
Canadian Institute of Management (CIM)
CDI Career Development 1994 — 1995
LAN Administrator & Application Programmer
Red River College 1987 — 1988
Computer Technology
Red River College 1986 — 1987
Instrumentation Technology
JELD-WEN of Canada January 1996 - Present
P.O.S. Service Ltd. August 1995 - January 1996
Investors Group June 1995 - August 1995
Unisys Canada June 1985 - August 1994
Skills
Active Directory, Windows Server, System Administration, Computer Repair, Supervising, Netbackup, Symantec Endpoint..., Backup Exec, Windows, Troubleshooting, Servers
Education
University of Manitoba 2010 — 2016
Canadian Institute of Management (CIM)
CDI Career Development 1994 — 1995
LAN Administrator & Application Programmer
Red River College 1987 — 1988
Computer Technology
Red River College 1986 — 1987
Instrumentation Technology
Lucas Bristow Lucas Bristow's Investors Group Experience September 2004 - January 2006
Job at
Industry Financial Services
Experience
BMO Private Banking (BMO Harris Private Banking) 2010 - Present
BMO January 2006 - January 2010
Investors Group September 2004 - January 2006
Skills
Investment Advisory, Investment Management, Personal Financial..., Portfolio Management, Portfolio Performance..., Private Banking, Interpersonal..., Relationship Management, Business Planning, Business Relationship..., Estate Planning, Trust Services, Educational Leadership, Customer Service, Discretionary..., Information Management, Manage Client..., Strengthening Client..., Consumer Lending, Risk Assessment, Equities, Fixed Income, Canadian Securities..., Investment Strategies, Team Building, Strategic Planning, Delegation, Mutual Funds
Education
Ohio Valley University 2001 — 2004
Bachelor of Science (B.Sc.), Marketing
Ohio Valley University 2001 — 2004
Bachelor of Science (B.Sc.), Business Administration and Management, General
Henry Wisewood 1996 — 1998
Milton
Milton
BMO Private Banking (BMO Harris Private Banking) 2010 - Present
BMO January 2006 - January 2010
Investors Group September 2004 - January 2006
Skills
Investment Advisory, Investment Management, Personal Financial..., Portfolio Management, Portfolio Performance..., Private Banking, Interpersonal..., Relationship Management, Business Planning, Business Relationship..., Estate Planning, Trust Services, Educational Leadership, Customer Service, Discretionary..., Information Management, Manage Client..., Strengthening Client..., Consumer Lending, Risk Assessment, Equities, Fixed Income, Canadian Securities..., Investment Strategies, Team Building, Strategic Planning, Delegation, Mutual Funds
Education
Ohio Valley University 2001 — 2004
Bachelor of Science (B.Sc.), Marketing
Ohio Valley University 2001 — 2004
Bachelor of Science (B.Sc.), Business Administration and Management, General
Henry Wisewood 1996 — 1998
Milton
Milton
Richard Bracken Richard Bracken's Investors Group Experience January 2014 - Present
Job Corporate Communications Consultant at Investors Group
Industry Public Relations and Communications
Experience
Investors Group January 2014 - Present
Investors Group April 2011 - January 2014
Bike Week Winnipeg 2012 - 2014
CPRS Manitoba 2010 - June 2012
Winnipeg Airports Authority January 2010 - January 2011
Personal Freelance Work June 2009 - December 2010
Roadtrips September 2009 - October 2010
Manitoba Junior Hockey League April 2009 - January 2010
Manitoba Public Insurance May 2009 - May 2009
Manitoba Lotteries Corporation May 2008 - August 2008
Skills
Marketing Communications, Marketing Compliance, Corporate Communications, Internal Communications, Compliance, Writing, Social Media Marketing, Project Management, Analytical Skills, Public Relations, Problem Solving, Social Media
Education
Red River College 2007 — 2009
Creative Communications Diploma, Public Relations
College universitaire de Saint-Boniface 2002 — 2006
Bachelor of Arts, English, Geography
Investors Group January 2014 - Present
Investors Group April 2011 - January 2014
Bike Week Winnipeg 2012 - 2014
CPRS Manitoba 2010 - June 2012
Winnipeg Airports Authority January 2010 - January 2011
Personal Freelance Work June 2009 - December 2010
Roadtrips September 2009 - October 2010
Manitoba Junior Hockey League April 2009 - January 2010
Manitoba Public Insurance May 2009 - May 2009
Manitoba Lotteries Corporation May 2008 - August 2008
Skills
Marketing Communications, Marketing Compliance, Corporate Communications, Internal Communications, Compliance, Writing, Social Media Marketing, Project Management, Analytical Skills, Public Relations, Problem Solving, Social Media
Education
Red River College 2007 — 2009
Creative Communications Diploma, Public Relations
College universitaire de Saint-Boniface 2002 — 2006
Bachelor of Arts, English, Geography
Danielle Conolly Danielle Conolly's Investors Group Experience 2012 - 2014
Job Student at Red River College
Industry Public Relations and Communications
Experience
Department of Family Medicine, University of Manitoba 2014 - 2015
Investors Group 2012 - 2014
Edge Business Strategies / Clearwater Social Media September 2011 - January 2012
Médecins sans Frontières (Doctors Without Borders), Toronto office April 2011 - April 2011
Culture Days Manitoba, Inc January 2011 - January 2011
KICK FM Radio Station September 2009 - November 2010
Gimli Film Festival, Inc May 2010 - August 2010
Canada's History Magazine January 2010 - April 2010
THE PROJECTOR, Red River College's Student Newspaper December 2009 - January 2010
Naylor (Canada), Inc May 2007 - August 2009
Skills
Copywriting, Media Relations, Newsletters, Blogging, Journalism, Editing, New Media
Education
Red River College 2009 — 2011
Red River College
APPLIED ARTS, SCIENCE AND TECHNOLOGY
ST. BONIFACE COLLEGE
Conversational French Level 4
The University of Winnipeg
B.A; BA degree, English
Department of Family Medicine, University of Manitoba 2014 - 2015
Investors Group 2012 - 2014
Edge Business Strategies / Clearwater Social Media September 2011 - January 2012
Médecins sans Frontières (Doctors Without Borders), Toronto office April 2011 - April 2011
Culture Days Manitoba, Inc January 2011 - January 2011
KICK FM Radio Station September 2009 - November 2010
Gimli Film Festival, Inc May 2010 - August 2010
Canada's History Magazine January 2010 - April 2010
THE PROJECTOR, Red River College's Student Newspaper December 2009 - January 2010
Naylor (Canada), Inc May 2007 - August 2009
Skills
Copywriting, Media Relations, Newsletters, Blogging, Journalism, Editing, New Media
Education
Red River College 2009 — 2011
Red River College
APPLIED ARTS, SCIENCE AND TECHNOLOGY
ST. BONIFACE COLLEGE
Conversational French Level 4
The University of Winnipeg
B.A; BA degree, English
Robert Betker Robert Betker's Investors Group Experience September 1993 - October 1995
Job Experienced Sales Management Professional
Industry Pharmaceuticals
Experience
Colgate Oral Pharmaceuticals October 1995 - January 2014
Investors Group September 1993 - October 1995
Alcon, a Novartis company March 1989 - September 1993
Skills
Pharmaceutical Industry, Pharmaceutical Sales, Recruiting, Employee Training, Team Mentoring, Analytics, Customer Engagement, Building Professional..., Product Launch, Sales Operations, Sales Effectiveness, Neurology, Managed Care, Leadership, Customer Service, Negotiation, Marketing Strategy, Sales
Education
Red River College 1976 — 1978
Diplomia in BA, Business Administration
Colgate Oral Pharmaceuticals October 1995 - January 2014
Investors Group September 1993 - October 1995
Alcon, a Novartis company March 1989 - September 1993
Skills
Pharmaceutical Industry, Pharmaceutical Sales, Recruiting, Employee Training, Team Mentoring, Analytics, Customer Engagement, Building Professional..., Product Launch, Sales Operations, Sales Effectiveness, Neurology, Managed Care, Leadership, Customer Service, Negotiation, Marketing Strategy, Sales
Education
Red River College 1976 — 1978
Diplomia in BA, Business Administration
Marilyn Sims Marilyn Sims's Investors Group Experience August 2010 - March 2011
Job Business Analyst Semi Retired
Industry Telecommunications
Experience
MNP March 2014 - April 2014
Investors Group August 2010 - March 2011
TELUS Communications 2006 - 2008
Telus Communications 2005 - 2007
TELUS Communications 2002 - 2005
TELUS Communications 1999 - 2002
Skills
Business Process..., Project Management, Leadership, Business Process, Business Analysis, Telecommunications, Analysis, Management, Training, Program Management, Strategy
Education
Knowledge Bureau 2014 — 2014
Tax Practitioner, Income Tax for T1
Mount Royal University 2006 — 2008
Business Analysis
University of Calgary 2004 — 2008
General Management Certificate, Accounting, English, Business Plan Development, Business Management
e-Zigma Canada Inc 2007 — 2007
Green Belt - Lean Six Sigma
Mount Royal University 1995 — 1997
Telecommunications Management Certificate
Lethbridge College 1993 — 1994
Accounting
MNP March 2014 - April 2014
Investors Group August 2010 - March 2011
TELUS Communications 2006 - 2008
Telus Communications 2005 - 2007
TELUS Communications 2002 - 2005
TELUS Communications 1999 - 2002
Skills
Business Process..., Project Management, Leadership, Business Process, Business Analysis, Telecommunications, Analysis, Management, Training, Program Management, Strategy
Education
Knowledge Bureau 2014 — 2014
Tax Practitioner, Income Tax for T1
Mount Royal University 2006 — 2008
Business Analysis
University of Calgary 2004 — 2008
General Management Certificate, Accounting, English, Business Plan Development, Business Management
e-Zigma Canada Inc 2007 — 2007
Green Belt - Lean Six Sigma
Mount Royal University 1995 — 1997
Telecommunications Management Certificate
Lethbridge College 1993 — 1994
Accounting
Andrew Minaker Andrew Minaker's Investors Group Experience May 2011 - June 2012
Job Insurance Advisor
Industry Financial Services
Experience
TD Insurance September 2012 - Present
Investors Group May 2011 - June 2012
cora's breakfast and lunch 2005 - 2011
Skills
Estate Tax Planning, Insurance Planning, Mortgage Lending, Financial Planning
Education
Nova Scotia Community College 2009 — 2011
Investment Management
Charles P. Allen High
TD Insurance September 2012 - Present
Investors Group May 2011 - June 2012
cora's breakfast and lunch 2005 - 2011
Skills
Estate Tax Planning, Insurance Planning, Mortgage Lending, Financial Planning
Education
Nova Scotia Community College 2009 — 2011
Investment Management
Charles P. Allen High
Jiaying Yang Jiaying Yang's Investors Group Experience May 2013 - July 2013
Job TD Canada Trust / Financial Analyst at Queen's University Alternative Assets Fund
Industry
Experience
Queen's University Alternative Assets Fund June 2015 - Present
TD May 2014 - Present
Investors Group May 2013 - July 2013
York Taiwanese Student Association June 2012 - June 2013
Skills
Customer Service, PowerPoint, Public Speaking, Strategic Planning, Financial Analysis, Social Networking, Marketing, Research, Leadership, Teamwork, Teaching, R, Microsoft Office, Microsoft Excel, Microsoft Word, Windows, Outlook, Photoshop, HTML, Budgets, Sales, Event Planning, English
Education
Queen's University 2015 — 2016
Master’s Degree, Finance, General
York University 2010 — 2014
Bachelor of Business Administration (BBA), Financial and Business Economic
Queen's University Alternative Assets Fund June 2015 - Present
TD May 2014 - Present
Investors Group May 2013 - July 2013
York Taiwanese Student Association June 2012 - June 2013
Skills
Customer Service, PowerPoint, Public Speaking, Strategic Planning, Financial Analysis, Social Networking, Marketing, Research, Leadership, Teamwork, Teaching, R, Microsoft Office, Microsoft Excel, Microsoft Word, Windows, Outlook, Photoshop, HTML, Budgets, Sales, Event Planning, English
Education
Queen's University 2015 — 2016
Master’s Degree, Finance, General
York University 2010 — 2014
Bachelor of Business Administration (BBA), Financial and Business Economic
Tauhid Jalil Chowdhury Tauhid Jalil Chowdhury's Investors Group Experience January 2014 - August 2014
Job General Accountant at Frameworth Sports Marketing
Industry Sporting Goods
Experience
Frameworth Sports Marketing November 2014 - Present
Rainforest Herbal Products August 2014 - November 2014
Investors Group January 2014 - August 2014
Bitopi Leo Burnett March 2011 - November 2011
Unicom Media Limited June 2010 - February 2011
MGH Group Bangladesh April 2009 - May 2010
MGH Group Bangladesh April 2009 - November 2009
MGH Group Bangladesh January 2008 - March 2009
IDLC Finance Limited September 2007 - December 2007
Skills
Public Relations, Brand Management, Marketing Management, Financial Analysis, Financial Reporting, Market Research, Integrated Marketing, Marketing Communications, Team Management, Marketing Strategy, Marketing, Strategic Planning, Advertising, Marketing Research, Direct Marketing, Customer Insight, Financial Accounting, Cost Accounting, Canadian GAAP, IFRS, Management Accounting, Corporate Finance, Canadian Tax, Business Planning, Analysis
Education
York University 2012 — 2013
Professional Accounting, Accounting and Finance
North South University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance & Economics, Summa Cum Laude
Frameworth Sports Marketing November 2014 - Present
Rainforest Herbal Products August 2014 - November 2014
Investors Group January 2014 - August 2014
Bitopi Leo Burnett March 2011 - November 2011
Unicom Media Limited June 2010 - February 2011
MGH Group Bangladesh April 2009 - May 2010
MGH Group Bangladesh April 2009 - November 2009
MGH Group Bangladesh January 2008 - March 2009
IDLC Finance Limited September 2007 - December 2007
Skills
Public Relations, Brand Management, Marketing Management, Financial Analysis, Financial Reporting, Market Research, Integrated Marketing, Marketing Communications, Team Management, Marketing Strategy, Marketing, Strategic Planning, Advertising, Marketing Research, Direct Marketing, Customer Insight, Financial Accounting, Cost Accounting, Canadian GAAP, IFRS, Management Accounting, Corporate Finance, Canadian Tax, Business Planning, Analysis
Education
York University 2012 — 2013
Professional Accounting, Accounting and Finance
North South University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance & Economics, Summa Cum Laude
Douglas Warren MA CFA's Investors Group Experience June 2014 - Present
Job Financial Consultant at Investors Group
Industry Financial Services
Experience
Investors Group June 2014 - Present
William Anthony Artist Management December 2012 - January 2014
Desjardins Securities September 2004 - March 2012
Manulife Financial November 1996 - April 2004
Skills
Fixed Income, Bonds, Portfolio Management, Financial Markets, Investment Strategies, Capital Markets, Investments, Bloomberg, Money Market, Economics, Securities, Financial Services
Education
Queen's University 1993 — 1995
Master of Arts, Economics
Universty of Winnipeg 1991 — 1993
BAH, Economics
Investors Group June 2014 - Present
William Anthony Artist Management December 2012 - January 2014
Desjardins Securities September 2004 - March 2012
Manulife Financial November 1996 - April 2004
Skills
Fixed Income, Bonds, Portfolio Management, Financial Markets, Investment Strategies, Capital Markets, Investments, Bloomberg, Money Market, Economics, Securities, Financial Services
Education
Queen's University 1993 — 1995
Master of Arts, Economics
Universty of Winnipeg 1991 — 1993
BAH, Economics
Ryan Lumbers Ryan Lumbers's Investors Group Experience June 2013 - May 2014
Job Sponsorship & Business Development Manager at Junior Achievement of Central Ontario
Industry Education Management
Experience
Junior Achievement of Central Ontario June 2014 - Present
Investors Group June 2013 - May 2014
Energy Australia December 2012 - April 2013
The Jones Group Inc. May 2011 - October 2012
The Jones Group Inc. June 2010 - May 2011
Moose FM - Haliburton Broadcasting Group May 2009 - September 2009
The Jones Group Inc. May 2009 - September 2009
The Jones Group Inc. May 2008 - September 2008
The Jones Group Inc. May 2007 - September 2007
Skills
Business Development, Sales, Account Management, Sponsorship, Leadership, Strategic Planning, Entrepreneurship, Project Management, Financial Literacy, Business Strategy, Relationship Management, Marketing, Corporate Social..., Search Engine..., Social Media, Digital Marketing, Social Media Marketing
Education
Queen's University
Bachelor of Arts Honours, Sociology
Interactive Advertising Bureau of Canada
Interactive Leadership Certificate, Digital Media and Marketing
Junior Achievement of Central Ontario June 2014 - Present
Investors Group June 2013 - May 2014
Energy Australia December 2012 - April 2013
The Jones Group Inc. May 2011 - October 2012
The Jones Group Inc. June 2010 - May 2011
Moose FM - Haliburton Broadcasting Group May 2009 - September 2009
The Jones Group Inc. May 2009 - September 2009
The Jones Group Inc. May 2008 - September 2008
The Jones Group Inc. May 2007 - September 2007
Skills
Business Development, Sales, Account Management, Sponsorship, Leadership, Strategic Planning, Entrepreneurship, Project Management, Financial Literacy, Business Strategy, Relationship Management, Marketing, Corporate Social..., Search Engine..., Social Media, Digital Marketing, Social Media Marketing
Education
Queen's University
Bachelor of Arts Honours, Sociology
Interactive Advertising Bureau of Canada
Interactive Leadership Certificate, Digital Media and Marketing
Ellie Jenner CFP, EPC Ellie Jenner CFP, EPC's Investors Group Experience November 1993 - Present
Job Senior Financial Consultant at Investors Group Financial Services Inc.
Industry Investment Management
Experience
Investors Group November 1993 - Present
Investors Group Financial Services Inc. November 1993 - Present
Credit Union April 1980 - October 1993
Skills
Tax Planning,..., Retirement Planning, Strategic Financial..., Financial Planners, Investments, Tax, Critical Illness, Wealth Management, Wealth, Retirement, Estate Planning, Investment Strategies, Investment Advisory, Financial Advisory, Certified Financial..., Mutual Funds, Finance, Savings, Personal Finance, Wealth Management..., Disability Insurance, Financial Planning
Education
Mount Royal University 1996 — 1998
CFP, Certified Financial Planner
Red Deer College 1978 — 1980
Fine Arts
Investors Group November 1993 - Present
Investors Group Financial Services Inc. November 1993 - Present
Credit Union April 1980 - October 1993
Skills
Tax Planning,..., Retirement Planning, Strategic Financial..., Financial Planners, Investments, Tax, Critical Illness, Wealth Management, Wealth, Retirement, Estate Planning, Investment Strategies, Investment Advisory, Financial Advisory, Certified Financial..., Mutual Funds, Finance, Savings, Personal Finance, Wealth Management..., Disability Insurance, Financial Planning
Education
Mount Royal University 1996 — 1998
CFP, Certified Financial Planner
Red Deer College 1978 — 1980
Fine Arts
Bob Grant's Investors Group Experience 1991 - 1992
Job Field Operations Coordinator at Cogeco Cable
Industry Telecommunications
Experience
Cogeco Cable October 2013 - Present
Cogeco Cable December 2008 - October 2013
Cogeco Cable May 2007 - December 2008
Cogeco Cable November 2004 - May 2007
Cableworks (later purchased by Cogeco Cable in 1999) 1995 - 2004
Aer-O-Flo Environmental 1993 - 1995
Tim Horton's Warehouse 1992 - 1993
Investors Group 1991 - 1992
Roger's Cable 1989 - 1991
Copy Systems 1988 - 1989
Skills
Optical Fiber, Broadband, Telecommunications, VoIP, Cabling, HFC, DOCSIS, MoCA, Fiber Optics, FTTH, Customer Service, LAN-WAN, WiFi, Management/Employee..., Telephony, Management, Operations Management, T1, Switches, Fiber, RF, Wireless, IPTV, Cables, SIP, Avaya, Network Architecture, WAN, Team Building, Cable Modems, DWDM, FTTx, Computer Network..., Ethernet, VOD, IP, Network Design, Internet Services, Routers, TDM, Network Engineering, Team Management, Field Operations, Woodworking, deck building, Inspirational quotations, Cable Television, Team Leadership, Troubleshooting
Education
Jones/NCTI 2004 — 2015
Master Technician, HFC networks, Broadband Technical Management
Jones/NCTI 2004 — 2015
Master Technician, Customer Premises
Niagara College 1984 — 1988
Graduation Diploma, Electronics Engineering Technician
South Lincoln High School 1979 — 1984
OSSGD
Cogeco Cable October 2013 - Present
Cogeco Cable December 2008 - October 2013
Cogeco Cable May 2007 - December 2008
Cogeco Cable November 2004 - May 2007
Cableworks (later purchased by Cogeco Cable in 1999) 1995 - 2004
Aer-O-Flo Environmental 1993 - 1995
Tim Horton's Warehouse 1992 - 1993
Investors Group 1991 - 1992
Roger's Cable 1989 - 1991
Copy Systems 1988 - 1989
Skills
Optical Fiber, Broadband, Telecommunications, VoIP, Cabling, HFC, DOCSIS, MoCA, Fiber Optics, FTTH, Customer Service, LAN-WAN, WiFi, Management/Employee..., Telephony, Management, Operations Management, T1, Switches, Fiber, RF, Wireless, IPTV, Cables, SIP, Avaya, Network Architecture, WAN, Team Building, Cable Modems, DWDM, FTTx, Computer Network..., Ethernet, VOD, IP, Network Design, Internet Services, Routers, TDM, Network Engineering, Team Management, Field Operations, Woodworking, deck building, Inspirational quotations, Cable Television, Team Leadership, Troubleshooting
Education
Jones/NCTI 2004 — 2015
Master Technician, HFC networks, Broadband Technical Management
Jones/NCTI 2004 — 2015
Master Technician, Customer Premises
Niagara College 1984 — 1988
Graduation Diploma, Electronics Engineering Technician
South Lincoln High School 1979 — 1984
OSSGD
Adrian Kraizel Adrian Kraizel's Investors Group Experience 2006 - 2009
Job Financial Security Advisor Offering Life, Health, Group Insurance and Investments
Industry Financial Services
Experience
Desjardins Financial Security Independent Network 2013 - Present
Desjardins Financial Security Independent Network January 2013 - Present
Guats Life Style Inc 2008 - 2012
Investors Group 2006 - 2009
Gentry Knitting Mills 2000 - 2006
Skills
Entrepreneurship, Strategic Financial..., Investments, Business Strategy, Life Insurance, Life & Health Insurance..., Critical Illness, Disability Insurance, Group Insurance, Mutual Funds, Start-ups, Retirement Planning, Fixed Annuities, Business Planning, Time Management, Risk Management, Financial Advisory, Finance, Financial Services, Wealth, Business Development, Financial Planners, Financial Planning
Education
Philadelphia University 1995 — 1998
Bachelor of Science (B.S.), Engineering
The University of Western Ontario 1991 — 1994
Bachelor of Arts (B.A.), History
Desjardins Financial Security Independent Network 2013 - Present
Desjardins Financial Security Independent Network January 2013 - Present
Guats Life Style Inc 2008 - 2012
Investors Group 2006 - 2009
Gentry Knitting Mills 2000 - 2006
Skills
Entrepreneurship, Strategic Financial..., Investments, Business Strategy, Life Insurance, Life & Health Insurance..., Critical Illness, Disability Insurance, Group Insurance, Mutual Funds, Start-ups, Retirement Planning, Fixed Annuities, Business Planning, Time Management, Risk Management, Financial Advisory, Finance, Financial Services, Wealth, Business Development, Financial Planners, Financial Planning
Education
Philadelphia University 1995 — 1998
Bachelor of Science (B.S.), Engineering
The University of Western Ontario 1991 — 1994
Bachelor of Arts (B.A.), History
Christopher Bonnar Christopher Bonnar's Investors Group Experience June 2008 - October 2008
Job Analyst, Alternative Investment Operations at OMERS
Industry Capital Markets
Experience
OMERS May 2014 - Present
Scotiabank September 2013 - April 2014
Bank of Montreal April 2012 - August 2013
AGF Investments Inc. September 2010 - December 2011
Montblanc Investment Corporation January 2009 - August 2009
Investors Group June 2008 - October 2008
Skills
Equities, Investments, Options, Portfolio Management, Derivatives, Capital Markets, Bloomberg, Fixed Income, Valuation, Financial Modeling, Mutual Funds, Hedge Funds, Financial Analysis
Education
University of Toronto - Rotman School of Management 2009 — 2011
Master of Finance
McGill University 2005 — 2008
Bachelor of Commerce, Finance
Canadian Securities Institute
Additional Achievements, Interests and Extracurriculars
OMERS May 2014 - Present
Scotiabank September 2013 - April 2014
Bank of Montreal April 2012 - August 2013
AGF Investments Inc. September 2010 - December 2011
Montblanc Investment Corporation January 2009 - August 2009
Investors Group June 2008 - October 2008
Skills
Equities, Investments, Options, Portfolio Management, Derivatives, Capital Markets, Bloomberg, Fixed Income, Valuation, Financial Modeling, Mutual Funds, Hedge Funds, Financial Analysis
Education
University of Toronto - Rotman School of Management 2009 — 2011
Master of Finance
McGill University 2005 — 2008
Bachelor of Commerce, Finance
Canadian Securities Institute
Additional Achievements, Interests and Extracurriculars
Georgaklis, Helen Georgaklis, Helen's Investors Group Experience December 2002 - October 2009
Job CEOFounder
Industry E-Learning
Experience
99 Series Inc November 2007 - Present
Investors Group December 2002 - October 2009
Passionate Eye September 1986 - September 2006
Peripheral Express Inc April 1996 - August 2000
Education
Sir Winston Churchill High School
High School Diploma
McGill University
Marketing
99 Series Inc November 2007 - Present
Investors Group December 2002 - October 2009
Passionate Eye September 1986 - September 2006
Peripheral Express Inc April 1996 - August 2000
Education
Sir Winston Churchill High School
High School Diploma
McGill University
Marketing
ED MANIS ED MANIS's Investors Group Experience 2008 - March 2011
Job Financial Advisor
Industry Financial Services
Experience
Investors Group 2008 - March 2011
ERA Canada 2006 - 2008
Balcan Plastics February 2000 - April 2005
Algo Group December 1986 - April 1999
Education
McGill University
B.Sc., Mathematics
University of Waterloo
M.A.Sc., Management Sciences
Investors Group 2008 - March 2011
ERA Canada 2006 - 2008
Balcan Plastics February 2000 - April 2005
Algo Group December 1986 - April 1999
Education
McGill University
B.Sc., Mathematics
University of Waterloo
M.A.Sc., Management Sciences
Brian McKay's Investors Group Experience July 2014 - Present
Job Systems Analyst at Investors Group
Industry Information Technology and Services
Experience
Investors Group July 2014 - Present
Online Business Systems 2011 - Present
Online Business Systems May 2000 - Present
KORE Telematics October 2013 - July 2014
Blizzard Interactive November 2012 - October 2013
Manitoba eHealth - Winnipeg Regional Health Authority February 2010 - November 2012
Manitoba eHealth - Winnipeg Regional Health Authority February 2010 - November 2012
CWB January 2007 - February 2010
TransCanada October 2009 - November 2009
University of Manitoba June 2009 - August 2009
Skills
Requirements Gathering, Requirements Analysis, SDLC, Integration, Agile Methodologies, Software Project..., Software Development, Microsoft SQL Server, Databases, Business Process, Software Documentation, SQL, .NET, Solution Architecture, Testing, C#
Education
Red River College
Analyst / Programmer Certificate, Information Technology
Investors Group July 2014 - Present
Online Business Systems 2011 - Present
Online Business Systems May 2000 - Present
KORE Telematics October 2013 - July 2014
Blizzard Interactive November 2012 - October 2013
Manitoba eHealth - Winnipeg Regional Health Authority February 2010 - November 2012
Manitoba eHealth - Winnipeg Regional Health Authority February 2010 - November 2012
CWB January 2007 - February 2010
TransCanada October 2009 - November 2009
University of Manitoba June 2009 - August 2009
Skills
Requirements Gathering, Requirements Analysis, SDLC, Integration, Agile Methodologies, Software Project..., Software Development, Microsoft SQL Server, Databases, Business Process, Software Documentation, SQL, .NET, Solution Architecture, Testing, C#
Education
Red River College
Analyst / Programmer Certificate, Information Technology
Judith Thompson Judith Thompson's Investors Group Experience June 2002 - January 2004
Job General Manager Sunnyside Mall
Industry Commercial Real Estate
Experience
Avison Young Commercial Real Estate 2015 - Present
COGIR Management Corporation June 2014 - March 2015
TigerTel Communications October 2006 - June 2014
Bell Aliant January 2004 - October 2006
Investors Group June 2002 - January 2004
Eastlink July 2000 - June 2002
Retail Resource May 1997 - October 1999
Southwest Properties 1990 - 1997
TRIZEC EQUITIES January 1988 - January 1990
MARKET SQUARE January 1987 - January 1988
Skills
Coaching, Strategic Planning, Business Development, Marketing, Customer Service, Negotiation, Telecommunications, Recruiting, Consulting, Executive Management, Leadership, Change Management, Networking, Human Resources, Budgets, Microsoft Office, Retail Sales, Profit, Finance, Account Management, Call Center, New Business Development, Team Leadership, Marketing Strategy, Team Building, Business Strategy, Social Media Marketing, Marketing Communications, Direct Sales, Customer Experience, Lead Generation, Business Planning, Online Advertising, Social Media, Customer Satisfaction, Salesforce.com, Sales, Public Relations, Call Centers, Analysis, Management, B2B, Training, Selling, Forecasting, Advertising, CRM, Strategy, Sales Process, SEO
Education
Saint Mary's University/York University Executive Development 2000 — 2000
Strategic Management
St. Francis Xavier University 2000 — 2000
Adult Education and Training Certificate
Saint Mary's University/York University Executive Development 1996 — 1996
Direct Marketing
Mount Saint Vincent University 1982 — 1985
BPR, Public Relations and Business
Avison Young Commercial Real Estate 2015 - Present
COGIR Management Corporation June 2014 - March 2015
TigerTel Communications October 2006 - June 2014
Bell Aliant January 2004 - October 2006
Investors Group June 2002 - January 2004
Eastlink July 2000 - June 2002
Retail Resource May 1997 - October 1999
Southwest Properties 1990 - 1997
TRIZEC EQUITIES January 1988 - January 1990
MARKET SQUARE January 1987 - January 1988
Skills
Coaching, Strategic Planning, Business Development, Marketing, Customer Service, Negotiation, Telecommunications, Recruiting, Consulting, Executive Management, Leadership, Change Management, Networking, Human Resources, Budgets, Microsoft Office, Retail Sales, Profit, Finance, Account Management, Call Center, New Business Development, Team Leadership, Marketing Strategy, Team Building, Business Strategy, Social Media Marketing, Marketing Communications, Direct Sales, Customer Experience, Lead Generation, Business Planning, Online Advertising, Social Media, Customer Satisfaction, Salesforce.com, Sales, Public Relations, Call Centers, Analysis, Management, B2B, Training, Selling, Forecasting, Advertising, CRM, Strategy, Sales Process, SEO
Education
Saint Mary's University/York University Executive Development 2000 — 2000
Strategic Management
St. Francis Xavier University 2000 — 2000
Adult Education and Training Certificate
Saint Mary's University/York University Executive Development 1996 — 1996
Direct Marketing
Mount Saint Vincent University 1982 — 1985
BPR, Public Relations and Business
Michael Delle Donne Michael Delle Donne's Investors Group Experience May 2012 - October 2012
Job Sales Strategist & Music Manager
Industry Management Consulting
Experience
ShareThis September 2014 - Present
UpStream Music Group November 2011 - Present
ShareThis May 2013 - August 2014
Investors Group May 2012 - October 2012
Mitchell Martin Inc. July 2011 - October 2011
AdzZoo June 2011 - August 2011
Skills
Social Media Marketing, Entrepreneurship, Social Media, Marketing, Marketing Strategy, PowerPoint, Market Research, Public Speaking, Online Marketing, Leadership, Online Advertising, Music Industry, Photoshop, Marketing Communications, Start-ups, Event Planning, Microsoft Office, Microsoft Excel, English, Advertising, Digital Marketing, Strategy, Digital Strategy, Research, Digital Branding, Customer Service, SEO, Management Consulting, Business Strategy, Writing, Customer Relations, Strategic Partnerships, Strategic Consulting, Client Counseling, Financial Management, Excel, Java, Final Cut Express, Lightroom
Education
McGill University 2010 — 2014
Bachelors of Commerce
Delbarton High School 2006 — 2010
The Peck School
ShareThis September 2014 - Present
UpStream Music Group November 2011 - Present
ShareThis May 2013 - August 2014
Investors Group May 2012 - October 2012
Mitchell Martin Inc. July 2011 - October 2011
AdzZoo June 2011 - August 2011
Skills
Social Media Marketing, Entrepreneurship, Social Media, Marketing, Marketing Strategy, PowerPoint, Market Research, Public Speaking, Online Marketing, Leadership, Online Advertising, Music Industry, Photoshop, Marketing Communications, Start-ups, Event Planning, Microsoft Office, Microsoft Excel, English, Advertising, Digital Marketing, Strategy, Digital Strategy, Research, Digital Branding, Customer Service, SEO, Management Consulting, Business Strategy, Writing, Customer Relations, Strategic Partnerships, Strategic Consulting, Client Counseling, Financial Management, Excel, Java, Final Cut Express, Lightroom
Education
McGill University 2010 — 2014
Bachelors of Commerce
Delbarton High School 2006 — 2010
The Peck School
Jeff Sawyer Lee's Investors Group Experience June 2014 - Present
Job Financial Advisor at Investors Group
Industry Banking
Experience
Investors Group June 2014 - Present
Mosaic Sales Solutions January 2011 - April 2011
Skills
Personal Financial..., Strategic Financial..., Wealth Management, Estate Tax Planning, Personal Tax Planning, Corporate Tax Planning, Investments, Retirement Planning, Mutual Funds, Estate Planning, Wealth Accumulation
Education
York University 2009 — 2014
Bachelor of Arts (B.A.)
Oxford Brookes University 2012 — 2013
Bachelor’s Degree
Investors Group June 2014 - Present
Mosaic Sales Solutions January 2011 - April 2011
Skills
Personal Financial..., Strategic Financial..., Wealth Management, Estate Tax Planning, Personal Tax Planning, Corporate Tax Planning, Investments, Retirement Planning, Mutual Funds, Estate Planning, Wealth Accumulation
Education
York University 2009 — 2014
Bachelor of Arts (B.A.)
Oxford Brookes University 2012 — 2013
Bachelor’s Degree
Jeffrey Arato Jeffrey Arato's Investors Group Experience May 2012 - July 2012
Job Compliance Analyst, Business Conduct at Questrade
Industry Financial Services
Experience
Questrade July 2014 - Present
Questrade May 2013 - June 2014
Questrade September 2012 - June 2014
Investors Group May 2012 - July 2012
Investors Group January 2012 - April 2012
Skills
Customer Service, Teamwork, Management, Time Management, Microsoft Excel, Training, Microsoft Word, Leadership Development, Analytical Skills, Social Media, Research, Communication, Trading, BPS, Options, Regulatory Compliance, Due Diligence, PowerPoint
Education
McMaster University 2008 — 2012
Honours Bachelor of Commerce, Finance
Sir Winston Churchill Secondary School 2004 — 2008
Canadian Securities Institute
Questrade July 2014 - Present
Questrade May 2013 - June 2014
Questrade September 2012 - June 2014
Investors Group May 2012 - July 2012
Investors Group January 2012 - April 2012
Skills
Customer Service, Teamwork, Management, Time Management, Microsoft Excel, Training, Microsoft Word, Leadership Development, Analytical Skills, Social Media, Research, Communication, Trading, BPS, Options, Regulatory Compliance, Due Diligence, PowerPoint
Education
McMaster University 2008 — 2012
Honours Bachelor of Commerce, Finance
Sir Winston Churchill Secondary School 2004 — 2008
Canadian Securities Institute
Josh Stark's Investors Group Experience January 2015 - Present
Job Executive Senior Consultant focused on helping clients build and protect aftertax wealth
Industry Investment Management
Experience
Investors Group January 2015 - Present
Firstline Energy Services. December 2013 - December 2014
RBC Dominion Securities November 2012 - December 2013
Investors Group Financial Services Inc. October 2007 - November 2012
Skills
Investments, Risk Management, Financial Analysis, Entrepreneurship, Financial Modeling, New Business Development, Team Building, Wealth Management, Financial Planning, Strategic Planning, Finance, Retirement Planning
Education
Grant Macewan College 2004 — 2007
Business management, Business Management
Grant Macewan College 2003 — 2005
Aviation Management, Aviation Management
Investors Group January 2015 - Present
Firstline Energy Services. December 2013 - December 2014
RBC Dominion Securities November 2012 - December 2013
Investors Group Financial Services Inc. October 2007 - November 2012
Skills
Investments, Risk Management, Financial Analysis, Entrepreneurship, Financial Modeling, New Business Development, Team Building, Wealth Management, Financial Planning, Strategic Planning, Finance, Retirement Planning
Education
Grant Macewan College 2004 — 2007
Business management, Business Management
Grant Macewan College 2003 — 2005
Aviation Management, Aviation Management
Allison Dineen Allison Dineen's Investors Group Experience January 2015 - Present
Job Associate Manager, National Advertising at Investors Group
Industry Financial Services
Experience
Investors Group January 2015 - Present
Special Olympics Manitoba 2012 - Present
EQ3 September 2014 - January 2015
EQ3 May 2011 - September 2014
CTV September 2009 - May 2011
Citytv October 2007 - September 2009
Citytv August 2006 - October 2007
Skills
Social Media Marketing, Marketing Strategy, Project Management, Product Marketing, Email Marketing, Direct Marketing, Online Marketing, Corporate Communications, Production Budgeting, Media Buying, Media Production, Client Relations Skills, Corporate Branding, Commercial Direction, Marketing Communications
Education
Red River College 2004 — 2006
Creative Communications
Winnipeg Advertising Association
Media Planning
Investors Group January 2015 - Present
Special Olympics Manitoba 2012 - Present
EQ3 September 2014 - January 2015
EQ3 May 2011 - September 2014
CTV September 2009 - May 2011
Citytv October 2007 - September 2009
Citytv August 2006 - October 2007
Skills
Social Media Marketing, Marketing Strategy, Project Management, Product Marketing, Email Marketing, Direct Marketing, Online Marketing, Corporate Communications, Production Budgeting, Media Buying, Media Production, Client Relations Skills, Corporate Branding, Commercial Direction, Marketing Communications
Education
Red River College 2004 — 2006
Creative Communications
Winnipeg Advertising Association
Media Planning
Laura Pflug Laura Pflug's Investors Group Experience January 2000 - September 2007
Job Region Coordinator at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. September 2007 - Present
Investors Group January 2000 - September 2007
Skills
Financial Planners, Investments, Strategic Financial..., Risk Management, Banking, Financial Analysis, Customer Service, Strategic Planning, Budgets, Business Analysis, Team Leadership, Outlook, Analysis, Human Resources, PowerPoint, Process Improvement, Event Planning, Team Building
Education
Mohawk College 1996 — 1998
Business Administration, Travel & Tourism
John F. Ross C.V.I 1991 — 1995
Investors Group Financial Services Inc. September 2007 - Present
Investors Group January 2000 - September 2007
Skills
Financial Planners, Investments, Strategic Financial..., Risk Management, Banking, Financial Analysis, Customer Service, Strategic Planning, Budgets, Business Analysis, Team Leadership, Outlook, Analysis, Human Resources, PowerPoint, Process Improvement, Event Planning, Team Building
Education
Mohawk College 1996 — 1998
Business Administration, Travel & Tourism
John F. Ross C.V.I 1991 — 1995
Jeff Chubey Jeff Chubey's Investors Group Experience January 2003 - December 2003
Job Senior Technical Consultant, Technical Team at Multifonds
Industry Investment Management
Experience
Multifonds September 2014 - Present
MasterBrand Cabinets (KitchenCraft of Canada) November 2010 - August 2014
New Flyer Industries November 2004 - October 2010
Investors Group January 2003 - December 2003
SAAN Stores Ltd. December 1999 - July 2002
Investors Group January 1999 - October 1999
Air Canada December 1996 - November 1998
United Grain Growers Ltd. July 1993 - December 1996
Loewen Windows 1993 - 1993
Skills
Oracle Applications, Quality Assurance, Microsoft Office, PL/SQL, Windows, COBOL, Systems Analysis, SQL, Business Analysis, MS Project, Databases, Troubleshooting, Testing, SDLC, Problem Solving, Linux, Programming, Software Development, Change Management, DB2, Requirements Gathering, Software Project..., Oracle, Unix, Project Management, Oracle Reports, Process Improvement, Oracle Forms, HP-UX, AIX, Software Documentation, Integration, Disaster Recovery, SharePoint, Enterprise Architecture, Oracle HR, Sybase, Visio, Database Design, Oracle E-Business Suite, Information Technology, IBM AIX, Business Intelligence, Analysis, Requirements Analysis
Education
Red River College 1991 — 1993
Computer Analyst/Programmer, Computer Science
Multifonds September 2014 - Present
MasterBrand Cabinets (KitchenCraft of Canada) November 2010 - August 2014
New Flyer Industries November 2004 - October 2010
Investors Group January 2003 - December 2003
SAAN Stores Ltd. December 1999 - July 2002
Investors Group January 1999 - October 1999
Air Canada December 1996 - November 1998
United Grain Growers Ltd. July 1993 - December 1996
Loewen Windows 1993 - 1993
Skills
Oracle Applications, Quality Assurance, Microsoft Office, PL/SQL, Windows, COBOL, Systems Analysis, SQL, Business Analysis, MS Project, Databases, Troubleshooting, Testing, SDLC, Problem Solving, Linux, Programming, Software Development, Change Management, DB2, Requirements Gathering, Software Project..., Oracle, Unix, Project Management, Oracle Reports, Process Improvement, Oracle Forms, HP-UX, AIX, Software Documentation, Integration, Disaster Recovery, SharePoint, Enterprise Architecture, Oracle HR, Sybase, Visio, Database Design, Oracle E-Business Suite, Information Technology, IBM AIX, Business Intelligence, Analysis, Requirements Analysis
Education
Red River College 1991 — 1993
Computer Analyst/Programmer, Computer Science
Frank Barbaro Frank Barbaro's Investors Group Experience December 2014 - May 2015
Job CIBC Mortgage/Builder Specialist 2047992374
Industry Financial Services
Experience
Investors Group December 2014 - May 2015
RBC Royal Bank February 2004 - November 2014
Skills
Consistently one of the..., RBC top performer, Sales, Mortgage Lending, Refinance, Customer Service, Real Estate, First Time Home Buyers, Investment Properties, Residential Mortgages, Credit, Loans
Education
Red River College
Investors Group December 2014 - May 2015
RBC Royal Bank February 2004 - November 2014
Skills
Consistently one of the..., RBC top performer, Sales, Mortgage Lending, Refinance, Customer Service, Real Estate, First Time Home Buyers, Investment Properties, Residential Mortgages, Credit, Loans
Education
Red River College
Aldrin de Leon CBAP®, PMI-PBA®, LSSGB's Investors Group Experience January 2003 - December 2003
Job
Industry Information Technology and Services
Experience
Alberta Blue Cross May 2008 - Present
URS Flint (now part of URS Corporation) January 2008 - May 2008
IBM Canada Global Services January 2006 - December 2007
Canwest Global Communications Corp, CITG May 2005 - August 2005
Investors Group January 2003 - December 2003
Government of Manitoba May 2001 - December 2002
Skills
Business Analysis, Business Process..., Business Process, Requirements Analysis, Business Process Design, Requirements Gathering, Management, Business Modeling, Process Improvement, Systems Analysis, Workshop Facilitation, Team Leadership, Conceptual Modeling, Context Diagrams, Business Strategy, Business Transformation, SDLC, Enterprise Architecture, Business Requirements, Integration
Education
Red River College 2004 — 2005
Diploma (Honours), Business Technology Management
University of Manitoba 1997 — 2002
Engineer's Degree, Engineering
Alberta Blue Cross May 2008 - Present
URS Flint (now part of URS Corporation) January 2008 - May 2008
IBM Canada Global Services January 2006 - December 2007
Canwest Global Communications Corp, CITG May 2005 - August 2005
Investors Group January 2003 - December 2003
Government of Manitoba May 2001 - December 2002
Skills
Business Analysis, Business Process..., Business Process, Requirements Analysis, Business Process Design, Requirements Gathering, Management, Business Modeling, Process Improvement, Systems Analysis, Workshop Facilitation, Team Leadership, Conceptual Modeling, Context Diagrams, Business Strategy, Business Transformation, SDLC, Enterprise Architecture, Business Requirements, Integration
Education
Red River College 2004 — 2005
Diploma (Honours), Business Technology Management
University of Manitoba 1997 — 2002
Engineer's Degree, Engineering
Taylor Goulden Taylor Goulden's Investors Group Experience April 2013 - Present
Job Financial Advisor Focused on Wealth Management
Industry Financial Services
Experience
Investors Group April 2013 - Present
Skills
Teamwork, Leadership, Finance, Team Building, Analysis, Time Management, Customer Service, Microsoft Excel, Strategic Planning, Financial Planning, Investments, Strategic Financial..., Critical Thinking, Personal Financial..., Life Insurance, Disability Insurance, Mutual Funds, PowerPoint, Public Speaking, Management, Microsoft Office, Research, Problem Solving, Money Management, Permanent Life Insurance, Estate Planning
Education
Financial Planning Standards Council 2014 — 2016
Certified Financial Planning Designation (CFP)
Northern Alberta Institute of Technology
Bachelor of Business Administration Degree, Finance, 3.9
Canadian Securities Institute
Canadian Securities Course, Finance, General
Investors Group April 2013 - Present
Skills
Teamwork, Leadership, Finance, Team Building, Analysis, Time Management, Customer Service, Microsoft Excel, Strategic Planning, Financial Planning, Investments, Strategic Financial..., Critical Thinking, Personal Financial..., Life Insurance, Disability Insurance, Mutual Funds, PowerPoint, Public Speaking, Management, Microsoft Office, Research, Problem Solving, Money Management, Permanent Life Insurance, Estate Planning
Education
Financial Planning Standards Council 2014 — 2016
Certified Financial Planning Designation (CFP)
Northern Alberta Institute of Technology
Bachelor of Business Administration Degree, Finance, 3.9
Canadian Securities Institute
Canadian Securities Course, Finance, General
Olha Sorokivska's Investors Group Experience September 2012 - December 2012
Job
Industry Human Resources
Experience
Investors Group September 2012 - December 2012
Nestle Business Services Europe (NBS EUR) March 2011 - December 2011
Canadian Federal Parliament September 2010 - November 2010
Lviv City Council October 2008 - July 2010
Skills
HRIS, Employee Relations, Personnel Management, Human Resources, Teamwork, Time Management, PowerPoint, Management, Critical Thinking, Organizational..., English, Microsoft Word, Team Leadership, Project Management, Social Media, Team Management, Economics, Leadership, Translation, Strategic Planning, Training, Performance Management, Recruiting, Policy, Talent Management, New Hire Orientations
Education
Seneca College of Applied Arts and Technology 2012 — 2013
Graduate Certificate
Seneca College of Applied Arts and Technology
Lviv Polytechnic National University 2004 — 2009
Specialist
Investors Group September 2012 - December 2012
Nestle Business Services Europe (NBS EUR) March 2011 - December 2011
Canadian Federal Parliament September 2010 - November 2010
Lviv City Council October 2008 - July 2010
Skills
HRIS, Employee Relations, Personnel Management, Human Resources, Teamwork, Time Management, PowerPoint, Management, Critical Thinking, Organizational..., English, Microsoft Word, Team Leadership, Project Management, Social Media, Team Management, Economics, Leadership, Translation, Strategic Planning, Training, Performance Management, Recruiting, Policy, Talent Management, New Hire Orientations
Education
Seneca College of Applied Arts and Technology 2012 — 2013
Graduate Certificate
Seneca College of Applied Arts and Technology
Lviv Polytechnic National University 2004 — 2009
Specialist
Chris Dant's Investors Group Experience March 2015 - Present
Job Associate Marketing Manager at Investors Group
Industry Entertainment
Experience
Investors Group March 2015 - Present
Winnipeg Jets - True North Sports & Entertainment July 2002 - February 2015
IMAX Theatre at Portage Place 1998 - 2002
WHERE Winnipeg Magazine 1993 - 1998
Skills
Event Management, Public Relations, Sponsorship Sales, Sponsorship, Sports, Sports Management, Sports Marketing, Event Planning, Marketing Strategy, Corporate Communications, Ticket Sales, Customer Service, Media Relations, Archtics, Public Speaking, Sales, Social Media Marketing, Social Networking, Advertising, Brand Development, Integrated Marketing, Entertainment, Marketing, Social Media, Sales Management
Education
Red River College
Business Administration - Marketing
Silver Heights Collegiate Institute
Investors Group March 2015 - Present
Winnipeg Jets - True North Sports & Entertainment July 2002 - February 2015
IMAX Theatre at Portage Place 1998 - 2002
WHERE Winnipeg Magazine 1993 - 1998
Skills
Event Management, Public Relations, Sponsorship Sales, Sponsorship, Sports, Sports Management, Sports Marketing, Event Planning, Marketing Strategy, Corporate Communications, Ticket Sales, Customer Service, Media Relations, Archtics, Public Speaking, Sales, Social Media Marketing, Social Networking, Advertising, Brand Development, Integrated Marketing, Entertainment, Marketing, Social Media, Sales Management
Education
Red River College
Business Administration - Marketing
Silver Heights Collegiate Institute
Dan Neufeld, PFP®'s Investors Group Experience May 2009 - February 2010
Job Financial Planner at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group March 2014 - Present
RBC March 2010 - March 2014
Investors Group May 2009 - February 2010
Skills
Investments, Retirement Planning, Loans, Residential Mortgages, Retail Banking, Small Business Lending, Wealth Management, Financial Planning, Banking, Financial Advisory, Finance, Mutual Funds
Education
Red River College 2006 — 2009
Business Administration, Marketing/Financial Services
IFSE 2009 — 2009
Investments and Securities
Canadian Securities Institute 2011 — 2015
Personal Financial Planner (PFP®), Financial Planning and Services
BMO Financial Group March 2014 - Present
RBC March 2010 - March 2014
Investors Group May 2009 - February 2010
Skills
Investments, Retirement Planning, Loans, Residential Mortgages, Retail Banking, Small Business Lending, Wealth Management, Financial Planning, Banking, Financial Advisory, Finance, Mutual Funds
Education
Red River College 2006 — 2009
Business Administration, Marketing/Financial Services
IFSE 2009 — 2009
Investments and Securities
Canadian Securities Institute 2011 — 2015
Personal Financial Planner (PFP®), Financial Planning and Services
Kristen Streilein Kristen Streilein's Investors Group Experience January 2013 - August 2014
Job Research Analyst at Value Partners Investments
Industry Financial Services
Experience
Value Partners Investments September 2014 - Present
Investors Group January 2013 - August 2014
Cambrian Credit Union November 2011 - December 2012
Skills
Customer Service, Banking, Investments, Timely Decision Making, High Level Of Accuracy, Mutual Funds, Risk Management, Cash Management, Finance, Microsoft Office, Financial Services, Treasury, Bloomberg, Accounting, Wealth Management, Financial Analysis
Education
CFA Institute
Level 2 Candidate
University of Manitoba 2007 — 2012
Bachelor of Commerce (Hons), Finance
Montpellier Business School 2011 — 2011
International Exchange Program, Finance, French, International Marketing
Value Partners Investments September 2014 - Present
Investors Group January 2013 - August 2014
Cambrian Credit Union November 2011 - December 2012
Skills
Customer Service, Banking, Investments, Timely Decision Making, High Level Of Accuracy, Mutual Funds, Risk Management, Cash Management, Finance, Microsoft Office, Financial Services, Treasury, Bloomberg, Accounting, Wealth Management, Financial Analysis
Education
CFA Institute
Level 2 Candidate
University of Manitoba 2007 — 2012
Bachelor of Commerce (Hons), Finance
Montpellier Business School 2011 — 2011
International Exchange Program, Finance, French, International Marketing
Michelle (Beauchamp) Frost Michelle (Beauchamp) Frost's Investors Group Experience 2013 - 2014
Job Branch Administrator/Sales Assistant at Brad Ginet Financial Services Raymond James
Industry Financial Services
Experience
Brad Ginet Financial Services - Raymond James Ltd. June 2015 - Present
Family First Chiropractic and Wellness April 2014 - February 2015
Investors Group 2013 - 2014
Dr. Katherine MacAdam and Associates May 2012 - October 2012
Mudwraps to Manicures June 2011 - June 2012
Skills
Data Entry, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Project, Office Management, Customer Service, Leadership, Social Media, Branch Administration, Strategic Planning, Sales
Education
Mount Saint Vincent University
Brad Ginet Financial Services - Raymond James Ltd. June 2015 - Present
Family First Chiropractic and Wellness April 2014 - February 2015
Investors Group 2013 - 2014
Dr. Katherine MacAdam and Associates May 2012 - October 2012
Mudwraps to Manicures June 2011 - June 2012
Skills
Data Entry, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Project, Office Management, Customer Service, Leadership, Social Media, Branch Administration, Strategic Planning, Sales
Education
Mount Saint Vincent University
Doug Allsebrook Doug Allsebrook's Investors Group Experience 2014 - Present
Job Financial advisor, focusing on wealth creation for Canadians with Investors Group
Industry Marketing and Advertising
Experience
Investors Group 2014 - Present
sanofi-aventis 2003 - 2012
Sanofi-Synthelabo 2001 - 2002
Sudler & Hennessey 1999 - 2001
Remtulla + Associates Inc. 1994 - 1999
Remtulla + Associates 1992 - 1994
Skills
Microsoft Office, Pharmaceutical..., Pharmaceutical Sales, Sales Effectiveness, Pharmaceutical Industry, Diabetes, Hypertension, Nephrology, Cardiology, Neurology, Ophthalmology, Endocrinology, Dermatology, Gastroenterology, Infectious Diseases, Market Analysis, Marketing Strategy, Tactical Planning, Big-picture Thinking, Highly detail oriented, Positive Can-do Attitude, High level of initiative, Writing, Newsletters, iWork, Sales Operations, Hospital Sales, Product Launch, Therapeutic Areas
Education
Queen's University 1990 — 1992
MBA
St. Lawrence College - Kingston 1984 — 1986
Diploma
Queen's University 1977 — 1981
B.Sc.
