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
Amanda Dowbenko Amanda Dowbenko's Investors Group Experience April 2013 - June 2015
Job Change Management Consultant at University of Manitoba
Industry Financial Services
Experience
University of Manitoba June 2015 - Present
Investors Group April 2013 - June 2015
Investors Group April 2008 - April 2013
Skills
Business Analysis, Investments, Financial Analysis, Mortgage Lending, Mutual Funds, Strategic Financial..., Financial Services, Business Planning
Education
Certified Management Accountant 2011 — 2014
CMA, Accounting
Prosci Change Management 2011 — 2012
University of Manitoba 2003 — 2008
Commerce, Finance, Marketing
Canadian Securities Course
Professional Financial Plannter
University of Manitoba June 2015 - Present
Investors Group April 2013 - June 2015
Investors Group April 2008 - April 2013
Skills
Business Analysis, Investments, Financial Analysis, Mortgage Lending, Mutual Funds, Strategic Financial..., Financial Services, Business Planning
Education
Certified Management Accountant 2011 — 2014
CMA, Accounting
Prosci Change Management 2011 — 2012
University of Manitoba 2003 — 2008
Commerce, Finance, Marketing
Canadian Securities Course
Professional Financial Plannter
Allan Telenko Allan Telenko's Investors Group Experience 1999 - 2006
Job Vice President, ETF and Mutual Fund Product Development at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors 2013 - Present
Fidelity Investments 2006 - 2013
Investors Group 1999 - 2006
Investors Group 1997 - 1999
Leo Burnett Toronto 1993 - 1997
Ogilvy & Mather 1992 - 1993
Williams, Moore & Harper 1987 - 1990
Skills
Financial Services, Wealth Management, Mutual Funds, Investments, Asset Allocation, Asset Managment, Retirement
Education
Yale University - Yale School of Management 1990 — 1992
MBA, Business
University of Manitoba - Robson Hall Law School 1983 — 1986
LL B, Law
University of Manitoba 1980 — 1983
BA, Economics
State Street Global Advisors 2013 - Present
Fidelity Investments 2006 - 2013
Investors Group 1999 - 2006
Investors Group 1997 - 1999
Leo Burnett Toronto 1993 - 1997
Ogilvy & Mather 1992 - 1993
Williams, Moore & Harper 1987 - 1990
Skills
Financial Services, Wealth Management, Mutual Funds, Investments, Asset Allocation, Asset Managment, Retirement
Education
Yale University - Yale School of Management 1990 — 1992
MBA, Business
University of Manitoba - Robson Hall Law School 1983 — 1986
LL B, Law
University of Manitoba 1980 — 1983
BA, Economics
Evan Fletcher Evan Fletcher's Investors Group Experience February 2014 - Present
Job Associate Consultant at Investors Group
Industry Financial Services
Experience
Investors Group February 2014 - Present
Investors Group May 2012 - February 2014
City of Pickering, Ont. Can September 2007 - June 2012
Skills
Microsoft Office, Time Management, Teamwork, Microsoft Excel, Customer Service, PowerPoint, Financial Analysis, Social Media, Strategic Planning, Team Leadership, Leadership, Event Management, Marketing, Marketing Strategy, Social Media Marketing
Education
University of Guelph 2008 — 2012
Bachelor of Commerce (B.Com.), Management Economics in Industry & Finance
Investors Group February 2014 - Present
Investors Group May 2012 - February 2014
City of Pickering, Ont. Can September 2007 - June 2012
Skills
Microsoft Office, Time Management, Teamwork, Microsoft Excel, Customer Service, PowerPoint, Financial Analysis, Social Media, Strategic Planning, Team Leadership, Leadership, Event Management, Marketing, Marketing Strategy, Social Media Marketing
Education
University of Guelph 2008 — 2012
Bachelor of Commerce (B.Com.), Management Economics in Industry & Finance
Glenn Marr Glenn Marr's Investors Group Experience February 1989 - Present
Job Executive Financial Consultant at Investors Group
Industry Financial Services
Experience
Investors Group February 1989 - Present
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Risk Management, Investment Planning, Financial Management, Estate Planning, Personal Tax Planning, Business Tax Planning, Education Planning, Financial Advisory, Financial Planning, Portfolio Management, Financial Planners, Mutual Funds, Small Business, Investments, Retirement, Project Management
Education
University of Manitoba 1977 — 1981
Bachelor of Commerce (B.Com.) Honors, Finance and Marketing
Investors Group February 1989 - Present
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Risk Management, Investment Planning, Financial Management, Estate Planning, Personal Tax Planning, Business Tax Planning, Education Planning, Financial Advisory, Financial Planning, Portfolio Management, Financial Planners, Mutual Funds, Small Business, Investments, Retirement, Project Management
Education
University of Manitoba 1977 — 1981
Bachelor of Commerce (B.Com.) Honors, Finance and Marketing
Nazaam Charania Nazaam Charania's Investors Group Experience October 2013 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group October 2013 - Present
Fairmont Hotels & Resorts July 2012 - October 2013
World Partnership Walk Golf 2012 - 2013
Soluçãocar Bosch Car Service June 2011 - February 2012
Guelph Cutten Club January 2009 - June 2010
Days Inn Ottawa West June 2009 - September 2009
Boston Pizza June 2008 - September 2008
Rogers Wireless January 2007 - June 2008
Skills
Windows, Apple Macintosh, MS Office Suite, Marketing Communications, Sales Management, Sales Support, Sales Operations, Supervisory Skills, Event Management, Account Management, Team Building, Team Management, Team Leadership, Leadership Development, Accounting, Owner's Representation, Management, Food & Beverage, Inventory Management, Microsoft Office, Retail, Hotels, Customer Service, Sales
Education
University of Guelph 2008 — 2011
Bachelor of Commerce, Hotel and Food Administration (HAFA)
Ashbury College, Ottawa 1996 — 2005
Ontario Secondary School Diploma
Investors Group October 2013 - Present
Fairmont Hotels & Resorts July 2012 - October 2013
World Partnership Walk Golf 2012 - 2013
Soluçãocar Bosch Car Service June 2011 - February 2012
Guelph Cutten Club January 2009 - June 2010
Days Inn Ottawa West June 2009 - September 2009
Boston Pizza June 2008 - September 2008
Rogers Wireless January 2007 - June 2008
Skills
Windows, Apple Macintosh, MS Office Suite, Marketing Communications, Sales Management, Sales Support, Sales Operations, Supervisory Skills, Event Management, Account Management, Team Building, Team Management, Team Leadership, Leadership Development, Accounting, Owner's Representation, Management, Food & Beverage, Inventory Management, Microsoft Office, Retail, Hotels, Customer Service, Sales
Education
University of Guelph 2008 — 2011
Bachelor of Commerce, Hotel and Food Administration (HAFA)
Ashbury College, Ottawa 1996 — 2005
Ontario Secondary School Diploma
Kyle Martens, CFA Kyle Martens, CFA's Investors Group Experience January 2013 - Present
Job Manager, Capital Management and Investor Relations
Industry Financial Services
Experience
Investors Group January 2013 - Present
Investors Group 2015 - 2015
Investors Group 2015 - 2015
Investors Group Financial Services Inc. June 2010 - January 2013
Skills
Financial Analysis, Financial Modeling, Investments, Mutual Funds, Corporate Finance, Finance, Valuation, Risk Management, Financial Services, Credit Analysis, Financial Reporting
Education
University of Manitoba 2004 — 2009
Commerce, Finance and Marketing
Investors Group January 2013 - Present
Investors Group 2015 - 2015
Investors Group 2015 - 2015
Investors Group Financial Services Inc. June 2010 - January 2013
Skills
Financial Analysis, Financial Modeling, Investments, Mutual Funds, Corporate Finance, Finance, Valuation, Risk Management, Financial Services, Credit Analysis, Financial Reporting
Education
University of Manitoba 2004 — 2009
Commerce, Finance and Marketing
Emilie Priamo Emilie Priamo's Investors Group Experience January 2014 - Present
Job Associate Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group January 2014 - Present
Investors Group April 2013 - January 2014
Education
University of Guelph 2007 — 2012
Bachelor of Commerce (B.Com.), Marketing
Investors Group January 2014 - Present
Investors Group April 2013 - January 2014
Education
University of Guelph 2007 — 2012
Bachelor of Commerce (B.Com.), Marketing
RDSP Ontario RDSP Ontario's Investors Group Experience January 2011 - May 2012
Job Financial Services
Industry Financial Services
Experience
Financial Services July 2012 - Present
March of dimes canada 2012 - 2013
Investors Group January 2011 - May 2012
Skills
Disability Insurance, Long-term Care, Disabilities, Employee Benefits, Insurance, Estate Planning, Rehabilitation, Retirement Planning, Retirement, Healthcare, Volunteer Management, Accident, Small Business, Case Managment, Health Insurance, Social Services, Fundraising, Nonprofits, Coaching, Program Development, Conflict Resolution, Workshop Facilitation, Case Management, Policy, Resume Writing, Community Development, Community Outreach, Leadership, Public Speaking, Leadership Development
Education
University of Guelph 1992 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
Financial Services July 2012 - Present
March of dimes canada 2012 - 2013
Investors Group January 2011 - May 2012
Skills
Disability Insurance, Long-term Care, Disabilities, Employee Benefits, Insurance, Estate Planning, Rehabilitation, Retirement Planning, Retirement, Healthcare, Volunteer Management, Accident, Small Business, Case Managment, Health Insurance, Social Services, Fundraising, Nonprofits, Coaching, Program Development, Conflict Resolution, Workshop Facilitation, Case Management, Policy, Resume Writing, Community Development, Community Outreach, Leadership, Public Speaking, Leadership Development
Education
University of Guelph 1992 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
Jeff Schewe Jeff Schewe's Investors Group Experience August 2003 - Present
Job Division Director Investors Group
Industry Financial Services
Experience
Investors Group August 2003 - Present
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Mutual Funds, Retirement, Investments, Portfolio Management, Asset Managment, Financial Services, Insurance, Investment Strategies, Financial Planners, Wealth, Investment Advisory
Education
University of Manitoba 2000 — 2003
Bachelor of Commerce, Finance
University of Manitoba 1995 — 1999
Bachelor of Science (B.Sc.), General Studies
Investors Group August 2003 - Present
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Mutual Funds, Retirement, Investments, Portfolio Management, Asset Managment, Financial Services, Insurance, Investment Strategies, Financial Planners, Wealth, Investment Advisory
Education
University of Manitoba 2000 — 2003
Bachelor of Commerce, Finance
University of Manitoba 1995 — 1999
Bachelor of Science (B.Sc.), General Studies
David Fox-Revett David Fox-Revett's Investors Group Experience 1994 - 2010
Job Executive Financial Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. 1994 - Present
Investors Group 1994 - 2010
Bank Of Montreal 1985 - 1994
Skills
Financial Planning, Estate Planning, Insurance, Retirement Planning, Insurance Planning, Portfolio Management, Retirement Income..., Financial Planners, Retirement, Investments, Disability Insurance, Investment Strategies, Strategic Financial..., Mutual Funds, Investment Advisory, Finance, Wealth Management, Wealth, Retirement Savings, Financial Advisory, Critical Illness, Segregated Funds, Holistic Financial..., Small Business, Financial Services, Income Protection, Asset Management, Certified Financial..., Fixed Annuities, Long-term Care, Pensions, Savings, Trusts, Wealth Accumulation, High Net Worth..., Personal Finance, Inheritance Tax Planning, Retirement Plan...
Education
Wilfrid Laurier University 1998 — 2000
Diploma, Financial Planning
University of Guelph 1982 — 1985
Bachelor's Degree, Agricultural Business
University of Guelph 1977 — 1979
Diploma, Agriculture
St. John's Cathedral Boys School, Manatoba 1971 — 1973
High School
Investors Group Financial Services Inc. 1994 - Present
Investors Group 1994 - 2010
Bank Of Montreal 1985 - 1994
Skills
Financial Planning, Estate Planning, Insurance, Retirement Planning, Insurance Planning, Portfolio Management, Retirement Income..., Financial Planners, Retirement, Investments, Disability Insurance, Investment Strategies, Strategic Financial..., Mutual Funds, Investment Advisory, Finance, Wealth Management, Wealth, Retirement Savings, Financial Advisory, Critical Illness, Segregated Funds, Holistic Financial..., Small Business, Financial Services, Income Protection, Asset Management, Certified Financial..., Fixed Annuities, Long-term Care, Pensions, Savings, Trusts, Wealth Accumulation, High Net Worth..., Personal Finance, Inheritance Tax Planning, Retirement Plan...
Education
Wilfrid Laurier University 1998 — 2000
Diploma, Financial Planning
University of Guelph 1982 — 1985
Bachelor's Degree, Agricultural Business
University of Guelph 1977 — 1979
Diploma, Agriculture
St. John's Cathedral Boys School, Manatoba 1971 — 1973
High School
Vivian Yau's Investors Group Experience July 2015 - Present
Job Associate Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group July 2015 - Present
Investors Group September 2014 - June 2015
Investors Group May 2014 - August 2014
Y-not gift shop October 2009 - August 2014
DECA U May 2013 - May 2014
AIESEC Canada March 2013 - October 2013
Eddie Chow's Accounting Services June 2013 - August 2013
DECA uOttawa September 2012 - April 2013
AIESEC Canada January 2013 - March 2013
BDO LLP June 2012 - July 2012
Skills
Microsoft Office, Leadership, Time Management, Teamwork, English, Training, Accounting, Cantonese, Sales, Communication, Mandarin, Research, PowerPoint, Microsoft Excel, Organization, Customer Service, Strategic Planning, Microsoft Applications, Salesforce.com, Microsoft Word, Visual Arts, Piano, AutoCAD, Personal Financial..., Custom, Customer Relations, Finance, Investments, Sales Management
Education
University of Ottawa / Université d'Ottawa 2011 — 2015
Honours Bachelor of Commerce, Finance
Investors Group July 2015 - Present
Investors Group September 2014 - June 2015
Investors Group May 2014 - August 2014
Y-not gift shop October 2009 - August 2014
DECA U May 2013 - May 2014
AIESEC Canada March 2013 - October 2013
Eddie Chow's Accounting Services June 2013 - August 2013
DECA uOttawa September 2012 - April 2013
AIESEC Canada January 2013 - March 2013
BDO LLP June 2012 - July 2012
Skills
Microsoft Office, Leadership, Time Management, Teamwork, English, Training, Accounting, Cantonese, Sales, Communication, Mandarin, Research, PowerPoint, Microsoft Excel, Organization, Customer Service, Strategic Planning, Microsoft Applications, Salesforce.com, Microsoft Word, Visual Arts, Piano, AutoCAD, Personal Financial..., Custom, Customer Relations, Finance, Investments, Sales Management
Education
University of Ottawa / Université d'Ottawa 2011 — 2015
Honours Bachelor of Commerce, Finance
Alan Crosbie Alan Crosbie's Investors Group Experience March 2013 - Present
Job Manager at Investors Group
Industry Financial Services
Experience
Investors Group March 2013 - Present
Investors Group October 2008 - March 2013
Grant Thornton LLP September 2004 - October 2008
RBC Royal Bank May 2001 - April 2004
Skills
Financial Reporting, Accounting, Internal Controls, Audit, IFRS, Financial Accounting, Auditing, Excel, Microsoft Office, PowerPoint, Financial Analysis, Financial Modeling, Strategic Financial..., Corporate Tax, Assurance, Tax, Microsoft Excel, Financial Planning, Finance
Education
Chartered Accountant School of Business 2004 — 2007
CA Designation, Accounting
University of Manitoba 1999 — 2004
B. Comm, Accounting
Investors Group March 2013 - Present
Investors Group October 2008 - March 2013
Grant Thornton LLP September 2004 - October 2008
RBC Royal Bank May 2001 - April 2004
Skills
Financial Reporting, Accounting, Internal Controls, Audit, IFRS, Financial Accounting, Auditing, Excel, Microsoft Office, PowerPoint, Financial Analysis, Financial Modeling, Strategic Financial..., Corporate Tax, Assurance, Tax, Microsoft Excel, Financial Planning, Finance
Education
Chartered Accountant School of Business 2004 — 2007
CA Designation, Accounting
University of Manitoba 1999 — 2004
B. Comm, Accounting
Yaw Perbi, MD's Investors Group Experience January 2011 - April 2013
Job L.I.F.E. Coach (Leadership.Investment.Fitness.Ethics)
Industry Human Resources
Experience
International Student Ministries Canada May 2013 - Present
The HuD Group August 2009 - Present
Investors Group January 2011 - April 2013
World Financial Group February 2010 - December 2010
United Nations Operation in Cote d'Ivoire (UNOCI) June 2008 - June 2009
Skills
Public Speaking, Medicine, Strategic Financial..., Investments, Financial Analysis, Financial Services, Personnel Management, Insurance, Finance, People Skills, Strategic Planning, Research, Data Analysis, Leadership, Analysis, Corporate Finance, Leadership Development, Business Strategy, Public Health, Teamwork, Risk Management, Accounting, Management Consulting, Clinical Research, Strategy, Project Planning, Management, Banking, Business Planning, Team Building, Managerial Finance, Team Management, Policy, Team Leadership, Coaching, Organizational..., Portfolio Management, Business Development
Education
Investment Funds Institute of Canada (IFIC) 2010 — 2011
Canadian Investment Funds Certificate; Insurance of Persons Certification, Investments and Insurance
University of Ghana 1997 — 2005
B.Sc. (med. sci); M.B., Ch.B, Anatomy, Physiology, Biochem, Pathology, Pharmacology, Medicine, Surgery, OBGYN, Paedics, Com.Health
Ballard High School, Louisville, Kentucky (USA) 1995 — 1995
Exchange Programme
Achimota School 1993 — 1995
Senior Secondary School Certificate, Biological and Physical Sciences
International Student Ministries Canada May 2013 - Present
The HuD Group August 2009 - Present
Investors Group January 2011 - April 2013
World Financial Group February 2010 - December 2010
United Nations Operation in Cote d'Ivoire (UNOCI) June 2008 - June 2009
Skills
Public Speaking, Medicine, Strategic Financial..., Investments, Financial Analysis, Financial Services, Personnel Management, Insurance, Finance, People Skills, Strategic Planning, Research, Data Analysis, Leadership, Analysis, Corporate Finance, Leadership Development, Business Strategy, Public Health, Teamwork, Risk Management, Accounting, Management Consulting, Clinical Research, Strategy, Project Planning, Management, Banking, Business Planning, Team Building, Managerial Finance, Team Management, Policy, Team Leadership, Coaching, Organizational..., Portfolio Management, Business Development
Education
Investment Funds Institute of Canada (IFIC) 2010 — 2011
Canadian Investment Funds Certificate; Insurance of Persons Certification, Investments and Insurance
University of Ghana 1997 — 2005
B.Sc. (med. sci); M.B., Ch.B, Anatomy, Physiology, Biochem, Pathology, Pharmacology, Medicine, Surgery, OBGYN, Paedics, Com.Health
Ballard High School, Louisville, Kentucky (USA) 1995 — 1995
Exchange Programme
Achimota School 1993 — 1995
Senior Secondary School Certificate, Biological and Physical Sciences
Chris Greenhalgh, B. Comm. (Hons.) Chris Greenhalgh, B. Comm. (Hons.)'s Investors Group Experience March 2014 - Present
Job Marketing Strategist | Social Media | Advertising Compliance | Business Development
Industry Financial Services
Experience
Investors Group March 2014 - Present
Investors Group July 2013 - March 2014
Investors Group April 2011 - July 2013
Investors Group December 2009 - March 2011
Manitoba Hydro April 2007 - December 2009
Skills
Marketing, Advertising, Marketing Strategy, Social Media, Leadership, Training, Social Media Marketing, Business Planning, Business Development, Coaching, New Business Development, Online Marketing, Event Management, Recruitment Marketing, Email Marketing, Strategic Planning
Education
Canadian Securities Institute 2011 — 2012
Partners, Directors and Senior Officers Course, Advertising Compliance
University of Manitoba 2004 — 2009
Asper School of Business, Bachelor of Commerce, Marketing (Honours)
Investors Group March 2014 - Present
Investors Group July 2013 - March 2014
Investors Group April 2011 - July 2013
Investors Group December 2009 - March 2011
Manitoba Hydro April 2007 - December 2009
Skills
Marketing, Advertising, Marketing Strategy, Social Media, Leadership, Training, Social Media Marketing, Business Planning, Business Development, Coaching, New Business Development, Online Marketing, Event Management, Recruitment Marketing, Email Marketing, Strategic Planning
Education
Canadian Securities Institute 2011 — 2012
Partners, Directors and Senior Officers Course, Advertising Compliance
University of Manitoba 2004 — 2009
Asper School of Business, Bachelor of Commerce, Marketing (Honours)
Russell Rollins, CA Russell Rollins, CA's Investors Group Experience August 2013 - Present
Job Associate Manager, Fund Services at Investors Group
Industry Accounting
Experience
Investors Group August 2013 - Present
KPMG Audit Limited September 2011 - August 2013
Grant Thornton LLP January 2008 - September 2011
Education
Chartered Accountants School of Business (Canada)
Chartered Accountant Designation, Accounting
University of Manitoba
Bachelor of Commerce (Hons), Accounting & Finance
Investors Group August 2013 - Present
KPMG Audit Limited September 2011 - August 2013
Grant Thornton LLP January 2008 - September 2011
Education
Chartered Accountants School of Business (Canada)
Chartered Accountant Designation, Accounting
University of Manitoba
Bachelor of Commerce (Hons), Accounting & Finance
Robbie Melvin Robbie Melvin's Investors Group Experience June 2015 - Present
Job Project Management Analyst at Investors Group
Industry Information Technology and Services
Experience
Investors Group June 2015 - Present
Rural Insight Research and Technology May 2008 - Present
University of Manitoba May 2013 - May 2015
University of Manitoba June 2014 - October 2014
University of Manitoba July 2009 - August 2010
DMT Development Systems Group October 2007 - June 2009
DMT April 2006 - October 2007
DMT February 2004 - April 2006
Manitoba Hydro 2002 - 2002
Skills
Research, Network Technology, Team Leadership, Presentations, Web Development, Social Networking, Programming, C#, Wordpress, Microsoft SQL Server, Visual Basic, WordPress, Visual Studio, Software Development, .NET, Software Design, SQL, XML, Data Analysis, HTML, Management, Leadership
Education
University of Manitoba 2010 — 2014
Master's Degree, Human Computer Interaction; Computer Science
University of Manitoba 1999 — 2004
Bachelor of Computer Science
Investors Group June 2015 - Present
Rural Insight Research and Technology May 2008 - Present
University of Manitoba May 2013 - May 2015
University of Manitoba June 2014 - October 2014
University of Manitoba July 2009 - August 2010
DMT Development Systems Group October 2007 - June 2009
DMT April 2006 - October 2007
DMT February 2004 - April 2006
Manitoba Hydro 2002 - 2002
Skills
Research, Network Technology, Team Leadership, Presentations, Web Development, Social Networking, Programming, C#, Wordpress, Microsoft SQL Server, Visual Basic, WordPress, Visual Studio, Software Development, .NET, Software Design, SQL, XML, Data Analysis, HTML, Management, Leadership
Education
University of Manitoba 2010 — 2014
Master's Degree, Human Computer Interaction; Computer Science
University of Manitoba 1999 — 2004
Bachelor of Computer Science
Bob Matthes Bob Matthes's Investors Group Experience January 1998 - March 2002
Job Director at R Matthes Chartered Accountant and Business Advisor Inc.
Industry Financial Services
Experience
R Matthes Chartered Accountant and Business Advisor Inc. May 2012 - Present
Investors Group Financial Services Inc. June 1996 - Present
Robert Matthes Chartered Accountant 2011 - 2011
Investors Group[ January 1998 - March 2002
Skills
Estate Planning, Investments, Income Tax, Financial Planners, Strategic Financial..., Small Business
Education
University of Manitoba 1967 — 1971
B Com (hons), Marketing, Business, Accounting
Elmwood High
Grade 12 UE
R Matthes Chartered Accountant and Business Advisor Inc. May 2012 - Present
Investors Group Financial Services Inc. June 1996 - Present
Robert Matthes Chartered Accountant 2011 - 2011
Investors Group[ January 1998 - March 2002
Skills
Estate Planning, Investments, Income Tax, Financial Planners, Strategic Financial..., Small Business
Education
University of Manitoba 1967 — 1971
B Com (hons), Marketing, Business, Accounting
Elmwood High
Grade 12 UE
Jennifer Perreault-Fenerty Jennifer Perreault-Fenerty's Investors Group Experience October 2008 - January 2011
Job ensures families are protected
Industry Financial Services
Experience
Investors Group October 2008 - January 2011
Skills
Mutual Funds
Education
Universtiy of Calgary 2008 — 2012
Financial Planning
Institute of Canadian Bankers
Certificate, Finances
2009 Business Career CollegeLLQP Life
University of Calgary
University of Calgary
Investors Group October 2008 - January 2011
Skills
Mutual Funds
Education
Universtiy of Calgary 2008 — 2012
Financial Planning
Institute of Canadian Bankers
Certificate, Finances
2009 Business Career CollegeLLQP Life
University of Calgary
University of Calgary
Viviane Tremblay-Massa's Investors Group Experience 1995 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Investors Group 1995 - Present
Skills
Mutual Funds, Retirement Planning, Wealth, Critical Illness, Retirement, Wealth Management, Financial Planners, Strategic Financial..., Investment Strategies, Pensions, Estate Planning, Investment Advisory, Financial Advisory, Investments, Portfolio Management, Insurance
Education
Université Laval / Laval University 1977 — 1981
Bachelor of Arts (B.A.)
Collège Mérici 1975 — 1977
D.E.C.
Investors Group 1995 - Present
Skills
Mutual Funds, Retirement Planning, Wealth, Critical Illness, Retirement, Wealth Management, Financial Planners, Strategic Financial..., Investment Strategies, Pensions, Estate Planning, Investment Advisory, Financial Advisory, Investments, Portfolio Management, Insurance
Education
Université Laval / Laval University 1977 — 1981
Bachelor of Arts (B.A.)
Collège Mérici 1975 — 1977
D.E.C.
Erica Trigiani Erica Trigiani's Investors Group Experience August 2012 - May 2013
Job Private Client Services Associate at Connor Clark & Lunn Private Capital
Industry Financial Services
Experience
Connor Clark & Lunn Private Capital December 2013 - Present
Connor, Clark & Lunn Financial Group August 2013 - December 2013
Assante Wealth Management May 2013 - August 2013
Investors Group August 2012 - May 2013
The Goodyear Tire & Rubber Company April 2011 - September 2011
The Goodyear Tire & Rubber Company April 2010 - September 2010
Skills
Financial Analysis, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Financial Reporting, Economics, Research, Public Speaking, Social Media, Marketing Communications, Microsoft Word, Strategy, Budgets, Business Strategy, Strategic Planning, Data Analysis, Forecasting, Negotiation, Investment Advisory, Leadership, Business Analysis
Education
University of Guelph 2008 — 2012
Bachelor of Commerce, Management Economics in Industry and Finance, With Honours
Connor Clark & Lunn Private Capital December 2013 - Present
Connor, Clark & Lunn Financial Group August 2013 - December 2013
Assante Wealth Management May 2013 - August 2013
Investors Group August 2012 - May 2013
The Goodyear Tire & Rubber Company April 2011 - September 2011
The Goodyear Tire & Rubber Company April 2010 - September 2010
Skills
Financial Analysis, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Financial Reporting, Economics, Research, Public Speaking, Social Media, Marketing Communications, Microsoft Word, Strategy, Budgets, Business Strategy, Strategic Planning, Data Analysis, Forecasting, Negotiation, Investment Advisory, Leadership, Business Analysis
Education
University of Guelph 2008 — 2012
Bachelor of Commerce, Management Economics in Industry and Finance, With Honours
Sylvia Chaput, CIM Sylvia Chaput, CIM's Investors Group Experience February 2011 - Present
Job Project Management Analyst
Industry Financial Services
Experience
Investors Group February 2011 - Present
Pinchin Environmental Ltd March 2001 - January 2011
Skills
Environmental Compliance, Microsoft Office, Budgets, Strategic Planning, PowerPoint, Project Management, Microsoft Excel, Project Planning, MS Project, Business Analysis, Microsoft Project, Process Improvement, Team Leadership
Education
University of Manitoba 2008 — 2010
CIM Certification, Management and Administration
Investors Group February 2011 - Present
Pinchin Environmental Ltd March 2001 - January 2011
Skills
Environmental Compliance, Microsoft Office, Budgets, Strategic Planning, PowerPoint, Project Management, Microsoft Excel, Project Planning, MS Project, Business Analysis, Microsoft Project, Process Improvement, Team Leadership
Education
University of Manitoba 2008 — 2010
CIM Certification, Management and Administration
Jill (Lusignan) Mangin, CPA, CMA Jill (Lusignan) Mangin, CPA, CMA's Investors Group Experience May 2009 - December 2009
Job Analyst at University of Manitoba
Industry Food Production
Experience
University of Manitoba July 2013 - Present
Cargill January 2012 - 2013
University of Manitoba May 2008 - December 2011
MNP January 2010 - December 2010
Investors Group May 2009 - December 2009
Skills
Financial Reporting, Financial Analysis, Procedure Development, Auditing, Internal Audit, Employee Training, Accounting, Problem Solving, Microsoft Excel
Education
Society of Management Accountants 2012 — 2014
CMA, Accounting
University of Manitoba 2007 — 2011
Bachelor of Commerce (B.Com.), Accounting
University of Manitoba July 2013 - Present
Cargill January 2012 - 2013
University of Manitoba May 2008 - December 2011
MNP January 2010 - December 2010
Investors Group May 2009 - December 2009
Skills
Financial Reporting, Financial Analysis, Procedure Development, Auditing, Internal Audit, Employee Training, Accounting, Problem Solving, Microsoft Excel
Education
Society of Management Accountants 2012 — 2014
CMA, Accounting
University of Manitoba 2007 — 2011
Bachelor of Commerce (B.Com.), Accounting
Emmanuel Miah Emmanuel Miah's Investors Group Experience March 2012 - May 2012
Job Financial Services
Industry Financial Services
Experience
Investors Group March 2012 - May 2012
Skills
Finance, Start-ups, Financial Analysis, Corporate Finance, Management, Customer Service, Microsoft Office, Entrepreneurship, Microsoft Excel, New Business Development, Investments
Education
University of Cape Coast 2006 — 2010
Bachelor of Management Studis, Business Managemet
Investors Group March 2012 - May 2012
Skills
Finance, Start-ups, Financial Analysis, Corporate Finance, Management, Customer Service, Microsoft Office, Entrepreneurship, Microsoft Excel, New Business Development, Investments
Education
University of Cape Coast 2006 — 2010
Bachelor of Management Studis, Business Managemet
Brad Semenko Brad Semenko's Investors Group Experience May 2007 - October 2011
Job Senior Architect at Wawanesa Insurance
Industry Information Technology and Services
Experience
Wawanesa Insurance July 2015 - Present
City of Winnipeg October 2012 - Present
Sierra Systems October 2011 - October 2012
Investors Group May 2007 - October 2011
Government of Manitoba 2001 - 2007
Skills
Enterprise Architecture, Solution Architecture, Business Architecture, Application Architecture, Architecture, SOA
Education
University of Manitoba 1980 — 1985
Bachelor of Science (BSc Eng), Mechanical Engineering
Wawanesa Insurance July 2015 - Present
City of Winnipeg October 2012 - Present
Sierra Systems October 2011 - October 2012
Investors Group May 2007 - October 2011
Government of Manitoba 2001 - 2007
Skills
Enterprise Architecture, Solution Architecture, Business Architecture, Application Architecture, Architecture, SOA
Education
University of Manitoba 1980 — 1985
Bachelor of Science (BSc Eng), Mechanical Engineering
Fernando Campomar, CFP® Fernando Campomar, CFP®'s Investors Group Experience May 2014 - Present
Job Level III candidate in the CFA Program
Industry Financial Services
Experience
Investors Group May 2014 - Present
Investors Group Financial Services Inc. March 2003 - May 2014
Skills
Investments, Strategic Planning, Strategic Financial..., Retirement Planning, Finance, Financial Services, Leadership, Portfolio Management, Training, Risk Management, Financial Analysis, Financial Planners, Cash Management, RRSP, Segregated Funds, Banking, TFSA, Wealth Management, Retirement Savings, Mutual Funds, Wealth, Wealth Accumulation, Investment Strategies, Holistic Financial..., Investment Advisory, Retirement, Financial Advisory, Critical Illness, Personal Financial..., Certified Financial..., Income Protection, Estate Planning, Pensions, Financial Planning
Education
Modelo Banfield
Universidad de Buenos Aires
Investors Group May 2014 - Present
Investors Group Financial Services Inc. March 2003 - May 2014
Skills
Investments, Strategic Planning, Strategic Financial..., Retirement Planning, Finance, Financial Services, Leadership, Portfolio Management, Training, Risk Management, Financial Analysis, Financial Planners, Cash Management, RRSP, Segregated Funds, Banking, TFSA, Wealth Management, Retirement Savings, Mutual Funds, Wealth, Wealth Accumulation, Investment Strategies, Holistic Financial..., Investment Advisory, Retirement, Financial Advisory, Critical Illness, Personal Financial..., Certified Financial..., Income Protection, Estate Planning, Pensions, Financial Planning
Education
Modelo Banfield
Universidad de Buenos Aires
Kerry Stevenson Kerry Stevenson's Investors Group Experience July 1998 - June 2011
Job Founder at Fabbaloo
Industry Financial Services
Experience
Invenia Technical Computing Corporation September 2011 - Present
AssentWorks August 2011 - Present
TEDxManitoba July 2011 - Present
Constant Origin 2011 - Present
Fabbaloo October 2007 - Present
Canada Life July 2003 - June 2011
Investors Group July 1998 - June 2011
London Life November 1997 - June 2011
London Life Insurance Company 1997 - June 2011
Great-West Life January 1994 - June 2011
Skills
Team Leadership, Software Development, Architecture, Integration, Enterprise Architecture
Education
University of Manitoba 1980 — 1983
MSc, Computer Science
University of Manitoba 1976 — 1980
BSc Honors, Computer Science
Victory School 1967 — 1970
Invenia Technical Computing Corporation September 2011 - Present
AssentWorks August 2011 - Present
TEDxManitoba July 2011 - Present
Constant Origin 2011 - Present
Fabbaloo October 2007 - Present
Canada Life July 2003 - June 2011
Investors Group July 1998 - June 2011
London Life November 1997 - June 2011
London Life Insurance Company 1997 - June 2011
Great-West Life January 1994 - June 2011
Skills
Team Leadership, Software Development, Architecture, Integration, Enterprise Architecture
Education
University of Manitoba 1980 — 1983
MSc, Computer Science
University of Manitoba 1976 — 1980
BSc Honors, Computer Science
Victory School 1967 — 1970
Brad Turek Brad Turek's Investors Group Experience May 2005 - Present
Job Investor and Investment Real Estate Advisor at Investors Group
Industry Commercial Real Estate
Experience
Investors Group May 2005 - Present
Investors Group 1995 - 2005
AT&T June 1983 - June 1988
Skills
Investment Properties, Investors, Investments, Negotiation, Commercial Real Estate, Real Estate, Property, Real Estate Transactions, Asset Management, Property Management, Real Estate Economics, Management, Finance, Leases, Sales, Apartments, Portfolio Management, Sellers, Foreclosures, Loans, Due Diligence, Real Estate Development
Education
University of California, Santa Barbara 1975 — 1979
Geology, Engineering
Leadership Cape Coral
Investors Group May 2005 - Present
Investors Group 1995 - 2005
AT&T June 1983 - June 1988
Skills
Investment Properties, Investors, Investments, Negotiation, Commercial Real Estate, Real Estate, Property, Real Estate Transactions, Asset Management, Property Management, Real Estate Economics, Management, Finance, Leases, Sales, Apartments, Portfolio Management, Sellers, Foreclosures, Loans, Due Diligence, Real Estate Development
Education
University of California, Santa Barbara 1975 — 1979
Geology, Engineering
Leadership Cape Coral
Chelsea Solmundson Chelsea Solmundson's Investors Group Experience June 2014 - Present
Job Marketing Specialist at Investors Group Financial Services Inc.
Industry Marketing and Advertising
Experience
Investors Group June 2014 - Present
National Leasing September 2010 - July 2013
Code-Med 2006 - 2010
Skills
Sales, Customer Service, Marketing, Social Media Marketing, Marketing Strategy, Account Management, Negotiation, Sales Process, Salesforce.com, Time Management, Marketing Communications, Event Planning, Social Media, Advertising, Strategic Planning, Finance, Leadership, Management
Education
Canadian Securities Institute 2013 — 2014
Canadian Securities Course (CSC)
University of Manitoba 2010 — 2014
Bachelor of Commerce (Hons), Marketing
Investors Group June 2014 - Present
National Leasing September 2010 - July 2013
Code-Med 2006 - 2010
Skills
Sales, Customer Service, Marketing, Social Media Marketing, Marketing Strategy, Account Management, Negotiation, Sales Process, Salesforce.com, Time Management, Marketing Communications, Event Planning, Social Media, Advertising, Strategic Planning, Finance, Leadership, Management
Education
Canadian Securities Institute 2013 — 2014
Canadian Securities Course (CSC)
University of Manitoba 2010 — 2014
Bachelor of Commerce (Hons), Marketing
Aviva Shwaid Aviva Shwaid's Investors Group Experience May 2002 - October 2002
Job Strategy & Insights Manager Health Care at Google
Industry Marketing and Advertising
Experience
Google October 2014 - Present
Google July 2013 - Present
Google July 2012 - June 2013
Richard Bernstein Advisors June 2011 - June 2012
Bristol-Myers Squibb 2010 - 2010
Dreman Value Management May 2004 - July 2009
Investors Group May 2002 - October 2002
Skills
Bloomberg, Fixed Income, Equities, Equity Research, Economics, Investment Strategies, Hedge Funds, Analysis, Chartered Financial..., Competitive Analysis, Finance, Investment Management, Digital Marketing, Industry analysis, Digital Communication..., Digital Strategy, Excel, CFA, Macroeconomics, Global Macro, Google Adwords, Behavioral Finance, Trend Analysis, Event Management, Investments, Asset Allocation, Financial Modeling, Mutual Funds, Public Speaking, Microsoft Excel, Strategy
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance, Strategy, Economics
CFA Institute
Chartered Financial Analyst
University of Manitoba
Bachelor of Commerce (Honors), Finance, International Business
Google October 2014 - Present
Google July 2013 - Present
Google July 2012 - June 2013
Richard Bernstein Advisors June 2011 - June 2012
Bristol-Myers Squibb 2010 - 2010
Dreman Value Management May 2004 - July 2009
Investors Group May 2002 - October 2002
Skills
Bloomberg, Fixed Income, Equities, Equity Research, Economics, Investment Strategies, Hedge Funds, Analysis, Chartered Financial..., Competitive Analysis, Finance, Investment Management, Digital Marketing, Industry analysis, Digital Communication..., Digital Strategy, Excel, CFA, Macroeconomics, Global Macro, Google Adwords, Behavioral Finance, Trend Analysis, Event Management, Investments, Asset Allocation, Financial Modeling, Mutual Funds, Public Speaking, Microsoft Excel, Strategy
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance, Strategy, Economics
CFA Institute
Chartered Financial Analyst
University of Manitoba
Bachelor of Commerce (Honors), Finance, International Business
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
Rita Hemmes-Davis, CSC, PFP Rita Hemmes-Davis, CSC, PFP's Investors Group Experience December 2012 - Present
Job consultant at Investors Group
Industry Financial Services
Experience
Investors Group December 2012 - Present
Canadian Breast Cancer Foundation 1994 - Present
RHD Financial Services November 2004 - December 2012
Toastmasters Club - 2003 - 2010
CIBC September 1984 - November 2004
Skills
Project Management, Volunteer Management, Team Building, Leadership, Nonprofits, Research, Event Planning, Fundraising, Public Relations, Public Speaking, Strategic Planning, Finacial Management, Community Development, Healthcare, Strategic Financial..., Investments, Entrepreneurship, Coaching, Program Development, Financial Planning, Team Leadership, Finance
Education
Canadian Securites Institute
Professional Financial Planner
University of Alberta
Certificate, Finance & Business Management
Investors Group December 2012 - Present
Canadian Breast Cancer Foundation 1994 - Present
RHD Financial Services November 2004 - December 2012
Toastmasters Club - 2003 - 2010
CIBC September 1984 - November 2004
Skills
Project Management, Volunteer Management, Team Building, Leadership, Nonprofits, Research, Event Planning, Fundraising, Public Relations, Public Speaking, Strategic Planning, Finacial Management, Community Development, Healthcare, Strategic Financial..., Investments, Entrepreneurship, Coaching, Program Development, Financial Planning, Team Leadership, Finance
Education
Canadian Securites Institute
Professional Financial Planner
University of Alberta
Certificate, Finance & Business Management
Ralph Kuhn Ralph Kuhn's Investors Group Experience May 2014 - September 2014
Job Senior Consultant: Healthcare Program Management at Stantec Consulting Services Inc.
