Morningstar Canada
Industry: Company
DescriptionFounded: 1988 Parent organization: Morningstar, Inc. Subsidiaries: C.P.M.S. Computerized Portfolio Management Services, Inc., Andex Associates Inc.
Morningstar Canada List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morningstar Canada. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Morningstar Canada Employees
Employee
Years
Job
Industry
Wendy Tsugawa Wendy Tsugawa's Morningstar Canada Experience July 2005 - March 2013
Job Sr. Manager, Sales & Strategic Accounts Emerging Business at Rogers Communications
Industry Telecommunications
Experience
Rogers Communications March 2013 - Present
Morningstar Canada July 2005 - March 2013
PI Incentives September 2000 - July 2004
Fidelity Investments May 2002 - September 2002
Fidelity Investments September 2001 - May 2002
BPI 1997 - 1999
Skills
CRM, Management, Sales, Marketing, Analysis, Investments, Mutual Funds, Customer Service, Relationship Management, Business Analysis, Banking, Insurance, Business Development, Mobile Payments, Sales Strategy, Project Management, Strategy
Education
Humber College 1992 — 1995
3, Business Management
Rogers Communications March 2013 - Present
Morningstar Canada July 2005 - March 2013
PI Incentives September 2000 - July 2004
Fidelity Investments May 2002 - September 2002
Fidelity Investments September 2001 - May 2002
BPI 1997 - 1999
Skills
CRM, Management, Sales, Marketing, Analysis, Investments, Mutual Funds, Customer Service, Relationship Management, Business Analysis, Banking, Insurance, Business Development, Mobile Payments, Sales Strategy, Project Management, Strategy
Education
Humber College 1992 — 1995
3, Business Management
Carlos Becerra's Morningstar Canada Experience November 2003 - March 2004
Job Director Innovation & Talent at ProViso
Industry Financial Services
Experience
ProViso May 2015 - Present
Scotiabank May 2013 - April 2015
Manulife Financial June 2011 - March 2013
TD Bank Financial Group November 2010 - March 2012
CGI October 2009 - November 2010
Foresters 2009 - 2010
TD Securities April 2009 - October 2009
BMO Financial Group April 2008 - March 2009
TD Securities March 2004 - April 2008
Morningstar Canada November 2003 - March 2004
Skills
Business Intelligence, Risk Management, Data Warehousing, PMO, Business Analysis, Business Requirements, Agile Methodologies, Change Management, Software Documentation, IT Management, Management, Strategy, PMP, Quality Assurance, Project Management, SDLC
Education
University of Toronto 2007 — 2007
Advanced Project Management Certificate, Project Management
Project Management Institute 2002 — 2002
PMP, Project Management
Universidad de Los Andes 1994 — 1995
MBA, Computer Science
ProViso May 2015 - Present
Scotiabank May 2013 - April 2015
Manulife Financial June 2011 - March 2013
TD Bank Financial Group November 2010 - March 2012
CGI October 2009 - November 2010
Foresters 2009 - 2010
TD Securities April 2009 - October 2009
BMO Financial Group April 2008 - March 2009
TD Securities March 2004 - April 2008
Morningstar Canada November 2003 - March 2004
Skills
Business Intelligence, Risk Management, Data Warehousing, PMO, Business Analysis, Business Requirements, Agile Methodologies, Change Management, Software Documentation, IT Management, Management, Strategy, PMP, Quality Assurance, Project Management, SDLC
Education
University of Toronto 2007 — 2007
Advanced Project Management Certificate, Project Management
Project Management Institute 2002 — 2002
PMP, Project Management
Universidad de Los Andes 1994 — 1995
MBA, Computer Science
Gail Bebee Gail Bebee's Morningstar Canada Experience January 2010 - Present
Job Canada's Independent Voice on Personal Finance
Industry Financial Services
Experience
Morningstar Canada January 2010 - Present
Canada's Independent Voice on Personal Finance January 2008 - Present
The Ganneth Company September 2007 - Present
Canadian Tire 2004 - 2006
Canadian Tire 1995 - 2004
Skills
Public Speaking, Investments, Writing, Management, Books, Personal Finance, Small Business, Retirement Planning, Asset Allocation, Finance, Mutual Funds, Financial Services, Real Estate, Sales, Employee Benefits, Retail, Publications, Strategic Planning, Business, Customer Service
Education
Queen's University 1969 — 1973
B.Sc., Biology
Western University
M.Eng., Environmental Engineering
Morningstar Canada January 2010 - Present
Canada's Independent Voice on Personal Finance January 2008 - Present
The Ganneth Company September 2007 - Present
Canadian Tire 2004 - 2006
Canadian Tire 1995 - 2004
Skills
Public Speaking, Investments, Writing, Management, Books, Personal Finance, Small Business, Retirement Planning, Asset Allocation, Finance, Mutual Funds, Financial Services, Real Estate, Sales, Employee Benefits, Retail, Publications, Strategic Planning, Business, Customer Service
Education
Queen's University 1969 — 1973
B.Sc., Biology
Western University
M.Eng., Environmental Engineering
Jacqueline O'Flanagan Jacqueline O'Flanagan's Morningstar Canada Experience 2002 - 2004
Job Head of Canada & Regional Director
Industry Financial Services
Experience
FTSE April 2015 - Present
FTSE August 2013 - Present
Morningstar February 2012 - July 2013
Morningstar July 2002 - February 2012
Morningstar 2002 - 2008
Morningstar Canada 2002 - 2004
Xerox 2000 - 2002
Lanier Worldwide 1998 - 2000
Bell Canada 1998 - 1999
Skills
Wealth Management, Financial Services, Mutual Funds, Equities, Relationship Management, Investments, Asset Allocation, Securities, Fixed Income, Morningstar Direct, Hedge Funds, Series 7, Derivatives, Strategic Financial..., Alternative Investments, Financial Advisory, Investment Advisory, Wealth, Financial Modeling, Bonds, Investment Strategies, Investment Management, Financial Planning
Education
Carleton University 1994 — 1997
Sacred Heart
FTSE April 2015 - Present
FTSE August 2013 - Present
Morningstar February 2012 - July 2013
Morningstar July 2002 - February 2012
Morningstar 2002 - 2008
Morningstar Canada 2002 - 2004
Xerox 2000 - 2002
Lanier Worldwide 1998 - 2000
Bell Canada 1998 - 1999
Skills
Wealth Management, Financial Services, Mutual Funds, Equities, Relationship Management, Investments, Asset Allocation, Securities, Fixed Income, Morningstar Direct, Hedge Funds, Series 7, Derivatives, Strategic Financial..., Alternative Investments, Financial Advisory, Investment Advisory, Wealth, Financial Modeling, Bonds, Investment Strategies, Investment Management, Financial Planning
Education
Carleton University 1994 — 1997
Sacred Heart
June Yee June Yee's Morningstar Canada Experience April 2004 - October 2013
Job Manager, Corporate Communications at Investment Industry Regulatory Organization of Canada
Industry Writing and Editing
Experience
Investment Industry Regulatory Organization of Canada (IIROC) January 2014 - Present
Investment Industry Regulatory Organization of Canada October 2013 - January 2014
Self-employed 1989 - January 2014
Morningstar Canada April 2004 - October 2013
Scotiabank / Scotiabank International January 2000 - December 2010
50Plus Magazine (now Zoomer magazine) January 2000 - April 2004
FundMasters 1997 - 1999
BellCharts Inc. 1996 - 1998
Financial Times of Canada / The Globe and Mail 1988 - 1995
Skills
Copy Editing, Publishing, Editorial, Editing, Proofreading, Magazines, Publications, Journalism, Copywriting, Books, Web Content, Feature Articles, Creative Writing, Newsletters, Content Development, Content Management, Newspapers, Press Releases
Education
Ryerson University
University of Toronto
Bachelor of Arts (B.A.), English Literature / Literary Studies, With Distinction
York University - Glendon College
Certificate, Professional and Technical Communication, In progress
Canadian Securities Institute
Canadian Securities Course
