Nicola Wealth Management
Description
Address: 1508 West Broadway, Vancouver, BC V6J 1W8 W Broadway, Vancouver, BC V6J 1W8, Canada Hours: Closed ⋅ Opens 8AM Mon Friday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Province: British Columbia Phone: +1 604-739-6450: Place name: : : : Website: Category: : : Website: http://www.nicolawealth.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Nicola Wealth Management Posting publicly on the Web Write a review Reviews 2 Google reviews
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Nicola Wealth Management Employees
Employee
Years
Job
Industry
Katya Revenko Katya Revenko's Nicola Wealth Management Experience August 2014 - Present
Job Advisor Support at Nicola Wealth Management
Industry Financial Services
Experience
Nicola Wealth Management August 2014 - Present
CIBC Wood Gundy July 2008 - August 2014
Airbnb November 2010 - October 2012
GE Money July 2007 - April 2008
Euro-Food Tri-City May 2000 - December 2007
Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, Administrative Support, Superior Client Service, Investment Banking, Analysis, Creative Problem Solving, Multitasker, Eye for Details, Teamwork, Highly responsible, Time Management, Research, Marketing, Teaching, Microsoft Office, Grant Writing, Small Business, Multilingual, Russian, Translation, Editing, Proofreading
Education
Simon Fraser University 2002 — 2008
Bachelor of Business Administration, Finance major, French minor
Simon Fraser University
Bachelor of Business Administration (BBA), Finance, General
Nicola Wealth Management August 2014 - Present
CIBC Wood Gundy July 2008 - August 2014
Airbnb November 2010 - October 2012
GE Money July 2007 - April 2008
Euro-Food Tri-City May 2000 - December 2007
Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, Administrative Support, Superior Client Service, Investment Banking, Analysis, Creative Problem Solving, Multitasker, Eye for Details, Teamwork, Highly responsible, Time Management, Research, Marketing, Teaching, Microsoft Office, Grant Writing, Small Business, Multilingual, Russian, Translation, Editing, Proofreading
Education
Simon Fraser University 2002 — 2008
Bachelor of Business Administration, Finance major, French minor
Simon Fraser University
Bachelor of Business Administration (BBA), Finance, General
Ava Chuang, CGA Ava Chuang, CGA's Nicola Wealth Management Experience January 2014 - Present
Job Senior Accountant at Nicola Wealth Management
Industry Financial Services
Experience
Nicola Wealth Management January 2014 - Present
Steadyhand Investment Funds January 2013 - November 2013
Qtrade Financial Group November 2009 - September 2012
Qtrade Financial Group January 2008 - October 2009
Qtrade Financial Group March 2006 - December 2007
Skills
Financial Accounting, Policy Analysis, Accounting, Corporate Finance, Mutual Funds, Mergers & Acquisitions, Auditing, Accounts Payable, Internal Audit, Financial Reporting, Investments
Education
Certified General Accountant
Simon Fraser University
Bachelor of Arts, Economics (Education Minor)
Nicola Wealth Management January 2014 - Present
Steadyhand Investment Funds January 2013 - November 2013
Qtrade Financial Group November 2009 - September 2012
Qtrade Financial Group January 2008 - October 2009
Qtrade Financial Group March 2006 - December 2007
Skills
Financial Accounting, Policy Analysis, Accounting, Corporate Finance, Mutual Funds, Mergers & Acquisitions, Auditing, Accounts Payable, Internal Audit, Financial Reporting, Investments
Education
Certified General Accountant
Simon Fraser University
Bachelor of Arts, Economics (Education Minor)
Harminder Bains Harminder Bains's Nicola Wealth Management Experience March 2015 - Present
Job Insurance Administrator at Nicola Wealth Management
Industry Accounting
Experience
Nicola Wealth Management March 2015 - Present
Image Optometry 2012 - 2013
The Headhunters 2010 - 2011
City of Surrey June 2009 - September 2009
McDonald's Corporation 2007 - 2009
Skills
Customer Service, Microsoft Office, Communication, Analytics, Quantitative Analytics, Economics, Business Economics, Entrepreneurship, Finance, Marketing Strategy
Education
Simon Fraser University 2010 — 2014
Bachelor's Degree, Economics
Nicola Wealth Management March 2015 - Present
Image Optometry 2012 - 2013
The Headhunters 2010 - 2011
City of Surrey June 2009 - September 2009
McDonald's Corporation 2007 - 2009
Skills
Customer Service, Microsoft Office, Communication, Analytics, Quantitative Analytics, Economics, Business Economics, Entrepreneurship, Finance, Marketing Strategy
Education
Simon Fraser University 2010 — 2014
Bachelor's Degree, Economics
Ayda Dabiri Ayda Dabiri's Nicola Wealth Management Experience July 2010 - August 2012
Job Junior Policy Analyst at ITU
Industry Market Research
Experience
International Telecommunication Union June 2015 - Present
BCIT School of Business April 2013 - November 2013
Willingdon Church July 2013 - August 2013
BC Children's Hospital Foundation March 2013 - June 2013
BC Children's Hospital Foundation March 2013 - June 2013
Enactus BCIT September 2012 - January 2013
BCIT Marketing Association July 2012 - November 2012
Nicola Wealth Management July 2010 - August 2012
BCIT Marketing Association October 2011 - May 2012
Education
British Columbia Institute of Technology 2014 — 2015
Statement of Completion, Business Analytics
British Columbia Institute of Technology 2013 — 2014
Bachelor's Degree, Business of Administration (BBA)
British Columbia Institute of Technology 2011 — 2013
Diploma of Technology, Marketing Management - Marketing Communications
Argyle Secondary School 2006 — 2011
High School
International Telecommunication Union June 2015 - Present
BCIT School of Business April 2013 - November 2013
Willingdon Church July 2013 - August 2013
BC Children's Hospital Foundation March 2013 - June 2013
BC Children's Hospital Foundation March 2013 - June 2013
Enactus BCIT September 2012 - January 2013
BCIT Marketing Association July 2012 - November 2012
Nicola Wealth Management July 2010 - August 2012
BCIT Marketing Association October 2011 - May 2012
Education
British Columbia Institute of Technology 2014 — 2015
Statement of Completion, Business Analytics
British Columbia Institute of Technology 2013 — 2014
Bachelor's Degree, Business of Administration (BBA)
British Columbia Institute of Technology 2011 — 2013
Diploma of Technology, Marketing Management - Marketing Communications
Argyle Secondary School 2006 — 2011
High School
Nicole Breit Nicole Breit's Nicola Wealth Management Experience June 2014 - Present
Job Freelance Editor + Writer
Industry Writing and Editing
Experience
Sparrow Writing and Editorial Services February 2012 - Present
Simon Fraser University September 2013 - Present
Nicola Wealth Management June 2014 - Present
West Coast Families Magazine April 2014 - Present
Canadian Immigrant Magazine November 2014 - Present
Pierce Content Marketing February 2014 - Present
Endurance Marketing October 2013 - Present
Women In Biz Network April 2012 - Present
SEO Content Solutions April 2012 - November 2013
Mom Inc. Movement March 2013 - August 2013
Skills
