Midland Walwyn
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Midland Walwyn Employees
Employee
Years
Job
Industry
Jay Warrener Jay Warrener's Midland Walwyn Experience October 1994 - November 1997
Job Senior Investment Advisor at National Bank Financial Wealth Management
Industry Investment Management
Experience
National Bank Financial Wealth Management July 2003 - Present
TD Waterhouse Private Investment Advice December 1997 - June 2003
Midland Walwyn October 1994 - November 1997
The Wurlitzer Company November 1978 - August 1990
Performance Sail Craft Inc May 1972 - April 1977
Skills
Wealth Management, Investment Management, High Net Worth..., Mutual Funds, Stocks, Strategic Financial..., GIC, RESP, RRSP, TFSA, Tax-advantaged..., Insurance, Corporate Trust, Family Trust, Tax Planning, RRIF, Estate Planning, Bonds, Investment Strategies, Investment Advisory, Financial Planners, ETFs, Investments, Retirement Planning, Asset Allocation, Securities, Wealth, Wealth Management..., Financial Advisory, Equities, Retirement, Alternative Investments, Fixed Income, Options, Separately Managed..., Portfolio Management, Asset Management, Financial Services, Hedge Funds, Pensions
Education
Concordia University 1968 — 1972
BA, English
Beaconsfield High School 1964 — 1968
Senior Matriculation
National Bank Financial Wealth Management July 2003 - Present
TD Waterhouse Private Investment Advice December 1997 - June 2003
Midland Walwyn October 1994 - November 1997
The Wurlitzer Company November 1978 - August 1990
Performance Sail Craft Inc May 1972 - April 1977
Skills
Wealth Management, Investment Management, High Net Worth..., Mutual Funds, Stocks, Strategic Financial..., GIC, RESP, RRSP, TFSA, Tax-advantaged..., Insurance, Corporate Trust, Family Trust, Tax Planning, RRIF, Estate Planning, Bonds, Investment Strategies, Investment Advisory, Financial Planners, ETFs, Investments, Retirement Planning, Asset Allocation, Securities, Wealth, Wealth Management..., Financial Advisory, Equities, Retirement, Alternative Investments, Fixed Income, Options, Separately Managed..., Portfolio Management, Asset Management, Financial Services, Hedge Funds, Pensions
Education
Concordia University 1968 — 1972
BA, English
Beaconsfield High School 1964 — 1968
Senior Matriculation
Don Graham Don Graham's Midland Walwyn Experience April 1984 - January 1995
Job Principal Delsey Financial
Industry Financial Services
Experience
Delsey Financial July 2012 - Present
Sequoia Partners Inc. June 2010 - January 2012
Copper Mountain Mining March 2007 - June 2010
Cardiome Pharma April 2003 - August 2006
CIBC Wood Gundy January 1995 - March 2000
Midland Walwyn April 1984 - January 1995
Western Scientific Services Ltd. November 1976 - March 1984
Skills
Mergers, Start-ups, Financial Services, Venture Capital, Investment Banking, Investments, Investor Relations, Equities, Capital Markets, Finance, Mergers & Acquisitions, Securities, Private Equity, Real Estate, Strategic Financial..., Alternative Investments, Valuation, Portfolio Management, Corporate Development, Corporate Finance, IPO, Due Diligence, Private Placements, Asset Management, Financial Markets, Derivatives, Asset Managment, Fixed Income, Trading, Emerging Markets
Education
Simon Fraser University
Bachelor of Arts
Delsey Financial July 2012 - Present
Sequoia Partners Inc. June 2010 - January 2012
Copper Mountain Mining March 2007 - June 2010
Cardiome Pharma April 2003 - August 2006
CIBC Wood Gundy January 1995 - March 2000
Midland Walwyn April 1984 - January 1995
Western Scientific Services Ltd. November 1976 - March 1984
Skills
Mergers, Start-ups, Financial Services, Venture Capital, Investment Banking, Investments, Investor Relations, Equities, Capital Markets, Finance, Mergers & Acquisitions, Securities, Private Equity, Real Estate, Strategic Financial..., Alternative Investments, Valuation, Portfolio Management, Corporate Development, Corporate Finance, IPO, Due Diligence, Private Placements, Asset Management, Financial Markets, Derivatives, Asset Managment, Fixed Income, Trading, Emerging Markets
Education
Simon Fraser University
Bachelor of Arts
Paula O'Brien, CPA, CA, FCSI®, CIM®, EPC Paula O'Brien, CPA, CA, FCSI®, CIM®, EPC's Midland Walwyn Experience 1998 - 1999
Job Director, Wealth Management, Richardson GMP Limited, Focused on Tax Efficient Retirement Income & Wealth Transfer
Industry Financial Services
Experience
Richardson GMP Limited December 2006 - Present
CIBC Wood Gundy 2002 - 2006
Merrill Lynch 2000 - 2002
Midland Walwyn 1998 - 1999
Deloitte Canada 1990 - 1997
Touche Ross 1987 - 1989
Skills
Wealth Management, ETFs, Investment Strategies, Investment Advisory, Investments, Tax, High Net Worth..., Estate Planning, Asset Allocation, Mutual Funds, Financial Services, Tax Efficient Income..., Investor Education, Estate and Legacy..., Retirement Planning, Entrepreneurial..., Life Insurance, Critical Illness..., Long Term Care Insurance, Group Benefits Plans, Wealth, Securities, Investment Management, Wealth Management..., Insurance, Financial Advisory, Finance, Portfolio Management, Strategic Financial..., Equities, Critical Illness, Investment Education, Asset Management, Alternative Investments, Retirement, Financial Planners, Hedge Funds, Options, Wealth Accumulation, Fixed Income, Bonds, Trading, Financial Markets, Derivatives, Risk Management, Capital Markets, Private Equity, Series 7, Financial Modeling, Relationship Management
Education
Carleton University 1983 — 1986
Bachelor of Commerce (BCom), Honors, Finance and Accounting
Cornwall Collegiate & Vocational School (CCVS) 1979 — 1983
Richardson GMP Limited December 2006 - Present
CIBC Wood Gundy 2002 - 2006
Merrill Lynch 2000 - 2002
Midland Walwyn 1998 - 1999
Deloitte Canada 1990 - 1997
Touche Ross 1987 - 1989
Skills
Wealth Management, ETFs, Investment Strategies, Investment Advisory, Investments, Tax, High Net Worth..., Estate Planning, Asset Allocation, Mutual Funds, Financial Services, Tax Efficient Income..., Investor Education, Estate and Legacy..., Retirement Planning, Entrepreneurial..., Life Insurance, Critical Illness..., Long Term Care Insurance, Group Benefits Plans, Wealth, Securities, Investment Management, Wealth Management..., Insurance, Financial Advisory, Finance, Portfolio Management, Strategic Financial..., Equities, Critical Illness, Investment Education, Asset Management, Alternative Investments, Retirement, Financial Planners, Hedge Funds, Options, Wealth Accumulation, Fixed Income, Bonds, Trading, Financial Markets, Derivatives, Risk Management, Capital Markets, Private Equity, Series 7, Financial Modeling, Relationship Management
Education
Carleton University 1983 — 1986
Bachelor of Commerce (BCom), Honors, Finance and Accounting
Cornwall Collegiate & Vocational School (CCVS) 1979 — 1983
Blake Dalton Blake Dalton's Midland Walwyn Experience 1997 - 1998
Job Director, Wealth Management, Investment Advisor at Richardson GMP
Industry Financial Services
Experience
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
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
Venetia Baudin Venetia Baudin's Midland Walwyn Experience November 1993 - December 1997
Job
Industry Investment Management
Experience
RBC Dominion Securities 1998 - Present
Midland Walwyn November 1993 - December 1997
CIBC Wood Gundy October 1991 - October 1993
Skills
Portfolio Management, Wealth Management, Investments, Investment Advisory, Investment Strategies, Investment Management, Mutual Funds, Asset Allocation, Wealth, Alternative Investments, Bonds, Securities, Financial Advisory, Retirement Planning, Financial Planners, Retirement, Estate Planning, Asset Management, Financial Planning
Education
University of Alberta 1980 — 1983
Bachelor of Arts (B.A.), English Language and Literature, General
RBC Dominion Securities 1998 - Present
Midland Walwyn November 1993 - December 1997
CIBC Wood Gundy October 1991 - October 1993
Skills
Portfolio Management, Wealth Management, Investments, Investment Advisory, Investment Strategies, Investment Management, Mutual Funds, Asset Allocation, Wealth, Alternative Investments, Bonds, Securities, Financial Advisory, Retirement Planning, Financial Planners, Retirement, Estate Planning, Asset Management, Financial Planning
Education
University of Alberta 1980 — 1983
Bachelor of Arts (B.A.), English Language and Literature, General
Julie Bredin Julie Bredin's Midland Walwyn Experience 1995 - 1996
Job Managing Partner at Market Logics
Industry Management Consulting
Experience
Market Logics January 2007 - Present
Jigsaw Planning Inc. January 2001 - December 2006
TD Private Client Group June 1999 - June 2001
TD Evergreen June 1998 - June 1999
C.M. Oliver 1996 - 1998
Midland Walwyn 1995 - 1996
Midland Walwyn 1991 - 1995
Skills
Marketing Communications, Brand Development, Business Planning, Research, Market Research, Strategic Planning, Marketing Strategy, Management Consulting, Wealth Management, Business Strategy, Online Marketing, Integrated Marketing, Strategic Communications, Entrepreneurship, Retail, Brand Management, Corporate Communications, Management, Strategy, New Business Development, Strategic Partnerships, Marketing, Business Development, Start-ups, Coaching, Financial Services
Education
Western University 1988 — 1990
BA, Economics
Huron University College
BA, Economics
Market Logics January 2007 - Present
Jigsaw Planning Inc. January 2001 - December 2006
TD Private Client Group June 1999 - June 2001
TD Evergreen June 1998 - June 1999
C.M. Oliver 1996 - 1998
Midland Walwyn 1995 - 1996
Midland Walwyn 1991 - 1995
Skills
Marketing Communications, Brand Development, Business Planning, Research, Market Research, Strategic Planning, Marketing Strategy, Management Consulting, Wealth Management, Business Strategy, Online Marketing, Integrated Marketing, Strategic Communications, Entrepreneurship, Retail, Brand Management, Corporate Communications, Management, Strategy, New Business Development, Strategic Partnerships, Marketing, Business Development, Start-ups, Coaching, Financial Services
Education
Western University 1988 — 1990
BA, Economics
Huron University College
BA, Economics
Glenn Doody Glenn Doody's Midland Walwyn Experience 1992 - 1998
Job Vice President, S&P Dow Jones Indices
Industry Financial Services
Experience
Standard & Poor's Vice President, S&PThe McGraw Hill Companies1998 - Present
Midland Walwyn 1992 - 1998
Midland Walwyn Capital Inc. 1992 - 1998
Toronto Stock Exchange 1990 - 1992
Education
Memorial University of Newfoundland 1986 — 1990
Labrador City Collegiate 1980 — 1986
High School
Standard & Poor's Vice President, S&PThe McGraw Hill Companies1998 - Present
Midland Walwyn 1992 - 1998
Midland Walwyn Capital Inc. 1992 - 1998
Toronto Stock Exchange 1990 - 1992
Education
Memorial University of Newfoundland 1986 — 1990
Labrador City Collegiate 1980 — 1986
High School
Kelly Roberts's Midland Walwyn Experience January 1998 - June 1999
Job Senior VicePresident/Portfolio Manager, Roberts Nash Advisory Group at National Bank Financial
Industry Financial Services
Experience
National Bank Financial Wealth Management November 2011 - Present
London Health Sciences Foundation 2010 - Present
Wellington West February 2005 - November 2011
CIBC Wood Gundy June 2001 - February 2005
Merrill Lynch July 1999 - June 2001
Midland Walwyn January 1998 - June 1999
Midland Doherty 1994 - 1998
Midland Doherty 1987 - 1994
Midland Doherty 1981 - 1987
Midland Doherty 1979 - 1981
Skills
Wealth Management, Entrepreneurship, Investment Strategies, Investment Advisory, Financial Advisory, Asset Management, Asset Allocation, Wealth, Mutual Funds, Alternative Investments, Bonds, Securities, Asset Managment, Wealth Management..., Retirement Planning, Portfolio Management, Investments
Education
Indiana University Bloomington 1972 — 1975
Bachelor of Science in Business, Finance
Nelson High School
National Bank Financial Wealth Management November 2011 - Present
London Health Sciences Foundation 2010 - Present
Wellington West February 2005 - November 2011
CIBC Wood Gundy June 2001 - February 2005
Merrill Lynch July 1999 - June 2001
Midland Walwyn January 1998 - June 1999
Midland Doherty 1994 - 1998
Midland Doherty 1987 - 1994
Midland Doherty 1981 - 1987
Midland Doherty 1979 - 1981
Skills
Wealth Management, Entrepreneurship, Investment Strategies, Investment Advisory, Financial Advisory, Asset Management, Asset Allocation, Wealth, Mutual Funds, Alternative Investments, Bonds, Securities, Asset Managment, Wealth Management..., Retirement Planning, Portfolio Management, Investments
Education
Indiana University Bloomington 1972 — 1975
Bachelor of Science in Business, Finance
Nelson High School
Nadeem Mehta Nadeem Mehta's Midland Walwyn Experience July 1997 - March 1998
Job Sr. Pega Architect & Team Lead at Accenture (Independent Consultant)
Industry Information Technology and Services
Experience
Accenture December 2011 - Present
Medco August 2010 - November 2011
TD Bank April 2007 - September 2010
TD Waterhouse July 2002 - March 2007
TD Waterhouse March 2000 - June 2002
ADC October 1998 - November 1999
TD Waterhouse April 1998 - September 1998
Midland Walwyn July 1997 - March 1998
Skills
Business Process Design, Data Modeling, UML, Process Modeling, Workshop Facilitation, Pega PRPC, SDLC, SOA, Websphere, Requirements Analysis, Java Enterprise Edition, Weblogic, Oracle, Business Process..., Web Services, Solution Architecture, Business Analysis, Process Improvement, Testing, Systems Analysis, Business Process..., Java
Education
Institute of Business Administration 1990 — 1992
MBA (MIS), Business and MIS
Center for Computer Studies 1984 — 1985
PGD Sys Analysis & Design, IT
Happy Dale School 1969 — 1978
Matric, Primary
Accenture December 2011 - Present
Medco August 2010 - November 2011
TD Bank April 2007 - September 2010
TD Waterhouse July 2002 - March 2007
TD Waterhouse March 2000 - June 2002
ADC October 1998 - November 1999
TD Waterhouse April 1998 - September 1998
Midland Walwyn July 1997 - March 1998
Skills
Business Process Design, Data Modeling, UML, Process Modeling, Workshop Facilitation, Pega PRPC, SDLC, SOA, Websphere, Requirements Analysis, Java Enterprise Edition, Weblogic, Oracle, Business Process..., Web Services, Solution Architecture, Business Analysis, Process Improvement, Testing, Systems Analysis, Business Process..., Java
Education
Institute of Business Administration 1990 — 1992
MBA (MIS), Business and MIS
Center for Computer Studies 1984 — 1985
PGD Sys Analysis & Design, IT
Happy Dale School 1969 — 1978
Matric, Primary
Earl Jessiman Earl Jessiman's Midland Walwyn Experience March 1995 - June 1999
Job Investment Advisor at TD Wealth
Industry Financial Services
Experience
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
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
Joanne Clemens Joanne Clemens's Midland Walwyn Experience June 1992 - February 1996
Job Sales Representative at Sutton Group Premier Realty (2008) Ltd.
Industry Real Estate
Experience
Sutton Group - Premier Realty (2008) Ltd. September 2010 - Present
MD Financial March 1996 - July 2009
Midland Walwyn June 1992 - February 1996
Skills
Real Estate, Financial Services, Selling, Sales, Equities, Asset Management, Mortgage Lending, Fixed Income, Investments, Sellers
Education
Queen's University 1984 — 1988
Honours BA, Math/Economics
Sutton Group - Premier Realty (2008) Ltd. September 2010 - Present
MD Financial March 1996 - July 2009
Midland Walwyn June 1992 - February 1996
Skills
Real Estate, Financial Services, Selling, Sales, Equities, Asset Management, Mortgage Lending, Fixed Income, Investments, Sellers
Education
Queen's University 1984 — 1988
Honours BA, Math/Economics
Mark A Rizzo C.Dir. Mark A Rizzo C.Dir.'s Midland Walwyn Experience December 1992 - December 1998
Job Vice President, Investment Advisor at CIBC Wood Gundy
Industry Investment Management
Experience
CIBC Wood Gundy December 2001 - Present
Ontario Hospital Association November 2013 - Present
The Hamilton Club February 2013 - February 2014
Hamilton Health Sciences June 2011 - June 2013
Merrill Lynch December 1998 - December 2001
Midland Walwyn December 1992 - December 1998
Burns Fry January 1990 - December 1992
Canada Trust May 1985 - December 1989
Skills
Portfolio Management, Securities, Investment Strategies, Risk Management, Strategic Financial..., Investments, Strategic Planning, Corporate Governance, Business Planning, Financial Analysis, Governance, Budgets, Program Management, Banking, Financial Services, Mergers & Acquisitions, Mutual Funds, Investment Banking, Corporate Finance, Asset Management
Education
McMaster University 2006 — 2007
Chartered Director
McMaster University 1983 — 1986
BA
CIBC Wood Gundy December 2001 - Present
Ontario Hospital Association November 2013 - Present
The Hamilton Club February 2013 - February 2014
Hamilton Health Sciences June 2011 - June 2013
Merrill Lynch December 1998 - December 2001
Midland Walwyn December 1992 - December 1998
Burns Fry January 1990 - December 1992
Canada Trust May 1985 - December 1989
Skills
Portfolio Management, Securities, Investment Strategies, Risk Management, Strategic Financial..., Investments, Strategic Planning, Corporate Governance, Business Planning, Financial Analysis, Governance, Budgets, Program Management, Banking, Financial Services, Mergers & Acquisitions, Mutual Funds, Investment Banking, Corporate Finance, Asset Management
Education
McMaster University 2006 — 2007
Chartered Director
McMaster University 1983 — 1986
BA
Mark Kostandoff Mark Kostandoff's Midland Walwyn Experience 1996 - 1998
Job Heritage Homes Owner
Industry Building Materials
Experience
Timberpeg 2008 - Present
Merrill Lynch 1998 - 2001
Midland Walwyn 1996 - 1998
Bank of Monteral 1988 - 1996
Skills
Construction Management, Wood, Sustainable Design, Engineered Wood Products, Mitek, Construction, Kitchen & Bath Design, Custom Homes, Investments, Sales, Cabinetry, Construction Drawings, Space Planning, Building Materials, Contract Negotiation, Steel Detailing, Walls, Residential Homes, Flooring, Builders, Interior Architecture, Residential Design, Green Building, Contractors, Renovation, Architectural Design, Materials, Doors, Framing, Carpentry, Granite, Hardwood, Countertops, Strategic Planning, Furniture, AutoCAD, Interior Design, Millwork, Energy Efficiency, Bathrooms, Kitchen Cabinets, Tiles, Timber, Budgets, Submittals, Homebuilding, Architectural Drawings, Restoration
Education
State University of New York at Buffalo 2002 — 2003
University of Toronto - University of Trinity College 1979 — 1983
B.A., International Relations, Economics
Barrie Central Collegiate 1974 — 1979
Timberpeg 2008 - Present
Merrill Lynch 1998 - 2001
Midland Walwyn 1996 - 1998
Bank of Monteral 1988 - 1996
Skills
Construction Management, Wood, Sustainable Design, Engineered Wood Products, Mitek, Construction, Kitchen & Bath Design, Custom Homes, Investments, Sales, Cabinetry, Construction Drawings, Space Planning, Building Materials, Contract Negotiation, Steel Detailing, Walls, Residential Homes, Flooring, Builders, Interior Architecture, Residential Design, Green Building, Contractors, Renovation, Architectural Design, Materials, Doors, Framing, Carpentry, Granite, Hardwood, Countertops, Strategic Planning, Furniture, AutoCAD, Interior Design, Millwork, Energy Efficiency, Bathrooms, Kitchen Cabinets, Tiles, Timber, Budgets, Submittals, Homebuilding, Architectural Drawings, Restoration
Education
State University of New York at Buffalo 2002 — 2003
University of Toronto - University of Trinity College 1979 — 1983
B.A., International Relations, Economics
Barrie Central Collegiate 1974 — 1979
Sylvia Faria, CFP, FMA, CRS's Midland Walwyn Experience 1997 - 1998
Job Senior Financial Planner at TD Wealth Financial Planning
Industry Financial Services
Experience
TD Waterhouse Financial Planning November 2005 - Present
BMO November 2003 - November 2005
TD Waterhouse Investment Advice 1999 - November 2003
Dynex Engineering 1998 - 1999
Midland Walwyn 1997 - 1998
Language Studies Canada 1995 - 1997
Skills
Wealth Management, Retirement Planning, Accounting, Mutual Funds, Wealth, Portfolio Management, Investments, Financial Advisory, Investment Advisory, Strategic Financial..., Wealth Management..., Financial Services, High Net Worth..., Finance, Asset Allocation, Estate Planning, Investment Strategies, Financial Planning, Securities, Bonds
Education
Durham College 1994 — 1995
Journalism
York University - Glendon College 1991 — 1994
HBA, English/Spanish
Laurentian University/Université Laurentienne 1989 — 1991
Translation
TD Waterhouse Financial Planning November 2005 - Present
BMO November 2003 - November 2005
TD Waterhouse Investment Advice 1999 - November 2003
Dynex Engineering 1998 - 1999
Midland Walwyn 1997 - 1998
Language Studies Canada 1995 - 1997
Skills
Wealth Management, Retirement Planning, Accounting, Mutual Funds, Wealth, Portfolio Management, Investments, Financial Advisory, Investment Advisory, Strategic Financial..., Wealth Management..., Financial Services, High Net Worth..., Finance, Asset Allocation, Estate Planning, Investment Strategies, Financial Planning, Securities, Bonds
Education
Durham College 1994 — 1995
Journalism
York University - Glendon College 1991 — 1994
HBA, English/Spanish
Laurentian University/Université Laurentienne 1989 — 1991
Translation
Christian Godin's Midland Walwyn Experience 1996 - 1999
Job SVP & Head of Equities Montrusco Bolton
Industry Investment Management
Experience
Montrusco Bolton September 2009 - Present
Montrusco Bolton January 2002 - September 2009
Montrusco Bolton January 2001 - January 2002
Merrill Lynch 1999 - 2001
Midland Walwyn 1996 - 1999
CTI CAPITAL 1993 - 1996
Skills
Portfolio Management, Equities, Equity Research, Investments, Financial Modeling, Asset Managment, Financial Analysis, Investment Management, Valuation, Equity Valuation, Global Macro, People Management
Education
HEC Montréal 1990 — 1993
MSc, Finance
Université du Québec à Montréal 1987 — 1990
Bachelor, Administration
Montrusco Bolton September 2009 - Present
Montrusco Bolton January 2002 - September 2009
Montrusco Bolton January 2001 - January 2002
Merrill Lynch 1999 - 2001
Midland Walwyn 1996 - 1999
CTI CAPITAL 1993 - 1996
Skills
Portfolio Management, Equities, Equity Research, Investments, Financial Modeling, Asset Managment, Financial Analysis, Investment Management, Valuation, Equity Valuation, Global Macro, People Management
Education
HEC Montréal 1990 — 1993
MSc, Finance
Université du Québec à Montréal 1987 — 1990
Bachelor, Administration
Randy Ambrosie Randy Ambrosie's Midland Walwyn Experience 1997 - 1999
Job President and CEO at MacDougall, MacDougall & MacTier Inc.
Industry Financial Services
Experience
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
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
David Waugh David Waugh's Midland Walwyn Experience 1996 - 1999
Job Portfolio Manager, VicePresident at BMO Nesbitt Burns.
Industry Financial Services
Experience
BMO Nesbitt Burns January 2002 - Present
Merrill Lynch 1999 - 2002
Midland Walwyn 1996 - 1999
Wood Gundy 1993 - 1996
Ontario Hydro September 1988 - August 1993
Skills
Fixed Income, Investments, Asset Management, Investment Advisory, Retirement Planning, Investment Strategies, Mutual Funds, Alternative Investments, Portfolio Optimization, Estate Planning, Strategic Planning, Hedge Funds, Derivatives, Wealth, Bonds, Trading, Commodities, Retirement, Currency, Equity Derivatives, Capital Markets, Risk Management, Technical Analysis, Due Diligence, Financial Advice, Trading Systems, FX, Public Speaking, Risk, Emerging Markets, Equities, Wealth Management, Asset Allocation, Portfolio Management, Financial Planning, Financial Services, Finance, ETFs, Investment Management, High Net Worth..., Strategy, Banking, Wealth Management..., Financial Analysis, Financial Markets, Securities, Financial Modeling, Valuation, Equity Research, Insurance
Education
McMaster University 1987 — 1989
M.B.A., Finance
University of Toronto 1981 — 1985
B.Sc., Geology
BMO Nesbitt Burns January 2002 - Present
Merrill Lynch 1999 - 2002
Midland Walwyn 1996 - 1999
Wood Gundy 1993 - 1996
Ontario Hydro September 1988 - August 1993
Skills
Fixed Income, Investments, Asset Management, Investment Advisory, Retirement Planning, Investment Strategies, Mutual Funds, Alternative Investments, Portfolio Optimization, Estate Planning, Strategic Planning, Hedge Funds, Derivatives, Wealth, Bonds, Trading, Commodities, Retirement, Currency, Equity Derivatives, Capital Markets, Risk Management, Technical Analysis, Due Diligence, Financial Advice, Trading Systems, FX, Public Speaking, Risk, Emerging Markets, Equities, Wealth Management, Asset Allocation, Portfolio Management, Financial Planning, Financial Services, Finance, ETFs, Investment Management, High Net Worth..., Strategy, Banking, Wealth Management..., Financial Analysis, Financial Markets, Securities, Financial Modeling, Valuation, Equity Research, Insurance
Education
McMaster University 1987 — 1989
M.B.A., Finance
University of Toronto 1981 — 1985
B.Sc., Geology
Bob Greben's Midland Walwyn Experience November 1993 - December 1998
Job Senior Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns December 2011 - Present
CIBC Wood Gundy 2006 - December 2011
Merrill Lynch December 1998 - December 2001
Midland Walwyn November 1993 - December 1998
Macy's 1984 - 1986
Skills
Wealth Management, Investments, Retirement Planning, Risk Management, Estate Planning, Investment Strategies, Investment Advisory, Asset Allocation, Finance, Mutual Funds, Management, Strategic Planning, Portfolio Management, Financial Risk, Retirement, Financial Planning
Education
State University of New York College at Brockport 1980 — 1984
BA, Marketing
BMO Nesbitt Burns December 2011 - Present
CIBC Wood Gundy 2006 - December 2011
Merrill Lynch December 1998 - December 2001
Midland Walwyn November 1993 - December 1998
Macy's 1984 - 1986
Skills
Wealth Management, Investments, Retirement Planning, Risk Management, Estate Planning, Investment Strategies, Investment Advisory, Asset Allocation, Finance, Mutual Funds, Management, Strategic Planning, Portfolio Management, Financial Risk, Retirement, Financial Planning
Education
State University of New York College at Brockport 1980 — 1984
BA, Marketing
Susan Andrighetti's Midland Walwyn Experience 1990 - 1997
Job First Vice President, Investment Advisor at CIBC Wood Gundy
Industry Investment Management
Experience
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
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
Ron Wagnell's Midland Walwyn Experience 1999 - 2001
Job System /Business Analyst at Dundee Securities
Industry Financial Services
Experience
Dundee Securities Business AnalystIBM2004 - 2006
Merrill Lynch 2002 - 2006
Midland Walwyn 1999 - 2001
Education
Dawson College 1971 — 1973
Dundee Securities Business AnalystIBM2004 - 2006
Merrill Lynch 2002 - 2006
Midland Walwyn 1999 - 2001
Education
Dawson College 1971 — 1973
Glenn Doody's Midland Walwyn Experience January 1991 - January 1998
Job Vice President at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's Vice PresidentStandard & Poor's1998 - 2008
Midland Walwyn January 1991 - January 1998
TSX Group 1998 - 1998
CompuChan August 1990 - December 1991
Education
Memorial University of Newfoundland 1986 — 1990
Labrador City Collegiate 1973 — 1986
High School
Standard & Poor's Vice PresidentStandard & Poor's1998 - 2008
Midland Walwyn January 1991 - January 1998
TSX Group 1998 - 1998
CompuChan August 1990 - December 1991
Education
Memorial University of Newfoundland 1986 — 1990
Labrador City Collegiate 1973 — 1986
High School
Michael Gervais CIM, FCSI's Midland Walwyn Experience 1986 - 1987
Job Vice President at National Bank Correspondent Network, Managed Account Solutions
Industry Financial Services
Experience
National Bank Correspondent Network June 2007 - Present
BMO Nesbitt Burns September 1990 - June 2007
Midland Walwyn 1986 - 1987
Skills
Contract Negotiation, Business Analysis, Customer Relations, Vendor Relations, Wealth Management, Portfolio Management, Back Office, Securities, Investments, Asset Management, Business Process..., Carrying Broker, Customer Service, Asset Managment, Mutual Funds, Equities, ETFs
Education
Centennial College 1983 — 1986
Bachelor of Science (BS), Information Systems and Financial Management
National Bank Correspondent Network June 2007 - Present
BMO Nesbitt Burns September 1990 - June 2007
Midland Walwyn 1986 - 1987
Skills
Contract Negotiation, Business Analysis, Customer Relations, Vendor Relations, Wealth Management, Portfolio Management, Back Office, Securities, Investments, Asset Management, Business Process..., Carrying Broker, Customer Service, Asset Managment, Mutual Funds, Equities, ETFs
Education
Centennial College 1983 — 1986
Bachelor of Science (BS), Information Systems and Financial Management
Risa Meltzer's Midland Walwyn Experience 1996 - 2000
Job Product Development Manager, Business Consultants
Industry Financial Services
Experience
Strategic Information Technology July 2013 - Present
CGI September 2009 - February 2013
DundeeWealth Inc 2005 - 2009
DundeeWealth Inc 2003 - 2005
IBM May 2000 - October 2003
Midland Walwyn 1996 - 2000
First Marathon Securities 1992 - 1996
Merrill Lynch 1986 - 1992
Skills
Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, Integration, Process Improvement, Product Management, Analysis, Management, Vendor Management, User Acceptance Testing, Business Process, Business Process..., Software Documentation, Program Management, Team Management, Risk Management, Business Intelligence, Project Portfolio...
Education
IIBS 2013 — 2013
CBAP, Business Analyst cerfication - IIBA
Centennial College 1977 — 1979
Bachelor of Business Administration (B.B.A.), Business
Strategic Information Technology July 2013 - Present
CGI September 2009 - February 2013
DundeeWealth Inc 2005 - 2009
DundeeWealth Inc 2003 - 2005
IBM May 2000 - October 2003
Midland Walwyn 1996 - 2000
First Marathon Securities 1992 - 1996
Merrill Lynch 1986 - 1992
Skills
Business Analysis, Requirements Gathering, Business Requirements, Requirements Analysis, Integration, Process Improvement, Product Management, Analysis, Management, Vendor Management, User Acceptance Testing, Business Process, Business Process..., Software Documentation, Program Management, Team Management, Risk Management, Business Intelligence, Project Portfolio...
Education
IIBS 2013 — 2013
CBAP, Business Analyst cerfication - IIBA
Centennial College 1977 — 1979
Bachelor of Business Administration (B.B.A.), Business
Ralph Schatzmair's Midland Walwyn Experience 1991 - 1996
Job President at RKS Medical Technologies
Industry Medical Devices
Experience
RKS Medical Technologies 2009 - Present
CardioComm Solutions Inc. 2008 - 2009
IsoRay Medical 2005 - 2007
YM BioSciences 2002 - 2005
Yorkton Securities 1996 - 2002
Midland Walwyn 1991 - 1996
Skills
Business Development, Medical Devices, Investor Relations, Corporate Development, Hospitals, Mergers, Healthcare, Medical Imaging, Strategic Planning, Oncology, Project Management, IPO, Corporate Finance, PACS
Education
McMaster University 1980 — 1983
BA, Commerce
RKS Medical Technologies 2009 - Present
CardioComm Solutions Inc. 2008 - 2009
IsoRay Medical 2005 - 2007
YM BioSciences 2002 - 2005
Yorkton Securities 1996 - 2002
Midland Walwyn 1991 - 1996
Skills
Business Development, Medical Devices, Investor Relations, Corporate Development, Hospitals, Mergers, Healthcare, Medical Imaging, Strategic Planning, Oncology, Project Management, IPO, Corporate Finance, PACS
Education
McMaster University 1980 — 1983
BA, Commerce
Alan Barham, CIM, FCSI's Midland Walwyn Experience December 1994 - March 1995
Job Associate, Data Management Team at CPP Investment Board
Industry Capital Markets
Experience
CPP Investment Board April 2013 - Present
CPP Investment Board August 2010 - March 2013
CPP Investment Board December 2009 - August 2010
CPP Investment Board February 2009 - December 2009
Accenture August 2005 - August 2008
All-Canadian Management Inc July 2004 - January 2005
State Street March 1995 - July 2003
Midland Walwyn December 1994 - March 1995
Prudential 1994 - 1994
Barclays Capital August 1985 - December 1990
Skills
Fixed Income, Equities, FX, Derivatives, Market Data, Reference Data, Data Analysis, User Acceptance Testing, Oracle SQL, Data Mapping, Data Mining, Data Management, Documentation, Team Leadership, Problem Solving, Solutions Development, Idea Generation, Process Development, Process Improvement, Process Management, Financial Expertise, Team Building, Valuation, Cash Flow Management, SimCorp Dimension, Fund Accounting, Bloomberg Terminal, Treasury Services, SQL, Software Documentation, FX Options, Financial Services, Bloomberg, Capital Markets, Asset Management, Securities, Analysis, Back Office, Mutual Funds, Financial Markets, Corporate Actions, Bonds
Education
Bournemouth University 1990 — 1994
B.A.(Hons) Financial Services, Portfolio Theory and Investment Management, Economics, Accounting
CPP Investment Board April 2013 - Present
CPP Investment Board August 2010 - March 2013
CPP Investment Board December 2009 - August 2010
CPP Investment Board February 2009 - December 2009
Accenture August 2005 - August 2008
All-Canadian Management Inc July 2004 - January 2005
State Street March 1995 - July 2003
Midland Walwyn December 1994 - March 1995
Prudential 1994 - 1994
Barclays Capital August 1985 - December 1990
Skills
Fixed Income, Equities, FX, Derivatives, Market Data, Reference Data, Data Analysis, User Acceptance Testing, Oracle SQL, Data Mapping, Data Mining, Data Management, Documentation, Team Leadership, Problem Solving, Solutions Development, Idea Generation, Process Development, Process Improvement, Process Management, Financial Expertise, Team Building, Valuation, Cash Flow Management, SimCorp Dimension, Fund Accounting, Bloomberg Terminal, Treasury Services, SQL, Software Documentation, FX Options, Financial Services, Bloomberg, Capital Markets, Asset Management, Securities, Analysis, Back Office, Mutual Funds, Financial Markets, Corporate Actions, Bonds
Education
Bournemouth University 1990 — 1994
B.A.(Hons) Financial Services, Portfolio Theory and Investment Management, Economics, Accounting
Amina Beecroft's Midland Walwyn Experience 1991 - 1991
Job President A2B2 Analytics, Faculty MRU
Industry Capital Markets
Experience
A2B2 Analytics Inc. January 2010 - Present
Mount Royal University September 2008 - Present
Bow Valley College January 2010 - April 2013
A2B2 Investment Management Ltd. May 1998 - December 2009
Aequanimitas Ltd. 1994 - 1998
Goepel Shields and Partners 1991 - 1994
Midland Walwyn 1991 - 1991
Finex Ltd. 1990 - 1990
IBM Canada Ltd. 1989 - 1990
Skills
Finance, Investments, Investment Banking, Qualitative Research, Interviews, Financial Risk, Financial Modeling, Capital Markets, Equities, Higher Education, Fundamental Analysis, Public Policy, Financial Analysis, Portfolio Management, Quantitative Research, Consulting, Derivatives, Energy Industry, Commodity Pricing
Education
SMC University
D. Fin.
CFA Institute
CFA
The University of Western Ontario - Richard Ivey School of Business 1986 — 1988
Master of Business Administration (MBA), Finance and Investments
University of Alberta 1980 — 1983
M.Mus., Music History
The University of Western Ontario 1974 — 1978
B.Mus., Musicology
A2B2 Analytics Inc. January 2010 - Present
Mount Royal University September 2008 - Present
Bow Valley College January 2010 - April 2013
A2B2 Investment Management Ltd. May 1998 - December 2009
Aequanimitas Ltd. 1994 - 1998
Goepel Shields and Partners 1991 - 1994
Midland Walwyn 1991 - 1991
Finex Ltd. 1990 - 1990
IBM Canada Ltd. 1989 - 1990
Skills
Finance, Investments, Investment Banking, Qualitative Research, Interviews, Financial Risk, Financial Modeling, Capital Markets, Equities, Higher Education, Fundamental Analysis, Public Policy, Financial Analysis, Portfolio Management, Quantitative Research, Consulting, Derivatives, Energy Industry, Commodity Pricing
Education
SMC University
D. Fin.
CFA Institute
CFA
The University of Western Ontario - Richard Ivey School of Business 1986 — 1988
Master of Business Administration (MBA), Finance and Investments
University of Alberta 1980 — 1983
M.Mus., Music History
The University of Western Ontario 1974 — 1978
B.Mus., Musicology
Rob Weber, BBM, CFP, CLU's Midland Walwyn Experience 1993 - 1995
Job Senior Financial Consultant, Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc. December 1995 - Present
Midland Walwyn 1993 - 1995
Skills
Estate Planning, Wealth Management, Certified Financial..., Financial Planners, Financial Advisory, Strategic Financial..., Retirement, Retirement Planning, Investments, Wealth, Finance
Education
Ryerson University
Bachelor of Business Administration (B.B.A.), Business
Investors Group Financial Services Inc. December 1995 - Present
Midland Walwyn 1993 - 1995
Skills
Estate Planning, Wealth Management, Certified Financial..., Financial Planners, Financial Advisory, Strategic Financial..., Retirement, Retirement Planning, Investments, Wealth, Finance
Education
Ryerson University
Bachelor of Business Administration (B.B.A.), Business
John Papoula's Midland Walwyn Experience May 1994 - July 1996
Job Senior Software Developer at B2B Bank
Industry Financial Services
Experience
B2B Bank November 2011 - Present
JAD 2000 - April 2012
Mackenzie Financial July 1996 - November 2011
Midland Walwyn May 1994 - July 1996
Finsco Financial September 1992 - April 1994
Gamma North Peel Laboratory 1987 - 1992
Skills
Mutual Funds, Securities, Wealth Management, Business Analysis, SQL, Java, Oracle SQL, SDLC, Asset Management, Fixed Income, Back Office, Financial Services, Investments, Requirements Gathering, Equities, Portfolio Management, DB2, Visio, User Acceptance Testing, Trading Systems, Business Requirements, Vendor Management, Requirements Analysis, Risk Management
Education
George Brown College 1984 — 1986
Diploma, Business, Data Processing
B2B Bank November 2011 - Present
JAD 2000 - April 2012
Mackenzie Financial July 1996 - November 2011
Midland Walwyn May 1994 - July 1996
Finsco Financial September 1992 - April 1994
Gamma North Peel Laboratory 1987 - 1992
Skills
Mutual Funds, Securities, Wealth Management, Business Analysis, SQL, Java, Oracle SQL, SDLC, Asset Management, Fixed Income, Back Office, Financial Services, Investments, Requirements Gathering, Equities, Portfolio Management, DB2, Visio, User Acceptance Testing, Trading Systems, Business Requirements, Vendor Management, Requirements Analysis, Risk Management
Education
George Brown College 1984 — 1986
Diploma, Business, Data Processing
Dwight Jefferson's Midland Walwyn Experience 1996 - 1998
Job Senior Vice President, Portfolio Manager at Richardson GMP
Industry Financial Services
Experience
Richardson GMP November 2013 - Present
Macquarie Private Wealth Inc. September 2010 - October 2013
CIBC Wood Gundy 2001 - 2010
Merrill Lynch 1998 - 2001
Midland Walwyn 1996 - 1998
Skills
Separately Managed..., Managed Accounts, Wealth Management, Alternative Investments, Portfolio Management, Tax Advantaged Investing, Investment Banking, Financial and Estate..., Public Venture Capital, Endowments and..., Investments, Securities, Investment Strategies, Estate Planning, Mutual Funds, Asset Management, Hedge Funds, Equities, Managing Accounts, ETFs, Investment Advisory
Education
The University of British Columbia
Bachelor of Commerce (B.Com.), Finance and Urban Land Economics
Richardson GMP November 2013 - Present
Macquarie Private Wealth Inc. September 2010 - October 2013
CIBC Wood Gundy 2001 - 2010
Merrill Lynch 1998 - 2001
Midland Walwyn 1996 - 1998
Skills
Separately Managed..., Managed Accounts, Wealth Management, Alternative Investments, Portfolio Management, Tax Advantaged Investing, Investment Banking, Financial and Estate..., Public Venture Capital, Endowments and..., Investments, Securities, Investment Strategies, Estate Planning, Mutual Funds, Asset Management, Hedge Funds, Equities, Managing Accounts, ETFs, Investment Advisory
Education
The University of British Columbia
Bachelor of Commerce (B.Com.), Finance and Urban Land Economics
Kevin Barnes's Midland Walwyn Experience January 1994 - January 1999
Job SVP and Regional Manager at TD
Industry Investment Management
Experience
TD March 2014 - Present
Fiera Quantum May 2013 - March 2014
GMP Investment Management January 2010 - May 2013
CIBC World Markets April 2007 - January 2010
CIBC Wood Gundy January 2002 - April 2007
Merrill Lynch February 1999 - December 2001
Midland Walwyn January 1994 - January 1999
Skills
Wealth Management, Alternative Investments, Equities, Investment Management, Asset Managment, Investment Advisory, Portfolio Management, Investment Strategies, Hedge Funds, Securities, Investments, Asset Management, ETFs, Wealth, Mutual Funds, Asset Allocation, Fixed Income, Structured Products, Retirement Planning
Education
Queen's University 1986 — 1990
Bachelor's degree, Economics
TD March 2014 - Present
Fiera Quantum May 2013 - March 2014
GMP Investment Management January 2010 - May 2013
CIBC World Markets April 2007 - January 2010
CIBC Wood Gundy January 2002 - April 2007
Merrill Lynch February 1999 - December 2001
Midland Walwyn January 1994 - January 1999
Skills
Wealth Management, Alternative Investments, Equities, Investment Management, Asset Managment, Investment Advisory, Portfolio Management, Investment Strategies, Hedge Funds, Securities, Investments, Asset Management, ETFs, Wealth, Mutual Funds, Asset Allocation, Fixed Income, Structured Products, Retirement Planning
Education
Queen's University 1986 — 1990
Bachelor's degree, Economics
Bob Goldberger's Midland Walwyn Experience November 1997 - October 1998
Job Vice President & Investment Advisor at Richardson GMP
Industry Financial Services
Experience
Richardson GMP November 2013 - Present
Macquarie Private Wealth Inc. June 2006 - November 2013
CIBC Wood Gundy January 2002 - June 2006
Merrill Lynch October 1998 - December 2001
Midland Walwyn November 1997 - October 1998
BMO Nesbitt Burns February 1992 - November 1997
Skills
Personal Financial..., Personal Tax Planning, Investment Strategies, Retirement Planning, Philanthropy, Passive Income, Wealth Preservation..., Wealth Management
Education
McGill University 1979 — 1982
Master of Business Administration (M.B.A.), Finance
Bishop's University 1976 — 1979
BBA, Finance/Accounting
John Abbott College 1973 — 1976
CEGEP, Business Administration and Management, General
Richardson GMP November 2013 - Present
Macquarie Private Wealth Inc. June 2006 - November 2013
CIBC Wood Gundy January 2002 - June 2006
Merrill Lynch October 1998 - December 2001
Midland Walwyn November 1997 - October 1998
BMO Nesbitt Burns February 1992 - November 1997
Skills
Personal Financial..., Personal Tax Planning, Investment Strategies, Retirement Planning, Philanthropy, Passive Income, Wealth Preservation..., Wealth Management
Education
McGill University 1979 — 1982
Master of Business Administration (M.B.A.), Finance
Bishop's University 1976 — 1979
BBA, Finance/Accounting
John Abbott College 1973 — 1976
CEGEP, Business Administration and Management, General
MARTINE AUBRY's Midland Walwyn Experience July 1989 - November 1998
Job ADJOINTE PRINCIPALE EN PLACEMENT chez Financière Banque Nationale
Industry Financial Services
Experience
Financière Banque Nationale November 2005 - Present
CIBC Wood Gundy November 2001 - November 2005
Merrill Lynch November 1998 - November 2001
MIDLAND WALWYN July 1989 - November 1998
Education
Université du Québec à Montréal / UQAM
Financière Banque Nationale November 2005 - Present
CIBC Wood Gundy November 2001 - November 2005
Merrill Lynch November 1998 - November 2001
MIDLAND WALWYN July 1989 - November 1998
Education
Université du Québec à Montréal / UQAM
Sharon Fabbro's Midland Walwyn Experience June 1967 - December 1999
Job
Industry Financial Services
Experience
CANCCORD CAPITAL December 1999 - Present
MIDLAND WALWYN June 1967 - December 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Teaching, HTML, Budgets, C++, C
Education
University of Washington 1962 — 1962
took a couple of grad courses never finished a degree, business
Michigan Technological University 1957 — 1961
Bachelor of Business Administration (BBA), industrial management
CANCCORD CAPITAL December 1999 - Present
MIDLAND WALWYN June 1967 - December 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Teaching, HTML, Budgets, C++, C
Education
University of Washington 1962 — 1962
took a couple of grad courses never finished a degree, business
Michigan Technological University 1957 — 1961
Bachelor of Business Administration (BBA), industrial management
Barry Calhoun's Midland Walwyn Experience 1996 - 1998
Job Debt Capital Markets Professional with Fixed Income trading and sale expertise
Industry Investment Banking
Experience
Laurentian Bank Securities 1999 - 2014
Midland Walwyn 1996 - 1998
TD Securities April 1989 - 1996
Skills
Debt Capital Markets, Bond Trading, Institutional Sales, Market Analysis, Management, Strategic Planning, Investments, Business Strategy, Finance, Microsoft Excel, Microsoft Office, Fixed Income, Financial Markets, Financial Analysis, Bonds, Trading, Capital Markets
Education
Seneca College of Applied Arts and Technology 1979 — 1982
International Business Diploma, International Business
Laurentian Bank Securities 1999 - 2014
Midland Walwyn 1996 - 1998
TD Securities April 1989 - 1996
Skills
Debt Capital Markets, Bond Trading, Institutional Sales, Market Analysis, Management, Strategic Planning, Investments, Business Strategy, Finance, Microsoft Excel, Microsoft Office, Fixed Income, Financial Markets, Financial Analysis, Bonds, Trading, Capital Markets
Education
Seneca College of Applied Arts and Technology 1979 — 1982
International Business Diploma, International Business