RBC Dominion Securities

Industry: Company

Description

Founded: 1987 Parent organization: RBC Dominion Securities Subsidiaries: RBC Alternative Assets, Inc.,

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929 RBC Dominion Securities employees in database. Find out everything there's to know about RBC Dominion Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

RBC Dominion Securities Employees

Employee
Years
Job
Industry
Stephen Bonnyman Stephen Bonnyman Toronto, Canada Area Details
Stephen Bonnyman's RBC Dominion Securities Experience June 1994 - July 1997
Job Associate Portfolio Manager at AGF Investments
Industry Investment Management
Experience
AGF Investments  May 2013 - Present
BMO Capital Markets  February 2012 - Present
UBS Global Asset Management  March 2010 - November 2011
McLean Budden  September 2007 - February 2010
CIBC World Markets  August 1997 - July 2006
RBC Dominion Securities   June 1994 - July 1997

Skills
Equities, Portfolio Management, Equity Research, Bloomberg, Asset Managment, Valuation, Investments, Wealth Management, Fixed Income, Investment Strategies, Capital Markets, Mutual Funds, Financial Modeling, Securities, Financial Analysis, Asset Management, Investment Management, Hedge Funds, Commodity

Education
AIMR
Chartered Financial Analyst

Dalhousie University   1987 — 1989
MBA, Finance and International Business

McMaster University   1980 — 1985
BSc, Geology

Alyssa Machin Alyssa Machin Toronto, Canada Area Details
Alyssa Machin's RBC Dominion Securities Experience July 2008 - September 2009
Job HR Coordinator, Advisory Services at CBRE Canada
Industry Human Resources
Experience
CBRE Canada  February 2015 - Present
CBRE Canada  May 2014 - February 2015
CBRE Canada  April 2013 - May 2014
Wooden Sticks Golf  August 2010 - April 2014
CBRE in conjunction with Goldman Sachs   May 2011 - April 2013
RBC Dominion Securities   July 2008 - September 2009
RBC Dominion Securities   May 2007 - September 2007

Skills
Human Resources, New Hire Orientations, Teamwork, People Skills, Customer Service, Vendor Relationships, Microsoft Office, Communication, Organization, Employee Training, Training Delivery

Education
University of Guelph   2005 — 2009
Bachelor of Commerce, Human Resources Management

Edith Cowan University   2008 — 2008
Bachelor of Commerce (B.Com.), Human Resources Management

Port Perry High School

Maria Spanakis, CIM® Maria Spanakis, CIM® Montreal, Canada Area Details
Maria Spanakis, CIM®'s RBC Dominion Securities Experience 1996 - 1999
Job Investment Advisor | Portfolio Manager @ 3Macs
Industry Investment Management
Experience
3Macs  2005 - Present
3Macs  1999 - 2005
RBC Dominion Securities   1996 - 1999
Richardson Greenshields  1994 - 1996

Skills
Do Women Get a Raw Deal..., Portfolio Management, Fixed Income, Finance, Investments, women & money, fee-based investing, investment advice, Wealth Management, investing, mutual funds, securities, stocks, bonds, ETFs, dividend investment, discretionary portfolio..., Asset Management, Investment Strategies, Tax-advantaged..., Investment Advisory, Risk Management, Wealth, Wealth Accumulation, Wealth Preservation..., Wealth Accumulation..., Financial Advisory, Asset Allocation, Equities, Wealth Management..., demystifying investing, Mutual Funds

Education
Concordia University   1990 — 1993
Bachelor of Commerce (B.Com.), Finance, General

McGill University
Certificate, International Business

Philip Randall Philip Randall Toronto, Canada Area Details
Philip Randall's RBC Dominion Securities Experience January 2003 - May 2003
Job Business Development Manager at Butterfly Business Products
Industry Banking
Experience
Butterfly Business Products   August 2015 - Present
Thought World Pty Ltd   April 2013 - March 2014
Torpedo Rays   October 2010 - August 2011
Tipping Point Clothing   September 2008 - August 2010
RBC  June 2006 - December 2009
RBC Dominion Securities   January 2003 - May 2003

Skills
Sales, Time Management, Microsoft Office, Microsoft Excel, Teamwork, PowerPoint, Business Development, Networking, Banking, Management, New Business Development

Education
Dalhousie University   2006 — 2011
Bachelor of Arts, Economics with a minor in Business

Dalhousie University   2010 — 2010
Entrepreneurship Certificate, Entrepreneurship/Entrepreneurial Studies

Berthold Benoit M.B.A. | Financial services Berthold Benoit M.B.A. | Financial services Montreal, Canada Area Details
Berthold Benoit M.B.A. | Financial services's RBC Dominion Securities Experience 1986 - 1988
Job Conseiller par intérim, Tarification stratégique / Acting advisor Strategic pricing / at Desjardins
Industry Banking
Experience
Desjardins  November 2013 - Present
Desjardins  February 2013 - November 2013
Mouvement des Caisses Desjardins  November 2006 - January 2013
DBM  August 2006 - November 2006
Sears Canada  October 1994 - July 2006
HEC Montréal  1992 - 1994
Royal LePage  1990 - 1992
Brault Guy O'Brien Inc   1988 - 1990
RBC Dominion Securities   1986 - 1988
Tassé & Associés Ltée   1984 - 1986

Skills
Client Development, Client Liaison, Client Relations Skills, Client Education, Client Presentation, Customer Service, Customer Satisfaction, Customer Retention, Customer Oriented, Long-term Customer..., Building Relationships, Banking Relationships, Business Relationship..., Diversity & Inclusion, Adapting to New..., Result Oriented, Accountability, Creative Problem Solving, Problem Solving, Financial Analysis, MBA, Bilingual English-French, Presentations, Real Estate Financing, Team-oriented, Learning Quickly, Adult Education, Innovation, Market Research, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Credit Cards, Financial Services, Field Marketing, Culture Change, Hands-on Problem Solver, Original Thinker, Original Concepts, Negotiation, Politics, Continuing Education, Persuasion, Reliable, Motivational Speaking, Intuition, Social Media, Business Analytics, Credit Analysis

Education
Université de Montréal - HEC Montréal   1992 — 1994
Master of Business Administration (MBA), Finance, General, M.B.A.

Concordia University   1979 — 1983
Bachelor of Commerce (BCom), Management Sciences and Quantitative Methods, B.Comm

Dalhousie University   2003 — 2004
Certificate in Adult Education / Certificat en Andragogie, Adult and Continuing Education and Teaching / Enseignement aux adultes, Certificat

CEGEP Lionel Groulx   1976 — 1979
D.E.C. Sciences Pures et Appliquées Pure & Applied Sciences, Sciences de la nature, D.E.C.

École Secondaire St-Maxime   1972 — 1976
Diplome Secondaire V, Général

Frank Morello Frank Morello Montreal, Canada Area Details
Frank Morello's RBC Dominion Securities Experience February 2012 - April 2014
Job Business Specialist Apple Store Sainte Catherine
Industry Information Technology and Services
Experience
RBC Dominion Securities   February 2012 - April 2014

Education
Concordia University   2008 — 2012
Bachelor of Commerce (B.Com.), Finance, General

Claudio Durante Claudio Durante Montreal, Canada Area Details
Claudio Durante's RBC Dominion Securities Experience 1995 - 2006
Job Senior Investment Advisor at Dundee Securities Ltd.
Industry Financial Services
Experience
Dundee Securities Ltd.   2006 - Present
RBC Dominion Securities   1995 - 2006

Skills
Investments, Investment Advisory, Management, Tax, Retirement, Small Business, Wealth, Finance, Mutual Funds, Wealth Management, Financial Analysis, Fixed Income, Investment Strategies, Securities, Portfolio Management, Capital Markets, Banking, Retirement Planning, Equities, Asset Management

Education
Concordia University   1991 — 1995
Bachelor of Commerce (B.Com.), Finance

Yassin Merabet Yassin Merabet Montreal, Canada Area Details
Yassin Merabet's RBC Dominion Securities Experience October 2012 - December 2013
Job Associate at Manulife Securities
Industry Financial Services
Experience
Manulife Securities  February 2015 - Present
RBC  August 2011 - February 2015
RBC Dominion Securities   October 2012 - December 2013

Skills
Investment Management, Investments, Fixed Income, Investment Strategies, Alternative Investments, Equities, Securities, ETFs, Customer Service, Teamwork, Sales, Team Leadership

Education
Champlain College
Psychology

Concordia University
City/Urban, Community and Regional Planning

Ralph Rimokh Ralph Rimokh Montreal, Canada Area Details
Ralph Rimokh's RBC Dominion Securities Experience November 2011 - Present
Job VicePresident and Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities   November 2011 - Present
ScotiaMcLeod  January 2001 - November 2011
Scotiabank  January 1998 - January 2001
Bank of Montreal  1994 - 1998

Skills
Wealth Management, Investment Advisory, Retirement Planning, Investment Strategies, Asset Allocation, Investments, Financial Services, Wealth, ETFs, Mutual Funds, High Net Worth..., Wealth Management..., Portfolio Management, FX Options

Education
Concordia University   1991 — 1995
BComm, Finance

Vanier College   1988 — 1991

Grant Henri Grant Henri Toronto, Canada Area Details
Grant Henri's RBC Dominion Securities Experience 2008 - Present
Job Vice President, High Net Worth Planning Services at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities   2008 - Present

Skills
Tax and estate planning, Business owner planning, Integrated financial..., Financial Planning, Wealth Management, Retirement Planning, Investment Strategies, Wealth, High Net Worth..., Asset Management, Tax, Estate Planning, Financial Advisory, Investment Management, Asset Allocation, Banking, Relationship Management, Financial Services

Education
In depth tax program

Canadian Institute of Chartered Accountants
In Depth Tax

Concordia University
B.Comm., Finance

Society of Trust and Estate Practitioners (Canada)
TEP

Financial Planning Standards Council of Canada
CFP

Institut Quebecois de Planification Financiere
Pl. Fin.

Douglas Lai Douglas Lai Toronto, Canada Area Details
Douglas Lai's RBC Dominion Securities Experience May 2014 - August 2014
Job Wealth Management Associate
Industry Investment Management
Experience
ScotiaMcLeod  June 2015 - Present
Queen's Commerce Performing Artists   May 2014 - May 2015
Kinetiq Breakdancing Club   January 2012 - May 2015
RBC Dominion Securities   May 2014 - August 2014
Queen's Commerce Performing Artists   May 2013 - May 2014
North Shore Community Resources   May 2013 - August 2013
Puma  June 2012 - August 2012
Murdo Frazer Par 3 Golf Course   2008 - 2011

Skills
Leadership, Public Speaking, Time Management, Public Relations, Customer Service, Teamwork, Microsoft Office, Social Networking, Research, Data Analysis, Competitive Analysis, Human Resources, Finance, Sales, Analysis

Education
Queen's University   2011 — 2015
Bachelor of Commerce (BCom), Finance

Canadian Securities Course (CSC)   2014 — 2014

EDHEC Business School   2013 — 2013
Undergraduate Exchange Abroad, ESPEME 4 International Business Track

Handsworth Secondary School   2006 — 2011
Secondary School Diploma

Antoine Bizzarro B.Comm, CIM, FMA Antoine Bizzarro B.Comm, CIM, FMA Montreal, Canada Area Details
Antoine Bizzarro B.Comm, CIM, FMA's RBC Dominion Securities Experience October 2001 - Present
Job Investment Advisor at RBC Dominion Securities (514) 6305200
Industry Investment Management
Experience
RBC Dominion Securities   October 2001 - Present
National Bank Finanacial   September 1998 - October 2001
Cinemas Guzzo  January 1990 - September 1998

Skills
Investments, Portfolio Management, Securities, Wealth Management, Critical Illness, Financial Risk, Estate Planning, Life Insurance, Economics, Employee Stock Options, Succession Planning, Retirement Planning, Individual Pension Plans, TFSA, RESP, Disability Insurance, High-Net-Worth..., Business Financial..., RSPS, Holding Companies, Preparation of Wills, Estate Tax Planning, Strategic Financial..., IPP, Asset Management, Financial Planning, Financial Analysis, Risk Management

Education
Canadian Securities Institute   1997 — 1998
Finanacial Management Advisor, FMA

Canadian Securities Intstitute   1996 — 1997
Chartered Investment Manager, CIM

Concordia University   1994 — 1996
Bachelor of Commerce (B.Comm), Finance

Amanda Freire, CPA, CA Amanda Freire, CPA, CA Montreal, Canada Area Details
Amanda Freire, CPA, CA's RBC Dominion Securities Experience May 2006 - August 2011
Job Financial Analyst, Saputo Inc.
Industry Accounting
Experience
Saputo Inc.  August 2014 - Present
KPMG Canada  October 2011 - August 2014
RBC Dominion Securities   May 2006 - August 2011

Skills
Financial Accounting, Auditing, Assurance, GAAP, Financial Audits, External Audit, Teamwork, IFRS

Education
Concordia University   2010 — 2012
Graduate Diploma of Chartered Accountancy, Chartered Accountancy

Concordia University   2006 — 2010
Bachelor of Commerce (B.Com.), Accounting

Adil Djamalov Adil Djamalov Greater New York City Area Details
Adil Djamalov's RBC Dominion Securities Experience 2006 - 2007
Job Investment Banking Associate at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners  August 2015 - Present
Guggenheim Partners  June 2014 - August 2014
Auriemma Consulting Group  March 2011 - May 2013
MMG Partners  2009 - 2010
RBC Dominion Securities   2006 - 2007

Skills
Analytics, Bloomberg, Data Analysis, Financial Services, Management Consulting, Credit Cards, Market Research, Strategy, Research, Business Strategy, Financial Modeling, Microsoft Excel, Analysis, Portfolio Management, Financial Analysis

Education
New York University - Leonard N. Stern School of Business   2013 — 2015
Master of Business Administration (MBA)

University of Cambridge   2005 — 2008
BA, Economics

Columbia University in the City of New York   2008 — 2009
PostBac, Business

Marianopolis College   2003 — 2005

Ashley Goloubef Ashley Goloubef Toronto, Canada Area Details
Ashley Goloubef's RBC Dominion Securities Experience April 2007 - August 2009
Job National Account Manager at PepsiCo
Industry Marketing and Advertising
Experience
PepsiCo  June 2014 - Present
Cara Operations  July 2012 - June 2014
Cara Operations  September 2011 - July 2012
Cara Operations  September 2010 - September 2011
RBC Dominion Securities   April 2007 - August 2009
Bank of Montreal  April 2006 - August 2006

Skills
Market Research, Social Media, Marketing Strategy, Marketing Communications, Marketing Research, Business Analysis, Competitive Analysis, Brand Management, Sales, Integrated Marketing, Marketing Management, Digital Marketing, Customer Insight, Marketing

Education
Queen's University   2006 — 2010
Bachelor of Commerce (B.Com.)

ESSEC - ESSEC Business School   2009 — 2009

OT   2002 — 2006

Aisling Lynch Aisling Lynch Toronto, Canada Area Details
Aisling Lynch's RBC Dominion Securities Experience April 2014 - Present
Job Branch Administrator at RBC Dominion Securities
Industry Investment Banking
Experience
RBC Dominion Securities   April 2014 - Present
RBC Dominion Securities   September 2013 - April 2014
Haywood Securities  June 2009 - July 2013
Haywood Securities  February 2008 - June 2009
Foster's Wine Estates  October 2007 - February 2008

Skills
Investment Banking, Equities, Investor Relations, Investments, Canadian Securities..., Outstanding time..., Organized self-starter, Customer Service, Outlook, Microsoft Word, Microsoft Office, Goal Oriented, Superior written &..., Works Well in Groups, Pay Close Attention to..., IPO, Bloomberg, Private Placements, Corporate Finance, Banking, Valuation, Capital Markets, Trading, Financial Modeling, People Skills, Public Speaking, Time Management

Education
George Brown College   2015 — 2017
Certificate in Business Administration, Business Administration

Canadian Securities Institue

Prince of Wales

Burak Gungor Burak Gungor Toronto, Canada Area Details
Burak Gungor's RBC Dominion Securities Experience September 2008 - December 2008
Job TD canada trust customer service representative
Industry Banking
Experience
TD  September 2014 - Present
Spacco Restaurant and Bar   January 2008 - Present
Coca-Cola Enterprises  September 2013 - May 2014
RBC Dominion Securities   September 2008 - December 2008

Skills
Food & Beverage, Management, Customer Service, Hospitality, Hospitality Management, Restaurants, Budgets, Event Management, Customer Satisfaction, Food, Inventory Management, Team Leadership, Microsoft Office, Human Resources

Education
George Brown College   2008 — 2010
Post graduate, Finance & marketing

Atılım Universitesi   1999 — 2005
Bachelor of Arts (B.A.), International Relations and Affairs

Page Scarfone Page Scarfone Toronto, Canada Area Details
Page Scarfone's RBC Dominion Securities Experience September 2010 - December 2010
Job Client Associate at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy  May 2012 - Present
CIBC Wood Gundy  May 2011 - August 2011
RBC Dominion Securities   September 2010 - December 2010
Toron Capital Markets   January 2010 - April 2010

Skills
Financial Analysis, Asset Management, Corporate Finance, Customer Service, Equities, Financial Modeling, Fixed Income, Investment Advisory, Investments, Mutual Funds, Portfolio Management, Project Management, Time Management, Trading, Wealth Management

Education
Dalhousie University   2008 — 2012
Bachelor of Commerce, Finance

Krista Holloway Deacon, MBA Krista Holloway Deacon, MBA Toronto, Canada Area Details
Krista Holloway Deacon, MBA's RBC Dominion Securities Experience August 2011 - August 2012
Job Investment Associate at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod  July 2013 - Present
RBC Dominion Securities   August 2011 - August 2012
BMO Nesbitt Burns  February 2005 - July 2011

Skills
Wealth Management, Investment Advisory, Investment Strategies, Retirement Planning, Investments, Mutual Funds

Education
Queen's University - MBA   2009 — 2011
MBA, Business

Ecole supérieure de Commerce de Rennes / ESC Rennes   2003 — 2004
Business, Business

Memorial University of Newfoundland - B.Comm   1999 — 2004
B.Comm, Finance

Cindy Medeiros Cindy Medeiros Toronto, Canada Area Details
Cindy Medeiros's RBC Dominion Securities Experience November 2008 - July 2011
Job Market Data Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets  June 2012 - Present
RBC Capital Markets  August 2011 - May 2012
RBC Dominion Securities   November 2008 - July 2011
RBC Dominion Securities   April 2004 - November 2008
RBC Dominion Securities   January 2001 - April 2004
Corona Jewellers   September 1998 - December 2000
Corona Jewellers   September 1996 - September 1998
Corona Jewellers   May 1993 - September 1996
Corona Jewellers   October 1991 - April 1993

Skills
Segregated Funds, Mutual Funds, market data

Education
George Brown College
Computer Studies

Marlena Pospiech Marlena Pospiech Toronto, Canada Area Details
Marlena Pospiech's RBC Dominion Securities Experience January 2003 - April 2006
Job
Industry Banking
Experience
BMO Harris Private Banking  May 2013 - Present
BMO, Enterprise Wealth Planning Group   October 2012 - Present
BMO, Financial Planning and Retirement Market Group   November 2011 - Present
RBC Dominion Securities (Wealth Management Services)   June 2008 - October 2011
Royal Bank of Canada  April 2006 - January 2010
RBC Dominion Securities   January 2003 - April 2006
Hewlett-Packard Enterprise Services  2000 - 2003
Hewlett-Packard  2000 - 2003
Hewlett-Packard  2000 - 2003
RBC Wealth Management  1993 - 1997

Skills
Wealth Management, Tax, Retirement, Retirement Planning, Estate Planning, High Net Worth..., Strategic Financial..., Pensions, Financial Planning, Financial Advisory, Wealth Management..., Wealth, Financial Services, Personal Finance, Media Relations, Taxation of Trusts, Trusts, Bilingual, Tax Advisory, Sales Management, Sales Presentations, Business Development, Exceptional People..., Interpersonal Skill, Thought Leadership, Teamwork, Internal & External..., Client Relations Skills, Mutual Funds, Risk Management, Investments, Succession Planning, Relationship Management, Securities

Education
University of Waterloo   2013 — 2015
Master of Taxation, Tax Law/Taxation, Graduate degree

University of Waterloo   2013 — 2015
Master of Taxation, Tax Law/Taxation, Graduate degree

Society of Trust and Estate Practitioners
TEP

Canadian Financial Planners Standards Council   1994 — 1997
CFP, Certified Financial Planner

Concordia University   1987 — 1990
BComm, Finance, Marketing

Darren Peers Darren Peers Greater Los Angeles Area Details
Darren Peers's RBC Dominion Securities Experience July 1996 - January 1997
Job Analyst at Capital Group
Industry Financial Services
Experience
Capital Group  January 2014 - Present
NWQ Investments   October 2003 - January 2014
Putnam Investments  September 2001 - September 2003
Putnam Investments  January 1997 - September 1999
RBC Dominion Securities   July 1996 - January 1997

Skills
Equities, Fixed Income, Options, Investment Strategies, Commodity

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1999 — 2001
MBA

Dartmouth College   1992 — 1996
Bachelor of Arts (BA), Economics

Tyler Liptok Tyler Liptok Toronto, Canada Area Details
Tyler Liptok's RBC Dominion Securities Experience May 2010 - August 2010
Job Enterprise Account Manager at Red Hat
Industry Marketing and Advertising
Experience
Red Hat  June 2015 - Present
Red Hat  March 2015 - May 2015
Red Hat  October 2014 - February 2015
SunGard Availability Services  March 2014 - September 2014
CDW  March 2012 - February 2014
Central Technology Services Corporation   May 2011 - March 2012
RBC Dominion Securities   May 2010 - August 2010
GMR Marketing  May 2009 - August 2009
Action Window Cleaning  May 2008 - August 2008
Tech Data Canada Corporation  May 2007 - August 2007

Education
Dalhousie University   2007 — 2011
Bachelor, Management

OTHS

Chadwick Harvey Chadwick Harvey Ann Arbor, Michigan Details
Chadwick Harvey's RBC Dominion Securities Experience May 2013 - August 2013
Job Graduate Student Researcher at Nagoya University
Industry Aviation & Aerospace
Experience
Nagoya University  May 2015 - Present
RBC Dominion Securities   May 2013 - August 2013
Rockwell Collins  August 2011 - December 2011

Skills
Matlab, Engineering, Aerospace, Pro Engineer, ANSYS, Solidworks, Research, PowerPoint, Simulations, Microsoft Word

Education
University of Michigan   2014 — 2015
MSE Aerospace Engineering, Gas Dynamics

Florida Institute of Technology   2010 — 2014
Bachelor of Science, Aerospace Engineering, 3.90, Summa Cum Laude

Joseph Lutfi, CFA, CIM Joseph Lutfi, CFA, CIM Montreal, Canada Area Details
Joseph Lutfi, CFA, CIM's RBC Dominion Securities Experience July 2011 - March 2015
Job Investment Counsellor at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management - Estate & Trust Services  March 2015 - Present
RBC Dominion Securities   July 2011 - March 2015
RBC Insurance  November 2010 - July 2011
Koodo Mobile  April 2010 - November 2010
Telus  April 2007 - April 2010
Bell Canada  September 2006 - April 2007
Bell Canada  May 2005 - September 2006
Bell Mobility  October 2003 - May 2005

Skills
Portfolio Management, Investments, Wealth Management, Equities, Mutual Funds, Telecommunications, Strategic Financial..., Fixed Income, Financial Analysis, Business Analysis, Risk Management, Team Leadership, Customer Service, Business Strategy, Coaching, Banking, Teamwork, Financial Modeling, Customer Relations, Team Management, Strategic Planning, Sales Management, Process Improvement, Change Management, Team Building, Asset Management, Business Intelligence, Time Management, New Business Development, Problem Solving, Analysis, Insurance, Excel, Business Planning, Planning, Word, PowerPoint, Financial Planning, Marketing Strategy, Options Strategies, Equity Trading, Equity Derivatives, Trading Strategies, ETFs, Investment Strategies, Financial Markets, Microsoft Excel, Project Planning, Management, Financial Services

Education
McGill University   2007 — 2008
Graduate Certificate, Finance

Concordia University   2004 — 2006
Bachelor, Marketing

Vanier College   2001 — 2003
DEC, Pure and Applied Science

Willem Westenberg Willem Westenberg Montreal, Canada Area Details
Willem Westenberg's RBC Dominion Securities Experience
Job Vice President, Investment Advisor at RBC Dominion Securities Inc.
Industry Financial Services
Experience
RBC Dominion Securities  

Skills
Wealth Management..., Strategic Financial..., Investment Strategies, Insurance, Retirement Planning, Wealth

Education
Concordia University   1988 — 1989
Master of Business Administration (MBA), Investments and Securities

Queen's University   1986 — 1987
Bachelor of Arts (B.A.), Psychology

Catherine Wilding Catherine Wilding Toronto, Canada Area Details
Catherine Wilding's RBC Dominion Securities Experience 1996 - 1998
Job Manager Corporate Engagement at ACCES Employment
Industry Nonprofit Organization Management
Experience
ACCES Employment  September 2013 - Present
ACCES Employment  January 2003 - August 2013
Drake International  2000 - 2001
Gilmore Partners  1998 - 2000
RBC Dominion Securities   1996 - 1998

Skills
Recruiting, Workshop Facilitation, Resume Writing, Career Counseling, Job Search Strategies, Coaching, Interviews, Training, Job Search, Non-profits, Interview Preparation, Nonprofits, Event Planning, Project Management, Business Relationship..., Career Development, Program Facilitation, Leadership, Organizational..., Mock Interviews, Training & Development, Employee Training, Diversity Training and..., Qualifying Prospects, Workshop Development, Adult Education, Conflict Resolution, Community Outreach, Career Assessment, Leadership Development, Cover Letters, Career Management, Job Fairs, Program Development, Employee Relations, Marketing, Community Development, Workshops, Employee Engagement, Sponsorship

Education
George Brown College   2010 — 2013
Instructing Adults Certificate, Adult Education and Training, Needs Assessment

The University of Western Ontario - Huron University College   1987 — 1991
Honours History, European and Canadian History

ACCES

Patrick Piette, CFA Patrick Piette, CFA Toronto, Canada Area Details
Patrick Piette, CFA's RBC Dominion Securities Experience 1997 - 1999
Job Investor Relations | Roadshow Marketing | Strategy Development | Corporate Communications
Industry Financial Services
Experience
Minera IR   2013 - Present
TMX Equicom  2010 - 2013
Mayus Holdings, Inc.   2005 - 2010
CIBC World Markets  2002 - 2005
Northern Securities  1999 - 2002
RBC Dominion Securities   1997 - 1999

Skills
Strategic Communications, Investor Relations, Capital Markets, Mergers, Equity Research, Investments, Corporate Communications, Gold, Mining, Minerals, Equities, IPO, Corporate Finance, Mergers & Acquisitions, Annual Reports, Entrepreneurship, Due Diligence, Private Equity, Business Strategy, Start-ups, Investment Banking, Finance, Valuation, Restructuring, Securities, Financial Modeling, Relationship Management

Education
CFA Institute

Concordia University

Jason Pinsky Jason Pinsky Montreal, Canada Area Details
Jason Pinsky's RBC Dominion Securities Experience 2004 - Present
Job Associate Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities   2004 - Present
VisualMED Clinical Solutions Corp.   2000 - 2003
Royal Bank of Canada  1999 - 2000

Education
McGill University
Graduate Certificate, Leadership

Concordia University
B.Comm, M.I.S.

Patrick Conroy Patrick Conroy Montreal, Canada Area Details
Patrick Conroy's RBC Dominion Securities Experience September 2011 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities   September 2011 - Present
ARP Technologies   2010 - June 2011
Paraxip Technologies   September 2006 - September 2009
Xentrax Contact Centre Solutions Inc.   May 2002 - September 2006

Skills
Retirement Planning, Investment Advisory, Wealth Management, Strategic Financial..., Estate Planning, Investment Strategies, Insurance Brokerage, Call Centers, Asset Management, Investments, CRM, Wealth, Asset Allocation, Portfolio Management, Mutual Funds, Retirement, Securities, Financial Planners, ETFs, Financial Services, Equities, Hedge Funds, High Net Worth..., Financial Markets, Risk Management, Bonds, Relationship Management, Trading, Mortgage Lending, Wealth Management..., Investment Banking, Pensions, Financial Risk, Insurance, Valuation, Investment Management, Banking, Financial Advisory, Alternative Investments

Education
Concordia University   1984 — 1986
Bachelor of Commerce

Lillian Jasinski, CIM, FCSI Lillian Jasinski, CIM, FCSI Montreal, Canada Area Details
Lillian Jasinski, CIM, FCSI's RBC Dominion Securities Experience August 1998 - Present
Job Associate Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities   August 1998 - Present

Skills
Wealth Management

Education
Concordia University
Bachelor of Commerce (B.Com.), Major Finance

Richard Jasinski Richard Jasinski Montreal, Canada Area Details
Richard Jasinski's RBC Dominion Securities Experience January 2006 - June 2007
Job Small Business Advisor
Industry Financial Services
Experience
Scotiabank  February 2014 - Present
TD Bank Group  March 2012 - January 2014
Signature Immobilier Inc.   January 2008 - December 2010
RBC Dominion Securities   January 2006 - June 2007
AGF Management Limited  June 2002 - January 2006

Skills
Mortgage Lending, Investments, Credit, Mutual Funds, Trading, Investment Advisory, Wealth Management, Asset Management, Banking, Loans, Analysis, Portfolio Management, Finance, Financial Services, Management, Leadership, Financial Analysis, Sales, Team Leadership, Financial Planning, Retail Banking

Education
Concordia University   2008 — 2011
Bachelor of Arts, Political Science

Nick Kapetanakos, CFA Nick Kapetanakos, CFA Montreal, Canada Area Details
Nick Kapetanakos, CFA's RBC Dominion Securities Experience January 2006 - April 2006
Job Inside Sales Representative at Dynamic Funds
Industry Financial Services
Experience
Dynamic Funds  September 2011 - Present
Bruce Kent Group, RBC Dominion Securities   September 2008 - June 2011
Autodesk  May 2007 - December 2007
Resto-Bar Bo Deli   1998 - 2007
Pratt & Whitney Canada  September 2006 - December 2006
RBC Dominion Securities   January 2006 - April 2006
Pratt & Whitney Canada  May 2005 - August 2005

Skills
Portfolio Management, Analysis, Asset Allocation, Credit, Investments, Wealth Management, Strategic Financial..., Mutual Funds, Banking, Investment Advisory, Investment Strategies, Trading, Asset Management, Securities, Financial Planning, Equities

Education
CFA Institute
CFA Charterholder

Concordia University   2005 — 2008
Bachelor of Commerce, Major Finance, Institute for Co-operative Education

Kathy Paddon Kathy Paddon Toronto, Canada Area Details
Kathy Paddon's RBC Dominion Securities Experience January 2000 - July 2003
Job Manager, Client Services
Industry Financial Services
Experience
BMO Financial Group  May 2011 - Present
Manulife Mutual Funds   January 2009 - April 2011
AIC  2008 - 2009
RBC Dexia Investor Services  October 2007 - July 2008
RBC Direct Investing  July 2003 - December 2006
RBC Dominion Securities   January 2000 - July 2003
London Life  August 1996 - January 2000
Prudential Life Insurance  1996 - 1998

Skills
Mutual Funds, Wealth Management, Investments, Portfolio Management, Securities, Equities, Insurance, AML

Education
Durham College   1984 — 1987
Food & Pharmaceutical Technology, Food & Pharmaceutical Technology (3 yr. Program)

Fernando Ferreras Fernando Ferreras Montreal, Canada Area Details
Fernando Ferreras's RBC Dominion Securities Experience July 2009 - November 2011
Job Investment Specialist at Hub Capital Inc.
Industry Investment Management
Experience
HUB Capital Inc.   November 2013 - Present
Scotiabank  March 2012 - November 2013
RBC Dominion Securities   July 2009 - November 2011
IA Clarington Investments  March 2006 - December 2008
CIBC  April 1999 - March 2006
TD Ameritrade  October 1998 - April 1999
Montreal Exchange  January 1997 - January 1998

Skills
Wealth Management, Wealth Management..., Investment Advisory, Investment Strategies, ETFs, Mutual Funds, Securities Market, Asset Allocation, Investments, Finance, Trading, Portfolio Management, Strategic Financial..., Investment Management, Securities, Asset Management, Alternative Investments, Equities, Financial Advisory, Relationship Management, Retirement Planning, Financial Services, Retirement, Risk Management, Fixed Income, Insurance, Financial Analysis

Education
Concordia University   1995 — 1998
Bachelor of Commerce, Major in Finance

Dawson College   1986 — 1987
Social Sciences

Guy Lacasse Guy Lacasse Toronto, Canada Area Details
Guy Lacasse's RBC Dominion Securities Experience January 2010 - July 2011
Job Senior Manager, Financial Planning Services at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  January 2015 - Present
RBC Wealth Management  June 2011 - December 2014
RBC Dominion Securities   January 2010 - July 2011
RBC Dominion Securities   September 2007 - January 2010
MCC Toronto   January 2007 - September 2007
Ontario Financing Authority  June 2004 - November 2006
CIBC  1984 - 2002

Skills
Financial Planning, Wealth Management, Banking, Tax, Risk Management, Budgeting, Customer Relations, Process Improvement, Cash Management, Strategic Financial..., Budgets, Bonds, Strategic Planning, Retirement Planning, Mutual Funds, Investment Advisory, Securities, Customer Service, Management, Investments, Finance, Financial Planners, Portfolio Management, Asset Management, Asset Allocation, Wealth, Investment Strategies, Retirement, Financial Services, Investment Management, Equities, Estate Planning, High Net Worth...

Education
Dalhousie University   2008 — 2015
MBA, Financial Services

Allan Xavier Allan Xavier Montreal, Canada Area Details
Allan Xavier's RBC Dominion Securities Experience January 2012 - November 2014
Job Associate Advisor
Industry Investment Management
Experience
RBC Dominion Securities   January 2012 - November 2014
RBC Direct Investing  October 2009 - January 2012
Concordia University - John Molson School of Business  September 2008 - April 2009

Skills
Financial Analysis, Microsoft Office, Portfolio Management, Microsoft Excel, Bloomberg, ThomsonOne

Education
Concordia University   2005 — 2009
BComm

Becky Chung Becky Chung Toronto, Canada Area Details
Becky Chung's RBC Dominion Securities Experience November 2013 - January 2014
Job Interactive Marketing Intern at MercedesBenz Canada
Industry Marketing and Advertising
Experience
Mercedes-Benz Canada  August 2015 - Present
Ryerson Finance Society   May 2014 - Present
Mosaic Sales Solutions  2012 - July 2015
Booking.com  June 2014 - August 2014
Ted Rogers Management Conference  November 2013 - April 2014
RBC Dominion Securities   November 2013 - January 2014
Matchstick  May 2013 - August 2013
Juicy Couture  June 2012 - July 2013
Hollister Co.  April 2011 - June 2012
American Eagle Outfitters  August 2010 - December 2011

Skills
Customer Service, Sales, Communication, Interpersonal Skill, Microsoft Office, Retail, Marketing, Social Media Marketing, Event Planning, Leadership, Social Networking, Teamwork, Time Management, Recruiting, Social Media

Education
Ecole supérieure de Commerce de Rennes   2015 — 2015

Ryerson University   2011 — 2015
Bachelor of Commerce, Business Management - Marketing

York Memorial C.I   2007 — 2011

Michael Kennerknecht Michael Kennerknecht Montreal, Canada Area Details
Michael Kennerknecht's RBC Dominion Securities Experience May 2013 - May 2014
Job Graduate (BComm Finance) and CFA Level 2 Candidate
Industry Capital Markets
Experience
John Molson Competition Committee (JMCC)   October 2014 - January 2015
IJW & Co., Ltd.   June 2014 - September 2014
Finance and Investment Students' Association (FISA)   May 2014 - September 2014
Finance and Investment Students' Association (FISA)   October 2013 - May 2014
RBC Dominion Securities   May 2013 - May 2014

Education
Concordia University   2011 — 2015
Bachelor of Commerce (BComm), Finance

Marianopolis College   2009 — 2011
Diplôme d’Études Collégiales (D.E.C.), Commerce

Lower Canada College   2004 — 2009
High School

Monika von Hauff Monika von Hauff Edmonton, Canada Area Details
Monika von Hauff's RBC Dominion Securities Experience March 2011 - Present
Job Investment Advisor RBC Dominion Securities
Industry Financial Services
Experience
Rotary International  May 2010 - Present
RBC Dominion Securities   March 2011 - Present

Skills
Retirement Planning, Wealth Management, Retirement, Financial Planners, Estate Planning, Critical Illness, Strategic Financial..., Investments, Investment Advisory, Financial Advisory, Investment Strategies, High Net Worth..., Wealth, Residential Mortgages, Bonds, Life Insurance, Mutual Funds, Alternative Investments, Fixed Annuities, Equities, Wealth Management..., Long-term Care, Term Life Insurance, Disability Insurance, Asset Allocation, Portfolio Management, Pensions, Asset Management, Small Business, Asset Managment, Investment Management, Securities, Mortgage Lending, Personal Finance, Finance, Insurance, Risk Management, Income Protection, Wealth Accumulation, Financial Planning

Education
Concordia University College of Alberta   2005 — 2009
Bachelor of Arts (B.A.)

Lison Couture, B.A.A., candidate MBA Lison Couture, B.A.A., candidate MBA Montreal, Canada Area Details
Lison Couture, B.A.A., candidate MBA's RBC Dominion Securities Experience 1995 - 1998
Job Directrice principale Conformité, Services institutionnels chez Mouvement Desjardins
Industry Financial Services
Experience
Valeurs mobilières Desjardins  2010 - 2011
Financière des professionnels  2006 - 2010
OCRCVM (Organisme canadien de réglementation du commerce des valeurs mobilières)   2005 - 2006
OCRCVM (Organisme canadien de réglementation du commerce des valeurs mobilières)   2000 - 2005
Bourse de Montréal  1999 - 2000
Bourse de Montréal  1998 - 1999
RBC Dominion Securities   1995 - 1998

Education
Université Paris Dauphine   2013 — 2015
Executive MBA, En cours

École des sciences de la gestion (ESG UQAM)   2013 — 2015
Executive MBA, En cours

CSI Global Education Inc.   1994 — 2011

Université du Québec à Montréal   1990 — 1993
BAC, Administration (option finance)

Collège des administrateurs de sociétés, Université Laval
Cours sur la gouvernance des services financiers

CFA Institute
CFA Niveau I

Meghan Walker Meghan Walker New York, New York Details
Meghan Walker's RBC Dominion Securities Experience May 2010 - December 2014
Job Financial Serivces Advisory, Asset Management Experienced Associate at PwC
Industry Financial Services
Experience
PwC  January 2015 - Present
RBC Dominion Securities   May 2010 - December 2014
TD  May 2007 - April 2010

Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Equities, Mutual Funds, Investment Advisory, Investment Strategies, Asset Management, Asset Allocation, Retirement, Fixed Income, Financial Analysis, Risk Management, Financial Advisory, Banking, Wealth, Microsoft Office, Portfolio Management

Education
Dalhousie University   2006 — 2010
Bachelor of Managment

Lilian Ishak Lilian Ishak Montreal, Canada Area Details
Lilian Ishak's RBC Dominion Securities Experience February 2015 - Present
Job Portfolio associate RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities   February 2015 - Present
BMO Harris Private Banking  October 2013 - February 2015
College Sainte-Marcelline   July 2012 - August 2012
Pierre Roy & Associés Inc.   February 2012 - August 2012

Skills
Customer Service, Management, Sales, Microsoft Excel, Microsoft Office, Team Leadership, Microsoft Word, Teamwork, Analysis, French, Access

Education
Concordia University   2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics

John Abbott
Diploma of Collegial Studies, Health Sciences

Jenn Bowen Jenn Bowen Toronto, Canada Area Details
Jenn Bowen's RBC Dominion Securities Experience February 1995 - April 1997
Job Leading successful financial advisors in growth, transition and business development.
Industry Financial Services
Experience
Manulife Securities  January 2006 - Present
AIC Limited  April 1997 - January 2006
RBC Dominion Securities   February 1995 - April 1997

Skills
Relationship Management, Business Development, Business Planning, Practice Management, CRM, Recruiting, Marketing, Consulting, Strategy, Business Strategy, New Business Development, Business Analysis, Sales Management, Marketing Strategy, Management, Account Management, Selling, Wealth Management..., Coaching, Valuation, Mutual Funds

Education
Dalhousie University   1990 — 1994
BA, Economics

Bishop Strachan, Toronto, Ontario   1984 — 1990

Kirsty MacDonald Kirsty MacDonald Toronto, Canada Area Details
Kirsty MacDonald's RBC Dominion Securities Experience July 2014 - Present
Job Director of Branch Audit, Compliance at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities   July 2014 - Present
Ontario Securities Commission  May 2013 - July 2014
Assante Wealth Management  December 2005 - May 2013
MFDA  March 2009 - August 2009
Assante Wealth Management  December 2005 - March 2009
Fundtrade   March 2002 - May 2006
B2B Trust  2000 - 2002
RBC  1999 - 2001

Skills
Mutual Funds, Securities, Investments, Compliance, Wealth Management, AML, Estate Planning, Strategic Financial..., Investment Strategies, Investment Advisory, Financial Planners, Asset Management, Portfolio Management, Retirement Planning, Wealth, Risk Management, Financial Services, Retirement, Auditing, Equities, Financial Advisory, Financial Risk, Team Management, Standards Compliance, Insurance, Asset Allocation, Fixed Income, Wealth Management..., Finance, Investment Management, Pensions, Banking, Hedge Funds, Mortgage Lending, Relationship Management, Fixed Annuities, Financial Analysis, Income Protection, Personal Financial..., Life Insurance, Alternative Investments, Personal Finance, Critical Illness, Trading, Series 7, Options, Bloomberg, Disability Insurance, Bonds, High Net Worth...

Education
Sheridan College   1992 — 1994
Education

George Brown College

Mount Florida

Sheridan College
Nursing RN

Sam Shamash Sam Shamash Vancouver, Canada Area Details
Sam Shamash's RBC Dominion Securities Experience January 1995 - Present
Job VP, Director, Portfolio Manager & Wealth Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities   January 1995 - Present
Vancouver-based wholesaler   1994 - 1995
The Business Exchange  1984 - 1994
KPMG  1976 - 1981

Skills
High Net Worth specialy, family office, Trusts, US SEC qualified..., Charitable Giving, Succession Planning, Investments, Wealth Transfer, Estate Planning, Investment Policy, Retirement Planning, Comprehensive Wealth..., Portfolio Management, Wealth Management..., Wealth Accumulation, Investment Strategies, Investment Management, Investment Advisory, Financial Planning, Asset Management, Asset Allocation, Tax, Bonds, Financial Planners, Wealth Preservation, Options, Strategic Financial..., Retirement, Fixed Income, insurance, Retirement Income..., Superannuation, Pensions, Financial Advice, Insurance Planning, Investment Products, Personal Finance, Stocks, Portfolios, Managed Accounts, Financial Advisory, Insurance, Wealth Management, Wealth Preservation...

Education
Canadian Securities Institute   1995 — 2005
FCSI, CIM, Investment Management

Concordia University   1973 — 1976
BCOMM, Statistics, Economics, Finance and Accounting

Ed Craven Ed Craven Greater Boston Area Details
Ed Craven's RBC Dominion Securities Experience 1992 - 1999
Job Consultant
Industry Financial Services
Experience
Independent Sales/Business Development Consultant   2011 - 2014
ITG  October 1999 - January 2010
RBC Dominion Securities   1992 - 1999
Hambrecht & Quist  1991 - 1992
ESI (Execution Services, Inc.)   1985 - 1991

Skills
Sales, Business Development, Sales Management, Relationship Development, Launch Of New Products, Key Account Management, Equity Trading, Product Launch, Electronic Trading, Business Strategy, Management, Trading Systems, Equities, Leadership, Sales Process, Strategic Planning, Capital Markets, Team Management, Relationship Management, Financial Markets, Hedge Funds, Market Data, Fixed Income, Options

Education
Fairfield University
B.S., Finance

Fordham University - Graduate School of Business Administration
MBA

Beata Swist Beata Swist Toronto, Canada Area Details
Beata Swist's RBC Dominion Securities Experience May 1995 - December 1996
Job Director, Infrastructure Finance at National Bank Financial
Industry Financial Services
Experience
National Bank Financial  August 2009 - Present
National Bank of Canada  August 2009 - Present
CIT  January 2008 - November 2009
Export Development Canada (EDC)   June 2003 - December 2007
Wood & Company (investment bank/brokerage house)   July 1999 - September 2001
Wood & Company (investment bank/brokerage house)   October 1998 - July 1999
Wood & Company (investment bank/brokerage house)   January 1997 - October 1998
RBC Dominion Securities   May 1995 - December 1996

Skills
Financial Structuring, Credit Analysis, Loans, IPO, Business Development, Negotiation, Project Finance, Structured Finance, Corporate Finance, Financial Modeling, Capital Markets, Investment Banking, Private Equity

Education
George Brown College   2013 — 2016
Wine Specialist, Wine

McGill University   2002 — 2003
MBA, Strategic Management and Finance

Concordia University   1992 — 1995
Bachelor of Commerce, Major: Finance, Minor: International Business

