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
Milos Pejovic, B.A., FMA, CIM, FCSI Milos Pejovic, B.A., FMA, CIM, FCSI's RBC Dominion Securities Experience July 2004 - Present
Job Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities July 2004 - Present
BMO Nesbitt Burns December 1999 - July 2004
Skills
Wealth Management, Portfolio Management, Retirement Planning, Asset Allocation, Strategic Financial..., Wealth Management..., Asset Management, Mutual Funds, Banking, Estate Planning, Securities, ETFs, Investment Policy, Loans, Credit, Financial Advisory, Finance, Insurance, Investment Management, Financial Planning, Private Banking, Mortgage Lending, Commercial Banking, Residential Mortgages, Investment Advisory, Investment Strategies, Wealth, Fixed Income, Alternative Investments, Equities, High Net Worth..., Bonds, Certified Financial..., Hedge Funds, Structured Products, Financial Markets, Private Wealth...
Education
Jamestown College 1992 — 1996
Bachelor of Arts, History, Economics
Robert Usher Colliegiate 1988 — 1992
High School
RBC Dominion Securities July 2004 - Present
BMO Nesbitt Burns December 1999 - July 2004
Skills
Wealth Management, Portfolio Management, Retirement Planning, Asset Allocation, Strategic Financial..., Wealth Management..., Asset Management, Mutual Funds, Banking, Estate Planning, Securities, ETFs, Investment Policy, Loans, Credit, Financial Advisory, Finance, Insurance, Investment Management, Financial Planning, Private Banking, Mortgage Lending, Commercial Banking, Residential Mortgages, Investment Advisory, Investment Strategies, Wealth, Fixed Income, Alternative Investments, Equities, High Net Worth..., Bonds, Certified Financial..., Hedge Funds, Structured Products, Financial Markets, Private Wealth...
Education
Jamestown College 1992 — 1996
Bachelor of Arts, History, Economics
Robert Usher Colliegiate 1988 — 1992
High School
Vivian LI Vivian LI's RBC Dominion Securities Experience September 2011 - December 2011
Job Finance and Banking Professional
Industry Banking
Experience
Servus Credit Union Bonnie Doon Banking Center June 2015 - Present
HSBC bank Canada March 2014 - May 2015
CIBC March 2012 - March 2014
RBC Dominion Securities September 2011 - December 2011
Skills
Analysis, Finance, Time Management, Accounting, Marketing, Customer Service, Investments, Financial Analysis, Teamwork, Microsoft Excel, Microsoft Office, Financial Services, Derivatives, Banking, Business Analysis, Strategic Planning, Economics, PowerPoint, Risk Management, Management, Business Strategy, Insurance, Leadership, Team Building, Marketing Strategy, Mutual Funds, Negotiation, Outlook, Portfolio Management, Microsoft Word, Business Development, Sales, Change Management, Data Analysis, Program Management, Project Planning, Project Management, English, Human Resources, Financial Reporting, Public Relations, Research, Market Research, Business Planning, Strategic Financial..., Cross-functional Team..., Team Leadership, Administration, Forecasting, Budgets
Education
University of Hertfordshire 2010 — 2012
Master of Science (M.Sc.), International Business/Trade/Commerce
Vancouver Island University-College 2010 — 2012
MBA & MsIB, Finance and Financial Management Services
Servus Credit Union Bonnie Doon Banking Center June 2015 - Present
HSBC bank Canada March 2014 - May 2015
CIBC March 2012 - March 2014
RBC Dominion Securities September 2011 - December 2011
Skills
Analysis, Finance, Time Management, Accounting, Marketing, Customer Service, Investments, Financial Analysis, Teamwork, Microsoft Excel, Microsoft Office, Financial Services, Derivatives, Banking, Business Analysis, Strategic Planning, Economics, PowerPoint, Risk Management, Management, Business Strategy, Insurance, Leadership, Team Building, Marketing Strategy, Mutual Funds, Negotiation, Outlook, Portfolio Management, Microsoft Word, Business Development, Sales, Change Management, Data Analysis, Program Management, Project Planning, Project Management, English, Human Resources, Financial Reporting, Public Relations, Research, Market Research, Business Planning, Strategic Financial..., Cross-functional Team..., Team Leadership, Administration, Forecasting, Budgets
Education
University of Hertfordshire 2010 — 2012
Master of Science (M.Sc.), International Business/Trade/Commerce
Vancouver Island University-College 2010 — 2012
MBA & MsIB, Finance and Financial Management Services
Tristan Michela Tristan Michela's RBC Dominion Securities Experience 1997 - 1999
Job CanDeal Executive Vice President Responsible for Strategic Growth and Global Sales Initiatives
Industry Financial Services
Experience
CanDeal 2008 - Present
Canadian Foundation for AIDS Research 2008 - 2014
RBC Capital Markets 2004 - 2008
RBC Capital Markets 2002 - 2004
RBC Capital Markets 1999 - 2002
RBC Dominion Securities 1997 - 1999
Skills
Electronic Trading, Bonds, Trading, Capital Markets, Investments, Market Data, Structured Products, Swaps, Credit Derivatives, Series 7, Private Pilot, Money Market, Alternative Investments, Risk Management, Financial Risk, Financial Markets, Hedge Funds, Hedging, Strategy, Fixed Income, Equity Derivatives, Rates, Interest Rate Swaps, Equities, Securities, Mutual Funds, Strategic Partnerships, Asset Management, Trading Strategies, Commodity, Currency, Portfolio Management, FX trading, Interest Rate..., Investment Management, Prime Brokerage, ETFs
Education
University of Guelph 1989 — 1993
B.Comm
North Toronto CI 1985 — 1989
CanDeal 2008 - Present
Canadian Foundation for AIDS Research 2008 - 2014
RBC Capital Markets 2004 - 2008
RBC Capital Markets 2002 - 2004
RBC Capital Markets 1999 - 2002
RBC Dominion Securities 1997 - 1999
Skills
Electronic Trading, Bonds, Trading, Capital Markets, Investments, Market Data, Structured Products, Swaps, Credit Derivatives, Series 7, Private Pilot, Money Market, Alternative Investments, Risk Management, Financial Risk, Financial Markets, Hedge Funds, Hedging, Strategy, Fixed Income, Equity Derivatives, Rates, Interest Rate Swaps, Equities, Securities, Mutual Funds, Strategic Partnerships, Asset Management, Trading Strategies, Commodity, Currency, Portfolio Management, FX trading, Interest Rate..., Investment Management, Prime Brokerage, ETFs
Education
University of Guelph 1989 — 1993
B.Comm
North Toronto CI 1985 — 1989
Jerome Darder Jerome Darder's RBC Dominion Securities Experience 1996 - 1998
Job Head of Customer Services Strategy at Bombardier Business Aircraft
Industry Aviation & Aerospace
Experience
Bombardier Business Aircraft September 2014 - Present
Bombardier Business Aircraft March 2008 - September 2014
PwC January 2007 - January 2008
National Bank Financial April 2005 - December 2006
PwC March 2001 - March 2005
USC Consulting Group 1999 - 2001
BMO 1998 - 1999
RBC Dominion Securities 1996 - 1998
French Chamber of Commerce in Canada 1994 - 1995
Education
University of Quebec - Graduate School of Management 2005 — 2006
Post-MBA, Technology Management
University of Kansas - Graduate School of Business 1992 — 1993
MBA, Strategy
Clermont Graduate School of Management 1989 — 1992
Msc, Management
Bombardier Business Aircraft September 2014 - Present
Bombardier Business Aircraft March 2008 - September 2014
PwC January 2007 - January 2008
National Bank Financial April 2005 - December 2006
PwC March 2001 - March 2005
USC Consulting Group 1999 - 2001
BMO 1998 - 1999
RBC Dominion Securities 1996 - 1998
French Chamber of Commerce in Canada 1994 - 1995
Education
University of Quebec - Graduate School of Management 2005 — 2006
Post-MBA, Technology Management
University of Kansas - Graduate School of Business 1992 — 1993
MBA, Strategy
Clermont Graduate School of Management 1989 — 1992
Msc, Management
Caroline Brisson Caroline Brisson's RBC Dominion Securities Experience June 1999 - April 2006
Job Adjointe exécutive at La Presse
Industry Newspapers
Experience
La Presse July 2010 - Present
La Presse May 2006 - June 2010
RBC Dominion Securities June 1999 - April 2006
Skills
French, Digital Marketing, Advertising, Web Analytics, Online Advertising, Social Media, Digital Strategy, Marketing Communications
Education
Université du Québec à Montréal 1990 — 1993
Baccalauréat en administration des affaires, Finance
La Presse July 2010 - Present
La Presse May 2006 - June 2010
RBC Dominion Securities June 1999 - April 2006
Skills
French, Digital Marketing, Advertising, Web Analytics, Online Advertising, Social Media, Digital Strategy, Marketing Communications
Education
Université du Québec à Montréal 1990 — 1993
Baccalauréat en administration des affaires, Finance
Warren Chorney Warren Chorney's RBC Dominion Securities Experience December 1998 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities December 1998 - Present
Skills
Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Portfolio Management, Investments, Retirement Planning, Asset Management, Alternative Investments, Equities, Investment Management, Strategic Financial..., Securities, Wealth, Retirement, Bonds
Education
The University of Calgary 1980 — 1982
Bs.C, Agricultural Economics
University of Alberta 1970 — 1974
B.Sc. Agriculture, Agriculture Economics
RBC Dominion Securities December 1998 - Present
Skills
Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Portfolio Management, Investments, Retirement Planning, Asset Management, Alternative Investments, Equities, Investment Management, Strategic Financial..., Securities, Wealth, Retirement, Bonds
Education
The University of Calgary 1980 — 1982
Bs.C, Agricultural Economics
University of Alberta 1970 — 1974
B.Sc. Agriculture, Agriculture Economics
Jon Lambe BComm CFA Jon Lambe BComm CFA's RBC Dominion Securities Experience September 2014 - Present
Job Investment Advisor @ RBC Dominion Securities
Industry Banking
Experience
RBC Dominion Securities September 2014 - Present
TD Wealth Management January 2010 - September 2014
Suncor Energy January 2004 - December 2009
Suncor Energy January 1999 - December 2003
Skills
Flow throughs, reccomending, Trading, Investments, Planning, Risk Assessment, Commodities, Commodity, Project Planning, Options, Corporate Finance, Commodity Markets, Hedging, Risk Management, Analysis, Mergers & Acquisitions, Derivatives, Energy, Mutual Funds, Financial Risk, Alternative Investments, Capital Markets
Education
CFA Designation 2001 — 2004
CFA, Finance
The University of Calgary 1996 — 1999
Bachelor of Commerce, Finance
CHS
RBC Dominion Securities September 2014 - Present
TD Wealth Management January 2010 - September 2014
Suncor Energy January 2004 - December 2009
Suncor Energy January 1999 - December 2003
Skills
Flow throughs, reccomending, Trading, Investments, Planning, Risk Assessment, Commodities, Commodity, Project Planning, Options, Corporate Finance, Commodity Markets, Hedging, Risk Management, Analysis, Mergers & Acquisitions, Derivatives, Energy, Mutual Funds, Financial Risk, Alternative Investments, Capital Markets
Education
CFA Designation 2001 — 2004
CFA, Finance
The University of Calgary 1996 — 1999
Bachelor of Commerce, Finance
CHS
Joseph D. Brook Joseph D. Brook's RBC Dominion Securities Experience September 1998 - September 2003
Job Portfolio Manager & Investment Advisor at Dundee Goodman Private Wealth
Industry Investment Management
Experience
Dundee Securities September 2003 - Present
RBC Dominion Securities September 1998 - September 2003
Skills
Securities, Investments, Strategic Financial...
Education
Canadian Securites Institute 1996 — 2017
FMA, FCSI, Investments and Planning
Financial Services Commission of Ontario 2000 — 2002
Life Insurance Agent Status, Life Insurance & Estate Planning
Wilfrid Laurier University 1993 — 1997
Dipl. Bus. Admin, Business, Accounting, Investing
University of Guelph 1989 — 1993
B.Sc, Biological Sciences
Dundee Securities September 2003 - Present
RBC Dominion Securities September 1998 - September 2003
Skills
Securities, Investments, Strategic Financial...
Education
Canadian Securites Institute 1996 — 2017
FMA, FCSI, Investments and Planning
Financial Services Commission of Ontario 2000 — 2002
Life Insurance Agent Status, Life Insurance & Estate Planning
Wilfrid Laurier University 1993 — 1997
Dipl. Bus. Admin, Business, Accounting, Investing
University of Guelph 1989 — 1993
B.Sc, Biological Sciences
Benoit Legros, B.A.A., FCSI Benoit Legros, B.A.A., FCSI's RBC Dominion Securities Experience 1995 - Present
Job Viceprésident et gestionnaire de portefeuille | Groupe LeclaireLegros | RBC Dominion valeurs mobilières Inc.
Industry Capital Markets
Experience
RBC Dominion Securities 1995 - Present
Anges Québec 2010 - Present
Disnat (Valeur Mobilières Desjardins) 1990 - 1995
Skills
Investments, Equities, Portfolio Management, Mutual Funds, Asset Managment, Wealth Management, Venture Capital, Asset Allocation, Investment Strategies, Financial Markets, Investment Advisory, ETFs, Capital Markets, Hedge Funds, Equity Research, Financial Services, Asset Management, Trading, Fixed Income, Investment Management, Gestion de portefeuille, Investissements, Gestion d'actifs, Alternative Investments
Education
Université du Québec à Montréal 1991 — 1994
BAC, Gestion internationale
College de Rosemont 1987 — 1990
D.E.C., Techniques administratives
RBC Dominion Securities 1995 - Present
Anges Québec 2010 - Present
Disnat (Valeur Mobilières Desjardins) 1990 - 1995
Skills
Investments, Equities, Portfolio Management, Mutual Funds, Asset Managment, Wealth Management, Venture Capital, Asset Allocation, Investment Strategies, Financial Markets, Investment Advisory, ETFs, Capital Markets, Hedge Funds, Equity Research, Financial Services, Asset Management, Trading, Fixed Income, Investment Management, Gestion de portefeuille, Investissements, Gestion d'actifs, Alternative Investments
Education
Université du Québec à Montréal 1991 — 1994
BAC, Gestion internationale
College de Rosemont 1987 — 1990
D.E.C., Techniques administratives
Louis Painchaud Louis Painchaud's RBC Dominion Securities Experience March 2009 - December 2012
Job Directeur de succursale McGillBrossard /Conseiller en placement BMO Nesbitt Burns inc. ● Groupe CasavantPainchaud
Industry Investment Management
Experience
BMO Nesbitt Burns March 2014 - Present
BMO Nesbitt Burns December 2012 - Present
RBC Dominion Securities March 2009 - December 2012
RBC Dominion Securities August 2002 - July 2009
Canadian Forces August 1982 - August 2002
Skills
Leadership, Teamwork, Finance, Wealth Management, Portfolio Management, Investment Strategies, Investments, Asset Management
Education
2000 — 2002
MBA, Gestion des entreprises
Collège militaire Royal de Saint-Jean 1982 — 1987
Bacc. Administration des affaires, Administration - finances
BMO Nesbitt Burns March 2014 - Present
BMO Nesbitt Burns December 2012 - Present
RBC Dominion Securities March 2009 - December 2012
RBC Dominion Securities August 2002 - July 2009
Canadian Forces August 1982 - August 2002
Skills
Leadership, Teamwork, Finance, Wealth Management, Portfolio Management, Investment Strategies, Investments, Asset Management
Education
2000 — 2002
MBA, Gestion des entreprises
Collège militaire Royal de Saint-Jean 1982 — 1987
Bacc. Administration des affaires, Administration - finances
Ivanela Naneva Ivanela Naneva's RBC Dominion Securities Experience October 2014 - Present
Job Associate at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities October 2014 - Present
RBC Dominion Securities December 2013 - October 2014
Royal De Versailles Jewellers September 2013 - December 2013
Royal De Versailles Jewellers April 2013 - August 2013
Star Concrete Pumping Inc. April 2011 - December 2012
The Paint Masters January 2007 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML
Education
University of Guelph 2008 — 2013
Bachelor of Commerce (B.Com.), Management Economics in Industry and Finance
Markham District High School
RBC Dominion Securities October 2014 - Present
RBC Dominion Securities December 2013 - October 2014
Royal De Versailles Jewellers September 2013 - December 2013
Royal De Versailles Jewellers April 2013 - August 2013
Star Concrete Pumping Inc. April 2011 - December 2012
The Paint Masters January 2007 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML
Education
University of Guelph 2008 — 2013
Bachelor of Commerce (B.Com.), Management Economics in Industry and Finance
Markham District High School
Manuela Slavic's RBC Dominion Securities Experience January 2014 - Present
Job Associate at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities January 2014 - Present
Richardson GMP November 2005 - March 2013
CIBC Wood Gundy March 1994 - November 2005
Skills
Investments, Wealth Management, Alternative Investments, Securities, Trading, Mutual Funds, Asset Management, Asset Allocation
Education
University of Alberta 1989 — 1993
BSc., Family Studies
Archbishop O'Leary High School 1985 — 1988
RBC Dominion Securities January 2014 - Present
Richardson GMP November 2005 - March 2013
CIBC Wood Gundy March 1994 - November 2005
Skills
Investments, Wealth Management, Alternative Investments, Securities, Trading, Mutual Funds, Asset Management, Asset Allocation
Education
University of Alberta 1989 — 1993
BSc., Family Studies
Archbishop O'Leary High School 1985 — 1988
Kelly R. H. Shannon Kelly R. H. Shannon's RBC Dominion Securities Experience November 1994 - Present
Job Vice President, Associate Portfolio Manager & Wealth Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities November 1994 - Present
Skills
Investment Advisory, ETFs, Retirement Planning, Wealth Management, Investment Strategies, Asset Allocation, Estate Planning, Investments, Portfolio Management, Alternative Investments, Investment Management, Strategic Financial..., Asset Managment, Equities, Financial Advisory, Mutual Funds, High Net Worth..., Financial Planners, Bonds, Capital Markets, Wealth Accumulation, Retirement, Private Equity, Wealth, Fixed Income
Education
The University of Lethbridge 1992 — 1994
Bachelor of Commerce, Finance & Marketing
RBC Dominion Securities November 1994 - Present
Skills
Investment Advisory, ETFs, Retirement Planning, Wealth Management, Investment Strategies, Asset Allocation, Estate Planning, Investments, Portfolio Management, Alternative Investments, Investment Management, Strategic Financial..., Asset Managment, Equities, Financial Advisory, Mutual Funds, High Net Worth..., Financial Planners, Bonds, Capital Markets, Wealth Accumulation, Retirement, Private Equity, Wealth, Fixed Income
Education
The University of Lethbridge 1992 — 1994
Bachelor of Commerce, Finance & Marketing
Ashton Kerzner Ashton Kerzner's RBC Dominion Securities Experience June 2010 - August 2010
Job President at ABK Consulting Inc. dba Rocky Mountain Chocolate Factory
Industry Management Consulting
Experience
ABK Consulting Inc. dba Rocky Mountain Chocolate Factory New Westminster November 2013 - Present
ABK Consulting Inc. dba Rocky Mountain Chocolate Factory Victoria November 2012 - Present
Budget Rent a Car May 2011 - May 2012
Maxim Capital LLC January 2011 - June 2011
RBC Dominion Securities June 2010 - August 2010
Skills
Canadian Securities..., International Business..., Sales, Team Leadership, Financial Markets, Strategic Financial..., Finance, Marketing, Economics, Mutual Funds, Portfolio Management, Training, Accounting, Investments, Equities, Financial Analysis, Customer Service
Education
University of Denver - Daniels College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Westminster 2009 — 2010
International Business
ABK Consulting Inc. dba Rocky Mountain Chocolate Factory New Westminster November 2013 - Present
ABK Consulting Inc. dba Rocky Mountain Chocolate Factory Victoria November 2012 - Present
Budget Rent a Car May 2011 - May 2012
Maxim Capital LLC January 2011 - June 2011
RBC Dominion Securities June 2010 - August 2010
Skills
Canadian Securities..., International Business..., Sales, Team Leadership, Financial Markets, Strategic Financial..., Finance, Marketing, Economics, Mutual Funds, Portfolio Management, Training, Accounting, Investments, Equities, Financial Analysis, Customer Service
Education
University of Denver - Daniels College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Westminster 2009 — 2010
International Business
Caroline Kiva Caroline Kiva's RBC Dominion Securities Experience 2004 - 2009
Job at Pitblado LLP
Industry Law Practice
Experience
Pitblado LLP May 2009 - Present
RBC Dominion Securities 2004 - 2009
Skills
Trusts, Estate Planning, Wills, Wealth Management, High Net Worth..., Estate Administration, Probate, Trust Services, Powers of Attorney, Tax, Wealth Management..., Estate Law, Estate Tax Planning, Legal Assistance, Legal Advice, Administrative Law, Legal Writing, Corporate Governance, Property Law, Commercial Litigation, Corporate Law, Financial Planning
Education
University of Manitoba 1996 — 1999
LL.B, Law
The University of Winnipeg 1992 — 1995
B.A, Sociology
Garden City Collegiate
Pitblado LLP May 2009 - Present
RBC Dominion Securities 2004 - 2009
Skills
Trusts, Estate Planning, Wills, Wealth Management, High Net Worth..., Estate Administration, Probate, Trust Services, Powers of Attorney, Tax, Wealth Management..., Estate Law, Estate Tax Planning, Legal Assistance, Legal Advice, Administrative Law, Legal Writing, Corporate Governance, Property Law, Commercial Litigation, Corporate Law, Financial Planning
Education
University of Manitoba 1996 — 1999
LL.B, Law
The University of Winnipeg 1992 — 1995
B.A, Sociology
Garden City Collegiate
Spencer Schellenberg Spencer Schellenberg's RBC Dominion Securities Experience March 2008 - Present
Job Investment Advisor at RBC Dominion Securities Inc.
Industry Financial Services
Experience
RBC Dominion Securities March 2008 - Present
RBC Dominion Securities May 2005 - March 2008
Skills
Financial Planning, Asset Management, Strategic Financial..., Commercial Banking, Retirement Planning, Investments, Investment Management, Estate Planning, Financial Services, Finance, Insurance, Small Business, Mutual Funds, Wealth Management, Investment Strategies, Wealth
Education
University of Manitoba 2001 — 2005
B. Comm (HONS), Entrepreneurship and Aboriginal Business
RBC Dominion Securities March 2008 - Present
RBC Dominion Securities May 2005 - March 2008
Skills
Financial Planning, Asset Management, Strategic Financial..., Commercial Banking, Retirement Planning, Investments, Investment Management, Estate Planning, Financial Services, Finance, Insurance, Small Business, Mutual Funds, Wealth Management, Investment Strategies, Wealth
Education
University of Manitoba 2001 — 2005
B. Comm (HONS), Entrepreneurship and Aboriginal Business
Jeremy Cruz's RBC Dominion Securities Experience July 2015 - Present
Job Investment Advisor
Industry Banking
Experience
RBC Dominion Securities July 2015 - Present
CIBC 2010 - July 2015
CIBC 2001 - 2010
RBC 1998 - 2001
Skills
Retail Banking, Banking, Portfolio Management, Mortgage Lending, Credit, Mutual Funds, Wealth Management, Residential Mortgages, Credit Risk, Financial Services, Consumer Lending, Commercial Banking, Investment Strategies, Investment Advisory, Strategic Financial..., Loans, Investments, Estate Planning, Retirement Planning, Relationship Management, Financial Planning
Education
University of Calgary 1984 — 1988
Bachelor's degree
University of Calgary
RBC Dominion Securities July 2015 - Present
CIBC 2010 - July 2015
CIBC 2001 - 2010
RBC 1998 - 2001
Skills
Retail Banking, Banking, Portfolio Management, Mortgage Lending, Credit, Mutual Funds, Wealth Management, Residential Mortgages, Credit Risk, Financial Services, Consumer Lending, Commercial Banking, Investment Strategies, Investment Advisory, Strategic Financial..., Loans, Investments, Estate Planning, Retirement Planning, Relationship Management, Financial Planning
Education
University of Calgary 1984 — 1988
Bachelor's degree
University of Calgary
Yves Kibambe's RBC Dominion Securities Experience June 2008 - October 2008
Job Account Manager Government Services at TEKsystems
Industry Information Technology and Services
Experience
TEKsystems October 2013 - Present
TEKsystems October 2012 - October 2013
RBC Dominion Securities June 2008 - October 2008
World Financial Group January 2007 - January 2007
Skills
Recruiting, Customer Service, Technical Recruiting, Teamwork, Databases, Microsoft Office, Microsoft Excel, Public Speaking, Account Management, Social Media, Microsoft Word, SAP, Event Planning, Research, Business Development, Cisco Technologies, International Marketing, International Relations, International..., LinkedIn Recruiter, Restaurant Management, Salesforce.com, Foreign Investment, Foreign Relations, New Business Development
Education
Grant Macewan University 2007 — 2012
Bachelor Of Commerce Degree, International Business/Trade/Commerce
University of Alberta 2007 — 2012
Open Studies, Business/Commerce, General
Northern Alberta Institute of Technology. Edmonton AB
JH Picard
Louis dupire
TEKsystems October 2013 - Present
TEKsystems October 2012 - October 2013
RBC Dominion Securities June 2008 - October 2008
World Financial Group January 2007 - January 2007
Skills
Recruiting, Customer Service, Technical Recruiting, Teamwork, Databases, Microsoft Office, Microsoft Excel, Public Speaking, Account Management, Social Media, Microsoft Word, SAP, Event Planning, Research, Business Development, Cisco Technologies, International Marketing, International Relations, International..., LinkedIn Recruiter, Restaurant Management, Salesforce.com, Foreign Investment, Foreign Relations, New Business Development
Education
Grant Macewan University 2007 — 2012
Bachelor Of Commerce Degree, International Business/Trade/Commerce
University of Alberta 2007 — 2012
Open Studies, Business/Commerce, General
Northern Alberta Institute of Technology. Edmonton AB
JH Picard
Louis dupire
Marshall McAlister CFA Marshall McAlister CFA's RBC Dominion Securities Experience January 2003 - May 2009
Job Private Wealth Counsellor Principal
Industry Investment Management
Experience
Pavilion Investment House May 2009 - Present
RBC Dominion Securities January 2003 - May 2009
Skills
Wealth Management, Portfolio Management, Asset Management, Financial Planning, Retirement Planning, Investments, Asset Allocation, Asset Managment, Capital Markets, Equities, Estate Planning, Finance, Financial Advisory, Financial Services, Fixed Income, High Net Worth..., Investment Advisory, Investment Management, Investment Strategies, Leadership, Retirement, Wealth Management...
Education
University of Alberta 1995 — 1998
B Comm, Finance
Pavilion Investment House May 2009 - Present
RBC Dominion Securities January 2003 - May 2009
Skills
Wealth Management, Portfolio Management, Asset Management, Financial Planning, Retirement Planning, Investments, Asset Allocation, Asset Managment, Capital Markets, Equities, Estate Planning, Finance, Financial Advisory, Financial Services, Fixed Income, High Net Worth..., Investment Advisory, Investment Management, Investment Strategies, Leadership, Retirement, Wealth Management...
Education
University of Alberta 1995 — 1998
B Comm, Finance
Angel Tang, CFP, CIM, FCSI Angel Tang, CFP, CIM, FCSI's RBC Dominion Securities Experience May 1999 - Present
Job Associate Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities May 1999 - Present
Skills
Investment Advisory, Retirement Planning, Financial Planning, Wealth Management, Mutual Funds, Investment Strategies, ETFs, Strategic Financial..., Asset Allocation, Investments, High Net Worth..., Securities, Investment Management, Fixed Income, Portfolio Management, Equities
Education
The University of Calgary
Bachelor of Commerce, Finance and Marketing
RBC Dominion Securities May 1999 - Present
Skills
Investment Advisory, Retirement Planning, Financial Planning, Wealth Management, Mutual Funds, Investment Strategies, ETFs, Strategic Financial..., Asset Allocation, Investments, High Net Worth..., Securities, Investment Management, Fixed Income, Portfolio Management, Equities
Education
The University of Calgary
Bachelor of Commerce, Finance and Marketing
Tony Tryhuk Tony Tryhuk's RBC Dominion Securities Experience August 1998 - Present
Job Branch Manager Commodity Futures Trading Division at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities August 1998 - Present
Pool Commodity Trading Service February 1995 - August 1998
Skills
Options, Trading, Derivatives, Financial Markets, Hedging, Commodity, Technical Analysis, Electronic Trading, FX Options, Risk Management, Trading Systems, Equity Derivatives, Financial Services, Equities, Equity Trading
Education
University of Manitoba 1987 — 1992
B. Comm, Management - Finance
RBC Dominion Securities August 1998 - Present
Pool Commodity Trading Service February 1995 - August 1998
Skills
Options, Trading, Derivatives, Financial Markets, Hedging, Commodity, Technical Analysis, Electronic Trading, FX Options, Risk Management, Trading Systems, Equity Derivatives, Financial Services, Equities, Equity Trading
Education
University of Manitoba 1987 — 1992
B. Comm, Management - Finance
Peter Thorp Peter Thorp's RBC Dominion Securities Experience 2004 - Present
Job VicePresident, Associate Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities 2004 - Present
Skills
Wealth Management, Investments, Asset Allocation, Retirement Planning, Investment Advisory, Entrepreneurship, Mutual Funds, Investment Strategies, Securities, Banking, Finance, Corporate Finance, Strategic Financial..., Investment Management, Wealth Management..., ETFs, High Net Worth..., Financial Advisory, Wealth, Alternative Investments, Estate Planning, Asset Management, Bonds, Portfolio Management, Personal Financial..., Fixed Income, Equities, Private Banking, Hedge Funds, Relationship Management, Financial Analysis, Management
Education
University of Calgary 1984 — 1988
BA (Econ), Economics, Business, Computer Science
RBC Dominion Securities 2004 - Present
Skills
Wealth Management, Investments, Asset Allocation, Retirement Planning, Investment Advisory, Entrepreneurship, Mutual Funds, Investment Strategies, Securities, Banking, Finance, Corporate Finance, Strategic Financial..., Investment Management, Wealth Management..., ETFs, High Net Worth..., Financial Advisory, Wealth, Alternative Investments, Estate Planning, Asset Management, Bonds, Portfolio Management, Personal Financial..., Fixed Income, Equities, Private Banking, Hedge Funds, Relationship Management, Financial Analysis, Management
Education
University of Calgary 1984 — 1988
BA (Econ), Economics, Business, Computer Science
Ryan Krahn, CFP Ryan Krahn, CFP's RBC Dominion Securities Experience November 2012 - Present
Job Investment Advisor
Industry Investment Management
Experience
RBC Dominion Securities November 2012 - Present
RBC Wealth Management June 2007 - October 2012
Desjardins Financial Security November 2006 - June 2007
Regional Sales Manager March 2003 - November 2006
Skills
Wealth Management, Investments, Retirement Planning, Mutual Funds, Investment Advisory, Financial Advisory, Wealth Management..., Asset Allocation, Retirement, Financial Planning, Investment Strategies, Portfolio Management, Asset Management, Securities, Financial Analysis, Estate Planning, Wealth, Financial Services, Relationship Management
Education
The University of Calgary 1996 — 2000
Bachelor's degree in Economics
OKM
RBC Dominion Securities November 2012 - Present
RBC Wealth Management June 2007 - October 2012
Desjardins Financial Security November 2006 - June 2007
Regional Sales Manager March 2003 - November 2006
Skills
Wealth Management, Investments, Retirement Planning, Mutual Funds, Investment Advisory, Financial Advisory, Wealth Management..., Asset Allocation, Retirement, Financial Planning, Investment Strategies, Portfolio Management, Asset Management, Securities, Financial Analysis, Estate Planning, Wealth, Financial Services, Relationship Management
Education
The University of Calgary 1996 — 2000
Bachelor's degree in Economics
OKM
Eve Lanthier Eve Lanthier's RBC Dominion Securities Experience October 1997 - September 1998
Job French (CA) Voice Over Artist
Industry Broadcast Media
Experience
(self employed) August 2007 - Present
JSR MUSIK January 2005 - Present
(self employed) 2000 - Present
Image Sonore August 2004 - February 2005
Technologies SENSIO Inc. July 2001 - November 2001
Chubb October 1998 - July 2001
RBC Dominion Securities October 1997 - September 1998
Air Transat February 1998 - May 1998
Skills
Voice Over, Narration, Voice Acting, Voice Direction, Voice Casting, Creative Writing, Poetry, Lyricist, Copywriting, Copy Editing, Translation, French Canadian, French, English, Audio Books, Television, Commercials, Narrator, Narrative, Dubbing, Audio Editing, Radio Producing, Promo, Radio Advertising, Voicing, Social Media, Video Production, Writing, Advertising
Education
UQAM 2012 — 2015
Certificate, currently attending, Multidisciplinary Studies
Studio Syllabes 2013 — 2013
Dubbing / Acting for voice overs, Professional
Eve Lafantaisie, Singing Teacher 2012 — 2013
Private lessons, Music (Singing)
Université de Montréal 2011 — 2011
Cultural Workshops, Theater
Montreal Voice Over School 2009 — 2010
Levels 1, 2 and 3, Commercial Voice Over techniques
Cinécours, école de cinéma 2006 — 2007
Certificate, in screewriting
(self employed) August 2007 - Present
JSR MUSIK January 2005 - Present
(self employed) 2000 - Present
Image Sonore August 2004 - February 2005
Technologies SENSIO Inc. July 2001 - November 2001
Chubb October 1998 - July 2001
RBC Dominion Securities October 1997 - September 1998
Air Transat February 1998 - May 1998
Skills
Voice Over, Narration, Voice Acting, Voice Direction, Voice Casting, Creative Writing, Poetry, Lyricist, Copywriting, Copy Editing, Translation, French Canadian, French, English, Audio Books, Television, Commercials, Narrator, Narrative, Dubbing, Audio Editing, Radio Producing, Promo, Radio Advertising, Voicing, Social Media, Video Production, Writing, Advertising
Education
UQAM 2012 — 2015
Certificate, currently attending, Multidisciplinary Studies
Studio Syllabes 2013 — 2013
Dubbing / Acting for voice overs, Professional
Eve Lafantaisie, Singing Teacher 2012 — 2013
Private lessons, Music (Singing)
Université de Montréal 2011 — 2011
Cultural Workshops, Theater
Montreal Voice Over School 2009 — 2010
Levels 1, 2 and 3, Commercial Voice Over techniques
Cinécours, école de cinéma 2006 — 2007
Certificate, in screewriting
Conor Ross Conor Ross's RBC Dominion Securities Experience March 2011 - June 2012
Job A&D Analyst at BMO Capital Markets
Industry Oil & Energy
Experience
BMO Capital Markets August 2014 - Present
IHS (formerly Fekete Associates) September 2012 - August 2014
RBC Dominion Securities March 2011 - June 2012
Timmons Estate Financial Planning May 2008 - August 2010
Maltais Geomatics July 2006 - August 2006
Skills
Engineering, Energy, Characterization, Energy Industry, Gas, Natural Gas, Oil/Gas, Petroleum, Reservoir Engineering, Reservoir Management, Upstream, Petroleum Engineering, Petroleum Economics, Field Development, Reserves
Education
Dale Carnegie 2014 — 2014
Effective Communications and Human Relations/Skills for Success
SPE 2012 — 2014
Progress Seminars 2013 — 2013
CFA Institute 2011 — 2013
CFA Candidate
The University of Calgary
University of Alberta 2006 — 2010
Bachelor of Science (BSc), Mechanical Engineering
Western Canada High School 2004 — 2006
BMO Capital Markets August 2014 - Present
IHS (formerly Fekete Associates) September 2012 - August 2014
RBC Dominion Securities March 2011 - June 2012
Timmons Estate Financial Planning May 2008 - August 2010
Maltais Geomatics July 2006 - August 2006
Skills
Engineering, Energy, Characterization, Energy Industry, Gas, Natural Gas, Oil/Gas, Petroleum, Reservoir Engineering, Reservoir Management, Upstream, Petroleum Engineering, Petroleum Economics, Field Development, Reserves
Education
Dale Carnegie 2014 — 2014
Effective Communications and Human Relations/Skills for Success
SPE 2012 — 2014
Progress Seminars 2013 — 2013
CFA Institute 2011 — 2013
CFA Candidate
The University of Calgary
University of Alberta 2006 — 2010
Bachelor of Science (BSc), Mechanical Engineering
Western Canada High School 2004 — 2006
Carolyn Salina, CPA, CMA Carolyn Salina, CPA, CMA's RBC Dominion Securities Experience June 2012 - July 2013
Job Financial Analyst at The University of British Columbia
Industry Accounting
Experience
The University of British Columbia October 2014 - Present
The University of British Columbia July 2013 - October 2014
RBC Dominion Securities June 2012 - July 2013
Education
CPA, CMA
Strategic Leadership Program
UBC - Sauder School of Business 2009 — 2012
Commerce, Accounting
Università Commerciale 'Luigi Bocconi' 2011 — 2011
BCOM, Accounting
The University of British Columbia October 2014 - Present
The University of British Columbia July 2013 - October 2014
RBC Dominion Securities June 2012 - July 2013
Education
CPA, CMA
Strategic Leadership Program
UBC - Sauder School of Business 2009 — 2012
Commerce, Accounting
Università Commerciale 'Luigi Bocconi' 2011 — 2011
BCOM, Accounting
Howard Saunders Howard Saunders's RBC Dominion Securities Experience 1986 - 1989
Job President at H&W Saunders Associates Ltd.
Industry Paper & Forest Products
Experience
BC Forest Appeals Commission March 2014 - Present
H&W Saunders Associates Ltd. 1977 - Present
BC Forest Appeals Commission April 1997 - March 2001
RBC Dominion Securities 1986 - 1989
Interior Lumber Manufacturers' Association 1984 - 1986
Pitfield Mackay Ross; Bongard Leslie; Draper Dobie 1970 - 1977
Domtar Wood Preserving Division 1966 - 1968
Skills
Arbitration, Litigation, Due Diligence, Valuation, Strategic Analysis, Business Valuation, Mergers, Joint Ventures, Fairness Opinions, Forest Products, Natural Resource..., Natural Resources, Mergers & Acquisitions, Financial Modeling, Forestry, Wood, Timber, Analysis, Budgets, Project Planning, Strategic Planning, Management, Sustainability, Business Strategy
Education
Western University 1968 — 1970
MBA, Finance & Production
University of New Brunswick 1961 — 1966
BScF, Forestry, Wood Technology
Rothesay Regional High School 1957 — 1961
BC Forest Appeals Commission March 2014 - Present
H&W Saunders Associates Ltd. 1977 - Present
BC Forest Appeals Commission April 1997 - March 2001
RBC Dominion Securities 1986 - 1989
Interior Lumber Manufacturers' Association 1984 - 1986
Pitfield Mackay Ross; Bongard Leslie; Draper Dobie 1970 - 1977
Domtar Wood Preserving Division 1966 - 1968
Skills
Arbitration, Litigation, Due Diligence, Valuation, Strategic Analysis, Business Valuation, Mergers, Joint Ventures, Fairness Opinions, Forest Products, Natural Resource..., Natural Resources, Mergers & Acquisitions, Financial Modeling, Forestry, Wood, Timber, Analysis, Budgets, Project Planning, Strategic Planning, Management, Sustainability, Business Strategy
Education
Western University 1968 — 1970
MBA, Finance & Production
University of New Brunswick 1961 — 1966
BScF, Forestry, Wood Technology
Rothesay Regional High School 1957 — 1961
Dawn Morewood Dawn Morewood's RBC Dominion Securities Experience September 2002 - Present
Job Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities September 2002 - Present
Royal Trust September 1988 - September 2000
Skills
Family Wealth Planning, Retirement Planning, Investment Management, Wealth Management, High Net Worth..., Investment Strategies, Investment Advisory, Mutual Funds, Investments, Portfolio Management, Wealth, Estate Planning, Asset Managment, Strategic Financial..., Retirement, Private Banking, ETFs, Asset Allocation, Wealth Management..., Trusts, Alternative Investments, Relationship Management, Financial Planners, Mortgage Lending, Financial Advisory, Fixed Income, Tax, Wealth Accumulation, Capital Markets, Financial Services
Education
Université du Québec à Montréal / UQAM 2000 — 2002
MBA, Financial Srevices
Hillcrest High School 1976 — 1980
RBC Dominion Securities September 2002 - Present
Royal Trust September 1988 - September 2000
Skills
Family Wealth Planning, Retirement Planning, Investment Management, Wealth Management, High Net Worth..., Investment Strategies, Investment Advisory, Mutual Funds, Investments, Portfolio Management, Wealth, Estate Planning, Asset Managment, Strategic Financial..., Retirement, Private Banking, ETFs, Asset Allocation, Wealth Management..., Trusts, Alternative Investments, Relationship Management, Financial Planners, Mortgage Lending, Financial Advisory, Fixed Income, Tax, Wealth Accumulation, Capital Markets, Financial Services
Education
Université du Québec à Montréal / UQAM 2000 — 2002
MBA, Financial Srevices
Hillcrest High School 1976 — 1980
Jason Fiege B.A, J.D, CIM, FCSI Jason Fiege B.A, J.D, CIM, FCSI's RBC Dominion Securities Experience March 2010 - Present
Job Associate Portfolio Manager at RBC Dominion Securities
Industry Investment Banking
Experience
RBC Dominion Securities March 2010 - Present
Scotiabank August 2007 - March 2010
Skills
Value Investing, Portfolio Management, Client Relationship..., Estate Planning, Investment Advisory, Charitable Giving, Wealth Management, Securities, High Net Worth..., Wealth, Investment Products, Investments, Financial Planning, Retirement, Asset, Mutual Funds, Investment Strategies, Asset Allocation, Retirement Planning, Retirement Income..., Alternative Investments, Asset Management, Equities, Insurance Planning, Pensions, Fixed Income, Stocks, ETFs, Insurance, Financial Markets, Wealth Transfer, Trusts, Trading, Bonds, Risk Management, Annuities, Wealth Preservation, Disability Insurance, Structured Products, Financial Advice, Financial Advisory, Personal Finance
Education
University of Alberta
Bachelor of Arts, Political Science/History
University of Calgary
Bachelor of Law, Law
University of Manitoba
Bachelor of Law, Law
RBC Dominion Securities March 2010 - Present
Scotiabank August 2007 - March 2010
Skills
Value Investing, Portfolio Management, Client Relationship..., Estate Planning, Investment Advisory, Charitable Giving, Wealth Management, Securities, High Net Worth..., Wealth, Investment Products, Investments, Financial Planning, Retirement, Asset, Mutual Funds, Investment Strategies, Asset Allocation, Retirement Planning, Retirement Income..., Alternative Investments, Asset Management, Equities, Insurance Planning, Pensions, Fixed Income, Stocks, ETFs, Insurance, Financial Markets, Wealth Transfer, Trusts, Trading, Bonds, Risk Management, Annuities, Wealth Preservation, Disability Insurance, Structured Products, Financial Advice, Financial Advisory, Personal Finance
Education
University of Alberta
Bachelor of Arts, Political Science/History
University of Calgary
Bachelor of Law, Law
University of Manitoba
Bachelor of Law, Law
Isabelle Gilbert Isabelle Gilbert's RBC Dominion Securities Experience August 2004 - February 2014
Job Adjointe en placements at Financière Banque Nationale
Industry Investment Management
Experience
Financière Banque Nationale March 2014 - Present
RBC Dominion Securities August 2004 - February 2014
Assante Gestion de Patrimoine September 2003 - August 2004
GE Europe September 2001 - August 2003
Mackenzie financial corporation 1998 - 2000
Skills
Equities, Asset Allocation, Wealth Management, Mutual Funds, Asset Management, Investment Strategies, Investment Advisory, Fixed Income, Investments, Securities
Education
Université Laval 1993 — 1996
Baccalauréat en administration des affaires, Finances
Financière Banque Nationale March 2014 - Present
RBC Dominion Securities August 2004 - February 2014
Assante Gestion de Patrimoine September 2003 - August 2004
GE Europe September 2001 - August 2003
Mackenzie financial corporation 1998 - 2000
Skills
Equities, Asset Allocation, Wealth Management, Mutual Funds, Asset Management, Investment Strategies, Investment Advisory, Fixed Income, Investments, Securities
Education
Université Laval 1993 — 1996
Baccalauréat en administration des affaires, Finances
Dian Chaaban Dian Chaaban's RBC Dominion Securities Experience January 2013 - Present
Job Investment Advisor, RBC Wealth Management
Industry Financial Services
Experience
RBC Dominion Securities January 2013 - Present
Women of Ambition July 2013 - Present
RBC Dominion Securities July 2010 - January 2013
RBC Royal Bank August 2008 - July 2010
University of Guelph August 2007 - December 2007
University of Guelph May 2006 - June 2007
Skills
Marketing, Public Speaking, Leadership, Customer Service, Event Management, Strategic Planning, Strategic Financial..., Investments, Business Strategy, Client Counseling, Financial Product..., Client Liaison, Business Development, Wealth Management, Investment Management, Management, Investment Strategies, Personal Financial..., Wealth Management..., Consulting, Advice, Budgets, Event Planning, Insurance, Finance, Investment Advisory, Retirement Planning, Portfolio Management, Credit, Wealth, Asset Allocation, High Net Worth..., Entrepreneurship, Financial Planners, Securities, Asset Management, Risk Management, Retirement, Estate Planning, Financial Services, Financial Planning
Education
University of Guelph 2003 — 2008
Bachelor of Commerce (B.Comm.)
Canadian Securities Institute
RBC Dominion Securities January 2013 - Present
Women of Ambition July 2013 - Present
RBC Dominion Securities July 2010 - January 2013
RBC Royal Bank August 2008 - July 2010
University of Guelph August 2007 - December 2007
University of Guelph May 2006 - June 2007
Skills
Marketing, Public Speaking, Leadership, Customer Service, Event Management, Strategic Planning, Strategic Financial..., Investments, Business Strategy, Client Counseling, Financial Product..., Client Liaison, Business Development, Wealth Management, Investment Management, Management, Investment Strategies, Personal Financial..., Wealth Management..., Consulting, Advice, Budgets, Event Planning, Insurance, Finance, Investment Advisory, Retirement Planning, Portfolio Management, Credit, Wealth, Asset Allocation, High Net Worth..., Entrepreneurship, Financial Planners, Securities, Asset Management, Risk Management, Retirement, Estate Planning, Financial Services, Financial Planning
Education
University of Guelph 2003 — 2008
Bachelor of Commerce (B.Comm.)
Canadian Securities Institute
Rick Ziolkoski Rick Ziolkoski's RBC Dominion Securities Experience May 1997 - April 1998
Job Vice President, Investment Advisor National Bank Financial
Industry Financial Services
Experience
National Bank Financial January 2012 - Present
HSBC Securities April 2002 - December 2011
Merrill Lynch April 1998 - April 2002
RBC Dominion Securities May 1997 - April 1998
Skills
Wealth Management..., Risk Management, Investments, Alternative Investment..., Financial Planning, Portfolio Management, Wealth Management, Wealth, Strategic Financial..., High Net Worth..., Financial Advisory, Investment Strategies, Equities, Investment Advisory, Mutual Funds
Education
University of Manitoba 1991 — 1996
B.Comm (Hons.), Finance
National Bank Financial January 2012 - Present
HSBC Securities April 2002 - December 2011
Merrill Lynch April 1998 - April 2002
RBC Dominion Securities May 1997 - April 1998
Skills
Wealth Management..., Risk Management, Investments, Alternative Investment..., Financial Planning, Portfolio Management, Wealth Management, Wealth, Strategic Financial..., High Net Worth..., Financial Advisory, Investment Strategies, Equities, Investment Advisory, Mutual Funds
Education
University of Manitoba 1991 — 1996
B.Comm (Hons.), Finance
Darlene Hildebrand Darlene Hildebrand's RBC Dominion Securities Experience March 1983 - December 1990
Job Executive Director at Victoria Lifeline
Industry Information Technology and Services
Experience
Victoria Lifeline August 2013 - Present
Stronghold Records Management 2009 - Present
Royal Trust Corporation of Canada January 1991 - December 2008
RBC Dominion Securities March 1983 - December 1990
Xerox Learning Systems January 1979 - January 1983
Hudson's Bay Company June 1974 - December 1978
Education
University of Manitoba 1970 — 1974
B.Comm(Hons), Marketing, Finance
Victoria Lifeline August 2013 - Present
Stronghold Records Management 2009 - Present
Royal Trust Corporation of Canada January 1991 - December 2008
RBC Dominion Securities March 1983 - December 1990
Xerox Learning Systems January 1979 - January 1983
Hudson's Bay Company June 1974 - December 1978
Education
University of Manitoba 1970 — 1974
B.Comm(Hons), Marketing, Finance
Aniket Choudhary, CFA Aniket Choudhary, CFA's RBC Dominion Securities Experience September 2008 - February 2009
Job Consultant at TD Securities
Industry Financial Services
Experience
TD Securities March 2014 - Present
RBC Capital Markets July 2011 - March 2014
TD Securities April 2009 - June 2011
RBC Dominion Securities September 2008 - February 2009
Oracle Financial Services Software Ltd 2005 - 2007
Skills
Market Risk, Strategy, Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, Management, Risk Management, Trading, Investment Banking, Derivatives, Capital Markets, Banking, Fixed Income
Education
York University - Schulich School of Business 2007 — 2008
MBA, Investment Management
University of Mumbai 1999 — 2003
B.E., Electronics
TD Securities March 2014 - Present
RBC Capital Markets July 2011 - March 2014
TD Securities April 2009 - June 2011
RBC Dominion Securities September 2008 - February 2009
Oracle Financial Services Software Ltd 2005 - 2007
Skills
Market Risk, Strategy, Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, Management, Risk Management, Trading, Investment Banking, Derivatives, Capital Markets, Banking, Fixed Income
Education
York University - Schulich School of Business 2007 — 2008
MBA, Investment Management
University of Mumbai 1999 — 2003
B.E., Electronics
Sean Baylis Sean Baylis's RBC Dominion Securities Experience April 2014 - Present
Job Wealth Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities April 2014 - Present
RBC Dominion Securities September 2010 - Present
Rotary International 2011 - 2012
Calgary Academy September 1995 - June 2010
Skills
Portfolio Management, Investments, Financial Planning, Financial Analysis, Tax, Retirement, Wealth, Asset Management, Strategic Financial..., Options, Investment Management, Asset Managment, Asset Allocation, Wealth Management..., Investment Strategies, Mutual Funds, Wealth Management, Risk Management, Estate Planning, Retirement Planning, Equities, Securities, Financial Planners, Investment Advisory, Financial Advisory, Trading, Fixed Income, Private Equity, Pensions, Financial Services, Disability Insurance
Education
Walden University 1999 — 2001
Masters, Science
University of Calgary 1991 — 1995
Bachelor, Education
RBC Dominion Securities April 2014 - Present
RBC Dominion Securities September 2010 - Present
Rotary International 2011 - 2012
Calgary Academy September 1995 - June 2010
Skills
Portfolio Management, Investments, Financial Planning, Financial Analysis, Tax, Retirement, Wealth, Asset Management, Strategic Financial..., Options, Investment Management, Asset Managment, Asset Allocation, Wealth Management..., Investment Strategies, Mutual Funds, Wealth Management, Risk Management, Estate Planning, Retirement Planning, Equities, Securities, Financial Planners, Investment Advisory, Financial Advisory, Trading, Fixed Income, Private Equity, Pensions, Financial Services, Disability Insurance
Education
Walden University 1999 — 2001
Masters, Science
University of Calgary 1991 — 1995
Bachelor, Education
Venetia Baudin Venetia Baudin's RBC Dominion Securities Experience 1998 - Present
Job
Industry Investment Management
Experience
RBC Dominion Securities 1998 - Present
Midland Walwyn November 1993 - December 1997
CIBC Wood Gundy October 1991 - October 1993
Skills
Portfolio Management, Wealth Management, Investments, Investment Advisory, Investment Strategies, Investment Management, Mutual Funds, Asset Allocation, Wealth, Alternative Investments, Bonds, Securities, Financial Advisory, Retirement Planning, Financial Planners, Retirement, Estate Planning, Asset Management, Financial Planning
Education
University of Alberta 1980 — 1983
Bachelor of Arts (B.A.), English Language and Literature, General
RBC Dominion Securities 1998 - Present
Midland Walwyn November 1993 - December 1997
CIBC Wood Gundy October 1991 - October 1993
Skills
Portfolio Management, Wealth Management, Investments, Investment Advisory, Investment Strategies, Investment Management, Mutual Funds, Asset Allocation, Wealth, Alternative Investments, Bonds, Securities, Financial Advisory, Retirement Planning, Financial Planners, Retirement, Estate Planning, Asset Management, Financial Planning
Education
University of Alberta 1980 — 1983
Bachelor of Arts (B.A.), English Language and Literature, General
Ashkan Golkar, CFA's RBC Dominion Securities Experience June 2007 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities June 2007 - Present
RBC Dominion Securities September 2004 - June 2007
Royal Bank of Canada May 2003 - August 2004
Skills
Investment Strategies, Portfolio Management, Asset Allocation, Wealth Management, Investments, Investment Management, Investment Advisory, Equities, Risk Management, ETFs, Fixed Income, Alternative Investments, Wealth Management..., Asset Management, Hedge Funds, Equity Trading, Derivatives, Investment Policy, Securities, Financial Advisory, Options, Equity Research, Retirement Planning, Financial Risk, Quantitative Analytics, Equity Valuation, Financial Analysis, Financial Markets, Financial Modeling, Wealth, High Net Worth...
Education
CFA Institute 2007 — 2009
Chartered Financial Analyst, Finance
The University of British Columbia 2001 — 2005
Bachelor of Commerce, Finance
RBC Dominion Securities June 2007 - Present
RBC Dominion Securities September 2004 - June 2007
Royal Bank of Canada May 2003 - August 2004
Skills
Investment Strategies, Portfolio Management, Asset Allocation, Wealth Management, Investments, Investment Management, Investment Advisory, Equities, Risk Management, ETFs, Fixed Income, Alternative Investments, Wealth Management..., Asset Management, Hedge Funds, Equity Trading, Derivatives, Investment Policy, Securities, Financial Advisory, Options, Equity Research, Retirement Planning, Financial Risk, Quantitative Analytics, Equity Valuation, Financial Analysis, Financial Markets, Financial Modeling, Wealth, High Net Worth...
Education
CFA Institute 2007 — 2009
Chartered Financial Analyst, Finance
The University of British Columbia 2001 — 2005
Bachelor of Commerce, Finance
Alex Vieira, CPA,CA Alex Vieira, CPA,CA's RBC Dominion Securities Experience July 2015 - Present
Job Wealth Management at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities July 2015 - Present
Navigator Tax November 2012 - Present
Honda Canada Inc. January 2014 - June 2015
Tri Origin Exploration April 2011 - December 2012
Marquest Asset Management Inc. 2010 - April 2011
Worldsource Wealth Management 2005 - 2009
Goodman and Company 2003 - 2005
Mackenzie Financial 1995 - 2001
Deloitte & Touche 1989 - 1995
Deloitte & Touche 1989 - 1995
Skills
Asset Managment, Tax, Finance, Financial Planners, Investments, Mutual Funds, Trusts, Financial Analysis, Retirement Planning, Strategic Financial..., Risk Management, Small Business, Portfolio Management, Wealth Management, Financial Reporting
Education
University of Calgary 1983 — 1989
Bachelor of Commerce, Accounting
Canadian Institute of Chartered Accountants
Chartered Professional Accountant, Chartered Accountant, Income Tax
Canadian Securities Institute
Canadian Securities Course
RBC Dominion Securities July 2015 - Present
Navigator Tax November 2012 - Present
Honda Canada Inc. January 2014 - June 2015
Tri Origin Exploration April 2011 - December 2012
Marquest Asset Management Inc. 2010 - April 2011
Worldsource Wealth Management 2005 - 2009
Goodman and Company 2003 - 2005
Mackenzie Financial 1995 - 2001
Deloitte & Touche 1989 - 1995
Deloitte & Touche 1989 - 1995
Skills
Asset Managment, Tax, Finance, Financial Planners, Investments, Mutual Funds, Trusts, Financial Analysis, Retirement Planning, Strategic Financial..., Risk Management, Small Business, Portfolio Management, Wealth Management, Financial Reporting
Education
University of Calgary 1983 — 1989
Bachelor of Commerce, Accounting
Canadian Institute of Chartered Accountants
Chartered Professional Accountant, Chartered Accountant, Income Tax
Canadian Securities Institute
Canadian Securities Course
Jean-Francois Lacroix Jean-Francois Lacroix's RBC Dominion Securities Experience May 1994 - August 2011
Job Viceprésident et Directeur de succursale TD Gestion de Patrimoine
Industry Investment Management
Experience
TD Gestion de Patrimoine October 2011 - Present
RBC Dominion Securities May 1994 - August 2011
RBC Dominion Securities September 1990 - May 1994
Skills
Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Investment Strategies, Strategic Financial..., Investment Advisory, Asset Allocation, Wealth Management..., ETFs, Investment Management, High Net Worth..., Financial Markets, Wealth
Education
Université du Québec à Trois-Rivières 1983 — 1987
Bacc. Sc Economique
TD Gestion de Patrimoine October 2011 - Present
RBC Dominion Securities May 1994 - August 2011
RBC Dominion Securities September 1990 - May 1994
Skills
Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Investment Strategies, Strategic Financial..., Investment Advisory, Asset Allocation, Wealth Management..., ETFs, Investment Management, High Net Worth..., Financial Markets, Wealth
Education
Université du Québec à Trois-Rivières 1983 — 1987
Bacc. Sc Economique
Meaghan Dinneen Meaghan Dinneen's RBC Dominion Securities Experience August 2014 - Present
Job Associate at RBC Dominion Securities
Industry Banking
Experience
RBC Dominion Securities August 2014 - Present
RBC Dominion Securities October 2013 - July 2014
Value Drug Mart October 2012 - October 2013
Value Drug Mart April 2012 - September 2012
Government of Alberta October 2011 - April 2012
Government of Alberta May 2010 - September 2011
Skills
Customer Service, Team Leadership, Microsoft Excel, Microsoft Office, Event Planning, Human Resources, Marketing, Management, Budgets, Leadership, Teamwork, Time Management, Retail, Accounting, Market Research
Education
University of Alberta 2008 — 2012
BComm, Marketing
RBC Dominion Securities August 2014 - Present
RBC Dominion Securities October 2013 - July 2014
Value Drug Mart October 2012 - October 2013
Value Drug Mart April 2012 - September 2012
Government of Alberta October 2011 - April 2012
Government of Alberta May 2010 - September 2011
Skills
Customer Service, Team Leadership, Microsoft Excel, Microsoft Office, Event Planning, Human Resources, Marketing, Management, Budgets, Leadership, Teamwork, Time Management, Retail, Accounting, Market Research
Education
University of Alberta 2008 — 2012
BComm, Marketing
Cheryl Sonley Cheryl Sonley's RBC Dominion Securities Experience 2006 - 2007
Job Levis Fine Art Auctions, Appraisals & Art Storage
Industry Fine Art
Experience
Levis Fine Art Auctions February 2008 - Present
RBC Dominion Securities 2006 - 2007
Victoria Pub Co. 2001 - 2006
Skills
Customer Service, Art Appraisals, Event Planning, Research, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Time Management, Teamwork, Data Entry, Administrative..., Event Management, Critical Thinking, Non-profits, Insurance, Art, Photography, Data Analysis, Auctions, Small Business, Fine Art, Art History, Appraisals, Management, Galleries, Storage Solutions
Education
The University of Calgary 1999 — 2004
Bachelor of Arts (B.A.), Sociology and Psychology
ISA - International Society of Appraisers 2013 — 2015
Member, Fine Art Appraiser
Canadian Personal Property Appraisal Group 2012 — 2014
Member February 2013 to present, Fine Art
Levis Fine Art Auctions February 2008 - Present
RBC Dominion Securities 2006 - 2007
Victoria Pub Co. 2001 - 2006
Skills
Customer Service, Art Appraisals, Event Planning, Research, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Time Management, Teamwork, Data Entry, Administrative..., Event Management, Critical Thinking, Non-profits, Insurance, Art, Photography, Data Analysis, Auctions, Small Business, Fine Art, Art History, Appraisals, Management, Galleries, Storage Solutions
Education
The University of Calgary 1999 — 2004
Bachelor of Arts (B.A.), Sociology and Psychology
ISA - International Society of Appraisers 2013 — 2015
Member, Fine Art Appraiser
Canadian Personal Property Appraisal Group 2012 — 2014
Member February 2013 to present, Fine Art
Esther Malenfant Esther Malenfant's RBC Dominion Securities Experience May 1989 - July 1995
Job Conseillère en placement at Valeurs Mobilières Banque Laurentienne
Industry Financial Services
Experience
Valeurs Mobilières Banque Laurentienne November 2012 - Present
TD Waterhouse September 2006 - October 2012
BMO Nesbitt Burns September 2004 - September 2006
Desjardins Securities May 1995 - April 2003
RBC Dominion Securities May 1989 - July 1995
Skills
Investments, Securities, Mutual Funds, Wealth Management, Portfolio Management, Investment Strategies
Education
Université de Montréal
Nutrition
Valeurs Mobilières Banque Laurentienne November 2012 - Present
TD Waterhouse September 2006 - October 2012
BMO Nesbitt Burns September 2004 - September 2006
Desjardins Securities May 1995 - April 2003
RBC Dominion Securities May 1989 - July 1995
Skills
Investments, Securities, Mutual Funds, Wealth Management, Portfolio Management, Investment Strategies
Education
Université de Montréal
Nutrition
Brad Poulter Brad Poulter's RBC Dominion Securities Experience February 2006 - November 2011
Job Investment Associate at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod March 2012 - Present
RBC Dominion Securities February 2006 - November 2011
BNI 2009 - 2009
RBC Royal Bank 2003 - 2006
Skills
Wealth Management, Investment Management, Contact Management, Retirement Planning, Investment Strategies, Portfolio Management, Trading
Education
University of Alberta 1990 — 1995
BComm, Finance
Queen Elizabeth Composite Hgh School
Bachelor of Commerce (B.Com.), Finance, General
ScotiaMcLeod March 2012 - Present
RBC Dominion Securities February 2006 - November 2011
BNI 2009 - 2009
RBC Royal Bank 2003 - 2006
Skills
Wealth Management, Investment Management, Contact Management, Retirement Planning, Investment Strategies, Portfolio Management, Trading
Education
University of Alberta 1990 — 1995
BComm, Finance
Queen Elizabeth Composite Hgh School
Bachelor of Commerce (B.Com.), Finance, General
Reginald Gilmour Reginald Gilmour's RBC Dominion Securities Experience 1985 - 1990
Job Chief Investment Officer, Euro Atlantic Investment Mgmt.
Industry Investment Management
Experience
Euro Atlantic Investment Management LLC January 2003 - Present
Euro Atlantic Capital Corp. 1994 - 2003
Burns Fry Limited, now BMO Nesbitt Burns Inc. 1990 - 1994
RBC Dominion Securities 1985 - 1990
Skills
Investment Banking, Mergers, Venture Capital, Private Equity, Investments, Private Placements, Management, Mergers & Acquisitions, Equities, Asset Management, Business Valuation, Capital, Financial Structuring, Structured Finance, Start-ups, Investor Relations, Funding, Capital Markets, IPO
Education
University of Alberta
Economics, Finance
Euro Atlantic Investment Management LLC January 2003 - Present
Euro Atlantic Capital Corp. 1994 - 2003
Burns Fry Limited, now BMO Nesbitt Burns Inc. 1990 - 1994
RBC Dominion Securities 1985 - 1990
Skills
Investment Banking, Mergers, Venture Capital, Private Equity, Investments, Private Placements, Management, Mergers & Acquisitions, Equities, Asset Management, Business Valuation, Capital, Financial Structuring, Structured Finance, Start-ups, Investor Relations, Funding, Capital Markets, IPO
Education
University of Alberta
Economics, Finance
Clare Forshaw's RBC Dominion Securities Experience March 1987 - August 2015
Job BA, CIM, FMA, CIWP
Industry Investment Management
Experience
RBC Dominion Securities March 1987 - August 2015
Skills
Portfolio Management, Investment Advisory, Financial Planning, Strategic Financial..., Investment Strategies, Asset Allocation, Wealth Management, Bonds, Financial Services, Investment Management, Finance, High Net Worth..., Mutual Funds, Asset Management, Retirement, Financial Advisory, Investments, Hedge Funds, Securities, ETFs, Retirement Planning, Equities, Wealth, Estate Planning, Options, Alternative Investments, Financial Markets, Fixed Income
Education
University of Guelph 1983 — 1986
BA, Management and Economics
Woodlands High School 1977 — 1982
RBC Dominion Securities March 1987 - August 2015
Skills
Portfolio Management, Investment Advisory, Financial Planning, Strategic Financial..., Investment Strategies, Asset Allocation, Wealth Management, Bonds, Financial Services, Investment Management, Finance, High Net Worth..., Mutual Funds, Asset Management, Retirement, Financial Advisory, Investments, Hedge Funds, Securities, ETFs, Retirement Planning, Equities, Wealth, Estate Planning, Options, Alternative Investments, Financial Markets, Fixed Income
Education
University of Guelph 1983 — 1986
BA, Management and Economics
Woodlands High School 1977 — 1982
COLPRON YVES COLPRON YVES's RBC Dominion Securities Experience September 1990 - December 2005
Job First Vice President,Branch Manager,Portfolio manager at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy October 2011 - Present
Valeurs mobilieres HSBC May 2006 - October 2011
RBC Dominion Securities September 1990 - December 2005
Skills
Investments, Financial Services, Sales Management, Fixed Income Portfolio..., Portfolio Management
Education
1983 — 1986
b com, administration
jbm 1971 — 1977
secondaire, general
CIBC Wood Gundy October 2011 - Present
Valeurs mobilieres HSBC May 2006 - October 2011
RBC Dominion Securities September 1990 - December 2005
Skills
Investments, Financial Services, Sales Management, Fixed Income Portfolio..., Portfolio Management
Education
1983 — 1986
b com, administration
jbm 1971 — 1977
secondaire, general
Patrick Himmelheber's RBC Dominion Securities Experience March 2012 - Present
Job Investment Advisor
Industry Financial Services
Experience
RBC Dominion Securities March 2012 - Present
Education
University of Manitoba 2002 — 2005
Bachelor of Commerce - Honours
University of Applied Sciences Deggendorf, Germany 2000 — 2002
Bachelor of Commerce, Business Administration
RBC Dominion Securities March 2012 - Present
Education
University of Manitoba 2002 — 2005
Bachelor of Commerce - Honours
University of Applied Sciences Deggendorf, Germany 2000 — 2002
Bachelor of Commerce, Business Administration
Francois Beaucage, MBA, CIM Francois Beaucage, MBA, CIM's RBC Dominion Securities Experience September 2012 - Present
Job Gestionnaire de portefeuille associé chez RBC Dominion valeurs mobilières inc.
Industry Investment Management
Experience
RBC Dominion valeurs mobilières inc. December 2013 - Present
RBC Dominion Securities September 2012 - Present
Groupe Bordeleau Beaucage - Valeurs Mobilières Desjardins November 2011 - September 2012
Gestion Privée Desjardins September 2004 - December 2011
BNP Paribas November 1997 - February 2000
BMO- Banque de Montréal August 1995 - November 1997
Compagnie Trust Royal / Royal Trust Company August 1993 - August 1995
Skills
Wealth Management, Estate Planning, Investments, Retirement Planning, Mutual Funds, Investment Advisory
Education
École des Hautes Études Commerciales de Montréal 2011 — 2012
Fiscalité
Université du Québec à Montréal 1999 — 2003
MBA, Services financiers
Université de Montréal 1988 — 1991
B.Sc., Sciences Économiques
CEGEP de Saint-Laurent 1985 — 1987
RBC Dominion valeurs mobilières inc. December 2013 - Present
RBC Dominion Securities September 2012 - Present
Groupe Bordeleau Beaucage - Valeurs Mobilières Desjardins November 2011 - September 2012
Gestion Privée Desjardins September 2004 - December 2011
BNP Paribas November 1997 - February 2000
BMO- Banque de Montréal August 1995 - November 1997
Compagnie Trust Royal / Royal Trust Company August 1993 - August 1995
Skills
Wealth Management, Estate Planning, Investments, Retirement Planning, Mutual Funds, Investment Advisory
Education
École des Hautes Études Commerciales de Montréal 2011 — 2012
Fiscalité
Université du Québec à Montréal 1999 — 2003
MBA, Services financiers
Université de Montréal 1988 — 1991
B.Sc., Sciences Économiques
CEGEP de Saint-Laurent 1985 — 1987
Chris Grey Chris Grey's RBC Dominion Securities Experience June 2001 - Present
Job Vice President, Portfolio Manager & Wealth Advisor, RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities June 2001 - Present
University of Alberta September 2012 - Present
Alberta School of Business, University of Alberta June 2012 - June 2013
Alberta School of Business, University of Alberta June 2010 - June 2012
Bank of Nova Scotia June 1995 - June 2001
Skills
Wealth Management, Estate Planning, Investments, Portfolio Management, Business Planning, Mortgage Lending, Retirement, Finance, Risk Management, Credit Analysis, Insurance, Investment Management, Strategic Financial..., Economics, Mutual Funds, Investment Strategies, Financial Analysis, Financial Planning, Management
Education
University of Alberta 1993 — 1995
MBA, Finance, Organizational Change
University of Alberta 1988 — 1992
BA, Economics, Political Science
Strathcona
RBC Dominion Securities June 2001 - Present
University of Alberta September 2012 - Present
Alberta School of Business, University of Alberta June 2012 - June 2013
Alberta School of Business, University of Alberta June 2010 - June 2012
Bank of Nova Scotia June 1995 - June 2001
Skills
Wealth Management, Estate Planning, Investments, Portfolio Management, Business Planning, Mortgage Lending, Retirement, Finance, Risk Management, Credit Analysis, Insurance, Investment Management, Strategic Financial..., Economics, Mutual Funds, Investment Strategies, Financial Analysis, Financial Planning, Management
Education
University of Alberta 1993 — 1995
MBA, Finance, Organizational Change
University of Alberta 1988 — 1992
BA, Economics, Political Science
Strathcona
Rob Purdy Rob Purdy's RBC Dominion Securities Experience January 1993 - February 1998
Job Principal, Purdy & Partners Inc.
Industry Investment Banking
Experience
Purdy & Partners Inc. January 2009 - Present
Peters & Co. Limited February 2003 - January 2009
Canaccord Capital / Financial April 1998 - January 2003
RBC Dominion Securities January 1993 - February 1998
Skills
Equities, Investments, Investment Banking, Portfolio Management, Asset Management, Venture Finance, New Venture Development, Asset Managment, Venture Financing, Private Equity, Venture Capital, Start-ups, Entrepreneurship, Investor Relations, Investment Advisory, Finance, Financial Analysis, Mergers & Acquisitions, Business Development, Business Analysis, Mutual Funds, Investment Management, Trading, Valuation, Securities, Corporate Finance, Due Diligence, Private Placements, Financial Modeling, Capital Markets, Corporate Development, IPO, Equity Research, Financial Structuring, Divestitures, Alternative Investments, Business Valuation, LBO, Equity Valuation, Joint Ventures, Investment Strategies, Funding, Project Finance, Emerging Markets, Hedge Funds
Education
University of Calgary 1988 — 1993
B. Comm., Finance, Marketing, IT, Legal Studies
Central Memorial 1985 — 1988
Rockin High School, Just Growing Up!
Purdy & Partners Inc. January 2009 - Present
Peters & Co. Limited February 2003 - January 2009
Canaccord Capital / Financial April 1998 - January 2003
RBC Dominion Securities January 1993 - February 1998
Skills
Equities, Investments, Investment Banking, Portfolio Management, Asset Management, Venture Finance, New Venture Development, Asset Managment, Venture Financing, Private Equity, Venture Capital, Start-ups, Entrepreneurship, Investor Relations, Investment Advisory, Finance, Financial Analysis, Mergers & Acquisitions, Business Development, Business Analysis, Mutual Funds, Investment Management, Trading, Valuation, Securities, Corporate Finance, Due Diligence, Private Placements, Financial Modeling, Capital Markets, Corporate Development, IPO, Equity Research, Financial Structuring, Divestitures, Alternative Investments, Business Valuation, LBO, Equity Valuation, Joint Ventures, Investment Strategies, Funding, Project Finance, Emerging Markets, Hedge Funds
Education
University of Calgary 1988 — 1993
B. Comm., Finance, Marketing, IT, Legal Studies
Central Memorial 1985 — 1988
Rockin High School, Just Growing Up!
Josianne David Josianne David's RBC Dominion Securities Experience May 1997 - February 1998
Job Analyst at National Bank of Canada
Industry Banking
Experience
National Bank of Canada February 1998 - Present
RBC Dominion Securities May 1997 - February 1998
Skills
Efficiency, Fast Learner, Microsoft Office, Team Leadership, Client Service Oriented, Multi Tasking, Diplomacy, Empathy, Operational Support
Education
Université du Québec à Montréal / UQAM 1994 — 1996
Bachelor's degree, Counseling Psychology
Cegep Edouard-Montpetit 1992 — 1994
National Bank of Canada February 1998 - Present
RBC Dominion Securities May 1997 - February 1998
Skills
Efficiency, Fast Learner, Microsoft Office, Team Leadership, Client Service Oriented, Multi Tasking, Diplomacy, Empathy, Operational Support
Education
Université du Québec à Montréal / UQAM 1994 — 1996
Bachelor's degree, Counseling Psychology
Cegep Edouard-Montpetit 1992 — 1994
Andrew Reynolds BSc, MSc, CSC, PFP Andrew Reynolds BSc, MSc, CSC, PFP's RBC Dominion Securities Experience January 1980 - January 1986
Job BMO Financial Group
Industry Banking
Experience
BMO Financial Group May 2015 - Present
Precision Financial Planning June 2014 - May 2015
Manulife Financial March 2010 - June 2014
RBC 2001 - April 2010
Investors Group 1986 - 2001
RBC Dominion Securities January 1980 - January 1986
Skills
Investments, Mortgage Lending, Mutual Funds, Banking, Finance, Wealth Management, Retirement Planning, Sales Management, Customer Service, Financial Advisory, Portfolio Management, Financial Services, Insurance, Strategic Financial..., Residential Mortgages, Loans, Retirement, Investment Advisory, Critical Illness, Credit, Management, Bonds, Mortgage Marketing, Relationship Management, Refinance, Investment Strategies, Securities, Risk Management, Sales, Retail Banking, Credit Analysis, Investment Management, Investment Properties
Education
Canadian Securities Institute 1999 — 2000
CSC, securities selection
University of Guelph 1970 — 1976
M.Sc., Economics
REMIC
Ontario Mortgage Agents Course MAC
U.S. Securities & Exchange Commission (SEC)
Series 7 Certification, Securities Licensing
BMO Financial Group May 2015 - Present
Precision Financial Planning June 2014 - May 2015
Manulife Financial March 2010 - June 2014
RBC 2001 - April 2010
Investors Group 1986 - 2001
RBC Dominion Securities January 1980 - January 1986
Skills
Investments, Mortgage Lending, Mutual Funds, Banking, Finance, Wealth Management, Retirement Planning, Sales Management, Customer Service, Financial Advisory, Portfolio Management, Financial Services, Insurance, Strategic Financial..., Residential Mortgages, Loans, Retirement, Investment Advisory, Critical Illness, Credit, Management, Bonds, Mortgage Marketing, Relationship Management, Refinance, Investment Strategies, Securities, Risk Management, Sales, Retail Banking, Credit Analysis, Investment Management, Investment Properties
Education
Canadian Securities Institute 1999 — 2000
CSC, securities selection
University of Guelph 1970 — 1976
M.Sc., Economics
REMIC
Ontario Mortgage Agents Course MAC
U.S. Securities & Exchange Commission (SEC)
Series 7 Certification, Securities Licensing
Jessica Albrechtsen Jessica Albrechtsen's RBC Dominion Securities Experience February 2013 - Present
Job Associate at RBC Dominion Securities
Industry Capital Markets
Experience
RBC Dominion Securities February 2013 - Present
RBC Dominion Securities May 2009 - January 2013
Skills
Investments, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Strategic Financial..., Microsoft Excel, Teamwork, Finance, Microsoft Office, Market Research, Time Management, Equities, Financial Planning, Portfolio Management
Education
University of Manitoba 2007 — 2012
Commerce Degree, Finance
RBC Dominion Securities February 2013 - Present
RBC Dominion Securities May 2009 - January 2013
Skills
Investments, Financial Analysis, Valuation, Financial Modeling, Corporate Finance, Strategic Financial..., Microsoft Excel, Teamwork, Finance, Microsoft Office, Market Research, Time Management, Equities, Financial Planning, Portfolio Management
Education
University of Manitoba 2007 — 2012
Commerce Degree, Finance
Elwood Enns's RBC Dominion Securities Experience 1991 - Present
Job Vice President and Director | Investment Advisor
Industry Investment Management
Experience
RBC Dominion Securities 1991 - Present
Education
Trinity Seminary and University of Liverpool 2001 — 2011
Ph.D., Church History
Univerity of Saskatchewan
M.B.A, Finance
University of Manitoba
B.A., Political Science
RBC Dominion Securities 1991 - Present
Education
Trinity Seminary and University of Liverpool 2001 — 2011
Ph.D., Church History
Univerity of Saskatchewan
M.B.A, Finance
University of Manitoba
B.A., Political Science
Jonathan Somerville Jonathan Somerville's RBC Dominion Securities Experience June 2008 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities June 2008 - Present
RBC Dominion Securities January 2002 - May 2008
Skills
Wealth Management, Investment Advisory, Securities, Mutual Funds, Investments, Investment Strategies, Strategic Financial..., Retirement Planning, Wealth Management..., Retirement, Financial Advisory, Wealth, Asset Allocation, Critical Illness, Estate Planning, Financial Planning
Education
University of Guelph 2002 — 2007
Honours BCOMM, BA, Economics, Psychology
RBC Dominion Securities June 2008 - Present
RBC Dominion Securities January 2002 - May 2008
Skills
Wealth Management, Investment Advisory, Securities, Mutual Funds, Investments, Investment Strategies, Strategic Financial..., Retirement Planning, Wealth Management..., Retirement, Financial Advisory, Wealth, Asset Allocation, Critical Illness, Estate Planning, Financial Planning
Education
University of Guelph 2002 — 2007
Honours BCOMM, BA, Economics, Psychology
Nathalie Courval Nathalie Courval's RBC Dominion Securities Experience 1995 - 1999
Job M&A Specialist at Courval Pontbriand Inc.
Industry Investment Banking
Experience
Courval Pontbriand Inc. June 2002 - Present
Avix Funds 1999 - 2001
RBC Dominion Securities 1995 - 1999
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Financial Structuring, Corporate Development, M&A experience, Asset Management, Investments, Private Equity
Education
Université du Québec à Montréal 1992 — 1995
Bachelor's Degree in Accounting
Université du Québec à Montréal 1991 — 1992
Minor in Economics
Courval Pontbriand Inc. June 2002 - Present
Avix Funds 1999 - 2001
RBC Dominion Securities 1995 - 1999
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Financial Structuring, Corporate Development, M&A experience, Asset Management, Investments, Private Equity
Education
Université du Québec à Montréal 1992 — 1995
Bachelor's Degree in Accounting
Université du Québec à Montréal 1991 — 1992
Minor in Economics
Bourget-Prevost Neige Bourget-Prevost Neige's RBC Dominion Securities Experience November 2008 - February 2010
Job Associée chez Claude Prévost et Associés Inc. Consultant en transport vertical
Industry Mechanical or Industrial Engineering
Experience
Claude Prévost et Associés Inc. 2011 - Present
Fédération québécoise des massothérapeutes February 2010 - December 2010
RBC Dominion Securities November 2008 - February 2010
Edumicro January 2005 - October 2008
Education
Université de Sherbrooke 2004 — 2007
BACC, Communications
Cégep Lionel-Groulx
Claude Prévost et Associés Inc. 2011 - Present
Fédération québécoise des massothérapeutes February 2010 - December 2010
RBC Dominion Securities November 2008 - February 2010
Edumicro January 2005 - October 2008
Education
Université de Sherbrooke 2004 — 2007
BACC, Communications
Cégep Lionel-Groulx
Toni San Gabriel Toni San Gabriel's RBC Dominion Securities Experience May 2008 - January 2010
Job Associate Product Manager at Richardson GMP
Industry Financial Services
Experience
Richardson GMP September 2015 - Present
HollisWealth, Scotiabank Global Wealth & Insurance June 2000 - September 2015
RBC Dominion Securities May 2008 - January 2010
RBC Dominion Securities February 2007 - May 2008
Skills
Customer Service, Time Management, Investment Strategies, Microsoft Excel, Social Media, Financial Services, Marketing, Social Media Marketing, Microsoft Office, Microsoft Word, Mutual Funds, Investments, Wealth Management, Data Entry, Account Management, Event Planning, Sales Management, Investment Management, PowerPoint, Portfolio Management, Management, Marketing Strategy, Event Management, Social Networking, Sales, Online Marketing, Marketing Communications, Financial Analysis, Email Marketing, Securities, Leadership, Insurance, Retirement Planning, Relationship Management, Retirement, Investment Advisory, Bloomberg Terminal, Bloomberg
Education
Richmond School of Commerce
Legal Assistant/Law Clerk
Toronto School of Business
Accounting
Richardson GMP September 2015 - Present
HollisWealth, Scotiabank Global Wealth & Insurance June 2000 - September 2015
RBC Dominion Securities May 2008 - January 2010
RBC Dominion Securities February 2007 - May 2008
Skills
Customer Service, Time Management, Investment Strategies, Microsoft Excel, Social Media, Financial Services, Marketing, Social Media Marketing, Microsoft Office, Microsoft Word, Mutual Funds, Investments, Wealth Management, Data Entry, Account Management, Event Planning, Sales Management, Investment Management, PowerPoint, Portfolio Management, Management, Marketing Strategy, Event Management, Social Networking, Sales, Online Marketing, Marketing Communications, Financial Analysis, Email Marketing, Securities, Leadership, Insurance, Retirement Planning, Relationship Management, Retirement, Investment Advisory, Bloomberg Terminal, Bloomberg
Education
Richmond School of Commerce
Legal Assistant/Law Clerk
Toronto School of Business
Accounting
Catherine Landry Catherine Landry's RBC Dominion Securities Experience December 2014 - Present
Job Conseillère adjointe chez RBC Dominion Securities
Industry Banking
Experience
RBC Dominion Securities December 2014 - Present
Financière Banque Nationale November 2013 - December 2014
Financière Banque Nationale May 2013 - November 2013
Financière Banque Nationale May 2010 - May 2013
Education
Canadian Securities Institute - CSI 2015 — 2015
Cours relatif au manuel sur les normes de conduite, Valeurs mobilières
Canadian Securities Institute - CSI 2014 — 2015
Cours sur le commerce des valeurs mobilières au Canada, Valeurs mobilières
Université de Montréal 2009 — 2013
Baccalauréat en Urbanisme
RBC Dominion Securities December 2014 - Present
Financière Banque Nationale November 2013 - December 2014
Financière Banque Nationale May 2013 - November 2013
Financière Banque Nationale May 2010 - May 2013
Education
Canadian Securities Institute - CSI 2015 — 2015
Cours relatif au manuel sur les normes de conduite, Valeurs mobilières
Canadian Securities Institute - CSI 2014 — 2015
Cours sur le commerce des valeurs mobilières au Canada, Valeurs mobilières
Université de Montréal 2009 — 2013
Baccalauréat en Urbanisme
Philippe Ouellette Philippe Ouellette's RBC Dominion Securities Experience December 2000 - Present
Job Conseiller associé chez RBC Dominion Valeurs Mobilières
Industry Financial Services
Experience
RBC Dominion Securities December 2000 - Present
Education
Université du Québec à Montréal 2002 — 2005
RBC Dominion Securities December 2000 - Present
Education
Université du Québec à Montréal 2002 — 2005
Travis Turenne's RBC Dominion Securities Experience February 2015 - July 2015
Job Associate at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities February 2015 - July 2015
CIBC February 2013 - February 2015
Combined Insurance 2011 - 2011
Skills
Portfolio Management, Finance, Investments, Customer Service, Financial Services, Valuation
Education
CFA Institute 2014 — 2015
Chartered Financial Analyst - Passed Level 2
The University of Winnipeg 2009 — 2013
Bachelor of Arts (B.A.), Economics
RBC Dominion Securities February 2015 - July 2015
CIBC February 2013 - February 2015
Combined Insurance 2011 - 2011
Skills
Portfolio Management, Finance, Investments, Customer Service, Financial Services, Valuation
Education
CFA Institute 2014 — 2015
Chartered Financial Analyst - Passed Level 2
The University of Winnipeg 2009 — 2013
Bachelor of Arts (B.A.), Economics
Jane McKay-Nesbitt, Ph.D. Jane McKay-Nesbitt, Ph.D.'s RBC Dominion Securities Experience 1997 - 2003
Job Associate Professor, Marketing at Bryant University
Industry Higher Education
Experience
Bryant University August 2008 - Present
RBC Dominion Securities 1997 - 2003
RBC Royal Bank 1992 - 1997
RBC Royal Trust 1986 - 1991
Skills
Social Marketing, Consumer Behaviour, Professional Selling, Marketing Strategy, Persuasion, Marketing Education, Financial Services, Marketing
Education
University of Manitoba 2004 — 2008
Ph.D., Marketing
Bryant University August 2008 - Present
RBC Dominion Securities 1997 - 2003
RBC Royal Bank 1992 - 1997
RBC Royal Trust 1986 - 1991
Skills
Social Marketing, Consumer Behaviour, Professional Selling, Marketing Strategy, Persuasion, Marketing Education, Financial Services, Marketing
Education
University of Manitoba 2004 — 2008
Ph.D., Marketing
Kimberley Ling's RBC Dominion Securities Experience January 2009 - April 2009
Job J.D. Candidate 2017, Osgoode Hall Law School
Industry Higher Education
Experience
Wayne County Corporation Counsel May 2015 - July 2015
EY September 2011 - August 2013
Rotman School of Management September 2009 - May 2011
Rotman School of Management October 2009 - April 2011
Scotia Capital May 2010 - August 2010
RBC Dominion Securities January 2009 - April 2009
Skills
Corporate Finance, Data Analysis, Financial Analysis, Valuation, Financial Modeling, Capital Markets, Bloomberg, Financial Reporting, Economics, VBA, Equity Research, Microsoft Excel
Education
York University - Osgoode Hall Law School 2015 — 2017
Juris Doctor (J.D.)
University of Detroit Mercy 2014 — 2015
Juris Doctor (J.D.), Dual J.D. Program
University of Windsor 2014 — 2015
Juris Doctor (J.D.), Dual J.D. Program
University of Toronto - Rotman School of Management 2007 — 2011
Bachelor of Commerce (B.Com.), Specialist in Commerce and Finance, Major in Economics (Distinction)
Wayne County Corporation Counsel May 2015 - July 2015
EY September 2011 - August 2013
Rotman School of Management September 2009 - May 2011
Rotman School of Management October 2009 - April 2011
Scotia Capital May 2010 - August 2010
RBC Dominion Securities January 2009 - April 2009
Skills
Corporate Finance, Data Analysis, Financial Analysis, Valuation, Financial Modeling, Capital Markets, Bloomberg, Financial Reporting, Economics, VBA, Equity Research, Microsoft Excel
Education
York University - Osgoode Hall Law School 2015 — 2017
Juris Doctor (J.D.)
University of Detroit Mercy 2014 — 2015
Juris Doctor (J.D.), Dual J.D. Program
University of Windsor 2014 — 2015
Juris Doctor (J.D.), Dual J.D. Program
University of Toronto - Rotman School of Management 2007 — 2011
Bachelor of Commerce (B.Com.), Specialist in Commerce and Finance, Major in Economics (Distinction)
Martin Roy Martin Roy's RBC Dominion Securities Experience October 2010 - Present
Job VP & Portfolio Manager, RBC Wealth Management
Industry Financial Services
Experience
RBC Dominion Securities October 2010 - Present
RBC Wealth Management October 2010 - Present
ScotiaMcLeod August 1995 - October 2010
Skills
Wealth Management, Investment Advisory, Investment Strategies, Asset Allocation, Mutual Funds, Wealth, Financial Advisory, Investment Management, Fixed Income, ETFs, Securities, Portfolio Management, Alternative Investments, Retirement, Strategic Financial..., Retirement Planning, Finance, Financial Analysis, Bonds, Wealth Management..., Investments, High Net Worth..., Estate Planning, Asset Management, Equities
Education
Université du Québec 1989 — 1994
Baccalauréat, Sc. économiques
RBC Dominion Securities October 2010 - Present
RBC Wealth Management October 2010 - Present
ScotiaMcLeod August 1995 - October 2010
Skills
Wealth Management, Investment Advisory, Investment Strategies, Asset Allocation, Mutual Funds, Wealth, Financial Advisory, Investment Management, Fixed Income, ETFs, Securities, Portfolio Management, Alternative Investments, Retirement, Strategic Financial..., Retirement Planning, Finance, Financial Analysis, Bonds, Wealth Management..., Investments, High Net Worth..., Estate Planning, Asset Management, Equities
Education
Université du Québec 1989 — 1994
Baccalauréat, Sc. économiques
Paul Hippel Paul Hippel's RBC Dominion Securities Experience March 2006 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities March 2006 - Present
National Bank Financial September 1999 - October 2005
Kroll 1997 - 1999
Skills
Estate Planning, Financial Analysis, Wealth Management, Asset Allocation, Equities, Capital Markets, Financial Modeling, Investments, Investment Strategies, Mutual Funds, Investment Advisory, Investment Management, Wealth Management..., Retirement Planning
Education
The University of British Columbia 1990 — 1994
Commerce, Accounting
RBC Dominion Securities March 2006 - Present
National Bank Financial September 1999 - October 2005
Kroll 1997 - 1999
Skills
Estate Planning, Financial Analysis, Wealth Management, Asset Allocation, Equities, Capital Markets, Financial Modeling, Investments, Investment Strategies, Mutual Funds, Investment Advisory, Investment Management, Wealth Management..., Retirement Planning
Education
The University of British Columbia 1990 — 1994
Commerce, Accounting
David Tims David Tims's RBC Dominion Securities Experience June 1989 - December 1997
Job Managing Director, RBC Capital Markets
Industry Investment Banking
Experience
University of Alberta June 2015 - Present
RBC Capital Markets June 2009 - Present
Sauder School of Business at UBC 1994 - Present
TD Securities Inc January 1998 - December 2008
RBC Dominion Securities June 1989 - December 1997
Skills
Fixed Income, Capital Markets, Bonds, Lecturing, Proprietary Trading, FX Options, Market Risk, Currency, Derivatives, Equities, Trading, Valuation, Bloomberg, Portfolio Management, Financial Modeling
Education
University of Alberta 1985 — 1987
MBA, Accounting and Finance
University of Alberta June 2015 - Present
RBC Capital Markets June 2009 - Present
Sauder School of Business at UBC 1994 - Present
TD Securities Inc January 1998 - December 2008
RBC Dominion Securities June 1989 - December 1997
Skills
Fixed Income, Capital Markets, Bonds, Lecturing, Proprietary Trading, FX Options, Market Risk, Currency, Derivatives, Equities, Trading, Valuation, Bloomberg, Portfolio Management, Financial Modeling
Education
University of Alberta 1985 — 1987
MBA, Accounting and Finance
Sagaana Mahendramohan Sagaana Mahendramohan's RBC Dominion Securities Experience September 2011 - December 2011
Job Project Specialist at Bell
Industry Marketing and Advertising
Experience
Bell September 2015 - Present
Bell September 2014 - Present
Bell February 2015 - September 2015
York Marketing Association April 2013 - April 2014
AkzoNobel May 2012 - September 2012
RBC Dominion Securities September 2011 - December 2011
Wal-Mart Canada July 2010 - September 2011
MP Accounting and Financial Services Inc. April 2011 - August 2011
Skills
Teamwork, Microsoft Office, Marketing, Management, Time Management, Strategy, Team Leadership, Microsoft Excel, Market Research, Leadership, PowerPoint, Social Media, Event Planning, Microsoft Word, Marketing Communications, Marketing Strategy, Social Media Marketing, Event Management, Social Networking, Sales, Research, Public Speaking, Data Analysis, Fundraising, Marketing Research, Advertising
Education
York University - Schulich School of Business 2010 — 2014
International Bachelors of Business Administration, Marketing
Université Paris Dauphine 2013 — 2013
International Bachelors of Business Administration, Exchange Term
Bell September 2015 - Present
Bell September 2014 - Present
Bell February 2015 - September 2015
York Marketing Association April 2013 - April 2014
AkzoNobel May 2012 - September 2012
RBC Dominion Securities September 2011 - December 2011
Wal-Mart Canada July 2010 - September 2011
MP Accounting and Financial Services Inc. April 2011 - August 2011
Skills
Teamwork, Microsoft Office, Marketing, Management, Time Management, Strategy, Team Leadership, Microsoft Excel, Market Research, Leadership, PowerPoint, Social Media, Event Planning, Microsoft Word, Marketing Communications, Marketing Strategy, Social Media Marketing, Event Management, Social Networking, Sales, Research, Public Speaking, Data Analysis, Fundraising, Marketing Research, Advertising
Education
York University - Schulich School of Business 2010 — 2014
International Bachelors of Business Administration, Marketing
Université Paris Dauphine 2013 — 2013
International Bachelors of Business Administration, Exchange Term
Frances Cheng, CFA,MBA,FRM,CAIA,CFP's RBC Dominion Securities Experience 2000 - 2002
Job Risk Management | Compliance | Investment Management
Industry Investment Management
Experience
Sun Life Financial 2015 - Present
TD 2014 - 2015
BMO Financial Group 2013 - 2014
Legg Mason Canada 2012 - 2013
RBC 2008 - 2012
Raymond James Ltd. 2005 - 2008
BMO Nesbitt Burns 2002 - 2005
RBC Dominion Securities 2000 - 2002
CIBC 1995 - 2000
Skills
Bloomberg, Capital Markets, Wealth Management, Alternative Investments, Portfolio Management, Investments, Strategic Financial..., Corporate Finance, Risk Management, Microsoft Excel, Investment Management, Derivatives Trading, Structured Products, ETFs, Insurance
Education
The University of Hull
Master of Business Administration (MBA), Finance and Investment, with Distinction and "Overall Best Student" Award
Canadian Securities Institute (CSI) 1995 — 2011
Sun Life Financial 2015 - Present
TD 2014 - 2015
BMO Financial Group 2013 - 2014
Legg Mason Canada 2012 - 2013
RBC 2008 - 2012
Raymond James Ltd. 2005 - 2008
BMO Nesbitt Burns 2002 - 2005
RBC Dominion Securities 2000 - 2002
CIBC 1995 - 2000
Skills
Bloomberg, Capital Markets, Wealth Management, Alternative Investments, Portfolio Management, Investments, Strategic Financial..., Corporate Finance, Risk Management, Microsoft Excel, Investment Management, Derivatives Trading, Structured Products, ETFs, Insurance
Education
The University of Hull
Master of Business Administration (MBA), Finance and Investment, with Distinction and "Overall Best Student" Award
Canadian Securities Institute (CSI) 1995 — 2011
Nathalie Levesque, FCSI's RBC Dominion Securities Experience 2007 - Present
Job VicePrésidente et Gestionnaire de portefeuille chez RBC Dominion valeurs mobilières
Industry Investment Management
Experience
RBC Dominion Securities 2007 - Present
RBC Dominion Securities 2000 - 2007
RBC Dominion Securities 1993 - 2000
Skills
Portfolio Management, Mutual Funds, Investments, Wealth Management, Investment Strategies, Asset Management, Asset Allocation, Strategic Financial..., Retirement Planning, Equities, Investment Advisory, High Net Worth..., Investment Management, Securities, Fixed Income, Financial Analysis
Education
Université de Sherbrooke 1989 — 1991
bacc., Finance
Cegep Montmorency
RBC Dominion Securities 2007 - Present
RBC Dominion Securities 2000 - 2007
RBC Dominion Securities 1993 - 2000
Skills
Portfolio Management, Mutual Funds, Investments, Wealth Management, Investment Strategies, Asset Management, Asset Allocation, Strategic Financial..., Retirement Planning, Equities, Investment Advisory, High Net Worth..., Investment Management, Securities, Fixed Income, Financial Analysis
Education
Université de Sherbrooke 1989 — 1991
bacc., Finance
Cegep Montmorency
Pierrich Picard Pierrich Picard's RBC Dominion Securities Experience 2010 - February 2012
Job VicePresident Business Development at Busbud
Industry Information Technology and Services
Experience
Busbud March 2014 - July 2015
Busbud March 2013 - March 2014
RBC Dominion Securities 2010 - February 2012
Canon Canada May 1998 - 2010
Skills
New Business Development, Sales Process, Account Management, Solution Selling, B2B, Business Development, Negotiation, Sales Management, Product Management, Sales, Project Management, Product Development, Management, Strategic Planning, Business Strategy, Leadership, Team Management, Direct Sales, Marketing Strategy
Education
Université du Québec à Montréal 1995 — 1998
Bachelor, Marketing
University of Miami - School of Business 1997 — 1997
Bachelor, marketing
Busbud March 2014 - July 2015
Busbud March 2013 - March 2014
RBC Dominion Securities 2010 - February 2012
Canon Canada May 1998 - 2010
Skills
New Business Development, Sales Process, Account Management, Solution Selling, B2B, Business Development, Negotiation, Sales Management, Product Management, Sales, Project Management, Product Development, Management, Strategic Planning, Business Strategy, Leadership, Team Management, Direct Sales, Marketing Strategy
Education
Université du Québec à Montréal 1995 — 1998
Bachelor, Marketing
University of Miami - School of Business 1997 — 1997
Bachelor, marketing
Allison Cowan's RBC Dominion Securities Experience 1998 - 1999
Job Associate Director, Compensation Research Centre at The Conference Board of Canada
Industry Think Tanks
Experience
The Conference Board of Canada September 2013 - Present
The Conference Board of Canada 2008 - August 2013
The Conference Board of Canada 2000 - 2008
BGW 2000 - 2000
RBC Dominion Securities 1998 - 1999
Skills
Compensation, Benefits, Data Analysis, Research, Pensions, Talent Management, Performance Management, Organizational..., Human Resources, Qualitative Research, Employee Benefits, Employee Engagement, Succession Planning, Policy, Workshop Facilitation, Survey Design, Compensation & Benefit, Compensation & Benefits, Management, Program Management
Education
University of Guelph 1992 — 1996
Bachelor of Arts, Sociology
The Conference Board of Canada September 2013 - Present
The Conference Board of Canada 2008 - August 2013
The Conference Board of Canada 2000 - 2008
BGW 2000 - 2000
RBC Dominion Securities 1998 - 1999
Skills
Compensation, Benefits, Data Analysis, Research, Pensions, Talent Management, Performance Management, Organizational..., Human Resources, Qualitative Research, Employee Benefits, Employee Engagement, Succession Planning, Policy, Workshop Facilitation, Survey Design, Compensation & Benefit, Compensation & Benefits, Management, Program Management
Education
University of Guelph 1992 — 1996
Bachelor of Arts, Sociology
Archie Pedden, CFP, CPCA's RBC Dominion Securities Experience July 2009 - November 2010
Job Wealth Planner at HSBC
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management July 2015 - Present
CDSPI Advisory Services Inc. September 2011 - June 2015
RBC Dominion Securities July 2009 - November 2010
BMO Financial Group 2006 - 2009
Edward Jones Investments November 2003 - October 2006
PCI Geomatics September 1999 - November 2003
DMTI Spatial January 1998 - September 1999
Skills
Investments, Financial Planning, Retirement Planning, Wealth Management, Investment Advisory, Retirement, Mutual Funds, Financial Advisory, Estate Planning, Asset Allocation, Securities, Portfolio Management, Risk Management, High Net Worth..., Strategic Financial..., Investment Strategies, Wealth, Financial Planners, Finance, Wealth Management..., Certified Financial..., Investment Management, ETFs, Financial Services, Asset Management, Customer Service, Equities, Insurance, Relationship Management, Fixed Income
Education
University of Guelph 1990 — 1994
B.Sc., Honours Physical Geography
HSBC Retail Banking and Wealth Management July 2015 - Present
CDSPI Advisory Services Inc. September 2011 - June 2015
RBC Dominion Securities July 2009 - November 2010
BMO Financial Group 2006 - 2009
Edward Jones Investments November 2003 - October 2006
PCI Geomatics September 1999 - November 2003
DMTI Spatial January 1998 - September 1999
Skills
Investments, Financial Planning, Retirement Planning, Wealth Management, Investment Advisory, Retirement, Mutual Funds, Financial Advisory, Estate Planning, Asset Allocation, Securities, Portfolio Management, Risk Management, High Net Worth..., Strategic Financial..., Investment Strategies, Wealth, Financial Planners, Finance, Wealth Management..., Certified Financial..., Investment Management, ETFs, Financial Services, Asset Management, Customer Service, Equities, Insurance, Relationship Management, Fixed Income
Education
University of Guelph 1990 — 1994
B.Sc., Honours Physical Geography
Karim Jandali Karim Jandali's RBC Dominion Securities Experience January 2001 - Present
Job Vice President, Investment and Wealth Advisor, Associate Portfolio Manager at RBC Dominion Securities Inc.
Industry Investment Management
Experience
RBC Dominion Securiteis Inc. April 2001 - Present
RBC Dominion Securities January 2001 - Present
Skills
Strategic Financial..., Financial Advisory, Wealth Management..., Wealth Management, Investments, Investment Advisory, Wealth, Investment Strategies, Securities, Investment Management, Bonds, Alternative Investments, Equities, Mutual Funds, Retirement Planning, Financial Planning
Education
The University of British Columbia 1992 — 1996
Canadian Securities Institute
Canadian Securities Course, 2001
RBC Dominion Securiteis Inc. April 2001 - Present
RBC Dominion Securities January 2001 - Present
Skills
Strategic Financial..., Financial Advisory, Wealth Management..., Wealth Management, Investments, Investment Advisory, Wealth, Investment Strategies, Securities, Investment Management, Bonds, Alternative Investments, Equities, Mutual Funds, Retirement Planning, Financial Planning
Education
The University of British Columbia 1992 — 1996
Canadian Securities Institute
Canadian Securities Course, 2001
Thomas Robertson Thomas Robertson's RBC Dominion Securities Experience September 2009 - December 2009
Job Student at Law at Osler, Hoskin & Harcourt LLP
Industry Information Technology and Services
Experience
Osler, Hoskin & Harcourt LLP August 2015 - Present
Osler, Hoskin & Harcourt LLP May 2014 - August 2014
FlipGive September 2009 - August 2012
The Martin Prosperity Institute May 2010 - August 2010
RBC Dominion Securities September 2009 - December 2009
Tennis Canada May 2006 - August 2006
Skills
Project Planning, Project Coordination, Project Implementation, Operations Management, Funding, Online Marketing, Small Business..., New Business Development, Administration, Research, Market Research, Grant Writing, Report Writing, Marketing Communications, Business Development, Entrepreneurship, Project Management, Data Analysis, Strategy, Analysis, Management, Strategic Planning
Education
The University of Western Ontario 2012 — 2015
JD/MBA with Distinction
York University - Schulich School of Business 2005 — 2009
IBBA, International Business with Distinction
Université Paris Dauphine 2008 — 2008
Osler, Hoskin & Harcourt LLP August 2015 - Present
Osler, Hoskin & Harcourt LLP May 2014 - August 2014
FlipGive September 2009 - August 2012
The Martin Prosperity Institute May 2010 - August 2010
RBC Dominion Securities September 2009 - December 2009
Tennis Canada May 2006 - August 2006
Skills
Project Planning, Project Coordination, Project Implementation, Operations Management, Funding, Online Marketing, Small Business..., New Business Development, Administration, Research, Market Research, Grant Writing, Report Writing, Marketing Communications, Business Development, Entrepreneurship, Project Management, Data Analysis, Strategy, Analysis, Management, Strategic Planning
Education
The University of Western Ontario 2012 — 2015
JD/MBA with Distinction
York University - Schulich School of Business 2005 — 2009
IBBA, International Business with Distinction
Université Paris Dauphine 2008 — 2008
Nike Tam Nike Tam's RBC Dominion Securities Experience May 2015 - Present
Job Financial Professional
Industry Banking
Experience
RBC Dominion Securities May 2015 - Present
Push Print Inc. October 2013 - March 2014
TD April 2011 - May 2013
PepsiCo - Frito Lay April 2009 - April 2011
Skills
Credit, Customer Service, Sales, Financial Analysis, Investments, Retail Banking, Banking Solutions, Account Management, Management, Finance, Strategic Thinking, Microsoft Office, Loans, Custom Signs, Portfolio Management, Time Management, Credit Analysis, Mortgage Lending, Risk Management, CRM, Banking, Wealth Management, Mutual Funds, Financial Services, Retirement Planning
Education
Business Career College
LLQP - Life License Qualification Program
Canadian Securities Institution
University of Alberta
Bachelor of Arts (BA), Economics
RBC Dominion Securities May 2015 - Present
Push Print Inc. October 2013 - March 2014
TD April 2011 - May 2013
PepsiCo - Frito Lay April 2009 - April 2011
Skills
Credit, Customer Service, Sales, Financial Analysis, Investments, Retail Banking, Banking Solutions, Account Management, Management, Finance, Strategic Thinking, Microsoft Office, Loans, Custom Signs, Portfolio Management, Time Management, Credit Analysis, Mortgage Lending, Risk Management, CRM, Banking, Wealth Management, Mutual Funds, Financial Services, Retirement Planning
Education
Business Career College
LLQP - Life License Qualification Program
Canadian Securities Institution
University of Alberta
Bachelor of Arts (BA), Economics
Leeann Kwon-Hoddinott Leeann Kwon-Hoddinott's RBC Dominion Securities Experience October 2011 - Present
Job Branch Administrator at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities October 2011 - Present
RBC January 2005 - January 2009
Skills
Investments, Banking, Wealth Management, Securities, Investment Advisory, Retirement Planning, Financial Analysis, Mutual Funds, Portfolio Management, Credit, Equities, Financial Services
Education
The University of British Columbia 1994 — 2000
Bachelor of Arts (BA), History
RBC Dominion Securities October 2011 - Present
RBC January 2005 - January 2009
Skills
Investments, Banking, Wealth Management, Securities, Investment Advisory, Retirement Planning, Financial Analysis, Mutual Funds, Portfolio Management, Credit, Equities, Financial Services
Education
The University of British Columbia 1994 — 2000
Bachelor of Arts (BA), History
Patrick Moodie Patrick Moodie's RBC Dominion Securities Experience August 2010 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities August 2010 - Present
Skills
Retirement Planning, Alternative Investments, Fixed Income, Asset Management, Bonds, Securities, Strategic Financial..., Capital Markets, Estate Planning, Wealth Management..., High Net Worth..., Valuation, Private Equity, Corporate Finance, Financial Analysis, Equity Research, Trading, Hedge Funds, Investments, Investment Advisory, Equities, Investment Strategies, Wealth Management
Education
University of Alberta 2001 — 2005
BA, Economics
RBC Dominion Securities August 2010 - Present
Skills
Retirement Planning, Alternative Investments, Fixed Income, Asset Management, Bonds, Securities, Strategic Financial..., Capital Markets, Estate Planning, Wealth Management..., High Net Worth..., Valuation, Private Equity, Corporate Finance, Financial Analysis, Equity Research, Trading, Hedge Funds, Investments, Investment Advisory, Equities, Investment Strategies, Wealth Management
Education
University of Alberta 2001 — 2005
BA, Economics
Audrey Kwan's RBC Dominion Securities Experience August 2000 - January 2004
Job Wealth Advisor at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod January 2004 - Present
Hong Kong Canada Business Association January 1990 - Present
RBC Dominion Securities August 2000 - January 2004
Skills
Portfolio Management, Investments, Strategy, Wealth Management, Financial Services, Banking, Mortgage Lending, Mutual Funds, Credit, Finance, Wealth, Insurance, Investment Advisory, Retirement Planning, Strategic Financial..., Management, Financial Planning, Investment Strategies, Risk Management, Financial Analysis
Education
The University of Calgary 1987 — 1990
Bachelor of Arts, Economics
Lord Beaverbrook High School 1983 — 1986
ScotiaMcLeod January 2004 - Present
Hong Kong Canada Business Association January 1990 - Present
RBC Dominion Securities August 2000 - January 2004
Skills
Portfolio Management, Investments, Strategy, Wealth Management, Financial Services, Banking, Mortgage Lending, Mutual Funds, Credit, Finance, Wealth, Insurance, Investment Advisory, Retirement Planning, Strategic Financial..., Management, Financial Planning, Investment Strategies, Risk Management, Financial Analysis
Education
The University of Calgary 1987 — 1990
Bachelor of Arts, Economics
Lord Beaverbrook High School 1983 — 1986
Mark Lininger, CFP / AIF / CIMC Mark Lininger, CFP / AIF / CIMC's RBC Dominion Securities Experience 2008 - Present
Job Senior Vice President Financial Advisor, Institutional Consulting Group at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities 2008 - Present
A.G. Edwards & Sons 2003 - 2008
Wells Fargo 1998 - 2003
Wealth Management Group at Oppenheimer & Co 1992 - 1998
Skills
Institutional Money..., Bond Portfolios, Listening, Evaluating Financial..., Developing Risk Profiles, Investment Policy..., Asset Allocation Models, Understanding Client..., Wealth Management, Finance, Financial Services, Investments
Education
USC Marshall School of Business 1989 — 1992
Master of Business Administration - Emphasis in Finance, Finance
UCLA 1976 — 1979
Bachelor of Arts - Psychology, Psychology
Accredited Investment Fiduciary (AIF®)
CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®)
Certified Investment Management Consultant (CIMC®)
RBC Dominion Securities 2008 - Present
A.G. Edwards & Sons 2003 - 2008
Wells Fargo 1998 - 2003
Wealth Management Group at Oppenheimer & Co 1992 - 1998
Skills
Institutional Money..., Bond Portfolios, Listening, Evaluating Financial..., Developing Risk Profiles, Investment Policy..., Asset Allocation Models, Understanding Client..., Wealth Management, Finance, Financial Services, Investments
Education
USC Marshall School of Business 1989 — 1992
Master of Business Administration - Emphasis in Finance, Finance
UCLA 1976 — 1979
Bachelor of Arts - Psychology, Psychology
Accredited Investment Fiduciary (AIF®)
CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®)
Certified Investment Management Consultant (CIMC®)
Gordon McFetridge Gordon McFetridge's RBC Dominion Securities Experience November 2004 - Present
Job Vice President, Investment Advisor, Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities November 2004 - Present
TD Waterhouse Investment Advice December 1996 - November 2004
RBC Dominion Securities January 1992 - December 1996
Skills
Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Estate Planning, Investment Management, Wealth Management, Mutual Funds
Education
The University of British Columbia 1976 — 1978
M.B.A., Finance, Marketing
The University of British Columbia 1972 — 1976
B.A., Economics
Magee Secondary High School 1968 — 1972
RBC Dominion Securities November 2004 - Present
TD Waterhouse Investment Advice December 1996 - November 2004
RBC Dominion Securities January 1992 - December 1996
Skills
Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Estate Planning, Investment Management, Wealth Management, Mutual Funds
Education
The University of British Columbia 1976 — 1978
M.B.A., Finance, Marketing
The University of British Columbia 1972 — 1976
B.A., Economics
Magee Secondary High School 1968 — 1972
Valerie Cooke Valerie Cooke's RBC Dominion Securities Experience 1994 - 2007
Job On leave
Industry Financial Services
Experience
RBC Dominion Securities 1994 - 2007
Education
Université de Montréal 1989 — 1991
Bachelor of Science (BS), Economics
RBC Dominion Securities 1994 - 2007
Education
Université de Montréal 1989 — 1991
Bachelor of Science (BS), Economics
Dean Schermerhorn Dean Schermerhorn's RBC Dominion Securities Experience 2001 - 2003
Job Business Development Manager at The CocaCola Company
Industry Food & Beverages
Experience
The Coca-Cola Company April 2015 - Present
The Coca-Cola Company November 2013 - March 2015
Coca-Cola August 2011 - October 2013
Calgary Co-op 2004 - 2010
RBC Dominion Securities 2001 - 2003
Skills
Marketing Management, Consumer Products, Key Account Management, Brand Management, Retail, Merchandising, FMCG, Sales Operations, Inventory Management, Customer Service, Business Development
Education
The University of Calgary 1997 — 2001
BA, Economics
high school
The Coca-Cola Company April 2015 - Present
The Coca-Cola Company November 2013 - March 2015
Coca-Cola August 2011 - October 2013
Calgary Co-op 2004 - 2010
RBC Dominion Securities 2001 - 2003
Skills
Marketing Management, Consumer Products, Key Account Management, Brand Management, Retail, Merchandising, FMCG, Sales Operations, Inventory Management, Customer Service, Business Development
Education
The University of Calgary 1997 — 2001
BA, Economics
high school
Tad Bartkiewicz Tad Bartkiewicz's RBC Dominion Securities Experience October 1993 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities October 1993 - Present
Skills
Portfolio Management, Investments, Investment Advisory, Equity Research, Investment Management, Investment Strategies, Wealth Management, Capital Markets, Asset Allocation, Mining, Wealth Management..., Alternative Investments, Geology, Securities, Asset Management, Investor Relations, Team Leadership, Equities, Strategic Planning, Due Diligence, Bonds, Financial Advisory, Private Placements, Derivatives, ETFs, Fixed Income, High Net Worth..., Venture Capital, Wealth, Mutual Funds, Investment Policy, Mergers & Acquisitions, Wealth Accumulation, Stockbroking, Financial Planners, Equity Trading, Personal Financial..., Equity Valuation, Options
Education
University of Calgary 1979 — 1984
BSc, Geology
RBC Dominion Securities October 1993 - Present
Skills
Portfolio Management, Investments, Investment Advisory, Equity Research, Investment Management, Investment Strategies, Wealth Management, Capital Markets, Asset Allocation, Mining, Wealth Management..., Alternative Investments, Geology, Securities, Asset Management, Investor Relations, Team Leadership, Equities, Strategic Planning, Due Diligence, Bonds, Financial Advisory, Private Placements, Derivatives, ETFs, Fixed Income, High Net Worth..., Venture Capital, Wealth, Mutual Funds, Investment Policy, Mergers & Acquisitions, Wealth Accumulation, Stockbroking, Financial Planners, Equity Trading, Personal Financial..., Equity Valuation, Options
Education
University of Calgary 1979 — 1984
BSc, Geology
Andrew Currie, CFA Andrew Currie, CFA's RBC Dominion Securities Experience January 2009 - July 2012
Job Financial Services Manager at Queensway Audi
Industry Automotive
Experience
Queensway Audi June 2014 - Present
Queensway Audi August 2012 - June 2014
RBC Dominion Securities January 2009 - July 2012
Skills
Mutual Funds, Investments, Sales, Financial Analysis, Wealth Management, Banking, Relationship Management, Risk Management, Finance, Portfolio Management
Education
CFA Institute
Chartered Financial Analyst
Canadian Securities Institute
CSC, CPH, WME, IMT, PMT, DFC, OLC, CIM Designation
University of Guelph
Honours Bachelor of Commerce Co-op, Marketing Management
Queensway Audi June 2014 - Present
Queensway Audi August 2012 - June 2014
RBC Dominion Securities January 2009 - July 2012
Skills
Mutual Funds, Investments, Sales, Financial Analysis, Wealth Management, Banking, Relationship Management, Risk Management, Finance, Portfolio Management
Education
CFA Institute
Chartered Financial Analyst
Canadian Securities Institute
CSC, CPH, WME, IMT, PMT, DFC, OLC, CIM Designation
University of Guelph
Honours Bachelor of Commerce Co-op, Marketing Management
Nick Horvath Nick Horvath's RBC Dominion Securities Experience May 2007 - Present
Job Associate Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities May 2007 - Present
RBC Dominion Securities May 2006 - May 2007
Education
Canadian Securities Institute 2007 — 2010
Finance
University of Guelph 2003 — 2007
BBA, Accounting
Athabasca University
Accounting
RBC Dominion Securities May 2007 - Present
RBC Dominion Securities May 2006 - May 2007
Education
Canadian Securities Institute 2007 — 2010
Finance
University of Guelph 2003 — 2007
BBA, Accounting
Athabasca University
Accounting
Gilbert Garant Gilbert Garant's RBC Dominion Securities Experience 2004 - Present
Job Vice President and Investment Advisor Futures & Options | RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities 2004 - Present
Fimat Canada Inc 1998 - 2004
Whalen, Beliveau & Associates 1993 - 1997
Richardson Greenshields of Canada LTD 1990 - 1992
Skills
Securities, Options, Investments, Wealth Management, Risk Management
Education
Université de Montréal
RBC Dominion Securities 2004 - Present
Fimat Canada Inc 1998 - 2004
Whalen, Beliveau & Associates 1993 - 1997
Richardson Greenshields of Canada LTD 1990 - 1992
Skills
Securities, Options, Investments, Wealth Management, Risk Management
Education
Université de Montréal
Jordan Belton's RBC Dominion Securities Experience May 2008 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities May 2008 - Present
Skills
Mutual Funds, Wealth Management, Securities, Portfolio Management, Strategic Financial..., Investment Advisory, Investments, Retirement Planning, Investment Strategies, Financial Planning, Equities, Fixed Income, Analysis, Financial Advisory, Financial Analysis, Alternative Investments, Asset Allocation, Estate Planning, Banking, Bonds, Strategic Planning, High Net Worth..., Retirement, Credit, Asset Management
Education
University of Hawaii at Manoa 2002 — 2006
BBA, Business Marketing
Fleetwood HS
RBC Dominion Securities May 2008 - Present
Skills
Mutual Funds, Wealth Management, Securities, Portfolio Management, Strategic Financial..., Investment Advisory, Investments, Retirement Planning, Investment Strategies, Financial Planning, Equities, Fixed Income, Analysis, Financial Advisory, Financial Analysis, Alternative Investments, Asset Allocation, Estate Planning, Banking, Bonds, Strategic Planning, High Net Worth..., Retirement, Credit, Asset Management
Education
University of Hawaii at Manoa 2002 — 2006
BBA, Business Marketing
Fleetwood HS
Liana Hough Liana Hough's RBC Dominion Securities Experience May 1996 - April 2010
Job Manager, Digital Strategy at RBC
Industry Banking
Experience
RBC April 2010 - Present
RBC Dominion Securities May 1996 - April 2010
Skills
Business Analysis, Requirements Gathering, Banking, Portfolio Management, Wealth Management, Risk Management, Requirements Analysis, Vendor Management, Digital Strategy, Online Account Open
Education
University of Guelph 1992 — 1996
BComm, Marketing
RBC April 2010 - Present
RBC Dominion Securities May 1996 - April 2010
Skills
Business Analysis, Requirements Gathering, Banking, Portfolio Management, Wealth Management, Risk Management, Requirements Analysis, Vendor Management, Digital Strategy, Online Account Open
Education
University of Guelph 1992 — 1996
BComm, Marketing
Jim Krovats Jim Krovats's RBC Dominion Securities Experience September 2007 - Present
Job Vice President & Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities September 2007 - Present
Skills
Wealth Management, Strategic Planning, Investment Strategies, Portfolio Management, Estate Planning, Investment Advisory, Mutual Funds, Retirement Planning, Investments, Alternative Investments, Asset Allocation, Credit, Investment Management, High Net Worth..., Wealth Management..., Strategic Financial..., Financial Advisory, Wealth, ETFs, Financial Planners, Securities, Equities, Asset Management
Education
University of Manitoba 1979 — 1983
Bachelor of Arts, Economics/Canadian Studies
RBC Dominion Securities September 2007 - Present
Skills
Wealth Management, Strategic Planning, Investment Strategies, Portfolio Management, Estate Planning, Investment Advisory, Mutual Funds, Retirement Planning, Investments, Alternative Investments, Asset Allocation, Credit, Investment Management, High Net Worth..., Wealth Management..., Strategic Financial..., Financial Advisory, Wealth, ETFs, Financial Planners, Securities, Equities, Asset Management
Education
University of Manitoba 1979 — 1983
Bachelor of Arts, Economics/Canadian Studies
Mark Krygier's RBC Dominion Securities Experience August 1996 - October 2006
Job Portfolio Manager KRYGIER WEALTH MANAGEMENT. Is your wealth planning strategy right for you?
Industry Financial Services
Experience
TD Wealth October 2006 - Present
RBC Dominion Securities August 1996 - October 2006
Bennett Jones LLP August 1994 - December 1995
Skills
Investments, Retirement Planning, Tax, Wealth, Investment Strategies, Finance, Wealth Management, Securities, Small Business, Management, Strategy, Portfolio Management, Estate Planning, Asset Allocation, High Net Worth..., Financial Risk, Financial Services, Mutual Funds, Retirement, Investment Advisory, Strategic Financial..., Asset Management, Fixed Income, Financial Advisory, Private Equity, Investment Management, Hedge Funds, Equities, Capital Markets, Financial Planners, Alternative Investments, Risk Management, Loans, Mortgage Lending, Options
Education
York University - Osgoode Hall Law School 1988 — 1991
LL.B, Law
University of Calgary 1984 — 1988
BA, Political Science, Psychology
Aish HaTorah College of Jewish Studies 1991 — 1994
Talmudic Jurisprudence
TD Wealth October 2006 - Present
RBC Dominion Securities August 1996 - October 2006
Bennett Jones LLP August 1994 - December 1995
Skills
Investments, Retirement Planning, Tax, Wealth, Investment Strategies, Finance, Wealth Management, Securities, Small Business, Management, Strategy, Portfolio Management, Estate Planning, Asset Allocation, High Net Worth..., Financial Risk, Financial Services, Mutual Funds, Retirement, Investment Advisory, Strategic Financial..., Asset Management, Fixed Income, Financial Advisory, Private Equity, Investment Management, Hedge Funds, Equities, Capital Markets, Financial Planners, Alternative Investments, Risk Management, Loans, Mortgage Lending, Options
Education
York University - Osgoode Hall Law School 1988 — 1991
LL.B, Law
University of Calgary 1984 — 1988
BA, Political Science, Psychology
Aish HaTorah College of Jewish Studies 1991 — 1994
Talmudic Jurisprudence
Louis Villeneuve's RBC Dominion Securities Experience September 2011 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities September 2011 - Present
Pavilion Investment House April 2011 - June 2011
Harrow Partners 2006 - June 2011
Assante Wealth Management 2006 - June 2006
Assante Wealth Management 1996 - 2006
Loring Ward 1996 - 1998
Royal Trust Comp 1986 - 1992
Skills
Wealth, Asset Allocation, Retirement, Investment Management, Portfolio Management, Strategic Financial..., Securities, Asset Managment, Financial Advisory, Equities, Financial Planners, Financial Services, Insurance, Trading, Asset Management, Finance, Personal Financial..., Bonds, Hedge Funds, Life Insurance, ETFs, Fixed Income
Education
Université de Montréal 1977 — 1981
Bachelor Science, Specilization Actuarial Science
RBC Dominion Securities September 2011 - Present
Pavilion Investment House April 2011 - June 2011
Harrow Partners 2006 - June 2011
Assante Wealth Management 2006 - June 2006
Assante Wealth Management 1996 - 2006
Loring Ward 1996 - 1998
Royal Trust Comp 1986 - 1992
Skills
Wealth, Asset Allocation, Retirement, Investment Management, Portfolio Management, Strategic Financial..., Securities, Asset Managment, Financial Advisory, Equities, Financial Planners, Financial Services, Insurance, Trading, Asset Management, Finance, Personal Financial..., Bonds, Hedge Funds, Life Insurance, ETFs, Fixed Income
Education
Université de Montréal 1977 — 1981
Bachelor Science, Specilization Actuarial Science
Gary Ursell's RBC Dominion Securities Experience
Job Vice President at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities
Skills
Asset Managment, Wealth Management, Relationship Management, Asset Allocation, Equities, Asset Management, Investments, Valuation, Mutual Funds, Portfolio Management, Finance, Risk Management, Strategic Financial..., Financial Modeling, Financial Analysis
Education
University of Manitoba 1967 — 1971
Kelvin High School 1962 — 1965
RBC Dominion Securities
Skills
Asset Managment, Wealth Management, Relationship Management, Asset Allocation, Equities, Asset Management, Investments, Valuation, Mutual Funds, Portfolio Management, Finance, Risk Management, Strategic Financial..., Financial Modeling, Financial Analysis
Education
University of Manitoba 1967 — 1971
Kelvin High School 1962 — 1965
Ken Giersch's RBC Dominion Securities Experience June 1998 - February 2001
Job IT Director at Lower Elwha Klallam Tribe
Industry Information Technology and Services
Experience
Lower Elwha Klallam Tribe June 2010 - Present
Hub International January 2002 - June 2010
Kforce March 2001 - January 2002
RBC Dominion Securities June 1998 - February 2001
Reich & Tang May 1997 - June 1998
Skills
Active Directory, Vendor Management, VMware, Disaster Recovery, Servers, IT Management, Windows Server, Windows 7, Windows XP Pro, Citrix, Microsoft Exchange, Server Architecture, Antivirus, Group Policy, Computer Hardware, Storage Area Networks, Virtualization, HP, IT Operations, Windows, Blackberry Enterprise..., Data Center, Security, DNS, VMware Infrastructure, DHCP, Network Security, Troubleshooting, SAN, Operating Systems, VPN, System Administration, ITIL, Hardware, Blackberry, Networking, IT Strategy, VoIP, Windows XP
Education
The University of Texas at Arlington 2002 — 2006
Bachelor of Science (B.S.), Management Information Systems
Lower Elwha Klallam Tribe June 2010 - Present
Hub International January 2002 - June 2010
Kforce March 2001 - January 2002
RBC Dominion Securities June 1998 - February 2001
Reich & Tang May 1997 - June 1998
Skills
Active Directory, Vendor Management, VMware, Disaster Recovery, Servers, IT Management, Windows Server, Windows 7, Windows XP Pro, Citrix, Microsoft Exchange, Server Architecture, Antivirus, Group Policy, Computer Hardware, Storage Area Networks, Virtualization, HP, IT Operations, Windows, Blackberry Enterprise..., Data Center, Security, DNS, VMware Infrastructure, DHCP, Network Security, Troubleshooting, SAN, Operating Systems, VPN, System Administration, ITIL, Hardware, Blackberry, Networking, IT Strategy, VoIP, Windows XP
Education
The University of Texas at Arlington 2002 — 2006
Bachelor of Science (B.S.), Management Information Systems
Jerry Mu's RBC Dominion Securities Experience April 2001 - March 2002
Job Senior Database Administrator at Citigroup
Industry Computer Software
Experience
Citigroup May 2008 - Present
MessageLabs October 2006 - May 2008
Compuware June 2002 - October 2006
RBC Dominion Securities April 2001 - March 2002
TipInteractive June 2000 - March 2001
HuaTai Securities May 1994 - February 2000
LEAD NEW TECHNOLOGY DEVELOPMENT CO. OF TEDA July 1987 - May 1994
Skills
Microsoft SQL Server, Databases, Data Warehousing, Oracle, Database Administration, ETL, System Administration, SQL Tuning, T-SQL, SSIS, SQL, PL/SQL, Database Design
Education
Tianjin University 1984 — 1987
Bachelor, Computer Science
Citigroup May 2008 - Present
MessageLabs October 2006 - May 2008
Compuware June 2002 - October 2006
RBC Dominion Securities April 2001 - March 2002
TipInteractive June 2000 - March 2001
HuaTai Securities May 1994 - February 2000
LEAD NEW TECHNOLOGY DEVELOPMENT CO. OF TEDA July 1987 - May 1994
Skills
Microsoft SQL Server, Databases, Data Warehousing, Oracle, Database Administration, ETL, System Administration, SQL Tuning, T-SQL, SSIS, SQL, PL/SQL, Database Design
Education
Tianjin University 1984 — 1987
Bachelor, Computer Science
Pavitra (Pavitra Nagaraja) Anakru's RBC Dominion Securities Experience January 1998 - April 2000
Job Partner at Finmax Tech LLc
Industry Information Services
Experience
Finmax Tech LLc September 2009 - Present
Pali Capital May 2005 - September 2009
Market Rx March 2003 - April 2005
RBC Dominion Securities January 1998 - April 2000
Refco January 1997 - March 1998
VeriFone January 1996 - November 1996
Skills
Microsoft SQL Server, Equities, Market Data, Trading Systems, Options, Equity Trading, Electronic Trading, Bloomberg, Capital Markets, Trading, Prime Brokerage, Back Office, Equity Derivatives, Securities, Derivatives, Operations Management, Technology Integration
Education
University of Mysore
BS, Electronics, Physics & Math
University of Mysore
MS, Computer Applications
Finmax Tech LLc September 2009 - Present
Pali Capital May 2005 - September 2009
Market Rx March 2003 - April 2005
RBC Dominion Securities January 1998 - April 2000
Refco January 1997 - March 1998
VeriFone January 1996 - November 1996
Skills
Microsoft SQL Server, Equities, Market Data, Trading Systems, Options, Equity Trading, Electronic Trading, Bloomberg, Capital Markets, Trading, Prime Brokerage, Back Office, Equity Derivatives, Securities, Derivatives, Operations Management, Technology Integration
Education
University of Mysore
BS, Electronics, Physics & Math
University of Mysore
MS, Computer Applications
Marc Kraichati's RBC Dominion Securities Experience May 2015 - Present
Job Associate at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities May 2015 - Present
TD Direct Investing September 2014 - May 2015
TD Asset Management July 2011 - September 2014
TD Bank Group July 2010 - June 2011
Government of Canada September 2009 - January 2010
Internships January 2009 - September 2009
Skills
Strategic Communications, Business Relationship..., Business Strategy, International Relations, Business Development, Marketing, Research, Management, Economics, Strategy, Qualitative Research, French, Marketing Communications, Public Relations, Social Media, Banking, Change Management, Social Media Marketing, Organizational..., CRM, Public Speaking, Spanish, Policy Analysis, Leadership
Education
Canadian Securities Institute 2012 — 2015
Canadian Securities Course, CPH, Derivatives and Options Licensed within IIROC
University of Montreal 2007 — 2010
Masters
USJ 2004 — 2007
Bachelor
RBC Dominion Securities May 2015 - Present
TD Direct Investing September 2014 - May 2015
TD Asset Management July 2011 - September 2014
TD Bank Group July 2010 - June 2011
Government of Canada September 2009 - January 2010
Internships January 2009 - September 2009
Skills
Strategic Communications, Business Relationship..., Business Strategy, International Relations, Business Development, Marketing, Research, Management, Economics, Strategy, Qualitative Research, French, Marketing Communications, Public Relations, Social Media, Banking, Change Management, Social Media Marketing, Organizational..., CRM, Public Speaking, Spanish, Policy Analysis, Leadership
Education
Canadian Securities Institute 2012 — 2015
Canadian Securities Course, CPH, Derivatives and Options Licensed within IIROC
University of Montreal 2007 — 2010
Masters
USJ 2004 — 2007
Bachelor
Diane Fontaine's RBC Dominion Securities Experience October 1986 - Present
Job Viceprésidente et Gestionnaire de portefeuille at RBC Dominion Securities
Industry Philanthropy
Experience
RBC Dominion Securities October 1986 - Present
Skills
Investments, Equities, Fixed Income, Asset Allocation, Asset Management, Portfolio Management, Mutual Funds, Investment Advisory, Alternative Investments, Strategic Financial..., Trading, Investment Strategies, Wealth Management, Capital Markets, Asset Managment, Securities, Hedge Funds, Investment Management
Education
Université de Sherbrooke 1983 — 1985
Institute of Corporate Directors (ICD.D)
ICD.D
McGill University - Rotman's Institute of Corporate Director's
Institute of Corporate Direstors (ICD.D)
RBC Dominion Securities October 1986 - Present
Skills
Investments, Equities, Fixed Income, Asset Allocation, Asset Management, Portfolio Management, Mutual Funds, Investment Advisory, Alternative Investments, Strategic Financial..., Trading, Investment Strategies, Wealth Management, Capital Markets, Asset Managment, Securities, Hedge Funds, Investment Management
Education
Université de Sherbrooke 1983 — 1985
Institute of Corporate Directors (ICD.D)
ICD.D
McGill University - Rotman's Institute of Corporate Director's
Institute of Corporate Direstors (ICD.D)
Sameed Imran's RBC Dominion Securities Experience June 2009 - May 2010
Job Investment Banking Summer Associate Technology, Media & Telecom Group at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2015 - Present
University of Michigan Ross School of Business June 2014 - Present
Plan International March 2015 - June 2015
TD Securities November 2012 - May 2014
TD July 2010 - October 2012
RBC Dominion Securities June 2009 - May 2010
Skills
Financial Modeling, Bloomberg, Portfolio Management, Investment Banking, Capital Markets, Finance, Credit Analysis, Corporate Finance, Valuation, Fixed Income, Credit Risk, Equities, Market Risk, Equity Research, Financial Analysis, Investments, Analysis, Banking, Derivatives, Strategy, Business Strategy, Risk Management, Management, Due Diligence, Research, Business Analysis, Economics, Leadership, Strategic Planning, Financial Services, Project Management, Credit, Financial Reporting, Financial Risk, Asset Management, Microsoft Office, Accounting, Financial Planning, Analytics, Financial Markets
Education
CFA Institute
Level II Candidate
CSI Global Education Inc. 2009 — 2010
Canadian Securities Course
University of Toronto - Rotman School of Management 2006 — 2010
B.Comm., Finance, Economics
International School of Choueifat 2000 — 2006
AP Scholar, Physics, Chemistry, Calculus, Economics, Business Studies
University of Michigan - Stephen M. Ross School of Business
University of Michigan - Stephen M. Ross School of Business
University of Toronto
Bank of America Merrill Lynch June 2015 - Present
University of Michigan Ross School of Business June 2014 - Present
Plan International March 2015 - June 2015
TD Securities November 2012 - May 2014
TD July 2010 - October 2012
RBC Dominion Securities June 2009 - May 2010
Skills
Financial Modeling, Bloomberg, Portfolio Management, Investment Banking, Capital Markets, Finance, Credit Analysis, Corporate Finance, Valuation, Fixed Income, Credit Risk, Equities, Market Risk, Equity Research, Financial Analysis, Investments, Analysis, Banking, Derivatives, Strategy, Business Strategy, Risk Management, Management, Due Diligence, Research, Business Analysis, Economics, Leadership, Strategic Planning, Financial Services, Project Management, Credit, Financial Reporting, Financial Risk, Asset Management, Microsoft Office, Accounting, Financial Planning, Analytics, Financial Markets
Education
CFA Institute
Level II Candidate
CSI Global Education Inc. 2009 — 2010
Canadian Securities Course
University of Toronto - Rotman School of Management 2006 — 2010
B.Comm., Finance, Economics
International School of Choueifat 2000 — 2006
AP Scholar, Physics, Chemistry, Calculus, Economics, Business Studies
University of Michigan - Stephen M. Ross School of Business
University of Michigan - Stephen M. Ross School of Business
University of Toronto
Erik Nippak's RBC Dominion Securities Experience September 1998 - Present
Job Risk Canadian Wealth Mgmt at RBC
Industry Capital Markets
Experience
RBC Wealth Management November 2014 - Present
RBC Dominion Securities September 1998 - Present
RBC Dominion Securities Inc. 2000 - September 2011
Skills
Operational Risk, Financial Risk, Business Planning, Portfolio Management, Mutual Funds, Capital Markets, Equities, Banking, Operational Risk..., KYC, Wealth Management, Securities, Business Strategy, FINRA, Strategic Financial..., Investment Strategies, Credit, Private Banking, Insurance, Investments, Risk Management, Investment Advisory, Financial Services, Alternative Investments, Hedge Funds, Derivatives, Management
Education
University of Guelph 1985 — 1988
Bachelor of Arts (B.A.), Economics / Business Dbl Major
RBC Wealth Management November 2014 - Present
RBC Dominion Securities September 1998 - Present
RBC Dominion Securities Inc. 2000 - September 2011
Skills
Operational Risk, Financial Risk, Business Planning, Portfolio Management, Mutual Funds, Capital Markets, Equities, Banking, Operational Risk..., KYC, Wealth Management, Securities, Business Strategy, FINRA, Strategic Financial..., Investment Strategies, Credit, Private Banking, Insurance, Investments, Risk Management, Investment Advisory, Financial Services, Alternative Investments, Hedge Funds, Derivatives, Management
Education
University of Guelph 1985 — 1988
Bachelor of Arts (B.A.), Economics / Business Dbl Major
Frank Wade's RBC Dominion Securities Experience April 1996 - Present
Job Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities April 1996 - Present
RBC June 1988 - April 1996
Skills
Investments, Portfolio Management, Wealth Management..., Wealth Management, Investment Management, Investment Advisory, Investment Strategies, Asset Allocation, Mutual Funds, High Net Worth..., Retirement Planning, Strategic Financial..., Asset Management, Equities, Securities, Alternative Investments, Wealth, Credit Analysis, Financial Planners, Credit, Financial Services, Banking, Leadership
Education
The University of Winnipeg
RBC Dominion Securities April 1996 - Present
RBC June 1988 - April 1996
Skills
Investments, Portfolio Management, Wealth Management..., Wealth Management, Investment Management, Investment Advisory, Investment Strategies, Asset Allocation, Mutual Funds, High Net Worth..., Retirement Planning, Strategic Financial..., Asset Management, Equities, Securities, Alternative Investments, Wealth, Credit Analysis, Financial Planners, Credit, Financial Services, Banking, Leadership
Education
The University of Winnipeg
Trista Wenzel's RBC Dominion Securities Experience January 2001 - December 2001
Job REALTOR with CIR Realty
Industry Real Estate
Experience
Calgary Real Estate Board February 2007 - Present
CIR Realty January 2005 - Present
RBC Royal Bank June 1997 - June 2004
RBC Dominion Securities January 2001 - December 2001
Education
University of Calgary 1998 — 2003
Bachelor of Commerce, Finance, General Management
Calgary Real Estate Board February 2007 - Present
CIR Realty January 2005 - Present
RBC Royal Bank June 1997 - June 2004
RBC Dominion Securities January 2001 - December 2001
Education
University of Calgary 1998 — 2003
Bachelor of Commerce, Finance, General Management
John Yamamoto's RBC Dominion Securities Experience July 1988 - Present
Job Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
Grant MacEwan University Faculty Association 1991 - Present
RBC Dominion Securities July 1988 - Present
Metro Continuing Education January 1988 - Present
Skills
Investments, Retirement Planning, Teaching, Portfolio Management, Strategic Financial..., Financial Analysis, Mutual Funds, Financial Modeling, Research, Economics, Risk Management, Data Analysis, Analysis
Education
University of Alberta Executive Education 2012 — 2012
Advanced Studies In Project Management, Project Management
NAIT University 2011 — 2012
Project Management Diploma, Project Management
University of Alberta 1984 — 1986
MBA, International Business and Marketing
University of Alberta 1978 — 1986
BCOMM, Marketing
Harry Ainlay High
High School
Grant MacEwan University Faculty Association 1991 - Present
RBC Dominion Securities July 1988 - Present
Metro Continuing Education January 1988 - Present
Skills
Investments, Retirement Planning, Teaching, Portfolio Management, Strategic Financial..., Financial Analysis, Mutual Funds, Financial Modeling, Research, Economics, Risk Management, Data Analysis, Analysis
Education
University of Alberta Executive Education 2012 — 2012
Advanced Studies In Project Management, Project Management
NAIT University 2011 — 2012
Project Management Diploma, Project Management
University of Alberta 1984 — 1986
MBA, International Business and Marketing
University of Alberta 1978 — 1986
BCOMM, Marketing
Harry Ainlay High
High School
Jeff Smyth's RBC Dominion Securities Experience
Job Branch Manager, Vice President at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities
Skills
Wealth Management, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Securities, Asset Managment, Investment Advisory, Equities, Estate Planning, Asset Allocation, Retirement, Relationship Management, High Net Worth..., Investment Strategies
Education
University of Alberta 1988 — 1992
B.Sc., Geology (Spec.)
RBC Dominion Securities
Skills
Wealth Management, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Securities, Asset Managment, Investment Advisory, Equities, Estate Planning, Asset Allocation, Retirement, Relationship Management, High Net Worth..., Investment Strategies
Education
University of Alberta 1988 — 1992
B.Sc., Geology (Spec.)
Adrian Harasymiw, B.Comm., CIM, RRC's RBC Dominion Securities Experience June 2013 - April 2015
Job Senior Associate at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod April 2015 - Present
RBC Dominion Securities June 2013 - April 2015
CIBC August 2011 - June 2013
CIBC January 2009 - August 2011
CIBC Wood Gundy February 2006 - June 2008
Skills
Investments, Financial Services, Wealth Management, Finance, Mutual Funds, Securities, Financial Advisory, Wealth Management..., Retirement Planning, Portfolio Management, Strategic Financial..., Bonds, Investment Strategies, Investment Advisory, Life Insurance, Disability Insurance, Financial Planning, Asset Management
Education
University of Alberta 1998 — 2003
Commerce, European Business Studies
ScotiaMcLeod April 2015 - Present
RBC Dominion Securities June 2013 - April 2015
CIBC August 2011 - June 2013
CIBC January 2009 - August 2011
CIBC Wood Gundy February 2006 - June 2008
Skills
Investments, Financial Services, Wealth Management, Finance, Mutual Funds, Securities, Financial Advisory, Wealth Management..., Retirement Planning, Portfolio Management, Strategic Financial..., Bonds, Investment Strategies, Investment Advisory, Life Insurance, Disability Insurance, Financial Planning, Asset Management
Education
University of Alberta 1998 — 2003
Commerce, European Business Studies
Michael Grondin's RBC Dominion Securities Experience May 2008 - Present
Job Portfolio Manager at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities May 2008 - Present
CIBC Wood Gundy January 2002 - April 2008
Merrill Lynch August 1998 - December 2001
Skills
Estate Planning, Trusts, Mergers, Mutual Funds
Education
Université Laval
Bachelor of Applied Science (B.A.Sc.), Finance
RBC Dominion Securities May 2008 - Present
CIBC Wood Gundy January 2002 - April 2008
Merrill Lynch August 1998 - December 2001
Skills
Estate Planning, Trusts, Mergers, Mutual Funds
Education
Université Laval
Bachelor of Applied Science (B.A.Sc.), Finance
Connie Baechler's RBC Dominion Securities Experience 1992 - Present
Job Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities 1992 - Present
Education
UBC 1985 — 1990
Bachelor of Commerce (B.Comm.)
RBC Dominion Securities 1992 - Present
Education
UBC 1985 — 1990
Bachelor of Commerce (B.Comm.)
Irina Arodz's RBC Dominion Securities Experience March 2007 - Present
Job Associate Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities March 2007 - Present
RBC Dominion Securities 2002 - 2007
RBC Dominion Securities 2000 - 2002
Skills
Investment Strategies, Wealth Management, Equities, Mutual Funds, Investment Advisory, Asset Allocation
Education
The University of Calgary 1995 — 2000
Bachelor of Commerce (B.Com.), Finance, General
Canadian Securities Institute
Canadian Investment Manager Designation
RBC Dominion Securities March 2007 - Present
RBC Dominion Securities 2002 - 2007
RBC Dominion Securities 2000 - 2002
Skills
Investment Strategies, Wealth Management, Equities, Mutual Funds, Investment Advisory, Asset Allocation
Education
The University of Calgary 1995 — 2000
Bachelor of Commerce (B.Com.), Finance, General
Canadian Securities Institute
Canadian Investment Manager Designation
Steven Wallouch's RBC Dominion Securities Experience Managing DirectorRBC Dominion Securities
Job Vice President at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities Managing DirectorRBC Dominion Securities
Skills
Investment Strategies, Portfolio Management, Investment Advisory, Mutual Funds, Equities, Asset Allocation, Wealth Management, Retirement Planning, Investments, Banking, Asset Management, Investment Management
Education
The University of British Columbia 1985 — 1990
B.Com., LLB
RBC Dominion Securities Managing DirectorRBC Dominion Securities
Skills
Investment Strategies, Portfolio Management, Investment Advisory, Mutual Funds, Equities, Asset Allocation, Wealth Management, Retirement Planning, Investments, Banking, Asset Management, Investment Management
Education
The University of British Columbia 1985 — 1990
B.Com., LLB
Adrienn Nagy's RBC Dominion Securities Experience December 2004 - January 2006
Job Canaccord Genuity Corp Investments
Industry Investment Management
Experience
Canaccord Genuity Wealth Management (Canada) January 2006 - Present
RBC Dominion Securities December 2004 - January 2006
BMO Harris Private Banking November 2003 - December 2004
Scotiabank Western Service Centre May 2000 - November 2003
Skills
Investments, Wealth Management, Mutual Funds, Investment Management, Investment Strategies, Portfolio Management, Investment Advisory, Securities, Bonds, Asset Allocation, Retirement Planning, Wealth Management..., Banking, ETFs, Relationship Management, Risk Management, Strategic Financial..., Credit, Equities, Alternative Investments, Manage Client..., Fixed Income
Education
The University of Calgary 1995 — 2000
Bachelor of Arts, Majored in Economics, Minored in Management
Dr. E.P. Scarlett High School 1992 — 1995
Alexander Rutherford Scholarship
Canaccord Genuity Wealth Management (Canada) January 2006 - Present
RBC Dominion Securities December 2004 - January 2006
BMO Harris Private Banking November 2003 - December 2004
Scotiabank Western Service Centre May 2000 - November 2003
Skills
Investments, Wealth Management, Mutual Funds, Investment Management, Investment Strategies, Portfolio Management, Investment Advisory, Securities, Bonds, Asset Allocation, Retirement Planning, Wealth Management..., Banking, ETFs, Relationship Management, Risk Management, Strategic Financial..., Credit, Equities, Alternative Investments, Manage Client..., Fixed Income
Education
The University of Calgary 1995 — 2000
Bachelor of Arts, Majored in Economics, Minored in Management
Dr. E.P. Scarlett High School 1992 — 1995
Alexander Rutherford Scholarship
Stephanie Grenier's RBC Dominion Securities Experience
Job Associate Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities
Skills
Wealth Management, Mutual Funds, Investment Advisory, Investment Strategies, Investments, Portfolio Management, Retirement Planning, Securities
Education
Université de Sherbrooke
RBC Dominion Securities
Skills
Wealth Management, Mutual Funds, Investment Advisory, Investment Strategies, Investments, Portfolio Management, Retirement Planning, Securities
Education
Université de Sherbrooke
Robert G. Harrison's RBC Dominion Securities Experience 1983 - 1986
Job CFA, Insurance Executive with Martin Merry & Reid Limited
Industry Insurance
Experience
MARTIN MERRY & REID INSURANCE BROKERS LTD. 2003 - Present
The Bank of NT Butterfield & Sons Limited 1989 - 1999
CIBC 1986 - 1988
RBC Dominion Securities 1983 - 1986
CIBC Wood Gundy 1980 - 1982
Skills
Professional Liability, D&O, Surety Bonds, Property & Casualty..., Renewable Energy, Financial Services, Risk Management
Education
University of Guelph
B.A., Economics
MARTIN MERRY & REID INSURANCE BROKERS LTD. 2003 - Present
The Bank of NT Butterfield & Sons Limited 1989 - 1999
CIBC 1986 - 1988
RBC Dominion Securities 1983 - 1986
CIBC Wood Gundy 1980 - 1982
Skills
Professional Liability, D&O, Surety Bonds, Property & Casualty..., Renewable Energy, Financial Services, Risk Management
Education
University of Guelph
B.A., Economics
Erik Demers's RBC Dominion Securities Experience 2005 - 2006
Job Service clientèle Fairmont Le Reine Élizabeth
Industry Hospitality
Experience
Fairmont Hotels and Resorts August 2004 - Present
RBC Dominion Securities 2005 - 2006
Education
Institut Canadien des Valeurs Mobilières 2012 — 2012
Cours sur commerce des valeurs mobilières au Canada, Investments and Securities
Université du Québec à Montréal 2008 — 2012
B.A.A., Baccalauréat en Administration des affaires (Hôtellerie et restauration)
Institut de Tourisme et d'hôtellerie du Québec 2005 — 2008
D.E.C., Techniques en gestion hôtelière
Fairmont Hotels and Resorts August 2004 - Present
RBC Dominion Securities 2005 - 2006
Education
Institut Canadien des Valeurs Mobilières 2012 — 2012
Cours sur commerce des valeurs mobilières au Canada, Investments and Securities
Université du Québec à Montréal 2008 — 2012
B.A.A., Baccalauréat en Administration des affaires (Hôtellerie et restauration)
Institut de Tourisme et d'hôtellerie du Québec 2005 — 2008
D.E.C., Techniques en gestion hôtelière
Teri Mulholland's RBC Dominion Securities Experience December 1997 - August 2002
Job Owner Eden Whyte Inc.
Industry Retail
Experience
Eden Whyte inc. May 2011 - Present
Bucyrus Canada Limited July 2004 - May 2007
RBC Dominion Securities December 1997 - August 2002
Skills
Business Strategy, Strategic Planning, Business Process..., Business Planning, Financial Modeling, Project Management, Forecasting, Change Management, Negotiation, Financial Analysis, Business Development, Mergers
Education
University of Alberta 2002 — 2004
MBA
University of Alberta 1992 — 1997
BA, Economics
Eden Whyte inc. May 2011 - Present
Bucyrus Canada Limited July 2004 - May 2007
RBC Dominion Securities December 1997 - August 2002
Skills
Business Strategy, Strategic Planning, Business Process..., Business Planning, Financial Modeling, Project Management, Forecasting, Change Management, Negotiation, Financial Analysis, Business Development, Mergers
Education
University of Alberta 2002 — 2004
MBA
University of Alberta 1992 — 1997
BA, Economics
Ghita Ohm's RBC Dominion Securities Experience 1994 - Present
Job Vice President and Investment and Wealth Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities 1994 - Present
Skills
Investment Strategies, Wealth Management, Investment Advisory, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Investments, Alternative Investments, Investment Management, Fixed Income, Retirement Planning, Asset Management, Bonds, ETFs
Education
The University of British Columbia
BComm, Finance
RBC Dominion Securities 1994 - Present
Skills
Investment Strategies, Wealth Management, Investment Advisory, Asset Allocation, Mutual Funds, Portfolio Management, Equities, Investments, Alternative Investments, Investment Management, Fixed Income, Retirement Planning, Asset Management, Bonds, ETFs
Education
The University of British Columbia
BComm, Finance
Scott Frandsen's RBC Dominion Securities Experience September 2010 - September 2012
Job University of California, Berkeley Men's Crew
Industry Sports
Experience
RBC Dominion Securities September 2010 - September 2012
Rowing Canada Aviron June 2001 - August 2012
Skills
Strategic Planning, Financial Modeling, Sports, Coaching, Strategic Financial..., Equities, Leadership, Investments, Financial Analysis, Bloomberg, Wealth Management, Fundraising, Event Planning, Public Speaking, Portfolio Management, Investment Strategies, Sports Marketing, Business Strategy, Retirement Planning
Education
University of Oxford 2002 — 2003
MSc, Psychology
University of California, Berkeley 1999 — 2002
BS, Business Administration
RBC Dominion Securities September 2010 - September 2012
Rowing Canada Aviron June 2001 - August 2012
Skills
Strategic Planning, Financial Modeling, Sports, Coaching, Strategic Financial..., Equities, Leadership, Investments, Financial Analysis, Bloomberg, Wealth Management, Fundraising, Event Planning, Public Speaking, Portfolio Management, Investment Strategies, Sports Marketing, Business Strategy, Retirement Planning
Education
University of Oxford 2002 — 2003
MSc, Psychology
University of California, Berkeley 1999 — 2002
BS, Business Administration
Patricia Seaman's RBC Dominion Securities Experience October 2008 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
RBC Financial Group January 2009 - May 2009
RBC Dominion Securities October 2008 - December 2008
BMO Nesbitt Burns October 2005 - October 2008
MFC Global Investments April 2003 - October 2005
Manulife Real Estate April 2001 - March 2003
Ministry of the Attorney General January 2001 - January 2002
Governing Council January 1998 - January 2001
Education
University of Calgary 1978 — 1983
Honors Bachelor of Arts, English Literature; Fine Arts
RBC Financial Group January 2009 - May 2009
RBC Dominion Securities October 2008 - December 2008
BMO Nesbitt Burns October 2005 - October 2008
MFC Global Investments April 2003 - October 2005
Manulife Real Estate April 2001 - March 2003
Ministry of the Attorney General January 2001 - January 2002
Governing Council January 1998 - January 2001
Education
University of Calgary 1978 — 1983
Honors Bachelor of Arts, English Literature; Fine Arts
Paul Keirstead's RBC Dominion Securities Experience August 1997 - October 2001
Job Assistant VicePresident, Capital and Alternative Funding at HSBC Bank Canada
Industry Banking
Experience
HSBC Bank Canada June 2010 - Present
RBC Dominion Securities August 1997 - October 2001
BMO Harris Private Banking August 1992 - February 1997
Education
Canadian Securities Institute
CIM, Investment Portfolio Management
Institute of Chartered Accountants
CA
University of Manitoba 1973 — 1981
BComm(Hons), Labour Relations & Organizational Behaviour
HSBC Bank Canada June 2010 - Present
RBC Dominion Securities August 1997 - October 2001
BMO Harris Private Banking August 1992 - February 1997
Education
Canadian Securities Institute
CIM, Investment Portfolio Management
Institute of Chartered Accountants
CA
University of Manitoba 1973 — 1981
BComm(Hons), Labour Relations & Organizational Behaviour
David Sain's RBC Dominion Securities Experience 1996 - 1999
Job Senior Regulatory Officer for ICE Futures Canada Inc.
Industry Financial Services
Experience
IntercontinentalExchange, Inc. (ICE Futures Canada Inc.) 2012 - Present
Ombudsman for Banking Services and Investments (OBSI) 2009 - November 2011
Assante Wealth Management 2006 - 2009
Assante Wealth Management 2002 - 2006
People First HR Services 2000 - 2002
Self-employed 1999 - 2000
RBC Dominion Securities 1996 - 1999
Government of Canada 1988 - 1996
Skills
Compliance, Mutual Funds
Education
University of Manitoba 2000 — 2005
MBA, Finance
IntercontinentalExchange, Inc. (ICE Futures Canada Inc.) 2012 - Present
Ombudsman for Banking Services and Investments (OBSI) 2009 - November 2011
Assante Wealth Management 2006 - 2009
Assante Wealth Management 2002 - 2006
People First HR Services 2000 - 2002
Self-employed 1999 - 2000
RBC Dominion Securities 1996 - 1999
Government of Canada 1988 - 1996
Skills
Compliance, Mutual Funds
Education
University of Manitoba 2000 — 2005
MBA, Finance
Nathan Sahrmann's RBC Dominion Securities Experience November 2011 - Present
Job Associate at RBC Dominion Securities
Industry Research
Experience
RBC Dominion Securities November 2011 - Present
Short Term Consultancy Service (UBC) May 2010 - April 2011
University of Northern British Columbia September 2007 - August 2009
University of Northern British Columbia September 2008 - April 2009
Skills
R, Statistics, Economics
Education
The University of British Columbia 2009 — 2010
Statistics
University of Northern British Columbia 2005 — 2009
B.Sc., Mathematics (minor Economics)
RBC Dominion Securities November 2011 - Present
Short Term Consultancy Service (UBC) May 2010 - April 2011
University of Northern British Columbia September 2007 - August 2009
University of Northern British Columbia September 2008 - April 2009
Skills
R, Statistics, Economics
Education
The University of British Columbia 2009 — 2010
Statistics
University of Northern British Columbia 2005 — 2009
B.Sc., Mathematics (minor Economics)
Owen O'Neill's RBC Dominion Securities Experience August 1998 - February 2002
Job Managing Partner at Belvedere Trading, LLC
Industry Capital Markets
Experience
Belvedere Trading, LLC March 2002 - June 2015
RBC Dominion Securities August 1998 - February 2002
Societe Generale June 1998 - July 1998
Education
University of Illinois at Urbana-Champaign 1995 — 1998
BS, Finance
Belvedere Trading, LLC March 2002 - June 2015
RBC Dominion Securities August 1998 - February 2002
Societe Generale June 1998 - July 1998
Education
University of Illinois at Urbana-Champaign 1995 — 1998
BS, Finance
Kristina Worden's RBC Dominion Securities Experience January 2014 - March 2014
Job Trust Administrator at CIBC Private Wealth Management
Industry Financial Services
Experience
CIBC Private Wealth Management March 2014 - Present
RBC Dominion Securities January 2014 - March 2014
Assante Wealth Management June 2012 - December 2013
CIBC Wealth Management April 2013 - August 2013
Front Street Capital August 2012 - January 2013
Macquarie Group January 2012 - May 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Social Media, Social Skills, Research, Teamwork, Wealth Management..., Intellectual Capital..., Social Networking, Wealth Preservation..., Wealth Accumulation..., Intergenerational..., Banking, Software Documentation, Time Management, Wealth Management
Education
Sheridan College 2011 — 2013
Banking and Wealth Management Advanced Diploma
University of Guelph
CIBC Private Wealth Management March 2014 - Present
RBC Dominion Securities January 2014 - March 2014
Assante Wealth Management June 2012 - December 2013
CIBC Wealth Management April 2013 - August 2013
Front Street Capital August 2012 - January 2013
Macquarie Group January 2012 - May 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Social Media, Social Skills, Research, Teamwork, Wealth Management..., Intellectual Capital..., Social Networking, Wealth Preservation..., Wealth Accumulation..., Intergenerational..., Banking, Software Documentation, Time Management, Wealth Management
Education
Sheridan College 2011 — 2013
Banking and Wealth Management Advanced Diploma
University of Guelph
Victor Bao's RBC Dominion Securities Experience May 2000 - December 2000
Job Sr. Technical Analyst at Teranet Inc.
Industry Information Technology and Services
Experience
Teranet Inc. January 2001 - Present
RBC Dominion Securities May 2000 - December 2000
Sunniwell April 1995 - May 2000
Hewlett-Packard September 1993 - April 1995
Institute of High Energy Physics, Chinese Academy Of Sciences February 1992 - September 1993
Skills
Storage Management, EMC, NetApp, Unix, VMware, Virtualization, NAS, FC, Unix Administration, Performance Analysis, Interoperability, Troubleshooting, Teamwork
Education
Institute of High Energy Physics, Chinese Academy of Sciences 1989 — 1992
MS, Accelerator Physics & Application
Tsinghua University 1984 — 1989
BS, Accelerator Physics
Teranet Inc. January 2001 - Present
RBC Dominion Securities May 2000 - December 2000
Sunniwell April 1995 - May 2000
Hewlett-Packard September 1993 - April 1995
Institute of High Energy Physics, Chinese Academy Of Sciences February 1992 - September 1993
Skills
Storage Management, EMC, NetApp, Unix, VMware, Virtualization, NAS, FC, Unix Administration, Performance Analysis, Interoperability, Troubleshooting, Teamwork
Education
Institute of High Energy Physics, Chinese Academy of Sciences 1989 — 1992
MS, Accelerator Physics & Application
Tsinghua University 1984 — 1989
BS, Accelerator Physics
Robert Anselmo's RBC Dominion Securities Experience September 2000 - Present
Job RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities September 2000 - Present
Skills
Alternative Investments, Portfolio Management, Investment Advisory, Fixed Income, Asset Management, Equities, Investment Strategies, Mutual Funds, Wealth Management, Securities, Asset Allocation, ETFs, Investment Management
Education
University of Alberta 1989 — 1990
Graduate Studies
University of Victoria 1984 — 1989
Bachelor of Arts
RBC Dominion Securities September 2000 - Present
Skills
Alternative Investments, Portfolio Management, Investment Advisory, Fixed Income, Asset Management, Equities, Investment Strategies, Mutual Funds, Wealth Management, Securities, Asset Allocation, ETFs, Investment Management
Education
University of Alberta 1989 — 1990
Graduate Studies
University of Victoria 1984 — 1989
Bachelor of Arts
Srishti Koul's RBC Dominion Securities Experience January 2010 - April 2010
Job Ontario Area Sales Analyst at PepsiCo Canada
Industry Consumer Goods
Experience
PepsiCo April 2014 - Present
PepsiCo Canada September 2012 - April 2014
PepsiCo July 2011 - August 2011
RBC Dominion Securities January 2010 - April 2010
Skills
Market Research, Financial Modeling, Leadership, Marketing Communications, Microsoft Office, Time Management, Sales, Marketing Strategy, Teamwork, Brand Management, New Business Development, Marketing Research, PowerPoint, Marketing, Sales Operations, Microsoft Excel, Competitive Analysis, Financial Analysis, Team Leadership, Customer Insight
Education
York University - Schulich School of Business 2008 — 2012
Bachelor’s Degree, International Business
Università Commerciale 'Luigi Bocconi' 2011 — 2011
Exchange Program
Dubai Modern High School
High School
PepsiCo April 2014 - Present
PepsiCo Canada September 2012 - April 2014
PepsiCo July 2011 - August 2011
RBC Dominion Securities January 2010 - April 2010
Skills
Market Research, Financial Modeling, Leadership, Marketing Communications, Microsoft Office, Time Management, Sales, Marketing Strategy, Teamwork, Brand Management, New Business Development, Marketing Research, PowerPoint, Marketing, Sales Operations, Microsoft Excel, Competitive Analysis, Financial Analysis, Team Leadership, Customer Insight
Education
York University - Schulich School of Business 2008 — 2012
Bachelor’s Degree, International Business
Università Commerciale 'Luigi Bocconi' 2011 — 2011
Exchange Program
Dubai Modern High School
High School
Lally Fenol's RBC Dominion Securities Experience
Job Quality Control Administrator at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities
Skills
Customer Service, Microsoft Office, Administrative..., Office Administration, Accounts Receivable, Accounts Payable, Account Reconciliation, Back Office, Front Office, Banking, Outlook, PowerPoint, Quality Control
Education
Toronto School of Business 1997 — 1998
Computer Support Specialist & Computerized Accounting, Accounting and Business/Management, 92
RBC Dominion Securities
Skills
Customer Service, Microsoft Office, Administrative..., Office Administration, Accounts Receivable, Accounts Payable, Account Reconciliation, Back Office, Front Office, Banking, Outlook, PowerPoint, Quality Control
Education
Toronto School of Business 1997 — 1998
Computer Support Specialist & Computerized Accounting, Accounting and Business/Management, 92
Julie Maruoka's RBC Dominion Securities Experience September 2011 - Present
Job Branch Administrator at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities September 2011 - Present
RBC Dominion Securities May 2008 - September 2011
RBC Capital Markets 2007 - 2008
RBC Capital Markets 2002 - 2007
RBC Capital Markets 1999 - 2002
Skills
Capital Markets, Equities, Trading, Fixed Income, Securities, Investments, Derivatives, Mutual Funds, Trading Systems, Portfolio Management, Equity Trading, Options
Education
University of Guelph 1993 — 1997
Hon. B. Comm., Management & Finance
RBC Dominion Securities September 2011 - Present
RBC Dominion Securities May 2008 - September 2011
RBC Capital Markets 2007 - 2008
RBC Capital Markets 2002 - 2007
RBC Capital Markets 1999 - 2002
Skills
Capital Markets, Equities, Trading, Fixed Income, Securities, Investments, Derivatives, Mutual Funds, Trading Systems, Portfolio Management, Equity Trading, Options
Education
University of Guelph 1993 — 1997
Hon. B. Comm., Management & Finance
Jon Balon's RBC Dominion Securities Experience October 2010 - September 2011
Job Analytics Developer at Mansfield Communications
Industry Information Technology and Services
Experience
Mansfield Communications December 2014 - Present
Notesolution Inc. - OneClass July 2013 - May 2014
University of Toronto Scarborough May 2011 - April 2014
University of Toronto Scarborough April 2011 - April 2014
Shutterbugs Photography Club June 2012 - January 2014
RBC Dominion Securities October 2010 - September 2011
Association of Mathematical And Computer Sciences Students October 2010 - May 2011
Scarborough Campus Students' Union September 2007 - September 2007
Skills
Statistical Computing, Microsoft Office, SAS programming, Quantitative Analytics, Java, C Programming Language, SAS, R Programming, SQL, Generalized Linear..., ANOVA, Logistic Regression, Non-parametric Inference, Sample Survey Design, Design of Experiments, Time Series Analysis, Python Programming, Linear Regression, Procedural Programming, Object-oriented..., HTML, MiniTab, Weka, Adobe Creative Suite, Unix Shell Scripting, Programming, Teaching, Python
Education
University of Toronto - School of Continuing Studies 2013 — 2014
Certificate in Management of Enterprise Data Analytics (Big Data)
University of Toronto at Scarborough 2006 — 2012
Honours Bachelor of Science, Statistics, Mathematics, French
Université du Québec à Trois-Rivières 2010 — 2010
French (EXPLORE Program, L'École internationale de français)
Mansfield Communications December 2014 - Present
Notesolution Inc. - OneClass July 2013 - May 2014
University of Toronto Scarborough May 2011 - April 2014
University of Toronto Scarborough April 2011 - April 2014
Shutterbugs Photography Club June 2012 - January 2014
RBC Dominion Securities October 2010 - September 2011
Association of Mathematical And Computer Sciences Students October 2010 - May 2011
Scarborough Campus Students' Union September 2007 - September 2007
Skills
Statistical Computing, Microsoft Office, SAS programming, Quantitative Analytics, Java, C Programming Language, SAS, R Programming, SQL, Generalized Linear..., ANOVA, Logistic Regression, Non-parametric Inference, Sample Survey Design, Design of Experiments, Time Series Analysis, Python Programming, Linear Regression, Procedural Programming, Object-oriented..., HTML, MiniTab, Weka, Adobe Creative Suite, Unix Shell Scripting, Programming, Teaching, Python
Education
University of Toronto - School of Continuing Studies 2013 — 2014
Certificate in Management of Enterprise Data Analytics (Big Data)
University of Toronto at Scarborough 2006 — 2012
Honours Bachelor of Science, Statistics, Mathematics, French
Université du Québec à Trois-Rivières 2010 — 2010
French (EXPLORE Program, L'École internationale de français)
Jeramy Wilkes's RBC Dominion Securities Experience 2001 - Present
Job Associate Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities 2001 - Present
Skills
Investment Strategies, Asset Allocation, Wealth Management, ETFs, Investment Management, Fixed Income, Asset Managment, Equities, Portfolio Management
Education
University of Guelph 1996 — 2001
Bachelor of Arts, Economics
RBC Dominion Securities 2001 - Present
Skills
Investment Strategies, Asset Allocation, Wealth Management, ETFs, Investment Management, Fixed Income, Asset Managment, Equities, Portfolio Management
Education
University of Guelph 1996 — 2001
Bachelor of Arts, Economics
Darlene Nyegaard-Enright's RBC Dominion Securities Experience 1997 - 2004
Job Analytical Decision Maker and Diplomatic Problem Solver
Industry Human Resources
Experience
Wood Group PSN 2012 - 2012
Welcomehome Relocations 2009 - 2011
RBC Dominion Securities 1997 - 2004
RBC Dominion Securities 1993 - 1995
Education
University of Calgary Continuing Education
Human Resource Management Certificate
University of Calgary
Bachelor of Arts (B.A.), History
Gerlev Idrætshøjskole 1989 — 1989
Wood Group PSN 2012 - 2012
Welcomehome Relocations 2009 - 2011
RBC Dominion Securities 1997 - 2004
RBC Dominion Securities 1993 - 1995
Education
University of Calgary Continuing Education
Human Resource Management Certificate
University of Calgary
Bachelor of Arts (B.A.), History
Gerlev Idrætshøjskole 1989 — 1989
Hani Mikhail's RBC Dominion Securities Experience
Job Fund Accountant at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities
Skills
Financial Analysis, Finance, Investments
Education
University of La Verne 1992 — 1997
Bachelor’s Degree, Accounting
RBC Dominion Securities
Skills
Financial Analysis, Finance, Investments
Education
University of La Verne 1992 — 1997
Bachelor’s Degree, Accounting
David Salloum MBA CFP CIM FCSI TEP FPSC's RBC Dominion Securities Experience
Job Vice President, Director, Portfolio Manager & Wealth Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities
Education
University of Calgary
Master of Business Administration (M.B.A.)
RBC Dominion Securities
Education
University of Calgary
Master of Business Administration (M.B.A.)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY