Keybase Financial Group
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Keybase Financial Group Employees
Employee
Years
Job
Industry
Satheesh Somalingam Satheesh Somalingam's Keybase Financial Group Experience 2003 - Present
Job Financial Advisor at Keybase Financial Group
Industry Financial Services
Experience
Keybase Financial Group 2003 - Present
Skills
Wealth Management, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Estate Planning, Strategic Financial..., Disability Insurance, Employee Benefits, Asset Allocation, Finance, Retirement Planning, Critical Illness, Financial Advisory, Retirement, Managerial Finance, Investment Strategies
Education
Canadian Securities Institute
Canadian Investment Manager, Financial Planning
Canadian Securities Institute
Fellow of the Canadian Securities Institute, Financial Planning
Canadian Securities Institute
Financial Management Advisor, Financial Planning
Certified General Accountants of Ontario
Certified General Accountant, Accounting
Concordia University 1990 — 1993
Bachelor of Commerce, Accounting
Keybase Financial Group 2003 - Present
Skills
Wealth Management, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Estate Planning, Strategic Financial..., Disability Insurance, Employee Benefits, Asset Allocation, Finance, Retirement Planning, Critical Illness, Financial Advisory, Retirement, Managerial Finance, Investment Strategies
Education
Canadian Securities Institute
Canadian Investment Manager, Financial Planning
Canadian Securities Institute
Fellow of the Canadian Securities Institute, Financial Planning
Canadian Securities Institute
Financial Management Advisor, Financial Planning
Certified General Accountants of Ontario
Certified General Accountant, Accounting
Concordia University 1990 — 1993
Bachelor of Commerce, Accounting
Trina Young Trina Young's Keybase Financial Group Experience 2006 - 2007
Job Accounting Supervisor at Nachurs Alpine Solutions
Industry Farming
Experience
Nachurs Alpine Solutions May 2012 - Present
TA Appliance January 2009 - April 2012
Beavercreek Landscape Construction March 2006 - December 2008
Keybase Financial Group 2006 - 2007
Superior Solution Ltd 2001 - 2005
Skills
Bookkeeping, Problem Solving, Project Coordination, Accounting, Payroll, Financial Reporting, Accounts Payable, General Ledger, Tax, Reconciliation, Accounts Receivable, Cash, Balance, Excel, Journal Entries, Account Reconciliation, Invoicing, Microsoft Office, P, Inventory Management, Income Statement
Education
Conestoga College 1996 — 1999
Business Administration, Management Studies
Nachurs Alpine Solutions May 2012 - Present
TA Appliance January 2009 - April 2012
Beavercreek Landscape Construction March 2006 - December 2008
Keybase Financial Group 2006 - 2007
Superior Solution Ltd 2001 - 2005
Skills
Bookkeeping, Problem Solving, Project Coordination, Accounting, Payroll, Financial Reporting, Accounts Payable, General Ledger, Tax, Reconciliation, Accounts Receivable, Cash, Balance, Excel, Journal Entries, Account Reconciliation, Invoicing, Microsoft Office, P, Inventory Management, Income Statement
Education
Conestoga College 1996 — 1999
Business Administration, Management Studies
Neville Khajotia Neville Khajotia's Keybase Financial Group Experience September 2008 - August 2012
Job Dispatcher at Seaspan ULC
Industry Financial Services
Experience
Seaspan ULC November 2013 - Present
Seaspan Marine Corporation March 2012 - November 2013
Keybase Financial Group September 2008 - August 2012
Capilano Accounting Association April 2010 - December 2011
Capilano University September 2006 - December 2011
Wedge Pizza September 2007 - November 2008
Point to Point Destinations December 2006 - September 2007
Akansha Foundation June 2006 - August 2006
Skills
Customer Service, Accounting, Teamwork, Simply Accounting, Customer Relations, Sales Support, Managerial, Financial Reporting, Hedge Funds, Mutual Funds, Customer Presentations, Wealth Management, Marine Operations, Expediting, Dispatching, Sales Operations, Microsoft Office, Data Analysis, Sage
Education
Capilano University 2007 — 2011
Bachelor of Business Administration, Accounting
IFSE Institute 2009 — 2009
Mutual Fund License, Finance, General
Seaspan ULC November 2013 - Present
Seaspan Marine Corporation March 2012 - November 2013
Keybase Financial Group September 2008 - August 2012
Capilano Accounting Association April 2010 - December 2011
Capilano University September 2006 - December 2011
Wedge Pizza September 2007 - November 2008
Point to Point Destinations December 2006 - September 2007
Akansha Foundation June 2006 - August 2006
Skills
Customer Service, Accounting, Teamwork, Simply Accounting, Customer Relations, Sales Support, Managerial, Financial Reporting, Hedge Funds, Mutual Funds, Customer Presentations, Wealth Management, Marine Operations, Expediting, Dispatching, Sales Operations, Microsoft Office, Data Analysis, Sage
Education
Capilano University 2007 — 2011
Bachelor of Business Administration, Accounting
IFSE Institute 2009 — 2009
Mutual Fund License, Finance, General
Anthony Charest Anthony Charest's Keybase Financial Group Experience December 2007 - June 2009
Job FINANCIAL ADVISOR at PEAK FINANCIAL GROUP
Industry Financial Services
Experience
PEAK FINANCIAL GROUP October 2010 - Present
Desjardins Financial Security June 2009 - October 2010
Keybase Financial Group December 2007 - June 2009
Acadian Seaplants November 2002 - May 2007
Kinecor LP May 2000 - November 2002
Canadian Bearings Ltd. January 1990 - May 2000
Skills
Succession Planning, Wealth Management, Managerial Finance, Financial Planners, Estate Planning, Sales Management, Negotiation, Business Development, Team Building, Sales, Strategy, Investments, Strategic Financial..., Insurance, Team Leadership, P&L Management, Forecasting, Portfolio Management, Small Business, Entrepreneurship, Business Planning, Management, Pricing, Executive Management, Retirement Planning, Mutual Funds, Business Strategy, Marketing, Sales Operations, Project Planning, Analysis, International Sales, Finance, Market Research, Employee Benefits, Leadership, Critical Illness, Strategic Planning, Retirement, Disability Insurance, Budgets, Debt Consolidation, Long Term Care Insurance
Education
University of Leicester 2006 — 2011
Post Graduate Diploma - Business Administration, Finance
PEAK FINANCIAL GROUP October 2010 - Present
Desjardins Financial Security June 2009 - October 2010
Keybase Financial Group December 2007 - June 2009
Acadian Seaplants November 2002 - May 2007
Kinecor LP May 2000 - November 2002
Canadian Bearings Ltd. January 1990 - May 2000
Skills
Succession Planning, Wealth Management, Managerial Finance, Financial Planners, Estate Planning, Sales Management, Negotiation, Business Development, Team Building, Sales, Strategy, Investments, Strategic Financial..., Insurance, Team Leadership, P&L Management, Forecasting, Portfolio Management, Small Business, Entrepreneurship, Business Planning, Management, Pricing, Executive Management, Retirement Planning, Mutual Funds, Business Strategy, Marketing, Sales Operations, Project Planning, Analysis, International Sales, Finance, Market Research, Employee Benefits, Leadership, Critical Illness, Strategic Planning, Retirement, Disability Insurance, Budgets, Debt Consolidation, Long Term Care Insurance
Education
University of Leicester 2006 — 2011
Post Graduate Diploma - Business Administration, Finance
Pushpa Shivanthan Pushpa Shivanthan's Keybase Financial Group Experience September 2011 - Present
Job Manager, Business Processing at Keybase Financial Group
Industry Financial Services
Experience
Keybase Financial Group September 2011 - Present
Dundee Wealth 2004 - 2010
Dundee Wealth June 1996 - October 2004
Skills
Wealth Management, Business Analysis, Mutual Funds, Securities, Investments, Finance, Strategic Financial..., Account Reconciliation, Insurance, Retirement Planning
Education
Australian Computer Society
Diploma in Computing, Computer Concepts, Programming Techniques, System Analysis & Design, Database Management
CSI
Certification in Canadian Securities
Seneca College of Applied Arts and Technology
Diploma in Information Processing, Business Applications, Accounting
Keybase Financial Group September 2011 - Present
Dundee Wealth 2004 - 2010
Dundee Wealth June 1996 - October 2004
Skills
Wealth Management, Business Analysis, Mutual Funds, Securities, Investments, Finance, Strategic Financial..., Account Reconciliation, Insurance, Retirement Planning
Education
Australian Computer Society
Diploma in Computing, Computer Concepts, Programming Techniques, System Analysis & Design, Database Management
CSI
Certification in Canadian Securities
Seneca College of Applied Arts and Technology
Diploma in Information Processing, Business Applications, Accounting
Barbara Chong Barbara Chong's Keybase Financial Group Experience 2000 - Present
Job Financial Advisor, HBA, CPA, CA, CFP, AMP
Industry Financial Services
Experience
Keybase Financial Group 2000 - Present
Mortgage Intelligence 1998 - Present
Brightside Financial Services July 1996 - 2000
Barec Capital Inc. and Renaissance Inc. 1987 - 1998
Ernst & Young 1983 - 1986
Skills
Mortgage Lending
Education
Financial Planning Standards Council 1998 — 1998
CFP
Institute of Chartered Accountants of Ontario 1983 — 1986
CA
Ivey Business School at Western University 1977 — 1981
HBA
Keybase Financial Group 2000 - Present
Mortgage Intelligence 1998 - Present
Brightside Financial Services July 1996 - 2000
Barec Capital Inc. and Renaissance Inc. 1987 - 1998
Ernst & Young 1983 - 1986
Skills
Mortgage Lending
Education
Financial Planning Standards Council 1998 — 1998
CFP
Institute of Chartered Accountants of Ontario 1983 — 1986
CA
Ivey Business School at Western University 1977 — 1981
HBA
Bonnie DeSousa Bonnie DeSousa's Keybase Financial Group Experience June 2005 - Present
Job Assistant/ Marketing at Keybase Financial Group
Industry Financial Services
Experience
Keybase Financial Group June 2005 - Present
Skills
Customer Service, Microsoft Excel, Accounting, Microsoft Office, Teamwork, Outlook, Strategic Planning, PowerPoint, Time Management, Financial Analysis, Team Leadership, Coaching, Mutual Funds, Software Documentation, Financial Planning
Education
EVEREST COLLEGE - NEWMARKET, on 2004 — 2005
OFFICE ASSISTANT
Cambrian College 1989 — 1991
Social Worker Diploma
Keybase Financial Group June 2005 - Present
Skills
Customer Service, Microsoft Excel, Accounting, Microsoft Office, Teamwork, Outlook, Strategic Planning, PowerPoint, Time Management, Financial Analysis, Team Leadership, Coaching, Mutual Funds, Software Documentation, Financial Planning
Education
EVEREST COLLEGE - NEWMARKET, on 2004 — 2005
OFFICE ASSISTANT
Cambrian College 1989 — 1991
Social Worker Diploma
Eric L. Chong Eric L. Chong's Keybase Financial Group Experience December 2000 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
Keybase Financial Group December 2000 - Present
Skills
Financial Planning, Retirement Planning, Critical Illness, Retirement, Wealth Management, Investments, Mutual Funds, Estate Planning, Investment Advisory, Pensions, Portfolio Management, Disability Insurance, Financial Planners, TFSA, Segregated Funds, RESP, RRSP, AAMS, Protection..., Retirement Savings, Wealth Accumulation, Securities, Strategic Financial..., Investment Strategies, Asset Allocation, Financial Advisory
Education
Financial Planning Standards Council 2004 — 2004
CFP
The University of Western Ontario - Richard Ivey School of Business 1980 — 1982
Master of Business Administration (M.B.A.)
The University of Western Ontario 1972 — 1976
Bachelor of Engineering Science
Keybase Financial Group December 2000 - Present
Skills
Financial Planning, Retirement Planning, Critical Illness, Retirement, Wealth Management, Investments, Mutual Funds, Estate Planning, Investment Advisory, Pensions, Portfolio Management, Disability Insurance, Financial Planners, TFSA, Segregated Funds, RESP, RRSP, AAMS, Protection..., Retirement Savings, Wealth Accumulation, Securities, Strategic Financial..., Investment Strategies, Asset Allocation, Financial Advisory
Education
Financial Planning Standards Council 2004 — 2004
CFP
The University of Western Ontario - Richard Ivey School of Business 1980 — 1982
Master of Business Administration (M.B.A.)
The University of Western Ontario 1972 — 1976
Bachelor of Engineering Science
Betty Jo Royce Betty Jo Royce's Keybase Financial Group Experience June 2014 - Present
Job Chief Compliance Officer at Keybase Financial
Industry Financial Services
Experience
Keybase Financial Group June 2014 - Present
Federation of Mutual Fund Dealers August 2011 - Present
Connections Consulting February 2011 - Present
Association of Canadian Compliance Professionals August 2004 - Present
Town Planner Community Calendar (Whitchurch-Stouffville) January 2011 - June 2014
Queensbury Strategies Inc. September 2011 - May 2014
Whitchurch-Stouffville Chamber of Commerce February 2011 - January 2014
York Business Exchange February 2011 - May 2012
East Gwillimbury Chamber of Commerce February 2011 - February 2012
Scucgog Chamber of Commerce February 2011 - February 2012
Skills
Mutual Funds, Financial Services, Securities, Retirement Planning, Financial Planners, Investments, Risk Management, Investment Strategies, Retirement, AML, Analysis, Sales, Personal Finance, Equities, Strategic Financial..., Communication, Investment Management, Relationship Management
Education
Sheridan College
Business, Management, Marketing, and Related Support Services
Keybase Financial Group June 2014 - Present
Federation of Mutual Fund Dealers August 2011 - Present
Connections Consulting February 2011 - Present
Association of Canadian Compliance Professionals August 2004 - Present
Town Planner Community Calendar (Whitchurch-Stouffville) January 2011 - June 2014
Queensbury Strategies Inc. September 2011 - May 2014
Whitchurch-Stouffville Chamber of Commerce February 2011 - January 2014
York Business Exchange February 2011 - May 2012
East Gwillimbury Chamber of Commerce February 2011 - February 2012
Scucgog Chamber of Commerce February 2011 - February 2012
Skills
Mutual Funds, Financial Services, Securities, Retirement Planning, Financial Planners, Investments, Risk Management, Investment Strategies, Retirement, AML, Analysis, Sales, Personal Finance, Equities, Strategic Financial..., Communication, Investment Management, Relationship Management
Education
Sheridan College
Business, Management, Marketing, and Related Support Services
James D. Loo, B.Comm, CFP James D. Loo, B.Comm, CFP's Keybase Financial Group Experience January 2005 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
Keybase Financial Group January 2005 - Present
Dundee Securities January 1998 - January 2005
Skills
Finance, Management, Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Mutual Funds, Investment Advisory, Investments, Estate Planning, Financial Planners, Portfolio Management, Critical Illness
Education
Ryerson University 1998 — 2002
B.Comm
Keybase Financial Group January 2005 - Present
Dundee Securities January 1998 - January 2005
Skills
Finance, Management, Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Mutual Funds, Investment Advisory, Investments, Estate Planning, Financial Planners, Portfolio Management, Critical Illness
Education
Ryerson University 1998 — 2002
B.Comm
Elaine Woodyard's Keybase Financial Group Experience June 2007 - November 2008
Job Insurance Professional
Industry Insurance
Experience
Hub International Sinclair Cockburn May 2013 - Present
Canadian First Financial Centres May 2009 - August 2012
WFG Securities November 2008 - May 2009
Keybase Financial Group June 2007 - November 2008
Meridian Credit Union June 2006 - June 2007
Global Maxfin Investment Inc November 2005 - June 2006
Foresters Securities (Canada) Inc Toronto October 2002 - September 2005
Skills
Compliance, Mutual Funds, AML, Anti Money Laundering, Auditing, Financial Services, Insurance, Internal Audit, Investments, KYC, Management, Risk Management, Wealth Management
Education
2003 George Brown College Toronto
of Applied Arts, Marketing Management; and SciencesToronto Hospitality and Tourism Management
George Brown College
Hub International Sinclair Cockburn May 2013 - Present
Canadian First Financial Centres May 2009 - August 2012
WFG Securities November 2008 - May 2009
Keybase Financial Group June 2007 - November 2008
Meridian Credit Union June 2006 - June 2007
Global Maxfin Investment Inc November 2005 - June 2006
Foresters Securities (Canada) Inc Toronto October 2002 - September 2005
Skills
Compliance, Mutual Funds, AML, Anti Money Laundering, Auditing, Financial Services, Insurance, Internal Audit, Investments, KYC, Management, Risk Management, Wealth Management
Education
2003 George Brown College Toronto
of Applied Arts, Marketing Management; and SciencesToronto Hospitality and Tourism Management
George Brown College
Donald Lofthouse's Keybase Financial Group Experience August 2008 - Present
Job Growing wealth for generations...
Industry Financial Services
Experience
Keybase Financial Group August 2008 - Present
Skills
Financial Planners, Investment Advisory, Wealth Accumulation, Wealth, Finance, Pensions, Portfolio Management, Life Insurance, Financial Advisory, Insurance, Investment Strategies, Financial Planning, Small Business, Retirement Planning, Retirement, Investments, Wealth Management, Mutual Funds
Education
Bishop's University 1972 — 1976
B Sc, Chemisty
Seneca College of Applied Arts and Technology
Certificate, Computer Programming
The Ethical Funds Company
Socially Responsible Investing Certification Program
Keybase Financial Group August 2008 - Present
Skills
Financial Planners, Investment Advisory, Wealth Accumulation, Wealth, Finance, Pensions, Portfolio Management, Life Insurance, Financial Advisory, Insurance, Investment Strategies, Financial Planning, Small Business, Retirement Planning, Retirement, Investments, Wealth Management, Mutual Funds
Education
Bishop's University 1972 — 1976
B Sc, Chemisty
Seneca College of Applied Arts and Technology
Certificate, Computer Programming
The Ethical Funds Company
Socially Responsible Investing Certification Program
Gail Best's Keybase Financial Group Experience April 2009 - January 2013
Job Sales Assistant at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns October 2014 - Present
Canaccord Genuity Wealth Management January 2013 - September 2014
Keybase Financial Group April 2009 - January 2013
DundeeWealth Inc. November 2008 - March 2009
Beacon Securities Limited September 2007 - September 2008
Investment Planning Counsel February 1994 - March 2007
CIBC Mellon January 1992 - February 1994
My Grandmother's Parlour June 1991 - October 1993
Atlantic Trust Company January 1980 - March 1991
Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Banking, Risk Management, Investment Advisory, Retirement, Customer Service, Securities, Finance, Financial Planning
Education
Memorial University of Newfoundland 2014 — 2021
BMO Nesbitt Burns October 2014 - Present
Canaccord Genuity Wealth Management January 2013 - September 2014
Keybase Financial Group April 2009 - January 2013
DundeeWealth Inc. November 2008 - March 2009
Beacon Securities Limited September 2007 - September 2008
Investment Planning Counsel February 1994 - March 2007
CIBC Mellon January 1992 - February 1994
My Grandmother's Parlour June 1991 - October 1993
Atlantic Trust Company January 1980 - March 1991
Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Banking, Risk Management, Investment Advisory, Retirement, Customer Service, Securities, Finance, Financial Planning
Education
Memorial University of Newfoundland 2014 — 2021
James D. Loo, B.Comm, CFP's Keybase Financial Group Experience January 2005 - Present
Job CreditXperts Financial Solutions Inc.
Industry Financial Services
Experience
CreditXperts Financial Solutions Inc. June 2010 - Present
Keybase Financial Group January 2005 - Present
Education
Ryerson University
B.Comm
CreditXperts Financial Solutions Inc. June 2010 - Present
Keybase Financial Group January 2005 - Present
Education
Ryerson University
B.Comm
Patrick Yip's Keybase Financial Group Experience April 1995 - April 1998
Job Senior Project Manager at CIBC
Industry Information Technology and Services
Experience
CIBC June 2014 - Present
IBM Canada - Air Canada July 2013 - Present
IBM Canada - Ministry of Finance March 2012 - July 2013
IBM Canada - Securities Industry Services February 2009 - March 2012
IBM Canada - Government of Alberta October 2008 - January 2009
IBM Canada - Securities Industry Services January 2007 - September 2008
IBM Canada - Global Business Services April 1998 - January 2007
Keybase Financial Group April 1995 - April 1998
Skills
Program Management, Certified Project..., Financial Markets, PMO, Business Analysis, ITIL, SDLC, Business Transformation, Disaster Recovery, Software Development, Project Management, Solution Architecture, Integration, Requirements Analysis, Project Portfolio..., IT Strategy, Software Project...
Education
Acadia University 1988 — 1991
Bachelors, Computer Science; Data Processing
CIBC June 2014 - Present
IBM Canada - Air Canada July 2013 - Present
IBM Canada - Ministry of Finance March 2012 - July 2013
IBM Canada - Securities Industry Services February 2009 - March 2012
IBM Canada - Government of Alberta October 2008 - January 2009
IBM Canada - Securities Industry Services January 2007 - September 2008
IBM Canada - Global Business Services April 1998 - January 2007
Keybase Financial Group April 1995 - April 1998
Skills
Program Management, Certified Project..., Financial Markets, PMO, Business Analysis, ITIL, SDLC, Business Transformation, Disaster Recovery, Software Development, Project Management, Solution Architecture, Integration, Requirements Analysis, Project Portfolio..., IT Strategy, Software Project...
Education
Acadia University 1988 — 1991
Bachelors, Computer Science; Data Processing