PI Financial Corp.

Industry: Company

Description

Founded: 1982 Subsidiaries: Union Securities Ltd., Wolverton Securities Ltd,

PI Financial Corp. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at PI Financial Corp.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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PI Financial Corp. Employees

Employee
Years
Job
Industry
Leo Wilson, CPA, CA, CBV Leo Wilson, CPA, CA, CBV Vancouver, Canada Area Details
Leo Wilson, CPA, CA, CBV's PI Financial Corp. Experience July 2010 - February 2014
Job Vice President at KPMG Corporate Finance
Industry Investment Banking
Experience
KPMG Corporate Finance  February 2014 - Present
PI Financial Corp.   July 2010 - February 2014
The Bowra Group Inc.   November 2008 - May 2010
Three Fixed Term Contracts in London, UK   September 2007 - August 2008
BDO Canada  October 2006 - August 2007
Deloitte Canada  September 2004 - September 2006

Education
Canadian Institute of Chartered Business Valuators   2008 — 2011
CBV, Business Valuation

Canadian Institute of Chartered Accountants   2004 — 2007
CA, Accounting

The University of British Columbia   2003 — 2004
Diploma in Accounting, Accounting

McGill University   1998 — 2002
Bachelor of Commerce, Finance, Marketing

Brian Purdy Brian Purdy Calgary, Canada Area Details
Brian Purdy's PI Financial Corp. Experience May 2014 - Present
Job Research Analyst, Energy at PI Financial Corp.
Industry Financial Services
Experience
PI Financial Corp.   May 2014 - Present
Global Hunter Securities  September 2011 - July 2013
National Bank Financial  September 2006 - November 2010
Caltech  2006 - 2008
FirstEnergy Capital Corp  September 2004 - August 2006
Acumen Capital Finance Partners   June 2000 - August 2004
Nortel Networks  April 1997 - June 2000
Canadian Pacific Railway  1993 - 1998

Skills
Equity Research, Equities, Capital Markets, Investments, Valuation, Financial Modeling, Hedge Funds, Investment Banking, Equity Valuation, Corporate Finance, Private Equity, Energy, Financial Analysis, Fixed Income, Bloomberg, Pipelines, Midstream, Business Development

Education
University of Calgary   1998 — 2000
MBA, Finance

Queen's University   1989 — 1993
BSc Engineering, Engineering Physics

Bryan R. Henry Bryan R. Henry Vancouver, Canada Area Details
Bryan R. Henry's PI Financial Corp. Experience July 2010 - Present
Job Senior Investment Advisor at PI Financial Corp.
Industry Investment Management
Experience
PI Financial Corp.   July 2010 - Present
Canaccord Financial  September 1998 - July 2010

Skills
Equities, Capital Markets, Investments, Private Placements, Valuation, Asset Managment, Private Equity, Fixed Income, Investor Relations, Investment Advisory, IPO, Wealth Management, Estate Planning, Investment Strategies, Venture Capital, Mutual Funds, Trading, Investment Banking, Securities, Portfolio Management, Financial Analysis, Due Diligence, Mergers & Acquisitions, Hedge Funds, Equity Research, Bonds, Retirement Planning, Corporate Development, Options, ETFs, Alternative Investments, Asset Management, Strategic Financial..., Derivatives, Corporate Finance, Investment Management, Financial Modeling, Finance, Asset Allocation, Financial Markets, Financial Structuring, Equity Valuation, Financial Advisory

Education
The University of British Columbia   1993 — 1997
International Relations, International Relations, Accounting, Finance

Lauren Melton Lauren Melton Vancouver, Canada Area Details
Lauren Melton's PI Financial Corp. Experience May 2011 - August 2011
Job Staff Accountant at KPMG Financial Institutions and Real Estate
Industry Accounting
Experience
KPMG Canada  September 2014 - Present
Vancouver Women's Field Hockey Association   August 2013 - May 2015
JOEY Restaurant Group  January 2014 - July 2014
Phillips, Hager & North   January 2013 - May 2013
Tourism British Columbia  May 2012 - September 2012
Young Women in Business (YWiB) UVic   April 2011 - April 2012
PI Financial Corp.   May 2011 - August 2011
Shelbourne Physiotherapy   September 2009 - May 2011
Young Women in Business (YWiB) - UVic   October 2010 - April 2011
Vancouver Island Womens Connections   December 2010 - February 2011

Skills
Customer Service, Event Planning, Microsoft Office, PowerPoint, Research, Fundraising, Teamwork, Financial Analysis, Microsoft Excel, Marketing, Market Research, Marketing Strategy, Social Media, Non-profits, Team Leadership, Microsoft Word, Social Media Marketing

Education
University of Saskatchewan   2015 — 2016
Master's of Professional Accounting

British Columbia Institute of Technology   2013 — 2014
Financial Management, Accounting

University of Victoria   2009 — 2013
Bachelor of Commerce

Budapesti Corvinus Egyetem   2012 — 2012
Bachelor of Commerce (BCom)

Alistair Toward Alistair Toward Calgary, Canada Area Details
Alistair Toward's PI Financial Corp. Experience May 2010 - September 2014
Job
Industry Financial Services
Experience
PI Financial Corp.   May 2010 - September 2014
Hugessen Consulting Inc.  April 2009 - April 2010
West Energy Ltd.   February 2009 - April 2009
Thomas Weisel Partners  January 2008 - February 2009
Westwind Partners  May 2005 - January 2008
Clarus Securities  September 2004 - March 2005
Research Capital Corporation (Now MackieResearch)   August 2002 - September 2004
UTS Energy Corp   January 2002 - July 2002
HSBC Securities  1999 - 2002
Gordon Capital Corporation   June 1998 - November 2001

Skills
Financial Analysis, Equity Research, Valuation, Energy Industry, Equities, Financial Modeling, Investment Banking, Business Development, Private Equity, Capital Markets, Corporate Finance, Executive Pay, Business Strategy, Investments, Hedge Funds, Due Diligence, Finance

Education
McGill University   1989 — 1992
B.Comm, Finance & Real Estate

Adam Pukalo Adam Pukalo Winnipeg, Canada Area Details
Adam Pukalo's PI Financial Corp. Experience October 2010 - Present
Job Investment & Commodity Futures Advisor at PI Financial Corp.
Industry Investment Management
Experience
PI Financial Corp.   October 2010 - Present
University of Manitoba Investment Group   April 2012 - 2013
University of Manitoba Marketing Association   April 2012 - 2013

Skills
Finance, Investment Strategies, Trading, Fixed Income, Equities, Commodity, Options Strategies, Marketing, Investments

Education
University of Manitoba   2008 — 2013
Bachelor of Commerce (B.Com.) Honours, Finance and Marketing

CSI - Canadian Securities Institute
Investment Management

Julie Suo-Anttila Julie Suo-Anttila Vancouver, Canada Area Details
Julie Suo-Anttila's PI Financial Corp. Experience 1990 - 1999
Job
Industry Computer Software
Experience
Broadridge Financial  January 2006 - Present
Broadridge Financial  January 2004 - January 2006
Broadridge Financial  January 2002 - January 2004
Broadridge Financial Solutions  April 2000 - December 2002
PI Financial Corp.   1990 - 1999

Skills
People Management, Time Management, Analysis, Management, Business Analysis, Customer Service, Process Improvement, Project Management, Databases, Software Documentation, Team Leadership, Strategic Planning, Budgets, Windows, Requirements Analysis, Training

Education
Simon Fraser University   1991 — 1993
none, arts

Centennial Secondary   1987 — 1989

Canadian Securities Institute

Liz Ralston Liz Ralston Vancouver, Canada Area Details
Liz Ralston's PI Financial Corp. Experience October 2012 - Present
Job Branch Administrator at PI Financial Corp.
Industry Financial Services
Experience
PI Financial Corp.   October 2012 - Present
PI Financial Corp.   March 2010 - October 2012
Season's Catering Co.   May 2007 - February 2010

Skills
Investments, Equities, Portfolio Management, Securities, Corporate Finance

Education
Langara College   2001 — 2004
Bachelor of Arts (BA), Business Administration and Management, General

Eric Hamber Secondary   1996 — 2001

Sam Kapani Sam Kapani Vancouver, Canada Area Details
Sam Kapani's PI Financial Corp. Experience January 1991 - Present
Job Senior Investment Advisor,
Industry Financial Services
Experience
PI Financial Corp  January 1991 - Present

Skills
Investment Advisory, Asset Allocation, Investment Strategies, Wealth Management, Equities, IPO, Options Strategies, Capital Markets, Investment Banking, Investments, Alternative Investments, Bonds, Financial Advisory, Securities, Equity Research, Financial Structuring, Mutual Funds, Fixed Income, Corporate Finance, Finance, Derivatives, Portfolio Management, Venture Capital, Financial Analysis, Investment Management, Asset Management, Hedge Funds, Trading, Asset Managment, Private Equity, Financial Markets, Valuation, Options, Commodity, Equity Trading, Due Diligence, Risk Management, Private Placements, Equity Valuation, Equity Capital Markets, FX Options

Education
The University of Calgary   1979 — 1984
Engineering

Dale Rosso Dale Rosso Calgary, Canada Area Details
Dale Rosso's PI Financial Corp. Experience December 2004 - May 2007
Job Actively Searching for a New Career Opportunity
Industry Investment Management
Experience
Franklin Templeton Investments  February 2014 - November 2014
First Calgary Financial  July 2011 - January 2014
Investors Group Securities Inc.   May 2007 - July 2011
PI Financial Corp.   December 2004 - May 2007
Global Securities Corporation  June 2000 - November 2004
Royal Bank Action Direct   1998 - 1999

Skills
Portfolio Management, Wealth Management, Mutual Funds, Investments, Credit, Retirement Planning, Banking, Mortgage Lending, Microsoft Office, Financial Analysis, Investment Strategies, Strategic Financial..., Budgets, Risk Management, Asset Management, Investment Advisory, Securities, Financial Planning

Education
University of Calgary   1981 — 1986
B.Comm., Finance

Stav Adler CIM, CIWM, FCSI, CPCA Stav Adler CIM, CIWM, FCSI, CPCA Vancouver, Canada Area Details
Stav Adler CIM, CIWM, FCSI, CPCA's PI Financial Corp. Experience April 2003 - Present
Job Associate Portfolio Manager and Retirement Analyst
Industry Investment Management
Experience
PI Financial Corp.   April 2003 - Present
PI Financial Corp.   April 2003 - Present
BCBliss Bioceuticals Corp.   2014 - 2015

Skills
Financial Planning, Wealth Management, Investment Advisory, Retirement Planning, Wealth, Investments, Financial Advisory, Mutual Funds, Insurance, Retirement, Securities, Portfolio Management, Strategic Financial..., Strategy, Wealth Management..., Investment Strategies, Alternative Investments, Asset Allocation, Management

Education
Canadian Securities Institute   1999 — 2014
Chartered Investment Manager (CIM), Portfolio Management

Canadian Securities Institute   1999 — 2011
Certified International Wealth Manager (CIWM), Retirement Planning

Age-Friendy Business Academy   2008 — 2008
Certified Professional Consultant on Aging (CPCA), Financial, Health, and Social

British Columbia Institute of Technology   1991 — 1993
Marketing Management, Professional Sales

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

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

Education
CFA Institute
Chartered Financial Analyst

University of Saskatchewan
BSc, Mathematics

David J Goguen CFA David J Goguen CFA Vancouver, Canada Area Details
David J Goguen CFA's PI Financial Corp. Experience March 1993 - Present
Job Director, Institutional Sales, Mining Specialist at National Bank Financial
Industry Investment Banking
Experience
National Bank Financial  March 2014 - Present
PI Financial Corp.   March 1993 - Present

Skills
Capital Markets, Investment Banking, Equities, Investments, Securities, Private Placements, Investment Strategies, Portfolio Management, Asset Managment, Private Equity, Valuation, Trading, Mutual Funds, Wealth Management, Financial Modeling, Institutional Sales, Bloomberg, Corporate Finance

Education
CFA Institute
CFA, Chartered Financial Analyst

Carleton University
Bachelor's Degree, Economics

Denis Cormier Denis Cormier Vancouver, Canada Area Details
Denis Cormier's PI Financial Corp. Experience April 1997 - Present
Job Portfolio Manager at PI Financial Corp.
Industry Financial Services
Experience
PI Financial Corp.   April 1997 - Present

Skills
Equities, Investment Advisory, Portfolio Management, Investment Strategies, Capital Markets, Equity Research, Wealth Management, Securities, Investments, Asset Allocation, Fixed Income, Asset Management, Financial Modeling, Strategic Financial...

Education
University of Manitoba   1986 — 1992
MBA, Finance

St. Claude

Jason Tomkinson Jason Tomkinson Vancouver, Canada Area Details
Jason Tomkinson's PI Financial Corp. Experience January 2014 - November 2014
Job Chief Evangelist at Zyber Secure Mobile Solutions Inc..
Industry Capital Markets
Experience
Zyber Secure Mobile Solutions Inc.   November 2014 - Present
PI Financial Corp.   January 2014 - November 2014
Macquarie Group  September 2012 - November 2013
Canaccord Genuity Wealth Management (Canada)   April 2005 - August 2012
The Becker Group of Companies   October 2003 - June 2006
Computershare  April 2005 - April 2006

Skills
Capital Markets, Private Equity, Portfolio Management, Securities, Investor Relations, Equities, Investments, Corporate Finance, Investment Banking, Wealth Management, Asset Managment, Investment Advisory, Financial Markets, Valuation, IPO, Hedge Funds, Equity Research, Financial Services, Financial Modeling, Investment Strategies, Trading, Asset Management, Commodity, Finance, Venture Capital, Private Placements, Mutual Funds, Mergers & Acquisitions, Funding, Financial Advisory, Investment Management, Alternative Investments

Education
Simon Fraser University   2001 — 2005
BA, Economics

Connor Wilson Connor Wilson Vancouver, Canada Area Details
Connor Wilson's PI Financial Corp. Experience April 2015 - Present
Job Student at Sauder School of Business, UBC
Industry Financial Services
Experience
PI Financial Corp.   April 2015 - Present
B&W Insurance Brokers   May 2014 - Present

Skills
Microsoft Excel, PowerPoint, Financial Analysis, Economic Research, Financial Statement..., Time Management, Teamwork, Economics, Team Leadership, Presentations, Current Affairs, Event Planning, Technical Analysis, Visual Arts, Project Planning

Education
The University of British Columbia   2011 — 2015
Bachelor’s Degree, Finance, General

Sauder School of Business
Diploma in Accounting

Donna McGuigan Donna McGuigan Toronto, Canada Area Details
Donna McGuigan's PI Financial Corp. Experience February 2010 - December 2012
Job
Industry Financial Services
Experience
PI Financial Corp.   February 2010 - December 2012
Scotiabank  February 1999 - January 2009
Canada Trust  May 1998 - February 1999
HSBC  February 1996 - September 1997
Deutsche Bank  March 1995 - February 1996

Skills
Trading, Equity Trading, Financial Analysis, Investments, Finance, Equities

Education
Ryerson University   1982 — 1985
Bachelor of Business Administration (BBA), Business/Managerial Economics

Christopher LeGrow Christopher LeGrow Calgary, Canada Area Details
Christopher LeGrow's PI Financial Corp. Experience 2010 - 2012
Job Advisor, Planning & Reserves at NuVista Energy Ltd.
Industry Oil & Energy
Experience
NuVista Energy Ltd.  October 2013 - Present
NuVista Energy Ltd.  October 2012 - October 2013
PI Financial Corp.   2010 - 2012
Blackmont Capital  2008 - 2010
Westwind Partners  2007 - 2008
ConocoPhillips  2005 - 2007

Skills
Time Management, Financial Modeling, Presentation Development, Communication, Financial Analysis, Report Writing, Problem Solving, Microsoft Office, Bloomberg, Valuation, Competitive Analysis, Capital Markets Analysis, Corporate Budgeting, Forecasting, Reserve Analysis

Education
The University of Calgary   2010 — 2012
Master of Business Administration (MBA), Finance

The University of Calgary   2001 — 2005
Bachelor of Commerce (B.Com.), Finance and Risk Management

University of South Australia   2004 — 2004
Bachelor of Commerce (B.Com.)

Brodie Dunlop Brodie Dunlop Vancouver, Canada Area Details
Brodie Dunlop's PI Financial Corp. Experience March 2009 - Present
Job Institutional Sales at PI Financial Corp.
Industry Investment Banking
Experience
PI Financial Corp.   March 2009 - Present
BMO Nesbitt Burns  April 2007 - December 2008

Skills
Equities

Education
Concordia University
History

The University of British Columbia
Accounting/Finance

Aarun Kumar Aarun Kumar Vancouver, Canada Area Details
Aarun Kumar's PI Financial Corp. Experience 2012 - Present
Job Investment Advisor at PI Financial
Industry Financial Services
Experience
PI Financial Corp.   2012 - Present
Union Securities  October 2011 - September 2012
Sauder School of Business at UBC  September 2008 - March 2012

Skills
Canadian Secur, Equity Derivatives, Options, Financial Modeling, Investments, Capital Markets, Equities, Corporate Finance, Valuation, Equity Research, Bloomberg, Portfolio Management, Asset Management, Wealth Management

Education
The University of British Columbia   2008 — 2012
Commerce, Finance

Eric Zaunscherb Eric Zaunscherb Toronto, Canada Area Details
Eric Zaunscherb's PI Financial Corp. Experience February 2011 - April 2012
Job Director, Research Metals & Mining Analyst at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc.  June 2014 - Present
Morgan Stanley  June 2012 - January 2014
PI Financial Corp.   February 2011 - April 2012
Canaccord Genuity  2008 - November 2010
Haywood Securities  2007 - 2008
Raymond James Ltd.  2002 - 2006
Urangesellschaft   1980 - 1984

Skills
Mining, Management, Equities, Capital Markets, Equity Research, Investment Banking, Valuation, Private Equity, Hedge Funds, Financial Modeling, Investments, Alternative Investments, Due Diligence, Fixed Income, Investor Relations, Venture Capital, IPO, Corporate Finance, Trading, Bloomberg

Education
McMaster University   1979 — 1984
B.Sc., Geology

Glen Tracey Glen Tracey Vancouver, Canada Area Details
Glen Tracey's PI Financial Corp. Experience September 2007 - September 2010
Job Tech Management and Investment Professional
Industry Executive Office
Experience
Graytek   July 2013 - June 2014
Business Consulting  January 2011 - June 2013
PI Financial Corp  September 2007 - September 2010
PI Financial Corp  June 2000 - September 2007
Infowave Software  1999 - 2000
Castleton Network Systems   March 1996 - December 1998
Dynapro Systems  1992 - 1996
MacDonald Dettwiler & Associates (MDA)   1988 - 1992

Education
The University of British Columbia   1983 — 1988
B.A.Sc. (honours), Electrical Engineering

Simon Fraser University   1995 — 1995
Project Management

Simon Fraser University   1996 — 1997
MSAT, Technology Management

British Columbia Institute of Technology   2013 — 2013
LO Energy Field Safety Representative, through the Electrical Safety Authority

Neil Bakshi Neil Bakshi Vancouver, Canada Area Details
Neil Bakshi's PI Financial Corp. Experience September 2014 - September 2015
Job Research Associate, Technology at Haywood Securities Inc.
Industry Capital Markets
Experience
Haywood Securities Inc.  September 2015 - Present
PI Financial Corp.   September 2014 - September 2015
PI Financial Corp.   July 2012 - August 2014
Salman Partners Inc.  March 2011 - May 2011
Silver Wheaton Corp.   May 2007 - August 2007
Belkorp Industries   July 2005 - July 2005

Skills
Public Speaking, Report Writing, Research, Writing, Editing, Analysis, Microsoft Excel, Equity Valuation, Financial Modeling, Valuation, Strategy, Capital Markets, Investment Banking, Investments, PowerPoint, Bloomberg, Microsoft Office, Data Analysis, Investor Relations, Equity Research, Equities, Teamwork, Private Placements, Financial Analysis

Education
The University of Calgary   2006 — 2010
Bachelor of Commerce, Entrepreneurship/Entrepreneurial Studies

Southridge Secondary School   2002 — 2006

Norman Tan, CFA Norman Tan, CFA Vancouver, Canada Area Details
Norman Tan, CFA's PI Financial Corp. Experience 2011 - 2012
Job Director at Bellrock Benchmarking
Industry Management Consulting
Experience
Bellrock Benchmarking, Inc.   2012 - Present
NSMB.com   September 1999 - Present
Freelance  September 1999 - December 2013
PI Financial Corp.   2011 - 2012
British Swiss Investment Corporation   2010 - 2011
Bellrock Benchmarking, Inc.   2008 - 2010

Skills
Business Strategy, Management Consulting, Entrepreneurship, Strategic Planning, Marketing Strategy, Business Planning, Program Management, Business Process..., Strategy, Change Management, Financial Analysis, Business Analysis, Business Development, Business Transformation, Financial Modeling, Management, Consulting, Leadership, Team Leadership, Fire Breathing, JavaScript, Project Management, Marketing, Analysis, Project Planning, Web Development

Education
Queen's University
Master of Business Administration (MBA)

The University of British Columbia
BComm (Honours), Marketing and International Business

David Seymour David Seymour Calgary, Canada Area Details
David Seymour's PI Financial Corp. Experience July 2010 - June 2013
Job Vice President, Valuation & Business Modelling at EY
Industry Oil & Energy
Experience
EY  March 2014 - Present
PI Financial Corp.   July 2010 - June 2013
Suncor Energy  January 2009 - June 2010
AltaGas  August 2007 - December 2008
Trident Exploration  August 2004 - August 2007
Alberta Department of Energy  2000 - 2004

Skills
Financial Modeling, Valuation, Budgeting, Natural Gas, Oil, Financial Analysis, Economics, Forecasting, Corporate Finance, Research, Accounting, Data Analysis, Due Diligence, Access, Statistics, Investments, PowerPoint, Upstream, Cash Flow, Risk Analysis, Word, Energy, Microsoft Office, Excel, Process Improvement, Business Planning, Budgets, Microsoft Excel, Petroleum

Education
CMA Alberta   2008 — 2010
CMA, Accounting

University of Alberta   1995 — 1997
MBA, Finance/Accounting

University of Alberta   1993 — 1997

University of Alberta   1993 — 1997
M. Sc., Microbiology - Oil Remediation and Chemical Toxicity

Acadia University   1987 — 1992
B.Sc., Biology

Miika Makela, CFA Miika Makela, CFA Vancouver, Canada Area Details
Miika Makela, CFA's PI Financial Corp. Experience 2006 - 2008
Job Compliance Officer at Enliven Financial
Industry Financial Services
Experience
Enliven Financial   January 2015 - Present
Ascendo Financial   March 2014 - Present
BlackOre Research   February 2013 - Present
Sloane Capital   January 2012 - March 2014
Global Asset Allocation Partners   February 2009 - September 2010
CANUS Capital Corp.   2008 - February 2009
BASE Investment Corporation   2008 - 2008
PI Financial Corp  2006 - 2008
Ethical Funds   2005 - 2006
Russell Investment Group  2003 - 2004

Skills
Venture Capital, Strategic Partnerships, Due Diligence, Financial Markets, Asset Managment, Financial Modeling, Strategy, Investments, Hedge Funds, Equities, Corporate Finance, Portfolio Management, Equity Valuation, Financial Analysis, Alternative Investments, Corporate Development, Risk Management, Investor Relations, Fund Of Funds, Mergers & Acquisitions, Derivatives, Trading, Wealth Management, Investment Strategies, Private Equity, Acquisitions, Private Placements, Investment Banking, Fixed Income, Lease Financing, Management, Valuation, Investment Management, Mutual Funds, Business Strategy, Capital Markets, Finance, Business Development, Securities, Asset Allocation, Equity Research

Education
Pacific Lutheran University   2000 — 2003
MBA, Business

Pacific Lutheran University   1992 — 1993
BBA, Finance Concentration

Jeremiah Katz Jeremiah Katz Vancouver, Canada Area Details
Jeremiah Katz's PI Financial Corp. Experience July 1995 - Present
Job Managing Director, Capital Markets PI Financial Corp
Industry Financial Services
Experience
PI Financial Corp  July 1995 - Present

Skills
Alternative Investments, Trading, Hedge Funds, Financial Markets, Private Placements, Investments, Equities

Education
Simon Fraser University   1992 — 1996
BA, Economics

The Hebrew University

VTT

Jean-Paul Bachellerie Jean-Paul Bachellerie Vancouver, Canada Area Details
Jean-Paul Bachellerie's PI Financial Corp. Experience September 1995 - Present
Job President and COO, PI Financial Corp.
Industry Financial Services
Experience
The Canadian Depository for Securities Limited (CDS)   November 2014 - Present
IIROC (Investment Industry Regulatory Organization of Canada)   September 2013 - Present
PI Financial Corp.   September 1995 - Present
EY  September 1987 - September 1995

Skills
Asset Management, Equities, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Risk Management

Education
Chartered Accountant   1988 — 1991
Chartered Accountant / CPA

The University of British Columbia   1983 — 1988
Bachelor of Commerce (B.Com.), Accounting, Honours

Jim Locke, CFA Jim Locke, CFA Vancouver, Canada Area Details
Jim Locke, CFA's PI Financial Corp. Experience October 2012 - Present
Job Vice President, Investment Banking (Retail) at PI Financial Corp.
Industry Investment Banking
Experience
PI Financial Corp.   October 2012 - Present
Union Securities Ltd.   1996 - October 2012

Education
Chartered Financial Analyst Institute
Chartered Financial Analyst Designation

The University of British Columbia
B.Comm, Finance

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

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

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

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

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

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

Betty Riddle Betty Riddle Vancouver, Canada Area Details
Betty Riddle's PI Financial Corp. Experience 2007 - 2007
Job Marketing Manager at Beedie School of Business at SFU
Industry Higher Education
Experience
Beedie School of Business at SFU  2007 - Present
Vancouver Sun Run   2002 - Present
PI Financial Corp  2007 - 2007
The Art Institute of Vancouver  2001 - 2006
Burnaby Board of Trade  2004 - 2005
Profile Design Group   1994 - 2001
NRS National Real Estate Service   1993 - 1994

Skills
Delivering Results, Organization &..., Adobe Creative Suite, Media Planning, Media Buying, Media Production, Team-oriented, Multi Tasking, Brand Management, Corporate Branding, Print Management, Accounting, Building Relationships, Advertising Management, Project Management, Leadership, Motivation, Marketing Communications, Event Planning, Social Media, Event Management, Marketing, Public Relations, Training, Sponsorship, Management, Social Media Marketing, Research, Budgets, Social Networking, Customer Service, Team Building, Teamwork, Relationship Building, Time Management

Education
British Columbia Institute of Technology / BCIT
Associate Certificate in Marketing Communications, Business

Simon Fraser University   2004 — 2007
BGS, Liberal and Business Studies

Adam Dell, CFA Adam Dell, CFA Vancouver, Canada Area Details
Adam Dell, CFA's PI Financial Corp. Experience December 2010 - Present
Job Institutional Sales and Trading at PI Financial Corp.
Industry Banking
Experience
PI Financial Corp.   December 2010 - Present
Macquarie Capital Markets Canada  January 2007 - June 2010
ScotiaMcLeod  2007 - 2008

Skills
Investments, Private Placements, Investment Strategies, Institutional Selling, Equity Trading, Hedge Funds

Education
Dalhousie University   2002 — 2006
Bachelor of Commerce, Finance

Lawrence Park Collegiate Institute   1998 — 2002
High School Diploma

CFA Charterholder awarded 2014.

Craig Roberts Craig Roberts Vancouver, Canada Area Details
Craig Roberts's PI Financial Corp. Experience November 2001 - March 2009
Job Managing Director at Axemen Resource Capital Ltd.
Industry Mining & Metals
Experience
Axemen Resource Capital Ltd.   September 2009 - Present
PI Financial Corp.   November 2001 - March 2009
National Bank Financial  December 1996 - March 2001
Fluor Corporation  September 1989 - November 1996

Skills
Business Strategy, Mining, Investor Relations, Mergers, Minerals, Gold, Corporate Finance, Due Diligence, Venture Capital, Mergers & Acquisitions, Private Equity, Mineral Exploration, Joint Ventures, IPO, Corporate Development, Base Metals, Commodity, Copper, Iron Ore, Coal, Nickel, Precious Metals

Education
University of Oxford   1987 — 1989
Master of Philosophy (M.Phil.), Management Studies

The University of British Columbia   1976 — 1983
Bachelor of Applied Science (BASc), Mining and Mineral Engineering

Joseph Alkana, CIM®, FCSI® Joseph Alkana, CIM®, FCSI® Winnipeg, Canada Area Details
Joseph Alkana, CIM®, FCSI®'s PI Financial Corp. Experience May 2007 - Present
Job Portfolio Manager
Industry Investment Management
Experience
PI Financial Corp.   May 2007 - Present

Skills
Options, Trading, Equities, Investments, ETFs, Investment Advisory, Portfolio Management, Alternative Investments, Securities, Investor Relations, Private Equity, Investment Strategies, Investment Management, Bonds, Wealth Management

Education
University of Manitoba   2002 — 2005
BA, Economics/Sociology

CSI - Canadian Securities Institute
Chartered Investment Manager (CIM®), Fellow of Canadian Securities Institute (FCSI®), Portfolio Management: Stocks, Options, ETFs, Fixed Income, Commodity Futures

David Winnell David Winnell Toronto, Canada Area Details
David Winnell's PI Financial Corp. Experience October 2012 - February 2013
Job Investment Advisor
Industry Investment Management
Experience
Allgroup Financial Services   June 2015 - Present
Chippingham Financial Group Ltd   November 2013 - January 2015
PI Financial Corp  October 2012 - February 2013
Union Securities  July 2010 - October 2012
Global Maxfin Investments Inc.  March 2010 - July 2010
Octagon Capital   February 2007 - March 2010

Skills
Investments, Retirement Planning, Mutual Funds, Stocks, Trading, Equities, Derivatives, Tax Planning, Wealth Management, Continuing Education, Regulatory Interactions, Investor Relations, Private Equity, Fixed Income, Capital Markets, Bonds, Portfolio Management, ETFs, Investment Strategies, Financial Planners, Options, Finance, IPO, Securities, Alternative Investments, Wealth Management..., Investment Advisory

Education
University of Guelph   2001 — 2004
Bachelor of Arts (B.A.), Economics

Upper Canada College   1988 — 2001

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