Laurentian Bank Securities
Industry: Company
DescriptionFounded: 1991 Parent organization: Laurentian Bank of Canada Subsidiaries: Laurentian Bank Securities, Inc., Research Division, Laurentian Capital (Usa) Inc.
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Laurentian Bank Securities Employees
Employee
Years
Job
Industry
Anna Linardakis Anna Linardakis's Laurentian Bank Securities Experience 1997 - 2002
Job Senior Manager, Global Trade Finance at TD Securities
Industry Banking
Experience
TD Securities November 2014 - Present
TD Securities 2009 - 2014
TD Securities 2005 - 2009
TD Securities 2003 - 2005
Laurentian Bank Securities 1997 - 2002
Skills
Leadership, People Development, Performance Management, Team Building, Business Process..., Banking, SWIFT payments, International..., Trade Finance, Global Operations, Operations Management, Customer Service, Business Analysis, Project Coordination, Procedure Manuals, User Acceptance Testing, Financial Accounting, General Ledger, Operational Excellence, Operational Risk..., AML, KYC, Compliance, Disaster Recovery, Business Continuity..., Credit, Retail Banking, Risk Management, Portfolio Management, Credit Risk, Financial Services, Management, Financial Risk, Process Improvement
Education
McGill University
Diploma, Applied Management
McGill University
Bachelor, Honours Economics
TD Securities November 2014 - Present
TD Securities 2009 - 2014
TD Securities 2005 - 2009
TD Securities 2003 - 2005
Laurentian Bank Securities 1997 - 2002
Skills
Leadership, People Development, Performance Management, Team Building, Business Process..., Banking, SWIFT payments, International..., Trade Finance, Global Operations, Operations Management, Customer Service, Business Analysis, Project Coordination, Procedure Manuals, User Acceptance Testing, Financial Accounting, General Ledger, Operational Excellence, Operational Risk..., AML, KYC, Compliance, Disaster Recovery, Business Continuity..., Credit, Retail Banking, Risk Management, Portfolio Management, Credit Risk, Financial Services, Management, Financial Risk, Process Improvement
Education
McGill University
Diploma, Applied Management
McGill University
Bachelor, Honours Economics
Dominic D'Aoust, M.Sc. GPC Dominic D'Aoust, M.Sc. GPC's Laurentian Bank Securities Experience July 2013 - Present
Job Director, Structured Products chez Laurentian Bank Securities
Industry Banking
Experience
Laurentian Bank Securities July 2013 - Present
Valeurs mobilières Desjardins January 2005 - July 2013
Skills
Structured Products, Structured Finance, Portfolio Management, ETFs, Mutual Funds, Hedge Funds, Closed-end Funds, Legal Documents, Asset Management, Investments, Equities, Fixed Income, Investissements..., Gestion de portefeuille, Marché financier, Produits structurés
Education
2003 — 2007
M.Sc., Économie-finance
2000 — 2003
B.Sc., Économie-finance
Laurentian Bank Securities July 2013 - Present
Valeurs mobilières Desjardins January 2005 - July 2013
Skills
Structured Products, Structured Finance, Portfolio Management, ETFs, Mutual Funds, Hedge Funds, Closed-end Funds, Legal Documents, Asset Management, Investments, Equities, Fixed Income, Investissements..., Gestion de portefeuille, Marché financier, Produits structurés
Education
2003 — 2007
M.Sc., Économie-finance
2000 — 2003
B.Sc., Économie-finance
Amapola Gaspard Amapola Gaspard's Laurentian Bank Securities Experience August 2007 - July 2008
Job Currently seeking opportunities
Industry Financial Services
Experience
GE January 2009 - September 2012
Laurentian Bank Securities August 2007 - July 2008
Bank of Nova Scotia June 2006 - June 2007
RBC Royal Bank May 2000 - June 2006
Skills
Management, Sales, Public Relations, Credit Analysis, Portfolio Management, Risk Management, Credit, Credit Risk, Loans, Underwriting, Finance, Negotiation, Banking, Retail Banking, Credit Cards, Relationship Management, Consumer Lending, Financial Analysis, Financial Risk, Mortgage Lending, Team Management, Team Leadership
Education
McGill University 2013 — 2014
Master of Business Administration (MBA), Executive Development Course, Mini Mba
ICB 2004 — 2007
Mutual Funds License
Concordia University 2001 — 2004
Masters, Philosophy
Concordia University 1996 — 2000
BA, Political Science
GE January 2009 - September 2012
Laurentian Bank Securities August 2007 - July 2008
Bank of Nova Scotia June 2006 - June 2007
RBC Royal Bank May 2000 - June 2006
Skills
Management, Sales, Public Relations, Credit Analysis, Portfolio Management, Risk Management, Credit, Credit Risk, Loans, Underwriting, Finance, Negotiation, Banking, Retail Banking, Credit Cards, Relationship Management, Consumer Lending, Financial Analysis, Financial Risk, Mortgage Lending, Team Management, Team Leadership
Education
McGill University 2013 — 2014
Master of Business Administration (MBA), Executive Development Course, Mini Mba
ICB 2004 — 2007
Mutual Funds License
Concordia University 2001 — 2004
Masters, Philosophy
Concordia University 1996 — 2000
BA, Political Science
Frédéric Beausoleil, CFA Frédéric Beausoleil, CFA's Laurentian Bank Securities Experience July 2011 - November 2014
Job Vice President, Investment Banking at Desjardins Securities
Industry Capital Markets
Experience
Desjardins Securities November 2014 - Present
Laurentian Bank Securities July 2011 - November 2014
Laurentian Bank Securities December 2008 - June 2011
Laurentian Bank Securities May 2007 - December 2008
MaisonBrison October 2006 - April 2007
National Bank Financial April 2003 - May 2006
RBC Capital Markets March 2002 - April 2003
Merrill Lynch & Co June 1999 - February 2002
Skills
Equity Research, Capital Markets, Financial Modeling, Investor Relations, Equities, Equity Trading, Long Distance Running, Financial Analysis, Financial Markets, Equity Valuation, Securities, Trading, Investment Banking, Finance
Education
HEC Montréal 1995 — 1998
BBA, Finance
Jean-de-brebeuf
Desjardins Securities November 2014 - Present
Laurentian Bank Securities July 2011 - November 2014
Laurentian Bank Securities December 2008 - June 2011
Laurentian Bank Securities May 2007 - December 2008
MaisonBrison October 2006 - April 2007
National Bank Financial April 2003 - May 2006
RBC Capital Markets March 2002 - April 2003
Merrill Lynch & Co June 1999 - February 2002
Skills
Equity Research, Capital Markets, Financial Modeling, Investor Relations, Equities, Equity Trading, Long Distance Running, Financial Analysis, Financial Markets, Equity Valuation, Securities, Trading, Investment Banking, Finance
Education
HEC Montréal 1995 — 1998
BBA, Finance
Jean-de-brebeuf
Tommy Labbe, CPA, CA Tommy Labbe, CPA, CA's Laurentian Bank Securities Experience January 2011 - August 2011
Job Financial Analyst at TELUS
Industry Accounting
Experience
TELUS February 2014 - Present
TELUS August 2012 - February 2014
Bombardier Aerospace January 2012 - April 2012
Laurentian Bank Securities January 2011 - August 2011
RBC May 2010 - August 2010
Skills
French, Microsoft Excel, Forecasting, Budgets, PowerPoint, Teamwork, Microsoft Office, Financial Analysis, Financial Reporting, Finance, Team Building, Excel, Word, Team Leadership, Problem Solving, Salesforce.com, Marketing Research, Financial Accounting, Customer Service, Sales, SAP, SAP BW, Data Analysis, Hyperion EPM, Hyperion Planning, Hyperion Reports
Education
McGill University 2012 — 2013
Graduate Diploma in Public Accountancy, Accounting
McGill University 2008 — 2012
Bachelor of Commerce (BCom), Double Major: Finance & Accounting, Graduated with Distinction
TELUS February 2014 - Present
TELUS August 2012 - February 2014
Bombardier Aerospace January 2012 - April 2012
Laurentian Bank Securities January 2011 - August 2011
RBC May 2010 - August 2010
Skills
French, Microsoft Excel, Forecasting, Budgets, PowerPoint, Teamwork, Microsoft Office, Financial Analysis, Financial Reporting, Finance, Team Building, Excel, Word, Team Leadership, Problem Solving, Salesforce.com, Marketing Research, Financial Accounting, Customer Service, Sales, SAP, SAP BW, Data Analysis, Hyperion EPM, Hyperion Planning, Hyperion Reports
Education
McGill University 2012 — 2013
Graduate Diploma in Public Accountancy, Accounting
McGill University 2008 — 2012
Bachelor of Commerce (BCom), Double Major: Finance & Accounting, Graduated with Distinction
Patty Greco Patty Greco's Laurentian Bank Securities Experience April 2014 - July 2015
Job System Analyst at National Bank of Canada
Industry Financial Services
Experience
National Bank of Canada August 2015 - Present
Laurentian Bank Securities April 2014 - July 2015
Tactico Inc. February 2014 - April 2014
Penson Financial Services Canada August 2012 - January 2013
Penson Financial Services October 2011 - August 2012
Penson Financial Services May 2007 - October 2011
Penson Financial Services January 2006 - May 2007
Penson Financial Services May 2005 - January 2006
Penson Financial Services July 2002 - May 2005
Skills
Client Services, Implementation Services, Team Management, Queries, Microsoft Excel, Financial Services, Securities, Equities, Trading, Financial Markets, Analysis, Back Office, Business Analysis, Mutual Funds, Market Data, Visio, Bonds, Electronic Trading, Leadership, Investments, FX Options, Settlement
Education
McGill University 1998 — 2002
BA, Art History
National Bank of Canada August 2015 - Present
Laurentian Bank Securities April 2014 - July 2015
Tactico Inc. February 2014 - April 2014
Penson Financial Services Canada August 2012 - January 2013
Penson Financial Services October 2011 - August 2012
Penson Financial Services May 2007 - October 2011
Penson Financial Services January 2006 - May 2007
Penson Financial Services May 2005 - January 2006
Penson Financial Services July 2002 - May 2005
Skills
Client Services, Implementation Services, Team Management, Queries, Microsoft Excel, Financial Services, Securities, Equities, Trading, Financial Markets, Analysis, Back Office, Business Analysis, Mutual Funds, Market Data, Visio, Bonds, Electronic Trading, Leadership, Investments, FX Options, Settlement
Education
McGill University 1998 — 2002
BA, Art History
David Hinchey David Hinchey's Laurentian Bank Securities Experience 2009 - 2010
Job Senior Vice President, Strategic Development at GDI Integrated Facility Services
Industry Facilities Services
Experience
GDI Integrated Facility Services 2014 - Present
Milton Capital Partners Limited 2010 - 2014
Laurentian Bank Securities 2009 - 2010
Dundee Securities Corp 2000 - 2008
Skills
Investments, Capital Markets, Valuation, Investment Banking, Equities
Education
McGill University 1997 — 1999
MBA, Finance
CFA Institute
CFA
GDI Integrated Facility Services 2014 - Present
Milton Capital Partners Limited 2010 - 2014
Laurentian Bank Securities 2009 - 2010
Dundee Securities Corp 2000 - 2008
Skills
Investments, Capital Markets, Valuation, Investment Banking, Equities
Education
McGill University 1997 — 1999
MBA, Finance
CFA Institute
CFA
Han Tran Han Tran's Laurentian Bank Securities Experience January 2010 - Present
Job Service Delivery Manager chez NBCN
Industry Financial Services
Experience
NBCN December 2014 - Present
Laurentian Bank Securities January 2010 - Present
Penson Financial Services July 2007 - December 2009
Laurentian Bank Securities May 2003 - July 2007
Desjardins February 1999 - May 2003
Skills
Equities, Investments, Capital Markets, Portfolio Management, Financial Markets, Securities, Fixed Income, Mutual Funds, Wealth Management, Options, Derivatives, Trading, Asset Management, Trading Systems, Electronic Trading, Risk Management, Financial Modeling, Relationship Management, Custodial Services
Education
NBCN December 2014 - Present
Laurentian Bank Securities January 2010 - Present
Penson Financial Services July 2007 - December 2009
Laurentian Bank Securities May 2003 - July 2007
Desjardins February 1999 - May 2003
Skills
Equities, Investments, Capital Markets, Portfolio Management, Financial Markets, Securities, Fixed Income, Mutual Funds, Wealth Management, Options, Derivatives, Trading, Asset Management, Trading Systems, Electronic Trading, Risk Management, Financial Modeling, Relationship Management, Custodial Services
Education
Stephen Bertone MSc Stephen Bertone MSc's Laurentian Bank Securities Experience July 2011 - May 2013
Job at
Industry Telecommunications
Experience
TELUS May 2013 - Present
Laurentian Bank Securities July 2011 - May 2013
Imperial Tobacco Ltée June 2009 - August 2009
HSBC November 2008 - February 2009
Imperial Tobacco Ltée May 2007 - May 2008
Ultramar July 2005 - April 2008
Skills
Equities, Accounting, Investment Strategies, Bloomberg, Equity Research, Fixed Income, Mutual Funds, Financial Modeling, SAP, Investments, Corporate Finance, Asset Allocation
Education
Concordia University 2009 — 2011
MSc, Finance
Concordia University 2005 — 2008
BCOMM, Honors Finance
CFA Institute
Level 3 Completed
TELUS May 2013 - Present
Laurentian Bank Securities July 2011 - May 2013
Imperial Tobacco Ltée June 2009 - August 2009
HSBC November 2008 - February 2009
Imperial Tobacco Ltée May 2007 - May 2008
Ultramar July 2005 - April 2008
Skills
Equities, Accounting, Investment Strategies, Bloomberg, Equity Research, Fixed Income, Mutual Funds, Financial Modeling, SAP, Investments, Corporate Finance, Asset Allocation
Education
Concordia University 2009 — 2011
MSc, Finance
Concordia University 2005 — 2008
BCOMM, Honors Finance
CFA Institute
Level 3 Completed
Benoit Martineau Benoit Martineau's Laurentian Bank Securities Experience May 2009 - Present
Job VP and Bond Trader
Industry Capital Markets
Experience
Laurentian Bank Securities May 2009 - Present
Penson Financial Services November 2005 - April 2009
Desjardins March 2003 - November 2005
CIBC World Markets 1997 - 2002
Skills
Fixed Income, Capital Markets, Bloomberg, Trading, Financial Markets, Bonds, Securities, Investments, Trading Systems, Electronic Trading
Education
Université de Montréal - HEC Montréal 1992 — 1997
Master of Science (M.Sc.) Finance
Laurentian Bank Securities May 2009 - Present
Penson Financial Services November 2005 - April 2009
Desjardins March 2003 - November 2005
CIBC World Markets 1997 - 2002
Skills
Fixed Income, Capital Markets, Bloomberg, Trading, Financial Markets, Bonds, Securities, Investments, Trading Systems, Electronic Trading
Education
Université de Montréal - HEC Montréal 1992 — 1997
Master of Science (M.Sc.) Finance
Nigel Kettle Nigel Kettle's Laurentian Bank Securities Experience March 2003 - October 2004
Job Wealth & Philanthropy Advisor
Industry Investment Management
Experience
Kettle Wealth Management Ltd. December 2008 - Present
ScotiaMcLeod November 2004 - October 2008
Laurentian Bank Securities March 2003 - October 2004
RBC Capital Markets January 1997 - February 2003
Scotia Capital September 1991 - January 1997
CIBC June 1986 - August 1991
Skills
Investment Strategies, Wealth Management, Retirement, Pensions, Bonds
Education
Carleton University 1978 — 1982
Bachelor of Commerce, Honours, Finance & Accounting
Kettle Wealth Management Ltd. December 2008 - Present
ScotiaMcLeod November 2004 - October 2008
Laurentian Bank Securities March 2003 - October 2004
RBC Capital Markets January 1997 - February 2003
Scotia Capital September 1991 - January 1997
CIBC June 1986 - August 1991
Skills
Investment Strategies, Wealth Management, Retirement, Pensions, Bonds
Education
Carleton University 1978 — 1982
Bachelor of Commerce, Honours, Finance & Accounting
Jean-Francois Morneau Jean-Francois Morneau's Laurentian Bank Securities Experience October 1998 - Present
Job Analyste Opérations boursières chez VMBL
Industry Financial Services
Experience
Laurentian Bank Securities October 1998 - Present
Courtage Escompte Banque Nationale October 1997 - October 1998
Education
Université de Montréal / University of Montreal
Laurentian Bank Securities October 1998 - Present
Courtage Escompte Banque Nationale October 1997 - October 1998
Education
Université de Montréal / University of Montreal
Mindy Mayman Mindy Mayman's Laurentian Bank Securities Experience 1997 - May 2006
Job Partner at Richter Family Office
Industry Financial Services
Experience
Richter Family Office July 2006 - Present
Laurentian Bank Securities 1997 - May 2006
Whalen, Beliveau & Associes July 1994 - 1997
Skills
Portfolio Management, Wealth Management, Financial Planning, Strategic Financial..., Risk Management, Equities, Securities
Education
Concordia University 1990 — 1994
B.A., Economics
College Jean-de-Brebeuf 1988 — 1990
DEC, Health Sciences
Richter Family Office July 2006 - Present
Laurentian Bank Securities 1997 - May 2006
Whalen, Beliveau & Associes July 1994 - 1997
Skills
Portfolio Management, Wealth Management, Financial Planning, Strategic Financial..., Risk Management, Equities, Securities
Education
Concordia University 1990 — 1994
B.A., Economics
College Jean-de-Brebeuf 1988 — 1990
DEC, Health Sciences
Pierre Lapointe Pierre Lapointe's Laurentian Bank Securities Experience April 1997 - June 2002
Job Head, Global Strategy & Research at Pavilion Global Markets (formerly Brockhouse Cooper)
Industry Capital Markets
Experience
Pavilion Global Markets (formerly Brockhouse Cooper) February 2010 - Present
National Bank Financial June 2002 - February 2010
Laurentian Bank Securities April 1997 - June 2002
Tassé & Associates January 1995 - April 1997
Skills
R, Investment Strategies, Global Asset Allocation, Global Macro, Tactical Asset...
Education
Université de Montréal - HEC Montréal 1991 — 1994
BAA, Finance
Pavilion Global Markets (formerly Brockhouse Cooper) February 2010 - Present
National Bank Financial June 2002 - February 2010
Laurentian Bank Securities April 1997 - June 2002
Tassé & Associates January 1995 - April 1997
Skills
R, Investment Strategies, Global Asset Allocation, Global Macro, Tactical Asset...
Education
Université de Montréal - HEC Montréal 1991 — 1994
BAA, Finance
Maxime Bourgoing, Jr. Eng. Maxime Bourgoing, Jr. Eng.'s Laurentian Bank Securities Experience 2014 - Present
Job Analyst Investment Banking at Laurentian Bank Securities
Industry Financial Services
Experience
Laurentian Bank Securities 2014 - Present
@McGill Engineering Investment Group May 2013 - Present
WhiteHaven Securities Inc. 2013 - February 2014
McGill University May 2011 - June 2013
@McGill Engineering Investment Group December 2012 - April 2013
McGill University August 2009 - April 2013
McGill Engineering Investment Group August 2012 - December 2012
Skills
Excel, Microsoft Office, Research, English, Equities, Investments, Negotiation, Capital Markets, Market Research, Team Management, Microsoft Excel, Project Management, French
Education
McGill University 2009 — 2013
BEng, Mechanical Engineering
Canadian Securities Institute 2012 — 2012
Canadian Securities Course, Finance and Financial Management Services
Collège André-Grasset 2007 — 2009
DEC, Pure and Applied Sciences
IFSE Institute
Officer's, Partner's and Director's Course, Finance and Financial Management Services
College Saint-Sacrement
College Saint-Sacrement
Laurentian Bank Securities 2014 - Present
@McGill Engineering Investment Group May 2013 - Present
WhiteHaven Securities Inc. 2013 - February 2014
McGill University May 2011 - June 2013
@McGill Engineering Investment Group December 2012 - April 2013
McGill University August 2009 - April 2013
McGill Engineering Investment Group August 2012 - December 2012
Skills
Excel, Microsoft Office, Research, English, Equities, Investments, Negotiation, Capital Markets, Market Research, Team Management, Microsoft Excel, Project Management, French
Education
McGill University 2009 — 2013
BEng, Mechanical Engineering
Canadian Securities Institute 2012 — 2012
Canadian Securities Course, Finance and Financial Management Services
Collège André-Grasset 2007 — 2009
DEC, Pure and Applied Sciences
IFSE Institute
Officer's, Partner's and Director's Course, Finance and Financial Management Services
College Saint-Sacrement
College Saint-Sacrement
Leslie Paul Farkas Leslie Paul Farkas's Laurentian Bank Securities Experience 2004 - 2005
Job Director of Marketing at Grand Estates Auction
Industry Marketing and Advertising
Experience
Grand Estates Auction February 2009 - Present
Self employed 2005 - 2009
Laurentian Bank Securities 2004 - 2005
Aclon Finance 2002 - 2002
Wolfecapital 1999 - 2002
BMO Nesbitt Burns 1997 - 1999
Bourse de Montréal 1997 - 1999
TD Bank 1992 - 1996
Skills
Portfolio Management, FX, Hedge Funds, Bonds, Brokerage, Real Estate Transactions, Real Estate Economics, Real Estate, Market Research, Marketing Management, Property, FX Options, Finance, Capital Markets, Investments, Luxury, Trading, Asset Management, Marketing, Financial Markets, Foreign Exchange, Options, Venture Capital, Investment Properties, Bloomberg, Valuation, Financial Modeling, Selling, Funding, Real Estate Development, Alternative Investments, Referrals, Emerging Markets, Contract Negotiation, Private Equity, Investment Strategies, Residential Homes, Equities, Sellers, Financial Structuring, Property Management, Commodity, Sales, Management, Negotiation, Marketing Strategy
Education
HEC Montréal 1988 — 1991
Bachelors Business Administration, Finance
Université de Montréal 1986 — 1987
minor, economics
Grand Estates Auction February 2009 - Present
Self employed 2005 - 2009
Laurentian Bank Securities 2004 - 2005
Aclon Finance 2002 - 2002
Wolfecapital 1999 - 2002
BMO Nesbitt Burns 1997 - 1999
Bourse de Montréal 1997 - 1999
TD Bank 1992 - 1996
Skills
Portfolio Management, FX, Hedge Funds, Bonds, Brokerage, Real Estate Transactions, Real Estate Economics, Real Estate, Market Research, Marketing Management, Property, FX Options, Finance, Capital Markets, Investments, Luxury, Trading, Asset Management, Marketing, Financial Markets, Foreign Exchange, Options, Venture Capital, Investment Properties, Bloomberg, Valuation, Financial Modeling, Selling, Funding, Real Estate Development, Alternative Investments, Referrals, Emerging Markets, Contract Negotiation, Private Equity, Investment Strategies, Residential Homes, Equities, Sellers, Financial Structuring, Property Management, Commodity, Sales, Management, Negotiation, Marketing Strategy
Education
HEC Montréal 1988 — 1991
Bachelors Business Administration, Finance
Université de Montréal 1986 — 1987
minor, economics
Mona Nazir Mona Nazir's Laurentian Bank Securities Experience July 2013 - Present
Job Infrastructure + Transportation Analyst at Laurentian Bank Securities
Industry Banking
Experience
Laurentian Bank Securities July 2013 - Present
Fraser Mackenzie February 2011 - May 2013
Clarus Securities March 2007 - September 2009
London Offshore Consultants 2004 - 2004
Industry Canada 2003 - 2003
Resolute Forest Products 2003 - 2003
Education
University of Toronto - Rotman School of Management
MBA
IE (Instituto de Empresa)
IMBA
Hogeschool voor Economische Studies Amsterdam (HES)
Memorial University of Newfoundland
Commerce (Cooperative)
Laurentian Bank Securities July 2013 - Present
Fraser Mackenzie February 2011 - May 2013
Clarus Securities March 2007 - September 2009
London Offshore Consultants 2004 - 2004
Industry Canada 2003 - 2003
Resolute Forest Products 2003 - 2003
Education
University of Toronto - Rotman School of Management
MBA
IE (Instituto de Empresa)
IMBA
Hogeschool voor Economische Studies Amsterdam (HES)
Memorial University of Newfoundland
Commerce (Cooperative)
Benoit Caron Benoit Caron's Laurentian Bank Securities Experience 1998 - 2000
Job On sabbatical
Industry Financial Services
Experience
Sabbatical June 2012 - Present
Eterna Investment Management June 2011 - June 2012
National Bank of Canada November 2007 - November 2010
Canaccord Capital May 2003 - October 2007
Montrusco Bolton August 2000 - May 2003
Laurentian Bank Securities 1998 - 2000
Tassé & Associés 1996 - 1998
Skills
Equity Research, Equities, Derivatives, Finance, Macroeconomics, Portfolio Management, Investments, Financial Modeling, Capital Markets, Econometrics, Asset Management, Hedge Funds, Fixed Income, Financial Markets, Financial Analysis, Investment Banking, Bloomberg, Valuation, Wealth Management, Trading, Corporate Finance
Education
Université du Québec à Montréal 2000 — 2003
M.Sc., Applied Finance
UQAM 1991 — 1994
B.Sc., Economics
Sabbatical June 2012 - Present
Eterna Investment Management June 2011 - June 2012
National Bank of Canada November 2007 - November 2010
Canaccord Capital May 2003 - October 2007
Montrusco Bolton August 2000 - May 2003
Laurentian Bank Securities 1998 - 2000
Tassé & Associés 1996 - 1998
Skills
Equity Research, Equities, Derivatives, Finance, Macroeconomics, Portfolio Management, Investments, Financial Modeling, Capital Markets, Econometrics, Asset Management, Hedge Funds, Fixed Income, Financial Markets, Financial Analysis, Investment Banking, Bloomberg, Valuation, Wealth Management, Trading, Corporate Finance
Education
Université du Québec à Montréal 2000 — 2003
M.Sc., Applied Finance
UQAM 1991 — 1994
B.Sc., Economics
Bruce Krugel Bruce Krugel's Laurentian Bank Securities Experience January 2012 - Present
Job Equity Sales Representative at Laurentian Bank Securities
Industry Capital Markets
Experience
Laurentian Bank Securities January 2012 - Present
Industrial Alliance Securities December 2010 - December 2011
Fraser Mackenzie March 2008 - December 2010
Blackmont Capital 2005 - 2007
Research Capital Corp. 2002 - 2004
Paradigm Capital 1997 - 2002
CIBC Wood Gundy 1996 - 1997
Skills
Equity Research, Portfolio Management
Education
University of South Africa/Universiteit van Suid-Afrika
B. Compt Hons, Finance
Laurentian Bank Securities January 2012 - Present
Industrial Alliance Securities December 2010 - December 2011
Fraser Mackenzie March 2008 - December 2010
Blackmont Capital 2005 - 2007
Research Capital Corp. 2002 - 2004
Paradigm Capital 1997 - 2002
CIBC Wood Gundy 1996 - 1997
Skills
Equity Research, Portfolio Management
Education
University of South Africa/Universiteit van Suid-Afrika
B. Compt Hons, Finance
Laila Danechi, MBA Laila Danechi, MBA's Laurentian Bank Securities Experience July 2012 - Present
Job Institutional Equity Sales at Laurentian Bank Securities
Industry Investment Management
Experience
Laurentian Bank Securities July 2012 - Present
Natcan Investment Management August 2011 - April 2012
Montrusco Bolton Investments December 2004 - November 2009
Montrusco Bolton Investments December 2004 - September 2005
Standard Life Investments 2003 - 2004
Skills
Investments, French, Portfolio Management, English, Asset Management, comm, Marketing Communications, Corporate Communications, Financial Markets, Alternative Investments, Trading, Asset Managment, Business Analysis, Business Development, Management Consulting, Asset Allocation, Corporate Finance, Fixed Income, Bonds, Bloomberg, Equities, Analysis, Capital Markets
Education
Université de Montréal - HEC Montréal 2009 — 2010
MBA, Finance - Negotiation - Marketing
CSI institute 2006 — 2006
CSI certification, Finance
Concordia University 2001 — 2004
B.comm, Finance
John Abbott College
Laurentian Bank Securities July 2012 - Present
Natcan Investment Management August 2011 - April 2012
Montrusco Bolton Investments December 2004 - November 2009
Montrusco Bolton Investments December 2004 - September 2005
Standard Life Investments 2003 - 2004
Skills
Investments, French, Portfolio Management, English, Asset Management, comm, Marketing Communications, Corporate Communications, Financial Markets, Alternative Investments, Trading, Asset Managment, Business Analysis, Business Development, Management Consulting, Asset Allocation, Corporate Finance, Fixed Income, Bonds, Bloomberg, Equities, Analysis, Capital Markets
Education
Université de Montréal - HEC Montréal 2009 — 2010
MBA, Finance - Negotiation - Marketing
CSI institute 2006 — 2006
CSI certification, Finance
Concordia University 2001 — 2004
B.comm, Finance
John Abbott College
Bill LaRose Bill LaRose's Laurentian Bank Securities Experience October 1994 - September 1995
Job Mortgage Agent at Invis
Industry Financial Services
Experience
Invis January 1996 - Present
Laurentian Bank Securities October 1994 - September 1995
Education
Laurentian University/Université Laurentienne 1975 — 1977
Invis January 1996 - Present
Laurentian Bank Securities October 1994 - September 1995
Education
Laurentian University/Université Laurentienne 1975 — 1977
Jean Bérard CPA-CA, CFI & Adm.A's Laurentian Bank Securities Experience February 2014 - August 2015
Job Available International Finance, Compliance & Trading specialist, Business Restructuring & Change Management
Industry Management Consulting
Experience
International Finance, Compliance & Trading specialist, Business Restructuring & Change Management January 2009 - Present
Laurentian Capital (USA) March 2015 - August 2015
Laurentian Bank Securities February 2014 - August 2015
Majectic Asset Management December 2012 - January 2014
Institut de l'oeil des Laurentides March 2012 - September 2013
Barreau du Québec January 2012 - June 2012
Sectoral Asset Management January 2010 - January 2011
Stanton Asset Management Inc. April 2009 - December 2009
Fiera Capital Corporation March 2008 - September 2008
Calyon Financial Canada (Toronto) April 2006 - March 2008
Skills
Finance, Trading, Restructuring, Capital Markets, Asset Management, Governance, Financial Markets, Risk Management, Compliance, Portfolio Management, Executive Management, Change Management, Corporate Finance, Restructuration, Securities, Derivatives, Marché des capitaux, Gestion d'actifs, Mutual Funds, Strategy
Education
Université du Québec à Montréal 1987 — 1990
Bachelor's degree, Accounting
APCHQ General Contractor Course - www.apchq.com 1995 — 1996
Association of Certified Forensic Investigators - www.acfi.ca
Certified Forensic Investigator, Financial Forensics and Fraud Investigation
Canadian Securities Institute - www.csi.ca 2000 — 2015
Canadian Securities Industry, Banking, Corporate, Finance, and Securities Law
Derivatives Institute 2000 — 2006
Futures, Options, SAM trading system, Derivatives
FINRA
Series 7, 24 & 63, Investments and Securities
Ordre des Administrateurs Agréés - www.adma.qc.ca
Adm.A, Ethics
Ordre des Comptables Professionnels Agréés - www.cpa-quebec.com
CPA-CA, Accounting
Scuba Diving
DiveMaster, Scuba Diving
Board Member 2000 — 2013
Board Member, Director
International Finance, Compliance & Trading specialist, Business Restructuring & Change Management January 2009 - Present
Laurentian Capital (USA) March 2015 - August 2015
Laurentian Bank Securities February 2014 - August 2015
Majectic Asset Management December 2012 - January 2014
Institut de l'oeil des Laurentides March 2012 - September 2013
Barreau du Québec January 2012 - June 2012
Sectoral Asset Management January 2010 - January 2011
Stanton Asset Management Inc. April 2009 - December 2009
Fiera Capital Corporation March 2008 - September 2008
Calyon Financial Canada (Toronto) April 2006 - March 2008
Skills
Finance, Trading, Restructuring, Capital Markets, Asset Management, Governance, Financial Markets, Risk Management, Compliance, Portfolio Management, Executive Management, Change Management, Corporate Finance, Restructuration, Securities, Derivatives, Marché des capitaux, Gestion d'actifs, Mutual Funds, Strategy
Education
Université du Québec à Montréal 1987 — 1990
Bachelor's degree, Accounting
APCHQ General Contractor Course - www.apchq.com 1995 — 1996
Association of Certified Forensic Investigators - www.acfi.ca
Certified Forensic Investigator, Financial Forensics and Fraud Investigation
Canadian Securities Institute - www.csi.ca 2000 — 2015
Canadian Securities Industry, Banking, Corporate, Finance, and Securities Law
Derivatives Institute 2000 — 2006
Futures, Options, SAM trading system, Derivatives
FINRA
Series 7, 24 & 63, Investments and Securities
Ordre des Administrateurs Agréés - www.adma.qc.ca
Adm.A, Ethics
Ordre des Comptables Professionnels Agréés - www.cpa-quebec.com
CPA-CA, Accounting
Scuba Diving
DiveMaster, Scuba Diving
Board Member 2000 — 2013
Board Member, Director
Ann Levasseur Ann Levasseur's Laurentian Bank Securities Experience February 2007 - Present
Job CIM VP, Investment Advisor at Laurentian Bank Securities
Industry Financial Services
Experience
Laurentian Bank Secuities February 2007 - Present
Laurentian Bank Securities February 2007 - Present
Laurentian Bank Securities January 2012 - Present
RBC Dominion Securities 2001 - 2003
ScotiaMcLeod 1997 - 2002
Skills
Investments, Portfolio Management, Risk Management, Equities, Mutual Funds, Management, Wealth Management
Education
Concordia University
BCom, Finance
Laval Cathloic
Laurentian Bank Secuities February 2007 - Present
Laurentian Bank Securities February 2007 - Present
Laurentian Bank Securities January 2012 - Present
RBC Dominion Securities 2001 - 2003
ScotiaMcLeod 1997 - 2002
Skills
Investments, Portfolio Management, Risk Management, Equities, Mutual Funds, Management, Wealth Management
Education
Concordia University
BCom, Finance
Laval Cathloic
Natalia Cheliapina's Laurentian Bank Securities Experience September 2012 - Present
Job Project Manager
Industry Capital Markets
Experience
Laurentian Bank Securities September 2012 - Present
Ashfield Healthcare Canada May 2010 - June 2012
Buisness Kontact Inc September 2007 - May 2010
Coverdell Canada August 2003 - May 2007
Skills
Project Planning, Project Implementation, Project Coordination, Agile Project Management, Managing Expectations, Stakeholder Management, Budgeting, Public Relations, Public Speaking, Customer Relations, Market Planning, Market Analysis, Direct Marketing, Team Leadership, Team Management, Self Management, Scope Management, Program Management, Loyalty Programs, Risk Management, Inventory Management, Budgets, Sales Management, Sales, Project Management, Leadership, Business Process..., PMP, Business Analysis, Cross-functional Team..., Coaching, Account Management, Management, Strategic Planning, MS Project, Microsoft Project
Education
McGill University 2012 — 2013
Attestation, Comprehensive Project Management
Concordia University 2003 — 2008
Masters, Political Science and Government
Laurentian Bank Securities September 2012 - Present
Ashfield Healthcare Canada May 2010 - June 2012
Buisness Kontact Inc September 2007 - May 2010
Coverdell Canada August 2003 - May 2007
Skills
Project Planning, Project Implementation, Project Coordination, Agile Project Management, Managing Expectations, Stakeholder Management, Budgeting, Public Relations, Public Speaking, Customer Relations, Market Planning, Market Analysis, Direct Marketing, Team Leadership, Team Management, Self Management, Scope Management, Program Management, Loyalty Programs, Risk Management, Inventory Management, Budgets, Sales Management, Sales, Project Management, Leadership, Business Process..., PMP, Business Analysis, Cross-functional Team..., Coaching, Account Management, Management, Strategic Planning, MS Project, Microsoft Project
Education
McGill University 2012 — 2013
Attestation, Comprehensive Project Management
Concordia University 2003 — 2008
Masters, Political Science and Government
Dominic Hurtubise, CFE, CAMS, CIM, FCSI's Laurentian Bank Securities Experience October 2004 - November 2008
Job Senior Advisor and Project Leader, Compliance and AML, Desjardins
Industry Financial Services
Experience
Desjardins May 2014 - Present
ACAMS Montreal Chapter September 2013 - Present
IIROC (Investment Industry Regulatory Organization of Canada) November 2008 - May 2014
Laurentian Bank Securities October 2004 - November 2008
Brokerage firms January 2001 - October 2004
Skills
Compliance, Equities, Investments, Portfolio Management, Asset Management, Options, Derivatives, Risk Management, Securities, Mutual Funds, Fraud, AML
Education
Université de Sherbrooke 2013 — 2016
Maîtrise en administration - concentration en lutte contre la criminalité financière
Desjardins May 2014 - Present
ACAMS Montreal Chapter September 2013 - Present
IIROC (Investment Industry Regulatory Organization of Canada) November 2008 - May 2014
Laurentian Bank Securities October 2004 - November 2008
Brokerage firms January 2001 - October 2004
Skills
Compliance, Equities, Investments, Portfolio Management, Asset Management, Options, Derivatives, Risk Management, Securities, Mutual Funds, Fraud, AML
Education
Université de Sherbrooke 2013 — 2016
Maîtrise en administration - concentration en lutte contre la criminalité financière
Marco Zaino, MBA, FCSI Marco Zaino, MBA, FCSI's Laurentian Bank Securities Experience November 2005 - November 2009
Job Vice President Portfolio Manager and Branch Manager at Dundee Goodman Private Wealth
Industry Financial Services
Experience
Dundee Goodman Private Wealth September 2013 - Present
Cappino Physiotherapy and Wellness Center March 2011 - Present
National Bank Financial November 2011 - September 2013
Wellington West September 2009 - November 2011
PhysioSport Cappadocia January 2008 - February 2011
Laurentian Bank Securities November 2005 - November 2009
iForum Securities October 2001 - October 2005
Skills
Succession Planning, Investments, Strategic Financial..., Wealth Management, Insurance
Education
Canadian Securities Institute 2011 — 2011
Fellow of the Canadian Securities Institute (FCSI), Wealth Management
Queen's University 2009 — 2010
MBA, Strategy
CFA Institute 2006 — 2010
Candidate for the CFA designation, Finance
Canadian Securities Institute 2008 — 2009
Certified Investment Manager (CIM), Portfolio Management
Concordia University 1998 — 2001
BCOMM, Finance
West Island College 1992 — 1996
Dundee Goodman Private Wealth September 2013 - Present
Cappino Physiotherapy and Wellness Center March 2011 - Present
National Bank Financial November 2011 - September 2013
Wellington West September 2009 - November 2011
PhysioSport Cappadocia January 2008 - February 2011
Laurentian Bank Securities November 2005 - November 2009
iForum Securities October 2001 - October 2005
Skills
Succession Planning, Investments, Strategic Financial..., Wealth Management, Insurance
Education
Canadian Securities Institute 2011 — 2011
Fellow of the Canadian Securities Institute (FCSI), Wealth Management
Queen's University 2009 — 2010
MBA, Strategy
CFA Institute 2006 — 2010
Candidate for the CFA designation, Finance
Canadian Securities Institute 2008 — 2009
Certified Investment Manager (CIM), Portfolio Management
Concordia University 1998 — 2001
BCOMM, Finance
West Island College 1992 — 1996
Simon Lussier Simon Lussier's Laurentian Bank Securities Experience May 2006 - February 2012
Job VP at Van Berkom & Associates
Industry Financial Services
Experience
Van Berkom & Associates March 2012 - Present
Laurentian Bank Securities May 2006 - February 2012
Laurentian Bank Securities May 2006 - February 2012
Sprott Securities 1994 - 2006
Cormark Securities Inc 1994 - 2006
Skills
Capital Markets
Education
HEC Montréal 1991 — 1995
MBA, Finance
McGill University 1982 — 1986
B. Comm., Accounting & Entrepreneurship
Van Berkom & Associates March 2012 - Present
Laurentian Bank Securities May 2006 - February 2012
Laurentian Bank Securities May 2006 - February 2012
Sprott Securities 1994 - 2006
Cormark Securities Inc 1994 - 2006
Skills
Capital Markets
Education
HEC Montréal 1991 — 1995
MBA, Finance
McGill University 1982 — 1986
B. Comm., Accounting & Entrepreneurship
Jean Marier's Laurentian Bank Securities Experience June 2010 - August 2015
Job Vice President Business Development, Quebec at Excel Funds Management Inc.
Industry Capital Markets
Experience
Excel Funds Management Inc. September 2015 - Present
Cegep John Abbott College 2009 - Present
Laurentian Bank Securities June 2010 - August 2015
Manulife Financial 2006 - 2010
BMO Financial Group 2000 - 2006
Education
Concordia University
Bachelor of Arts (B.A.), Canadian Studies
Vanier College
Excel Funds Management Inc. September 2015 - Present
Cegep John Abbott College 2009 - Present
Laurentian Bank Securities June 2010 - August 2015
Manulife Financial 2006 - 2010
BMO Financial Group 2000 - 2006
Education
Concordia University
Bachelor of Arts (B.A.), Canadian Studies
Vanier College
Lidia Feyer Marinescu Lidia Feyer Marinescu's Laurentian Bank Securities Experience 2008 - 2008
Job Attorney; Avocate at Fraticelli Provost
Industry Law Practice
Experience
Fraticelli Provost June 2013 - Present
Allali Brault July 2012 - December 2012
Fasken Martineau DuMoulin 2009 - 2009
Laurentian Bank Securities 2008 - 2008
McGill Alumni Association 2006 - 2006
Skills
Legal Writing, Litigation, Corporate Finance, Risk Management, Patents, Legal Research, Contract Negotiation, Microsoft Office, Intellectual Property, Patent Prosecution, Administrative Law, Legal Advice, French, Corporate Law, Courts, Commercial Litigation, Civil Litigation
Education
École du Barreau 2011 — 2012
Graduate Studies, Law
Université de Montréal 2007 — 2011
Bachelor of Laws (LL.B.)
McGill University 2004 — 2007
BCom, International Management
Marianopolis College 2002 — 2004
DEC, Commerce
Collège Stanislas 1997 — 2002
DES
Fraticelli Provost June 2013 - Present
Allali Brault July 2012 - December 2012
Fasken Martineau DuMoulin 2009 - 2009
Laurentian Bank Securities 2008 - 2008
McGill Alumni Association 2006 - 2006
Skills
Legal Writing, Litigation, Corporate Finance, Risk Management, Patents, Legal Research, Contract Negotiation, Microsoft Office, Intellectual Property, Patent Prosecution, Administrative Law, Legal Advice, French, Corporate Law, Courts, Commercial Litigation, Civil Litigation
Education
École du Barreau 2011 — 2012
Graduate Studies, Law
Université de Montréal 2007 — 2011
Bachelor of Laws (LL.B.)
McGill University 2004 — 2007
BCom, International Management
Marianopolis College 2002 — 2004
DEC, Commerce
Collège Stanislas 1997 — 2002
DES
Jonathan Landry, CFA Jonathan Landry, CFA's Laurentian Bank Securities Experience July 2009 - September 2015
Job Expert conseil en investissement (M&A, croissance), gestion et planification stratégique pour les PME
Industry Investment Management
Experience
Groupe GSL / Focus 3P Management / Capital Jovie / Gestion Reper June 2014 - Present
Laurentian Bank Securities July 2009 - September 2015
National Bank Financial January 2008 - July 2009
Desjardins Business Center June 2006 - January 2008
Skills
Capital Markets, Derivatives, Bonds, Investment Strategies, Financial Analysis, Bloomberg, Fixed Income, Financial Markets, Trading, Options, Investments, Finance, Corporate Finance, Management
Education
Université du Québec à Montréal 2001 — 2004
Bachelor's degree, Finance, General
CFA Institute
Groupe GSL / Focus 3P Management / Capital Jovie / Gestion Reper June 2014 - Present
Laurentian Bank Securities July 2009 - September 2015
National Bank Financial January 2008 - July 2009
Desjardins Business Center June 2006 - January 2008
Skills
Capital Markets, Derivatives, Bonds, Investment Strategies, Financial Analysis, Bloomberg, Fixed Income, Financial Markets, Trading, Options, Investments, Finance, Corporate Finance, Management
Education
Université du Québec à Montréal 2001 — 2004
Bachelor's degree, Finance, General
CFA Institute
Joon-Gi Cho's Laurentian Bank Securities Experience December 2011 - May 2012
Job Senior Vice President, Institutional Sales at Global Maxfin Capital Inc.
Industry Capital Markets
Experience
Global Maxfin Capital Inc. May 2015 - June 2015
Mackie Research Capital / NCP Northland Capital Partners May 2012 - September 2013
Laurentian Bank Securities December 2011 - May 2012
Dundee Securities April 2009 - December 2010
BMO Capital Markets November 2008 - April 2009
Industrial Alliance Securities January 2007 - July 2008
Bimcor January 2001 - July 2006
Bimcor January 1997 - January 2001
Skills
Equities, Bloomberg, Equity Valuation, Capital Markets, Equity Research, Investments, Asset Managment, Portfolio Management, Securities, Asset Management, Institutional, Equity Sales, Financial Markets
Education
Concordia University
MBA, Finance
McGill University
B.Comm, Finance and Computer Systems
Global Maxfin Capital Inc. May 2015 - June 2015
Mackie Research Capital / NCP Northland Capital Partners May 2012 - September 2013
Laurentian Bank Securities December 2011 - May 2012
Dundee Securities April 2009 - December 2010
BMO Capital Markets November 2008 - April 2009
Industrial Alliance Securities January 2007 - July 2008
Bimcor January 2001 - July 2006
Bimcor January 1997 - January 2001
Skills
Equities, Bloomberg, Equity Valuation, Capital Markets, Equity Research, Investments, Asset Managment, Portfolio Management, Securities, Asset Management, Institutional, Equity Sales, Financial Markets
Education
Concordia University
MBA, Finance
McGill University
B.Comm, Finance and Computer Systems
J-F Boucher's Laurentian Bank Securities Experience February 2011 - November 2011
Job Insitutional Equity Sales at TD Securities
Industry Capital Markets
Experience
TD Securities March 2014 - Present
National Bank Financial November 2011 - February 2014
Laurentian Bank Securities February 2011 - November 2011
Versant Partners September 2009 - February 2011
TD Newcrest May 2009 - September 2009
TD Newcrest May 2008 - August 2008
Equity Financial Holdings Inc. May 2007 - August 2007
Laurentien Bank of Canada May 2006 - August 2006
Education
Concordia University 2005 — 2009
Economics
Clarkson University 2004 — 2005
Bachelor, Financial analysis
Milton Academy
TD Securities March 2014 - Present
National Bank Financial November 2011 - February 2014
Laurentian Bank Securities February 2011 - November 2011
Versant Partners September 2009 - February 2011
TD Newcrest May 2009 - September 2009
TD Newcrest May 2008 - August 2008
Equity Financial Holdings Inc. May 2007 - August 2007
Laurentien Bank of Canada May 2006 - August 2006
Education
Concordia University 2005 — 2009
Economics
Clarkson University 2004 — 2005
Bachelor, Financial analysis
Milton Academy
Dominique Hamel, CFA's Laurentian Bank Securities Experience 2002 - 2005
Job Portfolio manager at Banque Laurentienne
Industry Banking
Experience
Laurentian bank of Canada 2005 - Present
Laurentian Bank Securities 2002 - 2005
Laurentian Bank 2000 - 2002
Skills
Derivatives, Securities, Portfolio Management, Equities, Financial Analysis, Finance, Bloomberg, Capital Markets, Fixed Income, Financial Markets, Investments
Education
Université de Montréal - HEC Montréal 1997 — 2000
Bachelor of Business Administration (B.B.A.), Finance
Lunds universitet 1998 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
EEI
Laurentian bank of Canada 2005 - Present
Laurentian Bank Securities 2002 - 2005
Laurentian Bank 2000 - 2002
Skills
Derivatives, Securities, Portfolio Management, Equities, Financial Analysis, Finance, Bloomberg, Capital Markets, Fixed Income, Financial Markets, Investments
Education
Université de Montréal - HEC Montréal 1997 — 2000
Bachelor of Business Administration (B.B.A.), Finance
Lunds universitet 1998 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
EEI
Abdeljalil El Moussadek's Laurentian Bank Securities Experience June 2005 - October 2008
Job Risk Specialist at Ontario Securities Commission
Industry Capital Markets
Experience
Ontario Securities Commission March 2013 - Present
Deloitte Canada August 2012 - March 2013
Deloitte August 2010 - August 2012
Deloitte Canada November 2008 - August 2010
Laurentian Bank Securities June 2005 - October 2008
Export Development Canada January 2005 - May 2005
Skills
Risk Management, Financial Modeling, Derivatives
Education
Université du Québec à Montréal 2002 — 2004
Master, Financial Engineering
Ontario Securities Commission March 2013 - Present
Deloitte Canada August 2012 - March 2013
Deloitte August 2010 - August 2012
Deloitte Canada November 2008 - August 2010
Laurentian Bank Securities June 2005 - October 2008
Export Development Canada January 2005 - May 2005
Skills
Risk Management, Financial Modeling, Derivatives
Education
Université du Québec à Montréal 2002 — 2004
Master, Financial Engineering
Kevin Oldham's Laurentian Bank Securities Experience January 1994 - June 1998
Job Assistant Treasurer at Invesco Ltd.
Industry Investment Management
Experience
Invesco July 2011 - Present
Invesco October 2007 - June 2011
Invesco Canada June 1998 - October 2007
Laurentian Bank Securities January 1994 - June 1998
Skills
Investments, Treasury Management, Cash Management, Treasury, Banking, Liquidity Management, Foreign Exchange, Capital Markets, Bloomberg, FX Options, Hedging, Mutual Funds, Finance, Mergers, Cash Flow Forecasting, Funding, Asset Management, Securities
Education
SEC 2012 — 2012
series 99 EXAM
CGA 1994 — 1998
Accounting and Finance
Seneca College of Applied Arts and Technology 1990 — 1994
Acct & Finance, Accounting and Finance
Invesco July 2011 - Present
Invesco October 2007 - June 2011
Invesco Canada June 1998 - October 2007
Laurentian Bank Securities January 1994 - June 1998
Skills
Investments, Treasury Management, Cash Management, Treasury, Banking, Liquidity Management, Foreign Exchange, Capital Markets, Bloomberg, FX Options, Hedging, Mutual Funds, Finance, Mergers, Cash Flow Forecasting, Funding, Asset Management, Securities
Education
SEC 2012 — 2012
series 99 EXAM
CGA 1994 — 1998
Accounting and Finance
Seneca College of Applied Arts and Technology 1990 — 1994
Acct & Finance, Accounting and Finance
pietro hassan geroli's Laurentian Bank Securities Experience March 2003 - March 2007
Job Manager National Bank of Canada
Industry Financial Services
Experience
national bank September 2013 - Present
Desjardins September 2009 - 2012
Laurentian Bank Securities March 2003 - March 2007
Education
Université de Montréal - HEC Montréal
Finance and Financial Management Services
national bank September 2013 - Present
Desjardins September 2009 - 2012
Laurentian Bank Securities March 2003 - March 2007
Education
Université de Montréal - HEC Montréal
Finance and Financial Management Services
Fotini A. Kotsirilos's Laurentian Bank Securities Experience October 2008 - Present
Job Investment Advisor at Laurentian Bank Securities
Industry Investment Management
Experience
Laurentian Bank Securities October 2008 - Present
CIBC Wood Gundy June 1996 - October 2008
Skills
Investment Strategies, Securities, Wealth Management
Education
Concordia University 1987 — 1990
BA
Dawson College 1985 — 1987
D.E.C, Social Sciences
Chomedey Laval High School
Laurentian Bank Securities October 2008 - Present
CIBC Wood Gundy June 1996 - October 2008
Skills
Investment Strategies, Securities, Wealth Management
Education
Concordia University 1987 — 1990
BA
Dawson College 1985 — 1987
D.E.C, Social Sciences
Chomedey Laval High School
Monique St Laurent's Laurentian Bank Securities Experience 1988 - 1990
Job Senior Audit Manager at CIBC, CISA, CRISC
Industry Banking
Experience
CIBC January 2007 - Present
Canada Lands Company CLC Limited December 1999 - March 2006
Laurentian Bank Securities 1988 - 1990
Education
University of New Brunswick 1977 — 1981
BSc., Geology
CIBC January 2007 - Present
Canada Lands Company CLC Limited December 1999 - March 2006
Laurentian Bank Securities 1988 - 1990
Education
University of New Brunswick 1977 — 1981
BSc., Geology
Fadi Tawile's Laurentian Bank Securities Experience January 1997 - August 1997
Job Accounting Manager at IC Companys
Industry Apparel & Fashion
Experience
IC Companys August 1997 - October 2012
IC Companys Canada INC January 2001 - January 2012
CARLI GRY FASHIONS Canada INC January 1997 - January 2001
Carli Gry Canada In. 1998 - 2001
Laurentian Bank Securities January 1997 - August 1997
Skills
Hyperion, Accounting, Budgeting, SAP, Retail, Financial Reporting, Business Planning, Strategic Planning, Account Management, Forecasting, Customer Relations, Business Analysis, Consolidation, Financial Accounting, Payroll, Excel, Negotiation, Financial Analysis, Team Building, Invoicing, Financial Management, Inventory Management, Word, Coaching, Microsoft Office, P&L, PowerPoint, Analysis, New Business Development, Customer Service, ERP, Controlling, Mergers, Wholesale, Treasury Management, Marketing Strategy, Purchasing, Administration, Planning, Process Improvement, Budgets, Microsoft Excel, Microsoft Word, Hyperion Enterprise, Income Statement, Finance, Strategy, Strategic Financial..., Management, Accounts Receivable
Education
Université du Québec à Montréal 1994 — 1997
bacc, Management accounting
Québec University in MontréalD.E.C.Administration
B.A.A, Certified Management Accounting
lycee franco-libanais 1974 — 1987
Sciences Experimentales
Montmorency College
Laval
IC Companys August 1997 - October 2012
IC Companys Canada INC January 2001 - January 2012
CARLI GRY FASHIONS Canada INC January 1997 - January 2001
Carli Gry Canada In. 1998 - 2001
Laurentian Bank Securities January 1997 - August 1997
Skills
Hyperion, Accounting, Budgeting, SAP, Retail, Financial Reporting, Business Planning, Strategic Planning, Account Management, Forecasting, Customer Relations, Business Analysis, Consolidation, Financial Accounting, Payroll, Excel, Negotiation, Financial Analysis, Team Building, Invoicing, Financial Management, Inventory Management, Word, Coaching, Microsoft Office, P&L, PowerPoint, Analysis, New Business Development, Customer Service, ERP, Controlling, Mergers, Wholesale, Treasury Management, Marketing Strategy, Purchasing, Administration, Planning, Process Improvement, Budgets, Microsoft Excel, Microsoft Word, Hyperion Enterprise, Income Statement, Finance, Strategy, Strategic Financial..., Management, Accounts Receivable
Education
Université du Québec à Montréal 1994 — 1997
bacc, Management accounting
Québec University in MontréalD.E.C.Administration
B.A.A, Certified Management Accounting
lycee franco-libanais 1974 — 1987
Sciences Experimentales
Montmorency College
Laval
Jean-Philippe St-Laurent's Laurentian Bank Securities Experience November 2007 - Present
Job Fixed Income Sales at Laurentian Securities
Industry Capital Markets
Experience
Laurentian Bank Securities November 2007 - Present
Skills
Capital Markets, Bonds, Fixed Income, Bloomberg, Trading, Financial Markets, Securities, Asset Management, Equity Research, Hedge Funds, Investment Strategies, Investments
Education
Université du Québec à Montréal 2005 — 2007
Master, Finance
HEC Montréal 2003 — 2005
Bachelor, Business
Laurentian Bank Securities November 2007 - Present
Skills
Capital Markets, Bonds, Fixed Income, Bloomberg, Trading, Financial Markets, Securities, Asset Management, Equity Research, Hedge Funds, Investment Strategies, Investments
Education
Université du Québec à Montréal 2005 — 2007
Master, Finance
HEC Montréal 2003 — 2005
Bachelor, Business
Sonia De Rose's Laurentian Bank Securities Experience March 2000 - February 2003
Job Administrative Director ABR Canada
Industry Hospital & Health Care
Experience
ABR Canada November 2011 - Present
HSBC May 2007 - February 2012
HSBC December 2006 - May 2007
HSBC December 2005 - December 2006
RBC Royal Bank April 2003 - December 2005
Laurentian Bank Securities March 2000 - February 2003
Skills
Credit, Mortgage Lending, Commercial Banking, Loans, Private Banking, Wealth Management, Retail Banking, Investments, Banking, Mutual Funds, FX Options, Financial Analysis, Management, Organization, Team Management, Credit Analysis, Credit Risk, Portfolio Management
Education
Concordia University 1999 — 2002
BAC, FINANCE
Marianopolis College 1993 — 2000
DEC, Commerce
Marianopolis College 1997 — 1999
D.E.C., Commerce
Vincent massey collegiate 1992 — 1997
Diploma of secondary studies
PICAI 1992 — 1995
Diploma with PICAI of Canada, Italian Courses
High school
ABR Canada November 2011 - Present
HSBC May 2007 - February 2012
HSBC December 2006 - May 2007
HSBC December 2005 - December 2006
RBC Royal Bank April 2003 - December 2005
Laurentian Bank Securities March 2000 - February 2003
Skills
Credit, Mortgage Lending, Commercial Banking, Loans, Private Banking, Wealth Management, Retail Banking, Investments, Banking, Mutual Funds, FX Options, Financial Analysis, Management, Organization, Team Management, Credit Analysis, Credit Risk, Portfolio Management
Education
Concordia University 1999 — 2002
BAC, FINANCE
Marianopolis College 1993 — 2000
DEC, Commerce
Marianopolis College 1997 — 1999
D.E.C., Commerce
Vincent massey collegiate 1992 — 1997
Diploma of secondary studies
PICAI 1992 — 1995
Diploma with PICAI of Canada, Italian Courses
High school
Bruno Généreux's Laurentian Bank Securities Experience December 2013 - February 2015
Job
Industry Capital Markets
Experience
Laurentian Bank Securities December 2013 - February 2015
Couche-Tard September 2013 - November 2013
Medici Gestion de Portefeuille Stratégique July 2013 - August 2013
BMO October 2012 - June 2013
BMO April 2012 - October 2012
Décision-Plus September 2009 - April 2012
Skills
Finance, Optimizer, Bloomberg, Financial Modeling, Value Investing, Accounting, Lotus Notes, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Corporate Finance, Economics, Business Valuation, Equity Valuation
Education
Université de Montréal 2013 — 2017
Certificate, Law
École des sciences de la gestion (ESG UQAM) 2010 — 2013
Bachelor's degree, Business Administration
Laurentian Bank Securities December 2013 - February 2015
Couche-Tard September 2013 - November 2013
Medici Gestion de Portefeuille Stratégique July 2013 - August 2013
BMO October 2012 - June 2013
BMO April 2012 - October 2012
Décision-Plus September 2009 - April 2012
Skills
Finance, Optimizer, Bloomberg, Financial Modeling, Value Investing, Accounting, Lotus Notes, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Corporate Finance, Economics, Business Valuation, Equity Valuation
Education
Université de Montréal 2013 — 2017
Certificate, Law
École des sciences de la gestion (ESG UQAM) 2010 — 2013
Bachelor's degree, Business Administration
Yvonne Nevala's Laurentian Bank Securities Experience November 2013 - Present
Job Institutional Equity Trader at Laurentian Bank Securities
Industry Financial Services
Experience
Laurentian Bank Securities November 2013 - Present
Fraser Mackenzie July 2008 - April 2013
MGI Securities February 2006 - June 2008
Octagon Capital January 1997 - February 2006
Skills
Equity Trading, Securities, Capital Markets, Compliance, Investments, Bloomberg, Portfolio Management, Fixed Income, Hedge Funds, Mutual Funds, ETFs, Derivatives, Options, Bonds, Equity Research, Human Resources, HVAC Controls, Weather Forecasting, Omgeo Oasys
Education
Laurentian University/Université Laurentienne 1985 — 1988
Bachelor's degree, Psychology and Political Science
Laurentian Bank Securities November 2013 - Present
Fraser Mackenzie July 2008 - April 2013
MGI Securities February 2006 - June 2008
Octagon Capital January 1997 - February 2006
Skills
Equity Trading, Securities, Capital Markets, Compliance, Investments, Bloomberg, Portfolio Management, Fixed Income, Hedge Funds, Mutual Funds, ETFs, Derivatives, Options, Bonds, Equity Research, Human Resources, HVAC Controls, Weather Forecasting, Omgeo Oasys
Education
Laurentian University/Université Laurentienne 1985 — 1988
Bachelor's degree, Psychology and Political Science
Anne Perron's Laurentian Bank Securities Experience May 2000 - February 2007
Job Senior Coordinator at Altium Wealth Architecture
Industry Financial Services
Experience
Altium Wealth Architecture November 2013 - Present
UBS Bank (Canada) February 2007 - November 2013
Laurentian Bank Securities May 2000 - February 2007
MusiquePlus 1988 - 2000
Skills
Investments
Education
Concordia University 1997 — 2005
Bachelor of Commerce (B.Com.), Finance, General
Concordia University 1982 — 1985
Bachelor of Arts (B.A.), Communication and Media Studies
Altium Wealth Architecture November 2013 - Present
UBS Bank (Canada) February 2007 - November 2013
Laurentian Bank Securities May 2000 - February 2007
MusiquePlus 1988 - 2000
Skills
Investments
Education
Concordia University 1997 — 2005
Bachelor of Commerce (B.Com.), Finance, General
Concordia University 1982 — 1985
Bachelor of Arts (B.A.), Communication and Media Studies
Magini Riccardo's Laurentian Bank Securities Experience 2007 - Present
Job Senior Vice President, Laurentian Bank Securities
Industry Capital Markets
Experience
Laurentian Bank Securities 2007 - Present
Education
McGill University 1983 — 1985
BSci, Biology
Laurentian Bank Securities 2007 - Present
Education
McGill University 1983 — 1985
BSci, Biology
Demitri Prassinos's Laurentian Bank Securities Experience
Job Equity institutional trader at Laurentian Bank Securities
Industry Capital Markets
Experience
Laurentian Bank Securities
Education
École des sciences de la gestion (ESG UQAM)
Laurentian Bank Securities
Education
École des sciences de la gestion (ESG UQAM)
Marc Vanier's Laurentian Bank Securities Experience July 2009 - October 2011
Job Analyste, application et données Gestion de portefeuille chez Croesus Finansoft
Industry Financial Services
Experience
Croesus September 2013 - Present
Lombard Odier Darier Hentsch May 2012 - April 2013
Penson Financial Services January 2012 - May 2012
Laurentian Bank Securities July 2009 - October 2011
RBC Capital Markets April 2006 - June 2009
Laurentian Bank Securities October 2004 - April 2006
National Bank Financial 2002 - 2004
NBCN 2000 - 2002
La Capitale 1998 - 2000
Skills
Options, Derivatives, Back Office, Credit, Risk Management, Equities, Bloomberg, Fixed Income, Microsoft Excel, Securities, Banking, Microsoft Office, Operational Risk, Middle Office, Microsoft Word, Compliance, Customer Relations, Excel, Lotus Notes, Customer Service, Account Reconciliation, OS X, PowerPoint, Windows, Analysis, SQL, ISM, HTML
Education
UQAM 1997 — 2001
BAA, Finance
UQAM 1995 — 1997
Certificate, Accounting
Ahuntsic College 1989 — 1993
DEC, Finance
Croesus September 2013 - Present
Lombard Odier Darier Hentsch May 2012 - April 2013
Penson Financial Services January 2012 - May 2012
Laurentian Bank Securities July 2009 - October 2011
RBC Capital Markets April 2006 - June 2009
Laurentian Bank Securities October 2004 - April 2006
National Bank Financial 2002 - 2004
NBCN 2000 - 2002
La Capitale 1998 - 2000
Skills
Options, Derivatives, Back Office, Credit, Risk Management, Equities, Bloomberg, Fixed Income, Microsoft Excel, Securities, Banking, Microsoft Office, Operational Risk, Middle Office, Microsoft Word, Compliance, Customer Relations, Excel, Lotus Notes, Customer Service, Account Reconciliation, OS X, PowerPoint, Windows, Analysis, SQL, ISM, HTML
Education
UQAM 1997 — 2001
BAA, Finance
UQAM 1995 — 1997
Certificate, Accounting
Ahuntsic College 1989 — 1993
DEC, Finance
Thomas Tweddell's Laurentian Bank Securities Experience January 2014 - Present
Job Institutional Fixed Income Sales at Laurentian Bank Securities
Industry Capital Markets
Experience
Laurentian Bank Securities January 2014 - Present
Laurentian Bank Securities May 2012 - January 2014
National Bank Financial February 2011 - November 2011
National Bank Financial June 2009 - February 2011
National Bank Financial September 2005 - June 2009
Caisse centrale Desjardins February 2004 - September 2005
Skills
Bloomberg, Options, Fixed Income, Government Bonds, High Yield Bonds, Money Market, Microsoft Excel, Structured Products, Interest Rate Swaps, FX Options, Visual Basic, Fincad, Reuters
Education
HEC Montréal 2002 — 2004
Master of Science (MSc), Financial Engineering
McGill University 1999 — 2002
Bachelor of Commerce (B.Com.), Finance
Laurentian Bank Securities January 2014 - Present
Laurentian Bank Securities May 2012 - January 2014
National Bank Financial February 2011 - November 2011
National Bank Financial June 2009 - February 2011
National Bank Financial September 2005 - June 2009
Caisse centrale Desjardins February 2004 - September 2005
Skills
Bloomberg, Options, Fixed Income, Government Bonds, High Yield Bonds, Money Market, Microsoft Excel, Structured Products, Interest Rate Swaps, FX Options, Visual Basic, Fincad, Reuters
Education
HEC Montréal 2002 — 2004
Master of Science (MSc), Financial Engineering
McGill University 1999 — 2002
Bachelor of Commerce (B.Com.), Finance
Barry Calhoun's Laurentian Bank Securities Experience 1999 - 2014
Job Debt Capital Markets Professional with Fixed Income trading and sale expertise
Industry Investment Banking
Experience
Laurentian Bank Securities 1999 - 2014
Midland Walwyn 1996 - 1998
TD Securities April 1989 - 1996
Skills
Debt Capital Markets, Bond Trading, Institutional Sales, Market Analysis, Management, Strategic Planning, Investments, Business Strategy, Finance, Microsoft Excel, Microsoft Office, Fixed Income, Financial Markets, Financial Analysis, Bonds, Trading, Capital Markets
Education
Seneca College of Applied Arts and Technology 1979 — 1982
International Business Diploma, International Business
Laurentian Bank Securities 1999 - 2014
Midland Walwyn 1996 - 1998
TD Securities April 1989 - 1996
Skills
Debt Capital Markets, Bond Trading, Institutional Sales, Market Analysis, Management, Strategic Planning, Investments, Business Strategy, Finance, Microsoft Excel, Microsoft Office, Fixed Income, Financial Markets, Financial Analysis, Bonds, Trading, Capital Markets
Education
Seneca College of Applied Arts and Technology 1979 — 1982
International Business Diploma, International Business
Vincent Perri's Laurentian Bank Securities Experience 2008 - 2012
Job Associate Analyst at Scotiabank Global Banking and Markets
Industry Banking
Experience
Scotiabank Global Banking and Markets 2012 - Present
Laurentian Bank Securities 2008 - 2012
Scotiabank Global Banking and Markets 2004 - 2008
National Bank Financial 2002 - 2004
Office of the Auditor General of Canada 1997 - 2002
Education
CPA Canada
Corporate Finance Program
CFA Institute
CFA
Concordia University
Bachelor's Degree, Major in Accounting and Minor in International Business
McGill University
Diploma in Accountancy
Scotiabank Global Banking and Markets 2012 - Present
Laurentian Bank Securities 2008 - 2012
Scotiabank Global Banking and Markets 2004 - 2008
National Bank Financial 2002 - 2004
Office of the Auditor General of Canada 1997 - 2002
Education
CPA Canada
Corporate Finance Program
CFA Institute
CFA
Concordia University
Bachelor's Degree, Major in Accounting and Minor in International Business
McGill University
Diploma in Accountancy
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY