MD Management Limited
Industry: Company
DescriptionFounded: 1986 Parent organization: Scotia Wealth Management Subsidiary: MD Management Limited
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MD Management Limited Employees
EY (formerly Ernst & Young LLP) October 2007 - Present
Ernst & Young LLP July 2001 - September 2007
Franklin Templeton Investments Corp February 2001 - June 2001
Franklin Templeton Investments Corp March 2000 - January 2001
MD Management Limited November 1998 - February 2000
Deloitte & Touche LLP January 1997 - November 1998
Beaton, Wills & Jefferson January 1994 - April 1996
Skills
Investments, Corporate Tax, Income Tax, Tax Compliance, Tax Preparation, Not-for-profits, Registered Charities, Tax
Education
Brock University 1992 — 1996
Bachelor (Hons, Co-op), Accounting
Cegep - Champlain College 1991 — 1992
Commerce, Pure & Applied Science
AGRHS 1985 — 1990
High School diploma
MD Management Limited July 2015 - Present
BMO Private Banking February 2014 - June 2015
TD Wealth May 2012 - January 2014
HSBC Global Asset Management October 2006 - May 2012
Scotia Private Client Group March 2006 - October 2006
BMO Financial Group March 2005 - March 2006
National Bank of Canada March 2000 - March 2005
T.E. Wealth May 1998 - March 2000
National Trust September 1996 - May 1998
Star Data Systems, Inc. May 1988 - September 1996
Skills
HNW, Financial Planners, Wealth Management, Portfolio Management, Investment Management, Estate Planning, Wills, Bonds, Wealth Management..., Finance, Financial Advisory, Private Banking, ETFs, High Net Worth..., Securities, Wealth
Education
Université Laval 1984 — 1988
Bachelor of Business Administration (BBA), Finance, General
CEGEP François-Xavier Garneau 1982 — 1984
DEC
Connor, Clark and Lunn Private Capital May 2005 - Present
MD Management Limited January 1996 - May 2005
Skills
Wealth Management, Investment Strategies, Investment Management, Investments, Alternative Investments, Portfolio Management, Investment Advisory, Asset Allocation, Fixed Income, Financial Planning, Asset Managment, High Net Worth..., Strategic Financial..., Retirement, Wealth Management..., Estate Planning, Investment Policy..., Portfolio Optimization, Asset Management
Education
University of Alberta
Finance, General
Canadian Association of Medical Radiation Technologists January 2010 - Present
Canadian Veterinary Medical Association (CVMA) March 2007 - February 2010
The Society of Obstetricians and Gynaecologists of Canada September 2003 - March 2007
MD Management Limited January 2003 - July 2003
MD Management Ltd. December 2000 - January 2003
Skills
Microsoft Office, iMIS, PeopleSoft, Crystal Reports, XML, SharePoint, Market Research, Product Marketing, Trade Shows, Survey Design, Survey Development, Membership Management, Database Management, Marketing Strategy, Budgeting, Customer Relations, Customer Satisfaction, Benchmarking, Women's Health, Non-profits, Yoga, Hatha Yoga, Marketing, Volunteering, Association Memberships, Member Relations, Association Management, Membership, Membership Growth, Training, Nonprofits, Budgets, Event Management, Strategic Planning, Management, Event Planning
Education
Empower Me Yoga Teacher Training Academy 2011 — 2011
RYT 200, Registered Yoga Teacher
Canadian Society of Association Executives 2006 — 2009
CAE, Certified Association Executive
Algonquin College of Applied Arts and Technology 1996 — 1998
Business Administration - Marketing
PH Consulting Services June 2009 - Present
CSI Global Education, Inc. July 2011 - January 2012
BMO Financial Group May 2006 - September 2008
BMO Nesbitt Burns June 1996 - April 2006
MMI Group Inc. June 1994 - May 1996
MD Management Limited June 1989 - May 1994
Mutual Financial Planning Limited June 1986 - May 1989
Royal Trust September 1985 - May 1986
Skills
Financial Analysis, Investments, Private Wealth..., Wealth Management, Financial Advisory, Financial Planning, Product Management, Team Leadership, Team Management, Cross-functional Team..., Software Project..., Business Strategy, Strategic Planning, Strategy Development, Regulatory Affairs, Retirement, Teaching/mentoring, Education Management, Strategic Financial..., Strategy, Relationship Management, Financial Services, Securities, Asset Management, Banking, Finance, Wealth, Estate Planning, Capital Markets, Financial Markets, Business Analysis, Insurance, Leadership, Business Development, Analysis, Management
Education
The University of Western Ontario - Richard Ivey School of Business 2007 — 2009
MBA, Business Management
Wilfrid Laurier University
Diploma, Business Administration
University of Waterloo
B.E.S., Environmental Studies
MD Physician Services December 2013 - Present
MD Physician Services 2008 - December 2013
MD Management Limited 2003 - 2008
MD Management Limited 2001 - 2003
MD Management Limited 1999 - 2001
Canadian Bar Association 1997 - 1999
Skills
Change Management, Executive Coaching, Employee Engagement, Organizational..., Performance Improvement, Employee Relations, Coaching, Organizational..., Talent Management, Strategy, Organizational Design, Personnel Management, Performance Management, Strategic Planning, Human Resources, Process Improvement, Leadership Development, Workshop Facilitation, Succession Planning, Leadership, Career Development, Team Leadership, Management Development, Employee Training, Management
Education
Royal Roads University 2009 — 2010
Post Graduate Certificate, Executive Coaching
University of Ottawa 1988 — 1992
Masters degree, Business Administration
Université du Québec en Outaouais 1984 — 1985
Certificate, Education
University of Ottawa 1981 — 1984
Specialized Bachelor degree (B Sc.), Physical Education
Brookfield Renewable Energy Group May 2014 - Present
Brookfield Renewable Energy Group July 2008 - Present
Brookfield Energy Marketing Inc July 2008 - June 2011
MD Management Limited February 2001 - July 2008
MD Management Ltd May 1998 - February 2001
Skills
Portfolio Management, Corporate Finance, Treasury Management, Trading, Renewable Energy, Investments, Energy Markets, Financial Modeling, Finance, Mutual Funds, Financial Analysis, Project Finance, Forecasting, Due Diligence, Private Equity, GAAP, Managerial Finance, Internal Controls, IFRS, Risk Management, Sarbanes-Oxley Act, Variance Analysis, Financial Reporting, Strategic Financial..., Investment Management, Asset Management, Valuation, Financial Risk, Mergers & Acquisitions, Derivatives, Capital Markets, Financial Accounting, Bloomberg, Cash Flow, Enterprise Risk..., Investment Strategies, US GAAP, Fixed Income, Financial Planning
Education
Institute of Chartered Financial Analysts 1992 — 1994
CFA
Dalhousie University 1984 — 1987
CA summer school, Accounting and finance
Canadian Institute of Chartered Accountants
Institute of Chartered Accountants of Bermuda
Saltus Grammar School
University of Guelph
B. Comm, Hotel Management
Canada Revenue Agency May 2015 - Present
Canada Revenue Agency March 2014 - May 2015
Fitness Fusion Studio September 2012 - January 2014
Ipsos Public Affairs August 2012 - January 2014
Phase 5 October 2011 - May 2012
Phase 5 October 2009 - October 2011
MD Management Limited May 2008 - June 2009
MD Management Limited March 2007 - April 2008
MBNA May 2004 - August 2004
MBNA May 2003 - August 2003
Skills
Quantitative Research, Qualitative Research, Secondary Research, Spanish, Market Research, Marketing Research, SPSS, Excel, Data Analysis, Writing, Segmentation, PowerPoint, Consumer Insights, Microsoft Office, Word, Research, Customer Service, Social Media, Business Strategy, Competitive Intelligence, Proposal Writing, Customer Satisfaction, Market Analysis, Statistics, Access, Strategic Planning, Questionnaire Design, Consumer Behavior, Competitive Analysis, Analysis, Editing, International Marketing, Online Research, Report Writing, Qualitative Market..., Consumer Behaviour, Customer Insight, Advertising Research, Microsoft Word, Microsoft Excel, Analytics, Survey Design, Research Design, Primary Research, Survey Research, Consumer Insight, Brand Equity, Data Collection, Marketing, Ethnography
Education
Algonquin College of Applied Arts and Technology 2009 — 2010
Marketing and Business Intelligence Research, Marketing and Business Intelligence Research
Carleton University 2002 — 2006
Bachelor of International Business, International Marketing and Trade
Universidad Adolfo Ibáñez 2005 — 2005
Commercial Engineering, Marketing
McSweeney & Associates June 2008 - Present
Barrhaven Optometric Centre 1999 - 2008
Royal LePage Real Estate Services Ltd., Brokerage 1997 - 1999
MD Management Limited 1991 - 1996
Skills
Microsoft Word, Organization, Project Coordination, Office Administration, Editing, Proofreading, Travel Planning, Event Planning, Community Development, Data Analysis, Strategic Planning, Research
Education
University of Ottawa / Université d'Ottawa 1986 — 2000
Bachelor of Arts (B.A.), Organizational Communication, General
Brookfield High School - Ottawa
Canada Revenue Agency December 2011 - September 2012
Citizenship and Immigration Canada November 2011 - December 2011
Canada Revenue Agency January 2011 - April 2011
Canadian Automobile Association October 2010 - December 2010
Canada Revenue Agency January 2010 - March 2010
MD Management Limited December 2008 - April 2009
EDS Canada, an HP Company September 2001 - November 2008
Bank of Canada October 1988 - September 2001
McGrath Canada Limited January 1988 - October 1988
Skills
Quality Assurance, Software Documentation
Education
Bishop's University
Business administration
Champlain Regional College (CEGEP)
Diploma, Social Sciences