National Bank Financial - Wealth Management
Industry: Company
DescriptionFounded: 1902 Parent organization: National Bank of Canada
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National Bank Financial - Wealth Management Employees
National Bank Financial Wealth Management July 2003 - Present
TD Waterhouse Private Investment Advice December 1997 - June 2003
Midland Walwyn October 1994 - November 1997
The Wurlitzer Company November 1978 - August 1990
Performance Sail Craft Inc May 1972 - April 1977
Skills
Wealth Management, Investment Management, High Net Worth..., Mutual Funds, Stocks, Strategic Financial..., GIC, RESP, RRSP, TFSA, Tax-advantaged..., Insurance, Corporate Trust, Family Trust, Tax Planning, RRIF, Estate Planning, Bonds, Investment Strategies, Investment Advisory, Financial Planners, ETFs, Investments, Retirement Planning, Asset Allocation, Securities, Wealth, Wealth Management..., Financial Advisory, Equities, Retirement, Alternative Investments, Fixed Income, Options, Separately Managed..., Portfolio Management, Asset Management, Financial Services, Hedge Funds, Pensions
Education
Concordia University 1968 — 1972
BA, English
Beaconsfield High School 1964 — 1968
Senior Matriculation
National Bank Financial Wealth Management July 2011 - Present
Investment Industry Association of Canada June 2013 - September 2014
National Bank Financial Wealth Management July 2011 - October 2013
Investment Industry Association of Canada August 2006 - June 2013
Wellington West Holdings Inc. January 1993 - July 2011
Midland Walwyn Capital Inc. 1981 - 1993
Skills
Investments, full service investment..., Mutual Funds, Separately Managed..., Business Relationship..., Public Speaking, Team Leadership, Wealth Management, Investment Strategies, Investment Advisory, Strategic Financial..., Asset Managment, Financial Advisory, Mergers & Acquisitions, Risk Management, Asset Allocation, Financial Services, Leadership, Asset Management, Business Strategy, Alternative Investments, Retirement, Mergers, Portfolio Management, Finance, Capital Markets, Corporate Finance, Insurance, Securities, Business Planning, Wealth, Retirement Planning, Management, Equities, Wealth Management..., Trading, High Net Worth..., Investment Management, Fixed Income, ETFs, Financial Planners, Private Equity, Estate Planning, Bonds, Options, Financial Markets, Banking, Hedge Funds, Venture Capital, Derivatives
Education
Harvard Business School 2001 — 2014
Executive Masters of Business Administration, Finance and marketing
University of Manitoba 1976 — 1979
Bachelor of Administration Studies, Commerce
Raymond James Financial Inc. November 2014 - Present
National Bank Financial Wealth Management February 2014 - November 2014
Colonial Advisory Services Inc June 2013 - August 2013
BMO April 2010 - April 2013
YMCA Canada January 2007 - January 2010
Skills
Outlook, Time Management, PowerPoint, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Team Leadership, Teamwork, Accounting, Risk Management, Sales, Leadership, Data Analysis, Analysis, Business Analysis, Strategic Planning, Research, Access, Financial Modeling, Banking, Finance, Forecasting
Education
The University of Calgary 2009 — 2013
Bachelor of Commerce (BCom), Finance
Mount Royal University 2008 — 2009
Bachelor of Business Administration (B.B.A.), Transfer Program, Business Administration and Management, General
Western Canada High School 2005 — 2008
High School Diploma
National Bank Financial-Wealth Management March 1997 - Present
Skills
Wealth Management, Strategic Financial..., Stocks & Bond investing..., Options investing &...
Education
Concordia University
B.A. Economics
Concordia University
Certificate in Portfolio & Investment Management
National Bank Financial - Wealth Management August 2012 - August 2014
AIESEC Canada 2011 - 2012
State Street May 2011 - August 2011
Standard Life May 2010 - August 2010
National Bank Financial - Wealth Management September 2009 - April 2010
Skills
Mutual Funds, Derivatives, Financial Reporting, Securities, Accounting, Finance, Banking, Microsoft Office, Analytical Skills, Problem Solving, Works well in a team, Leadership, Teamwork
Education
Université de Montréal 2014 — 2017
Bachelor of Laws (LL.B.)
McGill University 2013 — 2014
Comprehensive Project Management Course
John Molson School of Business (Concordia University) 2008 — 2012
Bachelor of Commerce (BCom), Finance - Member of Institute for Co-operative Education
CEGEP - John Abbott College 2006 — 2008
Diplôme d'Études Collégiales, Commerce (Social Science), Academic Honour Roll Distinction
Dundee Goodman Wealth Management February 2014 - Present
National Bank Financial Wealth Management August 2011 - February 2014
TD Waterhouse Private Investment Advice July 2006 - August 2011
Raymond james Ltd. May 2003 - July 2006
Skills
Wealth Management, Mutual Funds, Investment Advisory, Retirement Planning, Wealth, Investment Strategies, Investments, Portfolio Management, Strategic Financial..., Securities, Wealth Management..., High Net Worth..., Asset Allocation, Estate Planning, Equities, Fixed Income, Asset Managment, Retirement, Banking, Bonds
Education
Ryerson University 1971 — 1974
National Bank Financial - Wealth Management July 2011 - Present
Wellington West Capital Inc July 2008 - July 2011
Skills
Leadership, Investments, Team Building, Wealth Management, Mutual Funds, Business Process, Portfolio Management, Management, Investment Strategies, Financial Services
Education
University of Saskatchewan 1997 — 2001
B.Comm., Finance & Economics
National Bank Financial Wealth Management November 2011 - Present
London Health Sciences Foundation 2010 - Present
Wellington West February 2005 - November 2011
CIBC Wood Gundy June 2001 - February 2005
Merrill Lynch July 1999 - June 2001
Midland Walwyn January 1998 - June 1999
Midland Doherty 1994 - 1998
Midland Doherty 1987 - 1994
Midland Doherty 1981 - 1987
Midland Doherty 1979 - 1981
Skills
Wealth Management, Entrepreneurship, Investment Strategies, Investment Advisory, Financial Advisory, Asset Management, Asset Allocation, Wealth, Mutual Funds, Alternative Investments, Bonds, Securities, Asset Managment, Wealth Management..., Retirement Planning, Portfolio Management, Investments
Education
Indiana University Bloomington 1972 — 1975
Bachelor of Science in Business, Finance
Nelson High School
Scotiabank 2014 - Present
Scotiabank February 2014 - August 2014
National Bank Financial - Wealth Management February 2012 - January 2014
National Bank Financial Group May 2010 - February 2012
National Bank Financial Group April 2008 - May 2010
Hewlett-Packard January 2008 - May 2008
Bristol-Myers Squibb May 2007 - September 2007
Skills
Investment Management, Investment Products, Banking, International Political..., Personal Finance, Credit, Credit Risk, Entrepreneurship, Business Development, Mutual Funds, Finance, Mortgage Lending, Loans, Investment Strategies, Wealth Management, Asset Managment, Investment Advisory, Equities, Bonds, Trading, Relationship Management, Structured Products, ETFs, Retirement, Credit Cards, Retirement Planning, Investments, Financial Markets, Financial Advisory, Portfolio Management, Asset Management
Education
Concordia University 2006 — 2009
Bachelor of Arts (B.A.), Political Science / International Relations
Champlain College Saint-Lambert 2002 — 2005
Diplôme d'études collégiales
Collège Charles-Lemoyne 1997 — 2002
DES
IPC Securities Corp September 2013 - Present
National Bank Financial - Wealth Management November 2011 - September 2013
Wellington West Capital Inc. October 2009 - November 2011
Brownstone Investment Planning Inc. September 1997 - October 2009
TD Wealth Management 1996 - 1997
Skills
Holistic Financial..., Retirement Planning, Investment Management, Wealth Management, Financial Risk..., Alternative Investments, Portfolio Management, Strategic Financial..., Asset Allocation, High Net Worth..., Estate Planning, Hedge Funds, Wealth Preservation..., Passion for Helping..., Financial Services, Investments, Financial Planners, Retirement, Investment Advisory, Wealth Management..., Finance, Securities, Wealth, ETFs, Mutual Funds, Investment Strategies, Financial Advisory, Bonds, Equities, Asset Management, Fixed Income, Financial Planning
Education
Canadian Securities Institute 2000 — 2005
Fellow of the Canadian Securities Institute (FCSI)
CFA Institute 1998 — 2002
Chartered Financial Analyst (CFA)
Financial Planning Standards Council 2000 — 2000
Certified Financial Planner® (CFP)
Canadian Securities Institute 1998 — 1998
Chartered Investment Manager® (CIM)
University of Manitoba 1988 — 1993
B.Comm (Hons), Small Business, Marketing, Finance
Oak Park
National Bank Financial - Wealth Management February 2013 - Present
National Bank of Canada March 2000 - February 2013
PSP Investments June 2007 - December 2008
Financière Banque Nationale 2004 - 2008
Financière Banque Nationale 2001 - 2004
Financière Banque Nationale 2000 - 2001
Financière Banque Nationale 2000 - 2000
CN 1998 - 2000
State Street Bank 1996 - 1998
Skills
Operational Risk, Credit Risk, Banking, Credit, Financial Markets, Process Improvement, Business Continuity, Risk Management, Internal Controls, Group Presentations, Strategic Planning, Strategic Analysis, Bilingual, Team Leadership, Team Oriented, Analysis
Education
Investment Dealer's Association (IDA) 1995 — 1995
CSC
McGill University 1992 — 1993
Diploma
University of Montreal 1987 — 1990
Bachelor's Degree
College Notre-Dame 1979 — 1984
High School diploma
Harbourfront Wealth Management Inc. October 2014 - Present
National Bank Financial Wealth Management October 2010 - January 2013
TD Waterhouse May 2004 - October 2010
Skills
Investments, Wealth Management, Investment Strategies, Mutual Funds, Investment Advisory, Retirement Planning, Financial Advisory, Alternative Investments, ETFs, Financial Planning, Asset Allocation, Estate Planning, Asset Managment, Portfolio Management, Securities
Education
University of Manitoba 1992 — 1996
Red River College 1982 — 1983
Telecommunications
River East Collegiate 1975 — 1977
High School
National Bank Financial Wealth Management May 2012 - Present
AIC Funds Inc. 2006 - 2009
AGF Management Limited March 2005 - July 2006
ONE Financial January 2004 - March 2005
Maxxum Financial Services October 1999 - November 2002
BPI Mutual Funds January 1994 - September 1999
Skills
Wealth Management, Estate Planning, GICs, Retirement Planning, Investment Advisory, Mutual Funds, Stocks, Bonds, ETFs, Strategic Financial..., Tax-advantaged..., Insurance, Portfolio Management, Equities, Investment Strategies, Financial Planners, Investments, Financial Advisory, Asset Allocation, Financial Services, Finance, Asset Managment, Financial Analysis, Capital Markets, Asset Management, Wealth, Options, GIC, Alternative Investments, Trading, Fixed Income, Investment Management, Securities, Wealth Management...
Education
The University of Western Ontario - Richard Ivey School of Business 1985 — 1987
MBA, Business Administration and Management, General
The University of Western Ontario 1982 — 1984
MA, Physical Education
University of Toronto 1978 — 1982
BPHE, Physical and Health Education
Riverdale Collegiate Institute 1973 — 1978
OSSGD
National Bank Financial Wealth Management October 1992 - Present
Financière Banque Nationale 1992 - Present
Skills
Estate Planning, Financial Advisory, Asset Managment, Registered Investment..., Options Strategies, Asset Management, Series 7
Education
Concordia University 1986 — 1989
Baccalauriant en commerce - Bachelor of Commerce (B.Com.), Gestion Internationale - International Business
National Bank Financial Wealth Management January 1998 - Present
Education
University of Toronto 1988 — 1992
Bachelor of Arts (BA), Honors in Economics, Political Science
George Brown College 1984 — 1986
Food and Beverage Management, Hospitality Administration/Management
Canadian Securities Institute
National Bank Financial Wealth Management July 2015 - Present
Skills
Wealth Management, Financial Planning, Retirement Planning, Investment Advisory, Investments, Investment Management, Strategic Planning, Finance, Research, Customer Service, Public Speaking, Securities, Financial Analysis, Asset Management, Capital Markets
Education
Financial Planning Standards Council 2015 — 2015
Certified Financial Planner, Financial Planning
British Columbia Institute of Technology 2014 — 2015
Certified Financial Planner (CFP), Finance and Financial Management Services
Canadian Securities Institute (CSI) Global Education 2012 — 2015
Chartered Investment Manager, Investment Advisor