Macquarie Private Wealth Inc.
Industry: Capital market company
DescriptionHeadquarters: Toronto, Canada Parent organization: Richardson GMP Limited Subsidiary: Macquarie Private Wealth Inc., Investment Banking Arm
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Macquarie Private Wealth Inc. Employees
Employee
Years
Job
Industry
Nickolas Rychlo, CIM®, AIFP™ Nickolas Rychlo, CIM®, AIFP™'s Macquarie Private Wealth Inc. Experience January 2010 - September 2013
Job Wealth Advisor & Portfolio Manager, ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod June 2014 - Present
Macquarie Private Wealth Inc. January 2010 - September 2013
Blackmont Capital Inc. 2007 - 2010
Skills
Wealth Management, Investment Advisory, Equities, Investment Strategies, Asset Allocation, Valuation, Mutual Funds, Retirement Planning, ETFs, Investments, Financial Modeling, Asset Managment, Portfolio Management, Alternative Investments, Investment Management, Wealth, Securities, Bloomberg, Options, Derivatives, Wealth Accumulation..., Wealth Accumulation, Bonds, Finance, Asset Management, Hedge Funds, High Net Worth...
Education
CSI Global Institute
Chartered Investment Manager (CIM®)
CSI Global Institute
York University 2004 — 2007
Honours B.A. Economics, Dean's Honour Roll
George Brown College 2002 — 2004
Financial Planning Management Diploma
Fanshawe College 2000 — 2002
Financial Services Diploma
ScotiaMcLeod June 2014 - Present
Macquarie Private Wealth Inc. January 2010 - September 2013
Blackmont Capital Inc. 2007 - 2010
Skills
Wealth Management, Investment Advisory, Equities, Investment Strategies, Asset Allocation, Valuation, Mutual Funds, Retirement Planning, ETFs, Investments, Financial Modeling, Asset Managment, Portfolio Management, Alternative Investments, Investment Management, Wealth, Securities, Bloomberg, Options, Derivatives, Wealth Accumulation..., Wealth Accumulation, Bonds, Finance, Asset Management, Hedge Funds, High Net Worth...
Education
CSI Global Institute
Chartered Investment Manager (CIM®)
CSI Global Institute
York University 2004 — 2007
Honours B.A. Economics, Dean's Honour Roll
George Brown College 2002 — 2004
Financial Planning Management Diploma
Fanshawe College 2000 — 2002
Financial Services Diploma
Kashif Taqiuddin, PMP Kashif Taqiuddin, PMP's Macquarie Private Wealth Inc. Experience January 2010 - January 2014
Job Senior Project Manager at Scotiabank
Industry Financial Services
Experience
Scotiabank April 2015 - Present
BMO Financial Group May 2014 - March 2015
Macquarie Private Wealth Inc. January 2010 - January 2014
BLACKMONT CAPITAL June 2006 - December 2009
BLACKMONT CAPITAL May 2002 - May 2006
YORKTON SECURITIES December 2000 - May 2002
Skills
Project Management, Requirements Gathering, SDLC, Business Analysis, Business Process, Vendor Management, Disaster Recovery, Change Management, Business Requirements, Requirements Analysis, Process Improvement, IT Strategy, Visio, Software Project..., Project Delivery, Business Process..., CRM, PMO, User Acceptance Testing, Systems Analysis, ITIL, PMP, MS Project, Back Office, Agile Methodologies
Education
Ryerson University 1996 — 2000
Bachelor of Commerce (B.Com.), Management Information Systems
University of Toronto 1994 — 1996
Bachelor of Applied Science (B.A.Sc.), Civil Engineering
Scotiabank April 2015 - Present
BMO Financial Group May 2014 - March 2015
Macquarie Private Wealth Inc. January 2010 - January 2014
BLACKMONT CAPITAL June 2006 - December 2009
BLACKMONT CAPITAL May 2002 - May 2006
YORKTON SECURITIES December 2000 - May 2002
Skills
Project Management, Requirements Gathering, SDLC, Business Analysis, Business Process, Vendor Management, Disaster Recovery, Change Management, Business Requirements, Requirements Analysis, Process Improvement, IT Strategy, Visio, Software Project..., Project Delivery, Business Process..., CRM, PMO, User Acceptance Testing, Systems Analysis, ITIL, PMP, MS Project, Back Office, Agile Methodologies
Education
Ryerson University 1996 — 2000
Bachelor of Commerce (B.Com.), Management Information Systems
University of Toronto 1994 — 1996
Bachelor of Applied Science (B.A.Sc.), Civil Engineering
Sharon Dammann Sharon Dammann's Macquarie Private Wealth Inc. Experience December 2005 - November 2013
Job Associate at Richardson GMP
Industry Financial Services
Experience
Richardson GMP November 2013 - Present
Macquarie Private Wealth Inc. December 2005 - November 2013
BMO Nesbitt Burns 2005 - 2005
CIBC Wood Gundy 2004 - 2005
BMO Nesbitt Burns 1999 - 2004
CIBC Asset Management January 1998 - August 1999
Skills
Wealth Management, Investments, Mutual Funds, Microsoft Excel, Fixed Income, Securities, Equities, Customer Satisfaction, Estate Planning, Customer Service, Alternative Investments, ETFs, Bonds, Banking, Asset Allocation, Wealth, Financial Services
Education
Athabasca University 2012 — 2013
Bachelor of Management, Business, Management, Marketing, and Related Support Services
Canadian Securities Institute
Wealth Management Essentials
Mohawk College
Business Administration, Accounting
Richardson GMP November 2013 - Present
Macquarie Private Wealth Inc. December 2005 - November 2013
BMO Nesbitt Burns 2005 - 2005
CIBC Wood Gundy 2004 - 2005
BMO Nesbitt Burns 1999 - 2004
CIBC Asset Management January 1998 - August 1999
Skills
Wealth Management, Investments, Mutual Funds, Microsoft Excel, Fixed Income, Securities, Equities, Customer Satisfaction, Estate Planning, Customer Service, Alternative Investments, ETFs, Bonds, Banking, Asset Allocation, Wealth, Financial Services
Education
Athabasca University 2012 — 2013
Bachelor of Management, Business, Management, Marketing, and Related Support Services
Canadian Securities Institute
Wealth Management Essentials
Mohawk College
Business Administration, Accounting
Mitchell Rosenberg Mitchell Rosenberg's Macquarie Private Wealth Inc. Experience January 2010 - May 2013
Job Investment Advisor, Private Client Group, Raymond James Ltd
Industry Financial Services
Experience
Raymond James Ltd May 2013 - Present
Macquarie Private Wealth Inc. January 2010 - May 2013
Blackmont Capital August 2003 - January 2010
CIBC Wood Gundy January 2001 - August 2003
Merrill Lynch Canada inc. January 1999 - January 2001
Skills
Investment Advisory, Wealth Management, Equities, Investments, Investment Strategies, Retirement Planning, Bonds, Securities, Alternative Investments, musician, ETFs, Mutual Funds, Retirement, Wealth Management..., Asset Allocation, Wealth, Portfolio Management, Asset Management, Financial Planning, Financial Advisory, Fixed Income
Education
Canadian Securities Institute
CSC,PFP.CPH.
McGill University
B.A, Economics, Industrial Relations
Raymond James Ltd May 2013 - Present
Macquarie Private Wealth Inc. January 2010 - May 2013
Blackmont Capital August 2003 - January 2010
CIBC Wood Gundy January 2001 - August 2003
Merrill Lynch Canada inc. January 1999 - January 2001
Skills
Investment Advisory, Wealth Management, Equities, Investments, Investment Strategies, Retirement Planning, Bonds, Securities, Alternative Investments, musician, ETFs, Mutual Funds, Retirement, Wealth Management..., Asset Allocation, Wealth, Portfolio Management, Asset Management, Financial Planning, Financial Advisory, Fixed Income
Education
Canadian Securities Institute
CSC,PFP.CPH.
McGill University
B.A, Economics, Industrial Relations
Penelope (Penny) Cromwell Penelope (Penny) Cromwell's Macquarie Private Wealth Inc. Experience July 2011 - December 2013
Job Executive Assistant To SVP Rogers Customer Care
Industry Telecommunications
Experience
Rogers Communications September 2015 - Present
TD Securities March 2015 - August 2015
TD Securities November 2014 - March 2015
TD February 2014 - November 2014
Richardson GMP November 2013 - January 2014
Macquarie Private Wealth Inc July 2011 - December 2013
Macquarie Financial LTD, Canada March 2010 - July 2011
Macquarie Financial Ltd. November 2009 - March 2010
VenGrowth September 2002 - September 2009
Fidelity Investments October 1997 - September 2002
Skills
Relationship Management, Investments, Financial Services, Equities, Portfolio Management, Project Management, Event Management, Strategic Planning, Coaching, Budgets, Banking, Workshop Facilitation, Marketing, Strategy, Administrative..., Management Consulting, Recruiting, Event Planning, Training, Management, Human Resources, Sales, Customer Service, Leadership, Finance
Education
Ryerson University 2012 — 2015
Certificate/Degree, Leadership Management of Non for Profit Charities in Canada
Ryerson University 2007 — 2007
Certificate, Business Communication/Admin
Canadian Management Centre 2005 — 2005
Certificate, Team Leadeer Coaching
University of Toronto - University College 1992 — 1996
Certificate, Business communications and Behavioural Management
Clarkson Secondary 1979 — 1982
OSSGD, High School/Secondary Diplomas and Certificates
Rogers Communications September 2015 - Present
TD Securities March 2015 - August 2015
TD Securities November 2014 - March 2015
TD February 2014 - November 2014
Richardson GMP November 2013 - January 2014
Macquarie Private Wealth Inc July 2011 - December 2013
Macquarie Financial LTD, Canada March 2010 - July 2011
Macquarie Financial Ltd. November 2009 - March 2010
VenGrowth September 2002 - September 2009
Fidelity Investments October 1997 - September 2002
Skills
Relationship Management, Investments, Financial Services, Equities, Portfolio Management, Project Management, Event Management, Strategic Planning, Coaching, Budgets, Banking, Workshop Facilitation, Marketing, Strategy, Administrative..., Management Consulting, Recruiting, Event Planning, Training, Management, Human Resources, Sales, Customer Service, Leadership, Finance
Education
Ryerson University 2012 — 2015
Certificate/Degree, Leadership Management of Non for Profit Charities in Canada
Ryerson University 2007 — 2007
Certificate, Business Communication/Admin
Canadian Management Centre 2005 — 2005
Certificate, Team Leadeer Coaching
University of Toronto - University College 1992 — 1996
Certificate, Business communications and Behavioural Management
Clarkson Secondary 1979 — 1982
OSSGD, High School/Secondary Diplomas and Certificates
Kayly Henderson Kayly Henderson's Macquarie Private Wealth Inc. Experience April 2013 - August 2013
Job Research Analyst at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield August 2014 - Present
Cushman & Wakefield May 2014 - July 2014
Macquarie Private Wealth Inc. April 2013 - August 2013
Skills
Sales, Organization, Teamwork, Leadership, Time Management, Event Planning, Team Building, Merchandising, Public Relations, Analysis, Inventory Management, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint
Education
Carleton University 2010 — 2014
Bachelor of Commerce (B.Com.)
Cushman & Wakefield August 2014 - Present
Cushman & Wakefield May 2014 - July 2014
Macquarie Private Wealth Inc. April 2013 - August 2013
Skills
Sales, Organization, Teamwork, Leadership, Time Management, Event Planning, Team Building, Merchandising, Public Relations, Analysis, Inventory Management, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint
Education
Carleton University 2010 — 2014
Bachelor of Commerce (B.Com.)
Lorne Searle Lorne Searle's Macquarie Private Wealth Inc. Experience February 2010 - November 2013
Job Vice President, Investment Advisor at Richardson GMP
Industry Financial Services
Experience
Richardson GMP November 2013 - Present
Macquarie Private Wealth Inc. February 2010 - November 2013
Blackmont Capital September 2006 - February 2010
ScotiaMcLeod August 1996 - August 2006
LMS Canada Inc. June 1992 - August 1996
Cityscape Real Estate July 1989 - May 1992
IBM Canada Inc. September 1985 - June 1989
Skills
Financial Planning, Investments, Securities, Wealth, Risk, Strategic Financial..., Finance, Financial Services, Financial Risk, Risk Management, Wealth Management, Investment Advisory, Investment Strategies, Mutual Funds, Portfolio Management
Education
University of Manitoba 1981 — 1985
Bachelor, Commerce Honors Finance
Richardson GMP November 2013 - Present
Macquarie Private Wealth Inc. February 2010 - November 2013
Blackmont Capital September 2006 - February 2010
ScotiaMcLeod August 1996 - August 2006
LMS Canada Inc. June 1992 - August 1996
Cityscape Real Estate July 1989 - May 1992
IBM Canada Inc. September 1985 - June 1989
Skills
Financial Planning, Investments, Securities, Wealth, Risk, Strategic Financial..., Finance, Financial Services, Financial Risk, Risk Management, Wealth Management, Investment Advisory, Investment Strategies, Mutual Funds, Portfolio Management
Education
University of Manitoba 1981 — 1985
Bachelor, Commerce Honors Finance
Lloyd Leonard's Macquarie Private Wealth Inc. Experience October 2001 - October 2013
Job Portfolio Manager at Richardson GMP Limited
Industry Investment Management
Experience
Richardson GMP November 2013 - Present
Macquarie Private Wealth Inc. October 2001 - October 2013
Research Capital November 1983 - October 2001
Gusterra Inc 1981 - 1983
Gulf Minerals Canada Limited April 1979 - September 1980
Asamera Minerals May 1978 - March 1979
Skills
Investments, Investment Management, Asset, Wealth, Portfolio Management, Equities, Equity Research, Asset Managment, Investment Strategies, Wealth Management, Fixed Income, Asset Allocation
Education
York University 1980 — 1981
BUSINESS
Queen's University 1974 — 1978
BSc Hons, geology
Northern College of Applied Arts & Technology 1973 — 1973
Diploma, Bush Survival
Richardson GMP November 2013 - Present
Macquarie Private Wealth Inc. October 2001 - October 2013
Research Capital November 1983 - October 2001
Gusterra Inc 1981 - 1983
Gulf Minerals Canada Limited April 1979 - September 1980
Asamera Minerals May 1978 - March 1979
Skills
Investments, Investment Management, Asset, Wealth, Portfolio Management, Equities, Equity Research, Asset Managment, Investment Strategies, Wealth Management, Fixed Income, Asset Allocation
Education
York University 1980 — 1981
BUSINESS
Queen's University 1974 — 1978
BSc Hons, geology
Northern College of Applied Arts & Technology 1973 — 1973
Diploma, Bush Survival
Dwight Jefferson's Macquarie Private Wealth Inc. Experience September 2010 - October 2013
Job Senior Vice President, Portfolio Manager at Richardson GMP
Industry Financial Services
Experience
Richardson GMP November 2013 - Present
Macquarie Private Wealth Inc. September 2010 - October 2013
CIBC Wood Gundy 2001 - 2010
Merrill Lynch 1998 - 2001
Midland Walwyn 1996 - 1998
Skills
Separately Managed..., Managed Accounts, Wealth Management, Alternative Investments, Portfolio Management, Tax Advantaged Investing, Investment Banking, Financial and Estate..., Public Venture Capital, Endowments and..., Investments, Securities, Investment Strategies, Estate Planning, Mutual Funds, Asset Management, Hedge Funds, Equities, Managing Accounts, ETFs, Investment Advisory
Education
The University of British Columbia
Bachelor of Commerce (B.Com.), Finance and Urban Land Economics
Richardson GMP November 2013 - Present
Macquarie Private Wealth Inc. September 2010 - October 2013
CIBC Wood Gundy 2001 - 2010
Merrill Lynch 1998 - 2001
Midland Walwyn 1996 - 1998
Skills
Separately Managed..., Managed Accounts, Wealth Management, Alternative Investments, Portfolio Management, Tax Advantaged Investing, Investment Banking, Financial and Estate..., Public Venture Capital, Endowments and..., Investments, Securities, Investment Strategies, Estate Planning, Mutual Funds, Asset Management, Hedge Funds, Equities, Managing Accounts, ETFs, Investment Advisory
Education
The University of British Columbia
Bachelor of Commerce (B.Com.), Finance and Urban Land Economics
Nicol MacNicol's Macquarie Private Wealth Inc. Experience 2003 - September 2011
Job Vice President, Associate Portfolio Manager
Industry Financial Services
Experience
Caldwell Securities Ltd. October 2011 - Present
Macquarie Private Wealth Inc. 2003 - September 2011
Royal LePage 1977 - 1990
Education
Queen's University 1974 — 1978
Bachelor of Commerce, Business and finance
Forest Hill
UTS
Caldwell Securities Ltd. October 2011 - Present
Macquarie Private Wealth Inc. 2003 - September 2011
Royal LePage 1977 - 1990
Education
Queen's University 1974 — 1978
Bachelor of Commerce, Business and finance
Forest Hill
UTS
Bob Goldberger's Macquarie Private Wealth Inc. Experience June 2006 - November 2013
Job Vice President & Investment Advisor at Richardson GMP
Industry Financial Services
Experience
Richardson GMP November 2013 - Present
Macquarie Private Wealth Inc. June 2006 - November 2013
CIBC Wood Gundy January 2002 - June 2006
Merrill Lynch October 1998 - December 2001
Midland Walwyn November 1997 - October 1998
BMO Nesbitt Burns February 1992 - November 1997
Skills
Personal Financial..., Personal Tax Planning, Investment Strategies, Retirement Planning, Philanthropy, Passive Income, Wealth Preservation..., Wealth Management
Education
McGill University 1979 — 1982
Master of Business Administration (M.B.A.), Finance
Bishop's University 1976 — 1979
BBA, Finance/Accounting
John Abbott College 1973 — 1976
CEGEP, Business Administration and Management, General
Richardson GMP November 2013 - Present
Macquarie Private Wealth Inc. June 2006 - November 2013
CIBC Wood Gundy January 2002 - June 2006
Merrill Lynch October 1998 - December 2001
Midland Walwyn November 1997 - October 1998
BMO Nesbitt Burns February 1992 - November 1997
Skills
Personal Financial..., Personal Tax Planning, Investment Strategies, Retirement Planning, Philanthropy, Passive Income, Wealth Preservation..., Wealth Management
Education
McGill University 1979 — 1982
Master of Business Administration (M.B.A.), Finance
Bishop's University 1976 — 1979
BBA, Finance/Accounting
John Abbott College 1973 — 1976
CEGEP, Business Administration and Management, General
Alisha DaCosta's Macquarie Private Wealth Inc. Experience February 2009 - April 2011
Job Associate at Brookstreet Mortgage Investment Corporation
Industry Financial Services
Experience
Brookstreet Mortgage Investment Corporation June 2010 - Present
Macquarie Private Wealth Inc. February 2009 - April 2011
Shoppers Drug Mart August 2003 - September 2010
Skills
Mortgage Lending, Residential Mortgages, Investments, Mortgage Underwriting, Real Estate Financing, Customer Service
Education
Seneca College of Applied Arts and Technology 2011 — 2011
MORTGAGE AGENT PROGRAM
York University 2003 — 2007
Bachelor of Arts (B.A.), Psychology
Brookstreet Mortgage Investment Corporation June 2010 - Present
Macquarie Private Wealth Inc. February 2009 - April 2011
Shoppers Drug Mart August 2003 - September 2010
Skills
Mortgage Lending, Residential Mortgages, Investments, Mortgage Underwriting, Real Estate Financing, Customer Service
Education
Seneca College of Applied Arts and Technology 2011 — 2011
MORTGAGE AGENT PROGRAM
York University 2003 — 2007
Bachelor of Arts (B.A.), Psychology
Kimberly Boyce's Macquarie Private Wealth Inc. Experience March 2005 - October 2013
Job Senior Case Assessment Officer, IIROC
Industry Financial Services
Experience
IIROC (Investment Industry Regulatory Organization of Canada) October 2013 - Present
Macquarie Private Wealth Inc. March 2005 - October 2013
Skills
AML, Equities, Risk Management, Investments, Capital Markets, Hedge Funds, Securities, KYC
Education
University of Guelph
IIROC (Investment Industry Regulatory Organization of Canada) October 2013 - Present
Macquarie Private Wealth Inc. March 2005 - October 2013
Skills
AML, Equities, Risk Management, Investments, Capital Markets, Hedge Funds, Securities, KYC
Education
University of Guelph
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