MD Management
Industry: Company
DescriptionFounded: 1986 Parent organization: Scotia Wealth Management Subsidiary: MD Management Limited
MD Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MD Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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MD Management Employees
MD Management October 2011 - Present
CBRE/Hubbell Realty November 2005 - September 2011
Skills
Adobe Creative Suite, Microsoft Office, Adobe Professional, Marketing, Microsoft Excel, Property Management
Education
Oklahoma State University 1968 — 1972
Bachelor's degree, Elementary Education, 3.2
MD Management October 2013 - March 2014
Alcatel-Lucent October 2010 - January 2011
Nortel Networks March 2009 - June 2010
BTI Systems February 2008 - February 2009
Cisco Systems April 2007 - December 2007
Nortel Networks May 2001 - August 2004
Skills
Multicast, MPLS, VPN, Telecommunications, Embedded Software, IP, Wireless, Networking, Network Security, VoIP, Testing, TCP/IP, Integration, Ethernet, Cloud Computing, Project Management
Education
Carleton University 2009 — 2012
Master
Cisco College 2009 — 2010
CCNA
Algonquin College of Applied Arts and Technology 2003 — 2004
ORACLE 8i DBA
University of Ottawa / Université d'Ottawa 1997 — 2001
B.Sc. Hon.
University of Ottawa / Université d'Ottawa 1989 — 1993
B.A.Sc.
MD Management December 2013 - Present
Mary Kay August 2013 - Present
Block Real Estate Services May 2011 - December 2013
Haith & Company, Inc. August 2007 - October 2010
House Park & Dobratz, PC July 2005 - August 2007
Cohen Esrey Real Estate 2002 - 2005
Skills
General Ledger, Payroll, Account Reconciliation, Accounts Payable, Accounts Receivable, Financial Reporting, Financial Analysis, Corporate Finance, Yardi, Consolidated Financial..., Supervision, Auditing, Cash Flow, Yardi Voyager, Financial Statements, Tax Preparation, Leases, QuickBooks, GAAP, Accruals, Accounting, Property Management, Bank Reconciliation, Consolidation, Year-end Close, Journal Entries, Monthly Close, Internal Controls, Peachtree, Lease Administration, Revenue Recognition, Sales Tax, Commercial Real Estate, Financial Audits, Financial Accounting, Balance, Income Tax, Tax, Year End Accounts, Monthly Closing, Depreciation, Fixed Assets, Mas 90, Project Accounting, Variance Analysis, Sales, Cash Flow Forecasting, Ledger, Accountants, Payroll Taxes
Education
Columbia College 1994 — 1998
Business, Management, Accounting
MD Management February 2014 - Present
Dorothy Combs Models Inc. December 2010 - Present
Click Model Management Inc. November 2007 - Present
The Family Center October 2008 - October 2011
Skills
Singing, Entrepreneurship, Youth Mentoring, E-commerce, Editorial, Fashion, Magazines, Creative Direction, Styling, Event Planning, Social Networking, Advertising, Facebook, Fashion Shows, Photography, Social Media, Social Media Marketing
Education
University of Cincinnati 2003 — 2004
B.S., Speech Pathology
University of Cincinnati 2001 — 2003
B.A., Communication Journalism
Kenyon College 1997 — 2000
Drama
VCU Health System February 2006 - Present
MD Management October 2003 - January 2006
Skills
Business Management, Microsoft Technologies, Technology Management, Purchase Management, Inventory Management, Shipping & Receiving
Education
Strayer University
Bachelor of Business Administration (B.B.A.), 3.8
Strayer University
Associate of Science (A.S.), Business Administration and Management, General, 4.0
John Tyler Community College
Associate of Arts and Sciences (A.A.S.), Industrial Electronics Technology/Technician
John Tyler Community College
Associate of Arts and Sciences (A.A.S.), Instrumentation Technology/Technician
CIBC Wood Gundy August 2014 - Present
MD Management February 2008 - October 2013
SELF EMPLOYED MUSIC EDUCATOR April 1998 - October 2013
Guardian Trust Company April 1984 - April 1992
Skills
Management, Human Resources, Wealth Management, Coaching, Customer Service, Leadership, Compliance, Collaborative Problem..., Business Process..., Microsoft Office, Team Leadership, Strategic Planning, Front to Back Office, Financial Services, Security Operations, risk managment, Teamwork, Training Needs Analysis, Teaching Adults, Employee Training, Organizational..., Business Analysis, Leadership Development, Performance Management, Performance Measurement, Entrepreneurship, Sales Operations, Business Process, Financial Risk, Mutual Funds, Relationship Management, Organizational..., Team-oriented, Vocal Coaching, Needs Analysis, Music Education, Training, Workshop Facilitation, Public Speaking, Investments, Microsoft Excel, Securities
Education
Concordia University 2011 — 2014
Certificate Human Resources, Human Resources, 4.0
Canadian Securities Institute
Branch Managers Course, Compllance
Canadian Securities Institute 2010 — 2010
Canadian Securities Course and CPH, Financial Planning and Services
Essential Impact 2012 — 2013
Certified Life/Leadership Coach, Life/Leadership Coaching
Concordia University 2014 — 2016
Certificate, Adult and Continuing Education and Teaching, Certificate Program
Concordia University 1982 — 1985
Music Performance, Music
PwC, Consulting June 2011 - Present
PwC, Audit and Assurance September 2008 - June 2011
MD Management January 2005 - December 2006
Skills
Financial Analysis, Business Process..., Business Analysis, Management Consulting, Performance Management, Financial Reporting, Internal Controls, Project Management, Management, Consulting, Financial Services, Governance, Business Process, Business Transformation, Strategy, Change Management, IFRS
Education
The University of British Columbia 2007 — 2008
Diploma in Accounting
Queen's University 2000 — 2004
Economics & Psychology
Combers KC January 2013 - Present
Allied Waste May 2007 - July 2010
MD Management September 2004 - May 2007
The Laramar Group, LLC August 2001 - September 2004
Park Edge Apartments November 1999 - June 2001
Skills
Negotiation, Management, Leases, New Business Development, Customer Service, Cold Calling, Apartments, Tenant, Commercial Real Estate, Property, Advertising, Sales Operations, Small Business, Process Scheduler, Retail, Market Research, Lead Generation, Contract Negotiation, Sales, Account Management, Real Estate
Education
Neosho County Community College 2012 — 2014
Registered Nursing/Registered Nurse
Johnson County Community College 1995 — 1996
General
Shawnee Mission North High School 1991 — 1995
High School Diploma
MD Management May 2013 - Present
CIBC October 1998 - May 2013
Education
The University of Western Ontario - King's University College 2007 — 2011
Bachelor of Arts (B.A.)
Fanshawe College 1995 — 1997
Financial Services
MobileIron June 2014 - Present
Cambridgeport Consulting March 2011 - May 2014
Practice Solutions Software, a Canadian Medical Association company November 2004 - November 2010
MD Management January 2001 - October 2004
MD Management a Canadian Medical Association company May 1998 - December 2000
Mitel Corporation April 1993 - April 1998
Skills
Strategy Development, Acquisition Integration, Business Planning, Agile, Certified Scrum Master, EHR, EMR, Business case..., Business Case, Financial Services, Information Technology, Strategy, Management, Business Strategy, IT Management, Healthcare, Leadership, Strategic Planning, Business Development, Program Management, Healthcare Information..., Agile Methodologies, Business Process, Product Management, Process Improvement, CRM, New Business Development, Product Marketing, Cross-functional Team..., Enterprise Software, Business Analysis, Integration, Start-ups, Business Process..., Java, JavaScript, CSS, HTML, SQL, Requirements Analysis, Change Management, Project Management, Pragmatic Marketing..., Executive Management, Management Consulting
Education
Harvard University Extension School 2012 — 2016
Master of Liberal Arts (ALM), Information Technology, Concentration: Information Management Systems, GPA 3.75/4.0 - part-time
University of Ottawa / Université d'Ottawa
MBA, Marketing
Queen's University
Honours Bachelor of Commerce, Finance/Accounting
ScotiaMcleod August 2012 - Present
Envision Financial December 2011 - August 2012
BMO Financial Group February 2011 - December 2011
MD Management May 2008 - January 2011
MD Management January 2008 - January 2011
MD Management January 1998 - January 2008
Royal Trust January 1994 - January 1998
Skills
CFA Level 3 Candidate, Retirement Planning, Financial Planning, Investments, CFP, CIM, FMA, FCSI, Wealth Management, Strategic Financial..., Estate Planning, Mutual Funds, Retirement, Financial Planners, High Net Worth..., Equities, Investment Management, Investment Strategies, Investment Advisory, Wealth, Financial Advisory, Asset Allocation, Finance, Wealth Management..., Securities, Bonds, Asset Management, Pensions
Education
The University of British Columbia 1978 — 1983
Bachelor of Commerce (BCom), Accounting and Computer Science
Institute of Canadian Bankers
The University of British Columbia
BComm, Accounting, Finance
The University of British Columbia
Level 3 Candidate
RBC Wealth Management Financial Services August 2008 - Present
MD Management February 2006 - July 2008
Standard Life October 2004 - February 2006
Manulife Financial October 1998 - October 2004
Skills
Wealth Management, Insurance
Education
University of Manitoba 1986 — 1991
B. Comm (Hons), Business
Educators Financial Group Inc. March 2011 - Present
MD Physician Services Inc. June 2009 - March 2010
CMAH Foundation 2007 - March 2010
MD Life Insurance Company February 2005 - March 2010
MD Management January 2004 - March 2010
MD Physician Services Inc. June 2009 - February 2010
MD Insurance Agency Limited January 2005 - August 2009
MD Private Investment Management 2007 - June 2009
Lancet Asset Management Inc. 2002 - 2004
MD Funds Management 2000 - 2002
Skills
Insurance, Financial Services, Leadership, Sales Management, Strategic Financial..., Retirement Planning, Wealth Management, Mutual Funds, Investments, Retirement, Securities, Investment Advisory, Financial Advisory, Risk Management, Financial Planners, Strategy, Estate Planning, Wealth, Start-ups, Investment Strategies, Portfolio Management, Asset Management, Asset Allocation, Financial Planning
Education
The DIrectors College 2011 — 2012
Chartered Director (C.Dir)
University of Manitoba 1980 — 1982
M.Sc., Actuarial and Business Mathematics
The University of Winnipeg 1977 — 1980
B.Sc., Calculus & Physics
Westwood Collegiate 1974 — 1977
Canada Deposit Insurance Corporation March 2014 - Present
Canada Deposit Insurance Corporation October 2007 - March 2014
Export Development Canada December 2005 - October 2007
Export Development Canada August 2005 - December 2005
Export Development Canada October 2001 - August 2005
MD Management May 2000 - October 2001
MD Management July 1999 - May 2000
MD Management September 1997 - July 1999
Skills
Risk, Credit, Credit Risk, Credit Analysis, Financial Analysis, Financial Risk, Banking, Risk Management, Analysis, Fixed Income, Investments, Loans, Financial Services, Portfolio Management, Securities
Education
Association for Investment Management and Research (now CFA Institute) 1999 — 2001
Chartered Financial Analyst (CFA) designation awarded
Queen's University 1989 — 1993
Bachelor of Commerce with Honours
BMO Nesbitt Burns May 2014 - Present
Fanshawe College September 2012 - April 2014
Zavitz Insurance Inc. 2009 - April 2014
MD Management 2000 - 2004
TDCanadaTrust January 1997 - January 2000
Skills
Estate Planning, Retirement Planning, Planned Giving, Financial Planning, Insurance, Strategic Financial..., Wealth Management, Financial Services, Critical Illness, Financial Advisory, Retirement, Investments, Investment Advisory, Disability Insurance, Finance, Financial Planners, Portfolio Management
Education
McMaster University 1991 — 1996
Honours BA, Psychology/Economics
Oakridge SS
Independent Accountants' Investment Counsel September 2010 - Present
MD Management September 2007 - August 2010
MD Management 1999 - 2006
Skills
Financial Planning, Retirement Planning, Public Speaking, training and development, Strategic Financial..., Estate Planning, Investment Advisory, Wealth Management, Financial Planners, High Net Worth..., Asset Allocation, Financial Analysis, Mutual Funds, Investments, Retirement, Financial Advisory, Wealth Management..., Investment Strategies, Investment Management, Wealth, Certified Financial...
