Merrill Lynch Canada Inc.
Description
Located in: Brookfield PlaceAddress: 181 Bay St, Toronto, ON M5J 2T3, Canada Province: Ontario Phone: +1 416-369-7400Place name: : : Hours: Category: : Website: : : : Website: https://www.bofaml.com/content/boaml/en_us/home.html Category: Corporate office 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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (8) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Bank of America Merrill Lynch Canada Inc Posting publicly on the Web Write a review Reviews 6 Google reviews
Merrill Lynch Canada Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Merrill Lynch Canada Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Merrill Lynch Canada Inc. Employees
Employee
Years
Job
Industry
Dmitriy Kourtchikov Dmitriy Kourtchikov's Merrill Lynch Canada Inc. Experience 1995 - 1997
Job Quantitative Developer, handson Architect
Industry Research
Experience
Bloomberg 2006 - Present
Credit Suisse 2004 - 2006
The Clinton Group 2002 - 2004
Financial Technologies International 2001 - 2002
Moneyline 2000 - 2001
Thomson Financial Municipals Group 1997 - 2000
Merrill Lynch Canada Inc 1995 - 1997
Prism Systems, Canada 1994 - 1995
Quantum Information Resources Ltd 1994 - 1994
Odessa Polytechnic University 1990 - 1993
Skills
Quantitative Finance, Trading Systems, R, Bloomberg, C++, Python, Monte Carlo Simulation, Fixed Income, Algorithms, Stochastic Calculus, Bloomberg Software
Education
Odessa National 'I.I. Mecnikov' University 1980 — 1983
PhD, Mathematical Physics
Odessa National 'I.I. Mecnikov' University 1975 — 1980
MS, Mathematical Physics, Computer Science
Odessa - School 116 1973 — 1975
Mathematics and Computer Science
Bloomberg 2006 - Present
Credit Suisse 2004 - 2006
The Clinton Group 2002 - 2004
Financial Technologies International 2001 - 2002
Moneyline 2000 - 2001
Thomson Financial Municipals Group 1997 - 2000
Merrill Lynch Canada Inc 1995 - 1997
Prism Systems, Canada 1994 - 1995
Quantum Information Resources Ltd 1994 - 1994
Odessa Polytechnic University 1990 - 1993
Skills
Quantitative Finance, Trading Systems, R, Bloomberg, C++, Python, Monte Carlo Simulation, Fixed Income, Algorithms, Stochastic Calculus, Bloomberg Software
Education
Odessa National 'I.I. Mecnikov' University 1980 — 1983
PhD, Mathematical Physics
Odessa National 'I.I. Mecnikov' University 1975 — 1980
MS, Mathematical Physics, Computer Science
Odessa - School 116 1973 — 1975
Mathematics and Computer Science
F. Michael Walsh F. Michael Walsh's Merrill Lynch Canada Inc. Experience 1982 - 1984
Job Retired Executive
Industry Capital Markets
Experience
First Marathon Securities Limited 1993 - 1999
Ontario Securities Commission 1992 - 1992
First Marathon Securities Limited 1984 - 1989
Merrill Lynch Canada Inc. 1982 - 1984
Burns Fry Limited 1981 - 1982
Merrill Lynch, Royal Securities Limited 1978 - 1981
Merrill Lynch, Royal Securities Liimited 1977 - 1978
Pickering College 1976 - 1977
Education
University of Guelph 1989 — 1992
Doctor of Philosophy (PhD), Philosophy
York University 1973 — 1975
Master of Business Administration (MBA)
University of Guelph 1969 — 1970
Master's degree, Philosophy
University of Guelph 1967 — 1969
Bachelor of Arts (BA), Philosophy, History, and English
First Marathon Securities Limited 1993 - 1999
Ontario Securities Commission 1992 - 1992
First Marathon Securities Limited 1984 - 1989
Merrill Lynch Canada Inc. 1982 - 1984
Burns Fry Limited 1981 - 1982
Merrill Lynch, Royal Securities Limited 1978 - 1981
Merrill Lynch, Royal Securities Liimited 1977 - 1978
Pickering College 1976 - 1977
Education
University of Guelph 1989 — 1992
Doctor of Philosophy (PhD), Philosophy
York University 1973 — 1975
Master of Business Administration (MBA)
University of Guelph 1969 — 1970
Master's degree, Philosophy
University of Guelph 1967 — 1969
Bachelor of Arts (BA), Philosophy, History, and English
Scott Delgaty, MBA, CFP, CIMA Scott Delgaty, MBA, CFP, CIMA's Merrill Lynch Canada Inc. Experience August 1998 - December 2001
Job Vice President Portfolio Manager at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy December 2001 - Present
Merrill Lynch Canada Inc. August 1998 - December 2001
Midland Walwyn Capital Inc. June 1990 - August 1998
Midland Doherty Ltd. September 1983 - June 1990
Skills
Wealth Management, Strategic Financial..., Estate Planning, Retirement, Financial Services, Investment Advisory, Mutual Funds, Investment Management, Securities, Investment Strategies, Retirement Planning, Portfolio Management, Asset Managment, Fixed Income, Investments, Equities, Asset Allocation, ETFs, Trading, Capital Markets, Options, Derivatives, Alternative Investments, Wealth Management..., Finance, Bonds, Asset Management, Financial Planning
Education
Dalhousie University 2008 — 2011
MBA, Fin. Services
Canadian Securities Institute 1983 — 2010
Certified Investment Manager, Wealth Management
University of California, Berkeley, Haas School of Business 2006 — 2006
Portfolio Management
CIBC Wood Gundy December 2001 - Present
Merrill Lynch Canada Inc. August 1998 - December 2001
Midland Walwyn Capital Inc. June 1990 - August 1998
Midland Doherty Ltd. September 1983 - June 1990
Skills
Wealth Management, Strategic Financial..., Estate Planning, Retirement, Financial Services, Investment Advisory, Mutual Funds, Investment Management, Securities, Investment Strategies, Retirement Planning, Portfolio Management, Asset Managment, Fixed Income, Investments, Equities, Asset Allocation, ETFs, Trading, Capital Markets, Options, Derivatives, Alternative Investments, Wealth Management..., Finance, Bonds, Asset Management, Financial Planning
Education
Dalhousie University 2008 — 2011
MBA, Fin. Services
Canadian Securities Institute 1983 — 2010
Certified Investment Manager, Wealth Management
University of California, Berkeley, Haas School of Business 2006 — 2006
Portfolio Management
Aamir Motiwala Aamir Motiwala's Merrill Lynch Canada Inc. Experience July 1999 - March 2000
Job Lead Business Analyst at Algorithmics
Industry Computer Software
Experience
Algorithmics, an IBM Company March 2011 - Present
HUM SECURITIES LIMITED August 2005 - September 2010
Habib Metropolitan Bank (Subsidiary of AG Zurich) March 2002 - June 2005
CIBC Imperial Service April 2000 - January 2002
MERRILL LYNCH CANADA INC July 1999 - March 2000
Habib Bank AG Zurich August 1995 - December 1996
Skills
Derivatives, Financial Modeling, Risk Management, Asset Management, Valuation, FX, Economics, Indexing, Equities, Securities, Portfolio Management, Investments, Capital Markets, Financial Markets, Business Analysis, Financial Planning, Risk, Wealth Management, Financial Analysis, Corporate Finance, Options
Education
York University - Schulich School of Business 1997 — 1998
Master of Business Administration, Finance and Investment Management
The University of Texas at Arlington 1992 — 1995
BBA, Bachelor of Business Administration - Marketing
English Medium School 1979 — 1989
Algorithmics, an IBM Company March 2011 - Present
HUM SECURITIES LIMITED August 2005 - September 2010
Habib Metropolitan Bank (Subsidiary of AG Zurich) March 2002 - June 2005
CIBC Imperial Service April 2000 - January 2002
MERRILL LYNCH CANADA INC July 1999 - March 2000
Habib Bank AG Zurich August 1995 - December 1996
Skills
Derivatives, Financial Modeling, Risk Management, Asset Management, Valuation, FX, Economics, Indexing, Equities, Securities, Portfolio Management, Investments, Capital Markets, Financial Markets, Business Analysis, Financial Planning, Risk, Wealth Management, Financial Analysis, Corporate Finance, Options
Education
York University - Schulich School of Business 1997 — 1998
Master of Business Administration, Finance and Investment Management
The University of Texas at Arlington 1992 — 1995
BBA, Bachelor of Business Administration - Marketing
English Medium School 1979 — 1989
Joyce K. Bish Joyce K. Bish's Merrill Lynch Canada Inc. Experience 1996 - 2001
Job Managing Director, Setter Group
Industry Mining & Metals
Experience
SETTER GROUP January 2006 - Present
IAMGOLD 2010 - 2010
MERRILL LYNCH CANADA INC 1996 - 2001
ITH HOLDINGS 1995 - 1996
Skills
Mining, Investor Relations, Strategic Planning, Business Strategy, Negotiation, Management Consulting, Business Planning, Corporate Finance, Financial Analysis, Strategy Development, Corporate Governance, Marketing Strategy, Customer Relations, Strategy, Mergers, Customer Service, Executive Management, Private Equity, Business Process..., Financial Modeling, Mergers & Acquisitions, Risk Management, Acquisition Integration, Portfolio Management, Acquisitions, Management, Due Diligence, Business Development, Venture Capital, Equity Research, Corporate Development
Education
Rotman School of Management 2011 — 2011
Directors Education Program (DEP34)
York University - Schulich School of Business 1993 — 1994
MBA, Finance
Ryerson University
B.A, International Marketing Management
University of Toronto
B.A, Economics and Sociology
SETTER GROUP January 2006 - Present
IAMGOLD 2010 - 2010
MERRILL LYNCH CANADA INC 1996 - 2001
ITH HOLDINGS 1995 - 1996
Skills
Mining, Investor Relations, Strategic Planning, Business Strategy, Negotiation, Management Consulting, Business Planning, Corporate Finance, Financial Analysis, Strategy Development, Corporate Governance, Marketing Strategy, Customer Relations, Strategy, Mergers, Customer Service, Executive Management, Private Equity, Business Process..., Financial Modeling, Mergers & Acquisitions, Risk Management, Acquisition Integration, Portfolio Management, Acquisitions, Management, Due Diligence, Business Development, Venture Capital, Equity Research, Corporate Development
Education
Rotman School of Management 2011 — 2011
Directors Education Program (DEP34)
York University - Schulich School of Business 1993 — 1994
MBA, Finance
Ryerson University
B.A, International Marketing Management
University of Toronto
B.A, Economics and Sociology
Kristina Honchar, CFA Kristina Honchar, CFA's Merrill Lynch Canada Inc. Experience July 2000 - March 2002
Job Product Manager at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns March 2015 - Present
Edward Jones September 2013 - March 2015
Burlington Body Camp April 2010 - August 2014
Manulife Securities November 2011 - September 2013
CIBC Asset Management September 2006 - June 2009
CIBC Wealth Management February 2003 - September 2006
Synergy Asset Management March 2002 - February 2003
Merrill Lynch Canada Inc. July 2000 - March 2002
CIBC Wood Gundy June 1998 - March 2000
CIBC Wood Gundy 2000 - 2000
Skills
Mutual Funds, Investments, Wealth Management, Portfolio Management, Asset Managment, Strategic Financial..., Equities, Securities, Relationship Management, Strategic Planning, Business Analysis, Financial Modeling, Asset Management, Investment Advisory, Financial Advisory, Product Management, Business Development, Investment Strategies, Financial Services
Education
Can Fit Pro 2009 — 2009
Personal Training Specialist (PTS)
York University - Schulich School of Business 2004 — 2004
Marketing Management Course
CFA Institute 2000 — 2003
Chartered Financial Analyst
University of Guelph 1994 — 1998
Honours B.Sc., Biology
BMO Nesbitt Burns March 2015 - Present
Edward Jones September 2013 - March 2015
Burlington Body Camp April 2010 - August 2014
Manulife Securities November 2011 - September 2013
CIBC Asset Management September 2006 - June 2009
CIBC Wealth Management February 2003 - September 2006
Synergy Asset Management March 2002 - February 2003
Merrill Lynch Canada Inc. July 2000 - March 2002
CIBC Wood Gundy June 1998 - March 2000
CIBC Wood Gundy 2000 - 2000
Skills
Mutual Funds, Investments, Wealth Management, Portfolio Management, Asset Managment, Strategic Financial..., Equities, Securities, Relationship Management, Strategic Planning, Business Analysis, Financial Modeling, Asset Management, Investment Advisory, Financial Advisory, Product Management, Business Development, Investment Strategies, Financial Services
Education
Can Fit Pro 2009 — 2009
Personal Training Specialist (PTS)
York University - Schulich School of Business 2004 — 2004
Marketing Management Course
CFA Institute 2000 — 2003
Chartered Financial Analyst
University of Guelph 1994 — 1998
Honours B.Sc., Biology
Mitchell Rosenberg Mitchell Rosenberg's Merrill Lynch Canada Inc. Experience January 1999 - January 2001
Job Investment Advisor, Private Client Group, Raymond James Ltd
Industry Financial Services
Experience
Raymond James Ltd May 2013 - Present
Macquarie Private Wealth Inc. January 2010 - May 2013
Blackmont Capital August 2003 - January 2010
CIBC Wood Gundy January 2001 - August 2003
Merrill Lynch Canada inc. January 1999 - January 2001
Skills
Investment Advisory, Wealth Management, Equities, Investments, Investment Strategies, Retirement Planning, Bonds, Securities, Alternative Investments, musician, ETFs, Mutual Funds, Retirement, Wealth Management..., Asset Allocation, Wealth, Portfolio Management, Asset Management, Financial Planning, Financial Advisory, Fixed Income
Education
Canadian Securities Institute
CSC,PFP.CPH.
McGill University
B.A, Economics, Industrial Relations
Raymond James Ltd May 2013 - Present
Macquarie Private Wealth Inc. January 2010 - May 2013
Blackmont Capital August 2003 - January 2010
CIBC Wood Gundy January 2001 - August 2003
Merrill Lynch Canada inc. January 1999 - January 2001
Skills
Investment Advisory, Wealth Management, Equities, Investments, Investment Strategies, Retirement Planning, Bonds, Securities, Alternative Investments, musician, ETFs, Mutual Funds, Retirement, Wealth Management..., Asset Allocation, Wealth, Portfolio Management, Asset Management, Financial Planning, Financial Advisory, Fixed Income
Education
Canadian Securities Institute
CSC,PFP.CPH.
McGill University
B.A, Economics, Industrial Relations
Duff Young, CFA Duff Young, CFA's Merrill Lynch Canada Inc. Experience 1995 - 1997
Job Partner at L'Ordier Family Trust
Industry Investment Management
Experience
L'Ordier & Fils Private Trust Company 2011 - Present
islandU Development Corporation 2007 - 2012
FundMonitor.com Corporation 1997 - 2011
Merrill Lynch Canada Inc. 1995 - 1997
Education
University of Oxford - Said Business School 2015 — 2016
Post-Graduate Diploma
Harvard University Graduate School of Education 2013 — 2014
Leading Education Systems at the National Level
CFA Institute
Chartered Financial Analyst - awarded in 1992
The University of Western Ontario - Huron University College
Economics - '86-'88
University of Windsor
Bachelor of Commerce (Honours), Finance, Economics
L'Ordier & Fils Private Trust Company 2011 - Present
islandU Development Corporation 2007 - 2012
FundMonitor.com Corporation 1997 - 2011
Merrill Lynch Canada Inc. 1995 - 1997
Education
University of Oxford - Said Business School 2015 — 2016
Post-Graduate Diploma
Harvard University Graduate School of Education 2013 — 2014
Leading Education Systems at the National Level
CFA Institute
Chartered Financial Analyst - awarded in 1992
The University of Western Ontario - Huron University College
Economics - '86-'88
University of Windsor
Bachelor of Commerce (Honours), Finance, Economics
Glenn Walker, B.Econ., CIMA® Glenn Walker, B.Econ., CIMA®'s Merrill Lynch Canada Inc. Experience 1998 - 2001
Job Executive Director, Private Client Group, Senior Investment Advisor at Scotia Capital Inc., HollisWealth
Industry Financial Services
Experience
Scotia Capital Inc., HollisWealth June 2004 - Present
CIBC Wood Gundy 2001 - 2004
Merrill Lynch Canada Inc. 1998 - 2001
Skills
Investment Management, Wealth Management, Investment Advisory, Mutual Funds, Investment Strategies, Finance, Investments, Retirement Planning, Financial Advisory, Wealth Management..., Securities, Wealth, Equities
Education
University of Pennsylvania - The Wharton School
CIMA® Certified Investment Management Analyst
Brock University 1985 — 1989
Bachelor of Business Economics
Scotia Capital Inc., HollisWealth June 2004 - Present
CIBC Wood Gundy 2001 - 2004
Merrill Lynch Canada Inc. 1998 - 2001
Skills
Investment Management, Wealth Management, Investment Advisory, Mutual Funds, Investment Strategies, Finance, Investments, Retirement Planning, Financial Advisory, Wealth Management..., Securities, Wealth, Equities
Education
University of Pennsylvania - The Wharton School
CIMA® Certified Investment Management Analyst
Brock University 1985 — 1989
Bachelor of Business Economics
Anna-Marie Lyons Anna-Marie Lyons's Merrill Lynch Canada Inc. Experience June 1998 - December 2001
Job Financial Planning Consultant
Industry Financial Services
Experience
RBC Wealth Management May 2011 - Present
Wellington West February 2005 - May 2010
Wellington West Capital 2005 - May 2010
CIBC Wood Gundy December 2001 - February 2005
Merrill Lynch Canada Inc June 1998 - December 2001
Midland Walwyn Capital Inc November 1991 - June 1998
Skills
Estate Planning
Education
Ivey Business School at Western University 1989 — 1991
MBA
University of Ottawa 1974 — 1979
BA, French
RBC Wealth Management May 2011 - Present
Wellington West February 2005 - May 2010
Wellington West Capital 2005 - May 2010
CIBC Wood Gundy December 2001 - February 2005
Merrill Lynch Canada Inc June 1998 - December 2001
Midland Walwyn Capital Inc November 1991 - June 1998
Skills
Estate Planning
Education
Ivey Business School at Western University 1989 — 1991
MBA
University of Ottawa 1974 — 1979
BA, French
Paul Tepsich, CFA's Merrill Lynch Canada Inc. Experience September 1990 - January 2008
Job Managing Partner and Portfolio Manager at High Rock Capital Management Inc.
Industry Investment Management
Experience
High Rock Capital Management Inc. November 2010 - Present
Merrill Lynch Canada Inc. September 1990 - January 2008
Skills
Fixed Income, Investments, Hedge Funds, Alternative Investments, Equities, Capital Markets, Asset Management, Portfolio Management, Securities, Investment Strategies, Bloomberg, Management
Education
CFA Institute 1989 — 1991
CFA, International Finance, CFA
The University of Western Ontario - King's University College 1982 — 1985
Bachelor of Arts (BA), Financial Studies and Economics
High Rock Capital Management Inc. November 2010 - Present
Merrill Lynch Canada Inc. September 1990 - January 2008
Skills
Fixed Income, Investments, Hedge Funds, Alternative Investments, Equities, Capital Markets, Asset Management, Portfolio Management, Securities, Investment Strategies, Bloomberg, Management
Education
CFA Institute 1989 — 1991
CFA, International Finance, CFA
The University of Western Ontario - King's University College 1982 — 1985
Bachelor of Arts (BA), Financial Studies and Economics
F. John Durdan F. John Durdan's Merrill Lynch Canada Inc. Experience May 1988 - January 1990
Job Partner at Gowling Lafleur Henderson LLP
Industry Law Practice
Experience
Gowling Lafleur Henderson LLP July 1996 - Present
McMillan LLP January 1993 - June 1996
Greystone Partners Inc. January 1990 - September 1990
Merrill Lynch Canada Inc. May 1988 - January 1990
Education
University of Toronto 2000 — 2003
LLB, Law
Queen's University 1984 — 1988
B. Comm
Appleby College 1978 — 1984
Gowling Lafleur Henderson LLP July 1996 - Present
McMillan LLP January 1993 - June 1996
Greystone Partners Inc. January 1990 - September 1990
Merrill Lynch Canada Inc. May 1988 - January 1990
Education
University of Toronto 2000 — 2003
LLB, Law
Queen's University 1984 — 1988
B. Comm
Appleby College 1978 — 1984
Bruce Moffatt Bruce Moffatt's Merrill Lynch Canada Inc. Experience 1998 - 2002
Job Managing Director at Terra Cotta Private Wealth Inc.
Industry Investment Management
Experience
Terra Cotta Wealth Management 2014 - Present
Macquarie Private Wealth July 2012 - 2014
Richardson GMP Limited November 2010 - July 2012
Richardson Partners Financial Limited June 2005 - November 2010
CIBC Wood Gundy January 2002 - June 2005
Merrill Lynch Canada Inc. 1998 - 2002
Skills
Wealth Management, High Net Worth..., Estate Planning, Portfolio Management, Investment Management, Risk Management, Retirement Planning, Investment Advisory, Financial Advisory, Investment Strategies, Due Diligence, Alternative Investments, Mutual Funds, Finance, Asset Allocation
Education
Keiller Mackay CI
Keiller Mackay CI
Strategic Coach
Strategic Coach
University of Pennsylvania - The Wharton School
CIMA, Finance
Terra Cotta Wealth Management 2014 - Present
Macquarie Private Wealth July 2012 - 2014
Richardson GMP Limited November 2010 - July 2012
Richardson Partners Financial Limited June 2005 - November 2010
CIBC Wood Gundy January 2002 - June 2005
Merrill Lynch Canada Inc. 1998 - 2002
Skills
Wealth Management, High Net Worth..., Estate Planning, Portfolio Management, Investment Management, Risk Management, Retirement Planning, Investment Advisory, Financial Advisory, Investment Strategies, Due Diligence, Alternative Investments, Mutual Funds, Finance, Asset Allocation
Education
Keiller Mackay CI
Keiller Mackay CI
Strategic Coach
Strategic Coach
University of Pennsylvania - The Wharton School
CIMA, Finance
Nicholas Elfner Nicholas Elfner's Merrill Lynch Canada Inc. Experience August 1999 - February 2006
Job Senior Vice President at Breckinridge Capital Advisors
Industry Investment Management
Experience
Breckinridge Capital Advisors March 2009 - Present
Wellington Management July 2006 - December 2008
Merrill Lynch Canada Inc. August 1999 - February 2006
Merrill Lynch & Co, Inc. July 1995 - July 1999
Harlow Butler 1994 - 1995
Smith Barney 1993 - 1994
Scudder Stevens & Clark June 1992 - August 1992
Skills
Fixed Income, Credit Analysis, Investments, Portfolio Management, Bonds, Hedge Funds, Asset Allocation, Trading, Equity Derivatives, Financial Risk, Investment Management, Capital Markets, Credit, Finance, Banking, Private Equity, Bloomberg, Equities, Securities, Financial Markets, Investment Strategies, Mutual Funds, Valuation, High Yield, Asset Management, Structured Products
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration, Magna Cum Laude
Middlebury College
Bachelor of Arts
Middlesex School
High School
The Fenn School
Middle School
Breckinridge Capital Advisors March 2009 - Present
Wellington Management July 2006 - December 2008
Merrill Lynch Canada Inc. August 1999 - February 2006
Merrill Lynch & Co, Inc. July 1995 - July 1999
Harlow Butler 1994 - 1995
Smith Barney 1993 - 1994
Scudder Stevens & Clark June 1992 - August 1992
Skills
Fixed Income, Credit Analysis, Investments, Portfolio Management, Bonds, Hedge Funds, Asset Allocation, Trading, Equity Derivatives, Financial Risk, Investment Management, Capital Markets, Credit, Finance, Banking, Private Equity, Bloomberg, Equities, Securities, Financial Markets, Investment Strategies, Mutual Funds, Valuation, High Yield, Asset Management, Structured Products
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration, Magna Cum Laude
Middlebury College
Bachelor of Arts
Middlesex School
High School
The Fenn School
Middle School
Bliss White Bliss White's Merrill Lynch Canada Inc. Experience 1987 - 1990
Job Partner at Blake, Cassels & Graydon LLP
Industry Law Practice
Experience
Blake, Cassels & Graydon LLP 1984 - Present
Merrill Lynch Canada Inc. 1987 - 1990
Skills
Corporate Law, Securities Regulation, Joint Ventures, Mergers & Acquisitions, Corporate Governance, Cross-border..., Legal Advice, Mergers, Dispute Resolution, Private Equity, Litigation, Commercial Litigation, Due Diligence, Intellectual Property
Education
York University - Osgoode Hall Law School 1980 — 1983
LL.B.
Memorial University of Newfoundland 1975 — 1980
B. Comm. (Hons.), Finance
Stephenville Integrated 1973 — 1975
Stevenville Integrated 1973 — 1975
Stephenville 1972 — 1975
Blake, Cassels & Graydon LLP 1984 - Present
Merrill Lynch Canada Inc. 1987 - 1990
Skills
Corporate Law, Securities Regulation, Joint Ventures, Mergers & Acquisitions, Corporate Governance, Cross-border..., Legal Advice, Mergers, Dispute Resolution, Private Equity, Litigation, Commercial Litigation, Due Diligence, Intellectual Property
Education
York University - Osgoode Hall Law School 1980 — 1983
LL.B.
Memorial University of Newfoundland 1975 — 1980
B. Comm. (Hons.), Finance
Stephenville Integrated 1973 — 1975
Stevenville Integrated 1973 — 1975
Stephenville 1972 — 1975
Paula Gascoigne Paula Gascoigne's Merrill Lynch Canada Inc. Experience February 1999 - January 2001
Job Associate at Richardson GMP Limited
Industry Investment Management
Experience
Richardson GMP Limited November 2009 - Present
Richardson Partners Financial January 2008 - November 2009
CIBC Wood Gundy October 2005 - January 2008
CIBC Wood Gundy May 2003 - October 2005
CIBC Wood Gundy January 2001 - May 2003
Merrill Lynch Canada Inc. February 1999 - January 2001
Mamma.com May 2000 - October 2000
RBC Dominion Securities 1996 - 1997
Marleau Lemire 1995 - 1997
Skills
Investments, Mutual Funds, Wealth Management, Securities, Fixed Income, Equities, Strategic Financial..., Asset Allocation, Financial Services, Risk Management, Portfolio Management, Alternative Investments, Investment Advisory, Asset Management, Investment Strategies, Financial Planning, Retirement Planning
Education
CEGEP - John Abbott College 1990 — 1993
D.E.C., Pure & Applied Scienes
V.C.H.S. 1985 — 1990
Richardson GMP Limited November 2009 - Present
Richardson Partners Financial January 2008 - November 2009
CIBC Wood Gundy October 2005 - January 2008
CIBC Wood Gundy May 2003 - October 2005
CIBC Wood Gundy January 2001 - May 2003
Merrill Lynch Canada Inc. February 1999 - January 2001
Mamma.com May 2000 - October 2000
RBC Dominion Securities 1996 - 1997
Marleau Lemire 1995 - 1997
Skills
Investments, Mutual Funds, Wealth Management, Securities, Fixed Income, Equities, Strategic Financial..., Asset Allocation, Financial Services, Risk Management, Portfolio Management, Alternative Investments, Investment Advisory, Asset Management, Investment Strategies, Financial Planning, Retirement Planning
Education
CEGEP - John Abbott College 1990 — 1993
D.E.C., Pure & Applied Scienes
V.C.H.S. 1985 — 1990
Gail Esh's Merrill Lynch Canada Inc. Experience June 2001 - January 2002
Job Licensed Acupuncturist at Chinese Medicine Works
Industry Alternative Medicine
Experience
Chinese Medicine Works June 2015 - Present
Zaccai Management Consulting LLC October 2011 - Present
Robert Half Management Resources September 2009 - October 2011
Environmental Risk Communications Inc. May 2006 - April 2010
Hot Sails Maui September 2005 - January 2006
Wipika March 2004 - September 2005
Northwestern Mutual November 2004 - March 2005
BMO Nesbitt Burns February 2002 - May 2003
Bank of Montreal 2002 - 2003
Merrill Lynch Canada Inc. June 2001 - January 2002
Skills
Project Control, Cost Engineering, Business Strategy, Financial Analysis, Business Development, Financial Modeling, Risk Management, Strategy, Portfolio Management, Investments, Start-ups, Analysis
Education
American College of Traditional Chinese Medicine 2009 — 2012
MS, TCM
Seiler School of Real Estate 2005 — 2006
Real Estate License, Real Estate
CFA Institute 2002 — 2004
CFA level 2, Finance, Economics, Capital Markets, Ethics, Statistics
University of Toronto 1995 — 1998
Bachelor of Science, Biology
Chinese Medicine Works June 2015 - Present
Zaccai Management Consulting LLC October 2011 - Present
Robert Half Management Resources September 2009 - October 2011
Environmental Risk Communications Inc. May 2006 - April 2010
Hot Sails Maui September 2005 - January 2006
Wipika March 2004 - September 2005
Northwestern Mutual November 2004 - March 2005
BMO Nesbitt Burns February 2002 - May 2003
Bank of Montreal 2002 - 2003
Merrill Lynch Canada Inc. June 2001 - January 2002
Skills
Project Control, Cost Engineering, Business Strategy, Financial Analysis, Business Development, Financial Modeling, Risk Management, Strategy, Portfolio Management, Investments, Start-ups, Analysis
Education
American College of Traditional Chinese Medicine 2009 — 2012
MS, TCM
Seiler School of Real Estate 2005 — 2006
Real Estate License, Real Estate
CFA Institute 2002 — 2004
CFA level 2, Finance, Economics, Capital Markets, Ethics, Statistics
University of Toronto 1995 — 1998
Bachelor of Science, Biology
Tom Briant's Merrill Lynch Canada Inc. Experience May 1998 - April 2003
Job President at Thomas Briant Investment Corp.
Industry Financial Services
Experience
Thomas Briant Investment Corp. June 2010 - Present
Genuity Capital Markets February 2005 - May 2010
Westwind Partners May 2003 - January 2005
Merrill Lynch Canada Inc. May 1998 - April 2003
TSX Group 1989 - 1999
Toronto Stock Exchange 1989 - 1999
Education
McMaster University 1976 — 1980
B.Comm, Business
Thomas Briant Investment Corp. June 2010 - Present
Genuity Capital Markets February 2005 - May 2010
Westwind Partners May 2003 - January 2005
Merrill Lynch Canada Inc. May 1998 - April 2003
TSX Group 1989 - 1999
Toronto Stock Exchange 1989 - 1999
Education
McMaster University 1976 — 1980
B.Comm, Business
Norine Kiddie's Merrill Lynch Canada Inc. Experience 1986 - 1989
Job Analyst at CGI
Industry Investment Management
Experience
CGI November 2008 - Present
Perimeter Financial June 2002 - June 2008
Scotiabank 2000 - 2002
BPI Mutual Funds 1995 - 1999
Merrill Lynch Canada Inc 1986 - 1989
Skills
Investments, Fixed Income, Business Analysis, Bloomberg, Requirements Gathering, Capital Markets, Requirements Analysis, SDLC, Business Requirements, Project Management, Software Project..., Vendor Management
Education
University of Ottawa 1975 — 1979
CGI November 2008 - Present
Perimeter Financial June 2002 - June 2008
Scotiabank 2000 - 2002
BPI Mutual Funds 1995 - 1999
Merrill Lynch Canada Inc 1986 - 1989
Skills
Investments, Fixed Income, Business Analysis, Bloomberg, Requirements Gathering, Capital Markets, Requirements Analysis, SDLC, Business Requirements, Project Management, Software Project..., Vendor Management
Education
University of Ottawa 1975 — 1979
John Nagel's Merrill Lynch Canada Inc. Experience 1996 - 1998
Job Vice President and Director at Desjardins Securities Inc.
Industry Financial Services
Experience
Desjardins Securities Inc. June 2002 - Present
Thomson Kernaghan & Co. Limited 1998 - May 2002
Merrill Lynch Canada Inc, 1996 - 1998
HSBC Securities (Canada) Inc. 1990 - 1996
Dean Witter Reynolds (Canada) Inc. 1985 - 1990
Gardiner, Watson Limited 1980 - 1985
A.E. Ames & Co. Limited 1975 - 1980
Skills
Trading, Corporate Finance, Derivatives, Analysis, Capital Markets, Equities, Investments, Investment Banking, Fixed Income, Financial Modeling, Equity Research, Bloomberg, Valuation, Financial Analysis, Portfolio Management, Mergers, Wealth Management, Strategic Financial..., Governance, Securities
Education
York University 1967 — 1971
BA(Econ), Economics & Psychology
1973 — 1975
Diploma, Hotel & Business Administraiton
Desjardins Securities Inc. June 2002 - Present
Thomson Kernaghan & Co. Limited 1998 - May 2002
Merrill Lynch Canada Inc, 1996 - 1998
HSBC Securities (Canada) Inc. 1990 - 1996
Dean Witter Reynolds (Canada) Inc. 1985 - 1990
Gardiner, Watson Limited 1980 - 1985
A.E. Ames & Co. Limited 1975 - 1980
Skills
Trading, Corporate Finance, Derivatives, Analysis, Capital Markets, Equities, Investments, Investment Banking, Fixed Income, Financial Modeling, Equity Research, Bloomberg, Valuation, Financial Analysis, Portfolio Management, Mergers, Wealth Management, Strategic Financial..., Governance, Securities
Education
York University 1967 — 1971
BA(Econ), Economics & Psychology
1973 — 1975
Diploma, Hotel & Business Administraiton
Debbie Uniac's Merrill Lynch Canada Inc. Experience June 1996 - August 1996
Job Director, Human Resources at Trudell Medical International
Industry Medical Devices
Experience
Trudell Medical International November 2007 - Present
Cold Springs Farm Ltd. 2004 - 2007
Cuddy Food Products 1996 - 2004
Merrill Lynch Canada Inc. June 1996 - August 1996
Skills
Building Relationships, Employee Relations, Development & delivery..., Policy Writing, Recruitments, Internal Communications, Employment Law..., Employee Management, Performance Management, Organization, Medical Devices, Food Manufacturing, Personnel Management, Leadership, Relationship Building, Recruiting, Human Resources, Labor Relations, Coaching, Management, Training, Talent Management
Education
Brock University 2008 — 2011
B.Ed, Adult Education
The University of Western Ontario 1998 — 2002
CIM, Canadian Institute of Management, Honours
Seneca College of Applied Arts and Technology 1995 — 1996
Certificate, Human Resources, President's Honour List
University of Windsor 1991 — 1995
Hons. B.A., Political Science
Westminster S.S. 1986 — 1991
Ontario Secondary School Diploma (OSSD)
Trudell Medical International November 2007 - Present
Cold Springs Farm Ltd. 2004 - 2007
Cuddy Food Products 1996 - 2004
Merrill Lynch Canada Inc. June 1996 - August 1996
Skills
Building Relationships, Employee Relations, Development & delivery..., Policy Writing, Recruitments, Internal Communications, Employment Law..., Employee Management, Performance Management, Organization, Medical Devices, Food Manufacturing, Personnel Management, Leadership, Relationship Building, Recruiting, Human Resources, Labor Relations, Coaching, Management, Training, Talent Management
Education
Brock University 2008 — 2011
B.Ed, Adult Education
The University of Western Ontario 1998 — 2002
CIM, Canadian Institute of Management, Honours
Seneca College of Applied Arts and Technology 1995 — 1996
Certificate, Human Resources, President's Honour List
University of Windsor 1991 — 1995
Hons. B.A., Political Science
Westminster S.S. 1986 — 1991
Ontario Secondary School Diploma (OSSD)
Brian Smallhorn's Merrill Lynch Canada Inc. Experience January 2001 - October 2010
Job Executive Director & Chief Compliance Officer at Morgan Stanley Canada Limited
Industry Capital Markets
Experience
Morgan Stanley Canada Limited November 2010 - Present
Merrill Lynch Canada Inc. January 2001 - October 2010
Education
McMaster University
B.A., Economics, Psychology
Morgan Stanley Canada Limited November 2010 - Present
Merrill Lynch Canada Inc. January 2001 - October 2010
Education
McMaster University
B.A., Economics, Psychology
Brenda Horsford's Merrill Lynch Canada Inc. Experience January 1998 - January 2002
Job Financial Services Professional
Industry Financial Services
Experience
HSBC Bank Canada Inc September 2007 - December 2009
CIBC World Markets September 2002 - September 2007
Merrill Lynch Canada Inc January 1998 - January 2002
Midland Walwyn Inc January 1997 - January 1998
Toronto Dominion Securities January 1990 - January 1997
Education
George Brown College
Business Administration Diploma, Accounting
HSBC Bank Canada Inc September 2007 - December 2009
CIBC World Markets September 2002 - September 2007
Merrill Lynch Canada Inc January 1998 - January 2002
Midland Walwyn Inc January 1997 - January 1998
Toronto Dominion Securities January 1990 - January 1997
Education
George Brown College
Business Administration Diploma, Accounting
Ada Ng, PMP's Merrill Lynch Canada Inc. Experience 1999 - 2000
Job Director, Information Technology
Industry Information Technology and Services
Experience
CIBC June 2011 - Present
CIBC October 2004 - May 2011
Alliance Data Systems November 2002 - September 2004
Alliance Data Systems July 2001 - October 2002
Merrill Lynch Canada Inc. 1999 - 2000
Canadian Tire Corporation, Toronto 1996 - 1999
Skills
SDLC, Business Analysis, Requirements Analysis, Integration, Requirements Gathering, IT Strategy, Software Project..., Vendor Management, Business Requirements, People Management, Enterprise Architecture, Payment Systems, Banking, Client Relations
Education
University of London
Bachelor's Degree, Computer Science
CIBC June 2011 - Present
CIBC October 2004 - May 2011
Alliance Data Systems November 2002 - September 2004
Alliance Data Systems July 2001 - October 2002
Merrill Lynch Canada Inc. 1999 - 2000
Canadian Tire Corporation, Toronto 1996 - 1999
Skills
SDLC, Business Analysis, Requirements Analysis, Integration, Requirements Gathering, IT Strategy, Software Project..., Vendor Management, Business Requirements, People Management, Enterprise Architecture, Payment Systems, Banking, Client Relations
Education
University of London
Bachelor's Degree, Computer Science
Ken Yee, CIM®'s Merrill Lynch Canada Inc. Experience January 2000 - January 2005
Job Capital Markets Professional
Industry Capital Markets
Experience
Hampton Securities Ltd September 2010 - November 2012
Credit Suisse Securities (Canada), Inc July 2007 - March 2009
National Bank Financial January 2005 - June 2007
Merrill Lynch Canada Inc January 2000 - January 2005
Skills
Equities, Equity Trading, Capital Markets, Fixed Income, Trading, Electronic Trading, Options, Securities, Bloomberg, Derivatives, Trading Systems, Investments, Structured Products, Asset Management, Hedge Funds
Education
Concordia University
Bachelor of Commerce, Administrative Management
Hampton Securities Ltd September 2010 - November 2012
Credit Suisse Securities (Canada), Inc July 2007 - March 2009
National Bank Financial January 2005 - June 2007
Merrill Lynch Canada Inc January 2000 - January 2005
Skills
Equities, Equity Trading, Capital Markets, Fixed Income, Trading, Electronic Trading, Options, Securities, Bloomberg, Derivatives, Trading Systems, Investments, Structured Products, Asset Management, Hedge Funds
Education
Concordia University
Bachelor of Commerce, Administrative Management
Sandy Reinhardt's Merrill Lynch Canada Inc. Experience January 2000 - May 2007
Job Sales Representative at Re/max Proffesionals Inc.
Industry Real Estate
Experience
Re/max Proffesionals Inc. May 2011 - Present
UBS Securities Co., Ltd May 2007 - October 2008
Merrill Lynch Canada Inc. January 2000 - May 2007
Education
University of Guelph 1981 — 1985
Bachelor of Arts, Economics
Martingrove C. I. 1977 — 1981
Re/max Proffesionals Inc. May 2011 - Present
UBS Securities Co., Ltd May 2007 - October 2008
Merrill Lynch Canada Inc. January 2000 - May 2007
Education
University of Guelph 1981 — 1985
Bachelor of Arts, Economics
Martingrove C. I. 1977 — 1981