MD Financial Management Gestion financière MD

Industry: Company

Description

Founded: 1986 Parent organization: Scotia Wealth Management Subsidiary: MD Management Limited

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MD Financial Management Gestion financière MD Employees

Employee
Years
Job
Industry
Ainslie Enkelaar Ainslie Enkelaar Ottawa, Canada Area Details
Ainslie Enkelaar's MD Financial Management Gestion financière MD Experience May 2015 - Present
Job Communications Specialist at MD Financial Management/ University Student Graduating Dec. 2015
Industry Writing and Editing
Experience
MD Financial Management Gestion financière MD   May 2015 - Present
MD Financial Management Gestion financière MD   September 2014 - December 2014
Health Canada  January 2014 - April 2014
Natural Resources Canada  May 2013 - August 2013

Skills
Journalism, Interviews, Marketing Communications, Internal Communications, Web Content, Social Media, Creative Writing, Video Editing, Image Editing, Advertising, Audio Editing, Press Releases, Newsletters, Communication Skills, Social Networking, Human Resources, Editing, Corporate Communications, Communication, Research

Education
National University of Ireland, Galway   2015 — 2015
Student Exchange Program, The College of Arts, Social Sciences and Celtic Studies

University of Ottawa / Université d'Ottawa   2011 — 2015
Honours Bachelor of Arts Specialization in Communications/ Minor in Music (CO-OP)

Jennifer Duong, CFP Jennifer Duong, CFP Vancouver, Canada Area Details
Jennifer Duong, CFP's MD Financial Management Gestion financière MD Experience October 2013 - Present
Job Senior Financial Consultant
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   October 2013 - Present
CIBC Imperial Service  May 2011 - September 2013
CIBC  October 2006 - May 2011

Skills
Wealth Management, Asset Allocation, Banking, Commercial Banking, Credit, Credit Analysis, Customer Service, Finance, Investment Advisory, Investments, Loans, Mortgage Lending, Mutual Funds, Portfolio Management, Retail Banking, Retirement Planning, Strategic Financial..., Financial Services, Financial Advisory, Relationship Management, Risk Management, Financial Analysis, Investment Strategies, Retirement, Asset Management, Estate Planning, Securities

Education
The University of British Columbia   2001 — 2005
Arts, International Relations and Affairs - Political Science

Jonathan Remus Jonathan Remus Ottawa, Canada Area Details
Jonathan Remus's MD Financial Management Gestion financière MD Experience July 2014 - Present
Job Senior Graphic Designer at MD Financial Management | Gestion financière MD
Industry Graphic Design
Experience
MD Financial Management Gestion financière MD   July 2014 - Present
Jonathan Remus Design and ePublishing   August 2012 - Present
Canada Post  January 2004 - July 2012
Canada Council for the Arts  June 2003 - November 2003
Mitel  March 2003 - July 2003
Banfield-Seguin Ltd.   July 1999 - August 2001
Newbridge Networks  June 1998 - July 1999
Mantle & Overall Communications   March 1996 - June 1998
Japan Camera  August 1994 - March 1996
David Berman Typographics   March 1993 - August 1993

Skills
Photoshop, InDesign, Graphic Design, Adobe Creative Suite, Posters, Layout, Visual Communication, Flyers, Brochures, Illustrator, Image Manipulation, Art Direction, Illustration, Typography, Graphics, Logo Design, Corporate Identity, Pre-press, Banners, QuarkXPress, Business Cards, Communication Design, Packaging, Stationery, Book Design, Branding & Identity, Mac, Image Editing, Corporate Branding, Creative Direction, Web Design, Brand Development, Direct Mail, User Interface Design, Photography, Art, Multimedia, Newsletters, Advertising

Education
Algonquin College of Applied Arts and Technology   1991 — 1993
Graphic Design Diploma, Graphic Design

Malali Ampikapathy Malali Ampikapathy Toronto, Canada Area Details
Malali Ampikapathy's MD Financial Management Gestion financière MD Experience January 2010 - Present
Job MD Physician Services
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   January 2010 - Present
LoyaltyOne  June 2008 - January 2010
Canaccord Financial  January 2007 - June 2008
Peru/ Brazil   2006 - 2007
NOVA Japan  2004 - 2006

Skills
Retirement Planning, Wealth Management, Investment Strategies, Strategic Planning, Risk Management, Insurance, Strategic Financial..., Mutual Funds, Financial Services, Securities, Microsoft Office

Education
University of Guelph   2000 — 2004
Honors Bachelor of Science (BSc), Animal Biology

Nicolas Therrien Nicolas Therrien Montreal, Canada Area Details
Nicolas Therrien's MD Financial Management Gestion financière MD Experience January 2015 - April 2015
Job Hec Msc Finance
Industry Financial Services
Experience
RBC Wealth Management – Private Banking  May 2014 - Present
MD Financial Management Gestion financière MD   January 2015 - April 2015
University of Ottawa  September 2014 - January 2015
RBC  May 2013 - August 2013
St. Louis Blues  August 2011 - September 2011
Chicoutimi Saguenéens   August 2008 - April 2011

Skills
Corporate Finance, Wealth Management, Investments, Microsoft Office, Fixed Income

Education
HEC Montréal   2015 — 2016
Master's degree, Finance

University of Ottawa / Université d'Ottawa   2013 — 2015
Bachelor of Commerce (B.Com.), Finance

McGill University   2011 — 2013
Bachelor of Commerce (B.Com.), Accounting and Finance

Cégep de Chicoutimi   2008 — 2011
DEC sciences humaines, Économie et Gestion

Level II Candidate in the CFA Program

Harry Snider Harry Snider Toronto, Canada Area Details
Harry Snider's MD Financial Management Gestion financière MD Experience March 2015 - Present
Job Client Assistant at MD Financial Management | Gestion financière MD
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   March 2015 - Present
Intelligence Connect Events   2014 - 2014
Arts and Crafts  February 2013 - August 2013
Indie Pool Inc.   August 2012 - December 2012
Car2Go  May 2012 - August 2012

Education
George Brown College   2014 — 2015
Post Graduate, Marketing Management in Financial Services, Honours

University of Guelph   2009 — 2012
Bachelor of Arts (B.A.), Focus in Psychology

Forest Hill Collegiate Institute   2005 — 2009
High School

Marie-Anne Abboud Marie-Anne Abboud Ottawa, Canada Area Details
Marie-Anne Abboud's MD Financial Management Gestion financière MD Experience November 2014 - Present
Job Marketing Specialist at MD Physician Services
Industry Marketing and Advertising
Experience
MD Financial Management Gestion financière MD   November 2014 - Present
MD Physician Services  March 2013 - October 2014
MD Physician Services  December 2011 - March 2013
MD Physician Services  May 2011 - December 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Event Management, Corporate Communications, Marketing Strategy, Social Media Marketing, Strategic Communications, Internal Communications, Market Research, Customer Acquisition, Customer Retention, Customer Satisfaction, Media Relations

Education
University of Ottawa / Université d'Ottawa   2009 — 2013
BA (Co-op), Honours with Specialization in Communication

Ian Gunstone CFP, CIM, FCSI Ian Gunstone CFP, CIM, FCSI Ottawa, Canada Area Details
Ian Gunstone CFP, CIM, FCSI's MD Financial Management Gestion financière MD Experience January 2003 - Present
Job Senior Financial Consultant at MD Management Ltd. A CMA Company
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   January 2003 - Present

Skills
Tax, Mortgage Lending, Retirement Planning, Investment Strategies, Wealth Management, Strategic Financial..., Estate Planning, Financial Planners, Finance, Wealth, Financial Services, Financial Advisory, Retirement, Asset Allocation, Investment Advisory, Mutual Funds

Education
The University of British Columbia   1993 — 1999
Bachelor of Arts (B.A.), Economics/Psychology

Laura Beattie Laura Beattie Ottawa, Canada Area Details
Laura Beattie's MD Financial Management Gestion financière MD Experience August 2015 - Present
Job Vendor Manager at MD Financial Management | Gestion financière MD
Industry Information Technology and Services
Experience
MD Financial Management Gestion financière MD   August 2015 - Present
Canadian Payments Association  March 2015 - August 2015
Health Canada Santé Canada  January 2015 - March 2015
Nova Networks  May 2013 - December 2014
LJ5K Systems Inc.   May 2004 - May 2013
Red Quill Intelligence Marketing   September 2000 - March 2004
Rebel.com  March 2000 - September 2000
Nortel Networks  May 1995 - 2000

Skills
Management, Project Management, Project Planning, Training, Leadership, Change Management, System Administration, Analysis, Networking, Team Leadership, Disaster Recovery, Troubleshooting, Data Analysis, Recruiting, Human Resources, Compliance PCI, iSec Compliance, Security Compliance, ITIL, Servers, SharePoint, CRM, IT Management, Consulting, Managed Services

Education
CDI College of Technology   1994 — 1995
Microcomputer Systems Programming, Honours Diploma, 89%

Algonquin College of Applied Arts and Technology   1990 — 1990
Office Administration Certificate

Jennifer Spallin CIM CFP Jennifer Spallin CIM CFP Ottawa, Canada Area Details
Jennifer Spallin CIM CFP's MD Financial Management Gestion financière MD Experience November 2011 - Present
Job Senior Wealth Manager for Physicians and their families, MD Financial Management
Industry Investment Management
Experience
MD Financial Management Gestion financière MD   November 2011 - Present
Queensway Carleton Hospital Foundation   June 2015 - Present
The DIVA Foundation   October 2010 - October 2012
Richardson GMP Limited  January 2009 - May 2011
Canaccord Capital  June 2005 - January 2009
RBC Dominion Securities  September 2000 - June 2005
Metro Plymouth Chrylser Ltd   1995 - 1997
Michael Davies Plymouth Chrysler   1993 - 1996

Skills
Wealth Management, Estate Planning, Tax, Investments, Retirement Planning, Asset Management, Mutual Funds, Leadership, Marketing Strategy, Investment Strategies, Public Speaking, Coaching, Integrated Marketing, Mentoring, Strategic Financial..., Portfolio Management, Financial Planners, Financial Analysis, Entrepreneurship, CRM, Finance, Strategic Planning, Financial Advisory, Business Planning, Team Leadership, Financial Services, Budgets, Time Management, Business Analysis, Retirement, Business Development, Business Strategy, Asset Managment, Investment Advisory, Wealth, High Net Worth..., Asset Allocation, Risk Management, Securities, Insurance, Financial Planning

Education
Algonquin College of Applied Arts and Technology

Krista Daviault, CPA, CA, MA Krista Daviault, CPA, CA, MA Ottawa, Canada Area Details
Krista Daviault, CPA, CA, MA's MD Financial Management Gestion financière MD Experience March 2015 - Present
Job Business Support Specialist at MD Financial Management
Industry Accounting
Experience
MD Financial Management Gestion financière MD   March 2015 - Present
Orbis Risk Consulting   September 2014 - January 2015
Social Sciences and Humanities Research Council (SSHRC)   August 2013 - April 2014
KPMG Canada  October 2012 - August 2013
KPMG Canada  October 2010 - September 2012
Natural Science and Engineering Research Council of Canada  May 2009 - October 2010
Carleton University  September 2007 - April 2009
College Pro Painters  September 2007 - August 2008

Skills
Auditing, Accounting, Teamwork, Superior Client Service, Financial Analysis, Leadership, Building Relationships, Financial Reporting, Financial Accounting, Internal Controls, Budgets, Federal Government, Risk Assessment, Presenting to Clients, Written & Oral..., Report Writing, Connecting People, Strategy, Finance, Management, External Audit, Project Management, Program Evaluation

Education
Carleton University   2013 — 2014
Master of Arts (MA), International Affairs, Highest Honours (expected)

Carleton University   2006 — 2010
Bachelor of Commerce, Honours, Accounting, Finance, Highest Honours

Lorraine Gardner, MBA Lorraine Gardner, MBA Ottawa, Canada Area Details
Lorraine Gardner, MBA's MD Financial Management Gestion financière MD Experience March 2010 - December 2013
Job Organization Development, Change and Talent Leader
Industry Information Technology and Services
Experience
Pythian  January 2014 - Present
MD Financial Management Gestion financière MD   March 2010 - December 2013
Chase Card Services (JP Morgan Chase Bank)   December 2007 - February 2010
Sun Media (Quebecor)   January 2007 - November 2007
Centre linguistique du Collège de Jonquière   August 2005 - January 2007
Various Organizations  September 2000 - November 2003
Han Seo Foreign Language Institute   September 1999 - August 2000

Skills
Organizational..., Leadership Development, Training, Change Management, Leadership, Blended Learning, Talent Management, Coaching, Program Management, Consulting, Learning Management, Human Resources, E-Learning, Employee Relations, Needs Analysis, Workshop Facilitation, Adult Education, Career Development, Learning Management..., Strategic Planning, Performance Management, Strategy

Education
University of Ottawa   2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General

St Francis Xavier   2004 — 2005
Adult Education, Adult Education

Carleton University   1995 — 1999
BA, Sociology/Anthropology and Women's Studies

Jeff Ray Jeff Ray Toronto, Canada Area Details
Jeff Ray's MD Financial Management Gestion financière MD Experience January 2015 - Present
Job Vice President, Financial Product Management at MD Financial Management | Gestion financière MD
Industry Insurance
Experience
MD Financial Management Gestion financière MD   January 2015 - Present
Manulife Financial  February 2013 - December 2014
Manulife Financial  July 2006 - February 2013
Manulife Financial  November 2003 - June 2006
ING DIRECT Canada  April 2001 - November 2003
Dynamic Funds  November 1997 - April 2001

Skills
Insurance, Retirement Planning, Mutual Funds, Fixed Annuities, Investments, Strategic Financial..., Wealth Management, Retirement, Financial Analysis, Pensions, Business Strategy, Business Development, Product Management, Relationship Management, Sales, Portfolio Management, Leadership, New Business Development, Financial Planning

Education
McGill University   1987 — 1991
Bachelor of Arts (B.A.), Political Science

University of Fredericton

University of Fredericton

University of Fredericton

Andrew Cao Andrew Cao Vancouver, Canada Area Details
Andrew Cao's MD Financial Management Gestion financière MD Experience September 2014 - Present
Job Advisory Team Coordinator at MD Financial Management
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   September 2014 - Present
Coast Capital Savings  January 2012 - August 2014
Coast Capital Savings  January 2013 - August 2013
TD Canada Trust  September 2007 - January 2012
TD Canada Trust  September 2007 - August 2009

Education
The University of British Columbia   2009 — 2010
MM, Business Management

The University of British Columbia   2003 — 2008
BA, Psychology

Burnaby North Secondary School   1999 — 2003

Gordon Roberts Gordon Roberts Ottawa, Canada Area Details
Gordon Roberts's MD Financial Management Gestion financière MD Experience August 2015 - Present
Job Enterprise Knowledge Strategist at MD Financial Management
Industry Computer Software
Experience
MD Financial Management Gestion financière MD   August 2015 - Present
MD Financial Management Gestion financière MD   April 2013 - August 2015
MD Physician Services  March 2012 - April 2013
Corel Corporation  December 2008 - March 2012
Corel Corporation  January 2004 - November 2008
Algonquin College  September 2003 - April 2005
Corel Corporation  January 2000 - December 2003

Skills
Writing, Content Strategy, Technical Communication, Editing, Documentation, Desktop Publishing, Software Training, Teaching, Content Management, Hands-on Training, Software Documentation, Technical Writing, Process Improvement, Technical Documentation, Online Help, FrameMaker, Agile Methodologies

Education
McMaster University   2004 — 2008
B.A. (Hon.), Modern Languages & Linguistics

Stephanie A. Dean, PMP, PMI-ACP, CSM Stephanie A. Dean, PMP, PMI-ACP, CSM Ottawa, Canada Area Details
Stephanie A. Dean, PMP, PMI-ACP, CSM's MD Financial Management Gestion financière MD Experience April 2015 - Present
Job Project Management Consultant at MD Financial Management | Gestion financière MD
Industry Information Technology and Services
Experience
MD Financial Management Gestion financière MD   April 2015 - Present
Industry Canada / Industrie Canada  December 2014 - March 2015
Export Development Canada  July 2013 - November 2014
SIM NOVA Consulting Inc.   October 2012 - July 2013
Projects Abroad Inc.   August 2012 - October 2012
Manulife Financial  July 2011 - July 2012
CIBC  March 2011 - July 2011
RBC Royal Bank  April 2009 - November 2010
Bank of Montreal  May 2008 - April 2009
CIBC  June 2007 - February 2008

Skills
SDLC, Program Management, Agile Methodologies, Requirements Gathering, PMP, Leadership, Project Management, Change Management, PMO, Project Portfolio..., Waterfall, Scrum, Project Delivery

Education
Ryerson University

Jeff Coughlan Jeff Coughlan Ottawa, Canada Area Details
Jeff Coughlan's MD Financial Management Gestion financière MD Experience January 2015 - Present
Job Vice President of Strategic Planning, Products and Services at MD Financial Management
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   January 2015 - Present
MD Physician Services  January 2012 - Present
MD Physician Services  June 2009 - January 2012
MD Physician Services  June 2008 - May 2009
MD Physician Services  January 2007 - May 2008
MD Physician Services  January 2003 - December 2006

Skills
Wealth Management, Investments, Investment Strategies, Asset Allocation, Portfolio Management, Financial Services, Strategic Planning, Mutual Funds, Business Development, Strategy, Retirement Planning, Investment Advisory, Asset Management, Strategic Financial..., Financial Planning, High Net Worth..., Finance

Education
Carleton University
B Comm

Alexandra Savoie, CPA, CMA Alexandra Savoie, CPA, CMA Ottawa, Canada Area Details
Alexandra Savoie, CPA, CMA's MD Financial Management Gestion financière MD Experience October 2015 - Present
Job Finance Business Partner Member Experience at MD Financial Management
Industry Public Safety
Experience
MD Financial Management Gestion financière MD   October 2015 - Present
Canadian Nuclear Safety Commission  January 2008 - October 2015
Bank of America  January 2006 - January 2008
MBNA Canada  May 2002 - December 2005
MBNA Canada  May 2001 - May 2002
MBNA Canada  April 2000 - May 2001

Skills
Financial Analysis, Leadership, Financial Modeling, Performance Management, Financial Forecasting, Performance Measurement, Financial Accounting, Executive Advisory, Business Modeling, Financial Management..., Balanced Scorecard, Staff Supervision, Financial Planning, Cost Variance Analysis, Business Case, Scorecard, Team Management, Mentoring

Education
CMA Ontario   2005 — 2007
Strategic Leadership Program

Carleton University   1996 — 2001
Bachelor of Commerce with Honours, Concentration in Finance

Claire Palfreyman Claire Palfreyman Halifax, Canada Area Details
Claire Palfreyman's MD Financial Management Gestion financière MD Experience January 2015 - Present
Job MD Management Client Assistant
Industry Investment Management
Experience
MD Financial Management Gestion financière MD   January 2015 - Present
BMO  August 2012 - January 2015
BMO Financial Group  July 2012 - January 2015
BMO Group Retirement Services   November 2009 - August 2012
BMO  2009 - 2012
Integra Capital  January 2008 - November 2009
Executive Assistance & Worth Recruiting   January 2007 - December 2007
Institute for Learning, BMO Financial Group   July 2006 - December 2006
TLC Laser Eye Centers, Halifax   September 2004 - September 2005

Skills
Client Service, Process Improvement, Research, Account Reconciliation, Trend Analysis, Writing, Personnel Recruitment, Training & Development, Hospitality, Food & Beverage Service, CPAS Pension..., Presentation

Education
Humber Institute of Technology and Advanced Learning   2006 — 2006
Post Graduate Certificate, Human Resources Management

Saint Mary's University   2000 — 2004
Bachelor of Arts, Sociology

Sara Ghoreishi Nejad Sara Ghoreishi Nejad Ottawa, Canada Area Details
Sara Ghoreishi Nejad's MD Financial Management Gestion financière MD Experience April 2015 - Present
Job Business Solutions Consultant at MD Financial Management | Gestion financière MD
Industry Information Technology and Services
Experience
MD Financial Management Gestion financière MD   April 2015 - Present
Royal Canadian Mounted Police  October 2013 - April 2015
Customer Expressions Corporation - i-Sight   July 2011 - October 2013
CGI  October 2010 - July 2011
Hewlett-Packard Canada  November 2007 - October 2010
University of Regina  January 2007 - August 2008
University of Regina  September 2007 - December 2007
University of Regina  May 2007 - August 2007
University of Regina  September 2006 - December 2006
University of Regina  January 2006 - April 2006

Education
University of Regina   2005 — 2008
Master of Applied Science, Electronic Systems Engineering 2008

Rosanne Maitland BA CFP PFP Rosanne Maitland BA CFP PFP Edmonton, Canada Area Details
Rosanne Maitland BA CFP PFP's MD Financial Management Gestion financière MD Experience February 2015 - Present
Job Senior Financial Consultant at MD Financial Management | Gestion financière MD
Industry Online Media
Experience
MD Financial Management Gestion financière MD   February 2015 - Present
RBC Financial Planning  October 2011 - February 2015
RBC Wealth Management  August 2005 - October 2011
CIBC Wealth Management  September 1990 - July 2005

Skills
Wealth Management, Retirement Planning, Investment Strategies, Wealth, Investment Advisory, Estate Planning, Portfolio Management, Credit, Financial Analysis, Banking, Asset Managment, Retail Banking, Asset Management, Commercial Lending, Credit Analysis, Financial Advisory, Finance, Financial Planners, Financial Risk, Financial Services, Loans, Mortgage Lending, Residential Mortgages

Education
University of Alberta   1986 — 1990
Bacholor of Arts, Economics

Samantha Hince Samantha Hince Ottawa, Canada Area Details
Samantha Hince's MD Financial Management Gestion financière MD Experience October 2014 - Present
Job HR Services Specialist at MD Financial Services
Industry Human Resources
Experience
MD Financial Management Gestion financière MD   October 2014 - Present
MD Physician Services  December 2013 - October 2014
MD Physician Services  February 2013 - December 2013
McDonalds Canada  June 2008 - November 2012
TechEdge  September 2011 - October 2011
TechEdge  February 2011 - March 2011
Nuvo Network Management  January 2007 - June 2007

Skills
Team Leadership, Teamwork, Microsoft Office, Communication, Compensation & Benefit, Human Resources, Customer Service, Organization, HRIS, Administration, Time Management, HR Policies, Process Improvement, Microsoft Excel, Employee Benefits, Employee Engagement

Education
Nipissing University   2011 — 2012
Commerce

Algonquin College of Applied Arts and Technology   2008 — 2011
Advanced Diploma, Business Administration - Human Resources

Jennifer Radi Jennifer Radi Ottawa, Canada Area Details
Jennifer Radi's MD Financial Management Gestion financière MD Experience July 2011 - Present
Job Division Services Specialist at MD Physician Services
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   July 2011 - Present

Education
University of Ottawa / Université d'Ottawa
Bachelor of Arts (B.A.), Psychology

University of Ottawa / Université d'Ottawa
Bachelor of Arts (B.A.), Criminology

Marc-André Philippe Marc-André Philippe Ottawa, Canada Area Details
Marc-André Philippe's MD Financial Management Gestion financière MD Experience April 2014 - Present
Job Trader at MD Financial Management | MSc. Econ.
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   April 2014 - Present
Voltigeurs de Drummondville Hockey Club   May 2015 - Present
ISS Hockey  September 2014 - May 2015
Aalto University  September 2013 - February 2014
UPM-Kymmene Oyj   December 2010 - October 2012
Surlevif.net   June 2003 - October 2009
Bell  September 2000 - April 2006

Skills
French, Finnish Language, VBA, Finance, Economics, International Business..., Stock Market, Asset Management, Management, Marketing Communications, Financial Analysis, International Business, Bonds, Alternative Investments, Sports Management, Teamwork, English

Education
Aalto-yliopisto   2012 — 2014
Master of Science (MSc), Economics and Business Administration, 3.8/5.0 (Canadian Equivalent: A)

Tampereen Ammattikorkeakoulu   2009 — 2012
Bachelor of Business Administration (BBA), Financial Management, 4.6/5.0 (Canadian Equivalent: A+)

Gordon Krupa, CFP, CIM, FMA, M Econ Gordon Krupa, CFP, CIM, FMA, M Econ Toronto, Canada Area Details
Gordon Krupa, CFP, CIM, FMA, M Econ's MD Financial Management Gestion financière MD Experience 2007 - Present
Job Practice Lead, Wealth Planning & Practice, MD Financial Management, A CMA Company
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   2007 - Present
MD Financial Management Gestion financière MD   2001 - 2007
MD Financial Management Gestion financière MD   2000 - 2001
MD Financial Management Gestion financière MD   1998 - 2000
CIBC  1996 - 1998
Traction Capital   1995 - 1996

Skills
Wealth Management, Investments, Strategic Financial..., Asset Allocation, Mutual Funds, Portfolio Management, Retirement Planning, Asset Managment, Investment Strategies, Financial Services, High Net Worth..., Investment Advisory, Estate Planning, Insurance, Investment Management, Risk Management, Equities, Banking, Retirement, Relationship Management, Wealth Management..., Wealth

Education
PROSCI Research   2010 — 2010
Certificate, Change Management

Durham College   2008 — 2010
Certificate, Teaching & Training Adults

Queen's University   2007 — 2007
Certificate, Strategy

University of Waterloo   1988 — 2003
B.A., First Class Honors, Economics

University of Waterloo   1993 — 1995
M.A., Economics

Cameron McWade Cameron McWade Toronto, Canada Area Details
Cameron McWade's MD Financial Management Gestion financière MD Experience September 2015 - Present
Job Project Consultant, Strategy and Execution at MD Financial Management
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   September 2015 - Present
TRUE linkswear  January 2013 - March 2013
Credit Suisse  July 2012 - August 2012
BMO Nesbitt Burns  October 2008 - June 2011
BMO Nesbitt Burns  August 2007 - October 2008
BMO InvestorLine  January 2007 - August 2007

Skills
Financial Analysis, Corporate Finance, Bloomberg, Business Strategy, Investment Advisory, Analytical Abilities, Finance, Financial Modeling, Strategy, Microsoft Office, Analytical Skills, Thompson One, CRM, Business Analysis, Management, Trading, Competitive Analysis, Due Diligence, Market Research, Process Improvement, Problem Solving, Business Development, Developing Client..., Communication Written, Thomson One, Customer Service, Sports, Sporting Goods, Marketing, Direct Marketing, Merchandising, Strategic Planning, Golf

Education
SDA Bocconi   2011 — 2012
Master of Business Administration (MBA)

Duke University - Fuqua School of Business   2011 — 2012
Master of Business Administration (MBA)

Dalhousie University   2002 — 2006
Bachelor of Commerce, Finance

Ashbury College   1995 — 2002
International Baccalaureate

Wesley Blight Wesley Blight Ottawa, Canada Area Details
Wesley Blight's MD Financial Management Gestion financière MD Experience September 2013 - Present
Job Portfolio Manager at MD Financial Management
Industry Investment Management
Experience
MD Financial Management Gestion financière MD   September 2013 - Present
MD Physician Services Inc.  May 2010 - October 2013
MD Physician Services Inc.  August 2009 - May 2010
MD Private Investment Management   October 2007 - August 2009

Skills
Investment Strategies, Asset Allocation, Wealth Management, Investments, Investment Advisory, Risk Management, Asset Management, Portfolio Management, Strategic Financial..., Financial Services, Financial Advisory, Mutual Funds, Securities, Equities, Retirement Planning, Fixed Income

Education
University of Ottawa   1998 — 2002
B. Comm, Finance, Human Resources

Algonquin College of Applied Arts and Technology

Meredith Adolph Meredith Adolph Toronto, Canada Area Details
Meredith Adolph's MD Financial Management Gestion financière MD Experience January 2015 - Present
Job Channel Manager at MD Financial Management | Gestion financière MD
Industry Public Relations and Communications
Experience
MD Financial Management Gestion financière MD   January 2015 - Present
Investor Education Fund   August 2014 - Present
Investor Education Fund   November 2011 - Present
Environics Communications  April 2008 - November 2011
Ontario Securities Commission  May 2006 - April 2008

Skills
Strategic Communications, Media Relations, Public Relations, Strategic Counsel, Content Management, Marketing Communications, Financial Services, Reputation Management, Crisis Communications, Communications Planning, Speech Writing, Corporate Communications, Press Releases, Message Development

Education
Canadian Securities Institute
Canadian Securities Course

Humber College   2005 — 2006
Certificate, Public Relations

Concordia University   1994 — 1997
BA, English and Creative Writing

Fran Page Fran Page Ottawa, Canada Area Details
Fran Page's MD Financial Management Gestion financière MD Experience October 2014 - Present
Job Process Analyst Lead at MD Financial Management | Gestion financière MD
Industry Computer Software
Experience
MD Financial Management Gestion financière MD   October 2014 - Present
MD Physician Services Inc.  October 2011 - Present
PatientWay  February 2010 - October 2011
Curtiss Wright Controls  February 2008 - July 2009
Dell  2006 - 2008

Skills
Coaching, Process Improvement, Product Management, Customer Service, Microsoft Excel, Problem Solving, Mentoring, Project Management, Team Building, Sales, Strategic Planning, Business Strategy, Microsoft Office, Program Management, Change Management, Project Planning, Cross-functional Team..., Visio, Business Analysis, Operations Management, Healthcare, Vendor Management, Technical Writing, Healthcare Information..., Data Analysis, Negotiation, Integration, Policy, Business Process..., SharePoint, Requirements Analysis, Management, Six Sigma, Leadership, Analysis, Proposal Writing, Training, Performance Management, Troubleshooting, Agile Methodologies, Quality Assurance, Account Management, Team Leadership, Access, Product Development, Business Development, Windows, Software Documentation, Call Center, ITIL

Education
Concordia University   1988 — 1989
English/History

Carleton University   1986 — 1987
English

GDHS   1983 — 1986

Alexander Galt

Mike Ayotte Mike Ayotte Ottawa, Canada Area Details
Mike Ayotte's MD Financial Management Gestion financière MD Experience October 2005 - March 2009
Job Recruiter
Industry Staffing and Recruiting
Experience
OnPath Business Solutions  November 2011 - October 2015
OnPath Business Solutions  March 2011 - October 2011
Alterna Savings  January 2010 - November 2010
Transport Canada - Transports Canada  February 2010 - April 2010
Natural Resources Canada  September 2009 - January 2010
Transport Canada - Transports Canada  March 2009 - July 2009
MD Financial Management Gestion financière MD   October 2005 - March 2009
Groupe St-Hubert  October 2002 - September 2004
Swiss Chalet  March 1998 - September 2002

Skills
Cold Calling, Human Resources, CRM, Customer Service, Sales, Leadership, Lead Generation, Management, Direct Sales, Recruiting, B2B, Finance, Quality Assurance, Administrative..., Administrative Clerk

Education
CDI College   2003 — 2004
Business Administrative Diploma , Business Administrative

École secondaire catholique Garneau   1996 — 1999
High School

Mona Mostafavi Mona Mostafavi Montreal, Canada Area Details
Mona Mostafavi's MD Financial Management Gestion financière MD Experience September 2014 - Present
Job QA Analyst at MD Financial Management
Industry Computer Software
Experience
MD Financial Management Gestion financière MD   September 2014 - Present
Epicor Software  June 2013 - March 2014
ORSYP  July 2012 - June 2013
École Polytechnique de Montréal   March 2009 - March 2011

Skills
Quality Assurance, Software Testing Life..., Software Development..., Agile Methodologies, Manual Testing, Automated Software..., SQL, Requirements Analysis, Functional Testing, Regression Testing, XML, JavaScript, Windows, Linux, Physics, Telecommunications, Research, Databases, Matlab, SDLC, Test Planning, Pianist, Test Automation

Education
Université de Montréal - Ecole polytechnique de Montréal   2009 — 2011
Research Doctorate, IT & Telecommunications

University of Canterbury   2006 — 2007
Research Doctorate, Astronomy and Astrophysics

University of Pune   2004 — 2006
Master's degree, Physics-Science, A++

Islamic Azad University   1999 — 2004
Bachelor of Applied Science (B.A.Sc.), Physics

Arnold Tabaro Arnold Tabaro Ottawa, Canada Area Details
Arnold Tabaro's MD Financial Management Gestion financière MD Experience July 2014 - Present
Job Client Support Analyst at MD Financial Management | Gestion financière MD
Industry Government Administration
Experience
MD Financial Management Gestion financière MD   July 2014 - Present
Shared Services Canada  January 2014 - Present
Bell  August 2012 - December 2013
House of Commons  January 2012 - September 2012
Rogers Communications  December 2008 - May 2012
the 41st Canadian General Elections   February 2010 - May 2010
United States Embassy in Canada   August 2008 - December 2008
University of Ottawa  June 2008 - September 2008
Job Corps  January 2007 - May 2007

Skills
Customer Service, Sales, Sales Management, Account Management, Customer Satisfaction, New Business Development, Microsoft Office, Negotiation, Microsoft Excel, Marketing, Cold Calling, Direct Sales, Team Building, Microsoft Word, Retail, PowerPoint, Sales Process, Marketing Strategy, Strategic Planning, Coaching, Analysis, Event Planning, Fundraising, Public Speaking, Public Relations, Writing

Education
University of Ottawa   2012 — 2012
Projected, Honours Social Science. Double Minor in Political Science and Sociology

University of Ottawa   2007 — 2010
International development and Globalization, Honours in Social Science

Geneva Forestell Geneva Forestell Ottawa, Canada Area Details
Geneva Forestell's MD Financial Management Gestion financière MD Experience January 2015 - August 2015
Job Business Support Specialist, Product Marketing and Communications at NewCo (8872147 Canada Inc.), A CMA Company
Industry Marketing and Advertising
Experience
NewCo (8872147 Canada Inc.), A CMA Company   August 2015 - Present
MD Financial Management Gestion financière MD   January 2015 - August 2015
MD Physician Services  May 2014 - December 2014
Bath and Body Works Canada   September 2012 - August 2014
Canadian Medical Foundation   May 2013 - August 2013
Canadian Medical Foundation   May 2012 - August 2012
Brio Bodywear   October 2007 - July 2011

Skills
Event Planning, Social Media, Customer Service, Office Administration, Leadership, Time Management, Project Management, Sales, Teamwork, Social Networking, Event Management, Retail, Marketing, PowerPoint, Communication, Public Speaking, Microsoft Office, Team Leadership, Marketing Communications

Education
Trent University   2010 — 2014
Bachelor of Arts (B.A.), Honours, Sociology and French

Youssef Awada Youssef Awada Ottawa, Canada Area Details
Youssef Awada's MD Financial Management Gestion financière MD Experience September 2014 - Present
Job Transfer Agent, Financial Services Operations
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   September 2014 - Present
TD  July 2014 - September 2014
MD Financial Management Gestion financière MD   April 2014 - April 2014
Golden Tulip Galleria Hotel   August 2011 - May 2012

Skills
Teamwork, Analysis, Accounting, Corporate Finance, Banking, Financial Analysis, Accounts Receivable, Financial Statements, Risk Management, Windows & Mac operating..., Management, Time Management, Portfolio Management, Team Leadership, Data Analysis, Highly motivated and..., Microsoft office..., SPSS for statistical..., eDesign for web and..., Respecting and applying..., Taking Initiative, Leadership/adding value, communication..., Conflict management &..., FundSERV, RBroker, CDS, Pension Administration, Electronic Funds..., Finance, Microsoft Office, Leadership

Education
Algonquin School Of Business   2013 — 2014
Postgraduate Certificate, Financial Services, 3.78/4

Lebanese American University   2010 — 2012
Bachelor of Business Administration, Honors, Banking & Finance, 3.29/4

Palm Beach State College   2008 — 2010
Associate's Degree

Trevor Rodrigues Trevor Rodrigues Ottawa, Canada Area Details
Trevor Rodrigues's MD Financial Management Gestion financière MD Experience August 2015 - Present
Job Client Reporting Coordinator at MD Financial Management | Gestion financière MD
Industry Research
Experience
MD Financial Management Gestion financière MD   August 2015 - Present
MD Financial Management Gestion financière MD   April 2015 - Present
Carleton University  June 2013 - Present
MD Physician Services  November 2014 - April 2015
Carleton University  September 2011 - August 2013
Carleton University  September 2011 - August 2013
Carleton University  September 2010 - August 2013
Ridea   2012 - 2012
Walmart  July 2007 - November 2011
Carleton University - Anisman Lab   August 2011 - September 2011

Skills
Neuroscience, Science, Scientific Writing, Experimental Design, Immunohistochemistry, Lab Manager, Volunteer, Researcher, Teaching, Databases, Statistics, Molecular Biology, Microscopy, Financial Services, PCR

Education
Carleton University   2011 — 2013
Master of Science (MSc), Neuroscience

Carleton University   2006 — 2011
Bachelor of Science (BSc), Neuroscience

Carleton University   2006 — 2010
Bachelor of Science (BSc), Integrated Science

Algonquin College of Applied Arts and Technology   2014 — 2014
Financial Services, Finance, General

Arnaud Laval Arnaud Laval Montreal, Canada Area Details
Arnaud Laval's MD Financial Management Gestion financière MD Experience June 2010 - March 2011
Job IT Project Manager consultant, PMP Prince2
Industry Information Technology and Services
Experience
Ministère de la Famille du Québec   June 2015 - Present
IT Chapter   April 2015 - Present
Persistence Capital Partners   September 2014 - January 2015
Desjardins  April 2011 - August 2014
MD Financial Management Gestion financière MD   June 2010 - March 2011
WinXit   May 2009 - April 2010
Self Employed  October 2008 - March 2009
Canoë  June 2007 - September 2008
Canoë  July 2006 - May 2007
Bell Business Markets  July 2004 - July 2006

Skills
Project Management, PMP, ITIL

Education
Université du Québec à Montréal   2005 — 2006
Graduate, Project Management

Collège de Rosemont   2003 — 2004
AEC, Unix administration

GECITS   1999 — 1999
Graduate, IT : Windows NT4 administration

CRP Balma   1998 — 1998
Graduate, Web sites development

Université Toulouse 1 Capitole   1989 — 1995
Bachelor, Economy, banking, marketing

Jakeline G Celis Jakeline G Celis Ottawa, Canada Area Details
Jakeline G Celis's MD Financial Management Gestion financière MD Experience January 2015 — August 2015
Job Master of Cognitive Science - Carleton University
Industry Consumer Insights and Marketing Research
Experience
Carleton University  September 2015 — Present
MD Financial Management Gestion financière MD   January 2015 — August 2015
Algonquin College  September 2014 — August 2015
Campbell Soup Company  July 2007 — April 2014
Neural Research (Boutique Research Agency)   October 2006 — July 2007
Market Research Consultant  June 2003 — September 2006
Merck  September 2000 — January 2003
Philip Morris México   January 2000 — June 2000
PepsiCo  September 1987 — October 1999

Skills
Market Research..., Extensive knowledge of..., Ability to synthesize..., Good balance between..., Business Advisory based..., Powerful Insights..., Visionary, Research to develop..., Research for Front-end..., Deep Consumer..., Market Dynamics..., Multiproject Managment..., Innovation in Market..., Marketplace Performance..., Learning Oriented, Marketing Research, Market Research, Market Analysis, Segmentation, Strategy, Analytics, Customer Insight, Competitive Analysis, Quantitative Research, Brand Equity

Education
Algonquin College - School of Business   2014 — 2015
Post Graduate Certificate

Universidad Autónoma Metropolitana   1982 — 1986
Bachelor's Degree

Shannon Freitas Shannon Freitas Calgary, Canada Area Details
Shannon Freitas's MD Financial Management Gestion financière MD Experience January 2003 - Present
Job Senior Financial Consultant
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   January 2003 - Present
Bank of Montreal  October 2001 - December 2002

Skills
Wealth Management, Investment Advisory, Debt Management, Debt Consolidation, Insurance Planning, Incorporation, Retirement Planning

Education
CIM - Canadian Securities Institute   2005 — 2006
CIM

CFP - Financial Planners Standards Council   2003 — 2004
CFP

Mount Royal University   1999 — 2001
Small Business and Entrepreneurship, Business

CSC - Canadian Securities Course
CSC

Melissa Darling Melissa Darling Ottawa, Canada Area Details
Melissa Darling's MD Financial Management Gestion financière MD Experience May 2015 - August 2015
Job Planning and Optimization Assistant at MD Financial Management | Gestion financière MD
Industry International Trade and Development
Experience
MD Financial Management Gestion financière MD   May 2015 - August 2015
Orbis Risk Consulting   September 2014 - December 2014
Health Canada  January 2014 - April 2014
Shared Services Canada  May 2013 - August 2013
Reitmans  June 2012 - December 2012
Tutor  May 2011 - September 2011
Shoppers Drug Mart  June 2010 - September 2010
Loblaws  May 2008 - September 2008

Education
University of Ottawa   2011 — 2015
Bachelor's Degree, International Management, CO-OP

University College Dublin   2013 — 2013
Bachelor's Degree, Commerce - International

University of Ottawa   2010 — 2011
Bachelor's degree, Civil Engineering

St-Matthew Catholic High School   2003 — 2010

Greg Lee Son Greg Lee Son Vancouver, Canada Area Details
Greg Lee Son's MD Financial Management Gestion financière MD Experience March 2014 - Present
Job Early Career Specialist at Canadian Medical Association
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   March 2014 - Present
Copperleaf Technologies  March 2013 - March 2014
Moksha Yoga Vancouver   May 2009 - January 2014
Provincial Health Services Authority  June 2012 - September 2012
Macdonald Realty Group   March 2011 - August 2011
STEMCELL Technologies  2007 - 2010

Skills
Highly Adaptable, Business Strategy, Data Analysis, Project Management, Research, Business Process..., Lifesciences, Business Analysis, Adaptation, Highly resourceful, Product Management, Negotiation, Marketing, Market Research, Management, CRM, Business Process, Business Planning, Strategic Planning, Program Management, Public Speaking

Education
The University of British Columbia   2011 — 2012
MBA, Business; Strategic Management

The University of British Columbia   2005 — 2007
MSc, Neurophysiology

The University of British Columbia   2000 — 2004
BSc, Animal Physiology

St. George's School   1991 — 1999

Lee Raito, CFP, FMA Lee Raito, CFP, FMA Winnipeg, Canada Area Details
Lee Raito, CFP, FMA's MD Financial Management Gestion financière MD Experience August 2014 - Present
Job Regional Vice President at MD Financial Management
Industry Investment Management
Experience
MD Financial Management Gestion financière MD   August 2014 - Present
Great-West Life  March 2013 - August 2014
RBC Asset Management  January 2007 - February 2013
Manulife Bank of Canada  May 2004 - January 2007
CIBC Imperial Service  January 2001 - May 2004
Freedom 55 Financial  December 1997 - January 2001

Skills
Strategic Financial..., Banking, Estate Planning, Internet Strategy, Email Marketing, Social Media, Certified Financial..., Wordpress, Guitarist, Singer-songwriter, Product Launch, Creative Writing, Persuasive Presentations, Canadian Securities..., Mutual Funds, Wealth Management, Investments, Retirement Planning, Investment Strategies, Investment Advisory, Retirement, Insurance, Alternative Investments, Relationship Management, Strategy, High Net Worth..., Asset Allocation, Financial Services, Wealth, Wealth Management..., Financial Advisory, Investment Management, Pensions, Financial Planners, Finance, Portfolio Management, Financial Planning

Education
University of Manitoba

Joshua Glover Joshua Glover Ottawa, Canada Area Details
Joshua Glover's MD Financial Management Gestion financière MD Experience June 2014 - Present
Job AVP Wealth Management Solutions & TSL Practice at MD Physician Services
Industry Information Technology and Services
Experience
MD Financial Management Gestion financière MD   June 2014 - Present
MD Physician Services Inc  January 2011 - June 2014
MD Physician Services Inc  November 2009 - December 2010
Bell Canada  August 2008 - November 2009
Bell Canada  January 2007 - August 2008
Bell Canada  January 2005 - December 2006
Bell Canada  January 2003 - January 2005
Certen Inc.  October 2002 - July 2003
Certen Inc.  October 2001 - September 2002

Skills
Strategic Planning, Project Portfolio..., Change Management, Release Management, Organizational Change, Application Architecture, Vendor Management, Team Leadership, Cross-functional Team..., Budget Management, Budget Development, Partnership Development, IT Strategy, Relationship Management, IT Solutions, Solution Architecture, Budgets, Process Improvement, Business Analysis, Integration, Project Management, Requirements Analysis, SDLC, Management, PMO, Strategy, Requirements Gathering, IT Management, Program Management, Leadership, Telecommunications, Project Planning, PMP, Project Delivery, Resource Management, Software Project..., ITIL, Business Intelligence, Enterprise Architecture, Business Process, Business Process..., Business Requirements, Governance, Business Transformation, MS Project, Enterprise Software, Business Case, Outsourcing

Education
Queen's University   2005 — 2006
Masters, Business Administration

University of Ottawa   1993 — 1997
Bachelors, Chemical Engineering

Joey Dorion Joey Dorion Ottawa, Canada Area Details
Joey Dorion's MD Financial Management Gestion financière MD Experience August 2015 - Present
Job Trade Operations
Industry Banking
Experience
MD Financial Management Gestion financière MD   August 2015 - Present
TD  July 2010 - July 2015
TD  October 2009 - July 2010
TD  November 2007 - October 2009
TD  May 2006 - November 2007

Skills
Investments, Finance, Fixed Income, Mutual Funds, Equities, Trading, Financial Risk, Options, Banking

Education
Algonquin College of Applied Arts and Technology   2002 — 2005
Business Administration - Finance

Greg Dillon Greg Dillon Ottawa, Canada Area Details
Greg Dillon's MD Financial Management Gestion financière MD Experience May 2015 - Present
Job Head of Marketing at Spivo
Industry Computer Software
Experience
Spivo   June 2015 - Present
MD Financial Management Gestion financière MD   May 2015 - Present
Props   December 2014 - Present

Skills
Management, Sales, Microsoft Office, Leadership, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Training, Internal Communications, Entrepreneurship, Grant Writing, Creative Writing, Social Media Marketing, Time Management, Marketing Strategy, Marketing, Strategic Planning, Social Media, Public Speaking, Teamwork, Social Networking

Education
Carleton University   2012 — 2016
Bachelor of Arts Honours, Major in Communication Studies. Minor in Entrepreneurship

Cynthia (Cindy) Allan Cynthia (Cindy) Allan Ottawa, Canada Area Details
Cynthia (Cindy) Allan's MD Financial Management Gestion financière MD Experience September 2013 - Present
Job Senior Talent Acquisition Specialist at MD Financial Management
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   September 2013 - Present
Algonquin College  2009 - Present
Thermo Fisher Scientific  March 2007 - September 2013
HRPA Ottawa Chapter   2004 - 2012
Enterprise Rent-A-Car  February 1998 - March 2007

Skills
Recruiting, Human Resources, Talent Acquisition, Onboarding, Talent Management, Training, Applicant Tracking..., Customer Service, Event Planning, Teamwork

Education
Athabasca University   2013 — 2016

Bishop's University   1990 — 1996
Bachelor of Business Administration, Honours Drama, Business (Human Resources), Drama

Marc-Andre Groulx Marc-Andre Groulx Ottawa, Canada Area Details
Marc-Andre Groulx's MD Financial Management Gestion financière MD Experience March 2014 - Present
Job Triage Analyst ServiceNow Administrator at MD Financial Management | Gestion financière MD
Industry Information Technology and Services
Experience
MD Financial Management Gestion financière MD   March 2014 - Present
CCGgraphix   January 2004 - Present
MD Financial Management Gestion financière MD   September 2011 - March 2014
MD Financial Management Gestion financière MD   September 2008 - September 2011

Skills
Information Technology, Troubleshooting, Technical Support, Analysis, Triage, Software Documentation, Process Flow..., Graphic Design, Web Design, Training & Development, Computer Hardware, Active Directory, Help Desk Support, Project Management, ITIL v3 Foundations...

Education
Collège La Cité   2003 — 2004
3D Animation, Animation, Interactive Technology, Video Graphics and Special Effects

Collège La Cité   2000 — 2002
2D Infography

Rana Sharif Rana Sharif Ottawa, Canada Area Details
Rana Sharif's MD Financial Management Gestion financière MD Experience October 2014 - Present
Job Manager, Business Support at MD Financial Management | Gestion financière MD
Industry Investment Management
Experience
MD Financial Management Gestion financière MD   October 2014 - Present
MD Physician Services  February 2014 - October 2014
MD Physician Services  March 2011 - February 2014
Ottawa Chapter at Young Canadians in Finance   August 2011 - August 2013
MD Financial Ltd.   March 2006 - April 2011
MD Financial (a subsidiary of the Canadian Medical Association)   April 2005 - March 2006
MD Financial (a subsidiary of the Canadian Medical Association)   2002 - 2005

Skills
Wealth Management, Mutual Funds, Retirement Planning, Investments, Investment Strategies, Asset Allocation, Strategic Financial..., Portfolio Management, Asset Managment, Consulting, Business Planning, Sales Effectiveness, Operational Efficiency, Operational Enhancements, Capacity Building, Business Development..., Training Facilitation, Management Consulting, Sales Management..., Asset Management, Risk Management, Wealth, High Net Worth..., Change Management, Process Optimization, Trading, Financial Advisory, Retirement, Securities, Wealth Management..., Financial Planners, Estate Planning, Investment Management, Financial Planning

Education
University of Ottawa   2002 — 2007
Business/Commerce

Joanne Sotelo Joanne Sotelo Ottawa, Canada Area Details
Joanne Sotelo's MD Financial Management Gestion financière MD Experience October 2007 - Present
Job Change Management Specialist at MD Financial Management
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   October 2007 - Present
MD Physician Services Inc.  October 2007 - December 2014
MD Physician Services  January 2010 - December 2010
MD Physician Services  January 2010 - December 2010

Skills
Performance Management, Training Delivery, Change Management, Coaching, Employee Engagement, Employee Relations, Organizational..., Process Improvement, Talent Management, Training, Human Resources, Succession Planning, Event Management, Learning Management, Organizational..., Strategy

Education
University of Ottawa   1982 — 1986
BA, Psychology/Business

Ian A. Reay Ian A. Reay Toronto, Canada Area Details
Ian A. Reay's MD Financial Management Gestion financière MD Experience April 2014 - Present
Job Associate Vice President, Wealth Services at MD Financial Management
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   April 2014 - Present
TD Wealth  February 2011 - April 2014
HSBC Private Bank  March 2007 - February 2011
HSBC  January 2005 - March 2007
RBC Global Private Banking   May 2003 - December 2004

Skills
Estate Planning, Asset Management, Private Banking, Investment Strategies, Financial Planning, High Net Worth..., Private Wealth..., Alternative Investments, Succession Planning, Portfolio Management, Retirement Planning, Business Strategy, Wealth Management..., Asset Managment, Strategic Financial..., Wealth Management, Financial Advisory, Investment Advisory, Financial Analysis, Equities, Fixed Income, Investments, Risk Management, Due Diligence, Mutual Funds, Securities, Financial Risk, Investment Management, Financial Services, Wealth, Asset Allocation, Hedge Funds, Relationship Management, Banking, AML, Private Equity, Credit, Structured Products, Financial Markets, Bonds, Investment Banking, Pensions, Derivatives, Trading, Capital Markets, Emerging Markets, Loans, Financial Structuring, Mortgage Lending, Commercial Banking

Education
Carleton University   1991 — 1995
BA (Hons)

Sarah Muldoon Sarah Muldoon Ottawa, Canada Area Details
Sarah Muldoon's MD Financial Management Gestion financière MD Experience November 2014 - Present
Job Online Channel at MD Financial Management | Gestion financière MD
Industry Public Relations and Communications
Experience
MD Financial Management Gestion financière MD   November 2014 - Present
Sports 4 / New Balance Ottawa   November 2011 - Present
Ottawa Race Weekend   March 2011 - September 2011
Alcatel-Lucent  1997 - 2009

Skills
Microsoft Office, Project Planning, Social Media Marketing, Marketing, Project Coordination, Public Relations, Marketing Communications, Marketing Strategy, Event Management, Event Planning, Project Management, Customer Engagement, Strategic Planning, Media Relations, Relationship Marketing, Web Development, Corporate Communications, Social Networking, Business Strategy, Strategy, Business Planning, Analysis, Strategic Communications, Internal Communications, Proposal Writing, Program Management, Social Media

Education
Algonquin College of Applied Arts and Technology   1999 — 2002
Diploma, Public Relations

Carleton University   1994 — 1997
BA, Law/Communications

Tracy Kealey, PMP, CSM Tracy Kealey, PMP, CSM Ottawa, Canada Area Details
Tracy Kealey, PMP, CSM's MD Financial Management Gestion financière MD Experience July 2015 - Present
Job Project Manager
Industry Computer Software
Experience
MD Financial Management Gestion financière MD   July 2015 - Present
School Specialty Literacy and Intervention   April 2010 - June 2015
AutoSkill International  February 2009 - April 2010
AutoSkill International  August 2006 - February 2009
AutoSkill International  August 2003 - August 2006
Fuel Industries  2000 - 2003
Nortel  1998 - 2000
Fulcrum Technologies  1996 - 1997
Digital Equipment Corporation  1991 - 1993

Skills
CRM, Business Transformation, Program Management, Salesforce.com, Project Management, Product Management, Business Process..., Change Management, Scrum, Agile Methodologies, Educational Technology, Professional Services, Business Process, Project Planning, Business Development, Partner Management, Agile Project Management, Enterprise Software, SaaS, Leadership

Education
SalesForce.com
Administration Essentials for Enterprise Edition

Algonquin College of Applied Arts and Technology   2001 — 2003
Project Management and APICS

University of Waterloo   1987 — 1992
Bachelor of Mathematics, Business Admin/Information Systems

Paul Mason Paul Mason Ottawa, Canada Area Details
Paul Mason's MD Financial Management Gestion financière MD Experience January 2012 - Present
Job
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   January 2012 - Present

Skills
Enterprise Architecture, IT Strategy, Vendor Management, Business Analysis, ITIL, SDLC, Software Project..., Software Development, Program Management, Requirements Analysis, Team Leadership

Education
University of New Brunswick   1989 — 1994
Bachelor of Science

Janet Foucault Janet Foucault Ottawa, Canada Area Details
Janet Foucault's MD Financial Management Gestion financière MD Experience January 2015 - Present
Job Estate and Trust Representative at MD Financial Management | Gestion financière MD
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   January 2015 - Present
Investors Group Financial Services Inc.  November 2003 - December 2014
Royal Trust  January 1996 - April 2001
Royal Trust  May 1986 - January 1996

Skills
Microsoft Excel, Office Management, Administrative..., Office Administration, Insurance, Investments, Banking, Mutual Funds, Risk Management, Financial Planning, Wealth Management

Education
McMaster University   1972 — 1973

West Park High School   1967 — 1971

Ileana Moga Ileana Moga Montreal, Canada Area Details
Ileana Moga's MD Financial Management Gestion financière MD Experience February 2015 - Present
Job Senior Software Developer at MD Financial Management | Gestion financière MD
Industry Computer Software
Experience
MD Financial Management Gestion financière MD   February 2015 - Present
Pelmorex Inc.   March 2010 - February 2015
Ubisoft  October 2006 - April 2010
Gametronix   May 2005 - October 2006

Skills
Xbox 360, Game Programming, PS3, Lua, Video Games, SQL, Communications Audits, Linear Algebra, Stored Procedures, Perforce, Web Services, Gameplay Programming, Databases, Game Engines, Gameplay, Console, Wii, Shaders, HLSL, Xbox, XML, Agile Methodologies, OOP, C++, WCF, .NET, MVC, Microsoft SQL Server, C#, Entity Framework, IIS, PostgreSQL, SOA

Education
Université de Montréal   2003 — 2005
D.E.S.S., Informatique Appliquee

   1995 — 1996
Master, Design and inplementation

Robert Boutin, MBA Robert Boutin, MBA Ottawa, Canada Area Details
Robert Boutin, MBA's MD Financial Management Gestion financière MD Experience 2014 - Present
Job Lead, Brand Management and Creative Services at MD Financial Management | Gestion financière MD
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   2014 - Present
MD Financial Management Gestion financière MD   August 2013 - Present
Canada Post  January 2013 - August 2013
Nipissing University  May 2012 - December 2012
Canada Post  January 2008 - December 2012
Canada Post  July 2006 - January 2008
Canada Post Corp.   May 2001 - July 2006
Nozomi Ventures   August 2000 - May 2001
Corel Corporation  June 1998 - August 2000
Corel Corporation  January 1997 - June 1998

Skills
Corporate Social..., Project Management, Creative Direction, Sustainability, Strategic Planning, Corporate Communications, Marketing Communications, Strategic Communications, Integrated Marketing, Marketing Strategy, Internal Communications, Business Strategy, Team Leadership, Cross-functional Team..., Program Management, Advertising, Brand Management, Leadership, Strategy, Graphic Design, Change Management, Management, Brand Development, Business Development, Budgets, Coaching, Management Consulting, Marketing, Strategic Partnerships, Corporate Branding

Education
CSA Standards   2011 — 2011
ISO 14064-1 - Greenhouse Gas Inventories

MBA - University of Ottawa   2007 — 2010
MBA

E-marketing - Canadian Marketing Association   2005 — 2005
Certificate, E-marketing

CDI Education   2003 — 2003
Certificate, Project Planning, Analysis and Control

Branding - York University Schulich School of Business   2000 — 2000
Certificate, Branding

Graphic Communications - Université Laval   1988 — 1993
BAC, Graphic Communications

Université Laval   1987 — 1988
Completed Courses:, Psychology, Philosophy, Cinematography, Political Science, History of Art

College de Matane   1984 — 1987
DEC, Photography

Danielle Morin Danielle Morin Ottawa, Canada Area Details
Danielle Morin's MD Financial Management Gestion financière MD Experience November 2014 - Present
Job Client Assistant at MD Financial Management | Gestion financière MD
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   November 2014 - Present
MD Financial Management Gestion financière MD   October 2013 - November 2014
MD Financial Management Gestion financière MD   December 2012 - October 2013
Cadillac Fairview  August 2010 - December 2012
University of Ottawa  April 2009 - April 2011

Education
University of Ottawa / Université d'Ottawa   2008 — 2012

Sam Shadowitz Sam Shadowitz Toronto, Canada Area Details
Sam Shadowitz's MD Financial Management Gestion financière MD Experience May 2014 - August 2014
Job Analyst at Morneau Shepell
Industry
Experience
Morneau Shepell  May 2015 - Present
MD Financial Management Gestion financière MD   May 2014 - August 2014

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop

Education
Ivey Business School at Western University   2015 — 2017
Bachelor’s Degree, Business Administration and Management, General

Western University   2013 — 2017
Bachelor of Arts (BA), Business Administration and Management, General

Camon Mak Camon Mak Toronto, Canada Area Details
Camon Mak's MD Financial Management Gestion financière MD Experience March 2014 - Present
Job Banking & Account Solutions at MD Financial Management
Industry Banking
Experience
MD Financial Management Gestion financière MD   March 2014 - Present
Edward Jones  January 2012 - March 2014
RBC Royal Bank  October 2009 - January 2012
RBC Capital Markets  February 2008 - October 2009
RBC Dain Rauscher  September 2007 - February 2008
RBC  November 2005 - December 2006
RBC  July 2003 - November 2005
RBC  November 2001 - July 2003
Jupiter Media Metrix  July 1999 - November 2001
RBC Royal Bank  August 1998 - July 1999

Skills
Credit, Business Development, Financial Modeling, Financial Analysis, Risk Management, Banking, Finance, Analysis, Portfolio Management, Cross-functional Team..., Strategy, Business Strategy, Capital Markets, Loans, Management, Corporate Finance, Management Consulting, Strategic Planning, Mutual Funds, Sales, Negotiation, Analytics, Budgets, Financial Services, Leadership

Education
Ivey Business School at Western University   2009 — 2010
MBA, Class of 2010

The University of British Columbia - Sauder School of Business   1992 — 1996
Bachelor of Commerce

Sheri Finlay Sheri Finlay Ottawa, Canada Area Details
Sheri Finlay's MD Financial Management Gestion financière MD Experience September 2015 - Present
Job Software Development Leader and Advocate for Women in Technology
Industry Internet
Experience
MD Financial Management Gestion financière MD   September 2015 - Present
Women Powering Technology   June 2014 - Present
MD Financial Management  November 2012 - September 2015
Women Powering Technology   July 2012 - June 2014
MD Physician Services  September 2010 - November 2012
CanWIT (Women in Technology) (formerly CATA WIT)   September 2010 - July 2012
MD Physician Services  November 2009 - September 2010
CATA WIT (Women in Technology)   March 2009 - September 2010
Momentous.ca Corp.   August 2005 - November 2009
Pool.com   January 2004 - August 2005

Skills
CSS, Microsoft SQL Server, XML, .NET, ASP.NET, T-SQL, JavaScript, Database Design, Web Applications, Software Development, Databases, PHP, Software Design, Integration, Web Services

Education
Carleton University   1999 — 2003
BCS, Computer Science, Software & Computing with Honours

Roisin O'Reilly PMP Roisin O'Reilly PMP Ottawa, Canada Area Details
Roisin O'Reilly PMP's MD Financial Management Gestion financière MD Experience February 2013 - Present
Job Manager, Marketing Services at MD Finanacial Management
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   February 2013 - Present
MD Financial Management Gestion financière MD   November 2011 - Present
MD Financial Management Gestion financière MD   June 2010 - November 2011
Corel Corporation  June 2005 - June 2010
Multimedia Design Group / Avenue Design Group   February 2005 - June 2005
Capital Publishers   May 2003 - July 2004
FCM  March 2000 - May 2002

Skills
Project Management, Team Leadership, Product Management, Marketing Communications, Marketing, Strategic Planning, Management, Project Planning, Program Management, Process Improvement, Product Marketing, Strategy, Copywriting, Cross-functional Team..., Analysis, Change Management, Marketing Strategy, Business Analysis, Leadership, CRM

Education
Algonquin College of Applied Arts and Technology   2006 — 2008
Project Management Certificate

Algonquin College of Applied Arts and Technology   1991 — 1993
Creative Advertising Diploma, Advertising, Marketing, Communications

Sylvain Tremblay Sylvain Tremblay Montreal, Canada Area Details
Sylvain Tremblay's MD Financial Management Gestion financière MD Experience July 2015 - Present
Job IT Consultant Senior Software Engineer at MD Financial Management | Gestion financière MD
Industry Information Technology and Services
Experience
MD Financial Management Gestion financière MD   July 2015 - Present
Global-Lan   February 2008 - Present
Info ST (4313453 Canada inc.)   July 2007 - Present
Intact  December 2014 - April 2015
Acquisio  December 2009 - November 2014
Desjardins  December 2011 - September 2012
Telus Health Solutions  December 2009 - December 2011
TELUS  December 2009 - December 2011
Nurun  May 2008 - October 2009
Intuit  August 2007 - January 2008

Skills
Tomcat, J2EE, Struts, Weblogic, Java, Perl, JDBC, SQL, JBoss, Agile, AJAX, Spring, Hibernate, JavaScript, PHP, Scrum, HTML, MVC, CSS, C++, C, TCP/IP, Mac OS X, FTP, Python, Csh, XML, Apache, UML, JSP, Subversion, MySQL, Ant, Eclipse, Web Services, CVS, Linux, SOAP, SOA, Web Applications, DHCP, Agile Methodologies, Java Enterprise Edition, Software Development, Integration, Architecture, Software Design, Oracle, Architectures, Websphere

Education
Université de Sherbrooke   1989 — 1992
Bachelor of Science (B.Sc.), Computer/Information Technology Administration and Management

Collège Jean de-la-Mennais   1983 — 1985
Sec 5

Collège Notre-Dames des Servites   1981 — 1984
Sec 3, General

Chris Charette Chris Charette Ottawa, Canada Area Details
Chris Charette's MD Financial Management Gestion financière MD Experience August 2015 - Present
Job Quality Assurance Analyst for Financial System Conversion at MD Financial Management, Inc.
Industry Computer Software
Experience
MD Financial Management Gestion financière MD   August 2015 - Present
Optimal Payments PLC  June 2015 - July 2015
bitHeads, inc.   April 2015 - May 2015
BuySellFast Inc.   August 2013 - March 2015
MedVisit Inc.   June 2009 - December 2014
Canadian Medical Association  March 2014 - August 2014
Canadian Medical Association  January 2014 - July 2014
Akela Inc.   April 2010 - May 2013
Marzar Inc.   January 2009 - October 2011
Iron Coat Inc.   November 2010 - August 2011

Skills
Software Project..., Product Development, SharePoint, Software Development, Business Analysis, Requirements Analysis, Software Quality..., Software Quality Control, User Stories, Black-box Testing (..., Manual Testing, Scripting Test Cases, Workflow Analysis, Exploratory ( Ad hoc )..., Managing Outsourced..., Software Development..., Use Case Analysis, Test Planning, Microsoft Office, Desktop Application..., Learning Management..., Streaming Media, Windows Workstation (..., Agile (Scrum) Method (..., HP Application..., HP Quality Center, HP Quick Test..., PMBOK, Atlassian JIRA, Atlassian Confluence, Microsoft Office 365, Server Collocation, Firewall Management, Windows Server..., Website Storyboarding, Domain Name Management, Adobe Fireworks, Adobe Photoshop, Windows Server 2003,..., Internet Information..., WebEx, Join.me, Lync, VMware, Hyper-V

Education
Algonquin College of Applied Arts and Technology   1996 — 1998
Computer Systems Technician, Information Systems and Technology

Tracy Doerner Tracy Doerner Ottawa, Canada Area Details
Tracy Doerner's MD Financial Management Gestion financière MD Experience July 2015 - Present
Job Quality Assurance Specialist at MD Financial Management | Gestion financière MD
Industry Real Estate
Experience
MD Financial Management Gestion financière MD   July 2015 - Present
Acquity part of Accenture Interactive   July 2014 - Present
Acquity Group  May 2013 - Present
Canadian Real Estate Association  January 2011 - May 2013
Canadian Real Estate Association  July 2005 - January 2011
Canadian Real Estate Association  May 2007 - December 2010
Marconi  July 2006 - December 2010
Canadian Real Estate Association  July 2005 - May 2007
Cognos  October 2004 - July 2005
COGNOS CORPORATION  October 2004 - July 2005

Skills
Quality Assurance, Visio, Testing, Test Automation, User Acceptance Testing, Quality Center, Business Analysis, Web Applications, Team Leadership, Test Planning, Requirements Analysis, Test Cases, Databases, Microsoft SQL Server, Java, XML, HP Quality Center, Requirements Gathering

Education
Delta College   1994 — 1995

CEGEP de Valleyfield169 Champlain, Salaberry de

Carleton University

Delta College
Certificate, Programmer Analyst

H. S. Billings Career Education Centre
Professional Education Diploma, Professional Secretary; Finance

John Jardine John Jardine Ottawa, Canada Area Details
John Jardine's MD Financial Management Gestion financière MD Experience August 2015 - Present
Job at
Industry Computer Software
Experience
MD Financial Management Gestion financière MD   August 2015 - Present
Rebel.com  September 2014 - August 2015
Zip.ca  May 2007 - September 2014

Skills
Visual Studio, AJAX, Microsoft SQL Server, JavaScript, ASP.NET, XML, .NET, OOP, Java, Subversion, Agile Methodologies, Git, MySQL, C#, jQuery, PHP, Software Development, SQL, VB.NET, CSS, Database Design, T-SQL, Software Design, ASP, Web Services, HTML 5

Education
St. Lawrence College   2004 — 2007
Computer Engineering

Queen's University   2003 — 2005
Computer Science

Ann Greenwood Ann Greenwood Ottawa, Canada Area Details
Ann Greenwood's MD Financial Management Gestion financière MD Experience February 2009 - Present
Job Project Manager at MD Financial Management
Industry Information Technology and Services
Experience
MD Financial Management Gestion financière MD   February 2009 - Present
MD Funds Management (Canadian Medical Association)   February 2009 - May 2011
RBC Royal Bank  October 2006 - September 2008
IBM Global Services  June 2000 - October 2006
IBM Global Services  2006 - 2006

Skills
PMP, Project Delivery, Project Management, MS Project, PMO, Project Control, SDLC, Project Portfolio..., Management, Requirements Gathering, Software Project..., Program Financial..., Project Finance, Change Management

Education
McMaster University

Vinnie Lyon Vinnie Lyon Ottawa, Canada Area Details
Vinnie Lyon's MD Financial Management Gestion financière MD Experience May 2015 - Present
Job Contract Manager at MD Financial Management | Gestion financière MD
Industry Banking
Experience
MD Financial Management Gestion financière MD   May 2015 - Present
MBNA/BOA/TD Bank   November 2008 - Present
MBNA Canada  September 2006 - November 2008

Skills
Banking, Credit Cards, Relationship Management, Vendor Management, Credit, Financial Risk, Strategic Planning, Management, Risk Management, Credit Risk

Education
Algonquin College of Applied Arts and Technology
Public Relations

Algonquin College of Applied Arts and Technology
Public Relations

Sarah Lowden, CFP, Pl. Fin Sarah Lowden, CFP, Pl. Fin Montreal, Canada Area Details
Sarah Lowden, CFP, Pl. Fin's MD Financial Management Gestion financière MD Experience March 2014 - Present
Job Early Career and Zone Marketing Lead
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   March 2014 - Present
Clark Street Mercantile   February 2013 - Present
MD Financial Management Gestion financière MD   February 2013 - March 2014
MD Physician Services and the Canadian Medical Association   June 2011 - January 2013
MD Management  August 2009 - July 2011
MD Management  February 2007 - August 2009
MD Management  February 2006 - February 2007
Interinvest Consulting Corporation   January 2004 - January 2006

Skills
Strategic Financial..., Portfolio Management, Wealth Management, Banking, Investments, Retirement Planning, Mutual Funds, Investment Strategies, Financial Advisory, Finance, Financial Planning, Insurance, Entrepreneurship, Investment Advisory, Budgets, Wealth, Estate Planning, Asset Allocation

Education
McGill University   2003 — 2006
Graduate Degree in Management, Marketing

Monash University   2002 — 2003
Bachelor of Arts, English; Philosophy

Bishop's University   1999 — 2003
BA, English and Philosophy

Jane Elias Jane Elias Ottawa, Canada Area Details
Jane Elias's MD Financial Management Gestion financière MD Experience July 2014 - Present
Job Quality Assurance Analyst at MD Financial Management | Gestion financière MD
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   July 2014 - Present
Export Development Canada  December 2012 - June 2014
Immigration & Refugee Board   April 2012 - December 2012
MD Physician Services Inc.  July 2011 - April 2012
Export Development Canada  April 2010 - July 2011
Transport Canada  January 2010 - March 2010
Export Development Canada  April 2008 - December 2009
Elections Canada  August 2007 - March 2008
Export Development Canada  November 2005 - August 2007
Export Development Canada  April 2004 - October 2005

Skills
Advanced Excel skills, Writing test..., Defect management, Writing, Microsoft Excel, Software Development..., Testing, Defect Tracking, SharePoint, Quality Assurance, User Acceptance Testing, Regression Testing, SQL, Integration, Software Documentation, Oracle, Unix, SDLC, Business Analysis, Requirements Analysis, Business Requirements, Team Facilitation

Education
Concordia University   1989 — 1991
Diploma in Computer Science, Computer Science

Concordia University   1981 — 1983
Master's in English Literature, English Literature

Mary Geberdt Mary Geberdt Ottawa, Canada Area Details
Mary Geberdt's MD Financial Management Gestion financière MD Experience March 2015 - Present
Job Technology Stream Lead at MD Financial Management | Gestion financière MD
Industry Information Technology and Services
Experience
MD Financial Management Gestion financière MD   March 2015 - Present
MGGL Business Solutions, Inc.   February 2012 - March 2015
Bell Canada  May 2002 - January 2012
Precision Search Software, Inc.   October 1999 - December 2001
MCS Business Transitions, Inc.   September 1997 - October 1999
Solicitor General of Canada   July 1990 - September 1997
SHL Systemhouse  March 1981 - July 1990

Skills
Business Analysis, Requirements Analysis, Team Leadership, Cross-functional Team..., Process Improvement, Project Delivery, Change Management, Systems Analysis, Software Documentation, Telecommunications, Billing Systems, Project Planning, Business Requirements, Visio, MS Project, Requirements Gathering, Leadership, Project Management, Integration, Business Process, Software Project..., SDLC, Data Modeling, User Acceptance Testing, Business Case, Microsoft SQL Server, Solution Architecture, Project Portfolio..., Use Case Analysis, Coaching, Mentoring, Learning Quickly, Problem Solving, Virtual Teams, Process Efficiency, Strategic Planning, Functional Architecture, System Architecture, Software Integration, System Design, Order Processing, Functional Analysis, Functional..., Microsoft Office, Excel, Word, PowerPoint, Visual Basic, SQL Server, COBOL

Education
Carleton University   1978 — 1979
Bachelor of Applied Science (BASc), Mathematics and Computer Science

Joanne Vézina, MBA, ASC Joanne Vézina, MBA, ASC Montreal, Canada Area Details
Joanne Vézina, MBA, ASC's MD Financial Management Gestion financière MD Experience September 2008 - Present
Job Administratrice de sociétés spécialisée en Gouvernance et Ressources humaines avec une expérience pratique en Service à
Industry Management Consulting
Experience
MD Financial Management Gestion financière MD   September 2008 - Present
Humania Assurance   2005 - Present
Collège des administrateurs de societes   2011 - Present
Manulife  June 2015 - Present
Empire Life  2012 - Present
Standard Life  November 2007 - June 2015
Corporation financière Brome   2008 - 2013
Fonds LODH Opus   2007 - 2009
The International Investment Funds Association   2004 - 2008
FundSERV Inc.  2001 - 2004

Skills
Corporate Governance, Client Communications, HR and Comp Governance, Management Consulting, Compliance Program..., Project Management..., Customer Service, Customer Experience, Customer Satisfaction, Customer Retention, Strategic Planning, Services financiers, Management de la...

Education
Collège des administrateurs de sociétés, Université Laval   2005 — 2006
Certification universitaire en gouvernance de sociétés, Administrateur de sociétés certifiée

   1990 — 1992
Maîtrise, MBA

Louis Amstutz Louis Amstutz Ottawa, Canada Area Details
Louis Amstutz's MD Financial Management Gestion financière MD Experience March 2010 - March 2012
Job Software Developer at Halogen Software
Industry Computer Software
Experience
Halogen Software  March 2012 - Present
MD Financial Management Gestion financière MD   March 2010 - March 2012

Education
Carleton University   1999 — 2004
Bachelor's degree, Computer Science

Wendy Hughes Wendy Hughes Ottawa, Canada Area Details
Wendy Hughes's MD Financial Management Gestion financière MD Experience April 2014 - Present
Job Assistant Vice President, Strategic Communication and Collaboration
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   April 2014 - Present
MD Financial Management Gestion financière MD   September 2012 - April 2014
MD Financial Management Gestion financière MD   October 2009 - September 2012
MD Financial Management Gestion financière MD   September 2007 - October 2009
Royal Canadian Mounted Police  April 2005 - September 2007
SIPQuest   January 2005 - April 2005
CRTC  October 2004 - January 2005
Nortel  May 1999 - September 2004
Bell Canada  September 1989 - April 1999

Skills
Communications Planning, Change Management, Internal Communications, Editing, Strategic Communications, Leadership Development, Coaching, Corporate Communications, Marketing Communications, Leadership, Public Relations, Social Media, Training, Program Management, Policy, Marketing, Strategy, Media Relations, Messaging, Web Content, Crisis Communications, Speech Writing, Stakeholder Management

Education
Saint Paul University   2013 — 2019
Group Intervention and Leadership

Carleton University   1985 — 1989
BA Hon, Mass Communication

Amy Haskill Amy Haskill Ottawa, Canada Area Details
Amy Haskill's MD Financial Management Gestion financière MD Experience July 2014 - Present
Job Technology Consultant
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   July 2014 - Present
MD Physician Services  January 2005 - Present
MD Physician Services  May 2011 - July 2014
MD Physician Services  October 2010 - August 2011
MD Management  January 2005 - October 2010

Skills
Requirements Gathering, Business Analysis, Requirements Analysis, SDLC, Change Management, Visio, Team Leadership, Process Improvement, Financial Services, ITIL, Investments, Software Project...

Education
Carleton University   1993 — 1995

Lester B Pearson   1987 — 1993

Carole Gauthier Carole Gauthier Ottawa, Canada Area Details
Carole Gauthier's MD Financial Management Gestion financière MD Experience August 2014 - Present
Job Release Management Manager at MD Financial Management | Gestion financière MD
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   August 2014 - Present
MD Physician Services  October 2009 - Present
MD Financial Management Gestion financière MD   August 1993 - Present
MD Physician Services  January 2002 - October 2009
MD Physician Services  2000 - 2002

Skills
Requirements Analysis, Requirements Gathering, Business Analysis, Change Management, SDLC

Education
Algonquin College of Applied Arts and Technology   1993 — 1994
Financial Acounting

Herzing College   1987 — 1987
Business Administration

Sheila Moran Sheila Moran Ottawa, Canada Area Details
Sheila Moran's MD Financial Management Gestion financière MD Experience December 2014 - Present
Job Recruiter Administrator at MD Financial Management
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   December 2014 - Present
Alcatel-Lucent  January 2012 - June 2014
Alcatel-Lucent  February 2009 - January 2012
JDSU  April 2007 - January 2009

Skills
SAP, Oracle, Microsoft Office, taleo, Human Resources, Rewards Programs, HR Policies, Customer Service, CRM

Education
Algonquin College of Applied Arts and Technology
Business Administration

janet marris-craston janet marris-craston Ottawa, Canada Area Details
janet marris-craston's MD Financial Management Gestion financière MD Experience September 2013 - Present
Job Manager, Client Support & IT Services at MD Physician Services
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   September 2013 - Present
MD Financial Management Gestion financière MD   2009 - August 2013

Education
Algonquin College of Applied Arts and Technology   1995 — 1998
3 year Business Administration, Concentration in Finance, Finance, General

University of Ottawa   1991 — 1994
Bachelor Degree in English Literature

Diana Guertin Diana Guertin Ottawa, Canada Area Details
Diana Guertin's MD Financial Management Gestion financière MD Experience November 2012 - Present
Job Trust Associate at MD Private Trust
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   November 2012 - Present
RBC Dominion Securities  1989 - 2010

Skills
Asset Allocation, Customer Service, Training, Marketing Strategy, Sales, Microsoft Office, Wealth Management, High Net Worth..., Finance, Investments, Analysis, Public Speaking, Mutual Funds, Retirement Planning, Estate Administration

Education
Algonquin College of Applied Arts and Technology   1986 — 1988
Business Administration, Finance

Midland Ave Collegiate

Jacob Dobrowolski Jacob Dobrowolski Ottawa, Canada Area Details
Jacob Dobrowolski's MD Financial Management Gestion financière MD Experience February 2015 - Present
Job Senior Performance Reporting Analyst at MD Financial Management | Gestion financière MD
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   February 2015 - Present
MD Physician Services  June 2013 - Present
MD Financial  April 2011 - June 2013

Skills
Investment Strategies, Investment Advisory, Investments, Fixed Income, Mutual Funds, Retirement Planning

Education
CFA Institute
Passed Level I of the CFA Program

University of Ottawa
Bachelor of Commerce (B.Com.), Finance Honours

Fleming College
Business Administration Diploma

Colin Hoyte Colin Hoyte Ottawa, Canada Area Details
Colin Hoyte's MD Financial Management Gestion financière MD Experience March 2015 - Present
Job Finance and Accounting at MD Financial Management
Industry Financial Services
Experience
MD Financial Management Gestion financière MD   March 2015 - Present
MD Financial Management Gestion financière MD   March 2014 - March 2015
MD Financial Management Gestion financière MD   November 2013 - March 2014
MD Financial Management Gestion financière MD   September 2011 - November 2013

Skills
Process Improvement, Tax, Financial Analysis, Finance, Microsoft Excel, Analysis, Leadership, Risk Management, Banking, Team Leadership, Investments, Time Management, Financial Reporting

Education
Certified Management Accountants of Ontario
CMA Candidate - CMA Strategic Leadership Program

Certified Management Accountants of Ontario
CMA Accelerated Program

The University of Calgary
BA

Canadian Securities Institute
Canadian Securities Course

Nancy Neilson Nancy Neilson Ottawa, Canada Area Details
Nancy Neilson's MD Financial Management Gestion financière MD Experience March 2015 - Present
Job Manager, Project Change Management
Industry Hospital & Health Care
Experience
MD Financial Management Gestion financière MD   March 2015 - Present
Canadian Medical Association  August 2009 - Present
MD Management Ltd  1998 - 2000

Skills
Change Management, Coaching, Leadership Development, Training Delivery, Healthcare, Organizational..., Performance Management, Process Improvement, Management, Business Analysis, Strategic Planning, Program Management, Team Leadership, Strategy, Voice Actor and Painter, Public Speaking, Financial Planning

Education
University of Ottawa / Université d'Ottawa
Bachelor's degree, English and Business Administration

Marie-Simone Adou Marie-Simone Adou Montreal, Canada Area Details
Marie-Simone Adou's MD Financial Management Gestion financière MD Experience November 2013 - Present
Job
Industry Investment Management
Experience
MD Financial Management Gestion financière MD   November 2013 - Present

Education
Canadian Securities Institute (CSI)
Graduate of the Canadian Securities Course, CSC/CCVM

École des sciences de la gestion (ESG UQAM)
DESS, Instruments financiers dérivés

Universite Francois Rabelais de Tours
Master’s Degree, Economics and Finance

Université François Rabelais de Tours
Bachelor’s Degree, Economics and Finance

Lycée Henri Bergson
High School, Baccalauréat français ES (Économie et Sciences Sociales)

Collège Jean Mermoz (Côte d'Ivoire)
Études secondaires

Virginia Chin Virginia Chin Toronto, Canada Area Details
Virginia Chin's MD Financial Management Gestion financière MD Experience January 2007 - December 2008
Job Business Analyst at Ministry of Community and Social Services
Industry Information Technology and Services
Experience
Ministry of Community and Social Services  May 2013 - Present
Ontario Ministry of the Attorney General  January 2012 - March 2013
Ministry of Community and Social Services  May 2010 - April 2011
Ministry of Finance  2009 - 2010
MD Financial Management Gestion financière MD   January 2007 - December 2008
Qualicom Innovations Inc.   2005 - 2006

Skills
Project Management, Requirements Analysis, Strategic Planning, SharePoint, Curam Entreprise..., Oracle E-Business Suite, Business Architecture, Solutions Architecture, .NET, Java Enterprise Edition, Agile Methodologies, Service Oriented..., SDLC, Software Development, Testing, Business Analysis, Software System Analysis, Customer Relationship..., Management, Data Architecture

Education
McGill University
Bachelor of Commerce (BCom), Business Administration and Management, General

Oklahoma City University
Master of Business Administration (MBA)

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