SEO copywriting, Ebooks, Website Copy, Editing, Copy Editing, Proofreading, Online Publishing, Online Communications, Online Research, Education, Marketing Copy, Blogging, Internal Communications, Content Strategy, Web Content, Press Releases, Editorial, Books, SEO, Content Management, Creative Writing, Magazines, SEO Copywriting
Education
The University of British Columbia 1998 — 1999
B.Ed., Elementary Education and Teaching
University of Victoria 1994 — 1996
B.A., English
Sparrow Writing and Editorial Services February 2012 - Present
Simon Fraser University September 2013 - Present
Nicola Wealth Management June 2014 - Present
West Coast Families Magazine April 2014 - Present
Canadian Immigrant Magazine November 2014 - Present
Pierce Content Marketing February 2014 - Present
Endurance Marketing October 2013 - Present
Women In Biz Network April 2012 - Present
SEO Content Solutions April 2012 - November 2013
Mom Inc. Movement March 2013 - August 2013
Skills
SEO copywriting, Ebooks, Website Copy, Editing, Copy Editing, Proofreading, Online Publishing, Online Communications, Online Research, Education, Marketing Copy, Blogging, Internal Communications, Content Strategy, Web Content, Press Releases, Editorial, Books, SEO, Content Management, Creative Writing, Magazines, SEO Copywriting
Education
The University of British Columbia 1998 — 1999
B.Ed., Elementary Education and Teaching
University of Victoria 1994 — 1996
B.A., English
Asiri Demian's Nicola Wealth Management Experience 2006 - 2007
Job I love what i do , lucky to work for a great company with great people
Industry Information Technology and Services
Experience
Simon Fraser University February 2015 - Present
Absolute Software January 2014 - December 2014
ActiveCo Computer Solutions June 2013 - November 2013
ICT-Pros Consultants Ltd 2010 - April 2013
The School Of St Jude February 2009 - January 2010
TELUS 2008 - 2009
Vision Critical 2007 - 2008
TELUS 2007 - 2007
Nicola Wealth Management 2006 - 2007
TEKsystems 2006 - 2007
Skills
virtualization..., Windows Server..., Veeam Backup , Backup..., CompTIA A+ Certification, MCSA + Messaging, CCNA, Extensive experience in..., MS Exchange Server..., Blackberry server, Active Directory, Windows Server, Microsoft Exchange, Servers, Customer Service, Technical Support, VPN, Networking, Linux, Troubleshooting, Computer Hardware, Windows, Software Installation, Information Technology, Network Administration, VMware, Disaster Recovery, Cisco Technologies, Hyper-V, Backup Exec, Hardware, vSphere, Help Desk Support, WSUS, Unix, Virtualization, Infrastructure, Switches, 2008 R2, DHCP, DNS, VMware ESX, Symantec Backup, Microsoft Certified..., Vendor Management
Education
British Columbia Institute of Technology 2004 — 2006
Computer Information Systems, Information Technology, 83% GPA
British Columbia Institute of Technology 2003 — 2006
British Columbia Institute of Technology (BCIT), Information Technology, 83%
Simon Fraser University February 2015 - Present
Absolute Software January 2014 - December 2014
ActiveCo Computer Solutions June 2013 - November 2013
ICT-Pros Consultants Ltd 2010 - April 2013
The School Of St Jude February 2009 - January 2010
TELUS 2008 - 2009
Vision Critical 2007 - 2008
TELUS 2007 - 2007
Nicola Wealth Management 2006 - 2007
TEKsystems 2006 - 2007
Skills
virtualization..., Windows Server..., Veeam Backup , Backup..., CompTIA A+ Certification, MCSA + Messaging, CCNA, Extensive experience in..., MS Exchange Server..., Blackberry server, Active Directory, Windows Server, Microsoft Exchange, Servers, Customer Service, Technical Support, VPN, Networking, Linux, Troubleshooting, Computer Hardware, Windows, Software Installation, Information Technology, Network Administration, VMware, Disaster Recovery, Cisco Technologies, Hyper-V, Backup Exec, Hardware, vSphere, Help Desk Support, WSUS, Unix, Virtualization, Infrastructure, Switches, 2008 R2, DHCP, DNS, VMware ESX, Symantec Backup, Microsoft Certified..., Vendor Management
Education
British Columbia Institute of Technology 2004 — 2006
Computer Information Systems, Information Technology, 83% GPA
British Columbia Institute of Technology 2003 — 2006
British Columbia Institute of Technology (BCIT), Information Technology, 83%
Murray Neilson Murray Neilson's Nicola Wealth Management Experience 2005 - Present
Job Business Development at Nicola Wealth Management
Industry Financial Services
Experience
Nicola Wealth Management 2005 - Present
Skills
Wealth Management, Investments, Business Development, Entrepreneurship, Retirement, Insurance, Financial Services, Estate Planning, Wealth, Strategic Financial..., Financial Advisory, Retirement Planning
Education
Financial Planning
CFP, CLU
Simon Fraser University
BGS, Business
Nicola Wealth Management 2005 - Present
Skills
Wealth Management, Investments, Business Development, Entrepreneurship, Retirement, Insurance, Financial Services, Estate Planning, Wealth, Strategic Financial..., Financial Advisory, Retirement Planning
Education
Financial Planning
CFP, CLU
Simon Fraser University
BGS, Business
Debbie Wilson, CFP, CLU, CHS Debbie Wilson, CFP, CLU, CHS's Nicola Wealth Management Experience April 2013 - Present
Job Insurance Specialist, Nicola Wealth Management
Industry Insurance
Experience
Nicola Wealth Management April 2013 - Present
CIBC Wood Gundy December 2009 - April 2013
Sun Life Financial October 2004 - December 2009
Skills
Retirement Planning, Annuities, Disability Insurance, Group Benefits, Financial Planning, Strategic Financial..., Estate Planning, Long Term Care Insurance, Fixed Annuities
Education
Centennial College
3 year Diploma, Financial Services
Nicola Wealth Management April 2013 - Present
CIBC Wood Gundy December 2009 - April 2013
Sun Life Financial October 2004 - December 2009
Skills
Retirement Planning, Annuities, Disability Insurance, Group Benefits, Financial Planning, Strategic Financial..., Estate Planning, Long Term Care Insurance, Fixed Annuities
Education
Centennial College
3 year Diploma, Financial Services
Curtis Odorizzi Curtis Odorizzi's Nicola Wealth Management Experience May 2014 - November 2014
Job Business Consultant at Intact
Industry Insurance
Experience
Intact November 2014 - Present
Nicola Wealth Management May 2014 - November 2014
Intact 2013 - May 2014
Intact, formerly AXA Pacific Insurance 2011 - 2013
AXA Pacific Insurance 2010 - 2011
AXA Pacific Insurance 2009 - 2010
Skills
Analysis, Business Analysis, Risk Management, Process Improvement, Insurance, SQL, Visual Basic, Python, Microsoft Office, Visio, Testing, Requirements Analysis, Full SDLC, Java, JavaScript
Education
Athabasca University
Bachelor of Applied Studies (BAS), Arts and Sciences with Distinction
Trent University
BA, Philosophy / Computer Studies
Intact November 2014 - Present
Nicola Wealth Management May 2014 - November 2014
Intact 2013 - May 2014
Intact, formerly AXA Pacific Insurance 2011 - 2013
AXA Pacific Insurance 2010 - 2011
AXA Pacific Insurance 2009 - 2010
Skills
Analysis, Business Analysis, Risk Management, Process Improvement, Insurance, SQL, Visual Basic, Python, Microsoft Office, Visio, Testing, Requirements Analysis, Full SDLC, Java, JavaScript
Education
Athabasca University
Bachelor of Applied Studies (BAS), Arts and Sciences with Distinction
Trent University
BA, Philosophy / Computer Studies
Jim Almic Jim Almic's Nicola Wealth Management Experience January 1995 - August 1999
Job Owner, Hatherly Almic Financial Ltd.