Industry Hospital & Health Care
Experience
Project Measures March 2014 - December 2014
Investors Group May 2014 - September 2014
Autopro Automation Consultants December 2012 - April 2014
Alberta Health Services July 2010 - August 2012
Project Management Institute: College of Scheduling 2009 - 2012
Online Systems July 2010 - June 2011
Bluewater Health November 2008 - March 2010
Peterborough Regional Health Center September 2008 - June 2009
PWGSC September 2008 - June 2009
Infrastructure Ontario February 2009 - May 2009
Skills
Project Planning, PMO, MS Project, Program Management, Risk Management, Project Management, PMP, Project Delivery, Project Portfolio..., Business Process..., Team Leadership, Trend Analysis /..., Primavera P6, Organizational Change..., Prolog Manager, Expedition, Risk+, Monte Carlo, Pertmaster, Mindmanager, Mindjet, WBS Director, CRM, Change Management, Prolog, Management, SDLC, Software Project..., MindManager, Contract Management, Business Development, Integration, Resource Management, Business Process, Process Improvement, Visio, Governance
Education
University of Alberta 1980 — 1985
B. Sc, Civil Engineering
Continuing Education - Durham Region
Oracle PPM Webinar
PMI Leadership
Project Measures March 2014 - December 2014
Investors Group May 2014 - September 2014
Autopro Automation Consultants December 2012 - April 2014
Alberta Health Services July 2010 - August 2012
Project Management Institute: College of Scheduling 2009 - 2012
Online Systems July 2010 - June 2011
Bluewater Health November 2008 - March 2010
Peterborough Regional Health Center September 2008 - June 2009
PWGSC September 2008 - June 2009
Infrastructure Ontario February 2009 - May 2009
Skills
Project Planning, PMO, MS Project, Program Management, Risk Management, Project Management, PMP, Project Delivery, Project Portfolio..., Business Process..., Team Leadership, Trend Analysis /..., Primavera P6, Organizational Change..., Prolog Manager, Expedition, Risk+, Monte Carlo, Pertmaster, Mindmanager, Mindjet, WBS Director, CRM, Change Management, Prolog, Management, SDLC, Software Project..., MindManager, Contract Management, Business Development, Integration, Resource Management, Business Process, Process Improvement, Visio, Governance
Education
University of Alberta 1980 — 1985
B. Sc, Civil Engineering
Continuing Education - Durham Region
Oracle PPM Webinar
PMI Leadership
Danielle (Pikl) Feener Danielle (Pikl) Feener's Investors Group Experience March 2012 - Present
Job Mortgage Underwriter at Investors Group
Industry Banking
Experience
Investors Group March 2012 - Present
Bank of Montreal June 2006 - March 2012
BMO BANK OF MONTREAL June 2006 - February 2012
MAGIC'N MOTION September 2001 - August 2011
MAGIC'N MOTION September 2001 - June 2006
Skills
Credit, Cash Management, Financial Planning, Customer Service, Customer Loyalty, Customer Acquisition, Credit Analysis, Credit Risk, Small Business Lending, Banking, Retail Banking, Investments, Wealth Management, Mortgage Lending, Strategic Financial..., Mutual Funds
Education
University of Manitoba 2003 — 2010
Bachelor of Commerce (Honours), Marketing & Small Business
University of Manitoba, Faculty of Management 2003 — 2010
Bachelor of Commerce, 2010
Investors Group March 2012 - Present
Bank of Montreal June 2006 - March 2012
BMO BANK OF MONTREAL June 2006 - February 2012
MAGIC'N MOTION September 2001 - August 2011
MAGIC'N MOTION September 2001 - June 2006
Skills
Credit, Cash Management, Financial Planning, Customer Service, Customer Loyalty, Customer Acquisition, Credit Analysis, Credit Risk, Small Business Lending, Banking, Retail Banking, Investments, Wealth Management, Mortgage Lending, Strategic Financial..., Mutual Funds
Education
University of Manitoba 2003 — 2010
Bachelor of Commerce (Honours), Marketing & Small Business
University of Manitoba, Faculty of Management 2003 — 2010
Bachelor of Commerce, 2010
Emilian Siman Emilian Siman's Investors Group Experience January 2013 - November 2013
Job Data Specialist at EMO Workforce Planning and Development Board
Industry Mechanical or Industrial Engineering
Experience
EMO Workforce Planning and Development Board September 2013 - Present
Fanshawe College January 2012 - Present
Investors Group January 2013 - November 2013
University of Phoenix December 2008 - May 2011
Child and Parent Resource Institute June 2009 - October 2010
Centre for Studies in Family Medicine at University of Western Ontario September 2008 - May 2009
Survey Research Center November 2006 - May 2007
University of Missouri, Columbia, USA January 2000 - May 2006
University Lucian Blaga of Sibiu, College of Engineering January 1991 - December 1998
S.C. COMPA S.A. April 1990 - December 1990
Skills
Research design, Questionnaire Design, Quantitative Modeling..., MS Office Suite (Word,..., Teaching, General Business..., Financial Economics, Engineering Design..., Reliability Engineering..., Production and..., Manufacturing..., Quality Management, Database Management..., Programming (VBA, SQL,..., Research Design, Statistics, Analysis, SQL, Testing, Qualitative Research, Data Analysis, Lean Manufacturing, Leadership, SAS, Research, Manufacturing, Statistical Modeling, Management, Microsoft Excel, Engineering, R, Matlab, SPSS, Time Series Analysis, Programming, Higher Education, Science, Analytics, Linear Regression, Operations Management, Administrative Work
Education
University "Lucian Blaga" from Sibiu, College of Engineering
Engineer, Mechanical Engineering
University of Missouri-Columbia, College of Business
MBA, Marketing
University of Missouri-Columbia, Human Environmental Sciences College
Ph.D., Human Environmental Sciences
EMO Workforce Planning and Development Board September 2013 - Present
Fanshawe College January 2012 - Present
Investors Group January 2013 - November 2013
University of Phoenix December 2008 - May 2011
Child and Parent Resource Institute June 2009 - October 2010
Centre for Studies in Family Medicine at University of Western Ontario September 2008 - May 2009
Survey Research Center November 2006 - May 2007
University of Missouri, Columbia, USA January 2000 - May 2006
University Lucian Blaga of Sibiu, College of Engineering January 1991 - December 1998
S.C. COMPA S.A. April 1990 - December 1990
Skills
Research design, Questionnaire Design, Quantitative Modeling..., MS Office Suite (Word,..., Teaching, General Business..., Financial Economics, Engineering Design..., Reliability Engineering..., Production and..., Manufacturing..., Quality Management, Database Management..., Programming (VBA, SQL,..., Research Design, Statistics, Analysis, SQL, Testing, Qualitative Research, Data Analysis, Lean Manufacturing, Leadership, SAS, Research, Manufacturing, Statistical Modeling, Management, Microsoft Excel, Engineering, R, Matlab, SPSS, Time Series Analysis, Programming, Higher Education, Science, Analytics, Linear Regression, Operations Management, Administrative Work
Education
University "Lucian Blaga" from Sibiu, College of Engineering
Engineer, Mechanical Engineering
University of Missouri-Columbia, College of Business
MBA, Marketing
University of Missouri-Columbia, Human Environmental Sciences College
Ph.D., Human Environmental Sciences
Darryl Lemecha's Investors Group Experience November 1986 - August 1993
Job
Industry Computer Software
Experience
VSP Global October 2012 - Present
eightCloud April 2011 - Present
Eyefinity - a VSP Global company May 2011 - October 2012
Vertafore November 2007 - March 2011
ChoicePoint Inc. (now Lexis Nexis) June 2001 - August 2007
Insignia Financial Group (now C.B. Richard Ellis) September 1998 - May 2001
The North West Company August 1993 - September 1998
Investors Group November 1986 - August 1993
Skills
Leadership, Business Transformation, M&A experience, Organizational..., Financial management, Shared Services, SaaS, Cloud Computing, Compliance Management, Security, Customer Service..., Managerial Finance, Customer Service, Management Consulting, IT Strategy, Business Intelligence, CRM, SDLC, Vendor Management, Data Center, Strategy, Product Management, Integration, Process Improvement, ITIL, Business Process, Information Technology, Salesforce.com, Managed Services, Data Warehousing, Enterprise Architecture, Professional Services, Networking, Project Portfolio..., Executive Management, IT Management, Outsourcing, Program Management, Risk Management, Governance, Software Project..., Business Process..., Consulting, Disaster Recovery
Education
University of Manitoba 1981 — 1983
M.Sc.
University of Manitoba 1976 — 1980
B.Sc. (hons)
VSP Global October 2012 - Present
eightCloud April 2011 - Present
Eyefinity - a VSP Global company May 2011 - October 2012
Vertafore November 2007 - March 2011
ChoicePoint Inc. (now Lexis Nexis) June 2001 - August 2007
Insignia Financial Group (now C.B. Richard Ellis) September 1998 - May 2001
The North West Company August 1993 - September 1998
Investors Group November 1986 - August 1993
Skills
Leadership, Business Transformation, M&A experience, Organizational..., Financial management, Shared Services, SaaS, Cloud Computing, Compliance Management, Security, Customer Service..., Managerial Finance, Customer Service, Management Consulting, IT Strategy, Business Intelligence, CRM, SDLC, Vendor Management, Data Center, Strategy, Product Management, Integration, Process Improvement, ITIL, Business Process, Information Technology, Salesforce.com, Managed Services, Data Warehousing, Enterprise Architecture, Professional Services, Networking, Project Portfolio..., Executive Management, IT Management, Outsourcing, Program Management, Risk Management, Governance, Software Project..., Business Process..., Consulting, Disaster Recovery
Education
University of Manitoba 1981 — 1983
M.Sc.
University of Manitoba 1976 — 1980
B.Sc. (hons)
Albert Vachon Albert Vachon's Investors Group Experience November 2005 - December 2010
Job at Nibert Ltd
Industry Financial Services
Experience
Nibert Ltd January 2011 - Present
Investors Group November 2005 - December 2010
Skills
Portfolio Management, Tax, Retirement, Wealth, Investments, Wealth Management, Estate Law, Real Estate, Customer Service, Financial Planners, Financial Advisory, Securities, Investment Strategies
Education
FPSC 2012 — 2013
Registered candidate to the Certified Financial Planner designation, Financial Planning and Services
University of Ottawa 1998 — 2000
mba
University of Ottawa 1998 — 2000
mba
University of Ottawa / Université d'Ottawa 1998 — 2000
Master of Business Administration (MBA), Finance, business
telfer 1998 — 2000
mba
Nibert Ltd January 2011 - Present
Investors Group November 2005 - December 2010
Skills
Portfolio Management, Tax, Retirement, Wealth, Investments, Wealth Management, Estate Law, Real Estate, Customer Service, Financial Planners, Financial Advisory, Securities, Investment Strategies
Education
FPSC 2012 — 2013
Registered candidate to the Certified Financial Planner designation, Financial Planning and Services
University of Ottawa 1998 — 2000
mba
University of Ottawa 1998 — 2000
mba
University of Ottawa / Université d'Ottawa 1998 — 2000
Master of Business Administration (MBA), Finance, business
telfer 1998 — 2000
mba
Olga Treiger Olga Treiger's Investors Group Experience September 2006 - September 2009
Job Senior Financial Analyst at Manulife Financial
Industry Financial Services
Experience
Manulife Financial June 2010 - Present
KPMG Advisory September 2009 - August 2010
Investors Group September 2006 - September 2009
Paterson GlobalFoods Inc 2006 - 2006
University of Manitoba 2002 - 2006
Skills
Financial Modeling, Financial Analysis, Finance, Analysis, Mutual Funds, Strategy, Financial Reporting, Investment Management, Management, Accounting, Financial Forecasting, Managerial Finance, Strategic Financial..., Valuation, Hyperion, SAP, Lawson General Ledger
Education
University of Manitoba 2002 — 2006
B.Comm, Finance
CPA, CMA
Manulife Financial June 2010 - Present
KPMG Advisory September 2009 - August 2010
Investors Group September 2006 - September 2009
Paterson GlobalFoods Inc 2006 - 2006
University of Manitoba 2002 - 2006
Skills
Financial Modeling, Financial Analysis, Finance, Analysis, Mutual Funds, Strategy, Financial Reporting, Investment Management, Management, Accounting, Financial Forecasting, Managerial Finance, Strategic Financial..., Valuation, Hyperion, SAP, Lawson General Ledger
Education
University of Manitoba 2002 — 2006
B.Comm, Finance
CPA, CMA
Royle Derbitsky's Investors Group Experience Financial ConsultantChamber of Commerce1991 - 2010
Job Financial Consultant at Investors Group
Industry Financial Services
Experience
Investors Group Financial ConsultantChamber of Commerce1991 - 2010
Investors Group Financial Services Inc. 1991 - 2010
Education
HC Avery
University of Manitoba
B.Com Honours
Investors Group Financial ConsultantChamber of Commerce1991 - 2010
Investors Group Financial Services Inc. 1991 - 2010
Education
HC Avery
University of Manitoba
B.Com Honours
Anthony Del Vecchio, CIPM Anthony Del Vecchio, CIPM's Investors Group Experience January 2015 - Present
Job Investment Analyst at Investors Group
Industry Investment Management
Experience
Investors Group January 2015 - Present
Investors Group November 2013 - January 2015
Investors Group May 2012 - November 2013
Investors Group Financial Services Inc. January 2011 - May 2012
Skills
Investments, Mutual Funds, Analysis, Financial Analysis, Investment Management, Auditing, Microsoft Office, Portfolio Performance..., Oracle SQL Developer, Financial Modeling, Microsoft Excel, Teamwork, Finance
Education
University of Manitoba 2007 — 2012
Bachelor of Commerce, Finance and Marketing
Investors Group January 2015 - Present
Investors Group November 2013 - January 2015
Investors Group May 2012 - November 2013
Investors Group Financial Services Inc. January 2011 - May 2012
Skills
Investments, Mutual Funds, Analysis, Financial Analysis, Investment Management, Auditing, Microsoft Office, Portfolio Performance..., Oracle SQL Developer, Financial Modeling, Microsoft Excel, Teamwork, Finance
Education
University of Manitoba 2007 — 2012
Bachelor of Commerce, Finance and Marketing
Edward Hanson Edward Hanson's Investors Group Experience January 2009 - May 2009
Job Social Media and Communications Coordinator at Western Union
Industry Marketing and Advertising
Experience
Western Union February 2015 - Present
The Co-operators Centre for Business and Social Entrepreneurship January 2014 - April 2014
APTETUDE September 2013 - December 2013
Scotiabank September 2008 - February 2011
Front Street Capital April 2010 - August 2010
Investors Group January 2009 - May 2009
Skills
Social Media, Leadership, Marketing, Bilingual English-French, Photoshop, After Effects, Social Media Marketing, Microsoft Office, PowerPoint, Teamwork, Customer Service, Public Speaking, Time Management, Marketing Research, Quantitative Research, Quantitative Analytics, Google Analytics, Qualitative Research, Facebook, Twitter, Instagram, Google+, Marketing Communications, Microsoft Word, Microsoft Excel, Learning Quickly, Problem Solving, Maintaining A Positive..., Image Editing, Reporting & Analysis, WordPress
Education
University of Guelph 2011 — 2013
Bachelor of Commerce (B.Com.), Marketing
Sheridan College 2007 — 2010
Advanced Diploma, Banking and Wealth Management
Western Union February 2015 - Present
The Co-operators Centre for Business and Social Entrepreneurship January 2014 - April 2014
APTETUDE September 2013 - December 2013
Scotiabank September 2008 - February 2011
Front Street Capital April 2010 - August 2010
Investors Group January 2009 - May 2009
Skills
Social Media, Leadership, Marketing, Bilingual English-French, Photoshop, After Effects, Social Media Marketing, Microsoft Office, PowerPoint, Teamwork, Customer Service, Public Speaking, Time Management, Marketing Research, Quantitative Research, Quantitative Analytics, Google Analytics, Qualitative Research, Facebook, Twitter, Instagram, Google+, Marketing Communications, Microsoft Word, Microsoft Excel, Learning Quickly, Problem Solving, Maintaining A Positive..., Image Editing, Reporting & Analysis, WordPress
Education
University of Guelph 2011 — 2013
Bachelor of Commerce (B.Com.), Marketing
Sheridan College 2007 — 2010
Advanced Diploma, Banking and Wealth Management
Debbie Clements Debbie Clements's Investors Group Experience November 2002 - November 2003
Job Research and Management Professional
Industry Health, Wellness and Fitness
Experience
Dr. C.J. MacDonald, Professor of Education May 2012 - Present
NutriChem Compounding Pharmacy & Clinic September 2007 - August 2013
Investors Group November 2002 - November 2003
Claremont Communications December 2000 - October 2002
NutriChem Pharmacy June 1996 - November 2000
Skills
Editing, Research, Wellness, Project Management, Health, Social Media, Blogging, Nutrition, Writing, R&D, Marketing Strategy, Microsoft Office, Management, Product Development, Leadership, Team Building, Advertising
Education
University of Ottawa / Université d'Ottawa 1992 — 1994
M.Sc., Biochemistry
University of Ottawa 1988 — 1992
B.Sc., Biochemistry-Nutrition
Fast Foward French 2013 — 2014
French Language Training
Dr. C.J. MacDonald, Professor of Education May 2012 - Present
NutriChem Compounding Pharmacy & Clinic September 2007 - August 2013
Investors Group November 2002 - November 2003
Claremont Communications December 2000 - October 2002
NutriChem Pharmacy June 1996 - November 2000
Skills
Editing, Research, Wellness, Project Management, Health, Social Media, Blogging, Nutrition, Writing, R&D, Marketing Strategy, Microsoft Office, Management, Product Development, Leadership, Team Building, Advertising
Education
University of Ottawa / Université d'Ottawa 1992 — 1994
M.Sc., Biochemistry
University of Ottawa 1988 — 1992
B.Sc., Biochemistry-Nutrition
Fast Foward French 2013 — 2014
French Language Training
Guy Woods Guy Woods's Investors Group Experience 1996 - 1997
Job Owner of Lucas and Associates working as a sales agent representing MIP; M.C Healthcare, Craig Containers and Safe Moves
Industry Hospital & Health Care
Experience
Lucas and Associates January 2005 - Present
Lemon Heaven International 2003 - 2006
Eden Textile 2000 - 2005
Winsham Fabrik 1998 - 2000
Investors Group 1996 - 1997
Gondola pizza 1990 - 1996
Skills
CLLM, Retail, Customer Service, Advertising, Microsoft Office, Customer Relations, I have my CLLM..., Sales, Selling, Management, Account Management, Sales Management
Education
University of Manitoba 1991 — 1993
Economics
Elmwood High School 1984 — 1989
Lucas and Associates January 2005 - Present
Lemon Heaven International 2003 - 2006
Eden Textile 2000 - 2005
Winsham Fabrik 1998 - 2000
Investors Group 1996 - 1997
Gondola pizza 1990 - 1996
Skills
CLLM, Retail, Customer Service, Advertising, Microsoft Office, Customer Relations, I have my CLLM..., Sales, Selling, Management, Account Management, Sales Management
Education
University of Manitoba 1991 — 1993
Economics
Elmwood High School 1984 — 1989
Jean-Paul Pham Jean-Paul Pham's Investors Group Experience March 2013 - Present
Job Associate Software Developer at Investors Group
Industry Computer Software
Experience
Investors Group March 2013 - Present
University of Manitoba September 2012 - December 2012
Canadian Space Agency January 2012 - April 2012
Public Health Agency of Canada June 2011 - August 2011
Aboriginal Affairs and Northern Development Canada June 2008 - March 2011
Education
University of Manitoba 2011 — 2012
Bachelor of Science (Major), Computer Science
University of Manitoba 2005 — 2011
Bachelor of Science, Electrical Engineering
Investors Group March 2013 - Present
University of Manitoba September 2012 - December 2012
Canadian Space Agency January 2012 - April 2012
Public Health Agency of Canada June 2011 - August 2011
Aboriginal Affairs and Northern Development Canada June 2008 - March 2011
Education
University of Manitoba 2011 — 2012
Bachelor of Science (Major), Computer Science
University of Manitoba 2005 — 2011
Bachelor of Science, Electrical Engineering
Andrew Reynolds BSc, MSc, CSC, PFP Andrew Reynolds BSc, MSc, CSC, PFP's Investors Group Experience 1986 - 2001
Job BMO Financial Group
Industry Banking
Experience
BMO Financial Group May 2015 - Present
Precision Financial Planning June 2014 - May 2015
Manulife Financial March 2010 - June 2014
RBC 2001 - April 2010
Investors Group 1986 - 2001
RBC Dominion Securities January 1980 - January 1986
Skills
Investments, Mortgage Lending, Mutual Funds, Banking, Finance, Wealth Management, Retirement Planning, Sales Management, Customer Service, Financial Advisory, Portfolio Management, Financial Services, Insurance, Strategic Financial..., Residential Mortgages, Loans, Retirement, Investment Advisory, Critical Illness, Credit, Management, Bonds, Mortgage Marketing, Relationship Management, Refinance, Investment Strategies, Securities, Risk Management, Sales, Retail Banking, Credit Analysis, Investment Management, Investment Properties
Education
Canadian Securities Institute 1999 — 2000
CSC, securities selection
University of Guelph 1970 — 1976
M.Sc., Economics
REMIC
Ontario Mortgage Agents Course MAC
U.S. Securities & Exchange Commission (SEC)
Series 7 Certification, Securities Licensing
BMO Financial Group May 2015 - Present
Precision Financial Planning June 2014 - May 2015
Manulife Financial March 2010 - June 2014
RBC 2001 - April 2010
Investors Group 1986 - 2001
RBC Dominion Securities January 1980 - January 1986
Skills
Investments, Mortgage Lending, Mutual Funds, Banking, Finance, Wealth Management, Retirement Planning, Sales Management, Customer Service, Financial Advisory, Portfolio Management, Financial Services, Insurance, Strategic Financial..., Residential Mortgages, Loans, Retirement, Investment Advisory, Critical Illness, Credit, Management, Bonds, Mortgage Marketing, Relationship Management, Refinance, Investment Strategies, Securities, Risk Management, Sales, Retail Banking, Credit Analysis, Investment Management, Investment Properties
Education
Canadian Securities Institute 1999 — 2000
CSC, securities selection
University of Guelph 1970 — 1976
M.Sc., Economics
REMIC
Ontario Mortgage Agents Course MAC
U.S. Securities & Exchange Commission (SEC)
Series 7 Certification, Securities Licensing
Christina Stratman Christina Stratman's Investors Group Experience January 2013 - Present
Job Manager, Corporate Taxation at Investors Group
Industry Accounting
Experience
Investors Group January 2013 - Present
PwC February 2008 - January 2013
PwC 2005 - 2008
Skills
Tax, Accounting, Corporate Tax, Audit, Auditing, Financial Analysis, IFRS, Financial Reporting, Assurance, Internal Controls
Education
University of Saskatchewan 2006 — 2007
Masters of Professional Accounting, Accounting
University of Manitoba 2000 — 2004
Bachelor of Commerce, Accounting & Finance
Investors Group January 2013 - Present
PwC February 2008 - January 2013
PwC 2005 - 2008
Skills
Tax, Accounting, Corporate Tax, Audit, Auditing, Financial Analysis, IFRS, Financial Reporting, Assurance, Internal Controls
Education
University of Saskatchewan 2006 — 2007
Masters of Professional Accounting, Accounting
University of Manitoba 2000 — 2004
Bachelor of Commerce, Accounting & Finance
Len Goodman CFP, FMA, B.Sc. Len Goodman CFP, FMA, B.Sc.'s Investors Group Experience November 2013 - Present
Job Financial Consultant at Investors Group
Industry Insurance
Experience
Investors Group November 2013 - Present
ATB Insurance Advisors Inc. March 2010 - October 2013
Fort Saskatchewan community Hospital Foundation January 2011 - October 2012
CIBC Wood Gundy July 2007 - October 2009
Freedom 55 Financial March 2006 - July 2007
Investors Group Financial Services Inc. October 1997 - September 2005
Skills
Certified Financial..., Estate Planning, Life & Health Insurance..., Mutual Funds, Investments, Disability Insurance, Insurance, Recruiting, Wealth, Long-term Care, Pensions, High Net Worth..., Retirement Planning, Wealth Management, Financial Management..., Analytic Problem Solving, Communication, Passionate about work, Buy-sell Agreements, Tax Advisory, Residential Mortgages, Succession Planning, Employee Benefits, Business Understanding, Strategic Financial..., Debt Restructuring, Group Insurance, Financial Services, Life Insurance, Financial Advisory, Critical Illness, Investment Advisory, Retirement
Education
University of Manitoba 1984 — 1989
B.Sc., Mathematics, Statistics, Economics
University of Manitoba
Bachelor of Science (BSc), Econometrics and Quantitative Economics
Investors Group November 2013 - Present
ATB Insurance Advisors Inc. March 2010 - October 2013
Fort Saskatchewan community Hospital Foundation January 2011 - October 2012
CIBC Wood Gundy July 2007 - October 2009
Freedom 55 Financial March 2006 - July 2007
Investors Group Financial Services Inc. October 1997 - September 2005
Skills
Certified Financial..., Estate Planning, Life & Health Insurance..., Mutual Funds, Investments, Disability Insurance, Insurance, Recruiting, Wealth, Long-term Care, Pensions, High Net Worth..., Retirement Planning, Wealth Management, Financial Management..., Analytic Problem Solving, Communication, Passionate about work, Buy-sell Agreements, Tax Advisory, Residential Mortgages, Succession Planning, Employee Benefits, Business Understanding, Strategic Financial..., Debt Restructuring, Group Insurance, Financial Services, Life Insurance, Financial Advisory, Critical Illness, Investment Advisory, Retirement
Education
University of Manitoba 1984 — 1989
B.Sc., Mathematics, Statistics, Economics
University of Manitoba
Bachelor of Science (BSc), Econometrics and Quantitative Economics
Mike Zirino Mike Zirino's Investors Group Experience April 2012 - May 2013
Job Sr. Reporting Analyst at GreatWest Life
Industry Insurance
Experience
Great-West Life February 2014 - Present
Investors Group April 2012 - May 2013
Wawanesa Life Insurance June 2009 - May 2012
Skills
Microsoft Office, Strategic Planning, Financial Analysis, Customer Service, Strategic Financial...
Education
University of Manitoba 2005 — 2010
B. Comm.(Hons), Finance and International Business
Great-West Life February 2014 - Present
Investors Group April 2012 - May 2013
Wawanesa Life Insurance June 2009 - May 2012
Skills
Microsoft Office, Strategic Planning, Financial Analysis, Customer Service, Strategic Financial...
Education
University of Manitoba 2005 — 2010
B. Comm.(Hons), Finance and International Business
Fraser Putnam Fraser Putnam's Investors Group Experience 1999 - 2000
Job Application Architect at Protegra
Industry Management Consulting
Experience
Protegra September 2000 - Present
Manitoba Blue Cross January 2012 - January 2015
IC Group 2009 - 2009
LPL Financial Services, San Diego 2004 - 2009
Great-West Life Assurance September 1996 - August 2000
Investors Group 1999 - 2000
Great-West Life 1987 - 2000
Skills
Solution Architecture, SOA, Agile Methodologies, Requirements Analysis, Application Architecture, Data Modeling, Systems Analysis, Group Benefits, Claims Experience..., Software Development, Requirements Gathering, Business Analysis, Employee Benefits, Agile Project Management, .NET, Integration
Education
University of Manitoba 1982 — 1986
B. Sc. (honors), Computer Science
St. James Collegiate
Protegra September 2000 - Present
Manitoba Blue Cross January 2012 - January 2015
IC Group 2009 - 2009
LPL Financial Services, San Diego 2004 - 2009
Great-West Life Assurance September 1996 - August 2000
Investors Group 1999 - 2000
Great-West Life 1987 - 2000
Skills
Solution Architecture, SOA, Agile Methodologies, Requirements Analysis, Application Architecture, Data Modeling, Systems Analysis, Group Benefits, Claims Experience..., Software Development, Requirements Gathering, Business Analysis, Employee Benefits, Agile Project Management, .NET, Integration
Education
University of Manitoba 1982 — 1986
B. Sc. (honors), Computer Science
St. James Collegiate
Emily Foster Emily Foster's Investors Group Experience 2007 - 2008
Job Business Development Manager at RBC Global Asset Management (RBC, Phillips, Hager & North and BlueBay Funds)
Industry Financial Services
Experience
RBC Global Asset Management June 2012 - Present
RBC Global Asset Management April 2011 - June 2012
Wellington West July 2007 - April 2011
Investors Group 2007 - 2008
Skills
Investment Advisory, Wealth Management, Mutual Funds, Investments, Investment Strategies, ETFs, Business Development, Asset Allocation, Portfolio Management, Asset Management, Investment Management, Securities, Retirement Planning, Financial Advisory, Alternative Investments
Education
University of Northern British Columbia 2001 — 2007
B. Comm., International Business
RBC Global Asset Management June 2012 - Present
RBC Global Asset Management April 2011 - June 2012
Wellington West July 2007 - April 2011
Investors Group 2007 - 2008
Skills
Investment Advisory, Wealth Management, Mutual Funds, Investments, Investment Strategies, ETFs, Business Development, Asset Allocation, Portfolio Management, Asset Management, Investment Management, Securities, Retirement Planning, Financial Advisory, Alternative Investments
Education
University of Northern British Columbia 2001 — 2007
B. Comm., International Business
Brad Matthews's Investors Group Experience November 2009 - Present
Job Financial Advisor, focusing on wealth creations for Canadians with Investors Group
Industry Financial Services
Experience
Investors Group November 2009 - Present
Kool Fm , Kfun January 2013 - January 2014
Whistle Bear Golf Club March 2001 - November 2009
Skills
Business Planning, Coaching, Strategic Planning, Financial Planning, Estate Planning, Retirement Planning, Business Strategy, Insurance, Investments, Small Business, Financial Analysis, Strategic Financial..., Wealth Management, Time Management, Retirement, New Business Development, Wealth, Critical Illness, Financial Planners, Mutual Funds, Golf, Budgets, Finance, Risk Management, Entrepreneurship, Leadership, Sales, Portfolio Management, Management, Investment Strategies, Asset Management, Banking, Debt Consolidation, Business, Employee Benefits, Disability Insurance, Financial Services, Fixed Annuities, Investment Advisory, Long-term Care, Life Insurance, Mortgage Lending, Mergers & Acquisitions, Residential Mortgages, Strategy, Term Life Insurance, Pensions, Business Development, Commercial Mortgages, Financial Risk
Education
University of Guelph 1986 — 1986
Investors Group November 2009 - Present
Kool Fm , Kfun January 2013 - January 2014
Whistle Bear Golf Club March 2001 - November 2009
Skills
Business Planning, Coaching, Strategic Planning, Financial Planning, Estate Planning, Retirement Planning, Business Strategy, Insurance, Investments, Small Business, Financial Analysis, Strategic Financial..., Wealth Management, Time Management, Retirement, New Business Development, Wealth, Critical Illness, Financial Planners, Mutual Funds, Golf, Budgets, Finance, Risk Management, Entrepreneurship, Leadership, Sales, Portfolio Management, Management, Investment Strategies, Asset Management, Banking, Debt Consolidation, Business, Employee Benefits, Disability Insurance, Financial Services, Fixed Annuities, Investment Advisory, Long-term Care, Life Insurance, Mortgage Lending, Mergers & Acquisitions, Residential Mortgages, Strategy, Term Life Insurance, Pensions, Business Development, Commercial Mortgages, Financial Risk
Education
University of Guelph 1986 — 1986
Jeff Bassett Jeff Bassett's Investors Group Experience 2007 - 2008
Job Associate Manager, Intel Technology Solutions at London life / GreatWest Lifeco Inc
Industry Information Services
Experience
London life / Great-West Lifeco Inc January 2013 - Present
London life / Great-West Lifeco Inc March 2010 - January 2013
Encode September 2008 - March 2010
Investors Group 2007 - 2008
London life / Great-West Lifeco Inc July 2002 - July 2007
IBM Global Services May 1999 - July 2002
Skills
Solaris, Linux, DB2, Windows, AIX, Tivoli Access Manager, Tivoli Identity Manager, Websphere, Solution Architecture, Enterprise Architecture, IIS, Security, VMware, WebSphere Application..., Oracle, IBM AIX, SDLC
Education
University of Guelph 1996 — 2002
Honours BSc. Eng, Engineering Systems and Computing
London life / Great-West Lifeco Inc January 2013 - Present
London life / Great-West Lifeco Inc March 2010 - January 2013
Encode September 2008 - March 2010
Investors Group 2007 - 2008
London life / Great-West Lifeco Inc July 2002 - July 2007
IBM Global Services May 1999 - July 2002
Skills
Solaris, Linux, DB2, Windows, AIX, Tivoli Access Manager, Tivoli Identity Manager, Websphere, Solution Architecture, Enterprise Architecture, IIS, Security, VMware, WebSphere Application..., Oracle, IBM AIX, SDLC
Education
University of Guelph 1996 — 2002
Honours BSc. Eng, Engineering Systems and Computing
David Tetlock's Investors Group Experience July 2012 - Present
Job Vice President & Chief Architect
Industry Financial Services
Experience
Investors Group July 2012 - Present
Investors Group May 2005 - June 2012
Investors Group Financial Services Inc. May 1999 - March 2005
Great-West Life May 1981 - December 1999
Skills
System Architecture, Enterprise Architecture, Application Architecture, Solution Architecture, SOA, Business Architecture, Architecture, Disaster Recovery, Integration, IT Strategy, Security, ITIL, Requirements Analysis, Data Center, Systems Analysis, Databases, IT Management, Risk Management, Data Modeling, Business Analysis, IT Service Management, Business Intelligence, SDLC, Business Process Design, Linux, Data Warehousing
Education
University of Manitoba 1978 — 1982
BSc Honors, Computer Science
Swan Valley Regional Secondary School 1976 — 1978
Investors Group July 2012 - Present
Investors Group May 2005 - June 2012
Investors Group Financial Services Inc. May 1999 - March 2005
Great-West Life May 1981 - December 1999
Skills
System Architecture, Enterprise Architecture, Application Architecture, Solution Architecture, SOA, Business Architecture, Architecture, Disaster Recovery, Integration, IT Strategy, Security, ITIL, Requirements Analysis, Data Center, Systems Analysis, Databases, IT Management, Risk Management, Data Modeling, Business Analysis, IT Service Management, Business Intelligence, SDLC, Business Process Design, Linux, Data Warehousing
Education
University of Manitoba 1978 — 1982
BSc Honors, Computer Science
Swan Valley Regional Secondary School 1976 — 1978
Fern Rochon Fern Rochon's Investors Group Experience September 1972 - November 1999
Job Snr Organizational Change Management Analyst
Industry Management Consulting
Experience
Online Business Systems April 2005 - Present
Emerging Information Systems Inc (EISI) January 2000 - January 2005
EISI 2000 - 2005
EISI (NaviPlan) 2000 - 2005
Investors Group September 1972 - November 1999
Skills
Change Management, Business Analysis, Program Management, Business Process..., Project Management, New Business Development, Software Documentation, Testing, Business Process Design, Business Process, Requirements Gathering
Education
University of Manitoba 1969 — 1972
BA, Economics
Online Business Systems April 2005 - Present
Emerging Information Systems Inc (EISI) January 2000 - January 2005
EISI 2000 - 2005
EISI (NaviPlan) 2000 - 2005
Investors Group September 1972 - November 1999
Skills
Change Management, Business Analysis, Program Management, Business Process..., Project Management, New Business Development, Software Documentation, Testing, Business Process Design, Business Process, Requirements Gathering
Education
University of Manitoba 1969 — 1972
BA, Economics
Lisa MacKenzie, BA, PMP, MBA's Investors Group Experience January 2014 - Present
Job IT Exec, Senior Project Manager, YMCA Board Director, TEDxManitoba Past Chair, Former Boxing Coach, Wellness Devotee
Industry Information Technology and Services
Experience
Investors Group January 2014 - Present
Investors Group August 2011 - December 2013
Investors Group November 2005 - November 2011
Encore Business Solutions May 2004 - September 2005
Encore Business Solutions September 2000 - May 2004
Infocorp Computer Solutions April 1999 - July 2000
Infocorp Computer Solutions 1994 - 1998
Skills
Leadership, Management, Project Management, Organization, Change Management, Data Center, Public Speaking, Resource Management, Testing, Social Media, Project Planning, Strategy, Team Building, PMP, Quality Assurance, Strategic Planning, Coaching, Business Process..., Social Media Marketing, Project Portfolio..., Leadership Development, Budgets
Education
Asper School of Business (University of Manitoba) 2004 — 2007
Master of Business Administration (MBA), Management Specialization
University of Winnipeg 1990 — 1993
Bachelor of Arts (BA), Double Major: Sociology, Justice and Law Enforcement
Investors Group January 2014 - Present
Investors Group August 2011 - December 2013
Investors Group November 2005 - November 2011
Encore Business Solutions May 2004 - September 2005
Encore Business Solutions September 2000 - May 2004
Infocorp Computer Solutions April 1999 - July 2000
Infocorp Computer Solutions 1994 - 1998
Skills
Leadership, Management, Project Management, Organization, Change Management, Data Center, Public Speaking, Resource Management, Testing, Social Media, Project Planning, Strategy, Team Building, PMP, Quality Assurance, Strategic Planning, Coaching, Business Process..., Social Media Marketing, Project Portfolio..., Leadership Development, Budgets
Education
Asper School of Business (University of Manitoba) 2004 — 2007
Master of Business Administration (MBA), Management Specialization
University of Winnipeg 1990 — 1993
Bachelor of Arts (BA), Double Major: Sociology, Justice and Law Enforcement
David Laszczak David Laszczak's Investors Group Experience September 2014 - December 2014
Job Computer Science Student at the University of Manitoba
Industry Computer Software
Experience
Resolute Technology Solutions Inc. May 2015 - August 2015
Investors Group September 2014 - December 2014
RTDS Technologies Inc. January 2014 - April 2014
Manitoba Conservation and Water Stewardship May 2012 - August 2012
STEMCELL Technologies May 2011 - August 2011
Skills
Software Development, Software Engineering, Website Development, Web Applications, Java, CoffeeScript, JavaScript, jQuery, HTML, CSS, Bootstrap, C, C++, PL/SQL, Backbone.js, Marionette, Amazon Web Services..., Object Oriented Design, Agile Methodologies, Eclipse, Oracle SQL Developer, Git, Github, Version Control Tools, New Business Development, Small Business, Business Analysis, Marketing, Economics, Time Management
Education
University of Manitoba 2010 — 2016
Bachelor of Science (B.Sc.), Major: Computer Science Minor: Management
Steinbach Region Secondary School 2007 — 2010
Diploma
Resolute Technology Solutions Inc. May 2015 - August 2015
Investors Group September 2014 - December 2014
RTDS Technologies Inc. January 2014 - April 2014
Manitoba Conservation and Water Stewardship May 2012 - August 2012
STEMCELL Technologies May 2011 - August 2011
Skills
Software Development, Software Engineering, Website Development, Web Applications, Java, CoffeeScript, JavaScript, jQuery, HTML, CSS, Bootstrap, C, C++, PL/SQL, Backbone.js, Marionette, Amazon Web Services..., Object Oriented Design, Agile Methodologies, Eclipse, Oracle SQL Developer, Git, Github, Version Control Tools, New Business Development, Small Business, Business Analysis, Marketing, Economics, Time Management
Education
University of Manitoba 2010 — 2016
Bachelor of Science (B.Sc.), Major: Computer Science Minor: Management
Steinbach Region Secondary School 2007 — 2010
Diploma
Chad Wiebe Chad Wiebe's Investors Group Experience July 2013 - Present
Job Consultant with Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group July 2013 - Present
HSBC Private Bank October 2012 - June 2013
The Birchwood Group April 2010 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Sales, Customer Retention, Financial Analysis, Banking, Commercial Banking, Credit, Life Insurance, Investments, High Net Worth..., Strategic Financial..., Finance, Wealth Management..., Mutual Funds, Strategic Investment, Financial Advisory, Financial Planning, Portfolio Management, Negotiation
Education
University of Manitoba 2006 — 2011
Bachelor of Commerce (B.Com.), Marketing/ Finance
University of Manitoba 2006 — 2011
Bachelor of Commerce (B.Com.), Marketing
Mennonite Brethren Collegiate Institute 2000 — 2006
High School Diploma
Investors Group July 2013 - Present
HSBC Private Bank October 2012 - June 2013
The Birchwood Group April 2010 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Sales, Customer Retention, Financial Analysis, Banking, Commercial Banking, Credit, Life Insurance, Investments, High Net Worth..., Strategic Financial..., Finance, Wealth Management..., Mutual Funds, Strategic Investment, Financial Advisory, Financial Planning, Portfolio Management, Negotiation
Education
University of Manitoba 2006 — 2011
Bachelor of Commerce (B.Com.), Marketing/ Finance
University of Manitoba 2006 — 2011
Bachelor of Commerce (B.Com.), Marketing
Mennonite Brethren Collegiate Institute 2000 — 2006
High School Diploma
Drew Gourdie's Investors Group Experience 1997 - 2002
Job Founding Partner at The Rivoli Group
Industry Health, Wellness and Fitness
Experience
The Rivoli Group June 2014 - Present
DrinkMe Beverage Company March 2014 - April 2015
Manitoba Harvest Hemp Foods January 2013 - September 2013
Manitoba Harvest Hemp Foods January 2012 - December 2012
Manitoba Harvest Hemp Foods January 2009 - January 2012
Ernst & Young LLP November 2007 - November 2008
Zywave 2002 - August 2007
Investors Group 1997 - 2002
Skills
Market Research, B2B, Marketing Strategy, Business Development, Strategic Planning, Business Strategy, Process Improvement, Business Planning, Team Building, Account Management, Financial Analysis, Product Marketing, Business Analysis, Competitive Analysis, Product Development, Mergers, Management, Team Leadership, Management Consulting, Sales, Leadership, Operations Management, Key Account Management, Sales Management, Supply Chain, Mergers & Acquisitions
Education
University of Manitoba 1993 — 1996
Bachelor, Business Economics
The Rivoli Group June 2014 - Present
DrinkMe Beverage Company March 2014 - April 2015
Manitoba Harvest Hemp Foods January 2013 - September 2013
Manitoba Harvest Hemp Foods January 2012 - December 2012
Manitoba Harvest Hemp Foods January 2009 - January 2012
Ernst & Young LLP November 2007 - November 2008
Zywave 2002 - August 2007
Investors Group 1997 - 2002
Skills
Market Research, B2B, Marketing Strategy, Business Development, Strategic Planning, Business Strategy, Process Improvement, Business Planning, Team Building, Account Management, Financial Analysis, Product Marketing, Business Analysis, Competitive Analysis, Product Development, Mergers, Management, Team Leadership, Management Consulting, Sales, Leadership, Operations Management, Key Account Management, Sales Management, Supply Chain, Mergers & Acquisitions
Education
University of Manitoba 1993 — 1996
Bachelor, Business Economics
Michael Gransaull Michael Gransaull's Investors Group Experience March 2013 - November 2013
Job Account Management | Recruitment | Technology
Industry Staffing and Recruiting
Experience
Quantum Technology Recruiting February 2015 - July 2015
Michael Page November 2013 - February 2015
Investors Group March 2013 - November 2013
Sheppard Securities Limited April 2011 - August 2012
Sheppard Securities Limited November 2010 - April 2011
Agostini Insurance Brokers Limited February 2006 - May 2006
Skills
Investment Strategies, Portfolio Management, Financial Planning, Financial Analysis, Investment Advisory, Market Research, Microsoft Office, Sales, Business Development, Estate Tax Planning, IT Recruitment, Staffing Services, Contract Recruitment, Contract Negotiation, Contractors, Information Technology, Strategic Financial..., Social Media, Recruiting, Manage Client..., Securities, Analysis, Asset Allocation, Technical Recruiting, Client Relations Skills, CRM, Finance, Team Leadership, Consulting, Leadership, Management, SDLC
Education
University of New Brunswick 2006 — 2010
BBA, Finance
Maple Leaf International School 2000 — 2005
Ontario Secondary School Diploma, Law, Mathematics, Business, English
Quantum Technology Recruiting February 2015 - July 2015
Michael Page November 2013 - February 2015
Investors Group March 2013 - November 2013
Sheppard Securities Limited April 2011 - August 2012
Sheppard Securities Limited November 2010 - April 2011
Agostini Insurance Brokers Limited February 2006 - May 2006
Skills
Investment Strategies, Portfolio Management, Financial Planning, Financial Analysis, Investment Advisory, Market Research, Microsoft Office, Sales, Business Development, Estate Tax Planning, IT Recruitment, Staffing Services, Contract Recruitment, Contract Negotiation, Contractors, Information Technology, Strategic Financial..., Social Media, Recruiting, Manage Client..., Securities, Analysis, Asset Allocation, Technical Recruiting, Client Relations Skills, CRM, Finance, Team Leadership, Consulting, Leadership, Management, SDLC
Education
University of New Brunswick 2006 — 2010
BBA, Finance
Maple Leaf International School 2000 — 2005
Ontario Secondary School Diploma, Law, Mathematics, Business, English
Shawn Fulham's Investors Group Experience April 2013 - September 2013
Job Asia Regional Director at AIESEC Canada
Industry International Trade and Development
Experience
AIESEC Canada July 2015 - Present
AIESEC Canada July 2014 - June 2015
AIESEC Canada January 2014 - July 2014
AIESEC January 2013 - December 2013
Shawn John Windows July 2013 - September 2013
Investors Group April 2013 - September 2013
Kognitive Marketing May 2013 - July 2013
AIESEC Canada January 2012 - December 2012
The Fairmont Banff Springs May 2012 - August 2012
Nurise Industries April 2011 - September 2011
Skills
Leadership, Teamwork, Corporate Communications, Public Speaking, Creative problem-solving, Strategic thinking, Customer Service, Passionate & Motivated, Team Leadership, Leadership Development, Partnership Management, Training, Time Management, Management, Marketing, Sales, Microsoft Office, Public Relations, Sales Management, Team Management, Fundraising
Education
University of Guelph 2010 — 2016
Bachelor of Commerce (BCom)
AIESEC Canada July 2015 - Present
AIESEC Canada July 2014 - June 2015
AIESEC Canada January 2014 - July 2014
AIESEC January 2013 - December 2013
Shawn John Windows July 2013 - September 2013
Investors Group April 2013 - September 2013
Kognitive Marketing May 2013 - July 2013
AIESEC Canada January 2012 - December 2012
The Fairmont Banff Springs May 2012 - August 2012
Nurise Industries April 2011 - September 2011
Skills
Leadership, Teamwork, Corporate Communications, Public Speaking, Creative problem-solving, Strategic thinking, Customer Service, Passionate & Motivated, Team Leadership, Leadership Development, Partnership Management, Training, Time Management, Management, Marketing, Sales, Microsoft Office, Public Relations, Sales Management, Team Management, Fundraising
Education
University of Guelph 2010 — 2016
Bachelor of Commerce (BCom)
Ramzi Kobagi Ramzi Kobagi's Investors Group Experience Financial ConsultantInvestors GroupMay 2010 - Present
Job Financial Consultant at Investors Group
Industry Financial Services
Experience
Investors Group Financial ConsultantInvestors GroupMay 2010 - Present
Skills
Investments, Retirement Planning, Wealth Management, Portfolio Management, Finance, Insurance, Risk Management, Mutual Funds, Financial Services, Financial Analysis
Education
Canadian Securities Institute
Personal Financial Planning Course
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
Conduct and Practise Handbook, Ethics
University of Alberta 2004 — 2007
Bachelor’s Degree, Major in Finance and Minor in Marketing
Investors Group Financial ConsultantInvestors GroupMay 2010 - Present
Skills
Investments, Retirement Planning, Wealth Management, Portfolio Management, Finance, Insurance, Risk Management, Mutual Funds, Financial Services, Financial Analysis
Education
Canadian Securities Institute
Personal Financial Planning Course
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
Conduct and Practise Handbook, Ethics
University of Alberta 2004 — 2007
Bachelor’s Degree, Major in Finance and Minor in Marketing
Kevin Schuster's Investors Group Experience December 2013 - Present
Job Consultant with Investors Group
Industry Financial Services
Experience
Investors Group December 2013 - Present
Lindsay Construction Services June 2013 - November 2013
Leon's Furniture Limited May 2012 - April 2013
FINE DETAILS "The Car Cleaning Specialists" March 2012 - May 2012
Power to Change Ministries August 2005 - March 2012
Ontario Pioneer Camp 1996 - 2002
Skills
Leadership, Fundraising, Leadership Development, Public Speaking, Teaching, Non-profits, Event Planning, Coaching, Strategic Planning, Event Management, Sales, Customer Satisfaction, Customer Retention, Management, Time Management, Computers, Audio Visual System..., Nonprofits, Editing, Budgets, Recruiting, Team Leadership, Project Planning, Social Networking
Education
University of Guelph 2001 — 2005
Bachelor of Computing, Computing and Information Science
Investors Group December 2013 - Present
Lindsay Construction Services June 2013 - November 2013
Leon's Furniture Limited May 2012 - April 2013
FINE DETAILS "The Car Cleaning Specialists" March 2012 - May 2012
Power to Change Ministries August 2005 - March 2012
Ontario Pioneer Camp 1996 - 2002
Skills
Leadership, Fundraising, Leadership Development, Public Speaking, Teaching, Non-profits, Event Planning, Coaching, Strategic Planning, Event Management, Sales, Customer Satisfaction, Customer Retention, Management, Time Management, Computers, Audio Visual System..., Nonprofits, Editing, Budgets, Recruiting, Team Leadership, Project Planning, Social Networking
Education
University of Guelph 2001 — 2005
Bachelor of Computing, Computing and Information Science
Joseph Barbosa, CPCA Joseph Barbosa, CPCA's Investors Group Experience Financial Planning, Estate Planning, Retirement & Tax Planning, Investment Planning, Cash Flow Management and One on One ConsultingVice PresidentGino's Group2004 - 2007
Job Consultant & Talent Acquisition Specialist at Investors Group
Industry Financial Services
Experience
Investors Group Financial Planning, Estate Planning, Retirement & Tax Planning, Investment Planning, Cash Flow Management and One on One ConsultingVice PresidentGino's Group2004 - 2007
Eat at Joe's Ltd. 1999 - 2004
Cultures 1995 - 1999
Cara Operations 1994 - 1995
Cara Operations 1990 - 1994
Skills
Detailed Financial..., Retirement Planning, Estate Planning, Debt Management, Building wealth, RRSP Strategies, Risk Management, RESPs, Cash Flow Management, Portfolio Management, Investment Strategies, Pensions, Insurance, Wealth, Mutual Funds, Critical Illness, Mortgage Lending, Disability Insurance, Loans, Fixed Annuities, High Net Worth..., Cash Management, Life Insurance, Inheritance Tax Planning, Long-term Care, Employee Benefits, Term Life Insurance, Health Insurance, Residential Mortgages, Financial Planning, Strategic Planning, Investments, Customer Service, Retirement, Leadership, Management
Education
University of Guelph
Advanced Management Program
Investors Group Financial Planning, Estate Planning, Retirement & Tax Planning, Investment Planning, Cash Flow Management and One on One ConsultingVice PresidentGino's Group2004 - 2007
Eat at Joe's Ltd. 1999 - 2004
Cultures 1995 - 1999
Cara Operations 1994 - 1995
Cara Operations 1990 - 1994
Skills
Detailed Financial..., Retirement Planning, Estate Planning, Debt Management, Building wealth, RRSP Strategies, Risk Management, RESPs, Cash Flow Management, Portfolio Management, Investment Strategies, Pensions, Insurance, Wealth, Mutual Funds, Critical Illness, Mortgage Lending, Disability Insurance, Loans, Fixed Annuities, High Net Worth..., Cash Management, Life Insurance, Inheritance Tax Planning, Long-term Care, Employee Benefits, Term Life Insurance, Health Insurance, Residential Mortgages, Financial Planning, Strategic Planning, Investments, Customer Service, Retirement, Leadership, Management
Education
University of Guelph
Advanced Management Program
Keith McGirt Jr.'s Investors Group Experience August 2009 - January 2010
Job Membership Associate Director YMCA of Metropolitan Washington
Industry Health, Wellness and Fitness
Experience
YMCA of Metropolitan Washington June 2014 - Present
Gold's Gym August 2013 - January 2014
LA Fitness November 2011 - May 2013
Town Sports International March 2010 - July 2011
Investors Group August 2009 - January 2010
Skills
Access, Program Management, Customer Service, Sponsorship, PowerPoint, Microsoft Excel, Sales, Sports Management, Training, Microsoft Word, Customer Satisfaction, Event Planning, Management, Event Management, Human Resources, Marketing, Social Media
Education
National Council of Strength & Fitness 2011 — 2011
Personal Training Certification, Performance and Fitness
Sport Management Worldwide 2009 — 2011
Extended Studies, Athlete Management
Western Oregon University 2009 — 2011
Master of Science (MS), Athlete Management
University of Maryland University College 2008 — 2009
Master of Science (Concentration), Financial Management
High Point University 2005 — 2008
Bachelor of Science, Sport Management
High Point University 2005 — 2008
Minor, Business Administration
YMCA of Metropolitan Washington June 2014 - Present
Gold's Gym August 2013 - January 2014
LA Fitness November 2011 - May 2013
Town Sports International March 2010 - July 2011
Investors Group August 2009 - January 2010
Skills
Access, Program Management, Customer Service, Sponsorship, PowerPoint, Microsoft Excel, Sales, Sports Management, Training, Microsoft Word, Customer Satisfaction, Event Planning, Management, Event Management, Human Resources, Marketing, Social Media
Education
National Council of Strength & Fitness 2011 — 2011
Personal Training Certification, Performance and Fitness
Sport Management Worldwide 2009 — 2011
Extended Studies, Athlete Management
Western Oregon University 2009 — 2011
Master of Science (MS), Athlete Management
University of Maryland University College 2008 — 2009
Master of Science (Concentration), Financial Management
High Point University 2005 — 2008
Bachelor of Science, Sport Management
High Point University 2005 — 2008
Minor, Business Administration
Jeffrey Penner Jeffrey Penner's Investors Group Experience September 2015 - Present
Job SAP Data Developer at Investors Group
Industry Computer Software
Experience
Investors Group September 2015 - Present
Government of Manitoba - IPC Division September 2014 - October 2014
Ceridian Canada January 2014 - April 2014
Investors Group May 2013 - August 2013
Canadian Tire 2012 - 2013
Best Buy 2010 - 2012
Cabosa Soccer Referee 2002 - 2009
Skills
Computer Science, Agile Methodologies, Customer Service, MVC Architecture, User Friendly, Active Lifestyle, Java, JavaScript, jQuery, C++, Teamwork, SQL, MySQL, Testing, Software Development, Software Engineering
Education
University of Manitoba 2010 — 2015
Bachelor's of Computer Science, Computer Software Engineering
Investors Group September 2015 - Present
Government of Manitoba - IPC Division September 2014 - October 2014
Ceridian Canada January 2014 - April 2014
Investors Group May 2013 - August 2013
Canadian Tire 2012 - 2013
Best Buy 2010 - 2012
Cabosa Soccer Referee 2002 - 2009
Skills
Computer Science, Agile Methodologies, Customer Service, MVC Architecture, User Friendly, Active Lifestyle, Java, JavaScript, jQuery, C++, Teamwork, SQL, MySQL, Testing, Software Development, Software Engineering
Education
University of Manitoba 2010 — 2015
Bachelor's of Computer Science, Computer Software Engineering
Maliha Noor Qureshi's Investors Group Experience July 2011 - Present
Job Recruiting, Marketing and Business Development Coordinator at Investors Group
Industry Human Resources
Experience
Investors Group July 2011 - Present
Skills
Office Administration, Microsoft Office, Office Management, Customer Service, Event Planning, Leadership, Research, Event Management, Social Media, Management, Microsoft Excel, Microsoft Word, Time Management, Teamwork
Education
University of Guelph
Bachelor of Arts (B.A.), Studio Art
Investors Group July 2011 - Present
Skills
Office Administration, Microsoft Office, Office Management, Customer Service, Event Planning, Leadership, Research, Event Management, Social Media, Management, Microsoft Excel, Microsoft Word, Time Management, Teamwork
Education
University of Guelph
Bachelor of Arts (B.A.), Studio Art
Terry van Dreumel Terry van Dreumel's Investors Group Experience June 2008 - May 2011
Job Director, Personal Financial Planner Support at Investors Group Financial Services
Industry Financial Services
Experience
Investors Group Financial Services July 2014 - Present
Investors Group Financial Services Inc. December 1999 - July 2014
Investors Group June 2008 - May 2011
Emerging Information Systems Inc. 1996 - 1997
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Financial Planners, Estate Planning, Cash Management, Retirement, Financial Advisory, Manage Client..., Estate Tax Planning, Investment Strategies, Strategic Planning, Mutual Funds, Finance, Critical Illness, Investment Advisory, Insurance, Disability Insurance, Fixed Annuities, Wealth, Pensions, Life Insurance, Asset Allocation, Wealth Accumulation
Education
University of Guelph 1987 — 1992
Bachelor of Science (Agr.), Agricultural Economics
NDCS
Investors Group Financial Services July 2014 - Present
Investors Group Financial Services Inc. December 1999 - July 2014
Investors Group June 2008 - May 2011
Emerging Information Systems Inc. 1996 - 1997
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Financial Planners, Estate Planning, Cash Management, Retirement, Financial Advisory, Manage Client..., Estate Tax Planning, Investment Strategies, Strategic Planning, Mutual Funds, Finance, Critical Illness, Investment Advisory, Insurance, Disability Insurance, Fixed Annuities, Wealth, Pensions, Life Insurance, Asset Allocation, Wealth Accumulation
Education
University of Guelph 1987 — 1992
Bachelor of Science (Agr.), Agricultural Economics
NDCS
Jean-Pierre Mputu Jean-Pierre Mputu's Investors Group Experience August 2014 - Present
Job Consultant Financier chez Investors Group
Industry Financial Services
Experience
Investors Group August 2014 - Present
Industrielle Alliance February 2009 - March 2014
Skills
Droit civil, Droit des..., Investments, Insurance, Mutual Funds, Strategic Financial..., Wealth Management, Retirement Planning, Corporate Finance, Risk Management, French, Finance, Financial Analysis, Portfolio Management, Capital Markets, Banking, Derivatives, Mergers & Acquisitions, Asset Management, Disability Insurance, Equities, Due Diligence, Assurance
Education
Université Saint-Paul, Ottawa 1999 — 2013
Doctorant, Droit canonique
Collège des Grands-Lacs, Toronto 1999 — 2000
Diplôme en Commerce Internation, Administration des Affaires
Université Laval 1991 — 1995
Master's degree, Droit
Pontificia Universitas Lateranensis (Rome, Italie) 1986 — 1989
Licentiate degree, Droit Canon
Pontificia Universitas Lateranensis 1982 — 1986
Licentiate degree, Droit civl
Saint-Louis
Université de Kinshasa
Université de Kinshasa
Investors Group August 2014 - Present
Industrielle Alliance February 2009 - March 2014
Skills
Droit civil, Droit des..., Investments, Insurance, Mutual Funds, Strategic Financial..., Wealth Management, Retirement Planning, Corporate Finance, Risk Management, French, Finance, Financial Analysis, Portfolio Management, Capital Markets, Banking, Derivatives, Mergers & Acquisitions, Asset Management, Disability Insurance, Equities, Due Diligence, Assurance
Education
Université Saint-Paul, Ottawa 1999 — 2013
Doctorant, Droit canonique
Collège des Grands-Lacs, Toronto 1999 — 2000
Diplôme en Commerce Internation, Administration des Affaires
Université Laval 1991 — 1995
Master's degree, Droit
Pontificia Universitas Lateranensis (Rome, Italie) 1986 — 1989
Licentiate degree, Droit Canon
Pontificia Universitas Lateranensis 1982 — 1986
Licentiate degree, Droit civl
Saint-Louis
Université de Kinshasa
Université de Kinshasa
Karl Andres Karl Andres's Investors Group Experience November 2002 - November 2003
Job Software Engineer, Agile Manager and Agile Coach | Business Transformation | Product Development and Engineering
Industry Computer Software
Experience
Andres Consulting 2015 - Present
Elastic Path Software October 2012 - January 2015
Elastic Path Software May 2005 - September 2012
Online Business Systems February 2000 - April 2005
MTS Allstream August 2004 - March 2005
Online Business Systems December 2003 - July 2004
Investors Group November 2002 - November 2003
Online Business Systems September 2002 - October 2002
Manitoba Business Links, Government of Manitoba January 2002 - July 2002
I3Mobile January 2001 - November 2001
Skills
