Richardson Partners Financial
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16 Richardson Partners Financial employees in database. Find out everything there's to know about Richardson Partners Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Richardson Partners Financial Employees
Richardson GMP Limited October 2005 - Present
East Coast Connected July 2013 - January 2015
Richardson Partners Financial January 2006 - January 2010
Richardson GMP October 2005 - January 2006
Saint Mary's University 2004 - 2005
Skills
Wealth Management, Investments, Financial Planning, Retirement Planning, Financial Analysis, Asset Management, Portfolio Management, Insurance, Strategic Financial..., Asset Managment, Mutual Funds, Investment Advisory, Mergers & Acquisitions, Financial Services, Investment Strategies, Financial Modeling, Estate Planning, High Net Worth..., Asset Allocation, Financial Planners, Equities, Alternative Investments, Securities, Financial Advisory, ETFs, Wealth Management..., Investment Management
Education
Saint Mary's University 2000 — 2005
B.Comm & HR Certificate, Finance and Small Business & Entrepreneurship
Canam Solutions Inc. June 2014 - Present
Canam Solutions Inc. June 2014 - June 2015
Robins Appleby LLP May 2010 - May 2014
Robins Appleby & Taub LLP May 2010 - August 2012
GMP Securities October 2009 - May 2010
Richardson Partners Financial February 2007 - October 2009
AMD August 2005 - January 2007
Skills
Hardware, Virtualization, Technical Support, Microsoft Exchange, Blackberry Enterprise..., Active Directory, Microsoft Office, XP, VMware ESX, VMware, Information Technology, Disaster Recovery, Backup Exec, VMware Infrastructure, Servers, Autonomy iManage, Windows XP, DNS, Windows Server, Windows 7, SCOM, Hyper-V, Veeam, SAN, Storage Virtualization, Microsoft SQL Server, Microsoft Azure
Education
Centennial College 2003 — 2006
Advanced Diploma in Computer Systems Technology Networking, Co-op, Advanced Diploma in Computer Systems Technology Networking, Co-op
Great-West Life and Annuity Insurance Company April 2010 - Present
Richardson Partners Financial June 2005 - March 2010
Investors Group 1999 - 2005
Skills
Wealth Management, Investments, Retirement Planning, Mutual Funds, Financial Analysis, Strategic Financial..., Estate Planning, Investment Strategies, Asset Managment, Financial Services, Equities, Risk Management, Insurance, Portfolio Management, Investment Advisory, Financial Advisory, Asset Allocation, Business Analysis, Financial Modeling, Strategic Planning, Alternative Investments, Asset Management, Disability Insurance, Financial Planning, Options
Education
Queen's University 2003 — 2005
MBA
University of Manitoba 1992 — 1995
BA, Psychology, English
Carole Urias Financial Services May 2015 - Present
W.P.G. The Wealth Planning Group March 2008 - May 2015
Richardson Partners Financial 2006 - 2008
Rice Financial 2004 - 2005
Skills
Financial Planning, Investments, Wealth Management, Mutual Funds, Estate Planning, Insurance, Risk Management, Retirement Planning, Customer Service, Pensions, Investment Advisory, Term Life Insurance, Strategic Financial..., Retirement, Fixed Annuities, Wealth Management..., Certified Financial..., Critical Illness, Financial Planners, Financial Advisory, Wealth, Wealth Accumulation, Disability Insurance, Income Protection, Life Insurance, Financial Services, Investment Strategies, Personal Financial..., Investment Management, Asset Allocation, Group Benefit Plans
Education
Financial Planning Standards Council 2006 — 2008
Certified Financial Planner
University of Manitoba 1986 — 1989
Bachelor of Arts (B.A.), Bachelor Arts Social Sciences
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 September 2014 - Present
Richardson GMP Limited January 2010 - September 2014
Richardson Partners Financial March 2006 - December 2009
The Quarry Sportsplex 2001 - 2005
Clarica Financial Services April 1996 - August 2004
Prudential Assurance 1992 - 1994
Empire Financial 1986 - 1988
Skills
Wealth Management, Estate Planning, Retirement Planning, High Net Worth..., Investment Advisory, Financial Planners, Portfolio Management, Mutual Funds, Investment Strategies
Education
Laurentian University/Université Laurentienne
BA, Sociology
Etobicoke Collegiate Institute 1979 — 1984
Richardson GMP Limited 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
BMO Nesbitt Burns March 2012 - Present
Canaccord Wealth Management January 2010 - January 2011
Richardson Partners Financial January 2006 - January 2010
Richardson Partners Financial Ltd 2005 - 2006
CIBC Wood Gundy 1995 - 2005
Montreal Stock Exchange 1996 - 2002
Merrill Lynch 1999 - 2001
Skills
Investments, Wealth Management, Portfolio Management, Investment Strategies, Mutual Funds, Strategy, Financial Advisory, Wealth Management..., Investment Advisory, Wealth, Retirement Planning, Strategic Financial..., Relationship Management, Financial Markets, Business Development, Securities, Fixed Income, Pensions, Alternative Investments, Options, Global Recruiting, Bonds, Investment Management, Asset Allocation, Financial Services, High Net Worth..., Estate Planning, Retirement, Asset Managment, Hedge Funds, ETFs, Financial Planners, Financial Planning, Leadership Development, Equities
Education
Université de Sherbrooke, MBA 2002 — 2004
EMBA, Major
Canadian Securities Institute
Partners,Directors and Senoir Officers Course (PDO)
Université du Québec à Montréal
Adiministration
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
Gluskin Sheff + Associates June 2010 - November 2011
InViVo Communications Inc July 2008 - May 2010
Women of Influence Inc April 2009 - July 2009
Richardson Partners Financial May 2004 - June 2008
CIBC Securities, Managed Investment Products April 2002 - April 2004
Matchstick Inc January 2003 - December 2003
Creative Force Network Ltd June 2001 - April 2002
Skills
Marketing, Marketing Strategy, Strategic Planning, Leadership, Program Management
Education
Humber College 2000 — 2001
Ontario Graduate Certificate
Western University 1995 — 1999
Bachelor of Arts
Lycée Canadien en France 1994 — 1995
OSSD
Leaside High School 1990 — 1995
OSSD
CIBC March 2008 - Present
Richardson Partners Financial May 2003 - February 2008
Fidelity Investments Canada Ltd. 2002 - 2003
Fidelity Intermediary Servies 2001 - 2002
RBC Dominion Securities 1985 - 1998
Skills
Strategic Planning, Change Management, Business Analysis, Risk Management, Coaching, Budgets, Business Strategy, Project Management, Process Improvement, Operations Management, Team Leadership, Team Building, IT Strategy, Business Process..., Vendor Management, CRM, Banking, Business Intelligence, Financial Services, Integration, SDLC
Education
Ryerson University
Applied Computer Science
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
Minto Group Inc. March 2015 - Present
Minto Group Inc. February 2014 - February 2015
Minto Communities March 2012 - January 2014
Minto Group Inc. October 2008 - March 2012
Richardson Partners Financial March 2008 - October 2008
Richardson Partners Financial July 2007 - February 2008
Skills
Financial Analysis, Valuation, Financial Modeling, Management, Business Analysis, Real Estate Development, Economics, Investments, Forecasting, Wealth Management, Financial Reporting, Strategic Planning, Budgets, Strategic Financial..., Finance, Asset Management
Education
CFA Institute 2006 — 2008
Carleton University 2002 — 2006
Commerce, Finance and Accounting
CIBC July 2013 - Present
CIBC Wealth Management May 2012 - June 2013
GMP Securities January 2010 - May 2012
Richardson Partners Financial February 2005 - January 2010
Fidelity Investments Canada ULC 2003 - 2005
Skills
Wealth Management, Securities, Mutual Funds, Business Analysis, Investments, Vendor Management, Data Center, Credit, Equities, Financial Services, Options, Portfolio Management, Relationship Management, Risk Management, Strategic Financial...
Education
University of Manitoba 1994 — 2000
Bachelor of Commerce (B.Com.), Marketing
CIBC February 2011 - Present
GMP Securities / Richardson Partners Financial September 2007 - February 2011
Richardson Partners Financial September 2007 - December 2009
PSiGate June 2000 - August 2007
China Construction Bank July 1992 - March 1999
Skills
Virtualization, Disaster Recovery, SAN, Networking, Cisco Technologies, Enterprise Architecture, Storage Area Networks, ITIL, Security, Servers, VMware ESX, VMware, Storage, Solaris, Solution Architecture, IT Strategy, Vendor Management, IT Operations
Education
Hitachi
Hitachi
Hitachi
Qingdao University
Bachelor Degree, Computer Engineering