National Bank Financial - Wealth Management

Industry: Company

Description

Founded: 1902 Parent organization: National Bank of Canada

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National Bank Financial - Wealth Management Employees

Employee
Years
Job
Industry
Jay Warrener Jay Warrener Toronto, Canada Area Details
Jay Warrener's National Bank Financial - Wealth Management Experience July 2003 - Present
Job Senior Investment Advisor at National Bank Financial Wealth Management
Industry Investment Management
Experience
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

Charlie Spiring Charlie Spiring Winnipeg, Canada Area Details
Charlie Spiring's National Bank Financial - Wealth Management Experience July 2011 - Present
Job Senior VicePresident and Senior Investment Advisor at National Bank Financial Wealth Management
Industry Financial Services
Experience
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

Roman Shcherbakov Roman Shcherbakov Calgary, Canada Area Details
Roman Shcherbakov's National Bank Financial - Wealth Management Experience February 2014 - November 2014
Job Associate at Raymond James Financial Inc.
Industry Investment Management
Experience
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

Karim Zakher, VP, CIM Karim Zakher, VP, CIM Montreal, Canada Area Details
Karim Zakher, VP, CIM's National Bank Financial - Wealth Management Experience March 1997 - Present
Job VicePresident, Portfolio Manager at National Bank FinancialWealth Management
Industry Investment Management
Experience
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

Negar Azad Negar Azad Montreal, Canada Area Details
Negar Azad's National Bank Financial - Wealth Management Experience August 2012 - August 2014
Job Law Student at Université de Montréal
Industry Judiciary
Experience
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

Bruce Lindsay Bruce Lindsay Toronto, Canada Area Details
Bruce Lindsay's National Bank Financial - Wealth Management Experience August 2011 - February 2014
Job Vice President, Branch Manager at Dundee Goodman Private Wealth
Industry Financial Services
Experience
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

Jennifer Schafer Jennifer Schafer Winnipeg, Canada Area Details
Jennifer Schafer's National Bank Financial - Wealth Management Experience July 2011 - Present
Job Manager, Partner Relations & Process Improvement Initiatives at National Bank Financial Wealth Management
Industry Investment Management
Experience
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

Kelly Roberts Kelly Roberts London, Canada Area Details
Kelly Roberts's National Bank Financial - Wealth Management Experience November 2011 - Present
Job Senior VicePresident/Portfolio Manager, Roberts Nash Advisory Group at National Bank Financial
Industry Financial Services
Experience
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

Ryan Tasciyan B.A Ryan Tasciyan B.A Montreal, Canada Area Details
Ryan Tasciyan B.A's National Bank Financial - Wealth Management Experience February 2012 - January 2014
Job Scotiabank
Industry Investment Management
Experience
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

Andrew M. Suthern Andrew M. Suthern Winnipeg, Canada Area Details
Andrew M. Suthern's National Bank Financial - Wealth Management Experience November 2011 - September 2013
Job Senior Investment Advisor, CIM®, CFP®, CFA®, FCSI®
Industry Financial Services
Experience
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

Francois Gregoire Francois Gregoire Montreal, Canada Area Details
Francois Gregoire's National Bank Financial - Wealth Management Experience February 2013 - Present
Job Senior Advisor Brokerage Sales & Marketing Admin. of sales programs at National Bank Financial Wealth Management
Industry Financial Services
Experience
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

Robert Arndt,CFP,FMA Robert Arndt,CFP,FMA Winnipeg, Canada Area Details
Robert Arndt,CFP,FMA's National Bank Financial - Wealth Management Experience October 2010 - January 2013
Job Investment Advisor at Harbourfront Wealth Management Inc.
Industry Financial Services
Experience
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

Peter Tsafatinos, MBA CIM Peter Tsafatinos, MBA CIM Toronto, Canada Area Details
Peter Tsafatinos, MBA CIM's National Bank Financial - Wealth Management Experience May 2012 - Present
Job Portfolio Manager,Investment Advisor at National Bank Financial Wealth Management
Industry Financial Services
Experience
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

Natalie Sears Natalie Sears Montreal, Canada Area Details
Natalie Sears's National Bank Financial - Wealth Management Experience October 1992 - Present
Job Conseillère en placement Financière Banque Nationale, Investment Advisor National Bank Financial Wealth Management
Industry Financial Services
Experience
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

Hannah Reid Hannah Reid Ottawa, Canada Area Details
Hannah Reid's National Bank Financial - Wealth Management Experience January 1998 - Present
Job Investment Advisor at National Bank Financial Wealth Management, PFP
Industry Financial Services
Experience
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

Alysha To, CIM® Alysha To, CIM® Vancouver, Canada Area Details
Alysha To, CIM®'s National Bank Financial - Wealth Management Experience July 2015 - Present
Job Investment Associate, Financial Planning LePoidevin Group
Industry Investment Management
Experience
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

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