MGI Securities
Industry: Company
DescriptionFounded: 2000 Parent organization: Industrial Alliance Securities Inc.
MGI Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MGI Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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MGI Securities Employees
Employee
Years
Job
Industry
Jennifer Plenert Jennifer Plenert's MGI Securities Experience 2006 - 2008
Job Compliance Supervisor, Prairie Region at National Bank Financial
Industry Financial Services
Experience
National Bank Financial March 2014 - Present
National Bank Financial 2011 - February 2014
Wellington West August 2008 - December 2011
MGI Securities 2006 - 2008
Bieber Securities Inc. 1995 - 2006
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Investment Strategies, Investments, Strategic Financial..., Securities, Portfolio Management, Asset Allocation, Financial Services, Retirement, Financial Advisory, Equities, Asset Management, Estate Planning
Education
The University of Winnipeg 2005 — 2008
BA, Psychology
National Bank Financial March 2014 - Present
National Bank Financial 2011 - February 2014
Wellington West August 2008 - December 2011
MGI Securities 2006 - 2008
Bieber Securities Inc. 1995 - 2006
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Investment Strategies, Investments, Strategic Financial..., Securities, Portfolio Management, Asset Allocation, Financial Services, Retirement, Financial Advisory, Equities, Asset Management, Estate Planning
Education
The University of Winnipeg 2005 — 2008
BA, Psychology
William Barlow, CFA, CIM, BSc William Barlow, CFA, CIM, BSc's MGI Securities Experience May 2007 - January 2013
Job Investment Advisor, Certified Retirement Specialist at TD Wealth Private Investment Advice
Industry Investment Management
Experience
TD Wealth Private Investment Advice January 2013 - Present
MGI Securities May 2007 - January 2013
Columbus Cottonmouths Hockey Club December 2007 - April 2012
Jordan Capital AM November 2008 - November 2009
PFPC International June 2006 - August 2006
Skills
Fixed Income, Trading, Leadership, Finance, Corporate Finance, Derivatives, Options, Bloomberg, Hedge Funds, Management, Asset Allocation, Investment Management, Equity Trading, Bonds, Private Equity, Banking, ETFs, Commodity, Retirement, Stocks
Education
CFA Institute 2010 — 2013
State University of New York College at Fredonia 2003 — 2007
Bachelor of Science, Finance
Canadian Securities Institute 2006 — 2012
Finance and Financial Management Services
Oakville Trafalgar High School
TD Wealth Private Investment Advice January 2013 - Present
MGI Securities May 2007 - January 2013
Columbus Cottonmouths Hockey Club December 2007 - April 2012
Jordan Capital AM November 2008 - November 2009
PFPC International June 2006 - August 2006
Skills
Fixed Income, Trading, Leadership, Finance, Corporate Finance, Derivatives, Options, Bloomberg, Hedge Funds, Management, Asset Allocation, Investment Management, Equity Trading, Bonds, Private Equity, Banking, ETFs, Commodity, Retirement, Stocks
Education
CFA Institute 2010 — 2013
State University of New York College at Fredonia 2003 — 2007
Bachelor of Science, Finance
Canadian Securities Institute 2006 — 2012
Finance and Financial Management Services
Oakville Trafalgar High School
Heather Eshpeter Heather Eshpeter's MGI Securities Experience April 2008 - December 2008
Job Bachelor of Business Administration Degree (Mount Royal University)
Industry Education Management
Experience
Randstad Canada September 2014 - December 2014
Mount Royal University September 2010 - June 2014
CNRL May 2013 - December 2013
Replicon May 2009 - August 2010
Replicon February 2009 - April 2009
MGI Securities April 2008 - December 2008
Skills
Recruiting, Human Resources, Teamwork, Leadership, Onboarding, Microsoft Office, Management, Customer Service, New Hire Orientations, Time Management
Education
Mount Royal University 2010 — 2014
BBA, General Management and Human Resources Majors
Southern Alberta Institute of Technology 2006 — 2007
Professional Cooking Diploma
Randstad Canada September 2014 - December 2014
Mount Royal University September 2010 - June 2014
CNRL May 2013 - December 2013
Replicon May 2009 - August 2010
Replicon February 2009 - April 2009
MGI Securities April 2008 - December 2008
Skills
Recruiting, Human Resources, Teamwork, Leadership, Onboarding, Microsoft Office, Management, Customer Service, New Hire Orientations, Time Management
Education
Mount Royal University 2010 — 2014
BBA, General Management and Human Resources Majors
Southern Alberta Institute of Technology 2006 — 2007
Professional Cooking Diploma
Patty Arsenault, CIM Patty Arsenault, CIM's MGI Securities Experience January 2009 - August 2014
Job Associate Advisor
Industry Investment Management
Experience
RBC Dominion Securities September 2014 - Present
MGI Securities January 2009 - August 2014
MGI Securities August 2008 - January 2009
Trapeze Asset Management Inc. 2002 - 2008
Skills
Investments, Mutual Funds, Trade Execution, Client Services, Securities, Equities, Wealth Management, Capital Markets, Investment Strategies, Asset Managment, Portfolio Management, Financial Services, Fixed Income, Asset Allocation, Investment Management, Trading, Asset Management, Investment Advisory
Education
George Brown College 2000 — 2001
Investment Sales Assistant
Algonquin College of Applied Arts and Technology 1997 — 2000
Business Administration
RBC Dominion Securities September 2014 - Present
MGI Securities January 2009 - August 2014
MGI Securities August 2008 - January 2009
Trapeze Asset Management Inc. 2002 - 2008
Skills
Investments, Mutual Funds, Trade Execution, Client Services, Securities, Equities, Wealth Management, Capital Markets, Investment Strategies, Asset Managment, Portfolio Management, Financial Services, Fixed Income, Asset Allocation, Investment Management, Trading, Asset Management, Investment Advisory
Education
George Brown College 2000 — 2001
Investment Sales Assistant
Algonquin College of Applied Arts and Technology 1997 — 2000
Business Administration
Aaron Rowlatt Aaron Rowlatt's MGI Securities Experience February 2009 - March 2014
Job Equity Trader at Industrial Alliance Securities
Industry Banking
Experience
Industrial Alliance Securities April 2014 - Present
MGI Securities February 2009 - March 2014
Bank of Montreal December 2006 - February 2009
Skills
Equities, Equity Trading, Capital Markets, Corporate Finance
Education
University of Ottawa / Université d'Ottawa 2001 — 2005
Bachelor of Commerce, Business/Commerce, General
NEOMA Business School 2003 — 2004
Bachelor of Commerce (B.Com.), International Business
Sir Wilfred Laurier Secondary School
Industrial Alliance Securities April 2014 - Present
MGI Securities February 2009 - March 2014
Bank of Montreal December 2006 - February 2009
Skills
Equities, Equity Trading, Capital Markets, Corporate Finance
Education
University of Ottawa / Université d'Ottawa 2001 — 2005
Bachelor of Commerce, Business/Commerce, General
NEOMA Business School 2003 — 2004
Bachelor of Commerce (B.Com.), International Business
Sir Wilfred Laurier Secondary School
Larry Riggin Larry Riggin's MGI Securities Experience November 2003 - Present
Job Senior Vice President, Branch Manager, Investment Advisor at Industrial Alliance Securities
Industry Capital Markets
Experience
MGI Securities November 2003 - Present
MGI Securities October 2003 - Present
Investment Dealers Association London 2002 - 2004
CIBC Wood Gundy January 1990 - November 2003
Skills
Wealth Management, Mutual Funds, Securities, Equities, Investment Advisory, Capital Markets, Asset Managment, Portfolio Management, Investment Strategies, Strategic Financial..., Financial Services, Risk Management, Retirement Planning, Derivatives, ETFs, Venture Capital, Mergers, Valuation, Financial Modeling
Education
University of Alberta 1977 — 1980
BSc, Science
The University of Western Ontario 1974 — 1977
BSc., Science, Part time Studies
MGI Securities November 2003 - Present
MGI Securities October 2003 - Present
Investment Dealers Association London 2002 - 2004
CIBC Wood Gundy January 1990 - November 2003
Skills
Wealth Management, Mutual Funds, Securities, Equities, Investment Advisory, Capital Markets, Asset Managment, Portfolio Management, Investment Strategies, Strategic Financial..., Financial Services, Risk Management, Retirement Planning, Derivatives, ETFs, Venture Capital, Mergers, Valuation, Financial Modeling
Education
University of Alberta 1977 — 1980
BSc, Science
The University of Western Ontario 1974 — 1977
BSc., Science, Part time Studies
Paul Bernard, MBA Paul Bernard, MBA's MGI Securities Experience November 2011 - November 2013
Job VicePresident, Investment Banking at Jones, Gable & Company
Industry Capital Markets
Experience
Jones, Gable & Company December 2014 - Present
Mackie Research Capital November 2013 - December 2014
MGI Securities November 2011 - November 2013
Industrial Alliance Securities October 2005 - January 2011
Canaccord Genuity Inc. September 1998 - June 2005
Skills
Capital Markets, Investment Banking, Investments, Equities, Equity Research, Equity Valuation, Valuation, Financial Modeling, Portfolio Management, Securities, Derivatives, Mutual Funds
Education
Concordia University
Master of Business Administration (M.B.A.)
Concordia University
Bachelor of Arts (BA), Economics and Quantitative Economics
Jones, Gable & Company December 2014 - Present
Mackie Research Capital November 2013 - December 2014
MGI Securities November 2011 - November 2013
Industrial Alliance Securities October 2005 - January 2011
Canaccord Genuity Inc. September 1998 - June 2005
Skills
Capital Markets, Investment Banking, Investments, Equities, Equity Research, Equity Valuation, Valuation, Financial Modeling, Portfolio Management, Securities, Derivatives, Mutual Funds
Education
Concordia University
Master of Business Administration (M.B.A.)
Concordia University
Bachelor of Arts (BA), Economics and Quantitative Economics
Lewis Reford Lewis Reford's MGI Securities Experience 2006 - 2007
Job Partner at Solar Ship Inc.
Industry Renewables & Environment
Experience
Solar Ship Inc. August 2014 - Present
Reservoir Capital Corp. January 2011 - Present
Asola Solarpower Canada Inc. January 2011 - Present
Caldera Geothermal 2009 - Present
Gazit America July 2009 - July 2012
Schneider Power Inc. August 2009 - January 2011
MGI Securities 2006 - 2007
Conservative Party of Canada 2005 - 2006
JPMorgan 1998 - 2005
Skills
Renewable Energy, Cleantech, Solar Energy, Wind, Energy, Strategic Planning, Mergers, Project Finance, Business Strategy, Venture Capital, Investment Banking, Corporate Development, Capital Markets, Financial Modeling, Investments
Education
Colorado School of Mines 1978 — 1981
BSc, Geophysical Engineering
University of Cambridge
Doctoral research, Geological and Earth Sciences/Geosciences
Solar Ship Inc. August 2014 - Present
Reservoir Capital Corp. January 2011 - Present
Asola Solarpower Canada Inc. January 2011 - Present
Caldera Geothermal 2009 - Present
Gazit America July 2009 - July 2012
Schneider Power Inc. August 2009 - January 2011
MGI Securities 2006 - 2007
Conservative Party of Canada 2005 - 2006
JPMorgan 1998 - 2005
Skills
Renewable Energy, Cleantech, Solar Energy, Wind, Energy, Strategic Planning, Mergers, Project Finance, Business Strategy, Venture Capital, Investment Banking, Corporate Development, Capital Markets, Financial Modeling, Investments
Education
Colorado School of Mines 1978 — 1981
BSc, Geophysical Engineering
University of Cambridge
Doctoral research, Geological and Earth Sciences/Geosciences
John O'Hea John O'Hea's MGI Securities Experience June 2011 - Present
Job Equity Trader at MGI Securities
Industry Capital Markets
Experience
MGI Securities June 2011 - Present
MGI Securities August 2010 - June 2011
Digital Business Systems - Xerox Canada November 2007 - November 2008
Moulding and Millwork 2003 - 2004
Skills
Equities, Capital Markets, Relationship Management, Account Management, Report Writing, Financial Analysis
Education
Dalhousie University 1997 — 2002
Bachelor of Arts (B.A.), English Literature
Canadian Securities Institute
Traders Training Course
Canadian Securities Institute
Derivatives and Options Licensing
Canadian Securities Institute
Canadian Securities Course
MGI Securities June 2011 - Present
MGI Securities August 2010 - June 2011
Digital Business Systems - Xerox Canada November 2007 - November 2008
Moulding and Millwork 2003 - 2004
Skills
Equities, Capital Markets, Relationship Management, Account Management, Report Writing, Financial Analysis
Education
Dalhousie University 1997 — 2002
Bachelor of Arts (B.A.), English Literature
Canadian Securities Institute
Traders Training Course
Canadian Securities Institute
Derivatives and Options Licensing
Canadian Securities Institute
Canadian Securities Course
Cameron Mochrie Cameron Mochrie's MGI Securities Experience 2008 - 2009
Job Aspiring developer
Industry Computer Software
Experience
Goodwood Inc. December 2014 - May 2015
Teraz Holdings February 2014 - November 2014
Pollitt & Co. Inc. October 2010 - January 2014
SFB Fitness (Personal training services) September 2009 - October 2010
MGI Securities 2008 - 2009
Resolute Funds Limited July 2008 - September 2008
Skills
Equity Research, Equities, Capital Markets, Bloomberg, Equity Valuation, Investments, Alternative Investments, Hedge Funds, Derivatives, Investment Banking, Equity Trading, Securities, Options, Fixed Income, Investment Strategies, SQL, SQLAlchemy, Python, Flask, R, PostgreSQL, Bootstrap, Apache
Education
Udacity 2015 — 2015
Amherst College 2003 — 2008
BA, Physics
Goodwood Inc. December 2014 - May 2015
Teraz Holdings February 2014 - November 2014
Pollitt & Co. Inc. October 2010 - January 2014
SFB Fitness (Personal training services) September 2009 - October 2010
MGI Securities 2008 - 2009
Resolute Funds Limited July 2008 - September 2008
Skills
Equity Research, Equities, Capital Markets, Bloomberg, Equity Valuation, Investments, Alternative Investments, Hedge Funds, Derivatives, Investment Banking, Equity Trading, Securities, Options, Fixed Income, Investment Strategies, SQL, SQLAlchemy, Python, Flask, R, PostgreSQL, Bootstrap, Apache
Education
Udacity 2015 — 2015
Amherst College 2003 — 2008
BA, Physics
David Connacher's MGI Securities Experience June 2004 - June 2006
Job Investor Development at DBC Partners
Industry Financial Services
Experience
DBC Partners January 2009 - Present
Evergreen Partners November 2007 - November 2008
Clarus Securities Inc. June 2006 - October 2007
MGI Securities June 2004 - June 2006
National Bank Financial June 2002 - June 2004
Skills
Sales, Leadership, Training, Process Improvement, Management, Research, International Business..., Business Development, Mentoring, Long-term Customer..., Equity Trading, Equity Capital Markets
Education
Carleton University 1982 — 1984
Bachelor's degree, Political Science and Business
Crescent School 1973 — 1982
High School
DBC Partners January 2009 - Present
Evergreen Partners November 2007 - November 2008
Clarus Securities Inc. June 2006 - October 2007
MGI Securities June 2004 - June 2006
National Bank Financial June 2002 - June 2004
Skills
Sales, Leadership, Training, Process Improvement, Management, Research, International Business..., Business Development, Mentoring, Long-term Customer..., Equity Trading, Equity Capital Markets
Education
Carleton University 1982 — 1984
Bachelor's degree, Political Science and Business
Crescent School 1973 — 1982
High School
Lang Wong Lang Wong's MGI Securities Experience June 2006 - March 2014
Job Investment Advisor at IA Securities
Industry Capital Markets
Experience
IA Securities April 2014 - Present
MGI Securities June 2006 - March 2014
CIBC Wood Gundy 1998 - 2006
BMO Nesbitt Burns 1997 - 1998
Skills
Wealth Management, Sales Management, Portfolio Management, Investment Advisory, Mutual Funds, Investment Strategies, Investments, Financial Planning, Equities, Securities, Financial Services, Asset Management
Education
University of Manitoba 1981 — 1986
Bachelor of Commerce (B.Com.), Marketing
IA Securities April 2014 - Present
MGI Securities June 2006 - March 2014
CIBC Wood Gundy 1998 - 2006
BMO Nesbitt Burns 1997 - 1998
Skills
Wealth Management, Sales Management, Portfolio Management, Investment Advisory, Mutual Funds, Investment Strategies, Investments, Financial Planning, Equities, Securities, Financial Services, Asset Management
Education
University of Manitoba 1981 — 1986
Bachelor of Commerce (B.Com.), Marketing
Justin K. Smith's MGI Securities Experience September 2012 - September 2012
Job Juris Doctor Candidate University of Windsor and University of Detroit Mercy (Dual JD)
Industry Law Practice
Experience
Stikeman Elliott LLP October 2012 - August 2014
MGI Securities September 2012 - September 2012
Jovian Capital Corporation August 2012 - September 2012
Nu Image Lawn Care Services Inc. May 2009 - November 2011
Skills
Corporate Law, Class Actions, Competition Law, Commercial Litigation, Time Management, Customer Service, Legal Writing, Management, Microsoft Office, Litigation, Legal Research, Mac OS X
Education
University of Detroit Mercy School of Law 2014 — 2017
Juris Doctor (J.D.), Dual J.D.
University of Windsor 2014 — 2017
Juris Doctor (J.D.), Dual JD
Seneca College of Applied Arts and Technology 2011 — 2012
Law Clerk Accelerated (Diploma) Program, High Honours (4.0)
The University of Western Ontario 2007 — 2011
Bachelor's Degree, Criminology and Sociology, Double Major
Pickering CollegeNewmarket 1999 — 2007
OSSD, Ontario Scholar
Stikeman Elliott LLP October 2012 - August 2014
MGI Securities September 2012 - September 2012
Jovian Capital Corporation August 2012 - September 2012
Nu Image Lawn Care Services Inc. May 2009 - November 2011
Skills
Corporate Law, Class Actions, Competition Law, Commercial Litigation, Time Management, Customer Service, Legal Writing, Management, Microsoft Office, Litigation, Legal Research, Mac OS X
Education
University of Detroit Mercy School of Law 2014 — 2017
Juris Doctor (J.D.), Dual J.D.
University of Windsor 2014 — 2017
Juris Doctor (J.D.), Dual JD
Seneca College of Applied Arts and Technology 2011 — 2012
Law Clerk Accelerated (Diploma) Program, High Honours (4.0)
The University of Western Ontario 2007 — 2011
Bachelor's Degree, Criminology and Sociology, Double Major
Pickering CollegeNewmarket 1999 — 2007
OSSD, Ontario Scholar
Pawan Sandhu's MGI Securities Experience March 2010 - November 2010
Job Client Insights Analyst at AppNexus
Industry Internet
Experience
Condé Nast March 2015 - Present
AppNexus 2013 - March 2015
AppNexus April 2013 - October 2013
GMP Securities LLC April 2012 - April 2013
GMP Securities November 2010 - April 2012
MGI Securities March 2010 - November 2010
Skills
Python, SQL, Hadoop, Hive, Apache Pig, PHP, HTML, CSS, JavaScript, WordPress, jQuery, C++, Matlab, Django
Education
University of Toronto 2008 — 2010
PhD (early withdrawal), High Energy Physics
McMaster University 2006 — 2008
M.A.Sc, Engineering Physics
Simon Fraser University
BSc (Honours), Applied Physics
Condé Nast March 2015 - Present
AppNexus 2013 - March 2015
AppNexus April 2013 - October 2013
GMP Securities LLC April 2012 - April 2013
GMP Securities November 2010 - April 2012
MGI Securities March 2010 - November 2010
Skills
Python, SQL, Hadoop, Hive, Apache Pig, PHP, HTML, CSS, JavaScript, WordPress, jQuery, C++, Matlab, Django
Education
University of Toronto 2008 — 2010
PhD (early withdrawal), High Energy Physics
McMaster University 2006 — 2008
M.A.Sc, Engineering Physics
Simon Fraser University
BSc (Honours), Applied Physics
Rahim Kassim-Lakha's MGI Securities Experience 2004 - 2006
Job Managing Director, Co Head of Institutional Sales at Salman Partners Inc.
Industry Financial Services
Experience
Salman Partners Inc. 2015 - Present
Desjardins 2012 - 2015
Blackmont Capital 2009 - 2012
National Bank of Canada 2006 - 2009
MGI Securities 2004 - 2006
GMP Securities 2002 - 2004
U.S. Global Investors 1996 - 2002
Fidelity Capital Markets 1995 - 1996
Skills
Equities, Capital Markets, Portfolio Management, Mutual Funds, Financial Modeling, Alternative Investments, Business Planning, Investments, Private Placements, Private Equity, Equity Research, Valuation, Investment Banking, Finance, Hedge Funds, Acquisitions, Funding, Asset Management, Bloomberg, Corporate Finance, Venture Capital, Fixed Income, Financial Analysis, Trading, Due Diligence, Securities, Investment Strategies, Mergers & Acquisitions, Financial Markets
Education
Brown University
Dual Concentration: Business Economics & Organizational Behaviour Mgt.
Boston University
Business
Middlesex School
Salman Partners Inc. 2015 - Present
Desjardins 2012 - 2015
Blackmont Capital 2009 - 2012
National Bank of Canada 2006 - 2009
MGI Securities 2004 - 2006
GMP Securities 2002 - 2004
U.S. Global Investors 1996 - 2002
Fidelity Capital Markets 1995 - 1996
Skills
Equities, Capital Markets, Portfolio Management, Mutual Funds, Financial Modeling, Alternative Investments, Business Planning, Investments, Private Placements, Private Equity, Equity Research, Valuation, Investment Banking, Finance, Hedge Funds, Acquisitions, Funding, Asset Management, Bloomberg, Corporate Finance, Venture Capital, Fixed Income, Financial Analysis, Trading, Due Diligence, Securities, Investment Strategies, Mergers & Acquisitions, Financial Markets
Education
Brown University
Dual Concentration: Business Economics & Organizational Behaviour Mgt.
Boston University
Business
Middlesex School
Scott Norris's MGI Securities Experience February 2005 - April 2014
Job Chief Compliance Officer Capital Markets at Industrial Alliance Securities
Industry Financial Services
Experience
Industrial Alliance Securities April 2014 - Present
MGI Securities February 2005 - April 2014
McFarlane Gordon Inc 2002 - February 2005
Standard Securities 1994 - December 2002
Skills
Capital Markets, Investments, Securities Regulation, Securities, Equities, Fixed Income, Mutual Funds, Equity Trading, AML, Risk Management, Asset Management, Financial Services, Wealth Management, Portfolio Management, Hedge Funds
Education
Western University 1990 — 1993
BA, Phychology/Business
Georgian College 1988 — 1990
Associate's Degree, Business Marketing
Industrial Alliance Securities April 2014 - Present
MGI Securities February 2005 - April 2014
McFarlane Gordon Inc 2002 - February 2005
Standard Securities 1994 - December 2002
Skills
Capital Markets, Investments, Securities Regulation, Securities, Equities, Fixed Income, Mutual Funds, Equity Trading, AML, Risk Management, Asset Management, Financial Services, Wealth Management, Portfolio Management, Hedge Funds
Education
Western University 1990 — 1993
BA, Phychology/Business
Georgian College 1988 — 1990
Associate's Degree, Business Marketing
Ruth Ann Companion's MGI Securities Experience July 2006 - Present
Job Director Compliance at Industrial Alliance Seurtieis Inc.
Industry Capital Markets
Experience
Industrial Alliance Seurtieis Inc. April 2014 - Present
MGI Securities July 2006 - Present
Scotia Capital December 1999 - June 2006
Hampton Securities May 1998 - October 1999
Thompson Kernaghan November 1996 - May 1998
Gordon Capital August 1991 - November 1996
Skills
Compliance, Securities, Investments, AML, Due Diligence, Privacy
Education
Fanshawe College
Industrial Alliance Seurtieis Inc. April 2014 - Present
MGI Securities July 2006 - Present
Scotia Capital December 1999 - June 2006
Hampton Securities May 1998 - October 1999
Thompson Kernaghan November 1996 - May 1998
Gordon Capital August 1991 - November 1996
Skills
Compliance, Securities, Investments, AML, Due Diligence, Privacy
Education
Fanshawe College
James Hull, CFA's MGI Securities Experience July 2006 - May 2008
Job Director at Markit
Industry Financial Services
Experience
Markit October 2010 - Present
MSMB Capital November 2009 - September 2010
Royal Bank of Canada May 2008 - November 2009
MGI Securities July 2006 - May 2008
Skills
Account Management, Relationship Management, Sales, Venture Capital, Investments, Hedge Funds, Equities, Trading, Portfolio Management, Capital Markets, Financial Risk, Valuation, Financial Analysis, Fixed Income, Banking, Derivatives, Strategic Communications
Education
Chartered Financial Analyst (CFA) Association 2007 — 2010
CFA
McGill University 2002 — 2006
Bachelor of Commerce, Finance
Upper Canada College 1997 — 2002
Markit October 2010 - Present
MSMB Capital November 2009 - September 2010
Royal Bank of Canada May 2008 - November 2009
MGI Securities July 2006 - May 2008
Skills
Account Management, Relationship Management, Sales, Venture Capital, Investments, Hedge Funds, Equities, Trading, Portfolio Management, Capital Markets, Financial Risk, Valuation, Financial Analysis, Fixed Income, Banking, Derivatives, Strategic Communications
Education
Chartered Financial Analyst (CFA) Association 2007 — 2010
CFA
McGill University 2002 — 2006
Bachelor of Commerce, Finance
Upper Canada College 1997 — 2002
Susanne Macneall's MGI Securities Experience August 2001 - 2003
Job Executive Assistant, Investment Banking, Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. 2014 - 2014
Macquarie Capital Partners June 2013 - August 2013
NCP Northland Capital Partners Inc. July 2011 - December 2012
Wellington West Capital Markets November 2010 - July 2011
Loewen Ondaatje McCutcheon September 2008 - November 2010
Dundee Corporation April 2008 - September 2008
MGI Securities Inc. 2003 - April 2008
MGI Securities August 2001 - 2003
Canaccord Capital October 1999 - August 2001
Fedorsen, Shoniker; Barristers & Solicitors May 1987 - November 1998
Skills
Syndications, Capital Markets, Investment Banking, Private Placements, M&A experience, Office Management, Organization, Executive..., Equity Capital Markets, Business Valuation, Funding, DCF
Education
Centennial College
Diploma, Legal Administration
Dunbarton High
Diploma, Business and Commerce
Raymond James Ltd. 2014 - 2014
Macquarie Capital Partners June 2013 - August 2013
NCP Northland Capital Partners Inc. July 2011 - December 2012
Wellington West Capital Markets November 2010 - July 2011
Loewen Ondaatje McCutcheon September 2008 - November 2010
Dundee Corporation April 2008 - September 2008
MGI Securities Inc. 2003 - April 2008
MGI Securities August 2001 - 2003
Canaccord Capital October 1999 - August 2001
Fedorsen, Shoniker; Barristers & Solicitors May 1987 - November 1998
Skills
Syndications, Capital Markets, Investment Banking, Private Placements, M&A experience, Office Management, Organization, Executive..., Equity Capital Markets, Business Valuation, Funding, DCF
Education
Centennial College
Diploma, Legal Administration
Dunbarton High
Diploma, Business and Commerce
Ross Oldcorn's MGI Securities Experience November 2009 - November 2010
Job Investment Banking Associate at MGI Securities
Industry Capital Markets
Experience
Industrial Alliance Securities May 2013 - Present
Mackie Research Capital Corp. November 2010 - March 2013
MGI Securities November 2009 - November 2010
Axiom International Investors June 2008 - August 2009
Axiom International Investors March 2007 - June 2008
Worldwide Wealth Management August 2006 - February 2007
WR Captial Management September 2005 - April 2006
Education
Manhattanville College 2002 — 2006
Finance
Industrial Alliance Securities May 2013 - Present
Mackie Research Capital Corp. November 2010 - March 2013
MGI Securities November 2009 - November 2010
Axiom International Investors June 2008 - August 2009
Axiom International Investors March 2007 - June 2008
Worldwide Wealth Management August 2006 - February 2007
WR Captial Management September 2005 - April 2006
Education
Manhattanville College 2002 — 2006
Finance
Yvonne Nevala's MGI Securities Experience February 2006 - June 2008
Job Institutional Equity Trader at Laurentian Bank Securities
Industry Financial Services
Experience
Laurentian Bank Securities November 2013 - Present
Fraser Mackenzie July 2008 - April 2013
MGI Securities February 2006 - June 2008
Octagon Capital January 1997 - February 2006
Skills
Equity Trading, Securities, Capital Markets, Compliance, Investments, Bloomberg, Portfolio Management, Fixed Income, Hedge Funds, Mutual Funds, ETFs, Derivatives, Options, Bonds, Equity Research, Human Resources, HVAC Controls, Weather Forecasting, Omgeo Oasys
Education
Laurentian University/Université Laurentienne 1985 — 1988
Bachelor's degree, Psychology and Political Science
Laurentian Bank Securities November 2013 - Present
Fraser Mackenzie July 2008 - April 2013
MGI Securities February 2006 - June 2008
Octagon Capital January 1997 - February 2006
Skills
Equity Trading, Securities, Capital Markets, Compliance, Investments, Bloomberg, Portfolio Management, Fixed Income, Hedge Funds, Mutual Funds, ETFs, Derivatives, Options, Bonds, Equity Research, Human Resources, HVAC Controls, Weather Forecasting, Omgeo Oasys
Education
Laurentian University/Université Laurentienne 1985 — 1988
Bachelor's degree, Psychology and Political Science
Dennis Fong's MGI Securities Experience May 2005 - March 2007
Job Vice President, Investor Relations at Avigilon
Industry Retail
Experience
Avigilon January 2015 - Present
Loblaw Companies Limited September 2013 - January 2015
Cygnus Connect Corp. 2010 - March 2013
Macquarie Bank December 2007 - December 2008
Orion Securities March 2007 - December 2007
MGI Securities May 2005 - March 2007
Versant Partners April 2004 - May 2005
GMP Securities January 2001 - March 2004
IBM Canada Ltd. February 1998 - January 2000
Skills
Venture Capital, Equity Research, Investor Relations, Capital Markets, Financial Modeling, Valuation, Investment Banking, Equity Valuation, Equities, Corporate Finance, Bloomberg, Investments, Derivatives, Securities, Financial Analysis, Programming, Business Strategy, Business Development
Education
York University - Schulich School of Business 2000 — 2003
MBA, Finance
The University of British Columbia 1994 — 1998
B.Sc., Mathematical Science
Avigilon January 2015 - Present
Loblaw Companies Limited September 2013 - January 2015
Cygnus Connect Corp. 2010 - March 2013
Macquarie Bank December 2007 - December 2008
Orion Securities March 2007 - December 2007
MGI Securities May 2005 - March 2007
Versant Partners April 2004 - May 2005
GMP Securities January 2001 - March 2004
IBM Canada Ltd. February 1998 - January 2000
Skills
Venture Capital, Equity Research, Investor Relations, Capital Markets, Financial Modeling, Valuation, Investment Banking, Equity Valuation, Equities, Corporate Finance, Bloomberg, Investments, Derivatives, Securities, Financial Analysis, Programming, Business Strategy, Business Development
Education
York University - Schulich School of Business 2000 — 2003
MBA, Finance
The University of British Columbia 1994 — 1998
B.Sc., Mathematical Science
Bernhard P Plett's MGI Securities Experience 2003 - May 2014
Job Vice President at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy 2015 - Present
CIBC Wood Gundy May 2014 - Present
MGI Securities 2003 - May 2014
August Insurance Agency Ltd. 1984 - 2013
Scotia McLeod 1994 - 2003
August Financial 1983 - 1994
Volleyball Manitoba 1978 - 1982
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investments, Securities, Strategic Financial..., Asset Allocation, Equities, Portfolio Management, Retirement, Wealth, Estate Planning, Financial Services
Education
University of Manitoba 1972 — 1976
Batchelor of Physical Eductaon, Sport & Recreation management
CIBC Wood Gundy 2015 - Present
CIBC Wood Gundy May 2014 - Present
MGI Securities 2003 - May 2014
August Insurance Agency Ltd. 1984 - 2013
Scotia McLeod 1994 - 2003
August Financial 1983 - 1994
Volleyball Manitoba 1978 - 1982
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investments, Securities, Strategic Financial..., Asset Allocation, Equities, Portfolio Management, Retirement, Wealth, Estate Planning, Financial Services
Education
University of Manitoba 1972 — 1976
Batchelor of Physical Eductaon, Sport & Recreation management
bob christopherson's MGI Securities Experience May 2002 - Present
Job
Industry Investment Management
Experience
MGI Securities May 2002 - Present
CIBC Wood Gundy 1979 - 1994
Skills
Investments, Capital Markets, Equities, Financial Analysis, Portfolio Management, Negotiation, Investment Banking, Risk Management, Securities, Trading, Mutual Funds, Valuation, Asset Management, Equity Research, Financial Modeling
Education
queens university,kingston ontario 1977 — 1978
masters degree, public admin
Laurentian University/Université Laurentienne 1973 — 1977
B.A. HON, Political Economy
MGI Securities May 2002 - Present
CIBC Wood Gundy 1979 - 1994
Skills
Investments, Capital Markets, Equities, Financial Analysis, Portfolio Management, Negotiation, Investment Banking, Risk Management, Securities, Trading, Mutual Funds, Valuation, Asset Management, Equity Research, Financial Modeling
Education
queens university,kingston ontario 1977 — 1978
masters degree, public admin
Laurentian University/Université Laurentienne 1973 — 1977
B.A. HON, Political Economy
balbir Deol's MGI Securities Experience March 2003 - September 2008
Job x trader
Industry Capital Markets
Experience
MGI Securities March 2003 - September 2008
Union Securities September 1998 - January 2000
dominick&dominick securities September 1986 - February 1988
Education
Sheridan College 1993 — 1995
business administration, accounting
MGI Securities March 2003 - September 2008
Union Securities September 1998 - January 2000
dominick&dominick securities September 1986 - February 1988
Education
Sheridan College 1993 — 1995
business administration, accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY