RBC Wealth Management - PH&N Investment Counsel

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RBC Wealth Management - PH&N Investment Counsel Employees

Employee
Years
Job
Industry
Lin Xiang, CFA Lin Xiang, CFA Vancouver, Canada Area Details
Lin Xiang, CFA's RBC Wealth Management - PH&N Investment Counsel Experience 2012 - Present
Job Investment Counsellor at RBC Wealth Management PH&N Investment Counsel
Industry Investment Management
Experience
RBC Wealth Management - PH&N Investment Counsel   2012 - Present
UBS Wealth Management  2010 - 2012
HSBC  1999 - 2010

Education
East China Normal University
Bachelor of Arts (B.A.)

The University of British Columbia
Master of Business Administration (MBA), Finance, General

Duncan Colterjohn Duncan Colterjohn Toronto, Canada Area Details
Duncan Colterjohn's RBC Wealth Management - PH&N Investment Counsel Experience January 2014 - April 2014
Job Global Markets Summer Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets  April 2015 - August 2015
RBC Global Asset Management  September 2014 - December 2014
RBC Wealth Management - PH&N Investment Counsel   January 2014 - April 2014
MCAN Mortgage Corporation   May 2013 - August 2013
Paradox Farms Inc.   June 2011 - August 2011
Camp Hurontario  June 2010 - August 2010

Skills
Financial Analysis, Corporate Finance, Financial Modeling, Interpersonal..., Time Management, Leadership, Microsoft Excel, Teamwork, Microsoft Office, Research, Finance, Tenacious Work Ethic, Microsoft Word, PowerPoint

Education
Dalhousie University   2012 — 2016
Bachelor of Commerce (B.Com.) Co-op, Finance, General

Neuchatel Junior College, Switzerland   2011 — 2012
Ontario High School Diploma

Taraneh Khoie Taraneh Khoie Vancouver, Canada Area Details
Taraneh Khoie's RBC Wealth Management - PH&N Investment Counsel Experience June 2013 - August 2013
Job Portfolio Administrator at HSBC
Industry Investment Banking
Experience
HSBC Global Asset Management  March 2015 - Present
HSBC Global Asset Management  October 2013 - May 2014
RBC Wealth Management - PH&N Investment Counsel   June 2013 - August 2013
SAP  January 2012 - August 2012
HRSDC  September 2011 - December 2011

Skills
Business Intelligence, Java, C++, SQL, SAP, Financial Analysis, Python, MySQL, HTML, Databases, Bloomberg Terminal, Software Development, CSS, Matlab, Crystal Reports, Eclipse, Mobile Applications, Risk Management, Linux, Portfolio Management, Equities, Fixed Income, Asset Management, Portfolio Optimization

Education
CFA Institute
Chartered Financial Analyst program

Simon Fraser University   2007 — 2012
Bachelor, Computer Science

Alana Singer Alana Singer Montreal, Canada Area Details
Alana Singer's RBC Wealth Management - PH&N Investment Counsel Experience May 2015 - Present
Job Portfolio Management Assistant at RBC Wealth Management PH&N Investment Counsel
Industry Investment Management
Experience
RBC Wealth Management - PH&N Investment Counsel   May 2015 - Present
RBC  May 2014 - August 2014
Pfizer Canada Inc.  September 2012 - May 2013
Singer Plastics   January 2010 - September 2012

Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, SAP, Forecasting, Financial Reporting, Access, Financial Analysis, Sales, Teamwork, Time Management, Accounting, Outlook, Team Leadership, Social Media

Education
John Molson School of Business-Concordia University   2011 — 2014
Finance

