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
Jeremy Razon Jeremy Razon's RBC Dominion Securities Experience August 2010 - November 2010
Job IT Business Analyst at TD
Industry Information Technology and Services
Experience
TD October 2014 - April 2015
Marsh & McLennan Companies, Inc. July 2012 - December 2013
AECOM July 2011 - September 2011
Fairmont Hotels and Resorts March 2010 - February 2011
RBC Dominion Securities August 2010 - November 2010
Sobeys February 2003 - March 2010
Starbucks September 2008 - November 2009
Skills
MS Project, MS Visio, MS Powerpoint, MS Excel, MS word, SQL server 2008, Erwin Data Modeler, Java, Active Directory, SPSS, IBM rational rose, Business Analysis, Business Process Design, Business Process Mapping, UML methodology, SDLC, Project Management, Agile Methodologies, Object Oriented Design, Visio, Microsoft Excel, Microsoft SQL Server
Education
Ryerson University 2007 — 2012
bachelors of commerce, Business Technology Management
Notre Dame Secondary School 2002 — 2006
TD October 2014 - April 2015
Marsh & McLennan Companies, Inc. July 2012 - December 2013
AECOM July 2011 - September 2011
Fairmont Hotels and Resorts March 2010 - February 2011
RBC Dominion Securities August 2010 - November 2010
Sobeys February 2003 - March 2010
Starbucks September 2008 - November 2009
Skills
MS Project, MS Visio, MS Powerpoint, MS Excel, MS word, SQL server 2008, Erwin Data Modeler, Java, Active Directory, SPSS, IBM rational rose, Business Analysis, Business Process Design, Business Process Mapping, UML methodology, SDLC, Project Management, Agile Methodologies, Object Oriented Design, Visio, Microsoft Excel, Microsoft SQL Server
Education
Ryerson University 2007 — 2012
bachelors of commerce, Business Technology Management
Notre Dame Secondary School 2002 — 2006
Melissa Bellamy Melissa Bellamy's RBC Dominion Securities Experience July 2006 - Present
Job
Industry Financial Services
Experience
RBC Dominion Securities July 2006 - Present
Skills
Wealth Management, Investments, Asset Management, Equities, Mutual Funds
Education
The University of Western Ontario 2000 — 2004
Ryerson University
Degree in Marketing Management
RBC Dominion Securities July 2006 - Present
Skills
Wealth Management, Investments, Asset Management, Equities, Mutual Funds
Education
The University of Western Ontario 2000 — 2004
Ryerson University
Degree in Marketing Management
Dorothy-Anna Orser's RBC Dominion Securities Experience January 1991 - June 1995
Job Portfolio Manager focused on high net worth individuals and corporate finance for CPC's.
Industry Financial Services
Experience
Dundee Goodman Private Wealth March 2014 - Present
Richardson GMP September 2013 - March 2014
Macquarie Private Wealth May 2012 - November 2013
Canaccord Wealth Management March 2007 - May 2012
BMO Nesbitt Burns September 1997 - March 2007
Rae & Lipskie Investment Counsel June 1996 - March 1997
Black Investment Counsel June 1995 - May 1996
RBC Dominion Securities January 1991 - June 1995
CIBC Wood Gundy June 1987 - December 1990
Skills
Wealth Management, Investments, Investment Strategies, Equities, Investment Advisory, Estate Planning, CPCs, High Net Worth..., Mutual Funds, Portfolio Management, Retirement Planning, Investment Banking, Securities, Alternative Investments, Asset Allocation, Entrepreneurship, Finance, IPO, Strategic Financial..., Options, Asset Management, Bonds, Capital Markets, Financial Advisory, Investment Management, Private Placements, Hedge Funds, Private Equity, Investor Relations, Financial Planning
Education
The University of Western Ontario 1978 — 1980
Biology/Biological Sciences, General
Simon Fraser University
University of Waterloo
Dundee Goodman Private Wealth March 2014 - Present
Richardson GMP September 2013 - March 2014
Macquarie Private Wealth May 2012 - November 2013
Canaccord Wealth Management March 2007 - May 2012
BMO Nesbitt Burns September 1997 - March 2007
Rae & Lipskie Investment Counsel June 1996 - March 1997
Black Investment Counsel June 1995 - May 1996
RBC Dominion Securities January 1991 - June 1995
CIBC Wood Gundy June 1987 - December 1990
Skills
Wealth Management, Investments, Investment Strategies, Equities, Investment Advisory, Estate Planning, CPCs, High Net Worth..., Mutual Funds, Portfolio Management, Retirement Planning, Investment Banking, Securities, Alternative Investments, Asset Allocation, Entrepreneurship, Finance, IPO, Strategic Financial..., Options, Asset Management, Bonds, Capital Markets, Financial Advisory, Investment Management, Private Placements, Hedge Funds, Private Equity, Investor Relations, Financial Planning
Education
The University of Western Ontario 1978 — 1980
Biology/Biological Sciences, General
Simon Fraser University
University of Waterloo
Chris Yuen, FCSI, DMS Chris Yuen, FCSI, DMS's RBC Dominion Securities Experience 2000 - 2002
Job District Vice President at RBC Global Asset Management
Industry Investment Management
Experience
RBC Global Asset Management 2011 - Present
Brandes Investment Partners 2006 - 2011
Mackenzie Financial 2002 - 2006
RBC Dominion Securities 2000 - 2002
Skills
Mutual Funds, Wealth Management, Investment Strategies, Asset Allocation, Investment Advisory, Investments, ETFs, Investment Management, Asset Management, Sales Process, Sales Presentations, Alternative Investments, Separately Managed..., Securities, Retirement Planning
Education
The University of British Columbia
RBC Global Asset Management 2011 - Present
Brandes Investment Partners 2006 - 2011
Mackenzie Financial 2002 - 2006
RBC Dominion Securities 2000 - 2002
Skills
Mutual Funds, Wealth Management, Investment Strategies, Asset Allocation, Investment Advisory, Investments, ETFs, Investment Management, Asset Management, Sales Process, Sales Presentations, Alternative Investments, Separately Managed..., Securities, Retirement Planning
Education
The University of British Columbia
Monica Harlow Monica Harlow's RBC Dominion Securities Experience May 2014 - Present
Job Associate at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities May 2014 - Present
Scotiabank June 2013 - May 2014
Skills
Teamwork, Microsoft Office, Leadership, Time Management, Public Speaking, Customer Service, PowerPoint, Social Media, Marketing
Education
Saint Mary's University 2010 — 2014
Bachelor of Commerce (B.Comm.), Finance
RBC Dominion Securities May 2014 - Present
Scotiabank June 2013 - May 2014
Skills
Teamwork, Microsoft Office, Leadership, Time Management, Public Speaking, Customer Service, PowerPoint, Social Media, Marketing
Education
Saint Mary's University 2010 — 2014
Bachelor of Commerce (B.Comm.), Finance
Nicolas Lee Nicolas Lee's RBC Dominion Securities Experience June 2012 - August 2012
Job
Industry Financial Services
Experience
EquityMetrix, LLC August 2015 - August 2015
Southern Methodist University April 2015 - May 2015
RWR Investments, LLC January 2015 - May 2015
Current Finance Club June 2012 - January 2013
RBC Dominion Securities June 2012 - August 2012
Habitat for Humanity September 2011 - October 2011
Royal Bank of Canada Dominion Securities May 2011 - August 2011
Skills
Economics, Research, PowerPoint, Market Research, Highly motivated..., Microsoft Excel, Critical Thinking, Finance, Hard-worker, Highly Dedicated, Microsoft Word, Time Management, Leadership, Teamwork, Microsoft Office, Works well in a team, Analysis, Thinking Outside The Box, Works well individually, Public Speaking, Efficiency, Organization, Financial Analysis, Financial Modeling, Discounted Cash Flow..., Comparables Analysis
Education
Southern Methodist University - Cox School of Business 2014 — 2015
Master of Science (M.S.), Finance
The University of Dallas 2010 — 2014
Bachelor of Arts, Economics and Finance
St. John's Ravenscourt 2002 — 2010
90
EquityMetrix, LLC August 2015 - August 2015
Southern Methodist University April 2015 - May 2015
RWR Investments, LLC January 2015 - May 2015
Current Finance Club June 2012 - January 2013
RBC Dominion Securities June 2012 - August 2012
Habitat for Humanity September 2011 - October 2011
Royal Bank of Canada Dominion Securities May 2011 - August 2011
Skills
Economics, Research, PowerPoint, Market Research, Highly motivated..., Microsoft Excel, Critical Thinking, Finance, Hard-worker, Highly Dedicated, Microsoft Word, Time Management, Leadership, Teamwork, Microsoft Office, Works well in a team, Analysis, Thinking Outside The Box, Works well individually, Public Speaking, Efficiency, Organization, Financial Analysis, Financial Modeling, Discounted Cash Flow..., Comparables Analysis
Education
Southern Methodist University - Cox School of Business 2014 — 2015
Master of Science (M.S.), Finance
The University of Dallas 2010 — 2014
Bachelor of Arts, Economics and Finance
St. John's Ravenscourt 2002 — 2010
90
Christopher Ting's RBC Dominion Securities Experience March 2011 - August 2011
Job Corporate Communications/Public Relations Postgraduate Student from Seneca College
Industry Public Relations and Communications
Experience
Rogers Communications March 2014 - Present
Universe.com April 2012 - August 2012
RBC Dominion Securities March 2011 - August 2011
Hudson's Bay Company October 2009 - November 2010
Skills
Social Media, Marketing, Marketing Communications, Time Management, Teamwork, Sales, Customer Service, Event Planning, Microsoft Excel, Microsoft Word, Event Management, Team Leadership, Social Media Marketing, Facebook, Public Relations, Microsoft Office, Photoshop, Critical Thinking, PowerPoint, Research, Marketing Strategy, Communications
Education
Seneca College of Applied Arts and Technology 2014 — 2015
Postgraduate Certificate, Corporate Communications
Ryerson University 2009 — 2013
Bachelor of Commerce (B.Com.), Marketing Management, Human Resources Minor
Rogers Communications March 2014 - Present
Universe.com April 2012 - August 2012
RBC Dominion Securities March 2011 - August 2011
Hudson's Bay Company October 2009 - November 2010
Skills
Social Media, Marketing, Marketing Communications, Time Management, Teamwork, Sales, Customer Service, Event Planning, Microsoft Excel, Microsoft Word, Event Management, Team Leadership, Social Media Marketing, Facebook, Public Relations, Microsoft Office, Photoshop, Critical Thinking, PowerPoint, Research, Marketing Strategy, Communications
Education
Seneca College of Applied Arts and Technology 2014 — 2015
Postgraduate Certificate, Corporate Communications
Ryerson University 2009 — 2013
Bachelor of Commerce (B.Com.), Marketing Management, Human Resources Minor
Daniel Camer Daniel Camer's RBC Dominion Securities Experience January 2014 - March 2014
Job Marketing Enthusiast.
Industry Marketing and Advertising
Experience
GrowYourGram Inc. January 2015 - Present
DANIELCAMER.COM 2009 - Present
RBC Dominion Securities January 2014 - March 2014
Exclusive Advertising Inc. January 2007 - June 2007
Skills
Photography, Advertising, Social Media Marketing, Photoshop, Customer Service
Education
Ryerson University
BComm, Marketing Management Major / Entrepreneurship & Strategy Minor
GrowYourGram Inc. January 2015 - Present
DANIELCAMER.COM 2009 - Present
RBC Dominion Securities January 2014 - March 2014
Exclusive Advertising Inc. January 2007 - June 2007
Skills
Photography, Advertising, Social Media Marketing, Photoshop, Customer Service
Education
Ryerson University
BComm, Marketing Management Major / Entrepreneurship & Strategy Minor
Jason Sarai's RBC Dominion Securities Experience August 2008 - August 2013
Job Vice President at Catalyst Kinetics Group | CEO at Style by Sarai | CoFounder of 1Karma
Industry Health, Wellness and Fitness
Experience
Catalyst Kinetics Group July 2013 - Present
Style by Sarai January 2013 - Present
Celebrini Fine Art January 2010 - Present
Rotary International February 2011 - February 2014
Catalyst Kinetics Group 2013 - 2014
RBC Dominion Securities August 2008 - August 2013
Rotary International 2011 - 2012
Innovative Fitness October 2006 - September 2008
Skills
Wealth Management, Strategic Financial..., Social Media, Coaching, Marketing Strategy, Training, Strategic Planning, Fundraising, Charities, Wellness Programs, People Skills, Creative Problem Solving, Leadership, Management, Marketing, Employee Wellness, Financial Planning, Estate Tax Planning, Wellness Coaching, Fine Art, Fashion, Design, Fitness Training, Holistic Health, Strength & Conditioning, Exercise Physiology, Stylists, Tailoring, Public Speaking, Sales, Customer Service, Event Management, Event Planning, Social Media Marketing
Education
Canadian Securities Institute 2008 — 2009
CSI
Simon Fraser University 2000 — 2005
BSc, Kinesiology
Robert Morris University 1998 — 1999
BA, Business
RHS 1996 — 1998
Catalyst Kinetics Group July 2013 - Present
Style by Sarai January 2013 - Present
Celebrini Fine Art January 2010 - Present
Rotary International February 2011 - February 2014
Catalyst Kinetics Group 2013 - 2014
RBC Dominion Securities August 2008 - August 2013
Rotary International 2011 - 2012
Innovative Fitness October 2006 - September 2008
Skills
Wealth Management, Strategic Financial..., Social Media, Coaching, Marketing Strategy, Training, Strategic Planning, Fundraising, Charities, Wellness Programs, People Skills, Creative Problem Solving, Leadership, Management, Marketing, Employee Wellness, Financial Planning, Estate Tax Planning, Wellness Coaching, Fine Art, Fashion, Design, Fitness Training, Holistic Health, Strength & Conditioning, Exercise Physiology, Stylists, Tailoring, Public Speaking, Sales, Customer Service, Event Management, Event Planning, Social Media Marketing
Education
Canadian Securities Institute 2008 — 2009
CSI
Simon Fraser University 2000 — 2005
BSc, Kinesiology
Robert Morris University 1998 — 1999
BA, Business
RHS 1996 — 1998
Shirin Habibi Shirin Habibi's RBC Dominion Securities Experience 2009 - 2010
Job Program Manager, Business Acceleration Program (BAP) at MaRS Discovery District
Industry Nonprofit Organization Management
Experience
MaRS Discovery District September 2013 - Present
Cogniciti January 2011 - October 2013
RBC Dominion Securities 2009 - 2010
Skills
Project Management, Strategic Planning, Data Analysis, Business Strategy, Team Leadership
Education
Stanford University 2009 — 2010
Project Management
University of Toronto - Victoria University 2004 — 2008
Human Biology and Biology
MaRS Discovery District September 2013 - Present
Cogniciti January 2011 - October 2013
RBC Dominion Securities 2009 - 2010
Skills
Project Management, Strategic Planning, Data Analysis, Business Strategy, Team Leadership
Education
Stanford University 2009 — 2010
Project Management
University of Toronto - Victoria University 2004 — 2008
Human Biology and Biology
Kyle Sarai, MBA's RBC Dominion Securities Experience January 2015 - Present
Job RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities January 2015 - Present
Skills
Wealth Management, Retirement Planning, Portfolio Management, Investments, Equities, Fixed Income, Insurance, Estate Planning, Trusts, Wills, Financial Analysis, Market Research, Strategic Financial...
Education
Salem International University 2008 — 2010
Master of Business Administration (M.B.A.), International Business
Salem International University 2004 — 2008
Bachelor's Degree, Bus Admin/ Management
RBC Dominion Securities January 2015 - Present
Skills
Wealth Management, Retirement Planning, Portfolio Management, Investments, Equities, Fixed Income, Insurance, Estate Planning, Trusts, Wills, Financial Analysis, Market Research, Strategic Financial...
Education
Salem International University 2008 — 2010
Master of Business Administration (M.B.A.), International Business
Salem International University 2004 — 2008
Bachelor's Degree, Bus Admin/ Management
Fiona Fung Fiona Fung's RBC Dominion Securities Experience August 2012 - Present
Job Investment Advisor Associate at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities August 2012 - Present
RBC Dominion Securities November 2011 - August 2012
TD Bank Group June 2011 - October 2011
UBC Commerce Undergraduate Society April 2010 - April 2011
Organizing Support for Charity April 2010 - April 2011
Southwestern Company May 2010 - August 2010
Tommy Hilfiger September 2008 - May 2010
H. J. Cambie Secondary January 2007 - May 2010
UBC Hospital September 2007 - July 2008
Skills
Direct Sales, Customer Service, Time Management, Teamwork, Sales, Recruiting, Leadership, Microsoft Excel, Investments, Social Media
Education
The University of British Columbia 2007 — 2011
Bachelor of Commerce, Finance, minor in Economics
H.J.Cambie Secondary 2002 — 2007
Canadian Securities Institute
RBC Dominion Securities August 2012 - Present
RBC Dominion Securities November 2011 - August 2012
TD Bank Group June 2011 - October 2011
UBC Commerce Undergraduate Society April 2010 - April 2011
Organizing Support for Charity April 2010 - April 2011
Southwestern Company May 2010 - August 2010
Tommy Hilfiger September 2008 - May 2010
H. J. Cambie Secondary January 2007 - May 2010
UBC Hospital September 2007 - July 2008
Skills
Direct Sales, Customer Service, Time Management, Teamwork, Sales, Recruiting, Leadership, Microsoft Excel, Investments, Social Media
Education
The University of British Columbia 2007 — 2011
Bachelor of Commerce, Finance, minor in Economics
H.J.Cambie Secondary 2002 — 2007
Canadian Securities Institute
Kate Longmoore Kate Longmoore's RBC Dominion Securities Experience May 2009 - August 2009
Job Communications Services Officer at IESO
Industry Public Relations and Communications
Experience
Independent Electricity System Operator March 2012 - Present
Cohn & Wolfe March 2011 - March 2012
Habitat for Humanity Halton 2010 - 2012
BMW September 2009 - 2010
RBC Dominion Securities May 2009 - August 2009
RBC Royal Bank January 2008 - December 2008
RBC Royal Bank May 2008 - August 2008
RBC Royal Bank May 2007 - August 2007
Skills
Marketing Communications, Strategic Communications, Strategy, Media Relations, Corporate Communications, Blogging, Management, Public Relations, Social Media Marketing, Internal Communications, Crisis Communications, Event Management, Leadership, Press Releases
Education
Sheridan College 2010 — 2011
Post-grad, Corporate Communications
University of Ottawa 2005 — 2009
Independent Electricity System Operator March 2012 - Present
Cohn & Wolfe March 2011 - March 2012
Habitat for Humanity Halton 2010 - 2012
BMW September 2009 - 2010
RBC Dominion Securities May 2009 - August 2009
RBC Royal Bank January 2008 - December 2008
RBC Royal Bank May 2008 - August 2008
RBC Royal Bank May 2007 - August 2007
Skills
Marketing Communications, Strategic Communications, Strategy, Media Relations, Corporate Communications, Blogging, Management, Public Relations, Social Media Marketing, Internal Communications, Crisis Communications, Event Management, Leadership, Press Releases
Education
Sheridan College 2010 — 2011
Post-grad, Corporate Communications
University of Ottawa 2005 — 2009
Dean Despas Dean Despas's RBC Dominion Securities Experience September 2002 - May 2006
Job Senior Vice President & Investment Advisor at National Bank Financial
Industry Financial Services
Experience
National Bank Financial May 2006 - Present
RBC Dominion Securities September 2002 - May 2006
Skills
Wealth Management, Financial Analysis, Strategic Financial..., Investments, Retirement Planning, Asset Management, Asset Allocation, Portfolio Management, Securities, Risk Management, Equities, Investment Strategies, Investment Advisory, Estate Planning, Mutual Funds, Fixed Income, Relationship Management, Capital Markets, Commercial Banking, Financial Advisory, Mergers & Acquisitions, Valuation, Bloomberg, Equity Research, Financial Modeling, Investment Banking, Corporate Finance, Investment Management, Financial Planning
Education
St. Francis Xavier University 1995 — 1997
B.B.A., Finance (Dean's List)
Southern Alberta Institute of Technology 1993 — 1995
Diploma (President's List), Business Administration and Management, Marketing
Camrose Composite High School
Camrose Composite High School
Camrose Composite High School
National Bank Financial May 2006 - Present
RBC Dominion Securities September 2002 - May 2006
Skills
Wealth Management, Financial Analysis, Strategic Financial..., Investments, Retirement Planning, Asset Management, Asset Allocation, Portfolio Management, Securities, Risk Management, Equities, Investment Strategies, Investment Advisory, Estate Planning, Mutual Funds, Fixed Income, Relationship Management, Capital Markets, Commercial Banking, Financial Advisory, Mergers & Acquisitions, Valuation, Bloomberg, Equity Research, Financial Modeling, Investment Banking, Corporate Finance, Investment Management, Financial Planning
Education
St. Francis Xavier University 1995 — 1997
B.B.A., Finance (Dean's List)
Southern Alberta Institute of Technology 1993 — 1995
Diploma (President's List), Business Administration and Management, Marketing
Camrose Composite High School
Camrose Composite High School
Camrose Composite High School
Lawrence Bourke Lawrence Bourke's RBC Dominion Securities Experience January 2005 - January 2007
Job Mortgage Professional at Dominion Lending Icare Mortgages
Industry Financial Services
Experience
Dominion Lending Icare Mortgages September 2014 - Present
Manulife Financial 2012 - September 2014
Manulife Securities Incorporated May 2010 - December 2012
RBC Dominion Securities January 2005 - January 2007
Skills
Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Retirement, Financial Advisory, Investment Strategies, Finance, Financial Services, Mortgage Lending, Cash Flow Analysis, Cash Flow Management, Financial Planning, Portfolio Management, Asset Management, Banking, Risk Management
Education
The University of British Columbia
Urban Land Economics
Dominion Lending Icare Mortgages September 2014 - Present
Manulife Financial 2012 - September 2014
Manulife Securities Incorporated May 2010 - December 2012
RBC Dominion Securities January 2005 - January 2007
Skills
Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Retirement, Financial Advisory, Investment Strategies, Finance, Financial Services, Mortgage Lending, Cash Flow Analysis, Cash Flow Management, Financial Planning, Portfolio Management, Asset Management, Banking, Risk Management
Education
The University of British Columbia
Urban Land Economics
Ami Vyas Ami Vyas's RBC Dominion Securities Experience 2001 - 2003
Job National Strategies and Special Projects Manager
Industry Financial Services
Experience
Edward Jones September 2014 - Present
Edward Jones January 2011 - September 2014
Edward Jones September 2008 - January 2011
Edward Jones 2006 - 2008
Edward Jones 2005 - 2006
RBC Dominion Securities 2001 - 2003
Skills
Recruiting, Business Planning, Leadership, Customer Service, Public Speaking, Building Relationships, Strategic Planning, Relationship Management, Sales, Team Leadership, Account Management, Business Development, Relationship Building, Talent Acquisition, Cold Calling, Management, Sales Management
Education
Sheridan College 2003 — 2004
Post-Grad Certificate, Corporate Communications
University of Toronto at Mississauga - Erindale College 1996 — 2000
H. BSc.
Edward Jones September 2014 - Present
Edward Jones January 2011 - September 2014
Edward Jones September 2008 - January 2011
Edward Jones 2006 - 2008
Edward Jones 2005 - 2006
RBC Dominion Securities 2001 - 2003
Skills
Recruiting, Business Planning, Leadership, Customer Service, Public Speaking, Building Relationships, Strategic Planning, Relationship Management, Sales, Team Leadership, Account Management, Business Development, Relationship Building, Talent Acquisition, Cold Calling, Management, Sales Management
Education
Sheridan College 2003 — 2004
Post-Grad Certificate, Corporate Communications
University of Toronto at Mississauga - Erindale College 1996 — 2000
H. BSc.
Terry Yaremchuk, B.Comm. Terry Yaremchuk, B.Comm.'s RBC Dominion Securities Experience June 1996 - September 1996
Job Investment Advisor/Options & Futures Representative at Global Securities Corporation
Industry Investment Management
Experience
Global Securities Corporation June 2012 - Present
South Korea 2002 - 2008
Canaccord Financial 2000 - 2001
BMO Nesbitt Burns 1997 - 2000
Global Securities 1996 - 1997
RBC Dominion Securities June 1996 - September 1996
Pacific Coast Savings Credit Union January 1990 - April 1991
Skills
Wealth Management, Investments, Equities, Options, Futures, RRSP, TFSA, Group RRSP's, Tactical Asset..., Hedging, Venture Capital, Capital Markets, Individual Pension Plans, Technical Analysis, Financial Analysis, Trading, ETFs, Fixed Income, Closed-end Funds, Equity Research, Securities, Stocks, Financial Modeling, Valuation, Bloomberg, Asset Management, Mutual Funds
Education
Sauder School of Business 1991 — 1994
B.Comm, Finance
UBC 1991 — 1994
Commerce, Finance
Mt. Douglas Sr. Secondary 1981 — 1983
Global Securities Corporation June 2012 - Present
South Korea 2002 - 2008
Canaccord Financial 2000 - 2001
BMO Nesbitt Burns 1997 - 2000
Global Securities 1996 - 1997
RBC Dominion Securities June 1996 - September 1996
Pacific Coast Savings Credit Union January 1990 - April 1991
Skills
Wealth Management, Investments, Equities, Options, Futures, RRSP, TFSA, Group RRSP's, Tactical Asset..., Hedging, Venture Capital, Capital Markets, Individual Pension Plans, Technical Analysis, Financial Analysis, Trading, ETFs, Fixed Income, Closed-end Funds, Equity Research, Securities, Stocks, Financial Modeling, Valuation, Bloomberg, Asset Management, Mutual Funds
Education
Sauder School of Business 1991 — 1994
B.Comm, Finance
UBC 1991 — 1994
Commerce, Finance
Mt. Douglas Sr. Secondary 1981 — 1983
Fraser McElrea's RBC Dominion Securities Experience May 2014 - Present
Job Investment Associate at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities May 2014 - Present
Cowie and Fox 2013 - 2013
Skills
Marketing, Social Media Marketing, Social Media, Teamwork, Facebook, Marketing Strategy, Event Planning, Market Research, Customer Service
Education
The University of British Columbia 2010 — 2014
Commerce, Marketing
Canadian Securities Institute 2014 — 2014
Futures Licensing Course
Canadian Securities Institute 2014 — 2014
Derivatives Fundamentals and Options Licensing Course
Canadian Securities Institute 2014 — 2014
Conduct and Practices Handbook
Canadian Securities Institute 2010 — 2011
Canadian Securities Course
RBC Dominion Securities May 2014 - Present
Cowie and Fox 2013 - 2013
Skills
Marketing, Social Media Marketing, Social Media, Teamwork, Facebook, Marketing Strategy, Event Planning, Market Research, Customer Service
Education
The University of British Columbia 2010 — 2014
Commerce, Marketing
Canadian Securities Institute 2014 — 2014
Futures Licensing Course
Canadian Securities Institute 2014 — 2014
Derivatives Fundamentals and Options Licensing Course
Canadian Securities Institute 2014 — 2014
Conduct and Practices Handbook
Canadian Securities Institute 2010 — 2011
Canadian Securities Course
Maggie Chen Maggie Chen's RBC Dominion Securities Experience March 2010 - May 2010
Job Data Scientist at Twitter
Industry Information Technology and Services
Experience
Twitter May 2015 - Present
BlackRock October 2014 - January 2015
CPP Investment Board April 2013 - February 2014
BMO June 2012 - December 2012
BMO Nesbitt Burns May 2011 - August 2011
RBC Dominion Securities March 2010 - May 2010
Skills
Mutual Funds, Financial Modeling, Investments, Portfolio Management, Economics, Statistics, Wealth Management, Risk Management, Investment Strategies, Strategic Financial..., Bloomberg, Investment Management, Due Diligence
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
Master
University of Toronto - University College 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Mathematics and Statistics
Ithaca High School 2006 — 2007
The London School of Economics and Political Science (LSE)
Economics
High School Affiliated to Nanjing Normal University
Twitter May 2015 - Present
BlackRock October 2014 - January 2015
CPP Investment Board April 2013 - February 2014
BMO June 2012 - December 2012
BMO Nesbitt Burns May 2011 - August 2011
RBC Dominion Securities March 2010 - May 2010
Skills
Mutual Funds, Financial Modeling, Investments, Portfolio Management, Economics, Statistics, Wealth Management, Risk Management, Investment Strategies, Strategic Financial..., Bloomberg, Investment Management, Due Diligence
Education
University of California, Berkeley, Haas School of Business 2014 — 2015
Master
University of Toronto - University College 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Mathematics and Statistics
Ithaca High School 2006 — 2007
The London School of Economics and Political Science (LSE)
Economics
High School Affiliated to Nanjing Normal University
Carrie Kimberley Carrie Kimberley's RBC Dominion Securities Experience 2006 - 2010
Job Director, Advisor Experience Practice Management
Industry Financial Services
Experience
Credential February 2015 - Present
ScotiaMcLeod April 2013 - May 2014
Business Owner/Consultant July 2010 - April 2013
RBC Dominion Securities 2006 - 2010
Cypress Capital Management January 1999 - January 2004
RT Investment Counsel June 1998 - January 1999
Vancouver Financial Planning Consultants August 1995 - June 1998
Skills
Wealth Management, New Business Development, Market Research, Marketing Strategy, Sales Process, Communication, Franchising, Operational Excellence, Organizational..., Human Resources, Training, Conflict Management, Presentations, Office Administration, People Development, Coaching, Leadership, Small Business, Compliance, Recruiting, Customer Service, Report Writing, Marketing, Strategic Planning, Financial Planning, Financial Services, Portfolio Management, Relationship Management, Retirement Planning, Investments, Management, Mutual Funds
Education
Royal Roads University 2014 — 2016
Master's Degree, Leadership
The University of Hull
BA Hons, Social Policy & Administration
Canadian Securities Institute
Dale Carnegie Training
Leadership Training for Managers
Credential February 2015 - Present
ScotiaMcLeod April 2013 - May 2014
Business Owner/Consultant July 2010 - April 2013
RBC Dominion Securities 2006 - 2010
Cypress Capital Management January 1999 - January 2004
RT Investment Counsel June 1998 - January 1999
Vancouver Financial Planning Consultants August 1995 - June 1998
Skills
Wealth Management, New Business Development, Market Research, Marketing Strategy, Sales Process, Communication, Franchising, Operational Excellence, Organizational..., Human Resources, Training, Conflict Management, Presentations, Office Administration, People Development, Coaching, Leadership, Small Business, Compliance, Recruiting, Customer Service, Report Writing, Marketing, Strategic Planning, Financial Planning, Financial Services, Portfolio Management, Relationship Management, Retirement Planning, Investments, Management, Mutual Funds
Education
Royal Roads University 2014 — 2016
Master's Degree, Leadership
The University of Hull
BA Hons, Social Policy & Administration
Canadian Securities Institute
Dale Carnegie Training
Leadership Training for Managers
Kanika Razdan (CSC, CPH) Kanika Razdan (CSC, CPH)'s RBC Dominion Securities Experience January 2009 - April 2009
Job (lic) Investment Representative at BMO Nesbitt Burns
Industry Banking
Experience
BMO Nesbitt Burns October 2013 - Present
BMO Nesbitt Burns April 2011 - October 2013
BMO Nesbitt Burns December 2010 - April 2011
Ryerson University Career Centre September 2009 - April 2010
RBC Dominion Securities January 2009 - April 2009
Skills
ThomsonOne, Salesforce.com, Portfolio Pro, BTS, R.I.S, Portfolio Management, Client-link, Microsoft Office, Teamwork, Software Documentation, Research, Marketing Research, Groupwise
Education
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
Coducts and Practices Handbook
Ryerson University 2006 — 2010
Bachelors of Commerce - Business Management, (Major - Management, Minor - Marketing)
Sir John A. Macdonald
BMO Nesbitt Burns October 2013 - Present
BMO Nesbitt Burns April 2011 - October 2013
BMO Nesbitt Burns December 2010 - April 2011
Ryerson University Career Centre September 2009 - April 2010
RBC Dominion Securities January 2009 - April 2009
Skills
ThomsonOne, Salesforce.com, Portfolio Pro, BTS, R.I.S, Portfolio Management, Client-link, Microsoft Office, Teamwork, Software Documentation, Research, Marketing Research, Groupwise
Education
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
Coducts and Practices Handbook
Ryerson University 2006 — 2010
Bachelors of Commerce - Business Management, (Major - Management, Minor - Marketing)
Sir John A. Macdonald
Lily Cho Lily Cho's RBC Dominion Securities Experience October 2010 - Present
Job Marketing Analyst at RBC
Industry Investment Management
Experience
RBC Dominion Securities October 2010 - Present
Ontario International College March 2010 - June 2010
Consumer Vision September 2006 - March 2010
Ryerson University January 2008 - May 2009
Ryerson University September 2007 - April 2008
Skills
Statistics, Market Research, Data Analysis, Analysis, Economics, Research, SAS, Qualitative Research, Quantitative Research, Analytics, Data Mining, Microsoft Excel, Microsoft Office, PowerPoint, Econometrics, Access, Microsoft Word, Project Management, Forecasting, SPSS, Financial Analysis
Education
Ryerson University 2007 — 2008
Masters, International Economics and Finance
University of Toronto at Scarborough 2002 — 2007
BA, Economics and Psychology
Riverdale CI
RBC Dominion Securities October 2010 - Present
Ontario International College March 2010 - June 2010
Consumer Vision September 2006 - March 2010
Ryerson University January 2008 - May 2009
Ryerson University September 2007 - April 2008
Skills
Statistics, Market Research, Data Analysis, Analysis, Economics, Research, SAS, Qualitative Research, Quantitative Research, Analytics, Data Mining, Microsoft Excel, Microsoft Office, PowerPoint, Econometrics, Access, Microsoft Word, Project Management, Forecasting, SPSS, Financial Analysis
Education
Ryerson University 2007 — 2008
Masters, International Economics and Finance
University of Toronto at Scarborough 2002 — 2007
BA, Economics and Psychology
Riverdale CI
Roman Kabanov Roman Kabanov's RBC Dominion Securities Experience September 2009 - December 2009
Job Broker Mortgage Administrator
Industry Banking
Experience
B2B Bank July 2014 - Present
B2B Trust December 2012 - July 2014
Setter Capital June 2008 - August 2010
RBC Dominion Securities September 2009 - December 2009
Best Buy Corporation September 2006 - September 2007
Mr.Submarine Limited April 2002 - January 2006
Salvation Army July 2005 - August 2005
Skills
SPSS, Community Engagement, Community Service, Economics, International Economics, International Business, Microsoft Office, Telephone Skills, Problem Solving, Critical Thinking, Public Speaking, Access, Sales, Time Management, Investments, Leadership, Microsoft Excel, Customer Service, Teamwork, Financial Analysis, Marketing, Retail
Education
Ryerson University 2007 — 2012
Bachelor of Commerce (B.Com.), Economics Major, Finance Minor
Bishop Allen
B2B Bank July 2014 - Present
B2B Trust December 2012 - July 2014
Setter Capital June 2008 - August 2010
RBC Dominion Securities September 2009 - December 2009
Best Buy Corporation September 2006 - September 2007
Mr.Submarine Limited April 2002 - January 2006
Salvation Army July 2005 - August 2005
Skills
SPSS, Community Engagement, Community Service, Economics, International Economics, International Business, Microsoft Office, Telephone Skills, Problem Solving, Critical Thinking, Public Speaking, Access, Sales, Time Management, Investments, Leadership, Microsoft Excel, Customer Service, Teamwork, Financial Analysis, Marketing, Retail
Education
Ryerson University 2007 — 2012
Bachelor of Commerce (B.Com.), Economics Major, Finance Minor
Bishop Allen
Gina Campana's RBC Dominion Securities Experience 1992 - 2000
Job Office Manager/ Administrator at Rosenberg & Chesnov, CPAs
Industry Financial Services
Experience
Rosenberg & Chesnov, CPAs June 2014 - Present
Stein, de Visser & Mintz April 2014 - June 2014
SMC Intl Group February 2014 - April 2014
Ganer Grossbach & Ganer June 2012 - September 2013
Ambit Energy December 2011 - May 2013
Woloshen & Herman, CPAs December 2008 - June 2012
RBC Dominion Securities 1992 - 2000
Budget Rent a car 1990 - 1992
Skills
Administrative..., Real Estate, Network Marketing, See my Resume, Sales, Customer Service
Education
Queensborough Community College 1981 — 1982
N/A, Business Administration and Management, General
Rosenberg & Chesnov, CPAs June 2014 - Present
Stein, de Visser & Mintz April 2014 - June 2014
SMC Intl Group February 2014 - April 2014
Ganer Grossbach & Ganer June 2012 - September 2013
Ambit Energy December 2011 - May 2013
Woloshen & Herman, CPAs December 2008 - June 2012
RBC Dominion Securities 1992 - 2000
Budget Rent a car 1990 - 1992
Skills
Administrative..., Real Estate, Network Marketing, See my Resume, Sales, Customer Service
Education
Queensborough Community College 1981 — 1982
N/A, Business Administration and Management, General
Chris クリス Kwok 郭 Chris クリス Kwok 郭's RBC Dominion Securities Experience 2008 - Present
Job Vice President & Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities 2008 - Present
TD Bank Group 1989 - 2008
Richardson Greenshields of Canada 1986 - 1989
Skills
Wealth Management, Investment Advisory, Japanese Business..., High Net Worth..., ETFs, Asset Management, Mutual Funds, Fixed Income, Investment Strategies, Investments, Hedge Funds, Banking, Portfolio Management, Bonds, Wealth Management..., Investment Management, Asset Allocation, Retirement Planning
Education
Marist Brothers International School, Kobe - Japan
High School
The University of British Columbia
BA, Economics
RBC Dominion Securities 2008 - Present
TD Bank Group 1989 - 2008
Richardson Greenshields of Canada 1986 - 1989
Skills
Wealth Management, Investment Advisory, Japanese Business..., High Net Worth..., ETFs, Asset Management, Mutual Funds, Fixed Income, Investment Strategies, Investments, Hedge Funds, Banking, Portfolio Management, Bonds, Wealth Management..., Investment Management, Asset Allocation, Retirement Planning
Education
Marist Brothers International School, Kobe - Japan
High School
The University of British Columbia
BA, Economics
Angel Hou Angel Hou's RBC Dominion Securities Experience July 2012 - March 2013
Job Junior Accounting Associate at Bench Accounting
Industry Financial Services
Experience
Bench Accounting April 2015 - Present
TD March 2014 - April 2015
Tealips café June 2011 - July 2014
RBC Dominion Securities July 2012 - March 2013
Vancouver Fashion Week March 2011 - May 2011
Skills
Teamwork, Time Management, Microsoft Office, Customer Service, Event Planning, Public Speaking, Leadership, English, Financial Modeling, Finance, French, mandarin, Business Development, PowerPoint, Organization, Microsoft Excel, Financial Analysis
Education
The University of British Columbia 2009 — 2013
Bachelor of Commerce (B.Com.), finance, minor in Psychology
Tsinghua University 2012 — 2012
School, Economics and Management
Bench Accounting April 2015 - Present
TD March 2014 - April 2015
Tealips café June 2011 - July 2014
RBC Dominion Securities July 2012 - March 2013
Vancouver Fashion Week March 2011 - May 2011
Skills
Teamwork, Time Management, Microsoft Office, Customer Service, Event Planning, Public Speaking, Leadership, English, Financial Modeling, Finance, French, mandarin, Business Development, PowerPoint, Organization, Microsoft Excel, Financial Analysis
Education
The University of British Columbia 2009 — 2013
Bachelor of Commerce (B.Com.), finance, minor in Psychology
Tsinghua University 2012 — 2012
School, Economics and Management
Hugo Sit Hugo Sit's RBC Dominion Securities Experience September 2011 - March 2012
Job Visual Marketing Specialist at Hudson's Bay Company
Industry Marketing and Advertising
Experience
Hudson's Bay Company April 2011 - Present
RBC Dominion Securities September 2011 - March 2012
C.J. Marketing LTD May 2006 - April 2011
Skills
Marketing, Market Planning, Trade Shows, Marketing Communications, Marketing Strategy, Advertising, Sales Management, Online Advertising
Education
York University
BAS, Business Administration and Management, General
Seneca College of Applied Arts and Technology 2008 — 2010
Ontario College Diploma, Business, Management, Marketing, and Related Support Services
Hudson's Bay Company April 2011 - Present
RBC Dominion Securities September 2011 - March 2012
C.J. Marketing LTD May 2006 - April 2011
Skills
Marketing, Market Planning, Trade Shows, Marketing Communications, Marketing Strategy, Advertising, Sales Management, Online Advertising
Education
York University
BAS, Business Administration and Management, General
Seneca College of Applied Arts and Technology 2008 — 2010
Ontario College Diploma, Business, Management, Marketing, and Related Support Services
Brian Kape's RBC Dominion Securities Experience September 1999 - September 2001
Job Sales Manager Correspondent Clearing Services at BNP Paribas
Industry Financial Services
Experience
BNP Paribas October 2013 - Present
Scivantage April 2012 - September 2013
Broadridge Financial Solutions, Inc June 2008 - April 2012
Concord Wealth Management September 2006 - September 2008
Pershing September 2002 - September 2006
Investec Ernst September 2001 - November 2002
RBC Dominion Securities September 1999 - September 2001
D.E Shaw/Farsight Financial September 1996 - September 1999
National Discount Brokers September 1993 - September 1996
Skills
Solution Design, New Business Development, Direct Sales, CRM, Portfolio Management, Start-ups, Investments, Business Development, Financial Services, Securities, Equities, Outsourcing, Fixed Income, Management, Hedge Funds, Mutual Funds, Asset Management, Banking, Trading, Business Planning, Wealth Management, Integration, Analytics, Solution Architecture, SaaS, Business Analysis, Relationship Management, Prime Brokerage, Strategic Planning, Project Management, Series 7, Product Management, Customer Service
Education
Rider University 1979 — 1983
BS - Business Administration
BNP Paribas October 2013 - Present
Scivantage April 2012 - September 2013
Broadridge Financial Solutions, Inc June 2008 - April 2012
Concord Wealth Management September 2006 - September 2008
Pershing September 2002 - September 2006
Investec Ernst September 2001 - November 2002
RBC Dominion Securities September 1999 - September 2001
D.E Shaw/Farsight Financial September 1996 - September 1999
National Discount Brokers September 1993 - September 1996
Skills
Solution Design, New Business Development, Direct Sales, CRM, Portfolio Management, Start-ups, Investments, Business Development, Financial Services, Securities, Equities, Outsourcing, Fixed Income, Management, Hedge Funds, Mutual Funds, Asset Management, Banking, Trading, Business Planning, Wealth Management, Integration, Analytics, Solution Architecture, SaaS, Business Analysis, Relationship Management, Prime Brokerage, Strategic Planning, Project Management, Series 7, Product Management, Customer Service
Education
Rider University 1979 — 1983
BS - Business Administration
Janet Sze's RBC Dominion Securities Experience February 2008 - Present
Job Associate Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities February 2008 - Present
City of Richmond May 2007 - Present
Education
Canadian Securities Institute
CSC, CPH, PFPC, WME
The University of British Columbia / UBC
BA, Econonmics and Psychology
RBC Dominion Securities February 2008 - Present
City of Richmond May 2007 - Present
Education
Canadian Securities Institute
CSC, CPH, PFPC, WME
The University of British Columbia / UBC
BA, Econonmics and Psychology
Patricia Ng Patricia Ng's RBC Dominion Securities Experience March 2015 - Present
Job RBC Dominion Securities
Industry Banking
Experience
RBC Dominion Securities March 2015 - Present
RBC Wealth Management July 2005 - March 2015
BMO Nesbitt Burns, Private Client Division July 2004 - July 2005
CIBC Wealth Management July 2001 - July 2004
Scotia Capital July 1991 - July 2001
Skills
Wealth Management, Investments, Strategic Financial..., Retirement, Retirement Planning, Mortgage Lending, Financial Advisory, Residential Mortgages
Education
The University of British Columbia 1986 — 1990
B.Comm, Urban Land Economics
The University of British Columbia 1986 — 1990
Bachelor of Commerce (B.Com.), Urban Land Economics
RBC Dominion Securities March 2015 - Present
RBC Wealth Management July 2005 - March 2015
BMO Nesbitt Burns, Private Client Division July 2004 - July 2005
CIBC Wealth Management July 2001 - July 2004
Scotia Capital July 1991 - July 2001
Skills
Wealth Management, Investments, Strategic Financial..., Retirement, Retirement Planning, Mortgage Lending, Financial Advisory, Residential Mortgages
Education
The University of British Columbia 1986 — 1990
B.Comm, Urban Land Economics
The University of British Columbia 1986 — 1990
Bachelor of Commerce (B.Com.), Urban Land Economics
Navroze Sehit's RBC Dominion Securities Experience April 2012 - August 2012
Job Summer Intern at RBC Global Asset Management
Industry Financial Services
Experience
RBC Global Asset Management September 2013 - January 2015
RBC Global Asset Management May 2013 - August 2013
The University of British Columbia September 2012 - April 2013
The University of British Columbia September 2012 - April 2013
RBC Dominion Securities April 2012 - August 2012
Me Inc. Conference April 2011 - June 2012
UBC Case Competition Club September 2010 - May 2012
Skills
Financial Analysis, Portfolio Management, Teamwork, Investment Banking, Securities, Financial Modeling, Sales, Asset Allocation, Equity Trading, Equity Research Analysis, Equity Valuation, Cost Control, Benefit Cost Analysis, Data Validation, Operational Cost..., Linear Regression, Close Attention to..., Communication, Quantitative Research, Public Speaking
Education
The University of British Columbia 2010 — 2015
Sauder School of Business: Bachelor of Commerce, Finance & Accounting
R.C Palmer Secondary School 2006 — 2010
RBC Global Asset Management September 2013 - January 2015
RBC Global Asset Management May 2013 - August 2013
The University of British Columbia September 2012 - April 2013
The University of British Columbia September 2012 - April 2013
RBC Dominion Securities April 2012 - August 2012
Me Inc. Conference April 2011 - June 2012
UBC Case Competition Club September 2010 - May 2012
Skills
Financial Analysis, Portfolio Management, Teamwork, Investment Banking, Securities, Financial Modeling, Sales, Asset Allocation, Equity Trading, Equity Research Analysis, Equity Valuation, Cost Control, Benefit Cost Analysis, Data Validation, Operational Cost..., Linear Regression, Close Attention to..., Communication, Quantitative Research, Public Speaking
Education
The University of British Columbia 2010 — 2015
Sauder School of Business: Bachelor of Commerce, Finance & Accounting
R.C Palmer Secondary School 2006 — 2010
Kent Bienert Kent Bienert's RBC Dominion Securities Experience January 1998 - May 2002
Job Financial Analyst | Forecasting | Budgeting | Project Accounting | Full Cycle Accounting
Industry Accounting
Experience
Alberta Energy Regulator (AER) January 2014 - February 2014
GRAHAM Construction August 2013 - December 2013
University of Calgary June 2012 - August 2012
University of Calgary, Information Technologies July 2007 - June 2012
Colt Geomatic Solutions Ltd. d.b.a WorleyParsons August 2006 - July 2007
RockPointe Church August 2002 - August 2006
RBC Dominion Securities January 1998 - May 2002
Skills
Budgets, Strategic Planning, Analysis, Team Leadership, Accounting, Variance Analysis, Financial Analysis, Accruals, High Level Of Accuracy, Internal Controls, P&L Forecasting, Compliance, Microsoft Excel, Project Accounting, Accounts..., Management Reports, Financial Statements, Corporate Returns, Yearend Audit Working..., Full Cycle Accounting, Attentiveness to Detail, Teamwork, Self-starter, Accounting Procedures, Communication, Customer-focused Service, Budgeting, Investigative, Strategic Analysis, Hiring Personnel, Supervising Others, Cash Flow, Time Management, Payroll, Journal Entries, Financial Reporting, Process Improvement, Business Process, Budget Monitoring, Cognos, Bookkeeping, Internal Audit, Financial Accounting, Accounts Payable, Management, Invoicing, Strategic Financial...
Education
SAIT 2012 — 2014
Accelerated Accounting Diploma (In Progress), Accounting
University of Calgary 1996 — 2000
B. Comm, Finance
Canadian Securities Institute 1999 — 1999
Canadian Securities Course
Wetaskiwin Composite High School 1988 — 1991
Alberta Energy Regulator (AER) January 2014 - February 2014
GRAHAM Construction August 2013 - December 2013
University of Calgary June 2012 - August 2012
University of Calgary, Information Technologies July 2007 - June 2012
Colt Geomatic Solutions Ltd. d.b.a WorleyParsons August 2006 - July 2007
RockPointe Church August 2002 - August 2006
RBC Dominion Securities January 1998 - May 2002
Skills
Budgets, Strategic Planning, Analysis, Team Leadership, Accounting, Variance Analysis, Financial Analysis, Accruals, High Level Of Accuracy, Internal Controls, P&L Forecasting, Compliance, Microsoft Excel, Project Accounting, Accounts..., Management Reports, Financial Statements, Corporate Returns, Yearend Audit Working..., Full Cycle Accounting, Attentiveness to Detail, Teamwork, Self-starter, Accounting Procedures, Communication, Customer-focused Service, Budgeting, Investigative, Strategic Analysis, Hiring Personnel, Supervising Others, Cash Flow, Time Management, Payroll, Journal Entries, Financial Reporting, Process Improvement, Business Process, Budget Monitoring, Cognos, Bookkeeping, Internal Audit, Financial Accounting, Accounts Payable, Management, Invoicing, Strategic Financial...
Education
SAIT 2012 — 2014
Accelerated Accounting Diploma (In Progress), Accounting
University of Calgary 1996 — 2000
B. Comm, Finance
Canadian Securities Institute 1999 — 1999
Canadian Securities Course
Wetaskiwin Composite High School 1988 — 1991
Debbie Maheras Debbie Maheras's RBC Dominion Securities Experience December 1998 - September 2000
Job Financial Services Professional
Industry Financial Services
Experience
Valady Enterprises Limited January 2009 - Present
Royal Bank of Canada August 2006 - August 2008
Canadian Wealth Management Group, Royal Bank of Canada October 2000 - May 2006
RBC Dominion Securities December 1998 - September 2000
Skills
Electronic Trading, User Acceptance Testing, Insurance, SDLC, Business Analysis, Trading Systems, Customer Service, Quality Assurance, Equities, Vendor Management, Requirements Gathering, Back Office, Analysis, Social Media
Education
Ryerson University 1993 — 1997
Bachelor of Applied Arts, Urban and Regional PlanningEnvironmental Management
Valady Enterprises Limited January 2009 - Present
Royal Bank of Canada August 2006 - August 2008
Canadian Wealth Management Group, Royal Bank of Canada October 2000 - May 2006
RBC Dominion Securities December 1998 - September 2000
Skills
Electronic Trading, User Acceptance Testing, Insurance, SDLC, Business Analysis, Trading Systems, Customer Service, Quality Assurance, Equities, Vendor Management, Requirements Gathering, Back Office, Analysis, Social Media
Education
Ryerson University 1993 — 1997
Bachelor of Applied Arts, Urban and Regional PlanningEnvironmental Management
Tracy E.M. Price Tracy E.M. Price's RBC Dominion Securities Experience May 1984 - Present
Job Vice President and Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
Tri-Cities Chamber of Commerce 1994 - Present
RBC Dominion Securities May 1984 - Present
Crossroads Hospice Foundation January 2009 - August 2014
Fraser River Discovery Centre April 2011 - July 2014
Crossroads Hospice Society January 2000 - December 2008
Skills
Wealth Management, Investments, Strategic Financial..., Portfolio Management, Estate Planning, Investment Strategies, Investment Advisory, Financial Planners
Education
Canadian Securities Institute 1993 — 2017
CIM, FCSI, CIM, Finance and Investment
Simon Fraser University 1980 — 1984
BBA, Finance and Economics
Tri-Cities Chamber of Commerce 1994 - Present
RBC Dominion Securities May 1984 - Present
Crossroads Hospice Foundation January 2009 - August 2014
Fraser River Discovery Centre April 2011 - July 2014
Crossroads Hospice Society January 2000 - December 2008
Skills
Wealth Management, Investments, Strategic Financial..., Portfolio Management, Estate Planning, Investment Strategies, Investment Advisory, Financial Planners
Education
Canadian Securities Institute 1993 — 2017
CIM, FCSI, CIM, Finance and Investment
Simon Fraser University 1980 — 1984
BBA, Finance and Economics
Bei Wang, CFA, MFin Bei Wang, CFA, MFin's RBC Dominion Securities Experience December 2010 - September 2012
Job Sr. Analyst, Scotiabank GRM
Industry Financial Services
Experience
Scotiabank September 2014 - Present
Executive Office Finance, Scotiabank August 2012 - Present
RBC Dominion Securities December 2010 - September 2012
China Construction Bank July 2008 - August 2008
Skills
Chartered Financial..., Finance, Risk Management, Equity Research, VBA, Valuation, Microsoft Office, Microsoft Excel, Mandarin, Investment Portfolio, Market Research, Canadian Securities..., Financial Reporting, Financial Modeling, Portfolio Management, Bloomberg
Education
CFA Institute 2010 — 2014
York University - Schulich School of Business 2009 — 2010
Master, Finance
Canadian Securities Institute 2011 — 2011
CSC Securities Course
Marquee Financial Modeling courses 2010 — 2010
Valuation and Financial Modeling
Southwestern University of Finance and Economics 2005 — 2009
Bachelor of Science, Economics
Wine & Spirit Education Trust 2014 — 2014
WSET® Level 2 Award Wines and Spirits (QCF), The key grape varieties and regions of the world, and principle varieties of spirits., Pass with Merit
Scotiabank September 2014 - Present
Executive Office Finance, Scotiabank August 2012 - Present
RBC Dominion Securities December 2010 - September 2012
China Construction Bank July 2008 - August 2008
Skills
Chartered Financial..., Finance, Risk Management, Equity Research, VBA, Valuation, Microsoft Office, Microsoft Excel, Mandarin, Investment Portfolio, Market Research, Canadian Securities..., Financial Reporting, Financial Modeling, Portfolio Management, Bloomberg
Education
CFA Institute 2010 — 2014
York University - Schulich School of Business 2009 — 2010
Master, Finance
Canadian Securities Institute 2011 — 2011
CSC Securities Course
Marquee Financial Modeling courses 2010 — 2010
Valuation and Financial Modeling
Southwestern University of Finance and Economics 2005 — 2009
Bachelor of Science, Economics
Wine & Spirit Education Trust 2014 — 2014
WSET® Level 2 Award Wines and Spirits (QCF), The key grape varieties and regions of the world, and principle varieties of spirits., Pass with Merit
Ahuva Ratner Ahuva Ratner's RBC Dominion Securities Experience September 2009 - October 2012
Job Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy October 2012 - Present
RBC Dominion Securities September 2009 - October 2012
ScotiaMcLeod 2008 - 2009
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Wealth, Coaching, Small Business, Finance, Investments, Investment Strategies, Retirement, Financial Planners, Mutual Funds, Investment Advisory, Portfolio Management, Asset Management, Asset Allocation, Financial Planning
Education
Technion - Israel Institute of Technology 1981 — 1984
Ph.D, Applied Mathematics
Technion - Israel Institute of Technology 1977 — 1981
BS.c, Applied Mathematics
CIBC Wood Gundy October 2012 - Present
RBC Dominion Securities September 2009 - October 2012
ScotiaMcLeod 2008 - 2009
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Wealth, Coaching, Small Business, Finance, Investments, Investment Strategies, Retirement, Financial Planners, Mutual Funds, Investment Advisory, Portfolio Management, Asset Management, Asset Allocation, Financial Planning
Education
Technion - Israel Institute of Technology 1981 — 1984
Ph.D, Applied Mathematics
Technion - Israel Institute of Technology 1977 — 1981
BS.c, Applied Mathematics
Lisa (Roth) Collins, RHN Lisa (Roth) Collins, RHN's RBC Dominion Securities Experience 1996 - 1997
Job Sales Representative | Keller Williams Referred Realty and Registered Holistic Nutritionist (RHN)
Industry Real Estate
Experience
Clearer Me June 2015 - Present
Keller Williams Referred Realty August 2014 - Present
Keller Williams Real Estate Service November 2012 - August 2014
Sutton Group-Admiral Realty, Inc. March 2004 - November 2012
Davis + Henderson 2001 - 2003
Novator 2000 - 2001
Mediconsult 2000 - 2000
PCDOCS 1999 - 2000
Software Spectrum 1997 - 1999
RBC Dominion Securities 1996 - 1997
Skills
Real Estate, First Time Home Buyers, Negotiation, Investment Properties, Relocation, Real Estate Transactions, Residential Homes, Condos, Single Family Homes, Townhomes, Buyer Representation, Referrals, Seniors, Luxury, Contract Negotiation, Residential, Buying, Nutrition, Nutritional Counseling, Nutrition Education
Education
Canadian School of Natural Nutrition 2014 — 2015
Registered Holistic Nutritionist, Foods, Nutrition, and Wellness Studies, General
Syracuse University 1988 — 1992
BSc, Retailing and Marketing
Havergal College 1979 — 1990
Denlow Public School 1976 — 1980
Pineway P.S. 1974 — 1976
Clearer Me June 2015 - Present
Keller Williams Referred Realty August 2014 - Present
Keller Williams Real Estate Service November 2012 - August 2014
Sutton Group-Admiral Realty, Inc. March 2004 - November 2012
Davis + Henderson 2001 - 2003
Novator 2000 - 2001
Mediconsult 2000 - 2000
PCDOCS 1999 - 2000
Software Spectrum 1997 - 1999
RBC Dominion Securities 1996 - 1997
Skills
Real Estate, First Time Home Buyers, Negotiation, Investment Properties, Relocation, Real Estate Transactions, Residential Homes, Condos, Single Family Homes, Townhomes, Buyer Representation, Referrals, Seniors, Luxury, Contract Negotiation, Residential, Buying, Nutrition, Nutritional Counseling, Nutrition Education
Education
Canadian School of Natural Nutrition 2014 — 2015
Registered Holistic Nutritionist, Foods, Nutrition, and Wellness Studies, General
Syracuse University 1988 — 1992
BSc, Retailing and Marketing
Havergal College 1979 — 1990
Denlow Public School 1976 — 1980
Pineway P.S. 1974 — 1976
Kaoru Takanashi Kaoru Takanashi's RBC Dominion Securities Experience June 2009 - Present
Job Compliance Officer at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities June 2009 - Present
IIROC November 2007 - June 2009
Advisor Impact Inc. August 2006 - September 2007
BMO InvestorLine April 2003 - September 2006
Bank of Montreal April 2002 - April 2003
Skills
Securities, Risk Management, AML, Investments, Options, Policy, Compliance, Regulatory Affairs, Futures, Auditing, Banking, Derivatives, Wealth Management
Education
Ryerson University 1996 — 2001
B.A.A
RBC Dominion Securities June 2009 - Present
IIROC November 2007 - June 2009
Advisor Impact Inc. August 2006 - September 2007
BMO InvestorLine April 2003 - September 2006
Bank of Montreal April 2002 - April 2003
Skills
Securities, Risk Management, AML, Investments, Options, Policy, Compliance, Regulatory Affairs, Futures, Auditing, Banking, Derivatives, Wealth Management
Education
Ryerson University 1996 — 2001
B.A.A
Matthew Kempton's RBC Dominion Securities Experience August 2012 - Present
Job Associate Advisor at RBC Dominion Securities
Industry Banking
Experience
RBC Dominion Securities August 2012 - Present
CIBC July 2011 - August 2012
CIBC May 2009 - July 2011
Skills
Investments, Financial Modeling, Corporate Finance, Teamwork, Portfolio Management
Education
Saint Mary's University
Master of Business Administration (M.B.A.)
Saint Mary's University 2007 — 2011
Commerce, Finance
RBC Dominion Securities August 2012 - Present
CIBC July 2011 - August 2012
CIBC May 2009 - July 2011
Skills
Investments, Financial Modeling, Corporate Finance, Teamwork, Portfolio Management
Education
Saint Mary's University
Master of Business Administration (M.B.A.)
Saint Mary's University 2007 — 2011
Commerce, Finance
David McBride, PMP's RBC Dominion Securities Experience 1997 - 2000
Job Real Estate Professional
Industry Real Estate
Experience
Dream Industrial Management Corp. 2014 - 2015
CBRE 2008 - 2014
CBRE 2002 - 2008
RBC 2000 - 2002
RBC Dominion Securities 1997 - 2000
McBride Project Management 1989 - 1997
Dean Witter Reynolds Inc. and Allstate Insurance 1979 - 1988
Skills
Project Planning, Project Coordination, Problem Solving, Customer Relationship..., Construction, Vendor Relations, Team Building, Team Leadership, Administration, Customer Service, CRM, Operations Management, System Administration, Strategic Financial..., Facilities Management, Strategic Planning, Project Management, Change Management, Contract Negotiation, MS Project, Budgets, Negotiation, Procurement, Construction Management, Risk Management, Management, Building Relationships, Process Improvement, Communication, Time Management, Organizational..., Business Strategy, Project Delivery, PMP, Outsourcing, Feasibility Studies, Integration, Process Scheduler, PMO, Purchasing, Proposal Writing, Report Writing, Project Control, Program Management, Program Development, Cost Control, Leadership, Analysis, Data Center, Business Process...
Education
Project Management Institute 2004 — 2004
Project Management Professional, Project Management
Canadian Securities Institute 1999 — 1999
Partners, Directors and Senior Officers Course, Financial Planning and Services
Canadian Securities Institute 1980 — 1980
Canadian Securities Course, Financial Planning and Services
Ryerson University 1976 — 1979
Business Administration (Diploma), Management & Enterprise Development
Dream Industrial Management Corp. 2014 - 2015
CBRE 2008 - 2014
CBRE 2002 - 2008
RBC 2000 - 2002
RBC Dominion Securities 1997 - 2000
McBride Project Management 1989 - 1997
Dean Witter Reynolds Inc. and Allstate Insurance 1979 - 1988
Skills
Project Planning, Project Coordination, Problem Solving, Customer Relationship..., Construction, Vendor Relations, Team Building, Team Leadership, Administration, Customer Service, CRM, Operations Management, System Administration, Strategic Financial..., Facilities Management, Strategic Planning, Project Management, Change Management, Contract Negotiation, MS Project, Budgets, Negotiation, Procurement, Construction Management, Risk Management, Management, Building Relationships, Process Improvement, Communication, Time Management, Organizational..., Business Strategy, Project Delivery, PMP, Outsourcing, Feasibility Studies, Integration, Process Scheduler, PMO, Purchasing, Proposal Writing, Report Writing, Project Control, Program Management, Program Development, Cost Control, Leadership, Analysis, Data Center, Business Process...
Education
Project Management Institute 2004 — 2004
Project Management Professional, Project Management
Canadian Securities Institute 1999 — 1999
Partners, Directors and Senior Officers Course, Financial Planning and Services
Canadian Securities Institute 1980 — 1980
Canadian Securities Course, Financial Planning and Services
Ryerson University 1976 — 1979
Business Administration (Diploma), Management & Enterprise Development
Kuan Ho, CFA Kuan Ho, CFA's RBC Dominion Securities Experience October 2015 - Present
Job Associate at RBC Dominion Securities
Industry Banking
Experience
RBC Dominion Securities October 2015 - Present
RBC September 2013 - Present
BDC July 2011 - August 2013
BDC July 2010 - July 2011
Vancity Capital Corporation January 2010 - July 2010
Vancity Capital Corporation March 2007 - January 2010
Vancity Credit Union September 2006 - February 2007
Vancity Credit Union March 2005 - September 2006
Skills
Financial Modeling, Credit Analysis, Loan Structuring, Credit Risk, Real Estate Financing, Working Capital..., Cash Flow Lending, Analysis, Entrepreneurship, Mergers & Acquisitions, Mortgage Lending, Financial Structuring, Strategic Planning, Credit, Banking, Finance, Loans, Financial Analysis, Due Diligence, Portfolio Management
Education
CFA Institute 2006 — 2008
Charterholder
Simon Fraser University 2000 — 2005
Bachelor of Business Administration, Finance
RBC Dominion Securities October 2015 - Present
RBC September 2013 - Present
BDC July 2011 - August 2013
BDC July 2010 - July 2011
Vancity Capital Corporation January 2010 - July 2010
Vancity Capital Corporation March 2007 - January 2010
Vancity Credit Union September 2006 - February 2007
Vancity Credit Union March 2005 - September 2006
Skills
Financial Modeling, Credit Analysis, Loan Structuring, Credit Risk, Real Estate Financing, Working Capital..., Cash Flow Lending, Analysis, Entrepreneurship, Mergers & Acquisitions, Mortgage Lending, Financial Structuring, Strategic Planning, Credit, Banking, Finance, Loans, Financial Analysis, Due Diligence, Portfolio Management
Education
CFA Institute 2006 — 2008
Charterholder
Simon Fraser University 2000 — 2005
Bachelor of Business Administration, Finance
Adrienne Julien, BA, CHRP's RBC Dominion Securities Experience 2006 - 2010
Job Human Resources Coordinator / Administrator
Industry Human Resources
Experience
Deputy Minister's Office, Ministry of Children and Youth Services April 2015 - June 2015
Infrastructure Ontario June 2014 - November 2014
Office of the Public Guardian and Trustee January 2014 - March 2014
VHA Home HealthCare June 2013 - September 2013
Mackenzie Health September 2012 - February 2013
Fidelity Investments Canada ULC 2010 - 2011
RBC Dominion Securities 2006 - 2010
Skills
Human Resources, Cultural Diversity, Accessibility, Administrative..., Customer Service, Event Planning, Microsoft Word, Microsoft Excel, PowerPoint, Conflict Resolution, Retail Sales, Investment Banking, Report Writing, Creative Writing, Proposal Writing, Grant Writing, Employment Law, Employee Relations, Diversity & Inclusion, Equality & Diversity, Training, Time Management
Education
Seneca College of Applied Arts and Technology 2012 — 2013
Post Graduate Co-op Certificate, Human Resources Management and Services
University of Western Ontario - Brescia University College 1997 — 2002
B.A., Political Science
Deputy Minister's Office, Ministry of Children and Youth Services April 2015 - June 2015
Infrastructure Ontario June 2014 - November 2014
Office of the Public Guardian and Trustee January 2014 - March 2014
VHA Home HealthCare June 2013 - September 2013
Mackenzie Health September 2012 - February 2013
Fidelity Investments Canada ULC 2010 - 2011
RBC Dominion Securities 2006 - 2010
Skills
Human Resources, Cultural Diversity, Accessibility, Administrative..., Customer Service, Event Planning, Microsoft Word, Microsoft Excel, PowerPoint, Conflict Resolution, Retail Sales, Investment Banking, Report Writing, Creative Writing, Proposal Writing, Grant Writing, Employment Law, Employee Relations, Diversity & Inclusion, Equality & Diversity, Training, Time Management
Education
Seneca College of Applied Arts and Technology 2012 — 2013
Post Graduate Co-op Certificate, Human Resources Management and Services
University of Western Ontario - Brescia University College 1997 — 2002
B.A., Political Science
Jeff Vukasinovic Jeff Vukasinovic's RBC Dominion Securities Experience October 2007 - August 2011
Job Sales Associate at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy February 2014 - July 2014
BMO Nesbitt Burns October 2013 - November 2013
Pace Consulting Benefits & Pensions LTD. August 2011 - December 2012
RBC Dominion Securities October 2007 - August 2011
Skills
Insurance, Portfolio Management, Business Development, Investments, Risk Management, Strategic Financial..., Wealth Management, Relationship Management, Retirement Planning, Mutual Funds, Equities, Securities, Financial Planning
Education
Ryerson University 2007 — 2010
BComm, Finance and Economics
dunbarton
dunbarton
CIBC Wood Gundy February 2014 - July 2014
BMO Nesbitt Burns October 2013 - November 2013
Pace Consulting Benefits & Pensions LTD. August 2011 - December 2012
RBC Dominion Securities October 2007 - August 2011
Skills
Insurance, Portfolio Management, Business Development, Investments, Risk Management, Strategic Financial..., Wealth Management, Relationship Management, Retirement Planning, Mutual Funds, Equities, Securities, Financial Planning
Education
Ryerson University 2007 — 2010
BComm, Finance and Economics
dunbarton
dunbarton
Bradley Hayes, CIM, FCSI Bradley Hayes, CIM, FCSI's RBC Dominion Securities Experience February 2001 - 2004
Job Investment Advisor, Private Investment Advice
Industry Investment Management
Experience
TD Waterhouse Canada Inc. September 2004 - Present
RBC Dominion Securities February 2001 - 2004
Skills
Investments, Portfolio Management, Wealth Management, Investment Advisory, Financial Planning, Mutual Funds, Equities, Asset Management, Retirement Planning, Trading, Investment Strategies, Financial Risk
Education
Ryerson University
Finance & Accounting
TD Waterhouse Canada Inc. September 2004 - Present
RBC Dominion Securities February 2001 - 2004
Skills
Investments, Portfolio Management, Wealth Management, Investment Advisory, Financial Planning, Mutual Funds, Equities, Asset Management, Retirement Planning, Trading, Investment Strategies, Financial Risk
Education
Ryerson University
Finance & Accounting
Sean Roheim Sean Roheim's RBC Dominion Securities Experience November 2011 - March 2012
Job Investment Representative at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy June 2014 - Present
Self Employed February 2011 - Present
Assante Wealth Management April 2012 - June 2014
RBC Dominion Securities November 2011 - March 2012
Fieldmasters Canada May 2005 - September 2010
Skills
Commodities, FX, GIS, Research, Geography, Event Planning, Marketing Strategy, Social Media Marketing, Interpersonal Skill, Office Administration, Networking, Investments, Mutual Funds, Marketing
Education
Canadian Securities Institute 2011 — 2012
CSC, CPH
The University of British Columbia 2005 — 2010
BA, Human Geography, Economics
Sir John A Macdonald
CIBC Wood Gundy June 2014 - Present
Self Employed February 2011 - Present
Assante Wealth Management April 2012 - June 2014
RBC Dominion Securities November 2011 - March 2012
Fieldmasters Canada May 2005 - September 2010
Skills
Commodities, FX, GIS, Research, Geography, Event Planning, Marketing Strategy, Social Media Marketing, Interpersonal Skill, Office Administration, Networking, Investments, Mutual Funds, Marketing
Education
Canadian Securities Institute 2011 — 2012
CSC, CPH
The University of British Columbia 2005 — 2010
BA, Human Geography, Economics
Sir John A Macdonald
Kathryn Bennett Kathryn Bennett's RBC Dominion Securities Experience October 2003 - October 2004
Job Senior Regional Sales Director at Desjardins Insurance
Industry Financial Services
Experience
Desjardins Insurance 2011 - Present
MD Insurance Agency Limited January 2008 - April 2011
Kathryn Bennett, Barrister & Solicitor October 2005 - June 2008
Pallett Valo LLP October 2004 - October 2005
RBC Dominion Securities October 2003 - October 2004
Aird & Berlis LLP July 2002 - October 2003
Sun Life Financial August 1998 - July 2002
Canada Life July 1994 - August 1998
Canada Trust August 1989 - July 1994
Skills
Trusts, Estate Planning, Wealth Management, Retirement Planning, Investments, Insurance, Strategic Financial..., Financial Planners, Retirement, Mutual Funds, Financial Advisory, Wills, Succession Planning, Financial Services, Estate Administration, Life Insurance, Tax, High Net Worth..., Small Business, Strategy, Leadership, Investment Advisory, Pensions, Wealth, Wealth Management..., Fixed Annuities, Long-term Care, Investment Strategies, Disability Insurance, Financial Planning
Education
York University - Osgoode Hall Law School 1978 — 1983
LL.B.
University of Virginia 1976 — 1978
M.A. (incomplete)
State University of New York College at Brockport 1973 — 1976
B.A. (magna cum laude)
Desjardins Insurance 2011 - Present
MD Insurance Agency Limited January 2008 - April 2011
Kathryn Bennett, Barrister & Solicitor October 2005 - June 2008
Pallett Valo LLP October 2004 - October 2005
RBC Dominion Securities October 2003 - October 2004
Aird & Berlis LLP July 2002 - October 2003
Sun Life Financial August 1998 - July 2002
Canada Life July 1994 - August 1998
Canada Trust August 1989 - July 1994
Skills
Trusts, Estate Planning, Wealth Management, Retirement Planning, Investments, Insurance, Strategic Financial..., Financial Planners, Retirement, Mutual Funds, Financial Advisory, Wills, Succession Planning, Financial Services, Estate Administration, Life Insurance, Tax, High Net Worth..., Small Business, Strategy, Leadership, Investment Advisory, Pensions, Wealth, Wealth Management..., Fixed Annuities, Long-term Care, Investment Strategies, Disability Insurance, Financial Planning
Education
York University - Osgoode Hall Law School 1978 — 1983
LL.B.
University of Virginia 1976 — 1978
M.A. (incomplete)
State University of New York College at Brockport 1973 — 1976
B.A. (magna cum laude)
Lisa Holland Lisa Holland's RBC Dominion Securities Experience January 2009 - Present
Job Holland Investment and Wealth Management of RBC Dominion Securities
Industry Investment Management
Experience
Association of Women in Finance 2012 - Present
Tapestry Foundation for Health Care 2011 - Present
RBC Dominion Securities January 2009 - Present
RBC Dominion Securities April 2006 - December 2008
Scotia Private Client Group July 2002 - April 2006
North Shore Law LLP May 2001 - June 2002
Skills
Wealth Management..., Estate Law, Tax, Retirement Planning, Wealth Management, Investments, Estate Planning, Portfolio Management, Investment Management, Strategic Planning, Professionals, Trusts, Small Business, Wealth, High Net Worth..., Mortgage Lending, Finance, Credit, Strategic Financial..., Financial Services, Financial Advisory, Investment Strategies, Investment Advisory, Financial Planners, Asset Allocation, Securities
Education
The University of British Columbia 2011 — 2011
Family Enterprise Advisor Program, Business Family Advising
The University of British Columbia 1997 — 2000
LL.B., Law
Simon Fraser University 1993 — 1996
B.A., Political Science
Association of Women in Finance 2012 - Present
Tapestry Foundation for Health Care 2011 - Present
RBC Dominion Securities January 2009 - Present
RBC Dominion Securities April 2006 - December 2008
Scotia Private Client Group July 2002 - April 2006
North Shore Law LLP May 2001 - June 2002
Skills
Wealth Management..., Estate Law, Tax, Retirement Planning, Wealth Management, Investments, Estate Planning, Portfolio Management, Investment Management, Strategic Planning, Professionals, Trusts, Small Business, Wealth, High Net Worth..., Mortgage Lending, Finance, Credit, Strategic Financial..., Financial Services, Financial Advisory, Investment Strategies, Investment Advisory, Financial Planners, Asset Allocation, Securities
Education
The University of British Columbia 2011 — 2011
Family Enterprise Advisor Program, Business Family Advising
The University of British Columbia 1997 — 2000
LL.B., Law
Simon Fraser University 1993 — 1996
B.A., Political Science
Anna Piotrowski's RBC Dominion Securities Experience April 2010 - July 2010
Job Health and Wellness Consultant
Industry Health, Wellness and Fitness
Experience
USANA Health Sciences October 2014 - Present
Surf the Curve June 2012 - January 2015
EF Education First April 2013 - March 2014
EF Education First January 2013 - March 2013
Ryerson Angel Network (RAN) August 2010 - March 2011
RBC Dominion Securities April 2010 - July 2010
PwC February 2009 - April 2010
Intuit July 2009 - August 2009
IMAX May 2008 - June 2008
GlaxoSmithKline May 2007 - August 2007
Skills
Social Entrepreneurship, New Business Development, Marketing, Team Leadership, Project Management, Financial Analysis, Financial Modeling, Business Analysis, Strategic Planning, Negotiation, Management Consulting, Leadership, Start-ups, Strategy, Entrepreneurship, Market Research, Project Planning, Marketing Strategy, Training, Business Planning, Business Strategy, Analysis, Budgets, Management, Relationship Management, Travel Management, Travel Planning, Sales, Finance, Program Management, Social Media Marketing
Education
Ryerson University 2009 — 2012
Bachelor of Commerce, Finance and Entrepreneurship
University of South Australia 2011 — 2011
Bachelor of Commerce, Finance and Entrepreneurship
Thomas M. Cooley Law School 2007 — 2008
Doctor of Law (J.D.)
The University of Western Ontario 2003 — 2007
Bachelor of Science, Biology and Psychology
St. Ignatius of Loyola
USANA Health Sciences October 2014 - Present
Surf the Curve June 2012 - January 2015
EF Education First April 2013 - March 2014
EF Education First January 2013 - March 2013
Ryerson Angel Network (RAN) August 2010 - March 2011
RBC Dominion Securities April 2010 - July 2010
PwC February 2009 - April 2010
Intuit July 2009 - August 2009
IMAX May 2008 - June 2008
GlaxoSmithKline May 2007 - August 2007
Skills
Social Entrepreneurship, New Business Development, Marketing, Team Leadership, Project Management, Financial Analysis, Financial Modeling, Business Analysis, Strategic Planning, Negotiation, Management Consulting, Leadership, Start-ups, Strategy, Entrepreneurship, Market Research, Project Planning, Marketing Strategy, Training, Business Planning, Business Strategy, Analysis, Budgets, Management, Relationship Management, Travel Management, Travel Planning, Sales, Finance, Program Management, Social Media Marketing
Education
Ryerson University 2009 — 2012
Bachelor of Commerce, Finance and Entrepreneurship
University of South Australia 2011 — 2011
Bachelor of Commerce, Finance and Entrepreneurship
Thomas M. Cooley Law School 2007 — 2008
Doctor of Law (J.D.)
The University of Western Ontario 2003 — 2007
Bachelor of Science, Biology and Psychology
St. Ignatius of Loyola
Moneeza Ali Moneeza Ali's RBC Dominion Securities Experience May 2011 - August 2011
Job Project & Social Media Manager at Quest Global Research/Quest Mindshare
Industry Market Research
Experience
Quest Global Research/Quest Mindshare Group of Online Panels May 2014 - Present
Ontario Science Centre September 2013 - June 2014
Michael Page International January 2012 - December 2012
RBC Dominion Securities May 2011 - August 2011
Skills
International Relations, Teamwork, Sales, Political Science, Customer Service, International Business, Strategic Communications, Financial Analysis, International Trade, Positive Personality, Critical Thinking, Applicant Tracking..., Analytical Skills, Leadership, Microsoft Office, International Law, Activator, Strategy, Market Research Project..., Management
Education
Sheridan College 2013 — 2014
Co-Op, International Business/Trade/Commerce
University of Toronto - University of Trinity College 2007 — 2011
Bachelor of Arts (BA), International Relations, Political Science and History
Quest Global Research/Quest Mindshare Group of Online Panels May 2014 - Present
Ontario Science Centre September 2013 - June 2014
Michael Page International January 2012 - December 2012
RBC Dominion Securities May 2011 - August 2011
Skills
International Relations, Teamwork, Sales, Political Science, Customer Service, International Business, Strategic Communications, Financial Analysis, International Trade, Positive Personality, Critical Thinking, Applicant Tracking..., Analytical Skills, Leadership, Microsoft Office, International Law, Activator, Strategy, Market Research Project..., Management
Education
Sheridan College 2013 — 2014
Co-Op, International Business/Trade/Commerce
University of Toronto - University of Trinity College 2007 — 2011
Bachelor of Arts (BA), International Relations, Political Science and History
Kazim Raza's RBC Dominion Securities Experience April 2009 - August 2009
Job Financial Analyst at MercedesBenz Canada
Industry Accounting
Experience
Mercedes-Benz Canada January 2013 - Present
Mercedes-Benz Canada July 2012 - January 2013
ING DIRECT Canada July 2010 - July 2012
Ryerson University September 2009 - May 2010
RBC Dominion Securities April 2009 - August 2009
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, SAP, Variance Analysis, Budgeting, Pricing, Forecasting, Financial Modeling, Corporate Finance, Accounting, Financial Accounting, Finance, Account Reconciliation, Internal Controls, Budgets
Education
•Certified Management Accountants of Ontario 2012 — 2014
Accounting
Ryerson University 2006 — 2010
BComm, Finance, Marketing
Mercedes-Benz Canada January 2013 - Present
Mercedes-Benz Canada July 2012 - January 2013
ING DIRECT Canada July 2010 - July 2012
Ryerson University September 2009 - May 2010
RBC Dominion Securities April 2009 - August 2009
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, SAP, Variance Analysis, Budgeting, Pricing, Forecasting, Financial Modeling, Corporate Finance, Accounting, Financial Accounting, Finance, Account Reconciliation, Internal Controls, Budgets
Education
•Certified Management Accountants of Ontario 2012 — 2014
Accounting
Ryerson University 2006 — 2010
BComm, Finance, Marketing
Mark Bodnar, CFA Mark Bodnar, CFA's RBC Dominion Securities Experience October 2008 - Present
Job Associate Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities October 2008 - Present
RBC Dominion Securities September 2007 - September 2008
Coast Capital Savings May 2005 - August 2007
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Investment Strategies, Retirement Planning, Mutual Funds, Financial Analysis, Equity Research Analysis, Fixed Income Analysis, Investment Anaylsis, Investment Valuation, Financial Modeling, Industry Analysis, High Net Worth..., Investment Advisory, Financial Services, Asset Management
Education
Simon Fraser University 2002 — 2007
Bachelor of Business Administration (BBA), Finance, Dean's List
RBC Dominion Securities October 2008 - Present
RBC Dominion Securities September 2007 - September 2008
Coast Capital Savings May 2005 - August 2007
Skills
Portfolio Management, Wealth Management, Strategic Financial..., Investment Strategies, Retirement Planning, Mutual Funds, Financial Analysis, Equity Research Analysis, Fixed Income Analysis, Investment Anaylsis, Investment Valuation, Financial Modeling, Industry Analysis, High Net Worth..., Investment Advisory, Financial Services, Asset Management
Education
Simon Fraser University 2002 — 2007
Bachelor of Business Administration (BBA), Finance, Dean's List
Kimberly Wood's RBC Dominion Securities Experience July 2013 - September 2015
Job Licensed Investment Assistant at Canaccord Genuity Wealth Management (Canada)
Industry Financial Services
Experience
Canaccord Genuity Wealth Management (Canada) September 2015 - Present
RBC Dominion Securities July 2013 - September 2015
TD April 2012 - July 2013
Philthy McNasty's Sports Pub May 2010 - May 2013
Fraser Milner Casgrain LLP May 2011 - September 2011
Skills
Social Media, Microsoft Office, PowerPoint, Research, Public Speaking, Event Planning, Microsoft Excel, Customer Service, Time Management, Outlook, Teamwork, Microsoft Word, Legal Writing, Legal Research, Marketing Communications, Social Networking, Editing, Event Management, Team Leadership, Fundraising, RBS, Analysis
Education
Sheridan College 2012 — 2013
Financial Planning, Business, 3.86
The University of Western Ontario 2008 — 2012
Honours Specialization Political Science, Social Sciences
T.A. Blakelock High School 2004 — 2008
Canaccord Genuity Wealth Management (Canada) September 2015 - Present
RBC Dominion Securities July 2013 - September 2015
TD April 2012 - July 2013
Philthy McNasty's Sports Pub May 2010 - May 2013
Fraser Milner Casgrain LLP May 2011 - September 2011
Skills
Social Media, Microsoft Office, PowerPoint, Research, Public Speaking, Event Planning, Microsoft Excel, Customer Service, Time Management, Outlook, Teamwork, Microsoft Word, Legal Writing, Legal Research, Marketing Communications, Social Networking, Editing, Event Management, Team Leadership, Fundraising, RBS, Analysis
Education
Sheridan College 2012 — 2013
Financial Planning, Business, 3.86
The University of Western Ontario 2008 — 2012
Honours Specialization Political Science, Social Sciences
T.A. Blakelock High School 2004 — 2008
Susanna Wong's RBC Dominion Securities Experience 2003 - 2005
Job Healthcare Communications & Education Specialist
Industry Hospital & Health Care
Experience
APISCAE July 2011 - November 2011
ANTIBODY Healthcare Communications March 2008 - June 2011
Allied Research International March 2005 - January 2008
RBC Dominion Securities 2003 - 2005
AstraZeneca Canada September 2001 - December 2001
Skills
Marketing Communications, Direct Sales, Pharmaceutical Sales, New Business Development, Product Marketing, Services Marketing, B2B Marketing, B2C marketing, Marketing Strategy, Account Management, Project Coordination, Customer Relations, Writing, Proposal Writing, Copywriting, Creative Writing, Presentation Development, Sales Presentations, Brand Communication, Brand Development, Budgeting, Fundraising, Pharmaceuticals, Biotechnology, Clinical Research, Financial Institutions, NGOs, Budgets, Pharmaceutical Industry, Nonprofits, Corporate Communications, Product Launch, Marketing, Project Management
Education
Ryerson University 2006 — 2009
Certificate
University of Waterloo 1999 — 2004
Bachelor of Science
APISCAE July 2011 - November 2011
ANTIBODY Healthcare Communications March 2008 - June 2011
Allied Research International March 2005 - January 2008
RBC Dominion Securities 2003 - 2005
AstraZeneca Canada September 2001 - December 2001
Skills
Marketing Communications, Direct Sales, Pharmaceutical Sales, New Business Development, Product Marketing, Services Marketing, B2B Marketing, B2C marketing, Marketing Strategy, Account Management, Project Coordination, Customer Relations, Writing, Proposal Writing, Copywriting, Creative Writing, Presentation Development, Sales Presentations, Brand Communication, Brand Development, Budgeting, Fundraising, Pharmaceuticals, Biotechnology, Clinical Research, Financial Institutions, NGOs, Budgets, Pharmaceutical Industry, Nonprofits, Corporate Communications, Product Launch, Marketing, Project Management
Education
Ryerson University 2006 — 2009
Certificate
University of Waterloo 1999 — 2004
Bachelor of Science
Geoff Pomper Geoff Pomper's RBC Dominion Securities Experience November 2004 - September 2011
Job Manager Vancouver Investor Centre at RBC Direct Investing
Industry Investment Management
Experience
RBC Direct Investing September 2011 - Present
RBC Dominion Securities November 2004 - September 2011
RBC Royal Bank 2003 - 2004
RBC Action Direct 1999 - 2003
Skills
Portfolio Management, Investments, Fixed Income, Wealth Management, Equities
Education
The University of British Columbia 1991 — 1996
BA, Political Science
Magee 1986 — 1991
High School, High School
RBC Direct Investing September 2011 - Present
RBC Dominion Securities November 2004 - September 2011
RBC Royal Bank 2003 - 2004
RBC Action Direct 1999 - 2003
Skills
Portfolio Management, Investments, Fixed Income, Wealth Management, Equities
Education
The University of British Columbia 1991 — 1996
BA, Political Science
Magee 1986 — 1991
High School, High School
Louisa Yeung Louisa Yeung's RBC Dominion Securities Experience April 2012 - August 2012
Job Analyst, Financial Advisory at Deloitte
Industry Financial Services
Experience
Deloitte Canada August 2014 - Present
Sauder School of Business at UBC 2012 - 2014
TD Securities May 2013 - August 2013
RBC Dominion Securities April 2012 - August 2012
Skills
Valuation, Financial Analysis, Financial Modeling, Leadership, Strategy, Academia, Equity Research, Team Building, Team Leadership, Time Management, Market Research, Sales, Bloomberg
Education
The University of British Columbia 2010 — 2014
BCom with Honours, Finance
Richmond Secondary School 2006 — 2010
International Baccalaureate Diploma
Deloitte Canada August 2014 - Present
Sauder School of Business at UBC 2012 - 2014
TD Securities May 2013 - August 2013
RBC Dominion Securities April 2012 - August 2012
Skills
Valuation, Financial Analysis, Financial Modeling, Leadership, Strategy, Academia, Equity Research, Team Building, Team Leadership, Time Management, Market Research, Sales, Bloomberg
Education
The University of British Columbia 2010 — 2014
BCom with Honours, Finance
Richmond Secondary School 2006 — 2010
International Baccalaureate Diploma
SukLing Yeung's RBC Dominion Securities Experience December 2011 - April 2012
Job B.Comm Graduate 2015 | Aspiring CPA | Top 200 Leadership Member | Assurance & Advisory
Industry Accounting
Experience
Ryerson University February 2015 - April 2015
Ted Rogers Leadership Centre September 2014 - April 2015
PwC Canada January 2014 - April 2015
Ontario Ministry of Government and Consumer Services May 2013 - August 2014
Black's Photography June 2012 - May 2014
RBC Dominion Securities December 2011 - April 2012
Skills
Financial Reporting, Financial Accounting, Budget Reconciliation, Operating Budgets, Accounts Payable, Microsoft Office, Team Leadership, Customer Service, Teamwork, Statistical Sampling, Business Case Modelling, Business Transformation, Leadership, External Audit, Financial Analysis, Time Management
Education
Ryerson University 2011 — 2015
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Ryerson University February 2015 - April 2015
Ted Rogers Leadership Centre September 2014 - April 2015
PwC Canada January 2014 - April 2015
Ontario Ministry of Government and Consumer Services May 2013 - August 2014
Black's Photography June 2012 - May 2014
RBC Dominion Securities December 2011 - April 2012
Skills
Financial Reporting, Financial Accounting, Budget Reconciliation, Operating Budgets, Accounts Payable, Microsoft Office, Team Leadership, Customer Service, Teamwork, Statistical Sampling, Business Case Modelling, Business Transformation, Leadership, External Audit, Financial Analysis, Time Management
Education
Ryerson University 2011 — 2015
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Amanda Csumrik Amanda Csumrik's RBC Dominion Securities Experience 2005 - 2006
Job Consultant, Employee Policies, Programs & Projects at CIBC
Industry Financial Services
Experience
CIBC June 2014 - Present
CIBC September 2011 - June 2014
AB SCIEX January 2010 - July 2011
AB SCIEX 2007 - 2010
RBC 2007 - 2007
Woolcott Research Pty Ltd 2006 - 2006
RBC Dominion Securities 2005 - 2006
RBC 2004 - 2005
Skills
Internal Communications, Project Management, Customer Service, Corporate Communications, Strategic Communications, Human Resources, Event Planning, HR Policies, Leadership, Management, Strategy, Performance Management, Talent Management
Education
University of Western Sydney 2006 — 2006
Master of Arts, Professional Communications
Seneca College of Applied Arts and Technology 2005 — 2006
Post-Graduate Diploma, Corporate Communications
University of Guelph 2001 — 2005
Bachelor of Arts Honours, Psychology
George Brown College
Certificate, Human Resources Management
CIBC June 2014 - Present
CIBC September 2011 - June 2014
AB SCIEX January 2010 - July 2011
AB SCIEX 2007 - 2010
RBC 2007 - 2007
Woolcott Research Pty Ltd 2006 - 2006
RBC Dominion Securities 2005 - 2006
RBC 2004 - 2005
Skills
Internal Communications, Project Management, Customer Service, Corporate Communications, Strategic Communications, Human Resources, Event Planning, HR Policies, Leadership, Management, Strategy, Performance Management, Talent Management
Education
University of Western Sydney 2006 — 2006
Master of Arts, Professional Communications
Seneca College of Applied Arts and Technology 2005 — 2006
Post-Graduate Diploma, Corporate Communications
University of Guelph 2001 — 2005
Bachelor of Arts Honours, Psychology
George Brown College
Certificate, Human Resources Management
Steve Bedoumra Steve Bedoumra's RBC Dominion Securities Experience May 2010 - August 2010
Job
Industry Financial Services
Experience
First Choice Group Canada 2012 - 2013
Tax Services, ISS at Ryerson University 2011 - 2012
Toronto Public Library 2011 - 2012
RBC Dominion Securities May 2010 - August 2010
Carrefour June 2008 - August 2008
Skills
Financial Accounting, Business Statistics, Fund Accounting, Risk Management, Economic Data Analysis, Financial Investment, Strategic Planning, Team Leadership, Independence, Customer Service, Microsoft Office, Outlook, Windows, Research, Detail Oriented, Financial Analysis, Result Driven, Analysis, Finance, Portfolio Management, Trading, Valuation, Derivatives, Investments
Education
Ryerson University
Bachelor's Degree, International Economics and Finance
First Choice Group Canada 2012 - 2013
Tax Services, ISS at Ryerson University 2011 - 2012
Toronto Public Library 2011 - 2012
RBC Dominion Securities May 2010 - August 2010
Carrefour June 2008 - August 2008
Skills
Financial Accounting, Business Statistics, Fund Accounting, Risk Management, Economic Data Analysis, Financial Investment, Strategic Planning, Team Leadership, Independence, Customer Service, Microsoft Office, Outlook, Windows, Research, Detail Oriented, Financial Analysis, Result Driven, Analysis, Finance, Portfolio Management, Trading, Valuation, Derivatives, Investments
Education
Ryerson University
Bachelor's Degree, International Economics and Finance
Stephanie Woo, FMA, CIM's RBC Dominion Securities Experience 1999 - Present
Job Investment & Wealth Advisor at RBC Dominion Securities (Direct: 604.257.3234)
Industry Investment Management
Experience
RBC Dominion Securities 1999 - Present
Make-A-Wish® British Columbia & Yukon 2013 - 2015
Canadian Youth Business Foundation (CYBF) 2013 - 2014
Arts Umbrella 2011 - 2013
Projecting Change Film Festival 2008 - 2012
Skills
High Net Worth..., Portfolio Management, Multi-generational..., Risk Management, Wealth Management, Succession Planning, Retirement, Investments, Alternative Investments, Strategic Financial..., Wealth, Estate Planning, Finance, Insurance, Philanthropy, Empowerment, Collaboration, Retirement Planning, Financial Planning
Education
The University of British Columbia
BA, International Relations
RBC Dominion Securities 1999 - Present
Make-A-Wish® British Columbia & Yukon 2013 - 2015
Canadian Youth Business Foundation (CYBF) 2013 - 2014
Arts Umbrella 2011 - 2013
Projecting Change Film Festival 2008 - 2012
Skills
High Net Worth..., Portfolio Management, Multi-generational..., Risk Management, Wealth Management, Succession Planning, Retirement, Investments, Alternative Investments, Strategic Financial..., Wealth, Estate Planning, Finance, Insurance, Philanthropy, Empowerment, Collaboration, Retirement Planning, Financial Planning
Education
The University of British Columbia
BA, International Relations
Shinthu Sivabalan Shinthu Sivabalan's RBC Dominion Securities Experience January 2012 - May 2012
Job President at Ryerson University Finance Society
Industry Accounting
Experience
Ryerson University Finance Society March 2015 - Present
Digital Media Zone December 2014 - April 2015
Digital Media Zone September 2014 - December 2014
Ryerson University Research and Innovation - International Affairs May 2014 - August 2014
CIBC Private Wealth Management August 2013 - December 2013
RBC Dominion Securities January 2012 - May 2012
Skills
Leadership, Teamwork, Time Management, Customer Service, Management, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Accounting, Analysis, Sales, Research, Finance, Marketing Strategy, Marketing, Strategic Financial..., IFRS, Financial Planning, GAAP, Team Leadership
Education
Ryerson University 2011 — 2016
Bachelor of Commerce (B.Com.), Accounting and Finance
Ryerson University Finance Society March 2015 - Present
Digital Media Zone December 2014 - April 2015
Digital Media Zone September 2014 - December 2014
Ryerson University Research and Innovation - International Affairs May 2014 - August 2014
CIBC Private Wealth Management August 2013 - December 2013
RBC Dominion Securities January 2012 - May 2012
Skills
Leadership, Teamwork, Time Management, Customer Service, Management, Financial Analysis, Microsoft Excel, Microsoft Office, Financial Accounting, Analysis, Sales, Research, Finance, Marketing Strategy, Marketing, Strategic Financial..., IFRS, Financial Planning, GAAP, Team Leadership
Education
Ryerson University 2011 — 2016
Bachelor of Commerce (B.Com.), Accounting and Finance
Bradley Bartsch's RBC Dominion Securities Experience 2000 - 2002
Job Campaign & Constituent consulting to the nonprofit sector
Industry Nonprofit Organization Management
Experience
World Vision Canada March 2013 - Present
Bradley Bartsch Consulting Inc. March 2009 - Present
Ronald McDonald House British Columbia March 2009 - March 2013
Simon Fraser University 2007 - 2009
Tyndale University College & Seminary 2005 - 2007
Trinity Western University 2004 - 2005
Mennonite Educational Institute 2002 - 2005
RBC Dominion Securities 2000 - 2002
RBC Royal Bank 1996 - 2000
Skills
Volunteer Management, Community Outreach, Media Relations, Strategic Communications, Annual Giving, Resource Development, Strategic Planning, Leadership, Community Development, Training, Social Entrepreneurship, Non-profit..., Sponsorship, Board Governance, Management, Research, Program Management, General Awesomeness, Fundraising, Nonprofits, Public Speaking, Event Planning, Leadership Development, Strategy, Public Relations, Event Management
Education
Simon Fraser University 1987 — 1996
B.A., Political Science Business Administration
Trinity Western University 1986 — 1987
Business Administration, Management and Operations
Capernwray Australia 1985 — 1985
Theology/Theological Studies
Langley Secondary 1981 — 1984
World Vision Canada March 2013 - Present
Bradley Bartsch Consulting Inc. March 2009 - Present
Ronald McDonald House British Columbia March 2009 - March 2013
Simon Fraser University 2007 - 2009
Tyndale University College & Seminary 2005 - 2007
Trinity Western University 2004 - 2005
Mennonite Educational Institute 2002 - 2005
RBC Dominion Securities 2000 - 2002
RBC Royal Bank 1996 - 2000
Skills
Volunteer Management, Community Outreach, Media Relations, Strategic Communications, Annual Giving, Resource Development, Strategic Planning, Leadership, Community Development, Training, Social Entrepreneurship, Non-profit..., Sponsorship, Board Governance, Management, Research, Program Management, General Awesomeness, Fundraising, Nonprofits, Public Speaking, Event Planning, Leadership Development, Strategy, Public Relations, Event Management
Education
Simon Fraser University 1987 — 1996
B.A., Political Science Business Administration
Trinity Western University 1986 — 1987
Business Administration, Management and Operations
Capernwray Australia 1985 — 1985
Theology/Theological Studies
Langley Secondary 1981 — 1984
Chris Paredes Chris Paredes's RBC Dominion Securities Experience January 2011 - Present
Job Offshore Trader at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities January 2011 - Present
RBC Dominion Securities March 2005 - December 2010
RBC Dominion Securities July 1997 - February 2005
Education
Seneca College of Applied Arts and Technology 1995 — 1997
Computer Systems Networking and Telecommunications
Jean Vanier Catholic Secondary School 1993 — 1995
RBC Dominion Securities January 2011 - Present
RBC Dominion Securities March 2005 - December 2010
RBC Dominion Securities July 1997 - February 2005
Education
Seneca College of Applied Arts and Technology 1995 — 1997
Computer Systems Networking and Telecommunications
Jean Vanier Catholic Secondary School 1993 — 1995
Rahul Devraj Rahul Devraj's RBC Dominion Securities Experience January 2012 - March 2012
Job Credit Risk Analyst at HSBC Bank Canada
Industry Banking
Experience
HSBC Bank Canada June 2015 - Present
HSBC Bank Canada September 2014 - May 2015
HSBC Bank Canada June 2014 - August 2014
BlackOre Research December 2012 - February 2013
Investors Group September 2012 - November 2012
RBC Dominion Securities January 2012 - March 2012
Education
Simon Fraser University 2009 — 2015
Bachelor of Science (B.Sc.), Computing Science
HSBC Bank Canada June 2015 - Present
HSBC Bank Canada September 2014 - May 2015
HSBC Bank Canada June 2014 - August 2014
BlackOre Research December 2012 - February 2013
Investors Group September 2012 - November 2012
RBC Dominion Securities January 2012 - March 2012
Education
Simon Fraser University 2009 — 2015
Bachelor of Science (B.Sc.), Computing Science
Thomas Giang's RBC Dominion Securities Experience May 2011 - August 2011
Job Analyst at CPP Investment Board
Industry Accounting
Experience
CPP Investment Board April 2014 - Present
CPP Investment Board December 2012 - March 2014
Ryerson University January 2012 - April 2013
Cedar Fair Entertainment Company April 2012 - September 2012
RBC Dominion Securities May 2011 - August 2011
RBC Dominion Securities May 2010 - August 2010
Skills
Financial Analysis, Financial Accounting, Financial Reporting, Microsoft Excel, Auditing, Accounting, Financial Modeling, Investments, Corporate Finance, Customer Service, Time Management, Analysis, Account Reconciliation, GAAP, Internal Controls, Finance, Microsoft Office, Teamwork, PowerPoint, Microsoft Word
Education
Ryerson University
Bcomm, Double Major: Accounting and Finance
CPP Investment Board April 2014 - Present
CPP Investment Board December 2012 - March 2014
Ryerson University January 2012 - April 2013
Cedar Fair Entertainment Company April 2012 - September 2012
RBC Dominion Securities May 2011 - August 2011
RBC Dominion Securities May 2010 - August 2010
Skills
Financial Analysis, Financial Accounting, Financial Reporting, Microsoft Excel, Auditing, Accounting, Financial Modeling, Investments, Corporate Finance, Customer Service, Time Management, Analysis, Account Reconciliation, GAAP, Internal Controls, Finance, Microsoft Office, Teamwork, PowerPoint, Microsoft Word
Education
Ryerson University
Bcomm, Double Major: Accounting and Finance
Isabel Chang Isabel Chang's RBC Dominion Securities Experience December 2011 - Present
Job Associate at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities December 2011 - Present
Business Development Bank of Canada September 2009 - October 2011
Skills
Wealth Management, Securities, Tax, CRM, High Net Worth..., Team Management, Investments, Mutual Funds, Portfolio Management
Education
The University of British Columbia 2005 — 2010
Bachelor of Commerce, Finance, Management Information Systems
RBC Dominion Securities December 2011 - Present
Business Development Bank of Canada September 2009 - October 2011
Skills
Wealth Management, Securities, Tax, CRM, High Net Worth..., Team Management, Investments, Mutual Funds, Portfolio Management
Education
The University of British Columbia 2005 — 2010
Bachelor of Commerce, Finance, Management Information Systems
Kornelija Podstreleni Kornelija Podstreleni's RBC Dominion Securities Experience January 2007 - June 2014
Job Manager, Business Initiatives at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management July 2014 - Present
RBC Dominion Securities January 2007 - June 2014
RBC Dominion Securities January 2001 - January 2007
Skills
Asset Allocation, Wealth Management, Asset Managment, Equities, Portfolio Management, Investment Management, Fixed Income, Investments, Mutual Funds, ETFs, Investment Policy, Value Investing, Bonds, Wealth Management..., Retirement Planning
Education
Seneca College of Applied Arts and Technology
Bachelor of Science (BS), Accounting and Finance
RBC Wealth Management July 2014 - Present
RBC Dominion Securities January 2007 - June 2014
RBC Dominion Securities January 2001 - January 2007
Skills
Asset Allocation, Wealth Management, Asset Managment, Equities, Portfolio Management, Investment Management, Fixed Income, Investments, Mutual Funds, ETFs, Investment Policy, Value Investing, Bonds, Wealth Management..., Retirement Planning
Education
Seneca College of Applied Arts and Technology
Bachelor of Science (BS), Accounting and Finance
Charles C.W. Wong's RBC Dominion Securities Experience July 2012 - April 2013
Job Analyst, Large Corporate Group at HSBC
Industry Financial Services
Experience
HSBC July 2014 - Present
Value Partners-HKUST Business School September 2013 - December 2013
National Investment Banking Competition & Conference September 2011 - September 2013
Global Securities Corporation May 2013 - August 2013
RBC Dominion Securities July 2012 - April 2013
Skills
Investment Banking, Financial Modeling, Financial Analysis, Equity Valuation, Corporate Finance, Pitch Books, Equity Research, Leveraged Finance, Natural Resources, Economics
Education
The University of British Columbia 2010 — 2014
Bachelor of Commerce (B.Com.), Finance; Minor in Economics
The Hong Kong University of Science and Technology 2013 — 2013
Exchange Program, School of Business and Management
CFA Institute
HSBC July 2014 - Present
Value Partners-HKUST Business School September 2013 - December 2013
National Investment Banking Competition & Conference September 2011 - September 2013
Global Securities Corporation May 2013 - August 2013
RBC Dominion Securities July 2012 - April 2013
Skills
Investment Banking, Financial Modeling, Financial Analysis, Equity Valuation, Corporate Finance, Pitch Books, Equity Research, Leveraged Finance, Natural Resources, Economics
Education
The University of British Columbia 2010 — 2014
Bachelor of Commerce (B.Com.), Finance; Minor in Economics
The Hong Kong University of Science and Technology 2013 — 2013
Exchange Program, School of Business and Management
CFA Institute
Monique Lawrence Monique Lawrence's RBC Dominion Securities Experience
Job Market Analyst at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities
Skills
Team Building, Market Research, Market Analysis, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Word
Education
The University of British Columbia 1999 — 2004
Bachelor of Commerce (B.Com.), Accounting and Finance
RBC Dominion Securities
Skills
Team Building, Market Research, Market Analysis, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Word
Education
The University of British Columbia 1999 — 2004
Bachelor of Commerce (B.Com.), Accounting and Finance
Darrell Bartlett, CA, CIA Darrell Bartlett, CA, CIA's RBC Dominion Securities Experience January 2003 - April 2004
Job Chief Compliance Officer at Knowledge First Financial
Industry Financial Services
Experience
Knowledge First Financial March 2014 - Present
Investment Planning Counsel of Canada April 2009 - March 2014
Assante Wealth Management September 2006 - November 2008
RBC April 2004 - June 2006
RBC Dominion Securities January 2003 - April 2004
RBC October 2001 - December 2002
Berkshire Investment Group 1997 - 2000
Skills
Asset Managment, Brokerage, Securities, Risk Management, Investments, Banking, Financial Risk, Finance, Auditing, Leadership, Mutual Funds, AML, Investment Advisory, Wealth Management, Portfolio Management, Commodity Risk..., Asset Management, Credit, Wealth Management..., Retirement Planning, Insurance, Estate Planning, Retirement, Compliance, Investment Strategies, Financial Services, Financial Analysis, Strategic Financial..., Financial Advisory, Wealth, Equities, Hedge Funds, Alternative Investments, Options, Due Diligence, Asset Allocation, Series 7, Mortgage Lending, Life Insurance, ETFs, High Net Worth..., Relationship Management, Financial Markets, Pensions, Financial Planners, Fixed Income, Fixed Annuities, FINRA, Capital Markets, Personal Financial...
Education
University of Alberta 1981 — 1983
Bachelor of Commerce (B.Com.)
Red Deer College 1979 — 1981
B. Comm Transfer
Knowledge First Financial March 2014 - Present
Investment Planning Counsel of Canada April 2009 - March 2014
Assante Wealth Management September 2006 - November 2008
RBC April 2004 - June 2006
RBC Dominion Securities January 2003 - April 2004
RBC October 2001 - December 2002
Berkshire Investment Group 1997 - 2000
Skills
Asset Managment, Brokerage, Securities, Risk Management, Investments, Banking, Financial Risk, Finance, Auditing, Leadership, Mutual Funds, AML, Investment Advisory, Wealth Management, Portfolio Management, Commodity Risk..., Asset Management, Credit, Wealth Management..., Retirement Planning, Insurance, Estate Planning, Retirement, Compliance, Investment Strategies, Financial Services, Financial Analysis, Strategic Financial..., Financial Advisory, Wealth, Equities, Hedge Funds, Alternative Investments, Options, Due Diligence, Asset Allocation, Series 7, Mortgage Lending, Life Insurance, ETFs, High Net Worth..., Relationship Management, Financial Markets, Pensions, Financial Planners, Fixed Income, Fixed Annuities, FINRA, Capital Markets, Personal Financial...
Education
University of Alberta 1981 — 1983
Bachelor of Commerce (B.Com.)
Red Deer College 1979 — 1981
B. Comm Transfer
Cindy Hu Cindy Hu's RBC Dominion Securities Experience August 2014 - Present
Job Associate at RBC Dominion Securities
Industry Financial Services
Experience
Tutoring-Aid Society October 2014 - Present
RBC Dominion Securities August 2014 - Present
Portfolio Management Foundation January 2012 - March 2014
bcIMC May 2013 - August 2013
CIBC World Markets May 2012 - August 2012
TD Bank Group April 2011 - February 2012
AIESEC UBC 2010 - 2010
Canada Wide Media March 2009 - April 2009
Skills
Bloomberg, Capital IQ, Valuation, Finance, Equity Research, Teamwork, Capital Markets, Financial Analysis, Bonds, Portfolio Management, Customer Service, Time Management, Fixed Income, Event Management, Investments, Financial Modeling, Economics, Analysis, Customer Satisfaction, Investment Strategies, Marketing, Equities, Quantitative Analytics
Education
Sauder School of Business 2010 — 2014
Bachelor of Commerce, Finance
The University of British Columbia 2010 — 2014
Undergraduate, Finance, General
Tutoring-Aid Society October 2014 - Present
RBC Dominion Securities August 2014 - Present
Portfolio Management Foundation January 2012 - March 2014
bcIMC May 2013 - August 2013
CIBC World Markets May 2012 - August 2012
TD Bank Group April 2011 - February 2012
AIESEC UBC 2010 - 2010
Canada Wide Media March 2009 - April 2009
Skills
Bloomberg, Capital IQ, Valuation, Finance, Equity Research, Teamwork, Capital Markets, Financial Analysis, Bonds, Portfolio Management, Customer Service, Time Management, Fixed Income, Event Management, Investments, Financial Modeling, Economics, Analysis, Customer Satisfaction, Investment Strategies, Marketing, Equities, Quantitative Analytics
Education
Sauder School of Business 2010 — 2014
Bachelor of Commerce, Finance
The University of British Columbia 2010 — 2014
Undergraduate, Finance, General
Jennifer Santos Jennifer Santos's RBC Dominion Securities Experience September 1998 - September 2000
Job Manager, Tax, Global Mobility Services, KPMG LLP
Industry Accounting
Experience
KPMG Canada October 2014 - Present
KPMG Canada December 2013 - September 2014
Deloitte September 2000 - December 2013
RBC Dominion Securities September 1998 - September 2000
Skills
Tax, Income Tax, Tax Advisory, Tax Returns, International Tax, Payroll, Big 4
Education
Ryerson University
KPMG Canada October 2014 - Present
KPMG Canada December 2013 - September 2014
Deloitte September 2000 - December 2013
RBC Dominion Securities September 1998 - September 2000
Skills
Tax, Income Tax, Tax Advisory, Tax Returns, International Tax, Payroll, Big 4
Education
Ryerson University
Kaley Young's RBC Dominion Securities Experience July 2013 - August 2013
Job Digital Marketing Intern at The Mezzanine Group
Industry Media Production
Experience
The Mezzanine Group May 2015 - Present
University of Toronto September 2014 - Present
Allan B. Shusterman Law Firm August 2013 - September 2013
RBC Dominion Securities July 2013 - August 2013
Summitt Energy July 2011 - August 2011
Skills
Microsoft Office, Film Production, Photoshop, Illustrator, Premiere, Lightroom, InDesign, Social Media, Adobe Creative Cloud
Education
University of Toronto 2012 — 2016
Honours Bachelor of Arts, Visual Culture and Communications
Sheridan College 2012 — 2015
Certificate, Digital Communications
The Mezzanine Group May 2015 - Present
University of Toronto September 2014 - Present
Allan B. Shusterman Law Firm August 2013 - September 2013
RBC Dominion Securities July 2013 - August 2013
Summitt Energy July 2011 - August 2011
Skills
Microsoft Office, Film Production, Photoshop, Illustrator, Premiere, Lightroom, InDesign, Social Media, Adobe Creative Cloud
Education
University of Toronto 2012 — 2016
Honours Bachelor of Arts, Visual Culture and Communications
Sheridan College 2012 — 2015
Certificate, Digital Communications
Pamela Yoon Drakos's RBC Dominion Securities Experience June 2011 - Present
Job Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities June 2011 - Present
HSBC Securities (Canada) Inc. June 2002 - June 2011
BMO Nesbitt Burns 1996 - 2002
Skills
Portfolio Management, Wealth Management, Alternative Investments, Retirement Planning, Investment Strategies, Equities, Asset Allocation, Private Wealth..., High Net Worth..., Investments, Investment Management, Financial Advisory, Wealth Management...
Education
Simon Fraser University 1990 — 1993
BA
Taylors College, Kuala Lumpur, Malaysia 1989 — 1989
Ontario Grade 13
Methodist Girls School (MGS) Ipoh 1986 — 1988
RBC Dominion Securities June 2011 - Present
HSBC Securities (Canada) Inc. June 2002 - June 2011
BMO Nesbitt Burns 1996 - 2002
Skills
Portfolio Management, Wealth Management, Alternative Investments, Retirement Planning, Investment Strategies, Equities, Asset Allocation, Private Wealth..., High Net Worth..., Investments, Investment Management, Financial Advisory, Wealth Management...
Education
Simon Fraser University 1990 — 1993
BA
Taylors College, Kuala Lumpur, Malaysia 1989 — 1989
Ontario Grade 13
Methodist Girls School (MGS) Ipoh 1986 — 1988
Ramiro Castañeda Jimeno, MBA, CITP Ramiro Castañeda Jimeno, MBA, CITP's RBC Dominion Securities Experience 1996 - 1997
Job Business Development Manager at Fasken Martineau DuMoulin
Industry Marketing and Advertising
Experience
Fasken Martineau DuMoulin January 2013 - Present
Borden Ladner Gervais LLP April 2007 - January 2013
Ceniza 2005 - 2008
Pattison College 2006 - 2007
Octanewave Software 2005 - 2005
Multi-Health Systems Inc. (MHS) 1997 - 2005
RBC Dominion Securities 1996 - 1997
Inter-American Development Bank 1996 - 1996
Skills
Marketing Strategy, Creative Problem Solving, Publishing, Marketing Management, Market Research, Product Marketing, Business Strategy, Direct Marketing, Strategic Planning, Competitive Intelligence, Business Development, Leadership, CRM, Marketing, Entrepreneurship
Education
Harvard Business Publishing 2009 — 2010
Certificate, Harvard ManageMentor®, Management
York University - Schulich School of Business 2002 — 2004
MBA, Marketing and Strategy
Multi Health Systems Inc. 2001 — 2001
BarOn Emotional Quotient Inventory (BarOn EQi) Certification, Leadership
Ryerson University 1999 — 2000
Certified International Trade Professional, International Trade
Canadian Securities Institute 1997 — 1997
Canadian Securities Course (CSC) and Canadian Practices and Handbook Course (CPH), Securities
University of Ottawa 1992 — 1996
Commerce (Hon), Marketing and International Business
Fasken Martineau DuMoulin January 2013 - Present
Borden Ladner Gervais LLP April 2007 - January 2013
Ceniza 2005 - 2008
Pattison College 2006 - 2007
Octanewave Software 2005 - 2005
Multi-Health Systems Inc. (MHS) 1997 - 2005
RBC Dominion Securities 1996 - 1997
Inter-American Development Bank 1996 - 1996
Skills
Marketing Strategy, Creative Problem Solving, Publishing, Marketing Management, Market Research, Product Marketing, Business Strategy, Direct Marketing, Strategic Planning, Competitive Intelligence, Business Development, Leadership, CRM, Marketing, Entrepreneurship
Education
Harvard Business Publishing 2009 — 2010
Certificate, Harvard ManageMentor®, Management
York University - Schulich School of Business 2002 — 2004
MBA, Marketing and Strategy
Multi Health Systems Inc. 2001 — 2001
BarOn Emotional Quotient Inventory (BarOn EQi) Certification, Leadership
Ryerson University 1999 — 2000
Certified International Trade Professional, International Trade
Canadian Securities Institute 1997 — 1997
Canadian Securities Course (CSC) and Canadian Practices and Handbook Course (CPH), Securities
University of Ottawa 1992 — 1996
Commerce (Hon), Marketing and International Business
Jerrod Shin's RBC Dominion Securities Experience June 2012 - September 2012
Job Fall Analyst at Renewal Funds
Industry Venture Capital & Private Equity
Experience
Renewal Funds September 2015 - Present
Ah-Ma World Trading Ltd. January 2014 - Present
JDC West April 2015 - Present
PwC July 2015 - August 2015
Arc Initiative May 2015 - July 2015
Co-op Student Association of Sauder March 2014 - March 2015
SNAP Financial Group May 2014 - December 2014
Rio Tinto Mining Company - Palabora Foundation May 2013 - August 2013
Arc Initiative July 2013 - July 2013
RBC Dominion Securities June 2012 - September 2012
Skills
Team Leadership, Microsoft Excel, Business Development, Public Speaking, Leadership, Project Management
Education
The University of British Columbia / UBC 2011 — 2016
Bachelor of Commerce (B.Com.)
Renewal Funds September 2015 - Present
Ah-Ma World Trading Ltd. January 2014 - Present
JDC West April 2015 - Present
PwC July 2015 - August 2015
Arc Initiative May 2015 - July 2015
Co-op Student Association of Sauder March 2014 - March 2015
SNAP Financial Group May 2014 - December 2014
Rio Tinto Mining Company - Palabora Foundation May 2013 - August 2013
Arc Initiative July 2013 - July 2013
RBC Dominion Securities June 2012 - September 2012
Skills
Team Leadership, Microsoft Excel, Business Development, Public Speaking, Leadership, Project Management
Education
The University of British Columbia / UBC 2011 — 2016
Bachelor of Commerce (B.Com.)
Anthony Kentris Anthony Kentris's RBC Dominion Securities Experience December 2013 - December 2014
Job Project Manager at Kobo Inc. & Owner/Artist
Industry Marketing and Advertising
Experience
Kobo Inc. April 2015 - Present
Route 401 August 2013 - Present
smal creative December 2014 - April 2015
RBC Dominion Securities December 2013 - December 2014
Evoke Solutions September 2011 - December 2013
Evoke Solutions March 2011 - September 2011
Direct Sales Force May 2010 - September 2010
Rogers Communications Inc. June 2006 - September 2008
Skills
Project Management, Adobe Creative Suite, Marketing, Sales, Advertising, Creative Direction, Information Architecture, Cloud Applications, Brand Development, Social Media Marketing, Graphic Design, Basecamp, Creative Strategy, Social Media, Corporate Branding, Microsoft Office, User Experience, Marketing Communications, Account Management, Marketing Strategy, Wireframes, Email Marketing, Online Marketing, InDesign, Print Management, Management, Photoshop, Illustrator, Web Design, Packaging, Pre-press, Project Coordination, Direct Mail, Adobe Acrobat, Logo Design, Art Direction, Adobe InDesign, Adobe Illustrator, Adobe Photoshop, Creative Development, Colour Management, Direct Sales, Advertising Sales, Time Management, Digital Marketing, Customer Service, Teamwork, Integrated Marketing, WordPress
Education
Ryerson University 2008 — 2012
Bachelor of Technology, Graphic Communications Management, Dean's List
Donald A. Wilson Secondary School 2004 — 2008
High School, Ontario Scholar - 80% or higher in all grades
Kobo Inc. April 2015 - Present
Route 401 August 2013 - Present
smal creative December 2014 - April 2015
RBC Dominion Securities December 2013 - December 2014
Evoke Solutions September 2011 - December 2013
Evoke Solutions March 2011 - September 2011
Direct Sales Force May 2010 - September 2010
Rogers Communications Inc. June 2006 - September 2008
Skills
Project Management, Adobe Creative Suite, Marketing, Sales, Advertising, Creative Direction, Information Architecture, Cloud Applications, Brand Development, Social Media Marketing, Graphic Design, Basecamp, Creative Strategy, Social Media, Corporate Branding, Microsoft Office, User Experience, Marketing Communications, Account Management, Marketing Strategy, Wireframes, Email Marketing, Online Marketing, InDesign, Print Management, Management, Photoshop, Illustrator, Web Design, Packaging, Pre-press, Project Coordination, Direct Mail, Adobe Acrobat, Logo Design, Art Direction, Adobe InDesign, Adobe Illustrator, Adobe Photoshop, Creative Development, Colour Management, Direct Sales, Advertising Sales, Time Management, Digital Marketing, Customer Service, Teamwork, Integrated Marketing, WordPress
Education
Ryerson University 2008 — 2012
Bachelor of Technology, Graphic Communications Management, Dean's List
Donald A. Wilson Secondary School 2004 — 2008
High School, Ontario Scholar - 80% or higher in all grades
Elisa Tucciarone's RBC Dominion Securities Experience 2008 - 2010
Job Investment Representative
Industry Financial Services
Experience
BMO Nesbitt Burns January 2010 - Present
RBC Dominion Securities 2008 - 2010
RBC Wealth Management 2006 - 2008
RBC Wealth Management 1997 - 2001
Skills
Investments, Portfolio Management, Fixed Income, Equities, Wealth Management, Strategic Financial..., Mutual Funds, Capital Markets, Banking, Asset Management, Retirement Planning, Investment Management, Securities, Finance, Financial Planning, Investment Advisory
Education
Tecnológico de Monterrey 1984 — 1990
MBA, Business
BMO Nesbitt Burns January 2010 - Present
RBC Dominion Securities 2008 - 2010
RBC Wealth Management 2006 - 2008
RBC Wealth Management 1997 - 2001
Skills
Investments, Portfolio Management, Fixed Income, Equities, Wealth Management, Strategic Financial..., Mutual Funds, Capital Markets, Banking, Asset Management, Retirement Planning, Investment Management, Securities, Finance, Financial Planning, Investment Advisory
Education
Tecnológico de Monterrey 1984 — 1990
MBA, Business
Melissa Ly Melissa Ly's RBC Dominion Securities Experience September 2012 - July 2013
Job Bachelor of Commerce, Marketing
Industry Marketing and Advertising
Experience
Scotiabank July 2014 - Present
Rogers Communications March 2014 - June 2014
ARAMARK July 2006 - January 2014
RBC Dominion Securities September 2012 - July 2013
Groupe Dynamite October 2007 - September 2012
Skills
Team Leadership, Teamwork, Time Management, Microsoft Office, Public Speaking, Social Media, Sales Management, Problem Solving, Customer Service, Highly detail oriented, Organized Multi-tasker, Reliable, Always Punctual, Independent Self-starter, PowerPoint, Sales, Microsoft Word, Microsoft Excel, Marketing, Outlook, Retail, Social Media Marketing, Merchandising, Marketing Communications, Event Management
Education
Ryerson University 2009 — 2013
Bachelor of Commerce (B.Com.), Marketing/Marketing Management, General, Undergraduate
Scotiabank July 2014 - Present
Rogers Communications March 2014 - June 2014
ARAMARK July 2006 - January 2014
RBC Dominion Securities September 2012 - July 2013
Groupe Dynamite October 2007 - September 2012
Skills
Team Leadership, Teamwork, Time Management, Microsoft Office, Public Speaking, Social Media, Sales Management, Problem Solving, Customer Service, Highly detail oriented, Organized Multi-tasker, Reliable, Always Punctual, Independent Self-starter, PowerPoint, Sales, Microsoft Word, Microsoft Excel, Marketing, Outlook, Retail, Social Media Marketing, Merchandising, Marketing Communications, Event Management
Education
Ryerson University 2009 — 2013
Bachelor of Commerce (B.Com.), Marketing/Marketing Management, General, Undergraduate
Louis-Philippe Gagnon Louis-Philippe Gagnon's RBC Dominion Securities Experience March 2011 - August 2011
Job Membre du Conseil d'administration chez Fonds de développement centre FrançoisMichelle
Industry Investment Management
Experience
RBC Valeurs Mobilières June 2015 - Present
Fonds de développement centre François-Michelle May 2011 - January 2014
Bombardier Aerospace June 2012 - August 2012
RBC Dominion Securities March 2011 - August 2011
Pharmaprix January 2011 - June 2011
Jeunes Entreprises May 2010 - June 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Stock Market, Finance, Economy, Ice Hockey, Golf, Gym, Snowmobile, Leadership
Education
London School of Economics and Political Science 2013 — 2013
Finance, général, Succeeded
John Molson School of Business 2012 — 2013
Bachelor of Commerce (B.Com.), Finance, General
Cegep André Grasset 2010 — 2012
DEC, Science Humaine avec Mathématique
Collège Bourget
RBC Valeurs Mobilières June 2015 - Present
Fonds de développement centre François-Michelle May 2011 - January 2014
Bombardier Aerospace June 2012 - August 2012
RBC Dominion Securities March 2011 - August 2011
Pharmaprix January 2011 - June 2011
Jeunes Entreprises May 2010 - June 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Stock Market, Finance, Economy, Ice Hockey, Golf, Gym, Snowmobile, Leadership
Education
London School of Economics and Political Science 2013 — 2013
Finance, général, Succeeded
John Molson School of Business 2012 — 2013
Bachelor of Commerce (B.Com.), Finance, General
Cegep André Grasset 2010 — 2012
DEC, Science Humaine avec Mathématique
Collège Bourget
Kent Chen, CFP, CIM, FMA, FCSI Kent Chen, CFP, CIM, FMA, FCSI's RBC Dominion Securities Experience July 2014 - Present
Job Associate Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities July 2014 - Present
RBC Dominion Securities June 2006 - Present
RBC June 2004 - June 2006
TD Bank Group February 2000 - June 2004
Future Shop July 1998 - January 2000
Skills
Mutual Funds, Investments, Bonds, Portfolio Management, Equities, Fixed Income, Investment Advisory, Asset Allocation, Securities, Mortgage Lending, Retirement, Residential Mortgages, Retail Banking, Wealth Management..., Loans, Investment Strategies, Financial Planners, Certified Financial..., Personal Financial..., Financial Services, Retirement Planning, Financial Planning, Wealth Management, Insurance, Asset Management, Banking
Education
Simon Fraser University 1996 — 2000
Bachelor of Arts (B.A.), Economics
RBC Dominion Securities July 2014 - Present
RBC Dominion Securities June 2006 - Present
RBC June 2004 - June 2006
TD Bank Group February 2000 - June 2004
Future Shop July 1998 - January 2000
Skills
Mutual Funds, Investments, Bonds, Portfolio Management, Equities, Fixed Income, Investment Advisory, Asset Allocation, Securities, Mortgage Lending, Retirement, Residential Mortgages, Retail Banking, Wealth Management..., Loans, Investment Strategies, Financial Planners, Certified Financial..., Personal Financial..., Financial Services, Retirement Planning, Financial Planning, Wealth Management, Insurance, Asset Management, Banking
Education
Simon Fraser University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Peter Yanbo Zhang's RBC Dominion Securities Experience December 2011 - Present
Job Associate at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities December 2011 - Present
Caida Securities CO., LTD. June 2007 - August 2009
Skills
Financial Modeling, Portfolio Management, Finance, Analysis, Investment Strategies, Securities, Investments, Financial Advisory, Strategic Financial..., Asset Allocation, Wealth Management
Education
York University - Schulich School of Business 2010 — 2011
Master of Finance, Finance, General
The George Washington University - School of Business 2006 — 2010
BBA, Finance, Marketing
CFA Institute
RBC Dominion Securities December 2011 - Present
Caida Securities CO., LTD. June 2007 - August 2009
Skills
Financial Modeling, Portfolio Management, Finance, Analysis, Investment Strategies, Securities, Investments, Financial Advisory, Strategic Financial..., Asset Allocation, Wealth Management
Education
York University - Schulich School of Business 2010 — 2011
Master of Finance, Finance, General
The George Washington University - School of Business 2006 — 2010
BBA, Finance, Marketing
CFA Institute
Jennifer Lorz Jennifer Lorz's RBC Dominion Securities Experience November 2003 - September 2013
Job Financial Planner at RBC
Industry Financial Services
Experience
RBC Wealth Management September 2013 - Present
RBC Dominion Securities November 2003 - September 2013
RBC Private Counsel March 1999 - November 2003
Skills
Customer Service, Strategic Planning, Strategic Financial..., Discretionary..., Personal Financial..., Investment Advisory, Estate Planning, Personal Tax Planning, Retirement Planning, Business Succession..., Wealth Management, Wealth Preservation..., Wealth Accumulation..., Intergenerational..., Legacy Planning, Client Service
Education
Canadian Securities Institute
Chartered Investment Manager (CIM®), Wealth Management
CFA Institute
Chartered Financial Analyst Program, Level I
Institute of Canadian Bankers
Professional Financial Planning (PFP) diploma
Canadian Securities Institute
Conduct and Practices Course (CPH)
Canadian Securities Institute
Canadian Securities Course (CSC)
Saint Mary's University 1992 — 1996
Bachelor of Commerce (B.Com.), Global Business Management
University of Colorado Colorado Springs
Bachelor of Commerce (B.Com.)
RBC Wealth Management September 2013 - Present
RBC Dominion Securities November 2003 - September 2013
RBC Private Counsel March 1999 - November 2003
Skills
Customer Service, Strategic Planning, Strategic Financial..., Discretionary..., Personal Financial..., Investment Advisory, Estate Planning, Personal Tax Planning, Retirement Planning, Business Succession..., Wealth Management, Wealth Preservation..., Wealth Accumulation..., Intergenerational..., Legacy Planning, Client Service
Education
Canadian Securities Institute
Chartered Investment Manager (CIM®), Wealth Management
CFA Institute
Chartered Financial Analyst Program, Level I
Institute of Canadian Bankers
Professional Financial Planning (PFP) diploma
Canadian Securities Institute
Conduct and Practices Course (CPH)
Canadian Securities Institute
Canadian Securities Course (CSC)
Saint Mary's University 1992 — 1996
Bachelor of Commerce (B.Com.), Global Business Management
University of Colorado Colorado Springs
Bachelor of Commerce (B.Com.)
Shaalini Sellvaratnam Shaalini Sellvaratnam's RBC Dominion Securities Experience September 2010 - December 2010
Job Digital Properties Coordinator at Manulife Financial
Industry Marketing and Advertising
Experience
Manulife Financial January 2015 - Present
Manulife Financial May 2012 - January 2015
University of Toronto Mississauga, Department of Management September 2010 - April 2014
Artez Interactive June 2011 - October 2011
RBC Dominion Securities September 2010 - December 2010
Skills
Social Media Marketing, Web Analytics, SEO, Critical Thinking, Business Writing, Public Speaking, Adobe Design Programs, Time Management, Web Project Management, Microsoft Office, Team Leadership, Email Marketing, Market Research, Marketing Communications, Management, Marketing, Microsoft Excel, Research, Editing
Education
University of Toronto at Mississauga - Erindale College 2009 — 2014
BBA, Management and HBA, Communications, Culture and Information Technology
Sheridan College 2011 — 2014
Certificate in Digital Communications
Manulife Financial January 2015 - Present
Manulife Financial May 2012 - January 2015
University of Toronto Mississauga, Department of Management September 2010 - April 2014
Artez Interactive June 2011 - October 2011
RBC Dominion Securities September 2010 - December 2010
Skills
Social Media Marketing, Web Analytics, SEO, Critical Thinking, Business Writing, Public Speaking, Adobe Design Programs, Time Management, Web Project Management, Microsoft Office, Team Leadership, Email Marketing, Market Research, Marketing Communications, Management, Marketing, Microsoft Excel, Research, Editing
Education
University of Toronto at Mississauga - Erindale College 2009 — 2014
BBA, Management and HBA, Communications, Culture and Information Technology
Sheridan College 2011 — 2014
Certificate in Digital Communications
Jonathan Lehun Jonathan Lehun's RBC Dominion Securities Experience September 2012 - August 2013
Job Senior Analyst at FirePower Capital
Industry Financial Services
Experience
FirePower Capital September 2013 - Present
RBC Dominion Securities September 2012 - August 2013
The College Hockey Experience October 2011 - May 2012
RBC Dominion Securities May 2011 - August 2011
Professional Hockey Player September 2005 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Leadership, Determination to Succeed
Education
Ryerson University 2008 — 2012
Bachelor of Commerce (B.Com.), Finance, General
St. Cloud State University 2002 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
St. Michael's College School 1998 — 2002
FirePower Capital September 2013 - Present
RBC Dominion Securities September 2012 - August 2013
The College Hockey Experience October 2011 - May 2012
RBC Dominion Securities May 2011 - August 2011
Professional Hockey Player September 2005 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Leadership, Determination to Succeed
Education
Ryerson University 2008 — 2012
Bachelor of Commerce (B.Com.), Finance, General
St. Cloud State University 2002 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
St. Michael's College School 1998 — 2002
Anita Shin Anita Shin's RBC Dominion Securities Experience January 2014 - Present
Job Administrative Assistant at RBC Dominion Securities
Industry Banking
Experience
RBC Dominion Securities January 2014 - Present
CIBC Private Wealth Management December 2012 - January 2014
Kiddology May 2012 - March 2013
UBC Go Global January 2012 - March 2012
UBC Access & Diversity May 2011 - August 2011
Kumon September 2006 - June 2011
UBC Food Society May 2010 - May 2011
UBC Tax Assistance Clinic for Students March 2010 - April 2011
ILC Interactive Learning Corporation October 2007 - October 2008
Hung-Lien Technology July 2004 - August 2006
Skills
Leadership, Time Management, Finance, Customer Service
Education
The University of British Columbia 2008 — 2012
Bachelor of Commerce, Finance, Honors
Université Jean Moulin Lyon 3 2011 — 2011
Exchange Program
RBC Dominion Securities January 2014 - Present
CIBC Private Wealth Management December 2012 - January 2014
Kiddology May 2012 - March 2013
UBC Go Global January 2012 - March 2012
UBC Access & Diversity May 2011 - August 2011
Kumon September 2006 - June 2011
UBC Food Society May 2010 - May 2011
UBC Tax Assistance Clinic for Students March 2010 - April 2011
ILC Interactive Learning Corporation October 2007 - October 2008
Hung-Lien Technology July 2004 - August 2006
Skills
Leadership, Time Management, Finance, Customer Service
Education
The University of British Columbia 2008 — 2012
Bachelor of Commerce, Finance, Honors
Université Jean Moulin Lyon 3 2011 — 2011
Exchange Program
Mariam Olagunju Mariam Olagunju's RBC Dominion Securities Experience June 2011 - November 2011
Job Consultant at Deloitte Canada
Industry Information Technology and Services
Experience
Deloitte Canada July 2015 - Present
Deloitte Canada January 2014 - June 2015
Raeallan May 2014 - August 2014
Afrolems.com September 2008 - November 2013
University of Waterloo September 2012 - September 2013
inVUze™ September 2012 - July 2013
University of Toronto June 2012 - June 2012
RBC Dominion Securities June 2011 - November 2011
N5R April 2011 - August 2011
Gidilounge December 2009 - August 2011
Skills
Digital Marketing, Social Media Marketing, Social Media, Entrepreneurship, Leadership, Project Management, Microsoft Office, Marketing, Strategy, Marketing Communications, SEO, Marketing Strategy, CRM, Start-ups, Business Development, Conference Coordination, Event Planning, Email Marketing, Event Management, Management, Idea Validation, Business Strategy, Adobe Creative Suite, Strategic Consulting, Strategic Planning, Idea Commercialization, Creative Direction, Cross-cultural..., Customer Engagement, E-commerce, Resource Management, Conference Design, Conference Production, HTML, Resource Allocation, Brand Awareness, Brand Management, Consulting, Management Consulting, Blogging, Stratigic Planning, Customer Development, Innovator, Agile Methodologies, Agile Transformation...
Education
University of Waterloo 2012 — 2013
MBET, Masters of Business, Entrepreneurship, and Technology
University of Toronto Mississauga 2006 — 2011
HBA, Digital enterprise Management (DEM)
Sheridan College 2008 — 2011
Certificate, Digital Communications, Webculture and Design, Design Thinking, Universal Design and Access
Hubspot Inbound Marketing University (IMU) 2011 — 2011
Inbound Marketing Specialist, Marketing
Deloitte Canada July 2015 - Present
Deloitte Canada January 2014 - June 2015
Raeallan May 2014 - August 2014
Afrolems.com September 2008 - November 2013
University of Waterloo September 2012 - September 2013
inVUze™ September 2012 - July 2013
University of Toronto June 2012 - June 2012
RBC Dominion Securities June 2011 - November 2011
N5R April 2011 - August 2011
Gidilounge December 2009 - August 2011
Skills
Digital Marketing, Social Media Marketing, Social Media, Entrepreneurship, Leadership, Project Management, Microsoft Office, Marketing, Strategy, Marketing Communications, SEO, Marketing Strategy, CRM, Start-ups, Business Development, Conference Coordination, Event Planning, Email Marketing, Event Management, Management, Idea Validation, Business Strategy, Adobe Creative Suite, Strategic Consulting, Strategic Planning, Idea Commercialization, Creative Direction, Cross-cultural..., Customer Engagement, E-commerce, Resource Management, Conference Design, Conference Production, HTML, Resource Allocation, Brand Awareness, Brand Management, Consulting, Management Consulting, Blogging, Stratigic Planning, Customer Development, Innovator, Agile Methodologies, Agile Transformation...
Education
University of Waterloo 2012 — 2013
MBET, Masters of Business, Entrepreneurship, and Technology
University of Toronto Mississauga 2006 — 2011
HBA, Digital enterprise Management (DEM)
Sheridan College 2008 — 2011
Certificate, Digital Communications, Webculture and Design, Design Thinking, Universal Design and Access
Hubspot Inbound Marketing University (IMU) 2011 — 2011
Inbound Marketing Specialist, Marketing
Jennifer Khuu's RBC Dominion Securities Experience May 2007 - August 2007
Job Executive Assistant at Rogers
Industry Telecommunications
Experience
Rogers Communications December 2013 - Present
Sensory Services November 2004 - Present
Donato Salon + Spa November 2008 - September 2013
Vizeum August 2007 - August 2008
RBC Dominion Securities May 2007 - August 2007
Grand Park Medical December 2002 - August 2007
Canadian Real Estate Investment Group May 2004 - December 2005
TD December 2004 - March 2005
Education
Donato Academy 2009 — 2011
Apprenticeship Certification, Hair Styling/Stylist and Hair Design
Marca College Hair and Esthetics 2008 — 2009
Diploma, Hair Styling/Stylist and Hair Design
Ryerson University 2002 — 2007
Bachelor of Arts (BA), International Economics and Finance
Rogers Communications December 2013 - Present
Sensory Services November 2004 - Present
Donato Salon + Spa November 2008 - September 2013
Vizeum August 2007 - August 2008
RBC Dominion Securities May 2007 - August 2007
Grand Park Medical December 2002 - August 2007
Canadian Real Estate Investment Group May 2004 - December 2005
TD December 2004 - March 2005
Education
Donato Academy 2009 — 2011
Apprenticeship Certification, Hair Styling/Stylist and Hair Design
Marca College Hair and Esthetics 2008 — 2009
Diploma, Hair Styling/Stylist and Hair Design
Ryerson University 2002 — 2007
Bachelor of Arts (BA), International Economics and Finance
Pauline Davison, FMA Pauline Davison, FMA's RBC Dominion Securities Experience December 2011 - August 2013
Job VP, Compliance at Queensbury Securities Inc.
Industry Financial Services
Experience
Queensbury Securities Inc. September 2013 - Present
RBC Dominion Securities December 2011 - August 2013
IIROC (Investment Industry Regulatory Organization of Canada) May 2008 - December 2011
IIROC (Investment Industry Regulatory Organization of Canada) January 2006 - May 2008
BMO Nesbitt Burns March 2001 - January 2006
Skills
Investments, Options, Mutual Funds, Securities Regulation, Trading, Risk Management, Securities, Equities, Equity Trading, Capital Markets, Wealth Management
Education
Ryerson University 1992 — 1996
Business Management
Canadian Securities Institute
Queensbury Securities Inc. September 2013 - Present
RBC Dominion Securities December 2011 - August 2013
IIROC (Investment Industry Regulatory Organization of Canada) May 2008 - December 2011
IIROC (Investment Industry Regulatory Organization of Canada) January 2006 - May 2008
BMO Nesbitt Burns March 2001 - January 2006
Skills
Investments, Options, Mutual Funds, Securities Regulation, Trading, Risk Management, Securities, Equities, Equity Trading, Capital Markets, Wealth Management
Education
Ryerson University 1992 — 1996
Business Management
Canadian Securities Institute
Nikita Anand Nikita Anand's RBC Dominion Securities Experience July 2010 - August 2010
Job IT Resource Coordinator at Enbridge Gas Distribution
Industry Information Technology and Services
Experience
Ryerson Univiersity May 2012 - April 2013
Ryerson University April 2011 - April 2012
New Super Buck Store June 2007 - August 2011
Women in ITM April 2009 - April 2011
RBC Dominion Securities July 2010 - August 2010
Skills
Problem Solving, Event Management, Customer Service, Customer Relations, Microsoft Office, Business Analysis, Word, Team Leadership, Excel, Visio, Teamwork, Time Management, MS Project, SDLC, PowerPoint, SQL, Analysis, SAP, Research, Event Planning, Microsoft Word, Data Analysis, Management, Project Management, Social Media, Leadership, Human Resources, Business Process, Microsoft Excel, Recruiting, Management Consulting, Access, Networking, Software Documentation
Education
Ryerson University 2007 — 2012
Bachelor of Commerce, Business Technology Management
Riverdale Collegiate Institute 2003 — 2007
Diploma
Ryerson Univiersity May 2012 - April 2013
Ryerson University April 2011 - April 2012
New Super Buck Store June 2007 - August 2011
Women in ITM April 2009 - April 2011
RBC Dominion Securities July 2010 - August 2010
Skills
Problem Solving, Event Management, Customer Service, Customer Relations, Microsoft Office, Business Analysis, Word, Team Leadership, Excel, Visio, Teamwork, Time Management, MS Project, SDLC, PowerPoint, SQL, Analysis, SAP, Research, Event Planning, Microsoft Word, Data Analysis, Management, Project Management, Social Media, Leadership, Human Resources, Business Process, Microsoft Excel, Recruiting, Management Consulting, Access, Networking, Software Documentation
Education
Ryerson University 2007 — 2012
Bachelor of Commerce, Business Technology Management
Riverdale Collegiate Institute 2003 — 2007
Diploma
Benjamin Ovadya's RBC Dominion Securities Experience June 1995 - June 1998
Job Sales Manager at Gertex Hosiery Inc.
Industry Textiles
Experience
Gertex Hosiery Inc. January 2009 - Present
Gertex Hosiery Inc. January 2003 - January 2009
IBM September 2001 - December 2002
BMO Nesbitt Burns June 2000 - June 2001
CIBC Wood Gundy June 1998 - June 2000
RBC Dominion Securities June 1995 - June 1998
Skills
Sales Management, Sales, Management, Retail, Procurement, Product Design, Investments, Analysis, Program Management, Finance, Marketing, Pricing, Negotiation, Time Management, Customer Service, Forecasting, Social Media, Marketing Strategy, Strategic Planning, Public Speaking
Education
Seneca College of Applied Arts and Technology 1993 — 1994
HRM, Human Resources Management
York University 1989 — 1992
BA, Psychology
Gertex Hosiery Inc. January 2009 - Present
Gertex Hosiery Inc. January 2003 - January 2009
IBM September 2001 - December 2002
BMO Nesbitt Burns June 2000 - June 2001
CIBC Wood Gundy June 1998 - June 2000
RBC Dominion Securities June 1995 - June 1998
Skills
Sales Management, Sales, Management, Retail, Procurement, Product Design, Investments, Analysis, Program Management, Finance, Marketing, Pricing, Negotiation, Time Management, Customer Service, Forecasting, Social Media, Marketing Strategy, Strategic Planning, Public Speaking
Education
Seneca College of Applied Arts and Technology 1993 — 1994
HRM, Human Resources Management
York University 1989 — 1992
BA, Psychology
Nancy Lupi Nancy Lupi's RBC Dominion Securities Experience June 1981 - September 1996
Job Vice President, Human Resources at Fidelity Investments Canada
Industry Financial Services
Experience
Fidelity Investments Canada EVP & Managing Director, CanadaHSBC SecuritiesMarch 1999 - April 2001
E*TRADE Financial October 1996 - June 1998
RBC Dominion Securities June 1981 - September 1996
Education
Ryerson University 1975 — 1978
Diploma, Fashion Merchandising
Collingwood Collegiate 1970 — 1975
Fidelity Investments Canada EVP & Managing Director, CanadaHSBC SecuritiesMarch 1999 - April 2001
E*TRADE Financial October 1996 - June 1998
RBC Dominion Securities June 1981 - September 1996
Education
Ryerson University 1975 — 1978
Diploma, Fashion Merchandising
Collingwood Collegiate 1970 — 1975
Naga Gonela Naga Gonela's RBC Dominion Securities Experience November 2010 - November 2011
Job Business & Marketing Professional
Industry Marketing and Advertising
Experience
The Big Carrot Natural Food Market April 2006 - Present
RBC Dominion Securities November 2010 - November 2011
Fairweather January 2004 - January 2006
Skills
Food, Cooking, Event Planning, Customer Service, Research, Retail, Nutrition, Finance, Invoicing, Marketing, Process Scheduler, Sales, Time Management, Social Networking, Teamwork
Education
Seneca College of Applied Arts and Technology 2009 — 2010
Diploma, Marketing
Seneca College of Applied Arts and Technology 2007 — 2009
Diploma, Business/Commerce, General
The Big Carrot Natural Food Market April 2006 - Present
RBC Dominion Securities November 2010 - November 2011
Fairweather January 2004 - January 2006
Skills
Food, Cooking, Event Planning, Customer Service, Research, Retail, Nutrition, Finance, Invoicing, Marketing, Process Scheduler, Sales, Time Management, Social Networking, Teamwork
Education
Seneca College of Applied Arts and Technology 2009 — 2010
Diploma, Marketing
Seneca College of Applied Arts and Technology 2007 — 2009
Diploma, Business/Commerce, General
Jennifer Habig Reid, CFP®, CIMA®, CRPC® Jennifer Habig Reid, CFP®, CIMA®, CRPC®'s RBC Dominion Securities Experience 1997 - 1998
Job VicePresident Wealth Management UBS
Industry Investment Management
Experience
UBS January 2009 - Present
Merrill Lynch June 1998 - January 2009
RBC Dominion Securities 1997 - 1998
Les Grands Ballets Canadiens de Montréal 1990 - 1997
The Joffrey Ballet 1984 - 1990
Skills
Certified Financial..., Wealth Management, Financial Advisory, Investments, Certified Investment...
Education
College of Financial Planning
Financial Planning
The American College
Financial Planning
UBS January 2009 - Present
Merrill Lynch June 1998 - January 2009
RBC Dominion Securities 1997 - 1998
Les Grands Ballets Canadiens de Montréal 1990 - 1997
The Joffrey Ballet 1984 - 1990
Skills
Certified Financial..., Wealth Management, Financial Advisory, Investments, Certified Investment...
Education
College of Financial Planning
Financial Planning
The American College
Financial Planning
Derek Verzyl Derek Verzyl's RBC Dominion Securities Experience March 2007 - August 2008
Job Business Developer at London Life
Industry Telecommunications
Experience
London Life September 2013 - Present
London Life March 2012 - July 2013
London Life August 2010 - March 2012
Eclipse Technology Solutions Inc. February 2010 - August 2010
Canaccord Financial August 2008 - October 2009
RBC Dominion Securities March 2007 - August 2008
ScotiaMcLeod March 2005 - March 2008
Skills
Investments, Retirement Planning, Mutual Funds, Wealth Management, Customer Service, Financial Planning, Customer Relations, Banking, Excel, Microsoft Office, Word, PowerPoint, Problem Solving, Cold Calling, Inside Sales, Testing, Business Requirements, User Acceptance Testing, Regression Testing
Education
Sheridan College 1998 — 2001
Diploma, Financial Services
Glendale High School 1994 — 1998
London Life September 2013 - Present
London Life March 2012 - July 2013
London Life August 2010 - March 2012
Eclipse Technology Solutions Inc. February 2010 - August 2010
Canaccord Financial August 2008 - October 2009
RBC Dominion Securities March 2007 - August 2008
ScotiaMcLeod March 2005 - March 2008
Skills
Investments, Retirement Planning, Mutual Funds, Wealth Management, Customer Service, Financial Planning, Customer Relations, Banking, Excel, Microsoft Office, Word, PowerPoint, Problem Solving, Cold Calling, Inside Sales, Testing, Business Requirements, User Acceptance Testing, Regression Testing
Education
Sheridan College 1998 — 2001
Diploma, Financial Services
Glendale High School 1994 — 1998
Stanley Eng's RBC Dominion Securities Experience 1985 - 1998
Job
Industry Financial Services
Experience
CIBC March 2008 - Present
Richardson Partners Financial May 2003 - February 2008
Fidelity Investments Canada Ltd. 2002 - 2003
Fidelity Intermediary Servies 2001 - 2002
RBC Dominion Securities 1985 - 1998
Skills
Strategic Planning, Change Management, Business Analysis, Risk Management, Coaching, Budgets, Business Strategy, Project Management, Process Improvement, Operations Management, Team Leadership, Team Building, IT Strategy, Business Process..., Vendor Management, CRM, Banking, Business Intelligence, Financial Services, Integration, SDLC
Education
Ryerson University
Applied Computer Science
CIBC March 2008 - Present
Richardson Partners Financial May 2003 - February 2008
Fidelity Investments Canada Ltd. 2002 - 2003
Fidelity Intermediary Servies 2001 - 2002
RBC Dominion Securities 1985 - 1998
Skills
Strategic Planning, Change Management, Business Analysis, Risk Management, Coaching, Budgets, Business Strategy, Project Management, Process Improvement, Operations Management, Team Leadership, Team Building, IT Strategy, Business Process..., Vendor Management, CRM, Banking, Business Intelligence, Financial Services, Integration, SDLC
Education
Ryerson University
Applied Computer Science
Ella Levin Ella Levin's RBC Dominion Securities Experience October 2011 - February 2012
Job Actuarial Exam FM Candidate
Industry Financial Services
Experience
Looking for employment August 2015 - Present
Hanser Financial April 2012 - July 2014
RBC Dominion Securities October 2011 - February 2012
TD Waterhouse January 2011 - April 2011
Skills
Financial Services, Financial Analysis, Customer Service, Bloomberg, Mutual Funds, Corporate Finance, Securities, Options, Microsoft Office, Microsoft Excel, Derivatives, Office Administration, Accounting, Database Administration, Data Analysis, Team-oriented, Mathematics, Analytical Abilities, Quantitative, Project Finance, Excel, Client Service, Troubleshooting, Team Oriented, Staff Training, Demographic Analysis, Demographic Research, Investment..., NDex, MS Office, Univeris Wealth Platform, Thomson One Analytics, ISM, BTS, Berton, ClientSource, Macros, Teamwork, Analytical Skills, Investments
Education
Ryerson University 2006 — 2010
BComm, Finance, Business Communication
Looking for employment August 2015 - Present
Hanser Financial April 2012 - July 2014
RBC Dominion Securities October 2011 - February 2012
TD Waterhouse January 2011 - April 2011
Skills
Financial Services, Financial Analysis, Customer Service, Bloomberg, Mutual Funds, Corporate Finance, Securities, Options, Microsoft Office, Microsoft Excel, Derivatives, Office Administration, Accounting, Database Administration, Data Analysis, Team-oriented, Mathematics, Analytical Abilities, Quantitative, Project Finance, Excel, Client Service, Troubleshooting, Team Oriented, Staff Training, Demographic Analysis, Demographic Research, Investment..., NDex, MS Office, Univeris Wealth Platform, Thomson One Analytics, ISM, BTS, Berton, ClientSource, Macros, Teamwork, Analytical Skills, Investments
Education
Ryerson University 2006 — 2010
BComm, Finance, Business Communication
Katie Fang's RBC Dominion Securities Experience May 2011 - October 2011
Job Founder at SchooLinks, Connecting the world through education
Industry Internet
Experience
SchooLinks May 2014 - Present
International Business Conference April 2011 - January 2012
RBC Dominion Securities May 2011 - October 2011
Dundee Wealth March 2011 - May 2011
EQQY GROUP of Companies June 2010 - September 2010
Ministry of Small Business, Technology and Economic Development 2009 - 2010
Skills
Entrepreneurship, Team Leadership, User Experience Design, Front-end Development, Early-stage Startups, Time Management, Strategic Financial..., Leadership, Business Development, Project Management, Marketing, Strategic Planning, Public Speaking, Social Media Marketing, Management, Marketing Strategy, Start-ups, Academic Advising
Education
The University of British Columbia 2009 — 2014
Bachelor of Commerce, Finance Major
SchooLinks May 2014 - Present
International Business Conference April 2011 - January 2012
RBC Dominion Securities May 2011 - October 2011
Dundee Wealth March 2011 - May 2011
EQQY GROUP of Companies June 2010 - September 2010
Ministry of Small Business, Technology and Economic Development 2009 - 2010
Skills
Entrepreneurship, Team Leadership, User Experience Design, Front-end Development, Early-stage Startups, Time Management, Strategic Financial..., Leadership, Business Development, Project Management, Marketing, Strategic Planning, Public Speaking, Social Media Marketing, Management, Marketing Strategy, Start-ups, Academic Advising
Education
The University of British Columbia 2009 — 2014
Bachelor of Commerce, Finance Major
Andrea Smith CHRL's RBC Dominion Securities Experience September 1997 - October 2000
Job People and Culture Partner
Industry Human Resources
Experience
ManpowerGroup Human Resource Business PartnerRight ManagementMarch 2011 - Present
Edelman Public Relations Worldwide Canada Inc November 2006 - November 2010
RBC Royal Bank October 2003 - October 2006
RBC Global Private Banking October 2000 - October 2003
RBC Dominion Securities September 1997 - October 2000
Skills
Talent Management, Employee Relations, Performance Management, Organizational..., Awareness, HR Policies, Employee Engagement, Human Resources, Onboarding, Recruiting, Management, Employee Benefits, Deferred Compensation, Personnel Management, Strategy, Training
Education
Ryerson University 2001 — 2005
Human Resources
AHVS
ManpowerGroup Human Resource Business PartnerRight ManagementMarch 2011 - Present
Edelman Public Relations Worldwide Canada Inc November 2006 - November 2010
RBC Royal Bank October 2003 - October 2006
RBC Global Private Banking October 2000 - October 2003
RBC Dominion Securities September 1997 - October 2000
Skills
Talent Management, Employee Relations, Performance Management, Organizational..., Awareness, HR Policies, Employee Engagement, Human Resources, Onboarding, Recruiting, Management, Employee Benefits, Deferred Compensation, Personnel Management, Strategy, Training
Education
Ryerson University 2001 — 2005
Human Resources
AHVS
Ismail Okadia's RBC Dominion Securities Experience 1997 - 1998
Job Manager at Bosch
Industry Automotive
Experience
Bosch ManagerRobert Bosch LLC2001 - Present
Konverge 2002 - 2009
ThinkFast Consulting 1998 - 2001
RBC Dominion Securities 1997 - 1998
CGI Consulting Group 1996 - 1997
Manulife Financial 1995 - 1996
Education
Ryerson University 1990 — 2005
Applied computer science
Riverdale collegiate 1986 — 1989
Bosch ManagerRobert Bosch LLC2001 - Present
Konverge 2002 - 2009
ThinkFast Consulting 1998 - 2001
RBC Dominion Securities 1997 - 1998
CGI Consulting Group 1996 - 1997
Manulife Financial 1995 - 1996
Education
Ryerson University 1990 — 2005
Applied computer science
Riverdale collegiate 1986 — 1989
Richard Liley's RBC Dominion Securities Experience 1996 - 1998
Job Equity Analyst at Leith Wheeler
Industry Investment Management
Experience
Leith Wheeler March 2000 - Present
TD Waterhouse 1998 - 2000
RBC Dominion Securities 1996 - 1998
TD Bank 1994 - 1996
Skills
Portfolio Management, Equities, Investments, Fixed Income, Equity Research, Asset Management, Investment Management, Investment Strategies, Financial Analysis
Education
The University of British Columbia 1989 — 2003
Bachelor of Commerce (B.Com.), Finance
Leith Wheeler March 2000 - Present
TD Waterhouse 1998 - 2000
RBC Dominion Securities 1996 - 1998
TD Bank 1994 - 1996
Skills
Portfolio Management, Equities, Investments, Fixed Income, Equity Research, Asset Management, Investment Management, Investment Strategies, Financial Analysis
Education
The University of British Columbia 1989 — 2003
Bachelor of Commerce (B.Com.), Finance
Dwight Mann's RBC Dominion Securities Experience 1995 - 2000
Job Senior Vice President, Portfolio Manager, Investment Advisor at National Bank Financial
Industry Financial Services
Experience
National Bank Financial September 2012 - Present
National Bank Financial 2008 - 2012
National Bank Financial 2000 - 2008
RBC Dominion Securities 1995 - 2000
Richardson Greenshields 1993 - 1995
Education
The University of British Columbia 1988 — 1993
B.Comm
CSI
CSC, Canadian Securities Course
CSI
CIM, Canadian Investment Manager
National Bank Financial September 2012 - Present
National Bank Financial 2008 - 2012
National Bank Financial 2000 - 2008
RBC Dominion Securities 1995 - 2000
Richardson Greenshields 1993 - 1995
Education
The University of British Columbia 1988 — 1993
B.Comm
CSI
CSC, Canadian Securities Course
CSI
CIM, Canadian Investment Manager
Hugh Cooper's RBC Dominion Securities Experience March 1980 - Present
Job vice president at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities March 1980 - Present
Education
The University of British Columbia 1973 — 1977
RBC Dominion Securities March 1980 - Present
Education
The University of British Columbia 1973 — 1977
Chuck Romano's RBC Dominion Securities Experience December 1994 - October 2001
Job Director at BNP Paribas
Industry Banking
Experience
BNP Paribas October 2001 - Present
RBC Dominion Securities December 1994 - October 2001
NatWest Bank March 1994 - December 1994
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance, International Business
Rutgers University-New Brunswick 1985 — 1989
BA, Economics, German
BNP Paribas October 2001 - Present
RBC Dominion Securities December 1994 - October 2001
NatWest Bank March 1994 - December 1994
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance, International Business
Rutgers University-New Brunswick 1985 — 1989
BA, Economics, German
Sheila Whitehead's RBC Dominion Securities Experience September 2007 - Present
Job Investment and Wealth Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities September 2007 - Present
Skills
Wealth Management, Retirement Planning, Strategic Planning, Succession Planning, Personal Tax Planning, Investment Management, Estate Planning, Investments, Portfolio Management, Finance, Strategic Financial..., Insurance, Financial Analysis, Securities, Financial Planning
Education
Santa Clara University 1981 — 1985
Bachelor's Degree, Commerce
The University of British Columbia 1989 — 1991
Master of Business Administration (M.B.A.)
RBC Dominion Securities September 2007 - Present
Skills
Wealth Management, Retirement Planning, Strategic Planning, Succession Planning, Personal Tax Planning, Investment Management, Estate Planning, Investments, Portfolio Management, Finance, Strategic Financial..., Insurance, Financial Analysis, Securities, Financial Planning
Education
Santa Clara University 1981 — 1985
Bachelor's Degree, Commerce
The University of British Columbia 1989 — 1991
Master of Business Administration (M.B.A.)
William Liley's RBC Dominion Securities Experience 2010 - Present
Job Associate Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns September 2015 - Present
RBC Dominion Securities 2010 - Present
Education
Canadian Securities Institute 2008 — 2013
Eric Hamber Secondary
Simon Fraser University
BMO Nesbitt Burns September 2015 - Present
RBC Dominion Securities 2010 - Present
Education
Canadian Securities Institute 2008 — 2013
Eric Hamber Secondary
Simon Fraser University
Nick Vitale's RBC Dominion Securities Experience February 1996 - December 2000
Job Consultant at RBC Capital Markets
Industry Management Consulting
Experience
RBC Capital Markets May 2014 - Present
Wells Fargo Securities December 2012 - April 2014
UBS Wealth Management August 2012 - November 2012
RBC Capital Markets February 2003 - July 2012
ADP January 2001 - February 2003
RBC Dominion Securities February 1996 - December 2000
RBC Dominion Securities June 1995 - January 1996
Harris Associates June 1991 - June 1995
NatWest Securities Corp May 1986 - May 1991
ADP May 1978 - May 1986
Skills
Change Management, Process Improvement, Strategic Planning, Program Management, Project Management, Business Strategy, Team Building, Risk Management, Integration, Leadership, Requirements Analysis, Management, Vendor Management, Visio, Negotiation, Software Project..., Team Leadership, Requirements Gathering, Analysis, IT Strategy, SDLC, Strategy, CRM, Financial Analysis, Project Planning, Business Development, Mergers & Acquisitions, Outsourcing, Portfolio Management, Operations Management, Business Intelligence, Equities
Education
St. Francis College 1972 — 1976
BA , AAS, Economics, Computer Science
Xaverian HS 1968 — 1972
RBC Capital Markets May 2014 - Present
Wells Fargo Securities December 2012 - April 2014
UBS Wealth Management August 2012 - November 2012
RBC Capital Markets February 2003 - July 2012
ADP January 2001 - February 2003
RBC Dominion Securities February 1996 - December 2000
RBC Dominion Securities June 1995 - January 1996
Harris Associates June 1991 - June 1995
NatWest Securities Corp May 1986 - May 1991
ADP May 1978 - May 1986
Skills
Change Management, Process Improvement, Strategic Planning, Program Management, Project Management, Business Strategy, Team Building, Risk Management, Integration, Leadership, Requirements Analysis, Management, Vendor Management, Visio, Negotiation, Software Project..., Team Leadership, Requirements Gathering, Analysis, IT Strategy, SDLC, Strategy, CRM, Financial Analysis, Project Planning, Business Development, Mergers & Acquisitions, Outsourcing, Portfolio Management, Operations Management, Business Intelligence, Equities
Education
St. Francis College 1972 — 1976
BA , AAS, Economics, Computer Science
Xaverian HS 1968 — 1972
Ari Brojde, DMS CIM's RBC Dominion Securities Experience March 2012 - November 2014
Job CoFounder at Onist Technologies
Industry Computer Software
Experience
Onist Technologies December 2014 - Present
RBC Dominion Securities March 2012 - November 2014
ScotiaMcLeod January 2005 - April 2012
Skills
Portfolio Management, Asset Management, Investment Management, Wealth Management, Money Management, Asset Allocation, Investments, Investment Strategies, Fixed Income Portfolio..., Commodity Markets, Hedge Funds, Bonds, Fixed Income, Equities, Fixed Income Strategies, Estate Planning, Trusts, Charitable Trusts, Asset Protection, Alternative Investments, Investment Trusts, Real Property, FX Hedging, Real Estate, Equity Derivatives, FX Derivatives, Hedging, Commodity Risk..., FinTech, Portfolio Performance..., Model Portfolios, Tactical Asset..., Dynamic Asset Allocation, Derivatives, Currency, Commodity, Alternative Investment...
Education
Simon Fraser University 1996 — 2000
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Onist Technologies December 2014 - Present
RBC Dominion Securities March 2012 - November 2014
ScotiaMcLeod January 2005 - April 2012
Skills
Portfolio Management, Asset Management, Investment Management, Wealth Management, Money Management, Asset Allocation, Investments, Investment Strategies, Fixed Income Portfolio..., Commodity Markets, Hedge Funds, Bonds, Fixed Income, Equities, Fixed Income Strategies, Estate Planning, Trusts, Charitable Trusts, Asset Protection, Alternative Investments, Investment Trusts, Real Property, FX Hedging, Real Estate, Equity Derivatives, FX Derivatives, Hedging, Commodity Risk..., FinTech, Portfolio Performance..., Model Portfolios, Tactical Asset..., Dynamic Asset Allocation, Derivatives, Currency, Commodity, Alternative Investment...
Education
Simon Fraser University 1996 — 2000
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Darren Carmelo's RBC Dominion Securities Experience January 2000 - Present
Job Investment Advisor Associate at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities January 2000 - Present
Scotiabank Discount Brokerage 1996 - 1999
Skills
Wealth Management, Investment Advisory, Investment Strategies, Investment Management, Wealth Management..., ETFs, Securities, Asset Allocation, Wealth, Fixed Income, Mutual Funds, Retirement Planning, Financial Planning
Education
Canadian Securities Institute 2010 — 2010
Chartered Strategic Wealth Professional (CSWP) Designation
Canadian Securities Institute 2006 — 2006
Professional Financial Planning Course
Canadian Securities Institute 1995 — 1995
Canadian Securities Course
Southern Alberta Institute of Technology 1990 — 1992
Diploma, Business Administration & Marketing
RBC Dominion Securities January 2000 - Present
Scotiabank Discount Brokerage 1996 - 1999
Skills
Wealth Management, Investment Advisory, Investment Strategies, Investment Management, Wealth Management..., ETFs, Securities, Asset Allocation, Wealth, Fixed Income, Mutual Funds, Retirement Planning, Financial Planning
Education
Canadian Securities Institute 2010 — 2010
Chartered Strategic Wealth Professional (CSWP) Designation
Canadian Securities Institute 2006 — 2006
Professional Financial Planning Course
Canadian Securities Institute 1995 — 1995
Canadian Securities Course
Southern Alberta Institute of Technology 1990 — 1992
Diploma, Business Administration & Marketing
Scott Ross, CFA, MBA's RBC Dominion Securities Experience November 1992 - Present
Job Portfolio Manager at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities November 1992 - Present
Skills
Investment Advisory, Investments, Asset Managment, Portfolio Management, Fixed Income, Asset Allocation, Discretionary Money..., Investment Strategies, Asset Management, Alternative Investments
Education
Saint Mary's University 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General
Royal Military College of Canada/Collège militaire royal du Canada 1984 — 1988
Bachelor of Commerce (B.Com.)
RBC Dominion Securities November 1992 - Present
Skills
Investment Advisory, Investments, Asset Managment, Portfolio Management, Fixed Income, Asset Allocation, Discretionary Money..., Investment Strategies, Asset Management, Alternative Investments
Education
Saint Mary's University 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General
Royal Military College of Canada/Collège militaire royal du Canada 1984 — 1988
Bachelor of Commerce (B.Com.)
Ray MacDonald's RBC Dominion Securities Experience October 1995 - Present
Job Vice President & Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities October 1995 - Present
Skills
Wealth Management, Investment Strategies, Investments, Small Business, Portfolio Management, Retirement Planning, Investment Advisory, Asset Allocation, Alternative Investments, Investment Management, Mutual Funds, Wealth Management..., Equities, Asset Management, ETFs, Strategic Planning
Education
The University of British Columbia 1990 — 1994
Bachelor, English
RBC Dominion Securities October 1995 - Present
Skills
Wealth Management, Investment Strategies, Investments, Small Business, Portfolio Management, Retirement Planning, Investment Advisory, Asset Allocation, Alternative Investments, Investment Management, Mutual Funds, Wealth Management..., Equities, Asset Management, ETFs, Strategic Planning
Education
The University of British Columbia 1990 — 1994
Bachelor, English
Greg Sutherland's RBC Dominion Securities Experience September 1998 - January 2004
Job Business Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2011 - Present
TD Bank July 2008 - December 2010
Bank of Nova Scotia September 2006 - March 2008
The Canadian Depository for Securities Limited (CDS) February 2004 - September 2006
RBC Dominion Securities September 1998 - January 2004
Skills
Business Analysis, Business Requirements, Fixed Income, Requirements Analysis, Requirements Gathering
Education
Ryerson University 1994 — 1998
Bachelor of Commerce, Major in Economics and Statistics with minor in Finance
Bank of America Merrill Lynch May 2011 - Present
TD Bank July 2008 - December 2010
Bank of Nova Scotia September 2006 - March 2008
The Canadian Depository for Securities Limited (CDS) February 2004 - September 2006
RBC Dominion Securities September 1998 - January 2004
Skills
Business Analysis, Business Requirements, Fixed Income, Requirements Analysis, Requirements Gathering
Education
Ryerson University 1994 — 1998
Bachelor of Commerce, Major in Economics and Statistics with minor in Finance
Anelio Sincovich's RBC Dominion Securities Experience 1974 - 1976
Job Senior IT Project Manager at CIBC
Industry Banking
Experience
CIBC 2007 - Present
CIBC 2003 - 2007
CIBC 1998 - 2003
CIBC 1992 - 1998
CIBC 1988 - 1992
CIBC 1983 - 1988
CIBC 1976 - 1983
RBC Dominion Securities 1974 - 1976
Skills
Leadership, Portfolio Management, Credit, Training, SDLC, Sales, Risk Management, Project Management, Vendor Management, Requirements Analysis, Change Management, IT Strategy
Education
Sheridan College 1973 — 1976
Business Administration, Marketing Major
Seneca College of Applied Arts and Technology 1972 — 1973
Applied Technology - Flight Program
Milton District High School
Milton District High School
Milton District High School
CIBC 2007 - Present
CIBC 2003 - 2007
CIBC 1998 - 2003
CIBC 1992 - 1998
CIBC 1988 - 1992
CIBC 1983 - 1988
CIBC 1976 - 1983
RBC Dominion Securities 1974 - 1976
Skills
Leadership, Portfolio Management, Credit, Training, SDLC, Sales, Risk Management, Project Management, Vendor Management, Requirements Analysis, Change Management, IT Strategy
Education
Sheridan College 1973 — 1976
Business Administration, Marketing Major
Seneca College of Applied Arts and Technology 1972 — 1973
Applied Technology - Flight Program
Milton District High School
Milton District High School
Milton District High School
Nancy A. Self CFA's RBC Dominion Securities Experience 1991 - 1995
Job Professional Director
Industry Philanthropy
Experience
Charity Intelligence Canada 2011 - Present
University of British Columbia 2011 - Present
The Royal Conservatory of Music 2009 - Present
YWCA Metro Vancouver 2008 - June 2014
Hamber Foundation 2007 - 2012
2010 Legacies Now / LIFT Philanthropy Partners 2006 - 2011
TAL Global Asset Management 1996 - 1999
RBC Dominion Securities 1991 - 1995
Burns Fry Ltd 1985 - 1990
Procter & Gamble 1983 - 1985
Skills
Nonprofits, Public Speaking, Strategic Planning, Research, Leadership, Investments, Corporate Governance, Strategic Financial..., Financial Forecasting, Marketing Strategy, Organic Farming
Education
University of Virginia 1986 — 1988
Chartered Financial Analyst
York University 1981 — 1983
Master of Business Administration (MBA), Marketing and Finance
The University of British Columbia / UBC 1976 — 1980
Bachelor's degree, International Relations and National Security Studies
Charity Intelligence Canada 2011 - Present
University of British Columbia 2011 - Present
The Royal Conservatory of Music 2009 - Present
YWCA Metro Vancouver 2008 - June 2014
Hamber Foundation 2007 - 2012
2010 Legacies Now / LIFT Philanthropy Partners 2006 - 2011
TAL Global Asset Management 1996 - 1999
RBC Dominion Securities 1991 - 1995
Burns Fry Ltd 1985 - 1990
Procter & Gamble 1983 - 1985
Skills
Nonprofits, Public Speaking, Strategic Planning, Research, Leadership, Investments, Corporate Governance, Strategic Financial..., Financial Forecasting, Marketing Strategy, Organic Farming
Education
University of Virginia 1986 — 1988
Chartered Financial Analyst
York University 1981 — 1983
Master of Business Administration (MBA), Marketing and Finance
The University of British Columbia / UBC 1976 — 1980
Bachelor's degree, International Relations and National Security Studies
Louie Lapa, B.Com,CFP's RBC Dominion Securities Experience February 1997 - July 1999
Job Senior Investment Advisor, HollisWealth Inc.
Industry Financial Services
Experience
Invis April 2011 - Present
HollisWealth, Scotiabank Global Wealth & Insurance June 2007 - Present
HollisWealth, Scotiabank Global Wealth & Insurance June 2007 - Present
BNI 2009 - 2010
Investors Group Financial Services November 1999 - June 2007
RBC Dominion Securities February 1997 - July 1999
Richardson Greenshields January 1998 - February 1999
Skills
Small Business, Corporations, Estate Planning, Wealth, Financial Planners, Finance, Personal Finance, Retirement Planning, Insurance, Investments, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Public Speaking
Education
Sauder School of Business 2011 — 2011
Mortgage licensing, Real Estate Division
CSC, CPH 2007 — 2007
Securities certification, Finance, General, honors
Financial Planning Standard Council Certification 2002 — 2005
Certified Financial Planning Designation, Financial Planning and Services, Honours
The University of British Columbia 1993 — 1998
B.Com, Finance
Invis April 2011 - Present
HollisWealth, Scotiabank Global Wealth & Insurance June 2007 - Present
HollisWealth, Scotiabank Global Wealth & Insurance June 2007 - Present
BNI 2009 - 2010
Investors Group Financial Services November 1999 - June 2007
RBC Dominion Securities February 1997 - July 1999
Richardson Greenshields January 1998 - February 1999
Skills
Small Business, Corporations, Estate Planning, Wealth, Financial Planners, Finance, Personal Finance, Retirement Planning, Insurance, Investments, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Public Speaking
Education
Sauder School of Business 2011 — 2011
Mortgage licensing, Real Estate Division
CSC, CPH 2007 — 2007
Securities certification, Finance, General, honors
Financial Planning Standard Council Certification 2002 — 2005
Certified Financial Planning Designation, Financial Planning and Services, Honours
The University of British Columbia 1993 — 1998
B.Com, Finance
Anne O'Farrell's RBC Dominion Securities Experience July 1993 - May 2004
Job Portfolio Manager at RichardsonGMP The Latremoille Group
Industry Financial Services
Experience
Richardson GMP Limited - The Latremoille Group May 2004 - Present
RBC Dominion Securities July 1993 - May 2004
Deacon Barclays April 1991 - July 1993
Watt Carmichael Inc. August 1987 - April 1991
Skills
Asset Management, Investment Strategies, Asset Allocation, Alternative Investments, Investment Advisory, Wealth Management, Retail Trading, Portfolio Management, Private Equity, Retirement Planning
Education
Ryerson University 1982 — 1986
Bachelor of Business Management, Accounting and Finance
Canadian Investment Management Course
Canadian Options Course
Canadian Securities Course
Fellow of Canadian Securities Institute
Level II Insurance
Richardson GMP Limited - The Latremoille Group May 2004 - Present
RBC Dominion Securities July 1993 - May 2004
Deacon Barclays April 1991 - July 1993
Watt Carmichael Inc. August 1987 - April 1991
Skills
Asset Management, Investment Strategies, Asset Allocation, Alternative Investments, Investment Advisory, Wealth Management, Retail Trading, Portfolio Management, Private Equity, Retirement Planning
Education
Ryerson University 1982 — 1986
Bachelor of Business Management, Accounting and Finance
Canadian Investment Management Course
Canadian Options Course
Canadian Securities Course
Fellow of Canadian Securities Institute
Level II Insurance
Sheheryar Ali, CFA's RBC Dominion Securities Experience 2006 - 2007
Job Senior Portfolio Analyst at Hillsdale Investment Management Inc.
Industry Financial Services
Experience
Hillsdale Investment Management Inc. 2012 - Present
Macquarie Group 2011 - 2012
Manulife Securities 2008 - 2011
RBC Dominion Securities 2006 - 2007
Department of Economics, Ryerson University 2005 - 2007
Skills
Analysis, VBA, PowerPoint, SQL, Business Process, Financial Services, Equity Research, Data Analysis, ETFs, Trading Systems, Financial Markets, Access, Middle Office, Project Management, Equities, Financial Modeling, Bloomberg, Investments, Risk Management, Financial Analysis, Economics, Hedging, Quantitative Analytics, Process Improvement, Business Process..., Market Risk, Valuation, Asset Management, Financial Risk, Finance
Education
University of Toronto - Rotman School of Management 2014 — 2016
Master of Finance
CFA Institute
CFA Charter
Ryerson University 2003 — 2007
BA
Canadian Securities Institiute
Derivatives Fundamentals & Options Licensing Course
Canadian Securities Institute 2006 — 2007
CSC
Canadian Securities Institute 2007 — 2007
CPH
Hillsdale Investment Management Inc. 2012 - Present
Macquarie Group 2011 - 2012
Manulife Securities 2008 - 2011
RBC Dominion Securities 2006 - 2007
Department of Economics, Ryerson University 2005 - 2007
Skills
Analysis, VBA, PowerPoint, SQL, Business Process, Financial Services, Equity Research, Data Analysis, ETFs, Trading Systems, Financial Markets, Access, Middle Office, Project Management, Equities, Financial Modeling, Bloomberg, Investments, Risk Management, Financial Analysis, Economics, Hedging, Quantitative Analytics, Process Improvement, Business Process..., Market Risk, Valuation, Asset Management, Financial Risk, Finance
Education
University of Toronto - Rotman School of Management 2014 — 2016
Master of Finance
CFA Institute
CFA Charter
Ryerson University 2003 — 2007
BA
Canadian Securities Institiute
Derivatives Fundamentals & Options Licensing Course
Canadian Securities Institute 2006 — 2007
CSC
Canadian Securities Institute 2007 — 2007
CPH
Nicholas Phardis's RBC Dominion Securities Experience May 1999 - July 2000
Job
Industry Information Technology and Services
Experience
RBC Sr. Manager, P&CB Supplier Management Shared Services - Risk/Compliance/Audit/Regulatory/ReportingRBCApril 2015 - Present
RBC February 2013 - Present
RBC April 2010 - Present
RBC 2013 - 2014
RBC 2013 - 2014
RBC 2013 - 2014
RBC September 2006 - May 2009
RBC September 2002 - September 2006
RBC July 2000 - September 2002
RBC Dominion Securities May 1999 - July 2000
Skills
Project Management, Testing, Security, Networking, SDLC, Banking, Business Analysis, Vendor Management, Requirements Analysis, IT Strategy, Visio, E-commerce, Mobile Devices, Mobile Applications, Mobile Technology, Mobile Banking, Online Banking, Microsoft Office, Mobile Internet, Mobile Investing, Android, Blackberry, iPhone, Internet Banking
Education
Ryerson University
BA
York University - Schulich School of Business
Certificate
RBC Sr. Manager, P&CB Supplier Management Shared Services - Risk/Compliance/Audit/Regulatory/ReportingRBCApril 2015 - Present
RBC February 2013 - Present
RBC April 2010 - Present
RBC 2013 - 2014
RBC 2013 - 2014
RBC 2013 - 2014
RBC September 2006 - May 2009
RBC September 2002 - September 2006
RBC July 2000 - September 2002
RBC Dominion Securities May 1999 - July 2000
Skills
Project Management, Testing, Security, Networking, SDLC, Banking, Business Analysis, Vendor Management, Requirements Analysis, IT Strategy, Visio, E-commerce, Mobile Devices, Mobile Applications, Mobile Technology, Mobile Banking, Online Banking, Microsoft Office, Mobile Internet, Mobile Investing, Android, Blackberry, iPhone, Internet Banking
Education
Ryerson University
BA
York University - Schulich School of Business
Certificate
Anita Kartalija's RBC Dominion Securities Experience 2005 - Present
Job Associate Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities 2005 - Present
Education
Ryerson University 1984 — 1987
Journalism
RBC Dominion Securities 2005 - Present
Education
Ryerson University 1984 — 1987
Journalism
Pradeep Premachandran's RBC Dominion Securities Experience January 2007 - October 2007
Job
Industry Capital Markets
Experience
Questrade December 2010 - June 2012
RBC Capital Markets May 2008 - August 2009
RBC Dominion Securities January 2007 - October 2007
Skills
Trading, Electronic Trading, Equities, Trading Systems, Equity Trading, Capital Markets, Proprietary Trading, Portfolio Management, Wealth Management, Financial Analysis
Education
Ryerson University 2003 — 2008
Market Technicians Association
CMT
Questrade December 2010 - June 2012
RBC Capital Markets May 2008 - August 2009
RBC Dominion Securities January 2007 - October 2007
Skills
Trading, Electronic Trading, Equities, Trading Systems, Equity Trading, Capital Markets, Proprietary Trading, Portfolio Management, Wealth Management, Financial Analysis
Education
Ryerson University 2003 — 2008
Market Technicians Association
CMT
Leah Pierce, CHRP Candidate's RBC Dominion Securities Experience January 2007 - August 2008
Job Human Resources Generalist at Pete's
Industry Human Resources
Experience
Pete's Fine Foods - Halifax and Bedford, NS January 2015 - Present
Pete's - Halifax, Bedford & Wolfville, NS March 2014 - December 2014
Pete's - Halifax, Bedford & Wolfville, NS November 2013 - March 2014
NSCC September 2013 - November 2013
Jade Stone (Halifax) Ltd. May 2013 - June 2013
NSCC August 2011 - May 2012
NSCC January 2010 - April 2011
NSCC September 2009 - January 2010
Peter's Co Ltd August 2008 - July 2009
RBC Dominion Securities January 2007 - August 2008
Skills
Adult Education, Project Management, Communication Skills, Workshop Development, Interpersonal Skill, Employee assistance, Data Management, Highly motivated..., Customer Satisfaction, Job Descriptions, Screening Resumes, Interviewing Skills, Policy Analysis, Workshop Facilitation, Goal Oriented, Research, New Hire Orientations, Communication
Education
Certified Human Resource Professional (CHRP) 2011 — 2016
Saint Mary's University 2012 — 2013
Human Resource Management Certificate
St. Francis Xavier University
Bachelor of Business Administration (BBA)
Pete's Fine Foods - Halifax and Bedford, NS January 2015 - Present
Pete's - Halifax, Bedford & Wolfville, NS March 2014 - December 2014
Pete's - Halifax, Bedford & Wolfville, NS November 2013 - March 2014
NSCC September 2013 - November 2013
Jade Stone (Halifax) Ltd. May 2013 - June 2013
NSCC August 2011 - May 2012
NSCC January 2010 - April 2011
NSCC September 2009 - January 2010
Peter's Co Ltd August 2008 - July 2009
RBC Dominion Securities January 2007 - August 2008
Skills
Adult Education, Project Management, Communication Skills, Workshop Development, Interpersonal Skill, Employee assistance, Data Management, Highly motivated..., Customer Satisfaction, Job Descriptions, Screening Resumes, Interviewing Skills, Policy Analysis, Workshop Facilitation, Goal Oriented, Research, New Hire Orientations, Communication
Education
Certified Human Resource Professional (CHRP) 2011 — 2016
Saint Mary's University 2012 — 2013
Human Resource Management Certificate
St. Francis Xavier University
Bachelor of Business Administration (BBA)
Brian Lundin CIM, FCSI's RBC Dominion Securities Experience June 1989 - Present
Job Portfolio Manager and Vice President at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities June 1989 - Present
Skills
Investment Strategies, Money Management, Intergenerational..., Estate Planning, Insurance Strategies, Insurance
Education
The University of British Columbia
Bachelor of Arts (B.A.)
RBC Dominion Securities June 1989 - Present
Skills
Investment Strategies, Money Management, Intergenerational..., Estate Planning, Insurance Strategies, Insurance
Education
The University of British Columbia
Bachelor of Arts (B.A.)
Naomi Sun's RBC Dominion Securities Experience July 2014 - Present
Job Marketing Associate at RBC Dominion Securities
Industry Investment Banking
Experience
RBC Dominion Securities July 2014 - Present
Canaccord Genuity Asia July 2011 - July 2014
Eos Funds Ltd July 2010 - July 2011
Skills
Sales, Customer Service, Microsoft Office, Research, Event Management, Public Relations, Event Planning, Teamwork, Investment Banking, Fitness, Fitness Training, Personal Training, Wellness
Education
The University of British Columbia 2005 — 2009
Bachelor of Arts (BA), Economics
The University of British Columbia
Bachelor of Arts (BA), Economics
RBC Dominion Securities July 2014 - Present
Canaccord Genuity Asia July 2011 - July 2014
Eos Funds Ltd July 2010 - July 2011
Skills
Sales, Customer Service, Microsoft Office, Research, Event Management, Public Relations, Event Planning, Teamwork, Investment Banking, Fitness, Fitness Training, Personal Training, Wellness
Education
The University of British Columbia 2005 — 2009
Bachelor of Arts (BA), Economics
The University of British Columbia
Bachelor of Arts (BA), Economics
Jennifer Foss's RBC Dominion Securities Experience April 1983 - Present
Job Brokerage Professional
Industry Investment Management
Experience
RBC Dominion Securities April 1983 - Present
Education
The University of British Columbia
RBC Dominion Securities April 1983 - Present
Education
The University of British Columbia
Kate Pieneman's RBC Dominion Securities Experience June 2010 - June 2014
Job Registered Holistic Nutritionist at KSP Health
Industry Health, Wellness and Fitness
Experience
KSP Health June 2014 - Present
RBC Dominion Securities June 2010 - June 2014
Sheriff Consulting September 2009 - June 2010
Four Seasons Hotels and Resorts March 2007 - August 2009
Glen Mhor Camp 2002 - 2004
Skills
Human Nutrition, Fitness Consulting, Customer Service, Teamwork, Social Media, Microsoft Excel, Microsoft Word, Event Planning, Event Management, Time Management, Training, Leadership, Microsoft Office, Recruiting, Strategic Planning, Analysis, Budgets
Education
Canadian School of Natural Nutrition 2012 — 2013
Holistic Nutrition
Ryerson University 2004 — 2008
Bachelor of Commerce, Business
KSP Health June 2014 - Present
RBC Dominion Securities June 2010 - June 2014
Sheriff Consulting September 2009 - June 2010
Four Seasons Hotels and Resorts March 2007 - August 2009
Glen Mhor Camp 2002 - 2004
Skills
Human Nutrition, Fitness Consulting, Customer Service, Teamwork, Social Media, Microsoft Excel, Microsoft Word, Event Planning, Event Management, Time Management, Training, Leadership, Microsoft Office, Recruiting, Strategic Planning, Analysis, Budgets
Education
Canadian School of Natural Nutrition 2012 — 2013
Holistic Nutrition
Ryerson University 2004 — 2008
Bachelor of Commerce, Business
Steven Lightburn's RBC Dominion Securities Experience 1968 - 1971
Job Editor at pennymines.com
Industry
Experience
pennymines.com 2005 - Present
Danaher Planing and Pulverizing Ltd 2000 - Present
RBC Dominion Securities 1968 - 1971
Education
The University of British Columbia 1963 — 1968
BSC, Geology Economics
pennymines.com 2005 - Present
Danaher Planing and Pulverizing Ltd 2000 - Present
RBC Dominion Securities 1968 - 1971
Education
The University of British Columbia 1963 — 1968
BSC, Geology Economics
Denes Wurdits's RBC Dominion Securities Experience January 2011 - August 2014
Job Investment Representative at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns May 2015 - Present
RBC Dominion Securities January 2011 - August 2014
BMO InvestorLine June 2007 - December 2010
Scotiabank June 2006 - May 2007
Wells Fargo June 2005 - May 2006
Sears & Co. November 1998 - May 2005
Skills
Mutual Funds, Wealth Management, Investments, Securities, Investment Advisory, Investment Strategies, Strategic Financial..., Retirement Planning, Portfolio Management, Bonds, Derivatives, Options, Banking, Fixed Income, Canadian Securities..., Electronic Trading, Trading Systems, Wealth Management..., Investment Management, Financial Risk, ETFs, Asset Allocation, Equity Trading, Trading, Relationship Management, Loans, Mortgage Lending, Finance, Financial Planning
Education
Canadian Securities Institute 2007 — 2013
Completed CSC, CPH, DFC, OLC, WME, IMT
Sheridan College 2003 — 2004
CPF, Financial Planning
Sheridan College 1999 — 2003
Business Administration, Finance, General
BMO Nesbitt Burns May 2015 - Present
RBC Dominion Securities January 2011 - August 2014
BMO InvestorLine June 2007 - December 2010
Scotiabank June 2006 - May 2007
Wells Fargo June 2005 - May 2006
Sears & Co. November 1998 - May 2005
Skills
Mutual Funds, Wealth Management, Investments, Securities, Investment Advisory, Investment Strategies, Strategic Financial..., Retirement Planning, Portfolio Management, Bonds, Derivatives, Options, Banking, Fixed Income, Canadian Securities..., Electronic Trading, Trading Systems, Wealth Management..., Investment Management, Financial Risk, ETFs, Asset Allocation, Equity Trading, Trading, Relationship Management, Loans, Mortgage Lending, Finance, Financial Planning
Education
Canadian Securities Institute 2007 — 2013
Completed CSC, CPH, DFC, OLC, WME, IMT
Sheridan College 2003 — 2004
CPF, Financial Planning
Sheridan College 1999 — 2003
Business Administration, Finance, General
Arif Devji's RBC Dominion Securities Experience VP, Portfolio Manager & Investment AdvisorRBC Dominion SecuritiesVP & Portfolio ManagerRBC Dominion Securities$
Job VP & Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities VP, Portfolio Manager & Investment AdvisorRBC Dominion SecuritiesVP & Portfolio ManagerRBC Dominion Securities$
Skills
Investment Strategies, Portfolio Management, Investments, Mutual Funds, Business Development, Strategic Financial...
Education
Simon Fraser University
BA, Economics
RBC Dominion Securities VP, Portfolio Manager & Investment AdvisorRBC Dominion SecuritiesVP & Portfolio ManagerRBC Dominion Securities$
Skills
Investment Strategies, Portfolio Management, Investments, Mutual Funds, Business Development, Strategic Financial...
Education
Simon Fraser University
BA, Economics
Lila Bhajan's RBC Dominion Securities Experience September 1991 - January 1998
Job Volunteer at Volunteer at SELF( skills for Employment, Life and Family)
Industry Accounting
Experience
RBC October 2011 - Present
SELF( skills for Employment, Life and Family) January 2010 - September 2013
RBC Capital Markets September 2008 - November 2009
RBC Capital Markets, Capital Partners (Equity Financing) February 2003 - June 2007
RBC DS Financial Services January 1998 - January 2003
RBC Dominion Securities September 1991 - January 1998
Skills
Finance, Accounting, Banking
Education
Ryerson University 2008 — 2010
Certification, Accounting/Finance
Ryerson University 2008 — 2010
Accounting and Finance
RBC October 2011 - Present
SELF( skills for Employment, Life and Family) January 2010 - September 2013
RBC Capital Markets September 2008 - November 2009
RBC Capital Markets, Capital Partners (Equity Financing) February 2003 - June 2007
RBC DS Financial Services January 1998 - January 2003
RBC Dominion Securities September 1991 - January 1998
Skills
Finance, Accounting, Banking
Education
Ryerson University 2008 — 2010
Certification, Accounting/Finance
Ryerson University 2008 — 2010
Accounting and Finance
Diana Viteri's RBC Dominion Securities Experience October 2014 - July 2015
Job Receptionist
Industry Banking
Experience
BMO Nesbitt Burns August 2015 - Present
RBC Dominion Securities October 2014 - July 2015
Rotfleisch & Samulovitch Professional Corporation June 2011 - January 2014
JVS Toronto August 2009 - August 2010
YWCA Toronto February 2009 - May 2009
Skills
Access, Administrative..., Customer Satisfaction, Customer Service, Filing, Microsoft Excel, Microsoft Word, Outlook, Spreadsheets, Office Management, Office Administration
Education
Academy for Computer and Employment Skills 2008 — 2009
Computerized Office Administration Diploma
Seneca College of Applied Arts and Technology 2000 — 2001
Marketing Administration
West Toronto Collegiate Institute
BMO Nesbitt Burns August 2015 - Present
RBC Dominion Securities October 2014 - July 2015
Rotfleisch & Samulovitch Professional Corporation June 2011 - January 2014
JVS Toronto August 2009 - August 2010
YWCA Toronto February 2009 - May 2009
Skills
Access, Administrative..., Customer Satisfaction, Customer Service, Filing, Microsoft Excel, Microsoft Word, Outlook, Spreadsheets, Office Management, Office Administration
Education
Academy for Computer and Employment Skills 2008 — 2009
Computerized Office Administration Diploma
Seneca College of Applied Arts and Technology 2000 — 2001
Marketing Administration
West Toronto Collegiate Institute
Catherine (Stoyko) Shorey's RBC Dominion Securities Experience 1997 - 1999
Job Administrative Services Manager at Ethos Realty Inc.
Industry Real Estate
Experience
Ethos Realty Inc. January 2011 - Present
Avison Young Commercial Real Estate May 2001 - November 2010
NewWest Enterprise Property Group Inc. 2001 - 2010
Digital Marketing Group 2000 - 2001
RBC Dominion Securities 1997 - 1999
Skills
Real Estate, Property Management, Marketing, Investment Properties, Corporate Real Estate, Real Estate Transactions, Desktop Publishing, Office Administration, File Management, Management, Commercial Real Estate, Leases, Market Research, Lease Negotiations, Location Intelligence, Lease Administration, Brokerage, Landlords, Tenant, Real Estate Development, Real Estate Economics
Education
Red River College 1999 — 2000
Commerce (Honours) / Graphic Design I, Business
Red River College 1996 — 1998
Administrative Assistant (Honours), Business
University of Manitoba 2000 — 2000
Essentials of Management
Oak Park High School 1993 — 1996
Manitoba Real Estate Association
Licensed Realtor(r), Real Estate
Ethos Realty Inc. January 2011 - Present
Avison Young Commercial Real Estate May 2001 - November 2010
NewWest Enterprise Property Group Inc. 2001 - 2010
Digital Marketing Group 2000 - 2001
RBC Dominion Securities 1997 - 1999
Skills
Real Estate, Property Management, Marketing, Investment Properties, Corporate Real Estate, Real Estate Transactions, Desktop Publishing, Office Administration, File Management, Management, Commercial Real Estate, Leases, Market Research, Lease Negotiations, Location Intelligence, Lease Administration, Brokerage, Landlords, Tenant, Real Estate Development, Real Estate Economics
Education
Red River College 1999 — 2000
Commerce (Honours) / Graphic Design I, Business
Red River College 1996 — 1998
Administrative Assistant (Honours), Business
University of Manitoba 2000 — 2000
Essentials of Management
Oak Park High School 1993 — 1996
Manitoba Real Estate Association
Licensed Realtor(r), Real Estate
Dennis Chan's RBC Dominion Securities Experience February 2010 - December 2010
Job Capital Markets Consultant at Accenture
Industry Capital Markets
Experience
Accenture June 2015 - Present
Lions Clubs International, New Horizon Leo's Club August 2009 - Present
Fidelity Investments September 2013 - June 2015
Mackenzie Institutional September 2012 - September 2013
Mackenzie Institutional January 2011 - August 2012
RBC Dominion Securities February 2010 - December 2010
Skills
Financial Modeling, Bloomberg Terminal, Financial Analysis, Fundamental Analysis, Financial Statement..., Competitive Intelligence, GIPS, Portfolio Management, Investments, Competitive Analysis, Analysis, Economics, Mutual Funds
Education
Ryerson University 2006 — 2010
Bachelor of Commerce, Finance; Marketing
University of Windsor 2006 — 2007
Finance, General
Earl Haig S.S. 2002 — 2006
CFA Institute
Accenture June 2015 - Present
Lions Clubs International, New Horizon Leo's Club August 2009 - Present
Fidelity Investments September 2013 - June 2015
Mackenzie Institutional September 2012 - September 2013
Mackenzie Institutional January 2011 - August 2012
RBC Dominion Securities February 2010 - December 2010
Skills
Financial Modeling, Bloomberg Terminal, Financial Analysis, Fundamental Analysis, Financial Statement..., Competitive Intelligence, GIPS, Portfolio Management, Investments, Competitive Analysis, Analysis, Economics, Mutual Funds
Education
Ryerson University 2006 — 2010
Bachelor of Commerce, Finance; Marketing
University of Windsor 2006 — 2007
Finance, General
Earl Haig S.S. 2002 — 2006
CFA Institute
Sandra Muggeridge's RBC Dominion Securities Experience 2009 - Present
Job Associate at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities 2009 - Present
Education
Simon Fraser University 2003 — 2009
BA, Criminology
RBC Dominion Securities 2009 - Present
Education
Simon Fraser University 2003 — 2009
BA, Criminology
Katherine Montanera's RBC Dominion Securities Experience May 2011 - Present
Job Associate
Industry Financial Services
Experience
RBC Dominion Securities May 2011 - Present
MD Physician Services January 2005 - May 2011
Skills
Wealth Management
Education
Ryerson University 1993 — 1995
Certificate, Human Resources Management
York University 1984 — 1988
BA, Public Policy & Administration
RBC Dominion Securities May 2011 - Present
MD Physician Services January 2005 - May 2011
Skills
Wealth Management
Education
Ryerson University 1993 — 1995
Certificate, Human Resources Management
York University 1984 — 1988
BA, Public Policy & Administration
Claudia Cosentino's RBC Dominion Securities Experience February 1998 - September 2000
Job Manager, Learning Operations
Industry Human Resources
Experience
Deloitte Canada May 2013 - Present
RBC Capital Markets January 2002 - January 2013
RBC Capital Markets January 2002 - April 2005
HSBC Securities September 2000 - November 2001
RBC Dominion Securities February 1998 - September 2000
Skills
Capital Markets, HR Consulting, Campus Recruiting, HR Project Management, Recruiting, Operations Management, Office Administration, Employee Training, New Hire Orientations, Program Management, FX Options, Trading, Fixed Income
Education
Ryerson University
Deloitte Canada May 2013 - Present
RBC Capital Markets January 2002 - January 2013
RBC Capital Markets January 2002 - April 2005
HSBC Securities September 2000 - November 2001
RBC Dominion Securities February 1998 - September 2000
Skills
Capital Markets, HR Consulting, Campus Recruiting, HR Project Management, Recruiting, Operations Management, Office Administration, Employee Training, New Hire Orientations, Program Management, FX Options, Trading, Fixed Income
Education
Ryerson University
Marcos Rabang's RBC Dominion Securities Experience December 2004 - Present
Job Manager of Tax Reporting at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities December 2004 - Present
RBC Dominion Securities 2002 - 2004
Adamson University 1989 - 1992
Skills
Customer Service, Management, Equities, Microsoft Office, Process Improvement, Project Management, Program Management, Teaching, Research, Leadership, Project Planning, Analysis, Budgets, Public Speaking, Training
Education
Ryerson University 2002 — 2004
Certificate in Project Management
Ryerson University 2000 — 2002
Certificate in Computer Programming
RBC Dominion Securities December 2004 - Present
RBC Dominion Securities 2002 - 2004
Adamson University 1989 - 1992
Skills
Customer Service, Management, Equities, Microsoft Office, Process Improvement, Project Management, Program Management, Teaching, Research, Leadership, Project Planning, Analysis, Budgets, Public Speaking, Training
Education
Ryerson University 2002 — 2004
Certificate in Project Management
Ryerson University 2000 — 2002
Certificate in Computer Programming
Hymen Devlin Yim's RBC Dominion Securities Experience July 2011 - September 2011
Job Ad Operations Specialist at VerticalScope Inc.
Industry Marketing and Advertising
Experience
VerticalScope Inc. June 2014 - Present
Continental Currency Exchange March 2014 - June 2014
Vision Critical March 2012 - May 2012
Head2Head August 2011 - January 2012
RBC Dominion Securities July 2011 - September 2011
GoBee Industries November 2010 - June 2011
Securemoney May 2010 - December 2010
Corsential ULC May 2009 - May 2010
Skills
Marketing, Market Research, Customer Service, Time Management, Sales, Marketing Strategy, Ad Optimization, Online Campaign..., Online Advertising, DoubleClick for..., JavaScript, HTML, Microsoft Office, Teamwork, Recruiting, Team Building, Microsoft Excel, Java, Feasibility Studies, OpenX
Education
Ryerson University 2005 — 2010
Bachelor of Commerce, Human Resources and Finance
University of Toronto - New College 2004 — 2005
Bachelor of Science, Computer Science
Brebeuf College School
VerticalScope Inc. June 2014 - Present
Continental Currency Exchange March 2014 - June 2014
Vision Critical March 2012 - May 2012
Head2Head August 2011 - January 2012
RBC Dominion Securities July 2011 - September 2011
GoBee Industries November 2010 - June 2011
Securemoney May 2010 - December 2010
Corsential ULC May 2009 - May 2010
Skills
Marketing, Market Research, Customer Service, Time Management, Sales, Marketing Strategy, Ad Optimization, Online Campaign..., Online Advertising, DoubleClick for..., JavaScript, HTML, Microsoft Office, Teamwork, Recruiting, Team Building, Microsoft Excel, Java, Feasibility Studies, OpenX
Education
Ryerson University 2005 — 2010
Bachelor of Commerce, Human Resources and Finance
University of Toronto - New College 2004 — 2005
Bachelor of Science, Computer Science
Brebeuf College School
Martin Horsburgh's RBC Dominion Securities Experience June 2010 - Present
Job Financial Services at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities June 2010 - Present
Gordon B Lang & Associates 2003 - 2010
Skills
Investment Strategies, Investments, Wealth Management, Mutual Funds, Business Development
Education
Simon Fraser University 1970 — 1976
BA, History, Business
David Thompson High School 1965 — 1970
RBC Dominion Securities June 2010 - Present
Gordon B Lang & Associates 2003 - 2010
Skills
Investment Strategies, Investments, Wealth Management, Mutual Funds, Business Development
Education
Simon Fraser University 1970 — 1976
BA, History, Business
David Thompson High School 1965 — 1970
Carlin Ho's RBC Dominion Securities Experience November 2012 - February 2014
Job Technical Service Analyst at RBC
Industry Higher Education
Experience
RBC February 2014 - Present
RBC Dominion Securities November 2012 - February 2014
Department of National Defence September 2006 - January 2013
University of Toronto August 2008 - October 2012
Skills
Networking, Troubleshooting, Technical Support, Leadership, Team Leadership, Training, Data Analysis, Customer Service, Time Management, Teamwork, Windows, Computer Hardware, System Administration, Microsoft Office, HTML
Education
Seneca College of Applied Arts and Technology 2014 — 2016
Computer Programmer
University of Toronto at Scarborough
B.Sc (Hons), Psychology
RBC February 2014 - Present
RBC Dominion Securities November 2012 - February 2014
Department of National Defence September 2006 - January 2013
University of Toronto August 2008 - October 2012
Skills
Networking, Troubleshooting, Technical Support, Leadership, Team Leadership, Training, Data Analysis, Customer Service, Time Management, Teamwork, Windows, Computer Hardware, System Administration, Microsoft Office, HTML
Education
Seneca College of Applied Arts and Technology 2014 — 2016
Computer Programmer
University of Toronto at Scarborough
B.Sc (Hons), Psychology
Reem R's RBC Dominion Securities Experience March 2012 - Present
Job InterConformity Canada Inc. Assessment & Certification
Industry Management Consulting
Experience
InterConformity Canada Inc. November 2012 - Present
RBC Dominion Securities March 2012 - Present
ScotiaMcLeod April 2010 - December 2011
Skills
Management Consulting, Computers, Human Resources, Safety Management..., Quality Management, Auditing, Internal Audit
Education
Seneca College of Applied Arts and Technology 2012 — 2015
Fire Protection Engineering Tech., Fire Protection
Rick Hansen Secondary School 2008 — 2012
High School Diploma
InterConformity Canada Inc. November 2012 - Present
RBC Dominion Securities March 2012 - Present
ScotiaMcLeod April 2010 - December 2011
Skills
Management Consulting, Computers, Human Resources, Safety Management..., Quality Management, Auditing, Internal Audit
Education
Seneca College of Applied Arts and Technology 2012 — 2015
Fire Protection Engineering Tech., Fire Protection
Rick Hansen Secondary School 2008 — 2012
High School Diploma
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY