Investors Group Financial Services Inc.
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Investors Group Financial Services Inc. Employees
Employee
Years
Job
Industry
Ray Dietz Ray Dietz's Investors Group Financial Services Inc. Experience 2009 - 2010
Job Marketing Manager at Anthem Properties Group
Industry Real Estate
Experience
Anthem Properties Group March 2015 - Present
Vesta Properties November 2013 - March 2015
Ledingham McAllister September 2013 - November 2013
Vesta Properties October 2012 - September 2013
TheKey.com October 2011 - October 2012
TheKey.com July 2011 - October 2012
Onni Group of Companies March 2011 - July 2011
American Marketing Association September 2010 - June 2011
Investors Group Financial Services Inc. 2009 - 2010
Skills
Advertising, Marketing, Social Media Marketing, Email Marketing, Social Media, Marketing Strategy, Marketing Management, Graphic Design, Marketing Communications, Event Management, Direct Marketing, Project Management, Integrated Marketing, Public Relations, Real Estate, Trade Shows, Sales, Media Planning, Real Estate Marketing, Project Planning, Event Planning, Blogging, Creative Direction, Budgeting, Department Management, Analytics, Townhomes, Single Family Homes, Basic HTML, Adobe Creative Suite, Lasso, WordPress
Education
British Columbia Institute of Technology 2013 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
British Columbia Institute of Technology 2009 — 2011
Marketing Management, Communications
Douglas College 2005 — 2008
Business & Commerce
Anthem Properties Group March 2015 - Present
Vesta Properties November 2013 - March 2015
Ledingham McAllister September 2013 - November 2013
Vesta Properties October 2012 - September 2013
TheKey.com October 2011 - October 2012
TheKey.com July 2011 - October 2012
Onni Group of Companies March 2011 - July 2011
American Marketing Association September 2010 - June 2011
Investors Group Financial Services Inc. 2009 - 2010
Skills
Advertising, Marketing, Social Media Marketing, Email Marketing, Social Media, Marketing Strategy, Marketing Management, Graphic Design, Marketing Communications, Event Management, Direct Marketing, Project Management, Integrated Marketing, Public Relations, Real Estate, Trade Shows, Sales, Media Planning, Real Estate Marketing, Project Planning, Event Planning, Blogging, Creative Direction, Budgeting, Department Management, Analytics, Townhomes, Single Family Homes, Basic HTML, Adobe Creative Suite, Lasso, WordPress
Education
British Columbia Institute of Technology 2013 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
British Columbia Institute of Technology 2009 — 2011
Marketing Management, Communications
Douglas College 2005 — 2008
Business & Commerce
Elizabeth Lipsz Elizabeth Lipsz's Investors Group Financial Services Inc. Experience January 2014 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. January 2014 - Present
Experion Group 2012 - 2014
BluHorizons Inc. June 2012 - December 2013
The Osborne Group January 2013 - June 2013
Spa Savanna May 2005 - June 2012
Leabrooke Inc. 1984 - 1998
Skills
Business Planning, Manufacturing, Management, Entrepreneurship, Business Development, Retail, Budgets, Business Strategy, Lean Manufacturing, Business Services, Iso 9000, Marketing, Tax Planning, Quality Management, Lean Thinking, Execution of Business..., Interim Management..., Program Management, General Business..., Job Costing, Finance, Financial Analysis, Business Analysis, Product Development, Supply Chain Management, Executive Coaching, Training, Team Building, Negotiation, Organizational..., Email Marketing, Team Leadership, Process Improvement, Employee Training, Due Diligence, Leadership Development, Organizational Design, Operations Management, Accounting, Governance, Contract Negotiation, Mutual Funds
Education
Ontario CMA Prep 2013 — 2013
CPA prep
McGill University 1980 — 1982
MBA
McGill University 1974 — 1979
Bachelor of Arts (BA)
Concordia University 1985 — 1987
Bachelor of Arts (B.A.) Incomplete
Investors Group Financial Services Inc. January 2014 - Present
Experion Group 2012 - 2014
BluHorizons Inc. June 2012 - December 2013
The Osborne Group January 2013 - June 2013
Spa Savanna May 2005 - June 2012
Leabrooke Inc. 1984 - 1998
Skills
Business Planning, Manufacturing, Management, Entrepreneurship, Business Development, Retail, Budgets, Business Strategy, Lean Manufacturing, Business Services, Iso 9000, Marketing, Tax Planning, Quality Management, Lean Thinking, Execution of Business..., Interim Management..., Program Management, General Business..., Job Costing, Finance, Financial Analysis, Business Analysis, Product Development, Supply Chain Management, Executive Coaching, Training, Team Building, Negotiation, Organizational..., Email Marketing, Team Leadership, Process Improvement, Employee Training, Due Diligence, Leadership Development, Organizational Design, Operations Management, Accounting, Governance, Contract Negotiation, Mutual Funds
Education
Ontario CMA Prep 2013 — 2013
CPA prep
McGill University 1980 — 1982
MBA
McGill University 1974 — 1979
Bachelor of Arts (BA)
Concordia University 1985 — 1987
Bachelor of Arts (B.A.) Incomplete
Janet Gray Janet Gray's Investors Group Financial Services Inc. Experience October 2001 - July 2014
Job Money Coach/ Financial Planner at Money Coaches Canada Inc.
Industry Financial Services
Experience
Money Coaches Canada Inc. July 2014 - Present
CARP Ottawa 2008 - Present
Orleans Women's Business Connections 2001 - Present
Orleans Chamber of Commerce 2001 - Present
Investors Group Financial Services Inc. October 2001 - July 2014
Serving Seniors/ Boomers and Beyond Expo 2007 - 2009
Ottawa Women's Canadian Club 2004 - 2009
You Deserve It! 2003 - 2008
Revlon Canada 1990 - 2000
Skills
Money management, Personal Financial..., Coaching, Cash flow and debt..., Working with Business..., Retirement Planning, Sales, Public Speaking, Small Business, Project Planning, Entrepreneurship, Strategic Planning, Leadership, Strategic Financial..., Marketing Strategy, Estate Planning, Fundraising, Social Media, Customer Service, Public Relations, Business Planning, Financial Planners, Social Networking, Leadership Development, Event Planning, Marketing, Team Building, Real Estate, Team Leadership, Nonprofits, Budgets
Education
University of Ottawa 1983 — 1986
Cert B. Admin, Business Administration
Carleton University 1977 — 1983
BA, French Major, German minor
Colonel By SS 1974 — 1977
Money Coaches Canada Inc. July 2014 - Present
CARP Ottawa 2008 - Present
Orleans Women's Business Connections 2001 - Present
Orleans Chamber of Commerce 2001 - Present
Investors Group Financial Services Inc. October 2001 - July 2014
Serving Seniors/ Boomers and Beyond Expo 2007 - 2009
Ottawa Women's Canadian Club 2004 - 2009
You Deserve It! 2003 - 2008
Revlon Canada 1990 - 2000
Skills
Money management, Personal Financial..., Coaching, Cash flow and debt..., Working with Business..., Retirement Planning, Sales, Public Speaking, Small Business, Project Planning, Entrepreneurship, Strategic Planning, Leadership, Strategic Financial..., Marketing Strategy, Estate Planning, Fundraising, Social Media, Customer Service, Public Relations, Business Planning, Financial Planners, Social Networking, Leadership Development, Event Planning, Marketing, Team Building, Real Estate, Team Leadership, Nonprofits, Budgets
Education
University of Ottawa 1983 — 1986
Cert B. Admin, Business Administration
Carleton University 1977 — 1983
BA, French Major, German minor
Colonel By SS 1974 — 1977
Mitchell McLean, CFP, RRC's Investors Group Financial Services Inc. Experience July 2006 - Present
Job
Industry Financial Services
Experience
Investors Group Financial Services Inc. July 2006 - Present
Investors Group Financial Services Inc. July 2006 - Present
Skills
Wealth Management, Income Tax, Retirement Planning, Estate Planning, Retirement, Investment Strategies, Life Insurance, Investments, Small Business, Disability Insurance, Strategic Financial..., Financial Planners, Tax, Wealth, Finance, Financial Planning, Portfolio Management, Insurance, Strategic Planning
Education
Financial Planning Standards Council 2010 — 2010
CFP, Retirement Planning, Investment Planning, Tax Planning, Estate Planning
University of Ottawa / Université d'Ottawa 2000 — 2006
BSoc, Sociology, Business
Algonquin College of Applied Arts and Technology 1999 — 2000
Investors Group Financial Services Inc. July 2006 - Present
Investors Group Financial Services Inc. July 2006 - Present
Skills
Wealth Management, Income Tax, Retirement Planning, Estate Planning, Retirement, Investment Strategies, Life Insurance, Investments, Small Business, Disability Insurance, Strategic Financial..., Financial Planners, Tax, Wealth, Finance, Financial Planning, Portfolio Management, Insurance, Strategic Planning
Education
Financial Planning Standards Council 2010 — 2010
CFP, Retirement Planning, Investment Planning, Tax Planning, Estate Planning
University of Ottawa / Université d'Ottawa 2000 — 2006
BSoc, Sociology, Business
Algonquin College of Applied Arts and Technology 1999 — 2000
Art Nersisyan Art Nersisyan's Investors Group Financial Services Inc. Experience May 2011 - October 2011
Job Senior Financial Advisor CIBC Imperial Service
Industry Banking
Experience
CIBC Imperial Service October 2014 - Present
CIBC February 2013 - October 2014
CIBC October 2011 - January 2013
Investors Group Financial Services Inc. May 2011 - October 2011
Education
Centennial College 2010 — 2011
Certificate, Financial Planning
American University of Armenia 1998 — 2000
MA, Political Science and International Affairs
"Progress" University 1995 — 1997
BS, Law
CIBC Imperial Service October 2014 - Present
CIBC February 2013 - October 2014
CIBC October 2011 - January 2013
Investors Group Financial Services Inc. May 2011 - October 2011
Education
Centennial College 2010 — 2011
Certificate, Financial Planning
American University of Armenia 1998 — 2000
MA, Political Science and International Affairs
"Progress" University 1995 — 1997
BS, Law
M. Kuthan Erginbilgic, MBA, CFP, CLU, RRC's Investors Group Financial Services Inc. Experience August 2012 - Present
Job Financial Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. August 2012 - Present
Skills
Strategy, Investments, Strategic Financial..., Retirement Planning, Portfolio Management, Tax Planning, Estate Planning, Personal Financial..., Family Financial..., Financial Analysis, Finance, Insurance, Risk Management, Mutual Funds, Financial Advisory, Investment Advisory, Life Insurance, Insurance Planning, Investment Planning, Financial Services, Financial Planning
Education
University of Wisconsin-Milwaukee 1980 — 1982
Master of Business Administration (M.B.A.), Finance
Boğaziçi University 1976 — 1979
B.A., Business Administration
Robert College 1971 — 1975
Investors Group Financial Services Inc. August 2012 - Present
Skills
Strategy, Investments, Strategic Financial..., Retirement Planning, Portfolio Management, Tax Planning, Estate Planning, Personal Financial..., Family Financial..., Financial Analysis, Finance, Insurance, Risk Management, Mutual Funds, Financial Advisory, Investment Advisory, Life Insurance, Insurance Planning, Investment Planning, Financial Services, Financial Planning
Education
University of Wisconsin-Milwaukee 1980 — 1982
Master of Business Administration (M.B.A.), Finance
Boğaziçi University 1976 — 1979
B.A., Business Administration
Robert College 1971 — 1975
Sana Qadri Sana Qadri's Investors Group Financial Services Inc. Experience 2011 - Present
Job HR at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. 2011 - Present
Skills
Human Resources, Succession Planning, Recruiting, Team Leadership, Management, Employee Benefits, Customer Service, Teamwork, Coaching, Leadership, Sourcing, Talent Acquisition
Education
Concordia University
Human Resources
Investors Group Financial Services Inc. 2011 - Present
Skills
Human Resources, Succession Planning, Recruiting, Team Leadership, Management, Employee Benefits, Customer Service, Teamwork, Coaching, Leadership, Sourcing, Talent Acquisition
Education
Concordia University
Human Resources
Mohamad Rachad Charbaji, MBA, NHA Mohamad Rachad Charbaji, MBA, NHA's Investors Group Financial Services Inc. Experience March 2001 - August 2002
Job NHA, Operations and Financial Management at Pioneer Healthcare Management
Industry Hospital & Health Care
Experience
Sava Senior Care November 2013 - March 2014
Pioneer Healthcare Management January 2013 - September 2013
Ciena Healthcare Managment Inc. March 2006 - October 2012
Investors Group Financial Services Inc. March 2001 - August 2002
Libano Suisse June 1996 - July 1997
MedNet May 1995 - May 1996
Arab Universal October 1990 - May 1995
Skills
Computer, Analysis, Microsoft Office, Arabic, Healrthcare Managment, Leadership, Training, Healthcare Management, Healthcare, Insurance, Policy, Medicare, Payroll, Management, Customer Service, Program Management, Medicaid, Administration, Development, Hospitals, Physician Relations, Long-term Care, Healthcare Consulting, Healthcare Industry, Elder Care, Quality Improvement, Human Resources, Home Care, Managed Care, HIPAA, Clinical Research, Finance, Healthcare Information..., Team Building, Budgets, Strategic Planning
Education
HCAM 2013 — 2014
Leadership
Dalhousie University 2002 — 2004
MBA FS, Finance
Institute of Canadian Bankers 2002 — 2002
Diploma, Personal Finance
McGill University 2001 — 2002
Graduate certificate, Leadership
LOMA 2001 — 2001
Certificate, Life Insurance and Employee Benefits Underwriting
New Horizons 2000 — 2000
MCSE MCP+I, Windows NT 4.0
LOMA 1995 — 1995
Certificate, Life and Health Insurance
American University of Beirut 1986 — 1990
BBA, Bachelor of Business Administration
Lycée Abdel kader 1975 — 1986
Bacc., Baccaloréat
Sava Senior Care November 2013 - March 2014
Pioneer Healthcare Management January 2013 - September 2013
Ciena Healthcare Managment Inc. March 2006 - October 2012
Investors Group Financial Services Inc. March 2001 - August 2002
Libano Suisse June 1996 - July 1997
MedNet May 1995 - May 1996
Arab Universal October 1990 - May 1995
Skills
Computer, Analysis, Microsoft Office, Arabic, Healrthcare Managment, Leadership, Training, Healthcare Management, Healthcare, Insurance, Policy, Medicare, Payroll, Management, Customer Service, Program Management, Medicaid, Administration, Development, Hospitals, Physician Relations, Long-term Care, Healthcare Consulting, Healthcare Industry, Elder Care, Quality Improvement, Human Resources, Home Care, Managed Care, HIPAA, Clinical Research, Finance, Healthcare Information..., Team Building, Budgets, Strategic Planning
Education
HCAM 2013 — 2014
Leadership
Dalhousie University 2002 — 2004
MBA FS, Finance
Institute of Canadian Bankers 2002 — 2002
Diploma, Personal Finance
McGill University 2001 — 2002
Graduate certificate, Leadership
LOMA 2001 — 2001
Certificate, Life Insurance and Employee Benefits Underwriting
New Horizons 2000 — 2000
MCSE MCP+I, Windows NT 4.0
LOMA 1995 — 1995
Certificate, Life and Health Insurance
American University of Beirut 1986 — 1990
BBA, Bachelor of Business Administration
Lycée Abdel kader 1975 — 1986
Bacc., Baccaloréat
Bram Christiaanse, CFP Bram Christiaanse, CFP's Investors Group Financial Services Inc. Experience 1996 - 1999
Job Financial Planner, Investment and Retirement Planning at RBC
Industry Financial Services
Experience
RBC 2012 - Present
HomEquity Bank, formerly Canadian Home Income Plan Corporation (CHIP) 2001 - 2012
Independent Order of Foresters 2000 - 2001
CIBC 1999 - 2000
Investors Group Financial Services Inc. 1996 - 1999
Vancouver Capital Corporation 1994 - 1996
International Investment Properties 1993 - 1995
Royal Trust 1993 - 1993
Kirk Capital Corporation 1992 - 1993
Skills
Investment Advisory, Portfolio Management, Strategic Planning, Investment Strategies, Financial Advisory, Securities, Leadership, Retirement, Asset Managment, Finance, Asset Allocation, Wealth Management..., Retirement Savings, High Net Worth..., Asset Management, Relationship Management, Mortgage Marketing, Sales, Management
Education
Iva Driebergen 1986 — 1988
RBC 2012 - Present
HomEquity Bank, formerly Canadian Home Income Plan Corporation (CHIP) 2001 - 2012
Independent Order of Foresters 2000 - 2001
CIBC 1999 - 2000
Investors Group Financial Services Inc. 1996 - 1999
Vancouver Capital Corporation 1994 - 1996
International Investment Properties 1993 - 1995
Royal Trust 1993 - 1993
Kirk Capital Corporation 1992 - 1993
Skills
Investment Advisory, Portfolio Management, Strategic Planning, Investment Strategies, Financial Advisory, Securities, Leadership, Retirement, Asset Managment, Finance, Asset Allocation, Wealth Management..., Retirement Savings, High Net Worth..., Asset Management, Relationship Management, Mortgage Marketing, Sales, Management
Education
Iva Driebergen 1986 — 1988
Ed Bootle's Investors Group Financial Services Inc. Experience 2005 - Present
Job Principal / Senior Financial Consultant
Industry Financial Services
Experience
Bootle & Associates Private Wealth Management November 2014 - Present
Investors Group Financial Services Inc. 2005 - Present
MacEwan University 2011 - 2015
Department of National Defence 1991 - 2009
Fidelity Investments 2005 - 2006
Investors Group Securities Inc. 2000 - 2005
TD Evergreen 1997 - 2000
Skills
Financial Planning, Investment Strategies, Retirement Planning, Estate Planning, Insurance Planning, Investments, Debt Managment, Health & Dental Benefits, Groupp RRSP Plans, Pension Plans, Financial Planners, Strategic Financial..., Wealth Management, Insurance, Securities, Finance, Portfolio Management, Risk Management, Equities, Pension Funds, Financial Advisory, Alternative Investments, Asset Management, Mutual Funds, Wealth, Retirement, Wealth Accumulation, Pensions, Financial Analysis, Investment Advisory, Financial Services
Education
University of Manitoba
Commerce
MacEwan University
Management Studies Diploma
Athabasca University 1996 — 1997
Bachelors of Business Administration, Business Administration and Management, General
Canadian Securities Institute
Canadian Securities Course / Professional Financial Planner Course, Investments and Securities
Financial Planning Standards Council
Certified Financial Planner (CFP), Tax Planning, Investments, Estate Planning, Debt Management, Insurance
Bootle & Associates Private Wealth Management November 2014 - Present
Investors Group Financial Services Inc. 2005 - Present
MacEwan University 2011 - 2015
Department of National Defence 1991 - 2009
Fidelity Investments 2005 - 2006
Investors Group Securities Inc. 2000 - 2005
TD Evergreen 1997 - 2000
Skills
Financial Planning, Investment Strategies, Retirement Planning, Estate Planning, Insurance Planning, Investments, Debt Managment, Health & Dental Benefits, Groupp RRSP Plans, Pension Plans, Financial Planners, Strategic Financial..., Wealth Management, Insurance, Securities, Finance, Portfolio Management, Risk Management, Equities, Pension Funds, Financial Advisory, Alternative Investments, Asset Management, Mutual Funds, Wealth, Retirement, Wealth Accumulation, Pensions, Financial Analysis, Investment Advisory, Financial Services
Education
University of Manitoba
Commerce
MacEwan University
Management Studies Diploma
Athabasca University 1996 — 1997
Bachelors of Business Administration, Business Administration and Management, General
Canadian Securities Institute
Canadian Securities Course / Professional Financial Planner Course, Investments and Securities
Financial Planning Standards Council
Certified Financial Planner (CFP), Tax Planning, Investments, Estate Planning, Debt Management, Insurance
Diana Nicorescu's Investors Group Financial Services Inc. Experience May 2014 - Present
Job Consultant Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. May 2014 - Present
Skills
Financial Planning, Investments, Risk Management, Retirement Planning, Estate Planning, Finance, Insurance, Teaching, Public Speaking, Research, Curriculum Development, Bilingual, Client Rapport, Training, Business English, Mutual Funds, Manage Client..., Financial Services, Portfolio Management, Financial Advisory, Wealth Management, Retirement, Small Business
Education
Universitatea Creștină „Dimitrie Cantemir” din București 2008 — 2011
Bachelor of Arts (B.A.), Foreign Languages, Literatures, and Linguistics English and Arabic
University of Bucharest 2005 — 2008
Investors Group Financial Services Inc. May 2014 - Present
Skills
Financial Planning, Investments, Risk Management, Retirement Planning, Estate Planning, Finance, Insurance, Teaching, Public Speaking, Research, Curriculum Development, Bilingual, Client Rapport, Training, Business English, Mutual Funds, Manage Client..., Financial Services, Portfolio Management, Financial Advisory, Wealth Management, Retirement, Small Business
Education
Universitatea Creștină „Dimitrie Cantemir” din București 2008 — 2011
Bachelor of Arts (B.A.), Foreign Languages, Literatures, and Linguistics English and Arabic
University of Bucharest 2005 — 2008
Lani Wang Lani Wang's Investors Group Financial Services Inc. Experience April 2011 - August 2011
Job Financial Service Representative at TD
Industry Financial Services
Experience
TD May 2013 - August 2014
TD Bank Group January 2012 - May 2013
SFU Investment Club January 2011 - January 2012
Investors Group Financial Services Inc. April 2011 - August 2011
Skills
Investments, Finance, Event Planning, Sales, Portfolio Management, Customer Service, Research, Outlook, Small Business, Securities, Banking, Financial Analysis, Financial Services, Retail Banking, Mutual Funds, PowerPoint, Management
Education
Simon Fraser University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance & Marketing
State University of New York at Binghamton 2007 — 2008
TD May 2013 - August 2014
TD Bank Group January 2012 - May 2013
SFU Investment Club January 2011 - January 2012
Investors Group Financial Services Inc. April 2011 - August 2011
Skills
Investments, Finance, Event Planning, Sales, Portfolio Management, Customer Service, Research, Outlook, Small Business, Securities, Banking, Financial Analysis, Financial Services, Retail Banking, Mutual Funds, PowerPoint, Management
Education
Simon Fraser University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance & Marketing
State University of New York at Binghamton 2007 — 2008
Rebecca Wissink's Investors Group Financial Services Inc. Experience May 2011 - Present
Job Looking for new opportunities? We're Hiring!! Division Director at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. May 2011 - Present
State Farm Insurance April 2004 - April 2011
Skills
Estate Planning, Debt Consolidation, Financial Advisory, Risk Management, Investments, Insurance Advisory, Financial Planners, Employee Benefits, Insurance, Wealth Management, Small Business, Mutual Funds, Retirement, Insurance Brokerage, Wealth, Finance, Life Insurance, Retirement Planning, Budgets, Financial Planning
Education
ADHS
Algonquin College of Applied Arts and Technology
Public Relations
Investors Group Financial Services Inc. May 2011 - Present
State Farm Insurance April 2004 - April 2011
Skills
Estate Planning, Debt Consolidation, Financial Advisory, Risk Management, Investments, Insurance Advisory, Financial Planners, Employee Benefits, Insurance, Wealth Management, Small Business, Mutual Funds, Retirement, Insurance Brokerage, Wealth, Finance, Life Insurance, Retirement Planning, Budgets, Financial Planning
Education
ADHS
Algonquin College of Applied Arts and Technology
Public Relations
Natalie Goldring, RPR, CHRL Natalie Goldring, RPR, CHRL's Investors Group Financial Services Inc. Experience February 2015 - Present
Job Manager of Region Growth at Investors Group Financial Services Inc. Connecting people to a great career. Let's Talk!
Industry Financial Services
Experience
Career Minded Solutions August 2015 - Present
Investors Group Financial Services Inc. February 2015 - Present
HRPA Toronto Chapter Mentorship Program January 2015 - Present
Investors Group Financial Services Inc. April 2006 - February 2015
Mastermind Educational January 2000 - April 2006
Mastermind Educational September 1997 - January 2000
Skills
Full-cycle Recruiting, Sourcing, Candidate Screening, Interviewing, Cold Calling, Applicant Tracking..., Employee Hiring, Offer Letters, Career Transitions, Career Advising, Building Relationships, Business Relationship..., Internet Recruiting, Job Fairs, Sales Recruitment, Reference Checking, Employee Referral..., Training & Development, Resume Mining, Business Development, Career Opportunities, Recruitment Training, Career Changers, Professional Mentoring, Behavioral Interviewing, Recruitment Advertising, Coordinating Events, Structured Interviews, Recruiting, Screening Resumes, Interviews, Onboarding, Employee Engagement, workplace wellness, Screening, Customer Service, Leadership, Human Resources, Microsoft Office
Education
York University 2003 — 2004
Professional Certificate, Human Resources Management
York University 1998 — 2002
Honours Bachelor of Arts, Sociology
Centennial College 1995 — 1997
Diploma, Recreation and Leisure Services
Career Minded Solutions August 2015 - Present
Investors Group Financial Services Inc. February 2015 - Present
HRPA Toronto Chapter Mentorship Program January 2015 - Present
Investors Group Financial Services Inc. April 2006 - February 2015
Mastermind Educational January 2000 - April 2006
Mastermind Educational September 1997 - January 2000
Skills
Full-cycle Recruiting, Sourcing, Candidate Screening, Interviewing, Cold Calling, Applicant Tracking..., Employee Hiring, Offer Letters, Career Transitions, Career Advising, Building Relationships, Business Relationship..., Internet Recruiting, Job Fairs, Sales Recruitment, Reference Checking, Employee Referral..., Training & Development, Resume Mining, Business Development, Career Opportunities, Recruitment Training, Career Changers, Professional Mentoring, Behavioral Interviewing, Recruitment Advertising, Coordinating Events, Structured Interviews, Recruiting, Screening Resumes, Interviews, Onboarding, Employee Engagement, workplace wellness, Screening, Customer Service, Leadership, Human Resources, Microsoft Office
Education
York University 2003 — 2004
Professional Certificate, Human Resources Management
York University 1998 — 2002
Honours Bachelor of Arts, Sociology
Centennial College 1995 — 1997
Diploma, Recreation and Leisure Services
David Keppler's Investors Group Financial Services Inc. Experience February 2010 - Present
Job Division Director/Financial Advisor Focused on Wealth Management and Consultant Development; FPSC Level 1 Certificant
Industry Financial Services
Experience
Investors Group February 2013 - Present
Investors Group Financial Services Inc. February 2010 - Present
Business Over Breakfast February 2011 - February 2013
ATCO Structures & Logistics July 2008 - August 2009
Boston Pizza 2002 - 2008
The Edmonton Sun May 2007 - October 2007
Skills
Investment Advisory, Insurance Planning, Risk Management, Social Networking, Business Planning, Strategic Financial..., Succession Planning, Estate Planning, Business Networking, Financial Planners, Money, Investments, Strategy, Management, Business Development, Finance, Insurance, Wealth, Sales, Small Business, Financial Services, Analysis, Personal Finance, Time Management, Retirement Planning, Financial Planning
Education
Concordia University College of Alberta 2004 — 2007
Bachelor of Arts, English, Education, and History
Jasper Place 1999 — 2002
Investors Group February 2013 - Present
Investors Group Financial Services Inc. February 2010 - Present
Business Over Breakfast February 2011 - February 2013
ATCO Structures & Logistics July 2008 - August 2009
Boston Pizza 2002 - 2008
The Edmonton Sun May 2007 - October 2007
Skills
Investment Advisory, Insurance Planning, Risk Management, Social Networking, Business Planning, Strategic Financial..., Succession Planning, Estate Planning, Business Networking, Financial Planners, Money, Investments, Strategy, Management, Business Development, Finance, Insurance, Wealth, Sales, Small Business, Financial Services, Analysis, Personal Finance, Time Management, Retirement Planning, Financial Planning
Education
Concordia University College of Alberta 2004 — 2007
Bachelor of Arts, English, Education, and History
Jasper Place 1999 — 2002
Jesse Rubenovitch's Investors Group Financial Services Inc. Experience February 2004 - Present
Job Division Director at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. February 2004 - Present
Education
Concordia University
Finance
Investors Group Financial Services Inc. February 2004 - Present
Education
Concordia University
Finance
Pierre A. Thompson, MBA's Investors Group Financial Services Inc. Experience August 2011 - April 2012
Job Financial Services Professional
Industry Financial Services
Experience
Financialworks Canada Inc. September 2014 - Present
Invis July 2007 - Present
Kingsway Community Life Centre June 2012 - Present
The HopeWorks Connection March 2015 - Present
Legacy Capital April 2012 - September 2014
Investors Group Financial Services Inc. August 2011 - April 2012
Skills
Strategic Planning, Financial Planning, Team Leadership, Public Speaking, Investments, Business Strategy, Coaching, Retirement Planning, Strategic Financial..., Risk Management, Credit, Insurance, Analysis, Finance, Financial Services, Management, Small Business, Mortgage Lending, CRM, Banking, Selling, Marketing, Sales
Education
Niagara University 2010 — 2012
MBA, Strategic Management
Concordia University 2005 — 2010
BA, Political Science (Public Administration) & Business Administration
Financialworks Canada Inc. September 2014 - Present
Invis July 2007 - Present
Kingsway Community Life Centre June 2012 - Present
The HopeWorks Connection March 2015 - Present
Legacy Capital April 2012 - September 2014
Investors Group Financial Services Inc. August 2011 - April 2012
Skills
Strategic Planning, Financial Planning, Team Leadership, Public Speaking, Investments, Business Strategy, Coaching, Retirement Planning, Strategic Financial..., Risk Management, Credit, Insurance, Analysis, Finance, Financial Services, Management, Small Business, Mortgage Lending, CRM, Banking, Selling, Marketing, Sales
Education
Niagara University 2010 — 2012
MBA, Strategic Management
Concordia University 2005 — 2010
BA, Political Science (Public Administration) & Business Administration
Kyle Halajko, CFP, CLU Kyle Halajko, CFP, CLU's Investors Group Financial Services Inc. Experience April 2010 - April 2013
Job Branch Manager at National Bank of Canada
Industry Financial Services
Experience
National Bank of Canada April 2013 - Present
Investors Group Financial Services Inc. April 2010 - April 2013
Investors Group 2006 - April 2013
Skills
Leadership, Competitive Analysis, Investment Management, Business Development, Strategic Financial..., Sales Management
Education
Telfer School of Management at the University of Ottawa 2014 — 2016
Executive MBA program, Business Administration and Management
The Institute for Advanced Financial Education 2010 — 2012
CLU, Chartered Life Underwriter
Advocis - Financial Advisors association of Canada 2005 — 2006
CFP, Certified Financial Planner
Algonquin College of Applied Arts and Technology 2003 — 2006
Business Administration, Finance
University of Ottawa / Université d'Ottawa
National Bank of Canada April 2013 - Present
Investors Group Financial Services Inc. April 2010 - April 2013
Investors Group 2006 - April 2013
Skills
Leadership, Competitive Analysis, Investment Management, Business Development, Strategic Financial..., Sales Management
Education
Telfer School of Management at the University of Ottawa 2014 — 2016
Executive MBA program, Business Administration and Management
The Institute for Advanced Financial Education 2010 — 2012
CLU, Chartered Life Underwriter
Advocis - Financial Advisors association of Canada 2005 — 2006
CFP, Certified Financial Planner
Algonquin College of Applied Arts and Technology 2003 — 2006
Business Administration, Finance
University of Ottawa / Université d'Ottawa
Elizabeth Dykes's Investors Group Financial Services Inc. Experience May 2011 - August 2011
Job Inside Sales
Industry Financial Services
Experience
Bridgehouse Asset Managers February 2015 - Present
Standard Life September 2014 - February 2015
Dynamic Funds November 2013 - May 2014
Lève-Béton PurLift August 2012 - July 2013
Piscine & Spa Total Tech June 2012 - August 2012
Investors Group Financial Services Inc. May 2011 - August 2011
Exo Marketing Intégré June 2009 - August 2009
Moneris Solutions May 2009 - June 2009
Recherche Groupe Logit December 2006 - August 2008
Taylor Nelson Sofres 2005 - 2006
Skills
Adaptive, Team Leadership, Excel, PowerPoint, Autonomy, Teamwork, Market Research, Microsoft Excel, Marketing, Sales, Social Media, Training, French, Outlook, Microsoft Office, Project Management, Team Management, English, Customer Service, Leadership, Public Speaking, Coaching, Time Management, Marketing Communications, Budgets, Research, Microsoft Word, Social Networking
Education
Bishop's University 2008 — 2012
BBA, Finance & Management
Dawson College 2006 — 2008
Diplôme d'études collégiales, Social Science
Dawson College 2005 — 2006
1 year of, Electronic Engineering Technology
Dawson College 2004 — 2005
1 year of, Pure and Applied Sciences
Villa Maria 1999 — 2004
Secondary School Diploma
Canadian securities
Dalkeith
Bridgehouse Asset Managers February 2015 - Present
Standard Life September 2014 - February 2015
Dynamic Funds November 2013 - May 2014
Lève-Béton PurLift August 2012 - July 2013
Piscine & Spa Total Tech June 2012 - August 2012
Investors Group Financial Services Inc. May 2011 - August 2011
Exo Marketing Intégré June 2009 - August 2009
Moneris Solutions May 2009 - June 2009
Recherche Groupe Logit December 2006 - August 2008
Taylor Nelson Sofres 2005 - 2006
Skills
Adaptive, Team Leadership, Excel, PowerPoint, Autonomy, Teamwork, Market Research, Microsoft Excel, Marketing, Sales, Social Media, Training, French, Outlook, Microsoft Office, Project Management, Team Management, English, Customer Service, Leadership, Public Speaking, Coaching, Time Management, Marketing Communications, Budgets, Research, Microsoft Word, Social Networking
Education
Bishop's University 2008 — 2012
BBA, Finance & Management
Dawson College 2006 — 2008
Diplôme d'études collégiales, Social Science
Dawson College 2005 — 2006
1 year of, Electronic Engineering Technology
Dawson College 2004 — 2005
1 year of, Pure and Applied Sciences
Villa Maria 1999 — 2004
Secondary School Diploma
Canadian securities
Dalkeith
Daphne Heidecker Daphne Heidecker's Investors Group Financial Services Inc. Experience September 2010 - June 2011
Job Panel Administrator at Numeris
Industry Marketing and Advertising
Experience
Numeris March 2015 - Present
Numeris August 2014 - March 2015
BethCares November 2013 - April 2014
EvoBus Bohemia June 2013 - August 2013
Cote St Luc Animal Hospital October 2012 - June 2013
Investors Group Financial Services Inc. September 2010 - June 2011
AngloMania Language Center June 2011 - 2011
Skills
Microsoft Office, Teamwork, English, Research, French, Public Speaking, Teaching, SPSS, Travail d'équipe, Recherche, Microsoft Excel, Français, Microsoft Word, Leadership, Réseaux sociaux, PowerPoint, Social Media
Education
Concordia University 2010 — 2014
Bachelor of Arts (B.A.), Sociology, Human Relations
Anglo American School of Moscow
International Baccalaureate
Numeris March 2015 - Present
Numeris August 2014 - March 2015
BethCares November 2013 - April 2014
EvoBus Bohemia June 2013 - August 2013
Cote St Luc Animal Hospital October 2012 - June 2013
Investors Group Financial Services Inc. September 2010 - June 2011
AngloMania Language Center June 2011 - 2011
Skills
Microsoft Office, Teamwork, English, Research, French, Public Speaking, Teaching, SPSS, Travail d'équipe, Recherche, Microsoft Excel, Français, Microsoft Word, Leadership, Réseaux sociaux, PowerPoint, Social Media
Education
Concordia University 2010 — 2014
Bachelor of Arts (B.A.), Sociology, Human Relations
Anglo American School of Moscow
International Baccalaureate
Vanessa Chan, CFP's Investors Group Financial Services Inc. Experience March 2010 - Present
Job Financial Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. March 2010 - Present
HSBC Bank Canada October 2006 - February 2010
Skills
Portfolio Management, Investments, Finance, Insurance, Banking, Retirement Planning, Wealth Management, Personal Financial..., Estate Planning, Customer Service, Mutual Funds
Education
University of Toronto at Scarborough 2004 — 2007
Bachelor of Business Administration, Finance
Centennial College
Certificate in Financial Planning
Investors Group Financial Services Inc. March 2010 - Present
HSBC Bank Canada October 2006 - February 2010
Skills
Portfolio Management, Investments, Finance, Insurance, Banking, Retirement Planning, Wealth Management, Personal Financial..., Estate Planning, Customer Service, Mutual Funds
Education
University of Toronto at Scarborough 2004 — 2007
Bachelor of Business Administration, Finance
Centennial College
Certificate in Financial Planning
Han Zheng Han Zheng's Investors Group Financial Services Inc. Experience April 2015 - Present
Job Executive Assistant at Investors Group
Industry Human Resources
Experience
Investors Group Financial Services Inc. April 2015 - Present
Beijing Poly International August 2010 - August 2012
Qingdao University September 2005 - August 2010
Fudan University February 2004 - July 2004
Shanghai Jianfeng College September 2003 - July 2004
Skills
Human Resources, Training, Teaching, Health & Safey, Pensions & Benefits, Recruiting, Compensation, Management Accounting, SAP, HRIS, Microsoft Office, Microsoft Word, Microsoft Excel, Pivot Tables, PowerPoint, Outlook, Filing, Databases, Content Management, General Administrative..., Research, Higher Education, Public Speaking
Education
Centennial College 2013 — 2014
Graduate Certificate, Human Resource Management, 4.186 GPA
Qufu Normal University 1999 — 2002
Master's Degree, Ancient Chinese Literature
Qufu Normal University 1995 — 1999
Bachelor's Degree, Linguistics and Education
Investors Group Financial Services Inc. April 2015 - Present
Beijing Poly International August 2010 - August 2012
Qingdao University September 2005 - August 2010
Fudan University February 2004 - July 2004
Shanghai Jianfeng College September 2003 - July 2004
Skills
Human Resources, Training, Teaching, Health & Safey, Pensions & Benefits, Recruiting, Compensation, Management Accounting, SAP, HRIS, Microsoft Office, Microsoft Word, Microsoft Excel, Pivot Tables, PowerPoint, Outlook, Filing, Databases, Content Management, General Administrative..., Research, Higher Education, Public Speaking
Education
Centennial College 2013 — 2014
Graduate Certificate, Human Resource Management, 4.186 GPA
Qufu Normal University 1999 — 2002
Master's Degree, Ancient Chinese Literature
Qufu Normal University 1995 — 1999
Bachelor's Degree, Linguistics and Education
Angelo Manzo Angelo Manzo's Investors Group Financial Services Inc. Experience 1998 - Present
Job Division Director at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. 1998 - Present
Samson Belair/Deloitte & Touche 1995 - 1998
Skills
Finance, Financial Advisory, Financial Planners, Financial Planning, Strategic Financial..., Retirement Planning, Leadership, Portfolio Management, Wealth, Financial Services, Tax, Estate Planning, Investments, Saving for Education, Wealth Management, Critical Illness, Mutual Funds, Retirement, Investment Advisory, Asset Allocation, Disability Insurance, Pensions, Investment Strategies, Pension Plan Analysis
Education
Financial Planner designation 1999
Financial Planner (F. Pl.), Financial Planning
C.A. Chartered Accountants of Canada
Concordia University
Bachelor of Commerce, Graduate Diploma in Accounting (with distinction)
Investors Group Financial Services Inc. 1998 - Present
Samson Belair/Deloitte & Touche 1995 - 1998
Skills
Finance, Financial Advisory, Financial Planners, Financial Planning, Strategic Financial..., Retirement Planning, Leadership, Portfolio Management, Wealth, Financial Services, Tax, Estate Planning, Investments, Saving for Education, Wealth Management, Critical Illness, Mutual Funds, Retirement, Investment Advisory, Asset Allocation, Disability Insurance, Pensions, Investment Strategies, Pension Plan Analysis
Education
Financial Planner designation 1999
Financial Planner (F. Pl.), Financial Planning
C.A. Chartered Accountants of Canada
Concordia University
Bachelor of Commerce, Graduate Diploma in Accounting (with distinction)
Rick Carbone's Investors Group Financial Services Inc. Experience May 1997 - Present
Job Financial Consultant with Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. May 1997 - Present
Investors Group Financial Services Inc. January 2004 - August 2009
Hudson's Bay Company 1984 - 1997
Skills
Retirement Planning, Financial Planners, Estate Planning, Asset Managment, Wealth Management, Retirement, Wealth, Succession Planning, Wealth Accumulation, Strategic Financial..., Critical Illness, Retirement Savings, Investment Advisory, Portfolio Management, Investments, Asset Management, Team Building
Education
Concordia University 1974 — 1979
BComm, Marketing, Magna Cum Finally
Investors Group Financial Services Inc. May 1997 - Present
Investors Group Financial Services Inc. January 2004 - August 2009
Hudson's Bay Company 1984 - 1997
Skills
Retirement Planning, Financial Planners, Estate Planning, Asset Managment, Wealth Management, Retirement, Wealth, Succession Planning, Wealth Accumulation, Strategic Financial..., Critical Illness, Retirement Savings, Investment Advisory, Portfolio Management, Investments, Asset Management, Team Building
Education
Concordia University 1974 — 1979
BComm, Marketing, Magna Cum Finally
Adrian Brown's Investors Group Financial Services Inc. Experience May 2012 - Present
Job CERTIFIED FINANCIAL PLANNER® Professional, Financial Consultant Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. May 2012 - Present
Genband May 2010 - February 2012
BNR/Nortel Networks 1982 - May 2010
Nortel August 2006 - January 2010
Nortel Networks August 2006 - January 2010
Nortel Networks/BNR 1982 - 2010
Bell-Northern Research 1982 - 1995
BNR 1982 - 1995
Skills
Telecommunications, SIP, SS7, VoIP, Unified Communications, IP, Ethernet, ATM networks, CDMA, Wireless, ClearCase, UMTS, TCP/IP, Telephony, Managed Services, Software Development, Leadership, Unix, Wireless Networking, Solaris, LTE, SNMP, Investments, Strategic Financial..., Integration
Education
Acadia University 1978 — 1982
Bachelor of Computer Science
Investors Group Financial Services Inc. May 2012 - Present
Genband May 2010 - February 2012
BNR/Nortel Networks 1982 - May 2010
Nortel August 2006 - January 2010
Nortel Networks August 2006 - January 2010
Nortel Networks/BNR 1982 - 2010
Bell-Northern Research 1982 - 1995
BNR 1982 - 1995
Skills
Telecommunications, SIP, SS7, VoIP, Unified Communications, IP, Ethernet, ATM networks, CDMA, Wireless, ClearCase, UMTS, TCP/IP, Telephony, Managed Services, Software Development, Leadership, Unix, Wireless Networking, Solaris, LTE, SNMP, Investments, Strategic Financial..., Integration
Education
Acadia University 1978 — 1982
Bachelor of Computer Science
Cathy Derksen's Investors Group Financial Services Inc. Experience June 2011 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. June 2011 - Present
VBOT 2011 - 2012
Teen Journey 2009 - 2011
Genome BC 2001 - 2009
Skills
Retirement, Mutual Funds, Wealth Management, Financial Planning, Insurance, Estate Planning, Strategic Financial..., Retirement Planning, Small Business, Business Planning, Financial Advisory, Financial Analysis, Strategic Planning, Team Building, Entrepreneurship, Coaching, Social Networking, Financial Planners, Investments, Leadership Development, Social Media, Leadership, Marketing Strategy, Finance, Customer Service, Investment Strategies, Disability Insurance, Holistic Health, Pensions
Education
British Columbia Institute of Technology / BCIT 1987 — 1988
Technical diploma in Clinical Genetics, Genetic Technology
The University of British Columbia / UBC 1983 — 1987
Bachelor of Science (BSc), Genetics
Investors Group Financial Services Inc. June 2011 - Present
VBOT 2011 - 2012
Teen Journey 2009 - 2011
Genome BC 2001 - 2009
Skills
Retirement, Mutual Funds, Wealth Management, Financial Planning, Insurance, Estate Planning, Strategic Financial..., Retirement Planning, Small Business, Business Planning, Financial Advisory, Financial Analysis, Strategic Planning, Team Building, Entrepreneurship, Coaching, Social Networking, Financial Planners, Investments, Leadership Development, Social Media, Leadership, Marketing Strategy, Finance, Customer Service, Investment Strategies, Disability Insurance, Holistic Health, Pensions
Education
British Columbia Institute of Technology / BCIT 1987 — 1988
Technical diploma in Clinical Genetics, Genetic Technology
The University of British Columbia / UBC 1983 — 1987
Bachelor of Science (BSc), Genetics
Francesca Benedetti Francesca Benedetti's Investors Group Financial Services Inc. Experience December 2011 - Present
Job Associate at Investors Group Securities Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. December 2011 - Present
Academie des Merveilles Preschool August 2010 - July 2011
Skills
Microsoft Office, Organizing, Problem Solving, Team Leadership, Training, Event Management, Public Relations, Time Management, Teamwork, Analysis, Customer Service, Social Media, Social Networking, Leadership, Strategic Planning
Education
McGill University 2009 — 2011
Certificate, Public Relations
Concordia University 2006 — 2011
Bachelor of Arts, Human Relations
CEGEP - John Abbott College
Investors Group Financial Services Inc. December 2011 - Present
Academie des Merveilles Preschool August 2010 - July 2011
Skills
Microsoft Office, Organizing, Problem Solving, Team Leadership, Training, Event Management, Public Relations, Time Management, Teamwork, Analysis, Customer Service, Social Media, Social Networking, Leadership, Strategic Planning
Education
McGill University 2009 — 2011
Certificate, Public Relations
Concordia University 2006 — 2011
Bachelor of Arts, Human Relations
CEGEP - John Abbott College
Kassem Zebian Kassem Zebian's Investors Group Financial Services Inc. Experience March 2010 - August 2015
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. March 2010 - August 2015
Skills
Estate Planning, Strategic Financial..., Financial Planners, Tax, Small Business, Retirement Planning, Wealth Management, Investments, Pensions, Financial Modeling, Retirement, Risk Management, Insurance, Life Insurance, Permanent Life Insurance, Term Life Insurance, Licensed Life Insurance..., Life & Health Insurance..., Licensed Life & Health..., Critical Illness, Whole Life, Inheritance Tax Planning, Estate Tax Planning, Corporate Tax Planning, Personal Tax Planning, Business Tax Planning, Succession Planning, Wealth, Portfolio Management, Personal Finance, Investment Advisory, Fixed Annuities, Disability Insurance, Investment Strategies, Strategic Planning, Long-term Care, Asset Allocation, Financial Advisory, Mortgage Lending, Mutual Funds, Income Protection, Financial Services, Investment Management, Asset Managment, Employee Benefits, Securities, Wealth Management..., Financial Analysis, Financial Risk, Equities
Education
Fanshawe College 2010 — 2011
Accounting, Accounting
Acadia University 2005 — 2008
Biochemistry and Molecular Biology
Horton high school
Investors Group Financial Services Inc. March 2010 - August 2015
Skills
Estate Planning, Strategic Financial..., Financial Planners, Tax, Small Business, Retirement Planning, Wealth Management, Investments, Pensions, Financial Modeling, Retirement, Risk Management, Insurance, Life Insurance, Permanent Life Insurance, Term Life Insurance, Licensed Life Insurance..., Life & Health Insurance..., Licensed Life & Health..., Critical Illness, Whole Life, Inheritance Tax Planning, Estate Tax Planning, Corporate Tax Planning, Personal Tax Planning, Business Tax Planning, Succession Planning, Wealth, Portfolio Management, Personal Finance, Investment Advisory, Fixed Annuities, Disability Insurance, Investment Strategies, Strategic Planning, Long-term Care, Asset Allocation, Financial Advisory, Mortgage Lending, Mutual Funds, Income Protection, Financial Services, Investment Management, Asset Managment, Employee Benefits, Securities, Wealth Management..., Financial Analysis, Financial Risk, Equities
Education
Fanshawe College 2010 — 2011
Accounting, Accounting
Acadia University 2005 — 2008
Biochemistry and Molecular Biology
Horton high school
David Kontzie David Kontzie's Investors Group Financial Services Inc. Experience July 2008 - Present
Job Division Director at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. July 2008 - Present
RBC Royal Bank November 2005 - June 2008
Skills
Estate Planning, Investment Strategies, Disability Insurance, Corporate Finance, Registered Savings Plans, Residential Mortgages, Mutual Funds, Retirement Planning, Critical Illness, Retirement, Wealth Management, Investments, Life Insurance, Financial Services, Recruiting, Personal Financial..., Financial Planners, Insurance, Financial Advisory, Strategic Financial..., Personal Finance, Wealth, Cash Flow, Savings Accounts, Long Term Care Insurance, Mortgage Lending, Management, Wealth Management..., Tax
Education
Acadia University 2001 — 2005
BKIN
Investors Group Financial Services Inc. July 2008 - Present
RBC Royal Bank November 2005 - June 2008
Skills
Estate Planning, Investment Strategies, Disability Insurance, Corporate Finance, Registered Savings Plans, Residential Mortgages, Mutual Funds, Retirement Planning, Critical Illness, Retirement, Wealth Management, Investments, Life Insurance, Financial Services, Recruiting, Personal Financial..., Financial Planners, Insurance, Financial Advisory, Strategic Financial..., Personal Finance, Wealth, Cash Flow, Savings Accounts, Long Term Care Insurance, Mortgage Lending, Management, Wealth Management..., Tax
Education
Acadia University 2001 — 2005
BKIN
Muge Aydin Muge Aydin's Investors Group Financial Services Inc. Experience March 2011 - April 2011
Job Associate Consultant at Investors Group
Industry Financial Services
Experience
Investors Group January 2014 - Present
HSBC October 2011 - September 2013
Investors Group Financial Services Inc. March 2011 - April 2011
Desjardins Financial Security October 2010 - December 2010
Citibank March 2007 - September 2009
Finansbank March 2005 - March 2007
Skills
Portfolio Management, Banking, Financial Services, Mutual Funds, Credit, Wealth Management, Management, Investments, Strategy, Financial Risk, Insurance, Loans, Finance, Credit Risk, CRM, Strategic Financial..., Relationship Management
Education
University of Toronto 2013 — 2013
Certificate, Financial Accounting
Seneca College of Applied Arts and Technology 2010 — 2011
Post Graduate Diploma, Financial Services
Anadolu Üniversitesi 1998 — 2002
Bachelor's degree, Economics
Investors Group January 2014 - Present
HSBC October 2011 - September 2013
Investors Group Financial Services Inc. March 2011 - April 2011
Desjardins Financial Security October 2010 - December 2010
Citibank March 2007 - September 2009
Finansbank March 2005 - March 2007
Skills
Portfolio Management, Banking, Financial Services, Mutual Funds, Credit, Wealth Management, Management, Investments, Strategy, Financial Risk, Insurance, Loans, Finance, Credit Risk, CRM, Strategic Financial..., Relationship Management
Education
University of Toronto 2013 — 2013
Certificate, Financial Accounting
Seneca College of Applied Arts and Technology 2010 — 2011
Post Graduate Diploma, Financial Services
Anadolu Üniversitesi 1998 — 2002
Bachelor's degree, Economics
William Peters's Investors Group Financial Services Inc. Experience July 2012 - Present
Job Consultant at Investors Group / Creating Financial Peace Of Mind, Experience The Human Touch
Industry Financial Services
Experience
Investors Group Financial Services Inc. July 2012 - Present
Robinson Lighting Ltd. April 1980 - August 1994
Skills
Farm Succession, Small Business, Investments, Strategic Financial..., Financial Services, Management, Customer Service, Strategic Planning, Insurance, Business Development, Mutual Funds, Analysis, Retirement Planning, Entrepreneurship, Employee Benefits, Financial Analysis, Portfolio Management, Sales, New Business Development, Wealth Management, Leadership, Asset Management, Banking, Finance, Financial Planning, Retirement, Team Leadership, Office Management, Financial Risk, Restructuring, Contractors, Investment Strategies, Coaching, Marketing Strategy, Lighting, QuickBooks, Asset Managment, Financial Advisory, Wealth, Investment Advisory, Asset Allocation, Fixed Annuities, Budgets, Estate Planning, Disability Insurance, Risk Management
Education
Capilano University 2004 — 2005
Mathematics and Computer Science
Capilano University 1990 — 1994
Bachelor of Business Administration (BBA)
Miami Collegiate 1970 — 1976
Grade 13
Investors Group Financial Services Inc. July 2012 - Present
Robinson Lighting Ltd. April 1980 - August 1994
Skills
Farm Succession, Small Business, Investments, Strategic Financial..., Financial Services, Management, Customer Service, Strategic Planning, Insurance, Business Development, Mutual Funds, Analysis, Retirement Planning, Entrepreneurship, Employee Benefits, Financial Analysis, Portfolio Management, Sales, New Business Development, Wealth Management, Leadership, Asset Management, Banking, Finance, Financial Planning, Retirement, Team Leadership, Office Management, Financial Risk, Restructuring, Contractors, Investment Strategies, Coaching, Marketing Strategy, Lighting, QuickBooks, Asset Managment, Financial Advisory, Wealth, Investment Advisory, Asset Allocation, Fixed Annuities, Budgets, Estate Planning, Disability Insurance, Risk Management
Education
Capilano University 2004 — 2005
Mathematics and Computer Science
Capilano University 1990 — 1994
Bachelor of Business Administration (BBA)
Miami Collegiate 1970 — 1976
Grade 13
Chris Galanopoulos Chris Galanopoulos's Investors Group Financial Services Inc. Experience January 2012 - July 2013
Job Associate Manager at Investors Group
Industry Financial Services
Experience
Investors Group August 2013 - Present
Investors Group Financial Services Inc. January 2012 - July 2013
Investors Group Financial Services Inc. January 2010 - December 2011
Investors Group Financial Services Inc. November 2008 - December 2010
Investors Group Financial Services Inc. November 2007 - November 2008
Investors Group Financial Services Inc. May 2007 - November 2007
Investors Group Financial Services Inc. May 2006 - May 2007
Investors Group Financial Services Inc. December 2004 - May 2006
Skills
Call Center, Change Management, Client Services, Mutual Funds, Investments, Project Management, Problem Solving, Problem Analysis, Call Centers, Job Coaching, Risk Management, Business Analysis, Management, Team Leadership
Education
McGill University 2012 — 2013
Comprehensive Project Management, Project Management, 160 Professional Development Units
Concordia University 2000 — 2004
Bachelor of Commerce, Marketing Major and Management Minor
Vanier College 1997 — 2000
Business Administration, Finance
Investors Group August 2013 - Present
Investors Group Financial Services Inc. January 2012 - July 2013
Investors Group Financial Services Inc. January 2010 - December 2011
Investors Group Financial Services Inc. November 2008 - December 2010
Investors Group Financial Services Inc. November 2007 - November 2008
Investors Group Financial Services Inc. May 2007 - November 2007
Investors Group Financial Services Inc. May 2006 - May 2007
Investors Group Financial Services Inc. December 2004 - May 2006
Skills
Call Center, Change Management, Client Services, Mutual Funds, Investments, Project Management, Problem Solving, Problem Analysis, Call Centers, Job Coaching, Risk Management, Business Analysis, Management, Team Leadership
Education
McGill University 2012 — 2013
Comprehensive Project Management, Project Management, 160 Professional Development Units
Concordia University 2000 — 2004
Bachelor of Commerce, Marketing Major and Management Minor
Vanier College 1997 — 2000
Business Administration, Finance
Robert Sproul, B.Comm,CFP,CPCA Robert Sproul, B.Comm,CFP,CPCA's Investors Group Financial Services Inc. Experience September 1987 - Present
Job Senior Financial Consultant at Investors Group Financial Services Inc.CFP
Industry Financial Services
Experience
Investors Group Financial Services Inc. September 1987 - Present
TDCanadatrust April 1982 - September 1987
Hudson's Bay Company October 1978 - March 1982
Skills
Fiancial Planner, Tax Planning, Retirement Planning, risk management analysis, estate planning, insurance needs analysis, investment planning, Retirement, Financial Planners, Wealth, Estate Planning, Investments, Financial Services, Insurance, Risk Analytics
Education
Concordia University 1975 — 1978
Bachelor of Commerce, Management
Investors Group Financial Services Inc. September 1987 - Present
TDCanadatrust April 1982 - September 1987
Hudson's Bay Company October 1978 - March 1982
Skills
Fiancial Planner, Tax Planning, Retirement Planning, risk management analysis, estate planning, insurance needs analysis, investment planning, Retirement, Financial Planners, Wealth, Estate Planning, Investments, Financial Services, Insurance, Risk Analytics
Education
Concordia University 1975 — 1978
Bachelor of Commerce, Management
Kirill Savin Kirill Savin's Investors Group Financial Services Inc. Experience January 2012 - June 2012
Job Consultant at Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc. January 2012 - June 2012
ALOR INVEST July 2009 - August 2010
Skills
Statistical Arbitrage, Program Trading, Equity Trading, Backtesting, C#, .NET, Matlab, Time Series Analysis, Equity Derivatives, Bloomberg Terminal, Statistics, Trading Systems, SQL
Education
Saint Mary's University 2010 — 2011
Master, Finance, 3.5
Samara State University of Economics 2005 — 2009
BA(Honours), Economics, 4.95
Investors Group Financial Services Inc. January 2012 - June 2012
ALOR INVEST July 2009 - August 2010
Skills
Statistical Arbitrage, Program Trading, Equity Trading, Backtesting, C#, .NET, Matlab, Time Series Analysis, Equity Derivatives, Bloomberg Terminal, Statistics, Trading Systems, SQL
Education
Saint Mary's University 2010 — 2011
Master, Finance, 3.5
Samara State University of Economics 2005 — 2009
BA(Honours), Economics, 4.95
Fang Sheng Fang Sheng's Investors Group Financial Services Inc. Experience 2011 - 2012
Job Certified Translator, CSWP
Industry Translation and Localization
Experience
Rotman School of Management, University of Toronto October 2012 - Present
Canadian Securities Institute 2009 - Present
Be-On Communications July 2007 - Present
Schulich School of Business 2005 - Present
York University 2004 - 2015
York University 2004 - 2015
North American International Cooperation Association (NAICA) 2014 - 2014
North American International Cooperation Association (NAICA) 2014 - 2014
Investors Group Financial Services Inc. 2011 - 2012
Multilingual Community Interpreter Services (MCIS) 2008 - 2012
Skills
Translation, Multilingual, Legal Translation, Business, Finance, Proofreading, Technical Translation, Language Services, Website Localization, Training, Localization, Interpreting, Non-profits, Linguistics, Trados, Terminology, Foreign Languages, Subtitling, Nonprofits, Medical Translation, Intercultural...
Education
Shall We Dance Studio 2006 — 2018
Ballroom Dancing
York University - Schulich School of Business 1998 — 2000
MBA, Arts & Media Administration
Beijing Foreign Studies University 1988 — 1992
Bachelor of Art, English
Rotman School of Management, University of Toronto October 2012 - Present
Canadian Securities Institute 2009 - Present
Be-On Communications July 2007 - Present
Schulich School of Business 2005 - Present
York University 2004 - 2015
York University 2004 - 2015
North American International Cooperation Association (NAICA) 2014 - 2014
North American International Cooperation Association (NAICA) 2014 - 2014
Investors Group Financial Services Inc. 2011 - 2012
Multilingual Community Interpreter Services (MCIS) 2008 - 2012
Skills
Translation, Multilingual, Legal Translation, Business, Finance, Proofreading, Technical Translation, Language Services, Website Localization, Training, Localization, Interpreting, Non-profits, Linguistics, Trados, Terminology, Foreign Languages, Subtitling, Nonprofits, Medical Translation, Intercultural...
Education
Shall We Dance Studio 2006 — 2018
Ballroom Dancing
York University - Schulich School of Business 1998 — 2000
MBA, Arts & Media Administration
Beijing Foreign Studies University 1988 — 1992
Bachelor of Art, English
Kexi Sun Kexi Sun's Investors Group Financial Services Inc. Experience April 2008 - Present
Job Financial Advisor at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. April 2008 - Present
Skills
Investments, Retirement Planning, Retirement, Financial Advisory, Financial Services, Finance, Mutual Funds, Insurance, Financial Planning, Investment Strategies, Financial Analysis
Education
University of Toronto 2001 — 2003
Master
Nantong Medical College 1981 — 1986
Bachelor's degree, Medicine
Investors Group Financial Services Inc. April 2008 - Present
Skills
Investments, Retirement Planning, Retirement, Financial Advisory, Financial Services, Finance, Mutual Funds, Insurance, Financial Planning, Investment Strategies, Financial Analysis
Education
University of Toronto 2001 — 2003
Master
Nantong Medical College 1981 — 1986
Bachelor's degree, Medicine
Mark N. Murray Mark N. Murray's Investors Group Financial Services Inc. Experience August 2010 - November 2012
Job Business Development Representative, Sales Advisor at Cresa
Industry Financial Services
Experience
Cresa November 2012 - Present
Investors Group Financial Services Inc. August 2010 - November 2012
Premier Fitness May 2008 - April 2010
Education
The Canadian Institue of Financial Planning 2011 — 2013
CFP
Brock University 2007 — 2010
Business/Corporate Communications
IFSE Institute 2009 — 2010
CIFC, Canadian Investment Funds
Cresa November 2012 - Present
Investors Group Financial Services Inc. August 2010 - November 2012
Premier Fitness May 2008 - April 2010
Education
The Canadian Institue of Financial Planning 2011 — 2013
CFP
Brock University 2007 — 2010
Business/Corporate Communications
IFSE Institute 2009 — 2010
CIFC, Canadian Investment Funds
Anthony Cappellano Anthony Cappellano's Investors Group Financial Services Inc. Experience January 1995 - February 2000
Job Account Executive at BlueStar Canada
Industry Business Supplies and Equipment
Experience
BlueStar Canada September 2014 - Present
IMAGE CREATIVE INC. February 2011 - February 2013
Great-West 2005 - 2010
IForum 2000 - 2005
Investors Group Financial Services Inc. January 1995 - February 2000
Multitech Electronics May 1990 - September 1993
Skills
Strategic Financial..., Investments, Insurance, Sales Management, Sales, Marketing, Estate Planning, Customer Service, Financial Services, Finance, Retirement, Training, New Business Development, Strategic Planning, Business Development, Business Planning, Business Strategy, Negotiation, Strategy, Management, Financial Planners, Employee Benefits, Budgets, Contract Negotiation, Direct Sales, Selling, Customer Satisfaction, Lead Generation, Financial Planning
Education
Canadian Securities Institute 2006 — 2007
Canadian Securities Course
Concordia University 1989 — 1994
B.Comm., Marketing Major, Management Minor
Laurier Macdonald 1983 — 1985
BlueStar Canada September 2014 - Present
IMAGE CREATIVE INC. February 2011 - February 2013
Great-West 2005 - 2010
IForum 2000 - 2005
Investors Group Financial Services Inc. January 1995 - February 2000
Multitech Electronics May 1990 - September 1993
Skills
Strategic Financial..., Investments, Insurance, Sales Management, Sales, Marketing, Estate Planning, Customer Service, Financial Services, Finance, Retirement, Training, New Business Development, Strategic Planning, Business Development, Business Planning, Business Strategy, Negotiation, Strategy, Management, Financial Planners, Employee Benefits, Budgets, Contract Negotiation, Direct Sales, Selling, Customer Satisfaction, Lead Generation, Financial Planning
Education
Canadian Securities Institute 2006 — 2007
Canadian Securities Course
Concordia University 1989 — 1994
B.Comm., Marketing Major, Management Minor
Laurier Macdonald 1983 — 1985
Franco Caminiti, RRC Franco Caminiti, RRC's Investors Group Financial Services Inc. Experience 1996 - Present
Job Consultant Financial Planning Services for Individuals & Business Owners
Industry Financial Services
Experience
Investors Group Financial Services Inc. 1996 - Present
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Financial Planners, Financial Planning, Investments, Leadership, Management, Personal Finance, Small Business, Strategic Planning, Team Leadership, Wealth
Education
Carleton University
Investors Group Financial Services Inc. 1996 - Present
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Financial Planners, Financial Planning, Investments, Leadership, Management, Personal Finance, Small Business, Strategic Planning, Team Leadership, Wealth
Education
Carleton University
Christopher Nattkemper Christopher Nattkemper's Investors Group Financial Services Inc. Experience October 2010 - January 2011
Job Financial Analyst
Industry Financial Services
Experience
Correctional Service of Canada January 2011 - Present
Investors Group Financial Services Inc. October 2010 - January 2011
U.S May 2009 - August 2009
Subway Sandwiches November 2007 - March 2008
Canadian Superstore June 2007 - October 2007
North Carolina State University Housing August 2004 - April 2007
Skills
Financial Analysis, Finance, Business Analysis, Customer Service, Managerial Finance, Accounting, Economics, Internal Controls, Policy, Mergers, Management, Data Analysis, Government
Education
Carleton University 2008 — 2009
Masters, Business Administration, MBA
North Carolina State University 2003 — 2007
Bachelor of Arts, Economics
North Carolina State University 2003 — 2007
Bachelor of Arts, International Studies
Correctional Service of Canada January 2011 - Present
Investors Group Financial Services Inc. October 2010 - January 2011
U.S May 2009 - August 2009
Subway Sandwiches November 2007 - March 2008
Canadian Superstore June 2007 - October 2007
North Carolina State University Housing August 2004 - April 2007
Skills
Financial Analysis, Finance, Business Analysis, Customer Service, Managerial Finance, Accounting, Economics, Internal Controls, Policy, Mergers, Management, Data Analysis, Government
Education
Carleton University 2008 — 2009
Masters, Business Administration, MBA
North Carolina State University 2003 — 2007
Bachelor of Arts, Economics
North Carolina State University 2003 — 2007
Bachelor of Arts, International Studies
Geoff Fage, B.Eng.,Pl.Fin Geoff Fage, B.Eng.,Pl.Fin's Investors Group Financial Services Inc. Experience April 1997 - Present
Job Financial Planner
Industry Financial Services
Experience
Investors Group Financial Services Inc. April 1997 - Present
Skills
Wealth Management, Mutual Funds, Public Speaking, Coaching, Confidence Building, Empowerment, Succession Planning, Portfolio Management, Management, Financial Advisory, Wealth, Team Leadership, Leadership
Education
University of Laval 1999 — 2002
Pl.Fin, Diploma in Personal Financial Planning
Concordia University 1993 — 1996
B.Eng., Mechanical Engineer
Investors Group Financial Services Inc. April 1997 - Present
Skills
Wealth Management, Mutual Funds, Public Speaking, Coaching, Confidence Building, Empowerment, Succession Planning, Portfolio Management, Management, Financial Advisory, Wealth, Team Leadership, Leadership
Education
University of Laval 1999 — 2002
Pl.Fin, Diploma in Personal Financial Planning
Concordia University 1993 — 1996
B.Eng., Mechanical Engineer
PENG TANG PENG TANG's Investors Group Financial Services Inc. Experience November 2008 - October 2012
Job INCOME TAX COURSE PROFESSOR
Industry Higher Education
Experience
Centennial College September 2010 - Present
MAPLE & OAK FOREST HOLDING CORPORATION April 2014 - Present
PetroToronto January 2014 - Present
TY PEAK EXCEL ACCOUNTING & TAX SERVICES INC. July 2013 - Present
TY PEAK EXCEL ACCOUNTING & TAX SERVICES July 2013 - Present
Investors Group October 2012 - July 2013
Investors Group Financial Services Inc. November 2008 - October 2012
RESPON FINANCIAL SERVICES COLLEGE July 2008 - June 2009
Investors Group Financial Services Inc. June 2006 - October 2008
Chongqing Whistorm Consulting INC. June 2001 - May 2003
Skills
Canadian Income Tax, Strategic Financial..., Finance, Investments, Wealth Management, Financial Analysis, Investment Strategies, Mutual Funds, Financial Planners, Asset Management, Risk Management, Portfolio Management, Insurance, Retirement Planning, Analysis, Corporate Finance, Strategic Planning, Financial Modeling, Investment Advisory
Education
Centennial College 2004 — 2006
Bachelor of Engineering (B.Eng.)
Chongqing University 1998 — 2001
MBA, Business Administration
Beijing Institute of Technology 1990 — 1994
B. of Eng., Polymer Engineering
Centennial College September 2010 - Present
MAPLE & OAK FOREST HOLDING CORPORATION April 2014 - Present
PetroToronto January 2014 - Present
TY PEAK EXCEL ACCOUNTING & TAX SERVICES INC. July 2013 - Present
TY PEAK EXCEL ACCOUNTING & TAX SERVICES July 2013 - Present
Investors Group October 2012 - July 2013
Investors Group Financial Services Inc. November 2008 - October 2012
RESPON FINANCIAL SERVICES COLLEGE July 2008 - June 2009
Investors Group Financial Services Inc. June 2006 - October 2008
Chongqing Whistorm Consulting INC. June 2001 - May 2003
Skills
Canadian Income Tax, Strategic Financial..., Finance, Investments, Wealth Management, Financial Analysis, Investment Strategies, Mutual Funds, Financial Planners, Asset Management, Risk Management, Portfolio Management, Insurance, Retirement Planning, Analysis, Corporate Finance, Strategic Planning, Financial Modeling, Investment Advisory
Education
Centennial College 2004 — 2006
Bachelor of Engineering (B.Eng.)
Chongqing University 1998 — 2001
MBA, Business Administration
Beijing Institute of Technology 1990 — 1994
B. of Eng., Polymer Engineering
Miryam Barac, MBA's Investors Group Financial Services Inc. Experience Financial Security Advisor, Mutual Funds RepresentativeInvestors Group Financial Services Inc.October 2008 - Present
Job Financial Security Advisor, Mutual Funds Representative at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. Financial Security Advisor, Mutual Funds RepresentativeInvestors Group Financial Services Inc.October 2008 - Present
Skills
Critical Illness, Retirement Planning, Mutual Funds, Retirement, Estate Planning, Disability Insurance, Financial Planning, Term Life Insurance, Investments, Insurance, Insurance Planning, Wealth Management, Retirement Savings, Mortgage, Long Term Care, Tax Strategies, Loans, Strategic Financial..., Financial Planners, Mortgage Lending, TFSA, RRSP, Investment Strategies, Wealth, Asset Allocation, Securities, Life Insurance, Long-term Care, Customer Service, Tax
Education
McGill University 1989 — 1991
MBA, International Business
Universidad del Pacífico (PE) 1983 — 1988
Economics, Economics
Institut International Le Mesnil, Montreux & Gstaad, Suisse 1984 — 1984
Boston University 1983 — 1983
English Language and Literature, General
Leon Pinelo 1970 — 1982
IG CT1
Investors Group Financial Services Inc. Financial Security Advisor, Mutual Funds RepresentativeInvestors Group Financial Services Inc.October 2008 - Present
Skills
Critical Illness, Retirement Planning, Mutual Funds, Retirement, Estate Planning, Disability Insurance, Financial Planning, Term Life Insurance, Investments, Insurance, Insurance Planning, Wealth Management, Retirement Savings, Mortgage, Long Term Care, Tax Strategies, Loans, Strategic Financial..., Financial Planners, Mortgage Lending, TFSA, RRSP, Investment Strategies, Wealth, Asset Allocation, Securities, Life Insurance, Long-term Care, Customer Service, Tax
Education
McGill University 1989 — 1991
MBA, International Business
Universidad del Pacífico (PE) 1983 — 1988
Economics, Economics
Institut International Le Mesnil, Montreux & Gstaad, Suisse 1984 — 1984
Boston University 1983 — 1983
English Language and Literature, General
Leon Pinelo 1970 — 1982
IG CT1
Jeff Gillmeister Jeff Gillmeister's Investors Group Financial Services Inc. Experience October 2009 - April 2010
Job Financial Consultant at Canadian First Financial Centres
Industry Financial Services
Experience
Canadian First Financial Centres April 2010 - Present
Investors Group Financial Services Inc. October 2009 - April 2010
Genzyme 2002 - 2006
Baxter 2000 - 2002
GlaxoWellcome 1998 - 2000
Skills
Strategic Financial..., Portfolio Management, Investments, Strategic Planning, Financial Services, Retirement Planning, Wealth Management, Mutual Funds, Corporate Class Funds, Tax Management
Education
Brock University 1985 — 1989
BSc., Physics and Math
Dunbarton
Canadian First Financial Centres April 2010 - Present
Investors Group Financial Services Inc. October 2009 - April 2010
Genzyme 2002 - 2006
Baxter 2000 - 2002
GlaxoWellcome 1998 - 2000
Skills
Strategic Financial..., Portfolio Management, Investments, Strategic Planning, Financial Services, Retirement Planning, Wealth Management, Mutual Funds, Corporate Class Funds, Tax Management
Education
Brock University 1985 — 1989
BSc., Physics and Math
Dunbarton
Ahmad Yehia's Investors Group Financial Services Inc. Experience September 2013 - Present
Job Multilingual financial advisor at Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc. September 2013 - Present
Skills
Finance, Retirement, Mutual Funds, Portfolio Management, Financial Planning, Investments, Financial Analysis, Management, Financial Services, Investment Banking, Private Banking, Life Insurance, Small Business..., PowerPoint, Data Analysis, Research, Microsoft Word, Entrepreneurship, Strategic Planning, Public Speaking, Twitter, Event Planning, Social Media Marketing, Financial Markets, Microsoft Office
Education
Brock University 2012 — 2013
Post-Graduate Certificate, Business Administration
Lebanese American University 2008 — 2012
Bachelor's degree, Banking and Finance, 2012
Investors Group Financial Services Inc. September 2013 - Present
Skills
Finance, Retirement, Mutual Funds, Portfolio Management, Financial Planning, Investments, Financial Analysis, Management, Financial Services, Investment Banking, Private Banking, Life Insurance, Small Business..., PowerPoint, Data Analysis, Research, Microsoft Word, Entrepreneurship, Strategic Planning, Public Speaking, Twitter, Event Planning, Social Media Marketing, Financial Markets, Microsoft Office
Education
Brock University 2012 — 2013
Post-Graduate Certificate, Business Administration
Lebanese American University 2008 — 2012
Bachelor's degree, Banking and Finance, 2012
Brenda Merkley, CFP,RRC Brenda Merkley, CFP,RRC's Investors Group Financial Services Inc. Experience January 2000 - Present
Job Financial Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. January 2000 - Present
Scotiabank December 1995 - May 1999
Scotiabank March 1989 - December 1994
Skills
Wealth Accumulation, Strategic Financial..., Estate Planning, Retirement Planning, Income Protection, Investment Strategies, Mutual Funds, Segregated Funds, Fixed Annuities, Critical Illness, Insurance, Retirement, Wealth, Financial Planners, Savings, Financial Planning
Education
Algonquin College of Applied Arts and Technology
Certified Financial Planner (CFP), Financial Planning and Services
Investors Group Financial Services Inc. January 2000 - Present
Scotiabank December 1995 - May 1999
Scotiabank March 1989 - December 1994
Skills
Wealth Accumulation, Strategic Financial..., Estate Planning, Retirement Planning, Income Protection, Investment Strategies, Mutual Funds, Segregated Funds, Fixed Annuities, Critical Illness, Insurance, Retirement, Wealth, Financial Planners, Savings, Financial Planning
Education
Algonquin College of Applied Arts and Technology
Certified Financial Planner (CFP), Financial Planning and Services
Anne-Marie O'Brien Anne-Marie O'Brien's Investors Group Financial Services Inc. Experience December 2008 - Present
Job Admin Assistant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. December 2008 - Present
NEBS 2001 - 2002
NEBS 1999 - 2001
McBee Systems of Canada Inc. 1997 - 1999
McBee Systems of Canada Inc. 1995 - 1997
McBee Systems of Canada Inc. 1992 - 1995
Skills
Product Development, Product Management, Project Planning, Project Coordination, Direct Marketing, Product Marketing, Marketing Copy, Marketing Communications, Marketing, Integrated Marketing, Cross-functional Team..., Customer Service, Leadership, B2B
Education
Carleton University 1986 — 1990
Bachelor of Arts, Political Science
Senator O'Connor College School 1981 — 1986
Investors Group Financial Services Inc. December 2008 - Present
NEBS 2001 - 2002
NEBS 1999 - 2001
McBee Systems of Canada Inc. 1997 - 1999
McBee Systems of Canada Inc. 1995 - 1997
McBee Systems of Canada Inc. 1992 - 1995
Skills
Product Development, Product Management, Project Planning, Project Coordination, Direct Marketing, Product Marketing, Marketing Copy, Marketing Communications, Marketing, Integrated Marketing, Cross-functional Team..., Customer Service, Leadership, B2B
Education
Carleton University 1986 — 1990
Bachelor of Arts, Political Science
Senator O'Connor College School 1981 — 1986
Tammy Beamish, CFP Tammy Beamish, CFP's Investors Group Financial Services Inc. Experience October 2001 - May 2011
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns 2011 - Present
Investors Group Financial Services Inc. October 2001 - May 2011
Skills
Retirement Planning..., Retirement Planning, Wealth Management, Mutual Funds, Investment Strategies, Estate Planning, Finance, ETFs, Investment Advisory, Financial Advisory, Portfolio Management, Wealth, Asset Allocation, Investments, Retirement, Securities, Financial Planners, Strategic Financial...
