NEI Investments
Industry: Company
DescriptionFounded: 2007 Parent organization: Aviso Wealth Inc. Subsidiary: Northwest Funds
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NEI Investments Employees
Fidelity Investments June 2015 - Present
NEI Investments April 2013 - June 2015
NEI Investments 2010 - 2013
NEI Investments 2008 - 2010
NEI Investments 2007 - 2008
Skills
Financial Services, Portfolio Management, Securities, Investments, Asset Managment, Investment Strategies, Wealth Management, Equities, Strategic Financial..., Mutual Funds, Risk Management, Investment Management, Wealth, Financial Advisory, Fixed Income, Asset Allocation, Retirement Planning, Alternative Investments, Asset Management
Education
CFA Institute
CFA Charterholder
CFA Institute
CIPM Designation
The University of British Columbia 2004 — 2007
Bachelor of Commerce (Honours), Finance
The University of British Columbia 2000 — 2004
Bachelor of Science, Animal Biology
World University Service of Canada (WUSC - EUMC) May 2014 - Present
Schulich Accounting Society April 2014 - Present
TROIANO April 2014 - November 2014
NEI Investments May 2014 - August 2014
Undergraduate Business Council April 2013 - March 2014
NEI Investments May 2013 - September 2013
Canadian Breast Cancer Society October 2012 - August 2013
Self-Employed June 2012 - June 2013
York Symphony Orchestra February 2008 - June 2013
Skills
Leadership, Teamwork, Microsoft Excel, Time Management, PowerPoint, Microsoft Office, Investments
Education
The Hong Kong University of Science and Technology 2015 — 2015
Bachelor's Degree, International Business Exchange Term
Schulich School of Business 2012 — 2015
International Bachelor of Business Administration (iBBA)
Toronto Waldorf School 2008 — 2012
Ontario High School Diploma
NEI Investments February 2015 - Present
Investment Planning Counsel / IPC Portfolio Services September 2013 - February 2015
RBC Global Asset Management April 2011 - June 2013
Franklin Templeton Investments April 2004 - March 2011
AIC Limited 2001 - 2004
Bayside Management Consultants (Nassau) 1996 - 2001
Fidelity Investments Canada Ltd. 1991 - 1995
Skills
Investments, Asset Management, Problem Solving, Mutual Funds, Mentoring, Securities, Public Speaking, Wealth Management, New Business Development, Asset Managment, Estate Planning, Investment Management, Financial Services, Investment Advisory, Retirement Planning, Finance, Investment Strategies, Portfolio Management, Asset Allocation, Business Development, Separately Managed..., Alternative Investments, Wealth, ETFs, Relationship Building, Sales Management, Sales & Marketing...
Education
Concordia University
O'Leary Funds August 2012 - Present
NEI Investments February 2010 - August 2011
AIC June 2008 - October 2008
CIBC Wood Gundy January 2007 - June 2008
Skills
Mutual Funds, Investment Advisory, Stocks, Bonds, Financial Planning, Investments, Strategic Planning, Portfolio Management, Customer Relations, Asset Management, Fixed Income, New Business Development, French, Insurance, Risk Management, Securities, Wealth Management, Asset Managment, Strategic Financial..., Financial Services, Investment Strategies, Business Development, Customer Service
Education
CSI 2007 — 2007
Conduct and Practices Handbook, Finance
CSI 2006 — 2006
Canadian Securities Course, Finance
Concordia University 1997 — 2002
BA, Political Science
Investment Planning Counsel March 2015 - Present
NEI Investments September 2011 - November 2012
Qtrade Financial Group May 2010 - May 2011
Queensbury Strategies Inc. May 2009 - May 2010
TD Asset Management 2006 - 2008
Front Street Capital 2001 - 2006
SVC O'Donnell 1997 - 1999
Skills
Mutual Funds, Investments, Financial Advisory, Portfolio Management, Asset Management, Wealth Management, Risk Management, Securities, Analysis, Retirement Planning, Wealth, Investment Strategies, Alternative Investments, Financial Services, Investment Advisory, Retirement, Strategic Financial..., Asset Allocation, Sales, ETFs, Investment Management, Equities, Relationship Management, Fixed Income, Business Development, Hedge Funds, Wealth Management..., Trading, Financial Markets, Funding, Financial Planning
Education
Carleton University 1992 — 1996
Economics
NEI Investments March 2014 - Present
Excel Funds Management Inc. September 2011 - March 2014
Excel Funds Management Inc. 2011 - 2011
McLean Budden May 2005 - December 2010
McLean Budden May 2000 - December 2010
BMO Nesbitt Burns May 1998 - May 2000
Skills
Mutual Funds, Securities, Investment Management, Equities, Trading, Due Diligence, Strategic Planning, AML, Finance, Financial Risk, Investments, Wealth Management, Team Building, Analysis, Financial Services, Fixed Income, Investment Advisory, Asset Management, Investment Strategies, Hedge Funds, Capital Markets, Alternative Investments, Asset Allocation, FINRA, Portfolio Management, Financial Markets, ETFs
Education
Laurentian University/Université Laurentienne 1991 — 1996
Bachelor of Arts
MSS
Florida Coastal School of Law August 2014 - Present
Florida Coastal School of Law 2015 - 2015
Florida Coastal School of Law 2015 - 2015
NEI Investments 2011 - August 2014
Xerox November 2010 - May 2011
Net Impact November 2009 - August 2010
Wilfrid Laurier University August 2009 - August 2010
Wifrid Laurier 2010 - 2010
Franklin Templeton Investments January 2008 - June 2009
TD Bank January 2007 - January 2008
Skills
Investments, Mutual Funds, Management, Financial Analysis, Strategic Financial..., Wealth Management, Investment Strategies, Investment Management, Relationship Management, Leadership, Portfolio Management, Equities, Investment Advisory, Securities, Finance, Business Development, Financial Modeling, Financial Services, Strategy, Sales, Retirement Planning, Financial Advisory, Asset Allocation, Fixed Income, Financial Planning
Education
Wilfrid Laurier University 2009 — 2010
MBA, Environmental Management
The University of Western Ontario 2001 — 2005
Bachelors of Administrative and Commercial Studies, Finance
Queen Elizabeth High School 1997 — 2000
High School
Florida Coastal School of Law
Florida Coastal School of Law
Ontario Ministry of Health and Long-Term Care May 2015 - Present
Ontario Ministry of Health and Long-Term Care September 2013 - Present
Seneca College July 2014 - August 2014
ProEdge Media Corp. January 2012 - November 2012
City of Toronto August 2011 - December 2011
NEI Investments January 2008 - July 2011
Innovest Strategic Value Advisors December 2005 - December 2007
Toronto District School Board May 2002 - September 2002
Skills
Strategic Communications, Corporate Communications, Press Releases, Editing, Public Speaking, Policy Analysis, Communications Planning, Corporate Social..., Sustainability, Speech Writing, Report Writing, Research, Newsletters, Stakeholder Engagement, Sustainability Reporting, Research & Analysis, Investor Relations, French, Leadership, Media Relations, Policy, Community Development, Proposal Writing, Attention To Detail, Sustainable Investing, Creative Problem Solving, Internal Communications, Socially Responsible..., Sustainable Development, Community Engagement, Typepad, Social Media, Wordpress, Twitter, Blogging, Project Management, Strategy, Public Relations, Strategic Planning, Writing
Education
Seneca College of Applied Arts and Technology
Ontario Graduate Certificate, Corporate Communications
Ryerson University
MASc, Environomental Applied Science & Management
Ryerson University
BURPl (Hons.), Urban & Regional Planning
Western Union Financial Services (Canada) July 2015 - Present
BMO Global Asset Management January 2014 - February 2015
NEI Investments November 2008 - January 2014
RBC Capital Markets October 2007 - November 2008
Manulife Financial June 2001 - September 2005
Manulife Securities (a subsidiary of Manulife Financial) June 1999 - September 2005
Manulife Financial June 1997 - June 1999
Manulife Securities May 1994 - June 1996
Manulife Financial June 1989 - June 1994
Skills
Compliance, Risk Management, Policy, Investments, Mutual Funds, Insurance, Corporate Governance, Asset Management, Securities, Strategic Planning, Due Diligence, AML, Change Management, Team Building, Executive Management, Asset Managment, Governance, Wealth Management, Investment Advisory, Portfolio Management, Investment Management, Financial Risk, Banking
Education
Canadian Securities Institute 2008 — 2008
Chief Compliance Officers Qualifying Exam, Investment Dealer Compliance
Canadian Securities Institute 2002 — 2002
Partners, Directors & Senior Officers
Canadian Securities Institute 1996 — 1996
Canadian Securities Course
Investment Funds Institute of Canada 1994 — 1994
Officers, Partners, Directors
Wilfrid Laurier University 1988 — 1990
MBA
Life Office Management Association 1983 — 1985
FLMI, Insurance
Dalhousie University 1979 — 1983
B.Comm
BMO Financial Group May 2015 - Present
BMO Financial Group March 2014 - Present
NEI Investments April 2012 - March 2014
Bank of Montreal November 2011 - April 2012
BMO Financial Group August 2009 - October 2011
Skills
Investments, Mutual Funds, Portfolio Management, Banking, Wealth Management, Credit, Mortgage Lending, Retirement Planning, Loans, Business Development, Retirement, Financial Services, Strategic Financial..., Wealth, Strategic Planning, Retail Banking, Investment Advisory
Education
Université de Montréal
NEI Investments June 2015 - Present
NEI Investments April 2015 - June 2015
NEI Investments January 2014 - April 2015
NEI Investments October 2010 - January 2014
IFDS July 2008 - October 2010
Skills
Bilingual-Fluent..., French, English, Investments, Customer Service, Mutual Funds, Microsoft Excel, PowerPoint, Analysis, Time Management, Financial Planning, Microsoft Office
Education
Canadian Securities Course 2011 — 2012
Certificate, Mutual funds
Everest College
Diploma, banking & Financial Services
University of Ottawa / Université d'Ottawa
Bsc in Mathematics and Economics
Happy City October 2014 - Present
NEI Investments July 2011 - October 2014
Coalition of Universities for Responsible Investing April 2009 - February 2014
Jantzi Sustanalytics May 2010 - September 2010
Treasury Department, University of British Columbia December 2007 - February 2010
Vancouver Coastal Health April 2004 - September 2007
Empire Landmark Hotel 2003 - 2004
Skills
Corporate Social..., Strategy, Sustainable Development, Stakeholder Engagement, Sustainability, Management, Community Development, Policy Analysis, Leadership, Analysis, Governance, Strategic Planning, Socially Responsible..., Risk Management, Project Planning, Project Management, Policy, Nonprofits
Education
The University of British Columbia 2007 — 2010
MA, Community development and social planning
Technological Institute of Monterrey 1995 — 2000
BA International Commerce
David O’Brien Centre for Sustainable Enterprise, Concordia University 2013 — 2014
Sustainable Investment Professional Certification
Edumine 2013 — 2013
Mining Fundamentals, Mining
Indigenous Corporate Training Inc. 2013 — 2013
Working Effectively with Aboriginal Peoples, First Nations Issues
Investment Funds Institute of Canada
Canadian Investment Funds Certificate
NEI Investments June 2014 - Present
CI Investments Inc. April 2011 - June 2014
CI Investments Inc. September 2009 - March 2011
GFI Group April 2008 - October 2008
Skills
Investment Strategies, Investments, Mutual Funds, Wealth Management, Strategic Financial..., Asset Allocation, Financial Advisory, Financial Services, Investment Advisory, Management, Portfolio Management, Retirement Planning, Trading, Securities, Retirement, Finance, Financial Planning
Education
Brock University 2004 — 2008
Undergraduate, Economics
George Brown College
Leaside Highschool
University of Toronto
NEI Investments January 2001 - Present
TD Shareholder Services March 1998 - May 2001
IFDS January 1995 - March 1998
Skills
Mutual Funds, Investments, French, Wealth Management, Equities, Asset Management, Relationship Management, Investment Strategies, Portfolio Management, Investment Management, Securities, Strategic Financial..., Fixed Income, Investment Advisory, Financial Services, Retirement Planning, Asset Allocation
Education
Brock University 1988 — 1993
Honours BA, majors in Finance & French
NEI Investments January 2011 - Present
Hartford Investments Inc November 2007 - December 2010
Franklin Templeton Investments March 2002 - November 2007
Skills
Strategic Planning, Mutual Funds, Portfolio Management, Asset Management, Sales Management, Product Development, Negotiation, Investments, Wealth Management, Asset Managment, Securities, Wealth, Investment Management, Strategic Financial..., Retirement Planning, Alternative Investments, Asset Allocation, Business Development, Investment Advisory, Financial Advisory, High Net Worth..., Investment Strategies, Hedge Funds, Equities, Financial Services, Relationship Management, Fixed Income, Separately Managed..., Retirement, Financial Markets, ETFs, Wealth Management..., Series 63, Insurance, Series 7, Bonds, Pensions, Risk Management, Fixed Annuities, Trading, Banking, Financial Planners, Life Insurance, Mortgage Lending, Credit, Financial Analysis, FINRA, Capital Markets, Strategy, Structured Products
Education
The University of Western Ontario - Richard Ivey School of Business 2013 — 2014
Master of Business Administration (MBA)
NEI Investments October 2015 - Present
NEI Investments January 2014 - Present
NEI Investments July 2012 - December 2013
Hogeschool van Amsterdam June 2011 - December 2011
World Agroforestry Centre February 2010 - May 2010
Skills
Corporate Social..., Sustainability, Sustainable Development, Stakeholder Engagement, Qualitative Research, Policy Analysis, Environmental Awareness, Sustainability Reporting, Socially Responsible..., Research, Proxy Voting, Corporate Governance
Education
University of Amsterdam 2009 — 2011
Master's Degree
University of Amsterdam 2005 — 2009
Bachelor's Degree
Wolfert van Borselen 1999 — 2005
High School
Track DDB June 2015 - July 2015
Advocis 2012 - 2014
NEI Investments October 2010 - June 2012
Random House of Canada Limited March 2009 - October 2009
BMO Learning Institute September 2008 - January 2009
BMO Capital Markets September 2007 - January 2008
Schneider Electric May 2006 - April 2007
Lafarge October 2004 - December 2005
Skills
Email Marketing, Digital Marketing, Web Analytics, Google Analytics, Web Content Management, Adobe Creative Suite, Microsoft Office, SharePoint, HTML, CSS, Google Adwords, SEO, jQuery, Windows 7, Mac OS X, Online Research, Social Media, Asset Managment, Investments, Web 2.0
Education
Ryerson University 2000 — 2003
Bacholor of Commerce, Information Technology Management
Centennial College 1996 — 2000
Computer Programmer/Analyst
NEI Investments September 2012 - Present
Mercer April 2012 - September 2012
HSBC Global Asset Management March 2010 - March 2012
Fidelity Investments October 2009 - March 2010
Russell Investments October 2006 - April 2009
Skills
Portfolio Management, Asset Management, Asset Allocation, Mutual Funds, Investment Management, Pensions
Education
Dalhousie University 2004 — 2006
MBA
University of Toronto 1999 — 2003
BASc
CFA society
business writing class
business writing class
NEI Investments March 2011 - Present
Skills
Mutual Funds, Wealth Management, Investments, Retirement Planning, Strategic Financial..., Insurance, Public Speaking, Risk Management, Analysis, Financial Services, Retirement, Relationship Management, Investment Advisory, Equities, Strategic Partnerships, Securities, Financial Advisory, Investment Management, Leadership, Portfolio Management, Investment Strategies, Business Development, Asset Management, Wealth, Wealth Management..., Estate Planning, Alternative Investments, Fixed Income, ETFs, Fixed Annuities, Financial Planners, Asset Allocation, Banking, Financial Markets, Separately Managed..., Credit, Hedge Funds, Bonds, Certified Financial..., High Net Worth..., Pensions, Valuation, Options, Critical Illness, Life Insurance, Financial Analysis, Financial Planning
Education
British Columbia Institute of Technology 2002 — 2004
Financial Management Diploma, Financial Management
Fidelity Investments June 2015 - Present
Athan's Gift Foundation August 2011 - Present
NEI Investments April 2013 - May 2015
Arrow Capital Management Inc. October 2002 - February 2013
The National Ballet of Canada 2005 - 2007
Hedge Funds Care 2005 - 2007
AIMA 2004 - 2006
BMO 1996 - 2000
Skills
Hedge Funds, Marketing Strategy, Marketing Communications, Online Marketing, Alternative Investments, Corporate Communications, Public Relations, Social Media, SEO, Advertising, Copywriting, Event Management, Excel, Social Media Marketing, Email Marketing, Website development, Collateral Material..., Social Media Strategist, Online Advertising, Fundraising, Sponsorship, Digital Marketing, Direct Marketing, Website Development, Marketing, Management, Investments, Business Development, Strategy, Strategic Planning, Sales, Leadership, Social Networking, Entrepreneurship, Event Planning, Business Strategy, Customer Service, Brand Development, Integrated Marketing, Strategic Partnerships, Strategic Communications
Education
The University of Lethbridge 2000 — 2002
Bachelor of Management, Marketing
Southern Alberta Institute of Technology 1997 — 2000
Business Administration, Accounting, Marketing
NEI Investments April 2015 - Present
Canaccord Genuity Group Inc. August 2014 - Present
Raymond James Ltd. November 2011 - Present
AspenClean :: Nature's Home Cleaning Solution June 2011 - November 2011
Philthy McNasty's November 2009 - May 2011
Oliver and Bonacini December 2008 - December 2010
International Student Volunteers August 2008 - June 2010
Skills
Communication, Management, Administration, Attention To Detail, Time Management, Writing, Customer Relations, Office Management, Microsoft Office, High Energy, Customer Service, Public Speaking, Research, Word, Outlook, Teamwork, PowerPoint, Editing, Problem Solving, Promotions, Team Leadership, Account Management, Non-profits, Creative Writing, Facebook, Event Management, System Administration, Sales, Analysis, Training, Social Networking, Microsoft Word, Nonprofits
Education
University of Guelph 2003 — 2007
B.Sc., Biology
Sheridan College 2009 — 2011
Diploma, Journalism (Print)
NEI Investments October 2011 - Present
RBC Global Asset Management May 2006 - October 2011
HSBC Bank Canada 2004 - 2006
Merrill Lynch HSBC/HSBC Securities 2000 - 2004
Manulife Financial Corporation 1997 - 2000
Education
Ivey Business School at Western University 2010 — 2012
MBA
University of Toronto - Faculty of Law
Global Professional Master of Laws (GPLLM), Global Business Law
Harvard Business School Executive Education
HBS Leadership Initiative (HPLP)
York University - Schulich School of Business
Masters Certificate In Project Management
University of Toronto 1991 — 1995
NEI Investments March 2014 - Present
CI Investments Inc. September 2011 - March 2014
RBC Dominion Securities September 2010 - December 2010
Barometer Capital Management January 2009 - April 2009
Billie Bear Lodge June 2008 - August 2008
Vector Marketing April 2008 - June 2008
Lawry Nisker CA April 2006 - May 2006
Skills
-Canadian Securities..., Business Development, Investments, Management, Marketing, Portfolio Management, Sales, Relationship Management, Customer Service, Financial Modeling, Microsoft Office, Microsoft Excel
Education
Dalhousie University 2008 — 2011
Commerce, Finance
Industrial Alliance 2015 - Present
NEI Investments 2008 - 2014
CIBC Asset Management 2004 - 2008
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Portfolio Management, Asset Managment, Investments, Equities, Mutual Funds, Investment Advisory, Investment Strategies, Wealth, Investment Management, Fixed Income, Securities, Financial Services, Asset Allocation, Financial Advisory, Hedge Funds, ETFs, Retirement, Financial Markets, Bonds, Relationship Management, Asset Management
Education
Concordia University 1994 — 1997
BComm, Finance
NEI Investments 2009 - Present
Desjardins trust 2009 - March 2015
banque de montreal 2006 - March 2015
Skills
Analyse financière
Education
1999 — 2003
BAA, administration des affaires
HEC Montréal
certificat planification financière
Queen's University, School of Business 2015 - Present
NEI Investments 2010 - 2014
RBC Asset Management 2006 - 2009
Financial Services 2005 - 2006
Cartier Partners Financial Group 2002 - 2004
Marketing Solutions 1996 - 2002
Education
Queen's University
Hon B Comm
NEI Investments July 2015 - Present
SFL Partenaire de Desjardins Sécurité financière January 2014 - June 2015
Dynamic Funds 2004 - December 2013
Dynamic Funds 2005 - 2008
Dynamic Funds 2004 - 2005
Berkshire Group 2002 - 2004
Skills
Mutual Funds, Investment Strategies, Alternative Investments, Business Development, Wealth Management, Asset Allocation, Strategic Financial..., Financial Services, ETFs, Investment Management, Investment Advisory, Securities, Financial Advisory, Fixed Income, Retirement Planning, Financial Planning
Education
Canadian Securities Institute
CIM - Chartered Investment Manager
John Abbott College
UQAM
NEI Investments February 2011 - Present
Hartford Investments October 2006 - February 2011
Tricycle Asset Management December 2003 - September 2006
AIM Trimark Investments October 1998 - December 2003
Skills
Mutual Funds, Investments, Investment Strategies, Wealth Management, Portfolio Management, Asset Management, Financial Planning, Securities, Financial Services, Investment Advisory, Retirement Planning, Strategic Financial..., Equities, Asset Allocation, Retirement
Education
Laurentian University/Université Laurentienne 1993 — 1997
HBCOM, Finance, Investments, Economics
NEI Investments January 2013 - Present
NEI Investments July 2009 - January 2013
Rodenstock Canada Inc. May 2009 - July 2009
Rodenstock Canada Inc. September 2008 - May 2009
Price Mattress April 2008 - September 2008
Woody's Building Products 2007 - 2008
Skills
Customer Service, French, Teamwork, Microsoft Office, Negotiation, Research, Dependable Team Player, Training, Escalation Resolution, Supervisory Skills, Cross Selling, Online Marketing, Problem Solving, Learning, Writing, Website Development, Sales Support
Education
Trent University 2003 — 2007
HBA, History, Linguistics
Humberview Secondary School 1996 — 2003
Credential 2013 - Present
NEI Investments 2008 - 2012
Deustche Bank - Jakarta Branch 2004 - 2007
Citibank - Jakarta Branch 1999 - 2003
Skills
Finance, Microsoft Excel, Financial Reporting, Financial Audits, Tax, Internal Controls, Financial Analysis, Financial Accounting, US GAAP
Education
Asian Institute of Management
Management Development Program
University of Santo Tomas
Bachelor of Science in Commerce, Accounting