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
Zak Shewchuk Zak Shewchuk's RBC Dominion Securities Experience May 2008 - July 2009
Job HR & IT Manager at Vanrx Pharmasystems Inc.
Industry Pharmaceuticals
Experience
Vanrx Pharmasystems Inc. March 2013 - Present
Robert Half Technology July 2011 - March 2013
Vanrx PharmaSystems Inc. August 2009 - July 2011
RBC Dominion Securities May 2008 - July 2009
SaskTel May 2004 - August 2007
Skills
Adobe Creative Suite, phpMyAdmin, Wordpress, InDesign, Website Development, Web Analytics, IT Operations, Technical Recruiting, Creative Strategy, Recruiting, WordPress, Consulting, Temporary Placement, Start-ups, Account Management, Human Resources, Interviews, Talent Acquisition
Education
University of Saskatchewan 2003 — 2008
Bachelor of Commerce, Finance
Vanrx Pharmasystems Inc. March 2013 - Present
Robert Half Technology July 2011 - March 2013
Vanrx PharmaSystems Inc. August 2009 - July 2011
RBC Dominion Securities May 2008 - July 2009
SaskTel May 2004 - August 2007
Skills
Adobe Creative Suite, phpMyAdmin, Wordpress, InDesign, Website Development, Web Analytics, IT Operations, Technical Recruiting, Creative Strategy, Recruiting, WordPress, Consulting, Temporary Placement, Start-ups, Account Management, Human Resources, Interviews, Talent Acquisition
Education
University of Saskatchewan 2003 — 2008
Bachelor of Commerce, Finance
Steven Birch Steven Birch's RBC Dominion Securities Experience October 1984 - September 1988
Job President at William O'Neil + Co. Inc.
Industry Financial Services
Experience
William O'Neil + Co. Inc. February 2010 - Present
William O'Neil + Co. Inc. November 1997 - Present
William O'Neil + Co. Inc. August 2007 - February 2010
William O'Neil + Co. Inc. March 1995 - November 1997
Commodities Corporation (U.S.A.) N.V. January 1992 - April 1994
Fundamental Trading Corp. March 1989 - January 1992
Yelton Fiscal, Inc. September 1988 - March 1989
RBC Dominion Securities October 1984 - September 1988
Skills
Portfolio Management, Investments, Equity Research, Equities, Hedge Funds, Management, Financial Modeling, Asset Management, Valuation, Capital Markets, Alternative Investments, Trading, Bloomberg, Research, Financial Markets, Fixed Income, Asset Managment, Securities
Education
University of North Carolina at Chapel Hill 1979 — 1983
BS, Finance
William O'Neil + Co. Inc. February 2010 - Present
William O'Neil + Co. Inc. November 1997 - Present
William O'Neil + Co. Inc. August 2007 - February 2010
William O'Neil + Co. Inc. March 1995 - November 1997
Commodities Corporation (U.S.A.) N.V. January 1992 - April 1994
Fundamental Trading Corp. March 1989 - January 1992
Yelton Fiscal, Inc. September 1988 - March 1989
RBC Dominion Securities October 1984 - September 1988
Skills
Portfolio Management, Investments, Equity Research, Equities, Hedge Funds, Management, Financial Modeling, Asset Management, Valuation, Capital Markets, Alternative Investments, Trading, Bloomberg, Research, Financial Markets, Fixed Income, Asset Managment, Securities
Education
University of North Carolina at Chapel Hill 1979 — 1983
BS, Finance
Matthew Bolzicco Matthew Bolzicco's RBC Dominion Securities Experience July 2010 - January 2011
Job Finance Professional
Industry Financial Services
Experience
CIBC Commercial Banking May 2012 - June 2015
CIBC Commercial Banking July 2011 - May 2012
RBC Dominion Securities July 2010 - January 2011
TD Waterhouse 2008 - 2010
Skills
Banking, Commercial Banking, Credit, Derivatives, Equities, Mutual Funds, Investments, Financial Statement..., Options, Analysis, Wealth Management, Trading, Fixed Income, Financial Risk
Education
University of New Brunswick 2002 — 2007
Business Administration, Finance & Economics
CFA Institute
Level 2 Candidate 2013
University of Toronto
CIBC Commercial Banking May 2012 - June 2015
CIBC Commercial Banking July 2011 - May 2012
RBC Dominion Securities July 2010 - January 2011
TD Waterhouse 2008 - 2010
Skills
Banking, Commercial Banking, Credit, Derivatives, Equities, Mutual Funds, Investments, Financial Statement..., Options, Analysis, Wealth Management, Trading, Fixed Income, Financial Risk
Education
University of New Brunswick 2002 — 2007
Business Administration, Finance & Economics
CFA Institute
Level 2 Candidate 2013
University of Toronto
Sacha Imbert, CFA Sacha Imbert, CFA's RBC Dominion Securities Experience January 2005 - Present
Job Investment Advisor, RBC Dominion Securities Inc.
Industry Investment Management
Experience
RBC Dominion Securities January 2005 - Present
Maple Lane Charitable Foundation December 2012 - Present
Skills
Entrepreneurship, Wealth Management, Valuation, Money Management, Leadership, Wealth, Investments, Business, Financial Markets, Estate Planning, Investment Strategies, Financial Modeling, Private Equity, Investment Advisory, Asset Allocation, Portfolio Management, Financial Analysis, Securities, Retirement, Retirement Planning, Risk Management, Equity Valuation, Capital Markets, Bloomberg, Equities, Finance, Bonds, Alternative Investments, Hedge Funds, Derivatives, Due Diligence, Fixed Income, Financial Advisory, Equity Research, Economics, Options, Investment Management, High Net Worth..., Strategic Financial..., Wealth Management..., ETFs, Asset Management, Trading, Mutual Funds, Bloomberg Terminal, Financial Services, Investment Banking, Equity Trading, Financial Planning
Education
CFA 2004 — 2007
CFA, Finance
University of Ottawa 1999 — 2004
B.Comm, Finance
RBC Dominion Securities January 2005 - Present
Maple Lane Charitable Foundation December 2012 - Present
Skills
Entrepreneurship, Wealth Management, Valuation, Money Management, Leadership, Wealth, Investments, Business, Financial Markets, Estate Planning, Investment Strategies, Financial Modeling, Private Equity, Investment Advisory, Asset Allocation, Portfolio Management, Financial Analysis, Securities, Retirement, Retirement Planning, Risk Management, Equity Valuation, Capital Markets, Bloomberg, Equities, Finance, Bonds, Alternative Investments, Hedge Funds, Derivatives, Due Diligence, Fixed Income, Financial Advisory, Equity Research, Economics, Options, Investment Management, High Net Worth..., Strategic Financial..., Wealth Management..., ETFs, Asset Management, Trading, Mutual Funds, Bloomberg Terminal, Financial Services, Investment Banking, Equity Trading, Financial Planning
Education
CFA 2004 — 2007
CFA, Finance
University of Ottawa 1999 — 2004
B.Comm, Finance
John Abbenda CFP, TEP, CPCA John Abbenda CFP, TEP, CPCA's RBC Dominion Securities Experience February 2008 - September 2010
Job Investment & Retirement Planner at RBC Royal Bank
Industry Financial Services
Experience
RBC Royal Bank October 2010 - Present
RBC Dominion Securities February 2008 - September 2010
BMO Harris Private Banking August 1987 - November 2007
Skills
Wealth Management, Estate Planning, Inheritance Tax Planning, High Net Worth..., Financial Planning, Pensions, Retirement, Wealth Transfer, Strategic Financial..., Wealth, Investments, Financial Advisory, Trusts, Wealth Management..., Finance, Investment Strategies, Retirement Planning, Investment Advisory, Mutual Funds, Financial Planners, Personal Financial..., Portfolio Management, Asset Allocation, Critical Illness, Personal Finance, Wealth Accumulation, Wills, Collaboration, Securities, ETFs, Investment Management, Teamwork, Asset Management, Banking, Financial Services
Education
University of Ottawa / Université d'Ottawa
RBC Royal Bank October 2010 - Present
RBC Dominion Securities February 2008 - September 2010
BMO Harris Private Banking August 1987 - November 2007
Skills
Wealth Management, Estate Planning, Inheritance Tax Planning, High Net Worth..., Financial Planning, Pensions, Retirement, Wealth Transfer, Strategic Financial..., Wealth, Investments, Financial Advisory, Trusts, Wealth Management..., Finance, Investment Strategies, Retirement Planning, Investment Advisory, Mutual Funds, Financial Planners, Personal Financial..., Portfolio Management, Asset Allocation, Critical Illness, Personal Finance, Wealth Accumulation, Wills, Collaboration, Securities, ETFs, Investment Management, Teamwork, Asset Management, Banking, Financial Services
Education
University of Ottawa / Université d'Ottawa
Jason Forster, CFA Jason Forster, CFA's RBC Dominion Securities Experience February 2015 - Present
Job Associate Investment Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities February 2015 - Present
RBC Wealth Management October 2010 - Present
RBC March 2006 - October 2010
Skills
Portfolio Management, Investment Advisory, Investments, Credit, Wealth Management..., Strategic Financial..., Wealth Management, Investment Strategies, Mutual Funds, Retirement Planning, Banking, Estate Planning, Asset Allocation, Equities, Investment Management, High Net Worth..., Fixed Income, Financial Advisory, Retail Banking, Private Banking, Asset Managment, Retirement, Wealth
Education
University of Saskatchewan 1997 — 2001
B.Comm
RBC Dominion Securities February 2015 - Present
RBC Wealth Management October 2010 - Present