Investment Industry Regulatory Organization of Canada (IIROC) January 2014 - Present
Investment Industry Regulatory Organization of Canada October 2013 - January 2014
Self-employed 1989 - January 2014
Morningstar Canada April 2004 - October 2013
Scotiabank / Scotiabank International January 2000 - December 2010
50Plus Magazine (now Zoomer magazine) January 2000 - April 2004
FundMasters 1997 - 1999
BellCharts Inc. 1996 - 1998
Financial Times of Canada / The Globe and Mail 1988 - 1995
Skills
Copy Editing, Publishing, Editorial, Editing, Proofreading, Magazines, Publications, Journalism, Copywriting, Books, Web Content, Feature Articles, Creative Writing, Newsletters, Content Development, Content Management, Newspapers, Press Releases
Education
Ryerson University
University of Toronto
Bachelor of Arts (B.A.), English Literature / Literary Studies, With Distinction
York University - Glendon College
Certificate, Professional and Technical Communication, In progress
Canadian Securities Institute
Canadian Securities Course
Shehryar Khan, CFA's Morningstar Canada Experience June 2014 - Present
Job Analyst, Manager Research at Morningstar Canada
Industry Financial Services
Experience
Morningstar Canada June 2014 - Present
Segal Rogerscasey April 2014 - June 2014
Segal Rogerscasey August 2011 - March 2014
BMO Financial Group April 2010 - August 2011
Ernst & Young July 2008 - August 2008
Skills
Banking, Investments, Mutual Funds, Portfolio Management, Asset Managment, Wealth Management, Relationship Management, Capital Markets, Asset Management, Asset Allocation, Finance, Due Diligence, Investment Advisory, Economics, Investment Banking, Hedge Funds
Education
Concordia University 2005 — 2008
Bachelor of Commerce, Finance & Economics
CFA Institute
Morningstar Canada June 2014 - Present
Segal Rogerscasey April 2014 - June 2014
Segal Rogerscasey August 2011 - March 2014
BMO Financial Group April 2010 - August 2011
Ernst & Young July 2008 - August 2008
Skills
Banking, Investments, Mutual Funds, Portfolio Management, Asset Managment, Wealth Management, Relationship Management, Capital Markets, Asset Management, Asset Allocation, Finance, Due Diligence, Investment Advisory, Economics, Investment Banking, Hedge Funds
Education
Concordia University 2005 — 2008
Bachelor of Commerce, Finance & Economics
CFA Institute
Allen He Allen He's Morningstar Canada Experience February 2004 - November 2006
Job Product Development manager at Morningstar
Industry Financial Services
Experience
Advyzon yHLsoft, Inc. June 2015 - Present
Morningstar February 2012 - August 2015
Morningstar July 2009 - May 2012
Morningstar February 2007 - July 2009
Morningstar Canada February 2004 - November 2006
Skills
Software Project..., Product Development, Financial Reporting, Performance Measurement, Six Sigma, Problem Solving, Quality Assurance, Project Management, Product Management, Agile Methodologies, Testing, Investments, Data Analysis, Software Development, Microsoft SQL Server, Morningstar Direct, Asset Allocation, Requirements Analysis, SDLC, Agile Project Management, Leadership, Business Intelligence, Financial Services, Business Analysis, Account Portfolio...
Education
Tsinghua University 1983 — 1988
Bachlor
Advyzon yHLsoft, Inc. June 2015 - Present
Morningstar February 2012 - August 2015
Morningstar July 2009 - May 2012
Morningstar February 2007 - July 2009
Morningstar Canada February 2004 - November 2006
Skills
Software Project..., Product Development, Financial Reporting, Performance Measurement, Six Sigma, Problem Solving, Quality Assurance, Project Management, Product Management, Agile Methodologies, Testing, Investments, Data Analysis, Software Development, Microsoft SQL Server, Morningstar Direct, Asset Allocation, Requirements Analysis, SDLC, Agile Project Management, Leadership, Business Intelligence, Financial Services, Business Analysis, Account Portfolio...
Education
Tsinghua University 1983 — 1988
Bachlor
Esperanza Castellanos's Morningstar Canada Experience September 2000 - October 2004
Job Senior PM at RBC Capital Markets
Industry Computer Software
Experience
RBC Capital Markets November 2014 - Present
CPP Investment Board April 2012 - November 2014
CPP Investment Board April 2011 - March 2012
CPP Investment Board May 2008 - March 2011
CPP Investment Board January 2007 - May 2008
t4g February 2006 - December 2006
City of Brampton 2004 - 2005
Morningstar Canada September 2000 - October 2004
The World Bank 1997 - 1998
Skills
Requirements Analysis, SDLC, Business Intelligence, Software Project..., Project Management, Team Leadership, Business Analysis, Requirements Gathering, Data Warehousing, Software Development, Web Services, PMO, Microsoft SQL Server, SOA, SQL, Agile Methodologies, Enterprise Architecture, .NET, T-SQL, Integration, Databases, Visio, Data Modeling
Education
Planview Horizons 2012 — 2012
Scrum Master with Mike Cohn 2009 — 2009
Universidad Nacional de Colombia 1986 — 1992
B.Sc., Systems Engineering
RBC Capital Markets November 2014 - Present
CPP Investment Board April 2012 - November 2014
CPP Investment Board April 2011 - March 2012
CPP Investment Board May 2008 - March 2011
CPP Investment Board January 2007 - May 2008
t4g February 2006 - December 2006
City of Brampton 2004 - 2005
Morningstar Canada September 2000 - October 2004
The World Bank 1997 - 1998
Skills
Requirements Analysis, SDLC, Business Intelligence, Software Project..., Project Management, Team Leadership, Business Analysis, Requirements Gathering, Data Warehousing, Software Development, Web Services, PMO, Microsoft SQL Server, SOA, SQL, Agile Methodologies, Enterprise Architecture, .NET, T-SQL, Integration, Databases, Visio, Data Modeling
Education
Planview Horizons 2012 — 2012
Scrum Master with Mike Cohn 2009 — 2009
Universidad Nacional de Colombia 1986 — 1992
B.Sc., Systems Engineering
Victor Aguiar's Morningstar Canada Experience December 2011 - Present
Job Client Solutions Consultant Institutional Products at Morningstar
Industry Computer Software
Experience
Morningstar September 2015 - Present
Morningstar Canada December 2011 - Present
RL Solutions November 2010 - December 2011
Fidelity Investments November 2009 - October 2010
Fundex September 2004 - February 2010
Ryerson University May 2008 - December 2008
The Anderson Group of Governance Researchers and Advisor July 2008 - November 2008
FundTrade investments corp May 2005 - September 2006
Etobicoke Chamber Of Commerce January 2005 - June 2005
Skills
Analytical & problem..., Communication &..., Promoting Process..., Social Skills, Business Revitalization, Analytical Skills, Communication, Problem Solving, Business Analysis, Project Management, Analysis, Marketing Strategy, Business Strategy, Quality Assurance, Data Analysis, CRM, Teamwork, Training, Software Documentation, Team Leadership, Customer Service, Visio, SQL, Strategic Planning, Budgets, Microsoft Office, Strategy, Requirements Analysis, Process Improvement, Salesforce.com, Sales, Cross-functional Team..., Product Management, Market Research, Team Building, Management, Financial Analysis, Change Management, Business Intelligence, Account Management, Project Planning, Mutual Funds, Leadership, Business Process..., Microsoft Excel, New Business Development, Financial Services, Research, Time Management, Software Project...
Education
Ryerson University 2005 — 2009
Bcomm, Strategic Management
Humber College 2002 — 2005
Advanced Dipolma, Business
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Advanced Dipolma, Business Admin
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Certificate, Management Studies Certificate
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Certificate, The Small Business Certificate
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Certificate, The Canadian Institute of Management (CIM) Certificate
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Certificate, Entrepreneurial Studies Certificate
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Certificate, Business Studies Certificate
St Pauls 1999 — 2003
Diploma
St Dominics
Morningstar September 2015 - Present
Morningstar Canada December 2011 - Present
RL Solutions November 2010 - December 2011
Fidelity Investments November 2009 - October 2010
Fundex September 2004 - February 2010
Ryerson University May 2008 - December 2008
The Anderson Group of Governance Researchers and Advisor July 2008 - November 2008
FundTrade investments corp May 2005 - September 2006
Etobicoke Chamber Of Commerce January 2005 - June 2005
Skills
Analytical & problem..., Communication &..., Promoting Process..., Social Skills, Business Revitalization, Analytical Skills, Communication, Problem Solving, Business Analysis, Project Management, Analysis, Marketing Strategy, Business Strategy, Quality Assurance, Data Analysis, CRM, Teamwork, Training, Software Documentation, Team Leadership, Customer Service, Visio, SQL, Strategic Planning, Budgets, Microsoft Office, Strategy, Requirements Analysis, Process Improvement, Salesforce.com, Sales, Cross-functional Team..., Product Management, Market Research, Team Building, Management, Financial Analysis, Change Management, Business Intelligence, Account Management, Project Planning, Mutual Funds, Leadership, Business Process..., Microsoft Excel, New Business Development, Financial Services, Research, Time Management, Software Project...
Education
Ryerson University 2005 — 2009
Bcomm, Strategic Management
Humber College 2002 — 2005
Advanced Dipolma, Business
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Advanced Dipolma, Business Admin
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Certificate, Management Studies Certificate
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Certificate, The Small Business Certificate
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Certificate, The Canadian Institute of Management (CIM) Certificate
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Certificate, Entrepreneurial Studies Certificate
Humber College Institute of Technology & Advanced Learning 2002 — 2005
Certificate, Business Studies Certificate
St Pauls 1999 — 2003
Diploma
St Dominics
Prasad Gokhale's Morningstar Canada Experience 2000 - 2006
Job Director of Technology at St. Joseph Communications
Industry Computer Software
Experience
St. Joseph Communications July 2010 - Present
Digital Cement May 2010 - July 2010
Capital C July 2006 - April 2010
Morningstar Canada 2000 - 2006
Delano Technology June 2000 - October 2000
Skills
Web Development, User Experience, Project Management, Vendor Management, Web Applications, Product Management, Agile Methodologies, SQL, CRM, Cross-functional Team..., Digital Strategy, SDLC, Cloud Computing, Enterprise Architecture, Business Analysis, Information Architecture, Program Management, Software Development, Web Analytics, XML, jQuery, Strategy, Analytics, Web Services, Process Improvement, AJAX
Education
University of New Brunswick 1992 — 1995
Ph.D., Engineering and Systems development
University of New Brunswick 1990 — 1992
MScE, Engineering
College of Engineering Pune 1986 — 1990
B.E., Mechanical Engineering
St. Joseph Communications July 2010 - Present
Digital Cement May 2010 - July 2010
Capital C July 2006 - April 2010
Morningstar Canada 2000 - 2006
Delano Technology June 2000 - October 2000
Skills
Web Development, User Experience, Project Management, Vendor Management, Web Applications, Product Management, Agile Methodologies, SQL, CRM, Cross-functional Team..., Digital Strategy, SDLC, Cloud Computing, Enterprise Architecture, Business Analysis, Information Architecture, Program Management, Software Development, Web Analytics, XML, jQuery, Strategy, Analytics, Web Services, Process Improvement, AJAX
Education
University of New Brunswick 1992 — 1995
Ph.D., Engineering and Systems development
University of New Brunswick 1990 — 1992
MScE, Engineering
College of Engineering Pune 1986 — 1990
B.E., Mechanical Engineering
WEI BILL Chen's Morningstar Canada Experience QA analystAOL Canada2006 - 2006
Job Automation QA Analyst at Morningstar Canada
Industry Information Technology and Services
Experience
Morningstar Canada QA analystAOL Canada2006 - 2006
Education
Shenzhen University 1993 — 1997
Morningstar Canada QA analystAOL Canada2006 - 2006
Education
Shenzhen University 1993 — 1997
Jaime Aitken's Morningstar Canada Experience March 2011 - Present
Job Marketing & Communications Manager
Industry Financial Services
Experience
Morningstar Canada March 2011 - Present
CCH Canadian Limited December 2009 - February 2011
CCH Canadian Limited January 2007 - December 2009
CCH Canadian Limited October 2004 - January 2006
CCH Canadian Limited February 2004 - October 2004
St Mary’s UniversityHalifax, Nova Scotia September 2001 - May 2003
Skills
Direct Marketing, Marketing Communications, Market Research, Sales, Marketing, Lead Generation, Digital Marketing, Product Marketing, Marketing Strategy, Email Marketing, Strategy, Competitive Analysis, Business Development, Training, Management, Salesforce.com, B2B Marketing, CRM, Strategic Partnerships, New Business Development, B2B, Marketing Management, Social Media, Advertising, Integrated Marketing, Cross-functional Team..., Sales Presentations, Sales Process, Multi-channel Marketing, Business Planning, Corporate Communications, Budgets, Market Planning, Content Management, Online Marketing, Leadership, Forecasting, Online Advertising, Customer Retention, Project Planning, Corporate Branding, Analytics, Brand Management, Social Media Marketing
Education
University of Toronto
Project Management
Saint Mary's University 1999 — 2003
Bachelor of Commerce Degree, Marketing and Human Resource Management
Morningstar Canada March 2011 - Present
CCH Canadian Limited December 2009 - February 2011
CCH Canadian Limited January 2007 - December 2009
CCH Canadian Limited October 2004 - January 2006
CCH Canadian Limited February 2004 - October 2004
St Mary’s UniversityHalifax, Nova Scotia September 2001 - May 2003
Skills
Direct Marketing, Marketing Communications, Market Research, Sales, Marketing, Lead Generation, Digital Marketing, Product Marketing, Marketing Strategy, Email Marketing, Strategy, Competitive Analysis, Business Development, Training, Management, Salesforce.com, B2B Marketing, CRM, Strategic Partnerships, New Business Development, B2B, Marketing Management, Social Media, Advertising, Integrated Marketing, Cross-functional Team..., Sales Presentations, Sales Process, Multi-channel Marketing, Business Planning, Corporate Communications, Budgets, Market Planning, Content Management, Online Marketing, Leadership, Forecasting, Online Advertising, Customer Retention, Project Planning, Corporate Branding, Analytics, Brand Management, Social Media Marketing
Education
University of Toronto
Project Management
Saint Mary's University 1999 — 2003
Bachelor of Commerce Degree, Marketing and Human Resource Management
Jeff Bunce, CFA's Morningstar Canada Experience May 2015 - Present
Job Manager Research Analyst at Morningstar Canada
Industry Investment Management
Experience
Morningstar Canada May 2015 - Present
Mercer Investments October 2012 - May 2015
Segal Rogerscasey Canada April 2010 - October 2012
Teachers' Retirement Allowances Fund May 2003 - January 2010
Skills
Investments, Fixed Income, Due Diligence, Asset Allocation
Education
University of Manitoba 2002 — 2007
B. Comm (Honours), Finance
Morningstar Canada May 2015 - Present
Mercer Investments October 2012 - May 2015
Segal Rogerscasey Canada April 2010 - October 2012
Teachers' Retirement Allowances Fund May 2003 - January 2010
Skills
Investments, Fixed Income, Due Diligence, Asset Allocation
Education
University of Manitoba 2002 — 2007
B. Comm (Honours), Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY