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
Daryn Duliba Daryn Duliba's Investors Group Experience July 2002 - January 2003
Job Sales Engineer PPM Helping organizations reduce incidents and the related costs
Industry Computer Software
Experience
PPM 2000 September 2015 - Present
PPM September 2008 - Present
ATB Financial September 2006 - September 2008
Upside Software March 2006 - September 2006
Intrigue Learning Services October 2003 - February 2006
Kelowna Software April 2003 - October 2003
Investors Group July 2002 - January 2003
Computer Trends Canada July 2000 - June 2002
Skills
Marketing Strategy, Sales Presentations, Analysis, Public Speaking, Account Management, Direct Sales, Strategic Planning, New Business Development, Team Leadership, Sales Management, Negotiation, Business Strategy, RFP, Cold Calling, Incident Reporting, Incident Management, Incident Investigation, Presentations, Training, Technical Demonstrations, Demonstration Skills, Sales, Management, Product Management, Solution Selling, SaaS, Marketing, Salesforce.com, Selling, Business Development, Leadership
Education
Thompson Rivers University 1990 — 1992
Business Administration, Marketing, Management
PPM 2000 September 2015 - Present
PPM September 2008 - Present
ATB Financial September 2006 - September 2008
Upside Software March 2006 - September 2006
Intrigue Learning Services October 2003 - February 2006
Kelowna Software April 2003 - October 2003
Investors Group July 2002 - January 2003
Computer Trends Canada July 2000 - June 2002
Skills
Marketing Strategy, Sales Presentations, Analysis, Public Speaking, Account Management, Direct Sales, Strategic Planning, New Business Development, Team Leadership, Sales Management, Negotiation, Business Strategy, RFP, Cold Calling, Incident Reporting, Incident Management, Incident Investigation, Presentations, Training, Technical Demonstrations, Demonstration Skills, Sales, Management, Product Management, Solution Selling, SaaS, Marketing, Salesforce.com, Selling, Business Development, Leadership
Education
Thompson Rivers University 1990 — 1992
Business Administration, Marketing, Management
Kamar Mcleod Kamar Mcleod's Investors Group Experience December 2007 - May 2008
Job Sr.Investment specialist
Industry Investment Banking
Experience
TD Wealth Management February 2013 - Present
TD Canada Trust February 2010 - February 2013
Central 1 Credit Union December 2008 - April 2009
Investors Group December 2007 - May 2008
Skills
Banking, Retail Banking, Commercial Banking, Credit Analysis, Credit, Loans, Mortgage Lending, Consumer Lending, Small Business Lending, Commercial Lending, Lines Of Credit, Credit Risk, Mutual Funds, Residential Mortgages, Portfolio Management, Sales Presentations, Customer Service, Strategic Planning, Software Engineering, Sales, Programming, Investments
Education
udacity 2014 — 2014
Certificate of Completion, Computer Science
Sheridan College 2006 — 2010
Advanced Diploma, Banking and Wealth Management
TD Wealth Management February 2013 - Present
TD Canada Trust February 2010 - February 2013
Central 1 Credit Union December 2008 - April 2009
Investors Group December 2007 - May 2008
Skills
Banking, Retail Banking, Commercial Banking, Credit Analysis, Credit, Loans, Mortgage Lending, Consumer Lending, Small Business Lending, Commercial Lending, Lines Of Credit, Credit Risk, Mutual Funds, Residential Mortgages, Portfolio Management, Sales Presentations, Customer Service, Strategic Planning, Software Engineering, Sales, Programming, Investments
Education
udacity 2014 — 2014
Certificate of Completion, Computer Science
Sheridan College 2006 — 2010
Advanced Diploma, Banking and Wealth Management
Lauren Telford, BCom, CAIB Lauren Telford, BCom, CAIB's Investors Group Experience May 2014 - February 2015
Job Broker at Buntain Insurance
Industry Logistics and Supply Chain
Experience
Buntain Insurance Agencies Ltd. August 2012 - Present
Beach Travellers Inc. October 2013 - Present
Alma Mater Society of UBC Vancouver October 2014 - April 2015
Alma Mater Society of UBC Vancouver March 2014 - April 2015
Alma Mater Society of UBC Vancouver September 2013 - April 2015
UBC Commerce Undergraduate Society January 2012 - April 2015
Alma Mater Society of UBC Vancouver January 2012 - April 2015
Investors Group May 2014 - February 2015
UBC Commerce Undergraduate Society January 2013 - April 2013
STEMCELL Technologies June 2012 - September 2012
Skills
Time Management, Leadership, Customer Service, Budgets, Event Management, Organization, Communication, Entrepreneurship, French, Strategy, Teaching, Microsoft Excel, Risk Assessment, Salesforce.com, PowerBroker, SharePoint, Sales Operations, UML, Database Design, Telecommunications..., Enterprise Network..., Event Planning, Teamwork
Education
The University of British Columbia 2011 — 2016
BCom, Sauder School of Business
Rockridge Secondary 2006 — 2011
Encounters with Canada (Ottawa, Canada) 2009 — 2009
Business and Entrepreneurship
Buntain Insurance Agencies Ltd. August 2012 - Present
Beach Travellers Inc. October 2013 - Present
Alma Mater Society of UBC Vancouver October 2014 - April 2015
Alma Mater Society of UBC Vancouver March 2014 - April 2015
Alma Mater Society of UBC Vancouver September 2013 - April 2015
UBC Commerce Undergraduate Society January 2012 - April 2015
Alma Mater Society of UBC Vancouver January 2012 - April 2015
Investors Group May 2014 - February 2015
UBC Commerce Undergraduate Society January 2013 - April 2013
STEMCELL Technologies June 2012 - September 2012
Skills
Time Management, Leadership, Customer Service, Budgets, Event Management, Organization, Communication, Entrepreneurship, French, Strategy, Teaching, Microsoft Excel, Risk Assessment, Salesforce.com, PowerBroker, SharePoint, Sales Operations, UML, Database Design, Telecommunications..., Enterprise Network..., Event Planning, Teamwork
Education
The University of British Columbia 2011 — 2016
BCom, Sauder School of Business
Rockridge Secondary 2006 — 2011
Encounters with Canada (Ottawa, Canada) 2009 — 2009
Business and Entrepreneurship
Douglas Hallett Douglas Hallett's Investors Group Experience April 2004 - May 2005
Job Assistant Branch Manager at G&F Financial Group
Industry Financial Services
Experience
G&F Financial Group June 2014 - Present
G&F Financial Group March 2010 - Present
Tiltproof January 2007 - November 2009
Tiltproof July 2006 - January 2007
Investors Group April 2004 - May 2005
CIBC September 2001 - January 2004
HSBC September 1999 - September 2001
HSBC April 1992 - September 1999
Skills
Mortgage Lending, Consumer Lending, Credit, Loans, Banking, Residential Mortgages, Mutual Funds, Retail Banking, Wealth Management, Investments, Financial Institutions, Refinance, Financial Analysis, Credit Unions, Risk Management, Credit Cards, Commercial Lending, Cash Management, Financial Risk, Estate Planning, Credit Analysis, Portfolio Management, Branch Banking, Investment Properties, Finance, Financial Services, Leadership, Credit Risk, Sales, Financial Advisory, Retirement Planning, Commercial Banking, Insurance, Cross Selling, Branch Management, Coaching, Relationship Management, Lines Of Credit, Investment Advisory, AML, Team Building, Investment Strategies, Department Budgeting
Education
The University of British Columbia 1986 — 1992
Bachelor of Science (B.Sc.), Biology, General
Selkirk College 1984 — 1987
G&F Financial Group June 2014 - Present
G&F Financial Group March 2010 - Present
Tiltproof January 2007 - November 2009
Tiltproof July 2006 - January 2007
Investors Group April 2004 - May 2005
CIBC September 2001 - January 2004
HSBC September 1999 - September 2001
HSBC April 1992 - September 1999
Skills
Mortgage Lending, Consumer Lending, Credit, Loans, Banking, Residential Mortgages, Mutual Funds, Retail Banking, Wealth Management, Investments, Financial Institutions, Refinance, Financial Analysis, Credit Unions, Risk Management, Credit Cards, Commercial Lending, Cash Management, Financial Risk, Estate Planning, Credit Analysis, Portfolio Management, Branch Banking, Investment Properties, Finance, Financial Services, Leadership, Credit Risk, Sales, Financial Advisory, Retirement Planning, Commercial Banking, Insurance, Cross Selling, Branch Management, Coaching, Relationship Management, Lines Of Credit, Investment Advisory, AML, Team Building, Investment Strategies, Department Budgeting
Education
The University of British Columbia 1986 — 1992
Bachelor of Science (B.Sc.), Biology, General
Selkirk College 1984 — 1987
Suzanne Wiles Suzanne Wiles's Investors Group Experience April 2009 - Present
Job Consultant, Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group April 2009 - Present
Morguard Investments Limited March 1987 - April 2008
Skills
Investments, Retirement Planning, Wealth Management, Finance, Strategic Financial..., Mutual Funds, Life Insurance, Financial Advisory, Financial Planning, Small Business, Disability Insurance, Investment Strategies, Insurance, Financial Analysis, Portfolio Management, Critical Illness, Estate Planning, Insurance Planning, Retirement, Employee Benefits, Wealth, Financial Planners, Financial Services
Education
Ryerson University
Real Estate, Fashion, Appraisal
Investors Group April 2009 - Present
Morguard Investments Limited March 1987 - April 2008
Skills
Investments, Retirement Planning, Wealth Management, Finance, Strategic Financial..., Mutual Funds, Life Insurance, Financial Advisory, Financial Planning, Small Business, Disability Insurance, Investment Strategies, Insurance, Financial Analysis, Portfolio Management, Critical Illness, Estate Planning, Insurance Planning, Retirement, Employee Benefits, Wealth, Financial Planners, Financial Services
Education
Ryerson University
Real Estate, Fashion, Appraisal
Karl D'silva Karl D'silva's Investors Group Experience January 2012 - April 2012
Job Final Year Student at Sheridan
Industry Financial Services
Experience
Progress Capital Management October 2012 - Present
Sheridan September 2010 - Present
Investors Group January 2012 - April 2012
Contro Valve Inc September 2004 - November 2008
Dresser Canada June 2001 - August 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Negotiation
Education
Sheridan College 2010 — 2013
Three Year Diploma, Banking and Wealth Management
Boys Town Technical Institute 1991 — 1993
Two Year Diploma, General Machinist
Progress Capital Management October 2012 - Present
Sheridan September 2010 - Present
Investors Group January 2012 - April 2012
Contro Valve Inc September 2004 - November 2008
Dresser Canada June 2001 - August 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Negotiation
Education
Sheridan College 2010 — 2013
Three Year Diploma, Banking and Wealth Management
Boys Town Technical Institute 1991 — 1993
Two Year Diploma, General Machinist
Lindsay Sawyer Lindsay Sawyer's Investors Group Experience June 2001 - December 2004
Job Financial Service Specialist
Industry Financial Services
Experience
E. Sawyer Financial January 2004 - Present
Manulife Securities Investment Services Inc. January 2005 - Present
JPEG Combined Jewish Appeal Cabinet February 2013 - June 2014
National Young Leadership February 2013 - June 2014
The Young Associates September 2012 - June 2014
J-Peg September 2008 - September 2012
Commerce Business Club of Winnipeg January 2007 - December 2011
Winnipeg Jewish Theatre September 2007 - June 2011
Investors Group June 2001 - December 2004
McDonald's Restaurants of Canada Limited 1997 - 1999
Skills
Investments, Insurance, Estate Planning, Disability Insurance, Risk Management, Mortgage, Mortgage Lending, Wealth Management, Financial Advisory, Retirement Planning, Employee Benefits, Portfolio Management, Customer Service, Strategic Financial..., Financial Services, Mutual Funds, Critical Illness, Retirement, Investment Strategies, Finance, Financial Planners, Investment Advisory, Life Insurance, Wealth, Asset Allocation, Pensions, Long-term Care, Banking, Term Life Insurance, Fixed Annuities, Securities, Asset Management, Small Business, Relationship Management, Alternative Investments, Investment Management, Analysis, Tax, Financial Analysis, Management, Financial Planning
Education
The University of Winnipeg 1997 — 2001
Bachelor of Administration, Business Administration and Psychology; Financial Accounting; Human Resource Management
Certified Financial Planner
CFP, Financial Planning Concepts
Chartered Life Underwriter
CLU, Tax & Estate Planning
Registered Health Underwriter
RHU, Group Insurance, Disability Insurance, Critical Illness Insurance
E. Sawyer Financial January 2004 - Present
Manulife Securities Investment Services Inc. January 2005 - Present
JPEG Combined Jewish Appeal Cabinet February 2013 - June 2014
National Young Leadership February 2013 - June 2014
The Young Associates September 2012 - June 2014
J-Peg September 2008 - September 2012
Commerce Business Club of Winnipeg January 2007 - December 2011
Winnipeg Jewish Theatre September 2007 - June 2011
Investors Group June 2001 - December 2004
McDonald's Restaurants of Canada Limited 1997 - 1999
Skills
Investments, Insurance, Estate Planning, Disability Insurance, Risk Management, Mortgage, Mortgage Lending, Wealth Management, Financial Advisory, Retirement Planning, Employee Benefits, Portfolio Management, Customer Service, Strategic Financial..., Financial Services, Mutual Funds, Critical Illness, Retirement, Investment Strategies, Finance, Financial Planners, Investment Advisory, Life Insurance, Wealth, Asset Allocation, Pensions, Long-term Care, Banking, Term Life Insurance, Fixed Annuities, Securities, Asset Management, Small Business, Relationship Management, Alternative Investments, Investment Management, Analysis, Tax, Financial Analysis, Management, Financial Planning
Education
The University of Winnipeg 1997 — 2001
Bachelor of Administration, Business Administration and Psychology; Financial Accounting; Human Resource Management
Certified Financial Planner
CFP, Financial Planning Concepts
Chartered Life Underwriter
CLU, Tax & Estate Planning
Registered Health Underwriter
RHU, Group Insurance, Disability Insurance, Critical Illness Insurance
Jennifer Smalley Jennifer Smalley's Investors Group Experience September 1995 - April 2001
Job Project Offficer at Health Canada | Santé Canada
Industry Government Administration
Experience
Target June 2013 - May 2015
Public Health Agency of Canada February 2013 - March 2013
Health Canada January 2011 - March 2012
Public Health Agency of Canada (CIRID) January 2009 - May 2010
Ottawa Folk Festival May 2008 - January 2009
HR ADWORKS - Recruitment Communications April 2004 - August 2005
Sunlife Financial Services Pvt. Ltd. April 2002 - March 2004
Investors Group September 1995 - April 2001
Skills
Government, Project Coordination, Events Coordination, Program Coordination, Print, POP Displays, Retail Displays, Customer Support, Customer Insight, Customer Experience, Customer Advocacy, Client Co-ordination, Client Presentation, Creative Solutions, Print Production, Client Administration, Organization Skills, Events Organisation, Event Planning, Paper Industry
Education
The University of Winnipeg
Public Relations Diploma
The University of Winnipeg
Management Certificate
University of Manitoba
Management Development Certificate
Target June 2013 - May 2015
Public Health Agency of Canada February 2013 - March 2013
Health Canada January 2011 - March 2012
Public Health Agency of Canada (CIRID) January 2009 - May 2010
Ottawa Folk Festival May 2008 - January 2009
HR ADWORKS - Recruitment Communications April 2004 - August 2005
Sunlife Financial Services Pvt. Ltd. April 2002 - March 2004
Investors Group September 1995 - April 2001
Skills
Government, Project Coordination, Events Coordination, Program Coordination, Print, POP Displays, Retail Displays, Customer Support, Customer Insight, Customer Experience, Customer Advocacy, Client Co-ordination, Client Presentation, Creative Solutions, Print Production, Client Administration, Organization Skills, Events Organisation, Event Planning, Paper Industry
Education
The University of Winnipeg
Public Relations Diploma
The University of Winnipeg
Management Certificate
University of Manitoba
Management Development Certificate
Angie Pfeifer Angie Pfeifer's Investors Group Experience 2005 - Present
Job Vice President, Event Marketing & Corporate Travel at Investors Group Financial Services Inc
Industry Financial Services
Experience
Investors Group 2005 - Present
Investors Group Financial Services Inc. 1984 - Present
Tourism Vancouver 2011 - 2012
Investors Group Financial Services Inc. 1984 - 2011
Meeting Professionals International 2000 - 2009
Skills
Event Management, Event Planning, Strategic Planning, Public Speaking, Meeting Planning, Trade Shows, Marketing Communications, Budgets, Non-profits, Marketing Strategy, Team Building, Marketing, Corporate Events, Leadership Development, Leadership, Business Planning, Business Strategy, Negotiation, New Business Development, Public Relations, Strategy, Social Media Marketing, Contract Negotiation, Small Business, Fundraising, Entrepreneurship, Business Development
Education
The University of Winnipeg
Public Relations, Communication, Business Management
Investors Group 2005 - Present
Investors Group Financial Services Inc. 1984 - Present
Tourism Vancouver 2011 - 2012
Investors Group Financial Services Inc. 1984 - 2011
Meeting Professionals International 2000 - 2009
Skills
Event Management, Event Planning, Strategic Planning, Public Speaking, Meeting Planning, Trade Shows, Marketing Communications, Budgets, Non-profits, Marketing Strategy, Team Building, Marketing, Corporate Events, Leadership Development, Leadership, Business Planning, Business Strategy, Negotiation, New Business Development, Public Relations, Strategy, Social Media Marketing, Contract Negotiation, Small Business, Fundraising, Entrepreneurship, Business Development
Education
The University of Winnipeg
Public Relations, Communication, Business Management
Michel Bolduc Michel Bolduc's Investors Group Experience 2013 - August 2015
Job Vice Director at Jeans Dépot
Industry Investment Banking
Experience
Jeans Dépot July 2015 - Present
Investors Group 2013 - August 2015
Boehringer Ingelheim November 2011 - September 2014
Merck June 2009 - November 2011
GlaxoSmithKline June 2006 - November 2008
Altana Pharma March 2005 - June 2006
AstraZeneca March 2002 - December 2004
Skills
Achiever, Communication, Diabetes, Pharmaceutical Sales, Gallup StrengthsFinder..., Activator, Asthma, Cardiology, Pharmaceutics, Allergy, Rheumatology, Endocrinology, Neurology, Hypertension, Nephrology, Planification..., Ventes pharmaceutiques, Urology
Education
IFSE INSTITUT 2013 — 2013
Canadian Investment Funds Course (CIFC), Graduated
Université du Québec à Montréal 1998 — 2000
B.Sciences
UQAC 1993 — 1995
B.Sc, Sports & activities, Teaching
Jeans Dépot July 2015 - Present
Investors Group 2013 - August 2015
Boehringer Ingelheim November 2011 - September 2014
Merck June 2009 - November 2011
GlaxoSmithKline June 2006 - November 2008
Altana Pharma March 2005 - June 2006
AstraZeneca March 2002 - December 2004
Skills
Achiever, Communication, Diabetes, Pharmaceutical Sales, Gallup StrengthsFinder..., Activator, Asthma, Cardiology, Pharmaceutics, Allergy, Rheumatology, Endocrinology, Neurology, Hypertension, Nephrology, Planification..., Ventes pharmaceutiques, Urology
Education
IFSE INSTITUT 2013 — 2013
Canadian Investment Funds Course (CIFC), Graduated
Université du Québec à Montréal 1998 — 2000
B.Sciences
UQAC 1993 — 1995
B.Sc, Sports & activities, Teaching
Leo Belmonte CFP, FMA, FCSI, AMP Leo Belmonte CFP, FMA, FCSI, AMP's Investors Group Experience January 1998 - November 2001
Job Chief Executive Officer at Security Financial Services & Investment Corp.
Industry Financial Services
Experience
Security Financial Services & Investment Corp. October 2004 - Present
Security Financial Services & Investment Corp. October 2004 - Present
Security Financial Services & Investment Corp. October 2004 - Present
BMO Nesbitt Burns August 2003 - October 2004
Kingsgate Securities November 2001 - August 2003
Investors Group January 1998 - November 2001
Investors Group October 1995 - January 1998
Skills
Mutual Funds, Investments, Securities, Financial Advisory, Strategic Financial..., Financial Analysis, Retirement Planning, Investment Advisory, Estate Planning, Retirement, Investment Strategies, Wealth, Financial Planners, Mortgage Lending, Employee Benefits, Equities, Bonds, Fixed Annuities, High Net Worth..., Relationship Management, Credit, Finance, Alternative Investments, Disability Insurance, Asset Allocation, Asset Management, Residential Mortgages, ETFs, Pensions, Portfolio Management, Financial Markets, Life Insurance, Critical Illness, Financial Services, Loans, Insurance, Term Life Insurance, Risk Management, Wealth Management..., Banking, Refinance, Corporate Finance, Investment Management, Financial Planning, Health Insurance, Due Diligence, Funding, Personal Finance
Education
Seneca College of Applied Arts and Technology 1995 — 1995
Post Diploma, Mortgage Brokering
York University 1990 — 1995
Bachelor of Arts, Social Science
Chaminade College
Security Financial Services & Investment Corp. October 2004 - Present
Security Financial Services & Investment Corp. October 2004 - Present
Security Financial Services & Investment Corp. October 2004 - Present
BMO Nesbitt Burns August 2003 - October 2004
Kingsgate Securities November 2001 - August 2003
Investors Group January 1998 - November 2001
Investors Group October 1995 - January 1998
Skills
Mutual Funds, Investments, Securities, Financial Advisory, Strategic Financial..., Financial Analysis, Retirement Planning, Investment Advisory, Estate Planning, Retirement, Investment Strategies, Wealth, Financial Planners, Mortgage Lending, Employee Benefits, Equities, Bonds, Fixed Annuities, High Net Worth..., Relationship Management, Credit, Finance, Alternative Investments, Disability Insurance, Asset Allocation, Asset Management, Residential Mortgages, ETFs, Pensions, Portfolio Management, Financial Markets, Life Insurance, Critical Illness, Financial Services, Loans, Insurance, Term Life Insurance, Risk Management, Wealth Management..., Banking, Refinance, Corporate Finance, Investment Management, Financial Planning, Health Insurance, Due Diligence, Funding, Personal Finance
Education
Seneca College of Applied Arts and Technology 1995 — 1995
Post Diploma, Mortgage Brokering
York University 1990 — 1995
Bachelor of Arts, Social Science
Chaminade College
Ava Gill's Investors Group Experience May 2014 - August 2014
Job Student for Life ● Happiness Consultant
Industry Accounting
Experience
Philip Morris International June 2015 - August 2015
Investors Group May 2014 - August 2014
ALDO Group June 2013 - September 2013
Bluenotes June 2012 - September 2012
Education
York University - Schulich School of Business 2013 — 2017
Bachelor's Degree
Université du Québec à Chicoutimi 2015 — 2015
ELFCQ
Turner Fenton Secondary School 2009 — 2013
High School
Philip Morris International June 2015 - August 2015
Investors Group May 2014 - August 2014
ALDO Group June 2013 - September 2013
Bluenotes June 2012 - September 2012
Education
York University - Schulich School of Business 2013 — 2017
Bachelor's Degree
Université du Québec à Chicoutimi 2015 — 2015
ELFCQ
Turner Fenton Secondary School 2009 — 2013
High School
Amy Ozamiz, EPC, CDFA Amy Ozamiz, EPC, CDFA's Investors Group Experience 2009 - Present
Job Amy Ozamiz is a Division Director at Investors Group in Greater Toronto Area in Ontario
Industry Financial Services
Experience
Investors Group 2009 - Present
Investors Group March 2004 - 2009
Kingsway Financial Services Inc. 2002 - 2004
Introtel Communication Networks 2000 - 2002
York Fire & Casualty Insurance CompanyToro 1988 - 1992
Skills
Retirement Planning, Retirement Savings, Critical Illness, Accounting, RRSP, Financial Planners, Estate Planning, Retirement, Wealth Management, Wealth, Business Analysis, Mutual Funds, Wealth Accumulation, Strategic Financial..., Pensions, Small Business, Financial Advisory, Disability Insurance, Loans, Investment Advisory, Mortgage Lending, Investments, Long-term Care, Finance, Succession Planning, Employee Benefits, Cash Management, Residential Mortgages
Education
Ryerson University
Business Administration, Accounting and Finance
Investors Group 2009 - Present
Investors Group March 2004 - 2009
Kingsway Financial Services Inc. 2002 - 2004
Introtel Communication Networks 2000 - 2002
York Fire & Casualty Insurance CompanyToro 1988 - 1992
Skills
Retirement Planning, Retirement Savings, Critical Illness, Accounting, RRSP, Financial Planners, Estate Planning, Retirement, Wealth Management, Wealth, Business Analysis, Mutual Funds, Wealth Accumulation, Strategic Financial..., Pensions, Small Business, Financial Advisory, Disability Insurance, Loans, Investment Advisory, Mortgage Lending, Investments, Long-term Care, Finance, Succession Planning, Employee Benefits, Cash Management, Residential Mortgages
Education
Ryerson University
Business Administration, Accounting and Finance
H.E. Miss Sania Altaf Ansari's Investors Group Experience August 2013 - Present
Job Art Investment Consultant at Hermes Arte Roma
Industry Financial Services
Experience
HERMESARTEROMA March 2015 - Present
Archery for you January 2014 - Present
Investors Group August 2013 - Present
RBC June 2011 - August 2013
Skills
Retirement Planning, Finance, Wealth, Strategic Financial..., Risk Management, Financial Planners, Wealth Management..., Investments, Portfolio Management, Tax, High Net Worth..., Wealth Accumulation, Customer Service, Networking, Banking, Mutual Funds, Relationship Management, Financial Analysis, Financial Services, Residential Mortgages, Insurance, Teamwork, Time Management, Sales, Asset Management, Microsoft Excel, Market Research, Investment Advisory, Financial Risk, Financial Advisory, Wealth Management, Financial Planning
Education
Ryerson University
Seneca College of Applied Arts and Technology
Bachelor's degree, Finance and Financial Management Services
HERMESARTEROMA March 2015 - Present
Archery for you January 2014 - Present
Investors Group August 2013 - Present
RBC June 2011 - August 2013
Skills
Retirement Planning, Finance, Wealth, Strategic Financial..., Risk Management, Financial Planners, Wealth Management..., Investments, Portfolio Management, Tax, High Net Worth..., Wealth Accumulation, Customer Service, Networking, Banking, Mutual Funds, Relationship Management, Financial Analysis, Financial Services, Residential Mortgages, Insurance, Teamwork, Time Management, Sales, Asset Management, Microsoft Excel, Market Research, Investment Advisory, Financial Risk, Financial Advisory, Wealth Management, Financial Planning
Education
Ryerson University
Seneca College of Applied Arts and Technology
Bachelor's degree, Finance and Financial Management Services
Kevin Hopke Kevin Hopke's Investors Group Experience October 1995 - November 1997
Job Senor Documentation Manager WebCenter Portal at Oracle
Industry Information Technology and Services
Experience
Oracle May 2014 - Present
Oracle March 2013 - May 2014
Oracle Corporation February 2010 - March 2013
Sun Microsystems January 2009 - February 2010
Sun Microsystems August 2007 - January 2009
Sun Microsystems September 2003 - August 2007
E*TRADE Financial February 2001 - July 2003
First Calgary Savings September 1999 - March 2000
Bank of Montreal September 1999 - March 2000
Investors Group October 1995 - November 1997
Skills
FrameMaker, Unix, Enterprise Software, EAI, Technical Writing, Online Help, Professional Services, SOA, Software Documentation, Management, HTML, Technical Documentation, Program Management, Leadership, Strategy, Requirements Analysis, XML, Technical Communication, Programming, User Experience, Training, Enterprise Architecture, Agile Methodologies, Quality Assurance, Integration, DITA, Middleware, Content Management
Education
The University of Winnipeg 1990 — 1995
BA, Remote Sensing and Geographic Information Systems
The University of Winnipeg
Bachelor of Arts (BA), Geography and Geographic Informaiton Science
Oracle May 2014 - Present
Oracle March 2013 - May 2014
Oracle Corporation February 2010 - March 2013
Sun Microsystems January 2009 - February 2010
Sun Microsystems August 2007 - January 2009
Sun Microsystems September 2003 - August 2007
E*TRADE Financial February 2001 - July 2003
First Calgary Savings September 1999 - March 2000
Bank of Montreal September 1999 - March 2000
Investors Group October 1995 - November 1997
Skills
FrameMaker, Unix, Enterprise Software, EAI, Technical Writing, Online Help, Professional Services, SOA, Software Documentation, Management, HTML, Technical Documentation, Program Management, Leadership, Strategy, Requirements Analysis, XML, Technical Communication, Programming, User Experience, Training, Enterprise Architecture, Agile Methodologies, Quality Assurance, Integration, DITA, Middleware, Content Management
Education
The University of Winnipeg 1990 — 1995
BA, Remote Sensing and Geographic Information Systems
The University of Winnipeg
Bachelor of Arts (BA), Geography and Geographic Informaiton Science
Alexandra Berish's Investors Group Experience May 2015 - Present
Job Human Resources Professional
Industry Human Resources
Experience
Investors Group May 2015 - Present
Investors Group December 2014 - May 2015
Wilfrid Laurier University September 2013 - April 2014
Wilfrid Laurier University Students' Union January 2013 - April 2014
Wilfrid Laurier University Students' Union April 2011 - April 2014
Wilfrid Laurier University March 2014 - March 2014
Adventure Valley June 2013 - August 2013
Energy Management Group March 2013 - August 2013
Kitchener-Waterloo Access-Ability October 2012 - April 2013
Wilfrid Laurier University September 2012 - April 2013
Skills
Teaching, Teamwork, Lifeguarding, Team Building, Cooperation, PowerPoint, Microsoft Office, Event Planning, Cpr Certified, Team Leadership, Leadership, Public Speaking, AED, Swimming, Microsoft Excel, Research, Coordination, Programming, Team Management, Communication, Public Lectures, Program Development, Creativity, Special Education, Time Management, Social Media, Microsoft Word, Customer Service, Social Networking, Training, Recruiting, Talent Mining, Management, Administration, Event Management
Education
Seneca College of Applied Arts and Technology 2014 — 2015
Postgraduate Certification, Human Resources Management with Cooperative Education
Wilfrid Laurier University 2010 — 2014
Bachelor's Degree, Psychology
Investors Group May 2015 - Present
Investors Group December 2014 - May 2015
Wilfrid Laurier University September 2013 - April 2014
Wilfrid Laurier University Students' Union January 2013 - April 2014
Wilfrid Laurier University Students' Union April 2011 - April 2014
Wilfrid Laurier University March 2014 - March 2014
Adventure Valley June 2013 - August 2013
Energy Management Group March 2013 - August 2013
Kitchener-Waterloo Access-Ability October 2012 - April 2013
Wilfrid Laurier University September 2012 - April 2013
Skills
Teaching, Teamwork, Lifeguarding, Team Building, Cooperation, PowerPoint, Microsoft Office, Event Planning, Cpr Certified, Team Leadership, Leadership, Public Speaking, AED, Swimming, Microsoft Excel, Research, Coordination, Programming, Team Management, Communication, Public Lectures, Program Development, Creativity, Special Education, Time Management, Social Media, Microsoft Word, Customer Service, Social Networking, Training, Recruiting, Talent Mining, Management, Administration, Event Management
Education
Seneca College of Applied Arts and Technology 2014 — 2015
Postgraduate Certification, Human Resources Management with Cooperative Education
Wilfrid Laurier University 2010 — 2014
Bachelor's Degree, Psychology
Long Xia Long Xia's Investors Group Experience January 2011 - June 2011
Job macoeconomy columnist
Industry Financial Services
Experience
Global Maxfin Capital Inc. August 2012 - Present
London Life Company March 2011 - July 2012
Investors Group January 2011 - June 2011
The People’s Bank of China 1994 - 2009
Education
Seneca College of Applied Arts and Technology 2010 — 2011
courses, Financial planning
Huazhong University of Science and Technology 2001 — 2007
Ph.D., in economics, developing economics
Wuhan Polytechnic University 1997 — 2000
M.A., international trade
Global Maxfin Capital Inc. August 2012 - Present
London Life Company March 2011 - July 2012
Investors Group January 2011 - June 2011
The People’s Bank of China 1994 - 2009
Education
Seneca College of Applied Arts and Technology 2010 — 2011
courses, Financial planning
Huazhong University of Science and Technology 2001 — 2007
Ph.D., in economics, developing economics
Wuhan Polytechnic University 1997 — 2000
M.A., international trade
Robyn Suzanne Squire's Investors Group Experience January 2009 - June 2010
Job Canada Financial
Industry Financial Services
Experience
CF Canada Financial January 2015 - Present
Insurance Supermarket Inc. April 2014 - Present
Desjardins Financial Security Independent Network September 2011 - January 2015
Investors Group January 2009 - June 2010
Vancouver Board of Trade February 1998 - June 2003
Knowedge First Financial January 1997 - April 2002
UNIGLOBE Travel International LP October 1987 - May 1990
Marlin Corporate Travel - Vancouver July 1986 - August 1989
Skills
Insurance, Finance, Strategic Financial..., Life Insurance, Financial Planners, Estate Planning, Long-term Care, Financial Planning, Small Business, RRSP, Employee Benefits, Retirement, Investments, Mutual Funds, Disability Insurance, Retirement Planning, Financial Services, Critical Illness, Term Life Insurance, Strategic Planning, Investment Strategies, Sales, Health Insurance, Customer Service, Pensions, Wealth Management, Fixed Annuities, Financial Advisory, Marketing, Management
Education
The University of British Columbia 1990 — 2015
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
IFIC 2009 — 2010
Finance / Investments in the financial services industry., Mutual Fund License
Insurance Council of BC 2009 — 2010
Life License Qualifacation - Full, Life Insurance, Health, CI, DI, LTC
Canadian Institute of Advertising 1991 — 1994
Certified advertising agency practitioner - C.A.A.P, Advertising, Marketing, Finance, PR, Media Buying, Creative
Xerox Professional Selling Skills 1987 — 1988
Level One, Two &. Three, Sales, Distribution, and Marketing Operations, General
CF Canada Financial January 2015 - Present
Insurance Supermarket Inc. April 2014 - Present
Desjardins Financial Security Independent Network September 2011 - January 2015
Investors Group January 2009 - June 2010
Vancouver Board of Trade February 1998 - June 2003
Knowedge First Financial January 1997 - April 2002
UNIGLOBE Travel International LP October 1987 - May 1990
Marlin Corporate Travel - Vancouver July 1986 - August 1989
Skills
Insurance, Finance, Strategic Financial..., Life Insurance, Financial Planners, Estate Planning, Long-term Care, Financial Planning, Small Business, RRSP, Employee Benefits, Retirement, Investments, Mutual Funds, Disability Insurance, Retirement Planning, Financial Services, Critical Illness, Term Life Insurance, Strategic Planning, Investment Strategies, Sales, Health Insurance, Customer Service, Pensions, Wealth Management, Fixed Annuities, Financial Advisory, Marketing, Management
Education
The University of British Columbia 1990 — 2015
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
IFIC 2009 — 2010
Finance / Investments in the financial services industry., Mutual Fund License
Insurance Council of BC 2009 — 2010
Life License Qualifacation - Full, Life Insurance, Health, CI, DI, LTC
Canadian Institute of Advertising 1991 — 1994
Certified advertising agency practitioner - C.A.A.P, Advertising, Marketing, Finance, PR, Media Buying, Creative
Xerox Professional Selling Skills 1987 — 1988
Level One, Two &. Three, Sales, Distribution, and Marketing Operations, General
Michael So Michael So's Investors Group Experience April 2014 - August 2014
Job Marketing Intern, Prudential Hong Kong Ltd.
Industry Marketing and Advertising
Experience
Prudential Hong Kong May 2015 - August 2015
UBC Imprint Conference September 2014 - March 2015
Starbucks June 2014 - November 2014
Investors Group April 2014 - August 2014
Sauder School of Business at UBC December 2013 - June 2014
Alma Mater Society of UBC Vancouver January 2013 - April 2013
Skills
Team Leadership, Teamwork, Social Media, Public Speaking, Research, Customer Service, Marketing Strategy, Dependable Team Player, Entrepreneurship, Branding, Promotions, Data Analysis, Sales, Project Management, Microsoft Excel, Microsoft Project, Leadership, Time Management, Event Planning, Marketing
Education
The University of British Columbia 2012 — 2017
Bachelor of Commerce (BCom), Marketing
Prudential Hong Kong May 2015 - August 2015
UBC Imprint Conference September 2014 - March 2015
Starbucks June 2014 - November 2014
Investors Group April 2014 - August 2014
Sauder School of Business at UBC December 2013 - June 2014
Alma Mater Society of UBC Vancouver January 2013 - April 2013
Skills
Team Leadership, Teamwork, Social Media, Public Speaking, Research, Customer Service, Marketing Strategy, Dependable Team Player, Entrepreneurship, Branding, Promotions, Data Analysis, Sales, Project Management, Microsoft Excel, Microsoft Project, Leadership, Time Management, Event Planning, Marketing
Education
The University of British Columbia 2012 — 2017
Bachelor of Commerce (BCom), Marketing
Aman Bassi Aman Bassi's Investors Group Experience 2011 - 2012
Job SuccessFactors | SAP HCM | Project Manager | Functional Consultant
Industry Computer Software
Experience
GroupeX October 2014 - Present
RBC August 2014 - November 2014
Accenture July 2013 - July 2014
/N SPRO September 2010 - July 2013
Investors Group 2011 - 2012
Sobeys February 2008 - May 2010
CSA Group May 2007 - February 2008
Sobeys January 2007 - May 2007
Canadian Standards Association 2005 - 2006
Perspective Marketing March 2003 - March 2005
Skills
SuccessFactors, Project Management, Requirements Gathering, ERP, Business Analysis, SAP HR, SAP, Business Process, HRIS, Training, Management, Employee Benefits, SAP ERP, Functional Design, Testing, Human Resources, Strategy, Consulting, SAP Implementation, Process Improvement, SAP Portal, Software Documentation, Integration, Time Management, Team Leadership, SAP R/3, Business Process..., Enterprise Software, Change Management, Personnel Management
Education
Sheridan College 2008 — 2009
Project Management
Sheridan College 2006 — 2008
HR Management Courses
Sheridan College 2001 — 2004
SAP Learning Academy
SAP HCM
SuccessFactors
SuccessFactors Mastery
GroupeX October 2014 - Present
RBC August 2014 - November 2014
Accenture July 2013 - July 2014
/N SPRO September 2010 - July 2013
Investors Group 2011 - 2012
Sobeys February 2008 - May 2010
CSA Group May 2007 - February 2008
Sobeys January 2007 - May 2007
Canadian Standards Association 2005 - 2006
Perspective Marketing March 2003 - March 2005
Skills
SuccessFactors, Project Management, Requirements Gathering, ERP, Business Analysis, SAP HR, SAP, Business Process, HRIS, Training, Management, Employee Benefits, SAP ERP, Functional Design, Testing, Human Resources, Strategy, Consulting, SAP Implementation, Process Improvement, SAP Portal, Software Documentation, Integration, Time Management, Team Leadership, SAP R/3, Business Process..., Enterprise Software, Change Management, Personnel Management
Education
Sheridan College 2008 — 2009
Project Management
Sheridan College 2006 — 2008
HR Management Courses
Sheridan College 2001 — 2004
SAP Learning Academy
SAP HCM
SuccessFactors
SuccessFactors Mastery
Michelle Colaço Serra's Investors Group Experience July 2015 - Present
Job Assistente Contábil Fiscal
Industry Financial Services
Experience
Investors Group July 2015 - Present
ARYZTA LLC September 2012 - January 2014
Heidelberger Druckmaschinen AG March 2012 - August 2012
GAAP Auditores e Consultores February 2010 - March 2012
Hospital Albert Sabin February 2006 - February 2010
Skills
Microsoft Word, Microsoft PowerPoint, Fiscal, SAP, SPED Fiscal e EFD..., Apuração de impostos, MasterSaf, Microsoft Excel, Brazilian taxation, Reports, Customer Service Skills, Microsoft Outlook, Liderança, Planejamento estratégico, Finanças, Microsoft Office, Tax, PowerPoint, Contabilidade fiscal, Impostos
Education
ILAC College 2014 — 2015
Service Excellence for Business Diploma
Universidade Paulista 2010 — 2013
Bachelor's degree, Accounting Science
E.E. Profº Manuel Ciridião Buarque 2005 — 2007
Ensino Médio
Investors Group July 2015 - Present
ARYZTA LLC September 2012 - January 2014
Heidelberger Druckmaschinen AG March 2012 - August 2012
GAAP Auditores e Consultores February 2010 - March 2012
Hospital Albert Sabin February 2006 - February 2010
Skills
Microsoft Word, Microsoft PowerPoint, Fiscal, SAP, SPED Fiscal e EFD..., Apuração de impostos, MasterSaf, Microsoft Excel, Brazilian taxation, Reports, Customer Service Skills, Microsoft Outlook, Liderança, Planejamento estratégico, Finanças, Microsoft Office, Tax, PowerPoint, Contabilidade fiscal, Impostos
Education
ILAC College 2014 — 2015
Service Excellence for Business Diploma
Universidade Paulista 2010 — 2013
Bachelor's degree, Accounting Science
E.E. Profº Manuel Ciridião Buarque 2005 — 2007
Ensino Médio
Xiaodan Chelsea Hu's Investors Group Experience July 2014 - June 2015
Job Premium Banker at HSBC
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management July 2015 - Present
Investors Group July 2014 - June 2015
Palazzo Grassi François Pinault Foundation February 2012 - May 2012
Skills
Financial Planning, Investment Strategies, Mutual Funds, RRSP, RESP, Mortgage Lending
Education
Shanghai International Studies University
Bachelor's Degree
Université Panthéon Sorbonne (Paris I)
Master's Degree
HSBC Retail Banking and Wealth Management July 2015 - Present
Investors Group July 2014 - June 2015
Palazzo Grassi François Pinault Foundation February 2012 - May 2012
Skills
Financial Planning, Investment Strategies, Mutual Funds, RRSP, RESP, Mortgage Lending
Education
Shanghai International Studies University
Bachelor's Degree
Université Panthéon Sorbonne (Paris I)
Master's Degree
Joe (Joseph) Ip Joe (Joseph) Ip's Investors Group Experience May 2013 - August 2013
Job Sales and Trading Summer Analyst at BMO Capital Markets
Industry Capital Markets
Experience
Pacific Venture Capital Conference & Competition July 2015 - Present
BMO Capital Markets May 2015 - August 2015
Morgan Stanley January 2015 - April 2015
Young Investor Program Canada July 2013 - April 2015
Instream Energy Systems July 2014 - September 2014
IVEST Consumer Partners July 2013 - October 2013
Investors Group May 2013 - August 2013
Skills
Analysis, Perseverance, Problem Solving, Competitive, Microsoft Excel, Financial Modeling, Writing, Leadership, Accounting, Attention to Detail, Team Leadership, Challenge Driven, Customer Service, Networking, PowerPoint, Research, Marketing, Microsoft Word, Critical Thinking, Capital IQ, Communication, Teamwork, VBA, Bloomberg, Microsoft Office, Time Management
Education
The University of British Columbia / UBC 2011 — 2015
Bachelor of Commerce (BCom), Finance
Pacific Venture Capital Conference & Competition July 2015 - Present
BMO Capital Markets May 2015 - August 2015
Morgan Stanley January 2015 - April 2015
Young Investor Program Canada July 2013 - April 2015
Instream Energy Systems July 2014 - September 2014
IVEST Consumer Partners July 2013 - October 2013
Investors Group May 2013 - August 2013
Skills
Analysis, Perseverance, Problem Solving, Competitive, Microsoft Excel, Financial Modeling, Writing, Leadership, Accounting, Attention to Detail, Team Leadership, Challenge Driven, Customer Service, Networking, PowerPoint, Research, Marketing, Microsoft Word, Critical Thinking, Capital IQ, Communication, Teamwork, VBA, Bloomberg, Microsoft Office, Time Management
Education
The University of British Columbia / UBC 2011 — 2015
Bachelor of Commerce (BCom), Finance
Yolima Ocampo Giraldo Yolima Ocampo Giraldo's Investors Group Experience April 2015 - June 2015
Job Tax and Accounting Associate
Industry Logistics and Supply Chain
Experience
Net Worth Financial Planning March 2015 - Present
Investors Group April 2015 - June 2015
Best Distribution Services August 2009 - December 2013
Transportadora Zafiro June 2011 - October 2013
Agroindustrias May 2008 - July 2009
Skills
Contabilidad, Finanzas..., Logística, Estrategia empresarial, Planificación..., Liderazgo de equipos, Transporte, Trabajo en equipo, Español, Inglés
Education
ESL- Toronto, Canada 2014 — 2015
Enseñanza de inglés como lengua extranjera
Universidad del Valle (CO) 1998 — 2005
Contadora Pública, Administración
Net Worth Financial Planning March 2015 - Present
Investors Group April 2015 - June 2015
Best Distribution Services August 2009 - December 2013
Transportadora Zafiro June 2011 - October 2013
Agroindustrias May 2008 - July 2009
Skills
Contabilidad, Finanzas..., Logística, Estrategia empresarial, Planificación..., Liderazgo de equipos, Transporte, Trabajo en equipo, Español, Inglés
Education
ESL- Toronto, Canada 2014 — 2015
Enseñanza de inglés como lengua extranjera
Universidad del Valle (CO) 1998 — 2005
Contadora Pública, Administración
Shauna Rabut Shauna Rabut's Investors Group Experience 2004 - 2007
Job Marketing Generalist at Long View Systems
Industry Information Technology and Services
Experience
Long View Systems July 2007 - Present
Investors Group 2004 - 2007
Skills
Vendor Management, Project Management, Microsoft Office, Customer Service, Marketing Communications, Event Planning, Project Planning, Outlook, Event Management
Education
Southern Alberta Institute of Technology / SAIT 2007 — 2011
Master of Graphics and Web Design Certificate
University of Manitoba
Bachelor of Arts (B.A.), History
Long View Systems July 2007 - Present
Investors Group 2004 - 2007
Skills
Vendor Management, Project Management, Microsoft Office, Customer Service, Marketing Communications, Event Planning, Project Planning, Outlook, Event Management
Education
Southern Alberta Institute of Technology / SAIT 2007 — 2011
Master of Graphics and Web Design Certificate
University of Manitoba
Bachelor of Arts (B.A.), History
setareh kordi setareh kordi's Investors Group Experience May 2014 - July 2015
Job Financial Advisor for Small Businesses
Industry Financial Services
Experience
Scotiabank August 2015 - Present
Investors Group May 2014 - July 2015
University of Northern British Columbia September 2009 - April 2010
Behfaran Company June 2005 - July 2009
Education
University of Northern British Columbia 2009 — 2013
Master of Arts (M.A.), Development Economics
Shahid Beheshti University 2006 — 2009
Master of Science (M.Sc.), Accounting
Shahid Beheshti University 2002 — 2006
Bachelor of Science (B.Sc.), Accounting
Scotiabank August 2015 - Present
Investors Group May 2014 - July 2015
University of Northern British Columbia September 2009 - April 2010
Behfaran Company June 2005 - July 2009
Education
University of Northern British Columbia 2009 — 2013
Master of Arts (M.A.), Development Economics
Shahid Beheshti University 2006 — 2009
Master of Science (M.Sc.), Accounting
Shahid Beheshti University 2002 — 2006
Bachelor of Science (B.Sc.), Accounting
Brenda Lee Tobac, CPA, MBA Brenda Lee Tobac, CPA, MBA's Investors Group Experience September 2012 - Present
Job Recruiting Coordinator at Tobac Wealth Management
Industry Financial Services
Experience
Investors Group September 2012 - Present
Scotiabank October 2001 - February 2009
Deloitte September 1999 - September 2001
Skills
CPA, Experience in..., Entrepreneurship, Financial Analysis, Tax, Mutual Funds, Banking, Recruiting, Strategic Financial..., CRM, Management, Financial Accounting, Accounting, Financial Planning, Wealth Management, Finance, Financial Services, Leadership, Team Leadership
Education
The University of North Dakota 1992 — 1998
Master of Business Administration (M.B.A.), Bachelor of Accountancy
Investors Group September 2012 - Present
Scotiabank October 2001 - February 2009
Deloitte September 1999 - September 2001
Skills
CPA, Experience in..., Entrepreneurship, Financial Analysis, Tax, Mutual Funds, Banking, Recruiting, Strategic Financial..., CRM, Management, Financial Accounting, Accounting, Financial Planning, Wealth Management, Finance, Financial Services, Leadership, Team Leadership
Education
The University of North Dakota 1992 — 1998
Master of Business Administration (M.B.A.), Bachelor of Accountancy
Samuel Waxman, CHS's Investors Group Experience March 2012 - April 2012
Job Managing Partner and Financial Advisor at Millennial Financial Group
Industry Financial Services
Experience
Millennial Financial Group December 2014 - Present
Peter Waxman Insurance Agency Ltd. February 2012 - December 2014
Investors Group March 2012 - April 2012
Desjardins Financial Security Independent Network November 2011 - December 2011
Camp Wahanowin June 2010 - August 2011
Manulife Financial May 2011 - June 2011
Alpha Epsilon Pi August 2009 - June 2010
Skills
Insurance, Investments, Critical Illness, Disability Insurance, Team Leadership, Financial Advisory, Estate Planning, Leadership, Life Insurance, Financial Services, Portfolio Management, Wealth, Health Insurance, Financial Planning, Insurance Planning, Retirement Savings, Public Speaking, Problem Solving, Retirement Planning, Retirement Solutions, Long Term Care, Group Benefits, Employee Benefits, Pensions, RRSP, TFSA, RESP, Fixed Annuities, Investment Advisory, Investment Strategies, Financial Planners, Retirement
Education
Seneca College of Applied Arts and Technology 2011 — 2012
Graduate Certificate Program, Financial Services Practitioner
The University of Western Ontario 2006 — 2011
Bachelor of Arts (BA), Political Science and Government
Millennial Financial Group December 2014 - Present
Peter Waxman Insurance Agency Ltd. February 2012 - December 2014
Investors Group March 2012 - April 2012
Desjardins Financial Security Independent Network November 2011 - December 2011
Camp Wahanowin June 2010 - August 2011
Manulife Financial May 2011 - June 2011
Alpha Epsilon Pi August 2009 - June 2010
Skills
Insurance, Investments, Critical Illness, Disability Insurance, Team Leadership, Financial Advisory, Estate Planning, Leadership, Life Insurance, Financial Services, Portfolio Management, Wealth, Health Insurance, Financial Planning, Insurance Planning, Retirement Savings, Public Speaking, Problem Solving, Retirement Planning, Retirement Solutions, Long Term Care, Group Benefits, Employee Benefits, Pensions, RRSP, TFSA, RESP, Fixed Annuities, Investment Advisory, Investment Strategies, Financial Planners, Retirement
Education
Seneca College of Applied Arts and Technology 2011 — 2012
Graduate Certificate Program, Financial Services Practitioner
The University of Western Ontario 2006 — 2011
Bachelor of Arts (BA), Political Science and Government
Victoria Lyubchenko Victoria Lyubchenko's Investors Group Experience Recruitment Coordinator
Job Recruitment Coordinator (Coop Position) at Investors Group
Industry Renewables & Environment
Experience
Investors Group Recruitment Coordinator
Skills
Marketing, Facebook, Press Releases, Marketing Strategy, Public Speaking, Market Research, Social Media, Product Marketing, Sales, Event Planning, New Business Development, Competitive Analysis, SEO, Public Relations, Advertising
Education
Seneca College of Applied Arts and Technology 2015 — 2015
Graduate Certificate, Human Resources Management
Wilfrid Laurier University 2007 — 2011
Honours BBA
Investors Group Recruitment Coordinator
Skills
Marketing, Facebook, Press Releases, Marketing Strategy, Public Speaking, Market Research, Social Media, Product Marketing, Sales, Event Planning, New Business Development, Competitive Analysis, SEO, Public Relations, Advertising
Education
Seneca College of Applied Arts and Technology 2015 — 2015
Graduate Certificate, Human Resources Management
Wilfrid Laurier University 2007 — 2011
Honours BBA
Alen Majstorovic Alen Majstorovic's Investors Group Experience April 2013 - July 2013
Job Client Service Representative at RBC Investor & Treasury Services
Industry Financial Services
Experience
RBC Investor & Treasury Services January 2014 - July 2014
TD Wealth Management (Temporary Agency Staffing) October 2013 - December 2013
Investors Group April 2013 - July 2013
Millennium Research Group September 2012 - November 2012
OEC Group Canada June 2007 - September 2008
Canadian Soccer League & Ontario Varsity Teams April 2001 - May 2007
Millennium Research Group December 2005 - February 2006
JAS Forwarding Worldwide May 2004 - August 2004
Skills
Logistics, Business Development, Financial Analysis, Software Documentation, Sales, Corporate Finance, Shipping, Customer Service, Teamwork, Customs Regulations, Freight, Import, Product Development, Data Entry, Auditing, Accounting
Education
York University 2008 — 2012
BA Specialized Honours, Economics, 3.0 (B)
Seneca College of Applied Arts and Technology 2001 — 2004
College Diploma, International Business
Vaughn Road Academy 1998 — 2001
High School Diploma
RBC Investor & Treasury Services January 2014 - July 2014
TD Wealth Management (Temporary Agency Staffing) October 2013 - December 2013
Investors Group April 2013 - July 2013
Millennium Research Group September 2012 - November 2012
OEC Group Canada June 2007 - September 2008
Canadian Soccer League & Ontario Varsity Teams April 2001 - May 2007
Millennium Research Group December 2005 - February 2006
JAS Forwarding Worldwide May 2004 - August 2004
Skills
Logistics, Business Development, Financial Analysis, Software Documentation, Sales, Corporate Finance, Shipping, Customer Service, Teamwork, Customs Regulations, Freight, Import, Product Development, Data Entry, Auditing, Accounting
Education
York University 2008 — 2012
BA Specialized Honours, Economics, 3.0 (B)
Seneca College of Applied Arts and Technology 2001 — 2004
College Diploma, International Business
Vaughn Road Academy 1998 — 2001
High School Diploma
Filmer C's Investors Group Experience May 2010 - September 2010
Job Research Assistant at the University of Alberta
Industry Higher Education
Experience
University of Alberta September 2012 - 2015
University of Alberta September 2012 - 2013
Ryerson University August 2011 - May 2012
Investors Group May 2010 - September 2010
Baton Rouge July 2009 - May 2010
Safety (Electrical Contracting Company) January 2004 - June 2009
Skills
Economics, Public Health, Health Economics, Statistics, Research, Data Analysis, Stata, Finance, Macroeconomics, Time Management, SPSS, Econometrics, Matlab
Education
University of Alberta 2013 — 2015
Master of Science (MSc), Health Policy Research- Public Health
University of Alberta 2012 — 2013
Doctor of Philosophy (Ph.D.), Economics
Ryerson University 2011 — 2012
Master of Arts (M.A.), International Economics and Finance
Ryerson University 2007 — 2011
Bachelor of Arts (B.A.), International Economics and Finance
Jarvis C.I.
University of Alberta September 2012 - 2015
University of Alberta September 2012 - 2013
Ryerson University August 2011 - May 2012
Investors Group May 2010 - September 2010
Baton Rouge July 2009 - May 2010
Safety (Electrical Contracting Company) January 2004 - June 2009
Skills
Economics, Public Health, Health Economics, Statistics, Research, Data Analysis, Stata, Finance, Macroeconomics, Time Management, SPSS, Econometrics, Matlab
Education
University of Alberta 2013 — 2015
Master of Science (MSc), Health Policy Research- Public Health
University of Alberta 2012 — 2013
Doctor of Philosophy (Ph.D.), Economics
Ryerson University 2011 — 2012
Master of Arts (M.A.), International Economics and Finance
Ryerson University 2007 — 2011
Bachelor of Arts (B.A.), International Economics and Finance
Jarvis C.I.
Alky Ndzila's Investors Group Experience April 2008 - January 2011
Job Directeur principal Vente et marketing Assurance Individuelle chez Manuvie
Industry Financial Services
Experience
Manuvie August 2015 - Present
Financière Manuvie November 2013 - Present
Manulife Financial December 2011 - Present
Investors Group April 2008 - January 2011
Skills
Assurance, Investissements, Gestion de patrimoine, Fonds mutuel, Retraite
Education
Teluq 2012 — 2014
Certificat en planification financière, Planification et services financiers
2003 — 2007
Bac, Bidisciplinaire en Mathematique et Economie
Université de Montréal
Manuvie August 2015 - Present
Financière Manuvie November 2013 - Present
Manulife Financial December 2011 - Present
Investors Group April 2008 - January 2011
Skills
Assurance, Investissements, Gestion de patrimoine, Fonds mutuel, Retraite
Education
Teluq 2012 — 2014
Certificat en planification financière, Planification et services financiers
2003 — 2007
Bac, Bidisciplinaire en Mathematique et Economie
Université de Montréal
Karin Barbaro's Investors Group Experience March 2014 - Present
Job Manager Marketing Technologies Utilization at Investors Group
Industry Financial Services
Experience
Investors Group March 2014 - Present
Investors Group July 2012 - March 2014
Investors Group Financial Services Inc. October 2005 - August 2012
Investors Group Financial Services Inc. April 1999 - July 2005
Investors Group Financial Services May 1987 - April 1999
Skills
Strategic Financial..., Retirement Planning, Asset Allocation, Strategic Planning, Financial Planners, Mutual Funds, Estate Planning, Critical Illness, Investments, Mortgage Lending, Wealth Management
Education
The University of Winnipeg 1989 — 1995
Investors Group March 2014 - Present
Investors Group July 2012 - March 2014
Investors Group Financial Services Inc. October 2005 - August 2012
Investors Group Financial Services Inc. April 1999 - July 2005
Investors Group Financial Services May 1987 - April 1999
Skills
Strategic Financial..., Retirement Planning, Asset Allocation, Strategic Planning, Financial Planners, Mutual Funds, Estate Planning, Critical Illness, Investments, Mortgage Lending, Wealth Management
Education
The University of Winnipeg 1989 — 1995
Phil Crompton Phil Crompton's Investors Group Experience June 2014 - Present
Job Financial Advisor at Investors Group
Industry Financial Services
Experience
Investors Group June 2014 - Present
News Data Canada (NDC) May 2014 - Present
Cision Canada 2009 - December 2014
Cision North America 2008 - 2010
Bowdens Media Monitoring 2004 - 2008
Bowdens Media Monitoring 1999 - 2005
Sports Eye 1996 - 1998
Standardbred Canada 1995 - 1997
Skills
Social Media, Leadership, Digital Media, Business Development, Management, Integrated Marketing, Public Relations, CRM, Media Relations, Strategic Planning, Corporate Communications, Project Management, Training, Advertising, Strategic Communications, Business Process..., Sales, Broadcast, Social Media Marketing, Marketing Communications, Marketing, Account Management, SaaS, Marketing Strategy, Operations Management, Budgets, E-commerce, Team Building, Media Monitoring, New Business Development, Editing, Strategy, Product Management, Social Media Measurement, Product Development, Reputation Management, Social Networking, Strategic Partnerships, Personal Finance, Tax Planning, Estate Planning, Financial Planning, Financial Services, Wealth Management, Crisis Communications, Internal Communications, Publicity, New Media, Content Management
Education
Ryerson University
Bachelor of Arts (B.A.), Broadcast Journalism
Investors Group June 2014 - Present
News Data Canada (NDC) May 2014 - Present
Cision Canada 2009 - December 2014
Cision North America 2008 - 2010
Bowdens Media Monitoring 2004 - 2008
Bowdens Media Monitoring 1999 - 2005
Sports Eye 1996 - 1998
Standardbred Canada 1995 - 1997
Skills
Social Media, Leadership, Digital Media, Business Development, Management, Integrated Marketing, Public Relations, CRM, Media Relations, Strategic Planning, Corporate Communications, Project Management, Training, Advertising, Strategic Communications, Business Process..., Sales, Broadcast, Social Media Marketing, Marketing Communications, Marketing, Account Management, SaaS, Marketing Strategy, Operations Management, Budgets, E-commerce, Team Building, Media Monitoring, New Business Development, Editing, Strategy, Product Management, Social Media Measurement, Product Development, Reputation Management, Social Networking, Strategic Partnerships, Personal Finance, Tax Planning, Estate Planning, Financial Planning, Financial Services, Wealth Management, Crisis Communications, Internal Communications, Publicity, New Media, Content Management
Education
Ryerson University
Bachelor of Arts (B.A.), Broadcast Journalism
Adriana Moran Adriana Moran's Investors Group Experience April 2012 - August 2012
Job Recruiting Assistant at The Boston Consulting Group
Industry Staffing and Recruiting
Experience
The Boston Consulting Group August 2014 - Present
Browns Shoes Inc. November 2012 - August 2014
Investors Group April 2012 - August 2012
Productos EFE, S.A May 2011 - August 2011
Skills
Human Resources, Recruiting, Sourcing, Screening Resumes, Employee Training, Phone Screening, Teamwork, Microsoft Office, Microsoft Excel, SPSS, Personnel Management, Interpersonal..., Organized Multi-tasker, Goal Oriented, Timely Decision Making, Collaborative Problem..., Culture Change, Adapt Quickly to Change, Organizational..., Training, Time Management, Negotiation, Pre-screening
Education
York University 2011 — 2013
Honours Bachelor Human Resource Management, Human Resource Management
Universidad Católica Andrés Bello 2007 — 2011
Industrial Relations, Industrial Relations
The Boston Consulting Group August 2014 - Present
Browns Shoes Inc. November 2012 - August 2014
Investors Group April 2012 - August 2012
Productos EFE, S.A May 2011 - August 2011
Skills
Human Resources, Recruiting, Sourcing, Screening Resumes, Employee Training, Phone Screening, Teamwork, Microsoft Office, Microsoft Excel, SPSS, Personnel Management, Interpersonal..., Organized Multi-tasker, Goal Oriented, Timely Decision Making, Collaborative Problem..., Culture Change, Adapt Quickly to Change, Organizational..., Training, Time Management, Negotiation, Pre-screening
Education
York University 2011 — 2013
Honours Bachelor Human Resource Management, Human Resource Management
Universidad Católica Andrés Bello 2007 — 2011
Industrial Relations, Industrial Relations
Christelle Adisso Christelle Adisso's Investors Group Experience September 2012 - Present
Job Executive Assistant at Investors Group
Industry Investment Management
Experience
Investors Group September 2012 - Present
Education
Telfer School of Management at the University of Ottawa 2009 — 2013
Honours Bachelor of Commerce, Finance, Cum Laude distinction
Investors Group September 2012 - Present
Education
Telfer School of Management at the University of Ottawa 2009 — 2013
Honours Bachelor of Commerce, Finance, Cum Laude distinction
Steven Szoldra Steven Szoldra's Investors Group Experience July 2013 - Present
Job Wealth Management at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group July 2013 - Present
Skills
Public Speaking, Customer Service, Event Planning, Event Management, Microsoft Office, Food, Hospitality, Social Media, Microsoft Excel, Food & Beverage, Microsoft Word, Bartending, Menu Development, Sales, Marketing, Team Building, Restaurants, Coaching, Inventory Management, Restaurant Management, Management, Hospitality Management, Social Media Marketing, Training, Social Networking, Food Service, Cooking, Sports, Marketing Strategy, Strategic Planning, Hotels, Catering, Hospitality Industry, Micros, Time Management, Investments, Teamwork, Strategic Financial..., Leadership, Finance, Customer Satisfaction, Team Leadership, Financial Planning, Financial Services, Retirement
Education
Seneca College of Applied Arts and Technology 2015 — 2016
CFP, Financial Planning and Services
IFSE Institute 2013 — 2013
LLQP Life License
IFSE Institute 2012 — 2013
Investment Fund Institute Canada
Humber College 2007 — 2009
SAIS
Investors Group July 2013 - Present
Skills
Public Speaking, Customer Service, Event Planning, Event Management, Microsoft Office, Food, Hospitality, Social Media, Microsoft Excel, Food & Beverage, Microsoft Word, Bartending, Menu Development, Sales, Marketing, Team Building, Restaurants, Coaching, Inventory Management, Restaurant Management, Management, Hospitality Management, Social Media Marketing, Training, Social Networking, Food Service, Cooking, Sports, Marketing Strategy, Strategic Planning, Hotels, Catering, Hospitality Industry, Micros, Time Management, Investments, Teamwork, Strategic Financial..., Leadership, Finance, Customer Satisfaction, Team Leadership, Financial Planning, Financial Services, Retirement
Education
Seneca College of Applied Arts and Technology 2015 — 2016
CFP, Financial Planning and Services
IFSE Institute 2013 — 2013
LLQP Life License
IFSE Institute 2012 — 2013
Investment Fund Institute Canada
Humber College 2007 — 2009
SAIS
Claudette Martinez Claudette Martinez's Investors Group Experience 2011 - Present
Job Financial Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. October 2011 - Present
Investors Group 2011 - Present
Bustard Chrysler August 2009 - July 2011
Skills
Sales Management, Financial Planning, Customer Service, Retirement Planning, Wealth Management, Critical Illness, Retirement, Mutual Funds, Pensions, Wealth, Financial Planners, Mortgage Lending, Investments, Financial Advisory, Investment Advisory, Estate Planning, Fixed Annuities, Disability Insurance, Insurance
Education
Monsignor Doyle 1983 — 1986
Seneca College of Applied Arts and Technology
Investors Group Financial Services Inc. October 2011 - Present
Investors Group 2011 - Present
Bustard Chrysler August 2009 - July 2011
Skills
Sales Management, Financial Planning, Customer Service, Retirement Planning, Wealth Management, Critical Illness, Retirement, Mutual Funds, Pensions, Wealth, Financial Planners, Mortgage Lending, Investments, Financial Advisory, Investment Advisory, Estate Planning, Fixed Annuities, Disability Insurance, Insurance
Education
Monsignor Doyle 1983 — 1986
Seneca College of Applied Arts and Technology
Jay Punk Jay Punk's Investors Group Experience July 1998 - May 2000
Job Director, OLD
Industry Computer Software
Experience
Avanade, Inc. June 2007 - Present
Accenture May 2006 - June 2007
Avanade May 2005 - June 2007
Dell May 2000 - May 2005
Investors Group July 1998 - May 2000
CNA Insurance January 1994 - July 1998
Continental Insurance Corporation June 1991 - January 1994
Six Flags May 1990 - June 1991
Jackson Township Board of Education May 1989 - May 1990
Skills
SharePoint, Solution Architecture, Enterprise Architecture, Cloud Computing, Microsoft Technologies, Software Project...
Education
The Chubb Institute 1997 — 1999
Client Service Application Development, Client Server and Internet Application Development
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1993
Master of Business Administration (MBA)
The Catholic University of America 1987 — 1991
BA, Political Science/Psychology
La Sorbonne, The University of Paris 1989 — 1990
Francais
Avanade, Inc. June 2007 - Present
Accenture May 2006 - June 2007
Avanade May 2005 - June 2007
Dell May 2000 - May 2005
Investors Group July 1998 - May 2000
CNA Insurance January 1994 - July 1998
Continental Insurance Corporation June 1991 - January 1994
Six Flags May 1990 - June 1991
Jackson Township Board of Education May 1989 - May 1990
Skills
SharePoint, Solution Architecture, Enterprise Architecture, Cloud Computing, Microsoft Technologies, Software Project...
Education
The Chubb Institute 1997 — 1999
Client Service Application Development, Client Server and Internet Application Development
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1993
Master of Business Administration (MBA)
The Catholic University of America 1987 — 1991
BA, Political Science/Psychology
La Sorbonne, The University of Paris 1989 — 1990
Francais
Jesse Begin, CFP, EPC's Investors Group Experience October 2012 - Present
Job Division Director at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group October 2012 - Present
Investors Group Financial Services Inc. July 2006 - October 2012
Skills
Critical Illness, Disability Insurance, Long-term Care, Investments, Segregated Funds, RRSP, Group Insurance, TFSA, Insurance, Employee Benefits, Mutual Funds, Life Insurance, Retirement Planning, Retirement, Wealth, Retirement Savings, Pensions, Financial Planners, Estate Planning, Business Networking, Income Protection, Wealth Management, Risk Management, Small Business, Strategic Financial..., Financial Goals, Portfolio Management, Financial Advisory, Retirement Plan..., Personal Finance, Investment Strategies, Investment Advisory, Finance, High Net Worth..., Mortgage Lending, Financial Services, Financial Planning
Education
Business career college 2013 — 2013
Elder Planning Counselor, Financial Planning and Services
Southern Alberta Institute of Technology 2003 — 2005
Diploma, Financial services
Cochrane high School 1997 — 2000
Investors Group October 2012 - Present
Investors Group Financial Services Inc. July 2006 - October 2012
Skills
Critical Illness, Disability Insurance, Long-term Care, Investments, Segregated Funds, RRSP, Group Insurance, TFSA, Insurance, Employee Benefits, Mutual Funds, Life Insurance, Retirement Planning, Retirement, Wealth, Retirement Savings, Pensions, Financial Planners, Estate Planning, Business Networking, Income Protection, Wealth Management, Risk Management, Small Business, Strategic Financial..., Financial Goals, Portfolio Management, Financial Advisory, Retirement Plan..., Personal Finance, Investment Strategies, Investment Advisory, Finance, High Net Worth..., Mortgage Lending, Financial Services, Financial Planning
Education
Business career college 2013 — 2013
Elder Planning Counselor, Financial Planning and Services
Southern Alberta Institute of Technology 2003 — 2005
Diploma, Financial services
Cochrane high School 1997 — 2000
François Morin François Morin's Investors Group Experience July 2004 - June 2012
Job Regional VicePresident,Quebec and Atlantic provinces, TD Wealth Financial Planning
Industry Financial Services
Experience
TD Waterhouse June 2012 - Present
Investors group July 2004 - June 2012
Investors Group May 2000 - June 2004
Standard Life 1996 - 2000
Great West Life 1989 - 1996
Skills
Talent Acquisition, Team Management, Coaching, Web 2.0, Sales Management, Fonds mutuel, Finance
Education
Université du Québec à Montréal 1984 — 1989
Bachelor of Business Administration
TD Waterhouse June 2012 - Present
Investors group July 2004 - June 2012
Investors Group May 2000 - June 2004
Standard Life 1996 - 2000
Great West Life 1989 - 1996
Skills
Talent Acquisition, Team Management, Coaching, Web 2.0, Sales Management, Fonds mutuel, Finance
Education
Université du Québec à Montréal 1984 — 1989
Bachelor of Business Administration
Tara Bjorgan's Investors Group Experience September 2005 - October 2008
Job Director, Client Services at BIG Interactive
Industry Marketing and Advertising
Experience
BIG Interactive Corporation February 2011 - Present
The Write Impact June 2010 - Present
Krave Solutions Inc. October 2010 - October 2010
Wynne Exhibits Ltd. May 2010 - September 2010
Stephanie Hart - Financial Consultant May 2010 - August 2010
Assante Capital Management October 2008 - April 2010
Investors Group September 2005 - October 2008
CIBC February 2005 - September 2005
Regina Motor Products April 2004 - November 2004
Husky Oil Operations May 2001 - December 2001
Skills
Marketing Strategy, Brand Development, Advertising, Corporate Communications, Marketing, Creative Direction, Website Development, Copywriting, Project Management, Project Coordination, Project Planning, Process Improvement, Marketing Management, Management, Leadership, Event Management, Marketing Communications, Social Media Marketing, Strategic Planning
Education
The University of Lethbridge 1998 — 2001
Management, Marketing
The University of Lethbridge
Bachelor of Management / Marketing Major
BIG Interactive Corporation February 2011 - Present
The Write Impact June 2010 - Present
Krave Solutions Inc. October 2010 - October 2010
Wynne Exhibits Ltd. May 2010 - September 2010
Stephanie Hart - Financial Consultant May 2010 - August 2010
Assante Capital Management October 2008 - April 2010
Investors Group September 2005 - October 2008
CIBC February 2005 - September 2005
Regina Motor Products April 2004 - November 2004
Husky Oil Operations May 2001 - December 2001
Skills
Marketing Strategy, Brand Development, Advertising, Corporate Communications, Marketing, Creative Direction, Website Development, Copywriting, Project Management, Project Coordination, Project Planning, Process Improvement, Marketing Management, Management, Leadership, Event Management, Marketing Communications, Social Media Marketing, Strategic Planning
Education
The University of Lethbridge 1998 — 2001
Management, Marketing
The University of Lethbridge
Bachelor of Management / Marketing Major
M. Craig Lowe, CPA, CA M. Craig Lowe, CPA, CA's Investors Group Experience March 2014 - Present
Job Personal Financial Planner at Investors Group
Industry Accounting
Experience
Investors Group March 2014 - Present
NBCUniversal, Inc. June 2013 - Present
Eh-Okay Productions in association with Outpost Media Inc. February 2013 - April 2013
NBCUniversal, Inc. March 2012 - November 2012
NBCUniversal, Inc. February 2012 - March 2012
BBC/Cineflix January 2012 - January 2012
Warner Bros. Television November 2011 - December 2011
NBC Universal March 2011 - November 2011
Sable Films October 2010 - July 2011
Ernst & Young LLP, Toronto Head Office May 2006 - April 2010
Skills
Risk Management, Auditing, Financial Reporting, Project Management
Education
John Gaskin Productions LLC 2010 — 2011
Certificate of Completion, Film Accounting & Budgeting
The University of Illinois 2001 — 2002
Certified Public Accountant (Illinois), Accounting
Canadian Institute of Chartered Accountants 1995 — 1998
Canadian Chartered Accountant
The University of British Columbia 1991 — 1995
Bachelor of Commerce, Accounting
Investors Group March 2014 - Present
NBCUniversal, Inc. June 2013 - Present
Eh-Okay Productions in association with Outpost Media Inc. February 2013 - April 2013
NBCUniversal, Inc. March 2012 - November 2012
NBCUniversal, Inc. February 2012 - March 2012
BBC/Cineflix January 2012 - January 2012
Warner Bros. Television November 2011 - December 2011
NBC Universal March 2011 - November 2011
Sable Films October 2010 - July 2011
Ernst & Young LLP, Toronto Head Office May 2006 - April 2010
Skills
Risk Management, Auditing, Financial Reporting, Project Management
Education
John Gaskin Productions LLC 2010 — 2011
Certificate of Completion, Film Accounting & Budgeting
The University of Illinois 2001 — 2002
Certified Public Accountant (Illinois), Accounting
Canadian Institute of Chartered Accountants 1995 — 1998
Canadian Chartered Accountant
The University of British Columbia 1991 — 1995
Bachelor of Commerce, Accounting
Teresa Chong, CFP, BBA's Investors Group Experience 2005 - Present
Job Certified Financial Planner at Investors Group
Industry Financial Services
Experience
Investors Group 2005 - Present
Bank of Montreal 1997 - 2001
CIBC 1989 - 1997
American Express 1988 - 1989
Skills
Wealth Management, Mutual Funds, Retirement, Retirement Planning, Strategic Financial..., Investment Advisory, Investments, Financial Services, Finance, Portfolio Management, Banking, Management, Wealth, Risk Management, Relationship Management, Financial Planning
Education
The Chinese University of Hong Kong 1981 — 1985
B.B.A. (Hon.), Finance, Marketing
Financial Planners Standards Council
Certified Financial Planner, Financial Planning
Life Licence Qualification Program
Life and Living Benefits insurance
Investors Group 2005 - Present
Bank of Montreal 1997 - 2001
CIBC 1989 - 1997
American Express 1988 - 1989
Skills
Wealth Management, Mutual Funds, Retirement, Retirement Planning, Strategic Financial..., Investment Advisory, Investments, Financial Services, Finance, Portfolio Management, Banking, Management, Wealth, Risk Management, Relationship Management, Financial Planning
Education
The Chinese University of Hong Kong 1981 — 1985
B.B.A. (Hon.), Finance, Marketing
Financial Planners Standards Council
Certified Financial Planner, Financial Planning
Life Licence Qualification Program
Life and Living Benefits insurance
Laura Vono Laura Vono's Investors Group Experience March 2008 - September 2009
Job Financial Services Representative at CIBC
Industry Financial Services
Experience
CIBC December 2009 - Present
Investors Group March 2008 - September 2009
State Farm Insurance April 2006 - August 2007
Education
Ryerson University 2003 — 2007
B.Comm, Finance and Accounting
CIBC December 2009 - Present
Investors Group March 2008 - September 2009
State Farm Insurance April 2006 - August 2007
Education
Ryerson University 2003 — 2007
B.Comm, Finance and Accounting
Bill McNamee-Lamb Bill McNamee-Lamb's Investors Group Experience 1999 - 2002
Job Managing Director, McNameeLamb & Associates
Industry Human Resources
Experience
Challenger Motor Freight Inc May 2015 - Present
McNamee-Lamb & Associates January 2003 - Present
Kriska Holdings Ltd. November 2013 - April 2015
PCAS Patient Care Automation Services Inc. (makers of the PharmaTrust MedCentre) August 2011 - October 2011
Stoakley Dudley Consultants Ltd. 2006 - 2008
Boyden Global Executive Search 2005 - 2006
Banks & Dean 2003 - 2005
Investors Group 1999 - 2002
CIBC 1997 - 1999
Rhone Poulenc Canada Inc. 1989 - 1997
Skills
Executive Search, Technical Recruiting, Talent Acquisition, Human Capital Management, Hiring, Talent Management, Recruitment/Retention, Succession Planning, Full-cycle Recruiting, HR Consulting, Organizational Design, Organizational..., Performance Management, Employee Relations, Talent Assessment, Interviewing, Compensation, Leadership Development, Employee Engagement, Executive Coaching, Coaching, Onboarding, HR Strategy, Talent Development, Sourcing, Manufacturing, Change Management, Organizational..., Career Counseling, Mergers, Career Development, Start-ups, Employer Branding, Team Building, Mentoring, Organizational Change, New Business Development, Applicant Tracking..., Performance Appraisal, Change Leadership, Strategic Planning, HR Policies, Executive Management, Compliance, Process Engineering, Recruiting, Interviews, Personnel Management, Business Development, Mergers & Acquisitions
Education
Ontario Truck Training Academy 2013 — 2014
ACZ Commercial Drivers Licence, Truck and Bus Driver/Commercial Vehicle Operator
Ryerson University 1978 — 1982
Business Administration, Human Resources
Challenger Motor Freight Inc May 2015 - Present
McNamee-Lamb & Associates January 2003 - Present
Kriska Holdings Ltd. November 2013 - April 2015
PCAS Patient Care Automation Services Inc. (makers of the PharmaTrust MedCentre) August 2011 - October 2011
Stoakley Dudley Consultants Ltd. 2006 - 2008
Boyden Global Executive Search 2005 - 2006
Banks & Dean 2003 - 2005
Investors Group 1999 - 2002
CIBC 1997 - 1999
Rhone Poulenc Canada Inc. 1989 - 1997
Skills
Executive Search, Technical Recruiting, Talent Acquisition, Human Capital Management, Hiring, Talent Management, Recruitment/Retention, Succession Planning, Full-cycle Recruiting, HR Consulting, Organizational Design, Organizational..., Performance Management, Employee Relations, Talent Assessment, Interviewing, Compensation, Leadership Development, Employee Engagement, Executive Coaching, Coaching, Onboarding, HR Strategy, Talent Development, Sourcing, Manufacturing, Change Management, Organizational..., Career Counseling, Mergers, Career Development, Start-ups, Employer Branding, Team Building, Mentoring, Organizational Change, New Business Development, Applicant Tracking..., Performance Appraisal, Change Leadership, Strategic Planning, HR Policies, Executive Management, Compliance, Process Engineering, Recruiting, Interviews, Personnel Management, Business Development, Mergers & Acquisitions
Education
Ontario Truck Training Academy 2013 — 2014
ACZ Commercial Drivers Licence, Truck and Bus Driver/Commercial Vehicle Operator
