Mawer Investment Management
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Mawer Investment Management Employees
Mawer Investment Management June 2012 - Present
Skills
Investments, Valuation, Financial Modeling, Bloomberg, Portfolio Management, Financial Analysis, Corporate Finance, Finance, Risk Management, Investment Banking, Asset Management, Investment Strategies
Education
CFA Institute 2013 — 2015
Completed- Pending work experience
Canadian Securities Institute 2010 — 2012
Canadian Investment Manager
The University of Calgary 2008 — 2012
Bachelor of Commerce (B.Comm w/ Distinction), Finance
Mawer Investment Management August 2010 - Present
Goldman Sachs October 2004 - March 2010
Radio Lollipop May 2003 - September 2005
Associated Newspapers Ltd 2002 - 2004
Amazon.co.uk 2002 - 2002
Confetti Network Ltd 2000 - 2002
Skills
Project Management, Social Media, Equities, Asset Management, Investments, Asset Managment, Business Strategy, Portfolio Management, Strategic Planning, Management, Fixed Income, Financial Services, Risk Management, Mutual Funds, Hedge Funds, Business Analysis, Finance, Securities, Investment Operations
Education
Alberta College of Art and Design 2001 — 2005
BFA, Sculpture
AltaGas February 2013 - Present
Osborne Interim Management June 2012 - September 2012
Japanese Students Association September 2010 - September 2012
Trimac Transportation May 2011 - August 2011
Mawer Investment Management April 2010 - September 2010
Skills
Financial Modeling, Microsoft Excel, Analysis, Budgets, Market Research, Finance, Investments, Management, PowerPoint, Financial Analysis, Equities, Research, Financial Reporting, Corporate Finance, Team Leadership, Accounting, Risk Management, Strategic Planning, Business Analysis, Data Analysis, VBA, Business Strategy, Economics, DCF
Education
University of Calgary 2007 — 2011
BCOMM, Finance
GE Capital February 2006 - Present
GE Capital April 2005 - February 2006
Mawer Investment Management August 2002 - March 2005
Mizuho Corporate Bank May 1995 - February 2002
Far East Bank & Trust Co April 1991 - July 1993
Skills
Portfolio Management, Credit, Risk Management, Banking, Financial Services, Loans, Credit Risk, Loan Origination, Loan Servicing, Risk Assessment, Relationship Management, Process Improvement, Financial Modeling
Education
Schiller International University 1993 — 1994
MBA, International Business
De La Salle University 1987 — 1990
BS Science in Commerce, Business Management
St. Scholastica's College Manila 1983 — 1987
High School
Guardian Capital November 2004 - Present
TD Private Investment Counsel June 2001 - July 2004
Mawer Investment Management July 1999 - June 2001
Skills
Private Wealth..., Wealth Management, Wealth Management..., Investments
Education
The University of British Columbia 1992 — 1994
MBA
University of Maine 1988 — 1992
BA, Economics
Samaritan's Purse Canada October 2013 - Present
McNeil Group Inc September 2011 - November 2012
New Life Community Church 2008 - 2011
Mawer Investment Management 2007 - 2008
BMO Nesbitt Burns 2006 - 2007
CIBC Wood Gundy January 1999 - August 2006
Skills
Public Speaking, Organizational Change, Ethics
Education
Mount Royal University 2009 — 2011
Degree, Human Resource Management
Grant Macewan College 1999 — 2001
Degree, Public Relations
Mawer Investment Management October 2014 - Present
Alberta Securities Commission January 2014 - September 2014
MFDA January 2012 - January 2014
CIBC January 2011 - December 2011
UTI Mutual Fund August 2007 - June 2010
ICICI Prudential AMC Ltd April 2005 - August 2007
Skills
Mutual Funds, Accounting, Taxation, Portfolio Management, Banking, Investments, Management, Strategic Financial..., Wealth Management, Asset Management, Investment Advisory, Risk Management, Financial Services, Financial Analysis, Equities, Financial Risk, Capital Markets, Securities, Financial Accounting, Auditing, Tax
Education
CMA, CA(India), CSI Courses - CSC, CPH, WME, BM Course 2011 — 2014
CMA, CA(India), CSI Courses - CSC, CPH, WME, BM Course
The Institute of Chartered Accountants of India 1997 — 2001
CA, Accounting and Finance
Punjabi University 1994 — 1997
B.Com, Accounting and Business/Management
B C M Arya Model Sr Sec School 1972 — 1994
Sr Sec, Commerce
Mawer Investment Management May 2014 - August 2014
Control Risks 2013 - 2014
PXP Vietnam Asset Management December 2009 - May 2012
VinaSecurities January 2008 - January 2009
Mekong Securities JSC (MSC) March 2007 - December 2008
PricewaterhouseCoopers March 2005 - March 2007
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Asset Managment, Corporate Finance, Investments, Portfolio Management, Due Diligence, Financial Analysis, Risk Management, Securities, Venture Capital, Equities, Real Estate, Banking, Market Research, Analysis, Financial Reporting, Mergers, Trading, Equity Research
Education
University of Toronto - Rotman School of Management 2013 — 2015
Master of Business Administration (MBA)
Victoria University 2003 — 2004
Master, Finance
Swinburne University of Technology 2000 — 2003
Bachelor of Business, Finance
CFA Level 3 Candidate
Mawer Investment Management August 2014 - Present
UBC Portfolio Management Foundation April 2013 - March 2014
Marret Asset Management May 2013 - August 2013
UBC Portfolio Management Foundation January 2012 - March 2013
PCJ Investment Counsel May 2012 - August 2012
Cowichan Lumber May 2010 - August 2010
Education
The University of British Columbia 2010 — 2014
Collingwood School 2005 — 2010
Vemma Nutrition Company October 2013 - Present
Mawer Investment Management May 2005 - Present
Spruce Meadows May 2000 - April 2005
Symcor Services Inc. (Formerly the Royal Bank Data Center) May 1997 - April 2002
Sheraton Suites Calgary Eau Claire May 2000 - August 2001
Skills
Precise, Organized, Efficient, Open-min, Determined, Honest, Professional, Hard working, Dedicated, Disciplined, Team Oriented, Enthusiastic, Quick Learner, Excellent Work Ethics, Strong Communication..., Microsoft Office, LatentZero, Advent, SSCNet, Viewfinder, Bloomberg, Fixed Income, Managed Hosting, Teamwork, Trading
Education
CFA Institute 2013 — 2013
Claritas Investment Certificate
Canadian Securities Institute 2012 — 2012
Trader Training Course
Canadian Securities Institute 2005 — 2006
Canadian Securities Course (CSC)
Mount Royal College 2002 — 2002
Introduction to the Stock Market
DeVry Institute of Technology 1996 — 1999
Bachelor of Science - Business Operations, Business
Mawer Investment Management December 2013 - July 2014
Husky Energy February 2013 - December 2013
FGL Sports Ltd December 2011 - February 2013
Vermilion Energy July 2011 - September 2011
WorleyParsons April 2011 - July 2011
AltaLink June 2010 - April 2011
Optimal Payments PLC October 2008 - June 2010
Critical Mass May 2006 - September 2008
Alberta Health Services November 2005 - May 2006
Wild Rose Networks January 2004 - November 2005
Skills
Databases, Oracle, Data Warehousing, Microsoft SQL Server, PL/SQL, SQL, Data Modeling, T-SQL, MySQL, Performance Tuning, Replication, Security, Data Migration, Database Administration, ETL, Visio, Cluster, SSIS, XML, Agile Methodologies, SSRS, SQL Tuning, Business Intelligence, Disaster Recovery, SQL Server, SQL Loader, Crystal Reports, Clustering, Testing, Unix Shell Scripting, Visual Basic, Visual Studio, RMAN, Stored Procedures, Shell Scripting, ArcGIS, Integration, SSAS
Education
University of Calgary 2004 — 2004
C++ for Object Oriented Software Technology (OOST)
Southern Alberta Institute of Technology 2003 — 2004
Oracle Database Administration (DBA) Program
Mawer Investment Management 2013 - Present
Consulting 2012 - Present
MacLaren McCann 2012 - 2012
Critical Mass 2009 - 2012
LoyaltyOne 2007 - 2009
LoyaltyOne 2005 - 2006
LoyaltyOne 2001 - 2004
LoyaltyOne 1999 - 2001
LoyaltyOne 1997 - 1999
LoyaltyOne 1993 - 1997
Skills
Integrated Marketing, Interactive Marketing, Digital Strategy, Digital Marketing, Loyalty Marketing, Loyalty Programs, Marketing Strategy, Direct Marketing, Marketing Communications, Online Advertising, Database Marketing, Relationship Marketing, Advertising, Multi-channel Marketing, CRM, Marketing, Email Marketing, Strategy, Customer Insight, Segmentation, Analytics, Brand Development, Mobile Marketing, Web Analytics, Brand Management, Online Marketing, E-commerce, SEM
Education
University of Calgary 1997 — 2000
MBA
University of Calgary 1986 — 1991
BA, Communications
Mawer Investment Management March 2015 - Present
Mawer Investment Management August 2011 - March 2015
Mawer Investment Management February 2009 - August 2011
Skills
Business Analysis, Financial Reporting, Corporate Finance, Team Leadership, Portfolio Management, Mutual Funds, Asset Allocation
Education
Dalhousie University 2004 — 2007
B.Comm, Finance
Mawer Investment Management November 2014 - Present
Aurion Capital Management October 2009 - November 2014
Creststreet Asset Management September 2006 - October 2009
Tricycle Asset Management 2004 - 2006
Great-West Life May 1996 - April 2004
Skills
Fixed Income, Bonds, Investments, Portfolio Management, Equities, Mutual Funds, Investment Strategies, Asset Management, Alternative Investments, Business Development, Investment Advisory, Strategic Financial..., Wealth Management, Securities
Education
York University - Schulich School of Business 1998 — 2001
MBA, Finance & Strategy
University of Guelph 1991 — 1995
BA (Hons)
Upper Canada College 1985 — 1991
Creative Nobility 2014 - Present
dmg :: events December 2012 - August 2014
Mawer Investment Management April 2012 - December 2012
Calgary Real Estate Board June 2011 - February 2012
Strut Creative April 2011 - June 2011
Nexen Inc. May 2010 - January 2011
Strut Creative January 2010 - April 2010
Strut Creative May 2009 - August 2009
Skills
Layout, Typography, Corporate Communications, Posters, Graphic Design, Standard First Aid, Basic Life Support, Logo Design, Graphics, Social Media, Business Cards, Newsletters, Advertising, Web Design
Education
Mount Royal University 2007 — 2011
Bachelors of Applied Communication, Electronic Publishing
Professional Medical Associates 2013 — 2013
Emergency Medical Responder
Suncor Energy May 2014 - February 2015
Suncor Energy June 2013 - May 2014
Suncor Energy February 2012 - June 2013
Suncor Energy June 2012 - February 2013
Global Vision December 2011 - March 2012
Suncor Energy May 2011 - August 2011
Suncor Energy September 2010 - December 2010
Mawer Investment Management 2009 - 2010
Skills
Natural Gas, Petroleum, Energy, Project Control, Piping, Global Strategy..., Risk Management, Enterprise Risk..., Project Estimation, Renewable Energy, Project Engineering, Pipelines, Leadership, Gas, Cost Control, Energy Industry, Project Management, Oil/Gas, EPC
Education
The University of Calgary
Bachelor of Commerce, Energy Management
Mawer Investment Management May 2013 - Present
McLean Budden April 2011 - April 2013
Towers Watson April 2008 - April 2011
National Bank Financial September 2005 - June 2007
Watson Wyatt January 2001 - September 2005
Skills
Equity Research, Investments, Investment Strategies, Asset Allocation, Fixed Income, Equities, Asset Managment, Bloomberg, Portfolio Management, Alternative Investments, Performance Attribution, Valuation, Investment Management, Asset Management, Pensions, Hedge Funds, Derivatives, Pension Funds
Education
Université Laval 1996 — 1999
B. Sc., Actuarial Sciences
Mawer Investment Management February 2015 - Present
Mawer Investment Management February 2012 - February 2015
T.E. Wealth May 2010 - February 2012
Chrysler Financial November 2005 - June 2007
Education
The University of Lethbridge 2007 — 2010
Bachelor of Management, Finance
Mawer Investment Management April 2015 - Present
Barometer Capital Management Inc. May 2007 - March 2015
National Bank Financial May 2000 - May 2005
Scotiabank September 1997 - May 2000
Skills
Investment Advisory, Investment Management, Portfolio Management, Investment Banking, Venture Capital, Financial Analysis, Private Equity, Financial Advisory, Wealth, Wealth Management..., Estate Planning, Trading, Financial Services, Private Banking, Investments, Wealth Management, High Net Worth..., Equities, Asset Management, Capital Markets, Mutual Funds, Investment Strategies, Fixed Income, Hedge Funds
Education
CFA Institute 1995 — 1998
CFA
University of Toronto - Rotman School of Management 1995 — 1997
MBA, Finance, General
The London School of Economics and Political Science (LSE) 1991 — 1992
Graduate Diploma in Business Studies, Business
The University of Western Ontario - Huron University College 1987 — 1991
BA, Economics and French
Havergal College 1983 — 1987
Toronto French School 1976 — 1983
Plains Midstream Canada February 2015 - Present
ATCO Energy Solutions January 2012 - February 2015
University of Calgary September 2010 - December 2011
Mawer Investment Management 2009 - 2009
Shell May 2007 - August 2007
Shell January 2007 - April 2007
Skills
Energy, Gas, Analysis, Natural Gas, Petroleum, Oil/Gas, Data Analysis, Microsoft Office, Management, Oil
Education
National Chengchi University 2008 — 2008
The University of Calgary 2003 — 2008
Commerce, Finance
Mawer Investment Management January 1997 - Present
Skills
Bloomberg, Financial Modeling, Equities, Portfolio Management, Mutual Funds, Fixed Income, Asset Management, Equity Research, Valuation, Investments, Financial Analysis, Derivatives, Hedge Funds, Asset Allocation, Capital Markets, Strategic Financial..., Investment Management, Corporate Finance, Financial Services, Financial Reporting
Education
Concordia University
Commerce
CGI April 2010 - Present
Mawer Investment Management September 2008 - April 2010
Great-West Life 2007 - September 2008
The Hoffman Centre for Integrative Medicine 2006 - 2007
Northmount Medical 2005 - 2006
Education
University of Alberta 1997 — 2001
Mawer Investment Management February 2013 - Present
Arrow Capital Management Inc June 2008 - November 2012
Aon Consulting February 2007 - May 2008
Scotia Capital December 2005 - February 2007
Skills
Asset Management, Hedge Funds, Investments, Alternative Investments, Asset Allocation, Portfolio Management, Fund Of Funds, Performance Attribution, Investment Strategies, Mutual Funds, Institutional Clients, Portfolios, Pension Funds, Fund Managers, Institutional Investors, Investment Management, Equities, Asset Managment, Private Equity, Capital Markets, Derivatives, Equity Research, Fixed Income, Institutional..., Wealth Management
Education
Queen's University
MBA
The University of Western Ontario
BA
Norrep Capital Management Ltd. August 2014 - Present
Mawer Investment Management August 2009 - July 2014
Canada Pension Plan Investment Board September 2008 - July 2009
Canada Pension Plan Investment Board July 2007 - September 2008
TD Wealth Management 2005 - 2007
TD Securities 2004 - 2005
TD Bank 2002 - 2004
Skills
Portfolio Management, Investments, Business Analysis, Risk Management, Financial Services, Equities, Hedge Funds, Alternative Investments, Derivatives, Mutual Funds, Financial Analysis, Securities, Asset Management, Asset Managment, Strategic Planning, Strategic Partnerships, Business Strategy, Business Planning, Team Building, Budget Management, Operations Management, Operational Excellence, Contract Negotiation, Change Management
Education
Macquarie University
Masters, Masters of Applied Finance
Queensland University of Technology
B.Bus, Accounting
Mawer Investment Management September 2015 - Present
Skills
Equity Research, Financial Modeling, Investments, Equities, Capital Markets, Portfolio Management, Valuation, Alternative Investments, Asset Managment, Investment Banking, Private Equity, Fixed Income, Mutual Funds, Finance
Education
York University - Schulich School of Business 1995 — 1997
MBA
The University of British Columbia 1985 — 1990
BA
Mawer Investment Management November 2008 - Present
TE Investment Counsel Inc. 2005 - 2008
TE Wealth 2005 - 2008
TD Waterhouse Private Investment Counsel 1999 - 2001
HSBC Securities 1997 - 1999
Education
University of Calgary 1995 — 1997
MBA
University of Toronto - New College 1988 — 1992
B Comm
Self Employed May 2015 - Present
Mawer Investment Management June 2014 - May 2015
Shaw December 2011 - June 2014
Shaw Communications 2011 - 2013
Pengrowth Corporation March 2009 - January 2010
Self Employed 2001 - 2009
Prefersoft June 2000 - May 2001
Critical Mass August 1998 - June 2000
Skills
Business Analysis, Strategic Planning, Analysis, Software Development, Integration, Business Intelligence, Telecommunications, Requirements Gathering
Education
The University of Calgary 1994 — 1998
Computer Science
University of Alberta 1975 — 1979
Business, Marketing/Finance
Mosaic Sales Solutions October 2014 - Present
Mosaic Sales Solutions March 2013 - October 2014
Mawer Investment Management June 2012 - December 2012
HSBC Global Asset Management April 2011 - May 2012
HSBC Bank Canada April 2010 - April 2011
Skills
Portfolio Management, Commercial Banking, Corporate Finance, Investments, Marketing, Management
Education
McGill University 2004 — 2008
BCom, Finance/Marketing
CFA Institute
Level 2 Candidate
Mawer Investment Management July 2015 - Present
Mawer Investment Management March 2014 - June 2015
Mawer Investment Management March 2012 - March 2014
Quadrant Asset Management June 2009 - March 2012
BMO Nesbitt Burns November 2008 - March 2009
RBC Royal Bank March 2003 - November 2008
Skills
Investments, Asset Management, Wealth Management
Education
University of Manitoba 2005 — 2009
Bachelor of Commerce (Hons), Finance and Accounting
Mawer Investment Management AssociateBlair Franklin Capital Partners2005 - 2006
Morgan Stanley Investment Management 2001 - 2005
Skills
Fixed Income
Education
Harvard University 1998 — 2001