Richardson GMP Limited
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Richardson GMP Limited 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 Limited May 2005 - Present
TD Wealth Management June 2000 - May 2005
BMO Nesbitt Burns October 1990 - June 2000
Investment Industry Regulatory Organization for Canada January 1989 - January 1995
Richardson Greenshields October 1988 - October 1990
CIBC Wood Gundy February 1982 - October 1988
Pitfield, MacKay, Ross November 1978 - February 1982
Government of Alberta 1975 - 1978
Skills
Portfolio Management, Estate planning, Investment Advisory, Wealth Management, Wealth, Investments, Financial Advisory, Equities, Investment Management, Personal Finance, Investment Strategies, Asset Allocation, Alternative Investments, Estate Planning, Asset Management, Mutual Funds, Retirement Planning, Strategic Financial..., Capital Markets, Financial Planners, Securities, Fixed Income, Corporate Finance, Derivatives, Financial Analysis, High Net Worth..., Investment Banking, Asset Managment, Financial Modeling, Insurance, Options, Wealth Management..., Bonds, Hedge Funds, Retirement, ETFs, Private Equity, Trading, Financial Markets, Equity Research, Financial Planning, Finance, Risk Management, Valuation, Financial Services, Bloomberg, Economics
Education
INSEAD 2007 — 2007
Global Portfolio Management
Queen's University 1972 — 1973
study of macroeconomics, Graduate Studies Economics
Institut d'Etudes Politiques de Grenoble 1971 — 1972
French language, philosophy
University of Alberta 1966 — 1971
Honours Bachelor of Arts, Economics, Mathematics, Statistics
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
Aon Gusa Business Solutions Limited January 2013 - Present
Richardson GMP Limited May 2010 - January 2013
GMP Securities September 2009 - January 2013
Richardson Partners Financial Limited September 2006 - September 2009
Unisen Inc/Citigroup September 2002 - September 2006
Merrill Lynch May 2001 - December 2001
Merrill Lynch Investment Managers October 1999 - December 2001
Merrill Lynch Investment Managers, Canada September 1998 - October 1999
Atlas Asset Management ( Midland Walwyn) June 1996 - September 1998
Atlas Asset Management ( Midland Walwyn) August 1993 - June 1996
Skills
Operations Management, Information Technology, Financial Accounting, Business Strategy, Executive Management, Managerial Finance, Sales Management, Strategic Leadership, Change Management, Acquisition Integration, Technology Integration, Business Process..., Process Management, Portfolio Management, Investments, Financial Services, Management, CRM, Risk Management, Process Improvement, Mutual Funds, Strategic Financial..., Business Analysis, Wealth Management, Finance, Securities, Start-ups, Hedge Funds, Financial Planning
Education
The University of Western Ontario - King's University College 1982 — 1985
Bachelor of Science, Administrative & Commercial Studies
St Thomas Moore Catholic High School 1977 — 1981
Richardson GMP Limited August 2005 - Present
BMO Nesbitt Burns August 1994 - August 2005
BMO Nesbitt Burns August 1994 - August 2005
Skills
Alternative Investments, Wealth Management, Investments, Asset Allocation, Securities, Financial Advisory, Estate Planning
Education
Université du Québec à Rimouski 1981 — 1984
Bachelor, Finance and Marketing
The University of British Columbia June 2013 - Present
World Vision August 2010 - Present
Destiny Designs March 2009 - Present
Capilano University September 2011 - June 2013
Richardson GMP Limited June 2011 - August 2011
Orphane ~Casa De Hogar 2011 - 2011
Rogers Group Financial December 2001 - December 2010
Skills
finance licence, Public Speaking, interpersonal skils, Public Relations, Interviewing, Arts, Data Entry, Typing, quick learner, Fashion, Microsoft Office, Administration, Teamwork, Telecommunications, Problem Solving, System Administration, Event Planning, Social Networking, Training, Interviews, Customer Service, Nonprofits, Leadership Development
Education
CSI 2001 — 2002
Finance
Canadian Bible College 1998 — 1999
World Religion
University of Regina 1998 — 1999
Psychology
Capilano University 1995 — 1997
Business/Commerce, General
RBC Direct Investing July 2013 - Present
Bank of Montreal March 2010 - June 2013
Climate Change Capital February 2013 - April 2013
Richardson GMP Limited June 2012 - September 2012
Equinox June 2009 - March 2010
Winners Homesense March 2008 - April 2009
Skills
Team Leadership, Reliability, Customer Service, Banking, Market Research, Sales, Investments, Valuation, Marketing, Strategy, Financial Analysis, Time Management, Teamwork
Education
Concordia University 2009 — 2012
Bachelor of Commerce, International Business
John Abbott College 2007 — 2009
DEC, Social Science - Commerce
Loyola High School 2002 — 2007
High School Diploma
MD Financial Management Gestion financière MD November 2011 - Present
Queensway Carleton Hospital Foundation June 2015 - Present
The DIVA Foundation October 2010 - October 2012
Richardson GMP Limited January 2009 - May 2011
Canaccord Capital June 2005 - January 2009
RBC Dominion Securities September 2000 - June 2005
Metro Plymouth Chrylser Ltd 1995 - 1997
Michael Davies Plymouth Chrysler 1993 - 1996
Skills
Wealth Management, Estate Planning, Tax, Investments, Retirement Planning, Asset Management, Mutual Funds, Leadership, Marketing Strategy, Investment Strategies, Public Speaking, Coaching, Integrated Marketing, Mentoring, Strategic Financial..., Portfolio Management, Financial Planners, Financial Analysis, Entrepreneurship, CRM, Finance, Strategic Planning, Financial Advisory, Business Planning, Team Leadership, Financial Services, Budgets, Time Management, Business Analysis, Retirement, Business Development, Business Strategy, Asset Managment, Investment Advisory, Wealth, High Net Worth..., Asset Allocation, Risk Management, Securities, Insurance, Financial Planning
Education
Algonquin College of Applied Arts and Technology
Caisse de dépôt et placement du Québec August 2013 - Present
Fonds Standard Life - HEC Montréal October 2011 - June 2013
HEC Montreal January 2011 - April 2013
PSP Investments May 2012 - August 2012
Formula Growth Ltd. May 2011 - August 2011
Richardson GMP Limited September 2010 - May 2011
Skills
Investments, Bloomberg, Corporate Finance, Financial Modeling, Private Equity, Infrastructure, Matlab, Argus Modeling, Mergers & Acquisitions, Equities, Asset Allocation, Due Diligence, Econometrics, Fundamental Analysis, VBA, Capital IQ, Energy, Power Utilities
Education
Université de Montréal - HEC Montréal 2011 — 2013
MSc, Finance
Université de Montréal - HEC Montréal 2008 — 2011
BAA, Finance
OMD Canada September 2015 - Present
OMD Canada June 2014 - Present
Dundee Wealth May 2013 - August 2013
Dundee Wealth May 2012 - August 2012
Richardson GMP Limited May 2011 - August 2011
Richardson GMP Limited May 2010 - August 2010
Skills
Teamwork, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Highly responsible, Multi Tasking, Investments, Accounting, Advertising, Photoshop, InDesign, Media, Consumer Insight, Critical Thinking, Strategic Thinking, Creative Problem Solving, Oral & Written..., Communication
Education
Sheridan College 2013 — 2014
Advertising Account Management, Post Graduate
University of Guelph 2009 — 2013
Bachelor of Commerce, Marketing Management
St. Mildreds Lighbourn School 2006 — 2009
Richardson GMP Limited April 2007 - Present
ScotiaMcLeod - Scotiabank 1988 - March 2007
Pemberton Houston Willoughby September 1983 - October 1988
Skills
Investments, Investment Advisory, Life Insurance, Strategic Financial..., Investment Strategies, Wealth Management..., High Net Worth..., Wealth Management, Retirement Planning, Tax, Asset Allocation, Wealth, Mutual Funds, Risk Management, Investment Management, Securities, Alternative Investments, Financial Advisory, Estate Planning, Portfolio Management, Asset Management, ETFs, Retirement, Financial Planners, Bonds, Equities, Finance, Certified Financial..., Financial Services, Options, Hedge Funds, Capital Markets, Private Banking, Financial Markets, Private Equity, Personal Financial..., Financial Planning, Fixed Income, Insurance
Education
Southern Alberta Institute of Technology / SAIT 1980 — 1982
Business Administration
Southern Alberta Institute of Technology
Richardson GMP Limited October 2010 - Present
Prison Fellowship Canada September 2009 - August 2013
Microsoft August 2009 - April 2010
Research In Motion January 2009 - May 2009
University of Waterloo September 2008 - April 2009
PricewaterhouseCoopers September 2007 - December 2007
Research In Motion January 2007 - April 2007
Franklin Templeton Investments May 2006 - August 2006
Aldo Shoes October 2004 - January 2005
Education
University of Waterloo 2005 — 2010
Honours Arts & Business, Major in Legal Studies, Co-op
Macquarie University
Martingrove Collegiate Institute, Gifted Program
Richardson GMP Limited November 2009 - Present
Richardson Partners Financial November 2003 - November 2009
Richardson Greenshields September 1980 - September 1996
Canada Life Assurance Company 1978 - 1980
Skills
Wealth Management, Philanthropy, Estate Planning, Investments, Wealth, Retirement Planning, Public Speaking, Tax, Asset Management, Portfolio Management, Securities, Investment Strategies, Financial Services, Wealth Management..., ETFs, Financial Advisory, Investment Advisory, High Net Worth..., Finance, Alternative Investments, Mutual Funds, Asset Allocation, Investment Management, Equities
Education
School of Homeopathy 1998 — 2003
PDHom, Homeopathy
Ryerson University 1972 — 1976
BA, Merchandising
Richardson GMP Limited December 2006 - Present
CIBC Wood Gundy 2002 - 2006
Merrill Lynch 2000 - 2002
Midland Walwyn 1998 - 1999
Deloitte Canada 1990 - 1997
Touche Ross 1987 - 1989
Skills
Wealth Management, ETFs, Investment Strategies, Investment Advisory, Investments, Tax, High Net Worth..., Estate Planning, Asset Allocation, Mutual Funds, Financial Services, Tax Efficient Income..., Investor Education, Estate and Legacy..., Retirement Planning, Entrepreneurial..., Life Insurance, Critical Illness..., Long Term Care Insurance, Group Benefits Plans, Wealth, Securities, Investment Management, Wealth Management..., Insurance, Financial Advisory, Finance, Portfolio Management, Strategic Financial..., Equities, Critical Illness, Investment Education, Asset Management, Alternative Investments, Retirement, Financial Planners, Hedge Funds, Options, Wealth Accumulation, Fixed Income, Bonds, Trading, Financial Markets, Derivatives, Risk Management, Capital Markets, Private Equity, Series 7, Financial Modeling, Relationship Management
Education
Carleton University 1983 — 1986
Bachelor of Commerce (BCom), Honors, Finance and Accounting
Cornwall Collegiate & Vocational School (CCVS) 1979 — 1983
Richardson GMP Limited September 2010 - Present
Canaccord Financial March 2010 - September 2010
Skills
Investment Strategies, Investments, Wealth Management, Mutual Funds, Investment Advisory, ETFs, Asset Management, Estate Planning, Retirement Planning, Alternative Investments, Securities, Investment Management, Equities, Asset Allocation, Strategic Financial..., Financial Planning
Education
University of Alberta 2005 — 2009
Bachelor of Commerce, Marketing
MacEwan University
Richardson GMP Limited November 2009 - Present
Richardson GMP Limited November 2011 - February 2013
Richardson Partners November 2004 - November 2009
BMO Nesbitt Burns April 1983 - November 2004
Skills
Financial Advisory, Financial Services, Securities, Tax, Finance, Risk Management, Wealth Accumulation, Private Equity, Retirement, Fixed Income Portfolio..., Wealth Preservation..., Hedge Funds, Retirement Planning, Fixed Income Strategies, High Net Worth Insurance, Portfolio Optimization, Insurance, Philanthropy, Charity Work, Published Author, Financial Planners, Personal Finance, Bonds, Financial Markets, Financial Planning
Education
Ivey School of Business 1979 — 1983
Honours Business Administration, Business
Milton District High School
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
Richardson GMP Limited March 2007 - Present
copperjar system June 2005 - Present
Richardson GMP Limited March 2007 - January 2009
TD Waterhouse April 2002 - March 2007
Skills
Investments, Insurance, Planning, Entrepreneur, Wealth Management, Portfolio Management, Private Wealth..., Wealth Preservation, Wealth Preservation..., Retirement Income..., Wealth, Investment Advisory, Finance, Leadership, Estate Planning, Entrepreneurship, High Net Worth..., Wealth Management..., Retirement, Strategy, Investment Strategies, CRM, Management, Retirement Planning, Project Planning, Personal Finance
Education
Institute of financial Analysts 1994 — 1997
CFA, Investments
Chartered Financial Planner 1984 — 1987
CFP, Financial Planning
Queen's University 1978 — 1982
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Brookfield high school 1973 — 1978
Richardson GMP Limited DirectorWealth ManagementRichardson GMP Limited2004 - Present
Skills
Investments, Investment Advisory, Investment Strategies, Mutual Funds, High Net Worth..., Asset Management, Wealth Management, Portfolio Management, Asset Allocation, Wealth, Financial Advisory, Alternative Investments, Financial Services
Education
Dalhousie University 1978 — 1981
Bachelor’s Degree, Business Administration and Management, General
University of Alberta 1976 — 1978
Bachelor’s Degree, science
Wainwright High School
Cheiron Trading June 2011 - Present
Quantum Financier May 2010 - December 2011
Royal Canadian Navy May 2006 - December 2011
Richardson GMP Limited November 2010 - June 2011
IMPACT Investment Fund, Saint Mary's University 2010 - 2010
Skills
Python, C, C++, R, Software Development, Time Series Analysis, Statistical Arbitrage, Machine Learning, Genetic Algorithms, Correlation Analysis, Non-parametric..., Market making, Technical Analysis
Education
Saint Mary's University 2009 — 2011
Bachelor of Commerce, Finance
Université Laval 2008 — 2009
B.A.A., Finance
Universities Canada June 2015 - Present
Acart Communications October 2014 - May 2015
Acart Communications July 2013 - September 2014
Richardson GMP Limited August 2012 - October 2012
Soshal May 2011 - August 2011
Skills
Marketing Communications, Strategy, Marketing Strategy, Team Leadership, Social Media, Marketing, Leadership, Time Management, Teamwork, Management, Event Management, Project Management, Public Speaking, Problem Solving, Creative Problem Solving, Digital Marketing, Social Issues Marketing, Business Development
Education
Telfer School of Management at the University of Ottawa 2009 — 2013
Bachelor of Commerce (B.Com.), International Management
HEC Lausanne - School of Business 2012 — 2012
Bachelor of Commerce (B.Com.), Marketing/Marketing Management, General
Richardson GMP Limited October 2006 - Present
CIBC Wood Gundy January 2002 - October 2006
Merrill Lynch August 1999 - January 2002
Skills
Investments, Portfolio Management, Mutual Funds, Finance, DES, Asset Management, Strategy, Securities, Equities, Strategic Financial..., Wealth Management, Investment Advisory, Financial Planning, Alternative Investments, Investment Strategies, Risk Management, Retirement Planning, Financial Markets, Asset Managment, Philanthropie
Education
Institut québécois de planification financière (IQPF) 1999 — 2015
Planificateur financier
McGill University 1989 — 1992
B.A., Economics and Finance
John Abbott College 1987 — 1989
DEC, Commerce
Collège Bourget 1982 — 1987
DES
Richardson GMP Limited November 2009 - Present
Wellington West Capital Inc. February 2004 - December 2009
TD Canada Trust Private Banking November 1999 - February 2004
Skills
Wealth Management, Portfolio Management, Financial Analysis, Estate Planning, Helping Clients Succeed, Market Analysis, Investments, Mutual Funds, Financial Advisory, Strategic Financial..., Financial Services, Investment Advisory, Investment Strategies, Nonprofits, Management, Asset Allocation, Retirement Planning, Securities, High Net Worth..., Alternative Investments, Asset Management, Investment Management, Finance, ETFs, Equities, Capital Markets, Fixed Income, Bonds, Hedge Funds, Wealth Management..., Private Equity, Trading, Equity Research, Valuation, Financial Markets, Wealth, Financial Planning
Education
The University of Calgary 1992 — 1997
Bachelor of Commerce, Finance
Dr. G.W. Williams 1987 — 1992
Missing Children Society of Canada March 2011 - Present
Richardson GMP Limited November 2009 - Present
Wellington West Capital Inc. September 2007 - November 2009
Richardson Partners Financial Services 2005 - 2007
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Estate Planning, Investment Strategies
Education
The University of Calgary 1996 — 2000
BA, Economics
Globevest Capital August 2014 - Present
Richardson GMP Limited August 2005 - July 2014
BMO Nesbitt Burns September 1999 - August 2005
Skills
Alternative Investments, Wealth Management, Asset Management, Asset Allocation, Mutual Funds, Private Equity Funding, Asset Managment, Financial Advisory, Wealth, Estate Planning, High Net Worth..., Finance, Portfolio Management, Investment Advisory, Investment Strategies, Investments, Equities
Education
1996 — 2000
B.A.A, Finance and Marketing
Collège André Grasset 1994 — 1995
Diplôme Études Collégiales
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 Limited February 2014 - June 2015
Fame Television Global Network September 2014 - March 2015
Richardson GMP Limited April 2010 - February 2014
Aim Legal Group November 2007 - April 2010
Fashion Design Council of Canada March 2010 - March 2010
Skills
Fashion, Styling, Social Media, Blogging, Music, Social Media Marketing, Creative Writing, Publishing, Editorial, Event Management, Public Relations, Time Management, Administration, Office Administration, Office Management, Branch Banking, Regulatory Compliance, Regulatory Submissions, Regulatory Filings, Regulatory Reporting
Education
Seneca College of Applied Arts and Technology 2004 — 2006
Diploma, Law Clerk
Richardson GMP Limited May 2008 - Present
RBC Dominion Securities 1996 - 2008
Skills
Wealth Management, Financial Planning, Tax, Alternative Investments, Estate Planning, Strategic Financial..., Family Trusts, Investments, Financial Advisory, High Net Worth..., Finance, Wealth, Mutual Funds, Equities, Asset Management, Investment Strategies, Portfolio Management, Securities, Financial Analysis, Investment Advisory
Education
Carleton University 1992 — 1996
Bachelor of Arts, Law
Canadian Securities Institute
Chartered Strategic Wealth Professional, Tax and Financial Planning
ScotiaMcLeod November 2012 - July 2015
Richardson GMP Limited September 2006 - November 2012
Credential 2004 - 2006
Skills
Investment Advisory, Investment Strategies, Investments, Wealth Management, Mutual Funds, Equities, Securities, Portfolio Management, Asset Management, Asset Allocation, Alternative Investments, Retirement Planning
Education
CFA Institute 2007 — 2010
Chartered Financial Analyst
British Columbia Institute of Technology / BCIT 2001 — 2003
Financial Management, Corporate Finance
RBC Dominion Securities April 2012 - Present
Richardson GMP Limited December 2004 - April 2012
CIBC Wood Gundy January 2003 - December 2004
TD Asset Management July 2002 - January 2003
Skills
Portfolio Management, Equities, Investment Strategies, Asset Allocation, Wealth Management, Investment Advisory, Asset Management, Financial Analysis, Investments, Investment Management, Finance, Securities
Education
HEC Montreal 1999 — 2002
Collège Stanislas
French Baccalaureate
Richardson GMP Limited January 2006 - Present
CIBC Wood Gundy December 2001 - January 2006
Skills
Investment Strategies, Investment Advisory, Investments, Mutual Funds, ETFs, Alternative Investments, Asset Allocation, Retirement Planning, Wealth, Securities, Investment Management, Equities, High Net Worth..., Fixed Income, Wealth Management
Education
Concordia University 1994 — 1997
BA, Actuarial Mathematics
Richardson GMP Limited November 2009 - Present
Richardson Partners Financial Limited 2004 - 2009
CIBC Wood Gundy June 2002 - March 2004
Skills
Wealth Management, Investment Management, Investments, Strategic Financial..., Wealth, Wealth Management..., Financial Services, Investment Strategies, Asset Managment, Mutual Funds, Portfolio Management, Securities, Retirement Planning, Investment Advisory, ETFs, Estate Planning, Asset Allocation, Capital Markets, Equities, Fixed Income, Asset Management, Trading, Wealth Preservation..., Financial Markets, High Net Worth..., Retirement, Equity Research, Financial Risk, Financial Advisory, Alternative Investments, Derivatives, Finance, Private Equity, Hedge Funds, Financial Planners, Options, Bonds, Equity Trading, Separately Managed..., Personal Finance, Investment Banking, Valuation, Canadian Securities..., Financial Planning
Education
Drexel University 1997 — 2002
Bachelor of Science, Finance and Management Information Systems
Drexel University - College of Business and Administration 1997 — 2002
Bachelor of Science (B.Sc.), Finance and Management Information Services
Richardson GMP Limited December 2008 - Present
Canadian MoneySaver Magazine January 2010 - Present
Skills
Mutual Funds, Fixed Income, Hedge Funds, Wealth Management, Investment Advisory, Investments, Equities, Portfolio Management, Financial Advisory, ETFs, Financial Planners, Options, Risk Management, Alternative Investments, Finance, Investment Strategies, Financial Planning, Asset Allocation, Retirement Planning, Securities
Education
Université de Montréal / University of Montreal
Bachelor of Arts and Science
Raymond James Ltd. June 2015 - Present
Richardson GMP Limited January 2014 - May 2015
AFOA Canada January 2014 - February 2015
Macquarie Private Wealth December 2005 - November 2013
United Capital 1995 - 2005
Global Securities 1991 - 1995
CM Oliver & Company 1987 - 1990
Skills
Portfolio Management, Alternative Investments, Equities, Fundamental Research, Hedge Funds, Asset Allocation, Investment Strategies, Fixed Income, Equity Research, Options, Asset Management, Equity Trading, Asset Managment, Investment Advisory, Securities, Mutual Funds, Investments, Risk Management, Wealth Management, Investment Management, Derivatives, Research, Corporate Finance, Capital Markets, Financial Modeling, Private Equity, Valuation, Financial Services, Due Diligence, Financial Markets, Financial Planning, Investment Banking
Education
The University of British Columbia / UBC 1975 — 1981
faculty member - Chemistry, MBA course (incomplete)
Imperial College London 1973 — 1975
D.I.C., Chemistry
The Australian National University 1970 — 1973
Ph.D., Chemistry
University of New South Wales
Bachelor of Science (B.Sc.), Chemistry, Hons
Richardson GMP Limited June 2006 - Present
Richardsongmp 2007 - 2014
McKay Financial Management June 1992 - June 2006
Skills
Investments, Retirement Planning, Estate Planning, Tax Planning, Investment Advisory, Portfolio Management, Wealth Management, Asset Allocation, Alternative Investments, Asset Management, High Net Worth..., Life Insurance, ETFs, Mutual Funds, Retirement, Investment Strategies, Financial Advisory, Securities, Wealth, Equities, Investment Management, Finance, Financial Planners, Fixed Income, Strategic Financial..., Wealth Management..., Hedge Funds
Education
McGill University 1965 — 1969
Bchelor of Arts, Psychology
Oakville Trafalgar High School 1962 — 1965
High School Diploma
Richardson GMP Limited November 2009 - Present
Richardson Partners Financial August 2005 - November 2009
Skills
Estate Planning, Philanthropy, Investment Strategies, Investments, Financial Advisory, Wealth Management..., Personal Finance, Wealth Management, Wealth, Retirement Planning, Insurance, Hedge Funds, Mutual Funds, Trading, Financial Markets, Derivatives, Risk Management, Asset Management, Financial Planners, Finance, Investment Advisory, ETFs, Asset Allocation, Securities, Alternative Investments, Investment Management, Financial Services, Equities, High Net Worth..., Investment Banking, Portfolio Management, Bonds, Fixed Income, Strategic Financial..., Retirement, Financial Planning
Education
Ryerson University 1999 — 2003
B.Eng, Aerospace Engineering
Jean Vanier 1995 — 1999
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 Limited November 2005 - Present
CIBC Wood Gundy 1999 - 2005
ExecuTrain 1998 - 1999
Remington Tire 1997 - 1998
Ernst & Young 1993 - 1997
Skills
Investments, Wealth Management, Stocks, Fixed Income, Investment Banking, Superior Client Service, Investment Advisory, Mutual Funds, Finance, Retirement Planning, Securities, ETFs, Investment Strategies, Portfolio Management, Equities, Investment Management, Alternative Investments, Asset Management, Strategic Financial..., Hedge Funds, Asset Allocation, Options, Wealth Management..., Corporate Finance, Private Equity, Capital Markets, High Net Worth..., Wealth, Entrepreneurship, Estate Planning, Valuation, Financial Services, Financial Advisory, Financial Markets, Trading, Venture Capital, Tax, Retirement, Financial Planners, Mergers & Acquisitions, Bonds, Financial Modeling, Financial Planning
Education
University of Alberta 1989 — 1993
BComm with Distinction (Dean's List), Accounting and Finance
Facebook August 2013 - Present
Goldman Sachs July 2011 - July 2013
DegreeStub.com August 2012 - June 2013
Queen's University Investment Counsel April 2011 - April 2012
Tetrem Capital Management 2010 - 2011
Lake of the Woods Post May 2008 - May 2010
William Morris Endeavor 2010 - 2010
Richardson GMP Limited June 2009 - August 2009
National Post 2009 - 2009
Skills
Public Speaking, Equity Valuation, Financial Analysis, Financial Modeling, Direct Sales, Entrepreneurship, Investment Banking, Valuation, Leadership, Investments, Business Strategy, Business Development, Team Leadership, Start-ups, Management, Advertising
Education
Queen's University 2008 — 2012
Bachelor of Commerce, Commerce
ESSEC Business School 2010 — 2011
BBA, Finance
St. John's Ravenscourt 2004 — 2008
High School
Richardson GMP Limited May 2005 - Present
CIBC Wood Gundy June 1998 - April 2005
Richardson Greenshields / RBC Dominion September 1987 - June 1998
Skills
Investments, Asset Allocation, Investment Advisory, Financial Planning, Retirement, Alternative Investments, Retirement Income..., Wealth Management, Portfolio Management, Estate Planning, Small Business Advisor, Strategic Financial...
Education
The University of Calgary 2002 — 2004
MBA, Business
Richardson GMP Limited October 2006 - Present
CIBC Wood Gundy June 1995 - October 2006
Skills
High Net Worth..., Wealth Management, Mutual Funds, Portfolio Management, Investment Strategies, Alternative Investments, Investments, Estate Planning, Retirement Planning, Investment Advisory, Asset Management, Securities, Asset Allocation
Education
University of Alberta 1989 — 1993
B.Comm., Finance, Game Theory, Chemistry
Richardson GMP Limited March 2005 - Present
BMO Nesbitt Burns September 1999 - March 2005
Education
Northern Alberta Institute of Technology 1997 — 1999
Business - Finance, Finance and Financial Management Services
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 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 Limited April 2006 - Present
ScotiaMcLeod October 2002 - April 2006
RBC Dominion Securities August 1991 - October 2002
Skills
Wealth Management, Portfolio Management, Estate Planning, Asset Management, Investment Advisory, Investment Strategies, Financial Planning, Retirement Planning, fluent in french, Strategic Financial..., Asset Managment, Investments, Mutual Funds, Tax, High Net Worth..., Wealth Management..., Investment Management, Finance, Alternative Investments, Equities, Asset Allocation, Fixed Income, Securities, Wealth, Financial Advisory, ETFs
Education
College of Charleston 1987 — 1991
Bachelor, Business Administration
Terra Cotta Wealth Management 2014 - Present
Macquarie Private Wealth July 2012 - 2014
Richardson GMP Limited November 2010 - July 2012
Richardson Partners Financial Limited June 2005 - November 2010
CIBC Wood Gundy January 2002 - June 2005
Merrill Lynch Canada Inc. 1998 - 2002
Skills
Wealth Management, High Net Worth..., Estate Planning, Portfolio Management, Investment Management, Risk Management, Retirement Planning, Investment Advisory, Financial Advisory, Investment Strategies, Due Diligence, Alternative Investments, Mutual Funds, Finance, Asset Allocation
Education
Keiller Mackay CI
Keiller Mackay CI
Strategic Coach
Strategic Coach
University of Pennsylvania - The Wharton School
CIMA, Finance
Richardson GMP Limited February 2004 - Present
BMO Nesbitt Burns September 1996 - February 2004
Skills
Investments, Asset Management, Investment Advisory, Investment Strategies, Portfolio Management, Business Strategy, Wealth Management, Alternative Investments, Retirement Planning, Mutual Funds, Investment Management, Asset Allocation, ETFs, Wealth Management..., Securities, High Net Worth..., Wealth, Hedge Funds, Strategic Financial..., Financial Advisory, Retirement, Equities, Fixed Income, Estate Planning, Financial Services, Financial Markets, Financial Planning
Education
University of Alberta 1992 — 1997
Bachelor's Degree
Richardson GMP Limited June 2011 - Present
RBC Dominion Securities June 1994 - May 2011
RBC Dominion Securities June 1994 - May 2011
Mount Royal College November 1996 - May 1998
QByte November 1993 - May 1994
Price Waterhouse Coopers July 1990 - November 1993
Brown Riggs & Donen June 1989 - August 1989
Dunwoody & Company June 1988 - August 1988
Eastview Bowl January 1983 - May 1988
Skills
Investments, Securities, Investment Strategies, Portfolio Management, Personal Financial..., Wealth Management, Retirement Planning, Life Insurance, Financial Reporting, Tax, Investment Advisory, Due Diligence, Financial Analysis, Financial Modeling, Finance, Wealth, Retirement, Risk Management, Mutual Funds, Strategic Financial..., Asset Allocation, Asset Management, Estate Planning, Financial Advisory, Investment Management, ETFs, High Net Worth..., Alternative Investments, Financial Planners
Education
Institute of Chartered Accountants of Alberta 1989 — 2015
Chartered Accountant, Accounting
Financial Planning Standards Council 2007 — 2014
Certified Financial Planner, Financial Planning
Alberta Insurance Council 1994 — 2014
Level II Insurance Agent, Insurance
Canadian Securities Institute 1994 — 2014
Canadian Investment Manager, Portfolio Management
University of Saskatchewan 1988 — 1991
BComm, Accounting Honours
Richardson GMP Limited November 2013 - Present
Macquarie Private Wealth July 2010 - October 2013
Canberra Co. January 2010 - July 2010
Canberra Co. November 2008 - June 2009
A.P.I. Alarm Inc. July 2000 - June 2008
Nomura Securities 1986 - 2000
Skills
Process Improvement, Team Leadership, Strategic Planning, Operations Management, Team Building, Sales Management, Contract Negotiation, Risk Management, Business Development, Vendor Management, Purchasing, Administration, Business Strategy, Training, Leadership, Negotiation, Customer Service
Education
Ryerson University
Diploma, Business, Management, Marketing, and Related Support Services
Richardson GMP Limited June 2005 - Present
Skills
Portfolio Management, Investments, Wealth Management, Asset Management, Discretionary portfolio..., Tax optimization..., private equity funds, Real estate funds, Absolute return..., Philanthropy, Asset Allocation, Financial Advisory, Wealth, Financial Services, Project Portfolio..., Alternative Investments, Securities, Finance, Mutual Funds, Equities, Investment Strategies
Education
Université Laval 1995 — 1997
Richardson GMP Limited November 2007 - Present
Skills
Alternative Investments, Wealth Management, Asset Management, Asset Allocation, Retirement Planning, Portfolio Management, Finance, Investment Advisory, Investments, Financial Analysis, High Net Worth..., Wealth, Entrepreneurship, Wealth Management...
Education
Concordia University 1999 — 2002
B.Comm., Finance, Accounting
Dawson College 1997 — 1999
DEC, Commerce
Academie Lavalloise
Regina Assumpta
Richardson GMP Limited September 2010 - Present
RBC Dominion Securities June 2009 - September 2010
Royal Trust 2003 - 2006
Skills
Succession Planning, Estate Planning, Trusts, Wealth Management..., Strategic Financial..., Wealth Management, Wealth, Charities, Wills, Financial Planning, High Net Worth..., Asset Allocation, Retirement Planning, Investment Strategies, Estate Law, Tax
Education
Brigham Young University—J. Reuben Clark Law School 1994 — 1995
LL.M., Law
University of Saskatchewan 1982 — 1985
J.D., Law
Richardson GMP Limited September 2010 - Present
Canaccord Wealth Management November 2002 - September 2010
National Bank Financial September 1995 - November 2002
Investors Group September 1993 - September 1995
Education
University of Alberta 1988 — 1994
BA, Economics, Statistics
Richardson GMP Limited November 2009 - Present
Richardson Partners Financial January 2008 - November 2009
CIBC Wood Gundy October 2005 - January 2008
CIBC Wood Gundy May 2003 - October 2005
CIBC Wood Gundy January 2001 - May 2003
Merrill Lynch Canada Inc. February 1999 - January 2001
Mamma.com May 2000 - October 2000
RBC Dominion Securities 1996 - 1997
Marleau Lemire 1995 - 1997
Skills
Investments, Mutual Funds, Wealth Management, Securities, Fixed Income, Equities, Strategic Financial..., Asset Allocation, Financial Services, Risk Management, Portfolio Management, Alternative Investments, Investment Advisory, Asset Management, Investment Strategies, Financial Planning, Retirement Planning
Education
CEGEP - John Abbott College 1990 — 1993
D.E.C., Pure & Applied Scienes
V.C.H.S. 1985 — 1990
Richardson GMP Limited August 2010 - Present
GMP Securities August 2009 - August 2010
Lucky Brand Jeans June 2007 - November 2009
Liz Claborne Canada May 2005 - August 2006
Skills
Management
Education
Concordia University 2006 — 2010
Bachelor, Economics, business
Ecole secondaire Marie-Curie
Richardson GMP Limited November 2011 - Present
Desjardins Securities May 2003 - November 2011
Dalpé-Milette - Valeurs Mobilières Desjardins 2003 - 2011
Dalpé-Milette - Valeurs Mobilières Desjardins 2003 - 2011
National Bank Financial December 1997 - May 2003
Haute Technologie et Services 1996 - 1998
KPMG 1983 - 1985
Skills
Finance, Investments, Wealth Management, Mergers, Entrepreneurship, Strategic Planning, Business Development, Mergers & Acquisitions, Asset Management, Financial Analysis, Portfolio Management, Program Management, Strategic Financial..., Analyse financière
Education
HEC Montréal 1978 — 1981
BAA, Finance
College Lionnel-Groulx 1977 — 1979
CEGEP, Science Santé
HEC Montréal 1975 — 1977
secondary, general
Picton Mahoney Asset Management 2012 - Present
RBC Royal Bank June 2011 - August 2011
Richardson GMP Limited March 2008 - July 2010
Richardson Partners Financial 2007 - 2008
Monarch 2003 - 2005
Monarch 2003 - 2005
Skills
Financial Planning, Customer Relations, Problem Solving, Customer Service, Administration, Business Planning, Market Research, New Business Development, Financial Analysis, Research, Investments, Business Analysis, Portfolio Management, Asset Management, Leadership, Management, Strategic Financial..., Strategy, Asset Allocation, Business Development, Asset Managment
Education
The University of British Columbia 2010 — 2012
MBA, Strategic Management, Sauder School of Business
The Hong Kong University of Science and Technology 2011 — 2011
MBA, Exchange
Western University 2003 — 2007
BMOS, Management and Organizational Studies
MDHS
Richardson GMP Limited June 2015 - Present
I.Hervet Planif.Fin. Inc. June 2011 - May 2015
PHD Canada 2007 - 2008
Carat Canada 1998 - March 2002
Carat Canada 1998 - 2002
Carat Canada 1991 - 1993
Skills
Retirement Planning, Personal Financial..., Business Development, Management, Wealth Management, Strategic Financial..., Investments, Financial Advisory, Income Protection, Finance, Marketing Research, Estate Planning, Account Management, Retirement, Mutual Funds, Pensions, Financial Planners, Financial Planning
Education
Institut Québecois de la Planification Financière 2011 — 2012
Graduate, Fin. Pl., Financial Planner degree
Canadian Securities Course 2011 — 2011
Canadian Securities Graduate, Graduate
HEC Montreal 2007 — 2010
Certificate, Personal Financial Planning
ESCP Europe 1994 — 1996
M Management & Strategy, Management and Strategy
CIBC January 2012 - Present
Self Employed January 2008 - Present
Richardson GMP Limited July 2010 - January 2011
CIBC Wealth Management January 2007 - December 2009
Skills
Securities, Derivatives, Finance, Asset Managment, Risk Management, Equities, Asset Allocation, Investments, Portfolio Management, Bloomberg, Financial Services, Analysis, Options, Financial Advisory, Fixed Income, Trading, Credit, Mutual Funds, Capital Markets, Financial Risk, Investment Advisory, Investment Strategies, Asset Management
Education
Ryerson University 2008 — 2014
Bachelor of Commerce, Major in Global Management and Minor in Finance
CSI 2008 — 2011
Investments and Securities
George Brown College, St James 2005 — 2008
Diploma, Financial Service Management
Fidelity Clearing Canada September 2014 - Present
Self Employed February 2013 - Present
ScotiaMcLeod September 2013 - December 2013
Richardson GMP Limited February 2010 - May 2012
GMP Securities December 2007 - February 2010
Mercer Human Resource Consulting March 2002 - November 2007
Mobshop Inc. 1999 - 2001
Sun Life Financial May 1999 - November 1999
Newcourt Credit Group January 1997 - May 1999
Skills
Business Analysis, Capital Markets, Financial Services, Securities, Wealth Management, Project Management, Strategic Planning, Vendor Relationships, Contract Management, Mergers & Acquisitions, Management Consulting, Strategy, Program Management, Cross-functional Team..., Management
Education
York University - Schulich School of Business 2002 — 2004
MBA, Strategy & Marketing
Maharashtra Institute of Technology 1992 — 1996
B. Engg., Computer Engineering
Richardson GMP Limited September 2010 - Present
National Bank Financial November 1987 - September 2010
Skills
Investment Advisory, Wealth Management, Investments, Investment Strategies, Asset Allocation, Mutual Funds, finance, conseiller en finances, Financial Risk..., Wealth Management..., Stock Trading, Business Planning, Securities Market, Advisory through..., Portfolio Management, Equities, Securities, Asset Management, Wealth, Estate Planning
Education
Concordia University 1985 — 1987
Commerce & Political Science
University of Guelph 1984 — 1985
Pure and Applied Sciences
Cornwall Collegiate and Vocational School
Richardson GMP Limited May 2006 - Present
Research Capital June 2001 - May 2006
Skills
Alternative Investments, Investment Strategies, Investments, Mutual Funds, Wealth Management, Asset Allocation, Retirement Planning, Equities, Wealth Management..., Fixed Income, High Net Worth..., Capital Markets, Strategic Financial..., Investment Advisory, ETFs, Investment Management, Asset Management, Asset Managment, Hedge Funds, Securities, Portfolio Management, Bonds
Education
Carleton University 1987 — 1991
Economics/Commerce
TCS
TCS
Richardson GMP Limited April 2007 - Present
ScotiaMcLeod 2002 - April 2007
KPMG Canada 1998 - 2002
KPMG Canada 1996 - 1998
BDO Canada May 1995 - August 1995
Skills
Wealth Management, Strategic Financial..., Investments, Corporate Finance, Financial Services, Tax, Risk Management, Mutual Funds, Hedge Funds, Alternative Investments, Portfolio Management, Finance, Securities, Investment Strategies, Equities, Financial Planning
Education
University of Waterloo 1998 — 1998
MAcc., Accounting
Queen's University 1992 — 1996
BComm., Business
St. Andrew's College 1985 — 1992
IC Group June 2013 - Present
IC Group December 2011 - May 2013
Arctic Glacier October 2010 - December 2011
Denray Tire December 2009 - October 2010
Richardson GMP Limited April 2008 - December 2009
Manitoba Public Insurance November 2007 - April 2008
Manitoba Public Insurance September 2006 - November 2007
Manitoba Public Insurance February 2006 - September 2006
AAA Alarm Systems June 2004 - February 2006
Gislason Targownik Peters C.G.A. & Mel L. Verin FCA August 2001 - June 2004
Skills
Accounting, Budgets, Internal Controls, Financial Reporting, Financial Analysis, Variance Analysis, Process Improvement, General Ledger, Great Plains Software, Account Reconciliation, Accounts Payable, Strategic Planning, Financial Statements, Auditing, Managerial Finance, Payroll, Analysis, Finance, Journal Entries, Accounts Receivable, Leadership, Management
Education
Certified General Accountants of Manitoba 2001 — 2007
C.G.A. Designation, Accounting & Finance
Red River College 1999 — 2001
Business Administration Diploma (Honours), Accounting
University of Manitoba 1994 — 1999
Bachelor of Arts, Economics & Commerce
Richardson GMP Limited February 2002 - Present
Education
Ivey Business School at Western University 1974 — 1976
MBA, Business
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
Richardson GMP Limited July 2007 - Present
RichardsonGMP July 2007 - Present
RichardsonGMP July 2007 - Present
Education
Huron University College 1981 — 1984
Bachelor's Degree, English Language and Literature, General
Minogue Medical Inc. September 2015 - Present
General Electric June 2013 - August 2015
Goldman Sachs June 2012 - August 2012
Permal Asset Management December 2011 - December 2011
Oppenheimer & Co. June 2011 - August 2011
Minogue FitTime Nutrition January 2010 - May 2011
Richardson GMP Limited May 2010 - July 2010
Skills
Economics, Investments, PowerPoint, Equities, Capital Markets, Microsoft Excel, Alternative Investments, Teamwork, Microsoft Office, Financial Analysis, Portfolio Management, Public Speaking, Social Media, Team Leadership, Event Planning, Investment Management, Resourceful..., Hedge Funds, Asset Management, Asset Managment, Sales Logix, ThomsonOne, Deal logic, Access, Self-starter, Lifelong Learning, Business Acumen, Social Skills, Adaptation, Building Relationships, Analysis, Leadership, Financial Modeling, Strategic Planning, Strategy, Business Strategy
Education
Saint Lawrence University 2009 — 2013
BA, Economics
Choate Rosemary Hall 2007 — 2009
High School Diploma
Selwyn House School 1996 — 2007
High School Diploma
Richardson GMP Limited 2005 - January 2015
RBC Dominion Securities 1999 - 2004
Education
Brock University
HollisWealth, Global Wealth Management, Scotiabank July 2015 - Present
HollisWealth, Scotiabank Global Wealth & Insurance March 2014 - Present
Richardson GMP Limited April 2011 - January 2014
CIBC Wood Gundy November 2004 - April 2011
CIBC Wealth Management November 2004 - November 2006
CIBC Wealth Management March 1999 - November 2004
CIBC Wealth Management September 1998 - March 2000
Skills
Securities, Investments, Mutual Funds, Wealth Management, Asset Management, Financial Planning, Equities, Compliance, Options, Broker-Dealer Compliance, KYC, Investment Advisor..., Financial Services, AML, Investment Advisory, Trading
Education
Canadian Securities Institute 1998 — 2013
Certificate
Trent University 1994 — 1997
B.A., Anthropology
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
Richardson GMP Limited 2005 - Present
CIBC 1994 - 2006
BMO Nesbitt Burns May 1983 - 1994
CIBC Wood Gundy May 1979 - May 1983
Skills
Investments, Equities, Wealth Management, Investment Strategies, Mutual Funds, Investment Advisory, Portfolio Management, Asset Allocation, Asset Management, Fixed Income
Education
Queen's University 1975 — 1979
BA Honours, Economics
Trinity College School 1973 — 1975
High School, 13
Upper Canada College 1962 — 1973
Wagonmaster Ontario September 2013 - Present
Richardson GMP Limited May 2011 - September 2011
MPAC 2008 - 2010
Skills
Time Management, Microsoft Word, Customer Service, Teamwork, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Team Leadership, Research, Analysis, Data Analysis, Social Media, Leadership, Finance, Event Planning, Accounting, Public Speaking, Market Research, Social Media Marketing, Social Networking, Project Management, Management, Event Management, Sales, Strategic Planning, Management Accounting
Education
Ryerson University
Bachelor of Commerce (BCom), Finance, General
Seneca College of Applied Arts and Technology 2010 — 2013
Ontario Advanced College Diploma, Business Administration: Acc and Finance, 3.4 GPA overall
Canaccord Financial March 2011 - Present
Richardson GMP Limited July 2007 - July 2010
Hampton Securities January 2000 - July 2007
ScotiaMcLeod August 1983 - November 1999
Education
Concordia University 1984 — 1987
BA, Finance
College Lasalle 1982 — 1984
DEC, Tourism
Roussin Academy 1976 — 1981
High School, General
Richardson GMP Limited February 2004 - Present
Richardson GMP Limited 2004 - Present
BMO Nesbitt Burns February 1993 - February 2004
Skills
Investment Strategies, Investment Advisory, Wealth Management, Portfolio Management, Alternative Investments, Equities, Mutual Funds, Wealth Management..., Asset Allocation, ETFs, Securities, Retirement Planning, Wealth, Investment Management, Investments, Retirement, Estate Planning, Asset Management, Fixed Income, Financial Advisory, Hedge Funds, Strategic Financial..., Options, Financial Services, High Net Worth..., Capital Markets, Investment Banking, Bonds, Valuation, Private Equity, Relationship Management
Education
Carleton University
BA Hons, English Language and Literature/Letters
John Maland High School, Devon AB
Richardson GMP Limited February 2011 - Present
CIBC Wood Gundy February 1996 - February 2011
Skills
Wealth Management
Education
University of Alberta 1984 — 1987
Bachelor of Commerce