Qtrade Financial Group

Description

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

Employee
Years
Job
Industry
Pankaj Palta Pankaj Palta Vancouver, Canada Area Details
Pankaj Palta's Qtrade Financial Group Experience October 2013 - Present
Job Business Intelligence Specialist at Qtrade Financial Group
Industry Information Technology and Services
Experience
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

Wilson Kwan, CA Wilson Kwan, CA Vancouver, Canada Area Details
Wilson Kwan, CA's Qtrade Financial Group Experience April 2013 - October 2013
Job Manager, Consulting & Deals at PwC Canada
Industry Financial Services
Experience
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

Michael Quirke Michael Quirke Vancouver, Canada Area Details
Michael Quirke's Qtrade Financial Group Experience July 2015 - Present
Job Manager, Online Brokerage, Sales & Support at Qtrade Financial Group
Industry Financial Services
Experience
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

Mary Tsang, CAIA Mary Tsang, CAIA Vancouver, Canada Area Details
Mary Tsang, CAIA's Qtrade Financial Group Experience June 2008 - November 2014
Job Portfolio Analyst at OceanRock Investments Inc.
Industry Financial Services
Experience
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

Ava Chuang, CGA Ava Chuang, CGA Vancouver, Canada Area Details
Ava Chuang, CGA's Qtrade Financial Group Experience November 2009 - September 2012
Job Senior Accountant at Nicola Wealth Management
Industry Financial Services
Experience
Nicola Wealth Management  January 2014 - Present
Steadyhand Investment Funds   January 2013 - November 2013
Qtrade Financial Group   November 2009 - September 2012
Qtrade Financial Group   January 2008 - October 2009
Qtrade Financial Group   March 2006 - December 2007

Skills
Financial Accounting, Policy Analysis, Accounting, Corporate Finance, Mutual Funds, Mergers & Acquisitions, Auditing, Accounts Payable, Internal Audit, Financial Reporting, Investments

Education
Certified General Accountant

Simon Fraser University
Bachelor of Arts, Economics (Education Minor)

Lorne Bilinski Lorne Bilinski Vancouver, Canada Area Details
Lorne Bilinski's Qtrade Financial Group Experience 2015 - Present
Job Business Solutions Manager at Qtrade
Industry Investment Management
Experience
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

Karl Shen Karl Shen Vancouver, Canada Area Details
Karl Shen's Qtrade Financial Group Experience 2001 - Present
Job IT Professional
Industry Financial Services
Experience
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

Chris Archer Chris Archer Vancouver, Canada Area Details
Chris Archer's Qtrade Financial Group Experience January 2013 - April 2014
Job Account Manager at MetroQuest
Industry Marketing and Advertising
Experience
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

Doug Wilson Jr. Doug Wilson Jr. San Jose, California Details
Doug Wilson Jr.'s Qtrade Financial Group Experience October 2011 - April 2012
Job Hockey Operations & Scouting Analyst
Industry Sports
Experience
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

Cole Wyatt Cole Wyatt Vancouver, Canada Area Details
Cole Wyatt's Qtrade Financial Group Experience October 2008 - Present
Job Director, Qtrade Support Centre
Industry Financial Services
Experience
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

Jenny Wright Jenny Wright Vancouver, Canada Area Details
Jenny Wright's Qtrade Financial Group Experience November 2011 - January 2013
Job Senior Associate at ScotiaMcLeod
Industry Investment Management
Experience
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

Janet Carswell Janet Carswell Vancouver, Canada Area Details
Janet Carswell's Qtrade Financial Group Experience January 2000 - March 2007
Job Marketing at Sealtec Industries
Industry Construction
Experience
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 Adi Chiru Vancouver, Canada Area Details
Adi Chiru's Qtrade Financial Group Experience December 2013 - April 2014
Job DevOps / Build Engineer at Electronic Arts, Origin Group through TekSystems Managed Services
Industry Computer & Network Security
Experience
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

Frank Yuen, CGA, CFA Frank Yuen, CGA, CFA Vancouver, Canada Area Details
Frank Yuen, CGA, CFA's Qtrade Financial Group Experience July 2014 - Present
Job Assistant Controller at Qtrade Financial Group
Industry Financial Services
Experience
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)

Charles Kiley Charles Kiley Mountainside, New Jersey Details
Charles Kiley's Qtrade Financial Group Experience April 2002 - September 2003
Job President
Industry Financial Services
Experience
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

Stephen Brode Stephen Brode Ottawa, Canada Area Details
Stephen Brode's Qtrade Financial Group Experience May 2010 - May 2011
Job Regional Vice President/TCE Specialist
Industry Financial Services
Experience
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

Mark Igonia Mark Igonia Vancouver, Canada Area Details
Mark Igonia's Qtrade Financial Group Experience March 2011 - September 2011
Job Ticket Broker at Mark Igonia Ticket Broker
Industry Government Relations
Experience
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

Pietro Tallarico Pietro Tallarico Vancouver, Canada Area Details
Pietro Tallarico's Qtrade Financial Group Experience September 2012 - July 2013
Job Accounting Student
Industry Financial Services
Experience
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

Ron Cann Ron Cann Vancouver, Canada Area Details
Ron Cann's Qtrade Financial Group Experience May 2012 - July 2015
Job Senior Vice President, Products and Qualitative Solutions at Insights West
Industry Marketing and Advertising
Experience
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

Danielle Ling Danielle Ling Vancouver, Canada Area Details
Danielle Ling's Qtrade Financial Group Experience August 2015 - Present
Job BA, PDP, BC Certified Teacher, Simon Fraser University
Industry Education Management
Experience
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

Frederick M. Pinto, CFA Frederick M. Pinto, CFA Toronto, Canada Area Details
Frederick M. Pinto, CFA's Qtrade Financial Group Experience January 2015 - Present
Job SVP, Head of Wealth and Asset Management and CEO, OceanRock Investments Inc. at Qtrade Financial Group
Industry Financial Services
Experience
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

Chris Du Chris Du Vancouver, Canada Area Details
Chris Du's Qtrade Financial Group Experience November 2014 - December 2014
Job Data Center Solutions Architect at Boardwalk Communications
Industry Information Technology and Services
Experience
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 David Sotvedt Vancouver, Canada Area Details
David Sotvedt's Qtrade Financial Group Experience 2013 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
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

Catherine Wood, MBA, MISt., ICD.D Catherine Wood, MBA, MISt., ICD.D Toronto, Canada Area Details
Catherine Wood, MBA, MISt., ICD.D's Qtrade Financial Group Experience January 2015 - Present
Job
Industry Financial Services
Experience
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

Jean Paul Matias Jean Paul Matias Vancouver, Canada Area Details
Jean Paul Matias's Qtrade Financial Group Experience April 2010 - Present
Job Vice President, Institutional Services at Qtrade Financial Group
Industry Financial Services
Experience
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

Manmeet Bhatia Manmeet Bhatia Vancouver, Canada Area Details
Manmeet Bhatia's Qtrade Financial Group Experience October 2004 - Present
Job Chief Investment Officer at Qtrade Financial Group
Industry Financial Services
Experience
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

Calvin MacInnis Calvin MacInnis Vancouver, Canada Area Details
Calvin MacInnis's Qtrade Financial Group Experience May 2004 - January 2012
Job President of Direct Investing Canada at TD Bank
Industry Financial Services
Experience
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

Bruce Jung Bruce Jung Vancouver, Canada Area Details
Bruce Jung's Qtrade Financial Group Experience April 2008 - August 2011
Job Manager, Investment Operations
Industry Investment Management
Experience
Coast Capital Savings  August 2011 - Present
Qtrade Financial Group   April 2008 - August 2011
Nicola Wealth Management  September 2004 - April 2008
Credential Securities Inc.   April 1998 - April 2004
Majendie Securities Ltd.   April 1986 - April 1998

Skills
Asset Management, Mutual Funds, Investments, Wealth Management, Portfolio Management, Securities, Risk Management, Business Processing, Relationship Management, Team Leadership, People Management

Education
British Columbia Institute of Technology   1980 — 1982
Building Management - Economic Major

Kristin Kotze Kristin Kotze Vancouver, Canada Area Details
Kristin Kotze's Qtrade Financial Group Experience February 2008 - March 2012
Job Chartered Accountant
Industry Accounting
Experience
Qtrade Financial Group   February 2008 - March 2012

Education
Simon Fraser University

Shelley Whitney Shelley Whitney Vancouver, Canada Area Details
Shelley Whitney's Qtrade Financial Group Experience February 2015 - Present
Job VP Compliance at Qtrade Financial Group
Industry Investment Banking
Experience
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

Poonam Kaler, CFP Poonam Kaler, CFP Vancouver, Canada Area Details
Poonam Kaler, CFP's Qtrade Financial Group Experience February 2015 - Present
Job Senior Compliance Officer at Qtrade Financial Group
Industry Financial Services
Experience
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

Jerry Hsiu Jerry Hsiu Vancouver, Canada Area Details
Jerry Hsiu's Qtrade Financial Group Experience September 2009 - December 2010
Job Senior Financial Analyst at Intracorp Projects Ltd
Industry Financial Services
Experience
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

William Shen William Shen Vancouver, Canada Area Details
William Shen's Qtrade Financial Group Experience 2011 - Present
Job Computer Software Professional
Industry Computer Software
Experience
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

Alexander Albrecht Alexander Albrecht Vancouver, Canada Area Details
Alexander Albrecht's Qtrade Financial Group Experience 2011 - Present
Job Investment Advisor at Qtrade Financial Group
Industry Investment Management
Experience
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

James Pargiter James Pargiter Vancouver, Canada Area Details
James Pargiter's Qtrade Financial Group Experience April 2004 - March 2015
Job Senior Developer
Industry Financial Services
Experience
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

Wanda Frisk Wanda Frisk Vancouver, Canada Area Details
Wanda Frisk's Qtrade Financial Group Experience October 2013 - Present
Job Vice President, Partner Relations at Qtrade Financial Group
Industry Financial Services
Experience
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

Pooja Wallia Pooja Wallia Vancouver, Canada Area Details
Pooja Wallia's Qtrade Financial Group Experience October 2006 - April 2014
Job Client Relationship Manager at GreatWest Life
Industry Financial Services
Experience
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

Jane Fan, CFA, CFP Jane Fan, CFA, CFP Vancouver, Canada Area Details
Jane Fan, CFA, CFP's Qtrade Financial Group Experience August 2011 - April 2013
Job Experienced Financial Planner
Industry Financial Services
Experience
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

Stella Yeung Stella Yeung Vancouver, Canada Area Details
Stella Yeung's Qtrade Financial Group Experience May 2011 - September 2015
Job Business Solutions Analyst at The University of British Columbia
Industry Information Technology and Services
Experience
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

Tony Barbaro Tony Barbaro Vancouver, Canada Area Details
Tony Barbaro's Qtrade Financial Group Experience
Job Trading Manager at Qtrade Financial Group
Industry Financial Services
Experience
Qtrade Financial Group  

Education
The University of British Columbia   1990 — 1994
Bachelor of Commerce (B.Com.)

Sorcha MacDonald Sorcha MacDonald Vancouver, Canada Area Details
Sorcha MacDonald's Qtrade Financial Group Experience July 2012 - Present
Job Business Analyst at Qtrade Financial Group
Industry Investment Management
Experience
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

Coleen Yoon Coleen Yoon Vancouver, Canada Area Details
Coleen Yoon's Qtrade Financial Group Experience June 2013 - August 2013
Job IPP Accountant at Anthem Properties Group
Industry Accounting
Experience
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

Elizabeth Sit Elizabeth Sit Vancouver, Canada Area Details
Elizabeth Sit's Qtrade Financial Group Experience July 2011 - April 2012
Job BBA Graduate pursuing a career in HR
Industry Human Resources
Experience
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