Agile Coach, Agile Methodologies, Lean, Kanban, Scrum, Business Transformation, Management, Software Development, REST, APIs, Java Enterprise Edition, Web Services, Integration, Requirements Analysis, E-commerce, Web Applications, Java, JUnit, Spring Framework, Spring, Struts, Eclipse, Tomcat, Databases, SQL, OpenJPA, Hibernate, XML, Oracle, Microsoft SQL Server, JSP, JavaScript, AJAX, Subversion, Git
Education
University of Manitoba 1995 — 2000
B. C. Sc. (Honours Cooperative)
Andres Consulting 2015 - Present
Elastic Path Software October 2012 - January 2015
Elastic Path Software May 2005 - September 2012
Online Business Systems February 2000 - April 2005
MTS Allstream August 2004 - March 2005
Online Business Systems December 2003 - July 2004
Investors Group November 2002 - November 2003
Online Business Systems September 2002 - October 2002
Manitoba Business Links, Government of Manitoba January 2002 - July 2002
I3Mobile January 2001 - November 2001
Skills
Agile Coach, Agile Methodologies, Lean, Kanban, Scrum, Business Transformation, Management, Software Development, REST, APIs, Java Enterprise Edition, Web Services, Integration, Requirements Analysis, E-commerce, Web Applications, Java, JUnit, Spring Framework, Spring, Struts, Eclipse, Tomcat, Databases, SQL, OpenJPA, Hibernate, XML, Oracle, Microsoft SQL Server, JSP, JavaScript, AJAX, Subversion, Git
Education
University of Manitoba 1995 — 2000
B. C. Sc. (Honours Cooperative)
Conor O'Reilly's Investors Group Experience December 2008 - January 2010
Job Account Manager at Sage
Industry Public Relations and Communications
Experience
Sage August 2013 - Present
. March 2010 - Present
Scoil Gaeilge Vancouver June 2009 - Present
Ireland Canada Monument Society February 2009 - Present
Investors Group December 2008 - January 2010
Skills
Investor Relations, Investments, Direct Sales, Inside Sales, Business Development, New Business Development, Email Marketing, Leadership
Education
University College Dublin 2002 — 2007
BComm, Business Administration
Sage August 2013 - Present
. March 2010 - Present
Scoil Gaeilge Vancouver June 2009 - Present
Ireland Canada Monument Society February 2009 - Present
Investors Group December 2008 - January 2010
Skills
Investor Relations, Investments, Direct Sales, Inside Sales, Business Development, New Business Development, Email Marketing, Leadership
Education
University College Dublin 2002 — 2007
BComm, Business Administration
Walter Boyles Walter Boyles's Investors Group Experience February 1976 - Present
Job Achitect
Industry Business Supplies and Equipment
Experience
Investors Group February 1976 - Present
Self-employed June 1974 - Present
Education
University of California, Los Angeles
Bachelor of Architecture (B.Arch.), Naval Architecture and Marine Engineering
Investors Group February 1976 - Present
Self-employed June 1974 - Present
Education
University of California, Los Angeles
Bachelor of Architecture (B.Arch.), Naval Architecture and Marine Engineering
Jeff Morrissette's Investors Group Experience February 2006 - Present
Job Web Developer at Investors Group
Industry Financial Services
Experience
Investors Group February 2006 - Present
Skills
jQuery, XML, User Experience, Dreamweaver, JavaScript, Web Development, Adobe Fireworks, Web Design, Google Search Appliance, HTML 5, HTML, User Interface Design, Web Applications, XHTML, PHP, ASP, MySQL, CSS, Subversion, Git, CSS3, CMS, Social Media Marketing, HTML5, HTML + CSS, VBScript, responsive web design, Fireworks, Tortoise SVN, Ruby on Rails, OpenText CMS
Education
University of Manitoba 1995 — 2000
Bachelor of Science (B.S.), Computer Science
Investors Group February 2006 - Present
Skills
jQuery, XML, User Experience, Dreamweaver, JavaScript, Web Development, Adobe Fireworks, Web Design, Google Search Appliance, HTML 5, HTML, User Interface Design, Web Applications, XHTML, PHP, ASP, MySQL, CSS, Subversion, Git, CSS3, CMS, Social Media Marketing, HTML5, HTML + CSS, VBScript, responsive web design, Fireworks, Tortoise SVN, Ruby on Rails, OpenText CMS
Education
University of Manitoba 1995 — 2000
Bachelor of Science (B.S.), Computer Science
Marc Guilbault Marc Guilbault's Investors Group Experience January 2014 - Present
Job Project Manager at Investors Group
Industry Information Technology and Services
Experience
Investors Group January 2014 - Present
Marc Guilbault Consulting February 2009 - Present
Ceridian Canada Ltd. 2011 - 2011
National Leasing February 2000 - February 2009
Online Business Systems June 1994 - February 2000
Gendis Business Services 1990 - 1994
Software AG 1988 - 1990
Investors Group Financial Services Inc. 1984 - 1988
Education
University of Manitoba 1980 — 1984
BSC, Computer Science
Investors Group January 2014 - Present
Marc Guilbault Consulting February 2009 - Present
Ceridian Canada Ltd. 2011 - 2011
National Leasing February 2000 - February 2009
Online Business Systems June 1994 - February 2000
Gendis Business Services 1990 - 1994
Software AG 1988 - 1990
Investors Group Financial Services Inc. 1984 - 1988
Education
University of Manitoba 1980 — 1984
BSC, Computer Science
Sam Pellettieri Sam Pellettieri's Investors Group Experience March 2015 - Present
Job Portfolio Manager at Investors Group
Industry Investment Management
Experience
Investors Group March 2015 - Present
WCEBP Winnipeg Civic Employee's Benefits Program January 2013 - Present
TRAF Teacher's Retirement Allowance Fund 2008 - Present
Wellington West / National Bank Financial January 2008 - November 2012
Tetrem Capital Partners 2003 - 2007
Assante Wealth Management / CI Financial 2000 - 2003
Assante Asset Management / CI Financial 1999 - 2000
Skills
Wealth Management, Mutual Funds, Investments, Asset Allocation, Alternative Investments, Portfolio Management, Asset Managment, Investment Management, Retirement Planning, Equities, Fixed Income, Leadership, Asset Management, Corporate Strategy, M&A, Financial Services, Strategic Financial..., Business Strategy, Mergers & Acquisitions, Banking
Education
CFA Institute 1999 — 2001
CFA
University of Manitoba 1994 — 1998
BCom (Hons), Finance (Minor Pure Mathematics)
Miles Macdonell Collegiate 1990 — 1993
International Baccaulaureate Diploma Program
John Pritchard 1987 — 1990
Canadian Securities Institute
Investors Group March 2015 - Present
WCEBP Winnipeg Civic Employee's Benefits Program January 2013 - Present
TRAF Teacher's Retirement Allowance Fund 2008 - Present
Wellington West / National Bank Financial January 2008 - November 2012
Tetrem Capital Partners 2003 - 2007
Assante Wealth Management / CI Financial 2000 - 2003
Assante Asset Management / CI Financial 1999 - 2000
Skills
Wealth Management, Mutual Funds, Investments, Asset Allocation, Alternative Investments, Portfolio Management, Asset Managment, Investment Management, Retirement Planning, Equities, Fixed Income, Leadership, Asset Management, Corporate Strategy, M&A, Financial Services, Strategic Financial..., Business Strategy, Mergers & Acquisitions, Banking
Education
CFA Institute 1999 — 2001
CFA
University of Manitoba 1994 — 1998
BCom (Hons), Finance (Minor Pure Mathematics)
Miles Macdonell Collegiate 1990 — 1993
International Baccaulaureate Diploma Program
John Pritchard 1987 — 1990
Canadian Securities Institute
Kent Coulter Kent Coulter's Investors Group Experience September 1993 - September 1995
Job Director, Wealth Management, Portfolio Manager at Richardson GMP Limited
Industry Financial Services
Experience
Richardson GMP Limited September 2010 - Present
Canaccord Wealth Management November 2002 - September 2010
National Bank Financial September 1995 - November 2002
Investors Group September 1993 - September 1995
Education
University of Alberta 1988 — 1994
BA, Economics, Statistics
Richardson GMP Limited September 2010 - Present
Canaccord Wealth Management November 2002 - September 2010
National Bank Financial September 1995 - November 2002
Investors Group September 1993 - September 1995
Education
University of Alberta 1988 — 1994
BA, Economics, Statistics
Pier-Olivier Audet Pier-Olivier Audet's Investors Group Experience September 2011 - October 2012
Job Analyste en financement aux entreprises chez Desjardins
Industry Banking
Experience
Audet Financement inc April 2014 - Present
Desjardins February 2014 - Present
Sport Étudiant - QCA October 2007 - December 2014
Desjardins October 2012 - February 2014
Investors Group September 2011 - October 2012
Groupe Investors July 2010 - August 2011
Croisères AML June 2009 - October 2009
Dyramos March 2008 - September 2009
Desjardins December 2008 - February 2009
Skills
Accounting, Microsoft Excel, Access, Microsoft Word, Marketing, Sage, Management, Accpac, Insurance, Coaching, Simple Comptable, Strategic Planning, Change Management, Financial Analysis, Finance, Budgets, Strategic Financial..., Financial Reporting, Tax, Acomba, Microsoft Office, Analysis, Risk Management, Corporate Finance, Business Analysis, Banking, Investments
Education
Université Laval 2011 — 2012
Certificat, en Droit
Collège François-Xavier-Garneau 2007 — 2010
DEC, Accounting and management
Polyvalente St-Aubin 2002 — 2007
Audet Financement inc April 2014 - Present
Desjardins February 2014 - Present
Sport Étudiant - QCA October 2007 - December 2014
Desjardins October 2012 - February 2014
Investors Group September 2011 - October 2012
Groupe Investors July 2010 - August 2011
Croisères AML June 2009 - October 2009
Dyramos March 2008 - September 2009
Desjardins December 2008 - February 2009
Skills
Accounting, Microsoft Excel, Access, Microsoft Word, Marketing, Sage, Management, Accpac, Insurance, Coaching, Simple Comptable, Strategic Planning, Change Management, Financial Analysis, Finance, Budgets, Strategic Financial..., Financial Reporting, Tax, Acomba, Microsoft Office, Analysis, Risk Management, Corporate Finance, Business Analysis, Banking, Investments
Education
Université Laval 2011 — 2012
Certificat, en Droit
Collège François-Xavier-Garneau 2007 — 2010
DEC, Accounting and management
Polyvalente St-Aubin 2002 — 2007
Joseph Fiorito's Investors Group Experience August 1992 - Present
Job Division Director at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. December 2006 - Present
Investors Group August 1992 - Present
Westbridge corporation August 1988 - July 1991
Skills
Holistic Financial..., Strategic Financial..., Sales, Finance, Fixed Annuities, Insurance, Portfolio Management, Asset Management, Wealth Management..., Financial Planning, Banking, Segregated Funds, Life Insurance, Financial Risk, Disability Insurance, Long-term Care, Coaching, Leadership, Marketing Strategy, Microsoft Office, Strategic Planning, Negotiation
Education
Université Laval 1999 — 2003
PFP, Finance
Investors Group Financial Services Inc. December 2006 - Present
Investors Group August 1992 - Present
Westbridge corporation August 1988 - July 1991
Skills
Holistic Financial..., Strategic Financial..., Sales, Finance, Fixed Annuities, Insurance, Portfolio Management, Asset Management, Wealth Management..., Financial Planning, Banking, Segregated Funds, Life Insurance, Financial Risk, Disability Insurance, Long-term Care, Coaching, Leadership, Marketing Strategy, Microsoft Office, Strategic Planning, Negotiation
Education
Université Laval 1999 — 2003
PFP, Finance
Liz Ellis Clark's Investors Group Experience August 2013 - April 2014
Job Development Specialist at The Canadian Agricultural Safety Association
Industry Fund-Raising
Experience
Investors Group August 2013 - April 2014
St. Boniface Hospital Foundation April 2012 - November 2012
The Kidney Foundation of Canada February 2011 - January 2012
St. Boniface Hospital and Research Foundation September 2008 - April 2009
4 IT Services Inc January 2005 - December 2007
EnCana October 2005 - March 2006
EnCana December 2003 - December 2004
Renfrew Insurance Brokers June 1995 - March 1997
IBM Canada Ltd. February 1988 - February 1994
IBM 1984 - 1988
Skills
Relationship Development, New Business Development, Marketing Communications, MS Office Suite, Program Management, Change Management, Account Management, Fundraising, Training, Event Planning, Customer Service, Non-profits, Event Management, Sales, Software Documentation, Business Process..., Business Development, Project Planning, Interviews, Time Management, Business Process, Leadership, Team Leadership, Management, Policy, Teamwork, Nonprofits
Education
University of Manitoba 1977 — 1981
Bachelor of Commerce, Honors
Shattuck-Saint Mary's 1976 — 1977
Grade 12 diploma
Investors Group August 2013 - April 2014
St. Boniface Hospital Foundation April 2012 - November 2012
The Kidney Foundation of Canada February 2011 - January 2012
St. Boniface Hospital and Research Foundation September 2008 - April 2009
4 IT Services Inc January 2005 - December 2007
EnCana October 2005 - March 2006
EnCana December 2003 - December 2004
Renfrew Insurance Brokers June 1995 - March 1997
IBM Canada Ltd. February 1988 - February 1994
IBM 1984 - 1988
Skills
Relationship Development, New Business Development, Marketing Communications, MS Office Suite, Program Management, Change Management, Account Management, Fundraising, Training, Event Planning, Customer Service, Non-profits, Event Management, Sales, Software Documentation, Business Process..., Business Development, Project Planning, Interviews, Time Management, Business Process, Leadership, Team Leadership, Management, Policy, Teamwork, Nonprofits
Education
University of Manitoba 1977 — 1981
Bachelor of Commerce, Honors
Shattuck-Saint Mary's 1976 — 1977
Grade 12 diploma
Yamin Khan's Investors Group Experience January 2012 - April 2014
Job IT Specialist, Team Lead
Industry Information Technology and Services
Experience
IT Consultant June 2015 - Present
IBM/RBC May 2014 - May 2015
Investors Group January 2012 - April 2014
TD Bank Group January 2011 - December 2011
Investors Group Financial Services Inc. November 2010 - December 2010
TD Bank June 2010 - October 2010
Investors Group Financial Services Inc. November 2009 - May 2010
Bank of Montreal June 2009 - October 2009
IBM July 2008 - June 2009
Investors Group July 2007 - June 2008
Skills
ITIL, Active Directory, Vendor Management, Business Analysis, Project Management, SDLC, Disaster Recovery, Windows Server, IT Management, Team Leadership, Requirements Analysis, IT Service Management, Change Management, Data Center, VMware, Business Intelligence, SQL, Integration, MS Project, Visio, Troubleshooting, Microsoft Exchange, XP, Software Documentation, Technical Support, Windows 7, Servers, DNS, DHCP, Operating Systems, System Deployment, IIS, Networking, Blackberry Enterprise..., Group Policy, TCP/IP, SCCM, Windows XP, Network Security, Infrastructure, Information Technology, Management, Software Installation
Education
University of Cambridge 1984 — 1988
B. Com, Accounting, Economics, Computer Science
Cambridge University
IT Consultant June 2015 - Present
IBM/RBC May 2014 - May 2015
Investors Group January 2012 - April 2014
TD Bank Group January 2011 - December 2011
Investors Group Financial Services Inc. November 2010 - December 2010
TD Bank June 2010 - October 2010
Investors Group Financial Services Inc. November 2009 - May 2010
Bank of Montreal June 2009 - October 2009
IBM July 2008 - June 2009
Investors Group July 2007 - June 2008
Skills
ITIL, Active Directory, Vendor Management, Business Analysis, Project Management, SDLC, Disaster Recovery, Windows Server, IT Management, Team Leadership, Requirements Analysis, IT Service Management, Change Management, Data Center, VMware, Business Intelligence, SQL, Integration, MS Project, Visio, Troubleshooting, Microsoft Exchange, XP, Software Documentation, Technical Support, Windows 7, Servers, DNS, DHCP, Operating Systems, System Deployment, IIS, Networking, Blackberry Enterprise..., Group Policy, TCP/IP, SCCM, Windows XP, Network Security, Infrastructure, Information Technology, Management, Software Installation
Education
University of Cambridge 1984 — 1988
B. Com, Accounting, Economics, Computer Science
Cambridge University
Russell Ochocki's Investors Group Experience June 1987 - May 1994
Job Senior Partner, Scenic Solutions Group
Industry Computer Networking
Experience
Scenic Solutions Group January 2000 - Present
Postmedia Network Inc. August 2004 - May 2012
Provincial Tel Inc. 2006 - 2010
Acrodex April 2006 - June 2006
Great-West Life December 2002 - January 2003
BPB December 2000 - February 2001
Gate West Communications Inc. May 1994 - December 2000
Investors Group June 1987 - May 1994
Skills
Integration, Networking, Linux, Network Design, Windows Server, Telecommunications, Database Design, SQL, Cold Fusion, Cisco IOS, System Administration, BGP, Firewalls, Routers, Switches, ISDN, Change Management, Servers, Enterprise Software, WAN, Business Analysis, Cisco Technologies, IT Strategy
Education
University of Manitoba 1986 — 1989
B.C.Sc. (Honours), Computer Science
Scenic Solutions Group January 2000 - Present
Postmedia Network Inc. August 2004 - May 2012
Provincial Tel Inc. 2006 - 2010
Acrodex April 2006 - June 2006
Great-West Life December 2002 - January 2003
BPB December 2000 - February 2001
Gate West Communications Inc. May 1994 - December 2000
Investors Group June 1987 - May 1994
Skills
Integration, Networking, Linux, Network Design, Windows Server, Telecommunications, Database Design, SQL, Cold Fusion, Cisco IOS, System Administration, BGP, Firewalls, Routers, Switches, ISDN, Change Management, Servers, Enterprise Software, WAN, Business Analysis, Cisco Technologies, IT Strategy
Education
University of Manitoba 1986 — 1989
B.C.Sc. (Honours), Computer Science
Ken Hilash's Investors Group Experience January 2001 - April 2008
Job Principal Consultant at Resultra Project Management Inc.
Industry Information Technology and Services
Experience
Resultra Project Management Inc. January 2014 - Present
MNP September 2011 - December 2013
Wellington West Capital Inc. April 2008 - July 2011
Investors Group January 2001 - April 2008
Infocorp Computer Solutions Ltd 1993 - 2001
Safeway Stores plc 1992 - 1993
Manitoba Liquor Control Commission 1990 - 1991
Nygard International 1988 - 1990
Mandem Inc 1984 - 1986
Education
University of Manitoba 1982 — 1987
B.Sc., Computer Science / Statistics
Resultra Project Management Inc. January 2014 - Present
MNP September 2011 - December 2013
Wellington West Capital Inc. April 2008 - July 2011
Investors Group January 2001 - April 2008
Infocorp Computer Solutions Ltd 1993 - 2001
Safeway Stores plc 1992 - 1993
Manitoba Liquor Control Commission 1990 - 1991
Nygard International 1988 - 1990
Mandem Inc 1984 - 1986
Education
University of Manitoba 1982 — 1987
B.Sc., Computer Science / Statistics
Ryan Zuk's Investors Group Experience January 2001 - October 2003
Job Senior Manager, Commercial Banking at CIBC
Industry Banking
Experience
CIBC April 2010 - Present
Royal Bank January 2007 - April 2010
RBC Royal Bank October 2003 - January 2007
Investors Group January 2001 - October 2003
Skills
Credit, Commercial Banking, Loans, Credit Analysis, Financial Analysis, Mortgage Lending, Banking, Retail Banking, Finance, Wealth Management
Education
University of Manitoba
B.Comm, Honors, Finance
Certified Management Accountant (CMA)
Accounting
CIBC April 2010 - Present
Royal Bank January 2007 - April 2010
RBC Royal Bank October 2003 - January 2007
Investors Group January 2001 - October 2003
Skills
Credit, Commercial Banking, Loans, Credit Analysis, Financial Analysis, Mortgage Lending, Banking, Retail Banking, Finance, Wealth Management
Education
University of Manitoba
B.Comm, Honors, Finance
Certified Management Accountant (CMA)
Accounting
Kelly Kaminski's Investors Group Experience December 2005 - August 2010
Job Associate Manager I.T. Facilities Technology Solutions Centre at Great West Life Assurance Company
Industry Financial Services
Experience
Great West Life Assurance Company July 2012 - Present
Great West Life Assurance Company September 2010 - July 2012
Investors Group December 2005 - August 2010
IBM November 1994 - October 2005
Skills
Change Management, Data Centre Planning, Project Facilitation, Project Coordination, Data Center, Project Planning, Project Management, Leadership, Enterprise Architecture, ITIL, Solution Architecture, IT Management, Architecture, Disaster Recovery, Outsourcing, Infrastructure, Vendor Management, IT Service Management, Requirements Analysis, IT Strategy, Integration, PMP, SDLC, Project Delivery
Education
University of Manitoba 2000 — 2001
Great West Life Assurance Company July 2012 - Present
Great West Life Assurance Company September 2010 - July 2012
Investors Group December 2005 - August 2010
IBM November 1994 - October 2005
Skills
Change Management, Data Centre Planning, Project Facilitation, Project Coordination, Data Center, Project Planning, Project Management, Leadership, Enterprise Architecture, ITIL, Solution Architecture, IT Management, Architecture, Disaster Recovery, Outsourcing, Infrastructure, Vendor Management, IT Service Management, Requirements Analysis, IT Strategy, Integration, PMP, SDLC, Project Delivery
Education
University of Manitoba 2000 — 2001
John Guttormson's Investors Group Experience July 2015 - Present
Job Senior VicePresident, Product Development at Investors Group
Industry Financial Services
Experience
Investors Group July 2015 - Present
Investors Group September 2013 - Present
50North Consulting January 2012 - August 2013
University of Winnipeg April 2010 - October 2011
Richardson GMP June 2003 - January 2010
Jazz Winnipeg 2005 - 2008
Investors Group 1998 - 2003
Skills
Portfolio Management, Strategic Planning, Investments, Product Marketing, Business Strategy, Business Development, Management, Asset Allocation, Product Management, Strategic Financial..., Mutual Funds, Risk Management, Governance, Executive Management, Marketing, Business Analysis, Leadership, Retirement Planning, Financial Analysis, Entrepreneurship, Strategy, Financial Modeling, Analysis, Business Planning, Insurance, New Business Development, Wealth Management, Marketing Strategy, Mergers, Change Management, Market Research, Mergers & Acquisitions, Financial Planning
Education
University of Manitoba
Investors Group July 2015 - Present
Investors Group September 2013 - Present
50North Consulting January 2012 - August 2013
University of Winnipeg April 2010 - October 2011
Richardson GMP June 2003 - January 2010
Jazz Winnipeg 2005 - 2008
Investors Group 1998 - 2003
Skills
Portfolio Management, Strategic Planning, Investments, Product Marketing, Business Strategy, Business Development, Management, Asset Allocation, Product Management, Strategic Financial..., Mutual Funds, Risk Management, Governance, Executive Management, Marketing, Business Analysis, Leadership, Retirement Planning, Financial Analysis, Entrepreneurship, Strategy, Financial Modeling, Analysis, Business Planning, Insurance, New Business Development, Wealth Management, Marketing Strategy, Mergers, Change Management, Market Research, Mergers & Acquisitions, Financial Planning
Education
University of Manitoba
Claudia Baccus, PMP's Investors Group Experience 2006 - Present
Job Project Manager at Investors Group
Industry Financial Services
Experience
Investors Group 2006 - Present
Investors Group May 2001 - 2006
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, Software Project..., PMP, SDLC, Project Delivery, Project Planning
Education
University of Manitoba 1996 — 2001
Bachelor of Commerce
Investors Group 2006 - Present
Investors Group May 2001 - 2006
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, Software Project..., PMP, SDLC, Project Delivery, Project Planning
Education
University of Manitoba 1996 — 2001
Bachelor of Commerce
Ross Spratt's Investors Group Experience October 1998 - Present
Job Software Developer at Investors Group
Industry Financial Services
Azim Kabani's Investors Group Experience 2006 - May 2014
Job Senior Project Manager at Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc. January 2007 - Present
Investors Group 2006 - May 2014
Investors Group, Winnipeg 2007 - April 2014
Education
University of East Anglia
Investors Group Financial Services Inc. January 2007 - Present
Investors Group 2006 - May 2014
Investors Group, Winnipeg 2007 - April 2014
Education
University of East Anglia
Roland Mousseau's Investors Group Experience May 2003 - September 2015
Job Retired Manager, Storage Technology Solutions, Shared Enterprise Services
Industry Information Services
Experience
Investors Group May 2003 - September 2015
Symbol Technologies 2001 - 2003
Apotex Fermentation 2000 - 2001
Lockheed Martin 1982 - 2000
Education
University of Manitoba 1978 — 1982
BSc, Electrical Engineering
College Secondaire de St Boniface
Investors Group May 2003 - September 2015
Symbol Technologies 2001 - 2003
Apotex Fermentation 2000 - 2001
Lockheed Martin 1982 - 2000
Education
University of Manitoba 1978 — 1982
BSc, Electrical Engineering
College Secondaire de St Boniface
Bill Rietvelt's Investors Group Experience December 2008 - Present
Job Consulting Systems Architect at Investors Group
Industry Financial Services
Experience
Investors Group December 2008 - Present
Investors Group November 2006 - November 2008
Investors Group 2001 - 2006
INSI/Indicom 1998 - 2001
IBM Canada 1997 - 1998
Canadian Wheat Board 1987 - 1997
Skills
Enterprise Architecture, Application Development, Portfolio Management, Architecture, System Architecture, Integration, Enterprise Software, Software Development, ITIL, SOA, Systems Analysis, Microsoft SQL Server, Solution Architecture, SDLC, Architectures, Requirements Analysis, Requirements Gathering, IT Strategy
Education
University of Manitoba 1983 — 1987
Investors Group December 2008 - Present
Investors Group November 2006 - November 2008
Investors Group 2001 - 2006
INSI/Indicom 1998 - 2001
IBM Canada 1997 - 1998
Canadian Wheat Board 1987 - 1997
Skills
Enterprise Architecture, Application Development, Portfolio Management, Architecture, System Architecture, Integration, Enterprise Software, Software Development, ITIL, SOA, Systems Analysis, Microsoft SQL Server, Solution Architecture, SDLC, Architectures, Requirements Analysis, Requirements Gathering, IT Strategy
Education
University of Manitoba 1983 — 1987
Alun Carter's Investors Group Experience 2005 - 2006
Job Lab Information Management Specialist at Diagnostic Services of Manitoba Inc.
Industry Hospital & Health Care
Experience
Diagnostic Services Manitoba Inc. May 2008 - Present
Investors Group 2005 - 2006
Online Business Systems 2000 - 2005
Skills
Requirements Analysis, Requirements Gathering, Analysis, Business Analysis, Systems Analysis, Process Improvement, SDLC, Team Leadership, Business Requirements, Business Process, Data Modeling, Enterprise Architecture, SQL, Business Intelligence, Governance, Project Planning
Education
University of Manitoba 1992 — 1995
Masters of Natural Resource Management, Ecological Rehabilitation
University of Manitoba 1988 — 1992
BSc, Botany-Zoology
Diagnostic Services Manitoba Inc. May 2008 - Present
Investors Group 2005 - 2006
Online Business Systems 2000 - 2005
Skills
Requirements Analysis, Requirements Gathering, Analysis, Business Analysis, Systems Analysis, Process Improvement, SDLC, Team Leadership, Business Requirements, Business Process, Data Modeling, Enterprise Architecture, SQL, Business Intelligence, Governance, Project Planning
Education
University of Manitoba 1992 — 1995
Masters of Natural Resource Management, Ecological Rehabilitation
University of Manitoba 1988 — 1992
BSc, Botany-Zoology
Aubrey Fishman's Investors Group Experience May 1997 - June 2004
Job Director of Marketing at STREET CHARACTERS INC.
Industry Sports
Experience
STREET CHARACTERS INC. November 2005 - Present
Investors Group May 1997 - June 2004
Skills
Sports Marketing, Event Planning, Marketing Strategy, Sports Management, Marketing Communications, Sports, Marketing
Education
Financial Planners Standards Council 1997 — 1999
CFP, Certified Financial Planner Designation
University of Calgary Continuing Education 1991 — 1994
Human Resources Certificate, HR
University of Calgary 1982 — 1986
BA, Psychology
STREET CHARACTERS INC. November 2005 - Present
Investors Group May 1997 - June 2004
Skills
Sports Marketing, Event Planning, Marketing Strategy, Sports Management, Marketing Communications, Sports, Marketing
Education
Financial Planners Standards Council 1997 — 1999
CFP, Certified Financial Planner Designation
University of Calgary Continuing Education 1991 — 1994
Human Resources Certificate, HR
University of Calgary 1982 — 1986
BA, Psychology
Sharon Harrald's Investors Group Experience July 2012 - Present
Job Vice President at Investors Group
Industry Financial Services
Experience
Investors Group July 2012 - Present
Services financiers Groupe Investors January 2000 - July 2012
Skills
Succession Planning, Employee Relations, Talent Management, Human Resources, Employee Benefits, HRIS, Leadership, Payroll, Employee Engagement, Organizational..., Onboarding, Program Management, Performance Management, Talent Acquisition, Recruiting
Education
Ste Rose Collegiate 1978 — 1981
University of Manitoba
HRM, Human Resources
Investors Group July 2012 - Present
Services financiers Groupe Investors January 2000 - July 2012
Skills
Succession Planning, Employee Relations, Talent Management, Human Resources, Employee Benefits, HRIS, Leadership, Payroll, Employee Engagement, Organizational..., Onboarding, Program Management, Performance Management, Talent Acquisition, Recruiting
Education
Ste Rose Collegiate 1978 — 1981
University of Manitoba
HRM, Human Resources
Paul de Graff's Investors Group Experience 1997 - 1999
Job Senior Franchise Consultant, MatchPoint Network
Industry Management Consulting
Experience
Degraff Consulting Inc. December 2007 - Present
Monsanto August 1999 - October 2007
Investors Group 1997 - 1999
Education
University of Manitoba 1992 — 1994
M.B.A., business
Degraff Consulting Inc. December 2007 - Present
Monsanto August 1999 - October 2007
Investors Group 1997 - 1999
Education
University of Manitoba 1992 — 1994
M.B.A., business
Clayton Bittner's Investors Group Experience 2000 - 2006
Job Vice President, Canadian Equities at GreatWest Life
Industry Financial Services
Experience
Great-West Life December 2006 - Present
Investors Group 2000 - 2006
Loring Ward 1998 - 2000
BMO Nesbitt Burns 1997 - 1998
Investors Group 1995 - 1997
Skills
Portfolio Management, Mutual Funds, Equities, Asset Management, Investments, Retirement Planning, Financial Analysis, Financial Modeling, Financial Planning, Corporate Finance, Analysis, Wealth Management, Due Diligence, Bloomberg, Valuation, Financial Management, Banking, Mergers, Forecasting, Accounting, Strategic Planning, Business Strategy, Business Analysis, Economics, Compliance, Management Consulting, Market Research, Excel, Research, Financial Accounting, Capital Markets, Business Valuation, Strategic Financial..., Mergers & Acquisitions, Investment Advisory, Asset Allocation, Investment Strategies
Education
University of Manitoba 1993 — 1997
Bachelor of Commerce, Finance & Marketing
Silver Heights Collegiate 1987 — 1990
Great-West Life December 2006 - Present
Investors Group 2000 - 2006
Loring Ward 1998 - 2000
BMO Nesbitt Burns 1997 - 1998
Investors Group 1995 - 1997
Skills
Portfolio Management, Mutual Funds, Equities, Asset Management, Investments, Retirement Planning, Financial Analysis, Financial Modeling, Financial Planning, Corporate Finance, Analysis, Wealth Management, Due Diligence, Bloomberg, Valuation, Financial Management, Banking, Mergers, Forecasting, Accounting, Strategic Planning, Business Strategy, Business Analysis, Economics, Compliance, Management Consulting, Market Research, Excel, Research, Financial Accounting, Capital Markets, Business Valuation, Strategic Financial..., Mergers & Acquisitions, Investment Advisory, Asset Allocation, Investment Strategies
Education
University of Manitoba 1993 — 1997
Bachelor of Commerce, Finance & Marketing
Silver Heights Collegiate 1987 — 1990
Todd Asman's Investors Group Experience August 2012 - Present
Job Senior VicePresident, Products & Financial Planning at Investors Group
Industry Financial Services
Experience
Investors Group August 2012 - Present
Investors Group March 2008 - July 2012
Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Mortgage Lending, Retirement, Investment Strategies, Asset Management, Risk Management, Financial Services, Estate Planning, Banking, Financial Analysis, Credit, Loans, Insurance
Education
University of Manitoba 1988 — 1992
Bachelor of Commerce (B.Com.), Actuarial Science
Investors Group August 2012 - Present
Investors Group March 2008 - July 2012
Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Mortgage Lending, Retirement, Investment Strategies, Asset Management, Risk Management, Financial Services, Estate Planning, Banking, Financial Analysis, Credit, Loans, Insurance
Education
University of Manitoba 1988 — 1992
Bachelor of Commerce (B.Com.), Actuarial Science
Casey Morrow's Investors Group Experience December 1996 - August 2005
Job Investment & Retirement Specialist at RBC
Industry Banking
Experience
RBC 2010 - Present
RBC January 2009 - July 2010
RBC January 2007 - January 2009
RBC August 2005 - January 2007
Investors Group December 1996 - August 2005
Joey Tomato's 1992 - 1995
Skills
Investments, Strategic Financial..., Portfolio Management, Mutual Funds, Retirement Planning, Investment Advisory, Wealth Management, Tax, Mortgage Lending, Investment Strategies, Asset Allocation, Securities, Estate Planning, Retirement
Education
University of Calgary 1991 — 1994
BA, Communications
Jasper Jr. / Sr. High
RBC 2010 - Present
RBC January 2009 - July 2010
RBC January 2007 - January 2009
RBC August 2005 - January 2007
Investors Group December 1996 - August 2005
Joey Tomato's 1992 - 1995
Skills
Investments, Strategic Financial..., Portfolio Management, Mutual Funds, Retirement Planning, Investment Advisory, Wealth Management, Tax, Mortgage Lending, Investment Strategies, Asset Allocation, Securities, Estate Planning, Retirement
Education
University of Calgary 1991 — 1994
BA, Communications
Jasper Jr. / Sr. High
Jason Striemer's Investors Group Experience April 1992 - May 2007
Job Senior Consultant at Resolute Technology Solutions
Industry Information Technology and Services
Experience
Resolute Technology Solutions Information SpecialistEDS, an HP companyJune 2007 - October 2008
Investors Group April 1992 - May 2007
Education
University of Manitoba 1988 — 1992
B.Sc, Computer Engineering
Resolute Technology Solutions Information SpecialistEDS, an HP companyJune 2007 - October 2008
Investors Group April 1992 - May 2007
Education
University of Manitoba 1988 — 1992
B.Sc, Computer Engineering
Christine Van Cauwenberghe's Investors Group Experience July 2012 - Present
Job Assistant VicePresident, Investors Group
Industry Financial Services
Experience
STEP Canada June 2015 - Present
Investors Group July 2012 - Present
STEP Canada January 2013 - Present
Thomson Carswell 2006 - Present
Society of Trust and Estate Practitioners July 2013 - June 2015
Society of Trust & Estate Practitioners (STEP) August 2007 - July 2013
Investors Group October 2001 - June 2012
University of Manitoba August 2008 - January 2012
Thompson Dorfman Sweatman June 1994 - September 2001
TD Bank May 1987 - April 1994
Skills
Tax and Estate Legal..., Media Spokesperson, Author and Lecturer, Estate Law, Strategic Financial..., Estate Planning, Tax, Spokesperson, Financial Planners, Retirement Planning, Corporate Tax, High Net Worth..., Wealth Management..., Wills, Insurance, Tax Law, Investments, Corporate Law, Small Business, Wealth Management, Trusts, Corporate Governance, Estate Tax Planning, Financial Planning
Education
University of Manitoba 1991 — 1994
LL. B., Bachelor of Law
University of Manitoba 1987 — 1991
B. Comm. (Hons), Finance major
Financial Planners Standards Council 2001 — 2003
CFP, Certified Financial Planner
St. Mary's Academy
STEP Canada June 2015 - Present
Investors Group July 2012 - Present
STEP Canada January 2013 - Present
Thomson Carswell 2006 - Present
Society of Trust and Estate Practitioners July 2013 - June 2015
Society of Trust & Estate Practitioners (STEP) August 2007 - July 2013
Investors Group October 2001 - June 2012
University of Manitoba August 2008 - January 2012
Thompson Dorfman Sweatman June 1994 - September 2001
TD Bank May 1987 - April 1994
Skills
Tax and Estate Legal..., Media Spokesperson, Author and Lecturer, Estate Law, Strategic Financial..., Estate Planning, Tax, Spokesperson, Financial Planners, Retirement Planning, Corporate Tax, High Net Worth..., Wealth Management..., Wills, Insurance, Tax Law, Investments, Corporate Law, Small Business, Wealth Management, Trusts, Corporate Governance, Estate Tax Planning, Financial Planning
Education
University of Manitoba 1991 — 1994
LL. B., Bachelor of Law
University of Manitoba 1987 — 1991
B. Comm. (Hons), Finance major
Financial Planners Standards Council 2001 — 2003
CFP, Certified Financial Planner
St. Mary's Academy
Ken Armstrong's Investors Group Experience May 2006 - Present
Job Systems Architect at Investors Group
Industry Financial Services
Experience
Investors Group May 2006 - Present
Online Business Systems 2001 - 2003
Skills
Requirements Analysis, Software Project..., Enterprise Architecture, Requirements Gathering, Business Analysis, SDLC
Education
University of Manitoba
BComm, Marketing, MIS
Investors Group May 2006 - Present
Online Business Systems 2001 - 2003
Skills
Requirements Analysis, Software Project..., Enterprise Architecture, Requirements Gathering, Business Analysis, SDLC
Education
University of Manitoba
BComm, Marketing, MIS
Dave Dolecki's Investors Group Experience July 2003 - November 2003
Job Field Logistics Coordinator at Menlo Logistics
Industry Oil & Energy
Experience
Menlo Logistics August 2014 - Present
Menlo Worldwide Logistics January 2014 - August 2014
Menlo Worldwide August 2013 - January 2014
Hotsino June 2008 - August 2013
Streamline Movers June 2008 - June 2009
SSI Solutions August 2007 - May 2008
Aspen Air Corp June 2006 - July 2007
Westfair Foods November 2003 - August 2005
Investors Group July 2003 - November 2003
Prestique Kitchens July 2002 - June 2003
Skills
New Business Development, Proprietary Trading, Microsoft Excel, Microsoft Office, Equities, Trading, Customer Service, Leadership, Management, Business Development, Analysis, Strategic Planning, Strategy, Business Intelligence, Logistics
Education
The University of Calgary 2000 — 2002
Bachelor of Arts (B.A.), Economics
The University of Western Ontario 1998 — 2000
Economics
Menlo Logistics August 2014 - Present
Menlo Worldwide Logistics January 2014 - August 2014
Menlo Worldwide August 2013 - January 2014
Hotsino June 2008 - August 2013
Streamline Movers June 2008 - June 2009
SSI Solutions August 2007 - May 2008
Aspen Air Corp June 2006 - July 2007
Westfair Foods November 2003 - August 2005
Investors Group July 2003 - November 2003
Prestique Kitchens July 2002 - June 2003
Skills
New Business Development, Proprietary Trading, Microsoft Excel, Microsoft Office, Equities, Trading, Customer Service, Leadership, Management, Business Development, Analysis, Strategic Planning, Strategy, Business Intelligence, Logistics
Education
The University of Calgary 2000 — 2002
Bachelor of Arts (B.A.), Economics
The University of Western Ontario 1998 — 2000
Economics
Gerald Dove's Investors Group Experience May 2013 - Present
Job Senior Financial Consultant at Investors Group
Industry Financial Services
Experience
Investors Group May 2013 - Present
Investors Group October 2002 - May 2013
Investors Group Financial Services Inc. January 2007 - May 2013
Skills
Retirement Planning, Financial Advisory, Financial Planners, Estate Planning, Retirement, Strategic Financial..., Mutual Funds, Critical Illness, Investment Strategies, Wealth Management, Investments, Insurance, Disability Insurance, Wealth, Investment Advisory, Mortgage Lending
Education
Financial Planning Standards Council 2004 — 2006
Certified Financial Planner, Financial Planning and Services
University of Guelph 1996 — 2000
B Comm, Ag Business
Investors Group May 2013 - Present
Investors Group October 2002 - May 2013
Investors Group Financial Services Inc. January 2007 - May 2013
Skills
Retirement Planning, Financial Advisory, Financial Planners, Estate Planning, Retirement, Strategic Financial..., Mutual Funds, Critical Illness, Investment Strategies, Wealth Management, Investments, Insurance, Disability Insurance, Wealth, Investment Advisory, Mortgage Lending
Education
Financial Planning Standards Council 2004 — 2006
Certified Financial Planner, Financial Planning and Services
University of Guelph 1996 — 2000
B Comm, Ag Business
Jason A Mizak, CFP, BPE, CPCA's Investors Group Experience January 2013 - Present
Job Senior Financial Consultant at Investors Group
Industry Financial Services
Experience
Investors Group January 2013 - Present
Investors Group Financial Services Inc. August 1996 - January 2013
Skills
Certified Financial..., Insurance Planning, Wealth Management, Certified Professional..., Investments, Retirement Planning, Insurance, Retirement, Pensions, Financial Advisory, Investment Strategies, Mutual Funds, Critical Illness, Wealth, Investment Advisory, Strategic Financial..., Estate Planning, Tax, Asset Allocation, Portfolio Management, Disability Insurance, Asset Management, Personal Finance, Investment Management, Financial Planners, Personal Financial...
Education
University of Manitoba 1989 — 1992
BPE
The University of Western Ontario
Investors Group January 2013 - Present
Investors Group Financial Services Inc. August 1996 - January 2013
Skills
Certified Financial..., Insurance Planning, Wealth Management, Certified Professional..., Investments, Retirement Planning, Insurance, Retirement, Pensions, Financial Advisory, Investment Strategies, Mutual Funds, Critical Illness, Wealth, Investment Advisory, Strategic Financial..., Estate Planning, Tax, Asset Allocation, Portfolio Management, Disability Insurance, Asset Management, Personal Finance, Investment Management, Financial Planners, Personal Financial...
Education
University of Manitoba 1989 — 1992
BPE
The University of Western Ontario
Paul Leong's Investors Group Experience January 1997 - January 2010
Job Mortgage Broker & Financial Advisor. Mobile 204.791.9944
Industry Financial Services
Experience
Mortgage Intelligence January 2010 - Present
Achieve Your Success (AYS) Financial January 2000 - Present
investors group January 1997 - January 2010
Investors Group Financial Services Inc. March 1995 - January 2010
investors group March 1995 - January 1997
royal bank January 1987 - January 1995
Education
The Institute of Canadian Bankers-Investment Funds
Red River Community College
Business Administration
University of Manitoba 1983 — 1985
B.A., ECONOMICS
University of Manitoba
Bachelor of Arts
Mortgage Intelligence January 2010 - Present
Achieve Your Success (AYS) Financial January 2000 - Present
investors group January 1997 - January 2010
Investors Group Financial Services Inc. March 1995 - January 2010
investors group March 1995 - January 1997
royal bank January 1987 - January 1995
Education
The Institute of Canadian Bankers-Investment Funds
Red River Community College
Business Administration
University of Manitoba 1983 — 1985
B.A., ECONOMICS
University of Manitoba
Bachelor of Arts
Dean Barringer's Investors Group Experience August 2012 - September 2013
Job Regional Sales Manager at Bee Maid Honey Ltd.
Industry Financial Services
Experience
Bee Maid Honey Ltd. August 2013 - Present
Investors Group August 2012 - September 2013
Spitfire Flight Centre Ltd. December 2011 - August 2012
Sun-Rype Products Ltd. April 2000 - November 2011
Skills
Category Management, Account Management, Key Account Management, Strategic Planning, Forecasting, Negotiation, Business Planning, Financial Analysis, Leadership, Management, CRM, Coaching, Marketing Strategy, Sales, Sales Management, Market Research, Team Leadership, Team Building, Sales Operations
Education
University of Manitoba
B.A., Psychology, Sociology
Bee Maid Honey Ltd. August 2013 - Present
Investors Group August 2012 - September 2013
Spitfire Flight Centre Ltd. December 2011 - August 2012
Sun-Rype Products Ltd. April 2000 - November 2011
Skills
Category Management, Account Management, Key Account Management, Strategic Planning, Forecasting, Negotiation, Business Planning, Financial Analysis, Leadership, Management, CRM, Coaching, Marketing Strategy, Sales, Sales Management, Market Research, Team Leadership, Team Building, Sales Operations
Education
University of Manitoba
B.A., Psychology, Sociology
Renata Dennis's Investors Group Experience January 2014 - Present
Job Senior VicePresident, Distribution Services
Industry Financial Services
Experience
Investors Group January 2014 - Present
Investors Group Financial Services Inc. August 2012 - Present
Investors Group June 2005 - July 2012
Education
University of Manitoba 2002 — 2008
MBA
Investors Group January 2014 - Present
Investors Group Financial Services Inc. August 2012 - Present
Investors Group June 2005 - July 2012
Education
University of Manitoba 2002 — 2008
MBA
Phil Seguin's Investors Group Experience 1993 - 2000
Job Financial Advisor
Industry Financial Services
Experience
Assante Capital Management Ltd. 2007 - Present
Berkshire Securities Inc. 2000 - 2007
Investors Group 1993 - 2000
Skills
Wealth Management, Mutual Funds, Investment Advisory, Retirement Planning, Wealth, Retirement, Financial Planning, Investments, Strategic Financial..., Risk Management, Insurance, Securities, Financial Services
Education
The University of Calgary 1986 — 1990
Bachelor of Arts (BA), Economics
Springbank High School 1984 — 1986
Okotoks
Okotoks
Assante Capital Management Ltd. 2007 - Present
Berkshire Securities Inc. 2000 - 2007
Investors Group 1993 - 2000
Skills
Wealth Management, Mutual Funds, Investment Advisory, Retirement Planning, Wealth, Retirement, Financial Planning, Investments, Strategic Financial..., Risk Management, Insurance, Securities, Financial Services
Education
The University of Calgary 1986 — 1990
Bachelor of Arts (BA), Economics
Springbank High School 1984 — 1986
Okotoks
Okotoks
Sudeshna Pal's Investors Group Experience June 2014 - Present
Job Accounting Professional
Industry Accounting
Experience
Investors Group June 2014 - Present
Investors Group June 2014 - 2014
Skills
Payroll, Account Reconciliation, Payroll Taxes, General Ledger, Tax, Accounts Receivable
Education
University of Calcutta
Bachelor's degree, Science
Investors Group June 2014 - Present
Investors Group June 2014 - 2014
Skills
Payroll, Account Reconciliation, Payroll Taxes, General Ledger, Tax, Accounts Receivable
Education
University of Calcutta
Bachelor's degree, Science
Monica Conlon's Investors Group Experience August 1997 - December 2001
Job Business Development Manager, SysGen Solutions Group
Industry Information Technology and Services
Experience
SysGen Solutions Group October 2014 - Present
TPI Sherwood Park Travel July 2011 - Present
Mutsuddi Consulting Inc. April 2013 - September 2014
Executrade – Your Recruitment Specialists April 2007 - February 2010
Investors Group August 1997 - December 2001
Skills
Tourism, Business Development, Manage Client..., New Client Generation, Establish & Maintain..., Establishing New..., Account Management, Sales Presentations, Consulting, Management Consulting, Cold Calling, Building Relationships, CRM, Customer Retention, Leadership, Management, Contract Negotiation, New Business Development, Strategic Planning, B2B, Sales, Employee Relations, Team Leadership, Talent Acquisition
Education
University of Alberta
Bachelor of Commerce (B.Com.)
University of Alberta
Bachelor of Education (BEd), Business
SysGen Solutions Group October 2014 - Present
TPI Sherwood Park Travel July 2011 - Present
Mutsuddi Consulting Inc. April 2013 - September 2014
Executrade – Your Recruitment Specialists April 2007 - February 2010
Investors Group August 1997 - December 2001
Skills
Tourism, Business Development, Manage Client..., New Client Generation, Establish & Maintain..., Establishing New..., Account Management, Sales Presentations, Consulting, Management Consulting, Cold Calling, Building Relationships, CRM, Customer Retention, Leadership, Management, Contract Negotiation, New Business Development, Strategic Planning, B2B, Sales, Employee Relations, Team Leadership, Talent Acquisition
Education
University of Alberta
Bachelor of Commerce (B.Com.)
University of Alberta
Bachelor of Education (BEd), Business
Mayba Barry's Investors Group Experience May 2005 - May 2007
Job Account manager at GBC Canada
Industry Consumer Goods
Experience
GBC Canada May 2007 - Present
Investors Group May 2005 - May 2007
OfficeMax Grand & Toy June 1979 - October 2005
Skills
Account Management, Sales Management, Key Account Management, Sales, New Business Development, Sales Operations, Direct Sales, B2B, Negotiation, Sales Process
Education
University of Manitoba 1974 — 1979
Bachelor of Science (BS), Miocrobiology
Murdoch Mackay Collegiate 1971 — 1974
High School Diploma
GBC Canada May 2007 - Present
Investors Group May 2005 - May 2007
OfficeMax Grand & Toy June 1979 - October 2005
Skills
Account Management, Sales Management, Key Account Management, Sales, New Business Development, Sales Operations, Direct Sales, B2B, Negotiation, Sales Process
Education
University of Manitoba 1974 — 1979
Bachelor of Science (BS), Miocrobiology
Murdoch Mackay Collegiate 1971 — 1974
High School Diploma
Janet Sinclair's Investors Group Experience January 2015 - Present
Job Director,Operations Services at Investors Group
Industry Financial Services
Experience
Investors Group January 2015 - Present
Investors Group Financial Services Inc. January 2011 - December 2014
Celero Solutions June 2000 - October 2010
Skills
Operations Management, Change Management, Vendor Management, Business Process..., Integration, Management, IT Strategy, Business Process, Team Leadership, Strategic Planning, Client Relations, Client Services, Customer Relations
Education
University of Manitoba 1981 — 1985
Bachelor of Human Ecology, Family Finance & Business Admin
Investors Group January 2015 - Present
Investors Group Financial Services Inc. January 2011 - December 2014
Celero Solutions June 2000 - October 2010
Skills
Operations Management, Change Management, Vendor Management, Business Process..., Integration, Management, IT Strategy, Business Process, Team Leadership, Strategic Planning, Client Relations, Client Services, Customer Relations
Education
University of Manitoba 1981 — 1985
Bachelor of Human Ecology, Family Finance & Business Admin
Vladimir Soriano's Investors Group Experience July 2002 - July 2004
Job Financial Services Professional
Industry Financial Services
Experience
Conifer Financial Services June 2011 - Present
1861 Capital Management September 2006 - December 2010
Citi Hedge Fund Services August 2004 - August 2006
Investors Group July 2002 - July 2004
Skills
Fund Accounting, Financial Accounting, Leadership, Project Management, Financial Analysis, Account Management, Bloomberg, Microsoft Office, Data Conversion, Hedge Funds, Mutual Funds, Finance, Equities, Fixed Income, Financial Services, Accounting, Investments
Education
University of Manitoba 1998 — 2002
Bachelor of Commerce, Finance & International Business
University of Manitoba 1994 — 1998
Bachelor of Science, Microbiology
Conifer Financial Services June 2011 - Present
1861 Capital Management September 2006 - December 2010
Citi Hedge Fund Services August 2004 - August 2006
Investors Group July 2002 - July 2004
Skills
Fund Accounting, Financial Accounting, Leadership, Project Management, Financial Analysis, Account Management, Bloomberg, Microsoft Office, Data Conversion, Hedge Funds, Mutual Funds, Finance, Equities, Fixed Income, Financial Services, Accounting, Investments
Education
University of Manitoba 1998 — 2002
Bachelor of Commerce, Finance & International Business
University of Manitoba 1994 — 1998
Bachelor of Science, Microbiology
Jamie Yeung's Investors Group Experience September 2013 - December 2013
Job RBC Investor & Treasury Services Customer Contact Representative
Industry Financial Services
Experience
RBC Investor & Treasury Services November 2014 - Present
Investors Group September 2013 - December 2013
Canada Revenue Agency May 2013 - August 2013
Skills
Research, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Teamwork, Analysis, Financial Analysis, Accounting, Team Leadership, Finance, Leadership, Public Speaking, Time Management
Education
KEDGE Business School 2014 — 2014
University of Ottawa 2010 — 2014
Bachelor of Commerce (BCom), Finance, General
RBC Investor & Treasury Services November 2014 - Present
Investors Group September 2013 - December 2013
Canada Revenue Agency May 2013 - August 2013
Skills
Research, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Teamwork, Analysis, Financial Analysis, Accounting, Team Leadership, Finance, Leadership, Public Speaking, Time Management
Education
KEDGE Business School 2014 — 2014
University of Ottawa 2010 — 2014
Bachelor of Commerce (BCom), Finance, General
Aïcha Myriam Coulibaly's Investors Group Experience May 2013 - July 2013
Job Gestion et organisation
Industry International Trade and Development
Experience
uOttawa September 2015 - Present
Value Village August 2013 - August 2014
Investors Group May 2013 - July 2013
Union des Assurances du Burkina Faso April 2007 - April 2007
Skills
French, Microsoft Office, Analysis, English, Financial Analysis, Business Strategy, Research, Microsoft Excel, Project Management, Leadership, Customer Service, Marketing Strategy
Education
Université d'Ottawa 2014 — 2016
Master in International and Public Affairs, Affaires publiques et internationales
Université de Geneve 2012 — 2012
Bachelor of Commerce (B.Com.), International Relations and Affairs
Université d'Ottawa 2009 — 2012
Bachelor, International Management
Lycée français Saint-Exupéry 2002 — 2009
Baccalauréat de fin de secondaire, Série Sciences Économiques et Sociales spécialisation en Anglais
uOttawa September 2015 - Present
Value Village August 2013 - August 2014
Investors Group May 2013 - July 2013
Union des Assurances du Burkina Faso April 2007 - April 2007
Skills
French, Microsoft Office, Analysis, English, Financial Analysis, Business Strategy, Research, Microsoft Excel, Project Management, Leadership, Customer Service, Marketing Strategy
Education
Université d'Ottawa 2014 — 2016
Master in International and Public Affairs, Affaires publiques et internationales
Université de Geneve 2012 — 2012
Bachelor of Commerce (B.Com.), International Relations and Affairs
Université d'Ottawa 2009 — 2012
Bachelor, International Management
Lycée français Saint-Exupéry 2002 — 2009
Baccalauréat de fin de secondaire, Série Sciences Économiques et Sociales spécialisation en Anglais
Fouad Elassal's Investors Group Experience December 2003 - May 2005
Job Track Surfacing Engineering at CN
Industry Civil Engineering
Experience
Fidzo Holdings Inc Track Surfacing EngineeringCN2009 - Present
Investors Group December 2003 - May 2005
Manitoba Public Insurance October 2001 - December 2004
Skills
PMBOK, Operations Management, Railway, Project Planning, Rail, Contract Management, Procurement, Analysis, Business Analysis, Microsoft Office, Project Management, Microsoft Project, SAP, ERP, Primavera P6, Project Control
Education
University of Manitoba 1997 — 2001
Bachelor of Applied Science (BASc), Computer Science
Fidzo Holdings Inc Track Surfacing EngineeringCN2009 - Present
Investors Group December 2003 - May 2005
Manitoba Public Insurance October 2001 - December 2004
Skills
PMBOK, Operations Management, Railway, Project Planning, Rail, Contract Management, Procurement, Analysis, Business Analysis, Microsoft Office, Project Management, Microsoft Project, SAP, ERP, Primavera P6, Project Control
Education
University of Manitoba 1997 — 2001
Bachelor of Applied Science (BASc), Computer Science
Vuk Filipic's Investors Group Experience May 2012 - September 2012
Job Architecture Student at University of Calgary
Industry Architecture & Planning
Experience
Investors Group May 2012 - September 2012
IAW e.V. Industrie- und Automobilregion Westsachsen September 2011 - December 2011
Skills
Financial Modeling, Microsoft Excel, Risk Management, Strategic Financial..., Bloomberg, Leadership, Excel, Cultural Awareness, Politics, Trading Strategies, Research, Financial Markets, Venture Financing, International Finance, Political Philosophy, International Political..., Political Research, Arts, Humanities, Attention To Detail, Financial Research, Adobe Creative Suite, Rhino 3D, SketchUp, AutoCAD, Building Science
Education
The University of Calgary 2013 — 2016
Master of Architecture (M.Arch.), Environmental Design
The University of Calgary 2008 — 2013
Bachelor of Commerce, Finance, Political Science
Investors Group May 2012 - September 2012
IAW e.V. Industrie- und Automobilregion Westsachsen September 2011 - December 2011
Skills
Financial Modeling, Microsoft Excel, Risk Management, Strategic Financial..., Bloomberg, Leadership, Excel, Cultural Awareness, Politics, Trading Strategies, Research, Financial Markets, Venture Financing, International Finance, Political Philosophy, International Political..., Political Research, Arts, Humanities, Attention To Detail, Financial Research, Adobe Creative Suite, Rhino 3D, SketchUp, AutoCAD, Building Science
Education
The University of Calgary 2013 — 2016
Master of Architecture (M.Arch.), Environmental Design
The University of Calgary 2008 — 2013
Bachelor of Commerce, Finance, Political Science
Kris Busby's Investors Group Experience September 2014 - Present
Job Consultant at Investors Group
Industry Writing and Editing
Experience
Investors Group September 2014 - Present
L April 2014 - September 2014
Great-West Life April 2013 - December 2013
Tavern United April 2012 - April 2013
Radisson Downtown Winnipeg October 2009 - July 2011
The Don Restaurant March 2010 - November 2010
Stella's Café and Bakery November 2007 - August 2009
Department of National Defence September 2004 - September 2008
Garda Winnipeg MB February 2007 - June 2007
Zellers Polo June 2001 - September 2003
Skills
Research, Training
Education
University of Manitoba 2004 — 2006
Certificate, Quality Systems and Management
Gordon Bell
Gordon Bell
Investors Group September 2014 - Present
L April 2014 - September 2014
Great-West Life April 2013 - December 2013
Tavern United April 2012 - April 2013
Radisson Downtown Winnipeg October 2009 - July 2011
The Don Restaurant March 2010 - November 2010
Stella's Café and Bakery November 2007 - August 2009
Department of National Defence September 2004 - September 2008
Garda Winnipeg MB February 2007 - June 2007
Zellers Polo June 2001 - September 2003
Skills
Research, Training
Education
University of Manitoba 2004 — 2006
Certificate, Quality Systems and Management
Gordon Bell
Gordon Bell
Jim Thiessen's Investors Group Experience January 1999 - May 2002
Job Certified Financial Planner at National Bank of Canada
Industry Financial Services
Experience
National Bank of Canada April 2009 - Present
Lawton Partners Financial Planning Services May 2002 - April 2009
Investors Group January 1999 - May 2002
Skills
Building Relationships, Investments, Estate Planning, Personal Finance, Retirement Planning, Tax, Financial Goals, Certified Financial..., Income Protection, Mutual Funds, Wealth Management, Investment Advisory, Investment Strategies, Wealth, Financial Advisory, Relationship Management, Retirement, Banking, Mortgage Lending
Education
University of Manitoba 1975 — 1979
Bachelor of Commerce (B.Com.), Marketing
St. Paul's High School 1973 — 1974
Silver Heights High School 1971 — 1973
National Bank of Canada April 2009 - Present
Lawton Partners Financial Planning Services May 2002 - April 2009
Investors Group January 1999 - May 2002
Skills
Building Relationships, Investments, Estate Planning, Personal Finance, Retirement Planning, Tax, Financial Goals, Certified Financial..., Income Protection, Mutual Funds, Wealth Management, Investment Advisory, Investment Strategies, Wealth, Financial Advisory, Relationship Management, Retirement, Banking, Mortgage Lending
Education
University of Manitoba 1975 — 1979
Bachelor of Commerce (B.Com.), Marketing
St. Paul's High School 1973 — 1974
Silver Heights High School 1971 — 1973
Kindle Blythe's Investors Group Experience September 2014 - Present
Job Associate Financial Consultant at Investors Group
Industry Financial Services
Experience
Investors Group September 2014 - Present
Investors Group August 2012 - August 2014
The Keg Steakhouse and Bar 2009 - 2011
North Shore Credit Union 2006 - 2007
Education
The University of Calgary 2007 — 2012
Economics
Investors Group September 2014 - Present
Investors Group August 2012 - August 2014
The Keg Steakhouse and Bar 2009 - 2011
North Shore Credit Union 2006 - 2007
Education
The University of Calgary 2007 — 2012
Economics
Capital Careers's Investors Group Experience 1997 - Present
Job Recruiting Assistant at Investors Group
Industry Financial Services
Experience
Investors Group 1997 - Present
Education
University of Alberta
Bachelor of Science (BSc)
Investors Group 1997 - Present
Education
University of Alberta
Bachelor of Science (BSc)
Dawit Kidane's Investors Group Experience May 2015 - September 2015
Job Operations Coordinator at Rodair International Ltd.
Industry Accounting
Experience
Rodair International Ltd. September 2015 - Present
Investors Group May 2015 - September 2015
University of Guelph - Alumni house September 2014 - May 2015
University of Guelph September 2013 - April 2015
Ontario Public Service September 2013 - May 2014
University of Guelph April 2013 - September 2013
Kognitive Marketing August 2011 - September 2012
Education
University of Guelph 2011 — 2015
Bachelor’s Degree, Accounting and Finance
Rodair International Ltd. September 2015 - Present
Investors Group May 2015 - September 2015
University of Guelph - Alumni house September 2014 - May 2015
University of Guelph September 2013 - April 2015
Ontario Public Service September 2013 - May 2014
University of Guelph April 2013 - September 2013
Kognitive Marketing August 2011 - September 2012
Education
University of Guelph 2011 — 2015
Bachelor’s Degree, Accounting and Finance
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management