Richardson GMP Limited

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Richardson GMP Limited Employees

Employee
Years
Job
Industry
Simon Partington, CFP, CIM Simon Partington, CFP, CIM Toronto, Canada Area Details
Simon Partington, CFP, CIM's Richardson GMP Limited Experience October 2005 - Present
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

Hilliard MacBeth Hilliard MacBeth Edmonton, Canada Area Details
Hilliard MacBeth's Richardson GMP Limited Experience May 2005 - Present
Job Portfolio Manager, author, "When the Bubble Bursts: Surviving the Canadian Real Estate Crash"
Industry Investment Management
Experience
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

Patty Konstantinidis, CPA, CA Patty Konstantinidis, CPA, CA Toronto, Canada Area Details
Patty Konstantinidis, CPA, CA's Richardson GMP Limited Experience October 2011 - August 2013
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

Bennett MacInnis Bennett MacInnis Toronto, Canada Area Details
Bennett MacInnis's Richardson GMP Limited Experience May 2010 - January 2013
Job Managing Partner at Aon Gusa Business Solutions Limited
Industry Financial Services
Experience
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

René Gendreau René Gendreau Montreal, Canada Area Details
René Gendreau's Richardson GMP Limited Experience August 2005 - Present
Job Vice President, Portfolio Manager │ Richardson GMP
Industry Financial Services
Experience
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

Kara Hawley Kara Hawley Vancouver, Canada Area Details
Kara Hawley's Richardson GMP Limited Experience June 2011 - August 2011
Job Full Time Studies Psychology at UBC
Industry Investment Management
Experience
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

Nicholas Constas Nicholas Constas Montreal, Canada Area Details
Nicholas Constas's Richardson GMP Limited Experience June 2012 - September 2012
Job Investment Service Representative at RBC
Industry Banking
Experience
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

Jennifer Spallin CIM CFP Jennifer Spallin CIM CFP Ottawa, Canada Area Details
Jennifer Spallin CIM CFP's Richardson GMP Limited Experience January 2009 - May 2011
Job Senior Wealth Manager for Physicians and their families, MD Financial Management
Industry Investment Management
Experience
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

Olivier Roy Durocher Olivier Roy Durocher Montreal, Canada Area Details
Olivier Roy Durocher's Richardson GMP Limited Experience September 2010 - May 2011
Job Analyst, Private Equity Infrastructure at CDPQ
Industry Capital Markets
Experience
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

Sarah Benzinger Sarah Benzinger Toronto, Canada Area Details
Sarah Benzinger's Richardson GMP Limited Experience May 2011 - August 2011
Job Strategist at OMD Canada
Industry Marketing and Advertising
Experience
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

Lori Vooys Lori Vooys Calgary, Canada Area Details
Lori Vooys's Richardson GMP Limited Experience April 2007 - Present
Job Director and Wealth Advisor at Richardson GMP Limited
Industry Investment Management
Experience
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

Alexandra Horwood Alexandra Horwood Toronto, Canada Area Details
Alexandra Horwood's Richardson GMP Limited Experience October 2010 - Present
Job VP, Investment Advisor at Richardson GMP specializing in strategies for mining executives & business owners
Industry Investment Management
Experience
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

Rebecca Horwood Rebecca Horwood Toronto, Canada Area Details
Rebecca Horwood's Richardson GMP Limited Experience November 2009 - Present
Job Director, Wealth Management & Portfolio Manager at Richardson GMP Limited
Industry Investment Management
Experience
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

Paula O'Brien, CPA, CA, FCSI®, CIM®, EPC Paula O'Brien, CPA, CA, FCSI®, CIM®, EPC Ottawa, Canada Area Details
Paula O'Brien, CPA, CA, FCSI®, CIM®, EPC's Richardson GMP Limited Experience December 2006 - Present
Job Director, Wealth Management, Richardson GMP Limited, Focused on Tax Efficient Retirement Income & Wealth Transfer
Industry Financial Services
Experience
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

Conor Clarke Conor Clarke Edmonton, Canada Area Details
Conor Clarke's Richardson GMP Limited Experience September 2010 - Present
Job Associate Investment Advisor at Richardson GMP Limited
Industry Investment Management
Experience
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

Kathleen Wronski Kathleen Wronski Toronto, Canada Area Details
Kathleen Wronski's Richardson GMP Limited Experience November 2009 - Present
Job Retirement Specialist at Richardson GMP
Industry Investment Management
Experience
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

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 Limited Experience January 2010 - September 2014
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

Alan MacDonald Alan MacDonald Ottawa, Canada Area Details
Alan MacDonald's Richardson GMP Limited Experience March 2007 - Present
Job I help entrepreneurs and executives make smart decisions about money.
Industry Financial Services
Experience
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

Tim Pinkoski Tim Pinkoski Edmonton, Canada Area Details
Tim Pinkoski's Richardson GMP Limited Experience DirectorWealth ManagementRichardson GMP Limited2004 - Present
Job Director Wealth Management at Richardson GMP Limited
Industry Investment Management
Experience
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

Jean-Philippe Belanger Jean-Philippe Belanger Chicago, Illinois Details
Jean-Philippe Belanger's Richardson GMP Limited Experience November 2010 - June 2011
Job Quantitative Trader at Cheiron Trading
Industry Capital Markets
Experience
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

Shawna O'Brien Shawna O'Brien Ottawa, Canada Area Details
Shawna O'Brien's Richardson GMP Limited Experience August 2012 - October 2012
Job Business Development Officer at Universities Canada
Industry Higher Education
Experience
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

Francis Sabourin, BA, Pl. Fin. Francis Sabourin, BA, Pl. Fin. Montreal, Canada Area Details
Francis Sabourin, BA, Pl. Fin.'s Richardson GMP Limited Experience October 2006 - Present
Job Directeur, gestion de patrimoine et Gestionnaire de portefeuille | Sabourin Deraspe Gestion de patrimoine
Industry Investment Management
Experience
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

Neil Gregory, CFA Neil Gregory, CFA Calgary, Canada Area Details
Neil Gregory, CFA's Richardson GMP Limited Experience November 2009 - Present
Job Director, Wealth Management, Portfolio Manager, Richardson GMP Limited
Industry Investment Management
Experience
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

Stanley Wei, CIM®, CFP® Stanley Wei, CIM®, CFP® Calgary, Canada Area Details
Stanley Wei, CIM®, CFP®'s Richardson GMP Limited Experience November 2009 - Present
Job Director, Wealth Management & Portfolio Manager, Richardson GMP Limited
Industry Investment Management
Experience
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

Christian Noël Christian Noël Montreal, Canada Area Details
Christian Noël's Richardson GMP Limited Experience August 2005 - July 2014
Job Head of National Sales at Globevest Capital
Industry Financial Services
Experience
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

Jesse Chambers, CFA Jesse Chambers, CFA Vancouver, Canada Area Details
Jesse Chambers, CFA's Richardson GMP Limited Experience May 2010 - December 2012
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

Nickesha McFarlane Nickesha McFarlane Toronto, Canada Area Details
Nickesha McFarlane's Richardson GMP Limited Experience February 2014 - June 2015
Job Professional
Industry Investment Banking
Experience
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

Tim Pritchard Tim Pritchard Toronto, Canada Area Details
Tim Pritchard's Richardson GMP Limited Experience May 2008 - Present
Job Wealth Advisor Fortifying Wealth for Professional Partners and Entrepreneurs
Industry Financial Services
Experience
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

Jorge Pessegueiro, CFA Jorge Pessegueiro, CFA Vancouver, Canada Area Details
Jorge Pessegueiro, CFA's Richardson GMP Limited Experience September 2006 - November 2012
Job Investment Associate at ScotiaMcLeod
Industry Investment Management
Experience
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

Alain Daaboul Alain Daaboul Montreal, Canada Area Details
Alain Daaboul's Richardson GMP Limited Experience December 2004 - April 2012
Job Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
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

Nancy Bounadere Nancy Bounadere Montreal, Canada Area Details
Nancy Bounadere's Richardson GMP Limited Experience January 2006 - Present
Job Associate Investment Advisor at Richardson GMP
Industry Financial Services
Experience
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

Yaron Orgil Yaron Orgil Toronto, Canada Area Details
Yaron Orgil's Richardson GMP Limited Experience November 2009 - Present
Job Director, Wealth Manager & Wealth Advisor @ Richardson GMP Limited
Industry Financial Services
Experience
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

Stephane Ruah Stephane Ruah Montreal, Canada Area Details
Stephane Ruah's Richardson GMP Limited Experience December 2008 - Present
Job Director, Wealth Management │Investment Advisor at Richardson GMP
Industry Financial Services
Experience
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

Brian Worth Brian Worth Vancouver, Canada Area Details
Brian Worth's Richardson GMP Limited Experience January 2014 - May 2015
Job SVP & Portfolio Manager at Raymond James Ltd.
Industry Financial Services
Experience
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

Lorna McKay Lorna McKay Toronto, Canada Area Details
Lorna McKay's Richardson GMP Limited Experience June 2006 - Present
Job Investment Advisor and Financial Planner helping clients manage their finances through life"s transitions
Industry Investment Management
Experience
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

John Sanchez John Sanchez Toronto, Canada Area Details
John Sanchez's Richardson GMP Limited Experience November 2009 - Present
Job Investment Advisor at Richardson GMP
Industry Financial Services
Experience
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

Rory O'Connor Rory O'Connor Vancouver, Canada Area Details
Rory O'Connor's Richardson GMP Limited Experience April 2007 - June 2012
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

Rob Campbell, CA, CIM Rob Campbell, CA, CIM Edmonton, Canada Area Details
Rob Campbell, CA, CIM's Richardson GMP Limited Experience November 2005 - Present
Job Director, Wealth Management, Portfolio Manager at Richardson GMP Limited
Industry Investment Management
Experience
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

Seth Rosenberg Seth Rosenberg San Francisco Bay Area Details
Seth Rosenberg's Richardson GMP Limited Experience June 2009 - August 2009
Job Product Manager at Facebook, Messenger
Industry Internet
Experience
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

Brian McKenzie Brian McKenzie Calgary, Canada Area Details
Brian McKenzie's Richardson GMP Limited Experience May 2005 - Present
Job Director, Wealth Management at Richardson GMP Limited
Industry Investment Management
Experience
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

Scott Starratt Scott Starratt Calgary, Canada Area Details
Scott Starratt's Richardson GMP Limited Experience October 2006 - Present
Job Director, Wealth Management at Richardson GMP Limited
Industry Investment Management
Experience
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

Shannon Pyper Shannon Pyper Edmonton, Canada Area Details
Shannon Pyper's Richardson GMP Limited Experience March 2005 - Present
Job Associate at Richardson GMP Limited
Industry Investment Management
Experience
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

Susan Fry Susan Fry Toronto, Canada Area Details
Susan Fry's Richardson GMP Limited Experience August 2010 - February 2015
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

Tom Stachiw, CIM Tom Stachiw, CIM Calgary, Canada Area Details
Tom Stachiw, CIM's Richardson GMP Limited Experience May 2011 - September 2011
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

Sean Seidman, CIM® Sean Seidman, CIM® Toronto, Canada Area Details
Sean Seidman, CIM®'s Richardson GMP Limited Experience April 2006 - Present
Job Director, Wealth Management, Portfolio Manager at Richardson GMP Limited
Industry Investment Management
Experience
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

Bruce Moffatt Bruce Moffatt Toronto, Canada Area Details
Bruce Moffatt's Richardson GMP Limited Experience November 2010 - July 2012
Job Managing Director at Terra Cotta Private Wealth Inc.
Industry Investment Management
Experience
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

Tommaso De Marco Tommaso De Marco Edmonton, Canada Area Details
Tommaso De Marco's Richardson GMP Limited Experience February 2004 - Present
Job Investment Advisor at Richardson GMP Limited
Industry Investment Management
Experience
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

Brad Hunter Brad Hunter Calgary, Canada Area Details
Brad Hunter's Richardson GMP Limited Experience June 2011 - Present
Job Director, Wealth Management│Portfolio Manager│Financial Advisor│Richardson GMP Ltd. Earning Returns for Families √
Industry Financial Services
Experience
Richardson GMP Limited   June 2011 - Present
RBC Dominion Securities  June 1994 - May 2011
RBC Dominion Securities  June 1994 - May 2011
Mount Royal College  November 1996 - May 1998
QByte   November 1993 - May 1994
Price Waterhouse Coopers  July 1990 - November 1993
Brown Riggs & Donen   June 1989 - August 1989
Dunwoody & Company   June 1988 - August 1988
Eastview Bowl   January 1983 - May 1988

Skills
Investments, Securities, Investment Strategies, Portfolio Management, Personal Financial..., Wealth Management, Retirement Planning, Life Insurance, Financial Reporting, Tax, Investment Advisory, Due Diligence, Financial Analysis, Financial Modeling, Finance, Wealth, Retirement, Risk Management, Mutual Funds, Strategic Financial..., Asset Allocation, Asset Management, Estate Planning, Financial Advisory, Investment Management, ETFs, High Net Worth..., Alternative Investments, Financial Planners

Education
Institute of Chartered Accountants of Alberta   1989 — 2015
Chartered Accountant, Accounting

Financial Planning Standards Council   2007 — 2014
Certified Financial Planner, Financial Planning

Alberta Insurance Council   1994 — 2014
Level II Insurance Agent, Insurance

Canadian Securities Institute   1994 — 2014
Canadian Investment Manager, Portfolio Management

University of Saskatchewan   1988 — 1991
BComm, Accounting Honours

Lisa Sansone Lisa Sansone Toronto, Canada Area Details
Lisa Sansone's Richardson GMP Limited Experience November 2013 - Present
Job Investment Services Assistant at Richardson GMP Limited
Industry Financial Services
Experience
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

Philippe Ducreux, CFA Philippe Ducreux, CFA Montreal, Canada Area Details
Philippe Ducreux, CFA's Richardson GMP Limited Experience June 2005 - Present
Job Portfolio Manager │ Richardson GMP
Industry Financial Services
Experience
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

Annie Deveault Annie Deveault Montreal, Canada Area Details
Annie Deveault's Richardson GMP Limited Experience November 2007 - Present
Job Portfolio Manager at Richardson GMP
Industry Financial Services
Experience
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

Robert Mendenhall Robert Mendenhall Edmonton, Canada Area Details
Robert Mendenhall's Richardson GMP Limited Experience September 2010 - Present
Job Vice President, Tax & Estate Planning at Richardson GMP Limited
Industry Investment Management
Experience
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

Kent Coulter Kent Coulter Edmonton, Canada Area Details
Kent Coulter's Richardson GMP Limited Experience September 2010 - Present
Job Director, Wealth Management, Portfolio Manager at Richardson GMP Limited
Industry Financial Services
Experience
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

Paula Gascoigne Paula Gascoigne Montreal, Canada Area Details
Paula Gascoigne's Richardson GMP Limited Experience November 2009 - Present
Job Associate at Richardson GMP Limited
Industry Investment Management
Experience
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

Jocelyne Kim Jocelyne Kim Montreal, Canada Area Details
Jocelyne Kim's Richardson GMP Limited Experience August 2010 - Present
Job Associate at Richardson GMP Limited
Industry Financial Services
Experience
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

Jean-Marc Milette Jean-Marc Milette Montreal, Canada Area Details
Jean-Marc Milette's Richardson GMP Limited Experience November 2011 - Present
Job Richardson GMP Limitée
Industry Financial Services
Experience
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

Sarah Fleming Sarah Fleming Toronto, Canada Area Details
Sarah Fleming's Richardson GMP Limited Experience March 2008 - July 2010
Job Sales and Marketing Associate at Picton Mahoney Asset Management
Industry Financial Services
Experience
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

Isabelle Hervet Isabelle Hervet Montreal, Canada Area Details
Isabelle Hervet's Richardson GMP Limited Experience June 2015 - Present
Job Associate Wealth Planning
Industry Financial Services
Experience
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

Gagan Bajwa Gagan Bajwa Toronto, Canada Area Details
Gagan Bajwa's Richardson GMP Limited Experience July 2010 - January 2011
Job Result Oriented Individual
Industry Capital Markets
Experience
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

Ashwini Gupte Ashwini Gupte Toronto, Canada Area Details
Ashwini Gupte's Richardson GMP Limited Experience February 2010 - May 2012
Job Consultant Strategic Planning & Project Management
Industry Investment Banking
Experience
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

Christopher Briere Christopher Briere Montreal, Canada Area Details
Christopher Briere's Richardson GMP Limited Experience September 2010 - Present
Job Director, Wealth ManagementInvestment Advisor at Richardson GMP Ltd
Industry Financial Services
Experience
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

Scott Carscadden Scott Carscadden Toronto, Canada Area Details
Scott Carscadden's Richardson GMP Limited Experience May 2006 - Present
Job PVC
Industry Financial Services
Experience
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

Jim Dennis, MAcc, CPA, CA, CFP®, CIM® Jim Dennis, MAcc, CPA, CA, CFP®, CIM® Toronto, Canada Area Details
Jim Dennis, MAcc, CPA, CA, CFP®, CIM®'s Richardson GMP Limited Experience April 2007 - Present
Job Vice President, Portfolio Manager, Richardson GMP Limited
Industry Financial Services
Experience
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

Christopher LaForte, CGA Christopher LaForte, CGA Winnipeg, Canada Area Details
Christopher LaForte, CGA's Richardson GMP Limited Experience April 2008 - December 2009
Job Director of Finance at IC Group
Industry Information Technology and Services
Experience
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

James Gellman James Gellman Toronto, Canada Area Details
James Gellman's Richardson GMP Limited Experience February 2002 - Present
Job Director, Private Client at Richardson GMP Limited
Industry Investment Management
Experience
Richardson GMP Limited   February 2002 - Present

Education
Ivey Business School at Western University   1974 — 1976
MBA, Business

Jason W. Darling, MBA Jason W. Darling, MBA Toronto, Canada Area Details
Jason W. Darling, MBA's Richardson GMP Limited Experience May 2010 - April 2014
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

Bart Sambrook Bart Sambrook Montreal, Canada Area Details
Bart Sambrook's Richardson GMP Limited Experience July 2007 - Present
Job Investment Advisor at RichardsonGMP
Industry Investment Management
Experience
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

Marc Minogue Marc Minogue Montreal, Canada Area Details
Marc Minogue's Richardson GMP Limited Experience May 2010 - July 2010
Job Sales Specialist Robotic Surgery at Minogue Medical Inc.
Industry Medical Devices
Experience
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

Francis Ligon Francis Ligon Toronto, Canada Area Details
Francis Ligon's Richardson GMP Limited Experience 2005 - January 2015
Job Investment Advisor at Richardson GMP Limited
Industry Investment Management
Experience
Richardson GMP Limited   2005 - January 2015
RBC Dominion Securities  1999 - 2004

Education
Brock University

Jason MacNevin Jason MacNevin Toronto, Canada Area Details
Jason MacNevin's Richardson GMP Limited Experience April 2011 - January 2014
Job Corporate Branch Manager at HollisWealth, Global Wealth Management, Scotiabank
Industry Financial Services
Experience
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

Vivien Mumba Vivien Mumba Winnipeg, Canada Area Details
Vivien Mumba's Richardson GMP Limited Experience February 2011 - November 2012
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

William Wilder William Wilder Toronto, Canada Area Details
William Wilder's Richardson GMP Limited Experience 2005 - Present
Job Investment Advisor at Richardson GMP Limited
Industry Investment Management
Experience
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

Alicia Iacono Alicia Iacono Toronto, Canada Area Details
Alicia Iacono's Richardson GMP Limited Experience May 2011 - September 2011
Job Administrative Assistant at Wagonmaster Ontario
Industry Automotive
Experience
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

Caroline Vadboncoeur Caroline Vadboncoeur Montreal, Canada Area Details
Caroline Vadboncoeur's Richardson GMP Limited Experience July 2007 - July 2010
Job Branch Administrator & Investment Representative at Canaccord Financial
Industry Financial Services
Experience
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

Cheri Blain Cheri Blain Edmonton, Canada Area Details
Cheri Blain's Richardson GMP Limited Experience February 2004 - Present
Job Investment Advisor Associate, The Huk Team at Richardson GMP Limited
Industry Investment Management
Experience
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

Eric Falkenberg-Poetz Eric Falkenberg-Poetz Edmonton, Canada Area Details
Eric Falkenberg-Poetz's Richardson GMP Limited Experience February 2011 - Present
Job Director, Wealth Management at Richardson GMP Limited
Industry Investment Management
Experience
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