Ryerson University 1978 — 1982
Business Administration, Human Resources
Danny McGourty Danny McGourty's Investors Group Experience October 2014 - Present
Job Consultant at Investors Group
Industry Transportation/Trucking/Railroad
Experience
Investors Group October 2014 - Present
Kuehne + Nagel Ltd. April 1989 - November 2013
Kuehne + Nagel Ltd. April 1989 - December 2010
Skills
Account Management, Sales, Air Freight, Freight Forwarding, International Logistics, Freight, Customs Regulations, Logistics, 3PL, Supply Chain, Ocean, Supply Chain Management, Shipping, Transportation..., Warehousing, Ocean Freight, Warehouse Management, Business Planning, Negotiation, Export, LTL, Reverse Logistics, Key Performance..., Operations Management, Customs Brokerage, Sales Process, Leadership, Transportation, Inventory Management, Supply Chain..., Forwarding, International Trade, Trucking, Import, Sales Operations, Container, Logistics Management, International Shipping, Business Development, Supply Chain Consulting, FMCG, Key Account..., INCO terms, Supply Chain Operations
Education
Seneca College of Applied Arts and Technology 1985 — 1988
Marketing, Sales and Marketing
C.W. Jeffrey's Secondary School 1981 — 1985
IFSE Institute
Canadian Investment Funds
Investors Group October 2014 - Present
Kuehne + Nagel Ltd. April 1989 - November 2013
Kuehne + Nagel Ltd. April 1989 - December 2010
Skills
Account Management, Sales, Air Freight, Freight Forwarding, International Logistics, Freight, Customs Regulations, Logistics, 3PL, Supply Chain, Ocean, Supply Chain Management, Shipping, Transportation..., Warehousing, Ocean Freight, Warehouse Management, Business Planning, Negotiation, Export, LTL, Reverse Logistics, Key Performance..., Operations Management, Customs Brokerage, Sales Process, Leadership, Transportation, Inventory Management, Supply Chain..., Forwarding, International Trade, Trucking, Import, Sales Operations, Container, Logistics Management, International Shipping, Business Development, Supply Chain Consulting, FMCG, Key Account..., INCO terms, Supply Chain Operations
Education
Seneca College of Applied Arts and Technology 1985 — 1988
Marketing, Sales and Marketing
C.W. Jeffrey's Secondary School 1981 — 1985
IFSE Institute
Canadian Investment Funds
Melissa Allan Melissa Allan's Investors Group Experience January 2001 - January 2003
Job Investment Representative and Financial Security Advisor at Trinity Wealth Partners
Industry Financial Services
Experience
Trinity Wealth Partners (Formally CAQ Financial) October 2010 - Present
The Moore Wealth Group October 2010 - July 2012
Halpenny Insurance Benefit Partners Ltd. February 2003 - July 2010
Investors Group January 2001 - January 2003
Skills
Disability Insurance, Critical Illness, Estate Planning, Mutual Funds, Segregated Funds, Financial Planners, Fixed Annuities, TFSA, Long Term Care Insurance, Key Person Insurance, Group Benefit Plans, GIC, Insurance, Investments, Financial Advisory, Life Insurance, Wealth, Financial Services, Retirement Planning, Strategic Financial..., Pensions, Wealth Management, Investment Strategies, Finance
Education
Saint Mary's University 1997 — 1999
Trinity Wealth Partners (Formally CAQ Financial) October 2010 - Present
The Moore Wealth Group October 2010 - July 2012
Halpenny Insurance Benefit Partners Ltd. February 2003 - July 2010
Investors Group January 2001 - January 2003
Skills
Disability Insurance, Critical Illness, Estate Planning, Mutual Funds, Segregated Funds, Financial Planners, Fixed Annuities, TFSA, Long Term Care Insurance, Key Person Insurance, Group Benefit Plans, GIC, Insurance, Investments, Financial Advisory, Life Insurance, Wealth, Financial Services, Retirement Planning, Strategic Financial..., Pensions, Wealth Management, Investment Strategies, Finance
Education
Saint Mary's University 1997 — 1999
Fouzia Khan's Investors Group Experience January 2013 - December 2013
Job Aspiring Human Resources Professional
Industry Human Resources
Experience
NorthWest Healthcare Properties REIT August 2015 - Present
Tiger Japanese Auto Parts LTD March 2015 - May 2015
Solar Brokers Canada January 2015 - March 2015
Investors Group January 2013 - December 2013
Skills
Team Player, Recruiting, Screening Resumes, Office Management, Data Entry, Conducting Interviews, Facilitation, Team Leadership, Business Networking, Diversity & Inclusion, Leading Diverse Teams, Customer Service, Customer Satisfaction, Reference Checking, Teamwork, Human Resources, Interviews
Education
Ryerson University 2015 — 2017
Bachelor’s Degree, Business Management-Marketing
Seneca College of Applied Arts and Technology 2011 — 2014
Advanced Diploma, Business Administration, Human Resources
NorthWest Healthcare Properties REIT August 2015 - Present
Tiger Japanese Auto Parts LTD March 2015 - May 2015
Solar Brokers Canada January 2015 - March 2015
Investors Group January 2013 - December 2013
Skills
Team Player, Recruiting, Screening Resumes, Office Management, Data Entry, Conducting Interviews, Facilitation, Team Leadership, Business Networking, Diversity & Inclusion, Leading Diverse Teams, Customer Service, Customer Satisfaction, Reference Checking, Teamwork, Human Resources, Interviews
Education
Ryerson University 2015 — 2017
Bachelor’s Degree, Business Management-Marketing
Seneca College of Applied Arts and Technology 2011 — 2014
Advanced Diploma, Business Administration, Human Resources
Farhan Hamidani Farhan Hamidani's Investors Group Experience June 2000 - November 2002
Job Chief Operating Officer & Managing Director at HollisWealth (Scotiabank Global Wealth & Insurance)
Industry Financial Services
Experience
HollisWealth November 2013 - Present
DundeeWealth Inc. October 2009 - October 2013
DundeeWealth Inc. July 2008 - October 2009
DundeeWealth Inc. May 2006 - June 2008
Harrington Lane Inc. March 2005 - April 2006
Simon Fraser University & Norshield Asset Management April 2004 - August 2004
MD Private Trust 2002 - 2003
Investors Group June 2000 - November 2002
Dollar Craze & Discount Gallery May 1991 - May 2000
Sears Canada May 1997 - December 1998
Skills
Wealth Management, Executive Management, Business Strategy, Financial Advisory, New Business Development, Brand Development, Media Relations, Social Media, Mobile Technology, Change Management, Process Engineering, Public Relations, Team Building, Team Leadership, Marketing Strategy, Sales Management, Investment Advisory, Superior Client Service, Budgets, Cross-functional Team..., Strategic Financial..., Mutual Funds, Strategy, Portfolio Management, Investments, Business Planning, Business Development, Financial Services
Education
Canadian Securities Institute 2008 — 2008
PDO, Partners, Directors & Senior Officers Course
American Academy of Financial Management 2005 — 2005
CWM, Chartered Wealth Manager
American Academy of Financial Management 2005 — 2005
CTEP, Chartered Trust & Estate Practitioner
Simon Fraser University 2003 — 2005
MBA, Global Asset & Wealth Management
University of Toronto Mississauga 1996 — 2000
B.Comm, Accounting & Corporate Finance
Canadian Securities Institute 1998 — 1999
CSC, Canadian Securities Course
HollisWealth November 2013 - Present
DundeeWealth Inc. October 2009 - October 2013
DundeeWealth Inc. July 2008 - October 2009
DundeeWealth Inc. May 2006 - June 2008
Harrington Lane Inc. March 2005 - April 2006
Simon Fraser University & Norshield Asset Management April 2004 - August 2004
MD Private Trust 2002 - 2003
Investors Group June 2000 - November 2002
Dollar Craze & Discount Gallery May 1991 - May 2000
Sears Canada May 1997 - December 1998
Skills
Wealth Management, Executive Management, Business Strategy, Financial Advisory, New Business Development, Brand Development, Media Relations, Social Media, Mobile Technology, Change Management, Process Engineering, Public Relations, Team Building, Team Leadership, Marketing Strategy, Sales Management, Investment Advisory, Superior Client Service, Budgets, Cross-functional Team..., Strategic Financial..., Mutual Funds, Strategy, Portfolio Management, Investments, Business Planning, Business Development, Financial Services
Education
Canadian Securities Institute 2008 — 2008
PDO, Partners, Directors & Senior Officers Course
American Academy of Financial Management 2005 — 2005
CWM, Chartered Wealth Manager
American Academy of Financial Management 2005 — 2005
CTEP, Chartered Trust & Estate Practitioner
Simon Fraser University 2003 — 2005
MBA, Global Asset & Wealth Management
University of Toronto Mississauga 1996 — 2000
B.Comm, Accounting & Corporate Finance
Canadian Securities Institute 1998 — 1999
CSC, Canadian Securities Course
Ricardo César Santos Ricardo César Santos's Investors Group Experience May 2015 - Present
Job Responsable de la Conformité
Industry Financial Services
Experience
Investors Group May 2015 - Present
Investors Group February 2014 - May 2015
Intact Financial Corporation September 2012 - September 2013
Ministère du Revenu du Québec May 2008 - August 2012
Skills
Microsoft Office, Internet Explorer, Windows – Leopard, Simple Comptable, Lotus
Education
Université du Québec à Montréal 2012 — 2014
Certificat en Finance
Université du Québec à Montréal 2010 — 2012
Certificat en Comptabilité Générale
Université du Québec à Montréal 2008 — 2009
Certificat en Anglais
Escola Técnica Fortec 2001 — 2003
DEC – Diplôme d’études collégial
Investors Group May 2015 - Present
Investors Group February 2014 - May 2015
Intact Financial Corporation September 2012 - September 2013
Ministère du Revenu du Québec May 2008 - August 2012
Skills
Microsoft Office, Internet Explorer, Windows – Leopard, Simple Comptable, Lotus
Education
Université du Québec à Montréal 2012 — 2014
Certificat en Finance
Université du Québec à Montréal 2010 — 2012
Certificat en Comptabilité Générale
Université du Québec à Montréal 2008 — 2009
Certificat en Anglais
Escola Técnica Fortec 2001 — 2003
DEC – Diplôme d’études collégial
Carl de Sa, CFP Carl de Sa, CFP's Investors Group Experience April 2012 - March 2013
Job Independent Financial Advisor
Industry Financial Services
Experience
Investors Group April 2012 - March 2013
Star Investments & Consultants January 2008 - January 2012
C. N. de Sa & Co., Chartered Accountants January 1986 - November 2011
Skills
Financial Planning, Retirement Planning, Non-profits, Insurance Planning, Financial Accounting, Investments, Special Needs Trusts, Special Needs, Disability Benefits, Strategic Financial..., Financial Planners, Tax
Education
Financial Planning Standards Board India 2011 — 2011
Certified Financial Planner
The Institute of Chartered Accountants of India 1986 — 1990
University of Bombay 1983 — 1986
Bachelor of Commerce (B.Com.), Accounting and Finance
Investors Group April 2012 - March 2013
Star Investments & Consultants January 2008 - January 2012
C. N. de Sa & Co., Chartered Accountants January 1986 - November 2011
Skills
Financial Planning, Retirement Planning, Non-profits, Insurance Planning, Financial Accounting, Investments, Special Needs Trusts, Special Needs, Disability Benefits, Strategic Financial..., Financial Planners, Tax
Education
Financial Planning Standards Board India 2011 — 2011
Certified Financial Planner
The Institute of Chartered Accountants of India 1986 — 1990
University of Bombay 1983 — 1986
Bachelor of Commerce (B.Com.), Accounting and Finance
Michael Lamanna, PFP Michael Lamanna, PFP's Investors Group Experience October 1999 - December 2009
Job Investment & Retirement Planner at RBC Wealth Management
Industry Financial Services
Experience
RBC January 2009 - Present
Investors Group October 1999 - December 2009
TDCanada Trust April 1994 - October 1999
TDCanada Trust February 1992 - April 1994
Skills
Investments, Financial Advisory, Mutual Funds, Financial Planning, Mortgage, Residential Mortgages, Strategic Financial..., Mortgage Lending, Wealth Management, Retirement Planning, Credit, Retirement, Disability Insurance, Financial Services, Banking, Insurance, Wealth, Investment Strategies, Estate Planning, Asset Management, Portfolio Management, Term Life Insurance, Wealth Management..., Asset Allocation, Critical Illness, Financial Planners, High Net Worth..., Investment Advisory, Personal Financial...
Education
Seneca College of Applied Arts and Technology 1990 — 1992
Electronics Engineering Technician, Electronics Technology
Neil McNeil Catholic High School 1982 — 1986
Secondary School Diploma, Secondary Education
RBC January 2009 - Present
Investors Group October 1999 - December 2009
TDCanada Trust April 1994 - October 1999
TDCanada Trust February 1992 - April 1994
Skills
Investments, Financial Advisory, Mutual Funds, Financial Planning, Mortgage, Residential Mortgages, Strategic Financial..., Mortgage Lending, Wealth Management, Retirement Planning, Credit, Retirement, Disability Insurance, Financial Services, Banking, Insurance, Wealth, Investment Strategies, Estate Planning, Asset Management, Portfolio Management, Term Life Insurance, Wealth Management..., Asset Allocation, Critical Illness, Financial Planners, High Net Worth..., Investment Advisory, Personal Financial...
Education
Seneca College of Applied Arts and Technology 1990 — 1992
Electronics Engineering Technician, Electronics Technology
Neil McNeil Catholic High School 1982 — 1986
Secondary School Diploma, Secondary Education
Alesia Gordienko Alesia Gordienko's Investors Group Experience October 2007 - Present
Job Manager, Systems Analysis Career Centre and Quality Assurance Career Centre at Investors Group
Industry Computer Software
Experience
Investors Group October 2007 - Present
Sierra Systems 2002 - 2007
INSI 1998 - 2002
The University of Winnipeg 1983 - 1998
Skills
Requirements Gathering, Requirements Analysis, Resource Management, Resource Allocation, Staff Development, Hiring Employees, Hiring Practices, Systems Analysis, Recruiting, Business Analysis, SDLC, Business Process, SOA
Education
The University of Winnipeg 1980 — 1983
BA, Mathematics/Business Computing
Investors Group October 2007 - Present
Sierra Systems 2002 - 2007
INSI 1998 - 2002
The University of Winnipeg 1983 - 1998
Skills
Requirements Gathering, Requirements Analysis, Resource Management, Resource Allocation, Staff Development, Hiring Employees, Hiring Practices, Systems Analysis, Recruiting, Business Analysis, SDLC, Business Process, SOA
Education
The University of Winnipeg 1980 — 1983
BA, Mathematics/Business Computing
Don Blane Don Blane's Investors Group Experience January 2005 - May 2008
Job Real Estate Agent at Keller Williams Elite Realty
Industry Real Estate
Experience
Keller Williams Elite Realty February 2010 - Present
Century 21 Classic Realty July 2008 - June 2010
Investors Group January 2005 - May 2008
Skills
First Time Home Buyers, Real Estate, Investment Properties, Condos, Investors, Sellers, Referrals, Residential Homes, Listings, Relocation, Selling, Single Family Homes, Real Estate Transactions, New Home Sales, Buyer Representation, Foreclosures, Townhomes, Investments, Luxury
Education
St. Francis Xavier University 1963 — 1967
Bachelor of Arts (B.A.), Economics, English
Thompson High School 1960 — 1963
Keller Williams Elite Realty February 2010 - Present
Century 21 Classic Realty July 2008 - June 2010
Investors Group January 2005 - May 2008
Skills
First Time Home Buyers, Real Estate, Investment Properties, Condos, Investors, Sellers, Referrals, Residential Homes, Listings, Relocation, Selling, Single Family Homes, Real Estate Transactions, New Home Sales, Buyer Representation, Foreclosures, Townhomes, Investments, Luxury
Education
St. Francis Xavier University 1963 — 1967
Bachelor of Arts (B.A.), Economics, English
Thompson High School 1960 — 1963
Frank Allen CD, CSP Frank Allen CD, CSP's Investors Group Experience October 2010 - February 2012
Job Sales at Prime Fasteners
Industry Construction
Experience
Prime Fasteners September 2014 - Present
Lance Bissett Ltd September 2012 - September 2014
Calgary Business Professionals Group - 2010 - 2013
Jameswood Homes Inc 2011 - October 2012
Investors Group October 2010 - February 2012
CPSA Calgary Chapter 2004 - 2011
Ulistic Internet Consultants June 2010 - October 2010
Calgary Fasteners and Tools 2009 - 2010
Denali Woodworks Ltd 2008 - 2010
Smalley & Company 2007 - 2008
Skills
Leadership, Online Marketing, Sales, Training, Marketing Strategy, Business Development, Sales Process, New Business Development, Strategic Planning, Team Building, Sales Management, Networking, Team Leadership, Negotiation, Business Planning, Account Management, Strategy, Consulting, Sales Operations, Time Management, Entrepreneurship, Selling, Direct Sales, SEO, Small Business, Social Networking, CRM, Coaching, Start-ups, Marketing Communications, Marketing, B2B, Social Media Marketing, Business Strategy, Strategic Partnerships, Budgets, Online Advertising, Lead Generation, Public Relations, Contract Negotiation, Leadership Development, Event Management, Management, Social Media, Customer Service, Construction, Construction Management
Education
CPSA Sales Institute 2004 — 2004
CSP Certified Sales Professional, Consultative Sales
Southern Alberta Institute of Technology 1982 — 1984
Canadian Forces School of Military Engineering 1981 — 1982
Ecole Secondaire Algonquin 1969 — 1975
Prime Fasteners September 2014 - Present
Lance Bissett Ltd September 2012 - September 2014
Calgary Business Professionals Group - 2010 - 2013
Jameswood Homes Inc 2011 - October 2012
Investors Group October 2010 - February 2012
CPSA Calgary Chapter 2004 - 2011
Ulistic Internet Consultants June 2010 - October 2010
Calgary Fasteners and Tools 2009 - 2010
Denali Woodworks Ltd 2008 - 2010
Smalley & Company 2007 - 2008
Skills
Leadership, Online Marketing, Sales, Training, Marketing Strategy, Business Development, Sales Process, New Business Development, Strategic Planning, Team Building, Sales Management, Networking, Team Leadership, Negotiation, Business Planning, Account Management, Strategy, Consulting, Sales Operations, Time Management, Entrepreneurship, Selling, Direct Sales, SEO, Small Business, Social Networking, CRM, Coaching, Start-ups, Marketing Communications, Marketing, B2B, Social Media Marketing, Business Strategy, Strategic Partnerships, Budgets, Online Advertising, Lead Generation, Public Relations, Contract Negotiation, Leadership Development, Event Management, Management, Social Media, Customer Service, Construction, Construction Management
Education
CPSA Sales Institute 2004 — 2004
CSP Certified Sales Professional, Consultative Sales
Southern Alberta Institute of Technology 1982 — 1984
Canadian Forces School of Military Engineering 1981 — 1982
Ecole Secondaire Algonquin 1969 — 1975
Boris Gulyarin Boris Gulyarin's Investors Group Experience April 2015 - Present
Job Software Developer at Investors Group
Industry Information Technology and Services
Experience
Investors Group April 2015 - Present
Market Force Information December 2013 - April 2015
KORE Telematics January 2012 - December 2013
Matrix August 2007 - March 2012
Bank Hapoalim January 2011 - October 2011
Bank Hapoalim August 2008 - October 2011
Bank Hapoalim March 2010 - December 2010
Teva Pharmaceuticals January 2008 - August 2008
menora August 2007 - January 2008
HMS February 2006 - April 2007
Skills
Data Warehousing, ETL, Business Intelligence, SQL Server, .NET, Microsoft SQL Server, Datastage, SSIS, SQL Tuning, Oracle, T-SQL, Teradata, OLAP, Databases, Data Modeling, Analysis Services, Performance Tuning, SSRS, PL/SQL, Data Warehouse..., Informatica
Education
Microsoft 2010 — 2010
MCTS, SQL Server 2005
Ness College 2009 — 2009
DBA SQL Server 2008, DBA SQL Server 2008
John Bryce College 2006 — 2006
Microsoft SQL Server 2000, Microsoft SQL Server 2000
John Bryce College 2005 — 2006
Microsoft .NET Software Developing, Microsoft .NET Software Developing
Tel Aviv University 1999 — 2001
Practical software engineer, Practical software engineer
Investors Group April 2015 - Present
Market Force Information December 2013 - April 2015
KORE Telematics January 2012 - December 2013
Matrix August 2007 - March 2012
Bank Hapoalim January 2011 - October 2011
Bank Hapoalim August 2008 - October 2011
Bank Hapoalim March 2010 - December 2010
Teva Pharmaceuticals January 2008 - August 2008
menora August 2007 - January 2008
HMS February 2006 - April 2007
Skills
Data Warehousing, ETL, Business Intelligence, SQL Server, .NET, Microsoft SQL Server, Datastage, SSIS, SQL Tuning, Oracle, T-SQL, Teradata, OLAP, Databases, Data Modeling, Analysis Services, Performance Tuning, SSRS, PL/SQL, Data Warehouse..., Informatica
Education
Microsoft 2010 — 2010
MCTS, SQL Server 2005
Ness College 2009 — 2009
DBA SQL Server 2008, DBA SQL Server 2008
John Bryce College 2006 — 2006
Microsoft SQL Server 2000, Microsoft SQL Server 2000
John Bryce College 2005 — 2006
Microsoft .NET Software Developing, Microsoft .NET Software Developing
Tel Aviv University 1999 — 2001
Practical software engineer, Practical software engineer
Liu Jingyi's Investors Group Experience May 2015 - Present
Job Marketing Assistant &Policy Research Assistant — Investors Group
Industry
Experience
Investors Group May 2015 - Present
Foreign and Overseas Chinese Affairs Office of Shanxi Provincial People’s Government September 2013 - January 2014
Shanxi Academy of Social Science July 2013 - September 2013
Skills
Policy Analysis, Research
Education
The Johns Hopkins University 2014 — 2016
Public Policy, Master of Public Policy
厦门大学 2010 — 2014
Diplomacy, Journalism, Bachelor of Laws in Diplomacy, Bachelor of Arts in Journalism(3.8/4.0, 3.7/4.0)
Investors Group May 2015 - Present
Foreign and Overseas Chinese Affairs Office of Shanxi Provincial People’s Government September 2013 - January 2014
Shanxi Academy of Social Science July 2013 - September 2013
Skills
Policy Analysis, Research
Education
The Johns Hopkins University 2014 — 2016
Public Policy, Master of Public Policy
厦门大学 2010 — 2014
Diplomacy, Journalism, Bachelor of Laws in Diplomacy, Bachelor of Arts in Journalism(3.8/4.0, 3.7/4.0)
Ferid Chikhi's Investors Group Experience November 2006 - June 2009
Job Conseiller chez SDEMSEMO / CRIT Montérégie
Industry Professional Training & Coaching
Experience
SDEM-SEMO / CRIT Montérégie September 2009 - Present
CONVERGENCES PLURIELLES June 2009 - Present
Investors Group November 2006 - June 2009
Novitek International January 2004 - December 2005
Air Algérie December 1998 - December 2001
Skills
Intégration..., Insertion..., Soutien aux entreprises..., Coaching, Customer Relations, Organizational..., Management, Interviews, Gestion des talents, Change Management
Education
Université d'Alger 1989 — 1991
Master
Université d'Alger 1970 — 1974
Licence es Lettres
SDEM-SEMO / CRIT Montérégie September 2009 - Present
CONVERGENCES PLURIELLES June 2009 - Present
Investors Group November 2006 - June 2009
Novitek International January 2004 - December 2005
Air Algérie December 1998 - December 2001
Skills
Intégration..., Insertion..., Soutien aux entreprises..., Coaching, Customer Relations, Organizational..., Management, Interviews, Gestion des talents, Change Management
Education
Université d'Alger 1989 — 1991
Master
Université d'Alger 1970 — 1974
Licence es Lettres
Kerri Hemmett Kerri Hemmett's Investors Group Experience 1997 - Present
Job Marketing Coordinator at Harbourfrount Wealth Management
Industry Financial Services
Experience
Investors Group 1997 - Present
Investors Group Financial Services Inc. September 1997 - October 2013
Education
The University of Winnipeg 1987 — 1990
BA
Investors Group 1997 - Present
Investors Group Financial Services Inc. September 1997 - October 2013
Education
The University of Winnipeg 1987 — 1990
BA
Sylvie Gaudreau Sylvie Gaudreau's Investors Group Experience October 2013 - Present
Job Financial Planner / Financial Consultant at Investors Group
Industry Financial Services
Experience
Investors Group October 2013 - Present
Skills
Strategic Sourcing, Procurement, Contract Management, Contract Negotiation, Supply Management, Vendor Management, Process Improvement, Logistics, Negotiation, Performance Management, Purchasing, Management, Finance, Analysis, Strategy
Education
Sheridan College 2012 — 2014
Diploma, Business Administration - Finance
Investors Group October 2013 - Present
Skills
Strategic Sourcing, Procurement, Contract Management, Contract Negotiation, Supply Management, Vendor Management, Process Improvement, Logistics, Negotiation, Performance Management, Purchasing, Management, Finance, Analysis, Strategy
Education
Sheridan College 2012 — 2014
Diploma, Business Administration - Finance
Lou (Yijun) You Lou (Yijun) You's Investors Group Experience September 2013 - July 2015
Job Financial Consultant, Markham Region of Investors Group
Industry Financial Services
Experience
Investors Group September 2013 - July 2015
University of Toronto January 2012 - December 2012
Investors Group October 2011 - December 2011
Tianfeng Securities, China June 2011 - July 2011
Skills
Mutual Funds, Life Insurance, Residential Mortgages, RRSP, TFSA, Bloomberg, Capital IQ, Microsoft Excel, Stata
Education
The Dale Carnegie Course 2012 — 2012
University of Toronto - Rotman School of Management 2008 — 2012
Bachelor of Commerce (B.Com.), Finance & Economics, GPA 3.85/4.0
Tsinghua University 2011 — 2011
Exchange Study, Business/Managerial Economics
Investors Group September 2013 - July 2015
University of Toronto January 2012 - December 2012
Investors Group October 2011 - December 2011
Tianfeng Securities, China June 2011 - July 2011
Skills
Mutual Funds, Life Insurance, Residential Mortgages, RRSP, TFSA, Bloomberg, Capital IQ, Microsoft Excel, Stata
Education
The Dale Carnegie Course 2012 — 2012
University of Toronto - Rotman School of Management 2008 — 2012
Bachelor of Commerce (B.Com.), Finance & Economics, GPA 3.85/4.0
Tsinghua University 2011 — 2011
Exchange Study, Business/Managerial Economics
Jheryll Cruz Jheryll Cruz's Investors Group Experience October 2011 - Present
Job Interaction Designer
Industry Information Technology and Services
Experience
Think Shift March 2015 - Present
Investors Group October 2011 - Present
Tipping Canoe 2010 - 2011
Lanoie.com 2005 - 2006
Skills
HTML 5, CSS, XHTML, Wordpress, Photoshop, Adobe Fireworks, Dreamweaver, User Experience, Usability, XML, XSLT, jQuery, PHP, JavaScript, Graphic Design, Web Design, User Interface Design, User Interface, AJAX, MySQL, Web Development, HTML, Front-end, Accessibility
Education
The University of Winnipeg 2004 — 2005
Internet Systems Specialist Diploma, Internet
Think Shift March 2015 - Present
Investors Group October 2011 - Present
Tipping Canoe 2010 - 2011
Lanoie.com 2005 - 2006
Skills
HTML 5, CSS, XHTML, Wordpress, Photoshop, Adobe Fireworks, Dreamweaver, User Experience, Usability, XML, XSLT, jQuery, PHP, JavaScript, Graphic Design, Web Design, User Interface Design, User Interface, AJAX, MySQL, Web Development, HTML, Front-end, Accessibility
Education
The University of Winnipeg 2004 — 2005
Internet Systems Specialist Diploma, Internet
Supriya Gupta's Investors Group Experience May 2013 - August 2013
Job BCOM Graduate from Sauder School of Business, UBC
Industry Marketing and Advertising
Experience
Shaw Communications January 2015 - Present
Adityas Dance School August 2014 - December 2014
HollisWealth, Global Wealth Management, Scotiabank June 2014 - August 2014
Investors Group May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, English, Microsoft Word, Outlook, Event Planning, Budgets, Event Management, Cross-functional Team..., Teamwork, Customer Service, Marketing Communications, Social Media Marketing, Time Management, Market Research, Sponsorship, Leadership, Marketing Strategy
Education
The University of British Columbia 2010 — 2014
Bachelor of Commerce (B.Com.), Marketing
American British Academy [ABA] 2006 — 2010
International Baccalaureate, High School/Secondary Diplomas and Certificates
Shaw Communications January 2015 - Present
Adityas Dance School August 2014 - December 2014
HollisWealth, Global Wealth Management, Scotiabank June 2014 - August 2014
Investors Group May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, English, Microsoft Word, Outlook, Event Planning, Budgets, Event Management, Cross-functional Team..., Teamwork, Customer Service, Marketing Communications, Social Media Marketing, Time Management, Market Research, Sponsorship, Leadership, Marketing Strategy
Education
The University of British Columbia 2010 — 2014
Bachelor of Commerce (B.Com.), Marketing
American British Academy [ABA] 2006 — 2010
International Baccalaureate, High School/Secondary Diplomas and Certificates
Lorne Peters Lorne Peters's Investors Group Experience August 1999 - August 2006
Job Mortgage Associate at Viva Lending Group
Industry Financial Services
Experience
Viva Lending Group January 2010 - Present
Zywave August 2006 - January 2013
Investors Group August 1999 - August 2006
Education
The University of Winnipeg
Bachelor or Arts, Economics
Viva Lending Group January 2010 - Present
Zywave August 2006 - January 2013
Investors Group August 1999 - August 2006
Education
The University of Winnipeg
Bachelor or Arts, Economics
Caroline Beaulieu's Investors Group Experience January 2012 - Present
Job Directrice services et produits spécialisés chez Investors Group
Industry Banking
Experience
Investors Group January 2012 - Present
Banque Laurentienne September 2008 - February 2011
Banque Nationale September 2000 - September 2008
Services de titres FCT 2006 - 2006
Skills
Crédit, Investissements
Education
CSI 2009 — 2009
Fonds mutuels
Baccalauréat
Investors Group January 2012 - Present
Banque Laurentienne September 2008 - February 2011
Banque Nationale September 2000 - September 2008
Services de titres FCT 2006 - 2006
Skills
Crédit, Investissements
Education
CSI 2009 — 2009
Fonds mutuels
Baccalauréat
Don Corbett's Investors Group Experience October 2005 - Present
Job Consultant at Investors Group
Industry Insurance
Experience
Investors Group October 2005 - Present
Contour Inc 1995 - August 2003
Rogers Wireless/Formerly Cantel 1985 - 1991
Skills
Estate Planning, Retirement Planning, Insurance, Investments, Long Term Care, Asset Management, Annuities, Financial Advisory, Financial Planning
Education
U of Toronto 1973 — 1977
BA, Economic Geography & English
The University of Texas at Austin 1973 — 1974
U of Texas at Austin, Arts, 2nd Year
Investors Group October 2005 - Present
Contour Inc 1995 - August 2003
Rogers Wireless/Formerly Cantel 1985 - 1991
Skills
Estate Planning, Retirement Planning, Insurance, Investments, Long Term Care, Asset Management, Annuities, Financial Advisory, Financial Planning
Education
U of Toronto 1973 — 1977
BA, Economic Geography & English
The University of Texas at Austin 1973 — 1974
U of Texas at Austin, Arts, 2nd Year
Bruce Charney, PMP, BSc, ISP, ITCP, ABCP Bruce Charney, PMP, BSc, ISP, ITCP, ABCP's Investors Group Experience 1982 - 1997
Job Owner at Xcyte Technology Consulting
Industry Information Technology and Services
Experience
Xcyte Technology Consulting 2015 - Present
Manitoba Department of Justice August 2001 - April 2014
Rise Healthware 2000 - 2001
Mancomit Solutions Centre Inc. 1997 - 2000
Investors Group 1982 - 1997
Smith Peterson and Associates 1980 - 1982
City of Winnipeg 1974 - 1980
Skills
Change Management, Enterprise Architecture, Program Management, Integration, Strategy, Process Improvement, Project Management, Management, Business Continuity, Governance, IT Strategy, Budgets, IT Management, Business Analysis, Business Process..., Disaster Recovery, IT Service Management, ITIL, Project Portfolio..., Vendor Management, Software Project..., Requirements Analysis, Management Consulting, Security, Project Delivery, Risk Management, Team Leadership, Business Process, Strategic Planning, PMO, Software Development, Business Intelligence, Requirements Gathering, Solution Architecture, PMP, Systems Analysis, Business Transformation, SharePoint, ERP
Education
University of Manitoba 1972 — 1979
Bachelor of Science
The University of Winnipeg 2004 — 2005
Masters Certificate in Project Management
Xcyte Technology Consulting 2015 - Present
Manitoba Department of Justice August 2001 - April 2014
Rise Healthware 2000 - 2001
Mancomit Solutions Centre Inc. 1997 - 2000
Investors Group 1982 - 1997
Smith Peterson and Associates 1980 - 1982
City of Winnipeg 1974 - 1980
Skills
Change Management, Enterprise Architecture, Program Management, Integration, Strategy, Process Improvement, Project Management, Management, Business Continuity, Governance, IT Strategy, Budgets, IT Management, Business Analysis, Business Process..., Disaster Recovery, IT Service Management, ITIL, Project Portfolio..., Vendor Management, Software Project..., Requirements Analysis, Management Consulting, Security, Project Delivery, Risk Management, Team Leadership, Business Process, Strategic Planning, PMO, Software Development, Business Intelligence, Requirements Gathering, Solution Architecture, PMP, Systems Analysis, Business Transformation, SharePoint, ERP
Education
University of Manitoba 1972 — 1979
Bachelor of Science
The University of Winnipeg 2004 — 2005
Masters Certificate in Project Management
Lidia Molinaro (Dragone) Lidia Molinaro (Dragone)'s Investors Group Experience 2006 - 2010
Job Insurance Advisor
Industry Insurance
Experience
ScotiaLife Financial January 2012 - Present
Darryl Demille State Farm Insurance Agency 2010 - 2011
Investors Group 2006 - 2010
TD Canada Trust 1989 - 2005
Education
Sheridan College 1989 — 1992
Diploma, Business Administration - Finance
Thomas A Blakelock
ScotiaLife Financial January 2012 - Present
Darryl Demille State Farm Insurance Agency 2010 - 2011
Investors Group 2006 - 2010
TD Canada Trust 1989 - 2005
Education
Sheridan College 1989 — 1992
Diploma, Business Administration - Finance
Thomas A Blakelock
Aren Dhadwal Aren Dhadwal's Investors Group Experience May 2014 - August 2014
Job VP Finance at OG Investments
Industry Financial Services
Experience
Pacific Venture Capital Conference & Competition October 2014 - Present
UBC Commerce Undergraduate Society April 2014 - Present
OG Investments April 2014 - Present
Investors Group May 2014 - August 2014
OG Investments November 2013 - April 2014
Central City Breakers FC September 2012 - January 2013
Kalra & Associates July 2012 - September 2012
GN Event Rental July 2011 - September 2011
YMCA January 2011 - May 2011
Education
The University of British Columbia 2013 — 2017
Bachelor of Commerce (BCom), Sauder School of Business- Finance
Pacific Venture Capital Conference & Competition October 2014 - Present
UBC Commerce Undergraduate Society April 2014 - Present
OG Investments April 2014 - Present
Investors Group May 2014 - August 2014
OG Investments November 2013 - April 2014
Central City Breakers FC September 2012 - January 2013
Kalra & Associates July 2012 - September 2012
GN Event Rental July 2011 - September 2011
YMCA January 2011 - May 2011
Education
The University of British Columbia 2013 — 2017
Bachelor of Commerce (BCom), Sauder School of Business- Finance
Joanna Temertzoglou Joanna Temertzoglou's Investors Group Experience September 2013 - July 2015
Job Advisor at 33seven
Industry Financial Services
Experience
33seven August 2015 - Present
Investors Group September 2013 - July 2015
The Perfect Gift February 1998 - December 2002
Ricoh Canada Inc. August 1996 - June 1997
Polaroid Canada Inc. May 1991 - June 1996
Metroland - Mississauga News December 1989 - April 1991
Yellow Pages Group / Groupe Pages Jaunes – Canada January 1989 - December 1989
Skills
Prospecting for New..., Negotiation, Application Selling, Sales Presentations, Closing Sales, Corporate Presentations, Seminars, Marketing Strategy, Building Relationships, Sales Rep Training, Account Management, Key Account Management, Trading Strategies, Electronic Trading, Stock Trading, FX trading, Marketing, Marketing Communications, Budgets, Relationship Management, Sales, Mutual Funds, Derivatives, Forecasting, Start-ups, Team Leadership, New Business Development, Deal Closure, Risk Management, Strategy, Digital Marketing, Selling, Strategic Partnerships, Project Planning, Financial Analysis, Investments
Education
Ryerson University 1992 — 1996
Marketing
33seven August 2015 - Present
Investors Group September 2013 - July 2015
The Perfect Gift February 1998 - December 2002
Ricoh Canada Inc. August 1996 - June 1997
Polaroid Canada Inc. May 1991 - June 1996
Metroland - Mississauga News December 1989 - April 1991
Yellow Pages Group / Groupe Pages Jaunes – Canada January 1989 - December 1989
Skills
Prospecting for New..., Negotiation, Application Selling, Sales Presentations, Closing Sales, Corporate Presentations, Seminars, Marketing Strategy, Building Relationships, Sales Rep Training, Account Management, Key Account Management, Trading Strategies, Electronic Trading, Stock Trading, FX trading, Marketing, Marketing Communications, Budgets, Relationship Management, Sales, Mutual Funds, Derivatives, Forecasting, Start-ups, Team Leadership, New Business Development, Deal Closure, Risk Management, Strategy, Digital Marketing, Selling, Strategic Partnerships, Project Planning, Financial Analysis, Investments
Education
Ryerson University 1992 — 1996
Marketing
Ian Kan Ian Kan's Investors Group Experience January 2010 - April 2010
Job Financial Analyst Real Estate at Scotiabank
Industry Real Estate
Experience
Scotiabank September 2014 - Present
BMO Financial Group May 2014 - August 2014
Scotiabank January 2012 - August 2012
Cameron Keller & Company January 2011 - April 2011
University of Waterloo January 2008 - January 2011
University of Waterloo January 2008 - January 2011
University of Waterloo September 2010 - December 2010
Investors Group January 2010 - April 2010
Skills
Finance, Leadership, Financial Statements, General Ledger, Strategic Financial..., ERP, Auditing, Testing, Press Releases, Interviews, Strategy, Investments, Analysis, Time Management, Data Analysis, Financial Analysis
Education
University of Waterloo 2013 — 2013
Post Graduate Degree in Accountancy
University of Waterloo 2008 — 2013
Honours Bachelor, Accounting and Financial Management, Co-op
Sheridan College 2010 — 2010
ACCPAC Certification
St. Francis Xavier Secondary School 2004 — 2008
International Baccalaureate Degree
Scotiabank September 2014 - Present
BMO Financial Group May 2014 - August 2014
Scotiabank January 2012 - August 2012
Cameron Keller & Company January 2011 - April 2011
University of Waterloo January 2008 - January 2011
University of Waterloo January 2008 - January 2011
University of Waterloo September 2010 - December 2010
Investors Group January 2010 - April 2010
Skills
Finance, Leadership, Financial Statements, General Ledger, Strategic Financial..., ERP, Auditing, Testing, Press Releases, Interviews, Strategy, Investments, Analysis, Time Management, Data Analysis, Financial Analysis
Education
University of Waterloo 2013 — 2013
Post Graduate Degree in Accountancy
University of Waterloo 2008 — 2013
Honours Bachelor, Accounting and Financial Management, Co-op
Sheridan College 2010 — 2010
ACCPAC Certification
St. Francis Xavier Secondary School 2004 — 2008
International Baccalaureate Degree
Anthony Bollini-Nadeau's Investors Group Experience 2014 - 2014
Job Représentant en Épargne Collective chez Groupe Investors inc. Cabinet de Services Financiers
Industry Financial Services
Experience
Groupe Investors inc. Cabinet de Services Financiers October 2014 - Present
Investors Group 2014 - 2014
Optosecurity 2013 - 2013
Camoplast Solideal 2012 - 2012
Skills
Finance, Financial Analysis, Investments, Banking, Portfolio Management, Financial Planning, Risk Management, Credit, Loans, Corporate Finance, Financial Services
Education
Université de Sherbrooke 2011 — 2014
Baccalauréat, Administration et gestion des affaires, finances
Groupe Investors inc. Cabinet de Services Financiers October 2014 - Present
Investors Group 2014 - 2014
Optosecurity 2013 - 2013
Camoplast Solideal 2012 - 2012
Skills
Finance, Financial Analysis, Investments, Banking, Portfolio Management, Financial Planning, Risk Management, Credit, Loans, Corporate Finance, Financial Services
Education
Université de Sherbrooke 2011 — 2014
Baccalauréat, Administration et gestion des affaires, finances
Patricia Poon's Investors Group Experience May 2014 - November 2014
Job LinkedIn Advisor ♦ Delivering Integrated Technology & Process Solutions ♦ Website Design & SEO ♦ UBC BCom
Industry Management Consulting
Experience
Linked Into Leads 2014 - Present
Sauder School of Business at UBC 2015 - Present
Hong Kong Students' Association 2014 - 2015
Investors Group May 2014 - November 2014
Earls Kitchen + Bar June 2012 - September 2014
Sauder School of Business at UBC May 2013 - May 2014
Hong Kong Student's Association 2012 - 2014
Sauder School of Business at UBC September 2012 - 2013
Vancouver School Board April 2011 - June 2012
German Canadian Benevolent Society of BC 2011 - 2012
Education
The University of British Columbia 2012 — 2017
Bachelor of Commerce (B.Com.), Finance, Business Technology Management (Double Major)
The University of British Columbia 2012 — 2016
Bachelor of Arts (B.A.), English Language and Literature, General (Minor)
Britannia Community Secondary School 2007 — 2012
International Baccalaureate Diploma Program, Biology, General
Linked Into Leads 2014 - Present
Sauder School of Business at UBC 2015 - Present
Hong Kong Students' Association 2014 - 2015
Investors Group May 2014 - November 2014
Earls Kitchen + Bar June 2012 - September 2014
Sauder School of Business at UBC May 2013 - May 2014
Hong Kong Student's Association 2012 - 2014
Sauder School of Business at UBC September 2012 - 2013
Vancouver School Board April 2011 - June 2012
German Canadian Benevolent Society of BC 2011 - 2012
Education
The University of British Columbia 2012 — 2017
Bachelor of Commerce (B.Com.), Finance, Business Technology Management (Double Major)
The University of British Columbia 2012 — 2016
Bachelor of Arts (B.A.), English Language and Literature, General (Minor)
Britannia Community Secondary School 2007 — 2012
International Baccalaureate Diploma Program, Biology, General
Brian Stevanak, CFP's Investors Group Experience May 2015 - Present
Job Director at Private Client Wealth Management with Investors Group
Industry Financial Services
Experience
Investors Group May 2015 - Present
Investors Group November 2010 - Present
College Pro January 2007 - September 2010
Skills
Holistic Financial..., Retirement Planning, Tax Planning, Risk Management, Estate Planning, Education Planning, Cash Flow Management, Investments, Mortgage and Banking, Business Succession..., Financial Planners, Succession Planning, Corporate Tax Planning, Retirement Planning for..., Cash Flow, Critical Illness, Mortgage Lending, Retirement, Wealth Management, Financial Planning, Customer Service, Wealth, Finance, Financial Advisory
Education
Financial Planning Standards Council 2014 — 2015
Certified Financial Planner (CFP), Financial Planning and Services
Canadian Institute of Financial Planning 2011 — 2014
CFP Certification Program, Financial Planning and Services
Simon Fraser University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Port Moody Secondary
International Baccalaureate Diploma
Investors Group May 2015 - Present
Investors Group November 2010 - Present
College Pro January 2007 - September 2010
Skills
Holistic Financial..., Retirement Planning, Tax Planning, Risk Management, Estate Planning, Education Planning, Cash Flow Management, Investments, Mortgage and Banking, Business Succession..., Financial Planners, Succession Planning, Corporate Tax Planning, Retirement Planning for..., Cash Flow, Critical Illness, Mortgage Lending, Retirement, Wealth Management, Financial Planning, Customer Service, Wealth, Finance, Financial Advisory
Education
Financial Planning Standards Council 2014 — 2015
Certified Financial Planner (CFP), Financial Planning and Services
Canadian Institute of Financial Planning 2011 — 2014
CFP Certification Program, Financial Planning and Services
Simon Fraser University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Port Moody Secondary
International Baccalaureate Diploma
Rahul Devraj Rahul Devraj's Investors Group Experience September 2012 - November 2012
Job Credit Risk Analyst at HSBC Bank Canada
Industry Banking
Experience
HSBC Bank Canada June 2015 - Present
HSBC Bank Canada September 2014 - May 2015
HSBC Bank Canada June 2014 - August 2014
BlackOre Research December 2012 - February 2013
Investors Group September 2012 - November 2012
RBC Dominion Securities January 2012 - March 2012
Education
Simon Fraser University 2009 — 2015
Bachelor of Science (B.Sc.), Computing Science
HSBC Bank Canada June 2015 - Present
HSBC Bank Canada September 2014 - May 2015
HSBC Bank Canada June 2014 - August 2014
BlackOre Research December 2012 - February 2013
Investors Group September 2012 - November 2012
RBC Dominion Securities January 2012 - March 2012
Education
Simon Fraser University 2009 — 2015
Bachelor of Science (B.Sc.), Computing Science
Michel Lefebvre, B.Sc. Michel Lefebvre, B.Sc.'s Investors Group Experience 2014 - Present
Job Conseiller en sécurité financière et épargne collective chez Investors Group
Industry Financial Services
Experience
Investors Group 2014 - Present
Skills
Financial Services, Client Relations Skills, Client Service Oriented, Retirement Savings, RRSP, RESP, Entrepreneurship, Debt Consolidation, Estate Planning, Life Insurance, TFSA, Mortgage Servicing, Personal Tax Planning, Corporate Tax Planning, Disability Insurance, Critical Illness, Team Leadership, Insurance, Project Management
Education
IFSE institute 2014 — 2014
Cours sur les fonds d'investissement au Canada, Planification et services financiers, 99% (Reconnaissance pour la meilleure note au Canada en 2014)
Université du Québec à Montréal / UQAM 2008 — 2011
Bachelor of Applied Science (BASc), Geological and Earth Sciences/Geosciences, Moyenne générale 3.95 (A)
Université de Montréal / University of Montreal 2007 — 2008
Minor, Geography, Moyenne Générale 3.8 (A)
Investors Group 2014 - Present
Skills
Financial Services, Client Relations Skills, Client Service Oriented, Retirement Savings, RRSP, RESP, Entrepreneurship, Debt Consolidation, Estate Planning, Life Insurance, TFSA, Mortgage Servicing, Personal Tax Planning, Corporate Tax Planning, Disability Insurance, Critical Illness, Team Leadership, Insurance, Project Management
Education
IFSE institute 2014 — 2014
Cours sur les fonds d'investissement au Canada, Planification et services financiers, 99% (Reconnaissance pour la meilleure note au Canada en 2014)
Université du Québec à Montréal / UQAM 2008 — 2011
Bachelor of Applied Science (BASc), Geological and Earth Sciences/Geosciences, Moyenne générale 3.95 (A)
Université de Montréal / University of Montreal 2007 — 2008
Minor, Geography, Moyenne Générale 3.8 (A)
Duncan Antoniuk Duncan Antoniuk's Investors Group Experience 2012 - October 2013
Job Corporate Benefits Sales
Industry Financial Services
Experience
Western Financial Group October 2013 - Present
Investors Group 2012 - October 2013
Kro-Bert Landscaping 2009 - 2011
Skills
Financial Planners, Strategic Financial..., Insurance, Time Management, Financial Goals, Financial Services, Mutual Funds, Team Leadership, Estate Planning, Investments, Sales, Customer Service, Analysis, Mortgage Lending, Employee Benefits, Leadership, Strategy, Retirement Planning, Wealth Management, Teamwork, Finance
Education
The University of Winnipeg 2006 — 2011
Bachelor of Business Administration, Buisiness
Western Financial Group October 2013 - Present
Investors Group 2012 - October 2013
Kro-Bert Landscaping 2009 - 2011
Skills
Financial Planners, Strategic Financial..., Insurance, Time Management, Financial Goals, Financial Services, Mutual Funds, Team Leadership, Estate Planning, Investments, Sales, Customer Service, Analysis, Mortgage Lending, Employee Benefits, Leadership, Strategy, Retirement Planning, Wealth Management, Teamwork, Finance
Education
The University of Winnipeg 2006 — 2011
Bachelor of Business Administration, Buisiness
Troy Deda's Investors Group Experience May 2015 - Present
Job Financial Consultant
Industry Financial Services
Experience
Investors Group May 2015 - Present
Target April 2013 - May 2015
Superior Propane October 2012 - April 2013
Neufeld's Carpentry October 2011 - February 2012
Staples March 2010 - October 2011
Convergys January 2004 - March 2010
Skills
Management, Performance Management, Microsoft Office, Team Building, Customer Service, PowerPoint, Strategic Planning, Microsoft Word, SPSS, ArcGIS, Social Networking, Excel, Word, SAP HR, Workforce Management, Taleo, HRIS Database Management, Time Management, Microsoft Excel, Training, Interviews, Coaching, Employee Relations, Leadership, Recruiting
Education
The University of Winnipeg 2006 — 2011
Bachelor's degree
Investors Group May 2015 - Present
Target April 2013 - May 2015
Superior Propane October 2012 - April 2013
Neufeld's Carpentry October 2011 - February 2012
Staples March 2010 - October 2011
Convergys January 2004 - March 2010
Skills
Management, Performance Management, Microsoft Office, Team Building, Customer Service, PowerPoint, Strategic Planning, Microsoft Word, SPSS, ArcGIS, Social Networking, Excel, Word, SAP HR, Workforce Management, Taleo, HRIS Database Management, Time Management, Microsoft Excel, Training, Interviews, Coaching, Employee Relations, Leadership, Recruiting
Education
The University of Winnipeg 2006 — 2011
Bachelor's degree
Harold Paul's Investors Group Experience May 2014 - Present
Job Student at Ted Rogers Business Management School at Ryerson University
Industry Financial Services
Experience
Investors Group May 2014 - Present
World Financial Group (WFG) March 2013 - May 2014
Christian Aid 2006 - 2012
Catholic Relief Services November 2000 - July 2006
Skills
Capacity Building, NGOs, International..., Community Development, Program Evaluation, Grants, Rural Development, Humanitarian Assistance, Humanitarian, Non-profits, Program Development, Human Rights, Policy, Technical Assistance, Program Management, Proposal Writing, Africa, Organizational..., Strategic Planning, Nonprofits, Sustainability, Value Chain Analysis, Policy Analysis, Corporate Social..., Economic Development, Sustainable Development, Report Writing, Fundraising, Public Policy, Governance, Qualitative Research, International Relations, Microfinance
Education
SunLife Financial 2012 — 2013
Certified Financial Advisor
Ryerson University 2012 — 2014
Certified Management Accountants of Ontario Candidate, Finance and Financial Management Services, Master degree in Finance
University Quisqueya 2002 — 2004
Economics
Investors Group May 2014 - Present
World Financial Group (WFG) March 2013 - May 2014
Christian Aid 2006 - 2012
Catholic Relief Services November 2000 - July 2006
Skills
Capacity Building, NGOs, International..., Community Development, Program Evaluation, Grants, Rural Development, Humanitarian Assistance, Humanitarian, Non-profits, Program Development, Human Rights, Policy, Technical Assistance, Program Management, Proposal Writing, Africa, Organizational..., Strategic Planning, Nonprofits, Sustainability, Value Chain Analysis, Policy Analysis, Corporate Social..., Economic Development, Sustainable Development, Report Writing, Fundraising, Public Policy, Governance, Qualitative Research, International Relations, Microfinance
Education
SunLife Financial 2012 — 2013
Certified Financial Advisor
Ryerson University 2012 — 2014
Certified Management Accountants of Ontario Candidate, Finance and Financial Management Services, Master degree in Finance
University Quisqueya 2002 — 2004
Economics
Illya Fastovskiy Illya Fastovskiy's Investors Group Experience May 2012 - August 2012
Job BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group August 2014 - Present
Bulk Barn Foods Limited January 2012 - August 2014
Investors Group May 2012 - August 2012
Euroseal Windows & Doors September 2009 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Public Speaking, Teamwork, Social Networking, Time Management, Event Planning, Leadership
Education
Ryerson University 2011 — 2016
Bachelor of Commerce (B.Com.), Finance
Vaughan Secondary School 2007 — 2011
Ontario Secondary School Diploma
BMO Financial Group August 2014 - Present
Bulk Barn Foods Limited January 2012 - August 2014
Investors Group May 2012 - August 2012
Euroseal Windows & Doors September 2009 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Public Speaking, Teamwork, Social Networking, Time Management, Event Planning, Leadership
Education
Ryerson University 2011 — 2016
Bachelor of Commerce (B.Com.), Finance
Vaughan Secondary School 2007 — 2011
Ontario Secondary School Diploma
Chris Cleary Chris Cleary's Investors Group Experience April 2014 - Present
Job Consultant at Investors Group
Industry Financial Services
Experience
Investors Group April 2014 - Present
Clearway Consulting May 2012 - February 2014
Maple Leaf Consumer Foods 2010 - 2012
Maple Leaf Consumer Foods (formerly J.M.Schneider Inc.) 1999 - 2010
J.M.Schneider Inc. 1997 - 1999
J.M. Schneider Inc. 1992 - 1997
Skills
Senior Sales..., Mentoring, Recruiting, Business Acumen, Business Planning, Consumer Products, Food Industry, Sales Management, Team Leadership, Sales Operations, Management, Retail, Training, Budgets, Merchandising, Negotiation, Product Management, Sales, Project Planning, Strategic Planning
Education
Ryerson University
Graduate in Business Administration, Retail Major 3-year Diploma Course
Investors Group April 2014 - Present
Clearway Consulting May 2012 - February 2014
Maple Leaf Consumer Foods 2010 - 2012
Maple Leaf Consumer Foods (formerly J.M.Schneider Inc.) 1999 - 2010
J.M.Schneider Inc. 1997 - 1999
J.M. Schneider Inc. 1992 - 1997
Skills
Senior Sales..., Mentoring, Recruiting, Business Acumen, Business Planning, Consumer Products, Food Industry, Sales Management, Team Leadership, Sales Operations, Management, Retail, Training, Budgets, Merchandising, Negotiation, Product Management, Sales, Project Planning, Strategic Planning
Education
Ryerson University
Graduate in Business Administration, Retail Major 3-year Diploma Course
Frank Kibler Frank Kibler's Investors Group Experience March 2001 - Present
Job Managing Member at Investors Group
Industry Venture Capital & Private Equity
Experience
Investors Group March 2001 - Present
Education
Temple University
Bachelor of Applied Science (B.A.Sc.), Mechanical Engineering
Investors Group March 2001 - Present
Education
Temple University
Bachelor of Applied Science (B.A.Sc.), Mechanical Engineering
Betty (Wenti) Wang Betty (Wenti) Wang's Investors Group Experience October 2014 - February 2015
Job Student at the University of British Columbia
Industry Investment Banking
Experience
RBC April 2015 - Present
Investors Group October 2014 - February 2015
Investors Group June 2014 - September 2014
Club Monaco June 2013 - February 2014
GOVision Group February 2013 - February 2014
UBC BizChina September 2012 - September 2013
Jugo Juice International Company September 2012 - April 2013
Skills
Microsoft Excel, Mandarin, Public Speaking, Leadership, Financial Analysis, Investments, Analysis, Financial Modeling, Teamwork, Market Research, PowerPoint, Microsoft Office, Microsoft Word
Education
The University of British Columbia / UBC 2011 — 2015
RBC April 2015 - Present
Investors Group October 2014 - February 2015
Investors Group June 2014 - September 2014
Club Monaco June 2013 - February 2014
GOVision Group February 2013 - February 2014
UBC BizChina September 2012 - September 2013
Jugo Juice International Company September 2012 - April 2013
Skills
Microsoft Excel, Mandarin, Public Speaking, Leadership, Financial Analysis, Investments, Analysis, Financial Modeling, Teamwork, Market Research, PowerPoint, Microsoft Office, Microsoft Word
Education
The University of British Columbia / UBC 2011 — 2015
Alina Owsianik's Investors Group Experience September 2008 - March 2010
Job Senior Recruitment Consultant
Industry Staffing and Recruiting
Experience
Rogers Communications & Rogers Media Inc March 2013 - Present
VTRAC 2010 - March 2013
Investors Group September 2008 - March 2010
MIS Consultants August 2007 - October 2009
Startec Global Communications 2006 - 2007
Rocket Frog Films Inc. July 2004 - May 2006
Skills
Banking, Executive Search, Insurance, Consulting, Interviews, Recruiting, Contract Recruitment, Technical Recruiting, Business Analysis, Internet Recruiting, Talent Acquisition, Sourcing, Human Resources, Account Management, Customer Satisfaction, Customer Engagement, Leadership, Professional Services, Team Leadership, Coaching, Change Management, Management, Temporary Placement, Applicant Tracking..., Vendor Management, Direct Sales, Permanent Placement, Cold Calling, IT Recruitment, Resource Management, SDLC, Business Development, Training, Strategy, Recruitment Advertising, Talent Management, Performance Management, CRM, Personnel Management, Benefits Negotiation, Staffing Services, Employer Branding, Onboarding, Team Management, Employee Engagement, HR Consulting, Employee Relations, Time Management, Outsourcing, Building Relationships
Education
Ryerson University 2010 — 2013
CHRP - in progress, Certified Human Resources Professional
Ryerson University 2005 — 2010
Bachelor of Arts (B.A.), Public Administration and Governance, minor HR & law
University of Wroclaw 2003 — 2005
Law
Morgan Consulting Group
Recruiter Marathon, 2007
Rogers Communications & Rogers Media Inc March 2013 - Present
VTRAC 2010 - March 2013
Investors Group September 2008 - March 2010
MIS Consultants August 2007 - October 2009
Startec Global Communications 2006 - 2007
Rocket Frog Films Inc. July 2004 - May 2006
Skills
Banking, Executive Search, Insurance, Consulting, Interviews, Recruiting, Contract Recruitment, Technical Recruiting, Business Analysis, Internet Recruiting, Talent Acquisition, Sourcing, Human Resources, Account Management, Customer Satisfaction, Customer Engagement, Leadership, Professional Services, Team Leadership, Coaching, Change Management, Management, Temporary Placement, Applicant Tracking..., Vendor Management, Direct Sales, Permanent Placement, Cold Calling, IT Recruitment, Resource Management, SDLC, Business Development, Training, Strategy, Recruitment Advertising, Talent Management, Performance Management, CRM, Personnel Management, Benefits Negotiation, Staffing Services, Employer Branding, Onboarding, Team Management, Employee Engagement, HR Consulting, Employee Relations, Time Management, Outsourcing, Building Relationships
Education
Ryerson University 2010 — 2013
CHRP - in progress, Certified Human Resources Professional
Ryerson University 2005 — 2010
Bachelor of Arts (B.A.), Public Administration and Governance, minor HR & law
University of Wroclaw 2003 — 2005
Law
Morgan Consulting Group
Recruiter Marathon, 2007
Janice Saban's Investors Group Experience 2009 - 2010
Job Senior Financial Advisor at RBC Royal Bank
Industry Financial Services
Experience
RBC Royal Bank January 2012 - Present
Investors Group 2009 - 2010
Skills
Banking, Investments, Customer Service, Portfolio Management, Credit, Leadership, Mortgage Lending, Finance, Financial Services, Loans, Microsoft Office, Financial Planning, Risk Management, Wealth Management, Mutual Funds, Retail Banking, Retirement Planning, Asset Allocation, Equities, Asset Management, Financial Advisory, Retirement
Education
Canadian Securities Institute 2013 — 2015
PFP- Personal Financial Planner-CFP- Certified Financial Planner, Financial Planning and Services
Seneca College of Applied Arts and Technology 1992 — 1994
Undergraduate Bachelor of Arts (BA), Creative Advertising and Broadcasting
RBC Royal Bank January 2012 - Present
Investors Group 2009 - 2010
Skills
Banking, Investments, Customer Service, Portfolio Management, Credit, Leadership, Mortgage Lending, Finance, Financial Services, Loans, Microsoft Office, Financial Planning, Risk Management, Wealth Management, Mutual Funds, Retail Banking, Retirement Planning, Asset Allocation, Equities, Asset Management, Financial Advisory, Retirement
Education
Canadian Securities Institute 2013 — 2015
PFP- Personal Financial Planner-CFP- Certified Financial Planner, Financial Planning and Services
Seneca College of Applied Arts and Technology 1992 — 1994
Undergraduate Bachelor of Arts (BA), Creative Advertising and Broadcasting
Dylan Biggs Dylan Biggs's Investors Group Experience September 2013 - Present
Job Consultant at Investors Group
Industry Financial Services
Experience
Investors Group September 2013 - Present
YMCA of Central East Ontario October 2009 - April 2013
YMCA Camp Pine Crest May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Sales, Leadership, Strategic Financial..., Retirement Planning, Financial Planning, Time Management, Teamwork
Education
Trent University 2008 — 2013
Bachelor of Business Administration (BBA)
western
Investors Group September 2013 - Present
YMCA of Central East Ontario October 2009 - April 2013
YMCA Camp Pine Crest May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Sales, Leadership, Strategic Financial..., Retirement Planning, Financial Planning, Time Management, Teamwork
Education
Trent University 2008 — 2013
Bachelor of Business Administration (BBA)
western
Wendy Phaneuf Sikora Wendy Phaneuf Sikora's Investors Group Experience 1996 - 1997
Job Owner, The Training Source
Industry Professional Training & Coaching
Experience
The Training Source August 2007 - Present
Investors Group 1996 - 1997
The University of Winnipeg 1991 - 1996
Skills
Organizational..., Executive Coaching, Performance Management, Leadership, Training, Human Resources, Talent Management, Leadership Development, Employee Engagement, Coaching, Employee Relations, Career Counseling, Staff Development, Organizational..., Policy, Program Management, HR Consulting, Management, Career Development, Strategic Planning, Workshop Facilitation
Education
The University of Winnipeg 1994 — 1995
Certificate, Human Resources, Management Studies
The Training Source August 2007 - Present
Investors Group 1996 - 1997
The University of Winnipeg 1991 - 1996
Skills
Organizational..., Executive Coaching, Performance Management, Leadership, Training, Human Resources, Talent Management, Leadership Development, Employee Engagement, Coaching, Employee Relations, Career Counseling, Staff Development, Organizational..., Policy, Program Management, HR Consulting, Management, Career Development, Strategic Planning, Workshop Facilitation
Education
The University of Winnipeg 1994 — 1995
Certificate, Human Resources, Management Studies
Ray Groebner's Investors Group Experience May 2013 - September 2014
Job Financial Advisor World Financial Group
Industry Financial Services
Experience
Francis Home Environment Service Experts September 2014 - March 2015
Investors Group May 2013 - September 2014
Service Experts Lennox International August 2011 - April 2013
Digital Interiors (Xplornet Wireless Internet) October 2007 - August 2011
Techreps Consulting June 2002 - October 2007
Alcatel Networks June 2001 - December 2001
Alcatel Networks Asia-Pacific July 1999 - June 2001
Newbridge Networks February 1995 - July 1999
Netrix International February 1993 - February 1995
Gandalf-Infotron International April 1992 - February 1993
Skills
Telecommunications, Customer Relations, Microsoft Office, VoIP, International Business, Contract Negotiation, Sales Management, New Business Development, Mobile Devices, Management, Customer Service, Sales, Selling, Solution Selling, Business Development, Product Marketing, Budgets, Team Leadership, Insurance, Direct Sales, Leadership, Account Management, Business Planning
Education
The Open University 1990 — 1993
BSC Honours, Telecom, Economics, Systems Management
Radio College of Canada 1980 — 1982
Electronic Engineering Technician
Queens School of Business, Ottawa
Essential Financial Concepts
Dr. Phau Public Speaking Seminar
Effective Executive Speaking
Holden Value Based Sales Course
Value Based Selling
York University
Business 101
Ryerson University
Management 101 and Marketing 101
Francis Home Environment Service Experts September 2014 - March 2015
Investors Group May 2013 - September 2014
Service Experts Lennox International August 2011 - April 2013
Digital Interiors (Xplornet Wireless Internet) October 2007 - August 2011
Techreps Consulting June 2002 - October 2007
Alcatel Networks June 2001 - December 2001
Alcatel Networks Asia-Pacific July 1999 - June 2001
Newbridge Networks February 1995 - July 1999
Netrix International February 1993 - February 1995
Gandalf-Infotron International April 1992 - February 1993
Skills
Telecommunications, Customer Relations, Microsoft Office, VoIP, International Business, Contract Negotiation, Sales Management, New Business Development, Mobile Devices, Management, Customer Service, Sales, Selling, Solution Selling, Business Development, Product Marketing, Budgets, Team Leadership, Insurance, Direct Sales, Leadership, Account Management, Business Planning
Education
The Open University 1990 — 1993
BSC Honours, Telecom, Economics, Systems Management
Radio College of Canada 1980 — 1982
Electronic Engineering Technician
Queens School of Business, Ottawa
Essential Financial Concepts
Dr. Phau Public Speaking Seminar
Effective Executive Speaking
Holden Value Based Sales Course
Value Based Selling
York University
Business 101
Ryerson University
Management 101 and Marketing 101
Marco Consoli Marco Consoli's Investors Group Experience November 2008 - April 2010
Job Member Service Specialist at Alterna Savings Credit Union
Industry Financial Services
Experience
Alterna Savings Credit Union December 2013 - Present
TD Waterhouse November 2012 - November 2013
Mackenzie Investments January 2011 - June 2012
Investors Group November 2008 - April 2010
Skills
Portfolio Management, Management, Leadership, Marketing Strategy, Financial Analysis, Strategic Planning, Microsoft Excel, Consulting, Financial Planning, Social Media Marketing, Investments, Wealth Management, Strategic Financial..., Asset Management
Education
FPSC Institute 2011 — 2013
CFP, Financial Planning and Services
Seneca College of Applied Arts and Technology 2008 — 2008
IFIC, Mutual Fund License
Seneca College of Applied Arts and Technology 2005 — 2008
Business/Marketing
Brebeuf College 1998 — 2003
Alterna Savings Credit Union December 2013 - Present
TD Waterhouse November 2012 - November 2013
Mackenzie Investments January 2011 - June 2012
Investors Group November 2008 - April 2010
Skills
Portfolio Management, Management, Leadership, Marketing Strategy, Financial Analysis, Strategic Planning, Microsoft Excel, Consulting, Financial Planning, Social Media Marketing, Investments, Wealth Management, Strategic Financial..., Asset Management
Education
FPSC Institute 2011 — 2013
CFP, Financial Planning and Services
Seneca College of Applied Arts and Technology 2008 — 2008
IFIC, Mutual Fund License
Seneca College of Applied Arts and Technology 2005 — 2008
Business/Marketing
Brebeuf College 1998 — 2003
Debra Schreiber CLU Debra Schreiber CLU's Investors Group Experience July 2003 - August 2006
Job Equitable Life of Canada
Industry Financial Services
Experience
Equitable Life December 2010 - Present
Advocis Peel Halton November 2012 - Present
Burlington Downtown Business Association 2004 - 2013
Advocis August 2006 - December 2010
Investors Group July 2003 - August 2006
Stone Funds 1998 - 2000
Compugen Systems 1996 - 1999
Junior Board of Trade 1987 - 1997
Guardian Group of Funds 1992 - 1995
Skills
Retirement Planning, Critical Illness, Written & Oral..., Sales Presentations, life and health..., Strategic Financial..., Volunteer Management, Board of Director..., New Business Development, Board of Directors, Retirement, Mutual Funds, Business Development, Wealth, Asset Management, Financial Planners, Marketing, Financial Advisory, Fixed Annuities, Mortgage Lending, Wealth Accumulation, Employee Benefits, Financial Planning, Corporate Communications, Disability Insurance, Insurance, Estate Planning, Investments, Portfolio Management, Whole Life, Wealth Management, Life Insurance, Investment Advisory, Wealth Management..., Long Term Care Insurance, Term Life Insurance, Income Protection, Health Insurance, Personal Finance, Retirement Savings, Pensions, Financial Services, Long-term Care, Savings, Risk Management, Investment Strategies
Education
Advocis 2014 — 2014
CLU, Financial and Estate Planning
Trent University 1975 — 1978
BA, Pschology
Equitable Life December 2010 - Present
Advocis Peel Halton November 2012 - Present
Burlington Downtown Business Association 2004 - 2013
Advocis August 2006 - December 2010
Investors Group July 2003 - August 2006
Stone Funds 1998 - 2000
Compugen Systems 1996 - 1999
Junior Board of Trade 1987 - 1997
Guardian Group of Funds 1992 - 1995
Skills
Retirement Planning, Critical Illness, Written & Oral..., Sales Presentations, life and health..., Strategic Financial..., Volunteer Management, Board of Director..., New Business Development, Board of Directors, Retirement, Mutual Funds, Business Development, Wealth, Asset Management, Financial Planners, Marketing, Financial Advisory, Fixed Annuities, Mortgage Lending, Wealth Accumulation, Employee Benefits, Financial Planning, Corporate Communications, Disability Insurance, Insurance, Estate Planning, Investments, Portfolio Management, Whole Life, Wealth Management, Life Insurance, Investment Advisory, Wealth Management..., Long Term Care Insurance, Term Life Insurance, Income Protection, Health Insurance, Personal Finance, Retirement Savings, Pensions, Financial Services, Long-term Care, Savings, Risk Management, Investment Strategies
Education
Advocis 2014 — 2014
CLU, Financial and Estate Planning
Trent University 1975 — 1978
BA, Pschology
Grace Y Grace Y's Investors Group Experience May 2011 - April 2012
Job Talent Acquisition Manager at Global RESP Corporation
Industry Financial Services
Experience
Global RESP Corporation May 2015 - Present
Icon Legacy Hospitality September 2014 - March 2015
Four Points by Sheraton May 2012 - May 2014
Investors Group May 2011 - April 2012
Investors Group March 2008 - May 2011
Skills
Recruiting, Employee Relations, Employee Benefits, Employee Engagement, Human Resources, Onboarding, Talent Acquisition, HRIS, Event Planning, Interviews, Management, Microsoft Excel, Leadership, Time Management, Microsoft Office
Education
Ryerson University 2009 — 2012
Bachelor of Commerce (B.Com.), Business Management
Seneca College of Applied Arts and Technology 2006 — 2009
Human Resources Management
Global RESP Corporation May 2015 - Present
Icon Legacy Hospitality September 2014 - March 2015
Four Points by Sheraton May 2012 - May 2014
Investors Group May 2011 - April 2012
Investors Group March 2008 - May 2011
Skills
Recruiting, Employee Relations, Employee Benefits, Employee Engagement, Human Resources, Onboarding, Talent Acquisition, HRIS, Event Planning, Interviews, Management, Microsoft Excel, Leadership, Time Management, Microsoft Office
Education
Ryerson University 2009 — 2012
Bachelor of Commerce (B.Com.), Business Management
Seneca College of Applied Arts and Technology 2006 — 2009
Human Resources Management
Leighton A. Watson's Investors Group Experience September 2008 - September 2009
Job Recruiter, Sales Professional, Speaker
Industry Higher Education
Experience
Tyndale University College August 2011 - May 2014
GP Car and Home January 2011 - August 2011
Investors Group September 2008 - September 2009
Skills
Higher Education, Recruiting, Public Speaking, Nonprofits, Customer Service, Community Outreach, Leadership, Career Counseling, Entrepreneurship, Volunteer Management, Training, Fundraising, Workshop Facilitation, Mutual Funds, Investments, Relationship Management, Insurance, Coaching, Leadership Development, Sales
Education
Tyndale University 2007 — 2011
Bachelor of Arts (B.A.), Religion/Religious Studies
Financial Services Commission of Ontario 2007 — 2007
LLQP, Life Insurance
Investment Institute Funds of Canada 2007 — 2007
IFIC, Mutual Funds
Seneca College of Applied Arts and Technology 2003 — 2006
Diploma, Business Administration and Management, General
Tyndale University College August 2011 - May 2014
GP Car and Home January 2011 - August 2011
Investors Group September 2008 - September 2009
Skills
Higher Education, Recruiting, Public Speaking, Nonprofits, Customer Service, Community Outreach, Leadership, Career Counseling, Entrepreneurship, Volunteer Management, Training, Fundraising, Workshop Facilitation, Mutual Funds, Investments, Relationship Management, Insurance, Coaching, Leadership Development, Sales
Education
Tyndale University 2007 — 2011
Bachelor of Arts (B.A.), Religion/Religious Studies
Financial Services Commission of Ontario 2007 — 2007
LLQP, Life Insurance
Investment Institute Funds of Canada 2007 — 2007
IFIC, Mutual Funds
Seneca College of Applied Arts and Technology 2003 — 2006
Diploma, Business Administration and Management, General
Andrew Duval Andrew Duval's Investors Group Experience February 2012 - April 2012
Job Staff Accountant at Morgan llp Chartered Accountants and Advisors
Industry Accounting
Experience
Morgan & Company LLP March 2014 - Present
Capilano Golf and Country Club Limited June 2013 - November 2013
Capilano Golf and Country Club Limited April 2009 - May 2013
Resource World Magazine September 2011 - January 2013
Investors Group February 2012 - April 2012
Mosaic Sales Solutions April 2008 - November 2008
Skills
Research, Accounts Payable, Accounts Receivable, Accounting, Restaurants, Customer Service, Marketing, Account Reconciliation, Cash Receipts, Physical Inventory, Inventory Analysis, Mass Mailing, Office Administration, Journalism, Journal Entries, GAAP, IFRS, Real Estate Economics, Finance, Social Media Marketing, Market Research, Marketing Research, Marketing Communications, Event Management, Teamwork, Training, Financial Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Accounting, Data Analysis, Financial Reporting, Invoicing
Education
Chartered Professional Accountants of British Columbia 2013 — 2014
CPA Prerequisite Education Program, Accounting
The University of British Columbia 2007 — 2009
Bcom, Marketing and Real Estate
Morgan & Company LLP March 2014 - Present
Capilano Golf and Country Club Limited June 2013 - November 2013
Capilano Golf and Country Club Limited April 2009 - May 2013
Resource World Magazine September 2011 - January 2013
Investors Group February 2012 - April 2012
Mosaic Sales Solutions April 2008 - November 2008
Skills
Research, Accounts Payable, Accounts Receivable, Accounting, Restaurants, Customer Service, Marketing, Account Reconciliation, Cash Receipts, Physical Inventory, Inventory Analysis, Mass Mailing, Office Administration, Journalism, Journal Entries, GAAP, IFRS, Real Estate Economics, Finance, Social Media Marketing, Market Research, Marketing Research, Marketing Communications, Event Management, Teamwork, Training, Financial Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Accounting, Data Analysis, Financial Reporting, Invoicing
Education
Chartered Professional Accountants of British Columbia 2013 — 2014
CPA Prerequisite Education Program, Accounting
The University of British Columbia 2007 — 2009
Bcom, Marketing and Real Estate
Anthony S. Marchao, MFA, CHS, CPCA Anthony S. Marchao, MFA, CHS, CPCA's Investors Group Experience 1995 - 2002
Job President, Definitive Wealth Management Inc.
Industry Financial Services
Experience
Definitive Wealth Management Inc. December 2003 - Present
Investia Financial Services Inc. February 2002 - Present
Investia Financial Services Inc. 2002 - 2011
Investors Group 1995 - 2002
Investors Group 1995 - 2002
Skills
Wealth Management, Mutual Funds, Strategic Financial..., Investment Strategies, Investments, Insurance, Estate Planning, Retirement Planning, Critical Illness, Life Insurance, Portfolio Management, Long-term Care, Retirement, Asset Allocation, Disability Insurance, Wealth, Asset Managment, Wealth Accumulation, Pensions, Financial Planners, Financial Advisory, Term Life Insurance, Financial Services
Education
Sheridan College 1993 — 1995
Definitive Wealth Management Inc. December 2003 - Present
Investia Financial Services Inc. February 2002 - Present
Investia Financial Services Inc. 2002 - 2011
Investors Group 1995 - 2002
Investors Group 1995 - 2002
Skills
Wealth Management, Mutual Funds, Strategic Financial..., Investment Strategies, Investments, Insurance, Estate Planning, Retirement Planning, Critical Illness, Life Insurance, Portfolio Management, Long-term Care, Retirement, Asset Allocation, Disability Insurance, Wealth, Asset Managment, Wealth Accumulation, Pensions, Financial Planners, Financial Advisory, Term Life Insurance, Financial Services
Education
Sheridan College 1993 — 1995
Sean Dujay Sean Dujay's Investors Group Experience July 2010 - Present
Job Investors Group
Industry Financial Services
Experience
Investors Group July 2010 - Present
Dujay Enterprises 2005 - 2012
Bellai Brothers Ltd. September 2009 - April 2011
Skills
•Excellent written and..., Advertising, Analysis, Coaching, Communication, Disability Insurance, English, Estate Planning, Finance, Financial Analysis, Financial Planners, Investments, Management, Marketing, New Business Development, Program Management, Project Planning, Risk Management, Strategic Financial..., Strategic Planning, Team Leadership
Education
St. Francis Xavier University 1997 — 2002
BA, Sociology, English, Philosophy
Investors Group July 2010 - Present
Dujay Enterprises 2005 - 2012
Bellai Brothers Ltd. September 2009 - April 2011
Skills
•Excellent written and..., Advertising, Analysis, Coaching, Communication, Disability Insurance, English, Estate Planning, Finance, Financial Analysis, Financial Planners, Investments, Management, Marketing, New Business Development, Program Management, Project Planning, Risk Management, Strategic Financial..., Strategic Planning, Team Leadership
Education
St. Francis Xavier University 1997 — 2002
BA, Sociology, English, Philosophy
Erin Keating, CPA, CMA Erin Keating, CPA, CMA's Investors Group Experience Manager of FinanceWinnipeg Folk FestivalNovember 2013 - September 2015
Job Manager of Corporate Responsibility, Investors Group
Industry Management Consulting
Experience
Investors Group Manager of FinanceWinnipeg Folk FestivalNovember 2013 - September 2015
Greenlight Training July 2013 - November 2013
Lake Winnipeg Foundation September 2011 - September 2012
The Billabong Bar and Bistro 2005 - September 2012
Investors Group October 2006 - March 2011
David Aplin Group 2005 - 2006
Skills
Sustainability Reporting, Sustainable Business, Management, Project Management, Accounting, Budgets, Small Business, Financial Reporting, Leadership, Staff Development, Process Improvement, Self-driven, SAP, Microsoft Excel, Strategic Planning, Great Motivator, Analysis, Financial Analysis, Strategy, Marketing Strategy, Investments, Public Speaking, Business Strategy, Coaching, Entrepreneurship
Education
CMA Manitoba
CMA Designation achieved
The University of Winnipeg
Bachelor of Arts- Major in Business
Vincent Massey
Investors Group Manager of FinanceWinnipeg Folk FestivalNovember 2013 - September 2015
Greenlight Training July 2013 - November 2013
Lake Winnipeg Foundation September 2011 - September 2012
The Billabong Bar and Bistro 2005 - September 2012
Investors Group October 2006 - March 2011
David Aplin Group 2005 - 2006
Skills
Sustainability Reporting, Sustainable Business, Management, Project Management, Accounting, Budgets, Small Business, Financial Reporting, Leadership, Staff Development, Process Improvement, Self-driven, SAP, Microsoft Excel, Strategic Planning, Great Motivator, Analysis, Financial Analysis, Strategy, Marketing Strategy, Investments, Public Speaking, Business Strategy, Coaching, Entrepreneurship
Education
CMA Manitoba
CMA Designation achieved
The University of Winnipeg
Bachelor of Arts- Major in Business
Vincent Massey
Bernard Letendre Bernard Letendre's Investors Group Experience 1998 - 2000
Job Senior Vice President and Head of Investments, Retail Markets
Industry Financial Services
Experience
Manulife March 2015 - Present
Manulife Private Wealth August 2011 - February 2015
Manulife December 2009 - August 2011
Réseau Sélection August 2009 - November 2009
BMO Private Banking 2004 - 2009
Standard Life 2000 - 2004
Investors Group 1998 - 2000
Maisonneuve Regiment Régiment de Maisonneuve 1988 - 1991
Skills
Strategic Planning, Start-ups, Business Turn-arounds, Change Management, Business Development, Sales Management, Private Banking, Mutual Funds, Talent Management, Wealth Management, Coaching, Investments, Retirement, Business Strategy, Leadership, Asset Management, Portfolio Management, Banking, Insurance, Management, Risk Management, Financial Services, Securities, Investissements, Fonds mutuel
Education
Université de Montréal 1991 — 1992
LL.M., Law
Université de Montréal 1988 — 1991
LL.B., Law
Collège Jean-de-Brébeuf 1986 — 1988
DCS, Humanities
Manulife March 2015 - Present
Manulife Private Wealth August 2011 - February 2015
Manulife December 2009 - August 2011
Réseau Sélection August 2009 - November 2009
BMO Private Banking 2004 - 2009
Standard Life 2000 - 2004
Investors Group 1998 - 2000
Maisonneuve Regiment Régiment de Maisonneuve 1988 - 1991
Skills
Strategic Planning, Start-ups, Business Turn-arounds, Change Management, Business Development, Sales Management, Private Banking, Mutual Funds, Talent Management, Wealth Management, Coaching, Investments, Retirement, Business Strategy, Leadership, Asset Management, Portfolio Management, Banking, Insurance, Management, Risk Management, Financial Services, Securities, Investissements, Fonds mutuel
Education
Université de Montréal 1991 — 1992
LL.M., Law
Université de Montréal 1988 — 1991
LL.B., Law
Collège Jean-de-Brébeuf 1986 — 1988
DCS, Humanities
Alan Jose Alan Jose's Investors Group Experience September 2011 - December 2011
Job Funding Associate
Industry Financial Services
Experience
Blue Chip Leasing Corporation June 2015 - Present
TD April 2015 - Present
TD January 2013 - April 2015
TD April 2012 - December 2012
McDonald's Restaurants of Canada Limited September 2009 - May 2012
Investors Group September 2011 - December 2011
Arvato Digital Services September 2008 - December 2008
Skills
Leadership, Employee Relations, Onboarding, Customer Service, Time Management, Human Resources, CRM, Recruiting, Coaching, Training, Employee Engagement, Teamwork, Performance Management, Microsoft Office, Microsoft Word, Team Leadership, Management, PowerPoint, Microsoft Excel, HRIS, New Hire Orientations
Education
Seneca College of Applied Arts and Technology 2007 — 2011
Diploma, Human Resources
Blue Chip Leasing Corporation June 2015 - Present
TD April 2015 - Present
TD January 2013 - April 2015
TD April 2012 - December 2012
McDonald's Restaurants of Canada Limited September 2009 - May 2012
Investors Group September 2011 - December 2011
Arvato Digital Services September 2008 - December 2008
Skills
Leadership, Employee Relations, Onboarding, Customer Service, Time Management, Human Resources, CRM, Recruiting, Coaching, Training, Employee Engagement, Teamwork, Performance Management, Microsoft Office, Microsoft Word, Team Leadership, Management, PowerPoint, Microsoft Excel, HRIS, New Hire Orientations
Education
Seneca College of Applied Arts and Technology 2007 — 2011
Diploma, Human Resources
Laurie Day's Investors Group Experience 1997 - Present
Job at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group 1997 - Present
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Mutual Funds, Estate Planning, Financial Planners, Pensions, Financial Advisory, Investment Strategies, Wealth, Mortgage Lending, Critical Illness, Insurance, Asset Managment
Education
Sheridan College
York University
Investors Group 1997 - Present
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Mutual Funds, Estate Planning, Financial Planners, Pensions, Financial Advisory, Investment Strategies, Wealth, Mortgage Lending, Critical Illness, Insurance, Asset Managment
Education
Sheridan College
York University
Rob Foxall Rob Foxall's Investors Group Experience December 2011 - July 2013
Job Associate Partner at Espresso Capital | Venture Debt for Technology Companies
Industry Venture Capital & Private Equity
Experience
Espresso Capital Partners February 2014 - Present
Startup Weekend February 2013 - Present
entrepreneurship@UBC May 2012 - Present
Xerox July 2013 - March 2014
Investors Group December 2011 - July 2013
Scouts Canada September 2006 - April 2012
TELUS Communications May 2009 - January 2010
UBC Venture Captial and Private Equity Club June 2007 - January 2010
Pacific Venture Capital Conference & Competition January 2009 - December 2009
UBC Social Entrepreneurship 101: Africa Initiative March 2009 - August 2009
Skills
Entrepreneurship, Business Development, Strategic Financial..., Social Entrepreneurship, Marketing Strategy, Start-ups, Marketing Communications, Corporate Finance, Event Management, Social Media Marketing, Relationship Management, Lead Generation, Leadership, Investments, Finance, Team Leadership, Strategy, Fundraising, Coaching, Strategic Planning, Venture Debt, Venture Capital, Relationship Building
Education
The University of British Columbia 2005 — 2010
Bachelor of Commerce (Honours), Finance
West Vancouver Secondary School 2000 — 2005
Grade 12 (Honours)
Espresso Capital Partners February 2014 - Present
Startup Weekend February 2013 - Present
entrepreneurship@UBC May 2012 - Present
Xerox July 2013 - March 2014
Investors Group December 2011 - July 2013
Scouts Canada September 2006 - April 2012
TELUS Communications May 2009 - January 2010
UBC Venture Captial and Private Equity Club June 2007 - January 2010
Pacific Venture Capital Conference & Competition January 2009 - December 2009
UBC Social Entrepreneurship 101: Africa Initiative March 2009 - August 2009
Skills
Entrepreneurship, Business Development, Strategic Financial..., Social Entrepreneurship, Marketing Strategy, Start-ups, Marketing Communications, Corporate Finance, Event Management, Social Media Marketing, Relationship Management, Lead Generation, Leadership, Investments, Finance, Team Leadership, Strategy, Fundraising, Coaching, Strategic Planning, Venture Debt, Venture Capital, Relationship Building
Education
The University of British Columbia 2005 — 2010
Bachelor of Commerce (Honours), Finance
West Vancouver Secondary School 2000 — 2005
Grade 12 (Honours)
Julia Chung, CFP, CLU, FEA's Investors Group Experience August 2001 - December 2002
Job Personal Finance Professional
Industry Financial Services
Experience
JYC Financial November 2011 - Present
Admin Slayer July 2015 - Present
Gazette Magazine November 2013 - Present
Facet Advisors Wealth Strategies February 2012 - January 2015
Raymond James January 2008 - January 2013
BMO Nesbitt Burns August 2007 - January 2008
Coast Capital Savings January 2003 - August 2007
Vida Coffee August 2002 - June 2003
Investors Group August 2001 - December 2002
Las Rebels Concert Promotion & Production 1999 - 2002
Skills
Retirement Planning, Freelance Writing, Technical Writing, Estate Planning, Financial Planning, Strategic Financial..., Retirement, Finance, Wealth, Certified Financial..., Financial Advisory, Personal Finance, Financial Planners, Life Insurance, Wealth Management..., Wealth Management, Small Business, Wealth Accumulation, Income Protection, Portfolio Management, Investment Strategies, Fixed Annuities, Financial Services, Equities, Tax, High Net Worth..., Critical Illness, Asset Allocation, Securities, Risk Management, Investments, Pensions, Asset Management, Investment Management, Bonds, Alternative Investments, Mutual Funds, Financial Risk, Disability Insurance, Long-term Care, Insurance, Personal Financial..., Relationship Management, Estate Tax Planning, Mortgage Lending, ETFs, Term Life Insurance, Long Term Care Insurance, Retirement Savings, Investment Advisory
Education
CPA British Columbia 2014 — 2014
The CFO's Operational Skills Program
The University of British Columbia / UBC 2013 — 2013
Family Enterprise Advisor (FEA), Family Enterprise Advice
The Institute for Advanced Financial Education 2010 — 2011
Chartered Life Underwriter (CLU), Advanced Estate Planning
Financial Planning Standards Council 2008 — 2009
Certified Financial Planner (CFP), Financial Planning
The Life Office Management Institute 2006 — 2007
Business Law, Insurance Co Operations, Principles of Life Insurance, Finance & Personal Insurance
Canadian Securities Institute 1999 — 2000
Canadian Securities Course & Conduct and Practices Handbook, Finance
Pitman Business College 1995 — 1995
Business Administration
The Justice Institute of BC 1993 — 1993
Mediation & Conflict Resolution
JYC Financial November 2011 - Present
Admin Slayer July 2015 - Present
Gazette Magazine November 2013 - Present
Facet Advisors Wealth Strategies February 2012 - January 2015
Raymond James January 2008 - January 2013
BMO Nesbitt Burns August 2007 - January 2008
Coast Capital Savings January 2003 - August 2007
Vida Coffee August 2002 - June 2003
Investors Group August 2001 - December 2002
Las Rebels Concert Promotion & Production 1999 - 2002
Skills
Retirement Planning, Freelance Writing, Technical Writing, Estate Planning, Financial Planning, Strategic Financial..., Retirement, Finance, Wealth, Certified Financial..., Financial Advisory, Personal Finance, Financial Planners, Life Insurance, Wealth Management..., Wealth Management, Small Business, Wealth Accumulation, Income Protection, Portfolio Management, Investment Strategies, Fixed Annuities, Financial Services, Equities, Tax, High Net Worth..., Critical Illness, Asset Allocation, Securities, Risk Management, Investments, Pensions, Asset Management, Investment Management, Bonds, Alternative Investments, Mutual Funds, Financial Risk, Disability Insurance, Long-term Care, Insurance, Personal Financial..., Relationship Management, Estate Tax Planning, Mortgage Lending, ETFs, Term Life Insurance, Long Term Care Insurance, Retirement Savings, Investment Advisory
Education
CPA British Columbia 2014 — 2014
The CFO's Operational Skills Program
The University of British Columbia / UBC 2013 — 2013
Family Enterprise Advisor (FEA), Family Enterprise Advice
The Institute for Advanced Financial Education 2010 — 2011
Chartered Life Underwriter (CLU), Advanced Estate Planning
Financial Planning Standards Council 2008 — 2009
Certified Financial Planner (CFP), Financial Planning
The Life Office Management Institute 2006 — 2007
Business Law, Insurance Co Operations, Principles of Life Insurance, Finance & Personal Insurance
Canadian Securities Institute 1999 — 2000
Canadian Securities Course & Conduct and Practices Handbook, Finance
Pitman Business College 1995 — 1995
Business Administration
The Justice Institute of BC 1993 — 1993
Mediation & Conflict Resolution
Mariana Saenz's Investors Group Experience March 2012 - Present
Job Training and Development Manager at Investors Group
Industry Human Resources
Experience
Investors Group March 2012 - Present
The Home Depot Head Office April 2008 - April 2011
Universal Forum of Cultures 2007 September 2007 - March 2008
Embassy of Mexico in Paris, France May 2007 - August 2007
Tijuana Economic Development Corporation June 2006 - September 2006
Eurocentro Bancomext August 2005 - December 2005
American Chamber of Commerce in Canada (AmCham Canada) A member of the United States Chamber July 2005 - August 2005
Embassy of Mexico, Washington, D.C. June 2002 - July 2002
Skills
Project Management, Organizational..., Change Management, Business Strategy, International Relations, Performance Management, Risk Management, Team Leadership, Team Building, Strategic Planning, Coaching, Negotiation, Leadership, Management, Training
Education
Humber School of Applied Technology 2011 — 2011
Postgraduate Certificate, Project Management
Tecnológico de Monterrey 2001 — 2005
B.A., International Relations
Institut d'Etudes politiques de Toulouse 2003 — 2004
University Exchange Program, Certificat d'Etudes Politiques
Written and conversational proficiency in French (TEF Niveau 5)
Written and oral fluency in Spanish and English (IELTS Band 9)
Investors Group March 2012 - Present
The Home Depot Head Office April 2008 - April 2011
Universal Forum of Cultures 2007 September 2007 - March 2008
Embassy of Mexico in Paris, France May 2007 - August 2007
Tijuana Economic Development Corporation June 2006 - September 2006
Eurocentro Bancomext August 2005 - December 2005
American Chamber of Commerce in Canada (AmCham Canada) A member of the United States Chamber July 2005 - August 2005
Embassy of Mexico, Washington, D.C. June 2002 - July 2002
Skills
Project Management, Organizational..., Change Management, Business Strategy, International Relations, Performance Management, Risk Management, Team Leadership, Team Building, Strategic Planning, Coaching, Negotiation, Leadership, Management, Training
Education
Humber School of Applied Technology 2011 — 2011
Postgraduate Certificate, Project Management
Tecnológico de Monterrey 2001 — 2005
B.A., International Relations
Institut d'Etudes politiques de Toulouse 2003 — 2004
University Exchange Program, Certificat d'Etudes Politiques
Written and conversational proficiency in French (TEF Niveau 5)
Written and oral fluency in Spanish and English (IELTS Band 9)
Neil de Ridder's Investors Group Experience June 1987 - August 1989
Job Director, Information Technology
Industry Information Technology and Services
Experience
Inter Pipeline September 2009 - Present
Three Sixty Systems Consulting Inc. February 2007 - August 2009
Provident Energy Ltd. March 2007 - May 2009
Sierra Systems Group March 2004 - January 2007
Online Business Systems February 1995 - March 2004
LGS Group Inc. (an IBM Company) August 1989 - February 1995
Investors Group June 1987 - August 1989
Skills
Business Process, Software Project..., IT Strategy, IT Management, Volleyball, Integration, Systems Analysis, Information Technology, Requirements Analysis, Enterprise Architecture, SharePoint, Business Process..., SDLC, ITIL, Business Intelligence, Business Process Design, Software Development, Business Analysis, Project Delivery, Database Design
Education
The University of Winnipeg 1983 — 1987
Bachelor of Arts, Business Computing
Springfield Collegiate 1980 — 1983
Inter Pipeline September 2009 - Present
Three Sixty Systems Consulting Inc. February 2007 - August 2009
Provident Energy Ltd. March 2007 - May 2009
Sierra Systems Group March 2004 - January 2007
Online Business Systems February 1995 - March 2004
LGS Group Inc. (an IBM Company) August 1989 - February 1995
Investors Group June 1987 - August 1989
Skills
Business Process, Software Project..., IT Strategy, IT Management, Volleyball, Integration, Systems Analysis, Information Technology, Requirements Analysis, Enterprise Architecture, SharePoint, Business Process..., SDLC, ITIL, Business Intelligence, Business Process Design, Software Development, Business Analysis, Project Delivery, Database Design
Education
The University of Winnipeg 1983 — 1987
Bachelor of Arts, Business Computing
Springfield Collegiate 1980 — 1983
Guy Pace's Investors Group Experience March 2008 - February 2014
Job VP Retail Sales at Gross Securities Corp.
Industry Investment Management
Experience
Gross Securities Corp. February 2014 - Present
Investors Group March 2008 - February 2014
Parkway21 Consulting January 2005 - June 2008
Travelex Commercial FX January 2006 - December 2006
Greenfield Foreign Exchange June 2005 - December 2005
Parkway Consulting June 2002 - December 2004
RBC Capital Markets April 1987 - March 2002
Bank of America, Canada May 1982 - February 1987
Skills
FX, Risk, Hedging, Financial Planning, Trading, Analysis, Options, Portfolio Management, Financial Analysis, Wealth Management, Fixed Income, Strategic Planning, Investments, FX Options
Education
PHLX Foreign Currency Options Course
CSI: Canadian Securities Course
CSI: Conduct and Practices Handbook Course
CSI: Partners, Directors and Senior Officers Course
Seneca College of Applied Arts and Technology
Gross Securities Corp. February 2014 - Present
Investors Group March 2008 - February 2014
Parkway21 Consulting January 2005 - June 2008
Travelex Commercial FX January 2006 - December 2006
Greenfield Foreign Exchange June 2005 - December 2005
Parkway Consulting June 2002 - December 2004
RBC Capital Markets April 1987 - March 2002
Bank of America, Canada May 1982 - February 1987
Skills
FX, Risk, Hedging, Financial Planning, Trading, Analysis, Options, Portfolio Management, Financial Analysis, Wealth Management, Fixed Income, Strategic Planning, Investments, FX Options
Education
PHLX Foreign Currency Options Course
CSI: Canadian Securities Course
CSI: Conduct and Practices Handbook Course
CSI: Partners, Directors and Senior Officers Course
Seneca College of Applied Arts and Technology
Zuri Scrivens's Investors Group Experience May 2014 - September 2014
Job President & CoFounder at Langley Forest School
Industry Internet
Experience
Langley Forest School August 2014 - Present
12 Little Things October 2013 - Present
Zadin Design April 2007 - Present
Investors Group May 2014 - September 2014
Simon Fraser University Rugby Club 1995 - 2011
Invoke Media September 2007 - January 2010
Car Rental Express 2000 - 2008
The Art Institute of Vancouver 2005 - 2007
Skills
Web Design, WordPress, Adobe Creative Suite, CSS, HTML, Start-ups, Front-end, Posters, Interaction Design, User Experience, User Interface Design, HTML 5, Information Architecture, jQuery, Graphic Design
Education
Art Institute of Vancouver 2005 — 2007
Diploma, Interactive Media Design
York House School 1984 — 1995
Simon Fraser University
Simon Fraser University
Langley Forest School August 2014 - Present
12 Little Things October 2013 - Present
Zadin Design April 2007 - Present
Investors Group May 2014 - September 2014
Simon Fraser University Rugby Club 1995 - 2011
Invoke Media September 2007 - January 2010
Car Rental Express 2000 - 2008
The Art Institute of Vancouver 2005 - 2007
Skills
Web Design, WordPress, Adobe Creative Suite, CSS, HTML, Start-ups, Front-end, Posters, Interaction Design, User Experience, User Interface Design, HTML 5, Information Architecture, jQuery, Graphic Design
Education
Art Institute of Vancouver 2005 — 2007
Diploma, Interactive Media Design
York House School 1984 — 1995
Simon Fraser University
Simon Fraser University
Lanteigne, Michael's Investors Group Experience December 2006 - Present
Job Financial Consultant at Investors Group
Industry Financial Services
Experience
Investors Group December 2006 - Present
Education
Trent University 1975 — 1979
Investors Group December 2006 - Present
Education
Trent University 1975 — 1979
Lesley Walters-Sagher's Investors Group Experience February 2015 - Present
Job Manager, Compliance at Investors Group
Industry Financial Services
Experience
Investors Group February 2015 - Present
National Bank Financial November 2011 - February 2015
Wellington West Capital Inc. March 2003 - 2011
BMO Nesbitt Burns July 2001 - March 2003
RBC Dominion Securities (previously Richardson Greenshields) June 1982 - July 2001
Skills
Microsoft Office, AML, Financial Services, Wealth Management, Asset Management, Portfolio Management, Investment Advisory, Securities, Mutual Funds, Leadership, Investments, Strategic Financial..., Investment Strategies, Banking, Financial Advisory, Investment Management, Equities, Retirement Planning, Fixed Income, Financial Planning, Options, Capital Markets, Bonds, Risk Management, Alternative Investments
Education
The University of Winnipeg 1984 — 1989
Canadian Securities Institute
Partners, Directors, Officer (PDO)
Canadian Securities Institute
Trader Training
Canadian Securities Institute
Branch Manager Course
Canadian Securities Institute
Options Supervisor
Canadian Securities Institute
Professional Financial Planning Course (PFPC)
Canadian Securities Institute
Registered Representative Examination (RR)
Canadian Securities Institute
Canadian Securities Course (CSC)
Investors Group February 2015 - Present
National Bank Financial November 2011 - February 2015
Wellington West Capital Inc. March 2003 - 2011
BMO Nesbitt Burns July 2001 - March 2003
RBC Dominion Securities (previously Richardson Greenshields) June 1982 - July 2001
Skills
Microsoft Office, AML, Financial Services, Wealth Management, Asset Management, Portfolio Management, Investment Advisory, Securities, Mutual Funds, Leadership, Investments, Strategic Financial..., Investment Strategies, Banking, Financial Advisory, Investment Management, Equities, Retirement Planning, Fixed Income, Financial Planning, Options, Capital Markets, Bonds, Risk Management, Alternative Investments
Education
The University of Winnipeg 1984 — 1989
Canadian Securities Institute
Partners, Directors, Officer (PDO)
Canadian Securities Institute
Trader Training
Canadian Securities Institute
Branch Manager Course
Canadian Securities Institute
Options Supervisor
Canadian Securities Institute
Professional Financial Planning Course (PFPC)
Canadian Securities Institute
Registered Representative Examination (RR)
Canadian Securities Institute
Canadian Securities Course (CSC)
Daryl Purdy, MBA, CAIA's Investors Group Experience June 2001 - March 2002
Job Vice President Castle Hall Alternatives
Industry Investment Management
Experience
Castle Hall Alternatives May 2015 - Present
Spartan Fund Management February 2015 - May 2015
KCS Fund Strategies Inc. March 2006 - August 2014
KCS Fund Strategies Inc. January 2005 - February 2006
SIAS Fund (SFU Endowment) September 2003 - December 2004
Scotia Private Client Group May 2004 - August 2004
IQON Financial Management Inc. March 2002 - November 2002
Investors Group June 2001 - March 2002
Investors Group August 1998 - June 2001
Investors Group April 1995 - August 1998
Skills
Alternative Investments, Due Diligence, Portfolio Construction, Investments, Asset Management, Asset Allocation, Portfolio Management, Wealth Management, Risk Management, Hedge Funds, CTA, Global Macro, Managed Futures, Long/Short Equity, Market Neutral, Event Driven, Fixed Income, Convertible Arbitrage, Multi-Strategy, Private Equity, Infrastructure, Real Estate, Investment Strategies, Investment Advisory, Investment Management, Relationship Management, Investor Relations, Investment Sales, Business Development, Product Development, Consulting, Strategic Planning, Business Analysis, Financial Modeling, Strategic Financial..., Retirement Planning, Estate Planning, Mergers & Acquisitions, Mutual Funds, Equities, Derivatives, Business Strategy, Securities, Investment Banking, Financial Services, Trading, Capital Markets, Corporate Finance, Insurance
Education
Simon Fraser University 2003 — 2004
MBA, Global Asset and Wealth Management, Finance
University of Waterloo 1989 — 1994
Bachelor of Math (B. Math, Honours - Business Administration), Mathematics, Business Admin, Information Systems
Lindsay Collegiate and Vocational Institute (LCVI) 1984 — 1989
Secondary School Diploma
Castle Hall Alternatives May 2015 - Present
Spartan Fund Management February 2015 - May 2015
KCS Fund Strategies Inc. March 2006 - August 2014
KCS Fund Strategies Inc. January 2005 - February 2006
SIAS Fund (SFU Endowment) September 2003 - December 2004
Scotia Private Client Group May 2004 - August 2004
IQON Financial Management Inc. March 2002 - November 2002
Investors Group June 2001 - March 2002
Investors Group August 1998 - June 2001
Investors Group April 1995 - August 1998
Skills
Alternative Investments, Due Diligence, Portfolio Construction, Investments, Asset Management, Asset Allocation, Portfolio Management, Wealth Management, Risk Management, Hedge Funds, CTA, Global Macro, Managed Futures, Long/Short Equity, Market Neutral, Event Driven, Fixed Income, Convertible Arbitrage, Multi-Strategy, Private Equity, Infrastructure, Real Estate, Investment Strategies, Investment Advisory, Investment Management, Relationship Management, Investor Relations, Investment Sales, Business Development, Product Development, Consulting, Strategic Planning, Business Analysis, Financial Modeling, Strategic Financial..., Retirement Planning, Estate Planning, Mergers & Acquisitions, Mutual Funds, Equities, Derivatives, Business Strategy, Securities, Investment Banking, Financial Services, Trading, Capital Markets, Corporate Finance, Insurance
Education
Simon Fraser University 2003 — 2004
MBA, Global Asset and Wealth Management, Finance
University of Waterloo 1989 — 1994
Bachelor of Math (B. Math, Honours - Business Administration), Mathematics, Business Admin, Information Systems
Lindsay Collegiate and Vocational Institute (LCVI) 1984 — 1989
Secondary School Diploma
Tim Kendall, CFA's Investors Group Experience November 2007 - Present
Job Finance/Technology Dual Threat ➜ Investment Performance Oversight ● Risk Management ● Oracle SQL Design ● Excel Guru
Industry Financial Services
Experience
Investors Group November 2007 - Present
Investors Group May 2001 - October 2007
Skills
Investment Performance..., Investment Risk..., Oracle SQL Development, Oracle PL/SQL, Database Administration, Database Design, Visual Basic, Microsoft Access, Data Analysis, Microsoft Excel, Data Mining, Data Management, Investment Policy..., Process Automation, Bloomberg, Morningstar Direct, Business Process..., Project Management, Financial Reporting, Financial Analysis, Financial Modeling, Financial Forecasting, Department Budgeting, Risk Management
Education
The University of Winnipeg 1997 — 2001
B.A., Business Administration
Murdoch MacKay Collegiate 1993 — 1997
Investors Group November 2007 - Present
Investors Group May 2001 - October 2007
Skills
Investment Performance..., Investment Risk..., Oracle SQL Development, Oracle PL/SQL, Database Administration, Database Design, Visual Basic, Microsoft Access, Data Analysis, Microsoft Excel, Data Mining, Data Management, Investment Policy..., Process Automation, Bloomberg, Morningstar Direct, Business Process..., Project Management, Financial Reporting, Financial Analysis, Financial Modeling, Financial Forecasting, Department Budgeting, Risk Management
Education
The University of Winnipeg 1997 — 2001
B.A., Business Administration
Murdoch MacKay Collegiate 1993 — 1997
Renat Samitov's Investors Group Experience May 2008 - January 2009
Job Senior Fund Accountant at CIBC Mellon
Industry Financial Services
Experience
CIBC Mellon July 2013 - Present
Canadian Air and Space Museum May 2009 - Present
CIBC Mellon March 2011 - July 2013
Investors Group May 2008 - January 2009
Canadian Air & Space Museum June 2007 - January 2008
Skills
Data Analysis
Education
CFA Institute 2009 — 2011
CFA, Chartered Financial Analyst
Canadian Securities Institute 2009 — 2009
Canadian Securities Course
Ryerson University 2008 — 2009
Certificate, Certificate of Proficiency in French
Ryerson University 2004 — 2008
BA, International Economics and Finance
CGA
Certified General Accountant (CGA), Accounting
CIBC Mellon July 2013 - Present
Canadian Air and Space Museum May 2009 - Present
CIBC Mellon March 2011 - July 2013
Investors Group May 2008 - January 2009
Canadian Air & Space Museum June 2007 - January 2008
Skills
Data Analysis
Education
CFA Institute 2009 — 2011
CFA, Chartered Financial Analyst
Canadian Securities Institute 2009 — 2009
Canadian Securities Course
Ryerson University 2008 — 2009
Certificate, Certificate of Proficiency in French
Ryerson University 2004 — 2008
BA, International Economics and Finance
CGA
Certified General Accountant (CGA), Accounting
Craig Fleming's Investors Group Experience October 1997 - December 2000
Job Tax Specialist, Oxford Properties Group
Industry Real Estate
Experience
Oxford Properties Group February 2001 - Present
Wine Judges of Canada May 2005 - Present
Ontario Wine Society, Toronto Chapter February 2010 - July 2012
Investors Group October 1997 - December 2000
Bramalea Corporation (formerly known as Bramalea Limited) January 1984 - April 1995
Skills
Account Reconciliation, Tax, Financial Reporting, Accounting, Auditing, Income Tax, Finance, General Ledger, Financial Accounting, Wine Tasting, Wine, Budgets, Cash Flow Forecasting, Due Diligence, Financial Analysis, Accounts Payable, Journal Entries, Financial Modeling, Real Estate, Analysis, Leadership
Education
IWEG (Wine and Spirit Education Trust) 2003 — 2008
Advanced Certificate, Wines and Spirits
Ryerson University 1995 — 1996
Bachelor of Business Management, Accounting/Finance
Ryerson 1975 — 1978
Diploma, Business Admin, Accounting/Finance Major)
O'Neill Collegiate and Vocational Institute, Oshawa 1973 — 1975
Grade 13 Diploma, Hgh School
Grantham High School, St. Catharines 1970 — 1973
High School
Oxford Properties Group February 2001 - Present
Wine Judges of Canada May 2005 - Present
Ontario Wine Society, Toronto Chapter February 2010 - July 2012
Investors Group October 1997 - December 2000
Bramalea Corporation (formerly known as Bramalea Limited) January 1984 - April 1995
Skills
Account Reconciliation, Tax, Financial Reporting, Accounting, Auditing, Income Tax, Finance, General Ledger, Financial Accounting, Wine Tasting, Wine, Budgets, Cash Flow Forecasting, Due Diligence, Financial Analysis, Accounts Payable, Journal Entries, Financial Modeling, Real Estate, Analysis, Leadership
Education
IWEG (Wine and Spirit Education Trust) 2003 — 2008
Advanced Certificate, Wines and Spirits
Ryerson University 1995 — 1996
Bachelor of Business Management, Accounting/Finance
Ryerson 1975 — 1978
Diploma, Business Admin, Accounting/Finance Major)
O'Neill Collegiate and Vocational Institute, Oshawa 1973 — 1975
Grade 13 Diploma, Hgh School
Grantham High School, St. Catharines 1970 — 1973
High School
Dave Nickle's Investors Group Experience March 1996 - May 2000
Job Certified Financial Planner
Industry Financial Services
Experience
Global Maxfin Investments Inc. November 2009 - Present
Generation Financial Services May 2000 - November 2009
Investors Group March 1996 - May 2000
Skills
Retirement Planning, Wealth Management, Investment Advisory, Strategic Financial..., Investments, Mutual Funds, Estate Planning, Financial Advisory, Retirement, Portfolio Management, Financial Planners, Insurance, Income Protection, Asset Managment, Wealth Accumulation, Wealth, Pensions, Equities, Finance, Financial Planning
Education
The University of Lethbridge 1990 — 1994
B.A, Psychology
Global Maxfin Investments Inc. November 2009 - Present
Generation Financial Services May 2000 - November 2009
Investors Group March 1996 - May 2000
Skills
Retirement Planning, Wealth Management, Investment Advisory, Strategic Financial..., Investments, Mutual Funds, Estate Planning, Financial Advisory, Retirement, Portfolio Management, Financial Planners, Insurance, Income Protection, Asset Managment, Wealth Accumulation, Wealth, Pensions, Equities, Finance, Financial Planning
Education
The University of Lethbridge 1990 — 1994
B.A, Psychology
Alky Ndzila's Investors Group Experience March 2008 - Present
Job Financial Advisor at Investors Group
Industry Financial Services
Experience
Investors group March 2008 - Present
Education
2003 — 2007
BAC, Mathematique et Economie
Investors group March 2008 - Present
Education
2003 — 2007
BAC, Mathematique et Economie
Sandy Shao's Investors Group Experience August 2007 - Present
Job Financial Consultant at Investors Group
Industry Financial Services
Experience
Investors Group August 2007 - Present
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Insurance, Financial Analysis, Risk Management, Segregated Funds, Retirement Savings, Critical Illness, Financial Planners, Retirement, Wealth Accumulation
Education
Saint Mary's University 2002 — 2004
Master of Finance, Finance
Investors Group August 2007 - Present
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Insurance, Financial Analysis, Risk Management, Segregated Funds, Retirement Savings, Critical Illness, Financial Planners, Retirement, Wealth Accumulation
Education
Saint Mary's University 2002 — 2004
Master of Finance, Finance
Gina Aiello's Investors Group Experience MarketingInvestors GroupJanuary 1994 - Present
Job Marketing at Investors Group South
Industry Financial Services
Experience
Investors Group MarketingInvestors GroupJanuary 1994 - Present
Investors Group 1994 - 2009
Education
The University of Winnipeg 1987 — 2004
HR Management, Business Admin & Human Resources and CACE
Investors Group MarketingInvestors GroupJanuary 1994 - Present
Investors Group 1994 - 2009
Education
The University of Winnipeg 1987 — 2004
HR Management, Business Admin & Human Resources and CACE
Beth Kasik's Investors Group Experience June 2000 - Present
Job Professional Certified Financial Planner at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group June 2000 - Present
Interwood Marketing 1988 - 1999
Skills
Financial Planners, Retirement Planning, Wealth Management, Estate Planning, Wealth Accumulation, Investments, Finance, Risk Management, Certified Financial..., Succession Planning, Analysis, Project Management, Financial Goals, Strategic Planning, Financial Planning, Mutual Funds, Insurance
Education
Canadian Securities Institute 2000 — 2003
Financial Management Advisor, Wealth Management
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 1992 — 1996
BAS, Administration
Ryerson University 1984 — 1985
Business Administration
Investors Group June 2000 - Present
Interwood Marketing 1988 - 1999
Skills
Financial Planners, Retirement Planning, Wealth Management, Estate Planning, Wealth Accumulation, Investments, Finance, Risk Management, Certified Financial..., Succession Planning, Analysis, Project Management, Financial Goals, Strategic Planning, Financial Planning, Mutual Funds, Insurance
Education
Canadian Securities Institute 2000 — 2003
Financial Management Advisor, Wealth Management
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies 1992 — 1996
BAS, Administration
Ryerson University 1984 — 1985
Business Administration
Frank Kibler's Investors Group Experience February 2005 - Present
Job Owner at Investors Group
Industry Real Estate
Experience
Investors Group February 2005 - Present
Realty Executives January 1996 - January 2005
Education
Temple University
Bachelor's degree, Mechanical Engineering
Investors Group February 2005 - Present
Realty Executives January 1996 - January 2005
Education
Temple University
Bachelor's degree, Mechanical Engineering
Dino Comegna's Investors Group Experience July 1999 - October 2008
Job Engage Owners and Executives with comprehensive Wealth Mangagement Solutions
Industry Financial Services
Experience
Corporate Benefit Analysts 2008 - Present
Investors Group July 1999 - October 2008
Skills
Financial Planning, Investments, Wealth Management, Retirement Planning, Strategic Financial..., Mutual Funds, Investment Strategies, Asset Allocation, Defined Benefit
Education
Sheridan College 1996 — 1999
Business, Finance
Corporate Benefit Analysts 2008 - Present
Investors Group July 1999 - October 2008
Skills
Financial Planning, Investments, Wealth Management, Retirement Planning, Strategic Financial..., Mutual Funds, Investment Strategies, Asset Allocation, Defined Benefit
Education
Sheridan College 1996 — 1999
Business, Finance
Greg Mant's Investors Group Experience June 1994 - March 2000
Job Vector Aerospace, Regional Sales Manager, Eastern United States & Canada
Industry Aviation & Aerospace
Experience
Vector Aerospace, Helicopter Services North America June 2013 - Present
Patlon Aircraft April 2010 - June 2013
Patlon Airctaft & Industries March 2010 - June 2013
Patlon 2010 - June 2012
ADT Security Services July 2009 - October 2010
David Clark Company January 2005 - March 2009
Aviall March 2000 - January 2005
Investors Group June 1994 - March 2000
Skills
Cold Calling, New Business Development, Direct Sales, Sales Management, Aviation, Strategic Planning, Account Management, Negotiation, Contract Negotiation, Aerospace, Solution Selling, Product Management, Sales, CRM, Management, Marketing Strategy, Marketing, Product Development, Inventory Management, Leadership, Program Management, Sales Operations, Team Leadership, Product Marketing
Education
Université de Montréal 1994 — 1994
Investment Funds Institute of Canada License, Finance
Vector Aerospace, Helicopter Services North America June 2013 - Present
Patlon Aircraft April 2010 - June 2013
Patlon Airctaft & Industries March 2010 - June 2013
Patlon 2010 - June 2012
ADT Security Services July 2009 - October 2010
David Clark Company January 2005 - March 2009
Aviall March 2000 - January 2005
Investors Group June 1994 - March 2000
Skills
Cold Calling, New Business Development, Direct Sales, Sales Management, Aviation, Strategic Planning, Account Management, Negotiation, Contract Negotiation, Aerospace, Solution Selling, Product Management, Sales, CRM, Management, Marketing Strategy, Marketing, Product Development, Inventory Management, Leadership, Program Management, Sales Operations, Team Leadership, Product Marketing
Education
Université de Montréal 1994 — 1994
Investment Funds Institute of Canada License, Finance
Doug Pelland's Investors Group Experience April 1986 - December 1988
Job Director, Information Technology at MTS
Industry Telecommunications
Experience
MTS Allstream February 2002 - Present
Open Market February 2001 - February 2002
Open Market/Divine 2001 - 2002
Software AG February 1995 - February 2001
Shell Canada December 1988 - January 1995
Investors Group April 1986 - December 1988
Skills
Integration, Solution Architecture, Cloud Computing, IT Management, Solution Management, Leadership, Systems Analysis, Solution Selling, Executive-Level..., Account Management, Vendor Management, Operation Efficiencies, SAP, Directing Teams, Program Management, Employee Engagement, Motivation, Telecommunications, Services Delivery, Maintaining Strong..., Channel Sales, Partner Management, Management Consulting, Coaching, Mathematics, Preparing Business Cases, Presentations, Business Analysis, SaaS, Management, IT Service Management, Business Process, Managed Services, Disaster Recovery, ITIL, Business Intelligence, VoIP, Unified Communications, Enterprise Architecture, PMP, IT Strategy, Enterprise Software
Education
The University of Winnipeg 1982 — 1986
B.Sc (4yr), Business Computing
MTS Allstream February 2002 - Present
Open Market February 2001 - February 2002
Open Market/Divine 2001 - 2002
Software AG February 1995 - February 2001
Shell Canada December 1988 - January 1995
Investors Group April 1986 - December 1988
Skills
Integration, Solution Architecture, Cloud Computing, IT Management, Solution Management, Leadership, Systems Analysis, Solution Selling, Executive-Level..., Account Management, Vendor Management, Operation Efficiencies, SAP, Directing Teams, Program Management, Employee Engagement, Motivation, Telecommunications, Services Delivery, Maintaining Strong..., Channel Sales, Partner Management, Management Consulting, Coaching, Mathematics, Preparing Business Cases, Presentations, Business Analysis, SaaS, Management, IT Service Management, Business Process, Managed Services, Disaster Recovery, ITIL, Business Intelligence, VoIP, Unified Communications, Enterprise Architecture, PMP, IT Strategy, Enterprise Software
Education
The University of Winnipeg 1982 — 1986
B.Sc (4yr), Business Computing
Chris Liba's Investors Group Experience January 2014 - Present
Job Manager, Application Delivery SAP at Investors Group
Industry Computer Software
Experience
Investors Group January 2014 - Present
Investors Group July 2013 - Present
Investors Group Financial Services Inc. February 2011 - June 2013
Doncar Systems March 2002 - February 2011
Skills
Team Building &..., Budgeting & Cost..., Information & Strategic..., Functional..., Process Re-Engineering, Client Needs Assessment, Project Management, Integration, Team Leadership, Business Analysis, Software Project..., Strategic Planning, SQL, Technology Needs..., Systems Analysis, Business Process..., Functional..., Budgets, Requirements Analysis, Architecture, Quality Assurance, SDLC, MS Project, Software Development, Web Applications, Software Documentation, Business Process..., Requirements Gathering, Risk Management, Enterprise Architecture, Analysis, Leadership, Project Portfolio..., Process Improvement, Performance Management, Business Process, Business Development, Business Intelligence, Training
Education
Leadership Winnipeg 2011 — 2012
Certificate, Leadership
CDI College 1999 — 2000
Computer Programming
The University of Winnipeg 1990 — 1995
BA, Accounting
Investors Group January 2014 - Present
Investors Group July 2013 - Present
Investors Group Financial Services Inc. February 2011 - June 2013
Doncar Systems March 2002 - February 2011
Skills
Team Building &..., Budgeting & Cost..., Information & Strategic..., Functional..., Process Re-Engineering, Client Needs Assessment, Project Management, Integration, Team Leadership, Business Analysis, Software Project..., Strategic Planning, SQL, Technology Needs..., Systems Analysis, Business Process..., Functional..., Budgets, Requirements Analysis, Architecture, Quality Assurance, SDLC, MS Project, Software Development, Web Applications, Software Documentation, Business Process..., Requirements Gathering, Risk Management, Enterprise Architecture, Analysis, Leadership, Project Portfolio..., Process Improvement, Performance Management, Business Process, Business Development, Business Intelligence, Training
Education
Leadership Winnipeg 2011 — 2012
Certificate, Leadership
CDI College 1999 — 2000
Computer Programming
The University of Winnipeg 1990 — 1995
BA, Accounting
Peter Meng's Investors Group Experience October 2010 - June 2013
Job MBA, Fund Investment Advisor and Financial Security Advisor
Industry Financial Services
Experience
Desjardins Financial Security Investment July 2013 - Present
Victoria College May 2013 - Present
Trade Spring Inc. June 2006 - November 2014
Investors Group October 2010 - June 2013
Kiron Ltd April 2008 - May 2013
Power Pacific Company June 1994 - September 1999
Skills
Security Investment..., Trading Buisiness..., Trading Stategies, Risk Management, VAR Excel Calculation, Super Excel Skills, Mathematic Finance...
Education
Sheffield Hallam University 1999 — 2001
Master of Business Administration (MBA), Risk Management
Investment Funds Institue of Canada 2011 — 2011
IFIC, Investments and Securities
CFA Institute
Financial Analysis
Desjardins Financial Security Investment July 2013 - Present
Victoria College May 2013 - Present
Trade Spring Inc. June 2006 - November 2014
Investors Group October 2010 - June 2013
Kiron Ltd April 2008 - May 2013
Power Pacific Company June 1994 - September 1999
Skills
Security Investment..., Trading Buisiness..., Trading Stategies, Risk Management, VAR Excel Calculation, Super Excel Skills, Mathematic Finance...
Education
Sheffield Hallam University 1999 — 2001
Master of Business Administration (MBA), Risk Management
Investment Funds Institue of Canada 2011 — 2011
IFIC, Investments and Securities
CFA Institute
Financial Analysis
Evelyn Michor's Investors Group Experience 1994 - 1995
Job Sales & Marketing Professional
Industry Marketing and Advertising
Experience
Yellow Pages Group / Groupe Pages Jaunes – Canada January 2013 - January 2015
Canpages 2003 - 2012
Posicom / Metronet / AT&T 1998 - 2002
CLCIC 1996 - 1997
Investors Group 1994 - 1995
TELUS 1992 - 1994
Skills
Advertising Sales, SEM, Online Advertising, Digital Media, Media Planning, New Media, Advertising, Google Adwords, Mobile Marketing, Social Media Marketing, Online Marketing, Multimedia, Social Media, SEO, Local Search, Video, Mobile, Consultative Selling, Account Management, Brand Awareness, Sales Presentations, Google Analytics, Telecommunications, Selling, B2B, Lead Generation, Cold Calling, Sales, Digital Marketing, PPC, Sales Process, Marketing Strategy, Marketing, Salesforce.com, Web Analytics, Mobile Advertising, Digital Strategy, Direct Marketing, B2B Marketing, Social Networking, CRM, Customer Retention, Facebook, Marketing Communications, Mobile Devices, Sales Management, New Business Development, Sales Operations, Customer Acquisition, Management
Education
Southern Alberta Institute of Technology 1992 — 1994
telecom, telecommunications
Springbank High School
Yellow Pages Group / Groupe Pages Jaunes – Canada January 2013 - January 2015
Canpages 2003 - 2012
Posicom / Metronet / AT&T 1998 - 2002
CLCIC 1996 - 1997
Investors Group 1994 - 1995
TELUS 1992 - 1994
Skills
Advertising Sales, SEM, Online Advertising, Digital Media, Media Planning, New Media, Advertising, Google Adwords, Mobile Marketing, Social Media Marketing, Online Marketing, Multimedia, Social Media, SEO, Local Search, Video, Mobile, Consultative Selling, Account Management, Brand Awareness, Sales Presentations, Google Analytics, Telecommunications, Selling, B2B, Lead Generation, Cold Calling, Sales, Digital Marketing, PPC, Sales Process, Marketing Strategy, Marketing, Salesforce.com, Web Analytics, Mobile Advertising, Digital Strategy, Direct Marketing, B2B Marketing, Social Networking, CRM, Customer Retention, Facebook, Marketing Communications, Mobile Devices, Sales Management, New Business Development, Sales Operations, Customer Acquisition, Management
Education
Southern Alberta Institute of Technology 1992 — 1994
telecom, telecommunications
Springbank High School
Daniel Whitby, CA's Investors Group Experience August 2012 - November 2013
Job Senior Consultant at M&Co Chartered Accountants
Industry Financial Services
Experience
M&Co Chartered Accountants November 2013 - Present
Investors Group August 2012 - November 2013
Ierfino & Associates Chartered Accountants September 2010 - July 2012
Soberman LLP 2008 - 2010
Skills
Holistic Financial..., Estate Tax Planning, Life Insurance, Investment Advisory, Investment Strategies, Disability Insurance, Residential Mortgages, Corporate Tax Planning, Personal Tax Planning, Financial Accounting, Financial Forecasting
Education
Ryerson University 2004 — 2008
Bachelor of Commerce (B.Com.), Accounting
Richmond Hill High School
M&Co Chartered Accountants November 2013 - Present
Investors Group August 2012 - November 2013
Ierfino & Associates Chartered Accountants September 2010 - July 2012
Soberman LLP 2008 - 2010
Skills
Holistic Financial..., Estate Tax Planning, Life Insurance, Investment Advisory, Investment Strategies, Disability Insurance, Residential Mortgages, Corporate Tax Planning, Personal Tax Planning, Financial Accounting, Financial Forecasting
Education
Ryerson University 2004 — 2008
Bachelor of Commerce (B.Com.), Accounting
Richmond Hill High School
Ted Dash's Investors Group Experience August 2014 - Present
Job Consultant at Investors Group
Industry Furniture
Experience
Investors Group August 2014 - Present
Alden Parkes November 2007 - June 2014
Education
State University of New York College at Plattsburgh 1978 — 1981
BA, Communication
Investors Group August 2014 - Present
Alden Parkes November 2007 - June 2014
Education
State University of New York College at Plattsburgh 1978 — 1981
BA, Communication
Brian Bolletta's Investors Group Experience July 2011 - October 2012
Job Experiences Computer technologist
Industry Computer Hardware
Experience
Dependable HomeTech November 2012 - February 2013
Investors Group July 2011 - October 2012
Flextronics June 2009 - August 2009
Skills
Information Technology, Microsoft Office, A+ Certified, Computer Hardware, Computer Security, Computer Software, Windows XP Pro, Windows Vista, Windows 7, Unix, .NET, Linux, Wireless Networking, HTML, Web Design
Education
Sheridan College
St. Joseph's Catholic Secondary School
Dependable HomeTech November 2012 - February 2013
Investors Group July 2011 - October 2012
Flextronics June 2009 - August 2009
Skills
Information Technology, Microsoft Office, A+ Certified, Computer Hardware, Computer Security, Computer Software, Windows XP Pro, Windows Vista, Windows 7, Unix, .NET, Linux, Wireless Networking, HTML, Web Design
Education
Sheridan College
St. Joseph's Catholic Secondary School
Mubina Rahim's Investors Group Experience August 2013 - January 2014
Job Staffing Coordinator/Recruiter
Industry Human Resources
Experience
Controllers On Call April 2014 - September 2014
Investors Group August 2013 - January 2014
Royal Bank of Canada 2004 - 2005
Fujitsu Canada 1999 - 2003
Skills
Recruitment, Selection, Interviews, Human Resources, Campus Recruitment, Screening Resumes, Sourcing, Internet Recruiting, Time Management, Analytical Skills, Teamwork, Interpersonal Skill, Relationship Management, Team Leadership, Research, Presentations, Organizational Skills, Coordination Skills, Analytical thinking, PowerPoint, Microsoft Office, Recruiting, Performance Management, Temporary Placement, Employee Relations, Talent Acquisition
Education
Sheridan College
Human Resource Management Certification
DeVry Institute of Technology
Information Technology Diploma
University of the Punjab
MBA, Marketing
Controllers On Call April 2014 - September 2014
Investors Group August 2013 - January 2014
Royal Bank of Canada 2004 - 2005
Fujitsu Canada 1999 - 2003
Skills
Recruitment, Selection, Interviews, Human Resources, Campus Recruitment, Screening Resumes, Sourcing, Internet Recruiting, Time Management, Analytical Skills, Teamwork, Interpersonal Skill, Relationship Management, Team Leadership, Research, Presentations, Organizational Skills, Coordination Skills, Analytical thinking, PowerPoint, Microsoft Office, Recruiting, Performance Management, Temporary Placement, Employee Relations, Talent Acquisition
Education
Sheridan College
Human Resource Management Certification
DeVry Institute of Technology
Information Technology Diploma
University of the Punjab
MBA, Marketing
Aishah Khaja's Investors Group Experience April 2011 - September 2011
Job Administration Assistant at The Cleaning Company
Industry Human Resources
Experience
The Cleaning Company January 2013 - Present
Mode Originals August 2010 - February 2013
Investors Group April 2011 - September 2011
Z.A.K Maintenance July 2008 - August 2010
Walmart May 2010 - July 2010
Omega Direct Response Inc. August 2007 - July 2008
Skills
Human Resources, Customer Service, Sales, Direct Sales, Organization &..., Human Resource Planning, Highly responsible, Analytical Skills, Interpersonal Skill, Problem Solving, Work in A Fast Paced..., Time Management
Education
Seneca College of Applied Arts and Technology 2009 — 2012
Business Administration- Human Resources, Human Resources Management/Personnel Administration, General, GPA: 3.80 / 4.00
The Cleaning Company January 2013 - Present
Mode Originals August 2010 - February 2013
Investors Group April 2011 - September 2011
Z.A.K Maintenance July 2008 - August 2010
Walmart May 2010 - July 2010
Omega Direct Response Inc. August 2007 - July 2008
Skills
Human Resources, Customer Service, Sales, Direct Sales, Organization &..., Human Resource Planning, Highly responsible, Analytical Skills, Interpersonal Skill, Problem Solving, Work in A Fast Paced..., Time Management
Education
Seneca College of Applied Arts and Technology 2009 — 2012
Business Administration- Human Resources, Human Resources Management/Personnel Administration, General, GPA: 3.80 / 4.00
Rabab Kapasi's Investors Group Experience May 2014 - August 2014
Job Summer Intern at CAA South Central Ontario
Industry Human Resources
Experience
CAA South Central Ontario April 2015 - Present
Investors Group May 2014 - August 2014
Hudson's Bay Company September 2013 - February 2014
Skills
Human Resources, Customer Service, Microsoft Excel, Microsoft Word, Management, PowerPoint, Public Speaking, Research, Leadership, Strategic Planning, Project Management, Time Management, Teamwork, Team Leadership, Team Building, Social Media, Performance Management
Education
Ryerson University 2013 — 2017
Bachelor of Commerce (B.Com.), Human Resources Development
Marc Garneau Collegiate Institute 2009 — 2013
CAA South Central Ontario April 2015 - Present
Investors Group May 2014 - August 2014
Hudson's Bay Company September 2013 - February 2014
Skills
Human Resources, Customer Service, Microsoft Excel, Microsoft Word, Management, PowerPoint, Public Speaking, Research, Leadership, Strategic Planning, Project Management, Time Management, Teamwork, Team Leadership, Team Building, Social Media, Performance Management
Education
Ryerson University 2013 — 2017
Bachelor of Commerce (B.Com.), Human Resources Development
Marc Garneau Collegiate Institute 2009 — 2013
Jeannette Petitti's Investors Group Experience 1994 - Present
Job Region Coordinator at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. March 1994 - Present
Investors Group 1994 - Present
Skills
Operations Management, Events
Education
Wexford Collegiate 1984 — 1988
OSSGD, Honours
Seneca College of Applied Arts and Technology
Business Admin, Honours
Investors Group Financial Services Inc. March 1994 - Present
Investors Group 1994 - Present
Skills
Operations Management, Events
Education
Wexford Collegiate 1984 — 1988
OSSGD, Honours
Seneca College of Applied Arts and Technology
Business Admin, Honours
Melinda Murzello's Investors Group Experience July 2011 - August 2011
Job
Industry Information Technology and Services
Experience
Aeropostale October 2011 - May 2014
McDonald's Canada August 2010 - January 2012
Investors Group July 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Teamwork, Time Management, Retail, Social Media, Windows 7, Sales, Facebook, Troubleshooting, Social Networking, Analysis, Visio
Education
St.Aloysius Gonzaga S.S 2008 — 2012
Ryerson University
Bachelor of Commerce (B.Com.), Information Technology Management
Aeropostale October 2011 - May 2014
McDonald's Canada August 2010 - January 2012
Investors Group July 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Teamwork, Time Management, Retail, Social Media, Windows 7, Sales, Facebook, Troubleshooting, Social Networking, Analysis, Visio
Education
St.Aloysius Gonzaga S.S 2008 — 2012
Ryerson University
Bachelor of Commerce (B.Com.), Information Technology Management
Carl Sorgenfrie's Investors Group Experience May 1992 - October 1995
Job President C & K Sorgenfrie Corp
Industry Health, Wellness and Fitness
Experience
Coming Soon November 2014 - Present
QBE North America January 1998 - March 2015
QBE FIRST 1998 - March 2015
IBM Global Process Services October 1995 - December 1997
Investors Group May 1992 - October 1995
Skills
Databases, SSIS, Data Modeling, SDLC, Data Warehousing, Database Design, T-SQL, ETL, SSRS
Education
The University of Winnipeg 1989 — 1998
Bachelor of Science (BSc), Business Computing
John Taylor
John Taylor
Coming Soon November 2014 - Present
QBE North America January 1998 - March 2015
QBE FIRST 1998 - March 2015
IBM Global Process Services October 1995 - December 1997
Investors Group May 1992 - October 1995
Skills
Databases, SSIS, Data Modeling, SDLC, Data Warehousing, Database Design, T-SQL, ETL, SSRS
Education
The University of Winnipeg 1989 — 1998
Bachelor of Science (BSc), Business Computing
John Taylor
John Taylor
Raymond Zhou's Investors Group Experience July 2013 - October 2013
Job Chief of Finance at SFU Human Resources Students' Association
Industry Marketing and Advertising
Experience
SFU Human Resources Students' Association April 2014 - April 2015
Canada Revenue Agency February 2014 - April 2014
Investors Group July 2013 - October 2013
YOURS Student Association September 2011 - September 2012
SFU Balding for Dollars March 2012 - March 2012
Better Business Bureau of Vancouver June 2010 - August 2010
Skills
Leadership, Training, Management, Employee Training, Sales, Finance, Cash Flow, Office Administration, Accounting, Financial Analysis, Financial Reporting, Time Management
Education
Simon Fraser University
Bachelor of Business Administration (B.B.A.), Marketing, Operations Management, Data Analysis Decision Making
Burnaby North Secondary 2006 — 2011
SFU Human Resources Students' Association April 2014 - April 2015
Canada Revenue Agency February 2014 - April 2014
Investors Group July 2013 - October 2013
YOURS Student Association September 2011 - September 2012
SFU Balding for Dollars March 2012 - March 2012
Better Business Bureau of Vancouver June 2010 - August 2010
Skills
Leadership, Training, Management, Employee Training, Sales, Finance, Cash Flow, Office Administration, Accounting, Financial Analysis, Financial Reporting, Time Management
Education
Simon Fraser University
Bachelor of Business Administration (B.B.A.), Marketing, Operations Management, Data Analysis Decision Making
Burnaby North Secondary 2006 — 2011
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management