National Bank Financial
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National Bank Financial Employees
National Bank Financial March 2014 - Present
National Bank Financial 2011 - February 2014
Wellington West August 2008 - December 2011
MGI Securities 2006 - 2008
Bieber Securities Inc. 1995 - 2006
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Investment Strategies, Investments, Strategic Financial..., Securities, Portfolio Management, Asset Allocation, Financial Services, Retirement, Financial Advisory, Equities, Asset Management, Estate Planning
Education
The University of Winnipeg 2005 — 2008
BA, Psychology
National Bank Financial November 2003 - Present
Skills
Wealth Management, Investments, Portfolio Management, Securities, Derivatives, Finance, Estate Planning, Investment Strategies, Banking, Wealth, Equities, Wealth Management..., Financial Planners, Insurance, Investment Advisory, Financial Analysis, Asset Allocation, Bonds, Retirement Planning, Fixed Income, ETFs, Asset Managment
Education
Canadian Securities Institute
CSWP. Chartered Strategic Wealth Professional, Charter in Strategic Wealth Planning
Canadian Academy of Senior Advisors
CPCA, Aging and Investing Issues
Canadian Securities Institute
FCSI, Fellow of the Canadian Securities Institute
Canadian Securities Institute
Options, Derivative investing and hedging techniques
Canadian Securities Institute
CIM, Canadian Investment Manager
Canadian Securities Institute
PMT, Portfolio Management Course
Canadian Securities Institute
CSC, Canadian Securities Course
Canadian Securities Institute
Continuing Education Courses Regarding:
Chambre de la Securite Financiere
Insurance of Persons
McGill University
OceanRock Investments Inc. June 2014 - Present
Qtrade Financial Group June 2008 - November 2014
Qtrade Financial Group June 2010 - June 2014
National Bank Financial February 2007 - May 2008
Skills
Securities, Investments, Mutual Funds
Education
CFA Institute
Passed Level III
CAIA Association
Chartered Alternative Investment Analyst (CAIA) Charterholder
The University of British Columbia 2004 — 2008
Bachelor of Commerce (BCom), Finance
Canadian Securities Institute
Canadian Securities Course
WIRED, Condé Nast August 2014 - Present
National Bank Financial May 2012 - August 2013
Community Eye Care Specialists March 2008 - August 2011
Chautauqua County Hospice April 2010 - September 2010
Skills
Private Pilot, Instrument Rating, Microsoft Office, Microsoft Excel, Microsoft Word, Oracle SQL, Bloomberg, Thompson One, Research, Financial Modeling, Financial Analysis, Event Planning, Public Speaking, Social Media, Customer Service
Education
Miami University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Economics
Southwestern Central School 2006 — 2010
CIBC July 2014 - Present
National Bank Financial May 2013 - August 2013
Bennett, Coleman and Co. Ltd. (Times Group) May 2012 - July 2012
Skills
Financial Analysis, Financial Modeling, Private Equity, Business Analysis, Equity Research, Portfolio Management, Investments, Corporate Finance, Teamwork, Fixed Income, Equity Valuation, Strategic Financial..., Data Analysis, Investment Banking, Valuation, Leadership
Education
The University of British Columbia / UBC 2010 — 2014
Bachelor of Commerce, Finance
MDA Training
Financial Modelling, Investment Banking
Modern School 2009 — 2011
Science & Economics
Bank of America Merrill Lynch March 2011 - Present
National Bank Financial February 2004 - November 2010
Lightyear Capital February 2001 - February 2004
Northrock Resources September 1999 - January 2001
Education
Queen's University 1989 — 1993
Bsc, Chemical Engineering
PI Financial Corp. May 2014 - Present
Global Hunter Securities September 2011 - July 2013
National Bank Financial September 2006 - November 2010
Caltech 2006 - 2008
FirstEnergy Capital Corp September 2004 - August 2006
Acumen Capital Finance Partners June 2000 - August 2004
Nortel Networks April 1997 - June 2000
Canadian Pacific Railway 1993 - 1998
Skills
Equity Research, Equities, Capital Markets, Investments, Valuation, Financial Modeling, Hedge Funds, Investment Banking, Equity Valuation, Corporate Finance, Private Equity, Energy, Financial Analysis, Fixed Income, Bloomberg, Pipelines, Midstream, Business Development
Education
University of Calgary 1998 — 2000
MBA, Finance
Queen's University 1989 — 1993
BSc Engineering, Engineering Physics
Hecla Mining July 2014 - Present
Hecla Mining June 2011 - June 2014
Odlum Brown Limited April 2010 - April 2011
National Bank Financial September 2009 - April 2010
Skills
Financial Modeling, Corporate Finance, Investor Relations, Valuation, Equities, Financial Analysis, Capital Markets, Investments, Portfolio Management, Project Finance, Bloomberg, Accounting, Financial Reporting, Mergers & Acquisitions, Due Diligence
Education
CFA Institute 2011 — 2012
Level II Candidate
The University of British Columbia 2007 — 2011
Commerce, Finance
National Bank Financial August 2014 - Present
National Bank of Canada May 2009 - July 2014
Laurentian Bank May 2006 - April 2009
Skills
Banking, Financial Analysis, Customer Service, Analysis, Microsoft Excel, Sales, Strategy, Team Leadership, Budgets, Teamwork, Financial Modeling, Vegetarian Cooking, Data Analysis
Education
McGill University 2005 — 2009
Bachelor of Commerce, Marketing
Dawson College 2003 — 2005
Commerce, Commerce
National Bank Financial November 2011 - Present
Wellington West February 2003 - November 2011
TD Waterhouse, The Bluteau DeVenney Group September 2000 - January 2003
Royal Bank / Royal Trust 1992 - 2000
Education
Canadian Securities Institute 2007 — 2007
PFPC, Financial Planning
Canadian Securities Institute 1998 — 1998
CSC
Saint Mary's University 1991 — 1995
B.Comm, Commerce
National Bank Financial August 1994 - Present
Richardson Greenshields of Canada Ltd. April 1986 - July 1994
Skills
Wealth Management, Equities, Portfolio Management, Investments, Investment Strategies, Investment Advisory, Mutual Funds, Fixed Income, Asset Allocation, Retirement Planning, Capital Markets, Asset Management
Education
The University of Calgary 1982 — 1984
Bachelor of Commerce (B.Com.), Finance
Red Deer College 1980 — 1982
Bachelor of Business Administration (BBA), Business Administration and Management, General
Sherpa Technologies Inc. August 2010 - Present
CN January 2013 - June 2013
National Bank Financial August 2010 - January 2013
Yellow Media Inc January 2007 - October 2010
Location Ravary January 1996 - 2009
Groupe ODESIA 2005 - 2007
CGI 2005 - 2005
Ericsson Communications2003 2003 - 2003
Canadian Space Agency 2001 - 2001
Skills
Innovative Problem..., Calm Under Pressure, Excellent Crisis..., Business Intelligence, ETL, Unix, Oracle, Datastage, Integration, Business Analysis, Perl, Testing, Data Integration, Data Modeling, Data Warehousing, MySQL, Dimensional Modeling, Data Quality
Education
Université de Sherbrooke 1999 — 2003
Bachelors (Coop), Electrical Engineering
Collège de Bois-De-Boulogne 1997 — 2000
Degree, Natural Sciences
Self Employed January 2011 - Present
National Bank Financial March 2007 - December 2010
Rothschild 1999 - 2006
Skills
Investment Banking, Banking, Capital Markets, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Due Diligence, Mergers, Strategy, Equities, Business Development, Venture Capital, Restructuring, Business Strategy, Private Equity, Portfolio Management, Corporate Development, Coaching, Hockey, Ice Hockey
Education
Queen's University 1984 — 1987
BA (Hons), Economics
National Bank Financial May 2006 - Present
RBC Dominion Securities September 2002 - May 2006
Skills
Wealth Management, Financial Analysis, Strategic Financial..., Investments, Retirement Planning, Asset Management, Asset Allocation, Portfolio Management, Securities, Risk Management, Equities, Investment Strategies, Investment Advisory, Estate Planning, Mutual Funds, Fixed Income, Relationship Management, Capital Markets, Commercial Banking, Financial Advisory, Mergers & Acquisitions, Valuation, Bloomberg, Equity Research, Financial Modeling, Investment Banking, Corporate Finance, Investment Management, Financial Planning
Education
St. Francis Xavier University 1995 — 1997
B.B.A., Finance (Dean's List)
Southern Alberta Institute of Technology 1993 — 1995
Diploma (President's List), Business Administration and Management, Marketing
Camrose Composite High School
Camrose Composite High School
Camrose Composite High School
Palos Management Inc. January 2001 - Present
Palos Management Inc. January 2001 - Present
Marleau Lemire Inc. January 1990 - December 2000
National Bank Financial January 1980 - December 1989
BMO Nesbitt Burns January 1970 - December 1979
Skills
Investments, Economics, Corporate Finance, Asset Managment, Valuation, Equities, Venture Capital, Mergers & Acquisitions, Wealth Management, Corporate Development, Asset Management, Alternative Investments, Private Equity, Portfolio Management, Start-ups, Hedge Funds, Business Strategy, Financial Analysis, Investment Strategies, Entrepreneurship, Trading, Investment Banking, Financial Modeling, Capital Markets, Finance, Management Consulting, Strategic Financial..., Due Diligence, Securities, Investor Relations, Mutual Funds, Options, Funding, Private Placements, Restructuring, Financial Structuring, Fixed Income, Investment Advisory, IPO, Emerging Markets, Business Valuation, Derivatives, Investment Management, Capital, Structured Finance, Project Finance, Growth Capital, Deal Sourcing, Angel Investing, Joint Ventures
Education
University of Ottawa / Université d'Ottawa 1965 — 1970
Honors Bachelor of Science, Mathematics & Economics
Saint Lawrence College 1959 — 1964
senior immatriculation, Arts & Science
RBC Capital Markets April 2015 - September 2015
Ryerson Investment Group August 2014 - August 2015
National Bank Financial May 2014 - August 2014
Skills
Sales, Financial Modeling, Entrepreneurship, Customer Service, Teamwork, Time Management, VBA, Critical Thinking, Finance, Microsoft Office, Social Networking, Social Media, Marketing, Team Management, Management, Leadership, PowerPoint, Inventory Management, Customer Satisfaction, Retail, Data Entry, Microsoft Excel, Team Building, Food, Bartending, Accounting, Microsoft Word, Business, Public Relations, Windows, Marketing Strategy, Computer Hardware, Cashiering, Salesforce.com, OS X, Training, Facebook, Social Media Marketing, Budgets, Data Analysis, Recruiting, Sales Management, Account Management, Advertising, Business Development, Analysis, Email Marketing, Direct Marketing, SPSS, Team Leadership
Education
Ryerson University 2012 — 2016
Bachelor of Commerce (B.Com.), Honours, 3y 3.67 GPA, Finance
Windsor Secondary School 2007 — 2010
Dogwood Diploma, High School/Secondary Diplomas and Certificates
Camden Military Academy 2005 — 2008
ROTC, Level 2
Richardson GMP January 2014 - Present
Stifel Nicolaus Canada May 2011 - August 2013
TD Newcrest September 2008 - April 2011
Thomas Weisel Partners December 2004 - August 2008
National Bank Financial June 2000 - November 2004
Skills
Valuation, Capital Markets, Investments, Bloomberg, Financial Modeling, Fixed Income, Equities, Investment Banking, Equity Research, Series 7
Education
Southern Alberta Institute of Technology 1998 — 1999
Computer Engineering Technology, Computer Hardware, Networking
Churchill
Churchill
University of Calgary
National Bank Financial October 2014 - Present
Dundee Capital Markets November 2013 - September 2014
Dundee Securities June 2011 - October 2013
Desjardins Securities November 2009 - June 2011
Education
Wilfrid Laurier University 2007 — 2009
Queen's University 2002 — 2006
BAH, Political Studies, Economics
BSS
Yellow Pages Group / Groupe Pages Jaunes – Canada April 2013 - Present
Standard Life November 2012 - April 2013
National Bank Financial November 2005 - November 2012
Banque Nationale Groupe Financier 2005 - 2010
Bell Interactif September 2005 - November 2005
Data Quest 2004 - 2005
Path Solutions 2002 - 2004
FREELANCE/ Consultant: 2001 - 2002
Imit Co. 2001 - 2002
Skills
Integration, Software Quality..., Quality Assurance, Agile Methodologies, Business Analysis, Requirements Analysis, Software Project..., SDLC, Test Management, User Acceptance Testing, Programming, Quality Center, Testing, Scrum, Test Planning, System Testing, Business Requirements, Test Cases, Agile Project Management, Test Automation, Regression Testing, Performance Testing, JIRA, QTP, HP Quality Center, HP QTP
Education
Notre Dame University 2000 — 2003
Bachelor of Applied Science (B.A.Sc.), Business/Computer
Mission Laique Francaise, Grand Lycee Franco-Libanais, Beyrouth 1981 — 1996
French Baccalaureate, “Sciences Expérimentales” Physics and Chemistry Concentration
McGill University
Project Management Certificate, Project Management
National Bank Financial August 2014 - Present
ScotiaMcLeod January 2013 - July 2014
Golden West Broadcasting May 2011 - October 2012
Drumheller Dragons 2011 - 2012
Skills
Account Management, Communication, Account Maintenance, Performance Reporting, Client Relations Skills, Marketing Communications, Advertising, Online Marketing, Social Media, Business Development, Website Development, Client Co-ordination, Email Marketing, Document Management, Cash Flow, Portfolio Performance..., Marketing Management, Microsoft Excel, Public Relations, Blogging, Event Management, Journalism, Customer Service, Microsoft Office
Education
CSI Global Education
Conduct and Practices Handbook
CSI Global Education
Canadian Securities Course
Lethbridge College 2009 — 2011
Diploma, Communication Arts
Mount Royal College 2007 — 2009
General Studies
National Bank Financial December 2014 - Present
Industrial Alliance Securities September 2012 - November 2014
Morneau Shepell Inc January 2008 - June 2011
Romtelecom S.A. July 1998 - November 2005
Municipal Hospital October 1996 - July 1998
Public Health Agency of Romania February 1990 - October 1996
Skills
Customer Service, Teamwork, Customer Relations, Problem Solving, Administration, Hospitality Industry, Hospitality Management, Internal Communications, Knowledge Management, Microsoft Office, Office Management, Office Administration, Outsourcing, Healthcare Management, Events Coordination, Corporate Events, Workplace Health, Organizational..., Budgets, Human Resources, Program Management, Recruiting, Employee Relations, Leadership, Strategic Planning, Training, Event Planning, Team Leadership, Employee Benefits, Change Management, Performance Management, Management
Education
Université de Montréal / University of Montreal 2009 — 2012
Postgraduate Degree/ Masters', Administration, PGDip
University of Timisoara 1998 — 2003
Bachelor, Business/Managerial Economics
Deloitte August 2015 - Present
Deloitte August 2014 - August 2015
Deloitte January 2014 - August 2014
National Bank Financial April 2012 - August 2012
Rothmans, Benson and Hedges May 2010 - August 2011
Distagro, a Division of Metro Inc. May 2009 - August 2009
Distagro, a Division of Metro Inc. July 2007 - August 2007
Skills
Teamwork, Microsoft Office, Microsoft Excel, Customer Service, Time Management, PowerPoint, Social Media, Microsoft Word, Financial Analysis, Data Analysis, Team Leadership, External Audit, SOX 404, Financial Reporting, Accounting, Financial Accounting, Auditing
Education
Université de Sherbrooke 2013 — 2014
DESS, Accounting
The University of British Columbia 2012 — 2013
Diploma in Accounting, Accounting and Finance
The University of British Columbia 2008 — 2012
Bachelor of Arts (BA), Major in Economics, Minor in Commerce
Ashbury College
Billigual High School Diploma
CIBC World Markets March 2010 - Present
National Bank Financial August 2002 - February 2010
Skills
Equity Research, Capital Markets, Derivatives, Fixed Income, Valuation, Investment Banking, Bloomberg, Equities, Hedge Funds, Financial Modeling
Education
Schulich School of Business 1995 — 1997
MBA
McMaster University 1991 — 1994
BSc, Mathematics
Tulane University August 2015 - Present
National Bank Financial April 2014 - April 2015
University Tennis Centre September 2013 - April 2015
McCann Redi Mix April 2011 - April 2014
Skills
Microsoft Excel, Analytics, Data Modeling, Data Analytics, Economic Modeling, Customer Service, Time Management, Financial Analysis, Financial Modeling, VBA
Education
Tulane University - A.B. Freeman School of Business 2015 — 2016
Master of Management in Energy, 3.83
The University of Western Ontario 2011 — 2015
Bachelor of Management and Organizational Studies, Finance and Economics
Metro Inc. February 2015 - Present
ICEVAP May 2014 - January 2015
L'Oréal June 2012 - May 2014
Mosaic Sales Solutions March 2011 - July 2012
Sodem June 2008 - September 2010
National Bank Financial May 2007 - September 2007
Skills
Social Media, Event Planning, Management, Team Management, Program Management, Leadership, Teamwork, French, Public Relations, Budgets, Customer Service, Sales, Research, Retail, Project Planning
Education
McGill University 2007 — 2010
B.Com, Social Context of Business, Environmental Studies
Collège Jean-de-Brébeuf
DEC Social Science, International Studies
Caisse de dépôt et placement du Québec October 2011 - Present
National Bank Financial May 2011 - October 2011
Desjardins November 2010 - June 2011
Loto-Québec October 2009 - January 2011
Arinso December 2005 - March 2008
Uniboard Canada 2007 - 2008
Canon, Inc. April 2004 - June 2005
Fairmont Hotels and Resorts January 2003 - December 2003
Skills
Talent Management, Change Management, Business Process, HR Transformation, HRIS, ERP, Management Consulting, Human Resources, Outsourcing, Business Analysis, Recruiting, SAP, Management
Education
Université de Montréal 2004 — 2009
Master Degree, Industrial Relations
Université de Montréal 2000 — 2003
Bachelor degree, Industrial Relations
Université de Montréal 1997 — 2000
Bachelor degree, Languages
NAI Asia Pacific Properties May 2013 - September 2013
TELUS May 2012 - August 2012
Barclays Capital Inc. January 2011 - September 2011
National Bank Financial January 2007 - June 2009
The University of British Columbia September 2008 - April 2009
Lehman Brothers 2008 - 2008
Skills
Research, Fundraising, Social Media Marketing, Microsoft Office, Analysis, Accounting, Corporate Finance, International Business, Negotiation, Derivatives, Marketing Research, Marketing Communications, Accounts Payable, Accounts Receivable, Business Analysis, Business Management, New Business Development, IT Management, Social Psychology, Project Management, International Relations, Time Management, PowerPoint, Management, Microsoft Excel, Leadership, Team Leadership, Data Analysis, Sales
Education
University of Victoria 2012 — 2013
Master of Global Business (MGB), Global Business
The University of British Columbia / UBC 2006 — 2009
Bachelor of Commerce (B.Com.), Finance, General
H.H. Angus & Associates Ltd 2011 - 2013
King Township Public Library 2008 - 2009
National Bank Financial 2004 - 2006
The Rosedale Day School 2005 - 2005
University of Toronto 2003 - 2003
Skills
Microsoft Excel, Research, Marketing, Community Outreach, Analysis, Leadership, Records Management, Data Entry, Editing, Training, Change Management, Teamwork, Data Analysis, Time Management, Event Planning, Marketing Strategy, Team Building
Education
University of Toronto
Master of Library and Information Studies
Queen's University
Bachelor of Applied Science, Civil Engineering
National Bank Financial June 2015 - Present
National Bank Financial March 2015 - June 2015
Credigy January 2015 - February 2015
McGill University January 2013 - October 2014
McGill University September 2012 - October 2014
VTB Capital June 2012 - August 2012
Skills
Machine Learning, Dependence Modeling, Statistical Data..., Statistical Modeling, R, Python, SQL, Numerical Analysis, Matlab, Data Mining
Education
McGill University 2012 — 2014
Master's Degree, Mathematical Statistics and Probability, 3.9/4.0
University of Oxford 2013 — 2013
Computational Biology
Moscow Institute of Physics and Technology (State University) (MIPT) 2008 — 2012
Bachelor's Degree, Applied Mathematics and Applied Physics, 4.95/5.0
ATB Securities Inc. March 2004 - Present
Apex Financial December 2002 - March 2004
National Bank Financial January 2001 - December 2002
TD Evergreen September 2001 - January 2002
Skills
Financial Management..., Banking, Finance, Retirement Planning, Investments, Mutual Funds, Wealth Management, Securities, Investment Strategies, Asset Management, Investment Advisory, Mortgage Lending, Financial Advisory, Strategic Financial..., Portfolio Management, Commercial Banking, Retail Banking, Investment Banking, Small Business, Residential Mortgages, Fixed Income, Commercial Lending, Cash Management, Bonds, Investment Management, Equities, Pensions, Wealth Management..., Loans, High Net Worth..., Financial Planners, Wealth, Credit Analysis, Financial Services, Consumer Lending, Business Planning, Asset Allocation, Derivatives, Personal Financial..., Financial Markets, Corporate Finance, Relationship Management, Estate Planning, Credit Risk, Financial Risk, Financial Structuring, Private Banking, Financial Analysis, Risk Management
Education
The University of Lethbridge 1999 — 2001
Bachelor of Management, Finance
The University of Calgary 1995 — 1999
Pre-management, Commerce
Scotiabank April 2014 - Present
Schulich School of Business September 2012 - June 2014
National Bank Financial May 2013 - September 2013
Cognizant Technology Solutions November 2008 - June 2012
Hexaware Technologies 2006 - 2008
Skills
Business Analysis, Team Management, Capital Markets, Problem Solving, Organized Multi-tasker, Requirement..., Cross-functional Team..., Eagle PACE, Consulting, PL/SQL, Cross Functional Team..., Software Project..., Leadership, Project Management, Business Strategy, Strategic Planning, New Business Development, Change Management, Team Building, Cultural Diversity
Education
York University - Schulich School of Business 2012 — 2014
Master of Business Administration (MBA)
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2002 — 2006
Bachelor of Engineering (B.Engg.), Electronics and Communication, Top 5 in class with Honours
National Bank Financial November 2011 - Present
Wellington West Capital August 2003 - November 2011
BMO Nesbitt Burns August 2000 - August 2003
NHL- Edmonton Oilers, Minnesota North Stars, 1988 Canadian Olympic Team 1984 - 2000
Skills
Financial Advisory, Asset Allocation, Portfolio Management, Equities, Retirement, High Net Worth..., Alternative Investments, Estate Planning, Asset Managment, Fixed Income, Securities, Hedge Funds, Banking, Financial Services, Asset Management
Education
The University of North Dakota 1982 — 1984
Business
Athol Murray College of Notre Dame 1978 — 1981
National Bank Financial January 2012 - Present
HSBC January 1999 - December 2011
Skills
Wealth Management, Investment Strategies, Investment Advisory, Mutual Funds, Retirement Planning, Portfolio Management, Asset Allocation, Investments, Wealth Management..., Bonds, High Net Worth..., Equities, Fixed Income, Investment Management, Alternative Investments, Strategic Financial..., Asset Managment, Financial Advisory, Securities, Estate Planning, GIC, Income, Income Protection, Insurance, Trusts, Charitable Trusts
Education
Simon Fraser University
Bachelor of Business Administration (BBA)
National Bank Financial July 2010 - Present
Skills
Financial Analysis, Corporate Finance, Financial Modeling, Valuation, Commodity, Risk Management, Derivatives, Mergers, Commodity Markets, Financial Reporting, Due Diligence, Energy, Internal Controls, Accounting, Portfolio Management, Capital Markets, Strategic Financial..., Treasury, Divestitures, Financial Accounting
Education
The University of Lethbridge 1999 — 2002
Commerce, Finance/Accounting
National Bank Financial August 2011 - Present
Industrial Alliance Securities August 2007 - August 2011
Skills
Equities, Equity Research
Education
University of Brighton 2004 — 2005
MSc, International Capital Markets
Université de Sherbrooke 2001 — 2004
BSc, Finance
Waterton Global Resource Management, Inc. June 2015 - Present
Waterton Global Resource Management, Inc. March 2014 - June 2015
National Bank Financial January 2013 - October 2013
TD May 2012 - August 2012
Alma Mater Society May 2010 - April 2011
Alma Mater Society May 2009 - April 2010
Scotia Capital May 2008 - August 2008
Skills
Quantitative Analytics, Bloomberg Terminal, Econometrics, Policy Analysis, Public Speaking
Education
University of Toronto 2011 — 2013
Master of Financial Economics (MFE)
Queen's University 2007 — 2011
B.Sc(Hon), Mathematics, Economics
CN Investment Division April 2008 - Present
Dundee Securities August 2007 - March 2008
National Bank Financial February 2006 - August 2007
Aon Consulting January 2003 - February 2006
Education
Sherbrooke University 2001 — 2002
M.Sc., Finance
Sherbrooke University 1998 — 2001
BBA, Finance
CFA Institute
Chartered Financial Analyst designation
Global Association of Risk Professionals
Financial Risk Manager designation
M Partners June 2013 - Present
National Bank Financial August 2011 - June 2013
Gerdau Long Steel North America September 2004 - September 2010
Siemens VDO Automotive Inc May 2003 - August 2003
Camco Inc. May 2002 - August 2002
Camco Inc. May 2001 - August 2001
Siemens VDO Automotive Inc. April 2000 - August 2000
Skills
Strategy, Project Management, Business Strategy, Process Engineering, Capital Markets, Investments, Manufacturing, Financial Modeling, Valuation, Equity Research, Finance, Corporate Finance
Education
York University - Schulich School of Business 2009 — 2011
MBA, Finance and Strategy, A-
McMaster University 1999 — 2004
B.Eng&Mgt, Materials Science
CFA Institute
Canadian Securities Institute
National Bank Financial July 2012 - Present
Manulife Financial September 2003 - June 2012
BMO Nesbitt Burns April 2000 - March 2003
Global Allocation Financial April 1998 - April 2000
Skills
Investments, Sales Management, New Business Development, Insurance, Customer Service, Wealth Management, Team Building, CRM, Mutual Funds, Marketing, Retirement, Investment Advisory, Finance, Asset Allocation, Banking, Relationship Management, Portfolio Management, Securities, Retirement Planning
Education
Ryerson University
Business
University of Toronto
Psychology
MSVU September 2009 - Present
National Bank Financial September 2013 - December 2013
Investors Group January 2013 - April 2013
Skills
Leadership, Public Relations
Education
Mount Saint Vincent University 1998 — 2018
Symbiotic Partners 2011 - Present
Traverse Capital Partners 2007 - Present
Scotiabank Global Banking and Markets 2004 - 2007
National Bank Financial 2001 - 2004
CIBC World Markets 1998 - 2001
Skills
M&A Advisory, Corporate Finance, Capital Markets, Valuation, Venture Capital, Private Equity, Mezzanine, Debt, Strategic Planning, Distressed Capital, Restructurings, Mergers, Capital, Restructuring, Mergers & Acquisitions, Fixed Income, Due Diligence, Finance, IPO, Equities, Financial Services, Financial Structuring, Investment Banking, Investments, Private Placements, Corporate Development, Hedge Funds, Financial Modeling, Equity Research, Investor Relations, Business Valuation, M&A experience, Alternative Investments, LBO, Securities, Asset Management, Portfolio Management, Joint Ventures
Education
University of Toronto 1996 — 1998
MBA
University of Toronto 1994 — 1996
MSc
McMaster University 1989 — 1993
BSc
Desjardins January 2015 - Present
Desjardins June 2014 - December 2014
Desjardins January 2013 - June 2014
National Bank of Canada July 2011 - January 2013
National Bank of Canada January 2009 - July 2011
National Bank Financial October 2006 - January 2009
Runes Technologies May 2005 - October 2006
CIBC World Markets July 2003 - May 2005
SunGard June 1996 - July 2003
Skills
Banking, Analysis, Requirements Analysis, Life Cycle Assessment, Trading, Risk Management, Documentation, Financial Markets, Business Analysis, Sybase, Derivatives, Data Management, IT Management, Incident Management, ITIL, Integration, Business Requirements, Software Project..., Change Management, Capital Markets, Agile, Process Improvement, Fixed Income, Program Management, Business Process, SQL, FX, Visio, Unix, PL/SQL, Team Leadership, Order Management, Equities, FX Options, Project Portfolio..., Business Intelligence, IT Strategy, Enterprise Architecture, PMP, Requirements Gathering, PMO, Agile Methodologies, Software Documentation
Education
UQAM 1991 — 1994
B.Sc.A., Management Information Systems
University of Montreal 1989 — 1991
Minor, sociology-psychology
National Bank Financial January 2014 - Present
National Bank Financial November 2010 - December 2013
Capital One February 2010 - October 2010
Pratt & Whitney Canada September 2009 - December 2009
Pratt & Whitney Canada May 2009 - August 2009
McGill University 2006 - 2009
Pratt & Whitney Canada May 2008 - August 2008
Pratt & Whitney Canada January 2008 - April 2008
Skills
Corporate Finance, Capital Markets, Cross-functional Team..., Financial Analysis, Forecasting, Financial Modeling, Management, Strategy, Investment Banking
Education
McGill University 2006 — 2009
BCom, Finance & International Business
National Bank Financial November 1998 - Present
Skills
Fixed Income, Financial Modeling, Investment Banking, Corporate Finance, Private Equity, Mergers & Acquisitions, Capital Markets, Financial Analysis, Investments, Equities, Credit Risk, Valuation
Education
Queen's University 1983 — 1987
Arts, Politics
Queen's University 1983 — 1987
Arts, Politics
Upper Canada College
National Bank Financial November 2010 - Present
Haywood Securities July 2008 - November 2010
Hatch July 2006 - July 2008
Education
Queen's University 2002 — 2006
B.Sc., Engineering Chemistry
Banque Nationale September 2014 - Present
National Bank of Canada March 2013 - September 2014
National Bank of Canada July 2010 - January 2013
National Bank of Canada October 2009 - October 2010
National Bank of Canada January 2009 - October 2009
National Bank Financial July 2007 - December 2008
CGI March 1998 - July 2007
Skills
Business Intelligence, ETL, Data Warehousing, Data Modeling, Data Integration, Datastage, Dashboard, Business Intelligence..., Solution Architecture, Dimensional Modeling, Business Objects, Data Quality, Business Analysis, Master Data Management, Enterprise Architecture, Data Marts, Data Warehouse..., Team Management, IT Security Best..., Software Engineering..., Best Practices, Knowledge Management, Knowledge Sharing, Knowledge Transfer, Software Development...
Education
Université de Sherbrooke 1994 — 1997
Standard & Poor's November 2011 - Present
Research Partners LP 2009 - 2010
Canaccord Genuity Inc. 2005 - 2008
National Bank Financial 2004 - 2005
Canaccord Genuity Inc. 2002 - 2004
Scotiabank 1996 - 2001
Skills
Research, Equity Research, Equities, Financial Modeling, Valuation, Credit Analysis, Credit Rating, Financial Analysis
Education
The University of Calgary 1990 — 1995
Bachelor of Arts in Economics
Southern Alberta Institute of Technology / SAIT
Sproule & Associates Engineering
Evaluation of Oil and Gas Properties
National Bank Financial September 2015 - Present
Resolute Forest Products March 2014 - March 2015
Dimexco July 2013 - July 2013
Natural life LLC December 2007 - December 2012
Panalpina December 2007 - January 2009
International Bonded Courier IBC December 2006 - December 2007
Skypostal, Inc. July 2006 - December 2006
Super Fast Services January 2006 - June 2006
Transnational Services September 2003 - June 2006
Skills
Customer Service..., Business Process, International Logistics, Strategic Planning, International Business..., Analysis, Microsoft Excel, import and export, Financial Accounting, SAP, Accounts Payable, Accounts Receivable, Financial Markets
Education
Comission Scolaire Marguerite Bourgoys 2013 — 2014
French Studies
Universidad Externado de Colombia 2009 — 2010
specialization in bank operations and Finance, International Finance, Program in Finance
Miami Dade College 2008 — 2008
Logistics Management
Miami Dade College 2007 — 2007
Quickbooks professional 2007
Miami Dade College 2006 — 2007
Bookkeeping I and II
Universidad Nacional de Colombia 1998 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Pavilion Financial Corporation April 2014 - Present
National Bank Financial December 2011 - April 2014
Wellington West August 2008 - January 2012
Wellington West Asset Management Inc. February 2007 - July 2008
Assante Wealth Management September 2005 - March 2006
Assante Wealth Management August 2000 - September 2005
Skills
Excel, Microsoft Office, PowerPoint, Microsoft Excel, Mutual Funds, Wealth Management, Financial Services, Portfolio Management, Banking, Project Management, Asset Management, Investment Strategies, Investments, Securities, Equities, Bonds, Investment Advisory
Education
Canadian Securities Course 2011 — 2012
Currently enrolled in CSC
The University of Winnipeg 1990 — 1995
BA, Psychology, Biology, physiological psych.
St. James Collegiate High School 1986 — 1989
Looking for a new job opportunity January 2015 - Present
Véronique Petitfils June 2014 - December 2014
Ville de Mont-Saint-Hilaire October 2012 - October 2013
Desjardins March 2012 - June 2012
Various Businesses June 2009 - March 2012
Caisse de dépot et placement du Québec May 2007 - June 2007
Caisse centrale Desjardins March 2007 - May 2007
National Bank Financial September 2006 - November 2006
Strategis Financial Group February 2004 - July 2005
Refco 2004 - 2005
Skills
Risk Management, Risk, Derivatives, Credit, Analysis, Business Analysis, Back Office, Middle Office, Requirements Gathering, Data Analysis, Requirements Analysis, Process Improvement, Front Office, Financial Analysis, Documentation, Compliance, Portfolio Management, Business Intelligence, Research, Credit Risk, Statistics, Basel II, Equities, Fixed Income, Securities, Market Risk, Banking, Access, Excel, Hedge Funds, Asset Management, Investments, Corporate Finance, Problem Solving, Microsoft Office, Due Diligence, Financial Modeling, Word, SQL, PowerPoint, Coaching, Capital Markets, English, Bloomberg, Bonds, Options, Investment Banking, VBA, Financial Reporting, Change Management
Education
McGill University 1981 — 2001
Diploma in Management (Applied), Finance
Canadian Securities Institute 1999 — 2000
The Conduct and Practices Course, Finance
McGill University 1999 — 2000
Graduate Certificate, International Business
Canadian Securities Institute 1998 — 1999
Canadian Securities Course, Finance
McGill University 1998 — 1999
Graduate Certificate, Treasury Finance
McGill University 1980 — 1985
B.Sc., Mathematics
Professional Risk Managers' International Association
Professional Risk Manager, Finance - Risk Management
National Bank Financial June 1995 - Present
Skills
Wealth Management, Investment Strategies, Investments, Equities, Investment Advisory, Portfolio Management, ETFs, Asset Managment, Alternative Investments, Securities, Fixed Income
Education
Queen's University 1990 — 1995
Bachelor of Arts, Psychology
MaisonBrison July 2007 - Present
National Bank Financial June 1995 - June 2007
Marleau Lemire Securities September 1994 - June 1995
Skills
Capital Markets, Strategy, Investor Relations, Corporate Finance, Investments, Valuation, Equities, Corporate Development, Financial Communications, Venture Capital
Education
Université de Sherbrooke 1992 — 1993
M.Sc., Finance
Université de Sherbrooke 1989 — 1992
B.A.A., Finance
Deloitte Corporate Finance Inc. August 2015 - Present
Deloitte Corporate Finance Inc. September 2013 - August 2015
National Bank Financial April 2011 - April 2013
Thomson Reuters December 2009 - April 2011
Thomson Reuters March 2009 - December 2009
RBC Dexia Investor Services October 2008 - March 2009
Department of National Defence June 2003 - December 2008
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Equities, Capital Markets, VBA, Due Diligence, Excel, Microsoft Excel, Investments, Asset Management, Equity Valuation, Mergers & Acquisitions, Analysis, Portfolio Management, Financial Markets, Risk Management, Mutual Funds, Securities, DCF, Business Development, IPO, Investment Management, Finance, Bloomberg, Equity Research, Financial Services, Derivatives, Fixed Income, Hedge Funds, Options, Bloomberg Terminal, Venture Capital, Trading, Trading Systems
Education
McMaster University 2004 — 2008
Honours Commerce, Finance
CFA Institute
CFA Charterholder
National Bank Financial September 2014 - Present
National Bank Financial May 2014 - August 2014
Caisse de dépôt et placement du Québec January 2014 - April 2014
Druid Management Consulting inc. January 2013 - July 2013
Valeurs mobilières Desjardins July 2012 - December 2012
National Bank Financial September 2011 - May 2012
National Bank Financial June 2011 - September 2011
National Bank Financial January 2011 - February 2011
National Bank of Canada October 2010 - January 2011
National Bank Financial June 2010 - September 2010
Skills
Web Development, Management, Software Engineering, Training, Architecture, Business Analysis, MS Project, IT Management, PMO, Risk Management, Software Project..., ITIL, Program Management, Project Management, Change Management, IT Strategy, Business Process, Enterprise Architecture, Outsourcing, Management IT
Education
Université du Québec à Montréal 1988 — 1991
Masters in Applied Science, Business Infromation Technology, Graduated
UQAM 1984 — 1986
Certificate, Information Technology, Graduated
UQAM 1978 — 1983
B.A., Business Administration, Graduated
National Bank Financial August 2012 - Present
UBC Investment Management Trust Inc. May 2011 - August 2011
YMCA of Greater Vancouver September 2010 - August 2011
Education
CFA Institute
The University of British Columbia
BCom, Finance, 2008 - 2011 (Expected)
LinkedIn January 2015 - Present
National Bank Financial November 2013 - January 2015
RBC Capital Markets July 2012 - June 2013
RBC Capital Markets June 2011 - August 2011
Richardson GMP May 2010 - August 2010
Skills
Finance, Capital Markets, Microsoft Excel, Marketing, Project Management, Relationship Management, Market Research, Bloomberg, Economics, Sales, Management, Intermediate French, Financial Analysis, Investments, Leadership, Portfolio Management, Financial Modeling, Social Selling, Fixed Income, Corporate Credit
Education
Queen's University 2008 — 2012
Bachelor of Commerce (B.Com.), Business/Commerce, General
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2011 — 2011
Winter Semester Exchange, Business/Commerce, General
The Bishop Strachan School 2002 — 2008
National Bank Financial January 2011 - Present
National Bank Financial December 2009 - January 2011
Natcan April 2009 - December 2009
National Bank of Canada May 2008 - April 2009
Education
Université du Québec à Montréal 2004 — 2008
BAA, Finance
SDA Bocconi 2007 — 2007
Finance
Università Commerciale Luigi Bocconi 2007 — 2007
International Finance
Authentic Wine & Spirits Merchants February 2015 - Present
Minella Salon Centre March 2009 - Present
A+Financial 2008 - 2009
National Bank Financial 2005 - 2007
Skills
Sales, Strategic Planning, Management, Customer Service, Risk Assessment, Estate Planning, Anti Money Laundering, Mac OS X, Canadian Securities..., Investment Management, Business Development, Long-term Customer..., Time Management, Cold Calling, Cosmetics, Beauty Industry, Merchandising, Skin Care, Hair Care, Hair Extensions, Mortgage Lending, Retail, Account Management, Singing, Fun Loving
Education
University of Manitoba 2001 — 2004
Bachelor of Commerce Honours, Finance & Accounting
The University of Winnipeg 2000 — 2001
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
Haywood Securities August 2013 - Present
National Bank Financial October 2012 - July 2013
Wellington West Capital Markets March 2004 - August 2011
JPMorgan August 2000 - October 2002
Education
University of Toronto - Rotman School of Management 1998 — 2000
Master of Business Administration (M.B.A.)
Queen's University 1988 — 1992
Bachelor of Science (Honours), Engineering
Conroy Ross Partners January 2014 - Present
Vlaad and Company May 2010 - January 2014
Royal Ontario Museum September 2009 - January 2010
Royal Ontario Museum July 2008 - August 2008
National Bank Financial May 2007 - August 2007
Skills
Microsoft Office, Customer Service, Strategic Planning, Research, Microsoft Excel, PowerPoint, Business Development, Human Resources, Time Management
Education
Ryerson University 2013 — 2015
Certificate - Human Resources Management, Human Resources Management/Personnel Administration, General
Western University 2005 — 2009
BMOS, Finance & Administration
R.H. King
R.H. King
McMaster University January 2015 - Present
National Bank Financial August 2015 - August 2015
Oakdale Golf & Country Club March 2012 - August 2015
Quarterly Profit Magazine September 2013 - April 2015
MAC Investment Club September 2013 - April 2014
ALIVE Outdoors Inc. September 2012 - September 2012
Education
McMaster University 2013 — 2017
Bachelor of Commerce (BCom), Accounting and Finance
St. Michael's College School 2007 — 2013
OSSD
National Bank Financial January 2008 - Present
Richardson International April 2011 - March 2014
Bieber Securities Inc. January 2007 - October 2008
Skills
Wealth Management, Personal Financial..., Mutual Funds, Retirement Planning, Business Strategy, Tax Advisory, Equity Trading, ETFs, Fixed Income, Structured Products
Education
University of Manitoba 2008 — 2012
Bachelor of Commerce (BCom Hons.), Entrepreneurship and Suppy Chain Management
The University of British Columbia 2008 — 2010
Pickering Public Library June 2015 - Present
Pickering Public Library September 2013 - Present
City of Pickering, Ont. Can February 2011 - April 2014
Pickering Public Library November 2008 - September 2013
Durham Parents of Multiples 2007 - 2009
National Bank Financial March 2000 - June 2006
CNIB Library for the Blind 1999 - March 2000
Skills
Cataloging, Library, Microsoft Office, Research, Customer Service, Library Reference, Integrated Library..., library statistics, Database Searching, Collaborative Problem..., Team Leadership, Microsoft Excel, Microsoft Word, Training Delivery, Horizon ILS, Webreporter, Library Science, Information Management, Online Research, Library Instruction, Social Media, Information Retrieval, Public Speaking, Social Networking, Copy Cataloging, MARC 21, Community Outreach, Collection Development, Information Literacy, Library Management, Libraries
Education
University College of the Fraser Valley 2010 — 2012
Library Technician Post-Diploma Certificate, Library and Information Science
Sheridan College 1997 — 1999
Library Technician, Libraries
Queen's University 1994 — 1997
Bachelor of Arts, History
MD Management March 2006 - Present
MD Management February 2005 - March 2006
National Bank Financial May 1997 - January 2005
Education
NAIT 1996 — 1998
Diploma, Finance, General
Siemens Canada January 2015 - Present
Québec Government Office in London March 2011 - February 2014
Merlin Entertainments Group May 2010 - March 2011
Québec Government Office in London June 2009 - August 2009
Cirque du Soleil July 2008 - December 2008
National Bank Financial May 2006 - February 2008
Former Quebec's Minister of Culture and Communication - Mrs Line Beauchamp May 2003 - August 2004
Skills
Public Relations, International Relations, Management, Creative Direction, Leadership, Media Relations, Corporate Communications, Project Planning, Entertainment, Event Planning, Media Planning, Public Diplomacy
Education
University of the Arts London 2009 — 2009
Master of Arts, Media, Communication and Critical Practice
Université de Montréal 2007 — 2007
Certificate, Communication
University of Cambridge 2006 — 2006
International Summer School Term I and II, Literature, Politic, Art history
Université de Montréal 2004 — 2006
Bachelor of Arts, French literature
Collège Charlemagne 1992 — 2001
High school
Harbourfront Wealth Management September 2013 - July 2014
National Bank Financial December 2011 - August 2013
Solidity Brokers January 2011 - November 2011
YoutradeFX Global Trading August 2009 - July 2010
BC Assessment May 2008 - August 2008
Aardvark Tents May 2005 - August 2008
North Shore Hebrew School September 2004 - June 2005
Skills
Investments, Marketing, Financial Analysis, Finance, Trading, Equities, Leadership, Portfolio Management, CRM, Sales, Capital Markets, Wealth Management
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Corporate Finance, M&A
Sauder School of Business 2005 — 2011
Bachelor's Degree, Bachelor of Commerce, Major in Real Estate
The Globe and Mail June 2010 - Present
National Bank Financial May 2008 - July 2009
RBC Capital Markets June 2007 - May 2008
Education
Columbia University - Graduate School of Journalism
Master of Science, Journalism
McGill University
Bachelor of Commerce, Finance, Strategy
Credit Agricole CIB June 2011 - Present
BNP Paribas July 2005 - March 2009
National Bank Financial February 1997 - July 2005
Skills
Interest Rate..., Fixed Income, Capital Markets, Derivatives, Structured Products, Financial Markets, Bloomberg, Series 7 & 63 licences, FX Derivatives, Business Development, Financial Engineering, Financial Futures, Reuters, Inflation-indexed bond, Credit Derivatives, FX Options, Investment Banking, Bonds, Equity Derivatives, Investments, Hedge Funds, Portfolio Management, Trading, Equities
Education
Sherbrooke University 1985 — 1989
Master of Science (M.Sc.), Finances
Sherbrooke University
Master of Arts (M.A.), Economics
Université du Québec à Montréal / UQAM
Bachelor of Science (B.Sc.), Economics
Ahuntsic College 1980 — 1982
D.E.C, Degree in Pure and Applied Science
RBC Dominion Securities March 2006 - Present
National Bank Financial September 1999 - October 2005
Kroll 1997 - 1999
Skills
Estate Planning, Financial Analysis, Wealth Management, Asset Allocation, Equities, Capital Markets, Financial Modeling, Investments, Investment Strategies, Mutual Funds, Investment Advisory, Investment Management, Wealth Management..., Retirement Planning
Education
The University of British Columbia 1990 — 1994
Commerce, Accounting
National Bank Financial January 2012 - Present
Skills
Marketing Communications, Brand Development, Investment and Wealth..., Corporate Identity, Customer Relations, Social Media, Team Management, Strategic Planning
Education
University of Winnipeg
Bachelor of Arts, Business Administration
The University of Winnipeg
Sprked July 2014 - Present
Imperium Denim May 2013 - Present
Credit Suisse May 2011 - May 2013
National Bank Financial June 2010 - December 2010
Canaccord Adams June 2009 - May 2010
Lynx Trading May 2008 - May 2009
Education
CFA Institute
Charterholder
McGill University - Desautels Faculty of Management 2005 — 2008
Bachelor of Commerce (BCom), Finance
Payless ShoeSource March 2012 - Present
Canadian Stock Transfer Company August 2011 - December 2011
Besam Canada Inc. November 2007 - December 2010
Synergy Performing Arts Academy September 2002 - November 2007
National Bank Financial May 2007 - September 2007
Skills
HRIS, Onboarding, Recruiting, Employee Relations, New Hire Orientations, Talent Acquisition, Employee Engagement, HR Policies, Human Resources, Benefits Administration, Succession Planning, Labor Relations, Job Descriptions, Talent Management, Screening Resumes, Interviews, Performance Management
Education
Seneca College of Applied Arts and Technology 2011 — 2011
Post-Graduate Certificate, Human Resources Management
University of Guelph-Humber 2003 — 2007
Business Administration, Human Resources, Finance
Indian Law offices New York Cross Border Legal Services April 2015 - Present
Indian Law Offices in New York March 2013 - April 2015
National Bank Financial June 2008 - April 2014
Barbeau,Evans,Goldstein Barristers & Solicitors Canada July 2008 - July 2012
STATE BANK OF PATIALA August 1971 - May 1996
Skills
US Citizenship,..., Canadian Immigration,..., International Law, Corporate Law, Immigration, Employment Law, Family Law, Personal Injury, Citizenship, Represents clients for..., Immigration Law, Kindness, Appeals, Licensing, Courts, Due Diligence, Civil Litigation, Commercial Litigation, Litigation, Legal Issues, Corporate Governance, Arbitration, Real Estate, Mediation, Intellectual Property, Visas, Trial Practice, Bankruptcy, Legal Research, Torts, Litigation Support, Class Actions, Criminal Law, Trials, Immigration Issues, Legal Writing, Legal Assistance, Wrongful Death, Consultant EB-5..., Document Review, Criminal Defense, Alternative Dispute..., Pleadings, Wills, Legal Advice, Personal Injury..., Estate Planning, Litigation Management, Dispute Resolution, Joint Ventures
Education
Temple University - James E. Beasley School of Law 2008 — 2009
Master of Laws (LLM), Law
Temple University - James E. Beasley School of Law 2008 — 2009
Master of Laws (LLM), Law
Panjab University 1986 — 1987
Post Graduate Dip. in Personnel Management & Labor Laws, Human Resources Development & Personnel Management
Nagpur University 1980 — 1982
Master of Laws (Commercial Law - II Semesters), Laws
Department of Commerce, Punjabi University, Patiala 1978 — 1980
Master of Arts (M.A), Economics
Department. of Laws, Punjabi University, Patiala 1974 — 1978
Bachelor of Laws (LLB) Degree, Laws
Credential Securities Inc. / BlueShore Wealth 2002 - Present
National Bank Financial 1999 - 2002
Skills
Investment Advisory, Mutual Funds, Retirement Planning, Investments, Investment Strategies, Estate Planning, Wealth Management, Financial Advisory, Finance, Insurance, Risk Management, Strategic Financial..., High Net Worth..., Wealth, Financial Planners, Retirement, Segregated Funds, Tax, Wealth Management..., Certified Financial..., Personal Financial..., Portfolio Management, Securities, Financial Services, Investment Management, Financial Planning
Education
Canadian Securities Institute 1996 — 2013
FMA, FCSI
Insurance Council of British Columbia
Life and Accident and Sickness Insurance
Financial Planners Standards Council
CFP
The University of British Columbia 1989 — 1994
BA
Seaquam Secondary 1980 — 1989
Vidéotron May 2015 - Present
CADD Technologies Inc. August 2013 - Present
Desjardins July 2013 - April 2015
Present Groupe Informatique August 2000 - July 2013
National Bank of Canada August 2007 - April 2012
BNC National Bank August 2007 - April 2012
Banque Nationale du Canada August 2007 - April 2012
Present January 2006 - March 2012
Present Group Informatique January 2006 - March 2012
National Bank Financial August 2007 - September 2008
Skills
WebSphere Portal, DB2, WebSphere Application..., UML, IBM iSeries, SQL, Java, Microsoft SQL Server, Virtualization, Quickr, JavaScript, Enterprise Architecture, SOA, Windows, iOS development, Mac OS X, Software Development, Mac Development, Apple Certified Support..., Scrum, Architecture Rational..., IBM pSeries, IAM, Innovation Management, Team Leadership, Web Development, User Experience Design, Architecture, OS X, Portals, Master Data Management, Technological Innovation, .NET, ASP.NET, AJAX, JSON, Architectures, Mac OS, Solution Architecture, Agile Methodologies, Business Intelligence
Education
Université de Montréal 1992 — 1995
Bachelor of Science (BSc), Informatique & Recherche Opérationnelle
CEGEP Ahuntsic 1990 — 1992
DEC, Sciences Santé
Collège des Eudistes de Rosemont 1985 — 1990
DES
Nymi July 2015 - Present
Stamp April 2015 - Present
Queen's Bachelor of Commerce Alumni Advisory Board November 2014 - Present
TELUS September 2013 - July 2015
Queen's School of Business September 2009 - April 2013
Queen's School of Business January 2011 - December 2012
Labatt Breweries of Canada May 2012 - August 2012
The Lightning Group May 2011 - August 2011
The Equitable Trust Company May 2010 - August 2010
National Bank Financial June 2008 - August 2008
Skills
Financial Analysis, Entrepreneurship, Strategy, Teamwork, Financial Modeling, Time Management, Data Analysis, Brand Management, Marketing Strategy, Marketing, Leadership, Market Research, Social Media Marketing
Education
Queen's University 2009 — 2013
Bachelor of Commerce, Business
Bocconi University 2011 — 2011
Exchange, Commerce
Forest Hill Collegiate Institute 2005 — 2009
Ontario Secondary School Diploma
Bell Canada September 2014 - Present
Bell Canada December 2012 - July 2014
BCE February 2010 - December 2012
Bell Canada August 2008 - January 2010
National Bank Financial December 2007 - May 2008
ShawCor Ltd. July 2005 - December 2007
Skills
Valuation, Financial Analysis, Mergers, Strategic Planning, Due Diligence, Business Analysis, Financial Modeling, Business Strategy, Forecasting
Education
York University - Schulich School of Business 2003 — 2005
International MBA, Finance and Accounting
Queen's University 1996 — 2000
B.S.Ac, Chemical Engineering
CFA Institute
CFA
Holt Renfrew July 2013 - March 2014
Scotiabank July 2011 - October 2012
Deloitte August 2010 - March 2011
National Bank Financial April 2009 - February 2010
Buchanan Associates February 2008 - April 2008
Bank of Nova Scotia August 2006 - December 2007
Cott Beverages (for CGI) March 2005 - March 2006
CGI January 2005 - February 2005
CGI May 2003 - August 2004
Reuters Canada February 2001 - May 2001
Skills
Project Management
Education
I.T. Information Library (ITIL) 2008 — 2008
ITIL v3 Foundations
Quality-Computing Projects 2008 — 2008
PMP Prep
Ryerson University 1990 — 1995
Bachelor, Business, Information Management
Desjardins August 2015 - Present
CN March 2014 - July 2015
IBM February 2012 - February 2014
Transcontinental May 2007 - January 2012
Business Development Bank of Canada August 2004 - April 2007
IBM Global Services March 2003 - August 2004
National Bank Financial March 2002 - March 2003
Financière Banque Nationale June 1999 - March 2002
Microbytes August 1997 - June 1999
Skills
VMware ESX, System Administration, Servers, Virtualization, Windows Server, SCCM, IIS, Microsoft SQL Server, SCOM, Citrix Metaframe, Troubleshooting, Active Directory, VMware, Microsoft Exchange, Citrix, DNS, VMware Infrastructure, Xen, System Deployment, Disaster Recovery, High Availability, Group Policy, Hyper-V, Microsoft Technologies, Windows 7, DHCP, vSphere, Cluster, Technology Integration, Tomcat, Atlassian JIRA, HP uCMDB, Avaya Technologies, Digital Asset Management
Education
McGill University 1993 — 1996
B.Sc., Microbiology & Immunology, minor in Biotechnology
College Jean-de-Brébeuf 1991 — 1993
CEGEP, Science
Alliant Technologies July 2010 - Present
Alliant Technologies January 2009 - June 2010
Alliant Technologies December 2007 - December 2008
National Bank Financial May 2003 - November 2007
National Bank Financial May 2002 - May 2003
GS Telecom July 2001 - April 2002
GS Telecom September 2000 - June 2001
Education
Certifications 2000 — 2013
Various, Microsoft, Cisco, VMWare
University of Waterloo 2004 — 2007
MASc, Electrical and Computer Engineering
Obafemi Awolowo University 1995 — 2000
B.Sc., Computer Engineering
RE/MAX 2000 CP October 2010 - Present
National Bank Financial August 2007 - September 2010
State Street Global Advisors April 2003 - June 2007
Skills
Investments, Asset Management, Analytics, Investment Strategies, Portfolio Management
Education
McGill University 2000 — 2002
Morgan Stanley July 2012 - Present
Scotiabank November 2011 - July 2012
National Bank Financial August 2007 - October 2011
Ontario Library Association August 2001 - July 2007
EY April 2000 - April 2001
BMO Nesbitt Burns August 1996 - April 2000
Toronto Public Library September 1989 - April 1996
Skills
Business Analysis, Data Analysis, Business Intelligence, Analysis, Economics, Information Management, Risk Management, Project Management, Banking, Financial Modeling, Portfolio Management, SAS, Analytics, Market Research, Bloomberg
Education
York University 2003 — 2007
Bachelor's degree, Economics
Canadian Securities Institute 1995 — 1995
Canadian Securities Course
Seneca College of Applied Arts and Technology 1993 — 1995
Library and Information Technician
Scotiabank October 2008 - July 2013
Versa Systems Ltd May 2008 - August 2008
CIBC Wealth Management January 2007 - February 2008
RR Enterprises Ltd. March 2006 - December 2006
Citi September 2000 - September 2005
AdminSource September 2000 - September 2005
National Bank Financial February 2000 - August 2000
Scotiabank December 1994 - September 1999
Baycom July 1994 - December 1994
Capp Associates Inc June 1993 - June 1994
Skills
COBOL, SQL, RPG, iSeries, AS400, SDLC, Systems Analysis, Websphere, DB2, XML, Application Development, FTP, EDI, OS/400, Databases, Programming, Banking, IBM iSeries, Software Project..., Visio, IBM AS/400, Requirements Gathering, Business Requirements, Software Development, Production Support, Testing, User Acceptance Testing, Software Documentation, Business Analysis, Java, Requirements Analysis
Education
The Hong Kong Polytechnic University 1983 — 1985
Higher Diploma in Computing Studies, Computer Software development
Guardian Capital LP 2003 - Present
National Bank FInancial 2002 - 2003
Scotiabank 1999 - 2001
Canaccord Genuity Inc. 1997 - 1999
PricewaterhouseCoopers 1996 - 1997
PricewaterhouseCoopers 1993 - 1996
Skills
Portfolio Management, Equities, Asset Management, Investment Strategies, Equity Research, Investments, Bloomberg, Valuation, Wealth Management, Investment Management, Financial Modeling, Capital Markets, Asset Allocation, Mutual Funds
Education
The University of British Columbia 1989 — 1993
B Comm, Finance
CFA Institute
Chartered Financial Analyst
Canadian Institute of Chartered Accountants
Chartered Accountant
Canadian Institute of Chartered Business Valuators
Chartered Business Valuator
National Bank of Canada April 2013 - Present
National Bank of Canada January 2013 - April 2013
National Bank of Canada October 2010 - January 2013
National Bank of Canada December 2008 - September 2011
National Bank Financial March 2005 - December 2008
IBM Global Services March 2003 - March 2005
National Bank Financial September 2000 - March 2003
UQAM - Laboratoire Safari / Laboratoire de téléinformatique January 1999 - June 2000
Data Research Associates November 1997 - January 1999
Nova Expertise Solutions January 1997 - September 1997
Skills
SOA, Enterprise Architecture, Integration, EAI, Financial Services, Oracle, Websphere, Agile Methodologies, Security, WebSphere Application..., IT Strategy
Education
Université du Québec à Montréal 1998 — 2000
Master, Computer Science
Université du Québec à Montréal 1994 — 1997
Bachelor, Computer Science
Hexavest Inc. September 2010 - Present
National Bank Financial September 1998 - August 2010
National Bank of Canada 1998 - July 2010
Education
Université du Québec 2005 — 2007
MBA, Finance
Université de Sherbrooke 1995 — 1998
B.A.A, Finance
cegep de sherbrooke 1994 — 1996
dec
National Bank Financial August 2010 - Present
RBC Capital Markets December 2004 - June 2010
RBC Royal Bank August 1998 - December 2004
Education
Université de Sherbrooke 1994 — 1995
M.Sc., Finance
Université de Sherbrooke 1991 — 1994
Finance
Institut de la statistique du Quebec November 2011 - Present
Université de Montréal September 2009 - October 2011
Institut national de santé publique du Québec September 2010 - December 2010
National Bank Financial November 1999 - August 2005
Skills
R, SAS, LaTeX, Microsoft Word, Microsoft Excel, PowerPoint
Education
Université de Montréal 2009 — 2011
M. Sc, Démographie
Université de Montréal 2005 — 2009
B. SC, Démographie et statistique
École Louise-Trichet 1990 — 1995
Services Financiers Sophia Zito inc. conseillère en sécurité financière-gestion du patrimoineBanque Nationale du Canada2009 - Present
National Bank Financial May 2008 - Present
Maritime Life September 1999 - August 2002
UNUM Canada 1994 - 1999
UNUM PROVIDENT 1994 - 1999
Skills
Sales, Mutual Funds, Disability Insurance, Investments, Strategic Financial..., Insurance, Wealth Management, Life Insurance, Marketing, Portfolio Management, Critical Illness, Investment Strategies, Retirement Planning, Assurance
Education
IQPF 2000 — 2000
Financial Planner, finance
McGill University 1991 — 1994
B.Comm., Marketing and International Business
Standard and Poor's March 2006 - Present
Westwind Partners July 2002 - December 2005
C.E. Unterberg, Towbin July 2000 - January 2002
National Bank Financial June 1996 - June 2000
Skills
Capital Markets
Education
Wilfrid Laurier University 1993 — 1994
MBA, Finance
St. Stephen's College
BS, Mathematics
University of Ottawa
BS, Mathematics
National Bank Financial December 2005 - Present
Russell Investments January 2002 - January 2004
Fidelity Investments January 2000 - 2002
AIM Trimark Investments January 1995 - 2000
AGF Management Limited 1990 - 1995
Skills
Portfolio Management, Mutual Funds, Investments, Wealth Management, Investment Advisory, Investment Strategies, Equities, Asset Allocation, Asset Management, Strategic Financial..., Fixed Income, Financial Markets, Capital Markets, Alternative Investments, Securities, Derivatives, Bonds, Banking, Trading, Financial Analysis, Bloomberg, Financial Advisory, Corporate Finance
Education
Université de Sherbrooke 1985 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
séminaire de Québec 1980 — 1981
National Bank Financial October 2006 - Present
Dresdner Kleinwort 1998 - 2001
Education
University of Toronto - Victoria University 1989 — 1993
B.Comm, Marketing, Economics, Philosophy
Northwestern University - Kellogg School of Management
MBA
National Bank of Canada January 2011 - March 2013
National Bank Financial December 2009 - December 2010
Transat Tours Canada June 2009 - August 2009
Transat Tours Canada January 2008 - April 2008
Cascades September 2006 - August 2007
Skills
Business Intelligence, Business Objects, Visio, Microsoft SQL Server
Education
University of New Brunswick 2009 — 2009
Intensive English Term Segment, English
Université de Sherbrooke 2008 — 2009
M. Sc, Administration, Business Intelligence Strategy
Université de Sherbrooke 2005 — 2008
Bachelor, Business Administration, Management Information Systems, Co-op program
Albridge, an Affiliate of Pershing September 2013 - Present
Dress for Success Mercer County 2012 - 2014
Desjardins September 2007 - October 2012
National Bank Financial 2001 - 2007
Instinet July 1997 - July 2000
Morgan Stanley September 1993 - July 1997
Skills
Project Management, Business Process, Process Improvement, Analysis, Business Requirements, Business Analysis, Equities, Requirements Analysis, Business Process..., Change Management, Management, Financial Services, User Acceptance Testing, Visio, MS Project, Requirements Gathering, SDLC, Derivatives, Fixed Income, Back Office, Wine Tasting, Project Planning, Documentation, Excel, Word, French, Settlement, Software Implementation, Career Counseling, Securities, PMO
Education
McGill Executive Institute
Certificate, Project Management Seminar
Technologia
Change Management Seminar
Pace University - Lubin School of Business 1988 — 1992
BBA, International Management
CIBC Wood Gundy January 2005 - Present
National Bank Financial January 2002 - January 2005
Thomson Kernaghan January 2000 - July 2003
Skills
Wealth Management, Investments, Portfolio Management, Asset Allocation, Bonds, Financial Services, Investment Advisory, Financial Planning, Equities, Securities
Education
Queen's University 1994 — 1997
BAH, History
St. Andrew's College 1989 — 1994
National Bank Financial August 2014 - Present
National Bank Financial June 2005 - Present
Education
Saint Mary's University 2003 — 2005
MBA
McMaster University 1999 — 2003
HBComm
FirstEnergy Capital Corp. September 2013 - Present
National Bank Financial February 2013 - July 2013
Dundee Capital Markets June 2011 - July 2012
Canaccord Genuity Inc. October 2009 - May 2011
Canaccord Adams May 2008 - August 2008
Canaccord Capital May 2007 - August 2007
Discovery Capital May 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Investment Banking, Valuation, Corporate Finance, Investments, Equity Research, Capital Markets, Equities
Education
CFA Institute 2014 — 2014
CFA Charterholder
The University of British Columbia 2005 — 2009
BCom Honours
Canadian Securities Institute 2007 — 2007
Canadian Securities Course
Macquarie Capital Canada March 2012 - Present
Macquarie Capital Canada April 2011 - Present
National Bank Financial April 2002 - November 2010
Morgan Stanley 1998 - 2001
Gordon Capital 1996 - 1998
HSBC Securities 1995 - 1996
Associate Analyst 1993 - 1995
Associate, Investment Management 1989 - 1991
Skills
Financial Markets, Derivatives, Alternative Investments, Private Equity, Hedge Funds, Equity Research, Equities, Valuation, Capital Markets, Investments, Portfolio Management, Fixed Income, Financial Modeling, Team Management, Securities, Finance
Education
Queen's University 1991 — 1993
Master of Business Administration (MBA), Finance, General
University of Guelph 1985 — 1989
Bachelor of Arts (B.A.), Economics
Keewatin
National Bank Financial September 2012 - Present
National Bank Financial 2008 - 2012
National Bank Financial 2000 - 2008
RBC Dominion Securities 1995 - 2000
Richardson Greenshields 1993 - 1995
Education
The University of British Columbia 1988 — 1993
B.Comm
CSI
CSC, Canadian Securities Course
CSI
CIM, Canadian Investment Manager
Investors Group February 2015 - Present
National Bank Financial November 2011 - February 2015
Wellington West Capital Inc. March 2003 - 2011
BMO Nesbitt Burns July 2001 - March 2003
RBC Dominion Securities (previously Richardson Greenshields) June 1982 - July 2001
Skills
Microsoft Office, AML, Financial Services, Wealth Management, Asset Management, Portfolio Management, Investment Advisory, Securities, Mutual Funds, Leadership, Investments, Strategic Financial..., Investment Strategies, Banking, Financial Advisory, Investment Management, Equities, Retirement Planning, Fixed Income, Financial Planning, Options, Capital Markets, Bonds, Risk Management, Alternative Investments
Education
The University of Winnipeg 1984 — 1989
Canadian Securities Institute
Partners, Directors, Officer (PDO)
Canadian Securities Institute
Trader Training
Canadian Securities Institute
Branch Manager Course
Canadian Securities Institute
Options Supervisor
Canadian Securities Institute
Professional Financial Planning Course (PFPC)
Canadian Securities Institute
Registered Representative Examination (RR)
Canadian Securities Institute
Canadian Securities Course (CSC)
YOH, A Day & Zimmermann Company. Sub-contract @SAP March 2015 - Present
CGI April 2009 - December 2014
National Bank Financial February 2000 - December 2008
Skills
ITIL, SDLC, Requirements Analysis, Software Development, SQL, Microsoft SQL Server, Business Analysis, COBOL, AS400, RPG, QA Analysis, IT testng, Visio, Systems Analysis, Integration, Agile Methodologies
Education
Novosibirsk State Technical University (NSTU)
Master's Degree, Computer Science
National Bank Financial March 2012 - Present
National Bank Financial August 2009 - March 2012
National Bank of Canada March 2009 - August 2009
National Bank of Canada June 2005 - February 2009
Laurentian Bank 2001 - 2002
Skills
Economics, Bloomberg, Econometrics
Education
Université du Québec à Montréal 2003 — 2005
Master's degree, Economics
Université de Montréal 1996 — 1999
Bachelor of Science (BSc), Political Science and Government
EEI
Barrantagh Investment Management July 2015 - Present
National Bank Financial February 2012 - June 2015
KPMG Audit September 2007 - February 2012
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Financial Reporting, Finance, Capital Markets, Investments, Financial Accounting, Accounting, Due Diligence, IFRS, Mergers & Acquisitions, Bloomberg, Private Equity, Investment Banking, Risk Management, Auditing, Portfolio Management, Management
Education
Queen's University 2003 — 2007
BCOMM, Accounting
Lombard Odier September 2012 - Present
Industrial Alliance valeurs mobilieres January 2009 - September 2012
BBSP December 2006 - December 2008
National Bank Financial January 2005 - December 2006
National Bank Direct Brokerage January 2003 - December 2005
Skills
Derivatives, Trading, Hedge Funds, Equities, Fixed Income, Bonds, Equity Trading, Financial Markets, Portfolio Management, FX Options, Asset Managment, Trading Strategies, Bloomberg, Commodity, Investments, Wealth Management, Options, Alternative Investments, Trading Systems, Credit Risk, Technical Analysis, Financial Services, Finance, Financial Risk, Securities, Series 7, Capital Markets
Education
FINRA (Financial Industry Regulatory Authority) 2012 — 2014
CSI Global Education 2004 — 2014
McGill University 2004 — 2006
Graduate Diploma, Treasury Finance
Université du Québec à Chicoutimi 2000 — 2003
Master, Finance
Valeurs mobilières Desjardins February 2015 - Present
Valeurs mobilières Desjardins April 2011 - February 2015
Desjardins Secutities May 2012 - November 2012
Desjardins Securities September 2003 - April 2011
Groupe Investors August 2002 - September 2003
National Bank Financial June 2000 - August 2002
Scotiabank May 1998 - May 2000
Université de Hearst August 1993 - May 1998
Skills
Strategic Planning, Coaching, Business Planning, Business Strategy, Business Plan..., Investment Advisory, Securities, Sales, Mergers, Customer Service, Mergers & Acquisitions, Management, Business Development, Strategic Financial..., Strategy, Training, Investments, Financial Services, Financial Planning
Education
Université du Québec à Montréal 1991 — 1993
MBA, Recherche en finance
Université de Sherbrooke 2003 — 2005
M.Ed., Gestion de la formation en entreprise
Université du Québec à Montréal 1988 — 1991
B.A.A., Administration des affaires, spécialisé en marketing
RBC Dominion Securities September 2009 - Present
BMO Nesbitt Burns November 2008 - June 2009
National Bank Financial March 2006 - November 2008
Skills
Bloomberg, Asset Managment, Equities, Investments, Wealth Management, Portfolio Management, Asset Allocation, Relationship Management, Financial Services, Wealth Management..., Mutual Funds, Bonds
Education
McGill University 2004 — 2008
Bachelor of Commerce, Finance, International Business
CEGEP - John Abbott College 2000 — 2003
Natural Sciences
Pierrefonds Comprehensive 1995 — 2000
International Baccalaureate
Canadian Securities Institute
CSC and CPH
Chambre de la securite financiere
Life insurance license
National Bank Financial November 2009 - Present
CGI January 2003 - November 2009
Yellow Pages Group 2009 - 2009
Cognicase July 1995 - January 2003
Johnson & Johnson January 1994 - June 1995
Skills
IT Management, Governance, Software Project..., Incident Management, ITIL, Requirements Analysis, Integration, Business Analysis, Agile Methodologies, DB2, COBOL, IT Service Management, Solution Architecture, SDLC, Software Development, Project Portfolio...
Education
Université de Sherbrooke 1990 — 1993
Bachelor Science, Computer science & mathematics
CEGEP Edouard-Montpetit 1987 — 1990
DEC, Sciences pures et appliquées
Financière Banque Nationale November 2004 - Present
National Bank Financial 2004 - Present
National Bank of Canada 2004 - Present
Education
Université de Sherbrooke 2001 — 2004
Master, Finance
Collège Saint-Hilaire
Banque Nationale Groupe Financier November 2010 - Present
National Bank Financial 1996 - 2009
fbn 1996 - 2009
fbn 2005 - December 2008
Skills
ITIL, Enterprise Architecture, Business Analysis, Sybase, ETL, IT Strategy, Agile Methodologies, Project Portfolio..., Software Project...
Education
Université de Montréal
BAC, Informatique
Mackie Research Capital February 2014 - Present
BioStrategy Management Inc. September 2007 - Present
Transition Therapeutics Inc September 2006 - July 2007
National Bank Financial March 2004 - April 2006
Research Capital Corp March 2000 - February 2004
Merrill Lynch Canada February 1997 - March 2000
Skills
Venture Capital, Biotechnology, Valuation, Pharmaceutical Industry, Equity Research, Equities, Corporate Development, Due Diligence, Financial Modeling, Healthcare, Drug Development, Lifesciences, Mergers & Acquisitions, Biochemistry, Drug Discovery, Competitive Analysis, Biopharmaceuticals, Technology Transfer, Strategy, Oncology, Investor Relations, Medical Devices, Clinical Development, Licensing, Regulatory Affairs, Patents, Clinical Trials
Education
McGill University 1992 — 1996
Ph.D., Bio-Organic Chemistry
University of Toronto Mississauga 1988 — 1992
B.Sc., BioChemistry
National Bank Financial February 2011 - Present
National Bank Financial May 2004 - February 2011
Canada Life Financial Corporation June 2002 - May 2004
Deloitte 2001 - 2002
Andersen 1998 - 2001
Skills
Capital Markets, Valuation, Investments, Equity Research, Bloomberg, Financial Modeling, Corporate Finance, Investment Banking, Equities, Fixed Income, Securities, Derivatives, Analysis, Equity Valuation
Education
McGill University 1990 — 1998
Bachelor of Arts (B.A.), Diploma in Public Accountancy
St. Pat's
Capco November 2012 - Present
BMO Financial Group February 2010 - November 2012
BMO Financial Group November 2007 - February 2010
Asian MobileLink June 2006 - July 2007
CIBC May 2005 - August 2005
National Bank Financial October 2002 - May 2004
AGF Management January 2002 - June 2002
Skills
Business Development, Project Management, Leadership, Strategy, Business Strategy, Enterprise Software, E-commerce, IT Strategy, Analysis, Integration, Project Planning, Team Building, Banking, Finance, Negotiation, Investments, Public Speaking, Business Analysis, Mergers & Acquisitions, Management Consulting, Risk Management
Education
University of Toronto - Rotman School of Management 2005 — 2006
MBA, Marketing
Queen's University 1996 — 2001
BAH, Political Science
Canadian Securities Institute 2000 — 2000
CSC
CIBC World Markets February 2011 - Present
Dundee Securities March 2010 - January 2011
Desjardins Securities 2008 - March 2010
National Bank Financial 2007 - 2008
Westwind Partners 2006 - 2007
Skills
Equity Research, Valuation, Financial Modeling, Biotechnology, Capital Markets, Investment Banking, Corporate Finance
Education
University of Toronto 2002 — 2006
PhD, Medical Biophysics
University of Toronto 1999 — 2002
MSc, Medical Biophysics
Queen's University 1995 — 1999
BSc, Biochemistry
CFA Institute
National Bank Financial October 2007 - Present
Banque Nationale Gestion privée 1859 October 2007 - Present
Raymond Chabot Grant Thornton August 1993 - October 2007
RCGT 1993 - 2007
Grant Thornton LLP 1993 - 2007
Skills
Tax, Corporate Tax, Tax Law, Transfer Pricing, International Tax, Income Tax, Tax Accounting, Strategic Financial..., Tax Advisory, Estate Planning, Accounting, Tax Research, Estate Tax Planning, Trusts, Personal Tax Planning
Education
Université de Sherbrooke 1992 — 1993
master, Taxation
Université du Québec 1987 — 1991
B.A.A. Finance, Marketing
City of Toronto June 2014 - Present
Second Harvest 2014 - Present
City of Toronto July 2013 - June 2014
Community & Legal Aid Services Programme April 2012 - May 2013
Hicks Adams LLP May 2012 - August 2012
Community & Legal Aid Services Programme May 2011 - April 2012
ParkLane Homes August 2009 - June 2010
ParkLane Homes June 2006 - August 2009
UBC Housing & Conferences August 2004 - May 2006
National Bank Financial May 2005 - August 2005
Skills
Legal Research, Courts, Municipal Law, Advocacy, Criminal Law, Administrative Law, Legal Assistance, Mediation, Policy Analysis, Legal Writing, Litigation, Human Rights
Education
York University - Osgoode Hall Law School 2010 — 2013
JD, Law
The University of British Columbia 2002 — 2006
BComm, Finance and Real Estate
CompuCom March 2013 - Present
IBM October 2007 - April 2009
IBM March 2003 - March 2007
IBM 2007 - 2007
National Bank Financial July 1991 - March 2003
Skills
ITIL, Requirements Analysis, IBM iSeries, Process Writing, Business Analysis, Computer Operations, Analysis, IT Management, SDLC, System Administration, Leadership, Technical Support, DB2, SQL, Service Delivery, Information Technology, Process Improvement
Education
Ryerson University
certificate, Business Analysis
Anomaly January 2015 - Present
Toronto Region Board of Trade May 2012 - December 2014
National Bank Financial July 2010 - May 2012
Blacksheep Strategy Inc. July 2009 - May 2010
DR Freelance Graphic Design & Art Director Services 2000 - 2010
Leo Burnett 2008 - April 2009
Ingram Micro 2005 - 2008
Lavalife 1999 - 2005
Skills
Posters, Newsletters, Email Marketing, Graphic Design, Art Direction, Brochures, Illustrator, InDesign, Layout, Adobe Creative Suite, Web Design, Creative Direction, QuarkXPress, Typography, Corporate Identity, Advertising, Banners, Logo Design, Flyers, Pre-press, POP Displays, POP design, Trade Show Graphics, Trade Show Signage, Digital Imaging, Mockups, Graphics, Adobe Acrobat, Image Manipulation, Photoshop, Photography, Packaging
Education
Seneca College of Applied Arts and Technology 1996 — 1998
2 year diploma with honours, Graphic Design / Multimedia
Mohawk College 1994 — 1996
2 year diploma with honours, Graphic Arts & Advertising
National Bank of Canada August 2014 - Present
National Bank Financial April 2013 - August 2014
National Bank Financial July 2011 - April 2013
Wellington West Capital Markets August 2010 - July 2011
Oxford Properties Group June 2008 - July 2010
Deloitte September 2007 - June 2008
Skills
Financial Modeling, Equity Research, Financial Analysis, Valuation, Capital Markets, Corporate Finance
Education
Queen's University 2003 — 2007
BComm, Finance
Winmill & Associates Inc. 2013 - Present
Casimir Capital 2012 - 2013
National Bank Financial 2008 - 2012
Regent Mercantile Bancorp Inc. 2003 - 2008
Skills
Financial Analysis, Equity Research, Analysis, Trading, Chartered Financial..., Capital Markets, Financial Modeling, Mergers & Acquisitions, Investment Banking, Bloomberg, Equities, Valuation, Corporate Finance, Investments, Financial Advisory, Equity Valuation, Equity Capital Markets
Education
University of Toronto - Rotman School of Management 2007 — 2009
Mfin, Masters of Finance
CFA Institute
CFA Charter
Canadian Securities Institute
McGill University
B.Comm, Entrepreneurship, Intl Business
National Bank Financial February 2013 - Present
Addition Elle October 2013 - February 2014
Midland Golf and Country Club March 2012 - August 2012
Blue Mountain Resort October 2011 - April 2012
National Bank Financial June 2009 - May 2010
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Equities, Investment Strategies, Investment Advisory, Securities, Financial Analysis, Asset Allocation, Financial Modeling, Fixed Income, Bloomberg, Retirement, Estate Planning, Financial Advisory, Asset Management, Financial Services
Education
Ryerson University 2013 — 2016
Honors Bachelor of Arts, Psychology Major, Finance Minor, Current 4.0 GPA
Ryerson University 2006 — 2010
Certificate, Business Management, 4.1 GPA
University of Toronto 2005 — 2006
National Bank Financial Vice PresidentTD Energy Advisors, Global Energy and Power Group, TD Securities Inc.July 2010 - September 2014
Buffalo Resources September 2008 - October 2009
Enerplus November 2004 - June 2008
Husky Energy October 2003 - April 2004
Marathon Oil Company January 2002 - October 2003
Primrose Drilling Ventures March 2001 - December 2001
Skills
Geology, Energy, Mergers, Petroleum Geology, Mineral Exploration, Geophysics, Field Development, Petra, Natural Gas, Sequence Stratigraphy, Petroleum, Upstream
Education
Queen's University 1997 — 2000
BSc.H, Geology
Queen's University 1992 — 1996
BSc.H, Life Science
BMO Financial Group August 2014 - Present
National Bank Financial March 2012 - August 2014
HSBC March 2011 - March 2012
HSBC Bank Canada May 2010 - March 2011
TD November 2009 - May 2010
Holt Renfrew May 2009 - May 2010
Holt Renfrew September 2004 - May 2010
Skills
Portfolio Management, Financial Analysis, Retirement Planning, Financial Markets, Trading, Mortgage Lending, Market Research, Data Analysis, Relationship Management, Asset Management, Risk Management, Asset Allocation, Analysis, Insurance, Alternative Investments, Business Strategy, Loans, Financial Modeling, Leadership, Commercial Banking, Securities, Derivatives, Economics, Financial Reporting, Fixed Income, Corporate Finance, Management, Mandarin
Education
The University of British Columbia 2005 — 2010
Blanche Macdonald Center 2004 — 2005
Makeup Artistry Diploma
Canadian Securities Institute
National Bank Financial March 2014 - Present
FixBoost.com April 2013 - August 2014
National Bank of Canada February 2012 - February 2014
MaxiPage November 2010 - February 2012
Skills
Microsoft Office, Management, Leadership, Training, Public Relations, Copywriting, SEO Copywriting, Event Planning, Project Management
Education
Canadian Securities Institute
CSC, Finance, General
Université du Québec à Montréal 2006 — 2009
Bachelor's degree, Finance, General
CN Investment Division February 2012 - Present
CN Investment Division April 2007 - February 2012
Bimcor October 2004 - December 2006
Montrusco Bolton May 2001 - September 2003
Standard Life October 1999 - April 2001
TAL Global Asset Management January 1997 - October 1999
National Bank Financial 1991 - 1996
Skills
Business Analysis, Analysis, Process Improvement, Integration, Requirements Gathering, Visio, Project Planning, MS Project, Budgeting, Microsoft Office, ERP, Planning Budgeting &..., Contract Management, Business Strategy, Budgets, Management
Education
Université de Montréal 1987 — 1989
Bacc, Mathématiques et Actuariat
Cégep Rimouski 1984 — 1985
DEC
Periscope Capital 2010 - Present
National Bank Financial 2007 - 2009
National Bank Financial 2003 - 2007
Goldman Sachs 2000 - 2002
Skills
Derivatives, Investment Banking, Equities, Investments, Trading, Capital Markets, Hedge Funds, Valuation, Financial Modeling, Bloomberg, Equity Derivatives, Fixed Income, Alternative Investments, Preferred Stock
Education
CFA
Shanghai Jiao Tong University
University of Toronto Schools
Western University
B.A. (Hons)
Axemen Resource Capital Ltd. September 2009 - Present
PI Financial Corp. November 2001 - March 2009
National Bank Financial December 1996 - March 2001
Fluor Corporation September 1989 - November 1996
Skills
Business Strategy, Mining, Investor Relations, Mergers, Minerals, Gold, Corporate Finance, Due Diligence, Venture Capital, Mergers & Acquisitions, Private Equity, Mineral Exploration, Joint Ventures, IPO, Corporate Development, Base Metals, Commodity, Copper, Iron Ore, Coal, Nickel, Precious Metals
Education
University of Oxford 1987 — 1989
Master of Philosophy (M.Phil.), Management Studies
The University of British Columbia 1976 — 1983
Bachelor of Applied Science (BASc), Mining and Mineral Engineering
National Bank Financial April 2012 - December 2013
RBC Capital Markets August 2006 - November 2010
TD Securities January 2000 - January 2006
TD Securities January 1997 - January 2000
TD Bank Group 1994 - 1997
Skills
Trading, Proprietary Trading, Capital Markets, Equities, Fixed Income, Arbitrage, Bloomberg, Derivatives, Hedge Funds
Education
McMaster University 1988 — 1990
MBA, Finance
Wilfrid Laurier University 1984 — 1988
BA, Economics, Political Science
SNC-Lavalin Operations & Maintenance November 2010 - Present
National Bank Financial October 2007 - May 2010
Acton Ostry Architects Inc April 2006 - September 2007
Education
The University of Calgary 2011 — 2013
MBA, Finance Specialization
Simon Fraser University 2000 — 2005
BA
Catholic Children's Aid Society February 2005 - Present
Catholic Children'sAid Society of Toronto November 2000 - February 2005
National Bank Financial 1997 - 2000
Languages International 1994 - 1997
Skills
Nonprofits, Public Speaking, Research, Customer Service, Public Relations, Editing, Project Management, Marketing, Event Planning, Microsoft Office, Team Building, Language Teaching, Cross-functional Team..., Team Leadership, Leadership, Teaching
Education
McMaster University
York University
Hons. B.A., Languages & Linguistics
Scotiabank June 2015 - Present
Scotiabank February 2015 - June 2015
Scotia Capital April 2010 - February 2015
National Bank Financial May 2000 - April 2010
Skills
Equities, Derivatives, Financial Analysis, Risk Management, Securities, Finance, Financial Modeling, Bloomberg, Capital Markets, Management, Requirements Analysis, Portfolio Management, SDLC, Fixed Income, Investments, Mutual Funds
Education
Ryerson University 1996 — 2000
BCOMM, Marketing & Finance
RBC Wealth Management 2010 - Present
National Bank Financial 2005 - 2010
Skills
Investments, Mutual Funds, Retirement Planning, Insurance, Wealth Management, Financial Planning, Retirement, Asset Management, Investment Advisory, Investment Strategies, Financial Analysis, Portfolio Management, Estate Planning, Financial Services, Securities, Fixed Income, Equities
Education
Grant MacEwan University 2002 — 2005
Management Studies Diploma
Lviv National Polytechnic University 1998 — 2002
Bachelor of Arts Degree
National Bank Financial June 2004 - Present
Skills
Investments, Wealth Management, Risk Management, Portfolio Management, Equities
Education
Saint Mary's University 1991 — 1995
Bachelor's Degree, Finance, General
Keyera January 2015 - Present
SeAH Resources & Investments August 2013 - September 2014
Twin Peak Partners June 2012 - June 2013
National Bank Financial December 2011 - June 2012
Macquarie Group October 2010 - October 2011
National Bank Financial January 2008 - September 2010
Education
The University of British Columbia 2004 — 2007
Bachelor of Commerce (B.Com.), Finance, General
Rochester Institute of Technology 2003 — 2004
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