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
Jonathan Escobar Jonathan Escobar's RBC Dominion Securities Experience
Job Operations Analyst at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities
Skills
Bloomberg, Investments, Banking, Mutual Funds, Risk Management, Portfolio Management, Wealth Management, Fixed Income, Credit
Education
Feliz Varela Senior High 2004 — 2007
Associate of Arts (AA), Banking and Financial Support Services
Miami Dade College
RBC Dominion Securities
Skills
Bloomberg, Investments, Banking, Mutual Funds, Risk Management, Portfolio Management, Wealth Management, Fixed Income, Credit
Education
Feliz Varela Senior High 2004 — 2007
Associate of Arts (AA), Banking and Financial Support Services
Miami Dade College
Daniel Wares Daniel Wares's RBC Dominion Securities Experience June 2000 - Present
Job Vice President & Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities June 2000 - Present
Skills
Investment Strategies, Wealth, Investment Management, Strategic Financial..., Risk Management, Asset Allocation, Charitable Gift Planning, Personal Tax Planning, Asset Protection, Cash Management, Estate Planning, Retirement
Education
Queen's University 1996 — 2000
Bachelor of Commerce (BCom)
RBC Dominion Securities June 2000 - Present
Skills
Investment Strategies, Wealth, Investment Management, Strategic Financial..., Risk Management, Asset Allocation, Charitable Gift Planning, Personal Tax Planning, Asset Protection, Cash Management, Estate Planning, Retirement
Education
Queen's University 1996 — 2000
Bachelor of Commerce (BCom)
Nishat Kanji Nishat Kanji's RBC Dominion Securities Experience February 2013 - Present
Job Associate Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities February 2013 - Present
Tervita January 2012 - September 2012
TD Waterhouse Private Investment Counsel July 2008 - January 2012
TD Waterhouse June 2005 - July 2008
TD Waterhouse July 1998 - June 2005
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Time Management, Project Management, Customer Service, Project Coordination, Analysis, Event Planning, Coordinating Events, Travel Planning, Stock Trading, Financial Markets, Investments, Finance, Accounting, Process Improvement, Software Documentation, Training, Human Resources, Management, Strategic Financial..., CRM, Mutual Funds, Teamwork, Marketing, Banking, Wealth Management, Financial Planning
Education
Canadian Securities Institute 1998 — 2015
Northern Alberta Institute of Technology 1993 — 1997
Business Administration, Accounting, Finance
Ross Sheppard High School 1990 — 1993
RBC Dominion Securities February 2013 - Present
Tervita January 2012 - September 2012
TD Waterhouse Private Investment Counsel July 2008 - January 2012
TD Waterhouse June 2005 - July 2008
TD Waterhouse July 1998 - June 2005
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Analysis, Time Management, Project Management, Customer Service, Project Coordination, Analysis, Event Planning, Coordinating Events, Travel Planning, Stock Trading, Financial Markets, Investments, Finance, Accounting, Process Improvement, Software Documentation, Training, Human Resources, Management, Strategic Financial..., CRM, Mutual Funds, Teamwork, Marketing, Banking, Wealth Management, Financial Planning
Education
Canadian Securities Institute 1998 — 2015
Northern Alberta Institute of Technology 1993 — 1997
Business Administration, Accounting, Finance
Ross Sheppard High School 1990 — 1993
David How, CFA David How, CFA's RBC Dominion Securities Experience May 2004 - February 2005
Job Manager, Planning & Forecasting at Rio Tinto Alcan
Industry Mining & Metals
Experience
Rio Tinto Alcan September 2015 - Present
Rio Tinto Alcan June 2012 - September 2015
Rio Tinto Alcan September 2008 - June 2012
Rio Tinto Alcan May 2005 - August 2008
RBC Dominion Securities May 2004 - February 2005
Skills
Project Planning, Forecasting, SAP, Sarbanes-Oxley Act, Finance, Financial Analysis, Financial Modeling, Corporate Finance, Internal Controls, Hyperion Enterprise, Accounting, Financial Accounting, Internal Audit, Mining, Auditing, Process Improvement
Education
McGill University 2002 — 2005
BComm, Finance
CFA Institute
CFA, Finance
Rio Tinto Alcan September 2015 - Present
Rio Tinto Alcan June 2012 - September 2015
Rio Tinto Alcan September 2008 - June 2012
Rio Tinto Alcan May 2005 - August 2008
RBC Dominion Securities May 2004 - February 2005
Skills
Project Planning, Forecasting, SAP, Sarbanes-Oxley Act, Finance, Financial Analysis, Financial Modeling, Corporate Finance, Internal Controls, Hyperion Enterprise, Accounting, Financial Accounting, Internal Audit, Mining, Auditing, Process Improvement
Education
McGill University 2002 — 2005
BComm, Finance
CFA Institute
CFA, Finance
Rebecca Colley Rebecca Colley's RBC Dominion Securities Experience April 2002 - July 2003
Job
Industry Management Consulting
Experience
Stage-Gate International January 2008 - Present
Stage-Gate Inc. June 2006 - January 2008
Stage-Gate Inc. July 2003 - June 2006
RBC Dominion Securities April 2002 - July 2003
McMaster University 2002 - 2003
Central Health Institute 2000 - September 2001
Skills
Management, Product Management, Team Management, Business Analysis, Marketing Strategy, Negotiation, Marketing, Product Innovation, Business Strategy, Product Launch, Business Development, Portfolio Management, Sales Operations, Cross-functional Team..., Product Development, Product Marketing, Strategy, Market Research, Management Consulting, Analytics, Market Analysis, Business Process..., Strategic Planning, Program Management, Business Planning, Change Management
Education
McMaster University 2001 — 2003
MBA, Strategic Marketing
Queen's University 1999 — 2000
MA, History
Queen's University 1995 — 1999
BA, History and Classical Studies
Geneva Centre
Principles of ABA for Teaching and Intervention
Stage-Gate International January 2008 - Present
Stage-Gate Inc. June 2006 - January 2008
Stage-Gate Inc. July 2003 - June 2006
RBC Dominion Securities April 2002 - July 2003
McMaster University 2002 - 2003
Central Health Institute 2000 - September 2001
Skills
Management, Product Management, Team Management, Business Analysis, Marketing Strategy, Negotiation, Marketing, Product Innovation, Business Strategy, Product Launch, Business Development, Portfolio Management, Sales Operations, Cross-functional Team..., Product Development, Product Marketing, Strategy, Market Research, Management Consulting, Analytics, Market Analysis, Business Process..., Strategic Planning, Program Management, Business Planning, Change Management
Education
McMaster University 2001 — 2003
MBA, Strategic Marketing
Queen's University 1999 — 2000
MA, History
Queen's University 1995 — 1999
BA, History and Classical Studies
Geneva Centre
Principles of ABA for Teaching and Intervention
Dylan DiLecce ☁'s RBC Dominion Securities Experience May 2011 - August 2011
Job Corporate Sales Representative at Salesforce.com
Industry Information Technology and Services
Experience
Salesforce June 2014 - Present
Sovereign July 2013 - Present
Queen's University BCom. Alumni Advisory Board November 2014 - Present
BuzzBuzzHome Corp May 2013 - May 2014
Queen's Global Markets April 2012 - April 2013
The Canadian Competitiveness University Forum (CCUF) September 2010 - April 2013
PwC May 2012 - August 2012
Queen's Global Markets Shadow Committee April 2011 - April 2012
Queen's Commerce Trading Competition April 2011 - April 2012
RBC Dominion Securities May 2011 - August 2011
Skills
Strategy, Leadership, Business Strategy, Marketing, Team Leadership, Microsoft Excel, Entrepreneurship, Financial Analysis, Analysis, Real Estate, Finance, Management, Research, Economics, Sales, Salesforce.com, Competitive Analysis, Teamwork
Education
Queen's University 2009 — 2013
Honours Bachelor of Commerce (B.Com.)
Università Commerciale 'Luigi Bocconi' 2011 — 2011
Exchange Programme, International Business, Honours
Canadian Securities Institute® (CSI) 2010 — 2010
Sauder School of Business
Professional Development Courses, Real Estate
Salesforce June 2014 - Present
Sovereign July 2013 - Present
Queen's University BCom. Alumni Advisory Board November 2014 - Present
BuzzBuzzHome Corp May 2013 - May 2014
Queen's Global Markets April 2012 - April 2013
The Canadian Competitiveness University Forum (CCUF) September 2010 - April 2013
PwC May 2012 - August 2012
Queen's Global Markets Shadow Committee April 2011 - April 2012
Queen's Commerce Trading Competition April 2011 - April 2012
RBC Dominion Securities May 2011 - August 2011
Skills
Strategy, Leadership, Business Strategy, Marketing, Team Leadership, Microsoft Excel, Entrepreneurship, Financial Analysis, Analysis, Real Estate, Finance, Management, Research, Economics, Sales, Salesforce.com, Competitive Analysis, Teamwork
Education
Queen's University 2009 — 2013
Honours Bachelor of Commerce (B.Com.)
Università Commerciale 'Luigi Bocconi' 2011 — 2011
Exchange Programme, International Business, Honours
Canadian Securities Institute® (CSI) 2010 — 2010
Sauder School of Business
Professional Development Courses, Real Estate
Joshua Lightman's RBC Dominion Securities Experience May 2010 - August 2010
Job .
Industry Banking
Experience
Citi June 2012 - Present
Seneca College of Applied Arts and Technology June 2011 - August 2011
RBC Dominion Securities May 2010 - August 2010
D.O.T Furniture May 2006 - August 2010
Camp Arowhon June 2009 - August 2009
Skills
Bloomberg, Leadership, Accounting, Marketing, Financial Analysis, Financial Modeling, Finance, Valuation, Corporate Finance, PowerPoint, Microsoft Office, Investments, Teamwork, Capital Markets
Education
McGill University 2008 — 2012
Bcom, Major in Finance, Minor is Accounting
Vaughan S.S. 2004 — 2008
Citi June 2012 - Present
Seneca College of Applied Arts and Technology June 2011 - August 2011
RBC Dominion Securities May 2010 - August 2010
D.O.T Furniture May 2006 - August 2010
Camp Arowhon June 2009 - August 2009
Skills
Bloomberg, Leadership, Accounting, Marketing, Financial Analysis, Financial Modeling, Finance, Valuation, Corporate Finance, PowerPoint, Microsoft Office, Investments, Teamwork, Capital Markets
Education
McGill University 2008 — 2012
Bcom, Major in Finance, Minor is Accounting
Vaughan S.S. 2004 — 2008
Jessica Jacques-Kym Jessica Jacques-Kym's RBC Dominion Securities Experience April 2005 - June 2008
Job Director, Sport Development at ViaSport
Industry Sports
Experience
ViaSport October 2014 - Present
Special Olympics Canada 2014 Summer Games November 2013 - October 2014
Rick Hansen Foundation July 2010 - June 2012
VANOC June 2008 - March 2010
RBC Dominion Securities April 2005 - June 2008
Skills
Budgets, Strategic Planning, Event Management, Management, Business Planning, Event Planning, Sports Marketing, Volunteer Management, Business Strategy, Sponsorship, Financial Analysis, Social Media Marketing, Public Relations, Business Analysis, Project Management, Sports, Fundraising, Marketing Communications
Education
McGill University 2000 — 2004
Bachelor's degree, Economics
Whistler Secondary 1995 — 2000
ViaSport October 2014 - Present
Special Olympics Canada 2014 Summer Games November 2013 - October 2014
Rick Hansen Foundation July 2010 - June 2012
VANOC June 2008 - March 2010
RBC Dominion Securities April 2005 - June 2008
Skills
Budgets, Strategic Planning, Event Management, Management, Business Planning, Event Planning, Sports Marketing, Volunteer Management, Business Strategy, Sponsorship, Financial Analysis, Social Media Marketing, Public Relations, Business Analysis, Project Management, Sports, Fundraising, Marketing Communications
Education
McGill University 2000 — 2004
Bachelor's degree, Economics
Whistler Secondary 1995 — 2000
Alex Horsburgh Alex Horsburgh's RBC Dominion Securities Experience
Job Investment Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities
Skills
Risk Management, Wealth Management, Investment Strategies
Education
Murdoch University
Simon Fraser University
RBC Dominion Securities
Skills
Risk Management, Wealth Management, Investment Strategies
Education
Murdoch University
Simon Fraser University
Joey Tai, CFA Joey Tai, CFA's RBC Dominion Securities Experience August 2010 - June 2011
Job Roynat Capital
Industry Capital Markets
Experience
Roynat Capital 2013 - Present
BDC June 2011 - December 2013
Sauder School of Business at UBC 2011 - 2012
Weev September 2010 - December 2011
RBC Dominion Securities August 2010 - June 2011
TD Waterhouse - Private Investment Advice September 2008 - January 2010
TD Canada Trust November 2007 - September 2008
Skills
Financial Analysis, Sales, Entrepreneurship, Portfolio Management, Entrepreneurial Finance, Commercial Lending, Banking, Finance, Financial Modeling, Credit, Business Planning, Valuation, Private Equity, Venture Capital, Business Development, Start-ups, Management Consulting, Due Diligence, Mergers, Investments, Corporate Finance
Education
The University of British Columbia 2006 — 2011
Sauder School of Business
University of Nottingham - Nottingham University Business School 2010 — 2010
Finance and Economics
Canadian Securities Institute
MDA Investment Banking Training Program
Financial Modeling
Collingwood School
Roynat Capital 2013 - Present
BDC June 2011 - December 2013
Sauder School of Business at UBC 2011 - 2012
Weev September 2010 - December 2011
RBC Dominion Securities August 2010 - June 2011
TD Waterhouse - Private Investment Advice September 2008 - January 2010
TD Canada Trust November 2007 - September 2008
Skills
Financial Analysis, Sales, Entrepreneurship, Portfolio Management, Entrepreneurial Finance, Commercial Lending, Banking, Finance, Financial Modeling, Credit, Business Planning, Valuation, Private Equity, Venture Capital, Business Development, Start-ups, Management Consulting, Due Diligence, Mergers, Investments, Corporate Finance
Education
The University of British Columbia 2006 — 2011
Sauder School of Business
University of Nottingham - Nottingham University Business School 2010 — 2010
Finance and Economics
Canadian Securities Institute
MDA Investment Banking Training Program
Financial Modeling
Collingwood School
Heather Spankie Heather Spankie's RBC Dominion Securities Experience August 2012 - Present
Job Associate at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities August 2012 - Present
DWM Securities Inc. ( Scotia Bank) February 2002 - July 2012
Skills
Investment Advisory, Retirement, Mutual Funds, Wealth Management, Investment Strategies, Investments, Retirement Planning, Portfolio Management, Asset Management, Securities, Investment Management, Financial Planning, Estate Planning, Financial Services, Equities
Education
McGill University
Master of Science, Environmental Sciences
RBC Dominion Securities August 2012 - Present
DWM Securities Inc. ( Scotia Bank) February 2002 - July 2012
Skills
Investment Advisory, Retirement, Mutual Funds, Wealth Management, Investment Strategies, Investments, Retirement Planning, Portfolio Management, Asset Management, Securities, Investment Management, Financial Planning, Estate Planning, Financial Services, Equities
Education
McGill University
Master of Science, Environmental Sciences
Lawrence Au Lawrence Au's RBC Dominion Securities Experience August 1996 - April 2000
Job Technical Systems Analyst at RBC Royal Bank
Industry Banking
Experience
RBC Royal Bank May 2000 - Present
RBC Dominion Securities August 1996 - April 2000
Skills
Operating Systems, ITIL, Computer Security, Linux, Virtualization, Requirements Analysis, Enterprise Architecture, Disaster Recovery
Education
McMaster University 1990 — 1994
Bachelor
RBC Royal Bank May 2000 - Present
RBC Dominion Securities August 1996 - April 2000
Skills
Operating Systems, ITIL, Computer Security, Linux, Virtualization, Requirements Analysis, Enterprise Architecture, Disaster Recovery
Education
McMaster University 1990 — 1994
Bachelor
Olga Bezrokov Olga Bezrokov's RBC Dominion Securities Experience March 2014 - Present
Job Investment Associate at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities March 2014 - Present
RBC Dominion Securities September 2012 - Present
RBC Dominion Securities September 2010 - September 2012
Essence Bar and Lounge January 2006 - August 2010
Skills
Investments, Asset Allocation, Portfolio Management, Derivatives, Investment Management, Financial Markets, Equities, Mutual Funds, Investment Strategies, Wealth Management, Asset Managment, Fixed Income, Financial Analysis
Education
McGill University 2004 — 2010
B.Comm., Finance, International Business
RBC Dominion Securities March 2014 - Present
RBC Dominion Securities September 2012 - Present
RBC Dominion Securities September 2010 - September 2012
Essence Bar and Lounge January 2006 - August 2010
Skills
Investments, Asset Allocation, Portfolio Management, Derivatives, Investment Management, Financial Markets, Equities, Mutual Funds, Investment Strategies, Wealth Management, Asset Managment, Fixed Income, Financial Analysis
Education
McGill University 2004 — 2010
B.Comm., Finance, International Business
Julie Vincent's RBC Dominion Securities Experience June 2013 - Present
Job Analyst, Consumers at Queen's University Investment Counsel
Industry Higher Education
Experience
Queen's University Investment Counsel March 2014 - Present
Commerce Kids March 2014 - Present
Association of Canadian Intercollegiate Investment Clubs November 2013 - Present
RBC Dominion Securities June 2013 - Present
Education
Queen's University 2013 — 2017
Bachelor of Commerce (BCom)
Branksome Hall 2004 — 2013
International Baccalaureate Diploma, Ontario Secondary School Diploma
Queen's University Investment Counsel March 2014 - Present
Commerce Kids March 2014 - Present
Association of Canadian Intercollegiate Investment Clubs November 2013 - Present
RBC Dominion Securities June 2013 - Present
Education
Queen's University 2013 — 2017
Bachelor of Commerce (BCom)
Branksome Hall 2004 — 2013
International Baccalaureate Diploma, Ontario Secondary School Diploma
Natalie Cowan's RBC Dominion Securities Experience May 2013 - Present
Job Summer Student at RBC Dominion Securities and Fourth Year Student at Queen's University
Industry Investment Management
Experience
RBC Dominion Securities May 2013 - Present
Education
Queen's University 2012 — 2016
Bachelor of Arts Honours (B.A.H), Art History
RBC Dominion Securities May 2013 - Present
Education
Queen's University 2012 — 2016
Bachelor of Arts Honours (B.A.H), Art History
Amelia Miao Amelia Miao's RBC Dominion Securities Experience December 2007 - May 2008
Job Corporate Associate at Osler, Hoskin & Harcourt LLP
Industry Legal Services
Experience
Osler, Hoskin & Harcourt LLP August 2011 - Present
Maple Leaf Sports & Entertainment September 2005 - September 2008
L'Oreal May 2008 - August 2008
RBC Dominion Securities December 2007 - May 2008
Indigo October 2002 - October 2005
Education
Queen's University 2008 — 2011
JD, Law
York University - Schulich School of Business 2004 — 2008
BBA, Marketing, Finance
Osler, Hoskin & Harcourt LLP August 2011 - Present
Maple Leaf Sports & Entertainment September 2005 - September 2008
L'Oreal May 2008 - August 2008
RBC Dominion Securities December 2007 - May 2008
Indigo October 2002 - October 2005
Education
Queen's University 2008 — 2011
JD, Law
York University - Schulich School of Business 2004 — 2008
BBA, Marketing, Finance
Carolyn Laybolt's RBC Dominion Securities Experience 2004 - 2009
Job Manager, IS Learning and Communications
Industry Food Production
Experience
HGS Canada (formerly OLS) May 2012 - May 2015
Centre for Arts and Technology 2010 - 2012
McInnes Cooper 2009 - 2010
RBC Dominion Securities 2004 - 2009
NSCC 2000 - 2005
Convergys 2003 - 2004
Skills
Change Management, Coaching, Training Delivery, Performance Management, Team Leadership, Microsoft Office, Organizational..., Public Speaking, Customer Service, Training, Employee Relations, Recruiting, Leadership, Management, Leadership Development, Call Centers, Human Resources, Process Improvement, Customer Satisfaction, Team Building, Operations Management, Customer Experience, BPO
Education
Nova Scotia Community College
Business Administration and Management, General
Saint Mary's University
Business Adminstration
HGS Canada (formerly OLS) May 2012 - May 2015
Centre for Arts and Technology 2010 - 2012
McInnes Cooper 2009 - 2010
RBC Dominion Securities 2004 - 2009
NSCC 2000 - 2005
Convergys 2003 - 2004
Skills
Change Management, Coaching, Training Delivery, Performance Management, Team Leadership, Microsoft Office, Organizational..., Public Speaking, Customer Service, Training, Employee Relations, Recruiting, Leadership, Management, Leadership Development, Call Centers, Human Resources, Process Improvement, Customer Satisfaction, Team Building, Operations Management, Customer Experience, BPO
Education
Nova Scotia Community College
Business Administration and Management, General
Saint Mary's University
Business Adminstration
Barbara O'Rourke Barbara O'Rourke's RBC Dominion Securities Experience November 1993 - September 1998
Job Principal, Barbara O'Rourke Interior Design ► 15+ Years Experience in Design & Project Management
Industry Design
Experience
Barbara O'Rourke Interior Design September 2004 - Present
RBC Dominion Securities November 1993 - September 1998
National Bank of Canada 1990 - 1993
Skills
Building Relationships, Business Relationship..., Project Management, Negotiation, Development of..., Business Development, Networking, Prospecting, Prospecting New Clients, Revenue Growth..., Presentations, Communication, Interior Design, Long-term Customer..., Client Development, Client Relations Skills
Education
Merrimack College 1980 — 1984
Bachelor of Science (BS), Political Science and Government
Barbara O'Rourke Interior Design September 2004 - Present
RBC Dominion Securities November 1993 - September 1998
National Bank of Canada 1990 - 1993
Skills
Building Relationships, Business Relationship..., Project Management, Negotiation, Development of..., Business Development, Networking, Prospecting, Prospecting New Clients, Revenue Growth..., Presentations, Communication, Interior Design, Long-term Customer..., Client Development, Client Relations Skills
Education
Merrimack College 1980 — 1984
Bachelor of Science (BS), Political Science and Government
Benjamin Andrews Benjamin Andrews's RBC Dominion Securities Experience April 1998 - August 2000
Job President & CEO, Medical Bancorp Group Inc.
Industry Investment Banking
Experience
Medical Bancorp Group Inc. June 2014 - Present
Foundation Markets 2012 - Present
Gillford Capital Inc. January 2011 - Present
Capital Canada Limited 2002 - 2010
TD Securities Inc. August 2000 - 2002
RBC Dominion Securities April 1998 - August 2000
RBC Dominion Securities April 1997 - September 1997
Education
McGill University 1994 — 1998
Bachelor of Arts (B.A.) & Bachelor of Science (BSc), Major in Economics, Major in Computer Science, Minor in Management
Upper Canada College 1987 — 1994
High School
Medical Bancorp Group Inc. June 2014 - Present
Foundation Markets 2012 - Present
Gillford Capital Inc. January 2011 - Present
Capital Canada Limited 2002 - 2010
TD Securities Inc. August 2000 - 2002
RBC Dominion Securities April 1998 - August 2000
RBC Dominion Securities April 1997 - September 1997
Education
McGill University 1994 — 1998
Bachelor of Arts (B.A.) & Bachelor of Science (BSc), Major in Economics, Major in Computer Science, Minor in Management
Upper Canada College 1987 — 1994
High School
Dennis Siemko Dennis Siemko's RBC Dominion Securities Experience 1981 - Present
Job Siemko Wealth Management Group
Industry Investment Management
Experience
Siemko Wealth Management Group January 1981 - Present
RBC Dominion Securities 1981 - Present
McLeod, Young, Weir January 1979 - March 1981
Skills
Asset Allocation, Investments, Mutual Funds, Investment Advisory, Portfolio Management, Wealth Management, Estate Planning, Retirement Planning, Investment Strategies, Securities
Education
McMaster University 1974 — 1978
Bachelor of Arts (Hon.), Political Science
Siemko Wealth Management Group January 1981 - Present
RBC Dominion Securities 1981 - Present
McLeod, Young, Weir January 1979 - March 1981
Skills
Asset Allocation, Investments, Mutual Funds, Investment Advisory, Portfolio Management, Wealth Management, Estate Planning, Retirement Planning, Investment Strategies, Securities
Education
McMaster University 1974 — 1978
Bachelor of Arts (Hon.), Political Science
Dean Morrison Dean Morrison's RBC Dominion Securities Experience November 2011 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities November 2011 - Present
ScotiaMcLeod September 1990 - December 2011
RBC 1989 - 1990
Skills
Wealth Management, Investment Strategies, Asset Allocation, Investments, Mutual Funds, Investment Advisory, Investment Management, ETFs, Alternative Investments, High Net Worth..., Securities, Retirement Planning, Wealth, Bonds, Equities
Education
McMaster University 1985 — 1989
Bachelor of Commerce, Finance
RBC Dominion Securities November 2011 - Present
ScotiaMcLeod September 1990 - December 2011
RBC 1989 - 1990
Skills
Wealth Management, Investment Strategies, Asset Allocation, Investments, Mutual Funds, Investment Advisory, Investment Management, ETFs, Alternative Investments, High Net Worth..., Securities, Retirement Planning, Wealth, Bonds, Equities
Education
McMaster University 1985 — 1989
Bachelor of Commerce, Finance
Andrea Seniw, BA, CIM Andrea Seniw, BA, CIM's RBC Dominion Securities Experience March 2004 - Present
Job Associate Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities March 2004 - Present
Canaccord Capital 1998 - 2004
Skills
Investment Advisory, Wealth Management, Investment Strategies, Retirement Planning, Asset Allocation, Wealth, Financial Advice, High Net Worth..., Mutual Funds, Retirement, Financial Planning, Portfolio Management, Investments, Equities, Stocks, Asset Management, Fixed Income, Bonds, Securities, Retirement Income..., Savings, Trading, Financial Analysis, Wealth Management..., Financial Advisory, Investment Management
Education
McGill University 1994 — 1997
Bachelor's degree, Psychology
CANADIAN SECURITIES INSTITUTE
CIM (CANADIAN INVESTMENT MANAGER)
Canadian Securities Institute
Canadian Investment Manager (CIM)
Canadian Securities Institute
Options Licensing Exam
RBC Dominion Securities March 2004 - Present
Canaccord Capital 1998 - 2004
Skills
Investment Advisory, Wealth Management, Investment Strategies, Retirement Planning, Asset Allocation, Wealth, Financial Advice, High Net Worth..., Mutual Funds, Retirement, Financial Planning, Portfolio Management, Investments, Equities, Stocks, Asset Management, Fixed Income, Bonds, Securities, Retirement Income..., Savings, Trading, Financial Analysis, Wealth Management..., Financial Advisory, Investment Management
Education
McGill University 1994 — 1997
Bachelor's degree, Psychology
CANADIAN SECURITIES INSTITUTE
CIM (CANADIAN INVESTMENT MANAGER)
Canadian Securities Institute
Canadian Investment Manager (CIM)
Canadian Securities Institute
Options Licensing Exam
David Ravinsky David Ravinsky's RBC Dominion Securities Experience 1991 - Present
Job Vice President Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities 1991 - Present
Skills
Investment Strategies, Wealth Management, Equities, Investments, Fixed Income, Portfolio Management, Mutual Funds, Asset Management, Asset Allocation, Retirement Planning, Financial Advisory, Options
Education
McGill University 1979 — 1982
Faculty of Arts, Major in Economics
McGill University 1979 — 1982
Bachelor of Arts (B.A.), Economics
RBC Dominion Securities 1991 - Present
Skills
Investment Strategies, Wealth Management, Equities, Investments, Fixed Income, Portfolio Management, Mutual Funds, Asset Management, Asset Allocation, Retirement Planning, Financial Advisory, Options
Education
McGill University 1979 — 1982
Faculty of Arts, Major in Economics
McGill University 1979 — 1982
Bachelor of Arts (B.A.), Economics
Andrew Barkman Andrew Barkman's RBC Dominion Securities Experience March 1998 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities March 1998 - Present
Skills
Investments, Portfolio Management, Wealth Management, Mutual Funds, Equities, Financial Planning, Asset Management, Retirement Planning, Finance, Financial Analysis
Education
McGill University 1990 — 1992
Malvern College, Malvern England 1989 — 1990
St John's Ravenscourt School 1984 — 1989
RBC Dominion Securities March 1998 - Present
Skills
Investments, Portfolio Management, Wealth Management, Mutual Funds, Equities, Financial Planning, Asset Management, Retirement Planning, Finance, Financial Analysis
Education
McGill University 1990 — 1992
Malvern College, Malvern England 1989 — 1990
St John's Ravenscourt School 1984 — 1989
Lana Porter Lana Porter's RBC Dominion Securities Experience November 2013 - Present
Job RBC Wealth Management Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities November 2013 - Present
HSBC May 2008 - November 2013
T.E. Wealth April 2006 - May 2008
CIBC 1991 - 2006
Skills
Banking, Credit, Wealth Management, Portfolio Management, Commercial Banking, Loans, Credit Analysis, Credit Risk, Mortgage Lending, Retail Banking, Strategic Financial..., Investments, Risk Management, Relationship Management, Financial Analysis, Mutual Funds, Capital Markets
Education
Mount Royal College
RBC Dominion Securities November 2013 - Present
HSBC May 2008 - November 2013
T.E. Wealth April 2006 - May 2008
CIBC 1991 - 2006
Skills
Banking, Credit, Wealth Management, Portfolio Management, Commercial Banking, Loans, Credit Analysis, Credit Risk, Mortgage Lending, Retail Banking, Strategic Financial..., Investments, Risk Management, Relationship Management, Financial Analysis, Mutual Funds, Capital Markets
Education
Mount Royal College
Shannon Nicks Shannon Nicks's RBC Dominion Securities Experience September 2015 - Present
Job Administrative Assistant at Canada Games Centre
Industry Sports
Experience
RBC Dominion Securities September 2015 - Present
2011 Halifax Canada Games August 2011 - Present
Canada Games Centre July 2013 - September 2015
Shannex October 2012 - November 2013
Halifax & Region Military Family Resource Centre August 2010 - July 2011
Skills
Event Management, Event Planning, Customer Service, Social Media, Team Leadership, Public Speaking, Teamwork, Public Relations, Social Networking, Microsoft Word, Management
Education
Mount Saint Vincent University 2007 — 2011
Bachelor of Applied Arts (Family Studies and Gerontology), Gerontology
Halifax West High School 2005 — 2007
RBC Dominion Securities September 2015 - Present
2011 Halifax Canada Games August 2011 - Present
Canada Games Centre July 2013 - September 2015
Shannex October 2012 - November 2013
Halifax & Region Military Family Resource Centre August 2010 - July 2011
Skills
Event Management, Event Planning, Customer Service, Social Media, Team Leadership, Public Speaking, Teamwork, Public Relations, Social Networking, Microsoft Word, Management
Education
Mount Saint Vincent University 2007 — 2011
Bachelor of Applied Arts (Family Studies and Gerontology), Gerontology
Halifax West High School 2005 — 2007
Andrew Innes Andrew Innes's RBC Dominion Securities Experience September 2013 - April 2014
Job Analyst at Alexander Capital Group
Industry Investment Banking
Experience
Alexander Capital Group May 2014 - Present
RBC Dominion Securities September 2013 - April 2014
Clifton Blake Realty Advisors January 2013 - January 2014
Silver Pools Sales and Services 2004 - 2012
Stratos Solutions Inc. May 2008 - August 2008
Skills
Customer Satisfaction, Customer Service, Microsoft Excel, Sales, Customer Retention, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Equities, Valuation, Risk Management, Strategic Financial..., Capital Markets, Credit, Finance, Real Estate, Analysis, Investment Banking, Bloomberg, Accounting, Corporate Finance, Banking, Microsoft Office, Mergers & Acquisitions, Leadership, Securities, Economics
Education
Queen's University 2013 — 2014
Master of Finance
CAIA Association
CAIA Level II - Candidate
University of Toronto at Scarborough
BBA with distinction, Finance
CFA Institute
Passed all three CFA exams
Alexander Capital Group May 2014 - Present
RBC Dominion Securities September 2013 - April 2014
Clifton Blake Realty Advisors January 2013 - January 2014
Silver Pools Sales and Services 2004 - 2012
Stratos Solutions Inc. May 2008 - August 2008
Skills
Customer Satisfaction, Customer Service, Microsoft Excel, Sales, Customer Retention, Financial Analysis, Financial Modeling, Investments, Portfolio Management, Equities, Valuation, Risk Management, Strategic Financial..., Capital Markets, Credit, Finance, Real Estate, Analysis, Investment Banking, Bloomberg, Accounting, Corporate Finance, Banking, Microsoft Office, Mergers & Acquisitions, Leadership, Securities, Economics
Education
Queen's University 2013 — 2014
Master of Finance
CAIA Association
CAIA Level II - Candidate
University of Toronto at Scarborough
BBA with distinction, Finance
CFA Institute
Passed all three CFA exams
Karen Au Karen Au's RBC Dominion Securities Experience May 2009 - August 2009
Job Manager, Merchandising and Retail Strategy
Industry Management Consulting
Experience
Precima (LoyaltyOne) February 2014 - Present
Accenture September 2010 - February 2014
RBC Dominion Securities May 2009 - August 2009
Skills
Strategy, Management Consulting, Business Analysis, Business Strategy, Business Process..., Project Management, Retail, Competitive Analysis, Marketing, CRM, Marketing Strategy, Financial Analysis
Education
Queen's University
Bachelor, Commerce (Honours)
Precima (LoyaltyOne) February 2014 - Present
Accenture September 2010 - February 2014
RBC Dominion Securities May 2009 - August 2009
Skills
Strategy, Management Consulting, Business Analysis, Business Strategy, Business Process..., Project Management, Retail, Competitive Analysis, Marketing, CRM, Marketing Strategy, Financial Analysis
Education
Queen's University
Bachelor, Commerce (Honours)
Darrel Ripley Darrel Ripley's RBC Dominion Securities Experience June 2009 - Present
Job President Elect at Rotary Club of Edmonton West
Industry Investment Management
Experience
Rotary Club of Edmonton West July 2015 - Present
RBC Dominion Securities June 2009 - Present
Express Employment Professionals 2004 - 2009
S.A.M.B.A 2000 - 2003
ATB Financial 2000 - 2003
RBC Royal Bank 1985 - 2000
Skills
Financial Planning, Small Business, Entrepreneur, Credit, Investments, Risk Management, Financial Analysis, Mortgage, Insurance, Retirement Planning, Wealth Management, Portfolio Management, Asset Management, Sales Management, Management, Recruiting, Commercial Banking, Accident Insurance, Life Insurance, Agribusiness, Human Resources, Estate Planning, Investment Strategies, Entrepreneurship, Investment Advisory, Strategic Financial..., Financial Advisory, Mortgage Lending, Banking, Leadership
Education
CSI
PFP, CSC, FICB
Mount Royal College
Business Diploma
University of Alberta
HR Certificate
Rotary Club of Edmonton West July 2015 - Present
RBC Dominion Securities June 2009 - Present
Express Employment Professionals 2004 - 2009
S.A.M.B.A 2000 - 2003
ATB Financial 2000 - 2003
RBC Royal Bank 1985 - 2000
Skills
Financial Planning, Small Business, Entrepreneur, Credit, Investments, Risk Management, Financial Analysis, Mortgage, Insurance, Retirement Planning, Wealth Management, Portfolio Management, Asset Management, Sales Management, Management, Recruiting, Commercial Banking, Accident Insurance, Life Insurance, Agribusiness, Human Resources, Estate Planning, Investment Strategies, Entrepreneurship, Investment Advisory, Strategic Financial..., Financial Advisory, Mortgage Lending, Banking, Leadership
Education
CSI
PFP, CSC, FICB
Mount Royal College
Business Diploma
University of Alberta
HR Certificate
Corina Wind Corina Wind's RBC Dominion Securities Experience January 2000 - December 2014
Job Xnnovation Corp.
Industry Automotive
Experience
Xnnovation Corp. January 2015 - Present
RBC Dominion Securities January 2000 - December 2014
Skills
Investment Advisory, Mutual Funds, Investment Strategies, Asset Allocation, Wealth Management, Risk Management, Banking, Equities, Investments, Financial Analysis, ETFs, Wealth Management...
Education
McGill University
Economics
Marionopolis College
Xnnovation Corp. January 2015 - Present
RBC Dominion Securities January 2000 - December 2014
Skills
Investment Advisory, Mutual Funds, Investment Strategies, Asset Allocation, Wealth Management, Risk Management, Banking, Equities, Investments, Financial Analysis, ETFs, Wealth Management...
Education
McGill University
Economics
Marionopolis College
Charles W. Cullen III, CFP, CIM's RBC Dominion Securities Experience July 2009 - Present
Job Associate Portfolio Manager and Wealth Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities July 2009 - Present
Bank of America 2006 - 2008
JPMorgan Chase 2000 - 2006
Merrill Lynch 1998 - 2000
Skills
Investments, Wealth Management, Estate Planning, Investment Advisory, Retirement, Retirement Planning, High Net Worth..., Asset Allocation, Investment Policy
Education
Princeton University 1990 — 1994
B.S.E., Honors, Electrical Engineering
RBC Dominion Securities July 2009 - Present
Bank of America 2006 - 2008
JPMorgan Chase 2000 - 2006
Merrill Lynch 1998 - 2000
Skills
Investments, Wealth Management, Estate Planning, Investment Advisory, Retirement, Retirement Planning, High Net Worth..., Asset Allocation, Investment Policy
Education
Princeton University 1990 — 1994
B.S.E., Honors, Electrical Engineering
Walter Ratcliffe Walter Ratcliffe's RBC Dominion Securities Experience January 1994 - June 1994
Job Partner, CAP Advisors Inc.; Thousand Islands Property Services
Industry Financial Services
Experience
CAP Advisors Inc. May 2000 - Present
Deutsche Morgan Grenfell Canada November 1994 - February 1998
RBC Dominion Securities January 1994 - June 1994
Burns Fry Limited July 1983 - August 1992
Bank of Montreal September 1976 - July 1983
The Bank Credit Analyst May 1973 - October 1974
Skills
Mergers, Asset Management, Corporate Finance, Insurance, Investments, Portfolio Management, Equities, Financial Planning, Valuation, Risk Management, Financial Analysis, Wealth Management, Investment Banking
Education
CLU Institute 2005 — 2010
CLU
McGill University 1969 — 1975
BComm, Finance
Financial Planners Standards Council
CFP
CFA Institute
CFA
CAP Advisors Inc. May 2000 - Present
Deutsche Morgan Grenfell Canada November 1994 - February 1998
RBC Dominion Securities January 1994 - June 1994
Burns Fry Limited July 1983 - August 1992
Bank of Montreal September 1976 - July 1983
The Bank Credit Analyst May 1973 - October 1974
Skills
Mergers, Asset Management, Corporate Finance, Insurance, Investments, Portfolio Management, Equities, Financial Planning, Valuation, Risk Management, Financial Analysis, Wealth Management, Investment Banking
Education
CLU Institute 2005 — 2010
CLU
McGill University 1969 — 1975
BComm, Finance
Financial Planners Standards Council
CFP
CFA Institute
CFA
Catherine Healy Catherine Healy's RBC Dominion Securities Experience May 1996 - September 2003
Job Financial Assistant at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. September 2010 - Present
Edward Jones February 2004 - September 2010
RBC Dominion Securities May 1996 - September 2003
Richardson Greenshields of Canada Ltd. May 1992 - August 1995
Skills
Mutual Funds, Strategic Financial..., Wealth Management, Retirement Planning, Investments, Retirement, Estate Planning, Equities, Investment Strategies, Leadership, Investment Advisory, Securities, Finance, Employee Benefits, Financial Services, Portfolio Management, Asset Management, Insurance, Bonds, Asset Allocation, Risk Management, Fixed Annuities, Wealth, Options, Fixed Income, Financial Advisory, Banking, Succession Planning, Alternative Investments, Client Services, Relationship Management, Bloomberg, Hedge Funds, Pensions, ETFs, Financial Markets, Financial Planning
Education
McGill University 2006 — 2011
Graduate Diploma, Human Resources Management
The University of Western Ontario 1988 — 1992
Honours BA, Political Science
Raymond James Ltd. September 2010 - Present
Edward Jones February 2004 - September 2010
RBC Dominion Securities May 1996 - September 2003
Richardson Greenshields of Canada Ltd. May 1992 - August 1995
Skills
Mutual Funds, Strategic Financial..., Wealth Management, Retirement Planning, Investments, Retirement, Estate Planning, Equities, Investment Strategies, Leadership, Investment Advisory, Securities, Finance, Employee Benefits, Financial Services, Portfolio Management, Asset Management, Insurance, Bonds, Asset Allocation, Risk Management, Fixed Annuities, Wealth, Options, Fixed Income, Financial Advisory, Banking, Succession Planning, Alternative Investments, Client Services, Relationship Management, Bloomberg, Hedge Funds, Pensions, ETFs, Financial Markets, Financial Planning
Education
McGill University 2006 — 2011
Graduate Diploma, Human Resources Management
The University of Western Ontario 1988 — 1992
Honours BA, Political Science
Noelle Sargeant Noelle Sargeant's RBC Dominion Securities Experience 1986 - 1989
Job Executive Vice President, Human Resources at International Financial Data Services
Industry Financial Services
Experience
International Financial Data Services December 2009 - Present
Russell Investments August 2006 - December 2009
Scotia Capital May 2005 - August 2006
OMERS 1990 - 2004
RBC Dominion Securities 1986 - 1989
Skills
Performance Management, Employee Relations, Leadership Development, Business Analysis, Personnel Management, Human Resources, Risk Management, Employment Law, Employee Engagement, Vendor Management, Policy, Talent Management, Change Management, Onboarding, Organizational..., Leadership, Succession Planning, Organizational Design, HRIS, Deferred Compensation, Talent Acquisition, Organizational..., HR Policies, Workforce Planning, Employee Benefits
Education
McGill University 1982 — 1986
Arts, Industrial Relations & Economics
International Financial Data Services December 2009 - Present
Russell Investments August 2006 - December 2009
Scotia Capital May 2005 - August 2006
OMERS 1990 - 2004
RBC Dominion Securities 1986 - 1989
Skills
Performance Management, Employee Relations, Leadership Development, Business Analysis, Personnel Management, Human Resources, Risk Management, Employment Law, Employee Engagement, Vendor Management, Policy, Talent Management, Change Management, Onboarding, Organizational..., Leadership, Succession Planning, Organizational Design, HRIS, Deferred Compensation, Talent Acquisition, Organizational..., HR Policies, Workforce Planning, Employee Benefits
Education
McGill University 1982 — 1986
Arts, Industrial Relations & Economics
Kathleen Copeland Hoeber Kathleen Copeland Hoeber's RBC Dominion Securities Experience May 2011 - September 2011
Job Funeral Director at R.S. Kane Ltd.
Industry Hospital & Health Care
Experience
R.S. Kane Ltd. May 2012 - Present
RBC Dominion Securities May 2011 - September 2011
CN Tower June 2009 - September 2011
McMaster University - The Pulse September 2009 - April 2011
Skills
Spreadsheet Design, Microsoft Office, AutoCAD, Archiving, Research, Customer Relations, Event Planning, Time Management, Data Entry, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Fundraising, Critical Thinking, Team Leadership, Event Management, Team Building, Social Media, Social Networking, Sales, Healthcare, Editing, Highly detail oriented, Close Attention to..., Leadership, Customer Service
Education
Humber College 2011 — 2013
Funeral Service Education
McMaster University 2007 — 2011
Bachelor of Arts (B.A.), European History
R.S. Kane Ltd. May 2012 - Present
RBC Dominion Securities May 2011 - September 2011
CN Tower June 2009 - September 2011
McMaster University - The Pulse September 2009 - April 2011
Skills
Spreadsheet Design, Microsoft Office, AutoCAD, Archiving, Research, Customer Relations, Event Planning, Time Management, Data Entry, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Fundraising, Critical Thinking, Team Leadership, Event Management, Team Building, Social Media, Social Networking, Sales, Healthcare, Editing, Highly detail oriented, Close Attention to..., Leadership, Customer Service
Education
Humber College 2011 — 2013
Funeral Service Education
McMaster University 2007 — 2011
Bachelor of Arts (B.A.), European History
Russ Glithero Russ Glithero's RBC Dominion Securities Experience January 2011 - Present
Job RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities January 2011 - Present
Skills
Investments, Investment Strategies, Leadership, Investment Advisory, Wealth Management, Management, Finance, Financial Services, Retirement Planning, Investment Policy, Financial Modeling, Mutual Funds, Investment Management, Asset Allocation, Strategic Financial...
Education
Queen's University 1983 — 1988
BCOMM
McGill University 1990 — 1991
RBC Dominion Securities January 2011 - Present
Skills
Investments, Investment Strategies, Leadership, Investment Advisory, Wealth Management, Management, Finance, Financial Services, Retirement Planning, Investment Policy, Financial Modeling, Mutual Funds, Investment Management, Asset Allocation, Strategic Financial...
Education
Queen's University 1983 — 1988
BCOMM
McGill University 1990 — 1991
Benjamin Forjoe, MFin, CMT's RBC Dominion Securities Experience January 2015 - Present
Job Senior Associate, Commodity/Futures at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities January 2015 - Present
RBC Dominion Securities August 2010 - December 2014
Sun Life Financial of Canada November 2008 - August 2010
Goldman Sachs December 2007 - May 2008
Skills
Derivatives, Bloomberg, Investment Strategies, Trading, Market Research, Investments, Financial Analysis, Equities, Valuation, Alternative Investments, Options, Financial Modeling, Securities, Asset Management, Portfolio Management, Hedge Funds, Fixed Income, Corporate Finance, Risk Management, Capital Markets, Wealth Management, Equity Research, Banking, Strategic Financial..., Mutual Funds, Credit Risk, Asset Allocation, Technical Analysis, Investment Management, Bonds
Education
Chartered Market Technician (CMT) 2012 — 2014
CMT charterholder
Chartered Financial Analyst 2011 — 2013
Completed Level I
Queen's University 2010 — 2011
Masters, Finance
Wilfrid Laurier University 2004 — 2008
BA, Economics and Finance
SOS Hermann Gmeiner School 2002 — 2004
International Baccalaureate, IB Diploma
RBC Dominion Securities January 2015 - Present
RBC Dominion Securities August 2010 - December 2014
Sun Life Financial of Canada November 2008 - August 2010
Goldman Sachs December 2007 - May 2008
Skills
Derivatives, Bloomberg, Investment Strategies, Trading, Market Research, Investments, Financial Analysis, Equities, Valuation, Alternative Investments, Options, Financial Modeling, Securities, Asset Management, Portfolio Management, Hedge Funds, Fixed Income, Corporate Finance, Risk Management, Capital Markets, Wealth Management, Equity Research, Banking, Strategic Financial..., Mutual Funds, Credit Risk, Asset Allocation, Technical Analysis, Investment Management, Bonds
Education
Chartered Market Technician (CMT) 2012 — 2014
CMT charterholder
Chartered Financial Analyst 2011 — 2013
Completed Level I
Queen's University 2010 — 2011
Masters, Finance
Wilfrid Laurier University 2004 — 2008
BA, Economics and Finance
SOS Hermann Gmeiner School 2002 — 2004
International Baccalaureate, IB Diploma
Christine Cosmo Christine Cosmo's RBC Dominion Securities Experience May 2015 - Present
Job Associate Wealth Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities May 2015 - Present
RBC Dominion Securities August 2011 - May 2015
MD Management Ltd. December 2010 - August 2011
MD Management Ltd. December 2004 - December 2010
Skills
Investment Strategies, Mutual Funds, Wealth Management, Asset Allocation, Retirement Planning, Securities, Investment Advisory, Retirement, Bonds, ETFs, Financial Services, Relationship Management, Financial Planners, Private Banking
Education
Canadian Securities Institute 2011 — 2011
Canadian Securities Course
Canadian Securities Institute 2011 — 2011
Conduct and Practices Handbook
Queen's University 1999 — 2003
Bachelor of Arts, Honours, English Language and Literature
RBC Dominion Securities May 2015 - Present
RBC Dominion Securities August 2011 - May 2015
MD Management Ltd. December 2010 - August 2011
MD Management Ltd. December 2004 - December 2010
Skills
Investment Strategies, Mutual Funds, Wealth Management, Asset Allocation, Retirement Planning, Securities, Investment Advisory, Retirement, Bonds, ETFs, Financial Services, Relationship Management, Financial Planners, Private Banking
Education
Canadian Securities Institute 2011 — 2011
Canadian Securities Course
Canadian Securities Institute 2011 — 2011
Conduct and Practices Handbook
Queen's University 1999 — 2003
Bachelor of Arts, Honours, English Language and Literature
Ren Ma Ren Ma's RBC Dominion Securities Experience January 2011 - April 2011
Job Assurance Associate at PwC
Industry Capital Markets
Experience
PwC July 2012 - Present
Royal Sea Capital Co., Ltd. April 2011 - July 2011
RBC Dominion Securities January 2011 - April 2011
Wokai Microfinance April 2010 - April 2011
Skills
Business English, Mandarin, IFRS, US GAAP, Bloomberg, Capital IQ, Microsoft Office, Reuters, Financial Modeling, Financial Statement..., Teamwork, Investments
Education
University of Toronto - Rotman School of Management 2009 — 2012
Bachelor of Commerce, Finance & Economics
Mercer Consulting LLC Excel Training Program 2010 — 2011
Advanced MS Excel training and Visual Basic Application
McMaster University 2008 — 2009
Commerce
PwC July 2012 - Present
Royal Sea Capital Co., Ltd. April 2011 - July 2011
RBC Dominion Securities January 2011 - April 2011
Wokai Microfinance April 2010 - April 2011
Skills
Business English, Mandarin, IFRS, US GAAP, Bloomberg, Capital IQ, Microsoft Office, Reuters, Financial Modeling, Financial Statement..., Teamwork, Investments
Education
University of Toronto - Rotman School of Management 2009 — 2012
Bachelor of Commerce, Finance & Economics
Mercer Consulting LLC Excel Training Program 2010 — 2011
Advanced MS Excel training and Visual Basic Application
McMaster University 2008 — 2009
Commerce
Addison Siemko's RBC Dominion Securities Experience November 2009 - September 2013
Job Business Applications Specialist at RBC Dominion Securities
Industry Investment Management
Experience
Rogers Communications March 2014 - June 2014
RBC Dominion Securities November 2009 - September 2013
Self-employed May 2008 - July 2009
Chase Paymentech ISO (Zonecom Technologies Inc.) May 2007 - September 2007
Skills
Communication Skills, Investments, Customer Service, Wealth Management, Composition, Sound Design, Public Relations, Copywriting, Mutual Funds, Reason 5, Marketing, Cubase, MIDI, Project Management, Investment Strategies, Event Coordinator, Marketing Strategy, Proofreading, Advertising, Sound, Microsoft Office, GIMP, Public Speaking, Creative Writing, Online Marketing, Digital Marketing, Google Analytics, E-commerce, Event Planning, Communication, Business Development, New Business Development, Brand Development..., Online Advertising, Self-publishing, Writing, Computer Repair, Solution Selling, Account Management, CRM, Event Management, Email Marketing, Email Marketing Software
Education
McGill University 2005 — 2009
Bachelor of Arts, Political Science, Economics, and Marketing
Rogers Communications March 2014 - June 2014
RBC Dominion Securities November 2009 - September 2013
Self-employed May 2008 - July 2009
Chase Paymentech ISO (Zonecom Technologies Inc.) May 2007 - September 2007
Skills
Communication Skills, Investments, Customer Service, Wealth Management, Composition, Sound Design, Public Relations, Copywriting, Mutual Funds, Reason 5, Marketing, Cubase, MIDI, Project Management, Investment Strategies, Event Coordinator, Marketing Strategy, Proofreading, Advertising, Sound, Microsoft Office, GIMP, Public Speaking, Creative Writing, Online Marketing, Digital Marketing, Google Analytics, E-commerce, Event Planning, Communication, Business Development, New Business Development, Brand Development..., Online Advertising, Self-publishing, Writing, Computer Repair, Solution Selling, Account Management, CRM, Event Management, Email Marketing, Email Marketing Software
Education
McGill University 2005 — 2009
Bachelor of Arts, Political Science, Economics, and Marketing
Leah Gregoire's RBC Dominion Securities Experience November 2004 - Present
Job Associate at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities November 2004 - Present
GoodLife Fitness October 2006 - Present
RBC June 2002 - November 2004
Skills
Investments, Social Media, Strategic Financial..., Portfolio Management, Sales, Investment Strategies, Relationship Management, Social Media Marketing, Financial Analysis, Public Speaking, Mutual Funds, Research, New Business Development, Banking, Teaching
Education
Nipissing University 1996 — 2001
BA, English
Chippewa Secondary School 1992 — 1996
RBC Dominion Securities November 2004 - Present
GoodLife Fitness October 2006 - Present
RBC June 2002 - November 2004
Skills
Investments, Social Media, Strategic Financial..., Portfolio Management, Sales, Investment Strategies, Relationship Management, Social Media Marketing, Financial Analysis, Public Speaking, Mutual Funds, Research, New Business Development, Banking, Teaching
Education
Nipissing University 1996 — 2001
BA, English
Chippewa Secondary School 1992 — 1996
Linda Stalker Linda Stalker's RBC Dominion Securities Experience 2003 - 2005
Job Wealth Advisory Services at Henderson Partners LLP
Industry Financial Services
Experience
Henderson Partners LLP June 2005 - Present
RBC Dominion Securities 2003 - 2005
Merrill Lynch June 2000 - June 2003
Bank of Montreal November 1998 - April 2000
Canada Trust 1986 - 1998
Skills
Wealth Management, Estate Planning, High Net Worth..., Financial Planning, Retirement Planning, Small Business, Family Office, Investment Advisory, Strategic Financial..., Investment Management, Investment Strategies, Investments, Finance, Insurance, Financial Services, Wealth, Financial Advisory, Life Insurance
Education
Queen's University 1985 — 1989
Honours BA, Pyschology
The University of Western Ontario 1982 — 1984
Henderson Partners LLP June 2005 - Present
RBC Dominion Securities 2003 - 2005
Merrill Lynch June 2000 - June 2003
Bank of Montreal November 1998 - April 2000
Canada Trust 1986 - 1998
Skills
Wealth Management, Estate Planning, High Net Worth..., Financial Planning, Retirement Planning, Small Business, Family Office, Investment Advisory, Strategic Financial..., Investment Management, Investment Strategies, Investments, Finance, Insurance, Financial Services, Wealth, Financial Advisory, Life Insurance
Education
Queen's University 1985 — 1989
Honours BA, Pyschology
The University of Western Ontario 1982 — 1984
Daniel W. Leonard's RBC Dominion Securities Experience April 2010 - August 2012
Job ✔401(k)s ✔Rollovers ✔IRA's & Roth IRA's ★CFP® ★CASL® ★Certified in Social Security Claiming Strategies
Industry Financial Services
Experience
Rice Pontes Capital, Inc. July 2012 - Present
RBC Dominion Securities April 2010 - August 2012
Canaccord Genuity Wealth Management (Canada) July 2008 - March 2010
Ohio National Financial Services May 2005 - May 2007
Genworth Financial January 2004 - May 2005
Pacific Life March 2001 - August 2003
Aetna Financial Svc September 1998 - February 2001
Northstar Funds January 1994 - August 1998
National Funds September 1991 - December 1993
Education
RBC Dominion SecuritiesNew Advisor Training 2011 — 2011
Moravian College 1987 — 1990
BA
Monroe Woodbury 1983 — 1986
High School
The Corporation for Social Security Claiming Strategies
Designation
Rice Pontes Capital, Inc. July 2012 - Present
RBC Dominion Securities April 2010 - August 2012
Canaccord Genuity Wealth Management (Canada) July 2008 - March 2010
Ohio National Financial Services May 2005 - May 2007
Genworth Financial January 2004 - May 2005
Pacific Life March 2001 - August 2003
Aetna Financial Svc September 1998 - February 2001
Northstar Funds January 1994 - August 1998
National Funds September 1991 - December 1993
Education
RBC Dominion SecuritiesNew Advisor Training 2011 — 2011
Moravian College 1987 — 1990
BA
Monroe Woodbury 1983 — 1986
High School
The Corporation for Social Security Claiming Strategies
Designation
Jawwad Siddiqui Jawwad Siddiqui's RBC Dominion Securities Experience April 2013 - January 2014
Job Entrepreneur. Blogger. Coder.
Industry Information Technology and Services
Experience
SharpScholar December 2013 - Present
eCarpool May 2013 - February 2014
Hirebench March 2012 - February 2014
RBC Dominion Securities April 2013 - January 2014
Limestone Capital September 2011 - July 2013
Zellers August 2009 - December 2012
Skills
Entrepreneurship, Leadership, Social Media, Financial Analysis, Start-ups, Customer Service, Information Technology, Programming, Microsoft Office
Education
Queen's University 2011 — 2015
Bachelors of Commerce (Honours)
John Fraser Secondary School 2007 — 2011
O.S.S.D
SharpScholar December 2013 - Present
eCarpool May 2013 - February 2014
Hirebench March 2012 - February 2014
RBC Dominion Securities April 2013 - January 2014
Limestone Capital September 2011 - July 2013
Zellers August 2009 - December 2012
Skills
Entrepreneurship, Leadership, Social Media, Financial Analysis, Start-ups, Customer Service, Information Technology, Programming, Microsoft Office
Education
Queen's University 2011 — 2015
Bachelors of Commerce (Honours)
John Fraser Secondary School 2007 — 2011
O.S.S.D
John Frank Marinucci John Frank Marinucci's RBC Dominion Securities Experience November 2011 - March 2012
Job Analyst, Strategy and Corporate Development at CIBC
Industry Banking
Experience
CIBC September 2014 - Present
Greystone Managed Investments Inc. January 2014 - August 2014
National Investment Banking Competition & Conference October 2013 - November 2013
RBC October 2012 - 2013
RBC Dominion Securities November 2011 - March 2012
Skills
Financial Modeling, Finance, Corporate Finance, Analysis, Valuation, Portfolio Management, Leadership, Investments, Banking, Financial Accounting, Teamwork, Equities, Capital Markets, Fixed Income, Microsoft Excel, Budgets, Financial Statement...
Education
Queen's University 2013 — 2014
Master of Finance, GPA: 3.76
CFA Institute
Passed Level 3 CFA Exam
Ryerson University 2008 — 2012
BComm, Business Technology Management
St. Thomas of Villanova College 2004 — 2008
CIBC September 2014 - Present
Greystone Managed Investments Inc. January 2014 - August 2014
National Investment Banking Competition & Conference October 2013 - November 2013
RBC October 2012 - 2013
RBC Dominion Securities November 2011 - March 2012
Skills
Financial Modeling, Finance, Corporate Finance, Analysis, Valuation, Portfolio Management, Leadership, Investments, Banking, Financial Accounting, Teamwork, Equities, Capital Markets, Fixed Income, Microsoft Excel, Budgets, Financial Statement...
Education
Queen's University 2013 — 2014
Master of Finance, GPA: 3.76
CFA Institute
Passed Level 3 CFA Exam
Ryerson University 2008 — 2012
BComm, Business Technology Management
St. Thomas of Villanova College 2004 — 2008
Johnnie H.T. Vu Johnnie H.T. Vu's RBC Dominion Securities Experience January 2011 - January 2012
Job MBA 2016 Candidate at Queen's School of Business | 4 years in Financial Service | 10 years of Military Leadership
Industry Banking
Experience
RBC September 2013 - Present
Government of Canada 2004 - Present
YCPA 2013 - 2014
RBC January 2012 - August 2013
RBC Dominion Securities January 2011 - January 2012
Pratt & Whitney Canada 2009 - 2010
Mexx Canada 2007 - 2009
Skills
Financial Analysis, Microsoft Office, Customer Service, Negotiation, Mergers, Competitive Analysis, Investments, Financial Modeling, Corporate Finance, Strategic Financial..., Banking, Portfolio Management, Teamwork, Equities, Valuation, Team Leadership, Risk Management, Microsoft Excel, Strategic Planning, Business Strategy, Leadership, Market Research, Management, Finance, Business Analysis, Budgets, Analysis, Business Planning, Forecasting, Training, Entrepreneurship, Business Development, Marketing, Management Consulting, Time Management, Mergers & Acquisitions, Wealth Management, Accounting, Mutual Funds, Credit, Sales, Personal Banking, Residential Mortgages, Debt Consolidation, Team Management, Strategy, Data Analysis, Relationship Management, Asset Management, Economics
Education
Queen's University
Master of Business Administration (MBA)
Queen's University
Certificate, Corporate Social Responsibility
Institut québécois de planification financiere
Financial Planning Designation (In Progress)
John Molson School of Business, Concordia University 2008 — 2011
B.Comm, Finance and Marketing
RBC September 2013 - Present
Government of Canada 2004 - Present
YCPA 2013 - 2014
RBC January 2012 - August 2013
RBC Dominion Securities January 2011 - January 2012
Pratt & Whitney Canada 2009 - 2010
Mexx Canada 2007 - 2009
Skills
Financial Analysis, Microsoft Office, Customer Service, Negotiation, Mergers, Competitive Analysis, Investments, Financial Modeling, Corporate Finance, Strategic Financial..., Banking, Portfolio Management, Teamwork, Equities, Valuation, Team Leadership, Risk Management, Microsoft Excel, Strategic Planning, Business Strategy, Leadership, Market Research, Management, Finance, Business Analysis, Budgets, Analysis, Business Planning, Forecasting, Training, Entrepreneurship, Business Development, Marketing, Management Consulting, Time Management, Mergers & Acquisitions, Wealth Management, Accounting, Mutual Funds, Credit, Sales, Personal Banking, Residential Mortgages, Debt Consolidation, Team Management, Strategy, Data Analysis, Relationship Management, Asset Management, Economics
Education
Queen's University
Master of Business Administration (MBA)
Queen's University
Certificate, Corporate Social Responsibility
Institut québécois de planification financiere
Financial Planning Designation (In Progress)
John Molson School of Business, Concordia University 2008 — 2011
B.Comm, Finance and Marketing
David Morrison, CFA David Morrison, CFA's RBC Dominion Securities Experience March 2011 - Present
Job Associate Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities March 2011 - Present
RBC Dominion Securities December 2008 - March 2011
Skills
Wealth Management, Portfolio Management, Convertible Debentures, Trading, ETFs, Bonds, Stocks, Estate Planning, Mutual Funds, IPOs, Securities, IPO, Investment Strategies, Wealth, Investment Advisory, Retirement, Investments
Education
University of St. Andrews 2007 — 2008
MSc, International Strategy and Economics
Queen's University 2002 — 2006
BA (Hons), Economics
Appleby College 1998 — 2002
RBC Dominion Securities March 2011 - Present
RBC Dominion Securities December 2008 - March 2011
Skills
Wealth Management, Portfolio Management, Convertible Debentures, Trading, ETFs, Bonds, Stocks, Estate Planning, Mutual Funds, IPOs, Securities, IPO, Investment Strategies, Wealth, Investment Advisory, Retirement, Investments
Education
University of St. Andrews 2007 — 2008
MSc, International Strategy and Economics
Queen's University 2002 — 2006
BA (Hons), Economics
Appleby College 1998 — 2002
Max Hammoudeh Max Hammoudeh's RBC Dominion Securities Experience September 2009 - March 2010
Job MBA Candidate
Industry Professional Training & Coaching
Experience
Ford Motor Company January 2013 - April 2013
CONTAX June 2010 - April 2012
RBC Dominion Securities September 2009 - March 2010
Education
McMaster University 2012 — 2015
Master of Business Administration (M.B.A.)
