Mutual Life of Canada
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Mutual Life of Canada Employees
Patry Consulting July 2009 - Present
SMART Technologies Inc August 2008 - July 2009
Calgary January 2005 - June 2008
Calgary, 2003-2004 January 2003 - December 2004
Calgary January 2000 - January 2003
Calgary January 1999 - December 1999
Calgary January 1987 - January 1999
Mutual Life of Canada January 1983 - January 1985
Skills
Change Management, Outsourcing, Integration, Project Management, Management, Marketing Strategy, New Business Development, Business Development, Leadership, Program Management, Business Strategy, Service Delivery, ITIL, Team Building, Customer Support, Relationship Management, Collaborative Problem..., Cross-functional Team...
Education
York University - Schulich School of Business 1986 — 1989
MBA, marketing
Université Laval 1976 — 1979
B.A, translation
Children's Hospital and Health System March 1998 - Present
Children's Hospital and Health System 1996 - Present
Brookfield Soccer 2004 - 2010
Children's Hospital and Health System 1994 - 2009
Mutual Life of Canada 1994 - 1997
Skills
Healthcare, Process Improvement, Auditing, Healthcare Management, Accounting, Financial Analysis, Strategic Planning, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Hospitals, Internal Audit, CPA, Budgets, Enterprise Risk..., Healthcare Information..., Managerial Finance, Change Management, Risk Management, Financial Accounting
Education
Marquette University 1975 — 1978
Master of Business Administration (MBA), MBA
University of Wisconsin-Milwaukee - Lubar School of Business 1969 — 1973
BBA-Accounting, Accounting
Sun Life Financial September 2004 - Present
Manulife Financial March 2004 - August 2004
Maritime Life May 2003 - August 2004
Liberty Health Canada September 2000 - May 2003
Clarica Financial Services 1990 - 2000
Mercer Health & Benefits 1988 - 1990
Mutual Life of Canada 1978 - 1988
Skills
Project Management, Strategy, Strategic Planning, Negotiation, Relationship Management, Business Planning, Employee Benefits, Management, Sales, Underwriting, Insurance, Disability Insurance, Brokers, Critical Illness, Marketing, Health Insurance
Education
Wilfrid Laurier University 1975 — 1978
BA, Economics
Dalhousie University
CEBS
Mission Greens Condominium Corporation March 2015 - Present
Alberta Land Surveyors' Association December 2007 - Present
TPI Sherwood Park Travel 1995 - September 2013
Government of Alberta January 1982 - February 2006
Mutual Life of Canada October 1980 - October 1981
Radio Shack (Division, Tandy Electronics Ltd.) January 1980 - October 1980
Consumer and Corporate Affairs Canada December 1973 - January 1980
Revenue Canada Customs and Excise March 1973 - December 1973
Canadian General Electric Company Ltd. March 1969 - March 1973
Skills
Strategic Communications, Team Leadership, Strategic Planning, Business Process..., Project Management, Risk Management, Project Planning, Budgets, Program Management, Entrepreneurship, Coaching, Leadership, Policy
Education
University of Alberta School of Business
Senior & Executive Managers' Development Program, Public Administration
Acadia University 1965 — 1969
Bachelor of Commerce (B.Com.), Marketing
Wallaceburg District Secondary School
Ontario Secondary School Graduation Certificate
CVC Market Point Inc. (a Canadian Horizons and Carevest Group Member Company) January 2010 - Present
Freedom 55 Financial August 2007 - December 2009
Sun Life Financial February 2003 - August 2007
Desjardins Securities September 2001 - June 2002
Rampart Securities August 2000 - September 2001
CIBC Wood Gundy August 1998 - July 2000
Mutual Life of Canada June 1996 - July 1998
Limited Market Dealer June 1989 - May 1996
Skills
Conflict Resolution
Education
Human Kinetics Institute 2011 — 2012
Periodization - Sport Specific Strength Training, Advanced Personal Training
Canadian Initiative for Elder Planning Studies 2007 — 2007
Designation Program in Elder Planning Studies
Ontario Real Estate College 2007 — 2007
Real Estate
Investment Funds Institute 2006 — 2006
Financial Services
Canadian Securities Institute 1986 — 2002
Compliance/Management/Financial Services
Financial Services Commission of Ontario 1996 — 2000
Financial Services
University of Guelph 1980 — 1985
BA, General
Palcare Network
Certification, Palliative Care
APRI INSURANCE SERVICES (ALBERTA) INC. February 2013 - Present
BeneCo Inc. 2005 - Present
The Benefit Specialists Corp. May 1999 - Present
LegalShield May 2011 - Present
Advocis 1995 - 2010
Advocis Banff School 2000 - 2008
Mutual Life of Canada 1997 - 1999
Great-West Life and Annuity Insurance Company 1995 - 1997
Skills