George Brown College

Raymond Dela Paz Raymond Dela Paz Toronto, Canada Area Details
Raymond Dela Paz's RBC Dominion Securities Experience July 1998 - May 2004
Job Portfolio Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  May 2014 - Present
Right Angle Consultants Inc.   January 2008 - January 2015
RBC Wealth Management  June 2012 - April 2014
RBC Wealth Management  May 2011 - June 2012
CIBC World Markets  September 2010 - April 2011
RBC Capital Markets  September 2009 - September 2010
RBC Capital Markets  February 2008 - August 2009
ScotiaMcLeod  June 2005 - February 2008
TrainingFolks  June 2004 - June 2005
RBC Dominion Securities   July 1998 - May 2004

Skills
Wealth Management, Capital Markets, Financial Analysis, Business Analysis, AML, Asset Managment, Back Office, Business Process, CRM, Equities, Financial Risk, Financial Services, Investments, Management Consulting, Portfolio Management, Project Management, SDLC, Securities, Strategy, Trading Systems

Education
George Brown College   1993 — 1995
Business Administration, Marketing and Investment Sales

Angela D'Angelo Angela D'Angelo Montreal, Canada Area Details
Angela D'Angelo's RBC Dominion Securities Experience January 1985 - January 2009
Job VicePresidente chez Financière Banque Nationale
Industry Financial Services
Experience
Financière Banque Nationale  June 2011 - Present
Financière Banque Nationale  September 2009 - June 2011
Financière Banque Nationale  January 2009 - September 2009
RBC Dominion Securities   January 1985 - January 2009

Skills
Customer Satisfaction, Project Management, Wealth Management, Conference Coordination, Coaching, Asset Management, Investment Advisory, Retirement Planning, Investments, Investment Strategies, Mutual Funds, Portfolio Management, Financial Analysis, Securities, Equities, Financial Planning, Asset Allocation, Banking

Education
Concordia University   1987 — 1989
Bachelor of Arts (BA), Translation, Faculty of Arts & Science

IIROC
Branch Manager's & Option Supervision License

IIROC
Derivatives License

CTI - Co-Active Coaching Fundamentals
Completed 1 of 5 experiential workshops: Fundamentals

IIROC
IIROC License

Sean Wang, CFA, FRM Sean Wang, CFA, FRM Montreal, Canada Area Details
Sean Wang, CFA, FRM's RBC Dominion Securities Experience July 2008 - Present
Job Senior Associate at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities   July 2008 - Present
RBC  December 2006 - July 2008
SJJ Capital   July 2004 - December 2006

Skills
Options, Equities, Bonds, Futures, Currency Futures, Commodity, Mutual Funds, Trading, Research, Relationship Mgmt, Fixed Income, Proprietary Trading, Investment Strategies, Investment Management, ETFs, Investment Advisory, Derivatives, Options Strategies, Equity Trading, Equity Derivatives, FX Options, Equity Valuation, Hedging, Structured Products, Risk Management, Financial Markets, Securities, Capital Markets, Portfolio Management, Wealth Management, Investments, Bloomberg, Financial Services

Education
Concordia University   2003 — 2006
Bachelor's Degree, Finance

Cynthia Lamah Cynthia Lamah Montreal, Canada Area Details
Cynthia Lamah's RBC Dominion Securities Experience May 2014 - Present
Job Investment Assistant at RBC DS
Industry Financial Services
Experience
RBC Dominion Securities   May 2014 - Present
National Bank Financial  September 2012 - March 2014
National Bank of Canada  June 2010 - August 2012

Skills
Corporate Finance, Financial Analysis, Banking, Portfolio Management, Financial Modeling

Education
Concordia University   2009 — 2012
Bachelor of Commerce (BCom), Finance, General, Graduation december 2012

Jessica Zackheim Jessica Zackheim Toronto, Canada Area Details
Jessica Zackheim's RBC Dominion Securities Experience April 1998 - April 2011
Job Founder at Jessica Zackheim Inc.
Industry Investment Management
Experience
Jessica Zackheim Inc.   March 2014 - Present
Kobo Inc.  April 2013 - February 2014
ScotiaMcLeod  April 2011 - March 2013
RBC Dominion Securities   April 1998 - April 2011

Skills
Social Media, Events, Corporate Events, Fundraisers, Wealth Management, Business Development, Sales, Marketing, Trading, Strategic Planning, event manager, Alternative Investments, Marketing Communications, Strategy, Leadership, Management, Client-oriented, Branding & Identity..., Executive..., Fundraising, Social Media Marketing, Start-ups, Entrepreneurship, New Business Development, Organization, Multi-tasked, Securities License, Conferences

Education
York University   1996 — 1998
Bachelor of Arts (B.A.)

Dalhousie University   1995 — 1996
Bachelor of Arts (B.A.)

Branksome Hall

Paolo Paliotti Paolo Paliotti Montreal, Canada Area Details
Paolo Paliotti's RBC Dominion Securities Experience January 1992 - January 2002
Job Consultant
Industry Management Consulting
Experience
PJP   January 2002 - Present
RBC Dominion Securities   January 1992 - January 2002

Skills
Investment Strategies, Portfolio Management, Risk Management, Marketing, Finance, Strategic Planning, Personal Development, Business Strategy, Investments, Management, Insurance, Financial Planning, Wealth Management, Customer Service, Asset Management, Mergers & Acquisitions, Financial Analysis

Education
Concordia University   1985 — 1987
Bachelor, Finance and Adm Management

Linda Leduc Linda Leduc Montreal, Canada Area Details
Linda Leduc's RBC Dominion Securities Experience 1992 - 1996
Job Investment Associate at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod  2003 - Present
Desjardins Securities  1996 - 2003
RBC Dominion Securities   1992 - 1996

Skills
Wealth Management, Investments, Investment Strategies, Portfolio Management

Education
Concordia University   1988 — 1991
Bachelor of Arts

Vanier College   1985 — 1988

Canadian Securities Institute
PFPC, CSC

Diana Kuzniak Diana Kuzniak Montreal, Canada Area Details
Diana Kuzniak's RBC Dominion Securities Experience February 1984 - Present
Job V.P. Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities   February 1984 - Present

Skills
Investment Advisory, Wealth Management, Fixed Income, Equities, Investments, Asset Management, Portfolio Management, Investment Strategies, Retirement Planning, Bonds, ETFs, Investment Policy, Value Investing, High Net Worth..., Securities, Pension Funds, Retirement, Private Wealth..., Portfolios, Investment Management, Mutual Funds, Asset Allocation, Alternative Investments, Wealth Management..., Strategic Financial..., Financial Advisory

Education
Concordia University
B.Commerce, Finance

Michael Lampel Lampel B.A Econ, Michael Lampel Lampel B.A Econ, Toronto, Canada Area Details
Michael Lampel Lampel B.A Econ,'s RBC Dominion Securities Experience December 2009 - April 2011
Job President at InsuranceForChildren.ca
Industry Insurance
Experience
Insurance For Children   January 2012 - Present
RBC Dominion Securities   December 2009 - April 2011
Investors Group  February 2007 - December 2009
Trans-Lucent Markets   August 2003 - September 2006
Transkor Systems   January 2002 - September 2003
Shipment Systems   January 1998 - December 2001
Trans-Tek Group   1990 - 1997

Skills
Portfolio Management, Investments, Retirement Planning, Strategic Financial..., Estate Planning, Investment Strategies, Retirement, Wealth Management, Asset Managment, Insurance, People Skills, Wealth Management..., Building Customer..., Passion for Helping..., Volunteering, Keen Listener, Professional Ethics, Personal Values, Asset Management, Positive Can-do Attitude, Financial Advisory, ETFs, Mutual Funds, Personal Finance, Entrepreneurship, High Net Worth..., Critical Illness, Wealth, Financial Planners, Investment Advisory, Strategy, Wealth Accumulation

Education
Canadian Securities Institute   2008 — 2009
CSC, securities

Investment Funds Institute of Canada   2007 — 2007
Mutual Funds License, Investment Funds

Life License Qualified Practitioner   2007 — 2007
LLQP, Personal Insurance and Estate Planning

Concordia University   1982 — 1987
B.A, Economics

Mutual Funds Dealer Association

Bryanne Massey Bryanne Massey Toronto, Canada Area Details
Bryanne Massey's RBC Dominion Securities Experience May 2007 - December 2008
Job Director, Operational Effectiveness at Chartwell Seniors Housing REIT
Industry Management Consulting
Experience
Chartwell Seniors Housing REIT  January 2013 - Present
WMI  August 2012 - December 2012
Carpedia International  November 2009 - June 2012
RBC Dominion Securities   May 2007 - December 2008

Skills
Change Management, Business Strategy, Management Consulting, Business Process..., Financial Modeling, Business Analysis, Strategy, Team Leadership, Leadership, Project Management, Process Improvement, Time Management, Strategic Planning, Coaching, Financial Analysis, Customer Service, Analysis, Management, Operations Management

Education
University of Toronto   2015 — 2015
Intro to Project Management

York University   2014 — 2014
Lean Operational Excellence for Service Organizations

Dalhousie University   2004 — 2008
Bachelor of Commerce (B.Com.), Finance, General

University of Toronto
Certificate in Project Management

Adam Dibe Adam Dibe Toronto, Canada Area Details
Adam Dibe's RBC Dominion Securities Experience September 2011 - December 2011
Job Research Assistant at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's   February 2013 - Present
Invesco Canada (Invesco Trimark)   July 2012 - February 2013
RBC Dominion Securities   September 2011 - December 2011
Ontario Power Generation  May 2010 - August 2010
SSQ Financial Group  September 2006 - October 2008

Skills
Financial Analysis, Investments, Financial Modeling, Mutual Funds, Strategic Financial..., Bloomberg, Corporate Finance, Fixed Income, Customer Service, Financial Planning, Capital Markets

Education
York University - Schulich School of Business   2007 — 2011
BBA, Finance

Copenhagen Business School   2010 — 2010

Karen Robertson Karen Robertson Toronto, Canada Area Details
Karen Robertson's RBC Dominion Securities Experience March 2010 - Present
Job Investment Advisor & Financial Planner RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities   March 2010 - Present
TD Waterhouse  January 2007 - March 2010
CIBC Wood Gundy  February 2006 - January 2007
Incredible Edibles  1991 - 1996

Skills
Estate Planning, Wealth Management, Retirement Planning, Insurance, Financial Planning, Investments, Strategic Financial..., Investment Strategies, Investment Advisory, Banking, Mutual Funds, Wealth, Asset Allocation, Financial Planners, Financial Advisory, Retirement, Securities, Management, Portfolio Management, High Net Worth..., Investment Management, ETFs, Asset Management, Bonds

Education
Dalhousie University   1984 — 1987
B.Sc, Psychology

Advocis
LLQP, Insurance

Canadian Securities Institute
Chartered Professional Strategic Wealth

Canadian Securities Institute
Ch P Strategic Wealth

FMA

Kenny Qianqing Zhu Kenny Qianqing Zhu Toronto, Canada Area Details
Kenny Qianqing Zhu's RBC Dominion Securities Experience November 2009 - March 2010
Job Regional Manager of Direct Business — HSBC Jintrust Fund Management Co., Ltd
Industry Banking
Experience
HSBC Jintrust Fund Management Co., Ltd   April 2015 - Present
Euromonitor International  May 2014 - April 2015
Kanglian Juxin Equity Investment Fund Management Co., Ltd   April 2013 - April 2014
Bank of Nova Scotia  April 2011 - December 2012
BMO Financial Group  October 2010 - April 2011
Bell Mobility  June 2010 - October 2010
RBC Dominion Securities   November 2009 - March 2010
National Finance Student Association   January 2008 - October 2009
National Business and Technology Conference (NBTC)   March 2008 - April 2009

Skills
Market Research, Analysis, Valuation, Credit Analysis, Analytics, Risk Management, Business Analysis, Access, Portfolio Management, Derivatives, Business Development, Management, Finance, Investments, Capital Markets, Financial Modeling, Financial Analysis

Education
York University   2006 — 2009
Honors Bachelor of Administrative Studies, Finance

George Brown College   2004 — 2006
Ontario Advanced Diploma, Human Resource

Milla Craig Milla Craig Montreal, Canada Area Details
Milla Craig's RBC Dominion Securities Experience 1997 - 2001
Job Strategic Advisor, Industry Analyst, Workshop Leader and Speaker Sustainable Investing
Industry Investment Management
Experience
Millani Perspectives   May 2008 - Present
Finance and Sustainability Initiative / Initiative pour le finance durable   January 2010 - Present
Speaker  2012 - 2015
Deloitte Canada  May 2013 - May 2014
SASB – Sustainability Accounting Standards Board  February 2013 - May 2014
McGill University  2012 - 2012
Scotia Capital  2003 - 2006
RBC Dominion Securities   1997 - 2001

Skills
Corporate Social..., Sustainable Business, Strategic Communications, Investments, Sustainability, Entrepreneurship, Sustainability Reporting, Sustainable Development, Asset Management, Capital Markets, Competitive Analysis, Leadership, Social Entrepreneurship, Sustainability..., Stakeholder Engagement, Analysis, Strategy

Education
Concordia University   2011 — 2011
Sustainable Investment Professional Certification (SIPC)

The University of British Columbia
Summer Institute in Sustainability

Mount Saint Vincent University   1984 — 1989
Bachelor of Business Administration (BBA)

Université de Montréal
French as Second Language

Roy Straub Roy Straub Toronto, Canada Area Details
Roy Straub's RBC Dominion Securities Experience 1996 - Present
Job .
Industry Investment Management
Experience
RBC Dominion Securities   1996 - Present
RBC Dominion Securities   November 2006 - October 2012
Royal Bank of Canada  May 2002 - 2006

Education
Dalhousie University   2002 — 2005
MBA, Finance

Helen Hatzitzanakis Helen Hatzitzanakis Montreal, Canada Area Details
Helen Hatzitzanakis's RBC Dominion Securities Experience 2009 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities   2009 - Present
Assante Wealth Management  2003 - 2009
DPM   1996 - 2000

Skills
Wealth Management, Investment Advisory, Investment Strategies, Financial Planning, Asset Management, Mutual Funds, Investments, Asset Allocation, Portfolio Management, Retirement Planning, Equities

Education
Concordia University
B.Comm Fin, Finance

Julie Hamilton MBA, CFP Julie Hamilton MBA, CFP Toronto, Canada Area Details
Julie Hamilton MBA, CFP's RBC Dominion Securities Experience January 2006 - December 2007
Job Financial Planning & Wealth Management Consultant
Industry Financial Services
Experience
Helping clients optimize practice management by incorporating Financial Planning process & software.   October 1999 - Present
TD, BMO, SunLife   October 1999 - Present
Various Financial Institutions  October 1999 - Present
Various Financial Institutions  October 1999 - Present
Various Financial Institutions  October 1999 - September 2009
RBC Dominion Securities   January 2006 - December 2007
Foresters  2002 - 2005
Royal Trust  June 1998 - September 1999

Skills
Financial Planning, Financial Planners, Investments, Wealth Management, Financial Services, Retirement, Strategic Financial..., Retirement Planning, Mutual Funds, Finance, Wealth, Financial Advisory, High Net Worth..., Disability Insurance, Estate Planning, Training, Investment Advisory

Education
various
MBA, CFP, Certificate in Adult Education

Durham College   2009 — 2010
Certificate

York University - Schulich School of Business   1992 — 1998
MBA

Spoken French
Upgrading

Ann Levasseur Ann Levasseur Montreal, Canada Area Details
Ann Levasseur's RBC Dominion Securities Experience 2001 - 2003
Job CIM VP, Investment Advisor at Laurentian Bank Securities
Industry Financial Services
Experience
Laurentian Bank Secuities   February 2007 - Present
Laurentian Bank Securities  February 2007 - Present
Laurentian Bank Securities  January 2012 - Present
RBC Dominion Securities   2001 - 2003
ScotiaMcLeod  1997 - 2002

Skills
Investments, Portfolio Management, Risk Management, Equities, Mutual Funds, Management, Wealth Management

Education
Concordia University
BCom, Finance

Laval Cathloic

Corey Pacht Corey Pacht Toronto, Canada Area Details
Corey Pacht's RBC Dominion Securities Experience May 2012 - August 2012
Job Investment Banking Analyst at Greenhill & Co.
Industry Investment Banking
Experience
Greenhill & Co.   June 2013 - August 2013
RBC Dominion Securities   May 2012 - August 2012
Darcel Developers   May 2012 - August 2012
Camp Timberlane  2009 - 2010

Skills
Economics, Teamwork, Quantitative Analytics, Financial Analysis, Communication, Highly detail oriented, Research, Team Leadership, Public Speaking, Leadership, Bloomberg, Valuation, Investment Banking, PowerPoint

Education
Richard Ivey School of Business   2012 — 2014
Honour Business Administration (HBA)

Copenhagen Business School   2014 — 2014

CFA Institute
Passed CFA Level I

Western University   2010 — 2012
Economics

Canadian Securities Institute
Canadian Securities Course

Dustin Mann Dustin Mann Toronto, Canada Area Details
Dustin Mann's RBC Dominion Securities Experience December 2013 - Present
Job Associate Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities   December 2013 - Present
TD Waterhouse Private Investment Advice  June 2009 - December 2013
TD Bank  January 2007 - June 2009

Skills
Strategy, Microsoft Excel, Portfolio Management, Mergers & Acquisitions, Leadership, Wealth Management, Investments

Education
CFA Institute

Chartered Investment Manager (CIM)

Dalhousie University
Bachelor of Commerce (B.Comm.)

Michael Letros, CFA Michael Letros, CFA Greater New York City Area Details
Michael Letros, CFA's RBC Dominion Securities Experience 1996 - 1999
Job Analyst at Libra Advisors, LLC
Industry Financial Services
Experience
Libra Advisors LLC   2011 - Present
National Bank of Canada Financial Inc.   2003 - 2011
RBC Capital Markets  1999 - 2003
RBC Dominion Securities   1996 - 1999

Skills
Hedge Funds, Equities, Equity Research, Fixed Income, Investments, Valuation, Capital Markets, Investment Banking, Asset Managment, Alternative Investments, Asset Management, Bloomberg, Corporate Finance, Derivatives, Due Diligence, Economics, Equity Derivatives, Mutual Funds, Mergers & Acquisitions, Venture Capital, Wealth Management, Finance, Investment Strategies, Financial Markets

Education
Dalhousie University   1992 — 1994
MA, Political Studies (International Relations)

Queen's University   1988 — 1992
BA(Hons), Economics & Political Studies

Marla Millman Marla Millman Vancouver, Canada Area Details
Marla Millman's RBC Dominion Securities Experience December 1996 - March 2003
Job District Sales Representative at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments  March 2003 - Present
RBC Dominion Securities   December 1996 - March 2003
Richardson Greenshields  May 1993 - December 1996

Skills
Investments,..., Investments, Mutual Funds, Trading, Investment Strategies, Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning, Asset Management, Portfolio Management, Equities, Strategic Financial..., Investment Management

Education
Canadian Securities Institute   1998 — 1998
Honors, Investments and Securities

Douglas College   1993 — 1995
Bachelor of Business Administration (B.B.A.), Business/Commerce, General

Langara College   1990 — 1992
Computer Information Systems , Analyst, Information Technology, Certificate

Burnaby South   1985 — 1989
Diploma

Isabelle Cojocaru-Durand Isabelle Cojocaru-Durand Montreal, Canada Area Details
Isabelle Cojocaru-Durand's RBC Dominion Securities Experience September 2013 - Present
Job RBC Dominion Securities Wealth Management
Industry Investment Management
Experience
RBC Dominion Securities   September 2013 - Present
Judith & Charles  2011 - 2013
CRCC Asia  May 2011 - May 2011

Skills
Portfolio Management, Wealth Management, Client Services, ThomsonOne, Analysis, Microsoft Excel, PowerPoint, Teamwork, French, Financial Analysis, Valuation, Financial Markets, Social Media, Investment Strategies, High Net Worth..., Asset Management, Asset Allocation, Microsoft Office, Customer Service, Leadership, Outlook, Finance, Microsoft Word, Team Leadership

Education
Concordia University   2009 — 2012
Bachelor in Commerce, Finance

Collège Jean-de-Brébeuf   2007 — 2009
Collegial Diploma (DEC), Human Sciences International Profile

Collège Notre-Dame du Sacré-Coeur   2002 — 2007
High School Diploma (DES)

Robert A. Di Iorio Robert A. Di Iorio Montreal, Canada Area Details
Robert A. Di Iorio's RBC Dominion Securities Experience April 2011 - Present
Job VicePresident & Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities   April 2011 - Present
RBC Dominion Securities   October 2000 - Present
RBC Dominion Securities   May 1998 - September 2000

Skills
Wealth Management, Investments, Wealth, ETFs, Asset Allocation, Alternative Investments, Bonds, Asset Management, Financial Analysis, Asset Managment, Investment Strategies, Portfolio Management, High Net Worth..., Investment Advisory, Finance, Investment Management, Management, Mutual Funds

Education
Concordia University   1995 — 1998
Bcom, Major Finance, Minor Political Sience

Nathalie Wong Kee Song Nathalie Wong Kee Song Montreal, Canada Area Details
Nathalie Wong Kee Song's RBC Dominion Securities Experience March 1997 - January 1999
Job Wealth Management Advisor and Financial Planner
Industry Financial Services
Experience
Independent  January 2015 - Present
LA FINANCIERE DES PROFESSIONNELS   February 2013 - December 2014
National Bank of Canada  June 2012 - March 2013
RBC FINANCIAL PLANNING  August 2008 - July 2012
RBC Wealth Management  August 2008 - July 2012
CIBC Imperial Services   August 2002 - August 2008
BERKSHIRE INVESTMENT GROUP  May 2001 - August 2002
Investors Group  January 1999 - May 2001
RBC Dominion Securities   March 1997 - January 1999
RBC  July 1992 - March 1997

Skills
Storn Hability and..., Great Communication..., Great and Easy learning..., Organized Multi-tasker, Problem Solving, Social Networking, Sociability, Direct Sales, Financial Analysis, Strategic Financial..., Competitive Analysis, Computer Science, Banking, Estate Planning, Retirement Planning, Risk Management, Customer Satisfaction, Financial Planning, Financial Planners, Easy, Investments, Securities, Finance, Retirement, Wealth Management, Financial Advisory

Education
Universite laval
IQPF, Banking, Corporate, Finance, and Securities Law

CSI
Canadian securities, Finance, General

Concordia University   1992 — 1995
BACHELOR OF COMMERCE, MAJOR IN MIS AND MAJOR IN FINANCE

Concordia University   1992 — 1995
Bachelor's degree, Management Information Systems, General

Institute of Canadian bankers
Conduct and practice handbook, Finance, General

JOHN ABBOTT COLLEGE   1990 — 1992
Bachelor of Commerce (B.Com.), commerce

Sebastian Cardarelli MBA, CIM Sebastian Cardarelli MBA, CIM Montreal, Canada Area Details
Sebastian Cardarelli MBA, CIM's RBC Dominion Securities Experience March 2012 - March 2013
Job Director of Business Development at Tonus Capital; Chief Treeplanting Officer at One Tree Planted
Industry Investment Management
Experience
Tonus Capital   March 2013 - Present
Les YMCA du Québec  January 2015 - Present
One Tree Planted   January 2014 - Present
Just For Kids Foundation / Fondation Pour enfants seulement   October 2013 - Present
RBC Dominion Securities   March 2012 - March 2013
UBS Bank (Canada)   March 2007 - March 2012
wealthmonitor   2006 - 2007
PrivatSea   2005 - 2006
Exclusive Resorts  2004 - 2005
SDA Bocconi School of Management  September 2002 - December 2003

Skills
Luxury Goods, Financial Services, Finance, Entrepreneurship, Financial Analysis, Investments, New Business Development, Business Strategy, Equities, Mergers, Corporate Finance, Sales Management, Portfolio Management, Private Equity, Business Planning, Financial Modeling, Management, Derivatives, Trading, Asset Management, Mergers & Acquisitions, Due Diligence, Wealth Management, Strategic Financial..., Investment Strategies, Fixed Income, Investment Banking, Hedge Funds, Alternative Investments, Capital Markets, Asset Allocation, Financial Advisory

Education
CSI Global Education Inc.   2009 — 2011
CIM, Canadian Investment Manager

SDA Bocconi   2002 — 2003
MBA, Global Financial Management

Concordia University   1997 — 1998
N/A, Economics

Western University   1990 — 1994
B.A., Psychology

Lower Canada College   1983 — 1990
Secondary School Diploma

Elizabeth Ballantyne
Elementary school

Charles F. Lasnier Charles F. Lasnier Montreal, Canada Area Details
Charles F. Lasnier's RBC Dominion Securities Experience 2001 - Present
Job Portfolio Manager & Vice President
Industry Investment Management
Experience
RBC Dominion Securities   2001 - Present

Skills
Wealth Management, Portfolio Management, Asset Management, Investments, Risk Management, Estate Planning, Business Strategy, Asset Allocation

Education
Canadian Securities Institute
Canadian Investment Manager, Investments and Securities

École des sciences de la gestion (ESG UQAM)   1999 — 2000
Master of Business Administration (MBA)

Christopher Kolmatycki Christopher Kolmatycki Halifax, Canada Area Details
Christopher Kolmatycki's RBC Dominion Securities Experience January 2006 - May 2006
Job CoFounder at FundMetric
Industry Marketing and Advertising
Experience
Fundmetric   March 2013 - Present
Denote Communications   July 2009 - Present
Profile Halifax   September 2009 - August 2012
Global Vision  June 2011 - June 2012
HB Studios  August 2008 - August 2009
Research In Motion  May 2007 - September 2007
Dalhousie University Faculty of Management   September 2006 - January 2007
RBC Dominion Securities   January 2006 - May 2006

Skills
Marketing Communications, Marketing Strategy, Advertising, Social Media, Entrepreneurship, Public Relations, Management, Event Planning, Social Media Marketing, Project Management, Customer Service, Press Releases, Social Entrepreneurship, Being Awesome, Being Good Looking, Writing, Market Research, Hardwork, Newsletters, Social Networking, Design, Publishing, International Business, Teamwork, Public Speaking, Media Relations, Nonprofits, Research, Sales, Time Management, International Relations, Event Management, Strategic Planning, Marketing, Strategic Communications, Online Marketing, Creative Writing, Digital Strategy, Digital Media, Corporate Communications, Digital Marketing, Not for Profit, Property Management

Education
Dalhousie University   2004 — 2008
BComm, Commerce, Major in Marketing Management

Humberside Collegiate Institute   2000 — 2004
High School Diploma

Bruno Pineau-Valencienne, MBA Bruno Pineau-Valencienne, MBA Toronto, Canada Area Details
Bruno Pineau-Valencienne, MBA's RBC Dominion Securities Experience January 2008 - April 2009
Job Account Management, Corporate Governance and Proxy Voting at ISS, formerly RiskMetrics Group
Industry Financial Services
Experience
ISS Institutional Shareholder Services  March 2010 - Present
RBC Dominion Securities   January 2008 - April 2009
Développements Urbains Candiac inc (liège Participation SA))   June 1998 - December 2007
Allianz  May 1996 - June 1998
AXA  March 1994 - April 1996

Skills
Coaching, Training, Staff Development, Project Managers, Corporate Governance, Business Strategy, Strategic Planning, French, Financial Analysis, Corporate Social..., Business Development, Sales Management, Salesforce.com, Sales Presentations, New Business Development, insurance, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Residential Homes, Proxy Voting, Market Risk, Financial Services, Marketing Strategy, Marketing Research, International Relations, International Marketing, International Sales, Wealth Management..., English, Spanish, Eastern Europe, PowerPoint, Political Science, International..., Market Research, Account Management, Institutional Investors, High Net Worth..., Municipal Law, Industrial Buildings, Commercial Insurance, European Markets, North American, Class Actions, Recruiting, Management, Stratégie

Education
École des sciences de la gestion (ESG UQAM)   2002 — 2005
Master of Business Administration (MBA)

Ecole supérieure des Sciences commerciales d'Angers   1992 — 1994
Mastère, East-West Exchange Management

The American University of Paris   1988 — 1992
Bachelor of Arts, International affairs

St-Jean de Passy

Christina Caney Christina Caney Toronto, Canada Area Details
Christina Caney's RBC Dominion Securities Experience 1996 - 1997
Job Wealth Management Professional
Industry Financial Services
Experience
CSI Global Education Inc.  May 2009 - October 2011
CSI Global Education Inc.  January 2007 - May 2009
CSI Global Education Inc.  January 2005 - January 2007
CSI Global Education Inc.  September 2003 - January 2005
ScotiaMcLeod  August 1998 - August 2003
ScotiaMcLeod  1997 - 1998
RBC Dominion Securities   1996 - 1997
RBC Dominion Securities   1994 - 1996

Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Mutual Funds, Investments, Strategic Planning, Financial Services, Strategy, Marketing Strategy, Management, Leadership, Portfolio Management, Equities, Investment Strategies, Asset Management, Securities, Business Development, Relationship Management, Project Management, Capital Markets, Team Leadership, Financial Advisory, Fixed Income, Cross-functional Team..., Sales, Program Management, Asset Allocation, Product Management, Business Analysis, Investment Management

Education
Dalhousie University
MBA, Financial Services

Seneca College of Applied Arts and Technology
Post Graduate Diploma, International Business

Western University
B.A., Commerce & Administration

Marc Fielding Marc Fielding Toronto, Canada Area Details
Marc Fielding's RBC Dominion Securities Experience May 2012 - August 2012
Job Management Consulting Analyst at Jackman Reinvents
Industry Management Consulting
Experience
Jackman Reinvents  January 2015 - Present
Aimia Inc  August 2013 - January 2015
RBC Dominion Securities   May 2012 - August 2012
BNY Mellon Wealth Management  July 2011 - August 2011
Scotiabank  May 2011 - June 2011
Urbacon  June 2010 - August 2010

Education
Copenhagen Business School   2013 — 2013
Honours Business Administration, Business/Commerce, General

The University of Western Ontario - Richard Ivey School of Business   2011 — 2013
HBA, Business

The University of Western Ontario   2009 — 2013
HBA, Social Sciences and Business

Crescent School   2005 — 2009
High School Diploma

Eric Cronin Eric Cronin Toronto, Canada Area Details
Eric Cronin's RBC Dominion Securities Experience April 2007 - January 2008
Job Territory Sales Manager Southern Ontario at Nutrition Club Canada
Industry Consumer Goods
Experience
Nutrition Club Canada   December 2011 - Present
Maple Leaf Sports & Entertainment  May 2009 - Present
Bardown Hockey Inc.   December 2011 - January 2013
Canadian Tire  February 2010 - October 2011
Jarden Branded Consumables  May 2009 - February 2010
GE Healthcare  May 2008 - December 2008
Sport Mart  January 2005 - May 2008
RBC Dominion Securities   April 2007 - January 2008
Research In Motion  May 2006 - August 2006

Skills
Marketing Communications, Team Leadership, Learning, Business Acumen, Attention To Detail, Consumer Products, Sales Management, Direct Sales, Marketing Strategy, Online Marketing, E-business, Product Marketing, Social Media, Fast Learner, Advertising, Trade Show Management, Creative Writing, Social Media Marketing, Market Research, Project Management, Trade Shows, Sales, Customer Service, Online Advertising, nutrition, lifestyle, fitness, Account Management, Athletics, Management, Supplements, Sports, Budgets, Cold Calling, Relationships, Business Analysis, Business Development, Product Launch, Leadership, Competitive Analysis, Sales Operations, Retail, Time Management, Merchandising, Marketing, Event Planning, Cross-functional Team..., Product Development, Market Planning, CRM

Education
George Brown College   2012 — 2013
Certificate, Nutrition and Health

University of Toronto   2011 — 2011
Certificate, E-Business & Web Marketing

University of Guelph   2004 — 2009
Bachelor of Commerce - Honours, Marketing and Management

Waterdown District High School

Benoit Girard, CFA Benoit Girard, CFA Montreal, Canada Area Details
Benoit Girard, CFA's RBC Dominion Securities Experience September 2005 - December 2005
Job Stanton Asset Management
Industry Investment Management
Experience
Stanton Asset Management   February 2007 - Present
National Bank of Canada  May 2006 - December 2006
RBC Dominion Securities   September 2005 - December 2005
NBCN  January 2005 - August 2005
Desjardins  August 2003 - August 2004

Skills
Portfolio Management, Investments, Financial Modeling, Bloomberg, Financial Analysis, Trading, Commercial Banking, Preferred Stock

Education
Concordia University   2003 — 2006
B.Comm, Major Finance, Minor Accountancy

Dawson College   2001 — 2003
DEC, Commerce

Derek Massad Derek Massad Montreal, Canada Area Details
Derek Massad's RBC Dominion Securities Experience 1998 - 2001
Job President & CEO at Pannizza Restaurants Inc.
Industry Restaurants
Experience
Pannizza Restaurants Inc. / Rouge Boeuf Restaurants Inc.   January 2014 - Present
Imvescor Restaurant Group Inc.  April 2013 - December 2013
Ben & Florentine Restaurants Inc.   May 2009 - April 2013
Group Sutton Performer Inc.   2006 - 2010
Tutti Frutti Breakfast & Lunch   2003 - 2006
Hexavogue Group   2001 - 2003
RBC Dominion Securities   1998 - 2001

Skills
Franchising, Business Brokerage, Restaurants, Marketing, Local Marketing, Real Estate, Franchise Sales, Food Service, Restaurant Management, Location Intelligence, Franchise Consulting

Education
Concordia University   1995 — 1998
Bachelor of Commerce, Major in Finance & Minor in Economics

Concordia University   1995 — 1998
Certificate in Marketing

Wendy Tsui Wendy Tsui Calgary, Canada Area Details
Wendy Tsui's RBC Dominion Securities Experience February 1999 - October 2009
Job Financial Planner at Royal Mutual Funds Inc
Industry Financial Services
Experience
Royal Mutual Funds Inc   October 2009 - Present
RBC Dominion Securities   February 1999 - October 2009
RBC  July 1994 - February 1999

Skills
Wealth Management, Investment Advisory, Retirement Planning, Investment Strategies, Wealth, Wealth Management..., Asset Allocation, Mutual Funds, Financial Planners, Retirement, High Net Worth..., Estate Planning, Strategic Financial..., Wealth Accumulation

Education
Concordia University   1974 — 1977
Bachelor of Commerce, Marketing

McGill University   1971 — 1974
CEGEP

Raeanne (Stevens) McLean Raeanne (Stevens) McLean Toronto, Canada Area Details
Raeanne (Stevens) McLean's RBC Dominion Securities Experience 2002 - 2004
Job Head, Governance at TD Securities, Strategic Initiatives
Industry Financial Services
Experience
TD Securities, Strategy and Regulatory Reform Transformation   February 2013 - Present
RBC Dexia Investor Services  December 2011 - February 2013
Macquarie, Banking & Financial Services, North America   August 2010 - September 2011
Solutia SDO Ltd.   April 2007 - July 2011
Macquarie Private Wealth  January 2010 - February 2011
RBC Capital Markets  July 2007 - April 2009
Manulife Financial  February 2006 - March 2007
RBC Dominion Securities   2002 - 2004
RBC  1998 - 2002
Royal Trust  1994 - 1998

Skills
PMO, Business Change..., Transition Management, Strategic Planning, Cross-functional Team..., Management Consulting, Program Management, Complex Transactions, Team Leadership, Integration, Governance, Change Management, Stakeholder Management, Leadership, Management, Business Process, Strategy, Business Transformation, Project Management, CRM, Project Portfolio..., Business Development, Risk Management, Business Process..., IT Strategy

Education
University of Toronto   2014 — 2015
Risk Management - CRM Designation

Dalhousie University   2000 — 2004
MBA, Business Administration - Financial Services

Nicolas Attuil, MBA Nicolas Attuil, MBA Toronto, Canada Area Details
Nicolas Attuil, MBA's RBC Dominion Securities Experience April 2014 - Present
Job RBC Dominion Securities
Industry Capital Markets
Experience
RBC Dominion Securities   April 2014 - Present
Sunel Securities   May 2013 - March 2014
Questrade  October 2012 - April 2013
Collins Stewart  October 2010 - June 2012
ICAP  January 2008 - September 2010
Axa Investment Manager   September 2006 - July 2007

Skills
Structured Products, Capital Markets, FX Options, Asset Management, Derivatives, Equity Derivatives, Investment Banking, Equities, Options, Mergers & Acquisitions

Education
Ecole supérieure de Gestion
MBA, Finance

University of Paris I: Panthéon-Sorbonne
Economics

Doris Lam Doris Lam Montreal, Canada Area Details
Doris Lam's RBC Dominion Securities Experience
Job Investment and Wealth Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities  

Skills
Investments, Wealth Management, Finance, Retirement Planning, Insurance, Estate Planning, Investment Advisory, High Net Worth..., Asset Management, Financial Planning

Education
Concordia University   2000 — 2003
Bachelor of Commerce

Canadian Securities Institute

Anne Giroux, CFA Anne Giroux, CFA Montreal, Canada Area Details
Anne Giroux, CFA's RBC Dominion Securities Experience October 1996 - November 2002
Job Viceprésidente, Gestion relationnelle chez Gestion de Placements TD
Industry Investment Management
Experience
Gestion de Placements TD   January 2014 - Present
South shore children's chorus   October 2013 - June 2014
Pyramis Global Advisors (Fidelity Investments)   April 2013 - January 2014
Caisse de dépôt et placement du Québec   September 2009 - March 2013
Accuratio   August 2008 - September 2009
Caisse de dépôt et placement du Québec   September 2007 - August 2008
CIBC Global Asset Management  January 2004 - August 2007
CIBC Global asset management inc.   December 2002 - December 2004
RBC Dominion Securities   October 1996 - November 2002

Education
CFA Institute   1998 — 2001
CFA, Finances

Institut canadien des valeurs mobilières   1998 — 1998
Cours sur les options

Institut canadien des valeurs mobilières   1998 — 1998
CIM I et CIM II

Institut canadien des valeurs mobilières   1997 — 1997
Manuel des normes

Institut canadien des valeurs mobilières   1996 — 1996
Cours sur le commerce des valeurs mobilières

   1993 — 1996
B.Comm, Finances

CEGEP de Sherbrooke   1991 — 1993
DEC, Sc Humaines

Collège Notre-Dame   1985 — 1990

I

Fyfe Nilsson, CFA Fyfe Nilsson, CFA Vancouver, Canada Area Details
Fyfe Nilsson, CFA's RBC Dominion Securities Experience March 2006 - Present
Job Associate Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities   March 2006 - Present
Upper Canada Forest Products   June 2004 - December 2005
Unilever  June 2003 - August 2003

Skills
Investment Strategies, Investment Advisory, Wealth Management, Financial Modeling, Portfolio Management, Equities, Investments, Valuation, Asset Managment, Strategic Financial..., Retirement Planning, Securities, Investment Management, Asset Allocation, Mutual Funds, Wealth Management..., Fixed Income, Financial Analysis, Equity Valuation

Education
CFA Institute   2010 — 2012
Chartered Financial Analyst, Finance

Queen's University   2000 — 2004
BCOM, Business, Economics

EM Strasbourg Business School   2003 — 2003
Exchange, Business

Tamara DaCosta Tamara DaCosta Greater New York City Area Details
Tamara DaCosta's RBC Dominion Securities Experience November 1998 - October 1999
Job HR Data, Reporting and Analytics at Estee Lauder Group of Companies
Industry Information Technology and Services
Experience
The Estée Lauder Companies Inc.   May 2013 - Present
Hip Hop 4 Life  2011 - 2014
United Nations  February 2013 - May 2013
NBCUniversal, Inc.   February 2012 - January 2013
Sesame Workshop  March 2010 - October 2011
ADP  August 2008 - February 2010
ADP  February 2006 - August 2008
ADP  May 2003 - February 2006
ADP  October 1999 - May 2003
RBC Dominion Securities   November 1998 - October 1999

Skills
Problem Solving, Troubleshooting, HRIS, Business Analysis, Access, SQL, Integration, Data Analysis, SAP, Customer Service, Presentations, Project Management, SDLC, PeopleSoft, Learning Management, Microsoft SQL Server, Process Improvement, Databases, CRM, Business Process, OBIEE, Analysis, Strategy, Management, Training, Security, Leadership, Analytics, Vendor Management, Human Resources, Consulting, Business Intelligence, Visio, Team Building, IT Strategy, SharePoint, ERP, Mentoring

Education
Columbia University in the City of New York   2011 — 2013
M.S.

Rutgers, The State University of New Jersey-Newark   2006 — 2009
Bachelor of Science

NYU School of Professional Studies

Jeff Baisley Jeff Baisley Greater New York City Area Details
Jeff Baisley's RBC Dominion Securities Experience June 2001 - March 2004
Job Chief Operating Officer at Arosa Capital Management
Industry Financial Services
Experience
Arosa Capital Management   August 2013 - Present
Graham Capital Management  March 2004 - April 2013
RBC Dominion Securities   June 2001 - March 2004
Perseus Capital LLC   August 2000 - January 2001
UBS Warburg AG   March 1996 - June 2000
Lehman Brothers Inc  July 1993 - March 1996
Ernst & Young  September 1991 - July 1993

Skills
Alternative Investments, Hedge Funds, Equities, Derivatives, Asset Management, Fixed Income, Capital Markets, Portfolio Management, Bloomberg, Financial Modeling, Risk Management, Financial Analysis, Investments, Trading, Options, Valuation

Education
Fordham University   1987 — 1991
BS, Accounting

Christina O Christina O Montreal, Canada Area Details
Christina O's RBC Dominion Securities Experience February 2008 - February 2010
Job Achats, Purchasing, JR Buying , Planning, Merchandising, Product Management
Industry Sports
Experience
NIKE  March 2012 - March 2015
RBC Royal Bank  March 2010 - March 2012
RBC Dominion Securities   February 2008 - February 2010
Chicago Blackhawks  June 2006 - August 2006
Academie Menard Girardin   June 2003 - August 2005

Skills
Microsoft Excel, PowerPoint, Event Planning, Soft Skills, SAP, Product Presentation, Market Analysis, Credit Analysis, Product Marketing, Group Presentations

Education
University of Illinois at Chicago   2003 — 2007
Dual Bachelor degree, Finance and Marketing

Dawson College   2002 — 2003
Commerce

Dominick. Hardy Dominick. Hardy Toronto, Canada Area Details
Dominick. Hardy's RBC Dominion Securities Experience Head CoachOakville Hornets2008 - 2012
Job VP Equity Advisory Group at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities   Head CoachOakville Hornets2008 - 2012
Atlas Cold Storage  November 2001 - August 2004

Skills
Valuation, Corporate Finance, Private Equity, Business Strategy, Mergers, Strategic Financial...

Education
Concordia University   1989 — 1992

Tim Bouskill Tim Bouskill Montreal, Canada Area Details
Tim Bouskill's RBC Dominion Securities Experience 1994 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities   1994 - Present
John Deere  1988 - 1994

Skills
Mutual Funds, Wealth Management, Investments, Estate Planning, Portfolio Management, Investment Strategies, Bonds, Options, Wealth, Financial Planning, Insurance, Retirement Planning, Strategic Financial..., Asset Management, Investment Advisory, Asset Allocation, Securities

Education
Concordia University   1985 — 1988
Bachelor of Commerce (B.Com.), Bachelor of Commerce

Marianopolis College   1983 — 1985
Commerce

Lower Canada college   1978 — 1983

Diane Wolfenden, MBA Diane Wolfenden, MBA Kitchener, Canada Area Details
Diane Wolfenden, MBA's RBC Dominion Securities Experience August 2000 - Present
Job Investment Advisor with RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities   August 2000 - Present
Avco Financial Services Canada Limited   August 1995 - January 2000
The Associates  November 1998 - 2000
GTA Golden Task Force   March 1995 - September 1995
City of Mississauga  January 1990 - March 1995
CP Rail  1979 - 1990
Bell Canada  September 1977 - September 1979

Skills
Fundraising, Strategic Planning, Public Speaking, Public Relations, Marketing Communications, Event Planning, Community Development, Strategy, Management, Entrepreneurship, Leadership Development

Education
McGill University   1975 — 1984
MLS, MBA

Concordia University   1972 — 1975
B.A., Cum Laude, History

Vanier College   1975 — 1977

John Caucci John Caucci Montreal, Canada Area Details
John Caucci's RBC Dominion Securities Experience June 2007 - Present
Job Regional Compliance Director at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities   June 2007 - Present
CIBC Wood Gundy  April 2002 - May 2007
CIBC Investor Services   January 1997 - April 2002

Education
Concordia University

Steve Myro Steve Myro Monaco area Details
Steve Myro's RBC Dominion Securities Experience September 1996 - September 1998
Job Professional Trader
Industry Capital Markets
Experience
-  1998 - Present
RBC Dominion Securities   September 1996 - September 1998
BMO Capital Markets  June 1995 - August 1996

Skills
Trading, Options Strategies, Rates, Options, Electronic Trading, Financial Markets, Fixed Income, Proprietary Trading, Capital Markets, Hedging

Education
Concordia University   1987 — 1990
Bachelor of Commerce (BCom), Finance

Neil Ritchie Neil Ritchie Toronto, Canada Area Details
Neil Ritchie's RBC Dominion Securities Experience September 2005 - Present
Job Invesment Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities   September 2005 - Present

Skills
Wealth Management

Education
Dalhousie University   1996 — 2000
BA

St. Andrew's College   1990 — 1996

James Owen, CFP James Owen, CFP Toronto, Canada Area Details
James Owen, CFP's RBC Dominion Securities Experience January 2013 - Present
Job Investment and Wealth Advisor, Financial Planner at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities   January 2013 - Present
TD Waterhouse  June 2009 - December 2012
TD Canada Trust  May 2007 - May 2009

Skills
Wealth Management, Retirement Planning, Wealth, Investment Advisory, Mutual Funds, Strategic Financial..., High Net Worth..., Investments, Wealth Management..., Risk Management, Retirement, Securities, Personal Financial..., Certified Financial..., Retirement Savings, Life Insurance, Critical Illness, Disability Insurance, Investment Strategies, Employee Benefits, Equities, Finance, Asset Allocation, Estate Planning, Financial Planning, Financial Advisory, Portfolio Management, Asset Management, Financial Services

Education
Dalhousie University   2001 — 2005
BA, Political Science, Canadian Studies

Canadian Securities Institute
Bachelor of Arts (BA), Political Science and Government

Qamar Hussain Qamar Hussain Toronto, Canada Area Details
Qamar Hussain's RBC Dominion Securities Experience May 2008 - Present
Job Barnsdale & Hussain Wealth Management Group at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities   May 2008 - Present

Skills
Investment Strategies, Wealth Management, Retirement Planning, Portfolio Management, Investments, Investment Advisory, Asset Allocation, Investment Management, Alternative Investments, Equities, Fixed Income, Securities, Asset Managment, Bonds, Financial Planners, Financial Advisory

Education
Emory University - Goizueta Business School   1988 — 1990
MBA

Denison University   1983 — 1987
B.A., Economics and History

KGS

Brock Beaubien Brock Beaubien Montreal, Canada Area Details
Brock Beaubien's RBC Dominion Securities Experience October 1996 - June 2002
Job Producer
Industry Computer Games
Experience
Strategy First Inc.   September 2002 - December 2008
RBC Dominion Securities   October 1996 - June 2002

Education
CDI Institute of Business and Technology   2000 — 2002
Computer Networks Specialist, Computer Science

Dawson College   1995 — 1998
Commerce, Economics

Margaret Adaniel Margaret Adaniel Toronto, Canada Area Details
Margaret Adaniel's RBC Dominion Securities Experience January 2001 - August 2006
Job Vice President Marketing and Head of Planning and Effectiveness, North America
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management  December 2011 - Present
HSBC Retail Banking and Wealth Management  October 2009 - November 2011
HSBC Securities  August 2006 - November 2009
RBC Dominion Securities   January 2001 - August 2006

Skills
Relationship Management, Marketing Strategy, Marketing Management, Business Development, Business Strategy, Wealth Management, Retail Banking, Commercial Banking, Event Management, Credit Cards, Customer Insight, Direct Marketing, Market Planning, Banking, Marketing, Financial Services, Segmentation, Portfolio Management, Customer Acquisition, Analytics, Strategy, Market Research, Leadership, Strategic Planning, Risk Management, Team Leadership

Education
Durham College
Marketing Management

Chiara Belluso Chiara Belluso Montreal, Canada Area Details
Chiara Belluso's RBC Dominion Securities Experience November 2014 - Present
Job Financial Planning Analyst at RBC Wealth Management
Industry Banking
Experience
RBC Dominion Securities   November 2014 - Present
Scotiabank  December 2011 - October 2014
Banque Laurentienne  May 2010 - December 2011
HSBC  January 2000 - May 2010

Skills
Financial Analysis, Investments, Loans, Mortgage Lending, Portfolio Management, Risk Management, Credit Analysis

Education
Concordia University   1999 — 2003
Bachelor, International Business/Finance

IQPF
Fin. Pl. Designation

Daniela Vladescu Daniela Vladescu Montreal, Canada Area Details
Daniela Vladescu's RBC Dominion Securities Experience 2002 - Present
Job owner at Andrada Jade Photography
Industry Photography
Experience
Andrada Jade Photography   2012 - Present
RBC Dominion Securities   2002 - Present

Skills
Photoshop, Portraits, Marketing Strategy, Photography, Digital Photography, Customer Service, Microsoft Office, Weddings, Portrait Photography, Graphic Design, Editing, Model Portfolios, Public Relations, Commercial Photography, Fine Art Photography

Education
Dawson College   2005 — 2007
AEC, Commercial Photography, Commercial Photography

Conservatoire National des Arts et Métiers   1993 — 1995
Diplome d'Etudes Professionelles Approfondies, Developpement de Petites Entreprises

Sandro Manna Sandro Manna Montreal, Canada Area Details
Sandro Manna's RBC Dominion Securities Experience April 2015 - Present
Job RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities   April 2015 - Present
RBC Direct Investing  2010 - Present
Hsbc Financial  February 2008 - March 2010

Skills
Banking, Corporate Finance, Financial Analysis, Fixed Income, Investments, Mutual Funds, Customer Service, Teamwork

Education
Concordia University   2006 — 2009
bachelor, Finance

Thomas Horvath, CFA, CAIA Thomas Horvath, CFA, CAIA Montreal, Canada Area Details
Thomas Horvath, CFA, CAIA's RBC Dominion Securities Experience May 2006 - August 2006
Job Senior Analyst, Global Equities at Fiera Capital Corporation
Industry Financial Services
Experience
Fiera Capital Corporation  August 2009 - Present
Industrial Alliance Securities  May 2008 - August 2008
Standard Life  January 2007 - April 2007
RBC Dominion Securities   May 2006 - August 2006

Skills
Equity Research, Financial Analysis, Financial Modeling, Bloomberg, Equities, Portfolio Management, Investments, Valuation, Finance, Management, Capital Markets, Alternative Investments, Analysis, Asset Management, Bloomberg Terminal, Corporate Finance, Equity Valuation, Fixed Income, Investment Strategies, Leadership, Research

Education
Concordia University   2005 — 2008
BCOMM, Finance

John Molson School of Business   2005 — 2008
BCOMM, Finance, Minor Financial Accountancy

Queen's University

Joseph Tassone Joseph Tassone Toronto, Canada Area Details
Joseph Tassone's RBC Dominion Securities Experience February 1987 - July 1989
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Metro Canada Logistics  March 2010 - Present
Canadian Imperial Bank of Commerce  July 2006 - May 2007
Scotiabank  June 1998 - May 2004
BANK OF MONTREAL CAPITAL MARKETS (HOLDINGS) LIMITED   September 1989 - June 1998
RBC Dominion Securities   February 1987 - July 1989
RBC Dominion Securities   September 1985 - February 1987

Skills
COBOL, Web Design, HP NonStop, SQL, JavaScript, Operating Systems, Data Migration, VBScript, Web Development, Flash, Dreamweaver, Hardware, Requirements Analysis

Education
CDI College   2004 — 2005
Web Design, Web Design, Honours

DeVry Institute of Technology   1983 — 1985
Diploma, Computer Programming and Systems, Computer Programming

Daniel Talje CFA, CIPM, FRM Daniel Talje CFA, CIPM, FRM Edmonton, Canada Area Details
Daniel Talje CFA, CIPM, FRM's RBC Dominion Securities Experience June 2007 - January 2009
Job Associate, Perfromance Measurement & Attribution at CPP Investment Board
Industry Financial Services
Experience
Alberta Investment Management Corporation (AIMCo)   September 2010 - May 2015
RBC Dominion Securities   June 2007 - January 2009

Skills
Fixed Income, Portfolio Management, Derivatives, Securities, Valuation, Financial Modeling, Performance Attribution, Financial Analysis, Corporate Finance, Financial Risk, Risk Management, Equities, Bloomberg, Investment Strategies, Alternative Investments, Hedge Funds, Investment Management, Investments

Education
Concordia University   2003 — 2006
MBA

Adam Rafelman Adam Rafelman Toronto, Canada Area Details
Adam Rafelman's RBC Dominion Securities Experience September 2010 - December 2010
Job Business Development Manager
Industry Investment Management
Experience
NEI Investments  March 2014 - Present
CI Investments Inc.  September 2011 - March 2014
RBC Dominion Securities   September 2010 - December 2010
Barometer Capital Management   January 2009 - April 2009
Billie Bear Lodge   June 2008 - August 2008
Vector Marketing  April 2008 - June 2008
Lawry Nisker CA   April 2006 - May 2006

Skills
-Canadian Securities..., Business Development, Investments, Management, Marketing, Portfolio Management, Sales, Relationship Management, Customer Service, Financial Modeling, Microsoft Office, Microsoft Excel

Education
Dalhousie University   2008 — 2011
Commerce, Finance

Florence Situ Florence Situ Montreal, Canada Area Details
Florence Situ's RBC Dominion Securities Experience 1996 - 1998
Job Health Provider, Actor/Model
Industry Health, Wellness and Fitness
Experience
Massage Therapist  2004 - Present
Freelance Actor, ACTRA, UDA   2001 - Present
Model  2001 - Present
RBC Dominion Securities   1996 - 1998
Richardson Greenshields  1994 - 1996

Skills
Wellness, Fitness, Nutrition, Holistic Health, Lifestyle, Yoga, Meditation, Swedish, Reiki, Stress Management, Pain Management

Education
Institute Kine-Concept   2003 — 2004
Therapeutic Massage, Massage Therapy

Concordia University   1989 — 2004
B.Comm, Finance/Marketing

Lasalle College   1989 — 1990
Fashion Production

Dawson College   1986 — 1989
Management, Retail Management

John Pang John Pang Toronto, Canada Area Details
John Pang's RBC Dominion Securities Experience 2005 - 2010
Job Compliance Manager DS/CM
Industry Financial Services
Experience
RBC Dominion Securities   2005 - 2010
Mackenzie Investments  2001 - 2005

Skills
Fixed income..., Foreign Exchange..., Equity trade..., Derivatives Strategies, Securities Regulation, Risk Management, Mutual Funds Investment..., AML, Financial Risk, Capital Markets, Financial Services, Ms excel

Education
Dalhousie University
Bachelor of Engineering (BEng), Mechanical Engineering

Dalhousie University
Bachelor of Science (BSc), Mathematics

Matea Bokor Matea Bokor Montreal, Canada Area Details
Matea Bokor's RBC Dominion Securities Experience November 2012 - September 2013
Job Strategic Liaison to CLevel Executives at PWM Summit Group
Industry Investment Management
Experience
Private Wealth Management Group   September 2014 - Present
RBC Dominion Securities   November 2012 - September 2013
Desjardins  February 2011 - November 2012
Desjardins  December 2009 - February 2011

Skills
Wealth Management, Financial Analysis, Finance, Equities, Trading, Mutual Funds, VBA, French, Retirement Planning, Microsoft Excel, Analysis, Access

Education
Concordia University   2007 — 2010
Bachelor, Finance

Deborah Carrique Deborah Carrique Toronto, Canada Area Details
Deborah Carrique's RBC Dominion Securities Experience Branch ManagerRBC Royal Bank1990 - 1992
Job Regional Administrator at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities   Branch ManagerRBC Royal Bank1990 - 1992

Skills
Investments, Wealth Management, Event Planning, Microsoft Excel, Communication, PowerPoint, Microsoft Word, Organization Skills, Mutual Funds, Portfolio Management

Education
Concordia University   1979 — 1982
Business - Partial, Business

Lauren Camargo Sanchez Lauren Camargo Sanchez Toronto, Canada Area Details
Lauren Camargo Sanchez's RBC Dominion Securities Experience January 2015 - Present
Job Licensed Associate at RBC Dominion SecuritiesWealth Management
Industry Banking
Experience
RBC Dominion Securities   January 2015 - Present
RBC Dominion Securities   July 2014 - January 2015
RBC  April 2013 - July 2014
RBC  November 2011 - April 2013
Match Marketing Group  July 2011 - December 2011
Metacorp Innovative Technologies, Inc   May 2010 - August 2010
Colorshadow Communications, Inc   March 2009 - May 2009

Skills
Customer Service, Sales, Banking, Retail Banking, Event Planning, Customer Satisfaction, Marketing, Teamwork, Time Management, Analysis, Finance, Outlook, Negotiation, Microsoft Excel, Budgets, Marketing Strategy, Management, Microsoft Office

Education
George Brown College   2010 — 2011
Post-Graduate Certificate, Marketing Management-Financial Services, 3.24

Universidad Católica Andrés Bello   2000 — 2006
Bachelor’s Degree, Business Administration

Michele Brousseau Michele Brousseau Kitchener, Canada Area Details
Michele Brousseau's RBC Dominion Securities Experience June 2008 - November 2009
Job Financial Services Manager at BMO
Industry Financial Services
Experience
BMO  July 2013 - Present
BMO Financial Group  December 2009 - July 2013
RBC Dominion Securities   June 2008 - November 2009
CIBC  1987 - 2007
CIBC  1987 - 2007

Skills
Strategic Financial..., Wealth Management, Investments, Retirement Planning, Mutual Funds, Portfolio Management, Commercial Lending, Credit, Mortgage Lending, Banking, Consumer Lending, Credit Analysis, Small Business Lending, Retail Banking, Loans, Commercial Banking

Education
Conestoga College   1990 — 1992

Andrew Reitknecht, CFA, MBA Andrew Reitknecht, CFA, MBA Toronto, Canada Area Details
Andrew Reitknecht, CFA, MBA's RBC Dominion Securities Experience 2013 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Banking
Experience
RBC Dominion Securities   2013 - Present
Scotia Capital  2010 - 2013
Scotia Capital  2009 - 2010
Humber College  2009 - 2009
Scotia Capital  2008 - 2008
Enbridge Gas Distribution  2007 - 2007

Skills
Equities, Equity Research, Trading, Derivatives, Finance, Financial Modeling, Valuation, Hedge Funds, Investments, Options, Corporate Finance, Financial Analysis, Private Equity, Personal Financial..., Estate Planning, Strategy

Education
McMaster University
MBA, Finance, Deans List

CFA

EDHEC Business School
Master of Science (M.Sc.), Finance

University of Guelph
Bachelor of Commerce (BCom) Honours, Economics, Deans List

Ann Ball, FCSI, FMA Ann Ball, FCSI, FMA Kitchener, Canada Area Details
Ann Ball, FCSI, FMA's RBC Dominion Securities Experience January 2007 - August 2008
Job Investment Specialist at Kechnie Investment Services
Industry Investment Management
Experience
Kechnie Investment Services   February 2011 - Present
A New View Renovations   January 2007 - Present
Run for Life   2009 - June 2013
Argosy Securities   September 2009 - October 2010
RBC Dominion Securities   January 2007 - August 2008
CIBC Wood Gundy  April 2004 - January 2007

Skills
Investments, Wealth Management, Retirement Planning, Wealth, Mutual Funds, Portfolio Management, Asset Allocation, Strategic Financial..., Insurance, Retirement, Financial Planning, Mortgage Lending, Life Insurance, Derivatives, Analysis, Financial Advisory, Investment Advisory, Registered Disability..., Saving for Education, First Time Home Buyers, Contractors, Decks, Kitchen & Bath Design, Stone Masonary, Commercial and..., Investment Strategies, Asset Management, Finance, Options Strategies, Retirement Plan..., Equities, Bonds, ETFs, GIC, Segregated Funds, Relationship Management, Trading, Credit, Options, Valuation, Wealth Management...

Education
Conestoga College   2000 — 2004
Business Administration - Financial Planning

University of Guelph
Management Economics

Henri-Julien Chartrand Henri-Julien Chartrand Montreal, Canada Area Details
Henri-Julien Chartrand's RBC Dominion Securities Experience November 2008 - March 2010
Job Independent Financial Services Professional
Industry Financial Services
Experience
C4 Wealth Management   September 2015 - Present
ProVie Assurances   April 2014 - September 2015
RBC Dominion Securities   November 2008 - March 2010

Skills
Insurance, Financial Planning, Mutual Funds, Risk Management, Assurance, Investments, Délégué Responsable...

Education
Concordia University
Biochemistry

Rosanna Pucella Rosanna Pucella Montreal, Canada Area Details
Rosanna Pucella's RBC Dominion Securities Experience September 2007 - November 2012
Job Assistant Branch Manager
Industry Investment Management
Experience
RBC Dominion Securities Inc.  November 2012 - Present
RBC Dominion Securities   September 2007 - November 2012
RBC Dominion Securities   1996 - 2006

Skills
Wealth Management, Insurance, Mutual Funds, Investment Strategies, Investments, Asset Allocation, Retirement Planning, Portfolio Management, Equities, Asset Management, Securities

Education
Concordia University   1991 — 1994
B.Comm, Finance, Marketing

Julie Brown Julie Brown Toronto, Canada Area Details
Julie Brown's RBC Dominion Securities Experience November 2014 - Present
Job Manager, Business Development at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities   November 2014 - Present
RBC Dominion Securities   July 2012 - October 2014
RBC Dominion Securities   September 2010 - July 2012
RBC Dominion Securities   March 2008 - October 2010

Skills
Fixed Income, Wealth Management..., Retirement Planning, ETFs, Financial Services, Mutual Funds, Asset Management, Estate Planning, Wealth Management, Business Development, Investment Strategies, Business Analysis, Investment Management, Marketing, Investment Advisory, Investments, Portfolio Management, Strategic Financial..., Securities, Bonds, Business Strategy, High Net Worth..., Alternative Investments, Equities, Asset Allocation

Education
Dalhousie University   2003 — 2007
BA, Spanish, Political Science

Universidad de Salamanca   2004 — 2004
Diploma de Espanol

Joan Yudelson Joan Yudelson Toronto, Canada Area Details
Joan Yudelson's RBC Dominion Securities Experience 2007 - 2010
Job VP, Professional Practice at Financial Planning Standards Council
Industry Financial Services
Experience
Financial Planning Standards Council  June 2013 - Present
Financial Planning Standards Council  April 2010 - May 2013
RBC Dominion Securities   2007 - 2010
CIBC  1997 - 2005

Skills
Strategic Planning, Instructional Design, Wealth Management, Writing, Strategic Financial..., Leadership, Estate Planning, Marketing Communications, E-Learning, Event Planning, Investments, Retirement, Sales, Microsoft Office, Training, Program Management, Financial Advisory, Financial Planners, Financial Services, Portfolio Management, Strategy, Retirement Planning, Financial Planning

Education
York University   1995 — 1999
Master of Business Administration (M.B.A.), Marketing

Concordia University   1992 — 1996
Bachelor of Commerce (B.Com.), Accounting

Adrian Luciani, CFP Adrian Luciani, CFP Toronto, Canada Area Details
Adrian Luciani, CFP's RBC Dominion Securities Experience November 2013 - February 2015
Job Investment Specialist at Scotia Asset Management
Industry Investment Banking
Experience
Scotiabank  March 2015 - Present
RBC Dominion Securities   November 2013 - February 2015
CIBC  May 2013 - November 2013
CIBC  October 2011 - May 2013
CIBC  November 2010 - October 2011

Skills
Customer Service, Banking, Wealth Management, Financial Analysis, Finance, Investments, Asset Allocation, Portfolio Management, Investment Strategies, Estate Planning, High Net Worth..., Financial Markets, Retail Banking, Risk Management, Strategic Financial..., Insurance, Accounting, Mortgage Lending, Financial Services, Financial Planning

Education
York University   2005 — 2009
Honours BA, Business

George Brown College   2014 — 2014
Advanced Personal Financial Planning, Financial Planning and Services

ann mcculloch ann mcculloch Toronto, Canada Area Details
ann mcculloch's RBC Dominion Securities Experience March 1992 - June 2011
Job Client Services Davis Rea Ltd
Industry Financial Services
Experience
Davis Rea Limited   July 2011 - Present
RBC Dominion Securities   March 1992 - June 2011

Education
Concordia University
Commerce, Finance

Qiang Cai Qiang Cai Montreal, Canada Area Details
Qiang Cai's RBC Dominion Securities Experience June 2012 - April 2013
Job Associate at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities   June 2012 - April 2013
Pollitt & Co. INC.   April 2010 - June 2012
Dundee Capital Markets  May 2009 - September 2009
Industrial Bank Co. LTD  June 2006 - January 2007

Education
Concordia University
Master of Business Administration (MBA), Finance, General

Daniel Biron, B.A. Daniel Biron, B.A. Montreal, Canada Area Details
Daniel Biron, B.A.'s RBC Dominion Securities Experience June 2000 - March 2002
Job Conseiller en placement chez Financière Banque Nationale
Industry Financial Services
Experience
National Bank of Canada  April 2009 - Present
BMO Nesbitt Burns  April 2002 - March 2009
RBC Dominion Securities   June 2000 - March 2002
Domtar  June 1997 - June 1999
Noribco inc.   August 1990 - May 1997
Mailloux Baillargeon inc.   June 1985 - July 1990
Pharmaprix  March 1984 - May 1985
Playtex Products  May 1982 - February 1984

Skills
Entrepreneurial..., Strategic Planning, Customer Relations

Education
Organisme canadien de réglementation du commerce des valeurs mobilières (ORCVM)   2000 — 2011
Conseiller en placement, Valeurs mobilières

Autorité des marchés financiers (AMF)   2000 — 2005
Conseiller en sécurité financière, Assurances de personnes

Concordia University   1978 — 1982
B.A. arts, psychologie, marketing, management

CÉGEP Bois-de-Boulogne   1975 — 1978
DÉC, Sciences humaines

Collège Laval   1970 — 1975
DÉS

Francesca La Morgia Francesca La Morgia Montreal, Canada Area Details
Francesca La Morgia's RBC Dominion Securities Experience March 1992 - September 2006
Job Associate at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy  September 2006 - Present
RBC Dominion Securities   March 1992 - September 2006

Skills
Investments, Securities, Fixed Income, Mutual Funds, Wealth Management, Asset Management, Alternative Investments, Estate Planning, Equities, Coordinating Events, Events Coordination, Cooking, Investment Strategies, ETFs, Asset Allocation

Education
Dawson College   1986 — 1989
DEC, Commerce

Neelima Datt Neelima Datt Toronto, Canada Area Details
Neelima Datt's RBC Dominion Securities Experience June 2013 - Present
Job ASSOCIATE at RBC Dominion Securities
Industry Banking
Experience
RBC Dominion Securities   June 2013 - Present
KRN CONSULTING INC   July 2001 - Present
TD Bank Group  November 2010 - May 2013

Skills
Wealth Management, Portfolio Management, Investments, Mutual Funds, Investment Strategies, Fixed Income, Banking, Capital Markets, Financial Analysis, Asset Management, Bonds, Business Analysis, Derivatives, Equities, Estate Planning, Financial Advisory, Financial Reporting, Investment Advisory, Retirement Planning, Securities, Risk Management, Strategic Financial..., Asset Allocation, Port, Financial Planning

Education
Canadian Securities Course
CSC, Investments and Securities, Honors

Conduct and Practices Handbook
CPH, Investments and Securities, Honors

Certified Public Accountant
CPA, Accounting and Business/Management

Delhi School of Economics
Master's degree, Accounting and Finance

Robert Flander Robert Flander Montreal, Canada Area Details
Robert Flander's RBC Dominion Securities Experience September 1997 - October 1998
Job investment advisor assistant at CIBC Wood Gundy
Industry Investment Management
Experience
CIBC Wood Gundy  October 1998 - Present
RBC Dominion Securities   September 1997 - October 1998

Skills
Mutual Funds, Wealth Management, Investment Advisory, Investment Strategies, Investments, Securities, Asset Allocation, Equities, Retirement Planning, Fixed Income, Portfolio Management, Investment Management, Bonds, Asset Management, Alternative Investments

Education
Concordia University   1988 — 1992
Bachelor Degree, Specialization Urban Studies

Heidi Currie Heidi Currie London, Canada Area Details
Heidi Currie's RBC Dominion Securities Experience January 2006 - January 2009
Job Manager at Argyle Business Improvement Association Board of Management
Industry Building Materials
Experience
Argyle Business Improvement Association Board of Management   April 2013 - Present
Oxford Community Foundation   January 2005 - Present
Jim Shipp Plumbing and Heating   July 2009 - February 2013
Currently Jim Shipp Plumbing & Heating   July 2009 - February 2013
RBC Dominion Securities   January 2006 - January 2009
Kelly Services  January 2005 - August 2005
Xerox Canada  January 2004 - January 2005
Downtown Woodstock, BIA   January 2000 - January 2004
Heart and Stroke Foundation  January 1999 - January 2000

Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Data Entry, Sales, Purchasing, Teamwork, Retail, Accounting, Strategic Planning, Team Building, Research, English, Process Scheduler, Team Leadership

Education
Fanshawe College

Microcomputer Software Applications

Pat Keene Pat Keene Toronto, Canada Area Details
Pat Keene's RBC Dominion Securities Experience June 1983 - November 1992
Job Preferred Share Specialist
Industry Financial Services
Experience
BMO Nesbitt Burns  November 1992 - Present
RBC Dominion Securities   June 1983 - November 1992
CIBC  June 1979 - May 1983

Skills
Equities, Fixed Income, Preferred Stock, Convertible Bonds

Education
Concordia University   1981 — 1983
Master of Business Administration (MBA), Marketing

Queen's University   1975 — 1979
Honours BA, French Translation

Nadia Prata Nadia Prata Montreal, Canada Area Details
Nadia Prata's RBC Dominion Securities Experience August 2001 - June 2002
Job Marketing at Salvarani North America
Industry Farming
Experience
Salvarani North America   July 2001 - Present
Nettuno A.S.G inc   July 2001 - Present
RBC Dominion Securities   August 2001 - June 2002
BMO Nesbitt Burns  October 1997 - July 2001

Skills
Canadian Securuties..., Equity Trading

Education
Concordia University   1992 — 1996
Bachelor of Arts, Major Economics

CEGEP Champlain   1992 — 1994
DEC Health Sciences

Fred Langin Fred Langin Winnipeg, Canada Area Details
Fred Langin's RBC Dominion Securities Experience March 1995 - August 2002
Job business developement manager\​ Account Executive\​Territory Sales Manager\​
Industry Financial Services
Experience
Western Union Business Solutions  August 2013 - Present
Canadian Homequity Bank   November 2007 - September 2012
Bank of Montreal  January 2004 - July 2007
RBC Dominion Securities   March 1995 - August 2002

Skills
New Business Development, Sales Operations, Investments, Relationship Management, Sales, Marketing, Business Development, Account Management, Business Strategy, Sales Management, Strategic Planning, Marketing Strategy, Negotiation, Business Planning, Lead Generation, Solution Selling, Business Analysis, B2B

Education
Florida State University

The University of Winnipeg
First year, Psychology

Anita Jandu Anita Jandu Greater New York City Area Details
Anita Jandu's RBC Dominion Securities Experience August 2005 - August 2006
Job Attorney JD, LLM, International Tax
Industry Law Practice
Experience
EY  October 2013 - Present
Georgetown University Law Center  August 2012 - May 2013
Deloitte  July 2011 - June 2012
Deloitte  September 2009 - June 2011
PA Office of Attorney General  June 2007 - March 2009
Deloitte  June 2008 - August 2008
RBC Dominion Securities   August 2005 - August 2006

Skills
Corporate Tax, Corporate Tax Planning, International Tax, Tax Advisory, Legal Research, Legal Writing, Legal Advice, Corporate Law, Westlaw, Trusts, Tax Research, Transfer Pricing

Education
Georgetown University Law Center
Master of Laws (LL.M.), International Taxation, With Distinction

Pennsylvania State University, The Dickinson School of Law   2006 — 2009
JD, Law

Wilfrid Laurier University   2001 — 2006
Hons. BA, Political Science

Wilfrid Laurier University   2001 — 2005
Hons. BBA, Business

Mathias Stöcker, BBA, FPSC Level 1 ™ Mathias Stöcker, BBA, FPSC Level 1 ™ Vancouver, Canada Area Details
Mathias Stöcker, BBA, FPSC Level 1 ™'s RBC Dominion Securities Experience November 2014 - January 2015
Job Management Associate Commercial Banking
Industry Financial Services
Experience
Canadian Western Bank  January 2015 - Present
RBC Dominion Securities   November 2014 - January 2015
Canadian Western Bank  May 2014 - August 2014
Champs Sports  August 2010 - August 2013

Education
Douglas College   2013 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Douglas College
Diploma, Commerce and Business Administration

Erica Roa Erica Roa Toronto, Canada Area Details
Erica Roa's RBC Dominion Securities Experience July 2013 - Present
Job RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities   July 2013 - Present
Marsh Canada Limited  June 2013 - June 2013
Banco Santander Colombia   December 2007 - March 2009
Ultrabursatiles, Colombian stock brokerage firm   January 2007 - December 2007
www.bancosantander.com (recently acquired by Corpbanca Chile - www.bancocorpbanca.com.co)   August 2005 - January 2007
Ultrabursatiles, Colombian stock brokerage firm   August 2004 - August 2005

Skills
Analysis, Finance, Investment Strategies, Bloomberg, Strategy, Financial Modeling, Equities, Portfolio Management, Trading, Investments, Investment Banking, Financial Markets, Private Equity, Economics, Forecasting, Valuation, Derivatives, Fixed Income, Corporate Finance, Capital Markets, Equity Research, Securities, Bonds, Mutual Funds, Asset Allocation, Financial Risk

Education
Canadian Securities Course (CSC)   2014 — 2015
Derivatives Fundamentals and Options Licensing Course (DFOL)

University of Toronto   2014 — 2014
Choosing Income Investments (Course)

Canadian Securities Institute   2013 — 2013
CPH - Conduct and Practices Handbook Course, Pass

Sheridan College   2013 — 2013
Enhanced Language Training (ELT)

Sheridan College   2012 — 2013
Occupational Specific Language Training (OSLT)

Canadian Securities Institute   2012 — 2012
CSC - Canadian Securities Certification, Certification, Pass

George Brown College   2012 — 2012
Financial Planner - Ontario Graduate Certificate, Finance, General

Universidad Nacional de Colombia   1999 — 2004
Bachelors Degree, Economics

Peter Correa Peter Correa Toronto, Canada Area Details
Peter Correa's RBC Dominion Securities Experience January 2006 - Present
Job Senior Support Analyst RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities   January 2006 - Present

Education
Dawson College
Information Technology 3 year career diploma, IT courses, Economics, Advanced Maths, Accounting 1 & II, English and Humanities, Post Secondary

Olivier Bellemare Olivier Bellemare Montreal, Canada Area Details
Olivier Bellemare's RBC Dominion Securities Experience September 2013 - Present
Job Fx sales
Industry Capital Markets
Experience
RBC Capital Markets  November 2014 - Present
RBC Dominion Securities   September 2013 - Present

Skills
Options, Stock Trading, Finance, Financial Analysis, Economics, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Financial..., Personal Financial..., Investments, Portfolio Management, Anglais, Microsoft Office, Service client, Travail d'équipe, Leadership d'équipe, Banque

Education
École des sciences de la gestion (ESG UQAM)   2012 — 2015

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