Mackenzie Investments

Industry: Financial services company

Description

Mackenzie 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 Investments Employees

Employee
Years
Job
Industry
Luke Slan Luke Slan Toronto, Canada Area Details
Luke Slan's Mackenzie Investments Experience May 2007 - August 2007
Job Director of Sales, Guardly
Industry Information Technology and Services
Experience
Guardly   September 2011 - Present
Klass Capital   June 2011 - August 2011
Softchoice  August 2010 - June 2011
KPMG LLP  May 2008 - March 2010
McGill University Athletics   September 2006 - April 2009
Mackenzie Investments   May 2007 - August 2007

Skills
Business Development, Strategy, Finance, Investments, Sales, Business Strategy, Portfolio Management, Entrepreneurship, Competitive Analysis

Education
McGill University   2005 — 2009
Bachelors of Commerce, Accounting

Marietou Diallo M.Sc. Marietou Diallo M.Sc. Montreal, Canada Area Details
Marietou Diallo M.Sc.'s Mackenzie Investments Experience April 2015 - Present
Job Mackenzie Investments
Industry Management Consulting
Experience
Mackenzie Investments   April 2015 - Present
Y des femmes de Montréal - YWCA Montreal  May 2014 - August 2014
BMO Financial Group  April 2012 - 2013
TAC TIC Direct  April 2011 - November 2011
Canadian Ministry of Agriculture   June 2009 - December 2009

Skills
Real Estate, Program Evaluation, Analytical Skills, Team Leadership, Teamwork, Customer Service, Project Management, Business Strategy, Lease Administration, Commercial Leasing, Corporate Real Estate, Corporate Social..., Human Resources, International..., Globalization

Education
Université de Montréal - HEC Montréal   2012 — 2014
Master of Science (MSc), Business Administration and Management

University of Ottawa   2008 — 2011
Bachelor in International Development and Globalization, Minor in Civil Law

Jerzy Milosiewicz Jerzy Milosiewicz Kitchener, Canada Area Details
Jerzy Milosiewicz's Mackenzie Investments Experience September 1999 - June 2001
Job Senior Application Developer at Transfreight Inc.
Industry Logistics and Supply Chain
Experience
Transfreight Inc.  June 2001 - Present
Mackenzie Investments   September 1999 - June 2001
International Financial Data Services  August 1998 - September 1999

Skills
Supply Chain, Transportation..., Servers, Warehouse Management, Warehousing, Transportation, Supply Chain Management, Logistics, 3PL, ERP, Six Sigma, Business Process, Progress 4GL, Mutual Funds, Vendor Management, Logistics Management, Process Improvement, Supply Chain..., Materials Management, Continuous Improvement, Operations Management, Software Documentation, Access, Integration, Change Management, .NET, SharePoint, EDI, DevExpress, DevEx

Education
Information Technology Institute Applied Information Technology   1997 — 1998
Computer Software Engineering

George Brown College   1996 — 1997
Associate's Degree, International Business

Odessa National Maritime Univeristy   1981 — 1986
Bachelor's Degree, Sea Transport

Dmitri Li Dmitri Li Toronto, Canada Area Details
Dmitri Li's Mackenzie Investments Experience June 2001 - March 2002
Job Sr. Solution Architect at Atlantis Computing
Industry Information Technology and Services
Experience
Atlantis Computing  April 2015 - Present
FlexITy Solutions Inc.  June 2005 - April 2015
Regional Municipality of York  June 2002 - June 2005
Mackenzie Investments   June 2001 - March 2002
Nortel Networks  November 2000 - May 2001
Assante Wealth Management  July 2000 - November 2000
Ivanhoé Cambridge  August 1998 - July 2000
Kore Ltd   August 1994 - March 1998

Skills
Solution Architecture, Enterprise Architecture, Virtualization, Virtual Systems, Storage Virtualization, Storage Consolidation, Storage Architecture, Storage Area Networks, Data Migration, System Migration, Integration, IT Solutions, Cloud Computing, Private Cloud, Hybrid Cloud, Data Center, Data Center Efficiency, SAN, Storage, Disaster Recovery, Security, VMware Infrastructure, Active Directory, Firewalls, Microsoft Exchange, High Availability, TCP/IP, Cluster, Cisco Technologies, Citrix, vSphere, VPN, DNS, Servers, VMware, IIS, HP, Network Design, Hyper-V, Hardware, NetApp, System Deployment, Troubleshooting, Linux, Operating Systems, Enterprise Software, Networking, Infrastructure, Microsoft SQL Server, Network Administration

Education
Moscow State Technological University "Stankin"   1988 — 1994
Master's degree, Computer Science

Paula A. Sanchez Paula A. Sanchez Buffalo, New York Details
Paula A. Sanchez's Mackenzie Investments Experience 2001 - 2004
Job Director of Programs & Human Resources
Industry Nonprofit Organization Management
Experience
Kids Now   August 2007 - Present
Cintas  2015 - 2015
AYCE Employment Services - Tropicana Community Services  January 2004 - September 2007
Mackenzie Investments   2001 - 2004

Skills
Leadership, Nonprofits, Volunteer Management, Program Management, Strategic Planning, Project Management, Strategy, Training, Business Development, Recruiting, Budgets, Management, Social Impact, Youth Programs, Non-profits, Community Outreach, Event Management, Public Relations, Marketing Communications, Community Development, Fundraising, Public Speaking

Education
Ryerson University   2001 — 2002
Certificate of Human Resources Management, Human Resources, Organizational Behaviour

Carleton University   1997 — 2001
Bachelor of Public Affairs & Management, Political Science, Economics

Omar A. Mohammed Omar A. Mohammed Toronto, Canada Area Details
Omar A. Mohammed's Mackenzie Investments Experience November 2014 - May 2015
Job Sr. QA Analyst/Software test Engineer at Mackenzie Investments
Industry Information Technology and Services
Experience
Mackenzie Investments   November 2014 - May 2015
ADP  April 2013 - October 2014
Mosaic Sales Solutions  November 2012 - March 2013
ADP  January 2011 - September 2012
Empathica Inc   May 2008 - January 2011

Skills
SDLC, Agile Methodologies, Test Planning, Requirements Analysis, Test Cases, Quality Assurance, Regression Testing, Microsoft SQL Server, SQL, XML, Testing, Web Applications, Test Automation, SOA, .NET, User Acceptance Testing, Scrum, Manual Testing, Business Requirements, JIRA, Business Analysis, Selenium, Requirements Gathering, Software Project..., Selenium WebDriver, Selenium Testing, Selenium IDE, Mobile Testing, HP Quality Center, HP QTP

Education
Centennial College
Business information Systems, IT

John Rothwell John Rothwell Toronto, Canada Area Details
John Rothwell's Mackenzie Investments Experience 1995 - 1998
Job Senior Manager, Vice President, National Business Development
Industry Financial Services
Experience
National Bank Financial  2014 - Present
Canaccord Genuity Inc.  2008 - 2014
Wellington West  2003 - 2008
Fidelity Investments  1998 - 2003
Mackenzie Investments   1995 - 1998
Midland Walwyn Capital   1977 - 1995

Skills
Investment Banking, Equities, Capital Markets, Wealth Management, Fixed Income, Investments, Hedge Funds, Valuation, Bloomberg, Alternative Investments, Portfolio Management, Financial Markets, Asset Management, Corporate Finance, Equity Research

Education
University of Waterloo   1973 — 1977
Bachelor's Degree, Social Sciences

Harvard Business School   2003 — 2003
Strategic Leadership Diploma

University of Pennsylvania - The Wharton School   2000 — 2002
SIA Diploma

McGill University   2001 — 2001
Finance Diploma

Daniel Gremonprez Daniel Gremonprez Toronto, Canada Area Details
Daniel Gremonprez's Mackenzie Investments Experience January 2011 - Present
Job Vice President, National Sales Desk
Industry Financial Services
Experience
Mackenzie Investments   January 2011 - Present
Hartford Investments  May 2008 - February 2011
Franklin Templeton Investments  May 2004 - May 2008

Skills
Relationship Management, Portfolio Management, Investments, Mutual Funds, Wealth Management, Separately Managed..., Asset Managment, Retirement Planning, Investment Strategies, Sales, Bloomberg, Strategic Financial..., Series 63, Management, Hedge Funds, Asset Management, Investment Advisory, Equities, Securities, Financial Advisory, Asset Allocation, Strategy, Financial Markets, Alternative Investments, ETFs, Investment Management, Retirement, Financial Services

Education
Fanshawe College   1998 — 2000
Financial Services

CECI

CECI

Kevin Clements, CFP Kevin Clements, CFP Vancouver, Canada Area Details
Kevin Clements, CFP's Mackenzie Investments Experience 2002 - 2003
Job Investment and Retirement Planner
Industry Financial Services
Experience
RBC Wealth Management  January 2010 - Present
RBC Royal Bank of Canada  2008 - 2010
Dundee Securities (now HollisWealth)   2005 - 2008
Mackenzie Investments   2002 - 2003
Air Canada / Canadian Airlines   1997 - 2002

Skills
Financial Planning, Mutual Funds, Wealth Management, Retirement Planning, Investments, Estate Planning, Cash Flow Management, Risk Management, General Insurance, Investment Strategies, Cash Flow, Investment Advisory, Strategic Financial..., Mortgage Lending, Banking, Residential Mortgages, Credit, Loans, Portfolio Management, Financial Advisory, Retirement, Financial Planners, Wealth Management..., Investment Management, Wealth, Securities, Asset Allocation, High Net Worth..., Financial Services, Asset Management, Equities, Pensions, Relationship Management, Financial Risk

Education
CSI Global   2004 — 2010
CSC CPH IAT PFPC, Financial Markets

BCIT   2001 — 2003
Financial Management

Brad Danchuk, CPA, CA Brad Danchuk, CPA, CA Toronto, Canada Area Details
Brad Danchuk, CPA, CA's Mackenzie Investments Experience 2003 - 2006
Job Manager, Financial Statement Reporting at HOOPP
Industry Investment Management
Experience
HOOPP (Healthcare of Ontario Pension Plan)   November 2012 - Present
CPP Investment Board  December 2008 - December 2012
Genuity Capital Markets  2006 - 2008
Mackenzie Investments   2003 - 2006
Mackenzie Investments   2002 - 2003
Mackenzie Investments   2001 - 2002
KPMG LLP (Canada)   1996 - 2001

Skills
IFRS, Investments, Financial Reporting, Financial Modeling, Capital Markets, Corporate Finance, Financial Accounting, Accounting, Financial Analysis, Due Diligence, Valuation, Analysis, Account Reconciliation, Auditing, Business Valuation, Equities, Finance, Financial Services, GAAP, Internal Controls, Strategic Financial..., Tax

Education
University of Manitoba   1995 — 1996
M.Acc, Accounting

Lakehead University   1992 — 1995
B.Admin, Accounting

Neil Rakkar Neil Rakkar Toronto, Canada Area Details
Neil Rakkar's Mackenzie Investments Experience December 2014 - Present
Job District Vice President, Retail Sales at Mackenzie Investments
Industry Banking
Experience
Mackenzie Investments   December 2014 - Present
Mackenzie Investments   April 2014 - Present
Mackenzie Investments   September 2011 - April 2014
BMO Financial Group  October 2010 - August 2011
O`Leary Funds Management   January 2010 - April 2010
Bank of Montreal  March 2006 - August 2008

Skills
Mutual Funds, Wealth Management, Banking, Retirement Planning, Investments, Securities, Investment Strategies, Financial Services, Leadership, Investment Advisory, Relationship Management, Financial Advisory, Portfolio Management, Asset Allocation

Education
La Roche College
BSc, Double Major - Finance/Management

David Lupini David Lupini Toronto, Canada Area Details
David Lupini's Mackenzie Investments Experience July 2013 - Present
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

Jonathan Klar Jonathan Klar Toronto, Canada Area Details
Jonathan Klar's Mackenzie Investments Experience September 2012 - December 2012
Job Associate Corporate Finance Division (Sr. Debt) at BMO Financial Group
Industry Banking
Experience
BMO Financial Group  January 2014 - Present
BMO Financial Group  May 2013 - August 2013
Mackenzie Investments   September 2012 - December 2012
Roynat Capital  January 2012 - April 2012
Prasad & Company Chartered Accountants LLP   September 2010 - February 2011

Education
McMaster University   2011 — 2013
Co-op MBA, Finance and Strategic Business Valuation

The University of Western Ontario   2006 — 2010
Bachelor of Management and Organizational Studies, Finance

Amy Strongitharm Amy Strongitharm Toronto, Canada Area Details
Amy Strongitharm's Mackenzie Investments Experience June 2007 - March 2008
Job Executive Assistant Looking for New Opportunities
Industry Information Technology and Services
Experience
Deloitte Canada  February 2015 - September 2015
International Financial Data Services Canada  March 2011 - February 2015
Standard Life Investments  March 2008 - March 2011
Mackenzie Investments   June 2007 - March 2008
M.R.S. Trust Inc   September 2005 - June 2007
M.R.S. Trust Company   December 2001 - September 2005

Skills
Investments, Sales Operations, Mutual Funds, Financial Services, Sales, Fixed Annuities, Marketing, Asset Management, Wealth Management, Equities, Insurance, Budgets, Strategic Financial..., Banking, Management, Business Development, Finance, Leadership, New Business Development, Financial Planning

Education
IFSE
Segregated Funds Course

University of Toronto
Introduction to Project Management

University of Toronto
Business & Media Writing Course

University of Toronto   2008 — 2009
Professional Selling & Sales Management Certificate

Independent Mortgage Brokers Association
Mortgage Agent Course

Centennial College   2003 — 2006
Financial Services Diploma

IFIC
Mutual Fund License

Douglas Henderson Douglas Henderson Toronto, Canada Area Details
Douglas Henderson's Mackenzie Investments Experience May 2011 - August 2011
Job Account Executive at ThinkOn
Industry Information Technology and Services
Experience
ThinkOn   September 2014 - Present
Craigleith Ski Club  December 2006 - Present
CDW  September 2012 - August 2014
Mackenzie Investments   May 2011 - August 2011
GfK Research Dynamics   September 2010 - December 2010
Millar Kreklewetz LLP   January 2010 - April 2010

Skills
Marketing, Marketing Communications, Market Research, Marketing Strategy, Social Media, Social Media Marketing, Marketing Research, Advertising, Marketing Management, Teamwork, Event Management, Time Management, Sales, Account Management, Training

Education
Dalhousie University   2008 — 2012
Bachelor of Commerce, Marketing

Royal St. George's College   2004 — 2008

Grenoble Ecole de Management

Grenoble Ecole de Management

Laura Lee Therrien Laura Lee Therrien Toronto, Canada Area Details
Laura Lee Therrien's Mackenzie Investments Experience March 1997 - December 1998
Job Mortgage Administration
Industry Financial Services
Experience
Detour Gold Corporation  October 2012 - October 2013
Maternity Leave  October 2010 - September 2012
Toronto Urban Aboriginal Strategy   January 2008 - September 2010
XCEED Mortgage Corporation  May 2005 - January 2006
Maple Trust Company   March 2000 - April 2005
Maternity Leave  January 1999 - February 2000
Mackenzie Investments   March 1997 - December 1998
Household Finance  December 1992 - February 1997
Prenor Trust Company   March 1990 - November 1992
General Trust   July 1989 - February 1990

Skills
I am a fabulous..., Not afraid of hard work, Goal oriented and enjoy..., Strong financial..., Computer proficiency, Develop and administer..., Manage and facilitate..., Project planning and..., Banking, Policy, Finance, Customer Service, Budgets, Management, Recruiting, Project Planning, Marketing, Strategic Planning, Due Diligence, SAP, Accounting, Proposal Writing, Project Management, Leadership, Microsoft Office

Education
Humber College   1991 — 1993
Institute of Law Clerks of Ontario, Law Clerks Program, Real Estate Law, Estate Administration, Litigation

Managerial Design, William J. Reddin PhD.   2005 — 2005
Managerial Effectiveness

Landmark Education   2002 — 2004
Self Expression and Leadership, Communications

Chantal Ouimet, CIM Chantal Ouimet, CIM Montreal, Canada Area Details
Chantal Ouimet, CIM's Mackenzie Investments Experience September 2008 - September 2010
Job À la recherche de nouvelles opportunités
Industry Investment Management
Experience
Fiera Capital Corporation  September 2010 - November 2014
Mackenzie Investments   September 2008 - September 2010
Arrow Capital Management Inc  September 2004 - September 2008

Education
Université de Montréal - HEC Montréal
Bachelor's degree, Finance/Gestion internationale

Pranav Pranav Pranav Pranav Toronto, Canada Area Details
Pranav Pranav's Mackenzie Investments Experience July 2014 - Present
Job Trust Accountant at Mackenzie Investments
Industry Consumer Services
Experience
Mackenzie Investments   July 2014 - Present
Mackenzie Investments   January 2014 - July 2014
Belladona   January 2013 - July 2013
HDFC Bank  June 2012 - July 2012
Dhillon & Associates (CA Firm)   April 2008 - March 2010

Skills
Microsoft Excel, Banking, Accounting, Mutual Funds, Microsoft Office, Customer Service, Financial Analysis, Office Administration, Team Leadership, Teaching, Trust Services, Account Management, Account Reconciliation, Economic Data Analysis, Team Building, Training, Corporate Trust, Bookkeeping, financial, Journal Entries, Payroll, Bank Reconciliation, Fundamental Analysis, Comparative Market..., Finance, Analysis, Financial Planning, Investments, Financial Statements, Management, Auditing

Education
Delhi University   2010 — 2013
Bachelor of Commerce (B.Com.), Accounting and Finance

St. John's high school   1996 — 2008

Franck Desrosiers Franck Desrosiers Montreal, Canada Area Details
Franck Desrosiers's Mackenzie Investments Experience July 2008 - July 2009
Job Conseiller chez National Bank of Canada
Industry Banking
Experience
National Bank of Canada  March 2010 - Present
Mackenzie Investments   July 2008 - July 2009

Skills
Microsoft Office, Adobe, SketchUp, Corel Draw, Skype, Twitter, Finance, Investissements, Services financiers, Coaching, Analyste commercial, Crédit, Service client, Management

Education
Université de Montréal - HEC Montréal
Affaires / gestion, général



ÉDUCATION

Catherine Nutt Catherine Nutt Toronto, Canada Area Details
Catherine Nutt's Mackenzie Investments Experience October 2014 - Present
Job Associate HR Consultant at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments   October 2014 - Present
Mackenzie Investments   October 2012 - September 2014
Mackenzie Investments   July 2010 - October 2012
XCG Consultants Ltd.  March 2009 - July 2010

Skills
Employee Engagement, HRIS, Human Resources, Onboarding, Performance Management, Recruiting, Microsoft Office, Employee Relations, Time Management

Education
Conestoga College   2008 — 2009
Post Graduate Certificate, Human Resources

Wilfrid Laurier University   2004 — 2008
Bachelor of Science, Psychology

Bhreagh McCulloch Bhreagh McCulloch Toronto, Canada Area Details
Bhreagh McCulloch's Mackenzie Investments Experience April 2012 - May 2013
Job Marketing Associate, Value Add Programs, Product & Advisor Services at CIBC Asset Management
Industry Financial Services
Experience
CIBC Asset Management  June 2013 - Present
Tiffany & Co.   November 2011 - January 2014
Mackenzie Investments   April 2012 - May 2013
CIBC Imperial Service  January 2011 - April 2012
L.O.L. Comedy Group   January 2010 - December 2010
CIBC  May 2008 - December 2010

Skills
Event Planning, Advertising, Marketing, Customer Service, Event Management, Marketing Communications, Sales, Social Media Marketing, Time Management, Social Media, Public Relations

Education
Ryerson University   2010 — 2012
Event Management Certificate Program

George Brown College   2010 — 2010
Post - Graduate Certificate, Sport and Event Marketing

Trent University   2005 — 2009
BBA, Honours Bachelor of Business Administration

Natalia Doronina Natalia Doronina Toronto, Canada Area Details
Natalia Doronina's Mackenzie Investments Experience September 2015 - Present
Job Operations Service Administrator at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments   September 2015 - Present
Softron Tax  January 2015 - May 2015
Gulf House Restaurant   May 2014 - August 2014
McDonald's Corporation  May 2010 - September 2010

Skills
Microsoft Office, PowerPoint, English, Research, Customer Service, Microsoft Excel, Windows, Fast-paced, Multicultural Education, POS, Customer Satisfaction, Marketing, Leadership, Teamwork, Time Management, Team Leadership, Market Research, Microsoft Word, Management, Financial Analysis, Project Management, Tax Accounting, Business Management, Tax Preparation

Education
Centennial College   2012 — 2013
Post Graduate Certificate, Global Business Management

Hansa Language Centre
French as a Foreign Language, Niveau pré-intermédiaire

Chelyabinsk State University   2007 — 2011
Bachelor's degree, Economics and Finance

Alex Blinnikau Alex Blinnikau Montreal, Canada Area Details
Alex Blinnikau's Mackenzie Investments Experience May 2010 - March 2011
Job Senior risk management analyst at National Bank of Canada
Industry Financial Services
Experience
National Bank of Canada  October 2014 - Present
National Bank of Canada  May 2013 - October 2014
National Bank of Canada  July 2011 - November 2012
Mackenzie Investments   May 2010 - March 2011

Skills
Investments, Banking, Portfolio Management, Mutual Funds, Wealth Management

Education
Concordia University   2007 — 2010
Business, Finance

...

Lisa Liang Lisa Liang Greater Boston Area Details
Lisa Liang's Mackenzie Investments Experience November 2006 - August 2008
Job Procurement Analyst at Blue Cross Blue Shield of Massachusetts
Industry Hospital & Health Care
Experience
Blue Cross Blue Shield of Massachusetts  February 2014 - Present
State Street Bank  June 2012 - June 2013
EF Education First  September 2008 - May 2011
Mackenzie Investments   November 2006 - August 2008

Skills
Data Analysis, PowerPoint, Microsoft Excel, Research, Market Research, Valuation, Statistical Data..., Financial Modeling, Financial Analysis, Presentations, Strategy, Project Management, Finance

Education
Northeastern University - Graduate School of Business Administration   2011 — 2013
Full-time MBA, Corporate Finance

University of Toronto - New College   2001 — 2006
Hon. B.S., Economics/Statistics

Caitlin Thompson Caitlin Thompson Toronto, Canada Area Details
Caitlin Thompson's Mackenzie Investments Experience May 2006 - August 2009
Job Project Manager, Organizational Psychology
Industry Writing and Editing
Experience
Optimum Talent  January 2015 - Present
Optimum Talent  October 2013 - Present
Optimum Talent  May 2012 - October 2013
Mackenzie Investments   May 2006 - August 2009

Skills
Customer Service, Building Relationships, Microsoft Word, Microsoft Excel, Microsoft Office, Teamwork, Research, Interviews, Leadership, Training, Marketing Communications, Writing, Academia, Academic Writing, Social Media, Editing, Time Management, Workshop Facilitation, Event Planning, Team Building

Education
Concordia University

University of Toronto
Bachelor of Arts (BA), Diversity Studies and English Literature

Jelena Jevtic Jelena Jevtic New York, New York Details
Jelena Jevtic's Mackenzie Investments Experience May 2007 - August 2007
Job Brand Marketer, CPG/FMCG
Industry Consumer Goods
Experience
Colgate Palmolive  October 2013 - Present
Colgate Palmolive  August 2012 - October 2013
QUADRANT COSMETICS  March 2011 - July 2012
Shiseido  August 2009 - March 2011
Mackenzie Investments   May 2007 - August 2007

Skills
Marketing Strategy, Marketing Communications, Retail, Brand Management, Marketing, Merchandising, Social Media Marketing, Brand Development, Competitive Analysis, Customer Insight, Market Planning, Marketing Management, Skin Care, Social Media, Trade Marketing

Education
McGill University   2005 — 2009
Bachelors of Commerce, Major: Marketing, Minor: Media & Communications Studies

Jane Jhaveri-Malt Jane Jhaveri-Malt Toronto, Canada Area Details
Jane Jhaveri-Malt's Mackenzie Investments Experience October 1995 - May 1998
Job Vice President, Strategy & Communication, International Banking, Scotiabank
Industry Banking
Experience
Scotiabank  October 2011 - March 2013
Scotiabank  January 2008 - October 2011
Scotiabank  September 2005 - January 2008
IBM Canada  May 1998 - September 2005
Mackenzie Investments   October 1995 - May 1998
Royal Bank of Canada  May 1992 - September 1993

Skills
Management, Commercial Banking, Change Management, Management Consulting, Strategy, Retail Banking, Banking, Risk Management, Business Transformation, Business Process..., Financial Services, Business Strategy, Business Analysis, Equities, Financial Modeling, Relationship Management

Education
McGill University   1993 — 1995
MBA, Strategy & Finance

University of Ottawa   1988 — 1992
B.Commerce (Honours), Finance, Law

Joselito Jose Joselito Jose Toronto, Canada Area Details
Joselito Jose's Mackenzie Investments Experience September 2000 - May 2002
Job Pay and Benefits Administrator (Generalist) at Ontario Ministry of Government Services
Industry Government Administration
Experience
Ontario Ministry of Government Services  July 2013 - Present
Ministry of Government Services  March 2011 - June 2013
Combined Insurance (Canada)   May 2002 - November 2010
Mackenzie Investments   September 2000 - May 2002
Manila Banking Corporation   March 1982 - November 1987

Skills
Microsoft Office, Team Leadership, QuickBooks, Insurance, Access, Human Resources, Risk Management, Payroll, Time Management, Employee Benefits

Education
North American College (Toronto)   2010 — 2011
Accounting & Finance, Accounting

CDI College ( Scarborough, Ontario)   2000 — 2001
IT Tech, Information Technology

Far Eastern University   1977 — 1982
Bachelor Of Science in Commerce, Accounting

Columban College - Olongapo City   1974 — 1977
High School

Vesna Stanic, PMP Vesna Stanic, PMP Toronto, Canada Area Details
Vesna Stanic, PMP's Mackenzie Investments Experience November 2013 - Present
Job Senior Project Manager at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments   November 2013 - Present
Mackenzie Investments   June 2009 - October 2013
Mackenzie Investments   June 1996 - June 2009

Skills
PMP, Software Project..., Project Planning, Team Building, Stakeholder Management, Risk Management, Scope Management, Cost Management, Issue Management, Team Leadership, Emotional Intelligence, Full project lifecycle..., IT Project..., Earned Value Management, Vendor Management, Lessons Learned, Project Management, Change Management, MS Project, Primavera, Leadership Development, PMO, Resource Management, Project Portfolio..., Software Documentation, Systems Analysis, Business Process, Program Management, Business Process..., Microsoft Project

Education
University of Toronto   2011 — 2013
Project Management Certificate, Project Management

Ryerson University   1994 — 1999
Bachelor of Commerce (BComm), Information Technology, Finance

Sveučilište u Splitu   1986 — 1989
Civil Engineering

David Bambek David Bambek Toronto, Canada Area Details
David Bambek's Mackenzie Investments Experience July 2013 - Present
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

Marco Dugo Marco Dugo Toronto, Canada Area Details
Marco Dugo's Mackenzie Investments Experience March 2010 - Present
Job Business Continuity Consultant at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments   March 2010 - Present
Mackenzie Investments   February 2005 - March 2010
Mackenzie Investments   July 2002 - December 2004
Mackenzie Investments   February 2001 - June 2002
Italian Chamber of Commerce  June 1993 - January 2001

Skills
Management, Business Requirements, Coaching, Vendor Management, Customer Service, Employee Benefits, Microsoft Excel, Business Analysis, French, Solution Architecture, Training, System Administration, Relationship Management, Portfolio Management, Mutual Funds, Requirements Gathering, Workshop Facilitation, Team Building, Leadership, Financial Services, Disaster Recovery, Software Documentation, Analysis, Change Management, Incident Management, Business Continuity..., Employee Training, Call Centers, Training Delivery, Business Continuity, Process Improvement, Risk Management, Policy, Consulting, Business Process...

Education
Ryerson University   2007 — 2010
HRM, Human Resources Management

Concordia University   1990 — 1993
Modern Lanaguages

Dawson College   1987 — 1990
D.E.C., Humanities

Marija Prce Marija Prce Toronto, Canada Area Details
Marija Prce's Mackenzie Investments Experience September 2015 - Present
Job Digital Marketing & Advertising Strategy Professional
Industry Marketing and Advertising
Experience
Mackenzie Investments   September 2015 - Present
DAC Group  June 2014 - July 2015
Franklin Templeton Investments  June 2012 - June 2014
Gearshift Inc.   January 2010 - June 2012
CIBC  July 2009 - June 2012
Royal Bank of Canada  July 2007 - March 2009
RBC  November 2005 - March 2007

Skills
Competitive Analysis, Marketing Strategy, Social Media Marketing, Advertising, Digital Strategy, Brand Development, Strategic Planning, Leadership, Negotiation, Team Leadership, SEO, SEM, Brand Management, Project Management, Interactive Advertising, Native Advertising, Content Marketing, Consumer Insight, Digital Advertising, Mobile Advertising, Online Advertising, Digital Marketing

Education
IE Business School
Executive Education Open Program, Digital Marketing

IE Business School   2011 — 2012
Global MBA

York University - Schulich School of Business   2001 — 2005
iBBA, Marketing

Wirtschaftsuniversität Wien   2004 — 2004
Economics

Richard Gluck Richard Gluck Greater New York City Area Details
Richard Gluck's Mackenzie Investments Experience 1998 - 2003
Job Global Investment Strategist | Portfolio Manager | Client Advisor
Industry Investment Management
Experience
Global Investing, Strategy and Advice   2015 - Present
Itaú Private Bank  2012 - 2014
Trilogy Global Advisors, LP  2004 - 2012
Mackenzie Investments   1998 - 2003
Oppenheimer Capital  1993 - 1998

Skills
Global Macro, Portfolio Management, Bonds, Emerging Markets, Fixed Income, FX trading, Investment Strategies, FX Hedging, Fixed Income Analysis, Credit Analysis, Equities, Hedge Funds, FX Options, Options, Derivatives, Investments, Macroeconomics, Microsoft Excel, Matlab, Statistics, Bloomberg, Asset Allocation, Alternative Investments, FX Trading

Education
Massachusetts Institute of Technology - Sloan School of Management
SM, Finance

State University of New York at Buffalo
BA, Economics

Jaimin Choksi Jaimin Choksi Toronto, Canada Area Details
Jaimin Choksi's Mackenzie Investments Experience October 2014 - Present
Job Supervisor, Portfolio Administration Private Wealth Counsel at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments   October 2014 - Present
Mackenzie Investments   January 2013 - September 2014
Mackenzie Investments   March 2012 - January 2013
IFDS  November 2009 - February 2012

Skills
Microsoft Office, Mutual Funds, Investments, Project Management, Accounting, Transfer Agency, Customer Service, Financial Services, Analysis, Risk Management, Business Analysis

Education
Everest College   2008 — 2009
Banking & Financial Services, Financial Planning and Services, 87%

George Brown College   2005 — 2008
Diploma, Financial Planning and Services

HR College   2000 — 2003
Bachelor of Commerce (BCom), Accounting and Business/Management

Winny Ngoi Winny Ngoi Toronto, Canada Area Details
Winny Ngoi's Mackenzie Investments Experience 2004 - 2006
Job Marketing Specialist at ADEFE Association pour le Developpement de la Femme et de l'Enfant
Industry Government Relations
Experience
IRB - Immigration & Refugee Board   May 2014 - Present
ADEFE - Association pour le Developpement de la Femme et de l'Enfant   March 2014 - Present
LGC Media Center   2011 - Present
Franklin Templeton Investments  2008 - 2012
Mackenzie Investments   2004 - 2006

Skills
Strategic Planning, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, PowerPoint, Customer Service, Leadership, Team Leadership, Outlook, Teamwork, Time Management, Social Media

Education
Humber College   2006 — 2008
Business Administration and Management, General

Le College Français

Lorraine Yeung Lorraine Yeung Toronto, Canada Area Details
Lorraine Yeung's Mackenzie Investments Experience December 2008 - Present
Job Financial Analyst
Industry Financial Services
Experience
Mackenzie Investments   December 2008 - Present
Sun Life Financial  July 1992 - July 2003

Skills
Accounting, Reconciliation, Investments, Valuation, Excel, General Ledger, Account Reconciliation, Financial Accounting, GAAP

Education
Centennial College   1990 — 1995
Accounting

Mackenzie High School, Guyana   1967 — 1968

John Sclodnick John Sclodnick Toronto, Canada Area Details
John Sclodnick's Mackenzie Investments Experience May 2012 - September 2012
Job Equity Research Associate, Gold and Precious Metals at Desjardins
Industry Capital Markets
Experience
Desjardins  May 2013 - Present
Mackenzie Investments   May 2012 - September 2012
Invesco Canada (Invesco Trimark)   January 2011 - August 2011
Invesco Canada (Invesco Trimark)   October 2009 - December 2010
Maple Trips   May 2007 - September 2009
Junta de Andalucía  August 2008 - June 2009

Skills
International Economics, Financial Analysis, Financial Modeling, Investment Strategies, International Trade, Physical Comedy, Mutual Funds, Investments, Finance, Financial Advisory, Corporate Finance, Equities, Bloomberg

Education
Schulich School of Business   2011 — 2013
International MBA, Finance and Global Mining Management

Dalhousie University   2005 — 2008
BA, Economics and Philosophy majors

University of King's College   2004 — 2005
BA, Foundation Year Program

Pierre Lafontaine Pierre Lafontaine Montreal, Canada Area Details
Pierre Lafontaine's Mackenzie Investments Experience January 2015 - Present
Job District Vice President at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments   January 2015 - Present
TD Asset Management  June 2012 - January 2015
Sun Life Global Investments  June 2011 - June 2012
Fidelity Investments  June 2006 - May 2011
TD Bank  May 2005 - July 2006
HSBC Finance  February 2003 - May 2005

Skills
Wealth Management, Investment Strategies, Mutual Funds, Strategic Financial..., Investments, Retirement Planning, Investment Advisory, Financial Advisory, Financial Services, Wealth, Insurance, Retirement, Financial Planning

Education
Canadian Securities Institute (CSI)   2009 — 2009
Certificate, Financial Planning

Université de Montréal - HEC Montréal   2002 — 2005
B.Comm, Finance

Maryna Koretska Maryna Koretska Montreal, Canada Area Details
Maryna Koretska's Mackenzie Investments Experience 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

Rubeena Khan, CIM Rubeena Khan, CIM Toronto, Canada Area Details
Rubeena Khan, CIM's Mackenzie Investments Experience June 2011 - Present
Job National Sales Rep (Group Plans) at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments   June 2011 - Present
Mackenzie Investments   February 2010 - June 2011

Skills
Mutual Funds, Investments, Wealth Management, Portfolio Management, Financial Services, Equities, Banking, Relationship Management, Financial Analysis, Fixed Income, Asset Management, Securities, Strategic Financial..., Derivatives, Capital Markets, Risk Management, Bloomberg, Sales, Financial Markets, Business Development, Financial Advisory

Education
Goa University   2001 — 2005
Bachelor of Science (B.Sc.), Analytical Chemistry

Canadian Securities Institute   2014 — 2014
Chartered Investment Manager (CIM)

Canadian Securities Institute   2012 — 2013
Chief Compliance Officers Qualifying Exam (CCO)

Canadian Securities Institute   2010 — 2010
Canadian Securities Course

Sergio Lujan Sergio Lujan Toronto, Canada Area Details
Sergio Lujan's Mackenzie Investments Experience November 2013 - Present
Job Internal Wholesaler at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments   November 2013 - Present
Mackenzie Investments   July 2012 - October 2013
Mackenzie Investments   December 2011 - June 2012
Private Investor  October 2010 - November 2011
Spanish Ministry of Education  September 2010 - June 2011

Skills
Time Management, Equities, PowerPoint, Customer Service, Social Media, Sales, Marketing, Analysis, Financial Analysis, Financial Planning, Financial Services, Market Research, Leadership, Portfolio Management, Relationship Management

Education
Chartered Investment Manager   2013 — 2014
CIM

Canadian Securities Course
CSC, Finance

Brock University   2006 — 2010
Bachelor, Business Administration

Sung Won Sohn Sung Won Sohn Toronto, Canada Area Details
Sung Won Sohn's Mackenzie Investments Experience November 2014 - September 2015
Job Global Security Master and Centralized Pricing Associate at State Street
Industry Financial Services
Experience
State Street  September 2015 - Present
Mackenzie Investments   November 2014 - September 2015
Procter & Gamble  July 2013 - June 2014
CS Wind Canada   February 2013 - July 2013
Starbucks  January 2012 - January 2013

Skills
Data Analysis, SAP ERP, Microsoft Excel, Problem Solving, Microsoft Word, Oral & Written..., Microsoft Access, Microsoft Powerpoint, Customer Service, Outlook, PowerPoint

Education
University of Toronto   2009 — 2013
Honours Bachelor of Science, Economics/Human Biology Double Major

Handong Global University   2007 — 2008
Bachelor's degree, International Relations

Robert Tetrault Robert Tetrault Montreal, Canada Area Details
Robert Tetrault's Mackenzie Investments Experience November 2012 - January 2015
Job Regional VP of Sales at Mackenzie Financial
Industry Financial Services
Experience
Toastmasters  2012 - Present
Mackenzie Investments   November 2012 - January 2015
Sun Life Financial  August 2011 - September 2012
Assante Gestion de Patrimoine   1994 - 2009
dpm   1994 - 1999

Skills
Retirement, Fixed Annuities, Series 7, Series 63, Strategic Financial..., Disability Insurance, Asset Allocation, Life Insurance, Pensions, Investment Strategies, Long-term Care, Portfolio Management, Securities, Mortgage Lending, Series 6, Finance, Financial Planning, Retirement Planning, Mutual Funds

Education
Concordia University

Scott Schofield, CIM Scott Schofield, CIM London, Canada Area Details
Scott Schofield, CIM's Mackenzie Investments Experience March 2014 - Present
Job Senior Vice President at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments   March 2014 - Present
Dynamic Funds  November 2001 - March 2014
Dynamic Funds  March 2000 - November 2001
Franklin Templeton Investments  December 1998 - March 2000

Skills
Public Speaking, Mutual Funds, Wealth Management, Hedge Funds, Competitive Analysis, Portfolio Management, Financial Advisory, Investment Advisory, Investment Strategies, Strategic Financial..., Asset Allocation, Equities, Securities, ETFs, Investments, Asset Management, Relationship Management, Financial Services, Alternative Investments, Retirement Planning, Sales Process, Building Relationships

Education
Dalhousie University   1994 — 1998
BA, Economics

Kings Edgehill   1992 — 1994

Abu Salmaan Sheikh Abu Salmaan Sheikh Toronto, Canada Area Details
Abu Salmaan Sheikh's Mackenzie Investments Experience January 2006 - July 2007
Job People focused enterprise IT Project Management Professional (PMP)
Industry Information Technology and Services
Experience
Home Hardware  February 2012 - Present
Shoppers Drug Mart  September 2010 - February 2012
RoamEx   September 2009 - September 2010
EMC  July 2007 - July 2009
Mackenzie Investments   January 2006 - July 2007
Mackenzie Investments   January 2003 - December 2005
Mackenzie Investments   February 2001 - December 2002
NHLPA  September 1999 - November 2000
Mackie Research Capital  June 1998 - August 1999
ILX Systems  July 1996 - June 1998

Skills
PMP, Project Management, Project Portfolio..., IT Management, ITIL, Security, Information Security, CISSP, CISM, CISA, Change Management, Infrastructure, IT Service Management, Disaster Recovery, Supply Chain, Agile Methodologies, IT Strategy, Data Center, Enterprise Architecture, SDLC, Firewalls, Network Security, Management, Vendor Management, IT Operations, Solution Architecture, Integration, Technical Support

Education
Pace University
M.Sc.

Kean University
B.Sc.

Laura Vertucci Laura Vertucci Toronto, Canada Area Details
Laura Vertucci's Mackenzie Investments Experience March 2011 - April 2015
Job Senior Financial Analyst at Mackenzie Investments
Industry Investment Management
Experience
Mackenzie Investments   March 2011 - April 2015
Portland Private Equity   March 2010 - March 2011
International Fund Services (Ireland) Ltd, A State Street Company   April 2008 - October 2008
Citco Fund Services  July 2007 - March 2008
Citco Fund Services  January 2006 - June 2007

Skills
Financial Reporting, Financial Analysis, Hedge Funds, Accounting, Mutual Funds, Fund Of Funds, Private Equity, Planning, Fund Administration, Financial Statements, Investments, IFRS, Project Planning, Auditing, Account Reconciliation, Analysis, Fund Accounting, Portfolio Management, Valuation, Corporate Finance, Financial Modeling, Finance, Alternative Investments, Financial Services, Asset Allocation

Education
McMaster University   2015 — 2016
Public Relations Certificate

Goodman School of Business at Brock University   2009 — 2010
Master of Accountancy

Canadian Securities Institute
CSC

Brock University   2000 — 2004
BBA (Honours) First Class Standing, Finance Concentration

Timothy Tse Timothy Tse Provo, Utah Details
Timothy Tse's Mackenzie Investments Experience May 2015 - August 2015
Job Student at Brigham Young University
Industry Accounting
Experience
Mackenzie Investments   May 2015 - August 2015
TD  May 2014 - August 2014

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Customer Service, Financial Analysis, Access, Teamwork, Accounting, Social Media, Data Analysis, Financial Reporting, Presentation Skills

Education
Brigham Young University   2013 — 2017
Master’s Degree, Accounting

Brigham Young University   2013 — 2015
Master’s Degree, Accounting

Rachel St-Louis Rachel St-Louis Montreal, Canada Area Details
Rachel St-Louis's Mackenzie Investments Experience September 2015 - Present
Job District Sales Coordinator at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments   September 2015 - Present
Mackenzie Investments   September 2015 - Present
Atlific Hotels  February 2014 - September 2015
CN  March 2012 - December 2013
Reitmans  January 2011 - February 2012
Kruger Inc.  June 2010 - September 2010

Skills
Windows, HTML, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, English, PowerPoint, Outlook, Management, Analysis, Windows 7, Sales, Marketing, Access, E-commerce, Team Leadership, System Administration, SharePoint, Teamwork, Databases, Business Analysis, Project Coordination, Lotus Notes, CSS, Administration, Editing, Social Media, Customer Satisfaction, Social Networking, Telecommunications, Marketing Strategy, Project Management

Education
Concordia University   2006 — 2009
Communications & Medias, Liberal Arts and Sciences/Liberal Studies

Dawson College   2004 — 2006
Bachelor of Arts (BA), Communications and Media Studies

Anthony Alimbertis, MBA Anthony Alimbertis, MBA Montreal, Canada Area Details
Anthony Alimbertis, MBA's Mackenzie Investments Experience January 2015 - Present
Job District Vice President at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments   January 2015 - Present
Fidelity Investments  September 2013 - January 2015
Fidelity Investments  May 2011 - September 2013
Standard Life  January 2010 - April 2011
Bank of Montreal  January 2008 - December 2009

Skills
Investments, Portfolio Management, Investment Strategies, Strategic Financial..., Mutual Funds, Financial Analysis, Wealth Management, Valuation, Derivatives, Financial Services, Alternative Investments, Retirement Planning, Financial Planning, Equities, Finance

Education
Concordia University   2010 — 2013
MBA, Investment Management

Concordia University   2006 — 2009
BComm, Finance

Taranjit Randhawa Taranjit Randhawa Toronto, Canada Area Details
Taranjit Randhawa's Mackenzie Investments Experience May 2015 - August 2015
Job 4th Year Queen's School of Business Student
Industry Management Consulting
Experience
Smith School of Business At Queen's University   October 2015 - Present
Mackenzie Investments   May 2015 - August 2015
Moen Incorporated  April 2014 - August 2014
Investors Group  July 2013 - August 2013
Anglican Diocese of Niagara   June 2013 - August 2013
Junior Achievement Company Program   October 2009 - April 2012
RBC Royal Bank  October 2010 - January 2011

Skills
Teamwork, Leadership, Analytical Skills, Critical Thinking, Result Oriented, Finance, Communication, PowerPoint

Education
Queen's University   2012 — 2016
Bachelor of Commerce (BCom), Finance

European Business School Oestrich-Winkel

Lester B. Pearson High School   2008 — 2012

Marla Millman Marla Millman Vancouver, Canada Area Details
Marla Millman's Mackenzie Investments Experience March 2003 - Present
Job District Sales Representative at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments   March 2003 - Present
RBC Dominion Securities  December 1996 - March 2003
Richardson Greenshields  May 1993 - December 1996

Skills
Investments,..., Investments, Mutual Funds, Trading, Investment Strategies, Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning, Asset Management, Portfolio Management, Equities, Strategic Financial..., Investment Management

Education
Canadian Securities Institute   1998 — 1998
Honors, Investments and Securities

Douglas College   1993 — 1995
Bachelor of Business Administration (B.B.A.), Business/Commerce, General

Langara College   1990 — 1992
Computer Information Systems , Analyst, Information Technology, Certificate

Burnaby South   1985 — 1989
Diploma

Jake Rennie Jake Rennie Toronto, Canada Area Details
Jake Rennie's Mackenzie Investments Experience May 2015 - August 2015
Job Sales Intern at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments   May 2015 - August 2015
Sporting Life  May 2013 - August 2013

Skills
Teamwork, Time Management, Social Media, Leadership, Team Leadership, Public Speaking, Sales, Investments, Negotiation, Securities, Financial Analysis, Financial Markets, Mutual Funds, Equity Research, Financial Services, Wealth Management, Stock Trading, Investment Management

Education
Ivey Business School at Western University   2015 — 2017
Honors Business Administration, Finance, General

Huron University College   2013 — 2015
Bachelor of Economics

Upper Canada College   2004 — 2013
Ontario Secondary School Diploma & International Baccalaureate Diploma

Mary-Ann Leonowicz Mary-Ann Leonowicz Toronto, Canada Area Details
Mary-Ann Leonowicz's Mackenzie Investments Experience December 1993 - September 2003
Job Cardiac Mentor at Toronto General Hospital
Industry Hospital & Health Care
Experience
Toronto General Hospital  April 2014 - Present
Canadian Federal Government  April 2009 - August 2013
Canadian Federal Government  January 2007 - April 2009
City of Toronto  April 2005 - October 2006
Fidelity  October 2004 - April 2005
CIBC  September 2003 - June 2004
AGF Management Limited  May 1998 - September 2003
Mackenzie Investments   December 1993 - September 2003
J R Freethy Architects   1991 - 1993

Skills
Customer Service, Program Management, Training, Security, Project Management, Policy, Government, Process Improvement, Leadership, Negotiation, Public Speaking, Teaching, Time Management, Research, Team Leadership, Social Media

Education
University of Guelph   2013 — 2013
Certificate, Open Learning

University of Toronto   1988 — 1991
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)

Carleton University   1987 — 1988
Bachelor of Arts (B.A.)

David Kojah-Oghlanian David Kojah-Oghlanian Montreal, Canada Area Details
David Kojah-Oghlanian's Mackenzie Investments Experience July 2015 - Present
Job Senior Client Relations Representative at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments   July 2015 - Present
Mackenzie Investments   2013 - 2015
CBC/Radio-Canada  2012 - 2013

Skills
Data Analysis, Economics, Project Management, Marketing, Research, SPSS, Microsoft Office, Teamwork, Problem Solving, Mutual Funds, Savings Accounts, Investments, RESP, Report Writing, Media, Audience Analysis, Data Management, Data Quality, Stata, Eviews, InfoSys+, Salesforce.com, SharePoint, Customer-focused, Highly detail oriented, Multitasking Skills, Employee Training

Education
HEC Montréal   2008 — 2011
Bachelor of Business Administration (B.B.A.), Applied Economics

Collège de Bois-de-Boulogne   2006 — 2008
Diploma of Collegial Studies (D.C.S.), Social Sciences

Caitlin Costello Caitlin Costello Ithaca, New York Details
Caitlin Costello's Mackenzie Investments Experience May 2011 - August 2013
Job Student at Ithaca College
Industry
Experience
Graduate Assistant  August 2014 - December 2014
Alma Mater Society  May 2013 - May 2014
Mackenzie Investments   May 2011 - August 2013

Skills
Social Media, Public Speaking, Research, Microsoft Office, Microsoft Word, Microsoft Excel, Event Planning, Customer Service, Teamwork, Fundraising, PowerPoint, Leadership, Editing, Team Leadership, Social Networking

Education
Ithaca College   2014 — 2015
Master's Degree, Early Childhood Education and Teaching

Queen's University   2010 — 2014
Bachelor of Arts (B.A.), Classical Studies and Archaeology

Courtney Appleby, CFP, CIM Courtney Appleby, CFP, CIM Toronto, Canada Area Details
Courtney Appleby, CFP, CIM's Mackenzie Investments Experience November 2008 - January 2009
Job Campaign Manager at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial  2013 - 2015
Sun Life Financial  October 2012 - December 2013
Sun Life Financial  October 2011 - October 2012
Sun Life Financial  December 2010 - October 2011
Sun Life Financial  April 2009 - December 2010
Mackenzie Investments   November 2008 - January 2009

Skills
Strategic Financial..., Retirement Planning, Mutual Funds, Wealth Management, Retirement, Analysis, Employee Benefits, Equities, Estate Planning, Financial Advisory, Financial Analysis, Financial Markets, Financial Planning, Financial Services, Fixed Annuities, Insurance, Investment Advisory, Investment Management, Investment Strategies, Investments, Pensions, Portfolio Management, Risk Management, Securities, Tax, Wealth

Education
George Brown College   2004 — 2008
Bachelor of Applied Business, Financial Planning

Centennial College   2001 — 2002
Journalism

Brittany Miranda Brittany Miranda Toronto, Canada Area Details
Brittany Miranda's Mackenzie Investments Experience May 2012 - August 2013
Job Financial Analyst
Industry Capital Markets
Experience
DBRS  September 2015 - Present
Miranda Accounting Corporation   July 2014 - September 2014
Mackenzie Investments   May 2012 - August 2013
Indigo  December 2010 - March 2011

Skills
Microsoft Excel, Public Speaking, Time Management, Teamwork, Getting The Job Done, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Research, Social Media, English, Windows, Event Planning, Bloomberg, Morningstar Direct, French, Team Leadership, Stressful Situations, Editing, QuickBooks, Caseware, Organization, Efficiency, Committed to..., Information Technology, Data Analysis

Education
McGill University   2011 — 2015
Bachelor of Commerce (BCom), Finance, General

Gagandeep Singh, PMP Gagandeep Singh, PMP Toronto, Canada Area Details
Gagandeep Singh, PMP's Mackenzie Investments Experience August 2014 - Present
Job Senior Project Manager at Mackenzie Investments
Industry Information Technology and Services
Experience
Mackenzie Investments   August 2014 - Present
IBM  October 2010 - August 2014
IBM  January 2008 - October 2010
Trilogy E-Business Software   November 2006 - January 2008
Fidelity  February 2006 - October 2006
HCL Technologies  August 1998 - February 2006
Modern Technologies Corporation(MTC)   July 1997 - August 1998

Skills
People Management, PMP, Resource Management, Software Project..., Program Management, Agile, Project Planning, Android, Requirements Analysis, Project Engineering, Project Finance, Agile Methodologies, Management, Project Management, Scrum, Global Delivery, Oracle, Agile Project Management, Team Management, SDLC, Project Delivery

Education
All India Management Association   2003 — 2005
PGDM, Systems

ASSET   1996 — 1997
Advance Diloma in Software Exports, SE, Java, C++, Oracle

APTECH   1994 — 1996
Hons. Diploma in Information & Systems Management, Foxpro, DBMS, SE, C++

Andhra University   1992 — 1995
B.A., (Public Administration, Sociology, Politics)

Nicolae Stanca Nicolae Stanca Toronto, Canada Area Details
Nicolae Stanca's Mackenzie Investments Experience December 2014 - Present
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

David Tiley David Tiley Edmonton, Canada Area Details
David Tiley's Mackenzie Investments Experience October 1995 - September 2001
Job Director, Conviction Equities Global Value at Alberta Investment Management Corporation (AIMCo)
Industry Investment Management
Experience
Alberta Investment Management Corporation (AIMCo)   November 2013 - Present
Mackenzie Cundill Investments   October 2001 - September 2012
Mackenzie Investments   October 1995 - September 2001

Skills
Portfolio Management, Equity Valuation, Special Situations, Equities, Bloomberg, Value Investing, Hedge Funds, Mutual Funds, Private Equity, Equity Research, Asset Management, Investment Management, Investment Strategies, Alternative Investments, Emerging Markets, Trading, Capital Markets, Fixed Income, Asset Allocation, Investments, Investment Advisory, Securities, ETFs

Education
Carleton University   1993 — 1997
Master of Arts (MA), Political Economy

Carleton University   1991 — 1993
Bachelor of Arts (BA), Honours

Griffith University   1987 — 1990
Bachelor of Arts (B.A.), Asian and International Studies

Mark Pahwa Mark Pahwa Toronto, Canada Area Details
Mark Pahwa's Mackenzie Investments Experience December 2011 - September 2012
Job Manager, Business Development at Excel Funds Management Inc.
Industry Investment Management
Experience
Excel Funds Management Inc.  September 2014 - Present
CI Investments Inc.  February 2013 - August 2014
Maven Investor   February 2013 - September 2013
Mackenzie Investments   December 2011 - September 2012
Guy Carpenter  April 2010 - August 2010

Skills
Excel, Microsoft Office, Problem Solving, Business Analysis, Strategic Planning, Bilingual, Security Analysis, Fixed I, Fixed Income Products, Equity Research, Derivatives, Exotic Derivatives, Finance, Investments, Financial Analysis, Analysis, Mutual Funds, Research, Teamwork, Management

Education
Carleton University   2009 — 2010
MBA, Finance

Carleton University   2003 — 2007
B.Math, Mathematics

Naqiyah Rampuri Naqiyah Rampuri Toronto, Canada Area Details
Naqiyah Rampuri's Mackenzie Investments Experience 2006 - 2009
Job Human Resources Generalist at St. Joseph Content
Industry Human Resources
Experience
St. Joseph Content  March 2014 - Present
St. Joseph Content (Pi Media, CMI, DW+P )   2011 - April 2014
Holiday Inn Toronto Yorkdale  2010 - 2011
Mackenzie Investments   2006 - 2009

Skills
Human Resources, Personnel Management, Management, Advertising, Employee Relations, Talent Management, HRIS, Customer Service, Recruiting, Performance Management

Education
George Brown College   2003 — 2006
Arts, Business Administration Human Resources Management

Sally Fazal Sally Fazal Toronto, Canada Area Details
Sally Fazal's Mackenzie Investments Experience August 1994 - September 2009
Job Pelee Consulting Inc, Principal
Industry Management Consulting
Experience
Pelee Advisors   September 2009 - Present
Community Living Oakville   June 2013 - Present
Oakville Distress Centre   June 2009 - Present
The Osborne Group  February 2011 - March 2012
Mackenzie Investments   August 1994 - September 2009

Skills
Strategic Planning, Financial Analysis, Program Management, Non-profits, Change Management, Strategy, Nonprofits, Fundraising, Team Building, Leadership, Governance, Coaching, Project Management, Process Improvement, Operations Management, Business Planning, Management Consulting, Workshop Facilitation, Business Strategy, Leadership Development, Organizational..., Business Process..., Entrepreneurship, Training, Management, Risk Management, Performance Management, Executive Management, Consulting, Organizational Design

Education
The University of Western Ontario - Richard Ivey School of Business   2005 — 2007
MBA, Business Administration and Management, General

Evan Creighton Evan Creighton Toronto, Canada Area Details
Evan Creighton's Mackenzie Investments Experience April 2012 - September 2012
Job Events and Marketing professional
Industry Marketing and Advertising
Experience
Parléview   June 2015 - August 2015
Mosaic Sales Solutions  June 2014 - June 2015
Me To We Style  January 2015 - May 2015
Festo  June 2013 - January 2014
Entrepreneurial Society of Guelph   September 2012 - May 2013
Mackenzie Investments   April 2012 - September 2012
Mackenzie Investments   May 2011 - September 2011
Mackenzie Investments   May 2010 - August 2010

Skills
Event Planning, Teamwork, Leadership, Time Management, Public Speaking, Social Media Marketing, Microsoft Office, Marketing Communications, Financial Services, Advertising, Marketing Strategy, Microsoft Excel, PowerPoint, Entertainment Management, Sponsorship Acquisition

Education
Humber College   2014 — 2015
Event Management

University of Guelph   2009 — 2013
Bcomm, Marketing

Oakville Trafalgar Highschool

Margarita Toscano Margarita Toscano Toronto, Canada Area Details
Margarita Toscano's Mackenzie Investments Experience May 2013 - Present
Job Senior QA Consultant at Mackenzie Investments
Industry Information Technology and Services
Experience
Mackenzie Investments   May 2013 - Present
Ministry of Transportation  January 2013 - April 2013
Bank of Montreal  November 2009 - November 2012
TELUS Communications  February 2009 - November 2009
Rogers Communications  February 2006 - February 2009

Skills
Integration, Oracle, Microsoft SQL Server, Test Management, System Integration..., SDLC, Waterfall, Requirements Analysis, DB2, SQL, Telecommunications, Test Execution, Test Design, Integration Testing, Quality Center, Test Automation, Business Requirements, Agile Methodologies, Business Analysis, Agile Testing, Performance Testing, Software Project..., Requirements Gathering, CRM, HP Quality Center

Education
Bank of Montreal Institute for Learning (IFL), Toronto   2001 — 2003
QA Training, QA Training

Escuela Colombiana de Ingeniería 'Julio Garavito'   1988 — 1994
Bachelor of Computer Science, IT

Bonnie Ho, CFA Bonnie Ho, CFA Toronto, Canada Area Details
Bonnie Ho, CFA's Mackenzie Investments Experience June 2015 - Present
Job Investment Product Manager at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments   June 2015 - Present
Mackenzie Investments   August 2013 - Present
Investor Economics  September 2010 - July 2013

Skills
Research, Mutual Funds, CRM, Financial Modeling, Project Management

Education
Rick Hansen S.S.

Queen's University   2006 — 2010
Bachelor of Commerce

Maastricht University   2009 — 2009
International Exchange Program

Fudan University   2009 — 2009
Mandarin Immersion Summer Program

Kanitha Boranprasit Kanitha Boranprasit Toronto, Canada Area Details
Kanitha Boranprasit's Mackenzie Investments Experience June 2007 - July 2008
Job Founder at Ronin Volleyball
Industry Financial Services
Experience
1-800-GOT-JUNK?  October 2013 - Present
Ronin Volleyball   October 2011 - Present
TheTradeShoppe.com   March 2011 - October 2013
Edward Jones  July 2008 - March 2011
Mackenzie Investments   June 2007 - July 2008

Skills
Strategy, Business Development, Leadership, Entrepreneurship, Business Strategy, B2B, Investments, Portfolio Management, Mutual Funds, Wealth Management, Strategic Financial..., Retirement Planning

Education
Dalhousie University   2001 — 2005
Commerce, Entrepreneurship major

Canadian Securities Institute
Securities Advisor, CSC & CPH

Financial Service Commission of Ontario
Life License, LLQP

Audrey Anderson Audrey Anderson San Francisco, California Details
Audrey Anderson's Mackenzie Investments Experience May 2011 - July 2011
Job Online Revenue Operations Analyst at Dropbox
Industry Internet
Experience
Dropbox  May 2014 - Present
Dropbox  July 2013 - May 2014
Special Olympics Great Britain   May 2012 - August 2012
Mackenzie Investments   May 2011 - July 2011

Skills
Research, Data Analysis, SQL, Hive, Microsoft Excel, Tableau, Public Speaking, Social Media, Microsoft Office, PowerPoint, Event Planning, Nonprofits, Editing

Education
Harvard University   2009 — 2013
Bachelor's degree, Sociology and Global Health Policy

St. Clement's School   2003 — 2009
High School

HBX Harvard Business School
Other; "Core: Credential of Readiness", Pass with High Honors

Hermon Tesfaghebriel Hermon Tesfaghebriel Vancouver, Canada Area Details
Hermon Tesfaghebriel's Mackenzie Investments Experience November 2010 - May 2012
Job Media Account Consultant at Yellow Pages / Pages Jaunes – Canada
Industry Financial Services
Experience
Yellow Pages / Pages Jaunes – Canada   March 2015 - Present
BC Lions Football Club  May 2012 - March 2015
Mackenzie Investments   November 2010 - May 2012
Boys and Girls Clubs of Canada  June 2009 - September 2010

Skills
Event Planning, Sales Process, Marketing, Value Selling, Time Management, Sports Marketing, Closings, Customer Service, Sales, Market Research, Sales Operations, Event Management, Social Media Marketing, Public Speaking, Marketing Strategy

Education
Bishop's University   2005 — 2010
BA, Economics Concentration Business Economics

Doris Xu Doris Xu Philadelphia, Pennsylvania Details
Doris Xu's Mackenzie Investments Experience June 2014 - August 2014
Job Student at University of Pennsylvania The Wharton School
Industry Higher Education
Experience
Fidelity Investments  2015 - Present
Mackenzie Investments   June 2014 - August 2014
The Wharton School  September 2013 - May 2014
Nanshan Capital Holdings, Ltd.   June 2013 - August 2013

Skills
Research, French, Bloomberg Terminal, PowerPoint, Microsoft Office, Microsoft Excel, Data Analysis, Microsoft Word, Event Planning, Piano Performance, Chamber Music

Education
University of Pennsylvania - The Wharton School   2012 — 2016
Bachelor's Degree, Business Economics & Public Policy; French Studies Minor, 3.83 GPA

Institut d'Etudes Politiques de Lyon   2014 — 2014
Bachelor's Degree, Sciences Politiques, 4.0 GPA

Université Lumière (Lyon II)   2014 — 2014
Bachelor's Degree, Sciences Économiques, 4.0 GPA

The Wheeler School   2008 — 2012
High School

Don Marston Don Marston Toronto, Canada Area Details
Don Marston's Mackenzie Investments Experience September 2001 - November 2014
Job Manager, Investment Communications (contract), at Schedule 1 Canadian Bank
Industry Financial Services
Experience
Schedule 1 Canadian Bank   March 2015 - Present
Mackenzie Investments   September 2001 - November 2014
Maxxum Financial   July 2000 - September 2001
Relaxed Yet Alert Communications Inc.   1997 - 2000
Maclean Hunter Business Publishing   1989 - 1996

Skills
Speech Writing, Ghostwriting, Editing, Technical Writing, Presentations, Corporate Communications, Marketing Strategy, Marketing Communications, Copywriting, Scripting, Public Relations, Publishing, Magazine Articles, Marketing, Mutual Funds, Direct Marketing, Advertising, Leadership, Financial Services, Marketing Research, Portfolio Management, Investments, Strategy, Strategic Planning

Education
McGill University   1986 — 1988
MBA, Marketing

Queen's University   1982 — 1986
B.Sc., Life Sciences

Liz Bolland Liz Bolland Toronto, Canada Area Details
Liz Bolland's Mackenzie Investments Experience May 2014 - Present
Job Systems Architect at Mackenzie Investments
Industry Computer Software
Experience
Mackenzie Investments   May 2014 - Present
IBM  April 2012 - March 2014
IBM  March 1997 - March 2012
Xerox  1986 - 1995

Skills
Requirements Analysis, SDLC, Solution Architecture, Integration, Business Analysis, Enterprise Architecture, XML, IT Strategy, Business Process, Pre-sales, JavaScript, Cloud Computing, Content Management..., Oracle SQL, Software Development, Java, SOA, Agile Methodologies, Unix, Java Enterprise Edition

Education
Dawson College   1978 — 1981
Computer Science, Computer Science

Bryan Sin Bryan Sin Toronto, Canada Area Details
Bryan Sin's Mackenzie Investments Experience October 2001 - March 2002
Job Commercial Lender, Bank of Montreal (Card lending and Sales department)
Industry Banking
Experience
Bank of Montreal  June 2010 - Present
BMO  July 2008 - May 2010
BMO  December 2005 - July 2008
BMO  October 2002 - November 2005
Mackenzie Investments   October 2001 - March 2002

Skills
Credit, Fluent in English,..., Consumer Lending, Small Business Lending, Fraud security and..., Accounting

Education
McMaster University   1997 — 1999
Bachelor's degree, Economics

George Brown College   1995 — 1997
Diploma in Business Accounting, Accounting

East Los Angeles College   1990 — 1995

Raimondi College   1988 — 1993
High School

Hisham Essa Hisham Essa Toronto, Canada Area Details
Hisham Essa's Mackenzie Investments Experience May 2012 - March 2013
Job Analytical and relationshiporiented professional
Industry Financial Services
Experience
Fidelity Investments  December 2013 - Present
Mackenzie Investments   May 2012 - March 2013
Mackenzie Investments   December 2010 - May 2012
CIBC  August 2009 - December 2010
Barclay's  September 2007 - January 2009
United Bank Limited  September 2006 - September 2007
Arab Bank  June 2003 - July 2006

Skills
Business Analysis, Team Leadership, Project Management, Sales, Microsoft Office, Team Management, Business Planning, Negotiation, Mutual Funds, Marketing Communications, Sales Management, Internal Communications, Strategic Communications, Wealth Management, Investments, Securities, Financial Services, Proposal Writing, Bloomberg, Account Management, CRM databases, AS400 system, Lotus Notes, Outlook, MPower, Coins, SAS, Portfolio Management, Retail Banking

Education
Canadian Investment Fund Course (IFIC)   2009 — 2009

Arab Academy for Science, Technology and Maritime Transport   1998 — 2002
Bachelor of Business Administration in Financial Management, Financial Management

Allison Barnard Allison Barnard Toronto, Canada Area Details
Allison Barnard's Mackenzie Investments Experience April 2012 - November 2014
Job Digital content manager with expertise in content strategy, management, and production
Industry Internet
Experience
Mackenzie Investments   April 2012 - November 2014
Gowling Lafleur Henderson LLP  April 2010 - April 2012
Ticketmaster Canada LP   April 2006 - April 2010
Chum Television  November 2000 - April 2006
Pearson Education  1998 - 2000

Skills
Web Analytics, Content Strategy, Web Content, Writing, Web Content Management, Web Content Production, Social Media, SEO, Content Development, Content Creation, SEO copywriting, Newsletters, Social Networking, Content Management, CMS, Marketing

Education
University of Toronto
Honours BA, English and Geography

Ryerson University
Marketing Certificate

George Brown College

Thomas Clancy Thomas Clancy Greater Boston Area Details
Thomas Clancy's Mackenzie Investments Experience 2014 - 2015
Job Senior Vice President at Fiera Capital Global Asset Management
Industry Investment Management
Experience
Fiera Capital Global Asset Management   June 2015 - Present
Mackenzie Investments   2014 - 2015
AGF Management Limited  2009 - 2014
State Street Global Advisors (SSgA)   2003 - 2009
State Street  1999 - 2003

Skills
Asset Managment, Investments, Fixed Income, Mutual Funds, Equities, Alternative Investments, Hedge Funds, Investment Management, Portfolio Management, Investment Strategies, Asset Allocation, ETFs, Series 7, Bloomberg, Series 63, Financial Modeling, Investment Advisory, Financial Analysis, Wealth Management, Trading, Derivatives, Institutional..., Financial Services, Bonds, Asset Management, Capital Markets, Financial Markets, Securities

Education
Northeastern University   2010 — 2012
Master of Business Administration (M.B.A.)

Framingham State University   1997 — 2001
Bachelor's Degree

Richard B. Weed, CFA Richard B. Weed, CFA Greater Boston Area Details
Richard B. Weed, CFA's Mackenzie Investments Experience July 2015 - Present
Job Senior Vice President at Mackenzie Investments
Industry Investment Management
Experience
Mackenzie Investments   July 2015 - Present
F-Squared Investments  September 2011 - July 2015
Vernon Square Capital LLC   January 2009 - December 2010
Putnam Investments  December 2000 - December 2008
State Street Global Advisors  March 1993 - December 2000

Skills
Capital, Equities, Investment Management, Alternative Investments, Hedge Funds, Portfolio Management, Emerging Markets, Investment Strategies, Asset Allocation, Investments, Bloomberg, Mutual Funds, Asset Managment, Quantitative Finance, Venture Capital, Securities, Structured Products, Options, Investment Advisory, Capital Markets, Financial Markets, Portfolio Optimization, Investment Banking, ETFs, Series 63, Trading, Asset Management, Trading Systems, Financial Modeling, Bonds, Fund Of Funds, Derivatives, Institutional..., Global Macro, Series 7, Financial Services, Wealth Management, Fixed Income, Quantitative Analytics, Private Equity, Equity Research, Equity Trading, Equity Derivatives, Electronic Trading, Valuation, Equity Valuation, Hedging, Market Risk, Separately Managed..., Structured Finance

Education
Massachusetts Institute of Technology - Sloan School of Management   1990 — 1992
MS, Finance

Northeastern University   1986 — 1989
MS, Chem. Eng

Worcester Polytechnic Institute   1981 — 1985
BS, Chem. Eng

Marblehead High School   1979 — 1981

Tonia Krauser Tonia Krauser Toronto, Canada Area Details
Tonia Krauser's Mackenzie Investments Experience 2001 - 2005
Job Director of Communications, Second Harvest
Industry Nonprofit Organization Management
Experience
Second Harvest  2008 - Present
DundeeWealth Inc.  2006 - 2008
EF Educational Tours  2005 - 2006
Mackenzie Investments   2001 - 2005
Merrill Lynch  2000 - 2001

Skills
Marketing Communications, Media Relations, Event Management, Social Media, Sponsorship, Fundraising, Strategic Communications, Public Relations, Marketing, Volunteer Management, Nonprofits, Event Planning, Corporate Communications

Education
University of Toronto   2007 — 2007
Corporate Communications

George Brown College   2002 — 2003
Marketing Management Certification & PR

Toronto School of Business   1998 — 1999
Business Administration Diploma, Honour Roll

Chris Doumakis Chris Doumakis Toronto, Canada Area Details
Chris Doumakis's Mackenzie Investments Experience January 2011 - Present
Job Business Consultant at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments   January 2011 - Present
Mackenzie Investments   December 2005 - December 2010
CIBC  March 2003 - October 2004
Fidelity Investments  April 1996 - August 2002
Fidelity Investments  November 1993 - March 1996

Skills
Securities, Requirements Gathering, Mutual Funds, SDLC, Forecasting, Business Analysis, Risk Management, Business Requirements, Financial Services, Investments, User Acceptance Testing

Education
Dalhousie University   1981 — 1985
Bachelor of Commerce (B.Com.), Finance and Economics

Daniel Hum Daniel Hum Toronto, Canada Area Details
Daniel Hum's Mackenzie Investments Experience January 2011 - April 2011
Job Financial Services
Industry Financial Services
Experience
B2B Trust  December 2011 - March 2012
Mackenzie Investments   January 2011 - April 2011
TD Canada Trust  February 2005 - September 2007
TD Waterhouse  August 1998 - January 2005
TD Securities Services   November 1996 - August 1998
Global Strategy Investments Services   January 1994 - October 1996

Education
Centennial College
Certificate

Shane McMahon Shane McMahon Greater New York City Area Details
Shane McMahon's Mackenzie Investments Experience July 2015 - Present
Job Vice President, Head of U.S. Institutional Sales and Service at Mackenzie Investments
Industry Investment Management
Experience
Mackenzie Investments   July 2015 - Present
Axiom International Investors  June 2008 - March 2015
New York Life Investment Management  May 2005 - June 2008
BNY Asset Management  September 2001 - May 2005
Deutsche Asset Management  1999 - August 2001
Bankers Trust  1995 - 2001
deutsche asset management  1995 - 2001
Bankers Trust  October 1995 - 1999
Mercer Investment Consulting  September 1992 - October 1995
Mercer  1992 - 1995

Skills
Asset Management, Investment Strategies, Mutual Funds, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Series 7, Fixed Income, Portfolio Management, Investments, Investment Management, Securities, Series 63, Capital Markets

Education
Boston University   1988 — 1992
BA, Mathematics and Sociology

James Akinsara James Akinsara Toronto, Canada Area Details
James Akinsara's Mackenzie Investments Experience June 2013 - November 2013
Job Looking for exciting new opportunities
Industry Information Technology and Services
Experience
Toronto 2015 Pan/Parapan American Games Organizing Committee  May 2015 - Present
Messageware   January 2015 - March 2015
SCI Group Inc  September 2014 - December 2014
Stratus Technology Limited   November 2013 - January 2014
Mackenzie Investments   June 2013 - November 2013
Insurance Corporation of British Columbia  March 2012 - September 2012
Best Buy Canada  October 2011 - February 2012
Glenbriar Technologies Inc  September 2009 - June 2011
Manpower Vancouver   2011 - 2011
Manpower Vancouver   2011 - 2011

Skills
Network Administration, Web Design, Active Directory, Microsoft Exchange, Windows Server, Troubleshooting, VMware, Hyper-V, System Deployment, SharePoint, Citrix, XP, Servers, DNS, SCCM, System Administration, Hardware, Technical Support, DHCP, Help Desk Support, Operating Systems, Windows XP, Information Technology, Windows 7, Blackberry Enterprise..., Group Policy, ITIL, Firewalls, Networking, Software Installation

Education
McMaster University   2009 — 2009
Information Technology Infrastructure Library(ITIL) certificate, 3.6

DeVry Institute of Technology   2008 — 2009
Bachelor of Applied Science (BASc), Computer Information Systems

Toronto School of Business   2007 — 2008
Small Business Administration/Management, 3.2

Toronto School of Business   2005 — 2006
Network Enginnering, Network and System Administration/Administrator, 3.5

Damon Murchison Damon Murchison Toronto, Canada Area Details
Damon Murchison's Mackenzie Investments Experience June 2014 - Present
Job Senior Vice President and Head of Retail Distribution at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments   June 2014 - Present
Manulife Financial  March 2013 - May 2014
Manulife Investments  July 2010 - February 2013
Fidelity Investments  September 1999 - July 2010

Skills
Mutual Funds, Wealth Management, Wealth, Portfolio Management, Investment Strategies, Financial Services, Asset Allocation, Investment Advisory, Retirement Planning, Investments, Securities, Financial Planners, Retirement, Strategic Financial..., Estate Planning, Alternative Investments, Asset Managment, Finance, Capital Markets

Education
Ivey Business School at Western University   2009 — 2010
MBA, EMBA Program

Canadian Securities Institute   1998 — 1999
PFP, Professional Financial Planning Designation

Western University   1988 — 1991
BA, Economics

Gianna Di Sabato Gianna Di Sabato Montreal, Canada Area Details
Gianna Di Sabato's Mackenzie Investments Experience March 2015 - Present
Job Manager, Inside Sales at Mackenzie Investments
Industry Wholesale
Experience
Mackenzie Investments   March 2015 - Present
Mackenzie Investments   April 2012 - Present
AEGON Canada / Transamerica  September 2005 - April 2012
Fidelity Investments  December 2002 - September 2005

Skills
Sales, Management, Business Planning, Portfolio Management, Investment Strategies, Investments, Mutual Funds, French, Product Marketing, Retail, Wealth Management, Sales Management, Relationship Management, Insurance, Financial Services, Retirement Planning

Education
McGill University   1995 — 1997
B.Comm, Management Science / Marketing

Eugene Profis Eugene Profis Toronto, Canada Area Details
Eugene Profis's Mackenzie Investments Experience December 2013 - Present
Job Vice President and Portfolio Manager at Mackenzie Investments
Industry Investment Management
Experience
Mackenzie Investments   December 2013 - Present
Burgundy Asset Management  2008 - 2013

Skills
Equities, Valuation, Financial Modeling, Asset Management, Investments, Capital Markets, Portfolio Management, Asset Allocation, Hedge Funds, Mutual Funds, Private Equity, Financial Analysis

Education
Ivey Business School at Western University   2001 — 2005
HBA, MBA, Finance

Ivey Business School at Western University
HBA MBA, Business/Commerce, General

Andre Sutherland Andre Sutherland Toronto, Canada Area Details
Andre Sutherland's Mackenzie Investments Experience January 2015 - Present
Job Operations at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments   January 2015 - Present
United Way of Greater Toronto  2014 - 2014
Foresters  March 2013 - June 2013
Transamerica Life Canada  October 1999 - July 2012
Intercon Security  May 1996 - October 1999

Skills
Management, Insurance, Leadership, Team Leadership, Customer Service, Process Improvement, Risk Management, Change Management, Microsoft Excel, Life Insurance, Project Management, Microsoft Office, Business Analysis, Coaching, Outlook, SharePoint, Financial Services, Budgets, Analysis, Term Life Insurance, Operations Management, Team Building, Training, SDLC, Call Center, Account Management, Financial Analysis, Retirement, Investments, Retirement Planning, Strategic Planning, Negotiation, Whole Life, Strategic Financial..., Fixed Annuities, Disability Insurance, Mutual Funds, Records Management

Education
Centennial College   1992 — 1994
Architectural Technology/Technician

Carleton University   1991 — 1992
Faculty of Arts

Ajax High School   1986 — 1991

Durham College

Brent Bindon Brent Bindon Toronto, Canada Area Details
Brent Bindon's Mackenzie Investments Experience February 2007 - June 2009
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

Ephraim Ratnaraj Ephraim Ratnaraj Toronto, Canada Area Details
Ephraim Ratnaraj's Mackenzie Investments Experience July 2008 - Present
Job Software Developer (Contract) at Mackenzie Investments
Industry Information Technology and Services
Experience
Mackenzie Investments   July 2008 - Present
RBC Royal Bank  August 2006 - July 2008
Broadridge Financial Solutions (Formerly ADP)   April 2005 - March 2006
Computer Horizons Corp - India   April 2003 - February 2005
AEGON Insurance U.S.A   March 1998 - May 2002

Skills
SDLC, CICS, DB2, Requirements Analysis, Systems Analysis, Requirements Gathering, MVS, COBOL, Software Project..., Data Modeling, JCL, SQL

Education
Bharathidasan University   1993 — 1996
M.C.A, Masters in Computer Application

Bharathidasan University   1990 — 1993
B.Sc, Physics

John Pang John Pang Toronto, Canada Area Details
John Pang's Mackenzie Investments Experience 2001 - 2005
Job Compliance Manager DS/CM
Industry Financial Services
Experience
RBC Dominion Securities  2005 - 2010
Mackenzie Investments   2001 - 2005

Skills
Fixed income..., Foreign Exchange..., Equity trade..., Derivatives Strategies, Securities Regulation, Risk Management, Mutual Funds Investment..., AML, Financial Risk, Capital Markets, Financial Services, Ms excel

Education
Dalhousie University
Bachelor of Engineering (BEng), Mechanical Engineering

Dalhousie University
Bachelor of Science (BSc), Mathematics

Christopher Bain, MBA, CFA Christopher Bain, MBA, CFA Toronto, Canada Area Details
Christopher Bain, MBA, CFA's Mackenzie Investments Experience May 2015 - Present
Job Senior Analyst, Investment Solutions Product at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments   May 2015 - Present
Mackenzie Investments   September 2011 - April 2015
Mackenzie Investments   November 2009 - August 2011
Pinnacle Fitness Personal Training   April 2009 - August 2011
International Canadian Properties, Inc.   January 2009 - November 2009
Coast Capital Savings Credit Union  September 2007 - December 2008
Fisher College of Business - The Ohio State University  September 2005 - June 2007
Fisher College of Business - The Ohio State University  August 2003 - June 2004
Kelley School of Business - Indiana University  August 2001 - May 2003
Japan Exchange and Teaching (JET) Programme   August 1999 - July 2001

Skills
Investments, Financial Analysis, Mutual Funds, Finance, Banking, Portfolio Management, Financial Services, Customer Service, Management, Analysis, Fixed Income, Securities, Teaching, Corporate Finance, Derivatives, Investment Management, Equities, Financial Markets, Investment Strategies, Investment Advisory, Financial Advisory, Training, Due Diligence, Asset Allocation, Asset Management, Quantitative Analysis, Quantitative Analytics, Customer Relationship..., Wealth Management, Financial Planning, Financial Modeling, Competitive Analysis, Performance Analysis, Pricing Strategy, Strategic Partnerships, Strategic Planning, Business Strategy, Strategy, Product Management, Research, Business Development, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Morningstar, Leadership, Teamwork, Relationship Management, CRM

Education
CFA Institute
CFA® charterholder

CCIM Institute   2009 — 2009

University of Toronto - Rotman School of Management   2004 — 2005
PhD, Finance

The Ohio State University Fisher College of Business   2003 — 2004
PhD, Finance

Indiana University - Kelley School of Business   2001 — 2003
MBA, Finance, Decision Support Modeling, Economic Consulting, GPA: 3.96 out of 4.0

McMaster University   1995 — 1999
Honours Bachelor of Commerce (summa cum laude), Finance, Economics, GPA: 10.3 out of 12.0

West Ferris Secondary School   1990 — 1995
Ontario Secondary School Diploma, OAC average: 99.2%

Jennifer Beasley, CIPM Jennifer Beasley, CIPM Toronto, Canada Area Details
Jennifer Beasley, CIPM's Mackenzie Investments Experience November 2014 - Present
Job Senior Compliance Officer
Industry Financial Services
Experience
Mackenzie Investments   November 2014 - Present
BNY Mellon  April 2006 - October 2014
Merrill Lynch  January 2002 - March 2006

Skills
Fixed Income, Asset Managment, Alternative Investments, Equities, Portfolio Management, Performance Attribution, Investments, Hedge Funds, Derivatives, Asset Allocation, Performance Measurement, Bloomberg, Mutual Funds, Bonds, Securities, Financial Risk, Risk Management, Financial Markets, Investment Management, Financial Services, Asset Management

Education
Concordia University   1992 — 1995
BSc, Exercise Science

Pete Apro Pete Apro Toronto, Canada Area Details
Pete Apro's Mackenzie Investments Experience January 2014 - Present
Job Director, Product Marketing at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments   January 2014 - Present
Mackenzie Investments   January 2012 - December 2013
Mackenzie Investments   February 2011 - January 2012
Hartford Investments  March 2008 - December 2010
Roche Pharmaceuticals - Canada   May 2007 - March 2008
Janssen-Ortho  November 2005 - May 2007
Ortho Biotech  January 2004 - November 2005

Skills
Business Strategy, Mutual Funds, Investments, Relationship Management, Financial Services, Wealth Management, Strategic Planning, Product Marketing, Product Management, Investment Strategies, Financial Modeling

Education
McMaster University   2002 — 2004
MBA

Lakehead University   1996 — 2000
BSc, Natural Science

Lakehead University   1995 — 1999
HBOR, Outdoor Recreation

Lakehead University   1995 — 1999
BA, Geography

Naveen Kumar Masade Naveen Kumar Masade Toronto, Canada Area Details
Naveen Kumar Masade's Mackenzie Investments Experience July 2012 - June 2014
Job Project Manager at Deloitte Canada
Industry Information Technology and Services
Experience
Deloitte Canada  June 2014 - Present
Mackenzie Investments   July 2012 - June 2014
London Life Insurance Company  April 2011 - July 2012
iGATE Global Solutions  August 2006 - April 2011
Satyam Computer services Limited  November 2003 - June 2006
Electronic Data Systems  September 2002 - November 2003
iNautix Technologies  June 2002 - September 2002
Satyam Computer services Limited  June 2000 - June 2002

Skills
Software Project..., Stakeholder Management, Risk Management, Change Management, Wealth Management, SDLC, PMP, Requirements Analysis, PMO, Global Delivery, Project Management, Management, Process Improvement, Banking, Vendor Management, Project Delivery, Requirements Gathering, Project Portfolio..., Business Analysis, IT Strategy, Resource Management, Financial Services, Business Process, Integration, Business Requirements, ITIL

Education
Madurai Kamaraj University   2001 — 2003
M.Sc, Mathematics

Osmania University   1997 — 2000
B.Sc, Computer Science

Jianying Liang, CGA Jianying Liang, CGA Toronto, Canada Area Details
Jianying Liang, CGA's Mackenzie Investments Experience March 2013 - Present
Job Financial Analyst at Mackenzie Investments
Industry Capital Markets
Experience
Mackenzie Investments   March 2013 - Present
Citco  January 2010 - March 2013
Citco (Canada) Inc   June 2007 - December 2009
Sears Canada Inc  October 2006 - June 2007
UBS Securities  December 2004 - August 2005

Skills
Account Reconciliation, Accounting, Financial Statements, Accounts Payable, Variance Analysis, Auditing, Accruals, Bank Reconciliation, Internal Audit, Finance, Journal Entries, Fixed Assets, Tax, Invoicing, SAP

Education
Centennial College   2003 — 2006
Accounting

South China Normal University   1993 — 1997
Bachelor degree in Science, Educational Technology

Raphael Cundari Raphael Cundari Toronto, Canada Area Details
Raphael Cundari's Mackenzie Investments Experience October 2014 - Present
Job District VicePresident at Mackenzie Investments
Industry Investment Management
Experience
Mackenzie Investments   October 2014 - Present
Fidelity Investments  December 2011 - September 2014
Fidelity Investments  September 2011 - November 2011
UBS  August 2010 - August 2011

Skills
Wealth Management, Investments, Mutual Funds, Portfolio Management, Asset Management, Customer Service, Investment Strategies, Securities, Investment Advisory, Retirement Planning

Education
Union College   2008 — 2010
Master of Business Administration (M.B.A.), Finance

Elmira College   2005 — 2008
Bachelor of Science, Business

Kelda Higgins Kelda Higgins Toronto, Canada Area Details
Kelda Higgins's Mackenzie Investments Experience 2015 - 2015
Job Human Resources Coordinator at Spin Master Ltd.
Industry Human Resources
Experience
Spin Master Ltd.  March 2014 - Present
Mackenzie Investments   2015 - 2015
Mackenzie Investments   2015 - 2015
Mackenzie Investments   2015 - 2015
Spin Master Ltd.  March 2013 - March 2014
Spin Master Ltd.  April 2011 - March 2013
Spin Master Ltd.  March 2010 - April 2011
University Health Network  May 2010 - August 2010
University of Toronto, Sexual Education & Peer Counselling Center   September 2006 - May 2008

Skills
Talent Management, Employee Relations, Employee Training, Customer Service, Time Management, Training, Public Speaking, HRIS, Process Improvement, Labor Relations, Teamwork, SAP, Leadership, Human Resources, Interviews, Personnel Management, Talent Acquisition

Education
Humber College   2009 — 2010
Human Resources Management Postgraduate Certificate, Human Resources

University of Toronto - Woodsworth College   2004 — 2009
Honors Bachelor, Ethics and Sociology

Earl Grey?

Earl Grey?

Earl Grey?

Maria Corazon Sia Maria Corazon Sia Toronto, Canada Area Details
Maria Corazon Sia's Mackenzie Investments Experience November 2005 - October 2006
Job Specialized Office Administrator at RBC Investor & Treasury Services
Industry Investment Banking
Experience
RBC Investor & Treasury Services  April 2014 - Present
B2B BANK  April 2011 - March 2014
Archway Marketing Services  October 2006 - April 2011
Mackenzie Investments   November 2005 - October 2006
Bank of the Philippine Islands  1994 - 1997

Skills
Microsoft Office, Customer Service, Microsoft Excel, Outlook, Marketing, Finance

Education
College of the Holy Spirit
Bachelor of Sciene, Major in Mathematics with Computer Studies

La Consolation College, Mendiola, Manila, Philippines

Fui Gbedemah Fui Gbedemah Montreal, Canada Area Details
Fui Gbedemah's Mackenzie Investments Experience October 2014 - Present
Job Client Relations Representative at Mackenzie Investments
Industry Investment Management
Experience
Mackenzie Investments   October 2014 - Present
Concordia University - John Molson School of Business  January 2012 - February 2014
Concordia University  May 2013 - August 2013

Skills
Capital IQ, Bloomberg, Financial Modeling, Financial Accounting

Education
Concordia University   2009 — 2013
Bachelor of Commerce (B.Com.), Major: Finance, Minor: Financial Reporting

Columbia International College   2007 — 2009
Ontario Secondary School Diploma

Abe Gottesman Abe Gottesman Toronto, Canada Area Details
Abe Gottesman's Mackenzie Investments Experience July 2001 - July 2010
Job Investment Advisor and Associate Portfolio Manager at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns  May 2011 - Present
Mackenzie Investments   July 2001 - July 2010

Skills
Portfolio Management, Financial Modeling, Investments, Equities, Investment Strategies, Financial Analysis, Mutual Funds, Public Speaking, Investment Advisory, Wealth Management, Valuation, Capital Markets, Trading, Real Estate, Equity Research, Strategic Financial..., Asset Management, Alternative Investments, Fixed Income, Investment Management, Asset Allocation, Corporate Finance, Hedge Funds

Education
University of Toronto   1995 — 1997
MBA, Finance

Baruch College, City University of New York (CUNY)   1990 — 1992
BBA, International Marketing

Jeff Semkowski Jeff Semkowski Calgary, Canada Area Details
Jeff Semkowski's Mackenzie Investments Experience January 2007 - December 2007
Job Market Manager Commercial & Industrial, Western Canada at Johns Manville (a Berkshire Hathaway Company)
Industry Building Materials
Experience
Johns Manville  February 2013 - Present
Lafarge  May 2010 - February 2013
Lafarge  June 2009 - May 2010
Lafarge  May 2008 - September 2008
Mackenzie Investments   January 2007 - December 2007

Skills
Sales Management, Sales, Operations Management, Project Management, Highly detail oriented, Financial Analysis, Microsoft Office, Accounting, Liens, People Development, Team Leadership, Marketing Strategy, Business Development, Communication Skills, Written & Oral..., Business Analysis, Logistics Management, Aggregates, Building Relationships, Vertical Integration, Solution Selling, Cost Management, Budget Monitoring, Production Planning, Forecasting, Quality Management, Value Chain Analysis, Strategic Forecasting, Analysis, Construction, Negotiation, Pricing

Education
Dalhousie University   2005 — 2009
Bachelor of Commerce, Finance

Dilvinder Lakhanpal Dilvinder Lakhanpal Toronto, Canada Area Details
Dilvinder Lakhanpal's Mackenzie Investments Experience October 2013 - November 2014
Job Client Relations at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments   October 2013 - November 2014
Peel Accounting and Taxation Services   January 2013 - June 2013
Techno minds home inspection inc.   July 2012 - December 2012
Brock Finance and Investment Group  January 2008 - December 2011
Volunteer for Brock Business Clothing   November 2010 - December 2010
Candidate of Brock University Senate Position   February 2010 - February 2010
Handlex  August 2009 - September 2009
McDonald's Corporation  August 2006 - September 2008

Skills
Financial Analysis, Portfolio Management, Corporate Finance, Microsoft Excel, Finance, Time Management, Access, Microsoft Office, Data Analysis, PowerPoint, Quantitative Analytics, Economics, Financial Modeling

Education
Brock University   2008 — 2012
Bachelor of Business Administration (Honors), Finance

Brock University   2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance

Danny Chiu, CIM Danny Chiu, CIM Toronto, Canada Area Details
Danny Chiu, CIM's Mackenzie Investments Experience June 2011 - January 2015
Job Product Manager at Dynamic Funds
Industry Investment Management
Experience
Dynamic Funds  January 2015 - Present
Mackenzie Investments   June 2011 - January 2015
Visa  February 2007 - June 2011
Visa  February 2007 - June 2011
Ingram Micro  January 2006 - February 2007

Skills
Product Management, Credit Cards, Financial Services, Strategic Planning, Financial Analysis, Analytics, Payments, Relationship Management, Competitive Analysis, Financial Modeling, Product Marketing, Business Strategy, Project Management, Business Analysis, Market Research

Education
Brock University   2003 — 2005
Master's of Business Administration

York University   1999 — 2003
Bachelor of Arts in Business, Economics

Franck L. Lawson Franck L. Lawson Montreal, Canada Area Details
Franck L. Lawson's Mackenzie Investments Experience January 2007 - February 2009
Job Trainer LASIK MD (Patient Care center) / Formateur LASIK MD (Centre de soins aux patients)
Industry Medical Practice
Experience
LASIK MD  January 2010 - January 2013
Mackenzie Investments   January 2007 - February 2009
Temple University  January 2001 - March 2006

Skills
Video Production, Film, Coaching, Customer Service, Microsoft Office, Public Speaking, Social Media, Team Leadership, Marketing Communications, PowerPoint, Microsoft Excel, Music, CRM, Marketing Strategy, Online Marketing, Photoshop

Education
McGill University   2012 — 2014
Graduate Diploma, Management: Internet business

Art Institute of Philadelphia   2002 — 2006
Bachelor of science degree, Multimedia

Temple University   1999 — 2001
Bachelor of Business Administration (B.B.A.), Marketing

Centre d'Etudes Franco-Américain de Management   1997 — 1999
Diplome d'Etudes Supérieures, Management

Frankie Perez Frankie Perez Toronto, Canada Area Details
Frankie Perez's Mackenzie Investments Experience Assistant ManagerB2B BankDecember 2012 - Present
Job Assistant Manager at B2B Bank
Industry Financial Services
Experience
Mackenzie Investments   Assistant ManagerB2B BankDecember 2012 - Present

Skills
Investments, Mutual Funds, Financial Services, Financial Analysis, Securities, Equities, Wealth Management, Portfolio Management, Banking, Fixed Income, Bloomberg, Strategic Financial..., Customer Service, Asset Management, Microsoft Excel, Financial Modeling, Risk Management

Education
Far Eastern University

Ming-Lai Wong Ming-Lai Wong Toronto, Canada Area Details
Ming-Lai Wong's Mackenzie Investments Experience May 2008 - August 2008
Job Executive Compensation and Rewards Professional
Industry Human Resources
Experience
Barrick Gold Corporation  July 2015 - Present
Hay Group  June 2011 - July 2015
Pacific and Western Bank of Canada   May 2010 - April 2011
Ontario Realty Corporation  May 2009 - August 2009
Mackenzie Investments   May 2008 - August 2008

Skills
Financial Analysis, Financial Modeling, Valuation, Business Strategy, Management Consulting, Equities, Market Research, Leadership, Finance, Executive Pay, Corporate Finance, Analytics, Data Analysis, Strategy, Mergers & Acquisitions

Education
Ivey Business School at Western University   2007 — 2011
HBA, Finance, Accounting

Cynthia Grieco, CTP Cynthia Grieco, CTP Miami/Fort Lauderdale Area Details
Cynthia Grieco, CTP's Mackenzie Investments Experience February 1998 - October 1999
Job Structured Finance and Treasury Management
Industry Automotive
Experience
GL Homes  January 2015 - August 2015
JM Family Enterprises  April 2011 - January 2015
JM Family Enterprises  August 2006 - April 2011
JM Family Enterprises  October 2001 - August 2006
Statia Terminals, Inc   October 1999 - October 2001
Mackenzie Investments   February 1998 - October 1999
Oxbow  June 1996 - February 1998
World Savings & Loan  June 1994 - June 1996

Skills
Cash Management, Treasury Management, Financial Analysis, Banking, Corporate Finance, Securitization, Asset-backed..., Conduit, Capital Markets, Structured Finance, Rating Agency Relations, Investor Relations, Banking Relationships, Treasury, Lines Of Credit, Cash Flow Forecasting, Lockbox, Finance, Letters of Credit, Certified Treasury..., Commercial Paper

Education
Florida Atlantic University
Bachelor, Business Administration; Finance and Marketing

Dongwei Ye Dongwei Ye Toronto, Canada Area Details
Dongwei Ye's Mackenzie Investments Experience January 2014 - Present
Job Associate Portfolio Manager at Mackenzie Investments
Industry Facilities Services
Experience
Mackenzie Investments   January 2014 - Present
Mackenzie Investments   January 2012 - Present
Mackenzie Investments   August 2006 - December 2011
Veritas Investment Research   December 2003 - August 2006
Phillip Futures   May 1997 - August 2001

Skills
Asset Management, Portfolio Management, Investments, Equities, Financial Modeling, Bloomberg, Corporate Finance, Investment Strategies, Options, Financial Analysis, Valuation, Equity Research, Mutual Funds, Capital Markets, Trading, Securities, Derivatives

Education
CFA Institute   2002 — 2004
CFA Charter Holder

McGill University   2001 — 2003
MBA, Finance

National University of Singapore   1999 — 2000
Grad. Diploma, Business Administration

Beijing Foreign Studies University   1991 — 1995
BA, English

Rajiv Grover, CPA Rajiv Grover, CPA Toronto, Canada Area Details
Rajiv Grover, CPA's Mackenzie Investments Experience January 2011 - Present
Job Senior Financial Analyst at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments   January 2011 - Present
H&R Block  January 2014 - May 2015
Mackenzie Investments   July 2009 - December 2010
Mackenzie Investments   May 2008 - July 2009
Mackenzie Investments   January 2008 - April 2008
Deloitte  December 2005 - August 2006

Skills
Fund Accounting, Financial Modeling, Auditing, Forecasting, Finance

Education
Colorado State Board of Accountancy   2011 — 2015
CPA, Accounting

CSI   2008 — 2008
Certificate, CSC and CPH (Ethics)

George Brown College   2007 — 2007
Post Graduate - Financial Planning, Finance and Tax

The Institute of Chartered Accountants of India   2001 — 2006
CA, Accounting

Delhi University   2000 — 2003
B.Com, Business and Finance

Kendriya Vidyalaya   1998 — 2000
High School

Ray Pourlotfi Ray Pourlotfi Toronto, Canada Area Details
Ray Pourlotfi's Mackenzie Investments Experience December 2007 - December 2012
Job Senior Financial Analyst at Scotiabank
Industry Financial Services
Experience
Scotiabank  December 2012 - February 2014
Mackenzie Investments   December 2007 - December 2012
ABN AMRO Bank Canada   June 2006 - December 2007
Fasken Martineau DuMoulin  June 2005 - June 2006
Beach and Associates Ltd.   March 2005 - June 2005
SATDIS   October 2002 - February 2005
Hamgamankish   March 1999 - August 2002

Skills
Account Reconciliation, Financial Analysis, Accounting, Variance Analysis, Accounts Receivable, Accounts Payable, Financial Modeling, Auditing, Internal Controls, Payroll, Budgets, Analysis, Finance, Financial Statements, Consolidation, Microsoft Excel, Management, Financial Reporting

Education
Islamic Azad University   1993 — 1997
Bachelor of Arts (B.A.), Accounting

Kristina Santos, CHRP Kristina Santos, CHRP Toronto, Canada Area Details
Kristina Santos, CHRP's Mackenzie Investments Experience 2010 - 2013
Job Learning and Development Intern
Industry Human Resources
Experience
Toronto 2015 Pan/Parapan American Games Organizing Committee  May 2014 - August 2014
Mackenzie Investments   2010 - 2013
CEIP Miguel de Cervantes   2008 - 2009
University of Toronto, Centre for International Experience   2006 - 2008
CIBC Business Contact Centre   May 2005 - August 2005

Skills
Public Speaking, Project Planning, Administration, Research, Customer Service, Recruiting, Time Management, Human Resources, Teamwork, Microsoft Office

Education
George Brown College   2013 — 2014
Postgraduate Certificate Human Resources, Human Resources Management and Services

University of Toronto
Honours Bachelor of Science, Psychology

University of Waterloo

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