Group Benefits, Employee Benefits, Small Business, Risk Management, Insurance, Passion for helping..., Passion for Helping..., Long-term Care, Disability Insurance, Health Insurance, Critical Illness, Customer Service, Leadership, Entrepreneurship, Sales, Financial Services, Business Planning, CRM, Strategy
Education
University of Regina 1988 — 1992
Bachelor of Administration, Marketing, Accounting
Martin Collegiate High School 1984 — 1988
Desjardins Financial Security September 1983 - Present
Desjardins Financial Security Independent Network 1983 - Present
Mutual Life of canada 1989 - 1996
Skills
Retirement, Strategic Financial..., Investments, Life Insurance, Mutual Funds, Insurance, Disability Insurance, Financial Advisory, Long-term Care, Financial Planners, Financial Services, Critical Illness, Health Insurance, Finance, Personal Finance
Education
Financial Planners Standards Council 1999 — 2002
CFP, Certified Financial Planner
Dalhousie University 1982 — 1983
D.P.A., Public Administration
Dalhousie University 1969 — 1973
B.P.E., Physical Education
Voya Financial April 2014 - Present
ING 2010 - April 2014
ING Investment Management 2009 - 2010
ING Investment Management 2006 - 2009
ING Institutional Markets 1999 - 2006
Mutual Life of Canada 1995 - 1999
Education
University of Waterloo 1990 — 1995
BMath, Math, Actuarial Science, Statistics
Université Laval 1992 — 1993
Actuariat
Health Professions Appeal and Review Board of Ontario February 2008 - February 2010
NATIONAL Public Relations 2005 - February 2007
Sherritt International 2002 - 2004
Luscar Ltd. / Luscar Coal Income Fund 1979 - 2002
Mutual Life of Canada 1977 - 1979
Geopysical Engineering Ltd. (Teck Group) 1973 - 1975
Education
Queen's University 1975 — 1977
MBA
Queen's University 1969 — 1973
B. Sc.
Home Hardware 2015 - Present
University of Waterloo December 2011 - March 2014
Sun Life Financial October 2007 - November 2009
Sun Life Financial January 2002 - October 2007
Sun Life Financial January 2004 - March 2005
Clarica January 1999 - July 2002
Mutual Life Insurance May 1996 - January 1999
Mutual Life of Canada June 1988 - December 1998
Skills
Strategic Planning, Enterprise Architecture, Strategic Alliance..., Project Management, Client/Vendor Relations, Change Mangement, ITIL and ITSM Processes, IT Service Management, Process Improvement, Technology..., Enterprise Solution..., Distributed Systems, Middleware, Windows Server, Windows Desktop..., Microsoft SQL Server, Oracle Database, Active Directory, Genesys Framework, CTI, Business Analysis
Education
Queen's University 1984 — 1988
BScH, Computer Science
Business & Education Partnership of Waterloo Region March 2007 - Present
Genesis PURE August 2013 - Present
Communitech 2007 - December 2014
Mad Science of Kitchener-Waterloo September 2002 - March 2007
New Dundee Co-operative Preschool September 1996 - June 2002
Mutual Life of Canada August 1982 - June 2002
Skills
Event Planning, Customer Service, Public Speaking, Entrepreneurship, Training, Community Outreach, Event Management, Leadership, Social Networking, Time Management, Nonprofits, Networking, Recruiting, Fundraising, Strategic Planning, Coaching, Research, Marketing, Team Leadership, Marketing Strategy, Program Management, Organizational..., Editing, Team Building, Project Management, Social Media, Public Relations, Management, organized, Marketing Communications, Social Media Marketing, Market Research, Leadership Development, Volunteer Management, Communication, multi-tasker
Education
Conestoga College 1980 — 1982
E.C.E, Early Childhood Education
Waterloo Collegiate Institute 1977 — 1980
Retired July 2015 - Present
The Economical Insurance Group January 2010 - July 2015
Manulife Financial March 1995 - January 2010
Prudential Assurance 1982 - 1995
Mutual Life of Canada 1979 - 1982
Skills
SDLC, Business Requirements, PMO, Requirements Gathering, PMP, Project Delivery, Project Portfolio..., Visio, Testing, Business Analysis, Test Planning, Agile Project Management, User Acceptance Testing, Requirements Analysis, Waterfall, MS Project, Vendor Management, Systems Analysis, Software Project..., Agile Methodologies, Mainframe, Business Process
Education
Fanshawe College 1976 — 1979
Computer Science
School name:
Financial Services Commission of Ontario (FSCO) February 2015 - Present
Scott, Go Associates Inc. July 2002 - Present
Robertson, Eadie & Associates June 1996 - June 2002
Pension Commission of Ontario 1992 - 1996
Pension Commission of Ontario 1987 - 1992
Mutual Life of Canada 1975 - 1987
Education
University of Manitoba 1973 — 1975
M.Sc., Actuarial Science
University of Manitoba 1968 — 1972
B.Sc.(Hons), Mathematics and Physics