University of Toronto - New College 2005 — 2009
Hon. BSc, Economics and Computer Science
Ford Motor Company January 2013 - April 2013
CONTAX June 2010 - April 2012
RBC Dominion Securities September 2009 - March 2010
Education
McMaster University 2012 — 2015
Master of Business Administration (M.B.A.)
University of Toronto - New College 2005 — 2009
Hon. BSc, Economics and Computer Science
Annika Lewis Annika Lewis's RBC Dominion Securities Experience May 2009 - August 2010
Job Senior Business Analyst at Capital One
Industry Financial Services
Experience
Capital One July 2013 - Present
Capital One September 2011 - July 2013
RBC Dominion Securities May 2009 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Data Analysis, Business Analysis, Business Strategy, Microsoft Excel, Strategy, Analysis, Economics, Corporate Finance
Education
McGill University 2007 — 2011
BCom, Finance, Math
Capital One July 2013 - Present
Capital One September 2011 - July 2013
RBC Dominion Securities May 2009 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Data Analysis, Business Analysis, Business Strategy, Microsoft Excel, Strategy, Analysis, Economics, Corporate Finance
Education
McGill University 2007 — 2011
BCom, Finance, Math
Jaimie Topp Jaimie Topp's RBC Dominion Securities Experience 2002 - 2005
Job Business Instructor at MTI Community College
Industry Higher Education
Experience
MTI Community College March 2015 - Present
Valley First Aid Training February 2014 - Present
Serenity Senior Services January 2014 - Present
Chartwell Seniors Housing REIT October 2012 - December 2013
Select First Aid Training May 2012 - September 2012
Select First Aid Training May 2012 - September 2012
St John Ambulance (Canada) January 2010 - February 2012
St. John Ambulance 2005 - February 2012
ICM Security February 2009 - December 2010
RBC Dominion Securities 2002 - 2005
Skills
Teaching, Customer Service, Microsoft Office, Social Media, Problem Solving, Public Speaking, Non-profits, Event Planning, Excel, Outlook, Public Relations, Volunteer Management, Supervisory Skills, Word, Administration, Advertising, PowerPoint, First Aid, Cpr Certified, Strategic Planning, Negotiation, Time Management, System Administration, Sales, Coaching, Customer Satisfaction, Nonprofits, Fundraising, Leadership, Event Management, Marketing, Management, Leadership Development, Microsoft Excel, Microsoft Word, Training, Marketing Communications, Market Research, Marketing Strategy, Policy, Social Networking, Team Leadership, Team Building, Small Business, Social Media Marketing, Entrepreneurship, Organizational..., Community Outreach, New Business Development
Education
St. John Ambulance 2000 — 2012
Level 3 Occupational First Aid Attendant
CanScribe 2008 — 2009
Certificate of Medical Transcription, Medical Transcription/Transcriptionist
Canadian Securities Institute 2003 — 2005
Canadian Securities Course, Investments and Securities
Okanagan College 1996 — 1997
Administration, Business Administration and Management, General
MTI Community College March 2015 - Present
Valley First Aid Training February 2014 - Present
Serenity Senior Services January 2014 - Present
Chartwell Seniors Housing REIT October 2012 - December 2013
Select First Aid Training May 2012 - September 2012
Select First Aid Training May 2012 - September 2012
St John Ambulance (Canada) January 2010 - February 2012
St. John Ambulance 2005 - February 2012
ICM Security February 2009 - December 2010
RBC Dominion Securities 2002 - 2005
Skills
Teaching, Customer Service, Microsoft Office, Social Media, Problem Solving, Public Speaking, Non-profits, Event Planning, Excel, Outlook, Public Relations, Volunteer Management, Supervisory Skills, Word, Administration, Advertising, PowerPoint, First Aid, Cpr Certified, Strategic Planning, Negotiation, Time Management, System Administration, Sales, Coaching, Customer Satisfaction, Nonprofits, Fundraising, Leadership, Event Management, Marketing, Management, Leadership Development, Microsoft Excel, Microsoft Word, Training, Marketing Communications, Market Research, Marketing Strategy, Policy, Social Networking, Team Leadership, Team Building, Small Business, Social Media Marketing, Entrepreneurship, Organizational..., Community Outreach, New Business Development
Education
St. John Ambulance 2000 — 2012
Level 3 Occupational First Aid Attendant
CanScribe 2008 — 2009
Certificate of Medical Transcription, Medical Transcription/Transcriptionist
Canadian Securities Institute 2003 — 2005
Canadian Securities Course, Investments and Securities
Okanagan College 1996 — 1997
Administration, Business Administration and Management, General
Perry Douglas Perry Douglas's RBC Dominion Securities Experience 1993 - 2003
Job CEO at Beyond Luxury Villas and Mont Rose Properties Ltd.
Industry Real Estate
Experience
Beyond Luxury Villas 2008 - Present
UBS Wealth Management Canada 2005 - 2008
AIC Private Portfolio Group 2003 - 2005
RBC Dominion Securities 1993 - 2003
Education
McGill University 1989 — 1991
BA, Political Economy & History
Beyond Luxury Villas 2008 - Present
UBS Wealth Management Canada 2005 - 2008
AIC Private Portfolio Group 2003 - 2005
RBC Dominion Securities 1993 - 2003
Education
McGill University 1989 — 1991
BA, Political Economy & History
Catherine Neville, PMP,RMP Catherine Neville, PMP,RMP's RBC Dominion Securities Experience October 2009 - August 2010
Job Volcker Program Manager at Bank of Montreal
Industry Financial Services
Experience
Bank of Montreal July 2014 - Present
BMO Capital Markets February 2012 - 2014
RBC Capital Markets August 2010 - December 2011
RBC Dominion Securities October 2009 - August 2010
INTRIA Items/ CIBC December 2008 - October 2009
RBC Dexia Investor Services 2007 - 2008
Castek Ltd 2006 - 2007
Royal and Sun Alliance October 2005 - July 2006
Manulife Financial Corporation / John Hancock 1999 - 2003
Manulife Financial 1994 - 2002
Skills
SDLC, Release Management, PMP, Program Management, Vendor Management, PMO, IT Strategy, Project Portfolio..., Requirements Analysis, Software Project..., Requirements Gathering, Change Management, Project Management, Business Analysis, Enterprise Architecture
Education
University of Toronto 1982 — 1985
BSC, Computer Science
Memorial University of Newfoundland
Mathematics
Bank of Montreal July 2014 - Present
BMO Capital Markets February 2012 - 2014
RBC Capital Markets August 2010 - December 2011
RBC Dominion Securities October 2009 - August 2010
INTRIA Items/ CIBC December 2008 - October 2009
RBC Dexia Investor Services 2007 - 2008
Castek Ltd 2006 - 2007
Royal and Sun Alliance October 2005 - July 2006
Manulife Financial Corporation / John Hancock 1999 - 2003
Manulife Financial 1994 - 2002
Skills
SDLC, Release Management, PMP, Program Management, Vendor Management, PMO, IT Strategy, Project Portfolio..., Requirements Analysis, Software Project..., Requirements Gathering, Change Management, Project Management, Business Analysis, Enterprise Architecture
Education
University of Toronto 1982 — 1985
BSC, Computer Science
Memorial University of Newfoundland
Mathematics
Scott Sandler Scott Sandler's RBC Dominion Securities Experience August 2015 - Present
Job Portfolio Manager at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities August 2015 - Present
Dundee Securities November 2002 - August 2015
Skills
Portfolio Management, Wealth Management, Equities, Investments, Capital Markets, Fixed Income Portfolio..., Fixed Income Analysis, Fixed Income, Master Scuba Diver
Education
McGill University 1994 — 1998
BA, English Language and Literature/Letters
RBC Dominion Securities August 2015 - Present
Dundee Securities November 2002 - August 2015
Skills
Portfolio Management, Wealth Management, Equities, Investments, Capital Markets, Fixed Income Portfolio..., Fixed Income Analysis, Fixed Income, Master Scuba Diver
Education
McGill University 1994 — 1998
BA, English Language and Literature/Letters
Brandon Morrison's RBC Dominion Securities Experience June 2001 - June 2003
Job Account Director, at Cineplex Digital Networks (Formerly EK3 Technologies).
Industry Marketing and Advertising
Experience
EK3 Technologies Inc. February 2008 - Present
RBC Royal Bank February 2006 - February 2008
RBC Royal Bank June 2003 - February 2006
RBC Dominion Securities June 2001 - June 2003
Skills
Advertising, Creative Strategy, Brand Management, Digital Marketing, Retail Marketing, Leadership, Marketing, Retail, Graphic Design, Digital Media, Account Management, Social Media Marketing, Marketing Communications, Online Marketing, Marketing Strategy, Project Management, Video Production, Brand Development, Creative Direction, Integrated Marketing
Education
McMaster University
Philosophy
EK3 Technologies Inc. February 2008 - Present
RBC Royal Bank February 2006 - February 2008
RBC Royal Bank June 2003 - February 2006
RBC Dominion Securities June 2001 - June 2003
Skills
Advertising, Creative Strategy, Brand Management, Digital Marketing, Retail Marketing, Leadership, Marketing, Retail, Graphic Design, Digital Media, Account Management, Social Media Marketing, Marketing Communications, Online Marketing, Marketing Strategy, Project Management, Video Production, Brand Development, Creative Direction, Integrated Marketing
Education
McMaster University
Philosophy
Elton Lau Elton Lau's RBC Dominion Securities Experience October 2005 - July 2011
Job Investment Consulting, Mercer
Industry Investment Management
Experience
Mercer August 2011 - Present
RBC Dominion Securities October 2005 - July 2011
RBC Dominion Securities August 2001 - October 2005
RBC Royal Trust January 2000 - April 2001
RBC Direct Investing May 1999 - January 2000
RBC December 1998 - May 1999
Skills
Mutual Funds, Research, Equities, Investments, Portfolio Management, Wealth Management, Due Diligence, Structured Products, ETFs, Investment Strategies, Alternative Investments, Asset Allocation, Strategic Financial..., Asset Management, Financial Advisory, Wealth, Investment Advisory, Financial Services, Hedge Funds, Investment Management, Pensions
Education
Queen's University 2003 — 2005
Masters of Business Administration, Executive MBA
University of Toronto 1994 — 1998
Bachelor of Science (B.Sc.)
Mercer August 2011 - Present
RBC Dominion Securities October 2005 - July 2011
RBC Dominion Securities August 2001 - October 2005
RBC Royal Trust January 2000 - April 2001
RBC Direct Investing May 1999 - January 2000
RBC December 1998 - May 1999
Skills
Mutual Funds, Research, Equities, Investments, Portfolio Management, Wealth Management, Due Diligence, Structured Products, ETFs, Investment Strategies, Alternative Investments, Asset Allocation, Strategic Financial..., Asset Management, Financial Advisory, Wealth, Investment Advisory, Financial Services, Hedge Funds, Investment Management, Pensions
Education
Queen's University 2003 — 2005
Masters of Business Administration, Executive MBA
University of Toronto 1994 — 1998
Bachelor of Science (B.Sc.)
Kristen Mejia Kristen Mejia's RBC Dominion Securities Experience March 2015 - Present
Job Associate at RBC Dominion Securities
Industry Banking
Experience
RBC Dominion Securities March 2015 - Present
TD Wealth Financial Planning June 2011 - March 2015
TD Canada Trust July 2009 - July 2011
TD Canada Trust April 2008 - July 2009
Skills
Relationship Management, Customer Service, Team Leadership, Wealth Management..., Problem Solving, Banking, Credit, Retail Banking, Mutual Funds, Loans, Consumer Lending, Leadership, Sales, Wealth Management, Investments
Education
Northern Alberta Institute of Technology
RBC Dominion Securities March 2015 - Present
TD Wealth Financial Planning June 2011 - March 2015
TD Canada Trust July 2009 - July 2011
TD Canada Trust April 2008 - July 2009
Skills
Relationship Management, Customer Service, Team Leadership, Wealth Management..., Problem Solving, Banking, Credit, Retail Banking, Mutual Funds, Loans, Consumer Lending, Leadership, Sales, Wealth Management, Investments
Education
Northern Alberta Institute of Technology
Hilary Carter Hilary Carter's RBC Dominion Securities Experience September 1996 - September 1997
Job Digital & Social Media Consultant & Founder, InTune Communications
Industry Management Consulting
Experience
InTune Communications February 2013 - Present
DK Consultancy April 2004 - March 2014
UBS Bank (Canada) February 1999 - February 2004
Franklin Templeton Investments May 1998 - February 1999
RBC Dominion Securities September 1996 - September 1997
Education
London School of Economics and Political Science 1996 — 1997
MSc, Management
Queen's University 1991 — 1995
B.A.H., Political Studies
InTune Communications February 2013 - Present
DK Consultancy April 2004 - March 2014
UBS Bank (Canada) February 1999 - February 2004
Franklin Templeton Investments May 1998 - February 1999
RBC Dominion Securities September 1996 - September 1997
Education
London School of Economics and Political Science 1996 — 1997
MSc, Management
Queen's University 1991 — 1995
B.A.H., Political Studies
Sam Simurda's RBC Dominion Securities Experience June 2012 - August 2012
Job Master of Financial Economics Candidate, 2017 Department of Economics & Rotman School of Management
Industry Financial Services
Experience
Queen's Economics Investment Council September 2012 - Present
Queen's Economics Department April 2014 - Present
Panasonic August 2014 - September 2014
Manulife Financial August 2014 - August 2014
Galrich Construction Corporation May 2014 - July 2014
Galrich Construction Corporation June 2013 - August 2013
RBC Dominion Securities June 2012 - August 2012
Skills
Mathematics, Economics, Computer Proficiency, Computer Hardware, Information Technology, Music Production, Strategy, Leadership, Analysis, Management, Event Planning, Data Analysis
Education
University of Toronto 2015 — 2016
Master’s Degree, MFE - Masters of Financial Economics, Candidate, attending first year in Fall 2015
Queen's University 2011 — 2015
Bachelor’s Degree, Economics, Mathematics
Queen's Economics Investment Council September 2012 - Present
Queen's Economics Department April 2014 - Present
Panasonic August 2014 - September 2014
Manulife Financial August 2014 - August 2014
Galrich Construction Corporation May 2014 - July 2014
Galrich Construction Corporation June 2013 - August 2013
RBC Dominion Securities June 2012 - August 2012
Skills
Mathematics, Economics, Computer Proficiency, Computer Hardware, Information Technology, Music Production, Strategy, Leadership, Analysis, Management, Event Planning, Data Analysis
Education
University of Toronto 2015 — 2016
Master’s Degree, MFE - Masters of Financial Economics, Candidate, attending first year in Fall 2015
Queen's University 2011 — 2015
Bachelor’s Degree, Economics, Mathematics
Christine Smeeton Christine Smeeton's RBC Dominion Securities Experience January 1996 - January 1998
Job Chartered Accountant
Industry Financial Services
Experience
PEDIATRIC ONCOLOGY GROUP OF ONTARIO (POGO) January 2005 - April 2013
BMO Nesbitt Burns January 2001 - January 2002
BMO Nesbitt Burns January 1998 - January 2001
RBC Dominion Securities January 1996 - January 1998
Deloitte & Touche January 1995 - January 1996
BDO Canada January 1993 - January 1995
Skills
Finance, Management, Accounting, Capital Markets, Portfolio Management, Valuation, Investments, Banking, Strategic Planning, Marketing Strategy
Education
University of Toronto - Rotman School of Management 2010 — 2010
Initiative for Women in Business - Back to Work Program
Queen's University 1988 — 1992
Honours Bachelor of Commerce
PEDIATRIC ONCOLOGY GROUP OF ONTARIO (POGO) January 2005 - April 2013
BMO Nesbitt Burns January 2001 - January 2002
BMO Nesbitt Burns January 1998 - January 2001
RBC Dominion Securities January 1996 - January 1998
Deloitte & Touche January 1995 - January 1996
BDO Canada January 1993 - January 1995
Skills
Finance, Management, Accounting, Capital Markets, Portfolio Management, Valuation, Investments, Banking, Strategic Planning, Marketing Strategy
Education
University of Toronto - Rotman School of Management 2010 — 2010
Initiative for Women in Business - Back to Work Program
Queen's University 1988 — 1992
Honours Bachelor of Commerce
Roger Brown III's RBC Dominion Securities Experience October 2008 - August 2009
Job Relationship Manager Commercial Real Estate Banking at Scotiabank Rotman MFin '16 Candidate
Industry Financial Services
Experience
Scotiabank October 2013 - Present
Scotiabank August 2011 - August 2013
Scotiabank December 2010 - August 2011
RBC Dominion Securities October 2008 - August 2009
State Street May 2008 - August 2008
Skills
Financial Modeling, Credit, Credit Risk, Relationship Management, Underwriting, Financial Analysis, Philanthropy, Community Development, Fundraising, Investments, Strategic Planning, Business Analysis, Analysis, Risk Management, Banking, Leadership, Loans, Financial Services, Financial Risk, Due Diligence, Mutual Funds, Accounting, Commercial Banking, Financial Markets, Strategic Financial..., Portfolio Management, Finance, Customer Service, Team Leadership, Microsoft Office, Management, Teamwork, CRM, Research, Corporate Finance, Credit Analysis, Valuation
Education
University of Toronto - Rotman School of Management 2014 — 2016
Master of Finance
McMaster University 2005 — 2009
Hons. BComm minor in Economics, Finance
Scotiabank October 2013 - Present
Scotiabank August 2011 - August 2013
Scotiabank December 2010 - August 2011
RBC Dominion Securities October 2008 - August 2009
State Street May 2008 - August 2008
Skills
Financial Modeling, Credit, Credit Risk, Relationship Management, Underwriting, Financial Analysis, Philanthropy, Community Development, Fundraising, Investments, Strategic Planning, Business Analysis, Analysis, Risk Management, Banking, Leadership, Loans, Financial Services, Financial Risk, Due Diligence, Mutual Funds, Accounting, Commercial Banking, Financial Markets, Strategic Financial..., Portfolio Management, Finance, Customer Service, Team Leadership, Microsoft Office, Management, Teamwork, CRM, Research, Corporate Finance, Credit Analysis, Valuation
Education
University of Toronto - Rotman School of Management 2014 — 2016
Master of Finance
McMaster University 2005 — 2009
Hons. BComm minor in Economics, Finance
Benedicta Chan Benedicta Chan's RBC Dominion Securities Experience 2012 - 2013
Job Development Intern
Industry Real Estate
Experience
PCI Group May 2015 - Present
ACL August 2014 - January 2015
International Business Conference April 2012 - April 2014
International Business Conference April 2012 - April 2013
EXPRESS April 2012 - January 2013
The University of British Columbia 2012 - 2013
SpringTern 2012 - 2013
RBC Dominion Securities 2012 - 2013
Centerplate 2012 - 2013
Direct Sales Force 2012 - 2012
Skills
Event Planning, Team Leadership, Non-profits, Social Media Marketing, Public Speaking, Social Media, Microsoft Office, Public Relations, Editing, Microsoft Excel, PowerPoint, Time Management, Customer Service, Teamwork, Fundraising, Data Analysis, Teaching, Spanish, Sales
Education
The University of British Columbia 2011 — 2015
Bachelor's Degree, Real Estate and Marketing
National University of Singapore 2014 — 2014
Bachelor's Degree, Focused studies on Communications and Marketing
Burnaby North Secondary School 2006 — 2011
High School Diploma, Business/Commerce, General
Saint John's Ambulance - CPR Level C
Serving it Right Certificate
PCI Group May 2015 - Present
ACL August 2014 - January 2015
International Business Conference April 2012 - April 2014
International Business Conference April 2012 - April 2013
EXPRESS April 2012 - January 2013
The University of British Columbia 2012 - 2013
SpringTern 2012 - 2013
RBC Dominion Securities 2012 - 2013
Centerplate 2012 - 2013
Direct Sales Force 2012 - 2012
Skills
Event Planning, Team Leadership, Non-profits, Social Media Marketing, Public Speaking, Social Media, Microsoft Office, Public Relations, Editing, Microsoft Excel, PowerPoint, Time Management, Customer Service, Teamwork, Fundraising, Data Analysis, Teaching, Spanish, Sales
Education
The University of British Columbia 2011 — 2015
Bachelor's Degree, Real Estate and Marketing
National University of Singapore 2014 — 2014
Bachelor's Degree, Focused studies on Communications and Marketing
Burnaby North Secondary School 2006 — 2011
High School Diploma, Business/Commerce, General
Saint John's Ambulance - CPR Level C
Serving it Right Certificate
Shane McCooeye, CIM's RBC Dominion Securities Experience June 2010 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities June 2010 - Present
Edward Jones Investments April 2009 - June 2010
TD Waterhouse January 2005 - February 2009
Skills
Estate Planning, Financial Planning, Portfolio Management, Wealth Management, Asset Management, Strategic Financial...
Education
Northern Alberta Institute of Technology 2000 — 2002
Business, Finance & Marketing
RBC Dominion Securities June 2010 - Present
Edward Jones Investments April 2009 - June 2010
TD Waterhouse January 2005 - February 2009
Skills
Estate Planning, Financial Planning, Portfolio Management, Wealth Management, Asset Management, Strategic Financial...
Education
Northern Alberta Institute of Technology 2000 — 2002
Business, Finance & Marketing
Grant Rasmussen's RBC Dominion Securities Experience May 1994 - September 1999
Job Senior Vice President, Regional Head, Ontario at CIBC Retail Bank
Industry Financial Services
Experience
CIBC March 2013 - Present
GreatWave Capital February 2012 - February 2013
Viacash February 2012 - February 2013
UBS January 2004 - May 2011
Royal Bank of Canada February 2002 - January 2004
RBC October 2000 - January 2002
VIP Private Capital October 1999 - September 2000
RBC Dominion Securities May 1994 - September 1999
American Express June 1987 - May 1994
Skills
Wealth Management, Financial Advisory, Alternative Investments, Emerging Markets, Hedge Funds, Financial Markets, Investment Banking, Portfolio Management, Capital Markets, Mutual Funds
Education
York University - Schulich School of Business 1988 — 1993
MBA, Finance and Marketing
Queen's University 1983 — 1987
BComm, Marketing & Finance
Markham District High School 1978 — 1983
CIBC March 2013 - Present
GreatWave Capital February 2012 - February 2013
Viacash February 2012 - February 2013
UBS January 2004 - May 2011
Royal Bank of Canada February 2002 - January 2004
RBC October 2000 - January 2002
VIP Private Capital October 1999 - September 2000
RBC Dominion Securities May 1994 - September 1999
American Express June 1987 - May 1994
Skills
Wealth Management, Financial Advisory, Alternative Investments, Emerging Markets, Hedge Funds, Financial Markets, Investment Banking, Portfolio Management, Capital Markets, Mutual Funds
Education
York University - Schulich School of Business 1988 — 1993
MBA, Finance and Marketing
Queen's University 1983 — 1987
BComm, Marketing & Finance
Markham District High School 1978 — 1983
Andy Geddes's RBC Dominion Securities Experience May 1983 - March 1991
Job Vice President, Portfolio Manager BMO Nesbitt Burns Inc.
Industry Investment Management
Experience
BMO Nesbitt Burns Inc. March 1991 - Present
RBC Dominion Securities May 1983 - March 1991
Skills
High Net Worth..., Investment Strategies, Wealth Management, Investments, Portfolio Management, Investment Management, Mutual Funds, Asset Management, Equities, Securities, Asset Allocation, ETFs, Investment Advisory
Education
University of Windsor 1981 — 1983
B.Comm - Bachelor of Commerce
McMaster University 1978 — 1981
B.A. - Bachelor of Arts
BMO Nesbitt Burns Inc. March 1991 - Present
RBC Dominion Securities May 1983 - March 1991
Skills
High Net Worth..., Investment Strategies, Wealth Management, Investments, Portfolio Management, Investment Management, Mutual Funds, Asset Management, Equities, Securities, Asset Allocation, ETFs, Investment Advisory
Education
University of Windsor 1981 — 1983
B.Comm - Bachelor of Commerce
McMaster University 1978 — 1981
B.A. - Bachelor of Arts
Umer Rafiq Umer Rafiq's RBC Dominion Securities Experience August 2011 - December 2011
Job Key Account Manager
Industry Consumer Goods
Experience
RB April 2014 - Present
RB May 2013 - April 2014
Mac Investment Club April 2012 - May 2013
Reckitt Benckiser May 2012 - August 2012
Mac Investment Club September 2011 - March 2012
RBC Dominion Securities August 2011 - December 2011
Naqvi and Associates LL.M's May 2010 - September 2010
Skills
Investments, Finance, Microsoft Excel, Bloomberg, Strategic Planning, Valuation, Sales
Education
McMaster University 2009 — 2013
Honours Bachelor of Commerce, Finance, General
Appleby College 2003 — 2009
RB April 2014 - Present
RB May 2013 - April 2014
Mac Investment Club April 2012 - May 2013
Reckitt Benckiser May 2012 - August 2012
Mac Investment Club September 2011 - March 2012
RBC Dominion Securities August 2011 - December 2011
Naqvi and Associates LL.M's May 2010 - September 2010
Skills
Investments, Finance, Microsoft Excel, Bloomberg, Strategic Planning, Valuation, Sales
Education
McMaster University 2009 — 2013
Honours Bachelor of Commerce, Finance, General
Appleby College 2003 — 2009
Caroline Tuchscherer's RBC Dominion Securities Experience April 2000 - September 2010
Job Commercial Account Manager at BMO Bank of montreal
Industry Financial Services
Experience
BMO Bank of Montreal September 2015 - Present
GE Capital May 2013 - April 2015
RBC Dominion Securities April 2000 - September 2010
RBC Dominion Securities December 1997 - March 2000
DPM (Acquired by Assante) December 1996 - December 1997
Dessau April 1995 - August 1996
Skills
Investments, Asset Management, Financial Planning, Portfolio Management, Wealth Management, Asset Allocation, Strategic Planning, Risk Management, Succession Planning, Customer Relations, Mutual Funds, New Business Development, Marketing Strategy, Insurance, Customer Service, Retirement Planning, Strategic Financial..., Investment Advisory, Capital Markets, Management, Business Development
Education
Toastmaster 2009 — 2009
Ecole de Karate André Gilbert, Montreal (Quebec) 2000 — 2009
Black Belt, Karate
YMCA - FIT class 2007 — 2007
McGill University 1993 — 1995
MA, Economics
Concordia University 1990 — 1993
B.A., Economics
University of Massachusetts, Amherst 1989 — 1990
B.A., Economics
Associated Schools, Miami, FL 1986 — 1989
Certificate, Tourism
Medway High School, MA 1986 — 1989
High School Diploma, General
BMO Bank of Montreal September 2015 - Present
GE Capital May 2013 - April 2015
RBC Dominion Securities April 2000 - September 2010
RBC Dominion Securities December 1997 - March 2000
DPM (Acquired by Assante) December 1996 - December 1997
Dessau April 1995 - August 1996
Skills
Investments, Asset Management, Financial Planning, Portfolio Management, Wealth Management, Asset Allocation, Strategic Planning, Risk Management, Succession Planning, Customer Relations, Mutual Funds, New Business Development, Marketing Strategy, Insurance, Customer Service, Retirement Planning, Strategic Financial..., Investment Advisory, Capital Markets, Management, Business Development
Education
Toastmaster 2009 — 2009
Ecole de Karate André Gilbert, Montreal (Quebec) 2000 — 2009
Black Belt, Karate
YMCA - FIT class 2007 — 2007
McGill University 1993 — 1995
MA, Economics
Concordia University 1990 — 1993
B.A., Economics
University of Massachusetts, Amherst 1989 — 1990
B.A., Economics
Associated Schools, Miami, FL 1986 — 1989
Certificate, Tourism
Medway High School, MA 1986 — 1989
High School Diploma, General
Debbie Oziel Debbie Oziel's RBC Dominion Securities Experience April 2007 - June 2007
Job Human Resources / Office Manager at CrediFi
Industry Financial Services
Experience
CrediFi May 2014 - Present
Virtual Assistant Israel March 2013 - July 2014
GoSephardic October 2011 - December 2012
Pathways Israel/ Darche Noam Institutions June 2008 - March 2011
TD June 2007 - December 2007
RBC Dominion Securities April 2007 - June 2007
Azrieli Group / Canpro Investments June 2006 - September 2006
Skills
Hebrew, Public Speaking, Social Media, Facebook, Microsoft Word, Microsoft Excel, Event Planning, MailChimp, Outstanding..., Experiential Learning, Social Networking, Constant Contact, Nonprofits, Recruiting, Multitasking Skills, Events Organizer, Editing, Community Outreach, Event Management, Administration, Newsletters, Fundraising, Volunteer Management, Events Organisation, Blogging, Commercial Real Estate, Big Data, SaaS, Salesforce.com
Education
McGill University 2004 — 2007
Bachelor of Arts (B.A.)
The Hebrew University 2005 — 2006
Junior Year Abroad
CrediFi May 2014 - Present
Virtual Assistant Israel March 2013 - July 2014
GoSephardic October 2011 - December 2012
Pathways Israel/ Darche Noam Institutions June 2008 - March 2011
TD June 2007 - December 2007
RBC Dominion Securities April 2007 - June 2007
Azrieli Group / Canpro Investments June 2006 - September 2006
Skills
Hebrew, Public Speaking, Social Media, Facebook, Microsoft Word, Microsoft Excel, Event Planning, MailChimp, Outstanding..., Experiential Learning, Social Networking, Constant Contact, Nonprofits, Recruiting, Multitasking Skills, Events Organizer, Editing, Community Outreach, Event Management, Administration, Newsletters, Fundraising, Volunteer Management, Events Organisation, Blogging, Commercial Real Estate, Big Data, SaaS, Salesforce.com
Education
McGill University 2004 — 2007
Bachelor of Arts (B.A.)
The Hebrew University 2005 — 2006
Junior Year Abroad
Jennifer Barr, CIM, FCSI Jennifer Barr, CIM, FCSI's RBC Dominion Securities Experience April 1992 - Present
Job Vice President, Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities April 1992 - Present
Skills
Portfolio Management, Investment Strategies, Wealth Management, Retirement Planning, Estate Planning, Asset Management, Investments, Retirement, Securities, Investment Advisory, Asset Allocation, Mutual Funds, High Net Worth..., Wealth, Insurance, Equities, Fixed Income, Bonds, Options, ETFs, Charitable Giving, Finance, Investment Management, Wealth Management..., Alternative Investments, Financial Advisory, Strategic Financial..., Personal Financial..., Hedge Funds, Capital Markets, Financial Services, Stocks, Pensions, Financial Markets, Derivatives, Trading, Relationship Management, Tax-advantaged..., Financial Modeling, Financial Planners, Financial Planning
Education
McMaster University 1985 — 1989
Bachelor of Arts (B.A.), Economics and Psychology
Leaside High
ScotiaMcLeod
ScotiaMcLeod
RBC Dominion Securities April 1992 - Present
Skills
Portfolio Management, Investment Strategies, Wealth Management, Retirement Planning, Estate Planning, Asset Management, Investments, Retirement, Securities, Investment Advisory, Asset Allocation, Mutual Funds, High Net Worth..., Wealth, Insurance, Equities, Fixed Income, Bonds, Options, ETFs, Charitable Giving, Finance, Investment Management, Wealth Management..., Alternative Investments, Financial Advisory, Strategic Financial..., Personal Financial..., Hedge Funds, Capital Markets, Financial Services, Stocks, Pensions, Financial Markets, Derivatives, Trading, Relationship Management, Tax-advantaged..., Financial Modeling, Financial Planners, Financial Planning
Education
McMaster University 1985 — 1989
Bachelor of Arts (B.A.), Economics and Psychology
Leaside High
ScotiaMcLeod
ScotiaMcLeod
Christine Morin-Higgs's RBC Dominion Securities Experience January 1994 - Present
Job The Morin Higgs Wealth Management Group | Discretionary Portfolio Manager | 23 years | High Net Worth Clients
Industry Investment Management
Experience
RBC Dominion Securities January 1994 - Present
Skills
Portfolio Management, Wealth Management, Investment Strategies, Investment Advisory, Wealth Management..., Investment Management, ETFs, Asset Allocation, Mutual Funds, Equities, Bonds, Alternative Investments, Retirement Planning, High Net Worth..., Asset Management
Education
Queen's University
Honors Economics
RBC Dominion Securities January 1994 - Present
Skills
Portfolio Management, Wealth Management, Investment Strategies, Investment Advisory, Wealth Management..., Investment Management, ETFs, Asset Allocation, Mutual Funds, Equities, Bonds, Alternative Investments, Retirement Planning, High Net Worth..., Asset Management
Education
Queen's University
Honors Economics
Shelley Knox, CIM's RBC Dominion Securities Experience June 2007 - Present
Job Associate Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities June 2007 - Present
Skills
Investment Advisory, Wealth Management, Retirement Planning, Investment Strategies, Investments, Securities, Mutual Funds, Equities, Portfolio Management, Financial Analysis
Education
University of Toronto 2003 — 2005
Certificate in Financial Analysis & Investment Management
McGill University 1991 — 1995
RBC Dominion Securities June 2007 - Present
Skills
Investment Advisory, Wealth Management, Retirement Planning, Investment Strategies, Investments, Securities, Mutual Funds, Equities, Portfolio Management, Financial Analysis
Education
University of Toronto 2003 — 2005
Certificate in Financial Analysis & Investment Management
McGill University 1991 — 1995
Chris Durward Chris Durward's RBC Dominion Securities Experience August 1997 - Present
Job Vice President & Portfolio Manager at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities August 1997 - Present
Skills
Cash management for..., Retirement Planning, Portfolio Management, Financial Planning, Client Service, Asset Management, Strategic Financial..., Investments, Hedge Funds, Fixed Income, Mutual Funds, Wealth Management, Investment Management, Investment Advisory, Retirement, Investment Strategies, Financial Advisory, Securities, Asset Allocation, High Net Worth..., Wealth, Financial Planners, Estate Planning, Alternative Investments, Equities, Client Services
Education
Financial Planning Standards Council 2003 — 2003
CFP, Financial Planning
Canadian Securities Institute 2000 — 2000
CIM - Chartered Investment Manager
McMaster University 1994 — 1997
BA, Economics
RBC Dominion Securities August 1997 - Present
Skills
Cash management for..., Retirement Planning, Portfolio Management, Financial Planning, Client Service, Asset Management, Strategic Financial..., Investments, Hedge Funds, Fixed Income, Mutual Funds, Wealth Management, Investment Management, Investment Advisory, Retirement, Investment Strategies, Financial Advisory, Securities, Asset Allocation, High Net Worth..., Wealth, Financial Planners, Estate Planning, Alternative Investments, Equities, Client Services
Education
Financial Planning Standards Council 2003 — 2003
CFP, Financial Planning
Canadian Securities Institute 2000 — 2000
CIM - Chartered Investment Manager
McMaster University 1994 — 1997
BA, Economics
Kathy Findlay Kathy Findlay's RBC Dominion Securities Experience July 2002 - Present
Job Vice President & Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities July 2002 - Present
Peterson Findlay Capital Inc. February 1996 - July 2002
Statistics Canada September 1990 - January 1996
Skills
Organizational..., Business Analytics, Strategic Planning, Investment Strategies, Wealth Management, Investment Advisory, Portfolio Management
Education
McMaster University 1989 — 1990
MA, Quantitative Methods
The University of British Columbia 1984 — 1988
Bachelor of Arts, Economics
RBC Dominion Securities July 2002 - Present
Peterson Findlay Capital Inc. February 1996 - July 2002
Statistics Canada September 1990 - January 1996
Skills
Organizational..., Business Analytics, Strategic Planning, Investment Strategies, Wealth Management, Investment Advisory, Portfolio Management
Education
McMaster University 1989 — 1990
MA, Quantitative Methods
The University of British Columbia 1984 — 1988
Bachelor of Arts, Economics
Lilly Kazaz Lilly Kazaz's RBC Dominion Securities Experience September 1997 - Present
Job Vice President, Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities September 1997 - Present
CIBC World Markets January 1992 - August 1997
Education
CFA Institute 1995 — 1997
Chartered Financial Analyst
York University - Schulich School of Business 1990 — 1992
MBA
McGill University 1987 — 1990
BA, Great Distinction, English Literature
RBC Dominion Securities September 1997 - Present
CIBC World Markets January 1992 - August 1997
Education
CFA Institute 1995 — 1997
Chartered Financial Analyst
York University - Schulich School of Business 1990 — 1992
MBA
McGill University 1987 — 1990
BA, Great Distinction, English Literature
Adam Pace's RBC Dominion Securities Experience 2008 - January 2010
Job
Industry Investment Management
Experience
Brightside Capital 2010 - Present
RBC Dominion Securities 2008 - January 2010
TD Waterhouse Private Investment Advice December 2009 - 2010
Xerox Canada 2004 - 2008
Skills
Investments, Alternative Investments, Wealth Management, New Business Development, Strategic Financial...
Education
Queen's University 1999 — 2003
BA
Humber Institute of Technology and Advanced Learning
Post-Graduate Diploma, Supply Chain Management
Brightside Capital 2010 - Present
RBC Dominion Securities 2008 - January 2010
TD Waterhouse Private Investment Advice December 2009 - 2010
Xerox Canada 2004 - 2008
Skills
Investments, Alternative Investments, Wealth Management, New Business Development, Strategic Financial...
Education
Queen's University 1999 — 2003
BA
Humber Institute of Technology and Advanced Learning
Post-Graduate Diploma, Supply Chain Management
Seemal Saif's RBC Dominion Securities Experience August 2008 - Present
Job Analyst at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities August 2008 - Present
ILO September 2007 - November 2007
Education
McGill University 2004 — 2007
BComm, Finance
RBC Dominion Securities August 2008 - Present
ILO September 2007 - November 2007
Education
McGill University 2004 — 2007
BComm, Finance
Mark Wacyk's RBC Dominion Securities Experience January 2006 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities January 2006 - Present
Akara Corporation March 2000 - September 2003
Cambrian Systems January 1998 - January 2000
Nortel Networks January 1994 - November 1998
Education
University of Ottawa 1991 — 1993
MBA
McMaster University 1980 — 1984
B.Sc., Computer Science
RBC Dominion Securities January 2006 - Present
Akara Corporation March 2000 - September 2003
Cambrian Systems January 1998 - January 2000
Nortel Networks January 1994 - November 1998
Education
University of Ottawa 1991 — 1993
MBA
McMaster University 1980 — 1984
B.Sc., Computer Science
Alexander Cheng, CA MBA's RBC Dominion Securities Experience June 2013 - June 2014
Job Senior Manager, Finance at Sprott Inc.
Industry Accounting
Experience
Sprott Inc. June 2014 - Present
RBC Dominion Securities June 2013 - June 2014
RBC Capital Markets November 2010 - May 2013
Grant Thornton September 2007 - October 2010
Research in Motion January 2006 - May 2006
Intier Automotive July 2003 - August 2004
Skills
Analysis, Auditing, Financial Reporting, Process Improvement, Financial Modeling, Financial Accounting, Financial Analysis
Education
McMaster University 2005 — 2007
MBA, Business Administration
University of Toronto 2000 — 2005
BASc., Engineering and Applied Sciences
Institute of Chartered Accountants of Ontario
Chartered Accountant
Hts
Sprott Inc. June 2014 - Present
RBC Dominion Securities June 2013 - June 2014
RBC Capital Markets November 2010 - May 2013
Grant Thornton September 2007 - October 2010
Research in Motion January 2006 - May 2006
Intier Automotive July 2003 - August 2004
Skills
Analysis, Auditing, Financial Reporting, Process Improvement, Financial Modeling, Financial Accounting, Financial Analysis
Education
McMaster University 2005 — 2007
MBA, Business Administration
University of Toronto 2000 — 2005
BASc., Engineering and Applied Sciences
Institute of Chartered Accountants of Ontario
Chartered Accountant
Hts
Ali Hasnain's RBC Dominion Securities Experience 1997 - 1999
Job Project Manager, EPAP
Industry Wholesale
Experience
Eclipse Regulatory Compliance Specialists March 2011 - Present
Alberta Energy Regulatory (AER, formerly ERCB) May 2008 - February 2011
Agrium Inc. January 2006 - May 2008
Merrill Lynch 1999 - 2006
RBC Dominion Securities 1997 - 1999
Skills
Auditing, Internal Audit, Leadership, Strategic Financial..., Business Process..., Business Analysis, Process Improvement, Sarbanes-Oxley Act, Financial Analysis, Business Process, Energy, Project Management
Education
Institute of Internal Auditors (IIA) 2007 — 2013
Certified Internal Auditor (CIA) and Certified in Risk Management Assurance (CRMA), Audit, Accounting, IT
Information Systems Audit and Control Association 2007 — 2007
Certified Information Systems Auditor (CISA), Key aspects of IT related risks and controls.
McGill University 1992 — 1996
BA, Economics
Eclipse Regulatory Compliance Specialists March 2011 - Present
Alberta Energy Regulatory (AER, formerly ERCB) May 2008 - February 2011
Agrium Inc. January 2006 - May 2008
Merrill Lynch 1999 - 2006
RBC Dominion Securities 1997 - 1999
Skills
Auditing, Internal Audit, Leadership, Strategic Financial..., Business Process..., Business Analysis, Process Improvement, Sarbanes-Oxley Act, Financial Analysis, Business Process, Energy, Project Management
Education
Institute of Internal Auditors (IIA) 2007 — 2013
Certified Internal Auditor (CIA) and Certified in Risk Management Assurance (CRMA), Audit, Accounting, IT
Information Systems Audit and Control Association 2007 — 2007
Certified Information Systems Auditor (CISA), Key aspects of IT related risks and controls.
McGill University 1992 — 1996
BA, Economics
Douglas McTavish's RBC Dominion Securities Experience September 1966 - September 1982
Job Managing Director at R.W.Pressprich
Industry Financial Services
Experience
R.W.Pressprich February 1996 - Present
Prudential Securities June 1984 - February 1996
Euro Brokers Harlow September 1982 - June 1984
RBC Dominion Securities September 1966 - September 1982
Education
McGill University 1963 — 1966
B Comm.
R.W.Pressprich February 1996 - Present
Prudential Securities June 1984 - February 1996
Euro Brokers Harlow September 1982 - June 1984
RBC Dominion Securities September 1966 - September 1982
Education
McGill University 1963 — 1966
B Comm.
Derek Hauber's RBC Dominion Securities Experience April 2006 - Present
Job Associate Investment Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities April 2006 - Present
Education
McMaster University 1993 — 1997
Bachelor of Arts (BA)
RBC Dominion Securities April 2006 - Present
Education
McMaster University 1993 — 1997
Bachelor of Arts (BA)
Carlos Pineda's RBC Dominion Securities Experience June 2004 - December 2004
Job Executive Director, International Execution, Latin America at CIBC World Markets
Industry Banking
Experience
CIBC World Markets February 2013 - Present
CIBC January 2012 - February 2013
CIBC October 2010 - December 2011
CIBC March 2005 - October 2010
RBC Dominion Securities June 2004 - December 2004
Citibank June 2000 - December 2002
Siemens May 1999 - June 2000
Skills
Mergers, Acquisitions, Divestitures, Capital Markets, Financial Modeling, Valuation, Portfolio Management, Investments, Equities, Corporate Finance, Financial Analysis, Wealth Management, Risk Management, Mergers & Acquisitions
Education
Simon Fraser University 2003 — 2005
MBA
Pontificia Universidad Javeriana 1994 — 1999
Bachelor, Industrial Engineering
Colegio Andino
CIBC World Markets February 2013 - Present
CIBC January 2012 - February 2013
CIBC October 2010 - December 2011
CIBC March 2005 - October 2010
RBC Dominion Securities June 2004 - December 2004
Citibank June 2000 - December 2002
Siemens May 1999 - June 2000
Skills
Mergers, Acquisitions, Divestitures, Capital Markets, Financial Modeling, Valuation, Portfolio Management, Investments, Equities, Corporate Finance, Financial Analysis, Wealth Management, Risk Management, Mergers & Acquisitions
Education
Simon Fraser University 2003 — 2005
MBA
Pontificia Universidad Javeriana 1994 — 1999
Bachelor, Industrial Engineering
Colegio Andino
Susan Andrighetti's RBC Dominion Securities Experience 1987 - 1990
Job First Vice President, Investment Advisor at CIBC Wood Gundy
Industry Investment Management
Experience
CIBC Wood Gundy July 1991 - Present
Merrill Lynch Canada 1997 - 2001
Midland Walwyn 1990 - 1997
RBC Dominion Securities 1987 - 1990
Skills
Investment Advisory
Education
McMaster University 1979 — 1983
CIBC Wood Gundy July 1991 - Present
Merrill Lynch Canada 1997 - 2001
Midland Walwyn 1990 - 1997
RBC Dominion Securities 1987 - 1990
Skills
Investment Advisory
Education
McMaster University 1979 — 1983
Pippa Sargent's RBC Dominion Securities Experience 1996 - 2004
Job Investment Advisor and Certified Retirement Specialist at TD Wealth Private Investment Advice
Industry Financial Services
Experience
TD Wealth Private Investment Advice 2004 - Present
RBC Dominion Securities 1996 - 2004
Richardson Greenshields 1988 - 1996
Skills
Wealth Management, Portfolio Management, Mutual Funds, Investments, Banking, Investment Advisory, Equities, Fixed Income, Retirement Planning, Strategic Financial..., Credit, Investment Strategies
Education
McGill University 1979 — 1984
Bachelor of Arts (BA), Art History
TD Wealth Private Investment Advice 2004 - Present
RBC Dominion Securities 1996 - 2004
Richardson Greenshields 1988 - 1996
Skills
Wealth Management, Portfolio Management, Mutual Funds, Investments, Banking, Investment Advisory, Equities, Fixed Income, Retirement Planning, Strategic Financial..., Credit, Investment Strategies
Education
McGill University 1979 — 1984
Bachelor of Arts (BA), Art History
Andrew McKinney's RBC Dominion Securities Experience 1993 - 2000
Job VicePresident, Wealth Management Technology at CIBC
Industry Financial Services
Experience
CIBC November 2013 - Present
CIBC December 2012 - November 2013
CIBC August 2008 - December 2012
Richardson Partners Financial Ltd. January 2004 - August 2008
Fidelity Investments January 2002 - January 2004
Fidelity Investments March 2000 - January 2002
RBC Dominion Securities 1993 - 2000
Skills
Integration, Risk Management, Business Analysis, Project Delivery, Vendor Management, Change Management, Leadership, Project Management, Enterprise Architecture, SDLC, Management, Web Development, Disaster Recovery, Strategic Planning, PMO
Education
Queen's University 1991 — 1995
BSc (Honours), Physics, Chemistry
CIBC November 2013 - Present
CIBC December 2012 - November 2013
CIBC August 2008 - December 2012
Richardson Partners Financial Ltd. January 2004 - August 2008
Fidelity Investments January 2002 - January 2004
Fidelity Investments March 2000 - January 2002
RBC Dominion Securities 1993 - 2000
Skills
Integration, Risk Management, Business Analysis, Project Delivery, Vendor Management, Change Management, Leadership, Project Management, Enterprise Architecture, SDLC, Management, Web Development, Disaster Recovery, Strategic Planning, PMO
Education
Queen's University 1991 — 1995
BSc (Honours), Physics, Chemistry
Andrew Root's RBC Dominion Securities Experience May 1994 - June 1996
Job Director of Research at Macquarie Group
Industry Capital Markets
Experience
Macquarie Group August 2015 - Present
Macquarie Group February 2011 - Present
Alkeon Capital Management 2007 - January 2011
OTA Asset Management 2005 - 2007
Goldman Sachs 1996 - 2005
Goldman Sachs Group 1996 - 2005
RBC Dominion Securities May 1994 - June 1996
Education
Regent University 1992 — 1994
MBA
McMaster University 1988 — 1992
Bachelor of Science (B.Sc.), Biochemistry
Macquarie Group August 2015 - Present
Macquarie Group February 2011 - Present
Alkeon Capital Management 2007 - January 2011
OTA Asset Management 2005 - 2007
Goldman Sachs 1996 - 2005
Goldman Sachs Group 1996 - 2005
RBC Dominion Securities May 1994 - June 1996
Education
Regent University 1992 — 1994
MBA
McMaster University 1988 — 1992
Bachelor of Science (B.Sc.), Biochemistry
Dan Cohn-Sfetcu's RBC Dominion Securities Experience September 1994 - January 2000
Job at The Carlyle Group
Industry Investment Management
Experience
The Carlyle Group May 2015 - Present
American Capital January 2011 - May 2015
Richardson Capital Limited February 2009 - July 2010
American Capital June 2006 - January 2009
Brookstone Partners September 2002 - June 2006
Cowen & Company January 2000 - September 2002
RBC Dominion Securities September 1994 - January 2000
Skills
Private Equity, Mergers, Investment Banking, Capital Markets, Private Placements, IPO, Equities, Finance, Strategy, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Venture Capital, Corporate Development, Investments, LBO, Financial Analysis, Buyouts, Financial Structuring, Mergers & Acquisitions, Fixed Income
Education
AIMR 1994 — 1997
Chartered Financial Analyst
Queen's University 1990 — 1994
Bachelor of Commerce (BCom), Business
The Carlyle Group May 2015 - Present
American Capital January 2011 - May 2015
Richardson Capital Limited February 2009 - July 2010
American Capital June 2006 - January 2009
Brookstone Partners September 2002 - June 2006
Cowen & Company January 2000 - September 2002
RBC Dominion Securities September 1994 - January 2000
Skills
Private Equity, Mergers, Investment Banking, Capital Markets, Private Placements, IPO, Equities, Finance, Strategy, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Venture Capital, Corporate Development, Investments, LBO, Financial Analysis, Buyouts, Financial Structuring, Mergers & Acquisitions, Fixed Income
Education
AIMR 1994 — 1997
Chartered Financial Analyst
Queen's University 1990 — 1994
Bachelor of Commerce (BCom), Business
Jennifer Gibbs's RBC Dominion Securities Experience 1997 - 2000
Job Vice President at Marsh Canada Limited
Industry Insurance
Experience
Marsh Canada Limited August 2000 - Present
Marsh Canada Limited August 2000 - March 2014
RBC Dominion Securities 1997 - 2000
Skills
Reinsurance, Asset Management, Financial Institutions, Banking, General Insurance, Brokers, Commercial Lines, Finance, Negotiation, Risk Management, Employment Practices..., Operational Risk..., Marketing, Legal Liability, Liability, Strategic Planning, Commercial Insurance, Insurance, Property & Casualty...
Education
McGill University 1997 — 2000
BComm, Finance
Marsh Canada Limited August 2000 - Present
Marsh Canada Limited August 2000 - March 2014
RBC Dominion Securities 1997 - 2000
Skills
Reinsurance, Asset Management, Financial Institutions, Banking, General Insurance, Brokers, Commercial Lines, Finance, Negotiation, Risk Management, Employment Practices..., Operational Risk..., Marketing, Legal Liability, Liability, Strategic Planning, Commercial Insurance, Insurance, Property & Casualty...
Education
McGill University 1997 — 2000
BComm, Finance
Andrew Couvell's RBC Dominion Securities Experience 2012 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities 2012 - Present
Scotia McLeod June 2009 - 2012
Canaccord Capital 2006 - 2009
Shaughnessy Golf and Country Club 2001 - 2004
Skills
Investments, Wealth Management, Investment Strategies, Management, Retirement Planning, Small Business, Wealth, Financial Risk, Mutual Funds, Equities, Portfolio Management, Asset Management, Alternative Investments, Fixed Income, Financial Services, Strategic Planning, Investment Management, Investment Advisory, Strategic Financial..., Asset Allocation, Retirement, Securities, ETFs, Derivatives, Financial Planning
Education
Queen's University 1989 — 1992
RBC Dominion Securities 2012 - Present
Scotia McLeod June 2009 - 2012
Canaccord Capital 2006 - 2009
Shaughnessy Golf and Country Club 2001 - 2004
Skills
Investments, Wealth Management, Investment Strategies, Management, Retirement Planning, Small Business, Wealth, Financial Risk, Mutual Funds, Equities, Portfolio Management, Asset Management, Alternative Investments, Fixed Income, Financial Services, Strategic Planning, Investment Management, Investment Advisory, Strategic Financial..., Asset Allocation, Retirement, Securities, ETFs, Derivatives, Financial Planning
Education
Queen's University 1989 — 1992
Peter K. Deacon's RBC Dominion Securities Experience 2004 - 2005
Job Deacon Global Capital Corporation
Industry Financial Services
Experience
Deacon Global Capital Corporation August 2015 - Present
Dundee Securities December 2007 - August 2015
Sextant Capital 2006 - 2007
RBC Dominion Securities 2004 - 2005
Education
Northwood University
BBA, Management
Deacon Global Capital Corporation August 2015 - Present
Dundee Securities December 2007 - August 2015
Sextant Capital 2006 - 2007
RBC Dominion Securities 2004 - 2005
Education
Northwood University
BBA, Management
Tanya D'Amico's RBC Dominion Securities Experience September 2009 - Present
Job Investment Representative
Industry Financial Services
Experience
RBC Dominion Securities September 2009 - Present
BMO Nesbitt Burns November 2008 - June 2009
National Bank Financial March 2006 - November 2008
Skills
Bloomberg, Asset Managment, Equities, Investments, Wealth Management, Portfolio Management, Asset Allocation, Relationship Management, Financial Services, Wealth Management..., Mutual Funds, Bonds
Education
McGill University 2004 — 2008
Bachelor of Commerce, Finance, International Business
CEGEP - John Abbott College 2000 — 2003
Natural Sciences
Pierrefonds Comprehensive 1995 — 2000
International Baccalaureate
Canadian Securities Institute
CSC and CPH
Chambre de la securite financiere
Life insurance license
RBC Dominion Securities September 2009 - Present
BMO Nesbitt Burns November 2008 - June 2009
National Bank Financial March 2006 - November 2008
Skills
Bloomberg, Asset Managment, Equities, Investments, Wealth Management, Portfolio Management, Asset Allocation, Relationship Management, Financial Services, Wealth Management..., Mutual Funds, Bonds
Education
McGill University 2004 — 2008
Bachelor of Commerce, Finance, International Business
CEGEP - John Abbott College 2000 — 2003
Natural Sciences
Pierrefonds Comprehensive 1995 — 2000
International Baccalaureate
Canadian Securities Institute
CSC and CPH
Chambre de la securite financiere
Life insurance license
John J. Kim, CFA's RBC Dominion Securities Experience May 1991 - June 1997
Job Financial Services Professional
Industry Financial Services
Experience
Independent Private Financial Strategy Consulting July 2008 - Present
Merrill Lynch December 2002 - March 2007
Credit Suisse First Boston April 2000 - December 2002
Prudential Securities April 1998 - April 2000
Salomon Smith Barney July 1997 - April 1998
RBC Dominion Securities May 1991 - June 1997
Education
Association for Investment Management and Research 1992 — 1996
CFA
Queen's University 1987 — 1991
B. Comm., Business
Independent Private Financial Strategy Consulting July 2008 - Present
Merrill Lynch December 2002 - March 2007
Credit Suisse First Boston April 2000 - December 2002
Prudential Securities April 1998 - April 2000
Salomon Smith Barney July 1997 - April 1998
RBC Dominion Securities May 1991 - June 1997
Education
Association for Investment Management and Research 1992 — 1996
CFA
Queen's University 1987 — 1991
B. Comm., Business
Aisha Khawaja's RBC Dominion Securities Experience January 2007 - June 2007
Job Team LeadOrder Management at AlcatelLucent
Industry Telecommunications
Experience
Alcatel-Lucent March 2008 - March 2009
ING DIRECT August 2007 - February 2008
RBC Dominion Securities January 2007 - June 2007
Education
National University of Science and Technology 2000 — 2004
BIT, Bachelors in Information Technology
Alcatel-Lucent March 2008 - March 2009
ING DIRECT August 2007 - February 2008
RBC Dominion Securities January 2007 - June 2007
Education
National University of Science and Technology 2000 — 2004
BIT, Bachelors in Information Technology
Jeff Varey's RBC Dominion Securities Experience July 2005 - Present
Job VP RBC Dominion Securities
Industry Capital Markets
Experience
RBC Dominion Securities July 2005 - Present
RBC Direct Investing 2002 - 2005
Skills
Electronic Trading, Equities, Equity Trading, Trading Systems, Derivatives, Capital Markets, Fixed Income, Options, Proprietary Trading, Trading, Mutual Funds, Securities, Risk Management, Investments, Financial Markets, FX Options, Equity Derivatives
Education
McMaster University 1990 — 1994
Kinesiology
RBC Dominion Securities July 2005 - Present
RBC Direct Investing 2002 - 2005
Skills
Electronic Trading, Equities, Equity Trading, Trading Systems, Derivatives, Capital Markets, Fixed Income, Options, Proprietary Trading, Trading, Mutual Funds, Securities, Risk Management, Investments, Financial Markets, FX Options, Equity Derivatives
Education
McMaster University 1990 — 1994
Kinesiology
Christos Koutsavakis's RBC Dominion Securities Experience 2001 - Present
Job Associate Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities 2001 - Present
Skills
Wealth Management, Investment Strategies, Investment Advisory, Asset Allocation, Retirement Planning, Mutual Funds, Investments, Portfolio Management, Equities, Strategic Financial..., Asset Management, Fixed Income, Investment Management, Estate Planning, Retirement, Financial Advisory
Education
Queen's University 1999 — 2000
MA, Economics
The University of Western Ontario 1995 — 1999
BA Hons, Economics
RBC Dominion Securities 2001 - Present
Skills
Wealth Management, Investment Strategies, Investment Advisory, Asset Allocation, Retirement Planning, Mutual Funds, Investments, Portfolio Management, Equities, Strategic Financial..., Asset Management, Fixed Income, Investment Management, Estate Planning, Retirement, Financial Advisory
Education
Queen's University 1999 — 2000
MA, Economics
The University of Western Ontario 1995 — 1999
BA Hons, Economics
Shaun O'Malley's RBC Dominion Securities Experience September 2009 - November 2011
Job Operations at Bison Transport Inc.
Industry Transportation/Trucking/Railroad
Experience
Bison Transport Inc. June 2013 - Present
Business Development Bank of Canada October 2011 - July 2012
RBC Dominion Securities September 2009 - November 2011
ADP April 2008 - July 2009
Queen's University September 2006 - April 2007
Skills
Wealth Management, Strategic Financial..., Investments, Portfolio Management, Salesforce.com, Strategic Planning, Business Strategy, Building Relationships, Customer Service, Leadership, Account Management, Coaching, Mutual Funds, Strategy, Financial Services, Marketing, Credit
Education
Queen's University 2006 — 2007
M.A, Political Science
Simon Fraser University 2004 — 2006
B.A, Political Science
Bison Transport Inc. June 2013 - Present
Business Development Bank of Canada October 2011 - July 2012
RBC Dominion Securities September 2009 - November 2011
ADP April 2008 - July 2009
Queen's University September 2006 - April 2007
Skills
Wealth Management, Strategic Financial..., Investments, Portfolio Management, Salesforce.com, Strategic Planning, Business Strategy, Building Relationships, Customer Service, Leadership, Account Management, Coaching, Mutual Funds, Strategy, Financial Services, Marketing, Credit
Education
Queen's University 2006 — 2007
M.A, Political Science
Simon Fraser University 2004 — 2006
B.A, Political Science
Tania Conca's RBC Dominion Securities Experience 2006 - 2008
Job Bilingual Human Resources Business Partner at Randstad Canada
Industry Human Resources
Experience
Randstad Canada January 2014 - Present
Randstad Canada January 2013 - December 2013
Randstad Canada May 2012 - December 2012
SPORTALITY 2008 - 2011
RBC Dominion Securities 2006 - 2008
Education
York University 2011 — 2012
Human Resources Management and Services
McGill University 2003 — 2006
BCom, Marketing
Randstad Canada January 2014 - Present
Randstad Canada January 2013 - December 2013
Randstad Canada May 2012 - December 2012
SPORTALITY 2008 - 2011
RBC Dominion Securities 2006 - 2008
Education
York University 2011 — 2012
Human Resources Management and Services
McGill University 2003 — 2006
BCom, Marketing
Kent Pearson's RBC Dominion Securities Experience December 1995 - June 1996
Job Mining Advisory and Management
Industry Mining & Metals
Experience
Locarno Advisory Inc. 2008 - Present
Jennings Capital 2004 - 2008
Westwind Partners 2002 - 2004
Dominion Bond Rating Service 2000 - 2001
Midland Walwyn Inc/Merrill Lynch Canada 1996 - 2000
RBC Dominion Securities December 1995 - June 1996
Noranda Exploration Company 1994 - 1994
Bethlehem Resouces 1990 - 1993
Noranda Exploration Company 1987 - 1990
Skills
Investment Banking, Investor Relations, Mining, IPO, Valuation, Financial Modeling, Base Metals, Corporate Development, Corporate Finance, Geology, Mergers, Professional Mentoring
Education
Queen's University
Master's of Business Administration
University of Alberta
BSc Specialization Geology
Locarno Advisory Inc. 2008 - Present
Jennings Capital 2004 - 2008
Westwind Partners 2002 - 2004
Dominion Bond Rating Service 2000 - 2001
Midland Walwyn Inc/Merrill Lynch Canada 1996 - 2000
RBC Dominion Securities December 1995 - June 1996
Noranda Exploration Company 1994 - 1994
Bethlehem Resouces 1990 - 1993
Noranda Exploration Company 1987 - 1990
Skills
Investment Banking, Investor Relations, Mining, IPO, Valuation, Financial Modeling, Base Metals, Corporate Development, Corporate Finance, Geology, Mergers, Professional Mentoring
Education
Queen's University
Master's of Business Administration
University of Alberta
BSc Specialization Geology
Charles Madon, CIM®'s RBC Dominion Securities Experience October 2014 - Present
Job Associate Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities October 2014 - Present
Skills
Wealth Management, Investment Strategies, Portfolio Management, Finance, Retirement Planning, Customer Service, Asset Protection, Income Protection, Hedge Funds, Investments, Microsoft Excel, Time Management, Business Succession..., Charitable Giving
Education
Canadian Securities Institute 2011 — 2015
McGill University 2006 — 2010
Bachelor of Commerce (BCom)
Neuchâtel Junior College 2005 — 2006
OSSD
RBC Dominion Securities October 2014 - Present
Skills
Wealth Management, Investment Strategies, Portfolio Management, Finance, Retirement Planning, Customer Service, Asset Protection, Income Protection, Hedge Funds, Investments, Microsoft Excel, Time Management, Business Succession..., Charitable Giving
Education
Canadian Securities Institute 2011 — 2015
McGill University 2006 — 2010
Bachelor of Commerce (BCom)
Neuchâtel Junior College 2005 — 2006
OSSD
Tony Pringle's RBC Dominion Securities Experience April 1994 - Present
Job Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities April 1994 - Present
Martin, Lucas & Seagram Inc. April 1984 - April 1994
National Trust Company, Ltd. September 1979 - April 1984
Skills
Wealth Management
Education
AIMR 1987 — 1989
CFA, Portfolio Management, Finance
McMaster University 1975 — 1979
BA, Political Science, Economics
RBC Dominion Securities April 1994 - Present
Martin, Lucas & Seagram Inc. April 1984 - April 1994
National Trust Company, Ltd. September 1979 - April 1984
Skills
Wealth Management
Education
AIMR 1987 — 1989
CFA, Portfolio Management, Finance
McMaster University 1975 — 1979
BA, Political Science, Economics
Alexander Gross CPA, CGA FCSI's RBC Dominion Securities Experience January 2000 - August 2007
Job Portfolio Manager at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy October 2011 - Present
HSBC Securities August 2007 - October 2011
RBC Dominion Securities January 2000 - August 2007
Skills
Investment Advisory, Asset Allocation, Investment Strategies, High Net Worth..., Portfolios, Wealth Management, ETFs, Mutual Funds, Stocks, Fixed Income, Segregated Funds, Private Wealth..., Retirement Planning, Bonds, Equities, Investment Products, Fixed Income Products, Wealth, Asset Management, Securities
Education
McGill University 1997 — 2001
Diploma in Accounting, Accountancy
University of Ottawa / Université d'Ottawa 1989 — 1991
Master's degree, Health/Health Care Administration/Management
CIBC Wood Gundy October 2011 - Present
HSBC Securities August 2007 - October 2011
RBC Dominion Securities January 2000 - August 2007
Skills
Investment Advisory, Asset Allocation, Investment Strategies, High Net Worth..., Portfolios, Wealth Management, ETFs, Mutual Funds, Stocks, Fixed Income, Segregated Funds, Private Wealth..., Retirement Planning, Bonds, Equities, Investment Products, Fixed Income Products, Wealth, Asset Management, Securities
Education
McGill University 1997 — 2001
Diploma in Accounting, Accountancy
University of Ottawa / Université d'Ottawa 1989 — 1991
Master's degree, Health/Health Care Administration/Management
Daryl Watson's RBC Dominion Securities Experience May 2001 - January 2002
Job Senior Manager, Strategic Initiatives, Wealth Management at Scotiabank
Industry Financial Services
Experience
ScotiaMcLeod 2009 - April 2014
RBC January 2007 - May 2009
Travelers Guarantee Company of Canada May 2006 - August 2006
RBC September 2005 - December 2005
Hewlett-Packard January 2005 - April 2005
RBC Dominion Securities May 2001 - January 2002
Skills
Strategic Financial...
Education
McMaster University 2004 — 2006
MBA, Business
McMaster University 1999 — 2003
BA (Hons), Economics, minor in Psychology
University of Toronto
University of Toronto
ScotiaMcLeod 2009 - April 2014
RBC January 2007 - May 2009
Travelers Guarantee Company of Canada May 2006 - August 2006
RBC September 2005 - December 2005
Hewlett-Packard January 2005 - April 2005
RBC Dominion Securities May 2001 - January 2002
Skills
Strategic Financial...
Education
McMaster University 2004 — 2006
MBA, Business
McMaster University 1999 — 2003
BA (Hons), Economics, minor in Psychology
University of Toronto
University of Toronto
Anna Di Paola's RBC Dominion Securities Experience March 1998 - January 2007
Job Consulting Analyst Senior, Special Applications at Desjardins
Industry Banking
Experience
Desjardins July 2011 - Present
Desjardins October 2007 - Present
Desjardins October 2007 - Present
RBC Dominion Securities March 1998 - January 2007
Merril Lynch Canada Inc September 1998 - September 1999
Skills
Business Analysis, Agile, Wealth Management, Analysis, Portfolio Management, Business Process, Business Intelligence, Agile Methodologies, Business Development, Sales, Financial Services, Asset Management
Education
McGill University 2009 — 2010
Certificate, Languages
Vanier College 1980 — 1983
DEC, Administration
Desjardins July 2011 - Present
Desjardins October 2007 - Present
Desjardins October 2007 - Present
RBC Dominion Securities March 1998 - January 2007
Merril Lynch Canada Inc September 1998 - September 1999
Skills
Business Analysis, Agile, Wealth Management, Analysis, Portfolio Management, Business Process, Business Intelligence, Agile Methodologies, Business Development, Sales, Financial Services, Asset Management
Education
McGill University 2009 — 2010
Certificate, Languages
Vanier College 1980 — 1983
DEC, Administration
Jin Zhou, CFA, MBA's RBC Dominion Securities Experience December 2006 - August 2013
Job Investment Advisor at BMO Nesbitt Burns
Industry Investment Management
Experience
BMO Nesbitt Burns August 2013 - Present
RBC Dominion Securities December 2006 - August 2013
Education
McGill University 2000 — 2002
MBA, Finance
BMO Nesbitt Burns August 2013 - Present
RBC Dominion Securities December 2006 - August 2013
Education
McGill University 2000 — 2002
MBA, Finance
Maggie Lai, CFA's RBC Dominion Securities Experience August 2013 - Present
Job Vice President at RBC Capital Markets
Industry Investment Banking
Experience
RBC Dominion Securities August 2013 - Present
RBC Dominion Securities December 2012 - July 2013
RBC Dominion Securities January 2011 - November 2012
RBC Dominion Securities January 2010 - December 2010
RBC Dominion Securities May 2008 - December 2009
RBC May 2006 - April 2008
Skills
Financial Modeling, Capital Markets, Investments, Trading, Fixed Income, Derivatives, Bloomberg, Finance, Valuation, Equities
Education
McMaster University
RBC Dominion Securities August 2013 - Present
RBC Dominion Securities December 2012 - July 2013
RBC Dominion Securities January 2011 - November 2012
RBC Dominion Securities January 2010 - December 2010
RBC Dominion Securities May 2008 - December 2009
RBC May 2006 - April 2008
Skills
Financial Modeling, Capital Markets, Investments, Trading, Fixed Income, Derivatives, Bloomberg, Finance, Valuation, Equities
Education
McMaster University
Colin Heath's RBC Dominion Securities Experience January 1993 - July 2009
Job Financial Services Professional
Industry Financial Services
Experience
RBC Dominion Securities January 1993 - July 2009
Education
Queen's University 1990 — 1992
MBA, Finance & Accounting
Queen's University 1979 — 1983
BA (Hons), Economics
RBC Dominion Securities January 1993 - July 2009
Education
Queen's University 1990 — 1992
MBA, Finance & Accounting
Queen's University 1979 — 1983
BA (Hons), Economics
Barbara Cefis's RBC Dominion Securities Experience April 2012 - Present
Job Associate at RBC Dominion Securities
Industry Marketing and Advertising
Experience
RBC Dominion Securities April 2012 - Present
Acmon January 2005 - May 2010
Acmon September 2003 - December 2004
Aeroplan November 1999 - August 2003
Air Canada November 1996 - 1999
Air Canada October 1995 - October 1996
FCB Direct September 1993 - September 1995
Skills
Relationship Marketing, Loyalty Programs, Marketing Strategy, Marketing Communications, Segmentation, Integrated Marketing, Online Advertising, Advertising, Market Research, Email Marketing, Loyalty Marketing, Management, Marketing
Education
McGill University 1993 — 1993
Diploma, Management
McGill University 1985 — 1988
Bachelor, Literature & Languages
RBC Dominion Securities April 2012 - Present
Acmon January 2005 - May 2010
Acmon September 2003 - December 2004
Aeroplan November 1999 - August 2003
Air Canada November 1996 - 1999
Air Canada October 1995 - October 1996
FCB Direct September 1993 - September 1995
Skills
Relationship Marketing, Loyalty Programs, Marketing Strategy, Marketing Communications, Segmentation, Integrated Marketing, Online Advertising, Advertising, Market Research, Email Marketing, Loyalty Marketing, Management, Marketing
Education
McGill University 1993 — 1993
Diploma, Management
McGill University 1985 — 1988
Bachelor, Literature & Languages
Karina Filkorn's RBC Dominion Securities Experience November 2014 - Present
Job Associate advisor, Le Groupe Constantineau at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities November 2014 - Present
RBC Wealth Management April 2013 - November 2014
Great-West Life January 2013 - March 2013
Great-West Life March 2008 - December 2012
Great-West Life 2005 - 2010
Great-West Life August 2006 - February 2008
Great-West Life January 2003 - July 2006
Great-West Life January 2001 - December 2002
Skills
Business Strategy, Business Development, Disability Insurance, Portfolio Management, Employee Benefits, Life Insurance, Underwriting, Insurance, Investments, Retirement Planning, Sales Management, Account Management, Business Planning, Coaching, Customer Service, Mutual Funds, Strategic Financial..., New Business Development, Sales Presentations, Risk Management, Banking, Sales, Microsoft Excel, Financial Services, Finance, Financial Analysis, Financial Planners, Asset Management, Wealth Management, Business Analysis, Critical Illness, Strategic Planning
Education
McGill University 1997 — 2000
B.Comm, Finance and Marketing
ski school
RBC Dominion Securities November 2014 - Present
RBC Wealth Management April 2013 - November 2014
Great-West Life January 2013 - March 2013
Great-West Life March 2008 - December 2012
Great-West Life 2005 - 2010
Great-West Life August 2006 - February 2008
Great-West Life January 2003 - July 2006
Great-West Life January 2001 - December 2002
Skills
Business Strategy, Business Development, Disability Insurance, Portfolio Management, Employee Benefits, Life Insurance, Underwriting, Insurance, Investments, Retirement Planning, Sales Management, Account Management, Business Planning, Coaching, Customer Service, Mutual Funds, Strategic Financial..., New Business Development, Sales Presentations, Risk Management, Banking, Sales, Microsoft Excel, Financial Services, Finance, Financial Analysis, Financial Planners, Asset Management, Wealth Management, Business Analysis, Critical Illness, Strategic Planning
Education
McGill University 1997 — 2000
B.Comm, Finance and Marketing
ski school
Matthew McIsaac's RBC Dominion Securities Experience May 2004 - September 2005
Job WM Generalist at RBC GWS Strategy & Performance
Industry Financial Services
Experience
RBC January 2015 - Present
Queen's University January 2014 - December 2014
Frontline Capital Inc. January 2012 - December 2013
RBC Capital Markets May 2007 - November 2011
RBC Capital Markets May 2006 - September 2007
RBC Dominion Securities May 2004 - September 2005
RBC Dominion Securities January 2003 - September 2003
Skills
Bloomberg, Market Making, Proprietary Trading, Capital Markets, Equities, Equity Trading, Trading, ThomsonOne, Economics, Securities, Fixed Income, Trading Strategies, Equity Derivatives, Electronic Trading, ETFs
Education
Queen's University 2014 — 2015
Master of Business Administration (MBA)
University of Toronto 2013 — 2013
Economics Minor, Economics
University of Toronto 2013 — 2013
Philosophy Minor
University of Toronto 2004 — 2007
Political Science and Government
Northeastern University 2001 — 2002
International Business
University of Toronto - University of St. Michael's College
RBC January 2015 - Present
Queen's University January 2014 - December 2014
Frontline Capital Inc. January 2012 - December 2013
RBC Capital Markets May 2007 - November 2011
RBC Capital Markets May 2006 - September 2007
RBC Dominion Securities May 2004 - September 2005
RBC Dominion Securities January 2003 - September 2003
Skills
Bloomberg, Market Making, Proprietary Trading, Capital Markets, Equities, Equity Trading, Trading, ThomsonOne, Economics, Securities, Fixed Income, Trading Strategies, Equity Derivatives, Electronic Trading, ETFs
Education
Queen's University 2014 — 2015
Master of Business Administration (MBA)
University of Toronto 2013 — 2013
Economics Minor, Economics
University of Toronto 2013 — 2013
Philosophy Minor
University of Toronto 2004 — 2007
Political Science and Government
Northeastern University 2001 — 2002
International Business
University of Toronto - University of St. Michael's College
Andrew Kingston, CFA's RBC Dominion Securities Experience January 2008 - August 2008
Job Associate Portfolio Manager at Gavin Management Group
Industry Financial Services
Experience
Gavin Management Group May 2015 - Present
Scotiabank Global Banking and Markets January 2011 - May 2015
Focus Business Consulting January 2010 - December 2010
Scotia Capital January 2009 - December 2009
RBC Dominion Securities January 2008 - August 2008
Education
McMaster University 2008 — 2010
Co-op MBA, Finance
Western University 2003 — 2007
Honours Bachelor of Medical Science, Biochemistry
Gavin Management Group May 2015 - Present
Scotiabank Global Banking and Markets January 2011 - May 2015
Focus Business Consulting January 2010 - December 2010
Scotia Capital January 2009 - December 2009
RBC Dominion Securities January 2008 - August 2008
Education
McMaster University 2008 — 2010
Co-op MBA, Finance
Western University 2003 — 2007
Honours Bachelor of Medical Science, Biochemistry
David Guernsey's RBC Dominion Securities Experience May 1999 - August 1999
Job Region Finance Director at United Rentals
Industry Consumer Services
Experience
United Rentals January 2013 - Present
RSC Equipment Rental September 2010 - December 2012
Alstom Power Canada November 2005 - September 2010
Capital Health January 2005 - October 2005
Capital Health September 2002 - September 2004
Superintendent of Financial Institutions September 2000 - September 2001
RBC Dominion Securities May 1999 - August 1999
Laurentian Bank of Canada January 1997 - January 1998
London Life Insurance January 1995 - January 1996
Skills
Financial Analysis, Forecasting, Accounting, Financial Reporting, Budgeting, Financial Modeling, Financial Accounting, Auditing, Due Diligence, Strategic Planning, Process Improvement, Business Planning, Change Management, Business Process..., Budgets, Finance, Variance Analysis, Income Statement, Analysis, Internal Controls, Contract Negotiation, Operations Management, Management, Risk Management, P, GAAP, Executive Management
Education
CGA Alberta 2003 — 2008
CGA, Accounting
McGill University 1998 — 2000
MBA, Finance and Strategy
The University of British Columbia 1990 — 1995
Bachelor of Arts
Capilano College
Business Administration Diploma, Accounting
United Rentals January 2013 - Present
RSC Equipment Rental September 2010 - December 2012
Alstom Power Canada November 2005 - September 2010
Capital Health January 2005 - October 2005
Capital Health September 2002 - September 2004
Superintendent of Financial Institutions September 2000 - September 2001
RBC Dominion Securities May 1999 - August 1999
Laurentian Bank of Canada January 1997 - January 1998
London Life Insurance January 1995 - January 1996
Skills
Financial Analysis, Forecasting, Accounting, Financial Reporting, Budgeting, Financial Modeling, Financial Accounting, Auditing, Due Diligence, Strategic Planning, Process Improvement, Business Planning, Change Management, Business Process..., Budgets, Finance, Variance Analysis, Income Statement, Analysis, Internal Controls, Contract Negotiation, Operations Management, Management, Risk Management, P, GAAP, Executive Management
Education
CGA Alberta 2003 — 2008
CGA, Accounting
McGill University 1998 — 2000
MBA, Finance and Strategy
The University of British Columbia 1990 — 1995
Bachelor of Arts
Capilano College
Business Administration Diploma, Accounting
Stu Ostlund's RBC Dominion Securities Experience June 1981 - Present
Job Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities June 1981 - Present
RBC Wealth Management 1981 - Present
Skills
Portfolio Management, Investment Strategies, Wealth Management, Mutual Funds, Equities, Asset Allocation, Investments, Asset Management, Investment Advisory, Alternative Investments, Fixed Income, Retirement Planning
Education
Michigan Technological University 1974 — 1978
Bachelor of Science (BSc)
RBC Dominion Securities June 1981 - Present
RBC Wealth Management 1981 - Present
Skills
Portfolio Management, Investment Strategies, Wealth Management, Mutual Funds, Equities, Asset Allocation, Investments, Asset Management, Investment Advisory, Alternative Investments, Fixed Income, Retirement Planning
Education
Michigan Technological University 1974 — 1978
Bachelor of Science (BSc)
Suzanne Reid-Skidmore's RBC Dominion Securities Experience April 2005 - Present
Job Associate Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities April 2005 - Present
RBC Dominion Securities August 2003 - April 2005
RBC Dominion Securities February 2001 - August 2003
RBC Dominion Securities April 2000 - February 2001
Skills
Wealth Management, Estate Planning, Retirement Planning, Investments, Investment Advisory, Equities, Investment Strategies, Portfolio Management, Time Management, Strategic Financial..., Financial Advisory, Securities, Retirement, Wealth Management..., ETFs
Education
McMaster University 1995 — 1996
BA, Gerontology
McMaster University 1991 — 1995
BA, Sociology, minor in Psychology
Erindale Secondary School 1985 — 1991
RBC Dominion Securities April 2005 - Present
RBC Dominion Securities August 2003 - April 2005
RBC Dominion Securities February 2001 - August 2003
RBC Dominion Securities April 2000 - February 2001
Skills
Wealth Management, Estate Planning, Retirement Planning, Investments, Investment Advisory, Equities, Investment Strategies, Portfolio Management, Time Management, Strategic Financial..., Financial Advisory, Securities, Retirement, Wealth Management..., ETFs
Education
McMaster University 1995 — 1996
BA, Gerontology
McMaster University 1991 — 1995
BA, Sociology, minor in Psychology
Erindale Secondary School 1985 — 1991
Martin Kent's RBC Dominion Securities Experience 1994 - 2000
Job Senior Vice President at Kensington Capital Partners
Industry Financial Services
Experience
Kensington Capital Partners 2013 - Present
Protenergy Natural Foods Corp. 2013 - 2014
Quantum Murray LP 2009 - 2012
Newport Partners 2006 - 2009
ONCAP Management Partners 2003 - 2005
EdgeStone Capital Partners 2000 - 2003
RBC Dominion Securities 1994 - 2000
J.P. Morgan 1992 - 1994
Morgan Stanley 1987 - 1992
Ernst & Young 1982 - 1985
Skills
Private Equity, Investment Banking, Corporate Finance, Mergers & Acquisitions, Corporate Development, Restructuring, Business Strategy, LBO, Angel Investing, Entrepreneurship, Portfolio Management, Private Placements, Business Planning
Education
Harvard Business School 1985 — 1987
Master of Business Administration (M.B.A.)
Queen's University 1979 — 1982
Bachelor of Commerce (B.Comm.)
Kensington Capital Partners 2013 - Present
Protenergy Natural Foods Corp. 2013 - 2014
Quantum Murray LP 2009 - 2012
Newport Partners 2006 - 2009
ONCAP Management Partners 2003 - 2005
EdgeStone Capital Partners 2000 - 2003
RBC Dominion Securities 1994 - 2000
J.P. Morgan 1992 - 1994
Morgan Stanley 1987 - 1992
Ernst & Young 1982 - 1985
Skills
Private Equity, Investment Banking, Corporate Finance, Mergers & Acquisitions, Corporate Development, Restructuring, Business Strategy, LBO, Angel Investing, Entrepreneurship, Portfolio Management, Private Placements, Business Planning
Education
Harvard Business School 1985 — 1987
Master of Business Administration (M.B.A.)
Queen's University 1979 — 1982
Bachelor of Commerce (B.Comm.)
Michael Tzembelicos's RBC Dominion Securities Experience 1998 - 2002
Job CIM®, FCSI®, Investment Advisor, Manulife Securities Incorporated
Industry Financial Services
Experience
Manulife Securities Incorporated August 2015 - Present
CIBC Wood Gundy June 2008 - August 2015
ScotiaMcLeod September 2005 - June 2008
RBC Dominion Securities 1998 - 2002
Skills
Investments, Management, Small Business, Wealth Management, Investment Advisory, Mutual Funds, Investment Strategies, Retirement Planning, Equities, Securities, Alternative Investments, Fixed Income, Asset Allocation, Asset Managment, ETFs, Estate Planning, Financial Advisory, Portfolio Management, Wealth, Bonds, Capital Markets, Financial Modeling, Asset Management, Financial Planners, Strategic Financial...
Education
Queen's University 1995 — 1999
BA, Political Science, Economics
Manulife Securities Incorporated August 2015 - Present
CIBC Wood Gundy June 2008 - August 2015
ScotiaMcLeod September 2005 - June 2008
RBC Dominion Securities 1998 - 2002
Skills
Investments, Management, Small Business, Wealth Management, Investment Advisory, Mutual Funds, Investment Strategies, Retirement Planning, Equities, Securities, Alternative Investments, Fixed Income, Asset Allocation, Asset Managment, ETFs, Estate Planning, Financial Advisory, Portfolio Management, Wealth, Bonds, Capital Markets, Financial Modeling, Asset Management, Financial Planners, Strategic Financial...
Education
Queen's University 1995 — 1999
BA, Political Science, Economics
Paul Riggs, CFA's RBC Dominion Securities Experience 2000 - 2005
Job Teacher Business/Coop at Halton District School Board
Industry Primary/Secondary Education
Experience
Halton District School Board September 2006 - Present
Flamborough Chamber of Commerce September 2004 - September 2006
RBC Dominion Securities 2000 - 2005
Canada Trust 1995 - 2000
National Trust 1992 - 1994
Coppley Group 1986 - 1987
Skills
Volunteer Management, Public Relations, Teaching, Public Speaking, Non-profits, Microsoft Office, Community Outreach, Fundraising, Leadership Development, Program Development, Grant Writing
Education
McMaster University 1980 — 1985
Hons BA, Economics
University of Guelph 1979 — 1980
Halton District School Board September 2006 - Present
Flamborough Chamber of Commerce September 2004 - September 2006
RBC Dominion Securities 2000 - 2005
Canada Trust 1995 - 2000
National Trust 1992 - 1994
Coppley Group 1986 - 1987
Skills
Volunteer Management, Public Relations, Teaching, Public Speaking, Non-profits, Microsoft Office, Community Outreach, Fundraising, Leadership Development, Program Development, Grant Writing
Education
McMaster University 1980 — 1985
Hons BA, Economics
University of Guelph 1979 — 1980
Daryl Knudson's RBC Dominion Securities Experience
Job Vice President & Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities
Skills
Equities, Investments, Wealth Management, Investment Strategies, Portfolio Management, Mutual Funds, Securities, Investment Advisory, Capital Markets, Banking, Customer Service, Finance, Asset Managment, Fixed Income, Risk Management, Credit, Asset Management
Education
McMaster University
Commerce, Accounting and Finance
University of Waterloo
RBC Dominion Securities
Skills
Equities, Investments, Wealth Management, Investment Strategies, Portfolio Management, Mutual Funds, Securities, Investment Advisory, Capital Markets, Banking, Customer Service, Finance, Asset Managment, Fixed Income, Risk Management, Credit, Asset Management
Education
McMaster University
Commerce, Accounting and Finance
University of Waterloo
Robert Livingston's RBC Dominion Securities Experience March 1991 - September 1996
Job Vice President at CIBC Wealth Management
Industry Investment Management
Experience
CIBC Wealth Management September 2012 - Present
McLean Budden November 1996 - September 2012
RBC Dominion Securities March 1991 - September 1996
Merrill Lynch Canada March 1976 - January 1991
Skills
High Net Worth..., Wealth Management, Generational Transfer..., Investment Advisory, Financial Markets, Investment Strategies, Trading, ETFs, Wealth, Investments, Pension Funds, Investment Management, Defined Benefit, Pensions, Private Equity, Financial Services, Strategic Financial..., Business Development, Retirement Planning, Equity Research, Portfolio Management, Performance Attribution, Equities, Equity Trading, Asset Managment, Asset Management
Education
Association of Investment Management (AIMR) 1992 — 1994
Chartered Financial Analyst (CFA)
York University 1974 — 1976
Master of Business Administration (MBA), Finance
Queen's University 1971 — 1974
Bachelor of Arts (B.A.), Economics
CIBC Wealth Management September 2012 - Present
McLean Budden November 1996 - September 2012
RBC Dominion Securities March 1991 - September 1996
Merrill Lynch Canada March 1976 - January 1991
Skills
High Net Worth..., Wealth Management, Generational Transfer..., Investment Advisory, Financial Markets, Investment Strategies, Trading, ETFs, Wealth, Investments, Pension Funds, Investment Management, Defined Benefit, Pensions, Private Equity, Financial Services, Strategic Financial..., Business Development, Retirement Planning, Equity Research, Portfolio Management, Performance Attribution, Equities, Equity Trading, Asset Managment, Asset Management
Education
Association of Investment Management (AIMR) 1992 — 1994
Chartered Financial Analyst (CFA)
York University 1974 — 1976
Master of Business Administration (MBA), Finance
Queen's University 1971 — 1974
Bachelor of Arts (B.A.), Economics
Anita Chetan-Borrelli's RBC Dominion Securities Experience March 2013 - Present
Job Wealth Advisor, RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities March 2013 - Present
CIBC April 2012 - February 2013
Deloitte June 2007 - March 2012
Skills
Management Consulting, Strategy, Marketing Strategy, Business Strategy, Risk Management, Change Management, Investments, Portfolio Management, Leadership, Wealth Management, Strategic Consulting
Education
John Fraser
John Fraser
John Fraser
Canadian Securities Institute 2014 — 2014
Wealth Management Essentials
Financial Services Commission of Ontario 2013 — 2013
Life License Qualification Program
Canadian Securities Institute 2013 — 2013
Canadian Insurance Course
Canadian Securities Institute 2013 — 2013
Canadian Securities Course
McMaster University 2004 — 2006
Master of Business Administration (MBA), Marketing, Strategy
University of Toronto 2000 — 2004
Bachelor of Commerce (B.Com.), Economics, Finance
RBC Dominion Securities March 2013 - Present
CIBC April 2012 - February 2013
Deloitte June 2007 - March 2012
Skills
Management Consulting, Strategy, Marketing Strategy, Business Strategy, Risk Management, Change Management, Investments, Portfolio Management, Leadership, Wealth Management, Strategic Consulting
Education
John Fraser
John Fraser
John Fraser
Canadian Securities Institute 2014 — 2014
Wealth Management Essentials
Financial Services Commission of Ontario 2013 — 2013
Life License Qualification Program
Canadian Securities Institute 2013 — 2013
Canadian Insurance Course
Canadian Securities Institute 2013 — 2013
Canadian Securities Course
McMaster University 2004 — 2006
Master of Business Administration (MBA), Marketing, Strategy
University of Toronto 2000 — 2004
Bachelor of Commerce (B.Com.), Economics, Finance
Stacey Madge's RBC Dominion Securities Experience 1993 - 1996
Job SVP Retail Banking, International Banking at Scotiabank
Industry Banking
Experience
Scotiabank November 2013 - Present
Scotiabank April 2011 - Present
Scotiabank 2010 - 2011
McKinsey & Co 1998 - 2009
RBC Dominion Securities 1993 - 1996
RBC Dominion Securities 1993 - 1996
Skills
Strategy, Mergers, Management Consulting, Business Strategy, Strategic Planning
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA
Queen's University 1989 — 1993
BCOM
Scotiabank November 2013 - Present
Scotiabank April 2011 - Present
Scotiabank 2010 - 2011
McKinsey & Co 1998 - 2009
RBC Dominion Securities 1993 - 1996
RBC Dominion Securities 1993 - 1996
Skills
Strategy, Mergers, Management Consulting, Business Strategy, Strategic Planning
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA
Queen's University 1989 — 1993
BCOM
Luna Manqian Zhang's RBC Dominion Securities Experience January 2012 - April 2012
Job Assistant Accountant at Geoswift Limited
Industry Accounting
Experience
Geoswift Limited November 2012 - Present
University of Toronto September 2008 - June 2012
AIESEC Toronto January 2009 - May 2012
RBC Dominion Securities January 2012 - April 2012
Far East Horizon Co., May 2010 - July 2010
B&Q China April 2010 - June 2010
Tim Hortons September 2009 - January 2010
Skills
Financial Analysis, Financial Modeling, Accounting, Microsoft Excel, Microsoft Office, Corporate Finance, Teamwork, Financial Reporting, Customer Service, PowerPoint, Public Speaking, Data Analysis, Analytical Skills, Communication, Interpersonal Skill, Time Management, Multi Tasking, Leadership
Education
University of Toronto - Rotman Commerce 2008 — 2012
B.COM, Accounting, 3.65
Nanjing University 2007 — 2008
B.A., Finance
Geoswift Limited November 2012 - Present
University of Toronto September 2008 - June 2012
AIESEC Toronto January 2009 - May 2012
RBC Dominion Securities January 2012 - April 2012
Far East Horizon Co., May 2010 - July 2010
B&Q China April 2010 - June 2010
Tim Hortons September 2009 - January 2010
Skills
Financial Analysis, Financial Modeling, Accounting, Microsoft Excel, Microsoft Office, Corporate Finance, Teamwork, Financial Reporting, Customer Service, PowerPoint, Public Speaking, Data Analysis, Analytical Skills, Communication, Interpersonal Skill, Time Management, Multi Tasking, Leadership
Education
University of Toronto - Rotman Commerce 2008 — 2012
B.COM, Accounting, 3.65
Nanjing University 2007 — 2008
B.A., Finance
Paulina Di Capua's RBC Dominion Securities Experience 2009 - 2010
Job Independent Investment Management Professional
Industry Investment Management
Experience
RBC Dominion Securities 2009 - 2010
Scotia McLeod Direct Investing 2006 - 2008
Skills
Marketing, Investments, Financial Analysis, Finance, Banking, Customer Service, Equities, Mutual Funds, Wealth Management, Derivatives, Securities, Trading
Education
McGill University 2006 — 2010
Graduate Diploma of Management, Marketing
University of Ottawa 2003 — 2005
Bachelors of Social Sciences, Economics
University of Alberta 2000 — 2002
Bachelors of Arts, Bachelors of Economics
RBC Dominion Securities 2009 - 2010
Scotia McLeod Direct Investing 2006 - 2008
Skills
Marketing, Investments, Financial Analysis, Finance, Banking, Customer Service, Equities, Mutual Funds, Wealth Management, Derivatives, Securities, Trading
Education
McGill University 2006 — 2010
Graduate Diploma of Management, Marketing
University of Ottawa 2003 — 2005
Bachelors of Social Sciences, Economics
University of Alberta 2000 — 2002
Bachelors of Arts, Bachelors of Economics
Dave Dakers's RBC Dominion Securities Experience February 2003 - Present
Job Business Systems Analyst at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities February 2003 - Present
Bookdirect 2005 - 2011
Moneris Solutions 2004 - 2009
Bank of Montreal February 2002 - February 2003
SunLife Trust 1993 - 2001
Skills
Business Analysis, Database Administration, Security Management, Credit Cards, Payments, SDLC, Databases, Requirements Analysis, Testing, Requirements Gathering, Cards, User Acceptance Testing, Systems Analysis, Vendor Management, Banking, Risk Management, Business Requirements, Financial Services, Payment Systems, Project Management, Team Leadership, Integration, Payment Card Processing, Electronic Payments
Education
McMaster University 1984 — 1988
McMaster University 1982 — 1986
Applied Physics
RBC Dominion Securities February 2003 - Present
Bookdirect 2005 - 2011
Moneris Solutions 2004 - 2009
Bank of Montreal February 2002 - February 2003
SunLife Trust 1993 - 2001
Skills
Business Analysis, Database Administration, Security Management, Credit Cards, Payments, SDLC, Databases, Requirements Analysis, Testing, Requirements Gathering, Cards, User Acceptance Testing, Systems Analysis, Vendor Management, Banking, Risk Management, Business Requirements, Financial Services, Payment Systems, Project Management, Team Leadership, Integration, Payment Card Processing, Electronic Payments
Education
McMaster University 1984 — 1988
McMaster University 1982 — 1986
Applied Physics
Lyman Cheung's RBC Dominion Securities Experience May 2012 - August 2012
Job Jr. FrontEnd Developer at Richmond Day
Industry Information Technology and Services
Experience
Myplanet May 2014 - August 2014
RS Mobile Technologies July 2013 - November 2013
RBC Dominion Securities May 2012 - August 2012
Skills
HTML, CSS, JavaScript, jQuery, APIs, WordPress, Web Design, Responsive..., Project Management, SASS, Web Development, Bootstrap/Foundation, User Interface Design, Analysis, PHP, Teamwork, Chemical Engineering, Engineering Design, Data Analysis, Financial Analysis, Time Management, Aspen HYSYS, Microsoft Excel, Microsoft Office, Visio, Laboratory Skills, Research, HTML 5, Matlab, HTML5
Education
HackerYou 2014 — 2014
Queen's University 2009 — 2013
Bachelor of Science, Chemical Engineering, Process Option
Myplanet May 2014 - August 2014
RS Mobile Technologies July 2013 - November 2013
RBC Dominion Securities May 2012 - August 2012
Skills
HTML, CSS, JavaScript, jQuery, APIs, WordPress, Web Design, Responsive..., Project Management, SASS, Web Development, Bootstrap/Foundation, User Interface Design, Analysis, PHP, Teamwork, Chemical Engineering, Engineering Design, Data Analysis, Financial Analysis, Time Management, Aspen HYSYS, Microsoft Excel, Microsoft Office, Visio, Laboratory Skills, Research, HTML 5, Matlab, HTML5
Education
HackerYou 2014 — 2014
Queen's University 2009 — 2013
Bachelor of Science, Chemical Engineering, Process Option
Abbas Khwaja's RBC Dominion Securities Experience January 2014 - May 2014
Job Operations Systems Analyst at RBC
Industry Banking
Experience
RBC May 2014 - Present
RBC Dominion Securities January 2014 - May 2014
RBC December 2010 - January 2014
Aldac Inc. 2007 - 2012
Nando's July 2003 - January 2011
McMaster University September 2009 - May 2010
McMaster Children’s Hospital January 2008 - January 2010
Canadian Cancer Society January 2007 - January 2007
Oakville Place Mall January 2005 - January 2006
Skills
Call Center, Switches, VPN, Visio, CCNA, Data Center, WAN, Firewalls, Cisco Technologies, Network Administration, Network Security, Servers, Security, Teamwork, VMware, Troubleshooting, Team Leadership, Coaching, Windows XP, Leadership, Sales, System Administration, Microsoft Excel, Customer Service, Routers, Networking, Technical Support, IT Operations, Windows 7, Call Centers, Telecommunications, Microsoft Office, Windows, Hardware, Active Directory, Vendor Management, Computer Hardware, Time Management, Management, CRM, Business Analysis
Education
Life Sciences McMaster University 2006 — 2010
Bachelor of Science
McMaster University 2006 — 2010
Bachelor of Science (B.Sc.)
RBC May 2014 - Present
RBC Dominion Securities January 2014 - May 2014
RBC December 2010 - January 2014
Aldac Inc. 2007 - 2012
Nando's July 2003 - January 2011
McMaster University September 2009 - May 2010
McMaster Children’s Hospital January 2008 - January 2010
Canadian Cancer Society January 2007 - January 2007
Oakville Place Mall January 2005 - January 2006
Skills
Call Center, Switches, VPN, Visio, CCNA, Data Center, WAN, Firewalls, Cisco Technologies, Network Administration, Network Security, Servers, Security, Teamwork, VMware, Troubleshooting, Team Leadership, Coaching, Windows XP, Leadership, Sales, System Administration, Microsoft Excel, Customer Service, Routers, Networking, Technical Support, IT Operations, Windows 7, Call Centers, Telecommunications, Microsoft Office, Windows, Hardware, Active Directory, Vendor Management, Computer Hardware, Time Management, Management, CRM, Business Analysis
Education
Life Sciences McMaster University 2006 — 2010
Bachelor of Science
McMaster University 2006 — 2010
Bachelor of Science (B.Sc.)
Eric Mathers's RBC Dominion Securities Experience 1990 - 1999
Job Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy 1999 - Present
RBC Dominion Securities 1990 - 1999
Richardson Greenshields 1990 - 1996
Nesbitt Thomson 1985 - 1990
Dominick Corporation Of Canada 1982 - 1985
Education
McMaster University
Bachelor of Arts, Political Science
Upper Canada College
CIBC Wood Gundy 1999 - Present
RBC Dominion Securities 1990 - 1999
Richardson Greenshields 1990 - 1996
Nesbitt Thomson 1985 - 1990
Dominick Corporation Of Canada 1982 - 1985
Education
McMaster University
Bachelor of Arts, Political Science
Upper Canada College
Erin Daniel, CIM's RBC Dominion Securities Experience May 2006 - Present
Job Investment Associate Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities May 2006 - Present
Deboski & Co April 2000 - May 2006
Skills
Mutual Funds, Asset Allocation, Investment Management, Portfolio Management, Fixed Income
Education
Northern Alberta Institute of Technology / NAIT 2004 — 2006
Finance
RBC Dominion Securities May 2006 - Present
Deboski & Co April 2000 - May 2006
Skills
Mutual Funds, Asset Allocation, Investment Management, Portfolio Management, Fixed Income
Education
Northern Alberta Institute of Technology / NAIT 2004 — 2006
Finance
Lisa Prisor's RBC Dominion Securities Experience January 2013 - April 2014
Job Culinary Nutrition Expert
Industry Health, Wellness and Fitness
Experience
Jule's Baskets August 2015 - Present
Mezes Restaurant November 2007 - Present
Ontario Association of Food Banks January 2015 - July 2015
Footprints Therapy June 2014 - October 2014
RBC Dominion Securities January 2013 - April 2014
Kobo Inc. May 2011 - August 2012
lululemon athletica September 2010 - December 2010
Cundari April 2010 - June 2010
Cundari February 2010 - March 2010
Blast Radius June 2006 - February 2010
Skills
Time Management, Management, Customer Service, Social Media, Leadership, Team Leadership, Event Planning, Social Media Marketing, Account Management, Marketing, Team Building, Strategy, E-commerce, Digital Strategy, Public Speaking, Digital Marketing
Education
Academy of Culinary Nutrition 2014 — 2014
Certificate in Culinary Nutrition, Culinary Nutrition, Honours
Queen's University 2000 — 2005
BAH Medial, German Studies and Health Studies
Jule's Baskets August 2015 - Present
Mezes Restaurant November 2007 - Present
Ontario Association of Food Banks January 2015 - July 2015
Footprints Therapy June 2014 - October 2014
RBC Dominion Securities January 2013 - April 2014
Kobo Inc. May 2011 - August 2012
lululemon athletica September 2010 - December 2010
Cundari April 2010 - June 2010
Cundari February 2010 - March 2010
Blast Radius June 2006 - February 2010
Skills
Time Management, Management, Customer Service, Social Media, Leadership, Team Leadership, Event Planning, Social Media Marketing, Account Management, Marketing, Team Building, Strategy, E-commerce, Digital Strategy, Public Speaking, Digital Marketing
Education
Academy of Culinary Nutrition 2014 — 2014
Certificate in Culinary Nutrition, Culinary Nutrition, Honours
Queen's University 2000 — 2005
BAH Medial, German Studies and Health Studies
Thomas Houston's RBC Dominion Securities Experience February 2000 - June 2001
Job Independent NG Trader
Industry Financial Services
Experience
Self-employed Options TraderSaracen Energy2005 - 2008
Fortis Bank Nederland Hypotheken Groep 2004 - 2005
AIG Financial Products 2003 - 2004
AEP Energy 2001 - 2003
RBC Dominion Securities February 2000 - June 2001
Education
London School of Economics and Political Science 1998 — 1999
Master of Science (MSc), Finance and Economics
Queen's University 1994 — 1998
Bachelor of Arts (BA), Economics
Ashbury College
Self-employed Options TraderSaracen Energy2005 - 2008
Fortis Bank Nederland Hypotheken Groep 2004 - 2005
AIG Financial Products 2003 - 2004
AEP Energy 2001 - 2003
RBC Dominion Securities February 2000 - June 2001
Education
London School of Economics and Political Science 1998 — 1999
Master of Science (MSc), Finance and Economics
Queen's University 1994 — 1998
Bachelor of Arts (BA), Economics
Ashbury College
Liz Lawrence, MBA, PMP's RBC Dominion Securities Experience March 2006 - August 2011
Job IT and Business Project Manager at RBC
Industry Banking
Experience
RBC August 2011 - Present
RBC Dominion Securities March 2006 - August 2011
RBC Dominion Securities December 2004 - February 2006
Pfizer June 2004 - September 2004
RBC Dominion Securities March 2000 - August 2002
Skills
Project Management, PMP, MBA, Outstanding..., Collaborative Problem..., Organization &..., Delivering Results, Highly detail oriented, Leadership, Outstanding time...
Education
McGill University 2002 — 2004
Master of Business Administration (MBA), Marketing
University of Guelph 1994 — 1998
Bachelor of Science (B.Sc.), Biology/Biological Sciences, General
RBC August 2011 - Present
RBC Dominion Securities March 2006 - August 2011
RBC Dominion Securities December 2004 - February 2006
Pfizer June 2004 - September 2004
RBC Dominion Securities March 2000 - August 2002
Skills
Project Management, PMP, MBA, Outstanding..., Collaborative Problem..., Organization &..., Delivering Results, Highly detail oriented, Leadership, Outstanding time...
Education
McGill University 2002 — 2004
Master of Business Administration (MBA), Marketing
University of Guelph 1994 — 1998
Bachelor of Science (B.Sc.), Biology/Biological Sciences, General
Gerald Catenacci's RBC Dominion Securities Experience October 1987 - January 1998
Job COCEO at KOMPOZ, LLC
Industry Investment Management
Experience
KOMPOZ, LLC October 2013 - Present
NeuStrada Capital March 2010 - Present
Principled Asset Administration, LLC January 1998 - March 2010
RBC Dominion Securities October 1987 - January 1998
Skills
Investments, Asset Management, Strategic Planning, Portfolio Management, Business Strategy, Private Equity, Alternative Investments, Mergers & Acquisitions, Equities, Due Diligence, Hedge Funds, New Business Development, Entrepreneurship
Education
McMaster University
Bachelor of Applied Science (B.A.Sc.), Civil Engineering
KOMPOZ, LLC October 2013 - Present
NeuStrada Capital March 2010 - Present
Principled Asset Administration, LLC January 1998 - March 2010
RBC Dominion Securities October 1987 - January 1998
Skills
Investments, Asset Management, Strategic Planning, Portfolio Management, Business Strategy, Private Equity, Alternative Investments, Mergers & Acquisitions, Equities, Due Diligence, Hedge Funds, New Business Development, Entrepreneurship
Education
McMaster University
Bachelor of Applied Science (B.A.Sc.), Civil Engineering
Arielle Warren's RBC Dominion Securities Experience May 2013 - August 2013
Job
Industry
Experience
TD Wealth Management August 2014 - Present
Lake Affect Bar and Grill May 2014 - August 2014
RBC Dominion Securities May 2013 - August 2013
Gypsum Technologies Inc. May 2012 - August 2012
Gypsum Technologies Inc. May 2011 - August 2011
Chinapac International June 2010 - August 2010
Education
Queen's University 2010 — 2014
Bachelor of Commerce (BCom)
TD Wealth Management August 2014 - Present
Lake Affect Bar and Grill May 2014 - August 2014
RBC Dominion Securities May 2013 - August 2013
Gypsum Technologies Inc. May 2012 - August 2012
Gypsum Technologies Inc. May 2011 - August 2011
Chinapac International June 2010 - August 2010
Education
Queen's University 2010 — 2014
Bachelor of Commerce (BCom)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY