Quadrus Investment Services Ltd.
Description
Address: 255 Dufferin Ave, London, ON N6A 4K1, Canada Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–4:30PMTuesday8AM–4:30PMWednesday8AM–4:30PMThursday8AM–4:30PMFriday8AM–4:30PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Province: Ontario Phone: (888) 532-3322Place name: : : Website: : : : Category: : Website: http://www.quadrusinvestmentservices.com/ 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 (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Quadrus Investment Service Ltd Posting publicly on the Web Write a review Reviews 5 Google reviews From Quadrus Investment Service Ltd "Quadrus Investment Services Ltd. is one of the largest mutual fund dealers in Canada, and the exclusive dealer for the Quadrus Group of Funds. Quadrus is a member of the Great-West Lifeco Inc. group of companies, which includes The Great-West Life...More "Quadrus Investment Services Ltd. is one of the largest mutual fund dealers in Canada, and the exclusive dealer for the Quadrus Group of Funds. Quadrus is a member of the Great-West Lifeco Inc. group of companies, which includes The Great-West Life Assurance Company, London Life Insurance Company and the Canada Life Assurance Company. Les Services d’investissement Quadrus ltée sont l’un des plus importants courtiers en épargne collective au Canada, ainsi que le courtier exclusif de la Gamme de fonds Quadrus. Quadrus est membre du groupe de sociétés de Great-West Lifeco Inc., qui comprend La Great-West, compagnie d’assurance-vie, la London Life, Compagnie d’Assurance-Vie et La Compagnie d’Assurance du Canada sur la Vie."
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Quadrus Investment Services Ltd. Employees
Employee
Years
Job
Industry
Jay Jo Jay Jo's Quadrus Investment Services Ltd. Experience April 2013 - October 2013
Job Finance Assistant at S.U.C.C.E.S.S.
Industry Accounting
Experience
S.U.C.C.E.S.S. September 2015 - Present
J.Y.Kim & Associates Inc. August 2014 - August 2015
Quadrus Investment Services Ltd. April 2013 - October 2013
Freedom 55 Financial April 2013 - October 2013
Global Financial January 2013 - April 2013
Skills
Chartered Financial..., Finance, Accounting, Economics, Investments, Risk Management, Insurance, Financial Services, Portfolio Management, Strategic Financial..., Asset Management, Financial Modeling, Financial Advisory, Retirement Planning
Education
The University of British Columbia 2014 — 2014
Sauder School of Business, Diploma in Accounting Program
Simon Fraser University 2010 — 2012
Bachelor of Arts (B.A.), Economics
Douglas College 2008 — 2009
Business & Commerce
S.U.C.C.E.S.S. September 2015 - Present
J.Y.Kim & Associates Inc. August 2014 - August 2015
Quadrus Investment Services Ltd. April 2013 - October 2013
Freedom 55 Financial April 2013 - October 2013
Global Financial January 2013 - April 2013
Skills
Chartered Financial..., Finance, Accounting, Economics, Investments, Risk Management, Insurance, Financial Services, Portfolio Management, Strategic Financial..., Asset Management, Financial Modeling, Financial Advisory, Retirement Planning
Education
The University of British Columbia 2014 — 2014
Sauder School of Business, Diploma in Accounting Program
Simon Fraser University 2010 — 2012
Bachelor of Arts (B.A.), Economics
Douglas College 2008 — 2009
Business & Commerce
Chris J Anderson B.Ed, B.Sc, CHS, CFP® Chris J Anderson B.Ed, B.Sc, CHS, CFP®'s Quadrus Investment Services Ltd. Experience October 2007 - Present
Job Your Goals & Dreams, Our advice, TOGETHER..Your Plan
Industry Financial Services
Experience
Lavoro Financial Group Ltd. March 2014 - Present
Quadrus Investment Services Ltd. October 2007 - Present
Freedom 55 Financial December 2012 - February 2014
Freedom 55 Financial October 2007 - December 2012
Buckman Laboratories 2000 - 2007
Abitibi 2000 - 2005
Skills
Business Strategy, Business Process..., Training, Coaching, Employee Engagement, Employee Benefits, Human Resources, Continuous Improvement, Financial Advisory, Retirement Planning, Investments, Risk Management, Asset Management, Estate Planning, Financial Planning, Insurance Planning, Wealth Management, Strategic Financial..., Mutual Funds, Insurance, Retirement, Financial Services, Life Insurance, Investment Strategies, Disability Insurance, Term Life Insurance, Segregated Funds, Wealth Accumulation, Pensions, Fixed Annuities, Investment Advisory, Health Insurance, Personal Financial..., Retirement Savings, Group Benefits, Financial Advice, Wealth, Income Protection, Multi-generational..., Critical Illness, Personal Finance, Group Benefit Plans, Buy-sell Agreements, Wealth Transfer, Risk, Retirement Income..., Financial Risk
Education
University of Saskatchewan 1991 — 1996
B.Sc, Chemistry
University of Saskatchewan 1991 — 1996
B.Ed, Education
Carlton Comprehensive High School 1988 — 1991
Lavoro Financial Group Ltd. March 2014 - Present
Quadrus Investment Services Ltd. October 2007 - Present
Freedom 55 Financial December 2012 - February 2014
Freedom 55 Financial October 2007 - December 2012
Buckman Laboratories 2000 - 2007
Abitibi 2000 - 2005
Skills
Business Strategy, Business Process..., Training, Coaching, Employee Engagement, Employee Benefits, Human Resources, Continuous Improvement, Financial Advisory, Retirement Planning, Investments, Risk Management, Asset Management, Estate Planning, Financial Planning, Insurance Planning, Wealth Management, Strategic Financial..., Mutual Funds, Insurance, Retirement, Financial Services, Life Insurance, Investment Strategies, Disability Insurance, Term Life Insurance, Segregated Funds, Wealth Accumulation, Pensions, Fixed Annuities, Investment Advisory, Health Insurance, Personal Financial..., Retirement Savings, Group Benefits, Financial Advice, Wealth, Income Protection, Multi-generational..., Critical Illness, Personal Finance, Group Benefit Plans, Buy-sell Agreements, Wealth Transfer, Risk, Retirement Income..., Financial Risk
Education
University of Saskatchewan 1991 — 1996
B.Sc, Chemistry
University of Saskatchewan 1991 — 1996
B.Ed, Education
Carlton Comprehensive High School 1988 — 1991
Steven Corsi Steven Corsi's Quadrus Investment Services Ltd. Experience October 2004 - 2010
Job Financial Advisor at Manulife Securities
Industry Financial Services
Experience
Manulife Securities August 2010 - Present
Quadrus Investment Services Ltd. October 2004 - 2010
RBC October 2000 - May 2004
Skills
Capital Markets, Wealth Management, Business Development, Banking, Investments, Finance, Mutual Funds, Strategic Financial..., Retirement Planning, Securities, Investment Advisory, Insurance, Portfolio Management, Retirement, Investment Strategies, Asset Allocation, Financial Services, Asset Management, Financial Advisory
Education
Concordia University 2000 — 2003
Bachelor's degree, International Relations and Affairs
York University 1997 — 2000
Economics
Manulife Securities August 2010 - Present
Quadrus Investment Services Ltd. October 2004 - 2010
RBC October 2000 - May 2004
Skills
Capital Markets, Wealth Management, Business Development, Banking, Investments, Finance, Mutual Funds, Strategic Financial..., Retirement Planning, Securities, Investment Advisory, Insurance, Portfolio Management, Retirement, Investment Strategies, Asset Allocation, Financial Services, Asset Management, Financial Advisory
Education
Concordia University 2000 — 2003
Bachelor's degree, International Relations and Affairs
York University 1997 — 2000
Economics
Richard Bank, CFP Richard Bank, CFP's Quadrus Investment Services Ltd. Experience October 2010 - March 2011
Job Sales Assistant at TD Wealth Management
Industry Financial Services
Experience
TD March 2014 - Present
TFB Financial March 2011 - March 2014
Investia Financial Services Inc. March 2011 - March 2013
Quadrus Investment Services Ltd. October 2010 - March 2011
Freedom 55 Financial October 2010 - March 2011
Skills
Disability Insurance, Critical Illness, Segregated Funds, Employee Benefits, Mutual Funds, Pensions, Investments, Term Life Insurance, Universal Life, RRSP, Securities, RESP, TFSA, Group Insurance, Financial Services, Sales, Finance, Wealth Management, Life Insurance
Education
George Brown College 2013 — 2013
Financial Planning Post Graduation
Huron University College 2004 — 2008
B.A., Political Science
TD March 2014 - Present
TFB Financial March 2011 - March 2014
Investia Financial Services Inc. March 2011 - March 2013
Quadrus Investment Services Ltd. October 2010 - March 2011
Freedom 55 Financial October 2010 - March 2011
Skills
Disability Insurance, Critical Illness, Segregated Funds, Employee Benefits, Mutual Funds, Pensions, Investments, Term Life Insurance, Universal Life, RRSP, Securities, RESP, TFSA, Group Insurance, Financial Services, Sales, Finance, Wealth Management, Life Insurance
Education
George Brown College 2013 — 2013
Financial Planning Post Graduation
Huron University College 2004 — 2008
B.A., Political Science
Robert (Matt) Lederman Robert (Matt) Lederman's Quadrus Investment Services Ltd. Experience November 2013 - Present
Job Growth and protection of wealth for families and businesses
Industry Financial Services
Experience
Quadrus Investment Services Ltd. November 2013 - Present
Freedom 55 Financial October 2013 - Present
GHY International May 2011 - April 2012
Indigenous Health Group June 2009 - April 2011
Skills
Retirement Planning, Mutual Funds, Critical Illness, Wealth Management, Strategic Financial..., Disability Insurance, Estate Planning, Investments, Life Insurance, Financial Planners, Wealth Accumulation, Wealth, Mortgage Lending, Finance, Employee Benefits, Microsoft Excel, Financial Planning, Financial Services
Education
University of Manitoba 2008 — 2012
Bachelor of Commerce (B.Com. Honours), Marketing/Marketing Management, General
Saint John's Ravenscourt 1995 — 2007
High School
Quadrus Investment Services Ltd. November 2013 - Present
Freedom 55 Financial October 2013 - Present
GHY International May 2011 - April 2012
Indigenous Health Group June 2009 - April 2011
Skills
Retirement Planning, Mutual Funds, Critical Illness, Wealth Management, Strategic Financial..., Disability Insurance, Estate Planning, Investments, Life Insurance, Financial Planners, Wealth Accumulation, Wealth, Mortgage Lending, Finance, Employee Benefits, Microsoft Excel, Financial Planning, Financial Services
Education
University of Manitoba 2008 — 2012
Bachelor of Commerce (B.Com. Honours), Marketing/Marketing Management, General
Saint John's Ravenscourt 1995 — 2007
High School
Xiao(Sherry) Li Xiao(Sherry) Li's Quadrus Investment Services Ltd. Experience May 2010 - Present
Job Financial Security Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial May 2010 - Present
Quadrus Investment Services Ltd. May 2010 - Present
Education
Huazhong Normal University 1987 — 1991
Bachelor of Mathematics, Mathematics
Freedom 55 Financial May 2010 - Present
Quadrus Investment Services Ltd. May 2010 - Present
Education
Huazhong Normal University 1987 — 1991
Bachelor of Mathematics, Mathematics
Punita Bansal CHS, CFP Punita Bansal CHS, CFP's Quadrus Investment Services Ltd. Experience 2009 - Present
Job Wealth and Estate Planning Specialist for professionals, business owners, doctors and dentists
Industry Financial Services
Experience
Freedom 55 Financial 2009 - Present
Quadrus Investment Services Ltd. 2009 - Present
FreeMarkets Inc. / Ariba Inc. 2001 - 2004
Wal-Mart Canada 1997 - 1998
Skills
Strategic Financial..., Retirement Planning, Risk Management, Investment Planning, Estate Planning, Income Protection, Succession Planning, Employee Benefits, Critical Illness, Disability Insurance, Pension Plans, Life Insurance, Insurance, Investments, Investment Strategies, Financial Planners, Retirement, Segregated Funds, Pension Funds, Wealth Management, Management, Leadership
Education
FSCO-Financial Services Commission of Ontario 2009 — 2009
LLQP, Life Insurance
IFIC-Investment Fund Institute of Canada 2009 — 2009
CIFC, Mutual Funds
Bangalore University
BA, Industrial Psychology
Freedom 55 Financial 2009 - Present
Quadrus Investment Services Ltd. 2009 - Present
FreeMarkets Inc. / Ariba Inc. 2001 - 2004
Wal-Mart Canada 1997 - 1998
Skills
Strategic Financial..., Retirement Planning, Risk Management, Investment Planning, Estate Planning, Income Protection, Succession Planning, Employee Benefits, Critical Illness, Disability Insurance, Pension Plans, Life Insurance, Insurance, Investments, Investment Strategies, Financial Planners, Retirement, Segregated Funds, Pension Funds, Wealth Management, Management, Leadership
Education
FSCO-Financial Services Commission of Ontario 2009 — 2009
LLQP, Life Insurance
IFIC-Investment Fund Institute of Canada 2009 — 2009
CIFC, Mutual Funds
Bangalore University
BA, Industrial Psychology
Greg T. Nelson Greg T. Nelson's Quadrus Investment Services Ltd. Experience March 2011 - Present
Job Financial Security Advisor at Freedom 55 Financial
Industry Financial Services
Experience
Quadrus Investment Services Ltd. March 2011 - Present
Freedom 55 Financial March 2011 - Present
Freedom 55 Financial March 2011 - Present
NYL Media January 2010 - May 2011
CIBC April 2010 - November 2010
CIBC May 2010 - October 2010
Skills
Developing and nuturing...
Education
Investment Funds Institute 2009 — 2010
Investment Funds License, Mutual Funds
Mohawk College 2008 — 2010
Diploma, Financial Planning and Wealth Management
Mohawk College School of Business 2008 — 2010
College degree, Financial Services
Quadrus Investment Services Ltd. March 2011 - Present
Freedom 55 Financial March 2011 - Present
Freedom 55 Financial March 2011 - Present
NYL Media January 2010 - May 2011
CIBC April 2010 - November 2010
CIBC May 2010 - October 2010
Skills
Developing and nuturing...
Education
Investment Funds Institute 2009 — 2010
Investment Funds License, Mutual Funds
Mohawk College 2008 — 2010
Diploma, Financial Planning and Wealth Management
Mohawk College School of Business 2008 — 2010
College degree, Financial Services
Bob Telford Bob Telford's Quadrus Investment Services Ltd. Experience May 2009 - Present
Job Financial Security Advisor at Freedom 55 Financial, A Division of London Life Insurance
Industry Marketing and Advertising
Experience
Freedom 55 Financial May 2009 - Present
Quadrus Investment Services Ltd. May 2009 - Present
Business Information Group March 1999 - February 2009
York Regional Condominium Corporation January 1997 - January 2004
Newmarket Action Committee January 2001 - January 2003
Canadian Plastics Magazine January 1999 - January 2003
Ampak Distribution Inc January 1986 - January 1999
Skills
Critical Illness, Segregated Funds, Risk Mitigation, Retirement, Wealth, Mutual Funds, Insurance, Employee Benefits, Advertising, Insurance Planning, Disability Insurance, Retirement Planning, Wealth Accumulation, Term Life Insurance, Wealth Transfer, Annuities, Financial Planning, Estate Planning, Long Term Care, Wealth Management, Savings, Group Benefits, Investments, Health Insurance, Pensions, Money, Mortgage, Small Business, Retirement Income..., Financial Advisory, Financial Advice, Investment Advisory, Portfolio Management, Retirement Savings, Asset Management, Succession Planning, Business Planning, Risk Management, Investment Strategies, Asset Allocation, Strategic Planning, Income Protection, Personal Finance, Financial Analysis, Customer Relations, RDSP, Registered disability..., Customer Service, Financial Services, Strategic Financial...
Education
Canadian Securities Institute 2010 — 2010
Canadian Securities Course
Investment Funds Institute of Canada 2009 — 2009
Mutual Funds, Financial Markets
Life Licence Qualifications Program (LLPQ) 2009 — 2009
Life Insurance
Seneca College of Applied Arts and Technology 1982 — 1985
Diploma, International Business Studies
Freedom 55 Financial May 2009 - Present
Quadrus Investment Services Ltd. May 2009 - Present
Business Information Group March 1999 - February 2009
York Regional Condominium Corporation January 1997 - January 2004
Newmarket Action Committee January 2001 - January 2003
Canadian Plastics Magazine January 1999 - January 2003
Ampak Distribution Inc January 1986 - January 1999
Skills
Critical Illness, Segregated Funds, Risk Mitigation, Retirement, Wealth, Mutual Funds, Insurance, Employee Benefits, Advertising, Insurance Planning, Disability Insurance, Retirement Planning, Wealth Accumulation, Term Life Insurance, Wealth Transfer, Annuities, Financial Planning, Estate Planning, Long Term Care, Wealth Management, Savings, Group Benefits, Investments, Health Insurance, Pensions, Money, Mortgage, Small Business, Retirement Income..., Financial Advisory, Financial Advice, Investment Advisory, Portfolio Management, Retirement Savings, Asset Management, Succession Planning, Business Planning, Risk Management, Investment Strategies, Asset Allocation, Strategic Planning, Income Protection, Personal Finance, Financial Analysis, Customer Relations, RDSP, Registered disability..., Customer Service, Financial Services, Strategic Financial...
Education
Canadian Securities Institute 2010 — 2010
Canadian Securities Course
Investment Funds Institute of Canada 2009 — 2009
Mutual Funds, Financial Markets
Life Licence Qualifications Program (LLPQ) 2009 — 2009
Life Insurance
Seneca College of Applied Arts and Technology 1982 — 1985
Diploma, International Business Studies
Reg Hill, B.Sc, CLU Reg Hill, B.Sc, CLU's Quadrus Investment Services Ltd. Experience July 2008 - Present
Job Building the Future
Industry Financial Services
Experience
Freedom 55 Financial July 2008 - Present
Quadrus Investment Services Ltd. July 2008 - Present
Freedom 55 Financial December 1999 - June 2008
Freedom 55 Financial July 1995 - November 1999
Freedom 55 Financial September 1990 - July 1995
Skills
Estate Planning, Coaching, Financial Planning, Compliance, Disability Insurance, Wealth Creation, Strategic Financial..., Wealth, Segregated Funds, Term Life Insurance, Long Term Care Insurance, Succession Planning, Mutual Funds, Underwriting, Whole Life
Education
The University of Lethbridge 1983 — 1988
Bachelor of Science (B.Sc.), Psychology
The University of Lethbridge 1983 — 1987
B.Sc, Neuropsychology
Freedom 55 Financial July 2008 - Present
Quadrus Investment Services Ltd. July 2008 - Present
Freedom 55 Financial December 1999 - June 2008
Freedom 55 Financial July 1995 - November 1999
Freedom 55 Financial September 1990 - July 1995
Skills
Estate Planning, Coaching, Financial Planning, Compliance, Disability Insurance, Wealth Creation, Strategic Financial..., Wealth, Segregated Funds, Term Life Insurance, Long Term Care Insurance, Succession Planning, Mutual Funds, Underwriting, Whole Life
Education
The University of Lethbridge 1983 — 1988
Bachelor of Science (B.Sc.), Psychology
The University of Lethbridge 1983 — 1987
B.Sc, Neuropsychology
Navid Mehrjoo, Ph.D. Navid Mehrjoo, Ph.D.'s Quadrus Investment Services Ltd. Experience May 2015 - Present
Job Analyst, Investments Representative and Financial Security Advisor
Industry Financial Services
Experience
Freedom 55 Financial - London Life Insurance Company May 2015 - Present
Quadrus Investment Services Ltd. May 2015 - Present
Shockwave Physics Group December 2014 - May 2015
Combustion and Energy Systems Research Group / Concordia University September 2011 - December 2014
McGill University January 2009 - September 2011
Iran Apron Company September 2004 - November 2008
Amirkabir University of Technology September 2001 - March 2004
Skills
Segregated Funds, Mutual Funds, Life Insurance, Investments, Securities, Disability Insurance, Financial Services, Simulations, Investment Management, Risk Management, LaTeX, Physics, Mathematical Modeling, Matlab, Fluid Dynamics, Fortran, Numerical Analysis, Gas Dynamics, Detonation Dynamics, Shock Wave Physics, Pulse Detonation..., Combustion, Smoke-Foil Technique, PIV Technique, Energy, R&D, Schlieren Setup and..., Optimization, Space Flight Mechanics..., Data Analysis, Analytical Skills, Microsoft Office, Tecplot, Shock Wave, Blast Wave, Financial Planning
Education
Investment Funds Institute of Canada (IFIC)
Canadian Investment Funds Course (CIFC), Mutual Funds
Autorité des Marchés Financiers (AMF)
LLQP (Life License Qualification Program)
Concordia University
Doctor of Philosophy (Ph.D.), Mechanical Engineering
Amirkabir University of Technology - Tehran Polytechnic
Master of Science (M.Sc.), Plasma and High-Temperature Physics
Shiraz University
Bachelor of Science (B.Sc.), Physics
Freedom 55 Financial - London Life Insurance Company May 2015 - Present
Quadrus Investment Services Ltd. May 2015 - Present
Shockwave Physics Group December 2014 - May 2015
Combustion and Energy Systems Research Group / Concordia University September 2011 - December 2014
McGill University January 2009 - September 2011
Iran Apron Company September 2004 - November 2008
Amirkabir University of Technology September 2001 - March 2004
Skills
Segregated Funds, Mutual Funds, Life Insurance, Investments, Securities, Disability Insurance, Financial Services, Simulations, Investment Management, Risk Management, LaTeX, Physics, Mathematical Modeling, Matlab, Fluid Dynamics, Fortran, Numerical Analysis, Gas Dynamics, Detonation Dynamics, Shock Wave Physics, Pulse Detonation..., Combustion, Smoke-Foil Technique, PIV Technique, Energy, R&D, Schlieren Setup and..., Optimization, Space Flight Mechanics..., Data Analysis, Analytical Skills, Microsoft Office, Tecplot, Shock Wave, Blast Wave, Financial Planning
Education
Investment Funds Institute of Canada (IFIC)
Canadian Investment Funds Course (CIFC), Mutual Funds
Autorité des Marchés Financiers (AMF)
LLQP (Life License Qualification Program)
Concordia University
Doctor of Philosophy (Ph.D.), Mechanical Engineering
Amirkabir University of Technology - Tehran Polytechnic
Master of Science (M.Sc.), Plasma and High-Temperature Physics
Shiraz University
Bachelor of Science (B.Sc.), Physics
Brandon Eyre Brandon Eyre's Quadrus Investment Services Ltd. Experience July 2014 - Present
Job Providing a clear understanding for a client's financial goals and dreams
Industry Financial Services
Experience
Quadrus Investment Services Ltd. July 2014 - Present
Freedom 55 Financial July 2014 - Present
Advocis July 2014 - Present
Skills
Strategic Financial..., Financial Services, Financial Risk, Life Insurance, Property & Casualty..., Disability Insurance, Mutual Funds, Segregated Funds, Customer Service, Investments, Estate Planning, Tax Evasion, Marketing, Sales, Sales Presentations, People Skills, Social Media Marketing, Merchandising, Fashion, Visual Merchandising, Retail, Social Networking, Microsoft Word, Microsoft Office, Teamwork, Financial Planning, Microsoft Excel, PowerPoint, Social Media
Education
Mohawk College 2012 — 2014
Diploma, Marketing
Brantford Collegiate Institute
Quadrus Investment Services Ltd. July 2014 - Present
Freedom 55 Financial July 2014 - Present
Advocis July 2014 - Present
Skills
Strategic Financial..., Financial Services, Financial Risk, Life Insurance, Property & Casualty..., Disability Insurance, Mutual Funds, Segregated Funds, Customer Service, Investments, Estate Planning, Tax Evasion, Marketing, Sales, Sales Presentations, People Skills, Social Media Marketing, Merchandising, Fashion, Visual Merchandising, Retail, Social Networking, Microsoft Word, Microsoft Office, Teamwork, Financial Planning, Microsoft Excel, PowerPoint, Social Media
Education
Mohawk College 2012 — 2014
Diploma, Marketing
Brantford Collegiate Institute
Minh Anh (Michael) Nguyen Minh Anh (Michael) Nguyen's Quadrus Investment Services Ltd. Experience July 2012 - Present
Job Financial Security Advisor
Industry Financial Services
Experience
Freedom 55 Financial July 2012 - Present
Quadrus Investment Services Ltd. July 2012 - Present
Skills
Finance, Retirement Planning, Portfolio Management, Employee Benefits, Investments, Sales, Disability Insurance, Mutual Funds, Customer Service, Financial Analysis, RRSP, Life Insurance, Critical Illness..., RESP, Microsoft Office
Education
John Molson School of Business, Concordia University 2008 — 2011
Bachelor of Commerce, Human Resources Management, Finance Minor Completed 2011
McGill University 2007 — 2008
Certificate, Management
Freedom 55 Financial July 2012 - Present
Quadrus Investment Services Ltd. July 2012 - Present
Skills
Finance, Retirement Planning, Portfolio Management, Employee Benefits, Investments, Sales, Disability Insurance, Mutual Funds, Customer Service, Financial Analysis, RRSP, Life Insurance, Critical Illness..., RESP, Microsoft Office
Education
John Molson School of Business, Concordia University 2008 — 2011
Bachelor of Commerce, Human Resources Management, Finance Minor Completed 2011
McGill University 2007 — 2008
Certificate, Management
Eric Martineau's Quadrus Investment Services Ltd. Experience January 2013 - Present
Job Lecturer at LaSalle College
Industry Marketing and Advertising
Experience
Quadrus Investment Services Ltd. January 2013 - Present
Concordia University - John Molson School of Business July 2013 - Present
Lavacar March 2011 - August 2014
Concordia University - John Molson School of Business August 2012 - May 2013
Graduate Students Association (GSA) May 2011 - June 2012
Concordia University - John Molson School of Business September 2010 - April 2012
Style & Conscience March 2011 - December 2011
YourLinkNetwork February 2011 - April 2011
REFAEC April 2010 - April 2011
Applewod Consulting 2010 - 2011
Skills
Netnography, Qualitative Research, Entrepreneurship, Crowdsourcing, Online Marketing, Social Media, Teaching, SEO, Marketing Research, Public Speaking, Event Management, Market Analysis, Digital Marketing, Marketing, Marketing Communications, Advertising, Research, Social Networking, Event Planning, Competitive Analysis, SEM, Social Media Marketing, Blogging, Teamwork, Team Leadership, Sales, Investments, Personal Financial..., Insurance, Group Insurance, Disability Insurance, Life Insurance, Permanent Life Insurance, Key Person Insurance, Business Overhead..., Business Coaching, Market Research, Time Management, Start-ups, Fundraising, Google Analytics, Marketing Strategy, Web Analytics, French, Google Adwords, Marketing Management, Online Advertising, Integrated Marketing
Education
Concordia University 2010 — 2012
MSc, Marketing
Concordia University 2009 — 2011
Certificate, Web Design
Concordia University 2006 — 2010
B.Comm, Marketing, Economics
Quadrus Investment Services Ltd. January 2013 - Present
Concordia University - John Molson School of Business July 2013 - Present
Lavacar March 2011 - August 2014
Concordia University - John Molson School of Business August 2012 - May 2013
Graduate Students Association (GSA) May 2011 - June 2012
Concordia University - John Molson School of Business September 2010 - April 2012
Style & Conscience March 2011 - December 2011
YourLinkNetwork February 2011 - April 2011
REFAEC April 2010 - April 2011
Applewod Consulting 2010 - 2011
Skills
Netnography, Qualitative Research, Entrepreneurship, Crowdsourcing, Online Marketing, Social Media, Teaching, SEO, Marketing Research, Public Speaking, Event Management, Market Analysis, Digital Marketing, Marketing, Marketing Communications, Advertising, Research, Social Networking, Event Planning, Competitive Analysis, SEM, Social Media Marketing, Blogging, Teamwork, Team Leadership, Sales, Investments, Personal Financial..., Insurance, Group Insurance, Disability Insurance, Life Insurance, Permanent Life Insurance, Key Person Insurance, Business Overhead..., Business Coaching, Market Research, Time Management, Start-ups, Fundraising, Google Analytics, Marketing Strategy, Web Analytics, French, Google Adwords, Marketing Management, Online Advertising, Integrated Marketing
Education
Concordia University 2010 — 2012
MSc, Marketing
Concordia University 2009 — 2011
Certificate, Web Design
Concordia University 2006 — 2010
B.Comm, Marketing, Economics
Jeff Yavis Jeff Yavis's Quadrus Investment Services Ltd. Experience October 2008 - Present
Job Financial Security Advisor at McArthur Financial Services Ltd.
Industry Financial Services
Experience
McArthur Financial Services May 2011 - Present
Quadrus Investment Services Ltd. October 2008 - Present
Freedom 55 Financial September 2008 - May 2011
HED Insurance and Risk Services 2006 - 2008
idc communications 2003 - 2006
Skills
Disability Insurance, Retirement Planning, Wealth Management, Insurance Planning, Financial Planners, Investments, Finance, Life Insurance, Critical Illness, Retirement, Risk Management, Mutual Funds, Wealth, Investment Strategies, Strategic Financial..., Estate Planning
Education
University of Manitoba 2001 — 2006
B. Comm. (Hons.)
McArthur Financial Services May 2011 - Present
Quadrus Investment Services Ltd. October 2008 - Present
Freedom 55 Financial September 2008 - May 2011
HED Insurance and Risk Services 2006 - 2008
idc communications 2003 - 2006
Skills
Disability Insurance, Retirement Planning, Wealth Management, Insurance Planning, Financial Planners, Investments, Finance, Life Insurance, Critical Illness, Retirement, Risk Management, Mutual Funds, Wealth, Investment Strategies, Strategic Financial..., Estate Planning
Education
University of Manitoba 2001 — 2006
B. Comm. (Hons.)
Gordon He's Quadrus Investment Services Ltd. Experience March 2007 - Present
Job Investment | Insurance Planning | Wealth & Risk management | Retirement & Estate planning
Industry Financial Services
Experience
Quadrus Investment Services Ltd. March 2007 - Present
Freedom 55 Financial 2007 - Present
Beauhorse Professional Translation Ltd. May 2003 - May 2004
Skills
Financial Planning, Investment Advisory, Direct Sales, Language Skills, Investments, Estate Planning, Wealth, Personal Finance, Retirement, Mutual Funds, Investment Strategies, Wealth Management, Financial Advisory, Financial Planners, Financial Risk, Risk Management, Portfolio Management, Financial Analysis, Retirement Planning, Securities, Insurance, Asset Managment, Finance, Options, Critical Illness, Mortgage Lending, Asset Allocation, Retirement Savings, Strategic Financial...
Education
Brock University 2004 — 2006
BBA, Business Administration, Finance
Quadrus Investment Services Ltd. March 2007 - Present
Freedom 55 Financial 2007 - Present
Beauhorse Professional Translation Ltd. May 2003 - May 2004
Skills
Financial Planning, Investment Advisory, Direct Sales, Language Skills, Investments, Estate Planning, Wealth, Personal Finance, Retirement, Mutual Funds, Investment Strategies, Wealth Management, Financial Advisory, Financial Planners, Financial Risk, Risk Management, Portfolio Management, Financial Analysis, Retirement Planning, Securities, Insurance, Asset Managment, Finance, Options, Critical Illness, Mortgage Lending, Asset Allocation, Retirement Savings, Strategic Financial...
Education
Brock University 2004 — 2006
BBA, Business Administration, Finance
Chris Renzella Chris Renzella's Quadrus Investment Services Ltd. Experience July 2014 - January 2015
Job Helping you achieve your goals
Industry Insurance
Experience
Desjardins February 2015 - Present
Freedom 55 Financial July 2014 - January 2015
Quadrus Investment Services Ltd. July 2014 - January 2015
Advocis July 2014 - January 2015
CIBC January 2012 - June 2014
RBC November 2007 - December 2011
RBC 2006 - 2008
RBC 2006 - 2008
Skills
Credit, Analysis, Banking, Business Analysis, Customer Service, Financial Analysis, Investments, Mutual Funds, Portfolio Management, Relationship Management, Retail Banking, Risk Management, Wealth Management, Financial Advisory, Financial Services
Education
Niagara College 2002 — 2004
Homeland Security, Law Enforcement, Firefighting and Related Protective Services
Desjardins February 2015 - Present
Freedom 55 Financial July 2014 - January 2015
Quadrus Investment Services Ltd. July 2014 - January 2015
Advocis July 2014 - January 2015
CIBC January 2012 - June 2014
RBC November 2007 - December 2011
RBC 2006 - 2008
RBC 2006 - 2008
Skills
Credit, Analysis, Banking, Business Analysis, Customer Service, Financial Analysis, Investments, Mutual Funds, Portfolio Management, Relationship Management, Retail Banking, Risk Management, Wealth Management, Financial Advisory, Financial Services
Education
Niagara College 2002 — 2004
Homeland Security, Law Enforcement, Firefighting and Related Protective Services
Al Dubé Al Dubé's Quadrus Investment Services Ltd. Experience November 2011 - Present
Job Financial Security Advisor Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial November 2011 - Present
Quadrus Investment Services Ltd. November 2011 - Present
The Golf Guy January 1999 - Present
Future Shop October 2000 - January 2012
Skills
Group Benefits, Disability Insurance, Mortgage, Wealth Management, Estate Planning, Critical Illness, Individual Health..., Individual Life, Group Retirement Plans, RESP, Retirement, Employee Benefits, Mortgage Lending, Sales Management, Retirement Planning, Customer Service, Coaching, Retail, Mutual Funds, Investments, CRM, Personal Finance, Portfolio Management, Time Management, Strategic Financial..., Insurance, Financial Advisory, Life Insurance, Finance, Wealth, Investment Strategies, Small Business, Pensions, Fixed Annuities, Investment Advisory, Asset Management, Succession Planning, Long-term Care, Risk Management, Term Life Insurance, Relationship Management, Business Planning, Credit, Health Insurance, Financial Risk, Financial Analysis, Mergers & Acquisitions, Real Estate, Banking, Tax
Education
Dalhousie University 1988 — 1992
B Comm, Finance
Canadian Securities Institute 2013 — 2014
CFP/PFP, Currently enrolled in the final phase of program
Prince Andrew 1980 — 1983
Freedom 55 Financial November 2011 - Present
Quadrus Investment Services Ltd. November 2011 - Present
The Golf Guy January 1999 - Present
Future Shop October 2000 - January 2012
Skills
Group Benefits, Disability Insurance, Mortgage, Wealth Management, Estate Planning, Critical Illness, Individual Health..., Individual Life, Group Retirement Plans, RESP, Retirement, Employee Benefits, Mortgage Lending, Sales Management, Retirement Planning, Customer Service, Coaching, Retail, Mutual Funds, Investments, CRM, Personal Finance, Portfolio Management, Time Management, Strategic Financial..., Insurance, Financial Advisory, Life Insurance, Finance, Wealth, Investment Strategies, Small Business, Pensions, Fixed Annuities, Investment Advisory, Asset Management, Succession Planning, Long-term Care, Risk Management, Term Life Insurance, Relationship Management, Business Planning, Credit, Health Insurance, Financial Risk, Financial Analysis, Mergers & Acquisitions, Real Estate, Banking, Tax
Education
Dalhousie University 1988 — 1992
B Comm, Finance
Canadian Securities Institute 2013 — 2014
CFP/PFP, Currently enrolled in the final phase of program
Prince Andrew 1980 — 1983
Rachelle Montgomery, CHS, EPC Rachelle Montgomery, CHS, EPC's Quadrus Investment Services Ltd. Experience 2003 - Present
Job Financial Security Advisor
Industry Financial Services
Experience
Freedom 55 Financial and Quadrus Invesment Services Ltd. 2003 - Present
Quadrus Investment Services Ltd. 2003 - Present
Industrielle Alliance October 2001 - December 2002
First Choice Insurance and Investments November 2000 - September 2001
Can-Star Transportation September 1996 - October 2000
Self employed September 1990 - January 1997
Dream Tech Innovations August 1994 - December 1996
Amoco Fabrics and Fibers April 1988 - September 1990
Marimac September 1984 - April 1988
Department of National Defence December 1982 - July 1984
Skills
Retirement Planning, Critical Illness, Disability Insurance, Retirement Savings, Estate Planning, Financial Planners, Wealth, Insurance, Employee Benefits, Securities, Small Business, Mutual Funds, Investments, Wealth Management, Retirement
Education
The Money Finder 2015 — 2015
Certified Cash Flow Specialist Designation
Great West Life 2011 — 2011
Business Owners
Seneca College of Applied Arts and Technology 2007 — 2007
Elders' issues
Advocis 2006 — 2007
CHS - Canadian Health Insurance Specialist, Living Benefits
St. Lawrence College 1980 — 1981
Office Administration
Tagwi Secondary School 1976 — 1980
Freedom 55 Financial and Quadrus Invesment Services Ltd. 2003 - Present
Quadrus Investment Services Ltd. 2003 - Present
Industrielle Alliance October 2001 - December 2002
First Choice Insurance and Investments November 2000 - September 2001
Can-Star Transportation September 1996 - October 2000
Self employed September 1990 - January 1997
Dream Tech Innovations August 1994 - December 1996
Amoco Fabrics and Fibers April 1988 - September 1990
Marimac September 1984 - April 1988
Department of National Defence December 1982 - July 1984
Skills
Retirement Planning, Critical Illness, Disability Insurance, Retirement Savings, Estate Planning, Financial Planners, Wealth, Insurance, Employee Benefits, Securities, Small Business, Mutual Funds, Investments, Wealth Management, Retirement
Education
The Money Finder 2015 — 2015
Certified Cash Flow Specialist Designation
Great West Life 2011 — 2011
Business Owners
Seneca College of Applied Arts and Technology 2007 — 2007
Elders' issues
Advocis 2006 — 2007
CHS - Canadian Health Insurance Specialist, Living Benefits
St. Lawrence College 1980 — 1981
Office Administration
Tagwi Secondary School 1976 — 1980
Adam Stephanson, CFP Adam Stephanson, CFP's Quadrus Investment Services Ltd. Experience August 2005 - Present
Job Certified Financial Planner at Freedom 55 Financial
Industry Financial Services
Experience
Freedom 55 Financial August 2005 - Present
Quadrus Investment Services Ltd. August 2005 - Present
Freedom 55 Financial August 2005 - Present
Skills
Employee Benefits, Life Insurance, Disability Insurance, Critical Illness, Retirement Planning, Wealth Management
Education
The University of British Columbia 2001 — 2003
BA, Sociology
Prince of Wales High School 1992 — 1996
Freedom 55 Financial August 2005 - Present
Quadrus Investment Services Ltd. August 2005 - Present
Freedom 55 Financial August 2005 - Present
Skills
Employee Benefits, Life Insurance, Disability Insurance, Critical Illness, Retirement Planning, Wealth Management
Education
The University of British Columbia 2001 — 2003
BA, Sociology
Prince of Wales High School 1992 — 1996
Jean-Pierre Patry Jean-Pierre Patry's Quadrus Investment Services Ltd. Experience April 2015 - Present
Job
Industry Retail
Experience
Freedom 55 Financial April 2015 - Present
Quadrus Investment Services Ltd. April 2015 - Present
Education
University of Ottawa 1994 — 1996
Master of Business Administration (MBA)
University of Ottawa 1988 — 1989
B.S.Sc.
University of Ottawa 1985 — 1988
BSc
Freedom 55 Financial April 2015 - Present
Quadrus Investment Services Ltd. April 2015 - Present
Education
University of Ottawa 1994 — 1996
Master of Business Administration (MBA)
University of Ottawa 1988 — 1989
B.S.Sc.
University of Ottawa 1985 — 1988
BSc
Spencer Mellace, CFP®, CLU®'s Quadrus Investment Services Ltd. Experience January 2001 - Present
Job Wealth Advisor at Sagium
Industry Financial Services
Experience
Sagium October 2015 - Present
Quadrus Investment Services Ltd. January 2001 - Present
Synergy Financial Group October 2006 - September 2015
Freedom 55 Financial January 2001 - October 2006
Skills
Business Planning, Succession Planning, Estate Planning, Financial Planning, Risk Management, Strategic Financial..., Small Business, Mutual Funds, Retirement Planning, Investments, Wealth Management, Insurance, Life Insurance, Critical Illness, Financial Services, Wealth, Finance, Wealth Management..., Financial Planners, Retirement, Financial Advisory, Disability Insurance, Portfolio Management, Wealth Accumulation
Education
STEP - Society of Trust and Estate Practictioners 2014 — 2015
STEP Canada Diploma Program
Advocis/CLU Institute 2010 — 2011
CLU, Chartered Life Underwriter
Advocis
CFP, Certified Financial Planner
The Invesment Funds Institute of Canada 2001 — 2001
The Canadian Investment Funds Course
Mount Royal College 1996 — 1999
Diploma, Marketing
Sagium October 2015 - Present
Quadrus Investment Services Ltd. January 2001 - Present
Synergy Financial Group October 2006 - September 2015
Freedom 55 Financial January 2001 - October 2006
Skills
Business Planning, Succession Planning, Estate Planning, Financial Planning, Risk Management, Strategic Financial..., Small Business, Mutual Funds, Retirement Planning, Investments, Wealth Management, Insurance, Life Insurance, Critical Illness, Financial Services, Wealth, Finance, Wealth Management..., Financial Planners, Retirement, Financial Advisory, Disability Insurance, Portfolio Management, Wealth Accumulation
Education
STEP - Society of Trust and Estate Practictioners 2014 — 2015
STEP Canada Diploma Program
Advocis/CLU Institute 2010 — 2011
CLU, Chartered Life Underwriter
Advocis
CFP, Certified Financial Planner
The Invesment Funds Institute of Canada 2001 — 2001
The Canadian Investment Funds Course
Mount Royal College 1996 — 1999
Diploma, Marketing
Joel Lapierre Joel Lapierre's Quadrus Investment Services Ltd. Experience February 2015 - Present
Job Investment Representative at Quadrus Investment Services Ltd.
Industry Financial Services
Experience
Freedom 55 Financial February 2015 - Present
Quadrus Investment Services Ltd. February 2015 - Present
Sport Chek September 2009 - September 2014
Research In Motion December 2012 - August 2013
AECL May 2011 - September 2011
Ontario Clean Water Agency June 2008 - August 2009
Save Those Memories June 2007 - March 2009
Skills
Energy, Project Management, Project Planning, Team Leadership, Strategic Planning, Cross-functional Team..., Marketing Strategy, Business Planning, Business Analysis, Teamwork, Management, Time Management
Education
Carleton University 2010 — 2015
Commerce, Marketing
Algonquin College of Applied Arts and Technology 2009 — 2010
Business, Business
Bishop Smith Catholic High School 2004 — 2009
Freedom 55 Financial February 2015 - Present
Quadrus Investment Services Ltd. February 2015 - Present
Sport Chek September 2009 - September 2014
Research In Motion December 2012 - August 2013
AECL May 2011 - September 2011
Ontario Clean Water Agency June 2008 - August 2009
Save Those Memories June 2007 - March 2009
Skills
Energy, Project Management, Project Planning, Team Leadership, Strategic Planning, Cross-functional Team..., Marketing Strategy, Business Planning, Business Analysis, Teamwork, Management, Time Management
Education
Carleton University 2010 — 2015
Commerce, Marketing
Algonquin College of Applied Arts and Technology 2009 — 2010
Business, Business
Bishop Smith Catholic High School 2004 — 2009
Joe Cassidy's Quadrus Investment Services Ltd. Experience 2008 - Present
Job Helping people to Accumulate, Protect & Prolong their assets
Industry Financial Services
Experience
Freedom 55 Financial 2008 - Present
Quadrus Investment Services Ltd. 2008 - Present
Icecorp Logistics January 2007 - November 2007
Livingston International Inc. March 2000 - December 2006
TT Group Ltd. May 1984 - February 2000
Skills
Strategic Financial..., Retirement Income..., Fixed Annuities, Variable Annuities, Personal Pensions, Licensed Life & Health..., Permanent Life Insurance, Term Life Insurance, Critical Illness, Group Benefit Plans, RDSP's - Registered..., Disability Insurance, Residential Mortgages, Registered Education..., Guaranteed Minimum..., Group Pension Plans, Sailing, Key Account Management, Purchasing, Customs Compliance, Customs Brokerage, International Logistics, Logistics Management, Production Planning, Product Development, Insurance, Customs Regulations, Mutual Funds, Retirement Planning, Transportation, Retirement, Life Insurance, Investments, RRSP
Education
Fanshawe College 1980 — 1983
Marketing & Business Administration
Central Elgin Collegiate Institute 1973 — 1978
OSSHGD
Freedom 55 Financial 2008 - Present
Quadrus Investment Services Ltd. 2008 - Present
Icecorp Logistics January 2007 - November 2007
Livingston International Inc. March 2000 - December 2006
TT Group Ltd. May 1984 - February 2000
Skills
Strategic Financial..., Retirement Income..., Fixed Annuities, Variable Annuities, Personal Pensions, Licensed Life & Health..., Permanent Life Insurance, Term Life Insurance, Critical Illness, Group Benefit Plans, RDSP's - Registered..., Disability Insurance, Residential Mortgages, Registered Education..., Guaranteed Minimum..., Group Pension Plans, Sailing, Key Account Management, Purchasing, Customs Compliance, Customs Brokerage, International Logistics, Logistics Management, Production Planning, Product Development, Insurance, Customs Regulations, Mutual Funds, Retirement Planning, Transportation, Retirement, Life Insurance, Investments, RRSP
Education
Fanshawe College 1980 — 1983
Marketing & Business Administration
Central Elgin Collegiate Institute 1973 — 1978
OSSHGD
Joe Hashem's Quadrus Investment Services Ltd. Experience April 2014 - Present
Job Passionate about Ottawa. Compassionate towards others. Combining both to create financial plans that make sense.
Industry Financial Services
Experience
Freedom 55 Financial April 2014 - Present
Quadrus Investment Services Ltd. April 2014 - Present
Starbucks October 2011 - May 2013
Ottawa Marriott Hotel November 2010 - October 2011
Ottawa Marriott Hotel October 2009 - November 2010
Ottawa Marriott Hotel November 2008 - October 2009
Novotel Ottawa Hotel November 2006 - November 2008
Skills
Financial Planning, Mutual Funds, Life Insurance, Residential Mortgages, Group Benefit Plans, Investments, Critical Illness..., Disability Insurance, RRSP, Budgets, Strategic Financial..., Public Relations, Customer Service, Social Media, Cost Control, Strategic Planning, Training, Team Building, Sales, Account Management, Team Leadership, Leadership
Education
Algonquin College of Applied Arts and Technology 2003 — 2005
Hotel & Restaurant Management, Hospitality
Freedom 55 Financial April 2014 - Present
Quadrus Investment Services Ltd. April 2014 - Present
Starbucks October 2011 - May 2013
Ottawa Marriott Hotel November 2010 - October 2011
Ottawa Marriott Hotel October 2009 - November 2010
Ottawa Marriott Hotel November 2008 - October 2009
Novotel Ottawa Hotel November 2006 - November 2008
Skills
Financial Planning, Mutual Funds, Life Insurance, Residential Mortgages, Group Benefit Plans, Investments, Critical Illness..., Disability Insurance, RRSP, Budgets, Strategic Financial..., Public Relations, Customer Service, Social Media, Cost Control, Strategic Planning, Training, Team Building, Sales, Account Management, Team Leadership, Leadership
Education
Algonquin College of Applied Arts and Technology 2003 — 2005
Hotel & Restaurant Management, Hospitality
Seanna Kroft Seanna Kroft's Quadrus Investment Services Ltd. Experience November 2008 - July 2012
Job Investment Funds Associate at Tangerine
Industry Financial Services
Experience
Tangerine January 2015 - Present
The Running Room April 2013 - February 2014
Freedom 55 Financial November 2008 - July 2012
Quadrus Investment Services Ltd. November 2008 - July 2012
Hawthorn School for Girls March 2011 - May 2011
Salt + Light Television June 2007 - August 2008
World Youth Alliance May 2006 - August 2006
Skills
Mutual Funds, Fundraising, Public Speaking, Non-profits, Strategic Planning, Maintaining Strong..., Life Insurance, Financial Literacy..., Strategic Financial..., Direct Sales, Canadian Securities..., LLQP, IFC, FPE1, Leadership, Financial Advisory, Management
Education
St. Francis Xavier University 2003 — 2007
BBA, Business Admin, Design
Hawthorn 2003 — 2003
Tangerine January 2015 - Present
The Running Room April 2013 - February 2014
Freedom 55 Financial November 2008 - July 2012
Quadrus Investment Services Ltd. November 2008 - July 2012
Hawthorn School for Girls March 2011 - May 2011
Salt + Light Television June 2007 - August 2008
World Youth Alliance May 2006 - August 2006
Skills
Mutual Funds, Fundraising, Public Speaking, Non-profits, Strategic Planning, Maintaining Strong..., Life Insurance, Financial Literacy..., Strategic Financial..., Direct Sales, Canadian Securities..., LLQP, IFC, FPE1, Leadership, Financial Advisory, Management
Education
St. Francis Xavier University 2003 — 2007
BBA, Business Admin, Design
Hawthorn 2003 — 2003
Debra Muise's Quadrus Investment Services Ltd. Experience January 2012 - Present
Job Helping people work towards their financial goals
Industry Financial Services
Experience
Freedom 55 Financial January 2012 - Present
Quadrus Investment Services Ltd January 2012 - Present
Freedom 55 Financial January 2011 - January 2012
Freedom 55 Financial January 2007 - January 2011
Mount Saint Vincent University 1999 - 2007
Southwest Properties 1990 - 1999
Skills
Retirement, Financial Advisory, Employee Benefits, Retirement Planning, Insurance, Strategic Financial..., Estate Planning, Strategic Planning, Securities, Investments, Business Planning, Financial Planners, Critical Illness, Disability Insurance, Mutual Funds, Life Insurance, Wealth
Education
Mount Saint Vincent University 1984 — 1989
BBA, Management
Freedom 55 Financial January 2012 - Present
Quadrus Investment Services Ltd January 2012 - Present
Freedom 55 Financial January 2011 - January 2012
Freedom 55 Financial January 2007 - January 2011
Mount Saint Vincent University 1999 - 2007
Southwest Properties 1990 - 1999
Skills
Retirement, Financial Advisory, Employee Benefits, Retirement Planning, Insurance, Strategic Financial..., Estate Planning, Strategic Planning, Securities, Investments, Business Planning, Financial Planners, Critical Illness, Disability Insurance, Mutual Funds, Life Insurance, Wealth
Education
Mount Saint Vincent University 1984 — 1989
BBA, Management
Cory Claypole's Quadrus Investment Services Ltd. Experience January 2001 - April 2004
Job Acting Leader, Wealth Management, Daily Business at London Life
Industry Financial Services
Experience
London Life March 2015 - Present
London Life January 2013 - Present
London Life August 2011 - December 2012
Sheffar Potter Muchan May 2004 - August 2011
Quadrus Investment Services Ltd. January 2001 - April 2004
Skills
Wealth, Investments, Mutual Funds, Retirement Planning, Investment Strategies, Life Insurance, Portfolio Management, Product Marketing, Strategic Financial..., Asset Management, Retirement, Estate Planning, Critical Illness, Financial Advisory, Financial Planning, Wealth Management
Education
Fanshawe College 1999 — 2001
Financial Services, Financial Services
LDSS
London Life March 2015 - Present
London Life January 2013 - Present
London Life August 2011 - December 2012
Sheffar Potter Muchan May 2004 - August 2011
Quadrus Investment Services Ltd. January 2001 - April 2004
Skills
Wealth, Investments, Mutual Funds, Retirement Planning, Investment Strategies, Life Insurance, Portfolio Management, Product Marketing, Strategic Financial..., Asset Management, Retirement, Estate Planning, Critical Illness, Financial Advisory, Financial Planning, Wealth Management
Education
Fanshawe College 1999 — 2001
Financial Services, Financial Services
LDSS
Brian Gerrior's Quadrus Investment Services Ltd. Experience 2009 - 2010
Job Insurance Advisor at RBC Insurance
Industry Insurance
Experience
RBC Insurance November 2010 - Present
Freedom 55 Financial September 2009 - November 2010
Quadrus Investment Services Ltd. 2009 - 2010
Canadian Retail Shippers Association October 1996 - May 2008
Sears Canada Inc April 1974 - May 2008
Education
Saint Mary's University 1972 — 1975
BA, History, Sociology, Economics
RBC Insurance November 2010 - Present
Freedom 55 Financial September 2009 - November 2010
Quadrus Investment Services Ltd. 2009 - 2010
Canadian Retail Shippers Association October 1996 - May 2008
Sears Canada Inc April 1974 - May 2008
Education
Saint Mary's University 1972 — 1975
BA, History, Sociology, Economics