Raymond James Ltd.
Industry: Capital market company
DescriptionFounded: 1989 Parent organization: Raymond James Subsidiaries: RAYMOND JAMES LTD (USA) INC,
Raymond James Ltd. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Raymond James Ltd.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Raymond James Ltd. Employees
Employee
Years
Job
Industry
Tara Baker (East), BA, CIM Tara Baker (East), BA, CIM's Raymond James Ltd. Experience November 2013 - Present
Job Registered Representative
Industry Financial Services
Experience
Raymond James Ltd. November 2013 - Present
Macquarie Group September 2012 - Present
Macquarie Group June 2012 - September 2012
Baker Insurance Ltd. April 2009 - May 2012
VisitScotland 2008 - 2009
Baker Insurance Brokers Ltd. 2003 - 2005
Skills
Banking, Investments, PowerPoint, Marketing
Education
The University of Calgary 2002 — 2007
Bachelor of Arts (BA), Political Science and Government
Raymond James Ltd. November 2013 - Present
Macquarie Group September 2012 - Present
Macquarie Group June 2012 - September 2012
Baker Insurance Ltd. April 2009 - May 2012
VisitScotland 2008 - 2009
Baker Insurance Brokers Ltd. 2003 - 2005
Skills
Banking, Investments, PowerPoint, Marketing
Education
The University of Calgary 2002 — 2007
Bachelor of Arts (BA), Political Science and Government
William Dörr William Dörr's Raymond James Ltd. Experience October 2013 - Present
Job Cash Management Specialist at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. October 2013 - Present
Aurantiaca Holding August 2012 - September 2012
Raiffeisen Bank June 2012 - July 2012
Blenheim Capital Management, LLC May 2011 - June 2011
Hoshi & Dörr ltd. June 2010 - July 2010
Education
The University of British Columbia 2009 — 2013
Bachelor of Commerce (Honors), Finance
Université Paris Sorbonne (Paris IV) / Sorbonne University
Summer Exchange
Raymond James Ltd. October 2013 - Present
Aurantiaca Holding August 2012 - September 2012
Raiffeisen Bank June 2012 - July 2012
Blenheim Capital Management, LLC May 2011 - June 2011
Hoshi & Dörr ltd. June 2010 - July 2010
Education
The University of British Columbia 2009 — 2013
Bachelor of Commerce (Honors), Finance
Université Paris Sorbonne (Paris IV) / Sorbonne University
Summer Exchange
Marshall Quick Marshall Quick's Raymond James Ltd. Experience January 2007 - April 2007
Job Process Engineer
Industry Information Technology and Services
Experience
Coty October 2013 - March 2014
Caterpillar BCP August 2011 - March 2012
Wachovia, A Wells Fargo Company April 2010 - April 2011
Raymond James Ltd. January 2007 - April 2007
Skills
SQL, Visual Basic, Python, XHTML, XML, Web Application Design, Database Administration, C#, HTML, PHP, Database Design, Microsoft SQL Server, Visual Studio, MySQL, Access, Business Intelligence, Databases, Microsoft Office, Data Analysis, CSS, Microsoft Excel, Visio, Business Analysis, VBA, Programming, .NET, Process Improvement, Requirements Analysis
Education
East Carolina University 2005 — 2009
Bachelor of Science, Economics
Coty October 2013 - March 2014
Caterpillar BCP August 2011 - March 2012
Wachovia, A Wells Fargo Company April 2010 - April 2011
Raymond James Ltd. January 2007 - April 2007
Skills
SQL, Visual Basic, Python, XHTML, XML, Web Application Design, Database Administration, C#, HTML, PHP, Database Design, Microsoft SQL Server, Visual Studio, MySQL, Access, Business Intelligence, Databases, Microsoft Office, Data Analysis, CSS, Microsoft Excel, Visio, Business Analysis, VBA, Programming, .NET, Process Improvement, Requirements Analysis
Education
East Carolina University 2005 — 2009
Bachelor of Science, Economics
Jenny Provost Jenny Provost's Raymond James Ltd. Experience June 2011 - Present
Job Executive Assistant at Raymond James Ltd.
Industry
Experience
Raymond James Ltd. June 2011 - Present
Drake Medox Health Solutions February 2009 - June 2011
Venn Group September 2005 - September 2008
Skills
Recruiting, Human Resources, Contract Recruitment, Interviews, Finance, Time Management, Screening Resumes, Sales, Technical Recruiting, Talent Management
Education
University of Exeter 2000 — 2003
Bachelor of Arts (BA), History
Heathfield School for Girls (GPDST) 1990 — 2000
Raymond James Ltd. June 2011 - Present
Drake Medox Health Solutions February 2009 - June 2011
Venn Group September 2005 - September 2008
Skills
Recruiting, Human Resources, Contract Recruitment, Interviews, Finance, Time Management, Screening Resumes, Sales, Technical Recruiting, Talent Management
Education
University of Exeter 2000 — 2003
Bachelor of Arts (BA), History
Heathfield School for Girls (GPDST) 1990 — 2000
Vanessa Dang's Raymond James Ltd. Experience February 2011 - January 2012
Job Wedding Coordinator at DreamGroup Productions
Industry Human Resources
Experience
DreamGroup Productions May 2015 - Present
DreamGroup Productions May 2013 - May 2015
Indochine Kitchen January 2012 - September 2014
Pacific National Exhibition November 2004 - December 2012
Raymond James Ltd. February 2011 - January 2012
Capilano Human Resources Management Association September 2010 - February 2011
Lavish Entertainment January 2009 - September 2010
Cowell Auto Group (Automotive) August 2007 - October 2008
Creating Connections Capilano September 2007 - May 2008
Skills
Event Management, Event Planning, Social Media Marketing, Leadership, Time Management, Customer Service, Management, Strategic Planning, Human Resources, Sales, Project Management, Project Planning, Marketing, Recruiting
Education
Capilano University 2006 — 2011
BBA, Business Marketing & Human Resource Management
HZ University of Applied Sciences 2009 — 2010
4th year, Study Abroad Program
Tianjin Polytechnic University 2009 — 2009
& North China Institute of Science and Technology, China Study Tour
Vancouver Technical Secondary School 2001 — 2006
Highschool Dipolma
DreamGroup Productions May 2015 - Present
DreamGroup Productions May 2013 - May 2015
Indochine Kitchen January 2012 - September 2014
Pacific National Exhibition November 2004 - December 2012
Raymond James Ltd. February 2011 - January 2012
Capilano Human Resources Management Association September 2010 - February 2011
Lavish Entertainment January 2009 - September 2010
Cowell Auto Group (Automotive) August 2007 - October 2008
Creating Connections Capilano September 2007 - May 2008
Skills
Event Management, Event Planning, Social Media Marketing, Leadership, Time Management, Customer Service, Management, Strategic Planning, Human Resources, Sales, Project Management, Project Planning, Marketing, Recruiting
Education
Capilano University 2006 — 2011
BBA, Business Marketing & Human Resource Management
HZ University of Applied Sciences 2009 — 2010
4th year, Study Abroad Program
Tianjin Polytechnic University 2009 — 2009
& North China Institute of Science and Technology, China Study Tour
Vancouver Technical Secondary School 2001 — 2006
Highschool Dipolma
Dean Moro Dean Moro's Raymond James Ltd. Experience October 2011 - Present
Job Financial Advisor at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. October 2011 - Present
Manulife Securities Incorporated January 2003 - October 2011
TD Waterhouse 1997 - 2003
Skills
Equities, Investments, Fixed Annuities, Financial Analysis, Mutual Funds, Retirement Planning, Insurance, Asset Management, Financial Advisory, Portfolio Management, Financial Planners, Residential Mortgages, Estate Planning, Strategic Financial..., Finance, Investment Advisory, Commercial Lending, Strategic Planning, Retirement, Critical Illness, Wealth Management, Wealth Management..., Investment Strategies, Pensions, Fixed Income, Investment Management, Credit, Credit Analysis, Business Strategy, Mortgage Lending, Alternative Investments, Sales, Risk Management, Securities, Banking, Life Insurance, Bonds, Loans, Customer Service, Financial Services, Trading, Asset Allocation, Financial Planning, Wealth, Financial Risk, Management, Relationship Management
Education
The University of British Columbia 1992 — 1996
Commerce, Business
Raymond James Ltd. October 2011 - Present
Manulife Securities Incorporated January 2003 - October 2011
TD Waterhouse 1997 - 2003
Skills
Equities, Investments, Fixed Annuities, Financial Analysis, Mutual Funds, Retirement Planning, Insurance, Asset Management, Financial Advisory, Portfolio Management, Financial Planners, Residential Mortgages, Estate Planning, Strategic Financial..., Finance, Investment Advisory, Commercial Lending, Strategic Planning, Retirement, Critical Illness, Wealth Management, Wealth Management..., Investment Strategies, Pensions, Fixed Income, Investment Management, Credit, Credit Analysis, Business Strategy, Mortgage Lending, Alternative Investments, Sales, Risk Management, Securities, Banking, Life Insurance, Bonds, Loans, Customer Service, Financial Services, Trading, Asset Allocation, Financial Planning, Wealth, Financial Risk, Management, Relationship Management
Education
The University of British Columbia 1992 — 1996
Commerce, Business
Melanie Fortiz's Raymond James Ltd. Experience October 2015 - Present
Job Administrative Assistant at Raymond James LTD.
Industry Investment Banking
Experience
Raymond James Ltd. October 2015 - Present
CIBC February 2015 - October 2015
CIBC December 2013 - February 2015
The Brick Furniture Store March 2010 - December 2014
Walmart February 2008 - February 2010
Skills
Microsoft Office, Bilingual, Patience, Work Ethic, Fast-paced, Always Punctual, Work Well Independently, Organization, Social Skills, People Skills, Customer Service, Creative Problem Solving, Cash Flow, Microsoft Word
Education
Sheridan College
Advanced Diploma, Banking and Wealth Management
Raymond James Ltd. October 2015 - Present
CIBC February 2015 - October 2015
CIBC December 2013 - February 2015
The Brick Furniture Store March 2010 - December 2014
Walmart February 2008 - February 2010
Skills
Microsoft Office, Bilingual, Patience, Work Ethic, Fast-paced, Always Punctual, Work Well Independently, Organization, Social Skills, People Skills, Customer Service, Creative Problem Solving, Cash Flow, Microsoft Word
Education
Sheridan College
Advanced Diploma, Banking and Wealth Management
Frank Mulé Frank Mulé's Raymond James Ltd. Experience May 2013 - Present
Job Head of Practice Management, Private Client Solutions at Raymond James Ltd.
Industry Banking
Experience
Raymond James Ltd. May 2013 - Present
Scotiabank June 2010 - May 2013
CIBC Wood Gundy July 1999 - June 2010
Toronto Dominion Bank 1990 - 1999
Skills
Relationship Management, Training, Coaching, Financial Services, Mutual Funds, Investments, Succession Planning, Banking, Performance Consulting, Wealth Management, Performance Management, Needs Analysis, Project Management, Organization, Leadership, Reliability, Business Analysis, SDLC, Credit, Team Building, Risk Management, Vendor Management, Retail Banking, Workshop Facilitation, Change Management, Strategic Financial...
Education
Ryerson University 1999 — 2004
Adult Education
York University 1989 — 1994
BA
Ryerson University
Human Resources Management
Raymond James Ltd. May 2013 - Present
Scotiabank June 2010 - May 2013
CIBC Wood Gundy July 1999 - June 2010
Toronto Dominion Bank 1990 - 1999
Skills
Relationship Management, Training, Coaching, Financial Services, Mutual Funds, Investments, Succession Planning, Banking, Performance Consulting, Wealth Management, Performance Management, Needs Analysis, Project Management, Organization, Leadership, Reliability, Business Analysis, SDLC, Credit, Team Building, Risk Management, Vendor Management, Retail Banking, Workshop Facilitation, Change Management, Strategic Financial...
Education
Ryerson University 1999 — 2004
Adult Education
York University 1989 — 1994
BA
Ryerson University
Human Resources Management
Cheryl Wheeler, CMC Cheryl Wheeler, CMC's Raymond James Ltd. Experience February 2015 - Present
Job Business Architect at Raymond James Ltd.
Industry Management Consulting
Experience
Mejora Consulting Inc. April 2006 - Present
Raymond James Ltd. February 2015 - Present
BC Liquor Distribution Branch September 2014 - February 2015
BC Liquor Distribution Branch November 2013 - October 2014
BC Ministry of Justice - Office of the Superintendent of Motor Vehicles November 2012 - April 2013
BC Transit January 2011 - March 2013
BC Transit January 2010 - January 2011
Central 1 Credit Union January 2010 - May 2010
BC Transit January 2010 - April 2010
Provincial Health Services Authority November 2007 - September 2009
Skills
Business Analysis, Business Process, Program Management, Change Management, Governance, Project Management, Process Improvement, Management Consulting, Enterprise Software, SharePoint, Strategy, Business Transformation, Outsourcing, Analysis, Enterprise Architecture, Leadership, Project Portfolio..., Business Process..., Management, Project Planning, Strategic Planning, Performance Management, Business Strategy, Business Architecture, Business Process..., Privacy Law, Procurement, Requirements Gathering, PeopleSoft, Retail, Transportation, Healthcare
Education
Capilano University 1989 — 1990
Information Systems Management, Information Systems
Mejora Consulting Inc. April 2006 - Present
Raymond James Ltd. February 2015 - Present
BC Liquor Distribution Branch September 2014 - February 2015
BC Liquor Distribution Branch November 2013 - October 2014
BC Ministry of Justice - Office of the Superintendent of Motor Vehicles November 2012 - April 2013
BC Transit January 2011 - March 2013
BC Transit January 2010 - January 2011
Central 1 Credit Union January 2010 - May 2010
BC Transit January 2010 - April 2010
Provincial Health Services Authority November 2007 - September 2009
Skills
Business Analysis, Business Process, Program Management, Change Management, Governance, Project Management, Process Improvement, Management Consulting, Enterprise Software, SharePoint, Strategy, Business Transformation, Outsourcing, Analysis, Enterprise Architecture, Leadership, Project Portfolio..., Business Process..., Management, Project Planning, Strategic Planning, Performance Management, Business Strategy, Business Architecture, Business Process..., Privacy Law, Procurement, Requirements Gathering, PeopleSoft, Retail, Transportation, Healthcare
Education
Capilano University 1989 — 1990
Information Systems Management, Information Systems
Sukh Dhillon Sukh Dhillon's Raymond James Ltd. Experience March 2007 - February 2012
Job MBA, CIM, Senior Marketing Advisor
Industry Financial Services
Experience
Raymond James February 2012 - Present
Raymond James Ltd. March 2007 - February 2012
Raymond James Ltd. June 2004 - March 2007
Skills
Finance, Leadership, Asset Managment, Market Research, Investments, Financial Modeling, Investment Advisory, Business Strategy, Wealth Management
Education
The University of British Columbia 2010 — 2012
MBA, Strategic Management & Marketing
Thompson Rivers University 1995 — 2000
BBA, Finance, Marketing
Raymond James February 2012 - Present
Raymond James Ltd. March 2007 - February 2012
Raymond James Ltd. June 2004 - March 2007
Skills
Finance, Leadership, Asset Managment, Market Research, Investments, Financial Modeling, Investment Advisory, Business Strategy, Wealth Management
Education
The University of British Columbia 2010 — 2012
MBA, Strategic Management & Marketing
Thompson Rivers University 1995 — 2000
BBA, Finance, Marketing
Parry Pasricha Parry Pasricha's Raymond James Ltd. Experience April 2013 - November 2013
Job Analyst at Dixon Mitchell Investment Counsel
Industry Financial Services
Experience
Dixon Mitchell Investment Counsel June 2014 - Present
Raymond James Ltd. April 2013 - November 2013
bcIMC May 2012 - March 2013
Profision Capital Inc. March 2011 - April 2012
Student Investment Advisory Society (SIAS) September 2009 - December 2010
Skills
Valuation, Investments, Forecasting, Bloomberg, Financial Analysis, Financial Modeling, Quantitative Analytics, Research, Portfolio Management, Microsoft Excel
Education
Simon Fraser University 2006 — 2010
Bachelors of Business Administration, Finance Major
CFA Candidate, Level 3
Dixon Mitchell Investment Counsel June 2014 - Present
Raymond James Ltd. April 2013 - November 2013
bcIMC May 2012 - March 2013
Profision Capital Inc. March 2011 - April 2012
Student Investment Advisory Society (SIAS) September 2009 - December 2010
Skills
Valuation, Investments, Forecasting, Bloomberg, Financial Analysis, Financial Modeling, Quantitative Analytics, Research, Portfolio Management, Microsoft Excel
Education
Simon Fraser University 2006 — 2010
Bachelors of Business Administration, Finance Major
CFA Candidate, Level 3
Leanne Escobal Leanne Escobal's Raymond James Ltd. Experience September 2014 - Present
Job Marketing Coordinator at Raymond James Ltd.
Industry Marketing and Advertising
Experience
Raymond James Ltd. September 2014 - Present
Assante Wealth Management November 2012 - August 2014
Striker Bowling Solutions and Splitsville Entertainment April 2012 - August 2012
Mississauga Association for Independent Living June 2010 - August 2011
Skills
Marketing, Marketing Communications, Microsoft Office, PowerPoint, Time Management, Microsoft Excel, Social Media, CRM, Marketing Research, Creative Writing, Event Management, Photoshop, InDesign, Long-term Customer..., Illustrator, Copy Editing
Education
Canadian Securities Institute 2013 — 2014
Canadian Securities Course
Sheridan College 2011 — 2012
Marketing Management
The University of Western Ontario 2007 — 2011
Bachelor of Arts (B.A.), English and Creative Writing
Raymond James Ltd. September 2014 - Present
Assante Wealth Management November 2012 - August 2014
Striker Bowling Solutions and Splitsville Entertainment April 2012 - August 2012
Mississauga Association for Independent Living June 2010 - August 2011
Skills
Marketing, Marketing Communications, Microsoft Office, PowerPoint, Time Management, Microsoft Excel, Social Media, CRM, Marketing Research, Creative Writing, Event Management, Photoshop, InDesign, Long-term Customer..., Illustrator, Copy Editing
Education
Canadian Securities Institute 2013 — 2014
Canadian Securities Course
Sheridan College 2011 — 2012
Marketing Management
The University of Western Ontario 2007 — 2011
Bachelor of Arts (B.A.), English and Creative Writing
JP Jeffrey, CMT, CIM, DMS, FCSI's Raymond James Ltd. Experience May 2005 - July 2012
Job Caldwell Investment Management
Industry Investment Management
Experience
Caldwell Investment Management December 2014 - Present
Goforth Capital Inc July 2012 - November 2014
Goforth Technical Fund LP January 2013 - July 2014
Raymond James Ltd. May 2005 - July 2012
Skills
Technical Analysis, Investment Advisory, Market Research, Investment Strategies, Equity Research, Equities, Options, Financial Markets, Portfolio Management, Hedge Funds, Capital Markets, Investments, Alternative Investments, Trading, Equity Trading, Financial Risk, Asset Allocation, Securities, Mutual Funds, Wealth Management, Fixed Income, Trading Systems, Bonds, ETFs, Risk Management, Valuation, Derivatives, Stocks, Asset Management, Investment Management, Financial Analysis, Economics, Private Equity, Corporate Finance, Options Strategies, Wealth Management..., Financial Services, Venture Capital, Due Diligence, Electronic Trading, Investment Banking, Finance, Financial Advisory, Financial Modeling
Education
Queen's University 2001 — 2005
BA, Economics
Upper Canada College 1990 — 2001
International Baccalaureate
Caldwell Investment Management December 2014 - Present
Goforth Capital Inc July 2012 - November 2014
Goforth Technical Fund LP January 2013 - July 2014
Raymond James Ltd. May 2005 - July 2012
Skills
Technical Analysis, Investment Advisory, Market Research, Investment Strategies, Equity Research, Equities, Options, Financial Markets, Portfolio Management, Hedge Funds, Capital Markets, Investments, Alternative Investments, Trading, Equity Trading, Financial Risk, Asset Allocation, Securities, Mutual Funds, Wealth Management, Fixed Income, Trading Systems, Bonds, ETFs, Risk Management, Valuation, Derivatives, Stocks, Asset Management, Investment Management, Financial Analysis, Economics, Private Equity, Corporate Finance, Options Strategies, Wealth Management..., Financial Services, Venture Capital, Due Diligence, Electronic Trading, Investment Banking, Finance, Financial Advisory, Financial Modeling
Education
Queen's University 2001 — 2005
BA, Economics
Upper Canada College 1990 — 2001
International Baccalaureate
Elizabeth Minchenko Elizabeth Minchenko's Raymond James Ltd. Experience 2010 - March 2015
Job Experienced Financial Services Administrator
Industry Financial Services
Experience
Raymond James Ltd. 2010 - March 2015
Haywood Securities June 2008 - January 2010
Haywood Securities August 2005 - June 2008
Credential Securities January 2002 - August 2005
Skills
Financial Services, Microsoft Office, Dataphile, Administration, Adobe...
Education
British Columbia Institute of Technology 2001 — 2002
Certificate, New Media Design & Web Development
CSI
CSC & CPH
Raymond James Ltd. 2010 - March 2015
Haywood Securities June 2008 - January 2010
Haywood Securities August 2005 - June 2008
Credential Securities January 2002 - August 2005
Skills
Financial Services, Microsoft Office, Dataphile, Administration, Adobe...
Education
British Columbia Institute of Technology 2001 — 2002
Certificate, New Media Design & Web Development
CSI
CSC & CPH
Sanja Simic Sanja Simic's Raymond James Ltd. Experience November 2010 - July 2011
Job Executive Director at Robert L Conconi Foundation
Industry Financial Services
Experience
Robert L Conconi Foundation March 2014 - Present
THNK - School of Creative Leadership 2015 - 2015
THNK - School of Creative Leadership 2015 - 2015
Robert L Conconi Foundation February 2013 - February 2014
Simon Fraser University August 2011 - December 2012
Raymond James Ltd. November 2010 - July 2011
Loma Linda Academy October 2006 - June 2009
Skills
Quantitative Analytics, Investments, Equity Research, Analysis, Data Analysis, Financial Analysis, Financial Modeling, Risk Management, Corporate Finance, Portfolio Management, Equities, Bloomberg
Education
Simon Fraser University 2009 — 2010
MFRM, Finance
La Sierra University 2002 — 2006
Bachelor of Science (BS), Finance
THNK - School of Creative Leadership
THNK Creative Leadership Program
Robert L Conconi Foundation March 2014 - Present
THNK - School of Creative Leadership 2015 - 2015
THNK - School of Creative Leadership 2015 - 2015
Robert L Conconi Foundation February 2013 - February 2014
Simon Fraser University August 2011 - December 2012
Raymond James Ltd. November 2010 - July 2011
Loma Linda Academy October 2006 - June 2009
Skills
Quantitative Analytics, Investments, Equity Research, Analysis, Data Analysis, Financial Analysis, Financial Modeling, Risk Management, Corporate Finance, Portfolio Management, Equities, Bloomberg
Education
Simon Fraser University 2009 — 2010
MFRM, Finance
La Sierra University 2002 — 2006
Bachelor of Science (BS), Finance
THNK - School of Creative Leadership
THNK Creative Leadership Program
Stacie Truong Stacie Truong's Raymond James Ltd. Experience January 2014 - Present
Job Assistant at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. January 2014 - Present
Warnett Hallen LLP February 2013 - January 2014
PKSB Holdings Ltd. August 2010 - December 2012
Skills
Administrative..., Calendaring, Office Management, Outlook, Data Entry, Filing, Legal Research, Legal Writing, Travel Arrangements, Office Administration, Confidentiality, Legal Assistance, File Management, Spreadsheets, Legal Documents, Fax, Microsoft Word, Customer Service
Education
Douglas College 2012 — 2013
Office Administration, Legal Administrative Assistant/Secretary
Raymond James Ltd. January 2014 - Present
Warnett Hallen LLP February 2013 - January 2014
PKSB Holdings Ltd. August 2010 - December 2012
Skills
Administrative..., Calendaring, Office Management, Outlook, Data Entry, Filing, Legal Research, Legal Writing, Travel Arrangements, Office Administration, Confidentiality, Legal Assistance, File Management, Spreadsheets, Legal Documents, Fax, Microsoft Word, Customer Service
Education
Douglas College 2012 — 2013
Office Administration, Legal Administrative Assistant/Secretary
Nathalie Roy Nathalie Roy's Raymond James Ltd. Experience March 2014 - Present
Job Executive Assistant Raymond James Ltd.
Industry Investment Management
Experience
Raymond James Ltd. March 2014 - Present
PPG Canada (now Axiall) April 2010 - September 2012
World Music Productions Inc. January 2007 - March 2010
Productions Nuits d'Afrique August 2005 - December 2006
Financière Banque Nationale October 1997 - December 2003
Lévesque Beaubien January 1992 - September 1997
Lévesque Beaubien June 1988 - December 1991
Education
Université de Montréal 2004 — 2005
Communications appliquées
Raymond James Ltd. March 2014 - Present
PPG Canada (now Axiall) April 2010 - September 2012
World Music Productions Inc. January 2007 - March 2010
Productions Nuits d'Afrique August 2005 - December 2006
Financière Banque Nationale October 1997 - December 2003
Lévesque Beaubien January 1992 - September 1997
Lévesque Beaubien June 1988 - December 1991
Education
Université de Montréal 2004 — 2005
Communications appliquées
Jock Ross Jock Ross's Raymond James Ltd. Experience November 2004 - Present
Job Senior Vice President, Branch Manager, Private Client Group at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. November 2004 - Present
Skills
Wealth Management, Investment Advisory, Portfolio Management, Strategic Financial..., Financial Risk, Asset Management, Capital Markets, Team Leadership, Growth Management, Recruiting, Revenue & Profit Growth, Independence, Financial Advisory, Team Motivation
Education
The University of British Columbia
Bachelor of Arts
Raymond James Ltd. November 2004 - Present
Skills
Wealth Management, Investment Advisory, Portfolio Management, Strategic Financial..., Financial Risk, Asset Management, Capital Markets, Team Leadership, Growth Management, Recruiting, Revenue & Profit Growth, Independence, Financial Advisory, Team Motivation
Education
The University of British Columbia
Bachelor of Arts
Aryanna De Marin's Raymond James Ltd. Experience December 2010 - December 2011
Job Director at The NorthWynd Group LLC
Industry Real Estate
Experience
The NorthWynd Group LLC September 2014 - Present
Vancouver Rent It- Coldwell Banker Prestige Realty October 2013 - November 2014
Flintfair Holdings LTD June 2004 - September 2014
Vancouver Luxury Realty January 2012 - July 2013
Raymond James Ltd. December 2010 - December 2011
Skills
Retirement Planning, Wealth Management, Investments, Mutual Funds, Insurance, Fixed Income, Financial Services, Property Management, Asset Allocation, Investment Advisory, Financial Analysis, Wealth, Securities, Strategic Financial..., Options, Financial Planners, Financial Advisory, Portfolio Management, Property, Investment Strategies, Valuation, Alternative Investments, Equities, Financial Planning, Investment Properties, Real Estate, Management
Education
Sauder School of Business
Property Management Licensing, Real Estate
University of California, San Diego 2007 — 2008
Bachelor of Arts (B.A.), Sociology
The University of British Columbia 2004 — 2008
Bachelor of Arts (B.A.), Sociology
Collingwood 1997 — 2004
High school
The NorthWynd Group LLC September 2014 - Present
Vancouver Rent It- Coldwell Banker Prestige Realty October 2013 - November 2014
Flintfair Holdings LTD June 2004 - September 2014
Vancouver Luxury Realty January 2012 - July 2013
Raymond James Ltd. December 2010 - December 2011
Skills
Retirement Planning, Wealth Management, Investments, Mutual Funds, Insurance, Fixed Income, Financial Services, Property Management, Asset Allocation, Investment Advisory, Financial Analysis, Wealth, Securities, Strategic Financial..., Options, Financial Planners, Financial Advisory, Portfolio Management, Property, Investment Strategies, Valuation, Alternative Investments, Equities, Financial Planning, Investment Properties, Real Estate, Management
Education
Sauder School of Business
Property Management Licensing, Real Estate
University of California, San Diego 2007 — 2008
Bachelor of Arts (B.A.), Sociology
The University of British Columbia 2004 — 2008
Bachelor of Arts (B.A.), Sociology
Collingwood 1997 — 2004
High school
Dennis Rider Dennis Rider's Raymond James Ltd. Experience June 2011 - Present
Job Accounts Payable Associate at Raymond James Ltd. and has passed all three levels of the CFA Program
Industry Accounting
Experience
Raymond James Ltd. June 2011 - Present
ALS Group November 2010 - June 2011
Private Investment Firm October 2009 - March 2010
SFU September 2008 - December 2008
Financial Institutions Commission of BC September 2007 - December 2007
Skills
Capital Markets, Financial Analysis, Accounting, Financial Reporting, Investments, Analysis, Financial Risk, Finance, Portfolio Management, Auditing, Microsoft Excel, Financial Modeling
Education
Simon Fraser University 2006 — 2009
BBA(1st Class Honors), Finance
The University of British Columbia
Various Accounting Courses
Raymond James Ltd. June 2011 - Present
ALS Group November 2010 - June 2011
Private Investment Firm October 2009 - March 2010
SFU September 2008 - December 2008
Financial Institutions Commission of BC September 2007 - December 2007
Skills
Capital Markets, Financial Analysis, Accounting, Financial Reporting, Investments, Analysis, Financial Risk, Finance, Portfolio Management, Auditing, Microsoft Excel, Financial Modeling
Education
Simon Fraser University 2006 — 2009
BBA(1st Class Honors), Finance
The University of British Columbia
Various Accounting Courses
Kelly Baudru's Raymond James Ltd. Experience October 2011 - September 2014
Job Business Development Specialist at PwC
Industry Financial Services
Experience
PwC Canada September 2014 - Present
Raymond James Ltd. October 2011 - September 2014
Beth Cooper Public Relations December 2009 - March 2011
Monty PR July 2009 - November 2009
ISAT - Higher Institute for Automotive and Transportation September 2008 - August 2009
Skills
Marketing, Media Relations, Public Relations, Marketing Communications, Social Media Marketing, Newsletters, Graphic Design, Event Planning, Event Management, Corporate Communications, Copywriting, Writing, Adobe Creative Suite, Canadian Securities..., Websites, Business Development, Social Media, Management
Education
British Columbia Institute of Technology 2011 — 2014
Graphic Design and Website Optimization
Canadian Securities Institute 2013 — 2013
CSC
Université Rennes II - Haute-Bretagne 2008 — 2008
French Studies
University of Calgary 2003 — 2008
Bachelor of Arts, Communication Studies and French
PwC Canada September 2014 - Present
Raymond James Ltd. October 2011 - September 2014
Beth Cooper Public Relations December 2009 - March 2011
Monty PR July 2009 - November 2009
ISAT - Higher Institute for Automotive and Transportation September 2008 - August 2009
Skills
Marketing, Media Relations, Public Relations, Marketing Communications, Social Media Marketing, Newsletters, Graphic Design, Event Planning, Event Management, Corporate Communications, Copywriting, Writing, Adobe Creative Suite, Canadian Securities..., Websites, Business Development, Social Media, Management
Education
British Columbia Institute of Technology 2011 — 2014
Graphic Design and Website Optimization
Canadian Securities Institute 2013 — 2013
CSC
Université Rennes II - Haute-Bretagne 2008 — 2008
French Studies
University of Calgary 2003 — 2008
Bachelor of Arts, Communication Studies and French
David Melillo David Melillo's Raymond James Ltd. Experience September 2004 - Present
Job Venture Corporate Finance Transaction Specialist
Industry Financial Services
Experience
Raymond James Ltd. September 2004 - Present
Skills
Corporate Finance, Venture Capital, Due Diligence, Finance, Capital Markets, Private Placements, Equities, Private Equity, IPO, Investment Banking, Financial Advisory, Mergers & Acquisitions, Debt, Capital, Mergers, Start-ups, Financial Markets, Financial Analysis, Contract Negotiation, Project Management, Business Strategy, Business Analysis
Education
Nova Southeastern University
Master of Business Administration (MBA)
University of Windsor
Bachelor of Science (B.Sc.), Biology
Raymond James Ltd. September 2004 - Present
Skills
Corporate Finance, Venture Capital, Due Diligence, Finance, Capital Markets, Private Placements, Equities, Private Equity, IPO, Investment Banking, Financial Advisory, Mergers & Acquisitions, Debt, Capital, Mergers, Start-ups, Financial Markets, Financial Analysis, Contract Negotiation, Project Management, Business Strategy, Business Analysis
Education
Nova Southeastern University
Master of Business Administration (MBA)
University of Windsor
Bachelor of Science (B.Sc.), Biology
Dhruv Sood's Raymond James Ltd. Experience April 2014 - December 2014
Job Passed All 3 CFA Exams. Candidate for the CFA Charter.
Industry Financial Services
Experience
Raymond James Ltd. April 2014 - December 2014
Raymond James Ltd. August 2013 - April 2014
The University of British Columbia September 2012 - April 2014
OG Investments - Student Run Portfolio April 2011 - April 2013
Self Employed August 2009 - March 2013
Skills
Financial Analysis, Teaching, Microsoft Excel, Financial Modeling, Business Relationship..., Access, Analysis, Investments, Corporate Finance, Excel, Management, Business Process..., Team Management, Philanthropy, Leadership, Organizational Behavior, Bloomberg, Microsoft Office, Valuation, Capital Markets, Economics
Education
CFA Institute 2012 — 2016
Candidate for the CFA Level III examination (June 2015)
The University of British Columbia 2009 — 2013
Bachelor of Commerce (B.Com.), Concentrations in Finance & Transportation and Logistics Minor in Economics
McGill University 2008 — 2009
Bachelor of Commerce
Raymond James Ltd. April 2014 - December 2014
Raymond James Ltd. August 2013 - April 2014
The University of British Columbia September 2012 - April 2014
OG Investments - Student Run Portfolio April 2011 - April 2013
Self Employed August 2009 - March 2013
Skills
Financial Analysis, Teaching, Microsoft Excel, Financial Modeling, Business Relationship..., Access, Analysis, Investments, Corporate Finance, Excel, Management, Business Process..., Team Management, Philanthropy, Leadership, Organizational Behavior, Bloomberg, Microsoft Office, Valuation, Capital Markets, Economics
Education
CFA Institute 2012 — 2016
Candidate for the CFA Level III examination (June 2015)
The University of British Columbia 2009 — 2013
Bachelor of Commerce (B.Com.), Concentrations in Finance & Transportation and Logistics Minor in Economics
McGill University 2008 — 2009
Bachelor of Commerce
Jeff Fitzgerald Jeff Fitzgerald's Raymond James Ltd. Experience February 2014 - Present
Job Foreign Exchange Trader at Raymond James Ltd.
Industry Banking
Experience
Raymond James Ltd. February 2014 - Present
Western Union Business Solutions April 2013 - March 2014
TD Securities - TD Bank Financial Group May 2006 - April 2013
Skills
Hedging, Bonds, Portfolio Management, Money Market, Cash Management, Payments, Financial Markets, Foreign Exchange, Forwards, Investments, Credit, Wealth Management, Risk Management, Trading Systems, FX Hedging, Financial Modeling, FX Spot
Education
University of Guelph 1998 — 2002
B.A., Economics
Canadian Securities Institute
CSC, CPH, IRT
Raymond James Ltd. February 2014 - Present
Western Union Business Solutions April 2013 - March 2014
TD Securities - TD Bank Financial Group May 2006 - April 2013
Skills
Hedging, Bonds, Portfolio Management, Money Market, Cash Management, Payments, Financial Markets, Foreign Exchange, Forwards, Investments, Credit, Wealth Management, Risk Management, Trading Systems, FX Hedging, Financial Modeling, FX Spot
Education
University of Guelph 1998 — 2002
B.A., Economics
Canadian Securities Institute
CSC, CPH, IRT
Peter Brock Peter Brock's Raymond James Ltd. Experience 1990 - 1999
Job Wealth Management at Wolverton Securities
Industry Financial Services
Experience
Wolverton Securities Ltd. March 2014 - Present
J. Haymaker Limited May 2005 - Present
Canaccord 1999 - 2005
Raymond James Ltd. 1990 - 1999
Skills
GICs, Treasury Bills, Bonds, Cash Management, Market Trends and Cycles, Business Development, Product Design, Recruiting, Sales Management, Training, Online Marketing, Copywriting, Graphic Design, Web Design
Education
CFA Institute 1999 — 2000
Level 1
CSI Global Education 1987 — 2014
CSC, CPH, COC, CIM, PDO, BMC, FSCI
The University of British Columbia 1978 — 1984
BA, Cognitive Psychology
Wolverton Securities Ltd. March 2014 - Present
J. Haymaker Limited May 2005 - Present
Canaccord 1999 - 2005
Raymond James Ltd. 1990 - 1999
Skills
GICs, Treasury Bills, Bonds, Cash Management, Market Trends and Cycles, Business Development, Product Design, Recruiting, Sales Management, Training, Online Marketing, Copywriting, Graphic Design, Web Design
Education
CFA Institute 1999 — 2000
Level 1
CSI Global Education 1987 — 2014
CSC, CPH, COC, CIM, PDO, BMC, FSCI
The University of British Columbia 1978 — 1984
BA, Cognitive Psychology
David Finley David Finley's Raymond James Ltd. Experience October 2014 - Present
Job Senior Vice President and Financial Advisor at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. October 2014 - Present
Raymond James Ltd. January 2012 - September 2014
Advisor 360 April 2010 - December 2011
Wellington West Capital Inc. November 2006 - April 2010
Clearsight Wealth Management Inc. January 2002 - October 2006
Affinity Investments 1995 - 2000
ScotiaMcLeod May 1993 - December 1994
Skills
Retirement Planning, Sales Management, Financial Advisory, Entrepreneur, Investments, Entrepreneurship, Marketing Strategy, New Business Development
Education
Huron University College 1988 — 1992
Lorne Park Secondary School 1983 — 1988
Raymond James Ltd. October 2014 - Present
Raymond James Ltd. January 2012 - September 2014
Advisor 360 April 2010 - December 2011
Wellington West Capital Inc. November 2006 - April 2010
Clearsight Wealth Management Inc. January 2002 - October 2006
Affinity Investments 1995 - 2000
ScotiaMcLeod May 1993 - December 1994
Skills
Retirement Planning, Sales Management, Financial Advisory, Entrepreneur, Investments, Entrepreneurship, Marketing Strategy, New Business Development
Education
Huron University College 1988 — 1992
Lorne Park Secondary School 1983 — 1988
Marc Latta Marc Latta's Raymond James Ltd. Experience October 2005 - Present
Job Financial Advisor at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. October 2005 - Present
Skills
Retirement Planning, Wealth Management, Investment Advisory, Securities, Retirement, Financial Advisory, Investment Strategies, Mutual Funds, Wealth, Strategic Financial..., Estate Planning, Financial Planning
Education
Capilano University 1985 — 1988
Pre-Business
The University of British Columbia
Sales Marketing Management (SME)
Raymond James Ltd. October 2005 - Present
Skills
Retirement Planning, Wealth Management, Investment Advisory, Securities, Retirement, Financial Advisory, Investment Strategies, Mutual Funds, Wealth, Strategic Financial..., Estate Planning, Financial Planning
Education
Capilano University 1985 — 1988
Pre-Business
The University of British Columbia
Sales Marketing Management (SME)
Maria Angeli Gallardo Maria Angeli Gallardo's Raymond James Ltd. Experience June 2008 - July 2008
Job Administrative Assistant at GillespieMunro Inc.
Industry Import and Export
Experience
Gillespie-Munro Inc. January 2014 - Present
CIHR Canadian HIV Trials Network January 2009 - August 2013
CIHR Canadian HIV Trials Network July 2008 - January 2009
Raymond James Ltd. June 2008 - July 2008
The Boulevard Coffee Roasting Company, Inc. 2007 - 2008
Skills
Microsoft Office, Filemaker Pro, Adobe Creative Suite, Problem Solving, Mac OS X, Social Media, Creative Writing, Multicultural, Music, Research, Windows, Labor Relations, Recruiting, FileMaker, OS X, Event Planning, Customer Service, Social Media Marketing, Marketing Communications, Human Resources, Interviews, French, Strategic Communications, Public Relations, Training, Spanish, Nonprofits, Public Speaking, Editing, Microsoft Excel, Event Management, Press Releases, Journalism, Newsletters, Marketing, Copy Editing, PowerPoint, Fundraising, Copywriting, Data Analysis, Blogging, Microsoft Word, Personnel Management, Leadership, Facebook, Government, Photoshop, Community Outreach, Coaching, Hiring
Education
The University of British Columbia 2004 — 2008
Bachelor of Arts, English Literature
International School Manila 2000 — 2004
IB Certificate
Gillespie-Munro Inc. January 2014 - Present
CIHR Canadian HIV Trials Network January 2009 - August 2013
CIHR Canadian HIV Trials Network July 2008 - January 2009
Raymond James Ltd. June 2008 - July 2008
The Boulevard Coffee Roasting Company, Inc. 2007 - 2008
Skills
Microsoft Office, Filemaker Pro, Adobe Creative Suite, Problem Solving, Mac OS X, Social Media, Creative Writing, Multicultural, Music, Research, Windows, Labor Relations, Recruiting, FileMaker, OS X, Event Planning, Customer Service, Social Media Marketing, Marketing Communications, Human Resources, Interviews, French, Strategic Communications, Public Relations, Training, Spanish, Nonprofits, Public Speaking, Editing, Microsoft Excel, Event Management, Press Releases, Journalism, Newsletters, Marketing, Copy Editing, PowerPoint, Fundraising, Copywriting, Data Analysis, Blogging, Microsoft Word, Personnel Management, Leadership, Facebook, Government, Photoshop, Community Outreach, Coaching, Hiring
Education
The University of British Columbia 2004 — 2008
Bachelor of Arts, English Literature
International School Manila 2000 — 2004
IB Certificate
Anthony Tadros Anthony Tadros's Raymond James Ltd. Experience February 2008 - October 2013
Job Investment Advisor, Branch Manager Peak Securities Inc: Focused on the growth and preservation of your wealth
Industry Financial Services
Experience
Peak Securities Inc. October 2013 - Present
Raymond James Ltd. February 2008 - October 2013
Berkshire Securities Inc June 2003 - February 2008
Edward Jones May 2001 - May 2003
Skills
Retirement Planning -..., Investment Planning -..., Insurance Advisor -..., Tax Planning - Planning..., Estate Planning, Strategic Financial..., Segregated Funds, Investment Strategies, Mutual Funds, Wealth Management, Fixed Annuities, Portfolio Management, Securities, Asset Managment, Equities, Business Planning, Investment Advisory, Risk Management, Technical Analysis, Retirement Planning, Investments, Asset Management
Education
City University of Seattle 2004 — 2008
Master of Business Administration (MBA), Finance and Financial Management Services
BCIT 1983 — 1985
Diploma of Technology, Biomedical Engineering
Peak Securities Inc. October 2013 - Present
Raymond James Ltd. February 2008 - October 2013
Berkshire Securities Inc June 2003 - February 2008
Edward Jones May 2001 - May 2003
Skills
Retirement Planning -..., Investment Planning -..., Insurance Advisor -..., Tax Planning - Planning..., Estate Planning, Strategic Financial..., Segregated Funds, Investment Strategies, Mutual Funds, Wealth Management, Fixed Annuities, Portfolio Management, Securities, Asset Managment, Equities, Business Planning, Investment Advisory, Risk Management, Technical Analysis, Retirement Planning, Investments, Asset Management
Education
City University of Seattle 2004 — 2008
Master of Business Administration (MBA), Finance and Financial Management Services
BCIT 1983 — 1985
Diploma of Technology, Biomedical Engineering
Matt Redshaw Matt Redshaw's Raymond James Ltd. Experience October 2012 - January 2015
Job Group Retirement Solutions | Investment Counselling | Wealth Management
Industry Financial Services
Experience
Tycuda Group at MacDougall Investment Counsel Inc. January 2015 - Present
Raymond James Ltd. October 2012 - January 2015
Canaccord Wealth Management 2011 - 2012
Hewlett-Packard October 2004 - October 2009
BC Hydro May 2003 - August 2003
Mitel September 2002 - December 2002
Envision Financial May 2002 - August 2002
Skills
Group Retirement..., Defined Contribution..., Wealth Management, Investment Management, Portfolio Management, Financial Planning, Leadership, Investments, Leadership Development, Marketing, Insurance, Entrepreneurship, Finance, Marketing Strategy
Education
Trinity Western University 2001 — 2004
BBA (Hons), Marketing
Laurentian Leadership Centre (TWU) 2002 — 2002
Simon Fraser University 2000 — 2001
Business
Tycuda Group at MacDougall Investment Counsel Inc. January 2015 - Present
Raymond James Ltd. October 2012 - January 2015
Canaccord Wealth Management 2011 - 2012
Hewlett-Packard October 2004 - October 2009
BC Hydro May 2003 - August 2003
Mitel September 2002 - December 2002
Envision Financial May 2002 - August 2002
Skills
Group Retirement..., Defined Contribution..., Wealth Management, Investment Management, Portfolio Management, Financial Planning, Leadership, Investments, Leadership Development, Marketing, Insurance, Entrepreneurship, Finance, Marketing Strategy
Education
Trinity Western University 2001 — 2004
BBA (Hons), Marketing
Laurentian Leadership Centre (TWU) 2002 — 2002
Simon Fraser University 2000 — 2001
Business
Jonathan Lo, MSc Jonathan Lo, MSc's Raymond James Ltd. Experience 2013 - Present
Job Equity Research Associate Technology at Raymond James Ltd.
Industry Investment Management
Experience
Raymond James Ltd. 2013 - Present
Chris Raper & Associates, of Raymond James Ltd. 2012 - 2013
CFA Institute Research Challenge - Team SFU 2011 - 2012
SFU Student Investment Advisory Services Fund (SIAS) 2011 - 2012
The Wawanesa Mutual Insurance Company 2010 - 2011
The Wawanesa Mutual Insurance Company 2010 - 2010
Skills
Equity Research, Financial Analysis, Financial Modeling, Bloomberg Terminal, Asset Allocation, Portfolio Management, Equity Valuation, Microsoft Office, Team Building, Asset Managment, Quantitative Analytics, Equities, Strategic Thinking, Microsoft Excel, Asset Management, Customer Relations
Education
CFA Institute
Passed Level III of the CFA Program
Simon Fraser University
MSc in Finance, Investment Management
Simon Fraser University
BA, Economics
Canadian Securities Institute
CSC, Canadian Securities Course
Raymond James Ltd. 2013 - Present
Chris Raper & Associates, of Raymond James Ltd. 2012 - 2013
CFA Institute Research Challenge - Team SFU 2011 - 2012
SFU Student Investment Advisory Services Fund (SIAS) 2011 - 2012
The Wawanesa Mutual Insurance Company 2010 - 2011
The Wawanesa Mutual Insurance Company 2010 - 2010
Skills
Equity Research, Financial Analysis, Financial Modeling, Bloomberg Terminal, Asset Allocation, Portfolio Management, Equity Valuation, Microsoft Office, Team Building, Asset Managment, Quantitative Analytics, Equities, Strategic Thinking, Microsoft Excel, Asset Management, Customer Relations
Education
CFA Institute
Passed Level III of the CFA Program
Simon Fraser University
MSc in Finance, Investment Management
Simon Fraser University
BA, Economics
Canadian Securities Institute
CSC, Canadian Securities Course
Bruce Lindsay Bruce Lindsay's Raymond James Ltd. Experience May 2003 - July 2006
Job Vice President, Branch Manager at Dundee Goodman Private Wealth
Industry Financial Services
Experience
Dundee Goodman Wealth Management February 2014 - Present
National Bank Financial Wealth Management August 2011 - February 2014
TD Waterhouse Private Investment Advice July 2006 - August 2011
Raymond james Ltd. May 2003 - July 2006
Skills
Wealth Management, Mutual Funds, Investment Advisory, Retirement Planning, Wealth, Investment Strategies, Investments, Portfolio Management, Strategic Financial..., Securities, Wealth Management..., High Net Worth..., Asset Allocation, Estate Planning, Equities, Fixed Income, Asset Managment, Retirement, Banking, Bonds
Education
Ryerson University 1971 — 1974
Dundee Goodman Wealth Management February 2014 - Present
National Bank Financial Wealth Management August 2011 - February 2014
TD Waterhouse Private Investment Advice July 2006 - August 2011
Raymond james Ltd. May 2003 - July 2006
Skills
Wealth Management, Mutual Funds, Investment Advisory, Retirement Planning, Wealth, Investment Strategies, Investments, Portfolio Management, Strategic Financial..., Securities, Wealth Management..., High Net Worth..., Asset Allocation, Estate Planning, Equities, Fixed Income, Asset Managment, Retirement, Banking, Bonds
Education
Ryerson University 1971 — 1974
Justin Keith Isaacs Justin Keith Isaacs's Raymond James Ltd. Experience February 2013 - Present
Job Portfolio Analyst at Raymond James Ltd.
