RBC Dominion Securities
Industry: Company
DescriptionFounded: 1987 Parent organization: RBC Dominion Securities Subsidiaries: RBC Alternative Assets, Inc.,
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RBC Dominion Securities Employees
Employee
Years
Job
Industry
Lee Kelly Lee Kelly's RBC Dominion Securities Experience 1996 - 1997
Job Senior Account Manager at MetalChem Canada Inc.
Industry Mining & Metals
Experience
MetalChem Canada Inc. 2002 - Present
IMCO Recycling 1998 - 2002
U.S. Zinc June 1997 - 1998
RBC Dominion Securities 1996 - 1997
Skills
Account Management, Management, Sales, Sales Management, Negotiation, New Business Development, Business Strategy, Procurement, Business Development, Contract Negotiation, Forecasting, International Sales, Key Account Management
Education
Lakehead University 1991 — 1996
Bachelor's Degree, Geography, (Hon) Outdoor Recreation
MetalChem Canada Inc. 2002 - Present
IMCO Recycling 1998 - 2002
U.S. Zinc June 1997 - 1998
RBC Dominion Securities 1996 - 1997
Skills
Account Management, Management, Sales, Sales Management, Negotiation, New Business Development, Business Strategy, Procurement, Business Development, Contract Negotiation, Forecasting, International Sales, Key Account Management
Education
Lakehead University 1991 — 1996
Bachelor's Degree, Geography, (Hon) Outdoor Recreation
Rebecca Hoffer Rebecca Hoffer's RBC Dominion Securities Experience May 2014 - August 2015
Job Student at The Richard Ivey School of Business
Industry Financial Services
Experience
Havergal College June 2013 - Present
RBC Dominion Securities May 2014 - August 2015
Camp Tamarack June 2012 - August 2013
ViBE Dance and Fitness Studio September 2011 - June 2013
Zodiac Swim School September 2010 - December 2011
Education
Ivey Business School at Western University 2015 — 2017
Bachelor’s Degree, Honours Business Administration
Western University 2013 — 2015
Bachelor’s Degree, Honours Specialization in Political Science
Havergal College June 2013 - Present
RBC Dominion Securities May 2014 - August 2015
Camp Tamarack June 2012 - August 2013
ViBE Dance and Fitness Studio September 2011 - June 2013
Zodiac Swim School September 2010 - December 2011
Education
Ivey Business School at Western University 2015 — 2017
Bachelor’s Degree, Honours Business Administration
Western University 2013 — 2015
Bachelor’s Degree, Honours Specialization in Political Science
Mahwish Nasrullah's RBC Dominion Securities Experience March 2013 - February 2014
Job Innovative | Driven | Analytical
Industry Human Resources
Experience
CIBC January 2015 - Present
Epicater March 2014 - Present
RBC Dominion Securities March 2013 - February 2014
Skills
Bloomberg Equity..., Prezi, Microsoft Excel, Time Management, Bloomberg, Creativity, Team Leadership, Collaborative Problem..., Banking, Leadership, Video Production, Video Editing, New Business Development, Communication, Creative Solutions, Photoshop, Teamwork, Public Speaking, Event Planning, Editing, Marketing Strategy
Education
George Brown College Continuing Education 2014 — 2015
Human Resources Management/Personnel Administration, General
University of Toronto 2008 — 2013
Bachelor of Commerce degree, Finance and Economics
CIBC January 2015 - Present
Epicater March 2014 - Present
RBC Dominion Securities March 2013 - February 2014
Skills
Bloomberg Equity..., Prezi, Microsoft Excel, Time Management, Bloomberg, Creativity, Team Leadership, Collaborative Problem..., Banking, Leadership, Video Production, Video Editing, New Business Development, Communication, Creative Solutions, Photoshop, Teamwork, Public Speaking, Event Planning, Editing, Marketing Strategy
Education
George Brown College Continuing Education 2014 — 2015
Human Resources Management/Personnel Administration, General
University of Toronto 2008 — 2013
Bachelor of Commerce degree, Finance and Economics
Johnny Anke Wang Johnny Anke Wang's RBC Dominion Securities Experience May 2012 - August 2012
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Barclays May 2014 - August 2014
RBC Global Asset Management May 2013 - August 2013
RBC Dominion Securities May 2012 - August 2012
Skills
Teamwork, Marketing, Leadership, Strategy, Finance, Time Management, Sales, Event Planning, Public Speaking, Valuation, Microsoft Excel, Business Development
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2015
Sir Winston Churchill Secondary School 2009 — 2011
Barclays May 2014 - August 2014
RBC Global Asset Management May 2013 - August 2013
RBC Dominion Securities May 2012 - August 2012
Skills
Teamwork, Marketing, Leadership, Strategy, Finance, Time Management, Sales, Event Planning, Public Speaking, Valuation, Microsoft Excel, Business Development
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2015
Sir Winston Churchill Secondary School 2009 — 2011
Morgan Pudel's RBC Dominion Securities Experience February 2014 - Present
Job Associate Wealth Advisor at RBC Dominion Securities, Melnyk Wealth Management
Industry Investment Management
Experience
RBC Dominion Securities February 2014 - Present
RBC Global Asset Management August 2009 - February 2014
Marlin Travel March 2006 - February 2007
UNIGLOBE Geo Travel August 2003 - June 2005
Skills
ETFs, Investment Strategies, Investments, Wealth Management, Mutual Funds, Employee Training, Financial Planners, Compliance, Events Coordination, Office Administration, Business Travel, Team Leadership, Investment Advisory, Investment Management, Asset Allocation, Securities, Management
Education
Grant Macewan University 2002 — 2003
Travel and Tourism
RBC Dominion Securities February 2014 - Present
RBC Global Asset Management August 2009 - February 2014
Marlin Travel March 2006 - February 2007
UNIGLOBE Geo Travel August 2003 - June 2005
Skills
ETFs, Investment Strategies, Investments, Wealth Management, Mutual Funds, Employee Training, Financial Planners, Compliance, Events Coordination, Office Administration, Business Travel, Team Leadership, Investment Advisory, Investment Management, Asset Allocation, Securities, Management
Education
Grant Macewan University 2002 — 2003
Travel and Tourism
Derek Martel's RBC Dominion Securities Experience January 2009 - December 2009
Job Sales Executive / Business Development / Promotions / CRM (Pipeline Management) / Event Management
Industry Leisure, Travel & Tourism
Experience
Rogers Communications March 2015 - Present
ComFree Commonsense Network brokerage May 2014 - September 2014
The Canadian Institute August 2013 - May 2014
Contiki Holidays March 2012 - December 2012
Sunwing Travel Group November 2010 - March 2012
Breakaway Tours January 2010 - December 2010
RBC Dominion Securities January 2009 - December 2009
Aluminum Mold and Pattern April 2005 - December 2008
Skills
Event Management, Direct Marketing, Marketing Management, Customer Service, Training, Tourism, Social Media Marketing, Event Planning, Travel Management, Recruiting, CRM, Leadership, Sales, Marketing Strategy, Sales Management
Education
Ministry of Community Safety and Correctional Services, Toronto, Ont. 2014 — 2014
OSL, Security
George Brown College 2013 — 2013
IMBA, Mortgage Agent
CSI 2011 — 2011
IFIC, Mutual Funds
George Brown College 2009 — 2010
MARKETING MANAGEMENT - POST GRADUATE DIPLOMA, Marketing Management - Financial Services
Canadian Institute of Travel
Travel / Tourism
Georgian College
Rogers Communications March 2015 - Present
ComFree Commonsense Network brokerage May 2014 - September 2014
The Canadian Institute August 2013 - May 2014
Contiki Holidays March 2012 - December 2012
Sunwing Travel Group November 2010 - March 2012
Breakaway Tours January 2010 - December 2010
RBC Dominion Securities January 2009 - December 2009
Aluminum Mold and Pattern April 2005 - December 2008
Skills
Event Management, Direct Marketing, Marketing Management, Customer Service, Training, Tourism, Social Media Marketing, Event Planning, Travel Management, Recruiting, CRM, Leadership, Sales, Marketing Strategy, Sales Management
Education
Ministry of Community Safety and Correctional Services, Toronto, Ont. 2014 — 2014
OSL, Security
George Brown College 2013 — 2013
IMBA, Mortgage Agent
CSI 2011 — 2011
IFIC, Mutual Funds
George Brown College 2009 — 2010
MARKETING MANAGEMENT - POST GRADUATE DIPLOMA, Marketing Management - Financial Services
Canadian Institute of Travel
Travel / Tourism
Georgian College
Pavle (Pav) Dundur Pavle (Pav) Dundur's RBC Dominion Securities Experience November 2014 - Present
Job Associate at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities November 2014 - Present
Junior Chamber International Edmonton January 2014 - Present
HSBC July 2014 - November 2014
HSBC June 2013 - July 2014
TD Canada Trust April 2012 - June 2013
City of Edmonton May 2007 - September 2011
Skills
Investments, Mutual Funds, Banking, Finance, Strategic Financial..., Microsoft Excel, Microsoft Office, Wealth Management, Financial Analysis, Financial Advisory, Microsoft Word, Financial Services, Mortgage Lending, Derivatives, Equities, Credit Analysis, Retirement Planning, Team Leadership, Board of Directors, Nonprofits, Financial Planning, Analysis
Education
Northern Alberta Institute of Technology 2009 — 2011
BBA, Finance
Grant Macewan College 2006 — 2009
B.COM, Business/Commerce, General (transfer program)
RBC Dominion Securities November 2014 - Present
Junior Chamber International Edmonton January 2014 - Present
HSBC July 2014 - November 2014
HSBC June 2013 - July 2014
TD Canada Trust April 2012 - June 2013
City of Edmonton May 2007 - September 2011
Skills
Investments, Mutual Funds, Banking, Finance, Strategic Financial..., Microsoft Excel, Microsoft Office, Wealth Management, Financial Analysis, Financial Advisory, Microsoft Word, Financial Services, Mortgage Lending, Derivatives, Equities, Credit Analysis, Retirement Planning, Team Leadership, Board of Directors, Nonprofits, Financial Planning, Analysis
Education
Northern Alberta Institute of Technology 2009 — 2011
BBA, Finance
Grant Macewan College 2006 — 2009
B.COM, Business/Commerce, General (transfer program)
Chris Wert Chris Wert's RBC Dominion Securities Experience November 2013 - Present
Job Program Manager at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities November 2013 - Present
RBC Dominion Securities September 2010 - November 2013
Canaccord Genuity Corp February 2009 - February 2011
Bank of Montreal Nesbitt Burns July 2002 - February 2009
Bank of Montreal Nesbitt Burns June 2001 - July 2002
North York In-Line Hockey January 1995 - January 2002
Skills
Equities, Management, Investments, Investment Strategies, Mutual Funds, Fixed Income, Asset Management, Wealth Management..., Trading
Education
Huron University College 1996 — 2000
Honours BA, Economics
Canadian Securities Institute
University Of Orebro 1999 — 2000
International Business and Economics Program
RBC Dominion Securities November 2013 - Present
RBC Dominion Securities September 2010 - November 2013
Canaccord Genuity Corp February 2009 - February 2011
Bank of Montreal Nesbitt Burns July 2002 - February 2009
Bank of Montreal Nesbitt Burns June 2001 - July 2002
North York In-Line Hockey January 1995 - January 2002
Skills
Equities, Management, Investments, Investment Strategies, Mutual Funds, Fixed Income, Asset Management, Wealth Management..., Trading
Education
Huron University College 1996 — 2000
Honours BA, Economics
Canadian Securities Institute
University Of Orebro 1999 — 2000
International Business and Economics Program
Stéphane Lavoie, MBA, Pl.fin.,CIM, FCSI Stéphane Lavoie, MBA, Pl.fin.,CIM, FCSI's RBC Dominion Securities Experience February 1997 - February 2003
Job retraité de Valeurs mobilières Desjardins
Industry Banking
Experience
Gestion de patrimoine - Valeurs mobilières Desjardins March 2003 - August 2015
RBC Dominion Securities February 1997 - February 2003
Caisse Desjardins de St-Laurent March 1988 - December 1996
Bank of Montreal April 1984 - April 1988
Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Asset Managment, Financial Markets, Insurance, Financial Analysis, French, Coaching, Investment Advisory, Change Management, Structured Products
Education
Université du Québec à Montréal 1995 — 1997
MBA, Finance
HEC Montréal 1983 — 1985
Diplôme en Publicité, Marketing
Université du Québec à Montréal / UQAM 1978 — 1981
Bachelor of Business Administration (B.B.A.), Ressources Humaines
Gestion de patrimoine - Valeurs mobilières Desjardins March 2003 - August 2015
RBC Dominion Securities February 1997 - February 2003
Caisse Desjardins de St-Laurent March 1988 - December 1996
Bank of Montreal April 1984 - April 1988
Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Asset Managment, Financial Markets, Insurance, Financial Analysis, French, Coaching, Investment Advisory, Change Management, Structured Products
Education
Université du Québec à Montréal 1995 — 1997
MBA, Finance
HEC Montréal 1983 — 1985
Diplôme en Publicité, Marketing
Université du Québec à Montréal / UQAM 1978 — 1981
Bachelor of Business Administration (B.B.A.), Ressources Humaines
Nitharsen Karunabalasundram's RBC Dominion Securities Experience December 2010 - June 2011
Job Talent Development Manager at Flipp
Industry Marketing and Advertising
Experience
Flipp June 2014 - Present
Jobspring Partners April 2013 - June 2014
NITAN Group October 2012 - May 2014
Kijiji, an eBay Company November 2012 - December 2012
DealFind.com June 2011 - November 2012
RBC Dominion Securities December 2010 - June 2011
University of Guelph-Humber March 2010 - May 2011
Miratel Solutions May 2010 - August 2010
Voxdata May 2008 - October 2008
Skills
Salesforce.com, Social Media Marketing, CRM, Marketing, Customer Service, Social Media, Sales, Recruiting, Online Advertising, Account Management, Advertising, Teamwork, Cold Calling, Lead Generation, Strategy, Team Building, Advertising Sales, Team Leadership, Leadership, Time Management, Negotiation, Management, Social Networking, Inside Sales, Online Marketing, Customer Satisfaction, Technical Recruiting, Public Speaking, Technical Hiring, Ruby on Rails, Marketing Communications, JavaScript, Talent Management, Talent Acquisition
Education
Humber College 2007 — 2011
Business Adminstration Diploma, Marketing
University of Guelph 2007 — 2011
Honors Bachelor of Business Administration ,BBA, Marketing /International Business
WHCI 2003 — 2007
Flipp June 2014 - Present
Jobspring Partners April 2013 - June 2014
NITAN Group October 2012 - May 2014
Kijiji, an eBay Company November 2012 - December 2012
DealFind.com June 2011 - November 2012
RBC Dominion Securities December 2010 - June 2011
University of Guelph-Humber March 2010 - May 2011
Miratel Solutions May 2010 - August 2010
Voxdata May 2008 - October 2008
Skills
Salesforce.com, Social Media Marketing, CRM, Marketing, Customer Service, Social Media, Sales, Recruiting, Online Advertising, Account Management, Advertising, Teamwork, Cold Calling, Lead Generation, Strategy, Team Building, Advertising Sales, Team Leadership, Leadership, Time Management, Negotiation, Management, Social Networking, Inside Sales, Online Marketing, Customer Satisfaction, Technical Recruiting, Public Speaking, Technical Hiring, Ruby on Rails, Marketing Communications, JavaScript, Talent Management, Talent Acquisition
Education
Humber College 2007 — 2011
Business Adminstration Diploma, Marketing
University of Guelph 2007 — 2011
Honors Bachelor of Business Administration ,BBA, Marketing /International Business
WHCI 2003 — 2007
Kristen Maluish Kristen Maluish's RBC Dominion Securities Experience May 2011 - September 2011
Job Sales Strategy Manager at Johnson & Johnson
Industry Consumer Goods
Experience
Johnson & Johnson April 2014 - Present
Johnson & Johnson July 2013 - April 2014
Richard Ivey School of Business September 2011 - June 2013
Johnson & Johnson May 2012 - September 2012
RBC Dominion Securities May 2011 - September 2011
Diamond Integrated Marketing September 2010 - September 2010
RBC Capital Markets May 2010 - September 2010
RBC Capital Markets July 2009 - September 2009
Skills
Team Leadership, Marketing Strategy, Strategic Planning, Data Analysis, Trade Marketing, Shopper Marketing, Competitive Analysis, Business Insights, Relationship Management, Public Speaking, Project Management, Analytics, Financial Analysis, Market Research, Management, Leadership, Teamwork, Time Management
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2013
Honors Business Administration
The University of Western Ontario 2009 — 2011
Johnson & Johnson April 2014 - Present
Johnson & Johnson July 2013 - April 2014
Richard Ivey School of Business September 2011 - June 2013
Johnson & Johnson May 2012 - September 2012
RBC Dominion Securities May 2011 - September 2011
Diamond Integrated Marketing September 2010 - September 2010
RBC Capital Markets May 2010 - September 2010
RBC Capital Markets July 2009 - September 2009
Skills
Team Leadership, Marketing Strategy, Strategic Planning, Data Analysis, Trade Marketing, Shopper Marketing, Competitive Analysis, Business Insights, Relationship Management, Public Speaking, Project Management, Analytics, Financial Analysis, Market Research, Management, Leadership, Teamwork, Time Management
Education
The University of Western Ontario - Richard Ivey School of Business 2011 — 2013
Honors Business Administration
The University of Western Ontario 2009 — 2011
Jason Greenlees's RBC Dominion Securities Experience October 1994 - Present
Job Vice President & Portfolio Manager, RBC Dominion Securities. Helping build and grow your financial success.
Industry Financial Services
Experience
RBC Dominion Securities October 1994 - Present
Skills
Investments, Investment Strategies, Strategy, Portfolio Management, Securities, Finance, Wealth Management, Estate Planning, Management, Financial Services, Financial Advisory, Equities, Mutual Funds, Insurance, Customer Service, Fixed Income, Mortgage Lending
Education
McGill University 1989 — 1994
B Comm, Finance
RBC Dominion Securities October 1994 - Present
Skills
Investments, Investment Strategies, Strategy, Portfolio Management, Securities, Finance, Wealth Management, Estate Planning, Management, Financial Services, Financial Advisory, Equities, Mutual Funds, Insurance, Customer Service, Fixed Income, Mortgage Lending
Education
McGill University 1989 — 1994
B Comm, Finance
Cathy Ho Cathy Ho's RBC Dominion Securities Experience May 2012 - August 2012
Job Summer Intern at RBC DS
Industry Investment Management
Experience
Lim & Company Lawyers May 2012 - August 2012
RBC Dominion Securities May 2012 - August 2012
RBC Dominion Securities May 2011 - August 2011
Skills
Investments, Equities, Microsoft Excel, Social Media Marketing, Leadership, PowerPoint, Customer Service, Research
Education
The University of British Columbia 2009 — 2014
Bachelor's Degree, Political Science & History
Institut catholique de Paris
Language & Cultural studies
Université Paul Cézanne
IEFEE
Lim & Company Lawyers May 2012 - August 2012
RBC Dominion Securities May 2012 - August 2012
RBC Dominion Securities May 2011 - August 2011
Skills
Investments, Equities, Microsoft Excel, Social Media Marketing, Leadership, PowerPoint, Customer Service, Research
Education
The University of British Columbia 2009 — 2014
Bachelor's Degree, Political Science & History
Institut catholique de Paris
Language & Cultural studies
Université Paul Cézanne
IEFEE
Paul Potvin Paul Potvin's RBC Dominion Securities Experience September 1989 - June 1993
Job Capital Markets Professional
Industry Investment Banking
Experience
Canaccord Genuity Group Inc. March 2014 - June 2015
CIBC August 2012 - March 2014
Caisse de dépôt et placement du Québec (CDPQ) July 2009 - December 2010
ABN AMRO Bank / Royal Bank of Scotland November 2005 - April 2009
National Bank of Canada 1999 - 2004
TMG Financial Products July 1995 - November 1997
CIBC July 1993 - July 1995
RBC Dominion Securities September 1989 - June 1993
University of Toronto September 1986 - September 1989
Skills
Equity Derivatives, Structuring, Structured Finance, Credit Derivatives, Portfolio Management, Swaps, Structured Products, Fixed Income, Derivatives, Capital Markets, Financial Structuring, Financial Markets, Bonds, Credit, Hedge Funds, Securities, Market Risk, Equities, Financial Institutions, Investment Banking, Interest Rate..., Options, Securitization, Trading, FX Options, Bloomberg, Emerging Markets, Alternative Investments, Asset Management, Proprietary Trading, Trading Systems, Hedging, Equity Trading, Middle Office, Quantitative Finance
Education
University of Toronto 1976 — 1990
B.A. (Hons), Economics
Harvard University 1980 — 1986
Ph.D., Business Economics
University of Toronto Schools 1970 — 1976
Canaccord Genuity Group Inc. March 2014 - June 2015
CIBC August 2012 - March 2014
Caisse de dépôt et placement du Québec (CDPQ) July 2009 - December 2010
ABN AMRO Bank / Royal Bank of Scotland November 2005 - April 2009
National Bank of Canada 1999 - 2004
TMG Financial Products July 1995 - November 1997
CIBC July 1993 - July 1995
RBC Dominion Securities September 1989 - June 1993
University of Toronto September 1986 - September 1989
Skills
Equity Derivatives, Structuring, Structured Finance, Credit Derivatives, Portfolio Management, Swaps, Structured Products, Fixed Income, Derivatives, Capital Markets, Financial Structuring, Financial Markets, Bonds, Credit, Hedge Funds, Securities, Market Risk, Equities, Financial Institutions, Investment Banking, Interest Rate..., Options, Securitization, Trading, FX Options, Bloomberg, Emerging Markets, Alternative Investments, Asset Management, Proprietary Trading, Trading Systems, Hedging, Equity Trading, Middle Office, Quantitative Finance
Education
University of Toronto 1976 — 1990
B.A. (Hons), Economics
Harvard University 1980 — 1986
Ph.D., Business Economics
University of Toronto Schools 1970 — 1976
Justin Hennick's RBC Dominion Securities Experience May 2015 - August 2015
Job Western Law Student
Industry Financial Services
Experience
RBC Dominion Securities May 2015 - August 2015
Western Business Law Clinic May 2014 - April 2015
Westcoast Connection / 360° Student Travel July 2013 - July 2013
MuchMusic May 2013 - June 2013
Camp White Pine June 2012 - August 2012
Camp WhitePine June 2011 - August 2011
HELP!...We've Got Kids May 2011 - June 2011
Skills
Teamwork, Public Speaking, Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Team Leadership, Event Planning, Financial Modeling, Time Management, Customer Service, Data Analysis, Leadership, Critical Thinking, Microsoft Word, Accounting, Analytics, Management
Education
The University of Western Ontario 2013 — 2016
Law
The University of Western Ontario - Richard Ivey School of Business 2011 — 2013
HBA
The University of Western Ontario - Huron University College 2009 — 2011
Bachelor of Management and Organizational Studies
RBC Dominion Securities May 2015 - August 2015
Western Business Law Clinic May 2014 - April 2015
Westcoast Connection / 360° Student Travel July 2013 - July 2013
MuchMusic May 2013 - June 2013
Camp White Pine June 2012 - August 2012
Camp WhitePine June 2011 - August 2011
HELP!...We've Got Kids May 2011 - June 2011
Skills
Teamwork, Public Speaking, Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Team Leadership, Event Planning, Financial Modeling, Time Management, Customer Service, Data Analysis, Leadership, Critical Thinking, Microsoft Word, Accounting, Analytics, Management
Education
The University of Western Ontario 2013 — 2016
Law
The University of Western Ontario - Richard Ivey School of Business 2011 — 2013
HBA
The University of Western Ontario - Huron University College 2009 — 2011
Bachelor of Management and Organizational Studies
Stephanie Lachance-Coward Stephanie Lachance-Coward's RBC Dominion Securities Experience May 2012 - August 2012
Job Leadership Development Program at Tim Hortons
Industry Consumer Goods
Experience
Tim Hortons May 2015 - Present
Ivey Business School January 2014 - Present
Energy@Work Inc. June 2013 - August 2014
Muthoot Healthcare May 2014 - July 2014
RBC Dominion Securities May 2012 - August 2012
Alpine Ski Club December 2009 - March 2010
Skills
Teamwork, Microsoft Excel, Public Speaking, Microsoft Office, Critical Thinking, Time Management, Microsoft Word, Leadership, Event Planning
Education
Ivey Business School at Western University 2014 — 2015
Master's Degree, Candidate for Masters in International Business Management / CEMS Masters in Management
Ivey Business School at Western University 2010 — 2014
Bachelor's Degree, HBA, Completed 2 years of French Major
Oakville Trafalgar High School 2006 — 2010
Tim Hortons May 2015 - Present
Ivey Business School January 2014 - Present
Energy@Work Inc. June 2013 - August 2014
Muthoot Healthcare May 2014 - July 2014
RBC Dominion Securities May 2012 - August 2012
Alpine Ski Club December 2009 - March 2010
Skills
Teamwork, Microsoft Excel, Public Speaking, Microsoft Office, Critical Thinking, Time Management, Microsoft Word, Leadership, Event Planning
Education
Ivey Business School at Western University 2014 — 2015
Master's Degree, Candidate for Masters in International Business Management / CEMS Masters in Management
Ivey Business School at Western University 2010 — 2014
Bachelor's Degree, HBA, Completed 2 years of French Major
Oakville Trafalgar High School 2006 — 2010
Rayman Lotey Rayman Lotey's RBC Dominion Securities Experience March 2014 - Present
Job Branch Administrator at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities March 2014 - Present
Hampton Inn by Hilton February 2011 - September 2014
RBC Dominion Securities April 2012 - September 2012
RBC Dominion Securities March 2010 - March 2011
Décor Plus June 2009 - December 2009
Living Den March 2007 - May 2009
Skills
Customer Service, Clerical Skills, Office Administration, Cash Management, Problem Solving, Punctual, Professional..., Able To Multi-task, Fast Learner, Highly Adaptable, Strong Work Ethic, Motivated to Grow and..., Accounts Receivable, Adaptation, Sales, Administrative..., Data Entry, Teamwork, Time Management, Administrative..., Management
Education
Humber College 2012 — 2014
Advanced Diploma, Business Administration, GPA of 8.0
Humber College 2011 — 2014
Business Administration and Management, General
RBC Dominion Securities March 2014 - Present
Hampton Inn by Hilton February 2011 - September 2014
RBC Dominion Securities April 2012 - September 2012
RBC Dominion Securities March 2010 - March 2011
Décor Plus June 2009 - December 2009
Living Den March 2007 - May 2009
Skills
Customer Service, Clerical Skills, Office Administration, Cash Management, Problem Solving, Punctual, Professional..., Able To Multi-task, Fast Learner, Highly Adaptable, Strong Work Ethic, Motivated to Grow and..., Accounts Receivable, Adaptation, Sales, Administrative..., Data Entry, Teamwork, Time Management, Administrative..., Management
Education
Humber College 2012 — 2014
Advanced Diploma, Business Administration, GPA of 8.0
Humber College 2011 — 2014
Business Administration and Management, General
Karina Eichenberg Karina Eichenberg's RBC Dominion Securities Experience June 1996 - September 1998
Job Investor Relations at Tudor Investment Corporation
Industry Financial Services
Experience
Tudor Investment Corporation April 2008 - Present
Lehman Brothers April 2006 - April 2008
Merrill Lynch September 1998 - September 2003
RBC Dominion Securities June 1996 - September 1998
ARTHUR ANDERSEN LLP September 1993 - May 1996
Skills
Investor Relations, Hedge Funds, Equity Derivatives, Financial Markets, Prime Brokerage, Alternative Investments, Equities, Capital Markets, Fixed Income, Bloomberg, Equity Research, Asset Management, Private Equity, Derivatives, Investment Banking, Emerging Markets, Valuation, Fund Of Funds, Investments, Trading, Portfolio Management, Options, Financial Modeling
Education
The University of Western Ontario - Richard Ivey School of Business 1989 — 1993
BA, Honors Business Administration, Business
Tudor Investment Corporation April 2008 - Present
Lehman Brothers April 2006 - April 2008
Merrill Lynch September 1998 - September 2003
RBC Dominion Securities June 1996 - September 1998
ARTHUR ANDERSEN LLP September 1993 - May 1996
Skills
Investor Relations, Hedge Funds, Equity Derivatives, Financial Markets, Prime Brokerage, Alternative Investments, Equities, Capital Markets, Fixed Income, Bloomberg, Equity Research, Asset Management, Private Equity, Derivatives, Investment Banking, Emerging Markets, Valuation, Fund Of Funds, Investments, Trading, Portfolio Management, Options, Financial Modeling
Education
The University of Western Ontario - Richard Ivey School of Business 1989 — 1993
BA, Honors Business Administration, Business
Angela Lombardi-Singh Angela Lombardi-Singh's RBC Dominion Securities Experience June 2006 - July 2013
Job Volunteer at Davisville Public School
Industry Investment Management
Experience
Davisville Public School November 2013 - Present
RBC Dominion Securities June 2006 - July 2013
Headlines Today January 2007 - March 2007
Humber College August 2005 - August 2006
Skills
Time Management, Organizational..., Multitasker, Research, Public Relations, Analysis, Microsoft Excel, Leadership, Teamwork, Microsoft Office
Education
Lakehead University 2013 — 2014
Bachelor of Education (BEd), Elementary Education and Teaching, K-6
Humber College 2003 — 2007
Diploma in Media Communications, Public Relations
University of Guelph 2003 — 2007
Bachelor of Applied Arts, Media Studies
Davisville Public School November 2013 - Present
RBC Dominion Securities June 2006 - July 2013
Headlines Today January 2007 - March 2007
Humber College August 2005 - August 2006
Skills
Time Management, Organizational..., Multitasker, Research, Public Relations, Analysis, Microsoft Excel, Leadership, Teamwork, Microsoft Office
Education
Lakehead University 2013 — 2014
Bachelor of Education (BEd), Elementary Education and Teaching, K-6
Humber College 2003 — 2007
Diploma in Media Communications, Public Relations
University of Guelph 2003 — 2007
Bachelor of Applied Arts, Media Studies
Jean-Francois Bergeron Jean-Francois Bergeron's RBC Dominion Securities Experience 2000 - 2001
Job COO/CFO ScienceMetrix
Industry Information Technology and Services
Experience
Science-Metrix Inc 2009 - Present
Caisse de Depot et Placement Du Quebec 2003 - 2008
Caisse de dépôt et placement du Québec 1997 - 2003
RBC Dominion Securities 2000 - 2001
Scotiabank 1994 - 1997
Education
The University of Western Ontario - Richard Ivey School of Business 1992 — 1994
MBA
Université Laval / Laval University 1985 — 1988
BAA
Science-Metrix Inc 2009 - Present
Caisse de Depot et Placement Du Quebec 2003 - 2008
Caisse de dépôt et placement du Québec 1997 - 2003
RBC Dominion Securities 2000 - 2001
Scotiabank 1994 - 1997
Education
The University of Western Ontario - Richard Ivey School of Business 1992 — 1994
MBA
Université Laval / Laval University 1985 — 1988
BAA
Yves Bernier Yves Bernier's RBC Dominion Securities Experience November 2009 - Present
Job VicePresident and Portfolio Manager
Industry Investment Management
Experience
RBC Dominion Securities November 2009 - Present
Education
HEC Montréal 1982 — 1985
RBC Dominion Securities November 2009 - Present
Education
HEC Montréal 1982 — 1985
David Turnbull David Turnbull's RBC Dominion Securities Experience 1990 - 1992
Job Head of Private Company Advisory, Manulife Capital Markets
Industry Investment Banking
Experience
Manulife Financial January 2010 - Present
Arch Capital Inc. October 1997 - December 2009
Ernst & Young Orenda Corporate Finance September 1996 - July 1997
ScotiaMcLeod 1992 - 1994
RBC Dominion Securities 1990 - 1992
Skills
Investment Banking, Divestitures, Mergers, Buyouts, Corporate Finance, Private Placements, Financial Advisory, Business Strategy, Alternative Investments, Valuation, Restructuring, Business Valuation, Competitive Analysis, Equities, Private Equity, Investments, Venture Capital, Mezzanine, Capital Markets
Education
Richard Ivey School of Business 1994 — 1996
MBA, Business
Western University 1987 — 1990
BA, Economics
Oakridge
Manulife Financial January 2010 - Present
Arch Capital Inc. October 1997 - December 2009
Ernst & Young Orenda Corporate Finance September 1996 - July 1997
ScotiaMcLeod 1992 - 1994
RBC Dominion Securities 1990 - 1992
Skills
Investment Banking, Divestitures, Mergers, Buyouts, Corporate Finance, Private Placements, Financial Advisory, Business Strategy, Alternative Investments, Valuation, Restructuring, Business Valuation, Competitive Analysis, Equities, Private Equity, Investments, Venture Capital, Mezzanine, Capital Markets
Education
Richard Ivey School of Business 1994 — 1996
MBA, Business
Western University 1987 — 1990
BA, Economics
Oakridge
Andrew Giorgio Andrew Giorgio's RBC Dominion Securities Experience September 2014 - Present
Job Financial Planner at RBC Dominion Securities
Industry Banking
Experience
RBC Dominion Securities September 2014 - Present
BMO Financial Group January 2011 - Present
BMO Financial Group June 2009 - December 2010
BMO Financial Group August 2005 - June 2009
Longo's November 2003 - August 2005
Skills
Mutual Funds, Investments, ETFs, Bonds, Stocks, GIC, Wealth Management, Strategic Financial..., Retirement Planning, Investment Advisory, Mortgage Lending, Portfolio Management, Banking, Credit, Wealth, Securities, Financial Advisory, Retirement, Equities, Financial Services, Personal Financial..., Investment Management, Financial Risk, Wealth Accumulation, Savings, Retail Banking, Financial Planning
Education
Humber College
Business Administration, Financial Planning
Humber College
Business Administration and Management, General
RBC Dominion Securities September 2014 - Present
BMO Financial Group January 2011 - Present
BMO Financial Group June 2009 - December 2010
BMO Financial Group August 2005 - June 2009
Longo's November 2003 - August 2005
Skills
Mutual Funds, Investments, ETFs, Bonds, Stocks, GIC, Wealth Management, Strategic Financial..., Retirement Planning, Investment Advisory, Mortgage Lending, Portfolio Management, Banking, Credit, Wealth, Securities, Financial Advisory, Retirement, Equities, Financial Services, Personal Financial..., Investment Management, Financial Risk, Wealth Accumulation, Savings, Retail Banking, Financial Planning
Education
Humber College
Business Administration, Financial Planning
Humber College
Business Administration and Management, General
Will McPhee, CFP, CIM Will McPhee, CFP, CIM's RBC Dominion Securities Experience January 2009 - January 2011
Job Financial Services Consultant at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2012 - Present
Seven Numbers Restaurant February 2002 - Present
CIBC July 2012 - October 2012
RBC July 2011 - June 2012
Self-Employed June 2010 - August 2011
RBC Dominion Securities January 2009 - January 2011
Skills
Investments, Retirement Planning, Estate Tax Planning, Risk Management, Wealth Management, Marketing, Financial Services, Mutual Funds, Financial Analysis, Relationship Management
Education
George Brown College 2009 — 2009
Financial Planning Post-Graduate
George Brown College 2006 — 2008
Food & Beverage Management
International Foundation of Employee Benefit Plans
RPA
Canadian Securities Institute
CSC, CPH & IMT
Financial Planning Standards Council
Certified Financial Planner
Sun Life Financial October 2012 - Present
Seven Numbers Restaurant February 2002 - Present
CIBC July 2012 - October 2012
RBC July 2011 - June 2012
Self-Employed June 2010 - August 2011
RBC Dominion Securities January 2009 - January 2011
Skills
Investments, Retirement Planning, Estate Tax Planning, Risk Management, Wealth Management, Marketing, Financial Services, Mutual Funds, Financial Analysis, Relationship Management
Education
George Brown College 2009 — 2009
Financial Planning Post-Graduate
George Brown College 2006 — 2008
Food & Beverage Management
International Foundation of Employee Benefit Plans
RPA
Canadian Securities Institute
CSC, CPH & IMT
Financial Planning Standards Council
Certified Financial Planner
Kyle Trahair Kyle Trahair's RBC Dominion Securities Experience June 2014 - August 2014
Job Associate at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group September 2015 - Present
GGV Capital October 2014 - April 2015
RBC Dominion Securities June 2014 - August 2014
Edusight September 2013 - January 2014
RBC Dominion Securities May 2013 - August 2013
Western University Social Science Students' Council September 2012 - April 2013
Bayview Village Tennis Club June 2010 - August 2012
Skills
Critical Thinking, Leadership, Teamwork, Communication, Microsoft Excel, PowerPoint, Microsoft Office, Teaching, Management Consulting, Management, Finance, Interviews, Case Studies, Public Speaking, Data Analysis
Education
Ivey Business School at Western University 2013 — 2015
Western University 2011 — 2013
Business Management Organizational Studies, Business
Bayview Glen 2006 — 2011
High School
The Boston Consulting Group September 2015 - Present
GGV Capital October 2014 - April 2015
RBC Dominion Securities June 2014 - August 2014
Edusight September 2013 - January 2014
RBC Dominion Securities May 2013 - August 2013
Western University Social Science Students' Council September 2012 - April 2013
Bayview Village Tennis Club June 2010 - August 2012
Skills
Critical Thinking, Leadership, Teamwork, Communication, Microsoft Excel, PowerPoint, Microsoft Office, Teaching, Management Consulting, Management, Finance, Interviews, Case Studies, Public Speaking, Data Analysis
Education
Ivey Business School at Western University 2013 — 2015
Western University 2011 — 2013
Business Management Organizational Studies, Business
Bayview Glen 2006 — 2011
High School
Kevin MacDougall's RBC Dominion Securities Experience August 2000 - June 2003
Job Managing Partner at Merci Mon Ami
Industry Food & Beverages
Experience
Merci Mon Ami January 2007 - Present
We Cater To You July 2002 - Present
RBC Dominion Securities August 2000 - June 2003
CI Investments Inc. August 1998 - August 2000
Skills
Portfolio Management, Wealth Management, Investments, Strategy, Strategic Planning, Management Consulting, Financial Analysis, New Business Development, Team Management, Business Strategy, Risk Management, Real Estate, Business Development, Business Analysis, Budgets, Business Planning, Competitive Analysis, Corporate Finance, Customer Service, Entrepreneurship, Leadership, Management, Marketing Strategy, Mergers, Mutual Funds, Negotiation, Sales Management, Strategic Financial..., Succession Planning, Team Building, Team Leadership, Banking
Education
Ryerson University 2001 — 2003
Business Management, Finance, Accounting
Humber College 1994 — 1998
Business Administration, Marketing
Merci Mon Ami January 2007 - Present
We Cater To You July 2002 - Present
RBC Dominion Securities August 2000 - June 2003
CI Investments Inc. August 1998 - August 2000
Skills
Portfolio Management, Wealth Management, Investments, Strategy, Strategic Planning, Management Consulting, Financial Analysis, New Business Development, Team Management, Business Strategy, Risk Management, Real Estate, Business Development, Business Analysis, Budgets, Business Planning, Competitive Analysis, Corporate Finance, Customer Service, Entrepreneurship, Leadership, Management, Marketing Strategy, Mergers, Mutual Funds, Negotiation, Sales Management, Strategic Financial..., Succession Planning, Team Building, Team Leadership, Banking
Education
Ryerson University 2001 — 2003
Business Management, Finance, Accounting
Humber College 1994 — 1998
Business Administration, Marketing
Susan Climie Susan Climie's RBC Dominion Securities Experience 1988 - 1992
Job Physician Engagement Leader at Doctors of BC
Industry Nonprofit Organization Management
Experience
Doctors of BC January 2015 - Present
Big Brothers Big Sisters of Canada July 2009 - December 2014
Big Sisters of BC Lower Mainland 2006 - 2009
Family Services of Greater Vancouver 2001 - 2006
Collingwood Consulting 1992 - 2001
RBC Dominion Securities 1988 - 1992
JP Morgan 1984 - 1988
Skills
Non-profits, Volunteer Management, Community Outreach, Fundraising, Nonprofits, Leadership Development, Organizational..., Program Management, Program Development, Governance, Philanthropy, Training, Project Management, Program Evaluation, Leadership, Event Management, Workshop Facilitation, Policy, Strategic Planning, Public Speaking, Coaching, Event Planning, Staff Development, Grant Writing, Community Engagement, Public Relations, Stewardship, Strategic Communications, Community Development, Public Policy
Education
Ivey Business School at Western University
MBA
Rotman School of Management 2012 — 2012
Governance Essentials Program for Not-for-Profit
The University of British Columbia
BA, Political Science
Point Grey Secondary
Doctors of BC January 2015 - Present
Big Brothers Big Sisters of Canada July 2009 - December 2014
Big Sisters of BC Lower Mainland 2006 - 2009
Family Services of Greater Vancouver 2001 - 2006
Collingwood Consulting 1992 - 2001
RBC Dominion Securities 1988 - 1992
JP Morgan 1984 - 1988
Skills
Non-profits, Volunteer Management, Community Outreach, Fundraising, Nonprofits, Leadership Development, Organizational..., Program Management, Program Development, Governance, Philanthropy, Training, Project Management, Program Evaluation, Leadership, Event Management, Workshop Facilitation, Policy, Strategic Planning, Public Speaking, Coaching, Event Planning, Staff Development, Grant Writing, Community Engagement, Public Relations, Stewardship, Strategic Communications, Community Development, Public Policy
Education
Ivey Business School at Western University
MBA
Rotman School of Management 2012 — 2012
Governance Essentials Program for Not-for-Profit
The University of British Columbia
BA, Political Science
Point Grey Secondary
Pascale Leclerc, CFA Pascale Leclerc, CFA's RBC Dominion Securities Experience September 2001 - Present
Job Investment and Wealth Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities September 2001 - Present
Young Canadian in Finance 2010 - May 2012
Skills
Asset Allocation, Wealth Management, Retirement Planning, Equities, Asset Managment, Asset Management, Investments, Portfolio Management, Fixed Income, Financial Advisory, Wealth, Alternative Investments, Mutual Funds, Financial Services, Financial Markets, Investment Strategies, Finance, Investment Management, Derivatives, Securities, Bonds, Investment Advisory, Financial Planning, Wealth Management..., Financial Planners, Insurance, Strategic Financial..., ETFs
Education
CFA Institute 2004 — 2006
CFA, Finances
McGill University 1998 — 2001
RBC Dominion Securities September 2001 - Present
Young Canadian in Finance 2010 - May 2012
Skills
Asset Allocation, Wealth Management, Retirement Planning, Equities, Asset Managment, Asset Management, Investments, Portfolio Management, Fixed Income, Financial Advisory, Wealth, Alternative Investments, Mutual Funds, Financial Services, Financial Markets, Investment Strategies, Finance, Investment Management, Derivatives, Securities, Bonds, Investment Advisory, Financial Planning, Wealth Management..., Financial Planners, Insurance, Strategic Financial..., ETFs
Education
CFA Institute 2004 — 2006
CFA, Finances
McGill University 1998 — 2001
Myndi Quirion Myndi Quirion's RBC Dominion Securities Experience May 2014 - October 2014
Job First Energy Capital
Industry Financial Services
Experience
First Energy Capital November 2014 - Present
RBC Dominion Securities May 2014 - October 2014
Sentry Investments December 2011 - May 2014
Siginik Energy April 2011 - February 2012
Kingwest & Company March 2010 - April 2011
Goodman & Company Investment Counsel March 2009 - March 2010
Education
Lakehead University 1998 — 2002
Bsc, Earth Sciences (Geology)
First Energy Capital November 2014 - Present
RBC Dominion Securities May 2014 - October 2014
Sentry Investments December 2011 - May 2014
Siginik Energy April 2011 - February 2012
Kingwest & Company March 2010 - April 2011
Goodman & Company Investment Counsel March 2009 - March 2010
Education
Lakehead University 1998 — 2002
Bsc, Earth Sciences (Geology)
Jack Hardill Jack Hardill's RBC Dominion Securities Experience September 2003 - January 2009
Job Associate Investment Advisor at Canaccord Wealth Management
Industry Investment Management
Experience
Canaccord Wealth Management January 2009 - Present
Canadian Forces January 2004 - Present
RBC Dominion Securities September 2003 - January 2009
Education
King's University College 1998 — 2001
BA, Economics
Humber College
Canaccord Wealth Management January 2009 - Present
Canadian Forces January 2004 - Present
RBC Dominion Securities September 2003 - January 2009
Education
King's University College 1998 — 2001
BA, Economics
Humber College
Eric Simard Eric Simard's RBC Dominion Securities Experience February 1995 - September 1998
Job Coowner FINXO Valeurs mobilières
Industry Financial Services
Experience
FIN-XO Valeurs mobilières June 2010 - Present
Demers Valeurs mobilières December 2004 - June 2010
CIBC Wood Gundy January 2002 - December 2004
Merrill Lynch October 1998 - December 2001
RBC Dominion Securities February 1995 - September 1998
Ketchum Canada 1991 - 1994
Education
Université du Québec à Montréal 1982 — 1985
Bacc., Business Administration
Canadian Securities Institute
HEC Montréal
FIN-XO Valeurs mobilières June 2010 - Present
Demers Valeurs mobilières December 2004 - June 2010
CIBC Wood Gundy January 2002 - December 2004
Merrill Lynch October 1998 - December 2001
RBC Dominion Securities February 1995 - September 1998
Ketchum Canada 1991 - 1994
Education
Université du Québec à Montréal 1982 — 1985
Bacc., Business Administration
Canadian Securities Institute
HEC Montréal
Milton Chan's RBC Dominion Securities Experience May 2014 - August 2014
Job HBA 2015 Candidate at Ivey Business School
Industry Financial Services
Experience
Van Berkom and Associates Inc. June 2014 - August 2014
RBC Dominion Securities May 2014 - August 2014
Concord & Partners Law Firm June 2013 - August 2013
Vida Health Enterprises Inc. March 2011 - September 2012
Upper Canada College Summer Camp June 2011 - August 2012
Skills
Microsoft Excel
Education
Richard Ivey School of Business 2012 — 2015
Bachelor of Arts, Honors Business Administration (HBA)
The University of Western Ontario 2010 — 2012
Biomedical Science
Crescent School 2001 — 2010
Secondary School
Van Berkom and Associates Inc. June 2014 - August 2014
RBC Dominion Securities May 2014 - August 2014
Concord & Partners Law Firm June 2013 - August 2013
Vida Health Enterprises Inc. March 2011 - September 2012
Upper Canada College Summer Camp June 2011 - August 2012
Skills
Microsoft Excel
Education
Richard Ivey School of Business 2012 — 2015
Bachelor of Arts, Honors Business Administration (HBA)
The University of Western Ontario 2010 — 2012
Biomedical Science
Crescent School 2001 — 2010
Secondary School
Dale Wang's RBC Dominion Securities Experience May 2010 - September 2010
Job Analyst, Atlas Advisors
Industry Investment Banking
Experience
Scotiabank Global Banking and Markets June 2013 - 2014
Dundee Capital Markets May 2012 - May 2013
Standard Chartered Bank May 2011 - September 2011
Annex Student Housing September 2004 - January 2011
RBC Dominion Securities May 2010 - September 2010
Skills
Financial Modeling, Valuation, Mandarin, Investment Banking, Bloomberg, Equity Research, Financial Analysis, Mergers & Acquisitions, Fixed Income, DCF, Equities, Finance, Capital Markets
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2012
Honours in Business Administration
Bloomberg Certificate Program 2010 — 2010
Equity & Fixed Income
Investment Banking Institute 2010 — 2010
Financial Valuation & Modeling
Scotiabank Global Banking and Markets June 2013 - 2014
Dundee Capital Markets May 2012 - May 2013
Standard Chartered Bank May 2011 - September 2011
Annex Student Housing September 2004 - January 2011
RBC Dominion Securities May 2010 - September 2010
Skills
Financial Modeling, Valuation, Mandarin, Investment Banking, Bloomberg, Equity Research, Financial Analysis, Mergers & Acquisitions, Fixed Income, DCF, Equities, Finance, Capital Markets
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2012
Honours in Business Administration
Bloomberg Certificate Program 2010 — 2010
Equity & Fixed Income
Investment Banking Institute 2010 — 2010
Financial Valuation & Modeling
Drew Kehler Drew Kehler's RBC Dominion Securities Experience
Job Investment Advisor, Wealth Management at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities
Skills
Risk Management, Mutual Funds, Wealth Management, Asset Allocation, Equities, Retirement Planning, Financial Analysis, Investment Strategies, Portfolio Management, Investments, Wealth, Financial Advisory, Asset Management, Retirement, Investment Management, Financial Modeling, Investment Advisory, Relationship Management, Finance, Wealth Management..., ETFs
Education
The University of Calgary 2001 — 2004
Bachelor of Commerce (BCom), Business/Commerce
James Cook University 2003 — 2004
Sustainable Business Development
Acadia University 2000 — 2001
Business/Commerce, Business Administration
RBC Dominion Securities
Skills
Risk Management, Mutual Funds, Wealth Management, Asset Allocation, Equities, Retirement Planning, Financial Analysis, Investment Strategies, Portfolio Management, Investments, Wealth, Financial Advisory, Asset Management, Retirement, Investment Management, Financial Modeling, Investment Advisory, Relationship Management, Finance, Wealth Management..., ETFs
Education
The University of Calgary 2001 — 2004
Bachelor of Commerce (BCom), Business/Commerce
James Cook University 2003 — 2004
Sustainable Business Development
Acadia University 2000 — 2001
Business/Commerce, Business Administration
Doug Macdonald's RBC Dominion Securities Experience 2000 - 2001
Job Partner and Regional Financial Services Leader, Ontario Advisory at MNP
Industry Management Consulting
Experience
MNP 2014 - Present
Deloitte Canada 2003 - 2013
Royal Canadian Navy 1993 - 2006
RBC Dominion Securities 2000 - 2001
Strategy Institute 1995 - 2000
Skills
Product Management, Strategy, Financial Services, Mergers, Payments, Business Strategy, Management Consulting, IT Strategy, Business Transformation, Business Analysis, Business Process..., Financial Modeling, E-commerce, Business Development, Leadership, Change Management, Mergers & Acquisitions, Analytics, Program Management, Mobile Payments, Credit Cards, Consulting, Governance, Business Process
Education
The University of Western Ontario - Richard Ivey School of Business 2001 — 2003
MBA
University of Toronto - University of Trinity College 1993 — 1997
BA, History & Political Science
MNP 2014 - Present
Deloitte Canada 2003 - 2013
Royal Canadian Navy 1993 - 2006
RBC Dominion Securities 2000 - 2001
Strategy Institute 1995 - 2000
Skills
Product Management, Strategy, Financial Services, Mergers, Payments, Business Strategy, Management Consulting, IT Strategy, Business Transformation, Business Analysis, Business Process..., Financial Modeling, E-commerce, Business Development, Leadership, Change Management, Mergers & Acquisitions, Analytics, Program Management, Mobile Payments, Credit Cards, Consulting, Governance, Business Process
Education
The University of Western Ontario - Richard Ivey School of Business 2001 — 2003
MBA
University of Toronto - University of Trinity College 1993 — 1997
BA, History & Political Science
Nancy Thacker Nancy Thacker's RBC Dominion Securities Experience May 2005 - March 2007
Job Manager Client Care at RBC
Industry Banking
Experience
RBC branch June 2009 - Present
RBC branch March 2007 - June 2009
RBC Dominion Securities May 2005 - March 2007
Skills
Retail Banking, Banking, Sales Management, Operations Management, Management, Customer Service
Education
George Brown College
Ryerson University
RBC branch June 2009 - Present
RBC branch March 2007 - June 2009
RBC Dominion Securities May 2005 - March 2007
Skills
Retail Banking, Banking, Sales Management, Operations Management, Management, Customer Service
Education
George Brown College
Ryerson University
Winnie Huang Winnie Huang's RBC Dominion Securities Experience June 2012 - August 2012
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - August 2014
Big Tree Capital Partners, LLC September 2013 - December 2013
Gallium Corporate Finance June 2013 - September 2013
RBC Dominion Securities June 2012 - August 2012
Skills
Financial Modeling, Valuation, Equity Research, Financial Analysis, Economics, Bloomberg, Equities, Corporate Finance, Capital Markets, Wealth Management, Bloomberg Terminal, Private Equity, Business Valuation, Microsoft Excel, R, SQL, VBA
Education
Ivey Business School at Western University 2013 — 2015
Candidate for Bachelor of Arts, Honors Business Administration (HBA)
Western University 2011 — 2013
Specialization in Economics
J.P. Morgan June 2014 - August 2014
Big Tree Capital Partners, LLC September 2013 - December 2013
Gallium Corporate Finance June 2013 - September 2013
RBC Dominion Securities June 2012 - August 2012
Skills
Financial Modeling, Valuation, Equity Research, Financial Analysis, Economics, Bloomberg, Equities, Corporate Finance, Capital Markets, Wealth Management, Bloomberg Terminal, Private Equity, Business Valuation, Microsoft Excel, R, SQL, VBA
Education
Ivey Business School at Western University 2013 — 2015
Candidate for Bachelor of Arts, Honors Business Administration (HBA)
Western University 2011 — 2013
Specialization in Economics
Dale Powell, MBA, CFA, FCSI's RBC Dominion Securities Experience 1986 - 1991
Job Director and Investment Counselor at Citi Private Bank
Industry Investment Management
Experience
Citi Private Bank September 2012 - Present
Toronto CFA Society September 2010 - August 2013
Morningstar Associates Inc. January 2007 - September 2012
AEGON Fund Management Inc. 2005 - 2007
ONE Financial March 2004 - January 2005
Saxon Mutual Funds May 2001 - March 2004
ING Investment Management August 1996 - May 2001
RBC Action Direct 1993 - 1996
RBC Dominion Securities 1986 - 1991
Skills
Asset Allocation, Asset Management, Pensions, investment research, Portfolio Management, Strategic Planning, Team Building, Leadership, Investments, Mutual Funds, Investment Strategies, Wealth Management, Alternative Investments, Investment Advisory, Equities, Investment Management, High Net Worth..., Private Equity, Hedge Funds, Morningstar Direct, Photography, Fixed Income, Derivatives, Options, Financial Services, Asset Managment, Relationship Management, Bloomberg, Governance, Board of Directors, Structured Products, Securities, Capital Markets, Retirement, Equity Research, Bonds, Financial Markets, Wealth Management..., ETFs, Equity Trading, Equity Valuation, Equity Derivatives, Institutional..., Currency, Trading, Valuation, Finance, Financial Analysis, Risk Management
Education
Heriot-Watt University 2000 — 2002
MBA
Simon Fraser University 1980 — 1985
Economcs
Citi Private Bank September 2012 - Present
Toronto CFA Society September 2010 - August 2013
Morningstar Associates Inc. January 2007 - September 2012
AEGON Fund Management Inc. 2005 - 2007
ONE Financial March 2004 - January 2005
Saxon Mutual Funds May 2001 - March 2004
ING Investment Management August 1996 - May 2001
RBC Action Direct 1993 - 1996
RBC Dominion Securities 1986 - 1991
Skills
Asset Allocation, Asset Management, Pensions, investment research, Portfolio Management, Strategic Planning, Team Building, Leadership, Investments, Mutual Funds, Investment Strategies, Wealth Management, Alternative Investments, Investment Advisory, Equities, Investment Management, High Net Worth..., Private Equity, Hedge Funds, Morningstar Direct, Photography, Fixed Income, Derivatives, Options, Financial Services, Asset Managment, Relationship Management, Bloomberg, Governance, Board of Directors, Structured Products, Securities, Capital Markets, Retirement, Equity Research, Bonds, Financial Markets, Wealth Management..., ETFs, Equity Trading, Equity Valuation, Equity Derivatives, Institutional..., Currency, Trading, Valuation, Finance, Financial Analysis, Risk Management
Education
Heriot-Watt University 2000 — 2002
MBA
Simon Fraser University 1980 — 1985
Economcs
Nadia Abdel-al Nadia Abdel-al's RBC Dominion Securities Experience March 2008 - Present
Job Financial Associate
Industry Financial Services
Experience
RBC Dominion Securities March 2008 - Present
National Bank Financial December 2006 - March 2008
Scotiabank February 2006 - December 2006
TD Canada Trust April 2004 - February 2006
Skills
Wealth Management
Education
Canadian Securities Institute 2012 — 2012
Chartered Investment Manager, Portfolio Management
Candian Securities Institute 2005 — 2012
Financial Management Advisor
Kwantlen University College 2001 — 2004
Business Management
RBC Dominion Securities March 2008 - Present
National Bank Financial December 2006 - March 2008
Scotiabank February 2006 - December 2006
TD Canada Trust April 2004 - February 2006
Skills
Wealth Management
Education
Canadian Securities Institute 2012 — 2012
Chartered Investment Manager, Portfolio Management
Candian Securities Institute 2005 — 2012
Financial Management Advisor
Kwantlen University College 2001 — 2004
Business Management
Don Douglas's RBC Dominion Securities Experience February 1993 - Present
Job Portfolio Manager, Vice President & Director at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities February 1993 - Present
Skills
Wealth Management, Investment Strategies, Investment Advisory, Retirement Planning, Wealth, Fixed Income, Mutual Funds, High Net Worth..., Strategic Financial...
Education
Ivey Business School at Western University
HBA
RBC Dominion Securities February 1993 - Present
Skills
Wealth Management, Investment Strategies, Investment Advisory, Retirement Planning, Wealth, Fixed Income, Mutual Funds, High Net Worth..., Strategic Financial...
Education
Ivey Business School at Western University
HBA
Alain Daaboul Alain Daaboul's RBC Dominion Securities Experience April 2012 - Present
Job Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities April 2012 - Present
Richardson GMP Limited December 2004 - April 2012
CIBC Wood Gundy January 2003 - December 2004
TD Asset Management July 2002 - January 2003
Skills
Portfolio Management, Equities, Investment Strategies, Asset Allocation, Wealth Management, Investment Advisory, Asset Management, Financial Analysis, Investments, Investment Management, Finance, Securities
Education
HEC Montreal 1999 — 2002
Collège Stanislas
French Baccalaureate
RBC Dominion Securities April 2012 - Present
Richardson GMP Limited December 2004 - April 2012
CIBC Wood Gundy January 2003 - December 2004
TD Asset Management July 2002 - January 2003
Skills
Portfolio Management, Equities, Investment Strategies, Asset Allocation, Wealth Management, Investment Advisory, Asset Management, Financial Analysis, Investments, Investment Management, Finance, Securities
Education
HEC Montreal 1999 — 2002
Collège Stanislas
French Baccalaureate
Lee Shalom Lee Shalom's RBC Dominion Securities Experience December 2007 - Present
Job Associate at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities December 2007 - Present
Education
Humber College 2005 — 2007
Travel and Tourism
Waterloo
RBC Dominion Securities December 2007 - Present
Education
Humber College 2005 — 2007
Travel and Tourism
Waterloo
Daniel Lavoie Daniel Lavoie's RBC Dominion Securities Experience January 1985 - October 1997
Job Owner partner MultiPrets Westmount
Industry Financial Services
Experience
Multi-Prets Mortgages January 2008 - Present
National Bank of Canada October 2006 - December 2007
Desjardins Asset Management January 2004 - September 2006
RBC Dominion Securities January 1985 - October 1997
Education
HEC Montréal 1980 — 1985
Multi-Prets Mortgages January 2008 - Present
National Bank of Canada October 2006 - December 2007
Desjardins Asset Management January 2004 - September 2006
RBC Dominion Securities January 1985 - October 1997
Education
HEC Montréal 1980 — 1985
Marc Lauzier Marc Lauzier's RBC Dominion Securities Experience 1992 - 1995
Job Viceprésident Régional Montréal et RiveNord at Valeurs Mobilières Desjardins
Industry Financial Services
Experience
Desjardins (Valeurs Mobilières Desjardins) December 2010 - Present
Banque Lombard Odier & Cie SA September 2008 - November 2010
Richardson GMP January 2005 - August 2008
National Bank Financial March 1997 - September 2004
CIBC 1995 - 1997
RBC Dominion Securities 1992 - 1995
KPMG Canada 1984 - 1992
Skills
Investments, Portfolio Management, Wealth Management, Mutual Funds, Financial Analysis, Financial Planning, Asset Management, Risk Management, Banking, Finance
Education
HEC Montréal 1981 — 1984
BAA, Accounting
HEC Montréal
Desjardins (Valeurs Mobilières Desjardins) December 2010 - Present
Banque Lombard Odier & Cie SA September 2008 - November 2010
Richardson GMP January 2005 - August 2008
National Bank Financial March 1997 - September 2004
CIBC 1995 - 1997
RBC Dominion Securities 1992 - 1995
KPMG Canada 1984 - 1992
Skills
Investments, Portfolio Management, Wealth Management, Mutual Funds, Financial Analysis, Financial Planning, Asset Management, Risk Management, Banking, Finance
Education
HEC Montréal 1981 — 1984
BAA, Accounting
HEC Montréal
Derrick Strizic's RBC Dominion Securities Experience 1994 - 1997
Job Financial Services Professional
Industry Financial Services
Experience
Foyston, Gordon and Payne, Inc. February 2007 - December 2008
Scotia Cassels Investment Counsel Inc. 2004 - 2007
ScotiaMcLeod – Bank of Nova Scotia Wealth Management 2001 - 2004
RBC Private Counsel Inc. March 1999 - February 2001
RBC Dominion Securities - Private Client Divison 1997 - 1999
RBC Dominion Securities 1994 - 1997
RBC Dominion Securities 1990 - 1994
RBC Dominion Securities 1986 - 1990
RBC Dominion Securities 1981 - 1986
Education
CFA Institute 1983 — 1985
CFA
Ivey Business School at Western University 1980 — 1981
MBA, Finance
Ivey Business School at Western University 1976 — 1980
HBA, Finance
Foyston, Gordon and Payne, Inc. February 2007 - December 2008
Scotia Cassels Investment Counsel Inc. 2004 - 2007
ScotiaMcLeod – Bank of Nova Scotia Wealth Management 2001 - 2004
RBC Private Counsel Inc. March 1999 - February 2001
RBC Dominion Securities - Private Client Divison 1997 - 1999
RBC Dominion Securities 1994 - 1997
RBC Dominion Securities 1990 - 1994
RBC Dominion Securities 1986 - 1990
RBC Dominion Securities 1981 - 1986
Education
CFA Institute 1983 — 1985
CFA
Ivey Business School at Western University 1980 — 1981
MBA, Finance
Ivey Business School at Western University 1976 — 1980
HBA, Finance
Lee-Anne Ewing Lee-Anne Ewing's RBC Dominion Securities Experience May 2007 - August 2007
Job Senior Business Analyst at Bell
Industry Telecommunications
Experience
Bell August 2014 - Present
Bell Canada June 2010 - July 2014
Bell Canada May 2008 - August 2008
Brock University 2007 - 2008
RBC Dominion Securities May 2007 - August 2007
Hydro One September 2006 - December 2006
Skills
Business Analysis, Project Management, Highly detail oriented, Marketing Strategy, CRM, Leadership, Management, Marketing, Strategic Planning, Business Process, Teamwork, Contract Negotiation, Customer Service, Event Planning, Databases, Team Leadership, Telecommunications, Requirements Gathering, Vendor Management
Education
Goodman School of Business at Brock University 2004 — 2009
BBA Honours, Marketing
Sacred Heart CHS
Bell August 2014 - Present
Bell Canada June 2010 - July 2014
Bell Canada May 2008 - August 2008
Brock University 2007 - 2008
RBC Dominion Securities May 2007 - August 2007
Hydro One September 2006 - December 2006
Skills
Business Analysis, Project Management, Highly detail oriented, Marketing Strategy, CRM, Leadership, Management, Marketing, Strategic Planning, Business Process, Teamwork, Contract Negotiation, Customer Service, Event Planning, Databases, Team Leadership, Telecommunications, Requirements Gathering, Vendor Management
Education
Goodman School of Business at Brock University 2004 — 2009
BBA Honours, Marketing
Sacred Heart CHS
Henry Choi Henry Choi's RBC Dominion Securities Experience June 2013 - August 2013
Job Associate Consultant Intern at Bain & Company
Industry Management Consulting
Experience
Ivey Business School April 2015 - Present
Bain & Company June 2015 - August 2015
Kappa Foods Inc. May 2014 - March 2015
RBC Dominion Securities June 2013 - August 2013
Education
Ivey Business School at Western University 2014 — 2016
Honours Business Administration
Western University 2012 — 2014
Honours Specialization in Economics, Politics & Philosophy
White Oaks Secondary School 2008 — 2012
Ontario Secondary School Diploma, International Baccalaureate Diploma
Ivey Business School April 2015 - Present
Bain & Company June 2015 - August 2015
Kappa Foods Inc. May 2014 - March 2015
RBC Dominion Securities June 2013 - August 2013
Education
Ivey Business School at Western University 2014 — 2016
Honours Business Administration
Western University 2012 — 2014
Honours Specialization in Economics, Politics & Philosophy
White Oaks Secondary School 2008 — 2012
Ontario Secondary School Diploma, International Baccalaureate Diploma
Christine Menezes's RBC Dominion Securities Experience May 2015 - August 2015
Job HBA/BSc 2016 Candidate at Ivey Business School
Industry Management Consulting
Experience
RBC Dominion Securities May 2015 - August 2015
RBC Dominion Securities May 2014 - August 2014
RBC Dominion Securities June 2013 - September 2013
Boathouse April 2012 - September 2012
Reebok April 2012 - August 2012
Victoria's Secret Pink April 2012 - July 2012
La Senza November 2010 - July 2011
Education
Ivey Business School at Western University 2014 — 2016
Honours Bachelor of Arts (BA), Honours Business Administration (HBA), 3.65 GPA
Western University 2011 — 2016
Bachelor of Science (BSc), Major in Genetics
St. Theresa of Lisieux Catholic High School 2007 — 2011
Ontario Secondary School Diploma (OSSD)
RBC Dominion Securities May 2015 - August 2015
RBC Dominion Securities May 2014 - August 2014
RBC Dominion Securities June 2013 - September 2013
Boathouse April 2012 - September 2012
Reebok April 2012 - August 2012
Victoria's Secret Pink April 2012 - July 2012
La Senza November 2010 - July 2011
Education
Ivey Business School at Western University 2014 — 2016
Honours Bachelor of Arts (BA), Honours Business Administration (HBA), 3.65 GPA
Western University 2011 — 2016
Bachelor of Science (BSc), Major in Genetics
St. Theresa of Lisieux Catholic High School 2007 — 2011
Ontario Secondary School Diploma (OSSD)
Emmanuelle Couture Emmanuelle Couture's RBC Dominion Securities Experience January 2012 - August 2012
Job À la recherche d'un nouveau défi
Industry Banking
Experience
Investissement Québec September 2013 - May 2015
Investissement Québec May 2013 - September 2013
RBC Dominion Securities January 2012 - August 2012
Banque Nationale du Canada January 2010 - January 2012
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Microsoft Word, Portfolio Management, Finance d'entreprise, Finance, Banque, Analyses, Crédit, Développement commercial, Analyse de crédit, Risque de crédit, Leadership d'équipe, Comptabilité, Négociations
Education
HEC Montréal 2013 — 2013
Certificat en comptabilité, 3,8 / 4.30 (mention d'excellence)
Université Laval 2007 — 2009
Bachelor's degree, Finance
CFA Institute
Investissement Québec September 2013 - May 2015
Investissement Québec May 2013 - September 2013
RBC Dominion Securities January 2012 - August 2012
Banque Nationale du Canada January 2010 - January 2012
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Microsoft Word, Portfolio Management, Finance d'entreprise, Finance, Banque, Analyses, Crédit, Développement commercial, Analyse de crédit, Risque de crédit, Leadership d'équipe, Comptabilité, Négociations
Education
HEC Montréal 2013 — 2013
Certificat en comptabilité, 3,8 / 4.30 (mention d'excellence)
Université Laval 2007 — 2009
Bachelor's degree, Finance
CFA Institute
Sandy Co Li's RBC Dominion Securities Experience October 2015 - Present
Job
Industry Banking
Experience
RBC Dominion Securities October 2015 - Present
The Daniels Corporation January 2015 - Present
RBC Dominion Securities March 2015 - October 2015
RBC Dominion Securities June 2014 - March 2015
Cirrus Consulting Group October 2013 - May 2014
Qualicare 2012 - 2012
State Street 2008 - 2010
Skills
HRIS, PowerPoint, MS Office Suite, Organizing, Employee Relations, Intranet, New Hire Orientations, General Administrative..., Data Entry, Selection, Interviews, Microsoft Office, Project Planning, Customer Service, Human Resources, Team Building, Recruiting, Employee Training, Management, Outlook, Payroll, Employee Engagement
Education
George Brown College
Associate's degree
RBC Dominion Securities October 2015 - Present
The Daniels Corporation January 2015 - Present
RBC Dominion Securities March 2015 - October 2015
RBC Dominion Securities June 2014 - March 2015
Cirrus Consulting Group October 2013 - May 2014
Qualicare 2012 - 2012
State Street 2008 - 2010
Skills
HRIS, PowerPoint, MS Office Suite, Organizing, Employee Relations, Intranet, New Hire Orientations, General Administrative..., Data Entry, Selection, Interviews, Microsoft Office, Project Planning, Customer Service, Human Resources, Team Building, Recruiting, Employee Training, Management, Outlook, Payroll, Employee Engagement
Education
George Brown College
Associate's degree
Steve Turosky's RBC Dominion Securities Experience September 2013 - April 2014
Job US Treasury Operations at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets April 2014 - Present
RBC Dominion Securities September 2013 - April 2014
SDI Marketing May 2013 - October 2013
Enviroshake Inc April 2012 - September 2012
Archer Daniels Midland April 2010 - September 2010
Skills
Communication, Team Building, Leading Positive Change, Operations Management, Data Analysis, Collaborative Problem..., Microsoft Office, Business Development, Team Leadership, Microsoft Excel, Organic Farming, Research, Analysis, Customer Service, Financial Modeling, Capital Markets, Time Management
Education
Ivey Business School at Western University 2011 — 2013
The University of Western Ontario 2009 — 2011
Bachelor of Management & Organizational Studies
Robert F. Hall Catholic Secondary School 2005 — 2009
RBC Capital Markets April 2014 - Present
RBC Dominion Securities September 2013 - April 2014
SDI Marketing May 2013 - October 2013
Enviroshake Inc April 2012 - September 2012
Archer Daniels Midland April 2010 - September 2010
Skills
Communication, Team Building, Leading Positive Change, Operations Management, Data Analysis, Collaborative Problem..., Microsoft Office, Business Development, Team Leadership, Microsoft Excel, Organic Farming, Research, Analysis, Customer Service, Financial Modeling, Capital Markets, Time Management
Education
Ivey Business School at Western University 2011 — 2013
The University of Western Ontario 2009 — 2011
Bachelor of Management & Organizational Studies
Robert F. Hall Catholic Secondary School 2005 — 2009
Lesley Moravick's RBC Dominion Securities Experience October 1993 - April 1996
Job Leader development and support
Industry Education Management
Experience
Anthem Education Group July 2009 - April 2012
Anthem Education Group March 2008 - December 2008
J.F. Bellini September 2006 - October 2007
AENTV Network aka Cummings Entertainment September 1999 - March 2002
Steven Feldstein & Associates December 1997 - September 1999
Lasser Marshall April 1996 - December 1996
RBC Dominion Securities October 1993 - April 1996
Carol Management Corporation May 1992 - October 1994
Oakwood Worldwide January 1990 - February 1992
LA Foods LLC 1991 - 1992
Skills
AVImark.exe software, Schedule Plus, Prophet 21 Commerce..., Citrix - Personality..., Commerce, Outlook, Personality, Microsoft Excel, Microsoft Office, Customer Service, System Administration, Training, Management, Payroll, Marketing, Leadership, Sales, Event Management, Event Planning, Team Building, Strategy, Employee Benefits, Time Management, Human Resources, Organizational..., Career Counseling, Data Entry, Budgets, Employee Relations, Staff Development, Employee Training, Retail POS, Resume Writing, POS
Education
Los Angeles Pierce College 2002 — 2004
Anthem Education Group July 2009 - April 2012
Anthem Education Group March 2008 - December 2008
J.F. Bellini September 2006 - October 2007
AENTV Network aka Cummings Entertainment September 1999 - March 2002
Steven Feldstein & Associates December 1997 - September 1999
Lasser Marshall April 1996 - December 1996
RBC Dominion Securities October 1993 - April 1996
Carol Management Corporation May 1992 - October 1994
Oakwood Worldwide January 1990 - February 1992
LA Foods LLC 1991 - 1992
Skills
AVImark.exe software, Schedule Plus, Prophet 21 Commerce..., Citrix - Personality..., Commerce, Outlook, Personality, Microsoft Excel, Microsoft Office, Customer Service, System Administration, Training, Management, Payroll, Marketing, Leadership, Sales, Event Management, Event Planning, Team Building, Strategy, Employee Benefits, Time Management, Human Resources, Organizational..., Career Counseling, Data Entry, Budgets, Employee Relations, Staff Development, Employee Training, Retail POS, Resume Writing, POS
Education
Los Angeles Pierce College 2002 — 2004
Don Brett Don Brett's RBC Dominion Securities Experience June 2011 - Present
Job Wealth Management at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities June 2011 - Present
Magnolia Capital Corporation 2008 - May 2011
Howe Sound School District 2002 - 2005
Citibank Stockholm 1996 - 1999
Citibank Canada 1984 - 1996
Skills
Coaching, Wealth Management, Risk Management, Finance, Investments, Financial Analysis, Equities, Wealth Management..., Securities, Retirement Planning, Mutual Funds, Management, Asset Management
Education
Ivey Business School at Western University 1983 — 1984
MBA
The University of Western Ontario - Richard Ivey School of Business 1975 — 1977
HBA
RBC Dominion Securities June 2011 - Present
Magnolia Capital Corporation 2008 - May 2011
Howe Sound School District 2002 - 2005
Citibank Stockholm 1996 - 1999
Citibank Canada 1984 - 1996
Skills
Coaching, Wealth Management, Risk Management, Finance, Investments, Financial Analysis, Equities, Wealth Management..., Securities, Retirement Planning, Mutual Funds, Management, Asset Management
Education
Ivey Business School at Western University 1983 — 1984
MBA
The University of Western Ontario - Richard Ivey School of Business 1975 — 1977
HBA
Gissy Valookaran Gissy Valookaran's RBC Dominion Securities Experience 2003 - 2010
Job Financial Professional
Industry Financial Services
Experience
RBC Dominion Securities 2003 - 2010
Education
Mahatma Gandhi University
Bachelor's, Physics(major), Mathematics and Statistics
Rajagiri College of Social Sciences
Post Graduate Diploma, Computer Applications
RBC Dominion Securities 2003 - 2010
Education
Mahatma Gandhi University
Bachelor's, Physics(major), Mathematics and Statistics
Rajagiri College of Social Sciences
Post Graduate Diploma, Computer Applications
Rob McGavin Rob McGavin's RBC Dominion Securities Experience 1997 - 2002
Job Managing Director, Financial Planning & Advisory Services at Scotiabank Wealth Management
Industry Banking
Experience
Scotiabank October 2012 - Present
Scotia Private Client Group July 2011 - October 2012
Scotiabank January 2009 - July 2011
ScotiaMcLeod Inc 2002 - 2009
RBC Dominion Securities 1997 - 2002
Skills
Wealth Management, Life Insurance, Certified Financial..., Business Strategy, Financial Services, Strategic Financial..., Strategy, Asset Management, Investments, Insurance, Mutual Funds, Management, Financial Planning, Business Planning, Financial Planners, Estate Planning, Portfolio Management, Mergers & Acquisitions, Investment Advisory
Education
Ivey Business School at Western University 2010 — 2010
Ivey Leadership Program
University of Guelph 1993 — 1997
BA, Math, English
Scotiabank October 2012 - Present
Scotia Private Client Group July 2011 - October 2012
Scotiabank January 2009 - July 2011
ScotiaMcLeod Inc 2002 - 2009
RBC Dominion Securities 1997 - 2002
Skills
Wealth Management, Life Insurance, Certified Financial..., Business Strategy, Financial Services, Strategic Financial..., Strategy, Asset Management, Investments, Insurance, Mutual Funds, Management, Financial Planning, Business Planning, Financial Planners, Estate Planning, Portfolio Management, Mergers & Acquisitions, Investment Advisory
Education
Ivey Business School at Western University 2010 — 2010
Ivey Leadership Program
University of Guelph 1993 — 1997
BA, Math, English
Drew Pallett Drew Pallett's RBC Dominion Securities Experience December 2001 - Present
Job VicePresident, Investment Advisor & Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities December 2001 - Present
Merrill Lynch Canada September 1997 - December 2001
Pallett Valo LLP May 1981 - September 1997
Skills
Estate Planning, Wealth Management, Investments, Small Business, Accountants, Foundations, Attorneys, Retirement Planning, Portfolio Management, Investment Management, Risk Management, Finance, Investment Strategies, Financial Advisory, High Net Worth...
Education
University of Toronto 1976 — 1979
LL.B., Law School
Harvard University 1974 — 1976
Economics and Mathematics
Erindale Secondary School
RBC Dominion Securities December 2001 - Present
Merrill Lynch Canada September 1997 - December 2001
Pallett Valo LLP May 1981 - September 1997
Skills
Estate Planning, Wealth Management, Investments, Small Business, Accountants, Foundations, Attorneys, Retirement Planning, Portfolio Management, Investment Management, Risk Management, Finance, Investment Strategies, Financial Advisory, High Net Worth...
Education
University of Toronto 1976 — 1979
LL.B., Law School
Harvard University 1974 — 1976
Economics and Mathematics
Erindale Secondary School
John Duke, CIM APM FCSI John Duke, CIM APM FCSI's RBC Dominion Securities Experience May 2010 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities May 2010 - Present
BMO Nesbitt Burns May 1996 - May 2010
Skills
Asset Allocation, Asset Management, Business Analysis, Capital Markets, ETFs, Equities, Financial Advisory, Financial Planning, Financial Risk, Investment Advisory, Investment Strategies, Investments, Management, Mutual Funds, Portfolio Management, Retirement Planning, Securities, Wealth Management
Education
Huron University College 1985 — 1989
BA, History
RBC Dominion Securities May 2010 - Present
BMO Nesbitt Burns May 1996 - May 2010
Skills
Asset Allocation, Asset Management, Business Analysis, Capital Markets, ETFs, Equities, Financial Advisory, Financial Planning, Financial Risk, Investment Advisory, Investment Strategies, Investments, Management, Mutual Funds, Portfolio Management, Retirement Planning, Securities, Wealth Management
Education
Huron University College 1985 — 1989
BA, History
Katie Rennie Katie Rennie's RBC Dominion Securities Experience May 1996 - January 1999
Job Real Estate Sales Representative at Chestnut Park
Industry Real Estate
Experience
Chestnut Park Real Estate Limited October 2002 - Present
Wellspring Cancer Support Foundation March 2008 - May 2010
Havergal College Old Girls Committee 1998 - 2005
Hunter & Partners September 2001 - October 2002
Corporate Planning Associates January 1999 - November 2000
RBC Dominion Securities May 1996 - January 1999
Skills
Real Estate, Buyers, Seniors, Sellers, Investment Properties, Relocation, Residential Homes, Property, Condos, Investors, Referrals, Townhomes, New Home Sales, Listing Homes, Buyer Representation, Rentals, Real Estate Transactions, First Time Home Buyers, Waterfront, Selling, Real Property, Single Family Homes, Luxury, Investments, Sales, Home Staging, New Homes, Property Management, Listings
Education
Queen's University 1994 — 1996
B.Sc.
The University of Western Ontario - Huron University College 1990 — 1994
B.A. Hons
Havergal College 1976 — 1990
Chestnut Park Real Estate Limited October 2002 - Present
Wellspring Cancer Support Foundation March 2008 - May 2010
Havergal College Old Girls Committee 1998 - 2005
Hunter & Partners September 2001 - October 2002
Corporate Planning Associates January 1999 - November 2000
RBC Dominion Securities May 1996 - January 1999
Skills
Real Estate, Buyers, Seniors, Sellers, Investment Properties, Relocation, Residential Homes, Property, Condos, Investors, Referrals, Townhomes, New Home Sales, Listing Homes, Buyer Representation, Rentals, Real Estate Transactions, First Time Home Buyers, Waterfront, Selling, Real Property, Single Family Homes, Luxury, Investments, Sales, Home Staging, New Homes, Property Management, Listings
Education
Queen's University 1994 — 1996
B.Sc.
The University of Western Ontario - Huron University College 1990 — 1994
B.A. Hons
Havergal College 1976 — 1990
Scott C. Murray, MBA, CFA, CFP Scott C. Murray, MBA, CFA, CFP's RBC Dominion Securities Experience September 2009 - Present
Job Vice President, Portfolio Manager and Wealth Advisor at RBC Dominion Securities Inc.
Industry Investment Management
Experience
RBC Dominion Securities September 2009 - Present
Capital West Partners 2008 - September 2009
Macquarie Group 2006 - 2008
Scotia Capital Inc. 2003 - 2006
RBC Capital Markets 1998 - 2002
ABN AMRO Rothschild 1996 - 1998
Department of National Defence 1988 - 1994
Skills
Portfolio Management, Capital Markets, Investment Strategies, Strategic Financial..., Securities, Investment Banking, Strategy, Corporate Finance, Investment Management, Mergers, Estate Planning, Trading, Options, Investments, Finance, Financial Advisory, Wealth Management, Equities, Financial Modeling, Financial Services, Valuation, Asset Management, Alternative Investments, Private Equity, Fixed Income, Hedge Funds, Mergers, Financial Planning
Education
CFA Institute
CFA, Finance
Ivey Business School at Western University 1994 — 1996
MBA, Finance
Royal Military College of Canada/Collège militaire royal du Canada 1988 — 1992
Honours BA (First Class), Economics and Political Science
Erindale Secondary School
RBC Dominion Securities September 2009 - Present
Capital West Partners 2008 - September 2009
Macquarie Group 2006 - 2008
Scotia Capital Inc. 2003 - 2006
RBC Capital Markets 1998 - 2002
ABN AMRO Rothschild 1996 - 1998
Department of National Defence 1988 - 1994
Skills
Portfolio Management, Capital Markets, Investment Strategies, Strategic Financial..., Securities, Investment Banking, Strategy, Corporate Finance, Investment Management, Mergers, Estate Planning, Trading, Options, Investments, Finance, Financial Advisory, Wealth Management, Equities, Financial Modeling, Financial Services, Valuation, Asset Management, Alternative Investments, Private Equity, Fixed Income, Hedge Funds, Mergers, Financial Planning
Education
CFA Institute
CFA, Finance
Ivey Business School at Western University 1994 — 1996
MBA, Finance
Royal Military College of Canada/Collège militaire royal du Canada 1988 — 1992
Honours BA (First Class), Economics and Political Science
Erindale Secondary School
Marco Iannuzzi's RBC Dominion Securities Experience 2012 - Present
Job Professional Athlete | Investment Advisor | Speaker | Philanthropist
Industry Sports
Experience
BC Lions Football Club 2011 - Present
RBC Dominion Securities 2012 - Present
Viktre 2013 - Present
Multiple Sclerosis Society of BC & Yukon 2013 - Present
Harvard Club of Vancouver 2011 - Present
Global News Television BC1 2013 - Present
Special Events 2005 - Present
Canadian Football League 2011 - Present
Muzzi Investments 2011 - 2012
Fortis BC Energy Champions 2011 - 2012
Skills
Public Speaking, Coaching, Investments, Entrepreneurship, Finance, Wealth Management, Risk Management, Financial Analysis, Venture Capital, Economics, Strategic Financial..., Engineering, Architecture
Education
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Architecture and Environmental Science
Massachusetts Institute of Technology 2009 — 2010
Bachelor of Arts (B.A.) Cross-Registration Harvard, Architecture
Western Reserve Academy (Hudson, OH)
St. Francis High School (Calgary, AB)
BC Lions Football Club 2011 - Present
RBC Dominion Securities 2012 - Present
Viktre 2013 - Present
Multiple Sclerosis Society of BC & Yukon 2013 - Present
Harvard Club of Vancouver 2011 - Present
Global News Television BC1 2013 - Present
Special Events 2005 - Present
Canadian Football League 2011 - Present
Muzzi Investments 2011 - 2012
Fortis BC Energy Champions 2011 - 2012
Skills
Public Speaking, Coaching, Investments, Entrepreneurship, Finance, Wealth Management, Risk Management, Financial Analysis, Venture Capital, Economics, Strategic Financial..., Engineering, Architecture
Education
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Architecture and Environmental Science
Massachusetts Institute of Technology 2009 — 2010
Bachelor of Arts (B.A.) Cross-Registration Harvard, Architecture
Western Reserve Academy (Hudson, OH)
St. Francis High School (Calgary, AB)
Benjy Katchen Benjy Katchen's RBC Dominion Securities Experience September 1996 - January 1998
Job
Industry Banking
Experience
Home Trust / Oaken Financial December 2014 - Present
Home Trust / Oaken Financial May 2012 - Present
The Hammer Band - From Violence to Violins September 2011 - Present
Lacima Capital Corp. September 2009 - May 2012
AGSI Global - Green Housing January 2010 - May 2011
Newcanfinancial Inc. May 2006 - September 2009
Arxx ICF July 2008 - March 2009
CIBC (Amicus Bank / President's Choice Financial) January 2003 - May 2006
Bain & Company September 1999 - February 2002
RBC Dominion Securities September 1996 - January 1998
Skills
Financial Services, Management Consulting, Business Strategy, Deposits, Entrepreneurship, Corporate Finance, Corporate Development, Sales Effectiveness, Internet Banking, Board of Director..., Executive Management, Channel Optimization, Multi-Channel Commerce, Mergers & Acquisitions, Management, Investments, Portfolio Management, Strategy, Leadership, Banking, Financial Modeling, Credit, Financial Analysis, Valuation, Strategic Financial..., Due Diligence, Capital Markets, Risk Management
Education
INSEAD 1998 — 1999
MBA
The University of Western Ontario - Ivey School of Business 1990 — 1994
HBA
Instituto Tecnológico y de Estudios Superiores de Monterrey 1993 — 1993
Home Trust / Oaken Financial December 2014 - Present
Home Trust / Oaken Financial May 2012 - Present
The Hammer Band - From Violence to Violins September 2011 - Present
Lacima Capital Corp. September 2009 - May 2012
AGSI Global - Green Housing January 2010 - May 2011
Newcanfinancial Inc. May 2006 - September 2009
Arxx ICF July 2008 - March 2009
CIBC (Amicus Bank / President's Choice Financial) January 2003 - May 2006
Bain & Company September 1999 - February 2002
RBC Dominion Securities September 1996 - January 1998
Skills
Financial Services, Management Consulting, Business Strategy, Deposits, Entrepreneurship, Corporate Finance, Corporate Development, Sales Effectiveness, Internet Banking, Board of Director..., Executive Management, Channel Optimization, Multi-Channel Commerce, Mergers & Acquisitions, Management, Investments, Portfolio Management, Strategy, Leadership, Banking, Financial Modeling, Credit, Financial Analysis, Valuation, Strategic Financial..., Due Diligence, Capital Markets, Risk Management
Education
INSEAD 1998 — 1999
MBA
The University of Western Ontario - Ivey School of Business 1990 — 1994
HBA
Instituto Tecnológico y de Estudios Superiores de Monterrey 1993 — 1993
Rob W.'s RBC Dominion Securities Experience July 2012 - August 2012
Job Music Manager: VinnyxProd | CVRE |
Industry Entertainment
Experience
VinnyxProductions January 2015 - Present
VICE Media, LLC July 2015 - Present
Soo Smoove Entertainment October 2014 - Present
Wonder Shuttle Media Inc. May 2014 - August 2014
Ivey Community Consulting Project, Ivey Business School October 2013 - November 2013
Tucows May 2013 - August 2013
RBC Dominion Securities July 2012 - August 2012
Skills
Social Media, Social Media Marketing, Marketing Strategy, Marketing Analytics, Customer Service, Event Planning, Logic Pro, Final Cut Pro, Direct Sales, Team Leadership, Mandarin, Public Speaking, Sales
Education
Ivey Business School at Western University 2013 — 2015
Bachelor of Arts, Honours Business Administration (HBA), Business Administration, Management and Operations
A.Y. Jackson Secondary School 2007 — 2010
High School Honors
VinnyxProductions January 2015 - Present
VICE Media, LLC July 2015 - Present
Soo Smoove Entertainment October 2014 - Present
Wonder Shuttle Media Inc. May 2014 - August 2014
Ivey Community Consulting Project, Ivey Business School October 2013 - November 2013
Tucows May 2013 - August 2013
RBC Dominion Securities July 2012 - August 2012
Skills
Social Media, Social Media Marketing, Marketing Strategy, Marketing Analytics, Customer Service, Event Planning, Logic Pro, Final Cut Pro, Direct Sales, Team Leadership, Mandarin, Public Speaking, Sales
Education
Ivey Business School at Western University 2013 — 2015
Bachelor of Arts, Honours Business Administration (HBA), Business Administration, Management and Operations
A.Y. Jackson Secondary School 2007 — 2010
High School Honors
Josh Stark's RBC Dominion Securities Experience November 2012 - December 2013
Job Executive Senior Consultant focused on helping clients build and protect aftertax wealth
Industry Investment Management
Experience
Investors Group January 2015 - Present
Firstline Energy Services. December 2013 - December 2014
RBC Dominion Securities November 2012 - December 2013
Investors Group Financial Services Inc. October 2007 - November 2012
Skills
Investments, Risk Management, Financial Analysis, Entrepreneurship, Financial Modeling, New Business Development, Team Building, Wealth Management, Financial Planning, Strategic Planning, Finance, Retirement Planning
Education
Grant Macewan College 2004 — 2007
Business management, Business Management
Grant Macewan College 2003 — 2005
Aviation Management, Aviation Management
Investors Group January 2015 - Present
Firstline Energy Services. December 2013 - December 2014
RBC Dominion Securities November 2012 - December 2013
Investors Group Financial Services Inc. October 2007 - November 2012
Skills
Investments, Risk Management, Financial Analysis, Entrepreneurship, Financial Modeling, New Business Development, Team Building, Wealth Management, Financial Planning, Strategic Planning, Finance, Retirement Planning
Education
Grant Macewan College 2004 — 2007
Business management, Business Management
Grant Macewan College 2003 — 2005
Aviation Management, Aviation Management
David Zhang David Zhang's RBC Dominion Securities Experience May 2009 - August 2009
Job Associate at Silver Lake Partners
Industry Venture Capital & Private Equity
Experience
Silver Lake Partners April 2013 - Present
Credit Suisse July 2012 - April 2013
Shore Up 2011 - 2012
Richard Ivey School of Business September 2011 - December 2011
Credit Suisse June 2011 - August 2011
CIBC World Markets May 2010 - August 2010
Rotman School of Management May 2009 - July 2010
Rotman School of Management September 2009 - December 2009
RBC Dominion Securities May 2009 - August 2009
Skills
Valuation, Financial Modeling, Investment Banking, Microsoft Excel, VBA, Due Diligence, Finance, Capital IQ, PowerPoint, Mergers & Acquisitions, Investments, Equities, Portfolio Management, Private Equity, Corporate Finance, Microsoft PowerPoint, Java, LBO, Financial Analysis, Investing
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2012
Bachelor of Arts, Honors Business Administration
University of Toronto - Rotman School of Management 2008 — 2010
Bachelor of Commerce, Finance and Economics
Silver Lake Partners April 2013 - Present
Credit Suisse July 2012 - April 2013
Shore Up 2011 - 2012
Richard Ivey School of Business September 2011 - December 2011
Credit Suisse June 2011 - August 2011
CIBC World Markets May 2010 - August 2010
Rotman School of Management May 2009 - July 2010
Rotman School of Management September 2009 - December 2009
RBC Dominion Securities May 2009 - August 2009
Skills
Valuation, Financial Modeling, Investment Banking, Microsoft Excel, VBA, Due Diligence, Finance, Capital IQ, PowerPoint, Mergers & Acquisitions, Investments, Equities, Portfolio Management, Private Equity, Corporate Finance, Microsoft PowerPoint, Java, LBO, Financial Analysis, Investing
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2012
Bachelor of Arts, Honors Business Administration
University of Toronto - Rotman School of Management 2008 — 2010
Bachelor of Commerce, Finance and Economics
Dianne (Weale) Armstrong Dianne (Weale) Armstrong's RBC Dominion Securities Experience 1996 - 1997
Job Financial and Strategy Consultant
Industry Financial Services
Experience
Thornbury Financial Ltd 2005 - Present
CIBC 2004 - 2005
CIBC 2003 - 2004
CIBC 2001 - 2002
MACKENZIE FINANCIAL PLANNING LIMITED 1999 - 2001
Enterprise Capital Management 1998 - 1999
RBC Dominion Securities 1996 - 1997
JPMorgan Chase & Co. 1993 - 1994
JPMorgan Chase & Co. 1992 - 1994
Skills
Strategic Planning, Financial Analysis, Business Development, Corporate Governance, Not for Profit, Budgeting, Investment Management, Financial Services, Financial Modeling, Business Planning, Investments, Asset Allocation, High Net Worth...
Education
Chartered Financial Analyst
Harvard Business School 1994 — 1996
MBA
Stanford University 1987 — 1991
Bachelor of Arts (B.A.), International Relations (Distinction and Honors)
Thornbury Financial Ltd 2005 - Present
CIBC 2004 - 2005
CIBC 2003 - 2004
CIBC 2001 - 2002
MACKENZIE FINANCIAL PLANNING LIMITED 1999 - 2001
Enterprise Capital Management 1998 - 1999
RBC Dominion Securities 1996 - 1997
JPMorgan Chase & Co. 1993 - 1994
JPMorgan Chase & Co. 1992 - 1994
Skills
Strategic Planning, Financial Analysis, Business Development, Corporate Governance, Not for Profit, Budgeting, Investment Management, Financial Services, Financial Modeling, Business Planning, Investments, Asset Allocation, High Net Worth...
Education
Chartered Financial Analyst
Harvard Business School 1994 — 1996
MBA
Stanford University 1987 — 1991
Bachelor of Arts (B.A.), International Relations (Distinction and Honors)
Guillaume Drouin Garneau's RBC Dominion Securities Experience March 2014 - Present
Job Wealth Management & Financial Advisor at Groupe DrouinGarneau for RBC Dominion Securities
Industry Events Services
Experience
RBC Dominion Securities March 2014 - Present
L'Oréal November 2012 - April 2014
McGill University May 2012 - December 2012
Education
McGill University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Management Information Systems, 3.64
Collège Jean-de-Brébeuf 2002 — 2009
Diplôme d'études secondaires et études collégiales
RBC Dominion Securities March 2014 - Present
L'Oréal November 2012 - April 2014
McGill University May 2012 - December 2012
Education
McGill University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Management Information Systems, 3.64
Collège Jean-de-Brébeuf 2002 — 2009
Diplôme d'études secondaires et études collégiales
Dustin Van Der Hout Dustin Van Der Hout's RBC Dominion Securities Experience April 2011 - April 2015
Job Portfolio Manager at Richardson GMP
Industry Investment Management
Experience
Richardson GMP April 2015 - Present
RBC Dominion Securities April 2011 - April 2015
Gabelli Asset Management April 2009 - January 2011
Gabelli Asset Management January 2008 - April 2009
Skills
Investments, Equities, Portfolio Management, Asset Management, Alternative Investments, Investment Strategies, Asset Allocation, Mutual Funds, Investment Advisory, Wealth Management, ETFs, Securities, Hedge Funds, Fixed Income, Investment Management, Financial Modeling
Education
The University of Western Ontario - Huron University College 2003 — 2007
BMOS, Management & Organizational Studies
Richardson GMP April 2015 - Present
RBC Dominion Securities April 2011 - April 2015
Gabelli Asset Management April 2009 - January 2011
Gabelli Asset Management January 2008 - April 2009
Skills
Investments, Equities, Portfolio Management, Asset Management, Alternative Investments, Investment Strategies, Asset Allocation, Mutual Funds, Investment Advisory, Wealth Management, ETFs, Securities, Hedge Funds, Fixed Income, Investment Management, Financial Modeling
Education
The University of Western Ontario - Huron University College 2003 — 2007
BMOS, Management & Organizational Studies
Martha McIvor Martha McIvor's RBC Dominion Securities Experience March 2014 - Present
Job Associate at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities March 2014 - Present
CIBC January 2013 - September 2013
City of Toronto November 2005 - January 2013
Skills
Time Management, Customer Service, Teamwork, Microsoft Excel, Financial Analysis, Investments, Equities, Financial Modeling, Portfolio Management, Risk Management, Credit Risk, Banking, Asset Allocation
Education
Passed Level III of the CFA Program
McMaster University 2007 — 2011
Honours Bachelor of Commerce
Humber College 2011 — 2012
Human Resources Management
RBC Dominion Securities March 2014 - Present
CIBC January 2013 - September 2013
City of Toronto November 2005 - January 2013
Skills
Time Management, Customer Service, Teamwork, Microsoft Excel, Financial Analysis, Investments, Equities, Financial Modeling, Portfolio Management, Risk Management, Credit Risk, Banking, Asset Allocation
Education
Passed Level III of the CFA Program
McMaster University 2007 — 2011
Honours Bachelor of Commerce
Humber College 2011 — 2012
Human Resources Management
Ellen Morita Ellen Morita's RBC Dominion Securities Experience 1996 - 2002
Job Principal, Sway Partners Inc.
Industry Professional Training & Coaching
Experience
Sway Partners Inc. February 2015 - Present
TD Wealth, Private Client Group April 2012 - January 2015
Our Place Peel 2008 - 2014
TD Bank Group February 2002 - April 2012
RBC Dominion Securities 1996 - 2002
Skills
Portfolio Management, Wealth Management, Mutual Funds, Investments, Banking, Financial Services, Investment Advisory, Relationship Management, Risk Management, Capital Markets, Fixed Income, Investment Strategies, Financial Analysis, Equities, Financial Planning, Asset Management, Management, Strategy, Securities, Leadership, Strategic Planning
Education
Wilfrid Laurier University 1989 — 1990
Management Studies Diploma
Wilfrid Laurier University 1986 — 1989
B.A., Psychology
Ivey Business School at Western University
TD Leadership Academy
Sway Partners Inc. February 2015 - Present
TD Wealth, Private Client Group April 2012 - January 2015
Our Place Peel 2008 - 2014
TD Bank Group February 2002 - April 2012
RBC Dominion Securities 1996 - 2002
Skills
Portfolio Management, Wealth Management, Mutual Funds, Investments, Banking, Financial Services, Investment Advisory, Relationship Management, Risk Management, Capital Markets, Fixed Income, Investment Strategies, Financial Analysis, Equities, Financial Planning, Asset Management, Management, Strategy, Securities, Leadership, Strategic Planning
Education
Wilfrid Laurier University 1989 — 1990
Management Studies Diploma
Wilfrid Laurier University 1986 — 1989
B.A., Psychology
Ivey Business School at Western University
TD Leadership Academy
miray bulat miray bulat's RBC Dominion Securities Experience June 2009 - August 2009
Job Investment Advisor
Industry Financial Services
Experience
Anadolubank A.Ş. January 2014 - June 2014
RBC Dominion Securities June 2009 - August 2009
Skills
Turkish, English, Mutual Funds, Investment Advisory, Investments, Arabic, Analysis, Banking
Education
Humber College 2007 — 2010
Diploma, Business Management
Canadian Securities Institute
Anadolubank A.Ş. January 2014 - June 2014
RBC Dominion Securities June 2009 - August 2009
Skills
Turkish, English, Mutual Funds, Investment Advisory, Investments, Arabic, Analysis, Banking
Education
Humber College 2007 — 2010
Diploma, Business Management
Canadian Securities Institute
Crystal Chen Crystal Chen's RBC Dominion Securities Experience 2012 - 2012
Job Student at The Richard Ivey School of Business
Industry Design
Experience
Spicy Subscriptions June 2013 - August 2013
Just Energy - National Home Services 2012 - 2012
RBC Dominion Securities 2012 - 2012
Abercrombie & Fitch 2009 - 2011
IBM Canada Ltd. 2009 - 2009
Skills
Graphic Design, Analysis, PowerPoint, Customer Satisfaction, Event Management, Leadership Development, Team Building, Bilingual, Creative Problem Solving, Persuasive Speaker, Business Strategy, Sales, Business, Teamwork
Education
Tsinghua University 2014 — 2014
Economics & Management
Richard Ivey School of Business 2012 — 2014
HBA Candidate, Honours in Business Administration
University of the Arts London
Advertising and Art Direction
The University of Western Ontario
Spicy Subscriptions June 2013 - August 2013
Just Energy - National Home Services 2012 - 2012
RBC Dominion Securities 2012 - 2012
Abercrombie & Fitch 2009 - 2011
IBM Canada Ltd. 2009 - 2009
Skills
Graphic Design, Analysis, PowerPoint, Customer Satisfaction, Event Management, Leadership Development, Team Building, Bilingual, Creative Problem Solving, Persuasive Speaker, Business Strategy, Sales, Business, Teamwork
Education
Tsinghua University 2014 — 2014
Economics & Management
Richard Ivey School of Business 2012 — 2014
HBA Candidate, Honours in Business Administration
University of the Arts London
Advertising and Art Direction
The University of Western Ontario
Candra Anttila Candra Anttila's RBC Dominion Securities Experience 2000 - 2001
Job Legal Writer, Tax Analyst, Managing Editor
Industry Publishing
Experience
EY June 2015 - Present
The Canadian Payroll Association February 2015 - June 2015
Wolters Kluwer CCH Canada 2009 - July 2014
Wolters Kluwer CCH Canada 2006 - 2008
Wolters Kluwer CCH Canada 2005 - 2006
Wolters Kluwer CCH Canada 2003 - 2005
Wolters Kluwer CCH Canada 2002 - 2003
Wolters Kluwer CCH Canada 2001 - 2002
RBC Dominion Securities 2000 - 2001
University of Toronto September 1997 - June 2000
Skills
Tax, Accounting, Law, Publishing, Communications, Research, Writing, Editing, Content Management, Knowledge Management, Product Management, Product Development, Team Leadership, Liaison, Taxonomy
Education
University of Toronto 1997 — 2000
Bachelor of Laws (LL.B.)
Lakehead University 1994 — 1997
Bachelor of Commerce (B.Com.), Accounting
EY June 2015 - Present
The Canadian Payroll Association February 2015 - June 2015
Wolters Kluwer CCH Canada 2009 - July 2014
Wolters Kluwer CCH Canada 2006 - 2008
Wolters Kluwer CCH Canada 2005 - 2006
Wolters Kluwer CCH Canada 2003 - 2005
Wolters Kluwer CCH Canada 2002 - 2003
Wolters Kluwer CCH Canada 2001 - 2002
RBC Dominion Securities 2000 - 2001
University of Toronto September 1997 - June 2000
Skills
Tax, Accounting, Law, Publishing, Communications, Research, Writing, Editing, Content Management, Knowledge Management, Product Management, Product Development, Team Leadership, Liaison, Taxonomy
Education
University of Toronto 1997 — 2000
Bachelor of Laws (LL.B.)
Lakehead University 1994 — 1997
Bachelor of Commerce (B.Com.), Accounting
Madeleine Cooper's RBC Dominion Securities Experience June 2007 - August 2007
Job Director, Compliance (Canada) at Zenbanx
Industry Financial Services
Experience
Zenbanx February 2015 - Present
BMO Private Client Group March 2010 - January 2015
BMO Private Client Group July 2009 - May 2010
BMO Private Client Group May 2008 - August 2008
RBC Dominion Securities June 2007 - August 2007
Skills
Securities Regulation, Complaint Management, Registration, Corporate Governance, AML, Capital Markets, Financial Services, Privacy Law, Securities, Corporate Law, Mutual Funds, Business Analysis, KYC, Leadership, Investments, Legal Compliance, Wealth Management, Risk Management, Legal Research
Education
University of Toronto 2006 — 2009
J.D., Law
McGill University 2003 — 2006
Bachelor of Arts (BA), Honours History and Political Science
Marianopolis College 2001 — 2003
DEC, Liberal Arts and Sciences, General Studies and Humanities
Zenbanx February 2015 - Present
BMO Private Client Group March 2010 - January 2015
BMO Private Client Group July 2009 - May 2010
BMO Private Client Group May 2008 - August 2008
RBC Dominion Securities June 2007 - August 2007
Skills
Securities Regulation, Complaint Management, Registration, Corporate Governance, AML, Capital Markets, Financial Services, Privacy Law, Securities, Corporate Law, Mutual Funds, Business Analysis, KYC, Leadership, Investments, Legal Compliance, Wealth Management, Risk Management, Legal Research
Education
University of Toronto 2006 — 2009
J.D., Law
McGill University 2003 — 2006
Bachelor of Arts (BA), Honours History and Political Science
Marianopolis College 2001 — 2003
DEC, Liberal Arts and Sciences, General Studies and Humanities
Jim Varlas Jim Varlas's RBC Dominion Securities Experience March 2006 - August 2007
Job Project Manager at St. Joseph Content
Industry Broadcast Media
Experience
St. Joseph Content August 2007 - Present
RBC Dominion Securities March 2006 - August 2007
RBC Direct Investing June 2004 - March 2006
Skills
Advertising, Project Management, Management, Team Leadership, Marketing Communications, Marketing, Account Management, Digital Marketing, Team Management, Social Media, Marketing Strategy, Social Media Marketing, Analysis, Microsoft Office, Project Planning, Leadership, Customer Service, Team Building, Retail, Creative Direction, Strategic Planning, Customer Satisfaction
Education
Ryerson University
Bachelor's Degree, Marketing Management
George Brown College
Business Marketing, Marketing
St. Joseph Content August 2007 - Present
RBC Dominion Securities March 2006 - August 2007
RBC Direct Investing June 2004 - March 2006
Skills
Advertising, Project Management, Management, Team Leadership, Marketing Communications, Marketing, Account Management, Digital Marketing, Team Management, Social Media, Marketing Strategy, Social Media Marketing, Analysis, Microsoft Office, Project Planning, Leadership, Customer Service, Team Building, Retail, Creative Direction, Strategic Planning, Customer Satisfaction
Education
Ryerson University
Bachelor's Degree, Marketing Management
George Brown College
Business Marketing, Marketing
Aaron Fernandes's RBC Dominion Securities Experience September 2011 - July 2012
Job Manager, Programmatic Solutions at Accuen
Industry Marketing and Advertising
Experience
Accuen July 2014 - Present
Accuen November 2013 - June 2014
Performics June 2012 - November 2013
RBC Dominion Securities September 2011 - July 2012
End Poverty Now May 2009 - September 2010
End Poverty Now September 2008 - May 2009
Skills
SEO, Social Media, French, Digital Marketing, Search Advertising, Media Planning, SEM, Paid Search Campaigns, Organic Search, Search Analysis, Google Adwords, Marketing Strategy, Business Development, Cold Calling, Direct Sales, Microsoft Excel, Multivariate Statistics, Research, Paid Search Strategy, Data Analysis, PPC Bid Management, Account Management, MSN AdCenter, Marin Software
Education
McGill University
Bachelor of Arts, Economics and Political Science
Accuen July 2014 - Present
Accuen November 2013 - June 2014
Performics June 2012 - November 2013
RBC Dominion Securities September 2011 - July 2012
End Poverty Now May 2009 - September 2010
End Poverty Now September 2008 - May 2009
Skills
SEO, Social Media, French, Digital Marketing, Search Advertising, Media Planning, SEM, Paid Search Campaigns, Organic Search, Search Analysis, Google Adwords, Marketing Strategy, Business Development, Cold Calling, Direct Sales, Microsoft Excel, Multivariate Statistics, Research, Paid Search Strategy, Data Analysis, PPC Bid Management, Account Management, MSN AdCenter, Marin Software
Education
McGill University
Bachelor of Arts, Economics and Political Science
Angelo D'Amico's RBC Dominion Securities Experience January 2001 - Present
Job Vice President and Portfolio Manager | RBC Dominion Securities Inc.
Industry Financial Services
Experience
RBC Dominion Securities January 2001 - Present
RBC Wealth Management 1997 - 2000
Education
McGill University 1985 — 1992
Bachelor, Economics
RBC Dominion Securities January 2001 - Present
RBC Wealth Management 1997 - 2000
Education
McGill University 1985 — 1992
Bachelor, Economics
Ted Kalil, CIM, CFA Ted Kalil, CIM, CFA's RBC Dominion Securities Experience October 1995 - Present
Job Vice President & Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities October 1995 - Present
BMO Nesbitt Burns January 1993 - October 1995
Skills
Investment Strategies, Investment Management, Investment Advisory, Asset Allocation, Wealth Management, Equities, Sports Management, High Net Worth...
Education
Queen's University 1988 — 1992
Bachelor of Arts (Honours)
Harvard Business School Executive Education
Investment Management Workshop
RBC Dominion Securities October 1995 - Present
BMO Nesbitt Burns January 1993 - October 1995
Skills
Investment Strategies, Investment Management, Investment Advisory, Asset Allocation, Wealth Management, Equities, Sports Management, High Net Worth...
Education
Queen's University 1988 — 1992
Bachelor of Arts (Honours)
Harvard Business School Executive Education
Investment Management Workshop
Dean Peters Dean Peters's RBC Dominion Securities Experience February 2013 - Present
Job Portfolio Analyst
Industry Financial Services
Experience
RBC Dominion Securities February 2013 - Present
RBC Global Asset Management November 2009 - February 2013
RBC Global Asset Management June 2008 - October 2009
Skills
Mutual Funds, Bloomberg, Financial Analysis, Fixed Income, Financial Reporting, Equities, Securities, Financial Modeling, Strategic Financial..., Portfolio Management, Investment Strategies, Asset Allocation, Banking, Accounting, Financial Services, Asset Managment, Financial Accounting, Capital Markets, Wealth Management, Unified Managed Accounts, SQL, Microsoft SQL Server, Matlab, Access
Education
Goodman School of Business at Brock University 2004 — 2008
BBA (Honours), Finance and Marketing
York University - Schulich School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
RBC Dominion Securities February 2013 - Present
RBC Global Asset Management November 2009 - February 2013
RBC Global Asset Management June 2008 - October 2009
Skills
Mutual Funds, Bloomberg, Financial Analysis, Fixed Income, Financial Reporting, Equities, Securities, Financial Modeling, Strategic Financial..., Portfolio Management, Investment Strategies, Asset Allocation, Banking, Accounting, Financial Services, Asset Managment, Financial Accounting, Capital Markets, Wealth Management, Unified Managed Accounts, SQL, Microsoft SQL Server, Matlab, Access
Education
Goodman School of Business at Brock University 2004 — 2008
BBA (Honours), Finance and Marketing
York University - Schulich School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Dana (Bennie) Lerner's RBC Dominion Securities Experience 2009 - 2010
Job Executive Search Consultant
Industry Staffing and Recruiting
Experience
Independent Practice May 2013 - Present
Rosenzweig & Company Inc. August 2010 - June 2013
RBC Dominion Securities 2009 - 2010
McCarthy Tetrault 2008 - 2009
Purks Inc. 2006 - 2008
Greenspan Partners LLP 2007 - 2007
Skills
Mergers, Legal Writing, Entrepreneurship, Securities, Corporate Law, Securities Regulation, Legal Research, Corporate Governance, Due Diligence, Legal Advice, Employment Law, Litigation, Mergers & Acquisitions, Private Equity, Restructuring, Financial Services, Venture Capital, Privacy Law, Dispute Resolution, Corporate Finance, Commercial Litigation, Joint Ventures, Intellectual Property, Executive Search, Banking Law, Mediation, Licensing
Education
Western University 2005 — 2008
LL.B., Law
Huron University College 2001 — 2005
BA, Psychology, Deans List
Independent Practice May 2013 - Present
Rosenzweig & Company Inc. August 2010 - June 2013
RBC Dominion Securities 2009 - 2010
McCarthy Tetrault 2008 - 2009
Purks Inc. 2006 - 2008
Greenspan Partners LLP 2007 - 2007
Skills
Mergers, Legal Writing, Entrepreneurship, Securities, Corporate Law, Securities Regulation, Legal Research, Corporate Governance, Due Diligence, Legal Advice, Employment Law, Litigation, Mergers & Acquisitions, Private Equity, Restructuring, Financial Services, Venture Capital, Privacy Law, Dispute Resolution, Corporate Finance, Commercial Litigation, Joint Ventures, Intellectual Property, Executive Search, Banking Law, Mediation, Licensing
Education
Western University 2005 — 2008
LL.B., Law
Huron University College 2001 — 2005
BA, Psychology, Deans List
Guanghao Sun's RBC Dominion Securities Experience September 2012 - September 2013
Job Business Manager at Industrial and Commercial Bank of China (Canada)
Industry Financial Services
Experience
Industrial and Commercial Bank of China (Canada) October 2013 - Present
RBC Dominion Securities September 2012 - September 2013
DongXing Securities Ltd May 2011 - June 2011
HSBC July 2009 - September 2009
Skills
Bloomberg, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Economics, Capital IQ, Equities, Investments, Mandarin, Equity Research, Fixed Income, Investment Banking, Bloomberg Terminal, Portfolio Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2012
Master, Finance
University of Toronto 2007 — 2011
Bachelor of Science (B.Sc.), Financial Economics
Industrial and Commercial Bank of China (Canada) October 2013 - Present
RBC Dominion Securities September 2012 - September 2013
DongXing Securities Ltd May 2011 - June 2011
HSBC July 2009 - September 2009
Skills
Bloomberg, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Economics, Capital IQ, Equities, Investments, Mandarin, Equity Research, Fixed Income, Investment Banking, Bloomberg Terminal, Portfolio Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2012
Master, Finance
University of Toronto 2007 — 2011
Bachelor of Science (B.Sc.), Financial Economics
James Kinkaid James Kinkaid's RBC Dominion Securities Experience June 2005 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities June 2005 - Present
Ottawa Community Loan Fund January 2007 - Present
Wedding Republic January 2011 - Present
iMedMedia January 2009 - Present
Skills
Wealth Management, Investments, Venture Capital, Training, Social Media, Entrepreneurship, Leadership, Strategic Financial..., Strategic Planning, Management
Education
University of Ottawa 2001 — 2005
B.Comm, Honors Finance
Humber College 1998 — 2000
Multimedia
RBC Dominion Securities June 2005 - Present
Ottawa Community Loan Fund January 2007 - Present
Wedding Republic January 2011 - Present
iMedMedia January 2009 - Present
Skills
Wealth Management, Investments, Venture Capital, Training, Social Media, Entrepreneurship, Leadership, Strategic Financial..., Strategic Planning, Management
Education
University of Ottawa 2001 — 2005
B.Comm, Honors Finance
Humber College 1998 — 2000
Multimedia
Catherine Janson, CFA's RBC Dominion Securities Experience March 2010 - Present
Job Associate Portfolio Manager at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities March 2010 - Present
CIBC Wood Gundy November 2003 - March 2009
FleetBoston Financial May 2001 - May 2003
Skills
Equities, Portfolio Management, Research, Asset Management, Investments, Mutual Funds, Investment Strategies, Wealth Management, Investment Advisory, Alternative Investments, Investment Management, ETFs, Financial Risk, Fixed Income
Education
CFA Institute 2000 — 2003
CFA designation
HEC Montréal 1998 — 2000
MSc., Finance
McGill University 1995 — 1998
B. Com, Joint Honors Finance and Economics
Collège de Bois de Boulogne 1993 — 1995
DEC
Collège St-Sacrement 1988 — 1993
RBC Dominion Securities March 2010 - Present
CIBC Wood Gundy November 2003 - March 2009
FleetBoston Financial May 2001 - May 2003
Skills
Equities, Portfolio Management, Research, Asset Management, Investments, Mutual Funds, Investment Strategies, Wealth Management, Investment Advisory, Alternative Investments, Investment Management, ETFs, Financial Risk, Fixed Income
Education
CFA Institute 2000 — 2003
CFA designation
HEC Montréal 1998 — 2000
MSc., Finance
McGill University 1995 — 1998
B. Com, Joint Honors Finance and Economics
Collège de Bois de Boulogne 1993 — 1995
DEC
Collège St-Sacrement 1988 — 1993
Galen Weston's RBC Dominion Securities Experience 2001 - 2003
Job CEO at AdvisorWorld.com
Industry Financial Services
Experience
AdvisorWorld.com September 2003 - Present
RBC Dominion Securities 2001 - 2003
Skills
Retirement Planning, Strategic Financial..., Insurance, Wealth, Estate Planning, Long-term Care, Financial Services, Financial Planners, Fixed Annuities, Life Insurance, Wealth Management, IRAs, Investment Strategies, Mutual Funds, Finance, Lead Generation, Investment Advisory, Mortgage Lending, Financial Advisory, Investments, Small Business, Retirement
Education
Humber College 1994 — 1998
Music
AdvisorWorld.com September 2003 - Present
RBC Dominion Securities 2001 - 2003
Skills
Retirement Planning, Strategic Financial..., Insurance, Wealth, Estate Planning, Long-term Care, Financial Services, Financial Planners, Fixed Annuities, Life Insurance, Wealth Management, IRAs, Investment Strategies, Mutual Funds, Finance, Lead Generation, Investment Advisory, Mortgage Lending, Financial Advisory, Investments, Small Business, Retirement
Education
Humber College 1994 — 1998
Music
Stephane Rozier Stephane Rozier's RBC Dominion Securities Experience January 1998 - February 2001
Job SVP Listed Derivatives at Macquarie Group
Industry Financial Services
Experience
Macquarie Group February 2012 - Present
Montreal Exchange March 2010 - Present
Investment Industry Association of Canada March 2012 - October 2013
MF Global (Canada) February 2006 - November 2011
IIROC (Investment Industry Regulatory Organization of Canada) March 2010 - May 2011
Fimat February 2001 - February 2006
RBC Dominion Securities January 1998 - February 2001
Levesque Beaubien 1994 - 1996
Skills
Sales Management, Operations, risk and credit, Trading Systems, Listed derivatives, OTC Derivatives, Compliance, FX Hedging, Commodity, Electronic Trading, Capital Markets, Financial Risk, Investments, Derivatives, Management, Trading, Equity Trading, Risk Management, Equities, Options, Financial Markets, Series 7, Fixed Income, Structured Products, Equity Derivatives, Finance, Asset Managment, Portfolio Management, Alternative Investments, Corporate Finance, Negotiation, Securities, FX Options, Strategic Planning, Technical Analysis, Mutual Funds, Currency, Hedge Funds, Hedging, Financial Services, Brokerage, Investment Banking, Bloomberg
Education
Université de Montréal - Ecole polytechnique de Montréal 2000 — 2001
HEC Montréal 1997 — 1999
MBA, Management
Macquarie Group February 2012 - Present
Montreal Exchange March 2010 - Present
Investment Industry Association of Canada March 2012 - October 2013
MF Global (Canada) February 2006 - November 2011
IIROC (Investment Industry Regulatory Organization of Canada) March 2010 - May 2011
Fimat February 2001 - February 2006
RBC Dominion Securities January 1998 - February 2001
Levesque Beaubien 1994 - 1996
Skills
Sales Management, Operations, risk and credit, Trading Systems, Listed derivatives, OTC Derivatives, Compliance, FX Hedging, Commodity, Electronic Trading, Capital Markets, Financial Risk, Investments, Derivatives, Management, Trading, Equity Trading, Risk Management, Equities, Options, Financial Markets, Series 7, Fixed Income, Structured Products, Equity Derivatives, Finance, Asset Managment, Portfolio Management, Alternative Investments, Corporate Finance, Negotiation, Securities, FX Options, Strategic Planning, Technical Analysis, Mutual Funds, Currency, Hedge Funds, Hedging, Financial Services, Brokerage, Investment Banking, Bloomberg
Education
Université de Montréal - Ecole polytechnique de Montréal 2000 — 2001
HEC Montréal 1997 — 1999
MBA, Management
Andrew Lenjosek's RBC Dominion Securities Experience May 2008 - August 2008
Job Entrepreneur
Industry Health, Wellness and Fitness
Experience
Thorne Research Canada January 2015 - Present
U Weight Loss Clinics August 2014 - Present
Pure Health Clinics June 2012 - Present
Moelis & Company July 2011 - June 2012
Credit Suisse June 2010 - September 2010
PepsiCo May 2009 - August 2009
RBC Dominion Securities May 2008 - August 2008
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Restructuring, Capital Markets, Financial Analysis, Entrepreneurship, Start-ups, Due Diligence, Investments, Mergers & Acquisitions, Competitive Analysis, Finance, Leveraged Finance, Strategy, Private Equity, Venture Capital
Education
The University of Western Ontario - Richard Ivey School of Business
Bachelor of Arts, Honors Business Administration
University of Toronto - Rotman School of Management
Bachelor of Commerce, Economics Major
Thorne Research Canada January 2015 - Present
U Weight Loss Clinics August 2014 - Present
Pure Health Clinics June 2012 - Present
Moelis & Company July 2011 - June 2012
Credit Suisse June 2010 - September 2010
PepsiCo May 2009 - August 2009
RBC Dominion Securities May 2008 - August 2008
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Restructuring, Capital Markets, Financial Analysis, Entrepreneurship, Start-ups, Due Diligence, Investments, Mergers & Acquisitions, Competitive Analysis, Finance, Leveraged Finance, Strategy, Private Equity, Venture Capital
Education
The University of Western Ontario - Richard Ivey School of Business
Bachelor of Arts, Honors Business Administration
University of Toronto - Rotman School of Management
Bachelor of Commerce, Economics Major
Eduardo Cano's RBC Dominion Securities Experience September 2013 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities September 2013 - Present
Skills
Portfolio Management, Relationship Management, Investments, Business Strategy, Strategy, Financial Advisory, Investment Strategies, Mutual Funds, Investment Advisory, Wealth Management, Fixed Income
Education
University of Toronto 2002 — 2007
Joint Hons BA, Economics & Political Science
Grenoble Ecole de Management - Grenoble Graduate School of Business 2010 — 2012
International MBA
RBC Dominion Securities September 2013 - Present
Skills
Portfolio Management, Relationship Management, Investments, Business Strategy, Strategy, Financial Advisory, Investment Strategies, Mutual Funds, Investment Advisory, Wealth Management, Fixed Income
Education
University of Toronto 2002 — 2007
Joint Hons BA, Economics & Political Science
Grenoble Ecole de Management - Grenoble Graduate School of Business 2010 — 2012
International MBA
Peter Evanoff, CFA Peter Evanoff, CFA's RBC Dominion Securities Experience 1998 - 2009
Job International Wealth Management at Scotiabank
Industry Financial Services
Experience
Scotiabank 2013 - Present
ScotiaMcLeod 2012 - Present
National Bank Financial 2012 - 2012
HSBC 2011 - 2012
RBC Dominion Securities 1998 - 2009
Skills
Mutual Funds, Asset Management, Strategic Financial..., Wealth Management, Investment Advisory, Investments, Portfolio Management
Education
Ivey Business School at Western University 1996 — 1998
HBA, Business
d+m thomson
Scotiabank 2013 - Present
ScotiaMcLeod 2012 - Present
National Bank Financial 2012 - 2012
HSBC 2011 - 2012
RBC Dominion Securities 1998 - 2009
Skills
Mutual Funds, Asset Management, Strategic Financial..., Wealth Management, Investment Advisory, Investments, Portfolio Management
Education
Ivey Business School at Western University 1996 — 1998
HBA, Business
d+m thomson
Charles Sousa's RBC Dominion Securities Experience June 1992 - July 1994
Job Minister of Finance, Ontario
Industry Public Policy
Experience
Ontario Ministry of Finance February 2013 - Present
Legislative Assembly of Ontario October 2007 - Present
Ontario Ministry of Citizenship & Immigration October 2011 - December 2012
Ontario Ministry of Labour December 2010 - October 2011
Legislative Assembly of Ontario October 2007 - December 2010
Legislative Assembly of Ontario October 2007 - August 2009
RBC Financial Group January 1987 - October 2007
RBC Financial Group January 2001 - October 2004
RBC Dominion Securities June 1992 - July 1994
Education
Ivey Business School at Western University 1992 — 1994
MBA
Institute Canadian Bankers 1989 — 1991
FICB
Wilfrid Laurier University 1978 — 1982
HBA
Ontario Ministry of Finance February 2013 - Present
Legislative Assembly of Ontario October 2007 - Present
Ontario Ministry of Citizenship & Immigration October 2011 - December 2012
Ontario Ministry of Labour December 2010 - October 2011
Legislative Assembly of Ontario October 2007 - December 2010
Legislative Assembly of Ontario October 2007 - August 2009
RBC Financial Group January 1987 - October 2007
RBC Financial Group January 2001 - October 2004
RBC Dominion Securities June 1992 - July 1994
Education
Ivey Business School at Western University 1992 — 1994
MBA
Institute Canadian Bankers 1989 — 1991
FICB
Wilfrid Laurier University 1978 — 1982
HBA
Dan Da Re's RBC Dominion Securities Experience 1988 - 1991
Job
Industry Financial Services
Experience
CIBC February 2014 - Present
National Bank of Canada November 2008 - February 2014
Merrill Lynch Canada August 2005 - November 2008
Manulife 2003 - 2005
WorldInsure November 2001 - December 2002
Nurun September 1997 - February 2001
BMO Nesbitt Burns 1991 - 1997
RBC Dominion Securities 1988 - 1991
Skills
Financial Services, Management, Capital Markets, Equities, Trading Systems, Derivatives, Wealth Management, Risk Management, Portfolio Management, Securities, Financial Markets, Trading, Electronic Trading, Asset Managment, Financial Risk, Options, Business Analysis, Market Data, Investment Banking, Equity Trading, Mutual Funds, Strategy, Investments, FX Options, Back Office, Market Risk, Mergers & Acquisitions, Finance, Equity Derivatives
Education
McGill University
MBA, Managerial Policy
McGill University
BA, Political Science / History
CIBC February 2014 - Present
National Bank of Canada November 2008 - February 2014
Merrill Lynch Canada August 2005 - November 2008
Manulife 2003 - 2005
WorldInsure November 2001 - December 2002
Nurun September 1997 - February 2001
BMO Nesbitt Burns 1991 - 1997
RBC Dominion Securities 1988 - 1991
Skills
Financial Services, Management, Capital Markets, Equities, Trading Systems, Derivatives, Wealth Management, Risk Management, Portfolio Management, Securities, Financial Markets, Trading, Electronic Trading, Asset Managment, Financial Risk, Options, Business Analysis, Market Data, Investment Banking, Equity Trading, Mutual Funds, Strategy, Investments, FX Options, Back Office, Market Risk, Mergers & Acquisitions, Finance, Equity Derivatives
Education
McGill University
MBA, Managerial Policy
McGill University
BA, Political Science / History
Daniel Kardo's RBC Dominion Securities Experience March 2009 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities March 2009 - Present
RBC Dominion Securities December 2007 - March 2009
Fidelity Investments August 2007 - December 2007
Fidelity Investments March 2007 - August 2007
Skills
Mutual Funds, Investment Advisory, Wealth Management, Portfolio Management, Investments
Education
Ryerson University 2001 — 2005
B.Comm., Finance
Johannes Kepler Universität Linz 2003 — 2004
B.Comm., Finance
RBC Dominion Securities March 2009 - Present
RBC Dominion Securities December 2007 - March 2009
Fidelity Investments August 2007 - December 2007
Fidelity Investments March 2007 - August 2007
Skills
Mutual Funds, Investment Advisory, Wealth Management, Portfolio Management, Investments
Education
Ryerson University 2001 — 2005
B.Comm., Finance
Johannes Kepler Universität Linz 2003 — 2004
B.Comm., Finance
Raymond Langlois, CPA, CA's RBC Dominion Securities Experience 1991 - Present
Job Viceprésident RBC Dominion valeurs mobilières
Industry Financial Services
Experience
RBC Dominion Securities 1991 - Present
DERAGON LANGLOIS LTEE 1983 - 1991
A.E. AMES CO 1979 - 1983
ARTHUR ANDERSEN 1975 - 1979
Education
Université de Montréal - HEC Montréal 1972 — 1975
Baccalaureate, business administration
RBC Dominion Securities 1991 - Present
DERAGON LANGLOIS LTEE 1983 - 1991
A.E. AMES CO 1979 - 1983
ARTHUR ANDERSEN 1975 - 1979
Education
Université de Montréal - HEC Montréal 1972 — 1975
Baccalaureate, business administration
Peter Kudla's RBC Dominion Securities Experience 1991 - November 2000
Job Investment Advisor at Mackie Research Capital Corp. October 2012
Industry Financial Services
Experience
Mackie Research Capital October 2012 - Present
Canaccord Wealth Management November 2000 - September 2012
RBC Dominion Securities 1991 - November 2000
Burns Fry 1978 - 1990
Skills
Wealth Management, Investments, Securities, Risk Management, Due Diligence, Business Strategy, Business Analysis, Investment Advisory, Investment Strategies, Strategic Planning, Retirement Planning, Mutual Funds, Wealth Management..., ETFs, Equities, Asset Allocation, Bonds, Wealth, Fixed Income, Alternative Investments
Education
Canadian Securities Institute 1981 — 1982
FCSI, Investments and Economics
Ivey Business School at Western University 1976 — 1978
HBA, Business
Mackie Research Capital October 2012 - Present
Canaccord Wealth Management November 2000 - September 2012
RBC Dominion Securities 1991 - November 2000
Burns Fry 1978 - 1990
Skills
Wealth Management, Investments, Securities, Risk Management, Due Diligence, Business Strategy, Business Analysis, Investment Advisory, Investment Strategies, Strategic Planning, Retirement Planning, Mutual Funds, Wealth Management..., ETFs, Equities, Asset Allocation, Bonds, Wealth, Fixed Income, Alternative Investments
Education
Canadian Securities Institute 1981 — 1982
FCSI, Investments and Economics
Ivey Business School at Western University 1976 — 1978
HBA, Business
Elena Shpita's RBC Dominion Securities Experience May 2008 - August 2008
Job Admission Representative at Eminata Group CDI College
Industry Financial Services
Experience
Eminata Group - CDI College August 2011 - April 2014
Avron Foods January 2011 - July 2011
RBC Dominion Securities May 2008 - August 2008
Amur Machinery and Services April 2004 - August 2007
Skills
College Recruiting
Education
George Brown College 2008 — 2008
Marketing managment for FInancial Services
Eminata Group - CDI College August 2011 - April 2014
Avron Foods January 2011 - July 2011
RBC Dominion Securities May 2008 - August 2008
Amur Machinery and Services April 2004 - August 2007
Skills
College Recruiting
Education
George Brown College 2008 — 2008
Marketing managment for FInancial Services
Andrew Grimes's RBC Dominion Securities Experience March 2008 - Present
Job VicePresident, Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities March 2008 - Present
RBC Capital Markets February 2007 - March 2008
Skills
Equities, Portfolio Management, Investment Advisory, Investments, Wealth Management, Asset Management, Strategic Financial..., Retirement Planning, Mutual Funds
Education
Ivey Business School at Western University 1996 — 1998
MBA, Finance
Memorial University of Newfoundland 1991 — 1994
BComm
RBC Dominion Securities March 2008 - Present
RBC Capital Markets February 2007 - March 2008
Skills
Equities, Portfolio Management, Investment Advisory, Investments, Wealth Management, Asset Management, Strategic Financial..., Retirement Planning, Mutual Funds
Education
Ivey Business School at Western University 1996 — 1998
MBA, Finance
Memorial University of Newfoundland 1991 — 1994
BComm
Melissa Chien's RBC Dominion Securities Experience October 2005 - February 2006
Job Marketing Manager at Intellitix
Industry Marketing and Advertising
Experience
Intellitix November 2014 - Present
Joylister January 2013 - August 2014
Trade Secrets October 2009 - September 2012
OnResearch Inc. April 2008 - September 2009
NAAAP January 2008 - February 2009
SINBON Electronics Co. Ltd. (Beijing, China) August 2007 - November 2007
Transport and Logistics Centre (Sydney, Australia) February 2006 - June 2006
RBC Dominion Securities October 2005 - February 2006
Skills
Marketing Strategy, Strategic Planning, Social Media, Digital Marketing, Online Advertising, Marketing Research, Social Media Marketing, Email Marketing, Project Management, Event Management, Marketing Communications, Market Planning, Direct Marketing, Public Relations, Online Marketing, Copywriting, Facebook, Product Marketing, Photoshop, Business Strategy, Marketing, Marketing Management, Blogging, Google Analytics, Digital Strategy, Social Networking, Campaign Management, Advertising, Analytics, Customer Insight, Brand Management, Market Research, Wordpress, SEO, Event Planning, Brand Development, Competitive Analysis, New Business Development, Strategy, Brand Awareness, Retail, Start-ups, Media Relations, Business Development, Leadership
Education
York University - Schulich School of Business 2003 — 2007
International Bachelor of Business Administration (iBBA)
Macquarie University 2006 — 2006
Intellitix November 2014 - Present
Joylister January 2013 - August 2014
Trade Secrets October 2009 - September 2012
OnResearch Inc. April 2008 - September 2009
NAAAP January 2008 - February 2009
SINBON Electronics Co. Ltd. (Beijing, China) August 2007 - November 2007
Transport and Logistics Centre (Sydney, Australia) February 2006 - June 2006
RBC Dominion Securities October 2005 - February 2006
Skills
Marketing Strategy, Strategic Planning, Social Media, Digital Marketing, Online Advertising, Marketing Research, Social Media Marketing, Email Marketing, Project Management, Event Management, Marketing Communications, Market Planning, Direct Marketing, Public Relations, Online Marketing, Copywriting, Facebook, Product Marketing, Photoshop, Business Strategy, Marketing, Marketing Management, Blogging, Google Analytics, Digital Strategy, Social Networking, Campaign Management, Advertising, Analytics, Customer Insight, Brand Management, Market Research, Wordpress, SEO, Event Planning, Brand Development, Competitive Analysis, New Business Development, Strategy, Brand Awareness, Retail, Start-ups, Media Relations, Business Development, Leadership
Education
York University - Schulich School of Business 2003 — 2007
International Bachelor of Business Administration (iBBA)
Macquarie University 2006 — 2006
Tina Shapiro's RBC Dominion Securities Experience August 1996 - July 1999
Job Director of Marketing at ERA
Industry Consumer Goods
Experience
ERA Group July 2008 - Present
Billy Bag USA March 2001 - December 2005
Rogers Communications Inc. November 1999 - March 2001
RBC Dominion Securities August 1996 - July 1999
Education
CSI 1996 — 1997
CSC and CPH, Financial Services
McGill University 1993 — 1996
B.A., Sociology
Marianopolis College 1991 — 1993
D.E.C.
ERA Group July 2008 - Present
Billy Bag USA March 2001 - December 2005
Rogers Communications Inc. November 1999 - March 2001
RBC Dominion Securities August 1996 - July 1999
Education
CSI 1996 — 1997
CSC and CPH, Financial Services
McGill University 1993 — 1996
B.A., Sociology
Marianopolis College 1991 — 1993
D.E.C.
Gisele Lascelles's RBC Dominion Securities Experience August 2000 - Present
Job Associate Advisor at RBC DS
Industry Investment Management
Experience
RBC Dominion Securities August 2000 - Present
RBC September 1989 - August 2000
Skills
Wealth Management, Investment Advisory, Asset Allocation, Retirement Planning, Investment Strategies
Education
Laurentian University/Université Laurentienne 1985 — 1989
Honours Bachelor of Commerce, Finance, Accounting, Economics, Marketing
RBC Dominion Securities August 2000 - Present
RBC September 1989 - August 2000
Skills
Wealth Management, Investment Advisory, Asset Allocation, Retirement Planning, Investment Strategies
Education
Laurentian University/Université Laurentienne 1985 — 1989
Honours Bachelor of Commerce, Finance, Accounting, Economics, Marketing
Harp Jim's RBC Dominion Securities Experience August 1999 - January 2001
Job Executive VP and CFO at Hornbeck Offshore
Industry Maritime
Experience
Hornbeck Offshore January 2001 - Present
RBC Dominion Securities August 1999 - January 2001
Jefferies & Company June 1997 - August 1999
Arthur Andersen LLP July 1982 - June 1997
Education
Louisiana State University 1978 — 1982
B.S., Accounting
Baton Rouge High School 1974 — 1978
Diploma
Hornbeck Offshore January 2001 - Present
RBC Dominion Securities August 1999 - January 2001
Jefferies & Company June 1997 - August 1999
Arthur Andersen LLP July 1982 - June 1997
Education
Louisiana State University 1978 — 1982
B.S., Accounting
Baton Rouge High School 1974 — 1978
Diploma
Cortney Smith's RBC Dominion Securities Experience August 2009 - Present
Job Branch Administrator at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities August 2009 - Present
Bank of America October 2006 - April 2009
Executrade 2004 - 2006
Education
MacEwan University 2002 — 2004
Holistic Health
The King's University 2000 — 2002
Business
University of Alberta 1998 — 2000
Commerce
RBC Dominion Securities August 2009 - Present
Bank of America October 2006 - April 2009
Executrade 2004 - 2006
Education
MacEwan University 2002 — 2004
Holistic Health
The King's University 2000 — 2002
Business
University of Alberta 1998 — 2000
Commerce
Samuel McLaughlin's RBC Dominion Securities Experience May 2012 - Present
Job Associate Portfolio Manager at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities May 2012 - Present
RBC Dominion Securities February 2007 - May 2012
St. Boniface Hospital Research Centre October 2004 - June 2008
Skills
Investments, Asset Allocation, Strategic Financial..., Portfolio Management, Wealth Management, Wealth, Financial Advisory, Investment Advisory, Capital Markets, Estate Planning, Investment Management, Finance, Investment Strategies, Asset Management, Personal Finance, Retirement Planning, Alternative Investments, Relationship Management, Valuation, Fixed Income, Equities, Building Relationships, Banking, Financial Services, Wealth Management..., Financial Markets, Strategy, Trading, Derivatives, Credit, Mutual Funds, Securities, Bonds, ETFs, Financial Planners, Hedge Funds, Options, Retirement, Equity Research, Financial Planning, Wealth Transfer
Education
University of Manitoba 2004 — 2007
B.Sc., Microbiology
McGill University 2001 — 2004
Lakefield College School 1996 — 2001
Highschool
RBC Dominion Securities May 2012 - Present
RBC Dominion Securities February 2007 - May 2012
St. Boniface Hospital Research Centre October 2004 - June 2008
Skills
Investments, Asset Allocation, Strategic Financial..., Portfolio Management, Wealth Management, Wealth, Financial Advisory, Investment Advisory, Capital Markets, Estate Planning, Investment Management, Finance, Investment Strategies, Asset Management, Personal Finance, Retirement Planning, Alternative Investments, Relationship Management, Valuation, Fixed Income, Equities, Building Relationships, Banking, Financial Services, Wealth Management..., Financial Markets, Strategy, Trading, Derivatives, Credit, Mutual Funds, Securities, Bonds, ETFs, Financial Planners, Hedge Funds, Options, Retirement, Equity Research, Financial Planning, Wealth Transfer
Education
University of Manitoba 2004 — 2007
B.Sc., Microbiology
McGill University 2001 — 2004
Lakefield College School 1996 — 2001
Highschool
Stanley Hung's RBC Dominion Securities Experience May 2009 - August 2009
Job Associate at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets April 2014 - Present
Manulife Financial November 2010 - April 2014
RBC Dominion Securities May 2009 - August 2009
RBC Capital Markets September 2006 - August 2008
CIBC Mellon September 2005 - September 2006
Education
University of Toronto - Rotman School of Management 2008 — 2010
MBA
McGill University 2001 — 2005
B Comm.
RBC Capital Markets April 2014 - Present
Manulife Financial November 2010 - April 2014
RBC Dominion Securities May 2009 - August 2009
RBC Capital Markets September 2006 - August 2008
CIBC Mellon September 2005 - September 2006
Education
University of Toronto - Rotman School of Management 2008 — 2010
MBA
McGill University 2001 — 2005
B Comm.
Waleah Blais's RBC Dominion Securities Experience April 2011 - Present
Job Associate at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities April 2011 - Present
RBC Dominion Securities June 2009 - April 2011
RBC Dominion Securities June 2001 - May 2009
Skills
Mutual Funds, Wealth Management, Customer Service, Branch Administration, Problem Solving, Time Management, Skilled Multi-tasker, Office Administration, Administrative Processes, Front Office, Back Office, Employee Training, Event Management, Event Planning, Microsoft Office
Education
Kwantlen Polytechnic University 1988 — 1989
1st Year Bachelor of Arts
Matthew McNair Secondary School 1986 — 1988
High School Diploma
RBC Dominion Securities April 2011 - Present
RBC Dominion Securities June 2009 - April 2011
RBC Dominion Securities June 2001 - May 2009
Skills
Mutual Funds, Wealth Management, Customer Service, Branch Administration, Problem Solving, Time Management, Skilled Multi-tasker, Office Administration, Administrative Processes, Front Office, Back Office, Employee Training, Event Management, Event Planning, Microsoft Office
Education
Kwantlen Polytechnic University 1988 — 1989
1st Year Bachelor of Arts
Matthew McNair Secondary School 1986 — 1988
High School Diploma
Kevin Shackleton's RBC Dominion Securities Experience September 1993 - Present
Job Associate Portfolio Manager at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities September 1993 - Present
Ontario Nature 2008 - 2011
Skills
Wealth Management, Investment Advisory, Portfolio Management, Estate Planning, Investment Strategies, Investments, Mutual Funds, Equities, Retirement Planning
Education
Ivey Business School at Western University 1980 — 1982
MBA, Business
J. L. Forster C. I. 1966 — 1971
Grade 13, Arts and Science
J. L. Forster C. I.
RBC Dominion Securities September 1993 - Present
Ontario Nature 2008 - 2011
Skills
Wealth Management, Investment Advisory, Portfolio Management, Estate Planning, Investment Strategies, Investments, Mutual Funds, Equities, Retirement Planning
Education
Ivey Business School at Western University 1980 — 1982
MBA, Business
J. L. Forster C. I. 1966 — 1971
Grade 13, Arts and Science
J. L. Forster C. I.
Edward Olchowicz, CFA's RBC Dominion Securities Experience June 1998 - November 2000
Job Acquisitions / Asset Manager at PhilMor Real Estate Investments
Industry Investment Management
Experience
PhilMor Real Estate Investments December 2013 - Present
NaviNet Inc. August 2013 - December 2013
Alder Court Realty Services, LLC January 2006 - August 2013
Murray Capital Management December 2000 - June 2005
RBC Dominion Securities June 1998 - November 2000
Societe Generale Asset Management June 1996 - June 1998
Skills
Real Estate Development, Construction Management, Property Management, Investment Properties, Entrepreneurship, Financial Analysis, Financial Modeling, Chartered Financial..., Enterprise Valuation, Debt Restructuring, Distressed Debt, Loan Syndications, Legal Research, Microsoft Office, Timberline Accounting, Yardi Property..., Foreign Languages, Hedge Funds, Syndications, Due Diligence, Program Management, Analysis, Real Estate, Portfolio Management
Education
Massachusetts Institute of Technology 2010 — 2011
Master of Science in Real Estate Development (MSRED), Real Estate Development
Chartered Financial Analyst 1998 — 2000
CFA, Finance
New York University - Leonard N. Stern School of Business 1993 — 1996
Bachelor of Science (B.S.), Finance & International Business
PhilMor Real Estate Investments December 2013 - Present
NaviNet Inc. August 2013 - December 2013
Alder Court Realty Services, LLC January 2006 - August 2013
Murray Capital Management December 2000 - June 2005
RBC Dominion Securities June 1998 - November 2000
Societe Generale Asset Management June 1996 - June 1998
Skills
Real Estate Development, Construction Management, Property Management, Investment Properties, Entrepreneurship, Financial Analysis, Financial Modeling, Chartered Financial..., Enterprise Valuation, Debt Restructuring, Distressed Debt, Loan Syndications, Legal Research, Microsoft Office, Timberline Accounting, Yardi Property..., Foreign Languages, Hedge Funds, Syndications, Due Diligence, Program Management, Analysis, Real Estate, Portfolio Management
Education
Massachusetts Institute of Technology 2010 — 2011
Master of Science in Real Estate Development (MSRED), Real Estate Development
Chartered Financial Analyst 1998 — 2000
CFA, Finance
New York University - Leonard N. Stern School of Business 1993 — 1996
Bachelor of Science (B.S.), Finance & International Business
David A. Seggie's RBC Dominion Securities Experience 1994 - 1996
Job Program Manager, Risk Management
Industry Banking
Experience
Bank of Montreal December 2011 - Present
TD Securities August 2010 - December 2011
Bank of Montreal 2008 - August 2010
RBC Capital Markets 2007 - 2008
Bank of Montreal 2000 - 2007
Fusion Technology Group 1999 - 2000
UBS Investment Bank 1996 - 1999
RBC Dominion Securities 1994 - 1996
JP Morgan 1993 - 1994
Compaq 1991 - 1993
Skills
Risk Management, Program Management, Derivatives, Fixed Income, Business Analysis, Trading Systems, Project Portfolio..., PMO, Software Project..., Market Risk, Requirements Analysis, Requirements Gathering, Project Delivery, IT Strategy, Enterprise Architecture, Vendor Management, Capital Markets, Business Requirements, Governance
Education
King's College London, U. of London 1982 — 1985
PhD, Physics
University of Strathclyde 1978 — 1982
B.Sc., Applied Physics
Bank of Montreal December 2011 - Present
TD Securities August 2010 - December 2011
Bank of Montreal 2008 - August 2010
RBC Capital Markets 2007 - 2008
Bank of Montreal 2000 - 2007
Fusion Technology Group 1999 - 2000
UBS Investment Bank 1996 - 1999
RBC Dominion Securities 1994 - 1996
JP Morgan 1993 - 1994
Compaq 1991 - 1993
Skills
Risk Management, Program Management, Derivatives, Fixed Income, Business Analysis, Trading Systems, Project Portfolio..., PMO, Software Project..., Market Risk, Requirements Analysis, Requirements Gathering, Project Delivery, IT Strategy, Enterprise Architecture, Vendor Management, Capital Markets, Business Requirements, Governance
Education
King's College London, U. of London 1982 — 1985
PhD, Physics
University of Strathclyde 1978 — 1982
B.Sc., Applied Physics
John Puckett's RBC Dominion Securities Experience June 2001 - August 2001
Job CEO / CFO at Go West Logistics, LLC
Industry Oil & Energy
Experience
Go West Logistics, LLC March 2014 - Present
SandBox Logistics, LLC February 2012 - March 2014
Portside Partners, LLC January 2011 - December 2012
Enterprise Products August 2009 - June 2011
Enterprise Products 2005 - August 2009
El Paso June 2002 - June 2005
RBC Dominion Securities June 2001 - August 2001
Jefferies & Company January 1997 - April 2000
United States Senate June 1995 - August 1995
Skills
Strategic Planning, Pipelines, Energy, Due Diligence, Natural Gas, Financial Modeling, Financial Analysis, Risk Management, Valuation, Mergers, Mergers & Acquisitions, Finance, Analysis
Education
Rice University - Jesse H. Jones Graduate School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance
University of Mississippi 1992 — 1996
BBA, Banking & Finance
Go West Logistics, LLC March 2014 - Present
SandBox Logistics, LLC February 2012 - March 2014
Portside Partners, LLC January 2011 - December 2012
Enterprise Products August 2009 - June 2011
Enterprise Products 2005 - August 2009
El Paso June 2002 - June 2005
RBC Dominion Securities June 2001 - August 2001
Jefferies & Company January 1997 - April 2000
United States Senate June 1995 - August 1995
Skills
Strategic Planning, Pipelines, Energy, Due Diligence, Natural Gas, Financial Modeling, Financial Analysis, Risk Management, Valuation, Mergers, Mergers & Acquisitions, Finance, Analysis
Education
Rice University - Jesse H. Jones Graduate School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Finance
University of Mississippi 1992 — 1996
BBA, Banking & Finance
Dave Nugent, CIM's RBC Dominion Securities Experience September 2008 - March 2014
Job CIO/CCO WealthSimple
Industry Financial Services
Experience
Wealthsimple April 2014 - Present
RBC Dominion Securities September 2008 - March 2014
Skills
Wealth Management, Public Speaking, Customer Service, Investment Advisory, Investment Strategies, Financial Analysis, Financial Modeling, Equities, Alternative Investments, Customer Relations, Investments, Asset Management
Education
Western University 2004 — 2008
BA, Political Science
Western University 2004 — 2008
BA, Political Science
Huron University College 2004 — 2008
BA, Political Science
Wealthsimple April 2014 - Present
RBC Dominion Securities September 2008 - March 2014
Skills
Wealth Management, Public Speaking, Customer Service, Investment Advisory, Investment Strategies, Financial Analysis, Financial Modeling, Equities, Alternative Investments, Customer Relations, Investments, Asset Management
Education
Western University 2004 — 2008
BA, Political Science
Western University 2004 — 2008
BA, Political Science
Huron University College 2004 — 2008
BA, Political Science
David Reavie's RBC Dominion Securities Experience August 2010 - September 2011
Job Investment Associate at RBC Dominion Securities
Industry Investment Banking
Experience
RBC Dominion Securities August 2010 - September 2011
Syncrude Canada Ltd. January 2008 - August 2008
Education
University of Alberta 2007 — 2010
Bachelor of Commerce (B.Com.), Accounting and Finance
Grant Macewan College 2005 — 2007
Bachelor of Commerce (BCom), Accounting and Finance
RBC Dominion Securities August 2010 - September 2011
Syncrude Canada Ltd. January 2008 - August 2008
Education
University of Alberta 2007 — 2010
Bachelor of Commerce (B.Com.), Accounting and Finance
Grant Macewan College 2005 — 2007
Bachelor of Commerce (BCom), Accounting and Finance
Robert Kaptyn's RBC Dominion Securities Experience May 2011 - December 2012
Job Junior Economist at Gluskin Sheff + Associates Inc.
Industry Financial Services
Experience
Gluskin Sheff + Associates Inc. September 2015 - Present
BMO Capital Markets September 2014 - August 2015
Ewing Morris & Co. Investment Partners Ltd. January 2013 - April 2013
RBC Dominion Securities May 2011 - December 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, ThomsonOne, Analytics, Performance Management, Stock Research, Financial Analysis, Banking, Financial Modeling, Equity Research, Economics, Bloomberg, Valuation, Equities, Corporate Finance, Capital Markets, Mutual Funds
Education
Queen's University 2013 — 2014
Master of Finance
The University of Western Ontario - Richard Ivey School of Business 2009 — 2011
Bachelor's Degree
Gluskin Sheff + Associates Inc. September 2015 - Present
BMO Capital Markets September 2014 - August 2015
Ewing Morris & Co. Investment Partners Ltd. January 2013 - April 2013
RBC Dominion Securities May 2011 - December 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, ThomsonOne, Analytics, Performance Management, Stock Research, Financial Analysis, Banking, Financial Modeling, Equity Research, Economics, Bloomberg, Valuation, Equities, Corporate Finance, Capital Markets, Mutual Funds
Education
Queen's University 2013 — 2014
Master of Finance
The University of Western Ontario - Richard Ivey School of Business 2009 — 2011
Bachelor's Degree
Shawn Luo's RBC Dominion Securities Experience October 2010 - Present
Job Investment Advisor
Industry Financial Services
Experience
RBC Dominion Securities October 2010 - Present
Investors Group Financial Services Inc. September 2006 - October 2010
Education
Ivey Business School at Western University 2004 — 2006
MBA, Finance
RBC Dominion Securities October 2010 - Present
Investors Group Financial Services Inc. September 2006 - October 2010
Education
Ivey Business School at Western University 2004 — 2006
MBA, Finance
Caleb Park's RBC Dominion Securities Experience March 2013 - June 2013
Job Schulich iBBA Candidate 2016
Industry Management Consulting
Experience
Labatt Breweries of Canada June 2015 - Present
Schulich School of Business - York University May 2015 - Present
National Finance Students Association (NFSA) April 2015 - Present
Schulich School of Business - York University January 2015 - Present
BridgeCom Consulting Group 2015 - Present
Joowon Law August 2014 - September 2014
Ernst & Young May 2014 - July 2014
Schulich School of Business September 2013 - April 2014
RBC Dominion Securities March 2013 - June 2013
Skills
Teamwork, Leadership, Research, Public Speaking, Microsoft Office, Communication, Social Media, Public Relations, Presentations, Accounting, Data Analysis, Customer Service, Analysis, Highly responsible, Strategy, Strategic Consulting, Strategic Communications
Education
York University - Schulich School of Business 2012 — 2016
International Bachelor of Business Administration, Spec. Honours
Harvard Business School 2015 — 2015
Certificate, Business Leadership Program
Peking University
Bachelor of Business Administration (BBA)
Labatt Breweries of Canada June 2015 - Present
Schulich School of Business - York University May 2015 - Present
National Finance Students Association (NFSA) April 2015 - Present
Schulich School of Business - York University January 2015 - Present
BridgeCom Consulting Group 2015 - Present
Joowon Law August 2014 - September 2014
Ernst & Young May 2014 - July 2014
Schulich School of Business September 2013 - April 2014
RBC Dominion Securities March 2013 - June 2013
Skills
Teamwork, Leadership, Research, Public Speaking, Microsoft Office, Communication, Social Media, Public Relations, Presentations, Accounting, Data Analysis, Customer Service, Analysis, Highly responsible, Strategy, Strategic Consulting, Strategic Communications
Education
York University - Schulich School of Business 2012 — 2016
International Bachelor of Business Administration, Spec. Honours
Harvard Business School 2015 — 2015
Certificate, Business Leadership Program
Peking University
Bachelor of Business Administration (BBA)
Jennifer Livingstone's RBC Dominion Securities Experience November 2014 - Present
Job Manager, Sales Support Training at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities November 2014 - Present
RBC Dominion Securities 2011 - October 2014
RBC Dominion Securities September 1995 - 2011
TD Waterhouse July 1998 - March 1999
Skills
Investments, Strategic Financial..., Asset Managment, Investment Advisory, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Equities, Insurance, Financial Planners, Risk Management, Securities, Asset Allocation, Investment Strategies, Asset Management
Education
Humber College 1994 — 1995
Post Graduate Diploma-Marketing Management, Marketing, Finanical
University of Guelph 1990 — 1994
B.Comm, Management Economics
RBC Dominion Securities November 2014 - Present
RBC Dominion Securities 2011 - October 2014
RBC Dominion Securities September 1995 - 2011
TD Waterhouse July 1998 - March 1999
Skills
Investments, Strategic Financial..., Asset Managment, Investment Advisory, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Equities, Insurance, Financial Planners, Risk Management, Securities, Asset Allocation, Investment Strategies, Asset Management
Education
Humber College 1994 — 1995
Post Graduate Diploma-Marketing Management, Marketing, Finanical
University of Guelph 1990 — 1994
B.Comm, Management Economics
Simon Burns's RBC Dominion Securities Experience June 2010 - August 2010
Job CoFounder at Wealthcoin
Industry Internet
Experience
Wealthcoin August 2015 - Present
Openfolio November 2014 - March 2015
Sliced Investing, Inc. September 2014 - December 2014
Robinhood December 2013 - August 2014
RBC Dominion Securities June 2010 - August 2010
Skills
Start-ups, Software Engineering, JavaScript, Backbone.js, CSS, Financial Analysis, Entrepreneurship, Software Development, Data Science, Business Strategy, Financial Modeling, HTML, C++, SQL, Quantitative Models, Investments, Venture Capital, Business Development, Social Media, Valuation, E-commerce, Blogging, Corporate Development, Microsoft Excel, Research, Private Equity, Finance, Bloomberg, PHP, Growth Management, Alternative Investments, Mergers & Acquisitions, Public Relations
Education
University of Manitoba 2012 — 2013
Bachelor of Commerce (B.Com.), Finance, General
Oak Park High School 2008 — 2012
Hack Reactor
Software Engineering, Computer Software Engineering
Wealthcoin August 2015 - Present
Openfolio November 2014 - March 2015
Sliced Investing, Inc. September 2014 - December 2014
Robinhood December 2013 - August 2014
RBC Dominion Securities June 2010 - August 2010
Skills
Start-ups, Software Engineering, JavaScript, Backbone.js, CSS, Financial Analysis, Entrepreneurship, Software Development, Data Science, Business Strategy, Financial Modeling, HTML, C++, SQL, Quantitative Models, Investments, Venture Capital, Business Development, Social Media, Valuation, E-commerce, Blogging, Corporate Development, Microsoft Excel, Research, Private Equity, Finance, Bloomberg, PHP, Growth Management, Alternative Investments, Mergers & Acquisitions, Public Relations
Education
University of Manitoba 2012 — 2013
Bachelor of Commerce (B.Com.), Finance, General
Oak Park High School 2008 — 2012
Hack Reactor
Software Engineering, Computer Software Engineering
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
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
Marc Arnautovitch's RBC Dominion Securities Experience July 1995 - Present
Job Associate Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities July 1995 - Present
RBC Dominion Securities July 1995 - Present
Skills
Investment Advisory, Investment Strategies, Mutual Funds, Wealth Management, Asset Allocation
Education
HEC Montréal 1992 — 1995
Master of Business Administration (M.B.A.)
Université Laval 1989 — 1991
Certificat en droit
Université Laval 1985 — 1988
Bachelor's Degree
RBC Dominion Securities July 1995 - Present
RBC Dominion Securities July 1995 - Present
Skills
Investment Advisory, Investment Strategies, Mutual Funds, Wealth Management, Asset Allocation
Education
HEC Montréal 1992 — 1995
Master of Business Administration (M.B.A.)
Université Laval 1989 — 1991
Certificat en droit
Université Laval 1985 — 1988
Bachelor's Degree
Maria Di Biase's RBC Dominion Securities Experience July 2007 - Present
Job Assistant Branch Manager at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management November 2014 - Present
RBC Dominion Securities July 2007 - Present
RBC Wealth Management 2000 - 2007
RBC Dominion Securities 1999 - 2000
Richardson Greenshields 1994 - 1999
Skills
Wealth Management, Mutual Funds, Investments, Asset Management, Equities, Asset Allocation, Investment Strategies, Securities, Fixed Income, Options
Education
HEC Montréal
RBC Wealth Management November 2014 - Present
RBC Dominion Securities July 2007 - Present
RBC Wealth Management 2000 - 2007
RBC Dominion Securities 1999 - 2000
Richardson Greenshields 1994 - 1999
Skills
Wealth Management, Mutual Funds, Investments, Asset Management, Equities, Asset Allocation, Investment Strategies, Securities, Fixed Income, Options
Education
HEC Montréal
Daniela Hodoba's RBC Dominion Securities Experience April 2013 - Present
Job Associate at RBC Dominion Securities
Industry Banking
Experience
RBC Dominion Securities April 2013 - Present
RBC August 2008 - April 2013
Kingsdale Shareholder Services 2007 - 2008
Investors Group 2006 - 2007
Ontario Healthy Communities Coalition 2005 - 2006
Ontario Healthy Communities Coalition January 2005 - December 2005
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Teamwork, Travel Arrangements, Administrative..., Microsoft Word, Confidentiality, Office Management, Outlook, Office Administration, Time Management, Make Things Happen, Organization, Registration, Coordination, QuickBooks, Banking, Data Analysis, Expenses, Marketing, SAP, Bloomberg, Multi-tasked, Multi-language, Management, Negotiation, Administrative...
Education
George Brown College 2004 — 2006
Diploma, Business Administration - Marketing (with coop)
CSI
Canadian Securities Course
International School of Bucharest
RBC Dominion Securities April 2013 - Present
RBC August 2008 - April 2013
Kingsdale Shareholder Services 2007 - 2008
Investors Group 2006 - 2007
Ontario Healthy Communities Coalition 2005 - 2006
Ontario Healthy Communities Coalition January 2005 - December 2005
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Teamwork, Travel Arrangements, Administrative..., Microsoft Word, Confidentiality, Office Management, Outlook, Office Administration, Time Management, Make Things Happen, Organization, Registration, Coordination, QuickBooks, Banking, Data Analysis, Expenses, Marketing, SAP, Bloomberg, Multi-tasked, Multi-language, Management, Negotiation, Administrative...
Education
George Brown College 2004 — 2006
Diploma, Business Administration - Marketing (with coop)
CSI
Canadian Securities Course
International School of Bucharest
Nathan Yeung's RBC Dominion Securities Experience May 2007 - August 2007
Job Quantitative Research Associate at Causeway Capital Management LLC
Industry Financial Services
Experience
Causeway Capital Management LLC April 2014 - Present
Loomis, Sayles & Company April 2013 - April 2014
Bank of America June 2012 - April 2013
University of Waterloo May 2010 - August 2010
University of Waterloo May 2009 - August 2009
RBC Dominion Securities May 2007 - August 2007
Skills
Fixed Income, Portfolio Optimization, Equities, Market Risk
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2012
Master, Finance
University of Waterloo 2006 — 2011
Bachelor of Mathematics
Causeway Capital Management LLC April 2014 - Present
Loomis, Sayles & Company April 2013 - April 2014
Bank of America June 2012 - April 2013
University of Waterloo May 2010 - August 2010
University of Waterloo May 2009 - August 2009
RBC Dominion Securities May 2007 - August 2007
Skills
Fixed Income, Portfolio Optimization, Equities, Market Risk
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2012
Master, Finance
University of Waterloo 2006 — 2011
Bachelor of Mathematics
Taylor Milliken's RBC Dominion Securities Experience December 2008 - September 2010
Job Immigration Specialist at Ericsson
Industry Human Resources
Experience
Ericsson October 2012 - Present
Ericsson December 2011 - October 2012
Scotiabank May 2011 - December 2011
Chapters indigo September 2010 - May 2011
RBC Dominion Securities December 2008 - September 2010
RBC Royal Bank May 2006 - December 2008
Skills
Recruiting, Onboarding, Networking, Analysis, Applicant Tracking..., HRIS, Human Resources, Interviews, Management, Performance Management, Personnel Management, SDLC, Strategy, Talent Acquisition, Training
Education
Humber College 2012 — 2014
Immigration Consultant Certificate, Immigration
Sheridan College 2010 — 2011
Post Graduate Certificate, Human Resources
University of Guelph-Humber 2004 — 2008
Bachelor and Diploma, Business Administration
Ericsson October 2012 - Present
Ericsson December 2011 - October 2012
Scotiabank May 2011 - December 2011
Chapters indigo September 2010 - May 2011
RBC Dominion Securities December 2008 - September 2010
RBC Royal Bank May 2006 - December 2008
Skills
Recruiting, Onboarding, Networking, Analysis, Applicant Tracking..., HRIS, Human Resources, Interviews, Management, Performance Management, Personnel Management, SDLC, Strategy, Talent Acquisition, Training
Education
Humber College 2012 — 2014
Immigration Consultant Certificate, Immigration
Sheridan College 2010 — 2011
Post Graduate Certificate, Human Resources
University of Guelph-Humber 2004 — 2008
Bachelor and Diploma, Business Administration
Jean-Francois Desroches, M.Sc., CIM's RBC Dominion Securities Experience July 1999 - August 2000
Job Conseiller corporatif Investissements
Industry Investment Management
Experience
Société de transport de Montréal - Régimes de retraite / Pension Funds May 2014 - Present
Autorité des marchés financiers 2012 - 2013
SG Private Banking January 2006 - October 2010
SG Hambros & Trust (Guernsey) Ltd May 2002 - January 2006
Danone May 2001 - November 2001
RBC Dominion Securities July 1999 - August 2000
Skills
Fixed Income, Investments, Portfolio Management, Equities, Fund Of Funds, Derivatives, Asset Allocation, Risk Management, Wealth Management, Absolute Return, Options, Trading, Bloomberg
Education
Université Paris I Panthéon Sorbonne 2000 — 2001
Maîtrise, Gestion Européenne et Internationale
HEC Montreal 1996 — 1999
BAC Administration, Spécialisation Finances
Canadian Securities Institute (CSI)
Chartered Investment Manager (CIM) designation
Société de transport de Montréal - Régimes de retraite / Pension Funds May 2014 - Present
Autorité des marchés financiers 2012 - 2013
SG Private Banking January 2006 - October 2010
SG Hambros & Trust (Guernsey) Ltd May 2002 - January 2006
Danone May 2001 - November 2001
RBC Dominion Securities July 1999 - August 2000
Skills
Fixed Income, Investments, Portfolio Management, Equities, Fund Of Funds, Derivatives, Asset Allocation, Risk Management, Wealth Management, Absolute Return, Options, Trading, Bloomberg
Education
Université Paris I Panthéon Sorbonne 2000 — 2001
Maîtrise, Gestion Européenne et Internationale
HEC Montreal 1996 — 1999
BAC Administration, Spécialisation Finances
Canadian Securities Institute (CSI)
Chartered Investment Manager (CIM) designation
Pamela Peng's RBC Dominion Securities Experience November 2009 - August 2010
Job Student at University of Toronto Woodsworth College
Industry Accounting
Experience
RBC Dominion Securities November 2009 - August 2010
Royal Bank of Canada October 2007 - October 2009
RBC Capital Markets December 2008 - March 2009
Education
Seneca College of Applied Arts and Technology 2010 — 2013
ACF, Accounting and Finance
Lawrence Technological University 2010 — 2012
MBA
University of Toronto - Woodsworth College 2004 — 2007
BSc, Actuarial Science, Statistics, Economics
RBC Dominion Securities November 2009 - August 2010
Royal Bank of Canada October 2007 - October 2009
RBC Capital Markets December 2008 - March 2009
Education
Seneca College of Applied Arts and Technology 2010 — 2013
ACF, Accounting and Finance
Lawrence Technological University 2010 — 2012
MBA
University of Toronto - Woodsworth College 2004 — 2007
BSc, Actuarial Science, Statistics, Economics
Daniel Côté,BAA, MSc, CFA, Plan. Finan.'s RBC Dominion Securities Experience March 2009 - May 2011
Job Professionnel de la finance/Planificateur Financier
Industry Financial Services
Experience
Desjardins February 2014 - September 2014
Banque Nationale du Canada August 2011 - January 2013
RBC Dominion Securities March 2009 - May 2011
STM October 2000 - March 2009
Caisse de dépôt et placement du Québec December 1991 - September 2000
Bimcor October 1987 - December 1991
Richardson, Greenshield February 1986 - October 1987
Skills
DES, Portfolio Management, Bloomberg, Investments, Equities, Fixed Income, Equity Research, Investment Strategies, Capital Markets, Financial Analysis, Asset Management, Valuation, Finance, Financial Markets, Financial Modeling
Education
Institut Québécois de la planification financière 2013 — 2014
Planificateur financier, Planification et services financiers
University of Virginia 1989 — 1994
CFA, Finance
Université de Sherbrooke 1978 — 1983
M.Sc., Administration/Finance
HEC Montreal 1975 — 1978
BAA, Administration/Finance
Jean Eudes 1968 — 1973
Desjardins February 2014 - September 2014
Banque Nationale du Canada August 2011 - January 2013
RBC Dominion Securities March 2009 - May 2011
STM October 2000 - March 2009
Caisse de dépôt et placement du Québec December 1991 - September 2000
Bimcor October 1987 - December 1991
Richardson, Greenshield February 1986 - October 1987
Skills
DES, Portfolio Management, Bloomberg, Investments, Equities, Fixed Income, Equity Research, Investment Strategies, Capital Markets, Financial Analysis, Asset Management, Valuation, Finance, Financial Markets, Financial Modeling
Education
Institut Québécois de la planification financière 2013 — 2014
Planificateur financier, Planification et services financiers
University of Virginia 1989 — 1994
CFA, Finance
Université de Sherbrooke 1978 — 1983
M.Sc., Administration/Finance
HEC Montreal 1975 — 1978
BAA, Administration/Finance
Jean Eudes 1968 — 1973
Keith Sirrell's RBC Dominion Securities Experience February 1997 - March 2000
Job Principal at Stratus Clean Tech Inc.
Industry Financial Services
Experience
Stratus Clean Tech Inc. October 2014 - Present
_ August 2013 - Present
Morgan Stanley September 2002 - May 2013
Goldman Sachs April 2000 - December 2001
RBC Dominion Securities February 1997 - March 2000
Goldman Sachs February 1992 - January 1997
Skills
Investment Banking, Mergers & Acquisitions, Strategy, Credit Risk, Credit, Derivatives, Fixed Income, Capital Markets, Equities, Financial Modeling, Valuation, Private Equity, Emerging Markets, Corporate Finance, Equity Derivatives
Education
Harvard College 1987 — 1991
AB, Economics
Stratus Clean Tech Inc. October 2014 - Present
_ August 2013 - Present
Morgan Stanley September 2002 - May 2013
Goldman Sachs April 2000 - December 2001
RBC Dominion Securities February 1997 - March 2000
Goldman Sachs February 1992 - January 1997
Skills
Investment Banking, Mergers & Acquisitions, Strategy, Credit Risk, Credit, Derivatives, Fixed Income, Capital Markets, Equities, Financial Modeling, Valuation, Private Equity, Emerging Markets, Corporate Finance, Equity Derivatives
Education
Harvard College 1987 — 1991
AB, Economics
Sam Rook's RBC Dominion Securities Experience 2003 - Present
Job Associate Advisor, Insurance Representative at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities 2003 - Present
Skills
Retirement Planning, Insurance Planning, Wealth Management, Estate Planning, Wealth Preservation, Foreign Investment, Investment Strategies, Asset Allocation, Disability Insurance, Financial Planners, Financial Services, Investment Advisory, Investment Management, Investments, Mutual Funds, Retirement, Wealth Management...
Education
Laurentian University/Université Laurentienne 1995 — 1999
B.P.H.E
RBC Dominion Securities 2003 - Present
Skills
Retirement Planning, Insurance Planning, Wealth Management, Estate Planning, Wealth Preservation, Foreign Investment, Investment Strategies, Asset Allocation, Disability Insurance, Financial Planners, Financial Services, Investment Advisory, Investment Management, Investments, Mutual Funds, Retirement, Wealth Management...
Education
Laurentian University/Université Laurentienne 1995 — 1999
B.P.H.E
Raposo, Sandra's RBC Dominion Securities Experience January 2004 - Present
Job Underwriter at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities January 2004 - Present
Skills
Insurance, Process Improvement, Operations Management, Risk Management, Leadership, Life Insurance, New Business Development, Financial Services, Financial Risk, Project Management
Education
George Brown College 1996 — 1997
Registered Practical Nurse
RBC Dominion Securities January 2004 - Present
Skills
Insurance, Process Improvement, Operations Management, Risk Management, Leadership, Life Insurance, New Business Development, Financial Services, Financial Risk, Project Management
Education
George Brown College 1996 — 1997
Registered Practical Nurse
Christopher Paolini's RBC Dominion Securities Experience March 2014 - Present
Job Business Analyst RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities March 2014 - Present
Colliers International Canada May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Public Speaking, Teamwork, Windows, English
Education
Rotterdam School of Management, Erasmus University 2013 — 2013
Ivey Business School at Western University 2009 — 2013
Ivey Business School at Western University 2011 — 2012
Hba, Finance, General
RBC Dominion Securities March 2014 - Present
Colliers International Canada May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Public Speaking, Teamwork, Windows, English
Education
Rotterdam School of Management, Erasmus University 2013 — 2013
Ivey Business School at Western University 2009 — 2013
Ivey Business School at Western University 2011 — 2012
Hba, Finance, General
Patrice Filiatrault, CFA's RBC Dominion Securities Experience 1995 - 1997
Job Vice President & Portfolio Manager at Fiera Capital Corporation
Industry Investment Management
Experience
Fiera Capital Corporation March 2014 - Present
RBC Global Asset Management 2005 - 2013
RBC Global Asset Management 2003 - 2005
RBC Capital Markets 1997 - 2003
RBC Dominion Securities 1995 - 1997
Scotia Capital April 1994 - August 1995
Skills
Asset Allocation, Investment Strategies, Wealth Management, Portfolio Management, Asset Managment, Investments, Equities, Investment Management, Mutual Funds, Equity Research, Investment Advisory, Bloomberg
Education
CFA Institute 1993 — 1995
Chartered Financial Analyst
HEC Montréal 1990 — 1992
Bachelor of Commerce (B.Com.), Finance
Fiera Capital Corporation March 2014 - Present
RBC Global Asset Management 2005 - 2013
RBC Global Asset Management 2003 - 2005
RBC Capital Markets 1997 - 2003
RBC Dominion Securities 1995 - 1997
Scotia Capital April 1994 - August 1995
Skills
Asset Allocation, Investment Strategies, Wealth Management, Portfolio Management, Asset Managment, Investments, Equities, Investment Management, Mutual Funds, Equity Research, Investment Advisory, Bloomberg
Education
CFA Institute 1993 — 1995
Chartered Financial Analyst
HEC Montréal 1990 — 1992
Bachelor of Commerce (B.Com.), Finance
Lori Kilburn's RBC Dominion Securities Experience October 1993 - October 1999
Job Vice President & Portfolio Manager at Kilburn Coxford Wealth Management Group, BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns October 1999 - Present
RBC Dominion Securities October 1993 - October 1999
Investor's Business Daily September 1990 - October 1992
Skills
Portfolio Management, Tax Minimization..., Estate Planning, Retirement Planning, Capital Markets Access, Charitable & Planning..., Critical Illness..., Disability Insurance, Individual Pension..., Insurance Strategies..., Long-Term Care Insurance, Private Banking, Retirement Compensation...
Education
Loyola Marymount University 1989 — 1991
MBA, Finance
UCLA 1986 — 1988
Bachelor of Arts, Political Science
Thousand Oaks High School
Thousand Oaks High School
BMO Nesbitt Burns October 1999 - Present
RBC Dominion Securities October 1993 - October 1999
Investor's Business Daily September 1990 - October 1992
Skills
Portfolio Management, Tax Minimization..., Estate Planning, Retirement Planning, Capital Markets Access, Charitable & Planning..., Critical Illness..., Disability Insurance, Individual Pension..., Insurance Strategies..., Long-Term Care Insurance, Private Banking, Retirement Compensation...
Education
Loyola Marymount University 1989 — 1991
MBA, Finance
UCLA 1986 — 1988
Bachelor of Arts, Political Science
Thousand Oaks High School
Thousand Oaks High School
Cheryl Hodgkiss, CAMS's RBC Dominion Securities Experience September 2005 - June 2009
Job Program Director at TD
Industry Banking
Experience
TD February 2014 - Present
TD Bank Group December 2011 - January 2014
TD April 2011 - December 2011
TD June 2009 - April 2011
RBC Dominion Securities September 2005 - June 2009
IIROC (Investment Industry Regulatory Organization of Canada) April 2004 - September 2005
TD Waterhouse December 1999 - April 2004
Skills
Economic Sanctions, Trading, Investments, Anti-corruption, Anti Money Laundering, Compliance, Securities, AML, KYC, Mutual Funds, Wealth Management, Banking, Retail Banking, Financial Risk, Financial Services
Education
ACAMS 2012 — 2012
Certified Anti Money Laundering Specialist
Canadian Securities Institute 1999 — 2010
Investments and Securities
George Brown College 1998 — 2000
Financial Planning
TD February 2014 - Present
TD Bank Group December 2011 - January 2014
TD April 2011 - December 2011
TD June 2009 - April 2011
RBC Dominion Securities September 2005 - June 2009
IIROC (Investment Industry Regulatory Organization of Canada) April 2004 - September 2005
TD Waterhouse December 1999 - April 2004
Skills
Economic Sanctions, Trading, Investments, Anti-corruption, Anti Money Laundering, Compliance, Securities, AML, KYC, Mutual Funds, Wealth Management, Banking, Retail Banking, Financial Risk, Financial Services
Education
ACAMS 2012 — 2012
Certified Anti Money Laundering Specialist
Canadian Securities Institute 1999 — 2010
Investments and Securities
George Brown College 1998 — 2000
Financial Planning
Yasmeen Seddiq's RBC Dominion Securities Experience 2012 - 2014
Job Investment Advisor at HollisWealth, Global Wealth Management, Scotiabank
Industry Financial Services
Experience
HollisWealth, Global Wealth Management, Scotiabank February 2015 - Present
RBC Dominion Securities 2012 - 2014
United Securities LLC 2006 - 2011
Rasmala Investment Bank Ltd 2005 - 2006
Skills
expertise in building..., managing HNW..., Deep knowledge of..., Mutual Funds, Increasing Brand..., Private equity deals, Brokerage, Private Equity, Banking, Equities, Wealth Management..., Wealth Management, Portfolio Management, Trading, Financial Advisory, CRM, Credit Risk, Investments, Financial Modeling, Corporate Finance, Credit Analysis, High Net Worth..., Valuation, Financial Markets
Education
Georgia Southern University
Bachelor of Business Administration (BBA), Finance, General
HollisWealth, Global Wealth Management, Scotiabank February 2015 - Present
RBC Dominion Securities 2012 - 2014
United Securities LLC 2006 - 2011
Rasmala Investment Bank Ltd 2005 - 2006
Skills
expertise in building..., managing HNW..., Deep knowledge of..., Mutual Funds, Increasing Brand..., Private equity deals, Brokerage, Private Equity, Banking, Equities, Wealth Management..., Wealth Management, Portfolio Management, Trading, Financial Advisory, CRM, Credit Risk, Investments, Financial Modeling, Corporate Finance, Credit Analysis, High Net Worth..., Valuation, Financial Markets
Education
Georgia Southern University
Bachelor of Business Administration (BBA), Finance, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY