Qtrade Financial Group
Located in: Bentall CentreAddress: One Bentall Centre, 505 Burrard St #1920, Vancouver, BC V7X 1M6, Canada Hours: Open ⋅ Closes 5PM Wednesday5:30AM–5PMThursday5:30AM–5PMFriday5:30AM–5PMSaturdayClosedSundayClosedMonday5:30AM–5PMTuesday5:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Province: British Columbia Phone: +1 604-605-4199: Category: : : : : Website: Place name: : Website: https://www.qtrade.ca/ Category: Financial Institution 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 question See all questions (5) Popular times Wednesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 3 PM: Usually a little busy6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aPlan your visitClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on FridaysPeople typically spend 1.5-4.5 hours here Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Qtrade Financial Group Posting publicly on the Web Write a review Reviews"Customer service is great." "Waited on hold for an hour numerous times and still have not spoke to someone." View all Google reviews
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Qtrade Financial Group Employees
Qtrade Financial Group October 2013 - Present
SkyWave Mobile Communications April 2013 - August 2013
Saumusk Inc. January 2011 - June 2012
Skills
Microsoft SQL Server, Oracle, SQL, Crystal Reports, SSIS, CRM, Cognos, Data Warehousing, Business Intelligence, SSRS, Requirements Gathering, SharePoint, Databases, ETL, Dashboard, Data Modeling, Data Quality, Microsoft Office, Performance Point, Project Management, MS Project, OLAP, Microsoft Project, Cubes, Relational Databases, Data Modelling, Business Analysis, Tableau, Analysis Services
Education
Algonquin College of Applied Arts and Technology 2012 — 2013
Diploma, Business Intelligenge System Infrastructure, 3.05
Punjab Technical University 2007 — 2011
B.tech, Information technology
PwC Canada August 2015 - Present
PwC Canada November 2013 - Present
CPA Canada July 2014 - Present
Qtrade Financial Group April 2013 - October 2013
Deloitte Canada September 2012 - March 2013
Deloitte Canada May 2009 - September 2012
Skills
IFRS, Financial Statements, Finance, Accounting, QuickBooks, Accpac, Financial Analysis, Financial Accounting, Financial Reporting, Auditing, Internal Controls, GAAP, Microsoft Excel, Microsoft SQL, Great Plains Software, Consolidation, Mergers & Acquisitions, Tax, Assurance, Variance Analysis, Leadership, Business Valuation, Investments, Analysis, Account Reconciliation, Corporate Tax, SAP, Valuation, External Audit, Financial Modeling, Managerial Finance, Management, Restructuring
Education
Canadian Association of Insolvency and Restructuring Professionals 2013 — 2015
Chartered Accountant School of Business 2009 — 2012
British Columbia Institute of Technology 2007 — 2010
BTech, Accounting
Qtrade Financial Group July 2015 - Present
TD August 2014 - July 2015
TD October 2013 - July 2014
Donnelly Hospitality Management December 2009 - November 2013
TD January 2013 - October 2013
Skills
Microsoft Excel, Management, Microsoft Office, Leadership, Public Speaking, Sales, Customer Service, Investments, Teamwork, Finance, Banking, Wealth Management, Financial Services, Portfolio Management, Mutual Funds
Education
The University of British Columbia 2006 — 2011
BA, Economics
CSI 2010 — 2010
WME/CSC/CPH/IFC/DFOL, Finance
OceanRock Investments Inc. June 2014 - Present
Qtrade Financial Group June 2008 - November 2014
Qtrade Financial Group June 2010 - June 2014
National Bank Financial February 2007 - May 2008
Skills
Securities, Investments, Mutual Funds
Education
CFA Institute
Passed Level III
CAIA Association
Chartered Alternative Investment Analyst (CAIA) Charterholder
The University of British Columbia 2004 — 2008
Bachelor of Commerce (BCom), Finance
Canadian Securities Institute
Canadian Securities Course
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)
Qtrade Financial Group 2015 - Present
Qtrade Financial Group April 2012 - February 2015
Union Securities August 2006 - April 2012
Government of Canada 2005 - 2006
Skills
SQL Server 2005, SQL Server 2008, Data Analysis, Portfolio Management, Derivatives, Financial Analysis, Process Improvement, Project Management, Microsoft Excel, Strategic Financial..., Bonds, Change Management, Microsoft Office, Analysis, Investments, Management, Microsoft SQL Server, Mutual Funds, Risk Management, Securities
Education
University of Calgary 2000 — 2004
BA, Political Science
Qtrade Financial Group 2001 - Present
Cavio Corporation 2000 - 2001
TELUS February 1998 - February 2000
Skills
Agile Methodologies, Oracle, Microsoft SQL Server, Java, Software Project..., Project Management, Eclipse, Requirements Analysis, JavaScript, Business Analysis, Linux, Enterprise Architecture, Software Development, Subversion, SQL
Education
Nanjing University
MetroQuest January 2015 - Present
H+Technology July 2014 - January 2015
Qtrade Financial Group January 2013 - April 2014
Solly's Bagelry April 2012 - January 2013
Chevron March 2011 - April 2012
Electronic Arts September 2010 - March 2011
VANOC December 2009 - March 2010
Skills
Photoshop, Brand Management, Online Advertising, Product Marketing, Project Coordination, Integrated Marketing, Marketing, Event Management, Marketing Communications, Microsoft Excel, Corporate Communications, Microsoft Office, Business Strategy, Video Games, Leadership, Digital Marketing, Public Relations, Facebook, Social Media Marketing, Content Management, Project Management, Management, Content Strategy, Marketing Strategy, Online Marketing, Social Media, Internal Communications, Business Development, Digital Media, Social Networking, Strategic Planning, Project Planning, Email Marketing, Strategic Communications, Customer Service
Education
Flinders University 2002 — 2008
B.Comm, Finance
San Jose Sharks September 2012 - Present
Medibank Melbourne Ice April 2012 - September 2012
Elite Sports Properties April 2012 - September 2012
Qtrade Financial Group October 2011 - April 2012
San Jose Sharks April 2011 - October 2011
VBK Hockey, IFK Ore May 2010 - April 2011
Commonwealth of Massachusetts September 2008 - December 2008
Los Angeles Dodgers April 2008 - September 2008
Babson College January 2008 - April 2008
Friend2Friend June 2007 - September 2007
Education
Tufts University 2006 — 2010
B.A., Political Science, Classical Studies
Santa Clara University 2012 — 2015
MBA, Financial & Marketing Strategy
Qtrade Financial Group October 2008 - Present
Assante Wealth Management March 2004 - October 2008
CI Investments Inc. September 2000 - March 2004
Skills
Customer Service, Team Leadership, Change Management, Problem Solving, Long-term Customer..., Operations Management, Process Improvement, Coaching, Relationship Management, Management, Business Analysis, Risk Management, Investments, Asset Managment, Mutual Funds, Financial Services, Wealth Management..., Banking, Asset Management, Leadership, Wealth Management, Securities, Call Centers, Insurance, Retirement, Wealth, Financial Analysis, Portfolio Management, Strategic Financial..., Business Strategy, Retirement Planning, Investment Advisory, Financial Planners, Financial Advisory, Estate Planning, Financial Modeling, Investment Management, Asset Allocation, Fixed Income, Investment Strategies, Finance, Analysis, Equities, Credit, Bonds, Loans, Options, ETFs, Financial Planning, Fixed Annuities
Education
Sheridan College 1995 — 1997
Diploma, Finance, General
ScotiaMcLeod January 2013 - Present
Qtrade Financial Group November 2011 - January 2013
TD Bank Group May 2010 - November 2011
TD Waterhouse October 2006 - May 2010
TD Waterhouse September 2005 - October 2006
ScotiaMcLeod April 2000 - September 2005
Canadian Western Bank Group 1994 - 2000
Skills
Thomson One, IBM (ISM) / OSS, Vantage CMS (Xeye), NaviPlan Extended, MS Office 2007 / 2010, WebEx, Dataphile, Univeris, ADP, ACT, Maximizer, Wealth Management, Thompson One, Mutual Funds, Strategic Financial..., Investments, CMS, Retirement Planning
Education
Canadian Institute of Financial Planning 2012 — 2013
Registered Retirement Consultant
Canadian Securities Institute 2000 — 2008
FMA, Investments
Kwantlen University College 1997 — 1999
General Studies
Sealtec Industries April 2007 - Present
Montroyal Elementary 2012 - 2015
Qtrade Financial Group January 2000 - March 2007
TD Waterhouse 1996 - 2000
Skills
Sales, Sales Management, New Business Development, Marketing Strategy, Strategic Planning, Business Development, Investments, Business Strategy, Mutual Funds, Budgets, Wealth Management, Customer Service, Management, Negotiation, Account Management, Strategic Financial..., Asset Management, Portfolio Management, Business Planning, Team Leadership, Risk Management
Education
McGill University 1986 — 1989
B.A. Economics, Economics
Marianopolis College 1984 — 1986
Commerce Degree, Business
Miss Edgars & Miss Cramps 1980 — 1984
High School Diploma
Adi Chiru IT Services August 2014 - Present
Adi Chiru Photography February 2012 - Present
Freelancer.com April 2014 - August 2014
Qtrade Financial Group December 2013 - April 2014
Electronic Arts June 2013 - November 2013
Layer 7 Technologies March 2011 - June 2013
certSIGN (part of UTI Group) August 2006 - February 2011
ePayment (used to be part of GECAD Group) October 2009 - December 2010
Avangate (used to be part of GECAD Group) October 2008 - October 2009
UTI Systems (part of UTI Group) December 2004 - August 2006
Skills
Linux, Apache, Firewalls, DNS, Network Security, TCP/IP, Security, Network Administration, MySQL, System Administration, VMware, Shell Scripting, Information Security, Computer Security, High Availability, Troubleshooting, Bash, PKI, Disaster Recovery, ISO 27001, Networking, Python, Juniper firewalls, Nagios, Open Source, Juniper, Nginx, PCI DSS, Jenkins, Zabbix, Root Cause Analysis, LAMP, Varnish, OSSEC, Cloud Computing
Education
CompTIA 2008 — 2008
CompTIA Linux+ certified, Linux server administration
CISCO Networking Academy 2002 — 2003
CCNA, Networking, Routing, CISCO technology
1998 — 2002
Licensed in Economics, Marketing and International Commerce
TOEFL 1998 — 1998
540 points, English language
QTRADE FINANCIAL GROUP July 2014 - Present
CANACCORD FINANCIAL INC January 2009 - Present
CANACCORD FINANCIAL INC July 2007 - August 2009
CANACCORD FINANCIAL INC July 2006 - July 2007
CANACCORD FINANCIAL INC June 2006 - July 2006
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Accounting, Mergers & Acquisitions, Financial Accounting, Internal Controls, Financial Planning, Business Process..., Risk Analysis, Valuation, Consolidation, Portfolio Management, Mergers, Business Analysis, Regulatory Reporting, IFRS
Education
Simon Fraser University 2000 — 2005
Bachelor, Business Administration and Economics (Hons)
Ledgewood Capital, Inc. December 2006 - Present
Self Employed Financial Services September 2001 - December 2006
Qtrade Financial Group April 2002 - September 2003
Deutsche Bank Securities June 1999 - July 2001
BT Alex. Brown Inc. October 1996 - June 1999
Bankers Trust International plc September 1994 - September 1996
Skills
Registered Investment..., Leadership, Board of Directors, Asset Management, Private Equity, Investment Banking, Due Diligence, Credit Analysis, Risk Management, Transaction Management, Fund Of Funds, Special Situations..., Fund Administration, Client Services, Strategy
Education
The George Washington University 1968 — 1973
Master of Business Administration (MBA), Finance, General
Villanova University 1964 — 1968
Bachelor of Arts (B.A.), Political Science and Government
Investment Planning Counsel March 2015 - Present
NEI Investments September 2011 - November 2012
Qtrade Financial Group May 2010 - May 2011
Queensbury Strategies Inc. May 2009 - May 2010
TD Asset Management 2006 - 2008
Front Street Capital 2001 - 2006
SVC O'Donnell 1997 - 1999
Skills
Mutual Funds, Investments, Financial Advisory, Portfolio Management, Asset Management, Wealth Management, Risk Management, Securities, Analysis, Retirement Planning, Wealth, Investment Strategies, Alternative Investments, Financial Services, Investment Advisory, Retirement, Strategic Financial..., Asset Allocation, Sales, ETFs, Investment Management, Equities, Relationship Management, Fixed Income, Business Development, Hedge Funds, Wealth Management..., Trading, Financial Markets, Funding, Financial Planning
Education
Carleton University 1992 — 1996
Economics
City of Vancouver October 2011 - Present
Mark Igonia Ticket Broker January 2003 - Present
Qtrade Financial Group March 2011 - September 2011
Cypress Mountain January 2001 - March 2011
CIBC Wood Gundy February 2007 - June 2009
Electronic Arts May 2005 - November 2005
Royal Bank of Canada June 2001 - February 2005
Skills
Customer Service, Insurance, Microsoft Excel, Microsoft Office, Strategic Financial..., Project Management, Equities, Investments, Risk Management, Mutual Funds, Portfolio Management, Banking, Public Speaking, Strategic Planning, Time Management
Education
Thompson Rivers University 2012 — 2013
Bachelor of Commerce (BCom), Management Information Systems, General
British Columbia Institute of Technology 2002 — 2004
Diploma, Corporate Finance
Vancouver College 1996 — 2000
Canadian Securities Institute
CSC, CPH, WME, Technical Analysis Course, Trader Training Course, Branch Manager Course
Qtrade Financial Group September 2012 - July 2013
Skills
Investments, Derivatives, Finance, Tax, Capital Markets, Accounting, Time Management, Teaching, Public Speaking
Education
British Columbia Institute of Technology / BCIT 2012 — 2015
Bachelor of Technology (BTech) in Accounting
British Columbia Institute of Technology / BCIT 2010 — 2012
Financial Management Diploma
Canadian Securities Institute
Notre Dame Regional Secondary 2005 — 2010
Insights West September 2015 - Present
Summer Off With the Family July 2015 - August 2015
Qtrade Financial Group May 2012 - July 2015
British Columbia Association of Integrated Marketers (BCAIM) September 2012 - August 2014
Canadian Marketing Association 2009 - August 2013
British Columbia Association of Integrated Marketers (BCAIM) August 2009 - August 2012
Central 1 Credit Union October 2009 - May 2012
MacInnes Cann Group December 2008 - October 2009
Karo Group, Voted one of Canada's Top Ten Agencies by Marketing Magazine June 2005 - December 2008
North Shore Credit Union June 2001 - June 2005
Skills
Marketing Strategy, Brand Architecture, Business Development, Strategy, B2B, Advertising, CRM, E-commerce, Integrated Marketing, Brand Management, Marketing, Marketing Communications, Corporate Branding, Team Leadership, Corporate Communications, Digital Strategy, Leadership, Start-ups, Direct Marketing, Brand Development, Market Research, Creative Direction, Digital Marketing
Education
The University of British Columbia 1998 — 1998
Certificate of Internet Marketing, eBusiness and Marketing
Simon Fraser University 1989 — 1995
Bachelor Business Administration, Marketing and Human Resource Management
Qtrade Financial Group August 2015 - Present
The Keg Steakhouse + Bar August 2013 - August 2015
School District 43 (Coquitlam) January 2015 - April 2015
School District 43 (Coquitlam) September 2014 - December 2014
MyBestHelper.com January 2014 - August 2014
Pharmasave April 2014 - April 2014
Teacher Tutors September 2013 - January 2014
Burnaby School District - SD41 September 2013 - December 2013
School District 43 (Coquitlam) January 2011 - June 2013
New Wave Entertainment January 2012 - August 2012
Skills
Microsoft Office, Public Speaking, Teamwork, Time Management, Leadership, Customer Service, Tutoring, Teaching, Social Media, PowerPoint, Event Planning, Classroom, Management, Social Networking, Communication, Microsoft Word, Microsoft Excel, Sales, Research, Elementary Education, Writing, Literacy, Education, Staff Development, Training, Curriculum Development, Fundraising, Event Management, Coaching, Marketing Strategy, Higher Education, Volunteering, Editing, Lesson Planning, Curriculum Design, Instructional Design, Photoshop, Special Education
Education
Simon Fraser University 2014 — 2015
Teaching Certificate L206977, Professional Development Program
Simon Fraser University 2012 — 2014
Bachelor of General Studies in Education, Elementary Education and Teaching
Douglas College 2007 — 2010
Associate of Arts for Future Teachers, Psychology
Qtrade Financial Group January 2015 - Present
OceanRock Investments Inc. June 2012 - January 2015
Qtrade Financial Group May 2011 - June 2012
Russell Investments Canada Ltd. September 2007 - May 2011
Russell Investments Canada Ltd. October 2006 - September 2007
Russell Investments Canada Ltd. December 2005 - October 2006
Skills
Cross-functional Team..., Investment Strategies, Strategy, Leadership, Program Implementation, Equities, Investment Management, Program Management, Sales, Marketing Strategy, Wealth Management, Investments, Financial Services, Portfolio Management, Asset Management
Education
Ivey Business School at Western University 1994 — 1996
MBA
CFA Institute
CFA
University of Toronto 1985 — 1989
Bachelor of Arts (B.A.), Economics and Political Science
Coast Capital Savings April 2015 - Present
Boardwalk Communications December 2014 - Present
Qtrade Financial Group November 2014 - December 2014
The University of British Columbia March 2014 - June 2014
Teck Resources Limited February 2012 - February 2014
TELUS November 2011 - February 2012
Ritchie Bros. Auctioneers October 2008 - November 2011
Superb Internet May 2007 - October 2008
MAKE Technologies Inc. - a Dell Company April 2003 - May 2007
Skills
Unix Administration, Windows Server, NAS, SAN, IP Networking, FreeBSD, Solaris, Red Hat Linux, SQL Server, Oracle SQL, MySQL, PostgreSQL, NetApp, EMC, Hitachi, Cisco Switches, HP Procurve, Netscreen, Load Balancing, Netbackup, Active Directory, JBoss, Weblogic, VMware, Virtualization, DNS, Apache, System Administration, Clustering, Windows Server 2008, Nagios, LDAP, Firewalls, Server Architecture, Storage, Data Center, Storage Area Networks, Shell Scripting, High Availability, Bash, Tomcat
Education
Kwantlen University College
BTech, Information Technology
Shanghai University
IT, Business Information Management
David.Sotvedt@gmail.com August 2012 - Present
Qtrade Financial Group 2013 - 2013
Quadrus Investment Services Ltd. / London Life Insurance Company December 2000 - August 2012
City University January 2004 - January 2005
The Canadian Securities Institute January 1998 - January 2003
Laurentian Bank of Canada January 1996 - January 2000
Montreal Trust Company of Canada January 1993 - January 1996
Montreal Trust Company of Canada January 1993 - January 1994
Skills
Presentation Development, Customer Service, Knowledge Management, Leadership, Microsoft Word, Organization, PowerPoint, Written & Oral..., Quality Auditing, Strategic Planning, Sales Process, Speech Writing, Compliance Testing, Mutual Funds, Securities, Business Strategy, Training, Strategic Financial..., Investments, Insurance, Financial Services, Analysis, Business Planning, Financial Advisory, Retirement Planning, Finance, Financial Planning
Education
The University of British Columbia
Bachelor of Commerce, Finance
Carleton University
Bachelor of Arts, Political Science
Investment Funds Institute of Canada
Qtrade Financial Group January 2015 - Present
Qtrade Financial Group January 2012 - December 2014
Qtrade Financial Group December 2008 - December 2011
TD Waterhouse April 2004 - November 2008
Assante Wealth Management January 2002 - April 2004
RCF Inc., Division of Canada Life 2000 - 2002
Chate Communications 1996 - 2000
Skills
Strategic Planning, Strategic Financial..., Wealth Management, Public Speaking, Marketing Strategy, insurance, Sales, Estate Planning, Insurance, Mutual Funds, People Development, Portfolio Management, Investments, Business Strategy, Financial Advisory, Strategy, Life Insurance, Leadership, Credit, Risk Management, Investment Advisory, Wealth, Banking, Retirement Planning, Retirement, Financial Planners, Investment Strategies, Fixed Annuities, Financial Services, Wealth Management..., Sales Management, Disability Insurance, Securities, Relationship Management, Investment Management, Asset Management, Asset Allocation, Equities, Bonds, Wealth Accumulation, Finance, Certified Financial..., Fixed Income, Management, Management Consulting, Mergers & Acquisitions, Mortgage Lending, Options, Financial Planning
Education
University of Toronto - Rotman School of Management 2006 — 2007
MBA, Business
University of Toronto 2000 — 2002
Master of Information Studies, Information Systems
Seneca College of Applied Arts and Technology 1995 — 1997
Computer Graphics Technical Program
York University 1995 — 1997
Hons. BA, Political Science / Mass Communications
Western University 1991 — 1994
BA, Business Administration
Qtrade Financial Group April 2010 - Present
Qtrade Financial Group 2000 - April 2010
TD Waterhouse 1998 - 2000
Skills
Investments, Mutual Funds, Wealth Management, Securities, Portfolio Management, Equities, Asset Managment, Fixed Income, Investment Advisory, Trading, Financial Analysis, Investment Strategies, Bonds, Investment Management, Risk Management, Derivatives, FX Options, Capital Markets, Financial Planners, Asset Management, Financial Services, Loans, Finance, Options, Retirement, Financial Modeling, Wealth Management..., Credit, Bloomberg, Alternative Investments, Corporate Finance, Wealth, Relationship Management, Asset Allocation, Hedge Funds, Financial Advisory, Cash Management, Financial Planning, ETFs, Valuation, Equity Trading, Investor Relations, Equity Research, Private Equity, Management
Education
The University of British Columbia 1994 — 1996
B.Comm, Finance
Capilano University 1993 — 1994
Bachelor's Degree, UBC Commerce transfer program
Okanagan College 1991 — 1992
University Transfer Program, Commerce
George Elliot
OceanRock Investments Inc. March 2006 - Present
Qtrade Financial Group October 2004 - Present
Assante Asset Management July 1999 - October 2004
Great-West Life June 1996 - February 1999
Skills
Mutual Funds, Investments, Portfolio Management, Product Management, Investment Strategies, Options, Asset Management, Asset Allocation, Strategic Planning, Investment Management, ETFs, Strategic Financial..., Wealth Management, Financial Services, Product Development, Securities, Financial Modeling, Budgets, Wealth, Retirement, Retirement Planning, Product Marketing, Presenter, Investment Advisory, Wealth Management..., Customer Service, Estate Planning, Equities, Financial Advisory, Insurance, Economic Research, Banking, Strategy, Bonds, Fixed Income, Finance, Alternative Investments, Hedge Funds, Certified Financial..., Management, Wholesale, Business Development, Risk Management, Financial Planners, Relationship Management, Separately Managed..., Customer Relations, Budgeting, Wholesaling, Fixed Annuities
Education
Institute for Advanced Financial Education
Chartered Life Underwriter (CLU), Taxation and Estate Planning
CFA Institute
Chartered Financial Analyst (CFA) Charterholder, CFA Institute
Canadian Securities Institute
Canadian Investment Manager (CIM)
Financial Planners Standards Council 1997 — 1998
Certified Financial Planner (CFP), Financial & Estate Planning
University of Manitoba 1990 — 1995
Bachelor of Commerce, Finance & Marketing
TD February 2012 - Present
Qtrade Financial Group May 2004 - January 2012
Assante Wealth Management 1999 - 2004
TD Canada Trust 1988 - 1999
Skills
Founding Board member..., Board Member Ronald..., Strategic Financial..., Business Development, Management, Business Planning, Finance, Investments, Mutual Funds, Business Strategy, Process Improvement, Financial Analysis, Banking, Wealth Management..., Estate Planning, Leadership, Investment Strategies, Wealth Management, Financial Advisory, Asset Management, Retirement Planning, Investment Management, Strategy, Change Management, Investment Advisory, Portfolio Management, Financial Services, Wealth
Education
CFA 2001 — 2002
Level III Candidate
University of Ottawa / Université d'Ottawa 1996 — 1997
Master of Business Administration (MBA)
Carleton University
Economics
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
Qtrade Financial Group February 2008 - March 2012
Education
Simon Fraser University
Qtrade Financial Group February 2015 - Present
Raymond James Ltd. December 2014 - February 2015
Raymond James Ltd. May 2013 - December 2014
Raymond James Ltd. October 2011 - May 2013
Credential Financial Inc. December 2010 - October 2011
Credential Financial Inc January 2009 - December 2010
Credential Financial Inc. May 2006 - December 2008
Credential Financial Inc. July 2001 - April 2006
Education
The University of British Columbia 1992 — 1995
Bachelor's Degree
Qtrade Financial Group February 2015 - Present
Qtrade Financial Group May 2014 - February 2015
Qtrade Financial Group December 2010 - April 2014
London Life July 2006 - December 2010
Coast Capital Savings 2005 - 2006
Bluelite Entertainment 2004 - 2006
Skills
Investments, Strategic Financial..., Financial Services, Securities, Mutual Funds, Asset Management, Banking, Wealth Management, Wealth, Risk Management, Portfolio Management, Compliance, Insurance, Retirement Planning, Critical Illness, Financial Advisory, Life Insurance, Personal Finance, Team Leadership, Customer Service, Training, Estate Planning, Retirement, Wealth Management..., Financial Planners, Investment Advisory, Wealth Accumulation, Investment Strategies, Investment Management, Relationship Management, Financial Risk, Disability Insurance, Retail Banking, Time Management, Financial Planning
Education
Financial Planning Standards Council
Certified Financial Planner
IFSE Institute
Simon Fraser University 2002 — 2005
B.Sc., Mathematics
Oxford Seminars
TESL (Teaching English as a Second Language) Certification
McMaster University 2001 — 2002
Intracorp Projects Ltd March 2015 - Present
Intracorp Projects Ltd January 2013 - February 2015
HSBC April 2012 - December 2012
QLT Inc. January 2011 - April 2011
HSBC September 2010 - January 2011
Qtrade Financial Group September 2009 - December 2010
Skills
Financial Modeling, Financial Analysis, Project Management, Corporate Finance, Financial Reporting, VBA, Real Estate Financing, Asset Management, Business Analysis, Portfolio Management, Investments, Bloomberg, Leadership, Analysis, Budgets, Mandarin, Teamwork, Customer Service, Microsoft Office, Finance, Accounting, Variance Analysis, Equity Research, Private Equity, SharePoint, Microsoft Excel, Banking, Risk Management, Strategic Financial..., PowerPoint, Financial Accounting, Valuation, Team Leadership, Insurance, Data Analysis, Management, Investment Banking, Access, Time Management
Education
The University of British Columbia 2007 — 2012
Bachelor of Commerce, Finance Co-op
The University of Hong Kong 2011 — 2011
Business and Economics, International Finance
CFA Institute
CFA Level III Candidate
Qtrade Financial Group 2011 - Present
LTC Global / ACSIA April 2010 - June 2011
Globe Foundaton July 2009 - October 2009
Skills
Enterprise Architecture, UML, Design Patterns, Web Services, Struts, Spring, Java Enterprise Edition, Java, C#, JavaScript, Microsoft SQL Server, Linux, Oracle, SQL, MySQL, IntelliJ IDEA, Eclipse, XML
Education
The University of British Columbia 2004 — 2009
Bachelor, Computer Science
Qtrade Financial Group 2011 - Present
Dundee Securities 2003 - 2011
Skills
Wealth Management, Investment Strategies, Portfolio Management
Education
The University of British Columbia
Bachelor of Arts
Qtrade Financial Group April 2004 - March 2015
MAKE Technologies Inc. 2001 - 2004
Communicate.com 2000 - 2001
Langara College 1999 - 2000
Skills
Java, JSP, Struts, Oracle, jQuery, HTML, CSS, Weblogic, XPath, JAAS, Microsoft SQL Server, Linux, Agile Methodologies, Scrum
Education
Langara College 1997 — 2000
Applied Computer Science and Technology
Qtrade Financial Group October 2013 - Present
CIBC September 2005 - November 2011
CIBC 1999 - 2005
CIBC Wealth Management 1996 - 1998
CIBC Asset Management 1994 - 1998
Skills
Wealth Management, Strategic Financial..., Team Leadership, Retail Banking, Small Business, Sales Management, Program Facilitation, Staff Development, Business Development, Leadership, Retirement Planning, Mutual Funds, Business Planning, Financial Advisory, Financial Services, Banking, Financial Planning
Education
University of Saskatchewan 1983 — 1987
B.Comm, Finance/Economics
Great-West Life May 2014 - Present
Qtrade Financial Group October 2006 - April 2014
Qtrade Financial Group March 2009 - October 2011
Qtrade Financial Group October 2006 - March 2009
Credential June 2003 - October 2006
Investors Group Financial Services Inc. June 2002 - June 2003
Canadian Western Trust January 2001 - June 2002
ScotiaMcLeod June 2001 - January 2002
Skills
Mutual Funds, Investments, Wealth Management, Strategic Financial..., Investment Advisory, Wealth, Retirement Planning, Securities, Insurance, Asset Managment, Investment Strategies, Estate Planning, Retirement, Portfolio Management, Investment Management, Equities, Financial Services, Mortgage Lending, Asset Management, FX Options, Fixed Income, Banking, Business Planning, Critical Illness, Personal Finance, Credit Analysis, Alternative Investments, Financial Planners, Relationship Management, Financial Advisory, Asset Allocation, Credit, Bonds, Certified Financial..., Life Insurance, Loans, Wealth Accumulation, Disability Insurance, Financial Analysis, Trading, Fixed Annuities, Wealth Management..., Risk Management, Pensions, Finance, Training Delivery, Coaching, Team Management, Project Management, Sales
Education
Simon Fraser University 1996 — 1999
Criminology and Political Science
Envision Financial September 2013 - October 2014
Qtrade Financial Group August 2011 - April 2013
Vancity Savings Credit Union April 2006 - June 2010
RBC Royal Bank December 2003 - March 2006
Sceptre Investment Counsel October 1997 - December 2002
Skills
Investments, Mutual Funds, Wealth Management, Banking, Retirement, Strategic Financial..., Wealth Management..., Retirement Planning, Wealth, Capital Markets, Estate Planning, Risk Management, Financial Advisory, Insurance, Investment Strategies, Fixed Annuities, Financial Analysis, Portfolio Management, Financial Planners, Financial Services, Loans, Valuation, Investment Advisory, Asset Management, Asset Allocation, Securities, Finance, Equities, Mortgage Lending, Investment Management, Disability Insurance, Critical Illness, Relationship Management, Credit Analysis, Credit, Retail Banking
Education
CFA Institute
Charterholder of CFA designation
Financial Planners Standards Council
Certified Financial Planner
The University of Lethbridge
BA, Economics
The University of British Columbia September 2015 - Present
Qtrade Financial Group May 2011 - September 2015
Central 1 Credit Union July 2008 - May 2011
Open Solutions 2007 - July 2008
Fincentric Corporation 2005 - 2007
Fincentric Corporation 2003 - 2005
Prologic Corporation February 2001 - 2003
Skills
User Acceptance Testing, Requirements Gathering, Business Requirements, Business Analysis, Software Documentation, ITIL, Agile Methodologies, Software Project..., Requirements Analysis, Visio, Quality Assurance, Microsoft SQL Server, Oracle, Vendor Management, Partner Management, Project Management, SDLC, Wealth Management, Service Delivery, SharePoint, Systems Analysis, Banking System..., Financial Services, Release Notes, Internet Banking, Software Deployment, Scrum, Process Improvement, Training, Budget Estimating, IT Strategy, Business Process, Project Portfolio..., Software Quality...
Education
The University of British Columbia 2014 — 2015
Certificate, Project Management
The University of British Columbia 2012 — 2013
Certificate, Program Management
The University of British Columbia 2010 — 2012
Certificate, Business Analysis
British Columbia Institute of Technology 2002 — 2003
Associate Certificate, Database Administration
British Columbia Institute of Technology 2001 — 2002
Associate Certificate, Programming
Information Technology Institute 2000 — 2001
Diploma, Applied Information Technology
Simon Fraser University
Bachelor of Arts, Communications, Sociology
Simon Fraser University
Certificate, Liberal Arts
Qtrade Financial Group
Education
The University of British Columbia 1990 — 1994
Bachelor of Commerce (B.Com.)
Qtrade Financial Group July 2012 - Present
Union Securities March 2008 - July 2012
Centre for Menstrual Cycle and Ovulation Research (CeMCOR) August 2004 - March 2008
The University of British Columbia 2004 - 2005
Skills
Project Management, Change Management, Technical Writing, Management, Business Continuity..., Microsoft Office, Laserfiche, Database Queries, Communication, Research and...
Education
The University of British Columbia 1995 — 2002
Bachelor of Arts, English Grammar
The University of British Columbia 1995 — 2001
Bachelor of Science, Cell Biology and Genetics
Anthem Properties Group December 2014 - Present
Anthem Properties Group August 2013 - November 2014
Tutor Doctor January 2012 - December 2013
Qtrade Financial Group June 2013 - August 2013
KPMG April 2013 - May 2013
Anthem Properties Group January 2013 - March 2013
SFU Accounting Student Association January 2012 - August 2012
H&R Block January 2011 - May 2011
Mercer Bradley Inc. May 2010 - August 2010
Sylvan Learning Center April 2008 - December 2008
Skills
Time Management, Accounting, Microsoft Office, Microsoft Excel, Teamwork, PowerPoint, Leadership, Accounts Receivable, Financial Analysis, Team Leadership, Microsoft Word
Education
Simon Fraser University 2007 — 2012
BBA (Honours), Accounting & Finance
IDC WorldSource Network December 2013 - Present
Simon Fraser University May 2012 - August 2013
Vision7 Communications Inc. October 2012 - December 2012
Qtrade Financial Group July 2011 - April 2012
Teach and Learn in Korea (TaLK) August 2010 - January 2011
Staccato Music Studios August 2008 - April 2010
Skills
Communication Skills, Customer Service, Microsoft Office, Taleo, Recruiting, Qualitative Research, Organization &..., Report Writing, Data Entry, Human Resources, Mac OS X, SPSS, Literature Reviews, Office Administration, QuickBooks, Research
Education
Simon Fraser University 2007 — 2012
Bachelor of Business Administration (BBA), Human Resources Management / International Business
Yonsei University 2011 — 2011
International Exchange - Spring 2011