Industry Financial Services
Experience
Hatherly Almic Financial Ltd. September 1999 - Present
Nicola Wealth Management January 1995 - August 1999
Vancity January 1993 - December 1994
Skills
New Business Development, Retirement Planning, Investment Planning, Investment Management, Certified Financial..., Estate Tax Planning, Wealth Accumulation, Wealth Accumulation..., Life Insurance, Disability Insurance, Cash Management, RESP, Tax Preparation, Personal Tax Planning, Inheritance Tax Planning, Personal Financial..., Portfolio Management, Service Planning, Debt Management, Investments, Business Development
Education
British Columbia Institute of Technology 1994 — 1995
Associate Certificate in Financial Planning, Financial Planning and Services
Simon Fraser University 1987 — 1992
Bachelor of Arts (BA), International Finance
Hatherly Almic Financial Ltd. September 1999 - Present
Nicola Wealth Management January 1995 - August 1999
Vancity January 1993 - December 1994
Skills
New Business Development, Retirement Planning, Investment Planning, Investment Management, Certified Financial..., Estate Tax Planning, Wealth Accumulation, Wealth Accumulation..., Life Insurance, Disability Insurance, Cash Management, RESP, Tax Preparation, Personal Tax Planning, Inheritance Tax Planning, Personal Financial..., Portfolio Management, Service Planning, Debt Management, Investments, Business Development
Education
British Columbia Institute of Technology 1994 — 1995
Associate Certificate in Financial Planning, Financial Planning and Services
Simon Fraser University 1987 — 1992
Bachelor of Arts (BA), International Finance
Benjamin Jang, CAIA, CIM, DMS Benjamin Jang, CAIA, CIM, DMS's Nicola Wealth Management Experience September 2012 - Present
Job Portfolio Manager at Nicola Wealth Management
Industry Investment Management
Experience
Nicola Wealth Management September 2012 - Present
Genus Capital Management October 2010 - January 2012
Connor, Clark, and Lunn Financial Group January 2008 - September 2010
Connor, Clark, and Lunn Financial Group September 2007 - December 2007
Hong Kong University of Science and Technology April 2005 - August 2005
Skills
Investment Strategies, Equities, Bloomberg, Derivatives, Portfolio Management
Education
The University of British Columbia 2003 — 2007
BSc, Physics
Nicola Wealth Management September 2012 - Present
Genus Capital Management October 2010 - January 2012
Connor, Clark, and Lunn Financial Group January 2008 - September 2010
Connor, Clark, and Lunn Financial Group September 2007 - December 2007
Hong Kong University of Science and Technology April 2005 - August 2005
Skills
Investment Strategies, Equities, Bloomberg, Derivatives, Portfolio Management
Education
The University of British Columbia 2003 — 2007
BSc, Physics
Margarita Vasquez, CFP, CIM's Nicola Wealth Management Experience August 2001 - May 2015
Job Financial Advisor
Industry Financial Services
Experience
Nicola Wealth Management August 2001 - May 2015
BC Securities Commission 1999 - 2000
Skills
Wealth Management, Retirement, Retirement Planning, Sales, Investments, Strategic Financial..., Customer Service, Estate Planning, Investment Strategies, Insurance, Investment Advisory, Wealth, Financial Modeling, Banking, Life Insurance, Business Analysis, Financial Services, Financial Advisory, Portfolio Management, Business Development, Equities, Budgets, Mutual Funds, Financial Analysis, Asset Management, Microsoft Excel, Risk Management, Financial Planning
Education
Financial Planners Standards Council (CFP) 2007 — 2007
Certified Financial Planner
British Columbia Institute of Technology 2002 — 2005
Financial Planning
Universidad de los Andes (VE) 1996 — 2000
Public Accounting
Nicola Wealth Management August 2001 - May 2015
BC Securities Commission 1999 - 2000
Skills
Wealth Management, Retirement, Retirement Planning, Sales, Investments, Strategic Financial..., Customer Service, Estate Planning, Investment Strategies, Insurance, Investment Advisory, Wealth, Financial Modeling, Banking, Life Insurance, Business Analysis, Financial Services, Financial Advisory, Portfolio Management, Business Development, Equities, Budgets, Mutual Funds, Financial Analysis, Asset Management, Microsoft Excel, Risk Management, Financial Planning
Education
Financial Planners Standards Council (CFP) 2007 — 2007
Certified Financial Planner
British Columbia Institute of Technology 2002 — 2005
Financial Planning
Universidad de los Andes (VE) 1996 — 2000
Public Accounting
Phil Tippetts-Aylmer Phil Tippetts-Aylmer's Nicola Wealth Management Experience August 1999 - Present
Job Financial Planner at Nicola Wealth Management
Industry Financial Services
Experience
Nicola Wealth Management August 1999 - Present
Standard Life 1997 - 1999
Marks & Spencer 1993 - 1996
Skills
Asset Management, Wealth Building, Financial Planning, Wealth Management, Estate Planning, Insurance, Retirement Planning, Insurance Planning, Retirement, Wealth, Retirement Income..., Wealth Transfer, Asset Managment, Strategic Financial..., Investments, Financial Planners, Financial Advisory, Banking, Investment Strategies, Investment Management, Finance, Investment Advisory, Financial Services, Wealth Accumulation, Critical Illness, Portfolio Management, Mutual Funds, Pensions, Fixed Annuities, Wealth Management..., Asset Allocation, High Net Worth..., Equities, Securities, Life Insurance, Long Term Care Insurance, Savings, Disability Insurance, Alternative Investments, Long-term Care, Estate Tax Planning, Income Protection, Risk Management
Education
Abertay University 1988 — 1992
BA (Hons), Business Studies
Nicola Wealth Management August 1999 - Present
Standard Life 1997 - 1999
Marks & Spencer 1993 - 1996
Skills
Asset Management, Wealth Building, Financial Planning, Wealth Management, Estate Planning, Insurance, Retirement Planning, Insurance Planning, Retirement, Wealth, Retirement Income..., Wealth Transfer, Asset Managment, Strategic Financial..., Investments, Financial Planners, Financial Advisory, Banking, Investment Strategies, Investment Management, Finance, Investment Advisory, Financial Services, Wealth Accumulation, Critical Illness, Portfolio Management, Mutual Funds, Pensions, Fixed Annuities, Wealth Management..., Asset Allocation, High Net Worth..., Equities, Securities, Life Insurance, Long Term Care Insurance, Savings, Disability Insurance, Alternative Investments, Long-term Care, Estate Tax Planning, Income Protection, Risk Management
Education
Abertay University 1988 — 1992
BA (Hons), Business Studies
Chris Nicola's Nicola Wealth Management Experience 2000 - 2002
Job CTO and cofounder at WealthBar
Industry Information Technology and Services
Experience
WealthBar September 2012 - Present
TicTalking February 2012 - January 2013
iQmetrix November 2010 - February 2012
Vision Critical March 2010 - November 2010
Independent Consultant 2007 - 2009
Nicola Wealth Management 2000 - 2002
Skills
Ruby on Rails, JavaScript, .NET, Web Development, Lean Startup, Product Development, SQL, MongoDB, Git, Github, C#, Agile Methodologies, ASP.NET MVC, Agile Project Management, Object Oriented Design, Test Driven Development, Architecture, LINQ, SOA, Software Development, WPF, CSS
Education
Queen's University 2003 — 2005
M.Sc., Applied Math
Queen's University 1997 — 2003
B.Sc., Applied Math
WealthBar September 2012 - Present
TicTalking February 2012 - January 2013
iQmetrix November 2010 - February 2012
Vision Critical March 2010 - November 2010
Independent Consultant 2007 - 2009
Nicola Wealth Management 2000 - 2002
Skills
Ruby on Rails, JavaScript, .NET, Web Development, Lean Startup, Product Development, SQL, MongoDB, Git, Github, C#, Agile Methodologies, ASP.NET MVC, Agile Project Management, Object Oriented Design, Test Driven Development, Architecture, LINQ, SOA, Software Development, WPF, CSS
Education
Queen's University 2003 — 2005
M.Sc., Applied Math
Queen's University 1997 — 2003
B.Sc., Applied Math
Julian Rivero, CBAP, PMP Julian Rivero, CBAP, PMP's Nicola Wealth Management Experience September 2014 - Present
Job Business Analyst/ Process Consultant
Industry Management Consulting
Experience
Nicola Wealth Management September 2014 - Present
Critical Value Solutions May 2010 - Present
FortisBC August 2012 - September 2014
FortisBC September 2011 - July 2012
FortisBC August 2010 - August 2011
Purolator Courier December 2008 - September 2009
Purolator Freight January 2006 - December 2008
Multimatic March 2004 - July 2005
Nestle September 2002 - September 2003
Skills
Continuous Improvement, Business Process Design, Business Analysis, Testing, System Simulation, Lean Sigma, SAP, ERP, Industrial Engineering, Certified Project..., Change Management, MS Office Suite, MS Project, MS Visio, MS Access, MS SharePoint, Process Improvement, Program Management, Six Sigma, Project Management, Business Process..., Business Process, Process Engineering, Visio
Education
The University of British Columbia 2009 — 2010
Certificate in Project Management
APICS 2004 — 2005
Universidad de Carabobo 1994 — 2000
BSc, Industrial Engineering
Nicola Wealth Management September 2014 - Present
Critical Value Solutions May 2010 - Present
FortisBC August 2012 - September 2014
FortisBC September 2011 - July 2012
FortisBC August 2010 - August 2011
Purolator Courier December 2008 - September 2009
Purolator Freight January 2006 - December 2008
Multimatic March 2004 - July 2005
Nestle September 2002 - September 2003
Skills
Continuous Improvement, Business Process Design, Business Analysis, Testing, System Simulation, Lean Sigma, SAP, ERP, Industrial Engineering, Certified Project..., Change Management, MS Office Suite, MS Project, MS Visio, MS Access, MS SharePoint, Process Improvement, Program Management, Six Sigma, Project Management, Business Process..., Business Process, Process Engineering, Visio
Education
The University of British Columbia 2009 — 2010
Certificate in Project Management
APICS 2004 — 2005
Universidad de Carabobo 1994 — 2000
BSc, Industrial Engineering
Amy Boyer, CHRP Amy Boyer, CHRP's Nicola Wealth Management Experience October 2013 - Present
Job Human Resources Manager at Nicola Wealth Management
Industry Human Resources
Experience
Nicola Wealth Management October 2013 - Present
HR & Business Solutions Sevices December 2012 - September 2013
WhiteWater West Industries Ltd. May 2010 - November 2012
Vancouver Organizing Committee for 2010 Winter Olympic Games December 2008 - March 2010
Mountain Equipment Co-op July 2006 - December 2008
HR & Business Solutions & Services January 1990 - July 2006
Quinn's Espresso Cafe Ltd. March 1986 - January 1990
Skills
Talent Management, Employee Engagement, Employee Relations, Performance Management, Recruiting, Human Resources, Organizational..., Project Management, HR Consulting, Training, Organizational..., Strategic Planning, Executive Coaching, Team Building, Succession Planning, Coaching, Business Strategy, Social Networking, Negotiation, Hiring, Staff Development, Leadership Development, Internal Communications, Interviewing, Budgeting, Contract Negotiation, Organizational Design, Change Management, HR Strategy, Problem Solving, Diversity, Continuous Improvement, Communication, Leadership, Talent Strategy, Compensation & Benefit, Strategic Human..., HR Policies, Analitical, Social Intelligence, Diplomacy, Influence At All Levels, Collaboration, Employment Law, Employment Contracts, Collaborative Problem..., Management Consulting, Learning & Development..., Training Programme..., Talent Acquisition
Education
CHRP
CHRP - Awarded Top Scorer Coastal Vancouver 2010
Capilano University
Business Administration
Nicola Wealth Management October 2013 - Present
HR & Business Solutions Sevices December 2012 - September 2013
WhiteWater West Industries Ltd. May 2010 - November 2012
Vancouver Organizing Committee for 2010 Winter Olympic Games December 2008 - March 2010
Mountain Equipment Co-op July 2006 - December 2008
HR & Business Solutions & Services January 1990 - July 2006
Quinn's Espresso Cafe Ltd. March 1986 - January 1990
Skills
Talent Management, Employee Engagement, Employee Relations, Performance Management, Recruiting, Human Resources, Organizational..., Project Management, HR Consulting, Training, Organizational..., Strategic Planning, Executive Coaching, Team Building, Succession Planning, Coaching, Business Strategy, Social Networking, Negotiation, Hiring, Staff Development, Leadership Development, Internal Communications, Interviewing, Budgeting, Contract Negotiation, Organizational Design, Change Management, HR Strategy, Problem Solving, Diversity, Continuous Improvement, Communication, Leadership, Talent Strategy, Compensation & Benefit, Strategic Human..., HR Policies, Analitical, Social Intelligence, Diplomacy, Influence At All Levels, Collaboration, Employment Law, Employment Contracts, Collaborative Problem..., Management Consulting, Learning & Development..., Training Programme..., Talent Acquisition
Education
CHRP
CHRP - Awarded Top Scorer Coastal Vancouver 2010
Capilano University
Business Administration
Willa (Samson) Ricafort Willa (Samson) Ricafort's Nicola Wealth Management Experience December 2004 - October 2006
Job Realtor
Industry Real Estate
Experience
Keller Williams Realty, Inc. October 2014 - Present
Intero Real Estate Services July 2013 - September 2014
Colliers-International October 2012 - June 2013
RNM Properties August 2011 - October 2012
Sequoia Equities, Inc. February 2009 - July 2011
Self Employed October 2006 - September 2007
Nicola Wealth Management December 2004 - October 2006
Coast Capital Investments April 1999 - December 2004
Skills
Property Management, Customer Service, Market Analysis, Sales, Management, Project Management, Business Analysis, Banking, Data Analysis, Real Estate, Leases, Asset Managment, Marketing, Investment Properties, Lease Administration, Residential Homes, Real Estate Transactions, Real Estate Development, Event Planning, Contract Negotiation, Asset Management, Apartments, Property, Commercial Real Estate, Tenant, Yardi
Education
California Department of Real Estate
Real Estate Sales License
Mission College 2007 — 2008
A.S., Real Estate
California State University-East Bay
Database System Essentials
British Columbia Institute of Technology
Supervision in Canada
Canadian Securities Institute
CSC Certificate, Canadian Securities
Investment Funds Institute of Canada
Certificate, Investment Funds Sales
Investment Funds Institute of Canada
Certificate, Investment Funds Operations
Keller Williams Realty, Inc. October 2014 - Present
Intero Real Estate Services July 2013 - September 2014
Colliers-International October 2012 - June 2013
RNM Properties August 2011 - October 2012
Sequoia Equities, Inc. February 2009 - July 2011
Self Employed October 2006 - September 2007
Nicola Wealth Management December 2004 - October 2006
Coast Capital Investments April 1999 - December 2004
Skills
Property Management, Customer Service, Market Analysis, Sales, Management, Project Management, Business Analysis, Banking, Data Analysis, Real Estate, Leases, Asset Managment, Marketing, Investment Properties, Lease Administration, Residential Homes, Real Estate Transactions, Real Estate Development, Event Planning, Contract Negotiation, Asset Management, Apartments, Property, Commercial Real Estate, Tenant, Yardi
Education
California Department of Real Estate
Real Estate Sales License
Mission College 2007 — 2008
A.S., Real Estate
California State University-East Bay
Database System Essentials
British Columbia Institute of Technology
Supervision in Canada
Canadian Securities Institute
CSC Certificate, Canadian Securities
Investment Funds Institute of Canada
Certificate, Investment Funds Sales
Investment Funds Institute of Canada
Certificate, Investment Funds Operations
Jichen Mei Jichen Mei's Nicola Wealth Management Experience June 2015 - Present
Job Investment Processor
Industry Investment Management
Experience
Nicola Wealth Management June 2015 - Present
EasyPark April 2015 - May 2015
Metasoft Systems Inc. June 2011 - April 2014
Shanghai Ying Xin Cultural and Art May 2009 - December 2009
Skills
Time Management, Social Networking, Customer Satisfaction, Sales, Motivated self-starter, Microsoft Office, Team-oriented, Sales Coordination, Highly detail oriented, Team Leadership, Communication, Event Planning, Sales Order Processing, Customer Support
Education
University of Victoria 2008 — 2010
Bachelor of Commerce (B.Com.), Business Administration and Management, General
Nanyang Technological University 2010 — 2010
International Exchange Program
Vancouver Community College 2006 — 2008
Diploma, Hospitality Management
Nicola Wealth Management June 2015 - Present
EasyPark April 2015 - May 2015
Metasoft Systems Inc. June 2011 - April 2014
Shanghai Ying Xin Cultural and Art May 2009 - December 2009
Skills
Time Management, Social Networking, Customer Satisfaction, Sales, Motivated self-starter, Microsoft Office, Team-oriented, Sales Coordination, Highly detail oriented, Team Leadership, Communication, Event Planning, Sales Order Processing, Customer Support
Education
University of Victoria 2008 — 2010
Bachelor of Commerce (B.Com.), Business Administration and Management, General
Nanyang Technological University 2010 — 2010
International Exchange Program
Vancouver Community College 2006 — 2008
Diploma, Hospitality Management
Fiona Guan Fiona Guan's Nicola Wealth Management Experience February 2012 - Present
Job Financial Planning
Industry Design
Experience
Nicola Wealth Management February 2012 - Present
Skills
Illustrator, Social Media, Customer Service, Marketing Communications, Wealth Management, Portfolio Management, Retirement Planning
Education
Simon Fraser University 2005 — 2007
Bachelor of Arts (BA), Economics
Kwantlen University College 2003 — 2005
Diploma of Business Administration (BBA), Business Administration
Nicola Wealth Management February 2012 - Present
Skills
Illustrator, Social Media, Customer Service, Marketing Communications, Wealth Management, Portfolio Management, Retirement Planning
Education
Simon Fraser University 2005 — 2007
Bachelor of Arts (BA), Economics
Kwantlen University College 2003 — 2005
Diploma of Business Administration (BBA), Business Administration
Tim Esplen Tim Esplen's Nicola Wealth Management Experience September 2013 - Present
Job Financial Advisor at Nicola Wealth Management
Industry Financial Services
Experience
Nicola Wealth Management September 2013 - Present
Richardson GMP Ltd. March 2007 - May 2013
ScotiaMcLeod January 2002 - March 2007
ScotiaMcLeod October 1999 - January 2002
Skills
Financial Planning, Investments, Insurance Planning, Strategic Financial..., Insurance, Project Planning, Life Insurance, ETFs, Investment Strategies, Investment Advisory, Creative Problem Solving, Equity Trading, Fixed Income, Time Management, Error Correction, Highly detail oriented, Tax Reporting, Wealth, Alternative Investments, Mutual Funds, Financial Planners, Wealth Management, Financial Advisory, Risk Management, Financial Services, High Net Worth..., Investment Management, Retirement Planning, Trading, Asset Allocation, Wealth Management...
Education
Dalhousie University 2008 — 2013
Master of Business Administration (Financial Services)
Canadian Securities Institute (CSI) 1999 — 2012
FMA, PFP®, CIM®
University of Victoria 1994 — 1998
Bachelor of Commerce, International Business Concentration
Nanzan University 1997 — 1997
International Business, Japanese History and Language
Nicola Wealth Management September 2013 - Present
Richardson GMP Ltd. March 2007 - May 2013
ScotiaMcLeod January 2002 - March 2007
ScotiaMcLeod October 1999 - January 2002
Skills
Financial Planning, Investments, Insurance Planning, Strategic Financial..., Insurance, Project Planning, Life Insurance, ETFs, Investment Strategies, Investment Advisory, Creative Problem Solving, Equity Trading, Fixed Income, Time Management, Error Correction, Highly detail oriented, Tax Reporting, Wealth, Alternative Investments, Mutual Funds, Financial Planners, Wealth Management, Financial Advisory, Risk Management, Financial Services, High Net Worth..., Investment Management, Retirement Planning, Trading, Asset Allocation, Wealth Management...
Education
Dalhousie University 2008 — 2013
Master of Business Administration (Financial Services)
Canadian Securities Institute (CSI) 1999 — 2012
FMA, PFP®, CIM®
University of Victoria 1994 — 1998
Bachelor of Commerce, International Business Concentration
Nanzan University 1997 — 1997
International Business, Japanese History and Language
Paul Newton, CBIP Paul Newton, CBIP's Nicola Wealth Management Experience November 2011 - May 2014
Job Database Developer/Analyst at Canaccord Financial
Industry Financial Services
Experience
Canaccord Financial March 2015 - Present
Vancouver Coastal Health May 2014 - March 2015
Nicola Wealth Management November 2011 - May 2014
Nicola Wealth Management December 2000 - May 2014
Nicola Wealth Management December 2000 - May 2014
Nicola Wealth Management September 2010 - June 2011
Nicola Wealth Management December 2000 - December 2007
Collingwood School July 1999 - October 2000
Barker Systems Consulting Inc. January 1999 - June 1999
Incognito Software May 1998 - August 1998
Skills
C#, Microsoft SQL Server, T-SQL, Data Migration, Visual Basic, Visual Basic 5.0/6.0, SharePoint, Microsoft CRM, Windows 2003, Microsoft Exchange, Redmine, Perforce, Veritas Backup Exec, Crystal Reports, Crystal Reports 10.0, Data Modeling, Data Warehousing, JavaScript, SSIS, Relational Databases, ETL, Web Development, Database Administration, IIS, Windows, VB.NET, Windows Server, .NET, Backup Exec, Software Documentation, Business Intelligence, Integration, Software Development, ASP.NET, SQL, Visual Studio, Database Design, SDLC, CRM, Analysis Services, LINQ, ADO.NET, ASP.NET MVC, Agile Methodologies, Business Analysis, Technical Subject Matter, Data Analysis, Requirements Analysis, Web Applications, Servers
Education
British Columbia Institute of Technology / BCIT 2013 — 2014
Associate Certificate in Database Administration and Design
Microsoft
The Data Warehousing Institute
The Data Warehousing Institute
The University of British Columbia
Internet Programming
Capilano University 1996 — 1999
Business Computing Co-op
Canaccord Financial March 2015 - Present
Vancouver Coastal Health May 2014 - March 2015
Nicola Wealth Management November 2011 - May 2014
Nicola Wealth Management December 2000 - May 2014
Nicola Wealth Management December 2000 - May 2014
Nicola Wealth Management September 2010 - June 2011
Nicola Wealth Management December 2000 - December 2007
Collingwood School July 1999 - October 2000
Barker Systems Consulting Inc. January 1999 - June 1999
Incognito Software May 1998 - August 1998
Skills
C#, Microsoft SQL Server, T-SQL, Data Migration, Visual Basic, Visual Basic 5.0/6.0, SharePoint, Microsoft CRM, Windows 2003, Microsoft Exchange, Redmine, Perforce, Veritas Backup Exec, Crystal Reports, Crystal Reports 10.0, Data Modeling, Data Warehousing, JavaScript, SSIS, Relational Databases, ETL, Web Development, Database Administration, IIS, Windows, VB.NET, Windows Server, .NET, Backup Exec, Software Documentation, Business Intelligence, Integration, Software Development, ASP.NET, SQL, Visual Studio, Database Design, SDLC, CRM, Analysis Services, LINQ, ADO.NET, ASP.NET MVC, Agile Methodologies, Business Analysis, Technical Subject Matter, Data Analysis, Requirements Analysis, Web Applications, Servers
Education
British Columbia Institute of Technology / BCIT 2013 — 2014
Associate Certificate in Database Administration and Design
Microsoft
The Data Warehousing Institute
The Data Warehousing Institute
The University of British Columbia
Internet Programming
Capilano University 1996 — 1999
Business Computing Co-op
Cory Muzyka Cory Muzyka's Nicola Wealth Management Experience May 2010 - September 2011
Job Quality Assurance Analyst
Industry Information Technology and Services
Experience
McKesson Imaging and Workflow Solutions February 2012 - Present
Nicola Wealth Management May 2010 - September 2011
McKesson Pharmacy Systems April 1995 - February 2010
Skills
Test Cases, Quality Center, Test Planning, Quality Assurance, Manual Testing, JIRA, Agile Methodologies, SDLC, Software Quality..., Testing, Regression Testing, SQL, Requirements Analysis, Defect Tracking, User Acceptance Testing, Agile Testing, ClearQuest, Integration Testing, Scrum, XML, Software Documentation, Test Strategy, Web Applications, Software Development, Test Management, Unix, HP Quality Center
Education
Douglas College
Computer Science
McKesson Imaging and Workflow Solutions February 2012 - Present
Nicola Wealth Management May 2010 - September 2011
McKesson Pharmacy Systems April 1995 - February 2010
Skills
Test Cases, Quality Center, Test Planning, Quality Assurance, Manual Testing, JIRA, Agile Methodologies, SDLC, Software Quality..., Testing, Regression Testing, SQL, Requirements Analysis, Defect Tracking, User Acceptance Testing, Agile Testing, ClearQuest, Integration Testing, Scrum, XML, Software Documentation, Test Strategy, Web Applications, Software Development, Test Management, Unix, HP Quality Center
Education
Douglas College
Computer Science
Lawrence Chew Lawrence Chew's Nicola Wealth Management Experience 2006 - Present
Job Marketing Associate & Communications Manager
Industry Marketing and Advertising
Experience
Nicola Wealth Management 2006 - Present
TMP Improv 2003 - Present
Skills
Social Media, Public Relations, Marketing Communications, Editing, Event Management, Social Media Marketing, Copywriting, Event Planning, Customer Service, Media Relations, Marketing Strategy, Community Development, Public Speaking, PowerPoint, Internal Communications, SEO, Leadership, Marketing, Newsletters, Strategy, Fundraising, Business Development, Entrepreneurship, Press Releases, Blogging, Web Design, Proofreading, Corporate Communications, Online Marketing, Strategic Communications, Email Marketing, WordPress, Facebook, Social Networking, Advertising, Publicity, Organizational Culture, Digital Strategy, Content Strategy, Integrated Marketing, Content Development, Web Content, Digital Marketing, Crisis Communications, New Media, Social Media Measurement, Media Planning, Wealth Management..., Brand Management, Storytelling
Education
British Columbia Institute of Technology 2006 — 2010
Associate's degree, Marketing
The University of British Columbia 1997 — 2002
Bachelor of Arts, English, History
Vancouver College High School 1992 — 1997
Nicola Wealth Management 2006 - Present
TMP Improv 2003 - Present
Skills
Social Media, Public Relations, Marketing Communications, Editing, Event Management, Social Media Marketing, Copywriting, Event Planning, Customer Service, Media Relations, Marketing Strategy, Community Development, Public Speaking, PowerPoint, Internal Communications, SEO, Leadership, Marketing, Newsletters, Strategy, Fundraising, Business Development, Entrepreneurship, Press Releases, Blogging, Web Design, Proofreading, Corporate Communications, Online Marketing, Strategic Communications, Email Marketing, WordPress, Facebook, Social Networking, Advertising, Publicity, Organizational Culture, Digital Strategy, Content Strategy, Integrated Marketing, Content Development, Web Content, Digital Marketing, Crisis Communications, New Media, Social Media Measurement, Media Planning, Wealth Management..., Brand Management, Storytelling
Education
British Columbia Institute of Technology 2006 — 2010
Associate's degree, Marketing
The University of British Columbia 1997 — 2002
Bachelor of Arts, English, History
Vancouver College High School 1992 — 1997
Alex Cadar Alex Cadar's Nicola Wealth Management Experience April 2007 - July 2013
Job Technology Consultant at TELUS
Industry Financial Services
Experience
TELUS August 2013 - Present
Nicola Wealth Management April 2007 - July 2013
North Vancouver School District 44 November 2004 - April 2007
Vodafone Romania March 2003 - May 2004
Draexlmaier February 2001 - March 2002
Deuromedia December 2000 - December 2001
Skills
Windows Server 2008, vSphere 5, Windows Server 2003, Microsoft Exchange 2010, Lync Server 2010, IBM X Series Servers, EMC VNXe, Windows 7, Windows XP Professional, Active Directory, IP Networking, Backup Exec, vCenter, VMware, DNS, DHCP, Windows Server, Microsoft Exchange 2007, IBM SAN DS4700, IBM Tape Library, XP, Troubleshooting, Microsoft Exchange, Technical Support, Windows, vSphere, Operating Systems, VMware Infrastructure, Networking, Hardware, Servers, Software Documentation, Group Policy, System X, IT Service Management, System Deployment, IP, Virtualization, Data Center, Information Technology, Software Installation, Windows XP, Team Leadership, Infrastructure
Education
1995 — 2000
BA, Mechanical Engineering
Liceul C.D. Nenitescu
TELUS August 2013 - Present
Nicola Wealth Management April 2007 - July 2013
North Vancouver School District 44 November 2004 - April 2007
Vodafone Romania March 2003 - May 2004
Draexlmaier February 2001 - March 2002
Deuromedia December 2000 - December 2001
Skills
Windows Server 2008, vSphere 5, Windows Server 2003, Microsoft Exchange 2010, Lync Server 2010, IBM X Series Servers, EMC VNXe, Windows 7, Windows XP Professional, Active Directory, IP Networking, Backup Exec, vCenter, VMware, DNS, DHCP, Windows Server, Microsoft Exchange 2007, IBM SAN DS4700, IBM Tape Library, XP, Troubleshooting, Microsoft Exchange, Technical Support, Windows, vSphere, Operating Systems, VMware Infrastructure, Networking, Hardware, Servers, Software Documentation, Group Policy, System X, IT Service Management, System Deployment, IP, Virtualization, Data Center, Information Technology, Software Installation, Windows XP, Team Leadership, Infrastructure
Education
1995 — 2000
BA, Mechanical Engineering
Liceul C.D. Nenitescu
Richard Haisinger Richard Haisinger's Nicola Wealth Management Experience January 2013 - Present
Job Director of Technology at Nicola Wealth Management
Industry Information Technology and Services
Experience
Nicola Wealth Management January 2013 - Present
604 Technical Solutions January 2004 - Present
Nicola Wealth Management October 2004 - December 2012
Nicola Wealth Management July 2002 - October 2004
Nicola Financial Group September 1999 - July 2002
Insurance Corporation of BC September 1999 - January 2000
Skills
SharePoint, IT Strategy, Business Analysis, Account Management, Project Management, SQL, Microsoft SQL Server, .NET, Software Development, Windows Server, Project Planning, Management, Networking, Leadership, Marketing, Business Intelligence, Data Center, Requirements Analysis, Team Leadership, Integration, Web Development, Budgets, Consulting, IT Management, Project Portfolio..., Agile Methodologies, Cloud Computing, Enterprise Software, Vendor Management, Information Technology, Business Process..., Troubleshooting, Software Project..., Team Management
Education
Habaneros Consulting Group 2012 — 2012
The University of British Columbia / UBC 2011 — 2011
British Columbia Institute of Technology 2008 — 2010
Management Certificate
British Columbia Institute of Technology 2004 — 2006
Management Certificate
British Columbia Institute of Technology 2002 — 2005
Certificate
Nicola Wealth Management January 2013 - Present
604 Technical Solutions January 2004 - Present
Nicola Wealth Management October 2004 - December 2012
Nicola Wealth Management July 2002 - October 2004
Nicola Financial Group September 1999 - July 2002
Insurance Corporation of BC September 1999 - January 2000
Skills
SharePoint, IT Strategy, Business Analysis, Account Management, Project Management, SQL, Microsoft SQL Server, .NET, Software Development, Windows Server, Project Planning, Management, Networking, Leadership, Marketing, Business Intelligence, Data Center, Requirements Analysis, Team Leadership, Integration, Web Development, Budgets, Consulting, IT Management, Project Portfolio..., Agile Methodologies, Cloud Computing, Enterprise Software, Vendor Management, Information Technology, Business Process..., Troubleshooting, Software Project..., Team Management
Education
Habaneros Consulting Group 2012 — 2012
The University of British Columbia / UBC 2011 — 2011
British Columbia Institute of Technology 2008 — 2010
Management Certificate
British Columbia Institute of Technology 2004 — 2006
Management Certificate
British Columbia Institute of Technology 2002 — 2005
Certificate
Tyler Hamilton's Nicola Wealth Management Experience November 2009 - January 2011
Job Software Developer at iQmetrix
Industry Computer Software
Experience
iQmetrix January 2011 - Present
Nicola Wealth Management November 2009 - January 2011
Hip Digital Media January 2008 - August 2008
Skills
DevOps, Continuous Integration, Continuous Delivery, Windows Azure, TeamCity, Rake, .NET, Agile Methodologies, Git, Web Applications, ASP.NET MVC, JavaScript, ASP.NET, LINQ, SQL, WPF, T-SQL, Microsoft SQL Server, Test Driven Development, WCF, Scrum, Testing
Education
British Columbia Institute of Technology 2007 — 2009
Diploma, Computer Systems
Capilano University 2004 — 2006
iQmetrix January 2011 - Present
Nicola Wealth Management November 2009 - January 2011
Hip Digital Media January 2008 - August 2008
Skills
DevOps, Continuous Integration, Continuous Delivery, Windows Azure, TeamCity, Rake, .NET, Agile Methodologies, Git, Web Applications, ASP.NET MVC, JavaScript, ASP.NET, LINQ, SQL, WPF, T-SQL, Microsoft SQL Server, Test Driven Development, WCF, Scrum, Testing
Education
British Columbia Institute of Technology 2007 — 2009
Diploma, Computer Systems
Capilano University 2004 — 2006
Jason Nicola Jason Nicola's Nicola Wealth Management Experience December 2007 - Present
Job Financial Planner at Nicola Wealth Management
Industry Financial Services
Experience
Nicola Wealth Management December 2007 - Present
Nicola Wealth Management October 2005 - December 2007
Skills
Estate Planning, Asset Management, Retirement Planning, Financial Planning, Wealth Management, Insurance, Retirement, Strategic Financial..., Financial Analysis, Financial Planners, Financial Services, Fixed Annuities, Investment Management, Investment Strategies, Investments, Life Insurance, Long Term Care Insurance, Long-term Care, Mutual Funds, Pensions, Personal Finance, Securities, Small Business, Tax, Term Life Insurance, Wealth, Wealth Accumulation, Wealth Management..., Whole Life, Portfolio Management, Risk Management
Education
The University of British Columbia 2000 — 2004
Nicola Wealth Management December 2007 - Present
Nicola Wealth Management October 2005 - December 2007
Skills
Estate Planning, Asset Management, Retirement Planning, Financial Planning, Wealth Management, Insurance, Retirement, Strategic Financial..., Financial Analysis, Financial Planners, Financial Services, Fixed Annuities, Investment Management, Investment Strategies, Investments, Life Insurance, Long Term Care Insurance, Long-term Care, Mutual Funds, Pensions, Personal Finance, Securities, Small Business, Tax, Term Life Insurance, Wealth, Wealth Accumulation, Wealth Management..., Whole Life, Portfolio Management, Risk Management
Education
The University of British Columbia 2000 — 2004
Bruce Jung's Nicola Wealth Management Experience September 2004 - April 2008
Job Manager, Investment Operations
Industry Investment Management
Experience
Coast Capital Savings August 2011 - Present
Qtrade Financial Group April 2008 - August 2011
Nicola Wealth Management September 2004 - April 2008
Credential Securities Inc. April 1998 - April 2004
Majendie Securities Ltd. April 1986 - April 1998
Skills
Asset Management, Mutual Funds, Investments, Wealth Management, Portfolio Management, Securities, Risk Management, Business Processing, Relationship Management, Team Leadership, People Management
Education
British Columbia Institute of Technology 1980 — 1982
Building Management - Economic Major
Coast Capital Savings August 2011 - Present
Qtrade Financial Group April 2008 - August 2011
Nicola Wealth Management September 2004 - April 2008
Credential Securities Inc. April 1998 - April 2004
Majendie Securities Ltd. April 1986 - April 1998
Skills
Asset Management, Mutual Funds, Investments, Wealth Management, Portfolio Management, Securities, Risk Management, Business Processing, Relationship Management, Team Leadership, People Management
Education
British Columbia Institute of Technology 1980 — 1982
Building Management - Economic Major
Silviu Virlan's Nicola Wealth Management Experience October 2012 - September 2013
Job NAV Developer
Industry Information Technology and Services
Experience
PMX Dynamics Business Software January 2014 - Present
Nicola Wealth Management October 2012 - September 2013
Community Savings Credit Union January 2003 - October 2012
MIND CTI, Israel July 2001 - March 2002
Iasi, Romania September 1997 - July 2001
Skills
ERP, Microsoft Dynamics ERP, Microsoft Dynamics NAV, C/AL, Microsoft SQL Server, ASP.NET, XML, .NET, Databases, Visual Basic, Software Development, Banking, Crystal Reports, Software Design, Visual Studio, C#, SQL, IIS, OOP, Web Applications, Agile Methodologies, Database Design, T-SQL, Testing, Requirements Analysis, VBA, Access, UML, VB.NET, C, Programming, LINQ, Design Patterns, WPF, ASP.NET MVC, Troubleshooting, ADO.NET, Problem Solving
Education
British Columbia Institute of Technology 2008 — 2012
Universitatea „Alexandru Ioan Cuza” din Iași 1992 — 1997
BSc
Gr Moisil 1988 — 1992
PMX Dynamics Business Software January 2014 - Present
Nicola Wealth Management October 2012 - September 2013
Community Savings Credit Union January 2003 - October 2012
MIND CTI, Israel July 2001 - March 2002
Iasi, Romania September 1997 - July 2001
Skills
ERP, Microsoft Dynamics ERP, Microsoft Dynamics NAV, C/AL, Microsoft SQL Server, ASP.NET, XML, .NET, Databases, Visual Basic, Software Development, Banking, Crystal Reports, Software Design, Visual Studio, C#, SQL, IIS, OOP, Web Applications, Agile Methodologies, Database Design, T-SQL, Testing, Requirements Analysis, VBA, Access, UML, VB.NET, C, Programming, LINQ, Design Patterns, WPF, ASP.NET MVC, Troubleshooting, ADO.NET, Problem Solving
Education
British Columbia Institute of Technology 2008 — 2012
Universitatea „Alexandru Ioan Cuza” din Iași 1992 — 1997
BSc
Gr Moisil 1988 — 1992
Dylan Reece's Nicola Wealth Management Experience May 2011 - Present
Job Financial Advisor & Associate Portfolio Manager at Nicola Wealth Management
Industry Financial Services
Experience
Nicola Wealth Management May 2011 - Present
Rogers Group Financial December 2000 - April 2011
Skills
Wealth Accumulation, Wealth Management, Retirement, Wealth, Estate Planning, Financial Planners, Strategic Financial..., Investments, Portfolio Management, Asset Managment, Saving for Education, Investment Strategies, Asset Management, Pensions, Strategy, Financial Advisory, Certified Financial..., Small Business, Insurance, Financial Planning
Education
British Columbia Institute of Technology / BCIT 1998 — 2000
Diploma of Technology, Financial Management (Honours)
Lord Byng Secondary
Nicola Wealth Management May 2011 - Present
Rogers Group Financial December 2000 - April 2011
Skills
Wealth Accumulation, Wealth Management, Retirement, Wealth, Estate Planning, Financial Planners, Strategic Financial..., Investments, Portfolio Management, Asset Managment, Saving for Education, Investment Strategies, Asset Management, Pensions, Strategy, Financial Advisory, Certified Financial..., Small Business, Insurance, Financial Planning
Education
British Columbia Institute of Technology / BCIT 1998 — 2000
Diploma of Technology, Financial Management (Honours)
Lord Byng Secondary