Dawson College   2009 — 2011
DEC, Commerce, Commerce

Riverdale High School   2003 — 2009
High School/Secondary Diploma

Ben Duffield Ben Duffield Montreal, Canada Area Details
Ben Duffield's RBC Wealth Management - PH&N Investment Counsel Experience June 2012 - May 2013
Job Director of Marketing, Project Manager at Supreme Optimization, LLC
Industry Marketing and Advertising
Experience
Supreme Optimization, LLC   May 2015 - Present
RBC Wealth Management - PH&N Investment Counsel   June 2012 - May 2013
Jarvis Investments LLC   May 2008 - January 2011

Skills
SEO, Online Marketing, PPC, Marketing, Management, Lead Generation, Social Media Marketing, User Experience, Business Development, Google Adwords, Web Development

Education
Thinkful   2014 — 2015
Frontend Web Development Course, Web Development

Chartered Institute for Securities and Investment   2010 — 2013
Investment Operations Certificate, Investments and Securities

University of Birmingham   2004 — 2007
Bachelor of Science (BSc) Mathematics and Sports Science, Mathematics, 2:1

John Spitman CFA, CFP, FCSI, CIM, BA John Spitman CFA, CFP, FCSI, CIM, BA Toronto, Canada Area Details
John Spitman CFA, CFP, FCSI, CIM, BA's RBC Wealth Management - PH&N Investment Counsel Experience January 2015 - Present
Job Investment Counsellor at RBC Wealth Management PH&N Investment Counsel
Industry Investment Management
Experience
RBC Wealth Management - PH&N Investment Counsel   January 2015 - Present
1832 Asset Management L.P. ( formerly Scotia Asset Management )   November 2008 - December 2014
AIC Ltd  2003 - 2008
AIC Investment Services   2003 - 2008
TD Waterhouse  December 1999 - January 2003
McDermid St Lawrence Securities   1994 - 1999

Skills
Wealth Management, Portfolio Management, Investments, Financial Planning, Securities, Asset Management, Options, Equities, Bonds, Investment Strategies, Asset Allocation, Trading, Retirement Planning, Wealth, Financial Analysis, Strategic Financial..., Asset Managment, Estate Planning, Fixed Income, Mutual Funds, Investment Management, Alternative Investments, Investment Advisory, Bloomberg, ETFs, Capital Markets, Derivatives, Structured Products, Equity Research, Hedge Funds, Financial Advisory, Financial Modeling, Financial Markets, Wealth Management..., Equity Valuation, Equity Trading, Private Equity, Financial Services, Equity Derivatives, Private Banking, Valuation

Education
CFA Institute   1999 — 2003
CFA, Finance, General

McMaster University   1989 — 1993
BA, Economics

cathedral boys   1985 — 1989

Elizabeth Bolivar-Velez Elizabeth Bolivar-Velez Toronto, Canada Area Details
Elizabeth Bolivar-Velez's RBC Wealth Management - PH&N Investment Counsel Experience February 2015 - Present
Job Regional Manager Operations at RBC Wealth Management PH&N Investment Counsel
Industry Financial Services
Experience
RBC Wealth Management - PH&N Investment Counsel   February 2015 - Present
RBC Dominion Securities  January 2014 - Present
MD Physician Services  June 2013 - December 2013
MD Physcian Services   June 2007 - June 2013
MD Physician Services  2001 - 2007

Skills
Strategic Financial..., Business Planning, Wealth Management, Retirement Planning, Mutual Funds, Financial Services, Budgets, Insurance, Finance, Management, Investment Strategies

Education
Carleton University
Sociology

Long Chung Long Chung Calgary, Canada Area Details
Long Chung's RBC Wealth Management - PH&N Investment Counsel Experience February 2010 - Present
Job Associate Investment Counsellor at RBC Phillips Hager & North Investment Counsel
Industry Investment Management
Experience
RBC Wealth Management - PH&N Investment Counsel   February 2010 - Present
RBC Direct Investing  November 2007 - January 2010

Skills
Portfolio Management, Wealth Management, Asset Allocation, Investment Management, Investments, Equities, Fixed Income, Alternative Investments, Investment Advisory, Investment Strategies, Mutual Funds, Wealth Management..., Financial Planning, Retirement Planning, Securities, Asset Management, Financial Analysis, Derivatives, Investment Policy...

Education
Canadian Securities Institute   2003 — 2003
CSC, CPH

Handelshögskolan - Göteborg University   2001 — 2002
Exchange, Finance

Concordia University   1999 — 2002
Bachelor of Commerce, Finance

Iveta Andreeva, CFA Iveta Andreeva, CFA Calgary, Canada Area Details
Iveta Andreeva, CFA's RBC Wealth Management - PH&N Investment Counsel Experience April 2015 - Present
Job Portfolio Manager Associate at RBC PH&N Investment Counsel
Industry Oil & Energy
Experience
RBC Wealth Management - PH&N Investment Counsel   April 2015 - Present

Skills
Valuation, Equities, Financial Modeling, Equity Research, Portfolio Management, Private Equity, Bloomberg, Petroleum, Asset Management, Capital Markets, Investments, Energy Industry, Energy, Natural Gas, Commodity, Due Diligence, Derivatives, Business Analysis, Trading, Financial Analysis, Investment Banking, Mergers & Acquisitions, Project Management, Corporate Finance

Education
Financial Industry Regulatory Authority (FINRA)   2011 — 2011
Series 7 Securities License

Canadian Securities Institute (CSI)   2010 — 2010
Trader Training Course

CFA Institute   2007 — 2010
Chartered Financial Analyst

Carleton University   2001 — 2005
Bachelor's Degree, Finance, Honours

Bowei Yang, CFA Bowei Yang, CFA Vancouver, Canada Area Details
Bowei Yang, CFA's RBC Wealth Management - PH&N Investment Counsel Experience June 2012 - Present
Job Associate Portfolio Manager at RBC Wealth Management PH&N Investment Counsel
Industry Banking
Experience
RBC Wealth Management - PH&N Investment Counsel   June 2012 - Present
HSBC Global Asset Management  January 2011 - June 2012
Everich Real Estate Group Inc.   June 2010 - November 2010
JPMorgan Chase  May 2008 - April 2010

Skills
Investments, Finance, Banking, Financial Analysis, Credit, Portfolio Management, Loans, Risk Management, Credit Analysis, Financial Services

Education
The University of British Columbia   2004 — 2008
Commerce, Finance

Clement Li Clement Li Toronto, Canada Area Details
Clement Li's RBC Wealth Management - PH&N Investment Counsel Experience July 2011 - May 2013
Job Produce, Dairy & Frozen Assistant at T & T Supermarket
Industry Supermarkets
Experience
T & T Supermarket  June 2014 - Present
T & T Supermarket  November 2013 - January 2014
RBC Wealth Management - PH&N Investment Counsel   July 2011 - May 2013
RBC Direct Investing Inc   November 2009 - July 2011
RBC Bank  December 2007 - November 2009

Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Banking, Investments, Business Analysis, Consumer Lending, Sales, Accounting, Teamwork, Mutual Funds, Asset Allocation, Portfolio Management, Wealth Management, Financial Modeling, Retail Banking, Data Analysis, High Net Worth..., Equities, Bloomberg, Loans, Securities, Investment Management, Fixed Income, VBA, ETFs, Asset Management, Financial Advisory, Wealth, Financial Markets, Credit Cards, Financial Reporting, Financial Services, Finance, Technical Analysis, Investment Advisory, Investment Strategies, Financial Planners, Cash Management, Time Management, Risk Management, Training, Team Leadership

Education
Seneca College of Applied Arts and Technology   2007 — 2008
Ontario College Graduate Certificate, Marketing Management

University of Waterloo   2003 — 2007
Bachelor of Science (BSc), Science and Business

St. Robert CHS   1999 — 2003
High School Diploma, High School/Secondary Diplomas and Certificates

St. Joseph College