PI Financial Corp.
Industry: Company
DescriptionFounded: 1982 Subsidiaries: Union Securities Ltd., Wolverton Securities Ltd,
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PI Financial Corp. Employees
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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