Manulife Securities Incorporated
Industry: Company
DescriptionParent organization: Manulife Subsidiary: Altara Securities Inc.
Manulife Securities Incorporated List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Manulife Securities Incorporated. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Manulife Securities Incorporated Salaries. You can even request information on how much does Manulife Securities Incorporated pay if you want to. Learn about salaries, pros and cons of working for Manulife Securities Incorporated directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
26 Manulife Securities Incorporated employees in database. Find out everything there's to know about Manulife Securities Incorporated employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Manulife Securities Incorporated Employees
Employee
Years
Job
Industry
Suzanne Martins Suzanne Martins's Manulife Securities Incorporated Experience October 2007 - Present
Job B.COMM.,CFP
Industry Financial Services
Experience
Manulife Securities Incorporated October 2007 - Present
West End Community Centre 2009 - 2015
YWCA 2008 - January 2009
Berkshire Securities October 2001 - 2007
Granville West Group October 1995 - October 2001
Skills
Retirement Planning, Retirement, Long Term Care Insurance, Stocks, Variable Annuities, Employee Benefits, Savings, Income Protection, Investment Management, Wealth Management..., Long-term Care, Bonds, IRAs, Loans, Series 63, Series 65, Trading, Banking, Financial Markets, Debt Management, Options, Retirement Savings, Uniform Combined State..., Series 7, Financial Risk, Defined Benefit, Group Insurance, Retirement Plan..., 401k Rollovers, Financial Analysis, Separately Managed..., Relationship Management, Health Insurance, Superannuation, Financial Services, Financial Goals, Series 6, Certified Financial..., Securities, FINRA, Private Banking, 401k, Licensed Life & Health..., Risk Management, Life Insurance
Education
FINANCIAL PLANNING STANDARDS COUNCIL
CFP, Financial Planning and Services
The University of British Columbia
B.Comm., CFP, Commerce/Finance
Manulife Securities Incorporated October 2007 - Present
West End Community Centre 2009 - 2015
YWCA 2008 - January 2009
Berkshire Securities October 2001 - 2007
Granville West Group October 1995 - October 2001
Skills
Retirement Planning, Retirement, Long Term Care Insurance, Stocks, Variable Annuities, Employee Benefits, Savings, Income Protection, Investment Management, Wealth Management..., Long-term Care, Bonds, IRAs, Loans, Series 63, Series 65, Trading, Banking, Financial Markets, Debt Management, Options, Retirement Savings, Uniform Combined State..., Series 7, Financial Risk, Defined Benefit, Group Insurance, Retirement Plan..., 401k Rollovers, Financial Analysis, Separately Managed..., Relationship Management, Health Insurance, Superannuation, Financial Services, Financial Goals, Series 6, Certified Financial..., Securities, FINRA, Private Banking, 401k, Licensed Life & Health..., Risk Management, Life Insurance
Education
FINANCIAL PLANNING STANDARDS COUNCIL
CFP, Financial Planning and Services
The University of British Columbia
B.Comm., CFP, Commerce/Finance
Paco Sanchez's Manulife Securities Incorporated Experience March 2007 - Present
Job Senior Financial Advisor, Manulife Securities Incorporated, Partner,Kudsia Leith Sanchez
Industry Financial Services
Experience
Kudsia Leith Sanchez March 2007 - Present
Manulife Securities Incorporated March 2007 - Present
Arca Financial Group Inc. July 1997 - March 2007
Skills
Finance, Personal Financial..., Investment Strategies, Insurance, Banking, Financial Advisory, Portfolio Management, Investment Advisory, Retirement, Asset Allocation, Investment Management, Wealth, Estate Planning
Education
University of Waterloo 1992 — 1997
Economics / Finance
Conestoga College 1990 — 1992
Business/Managerial Economics
St David Catholic Secondary School 1984 — 1990
Kudsia Leith Sanchez March 2007 - Present
Manulife Securities Incorporated March 2007 - Present
Arca Financial Group Inc. July 1997 - March 2007
Skills
Finance, Personal Financial..., Investment Strategies, Insurance, Banking, Financial Advisory, Portfolio Management, Investment Advisory, Retirement, Asset Allocation, Investment Management, Wealth, Estate Planning
Education
University of Waterloo 1992 — 1997
Economics / Finance
Conestoga College 1990 — 1992
Business/Managerial Economics
St David Catholic Secondary School 1984 — 1990
Dean Moro Dean Moro's Manulife Securities Incorporated Experience January 2003 - October 2011
Job Financial Advisor at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. October 2011 - Present
Manulife Securities Incorporated January 2003 - October 2011
TD Waterhouse 1997 - 2003
Skills
Equities, Investments, Fixed Annuities, Financial Analysis, Mutual Funds, Retirement Planning, Insurance, Asset Management, Financial Advisory, Portfolio Management, Financial Planners, Residential Mortgages, Estate Planning, Strategic Financial..., Finance, Investment Advisory, Commercial Lending, Strategic Planning, Retirement, Critical Illness, Wealth Management, Wealth Management..., Investment Strategies, Pensions, Fixed Income, Investment Management, Credit, Credit Analysis, Business Strategy, Mortgage Lending, Alternative Investments, Sales, Risk Management, Securities, Banking, Life Insurance, Bonds, Loans, Customer Service, Financial Services, Trading, Asset Allocation, Financial Planning, Wealth, Financial Risk, Management, Relationship Management
Education
The University of British Columbia 1992 — 1996
Commerce, Business
Raymond James Ltd. October 2011 - Present
Manulife Securities Incorporated January 2003 - October 2011
TD Waterhouse 1997 - 2003
Skills
Equities, Investments, Fixed Annuities, Financial Analysis, Mutual Funds, Retirement Planning, Insurance, Asset Management, Financial Advisory, Portfolio Management, Financial Planners, Residential Mortgages, Estate Planning, Strategic Financial..., Finance, Investment Advisory, Commercial Lending, Strategic Planning, Retirement, Critical Illness, Wealth Management, Wealth Management..., Investment Strategies, Pensions, Fixed Income, Investment Management, Credit, Credit Analysis, Business Strategy, Mortgage Lending, Alternative Investments, Sales, Risk Management, Securities, Banking, Life Insurance, Bonds, Loans, Customer Service, Financial Services, Trading, Asset Allocation, Financial Planning, Wealth, Financial Risk, Management, Relationship Management
Education
The University of British Columbia 1992 — 1996
Commerce, Business
Lawrence Bourke Lawrence Bourke's Manulife Securities Incorporated Experience May 2010 - December 2012
Job Mortgage Professional at Dominion Lending Icare Mortgages
Industry Financial Services
Experience
Dominion Lending Icare Mortgages September 2014 - Present
Manulife Financial 2012 - September 2014
Manulife Securities Incorporated May 2010 - December 2012
RBC Dominion Securities January 2005 - January 2007
Skills
Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Retirement, Financial Advisory, Investment Strategies, Finance, Financial Services, Mortgage Lending, Cash Flow Analysis, Cash Flow Management, Financial Planning, Portfolio Management, Asset Management, Banking, Risk Management
Education
The University of British Columbia
Urban Land Economics
Dominion Lending Icare Mortgages September 2014 - Present
Manulife Financial 2012 - September 2014
Manulife Securities Incorporated May 2010 - December 2012
RBC Dominion Securities January 2005 - January 2007
Skills
Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Retirement, Financial Advisory, Investment Strategies, Finance, Financial Services, Mortgage Lending, Cash Flow Analysis, Cash Flow Management, Financial Planning, Portfolio Management, Asset Management, Banking, Risk Management
Education
The University of British Columbia
Urban Land Economics
Victor Lough Victor Lough's Manulife Securities Incorporated Experience July 2008 - Present
Job Investment Advisor at Manulife Securities Incorporated: My math works so that you won't have to!
Industry Financial Services
Experience
Manulife Securities Incorporated July 2008 - Present
Manulife Securities Investment Services September 2005 - July 2008
Allianz Insurance 2002 - 2005
Wawanesa Insurance 1998 - 2002
Skills
Investments, Financial Advisory, Insurance, Mutual Funds, Wealth Management, Finance, Retirement Planning, Financial Planning, Investment Advisory, Investment Strategies, Life Insurance, Bonds, Asset Management, Alternative Investments, Financial Planners, Retirement, Risk Management, Pensions, Asset Allocation, Securities, Wealth, Disability Insurance, Stocks, Strategic Financial..., Estate Planning, Public Speaking, Retirement Income..., Insurance Planning
Education
The University of Lethbridge 1993 — 1997
Bachelor's degree, Political Science and Government
Manulife Securities Incorporated July 2008 - Present
Manulife Securities Investment Services September 2005 - July 2008
Allianz Insurance 2002 - 2005
Wawanesa Insurance 1998 - 2002
Skills
Investments, Financial Advisory, Insurance, Mutual Funds, Wealth Management, Finance, Retirement Planning, Financial Planning, Investment Advisory, Investment Strategies, Life Insurance, Bonds, Asset Management, Alternative Investments, Financial Planners, Retirement, Risk Management, Pensions, Asset Allocation, Securities, Wealth, Disability Insurance, Stocks, Strategic Financial..., Estate Planning, Public Speaking, Retirement Income..., Insurance Planning
Education
The University of Lethbridge 1993 — 1997
Bachelor's degree, Political Science and Government
Marc McIver Marc McIver's Manulife Securities Incorporated Experience July 2012 - Present
Job Investment Advisor at Manulife Securities
Industry Financial Services
Experience
Manulife Securities Incorporated July 2012 - Present
Paladin Financial Inc September 1999 - Present
Portfolio Strategies Securities Inc July 2011 - July 2012
Portfolio Strategies Corporation September 2003 - June 2011
Bridge Brand Food Services 1982 - 1999
Skills
Investments, Securities, Corporate Finance, Life Insurance, Retirement Planning, Financial Planning, Estate Planning, Mutual Funds, Insurance Planning, Retirement Income..., Disability Insurance, Critical Illness, Long Term Care, Segregated Funds, Wealth Transfer, Bonds, GIC, Debt Management, Strategic Financial..., Financial Planners, Savings, Retirement, Portfolio Management, Wealth Management, Financial Advisory, Fixed Annuities, Investment Advisory, Finance, Investment Strategies, Asset Allocation, Income Protection, Pensions, Asset Management, Wealth Management..., Insurance, ETFs, Alternative Investments, Term Life Insurance, Financial Services, Investment Management, Wealth Accumulation, Permanent Life Insurance, Equities, Universal Life, Retirement Savings, Mortgage Lending, Estate Tax Planning, Variable Annuities, Licensed Life Insurance..., Debt Consolidation
Education
Mount Royal College 1986 — 1989
Criminology
Manulife Securities Incorporated July 2012 - Present
Paladin Financial Inc September 1999 - Present
Portfolio Strategies Securities Inc July 2011 - July 2012
Portfolio Strategies Corporation September 2003 - June 2011
Bridge Brand Food Services 1982 - 1999
Skills
Investments, Securities, Corporate Finance, Life Insurance, Retirement Planning, Financial Planning, Estate Planning, Mutual Funds, Insurance Planning, Retirement Income..., Disability Insurance, Critical Illness, Long Term Care, Segregated Funds, Wealth Transfer, Bonds, GIC, Debt Management, Strategic Financial..., Financial Planners, Savings, Retirement, Portfolio Management, Wealth Management, Financial Advisory, Fixed Annuities, Investment Advisory, Finance, Investment Strategies, Asset Allocation, Income Protection, Pensions, Asset Management, Wealth Management..., Insurance, ETFs, Alternative Investments, Term Life Insurance, Financial Services, Investment Management, Wealth Accumulation, Permanent Life Insurance, Equities, Universal Life, Retirement Savings, Mortgage Lending, Estate Tax Planning, Variable Annuities, Licensed Life Insurance..., Debt Consolidation
Education
Mount Royal College 1986 — 1989
Criminology
Zoe Adrian's Manulife Securities Incorporated Experience 2012 - Present
Job Investment Advisor, Blair + Adrian Wealth Advisory at Manulife Securities Incorporated
Industry Financial Services
Experience
Manulife Securities Incorporated 2012 - Present
BMO Nesbitt Burns 2010 - 2012
BMO Nesbitt Burns 2007 - 2010
Skills
Management, Strategic Planning, Wealth Management, Portfolio Management, Finance, Insurance, Banking, Investments, Business Strategy, Risk Management, Business Planning, Strategic Financial..., Strategy, Team Leadership, Financial Analysis, Business Analysis, Negotiation, Project Management, Securities, Wealth, Investment Strategies, Investment Advisory, Retirement Planning, Equities, Bonds, Asset Allocation, Financial Planning
Education
The University of British Columbia 1995 — 1996
Bachelor of Education (BEd), Secondary Education and Teaching
The University of British Columbia 1989 — 1994
Bachelor of Applied Science (BASc), Mechanical Engineering
Manulife Securities Incorporated 2012 - Present
BMO Nesbitt Burns 2010 - 2012
BMO Nesbitt Burns 2007 - 2010
Skills
Management, Strategic Planning, Wealth Management, Portfolio Management, Finance, Insurance, Banking, Investments, Business Strategy, Risk Management, Business Planning, Strategic Financial..., Strategy, Team Leadership, Financial Analysis, Business Analysis, Negotiation, Project Management, Securities, Wealth, Investment Strategies, Investment Advisory, Retirement Planning, Equities, Bonds, Asset Allocation, Financial Planning
Education
The University of British Columbia 1995 — 1996
Bachelor of Education (BEd), Secondary Education and Teaching
The University of British Columbia 1989 — 1994
Bachelor of Applied Science (BASc), Mechanical Engineering
E. Clarke Paynter E. Clarke Paynter's Manulife Securities Incorporated Experience December 2009 - Present
Job Investment Advisor at Manulife Securities Incorporated
Industry Financial Services
Experience
Manulife Securities Incorporated December 2009 - Present
CIBC Wood Gundy Inc July 1975 - December 2009
Skills
Investment Advisory, Investment Strategies, Wealth Management, Investments, Retirement Planning, Financial Advisory, Asset Management, Investment Management, Financial Planning, Estate Planning, Securities, Mutual Funds, Asset Allocation, Strategic Financial..., Retirement, Financial Planners, Equities, Wealth, Wealth Management..., Financial Services, Fixed Annuities, Pensions, Bonds, Insurance, Trading, Portfolio Development
Education
Dalhousie University 1972 — 1975
B of Comm, Finance and Markteting
Yarmouth Memorial Consolidated High School
Prince of Wales Collegiate, St. John's, Nfld 1968 — 1969
High School Certificate of Competence Program, 10
United Jr. High, St.John's, Nfld 1968 — 1969
9
Kensington Regional High School, Kensington, PEI 1967 — 1968
9
Manulife Securities Incorporated December 2009 - Present
CIBC Wood Gundy Inc July 1975 - December 2009
Skills
Investment Advisory, Investment Strategies, Wealth Management, Investments, Retirement Planning, Financial Advisory, Asset Management, Investment Management, Financial Planning, Estate Planning, Securities, Mutual Funds, Asset Allocation, Strategic Financial..., Retirement, Financial Planners, Equities, Wealth, Wealth Management..., Financial Services, Fixed Annuities, Pensions, Bonds, Insurance, Trading, Portfolio Development
Education
Dalhousie University 1972 — 1975
B of Comm, Finance and Markteting
Yarmouth Memorial Consolidated High School
Prince of Wales Collegiate, St. John's, Nfld 1968 — 1969
High School Certificate of Competence Program, 10
United Jr. High, St.John's, Nfld 1968 — 1969
9
Kensington Regional High School, Kensington, PEI 1967 — 1968
9
John Lombard CFA, CFP John Lombard CFA, CFP's Manulife Securities Incorporated Experience November 2011 - April 2013
Job Associate Portfolio Manager at MacDougall, MacDougall and MacTier, Inc.
Industry Financial Services
Experience
MacDougall, MacDougall and MacTier, Inc. July 2015 - Present
Watt Carmichael Inc. May 2013 - July 2015
Manulife Securities Incorporated November 2011 - April 2013
TD Waterhouse February 2009 - November 2011
Wellington West Capital December 2007 - February 2009
Clearsight Wealth Management February 2004 - December 2006
CIBC Imperial Service December 2001 - February 2004
Skills
Investments, Strategic Financial..., Portfolio Management, Retirement Planning, Investment Strategies, Trading, Wealth, Financial Services, Strategic Planning, Small Business, Retirement, Investment Advisory, Asset Allocation, Wealth Management, Financial Advisory
Education
University of North Texas 1978 — 1982
Bachelor of Education, Honours
MacDougall, MacDougall and MacTier, Inc. July 2015 - Present
Watt Carmichael Inc. May 2013 - July 2015
Manulife Securities Incorporated November 2011 - April 2013
TD Waterhouse February 2009 - November 2011
Wellington West Capital December 2007 - February 2009
Clearsight Wealth Management February 2004 - December 2006
CIBC Imperial Service December 2001 - February 2004
Skills
Investments, Strategic Financial..., Portfolio Management, Retirement Planning, Investment Strategies, Trading, Wealth, Financial Services, Strategic Planning, Small Business, Retirement, Investment Advisory, Asset Allocation, Wealth Management, Financial Advisory
Education
University of North Texas 1978 — 1982
Bachelor of Education, Honours
Francois Langlois Francois Langlois's Manulife Securities Incorporated Experience August 1991 - Present
Job Senior Financial Advisor, Motivational Speaker, Mountain Climber
Industry Investment Management
Experience
Manulife Securities Incorporated August 1991 - Present
www.francoislanglois.com 2001 - Present
Skills
Investments, Fundraising, Investment Management, Wealth Management, Mutual Funds, Retirement Planning, Strategic Financial..., Asset Allocation, Investment Strategies, Asset Management, Pensions, Equities, Investment Advisory, Financial Advisory, Fixed Income, Financial Services, Insurance, Public Speaking
Education
Ecole Polytechnique de Montreal 1986 — 1991
BA, Mechanical, Aeronautics
Manulife Securities Incorporated August 1991 - Present
www.francoislanglois.com 2001 - Present
Skills
Investments, Fundraising, Investment Management, Wealth Management, Mutual Funds, Retirement Planning, Strategic Financial..., Asset Allocation, Investment Strategies, Asset Management, Pensions, Equities, Investment Advisory, Financial Advisory, Fixed Income, Financial Services, Insurance, Public Speaking
Education
Ecole Polytechnique de Montreal 1986 — 1991
BA, Mechanical, Aeronautics
Kurt Rosentreter, CA, CFP, CLU, CIMA, FCSI's Manulife Securities Incorporated Experience January 2001 - Present
Job Senior Financial Advisor, Chartered Accountant, National Course Instructor, Best Selling Financial Author
Industry Financial Services
Experience
Manulife Securities Incorporated January 2001 - Present
Ernst & Young Investment Advisors Inc. September 1996 - December 1999
Ernst & Young 1994 - 1996
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Certified Financial..., Investments, Investment Advisory, Retirement, Asset Allocation, Financial Planners, Financial Advisory, Financial Services, Wealth, Investment Strategies, Investment Management, Insurance, Life Insurance, Wealth Management..., Asset Managment, Disability Insurance, Wealth Accumulation, Pensions, Personal Finance, Asset Management, Saving for Education, Critical Illness, Securities, Equities, High Net Worth..., Fixed Annuities, Financial Risk, Tax, Finance, Small Business, Employee Benefits, Mutual Funds, Financial Planning
Education
University of Manitoba 1985 — 1989
Bachelor of Commerce, Honours, Finance, Economics, Accounting
St. John's College 1985 — 1987
Pine Falls High School 1980 — 1985
Financial Planner Standards Council
CFP, Personal Financial Planning
Manulife Securities Incorporated January 2001 - Present
Ernst & Young Investment Advisors Inc. September 1996 - December 1999
Ernst & Young 1994 - 1996
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Estate Planning, Certified Financial..., Investments, Investment Advisory, Retirement, Asset Allocation, Financial Planners, Financial Advisory, Financial Services, Wealth, Investment Strategies, Investment Management, Insurance, Life Insurance, Wealth Management..., Asset Managment, Disability Insurance, Wealth Accumulation, Pensions, Personal Finance, Asset Management, Saving for Education, Critical Illness, Securities, Equities, High Net Worth..., Fixed Annuities, Financial Risk, Tax, Finance, Small Business, Employee Benefits, Mutual Funds, Financial Planning
Education
University of Manitoba 1985 — 1989
Bachelor of Commerce, Honours, Finance, Economics, Accounting
St. John's College 1985 — 1987
Pine Falls High School 1980 — 1985
Financial Planner Standards Council
CFP, Personal Financial Planning
Philip Fainer's Manulife Securities Incorporated Experience November 1999 - Present
Job
Industry Investment Management
Experience
Manulife Securities Incorporated November 1999 - Present
Investors Group February 1984 - November 1999
Skills
Microsoft Office, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Financial Analysis, Investments, Banking, Finance, Risk Management, Financial Advisory, Management, Wealth Management, Asset Management, Mutual Funds, Retirement Planning
Education
McGill University 1972 — 1974
Certified Management Accountant, Management accounting
Concordia University 1967 — 1972
Bachelor of Commerce (B.Com.), Accounting and Finance
Manulife Securities Incorporated November 1999 - Present
Investors Group February 1984 - November 1999
Skills
Microsoft Office, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Financial Analysis, Investments, Banking, Finance, Risk Management, Financial Advisory, Management, Wealth Management, Asset Management, Mutual Funds, Retirement Planning
Education
McGill University 1972 — 1974
Certified Management Accountant, Management accounting
Concordia University 1967 — 1972
Bachelor of Commerce (B.Com.), Accounting and Finance
Gustave Ruano Gustave Ruano's Manulife Securities Incorporated Experience September 2004 - Present
Job Investment Advisor, Manulife Securities Incorporated.
Industry Financial Services
Experience
Manulife Securities Incorporated September 2004 - Present
ScotiaMcLeod January 2000 - September 2004
Dubeau Securities Inc. July 1998 - January 2000
Skills
Investments, Mutual Funds, Retirement, Investment Strategies, Financial Advisory, Securities, Wealth Management, Financial Services, Employee Benefits, Equities, Retirement Planning, Financial Planners, Investment Advisory, Wealth Accumulation, Estate Planning, Wealth
Education
University of Windsor 1993 — 1995
BA, Economics
CEGEP - John Abbott College 1986 — 1988
DEC, commerce
Beaconsfield yacht club
Manulife Securities Incorporated September 2004 - Present
ScotiaMcLeod January 2000 - September 2004
Dubeau Securities Inc. July 1998 - January 2000
Skills
Investments, Mutual Funds, Retirement, Investment Strategies, Financial Advisory, Securities, Wealth Management, Financial Services, Employee Benefits, Equities, Retirement Planning, Financial Planners, Investment Advisory, Wealth Accumulation, Estate Planning, Wealth
Education
University of Windsor 1993 — 1995
BA, Economics
CEGEP - John Abbott College 1986 — 1988
DEC, commerce
Beaconsfield yacht club
Monica J. Weissmann, (Firu) CFP, CIM, MEE Monica J. Weissmann, (Firu) CFP, CIM, MEE's Manulife Securities Incorporated Experience December 2013 - Present
Job Truly Independent Wealth Manager 4hard working people currently Financial Advisor at Manulife Securities Incorporated.
Industry Financial Services
Experience
Manulife Securities Incorporated. December 2013 - Present
Skills
Retirement Planning, Strategic Financial..., Retirement, Wealth Management, Estate Planning, Portfolio Management, Small Business, Securities, Financial Services, Finance, Insurance, Relationship Management, Residential Mortgages, Investment Strategies, Term Life Insurance, High Net Worth..., Financial Planners, Mutual Funds, Risk Management, Asset Management, Asset Allocation, Disability Insurance, Financial Planning, Annuities, Long-term Care, Independence, Pensions, Retirement Income..., Succession Planning, Wealth Transfer, Hedge Funds, Financial Advice, Life Insurance, Long Term Care, Asset Protection, Insurance Planning, Wealth Preservation, Charitable Giving, Fixed Income, CRM, Financial Advisory, Investment Advisory, Private Equity, Charities, Analysis, Wealth, Investments, Management, Fixed Annuities, Strategy
Education
FPSC 2002 — 2002
Certified Financial Planner, Major
York University - Schulich School of Business 1988 — 2000
various, Management, business, marketing
Various through IBM Israel Ltd. 1974 — 1988
various, Computers, Sales, Marketing, Management, Business
Universitatea „Politehnica” din București 1961 — 1966
Master Of Electronics Engineering, Electronics Engineering
Polytechnical Institute Bucharest
Master’s Degree, Electrical and Electronics Engineering, "Cum Laudae", "Honours"
Manulife Securities Incorporated. December 2013 - Present
Skills
Retirement Planning, Strategic Financial..., Retirement, Wealth Management, Estate Planning, Portfolio Management, Small Business, Securities, Financial Services, Finance, Insurance, Relationship Management, Residential Mortgages, Investment Strategies, Term Life Insurance, High Net Worth..., Financial Planners, Mutual Funds, Risk Management, Asset Management, Asset Allocation, Disability Insurance, Financial Planning, Annuities, Long-term Care, Independence, Pensions, Retirement Income..., Succession Planning, Wealth Transfer, Hedge Funds, Financial Advice, Life Insurance, Long Term Care, Asset Protection, Insurance Planning, Wealth Preservation, Charitable Giving, Fixed Income, CRM, Financial Advisory, Investment Advisory, Private Equity, Charities, Analysis, Wealth, Investments, Management, Fixed Annuities, Strategy
Education
FPSC 2002 — 2002
Certified Financial Planner, Major
York University - Schulich School of Business 1988 — 2000
various, Management, business, marketing
Various through IBM Israel Ltd. 1974 — 1988
various, Computers, Sales, Marketing, Management, Business
Universitatea „Politehnica” din București 1961 — 1966
Master Of Electronics Engineering, Electronics Engineering
Polytechnical Institute Bucharest
Master’s Degree, Electrical and Electronics Engineering, "Cum Laudae", "Honours"
Bert Griffin, CFP 780-488-9889 ext 1 Bert Griffin, CFP 780-488-9889 ext 1's Manulife Securities Incorporated Experience February 1994 - Present
Job Senior Financial Advisor, Manulife Securities Incorporated
Industry Financial Services
Experience
Manulife Securities Incorporated February 1994 - Present
CM Oliver 1995 - 2000
Skills
Tax and Estate Planning, Wealth Planning, Retirement Planning, Investment Planning, Risk Management, Insurance Planning, Wealth Management..., Investments, Portfolio Management, Financial Planners, Wealth Management, Investment Strategies, Mutual Funds, Strategic Financial..., Financial Advisory, Financial Services, Finance, Estate Planning, Insurance, Retirement, Securities, Investment Advisory
Education
The University of Lethbridge 1991 — 1993
B.MgMt, Finance and Accounting
Red Deer College 1988 — 1991
University transfer program, Commerce
Manulife Securities Incorporated February 1994 - Present
CM Oliver 1995 - 2000
Skills
Tax and Estate Planning, Wealth Planning, Retirement Planning, Investment Planning, Risk Management, Insurance Planning, Wealth Management..., Investments, Portfolio Management, Financial Planners, Wealth Management, Investment Strategies, Mutual Funds, Strategic Financial..., Financial Advisory, Financial Services, Finance, Estate Planning, Insurance, Retirement, Securities, Investment Advisory
Education
The University of Lethbridge 1991 — 1993
B.MgMt, Finance and Accounting
Red Deer College 1988 — 1991
University transfer program, Commerce
Niazi Kumbarji Niazi Kumbarji's Manulife Securities Incorporated Experience April 2003 - Present
Job Internal Compliance Officer at Manulife Securities Incorporated (Dorval Branch)
Industry Financial Services
Experience
Manulife Securities Incorporated April 2003 - Present
Arabian Oil Company 1966 - 2000
Education
American University of Beirut 1959 — 1963
Manulife Securities Incorporated April 2003 - Present
Arabian Oil Company 1966 - 2000
Education
American University of Beirut 1959 — 1963
Hany Ghattas, F.Pl., MBA, CFP's Manulife Securities Incorporated Experience January 2007 - March 2010
Job Financial Planner at TD Waterhouse
Industry Investment Management
Experience
TD Waterhouse Financial Planning August 2011 - Present
Scotia Bank March 2010 - August 2011
Manulife Securities Incorporated January 2007 - March 2010
École Polytechnique de Montréal April 2004 - August 2005
MATROX March 1995 - July 2001
Skills
Portfolio Management, Risk Management, Investments, Financial Planning, Strategic Financial..., Wealth Management, Financial Analysis, Asset Managment, Banking, Equities, Mutual Funds, Business Analysis, Business Strategy, Strategic Planning, Financial Modeling, Project Planning, Business Development, Project Management, Coaching
Education
Financial Planning Standards Council 2010 — 2010
CFP, Financial Planning
Institut québecois de planification financière 2009 — 2009
Financial Planner, Personal Financial Planning
McGill University 2004 — 2006
MBA, Finance
Université de Montréal - Ecole polytechnique de Montréal 2001 — 2003
Master Degree, Electrical Engineering
Université de Montréal - Ecole polytechnique de Montréal 1991 — 1994
Bachelor in Eng., Electrical Engineering
TD Waterhouse Financial Planning August 2011 - Present
Scotia Bank March 2010 - August 2011
Manulife Securities Incorporated January 2007 - March 2010
École Polytechnique de Montréal April 2004 - August 2005
MATROX March 1995 - July 2001
Skills
Portfolio Management, Risk Management, Investments, Financial Planning, Strategic Financial..., Wealth Management, Financial Analysis, Asset Managment, Banking, Equities, Mutual Funds, Business Analysis, Business Strategy, Strategic Planning, Financial Modeling, Project Planning, Business Development, Project Management, Coaching
Education
Financial Planning Standards Council 2010 — 2010
CFP, Financial Planning
Institut québecois de planification financière 2009 — 2009
Financial Planner, Personal Financial Planning
McGill University 2004 — 2006
MBA, Finance
Université de Montréal - Ecole polytechnique de Montréal 2001 — 2003
Master Degree, Electrical Engineering
Université de Montréal - Ecole polytechnique de Montréal 1991 — 1994
Bachelor in Eng., Electrical Engineering
Jeff McKay, LL.B.'s Manulife Securities Incorporated Experience February 2015 - Present
Job Investment Advisor Manulife Securities Incorporated "Your trusted financial and investment advocate"
Industry Investment Management
Experience
Manulife Securities Incorporated February 2015 - Present
BMO Nesbitt Burns Inc. February 2008 - February 2015
Baker Schneider Ruggierio LLP Barristers and Solicitors April 1997 - January 2008
Bassel Sullivan Barristers and Solicitors March 1990 - March 1997
Skills
Estate Planning, Investments, Retirement Planning, Wealth Management, Retirement, Financial Services, Succession Planning, Tax, Investment Advisory, Financial Planners, Equities, Mutual Funds, Financial Advisory, Financial Analysis, Legal Research, Investment Strategies, Corporate Law, Litigation, Finance, Securities, Research, Management, Wealth, Corporate Finance
Education
University of Toronto Law School 1985 — 1988
LL.B., Law
Queen's University 1981 — 1985
B.A.(Hons), Political Studies
St. Pius X High School, Ottawa, Ontario 1976 — 1981
Manulife Securities Incorporated February 2015 - Present
BMO Nesbitt Burns Inc. February 2008 - February 2015
Baker Schneider Ruggierio LLP Barristers and Solicitors April 1997 - January 2008
Bassel Sullivan Barristers and Solicitors March 1990 - March 1997
Skills
Estate Planning, Investments, Retirement Planning, Wealth Management, Retirement, Financial Services, Succession Planning, Tax, Investment Advisory, Financial Planners, Equities, Mutual Funds, Financial Advisory, Financial Analysis, Legal Research, Investment Strategies, Corporate Law, Litigation, Finance, Securities, Research, Management, Wealth, Corporate Finance
Education
University of Toronto Law School 1985 — 1988
LL.B., Law
Queen's University 1981 — 1985
B.A.(Hons), Political Studies
St. Pius X High School, Ottawa, Ontario 1976 — 1981
Robert Higgerty's Manulife Securities Incorporated Experience
Job Independent Financial Services Professional
Industry Financial Services
Experience
Manulife Securities Incorporated
Skills
Retirement Planning, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Estate Planning, Investment Advisory, Wealth, Financial Planners, Investments, Financial Advisory
Education
Carleton University 1983 — 1986
Economics
Manulife Securities Incorporated
Skills
Retirement Planning, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Estate Planning, Investment Advisory, Wealth, Financial Planners, Investments, Financial Advisory
Education
Carleton University 1983 — 1986
Economics
John Kountourakis, B.A., FMA, CIM, FCSI's Manulife Securities Incorporated Experience April 2012 - Present
Job Investment Advisor at Manulife Securities Incorporated Advisory Council & Ethics Committee Member of FCSI
Industry Financial Services
Experience
Manulife Securities Incorporated April 2012 - Present
PEAK Securities Inc. October 2000 - April 2012
Skills
Investments, Wealth Management, Asset Allocation, Portfolio Management, Insurance, Wealth, Finance, Strategic Financial..., Retirement Planning, Retirement, Financial Services, Financial Advisory, Securities, Investment Advisory, Mutual Funds, Investment Strategies, Financial Planners, ETFs, Asset Management, Equities, Estate Planning, Bonds, Financial Planning
Education
Concordia University 1988 — 1992
B.A.
Dawson College 1985 — 1987
DEC
Billings High School
Manulife Securities Incorporated April 2012 - Present
PEAK Securities Inc. October 2000 - April 2012
Skills
Investments, Wealth Management, Asset Allocation, Portfolio Management, Insurance, Wealth, Finance, Strategic Financial..., Retirement Planning, Retirement, Financial Services, Financial Advisory, Securities, Investment Advisory, Mutual Funds, Investment Strategies, Financial Planners, ETFs, Asset Management, Equities, Estate Planning, Bonds, Financial Planning
Education
Concordia University 1988 — 1992
B.A.
Dawson College 1985 — 1987
DEC
Billings High School
Davor Polak's Manulife Securities Incorporated Experience January 2005 - Present
Job Financial Advisor at Manulife Securities Incorporated
Industry Financial Services
Experience
Manulife Securities Incorporated January 2005 - Present
Skills
Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Retirement, Investment Advisory, Investments, Investment Strategies, Estate Planning, Asset Allocation, Financial Advisory, Securities, Portfolio Management, Fixed Annuities, Equities, Financial Planners
Education
Carleton University
Bachelor of Commerce (B.Com.), B.A. Economics
Manulife Securities Incorporated January 2005 - Present
Skills
Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Retirement, Investment Advisory, Investments, Investment Strategies, Estate Planning, Asset Allocation, Financial Advisory, Securities, Portfolio Management, Fixed Annuities, Equities, Financial Planners
Education
Carleton University
Bachelor of Commerce (B.Com.), B.A. Economics
David Groll, CPA, CA's Manulife Securities Incorporated Experience March 2009 - Present
Job Senior Financial Advisor
Industry Financial Services
Experience
Manulife Securities Incorporated March 2009 - Present
ScotiaMcLeod 1998 - 2009
Union Gas 1993 - 1998
BDO Dunwoody 1989 - 1991
Ernst & Young 1988 - 1989
Kessel Feinstein 1986 - 1988
Skills
Investment Advisory, Wealth Management, Investment Strategies, Asset Allocation, Strategic Financial..., Securities, Equities, Investments, Asset Managment, Portfolio Management, Retirement Planning, High Net Worth..., ETFs, Mutual Funds, Wealth Accumulation, Investment Management, Financial Advisory, Financial Services, Personal Finance, Wealth Management..., Asset Management, Estate Planning, Finance, Financial Markets
Education
Canadian Securities Institute 1996 — 1998
Various courses
Canadian Institute of Chartered Accountants 1990 — 1990
South African Institute of Chartered Accountants 1989 — 1989
University of Cape Town 1986 — 1986
Certificate in the Theory of Accounting
University of Cape Town 1981 — 1984
Bcom
Hottentots Holland High School 1976 — 1980
Manulife Securities Incorporated March 2009 - Present
ScotiaMcLeod 1998 - 2009
Union Gas 1993 - 1998
BDO Dunwoody 1989 - 1991
Ernst & Young 1988 - 1989
Kessel Feinstein 1986 - 1988
Skills
Investment Advisory, Wealth Management, Investment Strategies, Asset Allocation, Strategic Financial..., Securities, Equities, Investments, Asset Managment, Portfolio Management, Retirement Planning, High Net Worth..., ETFs, Mutual Funds, Wealth Accumulation, Investment Management, Financial Advisory, Financial Services, Personal Finance, Wealth Management..., Asset Management, Estate Planning, Finance, Financial Markets
Education
Canadian Securities Institute 1996 — 1998
Various courses
Canadian Institute of Chartered Accountants 1990 — 1990
South African Institute of Chartered Accountants 1989 — 1989
University of Cape Town 1986 — 1986
Certificate in the Theory of Accounting
University of Cape Town 1981 — 1984
Bcom
Hottentots Holland High School 1976 — 1980
Michael Tzembelicos's Manulife Securities Incorporated Experience August 2015 - Present
Job CIM®, FCSI®, Investment Advisor, Manulife Securities Incorporated
Industry Financial Services
Experience
Manulife Securities Incorporated August 2015 - Present
CIBC Wood Gundy June 2008 - August 2015
ScotiaMcLeod September 2005 - June 2008
RBC Dominion Securities 1998 - 2002
Skills
Investments, Management, Small Business, Wealth Management, Investment Advisory, Mutual Funds, Investment Strategies, Retirement Planning, Equities, Securities, Alternative Investments, Fixed Income, Asset Allocation, Asset Managment, ETFs, Estate Planning, Financial Advisory, Portfolio Management, Wealth, Bonds, Capital Markets, Financial Modeling, Asset Management, Financial Planners, Strategic Financial...
Education
Queen's University 1995 — 1999
BA, Political Science, Economics
Manulife Securities Incorporated August 2015 - Present
CIBC Wood Gundy June 2008 - August 2015
ScotiaMcLeod September 2005 - June 2008
RBC Dominion Securities 1998 - 2002
Skills
Investments, Management, Small Business, Wealth Management, Investment Advisory, Mutual Funds, Investment Strategies, Retirement Planning, Equities, Securities, Alternative Investments, Fixed Income, Asset Allocation, Asset Managment, ETFs, Estate Planning, Financial Advisory, Portfolio Management, Wealth, Bonds, Capital Markets, Financial Modeling, Asset Management, Financial Planners, Strategic Financial...
Education
Queen's University 1995 — 1999
BA, Political Science, Economics
Claudio Di Giambattista's Manulife Securities Incorporated Experience November 2006 - Present
Job Investment Advisor
Industry Financial Services
Experience
Manulife Securities Incorporated November 2006 - Present
Skills
Retirement Planning, Securities, Investments, Asset Management, Wealth Management, Business Analysis, Business Development, Estate Planning
Education
Concordia University 1996 — 2000
Bcom, Management Information Systems
Vanier College 1993 — 1996
DEC, Computer Science
Lester B. Pearson High School 1988 — 1991
Manulife Securities Incorporated November 2006 - Present
Skills
Retirement Planning, Securities, Investments, Asset Management, Wealth Management, Business Analysis, Business Development, Estate Planning
Education
Concordia University 1996 — 2000
Bcom, Management Information Systems
Vanier College 1993 — 1996
DEC, Computer Science
Lester B. Pearson High School 1988 — 1991
Ryan Kurtz's Manulife Securities Incorporated Experience September 2010 - Present
Job Financial Advisor at Manulife Securities Incorporated
Industry Financial Services
Experience
Manulife Securities Incorporated September 2010 - Present
Skills
Investments, Retirement Planning, Portfolio Management, Finance, Wealth Management, Strategic Financial..., Mutual Funds, Investment Advisory, Retirement, Investment Strategies, Estate Planning, Financial Services, Risk Management, Financial Planning, Financial Advisory, Financial Analysis
Education
Financial Planning Standards Council
Canadian Securities Institute
University of Manitoba 2005 — 2009
B. Comm (Hons), Finance
Silver Heights Collegiate 1996 — 1999
Manulife Securities Incorporated September 2010 - Present
Skills
Investments, Retirement Planning, Portfolio Management, Finance, Wealth Management, Strategic Financial..., Mutual Funds, Investment Advisory, Retirement, Investment Strategies, Estate Planning, Financial Services, Risk Management, Financial Planning, Financial Advisory, Financial Analysis
Education
Financial Planning Standards Council
Canadian Securities Institute
University of Manitoba 2005 — 2009
B. Comm (Hons), Finance
Silver Heights Collegiate 1996 — 1999
John Wetherilt's Manulife Securities Incorporated Experience May 2010 - Present
Job Financial Advisor at Manulife Securities
Industry Financial Services
Experience
Manulife Securities Incorporated May 2010 - Present
Bank September 1999 - May 2010
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Strategic Financial..., Investment Strategies, Retirement, Estate Planning, Investments, Portfolio Management, Asset Allocation, Financial Advisory, Financial Planners, Financial Planning, Wealth, Asset Management
Education
Carleton University
Manulife Securities Incorporated May 2010 - Present
Bank September 1999 - May 2010
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Strategic Financial..., Investment Strategies, Retirement, Estate Planning, Investments, Portfolio Management, Asset Allocation, Financial Advisory, Financial Planners, Financial Planning, Wealth, Asset Management
Education
Carleton University
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY