Investors Group Financial Services Inc.
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Investors Group Financial Services Inc. Employees
Employee
Years
Job
Industry
Janice Penner Janice Penner's Investors Group Financial Services Inc. Experience 1980 - 1997
Job Executive Director at Riverside Downtown Partnership
Industry Nonprofit Organization Management
Experience
Riverside Downtown Partnership March 2001 - Present
The Forks North Portage April 1999 - July 2000
Grey Cup Festivities 98 April 1998 - January 1999
Investors Group Financial Services Inc. 1980 - 1997
Skills
Economic Development, Community Development, Nonprofits, Team Building, Training, Redevelopment, Public Relations, Fundraising, Public Policy, Marketing Communications, Grant Writing, Public Speaking, Community Outreach, New Business Development, Non-profits, Board Development, Strategic Communications, Coaching, Urban Planning, Small Business, Marketing, Strategic Planning, Leadership, Event Planning, Program Development, Government, Grants, Marketing Strategy, Media Relations, Volunteer Management, Policy Analysis, Entrepreneurship, Management, Social Media, Organizational..., Event Management, Press Releases, Budgets, Local Government, Social Networking, Research, Leadership Development, Proposal Writing, Editing, Advertising, Sustainability, Staff Development, Policy, Social Media Marketing, Newsletters
Education
University of Manitoba 1970 — 1974
Bachelor of Science, Ecology
Riverside Downtown Partnership March 2001 - Present
The Forks North Portage April 1999 - July 2000
Grey Cup Festivities 98 April 1998 - January 1999
Investors Group Financial Services Inc. 1980 - 1997
Skills
Economic Development, Community Development, Nonprofits, Team Building, Training, Redevelopment, Public Relations, Fundraising, Public Policy, Marketing Communications, Grant Writing, Public Speaking, Community Outreach, New Business Development, Non-profits, Board Development, Strategic Communications, Coaching, Urban Planning, Small Business, Marketing, Strategic Planning, Leadership, Event Planning, Program Development, Government, Grants, Marketing Strategy, Media Relations, Volunteer Management, Policy Analysis, Entrepreneurship, Management, Social Media, Organizational..., Event Management, Press Releases, Budgets, Local Government, Social Networking, Research, Leadership Development, Proposal Writing, Editing, Advertising, Sustainability, Staff Development, Policy, Social Media Marketing, Newsletters
Education
University of Manitoba 1970 — 1974
Bachelor of Science, Ecology
Nicholas Rawluk, CFA Nicholas Rawluk, CFA's Investors Group Financial Services Inc. Experience September 2008 - July 2009
Job Director, Treasury Risk & Compliance
Industry Financial Services
Experience
Credit Union Central of Manitoba November 2011 - Present
CFA Society Winnipeg July 2014 - Present
Credit Union Central of Manitoba November 2010 - November 2011
Credit Union Central of Manitoba August 2009 - November 2010
Investors Group Financial Services Inc. September 2008 - July 2009
Aegon Asset Management January 2006 - July 2008
State Street August 2005 - January 2006
Investors Group Financial Services Inc. August 2004 - August 2005
Royal Bank of Scotland Group January 2003 - May 2004
Skills
Risk Management, ALCO, ALM, Liquidity Risk, Financial Services, Fixed Income, Interest Rate..., Investments, Best Practices, Process Improvement, Front to Back Office, Internal Controls, Global Custody, Opics, Middle Office, Securities, Asset Management, Derivatives, Finance, Portfolio Management, Financial Risk
Education
University of Manitoba 2000 — 2004
Honours
Credit Union Central of Manitoba November 2011 - Present
CFA Society Winnipeg July 2014 - Present
Credit Union Central of Manitoba November 2010 - November 2011
Credit Union Central of Manitoba August 2009 - November 2010
Investors Group Financial Services Inc. September 2008 - July 2009
Aegon Asset Management January 2006 - July 2008
State Street August 2005 - January 2006
Investors Group Financial Services Inc. August 2004 - August 2005
Royal Bank of Scotland Group January 2003 - May 2004
Skills
Risk Management, ALCO, ALM, Liquidity Risk, Financial Services, Fixed Income, Interest Rate..., Investments, Best Practices, Process Improvement, Front to Back Office, Internal Controls, Global Custody, Opics, Middle Office, Securities, Asset Management, Derivatives, Finance, Portfolio Management, Financial Risk
Education
University of Manitoba 2000 — 2004
Honours
Darryl Lazarenko's Investors Group Financial Services Inc. Experience
Job Manager, National Marketing at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.
Skills
Strategic Financial..., Financial Services, Mutual Funds, Retirement Planning, Financial Planners, Marketing, Marketing Operations, Marketing Support, Marketing Communications, Social Media Marketing, Wealth Management
Education
University of Manitoba
B. Comm (Hons.)
Investors Group Financial Services Inc.
Skills
Strategic Financial..., Financial Services, Mutual Funds, Retirement Planning, Financial Planners, Marketing, Marketing Operations, Marketing Support, Marketing Communications, Social Media Marketing, Wealth Management
Education
University of Manitoba
B. Comm (Hons.)
Bill Sprague's Investors Group Financial Services Inc. Experience December 2013 - Present
Job Regional Director at Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc. December 2013 - Present
Investors Group Financial Services Inc. October 1991 - November 2013
TD Bank Group June 1983 - September 1991
Skills
Financial Planners, Retirement Planning, Training, Customer Service
Education
CMA Manitoba 1984 — 1989
C.M.A., Accounting
University of Manitoba 1979 — 1983
Bachelor of Commerce
Financial Planners Standards Council of Canada
Certified Financial Planner
Investors Group Financial Services Inc. December 2013 - Present
Investors Group Financial Services Inc. October 1991 - November 2013
TD Bank Group June 1983 - September 1991
Skills
Financial Planners, Retirement Planning, Training, Customer Service
Education
CMA Manitoba 1984 — 1989
C.M.A., Accounting
University of Manitoba 1979 — 1983
Bachelor of Commerce
Financial Planners Standards Council of Canada
Certified Financial Planner
Natalie Camara Natalie Camara's Investors Group Financial Services Inc. Experience March 2001 - August 2003
Job Vice President, Institutional Sales and Service at BMO Global Asset Management
Industry Financial Services
Experience
BMO Global Asset Management May 2015 - Present
RBC Global Asset Management September 2013 - April 2015
AGF Management Limited June 2005 - September 2013
Richardson GMP August 2003 - June 2006
Investors Group Financial Services Inc. March 2001 - August 2003
Investors Group Financial Services Inc. May 1996 - March 2001
Skills
Mutual Funds, Wealth Management, Investment Strategies, Asset Managment, Investments, Marketing Strategy, Account Management, Equities, Asset Management, Investment Advisory, Relationship Management, Financial Services, Financial Advisory, Asset Allocation, Portfolio Management, Securities, Retirement Planning
Education
University of Manitoba 1992 — 1997
BMO Global Asset Management May 2015 - Present
RBC Global Asset Management September 2013 - April 2015
AGF Management Limited June 2005 - September 2013
Richardson GMP August 2003 - June 2006
Investors Group Financial Services Inc. March 2001 - August 2003
Investors Group Financial Services Inc. May 1996 - March 2001
Skills
Mutual Funds, Wealth Management, Investment Strategies, Asset Managment, Investments, Marketing Strategy, Account Management, Equities, Asset Management, Investment Advisory, Relationship Management, Financial Services, Financial Advisory, Asset Allocation, Portfolio Management, Securities, Retirement Planning
Education
University of Manitoba 1992 — 1997
Kyle Martens, CFA Kyle Martens, CFA's Investors Group Financial Services Inc. Experience June 2010 - January 2013
Job Manager, Capital Management and Investor Relations
Industry Financial Services
Experience
Investors Group January 2013 - Present
Investors Group 2015 - 2015
Investors Group 2015 - 2015
Investors Group Financial Services Inc. June 2010 - January 2013
Skills
Financial Analysis, Financial Modeling, Investments, Mutual Funds, Corporate Finance, Finance, Valuation, Risk Management, Financial Services, Credit Analysis, Financial Reporting
Education
University of Manitoba 2004 — 2009
Commerce, Finance and Marketing
Investors Group January 2013 - Present
Investors Group 2015 - 2015
Investors Group 2015 - 2015
Investors Group Financial Services Inc. June 2010 - January 2013
Skills
Financial Analysis, Financial Modeling, Investments, Mutual Funds, Corporate Finance, Finance, Valuation, Risk Management, Financial Services, Credit Analysis, Financial Reporting
Education
University of Manitoba 2004 — 2009
Commerce, Finance and Marketing
Rick Floer, CFP, RRC, B.S.A.'s Investors Group Financial Services Inc. Experience February 2010 - Present
Job Experienced Senior Financial Consultant in Mentorship, Wealth Management and Recruitment
Industry Financial Services
Experience
Investors Group Financial Services Inc. February 2010 - Present
Investors Group Financial Services Inc. February 2004 - February 2010
Investors Group Financial Services Inc. September 1994 - February 2004
Investors Group Financial Services Inc. September 1991 - September 1994
Skills
Financial Planning, Wealth Management, Entrepreneur, Retirement Planning, Headhunting, Strategic Financial..., Estate Planning, Recruiting, Wealth, Coaching, Retirement, Small Business, Segregated Funds, Mentoring, Critical Illness, Entrepreneurship, Financial Planners, Investment Strategies, Investments, Wealth Accumulation, Leadership, Mutual Funds, Retirement Savings, Life Insurance, Certified Financial..., Mortgage Lending, Personal Finance, Insurance, Estate Tax Planning, Long Term Care Insurance, Financial Services, Disability Insurance, Pensions, Investment Advisory, Personal Financial..., Holistic Financial..., High Net Worth..., Wealth Management..., Income Protection, Savings, Long-term Care, Finance, Asset Allocation, Portfolio Management, Asset Management, Investment Management, Securities, Employee Benefits, Personal Tax Planning, Training
Education
University of Saskatchewan 1985 — 1989
Bachelor of Science, Agriculture, Soil Science
Investors Group Financial Services Inc. February 2010 - Present
Investors Group Financial Services Inc. February 2004 - February 2010
Investors Group Financial Services Inc. September 1994 - February 2004
Investors Group Financial Services Inc. September 1991 - September 1994
Skills
Financial Planning, Wealth Management, Entrepreneur, Retirement Planning, Headhunting, Strategic Financial..., Estate Planning, Recruiting, Wealth, Coaching, Retirement, Small Business, Segregated Funds, Mentoring, Critical Illness, Entrepreneurship, Financial Planners, Investment Strategies, Investments, Wealth Accumulation, Leadership, Mutual Funds, Retirement Savings, Life Insurance, Certified Financial..., Mortgage Lending, Personal Finance, Insurance, Estate Tax Planning, Long Term Care Insurance, Financial Services, Disability Insurance, Pensions, Investment Advisory, Personal Financial..., Holistic Financial..., High Net Worth..., Wealth Management..., Income Protection, Savings, Long-term Care, Finance, Asset Allocation, Portfolio Management, Asset Management, Investment Management, Securities, Employee Benefits, Personal Tax Planning, Training
Education
University of Saskatchewan 1985 — 1989
Bachelor of Science, Agriculture, Soil Science
Corwin Bergen, CFP Corwin Bergen, CFP's Investors Group Financial Services Inc. Experience May 2008 - October 2013
Job Financial Advisor at Hamilton Bergen Private Wealth Management Investors Group Securities Inc.
Industry Financial Services
Experience
Hamilton Bergen Private Wealth Management - Investors Group Securities Inc. October 2013 - Present
Investors Group Financial Services Inc. May 2008 - October 2013
Richardson International 2005 - 2007
Loewen 2004 - 2005
Skills
Financial Analysis, Strategic Financial..., Financial Planners, Investments, Wealth Management, Mutual Funds, Retirement Planning, Finance, Investment Strategies, Investment Advisory, Financial Advisory, Estate Planning, Portfolio Management, Retirement, Wealth, Pensions, Asset Management, Financial Planning
Education
University of Manitoba 2001 — 2004
B.Com (Hon), Finance
W.C. Miller Collegiate
Hamilton Bergen Private Wealth Management - Investors Group Securities Inc. October 2013 - Present
Investors Group Financial Services Inc. May 2008 - October 2013
Richardson International 2005 - 2007
Loewen 2004 - 2005
Skills
Financial Analysis, Strategic Financial..., Financial Planners, Investments, Wealth Management, Mutual Funds, Retirement Planning, Finance, Investment Strategies, Investment Advisory, Financial Advisory, Estate Planning, Portfolio Management, Retirement, Wealth, Pensions, Asset Management, Financial Planning
Education
University of Manitoba 2001 — 2004
B.Com (Hon), Finance
W.C. Miller Collegiate
Jennifer Leslie's Investors Group Financial Services Inc. Experience 1999 - 2001
Job Workforce Management and Service Level Control Manager
Industry Telecommunications
Experience
MCCA May 2014 - Present
MTS June 2011 - Present
Pacific Junction Daycare Center 2011 - 2013
MTS Allstream February 2007 - May 2011
Trma conference 2010 - 2011
MTS Allstream October 2001 - January 2007
Investors Group Financial Services Inc. 1999 - 2001
Skills
Telecommunications, Strategy, Call Centers, Process Improvement, Strategic Planning, Forecasting, Product Management, Team Leadership, Workforce Management, Workforce Planning, Recruiting, Marketing Strategy, Creativity, Operations Management, Marketing, Budget, Contact Centers, Budgets, Customer Experience, Employee Engagement, Leadership Development, Sales, Product Marketing, Change Management, Building Strong Teams, Vendor Management, Team Building, Conflict Management, Process Improvement..., Cross-functional Team..., Wireless, Risk Management, Outsourcing, Call Center, Strategic Leadership, Mentoring, Analytics, Capital Budgeting, Business Analysis, Public Speaking, Creative Strategy, Long Term Business..., Operational Efficiency, Leadership, Management
Education
University of Manitoba 1997 — 2000
B.Comm(Hons), Marketing & Human Resources
University of Manitoba 1995 — 2000
Commerce Honours, Marketing & Human Resources
MCCA May 2014 - Present
MTS June 2011 - Present
Pacific Junction Daycare Center 2011 - 2013
MTS Allstream February 2007 - May 2011
Trma conference 2010 - 2011
MTS Allstream October 2001 - January 2007
Investors Group Financial Services Inc. 1999 - 2001
Skills
Telecommunications, Strategy, Call Centers, Process Improvement, Strategic Planning, Forecasting, Product Management, Team Leadership, Workforce Management, Workforce Planning, Recruiting, Marketing Strategy, Creativity, Operations Management, Marketing, Budget, Contact Centers, Budgets, Customer Experience, Employee Engagement, Leadership Development, Sales, Product Marketing, Change Management, Building Strong Teams, Vendor Management, Team Building, Conflict Management, Process Improvement..., Cross-functional Team..., Wireless, Risk Management, Outsourcing, Call Center, Strategic Leadership, Mentoring, Analytics, Capital Budgeting, Business Analysis, Public Speaking, Creative Strategy, Long Term Business..., Operational Efficiency, Leadership, Management
Education
University of Manitoba 1997 — 2000
B.Comm(Hons), Marketing & Human Resources
University of Manitoba 1995 — 2000
Commerce Honours, Marketing & Human Resources
Cristy Inocencio's Investors Group Financial Services Inc. Experience September 2000 - Present
Job Region Coordinator at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. September 2000 - Present
Skills
Strategic Financial..., Business Analysis, Microsoft Excel, Investments, Banking, Executive Management, Management
Education
University of Santo Tomas
Bachelor of Arts
Investors Group Financial Services Inc. September 2000 - Present
Skills
Strategic Financial..., Business Analysis, Microsoft Excel, Investments, Banking, Executive Management, Management
Education
University of Santo Tomas
Bachelor of Arts
Bill Janzen Bill Janzen's Investors Group Financial Services Inc. Experience November 1997 - February 2009
Job Licensed Dealing Representative; Pinnacle Wealth Brokers
Industry Financial Services
Experience
Pinnacle Wealth Brokers November 2011 - Present
Global Exempt Market Solutions October 2009 - October 2011
CMV Financial Corp. March 2009 - September 2010
Investors Group Financial Services Inc. November 1997 - February 2009
Cooperative Trust Company of Canada January 1968 - March 1997
Farm Credit Corporaton April 1966 - November 1967
Skills
Investments, Alternative Investments, Wealth Management, Investment Strategies, Strategic Financial..., Wealth, Retirement Planning, Asset Managment, Mortgage Lending, Securities, Private Equity, Retirement, Investment Advisory, Estate Planning, Financial Planners, Asset Management, Finance, Life Insurance, Portfolio Management, Financial Planning
Education
University of Saskatchewan 1964 — 1967
Agriculture, Agriculture Operations, and Related Sciences
Pinnacle Wealth Brokers November 2011 - Present
Global Exempt Market Solutions October 2009 - October 2011
CMV Financial Corp. March 2009 - September 2010
Investors Group Financial Services Inc. November 1997 - February 2009
Cooperative Trust Company of Canada January 1968 - March 1997
Farm Credit Corporaton April 1966 - November 1967
Skills
Investments, Alternative Investments, Wealth Management, Investment Strategies, Strategic Financial..., Wealth, Retirement Planning, Asset Managment, Mortgage Lending, Securities, Private Equity, Retirement, Investment Advisory, Estate Planning, Financial Planners, Asset Management, Finance, Life Insurance, Portfolio Management, Financial Planning
Education
University of Saskatchewan 1964 — 1967
Agriculture, Agriculture Operations, and Related Sciences
Kevin Girard's Investors Group Financial Services Inc. Experience September 2009 - Present
Job Associate Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. September 2009 - Present
BNI Destiny August 2010 - Present
Theatre Terrific December 2009 - April 2013
Engineers Without Borders Canada October 2010 - December 2012
Leverus January 2007 - August 2009
Business Objects SA January 2006 - October 2006
Skills
Project Management, Team Leadership, Financial Planning, Estate Tax Planning, Disability Insurance, Term Life Insurance, Investment Strategies, Investment Advisory, Strategic Financial..., Estate Planning, Retirement Planning, Strategic Planning, Mutual Funds, Investments, Portfolio Management, Management, Small Business, Fundraising, Personal Finance, Wealth Management, High Net Worth..., Management Consulting, Strategy, Entrepreneurship, Leadership, Business Development, Retirement, Business Planning, Coaching, Risk Management, Life Insurance, Workshop Facilitation, Program Management, Finance, Marketing Strategy, Project Planning, Wealth, Employee Benefits
Education
University of Ottawa / Université d'Ottawa 2001 — 2005
Bachelor of Applied Science, Engineering
University of Ottawa / Université d'Ottawa 2001 — 2005
Bachelor of Science, Mathematics
Investors Group Financial Services Inc. September 2009 - Present
BNI Destiny August 2010 - Present
Theatre Terrific December 2009 - April 2013
Engineers Without Borders Canada October 2010 - December 2012
Leverus January 2007 - August 2009
Business Objects SA January 2006 - October 2006
Skills
Project Management, Team Leadership, Financial Planning, Estate Tax Planning, Disability Insurance, Term Life Insurance, Investment Strategies, Investment Advisory, Strategic Financial..., Estate Planning, Retirement Planning, Strategic Planning, Mutual Funds, Investments, Portfolio Management, Management, Small Business, Fundraising, Personal Finance, Wealth Management, High Net Worth..., Management Consulting, Strategy, Entrepreneurship, Leadership, Business Development, Retirement, Business Planning, Coaching, Risk Management, Life Insurance, Workshop Facilitation, Program Management, Finance, Marketing Strategy, Project Planning, Wealth, Employee Benefits
Education
University of Ottawa / Université d'Ottawa 2001 — 2005
Bachelor of Applied Science, Engineering
University of Ottawa / Université d'Ottawa 2001 — 2005
Bachelor of Science, Mathematics
Sebastien Patrick Durandis Sebastien Patrick Durandis's Investors Group Financial Services Inc. Experience January 2011 - March 2011
Job Student at University of Ottawa / Université d'Ottawa
Industry Accounting
Experience
Banque Populaire Haïtienne July 2011 - August 2011
Investors Group Financial Services Inc. January 2011 - March 2011
University of Ottawa October 2009 - March 2011
Skills
Accounting, Banking
Education
University of Ottawa / Université d'Ottawa 2008 — 2012
Accounting, Business
Banque Populaire Haïtienne July 2011 - August 2011
Investors Group Financial Services Inc. January 2011 - March 2011
University of Ottawa October 2009 - March 2011
Skills
Accounting, Banking
Education
University of Ottawa / Université d'Ottawa 2008 — 2012
Accounting, Business
Bob Matthes Bob Matthes's Investors Group Financial Services Inc. Experience June 1996 - Present
Job Director at R Matthes Chartered Accountant and Business Advisor Inc.
Industry Financial Services
Experience
R Matthes Chartered Accountant and Business Advisor Inc. May 2012 - Present
Investors Group Financial Services Inc. June 1996 - Present
Robert Matthes Chartered Accountant 2011 - 2011
Investors Group[ January 1998 - March 2002
Skills
Estate Planning, Investments, Income Tax, Financial Planners, Strategic Financial..., Small Business
Education
University of Manitoba 1967 — 1971
B Com (hons), Marketing, Business, Accounting
Elmwood High
Grade 12 UE
R Matthes Chartered Accountant and Business Advisor Inc. May 2012 - Present
Investors Group Financial Services Inc. June 1996 - Present
Robert Matthes Chartered Accountant 2011 - 2011
Investors Group[ January 1998 - March 2002
Skills
Estate Planning, Investments, Income Tax, Financial Planners, Strategic Financial..., Small Business
Education
University of Manitoba 1967 — 1971
B Com (hons), Marketing, Business, Accounting
Elmwood High
Grade 12 UE
Heui-Jung Lee, CFP Heui-Jung Lee, CFP's Investors Group Financial Services Inc. Experience May 2010 - Present
Job Associate Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. May 2010 - Present
Skills
Retirement Planning, Financial Planners, Investments, Financial Advisory, Insurance, Debt Management, Socially Responsible..., Strategic Financial..., Wealth Management, Retirement, Mutual Funds, Investment Strategies, Estate Planning, Critical Illness, Investment Advisory, Wealth, Financial Planning
Education
University of Manitoba 2006 — 2010
B. Comm (Hons), Finance
Investors Group Financial Services Inc. May 2010 - Present
Skills
Retirement Planning, Financial Planners, Investments, Financial Advisory, Insurance, Debt Management, Socially Responsible..., Strategic Financial..., Wealth Management, Retirement, Mutual Funds, Investment Strategies, Estate Planning, Critical Illness, Investment Advisory, Wealth, Financial Planning
Education
University of Manitoba 2006 — 2010
B. Comm (Hons), Finance
Andrew Darko Sedlar Andrew Darko Sedlar's Investors Group Financial Services Inc. Experience September 2011 - September 2012
Job Public Enquiries Agent at Elections Canada
Industry Human Resources
Experience
Elections Canada August 2015 - Present
Investors Group Financial Services Inc. September 2011 - September 2012
Department of National Defence June 2010 - October 2011
Department of National Defence June 2006 - June 2010
1 Canadian Air Division Winnipeg (DND) June 2001 - June 2006
Skills
Access, PowerPoint, Word, Risk Management, Analysis, Data Analysis, Program Management, Business Analysis, Operations Research, Strategic Planning, Government, Process Improvement, Change Management, Project Management, Requirements Analysis, Team Leadership, Training, Performance Management, Management
Education
University of Ottawa / Université d'Ottawa 1975 — 1979
B Adm, Operations Research
Elections Canada August 2015 - Present
Investors Group Financial Services Inc. September 2011 - September 2012
Department of National Defence June 2010 - October 2011
Department of National Defence June 2006 - June 2010
1 Canadian Air Division Winnipeg (DND) June 2001 - June 2006
Skills
Access, PowerPoint, Word, Risk Management, Analysis, Data Analysis, Program Management, Business Analysis, Operations Research, Strategic Planning, Government, Process Improvement, Change Management, Project Management, Requirements Analysis, Team Leadership, Training, Performance Management, Management
Education
University of Ottawa / Université d'Ottawa 1975 — 1979
B Adm, Operations Research
Borris Boyenko Borris Boyenko's Investors Group Financial Services Inc. Experience January 2000 - December 2004
Job Realtor at Real Estate Professionals
Industry Real Estate
Experience
Real Estate Professionals 2005 - Present
Investors Group Financial Services Inc. January 2000 - December 2004
Bank of Montreal 1989 - 2000
Skills
Relocation, Condos, Investors, Referrals, Investment Properties, First Time Home Buyers, Real Estate, Residential Homes, Single Family Homes, Sellers, Townhomes, Listings, Buyer Representation, Real Property, Foreclosures, Move Up Buyers, Waterfront, New Home Sales
Education
University of Saskatchewan
Real Estate Professionals 2005 - Present
Investors Group Financial Services Inc. January 2000 - December 2004
Bank of Montreal 1989 - 2000
Skills
Relocation, Condos, Investors, Referrals, Investment Properties, First Time Home Buyers, Real Estate, Residential Homes, Single Family Homes, Sellers, Townhomes, Listings, Buyer Representation, Real Property, Foreclosures, Move Up Buyers, Waterfront, New Home Sales
Education
University of Saskatchewan
Fitzallen Sutton's Investors Group Financial Services Inc. Experience Founder/Event DirectorAll-Star Charity ShootoutFebruary 2005 - Present
Job Financial Consultant at Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc. Founder/Event DirectorAll-Star Charity ShootoutFebruary 2005 - Present
Investors Group Financial Services Inc. March 2005 - June 2010
Skills
Retirement Planning, Estate Planning, Wealth Management, Portfolio Management, Investment Strategies, Insurance, Marketing
Education
University of Ottawa / Université d'Ottawa 2000 — 2004
Business, Marketing
Newtonbrook
Investors Group Financial Services Inc. Founder/Event DirectorAll-Star Charity ShootoutFebruary 2005 - Present
Investors Group Financial Services Inc. March 2005 - June 2010
Skills
Retirement Planning, Estate Planning, Wealth Management, Portfolio Management, Investment Strategies, Insurance, Marketing
Education
University of Ottawa / Université d'Ottawa 2000 — 2004
Business, Marketing
Newtonbrook
Gary Frauts Gary Frauts's Investors Group Financial Services Inc. Experience October 2009 - January 2014
Job Insurance Advisor, Life and Living Benefits at RBC Life Insurance Company
Industry Industrial Automation
Experience
RBC Life Insurance Company December 2013 - Present
Investors Group Financial Services Inc. October 2009 - January 2014
Boart Longyear 2008 - 2009
General Electric 1987 - 2007
General Electric 1987 - 2007
Skills
Forecasting, Financial Reporting, Corporate Finance, Financial Modeling, Strategic Financial..., Strategic Planning, Managerial Finance, Financial Analysis
Education
University of Ottawa 1979 — 1983
B.Admin, Finance
Moira Secondary School 1973 — 1978
Grade 13
RBC Life Insurance Company December 2013 - Present
Investors Group Financial Services Inc. October 2009 - January 2014
Boart Longyear 2008 - 2009
General Electric 1987 - 2007
General Electric 1987 - 2007
Skills
Forecasting, Financial Reporting, Corporate Finance, Financial Modeling, Strategic Financial..., Strategic Planning, Managerial Finance, Financial Analysis
Education
University of Ottawa 1979 — 1983
B.Admin, Finance
Moira Secondary School 1973 — 1978
Grade 13
Gilles Bosc Gilles Bosc's Investors Group Financial Services Inc. Experience June 1989 - May 2000
Job Senior Consultant at Resolute Technology Solutions
Industry Information Technology and Services
Experience
Resolute Technology Solutions February 2006 - Present
Assante & Loring Ward May 2000 - December 2005
Investors Group Financial Services Inc. June 1989 - May 2000
Skills
Systems Analysis, Enterprise Architecture, Requirements Analysis, SQL, Requirements Gathering, Business Analysis
Education
University of Manitoba 1981 — 1986
B.Sc., Computer Science
College Secondaire de St.Boniface 1978 — 1981
MB High School Diploma
Resolute Technology Solutions February 2006 - Present
Assante & Loring Ward May 2000 - December 2005
Investors Group Financial Services Inc. June 1989 - May 2000
Skills
Systems Analysis, Enterprise Architecture, Requirements Analysis, SQL, Requirements Gathering, Business Analysis
Education
University of Manitoba 1981 — 1986
B.Sc., Computer Science
College Secondaire de St.Boniface 1978 — 1981
MB High School Diploma
Jeff Greenfeld, CFP®, EPC Jeff Greenfeld, CFP®, EPC's Investors Group Financial Services Inc. Experience March 1994 - December 2004
Job Investment Advisor/CERTIFIED FINANCIAL PLANNER® at Greenfeld Financial Management of HollisWealth
Industry Financial Services
Experience
Greenfeld Financial Management of HollisWealth November 2013 - Present
Dundee Wealth January 2005 - November 2013
Investors Group Financial Services Inc. March 1994 - December 2004
Skills
Investments, Strategic Financial..., Insurance, Financial Planners, Finance, Mutual Funds, Retirement Planning, Financial Advisory, Wealth, Bonds, Investment Advisory, Asset Allocation, Estate Planning, Personal Income Tax..., Wealth Management, Investment Strategies, Securities, Retirement, Financial Planning, Customer Oriented, Elder Care, Real Estate investing, Social Media, Residential Investment..., Residential Rental...
Education
University of Manitoba
Science
Greenfeld Financial Management of HollisWealth November 2013 - Present
Dundee Wealth January 2005 - November 2013
Investors Group Financial Services Inc. March 1994 - December 2004
Skills
Investments, Strategic Financial..., Insurance, Financial Planners, Finance, Mutual Funds, Retirement Planning, Financial Advisory, Wealth, Bonds, Investment Advisory, Asset Allocation, Estate Planning, Personal Income Tax..., Wealth Management, Investment Strategies, Securities, Retirement, Financial Planning, Customer Oriented, Elder Care, Real Estate investing, Social Media, Residential Investment..., Residential Rental...
Education
University of Manitoba
Science
Keith Grienke Keith Grienke's Investors Group Financial Services Inc. Experience 2004 - Present
Job Editor of Top MMA News
Industry Sports
Experience
Top MMA News 2008 - Present
Great-West Financial June 2012 - Present
Investors Group Financial Services Inc. 2004 - Present
IBM Canada Ltd. 1988 - 2004
Skills
Team Leadership, Disaster Recovery, Project Management, Business Analysis, Management, Social Media, Social Media Marketing, Integration, Enterprise Architecture, Strategic Planning, Social Networking, CRM, Project Planning, MMA, Program Management, Analysis, Security, Project Portfolio..., Entrepreneurship, IT Strategy, Networking, IT Management, Customer Service, Team Building
Education
University of Manitoba 1988 — 1993
Bachelor of Commerce (Hons), Business Administration and Management, General
Top MMA News 2008 - Present
Great-West Financial June 2012 - Present
Investors Group Financial Services Inc. 2004 - Present
IBM Canada Ltd. 1988 - 2004
Skills
Team Leadership, Disaster Recovery, Project Management, Business Analysis, Management, Social Media, Social Media Marketing, Integration, Enterprise Architecture, Strategic Planning, Social Networking, CRM, Project Planning, MMA, Program Management, Analysis, Security, Project Portfolio..., Entrepreneurship, IT Strategy, Networking, IT Management, Customer Service, Team Building
Education
University of Manitoba 1988 — 1993
Bachelor of Commerce (Hons), Business Administration and Management, General
Norman Abraham CFP Norman Abraham CFP's Investors Group Financial Services Inc. Experience October 2001 - August 2009
Job Risk Management & Analysis, Specializing In Decision Modeling
Industry Financial Services
Experience
Risk Analytics August 2009 - Present
Brookfield Renewable Energy Group 2012 - 2013
Brookfield Renewable Energy Group 2012 - 2013
Investors Group Financial Services Inc. October 2001 - August 2009
Beaver Road Builders Limited June 1988 - September 2001
Skills
Financial Modeling, Risk Management, Analysis, Forecasting, Strategic Financial..., Management
Education
Sprott School of Business, Carleton University 2013 — 2013
Canadian Risk Management, Essentials of Risk Management, Risk Control, Risk Finance
University of Ottawa / Université d'Ottawa 1988 — 1990
Executive MBA
Risk Analytics August 2009 - Present
Brookfield Renewable Energy Group 2012 - 2013
Brookfield Renewable Energy Group 2012 - 2013
Investors Group Financial Services Inc. October 2001 - August 2009
Beaver Road Builders Limited June 1988 - September 2001
Skills
Financial Modeling, Risk Management, Analysis, Forecasting, Strategic Financial..., Management
Education
Sprott School of Business, Carleton University 2013 — 2013
Canadian Risk Management, Essentials of Risk Management, Risk Control, Risk Finance
University of Ottawa / Université d'Ottawa 1988 — 1990
Executive MBA
Jason Claydon, CFP's Investors Group Financial Services Inc. Experience 1998 - 2000
Job Financial Consultant at Scotia Private Client Group
Industry Financial Services
Experience
Scotia Private Client Group 2010 - Present
EISI 2006 - 2009
EISI 2005 - 2006
EISI 2004 - 2005
Berkshire Investment Group 2000 - 2003
Investors Group Financial Services Inc. 1998 - 2000
Education
Financial Planning Standards Council 2000 — 2002
CFP, Financial Planning
University of Manitoba
Bachelor of Commerce
University of Manitoba
Bachelor of Arts
Scotia Private Client Group 2010 - Present
EISI 2006 - 2009
EISI 2005 - 2006
EISI 2004 - 2005
Berkshire Investment Group 2000 - 2003
Investors Group Financial Services Inc. 1998 - 2000
Education
Financial Planning Standards Council 2000 — 2002
CFP, Financial Planning
University of Manitoba
Bachelor of Commerce
University of Manitoba
Bachelor of Arts
Shaun Gray Shaun Gray's Investors Group Financial Services Inc. Experience 2002 - 2003
Job Residential Sales Consultant at Winnipeg Supply Heating & Air Conditioning
Industry Consumer Services
Experience
Winnipeg Supply Heating & Air Conditioning October 2009 - Present
Picante Advertising March 2006 - October 2009
H.E.D. Insurance & Risk Services November 2003 - March 2006
Investors Group Financial Services Inc. 2002 - 2003
College Pro Painters 1998 - 2002
Skills
Strategy, Management, Social Media, Project Management, Time Management, Employee Benefits, Accounting, Integrated Marketing, New Media, Marketing Strategy, Direct Marketing, Marketing, Sales, Account Management
Education
University of Manitoba 1997 — 2002
B.Comm. (Hons.), Finance
Winnipeg Supply Heating & Air Conditioning October 2009 - Present
Picante Advertising March 2006 - October 2009
H.E.D. Insurance & Risk Services November 2003 - March 2006
Investors Group Financial Services Inc. 2002 - 2003
College Pro Painters 1998 - 2002
Skills
Strategy, Management, Social Media, Project Management, Time Management, Employee Benefits, Accounting, Integrated Marketing, New Media, Marketing Strategy, Direct Marketing, Marketing, Sales, Account Management
Education
University of Manitoba 1997 — 2002
B.Comm. (Hons.), Finance
Marcia P Hunt Marcia P Hunt's Investors Group Financial Services Inc. Experience 2005 - 2010
Job President and Principal Broker at Mortgage Alliance Performa Mortgage Inc. , Financial Consultant Hunt & Associates
Industry Financial Services
Experience
Canfin Financial Group of Companies 2011 - 2012
Investors Group Financial Services Inc. 2005 - 2010
Seneca College of Applied Arts and Technology 2007 - 2009
Skills
Investments, Retirement Planning, Estate Planning, Mortgage Lending, Strategic Financial..., Wealth Management, Retirement, Asset Managment, Insurance, Portfolio Management, Mutual Funds, Risk Management, Personal Finance, Pensions, Strategic Planning, Finance, Financial Analysis, Financial Services, Wealth, Business Strategy, Small Business, Disability Insurance, Critical Illness, Wealth Management..., Long Term Care Insurance, Investment Management, Financial Planners, Succession Planning, Tax, Certified Financial..., Investment Strategies, Business Planning, Investment Advisory, Life Insurance, Financial Risk, Residential Mortgages, Credit, Valuation, Financial Planning
Education
York University - Schulich School of Business 2003 — 2005
MBA -- Finance & Strategic Management
University of Manitoba 1979 — 1981
MSc
University ot The West Indies 1972 — 1977
BSc -- Mathematics & Physics
Canfin Financial Group of Companies 2011 - 2012
Investors Group Financial Services Inc. 2005 - 2010
Seneca College of Applied Arts and Technology 2007 - 2009
Skills
Investments, Retirement Planning, Estate Planning, Mortgage Lending, Strategic Financial..., Wealth Management, Retirement, Asset Managment, Insurance, Portfolio Management, Mutual Funds, Risk Management, Personal Finance, Pensions, Strategic Planning, Finance, Financial Analysis, Financial Services, Wealth, Business Strategy, Small Business, Disability Insurance, Critical Illness, Wealth Management..., Long Term Care Insurance, Investment Management, Financial Planners, Succession Planning, Tax, Certified Financial..., Investment Strategies, Business Planning, Investment Advisory, Life Insurance, Financial Risk, Residential Mortgages, Credit, Valuation, Financial Planning
Education
York University - Schulich School of Business 2003 — 2005
MBA -- Finance & Strategic Management
University of Manitoba 1979 — 1981
MSc
University ot The West Indies 1972 — 1977
BSc -- Mathematics & Physics
Jeff Bayne, MBA, CFP's Investors Group Financial Services Inc. Experience September 1997 - Present
Job Sr. Executive Financial Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. September 1997 - Present
Investors Group Financial Services May 1991 - September 1997
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Mutual Funds, Investments, Estate Planning, Pensions, Financial Advisory, Financial Planners, Investment Advisory, Investment Strategies, Wealth, Income Protection, Critical Illness
Education
The University of Western Ontario 1985 — 1987
MBA
University of Manitoba 1979 — 1983
Bachelor of Commerce (B.Com.)
Investors Group Financial Services Inc. September 1997 - Present
Investors Group Financial Services May 1991 - September 1997
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Mutual Funds, Investments, Estate Planning, Pensions, Financial Advisory, Financial Planners, Investment Advisory, Investment Strategies, Wealth, Income Protection, Critical Illness
Education
The University of Western Ontario 1985 — 1987
MBA
University of Manitoba 1979 — 1983
Bachelor of Commerce (B.Com.)
Duke Ongechi's Investors Group Financial Services Inc. Experience May 2009 - Present
Job Consultant, Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. May 2009 - Present
Investors Group Financial Services Inc. March 2010 - February 2011
Collins Barrow 2008 - 2009
Honeywell Process Solutions 1998 - 2000
Skills
Strategic Financial..., Internal Controls, Finance, Financial Reporting, Accounting, Auditing, Financial Accounting, Risk Analysis, Managerial Finance, Financial Risk, Tax, Management Consulting, Analysis, Cash Flow, Internal Audit, Assurance, IFRS, Business Process, Financial Analysis, Financial Modeling, Cash Management, Estate Planning, Financial Planners, Financial Planning
Education
University of Nairobi 1998 — 2002
Bachelor of Commerce (B.Com.), Accounting and Finance
University of St. Thomas - Opus College of Business 1996 — 1998
MBA (Acc), Accounting
Investors Group Financial Services Inc. May 2009 - Present
Investors Group Financial Services Inc. March 2010 - February 2011
Collins Barrow 2008 - 2009
Honeywell Process Solutions 1998 - 2000
Skills
Strategic Financial..., Internal Controls, Finance, Financial Reporting, Accounting, Auditing, Financial Accounting, Risk Analysis, Managerial Finance, Financial Risk, Tax, Management Consulting, Analysis, Cash Flow, Internal Audit, Assurance, IFRS, Business Process, Financial Analysis, Financial Modeling, Cash Management, Estate Planning, Financial Planners, Financial Planning
Education
University of Nairobi 1998 — 2002
Bachelor of Commerce (B.Com.), Accounting and Finance
University of St. Thomas - Opus College of Business 1996 — 1998
MBA (Acc), Accounting
Etienne Payer Etienne Payer's Investors Group Financial Services Inc. Experience March 2009 - Present
Job Financial Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. March 2009 - Present
Education
University of Ottawa
Investors Group Financial Services Inc. March 2009 - Present
Education
University of Ottawa
Lisa Hofer Lisa Hofer's Investors Group Financial Services Inc. Experience 1999 - 2007
Job Customer Care Supervisor
Industry Telecommunications
Experience
Shaw Communications March 2011 - Present
Shaw Communications October 2007 - March 2011
Investors Group Financial Services Inc. 1999 - 2007
Employment Projects of Winnipeg 1991 - 1999
Skills
Call Center, Performance Management, Coaching, Employee Engagement, Mentoring, Leadership Development, Customer Service, Team Leadership, Telecommunications, Team Building, Change Management, Employee Relations, Interviewing, Organizational..., Customer Relations, Public Speaking, Microsoft Office, Hiring, Business Analysis, Process Improvement, Customer Satisfaction, Problem Solving, Time Management, Recruitment/Retention, Quality Assurance, Research, Documentation, Troubleshooting, Team Management, Supervisory Skills, Administration, Visio, Outlook, Analysis, Teamwork, Sales Support, HRIS, Talent Management, Business Strategy, Call Centers, Leadership
Education
University of Manitoba
CIM Program, Management
University of Manitoba
CACE, Adult Education
University of Manitoba
Bachelor of Arts, Psychology
Shaw Communications March 2011 - Present
Shaw Communications October 2007 - March 2011
Investors Group Financial Services Inc. 1999 - 2007
Employment Projects of Winnipeg 1991 - 1999
Skills
Call Center, Performance Management, Coaching, Employee Engagement, Mentoring, Leadership Development, Customer Service, Team Leadership, Telecommunications, Team Building, Change Management, Employee Relations, Interviewing, Organizational..., Customer Relations, Public Speaking, Microsoft Office, Hiring, Business Analysis, Process Improvement, Customer Satisfaction, Problem Solving, Time Management, Recruitment/Retention, Quality Assurance, Research, Documentation, Troubleshooting, Team Management, Supervisory Skills, Administration, Visio, Outlook, Analysis, Teamwork, Sales Support, HRIS, Talent Management, Business Strategy, Call Centers, Leadership
Education
University of Manitoba
CIM Program, Management
University of Manitoba
CACE, Adult Education
University of Manitoba
Bachelor of Arts, Psychology
Jimmy Mak Jimmy Mak's Investors Group Financial Services Inc. Experience November 2008 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. November 2008 - Present
Viva Magnetics ( Canada ) Ltd July 2006 - May 2008
Betta Products Ltd March 2000 - November 2005
Skills
Retirement Planning, Insurance Planning, Group Benefits, Retirement Savings, Financial Planning, Mutual Funds, Retirement, Insurance, Wealth Management, Pensions, Investments, Critical Illness, Mortgage, Estate Planning, Risk Management, Portfolio Management, Debt Elimination, Personal Finance, Asset Management, Disability Insurance, Employee Benefits, Cash Management, Annuities, Investment Advisory, Customer Relations, Financial Services, Financial Planners, Life Insurance, Securities, Investment Strategies, Financial Risk, Residential Mortgages, Fixed Income, Finance, Loans, Strategic Financial..., Wealth, Mortgage Lending, Financial Analysis, Refinance, Asset Allocation, Credit Analysis, Tax, Financial Advisory, Savings, Customer Service, Fixed Annuities, Wealth Management..., High Net Worth...
Education
University of Ottawa / Université d'Ottawa 1979 — 1983
BA, Communication
Grenville Christian College 1976 — 1979
Investors Group Financial Services Inc. November 2008 - Present
Viva Magnetics ( Canada ) Ltd July 2006 - May 2008
Betta Products Ltd March 2000 - November 2005
Skills
Retirement Planning, Insurance Planning, Group Benefits, Retirement Savings, Financial Planning, Mutual Funds, Retirement, Insurance, Wealth Management, Pensions, Investments, Critical Illness, Mortgage, Estate Planning, Risk Management, Portfolio Management, Debt Elimination, Personal Finance, Asset Management, Disability Insurance, Employee Benefits, Cash Management, Annuities, Investment Advisory, Customer Relations, Financial Services, Financial Planners, Life Insurance, Securities, Investment Strategies, Financial Risk, Residential Mortgages, Fixed Income, Finance, Loans, Strategic Financial..., Wealth, Mortgage Lending, Financial Analysis, Refinance, Asset Allocation, Credit Analysis, Tax, Financial Advisory, Savings, Customer Service, Fixed Annuities, Wealth Management..., High Net Worth...
Education
University of Ottawa / Université d'Ottawa 1979 — 1983
BA, Communication
Grenville Christian College 1976 — 1979
Royle Derbitsky's Investors Group Financial Services Inc. Experience 1991 - 2010
Job Financial Consultant at Investors Group
Industry Financial Services
Experience
Investors Group Financial ConsultantChamber of Commerce1991 - 2010
Investors Group Financial Services Inc. 1991 - 2010
Education
HC Avery
University of Manitoba
B.Com Honours
Investors Group Financial ConsultantChamber of Commerce1991 - 2010
Investors Group Financial Services Inc. 1991 - 2010
Education
HC Avery
University of Manitoba
B.Com Honours
Anthony Del Vecchio, CIPM Anthony Del Vecchio, CIPM's Investors Group Financial Services Inc. Experience January 2011 - May 2012
Job Investment Analyst at Investors Group
Industry Investment Management
Experience
Investors Group January 2015 - Present
Investors Group November 2013 - January 2015
Investors Group May 2012 - November 2013
Investors Group Financial Services Inc. January 2011 - May 2012
Skills
Investments, Mutual Funds, Analysis, Financial Analysis, Investment Management, Auditing, Microsoft Office, Portfolio Performance..., Oracle SQL Developer, Financial Modeling, Microsoft Excel, Teamwork, Finance
Education
University of Manitoba 2007 — 2012
Bachelor of Commerce, Finance and Marketing
Investors Group January 2015 - Present
Investors Group November 2013 - January 2015
Investors Group May 2012 - November 2013
Investors Group Financial Services Inc. January 2011 - May 2012
Skills
Investments, Mutual Funds, Analysis, Financial Analysis, Investment Management, Auditing, Microsoft Office, Portfolio Performance..., Oracle SQL Developer, Financial Modeling, Microsoft Excel, Teamwork, Finance
Education
University of Manitoba 2007 — 2012
Bachelor of Commerce, Finance and Marketing
Martin Cloutier, B.Comm.(Hons.), CFP Martin Cloutier, B.Comm.(Hons.), CFP's Investors Group Financial Services Inc. Experience December 2004 - Present
Job Executive Financial Consultant, focusing on wealth creation for Canadians with Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc. December 2004 - Present
Manitoba Hydro November 2002 - December 2004
New Flyer Industries November 2000 - October 2002
Prairie Research Associates August 1999 - November 2000
Skills
Investment Planning, Retirement Planning, Tax Planning (relating..., Risk Management (life,..., Estate Planning (in..., Productions and..., Market reseach and..., Excellent..., statistical analysis..., Proficient with Paltrak..., Excellent computer..., Proficient in math, Cash Flow Management, Good marketing skills, Cash Flow, Estate Planning, Financial Planners, Insurance, Investments, Marketing, Mutual Funds, Portfolio Management, Retirement, Risk Management, Strategic Financial..., Strategic Planning, Wealth, Financial Advisory, Wealth Management, Financial Planning
Education
Canadian Securities Insitute 2014 — 2014
Canadian Securities Course, Financial Planning and Services
University of Manitoba 1995 — 1999
B.Comm.(Hons.), Marketing
Investors Group Financial Services Inc. December 2004 - Present
Manitoba Hydro November 2002 - December 2004
New Flyer Industries November 2000 - October 2002
Prairie Research Associates August 1999 - November 2000
Skills
Investment Planning, Retirement Planning, Tax Planning (relating..., Risk Management (life,..., Estate Planning (in..., Productions and..., Market reseach and..., Excellent..., statistical analysis..., Proficient with Paltrak..., Excellent computer..., Proficient in math, Cash Flow Management, Good marketing skills, Cash Flow, Estate Planning, Financial Planners, Insurance, Investments, Marketing, Mutual Funds, Portfolio Management, Retirement, Risk Management, Strategic Financial..., Strategic Planning, Wealth, Financial Advisory, Wealth Management, Financial Planning
Education
Canadian Securities Insitute 2014 — 2014
Canadian Securities Course, Financial Planning and Services
University of Manitoba 1995 — 1999
B.Comm.(Hons.), Marketing
Dale Hrycaiko Dale Hrycaiko's Investors Group Financial Services Inc. Experience January 2000 - November 2001
Job Regional Director, Manulife Securities & Independent Advisor Channel
Industry Financial Services
Experience
Manulife Securities & Independent Advisor Channel June 2013 - Present
Wellington West Financial Services Inc. (acquired by Manulife Securities) April 2007 - May 2013
MGI Financial 2006 - January 2007
MGI Financial 2005 - 2006
MGI Financial February 2002 - April 2005
Investors Group Financial Services Inc. January 2000 - November 2001
Skills
Team Leadership, Strategic Financial..., Business Development, Mutual Funds, Financial Planning, Dealer Management, Marketing, Relationship Management, Business Process..., Customer Service, Microsoft Office, Office Administration, Project Management, Investments, Insurance, Financial Services, Leadership, Investment Strategies, Retirement Planning, Sales Management, Management, Sales, Recruiting, New Business Development, Risk Management, Portfolio Management
Education
University of Manitoba 1994 — 1999
Bachelor of Commerce, Honors, Marketing
Manulife Securities & Independent Advisor Channel June 2013 - Present
Wellington West Financial Services Inc. (acquired by Manulife Securities) April 2007 - May 2013
MGI Financial 2006 - January 2007
MGI Financial 2005 - 2006
MGI Financial February 2002 - April 2005
Investors Group Financial Services Inc. January 2000 - November 2001
Skills
Team Leadership, Strategic Financial..., Business Development, Mutual Funds, Financial Planning, Dealer Management, Marketing, Relationship Management, Business Process..., Customer Service, Microsoft Office, Office Administration, Project Management, Investments, Insurance, Financial Services, Leadership, Investment Strategies, Retirement Planning, Sales Management, Management, Sales, Recruiting, New Business Development, Risk Management, Portfolio Management
Education
University of Manitoba 1994 — 1999
Bachelor of Commerce, Honors, Marketing
Doug Rea Doug Rea's Investors Group Financial Services Inc. Experience September 1990 - Present
Job Senior Financial Consultant CFP at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. September 1990 - Present
CIBC March 1987 - March 1990
CNCP Telecommunications June 1979 - November 1986
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Investments, Retirement, Estate Planning, Mortgage Lending, Financial Planners, Investment Strategies, Critical Illness, Wealth, Investment Advisory, Portfolio Management, Pensions, Disability Insurance, Financial Planning, Financial Advisory, Insurance, Strategic Planning, Financial Services, Finance
Education
University of Manitoba 1982 — 1986
Bachelor's degree, Economics
Kelvin High School 1977 — 1979
Investors Group Financial Services Inc. September 1990 - Present
CIBC March 1987 - March 1990
CNCP Telecommunications June 1979 - November 1986
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds, Investments, Retirement, Estate Planning, Mortgage Lending, Financial Planners, Investment Strategies, Critical Illness, Wealth, Investment Advisory, Portfolio Management, Pensions, Disability Insurance, Financial Planning, Financial Advisory, Insurance, Strategic Planning, Financial Services, Finance
Education
University of Manitoba 1982 — 1986
Bachelor's degree, Economics
Kelvin High School 1977 — 1979
Len Goodman CFP, FMA, B.Sc. Len Goodman CFP, FMA, B.Sc.'s Investors Group Financial Services Inc. Experience October 1997 - September 2005
Job Financial Consultant at Investors Group
Industry Insurance
Experience
Investors Group November 2013 - Present
ATB Insurance Advisors Inc. March 2010 - October 2013
Fort Saskatchewan community Hospital Foundation January 2011 - October 2012
CIBC Wood Gundy July 2007 - October 2009
Freedom 55 Financial March 2006 - July 2007
Investors Group Financial Services Inc. October 1997 - September 2005
Skills
Certified Financial..., Estate Planning, Life & Health Insurance..., Mutual Funds, Investments, Disability Insurance, Insurance, Recruiting, Wealth, Long-term Care, Pensions, High Net Worth..., Retirement Planning, Wealth Management, Financial Management..., Analytic Problem Solving, Communication, Passionate about work, Buy-sell Agreements, Tax Advisory, Residential Mortgages, Succession Planning, Employee Benefits, Business Understanding, Strategic Financial..., Debt Restructuring, Group Insurance, Financial Services, Life Insurance, Financial Advisory, Critical Illness, Investment Advisory, Retirement
Education
University of Manitoba 1984 — 1989
B.Sc., Mathematics, Statistics, Economics
University of Manitoba
Bachelor of Science (BSc), Econometrics and Quantitative Economics
Investors Group November 2013 - Present
ATB Insurance Advisors Inc. March 2010 - October 2013
Fort Saskatchewan community Hospital Foundation January 2011 - October 2012
CIBC Wood Gundy July 2007 - October 2009
Freedom 55 Financial March 2006 - July 2007
Investors Group Financial Services Inc. October 1997 - September 2005
Skills
Certified Financial..., Estate Planning, Life & Health Insurance..., Mutual Funds, Investments, Disability Insurance, Insurance, Recruiting, Wealth, Long-term Care, Pensions, High Net Worth..., Retirement Planning, Wealth Management, Financial Management..., Analytic Problem Solving, Communication, Passionate about work, Buy-sell Agreements, Tax Advisory, Residential Mortgages, Succession Planning, Employee Benefits, Business Understanding, Strategic Financial..., Debt Restructuring, Group Insurance, Financial Services, Life Insurance, Financial Advisory, Critical Illness, Investment Advisory, Retirement
Education
University of Manitoba 1984 — 1989
B.Sc., Mathematics, Statistics, Economics
University of Manitoba
Bachelor of Science (BSc), Econometrics and Quantitative Economics
Chiedu Odiatu's Investors Group Financial Services Inc. Experience 1997 - 2000
Job Vice President Sales at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments 2011 - Present
Hartford Investments 2004 - April 2011
EISI 2000 - 2003
Investors Group Financial Services Inc. 1997 - 2000
Skills
Alternative Investments, Finance, Investment Advisory, Securities, Strategic Financial..., Strategic Planning, Wealth Management, Sales, Retirement Planning, Retirement, Portfolio Management, Marketing, Asset Management, Estate Planning, Financial Services, Insurance, Investment Strategies, Investments, Financial Planning
Education
University of Manitoba
BA, Economics
Mackenzie Investments 2011 - Present
Hartford Investments 2004 - April 2011
EISI 2000 - 2003
Investors Group Financial Services Inc. 1997 - 2000
Skills
Alternative Investments, Finance, Investment Advisory, Securities, Strategic Financial..., Strategic Planning, Wealth Management, Sales, Retirement Planning, Retirement, Portfolio Management, Marketing, Asset Management, Estate Planning, Financial Services, Insurance, Investment Strategies, Investments, Financial Planning
Education
University of Manitoba
BA, Economics
Joe Funk, P. Eng., MBA, CMC Joe Funk, P. Eng., MBA, CMC's Investors Group Financial Services Inc. Experience January 2015 - Present
Job Division Director Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. January 2015 - Present
Investors Group Financial Services Inc. July 2011 - Present
Tetra Tech 2006 - April 2011
Glacial Sand & Gravel (SOA - City of Winnipeg) March 2004 - May 2006
E&Y Corporate Finance 1998 - 2004
Skills
Listening, Understanding, Advising, Strategic Planning, Business Planning, Financial Analysis, Mergers, Management Consulting, Risk Management, Due Diligence, Business Strategy, Strategic Financial..., Investments, Management, Finance, Strategy, Mergers & Acquisitions, Project Planning, Financial Reporting, Business Process..., Change Management, Project Management, Corporate Finance, Managerial Finance, Financial Modeling, Analysis, Business Analysis, Consulting, Business Development, Portfolio Management, Entrepreneurship, Start-ups, Budgets, Process Improvement, Financial Planning
Education
Investment Funds Institute of Canada 2011 — 2011
Mutuals Funds License (MFDA)
Life License Qualifying Program (LLQP) 2011 — 2011
Life & Health Insurance
Canadian Securities Institute
CSC, Investments and Securities
University of Manitoba 1992 — 1996
MBA, Finance and Marketing
University of Manitoba 1983 — 1989
B. Sc., Civil Engineering
Sisler High School
Investors Group Financial Services Inc. January 2015 - Present
Investors Group Financial Services Inc. July 2011 - Present
Tetra Tech 2006 - April 2011
Glacial Sand & Gravel (SOA - City of Winnipeg) March 2004 - May 2006
E&Y Corporate Finance 1998 - 2004
Skills
Listening, Understanding, Advising, Strategic Planning, Business Planning, Financial Analysis, Mergers, Management Consulting, Risk Management, Due Diligence, Business Strategy, Strategic Financial..., Investments, Management, Finance, Strategy, Mergers & Acquisitions, Project Planning, Financial Reporting, Business Process..., Change Management, Project Management, Corporate Finance, Managerial Finance, Financial Modeling, Analysis, Business Analysis, Consulting, Business Development, Portfolio Management, Entrepreneurship, Start-ups, Budgets, Process Improvement, Financial Planning
Education
Investment Funds Institute of Canada 2011 — 2011
Mutuals Funds License (MFDA)
Life License Qualifying Program (LLQP) 2011 — 2011
Life & Health Insurance
Canadian Securities Institute
CSC, Investments and Securities
University of Manitoba 1992 — 1996
MBA, Finance and Marketing
University of Manitoba 1983 — 1989
B. Sc., Civil Engineering
Sisler High School
Rob Eby RRC CFP®'s Investors Group Financial Services Inc. Experience May 2006 - Present
Job Executive Financial Consultant at Rob Eby & Associates Private Wealth Management
Industry Financial Services
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
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
Michael Buhr Michael Buhr's Investors Group Financial Services Inc. Experience June 1987 - Present
Job Division Director at Investors Group Financial Services Inc. and Experienced Board Member
Industry Financial Services
Experience
Investors Group Financial Services Inc. June 1987 - Present
Community Foundations of Canada June 2013 - Present
Selkirk Steelers September 2002 - Present
Selkirk Royals September 2005 - Present
Little Grindstone Harbour Authority August 2008 - August 2015
Heart and Stroke Foundation of Manitoba November 2006 - February 2014
Heart and Stroke Foundation of Canada (Manitoba) November 2010 - February 2013
Selkirk and District Community Foundation July 2009 - June 2012
Selkirk and District Community Foundation July 2006 - June 2012
Telus Cup Midget Hockey Championship 2008 - 2009
Skills
Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Financial Planners, Wealth, Estate Planning, Fundraising, Retirement, Financial Services, Wealth Management, Securities, Critical Illness, Investment Strategies, Fixed Annuities, Life Insurance, Wealth Accumulation, Disability Insurance, Personal Finance, Personal Financial..., Investment Management, Long Term Care Insurance, Board Governance, Annual Giving, Investment Advisory, High Net Worth..., Pensions, Financial Advisory, Funding, Mortgage Lending, Asset Management, Insurance, Small Business, Term Life Insurance, Planned Giving, Finance, Philanthropy, Financial Risk, Portfolio Management, Financial Analysis, Long-term Care, Asset Allocation, Savings, Wealth Management..., Charities, Cash Management, Stewardship, Employee Benefits, Trusts, Financial Planning
Education
Financial Planners Standards Council
Certified Financial Planner
University of Manitoba 1979 — 1983
B. Comm. (Hons.)
Investors Group Financial Services Inc. June 1987 - Present
Community Foundations of Canada June 2013 - Present
Selkirk Steelers September 2002 - Present
Selkirk Royals September 2005 - Present
Little Grindstone Harbour Authority August 2008 - August 2015
Heart and Stroke Foundation of Manitoba November 2006 - February 2014
Heart and Stroke Foundation of Canada (Manitoba) November 2010 - February 2013
Selkirk and District Community Foundation July 2009 - June 2012
Selkirk and District Community Foundation July 2006 - June 2012
Telus Cup Midget Hockey Championship 2008 - 2009
Skills
Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Financial Planners, Wealth, Estate Planning, Fundraising, Retirement, Financial Services, Wealth Management, Securities, Critical Illness, Investment Strategies, Fixed Annuities, Life Insurance, Wealth Accumulation, Disability Insurance, Personal Finance, Personal Financial..., Investment Management, Long Term Care Insurance, Board Governance, Annual Giving, Investment Advisory, High Net Worth..., Pensions, Financial Advisory, Funding, Mortgage Lending, Asset Management, Insurance, Small Business, Term Life Insurance, Planned Giving, Finance, Philanthropy, Financial Risk, Portfolio Management, Financial Analysis, Long-term Care, Asset Allocation, Savings, Wealth Management..., Charities, Cash Management, Stewardship, Employee Benefits, Trusts, Financial Planning
Education
Financial Planners Standards Council
Certified Financial Planner
University of Manitoba 1979 — 1983
B. Comm. (Hons.)
James De Boer, C.F.P. James De Boer, C.F.P.'s Investors Group Financial Services Inc. Experience January 2004 - Present
Job Certified Financial Planner and Recruiting Specialist
Industry Financial Services
Experience
Investors Group Financial Services Inc. January 2004 - Present
Investors Group Financial Services Inc. October 1998 - Present
Skills
Investments, Estate Planning, Critical Illness, Financial Planners, Tax, Retirement Planning, Wealth Management, Retirement, Sales, Risk Management, Corporate Tax Planning, Finance, Small Business, Financial Services, Strategic Financial..., Wealth, Wealth Management..., Financial Planning, Mutual Funds
Education
Financial Planners Standards Council of Canada 2000 — 2002
Certified Financial Planner , C.F.P.
Invetment Funds Institute of Canada 2004 — 2004
Branch Manager
University of Manitoba 1987 — 1991
BA (Econ)
Investors Group Financial Services Inc. January 2004 - Present
Investors Group Financial Services Inc. October 1998 - Present
Skills
Investments, Estate Planning, Critical Illness, Financial Planners, Tax, Retirement Planning, Wealth Management, Retirement, Sales, Risk Management, Corporate Tax Planning, Finance, Small Business, Financial Services, Strategic Financial..., Wealth, Wealth Management..., Financial Planning, Mutual Funds
Education
Financial Planners Standards Council of Canada 2000 — 2002
Certified Financial Planner , C.F.P.
Invetment Funds Institute of Canada 2004 — 2004
Branch Manager
University of Manitoba 1987 — 1991
BA (Econ)
Philip Morkel Philip Morkel's Investors Group Financial Services Inc. Experience 2004 - 2005
Job Advisor for Dibrina Sure Financial Group Inc.
Industry Financial Services
Experience
DiBrina Sure Benefit Consulting Inc September 2014 - Present
Rubicon Financial Group Inc October 2006 - Present
DundeeWealth Inc 2006 - 2008
Investors Group Financial Services Inc. 2004 - 2005
Hown Management Close Corporation 2001 - 2004
Liberty Life 1989 - 2001
Standard Bank January 1979 - 1987
Skills
Retirement Planning, Estate Planning, Financial Planning, Retirement, Employee Benefits, Pensions, Strategic Financial..., Wealth Management, Wealth, Investments, Mutual Funds, Finance, Investment Advisory, Financial Planners, Insurance, Succession Planning, Wealth Accumulation, Financial Advisory, Investment Strategies, Mortgage Lending, Portfolio Management, Residential Mortgages
Education
University of South Africa/Universiteit van Suid-Afrika 1998 — 2001
AFP, Financial Planning
Sea Point Boys High School Cape Town South Africa 1967 — 1970
DiBrina Sure Benefit Consulting Inc September 2014 - Present
Rubicon Financial Group Inc October 2006 - Present
DundeeWealth Inc 2006 - 2008
Investors Group Financial Services Inc. 2004 - 2005
Hown Management Close Corporation 2001 - 2004
Liberty Life 1989 - 2001
Standard Bank January 1979 - 1987
Skills
Retirement Planning, Estate Planning, Financial Planning, Retirement, Employee Benefits, Pensions, Strategic Financial..., Wealth Management, Wealth, Investments, Mutual Funds, Finance, Investment Advisory, Financial Planners, Insurance, Succession Planning, Wealth Accumulation, Financial Advisory, Investment Strategies, Mortgage Lending, Portfolio Management, Residential Mortgages
Education
University of South Africa/Universiteit van Suid-Afrika 1998 — 2001
AFP, Financial Planning
Sea Point Boys High School Cape Town South Africa 1967 — 1970
Aimy Bryden, CFP Aimy Bryden, CFP's Investors Group Financial Services Inc. Experience December 2004 - Present
Job Financial Consultant with Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. December 2004 - Present
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management, Retirement, Mutual Funds, Financial Planners, Finance, Wealth, Investment Strategies, Financial Advisory, Strategic Planning, Investments, Investment Advisory, Insurance, Risk Management, Financial Services, Disability Insurance
Education
University of Ottawa 2000 — 2003
Baccalaureate in Arts, Psychology, Governance & Public Policies
Ashbury College 1993 — 1998
Elmwood School 1991 — 1993
Investors Group Financial Services Inc. December 2004 - Present
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management, Retirement, Mutual Funds, Financial Planners, Finance, Wealth, Investment Strategies, Financial Advisory, Strategic Planning, Investments, Investment Advisory, Insurance, Risk Management, Financial Services, Disability Insurance
Education
University of Ottawa 2000 — 2003
Baccalaureate in Arts, Psychology, Governance & Public Policies
Ashbury College 1993 — 1998
Elmwood School 1991 — 1993
David Tetlock's Investors Group Financial Services Inc. Experience May 1999 - March 2005
Job Vice President & Chief Architect
Industry Financial Services
Experience
Investors Group July 2012 - Present
Investors Group May 2005 - June 2012
Investors Group Financial Services Inc. May 1999 - March 2005
Great-West Life May 1981 - December 1999
Skills
System Architecture, Enterprise Architecture, Application Architecture, Solution Architecture, SOA, Business Architecture, Architecture, Disaster Recovery, Integration, IT Strategy, Security, ITIL, Requirements Analysis, Data Center, Systems Analysis, Databases, IT Management, Risk Management, Data Modeling, Business Analysis, IT Service Management, Business Intelligence, SDLC, Business Process Design, Linux, Data Warehousing
Education
University of Manitoba 1978 — 1982
BSc Honors, Computer Science
Swan Valley Regional Secondary School 1976 — 1978
Investors Group July 2012 - Present
Investors Group May 2005 - June 2012
Investors Group Financial Services Inc. May 1999 - March 2005
Great-West Life May 1981 - December 1999
Skills
System Architecture, Enterprise Architecture, Application Architecture, Solution Architecture, SOA, Business Architecture, Architecture, Disaster Recovery, Integration, IT Strategy, Security, ITIL, Requirements Analysis, Data Center, Systems Analysis, Databases, IT Management, Risk Management, Data Modeling, Business Analysis, IT Service Management, Business Intelligence, SDLC, Business Process Design, Linux, Data Warehousing
Education
University of Manitoba 1978 — 1982
BSc Honors, Computer Science
Swan Valley Regional Secondary School 1976 — 1978
Gaetan Ruest Gaetan Ruest's Investors Group Financial Services Inc. Experience January 2008 - Present
Job VicePresident of Corporate Research at Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc. January 2008 - Present
Université de Saint-Boniface September 2011 - Present
Manitoba Children's Museum 2015 - Present
Manitoba Children's Museum 2014 - 2015
Great-West Life August 1997 - December 2007
Skills
Investments, Mutual Funds, Retirement Income..., Strategic Financial..., Actuarial Science, Predictive Analytics, Team Leadership, Project Leadership, Lateral Thinking, Analytic Problem Solving, Business Strategy, Business Analytics, Securities Regulation, CRM
Education
Society of Actuaries 1995 — 2001
FSA, Investments
Canadian Institute of Actuaries
FCIA, Investments
University of Manitoba 1995 — 1997
B.Sc. (Hons), Mathematics and Actuarial Sciences
Collège Universitaire de Saint-Boniface 1992 — 1997
université de saint-boniface
Investors Group Financial Services Inc. January 2008 - Present
Université de Saint-Boniface September 2011 - Present
Manitoba Children's Museum 2015 - Present
Manitoba Children's Museum 2014 - 2015
Great-West Life August 1997 - December 2007
Skills
Investments, Mutual Funds, Retirement Income..., Strategic Financial..., Actuarial Science, Predictive Analytics, Team Leadership, Project Leadership, Lateral Thinking, Analytic Problem Solving, Business Strategy, Business Analytics, Securities Regulation, CRM
Education
Society of Actuaries 1995 — 2001
FSA, Investments
Canadian Institute of Actuaries
FCIA, Investments
University of Manitoba 1995 — 1997
B.Sc. (Hons), Mathematics and Actuarial Sciences
Collège Universitaire de Saint-Boniface 1992 — 1997
université de saint-boniface
Jon Dacquisto Jon Dacquisto's Investors Group Financial Services Inc. Experience 1999 - 2005
Job Freelance Copywriter
Industry Marketing and Advertising
Experience
Rethink Sustainability Initiatives June 2012 - Present
WIN 3 World Peace April 2013 - Present
BD March 2009 - Present
Freelance 2001 - Present
Direct Focus Marketing Communications January 2007 - May 2008
Investors Group Financial Services Inc. 1999 - 2005
McKim Communications, Winnipeg 1987 - 1999
Skills
Screenwriting, Copywriting, Radio, Television, Wordpress, Photoshop, Dreamweaver, Brochures, Web Design, Advertising, Creative Writing, Writing, Web Content, Brand Development, Copy Editing, SEO copywriting, Creative Direction, Illustrator, Creative Strategy, Website Copy, InDesign, Content Creation, Editing, Adobe Creative Suite, Photography, Newsletters, Creative Development, Press Releases, Content Development, Marketing Strategy, Proofreading, Concept Development, Storytelling, Facebook, Content Writing, New Media, Email Marketing, Marketing Communications, Digital Strategy, Social Media, Adobe Acrobat, Social Media Marketing, Corporate Branding, WordPress, Marketing, Direct Mail, Online Marketing
Education
Winnipeg Technical College
Web Design, Graphic Web Design, HTML/CSS coding
School of Communications Arts
Communications
University of Manitoba
Kelvin High School
Diploma
Rethink Sustainability Initiatives June 2012 - Present
WIN 3 World Peace April 2013 - Present
BD March 2009 - Present
Freelance 2001 - Present
Direct Focus Marketing Communications January 2007 - May 2008
Investors Group Financial Services Inc. 1999 - 2005
McKim Communications, Winnipeg 1987 - 1999
Skills
Screenwriting, Copywriting, Radio, Television, Wordpress, Photoshop, Dreamweaver, Brochures, Web Design, Advertising, Creative Writing, Writing, Web Content, Brand Development, Copy Editing, SEO copywriting, Creative Direction, Illustrator, Creative Strategy, Website Copy, InDesign, Content Creation, Editing, Adobe Creative Suite, Photography, Newsletters, Creative Development, Press Releases, Content Development, Marketing Strategy, Proofreading, Concept Development, Storytelling, Facebook, Content Writing, New Media, Email Marketing, Marketing Communications, Digital Strategy, Social Media, Adobe Acrobat, Social Media Marketing, Corporate Branding, WordPress, Marketing, Direct Mail, Online Marketing
Education
Winnipeg Technical College
Web Design, Graphic Web Design, HTML/CSS coding
School of Communications Arts
Communications
University of Manitoba
Kelvin High School
Diploma
Steve Gobel CFP R.F.P. Steve Gobel CFP R.F.P.'s Investors Group Financial Services Inc. Experience May 1985 - Present
Job Regional Director, Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. May 1985 - Present
Investors Group Financial Services Inc. July 1988 - July 2000
Investors Group Financial Services Inc. May 1985 - July 1988
Kesko May 1982 - August 1982
Skills
Strategic Planning, Strategic Financial..., Sales Management, Business Planning, Team Leadership, Leadership, Financial Planners, Retirement Planning, Business Development, Financial Services, Training, Personal Financial..., Wealth Management, Investments, Estate Planning, Risk Management, Finance, New Business Development, Banking, Financial Planning
Education
University of Ottawa / Université d'Ottawa 1979 — 1983
Bachelor's Degree, Business/Commerce, General
Colonel By Secondary School 1974 — 1979
Investors Group Financial Services Inc. May 1985 - Present
Investors Group Financial Services Inc. July 1988 - July 2000
Investors Group Financial Services Inc. May 1985 - July 1988
Kesko May 1982 - August 1982
Skills
Strategic Planning, Strategic Financial..., Sales Management, Business Planning, Team Leadership, Leadership, Financial Planners, Retirement Planning, Business Development, Financial Services, Training, Personal Financial..., Wealth Management, Investments, Estate Planning, Risk Management, Finance, New Business Development, Banking, Financial Planning
Education
University of Ottawa / Université d'Ottawa 1979 — 1983
Bachelor's Degree, Business/Commerce, General
Colonel By Secondary School 1974 — 1979
Melenie Olfert Melenie Olfert's Investors Group Financial Services Inc. Experience September 1987 - April 2001
Job Program Coordinator at Manitoba Start
Industry Human Resources
Experience
Olfert Training & Consulting Program CoordinatorManitoba StartApril 2012 - Present
Olfert Training & Consulting April 2002 - Present
Investors Group Financial Services Inc. September 1987 - April 2001
Skills
Coaching, Recruiting, Workshop Facilitation, Leadership Development, Employee Relations, Human Resources, Training, Organizational..., Employee Engagement, Talent Management, Employee Training
Education
University of Manitoba
HR Management and Buiness Mgmt, Certificate in Teaching English as an Additional language
Olfert Training & Consulting Program CoordinatorManitoba StartApril 2012 - Present
Olfert Training & Consulting April 2002 - Present
Investors Group Financial Services Inc. September 1987 - April 2001
Skills
Coaching, Recruiting, Workshop Facilitation, Leadership Development, Employee Relations, Human Resources, Training, Organizational..., Employee Engagement, Talent Management, Employee Training
Education
University of Manitoba
HR Management and Buiness Mgmt, Certificate in Teaching English as an Additional language
Jill Chambers BN CFP CFDS's Investors Group Financial Services Inc. Experience February 2007 - May 2011
Job Advisor at Wealthco Financial Advisory Services
Industry Financial Services
Experience
Wealthco Financial Advisory Services January 2014 - Present
Vision Financial May 2013 - December 2013
Integrated Wealth Management` May 2011 - May 2013
Investors Group Financial Services Inc. February 2007 - May 2011
MB Health August 2005 - February 2007
Starbucks Coffee Company February 2005 - February 2007
Odyssey Health Services June 2004 - January 2005
Great-West Life May 1996 - June 2004
Skills
Healthcare, Investments, Insurance, Business Planning, Strategic Financial..., Small Business, Coaching, Team Leadership, Project Planning, Public Speaking, Strategic Planning, Customer Service, Sales Management, Financial Analysis, New Business Development, Business Strategy, Finance, Risk Management, Wealth Management, Financial Services, Wealth, Financial Planning, Retirement Planning
Education
Academy of Financial Divorce Specialists 2014 — 2014
Chartered Financial Divorce Specialist
Financial Planning Standards Council 2009 — 2010
CFP, certified financial planning
University of Manitoba 1974 — 1978
BN, nursing, psychology
Wealthco Financial Advisory Services January 2014 - Present
Vision Financial May 2013 - December 2013
Integrated Wealth Management` May 2011 - May 2013
Investors Group Financial Services Inc. February 2007 - May 2011
MB Health August 2005 - February 2007
Starbucks Coffee Company February 2005 - February 2007
Odyssey Health Services June 2004 - January 2005
Great-West Life May 1996 - June 2004
Skills
Healthcare, Investments, Insurance, Business Planning, Strategic Financial..., Small Business, Coaching, Team Leadership, Project Planning, Public Speaking, Strategic Planning, Customer Service, Sales Management, Financial Analysis, New Business Development, Business Strategy, Finance, Risk Management, Wealth Management, Financial Services, Wealth, Financial Planning, Retirement Planning
Education
Academy of Financial Divorce Specialists 2014 — 2014
Chartered Financial Divorce Specialist
Financial Planning Standards Council 2009 — 2010
CFP, certified financial planning
University of Manitoba 1974 — 1978
BN, nursing, psychology
El Nuevo's Investors Group Financial Services Inc. Experience June 2009 - August 2009
Job Financial at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Treasury Board of Canada Secretariat June 2012 - December 2012
Human Resources and Skills Development Canada June 2011 - December 2011
H-Kin HR Solutions January 2011 - June 2011
Investors Group Financial Services Inc. June 2009 - August 2009
Business Development Bank of Canada June 2008 - August 2008
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Mutual Funds, Mortgage Lending, Retirement, Portfolio Management, Estate Planning, Financial Analysis, Investment Strategies, Investment Advisory, Risk Management, Insurance, Asset Managment, Financial Planners, Banking, Financial Advisory, Pensions, Credit
Education
University of Ottawa / Université d'Ottawa 2007 — 2013
Bachelor of Commerce (B.Com.), Finance
Treasury Board of Canada Secretariat June 2012 - December 2012
Human Resources and Skills Development Canada June 2011 - December 2011
H-Kin HR Solutions January 2011 - June 2011
Investors Group Financial Services Inc. June 2009 - August 2009
Business Development Bank of Canada June 2008 - August 2008
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Mutual Funds, Mortgage Lending, Retirement, Portfolio Management, Estate Planning, Financial Analysis, Investment Strategies, Investment Advisory, Risk Management, Insurance, Asset Managment, Financial Planners, Banking, Financial Advisory, Pensions, Credit
Education
University of Ottawa / Université d'Ottawa 2007 — 2013
Bachelor of Commerce (B.Com.), Finance
Slava Yurashchuk Slava Yurashchuk's Investors Group Financial Services Inc. Experience 2010 - Present
Job Associate Consultant at Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc. 2010 - Present
Great-West Life and Annuity Insurance Company 2010 - Present
Skills
Retirement Planning, Strategic Financial..., Investments, Estate Planning, Insurance, Financial Planners, Investment Strategies, Financial Services, Tax, Finance, Mutual Funds, Critical Illness, Wealth Management, Retirement, Wealth, Financial Planning
Education
University of Manitoba 1999 — 2003
B.A., History
Investors Group Financial Services Inc. 2010 - Present
Great-West Life and Annuity Insurance Company 2010 - Present
Skills
Retirement Planning, Strategic Financial..., Investments, Estate Planning, Insurance, Financial Planners, Investment Strategies, Financial Services, Tax, Finance, Mutual Funds, Critical Illness, Wealth Management, Retirement, Wealth, Financial Planning
Education
University of Manitoba 1999 — 2003
B.A., History
Marc Guilbault Marc Guilbault's Investors Group Financial Services Inc. Experience 1984 - 1988
Job Project Manager at Investors Group
Industry Information Technology and Services
Experience
Investors Group January 2014 - Present
Marc Guilbault Consulting February 2009 - Present
Ceridian Canada Ltd. 2011 - 2011
National Leasing February 2000 - February 2009
Online Business Systems June 1994 - February 2000
Gendis Business Services 1990 - 1994
Software AG 1988 - 1990
Investors Group Financial Services Inc. 1984 - 1988
Education
University of Manitoba 1980 — 1984
BSC, Computer Science
Investors Group January 2014 - Present
Marc Guilbault Consulting February 2009 - Present
Ceridian Canada Ltd. 2011 - 2011
National Leasing February 2000 - February 2009
Online Business Systems June 1994 - February 2000
Gendis Business Services 1990 - 1994
Software AG 1988 - 1990
Investors Group Financial Services Inc. 1984 - 1988
Education
University of Manitoba 1980 — 1984
BSC, Computer Science
Philip Cote's Investors Group Financial Services Inc. Experience 2001 - 2005
Job Realtor at Royal LePage Gale
Industry Real Estate
Experience
Royal LePage Gale 2006 - Present
Investors Group Financial Services Inc. 2001 - 2005
Skills
First Time Home Buyers, Referrals, Investment Properties, Relocation, New Home Sales, Townhomes, Buyer Representation, Condos, Sellers, Listings, Single Family Homes
Education
University of Ottawa
Royal LePage Gale 2006 - Present
Investors Group Financial Services Inc. 2001 - 2005
Skills
First Time Home Buyers, Referrals, Investment Properties, Relocation, New Home Sales, Townhomes, Buyer Representation, Condos, Sellers, Listings, Single Family Homes
Education
University of Ottawa
Dawn Devcic-Erceg Dawn Devcic-Erceg's Investors Group Financial Services Inc. Experience 1999 - 2002
Job Director of Marketing Communications at ResMor Trust Company
Industry Financial Services
Experience
GMAC Residential Funding of Canada/ ResMor Trust Company August 2006 - Present
ResMor Trust Company August 2006 - Present
Mortgage Intelligence 2006 - 2008
BMO Bank of Montreal August 2002 - July 2006
Investors Group Financial Services Inc. 1999 - 2002
PLIVA 1997 - 1999
Skills
Marketing Communications, Brand Management, Marketing Strategy, Corporate Communications, Strategic Planning, Investments, Financial Services, Relationship Management, Banking, Mutual Funds, Mortgage Lending, Direct Marketing, Internal Communications, Business Strategy, Business Development, Advertising, Portfolio Management, New Business Development, Market Research, Integrated Marketing, Brand Development, Marketing, CRM, Strategy, Management, Online Marketing, Leadership, Public Relations
Education
York University - Schulich School of Business 2009 — 2009
Master Certificate in Marketing Communications, Marketing
University of Manitoba 1987 — 1991
Bachelor of Arts (B.A.) Hons, Economics/Political Sciences
GMAC Residential Funding of Canada/ ResMor Trust Company August 2006 - Present
ResMor Trust Company August 2006 - Present
Mortgage Intelligence 2006 - 2008
BMO Bank of Montreal August 2002 - July 2006
Investors Group Financial Services Inc. 1999 - 2002
PLIVA 1997 - 1999
Skills
Marketing Communications, Brand Management, Marketing Strategy, Corporate Communications, Strategic Planning, Investments, Financial Services, Relationship Management, Banking, Mutual Funds, Mortgage Lending, Direct Marketing, Internal Communications, Business Strategy, Business Development, Advertising, Portfolio Management, New Business Development, Market Research, Integrated Marketing, Brand Development, Marketing, CRM, Strategy, Management, Online Marketing, Leadership, Public Relations
Education
York University - Schulich School of Business 2009 — 2009
Master Certificate in Marketing Communications, Marketing
University of Manitoba 1987 — 1991
Bachelor of Arts (B.A.) Hons, Economics/Political Sciences
Andreas Gausrab's Investors Group Financial Services Inc. Experience March 2011 - October 2012
Job Telecommunications Specialist at NuEdge Communications
Industry Nonprofit Organization Management
Experience
NuEdge Communications August 2013 - Present
Investors Group Financial Services Inc. March 2011 - October 2012
MD Physician Services May 2008 - June 2009
Canadian Medical Protective Association May 2003 - May 2008
Canadian Medical Protective Association January 2001 - April 2003
MD Physician Services June 1999 - December 2000
Canadian Medical Protective Association June 1998 - May 1999
KPMG-Versa Management Systems August 1995 - June 1998
MD Physician Services December 1993 - July 1995
MD Physician Services November 1992 - December 1993
Education
University of Ottawa / Université d'Ottawa 2000 — 2002
Master of Business Administration (MBA), Executive MBA
NuEdge Communications August 2013 - Present
Investors Group Financial Services Inc. March 2011 - October 2012
MD Physician Services May 2008 - June 2009
Canadian Medical Protective Association May 2003 - May 2008
Canadian Medical Protective Association January 2001 - April 2003
MD Physician Services June 1999 - December 2000
Canadian Medical Protective Association June 1998 - May 1999
KPMG-Versa Management Systems August 1995 - June 1998
MD Physician Services December 1993 - July 1995
MD Physician Services November 1992 - December 1993
Education
University of Ottawa / Université d'Ottawa 2000 — 2002
Master of Business Administration (MBA), Executive MBA
Patrick Englot's Investors Group Financial Services Inc. Experience March 2010 - Present
Job Semiretired
Industry Government Administration
Experience
Investors Group Financial Services Inc. March 2010 - Present
Government of Manitoba June 2008 - February 2010
Government of Manitoba January 2007 - May 2008
MTS Allstream May 1977 - December 2006
Skills
Business Analysis, SAP Implementation, SAP, Business Intelligence, Business Process, Requirements Analysis
Education
University of Manitoba 1973 — 1977
B.Sc. Hons., Computer Science
Investors Group Financial Services Inc. March 2010 - Present
Government of Manitoba June 2008 - February 2010
Government of Manitoba January 2007 - May 2008
MTS Allstream May 1977 - December 2006
Skills
Business Analysis, SAP Implementation, SAP, Business Intelligence, Business Process, Requirements Analysis
Education
University of Manitoba 1973 — 1977
B.Sc. Hons., Computer Science
Ray Dallaire's Investors Group Financial Services Inc. Experience November 2005 - Present
Job Regional Director at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. November 2005 - Present
Investors Group 1998 - 2005
Investors Group Financial Services Inc. 1990 - 1998
Investors Group Financial Services Inc. 1983 - 1990
Investors Group Financial Services Inc. 1982 - 1983
Skills
Retirement Planning, Wealth Management, Mutual Funds, Financial Planners, Estate Planning, Investments, Strategic Financial..., Investment Strategies, Retirement, Critical Illness, Wealth, Investment Advisory, Financial Advisory, Portfolio Management, Pensions, Insurance, Asset Management, Financial Services, Asset Allocation, High Net Worth..., Mentoring, Income Protection, Wealth Accumulation, Recruiting, Strategic Planning, Risk Management, Financial Planning, Sales Management
Education
University of Pennsylvania - The Wharton School 2001 — 2004
Security Industry Institute, Finance and Leadership
Investors Group Financial Services Inc. November 2005 - Present
Investors Group 1998 - 2005
Investors Group Financial Services Inc. 1990 - 1998
Investors Group Financial Services Inc. 1983 - 1990
Investors Group Financial Services Inc. 1982 - 1983
Skills
Retirement Planning, Wealth Management, Mutual Funds, Financial Planners, Estate Planning, Investments, Strategic Financial..., Investment Strategies, Retirement, Critical Illness, Wealth, Investment Advisory, Financial Advisory, Portfolio Management, Pensions, Insurance, Asset Management, Financial Services, Asset Allocation, High Net Worth..., Mentoring, Income Protection, Wealth Accumulation, Recruiting, Strategic Planning, Risk Management, Financial Planning, Sales Management
Education
University of Pennsylvania - The Wharton School 2001 — 2004
Security Industry Institute, Finance and Leadership
Mahnoor Abdullah's Investors Group Financial Services Inc. Experience 2010 - 2012
Job Senior Business Analyst Service Delivery Core Applications at Fidelis Care
Industry Insurance
Experience
Fidelis Care May 2015 - Present
Fidelis Care January 2014 - Present
The Dannon Company December 2013 - January 2014
Vertu 2013 - 2013
Investors Group Financial Services Inc. 2010 - 2012
Skills
Business Analysis, Microsoft Excel, MPower, SAP, SAP BI, SAP FICO, TRecs, Change Management, Crystal Reports, Swift Alliance, Microsoft SQL Server, Team Management, Strategic Communications, Project Management, Process Improvement, Financial Analysis, Software Documentation, Risk Management, Project Planning, Budgets, Management, Business Development, Databases, Requirements Analysis, Requirements Gathering, Business Process
Education
University of Manitoba 2005 — 2009
Bachelor of Commerce Hons., Accounting and Finance
Fidelis Care May 2015 - Present
Fidelis Care January 2014 - Present
The Dannon Company December 2013 - January 2014
Vertu 2013 - 2013
Investors Group Financial Services Inc. 2010 - 2012
Skills
Business Analysis, Microsoft Excel, MPower, SAP, SAP BI, SAP FICO, TRecs, Change Management, Crystal Reports, Swift Alliance, Microsoft SQL Server, Team Management, Strategic Communications, Project Management, Process Improvement, Financial Analysis, Software Documentation, Risk Management, Project Planning, Budgets, Management, Business Development, Databases, Requirements Analysis, Requirements Gathering, Business Process
Education
University of Manitoba 2005 — 2009
Bachelor of Commerce Hons., Accounting and Finance
Denny Chau's Investors Group Financial Services Inc. Experience August 2007 - Present
Job Consultant at Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc. August 2007 - Present
Federated Insurance August 2001 - August 2007
IBM 1999 - 2001
IBM Canada 1985 - 2001
The Gemini Group 1989 - 1997
Skills
Analysis, Estate Planning, Investments, Insurance, Strategic Financial..., Financial Planners, Retirement, Cash Management, Tax, Building Relationships, Customer Experience, Managerial Finance, Finance, Small Business, Business Analysis, Financial Advisory, Financial Analysis, Systems Analysis, Financial Planning
Education
University of Manitoba 1978 — 1983
BSC Comp Science, Computer
Investors Group Financial Services Inc. August 2007 - Present
Federated Insurance August 2001 - August 2007
IBM 1999 - 2001
IBM Canada 1985 - 2001
The Gemini Group 1989 - 1997
Skills
Analysis, Estate Planning, Investments, Insurance, Strategic Financial..., Financial Planners, Retirement, Cash Management, Tax, Building Relationships, Customer Experience, Managerial Finance, Finance, Small Business, Business Analysis, Financial Advisory, Financial Analysis, Systems Analysis, Financial Planning
Education
University of Manitoba 1978 — 1983
BSC Comp Science, Computer
Linda Hancock, B.Sc., CFP's Investors Group Financial Services Inc. Experience 1997 - Present
Job Senior Financial Consultant with Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc. 1997 - Present
OSCA 2013 - Present
Canadian Paralympic Committee January 1989 - September 1996
Fitness & Amateur Sport 1982 - 1990
Skills
Retirement Solutions, Wealth Management, Customer Satisfaction, Strategic Planning, Retirement Planning, Program Management, Financial Planners, Critical Illness, Estate Planning, Mutual Funds, Strategic Financial..., Wealth, Fundraising, Management, Insurance, Investments, Investment Strategies, Disability Insurance, Asset Allocation, Segregated Funds, Investment Advisory, Personal Financial..., Business Development, Financial Advisory, Retirement Savings, Small Business, Retirement, High Net Worth..., Risk Management, Savings, Wealth Accumulation, Tax, Employee Benefits, Wealth Management..., Life Insurance, New Business Development, Coaching, Pensions, Asset Management, Certified Financial..., Long-term Care, Holistic Financial...
Education
York University 1989 — 1990
Diploma, Voluntary Sector Management
University of Ottawa 1980 — 1984
B.Sc. Honours, Science (Kinanthropology)
Investors Group Financial Services Inc. 1997 - Present
OSCA 2013 - Present
Canadian Paralympic Committee January 1989 - September 1996
Fitness & Amateur Sport 1982 - 1990
Skills
Retirement Solutions, Wealth Management, Customer Satisfaction, Strategic Planning, Retirement Planning, Program Management, Financial Planners, Critical Illness, Estate Planning, Mutual Funds, Strategic Financial..., Wealth, Fundraising, Management, Insurance, Investments, Investment Strategies, Disability Insurance, Asset Allocation, Segregated Funds, Investment Advisory, Personal Financial..., Business Development, Financial Advisory, Retirement Savings, Small Business, Retirement, High Net Worth..., Risk Management, Savings, Wealth Accumulation, Tax, Employee Benefits, Wealth Management..., Life Insurance, New Business Development, Coaching, Pensions, Asset Management, Certified Financial..., Long-term Care, Holistic Financial...
Education
York University 1989 — 1990
Diploma, Voluntary Sector Management
University of Ottawa 1980 — 1984
B.Sc. Honours, Science (Kinanthropology)
Peggy Yuill's Investors Group Financial Services Inc. Experience January 2005 - Present
Job Manager, Marketing Planning at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. January 2005 - Present
Great-West Life July 1997 - January 2005
Skills
Marketing Communications, Marketing Management, Promotions, Brand Development, Product Marketing, Marketing Strategy, Copywriting, Strategy Development, Strategic Communications, Corporate Communications, Problem Solving, Event Planning, Writing, Editing, Insurance, Investments, PowerPoint, Excel, Financial Planning, Word, Strategic Financial...
Education
University of Manitoba 1986 — 1989
B.Comm (Hons), Marketing
Investors Group Financial Services Inc. January 2005 - Present
Great-West Life July 1997 - January 2005
Skills
Marketing Communications, Marketing Management, Promotions, Brand Development, Product Marketing, Marketing Strategy, Copywriting, Strategy Development, Strategic Communications, Corporate Communications, Problem Solving, Event Planning, Writing, Editing, Insurance, Investments, PowerPoint, Excel, Financial Planning, Word, Strategic Financial...
Education
University of Manitoba 1986 — 1989
B.Comm (Hons), Marketing
Jason A Mizak, CFP, BPE, CPCA's Investors Group Financial Services Inc. Experience August 1996 - January 2013
Job Senior Financial Consultant at Investors Group
Industry Financial Services
Experience
Investors Group January 2013 - Present
Investors Group Financial Services Inc. August 1996 - January 2013
Skills
Certified Financial..., Insurance Planning, Wealth Management, Certified Professional..., Investments, Retirement Planning, Insurance, Retirement, Pensions, Financial Advisory, Investment Strategies, Mutual Funds, Critical Illness, Wealth, Investment Advisory, Strategic Financial..., Estate Planning, Tax, Asset Allocation, Portfolio Management, Disability Insurance, Asset Management, Personal Finance, Investment Management, Financial Planners, Personal Financial...
Education
University of Manitoba 1989 — 1992
BPE
The University of Western Ontario
Investors Group January 2013 - Present
Investors Group Financial Services Inc. August 1996 - January 2013
Skills
Certified Financial..., Insurance Planning, Wealth Management, Certified Professional..., Investments, Retirement Planning, Insurance, Retirement, Pensions, Financial Advisory, Investment Strategies, Mutual Funds, Critical Illness, Wealth, Investment Advisory, Strategic Financial..., Estate Planning, Tax, Asset Allocation, Portfolio Management, Disability Insurance, Asset Management, Personal Finance, Investment Management, Financial Planners, Personal Financial...
Education
University of Manitoba 1989 — 1992
BPE
The University of Western Ontario
Shailesh Godse's Investors Group Financial Services Inc. Experience 1993 - 2000
Job Regional VicePresident, Eastern Canada at Credential Financial Inc
Industry Financial Services
Experience
Credential Financial Inc December 2011 - Present
Prosperity ONE Credit Union October 2012 - March 2014
Credential November 2005 - December 2011
AIC Limited December 2003 - November 2005
Portland Investment Counsel Inc. 2003 - 2005
Investors Group Financial Services Inc. 1993 - 2000
Assante Wealth Management 1994 - 1997
Assante Wealth Management 1994 - 1997
Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Asset Management, Insurance, Strategic Planning, Business Strategy, Marketing Strategy, New Business Development, Asset Managment, Financial Planners, Investment Advisory, Securities, Certified Financial..., Credit, Business Development, Strategic Financial..., Employee Benefits, Retail Banking, Financial Advisory, Financial Services, Portfolio Management, Investment Strategies
Education
University of Manitoba 1988 — 1993
B. Comm (Hons), Finance/Marketing
Credential Financial Inc December 2011 - Present
Prosperity ONE Credit Union October 2012 - March 2014
Credential November 2005 - December 2011
AIC Limited December 2003 - November 2005
Portland Investment Counsel Inc. 2003 - 2005
Investors Group Financial Services Inc. 1993 - 2000
Assante Wealth Management 1994 - 1997
Assante Wealth Management 1994 - 1997
Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Asset Management, Insurance, Strategic Planning, Business Strategy, Marketing Strategy, New Business Development, Asset Managment, Financial Planners, Investment Advisory, Securities, Certified Financial..., Credit, Business Development, Strategic Financial..., Employee Benefits, Retail Banking, Financial Advisory, Financial Services, Portfolio Management, Investment Strategies
Education
University of Manitoba 1988 — 1993
B. Comm (Hons), Finance/Marketing
Doug Warkentin's Investors Group Financial Services Inc. Experience June 1992 - October 2009
Job President at Warkentin Group Private Wealth Mgmt.
Industry Financial Services
Experience
Warkentin Group Private Wealth Management February 2012 - Present
Warkentin Group Private Wealth Management April 2012 - Present
Aligned Capital Partners Inc. April 2015 - Present
Wellington West Capital 2009 - 2011
Investors Group Financial Services Inc. June 1992 - October 2009
Skills
Financial Advisory, Financial Planners, High Net Worth..., Risk Management, Financial Analysis, Leadership, Financial Modeling, Finance, Health Insurance, Tax, Certified Financial..., Financial Services, Critical Illness, Financial Planning, Wealth Management..., Wealth, Wealth Accumulation
Education
University of Manitoba
University of Manitoba
Windsor Park Collegiate
Warkentin Group Private Wealth Management February 2012 - Present
Warkentin Group Private Wealth Management April 2012 - Present
Aligned Capital Partners Inc. April 2015 - Present
Wellington West Capital 2009 - 2011
Investors Group Financial Services Inc. June 1992 - October 2009
Skills
Financial Advisory, Financial Planners, High Net Worth..., Risk Management, Financial Analysis, Leadership, Financial Modeling, Finance, Health Insurance, Tax, Certified Financial..., Financial Services, Critical Illness, Financial Planning, Wealth Management..., Wealth, Wealth Accumulation
Education
University of Manitoba
University of Manitoba
Windsor Park Collegiate
Roderick Kingham's Investors Group Financial Services Inc. Experience 2001 - 2004
Job Sales Manager Team Leader
Industry Automotive
Experience
Aon Reed Stenhouse Inc 2007 - 2010
BMO Financial Group 2003 - 2007
Investors Group Financial Services Inc. 2001 - 2004
Skills
Strategic Financial..., Retirement Planning, Investments, Insurance, Wealth Management, Mutual Funds, Risk Management, Investment Strategies, Financial Planners, Investment Advisory, Portfolio Management, Mortgage Lending, Sales, Asset Management, Strategic Planning, Corporate Finance, Banking, Wealth, Sales Management, Retail Banking, General Insurance, Estate Planning, Team Building, Property, Relationship Management, Personal Finance, Customer Service, Credit Analysis, Credit, Retirement, Brokers, Leadership, Cash Management, Coaching, Loans, Credit Risk, Succession Planning, Management, Negotiation, Team Leadership, New Business Development, Marketing Strategy, Financial Services
Education
University of Manitoba 1992 — 2001
Arts
Aon Reed Stenhouse Inc 2007 - 2010
BMO Financial Group 2003 - 2007
Investors Group Financial Services Inc. 2001 - 2004
Skills
Strategic Financial..., Retirement Planning, Investments, Insurance, Wealth Management, Mutual Funds, Risk Management, Investment Strategies, Financial Planners, Investment Advisory, Portfolio Management, Mortgage Lending, Sales, Asset Management, Strategic Planning, Corporate Finance, Banking, Wealth, Sales Management, Retail Banking, General Insurance, Estate Planning, Team Building, Property, Relationship Management, Personal Finance, Customer Service, Credit Analysis, Credit, Retirement, Brokers, Leadership, Cash Management, Coaching, Loans, Credit Risk, Succession Planning, Management, Negotiation, Team Leadership, New Business Development, Marketing Strategy, Financial Services
Education
University of Manitoba 1992 — 2001
Arts
Jimmy Mak's Investors Group Financial Services Inc. Experience January 2008 - Present
Job Consultant at Investors Group Financial Services Inc.
Industry Investment Banking
Experience
Investors Group Financial Services Inc. January 2008 - Present
Viva Magnetic 2006 - 2008
Betta Product Int'l Ltd 2002 - November 2005
Skills
Mutual Funds, Estate Planning, Retirement, Investments, Investment Advisory, Financial Planners, Retirement Planning, Strategic Financial..., Critical Illness, Wealth Management, Portfolio Management, Fixed Annuities, Personal Finance, Disability Insurance, Financial Planning, Insurance, Risk Management, Mortgage Lending
Education
University of Ottawa 1979 — 1982
Bachelor's Degree, Communication and Media Studies
St. Paul Co-educational College
St. Paul Co-educational College
Investors Group Financial Services Inc. January 2008 - Present
Viva Magnetic 2006 - 2008
Betta Product Int'l Ltd 2002 - November 2005
Skills
Mutual Funds, Estate Planning, Retirement, Investments, Investment Advisory, Financial Planners, Retirement Planning, Strategic Financial..., Critical Illness, Wealth Management, Portfolio Management, Fixed Annuities, Personal Finance, Disability Insurance, Financial Planning, Insurance, Risk Management, Mortgage Lending
Education
University of Ottawa 1979 — 1982
Bachelor's Degree, Communication and Media Studies
St. Paul Co-educational College
St. Paul Co-educational College
Paul Leong's Investors Group Financial Services Inc. Experience March 1995 - January 2010
Job Mortgage Broker & Financial Advisor. Mobile 204.791.9944
Industry Financial Services
Experience
Mortgage Intelligence January 2010 - Present
Achieve Your Success (AYS) Financial January 2000 - Present
investors group January 1997 - January 2010
Investors Group Financial Services Inc. March 1995 - January 2010
investors group March 1995 - January 1997
royal bank January 1987 - January 1995
Education
The Institute of Canadian Bankers-Investment Funds
Red River Community College
Business Administration
University of Manitoba 1983 — 1985
B.A., ECONOMICS
University of Manitoba
Bachelor of Arts
Mortgage Intelligence January 2010 - Present
Achieve Your Success (AYS) Financial January 2000 - Present
investors group January 1997 - January 2010
Investors Group Financial Services Inc. March 1995 - January 2010
investors group March 1995 - January 1997
royal bank January 1987 - January 1995
Education
The Institute of Canadian Bankers-Investment Funds
Red River Community College
Business Administration
University of Manitoba 1983 — 1985
B.A., ECONOMICS
University of Manitoba
Bachelor of Arts
Dorota Praski's Investors Group Financial Services Inc. Experience March 2007 - Present
Job Associate Manager Training Delivery at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. March 2007 - Present
Polish Combatants Association Club 13 1998 - Present
Junior Achievement 2007 - 2012
Folklorama 2007 - 2010
MB Association for Rights & Liberties January 2000 - November 2005
Skills
Succession Planning, Strategic Financial..., Coaching, Mutual Funds, Employee Benefits, Leadership Development, Sales Leadership..., Board Development, New Business Development, Leadership, Program Management, Training, Organizational..., Recruiting, Human Resources, Team Building, Retirement Planning, Wealth Management, Team Leadership, Financial Planners, Risk Management, Insurance, Retirement, Wealth, Small Business, Disability Insurance, Financial Services, Pensions, Personal Finance, Financial Planning
Education
Leadership Winnipeg 2011 — 2012
Certificate
University of Manitoba 1998 — 1999
Certificate, Human Resource Management
University of Manitoba 1997 — 1998
Certificate, Adult and Continuing Education
Daniel McIntyre Collegiate Institute 1983 — 1986
Diploma
Investors Group Financial Services Inc. March 2007 - Present
Polish Combatants Association Club 13 1998 - Present
Junior Achievement 2007 - 2012
Folklorama 2007 - 2010
MB Association for Rights & Liberties January 2000 - November 2005
Skills
Succession Planning, Strategic Financial..., Coaching, Mutual Funds, Employee Benefits, Leadership Development, Sales Leadership..., Board Development, New Business Development, Leadership, Program Management, Training, Organizational..., Recruiting, Human Resources, Team Building, Retirement Planning, Wealth Management, Team Leadership, Financial Planners, Risk Management, Insurance, Retirement, Wealth, Small Business, Disability Insurance, Financial Services, Pensions, Personal Finance, Financial Planning
Education
Leadership Winnipeg 2011 — 2012
Certificate
University of Manitoba 1998 — 1999
Certificate, Human Resource Management
University of Manitoba 1997 — 1998
Certificate, Adult and Continuing Education
Daniel McIntyre Collegiate Institute 1983 — 1986
Diploma
Renata Dennis's Investors Group Financial Services Inc. Experience August 2012 - Present
Job Senior VicePresident, Distribution Services
Industry Financial Services
Experience
Investors Group January 2014 - Present
Investors Group Financial Services Inc. August 2012 - Present
Investors Group June 2005 - July 2012
Education
University of Manitoba 2002 — 2008
MBA
Investors Group January 2014 - Present
Investors Group Financial Services Inc. August 2012 - Present
Investors Group June 2005 - July 2012
Education
University of Manitoba 2002 — 2008
MBA
Gilles Taillefer's Investors Group Financial Services Inc. Experience June 2006 - November 2007
Job Customer Service Manager at Manitoba eHealth Winnipeg Regional Health Authority
Industry Hospital & Health Care
Experience
Manitoba eHealth - Winnipeg Regional Health Authority April 2012 - Present
Manitoba eHealth - Winnipeg Regional Health Authority February 2008 - April 2012
Manitoba eHealth - Winnipeg Regional Health Authority January 2007 - February 2008
Investors Group Financial Services Inc. June 2006 - November 2007
Kelly's Music and Computers February 2003 - June 2005
Mauritius Sugar Industry Research Institute August 2002 - February 2003
IBM Canada Ltd. June 2001 - July 2002
Momentum Healthware May 2001 - June 2001
Government of Canada May 2000 - August 2000
Skills
ITIL, Incident Management, IT Service Management, Change Management, Disaster Recovery, HL7, IT Strategy, Business Analysis, Service Desk, Leadership, Team Leadership, Healthcare Information..., Process Improvement, Problem Management, Integration, Project Management, Windows Server, Active Directory, Citrix, BMC Remedy, Business Process..., Customer Service..., ITIL v3 Foundations..., Major Incident..., Portfolio Management, IT Service Delivery, ITIL Service Strategy, Service Level Management, Crisis Management, Service Delivery, Cross Functional Team..., Cross-functional Team..., Communication Skills, Crisis Communications, Negotiation, Strategic Planning, Strategic Negotiations, Healthcare, health, Healthcare Information..., Management
Education
Saint Boniface University 1999 — 2001
Excelerated 2 year IT Management diploma, Information Technology, 3.85
University of Manitoba
Manitoba eHealth - Winnipeg Regional Health Authority April 2012 - Present
Manitoba eHealth - Winnipeg Regional Health Authority February 2008 - April 2012
Manitoba eHealth - Winnipeg Regional Health Authority January 2007 - February 2008
Investors Group Financial Services Inc. June 2006 - November 2007
Kelly's Music and Computers February 2003 - June 2005
Mauritius Sugar Industry Research Institute August 2002 - February 2003
IBM Canada Ltd. June 2001 - July 2002
Momentum Healthware May 2001 - June 2001
Government of Canada May 2000 - August 2000
Skills
ITIL, Incident Management, IT Service Management, Change Management, Disaster Recovery, HL7, IT Strategy, Business Analysis, Service Desk, Leadership, Team Leadership, Healthcare Information..., Process Improvement, Problem Management, Integration, Project Management, Windows Server, Active Directory, Citrix, BMC Remedy, Business Process..., Customer Service..., ITIL v3 Foundations..., Major Incident..., Portfolio Management, IT Service Delivery, ITIL Service Strategy, Service Level Management, Crisis Management, Service Delivery, Cross Functional Team..., Cross-functional Team..., Communication Skills, Crisis Communications, Negotiation, Strategic Planning, Strategic Negotiations, Healthcare, health, Healthcare Information..., Management
Education
Saint Boniface University 1999 — 2001
Excelerated 2 year IT Management diploma, Information Technology, 3.85
University of Manitoba
Paul de Graff's Investors Group Financial Services Inc. Experience 1997 - 1999
Job Owner, OMEX Office Maintenance Experts
Industry Facilities Services
Experience
OMEX Office Maintenance Experts 2009 - Present
Monsanto 1999 - 2008
Investors Group Financial Services Inc. 1997 - 1999
Skills
Project Management, Business Analysis, Six Sigma, Process Improvement, Cross-functional Team..., Business Process..., Marketing, Sales Management
Education
University of Manitoba 1992 — 1994
M.B.A.
OMEX Office Maintenance Experts 2009 - Present
Monsanto 1999 - 2008
Investors Group Financial Services Inc. 1997 - 1999
Skills
Project Management, Business Analysis, Six Sigma, Process Improvement, Cross-functional Team..., Business Process..., Marketing, Sales Management
Education
University of Manitoba 1992 — 1994
M.B.A.
Allan Horne's Investors Group Financial Services Inc. Experience 2000 - 2001
Job Lawyer
Industry Legal Services
Experience
Allan W. Horne Law Office January 2013 - Present
Pullan Kammerloch Frohlinger July 2005 - December 2012
Tapper Cuddy July 2003 - July 2005
Aikins MacAulay & Thorvaldson June 2002 - June 2003
Investors Group Financial Services Inc. 2000 - 2001
Prairie Fire Rowing Club 1999 - 2001
Manitoba Rowing Association 1994 - 1995
Winnipeg Rowing Club 1993 - 1995
Skills
Corporate Law, Legal Research, Mergers, Business, Wills, Contract Negotiation, Real Estate Transactions, Legal Advice, Intellectual Property, Commercial Litigation, Legal Writing
Education
University of New Brunswick 1999 — 2002
LLB, Law
University of Manitoba 1992 — 1997
B.SC, Environmental Science
Allan W. Horne Law Office January 2013 - Present
Pullan Kammerloch Frohlinger July 2005 - December 2012
Tapper Cuddy July 2003 - July 2005
Aikins MacAulay & Thorvaldson June 2002 - June 2003
Investors Group Financial Services Inc. 2000 - 2001
Prairie Fire Rowing Club 1999 - 2001
Manitoba Rowing Association 1994 - 1995
Winnipeg Rowing Club 1993 - 1995
Skills
Corporate Law, Legal Research, Mergers, Business, Wills, Contract Negotiation, Real Estate Transactions, Legal Advice, Intellectual Property, Commercial Litigation, Legal Writing
Education
University of New Brunswick 1999 — 2002
LLB, Law
University of Manitoba 1992 — 1997
B.SC, Environmental Science
Al Hilton's Investors Group Financial Services Inc. Experience
Job Senior Financial Consultant at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc.
Skills
Wealth Management, Retirement, Retirement Planning, Strategic Financial...
Education
University of Manitoba 1971 — 1977
Bachelor of Commerce (B.Com.)
Investors Group Financial Services Inc.
Skills
Wealth Management, Retirement, Retirement Planning, Strategic Financial...
Education
University of Manitoba 1971 — 1977
Bachelor of Commerce (B.Com.)
Janet Sinclair's Investors Group Financial Services Inc. Experience January 2011 - December 2014
Job Director,Operations Services at Investors Group
Industry Financial Services
Experience
Investors Group January 2015 - Present
Investors Group Financial Services Inc. January 2011 - December 2014
Celero Solutions June 2000 - October 2010
Skills
Operations Management, Change Management, Vendor Management, Business Process..., Integration, Management, IT Strategy, Business Process, Team Leadership, Strategic Planning, Client Relations, Client Services, Customer Relations
Education
University of Manitoba 1981 — 1985
Bachelor of Human Ecology, Family Finance & Business Admin
Investors Group January 2015 - Present
Investors Group Financial Services Inc. January 2011 - December 2014
Celero Solutions June 2000 - October 2010
Skills
Operations Management, Change Management, Vendor Management, Business Process..., Integration, Management, IT Strategy, Business Process, Team Leadership, Strategic Planning, Client Relations, Client Services, Customer Relations
Education
University of Manitoba 1981 — 1985
Bachelor of Human Ecology, Family Finance & Business Admin
Harley Struth's Investors Group Financial Services Inc. Experience December 1999 - January 2010
Job Chief Financial Officer
Industry Civil Engineering
Experience
Lawson Consulting & Surveying Ltd. August 2011 - Present
ASHAM January 2012 - July 2014
Investors Group Financial Services Inc. December 1999 - January 2010
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Financial Planners, Investment Strategies, Retirement, Wealth, Investments, Estate Planning, Investment Advisory, Asset Allocation, Asset Management, Pensions, Financial Advisory, Wealth Accumulation, Employee Benefits, Wealth Management..., Insurance, Small Business, Financial Services, Disability Insurance, Life Insurance, Portfolio Management, Financial Planning, Social Media, Event Management
Education
University of Manitoba 1994 — 1999
Bachelor of Arts, Psychology, Geography, Economics, Philosophy
Lawson Consulting & Surveying Ltd. August 2011 - Present
ASHAM January 2012 - July 2014
Investors Group Financial Services Inc. December 1999 - January 2010
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Financial Planners, Investment Strategies, Retirement, Wealth, Investments, Estate Planning, Investment Advisory, Asset Allocation, Asset Management, Pensions, Financial Advisory, Wealth Accumulation, Employee Benefits, Wealth Management..., Insurance, Small Business, Financial Services, Disability Insurance, Life Insurance, Portfolio Management, Financial Planning, Social Media, Event Management
Education
University of Manitoba 1994 — 1999
Bachelor of Arts, Psychology, Geography, Economics, Philosophy
Sandee Bachalo's Investors Group Financial Services Inc. Experience January 2009 - Present
Job AVP, Benefits & Payroll at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. January 2009 - Present
Investors Group Financial Services Inc. September 2005 - December 2008
Investors Group Financial Services Inc. January 2004 - September 2005
Skills
Actuarial, Pensions, Retirement, Insurance, Group Benefits, Employee Benefits, Benefits, Disability Insurance, Defined Benefit, Options, Retirement Planning, Payroll, Benefits Administration, Actuarial Science, Critical Illness
Education
University of Manitoba 1987 — 1991
Bachelor of Commerce (Honours), Actuarial Mathematics
Investors Group Financial Services Inc. January 2009 - Present
Investors Group Financial Services Inc. September 2005 - December 2008
Investors Group Financial Services Inc. January 2004 - September 2005
Skills
Actuarial, Pensions, Retirement, Insurance, Group Benefits, Employee Benefits, Benefits, Disability Insurance, Defined Benefit, Options, Retirement Planning, Payroll, Benefits Administration, Actuarial Science, Critical Illness
Education
University of Manitoba 1987 — 1991
Bachelor of Commerce (Honours), Actuarial Mathematics
Jeff Zarn's Investors Group Financial Services Inc. Experience July 2006 - Present
Job Asst. Vice President, Planning & Analysis at Investors Group Financial Services Inc.
Industry Financial Services
Experience
Investors Group Financial Services Inc. July 2006 - Present
Loewen July 2003 - July 2006
Skills
Forecasting, Business Strategy, Process Improvement, Risk Management, Finance, Business Analysis, Financial Analysis, Financial Modeling, Strategic Planning, Strategic Financial...
Education
University of Manitoba 1988 — 1993
Bachelor of Commerce (Hons), Finance
Investors Group Financial Services Inc. July 2006 - Present
Loewen July 2003 - July 2006
Skills
Forecasting, Business Strategy, Process Improvement, Risk Management, Finance, Business Analysis, Financial Analysis, Financial Modeling, Strategic Planning, Strategic Financial...
Education
University of Manitoba 1988 — 1993
Bachelor of Commerce (Hons), Finance