Merrill Lynch Canada
Industry: Company
DescriptionFounded: 1952 Parent organization: Merrill Lynch & Co Canada Ltd Subsidiary: BofA Merrill Lynch Canada, Inc., Asset Management Arm
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Merrill Lynch Canada Employees
CIBC Retail & Business Banking February 2014 - Present
CIBC Technology & Operations May 2013 - February 2014
CIBC Retail & Business Banking July 2010 - May 2013
CIBC Retail Markets January 2006 - June 2010
CIBC Wealth Management January 2005 - December 2005
CIBC Wood Gundy July 2002 - December 2004
Merrill Lynch Canada July 1999 - June 2002
CIBC Finance November 1998 - June 1999
Skills
Project Management, Business Planning, Strategic Planning, Product Development, Business Analysis, Strategy, Program Management, Governance, Management, Change Management, Negotiation, Consulting, Leadership, Business Process..., Risk Management, Business Strategy, Vendor Management, Banking, Financial Services, Management Consulting, Finance, Project Portfolio..., Process Improvement, Portfolio Management, CRM, Cross-functional Team..., PMO
Education
Queen's University 2009 — 2011
MBA, Business and Marketing Strategy
Western University 1993 — 1998
Bachelor of Arts, Honors Economics
Bentall Kennedy July 2014 - Present
Newedge Canada Inc. June 2009 - August 2013
Sobeys Inc. August 2008 - March 2009
Soiree Event Planning April 2005 - September 2008
PriceMetrix Inc. October 2007 - August 2008
Merrill Lynch Canada June 2000 - May 2007
Skills
Event Planning, Event Management, Negotiation, Microsoft Office, Conferences, Outlook, Administration, Meeting Planning, Budgeting, PowerPoint, Contract Negotiation, Word, Excel, Coordination, Vendor Relations, Office Management, Research, Access, Teamwork, Press Releases, Planning, Special Events, Logistics, Budgets, Customer Service, Microsoft Word, Microsoft Excel, Marketing
Education
Humber College 2001 — 2003
Certificate, Special Event Management
Humber College 1999 — 2002
Certificate, Internet Design
Humber College 1999 — 2001
Certificate, Business Marketing
Humber College 1991 — 1994
Diploma, Creative Photography
Permira January 2011 - Present
Merrill Lynch Canada July 2009 - January 2011
Merrill Lynch Canada May 2008 - August 2008
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
McGill University 2006 — 2009
BCom, Finance
Marianopolis College 2004 — 2006
CEGEP, Commerce
Lower Canada College 1993 — 2004
High School
Richardson GMP January 2014 - Present
Macquarie Private Wealth January 2010 - December 2013
Blackmont Capital December 2004 - December 2009
CIBC Wood Gundy 2001 - 2004
Merrill Lynch Canada 1998 - 2001
Midland Walwyn 1997 - 1998
Skills
Wealth Management..., Retirement Planning, Wealth, Securities, Investments, Wealth Management, Asset Management, Leadership, Equities, Accounting, Portfolio Management, Investment Advisory, Strategic Financial..., Mutual Funds, Financial Planning, Financial Analysis, Finance, Investment Strategies, Financial Advisory
Education
Queen's University 1988 — 1992
BAH, Economics and English
Extreme Networks July 2011 - January 2012
Extreme Networks March 2010 - July 2011
Extreme Networks July 2005 - July 2008
Siemens Enterprise Communications January 2002 - September 2003
Merrill Lynch Canada September 2000 - January 2001
TD Bank Group January 2000 - August 2000
Tech Data Canada January 1998 - August 1998
Skills
Switches, TCP/IP, OSPF, IP, VoIP, Ethernet, Troubleshooting, Networking, RIP, Telecommunications, Software Documentation, Routers, Network Administration, Spanning Tree, VLAN, Network Design, Routing, Testing, QoS, Technical Support, Data Center, Network Engineering, LAN-WAN, Network Architecture
Education
Sheridan College 1998 — 2001
Diploma in Telecommunications Technology, Telecommunications Technology, Computer Networking
Sheridan College
Associates Degree, Telecommunications Technology
Wake Technical Community College
CIBC 1983 - Present
Merrill Lynch Canada 1983 - 1990
Skills
Mutual Funds, Investment Management, Options, MBS, Segregated Funds, Licensing, Wealth Management, Money Market Funds, Retirement Planning, Strategic Financial..., Portfolio Management, Investment Strategies, Bonds, Retirement, Finance, Financial Planning, Financial Services
Education
University of Manitoba 1972 — 1976
B. Comm., Commerce
Fort Richmond Collegiate 1971 — 1972
High school
Grant Park High School 1969 — 1971
Writers' Trust of Canada 2006 - Present
Raymond James Ltd. June 2002 - Present
Merrill Lynch Canada 1999 - 2001
Midland Walwyn Canada Inc. January 1995 - August 1999
Royal Bank of Canada 1988 - 1995
Skills
Public Relations, Strategic Planning, Team Leadership, Corporate Communications, Change Management, Media Relations, Marketing Communications, Public Speaking, Marketing Strategy, Business Planning, Editing, Customer Relations, Social Media Marketing, Business Strategy, Writing, Marketing, Nonprofits, Advertising, Internal Communications, Investments
Education
Ryerson University 1978 — 1981
BA, Journalism
Ivey Executive Management, Investor relations
Lab9ine Technologies June 2012 - Present
Momentum IT Group 2000 - Present
Merrill Lynch Canada September 1996 - September 1999
Skills
Learning Management..., Augmented Reality, Mobile Learning, Educational Technology, Mobile App Management, Educational App..., Business Strategy, New Business Development, Digital Education, Simulation based..., Mobile Applications, Medical Devices, Healthcare, Leadership, Product Marketing, Fundraising, E-commerce, Strategy, Start-ups, Entrepreneurship, Integration, Business Development, Executive Management, Strategic Partnerships, Business Planning, SaaS, Strategic Planning, CRM, Superior Client Service, Client Services, Team Building, Management, Marketing Strategy
Education
Dalhousie University 1991 — 1993
BA (Honors), Psychology
The University of British Columbia 1988 — 1990
Psychology
Dalhousie University 1983 — 1987
BSc, Biology
CIBC Wood Gundy November 2011 - Present
TD Waterhouse Canada Inc., Private Investment Advice February 2010 - November 2011
CIBC Wood Gundy 2002 - 2010
Merrill Lynch Canada 2000 - 2002
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Investment Strategies, Strategic Financial..., Equities, Business Strategy, Business Planning, Strategic Planning, Leadership, Business Development, Investment Advisory, New Business Development, Management
Education
McGill University 1985 — 1989
Bachelor of Commerce (B.Comm)
CEGEP - John Abbott College 1983 — 1985
D.E.C., Commerce
John Rennie H.S.
Life is good November 2014 - Present
Barnes & Noble / NOOK Media LLC August 2010 - November 2014
Marketing & Communications Consultant April 2009 - November 2014
Nike Inc. June 2008 - December 2008
PUMA Canada Inc. July 2004 - December 2006
Merrill Lynch Canada September 1999 - June 2004
Kraft Foods 1996 - 1999
Skills
Consumer Insights, Experiential Marketing, Market Research, Integrated Marketing, Marketing Strategy, Marketing Research, Shopper Marketing, Promotions, Segmentation, Event Marketing, Brand Development, Consumer Behavior, Word Of Mouth Marketing, Category Management, Relationship Marketing, Customer Insight, Brand Development..., Management, Sports Marketing, Marketing, Event Planning, Brand Management, Product Development, Leadership, Positioning, Consumer Behaviour, Competitive Analysis, Strategy
Education
Queen's University 1992 — 1996
Bachelor of Commerce (Honours), Marketing and Finance
MOS Solutions February 2014 - Present
InterDealer Information Technologies February 2012 - January 2014
Bonds.com January 2010 - September 2011
Reuters Americas September 1994 - September 1999
Instinet Corporation 1990 - 1999
Merrill Lynch Canada January 1984 - June 1990
Merrill Lynch September 1982 - August 1984
Merrill Lynch June 1978 - July 1982
Skills
Electronic Trading, Trading Systems, Equities, Financial Markets, Trading, Capital Markets, Market Data, Bloomberg, Fixed Income, Derivatives, Hedge Funds, Investment Banking, Business Analysis, Asset Management, Options
Education
University of Oxford 1965 — 1967
Master's degree, PPE
Brown University 1961 — 1965
BA, International Economics
Heathbridge Capital Management Ltd. February 2001 - Present
MD Private Trust 1999 - 2001
Citibank 1989 - 1999
Merrill Lynch Canada 1986 - 1988
Skills
Capital Markets, Investments, Hedge Funds, Equities, Investment Strategies, Alternative Investments, Portfolio Management, Equity Research, Asset Managment, Valuation, Asset Allocation, Fixed Income, Investment Management, Asset Management
Education
Institute of Corporate Directors 2013 — 2014
ICD.D
CFA Institute 1991 — 1993
Chartered Financial Analyst
McGill University 1985 — 1989
Commerce
Upper Canada College 1979 — 1985
Ticker Club
Ticker Club
Ticker Club
Breakfast for Learning November 2013 - Present
Self Employed October 2011 - Present
Breakfast for Learning June 2011 - Present
CPP Investment Board September 2006 - September 2011
Citigroup Fund Services Inc. 2004 - 2006
Merrill Lynch HSBC Canada June 2000 - August 2002
Merrill Lynch Canada January 1997 - June 2000
Canadian Tire 1991 - 1996
Education
Queen's University
Hons BSc, Computer Science and Mathematics
Kilburn Ogilvie Waymann Investment Management Inc September 2008 - Present
Merrill Lynch Canada April 1984 - June 2008
Skills
Bloomberg, Fixed Income, Finance, Derivatives, Bonds, Investments, Capital Markets, Financial Risk, Portfolio Management, Investment Strategies, Alternative Investments, Trading, Equities, Financial Markets, Hedge Funds, Securities
Education
The University of Western Ontario - Richard Ivey School of Business 1980 — 1982
MBA
University of Michigan 1975 — 1979
Economics, International Trade
ScotiaMcLeod 2009 - Present
CIBC Wood Gundy 2001 - 2009
Merrill Lynch Canada 1998 - 2001
Bank of Montreal 1990 - 1996
Skills
Financial Planning, Insurance, Annuities, Wealth Management, Asset Management
Education
York University - Schulich School of Business 1986 — 1988
MBA
McGill University 1983 — 1986
BSc.
SEAWA 2008 - Present
Elkhart Bell International 2005 - Present
Greenway and Blueway Foundation 2000 - Present
Indexonly Technologies, Inc 1998 - 2002
Elkhart Bell International 1991 - 1998
The Moorings Canada 1989 - 1991
Merrill Lynch Canada 1987 - 1989
McGibbon Bay Resort Corporation 1983 - 1986
ScotiaMcLeod (McLeod Young Weir) 1980 - 1982
Canadian Wilderness Adventure Ltd. 1976 - 1980
Skills
Leadership, Fundraising, Management Consulting, Project Management, Strategy, Business Planning, Strategic Planning, Start-ups, Budgets, Program Management, Management, Operations Management, Marketing, Training, Sales, Recruiting, Business Strategy, Advertising, Business Development, Government, Team Building, Public Speaking, Organizational...
Education
Simon Fraser University 1992 — 1995
MBA, Business and Sustainable Tourism Development
Fellow of the Canadian Securities Institute 1984 — 1988
FCSI
University of Saskatchewan 1973 — 1976
Civil Engineering
Campbell Collegiate (high school) 1969 — 1973
Cornerstone Industrial Group LLC October 2005 - Present
National City Equity Partners 1993 - 2005
Thornmark Capital 1990 - 1992
Merrill Lynch Canada 1987 - 1989
Skills
Mergers, Private Equity, Contract Negotiation, Due Diligence, Buyouts, Fixed Income, Strategy, Management, Mergers & Acquisitions, Equities, Financial Structuring, Alternative Investments, Asset Management, Portfolio Management, IPO, Leveraged Finance, Venture Capital, Executive Management
Education
Case Western Reserve University - Weatherhead School of Management
MBA
The University of Western Ontario - Richard Ivey School of Business
HBA, Honors Business Administration
TD Wealth November 2012 - Present
Canaccord Wealth Management February 2012 - November 2012
Canaccord Wealth Management December 2004 - January 2012
CIBC Wood Gundy December 2001 - December 2004
Merrill Lynch Canada June 1999 - December 2001
Midland Walwyn March 1995 - June 1999
Investors Group July 1991 - March 1995
Investors Group August 1986 - July 1991
Lethbridge Broncos Hockey Club WHL November 1985 - April 1986
Fredericton Express Hockey Club AHL August 1983 - July 1985
Skills
Sales Management, Coaching, Marketing Strategy, Financial Management, Investments, Estate Planning, Retirement, Management, Leadership, Sales, Wealth, Financial Advisory, Strategic Planning, Budgets, Business Strategy, Wealth Management, Team Building, Business Analysis, Strategy, Strategic Financial..., Change Management, Team Leadership, New Business Development, Operations Management, Mutual Funds, Financial Services, Investment Strategies, Investment Advisory
Education
Western University 1980 — 1982
MA, Coaching, Biomechanics, 3.70 GPA
Dalhousie University 1977 — 1980
BPE, Physical Education, 3.60
University of Pennsylvania 1973 — 1977
BA, History, French, 2.62 GPA
Athabasca University
Athabasca University
RBC Dominion Securities December 2001 - Present
Merrill Lynch Canada September 1997 - December 2001
Pallett Valo LLP May 1981 - September 1997
Skills
Estate Planning, Wealth Management, Investments, Small Business, Accountants, Foundations, Attorneys, Retirement Planning, Portfolio Management, Investment Management, Risk Management, Finance, Investment Strategies, Financial Advisory, High Net Worth...
Education
University of Toronto 1976 — 1979
LL.B., Law School
Harvard University 1974 — 1976
Economics and Mathematics
Erindale Secondary School
Connor, Clark & Lunn Private Capital July 2009 - Present
Merrill Lynch Canada January 2003 - April 2008
Goldman Sachs September 1998 - February 2003
Midland Walwyn Capital Inc. September 1995 - September 1998
Skills
Equities
Education
McGill University 1988 — 1994
BA, MBA
Chriskat Consulting June 2002 - Present
Fragomen May 2011 - October 2012
Merrill Lynch Canada 1998 - 2001
Fidelity Investments Canada 1995 - 1997
CIBC Wood Gundy 1990 - 1995
Skills
Employee Relations, Recruiting, Training, Human Resources, Performance Management, Talent Management, Personnel Management, Employee Benefits, Interviews, Leadership, Hiring, Succession Planning, HR Consulting, Employment Law, Onboarding, Temporary Placement, Organizational..., Employee Engagement, Management, Deferred Compensation, CRM, Talent Acquisition, Project Management, HRIS, Organizational...
Education
University of Toronto 1982 — 1986
Honours Bachelor of Arts, Languages - French and Italian
Università per Stranieri di Perugia
Certificate in Advanced Italian Studies
Scotiabank October 2010 - Present
MARS / EFFEM CANADA October 2007 - October 2010
Sierra Systems June 2003 - October 2010
CANADIAN PACIFIC RAILWAYS June 2003 - October 2007
I-COM Information and Communications March 2000 - June 2003
MERRILL LYNCH CANADA July 1997 - March 2000
REUTERS Financial Information Services April 1995 - July 1997
REMAT SUD BERCENI 1991 - 1992
IPROMET 1990 - 1991
Skills
Integration, Requirements Analysis, Risk Management, Management, Leadership, Business Analysis, Training, Credit Risk, SQL, Data Modeling, Software Project..., Business Intelligence, Databases, Microsoft SQL Server, ITIL
Education
I.L.Caragiale High School Bucharest 1974 — 1994
1985 — 1990
Computer science
Bucharest Polytechnic University
Brackenrig Capital Inc July 2013 - Present
Servantage Dixie Sales Inc. September 2013 - Present
Ernst & Young Orenda Corporate Finance July 2004 - June 2013
Orenda Corporate Finance Ltd 1990 - 2004
Merrill Lynch Canada 1984 - 1989
Skills
Mergers & Acquisitions, Due Diligence, Private Equity, Corporate Finance, Financial Modeling, Valuation, Financial Analysis, Restructuring, Venture Capital, Business Valuation, Management Consulting, Capital Markets, Business Strategy, Corporate Development, Investment Banking, M&A experience, Strategy, Investments, Finance, Start-ups
Education
McMaster University 1978 — 1979
MBA, Finance & Intl. Business
Wheaton College 1973 — 1978
BA
Accretive Advisor 2010 - December 2012
Merrill Lynch March 1971 - April 2006
CIBC Wood Gundy January 2001 - December 2001
Merrill Lynch Canada July 1999 - December 2001
Education
Florida Atlantic University 1969 — 1971
BBA, Finance
University of Florida 1962 — 1966
Engineering
Paradigm Quest Inc January 2014 - Present
Frank Tucci Consulting January 2009 - December 2013
CIBC Investor's Edge 2006 - July 2008
CIBC Wood Gundy July 2001 - July 2008
Merrill Lynch Canada January 1999 - October 2001
Canada Trust 1983 - 1997
Skills
Marketing Communications, Product Development, Strategic Planning, Team Building, Market Planning, Marketing Strategy, Public Relations, Change Management, Business Strategy, Financial Services, Strategy, Leadership, Product Management, Marketing Management, Team Leadership, Marketing, E-commerce, Organizational..., Project Management, Business Planning, Entrepreneurship, Small Business, Risk Management, Management Consulting, Investments, Portfolio Management, Business Analysis, Start-ups, Strategic Financial..., Financial Planning
Education
Ryerson University
RE/MAX Professionals Inc December 2004 - Present
IBM Global Services July 1999 - December 2004
BMO Nesbitt Burns 1994 - 1999
Burns Fry 1988 - 1994
Merrill Lynch Canada 1982 - 1988
Skills
Etobicoke, Real Estate, Etobicoke Homes, Etobicoke Condo, Toronto Real Estate, Selling, Investments, Condos, Real Estate Investment, Social Media, Canadian Securities..., CSC, PMP, Broadridge Experience, IBM SIS, Mainframe, Client Server, MS Office Suite, MS Project, Word, MS Word, Wordpress, Trade Processing, VSAM, Brokerage Back Office..., B228, Project Management, Business Analysis, VM/CMS, Business Networking, Trading, Microsoft Word, Townhomes, Sellers, Residential Homes, Investment Properties, Microsoft Office, Referrals, Home Staging, Brokerage, First Time Home Buyers, Sales, Relocation, Resellers, Real Property, Single Family Homes, Real Estate Transactions, Buyers, New Home Sales, Listings
Education
Ryerson University 1989 — 1991
Marketing Certificate, Business
University of Guelph 1978 — 1982
Honours BSc., Computing and Information Science
North Toronto 1973 — 1978
Grade 13 - Honours Graduation Certificate, 70's Culture
Makosi Consulting November 2014 - Present
American Express June 2014 - November 2014
TD October 2013 - February 2014
RBC Capital Markets August 2012 - July 2013
TD Securities October 2010 - August 2012
Deloitte October 2009 - October 2010
BMO Financial Group February 2009 - August 2009
Thomas Weisel Partners July 2007 - October 2008
BMO Financial Group September 2006 - April 2007
Merrill Lynch Canada June 1998 - December 2004
Skills
Capital Markets, Financial Analysis, Derivatives, SDLC, Risk Management, Equities, Portfolio Management, Trading, FX Options, Business Analysis, JIRA, Agile Project Management, Banking, Market Risk, Requirements Gathering, Business Process, Options
Education
York University - Schulich School of Business 2005 — 2006
MBA, Financial Engineering
University of Ottawa 1992 — 1997
Bachelors, Economics Math
Euclidean Trading Corporation November 2014 - Present
RVassets September 2014 - Present
Newedge October 2011 - August 2014
HSBC Global Banking and Markets September 2009 - January 2011
Toronto Dominon Bank January 2005 - January 2008
Merrill Lynch New York July 2000 - August 2004
Merrill Lynch Canada September 1998 - July 2000
Merrill Lynch Australia June 1998 - September 1998
Skills
Fixed Income, Trading, Financial Markets, Securities, Derivatives, Capital Markets, Bloomberg, Banking, Swaps, Money Market, Treasury, Proprietary Trading, Sales, Prime Brokerage, Economics, Rates, Bonds, Options, Finance, Electronic Trading, Hedge Funds, Trading Systems, Alternative Investments, Financial Services, Series 7, Investments, Management, Equities, Portfolio Management, Commodity, Equity Derivatives, Equity Trading, Asset Management, Risk Management, Financial Risk, Venture Capital, Leadership, Market Data, Private Equity, Interest Rate..., Financial Analysis, Corporate Finance, Funding, Mutual Funds, Series 63, Wealth Management, Business Planning, Due Diligence, Asset Allocation, Investment Management
Education
Carleton University 1992 — 1995
Bachelor of Arts (B.A.), History
Lord Byng Secondary School 1987 — 1992
High School
MacDougall, MacDougall & MacTier Inc. October 2012 - Present
Accretive 360 Inc. February 2010 - August 2012
AGF Management Limited May 2004 - July 2009
HSBC Securities and HSBC Brokerage 2003 - 2004
CIBC Wood Gundy 2001 - 2002
Merrill Lynch 1998 - 2001
Merrill Lynch Canada 1993 - 2001
Midland Walwyn 1997 - 1999
Skills
Wealth Management, Investments, Asset Managment, Mutual Funds, Investment Strategies, Strategic Financial..., Investment Advisory, Risk Management, Wealth, Alternative Investments, Financial Advisory, Asset Allocation, Asset Management, Bonds, Equities, Financial Planners, Financial Services, Fixed Income, Hedge Funds, High Net Worth..., Investment Management, Leadership, Portfolio Management, Private Equity, Securities, Wealth Management...
Education
University of Manitoba 1980 — 1985
B. Comm, Business
Sony of Canada Ltd. April 2003 - Present
Sony of Canada Ltd. 2000 - 2003
Merrill Lynch Canada 1999 - 2000
Spectrum United Mutual Funds 1995 - 1999
Skills
Consumer Electronics, AV, Product Management, Product Marketing, Video Conferencing, Digital Signage, Competitive Analysis, Marketing Management, Channel Partners, Sales Management, Strategic Partnerships, Market Planning, Direct Sales, B2B, Multi-channel Marketing, Solution Selling, Key Account Management, Account Management
Education
Ryerson University
Ryerson University
Centennial College
Ontario Teachers' Pension Plan 2012 - Present
Macquarie Group November 2009 - November 2012
Merrill Lynch Canada July 2006 - December 2008
ScotiaMcLeod 2000 - 2005
Skills
Process Scheduler, Administrative..., Event Planning, Payroll, Editing, PowerPoint, Marketing, Customer Service, Microsoft Excel, Management, Invoicing, Equities, Sales, Investments, Lotus Notes, Human Resources, Event Management, Administrative...
Education
Fleming College 1997 — 2000
Diploma, Business Administration and Marketing
MediQuant Inc. February 2013 - Present
Akron Children's Hospital October 2009 - February 2013
Power & Signal Group September 2008 - September 2008
Antares March 2008 - July 2008
Antares March 2007 - May 2007
Ceres October 2006 - December 2006
DCS Transport and Logistics Solution November 1999 - August 2004
Merrill Lynch-Canada August 1998 - April 1999
JBA - Canada March 1998 - August 1998
Saville Systems May 1996 - March 1998
Skills
Microsoft SQL Server, SQL, Software Development, Databases, ASP.NET, C#, Visual Studio, Testing, RPG, IBM iSeries, T-SQL, SharePoint, Programming, HTML, .NET, Web Development, Systems Analysis, Healthcare Information..., Reports, IBM AS/400, SQL 2008 R2, AS/400 SQLRPG, ILE, ILE, Telerik Controls, Telerik Reports, Visual Stuidio 2010, LINQ, Query Writing, RPG III, AJAX, HL7, Ensemble, Epic Bridges, HIPAA, Agile Methodologies, JavaScript, Collaborative Problem...
Education
New Horizons 2008 — 2011
Microsoft Certified Technology Specialist MCTS
The American University in Cairo 1986 — 1991
BSC
Greatness Group May 2010 - Present
Scavenger Hunt Anywhere May 2000 - Present
Vemma April 2000 - Present
Merrill Lynch Canada 1997 - 2000
Canadian Pacific Railway 1994 - 1997
Skills
Team Building, Scavenger Hunts, Event Planning, Public Speaking, Corporate Training, NLP, Network Marketing, Training, Entrepreneurship, Workshop Facilitation, Event Management, Online Marketing, Email Marketing, Personal Development, Leadership Development, Motivational Speaking, Corporate Events, Organizational..., Marketing, SEO, Small Business, Strategic Planning
Education
Queen's University 1989 — 1994
B.Comm (Honours), B. Comm.
Upper Canada College 1982 — 1989
High School
Manulife Financial July 2013 - Present
IA Clarington Investments February 2012 - July 2013
Dynamic Funds / DundeeWealth Inc. September 2009 - February 2011
CIBC April 2007 - September 2009
CIBC Wood Gundy & CIBC Investor's Edge January 2002 - April 2007
Merrill Lynch Canada March 1998 - January 2002
Skills
Asset Managment, Product Marketing, Business Development, Financial Services, Retail Banking, Wealth Management, Management, Investments, Direct Marketing, Asset Management, Strategic Planning, Marketing Communications, Capital Markets, Portfolio Management, Strategy, Mutual Funds, Leadership, Email Marketing, Analytics, Digital Strategy, Marketing Strategy, Marketing, Financial Advisory, Digital Marketing, Risk Management, Business Strategy, Strategic Financial..., Mergers & Acquisitions, Relationship Management, Insurance, Financial Planning, Investment Strategies, Marketing Management
Education
Wharton Business School 2012 — 2013
Marketing Metrics: Linking Marketing to Finacial Consequences
IAMGOLD Corporation November 2008 - Present
IIROC (Investment Industry Regulatory Organization of Canada) February 2008 - October 2008
Merrill Lynch Canada February 2004 - February 2008
Skills
Employment Law, Policy, Corporate Law, Corporate Governance, Securities, Due Diligence, Mergers & Acquisitions, Litigation, Legal Assistance, Risk Assessment, Risk Management, Legal Research, Acquisitions
Education
Humber College 1996 — 1998
Legal Assistant
St. Mary's Catholic Secondary School 1992 — 1996
Institute of Law Clerks
Law Clerk
CanaccordGenuity August 2006 - Present
National Bank of Canada August 2004 - August 2006
Merrill Lynch Canada 2004 - 2005
Canagex/Elantis/Fiera 1995 - 1997
Skills
Equities, Bloomberg, Trading, Investments, Hedge Funds, Valuation, Finance, Asset Management
Education
Concordia University 1996 — 2000
Bachelor of Commerce (B.Com.), Finance, General
Marianopolis College 1993 — 1997
Bachelor of Commerce (B.Com.), Finance, General
lasalle catholic high school
CIBC February 2014 - Present
National Bank of Canada November 2008 - February 2014
Merrill Lynch Canada August 2005 - November 2008
Manulife 2003 - 2005
WorldInsure November 2001 - December 2002
Nurun September 1997 - February 2001
BMO Nesbitt Burns 1991 - 1997
RBC Dominion Securities 1988 - 1991
Skills
Financial Services, Management, Capital Markets, Equities, Trading Systems, Derivatives, Wealth Management, Risk Management, Portfolio Management, Securities, Financial Markets, Trading, Electronic Trading, Asset Managment, Financial Risk, Options, Business Analysis, Market Data, Investment Banking, Equity Trading, Mutual Funds, Strategy, Investments, FX Options, Back Office, Market Risk, Mergers & Acquisitions, Finance, Equity Derivatives
Education
McGill University
MBA, Managerial Policy
McGill University
BA, Political Science / History
Govt of Ontario, Canada February 2010 - Present
Bank of America Merrill Lynch October 2009 - February 2010
Merrill Lynch Canada April 2008 - December 2009
Aithent Canada July 2007 - April 2008
CicadaRisk November 2006 - July 2007
Satyam Canada July 2003 - October 2006
Citicorp Overseas Software Ltd 2002 - 2003
Education
Indian Statistical Institute 1997 — 1999
M.Tech, Computer Sc
Indian Institute of Technology, Kharagpur 1983 — 1987
B. Tech(Hons), Chemical Engg
Bidhan Chandra Institution
Bidhan Chandra Institution
Bank of America Merrill Lynch Canada April 2011 - Present
Bank of America Merrill Lynch Canada June 2006 - April 2011
Merrill Lynch Canada March 2001 - June 2006
Scotiabank September 1998 - March 2001
Skills
Equities, Trading Systems, Derivatives, Equity Derivatives, Market Data, Bloomberg, Capital Markets, Prime Brokerage, Project Management, Fixed Income, Electronic Trading, Equities Technology, Electronic Trading..., Business Analysis, Fixed Income Technology, Credit Derivatives, Back Office, Options, Market Risk, Middle Office, FX Options
Education
Ryerson University 1994 — 1998
BA, Business Management-Information Systems
RBC Capital Markets April 2010 - Present
CIBC March 2007 - April 2010
Merrill Lynch Canada 1993 - 2005
Midland Walwyn Capital Inc 1993 - 2000
Education
Ryerson University 1989 — 1993
CIBC Wood Gundy July 1991 - Present
Merrill Lynch Canada 1997 - 2001
Midland Walwyn 1990 - 1997
RBC Dominion Securities 1987 - 1990
Skills
Investment Advisory
Education
McMaster University 1979 — 1983
Mackie Research Capital February 2014 - Present
BioStrategy Management Inc. September 2007 - Present
Transition Therapeutics Inc September 2006 - July 2007
National Bank Financial March 2004 - April 2006
Research Capital Corp March 2000 - February 2004
Merrill Lynch Canada February 1997 - March 2000
Skills
Venture Capital, Biotechnology, Valuation, Pharmaceutical Industry, Equity Research, Equities, Corporate Development, Due Diligence, Financial Modeling, Healthcare, Drug Development, Lifesciences, Mergers & Acquisitions, Biochemistry, Drug Discovery, Competitive Analysis, Biopharmaceuticals, Technology Transfer, Strategy, Oncology, Investor Relations, Medical Devices, Clinical Development, Licensing, Regulatory Affairs, Patents, Clinical Trials
Education
McGill University 1992 — 1996
Ph.D., Bio-Organic Chemistry
University of Toronto Mississauga 1988 — 1992
B.Sc., BioChemistry
BMO Capital Markets December 2012 - Present
BMO Capital Markets March 2010 - December 2012
Bank of America Merrill Lynch February 2009 - March 2010
Merrill Lynch Canada May 2006 - February 2009
Skills
Capital Markets, Fixed Income, Investment Banking, Bloomberg
Education
University of Toronto - Rotman School of Management 2005 — 2006
MFE, Financial Economics
Queen's University 2004 — 2005
B.A., Economics
Queen's University 2000 — 2004
B.Sc.H., Mathematics and Statistics
CPP Investment Board May 2013 - Present
CPP Investment Board December 2004 - April 2013
MWI & Partners September 2001 - December 2004
Merrill Lynch (London) February 2000 - June 2001
Merrill Lynch Canada June 1997 - January 2001
Education
McGill University 1993 — 1997
B Com, Finance and IB
Fidelity Clearing Canada March 2009 - Present
Merrill Lynch Canada 1995 - 2008
Merrill Lynch 1994 - 2007
Skills
Fixed Income, Trading, FX Options, Capital Markets, Bloomberg, Bonds, Equities, Derivatives, Mutual Funds, Financial Markets, Treasury Management
Education
Concordia University 1984 — 1988
B Comm, Finance
RVR
Hydro One Limited and Hydro One Inc, July 2015 - Present
Sun Life Inc. and Sun Life Assurance Company of Canada December 2013 - Present
Investment Industry Regulatory Organization of Canada - IIROC September 2012 - Present
Agrium Inc. August 2014 - August 2015
Merrill Lynch Canada April 2006 - October 2013
Merrill Lynch Pierce Fenner & Smith 2003 - 2006
Merrill Lynch September 2000 - September 2003
RBC Capital Markets September 1984 - August 2000
Skills
Investment Banking, Strategic Financial..., Capital Markets, Equities, Series 7, Fixed Income, Financial Analysis, Series 24 and 63, Finance, Financial Risk, Investments, Portfolio Management, Financial Planning, Financial Services, Mergers & Acquisitions, Strategy, Corporate Finance
Education
York University - Osgoode Hall Law School 1979 — 1983
Juris Doctorate JD, Law
York University - Schulich School of Business 1979 — 1983
Master of Business Administration (MBA)
Queen's University 1975 — 1979
Hons B.Sc., Biology, General
Dynamic Funds May 2012 - Present
Manulife Wealth Management (a division of Manulife Financial) October 2007 - May 2012
United Financial Corporation (a division of CI Investments) January 2005 - October 2007
Merrill Lynch Canada 1999 - 2000
Skills
Wealth Management, Mutual Funds, Investments, Strategic Financial..., Securities, Public Speaking, Investment Strategies, Investment Advisory, Wealth Management..., Retirement Planning, Financial Advisory, Asset Allocation, Business Development, Investment Management, Asset Management, ETFs, Portfolio Management
Education
Edinburgh University 1998 — 2000
Master of Business Administration (MBA), Business/Commerce, General
University of Ottawa 1989 — 1992
B.Adm, Finance
Glebe Collegiate
9-12
Morneau Shepell 2003 - Present
Merrill Lynch Canada 1997 - 2003
Morris Rose Ledgett 1993 - 1997
Skills
Corporate Law, Corporate Finance, Corporate Governance, Litigation Management, Contract Negotiation, Contract Management, Employment Law, Enterprise Risk..., Mediation, Privacy Law, Due Diligence, Intellectual Property, Mergers & Acquisitions, Legal Advice, Restructuring, Commercial Litigation
Education
York University - Osgoode Hall Law School 1990 — 1993
LLB, law
Trent University 1988 — 1990
Economics
Port Perry High School 1981 — 1986
School of Administrative Studies, York University January 2012 - Present
Investment Industry Regulatory Organization of Canada 2010 - Present
CIBC 2001 - 2008
Merrill Lynch Canada 1999 - 2001
Sprott Securities 1994 - 1999
Toronto Stock Exchange 1993 - 1994
Ernst & Young 1975 - 1983
Skills
Securities, Capital Markets, Compliance, Governance, Risk Management, Banking, Corporate Governance, Corporate Finance, Change Management, Internal Controls, Due Diligence, Policy, Enterprise Risk..., Equities, Investment Banking, SOX, Financial Services, Securities Regulation, Operational Risk, Derivatives
Education
York University - Osgoode Hall Law School 2009 — 2011
LLM, Securities law
Institute of Chartered Accountants of Ontario
CA, Chartered Accountancy
Law Society of Upper Canada
Call, 1990
The University of Western Ontario - Richard Ivey School of Business
Honours Business Administration
York University - Osgoode Hall Law School
LLB, 1988
Custom Design Coaching April 2012 - Present
Canaccord Wealth Management July 2009 - March 2012
CIBC Wood Gundy October 1997 - May 2009
Merrill Lynch Canada 1998 - 2001
Skills
Training, Wealth Management, Coaching, Staff Development, Succession Planning, Business Strategy, Employee Engagement, Performance Management, Leadership Development
Education
Adler School of Professional Coaching 2005 — 2009
ACPC, Executive and Professional Coaching
Sheridan College 1996 — 1997
Diploma- Post Graduate, International Business
King's University College 1992 — 1996
ACS, Administrative and Commercial Studies
CIBC June 2014 - Present
CIBC April 2012 - May 2014
CIBC August 2007 - March 2012
CIBC August 2006 - July 2007
CIBC September 2005 - July 2006
CIBC Wood Gundy November 2001 - August 2005
Merrill Lynch Canada November 2000 - October 2001
Rogers Communications Inc. September 1998 - October 2000
TSN 1996 - 1998
Skills
Project Management, Project Delivery, Resource Management, Business Analysis, Change Management, Root Cause Analysis, Digital Marketing, Web Analytics, Web Content Management, Information Architecture, Business Requirements, Management, Leadership Development, Leadership, Usability Testing, Problem Solving, Requirements Gathering, Vendor Management, SDLC, Project Portfolio..., Visio, E-commerce, Analytics, Business Process, Requirements Analysis
Education
Seneca College of Applied Arts and Technology 1995 — 1998
Diploma, Design Arts
Thoma Bravo 2013 - Present
Bank of America Merrill Lynch 2011 - 2013
Merrill Lynch Canada 2010 - 2011
Education
The University of Calgary
Bachelor of Commerce (BCom), Finance
Burgundy Asset Management June 2006 - Present
CIBC Wood Gundy September 1999 - June 2006
First Marathon Securities January 1988 - August 1999
Merrill Lynch Canada June 1979 - November 1987
Skills
Investment Management, Bonds, Equity Valuation, Investment Advisory, Relationship Management, Institutional..., Investment Banking, Retirement Planning, Equity Trading, Derivatives, IPO, Value Investing, Wealth Management...
Education
McGill University 1977 — 1979
MBA, Finance & Accounting
HEC Montréal 1972 — 1975
B.A.A., Marketing
Gupta Wealth Management October 2013 - Present
UBS Financial Services, Inc August 2008 - October 2013
Merrill Lynch September 2000 - August 2008
Merrill Lynch Canada August 1996 - September 2000
Skills
Finance, Investments, Asset Management, Alternative Investments, Wealth Management, Retirement Planning, Portfolio Management, Financial Advisory, Series 7, Asset Allocation
Education
Concordia University
Bachelor of Commerce (BCom), Economics and Finance
Harvard Business School
PEVC, Private Equity and Venture Capital
Wharton School of Business
CIMA, Certified Investment Management Analyst
CIBC Wealth Management September 2014 - Present
CIBC Wood Gundy April 2012 - September 2014
CIBC Wood Gundy April 2003 - April 2012
CIBC Wood Gundy December 2001 - April 2003
Merrill Lynch Canada May 1998 - December 2001
Skills
Wealth Management, Equities, Financial Services, Investment Advisory, Mutual Funds, Finance, Investments, Financial Advisory, Fixed Income, Investment Strategies, Portfolio Management, Securities, Asset Allocation
Education
University of Guelph 1994 — 1998
B.Sc., Environmental Science
Chris Nicoll and Associates Ltd. January 2010 - Present
John Hancock 2007 - 2010
TD Bank Financial Group 2001 - 2006
Merrill Lynch Canada January 2000 - July 2001
Royal and SunAlliance Financial 1996 - 2000
Crown Life 1989 - 1993
Manulife Financial 1984 - 1989
Skills
AML, Wealth Management, Insurance, Financial Services, FINRA, Securities, Investment Advisory, Investments, Compliance, Series 7, Fixed Annuities, Retirement
Education
Brown University 1977 — 1980
Ph.D program, Intellectual History
Brown University 1976 — 1977
M.A., Intellectual History
Smith College 1970 — 1974
B.A., American Studies, Government
Woodcliff Lake School
ScotiaMcLeod August 2010 - Present
CIBC Wood Gundy December 2001 - August 2010
Merrill Lynch Canada 2000 - 2001
Optimum Energy Brokers January 1999 - December 1999
International Brokers SAB January 1993 - August 1998
Skills
Wealth Management, ETFs, Investments, Equities, Fixed Income, Financial Analysis, Strategic Financial..., Equity Research, Retirement Planning, Asset Allocation, Asset Protection, Investment Strategies, Alternative Investments, Mutual Funds, Securities, Investment Management, Investment Advisory, High Net Worth..., Wealth, Wealth Management...
Education
University of Calgary 1988 — 1992
B-Comm, Finance
Pontificia Universidad Católica del Perú 1997 — 1998
Honour in Finance for Graduates, Graduate Studies - Finance
CIBC Wealth Management September 2012 - Present
McLean Budden November 1996 - September 2012
RBC Dominion Securities March 1991 - September 1996
Merrill Lynch Canada March 1976 - January 1991
Skills
High Net Worth..., Wealth Management, Generational Transfer..., Investment Advisory, Financial Markets, Investment Strategies, Trading, ETFs, Wealth, Investments, Pension Funds, Investment Management, Defined Benefit, Pensions, Private Equity, Financial Services, Strategic Financial..., Business Development, Retirement Planning, Equity Research, Portfolio Management, Performance Attribution, Equities, Equity Trading, Asset Managment, Asset Management
Education
Association of Investment Management (AIMR) 1992 — 1994
Chartered Financial Analyst (CFA)
York University 1974 — 1976
Master of Business Administration (MBA), Finance
Queen's University 1971 — 1974
Bachelor of Arts (B.A.), Economics
CIBC Wood Gundy January 2001 - Present
Merrill Lynch Canada 1998 - 2001
Skills
Investment Advisory
Education
University of Manitoba
Edgecrest Capital Corporation September 2013 - Present
Thomas Briant Compliance Consulting April 2010 - August 2013
Genuity Capital Markets 2005 - 2010
Merrill Lynch Canada 1999 - 2003
Toronto Stock Exchange 1992 - 1999
Toronto Stock Exchange 1992 - 1999
Skills
FINRA, AML, Capital Markets, Equities, Securities, Investment Banking, Investments, Derivatives, Trading Systems, Equity Trading, Trading
Education
McMaster University 1976 — 1980
B. Comm., Finance, General
Penson Financial Services March 2011 - September 2011
HSBC bank Canada Inc August 2007 - December 2009
CIBC World Markets September 2002 - August 2007
Merrill Lynch Canada 1997 - 2002
TD Securities March 1990 - July 1997
Skills
Securities, Options, Back Office, Fixed Income, Derivatives, Capital Markets, Financial Services, Equities, Wealth Management, Mutual Funds, FX Options, Portfolio Management, Middle Office, Asset Management
Education
George Brown College
Business Administration, Accounting
CIBC World Markets December 2001 - March 2009
Merrill Lynch Canada November 1998 - December 2001
Midland Walwyn Capital July 1992 - November 1998
Nesbitt Thomson December 1990 - July 1992
Prudential Bache Securities Canada 1985 - December 1990
Skills
Bonds, Fixed Income, Capital Markets, Portfolio Management, Wealth Management, Securities
Education
Canadian Securities Institute
Canadian Securities Course - Honours
McGill University
BSc, Biology
CEGEP - John Abbott College
DEC II, Pure & Applied Sciences
Durham College January 2015 - Present
Gowling Lafleur Henderson LLP December 2006 - March 2014
Green Party of Canada 2012 - 2013
Lang Michener LLP January 2005 - December 2006
Merrill Lynch Canada February 2002 - October 2004
Basman Smith LLP 1993 - 2002
Skills
Civil Litigation, Commercial Litigation, Legal Research, Courts, Legal Writing, Mediation, Trials, Summation iBlaze, Pleadings, Class Actions, Employment Law, Legal Documents, Product Liability, Securities Regulation, Litigation, Litigation Support, Securities Litigation, Litigation Management, Document Management, Document Review, Legal Discovery, Collections, Legal Assistance, Torts, Administrative Law, Document Drafting, Patent Litigation, Appeals
Education
University of Waterloo 1984 — 1985
Bachelor's degree, History and Anthropology
University of Guelph 1983 — 1984
History and Anthropology
University of Windsor 1982 — 1983
History and Anthropology
Mayfield Secondary School 1977 — 1982
High School Diploma
MFS Investment Management March 2005 - Present
Merrill Lynch Canada November 2002 - February 2005
Merrill Lynch Canada May 2000 - November 2002
BMO Nesbitt Burns February 1998 - April 2000
BCA Research June 1993 - January 1998
Skills
Economics, Fixed Income, Investment Strategies, Portfolio Management, Investment Management, Equities, Asset Management, Asset Allocation, Asset Managment, Bloomberg, Relationship Management, Equity Trading, High Net Worth...
Education
The University of Western Ontario 1992 — 1993
MA, Economics
McGill University 1989 — 1992
B.A., Economics