Investors Group Financial Services Inc.
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Investors Group Financial Services Inc. Employees
Employee
Years
Job
Industry
Stefano Pannu, BA, FPSC Level 1™ Stefano Pannu, BA, FPSC Level 1™'s Investors Group Financial Services Inc. Experience July 2014 - Present
Job Consultant with Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc. July 2014 - Present
Provincial Health Services Authority March 2014 - July 2014
Health Shared Services BC October 2012 - March 2014
Health Shared Services of BC September 2011 - September 2012
RBC September 2010 - July 2011
Skills
Communication, Microsoft Office, Customer Service, Sales Management, Retail Banking, Canadian Securities..., Payroll, Money Management, Securities, Microsoft Excel, Microsoft Word, Marketing Communications, Sales
Education
Financial Planning Standards Council 2015 — 2015
FPSC Level 1™ Certificant in Financial Planning, Financial Planning and Services
Canadian Securities Institute 2014 — 2014
Certificate in Financial Services Advice, Banking, Corporate, Finance, and Securities Law
Insurance Council of BC 2014 — 2014
Life License Qualification Program (LLQP), Insurance
Canadian Securities Institute 2013 — 2014
Canadian Securities Course CSC, Banking, Corporate, Finance, and Securities Law
Simon Fraser University 2006 — 2010
Bachelor of Arts, Communications
Capilano College 2006 — 2006
Certificate, Liberal Arts
Langara College 2005 — 2006
Bachelor of Arts (B.A.), Communications
Alpha Secondary High School 2000 — 2005
High School
Investors Group Financial Services Inc. July 2014 - Present
Provincial Health Services Authority March 2014 - July 2014
Health Shared Services BC October 2012 - March 2014
Health Shared Services of BC September 2011 - September 2012
RBC September 2010 - July 2011
Skills
Communication, Microsoft Office, Customer Service, Sales Management, Retail Banking, Canadian Securities..., Payroll, Money Management, Securities, Microsoft Excel, Microsoft Word, Marketing Communications, Sales
Education
Financial Planning Standards Council 2015 — 2015
FPSC Level 1™ Certificant in Financial Planning, Financial Planning and Services
Canadian Securities Institute 2014 — 2014
Certificate in Financial Services Advice, Banking, Corporate, Finance, and Securities Law
Insurance Council of BC 2014 — 2014
Life License Qualification Program (LLQP), Insurance
Canadian Securities Institute 2013 — 2014
Canadian Securities Course CSC, Banking, Corporate, Finance, and Securities Law
Simon Fraser University 2006 — 2010
Bachelor of Arts, Communications
Capilano College 2006 — 2006
Certificate, Liberal Arts
Langara College 2005 — 2006
Bachelor of Arts (B.A.), Communications
Alpha Secondary High School 2000 — 2005
High School
Marshall Drozduk's Investors Group Financial Services Inc. Experience December 2008 - Present
Job Division Director at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. December 2008 - Present
Legends July 2006 - April 2008
Skills
Retirement Planning, Critical Illness, Estate Planning, Strategic Financial..., Disability Insurance, Financial Planners, Retirement, Wealth, Wealth Management, Mutual Funds, Investments, Investment Strategies, Long-term Care, Investment Advisory, Income Protection, Insurance, Mortgage Lending, Life Insurance, Pensions, Fixed Annuities, Financial Analysis, Asset Allocation, Financial Advisory, Financial Services, Wealth Accumulation, Finance, Certified Financial..., Risk Management, Tax, Personal Finance, Cash Management, Personal Financial..., Financial Planning
Education
DeVry Institute of Technology 2002 — 2005
Bcomm, Business
Investors Group Financial Services Inc. December 2008 - Present
Legends July 2006 - April 2008
Skills
Retirement Planning, Critical Illness, Estate Planning, Strategic Financial..., Disability Insurance, Financial Planners, Retirement, Wealth, Wealth Management, Mutual Funds, Investments, Investment Strategies, Long-term Care, Investment Advisory, Income Protection, Insurance, Mortgage Lending, Life Insurance, Pensions, Fixed Annuities, Financial Analysis, Asset Allocation, Financial Advisory, Financial Services, Wealth Accumulation, Finance, Certified Financial..., Risk Management, Tax, Personal Finance, Cash Management, Personal Financial..., Financial Planning
Education
DeVry Institute of Technology 2002 — 2005
Bcomm, Business
Rachelle Allen, CFP, CLU Rachelle Allen, CFP, CLU's Investors Group Financial Services Inc. Experience February 2012 - Present
Job A financial advisor in Toronto specializing in wealth accumulation and wealth protection within every financial plan.
Industry Financial Services
Experience
Investors Group Financial Services Inc. February 2012 - Present
Investors Group Financial Services Inc. August 2005 - February 2012
Info-Tech Research Group 2000 - 2002
Skills
Retirement Planning, Strategic Financial..., Investments, Estate Planning, Financial Planners, Retirement, Wealth, Insurance, Financial Advisory, Portfolio Management, Disability Insurance, Long-term Care, Risk Management, Critical Illness, Personal Finance, Small Business, Training, Management, Finance, Employee Benefits, Securities, Financial Services, Mutual Funds, Equities, Wealth Management, Analysis, Leadership, Financial Planning
Education
Advocis 2013 — 2013
Chartered Life Underwriter (CLU)
George Brown College 2002 — 2005
Financial Planning Management
Financial Planning Standards Council
Certified Financial Planner (CFP) professional
Investors Group Financial Services Inc. February 2012 - Present
Investors Group Financial Services Inc. August 2005 - February 2012
Info-Tech Research Group 2000 - 2002
Skills
Retirement Planning, Strategic Financial..., Investments, Estate Planning, Financial Planners, Retirement, Wealth, Insurance, Financial Advisory, Portfolio Management, Disability Insurance, Long-term Care, Risk Management, Critical Illness, Personal Finance, Small Business, Training, Management, Finance, Employee Benefits, Securities, Financial Services, Mutual Funds, Equities, Wealth Management, Analysis, Leadership, Financial Planning
Education
Advocis 2013 — 2013
Chartered Life Underwriter (CLU)
George Brown College 2002 — 2005
Financial Planning Management
Financial Planning Standards Council
Certified Financial Planner (CFP) professional
Muizz Saleh Muizz Saleh's Investors Group Financial Services Inc. Experience May 2009 - Present
Job Financial advisor, focusing on wealth creation and tax minimization strategies for Canadians with Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc. May 2009 - Present
SNC-Lavalin October 2007 - January 2009
Skills
Strategic Financial..., Project Planning, Retirement Planning, Financial Analysis, Finance, Financial Planning, Team Leadership, Financial Advisory, Investments, Project Management, Life Insurance, Risk Management, Retirement, Wealth Management
Education
McGill University 2003 — 2007
BEng, Electrical Engineering - Honours
Investors Group Financial Services Inc. May 2009 - Present
SNC-Lavalin October 2007 - January 2009
Skills
Strategic Financial..., Project Planning, Retirement Planning, Financial Analysis, Finance, Financial Planning, Team Leadership, Financial Advisory, Investments, Project Management, Life Insurance, Risk Management, Retirement, Wealth Management
Education
McGill University 2003 — 2007
BEng, Electrical Engineering - Honours
Heather LaBerge Heather LaBerge's Investors Group Financial Services Inc. Experience September 2010 - February 2014
Job Claims Representative
Industry Insurance
Experience
The Co-operators May 2015 - Present
The Co-operators October 2014 - May 2015
IDC Worldsource Insurance Network February 2014 - September 2014
Investors Group Financial Services Inc. September 2010 - February 2014
Skills
Data Entry, Time Management, Training, Outlook, Customer Service, Microsoft Excel, Microsoft Word, Insurance, Security, Office Administration, Microsoft Office, Financial Services, Teamwork, Event Planning, Call Centers, Software Documentation, Team Building, Leadership, Project Planning, Claim, General Insurance
Education
Insurance institute 2015 — 2017
CIP, Insurance
Olds College 2002 — 2003
Floriculture
Langara College
Small Business
The Co-operators May 2015 - Present
The Co-operators October 2014 - May 2015
IDC Worldsource Insurance Network February 2014 - September 2014
Investors Group Financial Services Inc. September 2010 - February 2014
Skills
Data Entry, Time Management, Training, Outlook, Customer Service, Microsoft Excel, Microsoft Word, Insurance, Security, Office Administration, Microsoft Office, Financial Services, Teamwork, Event Planning, Call Centers, Software Documentation, Team Building, Leadership, Project Planning, Claim, General Insurance
Education
Insurance institute 2015 — 2017
CIP, Insurance
Olds College 2002 — 2003
Floriculture
Langara College
Small Business
Paul Monson's Investors Group Financial Services Inc. Experience November 2006 - Present
Job Investors Group Financial Services Inc., Senior Consultant
Industry Financial Services
Experience
Investors Group Financial Services Inc November 2006 - Present
Skills
Financial Planners, Personal Insurance, Retirement Planning, Wealth, mortgage, Financial Advisory, Wealth Accumulation, Estate Planning, Wealth Management, Critical Illness, Retirement, Strategic Financial..., Investment Advisory, Mutual Funds, Mortgage Lending, Investment Strategies, Pensions
Education
Grant Macewan College 1994 — 1996
Investors Group Financial Services Inc November 2006 - Present
Skills
Financial Planners, Personal Insurance, Retirement Planning, Wealth, mortgage, Financial Advisory, Wealth Accumulation, Estate Planning, Wealth Management, Critical Illness, Retirement, Strategic Financial..., Investment Advisory, Mutual Funds, Mortgage Lending, Investment Strategies, Pensions
Education
Grant Macewan College 1994 — 1996
Alana Langlois's Investors Group Financial Services Inc. Experience September 2013 - April 2014
Job Technical Recruiter at Ignite Technical Resources
Industry Marketing and Advertising
Experience
Ignite Technical Resources May 2015 - Present
S.i. Systems May 2014 - April 2015
Investors Group Financial Services Inc. September 2013 - April 2014
RMT Contracting Ltd. April 2010 - September 2013
Platinum Cleaning Inc. January 2013 - August 2013
350 Designs August 2008 - January 2010
Home Depot June 2005 - July 2006
Skills
Microsoft Excel, PowerPoint, Customer Service, Budgets, Advertising, Microsoft Office, Microsoft Word, Research, Outlook, English, Teaching, Public Speaking, Strategic Planning, Time Management, Marketing, Event Planning, Management, Marketing Communications, Marketing Strategy, Project Management, Social Media, Social Media Marketing
Education
Langara College 2010 — 2014
Bachelor's Degree, Marketing/Marketing Management
Grant Macewan College 2008 — 2010
Bachelor of Business Administration (BBA), Marketing/Marketing Management
Ignite Technical Resources May 2015 - Present
S.i. Systems May 2014 - April 2015
Investors Group Financial Services Inc. September 2013 - April 2014
RMT Contracting Ltd. April 2010 - September 2013
Platinum Cleaning Inc. January 2013 - August 2013
350 Designs August 2008 - January 2010
Home Depot June 2005 - July 2006
Skills
Microsoft Excel, PowerPoint, Customer Service, Budgets, Advertising, Microsoft Office, Microsoft Word, Research, Outlook, English, Teaching, Public Speaking, Strategic Planning, Time Management, Marketing, Event Planning, Management, Marketing Communications, Marketing Strategy, Project Management, Social Media, Social Media Marketing
Education
Langara College 2010 — 2014
Bachelor's Degree, Marketing/Marketing Management
Grant Macewan College 2008 — 2010
Bachelor of Business Administration (BBA), Marketing/Marketing Management
Pedro Denny, FMA, FCSI Pedro Denny, FMA, FCSI's Investors Group Financial Services Inc. Experience November 2012 - August 2014
Job Financial Services Representative at CIBC
Industry Financial Services
Experience
CIBC August 2014 - Present
Investors Group Financial Services Inc. November 2012 - August 2014
BMO July 2010 - June 2012
BMO Financial Group 2007 - July 2010
CIBC 2005 - 2007
CIBC 2001 - 2005
Skills
Investments, Mutual Funds, Strategic Financial..., Wealth Management, Banking, Mortgage Lending, Portfolio Management, Risk Management, Retail Banking, Direct Sales, Life Insurance, Term Life Insurance, RRSP, RESP, Financial Services, Finance
Education
Securities Institute 1999 — 2013
Humber College 1984 — 1986
Hotel and Restaurant Management
CIBC August 2014 - Present
Investors Group Financial Services Inc. November 2012 - August 2014
BMO July 2010 - June 2012
BMO Financial Group 2007 - July 2010
CIBC 2005 - 2007
CIBC 2001 - 2005
Skills
Investments, Mutual Funds, Strategic Financial..., Wealth Management, Banking, Mortgage Lending, Portfolio Management, Risk Management, Retail Banking, Direct Sales, Life Insurance, Term Life Insurance, RRSP, RESP, Financial Services, Finance
Education
Securities Institute 1999 — 2013
Humber College 1984 — 1986
Hotel and Restaurant Management
Mary Seyffert Hamblin Mary Seyffert Hamblin's Investors Group Financial Services Inc. Experience February 2014 - Present
Job Advice for Successful Professionals & Business Owners; fluent in financial issues that affect U.S. persons FATCA/IGA
Industry Financial Services
Experience
Investors Group Financial Services Inc. February 2014 - Present
Dalhousie Law Alumni Board 2011 - 2015
Life's Good Soup 2005 - 2015
College of Physicians and Surgeons of Nova Scotia September 2000 - August 2014
Mary Seyffert, writer 2010 - January 2014
Employment Insurance Board of Referees (EIBR) September 2006 - January 2014
Management Solutions (Hamblin & Associates) 2000 - January 2014
NSCC and Dalhousie University 1999 - 2011
CEED, Centre for Entrepreneurship Education and Development 2005 - 2006
Planned Parenthood Nova Scotia 1982 - 1991
Skills
Public Speaking, Entrepreneurship, Strategic Planning, Coaching, Event Management, Microsoft Excel, Creative Writing, English, Microsoft Office, Grant Writing, Leadership, Policy, Fundraising, Leadership Development, Management, Financial Advisory, Estate Planning, Insurance Planning, Business Strategy, Banking Solutions, Mutual Funds
Education
Dalhousie University 1995 — 1999
Law and Master of Business Administration (MBA), Law and MBA
Dalhousie University 1995 — 1999
Master of Business Administration (MBA) LLB, Business and Law
Saint Mary's University 1978 — 1979
Bachelor's Degree, Bachelor of Education teaching degree, TC 6 Nova Scotia
Dalhousie University 1975 — 1978
Bachelor's Degree, Honours English - minor Spanish
Tower Hill
Investors Group Financial Services Inc. February 2014 - Present
Dalhousie Law Alumni Board 2011 - 2015
Life's Good Soup 2005 - 2015
College of Physicians and Surgeons of Nova Scotia September 2000 - August 2014
Mary Seyffert, writer 2010 - January 2014
Employment Insurance Board of Referees (EIBR) September 2006 - January 2014
Management Solutions (Hamblin & Associates) 2000 - January 2014
NSCC and Dalhousie University 1999 - 2011
CEED, Centre for Entrepreneurship Education and Development 2005 - 2006
Planned Parenthood Nova Scotia 1982 - 1991
Skills
Public Speaking, Entrepreneurship, Strategic Planning, Coaching, Event Management, Microsoft Excel, Creative Writing, English, Microsoft Office, Grant Writing, Leadership, Policy, Fundraising, Leadership Development, Management, Financial Advisory, Estate Planning, Insurance Planning, Business Strategy, Banking Solutions, Mutual Funds
Education
Dalhousie University 1995 — 1999
Law and Master of Business Administration (MBA), Law and MBA
Dalhousie University 1995 — 1999
Master of Business Administration (MBA) LLB, Business and Law
Saint Mary's University 1978 — 1979
Bachelor's Degree, Bachelor of Education teaching degree, TC 6 Nova Scotia
Dalhousie University 1975 — 1978
Bachelor's Degree, Honours English - minor Spanish
Tower Hill
Wade Karfor, CFP, CLU Wade Karfor, CFP, CLU's Investors Group Financial Services Inc. Experience September 2007 - February 2009
Job Financial Consultant
Industry Financial Services
Experience
Investors Group September 2012 - Present
RBC Royal Bank October 2009 - September 2012
Investors Group Financial Services Inc. September 2007 - February 2009
Skills
Risk Management, Financial Analysis, Credit, Banking, Strategic Financial..., Mutual Funds, Credit Analysis, Strategic Planning, Mortgage Lending, Budgets, Customer Service, Investments, Estate Planning, Retirement Planning, Portfolio Management, Cash Management, Finance, Financial Planners, Wealth Management, Accounting, Investment Advisory, Investment Strategies, Equities, Retirement, Financial Risk, Management, Insurance, Personal Finance, Relationship Management, Financial Planning
Education
Sheridan College 2007 — 2009
Business Finance, Finance
Humber College 1998 — 2001
Professional Golf Management, Business Administration and Management, General
Investors Group September 2012 - Present
RBC Royal Bank October 2009 - September 2012
Investors Group Financial Services Inc. September 2007 - February 2009
Skills
Risk Management, Financial Analysis, Credit, Banking, Strategic Financial..., Mutual Funds, Credit Analysis, Strategic Planning, Mortgage Lending, Budgets, Customer Service, Investments, Estate Planning, Retirement Planning, Portfolio Management, Cash Management, Finance, Financial Planners, Wealth Management, Accounting, Investment Advisory, Investment Strategies, Equities, Retirement, Financial Risk, Management, Insurance, Personal Finance, Relationship Management, Financial Planning
Education
Sheridan College 2007 — 2009
Business Finance, Finance
Humber College 1998 — 2001
Professional Golf Management, Business Administration and Management, General
Daniel Ruffo's Investors Group Financial Services Inc. Experience May 2011 - December 2011
Job Associate Manager, Golf Consulting at Wasserman Media Group
Industry Sports
Experience
Wasserman Media Group February 2013 - Present
lululemon athletica November 2012 - January 2013
IMG May 2012 - August 2012
Future Shop November 2011 - April 2012
Investors Group Financial Services Inc. May 2011 - December 2011
The Lamb Company April 2009 - August 2009
Skills
Sports Marketing, Marketing Strategy, Sports Management, Events, Event Planning, Sponsorship, Sports, Social Media Marketing, Marketing Communications, Professional Sports, Brand Development, Leadership, Blogging, Sales, Management
Education
George Brown College 2012 — 2012
Sport and Event Marketing, Graduate Studies
Oakville Trafalgar High School
University of Guelph
Honours Bachelor of Commerce, Marketing Management
Wasserman Media Group February 2013 - Present
lululemon athletica November 2012 - January 2013
IMG May 2012 - August 2012
Future Shop November 2011 - April 2012
Investors Group Financial Services Inc. May 2011 - December 2011
The Lamb Company April 2009 - August 2009
Skills
Sports Marketing, Marketing Strategy, Sports Management, Events, Event Planning, Sponsorship, Sports, Social Media Marketing, Marketing Communications, Professional Sports, Brand Development, Leadership, Blogging, Sales, Management
Education
George Brown College 2012 — 2012
Sport and Event Marketing, Graduate Studies
Oakville Trafalgar High School
University of Guelph
Honours Bachelor of Commerce, Marketing Management
Andrew Carew's Investors Group Financial Services Inc. Experience January 2010 - November 2011
Job Inbound Marketing Consultant
Industry Marketing and Advertising
Experience
Hype Media July 2015 - Present
Altus Group October 2012 - Present
Keyser Benefits Your best move in benefits February 2015 - Present
Creative Grounds February 2013 - Present
FP-iMarketing December 2011 - May 2012
Investors Group Financial Services Inc. January 2010 - November 2011
Education
Hubspot Academy 2014 — 2014
Inbound Marketing
Team Treehouse
Technology - Web Design, Web Development, & App Development
Google Analytics Academy 2015 — 2015
Google Tag Manager Fundamentals, 100%
Analytics Academy
Google Analytics Platform Principles, 100%
HubSpot Academy
Inbound Marketing Certification, Inbound Marketing
Bing Ads
Bing Ads Accredited Professional, 95%
Southern Alberta Institute of Technology / SAIT 2012 — 2012
Web/Multimedia Management and Webmaster
Mount Royal College 2012 — 2012
Sales Development
DeVry Institute of Technology 2008 — 2011
Bachelor of Business Administration (B.B.A.), Marketing & Sales
Hype Media July 2015 - Present
Altus Group October 2012 - Present
Keyser Benefits Your best move in benefits February 2015 - Present
Creative Grounds February 2013 - Present
FP-iMarketing December 2011 - May 2012
Investors Group Financial Services Inc. January 2010 - November 2011
Education
Hubspot Academy 2014 — 2014
Inbound Marketing
Team Treehouse
Technology - Web Design, Web Development, & App Development
Google Analytics Academy 2015 — 2015
Google Tag Manager Fundamentals, 100%
Analytics Academy
Google Analytics Platform Principles, 100%
HubSpot Academy
Inbound Marketing Certification, Inbound Marketing
Bing Ads
Bing Ads Accredited Professional, 95%
Southern Alberta Institute of Technology / SAIT 2012 — 2012
Web/Multimedia Management and Webmaster
Mount Royal College 2012 — 2012
Sales Development
DeVry Institute of Technology 2008 — 2011
Bachelor of Business Administration (B.B.A.), Marketing & Sales
Manminder S. (Mindy) Combow, BComm, MBA, CPCP Manminder S. (Mindy) Combow, BComm, MBA, CPCP's Investors Group Financial Services Inc. Experience June 1997 - April 1999
Job Vice President Treasury Management at Mutual of Omaha Bank
Industry Banking
Experience
Mutual of Omaha Bank August 2014 - Present
Scotiabank January 2013 - Present
Scotiabank Global Banking and Markets January 2008 - January 2013
Scotiabank January 2006 - December 2007
BMO Bank of Montreal August 2003 - January 2006
BMO Financial Group May 2002 - August 2003
Cartier Partners Financial Group April 1999 - December 2001
Investors Group Financial Services Inc. June 1997 - April 1999
Skills
Banking, Corporate Finance, Commercial Banking, Credit, Retail Banking, Credit Risk, Portfolio Management, Credit Analysis, Financial Analysis, Capital Markets, Relationship Management, Risk Management, Commercial Lending, Loans, Financial Modeling, Investments, Mortgage Lending, Financial Services, Strategic Financial..., Financial Risk, Cash Management, Treasury Management
Education
Dalhousie University 1997 — 2000
Master of Business Administration (MBA), Finance & Strategic Management
Dalhousie University 1993 — 1997
Bachelor of Commerce (BComm), Finance & Management Information Systems (MIS)
National Association of Purchasing Card Professionals 2012 — 2012
Certified Purchasing Card Professional (CPCP)
Mutual of Omaha Bank August 2014 - Present
Scotiabank January 2013 - Present
Scotiabank Global Banking and Markets January 2008 - January 2013
Scotiabank January 2006 - December 2007
BMO Bank of Montreal August 2003 - January 2006
BMO Financial Group May 2002 - August 2003
Cartier Partners Financial Group April 1999 - December 2001
Investors Group Financial Services Inc. June 1997 - April 1999
Skills
Banking, Corporate Finance, Commercial Banking, Credit, Retail Banking, Credit Risk, Portfolio Management, Credit Analysis, Financial Analysis, Capital Markets, Relationship Management, Risk Management, Commercial Lending, Loans, Financial Modeling, Investments, Mortgage Lending, Financial Services, Strategic Financial..., Financial Risk, Cash Management, Treasury Management
Education
Dalhousie University 1997 — 2000
Master of Business Administration (MBA), Finance & Strategic Management
Dalhousie University 1993 — 1997
Bachelor of Commerce (BComm), Finance & Management Information Systems (MIS)
National Association of Purchasing Card Professionals 2012 — 2012
Certified Purchasing Card Professional (CPCP)
Santos Sil's Investors Group Financial Services Inc. Experience September 2009 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. September 2009 - Present
Geisys Management solutions May 2008 - September 2009
Lafarge 2001 - 2007
Skills
Investments, Strategic Financial..., Bank Reconciliation, Finance, Financial Analysis, Risk Management, Cash Flow, Account Reconciliation, Internal Controls, Financial Reporting, Financial Accounting, Managerial Finance, Accounting, Budgets, Process Improvement
Education
Georgian College 1994 — 1996
Business Accounting, Accounting and Finance
Investors Group Financial Services Inc. September 2009 - Present
Geisys Management solutions May 2008 - September 2009
Lafarge 2001 - 2007
Skills
Investments, Strategic Financial..., Bank Reconciliation, Finance, Financial Analysis, Risk Management, Cash Flow, Account Reconciliation, Internal Controls, Financial Reporting, Financial Accounting, Managerial Finance, Accounting, Budgets, Process Improvement
Education
Georgian College 1994 — 1996
Business Accounting, Accounting and Finance
Craig Anheliger Craig Anheliger's Investors Group Financial Services Inc. Experience March 2013 - Present
Job Consultant at Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc March 2013 - Present
Skills
Investments, Strategic Financial..., Wealth Management, Mortgage Lending, Asset Management, Retirement Planning, Financial Planning, Risk Management, Financial Analysis, Business Planning, Small Business, Coaching, Leadership, Strategic Planning, Management, Customer Service, Finance
Education
The University of Lethbridge 2000 — 2001
Management, Commerce and Finance
Grant Macewan University 1999 — 2001
Management, Commerce and Finance, Economic
St. Albert High
St. Albert High
St. Albert High
Investors Group Financial Services Inc March 2013 - Present
Skills
Investments, Strategic Financial..., Wealth Management, Mortgage Lending, Asset Management, Retirement Planning, Financial Planning, Risk Management, Financial Analysis, Business Planning, Small Business, Coaching, Leadership, Strategic Planning, Management, Customer Service, Finance
Education
The University of Lethbridge 2000 — 2001
Management, Commerce and Finance
Grant Macewan University 1999 — 2001
Management, Commerce and Finance, Economic
St. Albert High
St. Albert High
St. Albert High
Lyla Foxen-Craft Lyla Foxen-Craft's Investors Group Financial Services Inc. Experience May 2011 - July 2011
Job Financial Analyst at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company February 2015 - Present
Ford Motor Company August 2013 - February 2015
McGill University September 2012 - December 2012
BAM Strategy July 2012 - August 2012
BAM Strategy May 2012 - July 2012
Investors Group Financial Services Inc. May 2011 - July 2011
Our Best Words July 2010 - August 2010
Skills
Microsoft Office, Financial Statement..., Accounts Payable, Accounts Receivable, Bank Reconciliation, QuickBooks, NetSuite, Minitab, JMP, Statistics, Econometrics, Data Entry, Microsoft Excel, PowerPoint, Accounting, Teamwork, Financial Analysis, Management
Education
McGill University 2009 — 2013
Bachelor of Commerce (B.Com.), Economics, Accounting
Ford Motor Company February 2015 - Present
Ford Motor Company August 2013 - February 2015
McGill University September 2012 - December 2012
BAM Strategy July 2012 - August 2012
BAM Strategy May 2012 - July 2012
Investors Group Financial Services Inc. May 2011 - July 2011
Our Best Words July 2010 - August 2010
Skills
Microsoft Office, Financial Statement..., Accounts Payable, Accounts Receivable, Bank Reconciliation, QuickBooks, NetSuite, Minitab, JMP, Statistics, Econometrics, Data Entry, Microsoft Excel, PowerPoint, Accounting, Teamwork, Financial Analysis, Management
Education
McGill University 2009 — 2013
Bachelor of Commerce (B.Com.), Economics, Accounting
Andrew Braithwaite's Investors Group Financial Services Inc. Experience March 2009 - August 2013
Job Member Education Representative
Industry Financial Services
Experience
Manulife (formerly Standard Life) August 2013 - Present
Investors Group Financial Services Inc. March 2009 - August 2013
Summerwood Products 2007 - 2008
Sleep Country Canada 2004 - 2007
Manitoulin Transport 2003 - 2004
Nelson Education 2000 - 2003
Skills
Pensions, RRSP, TFSA, Teaching Adults, Public Speaking, Certified Financial..., Employee Benefits, Customer Service, Retirement Planning, Financial Advisory, Investments, Team Building, Strategic Planning, Management, Leadership, Negotiation, Life and Living..., Adult Education, MFDA licensed, Tax, Analysis, Business Planning, Estate Planning, Mutual Funds, Disability Insurance, Financial Planners, Financial Services, Insurance, Procurement, Cash Management, Microsoft Office, Microsoft Excel
Education
Humber College 2002 — 2003
Post-Grad Certificate, Logistics, Materials, and Supply Chain Management
Sault College of Applied Arts & Technology 1997 — 1999
Diploma, Criminal Justice/Police Science
University of Toronto - University of St. Michael's College 1992 — 1996
Bachelor of Science (BSc), Physical and Biological Anthropology
John Diefenbaker Secondary School
Manulife (formerly Standard Life) August 2013 - Present
Investors Group Financial Services Inc. March 2009 - August 2013
Summerwood Products 2007 - 2008
Sleep Country Canada 2004 - 2007
Manitoulin Transport 2003 - 2004
Nelson Education 2000 - 2003
Skills
Pensions, RRSP, TFSA, Teaching Adults, Public Speaking, Certified Financial..., Employee Benefits, Customer Service, Retirement Planning, Financial Advisory, Investments, Team Building, Strategic Planning, Management, Leadership, Negotiation, Life and Living..., Adult Education, MFDA licensed, Tax, Analysis, Business Planning, Estate Planning, Mutual Funds, Disability Insurance, Financial Planners, Financial Services, Insurance, Procurement, Cash Management, Microsoft Office, Microsoft Excel
Education
Humber College 2002 — 2003
Post-Grad Certificate, Logistics, Materials, and Supply Chain Management
Sault College of Applied Arts & Technology 1997 — 1999
Diploma, Criminal Justice/Police Science
University of Toronto - University of St. Michael's College 1992 — 1996
Bachelor of Science (BSc), Physical and Biological Anthropology
John Diefenbaker Secondary School
Aldo Ottati, MBA Aldo Ottati, MBA's Investors Group Financial Services Inc. Experience 2010 - Present
Job Goal Based Financial Planner
Industry Financial Services
Experience
Investors Group Financial Services Inc. 2010 - Present
Technology & Management 2009 - 2011
Aldea Solutions Inc. 2007 - 2008
SmartCOM S.A. 1997 - 2007
Corporación Noboa 1994 - 1997
TC Television 1988 - 1993
Ecuavisa 1986 - 1987
Skills
Telecommunications, Budgets, Risk Management, Strategic Planning, Team Leadership, Business Planning, Finance, Analysis, Business Strategy, Business Analysis, Project Management, Business Development, Project Planning, Strategic Financial..., New Business Development, Entrepreneurship, Financial Analysis, Negotiation, Customer Service, Portfolio Management, Insurance, Investments, Banking, Leadership, Strategy, Market Research, Forecasting, Operations Management, Cross-functional Team..., Contract Negotiation, Process Improvement, Business Process...
Education
Université du Québec à Montréal 2009 — 2012
Master, Project Management
Escuela Superior Politécnica del Litoral 1989 — 1991
Master, Business Administration
University of Southern California 1987 — 1988
MSEE, Telecommunications
Escuela Superior Politécnica del Litoral 1982 — 1987
Bachelor, Electrical Engineering
Investors Group Financial Services Inc. 2010 - Present
Technology & Management 2009 - 2011
Aldea Solutions Inc. 2007 - 2008
SmartCOM S.A. 1997 - 2007
Corporación Noboa 1994 - 1997
TC Television 1988 - 1993
Ecuavisa 1986 - 1987
Skills
Telecommunications, Budgets, Risk Management, Strategic Planning, Team Leadership, Business Planning, Finance, Analysis, Business Strategy, Business Analysis, Project Management, Business Development, Project Planning, Strategic Financial..., New Business Development, Entrepreneurship, Financial Analysis, Negotiation, Customer Service, Portfolio Management, Insurance, Investments, Banking, Leadership, Strategy, Market Research, Forecasting, Operations Management, Cross-functional Team..., Contract Negotiation, Process Improvement, Business Process...
Education
Université du Québec à Montréal 2009 — 2012
Master, Project Management
Escuela Superior Politécnica del Litoral 1989 — 1991
Master, Business Administration
University of Southern California 1987 — 1988
MSEE, Telecommunications
Escuela Superior Politécnica del Litoral 1982 — 1987
Bachelor, Electrical Engineering
Makarand Deshpande Makarand Deshpande's Investors Group Financial Services Inc. Experience 2013 - Present
Job Consultant at Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc. 2013 - Present
Fairside Northam Inc 2010 - 2013
Pharmascience 2006 - 2009
Orchid Pharma 2004 - 2006
Zydus Cadila 1999 - 2004
Skills
Business Strategy, Strategy, Strategic Planning, Business Planning, Entrepreneurship, Management Consulting, Business Transformation, Business Development, Change Management, Mergers & Acquisitions, Pharmaceutical Industry, International Business, Cross-functional Team..., Business Analysis, Organizational..., Management, Project Management, Leadership Development, International Marketing, Marketing Strategy, P&L Management, Sales, Marketing, Coaching, Sales Management, Finance, Executive Coaching, International Sales, Branded Generics, Team Building, Product Launch, Market Research, Governance, Competitive Analysis, Market Analysis, Start-ups
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
The Institute for Advanced Financial Education 2014 — 2014
Chartered Life Underwriter (CLU), Advanced estate planning, tax planning and wealth transfer
Queen's University
Master of Business Administration (MBA), Business Administration, Management and Operations
Nagpur University
Bachelor of Science (BSc)
Investors Group Financial Services Inc. 2013 - Present
Fairside Northam Inc 2010 - 2013
Pharmascience 2006 - 2009
Orchid Pharma 2004 - 2006
Zydus Cadila 1999 - 2004
Skills
Business Strategy, Strategy, Strategic Planning, Business Planning, Entrepreneurship, Management Consulting, Business Transformation, Business Development, Change Management, Mergers & Acquisitions, Pharmaceutical Industry, International Business, Cross-functional Team..., Business Analysis, Organizational..., Management, Project Management, Leadership Development, International Marketing, Marketing Strategy, P&L Management, Sales, Marketing, Coaching, Sales Management, Finance, Executive Coaching, International Sales, Branded Generics, Team Building, Product Launch, Market Research, Governance, Competitive Analysis, Market Analysis, Start-ups
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
The Institute for Advanced Financial Education 2014 — 2014
Chartered Life Underwriter (CLU), Advanced estate planning, tax planning and wealth transfer
Queen's University
Master of Business Administration (MBA), Business Administration, Management and Operations
Nagpur University
Bachelor of Science (BSc)
Judy Morfitt Judy Morfitt's Investors Group Financial Services Inc. Experience 2001 - Present
Job Assistant VicePresident, Marketing Development
Industry Financial Services
Experience
Investors Group Financial Services Inc. 2001 - Present
Groupe Investors February 2001 - Present
CMA Manitoba Chapter 2011 - 2013
Leadership Winnipeg 2005 - 2007
J. Morfitt Marketing Services November 1996 - February 2001
Monsanto Canada 1988 - 1997
Skills
Segmented Marketing..., Sales Management, CRM marketing, Product Marketing, Direct Marketing, Marketing, Leadership, CRM, Marketing Communications, Brand Management, Integrated Marketing
Education
University of Manitoba 2000 — 2004
BA, Major Sociology
Douglas College 1977 — 1980
Communications, Marketing and Communications strategy
Investors Group Financial Services Inc. 2001 - Present
Groupe Investors February 2001 - Present
CMA Manitoba Chapter 2011 - 2013
Leadership Winnipeg 2005 - 2007
J. Morfitt Marketing Services November 1996 - February 2001
Monsanto Canada 1988 - 1997
Skills
Segmented Marketing..., Sales Management, CRM marketing, Product Marketing, Direct Marketing, Marketing, Leadership, CRM, Marketing Communications, Brand Management, Integrated Marketing
Education
University of Manitoba 2000 — 2004
BA, Major Sociology
Douglas College 1977 — 1980
Communications, Marketing and Communications strategy
Mabeye N'diaye Mabeye N'diaye's Investors Group Financial Services Inc. Experience October 2010 - August 2011
Job Procurement / Finance Analyst Looking for new opportunities
Industry Mining & Metals
Experience
Rio Tinto April 2014 - January 2015
Rio Tinto Alcan October 2011 - April 2014
Investors Group Financial Services Inc. October 2010 - August 2011
Bombardier Aerospace June 2008 - January 2010
Skills
Business Process..., Procurement, Contract Negotiation, Supply Chain, Project Planning, Strategic Sourcing, Business Strategy, Strategy, Contract Management, Negotiation, Supply Chain Management, Forecasting, Change Management, Analysis, Operations Management, Process Improvement, SAP, Purchasing, Team Leadership, Continuous Improvement, Solution Selling, Selling Ideas, Selling, Marketing Strategy, Interpersonnal skills, Approvisionnement, Leadership
Education
Université du Québec à Montréal 2006 — 2009
Bachelor in Business Administration, Minor in Marketing
College Internationnal Marie-De-France 2002 — 2004
BAC francais, Economic sciences
Université de Montréal - HEC Montréal
Rio Tinto April 2014 - January 2015
Rio Tinto Alcan October 2011 - April 2014
Investors Group Financial Services Inc. October 2010 - August 2011
Bombardier Aerospace June 2008 - January 2010
Skills
Business Process..., Procurement, Contract Negotiation, Supply Chain, Project Planning, Strategic Sourcing, Business Strategy, Strategy, Contract Management, Negotiation, Supply Chain Management, Forecasting, Change Management, Analysis, Operations Management, Process Improvement, SAP, Purchasing, Team Leadership, Continuous Improvement, Solution Selling, Selling Ideas, Selling, Marketing Strategy, Interpersonnal skills, Approvisionnement, Leadership
Education
Université du Québec à Montréal 2006 — 2009
Bachelor in Business Administration, Minor in Marketing
College Internationnal Marie-De-France 2002 — 2004
BAC francais, Economic sciences
Université de Montréal - HEC Montréal
Kassem Fawaz, CFA Candidate's Investors Group Financial Services Inc. Experience January 2010 - September 2011
Job Financial Analyst and Strategist, Financial Reporting, Investment Management, Budgetary Planning,Risk Management
Industry Education Management
Experience
Canadian Advanced Management and Training Solutions Inc. September 2012 - Present
Investors Group Financial Services Inc January 2010 - September 2011
QMI-UMB Inc July 2009 - September 2009
REI May 2008 - September 2008
Cefex May 2007 - August 2007
QMI-UMB Inc May 2006 - August 2006
Skills
Financial Analysis, Business Development, Strategic Financial..., Analysis, Financial Modeling, Business Strategy, Market Research, Business Analysis, Cash Flow, Economics, Investments, Management Consulting, Strategic Planning, Corporate Finance, Risk Management, Team Leadership, Business Planning, Teamwork, Managerial Finance, Portfolio Management, Financial Reporting, Auditing, Marketing Strategy, Entrepreneurship, Budgets, Accounting, Banking, Finance, Project Planning, Forecasting, Project Management, Strategy, Management, Investment Banking, Time Management, Negotiation, Team Management, Data Analysis, Mergers, Financial Services, Leadership, Market Analysis, Change Management, Start-ups, Investment Advisory, International Business, Financial Advisory, Financial Accounting, Sales, Competitive Analysis
Education
Hult International Business School 2011 — 2012
Master, International Business (MIB)
Ryerson University 2005 — 2009
Bachelor of Commerce, Finance
Canadian Advanced Management and Training Solutions Inc. September 2012 - Present
Investors Group Financial Services Inc January 2010 - September 2011
QMI-UMB Inc July 2009 - September 2009
REI May 2008 - September 2008
Cefex May 2007 - August 2007
QMI-UMB Inc May 2006 - August 2006
Skills
Financial Analysis, Business Development, Strategic Financial..., Analysis, Financial Modeling, Business Strategy, Market Research, Business Analysis, Cash Flow, Economics, Investments, Management Consulting, Strategic Planning, Corporate Finance, Risk Management, Team Leadership, Business Planning, Teamwork, Managerial Finance, Portfolio Management, Financial Reporting, Auditing, Marketing Strategy, Entrepreneurship, Budgets, Accounting, Banking, Finance, Project Planning, Forecasting, Project Management, Strategy, Management, Investment Banking, Time Management, Negotiation, Team Management, Data Analysis, Mergers, Financial Services, Leadership, Market Analysis, Change Management, Start-ups, Investment Advisory, International Business, Financial Advisory, Financial Accounting, Sales, Competitive Analysis
Education
Hult International Business School 2011 — 2012
Master, International Business (MIB)
Ryerson University 2005 — 2009
Bachelor of Commerce, Finance
Maria Gruending Maria Gruending's Investors Group Financial Services Inc. Experience July 2010 - April 2011
Job Client Services at Lawless Filmworx
Industry Motion Pictures and Film
Experience
Procreation Design Works June 2011 - April 2013
Investors Group Financial Services Inc. July 2010 - April 2011
Vancouver ECO Fashion Week 2009 - February 2010
Skills
Event Management, Coordinating Events, Account Management, Creative Problem Solving, Collaboration, Office Management, Bookkeeping, Data Management, Corporate Events, Social Media Marketing, Sponsorship, Social Media, Event Producing, Event Planning
Education
Langara College 2014 — 2016
Integrative Energy Healing
University of Saskatchewan
BFA, Drama
Vancouver Film School
Acting for Film and Television
Procreation Design Works June 2011 - April 2013
Investors Group Financial Services Inc. July 2010 - April 2011
Vancouver ECO Fashion Week 2009 - February 2010
Skills
Event Management, Coordinating Events, Account Management, Creative Problem Solving, Collaboration, Office Management, Bookkeeping, Data Management, Corporate Events, Social Media Marketing, Sponsorship, Social Media, Event Producing, Event Planning
Education
Langara College 2014 — 2016
Integrative Energy Healing
University of Saskatchewan
BFA, Drama
Vancouver Film School
Acting for Film and Television
Thomas Shibata BBA, CIM Thomas Shibata BBA, CIM's Investors Group Financial Services Inc. Experience March 2011 - June 2014
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. March 2011 - June 2014
RBC March 2008 - April 2009
Canada Revenue Agency January 2007 - April 2007
Canada Revenue Agency January 2006 - September 2006
Skills
Security Analysis, Estate Tax Planning, Insurance Planning, Retirement Planning, Retirement Income..., Cash Management, Investments, Tax Planning, Financial Planners, Retirement, Wealth Management, Tax, Investment Strategies, Small Business, Mutual Funds
Education
Canadian Securities Institute 2007 — 2009
CIM (Canadian Investment Manager, Investments
Simon Fraser University 2004 — 2007
BBA, Finance, Minor Marketing
Kwantlen University College 2001 — 2004
General Studies - Transfer preparation to SFU
Investors Group Financial Services Inc. March 2011 - June 2014
RBC March 2008 - April 2009
Canada Revenue Agency January 2007 - April 2007
Canada Revenue Agency January 2006 - September 2006
Skills
Security Analysis, Estate Tax Planning, Insurance Planning, Retirement Planning, Retirement Income..., Cash Management, Investments, Tax Planning, Financial Planners, Retirement, Wealth Management, Tax, Investment Strategies, Small Business, Mutual Funds
Education
Canadian Securities Institute 2007 — 2009
CIM (Canadian Investment Manager, Investments
Simon Fraser University 2004 — 2007
BBA, Finance, Minor Marketing
Kwantlen University College 2001 — 2004
General Studies - Transfer preparation to SFU
John A. Stewart B.A. CSP CFP John A. Stewart B.A. CSP CFP's Investors Group Financial Services Inc. Experience January 2000 - November 2010
Job Certified Financial Planner at Manulife Securities
Industry Financial Services
Experience
Manulife Securities Investment Services Inc. August 2014 - Present
Investors Group Financial Services January 2014 - July 2014
Investors Group Financial Services December 2010 - December 2013
Investors Group Financial Services Inc. January 2000 - November 2010
Investors Group Financial Services Inc. August 1994 - December 1999
Investors Group Financial Services Inc. May 1989 - July 1994
The Heritage Group May 1983 - April 1989
Skills
Financial Advisory, Tax Reduction Strategies, Wealth Management, Career Development, Public Speaking, Author, Tax, Retirement, Financial Services, Finance, Wealth, Team Building, Leadership, Investments, Retirement Planning, Financial Planners
Education
McMaster University 1980 — 1983
B.A.
Manulife Securities Investment Services Inc. August 2014 - Present
Investors Group Financial Services January 2014 - July 2014
Investors Group Financial Services December 2010 - December 2013
Investors Group Financial Services Inc. January 2000 - November 2010
Investors Group Financial Services Inc. August 1994 - December 1999
Investors Group Financial Services Inc. May 1989 - July 1994
The Heritage Group May 1983 - April 1989
Skills
Financial Advisory, Tax Reduction Strategies, Wealth Management, Career Development, Public Speaking, Author, Tax, Retirement, Financial Services, Finance, Wealth, Team Building, Leadership, Investments, Retirement Planning, Financial Planners
Education
McMaster University 1980 — 1983
B.A.
Patrick Jean-Mary's Investors Group Financial Services Inc. Experience May 2011 - July 2011
Job Business Development Manager at CIBC Asset Management
Industry Investment Management
Experience
CIBC Asset Management March 2015 - Present
National Bank Direct Brokerage April 2014 - March 2015
Canadian Football League June 2012 - June 2014
National Bank Investments January 2012 - April 2014
Investors Group Financial Services Inc. May 2011 - July 2011
RBC May 2010 - August 2010
Skills
Investments, Customer Service, Finance, Marketing, Microsoft Excel, Financial Analysis, Microsoft Office, Leadership, Accounting, Thompson One, Capital IQ, VBA, Matlab, Rotman Interactive..., Public Speaking, Management, Social Media, Banking, PowerPoint, Analysis, Event Planning, Research, Financial Modeling, Portfolio Management, Capital Markets, Risk Management, Business Development, Teamwork, Trading, Financial Services
Education
Université de Sherbrooke
Graduate Diploma (D.E.S.S.), Finance and Risk management
Howard University 2007 — 2011
International Business, Finance
Cégep du Vieux Montréal 2003 — 2006
DEC, Business
Collège Mont-Saint-louis 1998 — 2003
CIBC Asset Management March 2015 - Present
National Bank Direct Brokerage April 2014 - March 2015
Canadian Football League June 2012 - June 2014
National Bank Investments January 2012 - April 2014
Investors Group Financial Services Inc. May 2011 - July 2011
RBC May 2010 - August 2010
Skills
Investments, Customer Service, Finance, Marketing, Microsoft Excel, Financial Analysis, Microsoft Office, Leadership, Accounting, Thompson One, Capital IQ, VBA, Matlab, Rotman Interactive..., Public Speaking, Management, Social Media, Banking, PowerPoint, Analysis, Event Planning, Research, Financial Modeling, Portfolio Management, Capital Markets, Risk Management, Business Development, Teamwork, Trading, Financial Services
Education
Université de Sherbrooke
Graduate Diploma (D.E.S.S.), Finance and Risk management
Howard University 2007 — 2011
International Business, Finance
Cégep du Vieux Montréal 2003 — 2006
DEC, Business
Collège Mont-Saint-louis 1998 — 2003
Abdul Razzaque Yousufi Abdul Razzaque Yousufi's Investors Group Financial Services Inc. Experience April 2013 - October 2013
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. April 2013 - October 2013
UBL Fund Managers November 2011 - August 2012
Al Meezan Investment Management Limited April 2010 - November 2011
UBL Fund Managers March 2006 - March 2010
Skills
Interpersonal Skills, Asset Managment, Islamic Finance, Portfolio Management, Banking, Capital Markets, Financial Analysis, Corporate Finance, Mutual Funds, Investment Advisory, Leadership, Wealth Management, Financial Markets, Risk Management, Financial Advisory, Derivatives, Cross Selling, Sales, Team Management, Asset Management, Credit Risk, Equities, Sales Management, MIS, Training, Financial Risk, Strategic Financial..., Finance, Relationship Management, Investment Banking, Trade Finance, Credit Analysis, Equity Research, Investments, Retail Banking, Fixed Income, Trading, Credit, Valuation, Financial Modeling, FX Options, Treasury Management, Financial Services, Commercial Banking, Project Finance, Cash Management, Private Equity, Equity Valuation, Financial Structuring, Securities
Education
IFSE Institute 2013 — 2013
Canadian Investment Funds, Finance
University of Karachi 2003 — 2004
Bachelor of Commerce (B.Com)
Investors Group Financial Services Inc. April 2013 - October 2013
UBL Fund Managers November 2011 - August 2012
Al Meezan Investment Management Limited April 2010 - November 2011
UBL Fund Managers March 2006 - March 2010
Skills
Interpersonal Skills, Asset Managment, Islamic Finance, Portfolio Management, Banking, Capital Markets, Financial Analysis, Corporate Finance, Mutual Funds, Investment Advisory, Leadership, Wealth Management, Financial Markets, Risk Management, Financial Advisory, Derivatives, Cross Selling, Sales, Team Management, Asset Management, Credit Risk, Equities, Sales Management, MIS, Training, Financial Risk, Strategic Financial..., Finance, Relationship Management, Investment Banking, Trade Finance, Credit Analysis, Equity Research, Investments, Retail Banking, Fixed Income, Trading, Credit, Valuation, Financial Modeling, FX Options, Treasury Management, Financial Services, Commercial Banking, Project Finance, Cash Management, Private Equity, Equity Valuation, Financial Structuring, Securities
Education
IFSE Institute 2013 — 2013
Canadian Investment Funds, Finance
University of Karachi 2003 — 2004
Bachelor of Commerce (B.Com)
Mick Lord's Investors Group Financial Services Inc. Experience October 2014 - Present
Job Wealth management and financial risk mitigation for professionals and business owners
Industry Financial Services
Experience
Investors Group Financial Services Inc. October 2014 - Present
Standards Council of Canada October 2011 - June 2014
Canadian Nuclear Safety Commission July 2008 - October 2011
Canadian Nuclear Safety Commission April 2007 - July 2008
Canadian Nuclear Safety Commission January 2006 - April 2007
Canadian Nuclear Safety Commission July 2005 - January 2006
Canadian Nuclear Safety Commission January 2002 - July 2005
Science Applications International Corporation (now known as Leidos) July 1991 - January 2002
Skills
Mutual Funds, Financial Services, Investments, Disability Insurance, Life Insurance, Estate Tax Planning, Term Life Insurance, Financial Risk, Personal Tax Planning, Commercial Real Estate, Investment Properties, Nuclear, Government, International Relations, Radiation Safety, Strategic Planning, Nuclear Safety, Reactor, Science, Emergency Management, Technical Leadership, Strategy, Project Management, Karate, Guitarist, Risk Assessment, Security, Nuclear Energy
Education
McGill University 1989 — 1990
Diploma, Meteorology
University of New Brunswick 1985 — 1989
Bachelor of Science (B.Sc.), Physics
Douvris Martial Arts & Fitness 2006 — 2009
Black Belt (Shodan), Chito-Ryu Karate
Investors Group Financial Services Inc. October 2014 - Present
Standards Council of Canada October 2011 - June 2014
Canadian Nuclear Safety Commission July 2008 - October 2011
Canadian Nuclear Safety Commission April 2007 - July 2008
Canadian Nuclear Safety Commission January 2006 - April 2007
Canadian Nuclear Safety Commission July 2005 - January 2006
Canadian Nuclear Safety Commission January 2002 - July 2005
Science Applications International Corporation (now known as Leidos) July 1991 - January 2002
Skills
Mutual Funds, Financial Services, Investments, Disability Insurance, Life Insurance, Estate Tax Planning, Term Life Insurance, Financial Risk, Personal Tax Planning, Commercial Real Estate, Investment Properties, Nuclear, Government, International Relations, Radiation Safety, Strategic Planning, Nuclear Safety, Reactor, Science, Emergency Management, Technical Leadership, Strategy, Project Management, Karate, Guitarist, Risk Assessment, Security, Nuclear Energy
Education
McGill University 1989 — 1990
Diploma, Meteorology
University of New Brunswick 1985 — 1989
Bachelor of Science (B.Sc.), Physics
Douvris Martial Arts & Fitness 2006 — 2009
Black Belt (Shodan), Chito-Ryu Karate
Sanjeev Agnihotri Sanjeev Agnihotri's Investors Group Financial Services Inc. Experience June 2014 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. June 2014 - Present
World Financial Group (WFG) November 2012 - May 2014
Joshi Law Office\ 2011 - 2012
Ministry of Finance, Government of India May 2000 - August 2001
Skills
Legal Research, Legal Assistance, Pleadings, Litigation Support, Legal Documents, Office Administration, Microsoft Office, Front Office, Customer Service, Client Co-ordination, Problem Solving, Office Equipment, Purchase Requisitions, Purchase Orders, Budget, Internal Audit, Budgets, Finance, Banking, Estate Planning, Retirement Planning, Strategic Financial..., Insurance, Retirement, Investments, Financial Planners, Risk Management, Financial Services, Wealth, Financial Planning
Education
Advocis, Wolters Kluwer CCH 2015 — 2016
Certified Financial Planner® (CFP®), Financial Planning Examination Level 1 (FPE1)
University of Delhi 1989 — 1993
Bachelor's degree, Law
University of Delhi 1984 — 1988
Bachelor's degree, Business/Commerce, General
Investors Group Financial Services Inc. June 2014 - Present
World Financial Group (WFG) November 2012 - May 2014
Joshi Law Office\ 2011 - 2012
Ministry of Finance, Government of India May 2000 - August 2001
Skills
Legal Research, Legal Assistance, Pleadings, Litigation Support, Legal Documents, Office Administration, Microsoft Office, Front Office, Customer Service, Client Co-ordination, Problem Solving, Office Equipment, Purchase Requisitions, Purchase Orders, Budget, Internal Audit, Budgets, Finance, Banking, Estate Planning, Retirement Planning, Strategic Financial..., Insurance, Retirement, Investments, Financial Planners, Risk Management, Financial Services, Wealth, Financial Planning
Education
Advocis, Wolters Kluwer CCH 2015 — 2016
Certified Financial Planner® (CFP®), Financial Planning Examination Level 1 (FPE1)
University of Delhi 1989 — 1993
Bachelor's degree, Law
University of Delhi 1984 — 1988
Bachelor's degree, Business/Commerce, General
Jonathan Kang Jonathan Kang's Investors Group Financial Services Inc. Experience May 2010 - September 2010
Job Entrepreneur Focusing on the Internet
Industry Internet
Experience
Catalyst Business Solutions (Vancouver) September 2015 - Present
Cummins Western Canada March 2014 - August 2015
Deloitte June 2011 - July 2013
Investors Group Financial Services Inc. May 2010 - September 2010
London InterCommunity Health Center September 2009 - April 2010
Skills
Management Consulting, Business Transformation, Integration, Business Process..., Leadership Development, Change Management, Business Process Design, Public Speaking, Stakeholder Management, Stakeholder Engagement, Workshop Facilitation, Microsoft Office, HR Transformation, Management, Project Management, Business Analysis, Data Analysis
Education
Ivey Business School at Western University 2009 — 2011
Bachelor of Arts, Honours, Business Administration
Western University 2007 — 2009
Bachelors, Management and Organizational Studies
Catalyst Business Solutions (Vancouver) September 2015 - Present
Cummins Western Canada March 2014 - August 2015
Deloitte June 2011 - July 2013
Investors Group Financial Services Inc. May 2010 - September 2010
London InterCommunity Health Center September 2009 - April 2010
Skills
Management Consulting, Business Transformation, Integration, Business Process..., Leadership Development, Change Management, Business Process Design, Public Speaking, Stakeholder Management, Stakeholder Engagement, Workshop Facilitation, Microsoft Office, HR Transformation, Management, Project Management, Business Analysis, Data Analysis
Education
Ivey Business School at Western University 2009 — 2011
Bachelor of Arts, Honours, Business Administration
Western University 2007 — 2009
Bachelors, Management and Organizational Studies
Chris Sverkas's Investors Group Financial Services Inc. Experience June 2012 - January 2013
Job Senior Financial Advisor Imperial Service
Industry Financial Services
Experience
CIBC December 2014 - Present
CIBC January 2014 - Present
CIBC January 2013 - December 2013
Investors Group Financial Services Inc. June 2012 - January 2013
Precise Cut Contracting February 2007 - June 2008
JB Acquisitions June 2006 - October 2006
Skills
Sales, Manage Client..., Risk Management, Strategic Financial..., Communication, Investments, Estate Planning, Personal Tax Planning, Microsoft Office, Analysis, Finance, Financial Services, Financial Planning, Retirement, Banking, Customer Service, Financial Advisory, Management
Education
George Brown College 2009 — 2011
Advanced Diploma 3 Year, Financial Planning and Services, Honours
CIBC December 2014 - Present
CIBC January 2014 - Present
CIBC January 2013 - December 2013
Investors Group Financial Services Inc. June 2012 - January 2013
Precise Cut Contracting February 2007 - June 2008
JB Acquisitions June 2006 - October 2006
Skills
Sales, Manage Client..., Risk Management, Strategic Financial..., Communication, Investments, Estate Planning, Personal Tax Planning, Microsoft Office, Analysis, Finance, Financial Services, Financial Planning, Retirement, Banking, Customer Service, Financial Advisory, Management
Education
George Brown College 2009 — 2011
Advanced Diploma 3 Year, Financial Planning and Services, Honours
Peter Coutts, MBA, CFP, RRC Peter Coutts, MBA, CFP, RRC's Investors Group Financial Services Inc. Experience October 1998 - Present
Job Financial Consultant, CFP at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. October 1998 - Present
TD June 1992 - August 1998
National Bank of Canada April 1990 - May 1992
TD September 1981 - April 1990
CIBC July 1978 - August 1980
Skills
Retirement Planning, Investments, Strategic Financial..., Retirement, Financial Planners, Finance, Financial Planning, Insurance, Wealth Management, Estate Planning, Portfolio Management, Financial Advisory, Investment Advisory, Mutual Funds, Credit, Personal Finance, Tax, Wealth, Special Education, Critical Illness, Disability Insurance, Outplacement Planning, Insurance Planning, Cash Flow Management, Investment Planning, Special Needs Planning, Commercial Lending
Education
York University - Schulich School of Business 1980 — 1981
MBA, Business Administration
Ivey Business School at Western University 1976 — 1978
HBA, Business Administration
Huron University College 1973 — 1976
BA, Economics
Investors Group Financial Services Inc. October 1998 - Present
TD June 1992 - August 1998
National Bank of Canada April 1990 - May 1992
TD September 1981 - April 1990
CIBC July 1978 - August 1980
Skills
Retirement Planning, Investments, Strategic Financial..., Retirement, Financial Planners, Finance, Financial Planning, Insurance, Wealth Management, Estate Planning, Portfolio Management, Financial Advisory, Investment Advisory, Mutual Funds, Credit, Personal Finance, Tax, Wealth, Special Education, Critical Illness, Disability Insurance, Outplacement Planning, Insurance Planning, Cash Flow Management, Investment Planning, Special Needs Planning, Commercial Lending
Education
York University - Schulich School of Business 1980 — 1981
MBA, Business Administration
Ivey Business School at Western University 1976 — 1978
HBA, Business Administration
Huron University College 1973 — 1976
BA, Economics
Cliff Ostonal Cliff Ostonal's Investors Group Financial Services Inc. Experience October 2006 - September 2012
Job Sales for K Rents, Division of SMS Equipment
Industry Financial Services
Experience
SMS Equipment September 2012 - Present
Investors Group Financial Services Inc. October 2006 - September 2012
Wajax Industries October 2003 - October 2006
Hammer Equipment 2000 - 2003
Wajax Industries January 1994 - November 2000
Skills
Retirement Planning, Critical Illness, Retirement, Wealth Management, Estate Planning, Sales Operations, CRM, Mutual Funds, Financial Services, Investments, Team Management, Asset Management, Strategic Financial..., Financial Advisory, Sales Management, Management, Team Building, Contract Negotiation, Financial Planning, Purchasing, Sales, Customer Service, Negotiation, Operations Management, Strategic Planning, Budgets
Education
Douglas College 1983 — 1985
Burnaby Central Senior Secondary High School 1981 — 1983
SMS Equipment September 2012 - Present
Investors Group Financial Services Inc. October 2006 - September 2012
Wajax Industries October 2003 - October 2006
Hammer Equipment 2000 - 2003
Wajax Industries January 1994 - November 2000
Skills
Retirement Planning, Critical Illness, Retirement, Wealth Management, Estate Planning, Sales Operations, CRM, Mutual Funds, Financial Services, Investments, Team Management, Asset Management, Strategic Financial..., Financial Advisory, Sales Management, Management, Team Building, Contract Negotiation, Financial Planning, Purchasing, Sales, Customer Service, Negotiation, Operations Management, Strategic Planning, Budgets
Education
Douglas College 1983 — 1985
Burnaby Central Senior Secondary High School 1981 — 1983
Christabelle Wong, CFP Christabelle Wong, CFP's Investors Group Financial Services Inc. Experience September 2010 - Present
Job Associate Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. September 2010 - Present
Manulife-Sinochem June 2007 - August 2007
RBC July 2006 - August 2006
Skills
Insurance Planning, Education Savings, Financial Planning, Retirement Planning, Cash Management, Estate Planning, Wealth Management, Financial Planners, Strategic Financial..., Financial Services, Team Leadership
Education
McMaster University
H.B.Comm
Investors Group Financial Services Inc. September 2010 - Present
Manulife-Sinochem June 2007 - August 2007
RBC July 2006 - August 2006
Skills
Insurance Planning, Education Savings, Financial Planning, Retirement Planning, Cash Management, Estate Planning, Wealth Management, Financial Planners, Strategic Financial..., Financial Services, Team Leadership
Education
McMaster University
H.B.Comm
Luke Nelson Luke Nelson's Investors Group Financial Services Inc. Experience 2007 - Present
Job Senior Financial Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. 2007 - Present
Lux Research 2006 - 2006
Skills
Financial Planning, Insurance Planning, Retirement Planning, Estate Planning, Estate Tax Planning, Financial Planners, Wealth Accumulation, Risk Management, Life Insurance, Retirement, Financial Advisory, Wealth, Critical Illness, Investment Strategies, Investment Advisory, Disability Insurance, Strategic Financial..., Long-term Care, Mortgage Lending, Wealth Management, Pensions, Mutual Funds, Finance, Investments, Income Protection, Personal Finance, Segregated Funds, Retirement Savings, Fixed Annuities
Education
Financial Planners Standards Council
Certified Financial Planner (CFP)
McGill University
Bachelor of Science (BSc), Physics
CSI
Canadian Securities Course
CSI
Professional Financial Planning Course
University of Toronto Schools
Investors Group Financial Services Inc. 2007 - Present
Lux Research 2006 - 2006
Skills
Financial Planning, Insurance Planning, Retirement Planning, Estate Planning, Estate Tax Planning, Financial Planners, Wealth Accumulation, Risk Management, Life Insurance, Retirement, Financial Advisory, Wealth, Critical Illness, Investment Strategies, Investment Advisory, Disability Insurance, Strategic Financial..., Long-term Care, Mortgage Lending, Wealth Management, Pensions, Mutual Funds, Finance, Investments, Income Protection, Personal Finance, Segregated Funds, Retirement Savings, Fixed Annuities
Education
Financial Planners Standards Council
Certified Financial Planner (CFP)
McGill University
Bachelor of Science (BSc), Physics
CSI
Canadian Securities Course
CSI
Professional Financial Planning Course
University of Toronto Schools
Nadine C Nadine C's Investors Group Financial Services Inc. Experience November 2008 - June 2010
Job Treasury Coordinator at Maple Leaf Sports & Entertainment
Industry Accounting
Experience
Hourglass Workout - Upper Beaches May 2015 - Present
Maple Leaf Sports & Entertainment September 2011 - Present
Sena Beauty 2011 - Present
HomEquity Bank October 2010 - September 2011
Investors Group Financial Services Inc. November 2008 - June 2010
Skills
Budget, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Cash Management, Treasury, Budgets, Accounting, Outlook, Beauty Industry, Social Networking, Strategic Planning, Time Management, Cosmetics, Event Management, Event Planning, Social Media Marketing, Leadership, Entrepreneurship, Financial Reporting, Social Media, Coaching, Public Speaking, Finance, Marketing
Education
The University of Winnipeg 1997 — 2000
George Brown College
Accounting
Hourglass Workout - Upper Beaches May 2015 - Present
Maple Leaf Sports & Entertainment September 2011 - Present
Sena Beauty 2011 - Present
HomEquity Bank October 2010 - September 2011
Investors Group Financial Services Inc. November 2008 - June 2010
Skills
Budget, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Cash Management, Treasury, Budgets, Accounting, Outlook, Beauty Industry, Social Networking, Strategic Planning, Time Management, Cosmetics, Event Management, Event Planning, Social Media Marketing, Leadership, Entrepreneurship, Financial Reporting, Social Media, Coaching, Public Speaking, Finance, Marketing
Education
The University of Winnipeg 1997 — 2000
George Brown College
Accounting
Donna Quibell, CLU Donna Quibell, CLU's Investors Group Financial Services Inc. Experience February 2011 - Present
Job Financial Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. February 2011 - Present
Vision 2000 Travel Group March 2008 - January 2011
Amex Bank of Canada 1987 - 2005
Skills
Wealth Management, Retirement Planning, Insurance, Financial Advisory, Strategic Financial..., Retirement, Financial Planners, Coaching, Management, Team Building, Investment Advisory, Wealth, Mutual Funds, Strategy, Estate Planning, Investment Strategies, Pensions, Investments, Financial Services
Education
IFSE Institute
Finance and Financial Management Services
Canadian Institute of Travel Counsellors
Travel and Tourism
Humber College
Diploma, Travel and Tourism
I.E. Weldon S. S. Lindsay
Investors Group Financial Services Inc. February 2011 - Present
Vision 2000 Travel Group March 2008 - January 2011
Amex Bank of Canada 1987 - 2005
Skills
Wealth Management, Retirement Planning, Insurance, Financial Advisory, Strategic Financial..., Retirement, Financial Planners, Coaching, Management, Team Building, Investment Advisory, Wealth, Mutual Funds, Strategy, Estate Planning, Investment Strategies, Pensions, Investments, Financial Services
Education
IFSE Institute
Finance and Financial Management Services
Canadian Institute of Travel Counsellors
Travel and Tourism
Humber College
Diploma, Travel and Tourism
I.E. Weldon S. S. Lindsay
David Hodgins David Hodgins's Investors Group Financial Services Inc. Experience November 2011 - April 2012
Job Environmental Services Policy Analyst at York Region (The Regional Municipality of York)
Industry Public Policy
Experience
York Region (The Regional Municipality of York) May 2015 - Present
The Regional Municipality of York June 2013 - Present
Government of Canada August 2012 - June 2013
Enbridge May 2012 - September 2012
Investors Group Financial Services Inc. November 2011 - April 2012
McMaster University September 2010 - September 2011
North Toronto Soccer Club June 2009 - September 2011
City of Toronto June 2002 - September 2011
Skills
French, Microsoft Office, Customer Relations, Office Administration, International Relations, Writing Skills, Qualitative Research, Punctual, Political Science, Excel, Administration, Outlook, Budgeting, PowerPoint, Research, Written Correspondence, Event Management, Organization, Microsoft Excel, Policy Analysis, Teaching, Government, Public Policy, Customer Service, Report Writing, Budgets, Policy, Writing
Education
McMaster University 2010 — 2011
Masters, International Relations
York University 2004 — 2009
Honours B.A., International Studies, Political Science
York Region (The Regional Municipality of York) May 2015 - Present
The Regional Municipality of York June 2013 - Present
Government of Canada August 2012 - June 2013
Enbridge May 2012 - September 2012
Investors Group Financial Services Inc. November 2011 - April 2012
McMaster University September 2010 - September 2011
North Toronto Soccer Club June 2009 - September 2011
City of Toronto June 2002 - September 2011
Skills
French, Microsoft Office, Customer Relations, Office Administration, International Relations, Writing Skills, Qualitative Research, Punctual, Political Science, Excel, Administration, Outlook, Budgeting, PowerPoint, Research, Written Correspondence, Event Management, Organization, Microsoft Excel, Policy Analysis, Teaching, Government, Public Policy, Customer Service, Report Writing, Budgets, Policy, Writing
Education
McMaster University 2010 — 2011
Masters, International Relations
York University 2004 — 2009
Honours B.A., International Studies, Political Science
Des Lackey Des Lackey's Investors Group Financial Services Inc. Experience March 2011 - June 2012
Job Financial Consultant
Industry Financial Services
Experience
Investors Group Financial Services Inc. March 2011 - June 2012
Formet Industries October 2000 - August 2010
Education
Georgian College 1997 — 2000
Mechanical Engineering Technology Diploma, Automotive Manufacturing
Fanshawe College 1994 — 1996
Business Diploma, Accounting
Investors Group Financial Services Inc. March 2011 - June 2012
Formet Industries October 2000 - August 2010
Education
Georgian College 1997 — 2000
Mechanical Engineering Technology Diploma, Automotive Manufacturing
Fanshawe College 1994 — 1996
Business Diploma, Accounting
Ghazi Abbas's Investors Group Financial Services Inc. Experience May 2011 - August 2011
Job Uber Technologies Inc.
Industry Logistics and Supply Chain
Experience
Uber June 2015 - Present
Green Savoree Racing Promotions May 2013 - August 2013
Investors Group Financial Services Inc. May 2011 - August 2011
CanGulf International Inc. June 2010 - September 2010
Skills
Team Leadership, Teamwork, Time Management, Public Speaking, Event Planning, Financial Analysis, Critical Thinking, Social Media, Leadership, Research, Microsoft Office, PowerPoint, Customer Service, Marketing, Management, Microsoft Word, Customer Satisfaction, Microsoft Excel, Photoshop
Education
Ivey Business School at Western University 2012 — 2014
Honours Business Administration (HBA)
Universidad de Navarra 2014 — 2014
School of Economics and Business Administration
The University of Western Ontario 2010 — 2012
Business Management and Organizational Studies (BMOS), Finance
Uber June 2015 - Present
Green Savoree Racing Promotions May 2013 - August 2013
Investors Group Financial Services Inc. May 2011 - August 2011
CanGulf International Inc. June 2010 - September 2010
Skills
Team Leadership, Teamwork, Time Management, Public Speaking, Event Planning, Financial Analysis, Critical Thinking, Social Media, Leadership, Research, Microsoft Office, PowerPoint, Customer Service, Marketing, Management, Microsoft Word, Customer Satisfaction, Microsoft Excel, Photoshop
Education
Ivey Business School at Western University 2012 — 2014
Honours Business Administration (HBA)
Universidad de Navarra 2014 — 2014
School of Economics and Business Administration
The University of Western Ontario 2010 — 2012
Business Management and Organizational Studies (BMOS), Finance
Elena Laudi's Investors Group Financial Services Inc. Experience 2009 - Present
Job Advisor at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. 2009 - Present
Casino de Montreal 2006 - 2009
Casino de Montreal November 1996 - June 2006
ARAMARK October 1992 - November 1996
VersaFoods 1985 - 1992
Skills
Retirement Planning, Estate Planning, RRSP, TFSA, Wealth Accumulation..., Tax-advantaged..., Residential Mortgages, Mutual Funds, Customer Oriented, Reliable, Retirement Savings, Sales Management, Sales, Critical Illness, Strategic Financial..., Investments, Public Relations, Financial Planners, Retirement, Investment Strategies, Wealth Management, Financial Advisory, Wealth, Leadership, Finance, Fixed Annuities, Investment Advisory, Financial Services, Insurance, Pensions, Portfolio Management, Asset Management, Budgets, Risk Management, Employee Benefits, Small Business, Personal Financial..., Long-term Care, Personal Finance, Financial Planning, Management, Customer Service, Strategic Planning, Microsoft Office
Education
Canadian Securities Institute Global Education 2010 — 2012
Financial Planning and Wealth Management
IG Institute 2009 — 2009
Consultant training
Investment Funds Institute of Canada 2008 — 2009
Licensed, Mutual Funds
HEC Montreal 2006 — 2009
Certficate, Managing the Sales Team, Time management, Project Management
Vanier College 1983 — 1985
Business Admin
Bishop Whalen High School
Investors Group Financial Services Inc. 2009 - Present
Casino de Montreal 2006 - 2009
Casino de Montreal November 1996 - June 2006
ARAMARK October 1992 - November 1996
VersaFoods 1985 - 1992
Skills
Retirement Planning, Estate Planning, RRSP, TFSA, Wealth Accumulation..., Tax-advantaged..., Residential Mortgages, Mutual Funds, Customer Oriented, Reliable, Retirement Savings, Sales Management, Sales, Critical Illness, Strategic Financial..., Investments, Public Relations, Financial Planners, Retirement, Investment Strategies, Wealth Management, Financial Advisory, Wealth, Leadership, Finance, Fixed Annuities, Investment Advisory, Financial Services, Insurance, Pensions, Portfolio Management, Asset Management, Budgets, Risk Management, Employee Benefits, Small Business, Personal Financial..., Long-term Care, Personal Finance, Financial Planning, Management, Customer Service, Strategic Planning, Microsoft Office
Education
Canadian Securities Institute Global Education 2010 — 2012
Financial Planning and Wealth Management
IG Institute 2009 — 2009
Consultant training
Investment Funds Institute of Canada 2008 — 2009
Licensed, Mutual Funds
HEC Montreal 2006 — 2009
Certficate, Managing the Sales Team, Time management, Project Management
Vanier College 1983 — 1985
Business Admin
Bishop Whalen High School
Eric Muller Eric Muller's Investors Group Financial Services Inc. Experience January 2014 - Present
Job Financial advisor with Investors Group Financial Services Inc
Industry Financial Services
Experience
Investors Group Financial Services Inc. January 2014 - Present
Komilfo Property Development October 2012 - Present
Royal Bank of Scotland October 2009 - June 2012
Royal Bank of Scotland January 2008 - October 2009
ABN AMRO Bank 1999 - 2007
ABN AMRO Bank N.V. October 2005 - December 2005
ABN AMRO Rothschild May 2001 - September 2002
Universal Securities May 1996 - September 1998
Skills
Financial Advisory, Wealth Management, Investment Management, Portfolio Management, Retirement Planning, Business Tax Planning, Investment Banking, Equity Capital Markets, Capital Markets, Equities, Capital Structure, Investments, Strategic Financial..., Personal Tax Planning, IPO, Private Equity, Corporate Finance, Corporate Development, Loan Origination, Mergers & Acquisitions, Restructuring, Origination
Education
CFA Institute
Erasmus Universiteit Rotterdam 1991 — 1996
Master of Sc., Business Economics
St Andrew's International College, Spain 1988 — 1991
International General Certificate of Secondary Education
Investors Group Financial Services Inc. January 2014 - Present
Komilfo Property Development October 2012 - Present
Royal Bank of Scotland October 2009 - June 2012
Royal Bank of Scotland January 2008 - October 2009
ABN AMRO Bank 1999 - 2007
ABN AMRO Bank N.V. October 2005 - December 2005
ABN AMRO Rothschild May 2001 - September 2002
Universal Securities May 1996 - September 1998
Skills
Financial Advisory, Wealth Management, Investment Management, Portfolio Management, Retirement Planning, Business Tax Planning, Investment Banking, Equity Capital Markets, Capital Markets, Equities, Capital Structure, Investments, Strategic Financial..., Personal Tax Planning, IPO, Private Equity, Corporate Finance, Corporate Development, Loan Origination, Mergers & Acquisitions, Restructuring, Origination
Education
CFA Institute
Erasmus Universiteit Rotterdam 1991 — 1996
Master of Sc., Business Economics
St Andrew's International College, Spain 1988 — 1991
International General Certificate of Secondary Education
Lindsay Horne Lindsay Horne's Investors Group Financial Services Inc. Experience 2001 - 2002
Job Compensation & Benefits Manager at Arthrex
Industry Medical Devices
Experience
Arthrex December 2009 - Present
INVESCO Plc 2008 - December 2009
Aim Investments 2003 - 2007
TDPRS 2002 - 2003
Investors Group Financial Services Inc. 2001 - 2002
Skills
Benefits, Compensation, Employee Benefits, Employee Relations, PeopleSoft, HRIS, Deferred Compensation, Leadership, Organizational..., Management, Recruiting, Human Resources, Strategic Planning, Employee Training, Performance Management, Onboarding, Change Management
Education
University of Manitoba 1999 — 2000
MBA
The University of Western Ontario - King's University College 1992 — 1996
Bachelor of Arts, Administrative and Commercial Studies
Arthrex December 2009 - Present
INVESCO Plc 2008 - December 2009
Aim Investments 2003 - 2007
TDPRS 2002 - 2003
Investors Group Financial Services Inc. 2001 - 2002
Skills
Benefits, Compensation, Employee Benefits, Employee Relations, PeopleSoft, HRIS, Deferred Compensation, Leadership, Organizational..., Management, Recruiting, Human Resources, Strategic Planning, Employee Training, Performance Management, Onboarding, Change Management
Education
University of Manitoba 1999 — 2000
MBA
The University of Western Ontario - King's University College 1992 — 1996
Bachelor of Arts, Administrative and Commercial Studies
Mara Quarin, CPA,CA, CFP Mara Quarin, CPA,CA, CFP's Investors Group Financial Services Inc. Experience October 2006 - September 2009
Job Independent Financial Services Professional
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance March 2013 - Present
Manulife Securities September 2009 - March 2013
Investors Group Financial Services Inc. October 2006 - September 2009
RSM Richter February 2005 - April 2005
BDO Canada March 2004 - June 2004
SNG Collins Barrow January 2001 - March 2003
BDO Canada January 1998 - January 2001
Frackt Piro & Woodfine September 1995 - December 1997
TD September 1987 - August 1995
Skills
Strategic Financial..., Tax, Investments, Retirement Planning, Estate Planning, Insurance, Risk Management, Wealth Management, Financial Planning
Education
Bayridge High School 1994 — 1998
McGill University 1988 — 1992
B.Comm., Accounting and Real Estate
HollisWealth, Scotiabank Global Wealth & Insurance March 2013 - Present
Manulife Securities September 2009 - March 2013
Investors Group Financial Services Inc. October 2006 - September 2009
RSM Richter February 2005 - April 2005
BDO Canada March 2004 - June 2004
SNG Collins Barrow January 2001 - March 2003
BDO Canada January 1998 - January 2001
Frackt Piro & Woodfine September 1995 - December 1997
TD September 1987 - August 1995
Skills
Strategic Financial..., Tax, Investments, Retirement Planning, Estate Planning, Insurance, Risk Management, Wealth Management, Financial Planning
Education
Bayridge High School 1994 — 1998
McGill University 1988 — 1992
B.Comm., Accounting and Real Estate
Keith Laplante MBA, AMP, FICB Keith Laplante MBA, AMP, FICB's Investors Group Financial Services Inc. Experience 1991 - 1996
Job Consultant at The Refinery Leadership Partners Inc.
Industry Management Consulting
Experience
The Refinery Leadership Partners Inc. 2013 - Present
Knowledge First Financial 2012 - 2013
HomEquity Bank 2007 - 2011
TD Waterhouse 2006 - 2007
TD Waterhouse 2004 - 2006
BMO Financial Group 1999 - 2004
BMO Financial Group 1996 - 1999
Department of National Defence 1992 - 1999
Investors Group Financial Services Inc. 1991 - 1996
Skills
Leadership, Business Development, Strategic Planning, Business Planning, Management, Risk Management, Sales Management, New Business Development, Team Building, Coaching, Banking, Recruiting, Training, Organizational..., Program Management, Finance, Investments, Change Management, Business Strategy, Process Improvement, Sales, Mergers & Acquisitions, Strategy, Sales Operations, Sales Process, Credit, Management Consulting, Performance Management
Education
Dalhousie University 1999 — 2003
MBA, Financial Services
Trent University 1989 — 1992
BA, History
The Refinery Leadership Partners Inc. 2013 - Present
Knowledge First Financial 2012 - 2013
HomEquity Bank 2007 - 2011
TD Waterhouse 2006 - 2007
TD Waterhouse 2004 - 2006
BMO Financial Group 1999 - 2004
BMO Financial Group 1996 - 1999
Department of National Defence 1992 - 1999
Investors Group Financial Services Inc. 1991 - 1996
Skills
Leadership, Business Development, Strategic Planning, Business Planning, Management, Risk Management, Sales Management, New Business Development, Team Building, Coaching, Banking, Recruiting, Training, Organizational..., Program Management, Finance, Investments, Change Management, Business Strategy, Process Improvement, Sales, Mergers & Acquisitions, Strategy, Sales Operations, Sales Process, Credit, Management Consulting, Performance Management
Education
Dalhousie University 1999 — 2003
MBA, Financial Services
Trent University 1989 — 1992
BA, History
Dennis Graves Dennis Graves's Investors Group Financial Services Inc. Experience September 1986 - January 1997
Job B.Comm.,CIM, IA at CIBC Wood Gundy
Industry Investment Management
Experience
CIBC Wood Gundy October 2012 - Present
DunndeeWealth - DWM Securities Inc May 2003 - October 2012
Harvest Financial Inc January 1997 - May 2003
Investors Group Financial Services Inc. September 1986 - January 1997
Education
Dalhousie University 1980 — 1984
B.Comm, finance/economics
CIBC Wood Gundy October 2012 - Present
DunndeeWealth - DWM Securities Inc May 2003 - October 2012
Harvest Financial Inc January 1997 - May 2003
Investors Group Financial Services Inc. September 1986 - January 1997
Education
Dalhousie University 1980 — 1984
B.Comm, finance/economics
Annie Lachance - Groupe Investors's Investors Group Financial Services Inc. Experience July 2011 - June 2014
Job Directrice de la formation chez Groupe Investors
Industry Financial Services
Experience
Groupe Investors July 2014 - Present
Investors Group Financial Services Inc. July 2011 - June 2014
Université du Québec à Montréal 2012 - 2013
Groupe Investors January 2008 - June 2011
Groupe Investors 2001 - 2007
Education
1998 — 2000
Certificat, Planification financière
HEC Montréal
Certificat personnalisé en administration - en cours, Business Administration and Management, General
UQAM
Master of Business Administration (MBA), Conseil en Management, En progression
Groupe Investors July 2014 - Present
Investors Group Financial Services Inc. July 2011 - June 2014
Université du Québec à Montréal 2012 - 2013
Groupe Investors January 2008 - June 2011
Groupe Investors 2001 - 2007
Education
1998 — 2000
Certificat, Planification financière
HEC Montréal
Certificat personnalisé en administration - en cours, Business Administration and Management, General
UQAM
Master of Business Administration (MBA), Conseil en Management, En progression
Ted Parkhill Ted Parkhill's Investors Group Financial Services Inc. Experience 1992 - 1998
Job CEO & CoFounder, Incline Investment Management, LLC
Industry Investment Management
Experience
Incline Investment Management, LLC February 2010 - Present
Parkhill Financial LLC 2009 - Present
Zazove Associates, LLC 2007 - 2009
Dekker Capital Management April 2007 - October 2007
John W. Henry & Company, Inc. June 2001 - January 2007
Ivy Mackenzie February 1998 - May 2001
Investors Group Financial Services Inc. 1992 - 1998
Skills
Alternative Investments, Trading, Hedge Funds, Investment Strategies, Asset Allocation, Asset Managment, Fund Of Funds, Investments, Trading Strategies, Investment Management, Portfolio Management, Equities, Financial Markets, Investment Advisory, Commodity, Asset Management, ETFs, Trading Systems, Proprietary Trading, Hedging, Options, Wealth Management, Electronic Trading, Currency, FX Options
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA, Marketing, Finance
University of Manitoba
Incline Investment Management, LLC February 2010 - Present
Parkhill Financial LLC 2009 - Present
Zazove Associates, LLC 2007 - 2009
Dekker Capital Management April 2007 - October 2007
John W. Henry & Company, Inc. June 2001 - January 2007
Ivy Mackenzie February 1998 - May 2001
Investors Group Financial Services Inc. 1992 - 1998
Skills
Alternative Investments, Trading, Hedge Funds, Investment Strategies, Asset Allocation, Asset Managment, Fund Of Funds, Investments, Trading Strategies, Investment Management, Portfolio Management, Equities, Financial Markets, Investment Advisory, Commodity, Asset Management, ETFs, Trading Systems, Proprietary Trading, Hedging, Options, Wealth Management, Electronic Trading, Currency, FX Options
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA, Marketing, Finance
University of Manitoba
David Morin, B Eng, CIM, CFP David Morin, B Eng, CIM, CFP's Investors Group Financial Services Inc. Experience September 2010 - Present
Job Financial Consultant, helping Canadians reach their financial goals with Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc. September 2010 - Present
JDS Uniphase 2000 - 2003
JDS Uniphase September 1997 - September 2000
Gandalf Technologies September 1995 - September 1997
Eicon Technologies September 1994 - September 1995
Eicon Technologies September 1992 - September 1994
Skills
Investment Planning, Insurance Planning and..., Estate Planning, Tax Planning, Cash Flow Management, Retirement Planning, Product Management, Program Management, Product Lifecycle..., Strategic Planning, New Business Development, Business Strategy, Product Marketing, Account Management, Team Building, Sales, Negotiation, Start-ups, Engineering Management, Budget, Product Development, Telecommunications, Optical Systems, Hardware Development, Software Development, Strategy, Business Development, Budgets, Investments, Financial Planners
Education
McGill University 1980 — 1984
B. Eng, Electrical Engineering
Marianopolis College 1978 — 1980
DEC, Applied Sciences
Loyola High School 1973 — 1978
High School/Secondary Diplomas and Certificates
Investors Group Financial Services Inc. September 2010 - Present
JDS Uniphase 2000 - 2003
JDS Uniphase September 1997 - September 2000
Gandalf Technologies September 1995 - September 1997
Eicon Technologies September 1994 - September 1995
Eicon Technologies September 1992 - September 1994
Skills
Investment Planning, Insurance Planning and..., Estate Planning, Tax Planning, Cash Flow Management, Retirement Planning, Product Management, Program Management, Product Lifecycle..., Strategic Planning, New Business Development, Business Strategy, Product Marketing, Account Management, Team Building, Sales, Negotiation, Start-ups, Engineering Management, Budget, Product Development, Telecommunications, Optical Systems, Hardware Development, Software Development, Strategy, Business Development, Budgets, Investments, Financial Planners
Education
McGill University 1980 — 1984
B. Eng, Electrical Engineering
Marianopolis College 1978 — 1980
DEC, Applied Sciences
Loyola High School 1973 — 1978
High School/Secondary Diplomas and Certificates
David Freiburger's Investors Group Financial Services Inc. Experience June 2009 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. June 2009 - Present
Sobeys October 2002 - May 2009
Education
Conestoga College 2005 — 2008
Business Administration - Accounting
Investors Group Financial Services Inc. June 2009 - Present
Sobeys October 2002 - May 2009
Education
Conestoga College 2005 — 2008
Business Administration - Accounting
Mary Ann J. Lara Mary Ann J. Lara's Investors Group Financial Services Inc. Experience July 2007 - Present
Job Financial Consultant, Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. July 2007 - Present
Manulife Financial April 2001 - June 2007
PricewaterhouseCoopers LLP February 1995 - April 2001
Security Bank Corporation 1974 - 1985
Skills
Personal Finance, Wealth Preservation..., Retirement Income..., Protection..., Wealth Preservation, Wealth Transfer, Insurance Strategies, Individual Taxation, Charitable Giving..., Saving for Education, Investment Selection, Segregated Funds, Group Benefits, Estate Planning, Tax Compliance, Tax Accounting, Debt Consolidation, Tax Reduction Strategies, Tax Strategies, Retirement Planning, Retirement, Insurance, Wealth, Strategic Financial..., Tax, Wealth Management..., Risk Management, Investments, Financial Services, Mutual Funds, Finance, Corporate Finance, Securities, Wealth Management, Equities, Accounting, Investment Advisory, Investment Strategies, Pensions, Critical Illness, Retirement Savings, High Net Worth..., Wealth Accumulation, Personal Financial..., Asset Allocation, Certified Financial..., Portfolio Management, Fixed Annuities, Life Insurance, Income Protection
Education
(CFP) Financial Planners Standards Council 2005 — 2006
Certfied Financial Planner (CFP) designation 2006, Financial Planning
FCSI, CIM, Canadian Securities Institute 1995 — 2001
Fellow of the Canadian Securities Institute (FCSI), Canadian Investment Manager (CIM) designations, Investment Management, Portfolio Techniques, Asset Allocation, Financial Planning, Derivatives
(CGA) Certified General Accountant 1991 — 1995
(CGA) designation- Ontario and Federal, Accounting, Taxation, Investments
De La Salle University 1972 — 1974
MBA, Finance
St. Theresa's College, PH
Bachelor of Science in Commerce, major in Accounting, Accounting and Finance
University of Asia and Pacific (Centre for Research and Communication)
Graduate Studies in Corporate Planning Strategies, Macro/Micro Economics. Strategic Corporate Planning
Investors Group Financial Services Inc. July 2007 - Present
Manulife Financial April 2001 - June 2007
PricewaterhouseCoopers LLP February 1995 - April 2001
Security Bank Corporation 1974 - 1985
Skills
Personal Finance, Wealth Preservation..., Retirement Income..., Protection..., Wealth Preservation, Wealth Transfer, Insurance Strategies, Individual Taxation, Charitable Giving..., Saving for Education, Investment Selection, Segregated Funds, Group Benefits, Estate Planning, Tax Compliance, Tax Accounting, Debt Consolidation, Tax Reduction Strategies, Tax Strategies, Retirement Planning, Retirement, Insurance, Wealth, Strategic Financial..., Tax, Wealth Management..., Risk Management, Investments, Financial Services, Mutual Funds, Finance, Corporate Finance, Securities, Wealth Management, Equities, Accounting, Investment Advisory, Investment Strategies, Pensions, Critical Illness, Retirement Savings, High Net Worth..., Wealth Accumulation, Personal Financial..., Asset Allocation, Certified Financial..., Portfolio Management, Fixed Annuities, Life Insurance, Income Protection
Education
(CFP) Financial Planners Standards Council 2005 — 2006
Certfied Financial Planner (CFP) designation 2006, Financial Planning
FCSI, CIM, Canadian Securities Institute 1995 — 2001
Fellow of the Canadian Securities Institute (FCSI), Canadian Investment Manager (CIM) designations, Investment Management, Portfolio Techniques, Asset Allocation, Financial Planning, Derivatives
(CGA) Certified General Accountant 1991 — 1995
(CGA) designation- Ontario and Federal, Accounting, Taxation, Investments
De La Salle University 1972 — 1974
MBA, Finance
St. Theresa's College, PH
Bachelor of Science in Commerce, major in Accounting, Accounting and Finance
University of Asia and Pacific (Centre for Research and Communication)
Graduate Studies in Corporate Planning Strategies, Macro/Micro Economics. Strategic Corporate Planning
Fraser Parrott Fraser Parrott's Investors Group Financial Services Inc. Experience November 2009 - November 2011
Job Aspiring Public Servant
Industry Government Administration
Experience
Investors Group July 2012 - March 2013
Investors Group Financial Services Inc. November 2009 - November 2011
Ontario Australian Football League June 2009 - October 2009
Maple Leaf Sports & Entertainment September 2008 - December 2008
Al Will and Associates May 2008 - September 2008
Skills
Strategic Planning, Coaching, Public Speaking, Event Management, Strategic Communications, Event Planning
Education
Humber College 2013 — 2014
Post-Graduate Certificate, Public Administration, Honours
Laurentian University/Université Laurentienne 2006 — 2009
B.Comm, Sports Administration
McMaster University & Athabasca University 2003 — 2005
Certified Management Accountant Coursework
Queen's University 1997 — 2000
B.A., Sociology
Investors Group July 2012 - March 2013
Investors Group Financial Services Inc. November 2009 - November 2011
Ontario Australian Football League June 2009 - October 2009
Maple Leaf Sports & Entertainment September 2008 - December 2008
Al Will and Associates May 2008 - September 2008
Skills
Strategic Planning, Coaching, Public Speaking, Event Management, Strategic Communications, Event Planning
Education
Humber College 2013 — 2014
Post-Graduate Certificate, Public Administration, Honours
Laurentian University/Université Laurentienne 2006 — 2009
B.Comm, Sports Administration
McMaster University & Athabasca University 2003 — 2005
Certified Management Accountant Coursework
Queen's University 1997 — 2000
B.A., Sociology
Gurmeet Arora, CFP, CPA, CGA Gurmeet Arora, CFP, CPA, CGA's Investors Group Financial Services Inc. Experience August 2008 - Present
Job Chartered Professional Accountant at Gurmeet S Arora
Industry Financial Services
Experience
Gurmeet S Arora, Chartered Professional Accountant May 2004 - Present
Investors Group Financial Services Inc. August 2008 - Present
Skills
Accounting, Financial Planners, Income Tax, Finalization of Accounts, Investments, Financial Analysis, Estate Planning, Business Planning, Financial Reporting, Tax, Strategic Financial..., Cash Flow, Credit, Tax Returns, Risk Management, Retirement Planning, Financial Services, Finance, Wealth Management, Portfolio Management, Asset Management, Investment Advisory, Mutual Funds, RESP, RRSP, Residential Mortgages, Insurance Planning -..., Critical Illness, Small Business, Wealth, Retirement, Investment Strategies, Insurance, Pensions, Disability Insurance, Financial Advisory, Life Insurance, Mortgage Lending, Financial Risk, Financial Planning
Education
CGA 1991 — 1993
CPA, CGA, Professional Accountant
CFP 2010 — 2010
CFP, Financial Planning
The Institute of Chartered Accountants of India 1976 — 1979
FCA, Chartered Accountant
The Institute of Cost Accountants of India 1979 — 1981
CMA, Cost Accounting
Institute of Company Secretaries of India 1978 — 1980
FCS, Company Secretary
Faculty of Management Studies - University of Delhi 1983 — 1985
Management
Shri Ram College of Commerce 1972 — 1977
BComm, MCom, Commerce
Gurmeet S Arora, Chartered Professional Accountant May 2004 - Present
Investors Group Financial Services Inc. August 2008 - Present
Skills
Accounting, Financial Planners, Income Tax, Finalization of Accounts, Investments, Financial Analysis, Estate Planning, Business Planning, Financial Reporting, Tax, Strategic Financial..., Cash Flow, Credit, Tax Returns, Risk Management, Retirement Planning, Financial Services, Finance, Wealth Management, Portfolio Management, Asset Management, Investment Advisory, Mutual Funds, RESP, RRSP, Residential Mortgages, Insurance Planning -..., Critical Illness, Small Business, Wealth, Retirement, Investment Strategies, Insurance, Pensions, Disability Insurance, Financial Advisory, Life Insurance, Mortgage Lending, Financial Risk, Financial Planning
Education
CGA 1991 — 1993
CPA, CGA, Professional Accountant
CFP 2010 — 2010
CFP, Financial Planning
The Institute of Chartered Accountants of India 1976 — 1979
FCA, Chartered Accountant
The Institute of Cost Accountants of India 1979 — 1981
CMA, Cost Accounting
Institute of Company Secretaries of India 1978 — 1980
FCS, Company Secretary
Faculty of Management Studies - University of Delhi 1983 — 1985
Management
Shri Ram College of Commerce 1972 — 1977
BComm, MCom, Commerce
Brock McLearon Brock McLearon's Investors Group Financial Services Inc. Experience July 2004 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. July 2004 - Present
Arab National Bank September 1995 - June 2000
Skills
Retirement Planning, Financial Planners, Wealth, Critical Illness, Risk Management, Leadership, Financial Analysis, Investments, Wealth Management, Strategic Financial..., Mutual Funds, Insurance, Retirement, Estate Planning, Investment Advisory, Portfolio Management, Financial Services, Disability Insurance, Training, Pensions, Banking, Financial Advisory, Small Business, Life Insurance, Asset Management, Financial Risk, Management Consulting, Finance
Education
Dalhousie University 1963 — 1966
B.Com., Finance, Accounting
Investors Group Financial Services Inc. July 2004 - Present
Arab National Bank September 1995 - June 2000
Skills
Retirement Planning, Financial Planners, Wealth, Critical Illness, Risk Management, Leadership, Financial Analysis, Investments, Wealth Management, Strategic Financial..., Mutual Funds, Insurance, Retirement, Estate Planning, Investment Advisory, Portfolio Management, Financial Services, Disability Insurance, Training, Pensions, Banking, Financial Advisory, Small Business, Life Insurance, Asset Management, Financial Risk, Management Consulting, Finance
Education
Dalhousie University 1963 — 1966
B.Com., Finance, Accounting
David N. Savoie MBA, CPA, CMA, PFP David N. Savoie MBA, CPA, CMA, PFP's Investors Group Financial Services Inc. Experience August 2004 - January 2010
Job Manager Credit Structures at RBC Wealth Management – Private Banking
Industry Financial Services
Experience
RBC Wealth Management – Private Banking August 2013 - Present
RBC Financial Planning January 2010 - July 2013
Investors Group Financial Services Inc. August 2004 - January 2010
Bank of Montreal August 2003 - August 2004
Bank of Montreal Private Client Group February 2000 - August 2003
BMO Harris Private Banking February 1996 - February 2000
Skills
Investments, Mortgage Lending, Retirement Planning, Financial Planning, Optimize Cash Flow, Borrowing and Debt..., Tax Planning, Transitioning Into..., Estate Planning, Investment Planning, Risk Management, Retirement Income..., Strategic Financial..., Insurance, Financial Planners, Finance, Financial Services, Wealth, Credit, Financial Risk
Education
CMA Nova Scotia 2012 — 2015
Certified Management Accountant, Management Accounting
Dalhousie University 2009 — 2012
MBA, Financial Services Wealth Management Stream
Institute of Canadian Bankers 1997 — 1999
PFP, Personal Financial Planning
Dalhousie University 1988 — 1993
BSc, Mathematics
RBC Wealth Management – Private Banking August 2013 - Present
RBC Financial Planning January 2010 - July 2013
Investors Group Financial Services Inc. August 2004 - January 2010
Bank of Montreal August 2003 - August 2004
Bank of Montreal Private Client Group February 2000 - August 2003
BMO Harris Private Banking February 1996 - February 2000
Skills
Investments, Mortgage Lending, Retirement Planning, Financial Planning, Optimize Cash Flow, Borrowing and Debt..., Tax Planning, Transitioning Into..., Estate Planning, Investment Planning, Risk Management, Retirement Income..., Strategic Financial..., Insurance, Financial Planners, Finance, Financial Services, Wealth, Credit, Financial Risk
Education
CMA Nova Scotia 2012 — 2015
Certified Management Accountant, Management Accounting
Dalhousie University 2009 — 2012
MBA, Financial Services Wealth Management Stream
Institute of Canadian Bankers 1997 — 1999
PFP, Personal Financial Planning
Dalhousie University 1988 — 1993
BSc, Mathematics
Kevin Parton, Financial Consultant Kevin Parton, Financial Consultant's Investors Group Financial Services Inc. Experience July 2010 - Present
Job Certified Financial Planner Professional and Registered Retirement Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. July 2010 - Present
Manulife Financial September 2009 - August 2010
The Boathouse Restaurant February 2009 - August 2010
Cactus Club January 2008 - January 2009
Earls Restaurants June 2004 - December 2007
Skills
Retirement Planning, Customer Service, Finance, Risk Management, Investments, Small Business, Entrepreneurship, Estate Planning, Portfolio Management, Financial Planners, Project Planning, Cash Management, Personal Finance, Tax, Insurance, Banking, Financial Analysis, Business Planning, Wealth Management, Mortgage Lending, Mutual Funds, Strategic Financial..., Financial Planning
Education
Canadian Institute of Financial Planning 2015 — 2015
RRC - Registered Retirement Consultant
Canadian Institute for Financial Planning 2012 — 2014
CFP - Certified Financial Planner, Financial Planning and Services
Langara College 2008 — 2009
Digital Music Production
Kwantlen University College 2006 — 2007
Business Administration
Investors Group Financial Services Inc. July 2010 - Present
Manulife Financial September 2009 - August 2010
The Boathouse Restaurant February 2009 - August 2010
Cactus Club January 2008 - January 2009
Earls Restaurants June 2004 - December 2007
Skills
Retirement Planning, Customer Service, Finance, Risk Management, Investments, Small Business, Entrepreneurship, Estate Planning, Portfolio Management, Financial Planners, Project Planning, Cash Management, Personal Finance, Tax, Insurance, Banking, Financial Analysis, Business Planning, Wealth Management, Mortgage Lending, Mutual Funds, Strategic Financial..., Financial Planning
Education
Canadian Institute of Financial Planning 2015 — 2015
RRC - Registered Retirement Consultant
Canadian Institute for Financial Planning 2012 — 2014
CFP - Certified Financial Planner, Financial Planning and Services
Langara College 2008 — 2009
Digital Music Production
Kwantlen University College 2006 — 2007
Business Administration
Abiola Lawal Abiola Lawal's Investors Group Financial Services Inc. Experience 2009 - 2010
Job Momtrepreneur
Industry Telecommunications
Experience
Momtrepreneur February 2013 - Present
BusyBees 2010 - Present
Investors Group Financial Services Inc. 2009 - 2010
Skills
Wellness Coaching, Customer Service, Wealth, Entrepreneurship, Strategic Planning, Accounting, Network Marketing, Marketing, Finance, Leadership Development, Time Management, Microsoft Excel, Social Networking, Budgets
Education
Howard University 1986 — 1991
Accounting
Howard University
Accounting
SHADD
DEP; A.E.C
Momtrepreneur February 2013 - Present
BusyBees 2010 - Present
Investors Group Financial Services Inc. 2009 - 2010
Skills
Wellness Coaching, Customer Service, Wealth, Entrepreneurship, Strategic Planning, Accounting, Network Marketing, Marketing, Finance, Leadership Development, Time Management, Microsoft Excel, Social Networking, Budgets
Education
Howard University 1986 — 1991
Accounting
Howard University
Accounting
SHADD
DEP; A.E.C
Khalid Janjua, CPA, CMA Khalid Janjua, CPA, CMA's Investors Group Financial Services Inc. Experience 2004 - 2008
Job Former senior executive in operations and financial management
Industry Consumer Goods
Experience
Beco Industries LP February 2009 - March 2011
Investors Group Financial Services Inc. 2004 - 2008
C.S. Brooks Canada Inc. September 1998 - May 2001
C.S. Brooks Canada Inc. 1993 - 1997
Dominion Textile Inc. 1980 - 1989
Skills
Financial Reporting, Operations Management, Strategic Financial..., Strategic Partnerships, Strategy, Controllership Functions, Infrastructure..., Compliance, Team Building..., Cash Flow Management, Human Resources, Retirement Planning, Team Building, Entrepreneurship, Finance, Cash Flow, Financial Planning, Financial Analysis, Management
Education
McGill University 1974 — 1978
C.M.A., Management Accounting
University of the Punjab, Lahore 1965 — 1966
M.Sc., Physics
University of the Punjab, Lahore 1963 — 1965
B.Sc. Honours, Physics
Beco Industries LP February 2009 - March 2011
Investors Group Financial Services Inc. 2004 - 2008
C.S. Brooks Canada Inc. September 1998 - May 2001
C.S. Brooks Canada Inc. 1993 - 1997
Dominion Textile Inc. 1980 - 1989
Skills
Financial Reporting, Operations Management, Strategic Financial..., Strategic Partnerships, Strategy, Controllership Functions, Infrastructure..., Compliance, Team Building..., Cash Flow Management, Human Resources, Retirement Planning, Team Building, Entrepreneurship, Finance, Cash Flow, Financial Planning, Financial Analysis, Management
Education
McGill University 1974 — 1978
C.M.A., Management Accounting
University of the Punjab, Lahore 1965 — 1966
M.Sc., Physics
University of the Punjab, Lahore 1963 — 1965
B.Sc. Honours, Physics
Stephen Neville Stephen Neville's Investors Group Financial Services Inc. Experience March 1999 - June 2012
Job Financial Planner, Financial Securities Advisor at Zagari, Simpson & Associates Inc.
Industry Financial Services
Experience
Zagari, Simpson & Associates Inc. September 2013 - Present
Peak Investment Sevices Inc., & North East Insurance June 2012 - September 2013
Investors Group Financial Services Inc. March 1999 - June 2012
Yamaichi International (Canada) 1987 - 1997
Skills
Retirement Planning, Investments, Mutual Funds, Critical Illness, Segregated Funds, Retirement Savings, Portfolio Management, Strategic Financial..., Wealth Management, Securities, Financial Planners, Investment Strategies, Wealth, Retirement, Investment Advisory, Pensions, Insurance, Estate Planning, Financial Advisory, Asset Allocation, Finance, Mortgage Lending, Life Insurance, Disability Insurance, Wealth Accumulation, Financial Planning
Education
McGill University
Bachelor of Commerce (B.Com.), Behavioral Sciences & Marketing
Zagari, Simpson & Associates Inc. September 2013 - Present
Peak Investment Sevices Inc., & North East Insurance June 2012 - September 2013
Investors Group Financial Services Inc. March 1999 - June 2012
Yamaichi International (Canada) 1987 - 1997
Skills
Retirement Planning, Investments, Mutual Funds, Critical Illness, Segregated Funds, Retirement Savings, Portfolio Management, Strategic Financial..., Wealth Management, Securities, Financial Planners, Investment Strategies, Wealth, Retirement, Investment Advisory, Pensions, Insurance, Estate Planning, Financial Advisory, Asset Allocation, Finance, Mortgage Lending, Life Insurance, Disability Insurance, Wealth Accumulation, Financial Planning
Education
McGill University
Bachelor of Commerce (B.Com.), Behavioral Sciences & Marketing
Brook Vivian's Investors Group Financial Services Inc. Experience December 2008 - November 2014
Job Financial Security Advisor, Mutual Frunds Representative at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Black Watch Royal Highland Regiment of Canada 2006 - Present
Investors Group Financial Services Inc. December 2008 - November 2014
Skills
Analysis, Banking, Budgets, Business Strategy, Credit, Critical Illness, Critical Thinking, Customer Service, Accounting, Emergency Management, Estate Planning, Event Planning, Financial Accounting, Financial Advisory, Financial Analysis, Financial Planners, Investment Advisory, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, Personal Financial..., Program Management, Project Planning, Public Speaking, Retirement, Retirement Planning, Risk Assessment, Risk Management, Sales, Securities, Strategic Financial..., Team Building, Team Leadership, Teamwork, Wealth Accumulation, Wealth Management, Business Analysis
Education
McGill University 2004 — 2008
Civil Eng, Finance/Accounting
Black Watch Royal Highland Regiment of Canada 2006 - Present
Investors Group Financial Services Inc. December 2008 - November 2014
Skills
Analysis, Banking, Budgets, Business Strategy, Credit, Critical Illness, Critical Thinking, Customer Service, Accounting, Emergency Management, Estate Planning, Event Planning, Financial Accounting, Financial Advisory, Financial Analysis, Financial Planners, Investment Advisory, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, Personal Financial..., Program Management, Project Planning, Public Speaking, Retirement, Retirement Planning, Risk Assessment, Risk Management, Sales, Securities, Strategic Financial..., Team Building, Team Leadership, Teamwork, Wealth Accumulation, Wealth Management, Business Analysis
Education
McGill University 2004 — 2008
Civil Eng, Finance/Accounting
Garry McMannis Garry McMannis's Investors Group Financial Services Inc. Experience October 2012 - Present
Job I facilitate an Industry Leading Training program to ensure Consultants the best opportunity for success.
Industry Financial Services
Experience
Investors Group Financial Services Inc. October 2012 - Present
Investors Group May 2009 - September 2012
Self Employed January 2006 - April 2009
Self Employed April 1989 - December 2005
Skills
Personal Financial..., Estate Planning, Retirement Planning, Investment Strategies, Strategic Financial..., Income Protection, Wealth Accumulation..., Wealth Management, Financial Services, Insurance, Mutual Funds, Critical Illness, Financial Planners, Wealth, Investments, Financial Planning, Financial Advisory, Retirement, Finance, Investment Advisory, Portfolio Management
Education
Fanshawe College
Investors Group Financial Services Inc. October 2012 - Present
Investors Group May 2009 - September 2012
Self Employed January 2006 - April 2009
Self Employed April 1989 - December 2005
Skills
Personal Financial..., Estate Planning, Retirement Planning, Investment Strategies, Strategic Financial..., Income Protection, Wealth Accumulation..., Wealth Management, Financial Services, Insurance, Mutual Funds, Critical Illness, Financial Planners, Wealth, Investments, Financial Planning, Financial Advisory, Retirement, Finance, Investment Advisory, Portfolio Management
Education
Fanshawe College
Shan Janmohamed, BA, CFP, RRC Shan Janmohamed, BA, CFP, RRC's Investors Group Financial Services Inc. Experience 2009 - Present
Job Financial Consultant at Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc. 2009 - Present
Hampton Securities 2003 - 2009
National Bank Financial 1999 - 2003
RBC Capital Markets 1997 - 1999
TSX Group 1995 - 1997
Skills
Strategic Financial..., Tax Planning, Retirement Planning, Estate Planning, Insurance Planning, Investments, Equities, Cash Flow and Debt..., Education Savings, Mutual Funds, Capital Markets, Wealth Management, Equity Trading, Securities, Financial Services, Options, Investment Strategies, Finance, Financial Planners, Financial Advisory, Financial Markets, Investment Management, Trading Systems, Asset Management, Derivatives, Financial Risk, Technical Analysis, Market Data, Portfolio Management, Financial Planning
Education
McGill University 1990 — 1994
Bachelor of Arts (B.A.), English Literature
Burnaby South 1987 — 1990
International Baccalaureate Program
Investors Group Financial Services Inc. 2009 - Present
Hampton Securities 2003 - 2009
National Bank Financial 1999 - 2003
RBC Capital Markets 1997 - 1999
TSX Group 1995 - 1997
Skills
Strategic Financial..., Tax Planning, Retirement Planning, Estate Planning, Insurance Planning, Investments, Equities, Cash Flow and Debt..., Education Savings, Mutual Funds, Capital Markets, Wealth Management, Equity Trading, Securities, Financial Services, Options, Investment Strategies, Finance, Financial Planners, Financial Advisory, Financial Markets, Investment Management, Trading Systems, Asset Management, Derivatives, Financial Risk, Technical Analysis, Market Data, Portfolio Management, Financial Planning
Education
McGill University 1990 — 1994
Bachelor of Arts (B.A.), English Literature
Burnaby South 1987 — 1990
International Baccalaureate Program
Bradley O'Neil Bradley O'Neil's Investors Group Financial Services Inc. Experience November 2010 - February 2012
Job Experienced in Sales and Customer Services
Industry Financial Services
Experience
Enterprise Rent-A-Car February 2012 - June 2012
Investors Group Financial Services Inc. November 2010 - February 2012
Skills
Investments, Strategic Financial..., Retirement Planning, Wealth Management, Risk Management, Pensions, Mutual Funds, Business Analysis, Retirement, Portfolio Management, Financial Analysis, Financial Services, Financial Modeling, Insurance, Asset Managment
Education
George Brown College 2009 — 2010
Post-Graduate, Financial Planning and Services
The University of Western Ontario 2004 — 2009
Bachelor of Arts (B.A.), Criminology / Sociology
Enterprise Rent-A-Car February 2012 - June 2012
Investors Group Financial Services Inc. November 2010 - February 2012
Skills
Investments, Strategic Financial..., Retirement Planning, Wealth Management, Risk Management, Pensions, Mutual Funds, Business Analysis, Retirement, Portfolio Management, Financial Analysis, Financial Services, Financial Modeling, Insurance, Asset Managment
Education
George Brown College 2009 — 2010
Post-Graduate, Financial Planning and Services
The University of Western Ontario 2004 — 2009
Bachelor of Arts (B.A.), Criminology / Sociology
Lorenzo Pederzani, CFA's Investors Group Financial Services Inc. Experience July 2004 - November 2010
Job Senior Investment & Insurance Advisor
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance November 2010 - Present
HollisWealth, Scotiabank Global Wealth & Insurance November 2010 - Present
Morgan International September 2012 - Present
Investors Group Financial Services Inc. July 2004 - November 2010
McGill Alumni Association of Vancouver December 2004 - December 2007
Summer Sundays Society February 2001 - January 2005
TAP Solutions January 2001 - November 2001
Students’ Society of McGill University May 1998 - April 1999
Skills
Estate Planning, Retirement Planning, Investments, Insurance, Strategic Financial..., Wealth Management, Mutual Funds, Retirement, Financial Advisory, Investment Strategies, Life Insurance, Management, Portfolio Management, Investment Management, Employee Benefits, Team Leadership, Securities, Financial Planners, Finance, Critical Illness, Wealth, Asset Allocation, Wealth Management..., Fixed Annuities, Disability Insurance, Investment Advisory, Wealth Accumulation, Bonds, Certified Financial..., Asset Management, High Net Worth..., Segregated Funds, Pensions, Retirement Savings, Financial Services, Alternative Investments, Term Life Insurance, Personal Finance, Strategy, Equities, ETFs, Risk Management, Long-term Care, Financial Planning
Education
ITI 2000 — 2000
AIT, Diploma in Applied Information Technology
McGill University 1994 — 1999
Bachelor of Arts (BA), Political Philosophy & Economics, Honours
St. George's School 1988 — 1994
Secondary School
The Scots College 1983 — 1988
Elementary School
HollisWealth, Scotiabank Global Wealth & Insurance November 2010 - Present
HollisWealth, Scotiabank Global Wealth & Insurance November 2010 - Present
Morgan International September 2012 - Present
Investors Group Financial Services Inc. July 2004 - November 2010
McGill Alumni Association of Vancouver December 2004 - December 2007
Summer Sundays Society February 2001 - January 2005
TAP Solutions January 2001 - November 2001
Students’ Society of McGill University May 1998 - April 1999
Skills
Estate Planning, Retirement Planning, Investments, Insurance, Strategic Financial..., Wealth Management, Mutual Funds, Retirement, Financial Advisory, Investment Strategies, Life Insurance, Management, Portfolio Management, Investment Management, Employee Benefits, Team Leadership, Securities, Financial Planners, Finance, Critical Illness, Wealth, Asset Allocation, Wealth Management..., Fixed Annuities, Disability Insurance, Investment Advisory, Wealth Accumulation, Bonds, Certified Financial..., Asset Management, High Net Worth..., Segregated Funds, Pensions, Retirement Savings, Financial Services, Alternative Investments, Term Life Insurance, Personal Finance, Strategy, Equities, ETFs, Risk Management, Long-term Care, Financial Planning
Education
ITI 2000 — 2000
AIT, Diploma in Applied Information Technology
McGill University 1994 — 1999
Bachelor of Arts (BA), Political Philosophy & Economics, Honours
St. George's School 1988 — 1994
Secondary School
The Scots College 1983 — 1988
Elementary School
Muzi Ndlangamandla Muzi Ndlangamandla's Investors Group Financial Services Inc. Experience April 2007 - August 2011
Job Financial Services Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2012 - Present
RBC Insurance September 2011 - December 2011
Investors Group Financial Services Inc. April 2007 - August 2011
Canadian Red Cross 2008 - 2009
African Alliance 2002 - 2003
Skills
Product Marketing, Quantative Analysis, Investment Advisory, Retirement Plan..., Wealth Preservation..., Holistic Financial..., Disability Insurance, Term Life Insurance, Critical Illness, Segregated Funds, LLQP, Canadian Securities..., RESP, Permanent Life Insurance, business development, Negotiation, Interpersonal..., Business Networking, Manage Client..., Marketing Research, Long Term Care Insurance, Group Benefit Plans, Succession Planning, TFSA, Conduct and Practices..., Investment Management..., Risk Management, Retirement Planning, Leadership, Insurance, Financial Services, Employee Benefits, Customer Retention, Customer Engagement, Business Development, Management, Portfolio Management, Investments
Education
Canadian Securities Institute 2007 — 2007
CSC, CPH
Lakehead University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Waterford Kamhlaba UWCSA 1999 — 2002
IB Diploma
Sun Life Financial August 2012 - Present
RBC Insurance September 2011 - December 2011
Investors Group Financial Services Inc. April 2007 - August 2011
Canadian Red Cross 2008 - 2009
African Alliance 2002 - 2003
Skills
Product Marketing, Quantative Analysis, Investment Advisory, Retirement Plan..., Wealth Preservation..., Holistic Financial..., Disability Insurance, Term Life Insurance, Critical Illness, Segregated Funds, LLQP, Canadian Securities..., RESP, Permanent Life Insurance, business development, Negotiation, Interpersonal..., Business Networking, Manage Client..., Marketing Research, Long Term Care Insurance, Group Benefit Plans, Succession Planning, TFSA, Conduct and Practices..., Investment Management..., Risk Management, Retirement Planning, Leadership, Insurance, Financial Services, Employee Benefits, Customer Retention, Customer Engagement, Business Development, Management, Portfolio Management, Investments
Education
Canadian Securities Institute 2007 — 2007
CSC, CPH
Lakehead University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Waterford Kamhlaba UWCSA 1999 — 2002
IB Diploma
Greg Kaskiw Greg Kaskiw's Investors Group Financial Services Inc. Experience June 2009 - May 2014
Job Project Manager IT Disaster Recovery (Contract) at Seaspan ULC
Industry Information Technology and Services
Experience
Seaspan ULC May 2014 - Present
8614237 Canada Inc August 2013 - Present
Investors Group Financial Services Inc. June 2009 - May 2014
HP Enterprise Services April 2006 - May 2009
City of Kenora April 2001 - April 2006
Winnipeg Regional Health Authority March 2000 - April 2001
City of Kenora May 1996 - March 2000
City of Thunder Bay July 1994 - May 1996
Skills
PMP, Project Management, IT Management, Strategic Planning, Risk Management, Project Planning, Team Management, IT Infrastructure..., Government, Healthcare, Finance, Team Leadership, Team Building, IT Strategy, Change Management, Communication Skills, Client Liaison, Manage client..., Manage Client..., Mentoring Of Staff, Collaborative Problem..., Budget Monitoring, Budget Forecasts, Executive Reporting, Cost Management, Time Management, Staff Supervision, Teamwork, Issue Management, Staff Management, Building Relationships, Management, IT Solutions, Distributed Team..., Information Security..., Resource Allocation, Account Management, Contract Negotiation, Presentations, Presentation Development, MS Project, Primavera, Microsoft Office, Visio, ITIL, Vendor Management, Resource Management, Project Delivery, Business Process...
Education
Lakehead University 1989 — 1994
H.B. Commerce, Management Information Systems
Seaspan ULC May 2014 - Present
8614237 Canada Inc August 2013 - Present
Investors Group Financial Services Inc. June 2009 - May 2014
HP Enterprise Services April 2006 - May 2009
City of Kenora April 2001 - April 2006
Winnipeg Regional Health Authority March 2000 - April 2001
City of Kenora May 1996 - March 2000
City of Thunder Bay July 1994 - May 1996
Skills
PMP, Project Management, IT Management, Strategic Planning, Risk Management, Project Planning, Team Management, IT Infrastructure..., Government, Healthcare, Finance, Team Leadership, Team Building, IT Strategy, Change Management, Communication Skills, Client Liaison, Manage client..., Manage Client..., Mentoring Of Staff, Collaborative Problem..., Budget Monitoring, Budget Forecasts, Executive Reporting, Cost Management, Time Management, Staff Supervision, Teamwork, Issue Management, Staff Management, Building Relationships, Management, IT Solutions, Distributed Team..., Information Security..., Resource Allocation, Account Management, Contract Negotiation, Presentations, Presentation Development, MS Project, Primavera, Microsoft Office, Visio, ITIL, Vendor Management, Resource Management, Project Delivery, Business Process...
Education
Lakehead University 1989 — 1994
H.B. Commerce, Management Information Systems
Ben Tusim's Investors Group Financial Services Inc. Experience March 2009 - Present
Job Division Director at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. March 2009 - Present
2some Dance 2007 - Present
Prudential ELFA Management Group May 2004 - February 2009
Fish & Bird Emporium January 1997 - May 2004
Skills
Retirement Planning, Investments, Mutual Funds, Retirement, Life Insurance, Financial Planners, Financial Services, Wealth Management, Critical Illness, Investment Strategies, Insurance, Finance, Estate Planning, Wealth, Long-term Care, Health Insurance, Strategic Financial..., Fixed Annuities, Portfolio Management, Small Business, Financial Risk, Financial Planning, Holistic Financial..., Investment Advisory, Pensions, Asset Allocation, Financial Advisory, Savings, Disability Insurance, Term Life Insurance, Retirement Savings, Investment Management, Residential Mortgages, Asset Management, Wealth Accumulation, Personal Finance, Personal Financial..., Wealth Management..., Segregated Funds, Customer Retention, Customer Relations, Customer Satisfaction
Education
Humber College 2004 — 2007
RCM, Condominium Management
The Toronto School of Business College 1996 — 1997
Business and Computer Application Course
Hill Park Secondary School
Investors Group Financial Services Inc. March 2009 - Present
2some Dance 2007 - Present
Prudential ELFA Management Group May 2004 - February 2009
Fish & Bird Emporium January 1997 - May 2004
Skills
Retirement Planning, Investments, Mutual Funds, Retirement, Life Insurance, Financial Planners, Financial Services, Wealth Management, Critical Illness, Investment Strategies, Insurance, Finance, Estate Planning, Wealth, Long-term Care, Health Insurance, Strategic Financial..., Fixed Annuities, Portfolio Management, Small Business, Financial Risk, Financial Planning, Holistic Financial..., Investment Advisory, Pensions, Asset Allocation, Financial Advisory, Savings, Disability Insurance, Term Life Insurance, Retirement Savings, Investment Management, Residential Mortgages, Asset Management, Wealth Accumulation, Personal Finance, Personal Financial..., Wealth Management..., Segregated Funds, Customer Retention, Customer Relations, Customer Satisfaction
Education
Humber College 2004 — 2007
RCM, Condominium Management
The Toronto School of Business College 1996 — 1997
Business and Computer Application Course
Hill Park Secondary School
Giancarlo Rizzi Giancarlo Rizzi's Investors Group Financial Services Inc. Experience August 2009 - March 2012
Job President at Walter Rizzi Foundation
Industry Financial Services
Experience
Walter Rizzi Foundation January 2014 - Present
Université de Montréal August 2013 - Present
Canadian Forces March 2004 - Present
GRAITEC April 2015 - August 2015
GRAITEC August 2014 - January 2015
Investors Group Financial Services Inc. August 2009 - March 2012
Skills
Team Building, Strategic Planning, Training, Entrepreneurship, Business Planning, Team Leadership, Public Speaking, Customer Service, Leadership, Project Management, Management, Operations Management, Microsoft Office
Education
Université de Montréal 2014 — 2016
Bachelor of Science (B.Sc.), Computer Science
McGill University 2006 — 2009
B.Comm, Management
Walter Rizzi Foundation January 2014 - Present
Université de Montréal August 2013 - Present
Canadian Forces March 2004 - Present
GRAITEC April 2015 - August 2015
GRAITEC August 2014 - January 2015
Investors Group Financial Services Inc. August 2009 - March 2012
Skills
Team Building, Strategic Planning, Training, Entrepreneurship, Business Planning, Team Leadership, Public Speaking, Customer Service, Leadership, Project Management, Management, Operations Management, Microsoft Office
Education
Université de Montréal 2014 — 2016
Bachelor of Science (B.Sc.), Computer Science
McGill University 2006 — 2009
B.Comm, Management
Trevor Maynard, CLU, CFP Trevor Maynard, CLU, CFP's Investors Group Financial Services Inc. Experience August 2010 - Present
Job Associate Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. August 2010 - Present
HRPA Toronto 2013 - 2013
Skills
Retirement Planning, Investments, Critical Illness, Disability Insurance, Long Term Care, Retirement, Financial Planning, Estate Planning, Strategic Financial..., Long-term Care, Financial Planners, Mutual Funds, Employee Benefits, Financial Services, Time Management, Microsoft Office, Leadership, Finance
Education
Ryerson University 2006 — 2010
BComm, Finance
George Brown College 2006 — 2006
Certificate, Financial Planning
York University 2001 — 2005
BA, Economics/Political Science
Investors Group Financial Services Inc. August 2010 - Present
HRPA Toronto 2013 - 2013
Skills
Retirement Planning, Investments, Critical Illness, Disability Insurance, Long Term Care, Retirement, Financial Planning, Estate Planning, Strategic Financial..., Long-term Care, Financial Planners, Mutual Funds, Employee Benefits, Financial Services, Time Management, Microsoft Office, Leadership, Finance
Education
Ryerson University 2006 — 2010
BComm, Finance
George Brown College 2006 — 2006
Certificate, Financial Planning
York University 2001 — 2005
BA, Economics/Political Science
Daphira Khongwir's Investors Group Financial Services Inc. Experience June 2011 - May 2012
Job ADMIN
Industry Financial Services
Experience
Investors Group Financial Services Inc. June 2011 - May 2012
ANZ Support Services India Private Limited,India May 2009 - December 2010
GOLDMAN SACHS PVT. LTD. Bangalore, India March 2007 - February 2009
OCWEN FINANCIAL SOLUTIONS PVT. LTD. Bangalore, India June 2005 - February 2007
Skills
Multicultural, Multilingual, Team-oriented, Presentations, Customer Service, Pivot Tables, Team Leadership, Technology, Strategy, Management, Basel II, Multi Tasking, Operations Management, Compliance, Offshoring, Office Administration, Microsoft Office
Education
Humber College 2011 — 2012
Management PG Diploma, Global Busness Management, Honors
Investors Group Financial Services Inc. June 2011 - May 2012
ANZ Support Services India Private Limited,India May 2009 - December 2010
GOLDMAN SACHS PVT. LTD. Bangalore, India March 2007 - February 2009
OCWEN FINANCIAL SOLUTIONS PVT. LTD. Bangalore, India June 2005 - February 2007
Skills
Multicultural, Multilingual, Team-oriented, Presentations, Customer Service, Pivot Tables, Team Leadership, Technology, Strategy, Management, Basel II, Multi Tasking, Operations Management, Compliance, Offshoring, Office Administration, Microsoft Office
Education
Humber College 2011 — 2012
Management PG Diploma, Global Busness Management, Honors
Bob Engelberg Bob Engelberg's Investors Group Financial Services Inc. Experience February 2005 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
Investors Group Financial Services Inc. February 2005 - Present
Datatec Systems September 1995 - December 2004
Signatel Ltd October 1989 - September 1995
Skills
Business Strategy, Strategic Planning, Business Development, Project Management, Sales Management, New Business Development, Negotiation, Account Management, Contract Negotiation, Retirement Planning, Investments, Strategic Financial..., Wealth Management, Telecommunications, Mutual Funds, Mortgage Lending
Education
McGill University
Bachelor of Engineering (B.Eng.)
University of Toronto - Rotman School of Management
Master of Business Administration (MBA)
Investors Group Financial Services Inc. February 2005 - Present
Datatec Systems September 1995 - December 2004
Signatel Ltd October 1989 - September 1995
Skills
Business Strategy, Strategic Planning, Business Development, Project Management, Sales Management, New Business Development, Negotiation, Account Management, Contract Negotiation, Retirement Planning, Investments, Strategic Financial..., Wealth Management, Telecommunications, Mutual Funds, Mortgage Lending
Education
McGill University
Bachelor of Engineering (B.Eng.)
University of Toronto - Rotman School of Management
Master of Business Administration (MBA)
SeungSoo Paul Lee SeungSoo Paul Lee's Investors Group Financial Services Inc. Experience August 2007 - August 2008
Job Broker at PPI Solutions BC Inc.
Industry Financial Services
Experience
PPI Solutions BC Inc. May 2012 - Present
YVR Green Coats, Vancouver Airport Authority May 2012 - Present
Heritage Education Funds Inc. August 2009 - Present
SMG Advisors Inc. March 2009 - April 2012
Investors Group Financial Services Inc. August 2007 - August 2008
Kookmin Bank December 1979 - October 2001
Republic of Korea Air Force November 1982 - September 1985
Skills
Investments, Financial Planners, Estate Planning, Retirement, Disability Insurance, Long-term Care, Financial Advisory, Critical Illness, Financial Services, Banking, Health Insurance, Loans, Retail Banking, Cash Management, Management, Personal Financial..., Mutual Funds, Retirement Planning, Strategic Financial..., Wealth Management
Education
CSI 2007 — 2009
Certificate of Completion, PFPC, CSC, IFIC
Douglas College 2004 — 2007
Certificate, Accounting
The Canadian Institute of Marketing 2000 — 2004
Diploma, Marketing
Busan Commercial High School 1977 — 1979
PPI Solutions BC Inc. May 2012 - Present
YVR Green Coats, Vancouver Airport Authority May 2012 - Present
Heritage Education Funds Inc. August 2009 - Present
SMG Advisors Inc. March 2009 - April 2012
Investors Group Financial Services Inc. August 2007 - August 2008
Kookmin Bank December 1979 - October 2001
Republic of Korea Air Force November 1982 - September 1985
Skills
Investments, Financial Planners, Estate Planning, Retirement, Disability Insurance, Long-term Care, Financial Advisory, Critical Illness, Financial Services, Banking, Health Insurance, Loans, Retail Banking, Cash Management, Management, Personal Financial..., Mutual Funds, Retirement Planning, Strategic Financial..., Wealth Management
Education
CSI 2007 — 2009
Certificate of Completion, PFPC, CSC, IFIC
Douglas College 2004 — 2007
Certificate, Accounting
The Canadian Institute of Marketing 2000 — 2004
Diploma, Marketing
Busan Commercial High School 1977 — 1979
Andrew Cudmore Andrew Cudmore's Investors Group Financial Services Inc. Experience September 2009 - Present
Job Financial Security Advisor at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. September 2009 - Present
Citizens Advocacy 2009 - 2014
Nortel January 2000 - August 2009
Nortel June 1991 - December 1999
Skills
VoIP, Telecommunications, Strategic Financial..., Business Strategy, Business Analysis, Strategic Planning, Program Management, Team Leadership, Leadership, Cross-functional Team..., Risk Management, Business Planning, Business Process...
Education
McMaster University 1986 — 1991
B.Eng.Mgt, Mechanical Engineering
Investors Group Financial Services Inc. September 2009 - Present
Citizens Advocacy 2009 - 2014
Nortel January 2000 - August 2009
Nortel June 1991 - December 1999
Skills
VoIP, Telecommunications, Strategic Financial..., Business Strategy, Business Analysis, Strategic Planning, Program Management, Team Leadership, Leadership, Cross-functional Team..., Risk Management, Business Planning, Business Process...
Education
McMaster University 1986 — 1991
B.Eng.Mgt, Mechanical Engineering
Helen Bang Helen Bang's Investors Group Financial Services Inc. Experience February 2011 - April 2012
Job Experienced medical sales professional looking for new opportunities in the Detroit area
Industry Biotechnology
Experience
Investors Group Financial Services Inc. February 2011 - April 2012
Guelph Medical Place Pharmacy July 2010 - March 2011
Amgen Canada August 2009 - July 2010
Merck Frosst June 2003 - November 2008
McGill University September 2000 - May 2002
Skills
Team Building, Healthcare, Business Strategy, Sales Operations, Leadership, Competitive Analysis, CRM, Budgets, Sales, Strategic Planning, Pharmaceutical Sales, Customer Service, Product Launch, Pharmaceutical Industry, Cross-functional Team...
Education
McGill University 2000 — 2002
MSc, Biology
McGill University 1994 — 1997
BSc, Biology
TA Blakelock
Investors Group Financial Services Inc. February 2011 - April 2012
Guelph Medical Place Pharmacy July 2010 - March 2011
Amgen Canada August 2009 - July 2010
Merck Frosst June 2003 - November 2008
McGill University September 2000 - May 2002
Skills
Team Building, Healthcare, Business Strategy, Sales Operations, Leadership, Competitive Analysis, CRM, Budgets, Sales, Strategic Planning, Pharmaceutical Sales, Customer Service, Product Launch, Pharmaceutical Industry, Cross-functional Team...
Education
McGill University 2000 — 2002
MSc, Biology
McGill University 1994 — 1997
BSc, Biology
TA Blakelock
Brian Rose's Investors Group Financial Services Inc. Experience January 2015 - Present
Job Consultant
Industry Financial Services
Experience
Investors Group Financial Services Inc. January 2015 - Present
Clever Schemes January 2013 - May 2015
The Chronicle Herald June 2014 - January 2015
The Chronicle Herald June 2014 - January 2015
Next Step Nova Scotia April 2013 - October 2014
Halifax Chamber of Commerce April 2004 - November 2012
Premiere Event Group 2001 - 2004
Bristol Group 1996 - 2001
Skipper Seafoods 1986 - 1991
Eaton Financial Services March 1984 - June 1987
Skills
Strategic Planning, Start-ups, Public Relations, Marketing Communications, Small Business, Marketing, New Business Development, Social Media, Business Planning, Marketing Strategy, Social Media Marketing, Non-profits, Leadership Development, Entrepreneurship, Business Strategy, Advertising, Online Marketing, Media Relations, Nonprofits, Coaching, Leadership, Project Planning, Fundraising, Sales, Social Networking, Team Building, Strategy, Strategic Communications, Event Management, Online Advertising, Event Planning, Newsletters, Account Management, Customer Service, Brand Development, Business Development, Strategic Partnerships, Financial Planning
Education
Saint Mary's University 1994 — 1996
MBA, Marketing
Dalhousie University 1978 — 1982
B.Comm, Economics & Finance
Investors Group Financial Services Inc. January 2015 - Present
Clever Schemes January 2013 - May 2015
The Chronicle Herald June 2014 - January 2015
The Chronicle Herald June 2014 - January 2015
Next Step Nova Scotia April 2013 - October 2014
Halifax Chamber of Commerce April 2004 - November 2012
Premiere Event Group 2001 - 2004
Bristol Group 1996 - 2001
Skipper Seafoods 1986 - 1991
Eaton Financial Services March 1984 - June 1987
Skills
Strategic Planning, Start-ups, Public Relations, Marketing Communications, Small Business, Marketing, New Business Development, Social Media, Business Planning, Marketing Strategy, Social Media Marketing, Non-profits, Leadership Development, Entrepreneurship, Business Strategy, Advertising, Online Marketing, Media Relations, Nonprofits, Coaching, Leadership, Project Planning, Fundraising, Sales, Social Networking, Team Building, Strategy, Strategic Communications, Event Management, Online Advertising, Event Planning, Newsletters, Account Management, Customer Service, Brand Development, Business Development, Strategic Partnerships, Financial Planning
Education
Saint Mary's University 1994 — 1996
MBA, Marketing
Dalhousie University 1978 — 1982
B.Comm, Economics & Finance
Keith Hoffman Keith Hoffman's Investors Group Financial Services Inc. Experience September 2012 - December 2012
Job Student at Queen's School of Business
Industry Capital Markets
Experience
Queen's Capital September 2014 - March 2015
Richardson GMP June 2014 - September 2014
Mark's Work Wearhouse August 2012 - August 2013
Investors Group Financial Services Inc. September 2012 - December 2012
Mississaugua Golf and Country Club August 2008 - September 2011
Education
Queen's University 2013 — 2017
Bachelor of Commerce
Humber College 2011 — 2013
Business Management - Financial Services with Honours
Queen's Capital September 2014 - March 2015
Richardson GMP June 2014 - September 2014
Mark's Work Wearhouse August 2012 - August 2013
Investors Group Financial Services Inc. September 2012 - December 2012
Mississaugua Golf and Country Club August 2008 - September 2011
Education
Queen's University 2013 — 2017
Bachelor of Commerce
Humber College 2011 — 2013
Business Management - Financial Services with Honours
Nikolaus Reuper Nikolaus Reuper's Investors Group Financial Services Inc. Experience 1996 - 1998
Job Investment and Insurance Specialist
Industry Financial Services
Experience
FaithLife Financial June 2015 - Present
Portfolio Strategies Corporation May 2015 - Present
Scotiabank March 2014 - April 2015
Investment Planning Counsel 2006 - March 2014
Victory Financial 1998 - 2006
Investors Group Financial Services Inc. 1996 - 1998
Skills
Critical Illness, Disability Insurance, People Skills, Trusted Advisor, Retirement Planning, Term Life Insurance, Estate Planning, Employee Benefits, Insurance, Life Insurance, Pensions, Financial Planners, Strategic Financial..., Financial Advisory, Fixed Annuities, Long-term Care, Small Business, Financial Services, Investment Strategies, Risk Management, Wealth, Mutual Funds, Finance, Personal Finance, Retirement, Wealth Management, Investments, Investment Advisory, Health Insurance, Mortgage Lending, Segregated Funds, Leadership, Wealth Management..., Savings, Residential Mortgages, Personal Financial..., Whole Life, Portfolio Management, Group Benefit Plans, Succession Planning, Income Protection, Retirement Savings, Relationship Management, Wealth Accumulation, Sales, Underwriting, Securities, Asset Allocation, Brokers, Insurance Brokerage
Education
Laurentian University/Université Laurentienne
BA, Arts/Commerce
FaithLife Financial June 2015 - Present
Portfolio Strategies Corporation May 2015 - Present
Scotiabank March 2014 - April 2015
Investment Planning Counsel 2006 - March 2014
Victory Financial 1998 - 2006
Investors Group Financial Services Inc. 1996 - 1998
Skills
Critical Illness, Disability Insurance, People Skills, Trusted Advisor, Retirement Planning, Term Life Insurance, Estate Planning, Employee Benefits, Insurance, Life Insurance, Pensions, Financial Planners, Strategic Financial..., Financial Advisory, Fixed Annuities, Long-term Care, Small Business, Financial Services, Investment Strategies, Risk Management, Wealth, Mutual Funds, Finance, Personal Finance, Retirement, Wealth Management, Investments, Investment Advisory, Health Insurance, Mortgage Lending, Segregated Funds, Leadership, Wealth Management..., Savings, Residential Mortgages, Personal Financial..., Whole Life, Portfolio Management, Group Benefit Plans, Succession Planning, Income Protection, Retirement Savings, Relationship Management, Wealth Accumulation, Sales, Underwriting, Securities, Asset Allocation, Brokers, Insurance Brokerage
Education
Laurentian University/Université Laurentienne
BA, Arts/Commerce
Cindy Li Cindy Li's Investors Group Financial Services Inc. Experience October 2011 - September 2012
Job Business Analyst at Deloitte Canada
Industry Management Consulting
Experience
Deloitte Canada September 2014 - Present
OPTIMUS SBR May 2013 - August 2013
Investors Group Financial Services Inc. October 2011 - September 2012
York University September 2010 - May 2011
Skills
Business Strategy, Market Research, Team Leadership, Leadership, Strategic Planning, Social Media Marketing, Social Media, Management Consulting, Time Management, Customer Service, Analysis, Business Analysis, Strategy, Project Management, Marketing, Program Management, Financial Modeling, Analytics, Leadership Development, Nonprofits, Management, Public Relations, Research
Education
EDHEC Business School 2014 — 2014
Master in Management
York University - Schulich School of Business 2010 — 2014
Bachelor's Degree, International Bachelor of Business Administration
YMCI
Deloitte Canada September 2014 - Present
OPTIMUS SBR May 2013 - August 2013
Investors Group Financial Services Inc. October 2011 - September 2012
York University September 2010 - May 2011
Skills
Business Strategy, Market Research, Team Leadership, Leadership, Strategic Planning, Social Media Marketing, Social Media, Management Consulting, Time Management, Customer Service, Analysis, Business Analysis, Strategy, Project Management, Marketing, Program Management, Financial Modeling, Analytics, Leadership Development, Nonprofits, Management, Public Relations, Research
Education
EDHEC Business School 2014 — 2014
Master in Management
York University - Schulich School of Business 2010 — 2014
Bachelor's Degree, International Bachelor of Business Administration
YMCI
Nolan Zucchet Nolan Zucchet's Investors Group Financial Services Inc. Experience May 2009 - November 2010
Job Internal Wholesaler at Sun Life Global Investments
Industry Financial Services
Experience
Sun Life Global Investments April 2014 - Present
Manulife Investments August 2011 - March 2014
Encompass Capital Wealth November 2010 - July 2011
Investors Group Financial Services Inc. May 2009 - November 2010
Skills
Inside Sales, Wealth Management, CRM, Sales, Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Securities, Finance, Equities, Financial Advisory
Education
Huron University College 2003 — 2008
BMOS, Business, Economics
Western University 2003 — 2008
BMOS, Business, Economics
Sun Life Global Investments April 2014 - Present
Manulife Investments August 2011 - March 2014
Encompass Capital Wealth November 2010 - July 2011
Investors Group Financial Services Inc. May 2009 - November 2010
Skills
Inside Sales, Wealth Management, CRM, Sales, Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Securities, Finance, Equities, Financial Advisory
Education
Huron University College 2003 — 2008
BMOS, Business, Economics
Western University 2003 — 2008
BMOS, Business, Economics
John Wiltshire John Wiltshire's Investors Group Financial Services Inc. Experience April 1996 - July 2012
Job SVP, Marketing Investors Group
Industry Financial Services
Experience
Investors Group July 2012 - Present
Investors Group Financial Services Inc. April 1996 - July 2012
Canada Trust 1985 - 1996
Skills
Mutual Funds, Retirement Planning, Retirement, Estate Planning, Portfolio Management, Wealth Management, Investments, Strategic Financial..., Financial Planners, Investment Strategies, Investment Advisory, Financial Services, Fixed Annuities, Strategy, Mortgage Lending, Financial Advisory, Product Management, Wealth, Marketing, Personal Finance, Finance, Personal Financial..., Banking, Insurance, Employee Benefits, Critical Illness, Financial Planning
Education
The University of Western Ontario - Richard Ivey School of Business 1981 — 1985
Honours Degree Busines (HBA), Marketing and Finance
Investors Group July 2012 - Present
Investors Group Financial Services Inc. April 1996 - July 2012
Canada Trust 1985 - 1996
Skills
Mutual Funds, Retirement Planning, Retirement, Estate Planning, Portfolio Management, Wealth Management, Investments, Strategic Financial..., Financial Planners, Investment Strategies, Investment Advisory, Financial Services, Fixed Annuities, Strategy, Mortgage Lending, Financial Advisory, Product Management, Wealth, Marketing, Personal Finance, Finance, Personal Financial..., Banking, Insurance, Employee Benefits, Critical Illness, Financial Planning
Education
The University of Western Ontario - Richard Ivey School of Business 1981 — 1985
Honours Degree Busines (HBA), Marketing and Finance
Dan Alter's Investors Group Financial Services Inc. Experience September 2011 - February 2014
Job Technical Recruiter (Microsoft and Business Intelligence) at TEKsystems
Industry Information Technology and Services
Experience
TEKsystems July 2014 - Present
RBC Insurance February 2014 - June 2014
Investors Group Financial Services Inc. September 2011 - February 2014
Arson Labs January 2006 - May 2006
Skills
Technical Recruiting, Microsoft Technologies, Sales, Investments, Marketing, Strategy, Finance, Customer Service, Retirement Planning, Marketing Strategy, Email Marketing, Strategic Financial..., Business Planning, Business Strategy, Business Development, Leadership, Strategic Planning, Small Business, Wealth Management, Entrepreneurship, Negotiation, Marketing Communications, Financial Analysis, Market Research, Mortgage Lending, Risk Management, Wealth
Education
Royal Roads University 2007 — 2008
Bachelor of Commerce, Entrepreneurial Management
Kwantlen Polytechnic University 2004 — 2007
Marketing Management Diploma, Marketing and Sales
TEKsystems July 2014 - Present
RBC Insurance February 2014 - June 2014
Investors Group Financial Services Inc. September 2011 - February 2014
Arson Labs January 2006 - May 2006
Skills
Technical Recruiting, Microsoft Technologies, Sales, Investments, Marketing, Strategy, Finance, Customer Service, Retirement Planning, Marketing Strategy, Email Marketing, Strategic Financial..., Business Planning, Business Strategy, Business Development, Leadership, Strategic Planning, Small Business, Wealth Management, Entrepreneurship, Negotiation, Marketing Communications, Financial Analysis, Market Research, Mortgage Lending, Risk Management, Wealth
Education
Royal Roads University 2007 — 2008
Bachelor of Commerce, Entrepreneurial Management
Kwantlen Polytechnic University 2004 — 2007
Marketing Management Diploma, Marketing and Sales
Alexey Smykov Alexey Smykov's Investors Group Financial Services Inc. Experience December 2010 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. December 2010 - Present
Skills
Insurance Planning, Critical Illness, Retirement Planning, Retirement, Wealth, Pensions, Wealth Management, Estate Planning, Income Protection, Investment Strategies, Mutual Funds, Strategic Financial..., Investment Advisory, Disability Insurance, Financial Advisory, Savings, Investments, Personal Finance
Education
George Brown College
Investors Group Financial Services Inc. December 2010 - Present
Skills
Insurance Planning, Critical Illness, Retirement Planning, Retirement, Wealth, Pensions, Wealth Management, Estate Planning, Income Protection, Investment Strategies, Mutual Funds, Strategic Financial..., Investment Advisory, Disability Insurance, Financial Advisory, Savings, Investments, Personal Finance
Education
George Brown College
Shimone Slomowitz's Investors Group Financial Services Inc. Experience May 2010 - July 2010
Job Former Investment Banking Analyst at TD Securities
Industry Investment Banking
Experience
TD Securities August 2013 - September 2014
TD Securities May 2012 - August 2012
Desautels Capital Management September 2010 - April 2012
PSP Investments May 2011 - August 2011
Investors Group Financial Services Inc. May 2010 - July 2010
Ocean Walk Medical Clinic June 2008 - August 2009
Student Works Painting June 2009 - July 2009
West Vancouver Soccer Club June 2008 - August 2008
Skills
Bloomberg, Equity Valuation, Equities, Portfolio Management, Investment Management, Economics, Hedge Funds, Securities, Mutual Funds, Finance, DCF, Strategic Financial..., Microsoft Excel, Investment Banking, Financial Analysis
Education
McGill University 2008 — 2012
Bachelor of Commerce: Honours, Investment Management
TD Securities August 2013 - September 2014
TD Securities May 2012 - August 2012
Desautels Capital Management September 2010 - April 2012
PSP Investments May 2011 - August 2011
Investors Group Financial Services Inc. May 2010 - July 2010
Ocean Walk Medical Clinic June 2008 - August 2009
Student Works Painting June 2009 - July 2009
West Vancouver Soccer Club June 2008 - August 2008
Skills
Bloomberg, Equity Valuation, Equities, Portfolio Management, Investment Management, Economics, Hedge Funds, Securities, Mutual Funds, Finance, DCF, Strategic Financial..., Microsoft Excel, Investment Banking, Financial Analysis
Education
McGill University 2008 — 2012
Bachelor of Commerce: Honours, Investment Management
Barak Queija's Investors Group Financial Services Inc. Experience 2006 - Present
Job Senior Financial Consultant at Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc. 2006 - Present
Accenture September 1999 - November 2006
Skills
Retirement Planning, Strategic Financial..., Investments, Estate Planning, Wealth, Inheritance Tax Planning, Estate Tax Planning, Creative Real Estate..., Business Planning, Corporate Tax Planning, Risk Management, Cash Management, Finance, Financial Planners, Life Insurance, Wealth Management, Mutual Funds, Financial Services, Financial Advisory, Retirement, Investment Strategies, Portfolio Management, Asset Management, Securities, Critical Illness, Fixed Annuities, Mortgage Lending, Equities, Financial Analysis, Relationship Management, Financial Planning
Education
McGill University 1995 — 1999
BSc, Computer Science and Management
Investors Group Financial Services Inc. 2006 - Present
Accenture September 1999 - November 2006
Skills
Retirement Planning, Strategic Financial..., Investments, Estate Planning, Wealth, Inheritance Tax Planning, Estate Tax Planning, Creative Real Estate..., Business Planning, Corporate Tax Planning, Risk Management, Cash Management, Finance, Financial Planners, Life Insurance, Wealth Management, Mutual Funds, Financial Services, Financial Advisory, Retirement, Investment Strategies, Portfolio Management, Asset Management, Securities, Critical Illness, Fixed Annuities, Mortgage Lending, Equities, Financial Analysis, Relationship Management, Financial Planning
Education
McGill University 1995 — 1999
BSc, Computer Science and Management
Gina Love, B. Comm, CFP, CIM Gina Love, B. Comm, CFP, CIM's Investors Group Financial Services Inc. Experience June 2009 - Present
Job Financial Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. June 2009 - Present
Investors Group Securities Inc. 2006 - 2009
Edward Jones 2001 - 2005
Skills
Portfolio Management, Personal Financial..., Financial Planning for...
Education
McMaster University 1982 — 1988
Bachelor of Commerce (B.Com.), Finance, General
Financial Planning Standards Canada
Certified Financial Planner, Personal and Corporate Financial Planning
Canadian Securities Institute
Chartered Investment Manager, Comprehensive Financial Planning for Individuals and Businesses
Investors Group Financial Services Inc. June 2009 - Present
Investors Group Securities Inc. 2006 - 2009
Edward Jones 2001 - 2005
Skills
Portfolio Management, Personal Financial..., Financial Planning for...
Education
McMaster University 1982 — 1988
Bachelor of Commerce (B.Com.), Finance, General
Financial Planning Standards Canada
Certified Financial Planner, Personal and Corporate Financial Planning
Canadian Securities Institute
Chartered Investment Manager, Comprehensive Financial Planning for Individuals and Businesses
Joe Tennina Joe Tennina's Investors Group Financial Services Inc. Experience September 1997 - Present
Job Division Director at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. September 1997 - Present
Skills
Wealth Management, Financial Advisory, Investment Strategies, Investments, Mutual Funds, Pensions, Retirement Planning, Risk Management, Retirement, Portfolio Management, Retirement Savings, Strategic Financial..., Estate Planning, Financial Planners, Wealth, Leadership
Education
Western Colleigate 1969 — 1972
Humber College
Investors Group Financial Services Inc. September 1997 - Present
Skills
Wealth Management, Financial Advisory, Investment Strategies, Investments, Mutual Funds, Pensions, Retirement Planning, Risk Management, Retirement, Portfolio Management, Retirement Savings, Strategic Financial..., Estate Planning, Financial Planners, Wealth, Leadership
Education
Western Colleigate 1969 — 1972
Humber College
Steven Paetz Steven Paetz's Investors Group Financial Services Inc. Experience May 2008 - Present
Job Associate Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. May 2008 - Present
Skills
Investments, Insurance, Mortgage, Mutual Funds, Financial Planning, Cash Management, Wealth Management, Insurance Planning, Financial Planners, Strategic Financial..., Mortgage Lending, Finance, Critical Illness, Financial Services, Retirement, Retirement Planning, Wealth, Investment Strategies
Education
The University of Lethbridge 2005 — 2008
B.Mgt., Finance
Lethbridge College 2003 — 2005
Bus. Admin, Accounting
Investors Group Financial Services Inc. May 2008 - Present
Skills
Investments, Insurance, Mortgage, Mutual Funds, Financial Planning, Cash Management, Wealth Management, Insurance Planning, Financial Planners, Strategic Financial..., Mortgage Lending, Finance, Critical Illness, Financial Services, Retirement, Retirement Planning, Wealth, Investment Strategies
Education
The University of Lethbridge 2005 — 2008
B.Mgt., Finance
Lethbridge College 2003 — 2005
Bus. Admin, Accounting
Brian Bossio Brian Bossio's Investors Group Financial Services Inc. Experience March 2010 - January 2015
Job Resource Manager at TELUS
Industry Financial Services
Experience
TELUS January 2015 - Present
Investors Group Financial Services Inc. March 2010 - January 2015
Sorrentinoes 1997 - 2007
Skills
Strategic Financial..., Estate Planning, Mutual Funds, Risk Management, Retirement, Investment Advisory, Retirement Planning, Critical Illness, Financial Planners, Succession Planning, Insurance, Wealth Management, Team Leadership, Wealth, Mortgage Lending, Financial Advisory, Investments, Finance, Strategic Planning, Investment Strategies, Financial Services
Education
Concordia University College of Alberta 2005 — 2008
B.Mgt
Concordia University College of Alberta 1998 — 2003
B.Sc, Chemistry
TELUS January 2015 - Present
Investors Group Financial Services Inc. March 2010 - January 2015
Sorrentinoes 1997 - 2007
Skills
Strategic Financial..., Estate Planning, Mutual Funds, Risk Management, Retirement, Investment Advisory, Retirement Planning, Critical Illness, Financial Planners, Succession Planning, Insurance, Wealth Management, Team Leadership, Wealth, Mortgage Lending, Financial Advisory, Investments, Finance, Strategic Planning, Investment Strategies, Financial Services
Education
Concordia University College of Alberta 2005 — 2008
B.Mgt
Concordia University College of Alberta 1998 — 2003
B.Sc, Chemistry
Jeff Smith CFP CLU Jeff Smith CFP CLU's Investors Group Financial Services Inc. Experience October 2001 - Present
Job Financial Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. October 2001 - Present
Skills
Retirement Planning, Retirement, Mutual Funds, Estate Planning, Savings, Strategic Financial..., Retirement Savings, Coaching, Finance, Wealth, Financial Services, Critical Illness, Microsoft Office, Certified Financial..., Life Insurance, Wealth Management, Investment Strategies, Investments, Financial Planners, Wealth Accumulation
Education
Western Sydney University 2000 — 2001
BBA, Business Administration Marketing
Georgian College 1996 — 1999
Business Marketing, Marketing
Investors Group Financial Services Inc. October 2001 - Present
Skills
Retirement Planning, Retirement, Mutual Funds, Estate Planning, Savings, Strategic Financial..., Retirement Savings, Coaching, Finance, Wealth, Financial Services, Critical Illness, Microsoft Office, Certified Financial..., Life Insurance, Wealth Management, Investment Strategies, Investments, Financial Planners, Wealth Accumulation
Education
Western Sydney University 2000 — 2001
BBA, Business Administration Marketing
Georgian College 1996 — 1999
Business Marketing, Marketing
Peter Hwang Peter Hwang's Investors Group Financial Services Inc. Experience January 2005 - July 2007
Job Strategic Consultant
Industry Education Management
Experience
EnvisionMBA January 2009 - Present
FedEx Express February 2012 - November 2012
Kohler Co. March 2011 - February 2012
Decathlon April 2009 - March 2011
Investors Group Financial Services Inc. January 2005 - July 2007
TD Canada Trust January 2004 - January 2005
Skills
Competitive Analysis, Market Research, CRM, Brand Management, Marketing Strategy, Strategy, Marketing, Integrated Marketing, Management, Account Management, New Business Development, Sales Management, Training, Recruiting, Project Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA
University of Toronto
Bachelor of Arts, Urban Economics
Sentinel Secondary School 1995 — 2001
EnvisionMBA January 2009 - Present
FedEx Express February 2012 - November 2012
Kohler Co. March 2011 - February 2012
Decathlon April 2009 - March 2011
Investors Group Financial Services Inc. January 2005 - July 2007
TD Canada Trust January 2004 - January 2005
Skills
Competitive Analysis, Market Research, CRM, Brand Management, Marketing Strategy, Strategy, Marketing, Integrated Marketing, Management, Account Management, New Business Development, Sales Management, Training, Recruiting, Project Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA
University of Toronto
Bachelor of Arts, Urban Economics
Sentinel Secondary School 1995 — 2001
Robert (Rob) Burns Robert (Rob) Burns's Investors Group Financial Services Inc. Experience October 1993 - May 1995
Job Vice President of Digital Marketing, MicroAge Canada
Industry Management Consulting
Experience
MicroAge May 2013 - Present
Tourmalet Advisory Services February 2010 - Present
Lock Search Group January 2011 - October 2011
Ernst & Young August 2008 - July 2009
MicroAge June 1995 - July 2008
Mark Winter and Associates 1999 - 2000
Investors Group Financial Services Inc. October 1993 - May 1995
SHL Systemhouse Inc./ComputerLand March 1985 - October 1993
ComputerLand March 1985 - October 1993
ComputerLand January 1986 - October 1987
Skills
Lead Generation, Business Development, Management Consulting, Marketing Strategy, B2B, Social Networking, Strategy, Social Business, Digital Strategy, Social Media, Client Development, Online Marketing, Social Media Goverance, CRM, Email Marketing, Inbound Marketing, Social Media Compliance, Business Strategy, Inbound Lead Generation, CASL, Marketing, HubSpot, Social Media Marketing, B2B Marketing, E-business, New Business Development, Leadership, SEO, LinkedIn, Blogging, Analytics, Mobile Devices, Social Web, Internet Technology, Advisory Services, Mobile Marketing, Digital Marketing, Integrated Marketing, Managed Services, Content Strategy, B2C, Information Technology, Key Account Management, Professional Services, Sales Management, Negotiation, System Integration, Direct Sales, Integration, IT Outsourcing
Education
Cornell University 2014 — 2015
Marketing Strategy Certificate
Rutgers University-New Brunswick 2015 — 2016
Mini-MBA™: Integrated Marketing Communications (IMC)
Rutgers University-New Brunswick 2015 — 2016
Mini-MBA™: Advanced Marketing Certificate
Cornell University 2015 — 2016
Data-Driven Marketing Certificate
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2013
Mini-MBA™: Social Media Marketing, Social Media Marketing Certificate
Rutgers University-New Brunswick 2015 — 2015
Mini-MBA™: Digital Marketing Certificate
Harvard University 2014 — 2014
Digital Marketing: Social Media and Online Strategies
MarketingsProfs University 2015 — 2015
Email Marketing Master Course
Hubspot Academy 2015 — 2015
Hubspot Fundamentals Course
Social Media Examiner 2015 — 2015
Social Media Marketing World 2015
MicroAge May 2013 - Present
Tourmalet Advisory Services February 2010 - Present
Lock Search Group January 2011 - October 2011
Ernst & Young August 2008 - July 2009
MicroAge June 1995 - July 2008
Mark Winter and Associates 1999 - 2000
Investors Group Financial Services Inc. October 1993 - May 1995
SHL Systemhouse Inc./ComputerLand March 1985 - October 1993
ComputerLand March 1985 - October 1993
ComputerLand January 1986 - October 1987
Skills
Lead Generation, Business Development, Management Consulting, Marketing Strategy, B2B, Social Networking, Strategy, Social Business, Digital Strategy, Social Media, Client Development, Online Marketing, Social Media Goverance, CRM, Email Marketing, Inbound Marketing, Social Media Compliance, Business Strategy, Inbound Lead Generation, CASL, Marketing, HubSpot, Social Media Marketing, B2B Marketing, E-business, New Business Development, Leadership, SEO, LinkedIn, Blogging, Analytics, Mobile Devices, Social Web, Internet Technology, Advisory Services, Mobile Marketing, Digital Marketing, Integrated Marketing, Managed Services, Content Strategy, B2C, Information Technology, Key Account Management, Professional Services, Sales Management, Negotiation, System Integration, Direct Sales, Integration, IT Outsourcing
Education
Cornell University 2014 — 2015
Marketing Strategy Certificate
Rutgers University-New Brunswick 2015 — 2016
Mini-MBA™: Integrated Marketing Communications (IMC)
Rutgers University-New Brunswick 2015 — 2016
Mini-MBA™: Advanced Marketing Certificate
Cornell University 2015 — 2016
Data-Driven Marketing Certificate
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2013
Mini-MBA™: Social Media Marketing, Social Media Marketing Certificate
Rutgers University-New Brunswick 2015 — 2015
Mini-MBA™: Digital Marketing Certificate
Harvard University 2014 — 2014
Digital Marketing: Social Media and Online Strategies
MarketingsProfs University 2015 — 2015
Email Marketing Master Course
Hubspot Academy 2015 — 2015
Hubspot Fundamentals Course
Social Media Examiner 2015 — 2015
Social Media Marketing World 2015
Bill Jack Bill Jack's Investors Group Financial Services Inc. Experience June 1992 - Present
Job Regional Director at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. June 1992 - Present
HSBC June 1987 - August 1991
Lloyds Bank Canada June 1987 - June 1989
Skills
Portfolio Management, Asset Managment, Training, Small Business, Strategic Financial..., Entrepreneurship, Investments, Mutual Funds, Marketing Strategy, Banking, Business Development, Team Building, Negotiation, Wealth Management, Retirement Planning, New Business Development, Mentoring
Education
Ivey Business School at Western University 1991 — 1992
MBA, Business
Ivey Business School at Western University 1985 — 1987
HBA
Huron University College 1983 — 1987
The Financial Advisors Association of Canada
Chartered Life Underwriter
Financial Planners Standards Council of Canada
Certified Financial Planner
Trinity College School
Trinity College School
Investors Group Financial Services Inc. June 1992 - Present
HSBC June 1987 - August 1991
Lloyds Bank Canada June 1987 - June 1989
Skills
Portfolio Management, Asset Managment, Training, Small Business, Strategic Financial..., Entrepreneurship, Investments, Mutual Funds, Marketing Strategy, Banking, Business Development, Team Building, Negotiation, Wealth Management, Retirement Planning, New Business Development, Mentoring
Education
Ivey Business School at Western University 1991 — 1992
MBA, Business
Ivey Business School at Western University 1985 — 1987
HBA
Huron University College 1983 — 1987
The Financial Advisors Association of Canada
Chartered Life Underwriter
Financial Planners Standards Council of Canada
Certified Financial Planner
Trinity College School
Trinity College School
Richard Van Loon's Investors Group Financial Services Inc. Experience July 2011 - February 2013
Job Sylvite
Industry Farming
Experience
Sylvite January 2015 - Present
Sylvite March 2012 - January 2015
Investors Group Financial Services Inc. July 2011 - February 2013
Skills
Canadian Securities..., Retirement Planning, Estate Planning, Financial Services, Wealth Management, Licensed Life Insurance..., Customer Service, Critical Illness, Financial Advisory, Financial Planners, Investment Strategies, Microsoft Office, Time Management, Wealth, Retirement, Investments, Mutual Funds
Education
Fanshawe College 2009 — 2011
Financial Planning Services Diploma, Finance
Sylvite January 2015 - Present
Sylvite March 2012 - January 2015
Investors Group Financial Services Inc. July 2011 - February 2013
Skills
Canadian Securities..., Retirement Planning, Estate Planning, Financial Services, Wealth Management, Licensed Life Insurance..., Customer Service, Critical Illness, Financial Advisory, Financial Planners, Investment Strategies, Microsoft Office, Time Management, Wealth, Retirement, Investments, Mutual Funds
Education
Fanshawe College 2009 — 2011
Financial Planning Services Diploma, Finance
Josh Stark's Investors Group Financial Services Inc. Experience October 2007 - November 2012
Job Executive Senior Consultant focused on helping clients build and protect aftertax wealth
Industry Investment Management
Experience
Investors Group January 2015 - Present
Firstline Energy Services. December 2013 - December 2014
RBC Dominion Securities November 2012 - December 2013
Investors Group Financial Services Inc. October 2007 - November 2012
Skills
Investments, Risk Management, Financial Analysis, Entrepreneurship, Financial Modeling, New Business Development, Team Building, Wealth Management, Financial Planning, Strategic Planning, Finance, Retirement Planning
Education
Grant Macewan College 2004 — 2007
Business management, Business Management
Grant Macewan College 2003 — 2005
Aviation Management, Aviation Management
Investors Group January 2015 - Present
Firstline Energy Services. December 2013 - December 2014
RBC Dominion Securities November 2012 - December 2013
Investors Group Financial Services Inc. October 2007 - November 2012
Skills
Investments, Risk Management, Financial Analysis, Entrepreneurship, Financial Modeling, New Business Development, Team Building, Wealth Management, Financial Planning, Strategic Planning, Finance, Retirement Planning
Education
Grant Macewan College 2004 — 2007
Business management, Business Management
Grant Macewan College 2003 — 2005
Aviation Management, Aviation Management
Samuel Appiah, BAS, CPA, CGA, CFP Samuel Appiah, BAS, CPA, CGA, CFP's Investors Group Financial Services Inc. Experience October 2010 - Present
Job Financial Planner at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. October 2010 - Present
Unilever 2009 - 2010
Carrier Canada August 2007 - March 2008
Innovapost Inc April 2006 - August 2007
IMAX Corporation June 2001 - August 2006
Skills
Insurance Planning, Financial Advice, Wealth, Wealth Management, Estate Planning, Financial Planning, Wealth Accumulation, Retirement, Investment Advisory, Critical Illness, Income Protection, Mutual Funds, Retirement Savings, Retirement Income..., Pensions, Disability Insurance, Tax Strategies, Investment Strategies, Risk Management, Financial Advisory, Financial Planners, Public Speaking, Strategic Financial..., Finance
Education
Humber College 2009 — 2010
Financial Planning Postgraduate Program
York University 2002 — 2006
BAS – Administrative Studies, Administrative Studies
Investors Group Financial Services Inc. October 2010 - Present
Unilever 2009 - 2010
Carrier Canada August 2007 - March 2008
Innovapost Inc April 2006 - August 2007
IMAX Corporation June 2001 - August 2006
Skills
Insurance Planning, Financial Advice, Wealth, Wealth Management, Estate Planning, Financial Planning, Wealth Accumulation, Retirement, Investment Advisory, Critical Illness, Income Protection, Mutual Funds, Retirement Savings, Retirement Income..., Pensions, Disability Insurance, Tax Strategies, Investment Strategies, Risk Management, Financial Advisory, Financial Planners, Public Speaking, Strategic Financial..., Finance
Education
Humber College 2009 — 2010
Financial Planning Postgraduate Program
York University 2002 — 2006
BAS – Administrative Studies, Administrative Studies
Alexander Kuo Alexander Kuo's Investors Group Financial Services Inc. Experience October 2010 - November 2011
Job Sales Specialist, Platforms at CNW Group
Industry Public Relations and Communications
Experience
CNW Group June 2014 - Present
Leslieville Farmers' Market January 2014 - Present
Raising the Village January 2007 - Present
Cision July 2012 - February 2014
Investors Group Financial Services Inc. October 2010 - November 2011
Avison Young Commercial Real Estate June 2007 - August 2010
Skills
Investments, Financial Analysis, Portfolio Management, Asset Managment, Real Estate, Due Diligence, Wealth Management, Investment Strategies, Retirement, Public Relations, SaaS, Sales, Sales Process, Strategic Communications, Volunteer Management, Non-profits, Charity Marketing, Charity Work, Strategic Planning, Project Management, Social Media, New Business Development, Strategy, Asset Management
Education
McMaster University 2004 — 2008
B.Comm, Finance, General
CNW Group June 2014 - Present
Leslieville Farmers' Market January 2014 - Present
Raising the Village January 2007 - Present
Cision July 2012 - February 2014
Investors Group Financial Services Inc. October 2010 - November 2011
Avison Young Commercial Real Estate June 2007 - August 2010
Skills
Investments, Financial Analysis, Portfolio Management, Asset Managment, Real Estate, Due Diligence, Wealth Management, Investment Strategies, Retirement, Public Relations, SaaS, Sales, Sales Process, Strategic Communications, Volunteer Management, Non-profits, Charity Marketing, Charity Work, Strategic Planning, Project Management, Social Media, New Business Development, Strategy, Asset Management
Education
McMaster University 2004 — 2008
B.Comm, Finance, General
Serge Mwimba's Investors Group Financial Services Inc. Experience March 2015 - Present
Job Consultant, focusing on wealth creation and personal financial management with Investors Group
Industry Management Consulting
Experience
Investors Group Financial Services Inc. March 2015 - Present
Catholic Cross-cultural October 2014 - Present
Bell December 2013 - July 2014
World Vision / the TNI NETWORK, Montreal, Quebec May 2012 - September 2012
FINCA September 2006 - April 2012
The International Foundation for Electoral Systems May 2005 - December 2009
Skills
Financial Planning, Investment Management, Comptabilité, Marketing Communications, Microsoft Excel, Management, Social Media, Strategic Planning, Microsoft Office, Outlook, Event Management, Accounting, Financial Analysis, Account Management, Access, English, Budgets, PowerPoint, Strategic Finance, Project Management
Education
Université de Montréal - HEC Montréal 2012 — 2013
Certificate, Project Management, Certificate, B
Centre de formation professionnelle Marie Rollet, Montréal, Canada 2012 — 2013
Accounting, Professional diploma, Accounting, Complete
Université de Kinshasa 1997 — 2003
Bachelor's degree, Marketing Management, 68%
Investors Group Financial Services Inc. March 2015 - Present
Catholic Cross-cultural October 2014 - Present
Bell December 2013 - July 2014
World Vision / the TNI NETWORK, Montreal, Quebec May 2012 - September 2012
FINCA September 2006 - April 2012
The International Foundation for Electoral Systems May 2005 - December 2009
Skills
Financial Planning, Investment Management, Comptabilité, Marketing Communications, Microsoft Excel, Management, Social Media, Strategic Planning, Microsoft Office, Outlook, Event Management, Accounting, Financial Analysis, Account Management, Access, English, Budgets, PowerPoint, Strategic Finance, Project Management
Education
Université de Montréal - HEC Montréal 2012 — 2013
Certificate, Project Management, Certificate, B
Centre de formation professionnelle Marie Rollet, Montréal, Canada 2012 — 2013
Accounting, Professional diploma, Accounting, Complete
Université de Kinshasa 1997 — 2003
Bachelor's degree, Marketing Management, 68%
Navid Momeni's Investors Group Financial Services Inc. Experience October 2011 - August 2012
Job Sales Consultant Hotel Online Merchandising at Leonardo Worldwide Corporation
Industry Hospitality
Experience
Leonardo Worldwide Corporation July 2012 - Present
Subway June 2009 - December 2013
Investors Group Financial Services Inc. October 2011 - August 2012
InterContinental Hotels Group September 2008 - November 2008
Skills
Strategic Planning, Budgets, Customer Service, Hospitality, Team Building, Investments, Strategic Financial..., Event Management, Marketing Strategy, Business Planning, Sales, Negotiation, Sales Management, Coaching, Management, Financial Analysis, New Business Development, Event Planning, Business Strategy, Account Management, Social Media, Marketing, Team Leadership, Training, B2B, Salesforce.com, Entrepreneurship, Contract Negotiation, Advertising, Social Media Marketing, Time Management, Social Networking, Leadership, Hotels, Online Marketing, Merchandising, Online Advertising, Business Development, Customer Satisfaction, Teamwork, Retail, Market Research, Selling, Public Relations, Restaurants, Direct Sales, Marketing Communications, Food, Food & Beverage, Recruiting
Education
George Brown College 2009 — 2011
Bachelor's degree, Applied business in hospitality and tourism
George Brown College 2008 — 2009
Diploma, Hotel, Motel, and Restaurant Management
Ryerson University 2007 — 2008
Bachelor of Engineering (B.E.), Civil Engineering
Leonardo Worldwide Corporation July 2012 - Present
Subway June 2009 - December 2013
Investors Group Financial Services Inc. October 2011 - August 2012
InterContinental Hotels Group September 2008 - November 2008
Skills
Strategic Planning, Budgets, Customer Service, Hospitality, Team Building, Investments, Strategic Financial..., Event Management, Marketing Strategy, Business Planning, Sales, Negotiation, Sales Management, Coaching, Management, Financial Analysis, New Business Development, Event Planning, Business Strategy, Account Management, Social Media, Marketing, Team Leadership, Training, B2B, Salesforce.com, Entrepreneurship, Contract Negotiation, Advertising, Social Media Marketing, Time Management, Social Networking, Leadership, Hotels, Online Marketing, Merchandising, Online Advertising, Business Development, Customer Satisfaction, Teamwork, Retail, Market Research, Selling, Public Relations, Restaurants, Direct Sales, Marketing Communications, Food, Food & Beverage, Recruiting
Education
George Brown College 2009 — 2011
Bachelor's degree, Applied business in hospitality and tourism
George Brown College 2008 — 2009
Diploma, Hotel, Motel, and Restaurant Management
Ryerson University 2007 — 2008
Bachelor of Engineering (B.E.), Civil Engineering
Patrick Campbell's Investors Group Financial Services Inc. Experience September 2003 - May 2013
Job at
Industry Financial Services
Experience
T.O.P. Circuit January 1990 - Present
Entrepreneurship January 2014 - August 2015
Sightlines Holdings Inc. October 2013 - 2015
Sun Life Financial May 2013 - July 2014
Investors Group Financial Services Inc. September 2003 - May 2013
ATS Automation Tooling Systems February 2000 - January 2002
Nexsys Commtech International August 1998 - October 1999
Canlyte October 1990 - June 1995
GFI 1994 - 1995
Skills
Investments, Strategic Financial..., Management, Coaching, Customer Service, Public Speaking, Project Planning, Event Management, Budgets, Small Business, Wealth, Fundraising, Negotiation, Strategic Planning, Financial Planning, Insurance, Microsoft Excel, Entrepreneurship, Non-profits, Microsoft Word, Health Education, Training, Troubleshooting, Athletic Training, Health Insurance, Succession Planning, Volunteering, Financial Planners, Volunteer Engagement, Fitness Consulting, Business Development, Financial Advisory, Resourcesful, Going the Extra Mile, Creative Thinking, Customer Relations, Budgeting, Excel, Word, Health & Wellness Coach, Time Management, Nonprofits, Retirement Planning, Wealth Management, Retirement, Risk Management, Mutual Funds, Business Planning, Disability Insurance, Estate Planning
Education
Wilfrid Laurier University 1996 — 1999
Business, Small Business
Conestoga College 1987 — 1990
EET, Electronic Engineering Technologist
T.O.P. Circuit January 1990 - Present
Entrepreneurship January 2014 - August 2015
Sightlines Holdings Inc. October 2013 - 2015
Sun Life Financial May 2013 - July 2014
Investors Group Financial Services Inc. September 2003 - May 2013
ATS Automation Tooling Systems February 2000 - January 2002
Nexsys Commtech International August 1998 - October 1999
Canlyte October 1990 - June 1995
GFI 1994 - 1995
Skills
Investments, Strategic Financial..., Management, Coaching, Customer Service, Public Speaking, Project Planning, Event Management, Budgets, Small Business, Wealth, Fundraising, Negotiation, Strategic Planning, Financial Planning, Insurance, Microsoft Excel, Entrepreneurship, Non-profits, Microsoft Word, Health Education, Training, Troubleshooting, Athletic Training, Health Insurance, Succession Planning, Volunteering, Financial Planners, Volunteer Engagement, Fitness Consulting, Business Development, Financial Advisory, Resourcesful, Going the Extra Mile, Creative Thinking, Customer Relations, Budgeting, Excel, Word, Health & Wellness Coach, Time Management, Nonprofits, Retirement Planning, Wealth Management, Retirement, Risk Management, Mutual Funds, Business Planning, Disability Insurance, Estate Planning
Education
Wilfrid Laurier University 1996 — 1999
Business, Small Business
Conestoga College 1987 — 1990
EET, Electronic Engineering Technologist
Randy Sansen's Investors Group Financial Services Inc. Experience April 2014 - Present
Job Consultant Improving Clients' Financial Wellbeing
Industry Financial Services
Experience
Investors Group Financial Services Inc. April 2014 - Present
CIBC January 2013 - March 2014
Allstate December 2011 - December 2013
TD Ameritrade February 2007 - October 2009
Gary Bean Securities January 2006 - January 2007
Sun Life Financial November 2004 - January 2006
Skills
Wealth Management, Investments, Estate Planning, Strategic Planning, Investment Strategies, Business Development, Life Insurance, Account Management, Investment Banking, Debt Management, Term Life Insurance, Business Planning, Long-term Customer..., Investment planning, Tax Planning, Insurance Planning, Portfolio Management, Risk Management, Insurance, Financial Services, Budgets, Cash Management, Retirement, Financial Planning, Financial Advisory, Critical Illness, Mutual Funds, Retirement Planning, Saving for Education, Retirement Savings, Business Tax Planning, Personal Tax Planning, General Insurance, Health Insurance, Building Relationships, Team Leadership, Team Building, Coaching
Education
Fanshawe College 2003 — 2005
Diploma, Business Insurance
Investors Group Financial Services Inc. April 2014 - Present
CIBC January 2013 - March 2014
Allstate December 2011 - December 2013
TD Ameritrade February 2007 - October 2009
Gary Bean Securities January 2006 - January 2007
Sun Life Financial November 2004 - January 2006
Skills
Wealth Management, Investments, Estate Planning, Strategic Planning, Investment Strategies, Business Development, Life Insurance, Account Management, Investment Banking, Debt Management, Term Life Insurance, Business Planning, Long-term Customer..., Investment planning, Tax Planning, Insurance Planning, Portfolio Management, Risk Management, Insurance, Financial Services, Budgets, Cash Management, Retirement, Financial Planning, Financial Advisory, Critical Illness, Mutual Funds, Retirement Planning, Saving for Education, Retirement Savings, Business Tax Planning, Personal Tax Planning, General Insurance, Health Insurance, Building Relationships, Team Leadership, Team Building, Coaching
Education
Fanshawe College 2003 — 2005
Diploma, Business Insurance
Ardy Kirk Assadi's Investors Group Financial Services Inc. Experience February 2007 - January 2008
Job Helping Build Successful & TopTier Finance Teams / MD at Halcyon Finance & Accounting Recruitment
Industry Staffing and Recruiting
Experience
Halcyon Finance and Accounting Recruitment 2014 - Present
Various Projects 2014 - 2014
Robert Half 2008 - 2014
Investors Group Financial Services Inc. February 2007 - January 2008
IMS Health January 2005 - February 2007
Skills
Finance, Accounting, Headhunting, Contract Recruitment, Executive Search, Job Matching, Consulting, Business Strategy, CPA, Accountants, Professional Services, Temporary Staffing, Sourcing, Marketing Strategy, Financial Recruiting, Interviews, Recruiting, Applicant Tracking..., Temporary Placement, Talent Acquisition, Financial Analysis, Technical Recruiting, Payroll, Leadership, Management, Forecasting, Financial Reporting, Talent Management, Hiring
Education
Kingston University Business School 2004 — 2005
Master of Arts (MA), Finance
Kingston University 2001 — 2004
Bachelor of Arts (BA) Honours, Business Studies
Halcyon Finance and Accounting Recruitment 2014 - Present
Various Projects 2014 - 2014
Robert Half 2008 - 2014
Investors Group Financial Services Inc. February 2007 - January 2008
IMS Health January 2005 - February 2007
Skills
Finance, Accounting, Headhunting, Contract Recruitment, Executive Search, Job Matching, Consulting, Business Strategy, CPA, Accountants, Professional Services, Temporary Staffing, Sourcing, Marketing Strategy, Financial Recruiting, Interviews, Recruiting, Applicant Tracking..., Temporary Placement, Talent Acquisition, Financial Analysis, Technical Recruiting, Payroll, Leadership, Management, Forecasting, Financial Reporting, Talent Management, Hiring
Education
Kingston University Business School 2004 — 2005
Master of Arts (MA), Finance
Kingston University 2001 — 2004
Bachelor of Arts (BA) Honours, Business Studies
Sandeep Nigam, CIM® Sandeep Nigam, CIM®'s Investors Group Financial Services Inc. Experience 2011 - 2012
Job Financial Advisor CIBC Imperial Service
Industry Financial Services
Experience
Edward Jones 2012 - 2013
Investors Group Financial Services Inc. 2011 - 2012
Skills
Strategic Financial..., Retirement, Asset Management, Investments, Mutual Funds, Residential Mortgages, Lines Of Credit, Estate Planning, Risk Management, Term Life Insurance, Permanent Life Insurance, Critical Illness, Financial Planning, Investment Advisory, Portfolio Management, Retirement Planning
Education
Canadian Securities Institute (CSI)
Delhi University
Bachelor's degree, Science
Meerut University
Master of Arts (M.A.), Economics
Seneca College of Applied Arts and Technology
Certificate
Edward Jones 2012 - 2013
Investors Group Financial Services Inc. 2011 - 2012
Skills
Strategic Financial..., Retirement, Asset Management, Investments, Mutual Funds, Residential Mortgages, Lines Of Credit, Estate Planning, Risk Management, Term Life Insurance, Permanent Life Insurance, Critical Illness, Financial Planning, Investment Advisory, Portfolio Management, Retirement Planning
Education
Canadian Securities Institute (CSI)
Delhi University
Bachelor's degree, Science
Meerut University
Master of Arts (M.A.), Economics
Seneca College of Applied Arts and Technology
Certificate
Sarah Gonske, EPC Sarah Gonske, EPC's Investors Group Financial Services Inc. Experience September 2004 - February 2014
Job Owner/Operator of Truly Organics ~ Independent Miessence Representative
Industry Health, Wellness and Fitness
Experience
MIESSENCE September 2014 - Present
Investors Group Financial Services Inc. September 2004 - February 2014
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Investments, Retirement, Insurance, Financial Planners, Management, Finance, Wealth Management, Long-term Care, Critical Illness, Retirement Savings, Mutual Funds, Wealth, Wealth Accumulation, Investment Advisory, Portfolio Management, High Net Worth..., Personal Finance, Life Insurance, Disability Insurance, Mortgage Lending, Financial Analysis, Risk Management, Investment Strategies, Financial Advisory, Term Life Insurance, Residential Mortgages, Personal Financial..., Asset Allocation, Wealth Management..., Small Business, Loans, Debt Consolidation, Refinance, Investment Management, Financial Services, Life, Income Protection, Segregated Funds, Savings, Alternative Investments, Asset Management, Financial Planning
Education
Canadian Initiative for Elder Planning Studies 2010 — 2010
Elder Planning Conselor Designation (EPC)
Investment Funds Institution of Canada 2007 — 2007
Canadian Investment Funds Course/License, Investments and Securities
St. Lawrence College 2002 — 2004
Business Administration - Marketing
Durham College 2001 — 2002
General Arts and Sciences
MIESSENCE September 2014 - Present
Investors Group Financial Services Inc. September 2004 - February 2014
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Investments, Retirement, Insurance, Financial Planners, Management, Finance, Wealth Management, Long-term Care, Critical Illness, Retirement Savings, Mutual Funds, Wealth, Wealth Accumulation, Investment Advisory, Portfolio Management, High Net Worth..., Personal Finance, Life Insurance, Disability Insurance, Mortgage Lending, Financial Analysis, Risk Management, Investment Strategies, Financial Advisory, Term Life Insurance, Residential Mortgages, Personal Financial..., Asset Allocation, Wealth Management..., Small Business, Loans, Debt Consolidation, Refinance, Investment Management, Financial Services, Life, Income Protection, Segregated Funds, Savings, Alternative Investments, Asset Management, Financial Planning
Education
Canadian Initiative for Elder Planning Studies 2010 — 2010
Elder Planning Conselor Designation (EPC)
Investment Funds Institution of Canada 2007 — 2007
Canadian Investment Funds Course/License, Investments and Securities
St. Lawrence College 2002 — 2004
Business Administration - Marketing
Durham College 2001 — 2002
General Arts and Sciences
Allison Zeltzer Allison Zeltzer's Investors Group Financial Services Inc. Experience September 2010 - September 2011
Job Clinical Director at Cira Medical Services
Industry Health, Wellness and Fitness
Experience
Cira Medical Services April 2014 - Present
Cira Medical Services December 2013 - Present
Healthier Ever After 2012 - Present
Dr. Jeremy Frank August 2012 - October 2013
Investors Group Financial Services Inc. September 2010 - September 2011
Big Brothers Big Sisters of Toronto February 2007 - June 2009
Skills
Coaching, Public Speaking, Wellness, Nutrition, Psychotherapy, Case Managment, Team Building, Psychology, Weight, Clinical Research, Lifestyle, Case Management, Recruiting, Time Management, Program Development, Leadership Development, Mental Health, Wellness Coaching, Leadership, Healthcare
Education
New York University 2001 — 2003
M.A., Counseling
McGill University 1997 — 2000
B.A., Psychology
Cira Medical Services April 2014 - Present
Cira Medical Services December 2013 - Present
Healthier Ever After 2012 - Present
Dr. Jeremy Frank August 2012 - October 2013
Investors Group Financial Services Inc. September 2010 - September 2011
Big Brothers Big Sisters of Toronto February 2007 - June 2009
Skills
Coaching, Public Speaking, Wellness, Nutrition, Psychotherapy, Case Managment, Team Building, Psychology, Weight, Clinical Research, Lifestyle, Case Management, Recruiting, Time Management, Program Development, Leadership Development, Mental Health, Wellness Coaching, Leadership, Healthcare
Education
New York University 2001 — 2003
M.A., Counseling
McGill University 1997 — 2000
B.A., Psychology
Jason Fortier's Investors Group Financial Services Inc. Experience 2010 - January 2013
Job Ass't Coach at Rouyn Noranda Huskies (QMJHL)
Industry Sports
Experience
Rouyn Noranda Huskies June 2015 - Present
Future Pro's Hockey 2004 - Present
Toronto Patriots Jr. A (OJHL) April 2013 - June 2015
Investors Group Financial Services Inc. 2010 - January 2013
Vaughan Vipers Jr. A Hockey Club (OJHL) April 2008 - April 2012
Buckingham Sports April 2003 - May 2010
Skills
Customer Service, Sports Marketing, Sports Coaching, Sporting Goods Industry, Ice Hockey, Team Management, Strategic Financial..., Strength Training, Hockey, Marketing, Budgets, Management, Event Management, Athletics, Sports Management, Social Media, Sports, Coaching, Leadership, Recruiting, Team Building
Education
Humber College 1999 — 2001
Sault College 1997 — 1999
Rouyn Noranda Huskies June 2015 - Present
Future Pro's Hockey 2004 - Present
Toronto Patriots Jr. A (OJHL) April 2013 - June 2015
Investors Group Financial Services Inc. 2010 - January 2013
Vaughan Vipers Jr. A Hockey Club (OJHL) April 2008 - April 2012
Buckingham Sports April 2003 - May 2010
Skills
Customer Service, Sports Marketing, Sports Coaching, Sporting Goods Industry, Ice Hockey, Team Management, Strategic Financial..., Strength Training, Hockey, Marketing, Budgets, Management, Event Management, Athletics, Sports Management, Social Media, Sports, Coaching, Leadership, Recruiting, Team Building
Education
Humber College 1999 — 2001
Sault College 1997 — 1999
Adnan Choudhury Adnan Choudhury's Investors Group Financial Services Inc. Experience November 2009 - June 2010
Job MBA Graduate, Schulich School of Business
Industry Financial Services
Experience
Canadian Center for Diversity July 2011 - August 2012
Investors Group Financial Services Inc. November 2009 - June 2010
CDW November 2008 - June 2009
Standard Chartered Bank November 2007 - June 2008
Skills
Business Analysis, Financial Analysis, Financial Modeling, Business Strategy, Portfolio Management, Strategic Planning, Market Research, Project Management, Business Development, Marketing Strategy, Team Leadership, Investments
Education
York University - Schulich School of Business 2010 — 2012
Master of Business Administration (MBA), Finance, General
Lewis and Clark College 2003 — 2006
Bachelor of Arts, Economics & Mathematical Sciences
Canadian Center for Diversity July 2011 - August 2012
Investors Group Financial Services Inc. November 2009 - June 2010
CDW November 2008 - June 2009
Standard Chartered Bank November 2007 - June 2008
Skills
Business Analysis, Financial Analysis, Financial Modeling, Business Strategy, Portfolio Management, Strategic Planning, Market Research, Project Management, Business Development, Marketing Strategy, Team Leadership, Investments
Education
York University - Schulich School of Business 2010 — 2012
Master of Business Administration (MBA), Finance, General
Lewis and Clark College 2003 — 2006
Bachelor of Arts, Economics & Mathematical Sciences
Evan Mancer Evan Mancer's Investors Group Financial Services Inc. Experience 2001 - 2003
Job Chief Investment Officer, Cardinal Capital Management, Inc.
Industry Investment Management
Experience
Cardinal Capital Management, Inc. October 2003 - Present
Cardinal Capital Management, Inc. November 2003 - Present
Winnipeg Squash Racquet Club 2014 - Present
Investors Group Financial Services Inc. 2001 - 2003
Investors Group Financial Services Inc. 1999 - 2003
Skills
Retirement Planning, Trading, Portfolio Management, Investments, Mutual Funds, Financial Advisory, Foreign Exchange, Wealth Management, Finance, Investment Advisory, Investment Strategies, Strategic Financial..., Wealth, Wealth Management..., Asset Management, High Net Worth..., Equities, Estate Planning, Asset Allocation, Financial Planners, Financial Planning
Education
University of Manitoba 1995 — 1997
Commerce, Finance
Florida Atlantic University 1994 — 1995
Business, Finance
Shaftesbury
Cardinal Capital Management, Inc. October 2003 - Present
Cardinal Capital Management, Inc. November 2003 - Present
Winnipeg Squash Racquet Club 2014 - Present
Investors Group Financial Services Inc. 2001 - 2003
Investors Group Financial Services Inc. 1999 - 2003
Skills
Retirement Planning, Trading, Portfolio Management, Investments, Mutual Funds, Financial Advisory, Foreign Exchange, Wealth Management, Finance, Investment Advisory, Investment Strategies, Strategic Financial..., Wealth, Wealth Management..., Asset Management, High Net Worth..., Equities, Estate Planning, Asset Allocation, Financial Planners, Financial Planning
Education
University of Manitoba 1995 — 1997
Commerce, Finance
Florida Atlantic University 1994 — 1995
Business, Finance
Shaftesbury
Janet Foucault Janet Foucault's Investors Group Financial Services Inc. Experience November 2003 - December 2014
Job Estate and Trust Representative at MD Financial Management | Gestion financière MD
Industry Financial Services
Experience
MD Financial Management Gestion financière MD January 2015 - Present
Investors Group Financial Services Inc. November 2003 - December 2014
Royal Trust January 1996 - April 2001
Royal Trust May 1986 - January 1996
Skills
Microsoft Excel, Office Management, Administrative..., Office Administration, Insurance, Investments, Banking, Mutual Funds, Risk Management, Financial Planning, Wealth Management
Education
McMaster University 1972 — 1973
West Park High School 1967 — 1971
MD Financial Management Gestion financière MD January 2015 - Present
Investors Group Financial Services Inc. November 2003 - December 2014
Royal Trust January 1996 - April 2001
Royal Trust May 1986 - January 1996
Skills
Microsoft Excel, Office Management, Administrative..., Office Administration, Insurance, Investments, Banking, Mutual Funds, Risk Management, Financial Planning, Wealth Management
Education
McMaster University 1972 — 1973
West Park High School 1967 — 1971
Tony McWatt Tony McWatt's Investors Group Financial Services Inc. Experience September 2009 - June 2012
Job Publisher Graphic News
Industry Marketing and Advertising
Experience
TMac Enterprises November 2011 - Present
Digicel June 2012 - February 2013
Investors Group Financial Services Inc. September 2009 - June 2012
MoneyGram International April 2005 - January 2008
Western Union 1996 - 2001
Skills
Marketing Communications, Social Media, Financial Services, Public Relations, Public Speaking, Marketing Strategy, Social Media Marketing, Strategic Planning, Event Planning, Corporate Communications, Copywriting, Strategic Communications, Media Relations, Marketing, Project Management, Advertising, Marketing Management, Social Networking, Market Research
Education
George Brown College 1991 — 1992
Post Grad Dipolma, Event Management & Sports Marketing
TMac Enterprises November 2011 - Present
Digicel June 2012 - February 2013
Investors Group Financial Services Inc. September 2009 - June 2012
MoneyGram International April 2005 - January 2008
Western Union 1996 - 2001
Skills
Marketing Communications, Social Media, Financial Services, Public Relations, Public Speaking, Marketing Strategy, Social Media Marketing, Strategic Planning, Event Planning, Corporate Communications, Copywriting, Strategic Communications, Media Relations, Marketing, Project Management, Advertising, Marketing Management, Social Networking, Market Research
Education
George Brown College 1991 — 1992
Post Grad Dipolma, Event Management & Sports Marketing
Kseniya Yatsenko's Investors Group Financial Services Inc. Experience October 2008 - April 2009
Job Coordination Services Specialist at AmerisourceBergen
Industry Market Research
Experience
AmerisourceBergen January 2015 - Present
bMod Communications July 2013 - August 2014
bMod Communications May 2011 - July 2013
ROI Research on Investment November 2009 - May 2011
Procaps LP August 2009 - November 2009
Investors Group Financial Services Inc. October 2008 - April 2009
McGill Marketing Network September 2007 - April 2008
Wrigley June 2007 - August 2007
Skills
Advertising, Strategic Planning, Marketing, Market Research, Leadership, Marketing Research, Economic Development, Lead Generation, Business Development, International Relations, International Trade, Economics, Strategy, Competitive Analysis, Market Analysis
Education
McGill University 2005 — 2009
BCoom, Marketing, International Business
#153
Public School № 57
AmerisourceBergen January 2015 - Present
bMod Communications July 2013 - August 2014
bMod Communications May 2011 - July 2013
ROI Research on Investment November 2009 - May 2011
Procaps LP August 2009 - November 2009
Investors Group Financial Services Inc. October 2008 - April 2009
McGill Marketing Network September 2007 - April 2008
Wrigley June 2007 - August 2007
Skills
Advertising, Strategic Planning, Marketing, Market Research, Leadership, Marketing Research, Economic Development, Lead Generation, Business Development, International Relations, International Trade, Economics, Strategy, Competitive Analysis, Market Analysis
Education
McGill University 2005 — 2009
BCoom, Marketing, International Business
#153
Public School № 57
Julie Yarwood Julie Yarwood's Investors Group Financial Services Inc. Experience October 2002 - Present
Job Business Development Coordinator at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. October 2002 - Present
Investors Group Financial Services Inc. September 1999 - Present
Metropolitan Separate School Board September 1985 - June 1995
Skills
Administration, Customer Relations, Customer Service, Problem Solving, Mentoring, System Administration, Recruiting, Event Planning, Training, Strategic Financial..., Budgets, Business Planning, Management, Risk Management, Insurance, Strategic Planning, Business Development, Investments, Coaching, Team Leadership
Education
George Brown College 1988 — 1990
Child & Youth Worker
Midland Avenue C.I. 1964 — 1968
Investors Group Financial Services Inc. October 2002 - Present
Investors Group Financial Services Inc. September 1999 - Present
Metropolitan Separate School Board September 1985 - June 1995
Skills
Administration, Customer Relations, Customer Service, Problem Solving, Mentoring, System Administration, Recruiting, Event Planning, Training, Strategic Financial..., Budgets, Business Planning, Management, Risk Management, Insurance, Strategic Planning, Business Development, Investments, Coaching, Team Leadership
Education
George Brown College 1988 — 1990
Child & Youth Worker
Midland Avenue C.I. 1964 — 1968
Suzie Murray Suzie Murray's Investors Group Financial Services Inc. Experience September 2007 - October 2014
Job Client Manager at Strive Financial Inc.
Industry Financial Services
Experience
Strive Financial Inc. October 2014 - Present
Investors Group Financial Services Inc. September 2007 - October 2014
Culina Mill Creek 2004 - 2009
ATB Financial May 2006 - September 2007
Skills
Strategic Financial..., Retirement Planning, Financial Planners, Wealth Management, Insurance, Investments, Risk Management, Critical Illness, Mutual Funds, Retirement, Strategic Planning, Business Analysis, Disability Insurance, Wealth, Portfolio Management
Education
Grant Macewan College 1998 — 2001
Massage Therapy
University of Manitoba 1994 — 1997
General Sciences
Strive Financial Inc. October 2014 - Present
Investors Group Financial Services Inc. September 2007 - October 2014
Culina Mill Creek 2004 - 2009
ATB Financial May 2006 - September 2007
Skills
Strategic Financial..., Retirement Planning, Financial Planners, Wealth Management, Insurance, Investments, Risk Management, Critical Illness, Mutual Funds, Retirement, Strategic Planning, Business Analysis, Disability Insurance, Wealth, Portfolio Management
Education
Grant Macewan College 1998 — 2001
Massage Therapy
University of Manitoba 1994 — 1997
General Sciences
Stephen Maroof's Investors Group Financial Services Inc. Experience December 2008 - Present
Job Financial Security Advisor
Industry Investment Management
Experience
Investors Group Financial Services Inc. December 2008 - Present
Education
McGill University 1999 — 2002
Investors Group Financial Services Inc. December 2008 - Present
Education
McGill University 1999 — 2002
Harvey Segal's Investors Group Financial Services Inc. Experience 2003 - August 2010
Job President at Metric Sun Equity, CoFounder at Kazoo Digital
Industry Real Estate
Experience
Metric Sun Equity June 2013 - Present
Kazoo Digital Inc. September 2009 - December 2014
Moroccanoil July 2010 - November 2012
Investors Group Financial Services Inc. 2003 - August 2010
Skills
Entrepreneurship, Business Strategy, Marketing Strategy, New Business Development, Digital Marketing, Competitive Analysis, Management, Strategy, Strategic Planning, E-commerce, Social Media Marketing, Digital Strategy, Investments, Financial Analysis, Start-ups, Management Consulting, Commercial Real Estate, Asset Management, Real Estate Transactions, Real Estate Financing, Mortgage Lending, Project Management
Education
McGill University 1997 — 2000
B.Comm, Finance, Entrepreneurship
Metric Sun Equity June 2013 - Present
Kazoo Digital Inc. September 2009 - December 2014
Moroccanoil July 2010 - November 2012
Investors Group Financial Services Inc. 2003 - August 2010
Skills
Entrepreneurship, Business Strategy, Marketing Strategy, New Business Development, Digital Marketing, Competitive Analysis, Management, Strategy, Strategic Planning, E-commerce, Social Media Marketing, Digital Strategy, Investments, Financial Analysis, Start-ups, Management Consulting, Commercial Real Estate, Asset Management, Real Estate Transactions, Real Estate Financing, Mortgage Lending, Project Management
Education
McGill University 1997 — 2000
B.Comm, Finance, Entrepreneurship
Kenton Waterman's Investors Group Financial Services Inc. Experience September 2007 - May 2015
Job Searching for a new job opportunity.
Industry Financial Services
Experience
Investors Group Financial Services Inc September 2007 - May 2015
Department of National Defence October 2007 - October 2012
Canadian Forces February 1982 - October 2007
Skills
Leadership, Project Planning, Team Building, Operations Management, Program Management, Customer Service, Process Improvement, Risk Management, Change Management, Negotiation, Coaching, Cross-functional Team..., Project Management, Performance Management, Logistics, Defence, Personal Financial..., Life Insurance, Team Leadership, Defense, Government
Education
George Brown College 2007 — 2015
Finance.
George Brown College
Investors Group Financial Services Inc September 2007 - May 2015
Department of National Defence October 2007 - October 2012
Canadian Forces February 1982 - October 2007
Skills
Leadership, Project Planning, Team Building, Operations Management, Program Management, Customer Service, Process Improvement, Risk Management, Change Management, Negotiation, Coaching, Cross-functional Team..., Project Management, Performance Management, Logistics, Defence, Personal Financial..., Life Insurance, Team Leadership, Defense, Government
Education
George Brown College 2007 — 2015
Finance.
George Brown College
Cam Levitt, CIM's Investors Group Financial Services Inc. Experience August 2010 - Present
Job Management Consultant
Industry Financial Services
Experience
Investors Group Financial Services Inc. August 2010 - Present
Merit Investment Corp. 1996 - 1999
Skills
Retirement Planning, Retirement, Financial Services, Finance, Investments, Portfolio Management, Financial Planning
Education
King's University College 1985 — 1989
Investors Group Financial Services Inc. August 2010 - Present
Merit Investment Corp. 1996 - 1999
Skills
Retirement Planning, Retirement, Financial Services, Finance, Investments, Portfolio Management, Financial Planning
Education
King's University College 1985 — 1989
Fjoralda Beneja's Investors Group Financial Services Inc. Experience October 2008 - Present
Job Financial Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. October 2008 - Present
Education
George Brown College 2005 — 2008
Investors Group Financial Services Inc. October 2008 - Present
Education
George Brown College 2005 — 2008
D'Arcy Carney's Investors Group Financial Services Inc. Experience December 2008 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. December 2008 - Present
Credit Suisse May 2009 - June 2009
BMO Nesbitt Burns June 1992 - June 2008
BMO Financial Group 1992 - 2008
Bank of Montreal 1992 - 2008
Skills
Corporate Actions, Settlements, Securities Lending, Wealth Management, Asset Management, Customer Relations, Call Center, Client Service, FX, Collateral Management, Reconciliations, Documentation, Financial Planning, Dividends, Equities, Financial Services, Securities, Business Process..., Management, Customer Service, Team Building, Settlement, Back Office, FX Options, Strategic Financial..., Asset Managment, Relationship Management, Banking, Mutual Funds, Finance, Wealth Management..., Retirement, Investment Advisory, Retirement Planning, Investment Strategies, Wealth, Fixed Income
Education
Humber College
Investors Group Financial Services Inc. December 2008 - Present
Credit Suisse May 2009 - June 2009
BMO Nesbitt Burns June 1992 - June 2008
BMO Financial Group 1992 - 2008
Bank of Montreal 1992 - 2008
Skills
Corporate Actions, Settlements, Securities Lending, Wealth Management, Asset Management, Customer Relations, Call Center, Client Service, FX, Collateral Management, Reconciliations, Documentation, Financial Planning, Dividends, Equities, Financial Services, Securities, Business Process..., Management, Customer Service, Team Building, Settlement, Back Office, FX Options, Strategic Financial..., Asset Managment, Relationship Management, Banking, Mutual Funds, Finance, Wealth Management..., Retirement, Investment Advisory, Retirement Planning, Investment Strategies, Wealth, Fixed Income
Education
Humber College
Mardy Thong's Investors Group Financial Services Inc. Experience January 2010 - Present
Job Consultant
Industry Electrical/Electronic Manufacturing
Experience
Investors Group Financial Services Inc. January 2010 - Present
Education
Fanshawe College 2008 — 2009
diploma, Electronics Engineering Technician Robotics and Automation
Investors Group Financial Services Inc. January 2010 - Present
Education
Fanshawe College 2008 — 2009
diploma, Electronics Engineering Technician Robotics and Automation
Laurie Edgelow's Investors Group Financial Services Inc. Experience 1996 - 1997
Job Virtual Administrative Support to Business Coaches and Trainers Nation Wide
Industry Professional Training & Coaching
Experience
Virtual Administrative Services January 2004 - Present
Banyan Capital 2002 - 2003
RSA Security 2000 - 2002
SNC Lavalin Transportation 1998 - 2000
Investors Group Financial Services Inc. 1996 - 1997
Education
Douglas College 2003 — 2003
Self-Employment Program
Virtual Administrative Services January 2004 - Present
Banyan Capital 2002 - 2003
RSA Security 2000 - 2002
SNC Lavalin Transportation 1998 - 2000
Investors Group Financial Services Inc. 1996 - 1997
Education
Douglas College 2003 — 2003
Self-Employment Program
Tomasz Machaj's Investors Group Financial Services Inc. Experience November 2006 - November 2009
Job Consultant at Investors Group
Industry Financial Services
Experience
Coin Gallery London March 2011 - Present
Investors Group Financial Services Inc. November 2006 - November 2009
Education
Fanshawe College 2004 — 2006
Finance
Coin Gallery London March 2011 - Present
Investors Group Financial Services Inc. November 2006 - November 2009
Education
Fanshawe College 2004 — 2006
Finance
Joseph Alves's Investors Group Financial Services Inc. Experience September 2007 - Present
Job VicePresident, Financial Services at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. September 2007 - Present
BMO Bank of Montreal September 2005 - September 2007
BMO Bank of Montreal September 2003 - September 2005
Skills
Financial Services, Loans, Commercial Banking, Retirement Planning, Wealth, Investment Strategies, Investment Advisory, Strategic Financial..., Mutual Funds, Wealth Management, Business Strategy, Portfolio Management, Investments, Financial Advisory, Retirement, Estate Planning, Financial Planning
Education
Dalhousie University 1999 — 2004
MBA, Financial Services
The Institute of Canadian Bankers 1999 — 2003
FICB, Fellow of The Institute of Canadian Bankers
Financial Planners Standards Council 1996 — 1999
CFP, Financial Planning
University of Alberta 1991 — 1993
B.Comm, Finance & Accounting
University of Alberta 1987 — 1991
BSc., Mathematics & Physics
O'Leary High School
Investors Group Financial Services Inc. September 2007 - Present
BMO Bank of Montreal September 2005 - September 2007
BMO Bank of Montreal September 2003 - September 2005
Skills
Financial Services, Loans, Commercial Banking, Retirement Planning, Wealth, Investment Strategies, Investment Advisory, Strategic Financial..., Mutual Funds, Wealth Management, Business Strategy, Portfolio Management, Investments, Financial Advisory, Retirement, Estate Planning, Financial Planning
Education
Dalhousie University 1999 — 2004
MBA, Financial Services
The Institute of Canadian Bankers 1999 — 2003
FICB, Fellow of The Institute of Canadian Bankers
Financial Planners Standards Council 1996 — 1999
CFP, Financial Planning
University of Alberta 1991 — 1993
B.Comm, Finance & Accounting
University of Alberta 1987 — 1991
BSc., Mathematics & Physics
O'Leary High School
Brian Gilley's Investors Group Financial Services Inc. Experience November 2011 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. November 2011 - Present
EMG Industries Ltd 2006 - 2011
Vancouver Airport Authority 2007 - 2009
Please Mum 2001 - 2004
Skills
Investments and Wealth..., Investment Strategies, Comprehensive Strategic..., Personal Finance, Cash Management and..., Insurance Needs Analysis, Retirement Planning, Estate Planning..., Elder Planning, Strategic planning..., Strategic planning for..., Team Building, Team Leadership, Financial Planning, RRSP
Education
Ivey Business School at Western University 1979 — 1981
MBA, Operations and Finance
The University of British Columbia 1975 — 1979
Bachelor of Science, Biochemistry
Investors Group Financial Services Inc. November 2011 - Present
EMG Industries Ltd 2006 - 2011
Vancouver Airport Authority 2007 - 2009
Please Mum 2001 - 2004
Skills
Investments and Wealth..., Investment Strategies, Comprehensive Strategic..., Personal Finance, Cash Management and..., Insurance Needs Analysis, Retirement Planning, Estate Planning..., Elder Planning, Strategic planning..., Strategic planning for..., Team Building, Team Leadership, Financial Planning, RRSP
Education
Ivey Business School at Western University 1979 — 1981
MBA, Operations and Finance
The University of British Columbia 1975 — 1979
Bachelor of Science, Biochemistry
Marc Bains's Investors Group Financial Services Inc. Experience August 2009 - January 2014
Job Associate at GKUP Coffee
Industry Information Technology and Services
Experience
G-KUP Coffee April 2015 - Present
ABS International Group January 2014 - January 2015
MyCozyPad 2015 - 2015
Investors Group Financial Services Inc. August 2009 - January 2014
West X Business Solutions February 2008 - August 2009
IKEA December 2003 - July 2007
Sunset Community Center July 2003 - August 2004
Skills
Strategy, Leadership, Management, Marketing Strategy, Business Strategy, Business Development, Marketing Communications, Oil & Gas Industry, Power Generation, Business Communications, Web Design, Business Process, Insurance, Investment Strategies, Project Planning, Retirement Planning, Sales, Strategic Financial...
Education
Kwantlen University College 2004 — 2007
BBA, Entrepreneurial Leadership
Kwantlen University 2007 2003 — 2007
Bachelours, Business Administration
John Oliver
G-KUP Coffee April 2015 - Present
ABS International Group January 2014 - January 2015
MyCozyPad 2015 - 2015
Investors Group Financial Services Inc. August 2009 - January 2014
West X Business Solutions February 2008 - August 2009
IKEA December 2003 - July 2007
Sunset Community Center July 2003 - August 2004
Skills
Strategy, Leadership, Management, Marketing Strategy, Business Strategy, Business Development, Marketing Communications, Oil & Gas Industry, Power Generation, Business Communications, Web Design, Business Process, Insurance, Investment Strategies, Project Planning, Retirement Planning, Sales, Strategic Financial...
Education
Kwantlen University College 2004 — 2007
BBA, Entrepreneurial Leadership
Kwantlen University 2007 2003 — 2007
Bachelours, Business Administration
John Oliver
Bill Eighteen's Investors Group Financial Services Inc. Experience April 2013 - Present
Job Consultant at Investors Group
Industry Health, Wellness and Fitness
Experience
Investors Group Financial Services Inc. April 2013 - Present
Procter & Gamble September 2006 - September 2012
Innovation in Business Development, London, ON 2005 - 2006
Attache Group Inc. 2004 - 2005
Royal LePage 2003 - 2004
Skills
Sales Management, Consultative Selling, Sales Force..., Customer Relations, Diabetes, Account Management, Healthcare, Medical Supplies, Negotiation, Territory Analysis, Customer Service, Product Knowledge, Project Managers, Strategic Planning, Problem Solving, Process Improvement, Needs Analysis, Team Building, Training, HR Project Management, Information Technology..., Sales, Salesforce.com, Sales&Marketing, Business Development, Market Analysis, Dental Sales, Territory Account..., Contract Negotiation, Sales Effectiveness, Management Consulting, Selling, Analysis, Medical Equipment, Management, Coaching, Project Management, Leadership, CRM, Strategy
Education
Ivey Business School at Western University 2003 — 2004
MBA, Business
Investors Group Financial Services Inc. April 2013 - Present
Procter & Gamble September 2006 - September 2012
Innovation in Business Development, London, ON 2005 - 2006
Attache Group Inc. 2004 - 2005
Royal LePage 2003 - 2004
Skills
Sales Management, Consultative Selling, Sales Force..., Customer Relations, Diabetes, Account Management, Healthcare, Medical Supplies, Negotiation, Territory Analysis, Customer Service, Product Knowledge, Project Managers, Strategic Planning, Problem Solving, Process Improvement, Needs Analysis, Team Building, Training, HR Project Management, Information Technology..., Sales, Salesforce.com, Sales&Marketing, Business Development, Market Analysis, Dental Sales, Territory Account..., Contract Negotiation, Sales Effectiveness, Management Consulting, Selling, Analysis, Medical Equipment, Management, Coaching, Project Management, Leadership, CRM, Strategy
Education
Ivey Business School at Western University 2003 — 2004
MBA, Business
Jerry Preston's Investors Group Financial Services Inc. Experience PartnerPricewaterhouseCoopersApril 1974 - June 2002
Job Associate Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. PartnerPricewaterhouseCoopersApril 1974 - June 2002
Education
McGill University 1960 — 1964
B.Com, Accountancy
Investors Group Financial Services Inc. PartnerPricewaterhouseCoopersApril 1974 - June 2002
Education
McGill University 1960 — 1964
B.Com, Accountancy
Meina Fang's Investors Group Financial Services Inc. Experience December 2009 - August 2010
Job Financial Planner, Investment & Retirement Planning at RBC
Industry Retail
Experience
RBC Royal Bank January 2014 - Present
RBC Royal Bank September 2012 - December 2013
RBC Royal Bank September 2010 - September 2012
Investors Group Financial Services Inc. December 2009 - August 2010
Provalis Research May 2008 - September 2008
Reseau Immobilier La Capitale September 2007 - May 2008
Skills
Customer Service, Microsoft Office, Team Leadership, Marketing, Sales, Financial Planning, Financial Analysis
Education
McGill University 2006 — 2009
Bac, Marketing, Entrepreneurship
Marianopolis College 2004 — 2006
DEC, Commerce
RBC Royal Bank January 2014 - Present
RBC Royal Bank September 2012 - December 2013
RBC Royal Bank September 2010 - September 2012
Investors Group Financial Services Inc. December 2009 - August 2010
Provalis Research May 2008 - September 2008
Reseau Immobilier La Capitale September 2007 - May 2008
Skills
Customer Service, Microsoft Office, Team Leadership, Marketing, Sales, Financial Planning, Financial Analysis
Education
McGill University 2006 — 2009
Bac, Marketing, Entrepreneurship
Marianopolis College 2004 — 2006
DEC, Commerce
Shirene Wood's Investors Group Financial Services Inc. Experience September 2010 - March 2013
Job Financial Services Consultant at Sun Life Financial Canada
Industry Financial Services
Experience
Investors Group Financial Services Inc. September 2010 - March 2013
Medavie Blue Cross July 2009 - December 2009
CIBC Mellon 2007 - 2008
ACS Buck Consulting 2007 - 2007
Mercer Human Resource Consulting 2001 - 2005
Regional Municipality of Durham 1990 - 2000
Skills
Employee Benefits, Insurance, Pensions, Health Insurance, Performance Management, Risk Management, Customer Service, Public Speaking, Strategic Financial..., Investments, Retirement, Microsoft Excel, Succession Planning, Analysis, Employee Relations, Recruiting, Deferred Compensation, Retirement Planning, Mutual Funds, Disability Insurance
Education
Durham College 1978 — 1979
Business Administration
Durham College
Investors Group Financial Services Inc. September 2010 - March 2013
Medavie Blue Cross July 2009 - December 2009
CIBC Mellon 2007 - 2008
ACS Buck Consulting 2007 - 2007
Mercer Human Resource Consulting 2001 - 2005
Regional Municipality of Durham 1990 - 2000
Skills
Employee Benefits, Insurance, Pensions, Health Insurance, Performance Management, Risk Management, Customer Service, Public Speaking, Strategic Financial..., Investments, Retirement, Microsoft Excel, Succession Planning, Analysis, Employee Relations, Recruiting, Deferred Compensation, Retirement Planning, Mutual Funds, Disability Insurance
Education
Durham College 1978 — 1979
Business Administration
Durham College
Kirsty Peng's Investors Group Financial Services Inc. Experience January 2008 - June 2010
Job Accountant at GeoPacific Consultants Ltd.
Industry Accounting
Experience
GeoPacific Consultants Ltd. http://www.geopacific.ca/ October 2013 - Present
WEST POINT PROMOTIONS GROUP INC. August 2008 - October 2013
Times Telecom January 2011 - September 2013
CGA Firm June 2010 - November 2010
Investors Group Financial Services Inc. January 2008 - June 2010
BASF April 2000 - October 2007
Skills
Financial Analysis, Accounting, Financial Reporting, Cash Flow, Accounts Payable, Auditing, Account Reconciliation, QuickBooks, Financial Accounting, Customer Service, Cost Accounting, Accounts Receivable, IFRS, General Ledger, Financial Statements, Variance Analysis
Education
Laurentian University/Université Laurentienne 2010 — 2013
Bachelor's Degree, Commerce
Certified General Accountants
CPA, CGA, Accounting
GeoPacific Consultants Ltd. http://www.geopacific.ca/ October 2013 - Present
WEST POINT PROMOTIONS GROUP INC. August 2008 - October 2013
Times Telecom January 2011 - September 2013
CGA Firm June 2010 - November 2010
Investors Group Financial Services Inc. January 2008 - June 2010
BASF April 2000 - October 2007
Skills
Financial Analysis, Accounting, Financial Reporting, Cash Flow, Accounts Payable, Auditing, Account Reconciliation, QuickBooks, Financial Accounting, Customer Service, Cost Accounting, Accounts Receivable, IFRS, General Ledger, Financial Statements, Variance Analysis
Education
Laurentian University/Université Laurentienne 2010 — 2013
Bachelor's Degree, Commerce
Certified General Accountants
CPA, CGA, Accounting
Shawn Luo's Investors Group Financial Services Inc. Experience September 2006 - October 2010
Job Investment Advisor
Industry Financial Services
Experience
RBC Dominion Securities October 2010 - Present
Investors Group Financial Services Inc. September 2006 - October 2010
Education
Ivey Business School at Western University 2004 — 2006
MBA, Finance
RBC Dominion Securities October 2010 - Present
Investors Group Financial Services Inc. September 2006 - October 2010
Education
Ivey Business School at Western University 2004 — 2006
MBA, Finance
Betty Ann Mader's Investors Group Financial Services Inc. Experience September 2008 - Present
Job Assistant to Division Director & Recruiting Associate at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. September 2008 - Present
Investors Group 2008 - Present
CIBC March 2000 - September 2008
CIBC April 1975 - March 2000
Education
Dalhousie University 1971 — 1975
THEATRE, MATHEMATICS
Investors Group Financial Services Inc. September 2008 - Present
Investors Group 2008 - Present
CIBC March 2000 - September 2008
CIBC April 1975 - March 2000
Education
Dalhousie University 1971 — 1975
THEATRE, MATHEMATICS
Faiq Usmani's Investors Group Financial Services Inc. Experience February 2011 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. February 2011 - Present
Wells Fargo Financial February 2001 - October 2009
Skills
Mutual Funds, Investment Advisory, Wealth Management, Cash Management, Credit, Commercial Banking, Banking
Education
Institute of Business Administration 1970 — 1974
MBA, Finance
Cadet College Hasanabdal 1957 — 1962
High Scool
University of the Punjab, Lahore
Bachelor of Science (BSc), Mathematics
Investors Group Financial Services Inc. February 2011 - Present
Wells Fargo Financial February 2001 - October 2009
Skills
Mutual Funds, Investment Advisory, Wealth Management, Cash Management, Credit, Commercial Banking, Banking
Education
Institute of Business Administration 1970 — 1974
MBA, Finance
Cadet College Hasanabdal 1957 — 1962
High Scool
University of the Punjab, Lahore
Bachelor of Science (BSc), Mathematics
Nadine Rowe's Investors Group Financial Services Inc. Experience March 2004 - Present
Job Region Coordinator at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. March 2004 - Present
The MI Group April 2001 - October 2003
IMG Media April 1999 - April 2001
Skills
Leadership, Management, Training, Human Resources, Problem Solving, Customer Service
Education
Humber College 1992 — 1995
Business
Investors Group Financial Services Inc. March 2004 - Present
The MI Group April 2001 - October 2003
IMG Media April 1999 - April 2001
Skills
Leadership, Management, Training, Human Resources, Problem Solving, Customer Service
Education
Humber College 1992 — 1995
Business
Chaim Goldberg's Investors Group Financial Services Inc. Experience October 1992 - Present
Job Financial Planner at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. October 1992 - Present
Joseph E. Seagram 1987 - 1991
Joseph E. Seagram 1981 - 1987
Skills
Financial Planner /...
Education
McGill University 1981 — 1985
MBA
Carleton Univesity 1977 — 1980
Masters Science, Chemistry
Investors Group Financial Services Inc. October 1992 - Present
Joseph E. Seagram 1987 - 1991
Joseph E. Seagram 1981 - 1987
Skills
Financial Planner /...
Education
McGill University 1981 — 1985
MBA
Carleton Univesity 1977 — 1980
Masters Science, Chemistry
Duncan McRae's Investors Group Financial Services Inc. Experience August 2010 - August 2012
Job Advisor
Industry Financial Services
Experience
Sun Life Financial July 2013 - Present
Investors Group Financial Services Inc. August 2010 - August 2012
Education
Dalhousie University
BA, Economics
Sun Life Financial July 2013 - Present
Investors Group Financial Services Inc. August 2010 - August 2012
Education
Dalhousie University
BA, Economics
Sudhir Devalia's Investors Group Financial Services Inc. Experience June 2003 - August 2004
Job Director of Contracts at Emmes
Industry Government Relations
Experience
Emmes September 2013 - Present
United States Department of Defense December 2012 - September 2013
United States Department of Defense January 2007 - April 2012
George Mason University December 2005 - December 2006
Finance Bank of Zambia November 2004 - August 2005
Investors Group Financial Services Inc. June 2003 - August 2004
Skills
Contract Management, National Security, Research, Program Management, Corporate Advisory, Budgets, Process Improvement, Proposal Writing, Government, Human Resources, Policy, Analysis, Mergers & Acquisitions, Leadership, DoD, Risk Management, Management, Strategic Planning, Strategy
Education
McGill University
Bachelor of Commerce (B.Com.), Management Information Systems
George Mason University
M.A., International Commerce and Policy
Emmes September 2013 - Present
United States Department of Defense December 2012 - September 2013
United States Department of Defense January 2007 - April 2012
George Mason University December 2005 - December 2006
Finance Bank of Zambia November 2004 - August 2005
Investors Group Financial Services Inc. June 2003 - August 2004
Skills
Contract Management, National Security, Research, Program Management, Corporate Advisory, Budgets, Process Improvement, Proposal Writing, Government, Human Resources, Policy, Analysis, Mergers & Acquisitions, Leadership, DoD, Risk Management, Management, Strategic Planning, Strategy
Education
McGill University
Bachelor of Commerce (B.Com.), Management Information Systems
George Mason University
M.A., International Commerce and Policy
Elena Kichiguina's Investors Group Financial Services Inc. Experience June 2010 - April 2012
Job Financial Services Representative at CIBC
Industry Financial Services
Experience
CIBC May 2012 - Present
CIBC May 2012 - Present
Investors Group Financial Services Inc. June 2010 - April 2012
Dalton Pharma Services August 2001 - June 2005
Skills
Financial Planners, Wealth Management, Retirement Planning, Mutual Funds, Pensions, Strategic Financial..., Investments, Investment Strategies, Wealth, Financial Advisory, Retirement, Investment Advisory
Education
Gubkin Russian State University of Oil and Gas (former Moscow State Academy of Oil and Gas)
Bachelor's degree
CIBC May 2012 - Present
CIBC May 2012 - Present
Investors Group Financial Services Inc. June 2010 - April 2012
Dalton Pharma Services August 2001 - June 2005
Skills
Financial Planners, Wealth Management, Retirement Planning, Mutual Funds, Pensions, Strategic Financial..., Investments, Investment Strategies, Wealth, Financial Advisory, Retirement, Investment Advisory
Education
Gubkin Russian State University of Oil and Gas (former Moscow State Academy of Oil and Gas)
Bachelor's degree
James A. Hunter's Investors Group Financial Services Inc. Experience January 1989 - December 1990
Job Investment Advisor at DFS Inc.
Industry Financial Services
Experience
DFS Inc. January 2013 - Present
MGI Financial Inc. January 2009 - December 2012
MGI Financial January 1991 - December 2010
Investors Group Financial Services Inc. January 1989 - December 1990
Continental Carlise Douglas Securities November 1985 - November 1988
Skills
Retirement Planning, Mutual Funds, Disability Insurance, Investments, Insurance, Small Business, Financial Advisory, Retirement, Wealth Management, Estate Planning, Strategic Financial..., Wealth, Fixed Annuities, Financial Planners, Pensions, Critical Illness, Portfolio Management, Asset Management, Segregated Funds, Investment Advisory, Financial Planning
Education
Canadian Academy of Seniors Advisors 2005 — 2005
CSA, Advising Seniors
Canadian Association of Insurance and Financial Advisors 1998 — 1999
Life Underwriter
The Canadian Securities Institute 1985 — 1986
CSC, Securities
Douglas College 1982 — 1983
Economics
DFS Inc. January 2013 - Present
MGI Financial Inc. January 2009 - December 2012
MGI Financial January 1991 - December 2010
Investors Group Financial Services Inc. January 1989 - December 1990
Continental Carlise Douglas Securities November 1985 - November 1988
Skills
Retirement Planning, Mutual Funds, Disability Insurance, Investments, Insurance, Small Business, Financial Advisory, Retirement, Wealth Management, Estate Planning, Strategic Financial..., Wealth, Fixed Annuities, Financial Planners, Pensions, Critical Illness, Portfolio Management, Asset Management, Segregated Funds, Investment Advisory, Financial Planning
Education
Canadian Academy of Seniors Advisors 2005 — 2005
CSA, Advising Seniors
Canadian Association of Insurance and Financial Advisors 1998 — 1999
Life Underwriter
The Canadian Securities Institute 1985 — 1986
CSC, Securities
Douglas College 1982 — 1983
Economics
Ana Abdollahi's Investors Group Financial Services Inc. Experience March 2011 - Present
Job Financial Consultant at Investors Group Financial Services Inc.
Industry Public Relations and Communications
Experience
Investors Group Financial Services Inc. March 2011 - Present
Education
George Brown College 2009 — 2011
Investors Group Financial Services Inc. March 2011 - Present
Education
George Brown College 2009 — 2011
Grant O'Connor's Investors Group Financial Services Inc. Experience 2009 - 2011
Job Managing Director at The Bear Traps Report
Industry Financial Services
Experience
The Bear Traps Report April 2014 - Present
First Trust February 2014 - April 2014
Manulife Securities January 2011 - January 2014
Manulife Securities Insurance Inc. January 2011 - January 2014
Investors Group Financial Services Inc. 2009 - 2011
Skills
Investment Advisory, Wealth Management, Investments, Insurance, Mutual Funds, Finance
Education
CSC
Fanshawe College
Business, Financial Planning
The Bear Traps Report April 2014 - Present
First Trust February 2014 - April 2014
Manulife Securities January 2011 - January 2014
Manulife Securities Insurance Inc. January 2011 - January 2014
Investors Group Financial Services Inc. 2009 - 2011
Skills
Investment Advisory, Wealth Management, Investments, Insurance, Mutual Funds, Finance
Education
CSC
Fanshawe College
Business, Financial Planning
Seta Shishmanian's Investors Group Financial Services Inc. Experience 2008 - Present
Job Executive Assistant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. 2008 - Present
Skills
Microsoft Excel, Banking, Access, Outlook, Investments, Office Administration, Office Management, Administrative..., PowerPoint, Travel Arrangements, Risk Management, Project Planning
Education
Lebanese American University 1985 — 1990
Bachelor of Science (B.Sc.), Computer Science, Programming & Analysis
Lebanese American University 1985 — 1990
Bachelor of Applied Science (BASc), Computer Science & Analysis
Tarouhy Hagopian / Hovagimian Manougian
High School
Investors Group Financial Services Inc. 2008 - Present
Skills
Microsoft Excel, Banking, Access, Outlook, Investments, Office Administration, Office Management, Administrative..., PowerPoint, Travel Arrangements, Risk Management, Project Planning
Education
Lebanese American University 1985 — 1990
Bachelor of Science (B.Sc.), Computer Science, Programming & Analysis
Lebanese American University 1985 — 1990
Bachelor of Applied Science (BASc), Computer Science & Analysis
Tarouhy Hagopian / Hovagimian Manougian
High School
Mary Ann Kokan-Nyhof, CFP, CPCA's Investors Group Financial Services Inc. Experience 1998 - 2001
Job VP, Kilcona Branch at Desjardins Financial Security Investments Inc
Industry Financial Services
Experience
Desjardins Financial Security Investments Inc 2001 - Present
Financial Planning Standards Council 2011 - Present
MGI Wealth Inc March 2001 - December 2011
Investors Group Financial Services Inc. 1998 - 2001
Skills
Mutual Funds, Wealth Management, Insurance, Strategic Financial..., Intergenerational..., Retirement Planning, Planned Giving, Team Management, Sales Management, Estate Planning, Financial Advisory, Financial Planning, Disability Insurance, Retirement, Investment Strategies, Investments, Financial Services, Investment Advisory
Education
Financial Planners Standards Council
Certified Financial Planner, Financial Planning and Services
Douglas College
St. Mary's Academy , Winnipeg, MB
Desjardins Financial Security Investments Inc 2001 - Present
Financial Planning Standards Council 2011 - Present
MGI Wealth Inc March 2001 - December 2011
Investors Group Financial Services Inc. 1998 - 2001
Skills
Mutual Funds, Wealth Management, Insurance, Strategic Financial..., Intergenerational..., Retirement Planning, Planned Giving, Team Management, Sales Management, Estate Planning, Financial Advisory, Financial Planning, Disability Insurance, Retirement, Investment Strategies, Investments, Financial Services, Investment Advisory
Education
Financial Planners Standards Council
Certified Financial Planner, Financial Planning and Services
Douglas College
St. Mary's Academy , Winnipeg, MB
Bernard Serieux's Investors Group Financial Services Inc. Experience August 2010 - June 2011
Job Screenwriter
Industry Financial Services
Experience
Sun Life Financial June 2011 - March 2012
Investors Group Financial Services Inc. August 2010 - June 2011
Skills
Strategic Financial...
Education
Fanshawe College
Financial Planning Services
St. John's college
Sun Life Financial June 2011 - March 2012
Investors Group Financial Services Inc. August 2010 - June 2011
Skills
Strategic Financial...
Education
Fanshawe College
Financial Planning Services
St. John's college
Trevor Pyka's Investors Group Financial Services Inc. Experience September 2011 - July 2012
Job Hardgoods Sports Advisor at National Sports
Industry Financial Services
Experience
National Sports August 2013 - Present
Investors Group Financial Services Inc. September 2011 - July 2012
Fanshawe College 2009 - 2011
Skills
Wealth Management
Education
Fanshawe College 2008 — 2011
Business, Financial Planning and Services
National Sports August 2013 - Present
Investors Group Financial Services Inc. September 2011 - July 2012
Fanshawe College 2009 - 2011
Skills
Wealth Management
Education
Fanshawe College 2008 — 2011
Business, Financial Planning and Services
Lynn Goodale's Investors Group Financial Services Inc. Experience March 2004 - September 2006
Job Communications Services at Emeritus Financial Strategies
Industry Financial Services
Experience
Emeritus Financial Strategies September 2009 - Present
Aston Jacobs, Inc. April 2008 - December 2008
Investors Group Financial Services Inc. March 2004 - September 2006
Key Equipment Finance September 1999 - March 2004
Skills
Financial Services, Marketing, Event Planning, Marketing Communications, Customer Service, Wealth Management, Portfolio Management, Investments, Social Media Marketing, Office Administration, Leadership
Education
Loyalist College 1996 — 1998
Diploma, Journalism
Emeritus Financial Strategies September 2009 - Present
Aston Jacobs, Inc. April 2008 - December 2008
Investors Group Financial Services Inc. March 2004 - September 2006
Key Equipment Finance September 1999 - March 2004
Skills
Financial Services, Marketing, Event Planning, Marketing Communications, Customer Service, Wealth Management, Portfolio Management, Investments, Social Media Marketing, Office Administration, Leadership
Education
Loyalist College 1996 — 1998
Diploma, Journalism
Tavares Kudinda's Investors Group Financial Services Inc. Experience July 2012 - Present
Job Financial Consultant at Investors Group Financial Services Inc.
Industry Accounting
Experience
Investors Group Financial Services Inc. July 2012 - Present
CBV Collection Services Ltd February 2009 - June 2012
Skills
Call Centers, Customer Service, Team Leadership, Risk Management, Accounts Receivable, Credit, Team Building, Process Improvement, Finance, Credit Analysis
Education
Douglas College 2007 — 2009
Finance and Financial Management Services
Investors Group Financial Services Inc. July 2012 - Present
CBV Collection Services Ltd February 2009 - June 2012
Skills
Call Centers, Customer Service, Team Leadership, Risk Management, Accounts Receivable, Credit, Team Building, Process Improvement, Finance, Credit Analysis
Education
Douglas College 2007 — 2009
Finance and Financial Management Services