MacDougall, MacDougall & MacTier Inc.
Industry: Company
DescriptionFounded: 1849 Parent organization: Raymond James Ltd Subsidiary: MacDougall, MacDougall & MacTier, Inc., Asset Management Arm
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MacDougall, MacDougall & MacTier Inc. Employees
Employee
Years
Job
Industry
Heather Spence Heather Spence's MacDougall, MacDougall & MacTier Inc. Experience January 2009 - January 2011
Job
Industry Financial Services
Experience
Royal Bank - RBC Estate and Trust Services February 2013 - Present
Scotiatrust January 2011 - January 2013
MacDougall, MacDougall & MacTier Inc. January 2009 - January 2011
RSM Richter September 1990 - January 2009
Skills
Estate Administration, Personal Income Tax..., Trust Taxation, Microsoft Office, Tax prep, Efiling, Tax, Tax Preparation, Financial Accounting, International Tax, Corporate Tax, Tax Accounting
Education
Concordia University
Bachelor of Commerce, Accounting
Canadian Securities Institute
MTI Designation in progress
Royal Bank - RBC Estate and Trust Services February 2013 - Present
Scotiatrust January 2011 - January 2013
MacDougall, MacDougall & MacTier Inc. January 2009 - January 2011
RSM Richter September 1990 - January 2009
Skills
Estate Administration, Personal Income Tax..., Trust Taxation, Microsoft Office, Tax prep, Efiling, Tax, Tax Preparation, Financial Accounting, International Tax, Corporate Tax, Tax Accounting
Education
Concordia University
Bachelor of Commerce, Accounting
Canadian Securities Institute
MTI Designation in progress
Evan Hallward Evan Hallward's MacDougall, MacDougall & MacTier Inc. Experience May 2013 - August 2013
Job Inside Sales Account Manager
Industry Information Technology and Services
Experience
Softchoice August 2015 - Present
RBC June 2014 - July 2015
Dalhousie University January 2014 - May 2014
Labatt Breweries of Canada March 2013 - December 2013
MacDougall, MacDougall & MacTier Inc. May 2013 - August 2013
Dalhousie Career Services Center March 2012 - March 2013
Skills
Marketing, Promotions, Human Relationship, Public Speaking, Social Networking, Social Media Marketing, Mobile Technology, Microsoft Technologies, Financial Accounting, Public Policy, Nonprofits, Event Planning, Teamwork, Sales, Leadership, Event Management, Facebook, Social Media, Time Management
Education
Dalhousie University 2010 — 2014
Bachelor of Management, Entrepreneurship/Entrepreneurial Studies
Bishop's College School 2006 — 2010
Grades 9 to 12
Softchoice August 2015 - Present
RBC June 2014 - July 2015
Dalhousie University January 2014 - May 2014
Labatt Breweries of Canada March 2013 - December 2013
MacDougall, MacDougall & MacTier Inc. May 2013 - August 2013
Dalhousie Career Services Center March 2012 - March 2013
Skills
Marketing, Promotions, Human Relationship, Public Speaking, Social Networking, Social Media Marketing, Mobile Technology, Microsoft Technologies, Financial Accounting, Public Policy, Nonprofits, Event Planning, Teamwork, Sales, Leadership, Event Management, Facebook, Social Media, Time Management
Education
Dalhousie University 2010 — 2014
Bachelor of Management, Entrepreneurship/Entrepreneurial Studies
Bishop's College School 2006 — 2010
Grades 9 to 12
Neela White, FMA, FCSI, CIWM, CIM, CPCA Neela White, FMA, FCSI, CIWM, CIM, CPCA's MacDougall, MacDougall & MacTier Inc. Experience January 2013 - Present
Job The Rennie White Group, Portfolio Manager and Insurance Advisor, Certified Professional Consultant on Aging at 3Macs
Industry Financial Services
Experience
MacDougall, MacDougall & MacTier Inc. January 2013 - Present
Burgeonvest Bick Securities Limited August 2008 - January 2013
MacDougall, MacDougall & MacTier October 2001 - September 2003
Altus Securities Limited October 1998 - August 2001
Skills
Investments, Insurance, Retirement Planning, Financial Services, Wealth Management, Portfolio Management, Strategy, Customer Service
Education
McMaster University 1992 — 1993
BA, Gerontology
University of Western Ontario 1988 — 1992
Bachelor of Arts, Psychology and French
Canadian Securites Institute
FMA, FCSI,CIWM, CIM
Thistletown Collegiate Institute
Thistletown Collegiate Institute
MacDougall, MacDougall & MacTier Inc. January 2013 - Present
Burgeonvest Bick Securities Limited August 2008 - January 2013
MacDougall, MacDougall & MacTier October 2001 - September 2003
Altus Securities Limited October 1998 - August 2001
Skills
Investments, Insurance, Retirement Planning, Financial Services, Wealth Management, Portfolio Management, Strategy, Customer Service
Education
McMaster University 1992 — 1993
BA, Gerontology
University of Western Ontario 1988 — 1992
Bachelor of Arts, Psychology and French
Canadian Securites Institute
FMA, FCSI,CIWM, CIM
Thistletown Collegiate Institute
Thistletown Collegiate Institute
Charlie Berry CIM® Charlie Berry CIM®'s MacDougall, MacDougall & MacTier Inc. Experience January 2000 - Present
Job Portfolio Manager at MacDougall, MacDougall & MacTier Inc.
Industry Financial Services
Experience
MacDougall, MacDougall & MacTier Inc. January 2000 - Present
Jameson Bank 1995 - 1998
Skills
Investments, Portfolio Management, Wealth Management, Fixed Income, Securities, Equity Research, Asset Allocation, Equities, Financial Analysis, Private Equity, Bloomberg, Asset Management, Investment Strategies, Convertible Bonds, Preferred Stock, Tax Preparation, Trusts, Estate Administration
Education
Dawson College
DEC
MacDougall, MacDougall & MacTier Inc. January 2000 - Present
Jameson Bank 1995 - 1998
Skills
Investments, Portfolio Management, Wealth Management, Fixed Income, Securities, Equity Research, Asset Allocation, Equities, Financial Analysis, Private Equity, Bloomberg, Asset Management, Investment Strategies, Convertible Bonds, Preferred Stock, Tax Preparation, Trusts, Estate Administration
Education
Dawson College
DEC
Dominique Vincent, MBA, CIM's MacDougall, MacDougall & MacTier Inc. Experience 2001 - Present
Job Vice President, Portfolio Manager at MacDougall, MacDougall & MacTier Inc.
Industry Investment Management
Experience
MacDougall, MacDougall & MacTier Inc. 2001 - Present
Concordia International Case Competition 2015 - 2015
Scotia McLeod 1996 - 2001
Quebecor Printing 1994 - 1995
Quebecor inc 1988 - 1993
Chambre des Notaires du Québec 1987 - 1988
Skills
Fundraising, Portfolio Management, Marketing, Securities, ETFs, Equities, Management, Investment Strategies, Investments, Asset Management, Wealth Management
Education
Canadian Securities Institute 1992 — 2013
Portfolio Manager (2006), Continuous Studies in Investments and Securities
Canadian Securities Institute 1998 — 1999
CIM I & CIM II, Investment Management
Concordia University 1993 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
McGill University 1981 — 1984
Bachelor of Arts (BA), languages & Political Sciences
College Jean de Brébeuf 1978 — 1980
DEC
Couvent de Saint-Lambert
MacDougall, MacDougall & MacTier Inc. 2001 - Present
Concordia International Case Competition 2015 - 2015
Scotia McLeod 1996 - 2001
Quebecor Printing 1994 - 1995
Quebecor inc 1988 - 1993
Chambre des Notaires du Québec 1987 - 1988
Skills
Fundraising, Portfolio Management, Marketing, Securities, ETFs, Equities, Management, Investment Strategies, Investments, Asset Management, Wealth Management
Education
Canadian Securities Institute 1992 — 2013
Portfolio Manager (2006), Continuous Studies in Investments and Securities
Canadian Securities Institute 1998 — 1999
CIM I & CIM II, Investment Management
Concordia University 1993 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
McGill University 1981 — 1984
Bachelor of Arts (BA), languages & Political Sciences
College Jean de Brébeuf 1978 — 1980
DEC
Couvent de Saint-Lambert
Stan Melikhanov Stan Melikhanov's MacDougall, MacDougall & MacTier Inc. Experience July 1997 - May 2003
Job Business Intelligence Manager at CBV Collection Services Ltd
Industry Financial Services
Experience
CBV Collection Services Ltd July 2011 - Present
CMLS Financial Ltd. October 2009 - June 2011
CBV Collection Services Ltd July 2003 - October 2009
MacDougall, MacDougall & MacTier Inc. July 1997 - May 2003
Skills
Crystal Reports, ETL, Databases, Microsoft SQL Server, IBM iSeries, Business Objects, SAP BI, Data Warehousing, Web Intelligence, Business Intelligence, IT Management, Software Documentation, Business Objects Data..., DB2, Data Quality, Business Object, OLAP, SAP, Business Intelligence..., Data Integration, Enterprise Software, Dashboard, Data Modeling, Star Schema, Requirements Gathering
Education
SAP Business Objects 2008 — 2009
Couses, Business Objects Enterprise Edge
British Columbia Institute of Technology 2007 — 2008
Couses, Crystal Reports
Delta College 1996 — 1997
Diploma, Computer Programmer
The Polytechnic College 1987 — 1990
Diploma, Telephony / Networking
CBV Collection Services Ltd July 2011 - Present
CMLS Financial Ltd. October 2009 - June 2011
CBV Collection Services Ltd July 2003 - October 2009
MacDougall, MacDougall & MacTier Inc. July 1997 - May 2003
Skills
Crystal Reports, ETL, Databases, Microsoft SQL Server, IBM iSeries, Business Objects, SAP BI, Data Warehousing, Web Intelligence, Business Intelligence, IT Management, Software Documentation, Business Objects Data..., DB2, Data Quality, Business Object, OLAP, SAP, Business Intelligence..., Data Integration, Enterprise Software, Dashboard, Data Modeling, Star Schema, Requirements Gathering
Education
SAP Business Objects 2008 — 2009
Couses, Business Objects Enterprise Edge
British Columbia Institute of Technology 2007 — 2008
Couses, Crystal Reports
Delta College 1996 — 1997
Diploma, Computer Programmer
The Polytechnic College 1987 — 1990
Diploma, Telephony / Networking
Pascalle Tremblay, CHRP Pascalle Tremblay, CHRP's MacDougall, MacDougall & MacTier Inc. Experience January 2010 - August 2012
Job Human Resources Manager
Industry Financial Services
Experience
Groupe financier PEAK PEAK Financial Group August 2012 - Present
MacDougall, MacDougall & MacTier Inc. January 2010 - August 2012
Nadeau and other small companies June 2009 - December 2009
Penson Financial Services June 2007 - February 2009
Penson Financial Services June 2004 - June 2007
Skills
Performance Management, Employee Relations, Coaching, Recruiting, Training, Personnel Management, Organizational..., Talent Acquisition, Succession Planning, Change Management, Talent Management, Human Resources, Leadership Development, HR Policies, Employee Engagement, French, Strategic Planning, Employee Benefits, Mergers & Acquisitions, Leadership, Management, Analysis, Gestion des performances, Relations avec les..., Ressources humaines
Education
Université de Montréal 1993 — 1996
Bachelor, Relations Industrielles
Groupe financier PEAK PEAK Financial Group August 2012 - Present
MacDougall, MacDougall & MacTier Inc. January 2010 - August 2012
Nadeau and other small companies June 2009 - December 2009
Penson Financial Services June 2007 - February 2009
Penson Financial Services June 2004 - June 2007
Skills
Performance Management, Employee Relations, Coaching, Recruiting, Training, Personnel Management, Organizational..., Talent Acquisition, Succession Planning, Change Management, Talent Management, Human Resources, Leadership Development, HR Policies, Employee Engagement, French, Strategic Planning, Employee Benefits, Mergers & Acquisitions, Leadership, Management, Analysis, Gestion des performances, Relations avec les..., Ressources humaines
Education
Université de Montréal 1993 — 1996
Bachelor, Relations Industrielles
Randy Ambrosie Randy Ambrosie's MacDougall, MacDougall & MacTier Inc. Experience October 2012 - Present
Job President and CEO at MacDougall, MacDougall & MacTier Inc.
Industry Financial Services
Experience
MacDougall, MacDougall & MacTier Inc. October 2012 - Present
Accretive 360 Inc. February 2010 - August 2012
AGF Management Limited May 2004 - July 2009
HSBC Securities and HSBC Brokerage 2003 - 2004
CIBC Wood Gundy 2001 - 2002
Merrill Lynch 1998 - 2001
Merrill Lynch Canada 1993 - 2001
Midland Walwyn 1997 - 1999
Skills
Wealth Management, Investments, Asset Managment, Mutual Funds, Investment Strategies, Strategic Financial..., Investment Advisory, Risk Management, Wealth, Alternative Investments, Financial Advisory, Asset Allocation, Asset Management, Bonds, Equities, Financial Planners, Financial Services, Fixed Income, Hedge Funds, High Net Worth..., Investment Management, Leadership, Portfolio Management, Private Equity, Securities, Wealth Management...
Education
University of Manitoba 1980 — 1985
B. Comm, Business
MacDougall, MacDougall & MacTier Inc. October 2012 - Present
Accretive 360 Inc. February 2010 - August 2012
AGF Management Limited May 2004 - July 2009
HSBC Securities and HSBC Brokerage 2003 - 2004
CIBC Wood Gundy 2001 - 2002
Merrill Lynch 1998 - 2001
Merrill Lynch Canada 1993 - 2001
Midland Walwyn 1997 - 1999
Skills
Wealth Management, Investments, Asset Managment, Mutual Funds, Investment Strategies, Strategic Financial..., Investment Advisory, Risk Management, Wealth, Alternative Investments, Financial Advisory, Asset Allocation, Asset Management, Bonds, Equities, Financial Planners, Financial Services, Fixed Income, Hedge Funds, High Net Worth..., Investment Management, Leadership, Portfolio Management, Private Equity, Securities, Wealth Management...
Education
University of Manitoba 1980 — 1985
B. Comm, Business
Robert Mark's MacDougall, MacDougall & MacTier Inc. Experience May 2013 - Present
Job Associate Director of Research at MacDougall, MacDougall & MacTier Inc.
Industry Financial Services
Experience
MacDougall, MacDougall & MacTier Inc. May 2013 - Present
MacDougall, MacDougall & MacTier January 2011 - Present
MacDougall, MacDougall & MacTier January 2011 - Present
MacDougall, MacDougall & MacTier January 2000 - Present
Gordon Capital Corporation May 1994 - September 1994
Skills
Portfolio Management, Investment Strategies, Financial Analysis, Valuation, Bloomberg, Equity Research, Asset Allocation, Derivatives, Trading, Securities, Mutual Funds, French, Capital Markets, Fixed Income, Financial Advisory, Hedge Funds, Financial Modeling, Quantitative Analytics, Equities, Investments, Asset Management, Wealth Management, Options
Education
Queen's University 1991 — 1996
BA Honours, International Relations
Appleby College 1987 — 1991
OSSD Optimates
MacDougall, MacDougall & MacTier Inc. May 2013 - Present
MacDougall, MacDougall & MacTier January 2011 - Present
MacDougall, MacDougall & MacTier January 2011 - Present
MacDougall, MacDougall & MacTier January 2000 - Present
Gordon Capital Corporation May 1994 - September 1994
Skills
Portfolio Management, Investment Strategies, Financial Analysis, Valuation, Bloomberg, Equity Research, Asset Allocation, Derivatives, Trading, Securities, Mutual Funds, French, Capital Markets, Fixed Income, Financial Advisory, Hedge Funds, Financial Modeling, Quantitative Analytics, Equities, Investments, Asset Management, Wealth Management, Options
Education
Queen's University 1991 — 1996
BA Honours, International Relations
Appleby College 1987 — 1991
OSSD Optimates
Robin Birkett's MacDougall, MacDougall & MacTier Inc. Experience June 2007 - August 2009
Job Bank Reconciliation Analyst at MacDougall, MacDougall & MacTier Inc.
Industry Investment Management
Experience
MacDougall, MacDougall & MacTier Inc. June 2007 - August 2009
MacDougall, MacDougall & MacTier Inc. December 2000 - June 2007
MacDougall, MacDougall & MacTier Inc. October 1998 - December 2000
Trenmore Printing 1984 - 1989
Skills
Investments, Bloomberg, Microsoft Excel, Microsoft Word, Financial Analysis, Analysis, Asset Allocation, Business Strategy, Equities, Investment Advisory, Investment Strategies, Marketing, Mutual Funds, Sales Management
Education
McGill University 1987 — 1992
B.A., History
Dawson College 1984 — 1986
DEC, Social Studies
MacDougall, MacDougall & MacTier Inc. June 2007 - August 2009
MacDougall, MacDougall & MacTier Inc. December 2000 - June 2007
MacDougall, MacDougall & MacTier Inc. October 1998 - December 2000
Trenmore Printing 1984 - 1989
Skills
Investments, Bloomberg, Microsoft Excel, Microsoft Word, Financial Analysis, Analysis, Asset Allocation, Business Strategy, Equities, Investment Advisory, Investment Strategies, Marketing, Mutual Funds, Sales Management
Education
McGill University 1987 — 1992
B.A., History
Dawson College 1984 — 1986
DEC, Social Studies
Michael Bowey's MacDougall, MacDougall & MacTier Inc. Experience 2007 - 2008
Job Associate at Brookfield Properties
Industry Commercial Real Estate
Experience
Brookfield Properties November 2013 - Present
Brookfield Properties June 2012 - November 2013
Cushman & Wakefield 2011 - June 2012
MacDougall, MacDougall & MacTier Inc. 2007 - 2008
Nevada Bob's Golf 2005 - 2006
Skills
Investments, Real Estate, Financial Modeling, Business Development, Management, Finance, Sales, Asset Management, Financial Analysis, Valuation
Education
Queen's University 2005 — 2009
BAH, Applied Economics
Selwyn House 1999 — 2004
Brookfield Properties November 2013 - Present
Brookfield Properties June 2012 - November 2013
Cushman & Wakefield 2011 - June 2012
MacDougall, MacDougall & MacTier Inc. 2007 - 2008
Nevada Bob's Golf 2005 - 2006
Skills
Investments, Real Estate, Financial Modeling, Business Development, Management, Finance, Sales, Asset Management, Financial Analysis, Valuation
Education
Queen's University 2005 — 2009
BAH, Applied Economics
Selwyn House 1999 — 2004
Sterling Mawhinney's MacDougall, MacDougall & MacTier Inc. Experience July 2002 - December 2003
Job Marketing & Communications Specialist | Marketing Material Manager at Essilor
Industry Marketing and Advertising
Experience
Essilor September 2012 - Present
Independent Communications Contractor March 2012 - August 2012
Événements sportifs Rooths May 2011 - February 2012
Montreal Juniors Hockey Club May 2010 - April 2011
Q the Feast January 2009 - May 2010
National Bank Financial January 2005 - November 2008
MacDougall, MacDougall & MacTier Inc. (3Macs) February 2004 - December 2004
MacDougall, MacDougall & MacTier Inc. July 2002 - December 2003
Thomson Kernaghan & Co. November 1998 - July 2002
Thomson Kernaghan & Co. January 1991 - November 1998
Skills
Event Management, Public Relations, Marketing Communications, Social Media, Leadership, Event Planning, Sponsorship, Fundraising, Social Networking, Project Management, Key Client Relationships, Sales, Press Releases, Strategic Planning, Program Management, Advertising, Copywriting, Organization, Experiential Events, Presentations, Public Speaking, Sports Marketing, Sports Management, Ice Hockey
Education
Bishop's University 1984 — 1988
Bachelor of Arts (BA), Economics and Business
Saint John High School 1981 — 1984
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Essilor September 2012 - Present
Independent Communications Contractor March 2012 - August 2012
Événements sportifs Rooths May 2011 - February 2012
Montreal Juniors Hockey Club May 2010 - April 2011
Q the Feast January 2009 - May 2010
National Bank Financial January 2005 - November 2008
MacDougall, MacDougall & MacTier Inc. (3Macs) February 2004 - December 2004
MacDougall, MacDougall & MacTier Inc. July 2002 - December 2003
Thomson Kernaghan & Co. November 1998 - July 2002
Thomson Kernaghan & Co. January 1991 - November 1998
Skills
Event Management, Public Relations, Marketing Communications, Social Media, Leadership, Event Planning, Sponsorship, Fundraising, Social Networking, Project Management, Key Client Relationships, Sales, Press Releases, Strategic Planning, Program Management, Advertising, Copywriting, Organization, Experiential Events, Presentations, Public Speaking, Sports Marketing, Sports Management, Ice Hockey
Education
Bishop's University 1984 — 1988
Bachelor of Arts (BA), Economics and Business
Saint John High School 1981 — 1984
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Bassam Kadi, CIM®, FCSI®'s MacDougall, MacDougall & MacTier Inc. Experience 1991 - Present
Job Portfolio Manager at MacDougall, MacDougall & MacTier Inc.
Industry Investment Management
Experience
MacDougall, MacDougall & MacTier Inc. 1991 - Present
McGill University 2010 - 2013
ADIA May 1983 - June 1991
Equitable Life October 1980 - May 1983
Skills
Portfolio Management, Investments, Bloomberg, Asset Management, Investment Strategies, Wealth Management, Finance, Mergers & Acquisitions, Securities, Valuation, Fixed Income, Asset Allocation, Equities, Equity Research, Mutual Funds
Education
Ithaca College 1977 — 1978
Business Administration and Management, General
American University of Beirut 1973 — 1976
Business Administration and Management, General
MacDougall, MacDougall & MacTier Inc. 1991 - Present
McGill University 2010 - 2013
ADIA May 1983 - June 1991
Equitable Life October 1980 - May 1983
Skills
Portfolio Management, Investments, Bloomberg, Asset Management, Investment Strategies, Wealth Management, Finance, Mergers & Acquisitions, Securities, Valuation, Fixed Income, Asset Allocation, Equities, Equity Research, Mutual Funds
Education
Ithaca College 1977 — 1978
Business Administration and Management, General
American University of Beirut 1973 — 1976
Business Administration and Management, General
Deloitte
PwC
Ernst & Young
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Procter & Gamble
KPMG
PricewaterhouseCoopers
EY