Industry Investment Management
Experience
Raymond James Ltd. February 2013 - Present
Euro Pacific Canada August 2012 - January 2013
The Peak, SFU Newspaper September 2009 - April 2010
Education
Simon Fraser University 2008 — 2011
BBA, Finance
CFA Institute
Canadian Securities Institute
Canadian Securities Course (CSC); Conduct & Practices Handbook (CPH); 90 Day Training Program
Raymond James Ltd. February 2013 - Present
Euro Pacific Canada August 2012 - January 2013
The Peak, SFU Newspaper September 2009 - April 2010
Education
Simon Fraser University 2008 — 2011
BBA, Finance
CFA Institute
Canadian Securities Institute
Canadian Securities Course (CSC); Conduct & Practices Handbook (CPH); 90 Day Training Program
Scott Stauffer Scott Stauffer's Raymond James Ltd. Experience November 2009 - September 2010
Job SQL Server MVP | Data Warehouse / Business Intelligence Consultant | Data Platform Specialist
Industry Information Technology and Services
Experience
Legal Services Society of BC (Legal Aid BC) November 2014 - Present
SQLServerToolbox.com July 2005 - Present
CHC Helicopter January 2015 - July 2015
Metrie October 2012 - September 2014
School District #36 (Surrey) / Surrey Schools September 2012 - November 2012
Metrie (formerly Moulding and Millwork) October 2011 - June 2012
School District #36 (Surrey) / Surrey Schools April 2011 - September 2011
London Drugs September 2010 - September 2011
Raymond James Ltd. November 2009 - September 2010
Western Union Business Solutions May 2010 - August 2010
Skills
Microsoft SQL Server, T-SQL, SSIS, SSAS, SSRS, Kerberos Delegation, PowerPivot, SharePoint, Oracle SQL, DB2, DTS, Dimensional Modeling, Relational Data Modeling, ETL, Data Architecture, Crystal Reports, C#, Database Design, SQL, Business Intelligence..., Visual Studio, Dashboard, Agile Methodologies, Data Analysis, Stored Procedures, Database Administration, Business Analysis, .NET, Visual Basic, SDLC, Data Modeling, SQL Tuning, Architecture, OLAP, MDX, Data Warehousing, Requirements Analysis, VB.NET, XML, Oracle, Databases, Data Integration, Data Warehouse..., Data Mining, Performance Tuning, Relational Databases, Analysis Services, Delegation, Business Intelligence, Data Quality
Education
Douglas College 1992 — 1995
CIS Diploma, Computer Information Systems
Kimball University
Dimensional Modeller, Data Warehousing
Legal Services Society of BC (Legal Aid BC) November 2014 - Present
SQLServerToolbox.com July 2005 - Present
CHC Helicopter January 2015 - July 2015
Metrie October 2012 - September 2014
School District #36 (Surrey) / Surrey Schools September 2012 - November 2012
Metrie (formerly Moulding and Millwork) October 2011 - June 2012
School District #36 (Surrey) / Surrey Schools April 2011 - September 2011
London Drugs September 2010 - September 2011
Raymond James Ltd. November 2009 - September 2010
Western Union Business Solutions May 2010 - August 2010
Skills
Microsoft SQL Server, T-SQL, SSIS, SSAS, SSRS, Kerberos Delegation, PowerPivot, SharePoint, Oracle SQL, DB2, DTS, Dimensional Modeling, Relational Data Modeling, ETL, Data Architecture, Crystal Reports, C#, Database Design, SQL, Business Intelligence..., Visual Studio, Dashboard, Agile Methodologies, Data Analysis, Stored Procedures, Database Administration, Business Analysis, .NET, Visual Basic, SDLC, Data Modeling, SQL Tuning, Architecture, OLAP, MDX, Data Warehousing, Requirements Analysis, VB.NET, XML, Oracle, Databases, Data Integration, Data Warehouse..., Data Mining, Performance Tuning, Relational Databases, Analysis Services, Delegation, Business Intelligence, Data Quality
Education
Douglas College 1992 — 1995
CIS Diploma, Computer Information Systems
Kimball University
Dimensional Modeller, Data Warehousing
Samantha Kuypers Samantha Kuypers's Raymond James Ltd. Experience June 1996 - October 2002
Job Corporate Paralegal at Teekay Corporation
Industry Transportation/Trucking/Railroad
Experience
Teekay Corporation March 2011 - Present
Irwin White & Jennings November 2009 - February 2011
Intrawest Corporation May 2007 - October 2009
Club Intrawest November 2002 - April 2007
Raymond James Ltd. June 1996 - October 2002
Skills
Corporate Law, Legal Documents, Legal Writing, Corporate Governance, Document Review, Legal Research, Legal Assistance, Document Drafting, Securities, BoardVantage, Blueprint, Project Planning, Bloomberg Terminal, Policy, Due Diligence, Employment Law
Education
Canadian Securities Institute
Canadian Securities Course & CPH Exam
Capilano University
Certificate, Paralegal Studies
UBC
Bachelor of Arts (B.A.), English Literature
Teekay Corporation March 2011 - Present
Irwin White & Jennings November 2009 - February 2011
Intrawest Corporation May 2007 - October 2009
Club Intrawest November 2002 - April 2007
Raymond James Ltd. June 1996 - October 2002
Skills
Corporate Law, Legal Documents, Legal Writing, Corporate Governance, Document Review, Legal Research, Legal Assistance, Document Drafting, Securities, BoardVantage, Blueprint, Project Planning, Bloomberg Terminal, Policy, Due Diligence, Employment Law
Education
Canadian Securities Institute
Canadian Securities Course & CPH Exam
Capilano University
Certificate, Paralegal Studies
UBC
Bachelor of Arts (B.A.), English Literature
Guy Birnie, CPA, CMA Guy Birnie, CPA, CMA's Raymond James Ltd. Experience August 2013 - Present
Job Registered Plans Associate at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. August 2013 - Present
Dominion Lending Centres Platinum Services January 2008 - July 2013
AR Partners Chartered Accoutants December 2012 - April 2013
Dominion Lending Centres January 2006 - January 2008
Meridian Financial Services January 2003 - January 2006
Dairyland Home Service January 1996 - January 2003
Skills
Mortgage Lending, Debt Consolidation, Second Mortgages, Certified Mortgage..., Residential Mortgages, Refinance, Home Equity Lines of..., Commercial Mortgages, Construction Loans, Reverse Mortgages, Mortgage Marketing, Home Equity Loans, Underwriting, Mortgage Underwriting, Home Equity, Mortgage Brokers, Investments
Education
The University of British Columbia 1992 — 1996
B.Com, Business
The University of British Columbia 2003 — 2003
Bachelor's degree, Mortgage Broker Licence
Canadian Securities Institute 2014 — 2015
Capital Markets, Completed
Certified Management Accounting Program 2012 — 2015
CMA Designation, Accounting and Finance
Raymond James Ltd. August 2013 - Present
Dominion Lending Centres Platinum Services January 2008 - July 2013
AR Partners Chartered Accoutants December 2012 - April 2013
Dominion Lending Centres January 2006 - January 2008
Meridian Financial Services January 2003 - January 2006
Dairyland Home Service January 1996 - January 2003
Skills
Mortgage Lending, Debt Consolidation, Second Mortgages, Certified Mortgage..., Residential Mortgages, Refinance, Home Equity Lines of..., Commercial Mortgages, Construction Loans, Reverse Mortgages, Mortgage Marketing, Home Equity Loans, Underwriting, Mortgage Underwriting, Home Equity, Mortgage Brokers, Investments
Education
The University of British Columbia 1992 — 1996
B.Com, Business
The University of British Columbia 2003 — 2003
Bachelor's degree, Mortgage Broker Licence
Canadian Securities Institute 2014 — 2015
Capital Markets, Completed
Certified Management Accounting Program 2012 — 2015
CMA Designation, Accounting and Finance
Caroline Troy, MBA, CBV Caroline Troy, MBA, CBV's Raymond James Ltd. Experience January 2000 - July 2007
Job
Industry Investment Banking
Experience
Troy Valuations Inc. January 2012 - Present
Salman Partners Inc. July 2007 - January 2012
Compton Petroleum 2012 - 2012
Raymond James Ltd. January 2000 - July 2007
Skills
Business Valuation, Financial Modeling, Fairness Opinions, Public Equity Offerings, M&A Advisory Services, Capital Markets, Negotiation, Valuation, Mergers & Acquisitions, Equities, Venture Capital, Economics, Private Equity
Education
Wilfrid Laurier University 1999 — 2000
Master of Business Administration (MBA), Finance, General
The University of Calgary 1989 — 1993
Bachelor of Arts (BA), Economics
Troy Valuations Inc. January 2012 - Present
Salman Partners Inc. July 2007 - January 2012
Compton Petroleum 2012 - 2012
Raymond James Ltd. January 2000 - July 2007
Skills
Business Valuation, Financial Modeling, Fairness Opinions, Public Equity Offerings, M&A Advisory Services, Capital Markets, Negotiation, Valuation, Mergers & Acquisitions, Equities, Venture Capital, Economics, Private Equity
Education
Wilfrid Laurier University 1999 — 2000
Master of Business Administration (MBA), Finance, General
The University of Calgary 1989 — 1993
Bachelor of Arts (BA), Economics
Catherine Healy Catherine Healy's Raymond James Ltd. Experience September 2010 - Present
Job Financial Assistant at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. September 2010 - Present
Edward Jones February 2004 - September 2010
RBC Dominion Securities May 1996 - September 2003
Richardson Greenshields of Canada Ltd. May 1992 - August 1995
Skills
Mutual Funds, Strategic Financial..., Wealth Management, Retirement Planning, Investments, Retirement, Estate Planning, Equities, Investment Strategies, Leadership, Investment Advisory, Securities, Finance, Employee Benefits, Financial Services, Portfolio Management, Asset Management, Insurance, Bonds, Asset Allocation, Risk Management, Fixed Annuities, Wealth, Options, Fixed Income, Financial Advisory, Banking, Succession Planning, Alternative Investments, Client Services, Relationship Management, Bloomberg, Hedge Funds, Pensions, ETFs, Financial Markets, Financial Planning
Education
McGill University 2006 — 2011
Graduate Diploma, Human Resources Management
The University of Western Ontario 1988 — 1992
Honours BA, Political Science
Raymond James Ltd. September 2010 - Present
Edward Jones February 2004 - September 2010
RBC Dominion Securities May 1996 - September 2003
Richardson Greenshields of Canada Ltd. May 1992 - August 1995
Skills
Mutual Funds, Strategic Financial..., Wealth Management, Retirement Planning, Investments, Retirement, Estate Planning, Equities, Investment Strategies, Leadership, Investment Advisory, Securities, Finance, Employee Benefits, Financial Services, Portfolio Management, Asset Management, Insurance, Bonds, Asset Allocation, Risk Management, Fixed Annuities, Wealth, Options, Fixed Income, Financial Advisory, Banking, Succession Planning, Alternative Investments, Client Services, Relationship Management, Bloomberg, Hedge Funds, Pensions, ETFs, Financial Markets, Financial Planning
Education
McGill University 2006 — 2011
Graduate Diploma, Human Resources Management
The University of Western Ontario 1988 — 1992
Honours BA, Political Science
Peter Kahnert Peter Kahnert's Raymond James Ltd. Experience June 2002 - Present
Job Senior Vice President, Corporate Communications and Marketing
Industry Financial Services
Experience
Writers' Trust of Canada 2006 - Present
Raymond James Ltd. June 2002 - Present
Merrill Lynch Canada 1999 - 2001
Midland Walwyn Canada Inc. January 1995 - August 1999
Royal Bank of Canada 1988 - 1995
Skills
Public Relations, Strategic Planning, Team Leadership, Corporate Communications, Change Management, Media Relations, Marketing Communications, Public Speaking, Marketing Strategy, Business Planning, Editing, Customer Relations, Social Media Marketing, Business Strategy, Writing, Marketing, Nonprofits, Advertising, Internal Communications, Investments
Education
Ryerson University 1978 — 1981
BA, Journalism
Ivey Executive Management, Investor relations
Writers' Trust of Canada 2006 - Present
Raymond James Ltd. June 2002 - Present
Merrill Lynch Canada 1999 - 2001
Midland Walwyn Canada Inc. January 1995 - August 1999
Royal Bank of Canada 1988 - 1995
Skills
Public Relations, Strategic Planning, Team Leadership, Corporate Communications, Change Management, Media Relations, Marketing Communications, Public Speaking, Marketing Strategy, Business Planning, Editing, Customer Relations, Social Media Marketing, Business Strategy, Writing, Marketing, Nonprofits, Advertising, Internal Communications, Investments
Education
Ryerson University 1978 — 1981
BA, Journalism
Ivey Executive Management, Investor relations
Gary Dandridge Gary Dandridge's Raymond James Ltd. Experience April 2014 - August 2014
Job IT Leader, Strategy & Delivery in Capital Markets and Wealth Technology
Industry Information Technology and Services
Experience
Manulife Financial January 2015 - Present
Raymond James Ltd. April 2014 - August 2014
SunGard Financial Systems April 2011 - January 2014
Stratix Consulting 1997 - March 2011
Scotiabank 1995 - 1997
ScotiaMcLeod 1994 - 1995
ScotiaMcLeod 1992 - 1994
Canadian Tire 1988 - 1992
Skills
IT Strategy, Capital Markets, Enterprise Architecture, Wealth Management, Portfolio Management, Electronic Trading, Management Consulting, Governance, Back Office, Prime Brokerage, IT Roadmaps, Strategic Sourcing, Vendor Management, FX Options, Property & Casualty..., Asset Management, Client Relationships..., Project Management, Project Portfolio..., Business Process, Business Transformation, Data Governance, Data Management
Education
McGill University
B.Comm
Vanier College
Pure and Applied Science
Canadian Securities Institute
Canadian Securities Course, Conduct and Practices
Manulife Financial January 2015 - Present
Raymond James Ltd. April 2014 - August 2014
SunGard Financial Systems April 2011 - January 2014
Stratix Consulting 1997 - March 2011
Scotiabank 1995 - 1997
ScotiaMcLeod 1994 - 1995
ScotiaMcLeod 1992 - 1994
Canadian Tire 1988 - 1992
Skills
IT Strategy, Capital Markets, Enterprise Architecture, Wealth Management, Portfolio Management, Electronic Trading, Management Consulting, Governance, Back Office, Prime Brokerage, IT Roadmaps, Strategic Sourcing, Vendor Management, FX Options, Property & Casualty..., Asset Management, Client Relationships..., Project Management, Project Portfolio..., Business Process, Business Transformation, Data Governance, Data Management
Education
McGill University
B.Comm
Vanier College
Pure and Applied Science
Canadian Securities Institute
Canadian Securities Course, Conduct and Practices
Larbi Moumni Larbi Moumni's Raymond James Ltd. Experience January 2015 - Present
Job PCS Associate at Raymond James
Industry Investment Banking
Experience
Raymond James Ltd. January 2015 - Present
Skills
Foreign Languages, Organization, Friendly Personality, Social Networking, Microsoft Word, Microsoft Excel, Cooking, Access, SAP, Financial Analysis, Investments, Teamwork, Spanish, Research, Public Relations, Microsoft Office, Team Leadership, Bloomberg Terminal, Bloomberg, Due Diligence, Customer Service, Sales, Analysis, Time Management, Marketing, PowerPoint, Leadership, Management
Education
Carleton University 2009 — 2013
International Business
Universidad Europea de Madrid 2011 — 2012
General Marketing/Marketing Management
The American School of Tangier 1994 — 2009
High School Diploma
Raymond James Ltd. January 2015 - Present
Skills
Foreign Languages, Organization, Friendly Personality, Social Networking, Microsoft Word, Microsoft Excel, Cooking, Access, SAP, Financial Analysis, Investments, Teamwork, Spanish, Research, Public Relations, Microsoft Office, Team Leadership, Bloomberg Terminal, Bloomberg, Due Diligence, Customer Service, Sales, Analysis, Time Management, Marketing, PowerPoint, Leadership, Management
Education
Carleton University 2009 — 2013
International Business
Universidad Europea de Madrid 2011 — 2012
General Marketing/Marketing Management
The American School of Tangier 1994 — 2009
High School Diploma
Joe Paladino Joe Paladino's Raymond James Ltd. Experience Director, ComplianceBMO Capital MarketsJune 2002 - December 2010
Job VP Compliance at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. Director, ComplianceBMO Capital MarketsJune 2002 - December 2010
Ontario Securities Commission 2000 - 2002
Education
Queen's University 1995 — 1998
LL.B.
University of Toronto 1990 — 1995
BA (Hons), Economics
Raymond James Ltd. Director, ComplianceBMO Capital MarketsJune 2002 - December 2010
Ontario Securities Commission 2000 - 2002
Education
Queen's University 1995 — 1998
LL.B.
University of Toronto 1990 — 1995
BA (Hons), Economics
Alvin Cheung, CFA's Raymond James Ltd. Experience 2011 - 2012
Job Investment Analyst at Fulcra Asset Management
Industry Investment Management
Experience
Fulcra Asset Management 2012 - Present
OG Investments 2008 - 2013
Raymond James Ltd. 2011 - 2012
Westwood Plateau Golf & Country Club 2009 - 2009
Education
The University of British Columbia 2007 — 2012
Bcom, Finance and Entrepreneurship
CFA Institute
Chartered Financial Analyst
Canadian Securities Institute 2008 — 2012
Certifications: Derivatives Market Strategies; Equity Sales & Trading; Fixed Income Sales & Trading
Fulcra Asset Management 2012 - Present
OG Investments 2008 - 2013
Raymond James Ltd. 2011 - 2012
Westwood Plateau Golf & Country Club 2009 - 2009
Education
The University of British Columbia 2007 — 2012
Bcom, Finance and Entrepreneurship
CFA Institute
Chartered Financial Analyst
Canadian Securities Institute 2008 — 2012
Certifications: Derivatives Market Strategies; Equity Sales & Trading; Fixed Income Sales & Trading
Thomas Popielarczyk CFP, CIM, RHU Thomas Popielarczyk CFP, CIM, RHU's Raymond James Ltd. Experience
Job Financial Advisor at Raymond James Ltd
Industry Financial Services
Experience
Raymond James Ltd
Skills
Retirement Planning, Wealth Management, Investments, Mutual Funds, Asset Allocation, Investment Advisory, Portfolio Management, Retirement, Estate Planning, Financial Advisory
Education
McMaster University
BA, Economics
Raymond James Ltd
Skills
Retirement Planning, Wealth Management, Investments, Mutual Funds, Asset Allocation, Investment Advisory, Portfolio Management, Retirement, Estate Planning, Financial Advisory
Education
McMaster University
BA, Economics
Thomas Raidl Thomas Raidl's Raymond James Ltd. Experience 1995 - Present
Job National Director, Private Client Group Administration at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. 1995 - Present
Grant Thornton LLP in Canada 1985 - 1995
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investment Advisory, Mutual Funds, Equities, Financial Services, Investments, Portfolio Management, Asset Management, Financial Analysis, Investment Strategies, Hedge Funds, Fixed Income, Capital Markets, Securities, Financial Advisory, Risk Management, Financial Modeling, Wealth, Financial Planners, Retirement, Estate Planning, Asset Allocation
Education
CICA 1985 — 1986
CA
The University of British Columbia / UBC
B. Comm, Accounting
Raymond James Ltd. 1995 - Present
Grant Thornton LLP in Canada 1985 - 1995
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investment Advisory, Mutual Funds, Equities, Financial Services, Investments, Portfolio Management, Asset Management, Financial Analysis, Investment Strategies, Hedge Funds, Fixed Income, Capital Markets, Securities, Financial Advisory, Risk Management, Financial Modeling, Wealth, Financial Planners, Retirement, Estate Planning, Asset Allocation
Education
CICA 1985 — 1986
CA
The University of British Columbia / UBC
B. Comm, Accounting
H Dale Houser H Dale Houser's Raymond James Ltd. Experience January 2008 - Present
Job Financial Advisor at Raymond James Ltd
Industry Financial Services
Experience
Raymond James Ltd January 2008 - Present
Research Capital June 1991 - November 2007
Education
Ryerson University 1964 — 1967
Finance
Raymond James Ltd January 2008 - Present
Research Capital June 1991 - November 2007
Education
Ryerson University 1964 — 1967
Finance
Fritz Luehmann Fritz Luehmann's Raymond James Ltd. Experience March 2007 - Present
Job Helpdesk Tech Support
Industry Computer Hardware
Experience
Raymond James Ltd. March 2007 - Present
Tek Systems September 2006 - March 2007
The Original Cakerie June 2000 - September 2006
Electronic Arts Canada 2006 - 2006
Skills
Troubleshooting, XP, Excel, VPN, Access, Windows 7, PowerPoint, Customer Relations, Active Directory, Computer Hardware, Problem Solving, Microsoft Office, Windows, Customer Service, Word, Deployment, Hardware, TCP/IP, Laptops, Help Desk Support, VMware, Visio, Microsoft Exchange, Training, Windows Server, System Deployment, Blackberry, Networking, Software Installation, Servers, Windows XP, Technical Support, Microsoft Word, Microsoft Excel
Education
CTC Train Canada 2011 — 2011
Windows 7
British Columbia Institute of Technology 2005 — 2005
Comp TIA A+ O/S Technologies and Core Hardware Program
British Columbia Institute of Technology 2004 — 2004
Windows XP Professional
Vancouver School Board 2004 — 2004
Advanced Microsoft Access
Corporate Communications Training College 1999 — 1999
Information Technology Systems Program
Raymond James Ltd. March 2007 - Present
Tek Systems September 2006 - March 2007
The Original Cakerie June 2000 - September 2006
Electronic Arts Canada 2006 - 2006
Skills
Troubleshooting, XP, Excel, VPN, Access, Windows 7, PowerPoint, Customer Relations, Active Directory, Computer Hardware, Problem Solving, Microsoft Office, Windows, Customer Service, Word, Deployment, Hardware, TCP/IP, Laptops, Help Desk Support, VMware, Visio, Microsoft Exchange, Training, Windows Server, System Deployment, Blackberry, Networking, Software Installation, Servers, Windows XP, Technical Support, Microsoft Word, Microsoft Excel
Education
CTC Train Canada 2011 — 2011
Windows 7
British Columbia Institute of Technology 2005 — 2005
Comp TIA A+ O/S Technologies and Core Hardware Program
British Columbia Institute of Technology 2004 — 2004
Windows XP Professional
Vancouver School Board 2004 — 2004
Advanced Microsoft Access
Corporate Communications Training College 1999 — 1999
Information Technology Systems Program
Ferron Campbell's Raymond James Ltd. Experience September 2012 - Present
Job Investment Advisor at Raymond James Ltd
Industry Financial Services
Experience
Raymond James Ltd. September 2012 - Present
Investors Group Financial Services Inc. May 2006 - May 2012
Rogers Communications January 1997 - August 2005
Skills
Mutual Funds, Wealth Management, Retirement, Strategic Financial..., Financial Planners, Critical Illness, Estate Planning, Investments, Investment Strategies, Wealth, Disability Insurance, Mortgage Lending, Tax
Education
Concordia University
John Abbott College
west island college
Raymond James Ltd. September 2012 - Present
Investors Group Financial Services Inc. May 2006 - May 2012
Rogers Communications January 1997 - August 2005
Skills
Mutual Funds, Wealth Management, Retirement, Strategic Financial..., Financial Planners, Critical Illness, Estate Planning, Investments, Investment Strategies, Wealth, Disability Insurance, Mortgage Lending, Tax
Education
Concordia University
John Abbott College
west island college
Mitchell Rosenberg Mitchell Rosenberg's Raymond James Ltd. Experience May 2013 - Present
Job Investment Advisor, Private Client Group, Raymond James Ltd
Industry Financial Services
Experience
Raymond James Ltd May 2013 - Present
Macquarie Private Wealth Inc. January 2010 - May 2013
Blackmont Capital August 2003 - January 2010
CIBC Wood Gundy January 2001 - August 2003
Merrill Lynch Canada inc. January 1999 - January 2001
Skills
Investment Advisory, Wealth Management, Equities, Investments, Investment Strategies, Retirement Planning, Bonds, Securities, Alternative Investments, musician, ETFs, Mutual Funds, Retirement, Wealth Management..., Asset Allocation, Wealth, Portfolio Management, Asset Management, Financial Planning, Financial Advisory, Fixed Income
Education
Canadian Securities Institute
CSC,PFP.CPH.
McGill University
B.A, Economics, Industrial Relations
Raymond James Ltd May 2013 - Present
Macquarie Private Wealth Inc. January 2010 - May 2013
Blackmont Capital August 2003 - January 2010
CIBC Wood Gundy January 2001 - August 2003
Merrill Lynch Canada inc. January 1999 - January 2001
Skills
Investment Advisory, Wealth Management, Equities, Investments, Investment Strategies, Retirement Planning, Bonds, Securities, Alternative Investments, musician, ETFs, Mutual Funds, Retirement, Wealth Management..., Asset Allocation, Wealth, Portfolio Management, Asset Management, Financial Planning, Financial Advisory, Fixed Income
Education
Canadian Securities Institute
CSC,PFP.CPH.
McGill University
B.A, Economics, Industrial Relations
Kale Wild's Raymond James Ltd. Experience September 2014 - Present
Job Associate at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. September 2014 - Present
Cumberland Grads Jr. A Hockey Club November 2014 - Present
Child Check-Mate System Inc. May 2013 - Present
Raymond James Financial Inc. May 2013 - August 2014
ClubLink Corporation May 2012 - August 2012
ClubLink Corporation April 2011 - August 2011
Federal Election Campaign May 2011 - May 2011
Cumberland Grads minor Hockey School August 2009 - August 2010
ClubLink Corporation May 2006 - August 2010
Skills
Event Management, Event Planning, Social Media, Teamwork, Time Management, Customer Service, Marketing Communications, Microsoft Office, Marketing, Public Relations, Market Research, Golf, Sales, Business Development, Sports, Public Speaking, PowerPoint, Corporate Events, Analysis, CRM, Leadership, Social Networking, Marketing Strategy, Research, Team Leadership, Account Management, Fundraising
Education
Simon Fraser University 2012 — 2014
Bachelor's degree, Economics
University of Ottawa / Université d'Ottawa 2009 — 2012
Economics
Raymond James Ltd. September 2014 - Present
Cumberland Grads Jr. A Hockey Club November 2014 - Present
Child Check-Mate System Inc. May 2013 - Present
Raymond James Financial Inc. May 2013 - August 2014
ClubLink Corporation May 2012 - August 2012
ClubLink Corporation April 2011 - August 2011
Federal Election Campaign May 2011 - May 2011
Cumberland Grads minor Hockey School August 2009 - August 2010
ClubLink Corporation May 2006 - August 2010
Skills
Event Management, Event Planning, Social Media, Teamwork, Time Management, Customer Service, Marketing Communications, Microsoft Office, Marketing, Public Relations, Market Research, Golf, Sales, Business Development, Sports, Public Speaking, PowerPoint, Corporate Events, Analysis, CRM, Leadership, Social Networking, Marketing Strategy, Research, Team Leadership, Account Management, Fundraising
Education
Simon Fraser University 2012 — 2014
Bachelor's degree, Economics
University of Ottawa / Université d'Ottawa 2009 — 2012
Economics
Sarah Haney Sarah Haney's Raymond James Ltd. Experience January 2015 - Present
Job Marketing Coordinator, Corporate Communications at Raymond James Ltd.
Industry Public Relations and Communications
Experience
Raymond James Ltd. January 2015 - Present
Skills
Public Relations, Strategic Communications, Marketing, Social Media Marketing, Editing, Advertising, Press Releases, Media Relations, Social Media, Marketing Communications, Event Planning, Facebook, Event Management, Copywriting, Blogging, Social Networking, Public Speaking, Corporate Communications, Marketing Strategy, Fundraising, Market Research, Research, Marketing Research, Strategic Planning, Microsoft Office, Internal Communications, Community Outreach
Education
McMaster University 2007 — 2011
Honours Bachelor of Arts, Communication Studies and Political Science
Humber College
Post Graduate Certificate, Public Relations
Raymond James Ltd. January 2015 - Present
Skills
Public Relations, Strategic Communications, Marketing, Social Media Marketing, Editing, Advertising, Press Releases, Media Relations, Social Media, Marketing Communications, Event Planning, Facebook, Event Management, Copywriting, Blogging, Social Networking, Public Speaking, Corporate Communications, Marketing Strategy, Fundraising, Market Research, Research, Marketing Research, Strategic Planning, Microsoft Office, Internal Communications, Community Outreach
Education
McMaster University 2007 — 2011
Honours Bachelor of Arts, Communication Studies and Political Science
Humber College
Post Graduate Certificate, Public Relations
Dean Aminirad Dean Aminirad's Raymond James Ltd. Experience April 2010 - June 2010
Job Infrastructure Solution Lead at Shoppers Drug Mart
Industry Information Technology and Services
Experience
Shoppers Drug Mart January 2015 - Present
Federal Government of Canada November 2012 - August 2014
CAPREIT October 2011 - January 2012
Metrolinx/GO Transit July 2011 - September 2011
McCain Foods September 2010 - June 2011
Raymond James Ltd. April 2010 - June 2010
2000Plus Technology Services March 2006 - January 2009
City of Toronto May 1990 - January 2003
Skills
Enterprise Network..., Windows Server 2008 /..., Create IDD..., Create Implementaion..., VMware vSphere 4.x & 5.x, Microsoft Exchange, Microsoft SQL Server, SCOM 2007/2012, Blackberry Enterprise..., System Administration, Linux, ITIL, DNS, Firewalls, IIS, DHCP, TCP/IP protocols, Servers, SCCM, Technical Support, IBM Tivoli, Disaster Recovery, Active Directory, Information Technology, Network Administration, Networking, Backup Exec
Education
Shahid Beheshti University 1975 — 1980
Bachelor’s Degree, Computer Science
Shoppers Drug Mart January 2015 - Present
Federal Government of Canada November 2012 - August 2014
CAPREIT October 2011 - January 2012
Metrolinx/GO Transit July 2011 - September 2011
McCain Foods September 2010 - June 2011
Raymond James Ltd. April 2010 - June 2010
2000Plus Technology Services March 2006 - January 2009
City of Toronto May 1990 - January 2003
Skills
Enterprise Network..., Windows Server 2008 /..., Create IDD..., Create Implementaion..., VMware vSphere 4.x & 5.x, Microsoft Exchange, Microsoft SQL Server, SCOM 2007/2012, Blackberry Enterprise..., System Administration, Linux, ITIL, DNS, Firewalls, IIS, DHCP, TCP/IP protocols, Servers, SCCM, Technical Support, IBM Tivoli, Disaster Recovery, Active Directory, Information Technology, Network Administration, Networking, Backup Exec
Education
Shahid Beheshti University 1975 — 1980
Bachelor’s Degree, Computer Science
Brian Worth's Raymond James Ltd. Experience June 2015 - Present
Job SVP & Portfolio Manager at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. June 2015 - Present
Richardson GMP Limited January 2014 - May 2015
AFOA Canada January 2014 - February 2015
Macquarie Private Wealth December 2005 - November 2013
United Capital 1995 - 2005
Global Securities 1991 - 1995
CM Oliver & Company 1987 - 1990
Skills
Portfolio Management, Alternative Investments, Equities, Fundamental Research, Hedge Funds, Asset Allocation, Investment Strategies, Fixed Income, Equity Research, Options, Asset Management, Equity Trading, Asset Managment, Investment Advisory, Securities, Mutual Funds, Investments, Risk Management, Wealth Management, Investment Management, Derivatives, Research, Corporate Finance, Capital Markets, Financial Modeling, Private Equity, Valuation, Financial Services, Due Diligence, Financial Markets, Financial Planning, Investment Banking
Education
The University of British Columbia / UBC 1975 — 1981
faculty member - Chemistry, MBA course (incomplete)
Imperial College London 1973 — 1975
D.I.C., Chemistry
The Australian National University 1970 — 1973
Ph.D., Chemistry
University of New South Wales
Bachelor of Science (B.Sc.), Chemistry, Hons
Raymond James Ltd. June 2015 - Present
Richardson GMP Limited January 2014 - May 2015
AFOA Canada January 2014 - February 2015
Macquarie Private Wealth December 2005 - November 2013
United Capital 1995 - 2005
Global Securities 1991 - 1995
CM Oliver & Company 1987 - 1990
Skills
Portfolio Management, Alternative Investments, Equities, Fundamental Research, Hedge Funds, Asset Allocation, Investment Strategies, Fixed Income, Equity Research, Options, Asset Management, Equity Trading, Asset Managment, Investment Advisory, Securities, Mutual Funds, Investments, Risk Management, Wealth Management, Investment Management, Derivatives, Research, Corporate Finance, Capital Markets, Financial Modeling, Private Equity, Valuation, Financial Services, Due Diligence, Financial Markets, Financial Planning, Investment Banking
Education
The University of British Columbia / UBC 1975 — 1981
faculty member - Chemistry, MBA course (incomplete)
Imperial College London 1973 — 1975
D.I.C., Chemistry
The Australian National University 1970 — 1973
Ph.D., Chemistry
University of New South Wales
Bachelor of Science (B.Sc.), Chemistry, Hons
Brian Aarenau Brian Aarenau's Raymond James Ltd. Experience September 2008 - Present
Job Financial Advisor at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. September 2008 - Present
Canaccord Financial November 2003 - September 2008
CIBC Wood Gundy December 1996 - November 2003
Skills
Communicating with..., Heling clients to..., Creating financial and..., reviewing and..., Protecting Managing and..., Investments, Financial Advisory, Portfolio Management, Retirement, Estate Planning, Asset Allocation, Insurance, Risk Management, Finance, Retirement Planning, Securities, Wealth Management, Investment Strategies, Investment Advisory, Mutual Funds, Wealth, Equities, Financial Planners
Education
Carleton University 1991 — 1993
MMS, Finance
Raymond James Ltd. September 2008 - Present
Canaccord Financial November 2003 - September 2008
CIBC Wood Gundy December 1996 - November 2003
Skills
Communicating with..., Heling clients to..., Creating financial and..., reviewing and..., Protecting Managing and..., Investments, Financial Advisory, Portfolio Management, Retirement, Estate Planning, Asset Allocation, Insurance, Risk Management, Finance, Retirement Planning, Securities, Wealth Management, Investment Strategies, Investment Advisory, Mutual Funds, Wealth, Equities, Financial Planners
Education
Carleton University 1991 — 1993
MMS, Finance
Candice Williams Candice Williams's Raymond James Ltd. Experience 2003 - 2006
Job Partner, Assembly Stakeholder Relations
Industry Capital Markets
Experience
Assembly Stakeholder Relations January 2012 - Present
Canaccord Genuity Inc. January 2008 - January 2012
Raymond James Ltd. 2003 - 2006
Skills
Investor Relations, Financial Analysis, Equity Research, Roadshows, Perception Studies, Investor Relations..., Bloomberg, Capital Markets, Equities, Fixed Income, Investments, Portfolio Management, Valuation, Equity Valuation, Investment Banking, Financial Modeling, Trading, Private Equity, Quantitative Analytics
Education
CFA 2003 — 2005
The University of British Columbia / UBC 2001 — 2003
Assembly Stakeholder Relations January 2012 - Present
Canaccord Genuity Inc. January 2008 - January 2012
Raymond James Ltd. 2003 - 2006
Skills
Investor Relations, Financial Analysis, Equity Research, Roadshows, Perception Studies, Investor Relations..., Bloomberg, Capital Markets, Equities, Fixed Income, Investments, Portfolio Management, Valuation, Equity Valuation, Investment Banking, Financial Modeling, Trading, Private Equity, Quantitative Analytics
Education
CFA 2003 — 2005
The University of British Columbia / UBC 2001 — 2003
Christine Eisenhauer Christine Eisenhauer's Raymond James Ltd. Experience January 2002 - December 2003
Job On maternity leave
Industry Human Resources
Experience
On Maternity Leave July 2013 - Present
HR Consultant June 2012 - Present
Boomerswork.ca June 2012 - Present
Archway Search Consultants May 2009 - June 2012
Scotia Capital October 2006 - September 2008
Amaranth Advisors 2003 - 2006
Raymond James Ltd. January 2002 - December 2003
Raymond James Financial January 2001 - December 2002
Raymond James Financial January 2001 - December 2002
CIBC World Markets June 1999 - December 2000
Skills
Recruiting, Asset Managment, Financial Analysis, Investments, Risk Management
Education
Dalhousie University 1995 — 1999
BComm, Commerce Co-op
Lakefield College School
On Maternity Leave July 2013 - Present
HR Consultant June 2012 - Present
Boomerswork.ca June 2012 - Present
Archway Search Consultants May 2009 - June 2012
Scotia Capital October 2006 - September 2008
Amaranth Advisors 2003 - 2006
Raymond James Ltd. January 2002 - December 2003
Raymond James Financial January 2001 - December 2002
Raymond James Financial January 2001 - December 2002
CIBC World Markets June 1999 - December 2000
Skills
Recruiting, Asset Managment, Financial Analysis, Investments, Risk Management
Education
Dalhousie University 1995 — 1999
BComm, Commerce Co-op
Lakefield College School
Dave Lougheed Dave Lougheed's Raymond James Ltd. Experience November 2013 - Present
Job Vice President, Portfolio Manager, Private Client Group with Raymond James Ltd.
Industry Investment Management
Experience
Raymond James Ltd. November 2013 - Present
Heritage Park Historical Village 2012 - 2015
Heritage Park Historical Village 2012 - 2015
Macquarie Private Wealth November 2010 - October 2013
Rugby 1968 - 2012
BMO Nesbitt Burns November 2004 - October 2010
Leicester Tigers RFC July 1998 - June 2000
Upper Canada College July 1993 - June 1998
Skills
Investments, Investment Strategies, Wealth Management, Investment Advisory, Equities, Wealth Management..., Wealth, Mutual Funds, Succession Planning, Alternative Investments, Securities, Strategic Financial..., Retirement Planning, Investment Management, Finance, Financial Advisory
Education
The University of Calgary 2000 — 2002
Master of Business Administration (M.B.A.)
Upper Canada College 1993 — 1998
Queen's University 1986 — 1993
BA/BPHE, MA
The University of Western Ontario 1991 — 1992
B.Ed.
Raymond James Ltd. November 2013 - Present
Heritage Park Historical Village 2012 - 2015
Heritage Park Historical Village 2012 - 2015
Macquarie Private Wealth November 2010 - October 2013
Rugby 1968 - 2012
BMO Nesbitt Burns November 2004 - October 2010
Leicester Tigers RFC July 1998 - June 2000
Upper Canada College July 1993 - June 1998
Skills
Investments, Investment Strategies, Wealth Management, Investment Advisory, Equities, Wealth Management..., Wealth, Mutual Funds, Succession Planning, Alternative Investments, Securities, Strategic Financial..., Retirement Planning, Investment Management, Finance, Financial Advisory
Education
The University of Calgary 2000 — 2002
Master of Business Administration (M.B.A.)
Upper Canada College 1993 — 1998
Queen's University 1986 — 1993
BA/BPHE, MA
The University of Western Ontario 1991 — 1992
B.Ed.
Jeff Smilgis, BBA CFP FMA CSWP Jeff Smilgis, BBA CFP FMA CSWP's Raymond James Ltd. Experience January 2014 - Present
Job Financial Advisor at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. January 2014 - Present
TD Waterhouse September 2008 - January 2014
BMO Nesbitt Burns May 2006 - September 2008
Infowave 2001 - 2003
Infowave 2001 - 2003
MDSI 2000 - 2000
TELUS 1992 - 2000
Skills
Wealth, Wealth Management, Strategic Financial..., Retirement Planning, Retirement, Estate Planning, Investments, Tax-efficient Investing, Stock Trading, Mutual Funds, Bonds, NexGen, Structured Products, Retirement Savings, RRSP, Insurance, Pensions, Personal Pensions, Financial Markets, ETFs, Index Funds, Investment Management, Certified Financial..., Financial Planners, Financial Planning
Education
Simon Fraser University 1988 — 1992
Bachelor of Business Administration (BBA), Marketing and Finance
Raymond James Ltd. January 2014 - Present
TD Waterhouse September 2008 - January 2014
BMO Nesbitt Burns May 2006 - September 2008
Infowave 2001 - 2003
Infowave 2001 - 2003
MDSI 2000 - 2000
TELUS 1992 - 2000
Skills
Wealth, Wealth Management, Strategic Financial..., Retirement Planning, Retirement, Estate Planning, Investments, Tax-efficient Investing, Stock Trading, Mutual Funds, Bonds, NexGen, Structured Products, Retirement Savings, RRSP, Insurance, Pensions, Personal Pensions, Financial Markets, ETFs, Index Funds, Investment Management, Certified Financial..., Financial Planners, Financial Planning
Education
Simon Fraser University 1988 — 1992
Bachelor of Business Administration (BBA), Marketing and Finance
Nik Zabaljac Nik Zabaljac's Raymond James Ltd. Experience August 2013 - Present
Job Investment Representative Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. August 2013 - Present
BMO Financial Group January 2011 - August 2013
Skills
Banking, Mutual Funds, Wealth Management, Investments, Time Management, Portfolio Management, Teamwork, Credit, Strategic Financial..., Financial Services, Customer Service, Retirement Planning, Finance, Leadership, Microsoft Office, Research
Education
Sheridan College 2010 — 2013
Advanced Diploma, Banking and Wealth Management
Glendale Secondary School 2005 — 2009
Raymond James Ltd. August 2013 - Present
BMO Financial Group January 2011 - August 2013
Skills
Banking, Mutual Funds, Wealth Management, Investments, Time Management, Portfolio Management, Teamwork, Credit, Strategic Financial..., Financial Services, Customer Service, Retirement Planning, Finance, Leadership, Microsoft Office, Research
Education
Sheridan College 2010 — 2013
Advanced Diploma, Banking and Wealth Management
Glendale Secondary School 2005 — 2009
Trixie Rowein Trixie Rowein's Raymond James Ltd. Experience July 2000 - Present
Job Portfolio Manager at Raymond James
Industry Investment Management
Experience
Raymond James Ltd. July 2000 - Present
CGU Insurance July 1999 - July 2000
Skills
Investment Management, Estate Planning, Retirement Planning, Wealth, Strategic Financial..., Investment Selection, Personal Finance, Wealth Management, Investment Advisory, ETFs, Bonds, Portfolio Management, Investments, Financial Planners, Investment Strategies, Asset Management, Securities, Retirement, Saving for Education, Equities, Financial Goals, Financial Advisory, Wealth Management..., Wealth Preservation..., Certified Financial..., High Net Worth..., Fixed Income, Financial Risk, Wealth Accumulation, Tactical Asset..., Stocks, Investment Policy, Risk Management, Relationship Management, Personal Financial..., Fixed Income Portfolio..., Life Insurance, Asset Allocation, Financial Services, Mutual Funds, Financial Planning
Education
University of Alberta 1994 — 1998
B.Comm., International Finance
Raymond James Ltd. July 2000 - Present
CGU Insurance July 1999 - July 2000
Skills
Investment Management, Estate Planning, Retirement Planning, Wealth, Strategic Financial..., Investment Selection, Personal Finance, Wealth Management, Investment Advisory, ETFs, Bonds, Portfolio Management, Investments, Financial Planners, Investment Strategies, Asset Management, Securities, Retirement, Saving for Education, Equities, Financial Goals, Financial Advisory, Wealth Management..., Wealth Preservation..., Certified Financial..., High Net Worth..., Fixed Income, Financial Risk, Wealth Accumulation, Tactical Asset..., Stocks, Investment Policy, Risk Management, Relationship Management, Personal Financial..., Fixed Income Portfolio..., Life Insurance, Asset Allocation, Financial Services, Mutual Funds, Financial Planning
Education
University of Alberta 1994 — 1998
B.Comm., International Finance
Prab Sangha's Raymond James Ltd. Experience July 2014 - Present
Job Business Development Specialist at Raymond James Ltd.
Industry Investment Management
Experience
Raymond James Ltd. July 2014 - Present
Raymond James Ltd. May 2013 - July 2014
Kerburn Rose January 2013 - April 2013
Coast Capital Savings July 2008 - January 2013
Coast Capital Savings July 2007 - July 2008
Canada Revenue Agency February 2008 - May 2008
Skills
Investment Banking, Corporate Finance, Financial Analysis, Financial Modeling, Financial Services, Teamwork, Due Diligence, Excel, M&A Modeling, Portfolio Management, Data Analysis, Personal Finance, Investments, Equity Research, Financial Statement..., Mergers & Acquisitions, Valuation, Finance, Microsoft Excel
Education
The University of British Columbia 2008 — 2013
Sauder School of Business BCom, Finance
Stockholm School of Economics 2011 — 2011
International Study Abroad Program
Enver Creek
Raymond James Ltd. July 2014 - Present
Raymond James Ltd. May 2013 - July 2014
Kerburn Rose January 2013 - April 2013
Coast Capital Savings July 2008 - January 2013
Coast Capital Savings July 2007 - July 2008
Canada Revenue Agency February 2008 - May 2008
Skills
Investment Banking, Corporate Finance, Financial Analysis, Financial Modeling, Financial Services, Teamwork, Due Diligence, Excel, M&A Modeling, Portfolio Management, Data Analysis, Personal Finance, Investments, Equity Research, Financial Statement..., Mergers & Acquisitions, Valuation, Finance, Microsoft Excel
Education
The University of British Columbia 2008 — 2013
Sauder School of Business BCom, Finance
Stockholm School of Economics 2011 — 2011
International Study Abroad Program
Enver Creek
Shiraz Ahmed Shiraz Ahmed's Raymond James Ltd. Experience January 2014 - Present
Job Financial Advisor at Sartorial Wealth of Raymond James Ltd
Industry Financial Services
Experience
Raymond James Ltd. January 2014 - Present
M.A Investments Co. May 2012 - January 2014
Breakthrough Medical Technology Inc. July 2013 - 2014
Bullion Management Group Inc. December 2010 - July 2013
Bullion Management Group Inc. March 2009 - December 2010
Northwest Mutual Funds 2006 - 2009
TD Asset Management 2005 - 2006
TD Waterhouse Private Investment Advice 2004 - 2005
Skills
Investments, Mutual Funds, Wealth Management, Portfolio Management, Finance, Asset Management, Business Development, Capital Markets, Financial Analysis, Sales, Risk Management, Investment Strategies, Financial Services, Relationship Management, Precious Metals, Management, Macroeconomics, Islamic Finance, Analysis, Trading, Economic Forecasting, Investment Management, Financial Structuring, Economics, Asset Managment, Commodity, Strategic Financial..., Financial Markets, Equities, Investment Banking, Emerging Markets, Derivatives, Financial Planning, Financial Advisory, Financial Modeling, Corporate Finance, Financial Risk, Investment Advisory, Retirement Planning, Retirement, Estate Planning, Estate Tax Planning
Education
Ryerson University 2003 — 2007
University of Manitoba 2001 — 2003
Canadian Securities Institute
Raymond James Ltd. January 2014 - Present
M.A Investments Co. May 2012 - January 2014
Breakthrough Medical Technology Inc. July 2013 - 2014
Bullion Management Group Inc. December 2010 - July 2013
Bullion Management Group Inc. March 2009 - December 2010
Northwest Mutual Funds 2006 - 2009
TD Asset Management 2005 - 2006
TD Waterhouse Private Investment Advice 2004 - 2005
Skills
Investments, Mutual Funds, Wealth Management, Portfolio Management, Finance, Asset Management, Business Development, Capital Markets, Financial Analysis, Sales, Risk Management, Investment Strategies, Financial Services, Relationship Management, Precious Metals, Management, Macroeconomics, Islamic Finance, Analysis, Trading, Economic Forecasting, Investment Management, Financial Structuring, Economics, Asset Managment, Commodity, Strategic Financial..., Financial Markets, Equities, Investment Banking, Emerging Markets, Derivatives, Financial Planning, Financial Advisory, Financial Modeling, Corporate Finance, Financial Risk, Investment Advisory, Retirement Planning, Retirement, Estate Planning, Estate Tax Planning
Education
Ryerson University 2003 — 2007
University of Manitoba 2001 — 2003
Canadian Securities Institute
Choi Lee's Raymond James Ltd. Experience April 2006 - September 2006
Job Ward 13 Office Manager for Councillor Diane ColleyUrquhart, The City of Calgary
Industry Public Relations and Communications
Experience
The City of Calgary November 2014 - Present
Walton International Group July 2013 - September 2014
Walton International Group March 2012 - July 2013
Matson, Driscoll & Damico Ltd. August 2009 - March 2012
Raymond James Ltd. April 2006 - September 2006
YWCA February 2005 - March 2005
Global Television October 2004 - November 2004
Skills
Marketing Communications, Microsoft Excel, Advertising, Microsoft Office, Social Media Marketing, Communication, Social Networking, Strategy, Marketing Strategy, Brand Management, Leadership, Teamwork, Public Speaking, Sponsorship, Customer Service, Strategic Planning, Event Planning, Project Management, Public Relations
Education
The University of Calgary 2006 — 2009
Bachelor of Communication Studies
Southern Alberta Institute of Technology 2003 — 2005
Journalism Arts
The City of Calgary November 2014 - Present
Walton International Group July 2013 - September 2014
Walton International Group March 2012 - July 2013
Matson, Driscoll & Damico Ltd. August 2009 - March 2012
Raymond James Ltd. April 2006 - September 2006
YWCA February 2005 - March 2005
Global Television October 2004 - November 2004
Skills
Marketing Communications, Microsoft Excel, Advertising, Microsoft Office, Social Media Marketing, Communication, Social Networking, Strategy, Marketing Strategy, Brand Management, Leadership, Teamwork, Public Speaking, Sponsorship, Customer Service, Strategic Planning, Event Planning, Project Management, Public Relations
Education
The University of Calgary 2006 — 2009
Bachelor of Communication Studies
Southern Alberta Institute of Technology 2003 — 2005
Journalism Arts
John Whelly John Whelly's Raymond James Ltd. Experience May 2006 - August 2008
Job Account Executive, Sales & Service at MLSE (Maple Leaf Sports & Entertainment)
Industry Sports
Experience
MLSE (Maple Leaf Sports & Entertainment) September 2015 - Present
Toronto Rock Lacrosse Club November 2014 - June 2015
Kognitive Marketing December 2012 - November 2014
The Beer Store August 2012 - December 2012
Green Savoree Racing Promotions April 2012 - July 2012
J.J. Downs Industrial Plastic May 2010 - August 2010
Raymond James Ltd. May 2006 - August 2008
Skills
Organizational..., Business Planning, Collaborative Problem..., Time Management, Teamwork, Self Driven, Self-driven, Public Speaking, Marketing Management, Leadership, Sales, Event Planning, Recruiting, Customer Service, Social Networking, Marketing, Event Management, Social Media Marketing, Social Media
Education
Humber College 2011 — 2012
Ontario Post-Graduate Certificate, Marketing Management
St. Francis Xavier University 2007 — 2011
Bachelor of Arts, Psychology, Political Science
MLSE (Maple Leaf Sports & Entertainment) September 2015 - Present
Toronto Rock Lacrosse Club November 2014 - June 2015
Kognitive Marketing December 2012 - November 2014
The Beer Store August 2012 - December 2012
Green Savoree Racing Promotions April 2012 - July 2012
J.J. Downs Industrial Plastic May 2010 - August 2010
Raymond James Ltd. May 2006 - August 2008
Skills
Organizational..., Business Planning, Collaborative Problem..., Time Management, Teamwork, Self Driven, Self-driven, Public Speaking, Marketing Management, Leadership, Sales, Event Planning, Recruiting, Customer Service, Social Networking, Marketing, Event Management, Social Media Marketing, Social Media
Education
Humber College 2011 — 2012
Ontario Post-Graduate Certificate, Marketing Management
St. Francis Xavier University 2007 — 2011
Bachelor of Arts, Psychology, Political Science
Camille Kasiban's Raymond James Ltd. Experience March 2015 - Present
Job Administrative Assistant at Raymond James Ltd.
Industry Retail
Experience
Raymond James Ltd. March 2015 - Present
Aritzia April 2014 - March 2015
Aritzia May 2012 - April 2014
Club Monaco September 2013 - December 2013
Brandy Melville Canada May 2013 - September 2013
Skills
Store Management, Retail, Retail Sales, Loss Prevention, Fashion, Apparel, Styling, Time Management, Trend Analysis, Customer Service, Cashiering, Sales, Management, Leadership, Microsoft Office, Teamwork
Education
Ryerson University 2009 — 2014
Bachelor of Arts (B.A.), Sociology
Raymond James Ltd. March 2015 - Present
Aritzia April 2014 - March 2015
Aritzia May 2012 - April 2014
Club Monaco September 2013 - December 2013
Brandy Melville Canada May 2013 - September 2013
Skills
Store Management, Retail, Retail Sales, Loss Prevention, Fashion, Apparel, Styling, Time Management, Trend Analysis, Customer Service, Cashiering, Sales, Management, Leadership, Microsoft Office, Teamwork
Education
Ryerson University 2009 — 2014
Bachelor of Arts (B.A.), Sociology
Brad Antoniuk Brad Antoniuk's Raymond James Ltd. Experience June 2000 - Present
Job Senior Vice President, Financial Advisor at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. June 2000 - Present
Skills
Securities, Wealth Management, Finance, Financial Advisory, Investments, Investment Strategies, Investment Advisory, Mutual Funds, Retirement Planning, Financial Planning, Estate Planning, Strategic Planning
Education
The University of Calgary 1985 — 1989
Bachelor of Arts (B.A.), Political Science
Raymond James Ltd. June 2000 - Present
Skills
Securities, Wealth Management, Finance, Financial Advisory, Investments, Investment Strategies, Investment Advisory, Mutual Funds, Retirement Planning, Financial Planning, Estate Planning, Strategic Planning
Education
The University of Calgary 1985 — 1989
Bachelor of Arts (B.A.), Political Science
Amandine Dijoux Amandine Dijoux's Raymond James Ltd. Experience September 2013 - December 2014
Job Coordonnatrice de projets
Industry Leisure, Travel & Tourism
Experience
Tourisme Montréal May 2015 - Present
Carnet d'une Réunionnaise December 2014 - Present
Association - Réunionnais du Québec May 2012 - Present
Raymond James Ltd. September 2013 - December 2014
Bel'Kadans January 2012 - December 2014
DNA Capital August 2011 - May 2013
VIRTUANIMA January 2013 - March 2013
Kienbaum Executive Consultants September 2010 - December 2010
Atos Origin February 2010 - July 2010
Grant-Thornton France September 2009 - January 2010
Skills
Marketing Communications, Communication Skills, Organization Of Events, Organisations, Project Management, Association Management, Accounting, Web Site Editing, Teamwork, relationship, QuickBooks, Hyperion Reports, Bloomberg, Microfinance, Management Control, Windows Live Movie Maker, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Communication marketing, Communication, Travail d'équipe, Comptabilité, Gestion de projet, Management, Marketing, Français, Anglais, Finance, Réseaux sociaux, Microsoft Office, Finance d'entreprise
Education
Concordia University - John Molson School of Business 2011 — 2011
MBA Program, Corporate Finance; M&A; Financial Management; Accounting;
SKEMA Business School 2007 — 2011
Master's degree, Corporate Finance
Nihon University 2009 — 2009
International Finance, Macroeconomics, Women's labor, Japanese
Tourisme Montréal May 2015 - Present
Carnet d'une Réunionnaise December 2014 - Present
Association - Réunionnais du Québec May 2012 - Present
Raymond James Ltd. September 2013 - December 2014
Bel'Kadans January 2012 - December 2014
DNA Capital August 2011 - May 2013
VIRTUANIMA January 2013 - March 2013
Kienbaum Executive Consultants September 2010 - December 2010
Atos Origin February 2010 - July 2010
Grant-Thornton France September 2009 - January 2010
Skills
Marketing Communications, Communication Skills, Organization Of Events, Organisations, Project Management, Association Management, Accounting, Web Site Editing, Teamwork, relationship, QuickBooks, Hyperion Reports, Bloomberg, Microfinance, Management Control, Windows Live Movie Maker, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Communication marketing, Communication, Travail d'équipe, Comptabilité, Gestion de projet, Management, Marketing, Français, Anglais, Finance, Réseaux sociaux, Microsoft Office, Finance d'entreprise
Education
Concordia University - John Molson School of Business 2011 — 2011
MBA Program, Corporate Finance; M&A; Financial Management; Accounting;
SKEMA Business School 2007 — 2011
Master's degree, Corporate Finance
Nihon University 2009 — 2009
International Finance, Macroeconomics, Women's labor, Japanese
Allana Cowley's Raymond James Ltd. Experience July 2014 - June 2015
Job Marketing & Events Assistant at Raymond James Ltd.
Industry Events Services
Experience
Raymond James Ltd. July 2014 - June 2015
Mosaic Sales Solutions January 2010 - July 2014
Sentry Investments December 2013 - March 2014
The Special Event Conference and Tradeshow January 2014 - January 2014
NKPR 2012 - 2012
Skills
Event Planning, Customer Service, Social Media, Event Management, Corporate Events, Social Media Marketing, Public Relations, Volunteer Management, Social Networking, Time Management, Marketing, Email Marketing, Marketing Communications, Trade Shows, Facebook
Education
George Brown College 2012 — 2014
Diploma, Special Events Planning, GPA of 3.96
McMaster University 2008 — 2011
Bachelor's degree, Sociology
Raymond James Ltd. July 2014 - June 2015
Mosaic Sales Solutions January 2010 - July 2014
Sentry Investments December 2013 - March 2014
The Special Event Conference and Tradeshow January 2014 - January 2014
NKPR 2012 - 2012
Skills
Event Planning, Customer Service, Social Media, Event Management, Corporate Events, Social Media Marketing, Public Relations, Volunteer Management, Social Networking, Time Management, Marketing, Email Marketing, Marketing Communications, Trade Shows, Facebook
Education
George Brown College 2012 — 2014
Diploma, Special Events Planning, GPA of 3.96
McMaster University 2008 — 2011
Bachelor's degree, Sociology
Jason Yap, CISSP, CISM Jason Yap, CISSP, CISM's Raymond James Ltd. Experience April 2012 - Present
Job Information Security Engineer at Raymond James Ltd.
Industry Computer & Network Security
Experience
Raymond James Ltd. April 2012 - Present
nZonemedia.com September 2008 - May 2012
nZonemedia.com April 2008 - September 2008
nZonemedia.com April 2007 - May 2008
Metasoft Systems June 2006 - September 2006
Skills
CISSP, ISO 27001, ITIL, PCI DSS, Penetration Testing, Vulnerability Assessment, Security Architecture..., Security, Network Security, Vulnerability Management, Information Security..., Computer Forensics, Information Security..., Hardening, Metasploit, Computer Security, IDS, IPS, Security Policy, Ethical Hacking, Risk Assessment, Backtrack, Infrastructure Security, Security Management, Physical Security, Security Assessments, Vulnerability Scanning, Intrusion Detection, IT Audit, Security Audits, Linux, Incident Handling, Compliance, Policy, Risk Management, Governance, Privacy, Continuous Improvement, Risk, Compliance Management, IT Risk, Auditing, Internal Controls, Data Privacy, Data Loss Prevention, Risk Mitigation, Data Security, Wireless Security, Application Security, Enterprise Risk...
Education
British Columbia Institute of Technology 2004 — 2008
Bachelors of Technology (Honours), Network/IT Security, Network Administration, Database
Raymond James Ltd. April 2012 - Present
nZonemedia.com September 2008 - May 2012
nZonemedia.com April 2008 - September 2008
nZonemedia.com April 2007 - May 2008
Metasoft Systems June 2006 - September 2006
Skills
CISSP, ISO 27001, ITIL, PCI DSS, Penetration Testing, Vulnerability Assessment, Security Architecture..., Security, Network Security, Vulnerability Management, Information Security..., Computer Forensics, Information Security..., Hardening, Metasploit, Computer Security, IDS, IPS, Security Policy, Ethical Hacking, Risk Assessment, Backtrack, Infrastructure Security, Security Management, Physical Security, Security Assessments, Vulnerability Scanning, Intrusion Detection, IT Audit, Security Audits, Linux, Incident Handling, Compliance, Policy, Risk Management, Governance, Privacy, Continuous Improvement, Risk, Compliance Management, IT Risk, Auditing, Internal Controls, Data Privacy, Data Loss Prevention, Risk Mitigation, Data Security, Wireless Security, Application Security, Enterprise Risk...
Education
British Columbia Institute of Technology 2004 — 2008
Bachelors of Technology (Honours), Network/IT Security, Network Administration, Database
K. Vanessa Mair Dempster K. Vanessa Mair Dempster's Raymond James Ltd. Experience November 2013 - Present
Job Legal Counsel at Raymond James Ltd.
Industry Banking
Experience
Raymond James Ltd. November 2013 - Present
Central 1 Credit Union May 2010 - October 2013
Industrial Alliance Pacific Insurance and Financial Services Inc. November 2007 - April 2010
Skills
Legal Advice, Privacy Law, Legal Research, Corporate Governance, Employment Law, Legal Writing, Commercial Litigation, Corporate Law
Education
Queen's University 2002 — 2005
LL.B., Law
University of Toronto - University of Trinity College 1998 — 2002
B.A., History
Toronto French School
International Baccalaureate Diploma
Raymond James Ltd. November 2013 - Present
Central 1 Credit Union May 2010 - October 2013
Industrial Alliance Pacific Insurance and Financial Services Inc. November 2007 - April 2010
Skills
Legal Advice, Privacy Law, Legal Research, Corporate Governance, Employment Law, Legal Writing, Commercial Litigation, Corporate Law
Education
Queen's University 2002 — 2005
LL.B., Law
University of Toronto - University of Trinity College 1998 — 2002
B.A., History
Toronto French School
International Baccalaureate Diploma
Ken Stratton Ken Stratton's Raymond James Ltd. Experience November 2004 - Present
Job Financial Advisor at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. November 2004 - Present
Skills
Wealth Management, Asset Allocation, Investments, Strategic Financial..., Retirement Planning, Estate Planning
Education
University of Alberta
BA
University of Alberta
Bachelor's degree
Raymond James Ltd. November 2004 - Present
Skills
Wealth Management, Asset Allocation, Investments, Strategic Financial..., Retirement Planning, Estate Planning
Education
University of Alberta
BA
University of Alberta
Bachelor's degree
Ryan Iacoviello's Raymond James Ltd. Experience April 2015 - September 2015
Job ProductMarketingBiz Dev.
Industry Computer Software
Experience
Raymond James Ltd. April 2015 - September 2015
HelpHub Services Inc. April 2014 - April 2015
Bex.io May 2013 - March 2014
Launch Academy March 2013 - May 2013
Skills
Entrepreneurship, Business Development, Start-ups, Market Research, Marketing, Product Development, Marketing Management, Social Media Marketing, Leadership, Project Planning, Social Media, Blogging, Marketing Communications, Training, Marketing Strategy, Online Marketing
Education
Lighthouse Labs 2015 — 2015
Web Fundamentals
British Columbia Institute of Technology 2011 — 2013
Diploma of Technology, Marketing Management Entrepreneurship Option
Camosun College 2007 — 2008
Raymond James Ltd. April 2015 - September 2015
HelpHub Services Inc. April 2014 - April 2015
Bex.io May 2013 - March 2014
Launch Academy March 2013 - May 2013
Skills
Entrepreneurship, Business Development, Start-ups, Market Research, Marketing, Product Development, Marketing Management, Social Media Marketing, Leadership, Project Planning, Social Media, Blogging, Marketing Communications, Training, Marketing Strategy, Online Marketing
Education
Lighthouse Labs 2015 — 2015
Web Fundamentals
British Columbia Institute of Technology 2011 — 2013
Diploma of Technology, Marketing Management Entrepreneurship Option
Camosun College 2007 — 2008
Lindsay Coughlin Lindsay Coughlin's Raymond James Ltd. Experience January 2012 - Present
Job Compliance Officer at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. January 2012 - Present
Skills
Finance, Trade Compliance, Regulatory Compliance, Compliance, Investments, Financial Services, Financial Analysis, Securities
Education
Concordia University 2001 — 2004
Bachelor of Commerce (B.Com.), Finance, General
Raymond James Ltd. January 2012 - Present
Skills
Finance, Trade Compliance, Regulatory Compliance, Compliance, Investments, Financial Services, Financial Analysis, Securities
Education
Concordia University 2001 — 2004
Bachelor of Commerce (B.Com.), Finance, General
David Chiou David Chiou's Raymond James Ltd. Experience January 2010 - December 2013
Job Graphic Designer at CBRE
Industry Graphic Design
Experience
CBRE July 2014 - Present
Raymond James Ltd. January 2010 - December 2013
Totem Brand Stories November 2010 - April 2011
Chatelaine - Rogers Publishing October 2010 - November 2010
Think Postcards Marketing Services September 2006 - June 2007
Skills
Adobe Creative Suite, Brochures, InDesign, Typography, Illustrator, Graphic Design, Layout, Creative Direction, Corporate Branding, Illustration, Advertising, Photoshop, Logo Design, Web Design, Corporate Identity, Marketing, Dreamweaver, Social Media, Photography, Art Direction, Graphics, Drawing, Editorial, QuarkXPress, Mac, Email Marketing, Adobe Acrobat, Flash, Book Design, Posters, Vector Illustration, Business Cards, Visual Communication, Packaging, Image Manipulation, Branding
Education
Seneca College of Applied Arts and Technology 2007 — 2010
Diploma, Advanced Graphic Design
CBRE July 2014 - Present
Raymond James Ltd. January 2010 - December 2013
Totem Brand Stories November 2010 - April 2011
Chatelaine - Rogers Publishing October 2010 - November 2010
Think Postcards Marketing Services September 2006 - June 2007
Skills
Adobe Creative Suite, Brochures, InDesign, Typography, Illustrator, Graphic Design, Layout, Creative Direction, Corporate Branding, Illustration, Advertising, Photoshop, Logo Design, Web Design, Corporate Identity, Marketing, Dreamweaver, Social Media, Photography, Art Direction, Graphics, Drawing, Editorial, QuarkXPress, Mac, Email Marketing, Adobe Acrobat, Flash, Book Design, Posters, Vector Illustration, Business Cards, Visual Communication, Packaging, Image Manipulation, Branding
Education
Seneca College of Applied Arts and Technology 2007 — 2010
Diploma, Advanced Graphic Design
Chris Cooksey Chris Cooksey's Raymond James Ltd. Experience March 2015 - Present
Job Corporate Communications at Raymond James
Industry Financial Services
Experience
Raymond James Ltd. March 2015 - Present
Fidelity Investments Canada March 2011 - March 2015
RBC Asset Management July 2005 - March 2011
CIBC September 2004 - July 2005
Ariad Custom Communications 2004 - 2004
Canada Life 2000 - 2003
BMO Nesbitt Burns 1998 - 2000
Bank of Montreal 1996 - 1998
Skills
Internal Communications, Wealth Management, Mutual Funds, Strategic Communications, Financial Services, Asset Managment, Investments, Marketing Communications, Alternative Investments, Analysis, Asset Allocation, Asset Management, Banking
Education
Carleton University 1992 — 1996
BA, English
Raymond James Ltd. March 2015 - Present
Fidelity Investments Canada March 2011 - March 2015
RBC Asset Management July 2005 - March 2011
CIBC September 2004 - July 2005
Ariad Custom Communications 2004 - 2004
Canada Life 2000 - 2003
BMO Nesbitt Burns 1998 - 2000
Bank of Montreal 1996 - 1998
Skills
Internal Communications, Wealth Management, Mutual Funds, Strategic Communications, Financial Services, Asset Managment, Investments, Marketing Communications, Alternative Investments, Analysis, Asset Allocation, Asset Management, Banking
Education
Carleton University 1992 — 1996
BA, English
Frances Cheng, CFA,MBA,FRM,CAIA,CFP's Raymond James Ltd. Experience 2005 - 2008
Job Risk Management | Compliance | Investment Management
Industry Investment Management
Experience
Sun Life Financial 2015 - Present
TD 2014 - 2015
BMO Financial Group 2013 - 2014
Legg Mason Canada 2012 - 2013
RBC 2008 - 2012
Raymond James Ltd. 2005 - 2008
BMO Nesbitt Burns 2002 - 2005
RBC Dominion Securities 2000 - 2002
CIBC 1995 - 2000
Skills
Bloomberg, Capital Markets, Wealth Management, Alternative Investments, Portfolio Management, Investments, Strategic Financial..., Corporate Finance, Risk Management, Microsoft Excel, Investment Management, Derivatives Trading, Structured Products, ETFs, Insurance
Education
The University of Hull
Master of Business Administration (MBA), Finance and Investment, with Distinction and "Overall Best Student" Award
Canadian Securities Institute (CSI) 1995 — 2011
Sun Life Financial 2015 - Present
TD 2014 - 2015
BMO Financial Group 2013 - 2014
Legg Mason Canada 2012 - 2013
RBC 2008 - 2012
Raymond James Ltd. 2005 - 2008
BMO Nesbitt Burns 2002 - 2005
RBC Dominion Securities 2000 - 2002
CIBC 1995 - 2000
Skills
Bloomberg, Capital Markets, Wealth Management, Alternative Investments, Portfolio Management, Investments, Strategic Financial..., Corporate Finance, Risk Management, Microsoft Excel, Investment Management, Derivatives Trading, Structured Products, ETFs, Insurance
Education
The University of Hull
Master of Business Administration (MBA), Finance and Investment, with Distinction and "Overall Best Student" Award
Canadian Securities Institute (CSI) 1995 — 2011
Christina Chow Christina Chow's Raymond James Ltd. Experience December 2001 - Present
Job Financial Advisor at Raymond James Ltd
Industry Financial Services
Experience
Raymond James Ltd. December 2001 - Present
CBC/Radio-Canada January 2004 - January 2006
A Channel January 2002 - January 2004
National Bank Financial June 1996 - December 2001
Skills
Asset Allocation, Retirement Planning, Mutual Funds, Portfolio Management, Financial Advisory, Equities, Securities, Strategic Financial..., Financial Planners, Wealth, Financial Planning, Asset Management, Financial Analysis, Bonds, ETFs, High Net Worth..., Fixed Income, Retirement, Estate Planning, Series 7, Alternative Investments, Team Building, Leadership, Organization Skills, Asset Managment, Wealth Management..., Options, Series 63, Equity Valuation, Investor Relations, Finance
Education
Series 7 & 63 2012 — 2012
The University of Calgary
Raymond James Ltd. December 2001 - Present
CBC/Radio-Canada January 2004 - January 2006
A Channel January 2002 - January 2004
National Bank Financial June 1996 - December 2001
Skills
Asset Allocation, Retirement Planning, Mutual Funds, Portfolio Management, Financial Advisory, Equities, Securities, Strategic Financial..., Financial Planners, Wealth, Financial Planning, Asset Management, Financial Analysis, Bonds, ETFs, High Net Worth..., Fixed Income, Retirement, Estate Planning, Series 7, Alternative Investments, Team Building, Leadership, Organization Skills, Asset Managment, Wealth Management..., Options, Series 63, Equity Valuation, Investor Relations, Finance
Education
Series 7 & 63 2012 — 2012
The University of Calgary
Amanda Collinge Amanda Collinge's Raymond James Ltd. Experience September 2014 - Present
Job Project Leader at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. September 2014 - Present
Insurance Corporation of British Columbia September 2013 - July 2014
Scott Construction July 2011 - January 2013
Kasian Architecture Interior Design and Planning 2008 - 2010
Skills
Project Management, Finance, ERP, Financial Analysis, Management, Risk Management, Forecasting, Business Process..., Analysis, Program Management, Accounting, Communication, Strategy, Vendor Management, Vendor Relationship..., Internal Controls, Business Process, Risk Assessment, Financial Risk..., Process Definition, MS Excel Pivot Tables, Epicor, Eclipse, SAP ERP, JD Edwards, KPI Dashboards, Crystal Reports, Variance Analysis, Cost Accounting, Project Planning, Management Accounting, Internal Audit, Process Improvement, Contract Management
Education
Laurentian University/Université Laurentienne 2014 — 2015
Bachelor’s Degree, Honours Degree in Commerece, 4.0 GPA
CGA-BC (Honours) 2012 — 2015
Certified General Accountant, Accounting and Finance, Honours
Langara College 2007 — 2011
Advanced Accounting Certificate, Accounting and Finance, 4.0 GPA
British Columbia Institute of Technology 2003 — 2005
Diploma in Broadcast Journalism, Broadcast Journalism
Raymond James Ltd. September 2014 - Present
Insurance Corporation of British Columbia September 2013 - July 2014
Scott Construction July 2011 - January 2013
Kasian Architecture Interior Design and Planning 2008 - 2010
Skills
Project Management, Finance, ERP, Financial Analysis, Management, Risk Management, Forecasting, Business Process..., Analysis, Program Management, Accounting, Communication, Strategy, Vendor Management, Vendor Relationship..., Internal Controls, Business Process, Risk Assessment, Financial Risk..., Process Definition, MS Excel Pivot Tables, Epicor, Eclipse, SAP ERP, JD Edwards, KPI Dashboards, Crystal Reports, Variance Analysis, Cost Accounting, Project Planning, Management Accounting, Internal Audit, Process Improvement, Contract Management
Education
Laurentian University/Université Laurentienne 2014 — 2015
Bachelor’s Degree, Honours Degree in Commerece, 4.0 GPA
CGA-BC (Honours) 2012 — 2015
Certified General Accountant, Accounting and Finance, Honours
Langara College 2007 — 2011
Advanced Accounting Certificate, Accounting and Finance, 4.0 GPA
British Columbia Institute of Technology 2003 — 2005
Diploma in Broadcast Journalism, Broadcast Journalism
Valérie Dosière's Raymond James Ltd. Experience September 2015 - Present
Job Manager, Translation Services at Raymond James Ltd.
Industry Marketing and Advertising
Experience
Raymond James Ltd. September 2015 - Present
CIBC January 2013 - Present
PwC Canada July 2010 - January 2013
PwC Canada August 2008 - July 2010
VDL2, L'Agence Internet January 2008 - May 2008
VDL2, L'Agence Internet July 2007 - January 2008
The World Bank July 2006 - July 2007
The World Bank August 2003 - May 2006
The World Bank July 1999 - June 2003
Lyceum Kennedy French American School December 1997 - June 1999
Skills
Content Management, Project Management, Web Content Management, French, Social Media, Marketing Communications, Marketing Strategy, Translation (English to..., Writing (French), Web Analytics, Social Media Marketing, Photoshop, Lotus Notes, Illustrator, Adult Learning Theory, Adult Learning..., Teaching Adults
Education
Canadian Securities Institute
Canadian Securities Course
York University - Glendon College 2010 — 2013
Bachelor of Arts (B.A.), Translation, First Class/Mention très honorable
Université Charles de Gaulle-Sciences humaines, Lettres et Arts (Lille III) 1989 — 1993
Master, French Literature, Highest distinction/Mention très bien
Raymond James Ltd. September 2015 - Present
CIBC January 2013 - Present
PwC Canada July 2010 - January 2013
PwC Canada August 2008 - July 2010
VDL2, L'Agence Internet January 2008 - May 2008
VDL2, L'Agence Internet July 2007 - January 2008
The World Bank July 2006 - July 2007
The World Bank August 2003 - May 2006
The World Bank July 1999 - June 2003
Lyceum Kennedy French American School December 1997 - June 1999
Skills
Content Management, Project Management, Web Content Management, French, Social Media, Marketing Communications, Marketing Strategy, Translation (English to..., Writing (French), Web Analytics, Social Media Marketing, Photoshop, Lotus Notes, Illustrator, Adult Learning Theory, Adult Learning..., Teaching Adults
Education
Canadian Securities Institute
Canadian Securities Course
York University - Glendon College 2010 — 2013
Bachelor of Arts (B.A.), Translation, First Class/Mention très honorable
Université Charles de Gaulle-Sciences humaines, Lettres et Arts (Lille III) 1989 — 1993
Master, French Literature, Highest distinction/Mention très bien
Milton-Andres Bernal's Raymond James Ltd. Experience January 2014 - Present
Job Equity Research Associate at Raymond James Ltd.
Industry Capital Markets
Experience
Raymond James Ltd. January 2014 - Present
Salman Partners Inc. July 2011 - December 2013
SFU Student Investment Advisory Service September 2010 - August 2011
Skills
Equity Research, Bloomberg, Financial Analysis, Equity Valuation, Capital Markets, Portfolio Management, Commodity, Technical Analysis, Trading, Equities, Financial Modeling, Investment Advisory
Education
Simon Fraser University 2010 — 2011
MFRM, Financial Risk Management
CFA Institute
CFA Level 3 Candidate
The University of Western Ontario
BMOS, Finance and Economics
Raymond James Ltd. January 2014 - Present
Salman Partners Inc. July 2011 - December 2013
SFU Student Investment Advisory Service September 2010 - August 2011
Skills
Equity Research, Bloomberg, Financial Analysis, Equity Valuation, Capital Markets, Portfolio Management, Commodity, Technical Analysis, Trading, Equities, Financial Modeling, Investment Advisory
Education
Simon Fraser University 2010 — 2011
MFRM, Financial Risk Management
CFA Institute
CFA Level 3 Candidate
The University of Western Ontario
BMOS, Finance and Economics
Forbes Gemmell Forbes Gemmell's Raymond James Ltd. Experience April 2008 - August 2010
Job President & CEO at Lago Dourado Minerals Ltd
Industry Mining & Metals
Experience
Lago Dourado Minerals Ltd September 2010 - Present
Raymond James Ltd. April 2008 - August 2010
CIBC World Markets May 2005 - March 2008
Colonial First State February 2001 - April 2004
Skills
Equity Research, Financial Modeling, Capital Markets, Investor Relations, Business Strategy, Due Diligence, Investments, Investment Banking, Corporate Finance, Gold, Private Equity, Finance
Education
Macquarie University 1995 — 2000
BEc (Actuarial Studies)
Lago Dourado Minerals Ltd September 2010 - Present
Raymond James Ltd. April 2008 - August 2010
CIBC World Markets May 2005 - March 2008
Colonial First State February 2001 - April 2004
Skills
Equity Research, Financial Modeling, Capital Markets, Investor Relations, Business Strategy, Due Diligence, Investments, Investment Banking, Corporate Finance, Gold, Private Equity, Finance
Education
Macquarie University 1995 — 2000
BEc (Actuarial Studies)
Monique Kahnert Monique Kahnert's Raymond James Ltd. Experience September 2008 - April 2009
Job Business Development Manager at Toronto Financial Services Alliance
Industry Financial Services
Experience
Toronto Financial Services Alliance August 2012 - Present
Meltwater Group September 2010 - July 2012
Raymond James Ltd. September 2008 - April 2009
Raymond James Ltd. April 2006 - August 2008
Skills
Account Management, Team Leadership, Sales, Business Development, Strategy, Business Strategy, Social Media Marketing, Leadership, CRM, Strategic Planning
Education
Wilfrid Laurier University 2005 — 2008
Bachelor, Communications
Humber College 2009 — 2010
Post-Graduate, Marketing Management
Toronto Financial Services Alliance August 2012 - Present
Meltwater Group September 2010 - July 2012
Raymond James Ltd. September 2008 - April 2009
Raymond James Ltd. April 2006 - August 2008
Skills
Account Management, Team Leadership, Sales, Business Development, Strategy, Business Strategy, Social Media Marketing, Leadership, CRM, Strategic Planning
Education
Wilfrid Laurier University 2005 — 2008
Bachelor, Communications
Humber College 2009 — 2010
Post-Graduate, Marketing Management
Eva von Biehler, MBA Candidate Eva von Biehler, MBA Candidate's Raymond James Ltd. Experience March 2008 - March 2012
Job VP Business Development at Investor Cubed Inc.
Industry Financial Services
Experience
Investor Cubed Inc. September 2014 - January 2015
Richardson GMP March 2013 - January 2014
Sprott Private Wealth LP March 2012 - March 2013
Raymond James Ltd. March 2008 - March 2012
Skills
Options, Derivatives, Equities, Mutual Funds, Investments, Wealth Management, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Asset Allocation, Asset Management, Fixed Income, Financial Modeling, Strategic Financial..., Bonds, Investor Relations
Education
Ryerson University, Ted Rogers School of Management 2011 — 2015
MBA, Finance & Real Estate (expected May 2015)
Investment Banking Institute 2012 — 2012
Financial Modeling and Valuation training program
McMaster University 2002 — 2006
Hon.BA
CSI Global Education Inc.
Investor Cubed Inc. September 2014 - January 2015
Richardson GMP March 2013 - January 2014
Sprott Private Wealth LP March 2012 - March 2013
Raymond James Ltd. March 2008 - March 2012
Skills
Options, Derivatives, Equities, Mutual Funds, Investments, Wealth Management, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Asset Allocation, Asset Management, Fixed Income, Financial Modeling, Strategic Financial..., Bonds, Investor Relations
Education
Ryerson University, Ted Rogers School of Management 2011 — 2015
MBA, Finance & Real Estate (expected May 2015)
Investment Banking Institute 2012 — 2012
Financial Modeling and Valuation training program
McMaster University 2002 — 2006
Hon.BA
CSI Global Education Inc.
Michael Whittaker, CIM, LLQP Michael Whittaker, CIM, LLQP's Raymond James Ltd. Experience September 2010 - January 2013
Job Associate Branch Manager and Investment Advisor, RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities January 2013 - Present
Raymond James Ltd. September 2010 - January 2013
BMO Investments Inc. December 2008 - September 2010
AIM Trimark Investments December 1995 - December 2008
Skills
Canadian Investment..., Advanced Investment..., Registered Investment..., Sales Recruitment, Options Licensed, Rider Training..., Financial Advisory
Education
Bishop's University 1991 — 1995
Bachelor of Business Administration (BBA), Finance and Economics
Seaway District High School 1987 — 1991
RBC Dominion Securities January 2013 - Present
Raymond James Ltd. September 2010 - January 2013
BMO Investments Inc. December 2008 - September 2010
AIM Trimark Investments December 1995 - December 2008
Skills
Canadian Investment..., Advanced Investment..., Registered Investment..., Sales Recruitment, Options Licensed, Rider Training..., Financial Advisory
Education
Bishop's University 1991 — 1995
Bachelor of Business Administration (BBA), Finance and Economics
Seaway District High School 1987 — 1991
Chris Fothergill, CIM, B.Comm. Chris Fothergill, CIM, B.Comm.'s Raymond James Ltd. Experience June 2004 - Present
Job Financial Associate at Raymond James Ltd.
Industry Investment Management
Experience
Raymond James Ltd. June 2004 - Present
Skills
Investment Advisory, Investment Strategies, Equities, Fixed Income, Incorporation, Investor Relations, Wealth Management, Finance, Investments, Mutual Funds, ETFs, Portfolio Management
Education
McMaster University
B. Comm.
Raymond James Ltd. June 2004 - Present
Skills
Investment Advisory, Investment Strategies, Equities, Fixed Income, Incorporation, Investor Relations, Wealth Management, Finance, Investments, Mutual Funds, ETFs, Portfolio Management
Education
McMaster University
B. Comm.
Mike Sallustio Mike Sallustio's Raymond James Ltd. Experience November 2010 - October 2013
Job Regional Business Manager Western Region at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod July 2015 - Present
ScotiaMcLeod November 2013 - Present
Raymond James Ltd. November 2010 - October 2013
TD Bank Group January 2006 - November 2010
Skills
Risk Management, Mutual Funds, Investments, Portfolio Management, Wealth Management, Equities, Financial Analysis, Compliance, Financial Risk
Education
Concordia University 2005 — 2009
Human Relations
CEGEP - John Abbott College
Dorval
Dorval
JRHS
ScotiaMcLeod July 2015 - Present
ScotiaMcLeod November 2013 - Present
Raymond James Ltd. November 2010 - October 2013
TD Bank Group January 2006 - November 2010
Skills
Risk Management, Mutual Funds, Investments, Portfolio Management, Wealth Management, Equities, Financial Analysis, Compliance, Financial Risk
Education
Concordia University 2005 — 2009
Human Relations
CEGEP - John Abbott College
Dorval
Dorval
JRHS
Paul MacDonald, CFA Paul MacDonald, CFA's Raymond James Ltd. Experience 2002 - 2005
Job CIO & CCO at Harvest Portfolios Group
Industry Financial Services
Experience
Harvest Portfolios Group January 2013 - Present
Creststreet Asset Management March 2010 - January 2013
Mavrix Fund Management 2005 - 2010
Raymond James Ltd. 2002 - 2005
Skills
Presenter, Financial Analysis, Mining Exploration, Mining Finance, Bloomberg, Reuters, Microsoft Excel, Public Speaking, Marketing, Economic Research, Equity Research, Equity Valuation, Equity Trading, Equity Capital Markets, Financial Modeling, Strategic Financial..., Communication, Oil & Gas Industry, Oil Analysis, Natural Resources, Fertilizers, Mining, Hedge Funds, Private Equity, Equities, Asset Management, Capital Markets, Commodity, Investments, Corporate Finance, Portfolio Management, Mutual Funds, Wealth Management, Securities
Education
Griffith University 1999 — 2001
Bachelor of International Finance, Finance
CFA Institute
Chartered Financial Analyst
Dalhousie University 1995 — 1997
Course Studies B. Comm
Kings Edgehill
Harvest Portfolios Group January 2013 - Present
Creststreet Asset Management March 2010 - January 2013
Mavrix Fund Management 2005 - 2010
Raymond James Ltd. 2002 - 2005
Skills
Presenter, Financial Analysis, Mining Exploration, Mining Finance, Bloomberg, Reuters, Microsoft Excel, Public Speaking, Marketing, Economic Research, Equity Research, Equity Valuation, Equity Trading, Equity Capital Markets, Financial Modeling, Strategic Financial..., Communication, Oil & Gas Industry, Oil Analysis, Natural Resources, Fertilizers, Mining, Hedge Funds, Private Equity, Equities, Asset Management, Capital Markets, Commodity, Investments, Corporate Finance, Portfolio Management, Mutual Funds, Wealth Management, Securities
Education
Griffith University 1999 — 2001
Bachelor of International Finance, Finance
CFA Institute
Chartered Financial Analyst
Dalhousie University 1995 — 1997
Course Studies B. Comm
Kings Edgehill
Paul Hurwitz Paul Hurwitz's Raymond James Ltd. Experience November 2004 - Present
Job Investment Advisor, Sr. V.P. at Raymond James Ltd
Industry Financial Services
Experience
Raymond James Ltd. November 2004 - Present
Blackmont Capital April 1999 - November 2004
Midland Walwyn Capital, Toronto January 1970 - April 1999
Skills
Investments, Wealth Management, Management, Investment Advisory, Investment Strategies, Mutual Funds, Securities, Asset Allocation, Insurance, Portfolio Management, Money Management, Estate Planning, Real Estate, Retirement Planning, Financial Analysis
Education
Central Michigan University
mba, business admin.
Raymond James Ltd. November 2004 - Present
Blackmont Capital April 1999 - November 2004
Midland Walwyn Capital, Toronto January 1970 - April 1999
Skills
Investments, Wealth Management, Management, Investment Advisory, Investment Strategies, Mutual Funds, Securities, Asset Allocation, Insurance, Portfolio Management, Money Management, Estate Planning, Real Estate, Retirement Planning, Financial Analysis
Education
Central Michigan University
mba, business admin.
Samantha Barrett Samantha Barrett's Raymond James Ltd. Experience 2001 - June 2011
Job VP PCG Research
Industry Financial Services
Experience
National Bank Financial June 2011 - Present
Raymond James Ltd 2001 - June 2011
CFA Vancouver 2009 - 2011
Skills
Investments, Financial Modeling, Equities, Portfolio Management, Investment Advisory, Investment Strategies, Equity Research
Education
Heriot-Watt University 2005 — 2008
MBA
CFA Institute 2002 — 2004
CFA
The University of British Columbia 1990 — 1996
BSc & BMLSc, Biology and Pathology
National Bank Financial June 2011 - Present
Raymond James Ltd 2001 - June 2011
CFA Vancouver 2009 - 2011
Skills
Investments, Financial Modeling, Equities, Portfolio Management, Investment Advisory, Investment Strategies, Equity Research
Education
Heriot-Watt University 2005 — 2008
MBA
CFA Institute 2002 — 2004
CFA
The University of British Columbia 1990 — 1996
BSc & BMLSc, Biology and Pathology
Frank Vicich's Raymond James Ltd. Experience October 2000 - May 2001
Job IT Security Professional
Industry Financial Services
Experience
Home Trust Company October 2008 - August 2014
BMO Financial Group March 2007 - October 2008
CIBC January 2006 - March 2007
PRACS Institute December 2003 - January 2006
iQor May 2003 - November 2003
Collect Com Credit Inc September 2002 - April 2003
Muir's Cartage February 2002 - May 2002
Raymond James Ltd October 2000 - May 2001
Citizenship and Immigration Canada May 1999 - March 2000
National Defence Canada - Land Force Centra Area HQ - Toronto January 1997 - May 1999
Skills
Information Security, Security, Disaster Recovery, Firewalls, Vulnerability Assessment, PCI DSS, IPS, Business Continuity, Security Architecture..., Intrusion Detection, System Administration, Software Documentation, Troubleshooting, SDLC, McAfee, Risk Management, Risk Assessment, Business Intelligence, SAP, Vulnerability Scanning
Education
University of Toronto 2014 — 2014
Certificate - International Business
University of Toronto 2013 — 2013
Certificate - International Business
University of Toronto 2013 — 2013
Certificate - International Business
Learning Tree International 2013 — 2013
Cobit 5 Foundations
ctc TrainCanada 2011 — 2011
ctc TrainCanada 2011 — 2011
Veridion 2010 — 2010
Centennial College 2005 — 2008
Information Security Manager
CDI College Of Applied Arts 1996 — 1996
LAN Administration Diploma
Centennial College 1988 — 1991
Business Administration
Home Trust Company October 2008 - August 2014
BMO Financial Group March 2007 - October 2008
CIBC January 2006 - March 2007
PRACS Institute December 2003 - January 2006
iQor May 2003 - November 2003
Collect Com Credit Inc September 2002 - April 2003
Muir's Cartage February 2002 - May 2002
Raymond James Ltd October 2000 - May 2001
Citizenship and Immigration Canada May 1999 - March 2000
National Defence Canada - Land Force Centra Area HQ - Toronto January 1997 - May 1999
Skills
Information Security, Security, Disaster Recovery, Firewalls, Vulnerability Assessment, PCI DSS, IPS, Business Continuity, Security Architecture..., Intrusion Detection, System Administration, Software Documentation, Troubleshooting, SDLC, McAfee, Risk Management, Risk Assessment, Business Intelligence, SAP, Vulnerability Scanning
Education
University of Toronto 2014 — 2014
Certificate - International Business
University of Toronto 2013 — 2013
Certificate - International Business
University of Toronto 2013 — 2013
Certificate - International Business
Learning Tree International 2013 — 2013
Cobit 5 Foundations
ctc TrainCanada 2011 — 2011
ctc TrainCanada 2011 — 2011
Veridion 2010 — 2010
Centennial College 2005 — 2008
Information Security Manager
CDI College Of Applied Arts 1996 — 1996
LAN Administration Diploma
Centennial College 1988 — 1991
Business Administration
Eric Zaunscherb's Raymond James Ltd. Experience 2002 - 2006
Job Director, Research Metals & Mining Analyst at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. June 2014 - Present
Morgan Stanley June 2012 - January 2014
PI Financial Corp. February 2011 - April 2012
Canaccord Genuity 2008 - November 2010
Haywood Securities 2007 - 2008
Raymond James Ltd. 2002 - 2006
Urangesellschaft 1980 - 1984
Skills
Mining, Management, Equities, Capital Markets, Equity Research, Investment Banking, Valuation, Private Equity, Hedge Funds, Financial Modeling, Investments, Alternative Investments, Due Diligence, Fixed Income, Investor Relations, Venture Capital, IPO, Corporate Finance, Trading, Bloomberg
Education
McMaster University 1979 — 1984
B.Sc., Geology
Canaccord Genuity Inc. June 2014 - Present
Morgan Stanley June 2012 - January 2014
PI Financial Corp. February 2011 - April 2012
Canaccord Genuity 2008 - November 2010
Haywood Securities 2007 - 2008
Raymond James Ltd. 2002 - 2006
Urangesellschaft 1980 - 1984
Skills
Mining, Management, Equities, Capital Markets, Equity Research, Investment Banking, Valuation, Private Equity, Hedge Funds, Financial Modeling, Investments, Alternative Investments, Due Diligence, Fixed Income, Investor Relations, Venture Capital, IPO, Corporate Finance, Trading, Bloomberg
Education
McMaster University 1979 — 1984
B.Sc., Geology
Katie Schwitzer Katie Schwitzer's Raymond James Ltd. Experience January 2015 - Present
Job Business Manager, Investment Banking at Raymond James Ltd.
Industry Investment Banking
Experience
Raymond James Ltd. January 2015 - Present
CIBC World Markets August 2011 - May 2014
Rotman School of Management August 2009 - August 2011
Scotia Capital May 2010 - August 2010
Blast Radius April 2008 - February 2009
Blast Radius March 2007 - May 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Strategy, Investment Banking, Capital Markets
Education
University of Toronto - Rotman School of Management 2009 — 2011
MBA
McGill University 2002 — 2006
BComm, Marketing, Finance
Raymond James Ltd. January 2015 - Present
CIBC World Markets August 2011 - May 2014
Rotman School of Management August 2009 - August 2011
Scotia Capital May 2010 - August 2010
Blast Radius April 2008 - February 2009
Blast Radius March 2007 - May 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Strategy, Investment Banking, Capital Markets
Education
University of Toronto - Rotman School of Management 2009 — 2011
MBA
McGill University 2002 — 2006
BComm, Marketing, Finance
Janell Hurdman's Raymond James Ltd. Experience March 2013 - August 2013
Job Office Assistant, Library Technician
Industry Information Technology and Services
Experience
J & J Automation February 2013 - Present
Epicure Selections/Victorian Epicure October 2011 - Present
Raymond James Ltd. March 2013 - August 2013
Midpark Family Medical January 2010 - October 2011
SAIT Polytechnic Residence September 2008 - April 2009
Stettler Public Library July 2006 - August 2007
Stettler Public Library September 2002 - June 2006
Woodcraft by Dave July 2003 - January 2004
Skills
Library, Library Science, Microsoft Office, Data Entry, Social Media, Customer Service, Research, Dependable Team Player, Event Planning, Social Networking, Microsoft Word, Records Management, Windows, Business Reference, Collection Development, RegOnline, Data Management, Computer Maintenance, Troubleshooting, Employee Training, Program Coordination, Registration, Work Well Independently, Experience Working with..., Donor Solicitation, Remaining calm in a..., Dreamweaver, Sage Line50, WiFi, Management, General Reference, Medical Librarianship, Access, WorldCat, Reliable, Organization, Communication Skills, Creativity, Alberta Netcare, Medical Billing, Medical Practice...
Education
Southern Alberta Institute of Technology 2009 — 2010
Medical Office Assistant/Specialist
Southern Alberta Institute of Technology 2007 — 2009
Library Information Technology, Library Science
J & J Automation February 2013 - Present
Epicure Selections/Victorian Epicure October 2011 - Present
Raymond James Ltd. March 2013 - August 2013
Midpark Family Medical January 2010 - October 2011
SAIT Polytechnic Residence September 2008 - April 2009
Stettler Public Library July 2006 - August 2007
Stettler Public Library September 2002 - June 2006
Woodcraft by Dave July 2003 - January 2004
Skills
Library, Library Science, Microsoft Office, Data Entry, Social Media, Customer Service, Research, Dependable Team Player, Event Planning, Social Networking, Microsoft Word, Records Management, Windows, Business Reference, Collection Development, RegOnline, Data Management, Computer Maintenance, Troubleshooting, Employee Training, Program Coordination, Registration, Work Well Independently, Experience Working with..., Donor Solicitation, Remaining calm in a..., Dreamweaver, Sage Line50, WiFi, Management, General Reference, Medical Librarianship, Access, WorldCat, Reliable, Organization, Communication Skills, Creativity, Alberta Netcare, Medical Billing, Medical Practice...
Education
Southern Alberta Institute of Technology 2009 — 2010
Medical Office Assistant/Specialist
Southern Alberta Institute of Technology 2007 — 2009
Library Information Technology, Library Science
Chelsea Scott Chelsea Scott's Raymond James Ltd. Experience September 2014 - Present
Job Administration and Marketing Assistant at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. September 2014 - Present
Self-Employed June 2011 - September 2014
JOEY Restaurant Group August 2010 - January 2011
Manulife Securities June 2006 - September 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Teamwork, PowerPoint, Social Media Marketing, Marketing Management, Marketing Communications, Leadership, Business Planning, Event Planning, Entrepreneurship, Creativity, Writing, Flexibility, Highly Dedicated, Reliable, Loyal, Highly motivated..., Enthusiastic..., Photoshop, Dreamweaver, Illustrator, Website Building, HTML, Critical Thinking, Diversity, Visionary Thinking, Public Speaking, Organization, Office Administration, Coaching, Goal Oriented, Administrative Work, Marketing, Visual Merchandising, Small Business, Public Relations
Education
LaSalle College 2011 — 2013
Marketing
Cornell University
Plant Based Nutrition, Health and Wellness Studies
British Columbia Institute of Technology / BCIT
Business, Marketing Management (entrepreneurship), and Related Support Services
Raymond James Ltd. September 2014 - Present
Self-Employed June 2011 - September 2014
JOEY Restaurant Group August 2010 - January 2011
Manulife Securities June 2006 - September 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Teamwork, PowerPoint, Social Media Marketing, Marketing Management, Marketing Communications, Leadership, Business Planning, Event Planning, Entrepreneurship, Creativity, Writing, Flexibility, Highly Dedicated, Reliable, Loyal, Highly motivated..., Enthusiastic..., Photoshop, Dreamweaver, Illustrator, Website Building, HTML, Critical Thinking, Diversity, Visionary Thinking, Public Speaking, Organization, Office Administration, Coaching, Goal Oriented, Administrative Work, Marketing, Visual Merchandising, Small Business, Public Relations
Education
LaSalle College 2011 — 2013
Marketing
Cornell University
Plant Based Nutrition, Health and Wellness Studies
British Columbia Institute of Technology / BCIT
Business, Marketing Management (entrepreneurship), and Related Support Services
Edward Saidah, Pl. Fin., CFP, CLU's Raymond James Ltd. Experience April 2013 - January 2014
Job Investment Advisor/Conseiller en placements
Industry Financial Services
Experience
Edward Jones February 2014 - Present
Raymond James Ltd. April 2013 - January 2014
Investors Group August 2003 - February 2013
The Lansdowne Center February 1995 - July 2003
St-George's High School of Montreal September 1997 - June 2001
Concordia University January 1996 - January 1998
James Lyng High School January 1994 - January 1996
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Mutual Funds, Estate Planning, Financial Planners, Investment Strategies, Life Insurance, Wealth Management..., Risk Management, Securities, Disability Insurance, Retirement, Segregated Funds, Fixed Annuities, Financial Services, Personal Financial..., Portfolio Management, Asset Allocation, Pensions, Income Protection, Finance, Personal Finance, High Net Worth..., Long-term Care, Fund Raising, Financial Planning, Insurance Planning, Insurance, Tax, Asset Management, Financial Advisory, Investment Advisory, Equities, Wealth, Financial Markets
Education
Institut quebecois de planification financiere 2013 — 2013
Planificateur Financier/Financial Planner, Financial Planning and Services
Advocis 2010 — 2013
CLU, Tax, Law & Advanced Estate Planning
FPSC 2006 — 2006
CFP, Financial Planning
Canadian Securities Institue 2002 — 2013
WME, CPH and CSC courses, Financial Planning
Concordia University 1992 — 2000
MTM, B.Sc., Mathematics Education
CEGEP DE MATANE 2012 — 2012
GROUP ANNUITY Course, N/A
CEGEP - John Abbott College 1989 — 1992
DEC, Pure and Applied Sciences
HOWARD S BILLINGS 1984 — 1989
DES, General Studies
Edward Jones February 2014 - Present
Raymond James Ltd. April 2013 - January 2014
Investors Group August 2003 - February 2013
The Lansdowne Center February 1995 - July 2003
St-George's High School of Montreal September 1997 - June 2001
Concordia University January 1996 - January 1998
James Lyng High School January 1994 - January 1996
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Mutual Funds, Estate Planning, Financial Planners, Investment Strategies, Life Insurance, Wealth Management..., Risk Management, Securities, Disability Insurance, Retirement, Segregated Funds, Fixed Annuities, Financial Services, Personal Financial..., Portfolio Management, Asset Allocation, Pensions, Income Protection, Finance, Personal Finance, High Net Worth..., Long-term Care, Fund Raising, Financial Planning, Insurance Planning, Insurance, Tax, Asset Management, Financial Advisory, Investment Advisory, Equities, Wealth, Financial Markets
Education
Institut quebecois de planification financiere 2013 — 2013
Planificateur Financier/Financial Planner, Financial Planning and Services
Advocis 2010 — 2013
CLU, Tax, Law & Advanced Estate Planning
FPSC 2006 — 2006
CFP, Financial Planning
Canadian Securities Institue 2002 — 2013
WME, CPH and CSC courses, Financial Planning
Concordia University 1992 — 2000
MTM, B.Sc., Mathematics Education
CEGEP DE MATANE 2012 — 2012
GROUP ANNUITY Course, N/A
CEGEP - John Abbott College 1989 — 1992
DEC, Pure and Applied Sciences
HOWARD S BILLINGS 1984 — 1989
DES, General Studies
Jacqueline Livingstone, PCP's Raymond James Ltd. Experience April 2005 - September 2006
Job Manager, Payroll & Benefits Administration
Industry Legal Services
Experience
Credential Financial Inc. June 2012 - June 2015
Lawson Lundell LLP April 2009 - June 2012
McCarthy Tetrault September 2006 - April 2009
The Canadian Payroll Association 2005 - 2008
Raymond James Ltd. April 2005 - September 2006
Oyen Wiggs Green & Mutala LLP June 2003 - April 2005
Macaulay McColl Barristers and Solicitors July 1999 - May 2003
RLG International 1996 - 1998
Catalyst Contract Furnishings February 1994 - May 1995
Skills
Payroll, ADP, Payroll Processing, Benefits Administration, Workers Compensation, Benefits, Employee Benefits, Excel, Word, Customer Service, Microsoft Office, Microsoft Excel, ADP Payroll, Microsoft Word, Ceridian, Employee Relations, Outlook, PowerPoint, HR Policies, Deferred Compensation, ADP ReportSmith, Budgets, Leadership, Organizational..., Training, Human Resources, HRIS, New Hire Orientations, Recruiting, Succession Planning, Employee Engagement, Organizational..., Employee Recognition, Access, Time Management, Performance Management, Accounting, Payroll Taxes, Administration, Employee Training, Job Descriptions, Personnel Management, Management, Coaching, Hiring, Policy, Strategic Planning, Analysis
Education
The Canadian Payroll Association 2014 — 2016
CPM Certified Payroll Manager, Payroll
BCIT School of Business 2013 — 2016
Associate Certificate, Leadership
The Canadian Payroll Association 2010 — 2011
Payroll Compliance Practioner, PCP, Graduated
Princess Margaret Secondary 1988 — 1989
Grades 11-12
South Peace Senior Secondary School 1987 — 1988
Grade 11
Credential Financial Inc. June 2012 - June 2015
Lawson Lundell LLP April 2009 - June 2012
McCarthy Tetrault September 2006 - April 2009
The Canadian Payroll Association 2005 - 2008
Raymond James Ltd. April 2005 - September 2006
Oyen Wiggs Green & Mutala LLP June 2003 - April 2005
Macaulay McColl Barristers and Solicitors July 1999 - May 2003
RLG International 1996 - 1998
Catalyst Contract Furnishings February 1994 - May 1995
Skills
Payroll, ADP, Payroll Processing, Benefits Administration, Workers Compensation, Benefits, Employee Benefits, Excel, Word, Customer Service, Microsoft Office, Microsoft Excel, ADP Payroll, Microsoft Word, Ceridian, Employee Relations, Outlook, PowerPoint, HR Policies, Deferred Compensation, ADP ReportSmith, Budgets, Leadership, Organizational..., Training, Human Resources, HRIS, New Hire Orientations, Recruiting, Succession Planning, Employee Engagement, Organizational..., Employee Recognition, Access, Time Management, Performance Management, Accounting, Payroll Taxes, Administration, Employee Training, Job Descriptions, Personnel Management, Management, Coaching, Hiring, Policy, Strategic Planning, Analysis
Education
The Canadian Payroll Association 2014 — 2016
CPM Certified Payroll Manager, Payroll
BCIT School of Business 2013 — 2016
Associate Certificate, Leadership
The Canadian Payroll Association 2010 — 2011
Payroll Compliance Practioner, PCP, Graduated
Princess Margaret Secondary 1988 — 1989
Grades 11-12
South Peace Senior Secondary School 1987 — 1988
Grade 11
Nicolas Gonzalez Thomas's Raymond James Ltd. Experience December 2006 - November 2007
Job Research Assistant at Simon Fraser University
Industry Information Technology and Services
Experience
Simon Fraser University May 2012 - Present
Telus January 2010 - August 2011
Telus December 2007 - October 2008
Raymond James Ltd. December 2006 - November 2007
DMR Consulting June 2004 - October 2005
Skills
Business Analysis, SQL, Data Analysis, Requirements Analysis, Research, Telecommunications, Analysis, Requirements Gathering, Oracle, PL/SQL, Consulting, Data Migration
Education
Simon Fraser University 2011 — 2014
Master's Degree, Interactive Arts and Technology. Music Computational Creativity
CAECE 2001 — 2005
Bachelor of Science (BSc), Computer Science
Simon Fraser University May 2012 - Present
Telus January 2010 - August 2011
Telus December 2007 - October 2008
Raymond James Ltd. December 2006 - November 2007
DMR Consulting June 2004 - October 2005
Skills
Business Analysis, SQL, Data Analysis, Requirements Analysis, Research, Telecommunications, Analysis, Requirements Gathering, Oracle, PL/SQL, Consulting, Data Migration
Education
Simon Fraser University 2011 — 2014
Master's Degree, Interactive Arts and Technology. Music Computational Creativity
CAECE 2001 — 2005
Bachelor of Science (BSc), Computer Science
Bruce Krutow's Raymond James Ltd. Experience January 2003 - Present
Job VP Compliance at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. January 2003 - Present
Yorkton Securities 1997 - 2002
BC Securities Commission 1989 - 1996
Skills
Securities, Investment Advisory, Mutual Funds, Investments, Equities, Capital Markets, Wealth Management, Alternative Investments, Due Diligence, Asset Managment, Fixed Income, Risk Management, Financial Services, Finance
Education
The University of British Columbia 1981 — 1989
BSc (Honors) Geology; MBA (Finance)
Raymond James Ltd. January 2003 - Present
Yorkton Securities 1997 - 2002
BC Securities Commission 1989 - 1996
Skills
Securities, Investment Advisory, Mutual Funds, Investments, Equities, Capital Markets, Wealth Management, Alternative Investments, Due Diligence, Asset Managment, Fixed Income, Risk Management, Financial Services, Finance
Education
The University of British Columbia 1981 — 1989
BSc (Honors) Geology; MBA (Finance)
Jason Leveille's Raymond James Ltd. Experience April 2014 - Present
Job Associate Financial Advisor at Raymond James Ltd, MBA, CFP
Industry Financial Services
Experience
Raymond James Ltd. April 2014 - Present
Rogers Group Financial September 2009 - February 2014
Education
Sun Yat-Sen University 2006 — 2008
MBA, Business
University of Ottawa 1999 — 2003
Engineering, Electrical Engineering
Raymond James Ltd. April 2014 - Present
Rogers Group Financial September 2009 - February 2014
Education
Sun Yat-Sen University 2006 — 2008
MBA, Business
University of Ottawa 1999 — 2003
Engineering, Electrical Engineering
John Mawdsley's Raymond James Ltd. Experience 2003 - 2006
Job Senior Advisor, Capital Markets at Canadian Oil Sands Limited
Industry Oil & Energy
Experience
Canadian Oil Sands Limited March 2012 - Present
AltaCorp Capital Inc. October 2010 - March 2012
Camcor Partners Inc. April 2007 - April 2010
Raymond James Ltd. 2003 - 2006
FirstEnergy Capital Corp. 1998 - 2003
BMO Nesbitt Burns Inc. 1997 - 1998
Imperial Oil Limited 1984 - 1990
Skills
Private Equity, Investment Banking, Energy, Capital Markets, Corporate Finance, Equities, Team Leadership, Valuation, Investments, Energy Industry, Financial Analysis, Equity Research, Financial Modeling, Oil & Gas, Mergers & Acquisitions
Education
University of Calgary 1994 — 1996
MBA, Finance
University of Alberta 1981 — 1985
BSc (Honors), Geology
Canadian Oil Sands Limited March 2012 - Present
AltaCorp Capital Inc. October 2010 - March 2012
Camcor Partners Inc. April 2007 - April 2010
Raymond James Ltd. 2003 - 2006
FirstEnergy Capital Corp. 1998 - 2003
BMO Nesbitt Burns Inc. 1997 - 1998
Imperial Oil Limited 1984 - 1990
Skills
Private Equity, Investment Banking, Energy, Capital Markets, Corporate Finance, Equities, Team Leadership, Valuation, Investments, Energy Industry, Financial Analysis, Equity Research, Financial Modeling, Oil & Gas, Mergers & Acquisitions
Education
University of Calgary 1994 — 1996
MBA, Finance
University of Alberta 1981 — 1985
BSc (Honors), Geology
Shelley Whitney's Raymond James Ltd. Experience December 2014 - February 2015
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
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
Dominique Wathen's Raymond James Ltd. Experience November 2011 - Present
Job Sales Associate at NEI Investments
Industry Investment Management
Experience
NEI Investments April 2015 - Present
Canaccord Genuity Group Inc. August 2014 - Present
Raymond James Ltd. November 2011 - Present
AspenClean :: Nature's Home Cleaning Solution June 2011 - November 2011
Philthy McNasty's November 2009 - May 2011
Oliver and Bonacini December 2008 - December 2010
International Student Volunteers August 2008 - June 2010
Skills
Communication, Management, Administration, Attention To Detail, Time Management, Writing, Customer Relations, Office Management, Microsoft Office, High Energy, Customer Service, Public Speaking, Research, Word, Outlook, Teamwork, PowerPoint, Editing, Problem Solving, Promotions, Team Leadership, Account Management, Non-profits, Creative Writing, Facebook, Event Management, System Administration, Sales, Analysis, Training, Social Networking, Microsoft Word, Nonprofits
Education
University of Guelph 2003 — 2007
B.Sc., Biology
Sheridan College 2009 — 2011
Diploma, Journalism (Print)
NEI Investments April 2015 - Present
Canaccord Genuity Group Inc. August 2014 - Present
Raymond James Ltd. November 2011 - Present
AspenClean :: Nature's Home Cleaning Solution June 2011 - November 2011
Philthy McNasty's November 2009 - May 2011
Oliver and Bonacini December 2008 - December 2010
International Student Volunteers August 2008 - June 2010
Skills
Communication, Management, Administration, Attention To Detail, Time Management, Writing, Customer Relations, Office Management, Microsoft Office, High Energy, Customer Service, Public Speaking, Research, Word, Outlook, Teamwork, PowerPoint, Editing, Problem Solving, Promotions, Team Leadership, Account Management, Non-profits, Creative Writing, Facebook, Event Management, System Administration, Sales, Analysis, Training, Social Networking, Microsoft Word, Nonprofits
Education
University of Guelph 2003 — 2007
B.Sc., Biology
Sheridan College 2009 — 2011
Diploma, Journalism (Print)
Wayne Lam, CFA's Raymond James Ltd. Experience 2014 - 2015
Job Equity Research Associate at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets 2015 - Present
Raymond James Ltd. 2014 - 2015
Scotiabank 2011 - 2014
Education
The University of Western Ontario - Richard Ivey School of Business
MBA
University of Waterloo
BASc, Computer Engineering
RBC Capital Markets 2015 - Present
Raymond James Ltd. 2014 - 2015
Scotiabank 2011 - 2014
Education
The University of Western Ontario - Richard Ivey School of Business
MBA
University of Waterloo
BASc, Computer Engineering
Joanne (Latham) Murphy's Raymond James Ltd. Experience March 2012 - November 2014
Job HR Generalist at Morneau Shepell
Industry Human Resources
Experience
Morneau Shepell December 2014 - Present
Raymond James Ltd March 2012 - November 2014
Rainmaker Entertainment Inc August 2011 - March 2012
Nokia May 2009 - November 2009
Nokia July 2008 - December 2008
Nokia February 2004 - July 2008
Electronic Arts June 2003 - January 2004
Electronic Arts November 2000 - June 2003
BC Biomedical Laboratories Ltd. July 1999 - November 2000
Skills
Human Resources, Training, Management, Recruiting, Personnel Management, HRIS, HR Policies, Employee Relations, Interviews, New Hire Orientations, Talent Management
Education
British Columbia Institute of Technology 1997 — 1999
HR, Human Resources
University of Victoria 1987 — 1993
BEd, BSc, Elementary Education, Psychology
Morneau Shepell December 2014 - Present
Raymond James Ltd March 2012 - November 2014
Rainmaker Entertainment Inc August 2011 - March 2012
Nokia May 2009 - November 2009
Nokia July 2008 - December 2008
Nokia February 2004 - July 2008
Electronic Arts June 2003 - January 2004
Electronic Arts November 2000 - June 2003
BC Biomedical Laboratories Ltd. July 1999 - November 2000
Skills
Human Resources, Training, Management, Recruiting, Personnel Management, HRIS, HR Policies, Employee Relations, Interviews, New Hire Orientations, Talent Management
Education
British Columbia Institute of Technology 1997 — 1999
HR, Human Resources
University of Victoria 1987 — 1993
BEd, BSc, Elementary Education, Psychology
Sharon Morrisroe's Raymond James Ltd. Experience 2006 - Present
Job SVP, General Counsel & Corporate Secretary at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. 2006 - Present
Institute of Corporate Directors 2006 - 2014
Institute of Corporate Directors 2006 - 2014
Portfolio Management Association of Canada 1998 - 2014
Law Society of British Columbia 1979 - 2014
Connor Clark & Lunn 1996 - 2001
Swinton & Co (now Miller Thomson) 1980 - 1992
Skills
Asset Management, Portfolio Management, Mutual Funds, Investments, Due Diligence, Capital Markets, Securities, Corporate Law, Corporate Governance, Mergers & Acquisitions, Risk Management
Education
York University - Osgoode Hall Law School 1976 — 1979
LL.B/J.D., Law
University of Alberta 1974 — 1976
B.A., Economics & Political Science
Raymond James Ltd. 2006 - Present
Institute of Corporate Directors 2006 - 2014
Institute of Corporate Directors 2006 - 2014
Portfolio Management Association of Canada 1998 - 2014
Law Society of British Columbia 1979 - 2014
Connor Clark & Lunn 1996 - 2001
Swinton & Co (now Miller Thomson) 1980 - 1992
Skills
Asset Management, Portfolio Management, Mutual Funds, Investments, Due Diligence, Capital Markets, Securities, Corporate Law, Corporate Governance, Mergers & Acquisitions, Risk Management
Education
York University - Osgoode Hall Law School 1976 — 1979
LL.B/J.D., Law
University of Alberta 1974 — 1976
B.A., Economics & Political Science
Jason Zandberg's Raymond James Ltd. Experience 2000 - 2001
Job Equity analyst at PI Financial
Industry Capital Markets
Experience
PI Financial 2007 - Present
Acumen Capital 2005 - 2007
Raymond James Ltd. 2000 - 2001
Majendie Securities 1990 - 1994
Skills
Equity Valuation, Equities, Investments, Capital Markets
Education
Simon Fraser University 1988 — 1993
PI Financial 2007 - Present
Acumen Capital 2005 - 2007
Raymond James Ltd. 2000 - 2001
Majendie Securities 1990 - 1994
Skills
Equity Valuation, Equities, Investments, Capital Markets
Education
Simon Fraser University 1988 — 1993
Jacob Topping's Raymond James Ltd. Experience August 2011 - February 2012
Job Owner Director at The Melon Ink Multimedia Corp.
Industry Online Media
Experience
The Melon Ink Multimedia Corp. February 2012 - Present
Raymond James Ltd. August 2011 - February 2012
TD Waterhouse September 2009 - August 2011
BMO Financial Group June 2007 - July 2009
Scotiabank October 2004 - January 2007
Skills
Mobile Applications, iPhone, Investments, Wealth, Mutual Funds, Wealth Management, iOS development, Retirement Planning, Android Development, Mobile Phone Apps, iOS, jQuery Mobile, Xcode, Eclipse, PhoneGap, Titanium Mobile, JSON, PHP, HTML, CSS, MySQL, PostgreSQL, Team Leadership, Finance, Financial Planners, Entrepreneurship, Retirement, iOS Development, Customer Service
Education
Carleton University 1997 — 2001
BA Economics, Economics, Minor in Business, concentration Management Information Systems
The Melon Ink Multimedia Corp. February 2012 - Present
Raymond James Ltd. August 2011 - February 2012
TD Waterhouse September 2009 - August 2011
BMO Financial Group June 2007 - July 2009
Scotiabank October 2004 - January 2007
Skills
Mobile Applications, iPhone, Investments, Wealth, Mutual Funds, Wealth Management, iOS development, Retirement Planning, Android Development, Mobile Phone Apps, iOS, jQuery Mobile, Xcode, Eclipse, PhoneGap, Titanium Mobile, JSON, PHP, HTML, CSS, MySQL, PostgreSQL, Team Leadership, Finance, Financial Planners, Entrepreneurship, Retirement, iOS Development, Customer Service
Education
Carleton University 1997 — 2001
BA Economics, Economics, Minor in Business, concentration Management Information Systems
Neil Bruce's Raymond James Ltd. Experience March 2006 - March 2007
Job Business Development Professional
Industry Marketing and Advertising
Experience
Macquarie Private Wealth April 2012 - August 2012
Harris Sheaffer LLP April 2011 - 2012
BBM Canada 2011 - 2011
Statistics Canada November 2009 - August 2010
CIBC Wood Gundy March 2008 - October 2008
AGF Trust November 2007 - March 2008
Raymond James Ltd. March 2006 - March 2007
GSC-Georgeson Shareholder Communications 2005 - 2005
Yellow Pages Group / Groupe Pages Jaunes – Canada 2000 - 2001
Eurofase Inc. January 1998 - September 1999
Skills
Telemarketing, Project Management, Customer Service, Copywriting, Database Management, Graphic Design, Advertising Management, Marketing Communications, New Business Development, Strategic Communications, Research, Event Management, Corporate Branding, Marketing, Management, Business Development, Email Marketing, Sales, Brochures, Art Direction, Brand Development, Advertising
Education
George Brown College 1978 — 1980
Diploma, Graphic Design
Woburn CI
Macquarie Private Wealth April 2012 - August 2012
Harris Sheaffer LLP April 2011 - 2012
BBM Canada 2011 - 2011
Statistics Canada November 2009 - August 2010
CIBC Wood Gundy March 2008 - October 2008
AGF Trust November 2007 - March 2008
Raymond James Ltd. March 2006 - March 2007
GSC-Georgeson Shareholder Communications 2005 - 2005
Yellow Pages Group / Groupe Pages Jaunes – Canada 2000 - 2001
Eurofase Inc. January 1998 - September 1999
Skills
Telemarketing, Project Management, Customer Service, Copywriting, Database Management, Graphic Design, Advertising Management, Marketing Communications, New Business Development, Strategic Communications, Research, Event Management, Corporate Branding, Marketing, Management, Business Development, Email Marketing, Sales, Brochures, Art Direction, Brand Development, Advertising
Education
George Brown College 1978 — 1980
Diploma, Graphic Design
Woburn CI
Chris Cox, CFA's Raymond James Ltd. Experience October 2013 - Present
Job Equity Analyst Energy at Raymond James
Industry Capital Markets
Experience
Raymond James Ltd. October 2013 - Present
AltaCorp Capital Inc. November 2012 - September 2013
AltaCorp Capital Inc. June 2012 - November 2012
Raymond James June 2009 - May 2012
UBS Investment Bank December 2007 - May 2009
Alberta Securities Commission 2007 - 2008
Education
CFA Institute 2009 — 2012
Chartered Financial Analyst
The University of Calgary 2004 — 2009
BA, Economics (Specializing in Energy Economics)
University of Calgary 2004 — 2009
BComm, Finance
Raymond James Ltd. October 2013 - Present
AltaCorp Capital Inc. November 2012 - September 2013
AltaCorp Capital Inc. June 2012 - November 2012
Raymond James June 2009 - May 2012
UBS Investment Bank December 2007 - May 2009
Alberta Securities Commission 2007 - 2008
Education
CFA Institute 2009 — 2012
Chartered Financial Analyst
The University of Calgary 2004 — 2009
BA, Economics (Specializing in Energy Economics)
University of Calgary 2004 — 2009
BComm, Finance
Michael Martella's Raymond James Ltd. Experience August 2014 - Present
Job Financial Securities Advisor at Raymond James Ltd
Industry Financial Services
Experience
Raymond James Ltd. August 2014 - Present
Investors Group Financial Services Inc. 2005 - August 2014
Skills
Estate Planning, Life Insurance, Critical Illness, Disability Insurance, Estate Tax Planning, Corporate Tax Planning, Investment Strategies, Retirement Planning, Wealth Management..., Charitable Trusts, Retirement, Financial Advisory, Wealth, Wealth Management, Finance, Financial Services, Portfolio Management, Investment Advisory
Education
Concordia University
Bachelor's degree, Economics
Raymond James Ltd. August 2014 - Present
Investors Group Financial Services Inc. 2005 - August 2014
Skills
Estate Planning, Life Insurance, Critical Illness, Disability Insurance, Estate Tax Planning, Corporate Tax Planning, Investment Strategies, Retirement Planning, Wealth Management..., Charitable Trusts, Retirement, Financial Advisory, Wealth, Wealth Management, Finance, Financial Services, Portfolio Management, Investment Advisory
Education
Concordia University
Bachelor's degree, Economics
Pearl Yeung's Raymond James Ltd. Experience August 2007 - July 2008
Job Senior Consultant | Digital Customer Experience at Capgemini Consulting
Industry Management Consulting
Experience
Capgemini Consulting January 2014 - Present
BRIKA (www.BRIKA.com) December 2012 - December 2013
Boutique Marketing May 2008 - February 2013
Del Monte Foods August 2008 - August 2011
Raymond James Ltd. August 2007 - July 2008
Bayer September 2006 - December 2006
SC Johnson January 2006 - April 2006
Skills
Brand Management, Marketing Strategy, Leadership, Market Research, Business Planning, Business Analysis, Digital Strategy, Digital Marketing, Strategic Brand..., Brand Strategy..., Integrated Marketing, Marketing, Market Planning, Management, Customer Insight, Strategic Planning, Competitive Analysis, Product Development, Strategy, Forecasting, Cross-functional Team...
Education
University of Oxford - Said Business School 2011 — 2012
Master of Business Administration (MBA)
Institut de superieur de Commerce (ISC), Paris France 2007 — 2007
International Exchange Program during BBA, International Business
Wilfrid Laurier University 2003 — 2007
Bachelor of Business Administration (BBA), Concentration: Brand Communication, Honours
Parsons School of Design 2003 — 2003
Design & Management
Capgemini Consulting January 2014 - Present
BRIKA (www.BRIKA.com) December 2012 - December 2013
Boutique Marketing May 2008 - February 2013
Del Monte Foods August 2008 - August 2011
Raymond James Ltd. August 2007 - July 2008
Bayer September 2006 - December 2006
SC Johnson January 2006 - April 2006
Skills
Brand Management, Marketing Strategy, Leadership, Market Research, Business Planning, Business Analysis, Digital Strategy, Digital Marketing, Strategic Brand..., Brand Strategy..., Integrated Marketing, Marketing, Market Planning, Management, Customer Insight, Strategic Planning, Competitive Analysis, Product Development, Strategy, Forecasting, Cross-functional Team...
Education
University of Oxford - Said Business School 2011 — 2012
Master of Business Administration (MBA)
Institut de superieur de Commerce (ISC), Paris France 2007 — 2007
International Exchange Program during BBA, International Business
Wilfrid Laurier University 2003 — 2007
Bachelor of Business Administration (BBA), Concentration: Brand Communication, Honours
Parsons School of Design 2003 — 2003
Design & Management
Mac Rygiel's Raymond James Ltd. Experience February 2000 - September 2001
Job Investment Management Professional
Industry Investment Management
Experience
Janus Capital Group March 2005 - July 2009
Bay Isle Financial, Value Subsidiary of Janus Capital Group July 2002 - March 2005
BC Hydro & Power Authority October 2001 - July 2002
RAYMOND JAMES LTD February 2000 - September 2001
ROYAL BANK OF CANADA February 1998 - February 2000
Education
Simon Fraser University
Bachelor of Arts, Economics
The University of British Columbia
Master of Business Administration, Finance
Janus Capital Group March 2005 - July 2009
Bay Isle Financial, Value Subsidiary of Janus Capital Group July 2002 - March 2005
BC Hydro & Power Authority October 2001 - July 2002
RAYMOND JAMES LTD February 2000 - September 2001
ROYAL BANK OF CANADA February 1998 - February 2000
Education
Simon Fraser University
Bachelor of Arts, Economics
The University of British Columbia
Master of Business Administration, Finance
Susanne Macneall's Raymond James Ltd. Experience 2014 - 2014
Job Executive Assistant, Investment Banking, Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. 2014 - 2014
Macquarie Capital Partners June 2013 - August 2013
NCP Northland Capital Partners Inc. July 2011 - December 2012
Wellington West Capital Markets November 2010 - July 2011
Loewen Ondaatje McCutcheon September 2008 - November 2010
Dundee Corporation April 2008 - September 2008
MGI Securities Inc. 2003 - April 2008
MGI Securities August 2001 - 2003
Canaccord Capital October 1999 - August 2001
Fedorsen, Shoniker; Barristers & Solicitors May 1987 - November 1998
Skills
Syndications, Capital Markets, Investment Banking, Private Placements, M&A experience, Office Management, Organization, Executive..., Equity Capital Markets, Business Valuation, Funding, DCF
Education
Centennial College
Diploma, Legal Administration
Dunbarton High
Diploma, Business and Commerce
Raymond James Ltd. 2014 - 2014
Macquarie Capital Partners June 2013 - August 2013
NCP Northland Capital Partners Inc. July 2011 - December 2012
Wellington West Capital Markets November 2010 - July 2011
Loewen Ondaatje McCutcheon September 2008 - November 2010
Dundee Corporation April 2008 - September 2008
MGI Securities Inc. 2003 - April 2008
MGI Securities August 2001 - 2003
Canaccord Capital October 1999 - August 2001
Fedorsen, Shoniker; Barristers & Solicitors May 1987 - November 1998
Skills
Syndications, Capital Markets, Investment Banking, Private Placements, M&A experience, Office Management, Organization, Executive..., Equity Capital Markets, Business Valuation, Funding, DCF
Education
Centennial College
Diploma, Legal Administration
Dunbarton High
Diploma, Business and Commerce
Kari Tavener's Raymond James Ltd. Experience 2000 - 2001
Job Director Market Surveillance at RBC
Industry Financial Services
Experience
RBC November 2014 - Present
Scotiabank Global Banking and Markets September 2011 - September 2014
Manulife Securities April 2005 - September 2011
IIROC (Investment Industry Regulatory Organization of Canada) 2004 - 2005
Toronto Research and Trading. 2001 - 2004
Raymond James Ltd. 2000 - 2001
Thomson Kernagan 1997 - 2000
TMX Group 1996 - 1997
Skills
Trading, Securities, Equity Trading, Institutional, Compliance, Equities, Capital Markets, Options, Investments, Investment Management, Hedge Funds, Bonds, Mutual Funds, Wealth Management, Asset Management, Bloomberg, Risk Management, Fixed Income, Portfolio Management, Asset Allocation, Financial Risk, Proprietary Trading, Financial Services, Electronic Trading, ETFs, Strategic Financial..., Investment Strategies, Financial Markets, AML, Trading Systems, Derivatives, FX Options, FINRA, Investment Banking, Alternative Investments, Financial Advisory, Wealth Management..., Equity Derivatives, Anti Money Laundering, Financial Planning
Education
The University of Western Ontario 1993 — 1996
BA, Economics
Humber College 1990 — 1993
Business Administration Diploma, Economics
RBC November 2014 - Present
Scotiabank Global Banking and Markets September 2011 - September 2014
Manulife Securities April 2005 - September 2011
IIROC (Investment Industry Regulatory Organization of Canada) 2004 - 2005
Toronto Research and Trading. 2001 - 2004
Raymond James Ltd. 2000 - 2001
Thomson Kernagan 1997 - 2000
TMX Group 1996 - 1997
Skills
Trading, Securities, Equity Trading, Institutional, Compliance, Equities, Capital Markets, Options, Investments, Investment Management, Hedge Funds, Bonds, Mutual Funds, Wealth Management, Asset Management, Bloomberg, Risk Management, Fixed Income, Portfolio Management, Asset Allocation, Financial Risk, Proprietary Trading, Financial Services, Electronic Trading, ETFs, Strategic Financial..., Investment Strategies, Financial Markets, AML, Trading Systems, Derivatives, FX Options, FINRA, Investment Banking, Alternative Investments, Financial Advisory, Wealth Management..., Equity Derivatives, Anti Money Laundering, Financial Planning
Education
The University of Western Ontario 1993 — 1996
BA, Economics
Humber College 1990 — 1993
Business Administration Diploma, Economics
Pip Smith's Raymond James Ltd. Experience December 2000 - December 2001
Job Manager, Fund Development at YWCA Vancouver
Industry Nonprofit Organization Management
Experience
YWCA Metro Vancouver August 2002 - Present
Raymond James Ltd. December 2000 - December 2001
Canuck Place Children's Hospice October 1999 - August 2000
Collingwood School June 1994 - September 1998
Etobicoke General Hospital Foundation 1994 - 1994
Skills
Non-profits, Fundraising, Community Outreach, Program Development, Event Planning, Community Development, Grant Writing, Event Management, Volunteer Management, Nonprofits, Workshop Facilitation, Philanthropy, Career Counseling
Education
George Brown College 1983 — 1983
HR Management
University of Toronto
Accounting, B+
YWCA Metro Vancouver August 2002 - Present
Raymond James Ltd. December 2000 - December 2001
Canuck Place Children's Hospice October 1999 - August 2000
Collingwood School June 1994 - September 1998
Etobicoke General Hospital Foundation 1994 - 1994
Skills
Non-profits, Fundraising, Community Outreach, Program Development, Event Planning, Community Development, Grant Writing, Event Management, Volunteer Management, Nonprofits, Workshop Facilitation, Philanthropy, Career Counseling
Education
George Brown College 1983 — 1983
HR Management
University of Toronto
Accounting, B+
Debby Stenson's Raymond James Ltd. Experience July 2012 - December 2012
Job Space Planner at Capilano University
Industry Facilities Services
Experience
Capilano University August 2013 - Present
Self-employed April 2006 - August 2013
Synergy Physio 2012 - 2013
Raymond James Ltd. July 2012 - December 2012
Vancouver School Board 1989 - 2005
City of Burnaby November 1978 - November 1989
Skills
Facilities Planning, Research; report writing, Liaison Abilities, Writing and editing, Organization Skills, Municipal Budgeting, RFP experience, RFQ preparation, Business Plan..., Social Media Marketing, Event Planning, Event Management, Facilities Management, Business Planning, Editing, Policy, Budgets, Research, Project Planning, Time Management, Space planning, Organization, Project Management
Education
Simon Fraser University 1976 — 1978
BA, Geography, Psychology
Sentinel Secondary, West Vancouver
Capilano University August 2013 - Present
Self-employed April 2006 - August 2013
Synergy Physio 2012 - 2013
Raymond James Ltd. July 2012 - December 2012
Vancouver School Board 1989 - 2005
City of Burnaby November 1978 - November 1989
Skills
Facilities Planning, Research; report writing, Liaison Abilities, Writing and editing, Organization Skills, Municipal Budgeting, RFP experience, RFQ preparation, Business Plan..., Social Media Marketing, Event Planning, Event Management, Facilities Management, Business Planning, Editing, Policy, Budgets, Research, Project Planning, Time Management, Space planning, Organization, Project Management
Education
Simon Fraser University 1976 — 1978
BA, Geography, Psychology
Sentinel Secondary, West Vancouver
Lynn Cheek-Laberge's Raymond James Ltd. Experience April 2014 - Present
Job Compliance Officer at Raymond James Ltd.
Industry Investment Management
Experience
Raymond James Ltd. April 2014 - Present
BMO Financial Group December 2012 - April 2014
BMO Harris Private Banking May 2010 - December 2012
Skills
Portfolio Management, Mutual Funds, Wealth Management, Investments, Banking
Education
Concordia University
Bachelor of Commerce (BCom), Finance
Raymond James Ltd. April 2014 - Present
BMO Financial Group December 2012 - April 2014
BMO Harris Private Banking May 2010 - December 2012
Skills
Portfolio Management, Mutual Funds, Wealth Management, Investments, Banking
Education
Concordia University
Bachelor of Commerce (BCom), Finance
David Quezada, CFA's Raymond James Ltd. Experience 2009 - 2014
Job Associate Equity Analyst at Raymond James
Industry Financial Services
Experience
Raymond James October 2009 - Present
Raymond James Ltd. 2009 - 2014
Connor Clark & Lunn September 2008 - September 2009
HSBC 2007 - 2008
Skills
Financial Modeling, Bloomberg, Financial Analysis, Equities, Valuation, Writing, Research, Investments, Equity Research, Finance, Corporate Finance, Capital Markets, Portfolio Management
Education
CFA Institute 2007 — 2009
CFA Charterholder
Simon Fraser University 2000 — 2006
BBA, Finance
Raymond James October 2009 - Present
Raymond James Ltd. 2009 - 2014
Connor Clark & Lunn September 2008 - September 2009
HSBC 2007 - 2008
Skills
Financial Modeling, Bloomberg, Financial Analysis, Equities, Valuation, Writing, Research, Investments, Equity Research, Finance, Corporate Finance, Capital Markets, Portfolio Management
Education
CFA Institute 2007 — 2009
CFA Charterholder
Simon Fraser University 2000 — 2006
BBA, Finance
Alexander Luchin's Raymond James Ltd. Experience October 2010 - December 2012
Job CFA Level 3 candidate
Industry Financial Services
Experience
Rogers Group Financial December 2012 - Present
Raymond James Ltd. October 2010 - December 2012
Spherion May 2009 - November 2009
Hudson Bay Company 2008 - 2008
Skills
Customer Service, Communication, Problem Solving, Close Attention to..., Microsoft Office, Data Analysis, Teamwork, Analysis, Time Management, Microsoft Excel
Education
CFA Institute 2010 — 2015
CFA Level 3 Candidate
Kwantlen Polytechnic University 2009 — 2010
Accounting and Finance courses
Kharkiv National University
Biochemistry
Rogers Group Financial December 2012 - Present
Raymond James Ltd. October 2010 - December 2012
Spherion May 2009 - November 2009
Hudson Bay Company 2008 - 2008
Skills
Customer Service, Communication, Problem Solving, Close Attention to..., Microsoft Office, Data Analysis, Teamwork, Analysis, Time Management, Microsoft Excel
Education
CFA Institute 2010 — 2015
CFA Level 3 Candidate
Kwantlen Polytechnic University 2009 — 2010
Accounting and Finance courses
Kharkiv National University
Biochemistry
Brian Martin, CFA's Raymond James Ltd. Experience August 2012 - Present
Job Equity Research Associate at Raymond James Ltd.
Industry Capital Markets
Experience
Raymond James Ltd. August 2012 - Present
Raymond James Ltd. October 2011 - August 2012
Vanguard Shareholder Solutions May 2010 - October 2011
Voyageur Oil and Gas May 2008 - April 2010
Skills
Capital Markets, Investments, Business Development, Equity Valuation, Valuation, Financial Modeling, Corporate Finance, Equity Research, Bloomberg, Equities, Private Equity
Education
The University of British Columbia 2006 — 2008
Bachelor of Commerce, Sauder School of Business
Hong Kong University of Science and Technology - School of Business and Management 2006 — 2007
Finance
Canadian Securities Institute
Canadian Securities Course
British Columbia Institute of Technology
MINE 1010 - Mineral Exploration and Mining for the Business and Investment Community
Raymond James Ltd. August 2012 - Present
Raymond James Ltd. October 2011 - August 2012
Vanguard Shareholder Solutions May 2010 - October 2011
Voyageur Oil and Gas May 2008 - April 2010
Skills
Capital Markets, Investments, Business Development, Equity Valuation, Valuation, Financial Modeling, Corporate Finance, Equity Research, Bloomberg, Equities, Private Equity
Education
The University of British Columbia 2006 — 2008
Bachelor of Commerce, Sauder School of Business
Hong Kong University of Science and Technology - School of Business and Management 2006 — 2007
Finance
Canadian Securities Institute
Canadian Securities Course
British Columbia Institute of Technology
MINE 1010 - Mineral Exploration and Mining for the Business and Investment Community
Victor Medina-Leal F.'s Raymond James Ltd. Experience 2009 - Present
Job Integrated wealth management solutions
Industry Investment Management
Experience
Raymond James Ltd. 2009 - Present
CIBC Wood Gundy 2004 - 2009
Skills
Integrated Wealth..., Portfolio Management, Investment Strategies, Retirement Planning, Estate Planning, Insurance
Education
University of Toronto
MA, Political Economy
Graduate Institute of International and Development Studies - Geneva, Switzerland
International Relations and Development
University of Victoria
BA Honours, Philosophy
Financial Planning Standards Council (FPSC)
Certified Financial Planner (CFP)
Canadian Securities Institute
Canadian Investment Manager (CIM); Financial Management Advisor (FMA)
Raymond James Ltd. 2009 - Present
CIBC Wood Gundy 2004 - 2009
Skills
Integrated Wealth..., Portfolio Management, Investment Strategies, Retirement Planning, Estate Planning, Insurance
Education
University of Toronto
MA, Political Economy
Graduate Institute of International and Development Studies - Geneva, Switzerland
International Relations and Development
University of Victoria
BA Honours, Philosophy
Financial Planning Standards Council (FPSC)
Certified Financial Planner (CFP)
Canadian Securities Institute
Canadian Investment Manager (CIM); Financial Management Advisor (FMA)
Kelly Woodall, CFA's Raymond James Ltd. Experience 2004 - 2006
Job Portfolio Manager at Seymour Investment Management Ltd
Industry Investment Management
Experience
Seymour Investment Management Ltd. May 2010 - Present
Cypress Capital Management Ltd. 2007 - 2010
Bloom Investment Counsel Inc. 2007 - 2007
Raymond James Ltd. 2004 - 2006
UBS Investment Bank 2001 - 2004
Salman Partners Inc. 2000 - 2001
Phillips, Hager & North 1999 - 2000
Skills
Equity Research, Equities
Education
The University of British Columbia 1993 — 1997
B.Comm, Finance
McMaster University 1992 — 1993
First Year Business
CFA Institute
CFA
Elmira District Secondary School
Seymour Investment Management Ltd. May 2010 - Present
Cypress Capital Management Ltd. 2007 - 2010
Bloom Investment Counsel Inc. 2007 - 2007
Raymond James Ltd. 2004 - 2006
UBS Investment Bank 2001 - 2004
Salman Partners Inc. 2000 - 2001
Phillips, Hager & North 1999 - 2000
Skills
Equity Research, Equities
Education
The University of British Columbia 1993 — 1997
B.Comm, Finance
McMaster University 1992 — 1993
First Year Business
CFA Institute
CFA
Elmira District Secondary School
Farshad Yousefi's Raymond James Ltd. Experience October 2014 - June 2015
Job Network Engineer Consultant
Industry Information Technology and Services
Experience
LoyaltyOne June 2015 - Present
Raymond James Ltd. October 2014 - June 2015
Raymond James Ltd. May 2011 - June 2015
WIND Mobile April 2009 - May 2011
Qualia Clinical Services December 2007 - February 2009
United Nations World Food Programme March 2004 - June 2006
Skills
Network Administration, Network Design, Network Architecture, Cisco Technologies, Juniper, Routing, Switches, Wireless, Firewalls, IDS/IPS, Data Center Architecture, Load Balancing, High Availability, Converged Networks, Active Directory, Data Center, IP, LAN-WAN, Voice & Data Convergence, QoS, VPN, Microsoft SQL Server, Disaster Recovery, Cisco Nexus, Networking, Troubleshooting, Palo Alto, VLAN, Routing Protocols, ASA, Group Policy, Juniper Technologies, Cisco ASA
Education
Palo Alto Networks
PNCSE6 - Palo Alto Networks Certified Network Security Engineer
Palo Alto Networks
ACE - Accredited Configuration Engineer, PAN-OS 6.0
CCDP - Cisco Certified Design Professional 2014 — 2015
Designing Cisco Network Service Architectures
Palo Alto Networks
ACE - Accredited Configuration Engineer, PAN-OS 5.0
Palo Alto Networks
Essentials I, Essesntials II, PAN-EDI-201, PAN-EDU-205
CCDA - Cisco Certified Design Associate
Designing for Cisco Internetwork Solutions
CCNA Security - Cisco Certified Network Associate Security 2012 — 2012
Implementing Cisco IOS Network Security
CCIE Routing and Switctching (In Progress)
Cisco Certified Internetwork Expert Routing and Switching
CCNP - Cisco Certified Network Professional 2010 — 2011
Implementing Cisco IP Routing, Switched Networks, Troubleshooting and Maintaining Cisco IP Networks
CCNA - Cisco Certified Network Associate 2009 — 2010
Interconnecting Cisco Networking Devices (Routing and Switching)
LoyaltyOne June 2015 - Present
Raymond James Ltd. October 2014 - June 2015
Raymond James Ltd. May 2011 - June 2015
WIND Mobile April 2009 - May 2011
Qualia Clinical Services December 2007 - February 2009
United Nations World Food Programme March 2004 - June 2006
Skills
Network Administration, Network Design, Network Architecture, Cisco Technologies, Juniper, Routing, Switches, Wireless, Firewalls, IDS/IPS, Data Center Architecture, Load Balancing, High Availability, Converged Networks, Active Directory, Data Center, IP, LAN-WAN, Voice & Data Convergence, QoS, VPN, Microsoft SQL Server, Disaster Recovery, Cisco Nexus, Networking, Troubleshooting, Palo Alto, VLAN, Routing Protocols, ASA, Group Policy, Juniper Technologies, Cisco ASA
Education
Palo Alto Networks
PNCSE6 - Palo Alto Networks Certified Network Security Engineer
Palo Alto Networks
ACE - Accredited Configuration Engineer, PAN-OS 6.0
CCDP - Cisco Certified Design Professional 2014 — 2015
Designing Cisco Network Service Architectures
Palo Alto Networks
ACE - Accredited Configuration Engineer, PAN-OS 5.0
Palo Alto Networks
Essentials I, Essesntials II, PAN-EDI-201, PAN-EDU-205
CCDA - Cisco Certified Design Associate
Designing for Cisco Internetwork Solutions
CCNA Security - Cisco Certified Network Associate Security 2012 — 2012
Implementing Cisco IOS Network Security
CCIE Routing and Switctching (In Progress)
Cisco Certified Internetwork Expert Routing and Switching
CCNP - Cisco Certified Network Professional 2010 — 2011
Implementing Cisco IP Routing, Switched Networks, Troubleshooting and Maintaining Cisco IP Networks
CCNA - Cisco Certified Network Associate 2009 — 2010
Interconnecting Cisco Networking Devices (Routing and Switching)
Patrick Wolfe's Raymond James Ltd. Experience August 1998 - June 2008
Job Instructor at BCIT
Industry Higher Education
Experience
BCIT September 2008 - Present
Simon Fraser University August 2015 - Present
Accel-Rx Health Sciences Accelerator April 2015 - Present
CDRD Ventures Inc. November 2009 - July 2015
Raymond James Ltd. August 1998 - June 2008
BMO Nesbitt Burns November 1983 - June 1996
Skills
Research, Strategic Planning, Data Analysis, Finance, Corporate Finance, Auditing, Financial Analysis, Financial Reporting, PowerPoint, Financial Accounting
Education
Canadian Institute of Chartered Business Valuators
Chartered Business Valuator
The University of Western Ontario 1981 — 1983
Master of Business Administration (MBA) (Honours)
Simon Fraser University
Bachelor of Arts (Honours), Economics
BCIT September 2008 - Present
Simon Fraser University August 2015 - Present
Accel-Rx Health Sciences Accelerator April 2015 - Present
CDRD Ventures Inc. November 2009 - July 2015
Raymond James Ltd. August 1998 - June 2008
BMO Nesbitt Burns November 1983 - June 1996
Skills
Research, Strategic Planning, Data Analysis, Finance, Corporate Finance, Auditing, Financial Analysis, Financial Reporting, PowerPoint, Financial Accounting
Education
Canadian Institute of Chartered Business Valuators
Chartered Business Valuator
The University of Western Ontario 1981 — 1983
Master of Business Administration (MBA) (Honours)
Simon Fraser University
Bachelor of Arts (Honours), Economics
Kevin Tao's Raymond James Ltd. Experience August 2013 - Present
Job Securities Associate at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. August 2013 - Present
HSBC Global Asset Management (Canada) Limited 2012 - August 2013
Skills
Risk Management, Investments, Bloomberg
Education
Simon Fraser University
Bachelor of Arts (B.A.), Economics
Canadian Securities Course (CSC)
Raymond James Ltd. August 2013 - Present
HSBC Global Asset Management (Canada) Limited 2012 - August 2013
Skills
Risk Management, Investments, Bloomberg
Education
Simon Fraser University
Bachelor of Arts (B.A.), Economics
Canadian Securities Course (CSC)
Arie Papernick's Raymond James Ltd. Experience 2006 - 2010
Job Investment Banking at Secutor Capital Management Corp.
Industry Investment Banking
Experience
Secutor Capital Management Corp. March 2010 - Present
Raymond James Ltd. 2006 - 2010
Canaccord Capital 2002 - 2006
HSBC James Capel 1997 - 2002
Education
McMaster University 1990 — 1994
Hon. B.Comm
Secutor Capital Management Corp. March 2010 - Present
Raymond James Ltd. 2006 - 2010
Canaccord Capital 2002 - 2006
HSBC James Capel 1997 - 2002
Education
McMaster University 1990 — 1994
Hon. B.Comm
Rebecca Reznick's Raymond James Ltd. Experience June 2008 - Present
Job Human Resources Advisor at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. June 2008 - Present
Raymond James Ltd. June 2008 - Present
Pardy & Associates June 2010 - Present
University of Calgary December 2011 - July 2012
Mackenzie Investments January 2000 - June 2008
Skills
Microsoft Office, Articulate Studio, Adobe eLearning Suite, Blackboard, Learning Management..., WebEx, E-Learning, Curriculum Design, Training Facilitation, Public Speaking, Presentations, Qualitative Research, Customer Service
Education
The University of Calgary 2010 — 2013
Master of Arts (MA), Workplace and Adult Learning
University College of the Fraser Valley 2008 — 2010
Bachelor's degree, Adult Education and Communications
yale secondary
Raymond James Ltd. June 2008 - Present
Raymond James Ltd. June 2008 - Present
Pardy & Associates June 2010 - Present
University of Calgary December 2011 - July 2012
Mackenzie Investments January 2000 - June 2008
Skills
Microsoft Office, Articulate Studio, Adobe eLearning Suite, Blackboard, Learning Management..., WebEx, E-Learning, Curriculum Design, Training Facilitation, Public Speaking, Presentations, Qualitative Research, Customer Service
Education
The University of Calgary 2010 — 2013
Master of Arts (MA), Workplace and Adult Learning
University College of the Fraser Valley 2008 — 2010
Bachelor's degree, Adult Education and Communications
yale secondary
Rann Cannon, CFA's Raymond James Ltd. Experience July 1996 - June 2012
Job Chief Investment Officer, Portfolio Manager at Covista Capital Corp.
Industry Financial Services
Experience
Covista Capital Corp. May 2015 - Present
Leede Financial Markets Inc. July 2012 - April 2015
Raymond James Ltd July 1996 - June 2012
Skills
Trading, Equities, Investments, Wealth Management, Investment Advisory, Investment Strategies, Options, Capital Markets, Portfolio Management, Securities, Mutual Funds, Asset Management, Financial Modeling, Corporate Finance, Venture Capital, Private Equity, Valuation, Investment Banking, Fixed Income, Strategic Financial...
Education
CFA Institute
CFA Charter
The University of British Columbia 1992 — 1996
Bachelor of Arts
Covista Capital Corp. May 2015 - Present
Leede Financial Markets Inc. July 2012 - April 2015
Raymond James Ltd July 1996 - June 2012
Skills
Trading, Equities, Investments, Wealth Management, Investment Advisory, Investment Strategies, Options, Capital Markets, Portfolio Management, Securities, Mutual Funds, Asset Management, Financial Modeling, Corporate Finance, Venture Capital, Private Equity, Valuation, Investment Banking, Fixed Income, Strategic Financial...
Education
CFA Institute
CFA Charter
The University of British Columbia 1992 — 1996
Bachelor of Arts
Andrew Hyung's Raymond James Ltd. Experience April 2014 - July 2014
Job Investment Banking Summer Associate at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank June 2015 - Present
Raymond James Ltd. April 2014 - July 2014
Western Union Business Solutions November 2012 - April 2014
Jameson Bank April 2012 - October 2012
Jameson Bank January 2011 - April 2012
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Investment Banking
University of Toronto
Deutsche Bank June 2015 - Present
Raymond James Ltd. April 2014 - July 2014
Western Union Business Solutions November 2012 - April 2014
Jameson Bank April 2012 - October 2012
Jameson Bank January 2011 - April 2012
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Investment Banking
University of Toronto
Filomena May's Raymond James Ltd. Experience January 2014 - Present
Job Financial Advisor, Filo Financial Solutions at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. January 2014 - Present
Filo Financial Solutions September 2002 - Present
Filo Financial Solutions 2002 - Present
Skills
Insurance Planning, Financial Planning, Insurance, Investments, Wealth Management, Retirement Planning, Wealth, Estate Planning, Retirement, Financial Analysis, Critical Illness, Loans, Investment Strategies, Mortgage Marketing, Pensions, Strategic Financial..., Cash Flow, Financial Planners, Financial Advisory, Finance, Leadership, Risk Management, Strategic Planning, Portfolio Management, Investment Advisory, Mutual Funds, Customer Service, Financial Services, Life Insurance
Education
St. Mary's High School
The University of Calgary
Bachelor of Arts (BA)
Raymond James Ltd. January 2014 - Present
Filo Financial Solutions September 2002 - Present
Filo Financial Solutions 2002 - Present
Skills
Insurance Planning, Financial Planning, Insurance, Investments, Wealth Management, Retirement Planning, Wealth, Estate Planning, Retirement, Financial Analysis, Critical Illness, Loans, Investment Strategies, Mortgage Marketing, Pensions, Strategic Financial..., Cash Flow, Financial Planners, Financial Advisory, Finance, Leadership, Risk Management, Strategic Planning, Portfolio Management, Investment Advisory, Mutual Funds, Customer Service, Financial Services, Life Insurance
Education
St. Mary's High School
The University of Calgary
Bachelor of Arts (BA)
Joseph Clement's Raymond James Ltd. Experience February 2010 - Present
Job VP Institutional Equities at Raymond James Ltd
Industry Financial Services
Experience
Raymond James ltd February 2010 - Present
Desjardins Securities June 2005 - August 2008
Orion Securities January 2003 - June 2005
Skills
Securities, Portfolio Management, Equities, Capital Markets, Investments, Investment Strategies, Asset Managment, Equity Trading, Equity Research, Bloomberg
Education
Marianopolis College
Universite de Montreal
Université de Montréal - HEC Montréal
Raymond James ltd February 2010 - Present
Desjardins Securities June 2005 - August 2008
Orion Securities January 2003 - June 2005
Skills
Securities, Portfolio Management, Equities, Capital Markets, Investments, Investment Strategies, Asset Managment, Equity Trading, Equity Research, Bloomberg
Education
Marianopolis College
Universite de Montreal
Université de Montréal - HEC Montréal
Jennifer Whyte's Raymond James Ltd. Experience June 2002 - August 2008
Job Event Planner
Industry Events Services
Experience
Royal Equitor Inc O/A Four Points by Sheraton Toronto Airport April 2012 - October 2012
Science Museum August 2011 - January 2012
Somerset House Trust April 2011 - July 2011
Science Museum September 2010 - December 2010
Sodexo Prestige March 2010 - September 2010
Pt2 Events Inc. June 2003 - February 2009
Raymond James Ltd. June 2002 - August 2008
Smoke Tree Ranch October 2006 - May 2007
Toronto Golf Club March 2006 - October 2006
University of Guelph February 2005 - October 2005
Skills
Corporate Events, Catering, Event Management, Weddings, Sales, Event Planning, Live Events, Venue, Venue Management, Private Events, Time Management, PowerPoint, Hospitality, Customer Service, Management, Parties
Education
University of Guelph 2004 — 2008
Bachelor of Commerce, Hotel and Food Administration Co-operative Education
Cawthra Park Secondary School 1998 — 2003
Ontario Secondary School Diploma, Music
Royal Equitor Inc O/A Four Points by Sheraton Toronto Airport April 2012 - October 2012
Science Museum August 2011 - January 2012
Somerset House Trust April 2011 - July 2011
Science Museum September 2010 - December 2010
Sodexo Prestige March 2010 - September 2010
Pt2 Events Inc. June 2003 - February 2009
Raymond James Ltd. June 2002 - August 2008
Smoke Tree Ranch October 2006 - May 2007
Toronto Golf Club March 2006 - October 2006
University of Guelph February 2005 - October 2005
Skills
Corporate Events, Catering, Event Management, Weddings, Sales, Event Planning, Live Events, Venue, Venue Management, Private Events, Time Management, PowerPoint, Hospitality, Customer Service, Management, Parties
Education
University of Guelph 2004 — 2008
Bachelor of Commerce, Hotel and Food Administration Co-operative Education
Cawthra Park Secondary School 1998 — 2003
Ontario Secondary School Diploma, Music
Faruq Kanji's Raymond James Ltd. Experience July 2011 - September 2011
Job Business Analyst at TransCanada
Industry Higher Education
Experience
TransCanada April 2014 - Present
TransCanada May 2012 - December 2012
Calgary Portfolio Management Trust September 2011 - September 2012
Raymond James Ltd. July 2011 - September 2011
Deloitte June 2011 - September 2011
Accurate Data Services Inc. May 2010 - July 2010
Inventa July 2009 - July 2009
Skills
Microsoft Excel, PowerPoint, Analytics, Financial Modeling, Financial Analysis, Valuation, Teamwork, Leadership, Research, Communication, Economics
Education
The University of Calgary 2008 — 2014
Bachelor of Commerce, Finance
University of Amsterdam 2013 — 2014
TransCanada April 2014 - Present
TransCanada May 2012 - December 2012
Calgary Portfolio Management Trust September 2011 - September 2012
Raymond James Ltd. July 2011 - September 2011
Deloitte June 2011 - September 2011
Accurate Data Services Inc. May 2010 - July 2010
Inventa July 2009 - July 2009
Skills
Microsoft Excel, PowerPoint, Analytics, Financial Modeling, Financial Analysis, Valuation, Teamwork, Leadership, Research, Communication, Economics
Education
The University of Calgary 2008 — 2014
Bachelor of Commerce, Finance
University of Amsterdam 2013 — 2014
Eleni Helen Spasopoulos's Raymond James Ltd. Experience June 1999 - June 2009
Job Institutional Equity Trader
Industry Capital Markets
Experience
M Partners June 2010 - January 2014
Raymond James Ltd. June 1999 - June 2009
Skills
Equities, Private Placements, Equity Trading, Capital Markets, Securities, Bloomberg, Trading
Education
Carleton University 1994 — 1998
BA Hon, History and Sociology/Anthropology
M Partners June 2010 - January 2014
Raymond James Ltd. June 1999 - June 2009
Skills
Equities, Private Placements, Equity Trading, Capital Markets, Securities, Bloomberg, Trading
Education
Carleton University 1994 — 1998
BA Hon, History and Sociology/Anthropology
gene simonsen's Raymond James Ltd. Experience
Job consultant at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd.
Skills
Equities, Financial Modeling, Financial Services, Investments
Education
St. Lawrence University 1959 — 1963
Bachelor of Science (BS), psychology and economics, 3.0
Raymond James Ltd.
Skills
Equities, Financial Modeling, Financial Services, Investments
Education
St. Lawrence University 1959 — 1963
Bachelor of Science (BS), psychology and economics, 3.0
Donna McCuaig's Raymond James Ltd. Experience October 2014 - December 2014
Job Business Development
Industry Public Relations and Communications
Experience
Raymond James Ltd. October 2014 - December 2014
Multinational Business Consultants (MBC) 2012 - March 2014
Air Canada March 2009 - September 2010
City of Westmount May 1997 - August 2009
City of Westmount March 2005 - October 2008
City of St Laurent September 1997 - March 2002
Group Historia International January 1998 - January 2000
Focus International February 1992 - November 1998
YMCA Canada 1988 - 1995
Skills
Fundraising, Project Management, Event Planning, Microsoft Office, Management, Operational Efficiency, Case Managment, Consumer Marketing, Strategic Planning, Business Strategy, New Business Development, Time Management, French, Nonprofits, Event Management, Marketing Strategy, Marketing, Public Relations, Training, Social Media, Negotiation
Education
McGill University
Public Relations Certification, marketing, Psychology, Consumer Behaviour
Lasalle College, Montreal
Merchandising
Raymond James Ltd. October 2014 - December 2014
Multinational Business Consultants (MBC) 2012 - March 2014
Air Canada March 2009 - September 2010
City of Westmount May 1997 - August 2009
City of Westmount March 2005 - October 2008
City of St Laurent September 1997 - March 2002
Group Historia International January 1998 - January 2000
Focus International February 1992 - November 1998
YMCA Canada 1988 - 1995
Skills
Fundraising, Project Management, Event Planning, Microsoft Office, Management, Operational Efficiency, Case Managment, Consumer Marketing, Strategic Planning, Business Strategy, New Business Development, Time Management, French, Nonprofits, Event Management, Marketing Strategy, Marketing, Public Relations, Training, Social Media, Negotiation
Education
McGill University
Public Relations Certification, marketing, Psychology, Consumer Behaviour
Lasalle College, Montreal
Merchandising
Melody Zheng, CA's Raymond James Ltd. Experience January 2014 - Present
Job Supervisor, Tax Reporting at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. January 2014 - Present
Wolrige Mahon LLP September 2009 - January 2014
TD Bank Group January 2007 - August 2009
Skills
Assurance, Financial Reporting, Tax, Accounting, Audit, Internal Controls, Tax Preparation, Corporate Tax, Auditing, Income Tax, GAAP
Education
The University of British Columbia / UBC 2005 — 2009
BCom, Accounting
Raymond James Ltd. January 2014 - Present
Wolrige Mahon LLP September 2009 - January 2014
TD Bank Group January 2007 - August 2009
Skills
Assurance, Financial Reporting, Tax, Accounting, Audit, Internal Controls, Tax Preparation, Corporate Tax, Auditing, Income Tax, GAAP
Education
The University of British Columbia / UBC 2005 — 2009
BCom, Accounting
Diane Groot's Raymond James Ltd. Experience November 1997 - Present
Job Manager, Corporate Facilities & Sustainability at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. November 1997 - Present
Dairyworld Foods 1995 - 1997
Workers Compenstion Board of Manitoba 1986 - 1995
Skills
Facilities Management, Budgets, Management, Team Building, Leadership, Corporate Real Estate, Facilities Operations, Time Management, Supervisory Skills, Sustainability, Building Maintenance, Project Planning, Financial Services
Education
BCIT 1995 — 1997
Red River Community College 1992 — 1995
Lord Selkirk Regional Comprehensive High School
Raymond James Ltd. November 1997 - Present
Dairyworld Foods 1995 - 1997
Workers Compenstion Board of Manitoba 1986 - 1995
Skills
Facilities Management, Budgets, Management, Team Building, Leadership, Corporate Real Estate, Facilities Operations, Time Management, Supervisory Skills, Sustainability, Building Maintenance, Project Planning, Financial Services
Education
BCIT 1995 — 1997
Red River Community College 1992 — 1995
Lord Selkirk Regional Comprehensive High School
Am Sidhu's Raymond James Ltd. Experience November 2014 - Present
Job Associate at Raymond James Ltd.
Industry Investment Management
Experience
Raymond James Ltd. November 2014 - Present
FIRMA Foreign Exchange April 2014 - September 2014
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, Leadership
Education
Trinity Western University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Economics and Finance
University of Wisconsin-Ashland 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Raymond James Ltd. November 2014 - Present
FIRMA Foreign Exchange April 2014 - September 2014
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, Leadership
Education
Trinity Western University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Economics and Finance
University of Wisconsin-Ashland 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Phil Russo's Raymond James Ltd. Experience January 2011 - Present
Job VP Equity Analyst, Mining at Raymond James Ltd.
Industry Investment Banking
Experience
Raymond James Ltd. January 2011 - Present
Barrick Gold Corporation 2004 - 2011
Skills
Mining, Gold, Financial Modeling, Due Diligence, Valuation, Equities, Corporate Finance, Financial Analysis, Asset Managment, Investments, Equity Research, Portfolio Management, Minerals, Mergers, Capital Markets
Education
Curtin Business School 2004 — 2006
Master of Business Administration (MBA), Mineral & Energy Economics
Curtin University of Technology 1999 — 2003
Bachelor of Applied Science (B.A.Sc.)
Raymond James Ltd. January 2011 - Present
Barrick Gold Corporation 2004 - 2011
Skills
Mining, Gold, Financial Modeling, Due Diligence, Valuation, Equities, Corporate Finance, Financial Analysis, Asset Managment, Investments, Equity Research, Portfolio Management, Minerals, Mergers, Capital Markets
Education
Curtin Business School 2004 — 2006
Master of Business Administration (MBA), Mineral & Energy Economics
Curtin University of Technology 1999 — 2003
Bachelor of Applied Science (B.A.Sc.)
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial