National Bank Financial
National Bank Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at National Bank Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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National Bank Financial Employees
National Bank Financial June 2008 - Present
National Bank Financial September 2006 - June 2008
Swift Trade Inc. September 2005 - September 2006
Skills
Portfolio Management, Risk Management, Risk Monitoring, Financial Markets, Capital Markets, Financial Analysis, Derivatives, Options, Futures Trading, Proprietary Trading, Equity Research, Fundamental Analysis, Technical Analysis, Institutional..., Equities, Fixed Income, ETFs, Alternative Investments, Commodity Markets, Foreign Currency, Real Estate, Prime Brokerage, Consulting, Investment Strategies, Indexing, Asset Allocation, Hedging, Regulatory Capital, Credit Risk, Economics, Bloomberg, AS400 system, Thompson One, Visual Basic, Visual C++
Education
CFA Institute
Successfully completed CFA Level III
Canadian Securities Institute 2009 — 2011
Derivatives Market Specialist (DMS)
Concordia University 2000 — 2004
Bachelor of Arts (B.A.), Economics / Business Studies
Autorité des marchés financiers June 2014 - Present
National Bank Financial December 2008 - May 2014
Dunton Rainville May 2005 - December 2008
Skills
Securities, Financial Services, Investments, Securities Regulation, Capital Markets, Equities, Corporate Governance, Mergers & Acquisitions, Risk Management, Derivatives, Outsourcing, Mutual Funds, Hedge Funds, AML, Due Diligence, Middle Office, Private Equity, Wealth Management
Education
Ecole Supérieure de Commerce Et de Management - ESCEM 2004 — 2004
Master's degree
Université de Sherbrooke 2003 — 2004
M.Sc., Administration
Université de Sherbrooke 1999 — 2002
L.L.B., Law Studies
Gracie Barra Montreal
National Bank Financial November 2011 - Present
Bluteau DeVenney & Co. 1997 - Present
Wellington West Capital Inc. February 2003 - November 2011
TD Waterhouse 1997 - 2003
CIBC Wood Gundy 1987 - 1997
Skills
Wealth Management..., Physicians, Investments, Wealth Management, Investment Advisory, Investment Strategies, Wealth, Retirement Planning, Estate Planning, Mutual Funds, Investment Management, Financial Advisory, Retirement, Strategic Financial..., Alternative Investments
Education
Dalhousie University 1987 — 1988
MBA
University of New Brunswick 1979 — 1984
Epic Talent March 2014 - Present
Finance and Investment Students' Association (FISA) of John Molson School of Business (JMSB)) April 2013 - March 2014
Finance and Investment Students' Association (FISA) of John Molson School of Business (JMSB) April 2012 - March 2013
Kenneth Woods Portfolio Management Program January 2012 - December 2012
National Bank Financial May 2012 - August 2012
Finance and Investment Students' Association (FISA) September 2011 - April 2012
Skills
Bloomberg Terminal, Capital IQ, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Fundamental Analysis, Finance, Time Management, Capital Markets, Leadership, Teamwork, Market Research, Marketing
Education
John Molson School of Business, Concordia University 2010 — 2014
Bachelor of Commerce (BCom), Marketing & Finance
Université Laval 2010 — 2010
French Immersion Intensive
Camosun College 2008 — 2010
Health Sciences
OPES SOFTWARE February 2013 - Present
Gestion M.R. January 2005 - Present
beyond yourself sports nutrition 2013 - 2013
Progesco October 2010 - May 2012
National Bank Financial 2003 - 2005
Caisse de dépôt et placement du Québec 1995 - 2003
Canagex - Conseillers en placements 1995 - 1995
Gestion de portefeuille Natcan 1992 - 1995
CDBN Courtage Banque Nationale 1990 - 1992
Skills
Technical Analysis, Financial Analysis, Public Speaking, Project Management, Business Analysis, Strategic Financial..., Risk Management, Change Management, Equities, Investments, Accounting, Organizational..., Business Process..., Client Development, Customer Service, Microsoft Office, Strategic Planning, Financial Markets, Trading, Securities, Alternative Investments, Finance, Business Development, Derivatives, Electronic Trading, Equity Trading, Financial Modeling, Bloomberg, Hedge Funds, Fixed Income, Security Operations, Managerial Skills, Portfolio Management, Financial Services, Management
Education
UQUAM - ESG 2011 — 2013
MBA_CMA, Business Administration and Management, General
John Molsons School of Business 2010 — 2011
Graduate certificate Management Accounting, Management Accounting
Concordia University 1984 — 1988
Bachelor's degree, Finance
Champlain College 1982 — 1984
D.E.C., Commerce
G&F Financial Group October 2015 - Present
Canadian Western Bank June 2015 - September 2015
BMO Financial Group June 2014 - May 2015
National Bank Financial July 2013 - August 2013
CIBC April 2012 - September 2012
Subway July 2008 - September 2011
VANOC January 2010 - February 2010
Skills
Customer Service, Financial Services, Investments, Financial Analysis, Teamwork, Portfolio Management, Banking, Microsoft Office, Bilingual-Chinese, Canadian Securities..., Strategic Financial..., Credit Analysis
Education
Douglas College 2010 — 2014
Bachelor's Degree, Finance and Financial Management Services, 3.00 GPA
Ocean University of China 2004 — 2008
Bachelor's Degree, Mathematics and Applied Mathematics
Montrusco Bolton February 2015 - Present
Montrusco Bolton July 2013 - January 2015
Jarislowsky Fraser Limited May 2011 - July 2013
National Bank Financial August 2010 - February 2011
Finance and Investments Students' Association May 2007 - May 2010
National Bank Financial May 2009 - August 2009
CIBC World Markets May 2008 - August 2008
Bombardier Aerospace September 2007 - December 2007
Skills
Financial Modeling, Financial Analysis, Research, Market Analysis, Business Strategy, Communication, Comparable Analysis, Strategic Planning, Managing Deadlines, Event Management, Bloomberg Terminal, Microsoft Office, Capital IQ, Portfolio Management, Equities, Investment Banking, Competitive Analysis, Analysis, Investments, Economics, Equity Valuation, Mergers & Acquisitions, Finance
Education
Concordia University 2006 — 2010
Bachelor of Commerce (B.Com.), Finance, Graduated with Great Distinction
GAL Real Estate Holdings Limited March 2014 - Present
Martello Condominium Corporation June 2013 - Present
Partners for Care March 2012 - Present
MacFarlands January 2012 - Present
Buccaneer Coatings January 2011 - December 2011
National Bank Financial September 2008 - May 2009
Skills
Project Management, Management, Team Leadership, Teamwork, Project Planning, Inventory Management, Budgeting, Organizational..., Event Management, Event Planning, Operational Efficiency, Accounting, Sales, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint
Education
Saint Mary's University 2006 — 2011
Bachelor of Commerce (B.Com.)
Class Afloat 2005 — 2006
City University of Hong Kong
National Bank Financial April 2013 - Present
Bank of Montreal Corporate Finance April 2000 - April 2013
Skills
Investments, Capital Markets, Portfolio Management, Wealth Management, Banking, Risk Management, Corporate Finance, Credit, Financial Modeling, Financial Analysis, Private Equity, Investment Banking, Valuation, Credit Risk, Equities, Mutual Funds, Commercial Banking, Credit Analysis, Mergers, Asset Managment, Strategic Financial..., Retail Banking
Education
Dalhousie University 2008 — 2012
MBA
University of Toronto - Victoria University 1986 — 1990
BA, Commerce & Economics
Industrial Alliance Securities June 2012 - Present
Versant Partners April 2005 - June 2012
National Bank Financial December 1999 - February 2003
DPM Securities 1997 - 1999
Nortel Networks 1991 - 1997
Skills
Equity Valuation, Capital Markets, Financial Modeling, Financial Analysis, Strategic Planning, Equities, Valuation, Industry Analysis, Business Valuation, Securities, Business Strategy, Equity Research, Portfolio Management, Asset Management, Mergers & Acquisitions, Investments, Bloomberg, Corporate Finance, Competitive Analysis, Management, Hedge Funds
Education
Concordia University 1995 — 1999
MBA
Concordia University 1989 — 1993
B.Eng, Mechanical Engineering
CEGEP - John Abbott College 1987 — 1989
DEC, Pure and Applied Sciences
Riverdale High School 1982 — 1987
Canadian Institute of Actuaries September 2009 - Present
LADPhoto & Design January 1995 - Present
Mattamy Homes Limited November 2004 - April 2009
National Bank Financial 2003 - 2005
National Bank Financial 2003 - 2005
Skills
Event Management, Event Planning, Editing, Budgets, Social Media Marketing, Project Planning, Marketing Communications, Public Relations
Education
Algonquin College of Applied Arts and Technology 1994 — 1996
Carleton University 1989 — 1994
Arts, Music
Caruso Capital Management October 2014 - Present
Blackwatch Capital Corp. August 2013 - October 2014
Concordia University August 2013 - June 2014
National Bank Financial August 2007 - December 2012
Concordia University June 2008 - January 2010
Skills
Equity Trading, Derivatives Trading, Executive Managment, Equities, Asset Allocation, Trading, Investments, Portfolio Management, Asset Managment, Risk Management, Options, Equity Research, Financial Analysis, Securities, Financial Markets, Fixed Income, Technical Analysis, Financial Modeling, Macroeconomics, Alternative Trading..., Dark Pools, Algos, Order Routing, ECN, Bloomberg, Reuters, Thompson One, Futures Trading, Automated Trading, Spread Trading, Bonds, Commodity, FX Options, Asset Management
Education
Concordia University 2004 — 2008
Bachelor of Arts (BA), Economics
Government of Alberta August 2014 - Present
Government of Alberta December 2013 - August 2014
PEAK Financial Group April 2011 - December 2013
National Bank Financial July 2006 - September 2010
Skills
Investments, Mutual Funds, Securities, Microsoft Office, Outlook, Trading, PowerPoint, Microsoft Excel, Financial Services, Financial Analysis, Loans, Accounting, Banking, Credit, Risk Management, Management, Team Leadership
Education
Concordia University 2005 — 2010
Commerce, Management, International Business
Dawson College 2002 — 2005
DEC, Accounting, Finance
Admiral Administration Ltd July 2014 - Present
Admiral administration July 2012 - July 2014
Citco Fund Services October 2010 - July 2012
SAUDI LABS LTD May 2009 - August 2009
O'Regan's Automotive Group September 2008 - December 2008
National Bank Financial January 2008 - May 2008
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Credit, Finance, Mutual Funds, Bloomberg, Financial Modeling, Strategic Financial..., Investments, Financial Statements, Cash Management, Equities, Derivatives, Financial Services, Valuation, Hedge Funds, Corporate Finance
Education
Dalhousie University
Bachelor's degree, Commerce
Sheridan College
diploma, Finance
OSTC Ltd. October 2013 - October 2014
Concordia University September 2012 - December 2012
National Bank Financial May 2012 - August 2012
Concordia University - John Molson School of Business May 2011 - December 2011
Cascade Golf & Tennis Club July 2009 - August 2011
Natcan April 2011 - June 2011
Skills
Teamwork, Research, Quantitative Analytics, Data Analysis, Bloomberg, Trading
Education
Concordia University 2010 — 2014
Bachelor of Science, Specialization Mathematical and Computational Finance
Dawson College 2008 — 2009
Diploma of College Studies, Pure and Applied Science
Ashlar Urban Realty Inc November 2014 - Present
Ashlar Urban Realty Inc July 2014 - November 2014
Timbercreek Asset Management April 2013 - February 2014
Acumen Capital Partners July 2011 - October 2012
National Bank Financial 2005 - 2010
Skills
Equities, Bloomberg, Capital Markets, Portfolio Management, Financial Analysis, Investments, Asset Managment, Financial Modeling, Business Development, Corporate Finance
Education
Dalhousie University 2001 — 2005
Bachelor of Commerce (B.Com.), Finance, General
ACS
ACS
National Bank Financial April 2015 - August 2015
Owl's Head Ski Club December 2007 - April 2015
ASC Securite May 2014 - August 2014
TELUS June 2013 - August 2013
National Bank Financial May 2012 - October 2012
National Bank of Canada September 2010 - April 2012
National Bank Financial June 2009 - August 2009
National Bank Insurance Firm May 2008 - August 2008
Skills
Team Leadership, Teamwork, Marketing, Reliability, Coaching, Microsoft Office, Customer Service, Analytical Skills, Financial Analysis, PowerPoint, Management, Social Media, Sales, Marketing Strategy, Event Planning, Leadership
Education
Université de Sherbrooke 2015 — 2016
Master’s Degree, Marketing
École des sciences de la gestion (ESG UQAM) 2011 — 2015
Bachelor of Business Administration (BBA), Marketing & Human Ressources
Collège André-Grasset 2007 — 2010
DEC, Business Administration and Management, General
FINANCIERE BANQUE NATIONALE September 1990 - Present
National Bank Financial 1990 - Present
National Bank of Canada 2015 - 2015
National Bank of Canada 2015 - 2015
Trust General du Canada April 1987 - February 1990
Skills
Portfolio Management, Investments, Investment Management, Investment Strategies, Mutual Funds, Wealth Management, Bonds, Asset Allocation, ETFs, Fixed Income, Equities, Retirement Planning, Financial Markets, Structured Products, Alternative Investments, Tactical Asset..., Stock Picking, Options, Bond Markets, CPMS, Holistic Financial..., Portfolio Performance...
Education
Bishop's University 1984 — 1987
BA, Commerce / Économie
Ridley College 1976 — 1984
Cruise Experts Travel September 2015 - Present
Cruise Experts Travel December 2012 - August 2015
Daily Media Group May 2012 - December 2012
Inventa November 2011 - May 2012
NEWAD May 2011 - May 2012
Bacardi June 2009 - April 2010
Entrée Canada June 2008 - January 2009
Entrée Canada February 2008 - June 2008
Ante Up Clothing Inc August 2005 - January 2008
National Bank Financial September 2004 - August 2005
Skills
Microsoft Office, Business Communications, General Business..., Promotions, Social Media, Budgeting, Photoshop, Dreamweaver, Sales Presentations, Report Writing, Market Planning, Marketing Strategy, Twitter, Facebook, Event Planning, Business Planning, Digital Marketing, Customer Service, Negotiation
Education
British Columbia Institute of Technology
Bachelor of Business Administration
British Columbia Institute of Technology
Marketing Management Diploma
Lord Byng Secondary School
Dalhousie University 2010 - Present
Dalhousie University 2003 - Present
The Caldwell Partners 2000 - 2003
National Bank Financial 1996 - 2000
CIBC Wood Gundy 1993 - 1996
Skills
Collaborative Working, Business Intelligence, Knowledge Management, Collaboration, Marketing Research, Qualitative Research, University Teaching, Group Work, Information Retrieval, Information Seeking, Information Management, Information Policy, Special Libraries, Change Management, Social Media, Interdisciplinary..., Collaborative..., Library, Information Literacy, collab, Research, Higher Education
Education
Dalhousie University 2006 — 2014
PhD, Interdisciplinary
University of Toronto 1993 — 1996
MLS, Information Management
Queen's University 1984 — 1988
BAH, Politics, History
BMO Capital Markets April 2014 - Present
Crystalline Management August 2013 - April 2014
Dundee Capital Markets December 2012 - August 2013
Pavilion Advisory Group Ltd. August 2012 - December 2012
National Bank Financial August 2011 - September 2012
Skills
Bloomberg, Excel Modeling, Microsoft Office, Capital IQ, Financial Analysis, Financial Markets, Financial Reporting, French, English, Microsoft Excel, Investments, Risk Management, Equities, Valuation
Education
Concordia University 2011 — 2014
MBA with CFA integration, Finance
Concordia University 2007 — 2011
Bcomm, Finance
CFA Institute
Market Technicians Association
National Bank Financial June 2015 - Present
National Bank Financial August 2013 - June 2015
Caisse de dépôt et placement du Québec January 2012 - August 2013
Caisse de dépôt et placement du Québec May 2011 - December 2011
Dyneff - Groupe Rompetrol October 2009 - June 2010
GrDF May 2008 - June 2008
Skills
Bloomberg, RIMES, Capital IQ, Thomson One, MS Office Suite, VBA, SQL, InDesign, Photoshop, Microsoft Office, Investments, Financial Modeling, Capital Markets
Education
Université de Montréal - HEC Montréal 2006 — 2011
BBA - Trilingual program, Finance
Cass Business School 2009 — 2009
BBA - Exchange, Finance
National Bank Financial 2012 - Present
HSBC Securities 2007 - 2011
CIBC Wood Gundy 1997 - 2007
Skills
Canadian Investment..., Certified Financial..., Financial Management..., Chartered Strategic..., Fellow of the Canadian..., Insurance Agent
Education
British Columbia Institute of Technology 1995 — 1996
The University of British Columbia 1991 — 1995
Sentinel Secondary
n/a-freelance August 2012 - Present
Woodgren Community Services 2011 - Present
Matrix Research April 2012 - June 2012
CGI for National Bank Financial February 2002 - June 2009
National Bank Financial February 1999 - December 2001
Harlequin Enterprises February 1998 - December 1998
Star Data Systems, Inc. May 1997 - February 1998
Eaton's October 1994 - May 1997
Skills
Business Analysis, Project Management, IT Relationship..., Integration, Client Liaison, Software Project..., Management, Business Intelligence, Vendor Management, Change Management, Customer Satisfaction, Requirements Analysis, Leadership, Quality Assurance, Software Development
Education
Skills for Change 2014 — 2014
Medical Terminology
Canadian Securities Institute 2000 — 2001
CSC
Academia de Studii Economice din București 1979 — 1983
Bachelor of economics, Planning, Statistics and Information technology
CN Emanuil Gojdu 1975 — 1979
High School Diploma, Mathematics, Physics
Caisse de dépôt et placement du Québec November 2011 - Present
Caisse de dépôt et placement du Québec February 2010 - November 2011
Banque Nationale January 2008 - 2010
National Bank Financial June 2006 - December 2007
National Bank of Canada June 2006 - December 2007
CGI 2001 - 2006
Larochelle Gratton 1993 - 2001
DMR 1986 - 1988
Skills
Business Analysis, IT Strategy, Business Intelligence, Business Process, Change Management, Enterprise Architecture, IT Management, Integration, Governance, Solution Architecture
Education
École des sciences de la gestion (ESG UQAM) 1981 — 1984
BAA, Information Technology, Bachelor
Université de Montréal 1981 — 1983
Bacc, Informatique
Deloitte Canada November 2013 - Present
National Bank Financial June 2009 - January 2012
Skills
Accounting, Account Reconciliation, Internal Controls, Tax, Internal Audit, Data Reconciliation, Financial Accounting, IFRS, Financial Reporting, Auditing, ASPE, Team Leadership, Corporate Finance
Education
Concordia University 2010 — 2013
Bachelor of Commerce (B.Com.), Accounting
Upper Canada College 2006 — 2009
Ontario High School Diploma, Economics
Manulife Investments July 2014 - Present
Manulife Financial September 2009 - Present
Manulife Financial 2009 - 2015
Manulife Financial 2009 - 2015
BluMont Capital 2007 - 2009
National Bank Financial 2006 - 2007
Liberty Mutual Insurance 2002 - 2004
Skills
Mutual Funds, Wealth Management, Investment Strategies, Investments, Retirement Planning, Securities, Strategic Financial..., Equities, Investment Advisory, Asset Allocation, Asset Management, Portfolio Management, ETFs, Financial Advisory, Retirement, Financial Planners, Estate Planning, Investment Management, Alternative Investments, Fixed Annuities, Bonds, Wealth Management..., Wealth
Education
Northeastern University - Graduate School of Business Administration
MBA, Finance/Investments
University of New Hampshire
Legal Aid Ontario February 2015 - Present
Legal Aid Ontario October 2014 - February 2015
National Bank Financial June 2014 - October 2014
Independent Contract March 2014 - May 2014
Kobo Inc. April 2013 - January 2014
Koodo Mobile April 2012 - February 2013
Koodo Mobile August 2010 - April 2012
Scotiabank June 2007 - July 2010
Skills
Public Relations, Facebook, Customer Service, Social Media Marketing, Market Research, Digital Marketing, Advertising, Management, Bilingual, Email Marketing, Web Content, Blogging, Marketing Communications, Marketing Strategy, Banking, YouTube, Editing, SEO, Online Advertising, Mobile Advertising, Strategic Communications, Copywriting, Online Marketing, Content Management, Content Strategy, Content Writing, Writing, Translation, Web Design, Project Management, Copy Editing
Education
Centennial College 2015 — 2016
Professional Writing Program, Professional, Technical, Business, and Scientific Writing
University of Toronto 2004 — 2008
Bachelor of Arts (BA), French Studies
Canadian Payments Association January 2008 - Present
Glebe Community Association June 2013 - Present
National Bank Financial December 2003 - February 2006
Ottawa Community Loan Fund 2004 - 2006
Victorian Order of Nurses (Waterloo Wellington Dufferin Branch) June 2001 - January 2003
Business Development Bank of Canada November 1997 - June 2001
House of Commons/Senate of Canada October 1991 - August 1995
Skills
Community Engagement, Payments, Risk Management, Project Management, Policy Analysis, Financial Services, Team Leadership, Relationship Management
Education
University of Windsor 1995 — 1997
M.B.A.
The University of Western Ontario 1987 — 1991
BA Hons, Public Administration/Political Science
Athabasca University 2012 — 2017
University Certificate, French Language Proficiency
Morgan Stanley Wealth Management July 2011 - Present
National Bank Financial October 2009 - August 2011
National Bank Financial August 2006 - October 2009
Skills
Business Analysis, Securities, Financial Services, Management, Project Management, Process Improvement, Governance, PMO, Team Leadership
Education
Bishop's University 1998 — 2002
BBA, Business, Political Studies
National Bank Financial November 2012 - Present
Domtar November 2011 - November 2012
RBC Capital Markets March 2004 - November 2011
Merrill Lynch June 1998 - November 2002
Skills
Corporate Finance, Mergers, Corporate Development, Mergers & Acquisitions, Investments, LBO, Financial Structuring, Financial Modeling, Investment Banking, Strategy, Finance, IPO, Equities, Capital Markets, Business Development
Education
Wharton Business School 2001 — 2001
Executive Education Program, Finance & Strategy
CFA 1999 — 2001
CFA
HEC Montreal 1995 — 1998
B.A.A., Finance
Copenhagen Business School 1996 — 1996
International Management & Economics
HollisWealth, Global Wealth Management, Scotiabank November 2014 - Present
HollisWealth, Global Wealth Management, Scotiabank August 2012 - Present
National Bank Financial March 2005 - August 2012
Skills
Investments, Equities, Mutual Funds, Wealth Management, Investment Strategies
Education
CSI 2005 — 2012
Canadian Securities & Financial Planning
The University of British Columbia 2003 — 2004
Postgraduate Diploma, Accounting
Perm State Pedagogical University (PSPU) 1985 — 1991
Bachelor of Arts, Linguistics
Stress Management Centre Inc. April 2015 - Present
National Bank of Canada February 2014 - Present
The Corporation of the City of Markham August 2012 - Present
AServer Inc February 1998 - Present
Daily Racing Form May 2013 - February 2014
National Bank of Canada January 2007 - August 2012
IBM Canada Ltd. March 2003 - December 2006
National Bank Financial July 1999 - February 2003
WORLDPAC October 1998 - June 1999
First Marathon Securities Ltd February 1998 - October 1998
Skills
Java, J2EE Application..., J2EE Web Services, REST, XML, SOA, JBoss ESB, ATG Dynamo, WebSphere Portal, JMS, JavaScript, jQuery Mobile, Microsoft SQL Server, Oracle SQL, Sybase, AS400 system, RPG, Spring, Hibernate, MySQL, UML, Flex, BlazeDS, iBatis, EJB, Unix, Stored Procedures, Java Enterprise Edition, Tomcat, Struts, Enterprise Architecture, JSP
Education
Bauman Moscow State Technical University 1985 — 1991
Master's degree, Robotics and Automation Engineering, A
a privately held company October 2014 - Present
National Bank Financial April 2011 - October 2014
National Bank of Canada June 2009 - March 2011
Skills
Investments, Financial Services, Portfolio Management, Retirement Planning, Microsoft Excel, Finance, Derivatives, Relationship Management, Financial Risk, Credit Analysis
Education
Chartered Financial Analyst (CFA) Institute 2009 — 2011
CFA Charter, Regular Membership
Canadian Securities Institute 2009 — 2011
Canadian Securities Course (CSC), Finance & Investments
Concordia University 2006 — 2009
Bachelor of Commerce, Major in Finance
TD June 2015 - Present
National Bank Financial March 2011 - June 2015
Ruby Stein Wagner Chartered Accountants May 2008 - August 2008
Skills
Accounting, Problem Solving, Customer Service, Financial Analysis, Financial Reporting, Strategic Financial..., Investments, Investment Strategies, Bookkeeping, Wealth Management, Investment Advisory, Retirement Planning, Financial Planning
Education
Concordia University 2006 — 2009
BCOMM, Accountancy
CGI July 2004 - Present
National Bank Financial, Toronto, On April 1999 - February 2004
National Bank Financial April 1999 - February 2004
Skills
Troubleshooting, Technical Support, Hardware, Security, Software Installation, Storage, IBM iSeries, High Availability, Printers, Microsoft Excel, Management, Business Analysis, Information Technology, SDLC, Business Process..., Requirements Analysis, Process Improvement, Software Project..., Mainframe, Change Management, Microsoft SQL Server, Citrix
Education
Allama Iqbal Open University 1992 — 1996
Masters, Business Administration
Allama Iqbal Open University 1992 — 1996
Master of Business Administration (M.B.A.), Marketing
BDC May 2015 - Present
Little Fish Consultants August 2011 - Present
TD Insurance January 2015 - April 2015
TD Insurance April 2013 - December 2014
National Bank Financial August 2011 - March 2013
Sun Life Financial February 2011 - August 2011
Air Canada September 2010 - February 2011
Air Canada January 2010 - February 2011
Air Canada July 2009 - March 2010
Air Canada November 2008 - July 2009
Skills
Integration, Airlines, RFP, PMP, Business Analysis, Business Requirements, Quality Assurance, Program Management, Team Leadership, Visio, Customer Focus, Team Management, Customer Oriented, Leadership, Software Project..., Change Management, SDLC, Cross-functional Team..., Team Building, Process Improvement, Project Planning, CRM, Agile Methodologies, Analysis, Budgets, Business Intelligence, Business Process, Business Process..., Call Centers, ERP, IT Management, IT Service Management, IT Strategy, ITIL, MS Project, Management, Oracle, Outsourcing, PMO, Project Delivery, Project Management, Project Portfolio..., Requirements Analysis, Resource Management, Requirements Gathering, SOA, Security, Software Development, Software Documentation, Strategic Planning
Education
Project Management Institue 2010 — 2010
PMP, Project Management Professional
2003McGill Executive Institute 2003 — 2003
Project Management Certificate
Concordia University 1995 — 1996
Marketing
Champlain Regional CollegeSt 1993 — 1995
Diploma of Collegial Studies, Commerce
Lester B Pearson Comprehensive HS 1989 — 1993
High School Diploma
Beacon Securities July 2006 - Present
National Bank Financial May 2003 - January 2005
TD Bank June 2001 - May 2003
Skills
Valuation, Financial Modeling, Equity Research, Capital Markets, Investments, Equities, Corporate Finance, Fixed Income, Securities, Investment Strategies, Asset Management, Investor Relations, Equity Valuation, Financial Analysis, Bloomberg, Investment Banking, Portfolio Management
Education
Dalhousie University 2005 — 2006
MBA, Finance
Bishop's University 1996 — 2000
BBA, Finance and IB
Raymark 2015 - Present
Societe Gasbeau 2011 - 2015
Business Families Foundation 2011 - 2015
4B Strategies 2007 - 2011
STS Systems / NSB Group 2002 - 2007
Surefire Commerce 2001 - 2002
Zeroknowledge Systems May 2000 - May 2001
National Bank Financial May 1999 - May 2000
Citibank/Diners Club Canada September 1997 - May 1999
Banque Laurentienne September 1994 - September 1997
Skills
Strategic Planning, Management, Marketing, People Skills, Process Improvement, Leadership, Analysis, Business Strategy, Project Management, Team Building, Marketing Strategy, Budgets, System Administration, Strategy, Networking, Change Management, Finance, Management Consulting, CRM, Data Center, Human Resources, Contract Negotiation, Training, Project Planning, Telecommunications, Business Development, Coaching, Public Relations, Enterprise Software, ERP, Team Leadership, Team Management, Organizational..., Start-ups, Entrepreneurship, Time Management, Mergers & Acquisitions, Performance Management, Business Planning, Recruiting, Negotiation, Disaster Recovery, Social Media, Business Process..., Nonprofits, Program Management, Leadership Development, Consulting, Customer Service, Executive Coaching
Education
Concordia University 2008 — 2009
Certificate Program
McGill University 1983 — 1987
Bachelor of Arts (B.A.) Program
CEGEP - John Abbott College 1980 — 1982
DEC
Gibraltar Ventures November 2013 - Present
and Trustee Director in non-profit sector June 2012 - Present
National Bank Financial 2006 - May 2012
National Bank Financial 2003 - 2006
Scotia Capital 2000 - 2003
Scotia Capital 1998 - 2000
Citibank Canada 1998 - 1998
Citibank 1995 - 1998
BMO Nesbitt Burns 1987 - 1995
Skills
Mergers & Acquisitions, Investment Banking, Management, Telecommunications, Corporate Finance, Investments, Financial Modeling, Capital Markets, Portfolio Management, Valuation, Financial Analysis, Due Diligence, Mergers, Entrepreneurship, Venture Capital, Equities, Financial Services, Strategy, Business Development, Strategic Planning, Start-ups, Private Equity, Finance, Management Consulting, Business Strategy, Restructuring
Education
Western University 1985 — 1987
MBA, Finance
Concordia University 1980 — 1983
B.Comm, Accounting
Millward Brown March 2013 - Present
Ipsos ASI November 2010 - March 2013
Ipsos ASI February 2010 - November 2010
Ipsos ASI March 2008 - January 2010
National Bank Financial March 2007 - July 2007
Puig Prestige Beaute March 2006 - October 2006
Lledo Iluminación January 2004 - December 2004
Skills
Market Research, Consumer Insight, Marketing, Quantitative Research, Marketing Research, Consumer Behaviour, Advertising Research
Education
2002 — 2006
Master, Business
2005 — 2005
International Marketing
Lycee Chateaubriand
Lycee Chateaubriand
Lavron Solutions May 2015 - Present
adidas group September 2014 - March 2015
UQAM Université du Québec à Montréal February 2013 - August 2013
Sports Montréal inc. May 2013 - July 2013
Docindustries MCG September 2012 - April 2013
National Bank Financial August 2012 - February 2013
CSSS Champlain May 2011 - August 2011
Nun's Island Tennis Club/Sports Montréal 2006 - 2010
Skills
French, English, Spanish, Management, Teamwork, Microsoft Office, International Business..., International Business..., Business Strategy, Financial Analysis, International Relations, Social Media, SAP BW, SAP HANA, International Trade, Sales, Microsoft Excel, Marketing Strategy
Education
Université Panthéon Sorbonne (Paris I) 2013 — 2014
Master's Degree, Business Management and International Affairs
École des sciences de la gestion (ESG UQAM) 2010 — 2013
Bachelor’s Degree, Business Administration and Management, General
Universitat Rovira i Virgili
Estudiante de Intercambio, Gestión de Empresas y Finanzas
Autolinx Inc. July 2015 - Present
National Bank Financial December 2012 - September 2013
Ally Financial Inc. February 2011 - December 2012
Mikes Restaurant September 2008 - December 2010
Skills
Leadership, Customer service, Problem Solving, Communication, Close Attention to..., Familiar with..., Strategic thinker, Supply Chain Management, PowerPoint, Customer Service, Inventory Management, Microsoft Excel, Time Management, Microsoft Office, Microsoft Word, Teamwork, Logistics, Editing, Logistics Management, Project Management, Purchasing
Education
Concordia University 2009 — 2015
Bachelor's degree, Logistics, Materials, and Supply Chain Management
Scotia Capital August 2010 - Present
Scotiabank August 2010 - Present
ScotiaMcLeod October 2008 - July 2010
Scotia Capital October 2008 - July 2010
Scotiabank October 2008 - June 2010
National Bank of Canada 2001 - October 2008
National Bank Financial April 1999 - October 2008
First Marathon Securities 1994 - 1999
Skills
Securities, Equities, Capital Markets, FINRA, Fixed Income
Education
Canadian Securities Institute 1995 — 1999
CSC, CPH, Securities Industry
Centennial College 1991 — 1994
Business, Marketing, Accounting
SEI July 2015 - Present
BMO Nesbitt Burns July 2011 - June 2015
Standard Life February 2008 - July 2011
National Bank Financial September 2003 - February 2008
DundeeWealth Inc January 2002 - September 2003
Cambridge Mercantile April 2001 - December 2001
Skills
Sales, Finance, Financial Management, Microsoft Office, Trading, Investments, Technical Analysis, Networking, Business Development, Client Relationship..., Client Development, Asset Management, Portfolio Management, Equities, Fixed Income, Derivatives, Mutual Funds, Segregated Funds, Retirement Income..., Negotiation, ETFs, Wealth, Retirement Planning, Risk Management, Wealth Management, Financial Services, Managerial Finance, Investment Advisory, High Net Worth..., Financial Markets, Alternative Investments, Structured Products, Investment Management, Securities, Options, Bonds, Investment Strategies, Strategic Financial..., Hedge Funds, Banking, Asset Allocation, Pensions, Retirement, Financial Advisory, Capital Markets, Insurance, Estate Planning, Wealth Management..., Fixed Annuities, Bloomberg
Education
CFA Institute 2001 — 2004
CFA Charter
Concordia University 1995 — 1999
BComm, Finance
Vanier College 1991 — 1994
DEC, Social Sciences / Pure & Applied Sciences
EY March 2014 - Present
EY March 2014 - Present
Industrial Alliance Securities April 2013 - March 2014
GMP Securities September 2012 - April 2013
Dundee Capital Markets January 2012 - September 2012
National Bank Financial January 2011 - September 2011
Skills
Financial Modeling, Valuation, Equity Research, Investments, Capital Markets, Portfolio Management, Mergers & Acquisitions, Investment Banking, Market Research, Small Business, Leadership, Analysis, Business Analysis, Real Estate, IPO, DCF, Debt & Equity Financing
Education
Concordia University 2009 — 2011
BCOMM, Finance
CSI Institute
Canadian Securities Course (CSC)
Canadian Institute of Chartered Business Valuations
Canec International Ltd. 2007 - Present
M&A Transatlantic Consultant September 2003 - June 2007
National Bank Financial September 1998 - April 2003
UBS Investment Bank 1990 - 1998
National Bank of Canada April 1979 - August 1990
BCN 1979 - 1980
Skills
Corporate Finance, Mergers & Acquisitions, Investment Banking, M&A experience, Private Equity, Valuation, Mergers, LBO, Financial Services, Equities, Investments, Financial Modeling, Due Diligence, Corporate Development, IPO, Private Placements, Fixed Income, Finance
Education
California State University-Northridge 1975 — 1976
Master of Science, Finance
ESC Clermont-Ferrand 1971 — 1974
Bachelor Business Adm.
Groupe Ameublement Focus inc May 2015 - Present
Conciergerie Speico inc. February 2014 - May 2015
Groupe Progima November 2009 - February 2014
Kangaroo TV March 2008 - May 2009
National Bank Financial January 2007 - March 2008
Skills
Business Strategy, New Business Development, Sales Management, Marketing Strategy, Strategic Planning, Business Development, Marketing, Account Management, Event Management, B2B, Sales Manager
Education
Université du Québec à Montréal 2004 — 2007
BAA, Marketing
CEGEP - John Abbott College 2001 — 2003
DEC, Administration
Rigaud & Robinson Images February 2012 - Present
BMO 2011 - Present
IBM Canada June 2009 - April 2011
National Bank Financial April 2008 - June 2009
Videotron August 2007 - April 2008
Skills
TCP/IP, Routers, VPN, Remedy 7, Photoshop, After Effects, Final Cut Pro, Sony Vegas, Delphi 6, Borland C++ Builder, Premiere, SharePoint Designer, InfoPath Forms, Dreamweaver, VBScript, BMC Remedy
Education
MonsFormation 2000 — 2004
Bachelor in Computer Programmer Analyst, Computer Sciences
WD Latimer Co. December 2009 - Present
Infinium Capital Management April 2009 - December 2009
National Bank Financial January 2006 - November 2008
BMO Nesbitt Burns September 2000 - December 2005
Education
Dalhousie University 2006 — 2008
MBA, Financial Services
National Bank of Canada October 2014 - Present
National Bank of Canada May 2013 - October 2014
National Bank Financial January 2012 - May 2013
The ARB Group June 2011 - January 2012
Sun Life Financial December 2008 - October 2009
Skills
Financial Analysis, Investments, Bloomberg, Trading, Capital Markets, DCF Valuation, ThomsonOne
Education
Concordia University 2014 — 2017
Master of Business Administration (MBA), Finance
McGill University 2010 — 2012
Graduate Diploma in Finance
HEC Montréal 2006 — 2010
Bachelor of Business Administration (B.B.A.), Double Majors: Finance & Entrepreneurship
National Bank Financial August 2009 - Present
National Bank of Canada August 2009 - Present
CIT January 2008 - November 2009
Export Development Canada (EDC) June 2003 - December 2007
Wood & Company (investment bank/brokerage house) July 1999 - September 2001
Wood & Company (investment bank/brokerage house) October 1998 - July 1999
Wood & Company (investment bank/brokerage house) January 1997 - October 1998
RBC Dominion Securities May 1995 - December 1996
Skills
Financial Structuring, Credit Analysis, Loans, IPO, Business Development, Negotiation, Project Finance, Structured Finance, Corporate Finance, Financial Modeling, Capital Markets, Investment Banking, Private Equity
Education
George Brown College 2013 — 2016
Wine Specialist, Wine
McGill University 2002 — 2003
MBA, Strategic Management and Finance
Concordia University 1992 — 1995
Bachelor of Commerce, Major: Finance, Minor: International Business
George Brown College
BNP Paribas February 2015 - Present
BNP Paribas November 2012 - February 2015
National Bank Financial September 2008 - November 2012
RBC September 2006 - December 2007
Skills
Portfolio Management, Investments, Analysis, Banking, Customer Service, Loans, Financial Markets, Investment Banking, Risk Management, Credit, Management, Capital Markets
Education
Concordia University 2004 — 2006
B.Admin, International Business
McGill University 2000 — 2004
B.A, Philosophy and Economics
Richardson GMP January 2014 - Present
Macquarie Private Wealth January 2012 - December 2013
National Bank Financial 2002 - January 2012
TD Evergreen June 1993 - June 2003
Skills
Wealth Management, Investment Advisory, Investments, Mutual Funds, Investment Strategies, Finance, Retirement Planning, Asset Allocation, ETFs, Asset Management, Financial Services, Equities, Wealth Management..., Portfolio Management, Capital Markets, Securities, Alternative Investments, Bonds, Wealth, Financial Advisory, Fixed Income, Strategic Financial..., Options, Financial Planning, Innovation Management
Education
Concordia University 1980 — 1984
B.Comm., Marketing, Management, Finance
Vanier College 1977 — 1981
Architectural Technology
Canadian Securities Institute (CSI)
Chartered Investment Manager (CIM®)
Clear-Com February 2013 - Present
Eric Constantineau Photographie April 2004 - Present
Intelerad Medical Systems November 2011 - February 2013
Vantrix September 2008 - January 2011
Photo Service SA June 2010 - September 2010
Colubris Networks June 2006 - September 2008
National Bank Financial October 2004 - June 2006
OTSI October 2002 - August 2003
École de technologie supérieure (ÉTS) September 1999 - August 2002
INSA Lyon May 2001 - August 2001
Skills
Shell, Linux, Unix, Bash, Network Security, Security, Network Engineering, Firewalls, Ethical Hacking, awk, HTML, Photoshop, QA, QA Automation, DNS, DHCP, Solaris, RedHat, Irix, Windows, TCP/IP, Routers, NAT, nfs, Virtualization, High Availability, Wireless, Training Skills, Machining, Photography, Network Administration, Quality Assurance, Apache, Perl, Public Speaking, Photos, FTP, Red Hat Linux, Integration, Scripting, Digital Imaging, CentOS, VMware, Ubuntu, Shell Scripting, Servers, System Administration
Education
Dawson College 2005 — 2006
AEC, comptia linux and cisco ccna preparation course
École de technologie supérieure 1998 — 2002
b.ing, production automatisée - informatique industrielle
Cegep Saint-Laurent 1995 — 1998
DEC, Génie mécanique - conception mécanique
CAL 1988 — 1992
DES
RBC Dominion Securities May 2014 - Present
National Bank Financial September 2012 - March 2014
National Bank of Canada June 2010 - August 2012
Skills
Corporate Finance, Financial Analysis, Banking, Portfolio Management, Financial Modeling
Education
Concordia University 2009 — 2012
Bachelor of Commerce (BCom), Finance, General, Graduation december 2012
National Bank Financial April 2014 - Present
Minogue Medical Inc. January 2014 - April 2014
AFG Research March 2009 - June 2013
Université Laval September 2006 - December 2006
OSEO BDPME March 2006 - July 2006
DARTY June 2004 - August 2004
Skills
Capital Markets, Financial analysis, Economics, Financial reporting, •Quantitative analysis..., CFA, •MS Office Suite, •Survey programming..., Analysis, Project Management, Market Research, Competitive Analysis, Customer Segmentation..., Data Analysis, Financial Analysis
Education
Université Laval 2006 — 2008
Master of Science, Management and International Business
Ecole supérieure des Sciences commerciales d'Angers 2002 — 2008
Master's Degree in Management, Business Administration, Financial Management
National Bank Financial June 2013 - Present
Desjardins March 2009 - May 2013
Canaccord Genuity Wealth Management (Canada) March 2007 - March 2009
Merriam Solutions inc. April 2005 - June 2008
Skills
Finance, Securities, Investments, Estate Planning, Retirement Planning, Financial Services, Statement Analysis, Mutual Funds, Investment Strategies, Wealth Management, Financial Planners, Investment Advisory, Asset Allocation
Education
Dalhousie University
Master of Business Administration (MBA-FS), Financial Services, Candidate for Graduation
Concordia University
Bachelors of Finance
Plant City High School - FLORIDA
St. Thomas Aquinas - NEW HAMPSHIRE
National Bank Financial 1999 - Present
RBC Dominion Securities 1996 - 1999
Richardson Greenshields May 1988 - 1996
Tax Advantages Inc September 1987 - May 1988
Skills
Portfolio Management, Asset Management, Investments, Equities, Fixed Income, Alternative Investments, Asset Allocation, Wealth Management, Hedge Funds, Investment Strategies, Mutual Funds, Investment Advisory, Financial Modeling, Investment Management, Financial Analysis, Equity Research
Education
City University of Bellevue WA 1985 — 1987
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Capilano College 1985 — 1986
Commercial Music Program
VCC Langara 1982 — 1984
Philosophy and Business
University of Alberta 1979 — 1981
Biology, Invertebrate Zoology and Entomology
National Bank Financial March 2012 - Present
T.E. Wealth October 2008 - March 2012
Rycroft & Associates, Inc. January 2002 - September 2008
Rycroft & Associates Inc. November 1994 - January 2002
Kernaghan Adjusters Ltd November 1992 - April 1994
Regency Prescriptions August 1988 - November 1992
Skills
Retirement Planning, Strategic Financial..., Financial Planning, Financial Planners, Retirement, Estate Planning, Wealth
Education
Retirement Planning Association of Canada 2002 — 2002
Professional Retirement Planner (PRP) Designation, Retirement Planning
Canadian Securities Institute 1999 — 1999
Canadian Securities Course
British Columbia Institute of Technology 1995 — 1998
Associate Certificate in Financial Planning, Financial Planning
Toastmasters International
Competent Communicator Designation, Public Speaking
National Bank Financial January 2013 - Present
National Bank of Canada March 2009 - January 2013
National Bank of Canada January 2006 - March 2009
Standard Life Canada January 2005 - January 2006
Skills
Banking, Commercial Banking, Credit, Retail Banking, Loans, Credit Analysis, Lines Of Credit, Consumer Lending, Commercial Lending, Mortgage Lending, Personal Banking, Credit Risk, Small Business Lending, Cross Selling, Portfolio Management
Education
Concordia University 2010 — 2014
Master of Business Administration (MBA), Finance
Concordia University 2002 — 2005
Bachelor of Commerce (B.Com.), Accounting and Finance
National Bank Financial February 2015 - Present
M Partners Inc May 2014 - February 2015
Canaccord Genuity Inc. February 2013 - September 2013
Export Development Canada April 2012 - January 2013
Carleton University September 2008 - June 2012
QMJHL 2005 - 2008
Skills
Research, Microsoft Excel, PowerPoint, Market Research, Microsoft Office, Microsoft Word, Public Speaking, Teamwork, Time Management, Analysis, Data Analysis, Financial Modeling, Corporate Finance, Valuation, Finance
Education
Carleton University 2008 — 2012
Commerce, Finance
Memorial University of Newfoundland 2005 — 2008
Commerce
National Bank Financial March 2014 - Present
PI Financial Corp. March 1993 - Present
Skills
Capital Markets, Investment Banking, Equities, Investments, Securities, Private Placements, Investment Strategies, Portfolio Management, Asset Managment, Private Equity, Valuation, Trading, Mutual Funds, Wealth Management, Financial Modeling, Institutional Sales, Bloomberg, Corporate Finance
Education
CFA Institute
CFA, Chartered Financial Analyst
Carleton University
Bachelor's Degree, Economics
National Bank Financial 2013 - Present
Ontario Ministry of Economic Development, Employment and Infrastructure 2002 - 2013
Association of International Manufacturers of Canada 2000 - 2002
Skills
Business Development, Public Relations, Management, Event Planning, Leadership, Project Management, International...
Education
Colegio de Estudios Superiores de Administración
Bachelor of Business Administration (B.B.A.)
University of California, Los Angeles
Graduate Studies in Marketing, French and Italian
National Bank Financial June 2011 - Present
National Bank Direct Brokerage September 2010 - June 2011
National Bank Securities July 2008 - September 2010
CIBC World Markets August 2007 - July 2008
Skills
Mutual Funds, Equities, Investments, Financial Markets, Finance, Fixed Income, Derivatives, Portfolio Management, Wealth Management, Options, Asset Allocation, Trading, Financial Analysis, Securities, Equity Research, Investment Strategies
Education
CFA Institute
Chartered Financial Analyst
Canadian Securities Institute 2008 — 2008
Canadian Securities Course
Canadian Securities Institute 2008 — 2008
Canadian Practices Handbook
Bishop's University 2004 — 2006
B.B.A., Finance
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
BOMBARDIER April 2015 - Present
National Bank Financial September 2012 - April 2013
National Bank Financial June 2011 - September 2012
Air Canada May 2008 - November 2010
Education
Concordia University 2008 — 2011
Bachelors of Commerce, Major Finance Minor Economics
Concordia University
The Sign of the Skier 2012 - 2015
National Bank Financial April 2008 - August 2010
Camp Tamarack June 2009 - August 2009
Skills
Sales, Social Media, Film, Sports, Sales Process
Education
Bishop's University 2007 — 2012
Bachelor's Degree, Film/Cinema/Video Studies, Media and Classics
Northern Secondary School 2003 — 2007
High School
CIBC June 2015 - Present
Avidya Inc. January 2005 - Present
Trillium Gift of Life Network January 2015 - March 2015
GlencoreXstrata Plc August 2013 - August 2014
The Dominion of Canada General Insurance Company June 2011 - July 2013
Lafarge North America December 2008 - April 2011
National Bank Financial June 2008 - September 2008
Ministry of the Environment February 2008 - March 2008
Government of Ontario - Ministry of Children and Youth Services January 2007 - October 2007
CIBC November 2006 - January 2007
Skills
Cognos, Business Intelligence, Oracle, Databases, Microsoft SQL Server, SDLC, Data Modeling, OLAP, DB2, Business Analysis, Data Migration, Crystal Reports, SQL, Visual Basic, Cognos ReportNet, Data Warehousing, Insurance, Netezza, Cisco Information..., Agile Application..., Financial Reporting
Education
Delhi University
BA, Economics, English, Political Science
Confidential January 2012 - Present
International Business Conglomerate January 2010 - January 2012
University 2008 - 2008
University 2007 - 2008
National Bank Financial 2006 - 2007
United Arab Shipping Company (S.A.G.) 2005 - 2006
European Commission January 2004 - January 2005
Saudi Hollandi Bank January 2003 - January 2004
Kuwait Finance House June 2001 - January 2003
International Financial Data Services January 1999 - June 2001
Skills
Social Media, International Relations, Marketing Communications, Strategic Communications, Strategic Planning, Corporate Communications, Public Relations, International..., Research, Marketing Strategy, Editing, Event Management, Market Research, Media Relations, Project Management, Conflict Resolution, Operations Management, Board Development, Board Governance, Non-profit Board..., Corporate Advisory, Corporate Governance, Corporate Development, Corporate Identity, Marketing Management, Strategic Sourcing, Executive Development, Business Intelligence, Product Development, Product Management, Entrepreneurship, Operational Risk..., Economic Forecasting, Personnel Management, Divestitures, Social Entrepreneurship, Charities, Leadership, Business Development, Marketing, Fundraising, Strategy, International Business
Education
New York University
Doctor of Philosophy (Ph.D.), Industrial and Organizational Psychology
IAPPM
Certified Project Director (CPD) - GAQM, Project Management/Director
Columbia University in the City of New York
Master of Business Administration (MBA), International Business
Cornell University
Bachelor of Business Administration (B.B.A.), International Business/Trade/Commerce
The Sustainable Economist 2008 - Present
Ontario Nonprofit Network March 2014 - Present
Sheridan College September 2012 - Present
Ethical Markets Media August 2008 - Present
National Bank Financial July 2008 - November 2008
Climate Counts October 2007 - April 2008
Skills
Sustainability, Investments, Cleantech, Sustainability Strategy, Social Entrepreneurship, Corporate Social..., Economics, Triple Bottom Line, Sustainable Energy, Strategy, Public Speaking, Energy Policy, Research, Sustainable Development, Sustainable Business, Environmental Awareness, Environmental Policy, Community Development, Climate Change, Carbon Footprinting, Carbon, Renewable Energy, Entrepreneurship, Policy, Strategic Planning, Environmental Issues, Nonprofits, Energy, Sustainability..., Social Innovation, Due Diligence, Analysis, Sustainability Reporting, Qualitative Research, Policy Analysis, International..., Economic Development, Valuation
Education
Blekinge Institute of Technology 2007 — 2008
MSc, Strategic Leadership towards Sustainability
Dalhousie University 2002 — 2006
BA, Economics
University of King's College 2001 — 2002
FYP, Philosophy & Literature
Dundee Goodman Private Wealth September 2013 - Present
Cappino Physiotherapy and Wellness Center March 2011 - Present
National Bank Financial November 2011 - September 2013
Wellington West September 2009 - November 2011
PhysioSport Cappadocia January 2008 - February 2011
Laurentian Bank Securities November 2005 - November 2009
iForum Securities October 2001 - October 2005
Skills
Succession Planning, Investments, Strategic Financial..., Wealth Management, Insurance
Education
Canadian Securities Institute 2011 — 2011
Fellow of the Canadian Securities Institute (FCSI), Wealth Management
Queen's University 2009 — 2010
MBA, Strategy
CFA Institute 2006 — 2010
Candidate for the CFA designation, Finance
Canadian Securities Institute 2008 — 2009
Certified Investment Manager (CIM), Portfolio Management
Concordia University 1998 — 2001
BCOMM, Finance
West Island College 1992 — 1996
National Bank Financial March 2004 - Present
Computershare 2001 - 2004
Standard Life 1996 - 2001
Skills
Capital Markets, Equities, Investments, Wealth Management, Portfolio Management, Financial Modeling, Mutual Funds, Valuation, Fixed Income, Investment Banking, Derivatives, Financial Analysis, Corporate Finance, Investment Advisory, Equity Research, Banking, Risk Management, Credit, Credit Analysis, Finance, Change Management, Credit Risk
Education
Concordia University 1996 — 2000
Bachelor of Commerce (B.Com.), Finance, General
McGill University
Lean six sigma green belt, Operations Management and Supervision
HEC Montréal September 2015 - Present
KLB Group Canada/ on mission at BRP December 2013 - August 2015
DWBI Expert Inc. April 2013 - July 2013
Boehringer Ingelheim February 2006 - October 2011
National Bank Financial January 2001 - November 2004
Skills
Process Improvement, Microsoft Excel, Negotiation, Cross-functional Team..., Microsoft Office, Access, Budgets, Team Leadership, Data Analysis, Management, Life Sciences, Biotechnology, Pharmaceutical Industry, Project Management, Customer Service, Strategy, Analysis, Procurement, Purchasing
Education
HEC Montréal 2008 — 2015
Bachelor's degree, Business Administration and Management, with great distinction GPA 3.96/4.3
Concordia University 1992 — 1996
Engineering
HEC Montréal 2015 — 2016
Master’s Degree, M. Sc. Administration, Information Technology
Worldsight Organization June 2014 - Present
Merriman Capital, Inc. September 2013 - July 2014
Worldsight Organization May 2012 - August 2013
Rainmakers Private Equity October 2011 - June 2012
Worldsight Organization August 2008 - October 2011
Red Herring January 2007 - October 2008
Peritus Group 2004 - 2007
Desjardins Securities 2001 - 2004
Groome Capital 1999 - 2001
National Bank Financial 1997 - 1999
Skills
Investment Advisory, Capital Raising, Venture Capital, Private Equity, Investment Banking, Financial Structuring, Entrepreneurship, Corporate Development, Valuation, Investments, Due Diligence, Investor Relations, IPO, Mergers, Financial Modeling, Mergers & Acquisitions, Restructuring, Start-ups, Financial Services, Emerging Markets, Equities, International Business, Financial Analysis, Executive Management, Joint Ventures, Finance, Strategic Partnerships, Strategy, Management, Capital Markets, Angel Investing, Funding, Corporate Finance, Hedge Funds, Acquisition Integration, Business Planning, M&A experience, Structured Finance, Mutual Funds, Project Finance, LBO, Capital, Alternative Investments, Private Placements, Portfolio Management, Divestitures, Leveraged Finance, Asset Management, Business Modeling, Business Valuation
Education
Concordia University
Executive MBA, International Finance
Landry Investment Management Inc. May 2012 - Present
3iQ Corp. September 2012 - Present
Hedge Fund Association February 2014 - January 2015
National Bank Financial December 2011 - May 2012
Wellington West Capital 2006 - December 2011
West Island Chamber of Commerce 2010 - October 2011
Natural & Organic Food Group 2003 - 2007
MacDougall 2001 - 2006
@rgentum Management & Research 1998 - 2001
Gordon Private Client 1995 - 1998
Skills
Wealth Management, Equities, Investment Strategies, Portfolio Management, Investments, Mutual Funds
Education
Concordia University 1980 — 1983
MBA, Economics
John Rennie High School
Davies Ward Phillips & Vineberg LLP December 2014 - Present
Davies Ward Phillips & Vineberg LLP May 2012 - Present
The Aldo Group Inc. 2013 - 2013
BDC June 2010 - August 2010
National Bank Financial June 2009 - August 2009
Sagard June 2008 - August 2008
Education
Université de Montréal 2010 — 2012
L.L.B., Law
China University of Political Science and Law 2011 — 2011
Certification in Chinese Legal Systems, Law
CFA Institute 2010 — 2010
Obtained Level I
McGill University 2007 — 2010
Bachelor of Commerce, Finance
Marianopolis College 2005 — 2007
Honors Commerce
National Bank Financial June 2015 - Present
Coventry Blaze August 2014 - April 2015
HC Fiat Professional Wolfe October 2013 - April 2014
Vålerenga Ishockey AS January 2013 - May 2013
SHC Fassa December 2012 - January 2013
Lahti Pelicans July 2012 - October 2012
Anaheim Ducks February 2012 - April 2012
Edmonton Oilers October 2007 - February 2012
Ontario Hockey League August 2003 - April 2007
Skills
Sports, Sports Marketing, Sports Management, Athletics, Sports Industry, Professional Sports, Sports Coaching, Fitness, Athletic Training, Hockey, Microsoft Word, PowerPoint, Customer Service
Education
Coventry University 2014 — 2015
Master of Science (M.Sc.), Investment Management
Athabasca University 2007 — 2014
Bachelor's degree, Business/Commerce, General
Gannon University 2005 — 2007
Mercyhurst College 2005 — 2006
Ordre des travailleurs sociaux (OTSTCFQ) October 2015 - Present
Presima Inc. February 2015 - May 2015
Ordre des CPA du Québec April 2013 - June 2013
The Equitable Trust Company June 2012 - July 2012
Presima Inc. April 2010 - December 2010
Quebecor Media November 2009 - February 2010
KPMG August 2009 - September 2009
National Bank Financial September 2006 - December 2007
Centre St-Lambert (CHSLD) September 2002 - August 2005
Ernst & Young September 2000 - March 2002
Skills
Microsoft Office..., Microsoft Excel, Lotus Notes, Microsoft Word, PowerPoint, Access, Office Management, Customer Service, Administrative..., Spreadsheets, Accounting, Teamwork, Windows, Outlook, DOS, Harvard Graphics, Wordperfect, Lotus 123, Certified Anti-Money..., Phone Skills, Clerical Skills, Software Documentation, Adobe Acrobat, Kronos, Digital Photography, IT Audit, Accpac, Filing, Typing, Printers, Scanners, Internet, Financial Audits, Office Equipment, Public Speaking, Training Delivery, Hands-on Training, Invoicing, Creative Writing, Pivot Tables, Accounts Payable, Purchasing, Data Entry, Help Desk Support, Receptionist Duties, Translation, Presentations
Education
Concordia University 2009 — 2011
French Language, A
McGill University 1999 — 2000
B
EduMicro, Productivity Point, New Horizons (Centres de formation - Computer Training Centres) 1992 — 2000
Bureautique / Informatique - Office Software / Technology Training & Support
Champlain Regional College 1988 — 1991
College Diploma (D.E.C.), Human & Social Sciences, includes 8 Computer Science courses: average 88%
Dawson College 1980 — 1982
Electronics Technology, Average of 82%
Monsignor Harold Doran High 1976 — 1980
High School diploma (Sec. V), General Sciences
National Bank Financial June 2006 - Present
Skills
Wealth Management, Investments, Financial Analysis, Strategic Financial..., Equities, Portfolio Management, Retirement Planning, Investment Advisory, Asset Managment, Finance, Alternative Investments, Mutual Funds, Financial Advisory, Securities, Asset Management, Investment Strategies
Education
University of Alberta 1998 — 2004
BA, Economics
Capilano College
Barclays Investment Bank April 2014 - Present
DRI Capital May 2011 - December 2013
Rotman School of Management September 2009 - April 2011
National Bank Financial May 2010 - August 2010
The Woodbridge Company Limited April 2009 - September 2009
KPMG Advisory May 2007 - December 2007
Skills
Financial Modeling, Investments, Due Diligence, Private Equity, Financial Reporting, Bloomberg, Mergers & Acquisitions, Finance, Strategic Partnerships, Strategy, Operations Improvement, Biotechnology, Business Strategy, Business Development, Analysis, Corporate Finance, Financial Analysis, Investment Banking, Valuation
Education
University of Toronto - Rotman School of Management 2009 — 2011
MBA
Dalhousie University 2003 — 2008
BSc, Neuroscience and Biology
Branksome Hall 1999 — 2003
Marc Stern Consulting July 2015 - Present
Industrial Alliance January 2010 - July 2015
PWL Capital Inc 2008 - 2010
Investpro Securities Inc. 2006 - 2008
Desjardins Securities 2003 - 2006
Dundee Securities ltd. 1999 - 2003
National Bank Financial 1992 - 1999
Claridge Properties & Company Limited 1986 - 1991
Peat Marwick 1980 - 1986
Skills
MBA, CA, CIM, DMS,..., Derivatives, Wealth Management, Investments, Mutual Funds, Securities, Strategic Financial..., Equities, Portfolio Management, Asset Management, Capital Markets, Retirement Planning, Investment Advisory, Financial Analysis, Investment Strategies, Financial Modeling, Alternative Investments, Hedge Funds, Investment Banking, Options Strategies, Financial Services, Financial Markets, Personal Finance, Investment Management, Asset Allocation, Bloomberg, Bonds, Options, Fixed Income, ETFs, Equity Research, Financial Advisory, Trading, Due Diligence, Wealth, Private Equity, Structured Products, Equity Valuation, Valuation, Equity Trading, Hedging, Equity Derivatives
Education
McGill University
Diploma in Public Accounting
Pace University - Lubin School of Business
Pace University, MBA Finance
University of Cincinnati BA, Pace University MBA McGill University
University of Cincinnati, BA
École de technologie supérieure
Innovative Composites Inc. November 2012 - November 2013
National Bank Financial May 2010 - September 2010
Skills
Business Strategy, Business Analysis, Microsoft Office, Communication, Leadership, Sales, Direct Marketing, Product Marketing, Digital Marketing, Marketing, Business Development, Bookkeeping, Organization &..., Account Management, Customer Service, Coordination, Electronics, Events, Knowledge Management, Mathematics, Social Networking, Office Management, Problem Solving, Photoshop, Strategic Planning, QuickBooks, Qualitative Research, Recruiting, Writing, Mac OS X, Windows, Yoga, Youth Mentoring, Promotions, Trade Promotions, Brand Ambassadorship, Microsoft Suites, Social Media, Digital Media, Technology Integration, Mobile Technology, Team Leadership, Social Innovation, Digital Innovation, Multi Tasking, Creative Problem Solving, Data Analysis, Competitive Analysis, Market Analysis, Brand Management
Education
Dalhousie University 2007 — 2011
B. Management, Business Management
CIBC Private Investment Counsel March 2014 - Present
CIBC Private Investment Counsel September 2012 - March 2014
MFS McLean Budden November 2011 - September 2012
McLean Budden January 2007 - February 2012
National Bank Financial February 1995 - January 2007
Education
Bishop's University 1987 — 1992
B.A.
CTI CAPITAL August 2010 - Present
Investors Group Financial Services Inc. (securities) August 2004 - August 2010
National Bank Financial July 2003 - August 2004
Assante Capital Management May 1998 - October 2001
Skills
Trading, Fixed Income, Equities, Securities, Investments, Loans, Options, Futures, Trading Systems, Derivatives, Capital Markets, Portfolio Management, Hedge Funds, Proprietary Trading, Asset Management, Finance, Mutual Funds
Education
Canadian Securities Institute 2000 — 2012
Various See Notes
Concordia University 1998 — 2004
BA, Economics
Banque Nationale January 2013 - Present
Banque Nationale October 2011 - December 2012
National Bank Financial November 2009 - September 2011
Air Canada August 2008 - November 2009
IBM March 1996 - November 2009
IBM Canada March 1996 - November 2009
IBM Global Services March 1996 - November 2009
Bombardier August 2006 - August 2008
Bombardier Aerospace 2006 - August 2008
Skills
COBOL, DB2, Oracle, ETL, Data Warehousing, Business Intelligence, Unix, Solution Architecture, JCL, Business Analysis, Requirements Analysis, SQL, Data Modeling, Data Migration, Integration, Software Project..., PL/SQL, Agile Methodologies, Business Process
Education
Corcordia University 2007 — 2009
Finance, General, Undergraduate
Concordia University 1981 — 1987
Accounting and Finance, Undergraduate
C.E.G.E.P. Montmorency 1977 — 1980
D.E.C., Administrative science
Desjardins September 2014 - December 2014
National Bank Financial June 2012 - February 2013
Groupe ORONE January 2010 - March 2011
Logica June 2009 - November 2009
DMR-Fujitsu Conseil April 2008 - May 2009
DMR-Fujitsu Conseil November 2007 - March 2008
Skills
Business Intelligence, Data Warehousing, Integration, UML, ERP, Unix, Agile Methodologies, DB2, Data Warehouse, Méthodes agiles, Architecture, Solution Architecture, Intégration, Informatique...
Education
Université du Québec - Ecole de Technologie supérieure 2002 — 2005
M.Sc, IT security
agileDSS May 2004 - Present
National Bank Financial 2007 - 2007
ODESIA Solutions 2000 - 2004
Skills
Business Intelligence, Data Warehousing, Business Objects, ETL, Data Modeling, Business Intelligence..., Dimensional Modeling, OLAP, Data Warehouse..., Dashboard, Data Integration, Data Marts, Star Schema, Oracle Warehouse Builder, Business Analysis, Consulting, SQL, Integration, Analytics, Oracle, Business Process, Architecture, Solution Architecture, Agile Methodologies
Education
Université du Québec - Ecole de Technologie supérieure 2000 — 2005
Génie de la Production Automatisée
Natixis January 2015 - Present
CIBC World Markets May 2010 - January 2015
Dexia Credit Local July 2008 - March 2010
PricewaterhouseCoopers May 2007 - July 2008
Alcan December 2005 - May 2007
National Bank Financial January 2004 - November 2006
Bell Labs Lucent Technologies 2000 - 2003
Bell Canada 1996 - 2000
Skills
Project Finance, Renewable Energy, Due Diligence, Commercial Banking, Asset Management, Banking, Finance, Syndications, Public/private..., PPP, Equities, Corporate Finance, Capital Markets, Structured Finance, Infrastructure
Education
2001 — 2003
MBA, Finance
Université de Montréal - Ecole polytechnique de Montréal 1992 — 1996
Civil engineering
Seminaire Ste-Trinite 1985 — 1990
DNA Capital January 2015 - Present
DNA Capital July 2013 - January 2015
BMO Capital Markets November 2012 - April 2013
TD Securities May 2010 - November 2012
National Bank Financial February 2009 - June 2010
Genuity Capital Markets August 2008 - December 2008
CGI September 2007 - August 2008
Skills
Financial Modeling, Valuation, Capital Markets, Bloomberg, Investments, Equities, Equity Research, Equity Valuation, Hedge Funds, Investment Banking, Financial Markets, Private Equity, Portfolio Management, Corporate Finance, Derivatives
Education
Chartered Financial Analyst Institute 2005 — 2008
CFA, Finance
FHS Kufstein 2004 — 2005
Concordia University 2001 — 2005
BComm, Honors in Finance
Champlain - International Baccalaureate Program 1999 — 2001
DEC, Commerce
National Bank Financial January 2012 - Present
HSBC Securities October 2010 - December 2011
RBC Dominion Securities Inc April 2005 - October 2010
Stock Holding Corporation of India Limited 1994 - 2000
Skills
Wealth Management, Investment Advisory, Asset Allocation, Financial Advisory, Retirement Planning, Personal Finance, Wealth, Portfolio Management, Strategic Financial..., Investment Strategies, Wealth Management..., Equities, Securities, Fixed Income, Capital Markets, Alternative Investments, Asset Management, Investment Management, Derivatives, Hedge Funds, Bonds, Public Speaking, Insurance, Investments, Mutual Funds, Stocks, GICs, ETFs, RRSP, TFSA, High Net Worth...
Education
University of Mumbai 1996 — 1999
MBA, Finance
Delhi University 1989 — 1994
National Bank Financial June 1998 - Present
Whalen Beliveau and Associates September 1994 - June 1998
Skills
Jack of all trades,..., If you can't laugh at..., Wealth Management, Mutual Funds, Investment Strategies, Equities, Investment Advisory, Investments, Retirement Planning, Bonds, Asset Allocation, High Net Worth..., ETFs, Portfolio Management, Fixed Income, Strategic Financial..., Financial Markets, Asset Managment, Canadian Securities..., Alternative Investments, Structured Products, Securities, Derivatives, Options
Education
Concordia University 1990 — 1994
Bachelor of Commerce (B.Com.), Finance
National Bank Financial January 2010 - Present
CIBC Wood Gundy November 2004 - January 2010
Brockhouse Cooper June 2001 - April 2004
Education
Acadia University 1998 — 2001
TD Securities March 2014 - Present
National Bank Financial November 2011 - February 2014
Laurentian Bank Securities February 2011 - November 2011
Versant Partners September 2009 - February 2011
TD Newcrest May 2009 - September 2009
TD Newcrest May 2008 - August 2008
Equity Financial Holdings Inc. May 2007 - August 2007
Laurentien Bank of Canada May 2006 - August 2006
Education
Concordia University 2005 — 2009
Economics
Clarkson University 2004 — 2005
Bachelor, Financial analysis
Milton Academy
National Bank Financial February 2013 - Present
National Bank of Canada 2009 - Present
National Bank of Canada 2007 - 2009
National Bank of Canada 2006 - 2007
National Bank of Canada 2005 - 2006
Skills
Business Strategy, Marketing Strategy, Sales Management, Team Leadership, Coaching, Contract Negotiation, Banking, Wealth Management
Education
Concordia University 1998 — 2001
John Molson School of Business, Bachelor of Commerce, Management
Santa Monica College 1997 — 1998
Business Certificate Courses
National Bank Financial
Skills
Business Analysis, Business Requirements, Documentation, Requirements Analysis, Project Planning, Business Process, Visio, MS Project, Process Engineering, Business Process..., PMO, Risk Management
Education
Concordia University
Bachelor of Commerce, Accounting and Finance
Concordia University
Hydro Québec September 2008 - Present
JP Morgan October 2004 - September 2008
Fimat February 2001 - October 2004
National Bank Financial 1998 - 1999
Bourse de Montreal 1996 - 1999
Skills
Derivatives, Fixed Income, Capital Markets, Financial Markets, Equities, Options, Trading, Hedge Funds, Portfolio Management, Bonds
Education
Concordia University 1993 — 1996
Bachelor of Commerce, Finance
College Beaubois
College Beaubois
National Bank Financial Senior CounsellorFBN1999 - Present
National Bank of Canada 1998 - Present
Education
Concordia University
Bcom, Finance and Accounting
Sears Canada February 2010 - Present
Stuart Lammert & Co. March 2008 - February 2010
National Bank Financial July 2002 - March 2008
Salomon Brothers (currently Citigroup Capital Markets) March 1997 - January 2002
Skills
Investment Banking, Corporate Finance, Origination, Mergers, Valuation, IPO, Credit, Debt, Capital Markets, Financial Modeling, Executive Management, Mergers & Acquisitions, Private Equity, Risk Management, Equities, Banking, Securities, Financial Risk
Education
Dalhousie University 1992 — 1994
MBA, Business, Finance
The University of Western Ontario - Huron University College 1985 — 1989
Honours BA
Upper Canada College
Traverse Capital Partners August 2013 - Present
DVDT Partners September 2012 - Present
Agentia Capital Partners Ltd 2008 - 2012
Dundee Securities 2006 - 2008
Paradigm Capital 2004 - 2005
National Bank Financial 2002 - 2004
Thinksmith Corp. 2000 - 2002
Yorkton Securities 1995 - 2000
Scotia Capital 1993 - 1995
Dept. of Finance 1992 - 1993
Skills
Investment Banking, Quantitative Analytics, Fundamental Analysis, Capital Markets, Equity Research, Investments, Equities, Financial Modeling, Corporate Finance, Valuation, Private Equity, Mergers, Due Diligence, Venture Capital, Portfolio Management, Financial Analysis, Asset Managment, Hedge Funds, IPO, Investment Strategies, Finance, Investment Management, Strategy, Corporate Development, Asset Management, Mergers & Acquisitions, Financial Services, Alternative Investments, Fixed Income, Banking, Financial Advisory, Private Placements, Securities, Investor Relations, Trading, Bloomberg, Mutual Funds, Business Valuation, Equity Valuation, Derivatives, Financial Markets, Options
Education
Carleton University 1989 — 1991
MA, Political Science (International Relations)
The University of British Columbia 1982 — 1988
BA, Political Science
Lord Byng
Lord Byng
Lord Byng
Lord Byng
University of Virginia
Chartered Financial Analyst
Liberty Mutual Group Asset Management Inc. May 2014 - Present
King & Bay West Management Corp November 2012 - April 2014
Canaccord Genuity November 2009 - October 2012
Hatch Corporate Finance March 2008 - October 2009
BMO Capital Markets July 2005 - January 2008
National Bank Financial 2004 - 2004
Blake, Cassels & Graydon LLP January 2001 - January 2003
Skills
Capital Markets, Private Equity, Mergers, Corporate Finance, Securities, Securities Regulation, Mergers & Acquisitions, Private Placements, Due Diligence, Investments, Equity Research, Strategy, Investment Banking, M&A experience, Corporate Governance, Investor Relations, Valuation, Bloomberg, IPO, Fixed Income, Alternative Investments, Financial Modeling, Asset Management, Financial Analysis, Joint Ventures, Portfolio Management, Trading, Equities, Risk Management, Acquisitions, Corporate Development, Hedge Funds, Financial Services, Equity Valuation, Project Finance, Banking, Emerging Markets, Venture Capital, Derivatives, Restructuring, Structured Finance, Financial Structuring, Financial Markets
Education
The University of Western Ontario - Richard Ivey School of Business 2003 — 2005
Master of Business Administration (MBA)
National University of Singapore 2000 — 2000
LL.B.
Dalhousie University 1997 — 2000
LLB
University of Windsor
BComm
Montreal Exchange July 2007 - Present
National Bank Financial 2006 - 2007
Concordia University 2003 - 2005
TD Waterhouse 1997 - 2001
Skills
Options, Futures, Repo, Clearing Houses, Derivatives, Fixed Income, Equities, Financial Markets, User Acceptance Testing, Testing, Trading, Securities, Equity Derivatives, Financial Risk, Repossessions, Banking, Trading Systems, Analysis, Agile Methodologies, Mutual Funds, Portfolio Management, Requirements Analysis, Corporate Actions, SDLC, Financial Services, Quality Assurance, Visio, Electronic Trading, Test Cases, Software Quality..., FX Options, Quality Center
Education
Concordia University 2002 — 2003
Certificate, Computer Programming
Concordia University 1993 — 1997
BComm, Finance
Fiera Capital Corporation Inc. February 2013 - Present
Fiera Capital Corporation Inc. November 2010 - January 2013
National Bank Financial June 2006 - October 2010
Skills
Hedge Funds, Securities, Trading, Financial Markets, Risk Management, Mutual Funds, Alternative Investments, Capital Markets, Investment Advisory
Education
Concordia University
Master of Science (M.Sc.), Finance, General
Concordia University
Diploma in Institutional Administration
National Bank Financial August 2012 - Present
National Bank Financial January 2011 - November 2012
National Bank Financial January 2008 - February 2011
National Bank of Canada January 2006 - December 2007
Skills
Equities, Capital Markets, Derivatives, Fixed Income, Bloomberg, Financial Markets, Financial Services, Options, Mutual Funds, Investment Strategies, Bonds, Alternative Investments, Investments, ETFs, Asset Allocation, Equity Research, Securities, Equity Trading, Trading, Equity Derivatives, Investment Advisory, Electronic Trading, Wealth Management, Portfolio Management, Investment Management
Education
Concordia University 2002 — 2005
B.A. Econ, Economics
Canadian Securities Institute
Toron AMI International Asset Management June 2012 - Present
National Bank Financial November 2005 - June 2011
HSBC Securities 1996 - 2005
Skills
Investments, Asset Management, Portfolio Management, Banking, Securities, Wealth Management, Business Strategy, Change Management, Team Leadership, Organizational..., Guest Lecturing, Investment Management, Asset Managment, Investment Strategies, Equities, Risk Management, Management Consulting, Investment Advisory, Capital Markets, Alternative Investments, Mutual Funds, Fixed Income, Asset Allocation, Valuation, Bonds, Hedge Funds
Education
Boston University 2005 — 2006
Masters, Management
Wharton Business School 2001 — 2004
Executive Education
Bishop's University 1984 — 1989
BA, Business
Institute of Corporate Directors & University of Toronto's Rotman School
Not For Profit Governance Essentials Program, Management / Governance
Richardson GMP Limited September 2010 - Present
National Bank Financial November 1987 - September 2010
Skills
Investment Advisory, Wealth Management, Investments, Investment Strategies, Asset Allocation, Mutual Funds, finance, conseiller en finances, Financial Risk..., Wealth Management..., Stock Trading, Business Planning, Securities Market, Advisory through..., Portfolio Management, Equities, Securities, Asset Management, Wealth, Estate Planning
Education
Concordia University 1985 — 1987
Commerce & Political Science
University of Guelph 1984 — 1985
Pure and Applied Sciences
Cornwall Collegiate and Vocational School
Desjardins May 2010 - Present
Penson Financial Services 2004 - October 2010
NBCN 1999 - 2004
National Bank Financial 1997 - 1999
Skills
Risk Management, Financial Analysis, Business Process..., Management, Performance Management, Team Management, Team Leadership, Project Planning, Leadership, Analysis, Coaching, Training, Management Consulting, Business Process, Change Management, Business Analysis, Banking
Education
College Edouard Montpetit
Business Management: finance
Concordia University
National Bank Financial December 2013 - Present
National Bank Financial March 2013 - Present
National Bank Financial January 2009 - Present
Blackmont Capital April 2006 - December 2008
Canaccord Capital March 2005 - March 2006
GE Capital June 2004 - March 2005
Skills
Valuation, Equities, Capital Markets, Investments, Financial Modeling, Investment Banking, Equity Research, Bloomberg, Equity Valuation, Investment Strategies, Venture Capital, Securities, Hedge Funds, Corporate Finance, Alternative Investments, Portfolio Management, Fixed Income, Finance
Education
Dalhousie University 2002 — 2004
MBA, Finance, Strategy
St. Francis Xavier University 1998 — 2002
BBAH, Finance
Sapient Global Markets October 2012 - Present
BBSP Research May 2010 - September 2012
National Bank Financial September 2005 - July 2008
EFG-Hermes June 2004 - August 2004
Skills
Equities, Asset Management, Trading, FX, Bloomberg, Technical Analysis, Investments, Commodities, Excel, Microsoft Office, Equity Trading, Customer Service, Asset Managment, FX Options, Options, Derivatives, Financial Markets, Trading Strategies, Trading Systems, Hedging, Proprietary Trading, Commodity, Microsoft Excel
Education
Université de Montréal - HEC Montréal 2008 — 2009
MBA, Investment Management & Corporate Finance
McGill University 2003 — 2004
Certificate, Treasury/Finance
Concordia University 2000 — 2003
B.Comm, Information Systems, Marketing
Desjardins June 2003 - Present
Optimal Payments PLC December 2000 - June 2003
National Bank Financial January 1998 - December 2000
Skills
Cisco Technologies, Network Security, Firewalls, VPN, DNS, Security, TCP/IP, Network Architecture, Photoshop, iOS development, Photography, Objective-C, Xcode, Mobile Applications, OS X, Lightroom, Unix, Telecommunications, Integration
Education
Concordia University 1990 — 1993
Graduate Diploma, Computer Science
Concordia University 1980 — 1983
Bachelor of Fine Arts (BFA), Specialization Music Theory / Composition
Core Yield Capital Corp March 2012 - Present
National Bank Financial March 2011 - March 2012
SIACharts.com September 2009 - April 2011
Western Petroleum Commodities Inc May 2008 - September 2009
Leede Financial Markets Inc. December 2003 - May 2008
Canaccord Capital October 2001 - December 2003
CIBC World Markets June 1995 - July 2001
Education
Carleton University 1986 — 1989
BPA, Public Administration
National Bank Financial June 2008 - Present
Education
Durham College 2001 — 2004
Information Technology, Programming, Accounting
Avivagen Inc. March 2013 - Present
Department of Foreign Affairs August 2011 - Present
Microbix Biosystems March 2012 - Present
ScarX Therapeutics March 2013 - Present
Trillium Therapeutics Inc. August 2012 - February 2013
Bioniche Life Sciences June 2006 - April 2012
Blackmont Capital January 2004 - May 2006
National Bank Financial September 2000 - January 2004
National Bank Financial March 1993 - September 2000
Majendie Securities Limited March 1992 - March 1993
Skills
Venture Capital, Biotechnology, Mergers & Acquisitions, Corporate Development, Strategy, Business Strategy, Lifesciences, Mergers, Valuation, Business Development, Corporate Finance, Due Diligence, Commercialization, Business Planning, Investment Banking, Regulatory Affairs, Pharmaceutical Industry, IPO, Vaccines, Drug Development, Biopharmaceuticals, Licensing, Strategic Planning, Infectious Diseases, Equity Research, M&A experience, Divestitures, Financial Modeling, Oncology, Financial Analysis, Private Placements, Negotiation, Leadership, Finance, Private Equity, Technology Transfer, Emerging Markets, Clinical Development, FDA, Start-ups, Executive Management, Management, Financial Structuring, Entrepreneurship, Equities, Investments, Investor Relations, Restructuring, Scuba Diving, Life Sciences
Education
Canadian Securities Institute 2002 — 2002
Partners, Directors & Senior Officers Qualifying Exam
AIMR (CFA) 1991 — 1992
CFA, Level One
Concordia University 1988 — 1990
B.Comm
CEGEP - John Abbott College 1986 — 1988
D.E.C., Pure & Applied Sciences
Gaz Métro October 2014 - Present
CIRANO January 2014 - April 2014
Conseil du patronat du Québec October 2013 - November 2013
The International Civil Aviation Organization September 2013 - October 2013
National Bank Financial January 2012 - September 2012
HSBC Securities November 2009 - December 2011
Skills
Econometrics, Corporate Finance, Bloomberg Terminal, Fixed Income, Financial Markets, Derivatives, Asset Allocation, Data Analysis, Capital Markets, Valuation, Financial Modeling, Trading, Wealth Management, Bonds, Credit Analysis, Hedge Funds, Marketing, Matlab, Portfolio Management, Asset Management, Finance, Bloomberg, Investments, Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Stata
Education
Université de Montréal 2012 — 2013
Master of Science (M.Sc.), Economics
CFA Institute 2010 — 2010
Concordia University 2007 — 2009
Bachelor of Arts (B.A.), Economics
McGill University 2006 — 2006
Political Science and Government
Graduate Institute of International and Development Studies 2005 — 2006
International Relations and Affairs
University of Geneva 2004 — 2006
International Relations and Affairs
SunOpta November 2014 - Present
National Bank Financial August 2012 - August 2014
National Bank Financial April 2012 - August 2012
Grafton Securities November 2011 - February 2012
Skills
Investment Strategies, Equity Research, Financial Markets, Private Equity, Financial Modeling, Equities, Investment Banking, Real Estate, Securities, Derivatives, Equity Valuation, Capital IQ, Capital Markets, Corporate Finance, Investments, Portfolio Management, Due Diligence, Accounting, DCF, Managerial Finance, Mutual Funds, Bloomberg, Hedge Funds, Financial Analysis, Trading, Asset Management, Finance, Bloomberg Terminal, Valuation, Mergers & Acquisitions, Fixed Income, Vendor Management
Education
Dalhousie University 2008 — 2012
Bachelor of Commerce Co-op
Martingrove Collegiate Institute 2004 — 2008
goGreen LED Lighting Ltd. June 2009 - Present
National Bank Financial April 2008 - Present
Education
British Columbia Institute of Technology
Sales & Marketing, International Trades and Transportation
Hampton Securities Ltd September 2010 - November 2012
Credit Suisse Securities (Canada), Inc July 2007 - March 2009
National Bank Financial January 2005 - June 2007
Merrill Lynch Canada Inc January 2000 - January 2005
Skills
Equities, Equity Trading, Capital Markets, Fixed Income, Trading, Electronic Trading, Options, Securities, Bloomberg, Derivatives, Trading Systems, Investments, Structured Products, Asset Management, Hedge Funds
Education
Concordia University
Bachelor of Commerce, Administrative Management
Sabbatical July 2015 - September 2015
Longview Asset Management Ltd. February 2015 - June 2015
Fiera Properties Ltd. 2011 - 2015
National Bank Financial April 2011 - August 2011
Osler, Hoskin & Harcourt LLP November 2008 - March 2011
Merrill Lynch (Midland Walwyn) July 1993 - July 2004
Skills
Outlook, Administration, Visio, Microsoft Office, Software Documentation, Management, Marketing, Access, Human Resources, Event Planning, Time Management, Customer Service, Equities
Education
Durham College 2008 — 2010
Priority Management
Time Management skills
St. John's Ambulance
BMO Nesbitt Burns March 2013 - Present
Financière Banque Nationale February 1995 - March 2013
National Bank Financial February 1995 - March 2013
Skills
Wealth Management, Financial Analysis, Financial Services, Fixed Income, Wealth Preservation..., Wealth Accumulation..., Multi-generational..., Intergenerational..., Portfolio Management, Portfolio Optimization, Fixed Income Analysis, Asset Management, Retirement Planning
Education
Concordia University 1989 — 1993
Bachelor of Commerce and a major in Finance, Finance
Champlain 1986 — 1988
Seminaire Saint-Francois 1981 — 1986
PricewaterhouseCoopers Corporate Finance Inc. 2007 - Present
National Bank Financial 2004 - 2007
Maritime Life (now Manulife Financial) 2001 - 2004
Skills
Investment Banking, Mergers & Acquisitions, Corporate Development, Corporate Finance, Mining, Business Development, Creative Financing, Commercial Banking, Written & Oral..., Written Communication, Research, Valuation, Finance
Education
Acadia University 1994 — 1998
BBA, Business
Essilor September 2012 - Present
Independent Communications Contractor March 2012 - August 2012
Événements sportifs Rooths May 2011 - February 2012
Montreal Juniors Hockey Club May 2010 - April 2011
Q the Feast January 2009 - May 2010
National Bank Financial January 2005 - November 2008
MacDougall, MacDougall & MacTier Inc. (3Macs) February 2004 - December 2004
MacDougall, MacDougall & MacTier Inc. July 2002 - December 2003
Thomson Kernaghan & Co. November 1998 - July 2002
Thomson Kernaghan & Co. January 1991 - November 1998
Skills
Event Management, Public Relations, Marketing Communications, Social Media, Leadership, Event Planning, Sponsorship, Fundraising, Social Networking, Project Management, Key Client Relationships, Sales, Press Releases, Strategic Planning, Program Management, Advertising, Copywriting, Organization, Experiential Events, Presentations, Public Speaking, Sports Marketing, Sports Management, Ice Hockey
Education
Bishop's University 1984 — 1988
Bachelor of Arts (BA), Economics and Business
Saint John High School 1981 — 1984
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Bell Canada December 2012 - Present
Bell Canada October 2010 - November 2012
TD Wealth Management August 2010 - December 2010
Dundee Wealth Management October 2008 - August 2010
National Bank Financial May 2007 - September 2008
Fidelity Investments, June 2006 - April 2007
Sun Life Financial May 2005 - June 2006
Skills
Quality Assurance, Test Planning, Manual Testing, Quality Center, User Acceptance Testing, QTP, SDLC, Test Strategy, System Testing, Oracle, Regression Testing, Unix, DB2, Requirements Analysis, Microsoft SQL Server, Test Cases, Test Automation, HP Quality Center, SharePoint, Software Quality..., TFS, SoapUI, Microsoft Test manager, MS SQL, WSDL, UAT coordination, Post Production, SQL, Agile Testing, UML, GUI, Load Testing, Team Leadership, Vendor Management, JIRA, Neoload, LoadRunner, QA Engineering, Project Status Reporting, PMO, Project Management, Process Improvement
Education
Andhra University
Msc, Mathematics
National Bank Financial January 2014 - Present
National Bank of Canada January 2012 - January 2014
National Bank of Canada June 2006 - December 2011
Vancouver Premier College September 2005 - September 2007
Invesco Canada (Invesco Trimark) August 2004 - March 2006
Manulife Securities August 2003 - August 2004
Education
Simon Fraser University 1997 — 2002
Bachelor of Business Administration (BBA), Finance
Chulalongkorn Mahawitthayalai 2001 — 2001
Bachelor of Commerce (BCom), International Business
Mercury Capital Corp. 2006 - Present
Orion Financial Inc. 2004 - 2006
National Bank Financial 2000 - 2004
Peters & Co. Limited 1998 - 2000
Canaccord Capital 1996 - 1998
Gordon Capital 1994 - 1995
Gordon Capital 1993 - 1994
Gordon Capital 1991 - 1993
Skills
Private Equity, Capital Markets, Equities, Fixed Income, Asset Management, Investments, Asset Managment, Hedge Funds, Alternative Investments, Management, Valuation
Education
Dordt College 1987 — 1991
Bachelor’s Degree, Business Administration (Honors) & Accounting (Honors)
TMX Group, Montreal Exchange September 2010 - Present
TMX Group, Montreal Exchange May 2005 - September 2010
TMX Group, Montreal Exchange May 2002 - April 2005
National Bank Financial September 1997 - July 2001
ADP Canada July 1995 - October 1997
Skills
Compliance, Derivatives, Financial Markets, Options, Securities, Trading, Bloomberg, Customer Relations, Fixed Income, Capital Markets, Valuation, Business Analysis, Customer Service, MIS, Microsoft Office, English, Wine Tasting, Electronic Trading, Equity Derivatives, Equities, Mathematics, Trading Systems, Risk Management, Portfolio Management
Education
Concordia University 1991 — 1994
BComm, Finance
Edward Jones November 2000 - Present
National Bank Financial October 1992 - October 2000
Burns Fry September 1988 - June 1992
Skills
PowerPoint, Canadian Securities..., CPH, Canadian Traders License, Microsoft Office
Education
University of Windsor 1984 — 1986
Bachelor, Sports Administration
George Brown College 1980 — 1982
diploma, Fitness and Lifestyle Management
Carleton University 1976 — 1980
Arts, Spanish
Carleton University 1976 — 1980
Bachelor of Arts (BA), Spanish and Comparative Literature
National Bank Financial
Skills
Capital Markets, Portfolio Management, Equities, Wealth Management, Fixed Income, Mutual Funds, Investments, Alternative Investments, Investment Strategies, Investment Advisory, Financial Services, Asset Allocation, Bonds, Asset Management, ETFs, Management, Hedge Funds, Securities, Equity Research, Investment Management, Investment Banking
Education
Bishop's University 1976 — 1979
Trinity College School 1970 — 1974
National Bank Financial
Skills
Equities, Securities, Bloomberg, Derivatives, Hedge Funds, Trading, Financial Markets, Prime Brokerage, Investments, Equity Derivatives, Financial Services
Education
Concordia University
Bachelor of Arts, Psychology
Borealis Infrastructure February 2014 - Present
Borealis Infrastructure August 2013 - February 2014
National Bank Financial August 2011 - August 2013
Laurier Student Investment Fund July 2010 - July 2011
Wilfrid Laurier University September 2010 - December 2010
FirstService May 2010 - August 2010
Education
Aarhus School of Business 2011 — 2011
Bachelor of Business Administration, International Exchange
Wilfrid Laurier University 2007 — 2011
Bachelor of Business Administration, Finance
PSP Investments July 2013 - Present
National Bank Financial November 2009 - July 2013
Desjardins Securities September 2008 - November 2009
First Canadian Title May 2006 - August 2008
Desjardins Securities April 2005 - May 2006
Desjardins Trust April 2001 - April 2005
Skills
Securities, Settlement, Corporate Actions, Financial Markets, Derivatives, Branch Banking, Account Reconciliation, Trading, Investments, Capital Markets, Financial Markets..., Reconciliations, Investment Banking, Cash Management, Operations Management, Leadership
Education
McGill University 2004 — 2006
Graduate Certificate, Management - Leadership
Concordia University 1994 — 1997
BAC, Finance
Canadian Securities Institute
Shoppers Drug Mart February 2012 - Present
Shoppers Drug Mart April 2009 - March 2012
Oliver Wyman 2006 - 2009
National Bank Financial August 2000 - August 2004
Skills
Marketing, Analysis, CRM, Strategy, Retail, Cross-functional Team...
Education
Rotman School of Management 2004 — 2006
MBA
Bishop's University 1996 — 2000
BBA, Finance, Economics
CFA Society 2000 — 2002
Earned the right to use the CFA designation
National Bank Financial January 2012 - Present
HSBC Securities November 2007 - December 2011
Education
Carleton University
Bachelor of International Business
Renmin University of China
WestBrick Energy Ltd. February 2013 - August 2013
Facility for Architectural Research in Media and Mediation May 2012 - August 2012
Solo Traveller August 2011 - December 2011
WestBrick Energy Ltd. May 2011 - August 2011
Cinema Politica (McGill) September 2008 - May 2011
National Bank Financial May 2010 - August 2010
Aerosion Ltd. May 2009 - August 2009
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2013 — 2016
Master of Architecture (M.Arch.)
McGill University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Scotiabank Global Banking and Markets 2012 - Present
Laurentian Bank Securities 2008 - 2012
Scotiabank Global Banking and Markets 2004 - 2008
National Bank Financial 2002 - 2004
Office of the Auditor General of Canada 1997 - 2002
Education
CPA Canada
Corporate Finance Program
CFA Institute
CFA
Concordia University
Bachelor's Degree, Major in Accounting and Minor in International Business
McGill University
Diploma in Accountancy
National Bank Financial April 2008 - Present
E*Trade November 2004 - April 2008
Skills
Equities, Capital Markets, Options, Financial Markets, Electronic Trading, Trading Systems, Equity Trading
Education
Brock University 1988 — 1992
Bachelor's degree, Political Science and Government
Ridley College 1984 — 1987