Investors Group Financial Services Inc.

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Investors Group Financial Services Inc. Employees

Employee
Years
Job
Industry
Adrian Bacchus, B.Comm Adrian Bacchus, B.Comm Toronto, Canada Area Details
Adrian Bacchus, B.Comm's Investors Group Financial Services Inc. Experience April 2015 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   April 2015 - Present
Investors Group Financial Services Inc.   October 2013 - Present
Wireless Connection Inc.   June 2012 - May 2013
Dero United Inc.   February 2013 - April 2013
RBC Royal Bank  April 2007 - June 2012
RBC Royal Bank  October 2011 - May 2012
RBC Royal Bank  November 2010 - October 2011
RBC Royal Bank  May 2009 - August 2010
RBC  April 2007 - December 2008

Skills
Banking, Time Management, Leadership, Business Development, Management, CRM, Sales, Finance, Financial Analysis, Credit, Portfolio Management, Business Strategy, Team Leadership, Customer Service, Accounting, Residential Mortgages, Mortgage Lending, Mutual Funds, Life Insurance, Disability Insurance, Critical Illness, Personal Financial..., Group Benefit Plans, Small Business, Finance and Accounting, Cross-Department..., Client Analysis and..., Financial Analysis and..., Risk Management and..., Microsoft Office, Customer Satisfaction, Researching and..., Marketing, Entrepreneurship

Education
Seneca College of Applied Arts and Technology
Certified Financial Planner (CFP) Candidate

Ryerson University   2005 — 2010
Bachelor of Commerce, Accounting

Brebeuf College   2000 — 2005

Mathew Keating, B.Comm (Hon.) Mathew Keating, B.Comm (Hon.) Toronto, Canada Area Details
Mathew Keating, B.Comm (Hon.)'s Investors Group Financial Services Inc. Experience August 2015 - Present
Job Financial Advisor to people with disabilities, their families, and young professionals
Industry Financial Services
Experience
Investors Group Financial Services Inc.   August 2015 - Present
Investors Group Financial Services Inc.   May 2014 - Present
Investors Group Financial Services Inc.   August 2013 - May 2014
Investors Group Financial Services Inc.   May 2013 - May 2014

Skills
Strategic Financial..., Finance, Investments, Risk Management, Customer Service, Charities, Corporate Finance, Accounting, Teamwork, Microsoft Excel, Time Management, Marketing, Analysis, Financial Analysis, Social Media, Communication Skills, Networking, Financial Accounting, Research, Marketing Communications, Economics, Bloomberg Terminal, Event Planning, Financial Services, Equity Research, Team Leadership, Lead Generation, Sales, Financial Modeling, Valuation, Bloomberg, Critical Thinking, Project Planning, Event Management, Banking, Investment Strategies, Prospecting Skills, Cold Calling Experience, Leadership, Financial Statement..., Market Research, Data Analysis, Financial Reporting, Cash Management, Budgets

Education
Ryerson University   2010 — 2014
Bachelor's Degree, Finance

Edwin Pavey CFP, CLU Edwin Pavey CFP, CLU Toronto, Canada Area Details
Edwin Pavey CFP, CLU's Investors Group Financial Services Inc. Experience December 2010 - Present
Job Regional Director at Investors Group
Industry Financial Services
Experience
Investors Group  November 2013 - Present
Investors Group Financial Services Inc.   December 2010 - Present
Investors Group Financial Services Inc.   February 2008 - Present
IATSE 667   August 2004 - October 2007
AFCOOP Film 5 Production   September 2005 - October 2006
This Hour Has 22 Minutes   January 2003 - May 2003
Intrawest  November 2001 - May 2002

Skills
Mutual Funds, Investments, Insurance, Public Speaking, Financial Planning, Retirement Planning, Asset Management, Strategic Financial..., Financial Advisory, Financial Services, Financial Planners, Management, Retirement, Wealth, Employee Benefits, Critical Illness, Strategic Planning

Education
ADVOCIS - The Financial Advisors Association of Canada   2010 — 2011
Certified Financial Planner & Chartered Life Underwriter Curriculum

The Institute For Advanced Financial Education   2010 — 2011
CLU, Chartered Life Underwriter

Nova Scotia College of Art and Design   2002 — 2006
Film

DHS   1998 — 2001
High School Diploma

Georgie Unsworth Georgie Unsworth Winnipeg, Canada Area Details
Georgie Unsworth's Investors Group Financial Services Inc. Experience January 1991 - Present
Job Regional Coordinator at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   January 1991 - Present

Skills
Mutual Funds

Education
Grant Park High School   1982 — 1998

Red River College   1989 — 1991
Business Admin

William Kim William Kim Toronto, Canada Area Details
William Kim's Investors Group Financial Services Inc. Experience May 2011 - 2013
Job .
Industry Financial Services
Experience
Bluelime Enterprises Inc   July 2014 - January 2015
Investors Group Financial Services Inc.   May 2011 - 2013
HDMM   April 1995 - December 2008
Centro Mexico   September 2004 - February 2005

Skills
Strategic Financial..., Retirement Planning, Financial Planners, Wealth Management, Mutual Funds, Estate Planning, Retirement, Pensions, Wealth, Investments, Financial Advisory, Investment Advisory, Cash Management, Investment Strategies, Financial Services, Financial Analysis, Financial Modeling, Portfolio Management, Personal Finance, Asset Managment, Mortgage Lending, Asset Management, Small Business, Securities, Investment Management, Recruiting, Consulting, Leadership, Time Management, Strategic Planning, Microsoft Office, Project Management, Management, Interviews, Employee Benefits, Business Strategy, Entrepreneurship, Communication, Change Management

Education
Mohawk College   2001 — 2002
Accounting

high school

Laura Bishop Laura Bishop Winnipeg, Canada Area Details
Laura Bishop's Investors Group Financial Services Inc. Experience August 2011 - April 2014
Job Associate Manager, Field Delivery & Mortgage Retention at Investors Group
Industry Financial Services
Experience
Investors Group  April 2014 - Present
Investors Group  January 2013 - Present
Investors Group Financial Services Inc.   August 2011 - April 2014
Investors Group Financial Services Inc.   November 2010 - September 2011
Investors Group  September 2007 - August 2011
Investors Group  September 2006 - November 2010
Ipsos  April 2006 - September 2006

Skills
Software Project..., Financial Reporting, Metrics Analysis, Process Improvement, Change Management, Business Analysis, Project Management, Project Planning, Risk Management, Requirements Analysis, Resource Management, MS Project, SDLC, Business Process..., Program Management, Business Process, PMO, Requirements Gathering, Project Portfolio..., Team Leadership, Financial Analysis, Portfolio Assessment, Project Coordination, Team Building, Project Delivery, Systems Analysis, Business Requirements, Business Process Design, Governance, Management, Training, Budgets, Software Documentation, Business Intelligence, Visio, PMP, Analysis

Education
Red River College   2002 — 2006
Computer Analyst/Programmer, Informations Services, Project Management

Kristopher Kong Kristopher Kong Toronto, Canada Area Details
Kristopher Kong's Investors Group Financial Services Inc. Experience June 2008 - December 2009
Job Product Manager at Newzulu Limited
Industry Computer Software
Experience
Newzulu Limited   June 2015 - Present
Filemobile Inc.   February 2014 - June 2015
Bacon Alarm Clock   June 2012 - June 2015
Filemobile Inc.   December 2012 - February 2014
Artez Interactive  September 2011 - December 2012
Lee Restaurant by Celebrity Chef Susur Lee   2010 - 2011
Investors Group Financial Services Inc.   June 2008 - December 2009
The Elegant Hotels Group   June 2005 - August 2005

Skills
Product Management, Project Management, Software Development, Mobile Applications, SaaS, Web Development, Management, Software Quality..., Entrepreneurship, Product Design, Java, Test Automation, Business Development

Education
University of Waterloo   2004 — 2008
Bsc, Science & Business - Physics

Ryerson University   2011 — 2011
Project Management, Java Programming, C & Unix Bash Scripting

Barbados Community College   2002 — 2004
Associate's degree, Distinctions in Information Technology, Physics & Mathematics

Brian Nichol Brian Nichol Winnipeg, Canada Area Details
Brian Nichol's Investors Group Financial Services Inc. Experience 1994 - Present
Job Financial Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   1994 - Present

Skills
Financial Planning, Retirement Planning, Insurance Planning, Retirement, Wealth Management, Financial Advisory, Investment Advisory, Mutual Funds, Estate Planning, Pensions, Wealth, Investment Strategies, Critical Illness, Investments, Income Protection, Fixed Annuities, Asset Allocation, Wealth Accumulation, Disability Insurance, Life Insurance, Portfolio Management, Financial Services, Financial Planners, Strategic Financial..., Retirement Savings, Finance

Education
The Financial Planners Standards Council of Canada   1991 — 1996
Certified Financial Planner Designation

The Canadian Securities Institute   1987 — 1988
The Canadian Securities Course

Red River College   1980 — 1982
Business Administration Diploma

Brad Feicht Brad Feicht Halifax, Canada Area Details
Brad Feicht's Investors Group Financial Services Inc. Experience January 2008 - August 2008
Job Jr. Application Analyst at Parkland Fuel Corporation
Industry Information Technology and Services
Experience
Parkland Fuel Corporation  February 2015 - Present
Parkland Fuel Corporation  October 2013 - February 2015
Parkland Fuel Corporation  September 2011 - October 2013
King's View Academy   March 2010 - January 2012
ABM Integrated Solutions  March 2010 - July 2011
Department of Fisheries and Oceans  July 2010 - September 2010
DealerMine Inc   February 2009 - August 2009
Brett Chevrolet Cadillac   August 2008 - February 2009
Investors Group Financial Services Inc.   January 2008 - August 2008
Stream International  February 2004 - November 2007

Skills
ITIL, Windows Server, Troubleshooting, Active Directory, Technical Support

Education
Nova Scotia Community College   2009 — 2011

Danielle Fiola-Robles Danielle Fiola-Robles Winnipeg, Canada Area Details
Danielle Fiola-Robles's Investors Group Financial Services Inc. Experience 2000 - 2002
Job Release Management Coordinator at Wawanesa Insurance
Industry Insurance
Experience
Wawanesa Insurance  August 2013 - Present
Wawanesa Insurance  November 2011 - August 2012
Wawanesa Insurance  September 2008 - November 2011
Great-West Life  2006 - 2008
Great-West Life  2002 - 2006
Investors Group Financial Services Inc.   2000 - 2002
Convergys  1998 - 2000

Skills
Change Management, ITIL, Incident Management, Service Desk, Technical Support, Release Management, Configuration Management, Software Asset..., IT Service Management, Requirements Gathering, Software Documentation, Business Analysis, Requirements Analysis, Information Technology, SDLC, Business Process

Education
Global Knowledge
ITIL® Service Capability: Release, Control, and Validation

University of Manitoba - Continuing Education Division
Network Administrator Program

Red River College
Information Systems Programmer Analyst – Partial Completion

Collège universitaire de Saint-Boniface

Justin St. Louis Justin St. Louis Toronto, Canada Area Details
Justin St. Louis's Investors Group Financial Services Inc. Experience 2008 - Present
Job Consultant, Financial Planning & Wealth Management, at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   2008 - Present

Skills
Strategic Financial..., Estate Planning, Wealth Management, Investments, Retirement Planning, Tax, Mutual Funds, Insurance, Strategic Planning, Financial Analysis, Asset Management, Financial Planning, Finance, Financial Modeling, Leadership

Education
Queen's University   2004 — 2008
B.ScH, Life Sciences

Brian R Smith Brian R Smith Toronto, Canada Area Details
Brian R Smith's Investors Group Financial Services Inc. Experience June 2009 - Present
Job Mortgage Specialist at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   June 2009 - Present
HLC  February 2008 - June 2009
First National Financial LP  May 2006 - February 2008
Home Trust Company  May 2004 - May 2006

Skills
Debt Consolidation, Residential Mortgages, Mortgage Lending, Refinance, Certified Mortgage..., Construction Loans, Commercial Mortgages, Home Equity Lines of..., Investments, Banking, Credit Analysis, Mortgage Underwriting, Finance, Mortgage Marketing, Reverse Mortgages

Education
Sheridan College
Business, Sales and Marketing

Bob Kaye Bob Kaye Toronto, Canada Area Details
Bob Kaye's Investors Group Financial Services Inc. Experience February 2013 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   February 2013 - Present
Anthology Photo Studio   June 2008 - February 2013
Black Photo Corporation  1977 - 2008
Best Buy  2001 - 2002

Skills
Photography, Team Building, Social Media, Sales Management, Online Marketing, Marketing Strategy, Customer Service, Negotiation, New Business Development, Customer Relations, Retail, Brand Development, Competitive Analysis, Investments, Leadership, Advertising, Budgets, Business Development, Business Strategy, CRM, Change Management, Coaching, E-commerce, Entrepreneurship, Event Management, Financial Planning, Human Resources, Insurance, Management, Marketing, Inventory Management, Marketing Communications, Mentoring, Merchandising, Online Advertising, Product Management, Promotions, Product Marketing, Public Speaking, Public Relations, Retirement, Sales, Small Business, Sales Operations, Social Media Marketing, Social Networking, Start-ups, Strategic Financial..., Strategic Planning, Strategy

Education
Niagara Institute
Senior Executive Development Program

York University - Schulich School of Business
Finance and Managerial Accounting, Negotiationg for a win/win scenario

The University of British Columbia
Direct Marketing and Data Base Marketing, Human Resources Management

Seneca College of Applied Arts and Technology   1975 — 1977

Newmarket High School

Adam Littlejohn, CLU Adam Littlejohn, CLU Toronto, Canada Area Details
Adam Littlejohn, CLU's Investors Group Financial Services Inc. Experience August 2009 - May 2013
Job RBC Wealth Management Financial Services
Industry Financial Services
Experience
RBC Wealth Management Financial Services  January 2015 - Present
Society of Trust and Estate Practitioners (STEP)   December 2014 - Present
Advocis The Institute for Advanced Financial Education   March 2012 - Present
RBC Insurance  May 2013 - January 2015
Investors Group Financial Services Inc.   August 2009 - May 2013
Mutual Fund Dealers Association (MFDA)   August 2009 - May 2013
Sun Life Financial  February 2009 - July 2009
Amico Accessories Corporation   April 2004 - September 2004

Skills
Insurance, Estate Planning, Finance, Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Business Planning, Retirement, Strategic Planning, Wealth Management, Risk Management, Financial Planning, Customer Service, Small Business, Trust Planning, Management, Financial Services

Education
Seneca College of Applied Arts and Technology   2008 — 2009
Graduate Certificate, International Business

Wilfrid Laurier University   2004 — 2008
Hon. BA, Political Science

Greg Dolphin Greg Dolphin Phoenix, Arizona Details
Greg Dolphin's Investors Group Financial Services Inc. Experience July 2000 - February 2001
Job For Success with Scanning
Industry Civil Engineering
Experience
Leica Geosystems AG  June 2014 - Present
Allen Instruments and Supplies  September 2010 - June 2014
Cansel  October 2004 - May 2011
Upside Software  January 2003 - May 2004
iOnRealty   August 2001 - January 2003
Investors Group Financial Services Inc.   July 2000 - February 2001
Land Data Technologies   January 1999 - December 1999
Stewart Weir  May 1998 - January 1999

Skills
3D Scanning, Laser Scanning, Sales Operations, Process Consulting, Sales Presentations, Direct Sales, Surveying, CAD, GPS, AutoCAD, Topographic Surveys, Geomatics, GIS, Total Station, RTK, ESRI, ArcMap, Spatial Analysis, Cartography, Remote Sensing, Software, Google Earth, Data Collection, Construction, Civil Engineering, Project Management

Education
Newcastle University   1990 — 1993
BSc., Surveying Science

Newcastle University   1990 — 1993
BSc Surveying Science, Surveying Science

Shie-Mee Yeh Shie-Mee Yeh Toronto, Canada Area Details
Shie-Mee Yeh's Investors Group Financial Services Inc. Experience March 2011 - Present
Job Assistant Marketing Manager at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   March 2011 - Present
Investors Group Financial Services Inc.   December 2009 - March 2011
Investors Group Financial Services Inc.   April 2007 - December 2009
That PR Thing Inc.   November 2006 - March 2007
Micromedia ProQuest  2003 - 2006
Micromedia ProQuest  1998 - 2003

Skills
Marketing Communications, Social Media Marketing, Email Marketing, Social Media, Customer Service, Online Marketing, Event Management, Marketing Strategy, Direct Marketing, Program Management, Publishing, Sales, Marketing, Presentation Skills, Strategic Planning, Management, Leadership

Education
Ryerson University   1993 — 1997
B.A., Journalism

Naseem Pirani, RRC Naseem Pirani, RRC Toronto, Canada Area Details
Naseem Pirani, RRC's Investors Group Financial Services Inc. Experience June 2002 - December 2004
Job Administration Officer at The Scarborough Hospital Foundation
Industry Financial Services
Experience
The Scarborough Hospital Foundation  May 2014 - March 2015
CIBC Wealth Management  January 2005 - July 2013
Investors Group Financial Services Inc.   June 2002 - December 2004
Maritime Life  November 1996 - March 2000

Skills
Strategic Financial..., Financial Analysis, Retirement Planning, Risk Management, Financial Risk, Banking, Credit, Financial Modeling, Investments, Credit Analysis, Finance, Business Analysis, Management, Strategy, Retail Banking, Relationship Management, Residential Mortgages, Credit Risk, Portfolio Management, Analysis, Commercial Mortgages, Leadership, Wealth Management, CRM, Mutual Funds, Business Development, Financial Services, Financial Advisory, Entrepreneurship, Trading, Bonds, Financial Reporting, Financial Planning, Strategic Planning, Team Leadership, Business Planning, Microsoft Office

Education
Ryerson University   1990 — 1994
Certificate, Business Administration and Management, General

Professional Development
Designations & Certificates, Finance and Business

Jason DeJean, CFP, PFP Jason DeJean, CFP, PFP Toronto, Canada Area Details
Jason DeJean, CFP, PFP's Investors Group Financial Services Inc. Experience 2000 - 2000
Job Financial Planner, Investment and Retirement Planner at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  November 2011 - Present
RBC Wealth Management  July 2006 - October 2011
BMO Financial Group  2006 - 2006
Scotiabank  2001 - 2005
Investors Group Financial Services Inc.   2000 - 2000

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Investments, Mutual Funds, Investment Strategies, Mortgage Lending, Wealth Management..., Wealth, Risk Management, Estate Planning, Insurance, Banking, Retirement, Financial Advisory, Financial Services, Portfolio Management, Finance, Loans, Financial Planners, Credit, Securities, High Net Worth..., Certified Financial..., Wealth Accumulation, Personal Financial..., Asset Allocation, Investment Management, Holistic Financial..., Critical Illness, Pensions, Retirement Savings, Saving for Education, Personal Finance, ETFs, Segregated Funds, Asset Management, Bonds, Alternative Investments, Canadian Securities..., Fixed Annuities, Life Insurance, Private Banking, Residential Mortgages, Disability Insurance, Estate Tax Planning, Debt Consolidation, Personal Tax Planning, Debt Management

Education
FPSC
Certified Financial Planner

Canadian Securities Institue
Professional Financial Planning

Mohawk College
Financial Planning

John A. Stewart B.A. CSP CFP John A. Stewart B.A. CSP CFP Toronto, Canada Area Details
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.

Shane Lakhani Shane Lakhani Toronto, Canada Area Details
Shane Lakhani's Investors Group Financial Services Inc. Experience July 2010 - March 2015
Job Partner
Industry Management Consulting
Experience
Lakhani Consulting Inc   September 2009 - Present
Investors Group Financial Services Inc.   July 2010 - March 2015

Skills
Strategic Financial..., Mutual Funds, Wealth Building Lunch &..., Strategic Planning, Investment Strategies, Business Analysis, Corporate Tax Planning, Financial Planners, Finance, Small Business, Wealth Management, Investments, Retirement Planning, Financial Advisory, Portfolio Management, Financial Planning, Financial Analysis, Project Management

Education
North Carolina State University   2005 — 2008
Bachelor of Arts (B.A.), Economics

Linda Wilmot Linda Wilmot Calgary, Canada Area Details
Linda Wilmot's Investors Group Financial Services Inc. Experience December 2010 - Present
Job Owner at Bookin It Bookkeeping
Industry Financial Services
Experience
Investors Group Financial Services Inc.   December 2010 - Present
Bookin It Bookkeeping   2010 - Present

Skills
Administrative..., Bookkeeping, Strategic Financial..., Investments, Insurance, Mutual Funds

Education
Mount Royal University

Shamin Khan Shamin Khan Toronto, Canada Area Details
Shamin Khan's Investors Group Financial Services Inc. Experience January 2014 - July 2014
Job Financial & Banking Industry
Industry Banking
Experience
CIBC  July 2014 - Present
Investors Group Financial Services Inc.   January 2014 - July 2014
Mutual Trust Bank Ltd.   2012 - 2012
Khan & Deen   2009 - 2012
Dhanmondi Coaching Center   2006 - 2010
Media Broadcast International   2007 - 2009

Skills
Financial Analysis, Business Strategy, Teamwork, Corporate Finance, Leadership, Analysis, Marketing, Project Planning, Project Management, Marketing Strategy, Sales, Time Management, Budgets, Entrepreneurship, Strategic Financial..., Financial Modeling, Financial Services, Financial Markets, Wealth Management, Wealth Management..., Wealth Accumulation...

Education
Queen's University   2012 — 2013
Master of International Business, Finance & Marketing

University of Bath   2013 — 2013
Master of International Business, Marketing

North South University   2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance and International Business

Green Gems International School

Martin Hutnik Martin Hutnik Toronto, Canada Area Details
Martin Hutnik's Investors Group Financial Services Inc. Experience September 2010 - October 2014
Job Director of Business Development at Sales Enablement Centre
Industry Financial Services
Experience
33seven   October 2014 - Present
Sales Enablement Centre   September 2015 - Present
Investors Group Financial Services Inc.   September 2010 - October 2014

Skills
Retirement Planning, Portfolio Management, Investments, Retirement, Management, Financial Services, Finance, Financial Analysis, Mutual Funds, Coaching, Life Insurance, Disability Insurance, Estate Planning, Estate Tax Planning, Critical Illness..., Social Media Marketing, Sales Prospecting, Referral Networking, Referral Development, Critical Illness, Risk Management

Education
McMaster University   2005 — 2010
HBCOMM, Commerce

Bruce Chikowski, CMA Bruce Chikowski, CMA Toronto, Canada Area Details
Bruce Chikowski, CMA's Investors Group Financial Services Inc. Experience January 1983 - October 1986
Job Business Process Consultant at Assurant Solutions
Industry Insurance
Experience
Assurant Solutions  2013 - Present
Canada Post  2009 - 2012
Canada Post  2003 - 2009
Canada Post  1997 - 2001
Canada Post  1993 - 1997
Canada Post  1986 - 1993
Investors Group Financial Services Inc.   January 1983 - October 1986

Skills
Business Process..., Business Analysis, Customer Service, Six Sigma, Lean, Business Casing, Lean Manufacturing, CRM, Change Management, Project Planning, Project Management, Management, Strategic Planning, SAP, Strategy, Account Management, Continuous Improvement, Team Building, Leadership, Business Process, Budgets, Customer Satisfaction, Business Strategy, Coaching, Process Improvement, Performance Management, Business Transformation, Black Belt, Analysis, Start-ups, Training, Logistics, Call Centers, Team Leadership, Program Management, Customer Experience, Operations Management, Cross-functional Team...

Education
Queen's University
Executive Strategy Program

Certified Six Sigma Black Belt   2003 — 2006
Certified, Six Sigma Black Belt - Rath and Strong

Society of Management Accountants
CMA, Certified Management Accountant

The University of British Columbia
Online Internet Marketing

Queen's University
Marketing

Red River College
Business Administration - Finance

Cowathamen Mohan Cowathamen Mohan Toronto, Canada Area Details
Cowathamen Mohan's Investors Group Financial Services Inc. Experience September 2011 - December 2011
Job Case Worker at Ministry of Community and Social Services
Industry Government Administration
Experience
Ministry of Community and Social Services  July 2014 - Present
Ryerson University  September 2010 - Present
Ministry of Community & Social Services   May 2013 - July 2014
Ministry of Community and Social Services  June 2012 - August 2012
Investors Group Financial Services Inc.   September 2011 - December 2011
Instore Focus   June 2010 - August 2010
Habitat for Humanity International  January 2009 - June 2009

Skills
Microsoft Office, Microsoft Windows 98, Firefox, Internet, Telephone Skills, Marketing Communications, Business Communications, Market Research, Qualitative Research, Data Entry, Basketball, Foosball, People Skills, Organisational Skills, Social Skills, Training Skills, Listening Skills, Conducting Interviews, Presentations, Teamwork, Matlab, Economics, Fundraising, Training, Critical Thinking, Time Management, Microsoft Excel, PowerPoint, Research, Customer Service, Microsoft Word

Education
Ryerson University   2010 — 2014
International Economics & Finance, Economics & Finance

Robert Bateman Highschool   2006 — 2010

Krista Snow Krista Snow Halifax, Canada Area Details
Krista Snow's Investors Group Financial Services Inc. Experience July 2009 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   July 2009 - Present
K Snow's Contracting Ltd   November 2003 - Present
Halifax Pride   2010 - 2012
Halifax Regional Municipality  November 2003 - November 2008

Skills
Strategic Financial..., Management Consulting, Business Planning, Strategic Planning, Public Speaking, Investments, Business Strategy, Real Estate Development, Investment Properties, Mortgage Lending, Negotiation, Event Planning, Debt Consolidation, Budgets, New Business Development, Event Management, Small Business, Marketing, Customer Service, Banking, Public Relations, Leadership, Social Networking, Life Insurance, Team Building, Residential Mortgages, Management, Team Leadership, Credit, Nonprofits, Project Planning, Entrepreneurship, Selling, Insurance, Loans, Contract Negotiation, Fundraising, Change Management, Account Management, Marketing Communications, Sales Management, Social Media Marketing, Risk Management, Business Development, Marketing Strategy, First Time Home Buyers, Leadership Development, Social Media, Financial Planners, Financial Analysis

Education
NSAC   1992 — 1994

Mount Saint Vincent University   1986 — 1989

Elaine Liao, CFP Elaine Liao, CFP Toronto, Canada Area Details
Elaine Liao, CFP's Investors Group Financial Services Inc. Experience September 2009 - July 2013
Job Financial Planning Associate at Scotiabank
Industry Financial Services
Experience
Scotiabank  September 2014 - Present
Excecutive Women's Golf Association (EWGA) - GTA Chapter   September 2012 - December 2014
RBC Insurance  July 2013 - September 2014
Investors Group Financial Services Inc.   September 2009 - July 2013
TD Securities  June 2006 - July 2007
HSBC Canada  July 2005 - July 2006
UFJ Bank  March 1998 - July 2005

Skills
Investments, Estate Planning, Financial Planners, Small Business, Investment Strategies, Retirement Planning, Wealth Management, Business Development, Business Relationship..., Leadership

Education
National University of Singapore   1996 — 1997
MBA, Banking & Finance

John Ziolkowski John Ziolkowski Toronto, Canada Area Details
John Ziolkowski's Investors Group Financial Services Inc. Experience May 2010 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   May 2010 - Present
Sears Canada  February 2008 - January 2010
Cari-All Industries   January 2007 - December 2007
ICI Canada   May 2004 - January 2007
Hudson's Bay Company  September 1982 - January 2003

Skills
Retail, Sales Management, Negotiation, Contract Negotiation, Field Training, Mentoring, Strategic Financial..., First Time Home Buyers, Merchandising, Procurement, Advertising, Marketing, Retail Category..., National Accounts, Sales Presentations, Insurance, Mutual Funds, Licensed Life & Health..., Financial Services, Management, Account Management, Team Building, Recruiting, Leadership, Coaching, Financial Planners, Analysis, Forecasting, Strategy, Business Planning, Estate Planning, Mortgage Lending, Investments, Finance, Wealth, Real Estate, Risk Management, P&L Management

Education
Ryerson University   1979 — 1982
Diploma, Business

Investment Funds Institute of Canada
Life License Qualification Program - Individual and Group Insurance

Investment Funds Institute of Canada
Financial Services Education specializing in Mutual Fund Investing

Cameron Nixon Cameron Nixon Toronto, Canada Area Details
Cameron Nixon's Investors Group Financial Services Inc. Experience November 2004 - December 2009
Job Registered Insurance Broker at ASGP Insurance Inc.
Industry Insurance
Experience
ASGP Insurance Inc.   March 2015 - Present
Allstate  December 2011 - December 2014
RBC Insurance  November 2009 - December 2011
Investors Group Financial Services Inc.   November 2004 - December 2009

Skills
Direct Sales, Training & Development, Financial Planning, Insurance, Critical Illness, Insurance Planning, Investments, Group Benefits, General Insurance, Financial Planners, Strategic Financial..., Property, Risk Management, Management, Sales, Customer Service, Underwriting, Property & Casualty...

Education
RSA Broker Boot camp   2015 — 2015

Seneca College of Applied Arts and Technology   2001 — 2003
Computer Programming and Analysis, IT

Sinclair Secondary   1995 — 2000
High School, NA

Claudette Martinez Claudette Martinez Kitchener, Canada Area Details
Claudette Martinez's Investors Group Financial Services Inc. Experience October 2011 - Present
Job Financial Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   October 2011 - Present
Investors Group  2011 - Present
Bustard Chrysler   August 2009 - July 2011

Skills
Sales Management, Financial Planning, Customer Service, Retirement Planning, Wealth Management, Critical Illness, Retirement, Mutual Funds, Pensions, Wealth, Financial Planners, Mortgage Lending, Investments, Financial Advisory, Investment Advisory, Estate Planning, Fixed Annuities, Disability Insurance, Insurance

Education
Monsignor Doyle   1983 — 1986

Seneca College of Applied Arts and Technology

Jessey Camara, AMP Jessey Camara, AMP Vancouver, Canada Area Details
Jessey Camara, AMP's Investors Group Financial Services Inc. Experience 2002 - 2009
Job Sales Director, BC at Manulife (MPP)
Industry Insurance
Experience
Manulife Financial  March 2010 - Present
Benesure Canada Inc.   2009 - 2012
Investors Group Financial Services Inc.   2002 - 2009

Skills
Residential Mortgages, Refinance, Credit, Commercial Mortgages, Loans, Investment Properties, First Time Home Buyers, Real Estate Financing, Investments, Mortgage Lending

Education
Sauder School of Business   2009 — 2009
Mortgage Brokerage in BC

The University of Winnipeg   2001 — 2003
Management Certificate Program

Sandy Molinski Sandy Molinski Winnipeg, Canada Area Details
Sandy Molinski's Investors Group Financial Services Inc. Experience June 2008 - March 2013
Job Career Centre Leader, Systems Analysis at Investors Group
Industry Financial Services
Experience
Investors Group  March 2013 - Present
Investors Group Financial Services Inc.   June 2008 - March 2013
Investors Group Financial Services Inc.   January 2001 - June 2008
The North West Company  1999 - January 2001

Skills
Team Leadership, Business Architecture, Business Process..., Needs Analysis, Use Case Analysis, Requirements Gathering, Requirements Analysis, Business Rules, System Specification, Requirements..., Project Execution, Large Group Facilitation, Project Facilitation, Business Analysis, Project Planning, Business Process, Mentoring, Project Management, SDLC, Systems Analysis, Change Management, Program Management, Integration, Project Portfolio..., Business Requirements, Business Intelligence, Visio, PMP, Data Modeling, Project Delivery, Software Project..., Agile Methodologies, Analysis, Leadership

Education
Red River College   1999 — 2001
Business Analyst Certificate

University of Manitoba   1995 — 1999
B. Comm. Hons., MIS, Marketing, Human Resources

Tom Thomas, CFP, PFP, FMA Tom Thomas, CFP, PFP, FMA Winnipeg, Canada Area Details
Tom Thomas, CFP, PFP, FMA's Investors Group Financial Services Inc. Experience March 2000 - July 2003
Job Private Banking at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management  January 2011 - Present
BMO Bank of Montreal  August 2003 - September 2010
Investors Group Financial Services Inc.   March 2000 - July 2003
RBC - Royal Trust   July 1981 - January 2000

Skills
Estate Planning, Financial Planners, Succession Planning, Banking, Wealth, Financial Services, Cash Management, Performance Management, Wealth Management, Retirement Planning, Mutual Funds, Strategic Financial..., Asset Allocation, Investments, Securities, Portfolio Management, High Net Worth..., Investment Advisory, Asset Managment, Investment Strategies, Finance, Private Banking, Credit, Certified Financial..., Equities, Wealth Management..., Investment Management, Asset Management, Commercial Banking, Fixed Income, Financial Advisory, Mortgage Lending, Relationship Management, Alternative Investments, Retirement, Retail Banking, Loans, Pensions, Series 7, Consumer Lending, Hedge Funds

Education
Financial Management Advisor   2005 — 2006
FMA, Financial Management Advisor

Professional Financial Planner   1996 — 1999
Professional Financial Planner, Financial Planning

Certified Financial Planner   1986 — 1989
CFP, Certified Financial Planner

Red River College   1979 — 1981
Business Administration, Accounting & Finance

Rafael Talavera Rafael Talavera Calgary, Canada Area Details
Rafael Talavera's Investors Group Financial Services Inc. Experience October 2010 - October 2013
Job Insurance Advisor RBC Insurance
Industry Financial Services
Experience
RBC Insurance  January 2014 - Present
Investors Group Financial Services Inc.   October 2010 - October 2013

Skills
Retirement Planning, Insurance, Group Insurance, Personal Financial..., Holistic Financial..., Estate Planning, Cash Management, Retirement, Wealth Management, Mutual Funds, Disability Insurance, Critical Illness, Employee Benefits, Wealth, Financial Advisory, Risk Management

Education
Mount Royal College   2005 — 2009
International Business & Entrepreneurship, Business

MUHAMMAD AIJAZ MUHAMMAD AIJAZ Toronto, Canada Area Details
MUHAMMAD AIJAZ's Investors Group Financial Services Inc. Experience December 2010 - February 2013
Job Financial Horizons Group
Industry Financial Services
Experience
Global Maxfin Capital Inc.  June 2013 - December 2014
Investors Group Financial Services Inc.   December 2010 - February 2013
Financial Service  April 2013 - 2013
Children Education Funds Inc.   March 2007 - December 2010
ANZ TRANSPORTATION   2004 - 2008

Skills
Insurance Planning, Financial Planning, Small Business, Estate Planning, Cash Flow Management, Retirement Planning, Wealth Management, Strategic Financial..., Financial Planners, Investments, Critical Illness, Cash Flow, Risk Management, Management, Strategic Planning, Business Analysis, Mortgage Lending, Accounting, Portfolio Management, Business Strategy, Financial Services, Finance, Insurance, Financial Analysis, Banking, Business Planning, Mutual Funds, Management Consulting, Financial Advisory, Asset Management, Investment Advisory, Investment Strategies, Wealth, Credit, Retirement, Training, Relationship Management, Life Insurance, Fixed Annuities, Financial Modeling, Disability Insurance, Employee Benefits, Long-term Care, Due Diligence, Loans, Strategy, Securities, Corporate Finance, Term Life Insurance

Education
Preston University   1996 — 1998
MBA

Carolyn Leeson Carolyn Leeson Toronto, Canada Area Details
Carolyn Leeson's Investors Group Financial Services Inc. Experience July 2007 - Present
Job Manager, Region Office Operations Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   July 2007 - Present
Investors Group Financial Services Inc.   April 2004 - July 2007
Investors Group Financial Services Inc.   August 1997 - April 2004
Investors Group Financial Services Inc.   November 1993 - August 1997

Skills
Recruiting, Human Resources, Investments, Management, Analysis, Budgets, Risk Management, Business Process, Policy, Banking

Education
Sheridan College
Human Resource Management Diploma, Human Resources Management/Personnel Administration, General

Sean Ridd Sean Ridd Winnipeg, Canada Area Details
Sean Ridd's Investors Group Financial Services Inc. Experience June 2012 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   June 2012 - Present
Investors Group Financial Services Inc.   May 2010 - April 2012

Skills
Investments, Financial Advisory, Mutual Funds, Investment Strategies, Financial Planning, Retirement Planning, Wealth Management, Strategic Financial..., Risk Management, Personal Finance, Pensions, Employee Benefits, Financial Planners, Marketing Strategy, Financial Analysis, Investment Advisory, Retirement, Individual Pension Plans, Portfolio Management, Business Planning, Business Development, New Business Development, Market Research, Wealth, Retirement Plan..., Qualified Retirement...

Education
University of Manitoba   2009 — 2012
Bachelor of Commerce, Finance & Marketing

Red River College   2007 — 2009
Business Administration, Administration

Bruno Braga, CPA, CA Bruno Braga, CPA, CA Toronto, Canada Area Details
Bruno Braga, CPA, CA's Investors Group Financial Services Inc. Experience 2009 - Present
Job Associate Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   2009 - Present
BDO Canada  2007 - 2009
MacGillivray Partners   2004 - 2007
MacGillivray Partners   2000 - 2002

Skills
Financial Planning, Accounting, Financial Accounting, Tax, Finance, Corporate Tax, Income Tax, Tax Preparation

Education
Institute of Chartered Accountants of Ontario   2007 — 2007
CA, Accounting

Ryerson University   1996 — 2000
BComm, Accounting & Finance

Rob Eltherington Rob Eltherington Toronto, Canada Area Details
Rob Eltherington's Investors Group Financial Services Inc. Experience October 1999 - March 2002
Job UV Ink and Coating
Industry Printing
Experience
Arets Graphics Canada Inc.   December 2011 - March 2013
xpdex Canada   August 2010 - December 2011
Heidelberg  2002 - 2010
Investors Group Financial Services Inc.   October 1999 - March 2002
Ernest Green & Son Ltd  1989 - 1999

Skills
Print Management, Digital Printing, Product Development, Product Management, New Business Development, Account Management, Direct Sales, Pre-press, B2B, Sales Management, Key Account Management, Offset Printing

Education
Oil and Colour Chemists Association of Canada   2007 — 2009
Printing Ink Technology Course

Ryerson University
Business Administration

Craig Woodward Craig Woodward Winnipeg, Canada Area Details
Craig Woodward's Investors Group Financial Services Inc. Experience February 2012 - Present
Job Senior Systems Architect at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   February 2012 - Present
Investors Group  August 1999 - February 2012
IBM  December 1997 - August 1999
IBM  1997 - 1999

Skills
SQL, SharePoint, Integration, Windows Server, Requirements Analysis, Systems Analysis, Active Directory, IIS, System Architecture

Education
Red River College   1999 — 2003
Diploma, Java Programming

University of Manitoba   1995 — 1997
Engineering

Frank Santelli Frank Santelli Toronto, Canada Area Details
Frank Santelli's Investors Group Financial Services Inc. Experience May 1988 - October 2014
Job Senior Vice President Business Development and Practice Management at Mandeville Wealth Services Inc.
Industry Financial Services
Experience
Mandeville Wealth Services Inc.   November 2014 - Present
Investors Group Financial Services Inc.   May 1988 - October 2014
Hudson's Bay Company  September 1985 - May 1988
COSTI Immigrant Services  July 1983 - September 1985

Skills
Financial Coaching, Public Speaking, Training & Development, Business Management, Insurance Planning, Retirement Planning, Wealth Management, Financial Planning, Estate Planning, Mutual Funds, Investments, Management, Investment Strategies, Investment Advisory, Financial Advisory, Retirement

Education
Queen's University   2000 — 2000
Executive Sales Management Diploma, Sales Management

FPSCC   1989 — 1992
CFP, Financial Planning

York University   1981 — 1983
Bachelor of Arts, Psychology

University of Toronto   1979 — 1981
Bachelor of Arts (B.A.)

St. Michael's College School   1974 — 1979

Tyler Nadolny Tyler Nadolny Halifax, Canada Area Details
Tyler Nadolny's Investors Group Financial Services Inc. Experience September 2014 - Present
Job Designing Unique and Strategic Financial Plans for Canadians in a Constantly Changing Marketplace
Industry Financial Services
Experience
Investors Group Financial Services Inc.   September 2014 - Present
The Motivated Clothing   July 2013 - Present
Mount Allison University  January 2010 - May 2014
Moloney Electric Inc  May 2013 - September 2013

Skills
Customer Service, Leadership, Team Leadership, Public Speaking, Event Planning, Social Media, Time Management, Research, Teamwork, Strategic Planning, Data Analysis, Microsoft Word, Financial Planning, Marketing, Investments, Insurance

Education
Mount Allison University
Bachelor of Commerce (B.Com.), Finance/Managment

Paul Mohabir Paul Mohabir Toronto, Canada Area Details
Paul Mohabir's Investors Group Financial Services Inc. Experience May 2010 - September 2011
Job CEO And Owner at Next Steps Business Development
Industry Financial Services
Experience
Next Steps Business Development   November 2014 - Present
InsuranceForChildren   May 2013 - November 2014
CIBC  September 2011 - April 2013
Investors Group Financial Services Inc.   May 2010 - September 2011

Skills
Investments, Retirement Planning, Wealth Management, Credit, Loans, Portfolio Management, Banking, Mutual Funds, Branch Banking, Insurance, Risk Management, Retirement, Finance, Mortgage Lending, Strategic Financial..., Cash Management, Credit Risk, Wealth Accumulation, Financial Goals, Sales, PowerPoint, Public Speaking, Investment Strategies, Estate Planning, Financial Services, Financial Planning

Education
Sheridan College   2007 — 2010
Advanced Diploma Business Administration, Finance

Brian E. Jackson Brian E. Jackson Ottawa, Canada Area Details
Brian E. Jackson's Investors Group Financial Services Inc. Experience August 1986 - June 1992
Job Certified Financial Planner practitioner at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel  May 2014 - Present
Independent Planning Group Inc.   December 1998 - April 2014
Professional Investments Inc.   July 1992 - December 1998
Investors Group Financial Services Inc.   August 1986 - June 1992
Canada Trust Company   November 1974 - May 1983
Bank of Montreal  May 1973 - November 1974

Skills
Strategic Financial..., Pensions, Investments, Wealth Management, Finance, Wealth, Asset Allocation, Estate Planning, Investment Advisory, Investment Strategies, Retirement, Retirement Planning, Mutual Funds, Portfolio Management, Financial Advisory, Securities, Financial Planners, Wealth Accumulation, Asset Management, Financial Planning, Fixed Annuities, Critical Illness, Life Insurance, Insurance, Term Life Insurance, Disability Insurance, Income Protection

Education
Ryerson University   1968 — 1970
BusAd, Marketing/Marketing Management, General

Marc Fournier,CFP Marc Fournier,CFP Toronto, Canada Area Details
Marc Fournier,CFP's Investors Group Financial Services Inc. Experience October 1997 - Present
Job Financial advisor, focusing on wealth creation for Canadians with Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc.   October 1997 - Present

Education
Certified Financial Planner
Financial Planners Standards Council

McMaster University   1990 — 1994
Bachelor of Arts (BA), Economics

Thomas Barnicki Thomas Barnicki Winnipeg, Canada Area Details
Thomas Barnicki's Investors Group Financial Services Inc. Experience May 2011 - April 2014
Job Clothing Advisor at Harry Rosen Inc.
Industry Apparel & Fashion
Experience
Harry Rosen  July 2014 - Present
University of Manitoba Finance Organization (UMFO)   April 2013 - April 2014
Investors Group Financial Services Inc.   May 2011 - April 2014
University of Manitoba Finance Organization (UMFO)   May 2012 - April 2013

Skills
Investments, Financial Analysis, Business Analysis, Data Analysis, Market Analysis, People Management, Great People Skills, Program Management, Flexible Working, Critical Thinking, Strategic Thinking, Innovative Thinking, Decisiveness, Hard Worker, Technical Analysis, Systems Monitoring, Regulatory Reporting, Securities Regulation, Internal Audit, Money Management, Fraud Prevention, Fraud Investigations, Management, Teamwork, Marketing, Investment Strategies, Public Speaking

Education
University of Manitoba   2007 — 2014
Bachelor of Commerce (B.Com.), Finance, Marketing

Red River College   2010 — 2012
Business Administration, Finance

St. Paul's High School   2003 — 2007
High School

Adrian Conliffe Adrian Conliffe Toronto, Canada Area Details
Adrian Conliffe's Investors Group Financial Services Inc. Experience 2009 - 2011
Job Contract Analyst at Sysmex Canada Inc.
Industry Medical Devices
Experience
Sysmex Canada Inc.   2013 - Present
Abtek Door Services   2011 - 2013
Investors Group Financial Services Inc.   2009 - 2011
Philips Healthcare  2008 - 2009
Interbay Funding LLC  2007 - 2008

Education
York University   2004 — 2007
Bachelor of Arts (B.A.), Law and Society / Psychology

Seneca College of Applied Arts and Technology   2002 — 2004
Diploma, Law Clerk

Dave Fenwick, EPC Dave Fenwick, EPC Vancouver, Canada Area Details
Dave Fenwick, EPC's Investors Group Financial Services Inc. Experience September 2012 - Present
Job Consultant, focusing on wealth creation for Canadians with Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc.   September 2012 - Present
Shaw Communications  November 2000 - November 2010
Shaw Communications  June 1999 - November 2000
Shaw Communications  April 1998 - June 1999

Skills
Team Leadership, Coaching, Business Planning, Leadership, Sales, Team Building, Strategic Financial..., Sales Management, Customer Satisfaction, Business Strategy, Budgets, Management, Teamwork, Insurance, Recruiting, Training, Customer Service, Business Development, Direct Sales, New Business Development, Business Analysis, Canadian Investment...

Education
Seneca College of Applied Arts and Technology   1982 — 1984
Business Administration and Management, General

Bernie Laurin Bernie Laurin Toronto, Canada Area Details
Bernie Laurin's Investors Group Financial Services Inc. Experience 1998 - Present
Job Consultant Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   1998 - Present
R. James Paterson Insurance Brokers Inc.   1993 - 1998

Skills
Estate Planning, Investments, Retirement Planning, Insurance, Retirement, Insurance Planning, Wealth Management, Portfolio Management, Asset, Mutual Funds, Employee Benefits, Retirement Savings, Mortgage, Wealth, Financial Planning, Long Term Care, Money, Financial Advisory, Savings, Financial Advice, Asset Allocation, Personal Finance, Critical Illness, Banking, Investment Strategies, Succession Planning, Financial Planners, Strategic Financial..., Disability Insurance, Finance

Education
Seneca College of Applied Arts and Technology
Diploma, Business/Commerce, General

Matthew Tang Matthew Tang Toronto, Canada Area Details
Matthew Tang's Investors Group Financial Services Inc. Experience May 2012 - August 2012
Job Portfolio Assistant at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking  June 2015 - Present
BMO Financial Group  June 2013 - May 2015
Investors Group Financial Services Inc.   May 2012 - August 2012
TD  September 2010 - May 2012
Costco Wholesale  May 2010 - August 2010

Skills
Canadian Securities..., Banking, Management, Financial Analysis, Recruiting, Merchandising, Microsoft Office, Sales Presentations, Personal Financial..., Sales Prospecting, Customer Service, Marketing, Business Development, Sales, Leadership

Education
Ryerson University   2009 — 2013
Bachelor of Commerce (B.Com.), Marketing/Finance

Ryerson University   2009 — 2013
Bachelor of Commerce (B.Com.), Business, Management, Marketing, and Related Support Services

Janice Fill Janice Fill Toronto, Canada Area Details
Janice Fill's Investors Group Financial Services Inc. Experience September 2010 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   September 2010 - Present
Ethyl Canada   March 1992 - March 2008
Afton Chemical  April 1990 - January 2008

Skills
Financial Planners, Wealth Management, Retirement Planning, Team Leadership, Financial Analysis, Strategic Financial..., Investment Strategies, Savings, Public Speaking, Mutual Funds, Critical Illness, Estate Planning, Retirement, Investment Advisory

Education
Univesity of Toronto   1983 — 1986
MBA, Finance, Marketing

Queen's University   1976 — 1980
B.Sc. (Honours, Chemistry)

Brad Hurshowy Brad Hurshowy Edmonton, Canada Area Details
Brad Hurshowy's Investors Group Financial Services Inc. Experience 2010 - Present
Job Benefits… Corporate Efficiencies… Insurances… Investments… Retirement Planning
Industry Investment Management
Experience
Investors Group Financial Services Inc.   2010 - Present
Business Networking International  March 2014 - Present
Knights of Columbus & Rotary International   2010 - January 2013
Global Television  2005 - 2010

Skills
Retirement Planning, Retirement, Financial Planning, Wealth Management, Mutual Funds, Mortgage, Investments, Estate Planning, Insurance, Portfolio Management, Asset Allocation, Tax, Loans, Credit, Employee Benefits, Strategic Financial..., Entrepreneurship, Customer Service, Wealth, Leadership

Education
Certified Financial Planner (CFP)   2014 — 2015

Alberta Insurance Council   2010 — 2011
Life License Qualification Program

NAIT   2010 — 2011
Canadian Investment Funds

Business Career College

Grant MacEwan University
Commerce, Economics

NAIT
Radio & Television, Communications

Dave Stanga Dave Stanga Toronto, Canada Area Details
Dave Stanga's Investors Group Financial Services Inc. Experience October 1978 - Present
Job Estate Planner at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   October 1978 - Present

Education
McMaster University   1974 — 1978
BPE

Brandon Parkes Brandon Parkes Toronto, Canada Area Details
Brandon Parkes's Investors Group Financial Services Inc. Experience 2013 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   2013 - Present

Skills
P&L Management, Budgets, Team Building, Inventory Management, Marketing Strategy, Income Statement, Public Speaking, Social Media, Social Networking, Sales Management, Product Marketing, Financial Reporting, Health & Safety..., Financial Statements, Canadian GAAP, Mutual Funds, New Business Development, Team Leadership, CRM, Strategic Financial..., Inventory, Forecasting, CO-PA, Mathematical Analysis, Mathematical Logic, Budget Management, Profit & Loss Management, Profitability Analysis, Financial Planning, Costing Analysis, Inventory Reconciliation, Residential Mortgages, Goal Setting, Financial Security, P&L, Customer Service, Sales

Education
Seneca College of Applied Arts and Technology   2014 — 2016
Certified Financial Planner (CFP), Financial Planning and Services

IFSE   2014 — 2014
LLQP, Insurance

CSI Global Education   2012 — 2012
IFC (Ivestment Funds in Canada), Finance

University of Toronto   2002 — 2006
BBA Business, Business and Finance

University of Toronto   2002 — 2006
Economics Minor, Economics

Rob Bisson, CFP Rob Bisson, CFP Calgary, Canada Area Details
Rob Bisson, CFP's Investors Group Financial Services Inc. Experience 1999 - Present
Job Regional Director at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   1999 - Present
Investors Group Financial Services Inc.   1995 - 1999
Investors Group Financial Services Inc.   1992 - 1995

Skills
Retirement Planning, Wealth Management, Retirement, Critical Illness, Estate Planning, Mutual Funds, Investment Strategies, Strategic Financial..., Investment Advisory, Investments, Pensions, Segregated Funds, Disability Insurance, Retirement Savings

Education
Mount Royal College   1997 — 1997
Certified Financial Planner professional

Royal Roads University
CEC, executive coaching

Graham Allardice Graham Allardice Winnipeg, Canada Area Details
Graham Allardice's Investors Group Financial Services Inc. Experience 2001 - Present
Job Associate Manager, Training and Development, at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   2001 - Present

Skills
Adult Education, Information Technology..., Training Delivery, Workshop Facilitation, Team Leadership, Resource Management, Needs Analysis, Employee Training, Training, Instructional Design, Business Process, Leadership Development, Employee Engagement, Succession Planning, Leadership, Strategic Planning, Coaching, Mutual Funds, Management

Education
CFP
Certified Financial Planner

Canadian Securities Institute
Securities

Herzing College
Business Information Systems

Red River College
Technical Communications

The University of Winnipeg

Beth Salmon Pye Beth Salmon Pye Halifax, Canada Area Details
Beth Salmon Pye's Investors Group Financial Services Inc. Experience June 1991 - Present
Job Executive Assistant
Industry Financial Services
Experience
Investors Group Financial Services Inc.   June 1991 - Present
Business Breakfast Club Atlantic   March 2010 - June 2015
Halifax Regional School Board  June 2006 - December 2006

Skills
Small Business, Event Planning, Coaching, Event Management, Fundraising, Public Speaking, Strategic Planning, Marketing Communications, Entrepreneurship, Time Management, Nonprofits, Business Development, Contract Negotiation, Social Networking, Networking, Public Relations, Sales, Team Building, Social Media, Social Media Marketing, Business Planning, Marketing, Advertising, Dogs, Marketing Strategy, Community Outreach, Customer Service, Leadership Development, Start-ups, Online Marketing, Leadership, Email Marketing, New Business Development, Strategy, Account Management, Team Leadership, Online Advertising, Customer Retention, Budgets, Sales Management, Training

Education
St Mary's University, Sobey's School of Business   2011 — 2011
Certificate, Small Business Essentials Certificate

Dalhousie University, College of Continuing Education   2006 — 2007
Certificate, Negotiating & Conflict Resolution Certificate

Nova Scotia Community College   1986 — 1987
Diploma, Accounting Clerk

Owen Reimer Owen Reimer Winnipeg, Canada Area Details
Owen Reimer's Investors Group Financial Services Inc. Experience July 2005 - September 2009
Job President, Steinbach Financial Ltd.
Industry Financial Services
Experience
Steinbach Financial Ltd.   September 2009 - Present
Raintree Financial Solutions  May 2011 - Present
Investors Group Financial Services Inc.   July 2005 - September 2009
Red Rock Bible Camp   May 2002 - August 2002

Skills
Disability Insurance, Investments, Insurance, Alternative Investments, Private Equity, Real Estate Private..., Group Insurance, Group Benefit Plans, Group Retirement Plans, Retirement, Critical Illness, Securities, Retirement Planning, Life Insurance, Strategic Financial..., Risk Management, Financial Planning, Wealth Management, Financial Services, Finance

Education
Red River College   2003 — 2005
Diploma

University of Manitoba   2001 — 2003

Mike Tamburro CFP Mike Tamburro CFP Toronto, Canada Area Details
Mike Tamburro CFP's Investors Group Financial Services Inc. Experience September 2005 - Present
Job Certified Financial Planner professional with Investors Group Newmarket Office
Industry Financial Services
Experience
Investors Group Financial Services Inc.   September 2005 - Present
Investors Group Financial Services Inc.   October 2002 - Present
Brampton Battalion OHL Hockey Club   September 2004 - August 2011
Jackson Bandits Hockey Club   September 2000 - May 2002
Cleveland Lumberjacks Hockey Club   September 1996 - May 2000

Skills
Investments, Insurance, Financial Planning, Mortgage, Retirement, Training & Development, Recruitment/Retention, Analysis, Coaching, Strategic Financial..., Finance, Retirement Planning, Financial Planners, Mutual Funds, Recruiting, Time Management, Small Business, Management, Wealth, Disability Insurance, Mortgage Lending, Financial Advisory, Employee Training, Investment Strategies, Estate Planning, Pensions, Leadership, Wealth Management, Tax

Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology   1992 — 1996
BSc, Management

Inderjit Lail Inderjit Lail Toronto, Canada Area Details
Inderjit Lail's Investors Group Financial Services Inc. Experience April 2006 - Present
Job Financial Consultant CFP, MBA at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   April 2006 - Present
Global Maxfin Investments Inc.  September 2004 - April 2006

Skills
Financial Planning, Retirement & Estate..., Investment Planning &..., Strategic Financial..., Retirement Planning, Estate Planning, Retirement, Investments, Insurance, Finance, Mutual Funds, Financial Services, Financial Advisory, Wealth Management, Financial Planners, Investment Advisory

Education
Punjabi University   2000 — 2002
MBA, Marketing

John Scholl John Scholl Toronto, Canada Area Details
John Scholl's Investors Group Financial Services Inc. Experience November 2007 - April 2011
Job Financial Consultant at Desjardins Financial Security Independent Network
Industry Financial Services
Experience
Desjardins Financial Security Independent Network  April 2011 - Present
Investors Group Financial Services Inc.   November 2007 - April 2011
Sun Life  June 1990 - October 2006

Skills
Retirement Planning, Retirement, Strategic Financial..., Financial Planners, Pensions, Mutual Funds, Wealth Management, Wealth, Estate Planning, Fixed Annuities, Investments, Disability Insurance

Education
Canadian Institute of Chartered Life Underwriters   2009 — 2010
CLU, Estate Planning, Risk Mgmt

Financial Planning Standards Council   2009 — 2010
CFP, Financial Planning, Retirement, Tax, Risk Mgmt, Investment, Estate Planning

Certfied General Accountants   1987 — 1993
CGA, Accounting, Finance

University of Waterloo   1967 — 1969
B. Mathematics, Mathematics

McMaster University   1966 — 1967

Fan Yang, MBA Fan Yang, MBA Toronto, Canada Area Details
Fan Yang, MBA's Investors Group Financial Services Inc. Experience February 2010 - June 2010
Job Accounting and Control Analyst at CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets  October 2011 - Present
BMO Capital Markets  August 2010 - October 2011
Investors Group Financial Services Inc.   February 2010 - June 2010
Pyxis Investment   June 2007 - December 2009
Unidomain Canada Trading Inc.   September 2007 - August 2008
Swift Trade Inc.   March 2006 - September 2006
Justice Institute of British Columbia, Richmond   March 2005 - September 2005

Skills
Portfolio Management, Financial Analysis, International Project..., Derivatives, Fixed Income, Financial Markets, Risk Management, Bloomberg, Capital Markets, Equities, Business Development, Investments

Education
McMaster University   2008 — 2009
MBA, Finance and Accounting

McMaster University   2003 — 2007
B.Comm, Finance and Economics

Kelly McGonigal Kelly McGonigal Winnipeg, Canada Area Details
Kelly McGonigal's Investors Group Financial Services Inc. Experience September 2006 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   September 2006 - Present

Skills
Retirement Planning, Wealth Management, Mutual Funds, Retirement Savings, Segregated Funds, TFSA, Retirement, Critical Illness, Strategic Financial..., Investments, RRSP, Pensions, Investment Advisory, Mortgage Lending, Wealth, Financial Services, Investment Strategies, Portfolio Management, RESP, Financial Advisory, Disability Insurance, Estate Planning

Education
Red River College   2005 — 2007
Business Admin, Marketing

Business career college

Vic Aujla CFP® Vic Aujla CFP® Toronto, Canada Area Details
Vic Aujla CFP®'s Investors Group Financial Services Inc. Experience May 2009 - August 2011
Job Senior Financial Advisor at CIBC Imperial Service
Industry Financial Services
Experience
CIBC  July 2015 - Present
HollisWealth, Scotiabank Global Wealth & Insurance   May 2014 - July 2015
Infinity One Financial Inc.   August 2011 - April 2014
Investors Group Financial Services Inc.   May 2009 - August 2011

Skills
Strategic Financial..., Retirement Planning, Process Improvement, Wealth Management, Financial Planners, Investments, Retirement, Estate Planning, Mutual Funds, Time Management, Pensions, Customer Service, Microsoft Excel, Wealth, Investment Advisory, Investment Strategies, Public Speaking, Portfolio Management, Insurance, Financial Analysis, Teamwork, Critical Illness, Financial Planning

Education
Ryerson University   2004 — 2008
Bachelor of Commerce (Hons), Finance/Accounting

Heart Lake Secondary School

Ellie Jenner CFP, EPC Ellie Jenner CFP, EPC Calgary, Canada Area Details
Ellie Jenner CFP, EPC's Investors Group Financial Services Inc. Experience November 1993 - Present
Job Senior Financial Consultant at Investors Group Financial Services Inc.
Industry Investment Management
Experience
Investors Group  November 1993 - Present
Investors Group Financial Services Inc.   November 1993 - Present
Credit Union  April 1980 - October 1993

Skills
Tax Planning,..., Retirement Planning, Strategic Financial..., Financial Planners, Investments, Tax, Critical Illness, Wealth Management, Wealth, Retirement, Estate Planning, Investment Strategies, Investment Advisory, Financial Advisory, Certified Financial..., Mutual Funds, Finance, Savings, Personal Finance, Wealth Management..., Disability Insurance, Financial Planning

Education
Mount Royal University   1996 — 1998
CFP, Certified Financial Planner

Red Deer College   1978 — 1980
Fine Arts

Stephen Pietropaolo, CFP Stephen Pietropaolo, CFP Toronto, Canada Area Details
Stephen Pietropaolo, CFP's Investors Group Financial Services Inc. Experience September 2011 - August 2014
Job Senior Financial Planning Consultant
Industry Financial Services
Experience
ScotiaMcLeod, Scotia Private Client Group, HollisWealth   August 2014 - Present
Investors Group Financial Services Inc.   September 2011 - August 2014
CIBC  January 2010 - September 2011
CIBC  November 2007 - January 2010

Skills
Investment Management, Tax Reduction, Estate Planning, Cash Flow Forecasting, Contingency Planning, Debt Restructuring, Residential Mortgages, Retirement Planning, Intergenerational..., Wealth Accumulation..., Licensed Life & Health..., Group Benefit Plans, Business Succession..., Corporate Restructuring, Restructuring, Retirement, Financial Services, Financial Planners, Investments, Finance, Risk Management, Banking, Credit, Succession Planning, Financial Planning

Education
Seneca College of Applied Arts and Technology   2007 — 2011
Bachelor of Commerce, Finance, Financial Services Management

Financial Planning Standards Council

Canadian Securities Institute

Chaminade College   2002 — 2006

Slobodan Trajkovic Slobodan Trajkovic Toronto, Canada Area Details
Slobodan Trajkovic's Investors Group Financial Services Inc. Experience February 2006 - Present
Job Division Director at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   February 2006 - Present

Skills
Wealth Management, Investments, Mutual Funds, Strategic Financial..., Retirement Planning, Financial Analysis, Financial Planners, Investment Strategies, Strategic Planning, Portfolio Management, Estate Planning, Investment Advisory, Wealth, Financial Advisory, Risk Management, Financial Planning, Retirement, Securities, Equities, Pensions, Small Business, Critical Illness, Banking, Employee Benefits

Education
McMaster University   1999 — 2003
B.A., Economics

Glendale High school

Linda Wilmot Linda Wilmot Calgary, Canada Area Details
Linda Wilmot's Investors Group Financial Services Inc. Experience December 2010 - Present
Job Administration/Bookkeeper at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   December 2010 - Present
Bookinit Bookkeeping   April 2008 - Present
self employed  March 2001 - October 2010

Skills
Efficient, Organized, Continuous Improvement, Team Building, Coaching, Small Business, Administration, Strategic Planning, Customer Service

Education
Lord Beaverbrook High School   1975 — 1979

Mount Royal College

Karen Koch-Schulte Karen Koch-Schulte Winnipeg, Canada Area Details
Karen Koch-Schulte's Investors Group Financial Services Inc. Experience 2000 - 2005
Job Unit Clerk Neurology Department at Health Science Centre Winnipeg
Industry Hospital & Health Care
Experience
Health Science Centre Winnipeg  November 2006 - Present
WRHA  June 2006 - September 2008
Investors Group Financial Services Inc.   2000 - 2005

Skills
Hospitals, Health, Clinical

Education
University of Manitoba   2013 — 2016
Bachelor’s Degree, Bachelor of Community Health Sciences - Family Social Sciences.

University of Manitoba   2011 — 2014

Red River College   2005 — 2006

MBCI   1992 — 1995

Chief Peguis

Gloria Dowden Gloria Dowden Toronto, Canada Area Details
Gloria Dowden's Investors Group Financial Services Inc. Experience August 2010 - August 2013
Job First Aid and CPR Instructor at Self Employed
Industry Financial Services
Experience
Self Employed  March 2014 - Present
Investors Group Financial Services Inc.   August 2010 - August 2013
Sears Canada, Jacques Vert Inc.   September 2008 - May 2011
Phamex Canada   October 2006 - January 2008
Wyeth Pharmaceuticals now Pfizer Pharmaceuticals   January 1988 - September 2006
Newfoundland and Labrador School Boards   September 1972 - June 1976

Skills
tax advice, financial advice, retirement planning, Insurance, Estate Planning, Direct Sales, Computer Literate, Financial Advisory, Marketing, Retirement Planning, Pharmaceutical Industry, Sales Operations, Sales, Business Planning, Customer Service, Pharmaceutical Sales, Negotiation, Sales Force Development, Healthcare, Budgets, Management, Sales Management, Leadership, Competitive Analysis, Tax Advisory

Education
Memorial University of Newfoundland   1969 — 1972
3 years of 4 year BScEd degree program, Granted Newfoundland and Labrador Teaching Certification

York University - Continuing Education
Philosophy

Seneca College
Marketing

Athabasca University of Alberta 2009   2009 — 2011
Bachelor of Arts, Applied studies

John Garnett MBA CFP John Garnett MBA CFP Toronto, Canada Area Details
John Garnett MBA CFP's Investors Group Financial Services Inc. Experience 2004 - Present
Job Financial Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   2004 - Present
Toronto Homes for the Aged   1997 - 2003
Metro Toronto Housing Company   1989 - 1996
City of Toronto  1981 - 1989

Skills
Investment, Tax,..., Financial Goals, Tax, Retirement, Financial Planners, Retirement Planning, Finance, Estate Planning, Investments, Certified Financial..., Financial Services, Financial Planning, Banking, Business Planning

Education
McMaster University   1974 — 1975
MBA, Marketing

University of Guelph   1969 — 1973
Hon. B Comm, Hotel and Food

Monique Reid Monique Reid Edmonton, Canada Area Details
Monique Reid's Investors Group Financial Services Inc. Experience Personal BankerCIBCMay 1996 - October 2002
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   Personal BankerCIBCMay 1996 - October 2002

Skills
Mortgage, Investments, Retirement Planning, Critical Illness, Insurance, Savings, Risk Management, Portfolio Management, Asset Management, Mutual Funds, Retirement Savings, Disability Insurance, Insurance Planning, Financial Advice

Education
Northern Alberta Institute of Technology
Finance

Northern Alberta Institute of Technology
Marketing

Rebecca W. Cheung Rebecca W. Cheung Vancouver, Canada Area Details
Rebecca W. Cheung's Investors Group Financial Services Inc. Experience September 2006 - April 2010
Job Digital Marketing Manager
Industry Marketing and Advertising
Experience
Best Buy Canada  September 2013 - Present
GMR Marketing  June 2013 - September 2013
Rouge Marketing and Event Management   December 2010 - June 2013
Best Buy Canada- Future Shop   February 2012 - March 2013
Sierra Wireless  October 2011 - February 2012
Singleton Urquhart LLP  April 2010 - September 2011
Investors Group Financial Services Inc.   September 2006 - April 2010
Jet Set Sports  July 2008 - March 2010
Other Recommendations   January 2005 - December 2006

Skills
Event Management, Marketing Strategy, Event Marketing, Marketing Communications, Promotions, Experiential Marketing, Contests, Online Marketing, Community Relations, Social Media Marketing, Client Development, Sponsorship, Event Planning, Social Media, Community Development, Project Management, Brand Development, Advertising, Cross-functional Team..., Relationship Marketing, Trade Shows, Email Marketing, Public Relations, Media Relations, Brand Management, Corporate Communications, Digital Marketing, Sponsorship Activation, Online Contests, Social Networking, Market Research, Integrated Marketing, Marketing, Marketing Management, Coaching, Time Management, Leadership, Facebook, Strategic Planning, Management, Strategy, E-commerce

Education
Simon Fraser University
Bachelor of Arts, Communication, Business and Publishingdy

Monash University
International Exchange Program

Université du Québec à Trois-Rivières
French Language Bursary Program

Aaron Sobeski Aaron Sobeski Toronto, Canada Area Details
Aaron Sobeski's Investors Group Financial Services Inc. Experience November 2009 - November 2011
Job Producer at BNN Business News Network
Industry Financial Services
Experience
BNN - Business News Network   November 2011 - Present
Investors Group Financial Services Inc.   November 2009 - November 2011
BNN - Business News Network   May 2003 - March 2010

Skills
Content Strategy, Broadcast, Content Management, Storytelling, Radio, Media Relations, Journalism, Television, Corporate Communications, Strategic Communications, Editing, Digital Media, Copywriting, Social Media, Web Content Management, Video Production, Blogging, Newspaper, Marketing Communications, Social Networking

Education
Sheridan College   2003 — 2004
Post Grad, Journalism

University of Waterloo
B.A. Economics

Larry Waldron Larry Waldron Toronto, Canada Area Details
Larry Waldron's Investors Group Financial Services Inc. Experience August 2004 - February 2007
Job Regional Account Executive at EVO Canada
Industry Financial Services
Experience
EVO Canada  October 2010 - Present
Sun Life Financial  January 2009 - October 2010
Fit for Life  February 2007 - November 2007
Investors Group Financial Services Inc.   August 2004 - February 2007
Dairy Queen Canada Inc  November 1978 - November 2003

Education
Nipissing University   1977 — 1978
BEd, Elementary Education

University of Waterloo   1973 — 1976
BSc, Biology

Amy Samphir Amy Samphir Winnipeg, Canada Area Details
Amy Samphir's Investors Group Financial Services Inc. Experience 2001 - 2004
Job Organizational Development Consultant at Manitoba Public Insurance
Industry Insurance
Experience
Manitoba Public Insurance  August 2010 - Present
The North West Company  2004 - 2009
Investors Group Financial Services Inc.   2001 - 2004
Tippet-Richardson Limited   1999 - 2000

Skills
Coaching, Performance Management, Employee Engagement, HR Policies, Employee Relations, Organizational..., Human Resources

Education
University of Manitoba   2000 — 2001
MBA

Seneca College of Applied Arts and Technology   1998 — 1999
HR Certificate, Human Resources Management

Steve Shuta Steve Shuta Toronto, Canada Area Details
Steve Shuta's Investors Group Financial Services Inc. Experience 2000 - Present
Job Financial Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   2000 - Present
Hagemeyer Canada   1998 - 2000
Hagemeyer Canada   1996 - 1998
Ashley-Koffman Foods   1993 - 1996
Ashley-Koffman Foods   1991 - 1993
Ashley-Koffman Foods   1990 - 1991
Intermetco Food Group   1985 - 1990
Intermetco Food Group   1983 - 1985
Facelle Company   1982 - 1983
Facelle Company   1981 - 1982

Skills
Wealth Management, Risk Management, Retirement Planning, Insurance Planning, Financial Planning, Estate Planning, Investments, Asset Managment, Marketing, Advertising Management, Change Management, Team Building, Team Leadership, Strategic Planning, Process Management, Inventory Management, Pricing Strategy, Strategic Financial..., Financial Planners, Wealth, Retirement, Financial Advisory, Investment Strategies, Mutual Funds, Holistic Financial..., Critical Illness

Education
McMaster University   1974 — 1978
BA Econ., Commerce and Economics

Professional Development

Hamid Farahani Hamid Farahani Toronto, Canada Area Details
Hamid Farahani's Investors Group Financial Services Inc. Experience August 2014 - Present
Job Financial advisor, focusing on wealth creation for Canadians with Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc.   August 2014 - Present

Education
University of Toronto   2011 — 2012
Certificate

Seneca College of Applied Arts and Technology   2000 — 2001
Associate's Degree

Laura Pflug Laura Pflug Kitchener, Canada Area Details
Laura Pflug's Investors Group Financial Services Inc. Experience September 2007 - Present
Job Region Coordinator at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   September 2007 - Present
Investors Group  January 2000 - September 2007

Skills
Financial Planners, Investments, Strategic Financial..., Risk Management, Banking, Financial Analysis, Customer Service, Strategic Planning, Budgets, Business Analysis, Team Leadership, Outlook, Analysis, Human Resources, PowerPoint, Process Improvement, Event Planning, Team Building

Education
Mohawk College   1996 — 1998
Business Administration, Travel & Tourism

John F. Ross C.V.I   1991 — 1995

Sophia Scaletta Sophia Scaletta Montreal, Canada Area Details
Sophia Scaletta's Investors Group Financial Services Inc. Experience August 2010 - December 2012
Job
Industry Public Relations and Communications
Experience
BICOM Communications  February 2014 - Present
BICOM Communications  November 2013 - January 2014
Université de Saint-Boniface  May 2013 - August 2013
Investors Group Financial Services Inc.   August 2010 - December 2012
Health Canada  June 2007 - August 2007

Skills
Bilingual- French, Highly Organized, Fast Learner, Multitasker, Team Oriented, Marketing Communications, Social Media Marketing, Public Relations, Marketing, Teamwork, Team-oriented, French, Time Management, Event Planning, Leadership, Social Media, Marketing Strategy, Editing, Social Networking, Event Management, Advertising, Media Relations

Education
The University of Winnipeg   2012 — 2013
Public Relations Diploma Program

Groupe Sup de Co Montpellier Business School   2009 — 2010
B. Comm (Honors), Marketing and International Business

University of Manitoba   2008 — 2010
I.H. Asper School of Business - Bachelor of Commerce (Honors), Marketing and International Business

Collège universitaire de Saint-Boniface   2005 — 2008
Administration des affaires

Cam Lowe Cam Lowe Edmonton, Canada Area Details
Cam Lowe's Investors Group Financial Services Inc. Experience March 2008 - Present
Job Division Director, Certified Financial Planner, Registered Retirement Consultant
Industry Financial Services
Experience
Investors Group Financial Services Inc.   March 2008 - Present
Canadian MDF Products Company   September 1995 - February 2008

Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Retirement, Wealth Management, Investments, Estate Planning, Financial Planners, Critical Illness, Financial Advisory, Small Business, Mortgage Lending

Education
Northern Alberta Institute of Technology
Business and Accounting

Chris de Hart Chris de Hart Toronto, Canada Area Details
Chris de Hart's Investors Group Financial Services Inc. Experience February 2010 - Present
Job CFP, Associate Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   February 2010 - Present
Investors Group Financial Services Inc.   October 2007 - January 2010

Skills
Strategic Financial..., Retirement Planning, Estate Planning, Estate Tax Planning, Disability Insurance, Life Insurance, Certified Financial..., Personal Tax Planning, Critical Illness..., Long Term Care Insurance, Insurance, Critical Illness, Financial Planners, Finance, Risk Management, Investments, Financial Analysis, Financial Planning, Coaching

Education
Seneca College of Applied Arts and Technology   2007 — 2009
Diploma, Business, Financial Planning

Qingzhou Yang Qingzhou Yang Montreal, Canada Area Details
Qingzhou Yang's Investors Group Financial Services Inc. Experience October 2006 - November 2006
Job Agent Financial services at Caisse Populaire Desjardins
Industry Financial Services
Experience
Caisse Populaire Desjardins  April 2013 - Present
Quebec government  March 2008 - June 2011
Investors Group Financial Services Inc.   October 2006 - November 2006
Beijing Huicheng Law Office   August 2003 - August 2003

Skills
French, Research, Training, English, Investments, International Relations

Education
Université de Montréal   2004 — 2007
M.Sc., Economics

Peking University   2000 — 2004
Bachelor, Law & Economics

Edwin Ng, CPA, CGA Edwin Ng, CPA, CGA Toronto, Canada Area Details
Edwin Ng, CPA, CGA's Investors Group Financial Services Inc. Experience October 2005 - June 2006
Job Accounting Professional
Industry Financial Services
Experience
Freshii  October 2013 - July 2015
Couch Commerce Inc. (TeamBuy.ca Dealfind.com)   2012 - October 2013
RBC Dexia Investor Services  2007 - 2012
Investors Group Financial Services Inc.   October 2005 - June 2006

Skills
Financial Accounting, Financial Analysis, Risk Management, Financial Reporting, Accounting, Finance, Internal Controls, Microsoft Office, Analysis, IFRS, Financial Modeling, Forecasting, Microsoft Excel, Account Reconciliation

Education
CGA - Certified General Accountants of Ontario   2011 — 2014

Seneca College of Applied Arts and Technology   2006 — 2011
Accounting

University of Toronto - New College   2000 — 2005
H.BSci, Mathematics

Gord Pye Gord Pye Halifax, Canada Area Details
Gord Pye's Investors Group Financial Services Inc. Experience November 1993 - Present
Job Experienced Senior Consultant in Wealth Management and Estate Planning with Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc.   November 1993 - Present

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Investments, Financial Advisory, Securities, Wealth Management..., Wealth, Financial Services, Retirement, Financial Planning, Financial Planners, Finance, Insurance, Life Insurance, Estate Planning, Critical Illness, Disability Insurance, High Net Worth..., Pensions, Strategic Planning, Savings, Portfolio Management, Tax Reduction, Investment Strategies, Personal Finance, Income Protection, Investment Advisory, Small Business, Risk Management, Employee Benefits, Tax, Health Insurance, Asset Management, Fixed Annuities, Asset Allocation, Retirement Savings, Coaching, Financial Risk

Education
Mount Saint Vincent University   1988 — 1990
Business Administration and Management, General

Nova Scotia Community College   1986 — 1987
Accounting

Sackville High   1983 — 1986

Erin Magee CFP RRC Erin Magee CFP RRC Toronto, Canada Area Details
Erin Magee CFP RRC's Investors Group Financial Services Inc. Experience December 2007 - Present
Job Financial Planner at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   December 2007 - Present
Labatt Breweries of Canada  October 1998 - September 2001

Skills
Cash Flow Management, Investments, Insurance, Planning, Retirement Planning, Financial Planning, Retirement, Wealth Management, Mutual Funds, Pensions, Annuities, Portfolio Management, Asset Management, Fixed Annuities, Strategic Financial..., Project Planning, Finance, Financial Planners, Investment Strategies, Mortgage Lending, Cash Flow, Life Insurance, Residential Mortgages, Financial Services

Education
Financial Planning Standards Council FPSC   2011 — 2014
CFP, Taxation, Estate, Investments, Insurance, Cash Flow and Ethics

Ryerson University   1998 — 2001
Business Admin, Commerce, accounting

CIFP Retirement Institute
RRC, Retirement Planning

Quang Pham, MBA Quang Pham, MBA Toronto, Canada Area Details
Quang Pham, MBA's Investors Group Financial Services Inc. Experience 2014 - Present
Job Consultant at Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc.   2014 - Present
HoangBinh Inc.   2010 - 2013
The Cofee Pot Cafe   2008 - 2010

Skills
Property Management, Lease Administration, Inventory Management, Property, Invoicing, Accounting, Lease Negotiations, Rentals, Real Estate, Facilities Management, Investment Properties, Operating Budgets, Building Maintenance, Residential Homes, Contract Negotiation, Facilities Operations, Asset Managment, Interpersonal Skill, Computer Hardware..., Computer Maintenance, Financial Analysis, Strategic Analytics, Customer Service, Asset Management, Business Development, Sales, Business Strategy, Time Management, Negotiation, Strategy, Budgets, Leadership, Analysis, Leases, Management, Market Research, Marketing, Referrals, Investments

Education
Ryerson University   2012 — 2013
Master of Business Administration, Global M.B.A.

Ryerson University   2008 — 2010
Bachelor of Commerce, Business Management: Finance Major, Marketing Minor

Mohawk College   2005 — 2007
Advanced Diploma in Business Administration, Honours Diploma in Business Marketing, Business Administration, Management and Operations

Katrina Lyons, CFP Katrina Lyons, CFP Toronto, Canada Area Details
Katrina Lyons, CFP's Investors Group Financial Services Inc. Experience December 2011 - May 2015
Job VP Sales at 33seven
Industry Financial Services
Experience
33seven   July 2015 - Present
Investors Group Financial Services Inc.   December 2011 - May 2015
TD Waterhouse Insurance Services Inc.   December 2010 - December 2011
Sun Life Financial  April 1986 - September 2009

Skills
Retirement Planning, Life Insurance, Fixed Annuities, Mutual Funds, Strategic Financial..., Health Insurance, Disability Insurance, Business Owner Planning, Estate Tax Planning, Insurance, Term Life Insurance, Small Business, Long-term Care, Portfolio Management, Licensed Life Insurance..., Critical Illness, Investments, Group Insurance, Employee Benefits, Long Term Care Insurance, Relationship Management, Brokers, Retirement, Financial Planners, Whole Life, Personal Financial..., Universal Life, Wealth Accumulation, Retirement Savings, Estate Planning, Wealth, Financial Planning

Education
Seneca College of Applied Arts and Technology   1984 — 1985
certificate, Dental Assisting/Assistant

Lise Lavoie Lise Lavoie Winnipeg, Canada Area Details
Lise Lavoie's Investors Group Financial Services Inc. Experience 1986 - 1995
Job Sr. Systems Programmer at City of Winnipeg
Industry Information Technology and Services
Experience
City of Winnipeg  March 2012 - Present
IBM Global Services  1995 - February 2012
Investors Group Financial Services Inc.   1986 - 1995

Skills
Unix, Databases, RMAN, Replication, Unix Shell Scripting, High Availability, Shell Scripting, Production Support, RDBMS, Sybase, Oracle RAC, Solaris, AIX

Education
Red River College
Computer Analyst/Programmer

Ileana Alvare Nunez Ileana Alvare Nunez Winnipeg, Canada Area Details
Ileana Alvare Nunez's Investors Group Financial Services Inc. Experience May 2008 - Present
Job Quality Assurance Analyst at Investors Group Information Services
Industry Information Technology and Services
Experience
Investors Group Financial Services Inc.   May 2008 - Present
Investors Group - Information Services   2008 - Present
Investors Group- Client Services   2003 - 2008
Cubalse Corporation Advance Technology Division   1994 - 2003
Cuba Academy of Sciences, Computer Network Department   1991 - 1994

Skills
Software Quality..., Test Planning, Test Cases, Test Management, User Acceptance Testing, Regression Testing, Plans and estimates..., Assesses requirements,..., Performs and manages..., Test Execution

Education
Red River College   2005 — 2008
Business Analyst

Polytechnic José Antonio Echeverría   1986 — 1991
Bachelor, Computer Hardware

Jennifer Babiak Jennifer Babiak Winnipeg, Canada Area Details
Jennifer Babiak's Investors Group Financial Services Inc. Experience 2000 - 2002
Job Senior Human Resources Advisor at Wawanesa Insurance
Industry Insurance
Experience
Wawanesa Insurance  January 2014 - Present
HED Insurance/Western Financial Group   October 2004 - January 2014
HED Insurance/Western Financial Group   August 2009 - September 2010
HED Insurance & Risk Services   October 2006 - October 2007
Momentum Healthware Inc.   2002 - 2004
Investors Group Financial Services Inc.   2000 - 2002

Skills
Recruiting, Employee Benefits, Employee Relations, Performance Management, Succession Planning, Labor Relations, Organizational..., Employee Engagement, Employee Management, Employee Recognition, Strategic Planning, Human Rights, Insurance, New Hire Orientations, Human Resources, Benefits Administration, Talent Acquisition, Talent Management, Onboarding

Education
University of Manitoba
Human Resources Certificate Program

Red River College   1998 — 2000
Business Administration Diploma, Majors: Marketing & Administration

University of Manitoba
Bachelor of Arts, Labour & Workplace Studies

Tony Mariani Tony Mariani Winnipeg, Canada Area Details
Tony Mariani's Investors Group Financial Services Inc. Experience 1998 - 1999
Job Account Executive
Industry Broadcast Media
Experience
Corus Entertainment  October 2010 - Present
Astral Media  June 2008 - April 2010
mf1   2010 - 2010
Canwest Media  2006 - 2007
Craig Broadcasting   1999 - 2002
Standard Radio  1999 - 1999
Investors Group Financial Services Inc.   1998 - 1999
Corus Entertainment  1990 - 1992
Craig Broadcasting   1990 - 1991
CKRC   1981 - 1987

Skills
Media Buying, Broadcast, Radio, Advertising, Advertising Sales, Digital Media

Education
Red River College   1978 — 1980
Creative Communications

Daniel Mac

Nick Lamoureux Nick Lamoureux Calgary, Canada Area Details
Nick Lamoureux's Investors Group Financial Services Inc. Experience Financial StrategistInvestors groupAugust 2007 - Present
Job Financial Strategist at Investors group
Industry Financial Services
Experience
Investors Group Financial Services Inc.   Financial StrategistInvestors groupAugust 2007 - Present

Education
Mount Royal University
Csl.,Llqp., Finance, Investments, Economy

Sandy MacLean Sandy MacLean Toronto, Canada Area Details
Sandy MacLean's Investors Group Financial Services Inc. Experience January 2011 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Entertainment
Experience
Investors Group Financial Services Inc.   January 2011 - Present
Sony DADC  November 2003 - September 2010
QC Media   March 2002 - October 2003
Cinram  January 1997 - January 2002
The Globe and Mail  1991 - 1996

Skills
Start-ups, Change Management, Key Account Management, Marketing, Management, Leadership, Product Development, Marketing Strategy, CRM, Process Improvement, Manufacturing, Sales, Investments, Supply Chain, Negotiation, Business Analysis, Customer Service, Logistics, Business Planning, Program Management, Business Development, Strategy, Advertising, Event Management, Integrated Marketing, Risk Management, Business Strategy, Finance, Strategic Planning, New Business Development, Management Consulting, Account Management, Operations Management, Entrepreneurship, Budgets, Sales Management, Product Management, Cross-functional Team..., Forecasting, Competitive Analysis, Project Planning, Project Management, Business Process..., Time Management, Recruiting, Strategic Partnerships, Team Leadership, Coaching, Team Building, Training

Education
Ryerson University   1971 — 1974
Business Administration

East York Collegiate   1967 — 1970
Arts and Science

Ted Janzen Ted Janzen Winnipeg, Canada Area Details
Ted Janzen's Investors Group Financial Services Inc. Experience June 2002 - April 2003
Job Consulting IT Architect at Black Pearl Technologies Inc.
Industry Information Technology and Services
Experience
Manitoba Public Insurance  January 2011 - Present
Black Pearl Technologies Inc.   June 2002 - Present
Great-West Life  November 2009 - December 2010
Canwest  September 2007 - August 2009
Wawanesa Insurance  April 2006 - June 2007
Great-West Life  April 2003 - March 2006
E-Care Contact Center   March 2004 - August 2004
Investors Group Financial Services Inc.   June 2002 - April 2003
INSI Strategic Technologies   November 1999 - May 2002
Indicom Technologies   October 1998 - November 1999

Skills
Technical Architecture, Solution Architecture, Architecture, System Architecture, Project Management, Enterprise Architecture, Infrastructure..., Business Analysis, Security, Disaster Recovery, Program Management, Unix, Integration, Data Center, Leadership, Enterprise Software, Servers, Oracle, Vendor Management, Windows Server, Requirements Gathering, Databases, Systems Analysis, Linux, Software Documentation, Architectures, Database Design, IT Strategy

Education
Red River College   1975 — 1976
Computer Analyst Programmer

Greg Stuart Greg Stuart Winnipeg, Canada Area Details
Greg Stuart's Investors Group Financial Services Inc. Experience September 2009 - May 2010
Job Operations Manager at Nickel Communications
Industry Retail
Experience
Rogers Communications  May 2011 - Present
Winnipeg Blue Bombers  May 2010 - January 2011
Investors Group Financial Services Inc.   September 2009 - May 2010
Staples Business Depot  January 2007 - June 2009
FGL Sports Ltd  March 2002 - January 2007

Skills
Customer Service, Retail, Sales Management, Marketing, Sales, Budgets, Team Leadership, Customer Satisfaction, Merchandising, Operations Management, Time Management, Training, Customer Experience, Store Management, Management, Inventory Management, Profit, Sales Operations, Team Building, Customer Retention

Education
Institute of Canadian Bankers   2009 — 2009
Investment Funds in Canada

Red River College   1999 — 2000
Gas Turbine Repair and Overhaul

Stonewall Collegiate Institute   1994 — 1998
High School Diploma

Kenneth Fernandes Kenneth Fernandes Toronto, Canada Area Details
Kenneth Fernandes's Investors Group Financial Services Inc. Experience 2009 - September 2010
Job Sr. Business Analyst at RBC Dexia Investor Services
Industry Financial Services
Experience
RBC Dexia Investor Services  2010 - Present
Investors Group Financial Services Inc.   2009 - September 2010
Merrill Lynch  March 2006 - November 2009
Pfizer Inc  October 2004 - February 2006
Bristol Myers-Squibb  September 2003 - September 2004

Education
New Jersey Institute of Technology   2001 — 2003
Masters, Management Information Systems

New Jersey Institute of Technology   2001 — 2003
MS, Management

Joshua Han Joshua Han Vancouver, Canada Area Details
Joshua Han's Investors Group Financial Services Inc. Experience 2010 - 2012
Job District Sales Associate at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  2015 - Present
CIBC  2014 - 2015
CIBC  2012 - 2014
Investors Group Financial Services Inc.   2010 - 2012
Perly Consulting Group Inc.   2008 - 2009

Skills
Financial Services, Tax, Mortgage Lending, Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Financial Planners, Estate Planning, Financial Analysis, Risk Management, Banking, Corporate Finance, Negotiation, Business Analysis, Due Diligence, Portfolio Management

Education
Queen's University   2006 — 2010
Bachelor of Commerce, Finance

Seoul National University   2009 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration

Paula Simiele Paula Simiele Toronto, Canada Area Details
Paula Simiele's Investors Group Financial Services Inc. Experience July 2009 - October 2012
Job Advisor at Desjardins Financial Security Investments Inc.
Industry Financial Services
Experience
Desjardins Financial Security  October 2012 - Present
Investors Group Financial Services Inc.   July 2009 - October 2012
Hudson's Bay Company  2006 - 2008
Shoppers Drug Mart  2004 - 2006
Loblaw Companies Limited  1984 - 2003

Skills
Retail, Forecasting, Strategic Financial..., Management, Strategic Planning, Leadership, Sales, Team Building, Marketing, Coaching, Performance Management, Time Management, Merchandising, Pricing, Advertising

Education
Ryerson University   1980 — 1983
Business Management

Chad Wiebe Chad Wiebe Winnipeg, Canada Area Details
Chad Wiebe's Investors Group Financial Services Inc. Experience January 2011 - December 2012
Job Senior Systems Integrator at Investors Group
Industry Computer Software
Experience
Investors Group  January 2013 - Present
Investors Group Financial Services Inc.   January 2011 - December 2012
Investors Group  2001 - December 2010

Skills
Software Development, Requirements Analysis, Agile Methodologies, Enterprise Architecture, SQL, Business Analysis, SOA, Integration, JavaScript, System Architecture, Java

Education
Red River College   1999 — 2001
Computer Analyst Programmer, Software Development

University of Akita   1995 — 1995
Certificate, Japanese

University of Manitoba   1987 — 1992
Bachelor, Biology, English, Education

Cindy Hume Cindy Hume Calgary, Canada Area Details
Cindy Hume's Investors Group Financial Services Inc. Experience July 2004 - August 2005
Job Office Manager at Lane Caputo Compensation Inc.
Industry Consumer Services
Experience
Lane Caputo Compensation Inc.   August 2013 - July 2015
Conroy Ross Partners  October 2007 - August 2013
Investors Group Financial Services Inc.   July 2004 - August 2005
Petrolem Services Association of Canada   January 2002 - July 2003
Canadian Bankers Association  2000 - 2001
various: Financial Services; Data Software; Member Services (not for profit)   1979 - 2000

Skills
Business Development, Customer Service, Invoicing, Microsoft Office, Problem Solving, Quality Management, User Acceptance Testing, Writing, Business Strategy, Event Planning, Program Management, Research, Policy

Education
Mount Royal College   1991 — 1992
Certificate, Public Relations

Southern Alberta Institute of Technology   1977 — 1979
Applied Arts, Accounting Major, Business Administration

Frank May Frank May Toronto, Canada Area Details
Frank May's Investors Group Financial Services Inc. Experience June 1998 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   June 1998 - Present
Trans Canada Business Credit   October 1996 - June 1998
TD Bank Group  1989 - 1996
American Express  1986 - 1989
Bank of Montreal  1976 - 1986

Education
Seneca College of Applied Arts and Technology   1993 — 2009
Various Post Secondary Courses

Albert Sousa Albert Sousa Winnipeg, Canada Area Details
Albert Sousa's Investors Group Financial Services Inc. Experience February 2006 - December 2006
Job IT Asset Manager
Industry Information Technology and Services
Experience
MTS Allstream  January 2012 - Present
Great-West Life  February 2007 - January 2012
Investors Group Financial Services Inc.   February 2006 - December 2006
Great-West Life Assurance Company  November 2004 - December 2005
Department of National Defence  September 1992 - August 2004
Agriculture Canada  June 1988 - August 1992

Skills
IEEE 802.11, Frame Relay, Satellite Communications, Cisco IOS, Linux, Unix, Perl, Microsoft Office, Windows Server 2003, Windows 7, SQL Server, Embedded Systems, LAN, WAN, Inmarsat, Encryption, VoIP, Amateur Radio, Solution Architecture, Systems Analysis, Technology Integration, Troubleshooting, Military Operations, Mentoring, Remote Sensing, ITIL, Compliance, Privacy, Strategic Planning, Data Center, System Design, Network Design, VMware Infrastructure, Enterprise Storage, Cloud Computing, Social Networking, SaaS, Routing Protocols, project management, Photography, Video Conferencing, Construction, Security, Disaster Recovery, Wireless, Project Management, Network Security, System Architecture

Education
The University of Winnipeg   1989 — 1992
BSc, Computer Science

Red River College   1986 — 1988
Diploma, Computer Analyst Programmer

Lynn Laval Lynn Laval Winnipeg, Canada Area Details
Lynn Laval's Investors Group Financial Services Inc. Experience February 1992 - October 1995
Job Business Manager at IBM
Industry Information Technology and Services
Experience
IBM  May 2003 - Present
Investors Group Financial Services Inc.   February 1992 - October 1995
Investors Group Financial Services Inc.   July 1979 - February 1992

Skills
Solution Selling, Project Management, Team Leadership, Account Management, IT Service Management, Negotiation, Cross-functional Team..., Management, Quality Assurance, Business Analysis, Outsourcing, CRM, IT Strategy, Enterprise Software, Business Intelligence, Vendor Management

Education
University of Manitoba   1988 — 1991
DPM, Data Processing Management

Red River College   1977 — 1979
CAP Program, Computer Science

Rob Weber, BBM, CFP, CLU Rob Weber, BBM, CFP, CLU Toronto, Canada Area Details
Rob Weber, BBM, CFP, CLU's Investors Group Financial Services Inc. Experience December 1995 - Present
Job Senior Financial Consultant, Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc.   December 1995 - Present
Midland Walwyn  1993 - 1995

Skills
Estate Planning, Wealth Management, Certified Financial..., Financial Planners, Financial Advisory, Strategic Financial..., Retirement, Retirement Planning, Investments, Wealth, Finance

Education
Ryerson University
Bachelor of Business Administration (B.B.A.), Business

Val Snyder Val Snyder Winnipeg, Canada Area Details
Val Snyder's Investors Group Financial Services Inc. Experience 2005 - 2010
Job Retired IGM Architect at Investors Group
Industry Financial Services
Experience
Investors Group  April 2015 - Present
Investors Group  2010 - March 2015
Investors Group Financial Services Inc.   2005 - 2010
Investors Group  2001 - 2005
Great-West  1997 - 2001
OpTx2000   1996 - 1997
Civil Service Commission  1988 - 1996
Canadian Wheat Board  1984 - 1988

Skills
System Architecture, Solution Architecture, Enterprise Architecture, Application Architecture

Education
Red River College

Al Joudrey Al Joudrey Winnipeg, Canada Area Details
Al Joudrey's Investors Group Financial Services Inc. Experience 2000 - 2008
Job Retired Sr. VicePresident
Industry Banking
Experience
Igm Financial Services Inc   2000 - 2008
Investors Group Financial Services Inc.   2000 - 2008
BMO Financial Group  1993 - 1999

Skills
Credit, Banking, Customer Service, Compliance, Policy, Portfolio Management, Loans, Mortgage, Customer Relations, Risk, Analysis, Underwriting, Microsoft Office, Funding, Investments, Retail, Documentation, Trading, Payments, Asset, Requirements Analysis, Research, Accounting, Budgeting, Excel, Auditing, Production, Audit, Administration, Timely, Problem Solving, Executive Management, Cash, Insurance, Negotiation, Coaching, Real Estate, Risk Management, Equities, Financial Reporting, Sales Management, New Business Development, Databases, Small Business, Testing, Pricing, Reconciliation, Cash Management, Mergers & Acquisitions

Education
Fellow of the Institute of Canadian Bankers

Henson College, Dalhousie University School of Advanced Mgt.
Advanced Management

Northwestern University - Kellogg School of Management
Advanced Management

Saint Mary's University
Bachelor of Commerce (B.Com.), Business Administration and Management, General

Douglas Kowalczyk Douglas Kowalczyk Edmonton, Canada Area Details
Douglas Kowalczyk's Investors Group Financial Services Inc. Experience February 2003 - March 2006
Job Business Systems Analyst
Industry Information Technology and Services
Experience
Transitional   August 2010 - March 2015
Withheld  July 2006 - July 2010
Investors Group Financial Services Inc.   February 2003 - March 2006
Alberta Government  1994 - 2002
Andersen Consulting  September 1993 - October 1994
TELUS  1981 - 1993

Skills
Requirements Analysis, Business Rules, Process Modeling, Use Case Analysis, Requirements Elicitation, Discourse Analysis, Problem Analysis, Activity Diagrams, Mental Models, Contextual Interviews, Contextual Analysis, Task Analysis, Cognitive Walkthrough, Functional Decomposition, Domain Modeling, Domain Analysis, Mind Mapping, norm analysis, Business Analysis, Requirements Gathering, Functional..., Agile Methodologies, Business Process Design, Business Process, Enterprise Architecture

Education
Northern Alberta Institute of Technology   2006 — 2007
Cerificate in Business Analysis Leadership, Certificate in Project Management

University of Alberta
B.A.

Christopher Chacra B. Comm Christopher Chacra B. Comm Montreal, Canada Area Details
Christopher Chacra B. Comm's Investors Group Financial Services Inc. Experience October 2006 - Present
Job Division Director at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   October 2006 - Present

Skills
Intercultural..., Sales, Holistic Financial..., Strategic Financial..., Personal Financial..., Planned Giving, Risk Management, Business Development, Tax planning, Insurance planning, Estate Planning, Cash flow management, Retirement Planning, Wealth Management, Investments, Mutual Funds, Investment Strategies, Mortgage Lending, Segregated Funds, Investment Advisory, Pensions, Financial Goals, Asset Allocation, Tax, High Net Worth..., Estate Tax Planning, Recruiting, Financial Planners, Wealth, Personal Finance, Finance, Financial Services, Insurance, Securities, Retirement, Retirement Savings, Critical Illness, Small Business, Financial Planning

Education
John Molson School of Business- Concordia University   2001 — 2004
B.Comm, International Business

Royal Melbourne Institute of Technology   2003 — 2003

Finn Melvaer Finn Melvaer Toronto, Canada Area Details
Finn Melvaer's Investors Group Financial Services Inc. Experience September 1997 - Present
Job Certified Financial Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   September 1997 - Present

Skills
Segregated Funds, Critical Illness, Retirement Savings, Retirement Planning, Financial Planners, Retirement, Wealth Management, Wealth, Estate Planning, Mutual Funds, Investment Strategies, Strategic Financial..., Wealth Accumulation, Pensions, Investment Advisory, Income Protection, Investments, Residential Mortgages

Education
Seneca College of Applied Arts and Technology   1978 — 1981
AFT Diploma, Aviation

Kayleigh Kraguljac Kayleigh Kraguljac Toronto, Canada Area Details
Kayleigh Kraguljac's Investors Group Financial Services Inc. Experience April 2010 - Present
Job Financial Consultant
Industry Financial Services
Experience
Investors Group Financial Services Inc.   April 2010 - Present

Education
Mohawk College   2008 — 2010
Financial Services

Brenda Zealand Brenda Zealand Toronto, Canada Area Details
Brenda Zealand's Investors Group Financial Services Inc. Experience 2000 - Present
Job Consultant, Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   2000 - Present

Skills
Retirement Planning, Financial Planners, Estate Planning, Wealth Management, Strategic Financial..., Critical Illness, Investment Strategies, Mutual Funds, Retirement, Pensions, Wealth, Financial Advisory, Investment Advisory, Investments, Portfolio Management, Savings, Asset Allocation, Asset Managment, Disability Insurance, Income Protection, Wealth Management..., Investment Management, Fixed Annuities, Financial Planning, Small Business

Education
Sheridan College   1981 — 1982

University of Guelph   1977 — 1981
B.A., Economics

Dianne Kroll Dianne Kroll Winnipeg, Canada Area Details
Dianne Kroll's Investors Group Financial Services Inc. Experience January 2000 - Present
Job Corporate Actions Analyst at GreatWest Life
Industry Financial Services
Experience
Great-West Life  January 2013 - Present
Investors Group Financial Services Inc.   January 2000 - Present
Great-West Life  January 1995 - December 1999

Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Portfolio Management, Finance, Tax, Asset Management, Risk Management

Education
Red River College   1985 — 1986
Business Accountacy

St. John's High School
Grade 12

Ali Farooqui Ali Farooqui Toronto, Canada Area Details
Ali Farooqui's Investors Group Financial Services Inc. Experience April 2003 - February 2004
Job Supervisor, Customer Relations at CI Investments Inc.
Industry Financial Services
Experience
CI Investments Inc.  June 2005 - Present
CI Investments Inc.  November 2004 - June 2005
CI Investments Inc.  March 2004 - November 2004
Investors Group Financial Services Inc.   April 2003 - February 2004

Education
Advocis   2009 — 2009
Life Licensing Qualification Program (Insurance)

Investments Funds Institute of Canada (IFIC)   2003 — 2003
Investment Funds Course

Seneca College of Applied Arts and Technology   2002 — 2003
Canadian Securities Course

York University   1999 — 2002
Bachelor's, Business Administration

Willard Dyck Willard Dyck Winnipeg, Canada Area Details
Willard Dyck's Investors Group Financial Services Inc. Experience Programmer AnalystAgricore UnitedJune 2000 - July 2008
Job Systems Analyst at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   Programmer AnalystAgricore UnitedJune 2000 - July 2008

Education
Red River College   1997 — 1999
Computer Analyst / Programmer

Jeneen DesChamps Jeneen DesChamps Winnipeg, Canada Area Details
Jeneen DesChamps's Investors Group Financial Services Inc. Experience 2007 - 2008
Job Quality Assurance Lead at The North West Company
Industry Information Technology and Services
Experience
The North West Company  July 2013 - Present
Blizzard Interactive  April 2011 - July 2013
Celero Solutions  2008 - 2010
Investors Group Financial Services Inc.   2007 - 2008
Celero Solutions  2004 - 2007
Credit Union Central of Manitoba  1998 - 2003

Skills
Testing, Documentation, Change Management, Requirements Gathering, Requirements Analysis, Test Management, Test Planning, Software Quality..., System Testing, Manual Testing, Test Estimation, Integration, Quality Assurance, Software Documentation, Business Requirements, SDLC, Business Analysis, Process Improvement, Test Cases, Resource Management

Education
University of Manitoba   2003 — 2004
Diploma, Quality Management

Red River College   1997 — 2000
Certificate, Information Systems Programmer/Analyst

Cyrus Turel Cyrus Turel Toronto, Canada Area Details
Cyrus Turel's Investors Group Financial Services Inc. Experience 2010 - Present
Job Financial Consultant
Industry Financial Services
Experience
Investors Group Financial Services Inc.   2010 - Present

Skills
Investments, Retirement Planning, Risk Management, Income Protection, Small Business, Mortgage Lending, Tax

Education
University of Toronto
PhD, Physics

University of Toronto
MSc, Physics

McMaster University
BSc, Physics

Reinaldo Angulo Reinaldo Angulo Halifax, Canada Area Details
Reinaldo Angulo's Investors Group Financial Services Inc. Experience January 2011 - March 2011
Job BBA, CSC
Industry Financial Services
Experience
Investors Group Financial Services Inc.   January 2011 - March 2011
Moxie's Classic Grill  January 2006 - October 2010

Education
Northern Alberta Institute of Technology   2006 — 2010
Bachelor, Finance

John Peter Goddard John Peter Goddard Edmonton, Canada Area Details
John Peter Goddard's Investors Group Financial Services Inc. Experience March 1978 - Present
Job Senior Finanmcial Consultant Elder Planning Counsellor at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   March 1978 - Present
Sears Canada  June 1972 - April 1977

Education
Northern Alberta Institute of Technology / NAIT   1970 — 1972
Business Admin, Business, Management, Marketing, and Related Support Services

Strathcona Composite
High School

Adam Mowat Adam Mowat Calgary, Canada Area Details
Adam Mowat's Investors Group Financial Services Inc. Experience September 2006 - August 2008
Job Associate at Body By Vi Canada
Industry Construction
Experience
Body By Vi Canada   August 2011 - Present
Marshall Construction Company   September 2008 - January 2011
Investors Group Financial Services Inc.   September 2006 - August 2008

Education
Red Deer College   2004 — 2006
Business

Clem Bussiere Clem Bussiere Ottawa, Canada Area Details
Clem Bussiere's Investors Group Financial Services Inc. Experience August 1994 - April 2000
Job Independent FundRaising Professional
Industry Fund-Raising
Experience
Retired  September 2000 - Present
Investors Group Financial Services Inc.   August 1994 - April 2000
Various postings   August 1962 - September 1990
Department of National Defence  1982 - 1990

Skills
Stewardship, Annual Giving, Grant Writing, Philanthropy, Public Relations, Fundraising, Strategic Planning, Grants, Program Development, Community Outreach, Proposal Writing, Community Development, Youth Development, Community Organizing, Volunteering, Research, Public Speaking, Nonprofits

Education
Saint Mary's University   1970 — 1974
Diploma of Engineering, Mechanical Engineering

Racette High School   1950 — 1962
Grade 12 with Senior Matriculation, University Entrance

Bruce Lyons Bruce Lyons Winnipeg, Canada Area Details
Bruce Lyons's Investors Group Financial Services Inc. Experience July 1987 - December 1989
Job Retired
Industry Investment Management
Experience
Bruce Lyons Income Tax Services   January 1992 - December 2013
Pro Fund Distributors   January 1993 - December 1999
Investors Group Financial Services Inc.   July 1987 - December 1989

Skills
Small Business, Tax Preparation, Investment Strategies, Real Estate Investment, Equity Trading, Stock Management, Financial Advisory, Financial Management, Investment Properties, Finance

Education
Canadian Institute of Financial Planning   1995 — 1997
Chartered Financial Planner, Financial Management

Red River College   1977 — 1979
Computer Engineering Technologist, Computer Engineering

Grant Park High School   1971 — 1977

yossef kurtz yossef kurtz Toronto, Canada Area Details
yossef kurtz's Investors Group Financial Services Inc. Experience September 2004 - August 2014
Job Financial Services
Industry Financial Services
Experience
Investors Group Financial Services Inc.   September 2004 - August 2014

Skills
Strategic Financial..., Finance, Financial Reporting, Financial Planners, Public Speaking, Insurance, Budget, Cash Management, Investments, Budgets, Financial Modeling, Risk Management, Auditing, Retirement Planning, Financial Analysis, Asset Management, Securities, Real Estate, Managerial Finance, Wealth Management, Retirement, Business Planning, Tax, Business Development, Mergers & Acquisitions, Equities, Cash Flow, Small Business, Accounting, Due Diligence, Management Consulting, Business Analysis, Mutual Funds, Portfolio Management, Leadership, Analysis, Long-term Care, Strategic Planning

Education
York University   2000 — 2005
Economics

Ner Israel Toronto   1999 — 2001

Ner Israel Rabbinical College   1998 — 2000

Jeannette Petitti Jeannette Petitti Toronto, Canada Area Details
Jeannette Petitti's Investors Group Financial Services Inc. Experience March 1994 - Present
Job Region Coordinator at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   March 1994 - Present
Investors Group  1994 - Present

Skills
Operations Management, Events

Education
Wexford Collegiate   1984 — 1988
OSSGD, Honours

Seneca College of Applied Arts and Technology
Business Admin, Honours

Dean Li Dean Li Toronto, Canada Area Details
Dean Li's Investors Group Financial Services Inc. Experience May 2010 - February 2011
Job Investment Analyst
Industry Investment Management
Experience
Investors Group Financial Services Inc.   May 2010 - February 2011
KBC-Goldstate Fund Management Company   November 2005 - September 2009
HuaFu Fund Management Company, Ltd   April 2004 - November 2005
HuaAn Securities Research Institute, HuaAn Securities Company, Ltd.   March 2001 - April 2004
Great Wall Securities Company, Ltd   March 1998 - March 2001
Management School, Tianjin University   July 1991 - March 1998

Education
Nankai University   1988 — 1991
Master

Tianjin University   1979 — 1983
Bachelor

Dianne Ramm, CFE Dianne Ramm, CFE Winnipeg, Canada Area Details
Dianne Ramm, CFE's Investors Group Financial Services Inc. Experience November 1987 - Present
Job Manager, Internal Audit at Investors Group Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   November 1987 - Present
Investors Group Inc.   November 1987 - Present

Skills
Internal Audit, Internal Controls, Financial Analysis, Risk Management, Auditing, Sarbanes-Oxley Act, Financial Risk, IFRS, Enterprise Risk..., Financial Reporting

Education
Red River College   1985 — 1987
Diploma, Business Administration

Cheryl Pearson Cheryl Pearson Winnipeg, Canada Area Details
Cheryl Pearson's Investors Group Financial Services Inc. Experience 1980 - 2000
Job SAP Business Analyst at Winnipeg Regional Health Authority
Industry Government Administration
Experience
Winnipeg Regional Health Authority  August 2012 - Present
Winnipeg Regional Health Authority  October 2008 - July 2012
McCaine Electric Ltd.   2001 - 2008
Investors Group Financial Services Inc.   1980 - 2000

Education
The University of Winnipeg
Management Studies

Red River College
Certificate in Microcomputer Applications

Canadian Payroll Association
Payroll Supervisor Certification

Success CompuCollege
Payroll/Accounting Administrator and Executive Office Assistant

Transcona Collegiate   1976 — 1979
High School

Karyn Ellis Karyn Ellis Halifax, Canada Area Details
Karyn Ellis's Investors Group Financial Services Inc. Experience 2003 - 2005
Job Owner, Karyn's Cookies & Treats
Industry Food Production
Experience
Karyn's Cookies & Treats   October 2009 - Present
Alderney Farmer's Market   2009 - 2012
PMAC Restaurants   1999 - 2007
Investors Group Financial Services Inc.   2003 - 2005

Education
Saint Mary's University   1990 — 2005
Commerce, HR Certification, FInance, Marketing

Peter Vuong Peter Vuong Toronto, Canada Area Details
Peter Vuong's Investors Group Financial Services Inc. Experience October 2011 - November 2011
Job Talent Attraction Coordinator at Canadian Tire
Industry Human Resources
Experience
Canadian Tire  November 2014 - Present
Black Sharp & Company   December 2012 - May 2013
Investors Group Financial Services Inc.   October 2011 - November 2011

Skills
Microsoft Office, Data Mining, Recruiting, Human Resources, Employee Relations, Interviews, Microsoft Excel, Teamwork, New Hire Orientations, Management, Screening Resumes, Recruitments, Screening, Personnel Management, Time Management, Workforce Planning, Leadership, Employee Engagement, Talent Acquisition, Employee Recognition

Education
Ryerson University   2009 — 2011
Bachelor of Commerce, Human Resources Management

Seneca College of Applied Arts and Technology   2006 — 2009
Human Resources Adminstration Diploma, Human Resources Management

Erin Gullis Erin Gullis Toronto, Canada Area Details
Erin Gullis's Investors Group Financial Services Inc. Experience April 2006 - June 2013
Job Associate Consultant at Investors Group
Industry Financial Services
Experience
Investors Group  June 2013 - Present
Investors Group Financial Services Inc.   April 2006 - June 2013

Skills
Outlook, Mutual Funds, Wealth Management

Education
IFSE Institute
Canadian Investment Funds Course, IFIC

Mohawk College
Marketing

Richard D F Scerbo Richard D F Scerbo Winnipeg, Canada Area Details
Richard D F Scerbo's Investors Group Financial Services Inc. Experience 2011 - 2012
Job Member Services Representative at Steinbach Credit Union
Industry Financial Services
Experience
Investors Group Financial Services Inc.   2011 - 2012
Mona Lisa Ristorante Italiano   2006 - 2011

Education
Red River College
Financial Services

Michelle Punzalan Michelle Punzalan Toronto, Canada Area Details
Michelle Punzalan's Investors Group Financial Services Inc. Experience May 2015 - Present
Job Finance Department Intern at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.   May 2015 - Present

Education
Ryerson University
Economics & Management Science

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