Richardson GMP

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Richardson GMP Employees

Employee
Years
Job
Industry
Simon Partington, CFP, CIM Simon Partington, CFP, CIM Toronto, Canada Area Details
Simon Partington, CFP, CIM's Richardson GMP Experience October 2005 - January 2006
Job Investment Advisor & Financial Planner, Helping Plan your Financial Future
Industry Investment Management
Experience
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

Matt Ilich, CFA Matt Ilich, CFA Vancouver, Canada Area Details
Matt Ilich, CFA's Richardson GMP Experience March 2014 - Present
Job Portfolio Manager at Richardson GMP
Industry Financial Services
Experience
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

Sara Isa Sara Isa Montreal, Canada Area Details
Sara Isa's Richardson GMP Experience 2008 - 2010
Job Client Services and Administrative Coordinator at MacDougall Investment Counsel
Industry Financial Services
Experience
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

Patty Konstantinidis, CPA, CA Patty Konstantinidis, CPA, CA Toronto, Canada Area Details
Patty Konstantinidis, CPA, CA's Richardson GMP Experience April 2015 - Present
Job Director, Finance & Controller at Richardson GMP
Industry Investment Management
Experience
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

Dorothy-Anna Orser Dorothy-Anna Orser Toronto, Canada Area Details
Dorothy-Anna Orser's Richardson GMP Experience September 2013 - March 2014
Job Portfolio Manager focused on high net worth individuals and corporate finance for CPC's.
Industry Financial Services
Experience
Dundee Goodman Private Wealth  March 2014 - Present
Richardson GMP   September 2013 - March 2014
Macquarie Private Wealth  May 2012 - November 2013
Canaccord Wealth Management  March 2007 - May 2012
BMO Nesbitt Burns  September 1997 - March 2007
Rae & Lipskie Investment Counsel   June 1996 - March 1997
Black Investment Counsel   June 1995 - May 1996
RBC Dominion Securities  January 1991 - June 1995
CIBC Wood Gundy  June 1987 - December 1990

Skills
Wealth Management, Investments, Investment Strategies, Equities, Investment Advisory, Estate Planning, CPCs, High Net Worth..., Mutual Funds, Portfolio Management, Retirement Planning, Investment Banking, Securities, Alternative Investments, Asset Allocation, Entrepreneurship, Finance, IPO, Strategic Financial..., Options, Asset Management, Bonds, Capital Markets, Financial Advisory, Investment Management, Private Placements, Hedge Funds, Private Equity, Investor Relations, Financial Planning

Education
The University of Western Ontario   1978 — 1980
Biology/Biological Sciences, General

Simon Fraser University

University of Waterloo

Natalie Camara Natalie Camara Vancouver, Canada Area Details
Natalie Camara's Richardson GMP Experience August 2003 - June 2006
Job Vice President, Institutional Sales and Service at BMO Global Asset Management
Industry Financial Services
Experience
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

Nerissa Lin Nerissa Lin San Francisco Bay Area Details
Nerissa Lin's Richardson GMP Experience December 2013 - Present
Job Computer Science and Mathematics Student at University of California, Berkeley
Industry Computer Software
Experience
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

Jennifer Laughlin Jennifer Laughlin Toronto, Canada Area Details
Jennifer Laughlin's Richardson GMP Experience March 2015 - Present
Job VP, Marketing I produce attentiongetting marketing based on advisor's unique needs and original ideas.
Industry Financial Services
Experience
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

Manuela Slavic Manuela Slavic Edmonton, Canada Area Details
Manuela Slavic's Richardson GMP Experience November 2005 - March 2013
Job Associate at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities  January 2014 - Present
Richardson GMP   November 2005 - March 2013
CIBC Wood Gundy  March 1994 - November 2005

Skills
Investments, Wealth Management, Alternative Investments, Securities, Trading, Mutual Funds, Asset Management, Asset Allocation

Education
University of Alberta   1989 — 1993
BSc., Family Studies

Archbishop O'Leary High School   1985 — 1988

Jennifer Ngo, CHRP Jennifer Ngo, CHRP Toronto, Canada Area Details
Jennifer Ngo, CHRP's Richardson GMP Experience June 2014 - Present
Job HR & Payroll Assistant at Richardson GMP
Industry Human Resources
Experience
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

Jane Rho Jane Rho Greater New York City Area Details
Jane Rho's Richardson GMP Experience May 2013 - August 2013
Job Associate Consultant at Bain & Company
Industry Management Consulting
Experience
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

Lara King, CFA Lara King, CFA Calgary, Canada Area Details
Lara King, CFA's Richardson GMP Experience January 2014 - Present
Job Fundamentalresearch driven financial analyst
Industry Capital Markets
Experience
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

Christopher Kerlow, CFA Christopher Kerlow, CFA Toronto, Canada Area Details
Christopher Kerlow, CFA's Richardson GMP Experience June 2013 - Present
Job Equity Research Analyst, Asset Management Group at Richardson GMP
Industry Investment Management
Experience
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

Jon Germain, CIM Jon Germain, CIM Edmonton, Canada Area Details
Jon Germain, CIM's Richardson GMP Experience March 2013 - Present
Job Associate Investment Advisor at Richardson GMP Limited
Industry Investment Management
Experience
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

Stephen Parcalidis Stephen Parcalidis Toronto, Canada Area Details
Stephen Parcalidis's Richardson GMP Experience March 2013 - Present
Job Associate
Industry Financial Services
Experience
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

Nicole Colacci Nicole Colacci Toronto, Canada Area Details
Nicole Colacci's Richardson GMP Experience July 2015 - Present
Job Administrative Assistant at Richardson GMP
Industry Financial Services
Experience
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

Jennifer Panes Jennifer Panes Toronto, Canada Area Details
Jennifer Panes's Richardson GMP Experience May 2012 - August 2012
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
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

Sharon Dammann Sharon Dammann Toronto, Canada Area Details
Sharon Dammann's Richardson GMP Experience November 2013 - Present
Job Associate at Richardson GMP
Industry Financial Services
Experience
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

Tyler Steele, CFA Tyler Steele, CFA Vancouver, Canada Area Details
Tyler Steele, CFA's Richardson GMP Experience November 2013 - Present
Job Senior Vice President, Portfolio Manager at Richardson GMP
Industry Banking
Experience
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

Maureen Glenn, B.A., CFP, FLMI Maureen Glenn, B.A., CFP, FLMI Toronto, Canada Area Details
Maureen Glenn, B.A., CFP, FLMI's Richardson GMP Experience September 2014 - Present
Job Vice President, Tax & Estate Planning at Richardson GMP
Industry Investment Management
Experience
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

Sheila Cassidy Sheila Cassidy Toronto, Canada Area Details
Sheila Cassidy's Richardson GMP Experience July 2010 - September 2010
Job Competition Director for The Great Canadian Sales Competition
Industry Staffing and Recruiting
Experience
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

Valeria Spirina Valeria Spirina Toronto, Canada Area Details
Valeria Spirina's Richardson GMP Experience February 2014 - August 2014
Job Receptionist/EA/Sales Assistant at Walton Capital Management Inc.
Industry Financial Services
Experience
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

Blair Pytak Blair Pytak Calgary, Canada Area Details
Blair Pytak's Richardson GMP Experience October 2013 - Present
Job Director, Wealth Management, Branch Manager, Investment Advisor
Industry Financial Services
Experience
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

Matt Marjanski Matt Marjanski Ottawa, Canada Area Details
Matt Marjanski's Richardson GMP Experience November 2013 - March 2014
Job Investment Services Associate at Dundee Goodman Private Wealth
Industry Investment Banking
Experience
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)

Blake Dalton Blake Dalton Toronto, Canada Area Details
Blake Dalton's Richardson GMP Experience January 2014 - Present
Job Director, Wealth Management, Investment Advisor at Richardson GMP
Industry Financial Services
Experience
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

Benjamin Domingo Benjamin Domingo Vancouver, Canada Area Details
Benjamin Domingo's Richardson GMP Experience October 2010 - April 2011
Job Financial Planner at TD Waterhouse Financial Planning
Industry Investment Management
Experience
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)

Jesse Chambers, CFA Jesse Chambers, CFA Vancouver, Canada Area Details
Jesse Chambers, CFA's Richardson GMP Experience December 2012 - April 2014
Job Senior Financial Services Representative at CIBC
Industry Investment Management
Experience
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

John Wiman John Wiman Toronto, Canada Area Details
John Wiman's Richardson GMP Experience October 2006 - Present
Job Director, Wealth Management & Portfolio Manager | Applying an adaptive, rulesbased methodology to wealth management
Industry Financial Services
Experience
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

Daniel Cappell Daniel Cappell Toronto, Canada Area Details
Daniel Cappell's Richardson GMP Experience January 2013 - October 2013
Job Inside Sales Representative at Sun Life Financial
Industry Financial Services
Experience
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

Reid Carthy Reid Carthy Toronto, Canada Area Details
Reid Carthy's Richardson GMP Experience October 2014 - Present
Job Managed Fees Administrator at Richardson GMP
Industry Financial Services
Experience
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

Soy Garipoglu Soy Garipoglu Vancouver, Canada Area Details
Soy Garipoglu's Richardson GMP Experience April 2014 - Present
Job Associate at Richardson GMP
Industry Financial Services
Experience
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

David Kearnes David Kearnes Vancouver, Canada Area Details
David Kearnes's Richardson GMP Experience May 2013 - Present
Job Vice President Investment Advisor at RGMP
Industry Financial Services
Experience
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

Diane Mendonca-Macri Diane Mendonca-Macri Toronto, Canada Area Details
Diane Mendonca-Macri's Richardson GMP Experience November 2013 - June 2014
Job Branch Administrator
Industry Financial Services
Experience
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

Jacky Laurin Jacky Laurin Toronto, Canada Area Details
Jacky Laurin's Richardson GMP Experience February 2014 - May 2015
Job Comarm Solutions Inc Consultant
Industry Investment Banking
Experience
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

Laura Curtis Ferrera Laura Curtis Ferrera Toronto, Canada Area Details
Laura Curtis Ferrera's Richardson GMP Experience November 2013 - February 2015
Job Vice President, Marketing, Global Wealth Management at Scotiabank
Industry Financial Services
Experience
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

Kyle Qijun Zhong Kyle Qijun Zhong Toronto, Canada Area Details
Kyle Qijun Zhong's Richardson GMP Experience January 2013 - April 2013
Job Experienced Business and Marketing Professional in Sales/Financial Services
Industry Financial Services
Experience
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

Shiyan Somasegaram Shiyan Somasegaram Toronto, Canada Area Details
Shiyan Somasegaram's Richardson GMP Experience October 2013 - Present
Job Richardson GMP
Industry Financial Services
Experience
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

Marc Lauzier Marc Lauzier Montreal, Canada Area Details
Marc Lauzier's Richardson GMP Experience January 2005 - August 2008
Job Viceprésident Régional Montréal et RiveNord at Valeurs Mobilières Desjardins
Industry Financial Services
Experience
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

Thomas Courteau, CIM® Thomas Courteau, CIM® Toronto, Canada Area Details
Thomas Courteau, CIM®'s Richardson GMP Experience January 2014 - Present
Job Vice President, Investment Advisor at Richardson GMP
Industry Financial Services
Experience
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®)

Keith Hoffman Keith Hoffman Toronto, Canada Area Details
Keith Hoffman's Richardson GMP Experience June 2014 - September 2014
Job Student at Queen's School of Business
Industry Capital Markets
Experience
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

James Meltzer James Meltzer Montreal, Canada Area Details
James Meltzer's Richardson GMP Experience November 2013 - Present
Job Senior Vice President at Richardson GMP Limited
Industry Financial Services
Experience
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

Nathan Drury Nathan Drury Boulder, Colorado Details
Nathan Drury's Richardson GMP Experience June 2013 - August 2013
Job Associate Intern at Dividend Capital
Industry Higher Education
Experience
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

Jeff Holloway Jeff Holloway Vancouver, Canada Area Details
Jeff Holloway's Richardson GMP Experience May 2009 - April 2010
Job Vancouver Canadians Professional Baseball Club
Industry Sports
Experience
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

Tricia (McCarville) McIver CA FEA TEP Tricia (McCarville) McIver CA FEA TEP Vancouver, Canada Area Details
Tricia (McCarville) McIver CA FEA TEP's Richardson GMP Experience 2005 - 2011
Job Business & Family Wealth Specialist, Scotia Wealth Management
Industry Financial Services
Experience
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)

Nevin Chernick Nevin Chernick Vancouver, Canada Area Details
Nevin Chernick's Richardson GMP Experience November 2013 - Present
Job Director, Wealth Management, Branch Manager & Portfolio Manager at Richardson GMP
Industry Investment Management
Experience
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

Rory O'Connor Rory O'Connor Vancouver, Canada Area Details
Rory O'Connor's Richardson GMP Experience November 2013 - Present
Job Portfolio Manager, Senior Vice President at Richardson GMP
Industry Investment Management
Experience
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

Lucas MacMillan, B.Sc., CFP® Lucas MacMillan, B.Sc., CFP® Calgary, Canada Area Details
Lucas MacMillan, B.Sc., CFP®'s Richardson GMP Experience July 2015 - Present
Job Analyst, Tax & Estate Planning at Richardson GMP
Industry Financial Services
Experience
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)

Emily Phillips Emily Phillips New York, New York Details
Emily Phillips's Richardson GMP Experience May 2010 - August 2010
Job Relationship Manager: Helping financial services professionals build relationships and drive results
Industry Internet
Experience
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

Penelope (Penny) Cromwell Penelope (Penny) Cromwell Toronto, Canada Area Details
Penelope (Penny) Cromwell's Richardson GMP Experience November 2013 - January 2014
Job Executive Assistant To SVP Rogers Customer Care
Industry Telecommunications
Experience
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

Ethan Dang, CFA, MBA Ethan Dang, CFA, MBA Vancouver, Canada Area Details
Ethan Dang, CFA, MBA's Richardson GMP Experience July 2014 - Present
Job Portfolio Manager at Richardson GMP
Industry Investment Management
Experience
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

Thomas Laberge Briere Thomas Laberge Briere Montreal, Canada Area Details
Thomas Laberge Briere's Richardson GMP Experience May 2014 - Present
Job Brière Wealth Management, Richardson GMP Limited
Industry Investment Management
Experience
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

Darlene Lanigan Darlene Lanigan Toronto, Canada Area Details
Darlene Lanigan's Richardson GMP Experience August 2015 - Present
Job Business Development Assistant at Richardson GMP
Industry Marketing and Advertising
Experience
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

Kassandra Lyttle Kassandra Lyttle Calgary, Canada Area Details
Kassandra Lyttle's Richardson GMP Experience August 2014 - Present
Job Graduate from Southern Alberta Institute of Technology
Industry Accounting
Experience
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

Toni San Gabriel Toni San Gabriel Toronto, Canada Area Details
Toni San Gabriel's Richardson GMP Experience September 2015 - Present
Job Associate Product Manager at Richardson GMP
Industry Financial Services
Experience
Richardson GMP   September 2015 - Present
HollisWealth, Scotiabank Global Wealth & Insurance   June 2000 - September 2015
RBC Dominion Securities  May 2008 - January 2010
RBC Dominion Securities  February 2007 - May 2008

Skills
Customer Service, Time Management, Investment Strategies, Microsoft Excel, Social Media, Financial Services, Marketing, Social Media Marketing, Microsoft Office, Microsoft Word, Mutual Funds, Investments, Wealth Management, Data Entry, Account Management, Event Planning, Sales Management, Investment Management, PowerPoint, Portfolio Management, Management, Marketing Strategy, Event Management, Social Networking, Sales, Online Marketing, Marketing Communications, Financial Analysis, Email Marketing, Securities, Leadership, Insurance, Retirement Planning, Relationship Management, Retirement, Investment Advisory, Bloomberg Terminal, Bloomberg

Education
Richmond School of Commerce
Legal Assistant/Law Clerk

Toronto School of Business
Accounting

Lucy Goodwin Lucy Goodwin Toronto, Canada Area Details
Lucy Goodwin's Richardson GMP Experience September 2007 - May 2012
Job Corporate Branch Manager
Industry Financial Services
Experience
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

Dustin Van Der Hout Dustin Van Der Hout Toronto, Canada Area Details
Dustin Van Der Hout's Richardson GMP Experience April 2015 - Present
Job Portfolio Manager at Richardson GMP
Industry Investment Management
Experience
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

Robyn Webster Robyn Webster Calgary, Canada Area Details
Robyn Webster's Richardson GMP Experience September 2013 - April 2015
Job Community & Youth Development Facilitator, Competitive Athlete and Coach
Industry Higher Education
Experience
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

Alison Seto Alison Seto Toronto, Canada Area Details
Alison Seto's Richardson GMP Experience September 2014 - Present
Job Business Development at Richardson GMP
Industry Marketing and Advertising
Experience
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

Adam Brookes Adam Brookes Calgary, Canada Area Details
Adam Brookes's Richardson GMP Experience October 2013 - Present
Job Investment Advisor at Richardson GMP
Industry Financial Services
Experience
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

Susan Fry Susan Fry Toronto, Canada Area Details
Susan Fry's Richardson GMP Experience February 2015 - Present
Job VP, Marketing Innovative and creative communications specialist
Industry Marketing and Advertising
Experience
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

Lina Milanova Lina Milanova Toronto, Canada Area Details
Lina Milanova's Richardson GMP Experience February 2011 - Present
Job Managed Accounts
Industry Investment Management
Experience
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

Jean-Françoys Gauvin Jean-Françoys Gauvin Montreal, Canada Area Details
Jean-Françoys Gauvin's Richardson GMP Experience October 2014 - February 2015
Job Conseiller senior, Planification financière
Industry Financial Services
Experience
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

Dalton Garrison Dalton Garrison Toronto, Canada Area Details
Dalton Garrison's Richardson GMP Experience December 2008 - March 2009
Job Apple Certified Mac Technician (ACMT), Director of Communications, Experienced Project Manager and Board Member
Industry Information Technology and Services
Experience
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

Tom Stachiw, CIM Tom Stachiw, CIM Calgary, Canada Area Details
Tom Stachiw, CIM's Richardson GMP Experience August 2015 - Present
Job Associate Investment Advisor at Richardson GMP
Industry Investment Management
Experience
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

Pierre Archambault Pierre Archambault Montreal, Canada Area Details
Pierre Archambault's Richardson GMP Experience June 1997 - Present
Job Gestionnaire de Portefeuille chez Richardson GMP
Industry Investment Management
Experience
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

Eva von Biehler, MBA Candidate Eva von Biehler, MBA Candidate Toronto, Canada Area Details
Eva von Biehler, MBA Candidate's Richardson GMP Experience March 2013 - January 2014
Job VP Business Development at Investor Cubed Inc.
Industry Financial Services
Experience
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.

Jasmine (Lemes) Marichic Jasmine (Lemes) Marichic Vancouver, Canada Area Details
Jasmine (Lemes) Marichic's Richardson GMP Experience October 2012 - Present
Job Associate Serving High Net Worth Investors and Family Office Professionals
Industry Investment Management
Experience
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

Samar Paul Samar Paul Toronto, Canada Area Details
Samar Paul's Richardson GMP Experience November 2013 - January 2014
Job Securities Administrator at GMP Securities
Industry Investment Banking
Experience
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

Lorne Searle Lorne Searle Toronto, Canada Area Details
Lorne Searle's Richardson GMP Experience November 2013 - Present
Job Vice President, Investment Advisor at Richardson GMP
Industry Financial Services
Experience
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

Vincent Yu Vincent Yu Vancouver, Canada Area Details
Vincent Yu's Richardson GMP Experience November 2013 - Present
Job Vice President, Portfolio Manager at Richardson GMP
Industry Financial Services
Experience
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

Nick Bakish Nick Bakish Montreal, Canada Area Details
Nick Bakish's Richardson GMP Experience September 2015 - Present
Job Director, Wealth Management, Investment Advisor at Richardson GMP at Richardson GMP
Industry Financial Services
Experience
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

Jennifer Higgs Jennifer Higgs Toronto, Canada Area Details
Jennifer Higgs's Richardson GMP Experience March 2013 - April 2015
Job Membership and Accounts Administrator | Event Coordinator | Communications and Promotions
Industry Executive Office
Experience
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

Lyle Mclennan Lyle Mclennan Vancouver, Canada Area Details
Lyle Mclennan's Richardson GMP Experience April 1997 - Present
Job Investment Advisor at Richardson GMP
Industry Investment Management
Experience
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

Cheryl David Cheryl David Calgary, Canada Area Details
Cheryl David's Richardson GMP Experience June 1997 - March 2014
Job Associate Investment Advisor
Industry Financial Services
Experience
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

Chris Stuchberry Chris Stuchberry Toronto, Canada Area Details
Chris Stuchberry's Richardson GMP Experience November 2013 - Present
Job Portfolio Manager at Richardson GMP
Industry Investment Management
Experience
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

John Guttormson John Guttormson Winnipeg, Canada Area Details
John Guttormson's Richardson GMP Experience June 2003 - January 2010
Job Senior VicePresident, Product Development at Investors Group
Industry Financial Services
Experience
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

Ross Rayment Ross Rayment Calgary, Canada Area Details
Ross Rayment's Richardson GMP Experience September 2013 - Present
Job Associate Business Development and Financial Planning at Richardson GMP
Industry Financial Services
Experience
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

Lloyd Leonard Lloyd Leonard Toronto, Canada Area Details
Lloyd Leonard's Richardson GMP Experience November 2013 - Present
Job Portfolio Manager at Richardson GMP Limited
Industry Investment Management
Experience
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

Chris Ballanger Chris Ballanger Toronto, Canada Area Details
Chris Ballanger's Richardson GMP Experience October 2012 - Present
Job Director,Wealth Management, Investment Advisor at Richardson GMP
Industry Investment Management
Experience
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.

Danny Tung Danny Tung Toronto, Canada Area Details
Danny Tung's Richardson GMP Experience August 2014 - Present
Job IT Business Analyst at Richardson GMP
Industry Banking
Experience
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

Philip Marion, CIM Philip Marion, CIM Toronto, Canada Area Details
Philip Marion, CIM's Richardson GMP Experience January 2014 - Present
Job Associate Portfolio Manager, Investment Advisor at Richardson GMP
Industry Financial Services
Experience
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

Donald Ziol Donald Ziol Toronto, Canada Area Details
Donald Ziol's Richardson GMP Experience April 2012 - Present
Job QA Analyst at Richardson GMP
Industry Computer Software
Experience
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

Dwight Jefferson Dwight Jefferson Vancouver, Canada Area Details
Dwight Jefferson's Richardson GMP Experience November 2013 - Present
Job Senior Vice President, Portfolio Manager at Richardson GMP
Industry Financial Services
Experience
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

Marie-Claude Marcotte Marie-Claude Marcotte Montreal, Canada Area Details
Marie-Claude Marcotte's Richardson GMP Experience June 2013 - Present
Job Conseillère en placement associée at 3 Macs
Industry Investment Management
Experience
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

Christine Spencer Christine Spencer Toronto, Canada Area Details
Christine Spencer's Richardson GMP Experience February 2015 - Present
Job Branch Compliance at Richardson GMP
Industry Financial Services
Experience
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

Darren Heywood Darren Heywood Calgary, Canada Area Details
Darren Heywood's Richardson GMP Experience August 2013 - Present
Job Director, Wealth Management at Richardson GMP
Industry Financial Services
Experience
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

Frederic Belisle, ing., MBA Frederic Belisle, ing., MBA Montreal, Canada Area Details
Frederic Belisle, ing., MBA's Richardson GMP Experience May 2012 - Present
Job Portfolio Manager at Richardson GMP
Industry Financial Services
Experience
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

Bob Goldberger Bob Goldberger Toronto, Canada Area Details
Bob Goldberger's Richardson GMP Experience November 2013 - Present
Job Vice President & Investment Advisor at Richardson GMP
Industry Financial Services
Experience
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

Carrie Kirkland Carrie Kirkland Toronto, Canada Area Details
Carrie Kirkland's Richardson GMP Experience August 2013 - March 2014
Job Associate Investment Advisor at BMO Nesbitt Burns Inc.
Industry Financial Services
Experience
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

Jason W. Darling, MBA Jason W. Darling, MBA Toronto, Canada Area Details
Jason W. Darling, MBA's Richardson GMP Experience April 2014 - Present
Job Director, Southwestern Ontario at Richardson GMP
Industry Investment Management
Experience
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

Carling Barnes Carling Barnes Calgary, Canada Area Details
Carling Barnes's Richardson GMP Experience May 2011 - July 2011
Job Account Manager at HSBC Commercial Banking
Industry Financial Services
Experience
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

Lynn MacNeil Lynn MacNeil Montreal, Canada Area Details
Lynn MacNeil's Richardson GMP Experience October 2015 - Present
Job Richardson GMP
Industry Financial Services
Experience
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

Teodora Serban Teodora Serban Toronto, Canada Area Details
Teodora Serban's Richardson GMP Experience October 2010 - March 2015
Job Branch Manager at HollisWealth, Global Wealth Management, Scotiabank
Industry Financial Services
Experience
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

Vivien Mumba Vivien Mumba Winnipeg, Canada Area Details
Vivien Mumba's Richardson GMP Experience 2011 - Present
Job Associate at Richardson GMP
Industry Investment Management
Experience
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

Nicholas Shinder Nicholas Shinder Montreal, Canada Area Details
Nicholas Shinder's Richardson GMP Experience November 2013 - April 2014
Job Vice President & Portfolio Manager at Dundee Goodman Private Wealth
Industry Financial Services
Experience
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

Josh Nakesch Josh Nakesch Calgary, Canada Area Details
Josh Nakesch's Richardson GMP Experience November 2013 - Present
Job Richardson GMP
Industry Financial Services
Experience
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

Gigi Yiu Gigi Yiu Ottawa, Canada Area Details
Gigi Yiu's Richardson GMP Experience 2013 - June 2014
Job
Industry Financial Services
Experience
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