RBC Dominion Securities
Industry: Company
DescriptionFounded: 1987 Parent organization: RBC Dominion Securities Subsidiaries: RBC Alternative Assets, Inc.,
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RBC Dominion Securities Employees
Employee
Years
Job
Industry
Petar Katavic Petar Katavic's RBC Dominion Securities Experience July 2011 - September 2011
Job Accountant
Industry Accounting
Experience
Smythe Ratcliffe LLP September 2012 - May 2015
The Coca-Cola Company August 2011 - October 2011
RBC Dominion Securities July 2011 - September 2011
Edgewater Casino October 2007 - March 2009
Edgewater Casino October 2005 - October 2007
Princess Cruises March 2004 - October 2004
Casino Mulino October 2000 - March 2004
Croatian Military April 2000 - October 2000
DVD "Smile" October 1998 - October 2000
Skills
Excel, Mathematics, Analytics
Education
CASB 2012 — 2014
Accounting
BCIT 2011 — 2012
BBA, Business Administration
British Columbia Institute of Technology 2009 — 2011
Diploma, Financial Management - Tax option
Smythe Ratcliffe LLP September 2012 - May 2015
The Coca-Cola Company August 2011 - October 2011
RBC Dominion Securities July 2011 - September 2011
Edgewater Casino October 2007 - March 2009
Edgewater Casino October 2005 - October 2007
Princess Cruises March 2004 - October 2004
Casino Mulino October 2000 - March 2004
Croatian Military April 2000 - October 2000
DVD "Smile" October 1998 - October 2000
Skills
Excel, Mathematics, Analytics
Education
CASB 2012 — 2014
Accounting
BCIT 2011 — 2012
BBA, Business Administration
British Columbia Institute of Technology 2009 — 2011
Diploma, Financial Management - Tax option
Jenna Cook, BBA, CFP Jenna Cook, BBA, CFP's RBC Dominion Securities Experience March 2009 - Present
Job Associate & Financial Planner at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities March 2009 - Present
ScotiaMcLeod July 2006 - February 2009
Skills
Retirement Planning, Wealth Management, Investment Advisory, Investment Management, Investment Strategies, Certified Financial..., Wealth Management..., Asset Allocation, High Net Worth..., Mutual Funds, Financial Planners, Estate Planning, Financial Advisory
Education
British Columbia Institute of Technology / BCIT
Bachelor of Business Administration (BBA), with Distinction
British Columbia Institute of Technology / BCIT
Financial Management Diploma, Honours
The University of British Columbia
General Science Studies
Seaquam
RBC Dominion Securities March 2009 - Present
ScotiaMcLeod July 2006 - February 2009
Skills
Retirement Planning, Wealth Management, Investment Advisory, Investment Management, Investment Strategies, Certified Financial..., Wealth Management..., Asset Allocation, High Net Worth..., Mutual Funds, Financial Planners, Estate Planning, Financial Advisory
Education
British Columbia Institute of Technology / BCIT
Bachelor of Business Administration (BBA), with Distinction
British Columbia Institute of Technology / BCIT
Financial Management Diploma, Honours
The University of British Columbia
General Science Studies
Seaquam
Joe Dillon Joe Dillon's RBC Dominion Securities Experience February 1981 - April 2000
Job Private Investor
Industry Financial Services
Experience
Joe Dillon December 2008 - Present
Agri-Neo 2013 - Present
Revision Military 2001 - Present
CIBC Wood Gundy September 2001 - December 2008
RBC Dominion Securities February 1981 - April 2000
Richardson Securities February 1979 - February 1981
Skills
Investments, Wealth Management, Investment Strategies, Investment Advisory, Securities, Mutual Funds, Retirement, Retirement Planning, Portfolio Management, Equities, Financial Advisory, Asset Management, Financial Planners, Risk Management, Financial Services, Investment Management, Strategic Financial..., Capital Markets, Wealth, Asset Allocation, Fixed Income, Alternative Investments, Bonds, Options, ETFs, Hedge Funds, Sales Management, Sales, Financial Planning
Education
Simon Fraser University 1976 — 1978
Bachelor of Arts (B.A.), Criminology
CEGEP - John Abbott College 1972 — 1974
DEC, Social Science
Joe Dillon December 2008 - Present
Agri-Neo 2013 - Present
Revision Military 2001 - Present
CIBC Wood Gundy September 2001 - December 2008
RBC Dominion Securities February 1981 - April 2000
Richardson Securities February 1979 - February 1981
Skills
Investments, Wealth Management, Investment Strategies, Investment Advisory, Securities, Mutual Funds, Retirement, Retirement Planning, Portfolio Management, Equities, Financial Advisory, Asset Management, Financial Planners, Risk Management, Financial Services, Investment Management, Strategic Financial..., Capital Markets, Wealth, Asset Allocation, Fixed Income, Alternative Investments, Bonds, Options, ETFs, Hedge Funds, Sales Management, Sales, Financial Planning
Education
Simon Fraser University 1976 — 1978
Bachelor of Arts (B.A.), Criminology
CEGEP - John Abbott College 1972 — 1974
DEC, Social Science
Sergiu Luchian Sergiu Luchian's RBC Dominion Securities Experience July 2014 - Present
Job Associate at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities July 2014 - Present
RBC October 2012 - July 2014
Tim Hortons September 2009 - August 2010
Data Network Communications April 2006 - July 2009
Solutii IT September 2003 - March 2006
Skills
Customer Service, Teamwork, Customer Relations, Data Entry, Problem Solving, Administration, Canadian Securities..., Banking, Investments, Loans, Finance
Education
Fanshawe College 2010 — 2012
College Diploma, Financial Planning
2007 — 2008
BA, Economics
University of Oradea 1999 — 2003
Economics
RBC Dominion Securities July 2014 - Present
RBC October 2012 - July 2014
Tim Hortons September 2009 - August 2010
Data Network Communications April 2006 - July 2009
Solutii IT September 2003 - March 2006
Skills
Customer Service, Teamwork, Customer Relations, Data Entry, Problem Solving, Administration, Canadian Securities..., Banking, Investments, Loans, Finance
Education
Fanshawe College 2010 — 2012
College Diploma, Financial Planning
2007 — 2008
BA, Economics
University of Oradea 1999 — 2003
Economics
Nancy Dale Nancy Dale's RBC Dominion Securities Experience September 1994 - May 2007
Job Founder, Ripple Result
Industry Architecture & Planning
Experience
Ripple Result August 2014 - Present
Curex Group Holdings, LLC July 2007 - June 2014
RBC Dominion Securities September 1994 - May 2007
Financial Strategies September 1994 - May 2005
Skills
Risk Management, Equities, Capital Markets, Portfolio Management, Asset Allocation, Investments, Fixed Income, Trading Systems, FX Options, Management, Financial Services
Education
Academy of Art University
Interior Architecture and Design
Ripple Result August 2014 - Present
Curex Group Holdings, LLC July 2007 - June 2014
RBC Dominion Securities September 1994 - May 2007
Financial Strategies September 1994 - May 2005
Skills
Risk Management, Equities, Capital Markets, Portfolio Management, Asset Allocation, Investments, Fixed Income, Trading Systems, FX Options, Management, Financial Services
Education
Academy of Art University
Interior Architecture and Design
Thomas Wujtow, B. Comm. Pl. Fin. Thomas Wujtow, B. Comm. Pl. Fin.'s RBC Dominion Securities Experience September 2015 - Present
Job Financial Planning Analyst RBC Wealth Management
Industry Banking
Experience
RBC Dominion Securities September 2015 - Present
Caisse Desjardins - Notre-Dame-de-Grâce - Vaudreuil-Dorion December 2013 - September 2015
Caisse Desjardins Notre-dame-de-Grâce February 2013 - December 2013
Desjardins Financial Security November 2010 - March 2013
Freedom 55 Financial March 2010 - November 2010
New Roots Herbal April 2008 - March 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Critical Illness, Disability Insurance, Mutual Funds, Strategic Financial..., Team Leadership, Retirement Planning, Life Insurance, Fixed Annuities, Wealth Management, RRSP, TFSA, Retirement Savings, Group Benefit Plans, Permanent Life Insurance, Group Insurance, Wealth Accumulation, Term Life Insurance, Retirement, Financial Planning
Education
IQPF - Institut Québécois de Planification Financière 2013 — 2013
Planification financière - Financial planning
Concordia University 2005 — 2009
Bachelor of Commerce (B.Comm.), Management, minor finance
John Abbott College 2002 — 2004
D.E.C., Social Sciences
RBC Dominion Securities September 2015 - Present
Caisse Desjardins - Notre-Dame-de-Grâce - Vaudreuil-Dorion December 2013 - September 2015
Caisse Desjardins Notre-dame-de-Grâce February 2013 - December 2013
Desjardins Financial Security November 2010 - March 2013
Freedom 55 Financial March 2010 - November 2010
New Roots Herbal April 2008 - March 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Critical Illness, Disability Insurance, Mutual Funds, Strategic Financial..., Team Leadership, Retirement Planning, Life Insurance, Fixed Annuities, Wealth Management, RRSP, TFSA, Retirement Savings, Group Benefit Plans, Permanent Life Insurance, Group Insurance, Wealth Accumulation, Term Life Insurance, Retirement, Financial Planning
Education
IQPF - Institut Québécois de Planification Financière 2013 — 2013
Planification financière - Financial planning
Concordia University 2005 — 2009
Bachelor of Commerce (B.Comm.), Management, minor finance
John Abbott College 2002 — 2004
D.E.C., Social Sciences
Charles E. Martin, CFA Charles E. Martin, CFA's RBC Dominion Securities Experience November 2000 - May 2009
Job Vice President and Portfolio Manager at TD Wealth Private Investment Advice
Industry Investment Management
Experience
TD Wealth May 2009 - Present
RBC Dominion Securities November 2000 - May 2009
BMO Nesbitt Burns November 1993 - October 2000
Skills
Asset Allocation, Equities, Fixed Income, Wealth Management, Economics, Presentations, Portfolio Management, Equity Valuation, Retirement Planning, Financial Risk, Investments, Investment Advisory, Investment Strategies, Wealth
Education
CFA Institute 1998 — 2000
CFA
Concordia University 1988 — 1993
Bachelor of Commerce, Major Finance, Minor Management
John Abbott College 1985 — 1987
DEC, Commerce, Psychology
John XXIII / Dorval High 1980 — 1985
TD Wealth May 2009 - Present
RBC Dominion Securities November 2000 - May 2009
BMO Nesbitt Burns November 1993 - October 2000
Skills
Asset Allocation, Equities, Fixed Income, Wealth Management, Economics, Presentations, Portfolio Management, Equity Valuation, Retirement Planning, Financial Risk, Investments, Investment Advisory, Investment Strategies, Wealth
Education
CFA Institute 1998 — 2000
CFA
Concordia University 1988 — 1993
Bachelor of Commerce, Major Finance, Minor Management
John Abbott College 1985 — 1987
DEC, Commerce, Psychology
John XXIII / Dorval High 1980 — 1985
Ryan Tyson Ryan Tyson's RBC Dominion Securities Experience April 2015 - Present
Job Associate at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities April 2015 - Present
RBC September 2013 - April 2015
University of Cincinnati Economics Center September 2012 - June 2013
Greater Vancouver Community Credit Union July 2010 - July 2011
Greater Vancouver Community Credit Union September 2009 - July 2010
Skills
Financial Analysis, Data Analysis, Economics, Finance, Time Management, Sales, Credit, Event Planning, Credit Cards, Public Speaking
Education
Capilano University 2004 — 2008
Bachelor of Music - Jazz Studies
RBC Dominion Securities April 2015 - Present
RBC September 2013 - April 2015
University of Cincinnati Economics Center September 2012 - June 2013
Greater Vancouver Community Credit Union July 2010 - July 2011
Greater Vancouver Community Credit Union September 2009 - July 2010
Skills
Financial Analysis, Data Analysis, Economics, Finance, Time Management, Sales, Credit, Event Planning, Credit Cards, Public Speaking
Education
Capilano University 2004 — 2008
Bachelor of Music - Jazz Studies
Shelley Jia, CIM, FCSI,CIWM Shelley Jia, CIM, FCSI,CIWM's RBC Dominion Securities Experience January 2003 - March 2006
Job Senior Wealth Advisor
Industry Investment Management
Experience
ScotiaMcleod 2006 - Present
RBC Dominion Securities January 2003 - March 2006
Skills
Investments, Estate Planning, Retirement Planning, Portfolio Management, Insurance planning, family trust advice, Personal Investment...
Education
Harbin University of Commerce 1982 — 1989
Master in Business, Business Management
ScotiaMcleod 2006 - Present
RBC Dominion Securities January 2003 - March 2006
Skills
Investments, Estate Planning, Retirement Planning, Portfolio Management, Insurance planning, family trust advice, Personal Investment...
Education
Harbin University of Commerce 1982 — 1989
Master in Business, Business Management
Nicole Jardine Nicole Jardine's RBC Dominion Securities Experience June 2000 - May 2005
Job Sales Representative at Tartan Homes
Industry Real Estate
Experience
Tartan Homes October 2014 - Present
Tartan Homes February 2014 - Present
Fill Yer Boot Dessert & Coffee Shoppe September 2011 - March 2013
ScotiaMcLeod September 2006 - July 2009
RBC Dominion Securities June 2000 - May 2005
RBC Dominion Securities June 1994 - June 2000
Skills
Event Planning, Event Management, Corporate Events, Fundraising, Employee Training, Train the Trainer..., Community Development, Team Leadership, Team Building, Team Management, Community Service, Project Planning, Strategic Partnerships, Sales Process, Sales Presentations, Public Speaking
Education
Gloucester High School 1985 — 1990
Carleton University
Tartan Homes October 2014 - Present
Tartan Homes February 2014 - Present
Fill Yer Boot Dessert & Coffee Shoppe September 2011 - March 2013
ScotiaMcLeod September 2006 - July 2009
RBC Dominion Securities June 2000 - May 2005
RBC Dominion Securities June 1994 - June 2000
Skills
Event Planning, Event Management, Corporate Events, Fundraising, Employee Training, Train the Trainer..., Community Development, Team Leadership, Team Building, Team Management, Community Service, Project Planning, Strategic Partnerships, Sales Process, Sales Presentations, Public Speaking
Education
Gloucester High School 1985 — 1990
Carleton University
Susan Yao-Arkilander, CFP, MBA Susan Yao-Arkilander, CFP, MBA's RBC Dominion Securities Experience January 2008 - November 2014
Job You may need a Financial and Estate Reviews in addition to your Investment Reviews
Industry Investment Management
Experience
TD Wealth Management December 2014 - Present
RBC Dominion Securities January 2008 - November 2014
CIBC Wealth Management February 1994 - December 2007
CityTrust Banking Corporation, a Citibank's affiliate September 1986 - September 1990
Citytrust Banking Corporation, a Citibank's affiliate June 1985 - May 1986
Skills
Wealth Management, High Net Worth..., Investments, Retirement, Investment Strategies, Asset Managment, Financial Advisory, Securities, Wealth, Asset Management, Financial Services, Pensions, Insurance, Finance, Management, Personal Financial..., Risk Management, Private Banking, Certified Financial..., Small Business, Relationship Management, Critical Illness, Personal Finance, Financial Modeling, Capital Markets, ETFs, Investment Policy
Education
Asian Institute of Management 1983 — 1985
MBA, Master in Business Management
TD Wealth Management December 2014 - Present
RBC Dominion Securities January 2008 - November 2014
CIBC Wealth Management February 1994 - December 2007
CityTrust Banking Corporation, a Citibank's affiliate September 1986 - September 1990
Citytrust Banking Corporation, a Citibank's affiliate June 1985 - May 1986
Skills
Wealth Management, High Net Worth..., Investments, Retirement, Investment Strategies, Asset Managment, Financial Advisory, Securities, Wealth, Asset Management, Financial Services, Pensions, Insurance, Finance, Management, Personal Financial..., Risk Management, Private Banking, Certified Financial..., Small Business, Relationship Management, Critical Illness, Personal Finance, Financial Modeling, Capital Markets, ETFs, Investment Policy
Education
Asian Institute of Management 1983 — 1985
MBA, Master in Business Management
Jennifer Spallin CIM CFP Jennifer Spallin CIM CFP's RBC Dominion Securities Experience September 2000 - June 2005
Job Senior Wealth Manager for Physicians and their families, MD Financial Management
Industry Investment Management
Experience
MD Financial Management Gestion financière MD November 2011 - Present
Queensway Carleton Hospital Foundation June 2015 - Present
The DIVA Foundation October 2010 - October 2012
Richardson GMP Limited January 2009 - May 2011
Canaccord Capital June 2005 - January 2009
RBC Dominion Securities September 2000 - June 2005
Metro Plymouth Chrylser Ltd 1995 - 1997
Michael Davies Plymouth Chrysler 1993 - 1996
Skills
Wealth Management, Estate Planning, Tax, Investments, Retirement Planning, Asset Management, Mutual Funds, Leadership, Marketing Strategy, Investment Strategies, Public Speaking, Coaching, Integrated Marketing, Mentoring, Strategic Financial..., Portfolio Management, Financial Planners, Financial Analysis, Entrepreneurship, CRM, Finance, Strategic Planning, Financial Advisory, Business Planning, Team Leadership, Financial Services, Budgets, Time Management, Business Analysis, Retirement, Business Development, Business Strategy, Asset Managment, Investment Advisory, Wealth, High Net Worth..., Asset Allocation, Risk Management, Securities, Insurance, Financial Planning
Education
Algonquin College of Applied Arts and Technology
MD Financial Management Gestion financière MD November 2011 - Present
Queensway Carleton Hospital Foundation June 2015 - Present
The DIVA Foundation October 2010 - October 2012
Richardson GMP Limited January 2009 - May 2011
Canaccord Capital June 2005 - January 2009
RBC Dominion Securities September 2000 - June 2005
Metro Plymouth Chrylser Ltd 1995 - 1997
Michael Davies Plymouth Chrysler 1993 - 1996
Skills
Wealth Management, Estate Planning, Tax, Investments, Retirement Planning, Asset Management, Mutual Funds, Leadership, Marketing Strategy, Investment Strategies, Public Speaking, Coaching, Integrated Marketing, Mentoring, Strategic Financial..., Portfolio Management, Financial Planners, Financial Analysis, Entrepreneurship, CRM, Finance, Strategic Planning, Financial Advisory, Business Planning, Team Leadership, Financial Services, Budgets, Time Management, Business Analysis, Retirement, Business Development, Business Strategy, Asset Managment, Investment Advisory, Wealth, High Net Worth..., Asset Allocation, Risk Management, Securities, Insurance, Financial Planning
Education
Algonquin College of Applied Arts and Technology
Richard Benn, CFA Richard Benn, CFA's RBC Dominion Securities Experience September 2013 - Present
Job Senior Associate Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities September 2013 - Present
Industrial Alliance Securities March 2010 - September 2013
Peter Watson Investments November 2002 - March 2010
Skills
Chartered Finanical..., Certified Financial..., Investment Advisory, Retirement Planning, Estate Planning, Financial Market..., Wealth Management, Investments, Retirement, Investment Strategies, Asset Allocation, Financial Advisory, Mutual Funds, Investment Management
Education
Carleton University 1988 — 1992
Bachelor of Arts (BA), Economics
RBC Dominion Securities September 2013 - Present
Industrial Alliance Securities March 2010 - September 2013
Peter Watson Investments November 2002 - March 2010
Skills
Chartered Finanical..., Certified Financial..., Investment Advisory, Retirement Planning, Estate Planning, Financial Market..., Wealth Management, Investments, Retirement, Investment Strategies, Asset Allocation, Financial Advisory, Mutual Funds, Investment Management
Education
Carleton University 1988 — 1992
Bachelor of Arts (BA), Economics
Rob Becker, CFA's RBC Dominion Securities Experience January 2010 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities January 2010 - Present
HBOS Canada January 2008 - October 2009
BMO Capital Markets January 2006 - December 2007
MBNA Canada Bank 2002 - 2004
Skills
Financial Modeling, Financial Analysis, Valuation, Banking, Portfolio Management, Investments
Education
Carleton University 1998 — 2002
BIB, International Business
Bell HS 1994 — 1998
RBC Dominion Securities January 2010 - Present
HBOS Canada January 2008 - October 2009
BMO Capital Markets January 2006 - December 2007
MBNA Canada Bank 2002 - 2004
Skills
Financial Modeling, Financial Analysis, Valuation, Banking, Portfolio Management, Investments
Education
Carleton University 1998 — 2002
BIB, International Business
Bell HS 1994 — 1998
Jason Bullock, CFP®'s RBC Dominion Securities Experience September 2011 - November 2013
Job Securities Planning Specialist at Investors Group (IGSI) Member, Canadian Investor Protection Fund
Industry Investment Management
Experience
Investors Group July 2015 - Present
Algonquin College May 2009 - Present
Wever Financial January 2015 - July 2015
RBC Dominion Securities September 2011 - November 2013
MD Management Ltd. September 2006 - September 2011
Skills
Wealth Management, Investment Advisory, Investment Strategies, Strategic Financial..., Retirement Planning, Investments, Mutual Funds, Financial Planners, Estate Planning, Asset Allocation, Financial Advisory, Portfolio Management, Investment Management, Asset Management, Retirement, Financial Planning
Education
Algonquin College of Applied Arts and Technology 2003 — 2005
Finance with Honors, Business
Cedarview
Investors Group July 2015 - Present
Algonquin College May 2009 - Present
Wever Financial January 2015 - July 2015
RBC Dominion Securities September 2011 - November 2013
MD Management Ltd. September 2006 - September 2011
Skills
Wealth Management, Investment Advisory, Investment Strategies, Strategic Financial..., Retirement Planning, Investments, Mutual Funds, Financial Planners, Estate Planning, Asset Allocation, Financial Advisory, Portfolio Management, Investment Management, Asset Management, Retirement, Financial Planning
Education
Algonquin College of Applied Arts and Technology 2003 — 2005
Finance with Honors, Business
Cedarview
Yi (Elaine) Zhang Yi (Elaine) Zhang's RBC Dominion Securities Experience January 2015 - Present
Job MBA Graduate
Industry Financial Services
Experience
RBC Dominion Securities January 2015 - Present
Ricoh Canada Inc. May 2014 - September 2014
Meritigroup Foreign Exchange Star. September 2013 - December 2013
Alam and Rasul, CMAs January 2013 - April 2013
RBC Wealth Management March 2012 - June 2012
Global Education And Technologies Co., Ltd, Beijing September 2009 - July 2010
University Youth Volunteers Association September 2008 - September 2009
Skills
Microsoft Excel, Financial Analysis, Marketing, Customer Service, Financial Accounting, QuickBooks, Profiles, Personal Financial..., Security Analysis, Fixed Income Analysis, Foreign Exchange, Tax Returns, Canadian Securities..., CSC and CPH course and...
Education
McMaster University 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Beijing International Studies University 2008 — 2012
Bachelor of Management, Hotel Management
RBC Dominion Securities January 2015 - Present
Ricoh Canada Inc. May 2014 - September 2014
Meritigroup Foreign Exchange Star. September 2013 - December 2013
Alam and Rasul, CMAs January 2013 - April 2013
RBC Wealth Management March 2012 - June 2012
Global Education And Technologies Co., Ltd, Beijing September 2009 - July 2010
University Youth Volunteers Association September 2008 - September 2009
Skills
Microsoft Excel, Financial Analysis, Marketing, Customer Service, Financial Accounting, QuickBooks, Profiles, Personal Financial..., Security Analysis, Fixed Income Analysis, Foreign Exchange, Tax Returns, Canadian Securities..., CSC and CPH course and...
Education
McMaster University 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Beijing International Studies University 2008 — 2012
Bachelor of Management, Hotel Management
Ravi Gopisetty Ravi Gopisetty's RBC Dominion Securities Experience 2005 - Present
Job Wealth Advisor & Portfolio Manager at RBC Wealth Management
Industry Investment Management
Experience
RBC Dominion Securities 2005 - Present
CIBC Wealth Management 1996 - 2005
Skills
Finance, Financial Advisory, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Wealth Management, High Net Worth..., Insurance, Financial Services, Financial Planning, Investment Advisory, Asset Allocation, Equities, Asset Management, Retirement Planning
Education
Carleton University 1989 — 1995
Bachelor of Commerce (Honours), Finance and Economics
RBC Dominion Securities 2005 - Present
CIBC Wealth Management 1996 - 2005
Skills
Finance, Financial Advisory, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Wealth Management, High Net Worth..., Insurance, Financial Services, Financial Planning, Investment Advisory, Asset Allocation, Equities, Asset Management, Retirement Planning
Education
Carleton University 1989 — 1995
Bachelor of Commerce (Honours), Finance and Economics
Patty Arsenault, CIM Patty Arsenault, CIM's RBC Dominion Securities Experience September 2014 - Present
Job Associate Advisor
Industry Investment Management
Experience
RBC Dominion Securities September 2014 - Present
MGI Securities January 2009 - August 2014
MGI Securities August 2008 - January 2009
Trapeze Asset Management Inc. 2002 - 2008
Skills
Investments, Mutual Funds, Trade Execution, Client Services, Securities, Equities, Wealth Management, Capital Markets, Investment Strategies, Asset Managment, Portfolio Management, Financial Services, Fixed Income, Asset Allocation, Investment Management, Trading, Asset Management, Investment Advisory
Education
George Brown College 2000 — 2001
Investment Sales Assistant
Algonquin College of Applied Arts and Technology 1997 — 2000
Business Administration
RBC Dominion Securities September 2014 - Present
MGI Securities January 2009 - August 2014
MGI Securities August 2008 - January 2009
Trapeze Asset Management Inc. 2002 - 2008
Skills
Investments, Mutual Funds, Trade Execution, Client Services, Securities, Equities, Wealth Management, Capital Markets, Investment Strategies, Asset Managment, Portfolio Management, Financial Services, Fixed Income, Asset Allocation, Investment Management, Trading, Asset Management, Investment Advisory
Education
George Brown College 2000 — 2001
Investment Sales Assistant
Algonquin College of Applied Arts and Technology 1997 — 2000
Business Administration
Steve Losty Steve Losty's RBC Dominion Securities Experience 1996 - 1998
Job Senior Finance Professional, M&A Specialist, Investment Banker
Industry Investment Banking
Experience
CIBC World Markets Inc. 2009 - 2013
CIBC World Markets Inc. 2005 - 2009
Dresdner Kleinwort Wasserstein 2001 - 2005
Wasserstein Perella 1999 - 2001
Schroders 1998 - 1999
RBC Dominion Securities 1996 - 1998
Skills
Mergers & Acquisitions, Capital Markets, Valuation, Investment Banking, Corporate Finance, Equities, Private Equity, Financial Modeling, Corporate Development, Investments, Management, Financial Advisory, Securities, Finance, Due Diligence
Education
Bishop's University 1992 — 1996
Bachelor of Business Administration, Honours, Finance (Major), Economics (Minor)
CIBC World Markets Inc. 2009 - 2013
CIBC World Markets Inc. 2005 - 2009
Dresdner Kleinwort Wasserstein 2001 - 2005
Wasserstein Perella 1999 - 2001
Schroders 1998 - 1999
RBC Dominion Securities 1996 - 1998
Skills
Mergers & Acquisitions, Capital Markets, Valuation, Investment Banking, Corporate Finance, Equities, Private Equity, Financial Modeling, Corporate Development, Investments, Management, Financial Advisory, Securities, Finance, Due Diligence
Education
Bishop's University 1992 — 1996
Bachelor of Business Administration, Honours, Finance (Major), Economics (Minor)
Jennifer Rowan's RBC Dominion Securities Experience April 1997 - August 1997
Job Electronic Brokerage ServicesTrader at TD Direct Investing Inc
Industry Investment Management
Experience
TD Direct Investing Inc August 2011 - August 2015
TD Direct Investing Inc. December 2007 - August 2011
TD Direct Investing Inc November 1998 - December 2007
CIBC Wood Gundy September 1997 - September 1998
RBC Dominion Securities April 1997 - August 1997
Skills
Mutual Funds, Trading, Wealth Management, Securities, Options, Equities, Fixed Income, Banking, Investments, Portfolio Management, Public Speaking, Business Development, Bonds, Investment Strategies, Credit, CRM, Relationship Management, Risk Management, Business Growth, Client Relationship..., Team Leadership, Twitter, HootSuite, Instagram, Social Media
Education
Carleton University 1991 — 1995
Bachelor of Arts, Sociology
TD Direct Investing Inc August 2011 - August 2015
TD Direct Investing Inc. December 2007 - August 2011
TD Direct Investing Inc November 1998 - December 2007
CIBC Wood Gundy September 1997 - September 1998
RBC Dominion Securities April 1997 - August 1997
Skills
Mutual Funds, Trading, Wealth Management, Securities, Options, Equities, Fixed Income, Banking, Investments, Portfolio Management, Public Speaking, Business Development, Bonds, Investment Strategies, Credit, CRM, Relationship Management, Risk Management, Business Growth, Client Relationship..., Team Leadership, Twitter, HootSuite, Instagram, Social Media
Education
Carleton University 1991 — 1995
Bachelor of Arts, Sociology
David Fotheringham, CFA, CFP David Fotheringham, CFA, CFP's RBC Dominion Securities Experience May 2013 - Present
Job Associate Advisor & Financial Planner at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities May 2013 - Present
RBC Royal Bank January 2012 - May 2013
RBC Dominion Securities June 2007 - December 2011
Skills
Certified Financial..., Retirement, Canadian Securities..., Wealth Management, Investment Strategies, Investment Advisory, Mutual Funds, Asset Allocation, Investments, Investment Management, Retirement Planning, Portfolio Management, Wealth Management..., Strategic Financial..., Financial Advisory, ETFs, Asset Management, Wealth, High Net Worth..., Securities, Financial Planning
Education
British Columbia Institute of Technology / BCIT
Simon Fraser University
RBC Dominion Securities May 2013 - Present
RBC Royal Bank January 2012 - May 2013
RBC Dominion Securities June 2007 - December 2011
Skills
Certified Financial..., Retirement, Canadian Securities..., Wealth Management, Investment Strategies, Investment Advisory, Mutual Funds, Asset Allocation, Investments, Investment Management, Retirement Planning, Portfolio Management, Wealth Management..., Strategic Financial..., Financial Advisory, ETFs, Asset Management, Wealth, High Net Worth..., Securities, Financial Planning
Education
British Columbia Institute of Technology / BCIT
Simon Fraser University
Ciprian Preda Ciprian Preda's RBC Dominion Securities Experience July 2010 - August 2010
Job Analyst, Investor Solutions, Global Equity Derivatives at Scotiabank Global Banking and Markets
Industry Capital Markets
Experience
Scotiabank Global Banking and Markets February 2015 - Present
Scotiabank Global Banking and Markets August 2013 - February 2015
Scotiabank Global Banking and Markets April 2012 - September 2012
RBC Dominion Securities July 2010 - August 2010
Skills
Derivatives, Bloomberg, Equities, Financial Modeling, Trading, Capital Markets, Corporate Finance, Microsoft Office, Financial Analysis, Teamwork
Education
University of Manchester - Manchester Business School
Exchange Semester
York University - Schulich School of Business 2009 — 2013
Bachelor of Business Administration, Finance
Weston Collegiate Institute 2005 — 2009
International Baccalaureate Program
Scotiabank Global Banking and Markets February 2015 - Present
Scotiabank Global Banking and Markets August 2013 - February 2015
Scotiabank Global Banking and Markets April 2012 - September 2012
RBC Dominion Securities July 2010 - August 2010
Skills
Derivatives, Bloomberg, Equities, Financial Modeling, Trading, Capital Markets, Corporate Finance, Microsoft Office, Financial Analysis, Teamwork
Education
University of Manchester - Manchester Business School
Exchange Semester
York University - Schulich School of Business 2009 — 2013
Bachelor of Business Administration, Finance
Weston Collegiate Institute 2005 — 2009
International Baccalaureate Program
Elle Ford's RBC Dominion Securities Experience March 2011 - July 2012
Job District Manager at Arbonne International
Industry Health, Wellness and Fitness
Experience
Arbonne International Canada July 2014 - Present
RBC Wealth Management Financial Services July 2012 - September 2014
RBC Dominion Securities March 2011 - July 2012
Manulife Financial April 2007 - March 2011
Rogers Communications April 2006 - April 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, Time Management, Call Centers, Energetic team player, Insurance, Teamwork, Outlook, Microsoft Word
Education
Humber College 2004 — 2006
Fashion Marketing, Fashion Merchandising
Brock University
Arbonne International Canada July 2014 - Present
RBC Wealth Management Financial Services July 2012 - September 2014
RBC Dominion Securities March 2011 - July 2012
Manulife Financial April 2007 - March 2011
Rogers Communications April 2006 - April 2007
Skills
Customer Service, Microsoft Office, Microsoft Excel, Time Management, Call Centers, Energetic team player, Insurance, Teamwork, Outlook, Microsoft Word
Education
Humber College 2004 — 2006
Fashion Marketing, Fashion Merchandising
Brock University
Jessica Herlihey Jessica Herlihey's RBC Dominion Securities Experience September 2010 - Present
Job Associate at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities September 2010 - Present
Beaver Valley Stone Limited 2003 - 2007
Skills
Investments, New Business Development, Asset Management, Wealth Management, Equities, Investment Strategies, Financial Modeling
Education
Bishop's University
Bachelor of Commerce (BCom)
Humber College
Bachelor of Business Administration (B.B.A.)
RBC Dominion Securities September 2010 - Present
Beaver Valley Stone Limited 2003 - 2007
Skills
Investments, New Business Development, Asset Management, Wealth Management, Equities, Investment Strategies, Financial Modeling
Education
Bishop's University
Bachelor of Commerce (BCom)
Humber College
Bachelor of Business Administration (B.B.A.)
Brian Neale Brian Neale's RBC Dominion Securities Experience May 1983 - Present
Job V.P. Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities May 1983 - Present
Skills
Investment Strategies, Asset Allocation, Wealth Management, Investment Advisory, Mutual Funds, Asset Management, Investment Management, Retirement Planning, Strategic Financial..., Financial Analysis, Estate Planning, Financial Reporting, Managerial Finance
Education
Brock University 1979 — 1983
BA, Economics
RBC Dominion Securities May 1983 - Present
Skills
Investment Strategies, Asset Allocation, Wealth Management, Investment Advisory, Mutual Funds, Asset Management, Investment Management, Retirement Planning, Strategic Financial..., Financial Analysis, Estate Planning, Financial Reporting, Managerial Finance
Education
Brock University 1979 — 1983
BA, Economics
William Poloni William Poloni's RBC Dominion Securities Experience February 2012 - July 2013
Job ScotiaMcLeod
Industry Banking
Experience
ScotiaMcLeod July 2013 - October 2013
RBC Dominion Securities February 2012 - July 2013
Mellohawk Logistics Inc August 2011 - August 2011
Brazilian Federal Government March 2011 - March 2011
Banco Safra S/A July 2007 - January 2009
Finasa Promotora de Vendas LTDA August 2005 - June 2007
UNORP - University Of Northern Sao Paulo February 2004 - June 2005
Skills
Credit, Negotiation, Leadership, Banking, Risk Management, Management, Trading, Accounting, Finance, Microsoft Excel, Portfolio Management, Marketing Strategy, Sales
Education
Centennial College 2011 — 2011
Postgraduate, International Business Management
ANBIMA 2010 — 2010
CPA10, Bank certificate
TBC Gradual Investment 2010 — 2010
Course, Stock Exchange Course
UNORP - Universidade de São José do Rio Preto 2004 — 2008
Bachelor, Law
George Brown College
International Banking and Finance, International Economic
ScotiaMcLeod July 2013 - October 2013
RBC Dominion Securities February 2012 - July 2013
Mellohawk Logistics Inc August 2011 - August 2011
Brazilian Federal Government March 2011 - March 2011
Banco Safra S/A July 2007 - January 2009
Finasa Promotora de Vendas LTDA August 2005 - June 2007
UNORP - University Of Northern Sao Paulo February 2004 - June 2005
Skills
Credit, Negotiation, Leadership, Banking, Risk Management, Management, Trading, Accounting, Finance, Microsoft Excel, Portfolio Management, Marketing Strategy, Sales
Education
Centennial College 2011 — 2011
Postgraduate, International Business Management
ANBIMA 2010 — 2010
CPA10, Bank certificate
TBC Gradual Investment 2010 — 2010
Course, Stock Exchange Course
UNORP - Universidade de São José do Rio Preto 2004 — 2008
Bachelor, Law
George Brown College
International Banking and Finance, International Economic
Christina Clement Christina Clement's RBC Dominion Securities Experience May 2013 - June 2014
Job VP, Head of Practice Managment at BMO Nesbitt Burns Leaders in Service, Ideas, Innovation and Growth
Industry Financial Services
Experience
BMO Nesbitt Burns June 2014 - Present
RBC Dominion Securities May 2013 - June 2014
RBC Dominion Securities May 2009 - May 2013
RBC Dominion Securities October 2007 - April 2011
RBC Dominion Securities May 2005 - October 2007
Investors Group 1998 - 2005
Education
Candian Securities Insitute 2013 — 2014
Both IA(RR) and Branch Manager Liscensed
Carleton University 1987 — 1991
Bachelor of Arts (B.A.), Psychology
Jarvis Collegiate 1984 — 1987
BMO Nesbitt Burns June 2014 - Present
RBC Dominion Securities May 2013 - June 2014
RBC Dominion Securities May 2009 - May 2013
RBC Dominion Securities October 2007 - April 2011
RBC Dominion Securities May 2005 - October 2007
Investors Group 1998 - 2005
Education
Candian Securities Insitute 2013 — 2014
Both IA(RR) and Branch Manager Liscensed
Carleton University 1987 — 1991
Bachelor of Arts (B.A.), Psychology
Jarvis Collegiate 1984 — 1987
Blair Middleton Blair Middleton's RBC Dominion Securities Experience March 1983 - September 1989
Job President at GlassLines: www.glasslines.ca
Industry Wholesale
Experience
GlassLines Inc. January 2008 - Present
Thomson Financial 2006 - 2008
TSX Datalinx April 2004 - November 2005
CanDeal.ca Inc. September 2001 - April 2004
Basis100 Inc February 2000 - September 2001
Algorithmics Inc January 1999 - January 2000
Investor's Press July 1998 - December 1998
Reuters 1994 - June 1998
Reuters Canada Limited September 1989 - March 1994
RBC Dominion Securities March 1983 - September 1989
Skills
Business Development, Product Management, Capital Markets, Contract Negotiation, Market Data, Risk Management, Product Marketing, Market Research, Management Consulting, Strategic Partnerships, Sales, Business Planning, Operations Management, Product Development, Strategy, Management, Analytics, New Business Development
Education
Bishop's University 1979 — 1981
BBA, Business - Accounting/Finance
GlassLines Inc. January 2008 - Present
Thomson Financial 2006 - 2008
TSX Datalinx April 2004 - November 2005
CanDeal.ca Inc. September 2001 - April 2004
Basis100 Inc February 2000 - September 2001
Algorithmics Inc January 1999 - January 2000
Investor's Press July 1998 - December 1998
Reuters 1994 - June 1998
Reuters Canada Limited September 1989 - March 1994
RBC Dominion Securities March 1983 - September 1989
Skills
Business Development, Product Management, Capital Markets, Contract Negotiation, Market Data, Risk Management, Product Marketing, Market Research, Management Consulting, Strategic Partnerships, Sales, Business Planning, Operations Management, Product Development, Strategy, Management, Analytics, New Business Development
Education
Bishop's University 1979 — 1981
BBA, Business - Accounting/Finance
James Murray CFP James Murray CFP's RBC Dominion Securities Experience February 2008 - January 2010
Job Wealth Management Consultant
Industry Investment Management
Experience
Merlin Best Practices - To help you simplify the complex world of Investing September 2001 - Present
National Bank of Canada February 2010 - January 2014
RBC Dominion Securities February 2008 - January 2010
Scotiabank & ScotiaMcLeod August 1990 - February 2008
Education
Université de Montréal - HEC Montréal
Bishop's University
Séminaire St-Charles
Merlin Best Practices - To help you simplify the complex world of Investing September 2001 - Present
National Bank of Canada February 2010 - January 2014
RBC Dominion Securities February 2008 - January 2010
Scotiabank & ScotiaMcLeod August 1990 - February 2008
Education
Université de Montréal - HEC Montréal
Bishop's University
Séminaire St-Charles
John Ng's RBC Dominion Securities Experience June 2012 - September 2012
Job Analyst at Scotiabank Global Banking and Markets
Industry Banking
Experience
Scotiabank Global Banking and Markets October 2014 - Present
Self employed January 2011 - April 2014
Foundation Markets May 2013 - August 2013
RBC Dominion Securities June 2012 - September 2012
Markham Chinese Free Methodist Church July 2007 - April 2012
RBC Dominion Securities July 2011 - September 2011
Foot Locker August 2010 - October 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Corporate Finance, Bloomberg, Research, Economics, Statistics, Leadership
Education
York University - Schulich School of Business 2010 — 2014
BBA, Finance and Economics, Cum GPA: 7.73/9
R.H King Academy 2007 — 2010
OSSD, 94%
Columbia University in the City of New York
Monetary Economics
Scotiabank Global Banking and Markets October 2014 - Present
Self employed January 2011 - April 2014
Foundation Markets May 2013 - August 2013
RBC Dominion Securities June 2012 - September 2012
Markham Chinese Free Methodist Church July 2007 - April 2012
RBC Dominion Securities July 2011 - September 2011
Foot Locker August 2010 - October 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Corporate Finance, Bloomberg, Research, Economics, Statistics, Leadership
Education
York University - Schulich School of Business 2010 — 2014
BBA, Finance and Economics, Cum GPA: 7.73/9
R.H King Academy 2007 — 2010
OSSD, 94%
Columbia University in the City of New York
Monetary Economics
Vitalii Tichkevitch's RBC Dominion Securities Experience June 2008 - August 2009
Job Owner at Vitz Reno
Industry Construction
Experience
Vitz Reno January 2014 - Present
One Call Reno September 2013 - January 2014
Bayden Build and Renovate September 2012 - September 2013
RBC Dominion Securities June 2008 - August 2009
Skills
Investments, Strategic Financial..., Mutual Funds, Portfolio Management, Wealth Management, Securities, Coaching, Finance, Financial Analysis, Construction, Direct Sales, Asset Managment, Equities, Retirement, Construction Management, Recruiting, System Administration, Estate Planning, Mergers, Construction Drawings, Renovation, Customer Service, Customer Relations, Customer Experience
Education
Canadian Securities Institute 2006 — 2010
CSC, Finance
British Columbia Institute of Technology / BCIT 2006 — 2008
Financial Managment, Finance
Vitz Reno January 2014 - Present
One Call Reno September 2013 - January 2014
Bayden Build and Renovate September 2012 - September 2013
RBC Dominion Securities June 2008 - August 2009
Skills
Investments, Strategic Financial..., Mutual Funds, Portfolio Management, Wealth Management, Securities, Coaching, Finance, Financial Analysis, Construction, Direct Sales, Asset Managment, Equities, Retirement, Construction Management, Recruiting, System Administration, Estate Planning, Mergers, Construction Drawings, Renovation, Customer Service, Customer Relations, Customer Experience
Education
Canadian Securities Institute 2006 — 2010
CSC, Finance
British Columbia Institute of Technology / BCIT 2006 — 2008
Financial Managment, Finance
James Saunderson James Saunderson's RBC Dominion Securities Experience December 2005 - Present
Job Associate Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities December 2005 - Present
Skills
Investment Advisory, Operational Efficiency, Financial Services, Interpersonal..., Strategic Financial..., Wealth Management, Asset Allocation, ETFs, Investment Strategies, Mutual Funds, Securities
Education
Bishop's University 1995 — 1999
Bachelor of Arts (B.A.), History
RBC Dominion Securities December 2005 - Present
Skills
Investment Advisory, Operational Efficiency, Financial Services, Interpersonal..., Strategic Financial..., Wealth Management, Asset Allocation, ETFs, Investment Strategies, Mutual Funds, Securities
Education
Bishop's University 1995 — 1999
Bachelor of Arts (B.A.), History
Mathew Hermary, CFA Mathew Hermary, CFA's RBC Dominion Securities Experience February 2008 - January 2013
Job Research Associate at QV Investors Inc.
Industry Investment Management
Experience
QV Investors Inc. February 2013 - Present
RBC Dominion Securities February 2008 - January 2013
TSX Venture Exchange September 2007 - February 2008
Education
The University of Calgary 2000 — 2005
Bachelor of Arts, International Relations
Harbin Normal University 2004 — 2004
Mandarin and Cultural Studies
Kaohsiung Normal University
Mandarin Studies
QV Investors Inc. February 2013 - Present
RBC Dominion Securities February 2008 - January 2013
TSX Venture Exchange September 2007 - February 2008
Education
The University of Calgary 2000 — 2005
Bachelor of Arts, International Relations
Harbin Normal University 2004 — 2004
Mandarin and Cultural Studies
Kaohsiung Normal University
Mandarin Studies
Tim Pritchard Tim Pritchard's RBC Dominion Securities Experience 1996 - 2008
Job Wealth Advisor Fortifying Wealth for Professional Partners and Entrepreneurs
Industry Financial Services
Experience
Richardson GMP Limited May 2008 - Present
RBC Dominion Securities 1996 - 2008
Skills
Wealth Management, Financial Planning, Tax, Alternative Investments, Estate Planning, Strategic Financial..., Family Trusts, Investments, Financial Advisory, High Net Worth..., Finance, Wealth, Mutual Funds, Equities, Asset Management, Investment Strategies, Portfolio Management, Securities, Financial Analysis, Investment Advisory
Education
Carleton University 1992 — 1996
Bachelor of Arts, Law
Canadian Securities Institute
Chartered Strategic Wealth Professional, Tax and Financial Planning
Richardson GMP Limited May 2008 - Present
RBC Dominion Securities 1996 - 2008
Skills
Wealth Management, Financial Planning, Tax, Alternative Investments, Estate Planning, Strategic Financial..., Family Trusts, Investments, Financial Advisory, High Net Worth..., Finance, Wealth, Mutual Funds, Equities, Asset Management, Investment Strategies, Portfolio Management, Securities, Financial Analysis, Investment Advisory
Education
Carleton University 1992 — 1996
Bachelor of Arts, Law
Canadian Securities Institute
Chartered Strategic Wealth Professional, Tax and Financial Planning
Dan Tookey Dan Tookey's RBC Dominion Securities Experience March 1998 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities March 1998 - Present
Skills
Wealth Management, Financial Planning, Tax and Estate Planning, Strategic Financial..., Equities, Investments, Investment Strategies, Portfolio Management, Strategic Planning, Business Planning, Estate Planning, Mutual Funds, Business Strategy, Retirement Planning, Finance, Investment Advisory, Alternative Investments, Asset Allocation, Asset Management, High Net Worth..., ETFs
Education
British Columbia Institute of Technology 1981 — 1983
Dipoma of Technology, Business and Finance
RBC Dominion Securities March 1998 - Present
Skills
Wealth Management, Financial Planning, Tax and Estate Planning, Strategic Financial..., Equities, Investments, Investment Strategies, Portfolio Management, Strategic Planning, Business Planning, Estate Planning, Mutual Funds, Business Strategy, Retirement Planning, Finance, Investment Advisory, Alternative Investments, Asset Allocation, Asset Management, High Net Worth..., ETFs
Education
British Columbia Institute of Technology 1981 — 1983
Dipoma of Technology, Business and Finance
Deborah Desforges Deborah Desforges's RBC Dominion Securities Experience March 2011 - June 2013
Job Private Wealth Advisor,BMO Harris Private Bank
Industry Financial Services
Experience
RBC Dominion Securities March 2011 - June 2013
CIBC April 2000 - April 2011
CIBC Imperial Service January 2000 - March 2011
Canada Trust September 1994 - March 2000
Canada Trust October 1985 - January 1994
Skills
Financial Planning, Investments
Education
Algonquin College of Applied Arts and Technology 1983 — 1985
Business Finance, Business
OAS Ecole Secondaire Garneau
Algonquin College, Ottawa
RBC Dominion Securities March 2011 - June 2013
CIBC April 2000 - April 2011
CIBC Imperial Service January 2000 - March 2011
Canada Trust September 1994 - March 2000
Canada Trust October 1985 - January 1994
Skills
Financial Planning, Investments
Education
Algonquin College of Applied Arts and Technology 1983 — 1985
Business Finance, Business
OAS Ecole Secondaire Garneau
Algonquin College, Ottawa
Peter Hicks Peter Hicks's RBC Dominion Securities Experience May 2002 - Present
Job Vice President, Branch Manager & Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities May 2002 - Present
CIBC Wood Gundy January 1995 - May 2002
Skills
Wealth Management, Retirement Planning, Insurance
Education
Carleton University 1982 — 1985
BA, Political Science
RBC Dominion Securities May 2002 - Present
CIBC Wood Gundy January 1995 - May 2002
Skills
Wealth Management, Retirement Planning, Insurance
Education
Carleton University 1982 — 1985
BA, Political Science
Ashley (Barton-Bridges) Hanson Ashley (Barton-Bridges) Hanson's RBC Dominion Securities Experience September 2012 - May 2014
Job Associate at Dixon Mitchell Investment Counsel
Industry Financial Services
Experience
Dixon Mitchell Investment Counsel May 2014 - Present
RBC Dominion Securities September 2012 - May 2014
ContainerWest September 2008 - September 2012
Vancouver Organizing Committee for the 2010 Olympic and Paralympic Winter Games February 2010 - February 2010
Formosa Holdings Ltd. May 2006 - September 2007
Education
CFA Institute
Level 3 Candidate
McGill University 2004 — 2008
Bachelor of Science, Psychology, French Language & Literature
Canadian Securities Institute
Canadian Securities Course
British Columbia Institute of Technology
Marketing Management, Financial Management
Dixon Mitchell Investment Counsel May 2014 - Present
RBC Dominion Securities September 2012 - May 2014
ContainerWest September 2008 - September 2012
Vancouver Organizing Committee for the 2010 Olympic and Paralympic Winter Games February 2010 - February 2010
Formosa Holdings Ltd. May 2006 - September 2007
Education
CFA Institute
Level 3 Candidate
McGill University 2004 — 2008
Bachelor of Science, Psychology, French Language & Literature
Canadian Securities Institute
Canadian Securities Course
British Columbia Institute of Technology
Marketing Management, Financial Management
Chris Butler's RBC Dominion Securities Experience June 2008 - Present
Job Associate Portfolio Manager & Financial Planner at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities June 2008 - Present
RBC Dominion Securities June 2008 - Present
rbc 2006 - 2008
RBC ROYAL BANK 2004 - 2006
RBC Royal Bank 2002 - 2004
RBC Royal Bank 2001 - 2002
Global Maxfin Investments Inc. 1999 - 2001
Assante Wealth Management 1998 - 1999
Clarica Financial Services 1997 - 1998
Skills
Estate Planning, Strategic Financial..., Succession Planning, Retirement Planning, Wealth Management, Investment Management, Insurance, Charities, Portfolio Management
Education
Northern Alberta Institute of Technology 1981 — 1983
Cape Breton University 1978 — 1979
RBC Dominion Securities June 2008 - Present
RBC Dominion Securities June 2008 - Present
rbc 2006 - 2008
RBC ROYAL BANK 2004 - 2006
RBC Royal Bank 2002 - 2004
RBC Royal Bank 2001 - 2002
Global Maxfin Investments Inc. 1999 - 2001
Assante Wealth Management 1998 - 1999
Clarica Financial Services 1997 - 1998
Skills
Estate Planning, Strategic Financial..., Succession Planning, Retirement Planning, Wealth Management, Investment Management, Insurance, Charities, Portfolio Management
Education
Northern Alberta Institute of Technology 1981 — 1983
Cape Breton University 1978 — 1979
Glenn Neumann Glenn Neumann's RBC Dominion Securities Experience 1992 - 1996
Job Corporate Communications Specialist
Industry Management Consulting
Experience
Various Companies June 2012 - Present
Xogen Technologies Inc. January 2012 - June 2012
Intellipharmaceutics International November 2009 - December 2011
Vasogen Inc 2000 - 2009
AltaRex Inc. 1997 - 2000
RBC Dominion Securities 1992 - 1996
Skills
Media Relations, Corporate Communications, Investor Relations, Public Relations, Strategic Planning, Business Development, Business Planning, Investments, Valuation, Management, Program Management, Finance, Capital Markets, Speech Writing, Event Planning, Corporate Governance, Public Speaking, Executive Management, Securities, Mergers, Strategy, Business Strategy, Entrepreneurship, IPO, Internal Communications, Leadership, Mergers, Risk Management, Strategic Communications, Venture Capital
Education
Laurentian University - Huntington University 1984 — 1988
Bachelor of Commerce (B.Com.), Sports Admin
Various Companies June 2012 - Present
Xogen Technologies Inc. January 2012 - June 2012
Intellipharmaceutics International November 2009 - December 2011
Vasogen Inc 2000 - 2009
AltaRex Inc. 1997 - 2000
RBC Dominion Securities 1992 - 1996
Skills
Media Relations, Corporate Communications, Investor Relations, Public Relations, Strategic Planning, Business Development, Business Planning, Investments, Valuation, Management, Program Management, Finance, Capital Markets, Speech Writing, Event Planning, Corporate Governance, Public Speaking, Executive Management, Securities, Mergers, Strategy, Business Strategy, Entrepreneurship, IPO, Internal Communications, Leadership, Mergers, Risk Management, Strategic Communications, Venture Capital
Education
Laurentian University - Huntington University 1984 — 1988
Bachelor of Commerce (B.Com.), Sports Admin
Melissa Clark, CFP, CSWP Melissa Clark, CFP, CSWP's RBC Dominion Securities Experience August 2013 - Present
Job Wealth Advisor
Industry Financial Services
Experience
Project TEMBO June 2014 - Present
RBC Dominion Securities August 2013 - Present
BMO Nesbitt Burns January 1992 - August 2013
Habitat for Humanity Canada May 2009 - May 2011
Habitat for Humanity National Capital Region 2008 - 2011
Watercan June 2006 - June 2008
Skills
Wealth Management, Estate Planning, Retirement Planning, Financial Planning, Disability Insurance, Asset Allocation, High Net Worth..., Investment Advisory, Insurance, Annuities, Asset Protection, Philanthropy, Insurance Planning, Asset Management, Retirement Income..., Public Speaking, Fundraising, Strategic Financial..., Retirement, Asset Managment, Financial Planners, Portfolio Management, Investments, Wealth, Fixed Annuities, Wealth Management..., Investment Strategies, Mutual Funds, Strategy
Education
Carleton University 1977 — 1981
B.Comm, Marketing and Finance
Project TEMBO June 2014 - Present
RBC Dominion Securities August 2013 - Present
BMO Nesbitt Burns January 1992 - August 2013
Habitat for Humanity Canada May 2009 - May 2011
Habitat for Humanity National Capital Region 2008 - 2011
Watercan June 2006 - June 2008
Skills
Wealth Management, Estate Planning, Retirement Planning, Financial Planning, Disability Insurance, Asset Allocation, High Net Worth..., Investment Advisory, Insurance, Annuities, Asset Protection, Philanthropy, Insurance Planning, Asset Management, Retirement Income..., Public Speaking, Fundraising, Strategic Financial..., Retirement, Asset Managment, Financial Planners, Portfolio Management, Investments, Wealth, Fixed Annuities, Wealth Management..., Investment Strategies, Mutual Funds, Strategy
Education
Carleton University 1977 — 1981
B.Comm, Marketing and Finance
Laura Keith Laura Keith's RBC Dominion Securities Experience 2008 - 2009
Job Administrative Associate at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod January 2011 - Present
HSBC Securities November 2010 - November 2011
RBC Dominion Securities 2008 - 2009
ScotiaMcLeod 2006 - 2008
Skills
Canadian Securities..., Client Relations Skills, Customer Service, Budgets, Finance, Expense Management, Office Administration, Investments, Marketing, Website Building, Securities, Asset Allocation, Event Planning
Education
Brock University
ScotiaMcLeod January 2011 - Present
HSBC Securities November 2010 - November 2011
RBC Dominion Securities 2008 - 2009
ScotiaMcLeod 2006 - 2008
Skills
Canadian Securities..., Client Relations Skills, Customer Service, Budgets, Finance, Expense Management, Office Administration, Investments, Marketing, Website Building, Securities, Asset Allocation, Event Planning
Education
Brock University
Heather Little's RBC Dominion Securities Experience March 2012 - Present
Job Manager, Mobile Classroom Training at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities March 2012 - Present
RBC Dominion Securities March 2011 - March 2012
RBC Dominion Securities June 2010 - March 2011
RBC Dominion Securities February 2007 - June 2010
RBC Dominion Securities May 2002 - February 2007
Skills
Training, Public Speaking, Program Management, Workshop Facilitation, Presenter, Presentations, Streamlining Work..., Time Management, Streamlining Of..., Program Facilitation, Presenting to Clients, Workshop Development, Business Development, Program Development, Written & Oral..., Hands-on Training, Training Facilitation, Coaching, Presentation Coaching, Wealth Management, Wealth Management..., Marketing Communications, Vendor Relationships, Marketing Strategy, Vendor Management, Business Strategy, Investment Management, Investment Strategies, Securities, Financial Services, Valuation, Relationship Management, Wealth, High Net Worth..., Financial Advisory, Market Research, Bonds, Alternative Investments
Education
Canadore College 1998 — 2002
Marketing Diploma, Marketing
West Hill Secondary School 1993 — 1998
OSSD
RBC Dominion Securities March 2012 - Present
RBC Dominion Securities March 2011 - March 2012
RBC Dominion Securities June 2010 - March 2011
RBC Dominion Securities February 2007 - June 2010
RBC Dominion Securities May 2002 - February 2007
Skills
Training, Public Speaking, Program Management, Workshop Facilitation, Presenter, Presentations, Streamlining Work..., Time Management, Streamlining Of..., Program Facilitation, Presenting to Clients, Workshop Development, Business Development, Program Development, Written & Oral..., Hands-on Training, Training Facilitation, Coaching, Presentation Coaching, Wealth Management, Wealth Management..., Marketing Communications, Vendor Relationships, Marketing Strategy, Vendor Management, Business Strategy, Investment Management, Investment Strategies, Securities, Financial Services, Valuation, Relationship Management, Wealth, High Net Worth..., Financial Advisory, Market Research, Bonds, Alternative Investments
Education
Canadore College 1998 — 2002
Marketing Diploma, Marketing
West Hill Secondary School 1993 — 1998
OSSD
Bryan Holyk Bryan Holyk's RBC Dominion Securities Experience 1996 - 1999
Job Senior Vice President Portfolio Manager at National Bank Financial
Industry Investment Management
Experience
National Bank Financial 1999 - Present
RBC Dominion Securities 1996 - 1999
Richardson Greenshields May 1988 - 1996
Tax Advantages Inc September 1987 - May 1988
Skills
Portfolio Management, Asset Management, Investments, Equities, Fixed Income, Alternative Investments, Asset Allocation, Wealth Management, Hedge Funds, Investment Strategies, Mutual Funds, Investment Advisory, Financial Modeling, Investment Management, Financial Analysis, Equity Research
Education
City University of Bellevue WA 1985 — 1987
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Capilano College 1985 — 1986
Commercial Music Program
VCC Langara 1982 — 1984
Philosophy and Business
University of Alberta 1979 — 1981
Biology, Invertebrate Zoology and Entomology
National Bank Financial 1999 - Present
RBC Dominion Securities 1996 - 1999
Richardson Greenshields May 1988 - 1996
Tax Advantages Inc September 1987 - May 1988
Skills
Portfolio Management, Asset Management, Investments, Equities, Fixed Income, Alternative Investments, Asset Allocation, Wealth Management, Hedge Funds, Investment Strategies, Mutual Funds, Investment Advisory, Financial Modeling, Investment Management, Financial Analysis, Equity Research
Education
City University of Bellevue WA 1985 — 1987
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Capilano College 1985 — 1986
Commercial Music Program
VCC Langara 1982 — 1984
Philosophy and Business
University of Alberta 1979 — 1981
Biology, Invertebrate Zoology and Entomology
Michael Singh Michael Singh's RBC Dominion Securities Experience September 2009 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities September 2009 - Present
Royal Canadian Mounted Police June 1997 - October 1999
Skills
Wealth Management, Investment Strategies, Mutual Funds, Insurance Planning, Retirement Planning, High Net Worth..., Wealth, Investments, Investment Policy, Estate Planning, Portfolios, Stocks, Asset Management, Portfolio Management, Fixed Annuities, Options, Equities, Tax, ETFs, Investment Advisory, Wealth Management..., Asset Allocation, Commodity, Investment Management, Financial Advisory, Bonds, Strategic Financial..., Alternative Investments, Retirement, Financial Planners, Financial Planning, Securities
Education
Athabasca University 1999 — 2003
Business/Commerce, General
St Joseph's high school 1995 — 1998
St. Matthew Elementary School
RBC Dominion Securities September 2009 - Present
Royal Canadian Mounted Police June 1997 - October 1999
Skills
Wealth Management, Investment Strategies, Mutual Funds, Insurance Planning, Retirement Planning, High Net Worth..., Wealth, Investments, Investment Policy, Estate Planning, Portfolios, Stocks, Asset Management, Portfolio Management, Fixed Annuities, Options, Equities, Tax, ETFs, Investment Advisory, Wealth Management..., Asset Allocation, Commodity, Investment Management, Financial Advisory, Bonds, Strategic Financial..., Alternative Investments, Retirement, Financial Planners, Financial Planning, Securities
Education
Athabasca University 1999 — 2003
Business/Commerce, General
St Joseph's high school 1995 — 1998
St. Matthew Elementary School
Nichola Dickson Nichola Dickson's RBC Dominion Securities Experience December 2003 - Present
Job Associate Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities December 2003 - Present
Education
Carleton University 1993 — 1997
Bachelor of Journalism & English
Argyle
RBC Dominion Securities December 2003 - Present
Education
Carleton University 1993 — 1997
Bachelor of Journalism & English
Argyle
Claire VanBlarcom Claire VanBlarcom's RBC Dominion Securities Experience January 2010 - Present
Job Associate Portfolio Manager & Wealth Advisor
Industry Investment Management
Experience
RBC Dominion Securities January 2010 - Present
CIBC Imperial service September 1999 - January 2010
Scotiabank June 1989 - August 1999
Skills
CFP, CIM, FMA, RRC, Investment Advisory, Investment Strategies, ETFs, Wealth Management, High Net Worth..., Retirement Planning, Wealth Management..., Asset Allocation, Portfolio Management, Investment Management, Investments, Strategic Financial..., Financial Services, Finance, Alternative Investments, Retirement, Asset Management, Financial Planning
Education
Acadia University 1985 — 1989
BA, Psychology
RBC Dominion Securities January 2010 - Present
CIBC Imperial service September 1999 - January 2010
Scotiabank June 1989 - August 1999
Skills
CFP, CIM, FMA, RRC, Investment Advisory, Investment Strategies, ETFs, Wealth Management, High Net Worth..., Retirement Planning, Wealth Management..., Asset Allocation, Portfolio Management, Investment Management, Investments, Strategic Financial..., Financial Services, Finance, Alternative Investments, Retirement, Asset Management, Financial Planning
Education
Acadia University 1985 — 1989
BA, Psychology
Carol Persaud Carol Persaud's RBC Dominion Securities Experience 2009 - Present
Job Manager, Registrations at RBC
Industry Banking
Experience
RBC August 2009 - Present
RBC Dominion Securities 2009 - Present
CIBC Wealth Management March 2001 - December 2008
Education
Ryerson University 2003 — 2009
Certificate, Business Management I Certificate
Andrews University
RBC August 2009 - Present
RBC Dominion Securities 2009 - Present
CIBC Wealth Management March 2001 - December 2008
Education
Ryerson University 2003 — 2009
Certificate, Business Management I Certificate
Andrews University
Tyler Bogues, CIM, FCSI Tyler Bogues, CIM, FCSI's RBC Dominion Securities Experience May 1999 - Present
Job Wealth Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities May 1999 - Present
Skills
Portfolio Management, Investment Strategies, Wealth Management, Strategic Financial..., Derivatives, Options, Asset Allocation, Estate Planning, High Net Worth..., Wealth Management..., Investment Management, Investment Advisory, Investments, ETFs, Retirement Planning, Financial Advisory, Management, Securities, Asset Management
Education
Carleton University 1998 — 2002
BA, Economics
Canadian Securities Institute
CIM, FCSI, Finance
RBC Dominion Securities May 1999 - Present
Skills
Portfolio Management, Investment Strategies, Wealth Management, Strategic Financial..., Derivatives, Options, Asset Allocation, Estate Planning, High Net Worth..., Wealth Management..., Investment Management, Investment Advisory, Investments, ETFs, Retirement Planning, Financial Advisory, Management, Securities, Asset Management
Education
Carleton University 1998 — 2002
BA, Economics
Canadian Securities Institute
CIM, FCSI, Finance
Roman Myronchenko Roman Myronchenko's RBC Dominion Securities Experience 1997 - 2000
Job Consultant
Industry Banking
Experience
BNP Paribas 2003 - December 2013
Bricolage Capital, Inc. 2000 - 2002
Credit Suisse/ First Boston 2000 - 2001
RBC Dominion Securities 1997 - 2000
Skills
Python, Equity Trading, Swaps, Business Analysis, Data Warehousing, Virtual Teams, Equity Derivatives, Credit Derivatives, Team Coordination, Bloomberg, Statistical Arbitrage, Proprietary Trading, Data Analysis, Databases, Data Mining, Management Consulting, Optimization, Software Consulting, Investment Banking, Electricity Markets, Program Trading, Russian, Soft Commodities, Trading Systems, Capital Markets, Oil&Gas, Trading Applications, Power Industry, Base Metals, Power Trading, Commodities, Team Management, Financial Data, SSIS, SSRS, Data Warehouse..., Trading, ETL, Fund Of Funds, Team Leadership, Cross-functional Team..., Equities, Team Building, Sungard, Murex, Commodity, TriplePoint, Derivatives
Education
City University of New York-Herbert H. Lehman College 1993 — 1995
BA, Economics
City University of New York-Herbert H. Lehman College 1992 — 1995
BS, Computer Science
BNP Paribas 2003 - December 2013
Bricolage Capital, Inc. 2000 - 2002
Credit Suisse/ First Boston 2000 - 2001
RBC Dominion Securities 1997 - 2000
Skills
Python, Equity Trading, Swaps, Business Analysis, Data Warehousing, Virtual Teams, Equity Derivatives, Credit Derivatives, Team Coordination, Bloomberg, Statistical Arbitrage, Proprietary Trading, Data Analysis, Databases, Data Mining, Management Consulting, Optimization, Software Consulting, Investment Banking, Electricity Markets, Program Trading, Russian, Soft Commodities, Trading Systems, Capital Markets, Oil&Gas, Trading Applications, Power Industry, Base Metals, Power Trading, Commodities, Team Management, Financial Data, SSIS, SSRS, Data Warehouse..., Trading, ETL, Fund Of Funds, Team Leadership, Cross-functional Team..., Equities, Team Building, Sungard, Murex, Commodity, TriplePoint, Derivatives
Education
City University of New York-Herbert H. Lehman College 1993 — 1995
BA, Economics
City University of New York-Herbert H. Lehman College 1992 — 1995
BS, Computer Science
Annabel Muere's RBC Dominion Securities Experience April 2007 - Present
Job IA Associate at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities April 2007 - Present
CIBC Wood Gundy February 2005 - April 2007
Toronto Public Library January 1990 - December 2004
Skills
Investment Strategies, Wealth Management, Asset Allocation, Mutual Funds, Financial Advisory, Investment Advisory, ETFs, Retirement Planning, Investment Management, Alternative Investments, Investments, Securities, Personal Financial..., Bonds, Retirement, Equities
Education
Centennial College 1991 — 1994
Diploma, Financial Services
Cedarbrae Collegiate
RBC Dominion Securities April 2007 - Present
CIBC Wood Gundy February 2005 - April 2007
Toronto Public Library January 1990 - December 2004
Skills
Investment Strategies, Wealth Management, Asset Allocation, Mutual Funds, Financial Advisory, Investment Advisory, ETFs, Retirement Planning, Investment Management, Alternative Investments, Investments, Securities, Personal Financial..., Bonds, Retirement, Equities
Education
Centennial College 1991 — 1994
Diploma, Financial Services
Cedarbrae Collegiate
Nancy Su, MBA Nancy Su, MBA's RBC Dominion Securities Experience March 2008 - August 2009
Job Financial Coordinator at Ministry of Training, Colleges, and Universities
Industry Financial Services
Experience
Ministry of Training, Colleges, and Universities August 2013 - Present
Ministry of Training Colleges and Universities August 2012 - Present
Ministry of Community and Social Services June 2012 - August 2012
Ministry of Municipal Affairs and Housing June 2011 - June 2012
Ministry of Health and Long-Term Care June 2010 - June 2011
Schulich School of Business 2009 - 2010
RBC Dominion Securities March 2008 - August 2009
RBC June 2006 - March 2008
Skills
Conflict Resolution, Team Leadership, Negotiation, Budgets, Investments, Management, Financial Analysis, Financial Modeling, Forecasting, Data Analysis, Portfolio Management, Financial Reporting, Management Consulting, Business Analysis, Process Improvement, Strategic Planning, Analysis, Project Management
Education
York University - Schulich School of Business 2009 — 2010
MBA, Financial Services
Canadian Securities Institute 2006 — 2009
FMA, Financial Management Advisor
York University - Schulich School of Business 2002 — 2006
iBBA, Marketing
City University of Hong Kong 2005 — 2005
Ministry of Training, Colleges, and Universities August 2013 - Present
Ministry of Training Colleges and Universities August 2012 - Present
Ministry of Community and Social Services June 2012 - August 2012
Ministry of Municipal Affairs and Housing June 2011 - June 2012
Ministry of Health and Long-Term Care June 2010 - June 2011
Schulich School of Business 2009 - 2010
RBC Dominion Securities March 2008 - August 2009
RBC June 2006 - March 2008
Skills
Conflict Resolution, Team Leadership, Negotiation, Budgets, Investments, Management, Financial Analysis, Financial Modeling, Forecasting, Data Analysis, Portfolio Management, Financial Reporting, Management Consulting, Business Analysis, Process Improvement, Strategic Planning, Analysis, Project Management
Education
York University - Schulich School of Business 2009 — 2010
MBA, Financial Services
Canadian Securities Institute 2006 — 2009
FMA, Financial Management Advisor
York University - Schulich School of Business 2002 — 2006
iBBA, Marketing
City University of Hong Kong 2005 — 2005
David MacLachlan's RBC Dominion Securities Experience June 2010 - August 2010
Job David Ross MacLachlan
Industry Investment Management
Experience
Canaccord Genuity Wealth Management (Canada) August 2015 - Present
RBC August 2011 - December 2014
Stockbullies.com October 2011 - November 2014
RBC Dominion Securities June 2010 - August 2010
RBC Royal Bank January 2009 - January 2010
Skills
Management, Private Equity, Social Networking, Investments, Investor Relations, Wealth Management, Portfolio Management, Business Planning, Venture Capital, Banking, Business Development, Strategic Planning, Entrepreneurship, Corporate Finance, Mergers & Acquisitions, Start-ups, Asset Management, Strategic Financial..., Business Strategy, Finance, Due Diligence, Strategy, Small Business, Financial Modeling, Funding, Financial Planning, Financial Services
Education
Ashton College 2012 — 2015
Certified Financial Planner, Financial Planning and Services
CSI 2010 — 2011
CSC, Canadian Securities Course
British Columbia Institute of Technology 2009 — 2011
Business Management
Canaccord Genuity Wealth Management (Canada) August 2015 - Present
RBC August 2011 - December 2014
Stockbullies.com October 2011 - November 2014
RBC Dominion Securities June 2010 - August 2010
RBC Royal Bank January 2009 - January 2010
Skills
Management, Private Equity, Social Networking, Investments, Investor Relations, Wealth Management, Portfolio Management, Business Planning, Venture Capital, Banking, Business Development, Strategic Planning, Entrepreneurship, Corporate Finance, Mergers & Acquisitions, Start-ups, Asset Management, Strategic Financial..., Business Strategy, Finance, Due Diligence, Strategy, Small Business, Financial Modeling, Funding, Financial Planning, Financial Services
Education
Ashton College 2012 — 2015
Certified Financial Planner, Financial Planning and Services
CSI 2010 — 2011
CSC, Canadian Securities Course
British Columbia Institute of Technology 2009 — 2011
Business Management
Tatiana Leiningen's RBC Dominion Securities Experience June 2007 - August 2007
Job Sponsorship Marketing and Donations Coordinator, RBC Wealth Management
Industry Marketing and Advertising
Experience
RBC Wealth Management September 2014 - Present
Fidelity Investments October 2012 - December 2013
KaneffGolf May 2008 - August 2012
RBC Global Asset Management May 2011 - August 2011
Sotheby's May 2010 - August 2010
RBC Dominion Securities June 2007 - August 2007
Skills
PowerPoint, Time Management, Investments, Microsoft Office, Research, Event Management, Event Planning, Public Speaking, Microsoft Word, French, Social Media, Editing, Sales, Customer Service, Customer Satisfaction, Social Networking, International Relations, Fundraising, Public Relations, Microsoft Excel, Data Analysis, Teamwork, Social Media Marketing, Market Research, Facebook, Marketing Communications, Leadership, Marketing
Education
Queen's University 2008 — 2012
Bachelor of Arts (BA), Art History, International Studies Certificate
Humber College 2014 — 2014
Post Graduate Certificate, Marketing Management, Honours
Bader International Study Centre 2007 — 2008
Bachelor's degree, International Studies
RBC Wealth Management September 2014 - Present
Fidelity Investments October 2012 - December 2013
KaneffGolf May 2008 - August 2012
RBC Global Asset Management May 2011 - August 2011
Sotheby's May 2010 - August 2010
RBC Dominion Securities June 2007 - August 2007
Skills
PowerPoint, Time Management, Investments, Microsoft Office, Research, Event Management, Event Planning, Public Speaking, Microsoft Word, French, Social Media, Editing, Sales, Customer Service, Customer Satisfaction, Social Networking, International Relations, Fundraising, Public Relations, Microsoft Excel, Data Analysis, Teamwork, Social Media Marketing, Market Research, Facebook, Marketing Communications, Leadership, Marketing
Education
Queen's University 2008 — 2012
Bachelor of Arts (BA), Art History, International Studies Certificate
Humber College 2014 — 2014
Post Graduate Certificate, Marketing Management, Honours
Bader International Study Centre 2007 — 2008
Bachelor's degree, International Studies
Andrew Porteous PFP, CIM Andrew Porteous PFP, CIM's RBC Dominion Securities Experience August 2013 - June 2015
Job Investment & Retirement Planner at RBC
Industry Financial Services
Experience
RBC July 2015 - Present
RBC Dominion Securities August 2013 - June 2015
CIBC Wood Gundy March 2013 - August 2013
Citco Fund Services February 2011 - February 2013
RBC Dominion Securities May 2010 - September 2010
Town of Caledon April 2009 - September 2009
Mercedes-Benz Financial September 2008 - December 2008
Education
Brock University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Mayfield S.S. 2002 — 2006
RBC July 2015 - Present
RBC Dominion Securities August 2013 - June 2015
CIBC Wood Gundy March 2013 - August 2013
Citco Fund Services February 2011 - February 2013
RBC Dominion Securities May 2010 - September 2010
Town of Caledon April 2009 - September 2009
Mercedes-Benz Financial September 2008 - December 2008
Education
Brock University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Mayfield S.S. 2002 — 2006
Serge Shchokin Serge Shchokin's RBC Dominion Securities Experience February 2004 - August 2006
Job Solutions Delivery at SmartiGo Solutions
Industry Information Technology and Services
Experience
SmartiGo Solutions March 2015 - Present
TimelessMIND (now Ericsson) August 2006 - March 2015
RBC Dominion Securities February 2004 - August 2006
RBC Dominion Securities December 2000 - February 2004
Shoppers Drug Mart February 1999 - December 2000
Skills
PMP, Software Project..., Program Management, Business Analysis, Project Management, Requirements Analysis, PMO, SDLC, MS Project, Project Delivery, Integration, Management, Business Process, Vendor Management, IT Strategy, ITIL
Education
Odessa National Polytechnic University
Bachelor of Science, Computer Systems
Odessa State Marine Academy
Master of Science, Automation, ships' engineering, electromechanical and radio-electronic
SmartiGo Solutions March 2015 - Present
TimelessMIND (now Ericsson) August 2006 - March 2015
RBC Dominion Securities February 2004 - August 2006
RBC Dominion Securities December 2000 - February 2004
Shoppers Drug Mart February 1999 - December 2000
Skills
PMP, Software Project..., Program Management, Business Analysis, Project Management, Requirements Analysis, PMO, SDLC, MS Project, Project Delivery, Integration, Management, Business Process, Vendor Management, IT Strategy, ITIL
Education
Odessa National Polytechnic University
Bachelor of Science, Computer Systems
Odessa State Marine Academy
Master of Science, Automation, ships' engineering, electromechanical and radio-electronic
Scott Hamilton, CFP, CIM Scott Hamilton, CFP, CIM's RBC Dominion Securities Experience September 1995 - December 2005
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James August 2009 - Present
CIBC Wood Gundy January 2006 - August 2009
RBC Dominion Securities September 1995 - December 2005
Skills
Investment Advisory, Financial Planning, Strategic Financial..., Portfolio Management, Financial Advisory, Investments, Securities
Education
Carleton University
Raymond James August 2009 - Present
CIBC Wood Gundy January 2006 - August 2009
RBC Dominion Securities September 1995 - December 2005
Skills
Investment Advisory, Financial Planning, Strategic Financial..., Portfolio Management, Financial Advisory, Investments, Securities
Education
Carleton University
Darlene Koller CFP, CIM Darlene Koller CFP, CIM's RBC Dominion Securities Experience October 2011 - Present
Job Wealth Advisor, Associate Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities October 2011 - Present
HSBC Securities January 1998 - October 2011
Prospera Credit Union (formerly Fraser Valley Credit Union) October 1991 - December 1997
Skills
Investment Strategies, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, High Net Worth..., Portfolio Management, Alternative Investments, Wealth, Strategic Financial..., Retirement, Financial Planners, Estate Planning, Investment Management, Investments, Financial Planning, Securities, Finance
Education
British Columbia Institute of Technology 1996 — 1998
Associate Certificate, Financial Management and Financial Planning
RBC Dominion Securities October 2011 - Present
HSBC Securities January 1998 - October 2011
Prospera Credit Union (formerly Fraser Valley Credit Union) October 1991 - December 1997
Skills
Investment Strategies, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, High Net Worth..., Portfolio Management, Alternative Investments, Wealth, Strategic Financial..., Retirement, Financial Planners, Estate Planning, Investment Management, Investments, Financial Planning, Securities, Finance
Education
British Columbia Institute of Technology 1996 — 1998
Associate Certificate, Financial Management and Financial Planning
Katherine Norton Katherine Norton's RBC Dominion Securities Experience June 2007 - November 2010
Job Vice President FX and Fixed Income at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets November 2010 - Present
RBC Dominion Securities June 2007 - November 2010
RBC Dominion Securities October 1997 - June 2007
RBC October 1994 - October 1997
Skills
Fixed Income, Bloomberg, Series 7, Capital Markets, Series 63, Electronic Trading, Derivatives, Trading Systems, Trading, Valuation, Options
Education
Concordia University 1990 — 1993
Bachelor of Business Administration (B.B.A.), Marketing
John Abbott College 1987 — 1990
Business Administration
RBC Capital Markets November 2010 - Present
RBC Dominion Securities June 2007 - November 2010
RBC Dominion Securities October 1997 - June 2007
RBC October 1994 - October 1997
Skills
Fixed Income, Bloomberg, Series 7, Capital Markets, Series 63, Electronic Trading, Derivatives, Trading Systems, Trading, Valuation, Options
Education
Concordia University 1990 — 1993
Bachelor of Business Administration (B.B.A.), Marketing
John Abbott College 1987 — 1990
Business Administration
Akhil Patel Akhil Patel's RBC Dominion Securities Experience November 2011 - 2012
Job Financial Advisor (FSR II)
Industry Financial Services
Experience
CIBC September 2013 - Present
Westminster Savings Credit Union January 2012 - September 2013
RBC Dominion Securities November 2011 - 2012
Skills
Mutual Funds, Wealth Management, Banking, Risk Management, New Business Development, Investments, Customer Service, Financial Analysis, Finance, Financial Services, Corporate Finance, Credit, Financial Modeling, Insurance, Portfolio Management, Leadership, Strategic Planning, Sales, Analysis, Microsoft Office, Team Leadership, Marketing Strategy
Education
Carleton University 2005 — 2010
B.A, Economics
Meadowridge Independent School 1992 — 2005
High school Diploma
CIBC September 2013 - Present
Westminster Savings Credit Union January 2012 - September 2013
RBC Dominion Securities November 2011 - 2012
Skills
Mutual Funds, Wealth Management, Banking, Risk Management, New Business Development, Investments, Customer Service, Financial Analysis, Finance, Financial Services, Corporate Finance, Credit, Financial Modeling, Insurance, Portfolio Management, Leadership, Strategic Planning, Sales, Analysis, Microsoft Office, Team Leadership, Marketing Strategy
Education
Carleton University 2005 — 2010
B.A, Economics
Meadowridge Independent School 1992 — 2005
High school Diploma
Gerri Sonkin, PFP Gerri Sonkin, PFP's RBC Dominion Securities Experience March 2013 - Present
Job Investment Advisor & Financial Planner
Industry Investment Management
Experience
RBC Dominion Securities March 2013 - Present
RBC Wealth Management October 2009 - February 2013
BMO Nesbitt Burns October 2008 - October 2009
State Street July 2007 - October 2008
State Street April 2006 - July 2007
Bar-Ilan University 2001 - 2004
Skills
Strategic Financial..., Asset Allocation, Mutual Funds, Financial Analysis, Finance, Wealth Management, Investment Strategies, Business Strategy, Asset Managment, Wealth, Investment Advisory, Retirement, Wealth Management..., Retirement Planning, Fixed Income, Risk Management, Equities, Investment Management, Financial Advisory, Relationship Management, ETFs, High Net Worth..., Bonds, TFSA, RSP, RIF, Tax-advantaged..., Stocks, Insurance, Securities, Estate Planning, Investments, Portfolio Management, Financial Services, Banking, Financial Planning, Asset Management
Education
Canadian Securities Institute 2012 — 2013
Applied Financial Planning (AFP)
Canadian Securities Institute 2013 — 2013
Wealth Management Essentials (WME)
Canadian Securities Institute 2010 — 2010
Financial Planning II
Canadian Securities Institute 2010 — 2010
Financial Planning I
Canadian Securities Institute 2010 — 2010
Personal Financial Services Advice
Canadian Securities Institute 2008 — 2008
Conduct and Practices HandBook
Canadian Securities Institute 2008 — 2008
Canadian Securities Course
Bar-Ilan University 2001 — 2004
BA, Majored in Economics and minored in Mathematics
RBC Dominion Securities March 2013 - Present
RBC Wealth Management October 2009 - February 2013
BMO Nesbitt Burns October 2008 - October 2009
State Street July 2007 - October 2008
State Street April 2006 - July 2007
Bar-Ilan University 2001 - 2004
Skills
Strategic Financial..., Asset Allocation, Mutual Funds, Financial Analysis, Finance, Wealth Management, Investment Strategies, Business Strategy, Asset Managment, Wealth, Investment Advisory, Retirement, Wealth Management..., Retirement Planning, Fixed Income, Risk Management, Equities, Investment Management, Financial Advisory, Relationship Management, ETFs, High Net Worth..., Bonds, TFSA, RSP, RIF, Tax-advantaged..., Stocks, Insurance, Securities, Estate Planning, Investments, Portfolio Management, Financial Services, Banking, Financial Planning, Asset Management
Education
Canadian Securities Institute 2012 — 2013
Applied Financial Planning (AFP)
Canadian Securities Institute 2013 — 2013
Wealth Management Essentials (WME)
Canadian Securities Institute 2010 — 2010
Financial Planning II
Canadian Securities Institute 2010 — 2010
Financial Planning I
Canadian Securities Institute 2010 — 2010
Personal Financial Services Advice
Canadian Securities Institute 2008 — 2008
Conduct and Practices HandBook
Canadian Securities Institute 2008 — 2008
Canadian Securities Course
Bar-Ilan University 2001 — 2004
BA, Majored in Economics and minored in Mathematics
Graham Leitch's RBC Dominion Securities Experience February 2015 - Present
Job Associate Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities February 2015 - Present
RBC Dominion Securities November 2014 - February 2015
SC Johnson July 2012 - November 2014
SC Johnson July 2010 - July 2012
SC Johnson January 2010 - June 2010
CBRE October 2008 - December 2009
Education
Boston University 2004 — 2008
Bachelor of Arts, International Relations, Economics
Ridley College 2000 — 2004
RBC Dominion Securities February 2015 - Present
RBC Dominion Securities November 2014 - February 2015
SC Johnson July 2012 - November 2014
SC Johnson July 2010 - July 2012
SC Johnson January 2010 - June 2010
CBRE October 2008 - December 2009
Education
Boston University 2004 — 2008
Bachelor of Arts, International Relations, Economics
Ridley College 2000 — 2004
Shirley Lee's RBC Dominion Securities Experience July 2010 - August 2010
Job Experienced Senior Associate at PwC
Industry Accounting
Experience
PwC Canada September 2012 - Present
PwC Hong Kong and mainland China July 2011 - August 2011
RBC Dominion Securities July 2010 - August 2010
AIESEC Canada September 2009 - April 2010
Bank of China International June 2009 - August 2009
Education
York University - Schulich School of Business 2008 — 2012
Bachelor of Business Administration (BBA)
Manchester Business School 2011 — 2011
International Business
Fudan University 2010 — 2010
Chinese Language and Literature
PwC Canada September 2012 - Present
PwC Hong Kong and mainland China July 2011 - August 2011
RBC Dominion Securities July 2010 - August 2010
AIESEC Canada September 2009 - April 2010
Bank of China International June 2009 - August 2009
Education
York University - Schulich School of Business 2008 — 2012
Bachelor of Business Administration (BBA)
Manchester Business School 2011 — 2011
International Business
Fudan University 2010 — 2010
Chinese Language and Literature
David Foster CIM, FCSI David Foster CIM, FCSI's RBC Dominion Securities Experience 1997 - 1999
Job Director, Financial Advisor at Belfry Wealth Management
Industry Investment Management
Experience
Belfry Wealth Management February 2015 - Present
IA Clarington Investments October 2012 - January 2015
Macquarie Private Wealth 2005 - 2012
BluMont Capital 2001 - 2005
AIM Trimark Investments 1999 - 2001
RBC Dominion Securities 1997 - 1999
Midland Walwyn Capital Inc. 1994 - 1997
Xerox Canada 1992 - 1994
Skills
Asset Managment, Investments, Wealth Management, Asset Allocation, Mutual Funds, Alternative Investments, Equities, Retirement Planning, Investment Strategies, Investment Management, People Development, Hedge Funds, Marketing Strategy, Product Marketing, Sales, Sales Management, Strategic Thinking, Multi Tasking, Fixed Income, Portfolio Optimization, Building Relationships
Education
Canadian Securities Institute
Certified Investment Manager
Carleton University
Bachelor of Arts
Belfry Wealth Management February 2015 - Present
IA Clarington Investments October 2012 - January 2015
Macquarie Private Wealth 2005 - 2012
BluMont Capital 2001 - 2005
AIM Trimark Investments 1999 - 2001
RBC Dominion Securities 1997 - 1999
Midland Walwyn Capital Inc. 1994 - 1997
Xerox Canada 1992 - 1994
Skills
Asset Managment, Investments, Wealth Management, Asset Allocation, Mutual Funds, Alternative Investments, Equities, Retirement Planning, Investment Strategies, Investment Management, People Development, Hedge Funds, Marketing Strategy, Product Marketing, Sales, Sales Management, Strategic Thinking, Multi Tasking, Fixed Income, Portfolio Optimization, Building Relationships
Education
Canadian Securities Institute
Certified Investment Manager
Carleton University
Bachelor of Arts
Mark F. Smith Mark F. Smith's RBC Dominion Securities Experience 1988 - 1992
Job Technical Support Management, Software Support
Industry Information Technology and Services
Experience
Vancouver area 2014 - Present
Ericsson January 2010 - April 2012
Nortel Networks 1997 - 2010
Nortel Networks 1995 - 1997
MPR Teltech 1995 - 1995
Systems Xcellence 1993 - 1994
ISM Canada 1992 - 1993
RBC Dominion Securities 1988 - 1992
Rogers Communications 1987 - 1987
Expo 86 Corporation February 1984 - October 1986
Skills
Integration, LAN-WAN, HP-UX, Solaris, Unix, Telecommunications, CDMA, GSM, TCP/IP, Troubleshooting, Linux, Wireless Networking, SNMP, VPN, Routers, Software Documentation, Solaris 8/9/10, GPRS/UMTS, DNS, DHCP, LAN/WAN, Systems Analysis, MS Windows, Microsoft Office, Amdocs Clarify, Remedy Ticketing System, Oracle RDBMS, Informix, SQL, Computer Operations, Computer Maintenance, Patch Management, Document Management, Business Objects, Staff Management, Pidgin, Kepner-Tregoe, Drumming, Coaching
Education
British Columbia Institute of Technology 1980 — 1984
Computer Systems Networking and Telecommunications
Vancouver area 2014 - Present
Ericsson January 2010 - April 2012
Nortel Networks 1997 - 2010
Nortel Networks 1995 - 1997
MPR Teltech 1995 - 1995
Systems Xcellence 1993 - 1994
ISM Canada 1992 - 1993
RBC Dominion Securities 1988 - 1992
Rogers Communications 1987 - 1987
Expo 86 Corporation February 1984 - October 1986
Skills
Integration, LAN-WAN, HP-UX, Solaris, Unix, Telecommunications, CDMA, GSM, TCP/IP, Troubleshooting, Linux, Wireless Networking, SNMP, VPN, Routers, Software Documentation, Solaris 8/9/10, GPRS/UMTS, DNS, DHCP, LAN/WAN, Systems Analysis, MS Windows, Microsoft Office, Amdocs Clarify, Remedy Ticketing System, Oracle RDBMS, Informix, SQL, Computer Operations, Computer Maintenance, Patch Management, Document Management, Business Objects, Staff Management, Pidgin, Kepner-Tregoe, Drumming, Coaching
Education
British Columbia Institute of Technology 1980 — 1984
Computer Systems Networking and Telecommunications
Elizabeth Bolivar-Velez Elizabeth Bolivar-Velez's RBC Dominion Securities Experience January 2014 - Present
Job Regional Manager Operations at RBC Wealth Management PH&N Investment Counsel
Industry Financial Services
Experience
RBC Wealth Management - PH&N Investment Counsel February 2015 - Present
RBC Dominion Securities January 2014 - Present
MD Physician Services June 2013 - December 2013
MD Physcian Services June 2007 - June 2013
MD Physician Services 2001 - 2007
Skills
Strategic Financial..., Business Planning, Wealth Management, Retirement Planning, Mutual Funds, Financial Services, Budgets, Insurance, Finance, Management, Investment Strategies
Education
Carleton University
Sociology
RBC Wealth Management - PH&N Investment Counsel February 2015 - Present
RBC Dominion Securities January 2014 - Present
MD Physician Services June 2013 - December 2013
MD Physcian Services June 2007 - June 2013
MD Physician Services 2001 - 2007
Skills
Strategic Financial..., Business Planning, Wealth Management, Retirement Planning, Mutual Funds, Financial Services, Budgets, Insurance, Finance, Management, Investment Strategies
Education
Carleton University
Sociology
Sean Seidman, CIM® Sean Seidman, CIM®'s RBC Dominion Securities Experience August 1991 - October 2002
Job Director, Wealth Management, Portfolio Manager at Richardson GMP Limited
Industry Investment Management
Experience
Richardson GMP Limited April 2006 - Present
ScotiaMcLeod October 2002 - April 2006
RBC Dominion Securities August 1991 - October 2002
Skills
Wealth Management, Portfolio Management, Estate Planning, Asset Management, Investment Advisory, Investment Strategies, Financial Planning, Retirement Planning, fluent in french, Strategic Financial..., Asset Managment, Investments, Mutual Funds, Tax, High Net Worth..., Wealth Management..., Investment Management, Finance, Alternative Investments, Equities, Asset Allocation, Fixed Income, Securities, Wealth, Financial Advisory, ETFs
Education
College of Charleston 1987 — 1991
Bachelor, Business Administration
Richardson GMP Limited April 2006 - Present
ScotiaMcLeod October 2002 - April 2006
RBC Dominion Securities August 1991 - October 2002
Skills
Wealth Management, Portfolio Management, Estate Planning, Asset Management, Investment Advisory, Investment Strategies, Financial Planning, Retirement Planning, fluent in french, Strategic Financial..., Asset Managment, Investments, Mutual Funds, Tax, High Net Worth..., Wealth Management..., Investment Management, Finance, Alternative Investments, Equities, Asset Allocation, Fixed Income, Securities, Wealth, Financial Advisory, ETFs
Education
College of Charleston 1987 — 1991
Bachelor, Business Administration
Anwar Hashim, MBA, CIM, PFP, FCSI Anwar Hashim, MBA, CIM, PFP, FCSI's RBC Dominion Securities Experience March 2013 - December 2013
Job Director & Principal Consultant
Industry Financial Services
Experience
A. Hashim & Associates June 2012 - Present
Manulife Securities Insurance Inc. October 2014 - July 2015
RBC Dominion Securities March 2013 - December 2013
Freelance Consulting January 2012 - January 2013
BMO Financial Group February 2008 - August 2011
Scotiabank December 2000 - May 2007
Ernst & Young January 1996 - July 2000
Skills
Investments, Wealth Management, Capital Markets, Banking, Structured Products, Trade Finance, Credit Analysis, Management Consulting, Strategic Financial..., Financial Services, Financial Analysis, Management, Financial Institutions, International Trade, Risk Assessment, Correspondent Banking, Investment Management, Investment Strategies, Finance, Financial Advisory, Investment Advisory, Mutual Funds, Financial Markets, Retirement, Market Risk, Microsoft Excel, Equities, Emerging Markets, Estate Planning, Creative Problem Solving, Visio, Fixed Income, Private Banking, Insurance, Outsourcing, Problem Solving, Portfolio Management, Risk Management, Wealth, Business Process..., Asset Management
Education
The University of Hull 1994 — 1995
MBA
Canadian Securities Institute 2008 — 2008
Chartered Investment Manager
The George Washington University 2006 — 2006
Certificate
University of Wales, Bangor 1992 — 1993
Graduate Diploma
Institute of Canadian Bankers
A. Hashim & Associates June 2012 - Present
Manulife Securities Insurance Inc. October 2014 - July 2015
RBC Dominion Securities March 2013 - December 2013
Freelance Consulting January 2012 - January 2013
BMO Financial Group February 2008 - August 2011
Scotiabank December 2000 - May 2007
Ernst & Young January 1996 - July 2000
Skills
Investments, Wealth Management, Capital Markets, Banking, Structured Products, Trade Finance, Credit Analysis, Management Consulting, Strategic Financial..., Financial Services, Financial Analysis, Management, Financial Institutions, International Trade, Risk Assessment, Correspondent Banking, Investment Management, Investment Strategies, Finance, Financial Advisory, Investment Advisory, Mutual Funds, Financial Markets, Retirement, Market Risk, Microsoft Excel, Equities, Emerging Markets, Estate Planning, Creative Problem Solving, Visio, Fixed Income, Private Banking, Insurance, Outsourcing, Problem Solving, Portfolio Management, Risk Management, Wealth, Business Process..., Asset Management
Education
The University of Hull 1994 — 1995
MBA
Canadian Securities Institute 2008 — 2008
Chartered Investment Manager
The George Washington University 2006 — 2006
Certificate
University of Wales, Bangor 1992 — 1993
Graduate Diploma
Institute of Canadian Bankers
Mark Blackman, CFA, CFP Mark Blackman, CFA, CFP's RBC Dominion Securities Experience 2011 - Present
Job Investment Advisor & Financial Planner at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities 2011 - Present
RBC Royal Bank 2007 - 2011
Education
Queen's University 2000 — 2004
BAH
Chartered Financial Analyst Institute
Chartered Financial Analyst (CFA) Charterholder
Financial Planners Standards Council
Certified Financial Planner (CFP)
Algonquin College of Applied Arts and Technology
Graduate Certficate, Sport Business Management
St. George's School
RBC Dominion Securities 2011 - Present
RBC Royal Bank 2007 - 2011
Education
Queen's University 2000 — 2004
BAH
Chartered Financial Analyst Institute
Chartered Financial Analyst (CFA) Charterholder
Financial Planners Standards Council
Certified Financial Planner (CFP)
Algonquin College of Applied Arts and Technology
Graduate Certficate, Sport Business Management
St. George's School
Fahey, Brion Fahey, Brion's RBC Dominion Securities Experience November 1998 - September 2007
Job Portfolio Manager and Investment Advisor at TD Wealth Private Investment Advice
Industry Financial Services
Experience
TD Wealth Private Investment Advice September 2007 - Present
RBC Dominion Securities November 1998 - September 2007
Skills
Financial Services, Investments, Wealth Management, Equities, Investment Strategies, Strategic Financial..., CRM, ETFs, Coaching, High Net Worth..., Mutual Funds, Investment Advisory, Wealth, Canadian Securities..., Public Speaking, Portfolio Management, Finance, Strategic Planning
Education
Carleton University 1982 — 1986
Bachelor of Commerce (B.Com.), Business/Commerce, General
TD Wealth Private Investment Advice September 2007 - Present
RBC Dominion Securities November 1998 - September 2007
Skills
Financial Services, Investments, Wealth Management, Equities, Investment Strategies, Strategic Financial..., CRM, ETFs, Coaching, High Net Worth..., Mutual Funds, Investment Advisory, Wealth, Canadian Securities..., Public Speaking, Portfolio Management, Finance, Strategic Planning
Education
Carleton University 1982 — 1986
Bachelor of Commerce (B.Com.), Business/Commerce, General
Sara Salarvand Sara Salarvand's RBC Dominion Securities Experience March 2013 - June 2013
Job General Manager at Ircaam International Trading Inc.
Industry Import and Export
Experience
Ircaam International Trading Inc. 2015 - Present
Best Buy Canada May 2014 - August 2014
RBC Dominion Securities March 2013 - June 2013
Lenscrafters September 2012 - January 2013
Odlum Brown VanOpen 2012 - September 2012
BCLC March 2012 - May 2012
Fraser Health October 2007 - January 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Market Research, Microsoft Word, Public Speaking, Teamwork, Time Management, Research, Sales, Office Administration, Customer Service
Education
British Columbia Institute of Technology 2014 — 2015
Bachelor's degree, Business Administration
British Columbia Institute of Technology 2012 — 2013
Specialty Certificate, Sustainable Business Leadership
British Columbia Institute of Technology 2010 — 2012
Business Management (Diploma of Technology)
Ircaam International Trading Inc. 2015 - Present
Best Buy Canada May 2014 - August 2014
RBC Dominion Securities March 2013 - June 2013
Lenscrafters September 2012 - January 2013
Odlum Brown VanOpen 2012 - September 2012
BCLC March 2012 - May 2012
Fraser Health October 2007 - January 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Social Media, Market Research, Microsoft Word, Public Speaking, Teamwork, Time Management, Research, Sales, Office Administration, Customer Service
Education
British Columbia Institute of Technology 2014 — 2015
Bachelor's degree, Business Administration
British Columbia Institute of Technology 2012 — 2013
Specialty Certificate, Sustainable Business Leadership
British Columbia Institute of Technology 2010 — 2012
Business Management (Diploma of Technology)
Michael Whittaker, CIM, LLQP Michael Whittaker, CIM, LLQP's RBC Dominion Securities Experience January 2013 - Present
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
Rob Andrus Rob Andrus's RBC Dominion Securities Experience August 1996 - March 2002
Job Principal & Managing Director at Family Wealth Concepts Ltd.
Industry Financial Services
Experience
Family Wealth Concepts Ltd. May 2009 - Present
Family Wealth Concepts Inc. April 2008 - Present
RBC Dominion Securities August 1996 - March 2002
Skills
Wealth Management, Retirement Planning, Investments, Wealth, Critical Illness, Financial Advisory, Employee Benefits, Investment Advisory, Insurance, Retirement, Wealth Management..., Investment Strategies, Alternative Investments, Financial Services, Asset Management, Financial Planners, Long-term Care, Health Insurance, Mortgage Lending, Portfolio Management, Strategic Financial..., Fixed Annuities, Term Life Insurance, Disability Insurance, Estate Planning, Life Insurance, Asset Allocation, Securities, Wealth Accumulation, Pensions, Small Business, Savings, Income Protection, Personal Finance, Equities, Long Term Care Insurance, Investment Management, Funding, High Net Worth..., Hedge Funds, Estate Tax Planning, Financial Planning
Education
Acadia University
Sheridan College
Family Wealth Concepts Ltd. May 2009 - Present
Family Wealth Concepts Inc. April 2008 - Present
RBC Dominion Securities August 1996 - March 2002
Skills
Wealth Management, Retirement Planning, Investments, Wealth, Critical Illness, Financial Advisory, Employee Benefits, Investment Advisory, Insurance, Retirement, Wealth Management..., Investment Strategies, Alternative Investments, Financial Services, Asset Management, Financial Planners, Long-term Care, Health Insurance, Mortgage Lending, Portfolio Management, Strategic Financial..., Fixed Annuities, Term Life Insurance, Disability Insurance, Estate Planning, Life Insurance, Asset Allocation, Securities, Wealth Accumulation, Pensions, Small Business, Savings, Income Protection, Personal Finance, Equities, Long Term Care Insurance, Investment Management, Funding, High Net Worth..., Hedge Funds, Estate Tax Planning, Financial Planning
Education
Acadia University
Sheridan College
Robert Mendenhall Robert Mendenhall's RBC Dominion Securities Experience June 2009 - September 2010
Job Vice President, Tax & Estate Planning at Richardson GMP Limited
Industry Investment Management
Experience
Richardson GMP Limited September 2010 - Present
RBC Dominion Securities June 2009 - September 2010
Royal Trust 2003 - 2006
Skills
Succession Planning, Estate Planning, Trusts, Wealth Management..., Strategic Financial..., Wealth Management, Wealth, Charities, Wills, Financial Planning, High Net Worth..., Asset Allocation, Retirement Planning, Investment Strategies, Estate Law, Tax
Education
Brigham Young University—J. Reuben Clark Law School 1994 — 1995
LL.M., Law
University of Saskatchewan 1982 — 1985
J.D., Law
Richardson GMP Limited September 2010 - Present
RBC Dominion Securities June 2009 - September 2010
Royal Trust 2003 - 2006
Skills
Succession Planning, Estate Planning, Trusts, Wealth Management..., Strategic Financial..., Wealth Management, Wealth, Charities, Wills, Financial Planning, High Net Worth..., Asset Allocation, Retirement Planning, Investment Strategies, Estate Law, Tax
Education
Brigham Young University—J. Reuben Clark Law School 1994 — 1995
LL.M., Law
University of Saskatchewan 1982 — 1985
J.D., Law
Andre Bynoe's RBC Dominion Securities Experience December 2005 - April 2006
Job Business Controls AnalystIBM, Hungary
Industry Information Services
Experience
IBM, Hungary August 2013 - Present
IBM, Hungary September 2010 - August 2013
IBM, Hungary July 2010 - September 2010
Dint Language school September 2007 - July 2010
LB’S ACCOMMODATION GUEST HOUSE AND APARTMENTS January 2007 - July 2007
RBC Dominion Securities December 2005 - April 2006
RBC October 2005 - December 2005
ROYAL BANK OF CANADA August 2005 - October 2005
C. SEPARATE SCHOOL BOARD September 2004 - December 2004
Skills
Management, Coaching, Training, Team Building, Customer Service, Strategic Planning, Microsoft Excel, Accounting, Finance, Process Improvement, Teaching English as a..., Negotiation, Leadership, Strategy, Program Management, PowerPoint, Internal Controls, SOX 404, SOD, Microsoft Office, Social Media, Public Speaking, Human Resources, Analysis, Process Flow..., Risk Management, Teamwork, Team Leadership, Account Management, English, Business Development, Microsoft Word, Sales, Access Control..., Workplace Safety, Data Privacy, Transition Management, audit, Sarbanes-Oxley Act, Auditing, Project Management, Business Process..., business controls, Internal Audit
Education
Bishop's University 1999 — 2003
BA, Econiomics
Bishop's University 1999 — 2003
Bachelor of Arts Degree, Economics/Business Administration
IBM, Hungary August 2013 - Present
IBM, Hungary September 2010 - August 2013
IBM, Hungary July 2010 - September 2010
Dint Language school September 2007 - July 2010
LB’S ACCOMMODATION GUEST HOUSE AND APARTMENTS January 2007 - July 2007
RBC Dominion Securities December 2005 - April 2006
RBC October 2005 - December 2005
ROYAL BANK OF CANADA August 2005 - October 2005
C. SEPARATE SCHOOL BOARD September 2004 - December 2004
Skills
Management, Coaching, Training, Team Building, Customer Service, Strategic Planning, Microsoft Excel, Accounting, Finance, Process Improvement, Teaching English as a..., Negotiation, Leadership, Strategy, Program Management, PowerPoint, Internal Controls, SOX 404, SOD, Microsoft Office, Social Media, Public Speaking, Human Resources, Analysis, Process Flow..., Risk Management, Teamwork, Team Leadership, Account Management, English, Business Development, Microsoft Word, Sales, Access Control..., Workplace Safety, Data Privacy, Transition Management, audit, Sarbanes-Oxley Act, Auditing, Project Management, Business Process..., business controls, Internal Audit
Education
Bishop's University 1999 — 2003
BA, Econiomics
Bishop's University 1999 — 2003
Bachelor of Arts Degree, Economics/Business Administration
Jon Finkelstein CPA, CA, CFP®, CPWA® Jon Finkelstein CPA, CA, CFP®, CPWA®'s RBC Dominion Securities Experience October 2004 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities October 2004 - Present
Crowe Soberman October 2000 - October 2004
Skills
Wealth Management, Wealth Management..., Tax, Financial Services, Mutual Funds, Investment Advisory, Investments, Strategy, High Net Worth..., Retirement Planning, Alternative Investments, Investment Management, Asset Allocation
Education
The University of Chicago Booth School of Business 2014 — 2014
Certified Private Wealth Advisor
Financial Planning Standards Council
Certified Financial Planner
Institute of Chartered Accountants of Ontario
CPA, CA
Brock University 1995 — 1999
Bachelor of Accounting (B.Acc), Accounting and Finance
RBC Dominion Securities October 2004 - Present
Crowe Soberman October 2000 - October 2004
Skills
Wealth Management, Wealth Management..., Tax, Financial Services, Mutual Funds, Investment Advisory, Investments, Strategy, High Net Worth..., Retirement Planning, Alternative Investments, Investment Management, Asset Allocation
Education
The University of Chicago Booth School of Business 2014 — 2014
Certified Private Wealth Advisor
Financial Planning Standards Council
Certified Financial Planner
Institute of Chartered Accountants of Ontario
CPA, CA
Brock University 1995 — 1999
Bachelor of Accounting (B.Acc), Accounting and Finance
Mark Gallivan, CPA, CA, CFP's RBC Dominion Securities Experience 1995 - Present
Job Vice President & Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities 1995 - Present
Skills
Certified Financial..., Investment Advice, Licensed discretionary..., Licensed Insurance..., Wealth Management...
Education
Carleton University
Bachelor of Commerce (Honours), Accounting and Finance
RBC Dominion Securities 1995 - Present
Skills
Certified Financial..., Investment Advice, Licensed discretionary..., Licensed Insurance..., Wealth Management...
Education
Carleton University
Bachelor of Commerce (Honours), Accounting and Finance
Erin Gendron, CFP Erin Gendron, CFP's RBC Dominion Securities Experience 2003 - 2005
Job Financial Planner
Industry Banking
Experience
TD Bank Financial Group September 2012 - Present
TD Bank Group November 2010 - September 2012
TD Bank Group December 2009 - November 2010
DundeeWealth Inc January 2005 - 2007
RBC Dominion Securities 2003 - 2005
Skills
Investments, Mutual Funds, Real Estate, Wealth Management, Banking, Personal Financial..., Investment Strategies, Financial Services, High Net Worth..., Relationship Management, Retirement Planning, Mortgage Lending
Education
Algonquin College of Applied Arts and Technology 2001 — 2003
Business Administration Finance
St. Lawrence College 2000 — 2001
TD Bank Financial Group September 2012 - Present
TD Bank Group November 2010 - September 2012
TD Bank Group December 2009 - November 2010
DundeeWealth Inc January 2005 - 2007
RBC Dominion Securities 2003 - 2005
Skills
Investments, Mutual Funds, Real Estate, Wealth Management, Banking, Personal Financial..., Investment Strategies, Financial Services, High Net Worth..., Relationship Management, Retirement Planning, Mortgage Lending
Education
Algonquin College of Applied Arts and Technology 2001 — 2003
Business Administration Finance
St. Lawrence College 2000 — 2001
Paula Gascoigne Paula Gascoigne's RBC Dominion Securities Experience 1996 - 1997
Job Associate at Richardson GMP Limited
Industry Investment Management
Experience
Richardson GMP Limited November 2009 - Present
Richardson Partners Financial January 2008 - November 2009
CIBC Wood Gundy October 2005 - January 2008
CIBC Wood Gundy May 2003 - October 2005
CIBC Wood Gundy January 2001 - May 2003
Merrill Lynch Canada Inc. February 1999 - January 2001
Mamma.com May 2000 - October 2000
RBC Dominion Securities 1996 - 1997
Marleau Lemire 1995 - 1997
Skills
Investments, Mutual Funds, Wealth Management, Securities, Fixed Income, Equities, Strategic Financial..., Asset Allocation, Financial Services, Risk Management, Portfolio Management, Alternative Investments, Investment Advisory, Asset Management, Investment Strategies, Financial Planning, Retirement Planning
Education
CEGEP - John Abbott College 1990 — 1993
D.E.C., Pure & Applied Scienes
V.C.H.S. 1985 — 1990
Richardson GMP Limited November 2009 - Present
Richardson Partners Financial January 2008 - November 2009
CIBC Wood Gundy October 2005 - January 2008
CIBC Wood Gundy May 2003 - October 2005
CIBC Wood Gundy January 2001 - May 2003
Merrill Lynch Canada Inc. February 1999 - January 2001
Mamma.com May 2000 - October 2000
RBC Dominion Securities 1996 - 1997
Marleau Lemire 1995 - 1997
Skills
Investments, Mutual Funds, Wealth Management, Securities, Fixed Income, Equities, Strategic Financial..., Asset Allocation, Financial Services, Risk Management, Portfolio Management, Alternative Investments, Investment Advisory, Asset Management, Investment Strategies, Financial Planning, Retirement Planning
Education
CEGEP - John Abbott College 1990 — 1993
D.E.C., Pure & Applied Scienes
V.C.H.S. 1985 — 1990
Sandra Nass's RBC Dominion Securities Experience May 2014 - Present
Job Vice President, Portfolio Manager, Wealth Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities May 2014 - Present
RBC Dominion Securities June 2000 - April 2014
Richmond Savings Credit Union February 1995 - July 2000
Skills
Investment Strategies, Portfolio Management, Retirement Planning, Asset Allocation, Strategic Financial..., Investment Advisory, Financial Advisory, Wealth Management, Estate Planning, Asset Management
Education
BCIT School of Business 1992 — 1996
Certificate in Financial Planning, Financial Planning and Services
RBC Dominion Securities May 2014 - Present
RBC Dominion Securities June 2000 - April 2014
Richmond Savings Credit Union February 1995 - July 2000
Skills
Investment Strategies, Portfolio Management, Retirement Planning, Asset Allocation, Strategic Financial..., Investment Advisory, Financial Advisory, Wealth Management, Estate Planning, Asset Management
Education
BCIT School of Business 1992 — 1996
Certificate in Financial Planning, Financial Planning and Services
John Bahen John Bahen's RBC Dominion Securities Experience 1997 - 2001
Job Vice President and Investment Advisor at TD Wealth Private Investment Advice
Industry Investment Management
Experience
TD Wealth Private Investment Advice June 2001 - Present
RBC Dominion Securities 1997 - 2001
MetLife Canada 1994 - 1997
Cameron Highlanders of Ottawa - Canadian Armed Forces 1986 - 1995
Skills
Investments, Mutual Funds, Wealth Management, Estate Planning, Wealth, Investment Strategies, ETFs, Financial Advisory, Bonds, Investment Advisory, Portfolio Management, Retirement Planning, Securities, Strategic Financial..., High Net Worth...
Education
Carleton University 1987 — 1991
TD Wealth Private Investment Advice June 2001 - Present
RBC Dominion Securities 1997 - 2001
MetLife Canada 1994 - 1997
Cameron Highlanders of Ottawa - Canadian Armed Forces 1986 - 1995
Skills
Investments, Mutual Funds, Wealth Management, Estate Planning, Wealth, Investment Strategies, ETFs, Financial Advisory, Bonds, Investment Advisory, Portfolio Management, Retirement Planning, Securities, Strategic Financial..., High Net Worth...
Education
Carleton University 1987 — 1991
Vladimir Trub's RBC Dominion Securities Experience 2007 - January 2010
Job at RBC
Industry Banking
Experience
RBC Wealth Management November 2013 - Present
Scotiabank March 2012 - November 2013
Munich Reinsurance Company of Canada August 2010 - February 2012
Scotia Capital January 2010 - July 2010
RBC Dominion Securities 2007 - January 2010
CNA January 2007 - June 2007
CarImpex 2006 - 2007
MFX Fairfax 2002 - 2005
OnX Enterprise Solutions 2000 - 2002
Skills
Agile Methodologies, Microsoft SQL Server, Visual Studio, C#, T-SQL, ASP.NET, Oracle, JavaScript, .NET, MySQL, Programming, Perl, Linux, Java, VB.NET, PL/SQL, Visual Basic, Apache, Eclipse, Java Enterprise Edition, JDBC
Education
Санкт-Петербургский Государственный Морской Технический Университет
MA, Applied Math
RBC Wealth Management November 2013 - Present
Scotiabank March 2012 - November 2013
Munich Reinsurance Company of Canada August 2010 - February 2012
Scotia Capital January 2010 - July 2010
RBC Dominion Securities 2007 - January 2010
CNA January 2007 - June 2007
CarImpex 2006 - 2007
MFX Fairfax 2002 - 2005
OnX Enterprise Solutions 2000 - 2002
Skills
Agile Methodologies, Microsoft SQL Server, Visual Studio, C#, T-SQL, ASP.NET, Oracle, JavaScript, .NET, MySQL, Programming, Perl, Linux, Java, VB.NET, PL/SQL, Visual Basic, Apache, Eclipse, Java Enterprise Edition, JDBC
Education
Санкт-Петербургский Государственный Морской Технический Университет
MA, Applied Math
Sienna Belich, CFA, CIM's RBC Dominion Securities Experience January 2010 - Present
Job Investment Advisor Associate
Industry Investment Management
Experience
RBC Dominion Securities January 2010 - Present
Cypress Capital Management Ltd April 2005 - January 2010
Skills
Equities, Investments, Investment Strategies, Wealth Management, Portfolio Management, Mutual Funds, Alternative Investments, Asset Managment, Fixed Income, Securities, Asset Allocation, Investment Advisory, Investment Management, Bonds, Wealth Management...
Education
Capilano University 2003 — 2005
BBA, Marketing
Concordia University 2001 — 2003
International Business
CFA Institute
CFA Charterholder, Finance
Canadian Securities Institute
CIM, Canadian Investment Manager
University of Guelph
RBC Dominion Securities January 2010 - Present
Cypress Capital Management Ltd April 2005 - January 2010
Skills
Equities, Investments, Investment Strategies, Wealth Management, Portfolio Management, Mutual Funds, Alternative Investments, Asset Managment, Fixed Income, Securities, Asset Allocation, Investment Advisory, Investment Management, Bonds, Wealth Management...
Education
Capilano University 2003 — 2005
BBA, Marketing
Concordia University 2001 — 2003
International Business
CFA Institute
CFA Charterholder, Finance
Canadian Securities Institute
CIM, Canadian Investment Manager
University of Guelph
Nick Edney's RBC Dominion Securities Experience September 2000 - January 2001
Job Equity Events/Special Situations at Overland Advisors
Industry Investment Management
Experience
Overland Advisors July 2013 - Present
Adar Investment Management October 2005 - May 2013
Laurel Ridge Asset Management February 2004 - September 2005
Banc of America Securities January 2001 - January 2004
RBC Dominion Securities September 2000 - January 2001
KPMG May 1996 - September 2000
Economists Incorporated August 1994 - May 1996
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Bates College 1990 — 1994
Bachelor of Arts, Economics
Brentwood School 1983 — 1990
Overland Advisors July 2013 - Present
Adar Investment Management October 2005 - May 2013
Laurel Ridge Asset Management February 2004 - September 2005
Banc of America Securities January 2001 - January 2004
RBC Dominion Securities September 2000 - January 2001
KPMG May 1996 - September 2000
Economists Incorporated August 1994 - May 1996
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Bates College 1990 — 1994
Bachelor of Arts, Economics
Brentwood School 1983 — 1990
Grace Vidal-Ribas's RBC Dominion Securities Experience 1983 - March 2015
Job Director, Senior Wealth Advisor at Scotiabank
Industry Financial Services
Experience
Scotiabank March 2015 - Present
RBC Dominion Securities 1983 - March 2015
Organization of Women in International Trade (OWIT) 2008 - 2015
Skills
Wealth Management, Investments, Management Consulting, Investment Advisory, Finance, Management, Financial Advisory, Securities, Investment Strategies, Asset Management, Estate Planning, Mutual Funds, Banking, Financial Markets, Risk Management, Wealth Management..., High Net Worth..., ETFs, Alternative Investments, Portfolio Management, Investment Management
Education
University of Ottawa / Université d'Ottawa 1979 — 1981
Honors Bachelor of Science
Acadia University 1978 — 1979
Scotiabank March 2015 - Present
RBC Dominion Securities 1983 - March 2015
Organization of Women in International Trade (OWIT) 2008 - 2015
Skills
Wealth Management, Investments, Management Consulting, Investment Advisory, Finance, Management, Financial Advisory, Securities, Investment Strategies, Asset Management, Estate Planning, Mutual Funds, Banking, Financial Markets, Risk Management, Wealth Management..., High Net Worth..., ETFs, Alternative Investments, Portfolio Management, Investment Management
Education
University of Ottawa / Université d'Ottawa 1979 — 1981
Honors Bachelor of Science
Acadia University 1978 — 1979
Eric Stodt's RBC Dominion Securities Experience April 2014 - Present
Job Vice President & Portfolio Manager
Industry Investment Management
Experience
RBC Dominion Securities April 2014 - Present
BMO Harris Private Banking 2000 - April 2014
BMO Nesbitt Burns 1997 - 2000
Skills
Wealth Management, Investments, Investment Advisory, Portfolio Management, Mutual Funds, Strategic Financial..., Wealth Management..., Investment Strategies, Investment Management, Private Banking, Retirement Planning, Asset Allocation, Wealth, Alternative Investments, Estate Planning, Securities, High Net Worth..., Bonds, ETFs
Education
Carleton University 1991 — 1995
Bachelor's Degree, Law & Political Science
RBC Dominion Securities April 2014 - Present
BMO Harris Private Banking 2000 - April 2014
BMO Nesbitt Burns 1997 - 2000
Skills
Wealth Management, Investments, Investment Advisory, Portfolio Management, Mutual Funds, Strategic Financial..., Wealth Management..., Investment Strategies, Investment Management, Private Banking, Retirement Planning, Asset Allocation, Wealth, Alternative Investments, Estate Planning, Securities, High Net Worth..., Bonds, ETFs
Education
Carleton University 1991 — 1995
Bachelor's Degree, Law & Political Science
Madeleine Rouleau, B.A., FCSI, CIM's RBC Dominion Securities Experience September 1996 - August 2002
Job Conseillère en placement/Investment Advisor
Industry Financial Services
Experience
Desjardins Securities/Valeurs mobilières Desjardins August 2002 - Present
RBC Dominion Securities September 1996 - August 2002
Skills
Investments, Wealth Management, Portfolio Management, Finance, Retirement Planning, Financial Planning, Estate Planning, Gestion de portefeuille, Planification..., Planification retraite, Planification fiscale, Planification...
Education
Bishop's University 1985 — 1987
BAdm, Finance
Université de Sherbrooke 1976 — 1979
BA, French Studies
Desjardins Securities/Valeurs mobilières Desjardins August 2002 - Present
RBC Dominion Securities September 1996 - August 2002
Skills
Investments, Wealth Management, Portfolio Management, Finance, Retirement Planning, Financial Planning, Estate Planning, Gestion de portefeuille, Planification..., Planification retraite, Planification fiscale, Planification...
Education
Bishop's University 1985 — 1987
BAdm, Finance
Université de Sherbrooke 1976 — 1979
BA, French Studies
James Raffone's RBC Dominion Securities Experience February 1994 - April 1996
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
World of Stone, Inc August 2003 - Present
Pomeroy IT Solutions August 2003 - 2005
Citigroup November 1999 - August 2003
Credit Suisse First Boston April 1996 - October 1999
RBC Dominion Securities February 1994 - April 1996
PARAGON CAPITAL March 1994 - April 1995
Education
Berkeley College 1998 — 2000
Computer Science
World of Stone, Inc August 2003 - Present
Pomeroy IT Solutions August 2003 - 2005
Citigroup November 1999 - August 2003
Credit Suisse First Boston April 1996 - October 1999
RBC Dominion Securities February 1994 - April 1996
PARAGON CAPITAL March 1994 - April 1995
Education
Berkeley College 1998 — 2000
Computer Science
Phil Doucet's RBC Dominion Securities Experience 1994 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities 1994 - Present
Aetna June 1993 - March 1994
Skills
Wealth Management, Mutual Funds, Retirement Planning, Equities, Investment Strategies, Financial Analysis, Portfolio Management, Securities, Strategic Planning, Asset Allocation, Investments, Customer Service, Investment Advisory, Financial Planning
Education
Central Connecticut State University 1989 — 1993
B.Sc, Finance
RBC Dominion Securities 1994 - Present
Aetna June 1993 - March 1994
Skills
Wealth Management, Mutual Funds, Retirement Planning, Equities, Investment Strategies, Financial Analysis, Portfolio Management, Securities, Strategic Planning, Asset Allocation, Investments, Customer Service, Investment Advisory, Financial Planning
Education
Central Connecticut State University 1989 — 1993
B.Sc, Finance
Lyudmyla Popova's RBC Dominion Securities Experience 2005 - Present
Job Senior BSA at RBC
Industry Information Technology and Services
Experience
RBC January 2005 - Present
RBC Dominion Securities 2005 - Present
Royal Bank of Canada 2002 - Present
Skills
SDLC, Bank Secrecy Act, Business Analysis, Requirements Gathering, Systems Analysis, Requirements Analysis, Agile Methodologies, Business Requirements, User Acceptance Testing
Education
Zaporizhzhya State University 1984 — 1989
RBC January 2005 - Present
RBC Dominion Securities 2005 - Present
Royal Bank of Canada 2002 - Present
Skills
SDLC, Bank Secrecy Act, Business Analysis, Requirements Gathering, Systems Analysis, Requirements Analysis, Agile Methodologies, Business Requirements, User Acceptance Testing
Education
Zaporizhzhya State University 1984 — 1989
Bobbie Driscoll's RBC Dominion Securities Experience September 1982 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities September 1982 - Present
Education
Carleton University 1975 — 1978
BA, Psychology
RBC Dominion Securities September 1982 - Present
Education
Carleton University 1975 — 1978
BA, Psychology
Reilly Latimer, CFA's RBC Dominion Securities Experience 2008 - Present
Job Wealth Management at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities 2008 - Present
Education
Carleton University
Chartered Financial Analyst Institute
York University
RBC Dominion Securities 2008 - Present
Education
Carleton University
Chartered Financial Analyst Institute
York University
Clovis Conceição's RBC Dominion Securities Experience July 2014 - February 2015
Job Investment Advisor at Scotiabank
Industry Investment Management
Experience
Scotiabank February 2015 - Present
RBC Dominion Securities July 2014 - February 2015
Royal Bank of Canada March 2008 - July 2014
Banco Safra May 2000 - February 2008
BankBoston November 1988 - April 2000
Skills
Credit Analysis, Risk Management, Portfolio Management, Banking, Private Banking, Credit, Retail Banking, Credit Risk, Wealth Management, Loans, Capital Markets, Financial Markets, Fixed Income, Investments, Mutual Funds, Private Equity, Project Finance, Trade Finance, Trading, Equities
Education
Ibmec 2003 — 2004
MBA
Centro Universitário de Brasília 1983 — 1987
B.A., Economics
Scotiabank February 2015 - Present
RBC Dominion Securities July 2014 - February 2015
Royal Bank of Canada March 2008 - July 2014
Banco Safra May 2000 - February 2008
BankBoston November 1988 - April 2000
Skills
Credit Analysis, Risk Management, Portfolio Management, Banking, Private Banking, Credit, Retail Banking, Credit Risk, Wealth Management, Loans, Capital Markets, Financial Markets, Fixed Income, Investments, Mutual Funds, Private Equity, Project Finance, Trade Finance, Trading, Equities
Education
Ibmec 2003 — 2004
MBA
Centro Universitário de Brasília 1983 — 1987
B.A., Economics
Eddie Tai's RBC Dominion Securities Experience 1996 - 1997
Job Senior Manager at Rogers Communications Inc.
Industry Telecommunications
Experience
Rogers Communications Inc. November 2009 - Present
Rogers Communications Inc. 2006 - November 2009
Rogers Communications Inc. September 2004 - November 2006
Sprint Canada March 2003 - August 2004
Canada Life September 2002 - March 2003
Sprint Canada June 2000 - August 2002
Sprint Canada March 1997 - 2000
RBC Dominion Securities 1996 - 1997
Singapore Construction Company 1994 - 1996
DHL (HK) Limited 1993 - 1994
Skills
Requirements Analysis, Integration, Business Analysis, IT Strategy, Telecommunications, Vendor Management, PMP, SDLC, Software Project..., Enterprise Architecture, Project Delivery, Solution Architecture, Unix
Education
Acadia University 1989 — 1993
Bachelor of Computer Science, Computer Science
Rogers Communications Inc. November 2009 - Present
Rogers Communications Inc. 2006 - November 2009
Rogers Communications Inc. September 2004 - November 2006
Sprint Canada March 2003 - August 2004
Canada Life September 2002 - March 2003
Sprint Canada June 2000 - August 2002
Sprint Canada March 1997 - 2000
RBC Dominion Securities 1996 - 1997
Singapore Construction Company 1994 - 1996
DHL (HK) Limited 1993 - 1994
Skills
Requirements Analysis, Integration, Business Analysis, IT Strategy, Telecommunications, Vendor Management, PMP, SDLC, Software Project..., Enterprise Architecture, Project Delivery, Solution Architecture, Unix
Education
Acadia University 1989 — 1993
Bachelor of Computer Science, Computer Science
Francois Pichette's RBC Dominion Securities Experience 1996 - 1999
Job Consultant at Technologies Proconsult
Industry Computer Software
Experience
Proconsult Technologies January 2002 - Present
Merrill Lynch 1999 - 2001
RBC Dominion Securities 1996 - 1999
Skills
SQL, ERP, Business Intelligence, Crystal Reports, Syteline ERP, Progress 4GL, Business Analysis, Databases, Project Management, Enterprise Software, Requirements Analysis, Microsoft SQL Server, Business Process..., Jetforms, Impromptu, Salesforce.com, Unix, Software Implementation, Business Process, Analysis, Windows, Database Administration, Visual Basic, Integration, Database Design, T-SQL, Cognos, IT Management, Software Development, Systems Analysis, XML, Windows Server, SSRS, .NET
Education
Concordia University 1991 — 1995
Bachelor, Economics
CEGEP - John Abbott College 1989 — 1991
DEC, Business Administration
Proconsult Technologies January 2002 - Present
Merrill Lynch 1999 - 2001
RBC Dominion Securities 1996 - 1999
Skills
SQL, ERP, Business Intelligence, Crystal Reports, Syteline ERP, Progress 4GL, Business Analysis, Databases, Project Management, Enterprise Software, Requirements Analysis, Microsoft SQL Server, Business Process..., Jetforms, Impromptu, Salesforce.com, Unix, Software Implementation, Business Process, Analysis, Windows, Database Administration, Visual Basic, Integration, Database Design, T-SQL, Cognos, IT Management, Software Development, Systems Analysis, XML, Windows Server, SSRS, .NET
Education
Concordia University 1991 — 1995
Bachelor, Economics
CEGEP - John Abbott College 1989 — 1991
DEC, Business Administration
Dan Pembleton MBA, CFA's RBC Dominion Securities Experience May 1994 - February 2001
Job Owner, Accilent Capital Management Inc.
Industry Financial Services
Experience
Accilent Capital Management Inc. February 2002 - Present
RBC Dominion Securities May 1994 - February 2001
Skills
Portfolio Management, Trading, Bonds, Money Market, Banking, Financial Risk, Investments, Alternative Investments, Asset Managment, Investment Strategies, Wealth Management, Hedge Funds, Asset Management, Investment Advisory, Asset Allocation, Capital Markets, Risk Management, Private Equity, Investment Management, Fixed Income, Equities, ETFs, Mutual Funds, Financial Markets, Equity Research, Valuation, Investment Banking
Education
CFA Institute 1995 — 1998
CFA
Richard Ivey School of Business 1992 — 1994
Master of Business Administration (M.B.A.)
Brock University 1988 — 1992
Bachelor of Arts (BA), Economics/Business
Accilent Capital Management Inc. February 2002 - Present
RBC Dominion Securities May 1994 - February 2001
Skills
Portfolio Management, Trading, Bonds, Money Market, Banking, Financial Risk, Investments, Alternative Investments, Asset Managment, Investment Strategies, Wealth Management, Hedge Funds, Asset Management, Investment Advisory, Asset Allocation, Capital Markets, Risk Management, Private Equity, Investment Management, Fixed Income, Equities, ETFs, Mutual Funds, Financial Markets, Equity Research, Valuation, Investment Banking
Education
CFA Institute 1995 — 1998
CFA
Richard Ivey School of Business 1992 — 1994
Master of Business Administration (M.B.A.)
Brock University 1988 — 1992
Bachelor of Arts (BA), Economics/Business
Christina Plumb, BA, FMA's RBC Dominion Securities Experience July 2005 - April 2011
Job Financial Associate at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy April 2011 - Present
RBC Dominion Securities July 2005 - April 2011
Skills
Asset Management, Customer Service, Equities, Investments, Strategic Planning, Wealth Management, Financial Services, Financial Planning, Retirement Planning
Education
British Columbia Institute of Technology 2003 — 2005
Financial Management
University of Washington 1996 — 2000
BA, Geography
Canadian Securities Institute
FMA
CIBC Wood Gundy April 2011 - Present
RBC Dominion Securities July 2005 - April 2011
Skills
Asset Management, Customer Service, Equities, Investments, Strategic Planning, Wealth Management, Financial Services, Financial Planning, Retirement Planning
Education
British Columbia Institute of Technology 2003 — 2005
Financial Management
University of Washington 1996 — 2000
BA, Geography
Canadian Securities Institute
FMA
Danielle Cohen's RBC Dominion Securities Experience 2004 - 2005
Job Learning Consultant at OMERS
Industry Financial Services
Experience
OMERS January 2012 - Present
OMERS September 2010 - February 2012
RBC Dexia Investor Services October 2009 - September 2010
RBC Dexia Investor Services 2007 - 2009
RBC Dexia Investor Services November 2005 - July 2007
RBC Dominion Securities 2004 - 2005
RBC Dominion Securities 2004 - 2005
Skills
Instructional Design, Facilitation, Program Management, Needs Analysis, Building Relationships, Curriculum Design, Instructor-led Training, Vendor Management, Workshop Facilitation, Change Management, Project Management, E-Learning, Leadership, Management, Training, Employee Training, Learning Management..., CRM, Coaching, Leadership Development, Facilitators, Performance Management, Organizational..., Strategy, Talent Management, Training Delivery, Captivate, Employee Engagement
Education
Carleton University 2000 — 2003
St. Francis Xavier University
Diploma, Adult Education
OMERS January 2012 - Present
OMERS September 2010 - February 2012
RBC Dexia Investor Services October 2009 - September 2010
RBC Dexia Investor Services 2007 - 2009
RBC Dexia Investor Services November 2005 - July 2007
RBC Dominion Securities 2004 - 2005
RBC Dominion Securities 2004 - 2005
Skills
Instructional Design, Facilitation, Program Management, Needs Analysis, Building Relationships, Curriculum Design, Instructor-led Training, Vendor Management, Workshop Facilitation, Change Management, Project Management, E-Learning, Leadership, Management, Training, Employee Training, Learning Management..., CRM, Coaching, Leadership Development, Facilitators, Performance Management, Organizational..., Strategy, Talent Management, Training Delivery, Captivate, Employee Engagement
Education
Carleton University 2000 — 2003
St. Francis Xavier University
Diploma, Adult Education
Clarke Boustead's RBC Dominion Securities Experience June 1997 - January 2005
Job Technical Service Analyst at RBC
Industry Information Services
Experience
RBC January 2005 - Present
RBC Dominion Securities June 1997 - January 2005
Education
Centennial College 1988 — 1988
RBC January 2005 - Present
RBC Dominion Securities June 1997 - January 2005
Education
Centennial College 1988 — 1988
Parita Sisodraker's RBC Dominion Securities Experience October 2003 - Present
Job Associate at RBC Dominion Securities
Industry Investment Banking
Experience
RBC Dominion Securities October 2003 - Present
Skills
Investments, Fixed Income, Mutual Funds, Equities, Wealth Management, Investment Advisory, Asset Allocation, Securities, Alternative Investments, Bonds, Asset Management, Client Rapport
Education
The University of British Columbia / UBC 1997 — 2000
British Columbia Institute of Technology / BCIT
RBC Dominion Securities October 2003 - Present
Skills
Investments, Fixed Income, Mutual Funds, Equities, Wealth Management, Investment Advisory, Asset Allocation, Securities, Alternative Investments, Bonds, Asset Management, Client Rapport
Education
The University of British Columbia / UBC 1997 — 2000
British Columbia Institute of Technology / BCIT
Richard Tiagi, CFA, FRM's RBC Dominion Securities Experience June 2000 - August 2000
Job SVP/Director, Risk and Capital Management
Industry Financial Services
Experience
GE Capital Capital Management / Recovery & Resolution plan auditDirector, Economic Capital, Capital ManagementScotiabankMay 2013 - February 2015
Scotiabank October 2008 - February 2015
TRIADO FINANCIAL GROUP INC. January 2008 - October 2008
HSBC June 2006 - January 2008
KCG Holdings, Inc. March 2005 - May 2006
CIBC April 2003 - March 2005
CIBC World Markets 2001 - 2005
CIBC World Markets March 2001 - April 2003
University of Toronto September 1999 - March 2001
RBC Dominion Securities June 2000 - August 2000
Skills
Derivatives, Capital Markets, Risk Management, Credit Risk, Financial Risk, Investments, Portfolio Management, Equities, Financial Services, Trading, Auditing, Internal Controls, Emerging Markets, Economics, Financial Analysis, Options, FX Options, Treasury Management, Operational Risk, Fixed Income, Hedge Funds, Investment Banking, Market Risk, Bloomberg, Treasury, Capital Management, CCAR, Economic Capital, Business Advisory
Education
University of Toronto 1999 — 2001
Masters, Economics, Risk Management & Finance
The University of Western Ontario 1998 — 1999
DHS, Economics
The University of Western Ontario 1997 — 1998
Bachelors, Economics
EU Business School 1995 — 1996
BBA, International Business School
International University 1994 — 1995
Economics & Finance
GE Capital Capital Management / Recovery & Resolution plan auditDirector, Economic Capital, Capital ManagementScotiabankMay 2013 - February 2015
Scotiabank October 2008 - February 2015
TRIADO FINANCIAL GROUP INC. January 2008 - October 2008
HSBC June 2006 - January 2008
KCG Holdings, Inc. March 2005 - May 2006
CIBC April 2003 - March 2005
CIBC World Markets 2001 - 2005
CIBC World Markets March 2001 - April 2003
University of Toronto September 1999 - March 2001
RBC Dominion Securities June 2000 - August 2000
Skills
Derivatives, Capital Markets, Risk Management, Credit Risk, Financial Risk, Investments, Portfolio Management, Equities, Financial Services, Trading, Auditing, Internal Controls, Emerging Markets, Economics, Financial Analysis, Options, FX Options, Treasury Management, Operational Risk, Fixed Income, Hedge Funds, Investment Banking, Market Risk, Bloomberg, Treasury, Capital Management, CCAR, Economic Capital, Business Advisory
Education
University of Toronto 1999 — 2001
Masters, Economics, Risk Management & Finance
The University of Western Ontario 1998 — 1999
DHS, Economics
The University of Western Ontario 1997 — 1998
Bachelors, Economics
EU Business School 1995 — 1996
BBA, International Business School
International University 1994 — 1995
Economics & Finance
Patricia Mosdell, M. Ed., FCSI, CSWP's RBC Dominion Securities Experience October 1997 - Present
Job Investment and Wealth Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities October 1997 - Present
Skills
Investment Strategies, Investment Advisory, Portfolio Management, Wealth Management, Asset Management, Retirement Planning, Mutual Funds, Investments, Strategic Financial..., Equities, Financial Advisory, Financial Modeling, Venture Capital, Business Strategy, ETFs, Asset Allocation, Wealth Management..., Entrepreneurship, Strategic Planning, High Net Worth..., Strategy, Leadership
Education
Canadian Securities Institute
CSWP, Chartered Strategic Wealth Professional
Acadia University 1995 — 1996
M. Ed.
Ryerson University 1983 — 1986
B. Tech, Applied Chemistry and Biology
RBC Dominion Securities October 1997 - Present
Skills
Investment Strategies, Investment Advisory, Portfolio Management, Wealth Management, Asset Management, Retirement Planning, Mutual Funds, Investments, Strategic Financial..., Equities, Financial Advisory, Financial Modeling, Venture Capital, Business Strategy, ETFs, Asset Allocation, Wealth Management..., Entrepreneurship, Strategic Planning, High Net Worth..., Strategy, Leadership
Education
Canadian Securities Institute
CSWP, Chartered Strategic Wealth Professional
Acadia University 1995 — 1996
M. Ed.
Ryerson University 1983 — 1986
B. Tech, Applied Chemistry and Biology
Douglas Haydock's RBC Dominion Securities Experience 1992 - 2005
Job President & Chief Executive Officer. at Legacy Partners Wealth Strategies Inc.
Industry Investment Management
Experience
Legacy Partners Wealth Strategies Inc. June 2008 - Present
Wellington West Capital Inc. 2005 - 2008
RBC Dominion Securities 1992 - 2005
Skills
Wealth Management, Investments, Investment Advisory, Asset Managment, Portfolio Management, Mutual Funds, Investment Strategies, Securities, Retirement Planning, Asset Allocation, Strategic Financial..., Alternative Investments, Equities, High Net Worth..., Wealth, Investment Management, Risk Management, Estate Planning, Fixed Income, ETFs, Hedge Funds, Capital Markets, Retirement, Financial Advisory, Asset Management, Bonds
Education
McGill University 1976 — 1979
BA, History, Political Science.
CEGEP - John Abbott College 1973 — 1974
Graduated, History, Political Science, Economics, English.
Champlain Regional College/Bishop's University 1972 — 1972
CEGEP, Humanities.
Legacy Partners Wealth Strategies Inc. June 2008 - Present
Wellington West Capital Inc. 2005 - 2008
RBC Dominion Securities 1992 - 2005
Skills
Wealth Management, Investments, Investment Advisory, Asset Managment, Portfolio Management, Mutual Funds, Investment Strategies, Securities, Retirement Planning, Asset Allocation, Strategic Financial..., Alternative Investments, Equities, High Net Worth..., Wealth, Investment Management, Risk Management, Estate Planning, Fixed Income, ETFs, Hedge Funds, Capital Markets, Retirement, Financial Advisory, Asset Management, Bonds
Education
McGill University 1976 — 1979
BA, History, Political Science.
CEGEP - John Abbott College 1973 — 1974
Graduated, History, Political Science, Economics, English.
Champlain Regional College/Bishop's University 1972 — 1972
CEGEP, Humanities.
Bobby McBride, MBA's RBC Dominion Securities Experience May 2013 - Present
Job at
Industry Investment Management
Experience
RBC Dominion Securities May 2013 - Present
RBC Dominion Securities June 2012 - May 2013
Coca-Cola Refreshments September 2011 - June 2012
Coca-Cola June 2010 - September 2011
United States Commercial Service September 2009 - December 2009
Skills
Market Research, Account Management, Sales, Marketing Strategy, IRI, Shopper Marketing, Sales Management, New Business Development, Trade Marketing, Marketing Communications, Leadership
Education
Carleton University 2007 — 2009
MBA, Change Management
Saint Mary's University 2003 — 2007
Commerce, Finance
RBC Dominion Securities May 2013 - Present
RBC Dominion Securities June 2012 - May 2013
Coca-Cola Refreshments September 2011 - June 2012
Coca-Cola June 2010 - September 2011
United States Commercial Service September 2009 - December 2009
Skills
Market Research, Account Management, Sales, Marketing Strategy, IRI, Shopper Marketing, Sales Management, New Business Development, Trade Marketing, Marketing Communications, Leadership
Education
Carleton University 2007 — 2009
MBA, Change Management
Saint Mary's University 2003 — 2007
Commerce, Finance
Raymond Sam's RBC Dominion Securities Experience July 2005 - September 2005
Job Student at Carleton University
Industry Accounting
Experience
Epitome Pictures Inc March 2010 - Present
Welch LLP January 2008 - August 2008
Defence Research and Development January 2007 - May 2007
Compass Group May 2006 - August 2006
RBC Dominion Securities July 2005 - September 2005
Compass Group July 2003 - August 2005
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Internal Audit, Microsoft Excel, SAP, Budgets, GAAP, Tax, Microsoft Office, Project Management, Analysis, Customer Service, Variance Analysis, Account Reconciliation, Bank Reconciliation, Annual Reports, Accounts Receivable, Accounts Payable, Remittance Processing
Education
Carleton University 2004 — 2009
Bachelor of Commerce Honours, Accounting
Epitome Pictures Inc March 2010 - Present
Welch LLP January 2008 - August 2008
Defence Research and Development January 2007 - May 2007
Compass Group May 2006 - August 2006
RBC Dominion Securities July 2005 - September 2005
Compass Group July 2003 - August 2005
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, Internal Audit, Microsoft Excel, SAP, Budgets, GAAP, Tax, Microsoft Office, Project Management, Analysis, Customer Service, Variance Analysis, Account Reconciliation, Bank Reconciliation, Annual Reports, Accounts Receivable, Accounts Payable, Remittance Processing
Education
Carleton University 2004 — 2009
Bachelor of Commerce Honours, Accounting
Dragan Popovic's RBC Dominion Securities Experience September 1995 - January 1998
Job VP, Information Systems at Trisura Guarantee Insurance Company
Industry Insurance
Experience
Trisura Guarantee Insurance Company April 2006 - Present
Travelers Guarantee Company of Canada January 1998 - April 2006
RBC Dominion Securities September 1995 - January 1998
Education
Univerzitet u Nišu 1985 — 1990
B.Sc., Computer Science
Trisura Guarantee Insurance Company April 2006 - Present
Travelers Guarantee Company of Canada January 1998 - April 2006
RBC Dominion Securities September 1995 - January 1998
Education
Univerzitet u Nišu 1985 — 1990
B.Sc., Computer Science
Sharon Andruszko's RBC Dominion Securities Experience November 1996 - November 2003
Job Associate Investment Advisor at TDW Private Investment Advice
Industry Investment Management
Experience
TDW Private Investment Advice November 2003 - Present
RBC Dominion Securities November 1996 - November 2003
RBC November 1985 - November 1996
Education
Canadian Securities Institute 2004 — 2005
Wealth Management Techniques - FMA Designation
FSCO Insurance Agent Licence 1998 — 1999
FSCO Insurance Agent Licence
Canadian Securities Institute 1996 — 1997
Canadian Securities Course
Centennial College 1980 — 1982
Business Administration and Management, General
TDW Private Investment Advice November 2003 - Present
RBC Dominion Securities November 1996 - November 2003
RBC November 1985 - November 1996
Education
Canadian Securities Institute 2004 — 2005
Wealth Management Techniques - FMA Designation
FSCO Insurance Agent Licence 1998 — 1999
FSCO Insurance Agent Licence
Canadian Securities Institute 1996 — 1997
Canadian Securities Course
Centennial College 1980 — 1982
Business Administration and Management, General
Alex Philips CFP, CFA's RBC Dominion Securities Experience February 2008 - Present
Job Vice President & Branch Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities February 2008 - Present
Skills
Wealth Management, Health Insurance, Investment Strategies, Investments, Wealth, Portfolio Management, Mutual Funds, Retirement Planning, Asset Allocation, High Net Worth..., Investment Advisory, Wealth Management..., Securities, Financial Advisory, Asset Management, Financial Planning, Strategic Financial...
Education
Carleton University 1976 — 1980
BA, Economics & Law
RBC Dominion Securities February 2008 - Present
Skills
Wealth Management, Health Insurance, Investment Strategies, Investments, Wealth, Portfolio Management, Mutual Funds, Retirement Planning, Asset Allocation, High Net Worth..., Investment Advisory, Wealth Management..., Securities, Financial Advisory, Asset Management, Financial Planning, Strategic Financial...
Education
Carleton University 1976 — 1980
BA, Economics & Law
Haider Hussain's RBC Dominion Securities Experience August 1996 - December 2009
Job at Fidelity Clearing Canada
Industry Investment Management
Experience
Fidelity Clearing Canada January 2010 - Present
RBC Dominion Securities August 1996 - December 2009
RBC Dominion Securities August 1996 - December 2009
Skills
Financial Risk, Credit Risk, Trading
Education
Bishop's University 1983 — 1987
B.Sc., Natural Sciences
Fidelity Clearing Canada January 2010 - Present
RBC Dominion Securities August 1996 - December 2009
RBC Dominion Securities August 1996 - December 2009
Skills
Financial Risk, Credit Risk, Trading
Education
Bishop's University 1983 — 1987
B.Sc., Natural Sciences
Antonia D. Petropoulos's RBC Dominion Securities Experience 1998 - 1999
Job Financial Services & Health Professional
Industry Financial Services
Experience
International Financial Data Services Canada October 2013 - May 2014
CI Investments Inc. January 2000 - July 2013
CI Ivestments 2000 - 2005
RBC DOMINION SECURITIES 1998 - 1999
National Bank TRUST February 1996 - June 1996
Skills
Mutual Funds, Financial Planning, Investments, Segregated Funds, Excel, Microsoft Office, Word, Outlook, Financial Reporting, Microsoft Excel, Microsoft Word, Customer Service, Account Management, Deadline Oriented, Interpersonal Skill, Communication Skills, Technical Skillset, Team-oriented, Adaptable to Changes, Employee Training, Technical Training, Teacher Training, Lesson Planning, Creative Arts, Dance Education, Elementary Education, Music Education, Event Management
Education
Ryerson University
Human Resources, Finance and Human Resources
Centennial College
Financial Services, Finance
CHRISTOU GREEK SCHOOL
International Financial Data Services Canada October 2013 - May 2014
CI Investments Inc. January 2000 - July 2013
CI Ivestments 2000 - 2005
RBC DOMINION SECURITIES 1998 - 1999
National Bank TRUST February 1996 - June 1996
Skills
Mutual Funds, Financial Planning, Investments, Segregated Funds, Excel, Microsoft Office, Word, Outlook, Financial Reporting, Microsoft Excel, Microsoft Word, Customer Service, Account Management, Deadline Oriented, Interpersonal Skill, Communication Skills, Technical Skillset, Team-oriented, Adaptable to Changes, Employee Training, Technical Training, Teacher Training, Lesson Planning, Creative Arts, Dance Education, Elementary Education, Music Education, Event Management
Education
Ryerson University
Human Resources, Finance and Human Resources
Centennial College
Financial Services, Finance
CHRISTOU GREEK SCHOOL
William Bach's RBC Dominion Securities Experience March 2013 - Present
Job Associate Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities March 2013 - Present
Investors Group September 2010 - February 2013
Skills
Wealth Management, Estate Planning, Retirement Planning, Investment Strategies, Banking, Strategic Financial..., Financial Services, Insurance, Economics, Financial Analysis, Financial Modeling
Education
British Columbia Institute of Technology 2008 — 2010
Financial Management, Finance
Financial Planning Standards Council 2014 — 2015
Certified Financial Planner (CFP) Designation
Canadian Securities Institute 2014 — 2015
Chartered Investment Manager (CIM) Designation
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
Wealth Management Essentials
RBC Dominion Securities March 2013 - Present
Investors Group September 2010 - February 2013
Skills
Wealth Management, Estate Planning, Retirement Planning, Investment Strategies, Banking, Strategic Financial..., Financial Services, Insurance, Economics, Financial Analysis, Financial Modeling
Education
British Columbia Institute of Technology 2008 — 2010
Financial Management, Finance
Financial Planning Standards Council 2014 — 2015
Certified Financial Planner (CFP) Designation
Canadian Securities Institute 2014 — 2015
Chartered Investment Manager (CIM) Designation
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
Wealth Management Essentials
Gary Boivin's RBC Dominion Securities Experience February 2014 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Banking
Experience
RBC Dominion Securities February 2014 - Present
CIBC December 2000 - January 2014
Skills
Portfolio Management, Wealth Management, Investment Advisory, Mutual Funds, Retirement Planning, Strategic Financial..., Banking, Mortgage Lending, Credit Analysis, Commercial Banking, Financial Analysis, Financial Advisory, Residential Mortgages, Risk Management, Fixed Income, Financial Planning
Education
BCIT School of Business 1997 — 2000
Financial Management
RBC Dominion Securities February 2014 - Present
CIBC December 2000 - January 2014
Skills
Portfolio Management, Wealth Management, Investment Advisory, Mutual Funds, Retirement Planning, Strategic Financial..., Banking, Mortgage Lending, Credit Analysis, Commercial Banking, Financial Analysis, Financial Advisory, Residential Mortgages, Risk Management, Fixed Income, Financial Planning
Education
BCIT School of Business 1997 — 2000
Financial Management
Scott Hayman's RBC Dominion Securities Experience 1991 - 1997
Job President at Northwood Family Office
Industry Financial Services
Experience
Northwood Family Office February 2003 - Present
Scotia McLeod 1997 - 2001
RBC Dominion Securities 1991 - 1997
Skills
Portfolio Management, Personal Financial..., Financial Analysis, Financial Goals, Investments, Financial Modeling, Asset Managment, Wealth Management, Asset Management, Finance, Wealth Management...
Education
Brock University 1983 — 1987
Bachelor of Business Administration (B.B.A.), Accounting
Northwood Family Office February 2003 - Present
Scotia McLeod 1997 - 2001
RBC Dominion Securities 1991 - 1997
Skills
Portfolio Management, Personal Financial..., Financial Analysis, Financial Goals, Investments, Financial Modeling, Asset Managment, Wealth Management, Asset Management, Finance, Wealth Management...
Education
Brock University 1983 — 1987
Bachelor of Business Administration (B.B.A.), Accounting
Dax Naples's RBC Dominion Securities Experience April 2013 - Present
Job Associate Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities April 2013 - Present
Canaccord Financial January 2012 - April 2013
CIBC Wood Gundy January 2011 - December 2011
Education
The University of British Columbia 2008 — 2009
Diploma, Accounting
Royal Roads University 2003 — 2005
Bachelor's, Commerce
British Columbia Institute of Technology 1999 — 2001
Diploma, Marketing Management
RBC Dominion Securities April 2013 - Present
Canaccord Financial January 2012 - April 2013
CIBC Wood Gundy January 2011 - December 2011
Education
The University of British Columbia 2008 — 2009
Diploma, Accounting
Royal Roads University 2003 — 2005
Bachelor's, Commerce
British Columbia Institute of Technology 1999 — 2001
Diploma, Marketing Management
Brian Hatfield, DMS,CIM's RBC Dominion Securities Experience June 2006 - February 2014
Job Manager Option Clearing North American Securities Operations at RBC Capital Markets
Industry Investment Management
Experience
RBC Capital Markets March 2014 - Present
RBC Dominion Securities June 2006 - February 2014
RBC Dominion Securities February 2004 - June 2006
BPT Components and Parts November 1996 - July 2003
Cambrian Foundation January 1995 - June 1995
Skills
CIM, DMS, FCSI, Investment Strategies, Document Management, Investment Management, ETFs, Equities, Relationship Management, Options, Securities, Capital Markets, Trading, Fixed Income, Derivatives, Bloomberg
Education
Cambrian College 1992 — 1995
Accounting
RBC Capital Markets March 2014 - Present
RBC Dominion Securities June 2006 - February 2014
RBC Dominion Securities February 2004 - June 2006
BPT Components and Parts November 1996 - July 2003
Cambrian Foundation January 1995 - June 1995
Skills
CIM, DMS, FCSI, Investment Strategies, Document Management, Investment Management, ETFs, Equities, Relationship Management, Options, Securities, Capital Markets, Trading, Fixed Income, Derivatives, Bloomberg
Education
Cambrian College 1992 — 1995
Accounting
Francis Ligon's RBC Dominion Securities Experience 1999 - 2004
Job Investment Advisor at Richardson GMP Limited
Industry Investment Management
Experience
Richardson GMP Limited 2005 - January 2015
RBC Dominion Securities 1999 - 2004
Education
Brock University
Richardson GMP Limited 2005 - January 2015
RBC Dominion Securities 1999 - 2004
Education
Brock University
Frank Hracs's RBC Dominion Securities Experience 1988 - 1996
Job Canadian Mutual Fund Analyst/Credo Consulting
Industry Financial Services
Experience
Canadian Mutual Fund Analyst/Credo Consulting 2003 - Present
TD Securities 1998 - 2001
First Quartile Economics 1996 - 1998
RBC Dominion Securities 1988 - 1996
Coopers & Lybrand Consulting 1984 - 1986
Coopers & Lybrand Consulting 1984 - 1986
McLeod Young Weir 1980 - 1984
ScotiaBank 1978 - 1980
Skills
Mutual Funds, Investments, Strategy, Portfolio Management, Fixed Income, Wealth Management, Investment Strategies, Econometrics, Economics, Equities, Asset Allocation, Bloomberg, Capital Markets, Alternative Investments, Securities, Financial Markets
Education
University of Guelph 1976 — 1977
MA, Economics
Brock University 1972 — 1976
Honours BA, Economics
Eastdale
Welland High
Canadian Mutual Fund Analyst/Credo Consulting 2003 - Present
TD Securities 1998 - 2001
First Quartile Economics 1996 - 1998
RBC Dominion Securities 1988 - 1996
Coopers & Lybrand Consulting 1984 - 1986
Coopers & Lybrand Consulting 1984 - 1986
McLeod Young Weir 1980 - 1984
ScotiaBank 1978 - 1980
Skills
Mutual Funds, Investments, Strategy, Portfolio Management, Fixed Income, Wealth Management, Investment Strategies, Econometrics, Economics, Equities, Asset Allocation, Bloomberg, Capital Markets, Alternative Investments, Securities, Financial Markets
Education
University of Guelph 1976 — 1977
MA, Economics
Brock University 1972 — 1976
Honours BA, Economics
Eastdale
Welland High
Robert Meade's RBC Dominion Securities Experience January 2012 - Present
Job Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities January 2012 - Present
TD Waterhouse January 1995 - January 2012
Skills
Investments, Wealth Management, Portfolio Management, Investment Strategies, Mutual Funds, Equities, Asset Allocation, Investment Advisory, Fixed Income, Asset Management, Alternative Investments, Investment Management, Bonds, Retirement Planning, Estate Planning
Education
St Mary's University 1986 — 1991
Finance
CEGEP - John Abbott College
CEGEP - John Abbott College
RBC Dominion Securities January 2012 - Present
TD Waterhouse January 1995 - January 2012
Skills
Investments, Wealth Management, Portfolio Management, Investment Strategies, Mutual Funds, Equities, Asset Allocation, Investment Advisory, Fixed Income, Asset Management, Alternative Investments, Investment Management, Bonds, Retirement Planning, Estate Planning
Education
St Mary's University 1986 — 1991
Finance
CEGEP - John Abbott College
CEGEP - John Abbott College
Jon Bentley's RBC Dominion Securities Experience July 1998 - June 2014
Job Vice President Branch Manager at TD Wealth Management
Industry Investment Management
Experience
TD Wealth Management July 2014 - Present
RBC Dominion Securities July 1998 - June 2014
Skills
Investment Strategies, Portfolio Management, Wealth Management, Mutual Funds, Asset Allocation, Investments, Financial Planning, Investment Advisory, Retirement Planning, Asset Management
Education
Carleton University 1986 — 1990
Honours BA, Economics Politcal Science
TD Wealth Management July 2014 - Present
RBC Dominion Securities July 1998 - June 2014
Skills
Investment Strategies, Portfolio Management, Wealth Management, Mutual Funds, Asset Allocation, Investments, Financial Planning, Investment Advisory, Retirement Planning, Asset Management
Education
Carleton University 1986 — 1990
Honours BA, Economics Politcal Science
Joseph P. Berdy, MBA, CGA's RBC Dominion Securities Experience July 2012 - November 2013
Job Investment Advisor at RBC Dominion Securities
Industry Financial Services
Experience
Retired November 2013 - Present
RBC Dominion Securities July 2012 - November 2013
Meridian Lightweight Technologies Inc. August 2011 - May 2012
Kaiser Aluminum December 2007 - August 2011
J. P. Berdy September 2004 - December 2007
Emco Limited December 1999 - August 2004
Emco Limited December 1994 - December 1999
Emco Limited December 1989 - December 1994
TD Bank Group June 1987 - December 1989
Skills
Certified General..., Accounting, Process Improvement, Strategic Planning, Budgets, Change Management, Leadership, Management, Business Strategy, Finance, Team Building, Executive Management, Financial Reporting, Cash Management, Banking, Financial Analysis, ERP, Strategic Financial..., Investments
Education
University of Windsor 1988 — 1989
MBA, Finance & Strategic Planning
Brock University 1986 — 1987
Business Administration, Accounting
Retired November 2013 - Present
RBC Dominion Securities July 2012 - November 2013
Meridian Lightweight Technologies Inc. August 2011 - May 2012
Kaiser Aluminum December 2007 - August 2011
J. P. Berdy September 2004 - December 2007
Emco Limited December 1999 - August 2004
Emco Limited December 1994 - December 1999
Emco Limited December 1989 - December 1994
TD Bank Group June 1987 - December 1989
Skills
Certified General..., Accounting, Process Improvement, Strategic Planning, Budgets, Change Management, Leadership, Management, Business Strategy, Finance, Team Building, Executive Management, Financial Reporting, Cash Management, Banking, Financial Analysis, ERP, Strategic Financial..., Investments
Education
University of Windsor 1988 — 1989
MBA, Finance & Strategic Planning
Brock University 1986 — 1987
Business Administration, Accounting
Joy Pratt's RBC Dominion Securities Experience January 2012 - Present
Job Associate Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities January 2012 - Present
TD Waterhouse Private Investment Advice April 2006 - January 2012
ScotiaMcLeod 2005 - 2006
RBC Insurance January 2005 - 2005
Skills
Strong Client Connection, Client Service, Problem Solving
Education
Atlantic Union College 1985 — 1990
B.Sc., Elementary Education
RBC Dominion Securities January 2012 - Present
TD Waterhouse Private Investment Advice April 2006 - January 2012
ScotiaMcLeod 2005 - 2006
RBC Insurance January 2005 - 2005
Skills
Strong Client Connection, Client Service, Problem Solving
Education
Atlantic Union College 1985 — 1990
B.Sc., Elementary Education
Jonathon L'Abbee's RBC Dominion Securities Experience January 2003 - January 2005
Job Investment Associate at Coast Capital Savings
Industry Banking
Experience
Coast Capital Savings Credit Union 2006 - Present
Coast Capital Savings January 2005 - Present
RBC Dominion Securities January 2003 - January 2005
Skills
Finance, Mutual Funds, Wealth Management, Leadership, Customer Service, Retail Banking, Portfolio Management, Management, Relationship Management, Banking, Financial Analysis, Mortgage Lending, Financial Services, Investment Advisory, Strategic Financial..., Retirement Planning, Commercial Lending, Credit Risk, Risk Management
Education
Kwantlen Polytechnic University 2007 — 2011
Undergraduate, Finance
British Columbia Institute of Technology 2005 — 2007
Diploma, Broadcast Communications
Coast Capital Savings Credit Union 2006 - Present
Coast Capital Savings January 2005 - Present
RBC Dominion Securities January 2003 - January 2005
Skills
Finance, Mutual Funds, Wealth Management, Leadership, Customer Service, Retail Banking, Portfolio Management, Management, Relationship Management, Banking, Financial Analysis, Mortgage Lending, Financial Services, Investment Advisory, Strategic Financial..., Retirement Planning, Commercial Lending, Credit Risk, Risk Management
Education
Kwantlen Polytechnic University 2007 — 2011
Undergraduate, Finance
British Columbia Institute of Technology 2005 — 2007
Diploma, Broadcast Communications
Diana Guertin's RBC Dominion Securities Experience 1989 - 2010
Job Trust Associate at MD Private Trust
Industry Financial Services
Experience
MD Financial Management Gestion financière MD November 2012 - Present
RBC Dominion Securities 1989 - 2010
Skills
Asset Allocation, Customer Service, Training, Marketing Strategy, Sales, Microsoft Office, Wealth Management, High Net Worth..., Finance, Investments, Analysis, Public Speaking, Mutual Funds, Retirement Planning, Estate Administration
Education
Algonquin College of Applied Arts and Technology 1986 — 1988
Business Administration, Finance
Midland Ave Collegiate
MD Financial Management Gestion financière MD November 2012 - Present
RBC Dominion Securities 1989 - 2010
Skills
Asset Allocation, Customer Service, Training, Marketing Strategy, Sales, Microsoft Office, Wealth Management, High Net Worth..., Finance, Investments, Analysis, Public Speaking, Mutual Funds, Retirement Planning, Estate Administration
Education
Algonquin College of Applied Arts and Technology 1986 — 1988
Business Administration, Finance
Midland Ave Collegiate
Angela Pilatan's RBC Dominion Securities Experience August 2000 - June 2004
Job Manager, Canadian Benefit Operation & Vendor Management at RBC
Industry Banking
Experience
RBC January 2014 - Present
RBC Royal Bank May 2008 - January 2014
RBC May 2007 - April 2008
RBC July 2004 - April 2007
RBC Dominion Securities August 2000 - June 2004
Education
West Visayas State University
Bachelor in Secondary Education (BSEd), Social Sciences
RBC January 2014 - Present
RBC Royal Bank May 2008 - January 2014
RBC May 2007 - April 2008
RBC July 2004 - April 2007
RBC Dominion Securities August 2000 - June 2004
Education
West Visayas State University
Bachelor in Secondary Education (BSEd), Social Sciences
Annabelle St-Pierre Archambault's RBC Dominion Securities Experience July 2014 - Present
Job Associate at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities July 2014 - Present
Parti Liberal du Canada (Quebec) June 2012 - May 2014
RBC Dominion Securities February 2013 - March 2014
RBC Dominion Securities September 2009 - February 2013
Concordia University September 2009 - December 2012
Liberal Party of Canada March 2011 - May 2011
Skills
Social Media, Bilingual, Microsoft Office, Team Leadership, Public Relations, Social Networking, Quick Learner, Current Affairs, Fluent English, French, Team Worker, Take Initiative, Verbal Communication..., Work Ethic, Translation, Teamwork, Leadership, Marketing Communications, English, Strategic Communications, Communication Training, Research, Public Speaking, Event Planning, Politics
Education
Concordia University 2009 — 2013
Bachelor of Commerce (B.Com.), International Business
CEGEP - John Abbott College 2007 — 2009
DEC, Honors Commerce
Villa Sainte-Marcelline 1995 — 2007
RBC Dominion Securities July 2014 - Present
Parti Liberal du Canada (Quebec) June 2012 - May 2014
RBC Dominion Securities February 2013 - March 2014
RBC Dominion Securities September 2009 - February 2013
Concordia University September 2009 - December 2012
Liberal Party of Canada March 2011 - May 2011
Skills
Social Media, Bilingual, Microsoft Office, Team Leadership, Public Relations, Social Networking, Quick Learner, Current Affairs, Fluent English, French, Team Worker, Take Initiative, Verbal Communication..., Work Ethic, Translation, Teamwork, Leadership, Marketing Communications, English, Strategic Communications, Communication Training, Research, Public Speaking, Event Planning, Politics
Education
Concordia University 2009 — 2013
Bachelor of Commerce (B.Com.), International Business
CEGEP - John Abbott College 2007 — 2009
DEC, Honors Commerce
Villa Sainte-Marcelline 1995 — 2007
Mirco Schroff's RBC Dominion Securities Experience June 2008 - February 2009
Job Technical Performance Manager at Whitby Iroquois Soccer Club
Industry Sports
Experience
Whitby Iroquois Soccer Club April 2015 - Present
York Region Soccer Association June 2013 - Present
Whitby Iroquois Soccer Club December 2009 - May 2013
RBC Dominion Securities June 2008 - February 2009
Stuttgarter Volksbank AG October 2004 - June 2007
Skills
Teaching Skills, Education, Coaching Staff, Soccer, Training, Coaching, Sports Management, Leadership Development, Public Speaking, Team Building, Microsoft Office, Nonprofits, Investments, Scouting, Financial Analysis, Staff Development
Education
Berufsakademie Stuttgart 2001 — 2004
Bachelor of Business Administration, Accounting, Taxation and Auditing
Berufschule I Stuttgart 1999 — 2001
Investment Professional Degree, Banking
Whitby Iroquois Soccer Club April 2015 - Present
York Region Soccer Association June 2013 - Present
Whitby Iroquois Soccer Club December 2009 - May 2013
RBC Dominion Securities June 2008 - February 2009
Stuttgarter Volksbank AG October 2004 - June 2007
Skills
Teaching Skills, Education, Coaching Staff, Soccer, Training, Coaching, Sports Management, Leadership Development, Public Speaking, Team Building, Microsoft Office, Nonprofits, Investments, Scouting, Financial Analysis, Staff Development
Education
Berufsakademie Stuttgart 2001 — 2004
Bachelor of Business Administration, Accounting, Taxation and Auditing
Berufschule I Stuttgart 1999 — 2001
Investment Professional Degree, Banking
Brian Chilvers's RBC Dominion Securities Experience December 2011 - Present
Job Marketing Assistant RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities December 2011 - Present
PSHCP Administration Authority January 2005 - August 2011
Mercer June 1994 - December 2004
Education
Bishop's University
Bachelor of Business Administration (BBA), Economics
Certified Employee Benefit Specialist (CEBS)
RBC Dominion Securities December 2011 - Present
PSHCP Administration Authority January 2005 - August 2011
Mercer June 1994 - December 2004
Education
Bishop's University
Bachelor of Business Administration (BBA), Economics
Certified Employee Benefit Specialist (CEBS)
Brian K Chiu, CPA, CA's RBC Dominion Securities Experience 2002 - 2005
Job Financial Services
Industry Banking
Experience
Royal Bank of Scotland NV (Canada Branch) 2011 - 2011
Ontario Secruities Commission 2007 - 2010
Macquarie Capital Funds Canada Ltd. 2005 - 2007
RBC Dominion Securities 2002 - 2005
PriceWaterhouseCoopers LLP 2000 - 2002
Skills
Due Diligence, Financial Audits, Financial Modeling, Financial Analysis, Compliance, Financial Reporting
Education
Brock University
Bachelor of Accounting
Queen's University
Electrical Engineering
Royal Bank of Scotland NV (Canada Branch) 2011 - 2011
Ontario Secruities Commission 2007 - 2010
Macquarie Capital Funds Canada Ltd. 2005 - 2007
RBC Dominion Securities 2002 - 2005
PriceWaterhouseCoopers LLP 2000 - 2002
Skills
Due Diligence, Financial Audits, Financial Modeling, Financial Analysis, Compliance, Financial Reporting
Education
Brock University
Bachelor of Accounting
Queen's University
Electrical Engineering
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY