Mackie Research Capital
Industry: Capital market company
DescriptionFounded: 1921 Parent organization: Mackie Research Financial Corporation Subsidiaries: Trimor Capital Corporation,
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Mackie Research Capital Employees
Employee
Years
Job
Industry
Rachel Belliveau Rachel Belliveau's Mackie Research Capital Experience February 2012 - September 2013
Job Selfemployed small scale residential design and development
Industry Real Estate
Experience
Mackie Research Capital February 2012 - September 2013
LBMR May 2010 - December 2011
VIA Rail Canada June 2009 - May 2010
Concordia University August 2008 - January 2009
VIA Rail Canada June 2008 - August 2008
Canadian Freestyle Ski Association 1998 - 2003
Skills
Interpersonal Skill, Customer Service, Interdisciplinary..., Highly resourceful, Equities, Corporate Real Estate, Financial Reporting, Real Estate Financing, Corporate Finance, Bugeting, Procurement, Government Procurement, Increase Productivity, Bilingual English-French, Microsoft Office
Education
John Molson School of Business 2008 — 2010
Bachelor of Commerce (B.Com.), Finance, Graduated with Distinction
University of Alberta 2005 — 2007
Completed 78 credits in Economics, Dean's List
Mackie Research Capital February 2012 - September 2013
LBMR May 2010 - December 2011
VIA Rail Canada June 2009 - May 2010
Concordia University August 2008 - January 2009
VIA Rail Canada June 2008 - August 2008
Canadian Freestyle Ski Association 1998 - 2003
Skills
Interpersonal Skill, Customer Service, Interdisciplinary..., Highly resourceful, Equities, Corporate Real Estate, Financial Reporting, Real Estate Financing, Corporate Finance, Bugeting, Procurement, Government Procurement, Increase Productivity, Bilingual English-French, Microsoft Office
Education
John Molson School of Business 2008 — 2010
Bachelor of Commerce (B.Com.), Finance, Graduated with Distinction
University of Alberta 2005 — 2007
Completed 78 credits in Economics, Dean's List
Aubrey Wong, MBA Aubrey Wong, MBA's Mackie Research Capital Experience 2009 - 2010
Job MBA Intern at the Mayor's Office
Industry Internet
Experience
The Office of the Mayor Eric Garcetti August 2014 - October 2014
Bach Investments, Pinnacle Capital 2010 - 2013
Mackie Research Capital 2009 - 2010
KPMG 2007 - 2009
Skills
Financial Modeling, Valuation, Investments, Due Diligence, Equities, Equity Research, Financial Analysis, Investment Banking, Bloomberg, Corporate Finance, M&A experience, Private Equity, Business Valuation, Investor Relations
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Finance and Global Management
Basis of Mining
Dalhousie University
Bachelor of Commerce (B.Com.), Accounting
The Office of the Mayor Eric Garcetti August 2014 - October 2014
Bach Investments, Pinnacle Capital 2010 - 2013
Mackie Research Capital 2009 - 2010
KPMG 2007 - 2009
Skills
Financial Modeling, Valuation, Investments, Due Diligence, Equities, Equity Research, Financial Analysis, Investment Banking, Bloomberg, Corporate Finance, M&A experience, Private Equity, Business Valuation, Investor Relations
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Finance and Global Management
Basis of Mining
Dalhousie University
Bachelor of Commerce (B.Com.), Accounting
Ritch Wigham Ritch Wigham's Mackie Research Capital Experience September 2001 - October 2013
Job Investment Advisor at Global Securities Corporation
Industry Financial Services
Experience
Global Securities Corporation November 2013 - Present
Mackie Research Capital September 2001 - October 2013
Skills
Investments, Equities, Investment Strategies, Securities, Alternative Investments, Investment Banking, Capital Markets, IPO, Venture Capital, Equity Research, Private Placements, Trading, Mining, Valuation, Due Diligence, Investment Advisory, Mergers, Options, Financial Analysis, Stocks, Fixed Income, Derivatives, Technical Analysis, Market Research, Financial Advisory
Education
University of Saskatchewan
Global Securities Corporation November 2013 - Present
Mackie Research Capital September 2001 - October 2013
Skills
Investments, Equities, Investment Strategies, Securities, Alternative Investments, Investment Banking, Capital Markets, IPO, Venture Capital, Equity Research, Private Placements, Trading, Mining, Valuation, Due Diligence, Investment Advisory, Mergers, Options, Financial Analysis, Stocks, Fixed Income, Derivatives, Technical Analysis, Market Research, Financial Advisory
Education
University of Saskatchewan
Joseph Debus Joseph Debus's Mackie Research Capital Experience March 2013 - Present
Job Portfolio Manager & Investment Advisor at Mackie Research Capital
Industry Financial Services
Experience
Mackie Research Capital March 2013 - Present
Macquarie Private Wealth 2006 - 2013
Skills
Certified Investment..., Associate Portfolio..., Fellow of the Canadian..., Options Licensed, Retirement Planning, Insurance, Wealth Management, Mutual Funds
Education
Brock University
Honours Business Economics
Mackie Research Capital March 2013 - Present
Macquarie Private Wealth 2006 - 2013
Skills
Certified Investment..., Associate Portfolio..., Fellow of the Canadian..., Options Licensed, Retirement Planning, Insurance, Wealth Management, Mutual Funds
Education
Brock University
Honours Business Economics
Michael Castanho Michael Castanho's Mackie Research Capital Experience August 2013 - Present
Job Investment Advisor | Mackie Research Capital
Industry Financial Services
Experience
Mackie Research Capital August 2013 - Present
Canaccord Genuity Inc. February 2009 - August 2013
Blackmont Capital 2005 - 2009
Skills
Equities, Investments, Securities, Investment Advisory, Investment Strategies, Private Placements, Capital Markets, Equity Research, Trading, Mutual Funds, Venture Capital, IPO, Wealth Management, Fixed Income, FINRA, Stock Trading, Series 63
Education
British Columbia Institute of Technology 2002 — 2004
Finance, Financial Management
Mackie Research Capital August 2013 - Present
Canaccord Genuity Inc. February 2009 - August 2013
Blackmont Capital 2005 - 2009
Skills
Equities, Investments, Securities, Investment Advisory, Investment Strategies, Private Placements, Capital Markets, Equity Research, Trading, Mutual Funds, Venture Capital, IPO, Wealth Management, Fixed Income, FINRA, Stock Trading, Series 63
Education
British Columbia Institute of Technology 2002 — 2004
Finance, Financial Management
Shirley Hutchinson Shirley Hutchinson's Mackie Research Capital Experience April 2004 - August 2007
Job Experienced Client Relations Support,Financial Service administrator and Business Solutions Professional
Industry Financial Services
Experience
International Financial Data Services October 2007 - January 2014
Mackie Research Capital April 2004 - August 2007
Dundee Securities Corporation April 2002 - October 2003
HSBC Securities Canada Inc April 1999 - November 2001
Skills
Microsoft Office, Windows, Outlook, Client Service and..., Mutual Funds and..., Staff Training and..., Administrative support, Research and Analysis, Communication Skills, Team Building and..., Problem Solving, Microsoft Excel, Lotus Notes, Project Management, Event Planning, Microsoft Word, Training, Salespage, Magic, Financial Services, Mutual Funds
Education
Seneca College of Applied Arts and Technology 2004 — 2004
Mortgage Broker's Certification
George Brown College Continuing Education
Certificate, General Accounting
Herzing Institutes
Diploma, Computer Programming and Business Analysis
International Financial Data Services October 2007 - January 2014
Mackie Research Capital April 2004 - August 2007
Dundee Securities Corporation April 2002 - October 2003
HSBC Securities Canada Inc April 1999 - November 2001
Skills
Microsoft Office, Windows, Outlook, Client Service and..., Mutual Funds and..., Staff Training and..., Administrative support, Research and Analysis, Communication Skills, Team Building and..., Problem Solving, Microsoft Excel, Lotus Notes, Project Management, Event Planning, Microsoft Word, Training, Salespage, Magic, Financial Services, Mutual Funds
Education
Seneca College of Applied Arts and Technology 2004 — 2004
Mortgage Broker's Certification
George Brown College Continuing Education
Certificate, General Accounting
Herzing Institutes
Diploma, Computer Programming and Business Analysis
Blaine Parks Blaine Parks's Mackie Research Capital Experience November 2007 - January 2015
Job Senior Investment Advisor at Wolverton Securities
Industry Financial Services
Experience
Wolverton Securities January 2015 - Present
Mackie Research Capital November 2007 - January 2015
Wolverton Securities February 2003 - November 2007
Pacific International Securities February 2000 - February 2003
McDermid St. Lawrence April 1991 - February 2000
Merrill Lynch October 1985 - April 1991
McDermid Miller McDermid October 1980 - October 1985
Skills
Investments, Wealth Management, Equities, Investment Advisory, Portfolio Management, Mutual Funds, Securities, Finance, Options, Financial Advisory, ETFs, Bonds, Trading, Due Diligence
Education
Canadian Securities Institute
Partners, Directors and Senior Officers Course
Canadian Securities Institute
Effective Management Seminar
Canadian Securities Institute
Options Supervisor's Course
Canadian Securities Institute
Branch Manager's Examination Course
Canadian Securities Institute
Canadian Futures Exam (Parts 1 and 2)
Canadian Securities Institute
Canadian Options Course
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
Examination based on Manual for Registered Representatives (RR Exam)
University of Calgary 1976 — 1980
Bachelor of Commerce (B.Com.), Finance
Wolverton Securities January 2015 - Present
Mackie Research Capital November 2007 - January 2015
Wolverton Securities February 2003 - November 2007
Pacific International Securities February 2000 - February 2003
McDermid St. Lawrence April 1991 - February 2000
Merrill Lynch October 1985 - April 1991
McDermid Miller McDermid October 1980 - October 1985
Skills
Investments, Wealth Management, Equities, Investment Advisory, Portfolio Management, Mutual Funds, Securities, Finance, Options, Financial Advisory, ETFs, Bonds, Trading, Due Diligence
Education
Canadian Securities Institute
Partners, Directors and Senior Officers Course
Canadian Securities Institute
Effective Management Seminar
Canadian Securities Institute
Options Supervisor's Course
Canadian Securities Institute
Branch Manager's Examination Course
Canadian Securities Institute
Canadian Futures Exam (Parts 1 and 2)
Canadian Securities Institute
Canadian Options Course
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
Examination based on Manual for Registered Representatives (RR Exam)
University of Calgary 1976 — 1980
Bachelor of Commerce (B.Com.), Finance
Cruz Daniel Cruz Daniel's Mackie Research Capital Experience November 2012 - Present
Job Senior Investment Advisor @ Mackie Research Capital Corp.
Industry Financial Services
Experience
Mackie Research Capital November 2012 - Present
Canaccord Genuity Inc. 2005 - June 2012
Skills
Investments, Capital Markets, IPO, Corporate Finance, Venture Capital, Investment Banking, Private Equity, Financial Modeling, Valuation, Equities, Mergers & Acquisitions, Due Diligence, Financial Analysis, Corporate Development, Securities, Wealth Management, Asset Management, Investor Relations, Portfolio Management, Equity Research
Education
University of Arizona
Mackie Research Capital November 2012 - Present
Canaccord Genuity Inc. 2005 - June 2012
Skills
Investments, Capital Markets, IPO, Corporate Finance, Venture Capital, Investment Banking, Private Equity, Financial Modeling, Valuation, Equities, Mergers & Acquisitions, Due Diligence, Financial Analysis, Corporate Development, Securities, Wealth Management, Asset Management, Investor Relations, Portfolio Management, Equity Research
Education
University of Arizona
Wayne D'Sylva, CFA Wayne D'Sylva, CFA's Mackie Research Capital Experience January 2013 - Present
Job Investment Advisor at Mackie Research Capital
Industry Financial Services
Experience
Mackie Research Capital January 2013 - Present
Global Maxfin Capital Inc. March 2007 - December 2012
Graydon Elliot Capital Corporation November 2003 - March 2007
Georgia Pacific Securities Corporation August 1999 - November 2003
Skills
Equities, Derivatives, Finance, Financial Modeling, Corporate Finance, Mutual Funds, Capital Markets, Investment Advisory, Investments, Portfolio Management, Private Equity, Securities, Trading, Wealth Management, Due Diligence
Education
CFA Insitute 2011 — 2013
CFA Charterholder, Accounting and Finance
The University of British Columbia / UBC 1995 — 1999
Bachelor of Commerce (BCom), Accounting and Finance
Mackie Research Capital January 2013 - Present
Global Maxfin Capital Inc. March 2007 - December 2012
Graydon Elliot Capital Corporation November 2003 - March 2007
Georgia Pacific Securities Corporation August 1999 - November 2003
Skills
Equities, Derivatives, Finance, Financial Modeling, Corporate Finance, Mutual Funds, Capital Markets, Investment Advisory, Investments, Portfolio Management, Private Equity, Securities, Trading, Wealth Management, Due Diligence
Education
CFA Insitute 2011 — 2013
CFA Charterholder, Accounting and Finance
The University of British Columbia / UBC 1995 — 1999
Bachelor of Commerce (BCom), Accounting and Finance
Alina Oprea's Mackie Research Capital Experience June 2009 - April 2011
Job Investment Representative at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns April 2011 - Present
Mackie Research Capital June 2009 - April 2011
Skills
Investments
Education
The University of Calgary 2003 — 2008
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
CFA Institute
2013 Level III Candidate in the CFA Program
BMO Nesbitt Burns April 2011 - Present
Mackie Research Capital June 2009 - April 2011
Skills
Investments
Education
The University of Calgary 2003 — 2008
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
CFA Institute
2013 Level III Candidate in the CFA Program
Kristen Shimoon Kristen Shimoon's Mackie Research Capital Experience December 2014 - Present
Job Investment Advisor at Mackie Research
Industry Capital Markets
Experience
Mackie Research Capital December 2014 - Present
Jennings Capital August 2009 - December 2014
JF Mackie May 2006 - July 2009
Skills
Investments, Portfolio Management, Wealth Management, Equities, Securities, Capital Markets, Bonds, Trading, Equity Trading, Investment Advisory, Fixed Income, Alternative Investments, Equity Research
Education
The University of Calgary 2002 — 2006
Bachelor of Arts, Linguistics
Canadian Securities Institute
Wealth Management Essentials
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
Conduct and Practices
Mackie Research Capital December 2014 - Present
Jennings Capital August 2009 - December 2014
JF Mackie May 2006 - July 2009
Skills
Investments, Portfolio Management, Wealth Management, Equities, Securities, Capital Markets, Bonds, Trading, Equity Trading, Investment Advisory, Fixed Income, Alternative Investments, Equity Research
Education
The University of Calgary 2002 — 2006
Bachelor of Arts, Linguistics
Canadian Securities Institute
Wealth Management Essentials
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
Conduct and Practices
Denise Chiriboga Denise Chiriboga's Mackie Research Capital Experience November 2014 - Present
Job Sales & Trading Associate at Mackie Research Capital / Health & Fitness Consultant
Industry Financial Services
Experience
Mackie Research Capital November 2014 - Present
Jennings Capital Inc. June 2010 - November 2014
Jennings Capital Inc June 2010 - May 2012
Thomas Weisel Partners May 2007 - May 2010
Scotia McLeod Direct Investing 2003 - 2007
Skills
Project Management, Financial Markets, Office Administration, Nutritional Counseling, Fitness Consulting, Analysis
Education
Canadian School of Natural Nutrition 2014 — 2015
Diploma, Holistic Nutrition
Ryerson University 2004 — 2006
Bachelor of Commerce (B.Comm), Finance
Seneca College of Applied Arts and Technology 2000 — 2003
Financial Planning Diploma, Finance and Financial Management Services
Canadian Securities Institute 2008 — 2008
Investment Advisor Training Program
Mackie Research Capital November 2014 - Present
Jennings Capital Inc. June 2010 - November 2014
Jennings Capital Inc June 2010 - May 2012
Thomas Weisel Partners May 2007 - May 2010
Scotia McLeod Direct Investing 2003 - 2007
Skills
Project Management, Financial Markets, Office Administration, Nutritional Counseling, Fitness Consulting, Analysis
Education
Canadian School of Natural Nutrition 2014 — 2015
Diploma, Holistic Nutrition
Ryerson University 2004 — 2006
Bachelor of Commerce (B.Comm), Finance
Seneca College of Applied Arts and Technology 2000 — 2003
Financial Planning Diploma, Finance and Financial Management Services
Canadian Securities Institute 2008 — 2008
Investment Advisor Training Program
Matthew O'Keefe Matthew O'Keefe's Mackie Research Capital Experience August 2011 - March 2014
Job Vice President, Senior Analyst at Dundee Capital Markets
Industry Capital Markets
Experience
Dundee Capital Markets March 2014 - Present
Mackie Research Capital August 2011 - March 2014
Cormark Securities August 2009 - April 2011
Thomas Weisel Partners January 2008 - February 2009
Westwind Partners August 2003 - January 2008
GMP Securities July 2002 - August 2003
Winspear Diamonds 1998 - 1999
Diavik Diamond Mines Inc. 1996 - 1997
Skills
Mining, Equities, Investments, Base Metals, Gold, Equity Research, Mineral Exploration, Geology, Financial Modeling, Equity Valuation, Valuation, Portfolio Management, Capital Markets, Due Diligence, Financial Analysis, Corporate Finance, Diamonds, Investment Banking, Silver, Palladium, Technology Metals, Sales, Platinum, Consulting, Business Development, Bloomberg, Public Speaking, Economic Geology, Metals, Precious Metals, Corporate Development, Coal, IPO, Mergers & Acquisitions
Education
The University of Western Ontario - Richard Ivey School of Business 1999 — 2001
Master of Business Administration (MBA)
Queen's University 1993 — 1996
Master of Science (MSc), Geology
University of Toronto 1989 — 1993
Bachelor of Science (BSc) with distinction, Geology
Dundee Capital Markets March 2014 - Present
Mackie Research Capital August 2011 - March 2014
Cormark Securities August 2009 - April 2011
Thomas Weisel Partners January 2008 - February 2009
Westwind Partners August 2003 - January 2008
GMP Securities July 2002 - August 2003
Winspear Diamonds 1998 - 1999
Diavik Diamond Mines Inc. 1996 - 1997
Skills
Mining, Equities, Investments, Base Metals, Gold, Equity Research, Mineral Exploration, Geology, Financial Modeling, Equity Valuation, Valuation, Portfolio Management, Capital Markets, Due Diligence, Financial Analysis, Corporate Finance, Diamonds, Investment Banking, Silver, Palladium, Technology Metals, Sales, Platinum, Consulting, Business Development, Bloomberg, Public Speaking, Economic Geology, Metals, Precious Metals, Corporate Development, Coal, IPO, Mergers & Acquisitions
Education
The University of Western Ontario - Richard Ivey School of Business 1999 — 2001
Master of Business Administration (MBA)
Queen's University 1993 — 1996
Master of Science (MSc), Geology
University of Toronto 1989 — 1993
Bachelor of Science (BSc) with distinction, Geology
Jamie Jacqueline Nolan Jamie Jacqueline Nolan's Mackie Research Capital Experience January 1998 - June 2007
Job Art Director at Printbrain Inc.
Industry Printing
Experience
Printbrain Inc. September 2008 - Present
Mackie Research Capital January 1998 - June 2007
Skills
Graphic Design, Web Design, Marketing Communications, Social Media, Advertising, Promotions, Marketing, Online Marketing, Microsoft Office, Marketing Strategy, Social Media Marketing, Corporate Branding, Brand Development, Graphics, Email Marketing, Adobe Creative Suite, InDesign
Education
George Brown College
Graphic Design
Printbrain Inc. September 2008 - Present
Mackie Research Capital January 1998 - June 2007
Skills
Graphic Design, Web Design, Marketing Communications, Social Media, Advertising, Promotions, Marketing, Online Marketing, Microsoft Office, Marketing Strategy, Social Media Marketing, Corporate Branding, Brand Development, Graphics, Email Marketing, Adobe Creative Suite, InDesign
Education
George Brown College
Graphic Design
Bryan Muir's Mackie Research Capital Experience April 2011 - July 2012
Job Luck is where opportunity meets preparation
Industry Sports
Experience
AdvisorStream 2014 - Present
Crystal Capital Partners, LLC March 2013 - Present
Mackie Research Capital April 2011 - July 2012
RBC Dominion Securities The Harbour Group September 2008 - February 2010
Skills
Portfolio Management, Strategic Financial..., Financial Modeling, Alternative Investments, Hedge Funds, Derivatives, Financial Advisory, Asset Allocation, Private Equity, Corporate Finance, Bonds, Entrepreneurship, Fixed Income, Start-ups, Funding, Investment Management, Bloomberg, Marketing, Financial Planning, Equities, Investments, Asset Management, Sales
Education
University of New Hampshire 1992 — 1995
Economics, Economics
University of New Hampshire
Business/Managerial Economics
AdvisorStream 2014 - Present
Crystal Capital Partners, LLC March 2013 - Present
Mackie Research Capital April 2011 - July 2012
RBC Dominion Securities The Harbour Group September 2008 - February 2010
Skills
Portfolio Management, Strategic Financial..., Financial Modeling, Alternative Investments, Hedge Funds, Derivatives, Financial Advisory, Asset Allocation, Private Equity, Corporate Finance, Bonds, Entrepreneurship, Fixed Income, Start-ups, Funding, Investment Management, Bloomberg, Marketing, Financial Planning, Equities, Investments, Asset Management, Sales
Education
University of New Hampshire 1992 — 1995
Economics, Economics
University of New Hampshire
Business/Managerial Economics
Kiran Patankar Kiran Patankar's Mackie Research Capital Experience January 2012 - December 2014
Job President, CEO & Director at Timberline Resources Corp.
Industry Mining & Metals
Experience
Timberline Resources Corp. January 2015 - Present
Alphabet Energy June 2014 - Present
Mackie Research Capital January 2012 - December 2014
Macquarie Group August 2007 - January 2012
Lafarge June 2006 - August 2006
Silvi Group January 2003 - June 2004
MWH September 2001 - April 2002
Stone & Webster August 2000 - August 2001
Skills
Investment Banking, Capital Markets, Financial Modeling, Valuation, Corporate Finance, Venture Capital, Business Development, Equities, Due Diligence, Corporate Development, M&A experience, Investments, Mergers & Acquisitions, Marketing Strategy, Public Companies, Board of Directors, Advisory Boards
Education
Yale University - Yale School of Management 2005 — 2007
MBA, Finance, Strategy
Colorado School of Mines 1996 — 1999
BS, Geological Engineering
Timberline Resources Corp. January 2015 - Present
Alphabet Energy June 2014 - Present
Mackie Research Capital January 2012 - December 2014
Macquarie Group August 2007 - January 2012
Lafarge June 2006 - August 2006
Silvi Group January 2003 - June 2004
MWH September 2001 - April 2002
Stone & Webster August 2000 - August 2001
Skills
Investment Banking, Capital Markets, Financial Modeling, Valuation, Corporate Finance, Venture Capital, Business Development, Equities, Due Diligence, Corporate Development, M&A experience, Investments, Mergers & Acquisitions, Marketing Strategy, Public Companies, Board of Directors, Advisory Boards
Education
Yale University - Yale School of Management 2005 — 2007
MBA, Finance, Strategy
Colorado School of Mines 1996 — 1999
BS, Geological Engineering
Mike Mancego's Mackie Research Capital Experience September 2011 - March 2013
Job Team Lead, Registered Plan at Questrade Financial Group
Industry Financial Services
Experience
Questrade Financial Group July 2015 - Present
Questrade Financial Group March 2013 - July 2015
Mackie Research Capital September 2011 - March 2013
Mackie Research Capital March 2005 - September 2011
TD Waterhouse Discount Brokerage June 2004 - March 2005
TD Waterhouse Discount Brokerage January 2000 - June 2004
Celestica November 1998 - December 1999
Skills
Wealth Management, Investments, Securities
Education
Mapua Institute of Technology 1984 — 1989
BS, Mechanical
Questrade Financial Group July 2015 - Present
Questrade Financial Group March 2013 - July 2015
Mackie Research Capital September 2011 - March 2013
Mackie Research Capital March 2005 - September 2011
TD Waterhouse Discount Brokerage June 2004 - March 2005
TD Waterhouse Discount Brokerage January 2000 - June 2004
Celestica November 1998 - December 1999
Skills
Wealth Management, Investments, Securities
Education
Mapua Institute of Technology 1984 — 1989
BS, Mechanical
Neal Gilmer Neal Gilmer's Mackie Research Capital Experience June 2015 - Present
Job Institutional Equity Sales at Mackie Research Capital
Industry Capital Markets
Experience
Mackie Research Capital June 2015 - Present
Clarus Securities Inc. October 2013 - May 2015
Canaccord Genuity Inc. 2007 - 2013
Electronic Arts January 2004 - August 2007
IBM 1996 - 2004
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Corporate Finance, Equity Research, Equity Valuation, Equity Capital Markets, Management Consulting, Project Management, IT Strategy, Strategic Consulting, Capital Markets, Investments, Equities
Education
Simon Fraser University 2002 — 2003
Master of Business Administration (MBA)
McGill University 1992 — 1996
Bachelor of Commerce (B.Com.), Finance, General
Mackie Research Capital June 2015 - Present
Clarus Securities Inc. October 2013 - May 2015
Canaccord Genuity Inc. 2007 - 2013
Electronic Arts January 2004 - August 2007
IBM 1996 - 2004
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Corporate Finance, Equity Research, Equity Valuation, Equity Capital Markets, Management Consulting, Project Management, IT Strategy, Strategic Consulting, Capital Markets, Investments, Equities
Education
Simon Fraser University 2002 — 2003
Master of Business Administration (MBA)
McGill University 1992 — 1996
Bachelor of Commerce (B.Com.), Finance, General
Paul Bernard, MBA Paul Bernard, MBA's Mackie Research Capital Experience November 2013 - December 2014
Job VicePresident, Investment Banking at Jones, Gable & Company
Industry Capital Markets
Experience
Jones, Gable & Company December 2014 - Present
Mackie Research Capital November 2013 - December 2014
MGI Securities November 2011 - November 2013
Industrial Alliance Securities October 2005 - January 2011
Canaccord Genuity Inc. September 1998 - June 2005
Skills
Capital Markets, Investment Banking, Investments, Equities, Equity Research, Equity Valuation, Valuation, Financial Modeling, Portfolio Management, Securities, Derivatives, Mutual Funds
Education
Concordia University
Master of Business Administration (M.B.A.)
Concordia University
Bachelor of Arts (BA), Economics and Quantitative Economics
Jones, Gable & Company December 2014 - Present
Mackie Research Capital November 2013 - December 2014
MGI Securities November 2011 - November 2013
Industrial Alliance Securities October 2005 - January 2011
Canaccord Genuity Inc. September 1998 - June 2005
Skills
Capital Markets, Investment Banking, Investments, Equities, Equity Research, Equity Valuation, Valuation, Financial Modeling, Portfolio Management, Securities, Derivatives, Mutual Funds
Education
Concordia University
Master of Business Administration (M.B.A.)
Concordia University
Bachelor of Arts (BA), Economics and Quantitative Economics
Jennifer Carnrite Laneuville's Mackie Research Capital Experience September 2005 - March 2008
Job Experienced Sales & Investment Associate
Industry Events Services
Experience
Donvito O'Neill Gagne and Associates September 2015 - Present
JenEvents August 2008 - January 2015
BMO September 2012 - 2015
Quantum Management Services Ltd. February 2010 - December 2010
AGF INVESTMENTS March 2008 - February 2010
Mackie Research Capital September 2005 - March 2008
BMO Financial Group June 1999 - September 2005
Skills
Recruiting, Project Planning, Strategic Planning, Sales, Time Management, Management, Customer Service, Marketing Communications, Marketing Strategy, Business Development, Marketing, Negotiation, Coaching, Account Management, Social Media Marketing, Leadership, Team Leadership, Event Management, Social Media, Project Management, Budgets, Event Planning, Investment Banking, Investments, Microsoft Office
Education
Concordia University 2002 — 2007
BA, Specialization Psychology
Canadian Securities Institute
CSC-CPH-IA
Donvito O'Neill Gagne and Associates September 2015 - Present
JenEvents August 2008 - January 2015
BMO September 2012 - 2015
Quantum Management Services Ltd. February 2010 - December 2010
AGF INVESTMENTS March 2008 - February 2010
Mackie Research Capital September 2005 - March 2008
BMO Financial Group June 1999 - September 2005
Skills
Recruiting, Project Planning, Strategic Planning, Sales, Time Management, Management, Customer Service, Marketing Communications, Marketing Strategy, Business Development, Marketing, Negotiation, Coaching, Account Management, Social Media Marketing, Leadership, Team Leadership, Event Management, Social Media, Project Management, Budgets, Event Planning, Investment Banking, Investments, Microsoft Office
Education
Concordia University 2002 — 2007
BA, Specialization Psychology
Canadian Securities Institute
CSC-CPH-IA
Ashish Lala Ashish Lala's Mackie Research Capital Experience 2007 - 2008
Job Team coordinator
Industry Telecommunications
Experience
Bell Canada November 2009 - Present
Mackie Research Capital 2007 - 2008
JP Morgan Chase 2004 - 2005
Skills
Business Development, Business Strategy, CRM, Capital Markets, Change Management, Customer Experience, Customer Service, Financial Analysis, Investments, Leadership, Marketing, Marketing Strategy, Performance Management, Project Management, Service Delivery, Strategic Planning, Team Leadership, Team Management, Telecommunications, Vendor Management, Call Center, Financial Modeling, Mergers, Management, Banking, Customer Retention, Account Management, Business Process, Business Intelligence, Sales, Teamwork, Relationship Management, Cross-functional Team..., Training, Team Building, Coaching, Analytics, Strategy, Finance, Sales Operations, Call Centers
Education
George Brown College 2006 — 2007
Post Graduate in Marketing Management, Marketing
University of Mumbai 2002 — 2004
Master's Degree, Finance and Financial Management Services
Bell Canada November 2009 - Present
Mackie Research Capital 2007 - 2008
JP Morgan Chase 2004 - 2005
Skills
Business Development, Business Strategy, CRM, Capital Markets, Change Management, Customer Experience, Customer Service, Financial Analysis, Investments, Leadership, Marketing, Marketing Strategy, Performance Management, Project Management, Service Delivery, Strategic Planning, Team Leadership, Team Management, Telecommunications, Vendor Management, Call Center, Financial Modeling, Mergers, Management, Banking, Customer Retention, Account Management, Business Process, Business Intelligence, Sales, Teamwork, Relationship Management, Cross-functional Team..., Training, Team Building, Coaching, Analytics, Strategy, Finance, Sales Operations, Call Centers
Education
George Brown College 2006 — 2007
Post Graduate in Marketing Management, Marketing
University of Mumbai 2002 — 2004
Master's Degree, Finance and Financial Management Services
Atiya Alibhai Atiya Alibhai's Mackie Research Capital Experience May 2014 - Present
Job Investment Representative at Mackie Research Capital
Industry Investment Management
Experience
Mackie Research Capital May 2014 - Present
Mackie Research Capital March 2013 - August 2013
Macquarie Group December 2010 - March 2013
Arbitrage Magazine October 2010 - February 2011
Skills
Marketing Strategy, Investments, Bloomberg, Investment Strategies, Alternative Investments, Social Media, Marketing, Equity Trading, Capital Markets, Wealth Management, Estate Planning, Retirement Planning, Event Planning
Education
Ryerson University 2007 — 2011
Bachelor of Commerce, Marketing
Mackie Research Capital May 2014 - Present
Mackie Research Capital March 2013 - August 2013
Macquarie Group December 2010 - March 2013
Arbitrage Magazine October 2010 - February 2011
Skills
Marketing Strategy, Investments, Bloomberg, Investment Strategies, Alternative Investments, Social Media, Marketing, Equity Trading, Capital Markets, Wealth Management, Estate Planning, Retirement Planning, Event Planning
Education
Ryerson University 2007 — 2011
Bachelor of Commerce, Marketing
Sarah MacNicol Sarah MacNicol's Mackie Research Capital Experience June 2014 - August 2014
Job HBA Candidate 2015 Richard Ivey School of Business
Industry
Experience
Mackie Research Capital June 2014 - August 2014
Beacon Securities Limited May 2014 - June 2014
Summer Water Sports July 2011 - August 2013
IA Clarington Investments May 2012 - July 2012
Skills
Team Leadership, Teamwork, Customer Service, Critical Thinking, Event Planning, Time Management, Research, Sales, Public Speaking, Business, Marketing
Education
Ivey Business School at Western University 2013 — 2015
Candidate for Bachelor of Arts, Honors Business Administration (HBA)
Western University 2011 — 2013
Specialization of Economics
Havergal College 2006 — 2011
Mackie Research Capital June 2014 - August 2014
Beacon Securities Limited May 2014 - June 2014
Summer Water Sports July 2011 - August 2013
IA Clarington Investments May 2012 - July 2012
Skills
Team Leadership, Teamwork, Customer Service, Critical Thinking, Event Planning, Time Management, Research, Sales, Public Speaking, Business, Marketing
Education
Ivey Business School at Western University 2013 — 2015
Candidate for Bachelor of Arts, Honors Business Administration (HBA)
Western University 2011 — 2013
Specialization of Economics
Havergal College 2006 — 2011
Michael Sigalet Michael Sigalet's Mackie Research Capital Experience October 2011 - August 2012
Job Coordinator Transportation and Logistics at Petrogas Energy Corp.
Industry Oil & Energy
Experience
Petrogas Energy Corp. July 2014 - Present
Mackie Research Capital October 2011 - August 2012
Skills
Financial Modeling, Venture Capital, Corporate Finance, Equities, Market Research, Capital Markets, Investments, Private Equity, Mergers & Acquisitions, Equity Research, Start-ups, Business Strategy, Bloomberg, Bonds, Investment Banking, Securities
Education
The University of Calgary 2010 — 2014
Bachelor of Commerce (B.Com.), Finance, General
Petrogas Energy Corp. July 2014 - Present
Mackie Research Capital October 2011 - August 2012
Skills
Financial Modeling, Venture Capital, Corporate Finance, Equities, Market Research, Capital Markets, Investments, Private Equity, Mergers & Acquisitions, Equity Research, Start-ups, Business Strategy, Bloomberg, Bonds, Investment Banking, Securities
Education
The University of Calgary 2010 — 2014
Bachelor of Commerce (B.Com.), Finance, General
Rachel Muhlberger Rachel Muhlberger's Mackie Research Capital Experience 2010 - Present
Job Securities Transfers Administrator at Mackie Research Capital
Industry Financial Services
Experience
Mackie Research Capital 2010 - Present
HSBC Securities 2007 - 2010
BMO Nesbitt Burns 2006 - 2007
Skills
Proficient with MS..., detail-oriented..., team player as well as..., excellent written and..., solid organizational,...
Education
Seneca College of Applied Arts and Technology 2008 — 2008
Mortgage Agent Licensing Course
Devry School of Technology 2001 — 2002
Computer Programming Certificate
St. Louis College 1986 — 1992
Bachelor in Elementary Education
Mackie Research Capital 2010 - Present
HSBC Securities 2007 - 2010
BMO Nesbitt Burns 2006 - 2007
Skills
Proficient with MS..., detail-oriented..., team player as well as..., excellent written and..., solid organizational,...
Education
Seneca College of Applied Arts and Technology 2008 — 2008
Mortgage Agent Licensing Course
Devry School of Technology 2001 — 2002
Computer Programming Certificate
St. Louis College 1986 — 1992
Bachelor in Elementary Education
Frank Fakhry Frank Fakhry's Mackie Research Capital Experience July 2002 - September 2013
Job Investment Advisor at Aston Hill Securities
Industry Financial Services
Experience
Aston Hill Securities September 2013 - Present
Mackie Research Capital July 2002 - September 2013
Scotia Capital January 1995 - July 2002
Skills
Strategic Financial..., Wealth Management, Equities, Investment Strategies, Investments, Capital Markets, Portfolio Management, Options, Valuation, ETFs, Trading, Venture Capital, Investment Management, Financial Services, Alternative Investments, Securities, Mutual Funds, Fixed Income, Investment Advisory, Investment Banking, Bonds, Asset Allocation, Equity Research, Financial Planning
Education
Canadian Securities Institute 1995 — 1995
CFP, Certified Financial Planner
Ryerson University 1990 — 1994
BComm, Business Administration, Marketing
Aston Hill Securities September 2013 - Present
Mackie Research Capital July 2002 - September 2013
Scotia Capital January 1995 - July 2002
Skills
Strategic Financial..., Wealth Management, Equities, Investment Strategies, Investments, Capital Markets, Portfolio Management, Options, Valuation, ETFs, Trading, Venture Capital, Investment Management, Financial Services, Alternative Investments, Securities, Mutual Funds, Fixed Income, Investment Advisory, Investment Banking, Bonds, Asset Allocation, Equity Research, Financial Planning
Education
Canadian Securities Institute 1995 — 1995
CFP, Certified Financial Planner
Ryerson University 1990 — 1994
BComm, Business Administration, Marketing
Abu Salmaan Sheikh Abu Salmaan Sheikh's Mackie Research Capital Experience June 1998 - August 1999
Job People focused enterprise IT Project Management Professional (PMP)
Industry Information Technology and Services
Experience
Home Hardware February 2012 - Present
Shoppers Drug Mart September 2010 - February 2012
RoamEx September 2009 - September 2010
EMC July 2007 - July 2009
Mackenzie Investments January 2006 - July 2007
Mackenzie Investments January 2003 - December 2005
Mackenzie Investments February 2001 - December 2002
NHLPA September 1999 - November 2000
Mackie Research Capital June 1998 - August 1999
ILX Systems July 1996 - June 1998
Skills
PMP, Project Management, Project Portfolio..., IT Management, ITIL, Security, Information Security, CISSP, CISM, CISA, Change Management, Infrastructure, IT Service Management, Disaster Recovery, Supply Chain, Agile Methodologies, IT Strategy, Data Center, Enterprise Architecture, SDLC, Firewalls, Network Security, Management, Vendor Management, IT Operations, Solution Architecture, Integration, Technical Support
Education
Pace University
M.Sc.
Kean University
B.Sc.
Home Hardware February 2012 - Present
Shoppers Drug Mart September 2010 - February 2012
RoamEx September 2009 - September 2010
EMC July 2007 - July 2009
Mackenzie Investments January 2006 - July 2007
Mackenzie Investments January 2003 - December 2005
Mackenzie Investments February 2001 - December 2002
NHLPA September 1999 - November 2000
Mackie Research Capital June 1998 - August 1999
ILX Systems July 1996 - June 1998
Skills
PMP, Project Management, Project Portfolio..., IT Management, ITIL, Security, Information Security, CISSP, CISM, CISA, Change Management, Infrastructure, IT Service Management, Disaster Recovery, Supply Chain, Agile Methodologies, IT Strategy, Data Center, Enterprise Architecture, SDLC, Firewalls, Network Security, Management, Vendor Management, IT Operations, Solution Architecture, Integration, Technical Support
Education
Pace University
M.Sc.
Kean University
B.Sc.
Diana Blake's Mackie Research Capital Experience October 2007 - June 2013
Job Investment Advisor with Dundee Goodman Private Wealth
Industry Financial Services
Experience
Dundee Goodman Private Weatlth March 2014 - Present
Macquarie Group July 2013 - March 2014
Mackie Research Capital October 2007 - June 2013
Wolverton Securities December 1997 - September 2007
McDermid St. Lawrence 1993 - 1997
Skills
Securities, Investments, Equities, Capital Markets, IPO, Venture Capital, Alternative Investments, Hedge Funds, Mergers & Acquisitions, Trading, Private Equity, Corporate Finance, Investor Relations, Equity Research, Asset Management, Bonds, Entrepreneurship, Financial Services, Due Diligence, Portfolio Management
Education
The University of Calgary 1989 — 1993
Political Science
Dundee Goodman Private Weatlth March 2014 - Present
Macquarie Group July 2013 - March 2014
Mackie Research Capital October 2007 - June 2013
Wolverton Securities December 1997 - September 2007
McDermid St. Lawrence 1993 - 1997
Skills
Securities, Investments, Equities, Capital Markets, IPO, Venture Capital, Alternative Investments, Hedge Funds, Mergers & Acquisitions, Trading, Private Equity, Corporate Finance, Investor Relations, Equity Research, Asset Management, Bonds, Entrepreneurship, Financial Services, Due Diligence, Portfolio Management
Education
The University of Calgary 1989 — 1993
Political Science
David Moretti, CPA, CA David Moretti, CPA, CA's Mackie Research Capital Experience June 2008 - May 2010
Job Supervisor at Matson Driscoll & Damico Ltd.
Industry Accounting
Experience
Matson Driscoll & Damico Ltd. March 2012 - Present
RBC Global Asset Management May 2010 - March 2012
Mackie Research Capital June 2008 - May 2010
Education
Ryerson University 2005 — 2010
BCOMM, Accounting
Matson Driscoll & Damico Ltd. March 2012 - Present
RBC Global Asset Management May 2010 - March 2012
Mackie Research Capital June 2008 - May 2010
Education
Ryerson University 2005 — 2010
BCOMM, Accounting
Benjamin Lewandowski's Mackie Research Capital Experience April 2015 - Present
Job Investment Advisor at Mackie Research Capital
Industry Financial Services
Experience
Mackie Research Capital April 2015 - Present
Skills
Investments, Retirement Planning, Strategic Financial..., Retirement, Life Insurance, Disability Insurance, Wealth Management, Estate Planning, Personal Tax Planning, Corporate Tax Planning, Asset Management, Investment Advisory, Investment Strategies, Financial Planning, Insurance, Financial Advisory, Mutual Funds, Mortgage Lending
Education
Mount Royal University
Applied Finance
The University of Calgary
Real Estate Development
Mackie Research Capital April 2015 - Present
Skills
Investments, Retirement Planning, Strategic Financial..., Retirement, Life Insurance, Disability Insurance, Wealth Management, Estate Planning, Personal Tax Planning, Corporate Tax Planning, Asset Management, Investment Advisory, Investment Strategies, Financial Planning, Insurance, Financial Advisory, Mutual Funds, Mortgage Lending
Education
Mount Royal University
Applied Finance
The University of Calgary
Real Estate Development
Jody Armstrong Jody Armstrong's Mackie Research Capital Experience May 2012 - December 2012
Job Strategic Planning
Industry Airlines/Aviation
Experience
Mackie Research Capital May 2012 - December 2012
Talent2 March 2011 - September 2011
Career Contacts Ltd./ Employment Unlimited September 2009 - October 2010
Saint Mary's University 2006 - 2008
Skills
Recruiting, Talent Acquisition, Technical Recruiting, Employee Relations, Applicant Tracking..., Sourcing, Talent Management, Human Resources, Onboarding, Screening, Executive Search, Performance Management, Benefits Negotiation, College Recruiting, Internet Recruiting, Contract Recruitment, HR Consulting, Employee Engagement, HR Policies, Administrative..., Database Administration, Executive..., Community Engagement, Environmental Awareness, International...
Education
RMIT University 2011 — 2011
Saint Mary's University 2005 — 2008
BA, Honours Geography, Minor English
Ryerson University
Human Resources Management and Services
Steveston High School
Mackie Research Capital May 2012 - December 2012
Talent2 March 2011 - September 2011
Career Contacts Ltd./ Employment Unlimited September 2009 - October 2010
Saint Mary's University 2006 - 2008
Skills
Recruiting, Talent Acquisition, Technical Recruiting, Employee Relations, Applicant Tracking..., Sourcing, Talent Management, Human Resources, Onboarding, Screening, Executive Search, Performance Management, Benefits Negotiation, College Recruiting, Internet Recruiting, Contract Recruitment, HR Consulting, Employee Engagement, HR Policies, Administrative..., Database Administration, Executive..., Community Engagement, Environmental Awareness, International...
Education
RMIT University 2011 — 2011
Saint Mary's University 2005 — 2008
BA, Honours Geography, Minor English
Ryerson University
Human Resources Management and Services
Steveston High School
Sally Garcia Sally Garcia's Mackie Research Capital Experience August 2002 - Present
Job Manager Mackie Research Capital Corp
Industry Investment Management
Experience
Mackie Research Capital August 2002 - Present
Thomson Kernaghan 2000 - 2002
CT Securities 1998 - 2000
Education
Angeles University Foundation 1986 — 1990
BSN, Nursing
Mackie Research Capital August 2002 - Present
Thomson Kernaghan 2000 - 2002
CT Securities 1998 - 2000
Education
Angeles University Foundation 1986 — 1990
BSN, Nursing
Andy Lehto Andy Lehto's Mackie Research Capital Experience May 2010 - July 2012
Job B. Comm, Chartered Investment Manager
Industry Construction
Experience
Mackie Research Capital May 2010 - July 2012
Canaccord Financial September 1998 - January 2010
Oliver & Company July 1998 - October 1998
BMO-Nesbitt BurnsMontréal, QC January 1997 - June 1998
Skills
Product Knowledge, Resourceful, Time Sensitive, Conflict Resolution, Organizational..., Entrepreneurship, Resource Allocation, Analytics, Integrity, Ethics, Value-added, Value Optimization, Networking, Professional Counseling, Relationship Mgmt, Sales&Marketing, Investments, Time Management, Self-starting, Customer-focused, Customization, Attentiveness to Detail, Equity Management, Portfolio Management, Adaptable & a quick..., Computer-savvy, Investment Management, Finance, Asset Management, Financial Analysis, Trading
Education
Thompson Rivers University 2010 — 2012
B.Comm
Canadian Securities Institute (CSI) Montreal, Quebec 1997 — 2007
Chartered Investment Manager (CIM)
Champlain College, St-Lambert, Quebec 1993 — 1996
Diploma of College Studies/Diplôme d'études collégiales, DEC
Centennial Regional High SchoolGreenfield 1988 — 1993
High School Diploma
Mackie Research Capital May 2010 - July 2012
Canaccord Financial September 1998 - January 2010
Oliver & Company July 1998 - October 1998
BMO-Nesbitt BurnsMontréal, QC January 1997 - June 1998
Skills
Product Knowledge, Resourceful, Time Sensitive, Conflict Resolution, Organizational..., Entrepreneurship, Resource Allocation, Analytics, Integrity, Ethics, Value-added, Value Optimization, Networking, Professional Counseling, Relationship Mgmt, Sales&Marketing, Investments, Time Management, Self-starting, Customer-focused, Customization, Attentiveness to Detail, Equity Management, Portfolio Management, Adaptable & a quick..., Computer-savvy, Investment Management, Finance, Asset Management, Financial Analysis, Trading
Education
Thompson Rivers University 2010 — 2012
B.Comm
Canadian Securities Institute (CSI) Montreal, Quebec 1997 — 2007
Chartered Investment Manager (CIM)
Champlain College, St-Lambert, Quebec 1993 — 1996
Diploma of College Studies/Diplôme d'études collégiales, DEC
Centennial Regional High SchoolGreenfield 1988 — 1993
High School Diploma
Don Rawson Don Rawson's Mackie Research Capital Experience December 2009 - January 2011
Job Chief Financial Officer at CSV Midstream Solutions
Industry Financial Services
Experience
CSV Midstream Solutions May 2014 - Present
AltaCorp Capital Inc. January 2011 - May 2014
Mackie Research Capital December 2009 - January 2011
Tristone Capital July 2003 - June 2009
Rawson Financial Consulting/Fording Coal October 2002 - May 2003
EnCana May 2001 - May 2002
Canadian Pacific Ltd. October 1999 - May 2001
BMO Capital Markets September 1994 - May 1999
Echo Bay Mines May 1988 - July 1992
Skills
Valuation, Financial Analysis, Research, Project Finance, Financial Modeling, Risk Management, Corporate Finance, Commodity, Management, Equities, Investments, Due Diligence, Capital Markets, Investment Banking, Finance, Analysis, Equity Research, Private Equity, Banking, Forecasting, Portfolio Management, Corporate Development, Venture Capital, Business Planning, Hedge Funds, Mergers & Acquisitions, Strategic Planning
Education
The University of Chicago 1992 — 1994
MBA, Finance
University of Alberta 1984 — 1988
BComm, Finance, Marketing
CSV Midstream Solutions May 2014 - Present
AltaCorp Capital Inc. January 2011 - May 2014
Mackie Research Capital December 2009 - January 2011
Tristone Capital July 2003 - June 2009
Rawson Financial Consulting/Fording Coal October 2002 - May 2003
EnCana May 2001 - May 2002
Canadian Pacific Ltd. October 1999 - May 2001
BMO Capital Markets September 1994 - May 1999
Echo Bay Mines May 1988 - July 1992
Skills
Valuation, Financial Analysis, Research, Project Finance, Financial Modeling, Risk Management, Corporate Finance, Commodity, Management, Equities, Investments, Due Diligence, Capital Markets, Investment Banking, Finance, Analysis, Equity Research, Private Equity, Banking, Forecasting, Portfolio Management, Corporate Development, Venture Capital, Business Planning, Hedge Funds, Mergers & Acquisitions, Strategic Planning
Education
The University of Chicago 1992 — 1994
MBA, Finance
University of Alberta 1984 — 1988
BComm, Finance, Marketing
Shireen Durfy, MBA Shireen Durfy, MBA's Mackie Research Capital Experience September 2015 - Present
Job Senior Vice President at Mackie Research Capital
Industry Banking
Experience
Mackie Research Capital September 2015 - Present
Mackie Research Capital July 2015 - August 2015
Dundee Capital Markets January 2013 - February 2015
Dundee Capital Markets October 2007 - December 2012
Dundee Capital Markets April 2006 - October 2007
RBC Global Asset Management September 2003 - March 2006
RBC Global Asset Management 2001 - 2003
RBC Global Asset Management 1999 - 2001
RBC Global Asset Management November 1997 - 1999
Skills
Fixed Income, Financial Modeling, Equity Valuation, Bloomberg, Equity Research, Capital Markets, Valuation, Equities, Investments, Hedge Funds, Research, Investor Relations, Securities, Financial Markets, Asset Management, Trading, Asset Allocation
Education
Canadian Securities Institute
Partners, Directors and Senior Officers Course (PDO)
Regis University 2000 — 2003
MBA
Queen's University 1994 — 1995
B Ed, Primary/Junior
Trent University 1990 — 1994
BA Honours, English Literature/Education
Ashbury College 1989 — 1990
High School Diploma
Mackie Research Capital September 2015 - Present
Mackie Research Capital July 2015 - August 2015
Dundee Capital Markets January 2013 - February 2015
Dundee Capital Markets October 2007 - December 2012
Dundee Capital Markets April 2006 - October 2007
RBC Global Asset Management September 2003 - March 2006
RBC Global Asset Management 2001 - 2003
RBC Global Asset Management 1999 - 2001
RBC Global Asset Management November 1997 - 1999
Skills
Fixed Income, Financial Modeling, Equity Valuation, Bloomberg, Equity Research, Capital Markets, Valuation, Equities, Investments, Hedge Funds, Research, Investor Relations, Securities, Financial Markets, Asset Management, Trading, Asset Allocation
Education
Canadian Securities Institute
Partners, Directors and Senior Officers Course (PDO)
Regis University 2000 — 2003
MBA
Queen's University 1994 — 1995
B Ed, Primary/Junior
Trent University 1990 — 1994
BA Honours, English Literature/Education
Ashbury College 1989 — 1990
High School Diploma
David Keating David Keating's Mackie Research Capital Experience December 2004 - Present
Job Head of Equity Capital Markets
Industry Investment Banking
Experience
Mackie Research Capital December 2004 - Present
First Associates Inc (Blackmont Capital) 2002 - 2004
Scotia Capital Inc 1998 - 2002
Skills
Investment Banking, Capital Markets, Corporate Finance, Equities, Trading, Investments, Valuation, Equity Research, Securities, Wealth Management, Financial Modeling, Financial Analysis, Bonds, Fixed Income
Education
Concordia University and McGill University
Concordia University
Master of Business Administration (MBA)
McGill University
Bachelorâs Degree, Economics
Lower Canada College
Mackie Research Capital December 2004 - Present
First Associates Inc (Blackmont Capital) 2002 - 2004
Scotia Capital Inc 1998 - 2002
Skills
Investment Banking, Capital Markets, Corporate Finance, Equities, Trading, Investments, Valuation, Equity Research, Securities, Wealth Management, Financial Modeling, Financial Analysis, Bonds, Fixed Income
Education
Concordia University and McGill University
Concordia University
Master of Business Administration (MBA)
McGill University
Bachelorâs Degree, Economics
Lower Canada College
Bill Newman Bill Newman's Mackie Research Capital Experience October 2004 - Present
Job International Oil & Gas Analyst at Mackie Research Capital
Industry Financial Services
Experience
Mackie Research Capital October 2004 - Present
Skills
Equities, Capital Markets, Equity Research, Investments, Valuation, Financial Modeling, Investment Banking, Bloomberg, Securities, Financial Analysis, Derivatives
Education
The University of Calgary
Bachelor of Commerce (B.Com.)
Mackie Research Capital October 2004 - Present
Skills
Equities, Capital Markets, Equity Research, Investments, Valuation, Financial Modeling, Investment Banking, Bloomberg, Securities, Financial Analysis, Derivatives
Education
The University of Calgary
Bachelor of Commerce (B.Com.)
Dov Mileevsky, B. Eng / MBA Dov Mileevsky, B. Eng / MBA's Mackie Research Capital Experience 2008 - 2008
Job
Industry Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
BNP Paribas August 2011 - July 2015
TD 2009 - 2011
Mackie Research Capital 2008 - 2008
CIBC 2007 - 2007
RBC 2006 - 2006
Travelers 2006 - 2006
Skills
Valuation, Commercial Banking, Investment Banking, Credit, Syndications, Analysis, Financial Statement..., Financial Modeling, Corporate Finance, Credit Analysis, Credit Risk
Education
McMaster University 2005 — 2007
Master of Business Administration, Co-op
University of Toronto 2000 — 2004
Bachelor, Computer Engineering
Bank of America Merrill Lynch July 2015 - Present
BNP Paribas August 2011 - July 2015
TD 2009 - 2011
Mackie Research Capital 2008 - 2008
CIBC 2007 - 2007
RBC 2006 - 2006
Travelers 2006 - 2006
Skills
Valuation, Commercial Banking, Investment Banking, Credit, Syndications, Analysis, Financial Statement..., Financial Modeling, Corporate Finance, Credit Analysis, Credit Risk
Education
McMaster University 2005 — 2007
Master of Business Administration, Co-op
University of Toronto 2000 — 2004
Bachelor, Computer Engineering
David Hetherington F.C.S.I. David Hetherington F.C.S.I.'s Mackie Research Capital Experience 1998 - 2013
Job Executive VicePresident & Director Professional Trading at Mackie Research Capital Corp.
Industry Investment Management
Experience
The Rotary Club of Toronto July 2015 - Present
Rotary Club of Toronto Charitable Foundation October 2012 - Present
Mackie Research Capital Corp. January 1972 - Present
Mackie Research Capital 1998 - 2013
Rotary Club of Toronto Charitable Foundation November 2010 - October 2012
Research Capital Corp. 1996 - 2006
Squash Canada 1981 - 1983
Pitfield Mackay, Ross May 1969 - December 1971
Skills
Securities, Equities, Wealth Management, Capital Markets, Investments, Investment Advisory, Options, Investment Strategies, Asset Management, Alternative Investments, Trading, Fixed Income, Retirement Planning, Mutual Funds, Due Diligence, Portfolio Management, Stocks, Asset Allocation, Strategic Financial..., Investment Management, Investor Relations, Hedge Funds, Investment Banking, Equity Research, Financial Planning
Education
Lakehead University
University of Toronto Schools
Whitney Public
The Rotary Club of Toronto July 2015 - Present
Rotary Club of Toronto Charitable Foundation October 2012 - Present
Mackie Research Capital Corp. January 1972 - Present
Mackie Research Capital 1998 - 2013
Rotary Club of Toronto Charitable Foundation November 2010 - October 2012
Research Capital Corp. 1996 - 2006
Squash Canada 1981 - 1983
Pitfield Mackay, Ross May 1969 - December 1971
Skills
Securities, Equities, Wealth Management, Capital Markets, Investments, Investment Advisory, Options, Investment Strategies, Asset Management, Alternative Investments, Trading, Fixed Income, Retirement Planning, Mutual Funds, Due Diligence, Portfolio Management, Stocks, Asset Allocation, Strategic Financial..., Investment Management, Investor Relations, Hedge Funds, Investment Banking, Equity Research, Financial Planning
Education
Lakehead University
University of Toronto Schools
Whitney Public
Peter Kudla's Mackie Research Capital Experience October 2012 - Present
Job Investment Advisor at Mackie Research Capital Corp. October 2012
Industry Financial Services
Experience
Mackie Research Capital October 2012 - Present
Canaccord Wealth Management November 2000 - September 2012
RBC Dominion Securities 1991 - November 2000
Burns Fry 1978 - 1990
Skills
Wealth Management, Investments, Securities, Risk Management, Due Diligence, Business Strategy, Business Analysis, Investment Advisory, Investment Strategies, Strategic Planning, Retirement Planning, Mutual Funds, Wealth Management..., ETFs, Equities, Asset Allocation, Bonds, Wealth, Fixed Income, Alternative Investments
Education
Canadian Securities Institute 1981 — 1982
FCSI, Investments and Economics
Ivey Business School at Western University 1976 — 1978
HBA, Business
Mackie Research Capital October 2012 - Present
Canaccord Wealth Management November 2000 - September 2012
RBC Dominion Securities 1991 - November 2000
Burns Fry 1978 - 1990
Skills
Wealth Management, Investments, Securities, Risk Management, Due Diligence, Business Strategy, Business Analysis, Investment Advisory, Investment Strategies, Strategic Planning, Retirement Planning, Mutual Funds, Wealth Management..., ETFs, Equities, Asset Allocation, Bonds, Wealth, Fixed Income, Alternative Investments
Education
Canadian Securities Institute 1981 — 1982
FCSI, Investments and Economics
Ivey Business School at Western University 1976 — 1978
HBA, Business
Graham Morrison's Mackie Research Capital Experience February 2009 - June 2009
Job Business Development Analyst, Eldorado Gold Corp
Industry Mining & Metals
Experience
Eldorado Gold Corporation August 2011 - Present
Raymond James July 2009 - August 2011
Mackie Research Capital February 2009 - June 2009
GeoXplor Corporation 2005 - 2009
Skills
Corporate Finance, Equity Valuation, Industry Research, Corporate Development, Equity Research, Strategic Planning, Equities, Capital Markets, Gold, Mining, Venture Capital, Valuation, Financial Modeling, Investor Relations, Business Strategy, Minerals, Asset Managment, Financial Analysis, Mineral Exploration
Education
CFA Institute
Chartered Financial Analyst
Western Australia School of Mines (WASM) 2008 — 2009
MSc., Mineral Economics
Dalhousie University 2001 — 2005
BA, Psychology, Commerce
Kitsilano Secondary
Eldorado Gold Corporation August 2011 - Present
Raymond James July 2009 - August 2011
Mackie Research Capital February 2009 - June 2009
GeoXplor Corporation 2005 - 2009
Skills
Corporate Finance, Equity Valuation, Industry Research, Corporate Development, Equity Research, Strategic Planning, Equities, Capital Markets, Gold, Mining, Venture Capital, Valuation, Financial Modeling, Investor Relations, Business Strategy, Minerals, Asset Managment, Financial Analysis, Mineral Exploration
Education
CFA Institute
Chartered Financial Analyst
Western Australia School of Mines (WASM) 2008 — 2009
MSc., Mineral Economics
Dalhousie University 2001 — 2005
BA, Psychology, Commerce
Kitsilano Secondary
Hin Tang's Mackie Research Capital Experience August 1999 - Present
Job Senior Network Administrator at Mackie Research Capital
Industry Financial Services
Experience
Mackie Research Capital August 1999 - Present
Skills
Portfolio Management, Project Management, Team Leadership, Strategic Planning, Leadership, Equities, Strategy, Management, Microsoft Office, Risk Management
Education
McGill University 1988 — 1992
B.Sc., Microbiology and Immunology
Mackie Research Capital August 1999 - Present
Skills
Portfolio Management, Project Management, Team Leadership, Strategic Planning, Leadership, Equities, Strategy, Management, Microsoft Office, Risk Management
Education
McGill University 1988 — 1992
B.Sc., Microbiology and Immunology
Charles (Chip) Bendaly's Mackie Research Capital Experience January 2006 - December 2008
Job District Vice President at Manulife Investments
Industry Financial Services
Experience
Manulife Investments January 2014 - Present
Manulife Investments May 2011 - December 2013
Scotiabank May 2010 - April 2011
Union Securities May 2009 - February 2010
Mackie Research Capital January 2006 - December 2008
Mackie Research Capital January 2004 - January 2006
Skills
Investments, Mutual Funds
Education
Concordia University 1999 — 2003
BA, Political Science, Sociology
Manulife Investments January 2014 - Present
Manulife Investments May 2011 - December 2013
Scotiabank May 2010 - April 2011
Union Securities May 2009 - February 2010
Mackie Research Capital January 2006 - December 2008
Mackie Research Capital January 2004 - January 2006
Skills
Investments, Mutual Funds
Education
Concordia University 1999 — 2003
BA, Political Science, Sociology
Andre Uddin, Ph.D.'s Mackie Research Capital Experience February 2014 - Present
Job Managing Director Healthcare at Mackie Research Capital
Industry Biotechnology
Experience
Mackie Research Capital February 2014 - Present
BioStrategy Management Inc. September 2007 - Present
Transition Therapeutics Inc September 2006 - July 2007
National Bank Financial March 2004 - April 2006
Research Capital Corp March 2000 - February 2004
Merrill Lynch Canada February 1997 - March 2000
Skills
Venture Capital, Biotechnology, Valuation, Pharmaceutical Industry, Equity Research, Equities, Corporate Development, Due Diligence, Financial Modeling, Healthcare, Drug Development, Lifesciences, Mergers & Acquisitions, Biochemistry, Drug Discovery, Competitive Analysis, Biopharmaceuticals, Technology Transfer, Strategy, Oncology, Investor Relations, Medical Devices, Clinical Development, Licensing, Regulatory Affairs, Patents, Clinical Trials
Education
McGill University 1992 — 1996
Ph.D., Bio-Organic Chemistry
University of Toronto Mississauga 1988 — 1992
B.Sc., BioChemistry
Mackie Research Capital February 2014 - Present
BioStrategy Management Inc. September 2007 - Present
Transition Therapeutics Inc September 2006 - July 2007
National Bank Financial March 2004 - April 2006
Research Capital Corp March 2000 - February 2004
Merrill Lynch Canada February 1997 - March 2000
Skills
Venture Capital, Biotechnology, Valuation, Pharmaceutical Industry, Equity Research, Equities, Corporate Development, Due Diligence, Financial Modeling, Healthcare, Drug Development, Lifesciences, Mergers & Acquisitions, Biochemistry, Drug Discovery, Competitive Analysis, Biopharmaceuticals, Technology Transfer, Strategy, Oncology, Investor Relations, Medical Devices, Clinical Development, Licensing, Regulatory Affairs, Patents, Clinical Trials
Education
McGill University 1992 — 1996
Ph.D., Bio-Organic Chemistry
University of Toronto Mississauga 1988 — 1992
B.Sc., BioChemistry
Drew Basek's Mackie Research Capital Experience October 2010 - September 2014
Job New Position
Industry Financial Services
Experience
Industrial Alliance Securities October 2014 - Present
Mackie Research Capital October 2010 - September 2014
Dundee Securities September 1999 - March 2010
Levesque Beaubien September 1996 - August 1999
Education
University of Toronto - Rotman School of Management 1990 — 1992
Master of Business Administration (M.B.A.), Finance/Marketing
Queen's University 1980 — 1984
Bachelor's Degree, Honours Economics
Industrial Alliance Securities October 2014 - Present
Mackie Research Capital October 2010 - September 2014
Dundee Securities September 1999 - March 2010
Levesque Beaubien September 1996 - August 1999
Education
University of Toronto - Rotman School of Management 1990 — 1992
Master of Business Administration (M.B.A.), Finance/Marketing
Queen's University 1980 — 1984
Bachelor's Degree, Honours Economics
Geordie Walker's Mackie Research Capital Experience 2002 - 2003
Job General Manager, Organic Resource Management at Walker Industries Holdings Limited
Industry Environmental Services
Experience
Walker Industries Holdings Limited November 2013 - Present
Walker Industries Holdings Limited December 2010 - November 2013
Canaccord Genuity Inc. 2003 - 2009
Mackie Research Capital 2002 - 2003
Bear Stearns & Company 2000 - 2002
Tri-Media Integrated Marketing Technologies, Inc. 1995 - 1998
Education
University of Toronto - Rotman School of Management 1998 — 2000
MBA, Finance
Queen's University 1990 — 1994
BAH, Economics
Walker Industries Holdings Limited November 2013 - Present
Walker Industries Holdings Limited December 2010 - November 2013
Canaccord Genuity Inc. 2003 - 2009
Mackie Research Capital 2002 - 2003
Bear Stearns & Company 2000 - 2002
Tri-Media Integrated Marketing Technologies, Inc. 1995 - 1998
Education
University of Toronto - Rotman School of Management 1998 — 2000
MBA, Finance
Queen's University 1990 — 1994
BAH, Economics
David Tawaststjerna's Mackie Research Capital Experience 2002 - 2012
Job SVP at Aston Hill Securites
Industry Financial Services
Experience
Aston Hill Securites January 2013 - Present
Mackie Research Capital 2002 - 2012
Skills
Equities, Capital Markets, Securities, Trading, Bonds, Portfolio Management, Investments, Fixed Income, Hedge Funds, Equity Research, Investment Banking, Investment Strategies, Mutual Funds, Wealth Management, Asset Management, Investment Advisory
Education
Saint Mary's University 1992 — 1993
MBA, Finance
Bishop's University 1984 — 1987
BBA, Business
Aston Hill Securites January 2013 - Present
Mackie Research Capital 2002 - 2012
Skills
Equities, Capital Markets, Securities, Trading, Bonds, Portfolio Management, Investments, Fixed Income, Hedge Funds, Equity Research, Investment Banking, Investment Strategies, Mutual Funds, Wealth Management, Asset Management, Investment Advisory
Education
Saint Mary's University 1992 — 1993
MBA, Finance
Bishop's University 1984 — 1987
BBA, Business
Jeremy Dason, CFA's Mackie Research Capital Experience 2011 - 2014
Job Associate, Real Estate Finance Division at CIBC
Industry Financial Services
Experience
CIBC 2014 - Present
Mackie Research Capital 2011 - 2014
Salman Partners Inc. 2010 - 2011
SIAS Fund 2009 - 2010
RBC Royal Bank 2008 - 2009
Skills
Equity Research, Equities, Financial Modeling, Equity Valuation, Capital Markets, Derivatives, Portfolio Management, Valuation, Corporate Finance, Investments, Investment Banking
Education
Simon Fraser University 2009 — 2010
MFRM, Financial Risk Management
York University - Schulich School of Business 2003 — 2007
iBBA, Finance
CIBC 2014 - Present
Mackie Research Capital 2011 - 2014
Salman Partners Inc. 2010 - 2011
SIAS Fund 2009 - 2010
RBC Royal Bank 2008 - 2009
Skills
Equity Research, Equities, Financial Modeling, Equity Valuation, Capital Markets, Derivatives, Portfolio Management, Valuation, Corporate Finance, Investments, Investment Banking
Education
Simon Fraser University 2009 — 2010
MFRM, Financial Risk Management
York University - Schulich School of Business 2003 — 2007
iBBA, Finance
Bob Tassone CFA's Mackie Research Capital Experience February 2013 - Present
Job Investment Advisor at Mackie Research Capital
Industry Financial Services
Experience
Mackie Research Capital February 2013 - Present
Raymond James Financial Inc. September 2004 - February 2013
Global Securities September 1994 - September 2004
Skills
Investment Advisory, Investments, Retirement Planning, Wealth Management, Equities, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Strategies, Retirement, Capital Markets, Securities
Education
Brock University 1983 — 1985
BBA, Finance
Laurentian University/Université Laurentienne 1979 — 1983
BA, Economics
Mackie Research Capital February 2013 - Present
Raymond James Financial Inc. September 2004 - February 2013
Global Securities September 1994 - September 2004
Skills
Investment Advisory, Investments, Retirement Planning, Wealth Management, Equities, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Strategies, Retirement, Capital Markets, Securities
Education
Brock University 1983 — 1985
BBA, Finance
Laurentian University/Université Laurentienne 1979 — 1983
BA, Economics
Leonard Gareau's Mackie Research Capital Experience August 1997 - December 2006
Job Investment Advisor at Dundee Goodman Private Wealth
Industry Financial Services
Experience
Dundee Goodman Private Wealth April 2014 - Present
Macquarie Private Wealth / Richardson GMP January 2011 - March 2014
First Canada Capital Partners Inc. January 2007 - December 2010
Mackie Research Capital August 1997 - December 2006
Burrard Toastmasters 2000 - 2003
Majendie Securities Ltd. September 1993 - July 1997
Skills
Equities, Equity Research, Options, Options Strategies, Trading, Venture Capital, IPO, Bonds, Product Portfolio, Securities, Wealth Management, Investments, Investment Strategies, Portfolio Management, Financial Advisory, Capital Markets, Investment Banking, Investment Advisory, Financial Markets, Financial Services, Investment Management, Equity Trading, Alternative Investments, Fixed Income, Project Portfolio..., ETFs, Hedge Funds, Risk Management, Wealth Management..., Private Placements, Derivatives, Mutual Funds, Private Equity, Investor Relations, Finance, Asset Allocation
Education
British Columbia Institute of Technology / BCIT 1993 — 1996
Accounting and Finance
Robertson Career College 1989 — 1990
Accounting, Finance
Lorette Collegiate Institue
High School
Burrard Toastmasters
Dundee Goodman Private Wealth April 2014 - Present
Macquarie Private Wealth / Richardson GMP January 2011 - March 2014
First Canada Capital Partners Inc. January 2007 - December 2010
Mackie Research Capital August 1997 - December 2006
Burrard Toastmasters 2000 - 2003
Majendie Securities Ltd. September 1993 - July 1997
Skills
Equities, Equity Research, Options, Options Strategies, Trading, Venture Capital, IPO, Bonds, Product Portfolio, Securities, Wealth Management, Investments, Investment Strategies, Portfolio Management, Financial Advisory, Capital Markets, Investment Banking, Investment Advisory, Financial Markets, Financial Services, Investment Management, Equity Trading, Alternative Investments, Fixed Income, Project Portfolio..., ETFs, Hedge Funds, Risk Management, Wealth Management..., Private Placements, Derivatives, Mutual Funds, Private Equity, Investor Relations, Finance, Asset Allocation
Education
British Columbia Institute of Technology / BCIT 1993 — 1996
Accounting and Finance
Robertson Career College 1989 — 1990
Accounting, Finance
Lorette Collegiate Institue
High School
Burrard Toastmasters
Jonathan Elbaz's Mackie Research Capital Experience 2009 - 2009
Job Senior Consultant at Aon Hewitt
Industry Management Consulting
Experience
Aon Hewitt June 2015 - Present
IBM March 2013 - June 2015
Trindent Consulting 2012 - 2013
Gallup 2011 - 2012
Dundee Wealth 2010 - 2011
Mackie Research Capital 2009 - 2009
usefulideas® 2007 - 2009
Skills
Management Consulting, Financial Modeling, Business Strategy, Corporate Finance, New Business Development, Performance Consulting, Financial Analysis, Project Management, Change Management, Process Improvement, Strategy, Forecasting, Program Management, Strategic Planning, Coaching, Leadership, Consulting, Portfolio Management, Budgets
Education
York University - Schulich School of Business 2008 — 2009
MBA, Finance
Concordia University 2001 — 2004
Bachelor of Commerce (BCom), Finance, Management
Aon Hewitt June 2015 - Present
IBM March 2013 - June 2015
Trindent Consulting 2012 - 2013
Gallup 2011 - 2012
Dundee Wealth 2010 - 2011
Mackie Research Capital 2009 - 2009
usefulideas® 2007 - 2009
Skills
Management Consulting, Financial Modeling, Business Strategy, Corporate Finance, New Business Development, Performance Consulting, Financial Analysis, Project Management, Change Management, Process Improvement, Strategy, Forecasting, Program Management, Strategic Planning, Coaching, Leadership, Consulting, Portfolio Management, Budgets
Education
York University - Schulich School of Business 2008 — 2009
MBA, Finance
Concordia University 2001 — 2004
Bachelor of Commerce (BCom), Finance, Management
Janet Meiklejohn's Mackie Research Capital Experience October 2010 - November 2011
Job Macquarie Capital Canada
Industry Investment Management
Experience
Macquarie Capital Canada 2013 - Present
Salman Partners Inc. November 2011 - September 2012
Mackie Research Capital October 2010 - November 2011
National Bank Financial June 2006 - March 2010
Desjardins Financial Security January 2003 - May 2006
Salman Partners Inc. February 1997 - December 2002
KPMG Advisory February 1994 - February 1997
Skills
Portfolio Management, Investments, Institutional Sales, Equity Research, Equity Trading, Equities, Investment Banking, Valuation, Capital Markets, Financial Modeling, Corporate Finance, Trading, Hedge Funds, Securities, Institutional, Strategic Planning, Bloomberg, Fixed Income, Equity Sales, Asset Management, Wealth Management
Education
The University of Western Ontario - Richard Ivey School of Business 1988 — 1990
MBA
University of Regina 1981 — 1986
BAdmin
Institute of Chartered Accountants of Saskatchewan 1988
Institute of Chartered Business Valuators 1996
Macquarie Capital Canada 2013 - Present
Salman Partners Inc. November 2011 - September 2012
Mackie Research Capital October 2010 - November 2011
National Bank Financial June 2006 - March 2010
Desjardins Financial Security January 2003 - May 2006
Salman Partners Inc. February 1997 - December 2002
KPMG Advisory February 1994 - February 1997
Skills
Portfolio Management, Investments, Institutional Sales, Equity Research, Equity Trading, Equities, Investment Banking, Valuation, Capital Markets, Financial Modeling, Corporate Finance, Trading, Hedge Funds, Securities, Institutional, Strategic Planning, Bloomberg, Fixed Income, Equity Sales, Asset Management, Wealth Management
Education
The University of Western Ontario - Richard Ivey School of Business 1988 — 1990
MBA
University of Regina 1981 — 1986
BAdmin
Institute of Chartered Accountants of Saskatchewan 1988
Institute of Chartered Business Valuators 1996
Carling Barnes's Mackie Research Capital Experience May 2010 - September 2010
Job Account Manager at HSBC Commercial Banking
Industry Financial Services
Experience
HSBC Commercial Banking January 2014 - Present
HSBC Commercial Banking July 2012 - January 2014
Richardson GMP May 2011 - July 2011
Mackie Research Capital May 2010 - September 2010
J.F. Mackie & Company May 2009 - September 2009
Skills
Investments, Microsoft Excel, Financial Analysis, Portfolio Management, Financial Modeling, Finance, Banking, Credit, Credit Analysis, Corporate Finance, Risk Management, Relationship Management, Wealth Management, Strategic Financial..., Customer Service, Credit Risk
Education
Queen's University
Master's of Business Administration (MBA)
The University of Calgary 2008 — 2012
Bachelor of Commerce, Finance
University of South Australia 2011 — 2011
BCOMM, Finance
HSBC Commercial Banking January 2014 - Present
HSBC Commercial Banking July 2012 - January 2014
Richardson GMP May 2011 - July 2011
Mackie Research Capital May 2010 - September 2010
J.F. Mackie & Company May 2009 - September 2009
Skills
Investments, Microsoft Excel, Financial Analysis, Portfolio Management, Financial Modeling, Finance, Banking, Credit, Credit Analysis, Corporate Finance, Risk Management, Relationship Management, Wealth Management, Strategic Financial..., Customer Service, Credit Risk
Education
Queen's University
Master's of Business Administration (MBA)
The University of Calgary 2008 — 2012
Bachelor of Commerce, Finance
University of South Australia 2011 — 2011
BCOMM, Finance
Doug Penny's Mackie Research Capital Experience January 2010 - Present
Job Investment Advisor at Mackie Research Capital
Industry Financial Services
Experience
Mackie Research Capital January 2010 - Present
Education
Queen's University 1981 — 1984
B. Applied Science, Engineering
Mackie Research Capital January 2010 - Present
Education
Queen's University 1981 — 1984
B. Applied Science, Engineering
Donald Egoroff's Mackie Research Capital Experience January 2001 - Present
Job Publications Editor at CIBC World Markets
Industry Writing and Editing
Experience
CIBC World Markets March 2011 - Present
Mackie Research Capital January 2001 - Present
Freelance 1990 - 2000
Education
Ryerson University 1974 — 1978
BAA, Photography
University of Waterloo 1971 — 1974
BA, Psychology and Sociology
CIBC World Markets March 2011 - Present
Mackie Research Capital January 2001 - Present
Freelance 1990 - 2000
Education
Ryerson University 1974 — 1978
BAA, Photography
University of Waterloo 1971 — 1974
BA, Psychology and Sociology
James Nickerson's Mackie Research Capital Experience May 2015 - Present
Job Investment Advisor at Mackie Research Capital
Industry Financial Services
Experience
Mackie Research Capital May 2015 - Present
Scotiabank April 2013 - May 2015
Scotiabank March 2012 - April 2013
Dwight International School July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, Credit
Education
CFA Institute 2013 — 2015
Level 3 Candidate, Finance
The University of British Columbia 2007 — 2011
Bachelor of Management, Finance
University of Auckland 2010 — 2010
Mackie Research Capital May 2015 - Present
Scotiabank April 2013 - May 2015
Scotiabank March 2012 - April 2013
Dwight International School July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, Credit
Education
CFA Institute 2013 — 2015
Level 3 Candidate, Finance
The University of British Columbia 2007 — 2011
Bachelor of Management, Finance
University of Auckland 2010 — 2010
Lynn Hann-Ayyavoo's Mackie Research Capital Experience November 2006 - September 2007
Job
Industry Financial Services
Experience
The Northern Trust Company July 2015 - Present
CIBC June 2008 - August 2014
Mackie Research Capital November 2006 - September 2007
IPC Securities Corp 2005 - 2007
TD Waterhouse 1998 - 2003
Education
Memorial University of Newfoundland
BA, Political Science
The Northern Trust Company July 2015 - Present
CIBC June 2008 - August 2014
Mackie Research Capital November 2006 - September 2007
IPC Securities Corp 2005 - 2007
TD Waterhouse 1998 - 2003
Education
Memorial University of Newfoundland
BA, Political Science
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial