Richardson GMP
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Richardson GMP Employees
Richardson GMP Limited October 2005 - Present
East Coast Connected July 2013 - January 2015
Richardson Partners Financial January 2006 - January 2010
Richardson GMP October 2005 - January 2006
Saint Mary's University 2004 - 2005
Skills
Wealth Management, Investments, Financial Planning, Retirement Planning, Financial Analysis, Asset Management, Portfolio Management, Insurance, Strategic Financial..., Asset Managment, Mutual Funds, Investment Advisory, Mergers & Acquisitions, Financial Services, Investment Strategies, Financial Modeling, Estate Planning, High Net Worth..., Asset Allocation, Financial Planners, Equities, Alternative Investments, Securities, Financial Advisory, ETFs, Wealth Management..., Investment Management
Education
Saint Mary's University 2000 — 2005
B.Comm & HR Certificate, Finance and Small Business & Entrepreneurship
Richardson GMP March 2014 - Present
Richmond Hospital Foundation November 2013 - November 2014
Richmond hospital foundation November 2008 - November 2014
Richardson GMP November 2013 - March 2014
Richmond Hospital Foundation January 2010 - November 2013
Macquarie Private Wealth February 2011 - October 2013
Macquarie Private Wealth June 2007 - February 2011
Suncor Development September 2005 - June 2007
BC Legislature/Premier's Office September 2004 - September 2005
Skills
Relationship Management, Investments, Alternative Investments, ETFs, Asset Managment, FX Options, Financial Analysis, Wealth Management..., Financial Services, Financial Advisory, Asset Allocation, Securities, Asset Management, Equity Research, Investment Advisory, Valuation, Portfolio Management, Due Diligence, Capital Markets, Finance, Wealth Management, Equities, Business Development, Mutual Funds, Investment Strategies, Hedge Funds, Analysis, Investment Management, Financial Modeling, Corporate Finance, Fixed Income
Education
CFA Institute
Chartered Financial Analyst
Canadian Securities Institute 2006 — 2007
CIM, Investment Management
Uppsala University 2003 — 2004
The University of British Columbia 2001 — 2004
Arts, Political Science
The University of Western Ontario - Huron University College
MacDougall Investment Counsel February 2014 - Present
RBC Wealth Management 2010 - 2013
Richardson GMP 2008 - 2010
RBC Wealth Management, International Advisory Group 2007 - 2008
CIBC Wood Gundy 1998 - 2007
Skills
Branch Administration, International Solutions, Wealth Management, Investments, Financial Services, Due Diligence, Securities Regulations, Risk Mitigation, Recruiting, Onboarding, Management, Business Development
Education
Concordia University 1995 — 1997
Bachelor of Commerce (BCom), Finance
Lebanese American University
Bachelor of Arts (BA), International Relations
Richardson GMP April 2015 - Present
Richardson GMP August 2013 - Present
Richardson GMP Limited October 2011 - August 2013
GMP Securities March 2011 - October 2011
GMP Securities October 2009 - March 2011
KPMG Audit January 2006 - October 2009
MacGillivray Chartered Accountants & Business Advisors September 2004 - January 2006
Skills
Financial Reporting, Finance, Auditing, Financial Modeling, Leadership
Education
McMaster University 1999 — 2004
BCOMM
Dundee Goodman Private Wealth March 2014 - Present
Richardson GMP September 2013 - March 2014
Macquarie Private Wealth May 2012 - November 2013
Canaccord Wealth Management March 2007 - May 2012
BMO Nesbitt Burns September 1997 - March 2007
Rae & Lipskie Investment Counsel June 1996 - March 1997
Black Investment Counsel June 1995 - May 1996
RBC Dominion Securities January 1991 - June 1995
CIBC Wood Gundy June 1987 - December 1990
Skills
Wealth Management, Investments, Investment Strategies, Equities, Investment Advisory, Estate Planning, CPCs, High Net Worth..., Mutual Funds, Portfolio Management, Retirement Planning, Investment Banking, Securities, Alternative Investments, Asset Allocation, Entrepreneurship, Finance, IPO, Strategic Financial..., Options, Asset Management, Bonds, Capital Markets, Financial Advisory, Investment Management, Private Placements, Hedge Funds, Private Equity, Investor Relations, Financial Planning
Education
The University of Western Ontario 1978 — 1980
Biology/Biological Sciences, General
Simon Fraser University
University of Waterloo
BMO Global Asset Management May 2015 - Present
RBC Global Asset Management September 2013 - April 2015
AGF Management Limited June 2005 - September 2013
Richardson GMP August 2003 - June 2006
Investors Group Financial Services Inc. March 2001 - August 2003
Investors Group Financial Services Inc. May 1996 - March 2001
Skills
Mutual Funds, Wealth Management, Investment Strategies, Asset Managment, Investments, Marketing Strategy, Account Management, Equities, Asset Management, Investment Advisory, Relationship Management, Financial Services, Financial Advisory, Asset Allocation, Portfolio Management, Securities, Retirement Planning
Education
University of Manitoba 1992 — 1997
Richardson GMP December 2013 - Present
Calgary TELUS Convention Centre October 2013 - May 2014
Skills
Python, Java, Customer Service, Leadership, Public Speaking
Education
University of California, Berkeley 2014 — 2018
Bachelor's Degree, Mathematics and Computer Science
Western Canada High School 2011 — 2014
High School, International Baccalaureate Diploma Programme
Richardson GMP March 2015 - Present
Richardson GMP November 2013 - March 2015
Macquarie Private Wealth (acquired by Richardson GMP) 2012 - November 2013
Macquarie Private Wealth (acquired by Richardson GMP) 2010 - 2012
Macquarie Private Wealth (acquired by Richardson GMP) 2009 - 2010
Blackmont Capital (acquired by Macquarie Private Wealth) 2008 - 2009
Blackmont Capital (acquired by Macquarie Private Wealth) 2006 - 2008
Skills
Digital Marketing, Marketing Strategy, Integrated Marketing, Marketing Communications, Social Media Marketing, Project Management, Print Production, Direct Marketing, Print, Marketing, Event Planning, Advertising, Public Speaking, Email Marketing, Event Management, Management, Marketing Management, Creative Direction, Strategy, Brand Development, Online Marketing, Sponsorship, Leadership, Financial Services
Education
Seneca College of Applied Arts and Technology
Marketing and Communications
The University of Western Ontario
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
Richardson GMP June 2014 - Present
Aversan Inc. March 2014 - June 2014
George Brown College January 2014 - March 2014
George Brown College September 2013 - January 2014
SportChek November 2009 - January 2014
York University August 2008 - December 2009
Skills
Training, Teamwork, Customer Service, Leadership, Microsoft Office, Coaching, Research, Team Leadership, PowerPoint, Data Analysis, Microsoft Excel, Public Speaking, Human Resources, Organizational..., Employee Relations, Time Management
Education
George Brown College
Post Grad Human Resources Management, Human Resources Management
York University
Bachelor of Arts, Psychology
Bain & Company August 2015 - Present
J.P. Morgan May 2014 - August 2014
Richardson GMP May 2013 - August 2013
Ivey Business School October 2012 - May 2013
Education
Ivey Business School at Western University 2011 — 2015
Bachelor's degree, Honours Business Administration
Old Scona Academic 2008 — 2011
Richardson GMP January 2014 - Present
Stifel Nicolaus Canada May 2011 - August 2013
TD Newcrest September 2008 - April 2011
Thomas Weisel Partners December 2004 - August 2008
National Bank Financial June 2000 - November 2004
Skills
Valuation, Capital Markets, Investments, Bloomberg, Financial Modeling, Fixed Income, Equities, Investment Banking, Equity Research, Series 7
Education
Southern Alberta Institute of Technology 1998 — 1999
Computer Engineering Technology, Computer Hardware, Networking
Churchill
Churchill
University of Calgary
Richardson GMP June 2013 - Present
Scotia Asset Management L.P> May 2010 - June 2013
Investment Consulting, Scotia Asset Management May 2010 - June 2013
Scotia Asset Management L.P> October 2008 - May 2011
Skills
Mutual Funds, Investments, Portfolio Management, Investment Strategies, Equities, Wealth Management, Fixed Income, Bloomberg, Investment Management, Financial Modeling, Asset Allocation, Asset Management, Capital Markets, Strategic Financial..., Securities
Education
Saint Mary's University 2004 — 2008
Bachelor of Commerce, Finance, Entrepreneurship
Richardson GMP March 2013 - Present
Matrix Services Canada 2012 - 2013
CIBC Wood Gundy 2010 - 2012
Skills
Investments, Sales, Financial Analysis, Public Speaking, Wealth Management, ETFs, Stocks, Thompson One, Bloomberg Terminal, Microsoft Excel, Oil Sands, Corporate Finance, Finance, Entrepreneurship, Investment Banking, Portfolio Management, Alternative Investments, Valuation, Investment Strategies
Education
University of Alberta 2015 — 2017
Master of Business Administration (MBA), Natural Resources and Energy
University of Alberta
Bachelor of Commerce (B.Com.), Finance
Richardson GMP March 2013 - Present
Kognitive Marketing November 2012 - February 2013
Journeys June 2010 - February 2013
University of Guelph September 2008 - August 2012
InStore Focus Inc. January 2012 - April 2012
Education
University of Guelph 2008 — 2012
Bachelor of Commerce (B.Comm.), Marketing Management
Gordon Graydon Memorial Secondary School 2004 — 2008
International Business and Technology Program (IBT), International Business and Technology Program
Richardson GMP July 2015 - Present
BMO Financial Group February 2013 - Present
BMO Financial Group June 2014 - May 2015
Shoppers Drug Mart July 2012 - February 2013
Richmond Hill Toyota September 2008 - December 2011
Roy Foss Motors March 2008 - September 2008
Mainframe Developments Inc. July 2004 - January 2006
Skills
Microsoft Office..., Reynolds and Reynolds..., Interactive..., Windows Operating..., Par Pixel Point, NaviPlan, Marketing, Sales, Microsoft Office, Data Entry, Customer Service, PowerPoint, Time Management
Education
George Brown College 2010 — 2015
Applied Bachelor of Business, Personal Financial Planning
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
CIBC Mellon May 2013 - August 2013
Richardson GMP May 2012 - August 2012
Skills
Finance, Capital Markets, Bloomberg, Leadership, Economics, Project Planning, Equities, Investments, Data Analysis, Financial Services, Marketing, Investment Banking
Education
Richard Ivey School of Business 2013 — 2015
Bachelor of Arts, Honours Business Administration (HBA)
University of Western Ontario (UWO) 2011 — 2013
Bachelor of Arts, Honours Specialization in Political Science
Richardson GMP November 2013 - Present
Macquarie Private Wealth Inc. December 2005 - November 2013
BMO Nesbitt Burns 2005 - 2005
CIBC Wood Gundy 2004 - 2005
BMO Nesbitt Burns 1999 - 2004
CIBC Asset Management January 1998 - August 1999
Skills
Wealth Management, Investments, Mutual Funds, Microsoft Excel, Fixed Income, Securities, Equities, Customer Satisfaction, Estate Planning, Customer Service, Alternative Investments, ETFs, Bonds, Banking, Asset Allocation, Wealth, Financial Services
Education
Athabasca University 2012 — 2013
Bachelor of Management, Business, Management, Marketing, and Related Support Services
Canadian Securities Institute
Wealth Management Essentials
Mohawk College
Business Administration, Accounting
Richardson GMP November 2013 - Present
Macquarie Private Wealth September 2010 - October 2013
CIBC August 2007 - September 2010
Bear Stearns February 2006 - February 2007
Morgan Stanley February 2004 - March 2006
MSCI Barra 2004 - 2006
Merrill Lynch June 1999 - October 2003
Skills
Wealth Management, Investment Advisory, Portfolio Management, Investments, Retirement Planning, Asset Allocation, Investment Strategies, Equities, Alternative Investments, Life Insurance, Estate Tax Planning, Fixed Income, Hedge Funds, Disability Insurance, GIC, Capital Markets, Mutual Funds, Asset Management, Bonds, Derivatives, Bloomberg, ETFs, Equity Research, Investment Management, Securities, Asset Managment, Options, Term Life Insurance, Estate Planning, Wealth Management...
Education
The University of British Columbia 1991 — 1994
BA, Economics
Handsworth 1986 — 1990
Richardson GMP September 2014 - Present
Richardson GMP Limited January 2010 - September 2014
Richardson Partners Financial March 2006 - December 2009
The Quarry Sportsplex 2001 - 2005
Clarica Financial Services April 1996 - August 2004
Prudential Assurance 1992 - 1994
Empire Financial 1986 - 1988
Skills
Wealth Management, Estate Planning, Retirement Planning, High Net Worth..., Investment Advisory, Financial Planners, Portfolio Management, Mutual Funds, Investment Strategies
Education
Laurentian University/Université Laurentienne
BA, Sociology
Etobicoke Collegiate Institute 1979 — 1984
The Great Canadian Sales Competition October 2014 - Present
Sales Talent Agency, Inc. September 2014 - Present
Sales Talent Agency, Inc. July 2013 - September 2014
Western University June 2011 - May 2013
Western University September 2010 - April 2011
Richardson GMP July 2010 - September 2010
National University of Rwanda May 2010 - June 2010
Western University August 2008 - May 2010
Skills
Presentation Skills, Organizational Skills, Time Management Skills, Decision Making Skills, Team Player, Leadership, Project Planning, Time Management, Positivity, Budgets, Recruiting, Public Speaking, Teamwork, Critical Thinking, Close Attention to..., Sales, Event Planning, Research, Data Analysis, Interviews, Training, Higher Education, Social Media, Teaching, Talent Management, Account Management, Communication, Management, Customer Service
Education
Hootsuite
Hootsuite University, Social Media Certfication
Fanshawe College 2011 — 2013
Continuing Education, Human Resources Management Certificate
The University of Western Ontario 2007 — 2011
Bachelor of Arts, Honours Specialization in Sociology, Minor in Women's Studies
Walton Capital Management Inc. May 2015 - Present
Richardson GMP February 2014 - August 2014
Richardson GMP October 2013 - February 2014
Eurofase June 2012 - September 2013
Ricoh Canada Inc. June 2011 - February 2012
Education
Seneca College of Applied Arts and Technology 2006 — 2010
Ontario College Advanced Diploma
Richardson GMP October 2013 - Present
Macquarie Private Wealth April 2011 - November 2013
Wolverton Securities Ltd. March 2009 - March 2011
Standard Securities January 2006 - February 2009
Blackmont Capital February 1999 - December 2006
Skills
Securities, Investments, Wealth Management, Equities, Portfolio Management, Retirement Planning, Investment Strategies, Mutual Funds, Alternative Investments, Asset Management, Capital Markets, Fixed Income, Investment Advisory, Investment Management, Asset Allocation
Education
University of Calgary 1994 — 1999
Bachelor of Commerce, Finance
Dundee Goodman Private Wealth March 2014 - Present
Richardson GMP November 2013 - March 2014
Macquarie Private Wealth April 2013 - November 2013
TD Waterhouse Direct Investing April 2011 - April 2013
Leon's Furniture Ltd. November 2010 - April 2011
Odyssey Showcase July 2008 - November 2010
Skills
Marketing Communications, Public Speaking, Team Leadership, Fast Learner, Website Development, Customer Service, Customer Relations, Customer Satisfaction, Sports, Wealth Management, Sales, Portfolio Management, Online Advertising, Marketing, Investments, CRM
Education
Algonquin College of Applied Arts and Technology 2003 — 2008
Diploma and Certificate, Business Marketing and E-Publishing (respectively)
Richardson GMP January 2014 - Present
Macquarie Private Wealth January 2010 - December 2013
Blackmont Capital December 2004 - December 2009
CIBC Wood Gundy 2001 - 2004
Merrill Lynch Canada 1998 - 2001
Midland Walwyn 1997 - 1998
Skills
Wealth Management..., Retirement Planning, Wealth, Securities, Investments, Wealth Management, Asset Management, Leadership, Equities, Accounting, Portfolio Management, Investment Advisory, Strategic Financial..., Mutual Funds, Financial Planning, Financial Analysis, Finance, Investment Strategies, Financial Advisory
Education
Queen's University 1988 — 1992
BAH, Economics and English
TD Waterhouse Financial Planning July 2011 - Present
Bank of Montreal March 2011 - June 2011
Richardson GMP October 2010 - April 2011
TD Waterhouse October 2009 - February 2010
TD Waterhouse March 2006 - October 2009
TD Waterhouse January 2004 - March 2006
TD Waterhouse January 2001 - December 2003
TD Waterhouse January 2000 - January 2001
Skills
Fixed Income, Securities, Bonds, Strategic Financial..., Investment Strategies, Equities, Investments, Leadership, Coaching, Finance, Financial Services, Customer Service, Retirement Planning, Financial Analysis, Investment Advisory, Management, Analysis, Mutual Funds, Business Development, Derivatives, Trading, Training, Equity Trading, Wealth Management, Options
Education
University of Alberta 1994 — 1998
Bachelor of Commerce (B.Comm.), Finance
Canadian Securities Institute
Financial Planners Standards Council
Certified Financial Planner (CFP)
CIBC April 2014 - Present
Richardson GMP December 2012 - April 2014
Richardson GMP Limited May 2010 - December 2012
Lorne Steinberg Wealth Management Inc. 2009 - 2010
Skills
Portfolio Management
Education
Concordia University 2009 — 2010
MBA, Investment Management
McGill University 2005 — 2009
BA, Industrial Relations, Finance
Richardson GMP October 2006 - Present
HSBC May 1998 - October 2006
Moss Lawson 1994 - 1998
Skills
Strategy, Wealth Management, Financial Modeling, Valuation, Financial Analysis, Asset Allocation, Mutual Funds, Investment Strategies, Estate Planning, Investments, Portfolio Management, Investment Advisory, Alternative Investments, Fixed Income, Equities
Education
University of Windsor 1990 — 1994
BComm, Finance
Loyalist College 1986 — 1988
Hotel & Restaurant Management
Sun Life Global Investments November 2013 - Present
Richardson GMP January 2013 - October 2013
Skills
Teamwork, Annuities, Mutual Funds, Time Management, Highly personable, Business Development, Social Media, Team Leadership, Public Speaking, Wealth Management, Presentations, Entrepreneurship, Marketing Strategy, Lead Generation, Politics, Microsoft Office
Education
University of Guelph 2007 — 2011
Bachelor of Arts Honours, Political Science and Government
Deakin University 2011 — 2011
Exchange, Political Science and Government
George Brown College 2012 — 2013
Marketing Management - Financial Services, Business/Commerce
North Toronto
Richardson GMP October 2014 - Present
Education
George Brown College 2013 — 2014
Ontario College Graduate Certificate, Marketing Management- Financial Services
Brock University 2010 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Richardson GMP April 2014 - Present
Market One Media Group Inc. September 2013 - April 2014
Connor, Clark & Lunn Financial Group September 2012 - September 2013
Canaccord Financial November 2010 - July 2012
TD Bank Group August 2004 - January 2006
TD Bank Group August 2003 - August 2004
TD Bank Group January 2002 - September 2003
TD Bank Group January 2000 - December 2001
Skills
Investments, Wealth Management, Equities, Banking, Portfolio Management, Corporate Finance, Mutual Funds, Credit, Trading, Securities, Investment Banking, Credit Analysis, Financial Analysis, Investor Relations, Valuation, Private Equity, Finance, Bloomberg, Private Placements, Financial Services, Asset Managment, Risk Management, Fixed Income, Financial Modeling, Alternative Investments, Asset Management
Education
Ryerson University 2001 — 2005
Business Management
Richardson GMP May 2013 - Present
Canaccord Genuity Wealth Management (Canada) 2000 - 2013
Skills
Wealth Management..., Private Placements, Market Research, Finance, Investments, Financial Services, Wealth Management, Investment Banking, Corporate Finance, Portfolio Management, Equities, Financial Modeling, Capital Markets, Securities, Trading, Financial Markets, Investor Relations, Investment Advisory, Investment Strategies, Private Equity
Education
Northern Alberta Institute of Technology / NAIT
Accounting and Finance
Richardson GMP November 2013 - June 2014
Macquarie Group January 2009 - November 2013
Blackmont Capital 2006 - 2009
BMO Nesbitt Burns 1998 - 2005
Skills
Securities, Wealth Management, Retirement Planning, Strategic Financial..., Equities, Mutual Funds, Investments, Fixed Income, Portfolio Management, Financial Services, Investment Advisory, Bonds, Capital Markets, Asset Management, Financial Planning
Education
Ryerson University 2000 — 2002
Bachelor of Commerce (B.Com.), Marketing Management/ Human Resources Management
Seneca College of Applied Arts and Technology 1997 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Canadian Securities Institute
Canadian Securities Course, Financial
Richardson GMP February 2014 - May 2015
Macquarie Group April 2013 - February 2014
TD August 2011 - July 2012
IIROC (Investment Industry Regulatory Organization of Canada) 2001 - 2011
IIROC (Investment Industry Regulatory Organization of Canada) 2009 - 2010
IIROC (Investment Industry Regulatory Organization of Canada) 2008 - 2009
Scotia Capital 2007 - 2008
Scotia Capital 2005 - 2007
Etrade 2000 - 2005
Skills
Trading, Options, Equities, Asset Management, Capital Markets, Financial Services, Fixed Income, Risk Management, Mutual Funds, Securities, Derivatives
Education
Canadore College
Scotiabank February 2015 - Present
Richardson GMP November 2013 - February 2015
Macquarie Group December 2009 - October 2013
Blackmont Capital April 2004 - December 2009
Rockwater Capital Corporation April 2004 - December 2009
Synergy Mutual Funds December 1997 - September 2003
GT Global Mutual Funds 1994 - 1997
Skills
Marketing Strategy, Strategic Planning, Brand Stewardship, Brand Development, Marketing Communications, Internal Communications, Event Management, Event Marketing, Sponsorship Management, Sponsorship Strategy, Creative Direction, Creative Concept..., Creative Briefs, Event Planning, Marketing, Corporate Communications, Product Development, Leadership, Alternative Investments, Financial Services, Sponsorship, Corporate Branding, Social Media Marketing, Online Marketing, Digital Marketing, Integrated Marketing
Education
Humber College
PR Post Graduate Certificate, Communications
The University of Western Ontario
Bachelor of Arts, Western Arts and Literature
Richardson GMP January 2013 - April 2013
Luminato, Toronto Festival of Arts and Creativity June 2012 - June 2012
Elim English Insititute April 2009 - August 2010
Hefu Huihuang Real Estate Counseling Corp. LTD. January 2008 - October 2008
Skills
Microsoft Office, Teamwork, Customer Service, MS Project, Team Leadership, Project Coordination, Project Planning, Leadership, MS Access, MS Excel, International Project..., International Trade, Marketing Strategy, Marketing Communications, Social Media Marketing, Direct Marketing, Marketing Research, Enterprise Risk..., Event Management, Event Planning, Database Marketing, Language Teaching, Sponsorship Programs, Problem Solving, Financial Services, Healthcare, Multicultural, Multi Tasking, SWOT analysis, PowerPoint, Management, Microsoft Word, Microsoft Excel, Risk Management
Education
George Brown College 2012 — 2013
Graduate Certificate, Marketing Management-Financial Services
Centennial College 2011 — 2012
Graduate Certificate, Project Management
Guangdong University of Technology 2006 — 2010
Bachelor of Arts (B.A.), Business/Commerce, General
Richardson GMP October 2013 - Present
Hydro One August 2010 - October 2013
Toyota Canada Inc January 2010 - August 2010
TD Canada Trust July 2006 - August 2009
Skills
Windows 7, Microsoft Office, Accounting, Personal Finance, Problem Solving, Leadership, Cross Selling, Financial Analysis, Access, Microsoft Excel, Microsoft Word, Derivatives, Corporate Finance, PowerPoint, Financial Accounting, Cost Accounting, Financial Modeling, Financial Reporting, Forecasting, Finance, Banking, Analysis, Business Analysis, Financial Services, Team Leadership
Education
Ryerson University 2009 — 2012
Honours Bachelor of Commerce Business, 2012; Finance & Accounting
Seneca College of Applied Arts and Technology 2006 — 2009
Advanced Diploma, Business Management
Canadian Securities Institute
Desjardins (Valeurs Mobilières Desjardins) December 2010 - Present
Banque Lombard Odier & Cie SA September 2008 - November 2010
Richardson GMP January 2005 - August 2008
National Bank Financial March 1997 - September 2004
CIBC 1995 - 1997
RBC Dominion Securities 1992 - 1995
KPMG Canada 1984 - 1992
Skills
Investments, Portfolio Management, Wealth Management, Mutual Funds, Financial Analysis, Financial Planning, Asset Management, Risk Management, Banking, Finance
Education
HEC Montréal 1981 — 1984
BAA, Accounting
HEC Montréal
Richardson GMP January 2014 - Present
Macquarie Private Wealth January 2012 - December 2013
National Bank Financial 2002 - January 2012
TD Evergreen June 1993 - June 2003
Skills
Wealth Management, Investment Advisory, Investments, Mutual Funds, Investment Strategies, Finance, Retirement Planning, Asset Allocation, ETFs, Asset Management, Financial Services, Equities, Wealth Management..., Portfolio Management, Capital Markets, Securities, Alternative Investments, Bonds, Wealth, Financial Advisory, Fixed Income, Strategic Financial..., Options, Financial Planning, Innovation Management
Education
Concordia University 1980 — 1984
B.Comm., Marketing, Management, Finance
Vanier College 1977 — 1981
Architectural Technology
Canadian Securities Institute (CSI)
Chartered Investment Manager (CIM®)
Queen's Capital September 2014 - March 2015
Richardson GMP June 2014 - September 2014
Mark's Work Wearhouse August 2012 - August 2013
Investors Group Financial Services Inc. September 2012 - December 2012
Mississaugua Golf and Country Club August 2008 - September 2011
Education
Queen's University 2013 — 2017
Bachelor of Commerce
Humber College 2011 — 2013
Business Management - Financial Services with Honours
Richardson GMP November 2013 - Present
Macquarie Group January 2010 - October 2013
Blackmont Capital Inc. April 2007 - December 2009
Blackmont Capital Inc. January 2003 - April 2007
Yorkton Securities 1998 - 2002
Marleau, Lemire Securities Inc. 1993 - 1998
Skills
Wealth Management, Equities, Asset Management, Investments, Retirement, Financial Planning, Risk Management, Strategic Financial..., Asset Managment, Bonds, Securities, Private Equity, Investment Strategies, Investment Advisory, Mergers & Acquisitions, Due Diligence, Financial Analysis, Financial Risk, Finance, Alternative Investments, Fixed Income, Mutual Funds, Capital Markets, Asset Allocation
Education
McGill University 1987 — 1990
Bachelor of Commerce (B.Com.)
Bialik High School 1980 — 1985
Dividend Capital October 2014 - Present
Innocapital May 2014 - August 2014
Richardson GMP June 2013 - August 2013
Colorado Commercial Capital September 2012 - May 2013
TV Langen Basketball Club August 2010 - May 2012
SG Sechtem Basketball Club September 2007 - May 2010
Skills
Foreign Languages, Spanish, German, Commercial Real Estate, Team Leadership, Basketball Coaching, Basketball, Leadership, Teamwork, Time Management, Social Networking, Critical Thinking, Fundraising, Teaching, Editing, Public Speaking, Data Analysis
Education
University of Colorado at Boulder 2013 — 2015
Master of Business Administration (MBA), Real Estate, Finance
Carroll University 2003 — 2007
Bachelor of Arts (B.A.), Spanish Language and Literature
Vancouver Canadians Professional Baseball Club May 2010 - Present
Vancouver Canadians Professional Baseball Club December 2011 - December 2013
Vancouver Canadians Professional Baseball Club October 2010 - December 2011
Richardson GMP May 2009 - April 2010
Ryerson University August 2008 - April 2009
Skills
Sports, Community Development, Public Relations, Baseball, Media Relations, Sponsorship, Ticket Sales, Management, Time Management, Teamwork, Sports Management, Leadership, Sales, Strategic Planning, Marketing, Sponsorship Sales, Marketing Strategy, Operations Management, Advertising, Interviews, Public Speaking, Sponsorship Activation, Microsoft Office, Customer Service, Microsoft Excel, Marketing Communications, Corporate Communications, Team Leadership, Team Travel, Team Operations, Social Media Marketing, Social Media
Education
Ryerson University 2005 — 2009
Business Management, Marketing Management and Entrepreneurial Studies and Innovation
St. Joseph Secondary School 2001 — 2004
Scotia Wealth Management 2013 - Present
Independent 2012 - 2013
Richardson GMP 2005 - 2011
Standard Life 1999 - 2003
Manning Elliott Chartered Accountants 1995 - 1999
PwC 1985 - 1995
Skills
Business & Wealth..., High Net Worth..., Inheritance Tax Planning, Investment Strategies, Pensions, Insurance advisory, Estate Planning, Family Enterprise...
Education
Sauder School of Business, UBC/Business Families Centre
Family Enterprise Advisor Program
University of Toronto - Rotman School of Management
Directors Education Program (DEP)
CPA Canada (formerly CICA)
Advanced Study, Taxation
Simon Fraser University
Arts and Sciences
The University of Western Ontario
Honours, Business Administration (Ivey HBA)
Richardson GMP November 2013 - Present
Macquarie Private Wealth January 2010 - October 2013
Blackmont Capital February 2006 - December 2009
BMO Nesbitt Burns August 1996 - February 2006
City of Surrey 1987 - August 1996
Skills
Wealth Management, Investments, Portfolio Management, Investment Advisory, Alternative Investments, Equities, Bonds, Mutual Funds, Asset Allocation, Retirement Planning, Asset Management, Strategic Financial..., Securities, Investment Strategies, Hedge Funds, ETFs, Capital Markets, Investment Management, Fixed Income
Education
CFA Institute 1993 — 1995
Chartered Financial Analyst (CFA)
Society of Management Accountants of BC 1986 — 1987
Certified Management Accountant (CMA)
Algonquin College of Applied Arts and Technology 1980 — 1983
Diploma Business Administration, Accounting
Richardson GMP November 2013 - Present
Macquarie Group May 2012 - October 2013
Richardson GMP Limited April 2007 - June 2012
CIBC Wood Gundy January 2001 - April 2007
Merrill Lynch May 1999 - January 2001
Skills
Portfolio Management, Asset Allocation, Risk Management, Due Diligence, Business Operations, Corporate, Trust and..., Tax Management, Hedge Funds, Private Equity, Investments, Estate Planning, Wealth, Fixed Income, Investment Strategies, Financial Advisory, Alternative Investments, Investment Advisory, Wealth Management
Education
Canadian Securities Institute 2011 — 2012
Chartered Investment Manager, Portfolio Management
Mercyhurst College 1996 — 1999
Business Management
St. Andrews College 1995 — 1996
BA, Business Management
St. Thomas More 1990 — 1994
High School Diploma, General Studies
Richardson GMP July 2015 - Present
Lucas B. MacMillan - Financial Planning January 2015 - July 2015
RBC Royal Bank October 2010 - January 2015
ALS Environmental August 2007 - July 2010
ALS Environmental July 2006 - August 2007
Enviro-Test Laboratories July 1999 - July 2006
Skills
Environmental Services, Waste Management, Personal Financial...
Education
Financial Planning Standards Council of Canada (FPSC)
Certified Financial Planner®
Canadian Institute of Financial Planning
Financial Planning Diploma
CSI Global Education
University of Manitoba
B.Sc. (Distinction)
Red River College
Commerce, Industry, Sales & Marketing Certificate (honors)
Red River College
Chemical & Bioscience Technology Diploma (honors)
LinkedIn January 2015 - Present
National Bank Financial November 2013 - January 2015
RBC Capital Markets July 2012 - June 2013
RBC Capital Markets June 2011 - August 2011
Richardson GMP May 2010 - August 2010
Skills
Finance, Capital Markets, Microsoft Excel, Marketing, Project Management, Relationship Management, Market Research, Bloomberg, Economics, Sales, Management, Intermediate French, Financial Analysis, Investments, Leadership, Portfolio Management, Financial Modeling, Social Selling, Fixed Income, Corporate Credit
Education
Queen's University 2008 — 2012
Bachelor of Commerce (B.Com.), Business/Commerce, General
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2011 — 2011
Winter Semester Exchange, Business/Commerce, General
The Bishop Strachan School 2002 — 2008
Rogers Communications September 2015 - Present
TD Securities March 2015 - August 2015
TD Securities November 2014 - March 2015
TD February 2014 - November 2014
Richardson GMP November 2013 - January 2014
Macquarie Private Wealth Inc July 2011 - December 2013
Macquarie Financial LTD, Canada March 2010 - July 2011
Macquarie Financial Ltd. November 2009 - March 2010
VenGrowth September 2002 - September 2009
Fidelity Investments October 1997 - September 2002
Skills
Relationship Management, Investments, Financial Services, Equities, Portfolio Management, Project Management, Event Management, Strategic Planning, Coaching, Budgets, Banking, Workshop Facilitation, Marketing, Strategy, Administrative..., Management Consulting, Recruiting, Event Planning, Training, Management, Human Resources, Sales, Customer Service, Leadership, Finance
Education
Ryerson University 2012 — 2015
Certificate/Degree, Leadership Management of Non for Profit Charities in Canada
Ryerson University 2007 — 2007
Certificate, Business Communication/Admin
Canadian Management Centre 2005 — 2005
Certificate, Team Leadeer Coaching
University of Toronto - University College 1992 — 1996
Certificate, Business communications and Behavioural Management
Clarkson Secondary 1979 — 1982
OSSGD, High School/Secondary Diplomas and Certificates
Richardson GMP July 2014 - Present
Genus Capital Management July 2013 - June 2014
Genus Capital Management September 2011 - June 2013
YTG January 2011 - August 2011
Icron Technologies Corporation September 2007 - December 2010
PMC-Sierra April 2004 - March 2007
PMC-Sierra September 2001 - March 2004
Skills
Matlab, Perl, VBA, SQL, Microsoft Excel, VHDL, Verilog, Equity Research, Trading, Portfolio Management, Quantitative Investment..., Time Series Analysis, R, Equities, Quantitative Finance, Asset Allocation, FX Options, Bonds, Quantitative Analytics, Technical Analysis, Tactical Asset..., Multi-Variate..., Minimum Variance..., C/C++, C#, Python, Tcl-Tk, Datastream, Bloomberg Terminal, ClariFI, Trend & Cycle, Axioma Portfolio, Axioma Portfolio..., Barra Portfolio Manager, ITG Macgregor XIP, ITG Triton, Bloomberg EMSX, Candeal Tradeweb, FXConnect, SystemVerilog, Unix, Linux, Microsoft Word, Microsoft PowerPoint
Education
CFA Institute
CFA Charterholder
The University of British Columbia 2009 — 2011
MBA, Dual specializations in Finance & Strategic Management
FINRA Securities Exam
Series 7 License Holder
The University of British Columbia
BASc, Computer Engineering Major with Co-op & Commerce Minor
Richardson GMP May 2014 - Present
TLB Photographe December 2010 - Present
Skills
Wealth Management, Investment Advisory, Investment Strategies, Photography, Social Media, Customer Service, Business Strategy, Financial Analysis, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Social Media Marketing, Marketing, Leadership
Education
Canadian Securities Institute
Canadian Securities Course, Conduct and Practices Handbook, Investments and Securities
University of Montreal 2011 — 2014
Sciences Économiques
Collège André-Grasset 2008 — 2010
Administration
College Notre-Dame 2003 — 2008
High School
Richardson GMP August 2015 - Present
Richardson GMP April 2014 - August 2015
George Brown College January 2014 - April 2014
ESSE Environmental Health July 2013 - November 2013
Skills
Marketing Communications, Oral & Written..., Friendly Personality, Outgoing, Highly motivated..., Active Team Player, Superior Work Ethic, Work Independently with..., Experience Working with..., Multi Tasking, Superior Computer Skills, Positive Energy, Highly detail oriented, Fully Licensed Driver, Workplace Safety, Telephone Skills, Outstanding..., Selling Skills, People Skills, Product Marketing, Productive Teams, Organizational Behavior, Project Management, MS Project, Human Resource Planning, Human Resources, English, Reading, Research, Writing
Education
George Brown College 2012 — 2015
Business Administration Marketing Diploma with Co-op, A: On the Dean's Honour Roll
Richardson GMP August 2014 - Present
Indigo December 2010 - April 2013
ATB Financial March 2011 - July 2011
Sond Industries 2010 - 2010
Skills
Outlook, Microsoft Excel, Time Management, Bookkeeping, IFRS, ASPE, Financial Reporting, Microsoft Office, Teamwork, Account Reconciliation, Business Communications, Sage, Customer Service, Sales, Marketing Strategy, Critical Thinking, Accounting, Financial Analysis, Revenue Recognition, Accounts Receivable, Accounts Payable, Microsoft Word, Simply Accounting, Organizing, AutoCAD Architecture, Efficiency, Independent Thinker, Problem Solving, Microeconomics, Macroeconomics, Written Presentations, Proven Leadership Skills, Meet Deadlines, Data Entry, Management, PowerPoint
Education
Southern Alberta Institute of Technology 2011 — 2014
Diploma of Business Administration (BA), 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
HollisWealth, Scotiabank Global Wealth & Insurance June 2014 - Present
Scotia Private Client Group" May 2012 - June 2014
Richardson GMP September 2007 - May 2012
CIBC Wood Gundy January 1999 - September 2007
CIBC September 1987 - December 1998
Skills
Multitasker, Organized, Patient, Dedicated, thorough, Financial Services, Retirement Planning, Managed Hosting, Fixed Income, Wealth Management, Asset Managment, Securities, Equities, Time Management, BMC Patrol, Strategic Financial..., Investment Advisory, Insurance, Risk Management, Portfolio Management, Mutual Funds, Investments, Management, Relationship Management, Training, Asset Management, Financial Planning
Education
Canadian Securities Institute 1998 — 2012
Finance
Sheridan College 2006 — 2009
HR, Human Resource Management
York University - Glendon College 1987 — 1989
BA, Linguistics/Translation
Richardson GMP April 2015 - Present
RBC Dominion Securities April 2011 - April 2015
Gabelli Asset Management April 2009 - January 2011
Gabelli Asset Management January 2008 - April 2009
Skills
Investments, Equities, Portfolio Management, Asset Management, Alternative Investments, Investment Strategies, Asset Allocation, Mutual Funds, Investment Advisory, Wealth Management, ETFs, Securities, Hedge Funds, Fixed Income, Investment Management, Financial Modeling
Education
The University of Western Ontario - Huron University College 2003 — 2007
BMOS, Management & Organizational Studies
The Duke of Edinburgh's Award May 2015 - Present
Athlete 2006 - Present
Richardson GMP September 2013 - April 2015
The Big Give Project September 2013 - April 2015
University of Calgary September 2006 - April 2013
Skills
Public Speaking, Event Planning, Microsoft Office, Social Media, Leadership, Event Management, Coaching, Research, Management, Customer Service, Athletics, Fundraising, Teamwork, Strategic Planning, Team Leadership, Time Management, Microsoft Excel, Teaching, Marketing, Social Networking, Critical Thinking
Education
University of Calgary 2006 — 2013
Bachelor of Arts (B.A.), Development Studies
University of Calgary 2006 — 2013
Bachelor of Arts (BA), Development Studies
Merritt Secondary School
Richardson GMP September 2014 - Present
Richardson GMP January 2014 - April 2014
Target January 2013 - September 2013
Fitness Connection May 2012 - January 2013
Skills
Customer Service, Time Management, Leadership, Event Planning, Marketing, Teamwork, Social Networking, Microsoft Office, Microsoft Excel, Critical Thinking, PowerPoint, Marketing Strategy, Microsoft Word, Social Media, Event Management, Research
Education
University of Guelph 2008 — 2012
Bachelor of Science (B.Sc.) Honours, Kinesiology and Exercise Science
