MD Management Ltd

Industry: Company

Description

Founded: 1986 Parent organization: Scotia Wealth Management Subsidiary: MD Management LimitedFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportMD Financial ManagementWebsiteDirections Saved (0) Saved Save Financial planner in Montreal, Québec Address: 2702-1000 Rue de la Gauchetière O, Montréal, QC H3B 4W5, Canada Hours: Closed ⋅ Opens 8AM Fri Thursday8AM–8PMFriday8AM–8PMSaturdayClosedSundayClosedMonday8AM–8PMTuesday8AM–8PMWednesday8AM–8PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Province: Québec Phone: +1 514-392-1434: : : : : : Place name: Category: Website: Website: http://www.mdm.ca/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of MD Financial Management Posting publicly on the Web Write a review Reviews Be the first to review

MD Management Ltd List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MD Management Ltd. You can filter them based on skills, years of employment, job, education, department, and prior employment.

MD Management Ltd Salaries. You can even request information on how much does MD Management Ltd pay if you want to. Learn about salaries, pros and cons of working for MD Management Ltd directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

44 MD Management Ltd employees in database. Find out everything there's to know about MD Management Ltd employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

MD Management Ltd Employees

Employee
Years
Job
Industry
Kim Mattar Kim Mattar Ottawa, Canada Area Details
Kim Mattar's MD Management Ltd Experience November 1997 - March 1999
Job Accounts Payable Administrator at Telesat Canada
Industry Financial Services
Experience
Telesat Canada  January 2014 - Present
Brookfield Renewable Energy Group  October 2013 - December 2013
MD Physician Services  March 1999 - September 2013
MD Physician Services  July 2010 - July 2012
MD Management Ltd   November 1997 - March 1999
Canadian Medical Association  May 1997 - November 1997
L'Arche Ottawa   September 1989 - January 1997

Skills
Accounting, Accounts Payable, eBack office - epicor, Concur expense, Bank Reconciliation, Cash Management, Journal Entries, Month End Close, General Ledger, Account Reconciliation, Invoicing, Fixed Assets, Administration, Payments, Finance, Banking, Expenses

Education
Algonquin College of Applied Arts and Technology   1995 — 1997
Office Administration - Executive Diploma, General Office Occupations and Clerical Services

Dan Szyjka, CFA Dan Szyjka, CFA Ottawa, Canada Area Details
Dan Szyjka, CFA's MD Management Ltd Experience 1998 - 2001
Job Insurance Manager Canada and U.S. at Alstom
Industry Insurance
Experience
Alstom Power  January 2013 - Present
Szyjka Consulting Inc.   December 2011 - January 2013
Export Development Canada  November 2008 - February 2011
Export Development Canada  June 2006 - October 2008
Export Development Canada  June 2001 - May 2006
MD Management Ltd   1998 - 2001

Skills
Risk Management, Credit Risk, Financial Risk, Portfolio Management, Credit, Management, Banking, Insurance, Credit Analysis, Financial Analysis, Leadership, Analysis, Underwriting, Cash Management, Corporate Finance, Risk, Financial Modeling, Variance Analysis, Financial Metrics, Commercial Insurance, Contract Negotiation

Education
Carleton University   1991 — 1996
Honours B.A., Economics, Political Science

Kapuskasing District High School   1986 — 1990

Jason Bullock, CFP® Jason Bullock, CFP® Ottawa, Canada Area Details
Jason Bullock, CFP®'s MD Management Ltd Experience September 2006 - September 2011
Job Securities Planning Specialist at Investors Group (IGSI) Member, Canadian Investor Protection Fund
Industry Investment Management
Experience
Investors Group  July 2015 - Present
Algonquin College  May 2009 - Present
Wever Financial   January 2015 - July 2015
RBC Dominion Securities  September 2011 - November 2013
MD Management Ltd.  September 2006 - September 2011

Skills
Wealth Management, Investment Advisory, Investment Strategies, Strategic Financial..., Retirement Planning, Investments, Mutual Funds, Financial Planners, Estate Planning, Asset Allocation, Financial Advisory, Portfolio Management, Investment Management, Asset Management, Retirement, Financial Planning

Education
Algonquin College of Applied Arts and Technology   2003 — 2005
Finance with Honors, Business

Cedarview

Steve McLaren Steve McLaren Washington, District Of Columbia Details
Steve McLaren's MD Management Ltd Experience 1999 - 2002
Job Counsellor (Finance) at Canadian Embassy, Washington
Industry Government Administration
Experience
Canadian Embassy, Washington   August 2015 - Present
Department of Finance Canada  July 2012 - July 2015
Department of Finance Canada  2011 - 2012
Department of Finance Canada  2006 - 2011
Department of Finance Canada  2002 - 2006
MD Management Ltd.  1999 - 2002
Steve McLaren Communications   1994 - 2002
Canadian Pharmaceutical Journal   1994 - 1999
Canadian Pharmaceutical Association   1991 - 1994
Civil Service Co-operative Credit Society, Ltd.   1989 - 1991

Skills
Speech Writing, Strategic Communications, Strategy, Wit, Media Relations, Editing, Policy Analysis, Public Relations, Policy, Public Policy, Writing, Crisis Communications, Corporate Communications, Government, Internal Communications

Education
Carleton University   1985 — 1989
BJ (Hon.), Journalism

Canadian Securities Institute
Canadian Securities Course (Honours)

Sterling Sunley Sterling Sunley Vancouver, Canada Area Details
Sterling Sunley's MD Management Ltd Experience 1987 - 1997
Job Member of the Immigration and Refugee Board of Canada
Industry Government Administration
Experience
Immigration and Refugee Board  June 2013 - Present
JEAS Consulting   June 2012 - Present
Oregon Scientific  2011 - 2012
Camnex Marketing Inc.   January 2003 - December 2010
IQON Financial   October 2001 - September 2003
IQON Financial   March 1998 - September 2001
MD Management Ltd.  1987 - 1997

Skills
Organizational..., People Development and..., Communication and..., Business Development, Strategic Planning, Leadership, Team Building, Negotiation, Sales Management, Strategic Financial..., New Business Development, Analysis, Management, Competitive Analysis, Business Planning

Education
University of Alberta
Bachelor of Arts (B.A.), Economics

Carole Deburggraeve Carole Deburggraeve Ottawa, Canada Area Details
Carole Deburggraeve's MD Management Ltd Experience 1999 - 2003
Job Associate Director, Member Engagement at Canadian Medical Association
Industry Hospital & Health Care
Experience
Canadian Medical Association  May 2003 - Present
MD Management Ltd.  1999 - 2003

Skills
Healthcare, Strategic Planning, Non-profits, Public Speaking, Public Relations, Nonprofits, Policy, Healthcare Management, Fundraising, Data Analysis, Community Outreach, Budgets, Research, Event Planning, Leadership, Microsoft Word, Process Improvement

Education
University of Ottawa / Université d'Ottawa
BA, Communications, English

Erin Gardner Erin Gardner Ottawa, Canada Area Details
Erin Gardner's MD Management Ltd Experience December 2001 - November 2002
Job Quality Assurance Analyst at MD Financial Management
Industry Telecommunications
Experience
MD Financial Management  March 2014 - Present
JSI Telecom  July 2005 - January 2014
JSI Telecom  November 2002 - July 2005
MD Management Ltd   December 2001 - November 2002

Skills
Technical Writing, Requirements Analysis, Agile Methodologies, SharePoint, Software Development, Software Documentation, XML, Analysis, Quality Assurance, Product Management, SQL

Education
Carleton University   1996 — 1999
Bachelors, Mass Communication

Sir Wilfrid Laurier Secondary School

David Keenan, CFP, FMA, CIM, FCSI David Keenan, CFP, FMA, CIM, FCSI Ottawa, Canada Area Details
David Keenan, CFP, FMA, CIM, FCSI's MD Management Ltd Experience February 2008 - February 2011
Job Portfolio Manager at MD Physician Services
Industry Investment Management
Experience
MD Physician Services  January 2014 - Present
MD Physician Services Inc.  February 2011 - January 2014
MD Management Ltd.  February 2008 - February 2011
TD Waterhouse Private Investment Counsel   2005 - 2008
TD Waterhouse  February 2001 - February 2005

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

Education
University of New Brunswick   1991 — 1995
MA, Economics

Glasgow University   1986 — 1990
BA (Hons), Political Economy

Jennifer Hiemstra Jennifer Hiemstra Toronto, Canada Area Details
Jennifer Hiemstra's MD Management Ltd Experience October 2007 - October 2011
Job Wealth Advisor, CIBC Wealth Advisory Services
Industry Financial Services
Experience
TD Waterhouse Private Client Services  November 2011 - July 2015
MD Management Ltd.  October 2007 - October 2011
Alterna Savings  July 2006 - September 2007
CIBC  1992 - 2006

Skills
Credit, Financial Planning, Wealth Management, Banking, Investments, Wealth, Estate Planning, Private Wealth..., Financial Advisory, Private Banking, Mortgage, Retirement, High Net Worth..., Retirement Planning, Loans, Professionals, Strategic Financial..., Wealth Management..., Mutual Funds, Finance, Investment Strategies, Investment Advisory, Certified Financial..., Portfolio Management, Financial Planners, Mortgage Lending

Education
Financial Planning Standards Council   2002 — 2002
CFP, Financial Planning

Canadian Securities Institute   2001 — 2002
CSC, CPH, PFPC, FMA

Carleton University   1988 — 2000
BA, Linguistics and Applied Language Studies

Ashley Wesch Ashley Wesch Ottawa, Canada Area Details
Ashley Wesch's MD Management Ltd Experience November 2005 - November 2007
Job Senior Enterprise Architect at Unisys Canada
Industry Investment Management
Experience
Unisys Corporation  January 2008 - Present
MD Management Ltd.  November 2005 - November 2007
Flashline Inc.  2004 - 2005
Object Architecture Group Inc.   2001 - 2005
XIA Systems Inc.   2001 - 2002
Gartner Consulting  2000 - 2001
Genesis Development Corp.   1998 - 2000
*   1992 - 1997
Canada Post Corporation  1988 - 1991

Skills
Program Management, Enterprise Architecture, Software Development, SOA, IT Strategy, SaaS, Enterprise Software, Strategy, PMO, Governance, Agile Methodologies, Integration, Business Architecture, Cloud Computing, Project Management, Solution Architecture, Government, Process Improvement, Application Architecture, Management Consulting, Architecture

Education
University of KwaZulu-Natal   1975 — 1978
Bachelor of Science (Hons), Marine Zoology

Tania Tierney Tania Tierney Ottawa, Canada Area Details
Tania Tierney's MD Management Ltd Experience June 1992 - February 2000
Job Associate Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns  February 2000 - Present
MD Management Ltd   June 1992 - February 2000
Burns Fry  May 1990 - June 1992

Skills
Wealth Management, Certified Financial..., Canadian Investment..., Insurance, Retirement, Strategic Financial..., Investment Advisory, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Wealth, Financial Advisory, Wealth Management..., ETFs, Financial Planners, Retirement Savings, RRSP, Segregated Funds, Estate Planning, Bilingual, Financial Planning, Investment Management

Education
University of Ottawa / Université d'Ottawa   1987 — 1990
BA, Lettre Francais

Tobi McGrory, MBA Tobi McGrory, MBA Toronto, Canada Area Details
Tobi McGrory, MBA's MD Management Ltd Experience 1991 - 1993
Job Product, Marketing & Communications Executive
Industry Financial Services
Experience
IA Clarington Investments  2013 - Present
McGrory Consulting   July 2013 - October 2013
International Financial Data Services  August 2010 - October 2012
McGrory Consulting   2010 - 2010
BMO Financial Group  2006 - 2009
BMO Mutual Funds   2001 - 2006
Rothschild Asset Management  2001 - 2001
Global Strategy Financial Inc.   1993 - 2000
MD Management Ltd   1991 - 1993

Skills
Financial Services, Mutual Funds, Wealth Management, Strategic Planning, Business Strategy, Marketing Strategy, Change Management, Team Leadership, Strategic Partnerships, Business Planning, Product Management, Market Intelligence, Customer Experience, Marketing Communications, Product Development, Management, Program Development, Department Start-ups, Stakeholder Engagement, Portfolio Management, Mergers & Acquisitions, Business Process..., Business Analysis, Management Consulting, Risk Management, Business Development, Executive Management, Investments, Start-ups, Relationship Management, Marketing, Team Building, CRM

Education
Dalhousie University   2003 — 2007
MBA, Financial Services

ICB   2003 — 2005
FICB - Fellow of the Institute of Canadian Bankers, Banking

Bishop's University   1988 — 1991
B.A., Political Economy

CEGEP - John Abbott College

Christine Cosmo Christine Cosmo Toronto, Canada Area Details
Christine Cosmo's MD Management Ltd Experience December 2010 - August 2011
Job Associate Wealth Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities  May 2015 - Present
RBC Dominion Securities  August 2011 - May 2015
MD Management Ltd.  December 2010 - August 2011
MD Management Ltd.  December 2004 - December 2010

Skills
Investment Strategies, Mutual Funds, Wealth Management, Asset Allocation, Retirement Planning, Securities, Investment Advisory, Retirement, Bonds, ETFs, Financial Services, Relationship Management, Financial Planners, Private Banking

Education
Canadian Securities Institute   2011 — 2011
Canadian Securities Course

Canadian Securities Institute   2011 — 2011
Conduct and Practices Handbook

Queen's University   1999 — 2003
Bachelor of Arts, Honours, English Language and Literature

Nancy Kemble, CFP Nancy Kemble, CFP Vancouver, Canada Area Details
Nancy Kemble, CFP's MD Management Ltd Experience 2003 - 2009
Job Senior Financial Planning Consultant at Scotia Private Client Group
Industry Investment Management
Experience
Scotia Private Client Group  April 2011 - Present
Manulife Securities Inc.   2010 - May 2011
MD Management Ltd.  2003 - 2009
RBC Investments  2000 - 2003
CIBC Wealth Management  1994 - 2000

Skills
Wealth Management

Education
Canadian Securities Institute
CSC, CPH, Br. Mgr

Insurance Bureau of British Columbia
Life Licence Qualification Program

Financial Planning Standards Council
CFP

Ivey Business School at Western University   1983 — 1987
Business Management

Fanshawe College   1980 — 1983
Business Administration

Alan Acton Alan Acton Ottawa, Canada Area Details
Alan Acton's MD Management Ltd Experience March 1996 - March 2007
Job Vice President and Portfolio Manager
Industry Financial Services
Experience
Polaris Financial   April 2011 - Present
Raymond James  March 2007 - March 2011
MD Management Ltd.  March 1996 - March 2007

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

Education
Concordia University   1989 — 1993
B. Comm, Finance

Ernestown

John Brown, CFP, CIM John Brown, CFP, CIM Vancouver, Canada Area Details
John Brown, CFP, CIM's MD Management Ltd Experience December 1997 - April 2010
Job Investment Advisor & Financial Planner
Industry Investment Management
Experience
BMO Nesbitt Burns  May 2010 - Present
MD Management Ltd   December 1997 - April 2010
Canada Trust  January 1989 - November 1997

Skills
Retirement Planning, Financial Planning, Estate Planning, Insurance Planning, Investment Advisory, Wealth Management, Strategic Financial..., Investments, Portfolio Management, Investment Strategies, Certified Financial..., Equities, Fixed Income, Financial Advisory

Education
Canadian Securities Institute   1993 — 2007
CIM

Simon Fraser University   1986 — 1991
BA, Economics

Shaely Williams, CAE Shaely Williams, CAE Ottawa, Canada Area Details
Shaely Williams, CAE's MD Management Ltd Experience December 2000 - January 2003
Job Manager, Member Relations Canadian Association of Medical Radiation Technologists
Industry Nonprofit Organization Management
Experience
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

Allan Hicks Allan Hicks Ottawa, Canada Area Details
Allan Hicks's MD Management Ltd Experience 1987 - 1992
Job Senior Financial Consultant at MD Managment Ltd
Industry Financial Services
Experience
MD Managment Ltd   June 1992 - Present
MD Management Ltd   1987 - 1992
Royal Trust  February 1981 - May 1987

Skills
Relationship Management, Change Management, Retirement Planning, Retirement, Estate Planning, Investments, Investment Strategies, Tax, High Net Worth..., Wealth Management, Strategic Financial..., Wealth, Wealth Preservation..., Certified Financial..., TFSA, RRIF, RRSP, Individual Pension Plans, Asset Allocation, Insurance, Financial Planners, Investment Advisory, Mutual Funds

Education
Bishop's University   1977 — 1980
BA, Economics

CEGEP-St Lawrence   1975 — 1977

John-David Lees John-David Lees Ottawa, Canada Area Details
John-David Lees's MD Management Ltd Experience September 2005 - February 2008
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns  February 2008 - Present
MD Management Ltd   September 2005 - February 2008

Skills
Retirement Planning, Investments, Estate Planning, Investment Advisory, Investment Strategies, Mutual Funds, Wealth Management, Finance, Financial Planning, Financial Advisory, Financial Planners, Asset Management, Strategic Financial..., Life Insurance, ETFs, Critical Illness, Wealth Management..., Financial Services, Financial Advice, Securities, Disability Insurance, Bonds, Retirement, Asset Allocation, Asset Managment, Wealth, Wealth Accumulation, High Net Worth..., Personal Finance, Pensions, Equities, Insurance

Education
Algonquin College of Applied Arts and Technology   2001 — 2005
Advanced Business Administration, Finance

University of Ottawa / Université d'Ottawa   1999 — 2001
Economics

RPPS, Lisgar

Regan Bechamp Regan Bechamp Ottawa, Canada Area Details
Regan Bechamp's MD Management Ltd Experience December 2010 - December 2013
Job Deployment Coordinator at MD Physician Services
Industry Financial Services
Experience
MD Physician Services  January 2014 - Present
MD Financial  January 2010 - Present
MD Management Ltd   December 2010 - December 2013
MD  2010 - 2010
CIBC  April 2001 - December 2004

Skills
Wealth Management, Retirement Planning, Fixed Income, Financial Analysis, Business Analysis, Credit, Team Leadership, Process Improvement, Change Management

Education
University of Ottawa   1997 — 2000
BComm, Finance

University of Ottawa   1997 — 2000
BComm, Finance

Sylvain B. Tremblay Sylvain B. Tremblay Montreal, Canada Area Details
Sylvain B. Tremblay's MD Management Ltd Experience June 2003 - April 2007
Job Viceprésident Gestion Privée
Industry Financial Services
Experience
Optimum Asset Management  May 2007 - Present
Fondation Sport-Études   November 2014 - Present
IQPF  June 2014 - Present
Financial Planning Foundation   June 2014 - Present
MD Management Ltd   June 2003 - April 2007
MD Management Ltd   September 2000 - May 2003
MD Management Ltd   September 1999 - August 2000
Montrusco Bolton  May 1998 - November 1999
Médicad Inc   September 1993 - September 1998
Lafond & Associés   1987 - 1991

Skills
Internal Communications, Marketing Communications, Coaching, Strategic Financial..., Management, Investments, Strategic Planning, Business Strategy, Banking, Estate Planning, Sales, Finance, Business Analysis, Mutual Funds, Microsoft Office, Risk Management, CRM, Financial Modeling, Change Management, Business Development, Financial Analysis, Negotiation, Wealth Management, Team Building, Portfolio Management

Education
Université Laval   1996 — 1999
DA, Administration

Université Laval   1984 — 1986
Bachelor, Industrial Relations + Finance

University of Ottawa   1979 — 1983
Bachelor, Geophysics

Keith MacIsaac Keith MacIsaac Ottawa, Canada Area Details
Keith MacIsaac's MD Management Ltd Experience June 1996 - June 2002
Job Editorial Board Member CFA Digest Publication at CFA Institute
Industry Investment Management
Experience
CFA Institute  July 2014 - Present
CFA Institute  June 2009 - Present
Canada Mortgage & Housing Corporation   June 2002 - Present
MD Management Ltd   June 1996 - June 2002
MD Financial  June 1995 - June 2002

Skills
Investments, Risk Management, Derivatives, Performance Attribution, Fixed Income, Portfolio Management, Equities, Financial Risk, Credit Risk, Credit Analysis, Analysis, Swaps, Bloomberg, Management, Financial Markets, Financial Modeling, Options Strategies

Education
CFA Institute
Certificate in Investment Performance Measurement, Investment Performance and Attribution

CFA Institute   2008 — 2010
CFA Charterholder

University of Ottawa   1985 — 1988
Bachelor of Commerce (Honours), Major - Marketing; Minor - International Business

Michel Dugal Michel Dugal Montreal, Canada Area Details
Michel Dugal's MD Management Ltd Experience March 2007 - Present
Job Senior Financial Consultant at MD Management ltd
Industry Financial Services
Experience
MD Management ltd   March 2007 - Present
Banque Nationale du Canada  1996 - 2006

Education
Université de Montréal   1989 — 1992
Mathématiques - Actuariat

Morna Fraser Morna Fraser Vancouver, Canada Area Details
Morna Fraser's MD Management Ltd Experience 2003 - 2007
Job BBA Coordinator and Instructor, Financial Services Degree
Industry Education Management
Experience
Douglas College and UFV   2007 - Present
MD Management Ltd.  2003 - 2007
MD Management Ltd.  2000 - 2003
MD Management Ltd.  1997 - 2000

Skills
CRM, Finance, Marketing, Financial Services, Adult Education, Public Speaking, Leadership Development, Instructional Design, Higher Education, Teaching, Leadership, Workshop Facilitation, Curriculum Development, E-Learning, Training, Career Development, Career Counseling, Research, Curriculum Design, Nonprofits

Education
The University of Western Ontario - Richard Ivey School of Business   1987 — 1989
MBA, Business/Commerce, General

The University of British Columbia   1981 — 1985
BA, Philospphy

Christina Ashmore Christina Ashmore Toronto, Canada Area Details
Christina Ashmore's MD Management Ltd Experience 1997 - 2000
Job Managing Director at IFSE Institute
Industry E-Learning
Experience
IFSE Institute  2015 - Present
IFSE Institute  2013 - 2015
IFSE Institute  2007 - 2013
IFSE Institute  2001 - 2007
MD Management Ltd.  1997 - 2000

Skills
Leadership Development, Training, E-Learning, Curriculum Development, Curriculum Design, Certified Financial..., Financial Services

Education
University of Alberta
B. Comm., Business

Brian Cook Brian Cook Ottawa, Canada Area Details
Brian Cook's MD Management Ltd Experience May 1998 - February 2001
Job Senior VP and Chief Risk Officer, Brookfield Renewable Energy Group
Industry Investment Management
Experience
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

Tracy Cox CFP Tracy Cox CFP Halifax, Canada Area Details
Tracy Cox CFP's MD Management Ltd Experience February 2012 - Present
Job Senior Financial Consultant at MD Management Ltd.
Industry Financial Services
Experience
MD Management Ltd.  February 2012 - Present
Freedom 55 Financial  August 2004 - February 2012

Skills
Leadership, Critical Illness, Retirement Planning, Investments, Financial Services, Strategic Planning, Strategic Financial..., Mutual Funds, Wealth Management, Retirement, Business Development, Financial Planners, Wealth, Investment Strategies, Insurance, Estate Planning

Education
CFP - Certified Financial Planner

CPH - Conduct and Practices Course

CSC - Canadian Securities Course

Mount Saint Vincent University
Bachelor of Business Administration (BBA)

Lisa Wassill Lisa Wassill Calgary, Canada Area Details
Lisa Wassill's MD Management Ltd Experience December 2006 - January 2013
Job Vice President and Market Manager, Private Client Group, TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management  January 2013 - Present
CMA Holdings & MD Financial   2007 - January 2013
MD Management Ltd   December 2006 - January 2013
MD Physician Services Inc.  2007 - January 2010

Skills
Investments, Banking, Process Improvement, Financial Services, Wealth Management, Asset Allocation, Retirement Planning, Wealth Management..., Strategic Financial..., Change Management, Private Banking

Education
University of Saskatchewan
Business/Commerce, General

Pamela Allen B.Comm, CFP, FMA Pamela Allen B.Comm, CFP, FMA Vancouver, Canada Area Details
Pamela Allen B.Comm, CFP, FMA's MD Management Ltd Experience January 2008 - Present
Job Regional Vice President at MD Management
Industry Financial Services
Experience
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

Greg Dowdall, CFA, CFP Greg Dowdall, CFA, CFP Toronto, Canada Area Details
Greg Dowdall, CFA, CFP's MD Management Ltd Experience June 1995 - August 2001
Job Vice President & Investment Counsellor at Burgundy Asset Management
Industry Investment Management
Experience
Burgundy Asset Management  October 2009 - Present
Phillips, Hager & North   May 2007 - September 2009
Phillips, Hager & North   September 2001 - April 2007
MD Management Ltd.  June 1995 - August 2001

Education
Wilfrid Laurier University   1993 — 1994
Masters Degree, Business Economics

Brock University   1989 — 1993
Honours Bacholer of Arts, Business and Economics

James Poitras James Poitras Montreal, Canada Area Details
James Poitras's MD Management Ltd Experience 2002 - 2007
Job Financial Advisor at Gestion de Patrimoine Desjardins
Industry Financial Services
Experience
Gestion de Patrimoine Desjardins   February 2009 - Present
BMO Investments Inc.  2007 - 2009
MD Management Ltd   2002 - 2007

Skills
Investments, Wealth Management, Retirement Planning, Asset Allocation, Investment Strategies, Mutual Funds, Investment Advisory, Retirement, Wealth, Financial Services, Banking, Investment Management, ETFs

Education
Concordia University   1987 — 1989
Bachelor of Commerce (B.Com.), Finance

Richard Dynka Richard Dynka Ottawa, Canada Area Details
Richard Dynka's MD Management Ltd Experience November 2000 - December 2005
Job Senior Structural Technologist at Parsons
Industry Civil Engineering
Experience
Parsons  March 2014 - Present
Delcan Corporation  May 2010 - Present
Dillon Consulting Limited  March 2006 - May 2010
MD Management Ltd.  November 2000 - December 2005
Calgary Catholic School Board   November 1998 - November 2000
Agra Monenco  October 1996 - October 1998
Reid Crowther & Partners Ltd.   1981 - 1996

Skills
Civil Engineering, AutoCAD, Concrete, Construction, Engineering, Project Management, Information Technology, Railway Bridge..., Pedestrian Bridge..., Roadway Bridge..., Highways, Structural Engineering, Road, Construction Management, Bridge, Structural Analysis, Project Planning, Drainage, Microsoft Project, Transportation..., Contract Management

Education
University of Calgary   1993 — 1995
Information Technology Management, Information Technology

Dawson College   1976 — 1981
Civil Engineering Technology

David Zizek David Zizek Calgary, Canada Area Details
David Zizek's MD Management Ltd Experience January 2001 - September 2005
Job Portfolio Manager at MD Private Investment Counsel
Industry Investment Management
Experience
MD Private Investment Counsel   November 2013 - Present
MD Private Investment Counsel   January 2012 - November 2013
MD Physician Services Inc  September 2005 - March 2012
MD Management Ltd   January 2001 - September 2005
MD Management Ltd   December 1997 - January 2002
Royal Trust/ Royal Bank   June 1992 - November 1997

Skills
Strategic Financial..., Wealth Management, Investment Strategies, High Net Worth..., Investments, Asset Allocation

Education
University of Calgary   1988 — 1991
BComm

Dan Schafer, CFP, CIM, FCSI Dan Schafer, CFP, CIM, FCSI London, Canada Area Details
Dan Schafer, CFP, CIM, FCSI's MD Management Ltd Experience October 2005 - December 2010
Job Investment Counsellor at MD Private Investment Counsel
Industry Financial Services
Experience
MD Private Investment Counsel   January 2011 - Present
MD Management Ltd.  October 2005 - December 2010

Skills
Asset Allocation, Asset Management

Education
Brock University
BA, Major - Bus. Admin, Minor History

Canadian Securities Institute
FCSI & CIM

Financial Planners Standards Council
CFP

Brianne Weaver, CFP Brianne Weaver, CFP London, Canada Area Details
Brianne Weaver, CFP's MD Management Ltd Experience February 2015 - Present
Job Financial Consultant at MD Management Ltd
Industry Financial Services
Experience
MD Management Ltd   February 2015 - Present
Independent Accountants' Investment Counsel   October 2010 - January 2015

Skills
Estate Planning, Strategic Financial..., Wealth Management, Investment Advisory, Retirement Planning, Mutual Funds, Financial Planners, Portfolio Management

Education
University of Guelph   2004 — 2008
Bachelor of Commerce, Agriculture Business

Fanshawe College   2009 — 2010
Post-Grad Certificate, Professional Financial Services

Curtis Huska Curtis Huska Calgary, Canada Area Details
Curtis Huska's MD Management Ltd Experience May 2001 - May 2005
Job Investment Counsellor at ATB Financial
Industry Banking
Experience
ATB Investment Management   2005 - Present
MD Management Ltd.  May 2001 - May 2005

Education
CFA Institute
CFA

The University of Calgary
B.Comm

Nancy Neilson Nancy Neilson Ottawa, Canada Area Details
Nancy Neilson's MD Management Ltd Experience 1998 - 2000
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

Kevin Frey Kevin Frey Edmonton, Canada Area Details
Kevin Frey's MD Management Ltd Experience February 2011 - Present
Job National Lead Wealth Planning & Practice Solutions at MD Management
Industry Investment Management
Experience
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

Similar Companies