Experience
Investors Group Financial Services Inc.   September 2004 - Present
The Gauntlet   August 2000 - April 2004

Skills
Retirement, Social Media, Public Speaking, Estate Planning, Research, Investment Strategies, Wealth Management, Financial Planners, Investment Advisory, Team Leadership, Mutual Funds, Financial Planning, Public Relations

Education
Leadership Calgary   2011 — 2012
Pioneer Leadership

The University of Calgary   1998 — 2004
BA, International Relations

University of Economics, Prague   2002 — 2002
International Relations

Saint Mary's High School   1995 — 1998

Experience
PCL Construction  April 2014 - Present
Protegra  April 2012 - March 2014
Investors Group Financial Services Inc.   September 2011 - 2012
CIBC  April 2007 - September 2011
Cormer Group Industries  June 2011 - July 2011

Education
The University of Winnipeg   2010 — 2011
Human Resources Diploma, Human Resources Management

The University of Winnipeg   2010 — 2011
Management Certificate

University of Manitoba   2006 — 2010
Bachelor of Arts Degree, Labour Studies and Management

Experience
GoodWinWin.com Inc.   September 2010 - Present
Perfect Data Inc.   November 2005 - September 2010
Investors Group Financial Services Inc.   January 2008 - October 2008
Summitt Energy  August 2007 - October 2007
Shanghai UCTECH Ltd.   July 2002 - January 2004
Guangzhou Zhongda Rong-guang Information Technology Ltd.   July 2000 - July 2002
Sun Yat-sen University  July 1999 - July 2002

Skills
CRM, Salesforce.com, Cloud Computing, E-commerce, SaaS, Consulting, Lead Generation, Marketing, Sales, Email Marketing, Business Development, Information Technology, Business Intelligence, Payment Gateways, Training, Strategy, Solution Selling, Strategic Partnerships, Enterprise Software, Professional Services, ITIL, Entrepreneurship, IT Service Management, Direct Marketing, Magento, Apache, Google Apps, Blackberry Enterprise..., Red Hat Linux, MySQL, PHP, Mobile Applications, Akamai, Content Distribution..., Network Monitoring Tools, SAP Business One, Managed DNS

Education
Sun Yat-Sen University
Bachelor, Medicine

Experience
Investors Group Financial Services Inc.   April 1996 - Present
OLPH Band parents association   2014 - 2015

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

Education
University of Alberta   1991 — 1995
MBA, Finance and Financial Management Services

University of Alberta   1983 — 1987
B. Sc, Science

Experience
2M Research Services   June 2015 - Present
Cash America  June 2014 - Present
The University of Texas at Arlington  September 2013 - Present
Freedom 55 Financial  December 2012 - May 2013
Quadrus Investment Services   December 2012 - May 2013
Bronfman Business Library   September 2011 - April 2012
Investors Group Financial Services Inc.   2012 - 2012

Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Strategic Financial..., Equities, Portfolio Management, Wealth Management, Securities, Retirement, Insurance, Financial Modeling, Financial Planning

Education
The University of Texas at Arlington   2013 — 2015
Master of Arts (M.A.), Economics

York University   2008 — 2012
Bachelor of Arts (B.A.), Business/Managerial Economics

Experience
CAIA Canada Chapter   August 2012 - Present
RBC  January 2012 - Present
Investors Group Financial Services Inc.   October 2010 - December 2011
Sabbatical  October 2008 - April 2010
RBC  September 1999 - October 2008
Scotiabank  August 1996 - September 1999

Education
Simon Fraser University
Bachelor of Business Administration, First Class Honours

Experience
Investors Group Financial Services Inc.   1994 - Present
Investors Group  1994 - 2010
Bank Of Montreal  1985 - 1994

Skills
Financial Planning, Estate Planning, Insurance, Retirement Planning, Insurance Planning, Portfolio Management, Retirement Income..., Financial Planners, Retirement, Investments, Disability Insurance, Investment Strategies, Strategic Financial..., Mutual Funds, Investment Advisory, Finance, Wealth Management, Wealth, Retirement Savings, Financial Advisory, Critical Illness, Segregated Funds, Holistic Financial..., Small Business, Financial Services, Income Protection, Asset Management, Certified Financial..., Fixed Annuities, Long-term Care, Pensions, Savings, Trusts, Wealth Accumulation, High Net Worth..., Personal Finance, Inheritance Tax Planning, Retirement Plan...

Education
Wilfrid Laurier University   1998 — 2000
Diploma, Financial Planning

University of Guelph   1982 — 1985
Bachelor's Degree, Agricultural Business

University of Guelph   1977 — 1979
Diploma, Agriculture

St. John's Cathedral Boys School, Manatoba   1971 — 1973
High School

Experience
Investors Group Financial Services Inc.   May 2006 - Present

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

Education
The University of Calgary   2001 — 2005
Bachelor of Commerce, Finance Major

Experience
Strategic Charitable Giving Foundation   March 2015 - Present
Richard Irish Consulting   July 2014 - Present
Imagine Canada  June 2014 - Present
Investors Group Financial Services Inc.   January 1987 - June 2014
Monk Goodwin   May 1982 - December 1986

Skills
Marketing Communications, Community Outreach, Philanthropy, Event Management, Fundraising, Event Planning, Nonprofits, Sponsorship, Public Relations, Social Media, Budgets, Strategic Communications, Strategic Planning, Marketing, Program Management, Business Strategy, Leadership, Public Speaking, Marketing Strategy, Small Business, Entrepreneurship, Social Media Marketing, Corporate Communications, Social Networking, Strategy, Business Planning, Leadership Development, Coaching, Media Relations, Volunteer Management

Education
University of Manitoba   1979 — 1982
LL.B., Law

University of Geneva   1976 — 1978
Certificat de langue et civilisation française, French

Experience
Google  May 2014 - Present
Adometry  January 2014 - May 2014
Bazaarvoice  March 2012 - January 2014
Bazaarvoice  November 2010 - March 2012
Bulldog   June 2008 - November 2010
Bulldog   August 2007 - June 2008
Critical Mass  November 2005 - August 2007
Critical Mass  August 2004 - November 2005
Investors Group Financial Services Inc.   October 2002 - April 2004
Alpinestars  March 2000 - September 2001

Skills
Portfolio Management, Strategic Planning, Development Of Teams, Marketing Automation, User-centered Design, Audience Segmentation, Executive Facilitation, Lead Scoring, Web Analytics, SEO, Analysis, Digital Strategy, Analytics, Digital Marketing, Segmentation, Market Research, Marketing Strategy, Online Advertising, Email Marketing, Lead Generation, SEM, Program Management, Strategy, Omniture, E-commerce, Demand Generation, Marketing, B2B, Start-ups, Leadership

Education
University of Kansas - Graduate School of Business CIMBA   2001 — 2002
MBA, International Business

University of Guelph   1990 — 1995
BA, Design & Fine Art

Experience
Division Director   April 2011 - Present
Investors Group Financial Services Inc.   August 2008 - Present
PepsiCo - Frito Lay  April 2002 - July 2008
Bristol-Myers Squibb  September 1992 - March 2002

Skills
Wealth Management, Retirement Planning, Investments, Mortgage Lending, Strategic Planning, Employee Benefits, Retirement, Finance, Life Insurance, Estate Planning, Insurance, Portfolio Management, Strategic Financial..., Financial Advisory, Mutual Funds, Financial Planners, Financial Services, Financial Planning

Education
Simon Fraser University   1987 — 1992
B.B.A., Marketing and Economics

Experience
Dasco ESP   June 2013 - Present
RBC Royal Bank  August 2010 - May 2013
Investors Group Financial Services Inc.   October 2007 - March 2010

Skills
Wealth Management, Mortgage Lending, Marketing Communications, Investments, Sales Management, Business Development, CRM, New Business Development, Strategic Planning, Contract Negotiation, Business Planning, Energy Industry, Oil, Risk Management, Sales, Financial Analysis, Leadership, Oil & Gas Industry, Petroleum, Management, Social Media, Project Management

Education
The University of Calgary   2001 — 2006
BA

Experience
Investors Group Financial Services Inc.   2007 - Present

Skills
Retirement Planning, Investments, Wealth Management, Financial Planning, Strategic Financial..., Financial Planners, Insurance, Strategic Planning, Retirement, Wealth Accumulation, Personal Finance, Financial Services, Risk Management, Pensions, Investment Strategies, Income Protection, Financial Advisory, Employee Benefits, Business Planning, Estate Planning, Mutual Funds, Investment Advisory, Asset Management, Cash Management, Public Speaking, Disability Insurance, Financial Analysis, Fixed Annuities, Personal Financial..., Life Insurance, Investment Management, Residential Mortgages, Health Insurance, Business Strategy, Entrepreneur, Writing, Insurance Planning, Long Term Care, Group Benefits, Budgeting, Portfolio Management, Compliance, Leadership, Finance, Entrepreneurship

Education
University of Toronto   2001 — 2002
MA, English

The University of Calgary   1988 — 1991
BA Honours, English

Experience
Investors Group Financial Services Inc.   November 2002 - Present
Deutsche Bank and ING Barings in London (UK)   June 1996 - September 2000
Credit Suisse  1994 - 1997
KPMG  1988 - 1989

Skills
Estate Planning, Financial Planners, Retirement Planning, Wealth, Strategic Financial..., Segregated Funds, Wealth Management, Retirement, Investment Strategies, Investments, Financial Advisory, Small Business, Succession Planning, Risk Management, Finance, Tax, Mutual Funds, Leadership, Portfolio Management, Strategy, Financial Services, Investment Advisory, Banking, High Net Worth..., Asset Allocation, Investment Banking, Securities, Mortgage Lending, Asset Management, Disability Insurance, Wealth Management..., Equities, Estate Tax Planning, Management, Insurance, Financial Analysis, Residential Mortgages, Certified Financial..., Fixed Income, Alternative Investments, Cash Management, Options, Financial Markets, Personal Finance, Financial Risk, Financial Goals, Capital Markets, Loans, Private Banking, Financial Planning

Education
Toastmasters   2003 — 2013
ACS, ALB, Communication and Leadership

University of KwaZulu-Natal   1983 — 1987
B.Acc, Accounting

Milton   1977 — 1983

Experience
La boite Orange RH   June 2015 - Present
Métier Plus   March 2014 - June 2015
Groupe Investors, Raymond Massa   January 2013 - February 2014
Investors Group Financial Services Inc.   September 2011 - January 2013
Investors Group Financial Services Inc.   June 2010 - July 2011

Skills
Marketing, Talent Acquisition, Business Networking, Coaching, Employee Training, Recruitment/Retention, Training & Development, Recruiting, Human Resources, Leadership, Business Development, CRM, Business Planning, Change Management, Finance, Management, Strategic Planning, Negotiation, Talent Management, Recrutement, Ressources humaines, Acquisition de talents, Gestion des talents, Planification..., Négociations, Service client, Microsoft Office

Education
Université du Québec à Trois-Rivières   2006 — 2009
B.A.A., administration des affaires, gestion des ressources humaines

Cégep régional de Lanaudière à L'Assomption   2003 — 2006
D.E.C. Science humaine, individu

Collège de L'Assomption   2001 — 2006

Experience
Investors Group  October 2012 - Present
Investors Group Financial Services Inc.   July 2006 - October 2012

Skills
Critical Illness, Disability Insurance, Long-term Care, Investments, Segregated Funds, RRSP, Group Insurance, TFSA, Insurance, Employee Benefits, Mutual Funds, Life Insurance, Retirement Planning, Retirement, Wealth, Retirement Savings, Pensions, Financial Planners, Estate Planning, Business Networking, Income Protection, Wealth Management, Risk Management, Small Business, Strategic Financial..., Financial Goals, Portfolio Management, Financial Advisory, Retirement Plan..., Personal Finance, Investment Strategies, Investment Advisory, Finance, High Net Worth..., Mortgage Lending, Financial Services, Financial Planning

Education
Business career college   2013 — 2013
Elder Planning Counselor, Financial Planning and Services

Southern Alberta Institute of Technology   2003 — 2005
Diploma, Financial services

Cochrane high School   1997 — 2000

Experience
RBC  January 2011 - February 2014
Investors Group Financial Services Inc.   February 2010 - September 2010
Banco Mercantil  August 2005 - July 2006

Skills
Mutual Funds, Finance, Portfolio Management, Banking, Investments, Credit, Strategic Financial..., Financial Analysis, Asset Managment, Risk Management, Wealth Management, Process Improvement, Team Leadership, Budget, Negotiation, Business Analysis, Customer Service, Fixed Income, Budgets, Retail Banking

Education
Universidad Metropolitana (VE)   2004 — 2005
Finance

Universidad Nueva Esparta   1994 — 2001
Bachelor, Business Administration

ACCES

Experience
Investors Group Financial Services Inc.   August 2010 - Present

Skills
Retirement Planning, Strategic Financial..., Retirement, Investments, Investment Strategies, Estate Planning, Mutual Funds, Investment Advisory, Financial Planners, Wealth, Financial Planning, Pensions, Financial Advisory, Financial Analysis

Education
University of Calgary   2005 — 2010
Ba Econ, Economics

Experience
Investors Group Financial Services Inc.   2006 - Present
BNI  2011 - 2013
Scotiabank  May 2005 - April 2006

Skills
Financial Planning, Investments, Retirement Planning, Wealth Management, Estate Planning, Budgeting, Insurance, Retirement Income..., Tax Planning, UK Pension Transfers, Strategic Financial..., Mutual Funds, Savings, Retirement, Portfolio Management, Budgets, Pensions, Financial Planners, Wealth Accumulation, Finance, Financial Advisory, Investment Strategies, Investment Advisory, Financial Risk

Education
Trent University   2003 — 2006
Bachelor of Science, Economics

Financial Planning Standards Council
Certified Financial Planner (CFP)

Experience
Investors Group  May 2014 - Present
Investors Group Financial Services Inc.   March 2003 - May 2014

Skills
Investments, Strategic Planning, Strategic Financial..., Retirement Planning, Finance, Financial Services, Leadership, Portfolio Management, Training, Risk Management, Financial Analysis, Financial Planners, Cash Management, RRSP, Segregated Funds, Banking, TFSA, Wealth Management, Retirement Savings, Mutual Funds, Wealth, Wealth Accumulation, Investment Strategies, Holistic Financial..., Investment Advisory, Retirement, Financial Advisory, Critical Illness, Personal Financial..., Certified Financial..., Income Protection, Estate Planning, Pensions, Financial Planning

Education
Modelo Banfield

Universidad de Buenos Aires

Experience
Investors Group Financial Services Inc.   August 2008 - Present
CCFC  2008 - 2013
Fives  April 2006 - April 2008

Skills
Estate Planning, Critical Illness, Wealth, Retirement, Investments, Retirement Planning, Term Life Insurance, Disability Insurance, Fixed Annuities, Health Insurance, Universal Life, Retirement Income..., Registered Disability..., Tax Preparation, Saving for Education, Critical Illness..., Universal Life Insurance, Estate Tax Planning, Annuities

Education
Sheridan College   1992 — 1995
Electronics Engineering Technology

Experience
PressReader  October 2012 - Present
Investors Group Financial Services Inc.   2009 - October 2012

Skills
Estate Planning, Retirement Planning, Finance, Investment Management, Leadership, Business Development, Management, Sales, Marketing Strategy, Social Media, Strategic Planning, Team Leadership, Wealth Management, New Business Development

Education
Canadian Securities Institute

Financial Planning Standards Council

The University of British Columbia
BA, Economics

Experience
Mount Polley MIning Corporation   April 2013 - September 2013
Help Learn Discover Ltd.   September 2012 - August 2013
Investors Group Financial Services Inc.   June 2011 - February 2013
Help Learn Discover Ltd.   September 2009 - May 2011

Skills
Wealth Management, Investments, Mining, Mutual Funds, Leadership, Recruiting

Education
The University of British Columbia   2013 — 2016
Bachelor of Applied Science (BASc), Mining and Mineral Processing Engineering

The University of British Columbia   2006 — 2011
Bachelor of Science (BS), Majoring in Biopsychology

Experience
Investors Group Financial Services Inc.   2011 - Present
Gestactif inc.   February 2007 - Present
Junior Achievement of Canada  April 2005 - Present
Purolator Inc.  May 2011 - October 2011
Pitney Bowes  January 2006 - November 2010
Gestactif   2007 - 2010
Sani-Marc   2003 - 2005

Skills
Solution Selling, Sales Process, Management, Recruiting, Sales, Sales Management, B2B, Team Leadership, Account Management, Selling, Entrepreneurship, Business Development, Leadership, Negotiation, Direct Sales, Team Building, Customer Retention, Strategy, Lead Generation, Sales Presentations, Salesforce.com, New Business Development, Coaching, Strategic Planning, Cold Calling, Motivational Speaking, Key Account Management, Sales Operations

Education
Université de Sherbrooke   1999 — 2003
BAC, Politique

Université de Sherbrooke   1999 — 2002
University, business and politics

Experience
Sun Life Financial  October 2014 - Present
Investors Group Financial Services Inc.   July 2010 - Present
Mountainview Homes   April 2008 - August 2008

Skills
Risk Management, Wealth Management, Customer Service, Strategic Financial..., Retirement, Investments, Mortgage Lending, Retirement Planning, Financial Analysis, Insurance, Investment Advisory, Finance, Personal Finance, Mutual Funds, Critical Illness

Education
University of Guelph   2006 — 2009
B.Comm Hons, Marketing Management

Sir Winston Churchill   2002 — 2006

Experience
Investors Group Financial Services Inc.   2008 - Present

Skills
Retirement Planning, Wealth Accumulation, Financial Planning, Wealth Management, Investment Strategies, Debt Management, Risk Management, Insurance Planning, Estate Planning, Critical Illness, Income Protection, Mutual Funds, Personal Financial..., Wealth Management..., High Net Worth..., Life Insurance, Mortgage Lending, Asset Management, Financial Planners, Personal Finance, Wealth, Financial Goals

Education
University of Cincinnati   1992 — 1997
BA, Masters in Education, (Economics & Social Studies)

Experience
ATB Investment Services   November 2011 - Present
Scotiabank  June 2011 - October 2011
Investors Group Financial Services Inc.   June 2010 - May 2011

Skills
Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Wealth Management, Portfolio Management, Investment Advisory, Banking, Investment Strategies, Loans, Financial Advisory, Securities, Financial Services

Education
CFA Institute
2015 Level II Candidate in the CFA Program

Canadian Securities Institute   2010 — 2011

University of Alberta   2005 — 2009
Bcomm, Finance Major, Accounting Minor

Business Career College

Experience
HollisWealth, Scotiabank Global Wealth & Insurance   October 2006 - Present
Ashton College  August 2008 - August 2010
Investors Group Financial Services Inc.   September 2000 - September 2006
Delta Credit Union   April 1999 - July 2000
H&R Block  January 1997 - April 1999
Open Learning Agency  May 1996 - March 1999
Ministry of Advanced Education   April 1995 - January 1996
BC Hydro  August 1987 - January 1994

Skills
Financial Planners, Estate Planning, Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Retirement, Wealth, Financial Advisory, Investment Strategies, Investment Advisory, Fixed Annuities, Wealth Management, Small Business, Finance, Employee Benefits, Insurance, Life Insurance, Asset Allocation, Wealth Accumulation, Financial Services, Asset Management, Securities, Wealth Management..., Personal Finance, Disability Insurance, Critical Illness, Long-term Care, Pensions, Bonds, Term Life Insurance, Retirement Savings, Personal Financial..., Investment Management, Mortgage Lending, Residential Mortgages, Alternative Investments, Trading, Segregated Funds, Options, Financial Risk, Relationship Management, Financial Markets, Risk Management, Savings, Hedge Funds, Banking, Financial Planning

Education
The University of British Columbia   1984 — 1987
B. Commerce, Marketing

Experience
Investors Group Financial Services Inc.   January 2010 - Present
Cara Operations  May 2001 - May 2009
Cara Operations  May 1997 - May 2001

Skills
Process Improvement, Financial Planning, Music - Bass Player, Cross-functional Team..., Forecasting, Budgets, Wealth Management, Strategic Planning, Strategic Financial..., Customer Service, Financial Analysis, Leadership, Team Leadership, Investments, Financial Services, Management, Operations Management, Team Building, Analysis, Retirement Planning, Coaching

Education
University of Guelph   2000 — 2000
HMDC, Hospitality Management

Knightsbridge Management Training

Experience
Investors Group Financial Services Inc.   October 1992 - Present
Abu Dhabi Aviation   October 1981 - December 1989

Skills
Retirement Planning, Cash Flow, Retirement Savings, Critical Illness, Estate Planning, Real Estate, Wealth Management, Wealth Accumulation, Pensions, Investments, Employee Benefits, Personal Finance, Insurance, Investment Advisory, Fixed Annuities, Disability Insurance, Tax, Mutual Funds, Strategic Financial..., Investment Strategies, Income Protection

Education
St. Xavier's College   1970 — 1974
BSc, Chemistry

Speakers I Have Learned From...
Motivation and Success

Experience
Scotiabank  September 2014 - Present
Scotiabank  December 2009 - August 2014
Investors Group Financial Services Inc.   December 2005 - December 2009
Express Group   May 1999 - November 2005

Skills
Strategic Financial..., Financial Risk, Retirement Planning, Intergenerational..., Immigration Issues, Mutual Funds, Cross-functional Team..., Team Leadership, Investment Strategies, Insurance, Finance, Wealth Management, Financial Advisory, Investments, Financial Planners, Financial Analysis, Banking, Risk Management, Financial Services, Financial Planning

Education
Certified Management Accountants of Ontario   2011 — 2015
CPA/CMA, CMA Leadership Program, 2015 Graduate Chartered Professional Accountant/Chartered Management Accountant

Financial Planning Standards Council   2008 — 2009
CFP, Financial Planning and Services

Sofia University St. Kliment Ohridski   1981 — 1993
PhD, Engineering Physics

Matematicheska Gimnasia
Computer Programmer, IT

Experience
Lydia Laceby   June 2013 - Present
CIBC World Markets  February 2014 - Present
Novel Escapes   June 2009 - Present
Talentcor  December 2011 - February 2014
Novel Escapes   June 2009 - July 2012
Investors Group Financial Services Inc.   March 2011 - November 2011
TD Insurance  September 2004 - January 2010

Skills
Blogging, Creative Writing, Blogger, Customer Service, Microsoft Word, Press Releases, Publishing, Published Author, Writing, Writers, Fiction Writing, Book Reviews, Critique, Novels, Pinterest, Google+, Wordpress, Executive..., Administrative..., Data Entry, Office Management, Microsoft Office, Time Management, Insurance, Critical Thinking, Social Networking, Organizational..., File Management, Fiction, Proofreading, Freelance Writing

Education
University of Guelph   1994 — 1997
BA, Psychology

Experience
Nexus Systems Group  July 2011 - October 2012
Investors Group Financial Services Inc.   April 2011 - July 2011
Art of Living  July 2009 - January 2011
War Child Canada  October 2008 - March 2009

Skills
Personal Development, Recruiting, Training, Leadership

Education
University of Alberta   2003 — 2008
Bachelor of Arts (with Distinction), Psychology and Political Science (Double Major)

Experience
Investors Group Financial Services Inc.   March 2008 - Present
Investors Group Financial Services Inc.   October 2010 - Present
Warriors Club Martial Arts Academy   September 2008 - Present
BMO Fiancial Group   2005 - 2008
RBC Financial Group  2004 - 2005

Skills
Investments, Small Business, Retirement Planning, Management, Coaching, Entrepreneurship, Customer Service, Insurance, Sales, Strategic Planning, Wealth Management, Mutual Funds, Training, Banking, Public Speaking, Financial Analysis, Team Building, Employee Benefits, Mortgage Lending, Time Management, Estate Planning, Sales Management, Budgets, Microsoft Excel, Budget

Education
The Financial Advisors Association of Canada   2011 — 2012
Certified Health Insurance Specialist, Health and Wellness, General

Canadian Securities Institute   2008 — 2010
Certificate, Professional Financial Planning

Simon Fraser University   2004 — 2005
Graduate Diploma in Business Administration, Business Administration and Management, General

Iran Azad University   1995 — 2003
Bachelors Degree, Civil Engineering

Financial Planning Standards Council
“FPSC Level 1 ™ Certificant”

Experience
Investors Group Financial Services Inc.   October 2011 - Present
Terra Greenhouses Limited  March 2003 - October 2011
The North West Company  August 2001 - January 2003
Reno-Depot, Inc.   January 2000 - June 2001
White Rose Crafts and Nursery Sales Limited   February 1993 - January 2001

Skills
Investments, Tax, Banking, Financial Planning, Financial Analysis, Succession Planning, Business Planning, Budgeting, Retirement Planning, Insurance, Marketing Strategy, Strategic Financial..., Retail, Small Business, Finance

Education
University of Guelph   1983 — 1987
B.Sc. (Agr.), Horticulture

Anderson C.V.I   1979 — 1982

Experience
Investors Group Financial Services Inc.   May 2006 - Present
EISI  October 2000 - May 2006
Siemens Healthcare  June 1999 - September 2000
EDS Group  April 1998 - June 1999
Investors Group Financial Services Inc.   January 1997 - April 1998
Investors Group Financial Services Inc.   February 1996 - December 1996
Investors Group Financial Services Inc.   August 1994 - January 1996
Investors Group Financial Services Inc.   August 1992 - August 1994
Investors Group Financial Services Inc.   March 1990 - August 1992
Investors Group Financial Services Inc.   September 1988 - March 1990

Skills
Strategic Financial..., Retirement Planning, Wealth Management, Financial Planners, Retirement, Investment Strategies, Estate Planning, Mutual Funds, Investments, Investment Advisory, Disability Insurance, Life Insurance, Critical Illness, Risk Management, Wealth, Financial Advisory, Business Development, Pensions, Strategy, Insurance, Financial Services, Financial Planning

Education
Advocis - Wealth Management and Estate Planning   2010 — 2010
Certified Financial Planner program

Advocis - Comprehensive Practices in Risk and Retirement Planning   2009 — 2009
Certified Financial Planner program

Advocis - Contemporary Practices in Financial Planning   2009 — 2009
Certified Financial Planner program

Advocis - Financial Planning Fundamentals   2004 — 2004
Certified Financial Planner program

Canadian Institute of Financial Planning - Wealth Accumulation   1997 — 1997
Certified Financial Planner program

Canadian Institute of Financial Planning - Personal Financial Planning   1996 — 1996
Certified Financial Planner program

University of Manitoba   1981 — 1985
BSc, Computer Science

Dakota Collegiate   1978 — 1981

Experience
Lifelong Financial Solutions Inc.   January 2013 - Present
University Health Network  September 2012 - March 2013
Lifelong Financial Solutions Inc.   January 2012 - December 2012
SEM-ENG INTL   November 2010 - December 2011
Unity for Autism   February 2010 - December 2011
Investors Group Financial Services Inc.   October 2007 - February 2010

Skills
Financial Management, Event Management, Financial Analysis, Strategic Financial..., Strategic Planning, Event Planning, Investments, Risk Management, Banking, Team Building, Budgets, Research, Business Strategy, Fundraising, Coaching, Financial Services, Leadership, Management, Marketing, Public Relations

Education
Trent University   2003 — 2007
B.A. Honours, Political Science & Women Studies

Experience
All Inclusive Marketing Inc.  July 2010 - Present
Raymond James Financial  December 2008 - July 2010
Investors Group Financial Services Inc.   2004 - 2006

Skills
Internet Marketing, Affiliate Marketing, Ecommerce, Marketing, E-commerce, Investments, Web Analytics, Marketing Strategy, Integrated Marketing, Web Marketing, Management, Online Marketing, Analytics, PPC, SEM, Online Advertising, Digital Marketing, Affiliate Management, Entrepreneurship

Education
UBC   2011 — 2011
Certificate

Canadian Securities Institute   2004 — 2010
CIM

Financial Planners Standards Council   2005 — 2005
CFP

Experience
Leaside Baseball Association Camp   2002 - Present
Toronto City Sports Centre   October 2010 - April 2013
Jedron/LTL Technologies   October 2011 - April 2012
Foot Locker  October 2010 - May 2011
Investors Group Financial Services Inc.   February 2010 - July 2010
NetRegistry   February 2009 - April 2009
NetRegistry   January 2008 - April 2008
Extreme Fitness  2003 - 2005

Skills
Leadership, Email Marketing, Entrepreneurship, SEO, Sales, Coaching, Cross-functional Team..., Time Management, Training, Project Management, Web Design, Customer Service, Creative Direction, Retail, Program Management, Integration, Sports, Inventory Management, Fitness, Teaching

Education
National Home Services Sales Training 2010 - National Home services   2010 — 2010
Bachelor of Commerce, Bcomm

University of Guelph   2004 — 2008
Bcomm, Real Estate Management

Experience
Harbourfront Wealth Management   January 2014 - Present
Investors Group Financial Services Inc.   August 2008 - January 2014
Jayman MasterBUILT  October 2007 - July 2008

Skills
Retirement Planning, Estate Planning, Insurance, Wealth Management, Financial Planners, Strategic Financial..., Mortgage Lending, Financial Services, Critical Illness, Small Business, Finance, Investment Management, Life Insurance, Disability Insurance, Personal Tax Planning, Corporate Tax Planning, Consumer Lending, Health Insurance, Cash Management, Investments, Financial Analysis, Mutual Funds, Investment Strategies, Retirement, Asset Management

Education
Canadian Securities Institute   2014 — 2014
CPH, Conduct and Practices Handbook

Financial Planning Standards Council   2012 — 2013
CFP

Canadian Securities Institute   2010 — 2012
FPSC Capstone Course

Canadian Securities Institute   2011 — 2011
FP2, Financial Planning 2

Canadian Securities Institute   2010 — 2011
FP1, Financial Planning 1

Canadian Securities Institute   2010 — 2010
CSC, Canadian Securities Course

Business Career College   2008 — 2008
LLQP, Life License Qualification Program

Institute of Financial Services Education   2008 — 2008
CIFC, Candian Investment Funds Course

University of Calgary   2001 — 2006
B.A., Political Science

Experience
Fidelity Investments  July 2015 - Present
Traductions Serge Bélair inc.   October 2012 - May 2015
Traductions Serge Bélair inc.   November 2009 - September 2012
Traductions Séguin Adams inc.   May 2006 - November 2009
Investors Group Financial Services Inc.   March 2000 - July 2005
Desjardins Ducharme Stein Monast  January 1996 - February 2000

Skills
Translation, Technical Translation, Multilingual, French, Linguistics, Traduction, Français, Trados, Traduction technique

Education
Université de Montréal   2002 — 2006
Baccalauréat ès arts/Bachelor of Arts, Traduction/Translation

Collège François-Xavier-Garneau   1993 — 1996
DEC Techniques juridiques, Techniques juridiques / Paralegal Studies

Champlain Regional College   1986 — 1988
DEC Sciences pures, Sciences pures et appliquées / Pure & Applied Sciences

Katimavik High School   1981 — 1986
DES, Études générales

Experience
Investors Group Financial Services Inc.   May 2011 - Present
Vancouver Whitecaps FC  2010 - 2010

Skills
Group Benefit Plans, Insurance, Investment Strategies, Wealth Management, Retirement Planning, Financial Planners, Mutual Funds, Retirement, Financial Advisory, Estate Planning, Wealth, Finance, Investment Advisory, Critical Illness, Pensions, Financial Planning

Education
Southern New Hampshire University   2004 — 2008
Bachelor of Science, Business Administration

Experience
PwC  May 2014 - Present
PwC  2013 - 2014
Rotman School of Management, University of Toronto  2012 - 2014
Investors Group Financial Services Inc.   2010 - 2012

Skills
Financial Modeling, Financial Analysis, Valuation, Finance, Capital Markets, Business Analysis, Corporate Finance, Mergers & Acquisitions, Private Equity, Purchase Price..., Bloomberg, Capital IQ, Leadership, Presentations, Strategy, Business Strategy, Due Diligence, Investment Banking

Education
University of Toronto - Rotman School of Management   2012 — 2014
Master of Business Administration (MBA), Finance

Chartered Financial Analyst Institute
Passed all three levels of the CFA program

Canadian Securities Course
Completed the CSC program

University of Guelph   2003 — 2007
Bachelors of Arts (Hons)

Experience
Keldar Leadership Solutions   August 2003 - Present
Investors Group Financial Services Inc.   August 1999 - July 2003
Investors Group Financial Services Inc.   November 1996 - July 1999
Investors Group Financial Services Inc.   January 1994 - October 1996
MacDonald Island Park Society   February 1991 - December 1993

Skills
Leadership, Workshop Facilitation, Staff Development, Strategic Financial..., Leadership Development, Management Consulting, Coaching, Public Speaking, Strategic Planning, Organizational..., Management, Sales Management, Change Management, Strategy, Operations Management, Public Relations, Fundraising, Entrepreneurship, Nonprofits, Marketing, Recruiting, Project Planning, Mergers & Acquisitions, Employee Training, Sales, Small Business, Training, Team Building

Education
University of Alberta   1980 — 1984
BPE

Experience
Investors Group Financial Services Inc.   June 2015 - Present
Investors Group Financial Services  November 2011 - June 2015
Zellers  September 2009 - November 2011
CEMEX  October 2003 - June 2009
Casa Pedro Domecq  July 2000 - May 2003
KPMG MEXICO   July 1998 - July 2000

Skills
Budgets, SAP, Finance, Teamwork, Accounting, Team Leadership, Microsoft Word, Forecasting, Strategic Planning, Financial Analysis, Customer Service, Tax Accounting, Cost Accounting, Branch Management, Risk Management, Investments, Accounts Receivable, Strategic Financial..., Office Administration, Accounts Payable, Financial Planning

Education
Universidad La Salle, A.C.   1993 — 1998
Bachelor's degree, Accounting

Colegio Simon Bolivar, A.C.   1991 — 1993
High School

Experience
Smart Data Systems   March 2015 - Present
Smart Data Systems   November 2014 - March 2015
Western Financial Group  April 2012 - November 2014
Imaginet  2008 - March 2012
SyAM Software, Inc   2003 - 2009
Investors Group Financial Services Inc.   2003 - 2004
Nygard International  2002 - 2002
Mind Computer Products   1997 - 2002

Skills
Agile Methodologies, Software Development, .NET, Microsoft SQL Server, TFS, ASP.NET, Visual Studio, T-SQL, C#, SQL, Requirements Analysis, Web Services, XML, WCF, VB.NET, Enterprise Software, TDD, Web Applications, ASP.NET MVC, JavaScript, LINQ, AJAX, Integration, Entity Framework, Unity, Team City, Octopus Deploy, C++, Databases

Education
University of Manitoba   1988 — 2002
B.Sc., Math

Sinclair Community College
Accounting, 4.0

Experience
Investors Group Financial Services Inc.   December 2006 - Present
Investors Group  August 1992 - Present
Westbridge corporation   August 1988 - July 1991

Skills
Holistic Financial..., Strategic Financial..., Sales, Finance, Fixed Annuities, Insurance, Portfolio Management, Asset Management, Wealth Management..., Financial Planning, Banking, Segregated Funds, Life Insurance, Financial Risk, Disability Insurance, Long-term Care, Coaching, Leadership, Marketing Strategy, Microsoft Office, Strategic Planning, Negotiation

Education
Université Laval   1999 — 2003
PFP, Finance

Experience
Investors Group Financial Services Inc.   December 2014 - Present
Singapore Airlines Ltd  June 1996 - December 2011

Skills
Personal Financial..., Retirement Planning, Insurance, Business Strategy, Finance, Mortgage Lending, Networking, Commercial Aviation, Piloting, Flight Training, Flight Safety, Civil Aviation, Flight Planning, Flights, Crew Resource Management, Airplane, Airports, Operations Management, Aviation, Event Management, Process Improvement

Education
The University of Manchester   1992 — 1994
Bachelor, Mechanical Engineering

Experience
Investors Group Financial Services Inc.   January 2007 - Present
Investors Group  2006 - May 2014
Investors Group, Winnipeg   2007 - April 2014

Education
University of East Anglia

Experience
Investors Group Financial Services Inc.   September 2009 - May 2012
Sanimax  May 2007 - January 2009
gencor foods   2007 - 2007

Education
University of Guelph   2001 — 2005
BA, Economics

Experience
Investors Group Financial Services Inc.   February 1999 - Present
Financial Post Datagroup   July 1989 - June 1997

Skills
Investments, Retirement, Customer Service, Risk Management, Mutual Funds, RRSP, Financial Planners, Management, Marketing, Retirement Planning, Wealth Management, Strategic Financial..., Wealth Accumulation, Critical Illness, Wealth, Investment Strategies, Holistic Financial..., Retirement Savings, Estate Planning, Income Protection, Investment Advisory, Savings, Financial Advisory, Pensions, Financial Services, Personal Finance, Financial Planning

Education
Sheridan College   1999 — 2009
Marketing & Sales, working on HR

Experience
Edward Jones  2014 - Present
Investors Group Financial Services Inc.   January 2012 - January 2014
Nortel  1999 - 2009
Bell Northern Research  1991 - 1999

Skills
Strategic Financial..., Telecommunications, Protocol Design, VoIP, Requirements Analysis, Software Development, Integration, PMP, Software Project..., Team Leadership, ClearCase, Project Management, Networking, Program Management, IP, Ethernet, Estate Planning, Financial Planning

Education
CCH / Advocis   2010 — 2010
CFP courses, Financial Planning and Services

Canadian Securities Institute   2011 — 2011
Canadian Securities Course, Investments and Securities

Université de Sherbrooke   1985 — 1990
M. Sc. A., Electrical Engineering, protocol design

Experience
National Bank of Canada  July 2014 - Present
Scotiabank  November 2010 - July 2014
Manulife Securities  January 2009 - November 2010
Investors Group Financial Services Inc.   November 1996 - January 2009
Hilti Canada Ltd.   October 1986 - September 1992

Skills
Retirement Planning, Retirement, Wealth Management, Mutual Funds, Financial Advisory, Strategic Financial..., Investments, Estate Planning, Financial Planners, Disability Insurance, Asset Allocation, Investment Management, Insurance, Finance, Portfolio Management

Education
University of Guelph   1978 — 1981
BSc Eng, Agricultural Engineering

Experience
Investors Group  January 2014 - Present
Investors Group  July 2013 - Present
Investors Group Financial Services Inc.   February 2011 - June 2013
Doncar Systems   March 2002 - February 2011

Skills
Team Building &..., Budgeting & Cost..., Information & Strategic..., Functional..., Process Re-Engineering, Client Needs Assessment, Project Management, Integration, Team Leadership, Business Analysis, Software Project..., Strategic Planning, SQL, Technology Needs..., Systems Analysis, Business Process..., Functional..., Budgets, Requirements Analysis, Architecture, Quality Assurance, SDLC, MS Project, Software Development, Web Applications, Software Documentation, Business Process..., Requirements Gathering, Risk Management, Enterprise Architecture, Analysis, Leadership, Project Portfolio..., Process Improvement, Performance Management, Business Process, Business Development, Business Intelligence, Training

Education
Leadership Winnipeg   2011 — 2012
Certificate, Leadership

CDI College   1999 — 2000
Computer Programming

The University of Winnipeg   1990 — 1995
BA, Accounting

Experience
Investors Group Financial Services Inc.   January 1995 - Present
Royal Bank of Canada  May 1991 - October 1994

Skills
Leadership, Retirement Planning, Risk Management, Investment Strategies, Mutual Funds, Retirement, Disability Insurance, Wealth Management, Critical Illness, Strategic Financial..., Wealth, Financial Planning, Investment Advisory

Education
University of Calgary   1986 — 1991
BA, Economics

Experience
Deloitte Canada  March 2013 - Present
HSBC  November 2011 - March 2013
Investors Group Financial Services Inc.   July 2007 - November 2011
Ticketmaster  2003 - 2006
Ticketmaster  2003 - 2006

Skills
Sales, Account Management, Financial Analysis, Presentations, Market Research, Investments, Mutual Funds, Wealth Management, Risk Management, Portfolio Management

Education
University of Alberta   2005 — 2007
B.Comm, Finance

EBCHS

EBCHS

Experience
Investors Group  May 2013 - Present
Investors Group  October 2002 - May 2013
Investors Group Financial Services Inc.   January 2007 - May 2013

Skills
Retirement Planning, Financial Advisory, Financial Planners, Estate Planning, Retirement, Strategic Financial..., Mutual Funds, Critical Illness, Investment Strategies, Wealth Management, Investments, Insurance, Disability Insurance, Wealth, Investment Advisory, Mortgage Lending

Education
Financial Planning Standards Council   2004 — 2006
Certified Financial Planner, Financial Planning and Services

University of Guelph   1996 — 2000
B Comm, Ag Business

Experience
International Development Research Centre - IDRC  June 2006 - Present
Investors Group Financial Services Inc.   May 2005 - June 2006
Clearnet PCS Inc. (now Telus Mobility)   May 1997 - June 2001

Skills
Recruiting, Human Resources, Policy, Management, Strategy, Employee Relations, International..., Training, Program Management, Temporary Placement, Policy Analysis, Coaching, Research, Organizational..., Capacity Building

Education
Université du Québec en Outaouais
Degree in Industrial Relations

Cegep de l'Outaouais

Grande-Rivière

Experience
CIBC  November 2014 - Present
RBC  November 2008 - Present
RBC  January 2011 - April 2012
Investors Group Financial Services Inc.   2006 - 2008

Skills
Banking, Commercial Banking, Credit, Retail Banking, Mortgage Lending, Investments, Investor Relations, Investment Strategies, Estate Planning, Financial Planning, Wealth Management, Mutual Funds, Relationship Management, Financial Services, Loans, Residential Mortgages, Credit Risk, Retirement Planning, Cross Selling, Lines Of Credit, Cash Management, Refinance, Wealth, Branch Management, Credit Cards, Pensions, Branch Banking, Risk Management, Credit Analysis, Financial Advisory

Education
CSI Canada
PFP, Financial Planning and Services

The University of Winnipeg   1998 — 2002
Bachelor of Science (B.Sc.), Chemistry

Experience
Investors Group Financial Services Inc.   February 2010 - Present

Skills
Investment Advisory, Investments, Retirement, Mutual Funds, Investment Strategies, Wealth, Portfolio Management, Wealth Management, Estate Planning, Pensions, Critical Illness

Education
Simon Fraser University

Simon Fraser University
Educational Administration

Experience
Legal Aid Ontario  June 2014 - Present
Legal Aid Ontario  July 2013 - May 2014
Catalyst Canada Market Expansion   December 2009 - April 2012
Rodgers and Associates   June 2010 - July 2010
Electro-Wheels   May 2009 - September 2009
Investors Group Financial Services Inc.   June 2009 - August 2009
JB Aquisitions   May 2007 - September 2007
Signs in the Making   May 2006 - September 2006
Kaitlin Group Construction   May 2004 - September 2004

Skills
Market Research, Business Development, Marketing, Sales, Marketing Strategy, Strategic Planning, Retail, Program Management, CRM, Leadership, Time Management, Negotiation, Advertising, B2B, Management, Social Networking, Social Media Marketing, New Business Development, Business Strategy, Training, Sales Management, Customer Service, Selling

Education
University of Leicester   2009 — 2011
L.L.B, Law

University of Toronto - University of St. Michael's College   2005 — 2009
BA. Hons, Politics and Religion

St. Andrew's College   1999 — 2005
Political Science, History, Religion, English, World Issues, Geography, Biology

Bayview Glen   1997 — 2004

Experience
Great-West Life  May 2014 - Present
Qtrade Financial Group  October 2006 - April 2014
Qtrade Financial Group  March 2009 - October 2011
Qtrade Financial Group  October 2006 - March 2009
Credential  June 2003 - October 2006
Investors Group Financial Services Inc.   June 2002 - June 2003
Canadian Western Trust  January 2001 - June 2002
ScotiaMcLeod  June 2001 - January 2002

Skills
Mutual Funds, Investments, Wealth Management, Strategic Financial..., Investment Advisory, Wealth, Retirement Planning, Securities, Insurance, Asset Managment, Investment Strategies, Estate Planning, Retirement, Portfolio Management, Investment Management, Equities, Financial Services, Mortgage Lending, Asset Management, FX Options, Fixed Income, Banking, Business Planning, Critical Illness, Personal Finance, Credit Analysis, Alternative Investments, Financial Planners, Relationship Management, Financial Advisory, Asset Allocation, Credit, Bonds, Certified Financial..., Life Insurance, Loans, Wealth Accumulation, Disability Insurance, Financial Analysis, Trading, Fixed Annuities, Wealth Management..., Risk Management, Pensions, Finance, Training Delivery, Coaching, Team Management, Project Management, Sales

Education
Simon Fraser University   1996 — 1999
Criminology and Political Science

Experience
Afp Solutions   May 2009 - Present
Investors Group Financial Services Inc.   December 2009 - April 2011
Farmer Business Consultant   January 2009 - April 2009

Skills
Mutual Funds, Income Protection, Financial Goals, Business Planning, Strategic Financial..., Wealth Management, Debt Consolidation, Financial Accounting, Retirement Planning, Personal taxes, Corporate taxes

Education
Certified General Accounting of Alberta ( CGA)   2009 — 2010
Accounting

Southern Alberta Institute of Technology   2008 — 2009
Bachelor's degree, Accounting

Universidad de Lima   1977 — 1983
Bachelor, Accounting and Auditing

Experience
Investors Group Financial Services Inc.   September 2000 - Present

Skills
Retirement Savings, Insurance Planning, Investment Planning, Tax Planning, Cash Management, Estate Planning, Financial Planners, Investments, Strategic Financial..., Asset Allocation, Retirement Planning, Retirement, Wealth Management, Critical Illness, Wealth Accumulation, Investment Strategies, Investment Advisory, Financial Planning, Mutual Funds, Wealth, Financial Advisory

Education
University of Alberta   1998 — 2000
Bachelor of Commerce (B.Com.), Finance, General

Chinese Culture University (Taiwan)   1985 — 1992
Master's degree, Law

Experience
Investors Group Financial Services Inc  2010 - Present
Goldman Sachs Principal Strategies   2009 - 2010
Deloitte Consulting  2007 - 2009

Education
Stanford University Graduate School of Business
Graduate School of Business