Education
Fanshawe College 1987 — 1989
Sales
Walkerton District Secondary School 1981 — 1986
Canadian Securities Institute
Partners, Directors and Senior Officers Course
BMO Harris Investment Management Inc January 2013 - Present
BMO Harris Private Banking November 2009 - January 2013
MD Management 2005 - 2009
Danken Music Publishers 1995 - 2003
Scotia Cassels 1998 - 2002
Dalhousie University 1998 - 2002
Scotia Discount Brokerage 1990 - 1995
Saint Mary's University 1987 - 1988
Dalhousie University 1987 - 1987
Skills
Wealth Management, Investment Strategies, Investments, Portfolio Management, Investment Advisory, Asset Allocation, Mutual Funds, Investment Management, Financial Services, High Net Worth..., Retirement Planning, Wealth Management..., Securities, Asset Management, Equities, Fixed Income, Estate Planning, Wealth, Private Banking, Strategic Financial..., Financial Advisory, Alternative Investments, Retirement, Banking, Capital Markets, Financial Planners, Asset Managment, Education
Education
Dalhousie University 1982 — 1984
MBA, International Finance
Carleton University 1978 — 1980
Bachelor of Music, Music
University of Ottawa
Bachelor’s Degree, English, Music & Philosophy
Pine Grove
BridgePort Realty Capital Partners Inc. November 2008 - Present
Lycee Claudel November 2012 - Present
The Ottawa Hospital September 2004 - October 2008
The Ottawa Hospial Academic Medical Organization September 2004 - October 2008
Practice Solutions January 2002 - September 2004
MD Management November 1997 - January 2002
Ottawa Civic Hospital May 1995 - November 1997
Skills
New Business Development, Entrepreneurship, Healthcare Management, Strategic Planning, Public Speaking, Team Building, Leadership Development, Management Consulting, Coaching, Business Strategy, Team Leadership, Business Development
Education
University of Ottawa 1993 — 1995
MHA
University of Ottawa 1989 — 1993
B.Sc. (Honours)
CEGEP - John Abbott College 1987 — 1989
DEC
Lindsay Place High School 1984 — 1987
HS Diploma
University of California, San Diego August 2015 - Present
University of California, San Diego December 2014 - June 2015
UCSD Moores Cancer Center January 2015 - May 2015
Morgan Family Foundation February 2003 - 2013
MD Management February 2012 - April 2012
Nashville Children's Theatre October 2004 - May 2005
Kaiser Permanente June 2000 - April 2001
MD Law offices in Kansas City 1992 - 1993
Skills
Community Outreach, Intergenerational..., Peace and Equity..., Ethical Decision Making, Team Building, Social Inclusion, Event Planning, Creative Writing, Research, Proposal Leadership, Liaison, SPSS, Organization, Fundraising, Nonprofits, Human Subjects Research, Data Entry, Editing, Data Analysis, Survey Monkey, IRB Certified, Microsoft Excel, Microsoft Word, Women's Health, Women's Rights
Education
UCSD 2011 — 2016
Bachelor of Applied Science (B.A.Sc.), Public Health, 3.460 GPA
MiraCosta College 1995 — 2000
Associate of Arts (AA), General Studies, 3.625 transferable GPA
MD Management March 2006 - Present
MD Management February 2005 - March 2006
National Bank Financial May 1997 - January 2005
Education
NAIT 1996 — 1998
Diploma, Finance, General
Capital Benefit March 2008 - Present
Capital Benefit Fianancial Group 2009 - 2009
MD Management February 2000 - June 2005
London Life October 1998 - February 2000
London Life August 1991 - October 1998
Skills
Critical Illness, Insurance, Estate Planning, Disability Insurance, Long Term Care, Retirement Planning, Investments, Group Benefits, Term Life Insurance, Retirement, Employee Benefits, Strategic Financial..., Life Insurance, Long-term Care, Health Insurance, Financial Goals, Mutual Funds, Wealth Accumulation, Pensions, Whole Life, Financial Advisory, Financial Services, Fixed Annuities, Investment Strategies, Wealth Management, Income Protection, Long Term Care Insurance, Retirement Savings, High Net Worth..., Investment Advisory, Financial Planners, Segregated Funds, Wealth, TFSA, Asset Allocation, Holistic Financial..., Certified Financial..., RRSP, Wealth Management..., Personal Financial..., Savings, Bonds, Universal Life, Personal Finance, Investment Management, Saving for Education, Securities, Permanent Life Insurance, Key Person Insurance, Key Person Protection
Education
University of Ottawa / Université d'Ottawa 1974 — 1978
charlebois
Minto Group Inc. March 2015 - Present
KPMG Canada October 2013 - February 2015
KPMG Canada October 2011 - September 2013
KPMG Canada October 2009 - September 2011
KPMG Canada October 2007 - September 2009
SEI May 2007 - September 2007
Self-employed January 2001 - April 2006
MD Management September 2004 - March 2006
A Perfect Fourth String Quartet 2000 - 2006
Skills
Organizational..., Creative Problem Solving, Technical Analysis, Team Spirit, Accounting, Audit, Tax, Internal Audit, Real Estate, Auditing, IFRS, Assurance
Education
University of Ottawa / Université d'Ottawa 2003 — 2007
B. Comm, Accounting
Lisgar Collegiate Institute 1999 — 2003
Corporate Renaissance Group November 2003 - Present
Mitel Networks January 2003 - October 2003
MD Management 1996 - 2003
Canadian Medical Association October 1998 - September 1999
Royal Bank of Canada July 1988 - March 1994
PC Edge 1991 - 1993
Skills
Solution Selling, Channel Partners, Vendor Management, Microsoft Excel, Business Requirements, Management, Strategic Planning, Business Strategy, Professional Services, Enterprise Software, Business Development, Project Management, Analytics, Strategy, Leadership, Marketing, Pre-sales, SaaS, Strategic Partnerships, IT Management, Business Intelligence, Lead Generation, CRM, Cloud Computing, Business Analysis
Education
University of Ottawa 2012 — 2012
The Leadership Forum
McGill University 2009 — 2009
Executive Leadership
University of Ottawa 2000 — 2002
MBA
Carleton University 1988 — 1992
B.Comm, Information Systems and Finance
Sentry Investments April 2013 - January 2015
Mackenzie Financial January 2001 - December 2012
Standard Life January 1999 - October 2001
ScotiaMcLeod 1997 - 1998
MD Management January 1991 - 1997
Skills
Investments, Mutual Funds, Wealth Management, Business Development, Financial Services, Practice management, Strategic Marketing..., Asset Allocation, Asset Management, Business Relationship..., Customer Service, Customer Engagement, Financial Advisory, Investment Strategies, Investment Advisory, Key Account..., Practice Management, Management, Strategic Financial..., Finance, Financial Planning, Sales, Portfolio Management, Manage Client..., Relationship Management, Long-term Customer...
Education
The Ultimate Communicator 2013 — 2013
The power of influence, Sales
Sequoia System International 2002 — 2002
Sequoia System for Wholesalers, Sales
IQPF 1995 — 1996
Senior Financial Planner, CPF
Dale Carnegie 1991 — 1991
Dale Carnegie Strategic presentation workshop, Sales
Concordia University 1971 — 1986
Bachelor in commerce, Accounting and Finance
Dynamic Funds September 2009 - Present
Dynamic Funds May 2005 - September 2009
Dynamic Funds September 2001 - May 2005
Strategic Nova 2001 - 2003
MD Management May 1998 - December 2000
MD Management November 1996 - May 1998
Lehman Brothers 1988 - 1991
Banque Paribas 1986 - 1988
Skills
Investments, Mutual Funds, Investment Strategies, Portfolio Management, Wealth Management, Strategy, Asset Management, Investment Advisory, Alternative Investments, Equities, Hedge Funds, Asset Allocation, Investment Management, Fixed Income, Securities, Financial Services, ETFs, Bloomberg, Retirement Planning, Capital Markets
Education
Calvin College 1984 — 1986
BA, Business
Family Insurance Plans .com January 1999 - Present
Portfolio Strategies February 1983 - Present
Portfolio Strategies Corporation 2004 - 2010
Portfolio Strategies Corporation 2004 - 2010
MD Management 1999 - 2001
Cdn Bar Insurance Association 1985 - 1999
Skills
Retirement, Insurance, Mutual Funds, Budgets, Life Insurance, Finance, Strategic Financial..., Financial Services, Wealth Management, Sales, Retirement Planning, Critical Illness, Disability Insurance, Investment Advisory, Estate Planning, Financial Advisory
Education
British Columbia Institute of Technology 1980 — 1982
Marketing Management Diploma, Marketing/Marketing Management, General
CMK Business Solutions 2011 - Present
MD Management November 2005 - March 2011
CIBC Wealth Management 1997 - 2005
Union Energy 1997 - 1998
Superior Propane 1992 - 1995
Black Photo Corporation 1986 - 1992
Skills
Marketing Communications, Marketing Strategy, Market Research, Customer Relations, Online Marketing, Promotions, Consumer Insights, Marketing Management, Segmentation, Integrated Marketing, Digital Marketing
Education
Harvard University 2010 — 2011
Environmental Sustainability
The University of Western Ontario - King's University College
HBA
University of Toronto
University of Windsor
MBA
RED Development February 2013 - Present
RED Development May 2012 - February 2013
MD Management August 2006 - March 2012
Harpool Morgan Haney August 2006 - May 2009
M&I Bank April 2001 - August 2006
Skills
Real Estate Development, Lead Generation, Financial Analysis, Real Estate, Real Estate Finance, Negotiation, Contract Negotiation, Leasing, Leases, Team Leadership, Credit Analysis, Budgeting, Real Estate Investment, Commercial Real Estate, Real Estate Economics, Leadership, Budgets, Real Estate Transactions, Marketing, Investment Properties
Education
The University of Kansas 1997 — 2001
BS, Business Administration
Independence LEAD 2006 — 2006
Blue Valley North HS 1994 — 1997
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
MD Management January 2008 - Present
Kerr Financial February 2000 - December 2006
Skills
Strategic Financial..., Financial Planners, Wealth Management, Investment Management, Investments, Wealth, Mutual Funds, Retirement, Retirement Planning, Finance, Investment Strategies, Portfolio Management, Investment Advisory, Financial Planning, Personal Tax Planning, Corporate Tax Planning
Education
McGill University
BACHELOR, FINANCE
The RH Johnson Company February 2014 - Present
MD Management March 2009 - February 2014
Harpool Morgan Haney February 2007 - February 2009
Dial Realty of Kansas City June 1993 - February 2007
Skills
Entitlements, Real Estate Development, Mixed-use, Real Estate, Residential Homes, Feasibility Studies, Leases, Construction Management, Disposition, Site Planning, Construction, Commercial Real Estate, Land Acquisition, Location Intelligence, Real Estate Economics, Land Development, Zoning, Corporate Real Estate, Redevelopment, Shopping Centers, Real Estate Transactions, Tenant, Brokerage, Landlords, Lease Negotiations, Property Management, Dispositions
Education
University of Oregon 1968 — 1973
Bachelor of Arts, Architecture
MD Management September 2012 - Present
MD Management Ltd January 2008 - Present
MD Management - CMAH 2006 - Present
ATB Investor Services 2002 - 2006
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Leadership Development, Financial Advisory, Mutual Funds, Team Building, Coaching, Retirement, Team Leadership, Investment Advisory, Financial Planners, Management, Leadership
Education
University of Alberta 1987 — 1991
B.Comm
Standard Life January 2014 - Present
Desjardins September 2001 - December 2013
MD Management October 1997 - August 2001
Bank of Montreal September 1996 - October 1997
ALTAMIRA INVESTMENT SERVICES INC October 1994 - April 1996
INVESTPRO SECURITIES INC February 1993 - September 1994
Skills
Investments, Strategy, Portfolio Management, Financial Analysis, Management, Finance, Marketing Strategy, Strategic Financial..., Product Management, Analysis, Financial Services, Sales Management, Investment Strategies, Financial Advisory, Sales, Executive Management, Customer Service
Education
CFA Institute 1994 — 1996
CFA, Finance
Concordia University 1988 — 1992
Bachelor of commerce, Finance
ATCO Gas August 2012 - Present
ATCO Gas April 2011 - August 2012
ATCO Gas October 2008 - April 2011
MD Management November 2005 - May 2007
TD January 2003 - June 2005
TD June 2001 - January 2003
TD Waterhouse October 2000 - June 2001
Skills
Microsoft Office, Customer Service, Social Media, HTML, Microsoft Excel, Photoshop, JavaScript, Microsoft Word, Linux, Java
Education
Northern Alberta Institute of Technology 1998 — 2000
Diploma, Finance, General
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
Edon Management June 2013 - Present
Edon Management January 2012 - May 2013
Strategic Group July 2006 - October 2011
MD Management February 2005 - June 2006
Alpha Investments Ltd May 2004 - August 2004
Maritime Life Assurance Company April 2002 - April 2004
Eckler Partners Ltd December 1997 - April 2002
The Prudential Marquis Realty June 1994 - September 1996
Skills
Renewals, Landlord, Leases, Apartments, Real Estate, Residential, Negotiation, Office Space, Microsoft Office, Commercial Office, Residential Homes, Brokerage, Property, Landlords, Corporate Real Estate, Location Intelligence, Commercial Real Estate, Real Estate Financing, Commercial Buildings, Lease Administration, Property Management, Real Estate Development, Marketing, Real Estate Transactions, Tenant, Accounts Payable, Lease Negotiations, Tenant Representation, Real Estate Economics, Management, Disposition, Contract Negotiation, Shopping Centers, Commercial Leasing, Appraisals, Investment Properties
Education
University College of Cape Breton 1993 — 1995
Cape Breton Business College 1992 — 1993
Diploma
Riverview Rural High School 1989 — 1992
Grade 12, University preparatory
Canadian Institute of Management
Certificate, Supervisory Management
Christopher Leadership Course
Certificate
Saint Mary's University Executive & Professional Development
Certificate, Business Communications
PWGSC January 2011 - Present
MD Management 2005 - 2009
MD Management 1999 - 2005
Digital Equipment Corporation 1995 - 1999
Gandalf Data Ltd. 1990 - 1995
Education
University of Regina 1982 — 1987
BaSc, Industrial Systems Engineering
RBC Wealth Management October 2011 - Present
MD Physician Services 2006 - December 2010
MD Management 2003 - 2006
MD Management 1999 - 2003
MD Management 1998 - 1999
Education
University of Ottawa 1991 — 1995
B.Com.
University of Ottawa 1991 — 1995
BSS
MD Management February 2014 - Present
MD Management January 2013 - Present
MD Management LTD February 2011 - Present
CIBC November 2005 - February 2011
Scotia Private Client Group February 2000 - May 2005
Skills
Coaching, Leadership, Wealth Management, Banking, Business Development, Business Planning, Business Strategy, Financial Analysis, Financial Planning, Insurance, Investment Advisory, Investments, Mutual Funds, Management, Portfolio Management, Retirement Planning, Risk Management, Sales Management, Strategic Planning, Strategy, Wealth Management...
Education
University of Saskatchewan 1985 — 1989
BA Double Honors, Economics Political Studies
MD Management March 2014 - Present
MD Management January 2014 - March 2014
MD Management November 2012 - December 2013
MD Management May 2010 - November 2012
MD Management March 2008 - May 2010
Skills
Wealth Management, Mutual Funds, Investment Advisory, Investment Strategies, Wealth Management..., Certified Financial..., High Net Worth..., Retirement Planning, Estate Planning, Investments, Retirement, Strategic Financial..., Asset Allocation, Securities, Financial Advisory, Portfolio Management, Financial Planners, Wealth, Financial Planning
Education
Université de Montréal 2005 — 2007
M.Sc., Political Science
Université du Québec à Montréal 2002 — 2004
B.A., Political Science
Digital Payment Technologies August 2010 - February 2012
Rocky Mountain Bicycles September 2008 - August 2010
Randstad Work Solutions January 2008 - September 2008
Contract Financial Planning 2005 - 2008
MD Management 2001 - 2005
Cartier Mutual Funds 2000 - 2001
Scotia McLeod 1998 - 2000
uniPHARM Wholesale Drugs Ltd. 1994 - 1997
Skills
Salesforce.com, Marketing, Competitive Analysis
Education
Canadian Securities Institute 2005 — 2005
Professional Financial Planning, Financial Planning and Services
British Columbia Institute of Technology / BCIT 2001 — 2003
Associate's degree, Financial Planning and Services
Canadian Securities Institute
Canadian Securities Course, Professional Financial Planner
British Columbia Institute of Technology / BCIT 1997 — 1998
Associate's degree, Marketing/Marketing Management, General