Education
Algonquin College of Applied Arts and Technology 1984 — 1986
CFP
CFP
BMO Nesbitt Burns 2011 - Present
Investors Group Financial Services Inc. October 2001 - May 2011
Skills
Retirement Planning..., Retirement Planning, Wealth Management, Mutual Funds, Investment Strategies, Estate Planning, Finance, ETFs, Investment Advisory, Financial Advisory, Portfolio Management, Wealth, Asset Allocation, Investments, Retirement, Securities, Financial Planners, Strategic Financial...
Education
Algonquin College of Applied Arts and Technology 1984 — 1986
CFP
CFP
Ortona, Anthony Ortona, Anthony's Investors Group Financial Services Inc. Experience May 2009 - Present
Job Division Director at Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc. May 2009 - Present
Investors Group November 2004 - Present
Ernst & Young October 2000 - December 2003
Skills
Financial Reporting, Accounting, Internal Controls, Financial Analysis, Strategic Financial..., Education Planning, Insurance Planning, Estate Planning, Personal Tax Planning, Business Tax Planning, Cash Management, Retirement Planning, Asset Managment, Asset Management, Wealth Management
Education
Concordia University 1995 — 1999
Bachelor of Commerce, Accountancy
Marianopolis College 1993 — 1995
Investors Group Financial Services Inc. May 2009 - Present
Investors Group November 2004 - Present
Ernst & Young October 2000 - December 2003
Skills
Financial Reporting, Accounting, Internal Controls, Financial Analysis, Strategic Financial..., Education Planning, Insurance Planning, Estate Planning, Personal Tax Planning, Business Tax Planning, Cash Management, Retirement Planning, Asset Managment, Asset Management, Wealth Management
Education
Concordia University 1995 — 1999
Bachelor of Commerce, Accountancy
Marianopolis College 1993 — 1995
Sean Tidd, CFP Sean Tidd, CFP's Investors Group Financial Services Inc. Experience December 1998 - Present
Job Regional Director at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. December 1998 - Present
Investors Group Financial Services Inc. January 1998 - Present
Investors Group 2015 - 2015
Investors Group 2015 - 2015
Investors Group Financial Services Inc. September 2003 - August 2008
Morgan Scott October 1993 - December 1998
Skills
Financial Planners, Certified Financial..., Recruiting, Estate Tax Planning, Retirement Planning, Team Leadership, Leadership, Mortgage Banking, Risk Management, Holistic Financial..., Financial Advisory, Investment Advisory, Trusted Advisor, Personal Financial..., Insurance Planning
Education
Acadia University 1987 — 1992
BBA, Accounting & Finance
Earl Haig Secondary 1985 — 1987
Investors Group Financial Services Inc. December 1998 - Present
Investors Group Financial Services Inc. January 1998 - Present
Investors Group 2015 - 2015
Investors Group 2015 - 2015
Investors Group Financial Services Inc. September 2003 - August 2008
Morgan Scott October 1993 - December 1998
Skills
Financial Planners, Certified Financial..., Recruiting, Estate Tax Planning, Retirement Planning, Team Leadership, Leadership, Mortgage Banking, Risk Management, Holistic Financial..., Financial Advisory, Investment Advisory, Trusted Advisor, Personal Financial..., Insurance Planning
Education
Acadia University 1987 — 1992
BBA, Accounting & Finance
Earl Haig Secondary 1985 — 1987
David Dai CFP®'s Investors Group Financial Services Inc. Experience November 2007 - Present
Job Architect for your Retirement and Legacy Planning
Industry Financial Services
Experience
Investors Group Financial Services Inc. November 2007 - Present
CIBC Imperial Service October 2004 - October 2007
HSBC Bank Canada March 2003 - October 2004
Grammy Technology Ltd September 1998 - April 2002
Protron Consultants Ltd September 1995 - August 1998
HSBC Bank Hong Kong August 1993 - August 1995
Skills
Small Business, Banking, Prefessional..., Retirement, Employee Benefits, Investment Strategies, Personal Finance, Financial Services, Investment Advisory, Mutual Funds, Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Financial Planners, Investments, Finance, Tax, Financial Advisory, Wealth, Pensions, Relationship Management, Financial Planning, Financial Analysis, Strategic Planning, Portfolio Management, Risk Management, Asset Management
Education
Canadian Securities Institute 2003 — 2009
CSC & PFPC, Canadian Seurities Course
Senea College 2004 — 2007
College Degree, Finanial Planning Course
Guangzhou University 1987 — 1990
College Degree, Computer Science
Investors Group Financial Services Inc. November 2007 - Present
CIBC Imperial Service October 2004 - October 2007
HSBC Bank Canada March 2003 - October 2004
Grammy Technology Ltd September 1998 - April 2002
Protron Consultants Ltd September 1995 - August 1998
HSBC Bank Hong Kong August 1993 - August 1995
Skills
Small Business, Banking, Prefessional..., Retirement, Employee Benefits, Investment Strategies, Personal Finance, Financial Services, Investment Advisory, Mutual Funds, Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Financial Planners, Investments, Finance, Tax, Financial Advisory, Wealth, Pensions, Relationship Management, Financial Planning, Financial Analysis, Strategic Planning, Portfolio Management, Risk Management, Asset Management
Education
Canadian Securities Institute 2003 — 2009
CSC & PFPC, Canadian Seurities Course
Senea College 2004 — 2007
College Degree, Finanial Planning Course
Guangzhou University 1987 — 1990
College Degree, Computer Science
Ivana Lemberk Ivana Lemberk's Investors Group Financial Services Inc. Experience January 2009 - October 2011
Job Consultant at Investors Group Financial Services Inc
Industry Financial Services
Experience
CIBC June 2011 - Present
Investors Group Financial Services Inc January 2009 - October 2011
Investors Group Financial Services Inc December 2008 - May 2011
UMAC 2010 - 2010
B.E. Service January 1993 - November 2008
Skills
Debt Elimination, Mutual Funds, Annuity, Mortgage, Banking, Credit Cards, Small Business Lending, Investments, Risk Management
Education
Advocis 2009 — 2009
LLQP, Life License Qualification Program
Canadian Securities Institute 2006 — 2007
CSC
SPSK Zlin 1977 — 2000
Diploma, Management and Technology
Tomas Bata University in Zlín 1977 — 1984
Graduated; diploma, Management
TOEFEL
CIBC June 2011 - Present
Investors Group Financial Services Inc January 2009 - October 2011
Investors Group Financial Services Inc December 2008 - May 2011
UMAC 2010 - 2010
B.E. Service January 1993 - November 2008
Skills
Debt Elimination, Mutual Funds, Annuity, Mortgage, Banking, Credit Cards, Small Business Lending, Investments, Risk Management
Education
Advocis 2009 — 2009
LLQP, Life License Qualification Program
Canadian Securities Institute 2006 — 2007
CSC
SPSK Zlin 1977 — 2000
Diploma, Management and Technology
Tomas Bata University in Zlín 1977 — 1984
Graduated; diploma, Management
TOEFEL
Charlie Miller, CFP Charlie Miller, CFP's Investors Group Financial Services Inc. Experience November 1994 - Present
Job Financial Consultant with Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc. November 1994 - Present
Weslin Business Systems Inc. November 1987 - November 1994
Tele-Direct Yellow Pages November 1981 - November 1987
Skills
Investments, Retirement Planning, Estate Planning, Business Planning, Financial Services, Investment Advisory, Retirement, Strategic Planning, Finance, Wealth Management, Mutual Funds, Financial Planning, Management, Investment Strategies, Wealth, Financial Advisory
Education
Concordia University 1975 — 1978
Bachelor of Commerce, Accountancy and Business Administration
Carleton University 1974 — 1975
Commerce
CEGEP - John Abbott College 1972 — 1974
CEGEP, Commerce
St Thomas High School 1968 — 1972
High School
Investors Group Financial Services Inc. November 1994 - Present
Weslin Business Systems Inc. November 1987 - November 1994
Tele-Direct Yellow Pages November 1981 - November 1987
Skills
Investments, Retirement Planning, Estate Planning, Business Planning, Financial Services, Investment Advisory, Retirement, Strategic Planning, Finance, Wealth Management, Mutual Funds, Financial Planning, Management, Investment Strategies, Wealth, Financial Advisory
Education
Concordia University 1975 — 1978
Bachelor of Commerce, Accountancy and Business Administration
Carleton University 1974 — 1975
Commerce
CEGEP - John Abbott College 1972 — 1974
CEGEP, Commerce
St Thomas High School 1968 — 1972
High School
Victor Hanna's Investors Group Financial Services Inc. Experience September 2006 - September 2010
Job Operations Manager at Premiere Suites
Industry Hospitality
Experience
Premiere Suites September 2010 - Present
Victor Hanna Photography September 2014 - Present
Algonquin College October 2013 - Present
Zoomphoto Inc June 2014 - Present
Investors Group Financial Services Inc. September 2006 - September 2010
Fairmont Hotels and Resorts June 1993 - September 2006
McDonald's Restaurants of Canada Limited 1984 - 1989
Skills
Hospitality, Event Management, Hotels, Customer Service, Hospitality Industry, Event Planning, Budgets, Strategic Planning, Sales Management, Negotiation, Tourism, Sales, Resorts, Hospitality Management, Microsoft Office, Catering, Training, Customer Satisfaction, Inventory Management, Account Management, Marketing Communications, Social Networking, Social Media, Marketing Strategy, Management, New Business Development, Coaching, Public Relations, Leadership, Contract Negotiation, Business Planning, Team Building, Front Office, Team Leadership, Food & Beverage, Time Management, Social Media Marketing, Hotel Management, Revenue Analysis
Education
Algonquin College of Applied Arts and Technology 1990 — 1992
Hotel, Motel, and Restaurant Management
Premiere Suites September 2010 - Present
Victor Hanna Photography September 2014 - Present
Algonquin College October 2013 - Present
Zoomphoto Inc June 2014 - Present
Investors Group Financial Services Inc. September 2006 - September 2010
Fairmont Hotels and Resorts June 1993 - September 2006
McDonald's Restaurants of Canada Limited 1984 - 1989
Skills
Hospitality, Event Management, Hotels, Customer Service, Hospitality Industry, Event Planning, Budgets, Strategic Planning, Sales Management, Negotiation, Tourism, Sales, Resorts, Hospitality Management, Microsoft Office, Catering, Training, Customer Satisfaction, Inventory Management, Account Management, Marketing Communications, Social Networking, Social Media, Marketing Strategy, Management, New Business Development, Coaching, Public Relations, Leadership, Contract Negotiation, Business Planning, Team Building, Front Office, Team Leadership, Food & Beverage, Time Management, Social Media Marketing, Hotel Management, Revenue Analysis
Education
Algonquin College of Applied Arts and Technology 1990 — 1992
Hotel, Motel, and Restaurant Management
David Kirkland David Kirkland's Investors Group Financial Services Inc. Experience November 2008 - April 2012
Job Financial Advisor
Industry Financial Services
Experience
Scotiabank April 2012 - Present
Investors Group Financial Services Inc. November 2008 - April 2012
Canadian Forces April 1999 - April 2010
Skills
Retirement, Strategic Financial..., Investments, Estate Planning, Time Management, Retirement Planning, Business Planning, Strategic Planning, Banking, Cash Flow, Finance, Financial Planners, Financial Planning, Insurance, Leadership, Mutual Funds, Portfolio Management, Risk Management, Small Business, Wealth Management
Education
Algonquin College of Applied Arts and Technology 2009 — 2012
Certified Financial Planning
Canadian Forces School of Communications and Electronics
IT / Communications
Scotiabank April 2012 - Present
Investors Group Financial Services Inc. November 2008 - April 2012
Canadian Forces April 1999 - April 2010
Skills
Retirement, Strategic Financial..., Investments, Estate Planning, Time Management, Retirement Planning, Business Planning, Strategic Planning, Banking, Cash Flow, Finance, Financial Planners, Financial Planning, Insurance, Leadership, Mutual Funds, Portfolio Management, Risk Management, Small Business, Wealth Management
Education
Algonquin College of Applied Arts and Technology 2009 — 2012
Certified Financial Planning
Canadian Forces School of Communications and Electronics
IT / Communications
Ferron Campbell's Investors Group Financial Services Inc. Experience May 2006 - May 2012
Job Investment Advisor at Raymond James Ltd
Industry Financial Services
Experience
Raymond James Ltd. September 2012 - Present
Investors Group Financial Services Inc. May 2006 - May 2012
Rogers Communications January 1997 - August 2005
Skills
Mutual Funds, Wealth Management, Retirement, Strategic Financial..., Financial Planners, Critical Illness, Estate Planning, Investments, Investment Strategies, Wealth, Disability Insurance, Mortgage Lending, Tax
Education
Concordia University
John Abbott College
west island college
Raymond James Ltd. September 2012 - Present
Investors Group Financial Services Inc. May 2006 - May 2012
Rogers Communications January 1997 - August 2005
Skills
Mutual Funds, Wealth Management, Retirement, Strategic Financial..., Financial Planners, Critical Illness, Estate Planning, Investments, Investment Strategies, Wealth, Disability Insurance, Mortgage Lending, Tax
Education
Concordia University
John Abbott College
west island college
Nick Mittler Nick Mittler's Investors Group Financial Services Inc. Experience May 2011 - September 2011
Job Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets May 2015 - Present
RBC Investor & Treasury Services November 2013 - November 2014
Limestone Capital September 2010 - April 2013
Investors Group Financial Services Inc. May 2011 - September 2011
ClubLink Corporation May 2009 - September 2011
Skills
Bloomberg Terminal, Capital Markets, Foreign Exchange..., Financial Analysis, Financial Modeling, Capital IQ, Microsoft Excel, Customer Service, Matlab, Management Accounting, Corporate Finance, Investments, Portfolio Management, Finance, Leadership, Microsoft Office, Time Management, Teamwork, Analysis, Data Analysis, Team Leadership
Education
Queen's University 2009 — 2013
B.COMM, Finance and Accounting, Graduated with Honours Standing
City University of Hong Kong 2012 — 2012
Exchange Program
RBC Capital Markets May 2015 - Present
RBC Investor & Treasury Services November 2013 - November 2014
Limestone Capital September 2010 - April 2013
Investors Group Financial Services Inc. May 2011 - September 2011
ClubLink Corporation May 2009 - September 2011
Skills
Bloomberg Terminal, Capital Markets, Foreign Exchange..., Financial Analysis, Financial Modeling, Capital IQ, Microsoft Excel, Customer Service, Matlab, Management Accounting, Corporate Finance, Investments, Portfolio Management, Finance, Leadership, Microsoft Office, Time Management, Teamwork, Analysis, Data Analysis, Team Leadership
Education
Queen's University 2009 — 2013
B.COMM, Finance and Accounting, Graduated with Honours Standing
City University of Hong Kong 2012 — 2012
Exchange Program
AnaBela Taborda AnaBela Taborda's Investors Group Financial Services Inc. Experience July 2010 - September 2011
Job Branch Manager at IC Savings
Industry Financial Services
Experience
IC Savings October 2011 - Present
Investors Group Financial Services Inc. July 2010 - September 2011
Dress for Success Toronto 2010 - 2010
Body and Soul Wine Club 2008 - 2010
PrimeDrinks January 1996 - June 2008
Caves Alianca, S.A. May 1993 - December 1995
Annacis Auto Terminals - British Columbia 1989 - 1993
Universal Library Systems - West Vancouver - B.C. May 1981 - December 1988
Skills
Financial Planning, Budgeting, Administration, Teamwork, Coaching, Customer Relations, Negotiation, Strategic Planning, Change Management, Team Building, Mentoring, Financial Analysis, Financial Reporting, Analysis, Planning, Forecasting, PowerPoint, Insurance, Problem Solving, Excel, Microsoft Excel, Budgets, Strategic Financial..., Leadership, Project Planning, Business Planning, Training, Customer Service, System Administration, Time Management, Start-ups, Logistics, Banking, Human Resources, Recruiting, CRM
Education
Anne Arundel Community College 1976 — 1979
Associate in Arts, Management Information Systems
University of Toronto Mississauga 1974 — 1976
Biology
Enterprise Toronto
Languages Spoken
IC Savings October 2011 - Present
Investors Group Financial Services Inc. July 2010 - September 2011
Dress for Success Toronto 2010 - 2010
Body and Soul Wine Club 2008 - 2010
PrimeDrinks January 1996 - June 2008
Caves Alianca, S.A. May 1993 - December 1995
Annacis Auto Terminals - British Columbia 1989 - 1993
Universal Library Systems - West Vancouver - B.C. May 1981 - December 1988
Skills
Financial Planning, Budgeting, Administration, Teamwork, Coaching, Customer Relations, Negotiation, Strategic Planning, Change Management, Team Building, Mentoring, Financial Analysis, Financial Reporting, Analysis, Planning, Forecasting, PowerPoint, Insurance, Problem Solving, Excel, Microsoft Excel, Budgets, Strategic Financial..., Leadership, Project Planning, Business Planning, Training, Customer Service, System Administration, Time Management, Start-ups, Logistics, Banking, Human Resources, Recruiting, CRM
Education
Anne Arundel Community College 1976 — 1979
Associate in Arts, Management Information Systems
University of Toronto Mississauga 1974 — 1976
Biology
Enterprise Toronto
Languages Spoken
Tony D'Avino Tony D'Avino's Investors Group Financial Services Inc. Experience January 1997 - December 2001
Job Area Sales Manager at RBC
Industry Banking
Experience
RBC June 2013 - Present
Mortgage Alliance September 2006 - May 2013
TD Bank Group January 2002 - March 2006
Investors Group Financial Services Inc. January 1997 - December 2001
Bank of Montreal February 1986 - January 2001
Skills
Mortgage Lending, Portfolio Management, Investments, Refinance, Loans, Strategic Financial...
Education
College for Financial Planning
Certified Financial Planner, Personal Financial Planning
University of Toronto
Honours Bachelor of Arts, English, Political Science, French Literature
RBC June 2013 - Present
Mortgage Alliance September 2006 - May 2013
TD Bank Group January 2002 - March 2006
Investors Group Financial Services Inc. January 1997 - December 2001
Bank of Montreal February 1986 - January 2001
Skills
Mortgage Lending, Portfolio Management, Investments, Refinance, Loans, Strategic Financial...
Education
College for Financial Planning
Certified Financial Planner, Personal Financial Planning
University of Toronto
Honours Bachelor of Arts, English, Political Science, French Literature
Donna Wilton Donna Wilton's Investors Group Financial Services Inc. Experience May 2015 - Present
Job Consultant with Investors Group
Industry Investment Banking
Experience
Investors Group Financial Services Inc. May 2015 - Present
Real Mortgage Associates (RMA) June 2013 - December 2014
OMAC Mortgages November 2011 - May 2013
National Bank of Canada September 2010 - October 2011
TD Canada Trust March 2010 - September 2010
TD Canada Trust June 1996 - March 2010
Skills
Coaching, Change Management, Strategic Planning, Team Building, Leadership Development, Customer Service, Business Strategy, Training, Business Planning, Banking, Refinance
Education
Athabasca University 2006 — 2013
MBA, Business Administration and Management, General
Lambton College 1982 — 1984
Accounting
Investors Group Financial Services Inc. May 2015 - Present
Real Mortgage Associates (RMA) June 2013 - December 2014
OMAC Mortgages November 2011 - May 2013
National Bank of Canada September 2010 - October 2011
TD Canada Trust March 2010 - September 2010
TD Canada Trust June 1996 - March 2010
Skills
Coaching, Change Management, Strategic Planning, Team Building, Leadership Development, Customer Service, Business Strategy, Training, Business Planning, Banking, Refinance
Education
Athabasca University 2006 — 2013
MBA, Business Administration and Management, General
Lambton College 1982 — 1984
Accounting
Kevin Cranston Kevin Cranston's Investors Group Financial Services Inc. Experience December 2005 - Present
Job B. Comm., C.F.P., Division Director at Investors Group Financial Services
Industry Financial Services
Experience
Investors Group Financial Services Inc. December 2005 - Present
Investors Group Financial Services Inc. December 1994 - Present
Skills
Retirement Planning, Financial Planners, Critical Illness, Mutual Funds, Estate Planning, Financial Services, Investment Strategies, Wealth Management, Retirement, Finance, Investments, Investment Advisory, Risk Management, Strategic Financial...
Education
Carleton University 1990 — 1993
B. Comm
Loyalist College 1987 — 1990
Business Admin
Investors Group Financial Services Inc. December 2005 - Present
Investors Group Financial Services Inc. December 1994 - Present
Skills
Retirement Planning, Financial Planners, Critical Illness, Mutual Funds, Estate Planning, Financial Services, Investment Strategies, Wealth Management, Retirement, Finance, Investments, Investment Advisory, Risk Management, Strategic Financial...
Education
Carleton University 1990 — 1993
B. Comm
Loyalist College 1987 — 1990
Business Admin
Mark McCooeye, CMA, MBA, CFP Mark McCooeye, CMA, MBA, CFP's Investors Group Financial Services Inc. Experience November 2006 - April 2013
Job Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy April 2013 - Present
Investors Group Financial Services Inc. November 2006 - April 2013
iMPath Networks 1998 - 2007
Smith Packaging 1996 - 1998
Skills
Strategic Financial..., Retirement Planning, Finance, Estate Planning, Wealth Management, Investments, Personal Finance, Accounting, Mutual Funds, Risk Management, Insurance, Wealth Accumulation, Investment Strategies, Retirement, Financial Planners, Pensions, Asset Allocation, Business Planning, Strategy, Critical Illness, Investment Advisory, Wealth
Education
CSI 2008 — 2009
CFP, Financial Planning
Athabasca University 1999 — 2001
MBA, General Business
Society of Management Accountants 1996 — 1999
CMA, Accounting
Carleton University 1991 — 1995
Bachelor of Arts, Economics
CIBC Wood Gundy April 2013 - Present
Investors Group Financial Services Inc. November 2006 - April 2013
iMPath Networks 1998 - 2007
Smith Packaging 1996 - 1998
Skills
Strategic Financial..., Retirement Planning, Finance, Estate Planning, Wealth Management, Investments, Personal Finance, Accounting, Mutual Funds, Risk Management, Insurance, Wealth Accumulation, Investment Strategies, Retirement, Financial Planners, Pensions, Asset Allocation, Business Planning, Strategy, Critical Illness, Investment Advisory, Wealth
Education
CSI 2008 — 2009
CFP, Financial Planning
Athabasca University 1999 — 2001
MBA, General Business
Society of Management Accountants 1996 — 1999
CMA, Accounting
Carleton University 1991 — 1995
Bachelor of Arts, Economics
Fadi Ephtimios, MBA, Pl. Fin.'s Investors Group Financial Services Inc. Experience 1994 - Present
Job Regional Director at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. 1994 - Present
Education
Concordia University
MBA, John Molson School of Business
Investors Group Financial Services Inc. 1994 - Present
Education
Concordia University
MBA, John Molson School of Business
Jainal Chisty Jainal Chisty's Investors Group Financial Services Inc. Experience May 2011 - December 2013
Job Technically proficient young professional looking for a new challenge
Industry Electrical/Electronic Manufacturing
Experience
Investors Group Financial Services Inc. May 2011 - December 2013
Carleton University September 2008 - April 2010
Massachusetts Electric Construction Company January 2006 - June 2006
Cognex Corporation January 2005 - June 2005
Skills
Matlab, Engineering, Project Management, Automation, Research, Analysis, Testing, Telecommunications, Project Planning, Management
Education
Carleton University 2008 — 2011
MASc, Technology Innovation Management
Northeastern University 2004 — 2006
Bachelor of Science, Electrical Engineering Technology
Scholastica
Investors Group Financial Services Inc. May 2011 - December 2013
Carleton University September 2008 - April 2010
Massachusetts Electric Construction Company January 2006 - June 2006
Cognex Corporation January 2005 - June 2005
Skills
Matlab, Engineering, Project Management, Automation, Research, Analysis, Testing, Telecommunications, Project Planning, Management
Education
Carleton University 2008 — 2011
MASc, Technology Innovation Management
Northeastern University 2004 — 2006
Bachelor of Science, Electrical Engineering Technology
Scholastica
Sylvie Roy Sylvie Roy's Investors Group Financial Services Inc. Experience September 2005 - February 2006
Job Office Coordinator at Air Canada
Industry Airlines/Aviation
Experience
Air Canada July 2009 - Present
UPA Développement International April 2007 - April 2008
Hôpital Charles LeMoyne February 2006 - February 2007
Investors Group Financial Services Inc. September 2005 - February 2006
UQAM 2004 - 2005
Kronos (Ad Opt Technologies) June 2003 - June 2004
Université de Sherbrooke 2000 - 2002
MIMA 1997 - 1999
Logibec Groupe Informatique February 1988 - March 1989
J.M. Saucier Électronique 1987 - 1988
Education
Bishop's University 2003 — 2003
Psychologie
Université de Sherbrooke 2000 — 2000
Psychologie
Eastern Florida State College 1998 — 1999
Fashion
Collège Régional Champlain 1997 — 1998
Décoration intérieure
College Edouard Montpetit 1993 — 1994
AEC, Gestion financière informatisée
Institut de secrétariat de Sherbrooke 1982 — 1983
DEP, Secrétariat Médical et Juridique
Air Canada July 2009 - Present
UPA Développement International April 2007 - April 2008
Hôpital Charles LeMoyne February 2006 - February 2007
Investors Group Financial Services Inc. September 2005 - February 2006
UQAM 2004 - 2005
Kronos (Ad Opt Technologies) June 2003 - June 2004
Université de Sherbrooke 2000 - 2002
MIMA 1997 - 1999
Logibec Groupe Informatique February 1988 - March 1989
J.M. Saucier Électronique 1987 - 1988
Education
Bishop's University 2003 — 2003
Psychologie
Université de Sherbrooke 2000 — 2000
Psychologie
Eastern Florida State College 1998 — 1999
Fashion
Collège Régional Champlain 1997 — 1998
Décoration intérieure
College Edouard Montpetit 1993 — 1994
AEC, Gestion financière informatisée
Institut de secrétariat de Sherbrooke 1982 — 1983
DEP, Secrétariat Médical et Juridique
Irene Anyanwu, B. Comm., EPC Irene Anyanwu, B. Comm., EPC's Investors Group Financial Services Inc. Experience 2007 - 2013
Job Financial Advisor and Tax Services
Industry Financial Services
Experience
Investors Group Financial Services Inc. 2007 - 2013
T.E. Investment Counsel Inc./T.E. Wealth 2002 - 2007
T.E. Investment Counsel Inc./T.E. Wealth 2000 - 2002
T.E. Investment Counsel Inc./T.E. Wealth 1997 - 2000
TD Bank Group 1997 - 1997
Skills
Investments, Retirement, Financial Planning, Estate Planning, Insurance Planning, Wealth Management, Risk Management, Mutual Funds, Insurance, Critical Illness, Mortgage, Wealth, Project Management, Strategic Financial..., Mortgage Lending, Financial Planners, Financial Services, Retirement Planning, Financial Advisory, Financial Analysis, Investment Advisory, Investment Strategies, Pensions, Asset Allocation, Employee Benefits, Disability Insurance, Portfolio Management
Education
EPC 2011 — 2011
Certificate in Canadian Initiative for Elder Planning Studies, as Elder Planning Counselor in Legacy and Estate Planning
LLQP 2008 — 2008
Advocis Life Qualification Program, License in Life Insurance and Living Benefits
CSC
Canadian Securities Institute, Investments
Concordia University
Bachelor of Commerce Degree, in Accountancy, Business Administration
Investors Group Financial Services Inc. 2007 - 2013
T.E. Investment Counsel Inc./T.E. Wealth 2002 - 2007
T.E. Investment Counsel Inc./T.E. Wealth 2000 - 2002
T.E. Investment Counsel Inc./T.E. Wealth 1997 - 2000
TD Bank Group 1997 - 1997
Skills
Investments, Retirement, Financial Planning, Estate Planning, Insurance Planning, Wealth Management, Risk Management, Mutual Funds, Insurance, Critical Illness, Mortgage, Wealth, Project Management, Strategic Financial..., Mortgage Lending, Financial Planners, Financial Services, Retirement Planning, Financial Advisory, Financial Analysis, Investment Advisory, Investment Strategies, Pensions, Asset Allocation, Employee Benefits, Disability Insurance, Portfolio Management
Education
EPC 2011 — 2011
Certificate in Canadian Initiative for Elder Planning Studies, as Elder Planning Counselor in Legacy and Estate Planning
LLQP 2008 — 2008
Advocis Life Qualification Program, License in Life Insurance and Living Benefits
CSC
Canadian Securities Institute, Investments
Concordia University
Bachelor of Commerce Degree, in Accountancy, Business Administration
Brad McPhee's Investors Group Financial Services Inc. Experience May 2006 - Present
Job Associate Consultant Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc. May 2006 - Present
Lambda Solutions March 2011 - Present
Outlooks Magazine January 2012 - January 2013
GLBA 2009 - July 2011
Recombo Inc. June 2001 - February 2006
DNA Digital Media Group 2001 - 2001
DNA Media Inc. 2001 - 2001
Unific June 1999 - January 2000
KBM Consulting 1998 - 1999
BC Ministry of Human Resources 1997 - 1998
Skills
Financial Analysis, Financial Planning, Strategic Financial..., Tax, Retirement Planning, Investment Strategies, Cash Flow, Wealth Management, Business Strategy, Operations Management, Insurance, Start-ups, Finance, Critical Illness, Financial Advisory, Financial Planners, Strategic Planning, Portfolio Management, Strategy, Entrepreneurship, Investments, Management, Training, Retirement, Management Consulting, Estate Planning, Mutual Funds, Small Business
Education
Simon Fraser University 2007 — 2007
Financial Planning
British Columbia Institute of Technology 1986 — 1986
Master Trainer
The University of British Columbia 1982 — 1986
Executive Studies
George Brown College 1979 — 1980
Accounting
Investors Group Financial Services Inc. May 2006 - Present
Lambda Solutions March 2011 - Present
Outlooks Magazine January 2012 - January 2013
GLBA 2009 - July 2011
Recombo Inc. June 2001 - February 2006
DNA Digital Media Group 2001 - 2001
DNA Media Inc. 2001 - 2001
Unific June 1999 - January 2000
KBM Consulting 1998 - 1999
BC Ministry of Human Resources 1997 - 1998
Skills
Financial Analysis, Financial Planning, Strategic Financial..., Tax, Retirement Planning, Investment Strategies, Cash Flow, Wealth Management, Business Strategy, Operations Management, Insurance, Start-ups, Finance, Critical Illness, Financial Advisory, Financial Planners, Strategic Planning, Portfolio Management, Strategy, Entrepreneurship, Investments, Management, Training, Retirement, Management Consulting, Estate Planning, Mutual Funds, Small Business
Education
Simon Fraser University 2007 — 2007
Financial Planning
British Columbia Institute of Technology 1986 — 1986
Master Trainer
The University of British Columbia 1982 — 1986
Executive Studies
George Brown College 1979 — 1980
Accounting
Jaymie Deprez Jaymie Deprez's Investors Group Financial Services Inc. Experience January 2014 - Present
Job Financial Consultant, Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc. January 2014 - Present
Investors Group Financial Services Inc. September 2011 - December 2013
Skills
Business Analysis, Risk Management, Change Management, Project Planning, Financial Planners, Retirement Planning, Strategic Financial..., Estate Planning, Life Insurance, Mutual Funds, Financial Planning, Wealth Management, Mortgage Consulting
Education
University of Manitoba 2008 — 2012
Bachelor of Commerce (Honours)
Hogeschool van Amsterdam 2009 — 2010
International Exchange Program, International Business
Investors Group Financial Services Inc. January 2014 - Present
Investors Group Financial Services Inc. September 2011 - December 2013
Skills
Business Analysis, Risk Management, Change Management, Project Planning, Financial Planners, Retirement Planning, Strategic Financial..., Estate Planning, Life Insurance, Mutual Funds, Financial Planning, Wealth Management, Mortgage Consulting
Education
University of Manitoba 2008 — 2012
Bachelor of Commerce (Honours)
Hogeschool van Amsterdam 2009 — 2010
International Exchange Program, International Business
Lesley Small Lesley Small's Investors Group Financial Services Inc. Experience January 1994 - September 2000
Job Registered Nurse at The Ottawa Hospital
Industry Hospital & Health Care
Experience
The Ottawa Hospital May 2003 - Present
Investors Group Financial Services Inc. January 1994 - September 2000
CIBC February 1979 - December 1993
Canadian Forces 1976 - 1977
Skills
Critical Care, Nurses, Neonatology, Financial Planning, Nursing, Strategic Financial..., NRP, BLS, ICU, Nursing Education, Pediatric Nursing, Acute Care
Education
Algonquin College of Applied Arts and Technology 2000 — 2003
diploma in nursing, nursing
Parkside Collegiate Institute 1972 — 1976
The Ottawa Hospital May 2003 - Present
Investors Group Financial Services Inc. January 1994 - September 2000
CIBC February 1979 - December 1993
Canadian Forces 1976 - 1977
Skills
Critical Care, Nurses, Neonatology, Financial Planning, Nursing, Strategic Financial..., NRP, BLS, ICU, Nursing Education, Pediatric Nursing, Acute Care
Education
Algonquin College of Applied Arts and Technology 2000 — 2003
diploma in nursing, nursing
Parkside Collegiate Institute 1972 — 1976
Stewart Davenport Stewart Davenport's Investors Group Financial Services Inc. Experience 1988 - 1990
Job Practice Director, Unified Communications
Industry Information Technology and Services
Experience
TELUS December 2011 - Present
TELUS February 2011 - December 2011
TELUS June 2004 - February 2011
TELUS Communications 1999 - 2004
TELUS Communications 1995 - 1999
IBM 1990 - 1995
Investors Group Financial Services Inc. 1988 - 1990
Skills
Technology Planning, Strategic Planning, Sales Management, Storage, Servers, Data Center, Solution Selling, IT Management, Enterprise Software, Information Technology, Unified Communications, Cloud Computing, Virtualization, Managed Services, Telecommunications, Wireless, IT Strategy, Disaster Recovery, Networking, Management, Strategy, Product Management, Professional Services, Vendor Management
Education
Athabasca University 2006 — 2010
Masters, Business Administration - MBA
Athabasca University 2003 — 2006
Business, Graduate Diploma
University of Alberta 1999 — 2003
Business, Technology Management Certificate with Distinction
Red River College 1988 — 1992
CAP, Programming Analyst
TELUS December 2011 - Present
TELUS February 2011 - December 2011
TELUS June 2004 - February 2011
TELUS Communications 1999 - 2004
TELUS Communications 1995 - 1999
IBM 1990 - 1995
Investors Group Financial Services Inc. 1988 - 1990
Skills
Technology Planning, Strategic Planning, Sales Management, Storage, Servers, Data Center, Solution Selling, IT Management, Enterprise Software, Information Technology, Unified Communications, Cloud Computing, Virtualization, Managed Services, Telecommunications, Wireless, IT Strategy, Disaster Recovery, Networking, Management, Strategy, Product Management, Professional Services, Vendor Management
Education
Athabasca University 2006 — 2010
Masters, Business Administration - MBA
Athabasca University 2003 — 2006
Business, Graduate Diploma
University of Alberta 1999 — 2003
Business, Technology Management Certificate with Distinction
Red River College 1988 — 1992
CAP, Programming Analyst
Jean-Michel Merlot, MBA, Pl. Fin. Jean-Michel Merlot, MBA, Pl. Fin.'s Investors Group Financial Services Inc. Experience 2008 - 2009
Job Senior Private Banker at GP 1859
Industry Financial Services
Experience
National Bank of Canada - GP1859 June 2015 - Present
BNC National Bank April 2013 - June 2015
Desjardins November 2009 - March 2013
HEC 2009 - 2010
Investors Group Financial Services Inc. 2008 - 2009
SONART 2005 - 2008
Skills
Business Development, Change Management, Investments, Wealth Management, Financial Analysis, Strategic Financial..., Mutual Funds, Portfolio Management, Banking, Finance, Corporate Finance, Risk Management, Credit, Financial Planning, Credit Risk, Financial Modeling, Management
Education
HEC Montréal 2008 — 2010
MBA, Finance
Conservatory of Montreal 2001 — 2005
Bachelor, Electroacoustic Composition
Université Laval 1998 — 1999
CREPUQ, Administration
Aix-Marseille Université 1995 — 1998
Master, Economics
National Bank of Canada - GP1859 June 2015 - Present
BNC National Bank April 2013 - June 2015
Desjardins November 2009 - March 2013
HEC 2009 - 2010
Investors Group Financial Services Inc. 2008 - 2009
SONART 2005 - 2008
Skills
Business Development, Change Management, Investments, Wealth Management, Financial Analysis, Strategic Financial..., Mutual Funds, Portfolio Management, Banking, Finance, Corporate Finance, Risk Management, Credit, Financial Planning, Credit Risk, Financial Modeling, Management
Education
HEC Montréal 2008 — 2010
MBA, Finance
Conservatory of Montreal 2001 — 2005
Bachelor, Electroacoustic Composition
Université Laval 1998 — 1999
CREPUQ, Administration
Aix-Marseille Université 1995 — 1998
Master, Economics
Charles Musa Charles Musa's Investors Group Financial Services Inc. Experience 2012 - 2013
Job Market Research Professional
Industry Market Research
Experience
Drake International 2014 - Present
Enigma Research Corporation 2013 - 2014
Investors Group Financial Services Inc. 2012 - 2013
Kognitive Marketing September 2011 - November 2011
Salama Yimi co. Nigeria Limited 2008 - 2010
Nigerian Investment Promotion Commission December 2007 - March 2008
Skills
Marketing Strategy, Strategic Planning, Marketing, Strategic Financial..., Personal Financial..., Financial Advisory, Market Research, Management, Business Strategy, Finance, Time Management, Event Management, Data Analysis, Analysis, Marketing Research, Teamwork, Strategy
Education
Humber College 2011 — 2011
Post-Graduate Certificate, Marketing Management
University of Abuja 2002 — 2006
Bachelor of Science, Business Administration
Drake International 2014 - Present
Enigma Research Corporation 2013 - 2014
Investors Group Financial Services Inc. 2012 - 2013
Kognitive Marketing September 2011 - November 2011
Salama Yimi co. Nigeria Limited 2008 - 2010
Nigerian Investment Promotion Commission December 2007 - March 2008
Skills
Marketing Strategy, Strategic Planning, Marketing, Strategic Financial..., Personal Financial..., Financial Advisory, Market Research, Management, Business Strategy, Finance, Time Management, Event Management, Data Analysis, Analysis, Marketing Research, Teamwork, Strategy
Education
Humber College 2011 — 2011
Post-Graduate Certificate, Marketing Management
University of Abuja 2002 — 2006
Bachelor of Science, Business Administration
Tony Tedeschi's Investors Group Financial Services Inc. Experience 1999 - 2003
Job Financial Services
Industry Financial Services
Experience
TD Canada Trust April 2015 - Present
Investors Group January 2008 - August 2011
Investia Financial Services Inc. 2004 - 2008
Investors Group Financial Services Inc. 1999 - 2003
Skills
Retirement Planning, Mutual Funds, Wealth Management, Retirement, Investments, Securities, Investment Strategies, Estate Planning, Financial Advisory, Financial Planners, Investment Advisory, Strategic Financial..., Wealth Management..., Finance, Small Business, Wealth, Financial Planning, Portfolio Management
Education
CFA Institute
Level 1
CSI Institute
Concordia University
université laval
TD Canada Trust April 2015 - Present
Investors Group January 2008 - August 2011
Investia Financial Services Inc. 2004 - 2008
Investors Group Financial Services Inc. 1999 - 2003
Skills
Retirement Planning, Mutual Funds, Wealth Management, Retirement, Investments, Securities, Investment Strategies, Estate Planning, Financial Advisory, Financial Planners, Investment Advisory, Strategic Financial..., Wealth Management..., Finance, Small Business, Wealth, Financial Planning, Portfolio Management
Education
CFA Institute
Level 1
CSI Institute
Concordia University
université laval
Dayna Cross's Investors Group Financial Services Inc. Experience March 2013 - July 2015
Job Entry Level Manager at Altig American Income Life Insurance Company
Industry Financial Services
Experience
Investors Group Financial Services Inc. March 2013 - July 2015
Milestones Grill & Bar August 2011 - July 2012
Jack Astor’s Bar & Grill July 2007 - November 2011
The Landing Restaurant April 2007 - July 2007
Skills
Microsoft Excel, Microsoft Word, Customer Service, Research, Outlook, Teaching, Sales, Investment Management, Risk Management, Personal Financial..., Investments, Strategic Planning, Time Management, Finance, Leadership, Coaching, Event Management
Education
Canadian Institute of Financial Planning 2014 — 2016
Certification, Financial Planning and Services
Carleton University 2004 — 2009
Bachelor of Arts (B.A.), Criminology & Criminal Justice concentration in Psychology
St. Mary's Catholic Highschool 1998 — 2003
Bachelor of Arts (B.A.), Criminology, Psychology, Law
Investors Group Financial Services Inc. March 2013 - July 2015
Milestones Grill & Bar August 2011 - July 2012
Jack Astor’s Bar & Grill July 2007 - November 2011
The Landing Restaurant April 2007 - July 2007
Skills
Microsoft Excel, Microsoft Word, Customer Service, Research, Outlook, Teaching, Sales, Investment Management, Risk Management, Personal Financial..., Investments, Strategic Planning, Time Management, Finance, Leadership, Coaching, Event Management
Education
Canadian Institute of Financial Planning 2014 — 2016
Certification, Financial Planning and Services
Carleton University 2004 — 2009
Bachelor of Arts (B.A.), Criminology & Criminal Justice concentration in Psychology
St. Mary's Catholic Highschool 1998 — 2003
Bachelor of Arts (B.A.), Criminology, Psychology, Law
Louise Diotte, CAPM Louise Diotte, CAPM's Investors Group Financial Services Inc. Experience October 1994 - April 2010
Job Business Technology Analyst Consulting, Deloitte, Bachelor of Applied Business Graduate
Industry Logistics and Supply Chain
Experience
Deloitte Canada September 2014 - Present
APICS Ottawa Chapter July 2013 - August 2015
Canada Revenue Agency - Information Technology Branch November 2012 - July 2014
Canada Revenue Agency - Information Technology Branch May 2012 - November 2012
Algonquin College January 2012 - April 2012
Louise Diotte, Accounting & Tax Services May 2010 - April 2012
Investors Group Financial Services Inc October 1994 - April 2010
CIBC June 1979 - September 1994
Skills
Business Analysis, Project Planning, SAP, Strategic Planning, Leadership, Business Process..., Change Management, Financial Accounting, Team Leadership, Organizational..., Cross-functional Team..., Problem Solving, Project Management, Strategic Financial..., Supply Chain Management, Strong analytical and..., Business Communications..., Consulting, Integration, Program Management, Customer Service, Analysis, Process Improvement
Education
Algonquin College of Applied Arts and Technology 2011 — 2014
Bachelor of Applied Business, Business Analysis, Project Management, Supply Chain Management and E-Business, Overall average - 88%
Algonquin College of Applied Arts and Technology 2010 — 2011
Professional accounting diploma, Professional accounting, Overall Average - 86%
Carleton University 1999 — 2000
Certified Financial planner, Certified Financial Planner Designation, School of Business
Deloitte Canada September 2014 - Present
APICS Ottawa Chapter July 2013 - August 2015
Canada Revenue Agency - Information Technology Branch November 2012 - July 2014
Canada Revenue Agency - Information Technology Branch May 2012 - November 2012
Algonquin College January 2012 - April 2012
Louise Diotte, Accounting & Tax Services May 2010 - April 2012
Investors Group Financial Services Inc October 1994 - April 2010
CIBC June 1979 - September 1994
Skills
Business Analysis, Project Planning, SAP, Strategic Planning, Leadership, Business Process..., Change Management, Financial Accounting, Team Leadership, Organizational..., Cross-functional Team..., Problem Solving, Project Management, Strategic Financial..., Supply Chain Management, Strong analytical and..., Business Communications..., Consulting, Integration, Program Management, Customer Service, Analysis, Process Improvement
Education
Algonquin College of Applied Arts and Technology 2011 — 2014
Bachelor of Applied Business, Business Analysis, Project Management, Supply Chain Management and E-Business, Overall average - 88%
Algonquin College of Applied Arts and Technology 2010 — 2011
Professional accounting diploma, Professional accounting, Overall Average - 86%
Carleton University 1999 — 2000
Certified Financial planner, Certified Financial Planner Designation, School of Business
Iryna Pisetska Iryna Pisetska's Investors Group Financial Services Inc. Experience July 2011 - April 2014
Job Private Wealth Manager at Investors Group Financial Services Inc.
Industry Higher Education
Experience
Investors Group Financial Services Inc. July 2011 - April 2014
Ukrainian Credit Union Limited May 2006 - May 2011
Western Union August 2003 - January 2004
Skills
Languages, English, Ukrainian,..., Risk Management, Retirement Planning, Estate Planning, Wealth Management, Succession Planning, Strategic Financial..., Mutual Funds, Asset Allocation, Wealth Transfer, Group Benefits, Annuities, Mortgage, Tax Reduction Strategies, Debt Consolidation, Education Savings, Employee Benefits, Fixed Annuities, Mortgage Lending, Financial Risk, Investment Advisory, Wealth, Credit, Finance, Retail Banking, Loans, Retirement, Tax, Financial Planning
Education
Ryerson University 2006 — 2010
BA, International economics and finance
Ivano-Frankivsk National Technical University of Oil and Gas 1999 — 2003
BSc, Informational Management
Investors Group Financial Services Inc. July 2011 - April 2014
Ukrainian Credit Union Limited May 2006 - May 2011
Western Union August 2003 - January 2004
Skills
Languages, English, Ukrainian,..., Risk Management, Retirement Planning, Estate Planning, Wealth Management, Succession Planning, Strategic Financial..., Mutual Funds, Asset Allocation, Wealth Transfer, Group Benefits, Annuities, Mortgage, Tax Reduction Strategies, Debt Consolidation, Education Savings, Employee Benefits, Fixed Annuities, Mortgage Lending, Financial Risk, Investment Advisory, Wealth, Credit, Finance, Retail Banking, Loans, Retirement, Tax, Financial Planning
Education
Ryerson University 2006 — 2010
BA, International economics and finance
Ivano-Frankivsk National Technical University of Oil and Gas 1999 — 2003
BSc, Informational Management
Sara Lahaie's Investors Group Financial Services Inc. Experience April 2015 - Present
Job ▪ Consultant ▪ Finances ▪ Planning ▪ Yogi ▪ Nutritionist ▪
Industry Financial Services
Experience
Investors Group Financial Services Inc. April 2015 - Present
Canadian Air Transport Security Authority September 2013 - October 2014
Canadian Air Transport Security Authority July 2012 - September 2013
Skills
Holistic Financial..., Customer Service, Analysis, Business Development, Budgets, Strategic Planning, Time Management, Training, Team Leadership, Management, Team Building, Social Media, Recruiting, Finance, Coaching, Security, Risk Management, Financial Analysis
Education
Carleton University 2005 — 2010
HBA, Psychology
Algonquin College of Applied Arts and Technology 2003 — 2005
Diploma, Police Foundations
Investors Group Financial Services Inc. April 2015 - Present
Canadian Air Transport Security Authority September 2013 - October 2014
Canadian Air Transport Security Authority July 2012 - September 2013
Skills
Holistic Financial..., Customer Service, Analysis, Business Development, Budgets, Strategic Planning, Time Management, Training, Team Leadership, Management, Team Building, Social Media, Recruiting, Finance, Coaching, Security, Risk Management, Financial Analysis
Education
Carleton University 2005 — 2010
HBA, Psychology
Algonquin College of Applied Arts and Technology 2003 — 2005
Diploma, Police Foundations
Lenore Reiner Lenore Reiner's Investors Group Financial Services Inc. Experience January 2004 - March 2006
Job Director of National Sales & Marketing at Motley Fool Asset Management
Industry Financial Services
Experience
Motley Fool Asset Management March 2013 - Present
Calvert Investments September 2011 - February 2013
Calvert Investments January 2008 - August 2011
Calvert Investments April 2006 - December 2007
Investors Group Financial Services Inc. January 2004 - March 2006
Fruit of the Loom November 2001 - January 2004
Nanni September 1996 - October 2001
Skills
Series 6, Series 63, Series 7, Mutual Funds, Asset Allocation, Investments, Securities, Investment Strategies, Investment Advisory, Asset Managment, Strategic Financial..., Financial Advisory, Alternative Investments, Asset Management, Disability Insurance, ETFs, Equities, FINRA, Financial Markets, Fixed Income, Financial Services, Investment Management, Management, Marketing, Portfolio Management, Retirement Planning, Trading, Series 65
Education
Advocis
Life License Qualification Program
Canadian Securities Institute
Canadian Securities Course
York University 1992 — 1996
BES (Honours), Bachelor of Environmental Studies
College for Financial Planning
CMFC, Chartered Mutual Fund Counsellor
Motley Fool Asset Management March 2013 - Present
Calvert Investments September 2011 - February 2013
Calvert Investments January 2008 - August 2011
Calvert Investments April 2006 - December 2007
Investors Group Financial Services Inc. January 2004 - March 2006
Fruit of the Loom November 2001 - January 2004
Nanni September 1996 - October 2001
Skills
Series 6, Series 63, Series 7, Mutual Funds, Asset Allocation, Investments, Securities, Investment Strategies, Investment Advisory, Asset Managment, Strategic Financial..., Financial Advisory, Alternative Investments, Asset Management, Disability Insurance, ETFs, Equities, FINRA, Financial Markets, Fixed Income, Financial Services, Investment Management, Management, Marketing, Portfolio Management, Retirement Planning, Trading, Series 65
Education
Advocis
Life License Qualification Program
Canadian Securities Institute
Canadian Securities Course
York University 1992 — 1996
BES (Honours), Bachelor of Environmental Studies
College for Financial Planning
CMFC, Chartered Mutual Fund Counsellor
CARINA TAKIMOTO CARINA TAKIMOTO's Investors Group Financial Services Inc. Experience October 2010 - December 2011
Job Broker
Industry Financial Services
Experience
Takimoto Financial Services January 2012 - Present
Investors Group Financial Services Inc. October 2010 - December 2011
Skills
Estate Planning, Retirement Planning, Financial Planning, Tax Planning, Mortgage Planning, Debt Consolidation, RRSP, Mutual Funds, Investment Strategies, Life Insurance, Critical Illness, Disability Insurance, RESP, Segregated Funds, Group Insurance, Financial Planners, Strategic Financial..., Fixed Annuities, Universal Life, Certified Mortgage..., Savings, Wealth Accumulation, Insurance, Wealth, Mortgage Lending, Retirement, Loans, Sales, Finance, Investments
Education
Business Marketing Diploma
Business Administration, International Business Diploma
Canadian Securities Institute ( CSI )
Canadian Securities Course (CSC) Diploma
Canadian Securities Institute ( CSI )
Insurance License, Financial Services Commission of Ontario (FSCO)
Financial Services Commission of Ontario (FSCO)
Mortgage Agent License
Qualified Financial Services (QFS)
Segregated Funds & Guaranteed Lifetime Withdrawal Benefit (GLWB)
Takimoto Financial Services January 2012 - Present
Investors Group Financial Services Inc. October 2010 - December 2011
Skills
Estate Planning, Retirement Planning, Financial Planning, Tax Planning, Mortgage Planning, Debt Consolidation, RRSP, Mutual Funds, Investment Strategies, Life Insurance, Critical Illness, Disability Insurance, RESP, Segregated Funds, Group Insurance, Financial Planners, Strategic Financial..., Fixed Annuities, Universal Life, Certified Mortgage..., Savings, Wealth Accumulation, Insurance, Wealth, Mortgage Lending, Retirement, Loans, Sales, Finance, Investments
Education
Business Marketing Diploma
Business Administration, International Business Diploma
Canadian Securities Institute ( CSI )
Canadian Securities Course (CSC) Diploma
Canadian Securities Institute ( CSI )
Insurance License, Financial Services Commission of Ontario (FSCO)
Financial Services Commission of Ontario (FSCO)
Mortgage Agent License
Qualified Financial Services (QFS)
Segregated Funds & Guaranteed Lifetime Withdrawal Benefit (GLWB)
Jessica Scott-Reid's Investors Group Financial Services Inc. Experience September 2007 - June 2008
Job Freelance Writer
Industry Writing and Editing
Experience
Self-employed September 2010 - Present
Notable.ca May 2012 - February 2015
Urban Expressions (Montreal Gazette) June 2013 - July 2014
Investors Group Financial Services Inc. September 2007 - June 2008
Winnipeg Film and Television Industry 1993 - 2007
The Weather Network 2005 - 2006
Skills
Blogging, Lifestyle, Articles, Culinary Skills, Web Content, Copywriting, Journalism, Editing, Creative Writing, Media Relations, Copy Editing, Social Media Marketing, Public Relations, Facebook, Social Networking, Wordpress, Event Planning, Marketing Communications, Content Development, WordPress, Storytelling, New Media, Magazines, Newspapers, Interviews, Press Releases
Education
Athabasca University 2008 — 2013
Master of Arts (M.A.), Integrated Studies- Cultural Studies, 3.9 GPA
The University of Winnipeg 2001 — 2005
BA, Rhetoric and Communications
Self-employed September 2010 - Present
Notable.ca May 2012 - February 2015
Urban Expressions (Montreal Gazette) June 2013 - July 2014
Investors Group Financial Services Inc. September 2007 - June 2008
Winnipeg Film and Television Industry 1993 - 2007
The Weather Network 2005 - 2006
Skills
Blogging, Lifestyle, Articles, Culinary Skills, Web Content, Copywriting, Journalism, Editing, Creative Writing, Media Relations, Copy Editing, Social Media Marketing, Public Relations, Facebook, Social Networking, Wordpress, Event Planning, Marketing Communications, Content Development, WordPress, Storytelling, New Media, Magazines, Newspapers, Interviews, Press Releases
Education
Athabasca University 2008 — 2013
Master of Arts (M.A.), Integrated Studies- Cultural Studies, 3.9 GPA
The University of Winnipeg 2001 — 2005
BA, Rhetoric and Communications
Kevin Turnbull Kevin Turnbull's Investors Group Financial Services Inc. Experience 2008 - 2009
Job Project Manager at NVisionIT Interactive
Industry Computer Software
Experience
N-VisionIT Interactive September 2014 - Present
Aurora Aqua Farms 2009 - Present
Investors Group Financial Services Inc. 2008 - 2009
Skills
Entrepreneurship, Start-ups, Leadership, Social Media, Strategic Planning, Team Leadership, Customer Service, Time Management, Program Management, Research, Social Media Marketing, Marketing Strategy, Business Planning, New Business Development, Business Strategy, Business Development
Education
MarCom Toolkit Seminar Series
Carleton University 2010 — 2014
undergrad, Business
The Audio Recording Academy 2007 — 2008
Audio Engineering
N-VisionIT Interactive September 2014 - Present
Aurora Aqua Farms 2009 - Present
Investors Group Financial Services Inc. 2008 - 2009
Skills
Entrepreneurship, Start-ups, Leadership, Social Media, Strategic Planning, Team Leadership, Customer Service, Time Management, Program Management, Research, Social Media Marketing, Marketing Strategy, Business Planning, New Business Development, Business Strategy, Business Development
Education
MarCom Toolkit Seminar Series
Carleton University 2010 — 2014
undergrad, Business
The Audio Recording Academy 2007 — 2008
Audio Engineering
Takeo Kushi Takeo Kushi's Investors Group Financial Services Inc. Experience January 2011 - February 2012
Job Finance
Industry Financial Services
Experience
Microsoft December 2014 - Present
EnTech Engineering PC May 2014 - December 2014
Investors Group Financial Services Inc. January 2011 - February 2012
Skills
Finance, Sales, Mutual Funds, Marketing, Investments, Strategic Financial..., Retirement, Estate Planning, Wealth Management, Pensions, Portfolio Management, Banking, Financial Analysis
Education
Concordia University 2006 — 2010
Bachelor of Commerce, Finance
Hofstra University 2004 — 2006
Business
Microsoft December 2014 - Present
EnTech Engineering PC May 2014 - December 2014
Investors Group Financial Services Inc. January 2011 - February 2012
Skills
Finance, Sales, Mutual Funds, Marketing, Investments, Strategic Financial..., Retirement, Estate Planning, Wealth Management, Pensions, Portfolio Management, Banking, Financial Analysis
Education
Concordia University 2006 — 2010
Bachelor of Commerce, Finance
Hofstra University 2004 — 2006
Business
Neeraj Bisht Neeraj Bisht's Investors Group Financial Services Inc. Experience 2014 - Present
Job Financial advisor, focusing on wealth creation for Canadians with Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc. 2014 - Present
ShivSai Infrastructure (P)Ltd April 2006 - May 2014
Shree Baidyanath Ayurved Bhawan Pvt.ltd April 1998 - May 2014
Skills
Accounting, Budgets, Financial Analysis, Forecasting, Management, Strategic Planning, Managerial Finance, Business Planning, Team Management, Financial Planning, Finance, Investments, Risk Management, Retirement Planning, Estate Planning, MIS, Retirement, Wealth, Financial Services
Education
The Institute of Chartered Accountants of India 1992 — 1995
Chaudhary Charan Singh University 1989 — 1992
Bachelor of Commerce (B.Com.), Accounting and Finance, 1st division
The Institute Of Cost and Works Accountant Of India 1989 — 1992
Investors Group Financial Services Inc. 2014 - Present
ShivSai Infrastructure (P)Ltd April 2006 - May 2014
Shree Baidyanath Ayurved Bhawan Pvt.ltd April 1998 - May 2014
Skills
Accounting, Budgets, Financial Analysis, Forecasting, Management, Strategic Planning, Managerial Finance, Business Planning, Team Management, Financial Planning, Finance, Investments, Risk Management, Retirement Planning, Estate Planning, MIS, Retirement, Wealth, Financial Services
Education
The Institute of Chartered Accountants of India 1992 — 1995
Chaudhary Charan Singh University 1989 — 1992
Bachelor of Commerce (B.Com.), Accounting and Finance, 1st division
The Institute Of Cost and Works Accountant Of India 1989 — 1992
David Eades David Eades's Investors Group Financial Services Inc. Experience October 2002 - April 2005
Job Manager, Business Optimization at Aspire
Industry Hospitality
Experience
Aspire Lifestyles August 2012 - Present
Circles April 2005 - July 2012
Investors Group Financial Services Inc. October 2002 - April 2005
Skills
Team Leadership, Customer Satisfaction, Management, Call Centers, Team Building, Customer Experience, Analysis, Customer Service, Call Center, Project Management, Coaching, CRM, Excel, Operations Management, Customer Relations, Problem Solving, Strategic Planning, People Management, Word, Team Management, Planning, English, Outlook, Negotiation, Process Improvement
Education
Brock University 1998 — 2000
Business
University of Manitoba 1997 — 1998
Business
McMaster University
Certificate of Completion, Lean Six Sigma - Green Belt
Aspire Lifestyles August 2012 - Present
Circles April 2005 - July 2012
Investors Group Financial Services Inc. October 2002 - April 2005
Skills
Team Leadership, Customer Satisfaction, Management, Call Centers, Team Building, Customer Experience, Analysis, Customer Service, Call Center, Project Management, Coaching, CRM, Excel, Operations Management, Customer Relations, Problem Solving, Strategic Planning, People Management, Word, Team Management, Planning, English, Outlook, Negotiation, Process Improvement
Education
Brock University 1998 — 2000
Business
University of Manitoba 1997 — 1998
Business
McMaster University
Certificate of Completion, Lean Six Sigma - Green Belt
Graham O'Bray, CPA, CGA Graham O'Bray, CPA, CGA's Investors Group Financial Services Inc. Experience May 2011 - September 2011
Job Accounting Implementation Consultant at Prophet Business Group
Industry Accounting
Experience
Prophet Business Group July 2013 - Present
Commercial Credit Adjusters Ltd. November 2012 - July 2013
Red River College September 2010 - April 2012
Investors Group Financial Services Inc. May 2011 - September 2011
McDonald's Restaurants of Canada Limited October 2005 - December 2010
Skills
Time Management, Microsoft Dynamics, Management, Petty Cash, Sage, Accounting, Confidentiality, Leadership, Managing Deadlines, Work in A Fast Paced..., Employee Training, Cash Posting, Cash Journal..., Credit Card..., Daily Deposits, Filing Cash Journals, Money Transfers, Simply Accounting, Management Reporter, SQL Report Writing, Microsoft Excel, Microsoft SQL Server
Education
Certified General Accountants Association of Manitoba 2012 — 2016
CGA, Accounting
Athabasca University 2015 — 2015
Bachelor of General Studies, Accounting and Finance
Microsoft Certificates 2014 — 2014
Red River College 2009 — 2012
Business Adminitration, Accounting
University of Manitoba 2006 — 2009
Physical Education
Prophet Business Group July 2013 - Present
Commercial Credit Adjusters Ltd. November 2012 - July 2013
Red River College September 2010 - April 2012
Investors Group Financial Services Inc. May 2011 - September 2011
McDonald's Restaurants of Canada Limited October 2005 - December 2010
Skills
Time Management, Microsoft Dynamics, Management, Petty Cash, Sage, Accounting, Confidentiality, Leadership, Managing Deadlines, Work in A Fast Paced..., Employee Training, Cash Posting, Cash Journal..., Credit Card..., Daily Deposits, Filing Cash Journals, Money Transfers, Simply Accounting, Management Reporter, SQL Report Writing, Microsoft Excel, Microsoft SQL Server
Education
Certified General Accountants Association of Manitoba 2012 — 2016
CGA, Accounting
Athabasca University 2015 — 2015
Bachelor of General Studies, Accounting and Finance
Microsoft Certificates 2014 — 2014
Red River College 2009 — 2012
Business Adminitration, Accounting
University of Manitoba 2006 — 2009
Physical Education
Isaac Oludare Isaac Oludare's Investors Group Financial Services Inc. Experience October 2014 - Present
Job Consultant, Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc. October 2014 - Present
The Guest Place March 2010 - January 2013
Industrial and General Insurance PLC August 2005 - January 2010
Skills
Microsoft Office, Leadership, Customer Service, Skilled Relationship..., Retirement Planning, Investments, Insurance, Cash Management, Interpersonal Skills, Tax Planning, CRM, Negotiation
Education
Anglia Ruskin University 2013 — 2014
MBA
Abubakar Tafawa Balewa University 1999 — 2000
Post Graduate Diploma, Financial Management
Investors Group Financial Services Inc. October 2014 - Present
The Guest Place March 2010 - January 2013
Industrial and General Insurance PLC August 2005 - January 2010
Skills
Microsoft Office, Leadership, Customer Service, Skilled Relationship..., Retirement Planning, Investments, Insurance, Cash Management, Interpersonal Skills, Tax Planning, CRM, Negotiation
Education
Anglia Ruskin University 2013 — 2014
MBA
Abubakar Tafawa Balewa University 1999 — 2000
Post Graduate Diploma, Financial Management
Sal Pellettieri, CFA Sal Pellettieri, CFA's Investors Group Financial Services Inc. Experience January 2001 - June 2006
Job Manager of Investments at HEB MANITOBA
Industry Investment Management
Experience
HEB MANITOBA March 2015 - Present
University of Manitoba August 2013 - Present
Quadrant Asset Management March 2014 - March 2015
Pavilion Advisory Group December 2012 - January 2014
Independent Investment Manager January 2010 - July 2012
First Quadrant August 2006 - September 2009
Investors Group Financial Services Inc. January 2001 - June 2006
University of Winnipeg August 2003 - May 2005
Canadian Securities Insitute September 2002 - May 2003
Winnipeg Commodity Exchange June 1999 - January 2000
Skills
Portfolio Management, Options, Quantitative Analysis, Hedge Funds, Asset Management, Equities, Econometrics, SAS, R, Barra Aegis, Factset, VBA, MS Office, Risk Management, Microsoft Excel, Investment Research, PowerPoint, Performance Attribution, Equity & option trading, Options Strategies, Quantitative Analytics, Investments, Bloomberg, Mutual Funds, Investment Strategies, Trading, Microsoft Office, Investment Banking
Education
Brandeis University, Lemberg - International Business School 1997 — 1999
Masters degree, International Finance
Università Commerciale 'Luigi Bocconi' 1998 — 1999
Masters degree, Finance
The University of Winnipeg 1993 — 1997
BA Hons, Economics
HEB MANITOBA March 2015 - Present
University of Manitoba August 2013 - Present
Quadrant Asset Management March 2014 - March 2015
Pavilion Advisory Group December 2012 - January 2014
Independent Investment Manager January 2010 - July 2012
First Quadrant August 2006 - September 2009
Investors Group Financial Services Inc. January 2001 - June 2006
University of Winnipeg August 2003 - May 2005
Canadian Securities Insitute September 2002 - May 2003
Winnipeg Commodity Exchange June 1999 - January 2000
Skills
Portfolio Management, Options, Quantitative Analysis, Hedge Funds, Asset Management, Equities, Econometrics, SAS, R, Barra Aegis, Factset, VBA, MS Office, Risk Management, Microsoft Excel, Investment Research, PowerPoint, Performance Attribution, Equity & option trading, Options Strategies, Quantitative Analytics, Investments, Bloomberg, Mutual Funds, Investment Strategies, Trading, Microsoft Office, Investment Banking
Education
Brandeis University, Lemberg - International Business School 1997 — 1999
Masters degree, International Finance
Università Commerciale 'Luigi Bocconi' 1998 — 1999
Masters degree, Finance
The University of Winnipeg 1993 — 1997
BA Hons, Economics
Tyler Manning, CFP's Investors Group Financial Services Inc. Experience June 2010 - Present
Job Associate Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. June 2010 - Present
Independent Financial Concepts Group November 2009 - April 2010
Skills
Strategic Financial..., Wealth Management, Life Insurance, Financial Services, Employee Benefits, Retirement Planning, Personal Finance, Critical Illness, Financial Planners, Mutual Funds, Fixed Annuities, Pensions, Investments, Disability Insurance, Financial Advisory, Investment Advisory, Accounting, Portfolio Management, Wealth, Estate Planning, Retirement, Finance, Investment Strategies, Asset Allocation, Certified Financial..., Financial Planning
Education
Seneca College of Applied Arts and Technology 2009 — 2010
Financial Services Practitioner
Brock University 2005 — 2009
B.A., Social Sciences
Investors Group Financial Services Inc. June 2010 - Present
Independent Financial Concepts Group November 2009 - April 2010
Skills
Strategic Financial..., Wealth Management, Life Insurance, Financial Services, Employee Benefits, Retirement Planning, Personal Finance, Critical Illness, Financial Planners, Mutual Funds, Fixed Annuities, Pensions, Investments, Disability Insurance, Financial Advisory, Investment Advisory, Accounting, Portfolio Management, Wealth, Estate Planning, Retirement, Finance, Investment Strategies, Asset Allocation, Certified Financial..., Financial Planning
Education
Seneca College of Applied Arts and Technology 2009 — 2010
Financial Services Practitioner
Brock University 2005 — 2009
B.A., Social Sciences
kari hilton kari hilton's Investors Group Financial Services Inc. Experience March 2006 - July 2010
Job Operations at Pizza Hut
Industry Wireless
Experience
Pizza Hut April 2011 - Present
AML Communications Inc. June 2010 - April 2011
Investors Group Financial Services Inc. March 2006 - July 2010
Professional Golfer November 2003 - September 2006
Education
Charleston Southern University 1999 — 2003
BS, Criminal Justice
Pizza Hut April 2011 - Present
AML Communications Inc. June 2010 - April 2011
Investors Group Financial Services Inc. March 2006 - July 2010
Professional Golfer November 2003 - September 2006
Education
Charleston Southern University 1999 — 2003
BS, Criminal Justice
Erin Richler Erin Richler's Investors Group Financial Services Inc. Experience 2009 - 2009
Job Fashion Recruiter | HeadHunter | Talent Acquisition Specialist | Chasseur de têtes
Industry Staffing and Recruiting
Experience
Patty Shapiro & Associates 2009 - January 2015
Investors Group Financial Services Inc. 2009 - 2009
McGill University 2007 - 2009
Jewish Family Services 2006 - 2007
Skills
Recruiting, Sourcing, Talent Acquisition, Interviews, Hiring, Fashion, Customer Service, Talent Management, Succession Planning, Employee Relations, Onboarding, Human Resources, Performance Management, Experienced, Retail Management, Job Placements, Specialized, Career Advising, Resume Writing, Customer Satisfaction, Career placement, Nationwide, Informative, Wholesale, Retail, Team Player, Executive Search, Applicant Tracking..., Technical Recruiting, Employee Engagement, Career Assessment, Merchandising, Career Counseling, Sales, Job Coaching, Store Management, Management, Coaching
Education
McGill University 2005 — 2007
M.Ed, Educational Psychology
Concordia University 2002 — 2005
B.A., Applied Human Sciences: Human Relations
Bialik High School
Patty Shapiro & Associates 2009 - January 2015
Investors Group Financial Services Inc. 2009 - 2009
McGill University 2007 - 2009
Jewish Family Services 2006 - 2007
Skills
Recruiting, Sourcing, Talent Acquisition, Interviews, Hiring, Fashion, Customer Service, Talent Management, Succession Planning, Employee Relations, Onboarding, Human Resources, Performance Management, Experienced, Retail Management, Job Placements, Specialized, Career Advising, Resume Writing, Customer Satisfaction, Career placement, Nationwide, Informative, Wholesale, Retail, Team Player, Executive Search, Applicant Tracking..., Technical Recruiting, Employee Engagement, Career Assessment, Merchandising, Career Counseling, Sales, Job Coaching, Store Management, Management, Coaching
Education
McGill University 2005 — 2007
M.Ed, Educational Psychology
Concordia University 2002 — 2005
B.A., Applied Human Sciences: Human Relations
Bialik High School
Carlo IOZZO, BComm's Investors Group Financial Services Inc. Experience September 2002 - Present
Job Division Director at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. September 2002 - Present
Skills
Financial Planners, Retirement Planning, Estate Planning, Wealth Management
Education
Concordia University 1998 — 2002
Bachelor of Commerce (BCom), Finance, General
Investors Group Financial Services Inc. September 2002 - Present
Skills
Financial Planners, Retirement Planning, Estate Planning, Wealth Management
Education
Concordia University 1998 — 2002
Bachelor of Commerce (BCom), Finance, General
Hadi El-Duweini Hadi El-Duweini's Investors Group Financial Services Inc. Experience January 2002 - May 2004
Job General Manager at Bureau Joseph Canada Inc., LION
Industry Legal Services
Experience
Bureau Joseph Canada Inc. March 2011 - Present
TandemLaunch Technologies Inc. September 2012 - February 2013
Cora DDO January 2008 - December 2010
BNT Solutions Inc. September 2004 - 2006
BNT Solutions Inc. May 2004 - September 2004
Investors Group Financial Services Inc. January 2002 - May 2004
San Giovanni Group - Internship with Canadian Government, Alexandria, Egypt January 2001 - December 2001
Woosuk University, CheonJu, South Korea September 1999 - September 2000
Skills
Customer Relations, Customer Satisfaction, Budgeting, Planning, Strategic Planning, Requirements Analysis, Start-ups, Business Strategy, New Business Development, Small Business, Team Building, Business Planning, Logistics, Intellectual Property, Patent Drafting, Patents, Trademark Prosecution, Domain Name Disputes, Domain Name Registration, Trade Secrets, Trademark Infringement, Industrial Design, Patent Prosecution, Trademarks, Project Planning, Copyright Law, Domain Names, Budgets, Customer Service, Analysis, Licensing, Quality Assurance, Management, Technology Transfer, Due Diligence, Mergers & Acquisitions, Venture Capital, Strategy, Entrepreneurship, Invention, Commercialization, Contract Negotiation
Education
McGill/IPIC 2011 — 2011
Patents & Trade-Marks
Project Management Institute 2007 — 2007
Project Management Professional Certificate, Project Management
Concordia University 1995 — 1999
B.Com., M.I.S.
Marianopolis College 1993 — 1995
Natural Sciences Diploma, Health Sciences
Alexander von Humboldt German School 1988 — 1993
High School Diploma/German Language Diploma Level II (DSDII)
Bureau Joseph Canada Inc. March 2011 - Present
TandemLaunch Technologies Inc. September 2012 - February 2013
Cora DDO January 2008 - December 2010
BNT Solutions Inc. September 2004 - 2006
BNT Solutions Inc. May 2004 - September 2004
Investors Group Financial Services Inc. January 2002 - May 2004
San Giovanni Group - Internship with Canadian Government, Alexandria, Egypt January 2001 - December 2001
Woosuk University, CheonJu, South Korea September 1999 - September 2000
Skills
Customer Relations, Customer Satisfaction, Budgeting, Planning, Strategic Planning, Requirements Analysis, Start-ups, Business Strategy, New Business Development, Small Business, Team Building, Business Planning, Logistics, Intellectual Property, Patent Drafting, Patents, Trademark Prosecution, Domain Name Disputes, Domain Name Registration, Trade Secrets, Trademark Infringement, Industrial Design, Patent Prosecution, Trademarks, Project Planning, Copyright Law, Domain Names, Budgets, Customer Service, Analysis, Licensing, Quality Assurance, Management, Technology Transfer, Due Diligence, Mergers & Acquisitions, Venture Capital, Strategy, Entrepreneurship, Invention, Commercialization, Contract Negotiation
Education
McGill/IPIC 2011 — 2011
Patents & Trade-Marks
Project Management Institute 2007 — 2007
Project Management Professional Certificate, Project Management
Concordia University 1995 — 1999
B.Com., M.I.S.
Marianopolis College 1993 — 1995
Natural Sciences Diploma, Health Sciences
Alexander von Humboldt German School 1988 — 1993
High School Diploma/German Language Diploma Level II (DSDII)
Jennifer Vawer Jennifer Vawer's Investors Group Financial Services Inc. Experience March 2008 - December 2008
Job Owner, Get Spa'd & BeautiControl
Industry
Experience
Get Spa'd & BeautiControl Front of House ManagerEast Side Mario'sJanuary 2009 - February 2010
Investors Group Financial Services Inc. March 2008 - December 2008
Education
BeautiU 2008 — 2008
Beauty products, sales, marketing
Institute of Canadian Bankers 2007 — 2008
Finanace
Algonquin College of Applied Arts and Technology 2002 — 2005
Travel & Tourism, Resedential Decor
Get Spa'd & BeautiControl Front of House ManagerEast Side Mario'sJanuary 2009 - February 2010
Investors Group Financial Services Inc. March 2008 - December 2008
Education
BeautiU 2008 — 2008
Beauty products, sales, marketing
Institute of Canadian Bankers 2007 — 2008
Finanace
Algonquin College of Applied Arts and Technology 2002 — 2005
Travel & Tourism, Resedential Decor
Susan Mersereau Susan Mersereau's Investors Group Financial Services Inc. Experience August 2011 - August 2012
Job WordPress Web Master
Industry Financial Services
Experience
Great River Media February 2015 - Present
Web Development September 2012 - May 2013
Investors Group Financial Services Inc. August 2011 - August 2012
Nortel Networks July 1983 - May 2001
Skills
Team Leadership, Strategic Planning, Wealth Management, Financial Services, Project Planning, Talent Management, Human Resources, Budgets, Account Management
Education
Herzing College 2012 — 2013
Diploma (Honors), Web Development and Design
McGill University 1981 — 1983
CA Courses
Queen's University 1977 — 1981
B.P.H.E., Physical & Health Education
Queen's University 1977 — 1981
B.A., Biology
Dunfermline College of P.E. 1979 — 1980
Bachelor's degree, Physical Education
John Abbott College 1982 — 1983
Dip Data Processing, Computer Programming
McGill University
Great River Media February 2015 - Present
Web Development September 2012 - May 2013
Investors Group Financial Services Inc. August 2011 - August 2012
Nortel Networks July 1983 - May 2001
Skills
Team Leadership, Strategic Planning, Wealth Management, Financial Services, Project Planning, Talent Management, Human Resources, Budgets, Account Management
Education
Herzing College 2012 — 2013
Diploma (Honors), Web Development and Design
McGill University 1981 — 1983
CA Courses
Queen's University 1977 — 1981
B.P.H.E., Physical & Health Education
Queen's University 1977 — 1981
B.A., Biology
Dunfermline College of P.E. 1979 — 1980
Bachelor's degree, Physical Education
John Abbott College 1982 — 1983
Dip Data Processing, Computer Programming
McGill University
Maja Swiatnicka Maja Swiatnicka's Investors Group Financial Services Inc. Experience April 2008 - December 2009
Job Branch Manager at BMO Bank of Montreal
Industry Banking
Experience
BMO Bank of Montreal January 2013 - Present
BMO Bank of Montreal December 2011 - December 2012
St.Stanislaus-St.Casimir's Polish Credit Union Ltd. February 2010 - December 2011
Investors Group Financial Services Inc. April 2008 - December 2009
Kraft Foods June 2005 - July 2007
Danone October 1999 - June 2005
Skills
Market Planning, Market Analysis, Account Management, Sales Management, Budgeting
Education
Ecole Nationale des Ponts et Chaussées 1998 — 2000
MBA, International Business
University of Bristol 1998 — 2000
MBA, International Business
1990 — 1995
M.Sc.Econ., Economics, Foreign Trade, Marketing and Management
BMO Bank of Montreal January 2013 - Present
BMO Bank of Montreal December 2011 - December 2012
St.Stanislaus-St.Casimir's Polish Credit Union Ltd. February 2010 - December 2011
Investors Group Financial Services Inc. April 2008 - December 2009
Kraft Foods June 2005 - July 2007
Danone October 1999 - June 2005
Skills
Market Planning, Market Analysis, Account Management, Sales Management, Budgeting
Education
Ecole Nationale des Ponts et Chaussées 1998 — 2000
MBA, International Business
University of Bristol 1998 — 2000
MBA, International Business
1990 — 1995
M.Sc.Econ., Economics, Foreign Trade, Marketing and Management
Semiha Yesim Karacova, BA's Investors Group Financial Services Inc. Experience 2007 - Present
Job Financial Security Advisor, Mutual Funds Represenative at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. 2007 - Present
BNP Paribas January 1995 - 2006
Credit Lyonnais 1992 - 1995
Skills
Strategic Financial..., Financial Analysis, Banking, Investments, Risk Management, Business Planning, Financial Services, Wealth Management, Budgets, Insurance, Mutual Funds, Retirement Planning, Investment Strategies, Finance, Teamwork, Critical Illness, Public Speaking, Financial Advisory, Team Building, Segregated Funds, Financial Planners, Portfolio Management, RRSP, Retirement Savings, Investment Advisory, Estate Planning, Retirement, Wealth, Personal Financial..., TFSA, Wealth Accumulation, Asset Management, Mortgage Lending, Financial Planning
Education
Bogazici University 1983 — 1987
BA
Boğaziçi University 1983 — 1987
Izmir American College 1976 — 1983
Investors Group Financial Services Inc. 2007 - Present
BNP Paribas January 1995 - 2006
Credit Lyonnais 1992 - 1995
Skills
Strategic Financial..., Financial Analysis, Banking, Investments, Risk Management, Business Planning, Financial Services, Wealth Management, Budgets, Insurance, Mutual Funds, Retirement Planning, Investment Strategies, Finance, Teamwork, Critical Illness, Public Speaking, Financial Advisory, Team Building, Segregated Funds, Financial Planners, Portfolio Management, RRSP, Retirement Savings, Investment Advisory, Estate Planning, Retirement, Wealth, Personal Financial..., TFSA, Wealth Accumulation, Asset Management, Mortgage Lending, Financial Planning
Education
Bogazici University 1983 — 1987
BA
Boğaziçi University 1983 — 1987
Izmir American College 1976 — 1983
Roy Wolker's Investors Group Financial Services Inc. Experience 2000 - Present
Job Senior Financial Consultant
Industry Investment Management
Experience
Investors Group Financial Services Inc. 2000 - Present
TD Waterhouse Investor Services 1990 - 2000
Skills
Strategic Financial..., Retirement Planning, Investments, Estate Planning, Retirement, Portfolio Management, Financial Planners, Securities, Risk Management, Financial Services, Wealth, Tax, High Net Worth..., Employee Benefits, Pensions, Mutual Funds, Finance, Wealth Management, Investment Strategies, Financial Advisory, Financial Planning
Education
Carleton University
B.Comm Hon.
Investors Group Financial Services Inc. 2000 - Present
TD Waterhouse Investor Services 1990 - 2000
Skills
Strategic Financial..., Retirement Planning, Investments, Estate Planning, Retirement, Portfolio Management, Financial Planners, Securities, Risk Management, Financial Services, Wealth, Tax, High Net Worth..., Employee Benefits, Pensions, Mutual Funds, Finance, Wealth Management, Investment Strategies, Financial Advisory, Financial Planning
Education
Carleton University
B.Comm Hon.
Sara Baptiste-Brown's Investors Group Financial Services Inc. Experience October 2009 - January 2010
Job Recruiter at Aerotek
Industry Human Resources
Experience
Aerotek February 2015 - Present
Enterprise Rent-A-Car November 2013 - February 2015
Workforce Humanity August 2013 - April 2014
Government of Kiribati August 2011 - February 2012
Mahiti Infotech Pvt. Ltd. January 2010 - October 2010
Investors Group Financial Services Inc. October 2009 - January 2010
Hippocampus Bangalore February 2009 - August 2009
AIESEC August 2007 - February 2009
Symcor February 2008 - December 2008
UNICEF Quebec August 2008 - November 2008
Skills
Management, Recruiting, Leadership Development, Performance Management, Human Resources, Talent Management, Team Building, Cross Cultural..., Employee Relations, Personnel Management, Organizational..., Public Speaking, International..., Intercultural..., Nonprofits, Non-profits, NGOs, Program Management, Social Business, Climate Change, Resiliency, Climate Change..., Sustainable Development, Natural Resources, Proposal Writing, Research, Qualitative Research, Government, Program Evaluation, Strategic Planning, Event Management, Workshop Facilitation, Fundraising, Time Management, Leadership, Project Management, Team Leadership, Microsoft Office, Analysis, International Relations, Teamwork, Consulting, Microsoft Excel, Customer Service, Sales, Coaching
Education
Lund University 2010 — 2012
MSc, International Development Management (LUMID)
Concordia University 2005 — 2008
B.Comm, Management (HRM) & Political Science
Aerotek February 2015 - Present
Enterprise Rent-A-Car November 2013 - February 2015
Workforce Humanity August 2013 - April 2014
Government of Kiribati August 2011 - February 2012
Mahiti Infotech Pvt. Ltd. January 2010 - October 2010
Investors Group Financial Services Inc. October 2009 - January 2010
Hippocampus Bangalore February 2009 - August 2009
AIESEC August 2007 - February 2009
Symcor February 2008 - December 2008
UNICEF Quebec August 2008 - November 2008
Skills
Management, Recruiting, Leadership Development, Performance Management, Human Resources, Talent Management, Team Building, Cross Cultural..., Employee Relations, Personnel Management, Organizational..., Public Speaking, International..., Intercultural..., Nonprofits, Non-profits, NGOs, Program Management, Social Business, Climate Change, Resiliency, Climate Change..., Sustainable Development, Natural Resources, Proposal Writing, Research, Qualitative Research, Government, Program Evaluation, Strategic Planning, Event Management, Workshop Facilitation, Fundraising, Time Management, Leadership, Project Management, Team Leadership, Microsoft Office, Analysis, International Relations, Teamwork, Consulting, Microsoft Excel, Customer Service, Sales, Coaching
Education
Lund University 2010 — 2012
MSc, International Development Management (LUMID)
Concordia University 2005 — 2008
B.Comm, Management (HRM) & Political Science
John Vignone's Investors Group Financial Services Inc. Experience August 2000 - September 2009
Job Executive Financial Consultant at Vignone & Associates Private Wealth Management
Industry Financial Services
Experience
Investors Group June 1995 - Present
Investors Group Financial Services Inc. August 2000 - September 2009
Skills
Retirement Planning, Mutual Funds, Wealth Management, Investments, Financial Planning, Wealth, Insurance, Portfolio Management, Retirement, Investment Strategies, Pensions, Financial Planners, Estate Planning, Financial Advisory, Fixed Income, Fixed Annuities, Annuities
Education
Concordia University 1992 — 1995
B.Comm., Finance
Investors Group June 1995 - Present
Investors Group Financial Services Inc. August 2000 - September 2009
Skills
Retirement Planning, Mutual Funds, Wealth Management, Investments, Financial Planning, Wealth, Insurance, Portfolio Management, Retirement, Investment Strategies, Pensions, Financial Planners, Estate Planning, Financial Advisory, Fixed Income, Fixed Annuities, Annuities
Education
Concordia University 1992 — 1995
B.Comm., Finance
Hadi Islamivatan's Investors Group Financial Services Inc. Experience March 2007 - January 2010
Job Financial Advisor at RBC
Industry Financial Services
Experience
RBC Royal Bank January 2010 - Present
Investors Group Financial Services Inc. March 2007 - January 2010
Scotia McLeod May 2005 - March 2007
Education
Concordia University 2002 — 2005
RBC Royal Bank January 2010 - Present
Investors Group Financial Services Inc. March 2007 - January 2010
Scotia McLeod May 2005 - March 2007
Education
Concordia University 2002 — 2005
Paul Bassily's Investors Group Financial Services Inc. Experience January 1998 - July 2004
Job CEO at Hawaii Ice
Industry Restaurants
Experience
Hawaii Ice January 2014 - Present
O'Leary Funds September 2009 - July 2012
Scotiabank July 2007 - November 2008
Laurentian Bank July 2003 - July 2007
Investors Group Financial Services Inc. January 1998 - July 2004
Saine Marketing 1996 - 1998
Canadian Armed Forces January 1992 - November 1993
Skills
Customer Service, Public Speaking, Sales, Business Development, Coaching, Management, Asset Management, Training, Financial Planning, Sales Management
Education
Concordia University
Business studies
Concordia University
Université du Québec à Montréal
Management
cf
Hawaii Ice January 2014 - Present
O'Leary Funds September 2009 - July 2012
Scotiabank July 2007 - November 2008
Laurentian Bank July 2003 - July 2007
Investors Group Financial Services Inc. January 1998 - July 2004
Saine Marketing 1996 - 1998
Canadian Armed Forces January 1992 - November 1993
Skills
Customer Service, Public Speaking, Sales, Business Development, Coaching, Management, Asset Management, Training, Financial Planning, Sales Management
Education
Concordia University
Business studies
Concordia University
Université du Québec à Montréal
Management
cf
Darlene Ross's Investors Group Financial Services Inc. Experience 2010 - January 2011
Job Director, Vendor Management PRESTO at Metrolinx
Industry Information Technology and Services
Experience
PRESTO at Metrolinx August 2012 - Present
Inner Destinies Enterprises Inc. September 2011 - Present
ING DIRECT Canada April 2012 - August 2012
Symcor 2010 - October 2011
Investors Group Financial Services Inc. 2010 - January 2011
Powernoodle 2011 - 2011
Bank of Montreal April 2004 - November 2007
Bank of Montreal 2002 - 2004
Bank of Montreal 1999 - 2002
Bank of Montreal February 1995 - July 1999
Skills
Outsourcing, Financial Services, Relationship Management, Vendor Management, Strategy
Education
BMO Advanced Executive Program, jointly offered by UWO (Ivey) and Northwestern (Kellogg) 1998 — 2000
MBA
Boston University
Project Management, Project Management
Hypnosis Connections
Certified Master Hypnotherapist
International Association Of Outsourcing Professionals
Certifed Outsourcing Professional
University of Waterloo
SW Professional, Computer Science
PRESTO at Metrolinx August 2012 - Present
Inner Destinies Enterprises Inc. September 2011 - Present
ING DIRECT Canada April 2012 - August 2012
Symcor 2010 - October 2011
Investors Group Financial Services Inc. 2010 - January 2011
Powernoodle 2011 - 2011
Bank of Montreal April 2004 - November 2007
Bank of Montreal 2002 - 2004
Bank of Montreal 1999 - 2002
Bank of Montreal February 1995 - July 1999
Skills
Outsourcing, Financial Services, Relationship Management, Vendor Management, Strategy
Education
BMO Advanced Executive Program, jointly offered by UWO (Ivey) and Northwestern (Kellogg) 1998 — 2000
MBA
Boston University
Project Management, Project Management
Hypnosis Connections
Certified Master Hypnotherapist
International Association Of Outsourcing Professionals
Certifed Outsourcing Professional
University of Waterloo
SW Professional, Computer Science
Vikas Gulati's Investors Group Financial Services Inc. Experience October 2005 - August 2007
Job Lending Specialist, BMO
Industry Banking
Experience
Bank of Montreal October 2013 - Present
CIBC September 2007 - October 2013
Investors Group Financial Services Inc. October 2005 - August 2007
Global insurance solutions May 2003 - September 2005
Skills
Investment Advisory, Credit, Securities, Wealth, Financial Analysis, Business Analysis, Business Strategy, Mutual Funds, Investment Strategies, Retirement Planning, Wealth Management, Strategic Financial..., Investments, Mortgage Lending, Financial Services, Finance, Asset Allocation, Analysis, Wealth Management..., Relationship Management, CRM, Financial Risk, Risk Management, Loans, Financial Planning
Education
Centennial College 2007 — 2008
Financial Planning
Canadian Securities Insitute
The Investment Funds Institute of Canada
Bank of Montreal October 2013 - Present
CIBC September 2007 - October 2013
Investors Group Financial Services Inc. October 2005 - August 2007
Global insurance solutions May 2003 - September 2005
Skills
Investment Advisory, Credit, Securities, Wealth, Financial Analysis, Business Analysis, Business Strategy, Mutual Funds, Investment Strategies, Retirement Planning, Wealth Management, Strategic Financial..., Investments, Mortgage Lending, Financial Services, Finance, Asset Allocation, Analysis, Wealth Management..., Relationship Management, CRM, Financial Risk, Risk Management, Loans, Financial Planning
Education
Centennial College 2007 — 2008
Financial Planning
Canadian Securities Insitute
The Investment Funds Institute of Canada
Michael Martella's Investors Group Financial Services Inc. Experience 2005 - August 2014
Job Financial Securities Advisor at Raymond James Ltd
Industry Financial Services
Experience
Raymond James Ltd. August 2014 - Present
Investors Group Financial Services Inc. 2005 - August 2014
Skills
Estate Planning, Life Insurance, Critical Illness, Disability Insurance, Estate Tax Planning, Corporate Tax Planning, Investment Strategies, Retirement Planning, Wealth Management..., Charitable Trusts, Retirement, Financial Advisory, Wealth, Wealth Management, Finance, Financial Services, Portfolio Management, Investment Advisory
Education
Concordia University
Bachelor's degree, Economics
Raymond James Ltd. August 2014 - Present
Investors Group Financial Services Inc. 2005 - August 2014
Skills
Estate Planning, Life Insurance, Critical Illness, Disability Insurance, Estate Tax Planning, Corporate Tax Planning, Investment Strategies, Retirement Planning, Wealth Management..., Charitable Trusts, Retirement, Financial Advisory, Wealth, Wealth Management, Finance, Financial Services, Portfolio Management, Investment Advisory
Education
Concordia University
Bachelor's degree, Economics
Varun Tiwari's Investors Group Financial Services Inc. Experience October 2009 - February 2010
Job Trader at BMO Investorline
Industry Financial Services
Experience
BMO Investorline November 2012 - Present
BMO March 2011 - November 2012
Canon Business Solutions February 2010 - March 2011
Investors Group Financial Services Inc. October 2009 - February 2010
SBR International August 2008 - October 2009
Skills
Canadian Securities..., Mutual Funds, New Business Development, Account Management
Education
Brunel University 2005 — 2008
BSc. Hons, Economics and Business Finance
BMO Investorline November 2012 - Present
BMO March 2011 - November 2012
Canon Business Solutions February 2010 - March 2011
Investors Group Financial Services Inc. October 2009 - February 2010
SBR International August 2008 - October 2009
Skills
Canadian Securities..., Mutual Funds, New Business Development, Account Management
Education
Brunel University 2005 — 2008
BSc. Hons, Economics and Business Finance
Denis Dodd's Investors Group Financial Services Inc. Experience August 2008 - June 2010
Job ..
Industry Military
Experience
Hunt Club Honda August 2010 - January 2012
Investors Group Financial Services Inc. August 2008 - June 2010
Surgenor Pontiac Buick GMC Hummer July 2007 - July 2008
Nortel 1993 - 2006
Skills
Strategic Planning, Team Leadership, Marketing Strategy, Time Management, Leadership, Market Research, Coaching, Online Advertising, Public Speaking, Strategic Financial..., Social Media, Sales Management, New Business Development, Business Development, CRM, Life Insurance, Marketing, Sales, Social Networking, Team Building, Management, Negotiation
Education
Life Licensing Qualifying Program 2009 — 2009
Life and Accident and Sickness Insurance Agent
Advocis - Financial Advisors Association of Canada 2008 — 2008
LLQP
Investment Funds Institute of Canada 2008 — 2008
Canadian Investment Funds
Algonquin College of Applied Arts and Technology 1991 — 1993
LBP
Hunt Club Honda August 2010 - January 2012
Investors Group Financial Services Inc. August 2008 - June 2010
Surgenor Pontiac Buick GMC Hummer July 2007 - July 2008
Nortel 1993 - 2006
Skills
Strategic Planning, Team Leadership, Marketing Strategy, Time Management, Leadership, Market Research, Coaching, Online Advertising, Public Speaking, Strategic Financial..., Social Media, Sales Management, New Business Development, Business Development, CRM, Life Insurance, Marketing, Sales, Social Networking, Team Building, Management, Negotiation
Education
Life Licensing Qualifying Program 2009 — 2009
Life and Accident and Sickness Insurance Agent
Advocis - Financial Advisors Association of Canada 2008 — 2008
LLQP
Investment Funds Institute of Canada 2008 — 2008
Canadian Investment Funds
Algonquin College of Applied Arts and Technology 1991 — 1993
LBP
Vaughn Schlosser's Investors Group Financial Services Inc. Experience March 2015 - Present
Job Enthusiastic Trusted Wealth Management Coach
Industry Electrical/Electronic Manufacturing
Experience
Investors Group Financial Services Inc. March 2015 - Present
Surface Mount Technical Consulting June 2014 - February 2015
Gen Pack Assembly Services Inc. April 2013 - June 2014
T.E.A.M. Services - Technical Engineering and Manufacturing Services March 2000 - April 2013
Cygnus Electronics Corporation October 1998 - February 2000
WIZ Electronics Ltd. March 1991 - September 1998
Siemens 1990 - 1991
Avnet Electronics 1986 - 1990
Skills
Manufacturing, Electronics, Electrical, Electronic Manufacturing, PCB design, MRP, Lean Manufacturing, Product Management, Continuous Improvement, Electricians, Electronics..., Analog, Electrical Engineering, Semiconductors, Engineering, Six Sigma, Product Development, Cross-functional Team..., Manufacturing..., SPC, Consumer Electronics, Sales, Manufacturing..., ISO, Engineering Management, Key Account Management, Product Marketing, Supply Chain, Sales Management, SMT, Design for Manufacturing, 5S, Supply Chain Management, FMEA, Root Cause Analysis, Purchasing, Contract Manufacturing, Supply Management, Automation, Process Engineering, New Business Development, Negotiation, Account Management, Business Development
Education
Concordia University 1982 — 1986
Bachelor of Commerce, Marketing, Accounting
Investors Group Financial Services Inc. March 2015 - Present
Surface Mount Technical Consulting June 2014 - February 2015
Gen Pack Assembly Services Inc. April 2013 - June 2014
T.E.A.M. Services - Technical Engineering and Manufacturing Services March 2000 - April 2013
Cygnus Electronics Corporation October 1998 - February 2000
WIZ Electronics Ltd. March 1991 - September 1998
Siemens 1990 - 1991
Avnet Electronics 1986 - 1990
Skills
Manufacturing, Electronics, Electrical, Electronic Manufacturing, PCB design, MRP, Lean Manufacturing, Product Management, Continuous Improvement, Electricians, Electronics..., Analog, Electrical Engineering, Semiconductors, Engineering, Six Sigma, Product Development, Cross-functional Team..., Manufacturing..., SPC, Consumer Electronics, Sales, Manufacturing..., ISO, Engineering Management, Key Account Management, Product Marketing, Supply Chain, Sales Management, SMT, Design for Manufacturing, 5S, Supply Chain Management, FMEA, Root Cause Analysis, Purchasing, Contract Manufacturing, Supply Management, Automation, Process Engineering, New Business Development, Negotiation, Account Management, Business Development
Education
Concordia University 1982 — 1986
Bachelor of Commerce, Marketing, Accounting
Bruce Collie's Investors Group Financial Services Inc. Experience July 2007 - Present
Job Consultant at Investors Group Financial Services Inc
Industry Financial Services
Experience
Investors Group Financial Services Inc July 2007 - Present
NRC/CSTT October 1997 - December 2005
Education
Carleton University 1968 — 1972
B Comm, Accounting and Economics
Investors Group Financial Services Inc July 2007 - Present
NRC/CSTT October 1997 - December 2005
Education
Carleton University 1968 — 1972
B Comm, Accounting and Economics
Ahmed El-Shaboury PhD, CIM, FPSC Level 1™'s Investors Group Financial Services Inc. Experience August 2009 - April 2011
Job Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management March 2011 - Present
Investors Group Financial Services Inc. August 2009 - April 2011
University of Ottawa 2009 - 2009
Skills
Critical Thinking, Financial Planning, Insurance, Retirement Planning, Insurance Planning, Mutual Funds, Problem Solving, Risk Management, Tax, Financial Planners, Investment Strategies, Strategic Financial..., Wealth Management, Financial Advisory, Long-term Care, Wealth Management..., Disability Insurance, Asset Managment, Small Business, Retirement, Life Insurance, Investment Advisory, Investments, Portfolio Management, Personal Finance, Estate Planning, Investment Management, Financial Services, Financial Risk, Asset Management, Succession Planning, Pensions, Alternative Investments, Bonds, Equities, Wealth, ETFs, Fixed Annuities, Asset Allocation, Securities, Savings, Personal Financial..., Segregated Funds, Options, Fixed Income, Loans, Relationship Management, Credit, Banking, Mortgage Lending
Education
University of Manitoba 2000 — 2005
Ph.D., Mechanical Engineering
University of Manitoba 1998 — 2000
Master of Science (M.Sc.), Mechanical Engineering
Cairo University 1989 — 1994
Bachelor of Science (B.Sc.), Mechanical Engineering
Assante Wealth Management March 2011 - Present
Investors Group Financial Services Inc. August 2009 - April 2011
University of Ottawa 2009 - 2009
Skills
Critical Thinking, Financial Planning, Insurance, Retirement Planning, Insurance Planning, Mutual Funds, Problem Solving, Risk Management, Tax, Financial Planners, Investment Strategies, Strategic Financial..., Wealth Management, Financial Advisory, Long-term Care, Wealth Management..., Disability Insurance, Asset Managment, Small Business, Retirement, Life Insurance, Investment Advisory, Investments, Portfolio Management, Personal Finance, Estate Planning, Investment Management, Financial Services, Financial Risk, Asset Management, Succession Planning, Pensions, Alternative Investments, Bonds, Equities, Wealth, ETFs, Fixed Annuities, Asset Allocation, Securities, Savings, Personal Financial..., Segregated Funds, Options, Fixed Income, Loans, Relationship Management, Credit, Banking, Mortgage Lending
Education
University of Manitoba 2000 — 2005
Ph.D., Mechanical Engineering
University of Manitoba 1998 — 2000
Master of Science (M.Sc.), Mechanical Engineering
Cairo University 1989 — 1994
Bachelor of Science (B.Sc.), Mechanical Engineering
RAZA SARTAJ's Investors Group Financial Services Inc. Experience September 2006 - June 2012
Job Managing Director at Smart Advice
Industry Financial Services
Experience
Smart Advice, Canada March 2013 - Present
Desjardins Financial Security 2012 - 2013
Investors Group Financial Services Inc. September 2006 - June 2012
RBC January 2002 - January 2006
CIBC June 1998 - January 2002
Skills
Critical Illness, Segregated Funds, Retirement Planning, Insurance, Wealth Management, Disability Insurance, Wealth, Estate Planning, Financial Planners, Retirement, Investments, Retirement Savings, Financial Services, Personal Finance, Life Insurance, Term Life Insurance, Wealth Management..., Residential Mortgages, Long-term Care, Small Business, Mutual Funds, Strategic Financial..., Wealth Accumulation, Investment Strategies, Fixed Annuities, Pensions, Finance, Financial Advisory, Mortgage Lending, Marketing, Income Protection, Investment Advisory, Risk Management, RRSP, Savings, Financial Risk, Loans, Sales, Recruiting, RESP, Long Term Care Insurance, Asset Allocation, Credit, Debt Consolidation, Funding, Portfolio Management, Asset Management, Financial Planning, Securities
Education
City University of Seattle 1992 — 1994
Masters of Business Administration, Marketing
Divisional Public School
Smart Advice, Canada March 2013 - Present
Desjardins Financial Security 2012 - 2013
Investors Group Financial Services Inc. September 2006 - June 2012
RBC January 2002 - January 2006
CIBC June 1998 - January 2002
Skills
Critical Illness, Segregated Funds, Retirement Planning, Insurance, Wealth Management, Disability Insurance, Wealth, Estate Planning, Financial Planners, Retirement, Investments, Retirement Savings, Financial Services, Personal Finance, Life Insurance, Term Life Insurance, Wealth Management..., Residential Mortgages, Long-term Care, Small Business, Mutual Funds, Strategic Financial..., Wealth Accumulation, Investment Strategies, Fixed Annuities, Pensions, Finance, Financial Advisory, Mortgage Lending, Marketing, Income Protection, Investment Advisory, Risk Management, RRSP, Savings, Financial Risk, Loans, Sales, Recruiting, RESP, Long Term Care Insurance, Asset Allocation, Credit, Debt Consolidation, Funding, Portfolio Management, Asset Management, Financial Planning, Securities
Education
City University of Seattle 1992 — 1994
Masters of Business Administration, Marketing
Divisional Public School
Behnam Torabi's Investors Group Financial Services Inc. Experience January 2001 - March 2004
Job Deputy Project Manager at KRH
Industry Logistics and Supply Chain
Experience
KRH August 2010 - April 2013
ITT Systems July 2004 - July 2010
Investors Group Financial Services Inc. January 2001 - March 2004
Skills
Project Management, Sales, Customer Service, Supply Chain Management, Life Insurance, Investments, Inventory Management, Property Management, Prospect Research, Marketing, Strategic Financial..., Procurement, Process Improvement, Recruiting
Education
Canadian Securities Institute
IFIC (Mutual Funds Licence), Investments and Securities
Concordia University 1997 — 2000
B.Comm, MIS
KRH August 2010 - April 2013
ITT Systems July 2004 - July 2010
Investors Group Financial Services Inc. January 2001 - March 2004
Skills
Project Management, Sales, Customer Service, Supply Chain Management, Life Insurance, Investments, Inventory Management, Property Management, Prospect Research, Marketing, Strategic Financial..., Procurement, Process Improvement, Recruiting
Education
Canadian Securities Institute
IFIC (Mutual Funds Licence), Investments and Securities
Concordia University 1997 — 2000
B.Comm, MIS
Victoria Crofts's Investors Group Financial Services Inc. Experience 2010 - 2010
Job Human Resource Assistant at Investors Group StLaurent Region Office
Industry Human Resources
Experience
Investors Group St-Laurent Region Office January 2010 - Present
Investors Group Financial Services Inc. 2010 - 2010
Education
Concordia University 2008 — 2012
Human Resource Management
Investors Group St-Laurent Region Office January 2010 - Present
Investors Group Financial Services Inc. 2010 - 2010
Education
Concordia University 2008 — 2012
Human Resource Management
Miao Guo's Investors Group Financial Services Inc. Experience January 2010 - April 2010
Job CSC certified billigual
Industry Financial Services
Experience
Investors Group Financial Services Inc. January 2010 - April 2010
Education
George Brown College 2009 — 2010
Marketing Management-Financial Service
Henan University of Finance and Economics 2003 — 2007
Business Administration`
Investors Group Financial Services Inc. January 2010 - April 2010
Education
George Brown College 2009 — 2010
Marketing Management-Financial Service
Henan University of Finance and Economics 2003 — 2007
Business Administration`
Troy Morris's Investors Group Financial Services Inc. Experience December 2005 - Present
Job Financial Planner, Wealth Creation, Protection & Management at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. December 2005 - Present
RBC Global Asset Management 1990 - 2005
RBC Global Asset Management 1990 - 2005
Skills
Mortgage, Financial Planning, Estate Planning, Wealth Management, Insurance Planning, Investments, Retirement, Management, Strategic Planning, Project Management, Financial Planners, Risk Management, Critical Illness, Retirement Planning, Wealth, Negotiation, Mortgage Lending, Portfolio Management, Finance, Customer Service, Investment Strategies, Strategic Financial..., Mutual Funds, Life Insurance
Education
Carleton University 1992 — 1997
BA, Law & Political Science
Investors Group Financial Services Inc. December 2005 - Present
RBC Global Asset Management 1990 - 2005
RBC Global Asset Management 1990 - 2005
Skills
Mortgage, Financial Planning, Estate Planning, Wealth Management, Insurance Planning, Investments, Retirement, Management, Strategic Planning, Project Management, Financial Planners, Risk Management, Critical Illness, Retirement Planning, Wealth, Negotiation, Mortgage Lending, Portfolio Management, Finance, Customer Service, Investment Strategies, Strategic Financial..., Mutual Funds, Life Insurance
Education
Carleton University 1992 — 1997
BA, Law & Political Science
Ryan Ricci's Investors Group Financial Services Inc. Experience March 2009 - August 2010
Job Investment Fund and Life and Health Insurance Advisor
Industry Financial Services
Experience
Desjardins Financial Security Independent Network August 2010 - Present
Investors Group Financial Services Inc. March 2009 - August 2010
Education
Carleton University 2003 — 2008
BA, Political Science with Concentration in International Relations
Desjardins Financial Security Independent Network August 2010 - Present
Investors Group Financial Services Inc. March 2009 - August 2010
Education
Carleton University 2003 — 2008
BA, Political Science with Concentration in International Relations
Vanessa Hui Huang's Investors Group Financial Services Inc. Experience June 2009 - December 2009
Job Financial analyst CFA Level I Candidate seeking for opportunities in the investment sector
Industry Investment Management
Experience
Akuntsu January 2010 - Present
Investors Group Financial Services Inc. June 2009 - December 2009
Education
Concordia University 2005 — 2008
B.Comm, Major in Finance & Minor in Economic
CFA Institution
CFA Level I Candidate
The Institute Of Canadian Bankers
Certificated for Investment Fund in Canada course (IFIC)
Wall Street Prep Financial Training Firm
Financial and Valuation Modeling Training Course
Akuntsu January 2010 - Present
Investors Group Financial Services Inc. June 2009 - December 2009
Education
Concordia University 2005 — 2008
B.Comm, Major in Finance & Minor in Economic
CFA Institution
CFA Level I Candidate
The Institute Of Canadian Bankers
Certificated for Investment Fund in Canada course (IFIC)
Wall Street Prep Financial Training Firm
Financial and Valuation Modeling Training Course
Raj Sheri's Investors Group Financial Services Inc. Experience April 2009 - April 2010
Job Market Research Professional
Industry Marketing and Advertising
Experience
Scotiabank May 2011 - January 2013
Virutal Team Builders September 2010 - March 2011
Investors Group Financial Services Inc. April 2009 - April 2010
Skills
Accounting, Account Reconciliation, Analysis, Marketing
Education
Centennial College 2013 — 2013
Post-Grad Certificate in Market Research and Analytics, Business Analytics and SAS
University of Guelph 2006 — 2010
Bachelor of Business Administration (BBA), Marketing and Finance
Humber College 2006 — 2010
Diploma in Business Administration, Marketing and Business Management
Scotiabank May 2011 - January 2013
Virutal Team Builders September 2010 - March 2011
Investors Group Financial Services Inc. April 2009 - April 2010
Skills
Accounting, Account Reconciliation, Analysis, Marketing
Education
Centennial College 2013 — 2013
Post-Grad Certificate in Market Research and Analytics, Business Analytics and SAS
University of Guelph 2006 — 2010
Bachelor of Business Administration (BBA), Marketing and Finance
Humber College 2006 — 2010
Diploma in Business Administration, Marketing and Business Management
Emily Churchyard's Investors Group Financial Services Inc. Experience September 2011 - April 2015
Job Business Analyst
Industry
Experience
Central 1 Credit Union May 2015 - Present
Investors Group Financial Services Inc. September 2011 - April 2015
City of Vancouver January 2009 - June 2012
Vancouver Phoenix Gymnastics July 2007 - September 2011
Skills
Research, Sustainability, Leadership, Event Planning, Strategic Planning, Nonprofits, Microsoft Office, Community Development, International Relations, Project Management
Education
The University of British Columbia 2013 — 2015
Award of Achievement in Sustainability Management
Capilano University 2006 — 2008
Associate of Arts in Global Stewardship, International Relations and Affairs
Central 1 Credit Union May 2015 - Present
Investors Group Financial Services Inc. September 2011 - April 2015
City of Vancouver January 2009 - June 2012
Vancouver Phoenix Gymnastics July 2007 - September 2011
Skills
Research, Sustainability, Leadership, Event Planning, Strategic Planning, Nonprofits, Microsoft Office, Community Development, International Relations, Project Management
Education
The University of British Columbia 2013 — 2015
Award of Achievement in Sustainability Management
Capilano University 2006 — 2008
Associate of Arts in Global Stewardship, International Relations and Affairs
Cristina Petkovic, CPA, CA's Investors Group Financial Services Inc. Experience June 2010 - August 2010
Job Senior Associate at PwC Canada
Industry Accounting
Experience
PwC Canada August 2014 - Present
PwC Canada October 2012 - August 2014
Investors Group Financial Services Inc. June 2010 - August 2010
Skills
Accounting, Assurance, Auditing, Financial Reporting, External Audit, IFRS, Internal Controls, ASPE, Finance, Time Management, Team Leadership, Microsoft Word, Microsoft Excel, Tax
Education
Concordia University 2011 — 2012
Diploma in Chartered Accountancy, Chartered Accountancy
Concordia University 2008 — 2010
BComm, Accountancy
McGill University: Faculty of Science 2007 — 2008
Anatomy&Cell Biology
Marianopolis College
Health Sciences
Queen of Angels Academy
PwC Canada August 2014 - Present
PwC Canada October 2012 - August 2014
Investors Group Financial Services Inc. June 2010 - August 2010
Skills
Accounting, Assurance, Auditing, Financial Reporting, External Audit, IFRS, Internal Controls, ASPE, Finance, Time Management, Team Leadership, Microsoft Word, Microsoft Excel, Tax
Education
Concordia University 2011 — 2012
Diploma in Chartered Accountancy, Chartered Accountancy
Concordia University 2008 — 2010
BComm, Accountancy
McGill University: Faculty of Science 2007 — 2008
Anatomy&Cell Biology
Marianopolis College
Health Sciences
Queen of Angels Academy
Madan Babu's Investors Group Financial Services Inc. Experience October 2011 - March 2012
Job Senior Accountant at Gokul Tax and Bookkeeping Consultants
Industry Accounting
Experience
Gokul Tax and Bookkeeping Consultants June 2014 - Present
Paul Gupta and Associates March 2012 - May 2014
Investors Group Financial Services Inc. October 2011 - March 2012
Masseys productions September 2007 - December 2011
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Investments, Insurance, Personal Tax Planning, Corporate Tax Planning, Life Insurance, Financial Advisory, Estate Planning, Financial Analysis, Finance, Tax, Income Tax, Financial Planners
Education
CGA Ontario 2010 — 2015
CGA IV, Accounting
Centennial College
Bachelor of Commerce (B.Com.), Accounting
Gokul Tax and Bookkeeping Consultants June 2014 - Present
Paul Gupta and Associates March 2012 - May 2014
Investors Group Financial Services Inc. October 2011 - March 2012
Masseys productions September 2007 - December 2011
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Investments, Insurance, Personal Tax Planning, Corporate Tax Planning, Life Insurance, Financial Advisory, Estate Planning, Financial Analysis, Finance, Tax, Income Tax, Financial Planners
Education
CGA Ontario 2010 — 2015
CGA IV, Accounting
Centennial College
Bachelor of Commerce (B.Com.), Accounting
Robert Lafave B.B.A.'s Investors Group Financial Services Inc. Experience 2007 - 2011
Job Mutual Fund & Securities Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial March 2014 - Present
McHugh Group July 2011 - March 2014
Investors Group Financial Services Inc. 2007 - 2011
Group MVP International December 2004 - May 2007
Telus Super Pages, Yellow Pages Division May 2003 - December 2004
Group Print Production 1998 - 2003
Jonergin House Label 1990 - 1998
Skills
Mutual Funds, Retirement Planning, Critical Illness, Retirement, Investments, Financial Planners, Wealth Management, Disability Insurance, Estate Planning, Strategic Financial..., Long-term Care, Fixed Annuities, Investment Strategies, Wealth, Investment Advisory, Commercial Insurance, New Business Development, TFSA, Financial Planning, Financial Advisory, Pensions, Financial Services, Securities
Education
Bishop's University
B.B.A.
Sun Life Financial March 2014 - Present
McHugh Group July 2011 - March 2014
Investors Group Financial Services Inc. 2007 - 2011
Group MVP International December 2004 - May 2007
Telus Super Pages, Yellow Pages Division May 2003 - December 2004
Group Print Production 1998 - 2003
Jonergin House Label 1990 - 1998
Skills
Mutual Funds, Retirement Planning, Critical Illness, Retirement, Investments, Financial Planners, Wealth Management, Disability Insurance, Estate Planning, Strategic Financial..., Long-term Care, Fixed Annuities, Investment Strategies, Wealth, Investment Advisory, Commercial Insurance, New Business Development, TFSA, Financial Planning, Financial Advisory, Pensions, Financial Services, Securities
Education
Bishop's University
B.B.A.
YUYI GU's Investors Group Financial Services Inc. Experience 2010 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. 2010 - Present
Great Lakes Power May 2008 - August 2009
Education
Algoma University 2006 — 2010
B.B.A, Business, Accounting
Investors Group Financial Services Inc. 2010 - Present
Great Lakes Power May 2008 - August 2009
Education
Algoma University 2006 — 2010
B.B.A, Business, Accounting
Anna Cistera's Investors Group Financial Services Inc. Experience May 2009 - September 2014
Job Financial Security Advisor, Ontario & Québec
Industry Financial Services
Experience
Sun Life Financial October 2014 - Present
Investors Group Financial Services Inc. May 2009 - September 2014
Tandberg 2008 - 2009
Compuware 2000 - 2008
Compuware 2000 - 2008
KAO Infosystems 1989 - 1998
Education
Concordia University
Université de Montréal
Vanier College
Sun Life Financial October 2014 - Present
Investors Group Financial Services Inc. May 2009 - September 2014
Tandberg 2008 - 2009
Compuware 2000 - 2008
Compuware 2000 - 2008
KAO Infosystems 1989 - 1998
Education
Concordia University
Université de Montréal
Vanier College
Lynn MacNeil's Investors Group Financial Services Inc. Experience January 1995 - October 2015
Job Richardson GMP
Industry Financial Services
Experience
Richardson GMP October 2015 - Present
Investors Group Financial Services Inc. January 1995 - October 2015
Skills
Wealth Management, Retirement Planning, Wealth, Investments, Financial Planning, Insurance, Investment Strategies, Estate Planning, Retirement
Education
Concordia University
Richardson GMP October 2015 - Present
Investors Group Financial Services Inc. January 1995 - October 2015
Skills
Wealth Management, Retirement Planning, Wealth, Investments, Financial Planning, Insurance, Investment Strategies, Estate Planning, Retirement
Education
Concordia University
Brooke Bryce's Investors Group Financial Services Inc. Experience March 2009 - Present
Job Executive Assistant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. March 2009 - Present
Education
Brock University 2001 — 2005
BA, Theatre
Investors Group Financial Services Inc. March 2009 - Present
Education
Brock University 2001 — 2005
BA, Theatre
Nyle Jefferson's Investors Group Financial Services Inc. Experience May 2006 - July 2010
Job Financial Advisor at Scotiabank
Industry Financial Services
Experience
Scotiabank October 2012 - Present
Scotiabank January 2011 - October 2012
Investors Group Financial Services Inc. May 2006 - July 2010
Skills
Mortgage Lending, Banking, Mutual Funds, Credit, Wealth Management, Strategic Financial..., Retail Banking, Loans, Investments, Credit Analysis, Portfolio Management, Residential Mortgages
Education
Carleton University 1995 — 1999
B.Comm Honours, Commerce
Scotiabank October 2012 - Present
Scotiabank January 2011 - October 2012
Investors Group Financial Services Inc. May 2006 - July 2010
Skills
Mortgage Lending, Banking, Mutual Funds, Credit, Wealth Management, Strategic Financial..., Retail Banking, Loans, Investments, Credit Analysis, Portfolio Management, Residential Mortgages
Education
Carleton University 1995 — 1999
B.Comm Honours, Commerce
Jay Panis's Investors Group Financial Services Inc. Experience January 2011 - Present
Job Division Director at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. January 2011 - Present
Investors Group Financial Services Inc. August 2008 - January 2011
Ifc polonia 2008 - 2009
TD Bank Group November 2000 - August 2008
Education
British Columbia Institute of Technology 2000 — 2003
Investors Group Financial Services Inc. January 2011 - Present
Investors Group Financial Services Inc. August 2008 - January 2011
Ifc polonia 2008 - 2009
TD Bank Group November 2000 - August 2008
Education
British Columbia Institute of Technology 2000 — 2003
Rahim Habib's Investors Group Financial Services Inc. Experience 2010 - 2012
Job Financial Services Officer at Prospera Credit Union
Industry Financial Services
Experience
Prospera Credit Union 2014 - Present
Vancity Credit Union February 2013 - August 2014
Investors Group Financial Services Inc. 2010 - 2012
RHC Website Development October 2006 - May 2010
Skills
Credit, Insurance, Risk Management, Wealth Management, Mutual Funds, Banking, Tax, Marketing, Financial Services, Finance, Retirement Planning, Investments, Strategic Financial..., Financial Planning
Education
BCIT 2010 — 2012
CFP, Certified Financial Planning Designation
Kwantlen University College 2007 — 2009
Marketing Management Diploma, Marketing
Dalhousie University
Insurance Council of British Columbia
Life Accident and Sickness License, Insurance
The Investment Funds Institute of Canada.
Mutual Funds License, Investments
Prospera Credit Union 2014 - Present
Vancity Credit Union February 2013 - August 2014
Investors Group Financial Services Inc. 2010 - 2012
RHC Website Development October 2006 - May 2010
Skills
Credit, Insurance, Risk Management, Wealth Management, Mutual Funds, Banking, Tax, Marketing, Financial Services, Finance, Retirement Planning, Investments, Strategic Financial..., Financial Planning
Education
BCIT 2010 — 2012
CFP, Certified Financial Planning Designation
Kwantlen University College 2007 — 2009
Marketing Management Diploma, Marketing
Dalhousie University
Insurance Council of British Columbia
Life Accident and Sickness License, Insurance
The Investment Funds Institute of Canada.
Mutual Funds License, Investments
Sarah Barriault's Investors Group Financial Services Inc. Experience March 2011 - Present
Job Assistant at Investors Group Financial Services Inc.
Industry Hospital & Health Care
Experience
Investors Group Financial Services Inc. March 2011 - Present
Dr Milne orthodontist March 2003 - December 2008
Education
Algonquin College of Applied Arts and Technology
Dental Assistant level II
Career Canada College
Dental Assistant
Investors Group Financial Services Inc. March 2011 - Present
Dr Milne orthodontist March 2003 - December 2008
Education
Algonquin College of Applied Arts and Technology
Dental Assistant level II
Career Canada College
Dental Assistant
Atul Jain, B.Eng.,MBA(Finance),RRC®, CFP®'s Investors Group Financial Services Inc. Experience 2010 - Present
Job Financial Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. 2010 - Present
RBC 2008 - 2009
CitiGroup 2006 - 2007
Steel Authority of India Limited 1990 - 2003
Skills
Financial Analysis, Strategic Financial..., Investments, Portfolio Management, Equities, Asset Managment, Insurance, Risk Management, Financial Services, Finance, Financial Modeling, Estate Planning, Asset Management, Pensions
Education
Sobey School of Business at Saint Mary's University 2004 — 2006
MBA (Finance)- Sobey School of Business
Indian Institute of Technology (Banaras Hindu University), Varanasi 1986 — 1990
B.Tech, Metallurgical Engineering
Investors Group Financial Services Inc. 2010 - Present
RBC 2008 - 2009
CitiGroup 2006 - 2007
Steel Authority of India Limited 1990 - 2003
Skills
Financial Analysis, Strategic Financial..., Investments, Portfolio Management, Equities, Asset Managment, Insurance, Risk Management, Financial Services, Finance, Financial Modeling, Estate Planning, Asset Management, Pensions
Education
Sobey School of Business at Saint Mary's University 2004 — 2006
MBA (Finance)- Sobey School of Business
Indian Institute of Technology (Banaras Hindu University), Varanasi 1986 — 1990
B.Tech, Metallurgical Engineering
Lynda Kyle's Investors Group Financial Services Inc. Experience January 1996 - Present
Job Assistant VicePresident, Marketing Planning at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. January 1996 - Present
Investors Group 1996 - Present
Skills
Estate Planning, Market Planning, Financial Services, Marketing Communications, Insurance, Financial Advisory, Investment Strategies, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1994
MBA
The University of Western Ontario 1985 — 1987
Bachelor of Arts, Economics
Investors Group Financial Services Inc. January 1996 - Present
Investors Group 1996 - Present
Skills
Estate Planning, Market Planning, Financial Services, Marketing Communications, Insurance, Financial Advisory, Investment Strategies, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1994
MBA
The University of Western Ontario 1985 — 1987
Bachelor of Arts, Economics
Adam Labonte's Investors Group Financial Services Inc. Experience 2010 - Present
Job Senior Partner, Government Contracts at Glasir Cooperative Group
Industry Government Relations
Experience
Glasir Cooperative Group 2011 - Present
AC Consulting Solutions 2011 - Present
Investors Group Financial Services Inc. 2010 - Present
Education
Concordia University 2008 — 2011
Bachelor's, Specialization in Urban Planning, minor in Business Administration
Champlain College 2004 — 2008
DEC, Business Management and Marketing
Glasir Cooperative Group 2011 - Present
AC Consulting Solutions 2011 - Present
Investors Group Financial Services Inc. 2010 - Present
Education
Concordia University 2008 — 2011
Bachelor's, Specialization in Urban Planning, minor in Business Administration
Champlain College 2004 — 2008
DEC, Business Management and Marketing
Brett Jennings's Investors Group Financial Services Inc. Experience October 2010 - May 2011
Job Financial Services Professional
Industry Financial Services
Experience
Investors Group Financial Services Inc. October 2010 - May 2011
Exports Etcetera June 2009 - September 2009
Citi June 2006 - September 2006
Education
Concordia University 2007 — 2009
BComm, International Business, Finance
Investors Group Financial Services Inc. October 2010 - May 2011
Exports Etcetera June 2009 - September 2009
Citi June 2006 - September 2006
Education
Concordia University 2007 — 2009
BComm, International Business, Finance
Frank Campisi's Investors Group Financial Services Inc. Experience Financial AdvisorInvestors Group Financial Services Inc.September 2011 - Present
Job Financial Consultant Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. Financial AdvisorInvestors Group Financial Services Inc.September 2011 - Present
Centreville April 1986 - April 2011
Skills
Financial Planning, Retirement Planning, Education Savings, Retirement Income..., Segregated Funds, Insurance Strategies, Insurance Planning, Retirement Savings, Estate Planning, Wealth Management, Investment Advisory, Investment Strategies, Mutual Funds, Cash Flow Management, Debt Management, Savings, Mortgage, Debt Consolidation, Portfolio Management, Wealth, Retirement, Strategic Financial..., Mortgage Lending
Education
Concordia University
Investors Group Financial Services Inc. Financial AdvisorInvestors Group Financial Services Inc.September 2011 - Present
Centreville April 1986 - April 2011
Skills
Financial Planning, Retirement Planning, Education Savings, Retirement Income..., Segregated Funds, Insurance Strategies, Insurance Planning, Retirement Savings, Estate Planning, Wealth Management, Investment Advisory, Investment Strategies, Mutual Funds, Cash Flow Management, Debt Management, Savings, Mortgage, Debt Consolidation, Portfolio Management, Wealth, Retirement, Strategic Financial..., Mortgage Lending
Education
Concordia University