George Brown College 2013 — 2014
Strategic Relationship Marketing
Richardson GMP October 2013 - Present
Macquarie Private Wealth May 2011 - October 2013
Wolverton Securities February 2009 - May 2011
Skills
Investment Advisory, Wealth Management, Investments, Securities, Mutual Funds, Retirement Planning, Equities, Portfolio Management, Asset Management, Investment Strategies, Asset Allocation, Financial Analysis, Financial Advisory
Education
University of Athabasca
Bachelor of Management, Business, Management, Marketing, and Related Support Services
Red Deer College
Business Administration
Richardson GMP February 2015 - Present
Richardson GMP Limited August 2010 - February 2015
Connor, Clark & Lunn Financial Group October 2005 - July 2010
mAd HaTTeR Graphics May 1998 - July 2010
Elections Ontario 2005 - 2006
Wunderman 2003 - 2005
Ad People Ltd 1997 - 2005
TD Securities March 2004 - August 2004
Hydro One 2002 - 2004
Sitraka Mobility April 2001 - August 2001
Skills
Brand Development, Creative Direction, Marketing Communications, Social Media, Web Design, Corporate Branding, Online Marketing, Art Direction, Corporate Identity, Graphic Design, Social Media Marketing, B2B, Event Management, Advertising, Marketing Strategy, Promotions, Creative Development, Direct Marketing, Corporate Communications, Team Management, Integrated Marketing, Email Marketing
Education
Seneca College of Applied Arts and Technology 1995 — 1997
Design & Graphic Arts, Graphic Design
Sheridan College 1989 — 1991
Music Theatre Performance
Sudbury Secondary 1986 — 1988
Marymount College 1984 — 1986
RICHARDSON GMP February 2011 - Present
Skills
Java, HTML, Microsoft Office, Business Development, Project Management, Customer Service, Team Leadership, Microsoft Excel, SQL, Social Media, Management, Strategic Planning, Program Management, C++, Windows, Software Development, Project Planning, Research, PowerPoint, Business Analysis, Data Analysis
Education
George Brown College 2008 — 2009
EXECUTIVE ASSISTANT CERTIFICATE
Academy of Financial Trading
Foundation Trading Program Certificate
Financière Banque Nationale February 2015 - Present
Richardson GMP October 2014 - February 2015
Gaumont Groupe Conseil August 2013 - October 2014
Gaumont Groupe Conseil inc. March 2008 - August 2013
Fiducie Desjardins October 2007 - February 2008
Consultant January 2006 - September 2007
Lombard Odier September 2002 - December 2005
RBC March 2000 - August 2002
RBC January 1998 - March 2000
Conseillers Financiers T.E. May 1997 - January 1998
Skills
Investments
Education
Université du Québec à Montréal 2012 — 2013
Certificat en planification financière
Université de Sherbrooke 1990 — 1992
Master of Business Administration (MBA), Finance, General
Université de Montréal - HEC Montréal 1985 — 1988
Bachelor of Commerce (BCom), Marketing
Apple June 2014 - Present
Apple May 2010 - June 2014
Apple April 2012 - November 2012
BMO Nesbitt Burns March 2009 - May 2010
Richardson GMP December 2008 - March 2009
Education
Ryerson University
University of Waterloo
Bachelor of Environmental Studies
Richardson GMP August 2015 - Present
Richardson GMP July 2013 - August 2015
Richardson GMP Limited May 2011 - September 2011
Skills
Marketing, Investments, Management, Time Management, Research, Financial Analysis, Teamwork, Mutual Funds, Microsoft Excel, PowerPoint, Customer Service, Strategic Financial..., Leadership, Microsoft Office, Analysis
Education
University of Wisconsin-Eau Claire 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Mount Royal College 2007 — 2008
General Studies
Edge school 2001 — 2007
Richardson GMP June 1997 - Present
Skills
Fonds mutuel, Gestion de patrimoine, Gestion de portefeuille, Investissements, Stratégie..., Gestion d'actifs, Conseil en..., Distribution d'actifs, Titres, Capitaux propres
Education
Cours sur les Valeurs Mobilières 1996 — 1997
Conseiller en placement '98; Licenses options et produits dérivés '99;Gestion de Portefeuille '12, Gestion de portefeuille
Université de Montréal 1964 — 1968
Docteur en Chirurgie dentaire (DDS), Dentisterie, Doctorat
Investor Cubed Inc. September 2014 - January 2015
Richardson GMP March 2013 - January 2014
Sprott Private Wealth LP March 2012 - March 2013
Raymond James Ltd. March 2008 - March 2012
Skills
Options, Derivatives, Equities, Mutual Funds, Investments, Wealth Management, Alternative Investments, Securities, Investment Advisory, Investment Strategies, Asset Allocation, Asset Management, Fixed Income, Financial Modeling, Strategic Financial..., Bonds, Investor Relations
Education
Ryerson University, Ted Rogers School of Management 2011 — 2015
MBA, Finance & Real Estate (expected May 2015)
Investment Banking Institute 2012 — 2012
Financial Modeling and Valuation training program
McMaster University 2002 — 2006
Hon.BA
CSI Global Education Inc.
Richardson GMP October 2012 - Present
Skills
Investments, Investment Strategies, Wealth Management, Salesforce Administrator, Dataphile, Adobe Creative Suite, Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg, Insurance, Strategic Financial..., Asset Allocation, Trading, Investment Advisory, Financial Planning, Portfolio Management
Education
Canadian Securities Institute 2008 — 2011
Canadian Securities Course, Personal Financial Planning Course, and Conduct and Practices Handbook
BCIT 2008 — 2010
Financial Management Diploma, Finance
Langara College 2006 — 2007
Marketing Diploma
Sauder School of Business - Morgan
GMP Securities L.P. February 2014 - Present
Richardson GMP November 2013 - January 2014
Macquarie Group July 2010 - October 2013
Blackmont Capital / Macquarie Private Wealth Inc July 2004 - June 2010
International Finance & Investment Commerce Bank Ltd. March 1990 - July 1997
Skills
Securities, Financial Services, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, PowerPoint, Research, Credit, Risk Management, Equities, English, Windows, Public Speaking, Management, Asset Management, Wealth Management
Education
Institute of Bankers of Bangladesh
Diploma in Banking
Seneca College of Applied Arts and Technology
Computer Networking & Technical Support
University of Chittagong
Master of Science (M.Sc.), Statistics
Richardson GMP November 2013 - Present
Macquarie Private Wealth Inc. February 2010 - November 2013
Blackmont Capital September 2006 - February 2010
ScotiaMcLeod August 1996 - August 2006
LMS Canada Inc. June 1992 - August 1996
Cityscape Real Estate July 1989 - May 1992
IBM Canada Inc. September 1985 - June 1989
Skills
Financial Planning, Investments, Securities, Wealth, Risk, Strategic Financial..., Finance, Financial Services, Financial Risk, Risk Management, Wealth Management, Investment Advisory, Investment Strategies, Mutual Funds, Portfolio Management
Education
University of Manitoba 1981 — 1985
Bachelor, Commerce Honors Finance
Richardson GMP November 2013 - Present
Macquarie Private Wealth May 2011 - October 2013
Dundee Securities Corp. December 1999 - May 2011
Fortune Financial Corp. April 1994 - December 1999
Great Pacific Management May 1992 - April 1994
Skills
Wealth Management, Investments, Insurance, Capital Markets, Hedge Funds, Public Speaking, Options Strategies
Education
The University of British Columbia
Bachelor of Commerce (B.Com.), Finance, General
Richardson GMP September 2015 - Present
Investors Group September 2002 - 2015
Viacom July 2002 - August 2002
Kruger Inc. Montreal QC January 1998 - January 1999
Skills
Strategic Financial..., Estate Planning, Financial Planners, Mutual Funds, Retirement Planning, Wealth, Investments, Financial Planning, Asset Allocation, Investment Strategies, Finance, Wealth Management, Financial Advisory, Savings, High Net Worth..., Financial Services, Fixed Annuities, Investment Advisory, Portfolio Management, Insurance, Pensions, Financial Analysis, Segregated Funds, Retirement Savings, Small Business, Trusts, Saving for Education, Asset Management, Inheritance Tax Planning, Retirement, Personal Finance, Succession Planning, Employee Benefits, Wealth Accumulation, Income Protection, Wealth Management..., Securities, Investment Management, Insurance Planning, Retirement Income..., Long Term Care, Charitable Giving, Annuities, Disability Insurance, Financial Advice, Special Needs Planning, Long-term Care, Group Benefits, Critical Illness
Education
CFA Institute 2010 2008 — 2010
Chartered Financial Analyst®
Trust & Estate Practitioner designation 2008 2008 — 2008
TEP
Certified Financial Planner Designation 2007 2003 — 2007
Financial Planning Standards Council
Chartered Life Underwriter designation 2006 2006 — 2006
CLU
Financial Planner designation 2006 2003 — 2006
Financial Planner (F.Pl.)
McGill University 1999 — 2002
B.Comm
Richardson GMP March 2013 - April 2015
York University September 2010 - April 2015
The Institute of Chartered Accountants of Ontario March 2012 - March 2013
Skills
Research, Public Speaking, Editing, Critical Thinking, Microsoft Office, Higher Education, Social Media, Microsoft Excel, Martial Arts, Teamwork, Fundraising, Leadership, Volunteer Management, Coaching, Team Leadership, Customer Service, Microsoft Word, Time Management, Leadership Development, Project Management, Teaching, PowerPoint, Photoshop, Social Networking, Event Management, Project Planning, Team Building, Program Management, Strategic Planning, Training, Event Planning, Grant Writing, Student Affairs, Public Relations, Data Analysis, Entrepreneurship, Social Media Marketing, Technical Writing, Statistics
Education
University of Toronto 2008 — 2009
Master of Arts (M.A.), Linguistics
Queen's University 2006 — 2008
Bachelor of Arts with Honours - B.A. (Hons), Linguistics
Trent University 2004 — 2006
Linguistic, Comparative, and Related Language Studies and Services
Richardson GMP April 1997 - Present
Skills
Investment Management, Mergers, Finance, PPC, Investments, Venture Capital, Investor Relations, Equities, Private Equity, Financial Modeling, Portfolio Management, Corporate Finance, Investment Banking, Valuation, Trading, Financial Analysis, Due Diligence, Asset Managment, IPO, Investment Strategies, Strategic Financial..., Alternative Investments, Mergers & Acquisitions, Equity Research, Capital Markets, Investment Advisory, Hedge Funds, Securities, Wealth Management, Fixed Income, Asset Allocation, Asset Management, Financial Planning
Education
Concordia University
Bachelor of Arts (BA), Economics
Trinity College School
Wolverton Securities Ltd. July 2014 - Present
Dundee Goodman Private Wealth March 2014 - July 2014
Richardson GMP June 1997 - March 2014
Midland Walwyn Capital Inc 1995 - 1997
Skills
Wealth Management, Portfolio Management, Mutual Funds, Strategic Financial..., Retirement Planning, Investment Advisory, Retirement, Equities, Financial Advisory, Management, Investments, Securities, Investment Strategies, Series 7, Trading, Asset Allocation, Alternative Investments, Asset Management
Education
Mount Royal University 1982 — 1984
Richardson GMP November 2013 - Present
Macquarie Private Wealth January 2011 - Present
Blackmont Capital April 2009 - December 2010
Tollcross Investments July 2006 - October 2008
Skills
Strategy, Equities, Trading
Education
Erasmus University Rotterdam 2006 — 2006
public admin
Western University 2003 — 2006
Investors Group July 2015 - Present
Investors Group September 2013 - Present
50North Consulting January 2012 - August 2013
University of Winnipeg April 2010 - October 2011
Richardson GMP June 2003 - January 2010
Jazz Winnipeg 2005 - 2008
Investors Group 1998 - 2003
Skills
Portfolio Management, Strategic Planning, Investments, Product Marketing, Business Strategy, Business Development, Management, Asset Allocation, Product Management, Strategic Financial..., Mutual Funds, Risk Management, Governance, Executive Management, Marketing, Business Analysis, Leadership, Retirement Planning, Financial Analysis, Entrepreneurship, Strategy, Financial Modeling, Analysis, Business Planning, Insurance, New Business Development, Wealth Management, Marketing Strategy, Mergers, Change Management, Market Research, Mergers & Acquisitions, Financial Planning
Education
University of Manitoba
Richardson GMP September 2013 - Present
RDRATS Equities October 2012 - Present
ULS Maintenance & Landscaping Inc. April 1989 - October 2012
ULS Maintenance & Landscaping Inc. April 1989 - October 2012
Skills
Construction Management, Commercial Development, Land Acquisition, Commercial Landscaping, Residential Landscaping, Ladscape Design, Residential Homes, Real Estate Development, Landscaping, Strategic Planning, Contract Negotiation, Green Building, Land Development, Coaching, Renovation, Landscape Design, Land Use Planning, Contractors, Team Building, Restoration, Real Estate Transactions, Real Estate, New Home Sales, Small Business, Marketing
Education
The University of Calgary 1989 — 1993
Bachelor of Arts (B.A.), Tourism & Development
Richardson GMP November 2013 - Present
Macquarie Private Wealth Inc. October 2001 - October 2013
Research Capital November 1983 - October 2001
Gusterra Inc 1981 - 1983
Gulf Minerals Canada Limited April 1979 - September 1980
Asamera Minerals May 1978 - March 1979
Skills
Investments, Investment Management, Asset, Wealth, Portfolio Management, Equities, Equity Research, Asset Managment, Investment Strategies, Wealth Management, Fixed Income, Asset Allocation
Education
York University 1980 — 1981
BUSINESS
Queen's University 1974 — 1978
BSc Hons, geology
Northern College of Applied Arts & Technology 1973 — 1973
Diploma, Bush Survival
Richardson GMP October 2012 - Present
National Bank Wealth Management November 2011 - October 2012
Wellington West Capital 2008 - November 2011
BMO Nesbitt Burns 1995 - 2008
Walwyn Stodgell / Midland Walwyn 1989 - 1995
Education
Fielding Graduate University
M.A, Organizational Management & Design
Queen's University
B.ED, Education
York University
Honours B.A.
Richardson GMP August 2014 - Present
TD Bank Group January 2012 - August 2014
GMP Securities June 2011 - January 2012
Questrade September 2010 - May 2011
Questrade October 2009 - September 2010
Bank of Montreal May 2008 - October 2009
Applied Systems October 2006 - December 2007
Skills
Business Analysis, Quality Control, SQL, Investments, Banking, Quality Assurance, Test Planning, Equities, Securities, Analysis, Insurance, User Acceptance Testing, Business Intelligence, Business Process..., Business Requirements, Finance, Management, Process Improvement, Requirements Gathering, Risk Management, Testing, Trading Systems, Visio, Financial Services, Trading, SDLC
Education
Ryerson University 2002 — 2006
Business Management, Finance
CFA Institute
CFA Level 2 Candidate
CSI
N/A, Financial Services
Richardson GMP January 2014 - Present
Macquarie Private Wealth January 2012 - January 2014
Wellington West Capital May 2007 - October 2011
Perimeter Financial February 2006 - May 2007
Skills
Risk Management, Wealth Accumulation, Trading, Financial Planning, Wealth Management, Options, Fixed Income, Equities, Life Insurance, Portfolio Management, Asset Management, Asset Allocation, Mutual Funds, Financial Modeling, Strategic Financial...
Education
McGill University 2001 — 2005
BCOM, Finance & Accounting
Oakville Trafalgar High School 1996 — 2000
Richardson GMP April 2012 - Present
Scotia iTRADE December 2011 - April 2012
Trading Technologies January 2006 - August 2011
various firms October 1995 - October 2005
Skills
Derivatives, Equities, Quality Center, SDLC, Testing, Risk Management, Trading Systems, Electronic Trading, Business Analysis, Trading, Options, Quality Assurance, Equity Derivatives, Test Automation, Agile Methodologies, Equity Trading, Market Data, Regression Testing, User Acceptance Testing, Test Planning, Securities, Software Quality..., Commodity, Capital Markets, Financial Markets, SQL, Requirements Analysis, Test Cases, Exchange Connectivity, Low Latency, Waterfall, Agile Testing, Test Management, Test Execution, Manual Testing, HP Quality Center
Education
Yale University
B.A., Economics
University of California, Santa Barbara
M.A., Economics
Richardson GMP November 2013 - Present
Macquarie Private Wealth Inc. September 2010 - October 2013
CIBC Wood Gundy 2001 - 2010
Merrill Lynch 1998 - 2001
Midland Walwyn 1996 - 1998
Skills
Separately Managed..., Managed Accounts, Wealth Management, Alternative Investments, Portfolio Management, Tax Advantaged Investing, Investment Banking, Financial and Estate..., Public Venture Capital, Endowments and..., Investments, Securities, Investment Strategies, Estate Planning, Mutual Funds, Asset Management, Hedge Funds, Equities, Managing Accounts, ETFs, Investment Advisory
Education
The University of British Columbia
Bachelor of Commerce (B.Com.), Finance and Urban Land Economics
3 Macs May 2015 - Present
Richardson GMP June 2013 - Present
Bell 1994 - 2004
Skills
Social Media Marketing, Telecommunications, Strategic Planning, French, Coaching, New Business Development, Social Media, International Relations, Business Strategy, Project Management, B2B, Microsoft Office, Account Management, Team Leadership, Microsoft Excel, Marketing Strategy, Team Management, Marketing Communications, Marketing, Management
Education
Université de Sherbrooke
Master, MBA
Université Laval
Bachelor's degree, Labor and Industrial Relations
Jean-de-la-Mennais
Richardson GMP February 2015 - Present
Raymond James October 2012 - August 2014
Desjardins Securities June 2011 - October 2012
National Bank Financial April 2002 - December 2010
Merrill Lynch 2000 - 2002
Skills
Wealth Management, Portfolio Management, Investments, Investment Advisory, Mutual Funds, Credit Analysis
Education
University of London 2006 — 2009
Post Graduate Diploma, Business
Laurentian University/Université Laurentienne 1994 — 1998
BA, Economics
Richardson GMP August 2013 - Present
Edward Jones October 2004 - August 2013
Skills
Retirement Planning, Retirement, Wealth Management, Mutual Funds, Investment Strategies, Financial Advisory, Finance, Investments, Portfolio Management, Asset Allocation, Investment Advisory, Strategic Financial..., Wealth, Wealth Management..., Financial Planners, Financial Planning, Securities
Education
Memorial University of Newfoundland 1991 — 1996
BSc, Biochemistry
Richardson GMP May 2012 - Present
AFC Capital November 2005 - October 2011
Desjardins Global Asset Management January 2004 - October 2005
Elantis Investment Management April 2003 - December 2004
CDP Capital October 2001 - April 2003
Skills
Equity Research, Financial Analysis, Financial Modeling, Portfolio Management, Valuation, Investments, Asset Management, Capital Markets, Bloomberg, Wealth Management, Hedge Funds, Equities, Securities
Education
HEC Montréal 2000 — 2001
Master of Business Administration (MBA), Finance
Université de Sherbrooke 1993 — 1997
Bachelor of Engineering (B.Eng.), Chemical Engineering
Collège Saint-Sacrement
Richardson GMP November 2013 - Present
Macquarie Private Wealth Inc. June 2006 - November 2013
CIBC Wood Gundy January 2002 - June 2006
Merrill Lynch October 1998 - December 2001
Midland Walwyn November 1997 - October 1998
BMO Nesbitt Burns February 1992 - November 1997
Skills
Personal Financial..., Personal Tax Planning, Investment Strategies, Retirement Planning, Philanthropy, Passive Income, Wealth Preservation..., Wealth Management
Education
McGill University 1979 — 1982
Master of Business Administration (M.B.A.), Finance
Bishop's University 1976 — 1979
BBA, Finance/Accounting
John Abbott College 1973 — 1976
CEGEP, Business Administration and Management, General
BMO Nesbitt Burns March 2014 - Present
Richardson GMP August 2013 - March 2014
Canaccord Financial November 2010 - August 2013
Terraprobe Inc. October 2005 - March 2012
Skills
Mutual Funds, Investments, Strategic Financial..., Wealth Management, Asset Management, Equities, Asset Allocation, Securities, Portfolio Management, Retirement Planning, Fixed Income, Alternative Investments, Financial Modeling, Investment Strategies, Valuation, Investment Advisory, Finance, Financial Planners, Options, Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Outlook, Time Management, Bonds, Financial Planning
Education
Ryerson University 2010 — 2013
Bachelor of Commerce (B.Com.), Finance
Sheridan College 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Richardson GMP April 2014 - Present
Richardson GMP Limited May 2010 - April 2014
Russell Investments May 2007 - May 2010
Russell Investments October 2004 - May 2007
CIBC 2002 - October 2004
Merrill Lynch February 2000 - 2002
TD September 1998 - February 2000
Skills
Investment Strategies, Alternative Investments, Mutual Funds, Wealth Management, Investment Advisory, Investment Management, Investments, Asset Management, Asset Allocation, Asset Managment, Portfolio Management, ETFs, Equities, Hedge Funds, High Net Worth..., Retirement Planning, Wealth Management..., Fixed Income, Capital Markets, Securities, Recruiting, Practice Management, Leadership, Coaching, Trading, Directors, Financial Services, Estate Planning, Insurance, Tax Advisory, Due Diligence, Project Management, Product Development, Wrap Accounts, 360 Feedback, Sales Management, Business Development, Marketing Strategy, Operations Management, Relationship Management, Lead Generation, Team Building, Investment Banking, Private Placements, Private Equity, Economics, Research, Professional..., Compliance, Branch Management
Education
The University of Western Ontario - King's University College 1995 — 1998
Bachelor's Degree, Economics
HSBC Commercial Banking January 2014 - Present
HSBC Commercial Banking July 2012 - January 2014
Richardson GMP May 2011 - July 2011
Mackie Research Capital May 2010 - September 2010
J.F. Mackie & Company May 2009 - September 2009
Skills
Investments, Microsoft Excel, Financial Analysis, Portfolio Management, Financial Modeling, Finance, Banking, Credit, Credit Analysis, Corporate Finance, Risk Management, Relationship Management, Wealth Management, Strategic Financial..., Customer Service, Credit Risk
Education
Queen's University
Master's of Business Administration (MBA)
The University of Calgary 2008 — 2012
Bachelor of Commerce, Finance
University of South Australia 2011 — 2011
BCOMM, Finance
Richardson GMP October 2015 - Present
Investors Group Financial Services Inc. January 1995 - October 2015
Skills
Wealth Management, Retirement Planning, Wealth, Investments, Financial Planning, Insurance, Investment Strategies, Estate Planning, Retirement
Education
Concordia University
HollisWealth, Global Wealth Management, Scotiabank March 2015 - Present
Richardson GMP October 2010 - March 2015
ScotiaMcLeod, National Branch May 2010 - October 2010
Scotia Capital June 2009 - May 2010
Scotia Capital March 2007 - May 2009
Scotiabank May 2005 - February 2007
Skills
Securities, Investments, Equities, Wealth Management, Financial Risk, Derivatives, Trading, Capital Markets, Options, Mutual Funds, Asset Management, Fixed Income, Portfolio Management, Bloomberg, Banking, Training, Bonds, Credit, Investment Advisory, Analytical Reasoning, Time Management, Challenge Driven, Achieving Results, Compliance, Consistency, Strategic Financial..., Teamwork, Empathy, Distance Learning, Training Delivery, Research, Securities Regulation, Risk Assessment
Education
University of Toronto - Rotman School of Management 2014 — 2014
CSI Global Education 2008 — 2013
Certifications
Université de Marne-la-Vallée 2003 — 2004
Masters, International Labour Markets
Université Paris-Sorbonne 2003 — 2003
Business French Certification
1997 — 2001
Bachelor, Economics
Richardson GMP 2011 - Present
Richardson GMP Limited February 2011 - November 2012
Centre for Sustainable Transportation May 2007 - December 2010
Citigroup Zambia March 2001 - April 2004
Skills
Financial Analysis, Financial Modeling, Risk Management, Capital Markets, Portfolio Management, Banking, Valuation, Investments, Financial Services, Investment Advisory, Investment Strategies, Credit, Corporate Finance, Relationship Management, Financial Risk
Education
Canadian Securirties Institute 2012 — 2012
Conduct and Practises Handbook
Canadian Securitites Institute 2012 — 2012
Investment Representative Training
Canadian Securites Institute 2011 — 2011
Canadian Securities Course
The University of Winnipeg 2007 — 2010
BA, Business Administration
George Brown College 2005 — 2007
Diploma, Business Administration
Mpelembe Secondary School
Trust School
Dundee Goodman Private Wealth April 2014 - Present
Richardson GMP November 2013 - April 2014
Macquarie Private Wealth April 2010 - November 2013
Canaccord Financial January 1999 - April 2010
Skills
Investment Advisory, Wealth Management, Investments, Equities, Financial Planning, Tax Minimization..., Foreign Exchange, Mortgage Lending, Asset Management, Tax, Alternative Investments, Capital Markets, Mutual Funds, Strategic Financial..., Investment Strategies, Securities, Cash Flow, Entrepreneurship, Portfolio Management, Private Equity
Education
Concordia University 1990 — 1993
commerce, accounting
Wagar High 1983 — 1988
Richardson GMP November 2013 - Present
Religare Macquarie Private Wealth May 2011 - August 2011
Skills
Investments, Microsoft Excel, Microsoft Office, Portfolio Management, Teamwork, Equities, Asset Management
Education
The University of Calgary 2008 — 2012
Economics, Economics
Richardson GMP 2013 - June 2014
Macquarie Group 2008 - 2013
ScotiaMcLeod February 2001 - April 2008
BMO Nesbitt Burns 1999 - 2000
Education
Simon Fraser University
Bachelor's degree, Economics