Richardson Greenshields
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Richardson Greenshields Employees
Employee
Years
Job
Industry
Hilliard MacBeth Hilliard MacBeth's Richardson Greenshields Experience October 1988 - October 1990
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
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
Maria Spanakis, CIM® Maria Spanakis, CIM®'s Richardson Greenshields Experience 1994 - 1996
Job Investment Advisor | Portfolio Manager @ 3Macs
Industry Investment Management
Experience
3Macs 2005 - Present
3Macs 1999 - 2005
RBC Dominion Securities 1996 - 1999
Richardson Greenshields 1994 - 1996
Skills
Do Women Get a Raw Deal..., Portfolio Management, Fixed Income, Finance, Investments, women & money, fee-based investing, investment advice, Wealth Management, investing, mutual funds, securities, stocks, bonds, ETFs, dividend investment, discretionary portfolio..., Asset Management, Investment Strategies, Tax-advantaged..., Investment Advisory, Risk Management, Wealth, Wealth Accumulation, Wealth Preservation..., Wealth Accumulation..., Financial Advisory, Asset Allocation, Equities, Wealth Management..., demystifying investing, Mutual Funds
Education
Concordia University 1990 — 1993
Bachelor of Commerce (B.Com.), Finance, General
McGill University
Certificate, International Business
3Macs 2005 - Present
3Macs 1999 - 2005
RBC Dominion Securities 1996 - 1999
Richardson Greenshields 1994 - 1996
Skills
Do Women Get a Raw Deal..., Portfolio Management, Fixed Income, Finance, Investments, women & money, fee-based investing, investment advice, Wealth Management, investing, mutual funds, securities, stocks, bonds, ETFs, dividend investment, discretionary portfolio..., Asset Management, Investment Strategies, Tax-advantaged..., Investment Advisory, Risk Management, Wealth, Wealth Accumulation, Wealth Preservation..., Wealth Accumulation..., Financial Advisory, Asset Allocation, Equities, Wealth Management..., demystifying investing, Mutual Funds
Education
Concordia University 1990 — 1993
Bachelor of Commerce (B.Com.), Finance, General
McGill University
Certificate, International Business
Trevor Shanski Trevor Shanski's Richardson Greenshields Experience June 1986 - May 1992
Job President, eWORDofMOUTH
Industry Internet
Experience
eWORDofMOUTH August 2008 - Present
Anton Properties December 2003 - July 2008
Warehouse One June 1997 - August 2002
Warehouse One April 1994 - May 1997
Warehouse One June 1992 - March 1994
Richardson Greenshields June 1986 - May 1992
Skills
Leadership, Strategic Planning, E-commerce, SaaS, Social Media Marketing, Mobile Technology, Information Technology, Supply Chain Management, Digital Marketing, Statistical Data..., Finance, Organizational Design, Process Improvement, Marketing, Social Media, Operations Management, Start-ups, Marketing Strategy, Entrepreneurship, Sales, Account Management, Strategy, Business Development, Lead Generation, Mobile Devices, Product Development, Integrated Marketing, Email Marketing, Retail, CRM, Enterprise Software, Advertising, P&L Management, Executive Management, New Business Development, Mobile Marketing, Business Strategy, Strategic Partnerships, Customer Acquisition, Multi-channel Marketing, SEM, Competitive Analysis, PPC, Management, Online Advertising, Web Marketing, Analytics, Web Analytics, Digital Strategy, Online Marketing
Education
University of Pennsylvania - The Wharton School 1988 — 1992
Bachelor of Science in Economics - Summa Cum Laude, Strategic Management, Information Systems, Operations Research, Finance
St. John's Ravenscourt 1970 — 1988
eWORDofMOUTH August 2008 - Present
Anton Properties December 2003 - July 2008
Warehouse One June 1997 - August 2002
Warehouse One April 1994 - May 1997
Warehouse One June 1992 - March 1994
Richardson Greenshields June 1986 - May 1992
Skills
Leadership, Strategic Planning, E-commerce, SaaS, Social Media Marketing, Mobile Technology, Information Technology, Supply Chain Management, Digital Marketing, Statistical Data..., Finance, Organizational Design, Process Improvement, Marketing, Social Media, Operations Management, Start-ups, Marketing Strategy, Entrepreneurship, Sales, Account Management, Strategy, Business Development, Lead Generation, Mobile Devices, Product Development, Integrated Marketing, Email Marketing, Retail, CRM, Enterprise Software, Advertising, P&L Management, Executive Management, New Business Development, Mobile Marketing, Business Strategy, Strategic Partnerships, Customer Acquisition, Multi-channel Marketing, SEM, Competitive Analysis, PPC, Management, Online Advertising, Web Marketing, Analytics, Web Analytics, Digital Strategy, Online Marketing
Education
University of Pennsylvania - The Wharton School 1988 — 1992
Bachelor of Science in Economics - Summa Cum Laude, Strategic Management, Information Systems, Operations Research, Finance
St. John's Ravenscourt 1970 — 1988
Rebecca Horwood's Richardson Greenshields Experience September 1980 - September 1996
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
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
Steven Mantle Steven Mantle's Richardson Greenshields Experience April 1992 - November 1998
Job President and COO at Integra Capital Management Corporation
Industry Investment Management
Experience
Integra Capital Management Corporation October 2009 - Present
First Trust Portfolios Canada November 2005 - June 2008
TD Waterhouse June 2002 - October 2005
RBC DS 1992 - 2002
Richardson Greenshields April 1992 - November 1998
Bank Of Montreal Investment Management Company 1994 - 1997
Skills
Strategic Planning, Investments, Mutual Funds, Asset Management, Wealth Management, Business Strategy, Equities, Investment Strategies, Investment Advisory, Fixed Income, Investment Management, Alternative Investments, Retirement Planning, Portfolio Management, Asset Allocation, Risk Management, Hedge Funds
Education
Dalhousie University 1978 — 1980
MBA
The University of Western Ontario 1974 — 1978
HBA
Integra Capital Management Corporation October 2009 - Present
First Trust Portfolios Canada November 2005 - June 2008
TD Waterhouse June 2002 - October 2005
RBC DS 1992 - 2002
Richardson Greenshields April 1992 - November 1998
Bank Of Montreal Investment Management Company 1994 - 1997
Skills
Strategic Planning, Investments, Mutual Funds, Asset Management, Wealth Management, Business Strategy, Equities, Investment Strategies, Investment Advisory, Fixed Income, Investment Management, Alternative Investments, Retirement Planning, Portfolio Management, Asset Allocation, Risk Management, Hedge Funds
Education
Dalhousie University 1978 — 1980
MBA
The University of Western Ontario 1974 — 1978
HBA
Paul Dontigny Paul Dontigny's Richardson Greenshields Experience November 1991 - September 1995
Job Consultant, conférencier et prof privé en investissement et finance 30 ans d'expérience professionnelle
Industry Investment Management
Experience
Investissements PDJ 1999 - Present
Investissements PDJ October 1998 - 2015
Sipar 1996 - 1998
Trust CIBC 1996 - 1998
Richardson Greenshields November 1991 - September 1995
CFA Montreal 1991 - 1993
Corporation financière du St-Laurent 1989 - 1990
McLeod Young Weir 1986 - 1988
Skills
Investments, Portfolio Management, Investment Strategies, Asset Management, Financial Markets, Equities, Mutual Funds, Finance, Trading, Fixed Income, Public Speaking, Financial Analysis, Derivatives, Analyse financière, Investissements, Hedge Funds
Education
HEC Montréal 1990 — 1994
M.Sc, Finance
McGill University 1983 — 1986
B.Com., Finance - Accounting
Investissements PDJ 1999 - Present
Investissements PDJ October 1998 - 2015
Sipar 1996 - 1998
Trust CIBC 1996 - 1998
Richardson Greenshields November 1991 - September 1995
CFA Montreal 1991 - 1993
Corporation financière du St-Laurent 1989 - 1990
McLeod Young Weir 1986 - 1988
Skills
Investments, Portfolio Management, Investment Strategies, Asset Management, Financial Markets, Equities, Mutual Funds, Finance, Trading, Fixed Income, Public Speaking, Financial Analysis, Derivatives, Analyse financière, Investissements, Hedge Funds
Education
HEC Montréal 1990 — 1994
M.Sc, Finance
McGill University 1983 — 1986
B.Com., Finance - Accounting
Linda Holmes Linda Holmes's Richardson Greenshields Experience June 1979 - August 1988
Job Director Retail Compliance at ScotiaMcLeod
Industry Financial Services
Experience
Scotia Capital January 2009 - Present
Investment Industry March 2007 - Present
ScotiaMcLeod August 2013 - August 2014
Scotia Securities Inc. (Scotiabank) September 2012 - August 2013
Dundee Securities August 1997 - August 2006
The Financial Planning Group April 1997 - August 1997
Money Concepts January 1989 - April 1997
Richardson Greenshields June 1979 - August 1988
Skills
Securities, Mutual Funds, Wealth Management, Corporate Governance, Risk Management, Capital Markets, Investments, Asset Managment, Investment Advisory, Insurance, Due Diligence, Equities, Governance, Estate Planning, Privacy Law
Education
Ontario Police College 1976 — 1976
Seneca College of Applied Arts and Technology
Scotia Capital January 2009 - Present
Investment Industry March 2007 - Present
ScotiaMcLeod August 2013 - August 2014
Scotia Securities Inc. (Scotiabank) September 2012 - August 2013
Dundee Securities August 1997 - August 2006
The Financial Planning Group April 1997 - August 1997
Money Concepts January 1989 - April 1997
Richardson Greenshields June 1979 - August 1988
Skills
Securities, Mutual Funds, Wealth Management, Corporate Governance, Risk Management, Capital Markets, Investments, Asset Managment, Investment Advisory, Insurance, Due Diligence, Equities, Governance, Estate Planning, Privacy Law
Education
Ontario Police College 1976 — 1976
Seneca College of Applied Arts and Technology
Katy Paul-Chowdhury's Richardson Greenshields Experience 1989 - 1991
Job Founder & President at The Change Agency, Toronto Canada
Industry Professional Training & Coaching
Experience
The Change Agency, Toronto Canada 2014 - Present
Acquisition Solutions 2014 - Present
The Richard Ivey School of Business 2010 - Present
Robert H. Schaffer & Associates 2008 - Present
Katy on Wellbeing 2009 - 2011
Carbon Foresight 2009 - 2010
Richard Ivey School of Business 2009 - 2010
Robert H. Schaffer & Associates 1998 - 2008
Richardson Greenshields 1989 - 1991
Skills
Executive Development, Management Consulting, Leadership Development, Business Strategy, Change Management, Executive Coaching, Performance Management, Strategic Planning, Organizational..., Performance Improvement, Personal Development, Coaching, Organizational..., Strategy, Organizational Design, Consulting, Management, Workshop Facilitation, Business Process..., Culture Change, Leadership, Employee Engagement, 360 Feedback
Education
Western University 1992 — 1999
PhD, Business (Strategy)
Queen's University 1984 — 1988
BComm, Business
Ancaster High School 1979 — 1984
The Change Agency, Toronto Canada 2014 - Present
Acquisition Solutions 2014 - Present
The Richard Ivey School of Business 2010 - Present
Robert H. Schaffer & Associates 2008 - Present
Katy on Wellbeing 2009 - 2011
Carbon Foresight 2009 - 2010
Richard Ivey School of Business 2009 - 2010
Robert H. Schaffer & Associates 1998 - 2008
Richardson Greenshields 1989 - 1991
Skills
Executive Development, Management Consulting, Leadership Development, Business Strategy, Change Management, Executive Coaching, Performance Management, Strategic Planning, Organizational..., Performance Improvement, Personal Development, Coaching, Organizational..., Strategy, Organizational Design, Consulting, Management, Workshop Facilitation, Business Process..., Culture Change, Leadership, Employee Engagement, 360 Feedback
Education
Western University 1992 — 1999
PhD, Business (Strategy)
Queen's University 1984 — 1988
BComm, Business
Ancaster High School 1979 — 1984
Bryan Holyk Bryan Holyk's Richardson Greenshields Experience May 1988 - 1996
Job Senior Vice President Portfolio Manager at National Bank Financial
Industry Investment Management
Experience
National Bank Financial 1999 - Present
RBC Dominion Securities 1996 - 1999
Richardson Greenshields May 1988 - 1996
Tax Advantages Inc September 1987 - May 1988
Skills
Portfolio Management, Asset Management, Investments, Equities, Fixed Income, Alternative Investments, Asset Allocation, Wealth Management, Hedge Funds, Investment Strategies, Mutual Funds, Investment Advisory, Financial Modeling, Investment Management, Financial Analysis, Equity Research
Education
City University of Bellevue WA 1985 — 1987
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Capilano College 1985 — 1986
Commercial Music Program
VCC Langara 1982 — 1984
Philosophy and Business
University of Alberta 1979 — 1981
Biology, Invertebrate Zoology and Entomology
National Bank Financial 1999 - Present
RBC Dominion Securities 1996 - 1999
Richardson Greenshields May 1988 - 1996
Tax Advantages Inc September 1987 - May 1988
Skills
Portfolio Management, Asset Management, Investments, Equities, Fixed Income, Alternative Investments, Asset Allocation, Wealth Management, Hedge Funds, Investment Strategies, Mutual Funds, Investment Advisory, Financial Modeling, Investment Management, Financial Analysis, Equity Research
Education
City University of Bellevue WA 1985 — 1987
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Capilano College 1985 — 1986
Commercial Music Program
VCC Langara 1982 — 1984
Philosophy and Business
University of Alberta 1979 — 1981
Biology, Invertebrate Zoology and Entomology
Chris Knupp Chris Knupp's Richardson Greenshields Experience October 1982 - October 1992
Job Office Manager
Industry Investment Management
Experience
Bellwether Investment Management Inc. January 2007 - Present
Dundee Securities Corporation 2004 - 2006
C.A. Delaney Capital Management Ltd. October 1992 - October 1997
Richardson Greenshields October 1982 - October 1992
Education
Ryerson University 1979 — 1982
Business Administration
Bellwether Investment Management Inc. January 2007 - Present
Dundee Securities Corporation 2004 - 2006
C.A. Delaney Capital Management Ltd. October 1992 - October 1997
Richardson Greenshields October 1982 - October 1992
Education
Ryerson University 1979 — 1982
Business Administration
Marla Millman Marla Millman's Richardson Greenshields Experience May 1993 - December 1996
Job District Sales Representative at Mackenzie Investments
Industry Financial Services
Experience
Mackenzie Investments March 2003 - Present
RBC Dominion Securities December 1996 - March 2003
Richardson Greenshields May 1993 - December 1996
Skills
Investments,..., Investments, Mutual Funds, Trading, Investment Strategies, Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning, Asset Management, Portfolio Management, Equities, Strategic Financial..., Investment Management
Education
Canadian Securities Institute 1998 — 1998
Honors, Investments and Securities
Douglas College 1993 — 1995
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Langara College 1990 — 1992
Computer Information Systems , Analyst, Information Technology, Certificate
Burnaby South 1985 — 1989
Diploma
Mackenzie Investments March 2003 - Present
RBC Dominion Securities December 1996 - March 2003
Richardson Greenshields May 1993 - December 1996
Skills
Investments,..., Investments, Mutual Funds, Trading, Investment Strategies, Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning, Asset Management, Portfolio Management, Equities, Strategic Financial..., Investment Management
Education
Canadian Securities Institute 1998 — 1998
Honors, Investments and Securities
Douglas College 1993 — 1995
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Langara College 1990 — 1992
Computer Information Systems , Analyst, Information Technology, Certificate
Burnaby South 1985 — 1989
Diploma
Brian Budzan's Richardson Greenshields Experience March 1996 - December 1996
Job Project Manager/Business Systems Consultant at Manitoba Liquor & Lotteries
Industry Information Technology and Services
Experience
Manitoba Liquor & Lotteries Corporation August 2011 - Present
Varian Medical Systems November 1997 - August 2011
IBM Global Business Services January 1997 - November 1997
Richardson Greenshields March 1996 - December 1996
Skills
Systems Analysis, Project Management, Software Project..., SDLC, Business Analysis, Program Management, Databases, Requirements Analysis, Software Development, Project Planning, Agile Methodologies, Software Documentation, Management, Team Leadership, Process Improvement
Education
The University of Winnipeg 2010 — 2011
Masters Certificate in Project Management, Project Management
Red River College 1994 — 1996
Computer Analyst/Programmer (honors), Computer Software Engineering
Red River College 1991 — 1993
Business Administration, Accounting
University of Manitoba 1989 — 1991
Faculty of Arts
Manitoba Liquor & Lotteries Corporation August 2011 - Present
Varian Medical Systems November 1997 - August 2011
IBM Global Business Services January 1997 - November 1997
Richardson Greenshields March 1996 - December 1996
Skills
Systems Analysis, Project Management, Software Project..., SDLC, Business Analysis, Program Management, Databases, Requirements Analysis, Software Development, Project Planning, Agile Methodologies, Software Documentation, Management, Team Leadership, Process Improvement
Education
The University of Winnipeg 2010 — 2011
Masters Certificate in Project Management, Project Management
Red River College 1994 — 1996
Computer Analyst/Programmer (honors), Computer Software Engineering
Red River College 1991 — 1993
Business Administration, Accounting
University of Manitoba 1989 — 1991
Faculty of Arts
Gerry Bainbridge Gerry Bainbridge's Richardson Greenshields Experience June 1985 - July 1989
Job Sales Representative at Main Street Realty
Industry Real Estate
Experience
Main Street Realty Ltd., Borkerage March 2011 - Present
Re/Max March 2009 - March 2011
International Home Marketing Group May 2005 - March 2009
Aspen Ridge Realty September 1999 - May 2005
Century 21 June 1996 - September 1999
CIBC May 1994 - June 1996
Midand Walwyn July 1989 - May 1994
Richardson Greenshields June 1985 - July 1989
Walwyn Stodgell Cochran Murray September 1978 - June 1985
Skills
Single Family Homes, Townhomes, Investments, New Home Sales, Sellers, Negotiation, Sales, Condos, Relocation, First Time Home Buyers, Buyer Representation
Education
Ryerson University 1974 — 1978
BAA
Main Street Realty Ltd., Borkerage March 2011 - Present
Re/Max March 2009 - March 2011
International Home Marketing Group May 2005 - March 2009
Aspen Ridge Realty September 1999 - May 2005
Century 21 June 1996 - September 1999
CIBC May 1994 - June 1996
Midand Walwyn July 1989 - May 1994
Richardson Greenshields June 1985 - July 1989
Walwyn Stodgell Cochran Murray September 1978 - June 1985
Skills
Single Family Homes, Townhomes, Investments, New Home Sales, Sellers, Negotiation, Sales, Condos, Relocation, First Time Home Buyers, Buyer Representation
Education
Ryerson University 1974 — 1978
BAA
Russ White Russ White's Richardson Greenshields Experience 1989 - 1993
Job Investment Fund Operations Executive
Industry Financial Services
Experience
Citigroup January 2006 - October 2013
Unisen 2003 - 2006
AGF Funds 1996 - 2003
20/20 Group of Funds September 1993 - September 1996
Richardson Greenshields 1989 - 1993
Skills
Financial Services, Securities, Risk Management, Mutual Funds, Asset Managment, Vendor Management, Relationship Management, Banking, Leadership, Business Analysis, Business Process..., Call Centers, Client Services, CRM, Change Management, Equities, Executive Management, Management, Outsourcing, Strategic Planning, Investments, Asset Management
Education
Brock University
Citigroup January 2006 - October 2013
Unisen 2003 - 2006
AGF Funds 1996 - 2003
20/20 Group of Funds September 1993 - September 1996
Richardson Greenshields 1989 - 1993
Skills
Financial Services, Securities, Risk Management, Mutual Funds, Asset Managment, Vendor Management, Relationship Management, Banking, Leadership, Business Analysis, Business Process..., Call Centers, Client Services, CRM, Change Management, Equities, Executive Management, Management, Outsourcing, Strategic Planning, Investments, Asset Management
Education
Brock University
Shaun Peterson Shaun Peterson's Richardson Greenshields Experience May 1991 - January 1997
Job Software Engineering Consultant at LabTech Software
Industry Events Services
Experience
LabTech Software February 2012 - Present
Xylante August 2006 - February 2012
Insight April 2011 - June 2011
Citi Group 1999 - 2003
Progress Energy June 1997 - November 1999
Richardson Greenshields May 1991 - January 1997
Manitoba Telephone System 1989 - 1991
Skills
Network Administration, Operating Systems
Education
University of Manitoba 1987 — 1991
B.Comp.Sci
LabTech Software February 2012 - Present
Xylante August 2006 - February 2012
Insight April 2011 - June 2011
Citi Group 1999 - 2003
Progress Energy June 1997 - November 1999
Richardson Greenshields May 1991 - January 1997
Manitoba Telephone System 1989 - 1991
Skills
Network Administration, Operating Systems
Education
University of Manitoba 1987 — 1991
B.Comp.Sci
Scott Hanslip's Richardson Greenshields Experience July 1996 - December 1996
Job Experienced business analyst and product manager
Industry Computer Software
Experience
Unionware Inc. March 2007 - Present
Flamebrain Technologies Inc. July 2003 - Present
MTS Allstream Inc. August 2005 - March 2007
Boom Software Inc. December 1996 - July 2003
Richardson Greenshields July 1996 - December 1996
Health Sciences Centre May 1995 - July 1996
Skills
Software Engineering, Software Development, Software Design, Custom Software..., Product Management, SQL Server, MySQL, C#, Visual Basic, Java, Software Project..., Business Analysis, Databases, Web Development, Union Environment, Union, Microsoft SQL Server
Education
University of Manitoba 1992 — 1996
BCSc
Unionware Inc. March 2007 - Present
Flamebrain Technologies Inc. July 2003 - Present
MTS Allstream Inc. August 2005 - March 2007
Boom Software Inc. December 1996 - July 2003
Richardson Greenshields July 1996 - December 1996
Health Sciences Centre May 1995 - July 1996
Skills
Software Engineering, Software Development, Software Design, Custom Software..., Product Management, SQL Server, MySQL, C#, Visual Basic, Java, Software Project..., Business Analysis, Databases, Web Development, Union Environment, Union, Microsoft SQL Server
Education
University of Manitoba 1992 — 1996
BCSc
Jim Munro's Richardson Greenshields Experience 1988 - 1993
Job Owner, Munro Capital
Industry Financial Services
Experience
Munro Capital March 1993 - Present
Richardson Greenshields 1988 - 1993
Nesbitt Burns 1981 - 1988
KPMG 1980 - 1981
Bank of Nova Scotia 1973 - 1980
Skills
Strategic Planning
Education
Carleton University 1968 — 1972
BA, Public Administration
Munro Capital March 1993 - Present
Richardson Greenshields 1988 - 1993
Nesbitt Burns 1981 - 1988
KPMG 1980 - 1981
Bank of Nova Scotia 1973 - 1980
Skills
Strategic Planning
Education
Carleton University 1968 — 1972
BA, Public Administration
Randall Gadberry's Richardson Greenshields Experience 1981 - 1982
Job Owner, GLOBAL REALTY NETWORK
Industry Real Estate
Experience
REALTY EXECUTIVES SUMMIT August 2007 - Present
GLOBAL REALTY NETWORK September 1997 - Present
Coldwell Banker - Dan Blough 1992 - 2004
Doane Western 1997 - 1999
Pearson Realty 1995 - 1997
E.F. Hutton January 1982 - November 1988
Richardson Greenshields 1981 - 1982
Education
California State University, Fresno 1969 — 2002
REALTY EXECUTIVES SUMMIT August 2007 - Present
GLOBAL REALTY NETWORK September 1997 - Present
Coldwell Banker - Dan Blough 1992 - 2004
Doane Western 1997 - 1999
Pearson Realty 1995 - 1997
E.F. Hutton January 1982 - November 1988
Richardson Greenshields 1981 - 1982
Education
California State University, Fresno 1969 — 2002
Andy Pauksens's Richardson Greenshields Experience 1979 - 1996
Job Manager, Manulife Securities Operations
Industry Financial Services
Experience
Manulife Securities 2010 - Present
CPP Investment Board January 2008 - January 2010
RBC Dexia 2003 - 2007
CIBC World Markets 1997 - 2002
Richardson Greenshields 1979 - 1996
Skills
Financial Services, Equities, Fixed Income, Risk Management, Business Analysis, Banking, Mutual Funds, Vendor Management, Financial Analysis, Capital Markets, Portfolio Management, Asset Management, Electronic Trading, Securities, FX Options, Wealth Management, Relationship Management, Process Improvement, Derivatives, Financial Markets, Change Management, Investments
Education
Ryerson University 1975 — 1977
business
Winston Churchill C.I. 1970 — 1974
Ionview Public School 1961 — 1969
Manulife Securities 2010 - Present
CPP Investment Board January 2008 - January 2010
RBC Dexia 2003 - 2007
CIBC World Markets 1997 - 2002
Richardson Greenshields 1979 - 1996
Skills
Financial Services, Equities, Fixed Income, Risk Management, Business Analysis, Banking, Mutual Funds, Vendor Management, Financial Analysis, Capital Markets, Portfolio Management, Asset Management, Electronic Trading, Securities, FX Options, Wealth Management, Relationship Management, Process Improvement, Derivatives, Financial Markets, Change Management, Investments
Education
Ryerson University 1975 — 1977
business
Winston Churchill C.I. 1970 — 1974
Ionview Public School 1961 — 1969
Dwight Mann's Richardson Greenshields Experience 1993 - 1995
Job Senior Vice President, Portfolio Manager, Investment Advisor at National Bank Financial
Industry Financial Services
Experience
National Bank Financial September 2012 - Present
National Bank Financial 2008 - 2012
National Bank Financial 2000 - 2008
RBC Dominion Securities 1995 - 2000
Richardson Greenshields 1993 - 1995
Education
The University of British Columbia 1988 — 1993
B.Comm
CSI
CSC, Canadian Securities Course
CSI
CIM, Canadian Investment Manager
National Bank Financial September 2012 - Present
National Bank Financial 2008 - 2012
National Bank Financial 2000 - 2008
RBC Dominion Securities 1995 - 2000
Richardson Greenshields 1993 - 1995
Education
The University of British Columbia 1988 — 1993
B.Comm
CSI
CSC, Canadian Securities Course
CSI
CIM, Canadian Investment Manager
Pippa Sargent's Richardson Greenshields Experience 1988 - 1996
Job Investment Advisor and Certified Retirement Specialist at TD Wealth Private Investment Advice
Industry Financial Services
Experience
TD Wealth Private Investment Advice 2004 - Present
RBC Dominion Securities 1996 - 2004
Richardson Greenshields 1988 - 1996
Skills
Wealth Management, Portfolio Management, Mutual Funds, Investments, Banking, Investment Advisory, Equities, Fixed Income, Retirement Planning, Strategic Financial..., Credit, Investment Strategies
Education
McGill University 1979 — 1984
Bachelor of Arts (BA), Art History
TD Wealth Private Investment Advice 2004 - Present
RBC Dominion Securities 1996 - 2004
Richardson Greenshields 1988 - 1996
Skills
Wealth Management, Portfolio Management, Mutual Funds, Investments, Banking, Investment Advisory, Equities, Fixed Income, Retirement Planning, Strategic Financial..., Credit, Investment Strategies
Education
McGill University 1979 — 1984
Bachelor of Arts (BA), Art History
Peter Fink's Richardson Greenshields Experience May 1994 - September 1999
Job Investment Advisor at National Bank Financial
Industry Financial Services
Experience
National Bank Financial September 1999 - Present
Richardson Greenshields May 1994 - September 1999
Skills
Investments, Equities, Portfolio Management, Wealth Management, Asset Management, Investment Strategies, Investment Advisory, Mutual Funds, Retirement Planning, Fixed Income
Education
University of Manitoba
Bachelor of Science
University of Manitoba
Bachelor of Commerce (B.Com.) Hons.
National Bank Financial September 1999 - Present
Richardson Greenshields May 1994 - September 1999
Skills
Investments, Equities, Portfolio Management, Wealth Management, Asset Management, Investment Strategies, Investment Advisory, Mutual Funds, Retirement Planning, Fixed Income
Education
University of Manitoba
Bachelor of Science
University of Manitoba
Bachelor of Commerce (B.Com.) Hons.
Wendy Matton's Richardson Greenshields Experience 1978 - 1997
Job Employee Benefits Advisor at Hardiman Mount & Associates
Industry Insurance
Experience
Hardiman Mount & Associates 2001 - Present
Whitby Chamber of Commerce 2002 - 2008
Edward Jones 1997 - 1999
Richardson Greenshields 1978 - 1997
Skills
Team Building, Small Business, Public Speaking, Fundraising, Strategic Planning, Selling, Insurance, Leadership, New Business Development, Customer Service, CRM, Nonprofits, Marketing, Budgets, Management, Marketing Strategy, Employee Benefits, Human Resources, Risk Management, Retail, Coaching, Sales, Analysis, Business Planning, Time Management, Organizational..., Social Networking, Team Leadership
Education
St. Francis Xavier University
Hardiman Mount & Associates 2001 - Present
Whitby Chamber of Commerce 2002 - 2008
Edward Jones 1997 - 1999
Richardson Greenshields 1978 - 1997
Skills
Team Building, Small Business, Public Speaking, Fundraising, Strategic Planning, Selling, Insurance, Leadership, New Business Development, Customer Service, CRM, Nonprofits, Marketing, Budgets, Management, Marketing Strategy, Employee Benefits, Human Resources, Risk Management, Retail, Coaching, Sales, Analysis, Business Planning, Time Management, Organizational..., Social Networking, Team Leadership
Education
St. Francis Xavier University
Florence Situ's Richardson Greenshields Experience 1994 - 1996
Job Health Provider, Actor/Model
Industry Health, Wellness and Fitness
Experience
Massage Therapist 2004 - Present
Freelance Actor, ACTRA, UDA 2001 - Present
Model 2001 - Present
RBC Dominion Securities 1996 - 1998
Richardson Greenshields 1994 - 1996
Skills
Wellness, Fitness, Nutrition, Holistic Health, Lifestyle, Yoga, Meditation, Swedish, Reiki, Stress Management, Pain Management
Education
Institute Kine-Concept 2003 — 2004
Therapeutic Massage, Massage Therapy
Concordia University 1989 — 2004
B.Comm, Finance/Marketing
Lasalle College 1989 — 1990
Fashion Production
Dawson College 1986 — 1989
Management, Retail Management
Massage Therapist 2004 - Present
Freelance Actor, ACTRA, UDA 2001 - Present
Model 2001 - Present
RBC Dominion Securities 1996 - 1998
Richardson Greenshields 1994 - 1996
Skills
Wellness, Fitness, Nutrition, Holistic Health, Lifestyle, Yoga, Meditation, Swedish, Reiki, Stress Management, Pain Management
Education
Institute Kine-Concept 2003 — 2004
Therapeutic Massage, Massage Therapy
Concordia University 1989 — 2004
B.Comm, Finance/Marketing
Lasalle College 1989 — 1990
Fashion Production
Dawson College 1986 — 1989
Management, Retail Management
Louie Lapa, B.Com,CFP's Richardson Greenshields Experience January 1998 - February 1999
Job Senior Investment Advisor, HollisWealth Inc.
Industry Financial Services
Experience
Invis April 2011 - Present
HollisWealth, Scotiabank Global Wealth & Insurance June 2007 - Present
HollisWealth, Scotiabank Global Wealth & Insurance June 2007 - Present
BNI 2009 - 2010
Investors Group Financial Services November 1999 - June 2007
RBC Dominion Securities February 1997 - July 1999
Richardson Greenshields January 1998 - February 1999
Skills
Small Business, Corporations, Estate Planning, Wealth, Financial Planners, Finance, Personal Finance, Retirement Planning, Insurance, Investments, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Public Speaking
Education
Sauder School of Business 2011 — 2011
Mortgage licensing, Real Estate Division
CSC, CPH 2007 — 2007
Securities certification, Finance, General, honors
Financial Planning Standard Council Certification 2002 — 2005
Certified Financial Planning Designation, Financial Planning and Services, Honours
The University of British Columbia 1993 — 1998
B.Com, Finance
Invis April 2011 - Present
HollisWealth, Scotiabank Global Wealth & Insurance June 2007 - Present
HollisWealth, Scotiabank Global Wealth & Insurance June 2007 - Present
BNI 2009 - 2010
Investors Group Financial Services November 1999 - June 2007
RBC Dominion Securities February 1997 - July 1999
Richardson Greenshields January 1998 - February 1999
Skills
Small Business, Corporations, Estate Planning, Wealth, Financial Planners, Finance, Personal Finance, Retirement Planning, Insurance, Investments, Wealth Management, Strategic Financial..., Mutual Funds, Retirement, Public Speaking
Education
Sauder School of Business 2011 — 2011
Mortgage licensing, Real Estate Division
CSC, CPH 2007 — 2007
Securities certification, Finance, General, honors
Financial Planning Standard Council Certification 2002 — 2005
Certified Financial Planning Designation, Financial Planning and Services, Honours
The University of British Columbia 1993 — 1998
B.Com, Finance
Todd Van Buren's Richardson Greenshields Experience September 1986 - March 1987
Job Infrastructure Specialist at WCB of Manitoba
Industry Insurance
Experience
WCB of Manitoba January 1992 - Present
Manitoba Data Services March 1987 - January 1992
Richardson Greenshields September 1986 - March 1987
Skills
Enterprise Architecture, Requirements Gathering, Requirements Analysis, Data Migration, Integration, Project Management, IT Management, Program Management, Change Management, Solution Architecture, Business Analysis
Education
University of Manitoba 1982 — 1986
BSc, Major Computer Science
Red River College
WCB of Manitoba January 1992 - Present
Manitoba Data Services March 1987 - January 1992
Richardson Greenshields September 1986 - March 1987
Skills
Enterprise Architecture, Requirements Gathering, Requirements Analysis, Data Migration, Integration, Project Management, IT Management, Program Management, Change Management, Solution Architecture, Business Analysis
Education
University of Manitoba 1982 — 1986
BSc, Major Computer Science
Red River College
Monica S. Olney, CIM, F.C.S.I.'s Richardson Greenshields Experience September 1987 - November 1996
Job Senior Wealth Advisor & Director at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod 1996 - Present
Richardson Greenshields September 1987 - November 1996
Skills
Investment Strategies, Investment Advisory, Asset Allocation, Mutual Funds, Securities, Investments, Retirement, Estate Planning, Wealth, Wealth Management
Education
Bishop's University
B.A.Honors, Economics
ScotiaMcLeod 1996 - Present
Richardson Greenshields September 1987 - November 1996
Skills
Investment Strategies, Investment Advisory, Asset Allocation, Mutual Funds, Securities, Investments, Retirement, Estate Planning, Wealth, Wealth Management
Education
Bishop's University
B.A.Honors, Economics
Maria Di Biase's Richardson Greenshields Experience 1994 - 1999
Job Assistant Branch Manager at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management November 2014 - Present
RBC Dominion Securities July 2007 - Present
RBC Wealth Management 2000 - 2007
RBC Dominion Securities 1999 - 2000
Richardson Greenshields 1994 - 1999
Skills
Wealth Management, Mutual Funds, Investments, Asset Management, Equities, Asset Allocation, Investment Strategies, Securities, Fixed Income, Options
Education
HEC Montréal
RBC Wealth Management November 2014 - Present
RBC Dominion Securities July 2007 - Present
RBC Wealth Management 2000 - 2007
RBC Dominion Securities 1999 - 2000
Richardson Greenshields 1994 - 1999
Skills
Wealth Management, Mutual Funds, Investments, Asset Management, Equities, Asset Allocation, Investment Strategies, Securities, Fixed Income, Options
Education
HEC Montréal
Patrick Phelan, CFA's Richardson Greenshields Experience January 1988 - December 1990
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns December 1990 - Present
Richardson Greenshields January 1988 - December 1990
Hamilton Kavanagh October 1984 - January 1988
Skills
Investment Advisory, Asset Allocation, Investment Strategies, Retirement Planning, Mutual Funds, Wealth Management, Investments, ETFs, Equities, Securities
Education
CFA Institute 1990 — 1993
CFA, Accounting and Finance
Concordia University 1983 — 1987
Bachelor of Commerce (B.Com.), Finance, General
Vanier College 1980 — 1983
DEC, Business Administration
BMO Nesbitt Burns December 1990 - Present
Richardson Greenshields January 1988 - December 1990
Hamilton Kavanagh October 1984 - January 1988
Skills
Investment Advisory, Asset Allocation, Investment Strategies, Retirement Planning, Mutual Funds, Wealth Management, Investments, ETFs, Equities, Securities
Education
CFA Institute 1990 — 1993
CFA, Accounting and Finance
Concordia University 1983 — 1987
Bachelor of Commerce (B.Com.), Finance, General
Vanier College 1980 — 1983
DEC, Business Administration
Charles Pennock's Richardson Greenshields Experience 1983 - 1990
Job Principal at Origin Merchant Partners
Industry Financial Services
Experience
Origin Merchant Partners May 2014 - Present
Edgecrest Capital Corp February 2014 - April 2014
Stonecap Securities January 2010 - January 2014
Blackmont Capital February 2004 - December 2009
Harris Partners Limited 1999 - 2003
Midland Walwyn Capital Inc. 1992 - 1998
TD 1990 - 1992
Richardson Greenshields 1983 - 1990
Skills
Equities, IPO, Capital Markets, Private Placements, Investments, Investment Banking, Private Equity, Financial Modeling, Corporate Finance, Investment Strategies, Mergers, Valuation, Portfolio Management, Strategy, Securities, Venture Capital, Due Diligence, Mergers & Acquisitions, Equity Research
Education
Queen's University
Bachelor of Commerce (B.Com.)
St. John's Ravenscourt
University of Toronto
Origin Merchant Partners May 2014 - Present
Edgecrest Capital Corp February 2014 - April 2014
Stonecap Securities January 2010 - January 2014
Blackmont Capital February 2004 - December 2009
Harris Partners Limited 1999 - 2003
Midland Walwyn Capital Inc. 1992 - 1998
TD 1990 - 1992
Richardson Greenshields 1983 - 1990
Skills
Equities, IPO, Capital Markets, Private Placements, Investments, Investment Banking, Private Equity, Financial Modeling, Corporate Finance, Investment Strategies, Mergers, Valuation, Portfolio Management, Strategy, Securities, Venture Capital, Due Diligence, Mergers & Acquisitions, Equity Research
Education
Queen's University
Bachelor of Commerce (B.Com.)
St. John's Ravenscourt
University of Toronto
cam cornish's Richardson Greenshields Experience 1995 - 1997
Job trader at brant securities
Industry Banking
Experience
brant securities 2007 - Present
richardson greenshields 1995 - 1997
Skills
Canadian Equities, Equities, Trading, Investments, Options, Capital Markets, Private Equity, Securities, Investment Banking, Hedge Funds, Mutual Funds, Corporate Finance, Derivatives, Valuation, Asset Management, Portfolio Management, Risk Management, Brokerage, Sales, Bloomberg, Equity Research
Education
University of Toronto - Woodsworth College 2012 — 2020
History/Lit
Humber College
Music Performance, General
brant securities 2007 - Present
richardson greenshields 1995 - 1997
Skills
Canadian Equities, Equities, Trading, Investments, Options, Capital Markets, Private Equity, Securities, Investment Banking, Hedge Funds, Mutual Funds, Corporate Finance, Derivatives, Valuation, Asset Management, Portfolio Management, Risk Management, Brokerage, Sales, Bloomberg, Equity Research
Education
University of Toronto - Woodsworth College 2012 — 2020
History/Lit
Humber College
Music Performance, General
Daniel Hiller's Richardson Greenshields Experience October 1978 - April 2002
Job Farm owner operator and Retired commodity broker currently self employed farmer
Industry Farming
Experience
Self employed Farmer April 2002 - Present
self employed owner operator of a farm in north west Ohio April 2002 - Present
Richardson Greenshields October 1978 - April 2002
Saskatchewan Wheat Pool April 1978 - October 1978
Skills
Agribusiness, Organic Farming, Sustainable Agriculture, Vegetables, Agriculture, Agronomy, Farms, Horticulture, Irrigation, Garden, Gardening, Animal Husbandry, Organic Gardening, Crop Protection, Fruit, Grain
Education
University of Illinois at Urbana-Champaign 1975 — 1977
Masters (not compleated), Ag Econ
The Ohio State University 1972 — 1975
BS in Agriculture, Agronomy and Ag Econ
Self employed Farmer April 2002 - Present
self employed owner operator of a farm in north west Ohio April 2002 - Present
Richardson Greenshields October 1978 - April 2002
Saskatchewan Wheat Pool April 1978 - October 1978
Skills
Agribusiness, Organic Farming, Sustainable Agriculture, Vegetables, Agriculture, Agronomy, Farms, Horticulture, Irrigation, Garden, Gardening, Animal Husbandry, Organic Gardening, Crop Protection, Fruit, Grain
Education
University of Illinois at Urbana-Champaign 1975 — 1977
Masters (not compleated), Ag Econ
The Ohio State University 1972 — 1975
BS in Agriculture, Agronomy and Ag Econ
Eric Mathers's Richardson Greenshields Experience 1990 - 1996
Job Investment Advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy 1999 - Present
RBC Dominion Securities 1990 - 1999
Richardson Greenshields 1990 - 1996
Nesbitt Thomson 1985 - 1990
Dominick Corporation Of Canada 1982 - 1985
Education
McMaster University
Bachelor of Arts, Political Science
Upper Canada College
CIBC Wood Gundy 1999 - Present
RBC Dominion Securities 1990 - 1999
Richardson Greenshields 1990 - 1996
Nesbitt Thomson 1985 - 1990
Dominick Corporation Of Canada 1982 - 1985
Education
McMaster University
Bachelor of Arts, Political Science
Upper Canada College