RBC March 2006 - October 2010
Skills
Portfolio Management, Investment Advisory, Investments, Credit, Wealth Management..., Strategic Financial..., Wealth Management, Investment Strategies, Mutual Funds, Retirement Planning, Banking, Estate Planning, Asset Allocation, Equities, Investment Management, High Net Worth..., Fixed Income, Financial Advisory, Retail Banking, Private Banking, Asset Managment, Retirement, Wealth
Education
University of Saskatchewan 1997 — 2001
B.Comm
Rob Meredith Rob Meredith's RBC Dominion Securities Experience November 2014 - Present
Job Financial Planner / Wealth Management Coordinator at RBC Dominion Securities
Industry Banking
Experience
RBC Dominion Securities November 2014 - Present
RBC Wealth Management December 2011 - October 2014
RBC Wealth Management March 2011 - November 2011
RBC Royal Bank 2009 - February 2010
SIR Corp Restaurants, Jack Astors July 2008 - July 2009
Darden Restaurants, Red Lobster May 2007 - July 2008
Mexicali Rosa’s Franchise Company October 2006 - May 2007
The Lone Star Group Of Restaurants January 2003 - January 2006
Clarica/SunLife Financial January 2002 - January 2003
Skills
Training, Management, Team Building, Investments, Budgets, Change Management, Sales, Employee Training, Leadership, Marketing Strategy, Marketing, Strategic Planning, Sales Management, Program Management, Customer Service, Coaching, Personal Financial..., Business Development..., Disability Planning, Business Development
Education
CSI Global 2012 — 2012
PFP, Financial Planning and Services
University of Ottawa 1999 — 2002
Bachelors, Social Sciences
CSI Global
Canadian Securities Course
CSI Global
Branch Compliance Officer
CSI Global
Personal Financial Services Advice
CSI Global
IFIC, Mutual Funds
RBC Dominion Securities November 2014 - Present
RBC Wealth Management December 2011 - October 2014
RBC Wealth Management March 2011 - November 2011
RBC Royal Bank 2009 - February 2010
SIR Corp Restaurants, Jack Astors July 2008 - July 2009
Darden Restaurants, Red Lobster May 2007 - July 2008
Mexicali Rosa’s Franchise Company October 2006 - May 2007
The Lone Star Group Of Restaurants January 2003 - January 2006
Clarica/SunLife Financial January 2002 - January 2003
Skills
Training, Management, Team Building, Investments, Budgets, Change Management, Sales, Employee Training, Leadership, Marketing Strategy, Marketing, Strategic Planning, Sales Management, Program Management, Customer Service, Coaching, Personal Financial..., Business Development..., Disability Planning, Business Development
Education
CSI Global 2012 — 2012
PFP, Financial Planning and Services
University of Ottawa 1999 — 2002
Bachelors, Social Sciences
CSI Global
Canadian Securities Course
CSI Global
Branch Compliance Officer
CSI Global
Personal Financial Services Advice
CSI Global
IFIC, Mutual Funds
Tanya McLean's RBC Dominion Securities Experience December 1999 - August 2000
Job Private Wealth Advisor at BMO Private Banking
Industry Financial Services
Experience
BMO Harris Private Banking April 2014 - Present
Bank of Montreal September 2000 - April 2014
RBC Dominion Securities December 1999 - August 2000
RBC August 1998 - December 1999
Skills
Wealth, Financial Advisory, Portfolio Management, Estate Planning, Wealth Accumulation, Asset Allocation, Retirement Savings, Personal Financial..., Banking, Wealth Management..., Financial Planners, Canadian Securities..., Investment Management, Credit
Education
University of Saskatchewan 1991 — 1995
Bachelor of Arts (B.A.), Business and Languages (French and Spanish)
Shaunavon High School
BMO Harris Private Banking April 2014 - Present
Bank of Montreal September 2000 - April 2014
RBC Dominion Securities December 1999 - August 2000
RBC August 1998 - December 1999
Skills
Wealth, Financial Advisory, Portfolio Management, Estate Planning, Wealth Accumulation, Asset Allocation, Retirement Savings, Personal Financial..., Banking, Wealth Management..., Financial Planners, Canadian Securities..., Investment Management, Credit
Education
University of Saskatchewan 1991 — 1995
Bachelor of Arts (B.A.), Business and Languages (French and Spanish)
Shaunavon High School
David Babbitt David Babbitt's RBC Dominion Securities Experience January 1989 - January 1994
Job First Vice President, Portfolio Manager
Industry Financial Services
Experience
CIBC Wood Gundy October 2002 - Present
TD Evergreen Investments January 1994 - October 2002
RBC Dominion Securities January 1989 - January 1994
Nesbitt Thompson 1982 - 1989
Skills
Investments, Strategic Financial..., Mutual Funds, Portfolio Management, Equities, Retirement Planning, Fixed Income, Financial Analysis, Financial Modeling, Estate Planning, Alternative Investments, Risk Management, Investment Strategies, Financial Markets, Wealth Management, Asset Allocation, Investment Advisory, Securities
Education
University of Ottawa 1978 — 1982
Bachelor of Business Administration, Economics, Accounting, Mathematics
CIBC Wood Gundy October 2002 - Present
TD Evergreen Investments January 1994 - October 2002
RBC Dominion Securities January 1989 - January 1994
Nesbitt Thompson 1982 - 1989
Skills
Investments, Strategic Financial..., Mutual Funds, Portfolio Management, Equities, Retirement Planning, Fixed Income, Financial Analysis, Financial Modeling, Estate Planning, Alternative Investments, Risk Management, Investment Strategies, Financial Markets, Wealth Management, Asset Allocation, Investment Advisory, Securities
Education
University of Ottawa 1978 — 1982
Bachelor of Business Administration, Economics, Accounting, Mathematics
Doug Nerland Doug Nerland's RBC Dominion Securities Experience January 1978 - June 2002
Job Partner, LandSouth Properties
Industry Real Estate
Experience
Florida College January 2013 - Present
Florida College June 2004 - December 2012
Florida College July 2002 - June 2004
RBC Dominion Securities January 1978 - June 2002
RBC Dominion Securities 1978 - 2002
Education
University of South Florida - College of Business Administration 1974 — 1976
B.S. in Business Administration, Finance and Marketing
Florida College 1972 — 1974
Associate of Arts
Florida College January 2013 - Present
Florida College June 2004 - December 2012
Florida College July 2002 - June 2004
RBC Dominion Securities January 1978 - June 2002
RBC Dominion Securities 1978 - 2002
Education
University of South Florida - College of Business Administration 1974 — 1976
B.S. in Business Administration, Finance and Marketing
Florida College 1972 — 1974
Associate of Arts
Jeff Morning Jeff Morning's RBC Dominion Securities Experience May 2000 - September 2000
Job IT Specialist at TD Wealth Management
Industry Information Technology and Services
Experience
TD Wealth Management June 2009 - Present
RBC July 2006 - May 2009
Blackmont Capital February 2006 - June 2006
Honda of Canada Manufacturing April 2004 - December 2005
devtopia e-business solutions June 2002 - April 2004
Isopia Interactive Networks October 2000 - February 2001
RBC Dominion Securities May 2000 - September 2000
Skills
Java, Web Development, JavaScript, Java Enterprise Edition, SQL, Web Applications, Web Services, SOA, XML, Software Development, Websphere, SDLC, Application Architecture, RAD, SOAP, Object Oriented Design, UML, DB2, Enterprise Architecture, Weblogic, WebSphere Application..., Ant, Spring, Tomcat, EJB, Oracle, Maven, WebSphere
Education
University of Ottawa
B.Soc Sc, Economics
TD Wealth Management June 2009 - Present
RBC July 2006 - May 2009
Blackmont Capital February 2006 - June 2006
Honda of Canada Manufacturing April 2004 - December 2005
devtopia e-business solutions June 2002 - April 2004
Isopia Interactive Networks October 2000 - February 2001
RBC Dominion Securities May 2000 - September 2000
Skills
Java, Web Development, JavaScript, Java Enterprise Edition, SQL, Web Applications, Web Services, SOA, XML, Software Development, Websphere, SDLC, Application Architecture, RAD, SOAP, Object Oriented Design, UML, DB2, Enterprise Architecture, Weblogic, WebSphere Application..., Ant, Spring, Tomcat, EJB, Oracle, Maven, WebSphere
Education
University of Ottawa
B.Soc Sc, Economics
Sean P. Harding Sean P. Harding's RBC Dominion Securities Experience February 2003 - August 2003
Job Senior Financial Planning Consultant at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod April 2013 - Present
RBC Wealth Management December 2009 - April 2013
BMO Harris Private Banking January 2008 - November 2008
RBC Wealth Managment November 2004 - December 2007
RBC Wealth Management - Financial Planning October 2003 - October 2004
RBC Dominion Securities February 2003 - August 2003
RBC Wealth Management - Financial Planning January 2002 - January 2003
RBC Royal Bank September 1998 - December 2001
Skills
Financial Planning, Asset Management, Succession Planning, Wealth Transfer, Wealth Management, Estate Planning, Retirement Planning, Investments, Private Banking, Insurance Planning, Charitable Giving, Strategic Financial..., Financial Planners, Wealth, Mutual Funds, High Net Worth..., Portfolio Management, Investment Management, Investment Advisory, Finance
Education
Society of Trust and Estate Practitioners 2009 — 2012
TEP, Student Member
Canadian Securities Institute 2009 — 2009
LLQP (Full), Insurance
Canadian Securities Institute 2002 — 2002
Branch Mgrs Course, Investment Compliance and Ethics
Canadian Securities Institute 2000 — 2001
Canadian Investment Management (CIM) Program, Advanced Investment and Portfolio Management
Canadian Securities Institute 2000 — 2001
Financial Management Advisor Program (FMA), Advanced Financial Planning
Canadian Securities Institute 1998 — 1999
PFPC, Financial Planning
Canadian Securities Institute 1998 — 1998
CPH, Investments Compliance & Ethics
Canadian Secuities Institute 1996 — 1997
CSC, Investment
University of Ottawa 1990 — 1996
Sociology
ScotiaMcLeod April 2013 - Present
RBC Wealth Management December 2009 - April 2013
BMO Harris Private Banking January 2008 - November 2008
RBC Wealth Managment November 2004 - December 2007
RBC Wealth Management - Financial Planning October 2003 - October 2004
RBC Dominion Securities February 2003 - August 2003
RBC Wealth Management - Financial Planning January 2002 - January 2003
RBC Royal Bank September 1998 - December 2001
Skills
Financial Planning, Asset Management, Succession Planning, Wealth Transfer, Wealth Management, Estate Planning, Retirement Planning, Investments, Private Banking, Insurance Planning, Charitable Giving, Strategic Financial..., Financial Planners, Wealth, Mutual Funds, High Net Worth..., Portfolio Management, Investment Management, Investment Advisory, Finance
Education
Society of Trust and Estate Practitioners 2009 — 2012
TEP, Student Member
Canadian Securities Institute 2009 — 2009
LLQP (Full), Insurance
Canadian Securities Institute 2002 — 2002
Branch Mgrs Course, Investment Compliance and Ethics
Canadian Securities Institute 2000 — 2001
Canadian Investment Management (CIM) Program, Advanced Investment and Portfolio Management
Canadian Securities Institute 2000 — 2001
Financial Management Advisor Program (FMA), Advanced Financial Planning
Canadian Securities Institute 1998 — 1999
PFPC, Financial Planning
Canadian Securities Institute 1998 — 1998
CPH, Investments Compliance & Ethics
Canadian Secuities Institute 1996 — 1997
CSC, Investment
University of Ottawa 1990 — 1996
Sociology
Erik Moisan Erik Moisan's RBC Dominion Securities Experience November 2006 - Present
Job Vice President and Portfolio Manager, GMPR RBC Wealth Management, Dominion Securities,
Industry Financial Services
Experience
RBC Dominion Securities November 2006 - Present
Scotia McLeod Inc September 1988 - November 2006
Skills
Investments, Asset Allocation, Wealth Management, Business Development, Investment Strategies, Investment Advisory, Mutual Funds, ETFs, Portfolio Management, Wealth Management..., Alternative Investments, Equities, Corporate Finance, Financial Services, Venture Capital, Investment Banking, Asset Managment, Investment Management, Wealth, Structured Products, Securities, High Net Worth..., Financial Advisory, Bonds, Hedge Funds, Asset Management
Education
University of Pennsylvania - The Wharton School 2007 — 2007
IMCA Alternative Investment Program, Finance and Investment
University of Pennsylvania - The Wharton School 1998 — 1998
IMCA Certified Investment Management Analyst Program
Vanier College 1983 — 1985
college stanislas 1978 — 1982
High School
RBC Dominion Securities November 2006 - Present
Scotia McLeod Inc September 1988 - November 2006
Skills
Investments, Asset Allocation, Wealth Management, Business Development, Investment Strategies, Investment Advisory, Mutual Funds, ETFs, Portfolio Management, Wealth Management..., Alternative Investments, Equities, Corporate Finance, Financial Services, Venture Capital, Investment Banking, Asset Managment, Investment Management, Wealth, Structured Products, Securities, High Net Worth..., Financial Advisory, Bonds, Hedge Funds, Asset Management
Education
University of Pennsylvania - The Wharton School 2007 — 2007
IMCA Alternative Investment Program, Finance and Investment
University of Pennsylvania - The Wharton School 1998 — 1998
IMCA Certified Investment Management Analyst Program
Vanier College 1983 — 1985
college stanislas 1978 — 1982
High School
Brad Hunter Brad Hunter's RBC Dominion Securities Experience June 1994 - May 2011
Job Director, Wealth Management│Portfolio Manager│Financial Advisor│Richardson GMP Ltd. Earning Returns for Families √
Industry Financial Services
Experience
Richardson GMP Limited June 2011 - Present
RBC Dominion Securities June 1994 - May 2011
RBC Dominion Securities June 1994 - May 2011
Mount Royal College November 1996 - May 1998
QByte November 1993 - May 1994
Price Waterhouse Coopers July 1990 - November 1993
Brown Riggs & Donen June 1989 - August 1989
Dunwoody & Company June 1988 - August 1988
Eastview Bowl January 1983 - May 1988
Skills
Investments, Securities, Investment Strategies, Portfolio Management, Personal Financial..., Wealth Management, Retirement Planning, Life Insurance, Financial Reporting, Tax, Investment Advisory, Due Diligence, Financial Analysis, Financial Modeling, Finance, Wealth, Retirement, Risk Management, Mutual Funds, Strategic Financial..., Asset Allocation, Asset Management, Estate Planning, Financial Advisory, Investment Management, ETFs, High Net Worth..., Alternative Investments, Financial Planners
Education
Institute of Chartered Accountants of Alberta 1989 — 2015
Chartered Accountant, Accounting
Financial Planning Standards Council 2007 — 2014
Certified Financial Planner, Financial Planning
Alberta Insurance Council 1994 — 2014
Level II Insurance Agent, Insurance
Canadian Securities Institute 1994 — 2014
Canadian Investment Manager, Portfolio Management
University of Saskatchewan 1988 — 1991
BComm, Accounting Honours
Richardson GMP Limited June 2011 - Present
RBC Dominion Securities June 1994 - May 2011
RBC Dominion Securities June 1994 - May 2011
Mount Royal College November 1996 - May 1998
QByte November 1993 - May 1994
Price Waterhouse Coopers July 1990 - November 1993
Brown Riggs & Donen June 1989 - August 1989
Dunwoody & Company June 1988 - August 1988
Eastview Bowl January 1983 - May 1988
Skills
Investments, Securities, Investment Strategies, Portfolio Management, Personal Financial..., Wealth Management, Retirement Planning, Life Insurance, Financial Reporting, Tax, Investment Advisory, Due Diligence, Financial Analysis, Financial Modeling, Finance, Wealth, Retirement, Risk Management, Mutual Funds, Strategic Financial..., Asset Allocation, Asset Management, Estate Planning, Financial Advisory, Investment Management, ETFs, High Net Worth..., Alternative Investments, Financial Planners
Education
Institute of Chartered Accountants of Alberta 1989 — 2015
Chartered Accountant, Accounting
Financial Planning Standards Council 2007 — 2014
Certified Financial Planner, Financial Planning
Alberta Insurance Council 1994 — 2014
Level II Insurance Agent, Insurance
Canadian Securities Institute 1994 — 2014
Canadian Investment Manager, Portfolio Management
University of Saskatchewan 1988 — 1991
BComm, Accounting Honours
Patrick Shin Patrick Shin's RBC Dominion Securities Experience May 2013 - August 2013
Job Investment Banking Analyst
Industry Financial Services
Experience
Greentech Capital Advisors July 2015 - Present
RBC Dominion Securities May 2013 - August 2013
Skills
Statistics, Solidworks, Investment Banking, Analysis, Leadership, Management, Equities, Bloomberg
Education
University of Pennsylvania 2011 — 2015
Bachelor of Engineering (B.E.), Systems Engineering
Greentech Capital Advisors July 2015 - Present
RBC Dominion Securities May 2013 - August 2013
Skills
Statistics, Solidworks, Investment Banking, Analysis, Leadership, Management, Equities, Bloomberg
Education
University of Pennsylvania 2011 — 2015
Bachelor of Engineering (B.E.), Systems Engineering
King Leung King Leung's RBC Dominion Securities Experience 1999 - 2000
Job Manager, Projects and Software Development
Industry Information Technology and Services
Experience
Emperex (Formerly Data Design Sytems) 2009 - Present
Emperex (Formerly Data Design Sytems) 2000 - Present
RBC Dominion Securities 1999 - 2000
CIBC 1998 - 1999
Shared Network Services 1996 - 1998
ISM Library Information Services, UTLAS 1993 - 1995
UTLAS 1987 - 1993
Ocean City 1984 - 1986
Skills
HP NonStop, Software Configuration..., Software Development, Enscribe, Enform, TACL, Requirements Analysis, C, Project Management, Software Project..., TAL, COBOL, Integration
Education
HoneyWell Bull HN 1986 — 1988
University of Ottawa / Université d'Ottawa 1978 — 1982
B.Sc., Computer Science
PCVS 1976 — 1978
Emperex (Formerly Data Design Sytems) 2009 - Present
Emperex (Formerly Data Design Sytems) 2000 - Present
RBC Dominion Securities 1999 - 2000
CIBC 1998 - 1999
Shared Network Services 1996 - 1998
ISM Library Information Services, UTLAS 1993 - 1995
UTLAS 1987 - 1993
Ocean City 1984 - 1986
Skills
HP NonStop, Software Configuration..., Software Development, Enscribe, Enform, TACL, Requirements Analysis, C, Project Management, Software Project..., TAL, COBOL, Integration
Education
HoneyWell Bull HN 1986 — 1988
University of Ottawa / Université d'Ottawa 1978 — 1982
B.Sc., Computer Science
PCVS 1976 — 1978
Jonathan Orseck's RBC Dominion Securities Experience 1995 - 1996
Job Managing Director, Parametric Risk Advisors
Industry Financial Services
Experience
Eaton Vance October 2009 - Present
Parametric Risk Advisors March 2006 - Present
Bank of America Securities 2004 - 2006
Morgan Stanley 1996 - 2004
RBC Dominion Securities 1995 - 1996
Kidder Peabody 1994 - 1996
Skills
Equities, Portfolio Management, Alternative Investments, Asset Management, Derivatives, Capital Markets, Investments, Securities
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1986 — 1990
BSE, Computer Science
Eaton Vance October 2009 - Present
Parametric Risk Advisors March 2006 - Present
Bank of America Securities 2004 - 2006
Morgan Stanley 1996 - 2004
RBC Dominion Securities 1995 - 1996
Kidder Peabody 1994 - 1996
Skills
Equities, Portfolio Management, Alternative Investments, Asset Management, Derivatives, Capital Markets, Investments, Securities
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1986 — 1990
BSE, Computer Science
Brett Standen, MBA, CIM's RBC Dominion Securities Experience May 2006 - September 2009
Job Wealth Advisor at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod November 2013 - Present
Canaccord Genuity Inc. November 2011 - November 2013
Russell Investments November 2010 - November 2011
RBC Dominion Securities May 2006 - September 2009
Skills
Investments, Strategic Financial..., Wealth Management, Trading, Equities, Mutual Funds, Strategy, Financial Advisory, Bonds, ETFs, Finance, Private Placements, Retirement, Securities, Wealth Management...
Education
University of Phoenix 2006 — 2009
Master of Business Administration (MBA)
The University of Western Ontario 1998 — 2002
King's Edgehill 1996 — 1998
Canadian Securities Institute
Canadian Investment Manager, Finance and Financial Management Services
ScotiaMcLeod November 2013 - Present
Canaccord Genuity Inc. November 2011 - November 2013
Russell Investments November 2010 - November 2011
RBC Dominion Securities May 2006 - September 2009
Skills
Investments, Strategic Financial..., Wealth Management, Trading, Equities, Mutual Funds, Strategy, Financial Advisory, Bonds, ETFs, Finance, Private Placements, Retirement, Securities, Wealth Management...
Education
University of Phoenix 2006 — 2009
Master of Business Administration (MBA)
The University of Western Ontario 1998 — 2002
King's Edgehill 1996 — 1998
Canadian Securities Institute
Canadian Investment Manager, Finance and Financial Management Services
Jason Zomok's RBC Dominion Securities Experience 2007 - 2010
Job Account Manager
Industry Banking
Experience
RBC Dominion Securities Global Ltd. December 2007 - 2010
RBC Dominion Securities 2007 - 2010
RBC Royal Bank January 2004 - December 2007
RBC Royal Bank October 2001 - December 2003
Education
CFA Institute 2002 — 2007
CFA Charter Holder
University of Ottawa
RBC Dominion Securities Global Ltd. December 2007 - 2010
RBC Dominion Securities 2007 - 2010
RBC Royal Bank January 2004 - December 2007
RBC Royal Bank October 2001 - December 2003
Education
CFA Institute 2002 — 2007
CFA Charter Holder
University of Ottawa
Tania Pironcelli's RBC Dominion Securities Experience June 2000 - June 2001
Job Senior Marketing Manager, New Business at Sun Life Financial
Industry Marketing and Advertising
Experience
Sun Life Financial April 2013 - Present
Assuris March 2008 - September 2012
John Hancock Life Insurance Company (U.S.A.) July 2006 - March 2008
John Hancock Life Insurance Company (U.S.A.) June 2001 - July 2006
RBC Dominion Securities June 2000 - June 2001
Skills
Marketing Communications, Financial Services, Mutual Funds, Relationship Management, Digital Marketing, Internal Communications, Corporate Communications, Copywriting, Marketing Strategy, Advertising, Email Marketing, Web Analytics, Investments, Project Management, Vendor Management, Direct Marketing, Marketing, Newsletters, Corporate Branding, Strategy
Education
University of Ottawa / Université d'Ottawa 1997 — 2001
Bachelor of Commerce (B.Com.), Marketing
Sun Life Financial April 2013 - Present
Assuris March 2008 - September 2012
John Hancock Life Insurance Company (U.S.A.) July 2006 - March 2008
John Hancock Life Insurance Company (U.S.A.) June 2001 - July 2006
RBC Dominion Securities June 2000 - June 2001
Skills
Marketing Communications, Financial Services, Mutual Funds, Relationship Management, Digital Marketing, Internal Communications, Corporate Communications, Copywriting, Marketing Strategy, Advertising, Email Marketing, Web Analytics, Investments, Project Management, Vendor Management, Direct Marketing, Marketing, Newsletters, Corporate Branding, Strategy
Education
University of Ottawa / Université d'Ottawa 1997 — 2001
Bachelor of Commerce (B.Com.), Marketing
Duane Sorrey's RBC Dominion Securities Experience October 2003 - Present
Job Senior Technical Systems Analyst at RBC Dominion Securities
Industry Information Technology and Services
Experience
RBC Dominion Securities October 2003 - Present
Reuters May 1990 - September 2002
IP Sharp Associates May 1986 - May 1990
Education
University of New Brunswick 1979 — 1985
BSc(CS) + MSc(CS), Computer Science
RBC Dominion Securities October 2003 - Present
Reuters May 1990 - September 2002
IP Sharp Associates May 1986 - May 1990
Education
University of New Brunswick 1979 — 1985
BSc(CS) + MSc(CS), Computer Science
claude rouleau's RBC Dominion Securities Experience November 1983 - Present
Job Rouleau Group Family Wealth Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities November 1983 - Present
RBC Dominion Securities 1983 - Present
Education
University of Ottawa 1977 — 1979
Bacc, Business
RBC Dominion Securities November 1983 - Present
RBC Dominion Securities 1983 - Present
Education
University of Ottawa 1977 — 1979
Bacc, Business
Jonathan Smart, CFA's RBC Dominion Securities Experience July 2010 - Present
Job Associate at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities July 2010 - Present
Cummins Eastern Canada July 2009 - June 2010
Russell Investments October 2008 - April 2009
Skills
Financial Analysis, Mutual Funds, Equities, Wealth Management, Investment Management, Fixed Income, Investment Strategies, Portfolio Management, Financial Modeling
Education
University of Toronto - Rotman School of Management 2014 — 2016
Master of Finance
University of Ottawa 2005 — 2008
Honours BComm, Accounting
RBC Dominion Securities July 2010 - Present
Cummins Eastern Canada July 2009 - June 2010
Russell Investments October 2008 - April 2009
Skills
Financial Analysis, Mutual Funds, Equities, Wealth Management, Investment Management, Fixed Income, Investment Strategies, Portfolio Management, Financial Modeling
Education
University of Toronto - Rotman School of Management 2014 — 2016
Master of Finance
University of Ottawa 2005 — 2008
Honours BComm, Accounting
Megan Takeda, CFA's RBC Dominion Securities Experience June 2007 - April 2010
Job Senior Investment Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
Fidelity Investments August 2010 - August 2011
RBC Dominion Securities June 2007 - April 2010
Skills
Equities, Investment Management, Investments, Mutual Funds, Portfolio Management, Wealth Management, Asset Allocation
Education
University of Ottawa 2003 — 2007
Bachelor in Commerce, Finance
Fidelity Investments August 2011 - Present
Fidelity Investments August 2010 - August 2011
RBC Dominion Securities June 2007 - April 2010
Skills
Equities, Investment Management, Investments, Mutual Funds, Portfolio Management, Wealth Management, Asset Allocation
Education
University of Ottawa 2003 — 2007
Bachelor in Commerce, Finance
Lata Poduval's RBC Dominion Securities Experience January 2003 - Present
Job Associate Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities January 2003 - Present
Education
Rosary High School
University of Pune
RBC Dominion Securities January 2003 - Present
Education
Rosary High School
University of Pune
Todd Almasi's RBC Dominion Securities Experience 1991 - 2002
Job Vice President Investment Advisor at Dundee Goodman Private Wealth
Industry Financial Services
Experience
Dundee Goodman Private Wealth September 2015 - Present
National Bank Financial January 2012 - August 2015
HSBC Securities January 2010 - January 2012
GMP Private Client L.P. March 2005 - January 2010
RBC Dominion Securities 1991 - 2002
Skills
Investment Advisory, Wealth Management, Retirement Planning, Mutual Funds, Investment Strategies, Asset Allocation, Alternative Investments, ETFs, Securities, Equities, Investment Management, Investments, Wealth Management..., Fixed Income, Portfolio Management, Asset Managment, High Net Worth..., Bonds, Wealth
Education
University of Saskatchewan
Dundee Goodman Private Wealth September 2015 - Present
National Bank Financial January 2012 - August 2015
HSBC Securities January 2010 - January 2012
GMP Private Client L.P. March 2005 - January 2010
RBC Dominion Securities 1991 - 2002
Skills
Investment Advisory, Wealth Management, Retirement Planning, Mutual Funds, Investment Strategies, Asset Allocation, Alternative Investments, ETFs, Securities, Equities, Investment Management, Investments, Wealth Management..., Fixed Income, Portfolio Management, Asset Managment, High Net Worth..., Bonds, Wealth
Education
University of Saskatchewan
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY