Macquarie Private Wealth

Industry: Capital market company

Description

Headquarters: Toronto, Canada Parent organization: Richardson GMP Limited Subsidiary: Macquarie Private Wealth Inc., Investment Banking Arm

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Macquarie Private Wealth Employees

Employee
Years
Job
Industry
Matt Ilich, CFA Matt Ilich, CFA Vancouver, Canada Area Details
Matt Ilich, CFA's Macquarie Private Wealth Experience February 2011 - October 2013
Job Portfolio Manager at Richardson GMP
Industry Financial Services
Experience
Richardson GMP  March 2014 - Present
Richmond Hospital Foundation   November 2013 - November 2014
Richmond hospital foundation   November 2008 - November 2014
Richardson GMP  November 2013 - March 2014
Richmond Hospital Foundation   January 2010 - November 2013
Macquarie Private Wealth   February 2011 - October 2013
Macquarie Private Wealth   June 2007 - February 2011
Suncor Development  September 2005 - June 2007
BC Legislature/Premier's Office   September 2004 - September 2005

Skills
Relationship Management, Investments, Alternative Investments, ETFs, Asset Managment, FX Options, Financial Analysis, Wealth Management..., Financial Services, Financial Advisory, Asset Allocation, Securities, Asset Management, Equity Research, Investment Advisory, Valuation, Portfolio Management, Due Diligence, Capital Markets, Finance, Wealth Management, Equities, Business Development, Mutual Funds, Investment Strategies, Hedge Funds, Analysis, Investment Management, Financial Modeling, Corporate Finance, Fixed Income

Education
CFA Institute
Chartered Financial Analyst

Canadian Securities Institute   2006 — 2007
CIM, Investment Management

Uppsala University   2003 — 2004

The University of British Columbia   2001 — 2004
Arts, Political Science

The University of Western Ontario - Huron University College

Jamie Houston Jamie Houston Toronto, Canada Area Details
Jamie Houston's Macquarie Private Wealth Experience July 2010 - March 2012
Job Inside Sales Representative at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns  January 2015 - Present
BMO Global Asset Management  October 2013 - January 2015
BMO Nesbitt Burns  February 2012 - October 2013
Macquarie Private Wealth   July 2010 - March 2012
Ronald A. Chisholm  May 2008 - July 2008

Education
McGill University   2006 — 2010
B.Comm, Entrepreneurship, International Business

Upper Canada College   1998 — 2006

Dorothy-Anna Orser Dorothy-Anna Orser Toronto, Canada Area Details
Dorothy-Anna Orser's Macquarie Private Wealth Experience May 2012 - November 2013
Job Portfolio Manager focused on high net worth individuals and corporate finance for CPC's.
Industry Financial Services
Experience
Dundee Goodman Private Wealth  March 2014 - Present
Richardson GMP  September 2013 - March 2014
Macquarie Private Wealth   May 2012 - November 2013
Canaccord Wealth Management  March 2007 - May 2012
BMO Nesbitt Burns  September 1997 - March 2007
Rae & Lipskie Investment Counsel   June 1996 - March 1997
Black Investment Counsel   June 1995 - May 1996
RBC Dominion Securities  January 1991 - June 1995
CIBC Wood Gundy  June 1987 - December 1990

Skills
Wealth Management, Investments, Investment Strategies, Equities, Investment Advisory, Estate Planning, CPCs, High Net Worth..., Mutual Funds, Portfolio Management, Retirement Planning, Investment Banking, Securities, Alternative Investments, Asset Allocation, Entrepreneurship, Finance, IPO, Strategic Financial..., Options, Asset Management, Bonds, Capital Markets, Financial Advisory, Investment Management, Private Placements, Hedge Funds, Private Equity, Investor Relations, Financial Planning

Education
The University of Western Ontario   1978 — 1980
Biology/Biological Sciences, General

Simon Fraser University

University of Waterloo

Joseph Debus Joseph Debus Toronto, Canada Area Details
Joseph Debus's Macquarie Private Wealth Experience 2006 - 2013
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

Justus Parmar Justus Parmar Vancouver, Canada Area Details
Justus Parmar's Macquarie Private Wealth Experience July 2011 - August 2013
Job Investment Advisor and Vice President at Jordan Capital Markets
Industry Financial Services
Experience
Jordan Capital Markets   August 2013 - Present
Macquarie Private Wealth   July 2011 - August 2013
Global Securities  March 2006 - July 2011

Skills
IPO, Equity Research, Public Equity Offerings, Venture Capital, Investments, Private Placements, Financial Advisory, Public Companies, Trading, Mining, Energy, Technology

Education
Harvard Business School
Private Equity and Venture Capital, Executive Education

University of Victoria   2000 — 2004

David Caacbay David Caacbay Toronto, Canada Area Details
David Caacbay's Macquarie Private Wealth Experience November 2010 - August 2013
Job Business Development at Intimate Interactive Advertising
Industry Marketing and Advertising
Experience
Intimate Interactive Advertising, Inc.   January 2014 - Present
Intimate Interactive Advertising, Inc.   August 2013 - January 2014
Macquarie Private Wealth   November 2010 - August 2013
Harry Rosen  February 2007 - September 2010

Skills
Asset Managment, Marketing, Cold Calling, New Business Development, Banking, Real Estate, Customer Service, Account Management, Social Media, Sales Management, Management, Investments, Sales, Event Planning, Business Development, Email Marketing, Lead Generation, Financial Services, Strategy, Marketing Strategy

Education
Ryerson University
Bachelor of Commerce (B.Com.), Marketing Management, Finance

George Brown College
Associate's Degree, Marketing

Tyler Steele, CFA Tyler Steele, CFA Vancouver, Canada Area Details
Tyler Steele, CFA's Macquarie Private Wealth Experience September 2010 - October 2013
Job Senior Vice President, Portfolio Manager at Richardson GMP
Industry Banking
Experience
Richardson GMP  November 2013 - Present
Macquarie Private Wealth   September 2010 - October 2013
CIBC  August 2007 - September 2010
Bear Stearns  February 2006 - February 2007
Morgan Stanley  February 2004 - March 2006
MSCI Barra  2004 - 2006
Merrill Lynch  June 1999 - October 2003

Skills
Wealth Management, Investment Advisory, Portfolio Management, Investments, Retirement Planning, Asset Allocation, Investment Strategies, Equities, Alternative Investments, Life Insurance, Estate Tax Planning, Fixed Income, Hedge Funds, Disability Insurance, GIC, Capital Markets, Mutual Funds, Asset Management, Bonds, Derivatives, Bloomberg, ETFs, Equity Research, Investment Management, Securities, Asset Managment, Options, Term Life Insurance, Estate Planning, Wealth Management...

Education
The University of British Columbia   1991 — 1994
BA, Economics

Handsworth   1986 — 1990

Talin Mardian Talin Mardian Toronto, Canada Area Details
Talin Mardian's Macquarie Private Wealth Experience December 2012 - January 2013
Job Administrative Assistant at SDI Interior Design & Project Coordination
Industry Insurance
Experience
SDI Interior Design & Project Coordination   October 2013 - Present
Macquarie Private Wealth   December 2012 - January 2013
Entertainment One  October 2012 - December 2012
Pal Insurance Services Ltd.   August 2008 - September 2012
Holt Renfrew  June 2007 - June 2008
Holt Renfrew  May 2005 - June 2007
Tip Top Tailors  May 2003 - April 2005
Les Ailes De La Mode  May 2001 - December 2002
University of Ottawa  September 2000 - April 2001
Nordion  June 2000 - August 2000

Skills
Merchandising, Retail, Inventory Management, Fashion, Customer Service, Event Planning, Sales, Marketing, Social Media, Sales Management, Team Building, Event Management, Social Media Marketing, Marketing Strategy, Strategic Planning, PowerPoint, Microsoft Excel, Apparel, Public Relations, Microsoft Office, Time Management, Marketing Communications, Real Estate, Leadership, Management, Brand Development

Education
University of Ottawa / Université d'Ottawa   2000 — 2003
Bachelor of Arts, Business & Communications

Algonquin College of Applied Arts and Technology   1996 — 1999
Diploma in Business Administration, Marketing

Holy Trinity Catholic High School   1990 — 1996

Steven George Conville Steven George Conville Toronto, Canada Area Details
Steven George Conville's Macquarie Private Wealth Experience August 2006 - December 2012
Job VP of Sales at FEVA TV
Industry Financial Services
Experience
FEVA TV   December 2014 - Present
MiiScan   June 2013 - December 2014
Macquarie Private Wealth   August 2006 - December 2012
MPW  1996 - 2010

Skills
Investments, Portfolio Management, Asset Managment, Wealth Management, Equities, Mutual Funds, Investment Advisory, Strategic Financial..., Fixed Income, Alternative Investments, Securities, Risk Management, Capital Markets, Investment Strategies, Asset Allocation, Investment Management, Asset Management, Finance, Strategy, Hedge Funds, Financial Advisory

Education
Wilfrid Laurier University   2005 — 2007
MBA, Finance

Concordia University   2003 — 2006
Post Graduate Diploma in Investment Management, Finance and Investments

York University   1992 — 1997
B. Ed, Education

York University   1992 — 1997
BA, Hons, Arts, History/Science, Technology, Cultural, and Society

Mark Richards Mark Richards Toronto, Canada Area Details
Mark Richards's Macquarie Private Wealth Experience May 2012 - August 2012
Job Analyst at Acasta Capital
Industry Financial Services
Experience
Acasta Capital   May 2014 - Present
RBC Capital Markets  May 2013 - August 2013
Macquarie Private Wealth   May 2012 - August 2012

Skills
Financial Modeling, Bloomberg, Economics, Financial Analysis, Capital IQ, Valuation, Capital Markets, Investment Banking, Corporate Finance

Education
Ivey Business School at Western University   2010 — 2014
Honors Business Administration

Pine Ridge Secondary School   2006 — 2010

Blair Pytak Blair Pytak Calgary, Canada Area Details
Blair Pytak's Macquarie Private Wealth Experience April 2011 - November 2013
Job Director, Wealth Management, Branch Manager, Investment Advisor
Industry Financial Services
Experience
Richardson GMP  October 2013 - Present
Macquarie Private Wealth   April 2011 - November 2013
Wolverton Securities Ltd.   March 2009 - March 2011
Standard Securities   January 2006 - February 2009
Blackmont Capital  February 1999 - December 2006

Skills
Securities, Investments, Wealth Management, Equities, Portfolio Management, Retirement Planning, Investment Strategies, Mutual Funds, Alternative Investments, Asset Management, Capital Markets, Fixed Income, Investment Advisory, Investment Management, Asset Allocation

Education
University of Calgary   1994 — 1999
Bachelor of Commerce, Finance

Sara-Jane Eadie Sara-Jane Eadie New York, New York Details
Sara-Jane Eadie's Macquarie Private Wealth Experience April 2010 - September 2012
Job Analyst Debt Capital Markets
Industry Banking
Experience
Scotiabank Global Banking and Markets  August 2014 - Present
Scotiabank Global Banking and Markets  April 2013 - August 2013
Macquarie Private Wealth   April 2010 - September 2012
Canaccord Genuity Group Inc.  May 2009 - August 2009

Skills
Financial Analysis, Mergers, Microsoft Excel, Investor Relations, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Event Planning, Capital Markets, Team Leadership, Marketing Strategy, Investments, Investment Banking, Financial Modeling

Education
Richard Ivey School of Business   2010 — 2014
Honours Business Administration

The University of Western Ontario   2010 — 2012
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Matt Marjanski Matt Marjanski Ottawa, Canada Area Details
Matt Marjanski's Macquarie Private Wealth Experience April 2013 - November 2013
Job Investment Services Associate at Dundee Goodman Private Wealth
Industry Investment Banking
Experience
Dundee Goodman Private Wealth  March 2014 - Present
Richardson GMP  November 2013 - March 2014
Macquarie Private Wealth   April 2013 - November 2013
TD Waterhouse Direct Investing   April 2011 - April 2013
Leon's Furniture Ltd.   November 2010 - April 2011
Odyssey Showcase   July 2008 - November 2010

Skills
Marketing Communications, Public Speaking, Team Leadership, Fast Learner, Website Development, Customer Service, Customer Relations, Customer Satisfaction, Sports, Wealth Management, Sales, Portfolio Management, Online Advertising, Marketing, Investments, CRM

Education
Algonquin College of Applied Arts and Technology   2003 — 2008
Diploma and Certificate, Business Marketing and E-Publishing (respectively)

Blake Dalton Blake Dalton Toronto, Canada Area Details
Blake Dalton's Macquarie Private Wealth Experience January 2010 - December 2013
Job Director, Wealth Management, Investment Advisor at Richardson GMP
Industry Financial Services
Experience
Richardson GMP  January 2014 - Present
Macquarie Private Wealth   January 2010 - December 2013
Blackmont Capital  December 2004 - December 2009
CIBC Wood Gundy  2001 - 2004
Merrill Lynch Canada  1998 - 2001
Midland Walwyn  1997 - 1998

Skills
Wealth Management..., Retirement Planning, Wealth, Securities, Investments, Wealth Management, Asset Management, Leadership, Equities, Accounting, Portfolio Management, Investment Advisory, Strategic Financial..., Mutual Funds, Financial Planning, Financial Analysis, Finance, Investment Strategies, Financial Advisory

Education
Queen's University   1988 — 1992
BAH, Economics and English

Thomas Courteau, CIM® Thomas Courteau, CIM® Toronto, Canada Area Details
Thomas Courteau, CIM®'s Macquarie Private Wealth Experience January 2012 - December 2013
Job Vice President, Investment Advisor at Richardson GMP
Industry Financial Services
Experience
Richardson GMP  January 2014 - Present
Macquarie Private Wealth   January 2012 - December 2013
National Bank Financial  2002 - January 2012
TD Evergreen  June 1993 - June 2003

Skills
Wealth Management, Investment Advisory, Investments, Mutual Funds, Investment Strategies, Finance, Retirement Planning, Asset Allocation, ETFs, Asset Management, Financial Services, Equities, Wealth Management..., Portfolio Management, Capital Markets, Securities, Alternative Investments, Bonds, Wealth, Financial Advisory, Fixed Income, Strategic Financial..., Options, Financial Planning, Innovation Management

Education
Concordia University   1980 — 1984
B.Comm., Marketing, Management, Finance

Vanier College   1977 — 1981
Architectural Technology

Canadian Securities Institute (CSI)
Chartered Investment Manager (CIM®)

Brian Worth Brian Worth Vancouver, Canada Area Details
Brian Worth's Macquarie Private Wealth Experience December 2005 - November 2013
Job SVP & Portfolio Manager at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd.  June 2015 - Present
Richardson GMP Limited  January 2014 - May 2015
AFOA Canada   January 2014 - February 2015
Macquarie Private Wealth   December 2005 - November 2013
United Capital  1995 - 2005
Global Securities  1991 - 1995
CM Oliver & Company   1987 - 1990

Skills
Portfolio Management, Alternative Investments, Equities, Fundamental Research, Hedge Funds, Asset Allocation, Investment Strategies, Fixed Income, Equity Research, Options, Asset Management, Equity Trading, Asset Managment, Investment Advisory, Securities, Mutual Funds, Investments, Risk Management, Wealth Management, Investment Management, Derivatives, Research, Corporate Finance, Capital Markets, Financial Modeling, Private Equity, Valuation, Financial Services, Due Diligence, Financial Markets, Financial Planning, Investment Banking

Education
The University of British Columbia / UBC   1975 — 1981
faculty member - Chemistry, MBA course (incomplete)

Imperial College London   1973 — 1975
D.I.C., Chemistry

The Australian National University   1970 — 1973
Ph.D., Chemistry

University of New South Wales
Bachelor of Science (B.Sc.), Chemistry, Hons

Nevin Chernick Nevin Chernick Vancouver, Canada Area Details
Nevin Chernick's Macquarie Private Wealth Experience January 2010 - October 2013
Job Director, Wealth Management, Branch Manager & Portfolio Manager at Richardson GMP
Industry Investment Management
Experience
Richardson GMP  November 2013 - Present
Macquarie Private Wealth   January 2010 - October 2013
Blackmont Capital  February 2006 - December 2009
BMO Nesbitt Burns  August 1996 - February 2006
City of Surrey  1987 - August 1996

Skills
Wealth Management, Investments, Portfolio Management, Investment Advisory, Alternative Investments, Equities, Bonds, Mutual Funds, Asset Allocation, Retirement Planning, Asset Management, Strategic Financial..., Securities, Investment Strategies, Hedge Funds, ETFs, Capital Markets, Investment Management, Fixed Income

Education
CFA Institute   1993 — 1995
Chartered Financial Analyst (CFA)

Society of Management Accountants of BC   1986 — 1987
Certified Management Accountant (CMA)

Algonquin College of Applied Arts and Technology   1980 — 1983
Diploma Business Administration, Accounting

Dave Lougheed Dave Lougheed Calgary, Canada Area Details
Dave Lougheed's Macquarie Private Wealth Experience November 2010 - October 2013
Job Vice President, Portfolio Manager, Private Client Group with Raymond James Ltd.
Industry Investment Management
Experience
Raymond James Ltd.  November 2013 - Present
Heritage Park Historical Village  2012 - 2015
Heritage Park Historical Village  2012 - 2015
Macquarie Private Wealth   November 2010 - October 2013
Rugby  1968 - 2012
BMO Nesbitt Burns  November 2004 - October 2010
Leicester Tigers RFC   July 1998 - June 2000
Upper Canada College  July 1993 - June 1998

Skills
Investments, Investment Strategies, Wealth Management, Investment Advisory, Equities, Wealth Management..., Wealth, Mutual Funds, Succession Planning, Alternative Investments, Securities, Strategic Financial..., Retirement Planning, Investment Management, Finance, Financial Advisory

Education
The University of Calgary   2000 — 2002
Master of Business Administration (M.B.A.)

Upper Canada College   1993 — 1998

Queen's University   1986 — 1993
BA/BPHE, MA

The University of Western Ontario   1991 — 1992
B.Ed.

Evan Cockshutt Evan Cockshutt Calgary, Canada Area Details
Evan Cockshutt's Macquarie Private Wealth Experience June 2008 - May 2012
Job Credit Analyst at Enbridge
Industry Banking
Experience
Enbridge  February 2014 - Present
Univar  July 2012 - February 2014
Macquarie Private Wealth   June 2008 - May 2012
EPCOR Merchant and Capital Ltd.   May 2007 - September 2007

Skills
Financial Analysis, Credit Analysis, Bloomberg Terminal, Economics, Microsoft Office, Risk Management, Investment Portfolio, Business Analysis, Financial Statement..., Business Ethics, Oil/Gas, Technical Analysis, Problem Solving, Relationship Mgmt, Wealth Management, Finance

Education
University of Guelph   2004 — 2008
B. Comm, Economics

Courtney Hatfield Courtney Hatfield Vancouver, Canada Area Details
Courtney Hatfield's Macquarie Private Wealth Experience 2006 - April 2012
Job Bridgemans Services Ltd., Fishing For Kids Tournament and The West Coast Fishing Club
Industry Leisure, Travel & Tourism
Experience
Bridgemans Services Ltd.   January 2014 - Present
The West Coast Fishing Club   April 2012 - Present
Fishing For Kids Tournament   2007 - Present
Macquarie Private Wealth   2006 - April 2012
Fishing with Shelley & Courtney   1993 - 2010
Pacific Salmon Foundation   January 1998 - February 2004

Skills
Event Management, Marketing Strategy, Strategic Planning, Customer Service, Business Strategy, Sales, Team Leadership, Business Development, Investments, Public Relations, Leadership, Contract Negotiation, New Business Development, Fishing, Fundraising, Start-ups

Education
Canadian Securities Institute   2006 — 2008
CSC, CPH, Financial Securities License

BCIT
Announcing & Broadcasting

BCIT
Essentials of Fundraising

Simon Fraser University
Writing & Communications

Nick Bartakovich Nick Bartakovich New York, New York Details
Nick Bartakovich's Macquarie Private Wealth Experience April 2012 - August 2012
Job Investment Banking Analyst (FIG) at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs  July 2015 - Present
Queen's University Investment Counsel  March 2014 - March 2015
Queen's Sports Industry Conference   March 2014 - January 2015
Goldman Sachs  June 2014 - August 2014
Queen's Commerce Trading Committee (QCTC)   March 2013 - March 2014
Queen's University Investment Counsel  March 2013 - March 2014
Dundee Real Estate Asset Management   May 2013 - August 2013
Macquarie Private Wealth   April 2012 - August 2012

Education
Queen's University   2011 — 2015
Bachelor of Commerce, Finance

Cass Business School   2014 — 2014
Exchange Semester, Finance

Canadian Securities Institute   2012 — 2012
CSC, Canadian Securities Course

Adam Brookes Adam Brookes Calgary, Canada Area Details
Adam Brookes's Macquarie Private Wealth Experience May 2011 - October 2013
Job Investment Advisor at Richardson GMP
Industry Financial Services
Experience
Richardson GMP  October 2013 - Present
Macquarie Private Wealth   May 2011 - October 2013
Wolverton Securities  February 2009 - May 2011

Skills
Investment Advisory, Wealth Management, Investments, Securities, Mutual Funds, Retirement Planning, Equities, Portfolio Management, Asset Management, Investment Strategies, Asset Allocation, Financial Analysis, Financial Advisory

Education
University of Athabasca
Bachelor of Management, Business, Management, Marketing, and Related Support Services

Red Deer College
Business Administration

David Foster CIM, FCSI David Foster CIM, FCSI Toronto, Canada Area Details
David Foster CIM, FCSI's Macquarie Private Wealth Experience 2005 - 2012
Job Director, Financial Advisor at Belfry Wealth Management
Industry Investment Management
Experience
Belfry Wealth Management   February 2015 - Present
IA Clarington Investments  October 2012 - January 2015
Macquarie Private Wealth   2005 - 2012
BluMont Capital  2001 - 2005
AIM Trimark Investments  1999 - 2001
RBC Dominion Securities  1997 - 1999
Midland Walwyn Capital Inc.  1994 - 1997
Xerox Canada  1992 - 1994

Skills
Asset Managment, Investments, Wealth Management, Asset Allocation, Mutual Funds, Alternative Investments, Equities, Retirement Planning, Investment Strategies, Investment Management, People Development, Hedge Funds, Marketing Strategy, Product Marketing, Sales, Sales Management, Strategic Thinking, Multi Tasking, Fixed Income, Portfolio Optimization, Building Relationships

Education
Canadian Securities Institute
Certified Investment Manager

Carleton University
Bachelor of Arts

Bruce Moffatt Bruce Moffatt Toronto, Canada Area Details
Bruce Moffatt's Macquarie Private Wealth Experience July 2012 - 2014
Job Managing Director at Terra Cotta Private Wealth Inc.
Industry Investment Management
Experience
Terra Cotta Wealth Management   2014 - Present
Macquarie Private Wealth   July 2012 - 2014
Richardson GMP Limited  November 2010 - July 2012
Richardson Partners Financial Limited   June 2005 - November 2010
CIBC Wood Gundy  January 2002 - June 2005
Merrill Lynch Canada Inc.  1998 - 2002

Skills
Wealth Management, High Net Worth..., Estate Planning, Portfolio Management, Investment Management, Risk Management, Retirement Planning, Investment Advisory, Financial Advisory, Investment Strategies, Due Diligence, Alternative Investments, Mutual Funds, Finance, Asset Allocation

Education
Keiller Mackay CI

Keiller Mackay CI

Strategic Coach

Strategic Coach

University of Pennsylvania - The Wharton School
CIMA, Finance

Lisa Sansone Lisa Sansone Toronto, Canada Area Details
Lisa Sansone's Macquarie Private Wealth Experience July 2010 - October 2013
Job Investment Services Assistant at Richardson GMP Limited
Industry Financial Services
Experience
Richardson GMP Limited  November 2013 - Present
Macquarie Private Wealth   July 2010 - October 2013
Canberra Co.   January 2010 - July 2010
Canberra Co.   November 2008 - June 2009
A.P.I. Alarm Inc.   July 2000 - June 2008
Nomura Securities  1986 - 2000

Skills
Process Improvement, Team Leadership, Strategic Planning, Operations Management, Team Building, Sales Management, Contract Negotiation, Risk Management, Business Development, Vendor Management, Purchasing, Administration, Business Strategy, Training, Leadership, Negotiation, Customer Service

Education
Ryerson University
Diploma, Business, Management, Marketing, and Related Support Services

Vincent Yu Vincent Yu Vancouver, Canada Area Details
Vincent Yu's Macquarie Private Wealth Experience May 2011 - October 2013
Job Vice President, Portfolio Manager at Richardson GMP
Industry Financial Services
Experience
Richardson GMP  November 2013 - Present
Macquarie Private Wealth   May 2011 - October 2013
Dundee Securities Corp.   December 1999 - May 2011
Fortune Financial Corp.   April 1994 - December 1999
Great Pacific Management   May 1992 - April 1994

Skills
Wealth Management, Investments, Insurance, Capital Markets, Hedge Funds, Public Speaking, Options Strategies

Education
The University of British Columbia
Bachelor of Commerce (B.Com.), Finance, General

Raeanne (Stevens) McLean Raeanne (Stevens) McLean Toronto, Canada Area Details
Raeanne (Stevens) McLean's Macquarie Private Wealth Experience January 2010 - February 2011
Job Head, Governance at TD Securities, Strategic Initiatives
Industry Financial Services
Experience
TD Securities, Strategy and Regulatory Reform Transformation   February 2013 - Present
RBC Dexia Investor Services  December 2011 - February 2013
Macquarie, Banking & Financial Services, North America   August 2010 - September 2011
Solutia SDO Ltd.   April 2007 - July 2011
Macquarie Private Wealth   January 2010 - February 2011
RBC Capital Markets  July 2007 - April 2009
Manulife Financial  February 2006 - March 2007
RBC Dominion Securities  2002 - 2004
RBC  1998 - 2002
Royal Trust  1994 - 1998

Skills
PMO, Business Change..., Transition Management, Strategic Planning, Cross-functional Team..., Management Consulting, Program Management, Complex Transactions, Team Leadership, Integration, Governance, Change Management, Stakeholder Management, Leadership, Management, Business Process, Strategy, Business Transformation, Project Management, CRM, Project Portfolio..., Business Development, Risk Management, Business Process..., IT Strategy

Education
University of Toronto   2014 — 2015
Risk Management - CRM Designation

Dalhousie University   2000 — 2004
MBA, Business Administration - Financial Services

Chris Stuchberry Chris Stuchberry Toronto, Canada Area Details
Chris Stuchberry's Macquarie Private Wealth Experience January 2011 - Present
Job Portfolio Manager at Richardson GMP
Industry Investment Management
Experience
Richardson GMP  November 2013 - Present
Macquarie Private Wealth   January 2011 - Present
Blackmont Capital  April 2009 - December 2010
Tollcross Investments   July 2006 - October 2008

Skills
Strategy, Equities, Trading

Education
Erasmus University Rotterdam   2006 — 2006
public admin

Western University   2003 — 2006

Philip Marion, CIM Philip Marion, CIM Toronto, Canada Area Details
Philip Marion, CIM's Macquarie Private Wealth Experience January 2012 - January 2014
Job Associate Portfolio Manager, Investment Advisor at Richardson GMP
Industry Financial Services
Experience
Richardson GMP  January 2014 - Present
Macquarie Private Wealth   January 2012 - January 2014
Wellington West Capital  May 2007 - October 2011
Perimeter Financial  February 2006 - May 2007

Skills
Risk Management, Wealth Accumulation, Trading, Financial Planning, Wealth Management, Options, Fixed Income, Equities, Life Insurance, Portfolio Management, Asset Management, Asset Allocation, Mutual Funds, Financial Modeling, Strategic Financial...

Education
McGill University   2001 — 2005
BCOM, Finance & Accounting

Oakville Trafalgar High School   1996 — 2000

Neil Bruce Neil Bruce Toronto, Canada Area Details
Neil Bruce's Macquarie Private Wealth Experience April 2012 - August 2012
Job Business Development Professional
Industry Marketing and Advertising
Experience
Macquarie Private Wealth   April 2012 - August 2012
Harris Sheaffer LLP  April 2011 - 2012
BBM Canada  2011 - 2011
Statistics Canada  November 2009 - August 2010
CIBC Wood Gundy  March 2008 - October 2008
AGF Trust  November 2007 - March 2008
Raymond James Ltd.  March 2006 - March 2007
GSC-Georgeson Shareholder Communications   2005 - 2005
Yellow Pages Group / Groupe Pages Jaunes – Canada   2000 - 2001
Eurofase Inc.  January 1998 - September 1999

Skills
Telemarketing, Project Management, Customer Service, Copywriting, Database Management, Graphic Design, Advertising Management, Marketing Communications, New Business Development, Strategic Communications, Research, Event Management, Corporate Branding, Marketing, Management, Business Development, Email Marketing, Sales, Brochures, Art Direction, Brand Development, Advertising

Education
George Brown College   1978 — 1980
Diploma, Graphic Design

Woburn CI

Vince Petrolo Vince Petrolo Toronto, Canada Area Details
Vince Petrolo's Macquarie Private Wealth Experience March 2007 - October 2012
Job CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy  October 2012 - Present
Macquarie Private Wealth   March 2007 - October 2012
CIBC Wood gundy  2001 - 2005

Education
Humber College
Finance and Financial Management Services

st. basils

bob jeganathan bob jeganathan Toronto, Canada Area Details
bob jeganathan's Macquarie Private Wealth Experience 2007 - 2010
Job IT CONTRACTOR
Industry Information Technology and Services
Experience
YYZ IT INC   February 2013 - Present
CompuCom  February 2011 - January 2013
Macquarie Private Wealth   2007 - 2010
Belzberg Technologies  1996 - 1997

Skills
Microsoft Office, Bloomberg, Windows, Operating Systems, Problem Solving, XP, SharePoint, Software Documentation, Troubleshooting, Technical Support, Windows XP, Windows Server

Education
Cardiff University / Prifysgol Caerdydd   1986 — 1989

boswells comprehensive   1979 — 1986

Nicholas Shinder Nicholas Shinder Montreal, Canada Area Details
Nicholas Shinder's Macquarie Private Wealth Experience April 2010 - November 2013
Job Vice President & Portfolio Manager at Dundee Goodman Private Wealth
Industry Financial Services
Experience
Dundee Goodman Private Wealth  April 2014 - Present
Richardson GMP  November 2013 - April 2014
Macquarie Private Wealth   April 2010 - November 2013
Canaccord Financial  January 1999 - April 2010

Skills
Investment Advisory, Wealth Management, Investments, Equities, Financial Planning, Tax Minimization..., Foreign Exchange, Mortgage Lending, Asset Management, Tax, Alternative Investments, Capital Markets, Mutual Funds, Strategic Financial..., Investment Strategies, Securities, Cash Flow, Entrepreneurship, Portfolio Management, Private Equity

Education
Concordia University   1990 — 1993
commerce, accounting

Wagar High   1983 — 1988

Sarah Icke Sarah Icke New York, New York Details
Sarah Icke's Macquarie Private Wealth Experience May 2012 - August 2012
Job Investment Banking Analyst at Cushman & Wakefield
Industry Financial Services
Experience
Cushman & Wakefield  July 2013 - Present
Macquarie Private Wealth   May 2012 - August 2012

Skills
Marketing, Fundraising, Finance, Microsoft Excel, Argus Modeling, Microsoft Office

Education
Cornell University   2009 — 2013
Bachelor's of Science, Applied Economics and Management; Marketing and Strategy

Bruce Hwang Bruce Hwang Calgary, Canada Area Details
Bruce Hwang's Macquarie Private Wealth Experience April 2013 - Present
Job President at EK Resources Corp.
Industry Oil & Energy
Experience
Macquarie Private Wealth   April 2013 - Present
EK Resources corp   April 2013 - Present
Kootenay Energy Inc   December 2008 - March 2013
Hyundai Oil Refinery   March 1994 - February 2001

Education
University of Oklahoma
Petroleum Engineering

한양대학교 / Hanyang University
BS, Mining and Mineral Engineering

Lisa Tempio Lisa Tempio Toronto, Canada Area Details
Lisa Tempio's Macquarie Private Wealth Experience
Job Business Analyst and Trainer at Macquarie Private Wealth
Industry Financial Services
Experience
Macquarie Private Wealth  

Skills
Business Analysis, Strategic Financial..., Banking, Business Process..., Team Leadership, Change Management, Securities, Financial Analysis, Financial Services, Portfolio Management

Education
Ryerson University   2002 — 2004
Bachelor of Commerce, Finance

Humber College   1999 — 2002
Business Administration and Management

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