National Bank Financial

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National Bank Financial Employees

Employee
Years
Job
Industry
Jerome Darder Jerome Darder Montreal, Canada Area Details
Jerome Darder's National Bank Financial Experience April 2005 - December 2006
Job Head of Customer Services Strategy at Bombardier Business Aircraft
Industry Aviation & Aerospace
Experience
Bombardier Business Aircraft  September 2014 - Present
Bombardier Business Aircraft  March 2008 - September 2014
PwC  January 2007 - January 2008
National Bank Financial   April 2005 - December 2006
PwC  March 2001 - March 2005
USC Consulting Group  1999 - 2001
BMO  1998 - 1999
RBC Dominion Securities  1996 - 1998
French Chamber of Commerce in Canada   1994 - 1995

Education
University of Quebec - Graduate School of Management   2005 — 2006
Post-MBA, Technology Management

University of Kansas - Graduate School of Business   1992 — 1993
MBA, Strategy

Clermont Graduate School of Management   1989 — 1992
Msc, Management

Sue Derlago, CFP Sue Derlago, CFP Calgary, Canada Area Details
Sue Derlago, CFP's National Bank Financial Experience July 2008 - Present
Job Wealth Advisor, National Bank Financial Wealth Management
Industry Investment Management
Experience
Women Working in Calgary (WWC)   May 2011 - Present
National Bank Financial   July 2008 - Present
HSBC Securities  March 2005 - July 2008
TD Asset Management  February 1999 - February 2005

Skills
Financial Planning, Wealth Management, Investments, Retirement Planning, Retirement, Wealth, Asset Management, Investment Advisory, Financial Services, Investment Strategies, Wealth Management..., Strategic Financial..., Investment Management, Finance, Estate Planning, Relationship Management, Asset Allocation, Small Business, Mutual Funds, Asset Managment, Financial Advisory, Entrepreneurship, Alternative Investments, High Net Worth..., Financial Planners, Securities, Portfolio Management, ETFs, Bonds, Equities, Pensions, Life Insurance, Personal Finance, Fixed Annuities, Fixed Income

Education
The University of Calgary   1993 — 1997
Bachelor of Arts

Stephane Gagne Stephane Gagne Montreal, Canada Area Details
Stephane Gagne's National Bank Financial Experience July 2000 - January 2001
Job Director, Information Technology Industrielle Alliance Securities
Industry Financial Services
Experience
Industrial Alliance Securities  February 2015 - Present
National Bank of Canada  September 2014 - January 2015
National Bank of Canada  September 2010 - September 2014
Desjardins Securities  January 2010 - September 2010
Desjardins Securities  March 2008 - January 2010
Valeurs mobilières Desjardins  March 2008 - January 2010
Eagle Investment Systems  April 2006 - March 2008
Dundee Securities  June 2004 - April 2006
Groupe Option Retraite Securities   January 2001 - June 2004
National Bank Financial   July 2000 - January 2001

Skills
Risk Management, Portfolio Management, Market Data, Information Technology, Banking, Wealth Management, Derivatives, Investments, Technologies de..., Economics, Strategy, CRM, Brokers, Finance, Management, Gestion des risques, Gestion de portefeuille, Asset Management, Enterprise Architecture, Analyste commercial, Banque, Stratégie, Financial Services, Financial Markets, Project Management, Business Analysis, Investment Brokerage, Prime Brokerage, Front to Back Office, Business Intelligence, Trust Services, Fund Accounting, System Conversion, Custodial Services, Solution Architecture, Compliance, Politics, Fusions et acquisitions, Mergers and acquisitions

Education
Canadian Industry Institute (CSI)   1998 — 1999

Université Laval   1993 — 1996
Bachelor, Economics

Lee Levering Lee Levering Calgary, Canada Area Details
Lee Levering's National Bank Financial Experience 2004 - 2007
Job Leasing Manager at Ronmor Developers Inc.
Industry Commercial Real Estate
Experience
Ronmor Developers Inc.   December 2013 - Present
Colliers International Canada  February 2009 - November 2013
Road 13 Vineyards   2008 - 2008
Teach Away Inc.  2007 - 2008
National Bank Financial   2004 - 2007

Skills
Commericial Real Estate, Real Estate Transactions, Real Estate, Lease Negotiations, Leases, Lease Documentation, Financial Analysis, Tenant Representation, Commercial Real Estate, Corporate Real Estate, Disposition, Location Intelligence, Investments, Brokerage, Real Estate Economics

Education
The University of Calgary   2008 — 2009
RE Dev Certificate, Real Estate Development

University of Victoria   2003 — 2005
B.Comm, Commerce

Jonathan See, CFA Jonathan See, CFA Calgary, Canada Area Details
Jonathan See, CFA's National Bank Financial Experience 2005 - 2007
Job Manager, Corporate Development at FYidoctors
Industry Retail
Experience
FYidoctors  2014 - Present
FYidoctors  2014 - Present
Invico Capital Corporation   2007 - 2014
National Bank Financial   2005 - 2007

Skills
Investments, Portfolio Management, Due Diligence, Financial Modeling, Corporate Finance, Financial Analysis, Asset Management, Mutual Funds, Investment Banking, Asset Managment, Private Equity, Valuation, Investment Strategies, Equity Research, Alternative Investments, Financial Reporting, Operations Management, Coaching

Education
University of Calgary   2001 — 2005
BComm, Finance

CFA Institute

Canadian Securities Institute

Jay Snyder Jay Snyder Vancouver, Canada Area Details
Jay Snyder's National Bank Financial Experience August 2010 - Present
Job Investment Advisor at National Bank Financial
Industry Financial Services
Experience
National Bank Financial   August 2010 - Present
Fisher Investments  August 2008 - August 2010

Skills
Investments, Wealth Management, Investment Strategies, Portfolio Management, Retirement Planning, Investment Advisory, Asset Allocation, Securities, Bonds, Equity Research, Fixed Income, ETFs, Capital Markets, Strategic Financial..., Bloomberg, Asset Managment, Financial Modeling, Alternative Investments, Equities, Financial Advisory, Financial Markets, Investment Management, Trading, Hedge Funds, Equity Valuation, Options, Private Equity, Derivatives, Financial Planning, Asset Management

Education
University of Oregon   2003 — 2007
BA, Finance

Grant White Grant White Winnipeg, Canada Area Details
Grant White's National Bank Financial Experience April 2012 - Present
Job Investment Advisor CIM, B. Comm. (hons) CGW Family Wealth Management Group
Industry Financial Services
Experience
National Bank Financial   April 2012 - Present
St. Paul's High School Alumni Association Board   July 2014 - Present
Manitoba Club   2014 - Present
St. Paul's High School   2009 - November 2013
Wellington West  October 2008 - April 2012
BMO Nesbitt Burns  March 2008 - October 2008
Airsource Rogers Wireless   January 2003 - March 2006

Skills
Financial Planning, Insurance Planning, Investment Strategies, Portfolio Management, Retirement Planning, Disability Insurance, Financial Analysis, Wealth Management, Estate Planning, Mutual Funds, Mortgage Lending, stocks, Exchange Traded Funds, Bonds, Hedge Funds, Alternative Investments, Individual Pension Plans, Tax Efficiency, Life Insurance, Critical illness..., Employee Benefits, Strategic Financial..., Financial Advisory, Investment Advisory

Education
University of Manitoba   2003 — 2008
Bachelor of Commerce (hons.), Finance and Financial Management Services

St. Paul's High School   1998 — 2002
High School Diploma, Sciences, Language Arts, Calculus, Silver Medal Award - Class Honors

Gilbert Bong Gilbert Bong Calgary, Canada Area Details
Gilbert Bong's National Bank Financial Experience March 2009 - February 2011
Job Associate Director at Scotia Waterous
Industry Investment Banking
Experience
Scotiabank Global Banking and Markets  December 2014 - Present
Scotiabank Global Banking and Markets  February 2011 - December 2014
JOI Media Inc.   January 2009 - December 2011
National Bank Financial   March 2009 - February 2011
Macquarie Capital Markets Canada Ltd.  July 2006 - December 2008

Skills
Financial Modeling, Valuation, Corporate Communications, Analysis, Business Development, Capital Markets, Competitive Analysis, Corporate Finance, Energy, Energy Industry, Equities, Equity Research, Equity Valuation, Finance, Financial Analysis, Investment Banking, Investments, Investor Relations, Leadership, Management, Mentoring, Mergers, Professional Mentoring, Strategic Planning, Strategy, Venture Capital

Education
The University of Calgary   2002 — 2006
Bacherlors of Commerce, Finance / Risk & Insurance

Matthieu Truno Matthieu Truno Montreal, Canada Area Details
Matthieu Truno's National Bank Financial Experience April 2009 - March 2010
Job Trader, Corporate Treasury at National Bank of Canada
Industry Banking
Experience
National Bank of Canada  April 2012 - Present
National Bank of Canada  March 2010 - March 2012
National Bank Financial   April 2009 - March 2010
Desjardins  July 2007 - April 2009
APHP  February 2006 - June 2007

Skills
Market Risk, Econometrics, Economics, Financial Markets, Macroeconomics, Derivatives, Microeconomics, Fixed Income, ALM, Regression, Structured Products, Portfolio Management, Options

Education
UQAM   2003 — 2005
M.Sc, Applied Economics, 3.7

Université du Québec à Montréal / UQAM   2000 — 2003
Bachelor of Applied Science (BASc), Economics, 3.7

Michael Silicz Michael Silicz Winnipeg, Canada Area Details
Michael Silicz's National Bank Financial Experience August 2014 - Present
Job Investment Advisor at National Bank Financial
Industry Financial Services
Experience
National Bank Financial   August 2014 - Present
Michael Silicz Barrister and Solicitor   December 2010 - August 2014
Government of Manitoba  April 2012 - July 2014
Government of Manitoba, Consumer Protection Office   November 2010 - April 2012
Monk Goodwin LLP   June 2009 - June 2010
The Manitoban  May 2006 - April 2009
Wellington West  June 1998 - August 2007

Skills
Wealth Management, Intergenerational..., Investments, Estate Planning, Socially Responsible..., Impact Investing, SRI, Philanthropy, Tax Planning, Financial Planning, Inheritance Tax Planning, Public Policy, Legislation, Legal Research

Education
University of Manitoba   2011 — 2013
Master of Public Administration (M.P.Adm.), Business-Government Relations

University of Manitoba   2006 — 2009
Bachelor of Laws (LL.B.), Law

University of Manitoba   2005 — 2007
Master of Arts (M.A.), Political Science

University of Manitoba   2002 — 2005
Bachelor of Arts Honours (B.A. (Hons.)), History and Political Science, First Class Honours

St. Paul's High School   1998 — 2002

Alexandre Roy Alexandre Roy Montreal, Canada Area Details
Alexandre Roy's National Bank Financial Experience July 2011 - Present
Job Conseiller en placement, VicePrésident Financière Banque Nationale
Industry Financial Services
Experience
National Bank Financial   July 2011 - Present
Wellington West  June 2009 - July 2011
Peak Financial Services  September 2005 - June 2009

Skills
orienté service client, gestion de portefeuille, efficience, Stratégie..., Fonds mutuel

Education

Baccalaureat, Administration des affaires

Gavin Virgo, CFA, FRM Gavin Virgo, CFA, FRM Toronto, Canada Area Details
Gavin Virgo, CFA, FRM's National Bank Financial Experience January 2013 - Present
Job Associate, Credit Capital Markets at National Bank Financial
Industry Capital Markets
Experience
National Bank Financial   January 2013 - Present
Standard & Poor's   December 2011 - January 2013
Moneris Solutions  November 2010 - November 2011
Export Development Canada  June 2009 - October 2010

Education
University of Ottawa / Université d'Ottawa   2005 — 2009
Honours Baccalaureate in Commerce, Finance

Marc-André Aiquel Marc-André Aiquel Montreal, Canada Area Details
Marc-André Aiquel's National Bank Financial Experience February 2006 - October 2013
Job Senior Counselor at National Bank Financial
Industry Financial Services
Experience
PSP Investments  October 2013 - Present
National Bank Financial   February 2006 - October 2013
Penson Financial Services  February 2001 - February 2006

Skills
Investments, Securities, Trading, Business Analysis, Equities, Wealth Management, Customer Service, Financial Services, Portfolio Management, Banking, Fixed Income, Bloomberg, Back Office, FX Options, Risk Management

Education
Université du Québec à Montréal
Certificat en développement logiciel, Computer Software Engineering

Martin Lavigne Martin Lavigne Montreal, Canada Area Details
Martin Lavigne's National Bank Financial Experience July 2011 - Present
Job President, National Bank Financial, Wealth Management
Industry Financial Services
Experience
National Bank Financial   July 2011 - Present
National Bank of Canada  September 2008 - July 2011
National Bank Securities  September 2006 - October 2008
National Bank Securities  June 2005 - November 2006
Fidelity Investments  May 2000 - June 2005
Los Angeles Dodgers  December 1990 - December 1993

Skills
Mutual Funds, Investments, Wealth Management, Portfolio Management, Investment Strategies, Equities, Asset Management, Fixed Income, Investment Advisory, Financial Planning

Education
Université Laval   1994 — 1998

Rick Ziolkoski Rick Ziolkoski Calgary, Canada Area Details
Rick Ziolkoski's National Bank Financial Experience January 2012 - Present
Job Vice President, Investment Advisor National Bank Financial
Industry Financial Services
Experience
National Bank Financial   January 2012 - Present
HSBC Securities  April 2002 - December 2011
Merrill Lynch  April 1998 - April 2002
RBC Dominion Securities  May 1997 - April 1998

Skills
Wealth Management..., Risk Management, Investments, Alternative Investment..., Financial Planning, Portfolio Management, Wealth Management, Wealth, Strategic Financial..., High Net Worth..., Financial Advisory, Investment Strategies, Equities, Investment Advisory, Mutual Funds

Education
University of Manitoba   1991 — 1996
B.Comm (Hons.), Finance

Valerie Rother CHRL Valerie Rother CHRL Toronto, Canada Area Details
Valerie Rother CHRL's National Bank Financial Experience May 2008 - September 2008
Job Human Resources Relationship Manager at CIBC Mellon
Industry Human Resources
Experience
CIBC Mellon  May 2015 - Present
CIBC Mellon  February 2012 - May 2015
Options Consulting Solutions, a division of Options Personnel   May 2009 - November 2011
Accounting Advantage  October 2008 - March 2009
National Bank Financial   May 2008 - September 2008
ZSA-X   2007 - 2007
Peak Associates   2003 - 2007

Skills
Career Counseling, Job Coaching, Sourcing, Screening, Negotiation, Executive Search, Recruiting, Talent Acquisition, Recruitment Advertising, Applicant Tracking..., Internet Recruiting, Contract Recruitment, Permanent Placement, Analysis, Coaching, Consulting, Hiring, Human Resources, Interviews, Management, Social Networking, Talent Management, Temporary Placement, Training, Vendor Management

Education
University of Guelph   1998 — 2002
B.A.H., English

Oakville Trafalgar High School   1992 — 1998

Marc L'Écuyer Marc L'Écuyer Montreal, Canada Area Details
Marc L'Écuyer's National Bank Financial Experience July 2002 - February 2003
Job Portfolio Manager at COTE 100
Industry Financial Services
Experience
COTE 100   March 2003 - Present
National Bank Financial   July 2002 - February 2003

Skills
Equities

Education
Université Laval   1998 — 1999
MBA, Finance

Université Laval   1996 — 1998
Baccalauréat en administration des affaires B.A.A, Finance

Hamid Omoumi Hamid Omoumi Toronto, Canada Area Details
Hamid Omoumi's National Bank Financial Experience February 2007 - December 2010
Job Managing Director, Head of Equity Derivative Sales, Canada
Industry Financial Services
Experience
UBS  July 2011 - Present
National Bank Financial   February 2007 - December 2010
TD Securities  1993 - 2007

Education
AIMR - CFA   1996 — 1998
CFA, Investment Management

University of Toronto - Rotman School of Management   1991 — 1993
MBA, Finance

University of Alberta   1985 — 1989
B.A., Economics

Laurent Dancygier Laurent Dancygier Montreal, Canada Area Details
Laurent Dancygier's National Bank Financial Experience November 2007 - March 2009
Job Project Director at National Bank of Canada
Industry Management Consulting
Experience
National Bank of Canada  April 2014 - Present
Développement économique Canada pour les régions du Québec   July 2013 - October 2013
Sobeys  April 2009 - December 2012
National Bank Financial   November 2007 - March 2009
Office of the Comptroller General of Canada   February 2006 - June 2007
National Bank of Canada  June 2006 - October 2006
Bombardier Transportation  September 2005 - December 2005
Bombardier  September 2003 - July 2005
Capgemini  December 2000 - September 2003
Hydro Québec  October 2002 - May 2003

Skills
SAP, Business Process, Optimization, Compliance..., Project Management, Integration, Project Portfolio..., MS Project, Risk Management, SAP ERP, Management, Sarbanes-Oxley Act, Strategy, Business Process Design, Testing, Team Management

Education
Université Pierre Mendès-France (Grenoble II)   1989 — 1990
DSR, DEFI (Diagnostique Economic et Financier des entreprises Internationales)

Université Pierre Mendès-France (Grenoble II)   1985 — 1989
Master Degree, Economy

Benoit Guilbault Benoit Guilbault Montreal, Canada Area Details
Benoit Guilbault's National Bank Financial Experience June 1995 - September 2001
Job Chef des technologies de l’information chez TC Transcontinental
Industry Financial Services
Experience
TC Transcontinental  May 2013 - Present
ACCEO SOLUTIONS  April 2010 - April 2013
Caisse de dépôt et placement du Québec   2009 - 2010
Caisse de dépôt et placement du Québec   2006 - 2008
Travailleur autonome en TI   January 2003 - 2006
Cogeco Cable  2001 - 2003
National Bank Financial   June 1995 - September 2001
Videotron  1986 - 1995

Education
Université Laval   1983 — 1986
Bachelor's degree, Informatique de gestion

Taren Gesell CFP CIM FSCI Taren Gesell CFP CIM FSCI Winnipeg, Canada Area Details
Taren Gesell CFP CIM FSCI's National Bank Financial Experience March 2011 - March 2013
Job Investment Advisor at CIBC Wood Gundy
Industry Investment Management
Experience
CIBC Wood Gundy  March 2013 - Present
National Bank Financial   March 2011 - March 2013
Visions Kitchen Showcase   October 2009 - January 2011
ScotiaMcLeod  February 2006 - December 2008
BDC  2008 - 2008

Skills
Investments, Insurance, Selling Businesses, Insurance Planning, Mergers, Wealth Management, Tax, Estate Planning, Retirement Planning, Permanent Portfolio, Holding Companies, Tax Exempt Life..., Group Benefits, Group Insurance, Conservative Investments, Tax Planning, Retirement Projections, Market Reports, Radio Reports, Media Comments, Market Analysis, Stock Market, Stocks, Bonds, Gold Investing, Investing in Gold, Life Insurance, Retirement, Financial Planners, Business Planning, Investment Strategies, Finance, Mutual Funds, Investment Advisory, Banking, Small Business, Wealth, Disability Insurance, Asset Allocation

Education
University of Manitoba   2003 — 2008
Bachelor of Commerce (Honours), Finance & Entrepreneurship

Canadian Securites Institute
Investments and Securities

Bruno Mercier Bruno Mercier Edmonton, Canada Area Details
Bruno Mercier's National Bank Financial Experience May 2000 - Present
Job Investment Advisor at National Bank Financial
Industry Investment Management
Experience
National Bank Financial   May 2000 - Present
BNI  2003 - 2007
Oz New Media   1998 - 1999

Skills
Investments, Mutual Funds, Strategic Financial..., Alternative Investments, Wealth, Insurance, Public Speaking, Strategic Planning, Wealth Management, Estate Planning, Retirement Planning, Investment Advisory, Coaching, Non-profits, Investment Strategies, ETFs, Stocks, Fixed Income, GIC, Debt Management, Financial Planners, Asset Allocation, Bonds, High Net Worth..., Investment Management, Retirement, Nonprofits, Financial Advisory

Education
University of Alberta   1993 — 1997
BSC, Biological Sciences

Ecole Maurice Lavallee   1984 — 1993

Richard Langevin Richard Langevin Montreal, Canada Area Details
Richard Langevin's National Bank Financial Experience 2009 - Present
Job Portfolio Manager Private Wealth 1859, National Bank
Industry Financial Services
Experience
National Bank Financial   2009 - Present

Skills
Portfolio Management, Wealth Management, Asset Management, Investment Strategies, Fixed Income, Global Macro, ETFs, Alternative Investments, Structured Products, High Net Worth..., Hedge Funds, Capital Markets, Equities, Securities, Options, Bloomberg, Gestion de patrimoine, Gestion de portefeuille, Investissements..., Stratégie...

Education
Hedge Fund Group   2009 — 2013
Certified Hedge Fund Professional



Institut québécois de planification financière
Planificateur financier

Brigitte Charron CIM, FMA, FCSI Brigitte Charron CIM, FMA, FCSI Montreal, Canada Area Details
Brigitte Charron CIM, FMA, FCSI's National Bank Financial Experience 2015 - Present
Job Senior Sales Assistant
Industry Financial Services
Experience
National Bank Financial   2015 - Present
Desjardins Securities  2013 - 2015
National Bank Financial   2011 - 2013
CIBC Wood Gundy  2006 - 2011
Desjardins Securities  2003 - 2006
RBC Wealth Management  2001 - 2003

Skills
Finance, Portfolio Management, Investments, Securities, Bonds, Mutual Funds, ETFs, Strategic Planning

Education
Université du Québec à Montréal   2001 — 2001
Certificate in Financial Analysis, Finance, General

Université du Québec à Montréal   1998 — 1998
Certificate in Administration

COLLEGE MARIE-VICTORIN   1992 — 1996
College Diploma in Administrative Techniques, Entrepreneurship and Small Business major, Marketing

Ian Thies, CFA Ian Thies, CFA Calgary, Canada Area Details
Ian Thies, CFA's National Bank Financial Experience September 2006 - December 2010
Job Research Associate at PI Financial Corp.
Industry Research
Experience
PI Financial Corp.  March 2015 - Present
WestJet  October 2013 - December 2014
TD Securities  August 2011 - January 2013
National Bank Financial   September 2006 - December 2010
FirstEnergy Capital Corp  December 2004 - August 2006

Skills
Oil & Gas Services, Valuation, Financial Modeling, Equities, Equity Research, Financial Analysis, Capital Markets, Corporate Finance, Bloomberg, Equity Valuation, Derivatives, Portfolio Management, Investment Banking, Economics, Finance, Investments, Forecasting, Market Research

Education
CFA Institute
Chartered Financial Analyst

University of Saskatchewan
BSc, Mathematics

Jason Wai Jason Wai Calgary, Canada Area Details
Jason Wai's National Bank Financial Experience July 2014 - Present
Job Equity Research Associate, Energy Oil & Gas
Industry Oil & Energy
Experience
National Bank Financial   July 2014 - Present
Imperial Oil  July 2013 - June 2014
ARC Resources Ltd.  January 2012 - August 2012
Cadillac Fairview  May 2011 - August 2011
Student Works Painting  January 2009 - August 2010

Skills
Financial Analysis, Accounting, Customer Service, Financial Modeling, Microsoft Excel, Time Management, Microsoft Office, Budgets, Leadership, Financial Reporting, Teamwork, PowerPoint, Public Speaking, Research, Strategic Planning, Marketing, Microsoft Word, Event Planning, Analysis, Access, Negotiation, Team Leadership, Accounts Payable, Project Management, Project Planning, Mergers & Acquisitions

Education
The University of Calgary   2009 — 2013
BComm, Petroleum Land Management

Candi So Candi So Toronto, Canada Area Details
Candi So's National Bank Financial Experience April 1999 - February 2003
Job Senior Analyst at National Bank of Canada
Industry Information Technology and Services
Experience
National Bank of Canada  May 2014 - Present
BMO  December 2012 - April 2014
National Bank of Canada  March 2008 - December 2012
IBM Canada Ltd.  March 2003 - February 2008
National Bank Financial   April 1999 - February 2003
CIBC Mortgages  August 1998 - January 1999
Star Data Systems Inc.  September 1997 - July 1998

Skills
Requirements Analysis, Problem Solving, Business Analysis, Functional Analysis, Java, JSP, Microsoft SQL Server, SQL, ATG Dynamo, Interwoven OpenDeploy, Data Modeling, Use Case Analysis, HTML, JavaScript, Change Management, Documentations, iSeries development, Eclipse, AS400 system, ILERPG, DB2, Project Management, Production Support, CMMI, Tomcat, Struts, UML, Usability, JBoss Application Server, Flex, Online Brokerage, COBOL, IBM iSeries, Testing

Education
University of London
Bachelor of Science (Hons), Computing and Information Systems

Tyndale University College & Seminary   2009 — 2012
Master's degree, Theological Studies

Pam Reid Pam Reid Winnipeg, Canada Area Details
Pam Reid's National Bank Financial Experience March 2011 - Present
Job Branch Administrator at National Bank Financial
Industry Financial Services
Experience
National Bank Financial   March 2011 - Present
Wellington West  October 2009 - March 2011
Wellington West Capital Inc  1997 - October 2009
Scotia McLeod /DJT   1985 - 1997

Education
University of Manitoba

Bryan Monchamp CFA Bryan Monchamp CFA Winnipeg, Canada Area Details
Bryan Monchamp CFA's National Bank Financial Experience January 2011 - Present
Job Manager Wealth Management
Industry Financial Services
Experience
Family Dynamics Inc.   June 2012 - Present
National Bank Financial   January 2011 - Present
Corporate Planning Associates   June 2008 - October 2010
RBC Royal Bank  February 2005 - November 2007
RBC Royal Bank  June 1999 - February 2005

Skills
Wealth Management, Portfolio Management, Wealth, Investment Advisory, Investments, Executive Coaching, Strategic Financial..., Asset Allocation, Banking, Corporate Finance, Financial Advisory, Financial Services, Leadership, Credit, Investment Strategies, Relationship Management, Bonds, Mutual Funds, Retirement Planning, Asset Management, Securities, Fixed Income

Education
CFA Institute   2002 — 2005
Chartered Financial Analyst

University of Manitoba   1992 — 1997
B Comm Hons, Accounting

Richard Knowles, B.Sc. Richard Knowles, B.Sc. Vancouver, Canada Area Details
Richard Knowles, B.Sc.'s National Bank Financial Experience 1994 - Present
Job President, R. Knowles & Asssociates
Industry Financial Services
Experience
Leafcross Biomedical Inc.   March 2013 - Present
Investia Financial Services Inc.  2010 - Present
Richard Knowles & Associates   1994 - Present
National Bank Financial   1994 - Present
Customplan Financial Services Inc.   1994 - Present
Laurentian Bank of Canada  1990 - 1993
The University of British Columbia  1985 - 1987
University of Guelph  1984 - 1985

Skills
Asset Management, Investments, Financial Analysis, Negotiation, Wealth and Risk..., Financial Modeling and..., Corporate Investment..., Fixed Income and Stocks, Group Benefits..., Business Strategy, Compliance, Financial and Estate..., Venture Capital, Leveraged Finance, Credit Analysis, Debt, Biotechnology, Organic Chemistry, Plant Physiology, Ion Channels, Molecular & Cellular..., Biotechnology Industry, Pharmaceutical Research, Executive Compensation..., Medical Devices

Education
Financial Planning Certification and Education (Advocis)   1994 — 1999
Specialized in High Net Worth and Company Business Wealth Structuring

University of British Columbia
Post Graduate research

University of Guelph
B.Sc.

Investment Funds Institute Canada   1988 — 1988

Life Insurance Counsel of B.C.   1990 — 1993
Level 3 License Life, Health and AD&D

Lisgar Collegiate Institute

Guy Le Blanc Guy Le Blanc Montreal, Canada Area Details
Guy Le Blanc's National Bank Financial Experience September 2014 - Present
Job Project Director chez National Bank Financial
Industry Information Technology and Services
Experience
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

Sebastien Eisenberg Sebastien Eisenberg Montreal, Canada Area Details
Sebastien Eisenberg's National Bank Financial Experience March 2007 - December 2007
Job Hiring: Web Dev & QA/Product Tester
Industry Human Resources
Experience
Gurulink   June 2015 - Present
Tembec  September 2012 - May 2015
babyTEL  September 2008 - August 2012
National Bank Financial   March 2007 - December 2007
Banque Laurentienne  February 2003 - March 2007

Skills
Solution Selling, Telecommunications, VoIP, Marketing, Account Management, Business Development, Product Management, Customer Service, Training, Process Improvement, ERP, SAP, Inventory Management, Management, Unified Communications, Business Strategy, SIP, Sales, Marketing Strategy, IP, Cloud Computing, Negotiation, B2B, New Business Development, Retail Banking, Mutual Funds, Financial Services, Customer Experience

Education
Université du Québec à Montréal   2006 — 2013
Bachelor in Business Administration, Commerce

sebastien guy

Niki Whelan Niki Whelan Naples, Florida Details
Niki Whelan's National Bank Financial Experience June 2013 - September 2013
Job Associate Investment Advisor PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management  January 2015 - Present
PNC  July 2014 - January 2015
National Bank Financial   June 2013 - September 2013
Old Collier Golf Club   October 2010 - May 2013

Skills
Financial Modeling, Financial Analysis, Research, Investments, Bloomberg, Microsoft Excel, Sales, Golf, Marketing Strategy, Sports, New Business Development, Sports Marketing, Leadership, Merchandising, Golf Instruction, Sports Management, Tournaments, Golf Course Management, Customer Service, Market Analysis, Team Building, Retail, Wealth Management, Equities, Financial Planning, Asset Allocation, Market Research, Risk Management, Economics, Investment Advisory, Budgets, Strategic Planning, Securities, Financial Markets, Capital Markets, Asset Management, Portfolio Management, Valuation, Finance, Investment Strategies

Education
University of Miami - School of Business   2015 — 2017
Master of Science (M.S.), Finance, General

New York University   2014 — 2015
Certificate of Financial Planning, Finance, General, 4.0 GPA

Florida Gulf Coast University   2012 — 2013
Bachelor of Science (BS), Finance, 3.5 GPA

Kyle Murphy, CFA Kyle Murphy, CFA Edmonton, Canada Area Details
Kyle Murphy, CFA's National Bank Financial Experience May 2005 - Present
Job Investment Advisor at National Bank Financial
Industry Financial Services
Experience
National Bank Financial   May 2005 - Present

Education
University of Alberta   2004 — 2007
B.Sc (Spec), Mathematics and Finance

Jean-Philippe Giguere Jean-Philippe Giguere Toronto, Canada Area Details
Jean-Philippe Giguere's National Bank Financial Experience September 2005 - June 2007
Job Institutional Portfolio Manager at Mawer Investment Management
Industry Investment Management
Experience
Mawer Investment Management  May 2013 - Present
McLean Budden  April 2011 - April 2013
Towers Watson  April 2008 - April 2011
National Bank Financial   September 2005 - June 2007
Watson Wyatt  January 2001 - September 2005

Skills
Equity Research, Investments, Investment Strategies, Asset Allocation, Fixed Income, Equities, Asset Managment, Bloomberg, Portfolio Management, Alternative Investments, Performance Attribution, Valuation, Investment Management, Asset Management, Pensions, Hedge Funds, Derivatives, Pension Funds

Education
Université Laval   1996 — 1999
B. Sc., Actuarial Sciences

Nathalie Comtois Nathalie Comtois Montreal, Canada Area Details
Nathalie Comtois's National Bank Financial Experience September 2005 - July 2013
Job Adjointe en placement chez Banque Nationale Gestion privée 1859
Industry Financial Services
Experience
Banque Nationale Gestion Privée 1859   July 2013 - Present
National Bank Financial   September 2005 - July 2013
Option Retraite   2005 - 2008

Skills
Microsoft Excel, Microsoft Word, Budgets, Mutual Funds, Securities, Wealth Management, Bloomberg, Equities, Investments, Bonds, Retirement Planning, Portfolio Management, ETFs, Asset Allocation

Education
UQAM   1988 — 1989

Cegep Bois-de-Boulogne   1985 — 1987
administrations

La Dauversière

Carolyne Loth Carolyne Loth Montreal, Canada Area Details
Carolyne Loth's National Bank Financial Experience 2004 - 2008
Job Sales Advisor and Event Coordinator at Club Sportif MAA
Industry Health, Wellness and Fitness
Experience
Club sportif MAA  September 2013 - Present
National Bank of Canada  2008 - 2012
National Bank Financial   2004 - 2008
Canaccord Financial  2004 - 2004
CIBC Wood Gundy  2002 - 2004
Merrill Lynch Canada - CIBC Wood Gundy   January 2000 - 2002
Restaurant Club Lounge 737   May 1998 - January 2000
Sherlock's Restaurant   March 1998 - April 1999
Westin Hotels & Resorts  May 1996 - February 1997

Skills
Bilingual, Customer Satisfaction, People-oriented, Creative, Polyvalent, Adaptable to Changes, Committed to..., High Organizational..., Communication, Autonomous, Positive Team Player, Efficiency, Highly responsible, Process Improvement, Internal Communications, Problem Solving, Coordinating Events, Translation, Proofreading, Teaching, Training, Superior Client Service, Window Displays, Active listening, Investments, Wealth Management, Social Media, Marketing, Business Development, Event Planning, Sales, Customer Service

Education
UQAM   1992 — 1996
Bachelor of Science (B.Sc.), Education

Lycée Montaigne   1989 — 1992
Bachelor, Litterature

Jean-Francois Paquin Jean-Francois Paquin Greater Boston Area Details
Jean-Francois Paquin's National Bank Financial Experience February 1999 - June 1999
Job
Industry Management Consulting
Experience
EY  August 2014 - August 2015
EY  April 2011 - August 2014
Creative Computing, Inc.   March 2007 - April 2011
Self employed  April 2006 - March 2007
Bose Corporation  June 2005 - September 2005
Dunkin' Brands, Inc.   August 2001 - March 2005
Mackenzie Financial Corporation  October 1999 - August 2001
National Bank Financial   February 1999 - June 1999
National Bank Financial   December 1997 - February 1999
McCarthy Tétrault  April 1997 - December 1997

Skills
Business Intelligence, Analytics, Enterprise Software, Integration, Data Modeling, Business Analysis, SQL, Management, Data Warehousing, Process Improvement, Forecasting, Performance Improvement, Business Process, Consulting, Master Data Management, Cross-functional Team..., Business Intelligence..., SAP, Performance Management, Analysis, Cognos, Data Analysis, Data Integration, Databases, ETL, Dashboard, Microsoft Excel, Leadership, Data Visualization, Data Quality, Data Profiling, Enterprise Information..., Vendor Management, Internal Audit, Microsoft Project, Oracle Database, Microsoft SQL Server, Information Architecture, Information Management, Health Information..., Benchmarking, Statistical Data..., Data Warehouse..., Data Architecture, Data Management, Healthcare Analytics, Carve-outs, Project Management

Education
University of Massachusetts Dartmouth   2003 — 2007
BS

College Andre-Grasset   1991 — 1993

Christina Chow Christina Chow Calgary, Canada Area Details
Christina Chow's National Bank Financial Experience June 1996 - December 2001
Job Financial Advisor at Raymond James Ltd
Industry Financial Services
Experience
Raymond James Ltd.  December 2001 - Present
CBC/Radio-Canada  January 2004 - January 2006
A Channel  January 2002 - January 2004
National Bank Financial   June 1996 - December 2001

Skills
Asset Allocation, Retirement Planning, Mutual Funds, Portfolio Management, Financial Advisory, Equities, Securities, Strategic Financial..., Financial Planners, Wealth, Financial Planning, Asset Management, Financial Analysis, Bonds, ETFs, High Net Worth..., Fixed Income, Retirement, Estate Planning, Series 7, Alternative Investments, Team Building, Leadership, Organization Skills, Asset Managment, Wealth Management..., Options, Series 63, Equity Valuation, Investor Relations, Finance

Education
Series 7 & 63   2012 — 2012

The University of Calgary

Brad Hummel Brad Hummel Edmonton, Canada Area Details
Brad Hummel's National Bank Financial Experience 1998 - 2008
Job First Vice President, Portfolio Manager at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy  2008 - Present
National Bank Financial   1998 - 2008

Skills
Financial Analysis, Financial Modeling, Finance, Financial Risk, Strategic Financial..., Tax, Business Strategy, Business Development, Business Planning, Wealth Management, Wealth, Portfolio Management, Investment Portfolio, Retirement Planning, Life Insurance, Investment Management, Financial Planning, Financial Advisory, Investments, Asset Management, Equities, Mutual Funds

Education
University of Alberta
Bachelor of Commerce (BCom), Finance

Estelle Lecuyer Estelle Lecuyer Montreal, Canada Area Details
Estelle Lecuyer's National Bank Financial Experience January 2007 - May 2008
Job Executive Assistant, Astral OutofHome (Bell Media)
Industry Broadcast Media
Experience
Bell Media  July 2013 - Present
Astral Media Inc.  February 2010 - July 2013
Rogers Communications  May 2008 - June 2009
National Bank Financial   January 2007 - May 2008

Skills
Social Media, Radio, Broadcast, Editing, Event Planning, Creative Writing, Blogging, Advertising, Public Relations, Television, Digital Media

Education
University of Minnesota-Twin Cities   2000 — 2001
Master Thesis, English Language and Literature/Letters

Université Paul Valéry (Montpellier III)   1997 — 2000
Maitrîse, Anglais, Langue, Littérature, Culture

Francis Menard Francis Menard Montreal, Canada Area Details
Francis Menard's National Bank Financial Experience February 2002 - Present
Job Trader at NBF
Industry Financial Services
Experience
National Bank Financial   February 2002 - Present
Bourse de Montréal  2000 - 2002
National Bank Financial   1998 - 2000
CIBC Wood Gundy  1994 - 1998

Skills
Derivatives, Options, Trading, Proprietary Trading, FX Options, Commodity, Futures Trading, Electronic Trading, Financial Markets, Trading Systems, Capital Markets, Securities, Hedge Funds, Equity Trading, Equities, Equity Derivatives, Asset Management, Fixed Income, Bloomberg, Investments, Trading Strategies

Education
Université du Québec à Montréal   1990 — 1994
Bacc, Accounting Finance

Nicolas Legare Nicolas Legare Montreal, Canada Area Details
Nicolas Legare's National Bank Financial Experience 2000 - July 2009
Job Conseiller Web senior at Desjardins
Industry Insurance
Experience
Desjardins  September 2011 - Present
AXA  August 2009 - September 2011
Banque Nationale (Financiere)   May 2000 - July 2009
National Bank Financial   2000 - July 2009
Whynotblue   April 1999 - April 2000

Skills
Intranet, Usability, Project Coordination, Insurance, Banking, SEO, Internet, Ergonomics, Manage client..., Governance, Solution Architecture, E-business, Scrum, Web 2.0, Corporate Social..., Sustainability, Corporate Governance, Gouvernance, Banque

Education
Université Laval   2015 — 2015
Développement durable : enjeux et trajectoires, MOOC - Formations en ligne, Complétée avec succès - 83%

John Molson School of Business, Université Concordia
Programme d'agrément professionnel en placements durables (PAPPD), Sustainable Investment Professional Certification (SIPC)

Université du Québec à Montréal   2007 — 2007
Gestion de projet

Université du Québec à Montréal   1988 — 1993
Bac, Politics - Analyse

College Notre-Dame   1979 — 1984
Diplôme d'étude secondaire

nexient

Kent Coulter Kent Coulter Edmonton, Canada Area Details
Kent Coulter's National Bank Financial Experience September 1995 - November 2002
Job Director, Wealth Management, Portfolio Manager at Richardson GMP Limited
Industry Financial Services
Experience
Richardson GMP Limited  September 2010 - Present
Canaccord Wealth Management  November 2002 - September 2010
National Bank Financial   September 1995 - November 2002
Investors Group  September 1993 - September 1995

Education
University of Alberta   1988 — 1994
BA, Economics, Statistics

Grant Hofer Grant Hofer Calgary, Canada Area Details
Grant Hofer's National Bank Financial Experience 2009 - July 2011
Job Director, Equity Research Analyst at Barclays Capital
Industry Financial Services
Experience
Barclays Capital  July 2011 - Present
National Bank Financial   2009 - July 2011
UBS Investment Bank  2007 - 2009
Scotia Capital  2003 - 2007

Skills
Bloomberg, Capital Markets, Corporate Finance, Equities, Equity Research, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investments, Research, Valuation

Education
CFA Institute   2001 — 2003
Chartered Financial Analyst

University of Calgary   1996 — 2000
BComm, Finance (with Distinction), Information Systems (Minor)

Marie-Noelle Zengue S Marie-Noelle Zengue S Montreal, Canada Area Details
Marie-Noelle Zengue S's National Bank Financial Experience January 2007 - January 2008
Job QA Analyst / Coordinator
Industry Banking
Experience
Banque Nationale du Canada  March 2011 - Present
TD Assurance  October 2010 - March 2011
OSI  2009 - 2010
Canoe  June 2008 - September 2008
National Bank of Canada  January 2008 - June 2008
National Bank Financial   January 2007 - January 2008

Skills
Test Planning, Requirements Analysis, Testing, User Acceptance Testing, Quality Assurance, Business Intelligence, Business Process, Databases, Architecture, Agile Methodologies, Business Analysis, Quality Center, ETL, Datastage 8.1

Education
Université du Québec à Montréal   1995 — 1999
Bachelor, Computer Sciences

Université du Québec à Montréal

Caroline Saillant Caroline Saillant Montreal, Canada Area Details
Caroline Saillant's National Bank Financial Experience February 1997 - February 2002
Job Conseillère Optimisation des processus chez Boulart
Industry Human Resources
Experience
Sun Life Financial  November 2012 - January 2014
Molson Coors  November 2011 - August 2012
Société de transport de Montréal   June 2009 - June 2011
National Bank Financial   February 1997 - February 2002

Education
Université du Québec à Montréal / UQAM
Bachelor's degree, Human Resources Management/Personnel Administration, General

Ujal Thakor, CFA, MBA Ujal Thakor, CFA, MBA Calgary, Canada Area Details
Ujal Thakor, CFA, MBA's National Bank Financial Experience November 2007 - January 2009
Job
Industry Management Consulting
Experience
Deloitte Canada  March 2014 - Present
WestJet  January 2013 - March 2014
WestJet  August 2010 - January 2013
Queen's School of Business  January 2012 - December 2012
Alberta Securities Commission  2009 - August 2010
National Bank Financial   November 2007 - January 2009
Plains Midstream Canada  2005 - 2007
Royal & SunAlliance Insurance  2002 - 2005
University of Calgary  1997 - 2001

Skills
Financial Modeling, Valuation, Research, Investments, Financial Reporting, Equity Research, Marketing Strategy, Strategic Planning, Forecasting, Financial Forecasting, Data Modeling, Business Analysis, Business Strategy, Financial Analysis, Data Analysis, Market Analysis, Market Research, Marketing Research, Loyalty Programs, Loyalty Marketing, Loyalty Program..., Analysis, Corporate Finance, Economics, Capital Markets, Finance, Budgets, Energy, Equities, Quantitative Analytics, Microsoft Excel, Financial Risk, Microsoft Office, Derivatives, Bloomberg

Education
Queen's School of Business   2012 — 2013
Accelerated MBA, Management and Strategy

Chartered Financial Analyst
CFA charterholder, Accounting and Finance

The University of Calgary   1997 — 2002
B.Comm, Finance

Jonathan Landry, CFA Jonathan Landry, CFA Montreal, Canada Area Details
Jonathan Landry, CFA's National Bank Financial Experience January 2008 - July 2009
Job Expert conseil en investissement (M&A, croissance), gestion et planification stratégique pour les PME
Industry Investment Management
Experience
Groupe GSL / Focus 3P Management / Capital Jovie / Gestion Reper   June 2014 - Present
Laurentian Bank Securities  July 2009 - September 2015
National Bank Financial   January 2008 - July 2009
Desjardins Business Center   June 2006 - January 2008

Skills
Capital Markets, Derivatives, Bonds, Investment Strategies, Financial Analysis, Bloomberg, Fixed Income, Financial Markets, Trading, Options, Investments, Finance, Corporate Finance, Management

Education
Université du Québec à Montréal   2001 — 2004
Bachelor's degree, Finance, General

CFA Institute

Frédéric Chopin Frédéric Chopin Montreal, Canada Area Details
Frédéric Chopin's National Bank Financial Experience January 2006 - August 2007
Job Conseiller Intelligence d'Affaires at Desjardins Groupe d'assurances générales
Industry Financial Services
Experience
Desjardins Groupe d'assurances générales   September 2013 - Present
Caisse de dépôt et placement du Québec   April 2011 - July 2013
National Bank of Canada  September 2009 - May 2011
Renault  October 2007 - July 2009
National Bank Financial   January 2006 - August 2007
CGI  August 2005 - January 2006
Renault  2001 - 2005
Cartier  2001 - 2001
Umanis   2000 - 2001

Skills
Business Intelligence, ETL, Essbase, Business Object, Data Warehousing, Data Modeling, Dashboard, Business Intelligence..., Oracle, Business Objects, Data Integration, Solution Architecture, Datastage, OLAP, Data Warehouse..., Dimensional Modeling, Data Marts, Data Quality, SSIS, Data Warehouse

Education
University Lille 1   1993 — 1997

Isabelle Tremblay, PMP ITIL Isabelle Tremblay, PMP ITIL Montreal, Canada Area Details
Isabelle Tremblay, PMP ITIL's National Bank Financial Experience December 2000 - July 2003
Job Gestionnaire de projets et assurance qualité à Gestion d'actifs Manuvie
Industry Information Technology and Services
Experience
Standard Life Investments  October 2013 - Present
Standard Life  November 2011 - August 2013
Van Houtte  June 2011 - November 2011
Desjardins gestion d'actifs  May 2008 - October 2011
Connexim  October 2007 - May 2008
Desjardins Valeurs Mobilières   July 2003 - October 2007
National Bank Financial   December 2000 - July 2003
Proximi-t   2000 - 2000
Groupe informission   1997 - 2000

Skills
Agile Methodologies, Business Process, PMP

Education
Technologia   2013 — 2013

Centre de formation CRIM   2011 — 2011

PMI Montréal   2011 — 2011
PMP

ITIL Foundation   2007 — 2007
ITIL 2.0

Institut canadien des valeurs mobilières   2004 — 2004
CCVM

Cegep Ste-Foy   1995 — 1996
DEC

Université Laval   1994 — 1995
certificat

Cegep Edouard-Monpetit   1990 — 1993
DEC

Jean-Benoît Mondou Jean-Benoît Mondou Montreal, Canada Area Details
Jean-Benoît Mondou's National Bank Financial Experience May 2006 - October 2007
Job Architect at Banque Nationale
Industry Capital Markets
Experience
Banque Nationale  January 2012 - Present
CBC/Radio-Canada  June 2010 - November 2011
CGI  March 2008 - December 2009
National Bank Financial   May 2006 - October 2007
National Bank Financial   June 2005 - April 2006
Banque Nationale du Canada  March 2002 - May 2005

Skills
Data Warehousing, Business Intelligence, Enterprise Architecture, Databases, Integration, Architecture, Agile Methodologies, Business Analysis, Data Modeling, Solution Architecture, IT Strategy, Software Project..., IT Management, Capital Markets, Risk Management, Requirements Analysis, Data Architecture, Architectures, Team Management

Education
Université du Québec à Montréal   1989 — 1992

Richard Mercier CFA Richard Mercier CFA Montreal, Canada Area Details
Richard Mercier CFA's National Bank Financial Experience October 2013 - Present
Job Portfolio Manager at National Bank Financial
Industry Investment Management
Experience
National Bank Financial   October 2013 - Present
Scotia cassels  August 2006 - October 2012
Standard Life Investments  January 2005 - July 2006
TAL Global Asset Management  February 1997 - October 2004
Majendie Securities   1993 - 1996

Skills
Wealth Management, Asset Managment, Equities, Portfolio Management, Fixed Income, Investments, Investment Strategies, Alternative Investments, Risk Management, Investment Management, Financial Analysis, Financial Modeling, Equity Research, Bloomberg, Global Macro, Presentations, Sales, Communication, Superior Client Service, Capital Markets, Options, Securities, Asset Allocation

Education
The CFA Institute   1993 — 1996
Chartered Financial Analyst

Université du Québec à Montréal   1990 — 1993
Bachelor in business administration

Louise Tardif Louise Tardif Ottawa, Canada Area Details
Louise Tardif's National Bank Financial Experience September 1986 - April 2008
Job Panel Member at Investor Advisory Panel, Ontario Securities Commission
Industry Financial Services
Experience
Investor Advisory Panel, Ontario Securities Commission   September 2014 - Present
OPSEU Pension Trust  April 2014 - Present
Youth Services Bureau of Ottawa  June 2013 - Present
University of Ottawa  September 2010 - Present
National Bank Financial   September 1986 - April 2008
National Bank Financial   1997 - 2008

Skills
Non-profits, Strategic Planning, Research, Public Speaking, Pension Funds, Investments, Nonprofits, Community Development, Analysis, Leadership, Social Media, Customer Service, Fundraising, Microsoft Office, Qualitative Research, Editing, Program Development, Community Outreach, Teaching, Policy Analysis, Grant Writing, Workshop Facilitation, Management, Public Policy

Education
University of Ottawa / Université d'Ottawa   1983 — 1986
Master of Arts (M.A.), Philosophy and Religious Studies

Styves Langlois Styves Langlois Montreal, Canada Area Details
Styves Langlois's National Bank Financial Experience April 2009 - Present
Job Vice President and Regional Manager at National Bank Financial
Industry Investment Management
Experience
National Bank Financial   April 2009 - Present
National Bank Financial   September 2001 - March 2009
National Bank Financial   September 2001 - January 2003
Finance Vendalia inc.   September 1997 - August 2001
Montreal Exchange  September 1993 - July 1997

Skills
Wealth Management, Investments, Mutual Funds, Equities, Portfolio Management, Bonds, Investment Advisory, Asset Allocation, Capital Markets, Asset Managment, Financial Markets, Fixed Income, Investment Strategies, Retirement Planning, Banking, Strategic Financial..., Risk Management, High Net Worth..., Securities

Education
Université du Québec à Montréal   1991 — 1995
Bachelor of Science (BS), Finance and IT

Canadian Securities Institute

US Securities Training Corporation

Dean Chahley, CFP, RRC Dean Chahley, CFP, RRC Edmonton, Canada Area Details
Dean Chahley, CFP, RRC's National Bank Financial Experience October 2014 - Present
Job Investment Advisor
Industry Financial Services
Experience
National Bank Financial   October 2014 - Present

Skills
Investment Strategies, Investment Portfolio..., Strategic Financial..., Financial Services, Wealth Accumulation..., Wealth Management, Communication, Financial Goals, Financial Advisory, Financial Planning, Retirement Planning, Risk Management, Banking, Asset Management, Investment Advisory, Mutual Funds, Portfolio Management, Equities, Investments

Education
University of Alberta   1991 — 1995
Bachelor of Arts (B.A.)

Peter Fink Peter Fink Vancouver, Canada Area Details
Peter Fink's National Bank Financial Experience September 1999 - Present
Job Investment Advisor at National Bank Financial
Industry Financial Services
Experience
National Bank Financial   September 1999 - Present
Richardson Greenshields  May 1994 - September 1999

Skills
Investments, Equities, Portfolio Management, Wealth Management, Asset Management, Investment Strategies, Investment Advisory, Mutual Funds, Retirement Planning, Fixed Income

Education
University of Manitoba
Bachelor of Science

University of Manitoba
Bachelor of Commerce (B.Com.) Hons.

Peter Reise Peter Reise Montreal, Canada Area Details
Peter Reise's National Bank Financial Experience October 1998 - Present
Job VicePresident and Portfolio Manager at National Bank Financial
Industry Financial Services
Experience
National Bank Financial   October 1998 - Present
National Bank of Canada  January 1994 - September 1998
CIBC Wood Gundy  April 1990 - December 1993

Skills
Wealth Management, Portfolio risk assesment, Estate Planning

Education
Université du Québec à Montréal / UQAM   1987 — 1990
Bachelor of Commerce (B.Com.), Finance, General

Sylvio Asselin Sylvio Asselin Montreal, Canada Area Details
Sylvio Asselin's National Bank Financial Experience June 2009 - May 2014
Job Planificateur financier chez Desjardins
Industry Investment Management
Experience
Desjardins  May 2014 - Present
National Bank Financial   June 2009 - May 2014
CIBC Wood Gundy  September 2002 - May 2009
CIBC  July 1996 - September 2002

Skills
Investments, Strategic Financial..., Portfolio Management, Investissements, Estate Planning, Securities, Gestion de portefeuille, Insurance, Investment Strategies, Investment Advisory, Finance, Wealth Management, Retirement Planning, Wealth Management..., Gestion de patrimoine, Planification financière, Planification..., Succession, Fonds mutuels, Assurances, Retraite, Planification de la...

Education
Université Laval   1989 — 1992
Baccalauréat, Marketing, Management

Naief Eludin Naief Eludin Edmonton, Canada Area Details
Naief Eludin's National Bank Financial Experience 2002 - 2007
Job President at MCubed Capital Advisory
Industry Venture Capital & Private Equity
Experience
M-Cubed Capital Advisory   2012 - Present
Canaccord Wealth Management.  2007 - 2012
National Bank Financial   2002 - 2007

Skills
Investment Banking, Financial Modeling, Financial Analysis, Investments, Risk Management, Portfolio Management, Asset Managment, Wealth Management, Structured Finance, Equities, Strategic Financial..., Finance, Economics, Investment Advisory, Capital Markets, Project Finance, Private Equity, Venture Capital, Mergers & Acquisitions, Corporate Finance, Valuation

Education
University of Alberta
MBA, International Finance

Jim Defer Jim Defer Vancouver, Canada Area Details
Jim Defer's National Bank Financial Experience December 1995 - January 1999
Job Independent Capital Markets Consultant at JD Advisory Services
Industry Fund-Raising
Experience
Caza Gold Corp.   January 2014 - Present
JD Advisory Services   May 2013 - Present
DDS Wireless International  March 2014 - July 2014
Brixton Metals Corporation   June 2012 - June 2014
Compliance Energy Corporation   March 2010 - June 2013
PI Financial Corp.  January 2003 - August 2009
Digital Dispatch Systems  March 2000 - January 2003
KPMG Corporate Finance  October 1999 - March 2000
National Bank Financial   December 1995 - January 1999
Deloitte  May 1987 - November 1995

Skills
Corporate Finance, IPO, Venture Capital, Valuation, Business Valuation, Restructuring, Corporate Development, Investments, Finance, Capital Markets, Investment Banking, Private Placements, Equities, Investor Relations, Private Equity, Strategy, Due Diligence, Business Strategy, Securities, Budgets, Strategic Planning, Mining, Public Companies, Financial Reporting, Acquisitions, Mergers, Financial Analysis, Accounting, Capital, Financial Modeling, Business Planning, Internal Controls, Financial Advisory, Forecasting, Divestitures, M&A experience, Strategic Financial..., Capital Raising, Asset Managment, Corporate Governance, Project Finance, Risk Management, Equity Valuation, Financial Structuring, DCF, Treasury Management, Equity Capital Markets, Cash Flow Forecasting, Mergers & Acquisitions

Education
Canadian Securities Institute, CSC   1995 — 1995
PDO, CSC, CPH, PDO

Canadian Institute of Chartered Business Valuators - CBV   1990 — 1994
CBV, Business Valuation

Institute of Chartered Accountants   1987 — 1990
CA, Accounting, Audit and Taxation

University of Manitoba   1983 — 1987
B.Comm. (Hons.), Business

Shannon Arnott Shannon Arnott Calgary, Canada Area Details
Shannon Arnott's National Bank Financial Experience 2002 - Present
Job Senior Investment Associate at National Bank Financial
Industry Financial Services
Experience
National Bank Financial   2002 - Present

Education
The University of Calgary   1992 — 1996
B.A. Law & Society

Nizar Araji Nizar Araji Montreal, Canada Area Details
Nizar Araji's National Bank Financial Experience 2004 - 2009
Job Senior Manager, Compliance Financial Markets at National Bank of Canada
Industry Financial Services
Experience
National Bank of Canada  January 2015 - Present
National Bank Correspondent Network   January 2011 - December 2014
NBC Alternative Investments Inc   January 2010 - December 2010
National Bank Financial   2004 - 2009

Skills
Securities, Capital Markets, Equities, Mutual Funds, Derivatives, Asset Management, Alternative Investments, Fixed Income, Hedge Funds, Wealth Management, Portfolio Management, AML, Trading, Financial Markets, Financial Services, Investments

Education
Université du Québec à Montréal   2000 — 2003
BA, Actuarial mathematics

Darrell Gebhardt Darrell Gebhardt Winnipeg, Canada Area Details
Darrell Gebhardt's National Bank Financial Experience 2001 - Present
Job Senior Vice President / Investment Advisor at National Bank Financial
Industry Financial Services
Experience
National Bank Financial   2001 - Present

Skills
Wealth Management, Stocks, Mutual Funds, Investment Strategies, Business Development, Strategic Financial..., Portfolio Management, REIT, Managed Money, Estate Planning, Retirement Planning, Business Analysis, Risk Management, Insurance, Customer Service, Financial Analysis, Strategic Planning, Investment Advisory, Investments, Business Planning, Asset Allocation, Team Leadership, Change Management

Education
Eastend High School
High School Diploma

University of Saskatchewan
Bachelor of Commerce, Finance and Marketing

Jean Turmel Jean Turmel Montreal, Canada Area Details
Jean Turmel's National Bank Financial Experience 1987 - 2004
Job President at Perseus Capital Inc
Industry Capital Markets
Experience
Perseus Capital Inc   2005 - Present
National Bank Financial   1987 - 2004
National Bank of Canada  1981 - 2004

Education
Université Laval   1962 — 1967
MSC, Business

Pierre Pichette Pierre Pichette Montreal, Canada Area Details
Pierre Pichette's National Bank Financial Experience 1999 - 2005
Job Director, Global Transaction Banking, Quebec and Eastern Ontario at Scotiabank
Industry Banking
Experience
Scotiabank  June 2012 - Present
Banque Scotia  April 2006 - June 2012
Scotiabank  April 2006 - February 2010
National Bank Financial   1999 - 2005

Skills
Banking, Corporate Finance, Risk Management, Commercial Banking, Credit Analysis, Credit Risk, Capital Markets, Portfolio Management, Loans, Financial Analysis, Commercial Lending, Credit

Education
The University of Western Ontario   1987 — 1989
Master of Business Administration (MBA)

Université Laval   1979 — 1981
B.A., Economics

Diana Ly Diana Ly Edmonton, Canada Area Details
Diana Ly's National Bank Financial Experience May 2005 - January 2008
Job Partner at p's & q's Consulting
Industry Management Consulting
Experience
p's & q's Consulting   December 2012 - Present
Ballad Consulting Group   December 2012 - July 2015
DriveABLE   2011 - April 2014
CIBC Wood Gundy  January 2008 - December 2009
National Bank Financial   May 2005 - January 2008
ECC Language Institute   2001 - 2003

Skills
Strategic Planning, Business Strategy, Financial Analysis, Project Management, Nonprofits, Public Relations, Investments, Public Speaking, Strategy, Management, Business Planning, Team Leadership, Management Consulting, Program Management

Education
University of Alberta   2007 — 2010
MBA, International Business

University of Alberta   1995 — 1999
B.Sc., Biological Sciences, Psychology

Keegan McCormick Keegan McCormick Toronto, Canada Area Details
Keegan McCormick's National Bank Financial Experience April 2010 - Present
Job Research Associate Analyst at National Bank Financial
Industry Financial Services
Experience
National Bank Financial   April 2010 - Present

Education
University of Ottawa

Todd Almasi Todd Almasi Calgary, Canada Area Details
Todd Almasi's National Bank Financial Experience January 2012 - August 2015
Job Vice President Investment Advisor at Dundee Goodman Private Wealth
Industry Financial Services
Experience
Dundee Goodman Private Wealth  September 2015 - Present
National Bank Financial   January 2012 - August 2015
HSBC Securities  January 2010 - January 2012
GMP Private Client L.P.   March 2005 - January 2010
RBC Dominion Securities  1991 - 2002

Skills
Investment Advisory, Wealth Management, Retirement Planning, Mutual Funds, Investment Strategies, Asset Allocation, Alternative Investments, ETFs, Securities, Equities, Investment Management, Investments, Wealth Management..., Fixed Income, Portfolio Management, Asset Managment, High Net Worth..., Bonds, Wealth

Education
University of Saskatchewan

Benoit Boucher Benoit Boucher Montreal, Canada Area Details
Benoit Boucher's National Bank Financial Experience May 2007 - Present
Job Senior Software AnalystDeveloper at National Bank Financial
Industry Financial Services
Experience
National Bank Financial   May 2007 - Present

Education
Université du Québec à Trois-Rivières   1983 — 1986
Bachelor Degree

Marc-Andre Lavoie Marc-Andre Lavoie Montreal, Canada Area Details
Marc-Andre Lavoie's National Bank Financial Experience 2011 - Present
Job Associate Global Equity Derivatives at National Bank Financial
Industry Financial Services
Experience
National Bank Financial   2011 - Present
National Bank Financial   2006 - 2011

Education
Université du Québec à Montréal   1995 — 1997
BComm, Finance

Marc Vanier Marc Vanier Montreal, Canada Area Details
Marc Vanier's National Bank Financial Experience 2002 - 2004
Job Analyste, application et données Gestion de portefeuille chez Croesus Finansoft
Industry Financial Services
Experience
Croesus  September 2013 - Present
Lombard Odier Darier Hentsch   May 2012 - April 2013
Penson Financial Services  January 2012 - May 2012
Laurentian Bank Securities  July 2009 - October 2011
RBC Capital Markets  April 2006 - June 2009
Laurentian Bank Securities  October 2004 - April 2006
National Bank Financial   2002 - 2004
NBCN  2000 - 2002
La Capitale  1998 - 2000

Skills
Options, Derivatives, Back Office, Credit, Risk Management, Equities, Bloomberg, Fixed Income, Microsoft Excel, Securities, Banking, Microsoft Office, Operational Risk, Middle Office, Microsoft Word, Compliance, Customer Relations, Excel, Lotus Notes, Customer Service, Account Reconciliation, OS X, PowerPoint, Windows, Analysis, SQL, ISM, HTML

Education
UQAM   1997 — 2001
BAA, Finance

UQAM   1995 — 1997
Certificate, Accounting

Ahuntsic College   1989 — 1993
DEC, Finance

Mike D'Amico Mike D'Amico Montreal, Canada Area Details
Mike D'Amico's National Bank Financial Experience May 2004 - August 2005
Job Assistant Vice President Funding Capital markets/ VicePresident adjoint financement marché des capitaux
Industry Banking
Experience
BNP Paribas New York  May 2013 - Present
Desjardins  August 2006 - March 2013
Uniprix Inc (Pharmacie Fortin)   August 1997 - August 2010
Ivanhoé Cambridge (Caisse de dépôt et Placement du Québec)   August 2005 - August 2006
National Bank Financial   May 2004 - August 2005
Metro Inc.  April 2000 - December 2003

Skills
Bloomberg, Trading, Cash Management, Excel, Negotiation, Public Relations, Team Leadership, Arbitrage, Gestion de l'encaisse, Repo, Gestion de personnel, Job Coaching, Capital Markets, Microsoft Excel, Financial Analysis, Banking, Derivatives, Financial Markets, Portfolio Management

Education
Université du Québec à Montréal / UQAM   2005 — 2009
Certificate, Financial Planning and Services

Université du Québec à Montréal   2000 — 2003
Bachelor in Business, Finance

Matthew Yuan, MBA Matthew Yuan, MBA Toronto, Canada Area Details
Matthew Yuan, MBA's National Bank Financial Experience October 2007 - 2013
Job Investment and Finance Professional, Senior Trader
Industry Financial Services
Experience
True North Vantage Inc. Orbixa   2014 - Present
National Bank Financial   October 2007 - 2013
Swifttrade  2003 - October 2007
The Canadian Depository for Securities Limited (CDS)   2002 - 2002
Mackenzie Investments  2000 - 2002

Skills
Equity Trading, Risk Management, Investment Analysis, Financial Analysis, Organization, Management, Problem Solving, Sensitivity to detail, Mutual Funds, Equities, Business Analysis, Valuation, Investments, Securities

Education
University of Ottawa / Université d'Ottawa
Master of Business Administration (MBA), Finance

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