National Bank Financial
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National Bank Financial Employees
Match-Trade Technologies LLC February 2014 - Present
Marque 3 LLC July 2007 - Present
Avalon Capital Holdings November 2004 - July 2007
Financial Media Group, Inc. (formerly known as Giant Jr. Investments Corp.) February 2003 - November 2004
National Bank Financial August 2001 - August 2002
Scotia Capital 2000 - 2001
Saudi Methanol Company August 1997 - July 1999
Tata Chemicals December 1994 - July 1997
Skills
Mergers, Financial Modeling, Corporate Development, Due Diligence, Strategy, Finance, Investments, Investment Banking, Risk Management, Equities, Business Development, Restructuring, Financial Structuring, Cross-functional Team..., IPO
Education
Global Association of Risk Professionals 2003 — 2003
Certification
The University of Western Ontario - Richard Ivey School of Business 1999 — 2001
Master of Business Administration (MBA)
Western University 1999 — 2001
Masters
National Bank Financial December 2002 - Present
Skills
Corporate Finance, Financial Modeling, Capital Markets
Education
HEC Montréal 1986 — 1988
Master of Business Administration (MBA), Finance and Financial Management Services
Laval University
Bachelor of Applied Science (B.A.Sc.)
Applied Broadband 2004 - Present
Colorado Environmental Business Alliance 2001 - 2003
National Bank Financial 1995 - 1999
Skills
Marketing, Marketing Communications, Strategic Partnerships, Marketing Strategy, Strategic Planning, Strategy, Entrepreneurship, Product Management, Event Management, Program Management, Event Planning, Online Marketing, Direct Marketing, Integrated Marketing, Public Relations, Media Planning, Sales
Education
Emerson College 2000 — 2001
Master's degree, Global Marketing, Communication and Advertising
The University of Calgary
Bachelor of Arts (B.A.), Sociology
National Bank Financial May 2015 - August 2015
INTL FCStone Inc. May 2014 - August 2014
Mothering Mother LLC May 2013 - August 2013
Kilcoo Camp 2010 - 2013
USA Hockey 2007 - 2012
Skills
Microsoft Office, Public Speaking, Teamwork, Financial Modeling, PowerPoint, Social Networking, Management, Investment Banking, Microsoft Excel, Financial Analysis, Mergers & Acquisitions, Bloomberg, Microsoft Word, Leadership, Time Management, Research, Social Media
Education
Ivey Business School at Western University 2014 — 2016
Honors Business Administration
Western University 2012 — 2014
Management & Organizational Studies
National Bank Financial 2014 - Present
Canaccord Genuity Inc. 2008 - 2014
Wellington West 2003 - 2008
Fidelity Investments 1998 - 2003
Mackenzie Investments 1995 - 1998
Midland Walwyn Capital 1977 - 1995
Skills
Investment Banking, Equities, Capital Markets, Wealth Management, Fixed Income, Investments, Hedge Funds, Valuation, Bloomberg, Alternative Investments, Portfolio Management, Financial Markets, Asset Management, Corporate Finance, Equity Research
Education
University of Waterloo 1973 — 1977
Bachelor's Degree, Social Sciences
Harvard Business School 2003 — 2003
Strategic Leadership Diploma
University of Pennsylvania - The Wharton School 2000 — 2002
SIA Diploma
McGill University 2001 — 2001
Finance Diploma
Champlain Financial Corporation 2013 - Present
National Bank of Canada 2012 - 2013
National Bank Financial 2009 - 2012
Société Générale de Financement 2008 - 2009
Deloitte & Touche 2004 - 2008
Skills
Corporate Finance, Business Valuation, Auditing, Due Diligence, Investment Banking, Accounting, Financial Advisory, Valuation, Mergers & Acquisitions, Private Equity, Marché des capitaux, Business Strategy, Finance d'entreprise, Financial Analysis, Valeur commerciale
Education
York University 2007 — 2009
CBV
Canadian Institute of Chartered Accountants (CA)
HEC Montréal 2004 — 2005
Graduate Diploma, Chartered Accountancy
Université Laval 2001 — 2004
BCom
Robic 2010 - 2013
Bombardier Aerospace 2009 - 2010
BNP Paribas 2007 - 2009
National Bank Financial 2006 - 2007
Skills
Corporate Law, Legal Research, Due Diligence, Legal Writing, Intellectual Property, Legal Advice, Licensing, Corporate Governance, Corporate Finance, Trademarks, Contract Law, Legal Compliance, Civil Litigation, Commercial Litigation, Lease Negotiations, Contract Negotiation, Droit des sociétés
Education
École du Barreau du Québec 2011 — 2012
Formation professionnelle, Droit
Université de Montréal 2010 — 2011
Juris Doctorate (J.D.), Common law
Université de Montréal 2007 — 2010
Bachelor of Laws (LL.B.), Droit
McGill University 2003 — 2006
Bachelor of Science (B.Sc.), Physiology and experimental medicine
Telecon 2014 - Present
Accuracy July 2013 - 2014
Corporate Financial Advisory Services Firm September 2011 - June 2013
Yellow Pages Group / Groupe Pages Jaunes – Canada 2003 - 2011
Quad/Graphics (formerly Quebecor World) 1999 - 2003
National Bank Financial 1997 - 1999
Southam Inc. 1995 - 1997
Bell 1993 - 1995
TC Transcontinental 1989 - 1993
RBC Capital Markets 1985 - 1989
Skills
Business Strategy, Strategic Planning, Private Equity, Corporate Development, Due Diligence, Restructuring, Capital Markets, Strategic Partnerships, Executive Management, Investment Banking, Investor Relations, New Business Development, Valuation, M&A experience, Mergers, Corporate Finance, Strategy, Business Planning, IPO, Competitive Analysis, Entrepreneurship, Divestitures, Investments
Education
Harvard Business School 1983 — 1985
MBA, International Finance
Royal Military College St. Jean 1974 — 1979
Bachelor of Business Administration (B.B.A.), Finance and General Management
Desjardins Securities November 2014 - Present
Laurentian Bank Securities July 2011 - November 2014
Laurentian Bank Securities December 2008 - June 2011
Laurentian Bank Securities May 2007 - December 2008
MaisonBrison October 2006 - April 2007
National Bank Financial April 2003 - May 2006
RBC Capital Markets March 2002 - April 2003
Merrill Lynch & Co June 1999 - February 2002
Skills
Equity Research, Capital Markets, Financial Modeling, Investor Relations, Equities, Equity Trading, Long Distance Running, Financial Analysis, Financial Markets, Equity Valuation, Securities, Trading, Investment Banking, Finance
Education
HEC Montréal 1995 — 1998
BBA, Finance
Jean-de-brebeuf
FNB Capital Asset Management September 2014 - Present
National Bank Trust & National Bank Investments April 2012 - September 2014
Natcan September 2008 - March 2012
National Bank Financial August 2007 - September 2008
National Bank Financial 1999 - 2007
National Bank Financial 1994 - 1999
National Bank Financial (formerly Lévesque Beaubien Geoffrion) 1988 - 1994
National Bank Financial (formerly Lévesque Beaubien Inc.) 1986 - 1988
Skills
Asset Managment, Investments, Investment Strategies, Portfolio Management, Mutual Funds, Alternative Investments, Asset Allocation, Fixed Income, Wealth Management, Asset Management, Equities, Investment Advisory, Capital Markets, Hedge Funds, Gestion d'actifs, Gestion de portefeuille, Investissements
Education
McGill University 1981 — 1983
Master's degree in Business Administration (MBA)
Revera Inc. April 2015 - Present
Sunrise Senior Living June 2014 - Present
Kruger Products L.P. June 2014 - Present
Revera Inc. January 2013 - March 2015
Public Mobile Inc. October 2009 - December 2012
J Richmond & Co. October 2008 - October 2009
National Bank Financial April 2001 - October 2008
Riptide Communications December 1999 - October 2000
Call-Net Enterprises/Sprint Canada April 1992 - December 1999
TD Securities September 1988 - April 1992
Skills
Mergers, Corporate Finance, Corporate Development, Telecommunications, Business Strategy, Private Equity, Product Marketing, IPO, Financial Modeling, Forecasting, Investments, Mergers & Acquisitions, Entrepreneurship, Executive Management, Finance, Investment Banking, Cross-functional Team..., Venture Capital, Due Diligence, Start-ups, Project Management, Mobile Devices, Business Development, Equities, Strategic Financial..., Leadership, Strategy, Private Placements, Management, Restructuring, Product Management, Change Management, Business Planning, Strategic Planning, Corporate Law, New Business Development, Management Consulting, Strategic Partnerships, Acquisitions, Financial Analysis
Education
University of Toronto - Rotman School of Management 2009 — 2010
ICD.D, Institute of Corporate Directors
The University of Western Ontario - Richard Ivey School of Business
MBA, with distinction
The University of British Columbia
B.A.Sc., Electrical Engineering
MAG Energy Solutions June 2013 - Present
National Bank Financial April 2011 - June 2013
FSLHEC Fond Standard Life April 2010 - May 2011
Financière Banque Nationale March 2009 - May 2010
NBCN. Financiere Banque Nationale May 2008 - March 2009
HEC Montreal 2008 - 2008
Skills
Bloomberg, Portfolio Management, Thompson One, Investments, Financial Analysis, Trading, Fixed Income, Equities, Financial Modeling, VBA, Risk Management, Financial Risk, Derivatives, Bonds, Financial Markets, Options
Education
2010 — 2011
M-sc, Finance de marché
2005 — 2008
BAA, Finance de marché
FNB Capital Asset Management 2014 - Present
National Bank of Canada - Private Wealth 1859 2009 - 2014
National Bank Financial 1997 - 2009
National Bank Financial (formerly Levesque Beaubien Geoffrion Inc.) 1995 - 1997
Honeywell 1991 - 1994
J.P. Morgan 1986 - 1990
Skills
Portfolio Management, Asset Allocation, ETFs, Alternative Investments
Education
INSEAD 1990 — 1991
MBA
Harvard University 1982 — 1986
BA, History
Phillips Academy Andover 1980 — 1982
Loyola High School (Montreal) 1976 — 1980
CIBC January 2015 - Present
Scotiabank May 2012 - September 2014
OPTIMUS SBR July 2011 - May 2012
Scantech Automation Inc. 2008 - 2011
Fraser Mackenzie 2007 - January 2008
Dynamic Timing Inc. 2002 - 2007
National Bank Financial 2000 - 2002
Midland Walwyn / Merrill Lynch 1996 - 1998
Education
Queen's University 1988 — 1992
B.Sc., Electrical Engineering
Humber College 2010 — 2010
Certificate, Project Management
Ontario Society of Professional Engineers 1988 — 1992
P.Eng., Electrical Engineering
CFA Institute
CFA
Martingrove CI
GE Capital January 2015 - Present
GE Capital May 2014 - January 2015
Hydro Québec March 2012 - May 2014
American Iron & Metal June 2011 - March 2012
Desjardins June 2010 - September 2010
Frito Lay May 2007 - May 2010
Desjardins May 2009 - October 2009
National Bank Financial May 2008 - September 2008
Skills
Commercial Banking, Lease Financing, Corporate Finance, Business Development, Banque commerciale, Financement, Finance d'entreprise, Analyse financière, Derivatives, Hedging, Bloomberg, Capital IQ, VBA, SQL, Matlab, Trading, Equities, Risk Management, Commodity Risk..., Commodity, Electricity Markets, Options, FX trading, FX Derivatives, FX Hedging, Foreign Exchange, Fixed Income, Financial Modeling
Education
Université de Sherbrooke 2010 — 2011
M.Sc., Finance
Université de Montréal - HEC Montréal 2009 — 2010
D.E.S.S., Professions financières
Université de Montréal - HEC Montréal 2006 — 2009
B.A.A., Finance
National Bank Financial January 2014 - Present
National Bank of Canada October 2012 - January 2014
National Bank of Canada January 2011 - October 2012
National Bank Financial May 2008 - September 2009
Montreal Exchange 2007 - 2008
Skills
Gestion de projet, Gestion de portefeuille, Obligations/titres à..., Marché des capitaux, Vente de solutions, Investissements..., Ressources humaines, Hedge Funds, Stratégie..., Distribution d'actifs, Portfolio Management, Asset Allocation, Financial Analysis
Education
University College Dublin 2009 — 2010
Master of Science (M.S.), Finance, Upper Second Class Degree (2:1)
2005 — 2008
BBA, Finance
Université Nancy 2 2006 — 2006
National Bank Financial June 2009 - Present
National Bank Financial August 2008 - February 2009
Skills
Investments, Bloomberg, Financial Modeling, Equity Research, Equities, Financial Analysis
Education
CFA Institute 2007 — 2010
Université de Sherbrooke 2007 — 2008
M.Sc., Finance
HEC Montréal 2004 — 2007
B.B.A., Finance
National Bank Financial February 2008 - Present
CIBC World Markets September 2006 - January 2008
Skills
Fixed Income, Structured Products, Derivatives, Options, Equities, Commodity, Investments, Financial Services, Wealth Management, Portfolio Management, Financial Markets, Capital Markets, Investment Strategies, Financial Advisory, Structured Finance
Education
Université de Montréal - HEC Montréal 2003 — 2006
Bachelor of Business Administration (B.B.A.), Market Finance
École Polytechnique de Montréal 2002 — 2003
Bachelor of Engineering (B.Eng.), Computer Engineering
Collège Ahuntsic 2000 — 2002
Natural Sciences, Pure and Applied Science, CÉGEP, or two-year pre-university
Canadian Securities Institute
Louis-Riel
National Bank Financial September 2014 - Present
RBC Capital Markets September 2012 - September 2014
Scotia Capital December 2008 - March 2011
Scotia Capital October 2007 - November 2008
Skills
Financial Modeling, Financial Analysis, Risk Management, Excel, Research, Valuation, Capital Markets, Analysis, Business Strategy, Corporate Finance, Financial Services, Equities, Microsoft Excel, Investments
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2012
MBA
University of Toronto 2003 — 2008
Honours Bachelor of Arts, Political Science
National Bank Financial September 2013 - Present
Manitoba Hydro International January 2013 - June 2013
Manitoba HVDC Research Centre September 2011 - December 2012
Associates of the Asper School of Business April 2011 - September 2011
Marsh Canada Limited May 2010 - September 2010
Skills
Wealth Management, Investments, Financial Planning, Estate Planning, Retirement Planning, Research, Insurance, Education Planning, Financial Analysis
Education
Asper School of Business, University of Manitoba 2008 — 2013
Bachelor of Commerce (Honours)
Université de Montréal 2013 — 2013
French Language Course
Ecole supérieure de Commerce de Bordeaux-Ecole de Management / Bordeaux Business School 2012 — 2012
Finance & Marketing
XPND Capital May 2011 - Present
iPerceptions May 2012 - Present
Fondation Marie-Vincent August 2013 - Present
BJM DANSE MONTRÉAL (Les Ballets Jazz de Montréal) October 2012 - July 2014
Orchestre de la Francophonie April 2013 - Present
Messier Maris & Associés - Paris January 2009 - May 2011
Messier Partners New York September 2004 - January 2009
TD Securities March 2004 - September 2004
National Bank Financial June 2001 - March 2004
Skills
Private Equity, Venture Capital, Angel Investing, Investment Banking, M&A experience, International Business..., Financial Analysis, Financial Modeling, Business Strategy, Corporate Development, New Business Development, Corporate Finance, Finance, Mergers & Acquisitions, Capital Markets, Start-ups, LBO, Due Diligence, Strategy, Entrepreneurship
Education
CFA Institute 1999 — 2002
Chartered Financial Analyst (CFA)
HEC Montréal 1999 — 2001
Master es Sciences, Finance
HEC Montréal 1996 — 1999
B.Com., Finance
National Bank Financial January 2013 - Present
Desjardins March 2010 - January 2013
RBC July 2004 - March 2010
Sysco Canada 2003 - 2004
Alpnet 1998 - 2001
UPS 1987 - 1997
Skills
Wealth Management, Equities, Mutual Funds, Strategic Financial..., Investments, Retirement Planning, Financial Advisory, Investment Advisory, Portfolio Management, Asset Allocation, Asset Management, Wealth Management..., Management
Education
Canadian Securities Institute 2013 — 2013
Wealth Management Essentials, Investments and Securities
Landmark Education 2012 — 2015
Coach, Self-expression and Leadership
Université de Québec à Montréal 2007 — 2009
Master of Business Administration (MBA), Finance and Financial Management Services
Canadian Securities Institute 2003 — 2003
Canadian Securities Course, Investments and Securities, Honours
McGill Triathlon Club
McGill University
Centennial Regional 1978 — 1983
National Bank Financial August 2015 - Present
BMO Nesbitt Burns March 2012 - July 2015
BMO Nesbitt Burns August 2010 - February 2012
BMO February 2010 - July 2010
Skills
Microsoft Office, Customer Service, English, ThomsonOne, Charles River IMS, Maximizer, Bloomberg, Salesforce.com, Paltrak, Trading, Asset Allocation, Business Development, Strategic Financial..., Capital Markets, Risk Management, Wealth Management..., Alternative Investments, Asset Management, Equity Research, Investment Strategies
Education
HEC Montréal 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
HEC Montréal 2010 — 2011
Certificate, Financial Planning and Services
National Bank Financial March 2015 - September 2015
National Bank Financial November 2012 - March 2015
National Bank Financial July 2011 - November 2012
Wellington West Capital Markets February 2008 - July 2011
Wellington West Capital Markets February 2008 - August 2010
Skills
Corporate Finance, Trading, Securities, Equities, Settlement, Middle Office, Bloomberg
Education
George Brown College 2009 — 2011
Event Planning and Management Certificate
The University of Western Ontario 2003 — 2007
Bachelor of Science, Honours Degree, Double major in Physiology and Biology
National Bank Financial February 2015 - Present
Paradigm Capital January 2014 - February 2015
Nexen July 2013 - January 2014
Nexen July 2012 - July 2013
Nexen August 2011 - July 2012
Talisman Energy January 2010 - August 2010
TD Bank January 2009 - August 2009
Skills
Cash Management, Treasury, Corporate Finance, Financial Reporting, Accruals, Cash Flow Forecasting, Financial Statements, Financial Analysis, Financial Modeling, Valuation, Variance Analysis, Financial Risk, Natural Gas, Acquisitions, Divestitures
Education
University of Alberta 2006 — 2011
Bachelor of Commerce - Cooperative Education Program with Distinction, Finance
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2011
Exchange Program
CFA Institute 2012 — 2014
Chartered Financial Anaylst, Finance, General
Financière Banque Nationale September 1997 - Present
National Bank Financial September 1997 - Present
Equifax Canada 1988 - 1997
Deloitte, Touche September 1983 - September 1988
Skills
Gestion de patrimoine, Gestion de portefeuille, Planification..., Placements, Gestion de risques..., Planification fiscale, Planification..., Wealth Management, Portfolio Management, Holistic Financial..., Investments, Risk Management..., Tax planning, Estate planning
Education
HEC Montréal 1980 — 1983
BAA, Comptabilité publique
Collège André Grasset 1977 — 1980
DEC, Sciences pures
Collège Jean-Eudes 1972 — 1977
Études secondaires, Secondaire V
École Sainte-Anne, Montréal 1965 — 1972
Études primaires, 6è année
Desjardins Financial Security November 2010 - Present
Standard Life of Canada May 1999 - May 2006
Montreal Stock Exchange 1994 - 1999
National Bank Financial January 1994 - December 1994
JFS Entreprises November 1984 - November 1989
Levesque Beaubien Inc./National Bank Financial November 1984 - May 1989
Education
HEC Montréal 1991 — 1995
Finance
Université du Québec à Montréal 1981 — 1983
Business Administration
Collège Ahunstic 1976 — 1979
Social Science - Option Law
National Bank of Canada June 2014 - Present
National Bank of Canada January 2013 - June 2014
National Bank of Canada January 2010 - January 2013
National Bank of Canada August 2008 - January 2010
Grenoble École de Management September 2006 - June 2008
National Bank Financial February 1999 - May 2006
PricewaterhouseCoopers September 1988 - February 1999
Skills
MBA, Chartered Accountant, Financial Analysis, Banking, Strategy, Financial Modeling, Strategic Financial..., Risk Management, Corporate Finance, Business Process..., Finance, Financial Risk, Basel III, Economic Capital, Business Analysis, Change Management, Credit Risk
Education
Grenoble Ecole de Management 2006 — 2009
MBA, Finance
Université Laval 1985 — 1988
BAA, Administration
Banque Nationale December 2013 - Present
L'Oréal October 2011 - November 2013
International Business Machines July 2010 - June 2011
Fauteux, Bruno, Bussière, Leewarden November 2008 - February 2010
CGF February 2007 - June 2008
National Bank Financial June 2005 - August 2006
Education
HEC Montréal 2011 — 2014
MBA
HEC Montréal 2006 — 2007
DESS-CP, Graduate degree in public accounting
HEC Montréal 2002 — 2006
BAA, Bachelor degree in business administration specialized in profesional accounting
National Bank Financial April 2014 - Present
Toll Cross Securities, Inc. March 2013 - March 2014
Nestle Waters April 2011 - March 2013
HydroGeoLogic, Inc. January 1999 - April 2011
Skills
Cross-functional Team..., Strategy, Strategic Planning, Project Management, Budget, Budgets, New Business Development, Management Consulting, Training, Leadership, Program Management, Research, Data Analysis, Financial Analysis, Entrepreneurship, Energy, Business Strategy, Project Planning, Analysis
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2009
M.B.A.
University of Waterloo 1995 — 1998
M.Sc., Applied Earth Sciences
University of Waterloo 1990 — 1995
B.Sc., Applied Earth Sciences
Redoaks Management Consulting Inc. March 2009 - Present
SickKids Foundation April 2011 - August 2014
TMG International Inc. January 2011 - April 2011
Luminato, Toronto Festival of Arts and Creativity September 2009 - August 2010
National Bank Financial 2005 - 2009
Celestica Inc. 2000 - 2004
Canadian Imperial Bank of Commerce 1998 - 1999
Nortel 1984 - 1998
Ericsson Communications 1981 - 1984
Bell Canada 1974 - 1981
Skills
Sales Management, Brand Architecture, Strategic Planning, Marketing Strategy, Business Strategy, Marketing Communications, Strategic Partnerships, Marketing, Social Media Marketing, Team Leadership, Leadership, Integrated Marketing, Cross-functional Team..., Corporate Communications, Business Development, Change Management, Event Management, Social Media, Market Research, Product Management
Education
Memorial University of Newfoundland
B.Sc. (Hons.), Chemistry, physics, mathematics
The University of Western Ontario - Richard Ivey School of Business
MBA
podlegal.ca August 2015 - Present
Comités pour entrepreneurs February 2014 - Present
OXO Translations March 2015 - August 2015
Spiegel Sohmer Inc. August 2014 - January 2015
Brouillette & Associés January 2014 - August 2014
Norton Rose Fulbright June 2013 - December 2013
Norton Rose June 2011 - June 2013
Bombardier Aerospace June 2012 - July 2012
Club de droit des affaires et investissement de l'Université de Sherbrooke February 2010 - May 2011
National Bank Financial May 2008 - August 2008
Education
École du Barreau du Québec 2012 — 2012
Law
Université de Sherbrooke 2009 — 2012
LL.B, Civil Law
Université catholique de Lyon 2011 — 2011
Student Exchange, Law
Harvard University 2010 — 2010
Summer School
Université de Montréal - HEC Montréal 2006 — 2009
Bachelor of Business Administration (BBA), Finance
CIBC World Markets May 2015 - Present
Professionals Financial August 2014 - April 2015
PlanPlus Inc. October 2011 - August 2014
National Bank Financial May 2006 - September 2011
Frankona Re 1994 - 1995
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Wealth Management..., Investments, Wealth, Investment Strategies, Estate Planning, Financial Planners, Asset Allocation, Asset Management, Bonds, Financial Planning, Risk Management, Financial Advisory
Education
Université de Sherbrooke 2006 — 2009
Diplôme en fiscalité, Concentration en planification financière
Institut québécois de planification financière 2003 — 2003
Diplôme de Planificateur financier
HEC Montréal 2000 — 2002
Certificat en administration, Planification financière
National Bank Financial July 2011 - Present
Wellington West Capital Inc. January 2007 - December 2011
Skills
Valeurs mobilières, Gestion de portefeuille, Conseils en gestion de..., Fonds communs de..., Certificats de..., Projection financière, Service à la clientèle..., Régime Enregistré..., Régime Enregistré..., Réseautage professionnel, Régime Enregistré..., Compte d'Épargne Libre..., Assurances, Hypothèques, Ponctualité, Transparence et..., Planification..., Transfert d'entreprise, Fonds négociés en..., Philantropie, Billets structurés, Programmation Excel, Actions accréditives
Education
B. A. A., Finance de marchés
B.A.A., Finance de marchés
Canadian Securities Institute (CSI)
Cours sur le commerce des valeurs mobilières (CCVM)
Canadian Securities Institute (CSI)
Notions Essentielles en Gestion de Patrimoine
Collège Ahuntsic
D.E.C., Administration
Collège Stanislas
D.E.S.
Université de Montréal - HEC Montréal
Certificat en planification financière personnelle, Finance
PTC Therapeutics June 2013 - Present
Credit Suisse March 2004 - May 2013
National Bank Financial July 2002 - March 2004
Education
Ivey Business School at Western University 2000 — 2002
MBA
Queen's University 1992 — 1998
BEng, BSc, Chem Eng; Life Sciences
TD Securities September 2013 - Present
National Bank Financial May 2012 - August 2012
Dundee Wealth May 2011 - 2011
JKA Architect January 2008 - 2011
Vancouver Coastal Health February 2006 - 2009
Skills
Financial Modeling, Bloomberg, Financial Analysis, Quantitative Analytics, Investments, Corporate Finance, Economics, Valuation, PowerPoint, Investment Banking, Microsoft Office, Time Management, Teamwork, Microsoft Excel, Customer Service
Education
Sauder School of Business, University of British Columbia 2009 — 2013
Bachelor of Commerce (Honours), Finance
HEC Paris 2013 — 2013
International Exchange Program
HSBC June 2015 - Present
National Bank Financial 2013 - Present
Canaccord Genuity Inc. 2010 - 2012
Skills
Capital Markets, Financial Modeling, Equity Research, Valuation, Bloomberg, Equities, Investment Banking, Equity Capital Markets, Portfolio Management, Hedge Funds
Education
CFA Institute
The University of Western Ontario - Richard Ivey School of Business
Master of Business Administration (MBA), Accounting and Finance
Chartered Professional Accountants of Ontario
CPA, Accounting
Investors Group Financial Services Inc. 2009 - Present
Hampton Securities 2003 - 2009
National Bank Financial 1999 - 2003
RBC Capital Markets 1997 - 1999
TSX Group 1995 - 1997
Skills
Strategic Financial..., Tax Planning, Retirement Planning, Estate Planning, Insurance Planning, Investments, Equities, Cash Flow and Debt..., Education Savings, Mutual Funds, Capital Markets, Wealth Management, Equity Trading, Securities, Financial Services, Options, Investment Strategies, Finance, Financial Planners, Financial Advisory, Financial Markets, Investment Management, Trading Systems, Asset Management, Derivatives, Financial Risk, Technical Analysis, Market Data, Portfolio Management, Financial Planning
Education
McGill University 1990 — 1994
Bachelor of Arts (B.A.), English Literature
Burnaby South 1987 — 1990
International Baccalaureate Program
National Bank Financial 1995 - 2013
National Bank of Canada 1990 - 1995
Skills
Capital Markets, Risk Management, Corporate Finance, Portfolio Management, Mergers, Financial Modeling, Financial Analysis, Commercial Banking, Cash Management, Mergers & Acquisitions, Fixed Income
Education
HEC Montréal
M.B.A., Finance & International Management
RBC Dominion Securities March 2008 - Present
National Bank Financial December 2006 - March 2008
Scotiabank February 2006 - December 2006
TD Canada Trust April 2004 - February 2006
Skills
Wealth Management
Education
Canadian Securities Institute 2012 — 2012
Chartered Investment Manager, Portfolio Management
Candian Securities Institute 2005 — 2012
Financial Management Advisor
Kwantlen University College 2001 — 2004
Business Management
Unhaggle Inc. January 2011 - Present
National Bank Financial August 2008 - January 2011
Desjardins Securities May 2007 - August 2007
CIT May 2006 - August 2006
Education
The University of Western Ontario - Richard Ivey School of Business 2004 — 2008
HBA
ACE Canada Conseils et Services Inc. February 2013 - Present
Deloitte & Touche Corporate Finance Canada Inc. May 2011 - December 2012
Business Development Bank of Canada January 2010 - November 2010
Norvest Capital Partners Inc. January 1998 - December 2009
Bank of Montreal July 2006 - January 2009
GE Capital October 1996 - January 1998
Penfund Management Limited October 1991 - October 1996
National Bank of Canada August 1990 - October 1991
National Bank of Canada February 1990 - August 1990
National Bank Financial July 1985 - February 1990
Skills
Corporate Finance, Private Equity, Investment Banking, Mezzanine, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1983 — 1985
M.B.A., Finance
McGill University 1978 — 1981
B.A., Economics
Collège Jean-de-Brébeuf 1976 — 1978
DEC
Westmount High School 1971 — 1976
National Bank Financial January 2011 - Present
National Bank of Canada January 2015 - Present
National Bank of Canada May 2008 - July 2008
Multiple Awnings June 2007 - July 2007
Multiple Awnings July 2006 - August 2006
Le Club Laval-sur-le-Lac June 2005 - August 2005
Saint-Sauveur December 2002 - April 2004
Skills
Creative Problem Solving, Investments, Financial Planning, Wealth Management, Finance, Customer Satisfaction, Mutual Funds, Portfolio Management, Retirement Planning, Investment Advisory, Investment Strategies, Equities, Financial Analysis, Bloomberg, Fixed Income, Asset Managment, Strategic Financial..., Asset Management, Alternative Investments
Education
HEC Montréal 2006 — 2010
Finance, Business Administration
Universidad Pontificia Comillas 2009 — 2009
Business
Kent School 2004 — 2006
High School Diploma
Selwyn House School 1994 — 2004
Secondary V Diploma
Sutton Group January 2009 - Present
National Bank Financial 2008 - Present
NATIONAL BANK OF CANADA August 2004 - Present
Education
HEC Montréal 2000 — 2003
Prodago April 2013 - Present
Cirque du Soleil August 2013 - Present
Desjardins July 2014 - Present
Standard Life November 2013 - May 2014
National Bank of Canada February 2010 - March 2013
Bell Mobility 2008 - 2009
National Bank Financial 2003 - 2007
Schering-Plough Pharmaceutical 2002 - 2003
Confédérations des syndicats nationaux 1999 - 2001
Hydro Québec (Argo-Tech) 1998 - 1999
Skills
Business Intelligence, Data Quality, Data Modeling, Data Governance, Data Warehousing, Management, Data Management, ETL, Business Process, Business Analysis, Master Data Management, Software Development, Data Integration, Data Risk Management, Data Quality Management, Requirements Analysis, Business Intelligence..., Analysis, Integration, Enterprise Architecture, Strategy, Agile Methodologies, SDLC, Solution Architecture, PMO, Dynamic Speaker, Experienced Speaker, Application Development, Governance, Dashboard, Data Marts, Requirements Gathering
Education
HEC Montréal 1994 — 1997
M.B.A., Finance - IT systems
Université de Montréal - Ecole polytechnique de Montréal 1986 — 1991
Bachelor, Mecanical Engineering - Project Management
Travailleur indépendant March 2011 - Present
National Bank Financial July 2000 - March 2011
RGA September 1998 - July 2000
Benetton Sport System 1996 - 1998
KPMG 1991 - 1996
Skills
Financial Analysis, Small Business..., Business Process..., Internal Controls, Accounting, Analysis, Financial Accounting, Finance, Financial Reporting
Education
Université de Montréal - HEC Montréal 1997 — 2000
Maîtrise en administration des affaires, MBA
Université du Québec à Trois-Rivières 1988 — 1991
Baccalauréat en comptabilité, accounting
Desjardins (Valeurs Mobilières Desjardins) December 2010 - Present
Banque Lombard Odier & Cie SA September 2008 - November 2010
Richardson GMP January 2005 - August 2008
National Bank Financial March 1997 - September 2004
CIBC 1995 - 1997
RBC Dominion Securities 1992 - 1995
KPMG Canada 1984 - 1992
Skills
Investments, Portfolio Management, Wealth Management, Mutual Funds, Financial Analysis, Financial Planning, Asset Management, Risk Management, Banking, Finance
Education
HEC Montréal 1981 — 1984
BAA, Accounting
HEC Montréal
Pavilion Global Markets (formerly Brockhouse Cooper) February 2010 - Present
National Bank Financial June 2002 - February 2010
Laurentian Bank Securities April 1997 - June 2002
Tassé & Associates January 1995 - April 1997
Skills
R, Investment Strategies, Global Asset Allocation, Global Macro, Tactical Asset...
Education
Université de Montréal - HEC Montréal 1991 — 1994
BAA, Finance
Stifel Financial Corp. January 2013 - August 2013
National Bank Financial July 2011 - December 2012
Wellington West Capital Markets November 2008 - July 2011
GMP Securities L.P. April 2005 - October 2008
Skills
Investment Banking, Equities, Capital Markets, Valuation, Financial Modeling, Mining, Equity Valuation, Due Diligence, Investments, IPO, Financial Analysis, DCF, Equity Research, Bloomberg, Corporate Finance, Private Placements, M&A experience, Securities, Capital, Corporate Development, Financial Markets, Investment Advisory, Mergers & Acquisitions, Private Equity, Business Valuation, Investor Relations, Venture Capital, Hedge Funds, Financial Structuring, Alternative Investments, Fixed Income, LBO, Finance, Derivatives, Investment Strategies
Education
Ivey Business School at Western University 2003 — 2005
MBA, Finance
University of Toronto
Bachelor, Mechanical Engineering
National Bank Financial May 2014 - Present
Chambre de la sécurité financière April 2013 - October 2014
National Bank of Canada April 2009 - May 2014
National Bank of Canada 2007 - 2009
BMO Capital Markets 2005 - 2007
Skills
Wealth Management, Retirement Planning, Investments, Financial Planning, Strategic Financial..., Finance
Education
Université de Sherbrooke 2011 — 2013
Master's degree, Tax Law/Taxation
Canadian Securities Institute 2010 — 2013
Chartered Strategic Wealth Profesionnal (CSWP)
HEC Montréal
Certificate, Financial Planning
McGill University
Bachelor, Finance
National Bank Financial September 2007 - Present
National Bank Financial September 2004 - September 2007
Skills
Derivatives, Capital Markets, Risk Management, Hedging, Fixed Income, Interest Rate..., Investment Banking, Bloomberg, Financial Markets, Equities, Options, Alternative Investments, Hedge Funds, Portfolio Management, FX Options
Education
CFA Institute 2003 — 2006
CFA, Finance
HEC Montréal 1997 — 2000
Finance
KPMG Corporate Finance Inc. 2010 - 2014
Matcon Holdings Inc. 2008 - 2009
Bank of America Merrill Lynch (formerly Banc of America Securities) 2004 - 2008
National Bank Financial 2003 - 2004
Scotiabank Global Banking and Markets (formerly Scotia Capital) 1998 - 2002
CIBC World Markets 1987 - 1998
PwC September 1985 - June 1987
Deloitte Canada (formerly Arthur Andersen) 1983 - 1985
Skills
International M&A, Cross-border M&A, Investment banking, Capital markets, Management, Due Diligence, Auditing, Financial Modeling, Investment Banking, Corporate Finance, Capital Markets, Venture Capital, Business Strategy, Valuation, Finance, Private Equity, Investments, Equities, Financial Reporting, Mergers, Start-ups, Financial Structuring, Mergers & Acquisitions, Divestitures, Financial Analysis, IPO, Management Consulting, Strategy, Business Valuation, Restructuring
Education
McGill University 1982 — 1984
Graduate Diploma in Public Accountancy, Chartered Accountant, CA
Western University 1978 — 1981
B.A. Administration and Commercial Studies, Finance and Economics
VersaCold Logistics Services May 2014 - Present
Aviva Canada May 2006 - January 2014
Nortel April 2005 - May 2006
Nortel May 2004 - April 2005
Nortel September 2001 - May 2004
TD Securities June 2000 - September 2000
National Bank Financial April 1998 - April 1999
National Bank Financial June 1996 - April 1998
Skills
Leadership, Strategic Thinking, Change Management, Financial Analysis, Strategic Planning, Business Planning, Performance Management, Business Process..., Governance, Strategy, Organizational Design, Credit Risk, Customer Oriented, Channel Optimization, Channel Strategy, Customer Experience, Mergers, Stakeholder Management, Budgets, Team Building, Mergers & Acquisitions, Insurance, Business Analysis, Vendor Management, IT Strategy, Valuation, Due Diligence, Executive Management, Finance, CRM
Education
University of Rochester - Simon Business School 1999 — 2001
MBA, Finance & Strategy
McGill University 1992 — 1996
BA (Honours), Philosophy
Upper Canada College 1985 — 1992
NBCN May 2015 - Present
National Bank Financial March 2010 - Present
TD Bank Group January 2006 - July 2009
TD Wealth Management January 2006 - June 2009
CIBC Wood Gundy March 2004 - December 2005
CIBC Wood Gundy April 2002 - March 2004
TD Waterhouse January 2002 - April 2002
Altamira Mutual Funds January 2001 - September 2001
Skills
People Management, Operations Management, Portfolio Management, Banking, Investments, Risk Management, Wealth Management, Financial Services, Management, Equities, Mutual Funds, Relationship Management, Finance
Education
CGA 2009 — 2012
Accounting
Canadian Securities Institute 2001 — 2008
CSC, CPH, DFC, OLC, PFP
Laurentian University/Université Laurentienne 1998 — 2001
Equitable Group Inc / Equitable Bank Inc April 2011 - Present
Pembina Pipeline Corporation August 2010 - Present
Woodland Biofuels Inc December 2010 - Present
National Bank Financial 1996 - 2008
First Marathon Securities Limited 1996 - 1999
Salomon Brothers Canada Inc 1990 - 1996
CIBC Wood Gundy Inc 1986 - 1990
Education
Harvard Business School 1984 — 1986
MBA
University of Toronto 1977 — 1981
BASc, Mechanical Engineering
University of Toronto - Rotman School of Management
Director Education Program
Bombardier Aerospace April 2014 - Present
Aeroplan May 2011 - April 2014
IBM August 2010 - May 2011
TD Insurance May 2007 - July 2010
IBM Canada 2003 - 2007
IBM March 2003 - July 2004
National Bank Financial January 2000 - March 2003
Putnam Lovell NBF September 2002 - December 2002
Skills
People Skills, PMP, Project Planning, Communication, Team Leadership, Outsourcing, ITIL, Business Process, PMI, PMO, Visio, Software Project..., IT Strategy, Process Improvement, Agile Methodologies, Integration, Networking, Project Delivery, Project Management, Databases, SDLC, Requirements Gathering, CRM, Security, SQL, Project Coordination, Business Intelligence, Vendor Management, Project Portfolio..., Infrastructure, Business Analysis, Leadership, Data Warehousing, Management, Storage Area Networks, Program Management, IT Management, MS Project, Software Development, Requirements Analysis, Business Process..., Solution Architecture, Software Documentation, IT Service Management, SharePoint, Change Management, Microsoft SQL Server, Governance, Team Management
Education
HEC Montréal 2000 — 2002
Certificate, Information System Management
National Bank Financial November 2011 - Present
Wellington West Capital Markets October 2003 - November 2011
Baird Asset Management 1996 - 2001
Skills
Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Investments, Investment Strategies, Investment Advisory, Wealth, Investment Management, Equities, Fixed Income
Education
The University of Western Ontario - Richard Ivey School of Business 1994 — 1996
MBA
The University of British Columbia / UBC 1983 — 1987
BA
National Bank Financial September 2002 - December 2008
Tibbett & Britten Group 1997 - 2002
Tibbett & Britten Group Americas 1997 - 2002
Tibbett & Britten Group 1997 - 2002
Tibbett & Britten 1997 - 2002
Avis Canada Inc. 1972 - 1982
Education
Investment Management Institute 2002 — 2004
CIM Canadian Investment Management, Investment Management, Portfolio Management
HEC Montréal 1970 — 1981
MBA, Finance, Operations Research
Power Corporation of Canada June 2015 - August 2015
National Bank Financial June 2014 - August 2014
National Bank Financial June 2013 - August 2013
Education
McGill University 2014 — 2017
Bachelor of Commerce (B.Com.), Honours in Investment Management
Collège Jean-de-Brébeuf 2012 — 2014
International Baccalaureate in Economics
Collège Trinité 2007 — 2012
Secondary School Diploma
CIBC World Markets August 2015 - Present
Axcelon Biopolymers March 2015 - August 2015
PG Life Science Consulting September 2008 - August 2015
Euro Pacific January 2014 - September 2014
Isotechnika Pharma Inc. December 2010 - October 2013
National Bank Financial June 2006 - May 2008
Canaccord Genuity Inc. January 2001 - June 2006
GlaxoSmithKline & PSL Consulting Group 1992 - 2001
Skills
Biotechnology, Strategy, Pharmaceutical Industry, Financial Modeling, Lifesciences, Investor Relations, Mergers & Acquisitions, Corporate Development, Business Planning, Management, Business Strategy, Capital Markets, Equity Research, Commercialization, Investments, Start-ups, Investment Banking, Executive Management, Management Consulting, Competitive Analysis, Market Analysis, Equities, Business Analysis, Board of Directors
Education
The Directors College
Chartered Director (C.Dir.)
McGill University 1990 — 1992
MBA, Business Strategy and Marketing
The University of British Columbia / UBC 1987 — 1989
BSc. Pharmacy
National Bank Financial June 2014 - Present
National Bank Trust inc. October 2013 - June 2014
RBC Investor Services March 2011 - September 2013
RBC Dexia Investor Services January 2003 - April 2011
Scotiabank January 1999 - January 2001
Skills
Fund Administration, Global Custody, Fund Accounting, Hedge Funds, Collateral Management, Investment Management, Securities Lending, Bloomberg, Financial Services, Back Office, Investment Banking, Fixed Income, Prime Brokerage, FX Options, Mutual Funds, ETFs, Fund Of Funds, Financial Markets, Pension Funds, Alternative Investments, Asset Managment, AML, Transfer Agency, Equities, Fund Services, Corporate Actions, Investments, Settlement, Private Equity, Banking, Capital Markets, Securities, Swaps, Bonds, Relationship Management, Derivatives, Middle Office, SWIFT payments, Institutional..., Defined Benefit, Asset Management
Education
HEC Montreal 1996 — 2000
Bcom, Finance
National Bank Financial May 2015 - Present
National Bank of Canada September 2008 - May 2015
National Bank of Canada August 2006 - September 2008
Bank of Montreal, Nesbitt Burns November 2004 - May 2006
Skills
Wealth Management, Investments, Mutual Funds, Investment Strategies, Portfolio Management, Bloomberg, Financial Analysis, Finance, Asset Allocation, Strategic Financial..., Commercial Banking, Equities, Business Development, Leadership, Financial Planning, Corporate Finance, Banking, Credit, Wealth Management..., Multi-generational..., Insurance
Education
Université de Montréal - HEC Montréal 2003 — 2006
Bachelor's Degree, Finance, General
Warsaw School of Economics 2005 — 2005
Bachelor's Degree, Finance, General
The University of British Columbia
English Language
Le Fevre Capital, acting as Sen. Adviser to the CEO of VIA Rail Chief of Strategy and Planning December 2012 - Present
Aurora Interactive Ltd. February 2008 - December 2012
Le Fevre Capital September 2004 - February 2008
Scotia Capital 2001 - 2004
Levesque Beaubien 1995 - 2001
National Bank Financial 1995 - 2001
Salomon Brothers International 1993 - 1995
Salomon Brothers Canada October 1989 - April 1993
Toronto Dominion Bank 1984 - 1989
Doheny Mackenzie 1980 - 1981
Skills
Start-ups, Strategy, Venture Capital, Strategic Planning, Corporate Development, Business Development, Corporate Finance, Business Strategy, Executive Management, Business Planning, Negotiation, Change Management, New Business Development, Healthcare Information..., Leadership, Finance, Banking, Marketing Strategy, Management, Healthcare, Financial Modeling, Investments, Investment Banking, Entrepreneurship, Restructuring, Commercialization, Cross-functional Team..., Outsourcing, M&A experience, Financial Services, Managerial Finance, International Business, Medical Devices, Product Management, Private Equity, Biotechnology, Business Analysis, Process Improvement, Management Consulting, Marketing, Sales, Problem Solving, Financial Management, Product Development, Due Diligence, Private Placements, Competitive Analysis, Global Business..., Strategic Partnerships, Organizational Design
Education
Institute of Corporate Directors 2013 — 2014
ICD.D, Corporate Governance
Institute of Corporate Directors 2013 — 2013
ICD, Directors Education Program, Corporate Governance, N/A
Ivey Business School at Western University 1982 — 1984
MBA, Business
McGill University 1980 — 1982
LL.M., International Securities Law
Quebec Bar Association 1979 — 1980
Member of Bar, Retired Lawyer, Law
Université de Montréal 1976 — 1979
LL.M., Law
McGill Executive Institute
Stanislas
Mawer Investment Management April 2015 - Present
Barometer Capital Management Inc. May 2007 - March 2015
National Bank Financial May 2000 - May 2005
Scotiabank September 1997 - May 2000
Skills
Investment Advisory, Investment Management, Portfolio Management, Investment Banking, Venture Capital, Financial Analysis, Private Equity, Financial Advisory, Wealth, Wealth Management..., Estate Planning, Trading, Financial Services, Private Banking, Investments, Wealth Management, High Net Worth..., Equities, Asset Management, Capital Markets, Mutual Funds, Investment Strategies, Fixed Income, Hedge Funds
Education
CFA Institute 1995 — 1998
CFA
University of Toronto - Rotman School of Management 1995 — 1997
MBA, Finance, General
The London School of Economics and Political Science (LSE) 1991 — 1992
Graduate Diploma in Business Studies, Business
The University of Western Ontario - Huron University College 1987 — 1991
BA, Economics and French
Havergal College 1983 — 1987
Toronto French School 1976 — 1983
National Bank Investments September 2014 - Present
National Bank Financial November 2008 - Present
National Bank Financial November 2006 - November 2008
Invesco Ltd. November 2005 - November 2006
National Bank Financial September 2003 - October 2005
Skills
Business Development, Investment Solutions, Wealth Management, Mutual Funds, Portfolio Managers..., Fee-Based Platforms, Leadership Development, Organic Growth..., Business Intelligence
Education
Harvard Division of Continuing Education 2014 — 2014
Leadership & Decision Making
HEC Montreal - McGill University - Université Sherbrooke
Sherbrooke University 2007 — 2010
MBA
McGill University 2004 — 2005
Graduate Diploma, Treasury Finance
HEC Montreal 2000 — 2003
BAA, Finance
Investment Industry Regulatory Organization of Canada October 2010 - August 2014
MacDougall June 2008 - September 2010
MacDougall February 2007 - June 2008
National Bank Financial February 2006 - February 2007
Skills
Mutual Funds, Securities, Capital Markets, Equities, Investments, Wealth Management, Fixed Income, Bloomberg, Derivatives, Asset Management, AML, Financial Markets, Trading, Options, Investment Advisory, Investment Strategies, Portfolio Management, Hedge Funds, Risk Management, Alternative Investments, Investment Management, Asset Allocation, Financial Services, Financial Risk, Investment Banking, Management, Private Equity, Finance, Financial Analysis, Due Diligence, Bonds, Trading Systems, ETFs, Customer Service, Valuation, FX Options, Microsoft Office, Corporate Governance
Education
CFA Institute
HEC Montréal 2002 — 2006
B.B.A, Accounting and Finance
Cégep Bois-de-Boulogne 1999 — 2002
DEC, Technique administrative
College Marie-de-France 1987 — 1998
Pembroke Management Ltd. September 2015 - Present
Seeking Alpha June 2015 - Present
National Bank Financial June 2014 - August 2015
Montrusco Bolton May 2013 - December 2013
Fonds Standard Life - HEC Montreal January 2013 - April 2013
Desjardins June 2012 - January 2013
Comité Compétions de HEC (CCHEC) May 2011 - June 2012
Skills
Marketing Strategy, Market Research, Social Media Marketing, Microsoft Excel, Marketing Communications, Marketing, PowerPoint, Marketing Research, Social Media, Market Analysis, Microsoft Office, Advertising, Online Advertising, Microsoft Word, Access, Equities, Finance, Financial Analysis, Financial Modeling, Bloomberg, French, Portfolio Management, Investments, Analysis, Mutual Funds
Education
CFA Institute 2012 — 2014
HEC Montréal 2012 — 2013
Master of Science (MSc), Capital Market Finance
Université de Montréal - HEC Montréal 2008 — 2012
Bachelor of Business Administration (B.B.A.), Financial Mathematics
Göteborgs universitet / University of Gothenburg 2011 — 2011
Bachelor of Business Administration (B.B.A.), Financial Mathematics
Kimball Union
National Bank Financial 2005 - Present
CAE 2000 - 2005
Nortel 1998 - 2000
Hewlett Packard 1995 - 1998
Skills
Portfolio Management, Investments, Wealth Management, Retirement, Mutual Funds, Investment Strategies, Gestion de portefeuille, Investissements, Gestion de patrimoine, Fonds mutuel, Capitaux propres, Analyse financière
Education
HEC Montréal 1997 — 2000
BAC, Finance
College Bois-de-Boulogne 1995 — 1997
DEC, Administration
Wells Fargo Bank, N.A., Canada Branch June 2014 - Present
National Bank of Canada September 2013 - May 2014
National Bank Financial March 2011 - March 2013
PSP Investments May 2010 - December 2010
Education
Université de Montréal - HEC Montréal
BBA, Finance
National Bank Financial December 2014 - Present
National Bank Financial January 2014 - December 2014
The Boston Consulting Group August 2012 - May 2013
National Bank Financial June 2009 - December 2010
National Bank Financial August 2006 - June 2009
Skills
Corporate Finance, Firm Valuation, Private Equity/Venture..., Equity Capital Markets, Leveraged Finance, M&A experience, English, Spanish, French, Project Finance, Venture Capital, Capital Markets, Financial Modeling, Business Valuation, Private Equity, Valuation, Mergers, Corporate Development, Equities, Investment Banking, Investments, Business Strategy, Financial Analysis, Due Diligence, Management Consulting, Structured Finance, Finance, Mergers & Acquisitions
Education
INSEAD 2011 — 2012
MBA, General Management, Dean's list - top 10% of class
McGill University 2002 — 2006
BCOM, Finance, Economics, Accounting
National Bank Financial June 2011 - Present
Raymond James Ltd 2001 - June 2011
CFA Vancouver 2009 - 2011
Skills
Investments, Financial Modeling, Equities, Portfolio Management, Investment Advisory, Investment Strategies, Equity Research
Education
Heriot-Watt University 2005 — 2008
MBA
CFA Institute 2002 — 2004
CFA
The University of British Columbia 1990 — 1996
BSc & BMLSc, Biology and Pathology
T.E. Wealth March 2005 - Present
Swifttrade August 2004 - December 2004
National Bank Financial June 2001 - August 2004
Talvest Fund Management November 2000 - June 2001
BMO Financial Group June 2000 - November 2000
Skills
Investments, Wealth Management, Investment Strategies, Financial Analysis
Education
CFA Institute 2006 — 2007
CFA Program
1997 — 2000
B.B.A., Finance
Canadian Securities Institute
Financial Planning Program
Canadian Securities Institute
Canadian Securities Course
Richardson GMP Limited November 2011 - Present
Desjardins Securities May 2003 - November 2011
Dalpé-Milette - Valeurs Mobilières Desjardins 2003 - 2011
Dalpé-Milette - Valeurs Mobilières Desjardins 2003 - 2011
National Bank Financial December 1997 - May 2003
Haute Technologie et Services 1996 - 1998
KPMG 1983 - 1985
Skills
Finance, Investments, Wealth Management, Mergers, Entrepreneurship, Strategic Planning, Business Development, Mergers & Acquisitions, Asset Management, Financial Analysis, Portfolio Management, Program Management, Strategic Financial..., Analyse financière
Education
HEC Montréal 1978 — 1981
BAA, Finance
College Lionnel-Groulx 1977 — 1979
CEGEP, Science Santé
HEC Montréal 1975 — 1977
secondary, general
Caisse de dépôt et placement du Québec August 2013 - Present
Qatar Islamic Bank June 2011 - July 2013
Qatar Islamic Bank January 2010 - June 2011
Qatar Islamic Bank June 2008 - January 2010
Desjardins June 2007 - June 2008
Desjardins October 2005 - June 2007
Ultramar July 2004 - October 2005
Ultramar April 2003 - July 2004
AXA October 2000 - July 2002
National Bank Financial June 2000 - October 2000
Skills
Investment Funds, Asset Managment, Investment Banking, Banking, Islamic Finance, Strategist, Business Planning, Change Management, Project Management, Risk Management, GCC Market Network, Finance
Education
Chartered Institute for Securities & Investment
Islamic Finance Qualification (IFQ)
Global Association of Risk Professionals 2005 — 2005
FRM Financial Risk Manager Certification
CFA Institute 2000 — 2002
Chartered Financial Analyst (CFA)
Sherbrooke University 1999 — 2001
M.Sc.
Certified General Accountants’ Association of Canada
CGA Certification
Canadian Securities Institute (CSI) 1998 — 1998
Certification
HEC Montreal 1995 — 1998
Bachelor Degree in Administration (BAA)
KPMG Canada 2011 - Present
RentHunting.com 2010 - 2012
HDIM January 2010 - April 2011
AbitibiBowater, Inc. May 2007 - August 2007
McGill University January 2007 - April 2007
National Bank Financial July 2006 - August 2006
Market World One January 2004 - June 2004
Skills
Valuation, Derivatives, Financial Engineering, Risk Management, Corporate Finance
Education
HEC Montreal 2007 — 2009
M.Sc., Financial Engineering, 3.71/4.30; Graduated with “Mention d’excellence”
McGill University 2004 — 2007
Undergraduate, Bachelor of Commerce; Finance Major, 3.82/4.00; Graduated with Dean's Honour List & Great Distinction
The University of Hong Kong 2006 — 2006
Student Exchange
Scotiabank 2013 - Present
ScotiaMcLeod 2012 - Present
National Bank Financial 2012 - 2012
HSBC 2011 - 2012
RBC Dominion Securities 1998 - 2009
Skills
Mutual Funds, Asset Management, Strategic Financial..., Wealth Management, Investment Advisory, Investments, Portfolio Management
Education
Ivey Business School at Western University 1996 — 1998
HBA, Business
d+m thomson
SIDEX, SEC September 2014 - Present
Fonds de solidarité FTQ April 2011 - Present
Fonds de solidarité FTQ December 2002 - April 2011
National Bank Financial January 2001 - November 2002
Innovatech Grand Montreal January 1998 - December 2000
Skills
Fund Of Funds, Venture Capital, Portfolio Management, Private Placements, Nutraceuticals, M&A experience, mining industry..., Stock Market, Valuation, Private Equity, Biotechnology, Due Diligence, Financial Modeling, Corporate Finance, Securities, Medical Devices, Equity Research, Lifesciences, Financial Markets
Education
HEC Montréal 1996 — 1998
M.Sc., Finance
HEC Montréal 1989 — 1992
BBA, Finance
National Bank Financial June 2011 - Present
The Wharton School May 2009 - May 2011
Handelsbanken Capital Markets June 2010 - August 2010
Nomura October 2008 - April 2009
Lehman Brothers April 2006 - September 2008
Education
Kyoto University
Wharton School - University of Pennsylvania
National Bank of Canada September 2014 - Present
National Bank of Canada July 2009 - November 2014
PSP Investments 2007 - 2009
National Bank Financial 2002 - 2007
PwC 1998 - 2002
International Air Transport Association (IATA) 1994 - 1998
Deloitte 1989 - 1994
Skills
Internal Audit, Investments, Banking, Financial Risk, Portfolio Management, Credit Risk, Credit, Business Analysis, Financial Analysis, Governance, Fixed Income, Capital Markets, Financial Markets, Asset Management, Business Process..., Commercial Banking, Securities, Operational Risk, Credit Analysis, Project Portfolio...
Education
Université de Montréal - HEC Montréal 1995 — 1998
MBA, Management Information Systems and Services
Université de Montréal / University of Montreal 1986 — 1989
Bachelor of Business Administration (B.B.A.), Public accounting
OCAQ /CICA
CPA, CA
NeoXam March 2015 - Present
National Bank of Canada July 2013 - March 2015
National Bank of Canada July 2009 - July 2013
National Bank Financial September 2007 - July 2009
SpeedWare April 2006 - September 2007
CGI February 2004 - April 2006
Data Synapse 2006 - 2006
Deutsche Bank 2004 - 2006
SunGard EMS May 1998 - February 2004
Actifunds - Iclub Central October 2000 - February 2001
Skills
Sybase, C, SQL, java, Functional Analysis, Business Analysis, Project Management, Visual Studio, Visual Basic, Microsoft Office, Unix Shell Scripting, Unix, Refactoring, Java, Debugging, Databases, Software Development, Logical Thinker, Programming, Software Project..., Agile Methodologies, Shell Scripting, Oracle, Requirements Analysis
Education
HEC Montréal 2000 — 2003
Graduate Diploma, Management
Université de Montréal 1996 — 1998
B. Sc., Computer Science
HSBC Securities (Canada) Inc. September 2005 - Present
National Bank Financial June 1998 - August 2005
Eurobroker September 1997 - April 1998
M W Marshalls March 1995 - September 1997
Tullett Prebon February 1994 - December 1994
Skills
Fixed Income, Money Market, Trading, Bonds, Client Communication, Settlement, Equities, Capital Markets, Derivatives, Trading Systems, Securities, Electronic Trading, Settlements, KYC, AML, Microsoft Office, Excel, P&L, IRS, Repo's, Canadian Securities..., Bloomberg, Bloomberg Terminal, FX, GIC, Mutual Funds, Hedge Funds, Structured Products, Bloomberg Trade Order..., Conduct and Practices..., Principal Protected..., Financial Markets, Middle Office, Equity Trading, Credit Derivatives, Currency, Proprietary Trading, Swaps, Hedging, Series 63, Interest Rate..., Back Office, FX Options
Education
George Brown College
Culinary Arts/Chef Training
Société de Transport de Montréal (STM) February 2008 - Present
Société general de financement SGF 2007 - 2008
National Bank Financial 2006 - 2008
Caisse de dépôt et placement du Québec 2003 - 2006
Cadim Inc. 1998 - 2000
Skills
Investments, Portfolio Management, Financial Analysis, Financial Modeling, Corporate Finance, Bloomberg, Valuation, Risk Management, Capital Markets, Asset Management, Business Analysis
Education
Université du Québec à Montréal 1996 — 2001
Maitrise, Finance
Université de Montréal - HEC Montréal 1992 — 1995
MBA, Finance et services de gestion financière
agileDSS February 2011 - Present
CN February 2011 - Present
Versa Inc. January 2009 - Present
Bell Mobility February 2009 - February 2011
Odesia 2009 - 2011
National Bank Financial September 2007 - December 2008
AbitibiBowater, Inc. 2006 - 2007
Skills
Scrum, Data Warehousing, Business Intelligence, Data Modeling, Agile Methodologies, Program Management, Agile Project Management, Business Intelligence..., Software Project..., Business Analysis, Requirements Analysis, Project Management, Data Warehouse, Business Process, Integration, Microsoft SQL Server, Oracle
Education
Scrum Alliance 2009 — 2009
Certified Scrum Master
HEC Montréal 2001 — 2003
Master's, Business Logistics
Université de Montréal - HEC Montréal 1998 — 2000
Bachelor of Applied Science (BASc), Finance and IT
Pierre-Laporte
HIGHLINE.vc August 2014 - Present
Extreme Startups 2013 - 2014
National Bank Financial 2009 - 2011
National Bank Financial 2007 - 2009
National Bank Financial 2006 - 2007
Skills
Equities, Investment Banking, Capital Markets, Financial Modeling, Mergers & Acquisitions, Venture Capital, Corporate Finance, Financial Analysis, Business Strategy, Business Development, Start-ups, Management Consulting, Entrepreneurship, Private Equity, Strategy
Education
McGill University 2002 — 2006
Bachelor of Commerce, Finance & Entrepreneurship
General Assembly
Business, Technology and Design
Havergal College 1993 — 2002
National Bank Financial Conseiller Senior, Politiques de RisquesBanque NationaleSeptember 2013 - Present
National Bank of Canada 2007 - September 2013
TD Canada Trust August 1998 - November 2006
Skills
Banking, Capital Markets, Bonds, Financial Analysis, Financial Markets, Mutual Funds, Risk Management, Financial Risk, Investments, Fixed Income, Portfolio Management, Derivatives, Equities, Produits dérivés, Marché financier, Banque, Risque de crédit, Analyse financière, Finance, Gestion des risques
Education
HEC Montréal 1994 — 1997
BAA, Finance-Marketing
Financière Banque National Senior AnalystNational Bank of Canada2006 - Present
National Bank Financial 2006 - Present
Education
HEC Montréal 1992 — 1995
Université Laval 1989 — 1992
Baccalaureat, Admnistration
National Bank Financial June 2014 - Present
BMO Nesbitt Burns October 2012 - May 2014
HSBC January 2009 - December 2011
Skills
Bloomberg, Fixed Income, Equities, Mutual Funds, Securities, Investments, Trading, Bonds, Wealth Management, Portfolio Management
Education
Kwantlen Polytechnic University 2004 — 2005
Diaploma, Business Administration and Management, General
Simon Fraser University 2000 — 2004
BA, Economics & Business Admin.
Saputo Inc. June 2014 - Present
SNC Lavalin August 2012 - May 2014
KPMG September 2007 - July 2012
KPMG October 2010 - September 2011
National Bank Financial May 2005 - August 2005
Skills
Accounting, Auditing, Finance, Financial Accounting, Financial Analysis, Financial Reporting, IFRS, Internal Controls, Leadership, Sarbanes-Oxley Act, Budgets
Education
Institute of Chartered Accountants of Ontario 2010 — 2011
Chartered Accountant, Accounting, Auditing
McGill University 2003 — 2007
B.Com, Accounting and Finance
Marianopolis College 2001 — 2003
DEC, Commerce
Vincent Massey Collegiate
cormark securities January 2005 - Present
National Bank Financial January 2004 - January 2005
Education
Ivey Business School at Western University
HBA
Denham Capital May 2014 - Present
Standard Chartered Bank January 2013 - April 2014
National Bank Financial November 2009 - January 2013
Canaccord Adams May 2009 - August 2009
Citi June 2008 - August 2008
Skills
Metals, Mining, Investment Banking, Presentation Development, Financial Modeling, Financial Analysis, Capital Markets, Financial Markets, Corporate Finance, Mergers, Business Acquisition, Corporate Development, Financial Advisory, Natural Resources, Precious Metals, Base Metals, Commodities
Education
Ivey Business School at Western University 2005 — 2009
Honours Business Administration, General Management & Finance
Appleby College 2001 — 2005
Appleby College Diploma, Ontario Secondary School Curriculum
Interfor 2012 - Present
Macquarie Capital Markets Canada Ltd. 2009 - 2011
Dundee Securities 2007 - 2009
National Bank Financial 2002 - 2007
Citi 1992 - 2001
Skills
Private Equity, Corporate Finance, Mergers, Investment Banking, Business Strategy
Education
Institute of Chartered Accountants in Canada
Chartered Accountant
The University of Western Ontario - Richard Ivey School of Business
MBA
University of Manitoba
B. Commerce, Accounting
National Bank Financial February 2012 - Present
Rogers Communications November 2011 - February 2012
Research In Motion June 2010 - August 2010
IBM Canada Ltd. May 2007 - July 2009
MDA May 2005 - August 2006
Skills
Financial Modeling, Business Analysis, Market Analysis, Product Management, Forecasting, Strategic Planning, CRM, Product Marketing, Business Valuation, Product Development, Valuation, Corporate Finance, Financial Analysis, Equity Research
Education
IE (Instituto de Empresa) 2011 — 2011
Master of Business Administration (M.B.A.)
University of Toronto - Rotman School of Management 2009 — 2011
Master of Business Administration (M.B.A.)
University of Toronto 2002 — 2007
Bachelor of Applied Science (BASc), Electrical Engineering
National Bank Financial Managing Director, Head - Investment Banking, QuebecNational Bank - Financial Markets1991 - Present
Skills
Investment Banking, Venture Capital, Investments, Capital Markets, Equities, Corporate Finance, Fixed Income, Restructuring, Private Equity, Financial Modeling
Education
McGill University 1987 — 1988
MBA
HEC Montréal 1982 — 1985
B. Comm, Finance
National Bank Financial October 1991 - Present
Skills
Portfolio Management, Wealth Management, Estate Planning, Strategic Financial..., Stocks, Bonds, ETFs, Mutual Funds, GIC, Derivatives, Insurance, Tax-advantaged..., High Net Worth..., Investment Strategies, Banking, Investment Advisory, Investments, Financial Risk, Fixed Income, Equities, Wealth Management..., Financial Planning
Education
Lake Superior State University 1988 — 1989
Master of Business Administration (MBA), Business Administration and Management, General
The University of Western Ontario 1984 — 1988
Bachelor of Arts (B.A.)
National Bank Financial 1983 - Present
Financiere Banque Nationale August 2010 - June 2011
National Bank of Canada 2006 - August 2010
National Bank January 2004 - July 2009
Banque Nationale September 2007 - March 2009
Accusoft Systems inc. 1983 - 2009
Ministère de l'Éducation, du Loisir et du Sport January 1972 - June 2006
Skills
Business Analysis, ITIL, Business Intelligence, Dashboards, SQL, Agile, Risk Management, Requirements Analysis, Management, Dashboard, Solution Architecture, Agile Methodologies, Data Warehousing, Change Management, Data Integration, Strategy, IT Strategy, Governance, Project Management
Education
Université de Sherbrooke 1983 — 1986
Master, Education
HEC Montréal 1980 — 1982
Master, Administration
Université du Québec à Montréal 1969 — 1972
Licence, Economics
BMO Capital Markets January 2014 - Present
National Bank Financial January 2012 - December 2013
National Bank Financial June 2009 - January 2012
BMO Capital Markets May 2008 - September 2008
Education
Université de Montréal - HEC Montréal 2006 — 2009
B.B.A., Finance
2008 — 2008
Exchange Student, Finance
Ontario Pension Board November 2012 - Present
Ontario Pension Board February 2011 - October 2013
Ontario Pension Board November 2010 - February 2011
National Bank Financial September 2009 - September 2010
Moneystrat Securities April 2007 - November 2009
CIBC Wealth Management December 2006 - April 2007
Skills
Mutual Funds, Socially Responsible..., Investments, Customer Service, Funding, Pensions, Pension Administration, Administration, Financial Services, Banking, Analysis, Strategic Financial..., Employee Benefits, Outlook, Microsoft Office
Education
George Brown College 2011 — 2011
Bookkeeping, 4.0
University of Toronto - University of St. Michael's College 1999 — 2003
Honours B.A., Celtic Studies, Classics
RBC Wealth Management May 2007 - Present
National Bank Financial 2001 - 2007
Sun Life Financial 1998 - 2000
Skills
High Net Worth..., Tax, Strategic Financial..., Investments, Estate Planning, Mutual Funds, Wealth Management, Portfolio Management, Financial Services, Investment Advisory, Wealth, Asset Management, Financial Planning, Financial Advisory, Retirement Planning
Education
HEC Montréal 1981 — 1984
B.A.A. CA, Accounting
Université de Montréal
LL.M., Taxation
brebeuf
brebeuf
Independant Professional; risk management, internal audit, accounting February 2013 - Present
National Bank of Canada November 2011 - January 2013
Autorite des marches financiers April 2010 - December 2011
Desjardins Asset Management September 2007 - December 2009
NATIONAL BANK FINANCIAL December 2006 - August 2007
NATIONAL BANK OF CANADA January 2001 - November 2006
Autorité des Marchés Financiers (previously Quebec Securities Commission) September 1987 - September 1997
Skills
Capital Markets, Risk, Financial Institutions, Internal Audit, Compliance, Risk Management, Back Office
Education
HEC Montréal 1979 — 1984
B.A.A. & C.A., Accounting
National Bank Financial September 2010 - Present
National Bank of Canada September 2008 - September 2010
Skills
Derivatives, Financial Markets, Financial Risk, Electronic Trading, Interest Rate..., Structured Products, Proprietary Trading, Bloomberg, Financial Modeling
Education
HEC Montréal 2002 — 2005
BAA, Finance
CFA Institute
Aria Chemicals Group 2013 - Present
National Bank Financial July 2010 - December 2011
Rothschild 2007 - 2009
Scotia Capital 2001 - 2007
Skills
Investment Banking, Restructuring, Corporate Finance, Venture Capital, Private Placements, Valuation, Financial Modeling, Equities, Private Equity, Mergers & Acquisitions, Mergers
Education
Canadian Securities Institute 2000 — 2000
Canadian Securities Course
McGill University 1997 — 2000
BCom, Finance, Management Science
BMO Capital Markets April 2015 - Present
BMO Capital Markets May 2011 - April 2015
National Bank Financial January 2009 - November 2010
Merrill Lynch 2000 - 2008
TD Securities 1996 - 2000
Deutsche Bank Securities 1993 - 1996
Skills
Equity Valuation, Equity Research, Financial Modeling, Valuation, Equities, Investment Banking, Capital Markets, Healthcare, Bloomberg, Special Situations, Investments, Hedge Funds, Private Equity, Fixed Income, Equity Trading
Education
Ivey Business School at Western University 1991 — 1993
MBA
University of Toronto 1980 — 1990
BSc, PhD, Biochemistry
Banque Laurentienne September 2013 - Present
Banque Laurentienne May 2012 - Present
National Bank Financial 2010 - May 2012
Groupe financier Banque Nationale June 2007 - March 2010
Banque Nationale 2007 - 2010
Banque Nationale du Canada 2002 - 2007
Skills
ITIL, Information Security..., IT Management, Incident Management, Business Continuity, Information Security, IT Strategy, Change Management, Security, Governance, IT Audit, Risk Management, Banking, IT Service Management, Vulnerability Assessment, Computer Security, Operations Management, IT Operations, Information Technology, Banque, Business Analysis
Education
Université de Montréal - HEC Montréal 2010 — 2013
Certificate, Leadership and managment
Cegep Lionel -Groulx 1998 — 2001
DEC, Network administrator
Richardson GMP February 2015 - Present
Raymond James October 2012 - August 2014
Desjardins Securities June 2011 - October 2012
National Bank Financial April 2002 - December 2010
Merrill Lynch 2000 - 2002
Skills
Wealth Management, Portfolio Management, Investments, Investment Advisory, Mutual Funds, Credit Analysis
Education
University of London 2006 — 2009
Post Graduate Diploma, Business
Laurentian University/Université Laurentienne 1994 — 1998
BA, Economics
National Bank of Canada September 2014 - Present
National Bank of Canada May 2013 - September 2014
National Bank Financial January 2011 - May 2013
National Bank Financial May 2008 - January 2011
Skills
Corporate banking, Commercial Banking, Portfolio Management, Financial Modeling, Corporate Finance, Accounting, Capital Markets, Credit Analysis, Credit Risk, Finance, Financial Analysis, Banking
Education
HEC Montréal 2005 — 2008
Bachelor, Finance
Armand Corbeil
CFA Institute
College de Bois-de-Boulogne
University of Gothenburg
Exp-Air Cargo Ltée October 2006 - Present
Bitumar Inc December 2003 - September 2006
Optimum General May 2002 - October 2003
National Bank Financial January 2000 - May 2002
Arcon Canada 1998 - 1999
Skills
Finance, Analyse financière, Budgets, Management, Planification...
Education
Télé-Université 2005 — 2008
Bachelor of Business Administration ( B.A, A )
2001 — 2004
Certificat, Comptabilité Professionnelle
1998 — 2001
Cartificat, Gestion Comptable des Organisations
AAM
national bank financial November 2008 - Present
National Bank of Canada September 1991 - October 2008
Skills
Equity Research, Valuation, Capital Markets, Equities, Investments, Equity Valuation, Investment Banking, Portfolio Management, Bloomberg, Investment Strategies, Financial Modeling
Education
McGill University 1964 — 1968
B.COMM, Business
PSP Investments January 2011 - Present
National Bank Financial June 2008 - June 2009
National Bank Financial January 2006 - June 2008
Skills
Financial Modeling, Equity Valuation, Portfolio Management, Due Diligence, Presentations, Equities
Education
Ivey Business School at Western University 2009 — 2010
MBA, Finance & Entrepreneurship
McGill University 2002 — 2005
B.Comm, Major in Finance
KPMG LLP October 2010 - Present
Confidential September 2009 - April 2010
TD Securities May 2009 - August 2009
MF Global Canada Co. (MFG) May 2008 - August 2008
National Bank Financial May 2007 - August 2007
MF Global Canada Co. (MFG) May 2004 - July 2006
Skills
Internal Audit, Assurance, Cross-functional Team..., Leadership, Management, Financial Modeling, Financial Analysis, Internal Controls, Management Consulting, Valuation, Financial Reporting, Auditing, Corporate Finance, Accounting, Business Strategy, Data Analysis, Business Analysis
Education
The University of Western Ontario - Richard Ivey School of Business 2006 — 2010
Honors Business Administration
Upper Canada College 1996 — 2006
IB
National Bank Financial January 2012 - Present
HSBC Securities May 2010 - December 2011
HSBC Securities 2004 - 2010
Skills
Account Management, Business Development, Fixed Income, Options, Equities, Securities, Wealth Management, Equity Trading, Mutual Funds, Trading, Bloomberg, Corporate Actions, Bloomberg Terminal, CBID, Equity Research, Private Placements, Thomson One, Microsoft Excel, Microsoft Office
Education
CSI Global Education Inc. 2004 — 2008
CSC, CPH, DFC, OLC, IMP, PMT, CIM
York University - Schulich School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance, General
Humber College
in progress, Project Management Certificate
Donvito Automotive Group January 2014 - Present
National Bank Financial November 2011 - December 2013
Wellington West Capital March 2010 - November 2011
Investors Group August 2007 - March 2010
Skills
Mutual Funds, Investment Strategies, Investment Advisory, Retirement Planning, Investments, Strategic Financial..., Asset Allocation, Equities, Asset Managment, Financial Advisory, Investment Management, Estate Planning, Corporate Tax Planning, Estate Tax Planning, Personal Tax Planning, Wealth Management
Education
CGA Mantioba 2003 — 2010
CGA, Accounting and Finance
Laurentian University/Université Laurentienne 2003 — 2010
H.B. Com, Accounting and Finance
National Bank Financial August 2010 - Present
TD Securities March 2005 - July 2010
TD Securities July 2002 - March 2005
Goldman Sachs July 2000 - July 2002
Skills
Capital Markets, Investment Banking, Securitization, Bloomberg, Fixed Income, Leveraged Finance, Equities, Derivatives, Financial Markets, Portfolio Management, Financial Modeling, Bonds
Education
McGill University 1996 — 2000
Bachelor, Finance and Accounting
Macquarie Capital Canada 2013 - Present
Salman Partners Inc. November 2011 - September 2012
Mackie Research Capital October 2010 - November 2011
National Bank Financial June 2006 - March 2010
Desjardins Financial Security January 2003 - May 2006
Salman Partners Inc. February 1997 - December 2002
KPMG Advisory February 1994 - February 1997
Skills
Portfolio Management, Investments, Institutional Sales, Equity Research, Equity Trading, Equities, Investment Banking, Valuation, Capital Markets, Financial Modeling, Corporate Finance, Trading, Hedge Funds, Securities, Institutional, Strategic Planning, Bloomberg, Fixed Income, Equity Sales, Asset Management, Wealth Management
Education
The University of Western Ontario - Richard Ivey School of Business 1988 — 1990
MBA
University of Regina 1981 — 1986
BAdmin
Institute of Chartered Accountants of Saskatchewan 1988
Institute of Chartered Business Valuators 1996
Convexity Properties / DRW Real Estate Investments April 2012 - Present
Klutznick Company January 2008 - April 2012
National Bank Financial August 2004 - December 2007
Education
Ivey Business School at Western University 2002 — 2004
HBA
Western University 1999 — 2002
BSc, Biology
Gluskin Sheff + Associates Inc. January 2015 - Present
National Bank Financial December 2013 - January 2015
National Bank Financial December 2011 - December 2013
National Bank Financial June 2011 - December 2011
Ernst & Young May 2010 - August 2010
BMO Capital Markets May 2009 - August 2009
Ontario Power Generation May 2008 - August 2008
Skills
Financial Modeling, Bloomberg, Financial Analysis, Derivatives, Capital Markets, Valuation, Fixed Income, Corporate Finance, Data Analysis, Financial Markets, Portfolio Management, Analytics, Investments, Business Analysis, Microsoft Excel
Education
The University of Western Ontario - Richard Ivey School of Business 2007 — 2011
Honours Business Administration
Appleby College 2003 — 2007
Secondary School Dimploma, 2003 - 2007 Optimates Academic Honour Roll
Western University
National Bank Financial July 2015 - Present
KPMG Canada October 2012 - June 2015
Imperial Tobacco Ltée 2011 - 2011
Skills
PowerPoint, Financial Analysis, Teamwork, Microsoft Excel, French, Accounting
Education
McGill University 2009 — 2012
Bachelor of Commerce (BCom), Accounting and Finance
Marianopolis College
TeraGo Networks April 2014 - Present
National Bank Financial January 2013 - January 2014
National Bank Financial November 2009 - December 2012
Blackmont Capital July 2006 - October 2009
Skills
Investment Banking, Capital Markets, Financial Modeling, Valuation, Corporate Finance, Business Strategy, Equity Research, Investments, Bloomberg, Equities, Private Equity, IPO, Mergers, Corporate Development, Mergers & Acquisitions
Education
Ivey Business School at Western University 2003 — 2005
HBA, Business
Wilfrid Laurier University 2001 — 2003
Bachelor of Business Administration (BBA), Business/Commerce, General
PSP Investments August 2014 - Present
National Bank of Canada August 2011 - August 2014
National Bank of Canada August 2006 - September 2011
CGI March 2004 - July 2006
IBM Global Services March 2003 - April 2004
National Bank Financial October 2002 - February 2003
Videotron Ltée 1999 - 2002
Skills
Help Desk Support, Business Analysis, ITIL, Business Process, IT Management, Requirements Analysis, Integration, Change Management, IT Service Management, Business Intelligence, BMC Remedy, IT Operations, PMP
Education
Université de Montréal - HEC Montréal 2010 — 2014
Certificate, Organisational Leadership
Université de Montréal - HEC Montréal
Certificate, Business Management
National Bank Financial December 2014 - Present
National Bank Financial April 2013 - November 2014
Ernst & Young October 2011 - April 2013
RSM Richter Chamberland January 2010 - September 2011
Skills
Canadian GAAP, Due Diligence, Financial Analysis, Accounting, Business Analysis, M&A support, External Audit
Education
HEC Montréal 2009 — 2010
D.E.S.S., Graduate Diploma in Public Accountancy (CA)
HEC Montréal 2006 — 2009
BCom, Accounting
CFA Institute
Marret Asset Management Inc. October 2014 - Present
National Bank Financial November 2011 - October 2014
Rio Tinto Alcan August 2010 - August 2011
CIRANO Montreal & HEC Montreal 2008 - 2010
Uniselect USA September 2004 - December 2004
Skills
Economics, Financial Modeling, Valuation, Financial Analysis, Analysis, Corporate Finance, Business Analysis, Equities, Investments, Commodity, Portfolio Management
Education
Université de Montréal - HEC Montréal 2007 — 2010
M.Sc., Applied Financial Economics
University of Sherbrooke 2003 — 2006
B.B.A, Finance
National Bank Financial September 2012 - Present
Education
Université de Montréal - HEC Montréal 2009 — 2012
Bachelor in Business Administration, Finance Major
East Coast Fund Management Inc. 2010 - Present
National Bank Financial August 2007 - August 2010
TD Securities Inc. August 1999 - July 2007
Skills
Derivatives, Equities, Capital Markets, Hedge Funds, Fixed Income, FX Options, Investment Banking, Options, Financial Markets, Structured Products, Securities, Structured Finance, Bonds, Equity Derivatives, Investments, Equity Trading
Education
CFA Institute
Chartered Financial Analyst
The University of Western Ontario - Richard Ivey School of Business
MBA
Wilfrid Laurier University
Resolute Forest Products August 2012 - Present
IATA April 2008 - April 2012
National Bank Financial September 2004 - March 2008
Raymond Chabot Grant Thornton June 2001 - September 2004
Skills
Accounting, Auditing, Financial Statements, IFRS, Management, Financial Reporting, Risk Management, Financial Analysis, Internal Controls, Financial Accounting, Process Improvement, Microsoft Excel, Corporate Finance, Business Process..., Project Management
Education
HEC Montréal 2001 — 2002
DESS, Public Accountancy
Laurentian Bank Securities January 2014 - Present
Laurentian Bank Securities May 2012 - January 2014
National Bank Financial February 2011 - November 2011
National Bank Financial June 2009 - February 2011
National Bank Financial September 2005 - June 2009
Caisse centrale Desjardins February 2004 - September 2005
Skills
Bloomberg, Options, Fixed Income, Government Bonds, High Yield Bonds, Money Market, Microsoft Excel, Structured Products, Interest Rate Swaps, FX Options, Visual Basic, Fincad, Reuters
Education
HEC Montréal 2002 — 2004
Master of Science (MSc), Financial Engineering
McGill University 1999 — 2002
Bachelor of Commerce (B.Com.), Finance
CIBC Securities February 2014 - Present
National Bank Financial January 2000 - November 2013
Scotiabank Global Banking and Markets March 1992 - December 1999
Education
McGill University 2013 — 2014
Master of Business Administration (M.B.A.), Advance Management Course
McGill University 1985 — 1988
Joint Major :Economics & Political Science, Political Economy
Vanier College
Canaccord Genuity Inc. Summer AssociateMTL CapitalMay 2014 - August 2014
National Bank Financial June 2013 - September 2013
Deloitte Canada January 2013 - May 2013
Education
McGill University 2009 — 2014
Bachelor of Engineering (BEng), Electrical Engineering