Mackenzie Investments
Industry: Financial services company
DescriptionMackenzie Investments was founded in 1967 and is one of Canada’s largest investment management firms by assets under management. Mackenzie Investments provides investment advisory and related services for retail and institutional clients. CEO: Barry McInerney (May 6, 2016–) Parent organization: IGM Financial Headquarters: Toronto, Canada Number of employees: 1,000 Subsidiaries: Mackenzie Institutional, Saxon Financial Inc., Locations: Vancouver, Montreal, Calgary
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Mackenzie Investments Employees
Employee
Years
Job
Industry
Camille Gooden-Phillips Camille Gooden-Phillips's Mackenzie Investments Experience 2004 - 2011
Job
Industry Financial Services
Experience
Russell Investments August 2011 - Present
Mackenzie Investments 2004 - 2011
Mackenzie Investments 2004 - 2004
Mackenzie Investments 2000 - 2004
Mackenzie Investments 1998 - 2000
Skills
Mutual Funds, Insurance, Wealth Management, Investment Strategies, Investments, Asset Allocation, Asset Management, Portfolio Management, Securities, Equities, Investment Advisory, Financial Services, Retirement Planning, Relationship Management, Retirement, Financial Advisory, Banking, Fixed Income, Financial Analysis, Investment Management, Business Analysis
Education
Queen's University 2015 — 2016
Master of Finance
University of Toronto 1992 — 1996
B.A.Sc., Engineering
University of Toronto
Financial Analysis and Investment Management Certificate
University of Toronto
Certificate of Entrepreneurship and Small Business Management
Russell Investments August 2011 - Present
Mackenzie Investments 2004 - 2011
Mackenzie Investments 2004 - 2004
Mackenzie Investments 2000 - 2004
Mackenzie Investments 1998 - 2000
Skills
Mutual Funds, Insurance, Wealth Management, Investment Strategies, Investments, Asset Allocation, Asset Management, Portfolio Management, Securities, Equities, Investment Advisory, Financial Services, Retirement Planning, Relationship Management, Retirement, Financial Advisory, Banking, Fixed Income, Financial Analysis, Investment Management, Business Analysis
Education
Queen's University 2015 — 2016
Master of Finance
University of Toronto 1992 — 1996
B.A.Sc., Engineering
University of Toronto
Financial Analysis and Investment Management Certificate
University of Toronto
Certificate of Entrepreneurship and Small Business Management
Bruce Althaus, BCom Bruce Althaus, BCom's Mackenzie Investments Experience August 2002 - July 2003
Job Dialer Expert At Mogo Payment Services
Industry Financial Services
Experience
Mogo December 2014 - Present
CIBC September 2005 - June 2014
Chase January 2004 - August 2005
Mackenzie Investments August 2002 - July 2003
CIBC July 2001 - June 2002
Ing western Union Insurance January 1999 - January 2000
Skills
Banking, Data Analysis, VBA, Microsoft Excel, Predictive Dialers, Web Focus, Business Analysis, Call Centers, Credit Cards, Credit Risk, Customer Service, Portfolio Management, Process Improvement, Relationship Management, Risk Management, Strategy, Visio
Education
Saint Mary's University 1994 — 1998
Bachelor of Commerce (BCom), Economics & Marketing
Mogo December 2014 - Present
CIBC September 2005 - June 2014
Chase January 2004 - August 2005
Mackenzie Investments August 2002 - July 2003
CIBC July 2001 - June 2002
Ing western Union Insurance January 1999 - January 2000
Skills
Banking, Data Analysis, VBA, Microsoft Excel, Predictive Dialers, Web Focus, Business Analysis, Call Centers, Credit Cards, Credit Risk, Customer Service, Portfolio Management, Process Improvement, Relationship Management, Risk Management, Strategy, Visio
Education
Saint Mary's University 1994 — 1998
Bachelor of Commerce (BCom), Economics & Marketing
Vladimir Boskovic, PMP Vladimir Boskovic, PMP's Mackenzie Investments Experience September 2008 - April 2014
Job Project Manager, PMP
Industry Information Technology and Services
Experience
Manulife Financial August 2014 - Present
Mackenzie Investments September 2008 - April 2014
TD Canada Trust 2006 - 2008
Skills
Banking, Business Analysis, Business Process, Business Process..., Business Requirements, Mutual Funds, PMP, Program Management, Project Management, Requirements Gathering, Risk Management, SDLC, Team Leadership, Vendor Management, Visio, Software Project..., Project Portfolio...
Education
Ryerson University 2002 — 2008
BComm, Business Management
Centennial College 2003 — 2005
Advanced Diploma in Business Administration Operations Management, Operations Management and Supervision
Manulife Financial August 2014 - Present
Mackenzie Investments September 2008 - April 2014
TD Canada Trust 2006 - 2008
Skills
Banking, Business Analysis, Business Process, Business Process..., Business Requirements, Mutual Funds, PMP, Program Management, Project Management, Requirements Gathering, Risk Management, SDLC, Team Leadership, Vendor Management, Visio, Software Project..., Project Portfolio...
Education
Ryerson University 2002 — 2008
BComm, Business Management
Centennial College 2003 — 2005
Advanced Diploma in Business Administration Operations Management, Operations Management and Supervision
Yifang Lin, CFA Yifang Lin, CFA's Mackenzie Investments Experience November 2013 - Present
Job Institutional Marketing Analyst at Mackenzie Investments
Industry Investment Management
Experience
Mackenzie Investments November 2013 - Present
Legg Mason March 2013 - October 2013
BNP Paribas Investment Partners 2006 - 2012
Ontario Teachers' Pension Plan 2004 - 2005
Skills
Investment Management, Equities, Fixed Income, Derivatives, Alternative Investments, Performance Attribution, Bloomberg, Financial Analysis, Canadian GAAP, US GAAP
Education
University of Toronto
Bachelor of Commerce (Graduated with Distinction), Finance & Accounting
Universität Bayreuth
Intercultural German
Mackenzie Investments November 2013 - Present
Legg Mason March 2013 - October 2013
BNP Paribas Investment Partners 2006 - 2012
Ontario Teachers' Pension Plan 2004 - 2005
Skills
Investment Management, Equities, Fixed Income, Derivatives, Alternative Investments, Performance Attribution, Bloomberg, Financial Analysis, Canadian GAAP, US GAAP
Education
University of Toronto
Bachelor of Commerce (Graduated with Distinction), Finance & Accounting
Universität Bayreuth
Intercultural German
Irene Costello Irene Costello's Mackenzie Investments Experience June 2006 - April 2014
Job Office and Special Events Coordinator at Transforming Faces
Industry Nonprofit Organization Management
Experience
Transforming Faces June 2015 - Present
Mackenzie Investments June 2006 - April 2014
Mackenzie Investments Charitable Foundation September 2009 - September 2013
Toronto Community Foundation May 2000 - June 2006
Ontario Lung Association September 1997 - May 2000
World Vision April 1987 - May 1994
Skills
Fundraising, Philanthropy, Volunteer Recruiting, Fundraising Events, Project Management, Event Planning, Team Leadership, Major Donors, Corporate Events, Marketing Communications, Donor Engagement, Coaching Staff, Mentoring, Donor Management, Non-profit..., Database Administration, Staff Supervision, Overseas Experience, Donor Development, Relief and Development, Creative Writing, Non-profit Volunteer, Donor Recognition, Volunteer Management, Fundraisers, Strategic Planning, Promotions, Nonprofits, Planned Giving, Management, Stewardship, Charities, Leadership, Event Management, Program Management, Employee Training, Coaching, Volunteering
Education
University of Toronto Mississauga 1981 — 1985
Bachelor of Arts (B.A.), Fine Arts Specialist, English Major, History Minor
Sheridan College 1981 — 1985
Bachelor's degree, Fine and Studio Arts
Transforming Faces June 2015 - Present
Mackenzie Investments June 2006 - April 2014
Mackenzie Investments Charitable Foundation September 2009 - September 2013
Toronto Community Foundation May 2000 - June 2006
Ontario Lung Association September 1997 - May 2000
World Vision April 1987 - May 1994
Skills
Fundraising, Philanthropy, Volunteer Recruiting, Fundraising Events, Project Management, Event Planning, Team Leadership, Major Donors, Corporate Events, Marketing Communications, Donor Engagement, Coaching Staff, Mentoring, Donor Management, Non-profit..., Database Administration, Staff Supervision, Overseas Experience, Donor Development, Relief and Development, Creative Writing, Non-profit Volunteer, Donor Recognition, Volunteer Management, Fundraisers, Strategic Planning, Promotions, Nonprofits, Planned Giving, Management, Stewardship, Charities, Leadership, Event Management, Program Management, Employee Training, Coaching, Volunteering
Education
University of Toronto Mississauga 1981 — 1985
Bachelor of Arts (B.A.), Fine Arts Specialist, English Major, History Minor
Sheridan College 1981 — 1985
Bachelor's degree, Fine and Studio Arts
Antonio Nicodemi's Mackenzie Investments Experience April 2004 - December 2005
Job Assistant Manager, Call Centre at B2B Bank
Industry Financial Services
Experience
B2B Bank July 2014 - Present
CIBC November 2012 - July 2014
RBC February 2012 - November 2012
National Bank of Canada June 2011 - February 2012
Interfinance Mortgage Corporation April 2010 - March 2011
AGF Trust 2006 - 2008
Mackenzie Investments April 2004 - December 2005
MRS Trust 2000 - 2003
Skills
Customer Service, Account Management, Analysis, Banking, Business Development, Credit, Management, Sales, Team Building, Loans
Education
Seneca College of Applied Arts and Technology 1984 — 1987
diploma, general business
B2B Bank July 2014 - Present
CIBC November 2012 - July 2014
RBC February 2012 - November 2012
National Bank of Canada June 2011 - February 2012
Interfinance Mortgage Corporation April 2010 - March 2011
AGF Trust 2006 - 2008
Mackenzie Investments April 2004 - December 2005
MRS Trust 2000 - 2003
Skills
Customer Service, Account Management, Analysis, Banking, Business Development, Credit, Management, Sales, Team Building, Loans
Education
Seneca College of Applied Arts and Technology 1984 — 1987
diploma, general business
Sasha Ghafir's Mackenzie Investments Experience August 2008 - July 2009
Job Dedicated Financial Professional with Experience in Business Development, Investment Analysis and Portfolio Management
Industry Financial Services
Experience
CIBC February 2012 - August 2014
CIBC February 2011 - February 2012
CIBC February 2010 - February 2011
Mackenzie Investments August 2008 - July 2009
Skills
Finance, Banking, Investments, Financial Services, Credit, Portfolio Management, Financial Risk, Financial Analysis, Wealth Management, Mortgage Lending, Sales, Loans, Management, Teamwork, Mutual Funds, Retail Banking, Retirement Planning, Economics, Risk Management, Financial Planning, Research, Strategic Financial..., Securities, Insurance, Retirement, Investment Advisory, Estate Planning, Credit Analysis, Microsoft Excel, Matlab, Capital IQ, EViews, Bloomberg
Education
Queen's University 2014 — 2015
Master of Finance, Finance, 4.0
Renmin University of China 2014 — 2015
Master of Finance, Finance, 4.0
Handsworth
Handsworth Secondary
University of Victoria
Bachelor's degree, Economics
University of Victoria
Associate's degree, French Language and Literature
CIBC February 2012 - August 2014
CIBC February 2011 - February 2012
CIBC February 2010 - February 2011
Mackenzie Investments August 2008 - July 2009
Skills
Finance, Banking, Investments, Financial Services, Credit, Portfolio Management, Financial Risk, Financial Analysis, Wealth Management, Mortgage Lending, Sales, Loans, Management, Teamwork, Mutual Funds, Retail Banking, Retirement Planning, Economics, Risk Management, Financial Planning, Research, Strategic Financial..., Securities, Insurance, Retirement, Investment Advisory, Estate Planning, Credit Analysis, Microsoft Excel, Matlab, Capital IQ, EViews, Bloomberg
Education
Queen's University 2014 — 2015
Master of Finance, Finance, 4.0
Renmin University of China 2014 — 2015
Master of Finance, Finance, 4.0
Handsworth
Handsworth Secondary
University of Victoria
Bachelor's degree, Economics
University of Victoria
Associate's degree, French Language and Literature
Samuel Lau Samuel Lau's Mackenzie Investments Experience April 2015 - Present
Job Financial Analyst at Mackenzie Investments
Industry Accounting
Experience
Mackenzie Investments April 2015 - Present
Hilton Garden Inn May 2013 - April 2015
Donalda Club May 2011 - September 2012
Skills
Customer Service, Dependable Team Player, OnQ, Marketing, Research, Microsoft Excel, PowerPoint, Hospitality, Social Media, Food & Beverage
Education
Ryerson University 2010 — 2014
Bachelor of Commerce (B.Com.), Hospitality and Tourism Management
Mackenzie Investments April 2015 - Present
Hilton Garden Inn May 2013 - April 2015
Donalda Club May 2011 - September 2012
Skills
Customer Service, Dependable Team Player, OnQ, Marketing, Research, Microsoft Excel, PowerPoint, Hospitality, Social Media, Food & Beverage
Education
Ryerson University 2010 — 2014
Bachelor of Commerce (B.Com.), Hospitality and Tourism Management
Jayaprakash Ramsaran Jayaprakash Ramsaran's Mackenzie Investments Experience 2011 - 2015
Job Awardwinning Technology Leader and Performance Turnaround Expert for multimilliondollar enterpriselevel programs
Industry Information Technology and Services
Experience
Apttus 2015 - Present
Mackenzie Investments 2011 - 2015
Citi 2007 - 2011
Wipro Technologies Canada 2003 - 2007
Quinnox 2001 - 2003
Atos 1998 - 2000
Godrej Agrovet Limited 1996 - 1998
Skills
IT Strategy, Enterprise Architecture, Program Management, IT Management, IT Roadmap, Software Project..., Business Intelligence, Cloud Computing, ERP, Vendor Management, Product Management, Requirements Analysis, CRM, Business Requirements, Business Transformation, Consulting, SaaS, Agile Methodologies, Business Process, SOA, Leadership, Outsourcing, Requirements Gathering, Multimillion-Dollar..., Business Analysis, Systems Analysis, Program Delivery..., Contract Management, Risk Management, Social Media Strategist, Mobile Applications, Matrix Management, Offshore Management, Team Building, Product Launch, SLA Management, IT Operations, Performance Improvement, Maturity Management, Quality Assurance, Resource Leveling, ROI, Contract Negotiations, Customer Satisfaction, Multimillion-Dollar..., New Market Expansion, YOY Growth, Project Delivery, SDLC, PMO
Education
University of California, Berkeley, Haas School of Business
Product Management Certificate
National Institute of Information Technology
Post Graduate Diploma in Systems Management, Information Technology
University of Madras
Bachelor of Commerce, Economics and Accounts
Apttus 2015 - Present
Mackenzie Investments 2011 - 2015
Citi 2007 - 2011
Wipro Technologies Canada 2003 - 2007
Quinnox 2001 - 2003
Atos 1998 - 2000
Godrej Agrovet Limited 1996 - 1998
Skills
IT Strategy, Enterprise Architecture, Program Management, IT Management, IT Roadmap, Software Project..., Business Intelligence, Cloud Computing, ERP, Vendor Management, Product Management, Requirements Analysis, CRM, Business Requirements, Business Transformation, Consulting, SaaS, Agile Methodologies, Business Process, SOA, Leadership, Outsourcing, Requirements Gathering, Multimillion-Dollar..., Business Analysis, Systems Analysis, Program Delivery..., Contract Management, Risk Management, Social Media Strategist, Mobile Applications, Matrix Management, Offshore Management, Team Building, Product Launch, SLA Management, IT Operations, Performance Improvement, Maturity Management, Quality Assurance, Resource Leveling, ROI, Contract Negotiations, Customer Satisfaction, Multimillion-Dollar..., New Market Expansion, YOY Growth, Project Delivery, SDLC, PMO
Education
University of California, Berkeley, Haas School of Business
Product Management Certificate
National Institute of Information Technology
Post Graduate Diploma in Systems Management, Information Technology
University of Madras
Bachelor of Commerce, Economics and Accounts
Irina Nogina's Mackenzie Investments Experience October 2013 - Present
Job CSR at Mackenzie Investments
Industry Banking
Experience
Mackenzie Investments October 2013 - Present
The Honorary Consulate of the Russian Federation in Vancouver October 2012 - Present
Alternative Energy Case Competition, SFU January 2012 - March 2012
Fraser International College April 2009 - November 2009
Skills
Securities Analysis, Business Strategy, Corporate Finance, Financial Statement..., Project Management, Business Writing, Analitical, Problem Solving, Communication, Business Decision Making, Data Analysis, Accounting, Public Speaking, Security Analysis
Education
Simon Fraser University 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
Lycée Sainte Geneviève 2007 — 2008
La Cueva High School 2006 — 2007
Mackenzie Investments October 2013 - Present
The Honorary Consulate of the Russian Federation in Vancouver October 2012 - Present
Alternative Energy Case Competition, SFU January 2012 - March 2012
Fraser International College April 2009 - November 2009
Skills
Securities Analysis, Business Strategy, Corporate Finance, Financial Statement..., Project Management, Business Writing, Analitical, Problem Solving, Communication, Business Decision Making, Data Analysis, Accounting, Public Speaking, Security Analysis
Education
Simon Fraser University 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
Lycée Sainte Geneviève 2007 — 2008
La Cueva High School 2006 — 2007
Chris Gow Chris Gow's Mackenzie Investments Experience January 2011 - May 2014
Job Senior Change and Problem Analyst at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group January 2015 - Present
Mackenzie Investments January 2011 - May 2014
Mackenzie Investments January 2005 - December 2010
Mackenzie Investments January 2001 - December 2004
Skills
Change Management, Business Analysis, Communication Skills, Customer Service, Requirements Gathering, Requirements Analysis, Document Review, Software Documentation, Configuration Management, Document Management, Incident Management, Customer Liason, Visio, Technical Documentation, Service Delivery, Troubleshooting, Training
Education
Seneca College of Applied Arts and Technology 1999 — 2002
Computer and Information Sciences and Support Services
University of Toronto 1989 — 1994
Bachelor of Science (BS), Cinema and Literature
BMO Financial Group January 2015 - Present
Mackenzie Investments January 2011 - May 2014
Mackenzie Investments January 2005 - December 2010
Mackenzie Investments January 2001 - December 2004
Skills
Change Management, Business Analysis, Communication Skills, Customer Service, Requirements Gathering, Requirements Analysis, Document Review, Software Documentation, Configuration Management, Document Management, Incident Management, Customer Liason, Visio, Technical Documentation, Service Delivery, Troubleshooting, Training
Education
Seneca College of Applied Arts and Technology 1999 — 2002
Computer and Information Sciences and Support Services
University of Toronto 1989 — 1994
Bachelor of Science (BS), Cinema and Literature
Mirza Ahsan Baig, PMP Mirza Ahsan Baig, PMP's Mackenzie Investments Experience 2007 - 2008
Job Manager, SAP HANA, Digital Practice at Accenture
Industry Information Technology and Services
Experience
SAP 2011 - 2014
IBM Canada Ltd. 2009 - 2011
IBM Canada Ltd. 2009 - 2010
IBM Canada Ltd. 2009 - 2010
Digital Media Projects, Ryerson University 2008 - 2009
Mackenzie Investments 2007 - 2008
University of Toronto 2005 - 2006
Skills
Project Management, Product Management, ERP, SAP, Business Analysis, Business Intelligence, Program Management, Business Analytics, SAP HANA, Databases, Data Services, Web Intelligence, Crystal Reports, Dashboards, Business Objects, Xcelsius, SAP Netweaver, SAP BI/BW, SAP Solution Manager 7.0, SAP ASAP 7.0, SAP ERP, SAP BI, Database Design, DB2, SAP Solutions, Project Planning, In-memory computing and..., Afaria, Mobile BI, SAP Mobile, Dashboard, Business Process, Analysis, Business Process..., Quality Assurance, Data Modeling, Master Data Management, Leadership, Requirements Analysis, Requirements Gathering, SDLC, Data Migration, Data Integration, ETL, Solution Architecture, SAP Design Studio, Software Project..., IT Strategy, Enterprise Architecture, Virtualization
Education
SAP HANA Adoption Room, SAP HQ, Walldorf Germany
Customer Solution Adoption and Product Management
SAP HiPo (High Potential) Focus Group
SAP
Ryerson University
Business Technology Management (formerly Information Technology Management)
University of Toronto
Public Policy
SAP 2011 - 2014
IBM Canada Ltd. 2009 - 2011
IBM Canada Ltd. 2009 - 2010
IBM Canada Ltd. 2009 - 2010
Digital Media Projects, Ryerson University 2008 - 2009
Mackenzie Investments 2007 - 2008
University of Toronto 2005 - 2006
Skills
Project Management, Product Management, ERP, SAP, Business Analysis, Business Intelligence, Program Management, Business Analytics, SAP HANA, Databases, Data Services, Web Intelligence, Crystal Reports, Dashboards, Business Objects, Xcelsius, SAP Netweaver, SAP BI/BW, SAP Solution Manager 7.0, SAP ASAP 7.0, SAP ERP, SAP BI, Database Design, DB2, SAP Solutions, Project Planning, In-memory computing and..., Afaria, Mobile BI, SAP Mobile, Dashboard, Business Process, Analysis, Business Process..., Quality Assurance, Data Modeling, Master Data Management, Leadership, Requirements Analysis, Requirements Gathering, SDLC, Data Migration, Data Integration, ETL, Solution Architecture, SAP Design Studio, Software Project..., IT Strategy, Enterprise Architecture, Virtualization
Education
SAP HANA Adoption Room, SAP HQ, Walldorf Germany
Customer Solution Adoption and Product Management
SAP HiPo (High Potential) Focus Group
SAP
Ryerson University
Business Technology Management (formerly Information Technology Management)
University of Toronto
Public Policy
Susan Pape Susan Pape's Mackenzie Investments Experience September 2014 - January 2015
Job Communications champion specializing in Digital, Corporate and Stakeholder Communications
Industry Public Relations and Communications
Experience
Global Risk Institute January 2015 - Present
Mackenzie Investments September 2014 - January 2015
Cabinet Office January 2014 - April 2014
Greater London Authority November 2010 - January 2014
Greater London Authority July 2012 - September 2012
National Children's Bureau February 2010 - November 2010
London School of Economics October 2008 - October 2009
PwC May 2008 - September 2008
Skills
Corporate Communications, Internal Communications, Communications Planning, Volunteer Management, Social Media, Corporate Social Media, Event Management, Event Planning, Corporate Events, Adobe Creative Suite, Web Project Management, Web Content, Marketing Communications, Media Relations, Press Releases, Digital Marketing, Digital Media, Semiotics, Copy Editing, Editing, Newsletters, Strategic Communications, Facebook, Publicity, Politics, Marketing, Stakeholder Engagement, Crisis Communications, Proofreading, Strategy
Education
London School of Economics and Political Science
Master of Science (MSc), Communication and Media Studies
University of Toronto
HonsBA, Semiotics and Communications Theory
Global Risk Institute January 2015 - Present
Mackenzie Investments September 2014 - January 2015
Cabinet Office January 2014 - April 2014
Greater London Authority November 2010 - January 2014
Greater London Authority July 2012 - September 2012
National Children's Bureau February 2010 - November 2010
London School of Economics October 2008 - October 2009
PwC May 2008 - September 2008
Skills
Corporate Communications, Internal Communications, Communications Planning, Volunteer Management, Social Media, Corporate Social Media, Event Management, Event Planning, Corporate Events, Adobe Creative Suite, Web Project Management, Web Content, Marketing Communications, Media Relations, Press Releases, Digital Marketing, Digital Media, Semiotics, Copy Editing, Editing, Newsletters, Strategic Communications, Facebook, Publicity, Politics, Marketing, Stakeholder Engagement, Crisis Communications, Proofreading, Strategy
Education
London School of Economics and Political Science
Master of Science (MSc), Communication and Media Studies
University of Toronto
HonsBA, Semiotics and Communications Theory
Nick Lindop Nick Lindop's Mackenzie Investments Experience November 2005 - July 2010
Job Marketing and Graphic Design
Industry Marketing and Advertising
Experience
Lorpen Socks November 2010 - Present
Mackenzie Investments November 2005 - July 2010
Mackenzie Financial 2005 - 2010
Skills
Social Media, Social Media Marketing, Web Design, E-commerce, Web Development, Web Analytics, Graphic Design, Newsletters, HTML, E-commerce SEO, Online Advertising, CSS, PHP, Dreamweaver, Photoshop, Report Writing, Reports, Microsoft Office, MySQL, Mutual Funds, Digital Media, Google Analytics, InDesign, Illustrator, Product Descriptions, Adobe Creative Suite, Marketing, Marketing Strategy
Education
University of Ottawa 2001 — 2005
BA, Psychology & Philosophy
Lorpen Socks November 2010 - Present
Mackenzie Investments November 2005 - July 2010
Mackenzie Financial 2005 - 2010
Skills
Social Media, Social Media Marketing, Web Design, E-commerce, Web Development, Web Analytics, Graphic Design, Newsletters, HTML, E-commerce SEO, Online Advertising, CSS, PHP, Dreamweaver, Photoshop, Report Writing, Reports, Microsoft Office, MySQL, Mutual Funds, Digital Media, Google Analytics, InDesign, Illustrator, Product Descriptions, Adobe Creative Suite, Marketing, Marketing Strategy
Education
University of Ottawa 2001 — 2005
BA, Psychology & Philosophy
Karen Abernethy, CPA, CMA Karen Abernethy, CPA, CMA's Mackenzie Investments Experience October 2008 - June 2009
Job Senior Financial Analyst at PRESTO a division of Metrolinx
Industry Transportation/Trucking/Railroad
Experience
PRESTO a division of Metrolinx May 2013 - Present
Barking Mad Media January 2011 - Present
Certified Management Accountants of Ontario March 2010 - May 2013
Certified Management Accountants of Ontario June 2009 - March 2010
Mackenzie Investments October 2008 - June 2009
Franklin Templeton Investments July 2007 - September 2008
Franklin Templeton Investments June 2006 - July 2007
Education
Ryerson University 2002 — 2006
Bachelor of Commerce (B.Com.), Accounting and Finance
CMA
PRESTO a division of Metrolinx May 2013 - Present
Barking Mad Media January 2011 - Present
Certified Management Accountants of Ontario March 2010 - May 2013
Certified Management Accountants of Ontario June 2009 - March 2010
Mackenzie Investments October 2008 - June 2009
Franklin Templeton Investments July 2007 - September 2008
Franklin Templeton Investments June 2006 - July 2007
Education
Ryerson University 2002 — 2006
Bachelor of Commerce (B.Com.), Accounting and Finance
CMA
Paula Lopes Paula Lopes's Mackenzie Investments Experience July 2005 - Present
Job Private Client Senior Account Manager
Industry Financial Services
Experience
Mackenzie Investments July 2005 - Present
CIBC Asset Management December 2004 - July 2005
Yorkton Securities Inc. November 1997 - August 2002
Skills
Mutual Funds, Wealth Management, Asset Management, Investment Strategies, Investments, Financial Planning, Compliance, Financial Services, Securities, Investment Advisory, Trading, Asset Allocation, Relationship Management, Risk Management
Education
University of Toronto 1996 — 2000
B.Hon, International Relations
Syracuse University 1992 — 1992
International Business
Mackenzie Investments July 2005 - Present
CIBC Asset Management December 2004 - July 2005
Yorkton Securities Inc. November 1997 - August 2002
Skills
Mutual Funds, Wealth Management, Asset Management, Investment Strategies, Investments, Financial Planning, Compliance, Financial Services, Securities, Investment Advisory, Trading, Asset Allocation, Relationship Management, Risk Management
Education
University of Toronto 1996 — 2000
B.Hon, International Relations
Syracuse University 1992 — 1992
International Business
Veda Singh CFP,PFP Veda Singh CFP,PFP's Mackenzie Investments Experience April 2012 - December 2013
Job Manager Client Business Support at Tangerine
Industry Financial Services
Experience
Tangerine December 2013 - Present
Mackenzie Investments April 2012 - December 2013
Canadian Imperial Bank of Commerce February 2008 - August 2011
TD Waterhouse September 1999 - November 2007
TD Canada Trust 1998 - 1999
TD Canada Trust 1997 - 1998
TD Canada Trust 1994 - 1997
Skills
Sales Management, Operations Management, Strategic Planning, Risk Management, Team Leadership, Product Management, Relationship Management, Coaching, Branch Management, Human Resources, Trust Management, Mutual Funds, Vendor Management, Problem Solving, Business Analysis, Investments, Financial Analysis, Analysis, Securities, Process Improvement, Customer Service, Portfolio Management, Leadership, Teamwork, Program Management, CRM, Financial Services, Banking, Wealth Management, Credit, Project Management, Time Management, Finance, Financial Risk, Executive Management, Retail Banking, Sales, Call Centers, Talent Management, Business Process..., Strategy, Equities, Business Requirements, Change Management, Fixed Income, Back Office, Requirements Gathering, Strategic Financial..., Negotiation
Education
CMA Ontario 2011 — 2011
Fundamentals of Enterprise Risk Management
Financial Planners Standards Council of Canada 1995 — 1997
Certified Financial Planner, CFP
Ryerson University 1984 — 1987
Canadian Securities Institute
Canadian Securities, Canadian Operations Course, Partners. Directors & Qualifying Course (PDO)
Tangerine December 2013 - Present
Mackenzie Investments April 2012 - December 2013
Canadian Imperial Bank of Commerce February 2008 - August 2011
TD Waterhouse September 1999 - November 2007
TD Canada Trust 1998 - 1999
TD Canada Trust 1997 - 1998
TD Canada Trust 1994 - 1997
Skills
Sales Management, Operations Management, Strategic Planning, Risk Management, Team Leadership, Product Management, Relationship Management, Coaching, Branch Management, Human Resources, Trust Management, Mutual Funds, Vendor Management, Problem Solving, Business Analysis, Investments, Financial Analysis, Analysis, Securities, Process Improvement, Customer Service, Portfolio Management, Leadership, Teamwork, Program Management, CRM, Financial Services, Banking, Wealth Management, Credit, Project Management, Time Management, Finance, Financial Risk, Executive Management, Retail Banking, Sales, Call Centers, Talent Management, Business Process..., Strategy, Equities, Business Requirements, Change Management, Fixed Income, Back Office, Requirements Gathering, Strategic Financial..., Negotiation
Education
CMA Ontario 2011 — 2011
Fundamentals of Enterprise Risk Management
Financial Planners Standards Council of Canada 1995 — 1997
Certified Financial Planner, CFP
Ryerson University 1984 — 1987
Canadian Securities Institute
Canadian Securities, Canadian Operations Course, Partners. Directors & Qualifying Course (PDO)
Christina Gellos Christina Gellos's Mackenzie Investments Experience May 2012 - Present
Job Human Resources Consultant at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments May 2012 - Present
Mackenzie Investments 2006 - April 2012
Mackenzie Financial Corporation 2004 - 2006
Skills
Talent Management, Performance Management, Employee Engagement, Onboarding, HRIS, Recruiting, Talent Acquisition, Deferred Compensation, Training, Human Resources, Leadership, Relationship Management, Employee Relations, Workforce Planning, Interviews, Employee Benefits, Technical Recruiting, Organizational..., Coaching, Career Development
Education
Ryerson University 2000 — 2005
BComm, Human Resources Management, Finance
Mackenzie Investments May 2012 - Present
Mackenzie Investments 2006 - April 2012
Mackenzie Financial Corporation 2004 - 2006
Skills
Talent Management, Performance Management, Employee Engagement, Onboarding, HRIS, Recruiting, Talent Acquisition, Deferred Compensation, Training, Human Resources, Leadership, Relationship Management, Employee Relations, Workforce Planning, Interviews, Employee Benefits, Technical Recruiting, Organizational..., Coaching, Career Development
Education
Ryerson University 2000 — 2005
BComm, Human Resources Management, Finance
Mercedes Algernon Mercedes Algernon's Mackenzie Investments Experience September 2014 - Present
Job District Sales Coordinator at Mackenzie Investments
Industry Investment Management
Experience
Mackenzie Investments September 2014 - Present
The Wharton Medical Clinic May 2014 - September 2014
Compass Restaurant May 2011 - August 2013
University of Guelph January 2011 - April 2011
Lick's Homeburgers and Ice Cream July 2007 - August 2009
Skills
Nutrition, Leadership, Customer Service, Public Speaking, Social Networking, Wellness, Fitness, Nutrition Education, Athletics, Time Management, Event Planning, Team Leadership, Sales, Teamwork, Problem Solving
Education
University of Guelph 2009 — 2014
Bachelor's Degree, Applied Science, 84.4
Mackenzie Investments September 2014 - Present
The Wharton Medical Clinic May 2014 - September 2014
Compass Restaurant May 2011 - August 2013
University of Guelph January 2011 - April 2011
Lick's Homeburgers and Ice Cream July 2007 - August 2009
Skills
Nutrition, Leadership, Customer Service, Public Speaking, Social Networking, Wellness, Fitness, Nutrition Education, Athletics, Time Management, Event Planning, Team Leadership, Sales, Teamwork, Problem Solving
Education
University of Guelph 2009 — 2014
Bachelor's Degree, Applied Science, 84.4
Mario Ndikumana's Mackenzie Investments Experience 2011 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Mackenzie Investments 2011 - 2012
Aon Hewitt 2005 - 2008
Skills
Benefits Administration, Pension Administration, Data Analysis, Financial Analysis, Customer-focused, Microsoft Applications, Group Benefit Plans, Management
Education
Niagara College 2008 — 2011
Business Administration, Operations Management
Mackenzie Investments 2011 - 2012
Aon Hewitt 2005 - 2008
Skills
Benefits Administration, Pension Administration, Data Analysis, Financial Analysis, Customer-focused, Microsoft Applications, Group Benefit Plans, Management
Education
Niagara College 2008 — 2011
Business Administration, Operations Management
Hiten Oza Hiten Oza's Mackenzie Investments Experience October 2006 - June 2008
Job Account Manager at State Street
Industry Financial Services
Experience
State Street Canada (IFS) August 2013 - Present
Citco Fund Services July 2008 - August 2013
Mackenzie Investments October 2006 - June 2008
Canada Revenue Agency March 2006 - March 2006
YKFG Pvt. Ltd May 1999 - July 2003
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Accounting, Financial Modeling, Account Reconciliation, Strategic Financial..., Equities, Financial Services, Finance, Financial Planning
Education
Chartered Alternative Investment Analyst Association
Alternative Investments, CAIA
York University
Business Administrative Studies
Canadian Securities Institute
Canadian Securities Course, Financial Services
Mumbai University
Bachelor of Commerce (B.Com.)
State Street Canada (IFS) August 2013 - Present
Citco Fund Services July 2008 - August 2013
Mackenzie Investments October 2006 - June 2008
Canada Revenue Agency March 2006 - March 2006
YKFG Pvt. Ltd May 1999 - July 2003
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Accounting, Financial Modeling, Account Reconciliation, Strategic Financial..., Equities, Financial Services, Finance, Financial Planning
Education
Chartered Alternative Investment Analyst Association
Alternative Investments, CAIA
York University
Business Administrative Studies
Canadian Securities Institute
Canadian Securities Course, Financial Services
Mumbai University
Bachelor of Commerce (B.Com.)
Court Elliott's Mackenzie Investments Experience November 2014 - Present
Job AVP Sponsorship at Mackenzie Investments
Industry Consumer Goods
Experience
Mackenzie Investments November 2014 - Present
LG Electronics Canada 2013 - November 2014
GE 2011 - 2013
Philips 2008 - 2011
Bell Canada 2005 - 2008
Media Profile 2003 - 2005
ATI 2002 - 2003
DataMirror November 2000 - May 2001
Weber Shandwick November 1999 - November 2000
Fleishman Hillard April 1998 - November 1999
Skills
Media Relations, Crisis Communications, Internal Communications, Public Relations, Public Affairs, Investor Relations, Corporate Communications, Marketing Communications, Strategic Communications, Communications Planning, Social Media, Digital Marketing, Communication Training, Speech Writing, Crisis Management, Copywriting, Reputation Management, Press Releases, Online Advertising, Marketing, Corporate Social..., Marketing Strategy, Message Development
Education
Seneca College of Applied Arts and Technology 1998 — 1998
Corp Communications, Communications & PR
York University 1994 — 1997
BA, Psychology
Mackenzie Investments November 2014 - Present
LG Electronics Canada 2013 - November 2014
GE 2011 - 2013
Philips 2008 - 2011
Bell Canada 2005 - 2008
Media Profile 2003 - 2005
ATI 2002 - 2003
DataMirror November 2000 - May 2001
Weber Shandwick November 1999 - November 2000
Fleishman Hillard April 1998 - November 1999
Skills
Media Relations, Crisis Communications, Internal Communications, Public Relations, Public Affairs, Investor Relations, Corporate Communications, Marketing Communications, Strategic Communications, Communications Planning, Social Media, Digital Marketing, Communication Training, Speech Writing, Crisis Management, Copywriting, Reputation Management, Press Releases, Online Advertising, Marketing, Corporate Social..., Marketing Strategy, Message Development
Education
Seneca College of Applied Arts and Technology 1998 — 1998
Corp Communications, Communications & PR
York University 1994 — 1997
BA, Psychology
Arjen van der Wal Arjen van der Wal's Mackenzie Investments Experience February 2014 - March 2015
Job ...
Industry Financial Services
Experience
CIBC Wood Gundy August 2015 - Present
Mackenzie Investments February 2014 - March 2015
HOOPP July 2012 - March 2013
Scotiabank Global Banking and Markets April 2011 - July 2012
AGF Trust Company April 2010 - September 2010
Fidelity Investments December 2008 - September 2009
Fidelity Investments June 2008 - November 2008
Fidelity Investments 2006 - 2006
Fidelity Investments 2004 - 2005
Skills
VBA, Business Process, Documentation, Business Analysis, Process Improvement
Education
Simon Fraser University
Bachelor of Business Administration
CIBC Wood Gundy August 2015 - Present
Mackenzie Investments February 2014 - March 2015
HOOPP July 2012 - March 2013
Scotiabank Global Banking and Markets April 2011 - July 2012
AGF Trust Company April 2010 - September 2010
Fidelity Investments December 2008 - September 2009
Fidelity Investments June 2008 - November 2008
Fidelity Investments 2006 - 2006
Fidelity Investments 2004 - 2005
Skills
VBA, Business Process, Documentation, Business Analysis, Process Improvement
Education
Simon Fraser University
Bachelor of Business Administration
Katherine Rodas Katherine Rodas's Mackenzie Investments Experience January 2014 - Present
Job Senior Reporting Analyst, Financial Planning & Measurement at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments January 2014 - Present
Mackenzie Investments September 2010 - December 2013
Mackenzie Investments May 2005 - September 2010
Skills
Mutual Funds, Investments, Financial Reporting, Equities, Wealth Management, Personal Financial..., Event Planning, Relationship Management, Vendor Management, Financial Services, Leadership, Mentoring, Business Analysis, Banking, Securities, Risk Management, Bloomberg, Forecasting, Portfolio Management, Management, Budgets, Asset Management
Education
Chartered Professional Accountants of Ontario 2015 — 2016
CPA Ontario, Completing the CPA Prerequisite Education Program
University of Toronto 2015 — 2016
Risk Management, CRM Candidate
Canadian Securities Institute
Canadian Securities Course (CSC)
Ryerson University 2005 — 2010
Bachelor of Commerce (B.Com.), Business Technology Management & Marketing Management
Cardinal Newman
Mackenzie Investments January 2014 - Present
Mackenzie Investments September 2010 - December 2013
Mackenzie Investments May 2005 - September 2010
Skills
Mutual Funds, Investments, Financial Reporting, Equities, Wealth Management, Personal Financial..., Event Planning, Relationship Management, Vendor Management, Financial Services, Leadership, Mentoring, Business Analysis, Banking, Securities, Risk Management, Bloomberg, Forecasting, Portfolio Management, Management, Budgets, Asset Management
Education
Chartered Professional Accountants of Ontario 2015 — 2016
CPA Ontario, Completing the CPA Prerequisite Education Program
University of Toronto 2015 — 2016
Risk Management, CRM Candidate
Canadian Securities Institute
Canadian Securities Course (CSC)
Ryerson University 2005 — 2010
Bachelor of Commerce (B.Com.), Business Technology Management & Marketing Management
Cardinal Newman
Kunal Karki's Mackenzie Investments Experience June 2008 - August 2008
Job Associate at Warburg Pincus LLC
Industry Investment Banking
Experience
Warburg Pincus LLC July 2014 - Present
Evercore Partners June 2011 - June 2014
J.P. Morgan June 2010 - August 2010
GE Capital August 2009 - November 2009
Mackenzie Investments June 2008 - August 2008
Mackenzie Investments July 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance & Accounting
University of New South Wales
Study abroad program
University of Pennsylvania
Warburg Pincus LLC July 2014 - Present
Evercore Partners June 2011 - June 2014
J.P. Morgan June 2010 - August 2010
GE Capital August 2009 - November 2009
Mackenzie Investments June 2008 - August 2008
Mackenzie Investments July 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance & Accounting
University of New South Wales
Study abroad program
University of Pennsylvania
David Hyun Tah Jeun's Mackenzie Investments Experience October 2013 - February 2014
Job Portfolio Operations Specialist at Connor Clark & Lunn Financial Group
Industry Investment Management
Experience
Connor, Clark & Lunn Financial Group May 2015 - Present
Apex Fund Services (North America) Ltd August 2014 - May 2015
CIBC Mellon March 2014 - August 2014
Mackenzie Investments October 2013 - February 2014
University of Toronto January 2013 - May 2013
Education
University of Toronto
Bachelor of Commerce (B.Com.), Finance & Economics, 3.46/4.0
The University of British Columbia
Summer Program (Busi453, Hist386, Psyc308, Soci240)
Seoul National University
Summer Program
Connor, Clark & Lunn Financial Group May 2015 - Present
Apex Fund Services (North America) Ltd August 2014 - May 2015
CIBC Mellon March 2014 - August 2014
Mackenzie Investments October 2013 - February 2014
University of Toronto January 2013 - May 2013
Education
University of Toronto
Bachelor of Commerce (B.Com.), Finance & Economics, 3.46/4.0
The University of British Columbia
Summer Program (Busi453, Hist386, Psyc308, Soci240)
Seoul National University
Summer Program
Daniel Lachcik Daniel Lachcik's Mackenzie Investments Experience July 2012 - January 2015
Job Certified Salesforce Consultant Aligning people and process for purpose.
Industry Information Technology and Services
Experience
OpFocus, Inc. February 2015 - Present
Mackenzie Investments July 2012 - January 2015
Rogers Communications January 2010 - May 2012
Rogers Communications April 2006 - January 2010
Rogers Communications July 2005 - April 2006
Ministry of Community and Social Services - Gov of ONT November 2004 - June 2005
Skills
Requirements Gathering, Business Analysis, Business Requirements, Integration, Business Process, Systems Analysis, Project Management, Technical Analysis, Requirements Analysis, Databases, Data Analysis, Data Warehousing, Business Intelligence, Project Implementation, Solution Implementation, Oracle, Testing, Quality Assurance, Software Project..., Innovative Problem..., Business Documentation, Microsoft SQL Server, Web Applications, Project Planning, Visio, SDLC, Software Documentation, Salesforce.com, Security, Atlassian, Confluence, JIRA, Team Leadership, Strategy, Leadership, Vendor Management, Management, IT Strategy, Process Improvement, Enterprise Software, CRM, Analysis, Agile Methodologies, User Acceptance Testing, SQL
Education
Mackenzie Investments 2013 — 2014
Leadership Development Program, Leadership
York University - Schulich School of Business 2011 — 2011
Masters Certificate, Business Analysis
Aveta Business Institute 2011 — 2011
Green Belt, Six Sigma, Six sigma
Ryerson University 2006 — 2008
Certificate, Database and Knowledge Management
Ryerson University 2000 — 2004
B. Comm, IT Management - Systems Development and Implementation
Ryerson University 2000 — 2004
Certificate, E-Business Management Strategies
OpFocus, Inc. February 2015 - Present
Mackenzie Investments July 2012 - January 2015
Rogers Communications January 2010 - May 2012
Rogers Communications April 2006 - January 2010
Rogers Communications July 2005 - April 2006
Ministry of Community and Social Services - Gov of ONT November 2004 - June 2005
Skills
Requirements Gathering, Business Analysis, Business Requirements, Integration, Business Process, Systems Analysis, Project Management, Technical Analysis, Requirements Analysis, Databases, Data Analysis, Data Warehousing, Business Intelligence, Project Implementation, Solution Implementation, Oracle, Testing, Quality Assurance, Software Project..., Innovative Problem..., Business Documentation, Microsoft SQL Server, Web Applications, Project Planning, Visio, SDLC, Software Documentation, Salesforce.com, Security, Atlassian, Confluence, JIRA, Team Leadership, Strategy, Leadership, Vendor Management, Management, IT Strategy, Process Improvement, Enterprise Software, CRM, Analysis, Agile Methodologies, User Acceptance Testing, SQL
Education
Mackenzie Investments 2013 — 2014
Leadership Development Program, Leadership
York University - Schulich School of Business 2011 — 2011
Masters Certificate, Business Analysis
Aveta Business Institute 2011 — 2011
Green Belt, Six Sigma, Six sigma
Ryerson University 2006 — 2008
Certificate, Database and Knowledge Management
Ryerson University 2000 — 2004
B. Comm, IT Management - Systems Development and Implementation
Ryerson University 2000 — 2004
Certificate, E-Business Management Strategies
Darren Hands Darren Hands's Mackenzie Investments Experience September 2006 - August 2007
Job Regional Sales Associate at National Bank Investments
Industry Financial Services
Experience
National Bank Investments July 2013 - Present
Shnarped Hockey (startup) September 2012 - Present
National Bank of Canada January 2013 - June 2013
Shnarped Hockey (startup) May 2012 - August 2012
National Bank of Canada December 2008 - July 2011
Mackenzie Investments September 2006 - August 2007
Skills
Sales, Marketing, Financial Services, Mutual Funds, Investments, Wealth Management, Business Development, Digital Media, Startup Development
Education
The University of British Columbia 2011 — 2013
Master of Business Administration (MBA), Marketing
Wilfrid Laurier University 2001 — 2005
Bachelor of Business Administration (BBA), Marketing
National Bank Investments July 2013 - Present
Shnarped Hockey (startup) September 2012 - Present
National Bank of Canada January 2013 - June 2013
Shnarped Hockey (startup) May 2012 - August 2012
National Bank of Canada December 2008 - July 2011
Mackenzie Investments September 2006 - August 2007
Skills
Sales, Marketing, Financial Services, Mutual Funds, Investments, Wealth Management, Business Development, Digital Media, Startup Development
Education
The University of British Columbia 2011 — 2013
Master of Business Administration (MBA), Marketing
Wilfrid Laurier University 2001 — 2005
Bachelor of Business Administration (BBA), Marketing
Jordan Mamen Jordan Mamen's Mackenzie Investments Experience June 2013 - Present
Job Business/Salesforce Analyst at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments June 2013 - Present
Mackenzie Investments December 2011 - May 2013
Wonderland Private English Academy August 2010 - August 2011
Sun Life Financial January 2010 - June 2010
Parks Canada May 2007 - August 2007
Skills
Bilingual, Customer Service, Time Management, Microsoft Office, Microsoft Excel, Teamwork, Leadership, PowerPoint, Training, Team Leadership, Microsoft Word, Report Writing, Outlook, Data Analysis
Education
University of Ottawa / Université d'Ottawa 2006 — 2009
B.Comm, Management
Heritage College 2004 — 2006
Commerce, Business
Mackenzie Investments June 2013 - Present
Mackenzie Investments December 2011 - May 2013
Wonderland Private English Academy August 2010 - August 2011
Sun Life Financial January 2010 - June 2010
Parks Canada May 2007 - August 2007
Skills
Bilingual, Customer Service, Time Management, Microsoft Office, Microsoft Excel, Teamwork, Leadership, PowerPoint, Training, Team Leadership, Microsoft Word, Report Writing, Outlook, Data Analysis
Education
University of Ottawa / Université d'Ottawa 2006 — 2009
B.Comm, Management
Heritage College 2004 — 2006
Commerce, Business
Jose Noriega Portilla's Mackenzie Investments Experience December 2013 - Present
Job Web Analytics Manager at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments December 2013 - Present
BMO Financial Group October 2010 - November 2013
Syncapse December 2009 - April 2010
The University of Texas at El Paso August 2007 - August 2009
RFP Express 2007 - 2007
Best Western Hotels - Property Level 2006 - 2007
Case Western Reserve University August 2004 - May 2006
Amadeus August 2005 - September 2005
Consultant 2001 - 2004
Earlier: July 1998 - November 2001
Skills
Web Analytics, Financial Modeling &..., Statistical Analysis..., Market Research &..., Corporate Planning and..., Financial Reporting, Equity and Sector..., Cost & Pricing Data..., Performance & Risk..., SEO, PPC, Competitive Analysis, Market Research, Financial Modeling, Data Analysis, Analysis, Digital Marketing, Analytics, Entrepreneurship, Forecasting, Financial Analysis, Market Analysis, Leadership, Finance, Strategic Planning, Segmentation, Marketing
Education
The University of Texas at El Paso 2007 — 2009
Master of Accountancy, Financial Accounting
Case Western Reserve University - Weatherhead School of Management 2004 — 2006
MBA, Banking & Finance
Universidad Panamericana 1994 — 1998
B.S. Economics, Economic Theory and Econometrics Concentration
University of San Francisco
Advanced Search Engine Marketing Certificate, Continuing Education Program
Mackenzie Investments December 2013 - Present
BMO Financial Group October 2010 - November 2013
Syncapse December 2009 - April 2010
The University of Texas at El Paso August 2007 - August 2009
RFP Express 2007 - 2007
Best Western Hotels - Property Level 2006 - 2007
Case Western Reserve University August 2004 - May 2006
Amadeus August 2005 - September 2005
Consultant 2001 - 2004
Earlier: July 1998 - November 2001
Skills
Web Analytics, Financial Modeling &..., Statistical Analysis..., Market Research &..., Corporate Planning and..., Financial Reporting, Equity and Sector..., Cost & Pricing Data..., Performance & Risk..., SEO, PPC, Competitive Analysis, Market Research, Financial Modeling, Data Analysis, Analysis, Digital Marketing, Analytics, Entrepreneurship, Forecasting, Financial Analysis, Market Analysis, Leadership, Finance, Strategic Planning, Segmentation, Marketing
Education
The University of Texas at El Paso 2007 — 2009
Master of Accountancy, Financial Accounting
Case Western Reserve University - Weatherhead School of Management 2004 — 2006
MBA, Banking & Finance
Universidad Panamericana 1994 — 1998
B.S. Economics, Economic Theory and Econometrics Concentration
University of San Francisco
Advanced Search Engine Marketing Certificate, Continuing Education Program
Sabina Zima Sabina Zima's Mackenzie Investments Experience 1990 - 2003
Job Assistant Team Leader, Whole Foods Market
Industry Supermarkets
Experience
Whole Foods Market October 2010 - Present
Mackenzie Investments 1990 - 2003
Skills
Team Building, Budgets, Culinary Skills, Customer Service, Management, Pastry, Inventory Management, Baking, Merchandising, Team Leadership, Strategic Planning, Retail, Inventory Control, Negotiation, Bakery, Coaching, Leadership, Purchasing
Education
A Y Jackson SS 1980 — 1983
Ryerson University
Whole Foods Market October 2010 - Present
Mackenzie Investments 1990 - 2003
Skills
Team Building, Budgets, Culinary Skills, Customer Service, Management, Pastry, Inventory Management, Baking, Merchandising, Team Leadership, Strategic Planning, Retail, Inventory Control, Negotiation, Bakery, Coaching, Leadership, Purchasing
Education
A Y Jackson SS 1980 — 1983
Ryerson University
Larry Distillio's Mackenzie Investments Experience January 2008 - Present
Job Director, Financial Advisor Business Management
Industry Financial Services
Experience
Mackenzie Investments January 2008 - Present
Skills
Mutual Funds, Wealth Management, Retirement, Leadership, ETFs, Strategic Financial..., Investment Strategies, Investments, Retirement Planning, Portfolio Management, Project Management, Securities, Investment Advisory, Finance, Financial Advisory, Financial Services, Asset Allocation
Education
Ryerson University 1989 — 1993
B Comm
Mackenzie Investments January 2008 - Present
Skills
Mutual Funds, Wealth Management, Retirement, Leadership, ETFs, Strategic Financial..., Investment Strategies, Investments, Retirement Planning, Portfolio Management, Project Management, Securities, Investment Advisory, Finance, Financial Advisory, Financial Services, Asset Allocation
Education
Ryerson University 1989 — 1993
B Comm
Jeffrey R Carney Jeffrey R Carney's Mackenzie Investments Experience May 2013 - Present
Job Financial Services Executive
Industry Financial Services
Experience
Mackenzie Investments May 2013 - Present
Charles Schwab March 2012 - November 2012
Putnam Investments October 2008 - March 2012
Bank of America August 2007 - October 2008
Fidelity Investments November 2002 - July 2007
Skills
Investment Advisory, Series 7, Management, Investments, Series 24, Business Strategy, FINRA, Series 63, Retirement, Strategy, Mutual Funds, Wealth Management..., Banking, Marketing, 401k, Finance, Investment Management, Mergers & Acquisitions, ETFs, Investment Strategies, Financial Advisory
Education
Queen's University 1980 — 1984
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
Mackenzie Investments May 2013 - Present
Charles Schwab March 2012 - November 2012
Putnam Investments October 2008 - March 2012
Bank of America August 2007 - October 2008
Fidelity Investments November 2002 - July 2007
Skills
Investment Advisory, Series 7, Management, Investments, Series 24, Business Strategy, FINRA, Series 63, Retirement, Strategy, Mutual Funds, Wealth Management..., Banking, Marketing, 401k, Finance, Investment Management, Mergers & Acquisitions, ETFs, Investment Strategies, Financial Advisory
Education
Queen's University 1980 — 1984
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
Laleh Haerian Laleh Haerian's Mackenzie Investments Experience September 2014 - Present
Job Systems Analyst at Mackenzie Investments
Industry Mechanical or Industrial Engineering
Experience
Mackenzie Investments September 2014 - Present
Darkhorse Analytics April 2012 - September 2014
Centre for Excellence in Operations February 2010 - April 2012
The University of Auckland 2007 - 2010
Henkel Co, Iran August 2006 - December 2006
Kaveer Automotive Industries 2003 - 2006
Skills
Software Development, Algorithms, Mathematical Modeling, Process Scheduler, Combinatorial..., Operations Research, Simulations, LaTeX, Optimization, Data Mining, Statistics, Matlab, Data Analysis, Statistical Modeling, Quantitative Analytics, Numerical Analysis, Time Series Analysis, Applied Mathematics, Monte Carlo Simulation, Modeling, Econometrics, CPLEX, University Teaching, Linear Programming, Programming, Lecturing, Analysis, Supply Chain Management, Discrete Event..., Mathematical Programming, Experimental Design, Research Design, Predictive Analytics, Quantitative Research
Education
University of Auckland 2007 — 2011
PhD, Operations Management
Iran University of Science and Technology 2003 — 2006
MSc, Industrial Engineering
Sharif University of Technology 1999 — 2003
BS, Industrial Engineering
Farzanegan, Mashad 1992 — 1999
Diploma, Mathematics & Physics
Mackenzie Investments September 2014 - Present
Darkhorse Analytics April 2012 - September 2014
Centre for Excellence in Operations February 2010 - April 2012
The University of Auckland 2007 - 2010
Henkel Co, Iran August 2006 - December 2006
Kaveer Automotive Industries 2003 - 2006
Skills
Software Development, Algorithms, Mathematical Modeling, Process Scheduler, Combinatorial..., Operations Research, Simulations, LaTeX, Optimization, Data Mining, Statistics, Matlab, Data Analysis, Statistical Modeling, Quantitative Analytics, Numerical Analysis, Time Series Analysis, Applied Mathematics, Monte Carlo Simulation, Modeling, Econometrics, CPLEX, University Teaching, Linear Programming, Programming, Lecturing, Analysis, Supply Chain Management, Discrete Event..., Mathematical Programming, Experimental Design, Research Design, Predictive Analytics, Quantitative Research
Education
University of Auckland 2007 — 2011
PhD, Operations Management
Iran University of Science and Technology 2003 — 2006
MSc, Industrial Engineering
Sharif University of Technology 1999 — 2003
BS, Industrial Engineering
Farzanegan, Mashad 1992 — 1999
Diploma, Mathematics & Physics
Bryan Schaefer Bryan Schaefer's Mackenzie Investments Experience 2000 - 2002
Job Team Lead, People Service Centre at Team Lead, People Service Centre
Industry Financial Services
Experience
Jones Pond Campground & RV Park October 2012 - Present
Lafarge April 2011 - August 2012
Citco Fund Services September 2007 - January 2011
Manulife Financial 2004 - 2007
Empire Financial 2002 - 2003
Mackenzie Investments 2000 - 2002
Foresters 1997 - 2000
RBC Insurance (formerly Westbury) 1990 - 1994
Skills
People Management, Team Leadership, Human Relations
Education
Ryerson University
Human Resources
Jones Pond Campground & RV Park October 2012 - Present
Lafarge April 2011 - August 2012
Citco Fund Services September 2007 - January 2011
Manulife Financial 2004 - 2007
Empire Financial 2002 - 2003
Mackenzie Investments 2000 - 2002
Foresters 1997 - 2000
RBC Insurance (formerly Westbury) 1990 - 1994
Skills
People Management, Team Leadership, Human Relations
Education
Ryerson University
Human Resources
Walid Ahmed Walid Ahmed's Mackenzie Investments Experience November 2009 - April 2011
Job at Contax
Industry Computer Software
Experience
CONTAX Inc. September 2014 - Present
Neptune Technology Group February 2012 - September 2014
Neptune Technology Group February 2012 - September 2014
Neptune Technology Group June 2011 - September 2014
Bell Mobility April 2011 - June 2011
Mackenzie Investments November 2009 - April 2011
Mackenzie Investments November 2009 - April 2011
Four Films Printing Group June 2009 - November 2009
Four Films Printing Group April 2009 - November 2009
Skills
SharePoint, SDLC, Switches, Visio, Microsoft Office, Troubleshooting, HTML, Microsoft SQL Server, Business Analysis, Access, Windows Server, Testing, Analysis, Software Documentation, Databases, Project Planning
Education
University of Toronto 2011 — 2012
Business Analysis Certification
Ryerson University 2004 — 2008
B. Comm, Information Technology Management
CONTAX Inc. September 2014 - Present
Neptune Technology Group February 2012 - September 2014
Neptune Technology Group February 2012 - September 2014
Neptune Technology Group June 2011 - September 2014
Bell Mobility April 2011 - June 2011
Mackenzie Investments November 2009 - April 2011
Mackenzie Investments November 2009 - April 2011
Four Films Printing Group June 2009 - November 2009
Four Films Printing Group April 2009 - November 2009
Skills
SharePoint, SDLC, Switches, Visio, Microsoft Office, Troubleshooting, HTML, Microsoft SQL Server, Business Analysis, Access, Windows Server, Testing, Analysis, Software Documentation, Databases, Project Planning
Education
University of Toronto 2011 — 2012
Business Analysis Certification
Ryerson University 2004 — 2008
B. Comm, Information Technology Management
Carmela Bartolomucci Carmela Bartolomucci's Mackenzie Investments Experience March 2005 - Present
Job Manager, Workstation Technology Solutions
Industry Financial Services
Experience
Mackenzie Investments March 2005 - Present
Canada Life June 1991 - November 2004
Crown Life June 1986 - June 1991
Education
Seneca College of Applied Arts and Technology 1983 — 1986
Business Administration Certification, Business Administration and Management, General
Mackenzie Investments March 2005 - Present
Canada Life June 1991 - November 2004
Crown Life June 1986 - June 1991
Education
Seneca College of Applied Arts and Technology 1983 — 1986
Business Administration Certification, Business Administration and Management, General
Harvinder Saini Harvinder Saini's Mackenzie Investments Experience December 2014 - May 2015
Job Lead at Mackenzie Investments
Industry Computer Software
Experience
Mackenzie Investments December 2014 - May 2015
CGI December 2011 - November 2014
Punjab Infotech April 2010 - August 2011
J.P. Morgan January 2008 - August 2009
Legg Mason December 2006 - November 2007
GlobalTech Enterprises August 2002 - November 2004
Education
NJIT 2005 — 2006
MS, Computer Science
Punjab Technical University 1998 — 2002
BS, Computer Science
Mackenzie Investments December 2014 - May 2015
CGI December 2011 - November 2014
Punjab Infotech April 2010 - August 2011
J.P. Morgan January 2008 - August 2009
Legg Mason December 2006 - November 2007
GlobalTech Enterprises August 2002 - November 2004
Education
NJIT 2005 — 2006
MS, Computer Science
Punjab Technical University 1998 — 2002
BS, Computer Science
Trisha So Quen Last, ALMI's Mackenzie Investments Experience May 2014 - Present
Job Enthusiastic Marketing Project Management and Event Professional
Industry Insurance
Experience
Mackenzie Investments May 2014 - Present
HUB Financial Inc. September 2011 - May 2014
HUB Financial Inc. November 2010 - August 2011
HUB Financial Inc. February 2010 - November 2010
CCMC Links for Women Golf School April 2009 - September 2009
Skills
Event Planning, Event Management, Project Management, Venue Relations, Event Marketing, FileMaker, Marketing, Advertising, Marketing Strategy, Social Media Marketing, Marketing Research, Email Marketing, Adobe Creative Suite, Corporate Branding, Corporate Communications, Leadership
Education
LOMA - Life Office Management Association 2010 — 2012
Associate
Niagara College 2007 — 2009
Business Administration
Sheridan College 2004 — 2006
Ontario College Diploma
Mackenzie Investments May 2014 - Present
HUB Financial Inc. September 2011 - May 2014
HUB Financial Inc. November 2010 - August 2011
HUB Financial Inc. February 2010 - November 2010
CCMC Links for Women Golf School April 2009 - September 2009
Skills
Event Planning, Event Management, Project Management, Venue Relations, Event Marketing, FileMaker, Marketing, Advertising, Marketing Strategy, Social Media Marketing, Marketing Research, Email Marketing, Adobe Creative Suite, Corporate Branding, Corporate Communications, Leadership
Education
LOMA - Life Office Management Association 2010 — 2012
Associate
Niagara College 2007 — 2009
Business Administration
Sheridan College 2004 — 2006
Ontario College Diploma
Vita Aguanno-Vella Vita Aguanno-Vella's Mackenzie Investments Experience January 2012 - Present
Job Email Marketer | Digital Marketing | Webinars | Marketing Communications | Web Marketing
Industry Financial Services
Experience
Mackenzie Investments January 2012 - Present
Mackenzie Investments August 2007 - December 2011
MRS 1996 - 2005
Skills
Email Marketing, Financial Services, Marketing Communications, Digital Marketing, Relationship Management, Mutual Funds, Marketing Strategy, Microsoft Excel, Product Marketing, Project Management, Customer Service, Business Analysis, Dreammail by Epsilon, Marketing, Analytics, Sales
Education
University of Toronto #SCS2118 2012 — 2012
Ryerson University 1993 — 1996
Bachelor of Commerces, Accounting and Finance
Mackenzie Investments January 2012 - Present
Mackenzie Investments August 2007 - December 2011
MRS 1996 - 2005
Skills
Email Marketing, Financial Services, Marketing Communications, Digital Marketing, Relationship Management, Mutual Funds, Marketing Strategy, Microsoft Excel, Product Marketing, Project Management, Customer Service, Business Analysis, Dreammail by Epsilon, Marketing, Analytics, Sales
Education
University of Toronto #SCS2118 2012 — 2012
Ryerson University 1993 — 1996
Bachelor of Commerces, Accounting and Finance
Chiedu Odiatu's Mackenzie Investments Experience 2011 - Present
Job Vice President Sales at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments 2011 - Present
Hartford Investments 2004 - April 2011
EISI 2000 - 2003
Investors Group Financial Services Inc. 1997 - 2000
Skills
Alternative Investments, Finance, Investment Advisory, Securities, Strategic Financial..., Strategic Planning, Wealth Management, Sales, Retirement Planning, Retirement, Portfolio Management, Marketing, Asset Management, Estate Planning, Financial Services, Insurance, Investment Strategies, Investments, Financial Planning
Education
University of Manitoba
BA, Economics
Mackenzie Investments 2011 - Present
Hartford Investments 2004 - April 2011
EISI 2000 - 2003
Investors Group Financial Services Inc. 1997 - 2000
Skills
Alternative Investments, Finance, Investment Advisory, Securities, Strategic Financial..., Strategic Planning, Wealth Management, Sales, Retirement Planning, Retirement, Portfolio Management, Marketing, Asset Management, Estate Planning, Financial Services, Insurance, Investment Strategies, Investments, Financial Planning
Education
University of Manitoba
BA, Economics
Christopher Vollick's Mackenzie Investments Experience October 1998 - October 2000
Job Seeking New Opportunities as Account Manager building strong relationships and growing new business
Industry Consumer Goods
Experience
ICUC September 2015 - Present
Mosaic Sales Solutions July 2015 - Present
Independent Sales Consultant June 2015 - Present
Marketing & Social Media Consultant June 2012 - Present
KP Building Products Ltd. March 2014 - May 2015
Farley WinDoor Ltd July 2011 - May 2015
The Home Depot March 2004 - July 2011
XE.com Inc. July 2002 - January 2004
CI Investments Inc. October 2000 - April 2001
Mackenzie Investments October 1998 - October 2000
Skills
Sales Management, Customer Service, Customer Relations, Strategic Partnerships, Business Analysis, Home Improvement, Project Management, Excel, Strategic Planning, Microsoft Office, Event Planning, Account Management, Social Media, Word, Teamwork, Public Relations, Social Media Marketing, Vendor Relations, Team Leadership, Coaching, Public Speaking, Analysis, Strategic Communications, Brand Awareness, Brand Loyalty, Brand Management, Consumer Goods, Business Development, Key Account Management, Sales, Sales Operations, Training, Management, Social Networking, Marketing
Education
McMaster University 2011 — 2015
Diploma in Public Relations, Corpoarte Communications, Strategic Management
The Summit Group 2012 — 2012
Creating Business Value
Wilfrid Laurier University 1991 — 1995
BBA, Honours, Marketing & Finance
ICUC September 2015 - Present
Mosaic Sales Solutions July 2015 - Present
Independent Sales Consultant June 2015 - Present
Marketing & Social Media Consultant June 2012 - Present
KP Building Products Ltd. March 2014 - May 2015
Farley WinDoor Ltd July 2011 - May 2015
The Home Depot March 2004 - July 2011
XE.com Inc. July 2002 - January 2004
CI Investments Inc. October 2000 - April 2001
Mackenzie Investments October 1998 - October 2000
Skills
Sales Management, Customer Service, Customer Relations, Strategic Partnerships, Business Analysis, Home Improvement, Project Management, Excel, Strategic Planning, Microsoft Office, Event Planning, Account Management, Social Media, Word, Teamwork, Public Relations, Social Media Marketing, Vendor Relations, Team Leadership, Coaching, Public Speaking, Analysis, Strategic Communications, Brand Awareness, Brand Loyalty, Brand Management, Consumer Goods, Business Development, Key Account Management, Sales, Sales Operations, Training, Management, Social Networking, Marketing
Education
McMaster University 2011 — 2015
Diploma in Public Relations, Corpoarte Communications, Strategic Management
The Summit Group 2012 — 2012
Creating Business Value
Wilfrid Laurier University 1991 — 1995
BBA, Honours, Marketing & Finance
Robert Nakoneshny's Mackenzie Investments Experience July 2011 - February 2015
Job Vice President, Private Wealth Management at Investors Group
Industry Investment Management
Experience
Investors Group March 2015 - Present
Mackenzie Investments July 2011 - February 2015
Mackenzie Financial January 2005 - June 2011
Canadian Western Trust 2000 - 2005
TD 1996 - 1998
TD Canada Trust 1990 - 1998
Skills
Strategic Financial..., Wealth Management, Mutual Funds, Investment Strategies, Retirement, Retirement Planning, Investments, Estate Planning, Portfolio Management, Wealth, Asset Allocation, Financial Advisory, Investment Advisory, Securities, Financial Services, Asset Management, Alternative Investments, ETFs, Investment Management, Wealth Management..., High Net Worth..., Financial Planners, Equities, Separately Managed..., Financial Planning
Education
University of Saskatchewan 1985 — 1990
B Commerce, Marketing and Finance
E D Feehan 1980 — 1985
Senior Matriculation
Canadian Securities Institute
PFP
Investors Group March 2015 - Present
Mackenzie Investments July 2011 - February 2015
Mackenzie Financial January 2005 - June 2011
Canadian Western Trust 2000 - 2005
TD 1996 - 1998
TD Canada Trust 1990 - 1998
Skills
Strategic Financial..., Wealth Management, Mutual Funds, Investment Strategies, Retirement, Retirement Planning, Investments, Estate Planning, Portfolio Management, Wealth, Asset Allocation, Financial Advisory, Investment Advisory, Securities, Financial Services, Asset Management, Alternative Investments, ETFs, Investment Management, Wealth Management..., High Net Worth..., Financial Planners, Equities, Separately Managed..., Financial Planning
Education
University of Saskatchewan 1985 — 1990
B Commerce, Marketing and Finance
E D Feehan 1980 — 1985
Senior Matriculation
Canadian Securities Institute
PFP
Josh Wong, CFA Josh Wong, CFA's Mackenzie Investments Experience September 2006 - June 2010
Job Associate Wealth Advisor at HollisWealth
Industry Financial Services
Experience
HollisWealth, a division of Scotia Capital Inc. July 2010 - Present
Invis 2013 - Present
HollisWealth Insurance Agency Ltd. July 2010 - Present
Mackenzie Investments September 2006 - June 2010
Skills
Wealth Management, Insurance, Mutual Funds, Retirement Planning, Wealth, Investment Strategies, Investments, Estate Planning, Retirement, Financial Advisory, Securities, Strategic Financial..., Equities, Pensions, High Net Worth..., Segregated Funds, Mortgage Lending, Options, ETFs, Risk Management, Hedge Funds, Fixed Income, Life Insurance, Investment Advisory, Tax, Alternative Investments, Financial Planners, Financial Markets, Disability Insurance, Finance, Wealth Management..., Asset Management, Loans, Residential Mortgages, Fixed Annuities, Investment Management, Banking, Asset Allocation, Critical Illness, Portfolio Management, Credit, Retirement Savings, Bonds, Financial Services, Relationship Management, Financial Analysis, Wealth Accumulation
Education
CFA Institute 2005 — 2007
Awarded charter in 2012
Simon Fraser University 1999 — 2003
BA, Economics
HollisWealth, a division of Scotia Capital Inc. July 2010 - Present
Invis 2013 - Present
HollisWealth Insurance Agency Ltd. July 2010 - Present
Mackenzie Investments September 2006 - June 2010
Skills
Wealth Management, Insurance, Mutual Funds, Retirement Planning, Wealth, Investment Strategies, Investments, Estate Planning, Retirement, Financial Advisory, Securities, Strategic Financial..., Equities, Pensions, High Net Worth..., Segregated Funds, Mortgage Lending, Options, ETFs, Risk Management, Hedge Funds, Fixed Income, Life Insurance, Investment Advisory, Tax, Alternative Investments, Financial Planners, Financial Markets, Disability Insurance, Finance, Wealth Management..., Asset Management, Loans, Residential Mortgages, Fixed Annuities, Investment Management, Banking, Asset Allocation, Critical Illness, Portfolio Management, Credit, Retirement Savings, Bonds, Financial Services, Relationship Management, Financial Analysis, Wealth Accumulation
Education
CFA Institute 2005 — 2007
Awarded charter in 2012
Simon Fraser University 1999 — 2003
BA, Economics
Irina Gheorghiu's Mackenzie Investments Experience January 2004 - September 2004
Job Quality Assurance Manager at TD Wealth Management
Industry Computer Software
Experience
TD December 2011 - Present
CIBC June 2011 - December 2011
RBC Dexia Investor Services December 2010 - June 2011
TD June 2009 - December 2010
Enbridge Gas Distribution February 2009 - June 2009
Scotiabank March 2008 - February 2009
TD November 2007 - March 2008
CIBC September 2004 - December 2007
Mackenzie Financial 2006 - 2007
Mackenzie Investments January 2004 - September 2004
Skills
User Acceptance Testing, SDLC, Quality Center, Requirements Gathering, Business Requirements, Test Planning, System Testing, Test Cases, Test Strategy, Testing, Functional Testing, Business Analysis, QTP, SQL, Regression Testing, Waterfall, DB2, Quality Assurance, Manual Testing, Software Quality..., Test Management, Software Documentation, JIRA, Visio, Requirements Analysis, Systems Analysis, Agile Methodologies, Defect Tracking, Oracle, Agile Testing, Software Project..., Test Automation, Scrum, Agile Project Management, HP QTP, HP Quality Center, Vendor Management
Education
Université René Descartes (Paris V) 1990 — 1996
Semiology
Universitatea „Alexandru Ioan Cuza” din Iași 1988 — 1990
Bachelor of Science (B.S.), Theoretical and Mathematical Physics
Liceul Emil Racovitza
TD December 2011 - Present
CIBC June 2011 - December 2011
RBC Dexia Investor Services December 2010 - June 2011
TD June 2009 - December 2010
Enbridge Gas Distribution February 2009 - June 2009
Scotiabank March 2008 - February 2009
TD November 2007 - March 2008
CIBC September 2004 - December 2007
Mackenzie Financial 2006 - 2007
Mackenzie Investments January 2004 - September 2004
Skills
User Acceptance Testing, SDLC, Quality Center, Requirements Gathering, Business Requirements, Test Planning, System Testing, Test Cases, Test Strategy, Testing, Functional Testing, Business Analysis, QTP, SQL, Regression Testing, Waterfall, DB2, Quality Assurance, Manual Testing, Software Quality..., Test Management, Software Documentation, JIRA, Visio, Requirements Analysis, Systems Analysis, Agile Methodologies, Defect Tracking, Oracle, Agile Testing, Software Project..., Test Automation, Scrum, Agile Project Management, HP QTP, HP Quality Center, Vendor Management
Education
Université René Descartes (Paris V) 1990 — 1996
Semiology
Universitatea „Alexandru Ioan Cuza” din Iași 1988 — 1990
Bachelor of Science (B.S.), Theoretical and Mathematical Physics
Liceul Emil Racovitza
Ashley McKenzie Ashley McKenzie's Mackenzie Investments Experience May 2015 - August 2015
Job Student at Queen's School of Business
Industry Accounting
Experience
Queen's School of Business January 2015 - Present
BrainTrust September 2014 - Present
Mackenzie Investments May 2015 - August 2015
JDRF Toronto Chapter May 2014 - August 2014
Durham Catholic District School Board August 2012 - August 2013
Skills
Teamwork, Critical Thinking, Leadership, Public Speaking, Research, Microsoft Office, Student Leadership, Community Outreach, Time Management, Microsoft Excel, Tutoring, Event Planning, Higher Education, Team Building, Fundraising, Event Management, Teaching, Educational Leadership, Bookkeeping, Photoshop, Vector Illustration, Retreat Leader, Social Media, Team Leadership, PowerPoint
Education
Queen's University 2013 — 2017
Bachelor of Commerce (B.Com.)
St. Mary Catholic Secondary School 2009 — 2013
Queen's School of Business January 2015 - Present
BrainTrust September 2014 - Present
Mackenzie Investments May 2015 - August 2015
JDRF Toronto Chapter May 2014 - August 2014
Durham Catholic District School Board August 2012 - August 2013
Skills
Teamwork, Critical Thinking, Leadership, Public Speaking, Research, Microsoft Office, Student Leadership, Community Outreach, Time Management, Microsoft Excel, Tutoring, Event Planning, Higher Education, Team Building, Fundraising, Event Management, Teaching, Educational Leadership, Bookkeeping, Photoshop, Vector Illustration, Retreat Leader, Social Media, Team Leadership, PowerPoint
Education
Queen's University 2013 — 2017
Bachelor of Commerce (B.Com.)
St. Mary Catholic Secondary School 2009 — 2013
Grant Dalrymple Grant Dalrymple's Mackenzie Investments Experience April 2003 - May 2006
Job Director, Treasury & Finance Operations at First Canadian Title
Industry Insurance
Experience
FCT May 2006 - Present
Mackenzie Investments April 2003 - May 2006
Raymond James (Formerly Northwood Stephens Private Counsel) February 2001 - February 2003
Skills
Treasury, Investments, Cash-flow Management, Capital Budgeting, Enterprise Risk..., Process Improvement, Requirements Analysis, Team Leadership, Business Analysis, Finance System..., Insurance, Program Management
Education
McMaster University
OIIT - Ontario Institute of Information Technology
Trinity College School
FCT May 2006 - Present
Mackenzie Investments April 2003 - May 2006
Raymond James (Formerly Northwood Stephens Private Counsel) February 2001 - February 2003
Skills
Treasury, Investments, Cash-flow Management, Capital Budgeting, Enterprise Risk..., Process Improvement, Requirements Analysis, Team Leadership, Business Analysis, Finance System..., Insurance, Program Management
Education
McMaster University
OIIT - Ontario Institute of Information Technology
Trinity College School
Nadia Plesca's Mackenzie Investments Experience March 2013 - Present
Job Queen's MMA Candidate | 4 rs in Financial Services Roles | Client and Relationship Focus | Analytics & Insights
Industry Financial Services
Experience
Mackenzie Investments March 2013 - Present
First National Financial LP November 2011 - March 2013
Financial Services Commission of Ontario (FSCO) July 2009 - September 2009
Skills
Portfolio Management, Financial Planning, Risk Management, Mutual Funds, SAP CRM, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Statistical Data..., Teamwork, Time Management, Asset Allocation, Problem Solving, Leadership, CRM, SAS, Securities, Analysis, Data Analysis
Education
Queen's University 2015 — 2016
Master of Management Analytics Candidate 2016
Ryerson University 2006 — 2011
Bachelor of Commerce (B.Com.), Finance Major
Mackenzie Investments March 2013 - Present
First National Financial LP November 2011 - March 2013
Financial Services Commission of Ontario (FSCO) July 2009 - September 2009
Skills
Portfolio Management, Financial Planning, Risk Management, Mutual Funds, SAP CRM, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Statistical Data..., Teamwork, Time Management, Asset Allocation, Problem Solving, Leadership, CRM, SAS, Securities, Analysis, Data Analysis
Education
Queen's University 2015 — 2016
Master of Management Analytics Candidate 2016
Ryerson University 2006 — 2011
Bachelor of Commerce (B.Com.), Finance Major
Federick (Derrick) Marcelino's Mackenzie Investments Experience October 2014 - Present
Job Private Wealth Account Manager at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments October 2014 - Present
Mackenzie Investments March 2011 - September 2014
Mackenzie Investments August 2008 - March 2011
Mackenzie Investments December 2007 - August 2008
Skills
Mutual Funds, Investments, Portfolio Management, Finance, Financial Planning, Problem Solving, Organization &..., Communication, Asset Allocation, Strategic Financial..., Financial Advisory, Wealth, Equities, High Net Worth..., Wealth Management
Education
Ryerson University 2003 — 2007
Bachelor of Commerce, Major in Finance
Mackenzie Investments October 2014 - Present
Mackenzie Investments March 2011 - September 2014
Mackenzie Investments August 2008 - March 2011
Mackenzie Investments December 2007 - August 2008
Skills
Mutual Funds, Investments, Portfolio Management, Finance, Financial Planning, Problem Solving, Organization &..., Communication, Asset Allocation, Strategic Financial..., Financial Advisory, Wealth, Equities, High Net Worth..., Wealth Management
Education
Ryerson University 2003 — 2007
Bachelor of Commerce, Major in Finance
Heather Meadus Heather Meadus's Mackenzie Investments Experience April 2011 - Present
Job Learning & Development Professional at Mackenzie Investments
Industry Human Resources
Experience
Mackenzie Investments April 2011 - Present
The Home Depot Canada 2009 - 2010
Intact Financial Corporation 2007 - 2009
Intact (Formerly ING Canada) 2005 - 2007
Intact (Formerly ING Insurance of Canada) 2003 - 2005
Intact (Formerly ING Insurance of Canada) 2003 - 2003
TD Bank Group 2001 - 2003
Skills
Training, Talent Management, Organizational..., Human Resources, Onboarding, Organizational..., Customer Service, Employee Engagement, Performance Management, Team Building, Employee Training, Employee Relations, Program Management, Internal Communications, Management Development, Mentoring, Learning Management..., Leadership, Training & Development, Leadership Development, Succession Planning, Workshop Facilitation, Communication
Education
Ryerson University
Human Resources Management, Human Resources
University of Windsor
Bachelor of Commerce (Honours) Business Administration, Human Resources
SDSS
Mackenzie Investments April 2011 - Present
The Home Depot Canada 2009 - 2010
Intact Financial Corporation 2007 - 2009
Intact (Formerly ING Canada) 2005 - 2007
Intact (Formerly ING Insurance of Canada) 2003 - 2005
Intact (Formerly ING Insurance of Canada) 2003 - 2003
TD Bank Group 2001 - 2003
Skills
Training, Talent Management, Organizational..., Human Resources, Onboarding, Organizational..., Customer Service, Employee Engagement, Performance Management, Team Building, Employee Training, Employee Relations, Program Management, Internal Communications, Management Development, Mentoring, Learning Management..., Leadership, Training & Development, Leadership Development, Succession Planning, Workshop Facilitation, Communication
Education
Ryerson University
Human Resources Management, Human Resources
University of Windsor
Bachelor of Commerce (Honours) Business Administration, Human Resources
SDSS
Nicole Rasmussen's Mackenzie Investments Experience May 2015 - August 2015
Job Sponsorship Director at Queen's Women in Leadership Conference
Industry Marketing and Advertising
Experience
Mackenzie Investments May 2015 - August 2015
LEVEL5 Strategy Group June 2013 - August 2014
CARGO Cosmetics June 2011 - August 2012
Delta Hotels July 2010 - August 2010
Education
Queen's University 2013 — 2017
Bachelor of Commerce (BCom)
St Clement's School 2007 — 2013
Mackenzie Investments May 2015 - August 2015
LEVEL5 Strategy Group June 2013 - August 2014
CARGO Cosmetics June 2011 - August 2012
Delta Hotels July 2010 - August 2010
Education
Queen's University 2013 — 2017
Bachelor of Commerce (BCom)
St Clement's School 2007 — 2013
Amanda Truong's Mackenzie Investments Experience May 2013 - Present
Job Fund Accountant at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments May 2013 - Present
TD Canada Trust November 2011 - May 2013
Skills
Mutual Funds, Fund Accounting, Investments, Financial Analysis, Financial Reporting, Bank Reconciliation, MPower, Microsoft Excel, Time Management, Teamwork, Microsoft Word, Microsoft Office, Finance, Credit, Sales
Education
Ryerson University 2009 — 2013
Bachelor of Commerce (BCom), Finance
Mackenzie Investments May 2013 - Present
TD Canada Trust November 2011 - May 2013
Skills
Mutual Funds, Fund Accounting, Investments, Financial Analysis, Financial Reporting, Bank Reconciliation, MPower, Microsoft Excel, Time Management, Teamwork, Microsoft Word, Microsoft Office, Finance, Credit, Sales
Education
Ryerson University 2009 — 2013
Bachelor of Commerce (BCom), Finance
Ria Banu Ria Banu's Mackenzie Investments Experience January 2010 - August 2012
Job Trust Accountant at Mackenzie Investments
Industry Investment Management
Experience
Mackenzie Investments January 2010 - August 2012
National Dispatch Services August 2009 - December 2009
Mackenzie Financial Corporation December 2008 - May 2009
Toronto Transit Commission December 2007 - September 2008
Ontario Ministry of Finance January 2007 - June 2007
Skills
Accounting, Account Reconciliation, Financial Accounting, Financial Analysis, Tax, Microsoft Excel, Auditing, Teamwork
Education
CSI 2012 — 2013
Canadian Securities Course (CSC)®
Royal Roads University 2001 — 2004
MBA, Digital Technologies of Management
Certified General Accountants of Ontario (CGA)
Level 3
National University of Bangladesh
Master's Degree, Major in Management
Mackenzie Investments January 2010 - August 2012
National Dispatch Services August 2009 - December 2009
Mackenzie Financial Corporation December 2008 - May 2009
Toronto Transit Commission December 2007 - September 2008
Ontario Ministry of Finance January 2007 - June 2007
Skills
Accounting, Account Reconciliation, Financial Accounting, Financial Analysis, Tax, Microsoft Excel, Auditing, Teamwork
Education
CSI 2012 — 2013
Canadian Securities Course (CSC)®
Royal Roads University 2001 — 2004
MBA, Digital Technologies of Management
Certified General Accountants of Ontario (CGA)
Level 3
National University of Bangladesh
Master's Degree, Major in Management
Marco Consoli Marco Consoli's Mackenzie Investments Experience January 2011 - June 2012
Job Member Service Specialist at Alterna Savings Credit Union
Industry Financial Services
Experience
Alterna Savings Credit Union December 2013 - Present
TD Waterhouse November 2012 - November 2013
Mackenzie Investments January 2011 - June 2012
Investors Group November 2008 - April 2010
Skills
Portfolio Management, Management, Leadership, Marketing Strategy, Financial Analysis, Strategic Planning, Microsoft Excel, Consulting, Financial Planning, Social Media Marketing, Investments, Wealth Management, Strategic Financial..., Asset Management
Education
FPSC Institute 2011 — 2013
CFP, Financial Planning and Services
Seneca College of Applied Arts and Technology 2008 — 2008
IFIC, Mutual Fund License
Seneca College of Applied Arts and Technology 2005 — 2008
Business/Marketing
Brebeuf College 1998 — 2003
Alterna Savings Credit Union December 2013 - Present
TD Waterhouse November 2012 - November 2013
Mackenzie Investments January 2011 - June 2012
Investors Group November 2008 - April 2010
Skills
Portfolio Management, Management, Leadership, Marketing Strategy, Financial Analysis, Strategic Planning, Microsoft Excel, Consulting, Financial Planning, Social Media Marketing, Investments, Wealth Management, Strategic Financial..., Asset Management
Education
FPSC Institute 2011 — 2013
CFP, Financial Planning and Services
Seneca College of Applied Arts and Technology 2008 — 2008
IFIC, Mutual Fund License
Seneca College of Applied Arts and Technology 2005 — 2008
Business/Marketing
Brebeuf College 1998 — 2003
Surenanthan Tharumakulasingam's Mackenzie Investments Experience January 2014 - February 2015
Job Business Analyst at Investor Economics
Industry Capital Markets
Experience
Investor Economics March 2015 - Present
Mackenzie Investments January 2014 - February 2015
Canadian Centre for Skills Development June 2013 - September 2013
Ryerson University September 2010 - December 2011
Best Buy Canada October 2009 - May 2011
Skills
Finance, Marketing Research, Financial Markets, Corporate Finance, Investment Valuation, Investment Theory, Communication, Project Management, Marketing Effectiveness, Financial Analysis, Marketing Management, Analysis, Market Research, Leadership, Statistics, Customer Service, Teamwork, Data Analysis, Team Leadership, Time Management, Access, Critical Thinking, Training, Microsoft Excel
Education
Ryerson University 2008 — 2012
Bachelor of Commerce (B.Com.), Double Major: Finance and Marketing
Investor Economics March 2015 - Present
Mackenzie Investments January 2014 - February 2015
Canadian Centre for Skills Development June 2013 - September 2013
Ryerson University September 2010 - December 2011
Best Buy Canada October 2009 - May 2011
Skills
Finance, Marketing Research, Financial Markets, Corporate Finance, Investment Valuation, Investment Theory, Communication, Project Management, Marketing Effectiveness, Financial Analysis, Marketing Management, Analysis, Market Research, Leadership, Statistics, Customer Service, Teamwork, Data Analysis, Team Leadership, Time Management, Access, Critical Thinking, Training, Microsoft Excel
Education
Ryerson University 2008 — 2012
Bachelor of Commerce (B.Com.), Double Major: Finance and Marketing
James Cheung James Cheung's Mackenzie Investments Experience November 2007 - August 2008
Job IT Systems Support at Yee Hong Centre For Geriatric Care
Industry Information Technology and Services
Experience
Yee Hong Centre For Geriatric Care May 2014 - Present
Institute for Work & Health March 2012 - Present
Stikeman Elliott LLP August 2011 - December 2011
Stikeman Elliott LLP March 2011 - August 2011
Institute for Work and Health March 2009 - September 2010
Mackenzie Investments November 2007 - August 2008
Stikeman Elliott LLP July 2005 - September 2006
Ministry of Transportation January 2004 - August 2004
Aventis Pasteur January 2003 - April 2003
Skills
Business Analysis, Active Directory, Visio, Windows 7, Citrix, Troubleshooting, VMware, Technical Support, Windows XP, Cisco Technologies, XP, IT Service Management, Help Desk Support
Education
Ryerson University 2008 — 2010
BComm, Business Technology Management - Telecommunications and Infrastructure Management
Seneca College of Applied Arts and Technology 2001 — 2004
Computer Systems Technology Co-op - Datacommunications Specialist
Yee Hong Centre For Geriatric Care May 2014 - Present
Institute for Work & Health March 2012 - Present
Stikeman Elliott LLP August 2011 - December 2011
Stikeman Elliott LLP March 2011 - August 2011
Institute for Work and Health March 2009 - September 2010
Mackenzie Investments November 2007 - August 2008
Stikeman Elliott LLP July 2005 - September 2006
Ministry of Transportation January 2004 - August 2004
Aventis Pasteur January 2003 - April 2003
Skills
Business Analysis, Active Directory, Visio, Windows 7, Citrix, Troubleshooting, VMware, Technical Support, Windows XP, Cisco Technologies, XP, IT Service Management, Help Desk Support
Education
Ryerson University 2008 — 2010
BComm, Business Technology Management - Telecommunications and Infrastructure Management
Seneca College of Applied Arts and Technology 2001 — 2004
Computer Systems Technology Co-op - Datacommunications Specialist
Karim Fazal Karim Fazal's Mackenzie Investments Experience 2003 - 2009
Job Senior Manager at Morneau Shepell
Industry Financial Services
Experience
Morneau Shepell March 2013 - Present
Pelee Design 2011 - 2013
Mackenzie Investments 2003 - 2009
MRS Inc 2000 - 2003
MRS Inc 1997 - 2000
Trimark Investment Magagement Inc 1994 - 1997
Laurentian / Imperial 1993 - 1993
Laurentian / Imperial 1989 - 1993
Skills
Product Development, New Business Development, Customer Service, Leadership, Mutual Funds, Strategic Planning, Business Strategy, Risk Management, Project Management, Business Analysis, Strategy, Operations Management, Analysis, Continuous Improvement, Financial Services, Marketing Communications, Vendor Management, Management Consulting, Call Centers, Program Management, Pension Administration, Change Management, Consulting, Business Development, Business Process..., CRM, Product Management, Team Leadership, Employee Benefits, Process Improvement, Performance Management, Coaching, Cross-functional Team..., Marketing
Education
Sheridan College
Interior Design
Illuminating Engineering Society (IES)
Certificate, Lighting
York University
BAS, Marketing and Finance
Morneau Shepell March 2013 - Present
Pelee Design 2011 - 2013
Mackenzie Investments 2003 - 2009
MRS Inc 2000 - 2003
MRS Inc 1997 - 2000
Trimark Investment Magagement Inc 1994 - 1997
Laurentian / Imperial 1993 - 1993
Laurentian / Imperial 1989 - 1993
Skills
Product Development, New Business Development, Customer Service, Leadership, Mutual Funds, Strategic Planning, Business Strategy, Risk Management, Project Management, Business Analysis, Strategy, Operations Management, Analysis, Continuous Improvement, Financial Services, Marketing Communications, Vendor Management, Management Consulting, Call Centers, Program Management, Pension Administration, Change Management, Consulting, Business Development, Business Process..., CRM, Product Management, Team Leadership, Employee Benefits, Process Improvement, Performance Management, Coaching, Cross-functional Team..., Marketing
Education
Sheridan College
Interior Design
Illuminating Engineering Society (IES)
Certificate, Lighting
York University
BAS, Marketing and Finance
Jonathan Bollhoefer's Mackenzie Investments Experience September 2011 - December 2011
Job Business Development Manager at Arlington Transportation Partners
Industry Transportation/Trucking/Railroad
Experience
Arlington Transportation Partners December 2014 - Present
Community Health Charities March 2012 - December 2014
Mackenzie Investments September 2011 - December 2011
Olive Garden May 2008 - May 2011
GameStop July 2006 - July 2008
Skills
Inventory Management, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research, Event Planning, Strategic Planning, Public Speaking, Social Media, Nonprofits
Education
University of Central Florida 2007 — 2011
Bachelor of Arts (B.A.), Political Science and International Relations
Arlington Transportation Partners December 2014 - Present
Community Health Charities March 2012 - December 2014
Mackenzie Investments September 2011 - December 2011
Olive Garden May 2008 - May 2011
GameStop July 2006 - July 2008
Skills
Inventory Management, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research, Event Planning, Strategic Planning, Public Speaking, Social Media, Nonprofits
Education
University of Central Florida 2007 — 2011
Bachelor of Arts (B.A.), Political Science and International Relations
Neil Pickup MBA CIM's Mackenzie Investments Experience July 2005 - September 2006
Job Senior Manager, National Distribution at B2B Bank
Industry Financial Services
Experience
B2B Bank October 2013 - Present
B2B Bank March 2012 - October 2013
MRS Inc. September 2006 - March 2012
Mackenzie Investments July 2005 - September 2006
MRS Inc. September 2004 - July 2005
Mackenzie Investments and MRS Inc November 2002 - September 2004
Skills
Mutual Funds, Wealth Management
Education
Memorial University of Newfoundland 1998 — 2000
MBA
Memorial University of Newfoundland 1994 — 1998
BSc
Memorial University of Newfoundland 1994 — 1998
BA
B2B Bank October 2013 - Present
B2B Bank March 2012 - October 2013
MRS Inc. September 2006 - March 2012
Mackenzie Investments July 2005 - September 2006
MRS Inc. September 2004 - July 2005
Mackenzie Investments and MRS Inc November 2002 - September 2004
Skills
Mutual Funds, Wealth Management
Education
Memorial University of Newfoundland 1998 — 2000
MBA
Memorial University of Newfoundland 1994 — 1998
BSc
Memorial University of Newfoundland 1994 — 1998
BA
Neil Greisman's Mackenzie Investments Experience September 2011 - November 2012
Job Program/Project Manager, IT Architecture and Solutions | Implementing solutions to increase profits and market share
Industry Financial Services
Experience
Neil Greisman Consulting, Inc. June 2000 - Present
TD Securities December 2014 - May 2015
Apiary Investment Fund December 2012 - October 2014
Mackenzie Investments September 2011 - November 2012
TD Securities March 2010 - July 2011
Independent January 2009 - February 2010
Mackenzie Financial August 2008 - December 2008
Canadian Tire December 2006 - July 2008
International Financial Data Services February 2002 - November 2004
Single Store Solutions January 2000 - December 2001
Skills
Program Management, Strategic Planning, Strategy, Management Consulting, Business Strategy, PMO, IT Strategy, Business Process, Business Process..., Integration, Risk Management, Project Portfolio..., Process Improvement, Project Management, SDLC
Education
University of Waterloo 1980 — 1984
B. Math, Mathematics, Computer Science
Seneca College of Applied Arts and Technology 1978 — 1980
Coursework in Aviation & Flight Technology, Coursework in Computer Programming and Analysis
Neil Greisman Consulting, Inc. June 2000 - Present
TD Securities December 2014 - May 2015
Apiary Investment Fund December 2012 - October 2014
Mackenzie Investments September 2011 - November 2012
TD Securities March 2010 - July 2011
Independent January 2009 - February 2010
Mackenzie Financial August 2008 - December 2008
Canadian Tire December 2006 - July 2008
International Financial Data Services February 2002 - November 2004
Single Store Solutions January 2000 - December 2001
Skills
Program Management, Strategic Planning, Strategy, Management Consulting, Business Strategy, PMO, IT Strategy, Business Process, Business Process..., Integration, Risk Management, Project Portfolio..., Process Improvement, Project Management, SDLC
Education
University of Waterloo 1980 — 1984
B. Math, Mathematics, Computer Science
Seneca College of Applied Arts and Technology 1978 — 1980
Coursework in Aviation & Flight Technology, Coursework in Computer Programming and Analysis
Arlix Lai's Mackenzie Investments Experience January 2011 - June 2011
Job Project Manager at Suncor Energy
Industry Information Technology and Services
Experience
PMI Southern Ontario Chapter 2006 - Present
Suncor Energy December 2011 - August 2014
Mackenzie Investments January 2011 - June 2011
Royal Bank of Canada October 2010 - December 2010
Toronto Police Service January 2009 - December 2009
Hydro One January 2007 - October 2008
TD BANK FINANCIAL GROUP November 2004 - October 2006
TD Bank Financial Group September 1998 - October 2004
Ontario Hydro September 1997 - June 1998
Ontario Ministry of Education January 1998 - May 1998
Skills
ITIL, Change Management, PMP, Software Implementation, E-learning, Learning Management, IT Strategy, SLA, PMI, E-Learning, SDLC, Business Process..., Project Management, PMO, Sla, Project Planning, Outsourcing, ERP, Integration, Management, Strategy, Vendor Management, Software Development, Testing, Leadership, Databases, Training, Resource Management, Enterprise Software, Information Technology, Project Portfolio..., Team Management, Business Process, Project Delivery, Program Management, Requirements Analysis, Governance, Requirements Gathering, Software Project..., IT Management
Education
University of Guelph 1982 — 1987
B.SC.
Other
PMI
PMP
PMI Southern Ontario Chapter 2006 - Present
Suncor Energy December 2011 - August 2014
Mackenzie Investments January 2011 - June 2011
Royal Bank of Canada October 2010 - December 2010
Toronto Police Service January 2009 - December 2009
Hydro One January 2007 - October 2008
TD BANK FINANCIAL GROUP November 2004 - October 2006
TD Bank Financial Group September 1998 - October 2004
Ontario Hydro September 1997 - June 1998
Ontario Ministry of Education January 1998 - May 1998
Skills
ITIL, Change Management, PMP, Software Implementation, E-learning, Learning Management, IT Strategy, SLA, PMI, E-Learning, SDLC, Business Process..., Project Management, PMO, Sla, Project Planning, Outsourcing, ERP, Integration, Management, Strategy, Vendor Management, Software Development, Testing, Leadership, Databases, Training, Resource Management, Enterprise Software, Information Technology, Project Portfolio..., Team Management, Business Process, Project Delivery, Program Management, Requirements Analysis, Governance, Requirements Gathering, Software Project..., IT Management
Education
University of Guelph 1982 — 1987
B.SC.
Other
PMI
PMP
Aaron Pittman's Mackenzie Investments Experience April 2011 - Present
Job
Industry Financial Services
Experience
Mackenzie Investments April 2011 - Present
AGF Management Limited June 2009 - November 2010
AGF Management Limited June 2005 - June 2009
Franklin Templeton Investments December 2002 - June 2005
Skills
Business Strategy, Financial Markets, Asset Allocation, Valuation, Project Management, Financial Modeling, Financial Services, Relationship Management, Risk Management
Education
Memorial University of Newfoundland
Bachelor of Commerce, Finance
Mackenzie Investments April 2011 - Present
AGF Management Limited June 2009 - November 2010
AGF Management Limited June 2005 - June 2009
Franklin Templeton Investments December 2002 - June 2005
Skills
Business Strategy, Financial Markets, Asset Allocation, Valuation, Project Management, Financial Modeling, Financial Services, Relationship Management, Risk Management
Education
Memorial University of Newfoundland
Bachelor of Commerce, Finance
Russell Horbal's Mackenzie Investments Experience January 2001 - Present
Job Senior VicePresident, Sales at Mackenzie Investments
Industry Investment Management
Experience
Mackenzie Investments January 2001 - Present
Skills
Investments, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Investment Strategies, Fixed Income, Bonds, Retirement, Equities, Portfolio Management, Strategic Financial..., Financial Services, Asset Allocation, Asset Management, Risk Management, Asset Managment
Education
McMaster University 1987 — 1990
BA, Economics
Mackenzie Investments January 2001 - Present
Skills
Investments, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Investment Strategies, Fixed Income, Bonds, Retirement, Equities, Portfolio Management, Strategic Financial..., Financial Services, Asset Allocation, Asset Management, Risk Management, Asset Managment
Education
McMaster University 1987 — 1990
BA, Economics
Jonathon Ennis, CFA's Mackenzie Investments Experience July 2014 - Present
Job Senior Investment Analyst at Mackenzie Investments
Industry Investment Management
Experience
Mackenzie Investments July 2014 - Present
Mackenzie Investments January 2013 - June 2014
Mackenzie Investments November 2010 - December 2012
Mackenzie Investments April 2008 - October 2010
Zoom Airlines October 2005 - September 2007
RBC Royal Bank January 2001 - August 2003
Skills
Mutual Funds, Portfolio Management, Investments, Derivatives, Bloomberg, Equity Research, Credit Analysis, Investment Strategies, Hedge Funds, Financial Services, Wealth Management, Finance, Corporate Finance
Education
CFA Institute 2008 — 2012
Chartered Financial Analyst
Canadian Securities Institute 2001 — 2007
Canadian Investment Manager (CIM)
Queen's University 2001 — 2005
BCom, Finance and Marketing
Université catholique de Louvain 2003 — 2004
Exchange, Finance and Marketing
Mackenzie Investments July 2014 - Present
Mackenzie Investments January 2013 - June 2014
Mackenzie Investments November 2010 - December 2012
Mackenzie Investments April 2008 - October 2010
Zoom Airlines October 2005 - September 2007
RBC Royal Bank January 2001 - August 2003
Skills
Mutual Funds, Portfolio Management, Investments, Derivatives, Bloomberg, Equity Research, Credit Analysis, Investment Strategies, Hedge Funds, Financial Services, Wealth Management, Finance, Corporate Finance
Education
CFA Institute 2008 — 2012
Chartered Financial Analyst
Canadian Securities Institute 2001 — 2007
Canadian Investment Manager (CIM)
Queen's University 2001 — 2005
BCom, Finance and Marketing
Université catholique de Louvain 2003 — 2004
Exchange, Finance and Marketing
Darshit Majmudar's Mackenzie Investments Experience January 2011 - Present
Job Software Developer at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments January 2011 - Present
Mackenzie Financial December 2004 - December 2010
Mackenzie Financial 2002 - December 2004
Reliance Industries 1995 - 1999
Skills
Software Documentation, User Acceptance Testing, Talent Acquisition, Business Requirements, Requirements Gathering, Vendor Management, Visio, Business Analysis, Analysis, Software Project..., Systems Analysis
Education
Maharaja Sayajirao University 1987 — 1993
GSFC
Mackenzie Investments January 2011 - Present
Mackenzie Financial December 2004 - December 2010
Mackenzie Financial 2002 - December 2004
Reliance Industries 1995 - 1999
Skills
Software Documentation, User Acceptance Testing, Talent Acquisition, Business Requirements, Requirements Gathering, Vendor Management, Visio, Business Analysis, Analysis, Software Project..., Systems Analysis
Education
Maharaja Sayajirao University 1987 — 1993
GSFC
Rose De Veyra's Mackenzie Investments Experience November 2007 - August 2010
Job Manager, Learning Initiatives at Toronto Region Immigrant Employment Council
Industry Human Resources
Experience
Toronto Region Immigrant Employment Council (TRIEC) September 2011 - Present
Toronto Region Immigrant Employment Council (TRIEC) September 2010 - September 2011
Mackenzie Investments November 2007 - August 2010
Mackenzie Financial October 1999 - October 2007
Skills
Workshop Facilitation, Coaching, Performance Consulting, Cultural Sensitivity, Business Process..., Program Development, Program Evaluation, Instructional Design, Instructional Technology, Learning Management..., Employee Engagement, Development Of Employees, Cultural Diversity, Leadership Development, Performance Management, Change Management, Talent Management, Leadership, Organizational..., Staff Development, Training, Management, Blended Learning, Strategic Planning, Training Delivery, Needs Analysis, Employee Training, Career Development, Organizational Learning, Policy, Learning Management, E-Learning, Diversity & Inclusion, Organizational..., Training Facilitation, ADDIE, Executive Coaching, Adult Education, Management Development, Program Facilitation, Program Management, Job Coaching, Conflict Resolution, Career Counseling, Workforce Planning, Instructor-led Training, Culture Change, Diversity Training, Public Speaking
Education
Ryerson University 2003 — 2007
CHRM
University of Toronto - Ontario Institute for Studies in Education 2001 — 2002
University of the Philippines 1980 — 1984
BA Communication
University of the Philippines 1973 — 1984
Toronto Region Immigrant Employment Council (TRIEC) September 2011 - Present
Toronto Region Immigrant Employment Council (TRIEC) September 2010 - September 2011
Mackenzie Investments November 2007 - August 2010
Mackenzie Financial October 1999 - October 2007
Skills
Workshop Facilitation, Coaching, Performance Consulting, Cultural Sensitivity, Business Process..., Program Development, Program Evaluation, Instructional Design, Instructional Technology, Learning Management..., Employee Engagement, Development Of Employees, Cultural Diversity, Leadership Development, Performance Management, Change Management, Talent Management, Leadership, Organizational..., Staff Development, Training, Management, Blended Learning, Strategic Planning, Training Delivery, Needs Analysis, Employee Training, Career Development, Organizational Learning, Policy, Learning Management, E-Learning, Diversity & Inclusion, Organizational..., Training Facilitation, ADDIE, Executive Coaching, Adult Education, Management Development, Program Facilitation, Program Management, Job Coaching, Conflict Resolution, Career Counseling, Workforce Planning, Instructor-led Training, Culture Change, Diversity Training, Public Speaking
Education
Ryerson University 2003 — 2007
CHRM
University of Toronto - Ontario Institute for Studies in Education 2001 — 2002
University of the Philippines 1980 — 1984
BA Communication
University of the Philippines 1973 — 1984
Darren Hewer's Mackenzie Investments Experience July 2014 - May 2015
Job Web Developer at de Souza Institute
Industry Information Technology and Services
Experience
de Souza Institute May 2015 - Present
Self-Employed Web Designer & Developer January 1999 - Present
Mackenzie Investments July 2014 - May 2015
Blue Ant Media May 2014 - June 2014
Power to Change Ministries June 2006 - July 2011
EDULINX Canada Corporation August 2004 - July 2005
Skills
Social Networking, Blogging, Social Media Marketing, Content Management, Social Media, Philosophy, Wordpress, Google Analytics, Web Analytics, Editing, Online Advertising, SEO, Theology, Web Content, Facebook, Copy Editing, Adobe Creative Suite, Creative Writing, Content Strategy
Education
University of Toronto - Wycliffe College 2012 — 2015
Master of Theology, Theology and Religious Vocations, 3.7
Tyndale University College & Seminary 2005 — 2007
Master of Theoligical Studies, Christian Foundations, 3.7
University of Guelph 1999 — 2003
Bachelor of Arts, Information Systems & Human Behavior
de Souza Institute May 2015 - Present
Self-Employed Web Designer & Developer January 1999 - Present
Mackenzie Investments July 2014 - May 2015
Blue Ant Media May 2014 - June 2014
Power to Change Ministries June 2006 - July 2011
EDULINX Canada Corporation August 2004 - July 2005
Skills
Social Networking, Blogging, Social Media Marketing, Content Management, Social Media, Philosophy, Wordpress, Google Analytics, Web Analytics, Editing, Online Advertising, SEO, Theology, Web Content, Facebook, Copy Editing, Adobe Creative Suite, Creative Writing, Content Strategy
Education
University of Toronto - Wycliffe College 2012 — 2015
Master of Theology, Theology and Religious Vocations, 3.7
Tyndale University College & Seminary 2005 — 2007
Master of Theoligical Studies, Christian Foundations, 3.7
University of Guelph 1999 — 2003
Bachelor of Arts, Information Systems & Human Behavior
Gerry Nazzaro's Mackenzie Investments Experience June 2007 - March 2010
Job Commercial Real Estate Finance Professional
Industry Financial Services
Experience
Home Trust Company December 2014 - Present
Home Trust Company March 2012 - December 2014
Home Trust Company November 2010 - March 2012
Home Trust Company November 2011 - November 2011
Mackenzie Investments June 2007 - March 2010
Skills
Commercial Real Estate, Commercial Lending, Commercial Banking, Construction Finance, Debt Restructuring, Commercial Mortgage..., Financial Analysis, Financial Modeling, Portfolio Management, Account Management, Financial Services, Relationship Management, Retail
Education
Seneca College of Applied Arts and Technology 2010 — 2010
Mortgage Agent Program
York University 2002 — 2007
Hons. B.A., Double Major Economics & Political Science
CFA Institute
CFA Program, Level II Candidate
CICBV (Canadian Institute of Chartered Business Valuators)
CBV Program, Level I Candidate
FMM
Home Trust Company December 2014 - Present
Home Trust Company March 2012 - December 2014
Home Trust Company November 2010 - March 2012
Home Trust Company November 2011 - November 2011
Mackenzie Investments June 2007 - March 2010
Skills
Commercial Real Estate, Commercial Lending, Commercial Banking, Construction Finance, Debt Restructuring, Commercial Mortgage..., Financial Analysis, Financial Modeling, Portfolio Management, Account Management, Financial Services, Relationship Management, Retail
Education
Seneca College of Applied Arts and Technology 2010 — 2010
Mortgage Agent Program
York University 2002 — 2007
Hons. B.A., Double Major Economics & Political Science
CFA Institute
CFA Program, Level II Candidate
CICBV (Canadian Institute of Chartered Business Valuators)
CBV Program, Level I Candidate
FMM
Daniel Carrier's Mackenzie Investments Experience 2007 - 2010
Job Technical Product Owner at Time Warner Cable
Industry Computer Software
Experience
Time Warner Cable December 2014 - Present
Ericsson January 2014 - December 2014
ConceptWave (now part of Ericsson) April 2012 - December 2013
Queensland University of Technology 2011 - 2011
Mackenzie Investments 2007 - 2010
City of Ottawa June 2007 - December 2008
Telus Mobility May 2001 - August 2003
Clearnet Communications 1998 - 1999
Skills
Business Analysis, Software Development, Management, Business Requirements, SDLC, Databases, Business Process, Visio, Integration, Project Management, Telecommunications, Requirements Analysis, Solution Architecture
Education
University of Ottawa / Université d'Ottawa 2002 — 2008
Business and Economics
college francais
college francais
college francais
Time Warner Cable December 2014 - Present
Ericsson January 2014 - December 2014
ConceptWave (now part of Ericsson) April 2012 - December 2013
Queensland University of Technology 2011 - 2011
Mackenzie Investments 2007 - 2010
City of Ottawa June 2007 - December 2008
Telus Mobility May 2001 - August 2003
Clearnet Communications 1998 - 1999
Skills
Business Analysis, Software Development, Management, Business Requirements, SDLC, Databases, Business Process, Visio, Integration, Project Management, Telecommunications, Requirements Analysis, Solution Architecture
Education
University of Ottawa / Université d'Ottawa 2002 — 2008
Business and Economics
college francais
college francais
college francais
Rajeeve Perera's Mackenzie Investments Experience March 2003 - January 2006
Job Lecturer at University of Toronto, School of Continuing Studies
Industry Financial Services
Experience
Foresters March 2010 - Present
University of Toronto, School of Continuing Studies September 2012 - Present
Loblaw Companies June 2007 - February 2010
Grand & Toy August 2006 - May 2007
Grand & Toy February 2006 - July 2006
Mackenzie Investments March 2003 - January 2006
Mackenzie Investments February 2002 - February 2003
Skills
Financial Strategy, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Business Planning, Business Strategy, Capital Budgeting, Risk Management, Forecasting, Budgets, Management, Managerial Finance, Finance, Corporate Finance, Portfolio Management, Business Process..., Financial Planning
Education
Boston University - School of Management 1998 — 2000
MBA, Finance
University of Houston 1987 — 1991
Bachelor of Business Administration (BBA), Management & Finance
Foresters March 2010 - Present
University of Toronto, School of Continuing Studies September 2012 - Present
Loblaw Companies June 2007 - February 2010
Grand & Toy August 2006 - May 2007
Grand & Toy February 2006 - July 2006
Mackenzie Investments March 2003 - January 2006
Mackenzie Investments February 2002 - February 2003
Skills
Financial Strategy, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Business Planning, Business Strategy, Capital Budgeting, Risk Management, Forecasting, Budgets, Management, Managerial Finance, Finance, Corporate Finance, Portfolio Management, Business Process..., Financial Planning
Education
Boston University - School of Management 1998 — 2000
MBA, Finance
University of Houston 1987 — 1991
Bachelor of Business Administration (BBA), Management & Finance
Vince Torresan's Mackenzie Investments Experience April 2004 - December 2004
Job Director, Process Engineering Process Management (CIBC)
Industry Banking
Experience
CIBC March 2013 - Present
CIBC October 2011 - March 2013
CIBC June 2007 - October 2011
CIBC June 2006 - June 2007
CIBC January 2005 - June 2006
Mackenzie Investments April 2004 - December 2004
Mackenzie Investments September 2002 - April 2004
Mackenzie Investments October 1999 - August 2002
Skills
Analysis, Business Analysis, Business Process..., Change Management, Training, Project Planning, Microsoft Excel, Process Improvement, Leadership, PowerPoint, Process Engineering, Strategic Planning, Management, Visio, Six Sigma, Software Documentation, Customer Service, PMP, Lean Manufacturing, Minitab, Coaching, Call Centers, Financial Services, Leadership Development, Requirements Gathering
Education
Ryerson University 2003 — 2004
•Human Resource Management Certificate, Human Resources Management and Services
University of Toronto Mississauga 1991 — 1996
BA, Economics
CIBC March 2013 - Present
CIBC October 2011 - March 2013
CIBC June 2007 - October 2011
CIBC June 2006 - June 2007
CIBC January 2005 - June 2006
Mackenzie Investments April 2004 - December 2004
Mackenzie Investments September 2002 - April 2004
Mackenzie Investments October 1999 - August 2002
Skills
Analysis, Business Analysis, Business Process..., Change Management, Training, Project Planning, Microsoft Excel, Process Improvement, Leadership, PowerPoint, Process Engineering, Strategic Planning, Management, Visio, Six Sigma, Software Documentation, Customer Service, PMP, Lean Manufacturing, Minitab, Coaching, Call Centers, Financial Services, Leadership Development, Requirements Gathering
Education
Ryerson University 2003 — 2004
•Human Resource Management Certificate, Human Resources Management and Services
University of Toronto Mississauga 1991 — 1996
BA, Economics
Sydney Lansdowne's Mackenzie Investments Experience January 2011 - April 2011
Job Internal Wholesaler at Sentry Investments
Industry Financial Services
Experience
Sentry Investments September 2015 - Present
Invesco Canada January 2014 - August 2015
British Columbia Securities Commission April 2011 - January 2014
Mackenzie Investments January 2011 - April 2011
Credential Financial Inc. October 2007 - January 2011
Great Canadian Gaming Corporation April 2003 - August 2007
Education
Vancouver Island University 2002 — 2007
BBA, Finance
Thompson Rivers University 2000 — 2002
Diploma, Hotel/Resort Management
Sentry Investments September 2015 - Present
Invesco Canada January 2014 - August 2015
British Columbia Securities Commission April 2011 - January 2014
Mackenzie Investments January 2011 - April 2011
Credential Financial Inc. October 2007 - January 2011
Great Canadian Gaming Corporation April 2003 - August 2007
Education
Vancouver Island University 2002 — 2007
BBA, Finance
Thompson Rivers University 2000 — 2002
Diploma, Hotel/Resort Management
Leena Al-Hajjar's Mackenzie Investments Experience August 2008 - March 2011
Job Training & Development Specialist | Leadership Development | Corporate Training Manager
Industry Internet
Experience
Glacier Media Inc. October 2014 - Present
Booking.com May 2013 - October 2014
Booking.com March 2011 - May 2013
Mackenzie Investments August 2008 - March 2011
Bank of Montreal June 2007 - August 2008
Skills
Sales, B2B, Training, Account Management, Business Development, Sales Management, Online Marketing, Marketing Strategy, Marketing, Team Leadership, Sales Operations, Cold Calling, Sales Presentations, Coaching, Value Propositions, Online Advertising, E-commerce, Social Media Marketing, Salesforce.com, Relationship Management, Customer Acquisition, Customer Retention, Communication, Negotiation, Key Account Management, Leadership Development
Education
University of Northern British Columbia 2004 — 2008
Bachelor's Degree, Commerce, Marketing
Glacier Media Inc. October 2014 - Present
Booking.com May 2013 - October 2014
Booking.com March 2011 - May 2013
Mackenzie Investments August 2008 - March 2011
Bank of Montreal June 2007 - August 2008
Skills
Sales, B2B, Training, Account Management, Business Development, Sales Management, Online Marketing, Marketing Strategy, Marketing, Team Leadership, Sales Operations, Cold Calling, Sales Presentations, Coaching, Value Propositions, Online Advertising, E-commerce, Social Media Marketing, Salesforce.com, Relationship Management, Customer Acquisition, Customer Retention, Communication, Negotiation, Key Account Management, Leadership Development
Education
University of Northern British Columbia 2004 — 2008
Bachelor's Degree, Commerce, Marketing
Charmaine Haye's Mackenzie Investments Experience 1996 - 2003
Job Human Resources Advisor
Industry Financial Services
Experience
B2B Bank (formerly B2B Trust) - a subsidiary of Laurentian Bank September 2004 - November 2012
Mackenzie Investments 1996 - 2003
Skills
Human Resources, Employee Relations, Compensation and..., Talent Management, Recruiting, Performance Management, Workforce Planning, Talent Acquisition, Employee Engagement, HRIS, Onboarding
Education
The University of Western Ontario
B.A., Business Administration and Management, General
Seneca College of Applied Arts and Technology
Certificate, Human Resources Management
B2B Bank (formerly B2B Trust) - a subsidiary of Laurentian Bank September 2004 - November 2012
Mackenzie Investments 1996 - 2003
Skills
Human Resources, Employee Relations, Compensation and..., Talent Management, Recruiting, Performance Management, Workforce Planning, Talent Acquisition, Employee Engagement, HRIS, Onboarding
Education
The University of Western Ontario
B.A., Business Administration and Management, General
Seneca College of Applied Arts and Technology
Certificate, Human Resources Management
Bob Tam's Mackenzie Investments Experience January 2013 - Present
Job Senior Vice President, Regional Sales Manager at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments January 2013 - Present
Mackenzie Investments 2005 - 2013
MRS Group of Companies 2002 - 2005
Skills
Mutual Funds, Equities, Investments, Banking, Wealth Management, Portfolio Management, Financial Services, Investment Advisory, Asset Management, Sales, Strategic Financial..., Retirement, Estate Planning
Education
Seneca College of Applied Arts and Technology 1993 — 1994
Human Resource Management
The University of Western Ontario 1990 — 1993
Bachelor of Arts (BA), Political Science and Government
Mackenzie Investments January 2013 - Present
Mackenzie Investments 2005 - 2013
MRS Group of Companies 2002 - 2005
Skills
Mutual Funds, Equities, Investments, Banking, Wealth Management, Portfolio Management, Financial Services, Investment Advisory, Asset Management, Sales, Strategic Financial..., Retirement, Estate Planning
Education
Seneca College of Applied Arts and Technology 1993 — 1994
Human Resource Management
The University of Western Ontario 1990 — 1993
Bachelor of Arts (BA), Political Science and Government
Elton Dervishi's Mackenzie Investments Experience October 2002 - June 2005
Job Senior Corporate Law Clerk at Centerra Gold Inc.
Industry Telecommunications
Experience
Centerra Gold Inc. February 2014 - Present
Aastra Technologies November 2006 - February 2014
Yak Communications August 2005 - November 2006
Mackenzie Investments October 2002 - June 2005
Miller Thomson LLP May 2001 - August 2002
Skills
Corporate Law, Securities Law, Corporate Governance, Continuous Disclosure, Contract Management, Corporate Records, Regulatory Filings, Microsoft Office (Word,..., Securities Filings..., Corporate Database..., Legal Research, Corporate Policies, Corporate and..., Licensing and..., Corporate Transactions, Inter-company Loans and..., Commercial Insurance, Project Management, Large Documents..., Preparation of Minutes..., Securities Regulation, Microsoft Office, Securities, Mergers & Acquisitions, Policy, Legal Advice, Licensing, Risk Management, Litigation, Strategy, Management
Education
Seneca College of Applied Arts and Technology 2000 — 2001
Law Clerk, Law clerk
Universiteti i Tiranës 1994 — 1998
Law, Law
High School 1990 — 1994
High School Diploma
Centerra Gold Inc. February 2014 - Present
Aastra Technologies November 2006 - February 2014
Yak Communications August 2005 - November 2006
Mackenzie Investments October 2002 - June 2005
Miller Thomson LLP May 2001 - August 2002
Skills
Corporate Law, Securities Law, Corporate Governance, Continuous Disclosure, Contract Management, Corporate Records, Regulatory Filings, Microsoft Office (Word,..., Securities Filings..., Corporate Database..., Legal Research, Corporate Policies, Corporate and..., Licensing and..., Corporate Transactions, Inter-company Loans and..., Commercial Insurance, Project Management, Large Documents..., Preparation of Minutes..., Securities Regulation, Microsoft Office, Securities, Mergers & Acquisitions, Policy, Legal Advice, Licensing, Risk Management, Litigation, Strategy, Management
Education
Seneca College of Applied Arts and Technology 2000 — 2001
Law Clerk, Law clerk
Universiteti i Tiranës 1994 — 1998
Law, Law
High School 1990 — 1994
High School Diploma
Malaika Gonzalez's Mackenzie Investments Experience 1999 - 2002
Job Administration Coordinator at Manulife Financial
Industry Insurance
Experience
Manulife Financial October 2007 - Present
Panatics Steelband Network 2006 - Present
Mackenzie Investments 1999 - 2002
Education
Seneca College of Applied Arts and Technology 1995 — 1998
Computer Engineering Technology
Manulife Financial October 2007 - Present
Panatics Steelband Network 2006 - Present
Mackenzie Investments 1999 - 2002
Education
Seneca College of Applied Arts and Technology 1995 — 1998
Computer Engineering Technology
Ian Collins MBA, P. Eng., FCSI's Mackenzie Investments Experience July 2000 - September 2009
Job Vice President of Business Development
Industry Investment Management
Experience
PenderFund Capital Management January 2015 - Present
PenderFund Capital Management May 2011 - December 2014
Scotia Asset Management L.P> October 2009 - May 2011
Mackenzie Investments July 2000 - September 2009
Franklin Templeton Investments December 1993 - July 2000
Skills
Mutual Funds, Investment Strategies, Strategic Financial..., Asset Managment, Investments, Securities, Retirement Planning, Wealth Management, Investment Advisory, Equities, Portfolio Management, Fixed Income, Financial Advisory
Education
Queen's University 1996 — 1997
MBA, Finance
Queen's University 1986 — 1990
BSc., Civil Engineering
PenderFund Capital Management January 2015 - Present
PenderFund Capital Management May 2011 - December 2014
Scotia Asset Management L.P> October 2009 - May 2011
Mackenzie Investments July 2000 - September 2009
Franklin Templeton Investments December 1993 - July 2000
Skills
Mutual Funds, Investment Strategies, Strategic Financial..., Asset Managment, Investments, Securities, Retirement Planning, Wealth Management, Investment Advisory, Equities, Portfolio Management, Fixed Income, Financial Advisory
Education
Queen's University 1996 — 1997
MBA, Finance
Queen's University 1986 — 1990
BSc., Civil Engineering
Matthew Schnurr's Mackenzie Investments Experience March 2015 - Present
Job Director at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments March 2015 - Present
Mackenzie Investments May 2011 - Present
Mackenzie Financial January 2009 - May 2011
Saxon Funds Management March 2008 - January 2009
Altamira Financial Services November 2006 - March 2008
Fidelity Investment February 2006 - November 2006
Skills
Sales, Customer Service, Investments, Marketing, Outlook, Securities, Strategic Financial..., Microsoft Excel, Finance, Retirement Planning, Mutual Funds, PowerPoint, Microsoft Word, Investment Strategies, Call Centers, Wealth Management, Credit
Education
CFA Charterholder
McMaster University 2000 — 2005
Honours Bachelor of Arts, Economics and Classical History
Mackenzie Investments March 2015 - Present
Mackenzie Investments May 2011 - Present
Mackenzie Financial January 2009 - May 2011
Saxon Funds Management March 2008 - January 2009
Altamira Financial Services November 2006 - March 2008
Fidelity Investment February 2006 - November 2006
Skills
Sales, Customer Service, Investments, Marketing, Outlook, Securities, Strategic Financial..., Microsoft Excel, Finance, Retirement Planning, Mutual Funds, PowerPoint, Microsoft Word, Investment Strategies, Call Centers, Wealth Management, Credit
Education
CFA Charterholder
McMaster University 2000 — 2005
Honours Bachelor of Arts, Economics and Classical History
Ahmed Saeed's Mackenzie Investments Experience May 2014 - Present
Job Portfolio Valuation and Accounting System Tester at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments May 2014 - Present
Mackenzie Investments April 2013 - April 2014
Mackenzie Financial November 2009 - March 2013
Franklin Templeton Investments 2009 - 2009
Skills
Fund Accounting, Financial Reporting, Bloomberg, Financial Analysis, Mutual Funds, Accounting, IFRS, Account Reconciliation, Hedge Funds, Financial Accounting, Variance Analysis, Valuation, Financial Statements, Corporate Finance, Financial Modeling
Education
Ryerson University 2003 — 2007
Bachelor's Degree, Accounting and Finance
Mackenzie Investments May 2014 - Present
Mackenzie Investments April 2013 - April 2014
Mackenzie Financial November 2009 - March 2013
Franklin Templeton Investments 2009 - 2009
Skills
Fund Accounting, Financial Reporting, Bloomberg, Financial Analysis, Mutual Funds, Accounting, IFRS, Account Reconciliation, Hedge Funds, Financial Accounting, Variance Analysis, Valuation, Financial Statements, Corporate Finance, Financial Modeling
Education
Ryerson University 2003 — 2007
Bachelor's Degree, Accounting and Finance
Gisele Richard's Mackenzie Investments Experience December 2011 - Present
Job Project Manager (contract) at Mackenzie Investments
Industry Information Technology and Services
Experience
Mackenzie Investments December 2011 - Present
Bank of Montreal April 2011 - December 2011
Mackenzie Financial May 2010 - April 2011
Canadian Tire March 2006 - May 2010
American Express January 1998 - April 2002
Applied Systems (The Agency Manager) January 1989 - January 1992
Skills
Financial Services, Project Management, Project Coordination, SDLC, Project Delivery, Vendor Management, Information Technology, Stakeholder Management, Resource Management, Risk Management, CRM, Process Improvement, Change Management, PMO, PMP, Business Analysis, Business Process..., Strategy, Project Portfolio..., Requirements Analysis, Program Management, Software Project..., Business Requirements
Education
Mount Saint Vincent University 1983 — 1987
B.Sc., Health Sciences (Food and Nutrition)
Mackenzie Investments December 2011 - Present
Bank of Montreal April 2011 - December 2011
Mackenzie Financial May 2010 - April 2011
Canadian Tire March 2006 - May 2010
American Express January 1998 - April 2002
Applied Systems (The Agency Manager) January 1989 - January 1992
Skills
Financial Services, Project Management, Project Coordination, SDLC, Project Delivery, Vendor Management, Information Technology, Stakeholder Management, Resource Management, Risk Management, CRM, Process Improvement, Change Management, PMO, PMP, Business Analysis, Business Process..., Strategy, Project Portfolio..., Requirements Analysis, Program Management, Software Project..., Business Requirements
Education
Mount Saint Vincent University 1983 — 1987
B.Sc., Health Sciences (Food and Nutrition)
Rebecca Reznick's Mackenzie Investments Experience January 2000 - June 2008
Job Human Resources Advisor at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. June 2008 - Present
Raymond James Ltd. June 2008 - Present
Pardy & Associates June 2010 - Present
University of Calgary December 2011 - July 2012
Mackenzie Investments January 2000 - June 2008
Skills
Microsoft Office, Articulate Studio, Adobe eLearning Suite, Blackboard, Learning Management..., WebEx, E-Learning, Curriculum Design, Training Facilitation, Public Speaking, Presentations, Qualitative Research, Customer Service
Education
The University of Calgary 2010 — 2013
Master of Arts (MA), Workplace and Adult Learning
University College of the Fraser Valley 2008 — 2010
Bachelor's degree, Adult Education and Communications
yale secondary
Raymond James Ltd. June 2008 - Present
Raymond James Ltd. June 2008 - Present
Pardy & Associates June 2010 - Present
University of Calgary December 2011 - July 2012
Mackenzie Investments January 2000 - June 2008
Skills
Microsoft Office, Articulate Studio, Adobe eLearning Suite, Blackboard, Learning Management..., WebEx, E-Learning, Curriculum Design, Training Facilitation, Public Speaking, Presentations, Qualitative Research, Customer Service
Education
The University of Calgary 2010 — 2013
Master of Arts (MA), Workplace and Adult Learning
University College of the Fraser Valley 2008 — 2010
Bachelor's degree, Adult Education and Communications
yale secondary
Mari Provo's Mackenzie Investments Experience November 2000 - December 2012
Job Experienced Executive Assistant
Industry Financial Services
Experience
Mackenzie Investments November 2000 - December 2012
Skills
Outlook, Microsoft Word, Salesforce Training, Microsoft Excel, PowerPoint
Education
Seneca College of Applied Arts and Technology 1989 — 1994
Diploma, International Business Administration
Mackenzie Investments November 2000 - December 2012
Skills
Outlook, Microsoft Word, Salesforce Training, Microsoft Excel, PowerPoint
Education
Seneca College of Applied Arts and Technology 1989 — 1994
Diploma, International Business Administration
Angela Zhao's Mackenzie Investments Experience June 2015 - Present
Job Associate Investment Analyst at Mackenzie Investments
Industry Investment Management
Experience
Mackenzie Investments June 2015 - Present
Limestone Capital April 2012 - December 2014
CIBC World Markets May 2014 - August 2014
BluMont Capital May 2013 - July 2013
Skills
Microsoft Excel, Teamwork, PowerPoint, Microsoft Word, Public Speaking, Leadership, Social Media, Portfolio Management
Education
Queen's University 2011 — 2015
Bachelor of Commerce, Commerce
Tsinghua University 2013 — 2013
Pierre Elliott Trudeau High School 2007 — 2011
Mackenzie Investments June 2015 - Present
Limestone Capital April 2012 - December 2014
CIBC World Markets May 2014 - August 2014
BluMont Capital May 2013 - July 2013
Skills
Microsoft Excel, Teamwork, PowerPoint, Microsoft Word, Public Speaking, Leadership, Social Media, Portfolio Management
Education
Queen's University 2011 — 2015
Bachelor of Commerce, Commerce
Tsinghua University 2013 — 2013
Pierre Elliott Trudeau High School 2007 — 2011
Holly Peck's Mackenzie Investments Experience November 2014 - Present
Job Financial Services | Creative Director
Industry Financial Services
Experience
Mackenzie Investments November 2014 - Present
hinterhaus March 2015 - Present
Canada AEG Education Services Centre Inc. August 2014 - Present
BCIT 2012 - 2013
TestTakers 2010 - 2012
Princeton University 2010 - 2011
Skills
Research, Digital Strategy, Social Media, Editing, Public Speaking, HTML, Business Analysis, CSS, Leadership, Marketing Communications, Account Management, Fundraising, Public Relations, Teaching, Media Relations, Digital Media, Material Culture, Business Strategy, Business Development, Coaching, Connective Media
Education
Princeton University 2008 — 2012
Bachelor of Arts (B.A.), Social-Cultural Anthropology Material and Visual Culture
Mackenzie Investments November 2014 - Present
hinterhaus March 2015 - Present
Canada AEG Education Services Centre Inc. August 2014 - Present
BCIT 2012 - 2013
TestTakers 2010 - 2012
Princeton University 2010 - 2011
Skills
Research, Digital Strategy, Social Media, Editing, Public Speaking, HTML, Business Analysis, CSS, Leadership, Marketing Communications, Account Management, Fundraising, Public Relations, Teaching, Media Relations, Digital Media, Material Culture, Business Strategy, Business Development, Coaching, Connective Media
Education
Princeton University 2008 — 2012
Bachelor of Arts (B.A.), Social-Cultural Anthropology Material and Visual Culture
Yudan Jade Hu's Mackenzie Investments Experience July 2012 - April 2014
Job Client Service Representative at Mackenzie Investments
Industry Marketing and Advertising
Experience
Mackenzie Investments July 2012 - April 2014
Excellence Tutoring Ltd January 2011 - March 2012
Bank of China July 2011 - August 2011
JM VOGUE May 2010 - October 2010
Skills
Teamwork, Microsoft Office, PowerPoint, Time Management, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Research, Social Networking, Facebook, Event Management, Project Management, Leadership, English, Data Analysis
Education
The University of British Columbia 2008 — 2012
Bachelor of Arts (B.A.), A Combined Major in Economics and Statistics
Mackenzie Investments July 2012 - April 2014
Excellence Tutoring Ltd January 2011 - March 2012
Bank of China July 2011 - August 2011
JM VOGUE May 2010 - October 2010
Skills
Teamwork, Microsoft Office, PowerPoint, Time Management, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, Research, Social Networking, Facebook, Event Management, Project Management, Leadership, English, Data Analysis
Education
The University of British Columbia 2008 — 2012
Bachelor of Arts (B.A.), A Combined Major in Economics and Statistics
Anthea Wright's Mackenzie Investments Experience October 2007 - April 2014
Job Business Analyst at International Financial Data Services
Industry Financial Services
Experience
International Financial Data Services August 2014 - Present
Mackenzie Investments October 2007 - April 2014
Mackenzie Investments July 2004 - October 2007
Mackenzie Investments November 2002 - July 2004
Mackenzie Investments October 1997 - November 2002
OPSEU Pension Trust March 1996 - September 1997
Canada Revenue Agency September 1991 - April 1995
Skills
Requirements Gathering, SDLC, Requirements Analysis, Systems Analysis, Business Requirements, Software Documentation, Vendor Management, User Acceptance Testing, Leadership, Software Project..., PMP, DB2, Business Process, Business Intelligence, Functional Requirements, Analysis
Education
Seneca College of Applied Arts and Technology 1989 — 1990
Certificate, Human Resources Management
Trent University 1986 — 1989
Bachelor of Arts (BA), Psychology and Sociology
International Financial Data Services August 2014 - Present
Mackenzie Investments October 2007 - April 2014
Mackenzie Investments July 2004 - October 2007
Mackenzie Investments November 2002 - July 2004
Mackenzie Investments October 1997 - November 2002
OPSEU Pension Trust March 1996 - September 1997
Canada Revenue Agency September 1991 - April 1995
Skills
Requirements Gathering, SDLC, Requirements Analysis, Systems Analysis, Business Requirements, Software Documentation, Vendor Management, User Acceptance Testing, Leadership, Software Project..., PMP, DB2, Business Process, Business Intelligence, Functional Requirements, Analysis
Education
Seneca College of Applied Arts and Technology 1989 — 1990
Certificate, Human Resources Management
Trent University 1986 — 1989
Bachelor of Arts (BA), Psychology and Sociology
Chris Lutes's Mackenzie Investments Experience January 2015 - Present
Job District VP, Sales at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments January 2015 - Present
Mackenzie Investments January 2014 - Present
Mackenzie Investments August 2011 - December 2013
Mackenzie Investments 2007 - 2011
Mackenzie Investments 2006 - 2007
Skills
Mutual Funds, Strategic Financial..., Investments, Wealth Management, Relationship Management, Investment Strategies, Securities, Asset Allocation, Business Development, Financial Planning, Financial Services, Investment Advisory, Retirement, Retirement Planning, Equities, Portfolio Management
Education
LLQP 2010 — 2010
Insurance Licensed
Canadian Securities Course 2001 — 2001
CSC, Securities & Capital Markets
University of Guelph 1995 — 2000
BComm, Marketing Management
Mackenzie Investments January 2015 - Present
Mackenzie Investments January 2014 - Present
Mackenzie Investments August 2011 - December 2013
Mackenzie Investments 2007 - 2011
Mackenzie Investments 2006 - 2007
Skills
Mutual Funds, Strategic Financial..., Investments, Wealth Management, Relationship Management, Investment Strategies, Securities, Asset Allocation, Business Development, Financial Planning, Financial Services, Investment Advisory, Retirement, Retirement Planning, Equities, Portfolio Management
Education
LLQP 2010 — 2010
Insurance Licensed
Canadian Securities Course 2001 — 2001
CSC, Securities & Capital Markets
University of Guelph 1995 — 2000
BComm, Marketing Management
Cindy Chong's Mackenzie Investments Experience August 1997 - June 2011
Job Assistant Director at University of Toronto
Industry Higher Education
Experience
Rotman School of Management June 2011 - Present
Mackenzie Investments August 1997 - June 2011
Education
Ryerson University 1994 — 1998
BBM, Human Resources & Finance
The University of Western Ontario 1991 — 1994
BA, Psychology
Rotman School of Management June 2011 - Present
Mackenzie Investments August 1997 - June 2011
Education
Ryerson University 1994 — 1998
BBM, Human Resources & Finance
The University of Western Ontario 1991 — 1994
BA, Psychology
Barb Powers's Mackenzie Investments Experience 1985 - 1990
Job Financial & Professional Services Executive & Educator
Industry Management Consulting
Experience
NSCC 2010 - Present
Shake-it Communications 2000 - Present
McInnes Cooper 2013 - 2013
CIBC Securities Inc 1998 - 2000
CIBC Wealth Management 1997 - 2000
Midland Walwyn Capital (acquired by Merrill Lynch Investment Management) 1992 - 1997
FIS Financial Planning Firm (sold to Midland Walwyn Capital) 1989 - 1992
Mackenzie Investments 1985 - 1990
MFS (Multiple Financial Services) 1983 - 1985
Skills
Investments, Wealth Management, Asset Management, Mutual Funds, Business Planning, Strategic Planning, Marketing Strategy, New Business Development, Training & Development, Project Portfolio..., CRM software, Sales Management, Time Management, Marketing, Entrepreneurship, Risk Management, Financial Services, Securities, Business Strategy, Leadership, Financial Planning, Portfolio Management
Education
Mount Saint Vincent University 2008 — 2010
Bachelor of Education (B.Ed.), Secondary Education and Teaching, Scholarship Recipient 2009-2010
York University 2005 — 2007
Bachelor of Business Admin (BBA)
York University 1986 — 1991
Bachelor of Business Administration (B.B.A.), Administrative Studies, Marketing
Canadian Securities Institute
Partners, Directors, Officers, Investment Funds Institute, Canadian Securities Course, Ethics/CPH, Compliance and Ethics
Nova Scotia Community College
NSCC 2010 - Present
Shake-it Communications 2000 - Present
McInnes Cooper 2013 - 2013
CIBC Securities Inc 1998 - 2000
CIBC Wealth Management 1997 - 2000
Midland Walwyn Capital (acquired by Merrill Lynch Investment Management) 1992 - 1997
FIS Financial Planning Firm (sold to Midland Walwyn Capital) 1989 - 1992
Mackenzie Investments 1985 - 1990
MFS (Multiple Financial Services) 1983 - 1985
Skills
Investments, Wealth Management, Asset Management, Mutual Funds, Business Planning, Strategic Planning, Marketing Strategy, New Business Development, Training & Development, Project Portfolio..., CRM software, Sales Management, Time Management, Marketing, Entrepreneurship, Risk Management, Financial Services, Securities, Business Strategy, Leadership, Financial Planning, Portfolio Management
Education
Mount Saint Vincent University 2008 — 2010
Bachelor of Education (B.Ed.), Secondary Education and Teaching, Scholarship Recipient 2009-2010
York University 2005 — 2007
Bachelor of Business Admin (BBA)
York University 1986 — 1991
Bachelor of Business Administration (B.B.A.), Administrative Studies, Marketing
Canadian Securities Institute
Partners, Directors, Officers, Investment Funds Institute, Canadian Securities Course, Ethics/CPH, Compliance and Ethics
Nova Scotia Community College
Bardia Baradarani, CIM, CFA's Mackenzie Investments Experience September 2009 - September 2011
Job Manager, Portfolio Solutions at Canaccord Genuity Wealth Management (Canada)
Industry Financial Services
Experience
Canaccord Genuity Wealth Management (Canada) July 2014 - Present
Canaccord Financial April 2013 - Present
Canaccord Financial September 2011 - April 2013
Mackenzie Investments September 2009 - September 2011
Beedie School of Business (formerly Segal) 2009 - 2010
Mosaic Sales Solutions 2007 - 2009
District of West Vancouver April 2007 - September 2007
SFU Faculty of Business Administration 2006 - 2007
Education
CFA Institute 2010 — 2012
Passed Level III Exam (June 2012)
Simon Fraser University 2005 — 2009
Bachelor of Business Administration, Finance Major, Economics Minor
Canadian Securities Institute
WVSS
Canaccord Genuity Wealth Management (Canada) July 2014 - Present
Canaccord Financial April 2013 - Present
Canaccord Financial September 2011 - April 2013
Mackenzie Investments September 2009 - September 2011
Beedie School of Business (formerly Segal) 2009 - 2010
Mosaic Sales Solutions 2007 - 2009
District of West Vancouver April 2007 - September 2007
SFU Faculty of Business Administration 2006 - 2007
Education
CFA Institute 2010 — 2012
Passed Level III Exam (June 2012)
Simon Fraser University 2005 — 2009
Bachelor of Business Administration, Finance Major, Economics Minor
Canadian Securities Institute
WVSS
Derek Cuff's Mackenzie Investments Experience October 2000 - Present
Job Marketing Services Representative at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments October 2000 - Present
Phillips, Hager & North December 1998 - March 1999
Altamira 1994 - September 1998
Canada Trust Company September 1987 - 1993
Skills
Securities, Mutual Funds, Investments, Wealth Management, Equities, Retirement, Retirement Planning, Financial Services, Series 63, Investment Strategies
Education
Canadian Securities Course 1985 — 1985
Simon Fraser University 1975 — 1977
BA, Economics and Commerce
Mackenzie Investments October 2000 - Present
Phillips, Hager & North December 1998 - March 1999
Altamira 1994 - September 1998
Canada Trust Company September 1987 - 1993
Skills
Securities, Mutual Funds, Investments, Wealth Management, Equities, Retirement, Retirement Planning, Financial Services, Series 63, Investment Strategies
Education
Canadian Securities Course 1985 — 1985
Simon Fraser University 1975 — 1977
BA, Economics and Commerce
Andrei Andrea's Mackenzie Investments Experience April 2015 - Present
Job Bilingual Client Relations Representative at Mackenzie Investments
Industry Hospitality
Experience
Mackenzie Investments April 2015 - Present
Pandora August 2011 - September 2014
Skills
Retail
Education
Université de Montréal
Bachelor's degree, Language Interpretation and Translation, second grade
Mackenzie Investments April 2015 - Present
Pandora August 2011 - September 2014
Skills
Retail
Education
Université de Montréal
Bachelor's degree, Language Interpretation and Translation, second grade
Michelle Rambarran's Mackenzie Investments Experience 2001 - 2010
Job Director, CRM at John Hancock, Manulife
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) July 2011 - Present
John Hancock Life Insurance Company (U.S.A.) December 2010 - June 2011
Mackenzie Investments 2001 - 2010
Mackenzie Investments September 2000 - 2001
CIBC Mellon September 1998 - September 2000
Skills
Program Management, Project Management, Financial Services, Web Project Management, User Interface Design, Vendor Management, Relationship Management, Resource Management, Change Management, Team Leadership, Project Portfolio..., SDLC, PMO, Business Analysis, Business Process...
Education
Ryerson University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Administration and Information Management
Ryerson University
Bachelor of Applied Arts, Computer/Information Technology Administration and Management
John Hancock Life Insurance Company (U.S.A.) July 2011 - Present
John Hancock Life Insurance Company (U.S.A.) December 2010 - June 2011
Mackenzie Investments 2001 - 2010
Mackenzie Investments September 2000 - 2001
CIBC Mellon September 1998 - September 2000
Skills
Program Management, Project Management, Financial Services, Web Project Management, User Interface Design, Vendor Management, Relationship Management, Resource Management, Change Management, Team Leadership, Project Portfolio..., SDLC, PMO, Business Analysis, Business Process...
Education
Ryerson University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Administration and Information Management
Ryerson University
Bachelor of Applied Arts, Computer/Information Technology Administration and Management
David Arpin's Mackenzie Investments Experience 2000 - 2012
Job Portfolio Manager
Industry Investment Management
Experience
Bluewater Investment Management 2012 - Present
Mackenzie Investments 2000 - 2012
Royal & SunAlliance 1998 - 2000
James P. Marshall 1995 - 1998
Education
CFA Institute 1995 — 1998
CFA
Queen's University 1993 — 1994
Master of Arts (M.A.), Economics
Queen's University 1989 — 1993
Bachelor of Arts, Honours (BAH), Economics
Bluewater Investment Management 2012 - Present
Mackenzie Investments 2000 - 2012
Royal & SunAlliance 1998 - 2000
James P. Marshall 1995 - 1998
Education
CFA Institute 1995 — 1998
CFA
Queen's University 1993 — 1994
Master of Arts (M.A.), Economics
Queen's University 1989 — 1993
Bachelor of Arts, Honours (BAH), Economics
Nardish Mac's Mackenzie Investments Experience January 1998 - December 2003
Job Governor's Teacher Network at North Carolina Department of Public Instruction
Industry Primary/Secondary Education
Experience
Charlotte Mecklenburg Schools October 2012 - Present
North Carolina Department of Public Instruction June 2014 - July 2015
Charlotte Mecklenburg Schools August 2009 - December 2010
Toronto District School Board June 2005 - December 2008
Mackenzie Investments January 1998 - December 2003
Skills
Teaching, Coaching, Organization, Team Leadership, Data Analysis, Office Administration, Customer Service, Problem Solving, Microsoft Office, Presentations, Communication, Teamwork, Organization &..., Managerial, Classroom Management, Collaboration, Critical Thinking, Bookkeeping, Tutoring, Leadership
Education
University of North Carolina at Pembroke 2013 — 2013
Academically & Intellectually Gifted Add-on Licensure, Special Education and Teaching, K-12
Medaille College 2004 — 2004
Master of Education (MEd), Elementary Education and Teaching
University of Toronto 1993 — 1997
Bachelor of Arts, Economics & Mathematics
Charlotte Mecklenburg Schools October 2012 - Present
North Carolina Department of Public Instruction June 2014 - July 2015
Charlotte Mecklenburg Schools August 2009 - December 2010
Toronto District School Board June 2005 - December 2008
Mackenzie Investments January 1998 - December 2003
Skills
Teaching, Coaching, Organization, Team Leadership, Data Analysis, Office Administration, Customer Service, Problem Solving, Microsoft Office, Presentations, Communication, Teamwork, Organization &..., Managerial, Classroom Management, Collaboration, Critical Thinking, Bookkeeping, Tutoring, Leadership
Education
University of North Carolina at Pembroke 2013 — 2013
Academically & Intellectually Gifted Add-on Licensure, Special Education and Teaching, K-12
Medaille College 2004 — 2004
Master of Education (MEd), Elementary Education and Teaching
University of Toronto 1993 — 1997
Bachelor of Arts, Economics & Mathematics
Matthew Yuan, MBA's Mackenzie Investments Experience 2000 - 2002
Job Investment and Finance Professional, Senior Trader
Industry Financial Services
Experience
True North Vantage Inc. Orbixa 2014 - Present
National Bank Financial October 2007 - 2013
Swifttrade 2003 - October 2007
The Canadian Depository for Securities Limited (CDS) 2002 - 2002
Mackenzie Investments 2000 - 2002
Skills
Equity Trading, Risk Management, Investment Analysis, Financial Analysis, Organization, Management, Problem Solving, Sensitivity to detail, Mutual Funds, Equities, Business Analysis, Valuation, Investments, Securities
Education
University of Ottawa / Université d'Ottawa
Master of Business Administration (MBA), Finance
True North Vantage Inc. Orbixa 2014 - Present
National Bank Financial October 2007 - 2013
Swifttrade 2003 - October 2007
The Canadian Depository for Securities Limited (CDS) 2002 - 2002
Mackenzie Investments 2000 - 2002
Skills
Equity Trading, Risk Management, Investment Analysis, Financial Analysis, Organization, Management, Problem Solving, Sensitivity to detail, Mutual Funds, Equities, Business Analysis, Valuation, Investments, Securities
Education
University of Ottawa / Université d'Ottawa
Master of Business Administration (MBA), Finance
Darren McKiernan's Mackenzie Investments Experience December 2013 - Present
Job Senior Vice President at Mackenzie Investments
Industry Investment Management
Experience
Mackenzie Investments December 2013 - Present
Invesco Canada August 2009 - September 2013
Burgundy Asset Management May 2003 - July 2009
Skills
Chartered Financial...
Education
University of Manitoba 1991 — 1995
Bachelor of Commerce (B.Com.) Honours, Finance, General, Dean's List
University of Minnesota - Carlson School of Management 1993 — 1994
Mackenzie Investments December 2013 - Present
Invesco Canada August 2009 - September 2013
Burgundy Asset Management May 2003 - July 2009
Skills
Chartered Financial...
Education
University of Manitoba 1991 — 1995
Bachelor of Commerce (B.Com.) Honours, Finance, General, Dean's List
University of Minnesota - Carlson School of Management 1993 — 1994
Ravneet Dhillon's Mackenzie Investments Experience January 2014 - Present
Job Senior Portfolio Analyst at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments January 2014 - Present
Mackenzie Investments October 2011 - December 2013
Skills
Bloomberg, FactSet, Morningstar Direct, Technical Analysis, Quantitative Research, Financial Modeling, Fundamental Analysis, Ratio Analysis, Trading Strategies, Performance Attribution, Eagle PACE, Bloomberg API, Bloomberg PORT, Bloomberg Terminal, Morningstar API
Education
University of Guelph 2005 — 2009
Honours BBA, Finance (with Distinction)
CFA Institute
Passed all three levels of the CFA Program
Canadian Securities Institute
IFSE Institute
Mackenzie Investments January 2014 - Present
Mackenzie Investments October 2011 - December 2013
Skills
Bloomberg, FactSet, Morningstar Direct, Technical Analysis, Quantitative Research, Financial Modeling, Fundamental Analysis, Ratio Analysis, Trading Strategies, Performance Attribution, Eagle PACE, Bloomberg API, Bloomberg PORT, Bloomberg Terminal, Morningstar API
Education
University of Guelph 2005 — 2009
Honours BBA, Finance (with Distinction)
CFA Institute
Passed all three levels of the CFA Program
Canadian Securities Institute
IFSE Institute
Chris Kresic, CFA's Mackenzie Investments Experience December 1997 - June 2010
Job Executive Committee Member at Jarislowsky, Fraser Limited
Industry Investment Management
Experience
Jarislowsky, Fraser Limited 2010 - Present
Mackenzie Investments December 1997 - June 2010
Canada Trust January 1997 - December 1997
General Accident Insurance June 1994 - January 1997
Bank of Canada January 1988 - June 1994
Skills
Fixed Income, Investment Strategies, Investments, Portfolio Management, Asset Management, Financial Analysis, Management
Education
Chartered Financial Analyst 1989 — 1991
CFA
University of Ottawa 1983 — 1987
Bachelor of Commerce (B.Com.), Accounting and Finance, Cum Laude
Jarislowsky, Fraser Limited 2010 - Present
Mackenzie Investments December 1997 - June 2010
Canada Trust January 1997 - December 1997
General Accident Insurance June 1994 - January 1997
Bank of Canada January 1988 - June 1994
Skills
Fixed Income, Investment Strategies, Investments, Portfolio Management, Asset Management, Financial Analysis, Management
Education
Chartered Financial Analyst 1989 — 1991
CFA
University of Ottawa 1983 — 1987
Bachelor of Commerce (B.Com.), Accounting and Finance, Cum Laude
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.