RBC Asset Management
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RBC Asset Management Employees
GlobeInvest Capital Management Inc. 2009 - January 2014
Scotia Cassels 2004 - 2007
RBC Asset Management 1998 - 2003
Empire Financial Group 1996 - 1998
Bank of Montreal 1990 - 1995
Skills
Equity manager with..., Adheres to..., Strong analytical..., Highly motivated..., Effective communicator., Stock Picking, Portfolio Management, Equities, Capital Markets, Investment Strategies, Investment Banking, Asset Allocation, Investment Management, Alternative Investments, Securities, Wealth Management, Asset Management, Mutual Funds, Bloomberg, Management, Investments
Education
University of Toronto 1990 — 1996
MBA
Association of Investment Management and Research 1989 — 1991
CFA
McGill University 1982 — 1985
Bachelor of Commerce, Finance
Intifin Group 2008 - Present
RBC Asset Management 2005 - 2008
Dynamic Funds & affiliates December 2001 - 2005
Dynamic Funds & affiliates January 2001 - December 2001
Fidelity Worldwide Investment December 1999 - 2001
Skills
Business Strategy, Marketing Strategy, Cross-functional Team..., Product Development, Competitive Analysis, Investments, Asset Managment, Capital Markets, Strategy, Financial Services, Marketing, Communicaitons, Leadership, Strategy Development, Marketing Management, Team Leadership, Wealth Management, Financial Markets, Securities, Product Management, Structured Products, Energy, Renewable Energy, Cleantech, Innovation, Mergers & Acquisitions, Due Diligence, Asset Management, Alternative Investments, Start-ups, Corporate Development, Entrepreneurship, Management Consulting, Private Equity, Executive Management, Valuation, Portfolio Management, Investment Management, Investment Strategies, Investment Banking, Hedge Funds, Financial Modeling, Corporate Finance, International Business, Fixed Income, Risk Management, Mutual Funds, Equities, Management
Education
IMD (International Institute for Management Development) - Business Programs
Master of Business Administration (M.B.A.)
Middlebury College
B.A.
Chartered Alternative Investment Analyst Association
Nuveen Investments August 2012 - Present
Innovente 2012 - Present
The Canadian Renewable Energy Fund December 2010 - July 2012
Pfiffner Management Inc October 2010 - July 2012
Lazard February 2004 - November 2010
Synergy Asset Management June 2003 - January 2004
RBC Asset Management March 1997 - July 2003
Skills
Fixed Income, Alternative Investments, Mutual Funds, Hedge Funds, Capital Markets, Finance, Securities, Investment Strategies, Investment Management, Asset Allocation, Financial Advisory, Financial Modeling, Due Diligence, Corporate Finance, Financial Markets, Investment Advisory, Wealth Management, Derivatives, Valuation, Credit, Investment Banking
Education
Canadian Securities Institute 1995 — 1995
PDO, CSC, Securities
Concordia 1990 — 1993
BA, Economics
MD Financial Management Gestion financière MD August 2014 - Present
Great-West Life March 2013 - August 2014
RBC Asset Management January 2007 - February 2013
Manulife Bank of Canada May 2004 - January 2007
CIBC Imperial Service January 2001 - May 2004
Freedom 55 Financial December 1997 - January 2001
Skills
Strategic Financial..., Banking, Estate Planning, Internet Strategy, Email Marketing, Social Media, Certified Financial..., Wordpress, Guitarist, Singer-songwriter, Product Launch, Creative Writing, Persuasive Presentations, Canadian Securities..., Mutual Funds, Wealth Management, Investments, Retirement Planning, Investment Strategies, Investment Advisory, Retirement, Insurance, Alternative Investments, Relationship Management, Strategy, High Net Worth..., Asset Allocation, Financial Services, Wealth, Wealth Management..., Financial Advisory, Investment Management, Pensions, Financial Planners, Finance, Portfolio Management, Financial Planning
Education
University of Manitoba
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
TD Waterhouse - Financial Planning October 2010 - Present
RBC Asset Management January 2006 - October 2010
UQO 2008 - 2010
RBC Insurance 2002 - 2006
Berkshire Investment group 2002 - 2003
Concordia University 2000 - 2001
Skills
Mutual Funds, Investments, Insurance, Retirement Planning, Wealth Management, Wealth, Strategic Financial..., Investment Advisory, Retirement, Financial Planners, Estate Planning, Financial Advisory, Fixed Annuities, Portfolio Management, Investment Strategies, Asset Allocation, Securities, Finance, Financial Services, High Net Worth..., Mortgage Lending, Wealth Management..., Asset Management, Bonds, Equities, Financial Planning
Education
Université du Québec à Montréal 2008 — 2010
MBA, Finance
Islamic Azad University 1993 — 1997
B.Sc., Geology
Université de Montréal - Ecole polytechnique de Montréal
Master of Business Administration (MBA)
RBC January 2013 - Present
MF Global Canada Co. November 2010 - December 2011
Montreal Exchange April 2008 - October 2010
Montreal Exchange November 2006 - March 2008
RBC Direct Investing Inc October 2005 - November 2006
RBC Financial Group January 2004 - October 2005
RBC Asset Management December 2000 - January 2004
Education
Global Association of Risk Professionals (GARP) 2009 — 2009
FRM, Risk Management
CFA Institute 2002 — 2005
CFA Charterholder, Finance
McGill University 1996 — 1999
Bachelor of Commerce (B.Com.), Business Administration and Management, General
RBC Global Asset Management 2008 - Present
RBC Asset Management 2007 - Present
Skills
Web Analytics, Analysis, Online Marketing, Research, Vendor Management, Problem Solving, Social Media, HTML, Excel, Programming, CSS, ASP, JavaScript, AJAX, MySQL, SQL, Blogging, Business Analysis, Analytics, Microsoft Office, PowerPoint, Word, Web Services, Microsoft Excel, Windows, Web Development, Access
Education
International Webmaster Association 2010 — 2011
Web Business Certificate, Web Business Certificate
Seneca College of Applied Arts and Technology
RBC Global Asset Management November 2009 - Present
RBC Asset Management January 2000 - November 2009
RBC Global Asset Management June 1997 - December 1999
RBC August 1994 - May 1997
Skills
Portfolio Management, Currency, Asset Allocation, Fixed Income, Investments, Asset Management
Education
Institute of Corporate Directors and Rotman School of Management
NFP Governance Essentials Program
CFA Institute 1995 — 1997
CFA
The University of Western Ontario - Richard Ivey School of Business 1992 — 1994
MBA
Queen's University, School of Business 2015 - Present
NEI Investments 2010 - 2014
RBC Asset Management 2006 - 2009
Financial Services 2005 - 2006
Cartier Partners Financial Group 2002 - 2004
Marketing Solutions 1996 - 2002
Education
Queen's University
Hon B Comm