Mackenzie Financial
Industry: Financial services company
DescriptionMackenzie Investments was founded in 1967 and is one of Canada’s largest investment management firms by assets under management. Mackenzie Investments provides investment advisory and related services for retail and institutional clients. CEO: Barry McInerney (May 6, 2016–) Parent organization: IGM Financial Headquarters: Toronto, Canada Number of employees: 1,000 Subsidiaries: Mackenzie Institutional, Saxon Financial Inc., Locations: Vancouver, Montreal, Calgary
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Mackenzie Financial Employees
Employee
Years
Job
Industry
Chris Yuen, FCSI, DMS Chris Yuen, FCSI, DMS's Mackenzie Financial Experience 2002 - 2006
Job District Vice President at RBC Global Asset Management
Industry Investment Management
Experience
RBC Global Asset Management 2011 - Present
Brandes Investment Partners 2006 - 2011
Mackenzie Financial 2002 - 2006
RBC Dominion Securities 2000 - 2002
Skills
Mutual Funds, Wealth Management, Investment Strategies, Asset Allocation, Investment Advisory, Investments, ETFs, Investment Management, Asset Management, Sales Process, Sales Presentations, Alternative Investments, Separately Managed..., Securities, Retirement Planning
Education
The University of British Columbia
RBC Global Asset Management 2011 - Present
Brandes Investment Partners 2006 - 2011
Mackenzie Financial 2002 - 2006
RBC Dominion Securities 2000 - 2002
Skills
Mutual Funds, Wealth Management, Investment Strategies, Asset Allocation, Investment Advisory, Investments, ETFs, Investment Management, Asset Management, Sales Process, Sales Presentations, Alternative Investments, Separately Managed..., Securities, Retirement Planning
Education
The University of British Columbia
Derek Altimas Derek Altimas's Mackenzie Financial Experience February 2007 - February 2009
Job Vice President, Business Development
Industry Financial Services
Experience
InvestorCOM Inc. November 2013 - Present
Symcor February 2009 - October 2013
Mackenzie Financial February 2007 - February 2009
MRS February 1994 - January 2007
Skills
Recently accredited by..., Financial Services, Process Improvement, Mutual Funds, CRM, New Business Development, Leadership, Asset Management, Business Analysis, Financial Analysis, SDLC, Relationship Management, Management, Change Management, Investments, Finance, Insurance, Sales, Business Strategy, Negotiation, Risk Management, Wealth Management, Customer Service, Analysis, Accreditation, Business Process..., Vendor Management, Project Management, Project Planning, Strategy, Banking, Business Development, Portfolio Management, Regulatory Requirements, SaaS, Executive Management
Education
Concordia University 1985 — 1988
Bachelor of Science (B.Sc.), Mathematics, Engineering
InvestorCOM Inc. November 2013 - Present
Symcor February 2009 - October 2013
Mackenzie Financial February 2007 - February 2009
MRS February 1994 - January 2007
Skills
Recently accredited by..., Financial Services, Process Improvement, Mutual Funds, CRM, New Business Development, Leadership, Asset Management, Business Analysis, Financial Analysis, SDLC, Relationship Management, Management, Change Management, Investments, Finance, Insurance, Sales, Business Strategy, Negotiation, Risk Management, Wealth Management, Customer Service, Analysis, Accreditation, Business Process..., Vendor Management, Project Management, Project Planning, Strategy, Banking, Business Development, Portfolio Management, Regulatory Requirements, SaaS, Executive Management
Education
Concordia University 1985 — 1988
Bachelor of Science (B.Sc.), Mathematics, Engineering
David Lupini David Lupini's Mackenzie Financial Experience 2004 - 2006
Job Director, Product Marketing at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments July 2013 - Present
Dundee Wealth Management June 2011 - July 2013
Hartford Investments/CI Investments January 2009 - July 2011
AGF November 2006 - December 2008
Mackenzie Financial 2004 - 2006
Franklin Templeton Investments 1999 - 2004
Skills
Marketing Communications, Relationship Management, Analytics, Brand Management, Business Analysis, Business Development, Creative Direction, CRM, Investments, Leadership, Management, Marketing Strategy, Marketing, Mutual Funds, Portfolio Management, Product Management, Product Marketing, Sales, Sales Operations, Strategic Planning, Strategy, Team Building, Team Leadership, Wealth Management
Education
Canadian Council of Professional Certification
Certified Professional Manager
Canadian Securities Institute
CSC
Laurentian University/Université Laurentienne
Honours, Bachelor of Commerce
Ryerson University
Marketing Communication
Mackenzie Investments July 2013 - Present
Dundee Wealth Management June 2011 - July 2013
Hartford Investments/CI Investments January 2009 - July 2011
AGF November 2006 - December 2008
Mackenzie Financial 2004 - 2006
Franklin Templeton Investments 1999 - 2004
Skills
Marketing Communications, Relationship Management, Analytics, Brand Management, Business Analysis, Business Development, Creative Direction, CRM, Investments, Leadership, Management, Marketing Strategy, Marketing, Mutual Funds, Portfolio Management, Product Management, Product Marketing, Sales, Sales Operations, Strategic Planning, Strategy, Team Building, Team Leadership, Wealth Management
Education
Canadian Council of Professional Certification
Certified Professional Manager
Canadian Securities Institute
CSC
Laurentian University/Université Laurentienne
Honours, Bachelor of Commerce
Ryerson University
Marketing Communication
Kurtis Larocque's Mackenzie Financial Experience August 2008 - August 2010
Job
Industry Information Technology and Services
Experience
Halogen Software March 2014 - Present
BlackBerry August 2010 - March 2014
Mackenzie Financial August 2008 - August 2010
Dell Canada December 2005 - April 2008
TeleTech October 2000 - October 2005
Sykes January 1998 - September 2000
Skills
BMC Remedy, ITIL, Blackberry, Vendor Management, Technical Support, Incident Management, Troubleshooting, Service Delivery, Call Center, Workforce Management, Microsoft Exchange, Operating Systems, Servers, Active Directory, Computer Hardware, Management, Change Management, Training, VPN, TCP/IP, IT Management, XP, Hardware, Windows Server, Leadership, IT Operations, IT Service Management, Six Sigma, Business Process..., Team Leadership, Quality Assurance, SharePoint, Networking, Outsourcing, Performance Management, Blackberry Enterprise..., Assets Recovery
Education
Fanshawe College 1996 — 1998
Halogen Software March 2014 - Present
BlackBerry August 2010 - March 2014
Mackenzie Financial August 2008 - August 2010
Dell Canada December 2005 - April 2008
TeleTech October 2000 - October 2005
Sykes January 1998 - September 2000
Skills
BMC Remedy, ITIL, Blackberry, Vendor Management, Technical Support, Incident Management, Troubleshooting, Service Delivery, Call Center, Workforce Management, Microsoft Exchange, Operating Systems, Servers, Active Directory, Computer Hardware, Management, Change Management, Training, VPN, TCP/IP, IT Management, XP, Hardware, Windows Server, Leadership, IT Operations, IT Service Management, Six Sigma, Business Process..., Team Leadership, Quality Assurance, SharePoint, Networking, Outsourcing, Performance Management, Blackberry Enterprise..., Assets Recovery
Education
Fanshawe College 1996 — 1998
Geraldine Kehoe, CHRL Geraldine Kehoe, CHRL's Mackenzie Financial Experience 1999 - 2001
Job Director Human Resources at Lug
Industry Retail
Experience
Lug North America April 2015 - Present
MaxPeoplePerform January 2014 - January 2015
Counter Intelligence Merchandising Inc. April 2011 - June 2013
Kumon May 2002 - April 2010
Mackenzie Financial 1999 - 2001
ADP 1994 - 1999
Skills
Employee Engagement, Employee Relations, Talent Management, HRIS, Performance Management, Recruiting, Personnel Management, Employee Training, Employee Benefits, Training, Employment Law, Leadership, Temporary Placement, Management, Human Resources
Education
York University
Honours BA
Sheridan College 1994 — 1996
Diploma, Human Resources
Lug North America April 2015 - Present
MaxPeoplePerform January 2014 - January 2015
Counter Intelligence Merchandising Inc. April 2011 - June 2013
Kumon May 2002 - April 2010
Mackenzie Financial 1999 - 2001
ADP 1994 - 1999
Skills
Employee Engagement, Employee Relations, Talent Management, HRIS, Performance Management, Recruiting, Personnel Management, Employee Training, Employee Benefits, Training, Employment Law, Leadership, Temporary Placement, Management, Human Resources
Education
York University
Honours BA
Sheridan College 1994 — 1996
Diploma, Human Resources
Nick Lindop Nick Lindop's Mackenzie Financial Experience 2005 - 2010
Job Marketing and Graphic Design
Industry Marketing and Advertising
Experience
Lorpen Socks November 2010 - Present
Mackenzie Investments November 2005 - July 2010
Mackenzie Financial 2005 - 2010
Skills
Social Media, Social Media Marketing, Web Design, E-commerce, Web Development, Web Analytics, Graphic Design, Newsletters, HTML, E-commerce SEO, Online Advertising, CSS, PHP, Dreamweaver, Photoshop, Report Writing, Reports, Microsoft Office, MySQL, Mutual Funds, Digital Media, Google Analytics, InDesign, Illustrator, Product Descriptions, Adobe Creative Suite, Marketing, Marketing Strategy
Education
University of Ottawa 2001 — 2005
BA, Psychology & Philosophy
Lorpen Socks November 2010 - Present
Mackenzie Investments November 2005 - July 2010
Mackenzie Financial 2005 - 2010
Skills
Social Media, Social Media Marketing, Web Design, E-commerce, Web Development, Web Analytics, Graphic Design, Newsletters, HTML, E-commerce SEO, Online Advertising, CSS, PHP, Dreamweaver, Photoshop, Report Writing, Reports, Microsoft Office, MySQL, Mutual Funds, Digital Media, Google Analytics, InDesign, Illustrator, Product Descriptions, Adobe Creative Suite, Marketing, Marketing Strategy
Education
University of Ottawa 2001 — 2005
BA, Psychology & Philosophy
Daniel Trunzo MBA CFA LLM Daniel Trunzo MBA CFA LLM's Mackenzie Financial Experience September 2009 - October 2009
Job Director North American Portfolio Management Enterprise Risk Management Moneris Solutions
Industry Financial Services
Experience
Moneris Solutions September 2014 - Present
RBC Royal Bank October 2010 - September 2014
RBC Capital Markets June 2013 - January 2014
RBC Royal Bank October 2009 - October 2010
Mackenzie Financial September 2009 - October 2009
St. Lawrence College 2008 - 2009
The MEARIE Group September 2007 - May 2008
Manulife Financial 2006 - 2007
ADP 2003 - 2005
Skills
Financial Analysis, Risk Management, Capital Markets, Portfolio Management, Banking, Financial Risk, Due Diligence, Finance, Forecasting, Derivatives, Credit Risk, Credit, Financial Services, Financial Modeling, Mutual Funds, Mergers & Acquisitions
Education
York University - Osgoode Hall Law School 2009 — 2013
LL.M., Securities Law
CFA Institute
CFA Charter holder, Investment Management
Concordia University 2005 — 2008
MBA, Finance-Investment Management
Canadian Securities Institute CSI 2005 — 2005
CSC, Capital Markets-Finance
Ryerson University 1998 — 2003
BCOMM, Business Management
Bocconi di Milano
Moneris Solutions September 2014 - Present
RBC Royal Bank October 2010 - September 2014
RBC Capital Markets June 2013 - January 2014
RBC Royal Bank October 2009 - October 2010
Mackenzie Financial September 2009 - October 2009
St. Lawrence College 2008 - 2009
The MEARIE Group September 2007 - May 2008
Manulife Financial 2006 - 2007
ADP 2003 - 2005
Skills
Financial Analysis, Risk Management, Capital Markets, Portfolio Management, Banking, Financial Risk, Due Diligence, Finance, Forecasting, Derivatives, Credit Risk, Credit, Financial Services, Financial Modeling, Mutual Funds, Mergers & Acquisitions
Education
York University - Osgoode Hall Law School 2009 — 2013
LL.M., Securities Law
CFA Institute
CFA Charter holder, Investment Management
Concordia University 2005 — 2008
MBA, Finance-Investment Management
Canadian Securities Institute CSI 2005 — 2005
CSC, Capital Markets-Finance
Ryerson University 1998 — 2003
BCOMM, Business Management
Bocconi di Milano
Sean Pavlidis Sean Pavlidis's Mackenzie Financial Experience July 2010 - August 2010
Job Senior Consultant at LEVEL5 Strategy Group
Industry Management Consulting
Experience
LEVEL5 Strategy Group March 2015 - Present
LEVEL5 Strategy Group June 2013 - March 2015
LEVEL5 Strategy Group June 2012 - May 2013
Queen's School of Business January 2010 - January 2012
Queen's Commerce Masters January 2010 - September 2010
Mackenzie Financial July 2010 - August 2010
Skills
Financial Modeling, Business Strategy, Management Consulting, Strategy, Financial Analysis, Market Research, Data Analysis, Competitive Analysis, Business Analysis, Strategic Planning, Marketing Strategy, Valuation, Leadership, Entrepreneurship, Market Analysis, Teamwork
Education
Queen's University 2008 — 2012
Bachelor of Commerce (B.Com.), Honour Roll All 4 Years
LEVEL5 Strategy Group March 2015 - Present
LEVEL5 Strategy Group June 2013 - March 2015
LEVEL5 Strategy Group June 2012 - May 2013
Queen's School of Business January 2010 - January 2012
Queen's Commerce Masters January 2010 - September 2010
Mackenzie Financial July 2010 - August 2010
Skills
Financial Modeling, Business Strategy, Management Consulting, Strategy, Financial Analysis, Market Research, Data Analysis, Competitive Analysis, Business Analysis, Strategic Planning, Marketing Strategy, Valuation, Leadership, Entrepreneurship, Market Analysis, Teamwork
Education
Queen's University 2008 — 2012
Bachelor of Commerce (B.Com.), Honour Roll All 4 Years
Amar Sen Amar Sen's Mackenzie Financial Experience December 2005 - March 2006
Job Consultant at SMART MELENIUM SOLUTIONS LIMITED CERTIFIED PUBLIC ACCOUNTANT
Industry Accounting
Experience
SMART MELENIUM SOLUTIONS LIMITED March 2015 - Present
Outsourced Professionals Inc. Canada November 2013 - February 2014
Consultant Liberte Natural Foods Inc. Canada August 2013 - January 2014
Biswanath Chakrabarty & Co; Canada August 2012 - August 2013
Liberte Natural Foods Inc January 2010 - August 2012
GO Transit March 2009 - December 2009
Travelex September 2006 - March 2009
State Street July 2006 - September 2006
Mackenzie Financial December 2005 - March 2006
Reliance November 1998 - October 2000
Skills
Financial Reporting, QuickBooks, Outlook, PowerPoint, Preparation, Tax, Consolidation, Financial Statement..., Accounting, Internal Controls, Budget, Auditing, Forecasting, Budgets, Account Reconciliation, Payroll, Accounts Receivable, Financial Analysis, Finance, Accounts Payable, GAAP, Internal Audit, Journal Entries, Business Planning, IFRS
Education
CGA Canada 2002 — 2008
CGA, Accounting and Finance
Institute of Chartered Accountants of India (ICAI) 1978 — 1982
CA, Finance and Accounting
Institute of Cost and Works Accountants of India - ICWAI 1977 — 1980
Cost Accounting, Cost and Management Accounting
University of Calcutta 1974 — 1977
B.Com (Honours.), Commerce
SMART MELENIUM SOLUTIONS LIMITED March 2015 - Present
Outsourced Professionals Inc. Canada November 2013 - February 2014
Consultant Liberte Natural Foods Inc. Canada August 2013 - January 2014
Biswanath Chakrabarty & Co; Canada August 2012 - August 2013
Liberte Natural Foods Inc January 2010 - August 2012
GO Transit March 2009 - December 2009
Travelex September 2006 - March 2009
State Street July 2006 - September 2006
Mackenzie Financial December 2005 - March 2006
Reliance November 1998 - October 2000
Skills
Financial Reporting, QuickBooks, Outlook, PowerPoint, Preparation, Tax, Consolidation, Financial Statement..., Accounting, Internal Controls, Budget, Auditing, Forecasting, Budgets, Account Reconciliation, Payroll, Accounts Receivable, Financial Analysis, Finance, Accounts Payable, GAAP, Internal Audit, Journal Entries, Business Planning, IFRS
Education
CGA Canada 2002 — 2008
CGA, Accounting and Finance
Institute of Chartered Accountants of India (ICAI) 1978 — 1982
CA, Finance and Accounting
Institute of Cost and Works Accountants of India - ICWAI 1977 — 1980
Cost Accounting, Cost and Management Accounting
University of Calcutta 1974 — 1977
B.Com (Honours.), Commerce
Christina Brown Christina Brown's Mackenzie Financial Experience August 1995 - March 2007
Job CoFounder of STEP
Industry Nonprofit Organization Management
Experience
stepInspire.org November 2008 - Present
Mackenzie Financial August 1995 - March 2007
Skills
sales, Sales Management, Marketing Strategy, Special Events, Fundraising, Event Management, Nonprofits, Strategic Partnerships, Strategic Planning, Marketing, Social Media Marketing, Business Development, Strategy, Entrepreneurship, Sales, Marketing Communications, Public Speaking, Event Planning, Leadership
Education
The University of British Columbia 1991 — 1993
BA, Sociology
Canadian Securities Institute
stepInspire.org November 2008 - Present
Mackenzie Financial August 1995 - March 2007
Skills
sales, Sales Management, Marketing Strategy, Special Events, Fundraising, Event Management, Nonprofits, Strategic Partnerships, Strategic Planning, Marketing, Social Media Marketing, Business Development, Strategy, Entrepreneurship, Sales, Marketing Communications, Public Speaking, Event Planning, Leadership
Education
The University of British Columbia 1991 — 1993
BA, Sociology
Canadian Securities Institute
Saima Khokhar's Mackenzie Financial Experience April 2005 - June 2008
Job Freelance Digital Producer
Industry Marketing and Advertising
Experience
OneMethod May 2015 - Present
Havas Worldwide Toronto May 2013 - August 2014
john st. March 2013 - August 2013
Crispin Porter + Bogusky April 2012 - October 2012
TAXI July 2008 - March 2012
Mackenzie Financial April 2005 - June 2008
Skills
Digital Production, Interactive Advertising, Advertising, Online Advertising, Digital Media, Web Project Management, Creative Strategy, Digital Strategy, Concept Development, Mobile Applications, E-commerce, Brand Development, New Media, WordPress, Digital Marketing, Integrated Marketing
Education
Humber College 2002 — 2004
Multimedia Design & Production Technician, New Media
OneMethod May 2015 - Present
Havas Worldwide Toronto May 2013 - August 2014
john st. March 2013 - August 2013
Crispin Porter + Bogusky April 2012 - October 2012
TAXI July 2008 - March 2012
Mackenzie Financial April 2005 - June 2008
Skills
Digital Production, Interactive Advertising, Advertising, Online Advertising, Digital Media, Web Project Management, Creative Strategy, Digital Strategy, Concept Development, Mobile Applications, E-commerce, Brand Development, New Media, WordPress, Digital Marketing, Integrated Marketing
Education
Humber College 2002 — 2004
Multimedia Design & Production Technician, New Media
Yuri Chemolosov's Mackenzie Financial Experience October 2004 - October 2007
Job IT Solutions Architect
Industry Information Technology and Services
Experience
Radialpoint September 2009 - Present
Aeroplan October 2007 - July 2009
Mackenzie Financial October 2004 - October 2007
Hoplo srl January 2001 - September 2004
CAL Spa May 1995 - December 2000
SOKUP November 1992 - May 1995
Skills
Integration, Agile Methodologies, Software Development, System Architecture, Web Services, Web Applications, UML, Software Engineering, Solution Architecture, REST, XML, SOAP, Software Project..., Enterprise Architecture, Software Design, SOA, Scrum, Java Enterprise Edition, Cloud Computing, Tomcat, Subversion, Unix, Architectures, Business Intelligence, Data Science, SaaS, Watson, Endorsements, Drinking Water, Fire Eating
Education
Chernivci National 'Juriy Fedkovyc' University 1989 — 1994
Master's Degree
Radialpoint September 2009 - Present
Aeroplan October 2007 - July 2009
Mackenzie Financial October 2004 - October 2007
Hoplo srl January 2001 - September 2004
CAL Spa May 1995 - December 2000
SOKUP November 1992 - May 1995
Skills
Integration, Agile Methodologies, Software Development, System Architecture, Web Services, Web Applications, UML, Software Engineering, Solution Architecture, REST, XML, SOAP, Software Project..., Enterprise Architecture, Software Design, SOA, Scrum, Java Enterprise Edition, Cloud Computing, Tomcat, Subversion, Unix, Architectures, Business Intelligence, Data Science, SaaS, Watson, Endorsements, Drinking Water, Fire Eating
Education
Chernivci National 'Juriy Fedkovyc' University 1989 — 1994
Master's Degree
Jessie Behan CIM®'s Mackenzie Financial Experience May 2010 - May 2012
Job Director of Strategic Partnerships at Aux Mode Inc.
Industry Entertainment
Experience
Aux Mode Inc. September 2015 - Present
Redwood Asset Management Inc. May 2012 - Present
Mackenzie Financial May 2010 - May 2012
BMO Nesbitt Burns September 2008 - April 2010
Alliance Atlantis October 2007 - December 2007
Quiksilver October 2006 - April 2007
Skills
Microsoft Excel, Trading, Microsoft Word, Sales Presentations, Coaching, QuickBooks, Sports, Acting, Graphics, Guitar, Canadian Securities..., Sales, Asset Allocation, Strategic Financial..., Mutual Funds, Investments, Relationship Management, Asset Managment, Finance, Marketing, Securities, Wealth Management, Investment Advisory, Alternative Investments, Investment Strategies, ETFs, Fixed Income, Portfolio Management, Retirement Planning, Equities, Asset Management, Financial Services, Risk Management, Capital Markets, Separately Managed..., Investment Management, Hedge Funds, Marketing Strategy, Funding, Investor Relations, Bonds, New Business Development, Financial Advisory, Investment Banking, Private Equity, High Net Worth..., Wealth, Financial Markets, Wealth Management..., Bloomberg
Education
CSI Global Education Inc 2013 — 2013
Portfolio Management Techniques-Currently enrolled, Finance, General
CSI Global Education Inc. 2013 — 2013
Investment Management Techniques, Finance, Pass
CSI Global Education 2009 — 2010
Canadian Securities Course, Finance
Second City Training Centre 2009 — 2010
Conservatory Program, Improv and Sketch Comedy
York University 2008 — 2008
Broadcast Journalism, Television and Radio
McGill University 2001 — 2005
Bachelor of Arts (B.A.), Political Science, Business, and Theater Studies
Leaside Highschool 1997 — 1999
Highschool, Political Economy, 11-OAC
Loretto Abbey Highschool 1995 — 1997
Highschool, General Studies, 9 & 10
Blessed Sacrament 1991 — 1994
Elementary School, student
Aux Mode Inc. September 2015 - Present
Redwood Asset Management Inc. May 2012 - Present
Mackenzie Financial May 2010 - May 2012
BMO Nesbitt Burns September 2008 - April 2010
Alliance Atlantis October 2007 - December 2007
Quiksilver October 2006 - April 2007
Skills
Microsoft Excel, Trading, Microsoft Word, Sales Presentations, Coaching, QuickBooks, Sports, Acting, Graphics, Guitar, Canadian Securities..., Sales, Asset Allocation, Strategic Financial..., Mutual Funds, Investments, Relationship Management, Asset Managment, Finance, Marketing, Securities, Wealth Management, Investment Advisory, Alternative Investments, Investment Strategies, ETFs, Fixed Income, Portfolio Management, Retirement Planning, Equities, Asset Management, Financial Services, Risk Management, Capital Markets, Separately Managed..., Investment Management, Hedge Funds, Marketing Strategy, Funding, Investor Relations, Bonds, New Business Development, Financial Advisory, Investment Banking, Private Equity, High Net Worth..., Wealth, Financial Markets, Wealth Management..., Bloomberg
Education
CSI Global Education Inc 2013 — 2013
Portfolio Management Techniques-Currently enrolled, Finance, General
CSI Global Education Inc. 2013 — 2013
Investment Management Techniques, Finance, Pass
CSI Global Education 2009 — 2010
Canadian Securities Course, Finance
Second City Training Centre 2009 — 2010
Conservatory Program, Improv and Sketch Comedy
York University 2008 — 2008
Broadcast Journalism, Television and Radio
McGill University 2001 — 2005
Bachelor of Arts (B.A.), Political Science, Business, and Theater Studies
Leaside Highschool 1997 — 1999
Highschool, Political Economy, 11-OAC
Loretto Abbey Highschool 1995 — 1997
Highschool, General Studies, 9 & 10
Blessed Sacrament 1991 — 1994
Elementary School, student
David Bambek David Bambek's Mackenzie Financial Experience 2000 - 2005
Job Director Business Project Management at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments July 2013 - Present
Mackenzie Investments 2005 - Present
Mackenzie Investments November 2010 - July 2013
Mackenzie Financial 2000 - 2005
Mackenzie Financial September 1995 - 2000
Skills
Business Analysis, Project Management, PMP, Requirements Gathering, Management, SDLC, Portfolio Management, Vendor Management, Analysis, Project Planning, Requirements Analysis, Process Improvement, Business Requirements, Software Project..., Project Delivery
Education
McGill University
Ryerson University
Mackenzie Investments July 2013 - Present
Mackenzie Investments 2005 - Present
Mackenzie Investments November 2010 - July 2013
Mackenzie Financial 2000 - 2005
Mackenzie Financial September 1995 - 2000
Skills
Business Analysis, Project Management, PMP, Requirements Gathering, Management, SDLC, Portfolio Management, Vendor Management, Analysis, Project Planning, Requirements Analysis, Process Improvement, Business Requirements, Software Project..., Project Delivery
Education
McGill University
Ryerson University
Andrey Danilevich Andrey Danilevich's Mackenzie Financial Experience May 2010 - Present
Job Senior Programmer / Analyst (Contract) at Mackenzie Financial
Industry Information Technology and Services
Experience
Mackenzie Financial May 2010 - Present
CIBC February 2006 - October 2009
Swiss Re May 2003 - October 2005
AGF Fund Management March 2002 - May 2003
SQL Power Group Inc. March 2001 - December 2001
Algorithmics Inc April 2000 - March 2001
Diebold / RDS Tasks August 1996 - May 2000
Northern Telecom Consultants Ltd (Nortelco) January 1994 - August 1996
Skills
Oracle, ETL, Data Warehousing, Database Design, Data Modeling, SQL, PL/SQL, Erwin, DB2, Databases, Performance Tuning, Unix, Linux, Business Analysis, Requirements Analysis, Windows, Data Warehouse..., SDLC, Business Intelligence, SQL Tuning, Unix Shell Scripting, Systems Analysis, Requirements Gathering
Education
Information Balance 2002 — 2002
Certificate, Data Modeling
Oracle University 2002 — 2002
Certificate, Developing Oracle XML application
Seneca College of Applied Arts and Technology 1996 — 1996
System Analysis and design
Oracle University 1992 — 1992
Oracle DBA
Mackenzie Financial May 2010 - Present
CIBC February 2006 - October 2009
Swiss Re May 2003 - October 2005
AGF Fund Management March 2002 - May 2003
SQL Power Group Inc. March 2001 - December 2001
Algorithmics Inc April 2000 - March 2001
Diebold / RDS Tasks August 1996 - May 2000
Northern Telecom Consultants Ltd (Nortelco) January 1994 - August 1996
Skills
Oracle, ETL, Data Warehousing, Database Design, Data Modeling, SQL, PL/SQL, Erwin, DB2, Databases, Performance Tuning, Unix, Linux, Business Analysis, Requirements Analysis, Windows, Data Warehouse..., SDLC, Business Intelligence, SQL Tuning, Unix Shell Scripting, Systems Analysis, Requirements Gathering
Education
Information Balance 2002 — 2002
Certificate, Data Modeling
Oracle University 2002 — 2002
Certificate, Developing Oracle XML application
Seneca College of Applied Arts and Technology 1996 — 1996
System Analysis and design
Oracle University 1992 — 1992
Oracle DBA
Dhiman Mitra Dhiman Mitra's Mackenzie Financial Experience June 1997 - October 2011
Job Franchise owner Homewatch Caregivers serving Brampton at Homewatch CareGivers
Industry Individual & Family Services
Experience
Homewatch CareGivers May 2014 - Present
Mackenzie Financial June 1997 - October 2011
Education
Cranfield University
MSc, Software Engineering
University of New Brunswick
B.Sc Engineering, Electrical
Homewatch CareGivers May 2014 - Present
Mackenzie Financial June 1997 - October 2011
Education
Cranfield University
MSc, Software Engineering
University of New Brunswick
B.Sc Engineering, Electrical
J. Sebastian Volpe J. Sebastian Volpe's Mackenzie Financial Experience 1999 - 2002
Job Available to assist in corporate and agency recruitment needs
Industry Staffing and Recruiting
Experience
Independent August 2010 - Present
Wine Rack / Constellation Brands August 2010 - Present
Nsightful Resource Management December 2007 - June 2010
G-Force (Recruitment) Inc. 2006 - 2007
Creative Personnel Inc 2002 - 2006
Mackenzie Financial 1999 - 2002
Skills
Recruiting, SAP, Human Resources, Talent Acquisition, CRM, Technical Recruiting, Analysis, Internet Recruiting, Leadership, Applicant Tracking..., Time Management, Contract Recruitment, IT Recruitment, Management, Business Process, Consulting, Sourcing
Education
Ryerson University 2011 — 2013
BComm, HR minor
Independent August 2010 - Present
Wine Rack / Constellation Brands August 2010 - Present
Nsightful Resource Management December 2007 - June 2010
G-Force (Recruitment) Inc. 2006 - 2007
Creative Personnel Inc 2002 - 2006
Mackenzie Financial 1999 - 2002
Skills
Recruiting, SAP, Human Resources, Talent Acquisition, CRM, Technical Recruiting, Analysis, Internet Recruiting, Leadership, Applicant Tracking..., Time Management, Contract Recruitment, IT Recruitment, Management, Business Process, Consulting, Sourcing
Education
Ryerson University 2011 — 2013
BComm, HR minor
Alex Vieira, CPA,CA Alex Vieira, CPA,CA's Mackenzie Financial Experience 1995 - 2001
Job Wealth Management at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities July 2015 - Present
Navigator Tax November 2012 - Present
Honda Canada Inc. January 2014 - June 2015
Tri Origin Exploration April 2011 - December 2012
Marquest Asset Management Inc. 2010 - April 2011
Worldsource Wealth Management 2005 - 2009
Goodman and Company 2003 - 2005
Mackenzie Financial 1995 - 2001
Deloitte & Touche 1989 - 1995
Deloitte & Touche 1989 - 1995
Skills
Asset Managment, Tax, Finance, Financial Planners, Investments, Mutual Funds, Trusts, Financial Analysis, Retirement Planning, Strategic Financial..., Risk Management, Small Business, Portfolio Management, Wealth Management, Financial Reporting
Education
University of Calgary 1983 — 1989
Bachelor of Commerce, Accounting
Canadian Institute of Chartered Accountants
Chartered Professional Accountant, Chartered Accountant, Income Tax
Canadian Securities Institute
Canadian Securities Course
RBC Dominion Securities July 2015 - Present
Navigator Tax November 2012 - Present
Honda Canada Inc. January 2014 - June 2015
Tri Origin Exploration April 2011 - December 2012
Marquest Asset Management Inc. 2010 - April 2011
Worldsource Wealth Management 2005 - 2009
Goodman and Company 2003 - 2005
Mackenzie Financial 1995 - 2001
Deloitte & Touche 1989 - 1995
Deloitte & Touche 1989 - 1995
Skills
Asset Managment, Tax, Finance, Financial Planners, Investments, Mutual Funds, Trusts, Financial Analysis, Retirement Planning, Strategic Financial..., Risk Management, Small Business, Portfolio Management, Wealth Management, Financial Reporting
Education
University of Calgary 1983 — 1989
Bachelor of Commerce, Accounting
Canadian Institute of Chartered Accountants
Chartered Professional Accountant, Chartered Accountant, Income Tax
Canadian Securities Institute
Canadian Securities Course
Doug Heighington Doug Heighington's Mackenzie Financial Experience March 2000 - January 2011
Job Real Estate Professional
Industry Investment Management
Experience
Mackenzie Financial March 2000 - January 2011
National Bank of Canada September 1995 - March 2000
TD Bank Group September 1990 - April 1995
Skills
Negotiation, Wealth Management, Investment Strategies, Investments, Real Estate, Marketing Strategy, New Business Development, Contract Negotiation, Investment Properties, Business Development, Strategic Planning, Business Planning, Customer Service, Business Strategy, Selling, Marketing, Asset Management, Team Building, Brokerage, Condos, Sales
Education
Queen's University 1979 — 1981
MBA
University of Toronto - University of Trinity College 1974 — 1978
BA (hon)
Mackenzie Financial March 2000 - January 2011
National Bank of Canada September 1995 - March 2000
TD Bank Group September 1990 - April 1995
Skills
Negotiation, Wealth Management, Investment Strategies, Investments, Real Estate, Marketing Strategy, New Business Development, Contract Negotiation, Investment Properties, Business Development, Strategic Planning, Business Planning, Customer Service, Business Strategy, Selling, Marketing, Asset Management, Team Building, Brokerage, Condos, Sales
Education
Queen's University 1979 — 1981
MBA
University of Toronto - University of Trinity College 1974 — 1978
BA (hon)
Jonah Goldman Jonah Goldman's Mackenzie Financial Experience October 2012 - April 2014
Job Client Services Officer at Mackenzie Financial
Industry Financial Services
Experience
Mackenzie Financial October 2012 - April 2014
Credential Financial Inc September 2010 - June 2012
Vancity Credit Union September 2007 - September 2010
Education
Simon Fraser University 2006 — 2007
Graduate Diploma, Business Administration
Concordia University 2001 — 2004
Bachelor of Arts, Political Science Major
Mackenzie Financial October 2012 - April 2014
Credential Financial Inc September 2010 - June 2012
Vancity Credit Union September 2007 - September 2010
Education
Simon Fraser University 2006 — 2007
Graduate Diploma, Business Administration
Concordia University 2001 — 2004
Bachelor of Arts, Political Science Major
Maryna Koretska's Mackenzie Financial Experience October 2008 - Present
Job Regional Sales Representative at Mackenzie Financial
Industry Investment Management
Experience
Mackenzie Financial October 2008 - Present
Mackenzie Investments 2008 - Present
Triglobal Capital Management 2004 - 2007
RBC Royal Bank 2002 - 2004
Skills
Wealth Management, Investments, Mutual Funds, Investment Strategies, Retirement Planning, Investment Advisory, Retirement, Securities, Asset Allocation, Asset Managment, Alternative Investments, ETFs, Equities, Financial Services, Portfolio Management
Education
Concordia University 1998 — 2002
BCom, Finance
Concordia University
Bachelor's degree, Business/Commerce, General
Mackenzie Financial October 2008 - Present
Mackenzie Investments 2008 - Present
Triglobal Capital Management 2004 - 2007
RBC Royal Bank 2002 - 2004
Skills
Wealth Management, Investments, Mutual Funds, Investment Strategies, Retirement Planning, Investment Advisory, Retirement, Securities, Asset Allocation, Asset Managment, Alternative Investments, ETFs, Equities, Financial Services, Portfolio Management
Education
Concordia University 1998 — 2002
BCom, Finance
Concordia University
Bachelor's degree, Business/Commerce, General
Chantal Mougel, PMP Chantal Mougel, PMP's Mackenzie Financial Experience January 2005 - Present
Job Senior Project Manager
Industry Information Services
Experience
Mackenzie Financial January 2005 - Present
Mackenzie Financial January 1999 - January 2005
Doubleday Canada Limited March 1996 - January 1999
Mairie de Bordeaux January 1992 - February 1996
Skills
SDLC, Systems Analysis, Vendor Management, Requirements Gathering, PMP, Project Management, Integration, Software Development, Requirements Analysis, Software Project..., Project Planning, Business Requirements, Project Delivery, Visio, PMO, Enterprise Architecture, Business Analysis, Resource Management, IT Strategy, MS Project, Project Portfolio..., Business Process, IT Management
Education
Université de Pau et des Pays de l'Adour 1990 — 1991
DESS, CAAE - Certificat D'Aptitude à l'Administration Des Entreprises
Université de Pau et des Pays de l'Adour 1987 — 1990
Maitrise, Computer science
Mackenzie Financial January 2005 - Present
Mackenzie Financial January 1999 - January 2005
Doubleday Canada Limited March 1996 - January 1999
Mairie de Bordeaux January 1992 - February 1996
Skills
SDLC, Systems Analysis, Vendor Management, Requirements Gathering, PMP, Project Management, Integration, Software Development, Requirements Analysis, Software Project..., Project Planning, Business Requirements, Project Delivery, Visio, PMO, Enterprise Architecture, Business Analysis, Resource Management, IT Strategy, MS Project, Project Portfolio..., Business Process, IT Management
Education
Université de Pau et des Pays de l'Adour 1990 — 1991
DESS, CAAE - Certificat D'Aptitude à l'Administration Des Entreprises
Université de Pau et des Pays de l'Adour 1987 — 1990
Maitrise, Computer science
Birinder Gill Birinder Gill's Mackenzie Financial Experience March 2009 - Present
Job Portfolio Architect
Industry Information Technology and Services
Experience
Mackenzie Financial March 2009 - Present
Nikinet Inc. 1999 - Present
Mackenzie Financial July 2007 - February 2009
Mackenzie Financial January 2002 - October 2007
Canadian Tire Corp. 1997 - 1999
Toronto Stock Exchange 1991 - 1996
Godrej 1989 - 1991
Skills
ITIL, Enterprise Architecture, Solution Architecture, IT Strategy, Virtualization, Architecture, Requirements Analysis, Disaster Recovery, Enterprise Software, PMP, Infrastructure, IT Management, TOGAF, Unix, Websphere, IT Operations, SIEM, Zachman, IT Service Management, CMDB, Information Technology, HP-UX, High Availability, Agile Methodologies, Data Center, Integration, SDLC, Testing, Solaris, SOA, System Architecture, Requirements Gathering, Software Project..., WebSphere Application..., Architectures, DB2, Cloud Computing, Data Modeling, Data Warehousing, Application Architecture, AIX, SAN
Education
University of Mumbai 1983 — 1987
Bachelor of Engineering, Computer Science
Mackenzie Financial March 2009 - Present
Nikinet Inc. 1999 - Present
Mackenzie Financial July 2007 - February 2009
Mackenzie Financial January 2002 - October 2007
Canadian Tire Corp. 1997 - 1999
Toronto Stock Exchange 1991 - 1996
Godrej 1989 - 1991
Skills
ITIL, Enterprise Architecture, Solution Architecture, IT Strategy, Virtualization, Architecture, Requirements Analysis, Disaster Recovery, Enterprise Software, PMP, Infrastructure, IT Management, TOGAF, Unix, Websphere, IT Operations, SIEM, Zachman, IT Service Management, CMDB, Information Technology, HP-UX, High Availability, Agile Methodologies, Data Center, Integration, SDLC, Testing, Solaris, SOA, System Architecture, Requirements Gathering, Software Project..., WebSphere Application..., Architectures, DB2, Cloud Computing, Data Modeling, Data Warehousing, Application Architecture, AIX, SAN
Education
University of Mumbai 1983 — 1987
Bachelor of Engineering, Computer Science
Jonathon Tupper's Mackenzie Financial Experience 2004 - 2008
Job Vice President at PIMCO
Industry Investment Management
Experience
PIMCO November 2010 - Present
Mackenzie Financial 2004 - 2008
Mackenzie Financial 2001 - 2004
Skills
Mutual Funds, Asset Management, Portfolio Management, Fixed Income, Investments, Securities, Alternative Investments, Wealth Management, Investment Strategies, Equities, Asset Allocation, Financial Modeling, Retirement Planning, Investment Advisory, New Business Development
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA, Business Administration
Carleton University 1994 — 1998
BA (Hons), Political Science
PIMCO November 2010 - Present
Mackenzie Financial 2004 - 2008
Mackenzie Financial 2001 - 2004
Skills
Mutual Funds, Asset Management, Portfolio Management, Fixed Income, Investments, Securities, Alternative Investments, Wealth Management, Investment Strategies, Equities, Asset Allocation, Financial Modeling, Retirement Planning, Investment Advisory, New Business Development
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA, Business Administration
Carleton University 1994 — 1998
BA (Hons), Political Science
Daniel Perel Daniel Perel's Mackenzie Financial Experience June 2008 - August 2008
Job Operations at FreshMint
Industry Food Production
Experience
Maison FreshMint July 2014 - Present
Accenture December 2010 - August 2013
Copoloff Insurance Agencies March 2010 - November 2010
TD Canada Trust September 2007 - February 2010
Mackenzie Financial June 2008 - August 2008
Calforex May 2005 - May 2007
Skills
Financial Modeling, Investments, Analysis, Business Analysis, Business Process Mapping, Casewise Corporate..., Visio, Excel, Business Process..., Business Process..., Business Process Design, Workshop Facilitation, Consumer Financing, Mortgage Lending, Lines Of Credit, Home Equity Lines of..., Home Equity Loans, Student Loans, Loans, Mortgage Servicing, Insurance Brokerage, FundSERV, Segregated Funds, Life Insurance, Term Life Insurance, Currency Exchange, Foreign Exchange, Retail Banking, Branch Banking, Preparation of Business..., Business Case Design, Stock Market, Stock Trading, Options Strategies, Corporate Environments, Finance, Financials, Microsoft Excel, Business Case, Business Process..., Business Process, Management Consulting, Strategic Consulting, Consulting, Investment Banking, Mutual Funds
Education
CFA Institute 2010 — 2013
CFA Charterholder, Finance/Accounting
Concordia University 2007 — 2009
Bachelor of Commerce, Finance
Dawson College 2004 — 2006
Social Sciences, Commerce
Maison FreshMint July 2014 - Present
Accenture December 2010 - August 2013
Copoloff Insurance Agencies March 2010 - November 2010
TD Canada Trust September 2007 - February 2010
Mackenzie Financial June 2008 - August 2008
Calforex May 2005 - May 2007
Skills
Financial Modeling, Investments, Analysis, Business Analysis, Business Process Mapping, Casewise Corporate..., Visio, Excel, Business Process..., Business Process..., Business Process Design, Workshop Facilitation, Consumer Financing, Mortgage Lending, Lines Of Credit, Home Equity Lines of..., Home Equity Loans, Student Loans, Loans, Mortgage Servicing, Insurance Brokerage, FundSERV, Segregated Funds, Life Insurance, Term Life Insurance, Currency Exchange, Foreign Exchange, Retail Banking, Branch Banking, Preparation of Business..., Business Case Design, Stock Market, Stock Trading, Options Strategies, Corporate Environments, Finance, Financials, Microsoft Excel, Business Case, Business Process..., Business Process, Management Consulting, Strategic Consulting, Consulting, Investment Banking, Mutual Funds
Education
CFA Institute 2010 — 2013
CFA Charterholder, Finance/Accounting
Concordia University 2007 — 2009
Bachelor of Commerce, Finance
Dawson College 2004 — 2006
Social Sciences, Commerce
Jim Haw, MBA, CPA, CA Jim Haw, MBA, CPA, CA's Mackenzie Financial Experience 1998 - 2001
Job Enterprise & IT Risk Executive & Change Agent
Industry Marketing and Advertising
Experience
LoyaltyOne May 2010 - August 2013
Real security 2003 - May 2010
CIBC 2001 - 2003
Mackenzie Financial 1998 - 2001
Ernst & Young 1996 - 1998
EY 1994 - 1996
EY 1990 - 1993
Deloitte & Touche 1979 - 1990
Skills
Enterprise Risk..., Information Security, IT Strategy, Project Management, Information Technology, Governance, Computer Security, Strategy, IT Management, Disaster Recovery, Security, Enterprise Software, Process Improvement, Information Security..., Enterprise Architecture, IT Audit, Risk Management, Financial Risk, Sarbanes-Oxley, PKI, Business Transformation, IT Transformation, Sarbanes-Oxley Act
Education
Institute of Chartered Accountants of Ontario
CA
McMaster University
MBA
The University of Western Ontario
B Ed
University of Waterloo
B Math
LoyaltyOne May 2010 - August 2013
Real security 2003 - May 2010
CIBC 2001 - 2003
Mackenzie Financial 1998 - 2001
Ernst & Young 1996 - 1998
EY 1994 - 1996
EY 1990 - 1993
Deloitte & Touche 1979 - 1990
Skills
Enterprise Risk..., Information Security, IT Strategy, Project Management, Information Technology, Governance, Computer Security, Strategy, IT Management, Disaster Recovery, Security, Enterprise Software, Process Improvement, Information Security..., Enterprise Architecture, IT Audit, Risk Management, Financial Risk, Sarbanes-Oxley, PKI, Business Transformation, IT Transformation, Sarbanes-Oxley Act
Education
Institute of Chartered Accountants of Ontario
CA
McMaster University
MBA
The University of Western Ontario
B Ed
University of Waterloo
B Math
Mark Li, DMS's Mackenzie Financial Experience June 2007 - May 2008
Job Financial Security Advisor: Helping Individuals Create and Manage Wealth
Industry Banking
Experience
London Life April 2013 - August 2014
Bank of Montreal December 2008 - April 2012
Mackenzie Financial June 2007 - May 2008
Skills
Mutual Funds, Equities, Derivatives, Options, Technical Analysis, Trading, Portfolio Management, Strategic Financial..., Investment Strategies
Education
Centennial College 2006 — 2009
Financial Services
Don Bosco School, New Delhi
Canadian Securities Institute
London Life April 2013 - August 2014
Bank of Montreal December 2008 - April 2012
Mackenzie Financial June 2007 - May 2008
Skills
Mutual Funds, Equities, Derivatives, Options, Technical Analysis, Trading, Portfolio Management, Strategic Financial..., Investment Strategies
Education
Centennial College 2006 — 2009
Financial Services
Don Bosco School, New Delhi
Canadian Securities Institute
Edward Schall, CPA, CMA's Mackenzie Financial Experience November 2002 - January 2003
Job Culinary Management Candidate at GBC
Industry Accounting
Experience
GBC January 2015 - Present
Banro Corp February 2010 - August 2014
Campus Plus December 2010 - May 2012
Kinross Gold Corporation November 2008 - February 2010
Editing Suite Music Production Inc. January 2006 - October 2008
IAMGOLD Corporation March 2005 - January 2006
IAMGOLD Corporation March 2003 - March 2005
Mackenzie Financial November 2002 - January 2003
Skills
Financial Reporting, Internal Controls, Financial Analysis, Financial Accounting, Canadian GAAP, Consolidation, Budgets, Account Reconciliation, Data Analysis, Cost Accounting, Financial Statements, Cash Management, Variance Analysis, Bank Reconciliation, Finance, General Ledger, Analysis, Cash Flow
Education
George Brown College
Culinary Management
Certified Management Accountants of Ontario 2009 — 2012
Strategic Leadership Program (SLP), Accounting
Wilfrid Laurier University 1998 — 2002
BA, Econonics
GBC January 2015 - Present
Banro Corp February 2010 - August 2014
Campus Plus December 2010 - May 2012
Kinross Gold Corporation November 2008 - February 2010
Editing Suite Music Production Inc. January 2006 - October 2008
IAMGOLD Corporation March 2005 - January 2006
IAMGOLD Corporation March 2003 - March 2005
Mackenzie Financial November 2002 - January 2003
Skills
Financial Reporting, Internal Controls, Financial Analysis, Financial Accounting, Canadian GAAP, Consolidation, Budgets, Account Reconciliation, Data Analysis, Cost Accounting, Financial Statements, Cash Management, Variance Analysis, Bank Reconciliation, Finance, General Ledger, Analysis, Cash Flow
Education
George Brown College
Culinary Management
Certified Management Accountants of Ontario 2009 — 2012
Strategic Leadership Program (SLP), Accounting
Wilfrid Laurier University 1998 — 2002
BA, Econonics
Reza Toufighi Reza Toufighi's Mackenzie Financial Experience Programmer/AnalystPet Valu1995 - 2002
Job Work Group Leader at Mackenzie Financial
Industry Financial Services
Experience
Mackenzie Financial Programmer/AnalystPet Valu1995 - 2002
Pet Valu Canada Inc 1995 - 2002
Skills
Data Modeling, Business Analysis, SQL, Unix, Software Documentation, SDLC, Integration, Project Management, User Acceptance Testing, Systems Analysis, Software Project..., Software Development, Visio, Databases, Disaster Recovery, Business Requirements, Requirements Gathering, Database Design, Requirements Analysis, Data Warehousing, Oracle, Business Intelligence
Education
CEGEP - John Abbott College 1991 — 1992
Programmer/Analyst, C, Cobol, Powerhouse, Quick basic, Relational DBMS
Concordia University 1988 — 1991
Master's Degree, Master of Mechanical Engineering
Concordia University 1979 — 1983
Bachelor's Degree, Bachelor of Mechanical Engineering
Mackenzie Financial Programmer/AnalystPet Valu1995 - 2002
Pet Valu Canada Inc 1995 - 2002
Skills
Data Modeling, Business Analysis, SQL, Unix, Software Documentation, SDLC, Integration, Project Management, User Acceptance Testing, Systems Analysis, Software Project..., Software Development, Visio, Databases, Disaster Recovery, Business Requirements, Requirements Gathering, Database Design, Requirements Analysis, Data Warehousing, Oracle, Business Intelligence
Education
CEGEP - John Abbott College 1991 — 1992
Programmer/Analyst, C, Cobol, Powerhouse, Quick basic, Relational DBMS
Concordia University 1988 — 1991
Master's Degree, Master of Mechanical Engineering
Concordia University 1979 — 1983
Bachelor's Degree, Bachelor of Mechanical Engineering
Abraham Binder Abraham Binder's Mackenzie Financial Experience September 2008 - January 2009
Job Senior Business Continuity Analyst at Sun Life Financial
Industry Banking
Experience
Sun Life Financial March 2012 - Present
York University September 2010 - Present
Canadian Tire March 2010 - January 2012
TD BANK FINANCIAL GROUP January 2009 - April 2010
Mackenzie Financial September 2008 - January 2009
Manulife Financial November 2006 - September 2008
THE ROYAL BANK OF CANADA September 2002 - November 2006
Personal Service Centre June 2000 - September 2002
Personal Loans March 2000 - June 2000
Deposits & Investments December 1999 - June 2000
Skills
Disaster Recovery, Crisis Management, Teaching, Customer Service, Business Continuity, Business Continuity..., Software Documentation, Solution Architecture, Documentation, Budgets, Business Analysis, Change Management, Emergency Management, Exercise Design, Financial Risk, Governance, Government, Incident Management, Information Technology, Leadership, Management, Policy, Program Management, Project Planning, Risk Assessment, Risk Management, Security, System Administration, Team Leadership, Training, Training Delivery
Education
York University 2007 — 2011
Master of Arts, Disaster and Emergency Management
Bates College 1984 — 1986
Bachelor of Arts, History
York University - Schulich School of Business
Sun Life Financial March 2012 - Present
York University September 2010 - Present
Canadian Tire March 2010 - January 2012
TD BANK FINANCIAL GROUP January 2009 - April 2010
Mackenzie Financial September 2008 - January 2009
Manulife Financial November 2006 - September 2008
THE ROYAL BANK OF CANADA September 2002 - November 2006
Personal Service Centre June 2000 - September 2002
Personal Loans March 2000 - June 2000
Deposits & Investments December 1999 - June 2000
Skills
Disaster Recovery, Crisis Management, Teaching, Customer Service, Business Continuity, Business Continuity..., Software Documentation, Solution Architecture, Documentation, Budgets, Business Analysis, Change Management, Emergency Management, Exercise Design, Financial Risk, Governance, Government, Incident Management, Information Technology, Leadership, Management, Policy, Program Management, Project Planning, Risk Assessment, Risk Management, Security, System Administration, Team Leadership, Training, Training Delivery
Education
York University 2007 — 2011
Master of Arts, Disaster and Emergency Management
Bates College 1984 — 1986
Bachelor of Arts, History
York University - Schulich School of Business
Carol Penhale Carol Penhale's Mackenzie Financial Experience 1997 - 2000
Job Founder and CEO at Bedford Park Associates
Industry Financial Services
Experience
Bedford Park Associates, Inc. July 2010 - Present
TALIANCE January 2014 - February 2015
Cutter Associates 2001 - 2010
Mackenzie Financial 1997 - 2000
DST Systems 1994 - 1997
Skills
Investments, Real Estate Private..., Hedge Funds, Portfolio Management, Asset Management, Securities, Risk Management, Equities, Capital Markets, Management, Fixed Income, Asset Managment, Options, Strategic Planning, Analytics, Data Governance, Enterprise Data, Investment Management, Alternative Investments, Global Marketing, Business Analysis, Trading Systems, Management Consulting, Trading, Business Strategy, New Business Development, Derivatives, Investment Banking, Program Management, Financial Analysis, Change Management, Financial Markets, Mutual Funds, Valuation, Wealth Management, Due Diligence, IT Strategy, Electronic Trading, Product Management, Compliance, Outsourcing, Process Engineering, Mergers, Market Data, Performance Attribution, Operational Risk..., C Level Selling
Education
Institute for Computer Studies 1993 — 1994
Diploma, Information Technology
The University of Edinburgh 1980 — 1980
Certificate, History
University of Toronto 1976 — 1979
B.A., History
Thomson
Bedford Park Associates, Inc. July 2010 - Present
TALIANCE January 2014 - February 2015
Cutter Associates 2001 - 2010
Mackenzie Financial 1997 - 2000
DST Systems 1994 - 1997
Skills
Investments, Real Estate Private..., Hedge Funds, Portfolio Management, Asset Management, Securities, Risk Management, Equities, Capital Markets, Management, Fixed Income, Asset Managment, Options, Strategic Planning, Analytics, Data Governance, Enterprise Data, Investment Management, Alternative Investments, Global Marketing, Business Analysis, Trading Systems, Management Consulting, Trading, Business Strategy, New Business Development, Derivatives, Investment Banking, Program Management, Financial Analysis, Change Management, Financial Markets, Mutual Funds, Valuation, Wealth Management, Due Diligence, IT Strategy, Electronic Trading, Product Management, Compliance, Outsourcing, Process Engineering, Mergers, Market Data, Performance Attribution, Operational Risk..., C Level Selling
Education
Institute for Computer Studies 1993 — 1994
Diploma, Information Technology
The University of Edinburgh 1980 — 1980
Certificate, History
University of Toronto 1976 — 1979
B.A., History
Thomson
Robert Nakoneshny's Mackenzie Financial Experience January 2005 - June 2011
Job Vice President, Private Wealth Management at Investors Group
Industry Investment Management
Experience
Investors Group March 2015 - Present
Mackenzie Investments July 2011 - February 2015
Mackenzie Financial January 2005 - June 2011
Canadian Western Trust 2000 - 2005
TD 1996 - 1998
TD Canada Trust 1990 - 1998
Skills
Strategic Financial..., Wealth Management, Mutual Funds, Investment Strategies, Retirement, Retirement Planning, Investments, Estate Planning, Portfolio Management, Wealth, Asset Allocation, Financial Advisory, Investment Advisory, Securities, Financial Services, Asset Management, Alternative Investments, ETFs, Investment Management, Wealth Management..., High Net Worth..., Financial Planners, Equities, Separately Managed..., Financial Planning
Education
University of Saskatchewan 1985 — 1990
B Commerce, Marketing and Finance
E D Feehan 1980 — 1985
Senior Matriculation
Canadian Securities Institute
PFP
Investors Group March 2015 - Present
Mackenzie Investments July 2011 - February 2015
Mackenzie Financial January 2005 - June 2011
Canadian Western Trust 2000 - 2005
TD 1996 - 1998
TD Canada Trust 1990 - 1998
Skills
Strategic Financial..., Wealth Management, Mutual Funds, Investment Strategies, Retirement, Retirement Planning, Investments, Estate Planning, Portfolio Management, Wealth, Asset Allocation, Financial Advisory, Investment Advisory, Securities, Financial Services, Asset Management, Alternative Investments, ETFs, Investment Management, Wealth Management..., High Net Worth..., Financial Planners, Equities, Separately Managed..., Financial Planning
Education
University of Saskatchewan 1985 — 1990
B Commerce, Marketing and Finance
E D Feehan 1980 — 1985
Senior Matriculation
Canadian Securities Institute
PFP
Lora Cerulli - Totilo Lora Cerulli - Totilo's Mackenzie Financial Experience March 2001 - June 2003
Job President, Recherche de cadres PERSONNEL CHEZVOUS Recruitment | Headhunter TorontoOttawaMontrealMaritimes
Industry Staffing and Recruiting
Experience
Personnel Chez-Vous Recruitment Services January 2008 - Present
Kelly Services September 2007 - May 2008
GrowthWorks Capital November 2004 - May 2007
Vengrowth June 2003 - November 2004
Mackenzie Financial March 2001 - June 2003
Talvest 1998 - 2000
Royal LePage 1994 - 1995
Skills
Technical Recruiting, People Skills, Client Retention, Resume Writing, Customer Relations, Coaching, New Business Development, Sourcing, Management Consulting, Talent Acquisition, Interviewing, Hiring, Employee Relations, Employee Engagement, Highly Dedicated, Integrity, Committed to Customer..., Efficent, Delivering Results, Finance, Recruiting, CRM, Talent Management, Management, Customer Retention, Interviews, Temporary Placement, Human Resources, Business Development, Strategy, Interview Preparation, Leadership, Marketing, Sales, Consulting, Cold Calling, Professional Services, Executive Search, Internet Recruiting, Contract Recruitment, Building Relationships, Executive Management, Applicant Tracking...
Education
Concordia University 1993 — 1997
BComm, Major in Finance and International Business
Collège Jean de Brébeuf 1990 — 1992
Science Humaine, Business Administration and Management, General
Villa Maria 1986 — 1990
High School
Personnel Chez-Vous Recruitment Services January 2008 - Present
Kelly Services September 2007 - May 2008
GrowthWorks Capital November 2004 - May 2007
Vengrowth June 2003 - November 2004
Mackenzie Financial March 2001 - June 2003
Talvest 1998 - 2000
Royal LePage 1994 - 1995
Skills
Technical Recruiting, People Skills, Client Retention, Resume Writing, Customer Relations, Coaching, New Business Development, Sourcing, Management Consulting, Talent Acquisition, Interviewing, Hiring, Employee Relations, Employee Engagement, Highly Dedicated, Integrity, Committed to Customer..., Efficent, Delivering Results, Finance, Recruiting, CRM, Talent Management, Management, Customer Retention, Interviews, Temporary Placement, Human Resources, Business Development, Strategy, Interview Preparation, Leadership, Marketing, Sales, Consulting, Cold Calling, Professional Services, Executive Search, Internet Recruiting, Contract Recruitment, Building Relationships, Executive Management, Applicant Tracking...
Education
Concordia University 1993 — 1997
BComm, Major in Finance and International Business
Collège Jean de Brébeuf 1990 — 1992
Science Humaine, Business Administration and Management, General
Villa Maria 1986 — 1990
High School
Irina Gheorghiu's Mackenzie Financial Experience 2006 - 2007
Job Quality Assurance Manager at TD Wealth Management
Industry Computer Software
Experience
TD December 2011 - Present
CIBC June 2011 - December 2011
RBC Dexia Investor Services December 2010 - June 2011
TD June 2009 - December 2010
Enbridge Gas Distribution February 2009 - June 2009
Scotiabank March 2008 - February 2009
TD November 2007 - March 2008
CIBC September 2004 - December 2007
Mackenzie Financial 2006 - 2007
Mackenzie Investments January 2004 - September 2004
Skills
User Acceptance Testing, SDLC, Quality Center, Requirements Gathering, Business Requirements, Test Planning, System Testing, Test Cases, Test Strategy, Testing, Functional Testing, Business Analysis, QTP, SQL, Regression Testing, Waterfall, DB2, Quality Assurance, Manual Testing, Software Quality..., Test Management, Software Documentation, JIRA, Visio, Requirements Analysis, Systems Analysis, Agile Methodologies, Defect Tracking, Oracle, Agile Testing, Software Project..., Test Automation, Scrum, Agile Project Management, HP QTP, HP Quality Center, Vendor Management
Education
Université René Descartes (Paris V) 1990 — 1996
Semiology
Universitatea „Alexandru Ioan Cuza” din Iași 1988 — 1990
Bachelor of Science (B.S.), Theoretical and Mathematical Physics
Liceul Emil Racovitza
TD December 2011 - Present
CIBC June 2011 - December 2011
RBC Dexia Investor Services December 2010 - June 2011
TD June 2009 - December 2010
Enbridge Gas Distribution February 2009 - June 2009
Scotiabank March 2008 - February 2009
TD November 2007 - March 2008
CIBC September 2004 - December 2007
Mackenzie Financial 2006 - 2007
Mackenzie Investments January 2004 - September 2004
Skills
User Acceptance Testing, SDLC, Quality Center, Requirements Gathering, Business Requirements, Test Planning, System Testing, Test Cases, Test Strategy, Testing, Functional Testing, Business Analysis, QTP, SQL, Regression Testing, Waterfall, DB2, Quality Assurance, Manual Testing, Software Quality..., Test Management, Software Documentation, JIRA, Visio, Requirements Analysis, Systems Analysis, Agile Methodologies, Defect Tracking, Oracle, Agile Testing, Software Project..., Test Automation, Scrum, Agile Project Management, HP QTP, HP Quality Center, Vendor Management
Education
Université René Descartes (Paris V) 1990 — 1996
Semiology
Universitatea „Alexandru Ioan Cuza” din Iași 1988 — 1990
Bachelor of Science (B.S.), Theoretical and Mathematical Physics
Liceul Emil Racovitza
Brad Lachowich Brad Lachowich's Mackenzie Financial Experience 1997 - 2006
Job Consultant
Industry Nonprofit Organization Management
Experience
Tegrita Consulting Group 2015 - Present
Development & Non-Profit Management 2013 - Present
CNIB 2009 - 2013
CNIB 2006 - 2009
Mackenzie Financial 1997 - 2006
Skills
Fundraising, Nonprofits, Management, Program Management, Stewardship, Non-profits, Team Leadership, Volunteer Management, Philanthropy, Planned Giving, Internal Communications, Team Building, Government, Marketing, Workshop Facilitation, Strategic Communications, Corporate Communications, Proposal Writing, Change Management, Non-profit Board..., Analytics, Customer Service, Consulting, Knowledge Management, Project Management
Education
Simon Fraser University
MA, Liberal Studies
York University
BA, History
Tegrita Consulting Group 2015 - Present
Development & Non-Profit Management 2013 - Present
CNIB 2009 - 2013
CNIB 2006 - 2009
Mackenzie Financial 1997 - 2006
Skills
Fundraising, Nonprofits, Management, Program Management, Stewardship, Non-profits, Team Leadership, Volunteer Management, Philanthropy, Planned Giving, Internal Communications, Team Building, Government, Marketing, Workshop Facilitation, Strategic Communications, Corporate Communications, Proposal Writing, Change Management, Non-profit Board..., Analytics, Customer Service, Consulting, Knowledge Management, Project Management
Education
Simon Fraser University
MA, Liberal Studies
York University
BA, History
Joe Ross, FLMI, FIN. PLANNER (416) 200 0212 Joe Ross, FLMI, FIN. PLANNER (416) 200 0212's Mackenzie Financial Experience 1991 - 1996
Job Financial Planner at Ross Financial
Industry Insurance
Experience
Ross Financial October 1997 - Present
Ross Financial September 1997 - Present
Mackenzie Financial 1991 - 1996
Citadel Assurance 1985 - 1992
Skills
Financial Planning, Insurance Broker, Tax Preparation, Debt Consolidation, Retirement Planning, Insurance Planning, Wealth, Income Protection, Wealth Accumulation, Retirement Income..., Financial Advice, Debt Management, Buy-sell Agreements, Long Term Care, Financial Education, Segregated Funds, Critical Illness, Tax Reduction Strategies, Wealth Preservation, Key Person Insurance, Retirement
Education
CAFP 2000 — 2004
FINANCIAL PLANNING, Financial planning
LOMA 1985 — 1989
FLMI, Fellow of the Life Management Institute
Sheridan College 1981 — 1983
Business, Accounting
Ross Financial October 1997 - Present
Ross Financial September 1997 - Present
Mackenzie Financial 1991 - 1996
Citadel Assurance 1985 - 1992
Skills
Financial Planning, Insurance Broker, Tax Preparation, Debt Consolidation, Retirement Planning, Insurance Planning, Wealth, Income Protection, Wealth Accumulation, Retirement Income..., Financial Advice, Debt Management, Buy-sell Agreements, Long Term Care, Financial Education, Segregated Funds, Critical Illness, Tax Reduction Strategies, Wealth Preservation, Key Person Insurance, Retirement
Education
CAFP 2000 — 2004
FINANCIAL PLANNING, Financial planning
LOMA 1985 — 1989
FLMI, Fellow of the Life Management Institute
Sheridan College 1981 — 1983
Business, Accounting
Dawn C. Pepper Dawn C. Pepper's Mackenzie Financial Experience September 2006 - August 2011
Job Finance Marketing Management
Industry Financial Services
Experience
Inn from the Cold 2004 - Present
New Hope Church CRC 1998 - Present
Arrow Capital Management Inc May 2012 - May 2013
Mackenzie Financial September 2006 - August 2011
IA Clarington 2000 - 2004
AIM Trimark Investments 1991 - 1997
Skills
Mutual funds sales/..., Portfolio analysis -..., Business Analysis., Wealth Management, Investments, Alternative Investments, Asset Managment, Hedge Funds, Investment Strategies, Strategic Financial..., Retirement Planning, Investment Advisory, Financial Advisory, Retirement, Financial Services, Portfolio Management, Investment Management, Financial Planners, Relationship Management, Financial Markets, Training, Business Planning, Business Development, Mutual Funds, Leadership, Financial Planning, Asset Management, Wealth, CRM, Asset Allocation, Management
Education
CSC
QUT
Inn from the Cold 2004 - Present
New Hope Church CRC 1998 - Present
Arrow Capital Management Inc May 2012 - May 2013
Mackenzie Financial September 2006 - August 2011
IA Clarington 2000 - 2004
AIM Trimark Investments 1991 - 1997
Skills
Mutual funds sales/..., Portfolio analysis -..., Business Analysis., Wealth Management, Investments, Alternative Investments, Asset Managment, Hedge Funds, Investment Strategies, Strategic Financial..., Retirement Planning, Investment Advisory, Financial Advisory, Retirement, Financial Services, Portfolio Management, Investment Management, Financial Planners, Relationship Management, Financial Markets, Training, Business Planning, Business Development, Mutual Funds, Leadership, Financial Planning, Asset Management, Wealth, CRM, Asset Allocation, Management
Education
CSC
QUT
Nicolae Stanca Nicolae Stanca's Mackenzie Financial Experience May 2010 - November 2014
Job Senior Financial Analyst at Mackenzie Investments
Industry Accounting
Experience
Mackenzie Investments December 2014 - Present
Mackenzie Financial May 2010 - November 2014
Mackenzie Financial November 2009 - April 2010
Kelly Services February 2009 - March 2009
British American Tobacco Moldova March 2008 - November 2008
Nexus Protective Services July 2007 - December 2007
Moldcell SA November 2004 - July 2007
Oriflame Moldova August 2004 - November 2004
State Forestry Organization October 2002 - August 2004
Rosneft - Purneftegaz October 1996 - June 1997
Skills
Reconciliation, Journal Entries, Deposits, General Ledger, Accounting, Payroll, Mutual Funds, Quickbooks, Invoicing, Accounts Payable, Accounts Receivable, Data Entry, Accruals, Payments, Statements, Bookkeeping, Spreadsheets, Billing, Word, Financial Reporting, Outlook, Excel, Securities, Cash Flow, Reconciliations, Inventory Management, Fixed Assets, Financial Accounting, Tax, SAP, Access, PowerPoint, Problem Solving, Teamwork, Account Reconciliation, Financial Statements, Managerial Finance, IFRS, QuickBooks, Internal Controls, Financial Analysis, Auditing, Microsoft Excel, Bank Reconciliation, Consolidation, Variance Analysis, Corporate Finance, Forecasting, Finance, Process Improvement
Education
CGA Ontario 2010 — 2015
student registered in the, CGA Program of Professional Studies
CSI Global Education Inc 2009 — 2010
CSC, Canadian Securities Course (CSC)
Skills for Change 2009 — 2009
Certificate, Computerized Accounting
Academy of Economic Studies of Moldova 1997 — 2002
BEc, Banks and Stock Exchanges
Tyumen State University 1996 — 1997
Certificate, General Accounting
Mackenzie Investments December 2014 - Present
Mackenzie Financial May 2010 - November 2014
Mackenzie Financial November 2009 - April 2010
Kelly Services February 2009 - March 2009
British American Tobacco Moldova March 2008 - November 2008
Nexus Protective Services July 2007 - December 2007
Moldcell SA November 2004 - July 2007
Oriflame Moldova August 2004 - November 2004
State Forestry Organization October 2002 - August 2004
Rosneft - Purneftegaz October 1996 - June 1997
Skills
Reconciliation, Journal Entries, Deposits, General Ledger, Accounting, Payroll, Mutual Funds, Quickbooks, Invoicing, Accounts Payable, Accounts Receivable, Data Entry, Accruals, Payments, Statements, Bookkeeping, Spreadsheets, Billing, Word, Financial Reporting, Outlook, Excel, Securities, Cash Flow, Reconciliations, Inventory Management, Fixed Assets, Financial Accounting, Tax, SAP, Access, PowerPoint, Problem Solving, Teamwork, Account Reconciliation, Financial Statements, Managerial Finance, IFRS, QuickBooks, Internal Controls, Financial Analysis, Auditing, Microsoft Excel, Bank Reconciliation, Consolidation, Variance Analysis, Corporate Finance, Forecasting, Finance, Process Improvement
Education
CGA Ontario 2010 — 2015
student registered in the, CGA Program of Professional Studies
CSI Global Education Inc 2009 — 2010
CSC, Canadian Securities Course (CSC)
Skills for Change 2009 — 2009
Certificate, Computerized Accounting
Academy of Economic Studies of Moldova 1997 — 2002
BEc, Banks and Stock Exchanges
Tyumen State University 1996 — 1997
Certificate, General Accounting
Neil Pirhonen Neil Pirhonen's Mackenzie Financial Experience September 2006 - June 2008
Job Account Representative at Toshiba
Industry Business Supplies and Equipment
Experience
Toshiba August 2012 - Present
Cision January 2012 - August 2012
Bullock Enterprises May 2009 - January 2012
InterCall August 2008 - March 2009
Mackenzie Financial September 2006 - June 2008
Bullock Enterprises Inc June 1998 - August 2006
Inter Nova North America January 1998 - January 2000
AMJ Campbell Van Lines January 1996 - January 1998
Skills
New Business Development, Management, Time Management, Salesforce.com, Account Management, Sales, Cold Calling, Business Development, Digital Marketing, B2B, Lead Generation, Solution Selling, Strategy, Direct Sales, Sales Management
Education
York University 2000 — 2003
Business & Economics
Hertzing College 1995 — 1996
Computer Programming
Centennial College 1994 — 1995
Business
Rosemount High School
High School degree
Toshiba August 2012 - Present
Cision January 2012 - August 2012
Bullock Enterprises May 2009 - January 2012
InterCall August 2008 - March 2009
Mackenzie Financial September 2006 - June 2008
Bullock Enterprises Inc June 1998 - August 2006
Inter Nova North America January 1998 - January 2000
AMJ Campbell Van Lines January 1996 - January 1998
Skills
New Business Development, Management, Time Management, Salesforce.com, Account Management, Sales, Cold Calling, Business Development, Digital Marketing, B2B, Lead Generation, Solution Selling, Strategy, Direct Sales, Sales Management
Education
York University 2000 — 2003
Business & Economics
Hertzing College 1995 — 1996
Computer Programming
Centennial College 1994 — 1995
Business
Rosemount High School
High School degree
Mary Brown-Somerville's Mackenzie Financial Experience January 2010 - January 2011
Job PM at Long View Systems
Industry Information Technology and Services
Experience
Long View Systems August 2013 - Present
Realty Executives Experts Inc. January 2013 - Present
Long View Systems September 2013 - January 2014
Direct Energy May 2011 - October 2012
Mackenzie Financial January 2010 - January 2011
Bank of Montreal April 2009 - November 2009
Independent Consulting March 2008 - March 2009
Davis + Henderson May 2005 - April 2008
CGI September 2004 - May 2005
CGI June 2001 - September 2004
Skills
Windows 7 Implementation, Microsoft Office 2010, Desktop Infrastructure..., Office 2010, Desktop Environment, Upgrades, ITIL, Project Management, Disaster Recovery, Windows 7, Vendor Management, SDLC, Visio, SharePoint, Service Management, Management, IT Management, Requirements Analysis, PMO, BMC Remedy, IT Strategy, PMP, Integration, Solution Architecture, Business Process, Data Center, Business Analysis, Requirements Gathering, Enterprise Architecture, Business Process..., IT Service Management, Business Requirements, Governance, Service Delivery, Project Delivery, Outsourcing, Infrastructure, Agile Project Management, Resource Management, Technical Support, Software Documentation, Software Project..., Change Management, Business Process..., User Acceptance Testing, IT Operations, Systems Analysis, Process Improvement, Program Management, Information Technology
Education
Ontario Real Estate Association 2012 — 2013
Realtor License, Realty, Residential
Institute for Computer Studies 1998 — 1998
Networking and Internet Professional
McMaster University 1993 — 1996
B.Sc., Psychology
Long View Systems August 2013 - Present
Realty Executives Experts Inc. January 2013 - Present
Long View Systems September 2013 - January 2014
Direct Energy May 2011 - October 2012
Mackenzie Financial January 2010 - January 2011
Bank of Montreal April 2009 - November 2009
Independent Consulting March 2008 - March 2009
Davis + Henderson May 2005 - April 2008
CGI September 2004 - May 2005
CGI June 2001 - September 2004
Skills
Windows 7 Implementation, Microsoft Office 2010, Desktop Infrastructure..., Office 2010, Desktop Environment, Upgrades, ITIL, Project Management, Disaster Recovery, Windows 7, Vendor Management, SDLC, Visio, SharePoint, Service Management, Management, IT Management, Requirements Analysis, PMO, BMC Remedy, IT Strategy, PMP, Integration, Solution Architecture, Business Process, Data Center, Business Analysis, Requirements Gathering, Enterprise Architecture, Business Process..., IT Service Management, Business Requirements, Governance, Service Delivery, Project Delivery, Outsourcing, Infrastructure, Agile Project Management, Resource Management, Technical Support, Software Documentation, Software Project..., Change Management, Business Process..., User Acceptance Testing, IT Operations, Systems Analysis, Process Improvement, Program Management, Information Technology
Education
Ontario Real Estate Association 2012 — 2013
Realtor License, Realty, Residential
Institute for Computer Studies 1998 — 1998
Networking and Internet Professional
McMaster University 1993 — 1996
B.Sc., Psychology
Richard Farmer, MBA, MA, CIM Richard Farmer, MBA, MA, CIM's Mackenzie Financial Experience 1997 - 1998
Job Strategy & Operations Specialist
Industry Management Consulting
Experience
CPA (Illinois) May 2014 - Present
Metier Vietnam October 2011 - 2015
The Aga Khan Foundation, Canada July 2014 - October 2014
Inferenz Communications December 2008 - October 2011
Asia Case Research Centre, University of Hong Kong 2006 - 2009
Vincom Financial Group 2008 - 2008
If Asia Strategist Limited 2007 - 2008
Manulife Investments (Elliott & Page Ltd) 2002 - 2005
SunLife Financial 1998 - 2001
Mackenzie Financial 1997 - 1998
Skills
Strategy Development, Strategic Planning, Strategic Analysis, Business Strategy, Research, Operations Management, Operational Planning, Project Planning, Project Implementation, Management Consulting, Innovative Problem..., Problem Solving, Analysis, Emerging Markets, East Asia, Canada, Financial Sector, Wealth Management, International Project..., Entrepreneurship, Entrepreneurial..., Start-ups, Mutual Funds, Portfolio Management, CIM, Financial Services, Strategy, Business Process..., Risk Management, Competitive Analysis, Management, Corporate Finance, Leadership, Investments, Finance, Banking, Training
Education
University of Phoenix 2012 — 2013
Masters
The University of Hong Kong 2005 — 2006
MBA
University of Leeds 1999 — 2004
MA
Investment Funds Institute of Canada
University of Waterloo 1991 — 1997
BA
Ajax High School
Canadian Securities Institute
CPA (Illinois) May 2014 - Present
Metier Vietnam October 2011 - 2015
The Aga Khan Foundation, Canada July 2014 - October 2014
Inferenz Communications December 2008 - October 2011
Asia Case Research Centre, University of Hong Kong 2006 - 2009
Vincom Financial Group 2008 - 2008
If Asia Strategist Limited 2007 - 2008
Manulife Investments (Elliott & Page Ltd) 2002 - 2005
SunLife Financial 1998 - 2001
Mackenzie Financial 1997 - 1998
Skills
Strategy Development, Strategic Planning, Strategic Analysis, Business Strategy, Research, Operations Management, Operational Planning, Project Planning, Project Implementation, Management Consulting, Innovative Problem..., Problem Solving, Analysis, Emerging Markets, East Asia, Canada, Financial Sector, Wealth Management, International Project..., Entrepreneurship, Entrepreneurial..., Start-ups, Mutual Funds, Portfolio Management, CIM, Financial Services, Strategy, Business Process..., Risk Management, Competitive Analysis, Management, Corporate Finance, Leadership, Investments, Finance, Banking, Training
Education
University of Phoenix 2012 — 2013
Masters
The University of Hong Kong 2005 — 2006
MBA
University of Leeds 1999 — 2004
MA
Investment Funds Institute of Canada
University of Waterloo 1991 — 1997
BA
Ajax High School
Canadian Securities Institute
Barbara Walker Barbara Walker's Mackenzie Financial Experience August 2006 - February 2009
Job Sr. Director, Learning at Chartwell Retirement Residences
Industry Banking
Experience
Chartwell Retirement Residences September 2013 - Present
Impact Global Solutions November 2009 - Present
TD April 2013 - September 2013
TD Bank Group March 2012 - April 2013
TD Bank July 2010 - March 2012
Price Waterhouse Coopers February 2010 - July 2010
Logitech March 2009 - November 2009
Mackenzie Financial August 2006 - February 2009
Sun Life Financial April 2005 - August 2006
Impact Global Solutions December 2004 - June 2005
Skills
Workshop Facilitation, Cross-functional Team..., Leadership Development, Coaching, Training, Process Improvement, Needs Analysis, Instructional Design, Blended Learning, Strategic Planning, Securities, Mutual Funds, Wealth Management, Investment Advisory, AML, Compliance, Financial Services, Relationship Management, Vendor Relationships, HR Consulting, Knowledge Management, Project Management, Management Consulting, Enterprise Risk..., Leadership, Management, Strategy, Vendor Management, Employee Engagement, Change Management, Team Leadership, Consulting, Banking, Performance Management, Customer Service, Succession Planning, Recruiting, CRM, Risk Management, Program Management, Business Development, Organizational..., Talent Management
Education
CSI 2015 — 2015
Chief Compliance Officers Qualifying Exam, Regulatory
Georgian College 1994 — 1995
Communicative Disorders - Post Grad Programme
Brock University 1991 — 1994
BA, Linguistics
ACAMS
Certified Anti-Money Laundering Specialist (CAMS) - expected, Anti-Money Laundering, Anti-Terrorist Financing
CSI
Conduct and Practices Handbook
CSI
Canadian Securities Course
CSI
Professional Financial Planner (PFP)
Investment Funds Institute of Canada (IFIC)
Investment Funds in Canada
Chartwell Retirement Residences September 2013 - Present
Impact Global Solutions November 2009 - Present
TD April 2013 - September 2013
TD Bank Group March 2012 - April 2013
TD Bank July 2010 - March 2012
Price Waterhouse Coopers February 2010 - July 2010
Logitech March 2009 - November 2009
Mackenzie Financial August 2006 - February 2009
Sun Life Financial April 2005 - August 2006
Impact Global Solutions December 2004 - June 2005
Skills
Workshop Facilitation, Cross-functional Team..., Leadership Development, Coaching, Training, Process Improvement, Needs Analysis, Instructional Design, Blended Learning, Strategic Planning, Securities, Mutual Funds, Wealth Management, Investment Advisory, AML, Compliance, Financial Services, Relationship Management, Vendor Relationships, HR Consulting, Knowledge Management, Project Management, Management Consulting, Enterprise Risk..., Leadership, Management, Strategy, Vendor Management, Employee Engagement, Change Management, Team Leadership, Consulting, Banking, Performance Management, Customer Service, Succession Planning, Recruiting, CRM, Risk Management, Program Management, Business Development, Organizational..., Talent Management
Education
CSI 2015 — 2015
Chief Compliance Officers Qualifying Exam, Regulatory
Georgian College 1994 — 1995
Communicative Disorders - Post Grad Programme
Brock University 1991 — 1994
BA, Linguistics
ACAMS
Certified Anti-Money Laundering Specialist (CAMS) - expected, Anti-Money Laundering, Anti-Terrorist Financing
CSI
Conduct and Practices Handbook
CSI
Canadian Securities Course
CSI
Professional Financial Planner (PFP)
Investment Funds Institute of Canada (IFIC)
Investment Funds in Canada
Philip Burns's Mackenzie Financial Experience February 1994 - November 1994
Job Senior Manager, Regional Sales at HapagLloyd (America)
Industry Maritime
Experience
Hapag-Lloyd (America) June 2011 - Present
Hapag-Lloyd AG June 2005 - June 2011
Hapag Lloyd Gmbh January 2003 - June 2005
Hapag lloyd AG - Hamburg Headquarters 2003 - 2005
Hapag Lloyd America March 2001 - December 2002
Hapag Lloyd America June 1997 - March 2001
Montreal Shipping April 1996 - May 1997
Mackenzie Financial February 1994 - November 1994
Skills
Six Sigma, Analysis, ISO, Transportation, Shipping, Process Mapping, Process Improvement, International Business, International Trade, KPI, Forecasting, Business Process Mapping, Training, Change Management, Management, Program Management, Container, Business Process, Freight, Cross-functional Team..., Supply Chain Management, Logistics, Supply Chain, Freight Forwarding, International Logistics, Ports
Education
BMG 2010 — 2011
Lean Six Sigma Green Belt
Maine Maritime Academy 1995 — 1995
MSc, Maritime Management
Western University 1989 — 1992
BA, Economics
Handsworth 1983 — 1989
Hapag-Lloyd (America) June 2011 - Present
Hapag-Lloyd AG June 2005 - June 2011
Hapag Lloyd Gmbh January 2003 - June 2005
Hapag lloyd AG - Hamburg Headquarters 2003 - 2005
Hapag Lloyd America March 2001 - December 2002
Hapag Lloyd America June 1997 - March 2001
Montreal Shipping April 1996 - May 1997
Mackenzie Financial February 1994 - November 1994
Skills
Six Sigma, Analysis, ISO, Transportation, Shipping, Process Mapping, Process Improvement, International Business, International Trade, KPI, Forecasting, Business Process Mapping, Training, Change Management, Management, Program Management, Container, Business Process, Freight, Cross-functional Team..., Supply Chain Management, Logistics, Supply Chain, Freight Forwarding, International Logistics, Ports
Education
BMG 2010 — 2011
Lean Six Sigma Green Belt
Maine Maritime Academy 1995 — 1995
MSc, Maritime Management
Western University 1989 — 1992
BA, Economics
Handsworth 1983 — 1989
Neil Greisman's Mackenzie Financial Experience August 2008 - December 2008
Job Program/Project Manager, IT Architecture and Solutions | Implementing solutions to increase profits and market share
Industry Financial Services
Experience
Neil Greisman Consulting, Inc. June 2000 - Present
TD Securities December 2014 - May 2015
Apiary Investment Fund December 2012 - October 2014
Mackenzie Investments September 2011 - November 2012
TD Securities March 2010 - July 2011
Independent January 2009 - February 2010
Mackenzie Financial August 2008 - December 2008
Canadian Tire December 2006 - July 2008
International Financial Data Services February 2002 - November 2004
Single Store Solutions January 2000 - December 2001
Skills
Program Management, Strategic Planning, Strategy, Management Consulting, Business Strategy, PMO, IT Strategy, Business Process, Business Process..., Integration, Risk Management, Project Portfolio..., Process Improvement, Project Management, SDLC
Education
University of Waterloo 1980 — 1984
B. Math, Mathematics, Computer Science
Seneca College of Applied Arts and Technology 1978 — 1980
Coursework in Aviation & Flight Technology, Coursework in Computer Programming and Analysis
Neil Greisman Consulting, Inc. June 2000 - Present
TD Securities December 2014 - May 2015
Apiary Investment Fund December 2012 - October 2014
Mackenzie Investments September 2011 - November 2012
TD Securities March 2010 - July 2011
Independent January 2009 - February 2010
Mackenzie Financial August 2008 - December 2008
Canadian Tire December 2006 - July 2008
International Financial Data Services February 2002 - November 2004
Single Store Solutions January 2000 - December 2001
Skills
Program Management, Strategic Planning, Strategy, Management Consulting, Business Strategy, PMO, IT Strategy, Business Process, Business Process..., Integration, Risk Management, Project Portfolio..., Process Improvement, Project Management, SDLC
Education
University of Waterloo 1980 — 1984
B. Math, Mathematics, Computer Science
Seneca College of Applied Arts and Technology 1978 — 1980
Coursework in Aviation & Flight Technology, Coursework in Computer Programming and Analysis
Natalie Bisset's Mackenzie Financial Experience 2001 - 2004
Job Relationship Management and Business Development Professional
Industry Financial Services
Experience
BMO Nesbitt Burns August 2015 - Present
Independent Consultant September 2014 - September 2015
Ivey Alumni Association - Toronto Chapter Executive June 2013 - September 2014
Pivot Technology Solutions April 2011 - August 2013
Strathallen Capital Corporation June 2006 - March 2011
Western University September 2005 - June 2006
Mackenzie Financial 2001 - 2004
Skills
Investor Relations, Business Development, Investments, Private Equity, Corporate Finance, Finance, Venture Capital, Strategy, Entrepreneurship, Financial Analysis, Real Estate, Financial Modeling, Real Estate Development, Business Strategy, Mutual Funds, Due Diligence, Financial Structuring, Asset Management
Education
The University of Western Ontario - Richard Ivey School of Business 2004 — 2006
Master of Business Administration (M.B.A.), General Management, Finance, Entrepreneurship, Dean's List
University of Victoria 1996 — 2001
Bachelor, Economics, Business, with Distinction
BMO Nesbitt Burns August 2015 - Present
Independent Consultant September 2014 - September 2015
Ivey Alumni Association - Toronto Chapter Executive June 2013 - September 2014
Pivot Technology Solutions April 2011 - August 2013
Strathallen Capital Corporation June 2006 - March 2011
Western University September 2005 - June 2006
Mackenzie Financial 2001 - 2004
Skills
Investor Relations, Business Development, Investments, Private Equity, Corporate Finance, Finance, Venture Capital, Strategy, Entrepreneurship, Financial Analysis, Real Estate, Financial Modeling, Real Estate Development, Business Strategy, Mutual Funds, Due Diligence, Financial Structuring, Asset Management
Education
The University of Western Ontario - Richard Ivey School of Business 2004 — 2006
Master of Business Administration (M.B.A.), General Management, Finance, Entrepreneurship, Dean's List
University of Victoria 1996 — 2001
Bachelor, Economics, Business, with Distinction
Mudasser Shafique's Mackenzie Financial Experience January 2008 - Present
Job Senior Accounting Manager at Mackenzie Financial,Canada
Industry Financial Services
Experience
Mackenzie Financial January 2008 - Present
Education
Ryerson University 2004 — 2005
Mackenzie Financial January 2008 - Present
Education
Ryerson University 2004 — 2005
Andrea Hallett's Mackenzie Financial Experience Manager, Structured FundsSpectrum Investments1997 - 2002
Job AVP, Investments at Mackenzie Financial
Industry Investment Management
Experience
Mackenzie Financial Manager, Structured FundsSpectrum Investments1997 - 2002
Education
McMaster University 1991 — 1995
Mackenzie Financial Manager, Structured FundsSpectrum Investments1997 - 2002
Education
McMaster University 1991 — 1995
Luc Marois's Mackenzie Financial Experience January 2001 - December 2012
Job Sales professional
Industry Financial Services
Experience
Sentry Investments April 2013 - January 2015
Mackenzie Financial January 2001 - December 2012
Standard Life January 1999 - October 2001
ScotiaMcLeod 1997 - 1998
MD Management January 1991 - 1997
Skills
Investments, Mutual Funds, Wealth Management, Business Development, Financial Services, Practice management, Strategic Marketing..., Asset Allocation, Asset Management, Business Relationship..., Customer Service, Customer Engagement, Financial Advisory, Investment Strategies, Investment Advisory, Key Account..., Practice Management, Management, Strategic Financial..., Finance, Financial Planning, Sales, Portfolio Management, Manage Client..., Relationship Management, Long-term Customer...
Education
The Ultimate Communicator 2013 — 2013
The power of influence, Sales
Sequoia System International 2002 — 2002
Sequoia System for Wholesalers, Sales
IQPF 1995 — 1996
Senior Financial Planner, CPF
Dale Carnegie 1991 — 1991
Dale Carnegie Strategic presentation workshop, Sales
Concordia University 1971 — 1986
Bachelor in commerce, Accounting and Finance
Sentry Investments April 2013 - January 2015
Mackenzie Financial January 2001 - December 2012
Standard Life January 1999 - October 2001
ScotiaMcLeod 1997 - 1998
MD Management January 1991 - 1997
Skills
Investments, Mutual Funds, Wealth Management, Business Development, Financial Services, Practice management, Strategic Marketing..., Asset Allocation, Asset Management, Business Relationship..., Customer Service, Customer Engagement, Financial Advisory, Investment Strategies, Investment Advisory, Key Account..., Practice Management, Management, Strategic Financial..., Finance, Financial Planning, Sales, Portfolio Management, Manage Client..., Relationship Management, Long-term Customer...
Education
The Ultimate Communicator 2013 — 2013
The power of influence, Sales
Sequoia System International 2002 — 2002
Sequoia System for Wholesalers, Sales
IQPF 1995 — 1996
Senior Financial Planner, CPF
Dale Carnegie 1991 — 1991
Dale Carnegie Strategic presentation workshop, Sales
Concordia University 1971 — 1986
Bachelor in commerce, Accounting and Finance
Yassir Ahmed, PMP's Mackenzie Financial Experience January 2005 - December 2007
Job Sr. Technical Program Manager at Amazon
Industry Information Technology and Services
Experience
Amazon March 2015 - Present
Manulife Financial July 2012 - February 2015
Bank of Montreal February 2010 - July 2012
Rogers Communications December 2007 - December 2009
Mackenzie Financial January 2005 - December 2007
EnCana February 2003 - December 2004
Softech Systems / EFA Software February 1998 - November 2002
Skills
Program Management, Project Management, Vendor Management, Consulting, Infrastructure..., Solution Architecture, Systems Architecture, Software Project..., System Architecture, Enterprise Architecture, Software Development, ITIL, Integration, Change Management, Software Design, IT Strategy, Requirements Analysis, PMP, Disaster Recovery, Requirements Gathering, SDLC, IT Service Management, Web Services, SOA, Systems Analysis, Agile Project Management, Business Process..., Project Delivery, Visio, IT Management, Project Portfolio..., Business Process, Data Center, Cloud Computing, Architecture, Websphere, PMO, Agile Methodologies, Business Intelligence, Business Analysis
Education
National University of Computer and Emerging Sciences 1995 — 1997
BCS, Computer Sciences
Amazon March 2015 - Present
Manulife Financial July 2012 - February 2015
Bank of Montreal February 2010 - July 2012
Rogers Communications December 2007 - December 2009
Mackenzie Financial January 2005 - December 2007
EnCana February 2003 - December 2004
Softech Systems / EFA Software February 1998 - November 2002
Skills
Program Management, Project Management, Vendor Management, Consulting, Infrastructure..., Solution Architecture, Systems Architecture, Software Project..., System Architecture, Enterprise Architecture, Software Development, ITIL, Integration, Change Management, Software Design, IT Strategy, Requirements Analysis, PMP, Disaster Recovery, Requirements Gathering, SDLC, IT Service Management, Web Services, SOA, Systems Analysis, Agile Project Management, Business Process..., Project Delivery, Visio, IT Management, Project Portfolio..., Business Process, Data Center, Cloud Computing, Architecture, Websphere, PMO, Agile Methodologies, Business Intelligence, Business Analysis
Education
National University of Computer and Emerging Sciences 1995 — 1997
BCS, Computer Sciences
Darshit Majmudar's Mackenzie Financial Experience December 2004 - December 2010
Job Software Developer at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments January 2011 - Present
Mackenzie Financial December 2004 - December 2010
Mackenzie Financial 2002 - December 2004
Reliance Industries 1995 - 1999
Skills
Software Documentation, User Acceptance Testing, Talent Acquisition, Business Requirements, Requirements Gathering, Vendor Management, Visio, Business Analysis, Analysis, Software Project..., Systems Analysis
Education
Maharaja Sayajirao University 1987 — 1993
GSFC
Mackenzie Investments January 2011 - Present
Mackenzie Financial December 2004 - December 2010
Mackenzie Financial 2002 - December 2004
Reliance Industries 1995 - 1999
Skills
Software Documentation, User Acceptance Testing, Talent Acquisition, Business Requirements, Requirements Gathering, Vendor Management, Visio, Business Analysis, Analysis, Software Project..., Systems Analysis
Education
Maharaja Sayajirao University 1987 — 1993
GSFC
Todd Krauser's Mackenzie Financial Experience October 2000 - May 2006
Job Institutional Equity Sales RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets April 2011 - Present
RBC Capital Markets April 2008 - April 2011
RBC Capital Markets July 2007 - April 2008
Mackenzie Financial October 2000 - May 2006
Skills
Equities, Derivatives
Education
The University of Western Ontario - Richard Ivey School of Business 2006 — 2007
MBA
University of Toronto 1991 — 1996
BPHE
RBC Capital Markets April 2011 - Present
RBC Capital Markets April 2008 - April 2011
RBC Capital Markets July 2007 - April 2008
Mackenzie Financial October 2000 - May 2006
Skills
Equities, Derivatives
Education
The University of Western Ontario - Richard Ivey School of Business 2006 — 2007
MBA
University of Toronto 1991 — 1996
BPHE
Shariq Zameer (PMP)'s Mackenzie Financial Experience 2000 - 2007
Job Technology Solution Architect
Industry Financial Services
Experience
Diebold February 2012 - Present
RBC June 2010 - Present
Brookfield Corporate Operations September 2011 - February 2012
Sunlife financial January 2011 - June 2011
RBC January 2008 - January 2011
Mackenzie Financial 2000 - 2007
Skills
CRM, Cloud Computing, SharePoint, Data Migration, Management, SDLC, Banking, Project Management, .NET, Infrastructure, Leadership, Project Portfolio..., IT Strategy, PMO, Requirements Analysis, Vendor Management, ITIL, Software Project..., PMP, Integration, Enterprise Architecture, Solution Architecture, IT Service Management, Stakeholder Management, Service Delivery, Data Center, SQL, Financial Services, Microsoft SQL Server, Data Warehousing, Team Management, Databases, Project Delivery, Requirements Gathering, Business Analysis, Budget Forecasts, Budget Monitoring, Budget Process, Business Process, Business Requirements, IT Management, Information Technology, Resource Management, Project Estimation, Project Planning, Resource Allocation, MS Project
Education
Ryerson University 2002 — 2004
Bachelor's degree, Information Technology Management
Diebold February 2012 - Present
RBC June 2010 - Present
Brookfield Corporate Operations September 2011 - February 2012
Sunlife financial January 2011 - June 2011
RBC January 2008 - January 2011
Mackenzie Financial 2000 - 2007
Skills
CRM, Cloud Computing, SharePoint, Data Migration, Management, SDLC, Banking, Project Management, .NET, Infrastructure, Leadership, Project Portfolio..., IT Strategy, PMO, Requirements Analysis, Vendor Management, ITIL, Software Project..., PMP, Integration, Enterprise Architecture, Solution Architecture, IT Service Management, Stakeholder Management, Service Delivery, Data Center, SQL, Financial Services, Microsoft SQL Server, Data Warehousing, Team Management, Databases, Project Delivery, Requirements Gathering, Business Analysis, Budget Forecasts, Budget Monitoring, Budget Process, Business Process, Business Requirements, IT Management, Information Technology, Resource Management, Project Estimation, Project Planning, Resource Allocation, MS Project
Education
Ryerson University 2002 — 2004
Bachelor's degree, Information Technology Management
Seema Sisodia's Mackenzie Financial Experience March 2000 - June 2007
Job Computer Software Professional
Industry Computer Software
Experience
Mackenzie Financial March 2000 - June 2007
Geometric 1997 - 2000
Geometric Software January 1997 - December 1999
Aftek 1996 - 1997
Education
University of Pune 1991 — 1997
MCS
Modern College 1989 — 1996
BCS, computers
Modern College 1991 — 1994
BCS, computers
Modern School 1991 — 1994
bcs, Computers
SICA, Indore 1987 — 1988
9
Mackenzie Financial March 2000 - June 2007
Geometric 1997 - 2000
Geometric Software January 1997 - December 1999
Aftek 1996 - 1997
Education
University of Pune 1991 — 1997
MCS
Modern College 1989 — 1996
BCS, computers
Modern College 1991 — 1994
BCS, computers
Modern School 1991 — 1994
bcs, Computers
SICA, Indore 1987 — 1988
9
Rose De Veyra's Mackenzie Financial Experience October 1999 - October 2007
Job Manager, Learning Initiatives at Toronto Region Immigrant Employment Council
Industry Human Resources
Experience
Toronto Region Immigrant Employment Council (TRIEC) September 2011 - Present
Toronto Region Immigrant Employment Council (TRIEC) September 2010 - September 2011
Mackenzie Investments November 2007 - August 2010
Mackenzie Financial October 1999 - October 2007
Skills
Workshop Facilitation, Coaching, Performance Consulting, Cultural Sensitivity, Business Process..., Program Development, Program Evaluation, Instructional Design, Instructional Technology, Learning Management..., Employee Engagement, Development Of Employees, Cultural Diversity, Leadership Development, Performance Management, Change Management, Talent Management, Leadership, Organizational..., Staff Development, Training, Management, Blended Learning, Strategic Planning, Training Delivery, Needs Analysis, Employee Training, Career Development, Organizational Learning, Policy, Learning Management, E-Learning, Diversity & Inclusion, Organizational..., Training Facilitation, ADDIE, Executive Coaching, Adult Education, Management Development, Program Facilitation, Program Management, Job Coaching, Conflict Resolution, Career Counseling, Workforce Planning, Instructor-led Training, Culture Change, Diversity Training, Public Speaking
Education
Ryerson University 2003 — 2007
CHRM
University of Toronto - Ontario Institute for Studies in Education 2001 — 2002
University of the Philippines 1980 — 1984
BA Communication
University of the Philippines 1973 — 1984
Toronto Region Immigrant Employment Council (TRIEC) September 2011 - Present
Toronto Region Immigrant Employment Council (TRIEC) September 2010 - September 2011
Mackenzie Investments November 2007 - August 2010
Mackenzie Financial October 1999 - October 2007
Skills
Workshop Facilitation, Coaching, Performance Consulting, Cultural Sensitivity, Business Process..., Program Development, Program Evaluation, Instructional Design, Instructional Technology, Learning Management..., Employee Engagement, Development Of Employees, Cultural Diversity, Leadership Development, Performance Management, Change Management, Talent Management, Leadership, Organizational..., Staff Development, Training, Management, Blended Learning, Strategic Planning, Training Delivery, Needs Analysis, Employee Training, Career Development, Organizational Learning, Policy, Learning Management, E-Learning, Diversity & Inclusion, Organizational..., Training Facilitation, ADDIE, Executive Coaching, Adult Education, Management Development, Program Facilitation, Program Management, Job Coaching, Conflict Resolution, Career Counseling, Workforce Planning, Instructor-led Training, Culture Change, Diversity Training, Public Speaking
Education
Ryerson University 2003 — 2007
CHRM
University of Toronto - Ontario Institute for Studies in Education 2001 — 2002
University of the Philippines 1980 — 1984
BA Communication
University of the Philippines 1973 — 1984
Jeff Micallef's Mackenzie Financial Experience January 2006 - September 2007
Job Independent Contractor at SDC Network Consulting Inc.
Industry Law Practice
Experience
SDC Network Consulting Inc. February 2014 - Present
Dentons October 2012 - Present
Bank of Montreal March 2011 - October 2012
BDO DUNWOODY LLP September 2007 - May 2011
Mackenzie Financial January 2006 - September 2007
Moneris Solutions January 2005 - January 2006
EMC 2000 - 2006
Mercer HR January 2000 - January 2004
Skills
Disaster Recovery, VMware, Active Directory, Windows Server, Virtualization, ITIL, Unix, Servers, Microsoft Exchange, Microsoft SQL Server, Visio, VMware ESX, SAN, EMC Storage, HP Server Hardware, HP SIM, Microsoft Cluster, Fibre Channel, iSCSI, Citrx, Hyper-V, SCOM, SCCM, Cisco UCS, Storage, Infrastructure, Enterprise Architecture, Citrix, Storage Area Networks, VMware Infrastructure, Blackberry Enterprise..., Data Center, High Availability, Management, Powershell
Education
Centennial College 1994 — 1996
SDC Network Consulting Inc. February 2014 - Present
Dentons October 2012 - Present
Bank of Montreal March 2011 - October 2012
BDO DUNWOODY LLP September 2007 - May 2011
Mackenzie Financial January 2006 - September 2007
Moneris Solutions January 2005 - January 2006
EMC 2000 - 2006
Mercer HR January 2000 - January 2004
Skills
Disaster Recovery, VMware, Active Directory, Windows Server, Virtualization, ITIL, Unix, Servers, Microsoft Exchange, Microsoft SQL Server, Visio, VMware ESX, SAN, EMC Storage, HP Server Hardware, HP SIM, Microsoft Cluster, Fibre Channel, iSCSI, Citrx, Hyper-V, SCOM, SCCM, Cisco UCS, Storage, Infrastructure, Enterprise Architecture, Citrix, Storage Area Networks, VMware Infrastructure, Blackberry Enterprise..., Data Center, High Availability, Management, Powershell
Education
Centennial College 1994 — 1996
Alex Dolnycky's Mackenzie Financial Experience August 2007 - July 2008
Job Unix Administrator at TD
Industry Banking
Experience
TD March 2012 - October 2012
CGI August 2008 - January 2012
Mackenzie Financial August 2007 - July 2008
CGI 2002 - 2007
Purolator Courier November 2000 - November 2002
AECL January 1998 - November 2000
IBM January 1997 - January 1998
Alphanet January 1996 - January 1997
UUNET January 1995 - January 1996
Lotus Development January 1993 - January 1995
Skills
ITIL, Unix, Virtualization, AIX, Solaris, Solution Architecture, Linux, Enterprise Architecture, System Administration, VMware, Security, Requirements Analysis, TCP/IP, Integration, Oracle
Education
McGill University 1970 — 1975
B. Eng., Mechanical
TD March 2012 - October 2012
CGI August 2008 - January 2012
Mackenzie Financial August 2007 - July 2008
CGI 2002 - 2007
Purolator Courier November 2000 - November 2002
AECL January 1998 - November 2000
IBM January 1997 - January 1998
Alphanet January 1996 - January 1997
UUNET January 1995 - January 1996
Lotus Development January 1993 - January 1995
Skills
ITIL, Unix, Virtualization, AIX, Solaris, Solution Architecture, Linux, Enterprise Architecture, System Administration, VMware, Security, Requirements Analysis, TCP/IP, Integration, Oracle
Education
McGill University 1970 — 1975
B. Eng., Mechanical
Bart Kozakiewicz, MBA, PMP's Mackenzie Financial Experience September 2005 - February 2006
Job at ADP Canada
Industry Telecommunications
Experience
ADP April 2015 - Present
Rogers Communications May 2014 - April 2015
Rogers Communications October 2012 - September 2014
Rogers Communications September 2011 - October 2012
Rogers Communications December 2009 - September 2011
Rogers Communications Inc. April 2008 - December 2009
City of Mississauga February 2006 - September 2006
City of Mississauga October 1998 - September 2006
Mackenzie Financial September 2005 - February 2006
Skills
Business Development, Project Management, Communication, Program Implementation, Strategy, Program Management, Leadership, Customer Experience, Strategic Planning, CRM, Management, PMP, Sales, Competitive Analysis, Cross-functional Team..., Vendor Management
Education
Ryerson University 2006 — 2007
MBA, International Business
University of Toronto Mississauga 2000 — 2005
H.Ba, Economics and Industrial Relations
ADP April 2015 - Present
Rogers Communications May 2014 - April 2015
Rogers Communications October 2012 - September 2014
Rogers Communications September 2011 - October 2012
Rogers Communications December 2009 - September 2011
Rogers Communications Inc. April 2008 - December 2009
City of Mississauga February 2006 - September 2006
City of Mississauga October 1998 - September 2006
Mackenzie Financial September 2005 - February 2006
Skills
Business Development, Project Management, Communication, Program Implementation, Strategy, Program Management, Leadership, Customer Experience, Strategic Planning, CRM, Management, PMP, Sales, Competitive Analysis, Cross-functional Team..., Vendor Management
Education
Ryerson University 2006 — 2007
MBA, International Business
University of Toronto Mississauga 2000 — 2005
H.Ba, Economics and Industrial Relations
Glenn Scissons's Mackenzie Financial Experience 1999 - 2001
Job Financial Advisor at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management 2001 - Present
Mackenzie Financial 1999 - 2001
State Street 1997 - 1999
Skills
Equities, Insurance, Analysis, Mutual Funds, Fixed Income, Strategic Planning, Derivatives, Finance, Holistic Financial..., Estate Planning, Investment Portfolio..., Cash Management, Public Speaking, Strategy, Financial Advisory, Wealth Preservation..., Intergenerational..., Wealth Accumulation..., Multi-generational..., college ed, Group Benefit Plans, Group Insurance
Education
University of Ottawa 1993 — 1997
Bachelor of Commerce (Honours), Finance & Marketing
Assante Wealth Management 2001 - Present
Mackenzie Financial 1999 - 2001
State Street 1997 - 1999
Skills
Equities, Insurance, Analysis, Mutual Funds, Fixed Income, Strategic Planning, Derivatives, Finance, Holistic Financial..., Estate Planning, Investment Portfolio..., Cash Management, Public Speaking, Strategy, Financial Advisory, Wealth Preservation..., Intergenerational..., Wealth Accumulation..., Multi-generational..., college ed, Group Benefit Plans, Group Insurance
Education
University of Ottawa 1993 — 1997
Bachelor of Commerce (Honours), Finance & Marketing
Cristian Bojinca's Mackenzie Financial Experience June 2008 - June 2014
Job Enterprise Architect at TMX Group
Industry Financial Services
Experience
TMX Group June 2014 - Present
Mackenzie Financial June 2008 - June 2014
INTRIA Items Inc. September 2005 - June 2008
BearingPoint Consulting June 2004 - October 2005
Scotiabank January 2002 - June 2004
Veredex Inc. March 1999 - January 2002
Bucharest International Airport September 1992 - February 1999
Skills
Enterprise Architecture, Integration, SOA, System Architecture, Java Enterprise Edition, Management, Application Architecture, Architecture Frameworks, SDLC, Architectures, RUP, Governance, Business Analysis, Web Services, Solution Architecture, Leadership, Architecture, Requirements Analysis, Business Requirements, Software Development, Enterprise Software, Systems Analysis, IT Strategy, Strategy, Requirements Gathering, Business Intelligence, Change Management, Business Architecture, Websphere, Data Warehousing, IT Management, IT Service Management, Performance Management, Capacity Management, Budgets, UML, TOGAF, Disaster Recovery, Architectural Design, Software Project..., Data Modeling, Vendor Management, ITIL, Budget Preparation, Technical Project..., IT Outsourcing, IT Risk Management, Archimate, Oracle, Business Process
Education
1986 — 1991
Bachelor, Computer Science
TMX Group June 2014 - Present
Mackenzie Financial June 2008 - June 2014
INTRIA Items Inc. September 2005 - June 2008
BearingPoint Consulting June 2004 - October 2005
Scotiabank January 2002 - June 2004
Veredex Inc. March 1999 - January 2002
Bucharest International Airport September 1992 - February 1999
Skills
Enterprise Architecture, Integration, SOA, System Architecture, Java Enterprise Edition, Management, Application Architecture, Architecture Frameworks, SDLC, Architectures, RUP, Governance, Business Analysis, Web Services, Solution Architecture, Leadership, Architecture, Requirements Analysis, Business Requirements, Software Development, Enterprise Software, Systems Analysis, IT Strategy, Strategy, Requirements Gathering, Business Intelligence, Change Management, Business Architecture, Websphere, Data Warehousing, IT Management, IT Service Management, Performance Management, Capacity Management, Budgets, UML, TOGAF, Disaster Recovery, Architectural Design, Software Project..., Data Modeling, Vendor Management, ITIL, Budget Preparation, Technical Project..., IT Outsourcing, IT Risk Management, Archimate, Oracle, Business Process
Education
1986 — 1991
Bachelor, Computer Science
Scott Overton's Mackenzie Financial Experience July 1998 - Present
Job IT at Mackenzie Financial
Industry Financial Services
Experience
Mackenzie Financial July 1998 - Present
Education
Ryerson University 1988 — 1993
Mackenzie Financial July 1998 - Present
Education
Ryerson University 1988 — 1993
Costas Theophilos, PMP's Mackenzie Financial Experience April 2008 - January 2009
Job Director, IM/IT Projects at Courts Administration Service
Industry Information Technology and Services
Experience
Courts Administration Service September 2014 - Present
Department of Natural Resouces May 2011 - September 2014
Government of Canada January 2009 - October 2011
Mackenzie Financial April 2008 - January 2009
Dell December 2006 - April 2008
Bell Sympatico September 2005 - September 2006
Bell Sympatico January 2000 - September 2005
Skills
Project Management, Business Analysis, Management, Team Leadership, Vendor Management, Program Management, Process Improvement, Telecommunications, Software Documentation, Analysis
Education
CDI College 1999 — 2000
Computer Programming, Computer Programming
Carleton University
Courts Administration Service September 2014 - Present
Department of Natural Resouces May 2011 - September 2014
Government of Canada January 2009 - October 2011
Mackenzie Financial April 2008 - January 2009
Dell December 2006 - April 2008
Bell Sympatico September 2005 - September 2006
Bell Sympatico January 2000 - September 2005
Skills
Project Management, Business Analysis, Management, Team Leadership, Vendor Management, Program Management, Process Improvement, Telecommunications, Software Documentation, Analysis
Education
CDI College 1999 — 2000
Computer Programming, Computer Programming
Carleton University
Carl Mustos's Mackenzie Financial Experience 1999 - 2007
Job President at IA Clarington Investments
Industry Investment Management
Experience
IA Clarington Investments March 2015 - Present
IA Clarington May 2007 - March 2015
Mackenzie Financial 1999 - 2007
Global Strategy Financial Inc. March 1993 - May 1999
Education
Boeki Kenshu Centre 1990 — 1991
International Studies
McMaster University 1989 — 1990
MBA, International Business
McMaster University 1984 — 1988
B.Comm
IA Clarington Investments March 2015 - Present
IA Clarington May 2007 - March 2015
Mackenzie Financial 1999 - 2007
Global Strategy Financial Inc. March 1993 - May 1999
Education
Boeki Kenshu Centre 1990 — 1991
International Studies
McMaster University 1989 — 1990
MBA, International Business
McMaster University 1984 — 1988
B.Comm
Andy Wadden's Mackenzie Financial Experience April 2011 - August 2011
Job Virtualization Consultant at MGS Ontario Provincial Government
Industry Information Technology and Services
Experience
MGS - Ontario Provincial Government September 2011 - Present
ADH Technology Inc October 2004 - Present
Mackenzie Financial April 2011 - August 2011
Soroc Technology October 2009 - November 2010
TD Bank Group September 2008 - July 2009
SSHA - Smart Systems Health Agency July 2008 - September 2008
Maple Leaf Foods July 2007 - March 2008
MSB/SSB 2000 - 2000
Skills
VMware, Virtualization, Network Infrastructure..., Information Technology, VMware Infrastructure, VMware View, Network Engineering, Storage Virtualization, Datacenter..., Data Center, SAN, Integration, Citrix, CCNA, VMware ESX
Education
Humber College
Computer Engineering
MGS - Ontario Provincial Government September 2011 - Present
ADH Technology Inc October 2004 - Present
Mackenzie Financial April 2011 - August 2011
Soroc Technology October 2009 - November 2010
TD Bank Group September 2008 - July 2009
SSHA - Smart Systems Health Agency July 2008 - September 2008
Maple Leaf Foods July 2007 - March 2008
MSB/SSB 2000 - 2000
Skills
VMware, Virtualization, Network Infrastructure..., Information Technology, VMware Infrastructure, VMware View, Network Engineering, Storage Virtualization, Datacenter..., Data Center, SAN, Integration, Citrix, CCNA, VMware ESX
Education
Humber College
Computer Engineering
Chenai Ndemera's Mackenzie Financial Experience December 2006 - June 2008
Job Client Representative at Virtual Brokers
Industry Financial Services
Experience
Virtual Brokers December 2012 - Present
Nexa Technologies July 2008 - October 2012
Mackenzie Financial December 2006 - June 2008
Skills
Equities, Trading Systems, Options, Electronic Trading, Trading, Equity Trading, Financial Markets, Capital Markets, Market Data, Securities, Strategic Financial..., Investments, Mutual Funds, Relationship Management, Fixed Income, FINRA
Education
California State University Stanislaus 2004 — 2005
B.Sc., Business Administration - Finance
California State University, Fresno 2003 — 2004
N/A, Business Administration
High School
Virtual Brokers December 2012 - Present
Nexa Technologies July 2008 - October 2012
Mackenzie Financial December 2006 - June 2008
Skills
Equities, Trading Systems, Options, Electronic Trading, Trading, Equity Trading, Financial Markets, Capital Markets, Market Data, Securities, Strategic Financial..., Investments, Mutual Funds, Relationship Management, Fixed Income, FINRA
Education
California State University Stanislaus 2004 — 2005
B.Sc., Business Administration - Finance
California State University, Fresno 2003 — 2004
N/A, Business Administration
High School
Carlo DiLalla, MBA, CFA's Mackenzie Financial Experience October 2004 - March 2006
Job VP Fixed Income at CIBC Global Asset Management
Industry Investment Management
Experience
CIBC Global Asset Management July 2012 - Present
Mercer Investments August 2007 - July 2012
Watson Wyatt Investment Consulting June 2006 - August 2007
Mackenzie Financial October 2004 - March 2006
Royal & SunAlliance Investments October 2000 - September 2004
TD Trust/TD Asset Management December 1995 - October 2000
Skills
Fixed Income, Asset Allocation, Asset Managment, Financial Markets, Capital Markets, Mutual Funds, Alternative Investments, Investment Management, Investment Strategies, Wealth Management, Portfolio Management, Hedge Funds, Investments, Bloomberg, Equities, Bonds, Investment Advisory, Options, Derivatives, Asset Management, Valuation, Institutional..., Trading, Financial Modeling, Pensions, Investment Banking, Securities, FX Options, Equity Research
Education
Niagara University 2000 — 2002
MBA, Business
Concordia University 1991 — 1994
BComm., Finance
Loyola High School
CIBC Global Asset Management July 2012 - Present
Mercer Investments August 2007 - July 2012
Watson Wyatt Investment Consulting June 2006 - August 2007
Mackenzie Financial October 2004 - March 2006
Royal & SunAlliance Investments October 2000 - September 2004
TD Trust/TD Asset Management December 1995 - October 2000
Skills
Fixed Income, Asset Allocation, Asset Managment, Financial Markets, Capital Markets, Mutual Funds, Alternative Investments, Investment Management, Investment Strategies, Wealth Management, Portfolio Management, Hedge Funds, Investments, Bloomberg, Equities, Bonds, Investment Advisory, Options, Derivatives, Asset Management, Valuation, Institutional..., Trading, Financial Modeling, Pensions, Investment Banking, Securities, FX Options, Equity Research
Education
Niagara University 2000 — 2002
MBA, Business
Concordia University 1991 — 1994
BComm., Finance
Loyola High School
David Burbach's Mackenzie Financial Experience January 2009 - June 2013
Job Partner of YTM Capital Asset Management Ltd.
Industry Financial Services
Experience
YTM Capital Asset Management Ltd. July 2013 - Present
Mackenzie Financial January 2009 - June 2013
Fidelity Investments Canada ULC 1996 - January 2009
Blake, Cassels & Graydon LLP 1994 - 1995
Trinity College, University of Toronto 1992 - 1994
Skills
Contract Negotiation, Strategic Planning, Securities, Securities Regulation, Risk Management, Mergers, Financial Services, Pensions, Capital Markets, Mutual Funds, Corporate Governance, Investment Advisory, Corporate Law, Negotiation, Intellectual Property, Commercial Litigation, Derivatives, Hedge Funds, Asset Management, Employment Law, Executive Management, Investments, Private Equity, Mergers & Acquisitions, Corporate Finance, Due Diligence, Venture Capital, AML, Privacy Law, Private Placements, Wealth Management
Education
Canadian Securities Institute
Chartered Investment Manager
Niagara Institute, Centre for Creative Leadership
Leadership Development Porgram
University of Toronto 1991 — 1994
LL.B
The University of Western Ontario - Richard Ivey School of Business 1987 — 1991
HBA
YTM Capital Asset Management Ltd. July 2013 - Present
Mackenzie Financial January 2009 - June 2013
Fidelity Investments Canada ULC 1996 - January 2009
Blake, Cassels & Graydon LLP 1994 - 1995
Trinity College, University of Toronto 1992 - 1994
Skills
Contract Negotiation, Strategic Planning, Securities, Securities Regulation, Risk Management, Mergers, Financial Services, Pensions, Capital Markets, Mutual Funds, Corporate Governance, Investment Advisory, Corporate Law, Negotiation, Intellectual Property, Commercial Litigation, Derivatives, Hedge Funds, Asset Management, Employment Law, Executive Management, Investments, Private Equity, Mergers & Acquisitions, Corporate Finance, Due Diligence, Venture Capital, AML, Privacy Law, Private Placements, Wealth Management
Education
Canadian Securities Institute
Chartered Investment Manager
Niagara Institute, Centre for Creative Leadership
Leadership Development Porgram
University of Toronto 1991 — 1994
LL.B
The University of Western Ontario - Richard Ivey School of Business 1987 — 1991
HBA
Richard Childs's Mackenzie Financial Experience September 1999 - January 2003
Job An articulate, disciplined, teamoriented leader with strong experience in Account Management.
Industry Marketing and Advertising
Experience
Squareknot February 2010 - Present
Carlson Marketing Canada February 2007 - December 2009
Carlson Marketing Group January 2007 - October 2009
InField Marketing Group September 2005 - January 2007
MyThum Interactive September 2004 - May 2005
Uptown Sports Management April 2003 - September 2004
Mackenzie Financial September 1999 - January 2003
Education
George Brown College 2003 — 2003
Sport and Event Marketing Program, : Marketing Management, Online Marketing, Sponsorship, Fundraising, Advertising PR & DM
Carleton University 1996 — 2000
BA, Sociology/Anthropology
Squareknot February 2010 - Present
Carlson Marketing Canada February 2007 - December 2009
Carlson Marketing Group January 2007 - October 2009
InField Marketing Group September 2005 - January 2007
MyThum Interactive September 2004 - May 2005
Uptown Sports Management April 2003 - September 2004
Mackenzie Financial September 1999 - January 2003
Education
George Brown College 2003 — 2003
Sport and Event Marketing Program, : Marketing Management, Online Marketing, Sponsorship, Fundraising, Advertising PR & DM
Carleton University 1996 — 2000
BA, Sociology/Anthropology
Kevin Hurlburt's Mackenzie Financial Experience November 1993 - December 2010
Job Executive Vice President, Products and Services at Investment Planning Counsel
Industry Financial Services
Experience
Investment Planning Counsel January 2011 - Present
Mackenzie Financial November 1993 - December 2010
Skills
Mutual Funds, Investments, Financial Services, Investment Advisory, Asset Management, Investment Strategies, Wealth Management, Retirement Planning, Securities, Relationship Management, Retirement, Portfolio Management, Strategic Financial..., Asset Allocation, Equities, Insurance
Education
University of Toronto - Rotman School of Management 1998 — 2001
MBA
Queen's University 1989 — 1993
B.A. (Hons), Economics, Film Studies
Investment Planning Counsel January 2011 - Present
Mackenzie Financial November 1993 - December 2010
Skills
Mutual Funds, Investments, Financial Services, Investment Advisory, Asset Management, Investment Strategies, Wealth Management, Retirement Planning, Securities, Relationship Management, Retirement, Portfolio Management, Strategic Financial..., Asset Allocation, Equities, Insurance
Education
University of Toronto - Rotman School of Management 1998 — 2001
MBA
Queen's University 1989 — 1993
B.A. (Hons), Economics, Film Studies
Sharon Carty's Mackenzie Financial Experience May 1987 - Present
Job Assistant Vice President Training & Development at Mackenzie Financial
Industry Financial Services
Experience
Mackenzie Financial May 1987 - Present
Education
Ryerson University
BBM, Business Marketing Management
University of San Francisco
Mackenzie Financial May 1987 - Present
Education
Ryerson University
BBM, Business Marketing Management
University of San Francisco
Irene Lee, CFA's Mackenzie Financial Experience 2003 - 2006
Job Director at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies January 2008 - Present
Mackenzie financial 2003 - 2006
Mackenzie financial 2003 - 2006
Skills
Hedge Funds, Accounting, Alternative Investments, Fixed Income, US GAAP, Derivatives, Equities
Education
The Chinese University of Hong Kong
Bachelor of Business Administration
SS&C Technologies January 2008 - Present
Mackenzie financial 2003 - 2006
Mackenzie financial 2003 - 2006
Skills
Hedge Funds, Accounting, Alternative Investments, Fixed Income, US GAAP, Derivatives, Equities
Education
The Chinese University of Hong Kong
Bachelor of Business Administration
Min Ah Lee's Mackenzie Financial Experience May 2007 - Present
Job Student at University of Rochester
Industry Accounting
Experience
Mackenzie Financial May 2007 - Present
Deloitte July 2007 - August 2008
Goldman Sachs February 2005 - June 2007
Education
University of Rochester 2008 — 2012
Mackenzie Financial May 2007 - Present
Deloitte July 2007 - August 2008
Goldman Sachs February 2005 - June 2007
Education
University of Rochester 2008 — 2012
John Papoula's Mackenzie Financial Experience July 1996 - November 2011
Job Senior Software Developer at B2B Bank
Industry Financial Services
Experience
B2B Bank November 2011 - Present
JAD 2000 - April 2012
Mackenzie Financial July 1996 - November 2011
Midland Walwyn May 1994 - July 1996
Finsco Financial September 1992 - April 1994
Gamma North Peel Laboratory 1987 - 1992
Skills
Mutual Funds, Securities, Wealth Management, Business Analysis, SQL, Java, Oracle SQL, SDLC, Asset Management, Fixed Income, Back Office, Financial Services, Investments, Requirements Gathering, Equities, Portfolio Management, DB2, Visio, User Acceptance Testing, Trading Systems, Business Requirements, Vendor Management, Requirements Analysis, Risk Management
Education
George Brown College 1984 — 1986
Diploma, Business, Data Processing
B2B Bank November 2011 - Present
JAD 2000 - April 2012
Mackenzie Financial July 1996 - November 2011
Midland Walwyn May 1994 - July 1996
Finsco Financial September 1992 - April 1994
Gamma North Peel Laboratory 1987 - 1992
Skills
Mutual Funds, Securities, Wealth Management, Business Analysis, SQL, Java, Oracle SQL, SDLC, Asset Management, Fixed Income, Back Office, Financial Services, Investments, Requirements Gathering, Equities, Portfolio Management, DB2, Visio, User Acceptance Testing, Trading Systems, Business Requirements, Vendor Management, Requirements Analysis, Risk Management
Education
George Brown College 1984 — 1986
Diploma, Business, Data Processing
Harry Sehra's Mackenzie Financial Experience Assistant ManagerB2B Bank2000 - Present
Job Assistant Manager, Operations Relationships
Industry Financial Services
Experience
Mackenzie Financial Assistant ManagerB2B Bank2000 - Present
MRS Inc 1993 - Present
Skills
Investments, Wealth Management, Mutual Funds, Strategic Financial..., Equities, Segregated Funds
Education
Seneca College of Applied Arts and Technology
Mackenzie Financial Assistant ManagerB2B Bank2000 - Present
MRS Inc 1993 - Present
Skills
Investments, Wealth Management, Mutual Funds, Strategic Financial..., Equities, Segregated Funds
Education
Seneca College of Applied Arts and Technology
Scott Laskey's Mackenzie Financial Experience June 2010 - November 2011
Job Accountant at Ontario Securities Commission
Industry Investment Management
Experience
Ontario Securities Commission February 2012 - Present
Mackenzie Financial June 2010 - November 2011
Northern Rivers Capital Management Inc. October 2005 - February 2010
Skills
Mutual Funds, Securities, Securities Regulation
Education
University of Oxford 1991 — 1996
BA, Chemistry
Ontario Securities Commission February 2012 - Present
Mackenzie Financial June 2010 - November 2011
Northern Rivers Capital Management Inc. October 2005 - February 2010
Skills
Mutual Funds, Securities, Securities Regulation
Education
University of Oxford 1991 — 1996
BA, Chemistry
Aimin Zhou's Mackenzie Financial Experience October 2011 - Present
Job Portfolio Analyst at Mackenzie Financial
Industry Accounting
Experience
Mackenzie Financial October 2011 - Present
Mackenzie Financial March 2008 - September 2011
Education
Lancaster University
Post graduate diploma, Accounting and Finance
The University of Manchester
MSC., Finance
Mackenzie Financial October 2011 - Present
Mackenzie Financial March 2008 - September 2011
Education
Lancaster University
Post graduate diploma, Accounting and Finance
The University of Manchester
MSC., Finance
Brent Bindon's Mackenzie Financial Experience January 2002 - January 2007
Job Director, Service Management Canada at CenturyLink Technology Solutions
Industry Information Technology and Services
Experience
Fusepoint Managed Services October 2009 - October 2010
Mackenzie Investments February 2007 - June 2009
Mackenzie Financial January 2002 - January 2007
Mackenzie Financial January 1999 - January 2002
Skills
Customer Service, Management, Windows, Security, IT Management, Vendor Management, Virtualization, Unix, Disaster Recovery, Data Center, Leadership, Storage Area Networks, ITIL, Enterprise Architecture, Storage, Team Leadership, Architecture, Cloud Computing, VMware, Architectures, Change Management, Project Management, HP-UX
Education
Concordia University 1985 — 1987
Political Science, English
Fusepoint Managed Services October 2009 - October 2010
Mackenzie Investments February 2007 - June 2009
Mackenzie Financial January 2002 - January 2007
Mackenzie Financial January 1999 - January 2002
Skills
Customer Service, Management, Windows, Security, IT Management, Vendor Management, Virtualization, Unix, Disaster Recovery, Data Center, Leadership, Storage Area Networks, ITIL, Enterprise Architecture, Storage, Team Leadership, Architecture, Cloud Computing, VMware, Architectures, Change Management, Project Management, HP-UX
Education
Concordia University 1985 — 1987
Political Science, English
Lynne Freeman's Mackenzie Financial Experience April 1998 - Present
Job Senior Project Manager
Industry Financial Services
Experience
Mackenzie Financial April 1998 - Present
Noranda 1988 - 1997
GEAC Computers 1987 - 1987
GEAC Computers 1986 - 1987
Skills
Software Project..., Business Analysis, Systems Analysis, Information Architecture, User Interface Design, Usability Testing, Program Management, Library Science, Birds, Environmental Issues, Nature Conservation, Non-profits, Cooking, Problem Solving, MS Project, Project Planning, Project Implementation, Project Delivery, Project Execution, Project Management, Conservation Issues, PMP, Nonprofits, Requirements Analysis, Requirements Gathering, Change Management, Management, Software Documentation, PMO, Visio, SDLC, Vendor Management, Project Portfolio..., Resource Management, Business Requirements
Education
PM Professional Education, aka the school of hard knocks 2005 — 2005
PMP, Professional Project Management
University of Hawaii at Manoa 1981 — 1984
MLS, Information and Library Science
University of Toronto - University College
BA, Biology, International Relations, History of Technology
Mackenzie Financial April 1998 - Present
Noranda 1988 - 1997
GEAC Computers 1987 - 1987
GEAC Computers 1986 - 1987
Skills
Software Project..., Business Analysis, Systems Analysis, Information Architecture, User Interface Design, Usability Testing, Program Management, Library Science, Birds, Environmental Issues, Nature Conservation, Non-profits, Cooking, Problem Solving, MS Project, Project Planning, Project Implementation, Project Delivery, Project Execution, Project Management, Conservation Issues, PMP, Nonprofits, Requirements Analysis, Requirements Gathering, Change Management, Management, Software Documentation, PMO, Visio, SDLC, Vendor Management, Project Portfolio..., Resource Management, Business Requirements
Education
PM Professional Education, aka the school of hard knocks 2005 — 2005
PMP, Professional Project Management
University of Hawaii at Manoa 1981 — 1984
MLS, Information and Library Science
University of Toronto - University College
BA, Biology, International Relations, History of Technology
Martin Bergeron's Mackenzie Financial Experience 2005 - 2007
Job Avocat chez Brière & Lebeuf Inc.
Industry Legal Services
Experience
Brière & Lebeuf Inc. June 2015 - Present
McMillan LLP May 2013 - December 2014
Banque Nationale du Canada (Trust Banque Nationale) 2007 - 2009
Mackenzie Financial 2005 - 2007
Skills
French, Legal Research, Legal Writing, Litigation, Administrative Law, Legal Advice, Commercial Litigation, Civil Litigation, Recherche juridique, Rédaction juridique, Conseil juridique, Droit des sociétés, Français, Contentieux, Contentieux civil, Contentieux commercial, Analyse des politiques, Propriété intellectuelle, Parler en public
Education
McGill University
B.C.L. / LL.B., droit
Brière & Lebeuf Inc. June 2015 - Present
McMillan LLP May 2013 - December 2014
Banque Nationale du Canada (Trust Banque Nationale) 2007 - 2009
Mackenzie Financial 2005 - 2007
Skills
French, Legal Research, Legal Writing, Litigation, Administrative Law, Legal Advice, Commercial Litigation, Civil Litigation, Recherche juridique, Rédaction juridique, Conseil juridique, Droit des sociétés, Français, Contentieux, Contentieux civil, Contentieux commercial, Analyse des politiques, Propriété intellectuelle, Parler en public
Education
McGill University
B.C.L. / LL.B., droit
Ken Lu's Mackenzie Financial Experience January 2004 - March 2004
Job IT Consultant
Industry Banking
Experience
Scotiabank January 2013 - Present
BMO Capital Markets January 2012 - December 2012
RBC Capital Markets Risk Management April 2010 - January 2012
Scotia Capital Market March 2004 - March 2010
Mackenzie Financial January 2004 - March 2004
Citi Bank Canada October 2003 - December 2003
RBC Capital Markets May 2003 - August 2003
Masterfile May 2000 - May 2003
Trimark February 1999 - May 2000
Skills
SDLC, Enterprise Architecture, Sybase, Capital Markets, Integration, Business Analysis, Fixed Income, Databases, Portfolio Management, Software Development, Web Services, .NET, Trading, SOA, Trading Systems, Java Enterprise Edition, Investments, Derivatives, ETL, Oracle, Strategy, Agile Methodologies, Financial Services, Requirements Gathering, Data Modeling, Requirements Analysis, IT Strategy, Solution Architecture, Business Requirements, UML, Systems Analysis, DB2, Unix, Websphere
Education
Akita University 1994 — 1996
Ph.D, System Engineering
Akita University 1992 — 1994
Master, System Engineering
East China Normal University 1988 — 1992
Bachelor, Electrical Engineering
Scotiabank January 2013 - Present
BMO Capital Markets January 2012 - December 2012
RBC Capital Markets Risk Management April 2010 - January 2012
Scotia Capital Market March 2004 - March 2010
Mackenzie Financial January 2004 - March 2004
Citi Bank Canada October 2003 - December 2003
RBC Capital Markets May 2003 - August 2003
Masterfile May 2000 - May 2003
Trimark February 1999 - May 2000
Skills
SDLC, Enterprise Architecture, Sybase, Capital Markets, Integration, Business Analysis, Fixed Income, Databases, Portfolio Management, Software Development, Web Services, .NET, Trading, SOA, Trading Systems, Java Enterprise Edition, Investments, Derivatives, ETL, Oracle, Strategy, Agile Methodologies, Financial Services, Requirements Gathering, Data Modeling, Requirements Analysis, IT Strategy, Solution Architecture, Business Requirements, UML, Systems Analysis, DB2, Unix, Websphere
Education
Akita University 1994 — 1996
Ph.D, System Engineering
Akita University 1992 — 1994
Master, System Engineering
East China Normal University 1988 — 1992
Bachelor, Electrical Engineering
Christine Mungy's Mackenzie Financial Experience 1985 - 1998
Job IT Manager, Application Development at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments Project ManagerFranklin Templeton InvestmentsSeptember 1999 - March 2001
Mackenzie Financial 1985 - 1998
Skills
SDLC, Analysis, PMO, Business Analysis, Vendor Management, Requirements Analysis, Team Leadership, Requirements Gathering, Management, Software Project..., Change Management, IT Strategy, IT Management, Software Development
Education
Seneca College of Applied Arts and Technology
Computers, Law
York University - Schulich School of Business
Project Management
Franklin Templeton Investments Project ManagerFranklin Templeton InvestmentsSeptember 1999 - March 2001
Mackenzie Financial 1985 - 1998
Skills
SDLC, Analysis, PMO, Business Analysis, Vendor Management, Requirements Analysis, Team Leadership, Requirements Gathering, Management, Software Project..., Change Management, IT Strategy, IT Management, Software Development
Education
Seneca College of Applied Arts and Technology
Computers, Law
York University - Schulich School of Business
Project Management
James Dalglish's Mackenzie Financial Experience May 2006 - August 2008
Job Marketing Coordinator at Crystal Fountains
Industry Architecture & Planning
Experience
Crystal Fountains April 2014 - Present
Crystal Fountains October 2012 - April 2014
Crystal Fountains September 2011 - October 2012
Crystal Fountains June 2009 - December 2009
Mackenzie Financial May 2006 - August 2008
Skills
Marketing Strategy, Marketing Communications, Design Research, Budgets, Project Planning, Social Media Marketing, Strategic Planning, Project Management, Negotiation, Business Development
Education
Queen's University 2005 — 2010
Bachelor of Commerce
Crystal Fountains April 2014 - Present
Crystal Fountains October 2012 - April 2014
Crystal Fountains September 2011 - October 2012
Crystal Fountains June 2009 - December 2009
Mackenzie Financial May 2006 - August 2008
Skills
Marketing Strategy, Marketing Communications, Design Research, Budgets, Project Planning, Social Media Marketing, Strategic Planning, Project Management, Negotiation, Business Development
Education
Queen's University 2005 — 2010
Bachelor of Commerce
Fatma Jaffer CPA, CGA's Mackenzie Financial Experience November 2007 - March 2008
Job Accountant
Industry Government Administration
Experience
Ministry of Citizenship, Ontario Women's Directorate July 2014 - October 2014
Public Health Agency for Health Protection and Promotion January 2014 - March 2014
Ministry of Health October 2011 - June 2013
Celgene Canada (formerly Abraxis Bioscience Canada) June 2010 - November 2010
Norseman Plastic an Orbis Company January 2009 - September 2009
Associated Brands LP April 2008 - November 2008
Mackenzie Financial November 2007 - March 2008
Workplace Safety and Insurance May 2007 - October 2007
TD Canada Trust September 2006 - December 2006
Manulife Financial September 2005 - February 2006
Skills
Financial Reporting, Account Reconciliation, Accounting, Financial Analysis, Internal Controls, Forecasting, Accounts Receivable, Financial Accounting, Finance, Auditing, Cash Flow, Payroll, SAP, Financial Statements, Budgets
Education
Certified General Accountant of Ontario 1997 — 2005
Accounting and Finance, Certified General Accountant of Ontario
Humber College 1992 — 2004
Accounting
Ryerson University 2002 — 2002
Accounting and Finance
George Brown College
George Brown College
George Brown College
Ministry of Citizenship, Ontario Women's Directorate July 2014 - October 2014
Public Health Agency for Health Protection and Promotion January 2014 - March 2014
Ministry of Health October 2011 - June 2013
Celgene Canada (formerly Abraxis Bioscience Canada) June 2010 - November 2010
Norseman Plastic an Orbis Company January 2009 - September 2009
Associated Brands LP April 2008 - November 2008
Mackenzie Financial November 2007 - March 2008
Workplace Safety and Insurance May 2007 - October 2007
TD Canada Trust September 2006 - December 2006
Manulife Financial September 2005 - February 2006
Skills
Financial Reporting, Account Reconciliation, Accounting, Financial Analysis, Internal Controls, Forecasting, Accounts Receivable, Financial Accounting, Finance, Auditing, Cash Flow, Payroll, SAP, Financial Statements, Budgets
Education
Certified General Accountant of Ontario 1997 — 2005
Accounting and Finance, Certified General Accountant of Ontario
Humber College 1992 — 2004
Accounting
Ryerson University 2002 — 2002
Accounting and Finance
George Brown College
George Brown College
George Brown College
Nicole Neichenbauer's Mackenzie Financial Experience February 2001 - September 2004
Job Sales Representative/Merchandiser at Kraft Foods
Industry Food Production
Experience
KRAFT CANADA INC April 2009 - Present
Head2Head 2010 - 2010
Hilti June 2005 - January 2009
NORUS PACKAGING October 2004 - June 2005
Mackenzie Financial February 2001 - September 2004
BUSINESS ARTS INC May 2000 - February 2001
Skills
Sales Operations, Sales, CRM, Account Management, Marketing, Management, New Business Development
Education
McMaster University 1996 — 2000
Geography
KRAFT CANADA INC April 2009 - Present
Head2Head 2010 - 2010
Hilti June 2005 - January 2009
NORUS PACKAGING October 2004 - June 2005
Mackenzie Financial February 2001 - September 2004
BUSINESS ARTS INC May 2000 - February 2001
Skills
Sales Operations, Sales, CRM, Account Management, Marketing, Management, New Business Development
Education
McMaster University 1996 — 2000
Geography
Matthew Schnurr's Mackenzie Financial Experience January 2009 - May 2011
Job Director at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments March 2015 - Present
Mackenzie Investments May 2011 - Present
Mackenzie Financial January 2009 - May 2011
Saxon Funds Management March 2008 - January 2009
Altamira Financial Services November 2006 - March 2008
Fidelity Investment February 2006 - November 2006
Skills
Sales, Customer Service, Investments, Marketing, Outlook, Securities, Strategic Financial..., Microsoft Excel, Finance, Retirement Planning, Mutual Funds, PowerPoint, Microsoft Word, Investment Strategies, Call Centers, Wealth Management, Credit
Education
CFA Charterholder
McMaster University 2000 — 2005
Honours Bachelor of Arts, Economics and Classical History
Mackenzie Investments March 2015 - Present
Mackenzie Investments May 2011 - Present
Mackenzie Financial January 2009 - May 2011
Saxon Funds Management March 2008 - January 2009
Altamira Financial Services November 2006 - March 2008
Fidelity Investment February 2006 - November 2006
Skills
Sales, Customer Service, Investments, Marketing, Outlook, Securities, Strategic Financial..., Microsoft Excel, Finance, Retirement Planning, Mutual Funds, PowerPoint, Microsoft Word, Investment Strategies, Call Centers, Wealth Management, Credit
Education
CFA Charterholder
McMaster University 2000 — 2005
Honours Bachelor of Arts, Economics and Classical History
Ahmed Saeed's Mackenzie Financial Experience November 2009 - March 2013
Job Portfolio Valuation and Accounting System Tester at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments May 2014 - Present
Mackenzie Investments April 2013 - April 2014
Mackenzie Financial November 2009 - March 2013
Franklin Templeton Investments 2009 - 2009
Skills
Fund Accounting, Financial Reporting, Bloomberg, Financial Analysis, Mutual Funds, Accounting, IFRS, Account Reconciliation, Hedge Funds, Financial Accounting, Variance Analysis, Valuation, Financial Statements, Corporate Finance, Financial Modeling
Education
Ryerson University 2003 — 2007
Bachelor's Degree, Accounting and Finance
Mackenzie Investments May 2014 - Present
Mackenzie Investments April 2013 - April 2014
Mackenzie Financial November 2009 - March 2013
Franklin Templeton Investments 2009 - 2009
Skills
Fund Accounting, Financial Reporting, Bloomberg, Financial Analysis, Mutual Funds, Accounting, IFRS, Account Reconciliation, Hedge Funds, Financial Accounting, Variance Analysis, Valuation, Financial Statements, Corporate Finance, Financial Modeling
Education
Ryerson University 2003 — 2007
Bachelor's Degree, Accounting and Finance
Gisele Richard's Mackenzie Financial Experience May 2010 - April 2011
Job Project Manager (contract) at Mackenzie Investments
Industry Information Technology and Services
Experience
Mackenzie Investments December 2011 - Present
Bank of Montreal April 2011 - December 2011
Mackenzie Financial May 2010 - April 2011
Canadian Tire March 2006 - May 2010
American Express January 1998 - April 2002
Applied Systems (The Agency Manager) January 1989 - January 1992
Skills
Financial Services, Project Management, Project Coordination, SDLC, Project Delivery, Vendor Management, Information Technology, Stakeholder Management, Resource Management, Risk Management, CRM, Process Improvement, Change Management, PMO, PMP, Business Analysis, Business Process..., Strategy, Project Portfolio..., Requirements Analysis, Program Management, Software Project..., Business Requirements
Education
Mount Saint Vincent University 1983 — 1987
B.Sc., Health Sciences (Food and Nutrition)
Mackenzie Investments December 2011 - Present
Bank of Montreal April 2011 - December 2011
Mackenzie Financial May 2010 - April 2011
Canadian Tire March 2006 - May 2010
American Express January 1998 - April 2002
Applied Systems (The Agency Manager) January 1989 - January 1992
Skills
Financial Services, Project Management, Project Coordination, SDLC, Project Delivery, Vendor Management, Information Technology, Stakeholder Management, Resource Management, Risk Management, CRM, Process Improvement, Change Management, PMO, PMP, Business Analysis, Business Process..., Strategy, Project Portfolio..., Requirements Analysis, Program Management, Software Project..., Business Requirements
Education
Mount Saint Vincent University 1983 — 1987
B.Sc., Health Sciences (Food and Nutrition)
Moira Saganski's Mackenzie Financial Experience 1983 - 2002
Job Self employed
Industry Investment Management
Experience
Delphi Strategies Inc March 2013 - Present
VPS1895 2014 - 2015
VPS1895 2014 - 2015
NexGen Financial Limited Partnership October 2010 - December 2010
NexGen Financial Limited Partnership May 2005 - August 2010
Mackenzie Financial 1983 - 2002
MRS 1994 - 1998
Skills
Mutual Funds, Investments, Strategic Financial..., Asset Management, Wealth Management, Fixed Income, Equities, Portfolio Management, Investment Strategies, Capital Markets, Investment Management, Securities, Investment Advisory, Financial Markets, Asset Allocation, Valuation, Derivatives, Hedge Funds, Strategic Planning, Financial Services, Financial Modeling
Education
University of Waterloo
MTAX, Tax
Ivey Business School at Western University 1993 — 1995
MBA
CFA Institute
CFA
MM Robinson High School
Delphi Strategies Inc March 2013 - Present
VPS1895 2014 - 2015
VPS1895 2014 - 2015
NexGen Financial Limited Partnership October 2010 - December 2010
NexGen Financial Limited Partnership May 2005 - August 2010
Mackenzie Financial 1983 - 2002
MRS 1994 - 1998
Skills
Mutual Funds, Investments, Strategic Financial..., Asset Management, Wealth Management, Fixed Income, Equities, Portfolio Management, Investment Strategies, Capital Markets, Investment Management, Securities, Investment Advisory, Financial Markets, Asset Allocation, Valuation, Derivatives, Hedge Funds, Strategic Planning, Financial Services, Financial Modeling
Education
University of Waterloo
MTAX, Tax
Ivey Business School at Western University 1993 — 1995
MBA
CFA Institute
CFA
MM Robinson High School
Bill Windsor, MBA, CFA's Mackenzie Financial Experience 1998 - 2003
Job Manager, External Service Providers at Nova Scotia Pension Agency
Industry Financial Services
Experience
Nova Scotia Pension Agency 2007 - Present
Morneau Sobeco 2003 - 2007
Mackenzie Financial 1998 - 2003
Skills
Equities, Asset Allocation, Pensions, Defined Benefit, Asset Managment, Fixed Income, Investments, Investment Strategies, Asset Management, Investment Management, Portfolio Management, Alternative Investments, Mutual Funds, Wealth Management, Financial Analysis, Hedge Funds, Risk Management, Management, Financial Services
Education
Association of Investment Management & Research
Chartered Financial Analyst (CFA)
Saint Mary's University
MBA, Finance
Nova Scotia Pension Agency 2007 - Present
Morneau Sobeco 2003 - 2007
Mackenzie Financial 1998 - 2003
Skills
Equities, Asset Allocation, Pensions, Defined Benefit, Asset Managment, Fixed Income, Investments, Investment Strategies, Asset Management, Investment Management, Portfolio Management, Alternative Investments, Mutual Funds, Wealth Management, Financial Analysis, Hedge Funds, Risk Management, Management, Financial Services
Education
Association of Investment Management & Research
Chartered Financial Analyst (CFA)
Saint Mary's University
MBA, Finance
Charles Bastyr's Mackenzie Financial Experience January 2013 - Present
Job VP Investment Management at Mackenzie Financial
Industry Financial Services
Experience
Mackenzie Financial January 2013 - Present
Meadowbank Asset Management October 2006 - January 2013
BPI Global Asset Management 2003 - 2005
Altamira 1994 - 2003
Principal Financial Group 1989 - 1994
Education
University of Minnesota-Twin Cities
Mackenzie Financial January 2013 - Present
Meadowbank Asset Management October 2006 - January 2013
BPI Global Asset Management 2003 - 2005
Altamira 1994 - 2003
Principal Financial Group 1989 - 1994
Education
University of Minnesota-Twin Cities
Joseph Nickerson's Mackenzie Financial Experience January 2007 - January 2009
Job Capit Investment Corp.
Industry Capital Markets
Experience
Capit Investment Corp. 2012 - 2013
RBC Capital Markets September 2010 - May 2011
RBC Capital Markets May 2010 - September 2010
Mackenzie Financial January 2007 - January 2009
Skills
Investment Strategies, Mutual Funds, Investments, Financial Modeling, Options, Mergers & Acquisitions, Real Estate, Real Estate Development, Real Estate Investor, Capital Markets, Financial Analysis, Social Media, Finance, Bloomberg, Portfolio Management
Education
York University - Schulich School of Business 2014 — 2016
Masters of Business Administration Candidate, Specialization in Real Estate and Infrastructure
Università Commerciale 'Luigi Bocconi'
Master of Business Administration – Selected for Schulich International Exchange Program
Canadian Securities Institute 2009 — 2010
Canadian Securities Course
Dalhousie University 2005 — 2009
Bachelor of Commerce, Finance
Capit Investment Corp. 2012 - 2013
RBC Capital Markets September 2010 - May 2011
RBC Capital Markets May 2010 - September 2010
Mackenzie Financial January 2007 - January 2009
Skills
Investment Strategies, Mutual Funds, Investments, Financial Modeling, Options, Mergers & Acquisitions, Real Estate, Real Estate Development, Real Estate Investor, Capital Markets, Financial Analysis, Social Media, Finance, Bloomberg, Portfolio Management
Education
York University - Schulich School of Business 2014 — 2016
Masters of Business Administration Candidate, Specialization in Real Estate and Infrastructure
Università Commerciale 'Luigi Bocconi'
Master of Business Administration – Selected for Schulich International Exchange Program
Canadian Securities Institute 2009 — 2010
Canadian Securities Course
Dalhousie University 2005 — 2009
Bachelor of Commerce, Finance
Abhiram Arza's Mackenzie Financial Experience August 2009 - December 2010
Job Senior Quality Engineer at Allscripts
Industry Information Technology and Services
Experience
Allscripts June 2015 - Present
NTT DATA Americas October 2014 - May 2015
Alberta Blue Cross September 2013 - October 2014
Scotia Bank January 2011 - February 2013
Mackenzie Financial August 2009 - December 2010
Skills
Quality Center, Test Planning, User Acceptance Testing, Testing, Regression Testing, Manual Testing, QTP, Oracle, System Testing, Quality Assurance, Test Cases, Databases, Unix, Business Analysis, Software Documentation, Defect Tracking, Test Strategy, Software Quality..., Integration, LoadRunner, SQL, Functional Testing, Test Execution, XML, HP Quality Center
Education
청강아카데미학원
Bachelor of Technology, Electrical, Electronics and Communications Engineering
Allscripts June 2015 - Present
NTT DATA Americas October 2014 - May 2015
Alberta Blue Cross September 2013 - October 2014
Scotia Bank January 2011 - February 2013
Mackenzie Financial August 2009 - December 2010
Skills
Quality Center, Test Planning, User Acceptance Testing, Testing, Regression Testing, Manual Testing, QTP, Oracle, System Testing, Quality Assurance, Test Cases, Databases, Unix, Business Analysis, Software Documentation, Defect Tracking, Test Strategy, Software Quality..., Integration, LoadRunner, SQL, Functional Testing, Test Execution, XML, HP Quality Center
Education
청강아카데미학원
Bachelor of Technology, Electrical, Electronics and Communications Engineering
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.