Investors Group 2014 - Present
sanofi-aventis 2003 - 2012
Sanofi-Synthelabo 2001 - 2002
Sudler & Hennessey 1999 - 2001
Remtulla + Associates Inc. 1994 - 1999
Remtulla + Associates 1992 - 1994
Skills
Microsoft Office, Pharmaceutical..., Pharmaceutical Sales, Sales Effectiveness, Pharmaceutical Industry, Diabetes, Hypertension, Nephrology, Cardiology, Neurology, Ophthalmology, Endocrinology, Dermatology, Gastroenterology, Infectious Diseases, Market Analysis, Marketing Strategy, Tactical Planning, Big-picture Thinking, Highly detail oriented, Positive Can-do Attitude, High level of initiative, Writing, Newsletters, iWork, Sales Operations, Hospital Sales, Product Launch, Therapeutic Areas
Education
Queen's University 1990 — 1992
MBA
St. Lawrence College - Kingston 1984 — 1986
Diploma
Queen's University 1977 — 1981
B.Sc.
David Thibideau David Thibideau's Investors Group Experience September 2001 - November 2005
Job Senior Associate, Consulting and Deals at PwC Canada
Industry Banking
Experience
PwC Canada January 2015 - Present
Meridian Credit Union March 2013 - August 2014
TD July 2012 - September 2012
TD August 2010 - July 2012
Investors Group September 2001 - November 2005
Skills
Management, Impact and Influence, Experienced People..., Build Strong..., Communication, Cross-functional Team..., Strategic Consulting, Change Management, Project Management, Experienced Sales..., Multi Tasking, Self Starter, Positive Team Player, Analytical Reasoning, Strategic Thinking, Strategic Leadership, Personal Finance, Business Analysis, Business Process..., Sales Management, Cross Functional..., Sales, Marketing, Leadership, Credit, Relationship Management, Banking, Financial Services, Finance
Education
McMaster University 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
McMaster University 1997 — 2001
Bachelor of Arts (B.A.), History
PwC Canada January 2015 - Present
Meridian Credit Union March 2013 - August 2014
TD July 2012 - September 2012
TD August 2010 - July 2012
Investors Group September 2001 - November 2005
Skills
Management, Impact and Influence, Experienced People..., Build Strong..., Communication, Cross-functional Team..., Strategic Consulting, Change Management, Project Management, Experienced Sales..., Multi Tasking, Self Starter, Positive Team Player, Analytical Reasoning, Strategic Thinking, Strategic Leadership, Personal Finance, Business Analysis, Business Process..., Sales Management, Cross Functional..., Sales, Marketing, Leadership, Credit, Relationship Management, Banking, Financial Services, Finance
Education
McMaster University 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General
McMaster University 1997 — 2001
Bachelor of Arts (B.A.), History
David Alpert's Investors Group Experience February 2005 - September 2009
Job Development Manager, Connectivity Winnipeg at KORE Wireless
Industry Computer Software
Experience
KORE Wireless May 2015 - Present
KORE Systems Group February 2014 - May 2015
Price Industries February 2013 - January 2014
Price Industries September 2009 - February 2013
Bundl.it 2009 - 2010
Spin the Moose Media April 1997 - December 2009
Investors Group February 2005 - September 2009
AIDS Vancouver September 2001 - September 2003
Skills
ASP.NET, Test Driven Development, Microsoft SQL Server, TDD, JavaScript, Usability, CMS, User Experience, MySQL, CSS, Information Architecture
Education
Menno Simons College 1999 — 2000
Peace Studies and Conflict Resolution
McMaster University 1994 — 1998
B.Sc., Computer Science
KORE Wireless May 2015 - Present
KORE Systems Group February 2014 - May 2015
Price Industries February 2013 - January 2014
Price Industries September 2009 - February 2013
Bundl.it 2009 - 2010
Spin the Moose Media April 1997 - December 2009
Investors Group February 2005 - September 2009
AIDS Vancouver September 2001 - September 2003
Skills
ASP.NET, Test Driven Development, Microsoft SQL Server, TDD, JavaScript, Usability, CMS, User Experience, MySQL, CSS, Information Architecture
Education
Menno Simons College 1999 — 2000
Peace Studies and Conflict Resolution
McMaster University 1994 — 1998
B.Sc., Computer Science
Rhonda Richter Rhonda Richter's Investors Group Experience April 2005 - September 2012
Job CEO at Sp'Oil Yourself with YLEO
Industry Alternative Medicine
Experience
Sp'Oil Yourself with YLEO September 2014 - Present
Government of Manitoba August 2014 - Present
Government of Manitoba November 2012 - August 2014
Government of Manitoba October 2012 - November 2012
Investors Group April 2005 - September 2012
Nestle-Midwest Food Products May 1993 - February 2005
Midwest Food Products Inc January 1997 - January 2005
Midwest Food Products Inc March 1995 - December 1996
Midwest Food Products Inc May 1993 - March 1995
Simplot Canada January 1991 - May 1993
Skills
Travel Arrangements, Administrative..., Confidentiality, Outlook, Spreadsheets, Office Management, Data Entry, File Management, Office Administration, Expenses, Fax, Administrative..., Software Documentation, Payroll, Policy, Accounts Payable, Project Management, Strategic Planning, Accounts Receivable, Administration
Education
Red River College 2011 — 2013
Diploma, working towards Accounting Certificate
Assiniboine Community College 1988 — 1989
Medical Secretary Diploma, Medical Administrative/Executive Assistant and Medical Secretary
Grandview K-12 1975 — 1988
Sp'Oil Yourself with YLEO September 2014 - Present
Government of Manitoba August 2014 - Present
Government of Manitoba November 2012 - August 2014
Government of Manitoba October 2012 - November 2012
Investors Group April 2005 - September 2012
Nestle-Midwest Food Products May 1993 - February 2005
Midwest Food Products Inc January 1997 - January 2005
Midwest Food Products Inc March 1995 - December 1996
Midwest Food Products Inc May 1993 - March 1995
Simplot Canada January 1991 - May 1993
Skills
Travel Arrangements, Administrative..., Confidentiality, Outlook, Spreadsheets, Office Management, Data Entry, File Management, Office Administration, Expenses, Fax, Administrative..., Software Documentation, Payroll, Policy, Accounts Payable, Project Management, Strategic Planning, Accounts Receivable, Administration
Education
Red River College 2011 — 2013
Diploma, working towards Accounting Certificate
Assiniboine Community College 1988 — 1989
Medical Secretary Diploma, Medical Administrative/Executive Assistant and Medical Secretary
Grandview K-12 1975 — 1988
Jen Goertzen's Investors Group Experience February 2015 - June 2015
Job UX Designer at iQmetrix
Industry Graphic Design
Experience
iQmetrix June 2015 - Present
Investors Group February 2015 - June 2015
Tipping Canoe April 2011 - February 2015
National Leasing April 2010 - September 2010
Skills
User Experience Design, User Interface Design, Mobile Interface Design, Graphic Design, Web Design, Adobe Creative Suite, Typography, Illustration, Photoshop, CSS, Logo Design, InDesign, Corporate Identity
Education
The University of Winnipeg 2012 — 2018
Bachelor's Degree, Branding & Communications
Red River College 2010 — 2011
Advanced Graphic Design
Red River College 2008 — 2010
Graphic Design
iQmetrix June 2015 - Present
Investors Group February 2015 - June 2015
Tipping Canoe April 2011 - February 2015
National Leasing April 2010 - September 2010
Skills
User Experience Design, User Interface Design, Mobile Interface Design, Graphic Design, Web Design, Adobe Creative Suite, Typography, Illustration, Photoshop, CSS, Logo Design, InDesign, Corporate Identity
Education
The University of Winnipeg 2012 — 2018
Bachelor's Degree, Branding & Communications
Red River College 2010 — 2011
Advanced Graphic Design
Red River College 2008 — 2010
Graphic Design
Jessica Smyth Jessica Smyth's Investors Group Experience September 2011 - Present
Job Consultant at Investors Group
Industry Financial Services
Experience
Investors Group September 2011 - Present
Mohawk Students Association April 2010 - May 2011
Simply Ballroom & Latin Studios October 2010 - March 2011
DanceScape Corporation September 2006 - October 2009
Joy of Dance Studio August 2006 - September 2008
Skills
Strategic Financial..., Investments, Retirement Planning, Insurance, Mutual Funds, Banking, Financial Analysis, Portfolio Management, Asset Managment, Credit, Finance, Mortgage Lending
Education
IFSE Institute 2011 — 2011
Mohawk College 2009 — 2011
Diploma, Financial Services
Mohawk College 2004 — 2006
Diploma, Law and Security Administration
Investors Group September 2011 - Present
Mohawk Students Association April 2010 - May 2011
Simply Ballroom & Latin Studios October 2010 - March 2011
DanceScape Corporation September 2006 - October 2009
Joy of Dance Studio August 2006 - September 2008
Skills
Strategic Financial..., Investments, Retirement Planning, Insurance, Mutual Funds, Banking, Financial Analysis, Portfolio Management, Asset Managment, Credit, Finance, Mortgage Lending
Education
IFSE Institute 2011 — 2011
Mohawk College 2009 — 2011
Diploma, Financial Services
Mohawk College 2004 — 2006
Diploma, Law and Security Administration
Larry Waldron Larry Waldron's Investors Group Experience August 2004 - February 2007
Job
Industry Restaurants
Experience
Independent Herbalife Distributor March 2012 - July 2012
Sun Life Financial January 2009 - October 2010
Fit for Life Foods February 2007 - November 2007
Investors Group August 2004 - February 2007
Dairy Queen Canada Inc. November 1985 - November 2003
Dairy Queen Canada Inc. November 1978 - October 1985
Skills
Financial Analysis, Staff Training, Restaurant Management, Insurance, Long Term Care, Mentoring, Customer Service, Business Planning, Budgeting, Problem Solving, Team Building, Operations Management, Public Speaking, Supervisory Skills, Excel, Word, Microsoft Office, PowerPoint
Education
Nipissing University 1977 — 1978
BEd.
University of Waterloo 1973 — 1976
BSc.
Independent Herbalife Distributor March 2012 - July 2012
Sun Life Financial January 2009 - October 2010
Fit for Life Foods February 2007 - November 2007
Investors Group August 2004 - February 2007
Dairy Queen Canada Inc. November 1985 - November 2003
Dairy Queen Canada Inc. November 1978 - October 1985
Skills
Financial Analysis, Staff Training, Restaurant Management, Insurance, Long Term Care, Mentoring, Customer Service, Business Planning, Budgeting, Problem Solving, Team Building, Operations Management, Public Speaking, Supervisory Skills, Excel, Word, Microsoft Office, PowerPoint
Education
Nipissing University 1977 — 1978
BEd.
University of Waterloo 1973 — 1976
BSc.
April Ho, CA, CBV April Ho, CA, CBV's Investors Group Experience April 2014 - Present
Job Manager, Mortgage Banking Operations at Investors Group
Industry Banking
Experience
Investors Group April 2014 - Present
KPMG Corporate Finance October 2011 - March 2014
KPMG Corporate Finance January 2010 - September 2011
KPMG LLP October 2008 - December 2009
KPMG LLP September 2006 - September 2008
Skills
Due Diligence, Corporate Finance, Mergers & Acquisitions, Mergers, Valuation, Divestitures, Financial Analysis, Securitization, Debt & Equity Financing
Education
Queen's University 2002 — 2006
BComm, Commerce
Canadian Institute of Chartered Business Valuators (CICBV)
Chartered Business Valuator (CBV) Designation
Canadian Institute of Chartered Accountants
Chartered Accoutant (CA) Designation
Investors Group April 2014 - Present
KPMG Corporate Finance October 2011 - March 2014
KPMG Corporate Finance January 2010 - September 2011
KPMG LLP October 2008 - December 2009
KPMG LLP September 2006 - September 2008
Skills
Due Diligence, Corporate Finance, Mergers & Acquisitions, Mergers, Valuation, Divestitures, Financial Analysis, Securitization, Debt & Equity Financing
Education
Queen's University 2002 — 2006
BComm, Commerce
Canadian Institute of Chartered Business Valuators (CICBV)
Chartered Business Valuator (CBV) Designation
Canadian Institute of Chartered Accountants
Chartered Accoutant (CA) Designation
Nick Bakish Nick Bakish's Investors Group Experience September 2002 - 2015
Job Director, Wealth Management, Investment Advisor at Richardson GMP at Richardson GMP
Industry Financial Services
Experience
Richardson GMP September 2015 - Present
Investors Group September 2002 - 2015
Viacom July 2002 - August 2002
Kruger Inc. Montreal QC January 1998 - January 1999
Skills
Strategic Financial..., Estate Planning, Financial Planners, Mutual Funds, Retirement Planning, Wealth, Investments, Financial Planning, Asset Allocation, Investment Strategies, Finance, Wealth Management, Financial Advisory, Savings, High Net Worth..., Financial Services, Fixed Annuities, Investment Advisory, Portfolio Management, Insurance, Pensions, Financial Analysis, Segregated Funds, Retirement Savings, Small Business, Trusts, Saving for Education, Asset Management, Inheritance Tax Planning, Retirement, Personal Finance, Succession Planning, Employee Benefits, Wealth Accumulation, Income Protection, Wealth Management..., Securities, Investment Management, Insurance Planning, Retirement Income..., Long Term Care, Charitable Giving, Annuities, Disability Insurance, Financial Advice, Special Needs Planning, Long-term Care, Group Benefits, Critical Illness
Education
CFA Institute 2010 2008 — 2010
Chartered Financial Analyst®
Trust & Estate Practitioner designation 2008 2008 — 2008
TEP
Certified Financial Planner Designation 2007 2003 — 2007
Financial Planning Standards Council
Chartered Life Underwriter designation 2006 2006 — 2006
CLU
Financial Planner designation 2006 2003 — 2006
Financial Planner (F.Pl.)
McGill University 1999 — 2002
B.Comm
Richardson GMP September 2015 - Present
Investors Group September 2002 - 2015
Viacom July 2002 - August 2002
Kruger Inc. Montreal QC January 1998 - January 1999
Skills
Strategic Financial..., Estate Planning, Financial Planners, Mutual Funds, Retirement Planning, Wealth, Investments, Financial Planning, Asset Allocation, Investment Strategies, Finance, Wealth Management, Financial Advisory, Savings, High Net Worth..., Financial Services, Fixed Annuities, Investment Advisory, Portfolio Management, Insurance, Pensions, Financial Analysis, Segregated Funds, Retirement Savings, Small Business, Trusts, Saving for Education, Asset Management, Inheritance Tax Planning, Retirement, Personal Finance, Succession Planning, Employee Benefits, Wealth Accumulation, Income Protection, Wealth Management..., Securities, Investment Management, Insurance Planning, Retirement Income..., Long Term Care, Charitable Giving, Annuities, Disability Insurance, Financial Advice, Special Needs Planning, Long-term Care, Group Benefits, Critical Illness
Education
CFA Institute 2010 2008 — 2010
Chartered Financial Analyst®
Trust & Estate Practitioner designation 2008 2008 — 2008
TEP
Certified Financial Planner Designation 2007 2003 — 2007
Financial Planning Standards Council
Chartered Life Underwriter designation 2006 2006 — 2006
CLU
Financial Planner designation 2006 2003 — 2006
Financial Planner (F.Pl.)
McGill University 1999 — 2002
B.Comm
Hannah Hinds's Investors Group Experience May 2013 - May 2015
Job Administrative Assistant
Industry Financial Services
Experience
Investors Group May 2013 - May 2015
Investors Group May 2013 - May 2015
CIBC December 2006 - May 2013
RBC November 1998 - July 2006
Perth's Drycleaners August 1995 - November 1998
Skills
Time Management, Team Management, Customer Service, Banking, Microsoft Excel, Microsoft Office, Retail Banking, Finance, Teamwork, Spreadsheets, Financial Services, Microsoft Word, Investments, Team Leadership, Leadership, Newsletters, Process Improvement
Education
Parkersburg Bible College 1994 — 1996
Associate’s Degree, Christian Studies
Daniel McIntyre collegiate
High School/Secondary Diplomas and Certificates
Parkersburg Bible College
Christian Education, Education
Red River College
Early Childhood Education, Education
Investors Group May 2013 - May 2015
Investors Group May 2013 - May 2015
CIBC December 2006 - May 2013
RBC November 1998 - July 2006
Perth's Drycleaners August 1995 - November 1998
Skills
Time Management, Team Management, Customer Service, Banking, Microsoft Excel, Microsoft Office, Retail Banking, Finance, Teamwork, Spreadsheets, Financial Services, Microsoft Word, Investments, Team Leadership, Leadership, Newsletters, Process Improvement
Education
Parkersburg Bible College 1994 — 1996
Associate’s Degree, Christian Studies
Daniel McIntyre collegiate
High School/Secondary Diplomas and Certificates
Parkersburg Bible College
Christian Education, Education
Red River College
Early Childhood Education, Education
Kalimukwa Sinyama's Investors Group Experience January 2012 - Present
Job Senior Systems Architect at Investors Group
Industry Information Technology and Services
Experience
Investors Group January 2012 - Present
Canadian Institute of Management - Manitoba October 2014 - Present
Springs 2005 - 2013
Great-West Life October 2009 - January 2012
Great-West Life December 2006 - 2009
MTS Allstream May 2006 - August 2006
Zambia Revenue Authority April 2001 - April 2005
Zambia Sugar June 1998 - April 2001
Skills
VMware, Active Directory, Virtualization, IT Management, VMware Infrastructure, HP, Hardware, Disaster Recovery, ITIL, System Administration, Architecture, Solution Architecture, Enterprise Architecture, Data Center, Integration, Databases, Linux, System Architecture, Enterprise Software, Network Administration, Software Development, Infrastructure, VMware ESX, Windows Server
Education
University of Manitoba 2009 — 2011
Certified in Management, CIM
Red River College 2005 — 2006
Information Systems Technology
University of South Africa/Universiteit van Suid-Afrika 2003 — 2005
George Benson Christian College 1997 — 1998
Investors Group January 2012 - Present
Canadian Institute of Management - Manitoba October 2014 - Present
Springs 2005 - 2013
Great-West Life October 2009 - January 2012
Great-West Life December 2006 - 2009
MTS Allstream May 2006 - August 2006
Zambia Revenue Authority April 2001 - April 2005
Zambia Sugar June 1998 - April 2001
Skills
VMware, Active Directory, Virtualization, IT Management, VMware Infrastructure, HP, Hardware, Disaster Recovery, ITIL, System Administration, Architecture, Solution Architecture, Enterprise Architecture, Data Center, Integration, Databases, Linux, System Architecture, Enterprise Software, Network Administration, Software Development, Infrastructure, VMware ESX, Windows Server
Education
University of Manitoba 2009 — 2011
Certified in Management, CIM
Red River College 2005 — 2006
Information Systems Technology
University of South Africa/Universiteit van Suid-Afrika 2003 — 2005
George Benson Christian College 1997 — 1998
Emeka Ubani, CFA's Investors Group Experience July 2001 - October 2005
Job Senior Analyst Global Product Strategy at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2013 - Present
Franklin Templeton Investments December 2012 - Present
Franklin Templeton Investments December 2010 - December 2012
Franklin Templeton Investments February 2010 - January 2011
Franklin Templeton Investments February 2008 - March 2010
RBC Royal Bank October 2005 - February 2008
Investors Group July 2001 - October 2005
Skills
Mutual Funds, Financial Analysis, Finance, Capital Markets, Investment Strategies, Portfolio Management, Analysis, Financial Modeling, Derivatives, Investments, Equities, Fixed Income, Financial Services, Asset Management, Bloomberg, Valuation, Financial Planning
Education
Rotman School of Management 2011 — 2013
Masters of Finance
McGill University 1997 — 2000
Bachelor of Science, Microbiology & Immunology
CFA Institute
CFA Institute
Franklin Templeton Investments August 2013 - Present
Franklin Templeton Investments December 2012 - Present
Franklin Templeton Investments December 2010 - December 2012
Franklin Templeton Investments February 2010 - January 2011
Franklin Templeton Investments February 2008 - March 2010
RBC Royal Bank October 2005 - February 2008
Investors Group July 2001 - October 2005
Skills
Mutual Funds, Financial Analysis, Finance, Capital Markets, Investment Strategies, Portfolio Management, Analysis, Financial Modeling, Derivatives, Investments, Equities, Fixed Income, Financial Services, Asset Management, Bloomberg, Valuation, Financial Planning
Education
Rotman School of Management 2011 — 2013
Masters of Finance
McGill University 1997 — 2000
Bachelor of Science, Microbiology & Immunology
CFA Institute
CFA Institute
Karen Hajdur's Investors Group Experience May 2009 - Present
Job Consultant at Investors Group
Industry Financial Services
Experience
Investors Group May 2009 - Present
Communicare Inc. June 2007 - February 2009
BCD Travel 1989 - 2006
Skills
Investments, Management, Insurance, Coaching, Leadership, Employee Engagement, Change Management, Marketing, Leadership Development, Project Management, Business Development, Fundraising, Relationship Management, New Business Development, Business Strategy, Strategic Planning, Business Planning, Account Management, Business Analysis, Team Building, Negotiation, Project Planning, Strategy, Human Resources, Recruiting, Management Consulting, Organizational..., Strategic Financial..., Training, Risk Management, Business Process..., Financial Planning
Education
McMaster University 1979 — 1982
Hon BA, English
Investors Group May 2009 - Present
Communicare Inc. June 2007 - February 2009
BCD Travel 1989 - 2006
Skills
Investments, Management, Insurance, Coaching, Leadership, Employee Engagement, Change Management, Marketing, Leadership Development, Project Management, Business Development, Fundraising, Relationship Management, New Business Development, Business Strategy, Strategic Planning, Business Planning, Account Management, Business Analysis, Team Building, Negotiation, Project Planning, Strategy, Human Resources, Recruiting, Management Consulting, Organizational..., Strategic Financial..., Training, Risk Management, Business Process..., Financial Planning
Education
McMaster University 1979 — 1982
Hon BA, English
Deb Weiske's Investors Group Experience 2012 - 2013
Job SAP HR Consultant at Solvera Solutions
Industry Information Technology and Services
Experience
Solvera July 2008 - Present
Investors Group 2012 - 2013
CSC April 2007 - July 2008
MTS Allstream March 2001 - February 2007
Skills
SAP HR, ABAP, SAPScript, SAP R/3, SAP, ESS, Business Intelligence, SAP Implementation
Education
Red River College
Solvera July 2008 - Present
Investors Group 2012 - 2013
CSC April 2007 - July 2008
MTS Allstream March 2001 - February 2007
Skills
SAP HR, ABAP, SAPScript, SAP R/3, SAP, ESS, Business Intelligence, SAP Implementation
Education
Red River College
Lisa Case's Investors Group Experience 2002 - 2002
Job Educational Assistant at Red River College
Industry Information Technology and Services
Experience
Red River College August 2008 - Present
Viterra 2001 - 2008
Agricore United 2002 - 2007
Investors Group 2002 - 2002
Winnipeg School Division 1992 - 1997
Canadian Pacific Forest Products 1984 - 1988
Skills
HTML, PowerPoint, Java, Technical Writing, Windows, Microsoft SQL Server, Research, Systems Analysis, Microsoft Word, Business Analysis, Team Leadership, Microsoft Office, Public Speaking, Programming, Coaching, Nonprofits, Project Management, COBOL, User Interface Design, Classroom, Special Education, Process Improvement, Training, Adult Education, Customer Service
Education
Red River College 2000 — 2001
Computer Programmer/Analyst Diploma
University of Manitoba 1982 — 1988
Arts, English/Psychology
Red River College August 2008 - Present
Viterra 2001 - 2008
Agricore United 2002 - 2007
Investors Group 2002 - 2002
Winnipeg School Division 1992 - 1997
Canadian Pacific Forest Products 1984 - 1988
Skills
HTML, PowerPoint, Java, Technical Writing, Windows, Microsoft SQL Server, Research, Systems Analysis, Microsoft Word, Business Analysis, Team Leadership, Microsoft Office, Public Speaking, Programming, Coaching, Nonprofits, Project Management, COBOL, User Interface Design, Classroom, Special Education, Process Improvement, Training, Adult Education, Customer Service
Education
Red River College 2000 — 2001
Computer Programmer/Analyst Diploma
University of Manitoba 1982 — 1988
Arts, English/Psychology
Lisa Beutel's Investors Group Experience September 2007 - April 2014
Job Sales Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial June 2014 - Present
Investors Group September 2007 - April 2014
Skills
Insurance, Strategic Financial..., Employee Benefits, Financial Services, Mutual Funds, Investments, Retirement, Wealth Management, Financial Planners, Financial Advisory, Financial Planning, Investment Strategies, Estate Planning, Management
Education
McGill University 1988 — 1992
Bachelor of Arts (B.A.)
Sun Life Financial June 2014 - Present
Investors Group September 2007 - April 2014
Skills
Insurance, Strategic Financial..., Employee Benefits, Financial Services, Mutual Funds, Investments, Retirement, Wealth Management, Financial Planners, Financial Advisory, Financial Planning, Investment Strategies, Estate Planning, Management
Education
McGill University 1988 — 1992
Bachelor of Arts (B.A.)
Emrana Haque's Investors Group Experience 2014 - Present
Job Consultant at Investors Group
Industry Financial Services
Experience
Investors Group 2014 - Present
GE Capital - Working Capital Solutions 2008 - Present
Dhaka Bank Limited 2004 - 2007
Citi 2001 - 2004
Scotiabank 1999 - 2001
Societe Generale 1998 - 1999
IPDC of Bangladesh Limited 1995 - 1998
Social Marketing Company (USAID Project) 1992 - 1995
Skills
Credit Risk, Risk Management, Credit, Credit Analysis, Portfolio Management, Banking, Financial Modeling, Commercial Banking, Financial Risk, Corporate Finance, Capital Markets, Loans, Basel II, Investment Banking, Financial Analysis, Finance, Management, Retail Banking, Relationship Management
Education
Royal Roads University 2001 — 2003
MBA, Digital Technology Management
Institute of Business Administration 1988 — 1992
MBA, Finance
Investors Group 2014 - Present
GE Capital - Working Capital Solutions 2008 - Present
Dhaka Bank Limited 2004 - 2007
Citi 2001 - 2004
Scotiabank 1999 - 2001
Societe Generale 1998 - 1999
IPDC of Bangladesh Limited 1995 - 1998
Social Marketing Company (USAID Project) 1992 - 1995
Skills
Credit Risk, Risk Management, Credit, Credit Analysis, Portfolio Management, Banking, Financial Modeling, Commercial Banking, Financial Risk, Corporate Finance, Capital Markets, Loans, Basel II, Investment Banking, Financial Analysis, Finance, Management, Retail Banking, Relationship Management
Education
Royal Roads University 2001 — 2003
MBA, Digital Technology Management
Institute of Business Administration 1988 — 1992
MBA, Finance
Allison Kierce's Investors Group Experience May 2010 - July 2013
Job JA of South Central PA
Industry Nonprofit Organization Management
Experience
Junior Achievement of South Central PA January 2015 - Present
Junior Achievement of South Central PA March 2014 - January 2015
Investors Group May 2010 - July 2013
National Watch and Clock Museum August 2004 - December 2006
Boston Capital September 1989 - December 1994
Skills
Strategic Planning, Marketing, Budgets, Marketing Strategy, Account Management, Customer Service, Microsoft Excel, Management, Business Planning, Microsoft Office, Event Planning, Marketing Communications, Selling, Public Speaking, Negotiation, Investment Properties, Product Marketing, Leadership, Team Building
Education
Nichols College 1985 — 1989
Bachelor of Science (BS), Marketing
Junior Achievement of South Central PA January 2015 - Present
Junior Achievement of South Central PA March 2014 - January 2015
Investors Group May 2010 - July 2013
National Watch and Clock Museum August 2004 - December 2006
Boston Capital September 1989 - December 1994
Skills
Strategic Planning, Marketing, Budgets, Marketing Strategy, Account Management, Customer Service, Microsoft Excel, Management, Business Planning, Microsoft Office, Event Planning, Marketing Communications, Selling, Public Speaking, Negotiation, Investment Properties, Product Marketing, Leadership, Team Building
Education
Nichols College 1985 — 1989
Bachelor of Science (BS), Marketing
James MacEwan's Investors Group Experience May 2012 - Present
Job Associate Manager, System Development Tools and Methods
Industry Information Services
Experience
Investors Group May 2012 - Present
London life / Great-West Lifeco Inc 2008 - April 2012
Canada Life 2008 - April 2012
Investors Group 1998 - April 2012
University of Winnipeg May 2005 - December 2010
Rescom October 1997 - February 1998
Online Business Systems April 1996 - September 1997
Iris Systems Inc September 1990 - March 1996
Skills
Web Applications, Java, System Architecture, Spring, Software Development, Architecture, Agile Methodologies, Enterprise Architecture, Web Development, SDLC, Object Oriented Design, Visual Basic, SOA, Java Enterprise Edition, Requirements Gathering, JSP, Spring Framework
Education
McGill University 1981 — 1986
B.Eng, Electrical Engineering (Computer Minor)
Tuxedo Shaftesbury High School 1977 — 1981
High School Diploma
Investors Group May 2012 - Present
London life / Great-West Lifeco Inc 2008 - April 2012
Canada Life 2008 - April 2012
Investors Group 1998 - April 2012
University of Winnipeg May 2005 - December 2010
Rescom October 1997 - February 1998
Online Business Systems April 1996 - September 1997
Iris Systems Inc September 1990 - March 1996
Skills
Web Applications, Java, System Architecture, Spring, Software Development, Architecture, Agile Methodologies, Enterprise Architecture, Web Development, SDLC, Object Oriented Design, Visual Basic, SOA, Java Enterprise Edition, Requirements Gathering, JSP, Spring Framework
Education
McGill University 1981 — 1986
B.Eng, Electrical Engineering (Computer Minor)
Tuxedo Shaftesbury High School 1977 — 1981
High School Diploma
Shari Carroll's Investors Group Experience September 2000 - May 2013
Job Region Coordinator at Investors Group
Industry Financial Services
Experience
Investors Group September 2000 - May 2013
Skills
Wealth Management
Education
McMaster University
Investors Group September 2000 - May 2013
Skills
Wealth Management
Education
McMaster University
Jason Pruden-Shebaylo's Investors Group Experience Senior Systems ArchitectInvestors Group - Canada2000 - Present
Job Senior Systems Architect at Investors Group
Industry Information Technology and Services
Experience
Investors Group Senior Systems ArchitectInvestors Group - Canada2000 - Present
Auto Administrator Int'l Inc 1992 - 1999
Skills
Enterprise Architecture, System Architecture, Solution Architecture, SOA, Architecture, Application Architecture, SDLC, Software Development, Systems Analysis, TOGAF, Integration, Software Project..., Requirements Gathering, Data Modeling, Requirements Analysis
Education
Red River College 1988 — 1990
Investors Group Senior Systems ArchitectInvestors Group - Canada2000 - Present
Auto Administrator Int'l Inc 1992 - 1999
Skills
Enterprise Architecture, System Architecture, Solution Architecture, SOA, Architecture, Application Architecture, SDLC, Software Development, Systems Analysis, TOGAF, Integration, Software Project..., Requirements Gathering, Data Modeling, Requirements Analysis
Education
Red River College 1988 — 1990
Jeff Kulchycki's Investors Group Experience August 2007 - December 2009
Job Project Manager (Contractor) at Wawanesa Insurance
Industry Information Technology and Services
Experience
Wawanesa Insurance August 2015 - Present
eRAD Consulting Inc. August 2007 - Present
MTS Allstream December 2009 - June 2015
Investors Group August 2007 - December 2009
MTS (Manitoba Telecom Services) December 2005 - August 2007
Protegra October 2004 - August 2007
IQON Financial Inc February 1999 - October 2004
Great-West Life March 1990 - February 1999
Red River College 1988 - 1989
Skills
PMP, Software Project..., Requirements Analysis, Integration, Systems Analysis, Requirements Gathering, SDLC, Solution Architecture, Project Portfolio..., Program Management, Resource Management, Agile Methodologies, Project Delivery, PMO, Business Process, Agile Project Management, Business Process..., Vendor Management, Project Management
Education
Red River College 1985 — 1987
CAP, Computer Analyst/Programmer
University of Manitoba 1982 — 1985
General Science, Computer Science, Statistics
Wawanesa Insurance August 2015 - Present
eRAD Consulting Inc. August 2007 - Present
MTS Allstream December 2009 - June 2015
Investors Group August 2007 - December 2009
MTS (Manitoba Telecom Services) December 2005 - August 2007
Protegra October 2004 - August 2007
IQON Financial Inc February 1999 - October 2004
Great-West Life March 1990 - February 1999
Red River College 1988 - 1989
Skills
PMP, Software Project..., Requirements Analysis, Integration, Systems Analysis, Requirements Gathering, SDLC, Solution Architecture, Project Portfolio..., Program Management, Resource Management, Agile Methodologies, Project Delivery, PMO, Business Process, Agile Project Management, Business Process..., Vendor Management, Project Management
Education
Red River College 1985 — 1987
CAP, Computer Analyst/Programmer
University of Manitoba 1982 — 1985
General Science, Computer Science, Statistics
Chad Wiebe's Investors Group Experience January 2013 - Present
Job Senior Systems Integrator at Investors Group
Industry Computer Software
Experience
Investors Group January 2013 - Present
Investors Group Financial Services Inc. January 2011 - December 2012
Investors Group 2001 - December 2010
Skills
Software Development, Requirements Analysis, Agile Methodologies, Enterprise Architecture, SQL, Business Analysis, SOA, Integration, JavaScript, System Architecture, Java
Education
Red River College 1999 — 2001
Computer Analyst Programmer, Software Development
University of Akita 1995 — 1995
Certificate, Japanese
University of Manitoba 1987 — 1992
Bachelor, Biology, English, Education
Investors Group January 2013 - Present
Investors Group Financial Services Inc. January 2011 - December 2012
Investors Group 2001 - December 2010
Skills
Software Development, Requirements Analysis, Agile Methodologies, Enterprise Architecture, SQL, Business Analysis, SOA, Integration, JavaScript, System Architecture, Java
Education
Red River College 1999 — 2001
Computer Analyst Programmer, Software Development
University of Akita 1995 — 1995
Certificate, Japanese
University of Manitoba 1987 — 1992
Bachelor, Biology, English, Education
Jeff Howie's Investors Group Experience February 2000 - Present
Job Senior Programmer/Analyst/Database Analyst at Investors Group
Industry Financial Services
Experience
Investors Group February 2000 - Present
MPIC (Manitoba Public Insurance) March 1999 - September 1999
Skills
Systems Analysis, Requirements Analysis, SQL, Requirements Gathering, Business Analysis, Data Modeling, Databases, Data Warehousing, Business Intelligence, PL/SQL, ETL, Database Design, Oracle, Database Administration
Education
Red River College 1998 — 2000
CAP Diploma, Computer Programming
Investors Group February 2000 - Present
MPIC (Manitoba Public Insurance) March 1999 - September 1999
Skills
Systems Analysis, Requirements Analysis, SQL, Requirements Gathering, Business Analysis, Data Modeling, Databases, Data Warehousing, Business Intelligence, PL/SQL, ETL, Database Design, Oracle, Database Administration
Education
Red River College 1998 — 2000
CAP Diploma, Computer Programming
Stacy Sheremeta's Investors Group Experience 2008 - 2009
Job Intervention Specialist at Applied Behavioral Services
Industry Individual & Family Services
Experience
Applied Behavioral Services September 2012 - Present
Investors Group 2008 - 2009
Skills
Nonprofits
Education
Nova Southeastern University
Master of Science (M.S.), Counseling Psychology
Nipissing University 2010 — 2011
Bachelor of Education (B.Ed.)
Nipissing University 2003 — 2008
B.Sc.H., Biology
Applied Behavioral Services September 2012 - Present
Investors Group 2008 - 2009
Skills
Nonprofits
Education
Nova Southeastern University
Master of Science (M.S.), Counseling Psychology
Nipissing University 2010 — 2011
Bachelor of Education (B.Ed.)
Nipissing University 2003 — 2008
B.Sc.H., Biology
Melba Belo, CFP's Investors Group Experience 2005 - 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
3i Financial Investment Services Inc. 2009 - Present
Investors Group 2005 - 2008
Equinox Financial Group 1998 - 2000
Skills
Commercial Mortgages, Wealth Management, Mortgage Lending, Strategic Financial..., Critical Illness, Retirement Planning, Estate Planning, Insurance, Refinance, Financial Analysis, Financial Planners, Retirement, Portfolio Management, Residential Mortgages, Debt Consolidation, Teaching, Investments, Risk Management, Banking, Wealth, Pensions
Education
Canadian Institute of Financial Planners
CFP
Investment Funds Institute of Canada
Mutual Fund License
Mindanao State University 1980 — 1983
Bachelor of Science (B.S.) (Magna cum Laude), Businesss Administration, Major in Accounting
LUAC
Insurance License
University of the Philippines
Postgraduate (Units), Economics
3i Financial Investment Services Inc. 2009 - Present
Investors Group 2005 - 2008
Equinox Financial Group 1998 - 2000
Skills
Commercial Mortgages, Wealth Management, Mortgage Lending, Strategic Financial..., Critical Illness, Retirement Planning, Estate Planning, Insurance, Refinance, Financial Analysis, Financial Planners, Retirement, Portfolio Management, Residential Mortgages, Debt Consolidation, Teaching, Investments, Risk Management, Banking, Wealth, Pensions
Education
Canadian Institute of Financial Planners
CFP
Investment Funds Institute of Canada
Mutual Fund License
Mindanao State University 1980 — 1983
Bachelor of Science (B.S.) (Magna cum Laude), Businesss Administration, Major in Accounting
LUAC
Insurance License
University of the Philippines
Postgraduate (Units), Economics
David Petrovic's Investors Group Experience April 1996 - May 1999
Job Senior Manager IT Finance at Loblaw Companies Limited
Industry Food & Beverages
Experience
Loblaw Companies Limited October 2011 - Present
Loblaw Companies Limited June 2011 - October 2011
Loblaw Companies Limited February 2010 - July 2011
Loblaw Companies July 2008 - February 2010
Munich Reinsurance (Canada Life Branch) June 2004 - June 2008
Maritime Life April 2002 - May 2004
Maritime Life July 2000 - April 2002
State Street Bank May 1999 - July 2000
Investors Group April 1996 - May 1999
Skills
Business Process..., Accounting, Business Analysis, Vendor Management, Financial Analysis, Strategy, Finance, Process Improvement, Change Management, Portfolio Management, Investments, Business Process, Analysis, Forecasting, Risk Management, SAP, Management
Education
Certified General Accountants Association of Ontario
CGA
Wilfrid Laurier University 1994 — 1995
Diploma in Accounting, Accounting
McMaster University 1991 — 1994
Bachelor of Arts, Economics
Canadian Institute of Financial Planners
Certified Financial Planner, Financial Planning
Loblaw Companies Limited October 2011 - Present
Loblaw Companies Limited June 2011 - October 2011
Loblaw Companies Limited February 2010 - July 2011
Loblaw Companies July 2008 - February 2010
Munich Reinsurance (Canada Life Branch) June 2004 - June 2008
Maritime Life April 2002 - May 2004
Maritime Life July 2000 - April 2002
State Street Bank May 1999 - July 2000
Investors Group April 1996 - May 1999
Skills
Business Process..., Accounting, Business Analysis, Vendor Management, Financial Analysis, Strategy, Finance, Process Improvement, Change Management, Portfolio Management, Investments, Business Process, Analysis, Forecasting, Risk Management, SAP, Management
Education
Certified General Accountants Association of Ontario
CGA
Wilfrid Laurier University 1994 — 1995
Diploma in Accounting, Accounting
McMaster University 1991 — 1994
Bachelor of Arts, Economics
Canadian Institute of Financial Planners
Certified Financial Planner, Financial Planning
Angelica Roa's Investors Group Experience 2007 - 2008
Job SAP FI & Cash Management Consultant at .
Industry Information Technology and Services
Experience
. March 2009 - Present
Tim Hortons January 2008 - March 2009
Investors Group 2007 - 2008
Direct Energy November 2005 - September 2007
IBM September 2000 - February 2005
Gaz Métro 2001 - 2001
PwC Consulting October 1997 - February 2000
Skills
SAP, Business Process, SAP R/3, Business Analysis, ERP, Cash Management, Business Process..., Consulting, Business Transformation, Integration, Requirements Analysis, Vendor Management, Process Improvement, Management Consulting, SAP Netweaver, Business Intelligence, SAP ERP, Project Management, SAP Implementation, Change Management, Data Migration, Management, SAP FI, Team Leadership, Business Process Design, Technical Solution...
Education
SAP Treasury/Cash Management Conference, Chicago, Oct 2009
Universidad Industrial de Santander
Master's Degree, Software Engineering with emphasis in organizational and systems consulting
Pontificia Universidad Javeriana
Bachelor of Business Administration (B.B.A.), Business Administration
Academy of Culinary Nutrition
Culinary Nutritionist Expert, Foods, Nutrition, and Wellness Studies, General
. March 2009 - Present
Tim Hortons January 2008 - March 2009
Investors Group 2007 - 2008
Direct Energy November 2005 - September 2007
IBM September 2000 - February 2005
Gaz Métro 2001 - 2001
PwC Consulting October 1997 - February 2000
Skills
SAP, Business Process, SAP R/3, Business Analysis, ERP, Cash Management, Business Process..., Consulting, Business Transformation, Integration, Requirements Analysis, Vendor Management, Process Improvement, Management Consulting, SAP Netweaver, Business Intelligence, SAP ERP, Project Management, SAP Implementation, Change Management, Data Migration, Management, SAP FI, Team Leadership, Business Process Design, Technical Solution...
Education
SAP Treasury/Cash Management Conference, Chicago, Oct 2009
Universidad Industrial de Santander
Master's Degree, Software Engineering with emphasis in organizational and systems consulting
Pontificia Universidad Javeriana
Bachelor of Business Administration (B.B.A.), Business Administration
Academy of Culinary Nutrition
Culinary Nutritionist Expert, Foods, Nutrition, and Wellness Studies, General
Allan Brown's Investors Group Experience September 1997 - August 2000
Job Hedge Fund Manager
Industry Investment Management
Experience
Burlington Capital October 2004 - Present
Zinc Capital July 2003 - August 2004
AIC Investments August 2000 - October 2002
Investors Group September 1997 - August 2000
Skills
Economics, Alternative Investments, Hedge Funds, Alternative Assets, Asset Managment, Investment Strategies, Portfolio Management, Equities, Investments, Asset Allocation, Fund Of Funds, Wealth Management..., Investment Advisory, Fixed Income, Mutual Funds
Education
McGill University 1992 — 1994
MBA, Business
Western University 1988 — 1992
Hons. Eco, Economics
Burlington Capital October 2004 - Present
Zinc Capital July 2003 - August 2004
AIC Investments August 2000 - October 2002
Investors Group September 1997 - August 2000
Skills
Economics, Alternative Investments, Hedge Funds, Alternative Assets, Asset Managment, Investment Strategies, Portfolio Management, Equities, Investments, Asset Allocation, Fund Of Funds, Wealth Management..., Investment Advisory, Fixed Income, Mutual Funds
Education
McGill University 1992 — 1994
MBA, Business
Western University 1988 — 1992
Hons. Eco, Economics
Val Snyder's Investors Group Experience April 2015 - Present
Job Retired IGM Architect at Investors Group
Industry Financial Services
Experience
Investors Group April 2015 - Present
Investors Group 2010 - March 2015
Investors Group Financial Services Inc. 2005 - 2010
Investors Group 2001 - 2005
Great-West 1997 - 2001
OpTx2000 1996 - 1997
Civil Service Commission 1988 - 1996
Canadian Wheat Board 1984 - 1988
Skills
System Architecture, Solution Architecture, Enterprise Architecture, Application Architecture
Education
Red River College
Investors Group April 2015 - Present
Investors Group 2010 - March 2015
Investors Group Financial Services Inc. 2005 - 2010
Investors Group 2001 - 2005
Great-West 1997 - 2001
OpTx2000 1996 - 1997
Civil Service Commission 1988 - 1996
Canadian Wheat Board 1984 - 1988
Skills
System Architecture, Solution Architecture, Enterprise Architecture, Application Architecture
Education
Red River College
Charles McKissick's Investors Group Experience January 1995 - April 2002
Job Senior Investment Wholesaler
Industry Investment Management
Experience
Standard Life October 2002 - Present
Investors Group January 1995 - April 2002
World Traveler July 1993 - July 1994
Litton Systems Canada August 1989 - June 1993
Litton Industries 1987 - 1989
Hideaway Pizza 1983 - 1987
Skills
Finance, Mutual Funds, Investments, Strategy, Asset Allocation, Business Development, Retirement Planning, Coaching, Consulting, Financial Advisory, Portfolio Management, Wealth Management, Strategic Financial..., Strategic Planning, Investment Advisory, Financial Services, Relationship Management, Financial Analysis, Risk Management, Investment Strategies, Asset Management, Retirement, Pensions, Asset Managment, Estate Planning, Insurance, Life Insurance, Wealth, Financial Planning
Education
Oklahoma State University 1980 — 1987
BSc, Accounting
CE Donart High School 1976 — 1980
Standard Life October 2002 - Present
Investors Group January 1995 - April 2002
World Traveler July 1993 - July 1994
Litton Systems Canada August 1989 - June 1993
Litton Industries 1987 - 1989
Hideaway Pizza 1983 - 1987
Skills
Finance, Mutual Funds, Investments, Strategy, Asset Allocation, Business Development, Retirement Planning, Coaching, Consulting, Financial Advisory, Portfolio Management, Wealth Management, Strategic Financial..., Strategic Planning, Investment Advisory, Financial Services, Relationship Management, Financial Analysis, Risk Management, Investment Strategies, Asset Management, Retirement, Pensions, Asset Managment, Estate Planning, Insurance, Life Insurance, Wealth, Financial Planning
Education
Oklahoma State University 1980 — 1987
BSc, Accounting
CE Donart High School 1976 — 1980
Phillip Selby's Investors Group Experience May 2013 - September 2013
Job Business Data Analytics; Usawa Program Development, Opportunity Without Borders
Industry Think Tanks
Experience
Bison Transport Inc. 2014 - 2014
Investors Group May 2013 - September 2013
Thorkelson Consulting February 2010 - April 2013
IBM Global Business Services July 1998 - May 2009
CanPay Software Inc September 1997 - January 1998
Manitoba Public Insurance March 1997 - September 1997
McDowell Electric Ltd January 1991 - August 1995
Skills
Data Analysis, Financial Analysis, Project Financials..., Project Coordination, Project Control, Technical Writing, Mentoring, Philanthropy, Political Philosophy, Nonprofits, Program Management, Coaching, Business Strategy, Analysis, Business Analysis, Process Improvement, Business Process, Requirements Analysis, Business Intelligence
Education
Red River College 1996 — 1998
Computer Analyst/Programmer Diploma
Red River College 1987 — 1988
Certificate of Business Accountancy
The University of Winnipeg 1981 — 1985
Bachelor of Arts (BA), Political Science / Justice and Law Enforcement Studies
Bison Transport Inc. 2014 - 2014
Investors Group May 2013 - September 2013
Thorkelson Consulting February 2010 - April 2013
IBM Global Business Services July 1998 - May 2009
CanPay Software Inc September 1997 - January 1998
Manitoba Public Insurance March 1997 - September 1997
McDowell Electric Ltd January 1991 - August 1995
Skills
Data Analysis, Financial Analysis, Project Financials..., Project Coordination, Project Control, Technical Writing, Mentoring, Philanthropy, Political Philosophy, Nonprofits, Program Management, Coaching, Business Strategy, Analysis, Business Analysis, Process Improvement, Business Process, Requirements Analysis, Business Intelligence
Education
Red River College 1996 — 1998
Computer Analyst/Programmer Diploma
Red River College 1987 — 1988
Certificate of Business Accountancy
The University of Winnipeg 1981 — 1985
Bachelor of Arts (BA), Political Science / Justice and Law Enforcement Studies
Peter McMurtry, B.Com, CFA's Investors Group Experience August 2005 - March 2012
Job Financial Writer
Industry Financial Services
Experience
Self March 2012 - Present
Investors Group August 2005 - March 2012
Guardian Capital 2003 - 2005
Scotia Cassels 2001 - 2003
RBC Financial Group 1994 - 2001
TD Canada Trust 1992 - 1994
Skills
Mutual Funds, Wealth Management, Strategic Financial..., Portfolio Management, Investments, Mortgage Lending, Risk Management, Alternative Investments, Capital Markets, Banking, Financial Planners, Derivatives, Financial Advisory, Financial Analysis, Bloomberg, Credit, Investment Management, Equities
Education
Chartered Financial Analyst
CFA
McGill University
Commerce
Self March 2012 - Present
Investors Group August 2005 - March 2012
Guardian Capital 2003 - 2005
Scotia Cassels 2001 - 2003
RBC Financial Group 1994 - 2001
TD Canada Trust 1992 - 1994
Skills
Mutual Funds, Wealth Management, Strategic Financial..., Portfolio Management, Investments, Mortgage Lending, Risk Management, Alternative Investments, Capital Markets, Banking, Financial Planners, Derivatives, Financial Advisory, Financial Analysis, Bloomberg, Credit, Investment Management, Equities
Education
Chartered Financial Analyst
CFA
McGill University
Commerce
Aaron Margolis's Investors Group Experience January 2003 - Present
Job Vice President at Investors Group
Industry Financial Services
Experience
Investors Group January 2003 - Present
Skills
Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Financial Advisory, Strategic Financial..., Investments, Investment Strategies, Portfolio Management
Education
University of Manitoba 1991 — 1993
Masters Business Administration, Marketing
McGill University 1986 — 1990
Bachelor of Commerce (B.Com.), Marketing, International Business
Investors Group January 2003 - Present
Skills
Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Financial Advisory, Strategic Financial..., Investments, Investment Strategies, Portfolio Management
Education
University of Manitoba 1991 — 1993
Masters Business Administration, Marketing
McGill University 1986 — 1990
Bachelor of Commerce (B.Com.), Marketing, International Business
Robert Ben's Investors Group Experience April 2012 - Present
Job Financial Consultant, Investors Group
Industry Investment Management
Experience
Investors Group April 2012 - Present
Robert W Ben Consulting January 2000 - May 2013
Ingram Micro 2000 - 2001
Skills
Retirement Planning, Wealth Management, Investments, Mutual Funds, Pensions, Investment Strategies, Strategic Financial..., Retirement, Financial Planners, Investment Advisory, Portfolio Management, Wealth, Critical Illness, Asset Managment, Financial Services, Estate Planning, Financial Advisory, Risk Management, Financial Modeling, Asset Allocation, Sports Coaching and..., Mortgage Lending, Insurance, Finance
Education
McMaster University 1989 — 1992
BA
The University of Western Ontario
Investors Group April 2012 - Present
Robert W Ben Consulting January 2000 - May 2013
Ingram Micro 2000 - 2001
Skills
Retirement Planning, Wealth Management, Investments, Mutual Funds, Pensions, Investment Strategies, Strategic Financial..., Retirement, Financial Planners, Investment Advisory, Portfolio Management, Wealth, Critical Illness, Asset Managment, Financial Services, Estate Planning, Financial Advisory, Risk Management, Financial Modeling, Asset Allocation, Sports Coaching and..., Mortgage Lending, Insurance, Finance
Education
McMaster University 1989 — 1992
BA
The University of Western Ontario
Benjamin Mathew's Investors Group Experience 2011 - Present
Job Student at McMaster University
Industry Health, Wellness and Fitness
Experience
Investors Group 2011 - Present
Unity Mutual Life Ins. Co. 2010 - 2011
Education
McMaster University 2007 — 2011
Investors Group 2011 - Present
Unity Mutual Life Ins. Co. 2010 - 2011
Education
McMaster University 2007 — 2011
Karen Allardice's Investors Group Experience February 2007 - September 2008
Job Project Manager, Business Transformation and Technology at Government of Manitoba
Industry Information Technology and Services
Experience
Microsoft March 2013 - May 2013
Seccuris Inc. June 2011 - December 2012
Great-West Life September 2008 - June 2011
Investors Group February 2007 - September 2008
Investors Group August 2003 - February 2007
Nygard International November 2001 - April 2003
Skills
Project Management, Business Process, Business Analysis, Requirements Gathering, Team Leadership, Project Delivery, Resource Management, Risk Management, MS Project, Requirements Analysis, Issue Management, Software Project..., Governance, Facilitations, Project Coordination, Information Technology, Project Planning, Integration, Management, Leadership, Business Process..., PMP
Education
Red River College 2006 — 2009
Honours Certificate, Project Management
The University of Winnipeg 1997 — 2001
Bachelor of Arts (BA), Business Administration, Management and Operations
Microsoft March 2013 - May 2013
Seccuris Inc. June 2011 - December 2012
Great-West Life September 2008 - June 2011
Investors Group February 2007 - September 2008
Investors Group August 2003 - February 2007
Nygard International November 2001 - April 2003
Skills
Project Management, Business Process, Business Analysis, Requirements Gathering, Team Leadership, Project Delivery, Resource Management, Risk Management, MS Project, Requirements Analysis, Issue Management, Software Project..., Governance, Facilitations, Project Coordination, Information Technology, Project Planning, Integration, Management, Leadership, Business Process..., PMP
Education
Red River College 2006 — 2009
Honours Certificate, Project Management
The University of Winnipeg 1997 — 2001
Bachelor of Arts (BA), Business Administration, Management and Operations
Tracy Fedoruk's Investors Group Experience June 2012 - November 2012
Job Customer Service Manager Commercial Business Development Strategies and Client Relations at Desjardins
Industry Financial Services
Experience
Desjardins December 2013 - Present
Bank West November 2012 - December 2013
Investors Group June 2012 - November 2012
MGI Financial November 2010 - April 2012
Assiniboine Credit Union December 2009 - October 2010
MGI Financial May 2008 - July 2009
MGI Financial 2007 - 2008
MGI Financial 2005 - 2007
Assante Asset Management 2002 - 2005
CIBC 2001 - 2002
Skills
Investments, Banking, Management, Mutual Funds, Leadership, Financial Services
Education
Red River College
Business Analyst
Canadian Institute of Bankers Association
ICB Branch Compliance Officer's Course
IFIC Branch Managers Course
IFIC Operations Course
Investment Funds in Canada
Desjardins December 2013 - Present
Bank West November 2012 - December 2013
Investors Group June 2012 - November 2012
MGI Financial November 2010 - April 2012
Assiniboine Credit Union December 2009 - October 2010
MGI Financial May 2008 - July 2009
MGI Financial 2007 - 2008
MGI Financial 2005 - 2007
Assante Asset Management 2002 - 2005
CIBC 2001 - 2002
Skills
Investments, Banking, Management, Mutual Funds, Leadership, Financial Services
Education
Red River College
Business Analyst
Canadian Institute of Bankers Association
ICB Branch Compliance Officer's Course
IFIC Branch Managers Course
IFIC Operations Course
Investment Funds in Canada
Vinai Cyriac's Investors Group Experience June 2014 - Present
Job Consultant at Investors Group
Industry Banking
Experience
Investors Group June 2014 - Present
Investors Group 2015 - 2015
CIBC January 2008 - April 2014
CIBC March 2003 - December 2007
Banque Saudi Fransi January 1997 - January 2002
Arabic Computer Systems Ltd January 1993 - January 1997
Digital Equipment (India) Ltd. (Subsidiary of Hewlett Packard) January 1989 - January 1993
Skills
Trusted Business Partner, Relationship Management, Strategic Financial..., Performance Management, Financial Forecasting, Financial Analysis, Financial Reporting, Financial Accounting, Cost Control, Internal Controls, Cash Management, Project Management, Project Planning, Process Improvement, Business Process, Internal Audit, Account Reconciliation, Banking, Personal Financial...
Education
Certified General Accountant 2002 — 2002
CGA
American Institute of Certified Public Accountants 2000 — 2000
Completed all exams
Institute of Chartered Accountants of India 1978 — 1983
Chartered Accountant
Madras Christian College 1975 — 1978
Bachelor's Degree, Bachelor of Commerce
Lawrence School, Lovedale 1967 — 1975
High School, All India Higher Secondary Examination
Investors Group June 2014 - Present
Investors Group 2015 - 2015
CIBC January 2008 - April 2014
CIBC March 2003 - December 2007
Banque Saudi Fransi January 1997 - January 2002
Arabic Computer Systems Ltd January 1993 - January 1997
Digital Equipment (India) Ltd. (Subsidiary of Hewlett Packard) January 1989 - January 1993
Skills
Trusted Business Partner, Relationship Management, Strategic Financial..., Performance Management, Financial Forecasting, Financial Analysis, Financial Reporting, Financial Accounting, Cost Control, Internal Controls, Cash Management, Project Management, Project Planning, Process Improvement, Business Process, Internal Audit, Account Reconciliation, Banking, Personal Financial...
Education
Certified General Accountant 2002 — 2002
CGA
American Institute of Certified Public Accountants 2000 — 2000
Completed all exams
Institute of Chartered Accountants of India 1978 — 1983
Chartered Accountant
Madras Christian College 1975 — 1978
Bachelor's Degree, Bachelor of Commerce
Lawrence School, Lovedale 1967 — 1975
High School, All India Higher Secondary Examination
Wenting Jiang's Investors Group Experience April 2008 - December 2008
Job Risk Analyst at CIBC
Industry Banking
Experience
CIBC January 2015 - Present
HD Supply January 2013 - December 2014
Loblaw Companies Limited March 2012 - January 2013
xpedx October 2011 - December 2011
Investors Group April 2008 - December 2008
Skills
Excel, Microsoft Excel, Finance, Financial Analysis
Education
University of Toronto - Rotman School of Management 2015 — 2018
Master of Business Administration (M.B.A.)
McGill University 2006 — 2010
Bcom, Honours Investment Management
CIBC January 2015 - Present
HD Supply January 2013 - December 2014
Loblaw Companies Limited March 2012 - January 2013
xpedx October 2011 - December 2011
Investors Group April 2008 - December 2008
Skills
Excel, Microsoft Excel, Finance, Financial Analysis
Education
University of Toronto - Rotman School of Management 2015 — 2018
Master of Business Administration (M.B.A.)
McGill University 2006 — 2010
Bcom, Honours Investment Management
Ray Labib's Investors Group Experience March 2015 - Present
Job Financial Consultant at Investors Group
Industry Accounting
Experience
Investors Group March 2015 - Present
TR CANADA INC. December 2012 - Present
Friday Professional Group, AB March 2010 March 2010 - November 2012
Fibrenew International Ltd. January 2003 - May 2009
Skills
SAP, PeopleSoft, QuickBooks, MYOB, Sage, Simply Accounting, Payroll, Financial Statements, Bank Reconciliation, General Ledger, Tax Preparation, Corporate Tax, Forecasting, Financial Analysis, Microsoft Office, Year End Accounts, Accounts Receivable, GST, Accounts Payable, Insurance, Financial Planning, Invoicing, Strategic Financial..., Analysis, Financial Accounting, Financial Reporting, Journal Entries, Time Management, Auditing, System Administration, Employee Benefits, General Accounting, Internal Controls, Budget Preparation, Variance Analysis, Policy/Procedure..., Compliance, Risk Management, Team Building, Strategic Planning, Change Management, Cost Avoidance and..., Business Development, ACCPAC, Accounting
Education
Mount Royal College 2012 — 2013
Certificate, CAPPA, Graduate
Mount Royal University 2008 — 2008
Certificate, Mortgage Associates Program
Southern Alberta Institute of Technology 1999 — 2001
Associate's degree, Business Adminstration/Accounting
Southern Alberta Institute of Technology
Investors Group March 2015 - Present
TR CANADA INC. December 2012 - Present
Friday Professional Group, AB March 2010 March 2010 - November 2012
Fibrenew International Ltd. January 2003 - May 2009
Skills
SAP, PeopleSoft, QuickBooks, MYOB, Sage, Simply Accounting, Payroll, Financial Statements, Bank Reconciliation, General Ledger, Tax Preparation, Corporate Tax, Forecasting, Financial Analysis, Microsoft Office, Year End Accounts, Accounts Receivable, GST, Accounts Payable, Insurance, Financial Planning, Invoicing, Strategic Financial..., Analysis, Financial Accounting, Financial Reporting, Journal Entries, Time Management, Auditing, System Administration, Employee Benefits, General Accounting, Internal Controls, Budget Preparation, Variance Analysis, Policy/Procedure..., Compliance, Risk Management, Team Building, Strategic Planning, Change Management, Cost Avoidance and..., Business Development, ACCPAC, Accounting
Education
Mount Royal College 2012 — 2013
Certificate, CAPPA, Graduate
Mount Royal University 2008 — 2008
Certificate, Mortgage Associates Program
Southern Alberta Institute of Technology 1999 — 2001
Associate's degree, Business Adminstration/Accounting
Southern Alberta Institute of Technology
Sarah Furgale's Investors Group Experience August 2015 - Present
Job at
Industry Supermarkets
Experience
Investors Group August 2015 - Present
Sobeys November 2013 - June 2015
Safeway 2005 - November 2013
Skills
Java, Unix, HTML, Software Development, Web Services, SOA, Java Enterprise Edition, Spring, SQL, Agile Methodologies, Eclipse, Microsoft SQL Server, Scrum, SDLC, Computer Systems..., RUP Methodologies, Data Warehousing, Databases, Unix Shell Scripting, Database Design, Data Analysis, MySQL
Education
Red River College 2004 — 2005
Information Systems Technology, Application Development
The University of Winnipeg 1999 — 2002
Bachelor of Arts (BA), Technical Theatre/Theatre Design and Technology
Investors Group August 2015 - Present
Sobeys November 2013 - June 2015
Safeway 2005 - November 2013
Skills
Java, Unix, HTML, Software Development, Web Services, SOA, Java Enterprise Edition, Spring, SQL, Agile Methodologies, Eclipse, Microsoft SQL Server, Scrum, SDLC, Computer Systems..., RUP Methodologies, Data Warehousing, Databases, Unix Shell Scripting, Database Design, Data Analysis, MySQL
Education
Red River College 2004 — 2005
Information Systems Technology, Application Development
The University of Winnipeg 1999 — 2002
Bachelor of Arts (BA), Technical Theatre/Theatre Design and Technology
Louis-Philippe Corbeil Girard's Investors Group Experience 2004 - 2015
Job Assurance collective et avantages sociaux at Gestion Tim Cummings Inc.
Industry Financial Services
Experience
Gestion Tim Cummings Inc. January 2008 - Present
Investors Group 2004 - 2015
Musicians of the World Symphony Orchestra 2005 - 2011
Travail auprès de conseillers des Services Financiers Groupe Investors Inc. January 2004 - December 2007
Laboratoire de neurogénétique, Hôpital Notre Dame (CHUM) 2001 - 2004
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Strategic Planning, Coaching, Microsoft Word, Analysis, Event Planning, Negotiation, Project Management, Business Analysis, Project Planning, Public Speaking, Group Insurance, Teaching
Education
McGill University 2007 — 2007
IPIC-McGill Summer course in Intellectual Property (Understanding Patents Part 1)
Université de Montréal 2001 — 2003
Master's Degree, Biochimie
McGill University 1998 — 2001
Bachelor's Degree, Biochemistry
Gestion Tim Cummings Inc. January 2008 - Present
Investors Group 2004 - 2015
Musicians of the World Symphony Orchestra 2005 - 2011
Travail auprès de conseillers des Services Financiers Groupe Investors Inc. January 2004 - December 2007
Laboratoire de neurogénétique, Hôpital Notre Dame (CHUM) 2001 - 2004
Skills
Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Strategic Planning, Coaching, Microsoft Word, Analysis, Event Planning, Negotiation, Project Management, Business Analysis, Project Planning, Public Speaking, Group Insurance, Teaching
Education
McGill University 2007 — 2007
IPIC-McGill Summer course in Intellectual Property (Understanding Patents Part 1)
Université de Montréal 2001 — 2003
Master's Degree, Biochimie
McGill University 1998 — 2001
Bachelor's Degree, Biochemistry
Sheila Harris's Investors Group Experience April 2013 - June 2014
Job Senior Business Analyst at City of Winnipeg (Water & Waste Dept)
Industry Information Technology and Services
Experience
Red River College September 2014 - Present
City of Winnipeg August 2014 - Present
Smart PlanIT March 2012 - Present
Investors Group April 2013 - June 2014
Manitoba Public Insurance March 2012 - March 2013
Sierra Systems October 2009 - March 2012
MTS Allstream October 2009 - March 2012
Manitoba eHealth - Winnipeg Regional Health Authority January 2008 - November 2008
St Boniface Hospital June 2005 - December 2007
St Boniface Hospital August 2001 - June 2005
Skills
Business Requirements, Business Intelligence, Requirements Gathering, Systems Analysis, Business Analysis, Requirements Analysis, Data Modeling, Telecommunications, SDLC, Business Process, Project Portfolio..., PMO, PMP, Software Project..., Visio, Business Process..., Enterprise Architecture, Solution Architecture, Business Process Design, Project Delivery, MS Project, Resource Management, IT Strategy, Integration, SharePoint, Data Warehousing, ITIL, Agile Methodologies, Gap Analysis, RFQ Development, RFP Generation, Business Modeling, Use Case Analysis, Business Case..., Solution Implementation, Business Planning, Business Process..., LIMS, Business Systems..., Change Management, Team Leadership, Business Architecture
Education
Red River College 2009 — 2012
Project Management Program, Project Management
Red River College 2009 — 2011
Business Analyst Program, Business Analysis
Red River College 2007 — 2008
Health Services Management Level II, Management, Health Care
Red River College 2006 — 2008
Health Services Management Level I, Management, Health Care
Red River College 2000 — 2001
Computer Analyst/Programmer, Information Technology
Red River College September 2014 - Present
City of Winnipeg August 2014 - Present
Smart PlanIT March 2012 - Present
Investors Group April 2013 - June 2014
Manitoba Public Insurance March 2012 - March 2013
Sierra Systems October 2009 - March 2012
MTS Allstream October 2009 - March 2012
Manitoba eHealth - Winnipeg Regional Health Authority January 2008 - November 2008
St Boniface Hospital June 2005 - December 2007
St Boniface Hospital August 2001 - June 2005
Skills
Business Requirements, Business Intelligence, Requirements Gathering, Systems Analysis, Business Analysis, Requirements Analysis, Data Modeling, Telecommunications, SDLC, Business Process, Project Portfolio..., PMO, PMP, Software Project..., Visio, Business Process..., Enterprise Architecture, Solution Architecture, Business Process Design, Project Delivery, MS Project, Resource Management, IT Strategy, Integration, SharePoint, Data Warehousing, ITIL, Agile Methodologies, Gap Analysis, RFQ Development, RFP Generation, Business Modeling, Use Case Analysis, Business Case..., Solution Implementation, Business Planning, Business Process..., LIMS, Business Systems..., Change Management, Team Leadership, Business Architecture
Education
Red River College 2009 — 2012
Project Management Program, Project Management
Red River College 2009 — 2011
Business Analyst Program, Business Analysis
Red River College 2007 — 2008
Health Services Management Level II, Management, Health Care
Red River College 2006 — 2008
Health Services Management Level I, Management, Health Care
Red River College 2000 — 2001
Computer Analyst/Programmer, Information Technology
Swarn Arneja's Investors Group Experience October 2013 - July 2015
Job SAP HCM Functional Consultant
Industry Information Technology and Services
Experience
Investors Group October 2013 - July 2015
1310102 Alberta Ltd. March 2010 - October 2013
Intelligent Financial Group Limited January 2005 - June 2006
M/A Com Private Radio Systems (Ericsson Canada) December 1999 - August 2002
Lindberg Travel Inc./ Voyages Lindberg July 1993 - July 1999
Skills
SAP HR, SAP ERP, SAP Netweaver, SAP Implementation, Windows, Strategic Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, English, French, Sales, Marketing, Customer Service, HTML, HR Policies, Office Administration
Education
SAP 2014 — 2014
ERP Mastering, Ottawa 2012 — 2013
SAP HCM (HR)
McGill University 1993 — 1998
Bachelor of Arts (B.A.), Political Science & Managment
Marianopolis College 1991 — 1993
College Diploma, Social Sciences
Investors Group October 2013 - July 2015
1310102 Alberta Ltd. March 2010 - October 2013
Intelligent Financial Group Limited January 2005 - June 2006
M/A Com Private Radio Systems (Ericsson Canada) December 1999 - August 2002
Lindberg Travel Inc./ Voyages Lindberg July 1993 - July 1999
Skills
SAP HR, SAP ERP, SAP Netweaver, SAP Implementation, Windows, Strategic Planning, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, English, French, Sales, Marketing, Customer Service, HTML, HR Policies, Office Administration
Education
SAP 2014 — 2014
ERP Mastering, Ottawa 2012 — 2013
SAP HCM (HR)
McGill University 1993 — 1998
Bachelor of Arts (B.A.), Political Science & Managment
Marianopolis College 1991 — 1993
College Diploma, Social Sciences
Jinru Gao's Investors Group Experience August 2013 - Present
Job Consultant at Investors Group
Industry Accounting
Experience
Investors Group August 2013 - Present
TELUS Spark, the new Science Centre August 2012 - August 2013
Skills
Research, Photoshop, Teaching, HTML, Project Management, Leadership, Strategic Planning, Team Leadership, Team Building, Time Management
Education
Canadian Securities Institute
Investment Funds In Canada
Nanjing University
Bachelor of Business Administration (BBA), Accounting
Investors Group August 2013 - Present
TELUS Spark, the new Science Centre August 2012 - August 2013
Skills
Research, Photoshop, Teaching, HTML, Project Management, Leadership, Strategic Planning, Team Leadership, Team Building, Time Management
Education
Canadian Securities Institute
Investment Funds In Canada
Nanjing University
Bachelor of Business Administration (BBA), Accounting
Pierre Wong's Investors Group Experience December 2007 - Present
Job Consultant at Investors Group
Industry Financial Services
Experience
Investors Group December 2007 - Present
Skills
Wealth Management, Mutual Funds, Critical Illness, Financial Planners, Strategic Financial..., Estate Planning, Retirement Planning, Retirement, Financial Advisory, Investments, Small Business, Retirement Savings, Financial Services, Term Life Insurance, Investment Advisory, Savings, Disability Insurance, Life Insurance, Pensions, Inheritance Tax Planning, Tax, Segregated Funds, Bonds, Financial Analysis, Portfolio Management, Wealth, Investment Strategies, Employee Benefits, Income Protection, High Net Worth..., Fixed Annuities, Wealth Management..., Long-term Care, Asset Allocation, Securities, Asset Management, Insurance, Personal Finance, Long Term Care Insurance, Investment Management, Wealth Accumulation, Bloomberg, Capital Markets, Financial Modeling, Alternative Investments
Education
La Salle College, Kowloon, Hong Kong
School Leaving Certificate
Notre Dame College, Wilcox, Saskatchewan, Canada
Matriculation Certificate
Queen's University, Kingston, Ontario Canada
Bachelor of Arts (B.A.), Economics and Political Science
Investors Group December 2007 - Present
Skills
Wealth Management, Mutual Funds, Critical Illness, Financial Planners, Strategic Financial..., Estate Planning, Retirement Planning, Retirement, Financial Advisory, Investments, Small Business, Retirement Savings, Financial Services, Term Life Insurance, Investment Advisory, Savings, Disability Insurance, Life Insurance, Pensions, Inheritance Tax Planning, Tax, Segregated Funds, Bonds, Financial Analysis, Portfolio Management, Wealth, Investment Strategies, Employee Benefits, Income Protection, High Net Worth..., Fixed Annuities, Wealth Management..., Long-term Care, Asset Allocation, Securities, Asset Management, Insurance, Personal Finance, Long Term Care Insurance, Investment Management, Wealth Accumulation, Bloomberg, Capital Markets, Financial Modeling, Alternative Investments
Education
La Salle College, Kowloon, Hong Kong
School Leaving Certificate
Notre Dame College, Wilcox, Saskatchewan, Canada
Matriculation Certificate
Queen's University, Kingston, Ontario Canada
Bachelor of Arts (B.A.), Economics and Political Science
Gary Gristey's Investors Group Experience May 1980 - February 1981
Job Owner, Canadian Security Group
Industry Security and Investigations
Experience
Canadian Security Group February 1981 - Present
Investor's Group May 1980 - February 1981
Realty World Ontario November 1979 - May 1980
Ontario Provincial Police February 1968 - November 1979
Education
McMaster University
Canadian Security Group February 1981 - Present
Investor's Group May 1980 - February 1981
Realty World Ontario November 1979 - May 1980
Ontario Provincial Police February 1968 - November 1979
Education
McMaster University
Barbara Fotheringham's Investors Group Experience August 2010 - December 2010
Job Sr. Quality Assurance Consultant at IBM
Industry Insurance
Experience
Agriculture and Agri-Food Canada January 2014 - Present
Manitoba Public Insurance March 2011 - December 2013
Investors Group August 2010 - December 2010
Agriculture and Agri-Food Canada April 2006 - July 2010
Great-West Life March 2004 - December 2005
Wawanesa Insurance March 2002 - November 2003
Rise Health October 2000 - February 2002
Ceridian Canada Ltd. June 1997 - October 2000
Skills
Test Planning, User Acceptance Testing, Software Quality..., Quality Assurance, SDLC, Test Cases, Quality Center, Requirements Gathering, Test Automation, Test Management, Requirements Analysis, Regression Testing, Testing, Agile Methodologies, Systems Analysis
Education
Red River College 2011 — 2012
Diploma, Business Analyst
The University of Winnipeg 1992 — 1997
Bachelor of Science (BSc), Business Computing
Agriculture and Agri-Food Canada January 2014 - Present
Manitoba Public Insurance March 2011 - December 2013
Investors Group August 2010 - December 2010
Agriculture and Agri-Food Canada April 2006 - July 2010
Great-West Life March 2004 - December 2005
Wawanesa Insurance March 2002 - November 2003
Rise Health October 2000 - February 2002
Ceridian Canada Ltd. June 1997 - October 2000
Skills
Test Planning, User Acceptance Testing, Software Quality..., Quality Assurance, SDLC, Test Cases, Quality Center, Requirements Gathering, Test Automation, Test Management, Requirements Analysis, Regression Testing, Testing, Agile Methodologies, Systems Analysis
Education
Red River College 2011 — 2012
Diploma, Business Analyst
The University of Winnipeg 1992 — 1997
Bachelor of Science (BSc), Business Computing
Lesley McTavish's Investors Group Experience October 2010 - Present
Job Senior Systems Analyst at Investors Group
Industry Financial Services
Experience
Investors Group October 2010 - Present
Alitra Inc. May 2002 - September 2010
Lesley McTavish Consulting October 2001 - May 2002
The North West Company November 1990 - October 2001
Gendis Business Services / SAAN Stores September 1982 - October 1990
Education
Red River College 1980 — 1982
Diploma, Computer Analyst Programming
Investors Group October 2010 - Present
Alitra Inc. May 2002 - September 2010
Lesley McTavish Consulting October 2001 - May 2002
The North West Company November 1990 - October 2001
Gendis Business Services / SAAN Stores September 1982 - October 1990
Education
Red River College 1980 — 1982
Diploma, Computer Analyst Programming
Jose Alberti's Investors Group Experience April 2009 - July 2010
Job Banking Professional
Industry Banking
Experience
TD Canada April 2011 - August 2012
Investors Group April 2009 - July 2010
Citibank September 2005 - April 2008
CITIBANK, Caracas January 2002 - September 2005
Skills
Portfolio Management, Financial Services, Investments, Budgets, Wealth Management, Financial Risk, Strategic Financial..., Banking, Finance, Mortgage Lending, Business Strategy
Education
McGill University
Diploma in Finance
Universidad Nueva Esparta
Bachelor of Business Administration (B.B.A.), Finance
TD Canada April 2011 - August 2012
Investors Group April 2009 - July 2010
Citibank September 2005 - April 2008
CITIBANK, Caracas January 2002 - September 2005
Skills
Portfolio Management, Financial Services, Investments, Budgets, Wealth Management, Financial Risk, Strategic Financial..., Banking, Finance, Mortgage Lending, Business Strategy
Education
McGill University
Diploma in Finance
Universidad Nueva Esparta
Bachelor of Business Administration (B.B.A.), Finance
Trina de Zeeuw's Investors Group Experience March 2005 - August 2005
Job Team Lead Field Support at Shaw Direct
Industry Telecommunications
Experience
Shaw Direct January 2008 - Present
Shaw Direct August 2005 - January 2008
Investor's Group March 2005 - August 2005
Scotiabank March 2002 - March 2005
Skills
Call Centers, Training, Customer Satisfaction, Customer Experience, Management, Customer Service, Microsoft Word, Outlook, SharePoint, Call Center, Coaching
Education
Mount Royal University 2000 — 2001
Massage Therapy
Chestermere High School 1996 — 1999
Advanced High School Diploma
Shaw Direct January 2008 - Present
Shaw Direct August 2005 - January 2008
Investor's Group March 2005 - August 2005
Scotiabank March 2002 - March 2005
Skills
Call Centers, Training, Customer Satisfaction, Customer Experience, Management, Customer Service, Microsoft Word, Outlook, SharePoint, Call Center, Coaching
Education
Mount Royal University 2000 — 2001
Massage Therapy
Chestermere High School 1996 — 1999
Advanced High School Diploma
Joanne Kaban's Investors Group Experience August 2011 - Present
Job Financial Consultant at Investors Group Ltd
Industry Financial Services
Experience
Investors Group August 2011 - Present
CS Financial Inc. March 2010 - August 2011
Skills
Investment Planning, Tax Planning, Estate Planning, Insurance Planning, Retirement Planning, Cash & Debt Management..., Mortgages, Group Benefit Planning
Education
Northern Alberta Institute of Technology / NAIT
Finance, General
Investors Group August 2011 - Present
CS Financial Inc. March 2010 - August 2011
Skills
Investment Planning, Tax Planning, Estate Planning, Insurance Planning, Retirement Planning, Cash & Debt Management..., Mortgages, Group Benefit Planning
Education
Northern Alberta Institute of Technology / NAIT
Finance, General
Elizabeth Loewen's Investors Group Experience January 2002 - December 2005
Job Teacher at Stoney Education Authority
Industry Primary/Secondary Education
Experience
Stoney Education Authority March 2007 - Present
Investors Group January 2002 - December 2005
Education
SUNY Potsdam 2005 — 2006
MST, Elementary Education and Teaching
Queen's University 1997 — 2001
Bachelor of Arts (B.A.), Economics
Stoney Education Authority March 2007 - Present
Investors Group January 2002 - December 2005
Education
SUNY Potsdam 2005 — 2006
MST, Elementary Education and Teaching
Queen's University 1997 — 2001
Bachelor of Arts (B.A.), Economics
Tian Tian (Sophie) Liu's Investors Group Experience September 2012 - Present
Job Consaultant
Industry Financial Services
Experience
Investors Group September 2012 - Present
RBC Royal Bank January 2010 - July 2011
Lambton College Sarnia September 2009 - April 2010
Skills
Banking, Credit, Commercial Banking, Deposits, Cross Selling, Call Center, Credit Cards, Customer Service, Personal Financial...
Education
Northwood University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, 3.4
Lambton College 2006 — 2009
Investors Group September 2012 - Present
RBC Royal Bank January 2010 - July 2011
Lambton College Sarnia September 2009 - April 2010
Skills
Banking, Credit, Commercial Banking, Deposits, Cross Selling, Call Center, Credit Cards, Customer Service, Personal Financial...
Education
Northwood University 2011 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, 3.4
Lambton College 2006 — 2009
Jason Boothe's Investors Group Experience 2007 - 2009
Job Assistant Manager Group Disability Financial Operations at Great West Life
Industry Consumer Goods
Experience
Great West Life October 2013 - Present
Arctic Glacier October 2011 - October 2013
Arctic Glacier July 2011 - September 2011
Sysco Canada 2009 - 2011
Investors Group 2007 - 2009
Busy Bee Cleaning Company 2003 - 2003
Assiniboine Credit Union 1998 - 2003
Skills
Accounting, Corporate Finance, Financial Reporting, Financial Analysis, Variance Analysis, Internal Controls, Account Reconciliation, Financial Accounting, Forecasting, General Ledger
Education
Red River College 1997 — 1999
Business Administration
Great West Life October 2013 - Present
Arctic Glacier October 2011 - October 2013
Arctic Glacier July 2011 - September 2011
Sysco Canada 2009 - 2011
Investors Group 2007 - 2009
Busy Bee Cleaning Company 2003 - 2003
Assiniboine Credit Union 1998 - 2003
Skills
Accounting, Corporate Finance, Financial Reporting, Financial Analysis, Variance Analysis, Internal Controls, Account Reconciliation, Financial Accounting, Forecasting, General Ledger
Education
Red River College 1997 — 1999
Business Administration
Janet Alexander's Investors Group Experience 2001 - 2011
Job Accounts Administrator/Data Entry
Industry Financial Services
Experience
investors group 2001 - 2011
Skills
Microsoft Office: MS..., Financial Computer..., Accurate Typing: 65 WPM, Investments, Microsoft Excel, Microsoft Word, Outlook, Access, Customer Service
Education
Red River College 1998 — 2000
Tec Voc 1966 — 1968
business administration
Cecil Rhodes 1955 — 1965
daniel mac
investors group 2001 - 2011
Skills
Microsoft Office: MS..., Financial Computer..., Accurate Typing: 65 WPM, Investments, Microsoft Excel, Microsoft Word, Outlook, Access, Customer Service
Education
Red River College 1998 — 2000
Tec Voc 1966 — 1968
business administration
Cecil Rhodes 1955 — 1965
daniel mac
Kim Fordyce's Investors Group Experience June 1988 - August 1995
Job Sr. Release Coordinator at Wawanesa Mutual Insurance
Industry Insurance
Experience
Wawanesa Mutual Insurance March 2008 - Present
Great-West Life February 2004 - March 2008
Great-West Life July 2001 - January 2004
IBM September 1995 - June 2001
Investors Group June 1988 - August 1995
Skills
Integration, Requirements Gathering, ITIL, Requirements Analysis, IT Service Management, IT Strategy, Enterprise Architecture, Workstations, Incident Management, Software Documentation, Business Analysis
Education
Red River College 1986 — 1988
Diploma, Computer Analyst Programmer
Wawanesa Mutual Insurance March 2008 - Present
Great-West Life February 2004 - March 2008
Great-West Life July 2001 - January 2004
IBM September 1995 - June 2001
Investors Group June 1988 - August 1995
Skills
Integration, Requirements Gathering, ITIL, Requirements Analysis, IT Service Management, IT Strategy, Enterprise Architecture, Workstations, Incident Management, Software Documentation, Business Analysis
Education
Red River College 1986 — 1988
Diploma, Computer Analyst Programmer
Erin Gullis's Investors Group Experience June 2013 - Present
Job Associate Consultant at Investors Group
Industry Financial Services
Experience
Investors Group June 2013 - Present
Investors Group Financial Services Inc. April 2006 - June 2013
Skills
Outlook, Mutual Funds, Wealth Management
Education
IFSE Institute
Canadian Investment Funds Course, IFIC
Mohawk College
Marketing
Investors Group June 2013 - Present
Investors Group Financial Services Inc. April 2006 - June 2013
Skills
Outlook, Mutual Funds, Wealth Management
Education
IFSE Institute
Canadian Investment Funds Course, IFIC
Mohawk College
Marketing
Gurpreet Ralh's Investors Group Experience July 2012 - January 2013
Job
Industry Insurance
Experience
RBC Insurance February 2013 - Present
Investors Group July 2012 - January 2013
SBBSIET December 2008 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Strategic Planning, Negotiation, Coaching, Insurance, Risk Management, Sales, Marketing, Banking, Employee Benefits, Investments, Mutual Funds, Relationship Management, Retirement Planning, Financial Analysis
Education
Punjab University 2005 — 2007
Master of Business Administration (MBA), Finance and Financial Management Services
Panjab University 2002 — 2004
Master's degree, Economics
RBC Insurance February 2013 - Present
Investors Group July 2012 - January 2013
SBBSIET December 2008 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Strategic Planning, Negotiation, Coaching, Insurance, Risk Management, Sales, Marketing, Banking, Employee Benefits, Investments, Mutual Funds, Relationship Management, Retirement Planning, Financial Analysis
Education
Punjab University 2005 — 2007
Master of Business Administration (MBA), Finance and Financial Management Services
Panjab University 2002 — 2004
Master's degree, Economics
Gaige Steinke's Investors Group Experience June 2013 - Present
Job Financial Consultant at Investors Group
Industry Financial Services
Experience
Investors Group June 2013 - Present
Kia Canada Inc. December 2011 - August 2012
Skills
Sales, Marketing, Social Networking, Sports, Problem Solving, Financial Services, Mutual Funds, Tax, Retirement Planning
Education
Northern Alberta Institute of Technology 2010 — 2012
Bachelor of Business Administration (BBA), Sales, Marketing
Investors Group June 2013 - Present
Kia Canada Inc. December 2011 - August 2012
Skills
Sales, Marketing, Social Networking, Sports, Problem Solving, Financial Services, Mutual Funds, Tax, Retirement Planning
Education
Northern Alberta Institute of Technology 2010 — 2012
Bachelor of Business Administration (BBA), Sales, Marketing
Robert Mora's Investors Group Experience November 2008 - September 2013
Job Real Estate Investor
Industry Real Estate
Experience
California House Match September 2013 - Present
Investors Group November 2008 - September 2013
Capital Group January 2002 - September 2008
Skills
Real Estate Transactions, Real Estate Investor, Real Estate Financing, Real Estate Development, Information Technology, IT Management, IT Security Policies, IT Solutions, IT Operations
Education
National University 2002 — 2007
Master of Science (MS), Information Technology
Southwestern College 2000 — 2000
California House Match September 2013 - Present
Investors Group November 2008 - September 2013
Capital Group January 2002 - September 2008
Skills
Real Estate Transactions, Real Estate Investor, Real Estate Financing, Real Estate Development, Information Technology, IT Management, IT Security Policies, IT Solutions, IT Operations
Education
National University 2002 — 2007
Master of Science (MS), Information Technology
Southwestern College 2000 — 2000
Zak Hale's Investors Group Experience January 2015 - Present
Job Financial Consultant at Investors Group Financial Services
Industry Financial Services
Experience
Investors Group January 2015 - Present
Fastenal November 2013 - January 2015
The Keg Steakhouse + Bar September 2010 - November 2013
Skills
Customer Service, Inventory Management, Sales, Time Management, Customer Satisfaction, Teamwork, Microsoft Office, Microsoft Word, Leadership, Sales Operations, Finance
Education
Northern Alberta Institute of Technology 2013 — 2015
Diploma, Business, Marketing
Northern Alberta Institute of Technology 2010 — 2012
Diploma, Business, Finance
Investors Group January 2015 - Present
Fastenal November 2013 - January 2015
The Keg Steakhouse + Bar September 2010 - November 2013
Skills
Customer Service, Inventory Management, Sales, Time Management, Customer Satisfaction, Teamwork, Microsoft Office, Microsoft Word, Leadership, Sales Operations, Finance
Education
Northern Alberta Institute of Technology 2013 — 2015
Diploma, Business, Marketing
Northern Alberta Institute of Technology 2010 — 2012
Diploma, Business, Finance
James Halverson's Investors Group Experience July 2015 - Present
Job at
Industry Retail
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management