Scotia Cassels

Description

Address: 1 Queen St E, Toronto, ON M4E 1H7, Canada Province: OntarioPlace name: : : Hours: : Phone: : : : Website: Category: Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd phone number Unable to add this file. Please check that it is a valid photo. Add business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Scotia Cassels Investment Counsel Posting publicly on the Web Write a review Reviews Be the first to review

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Scotia Cassels Employees

Employee
Years
Job
Industry
Mari Jensen Mari Jensen Toronto, Canada Area Details
Mari Jensen's Scotia Cassels Experience April 2005 - July 2007
Job Director, Institutional FX Sales at Scotiabank Global Banking and Markets
Industry Banking
Experience
Scotiabank Global Banking and Markets  December 2012 - Present
Scotiabank Global Banking and Markets  July 2011 - December 2012
Scotia Capital  December 2009 - July 2011
Scotia Capital  June 2008 - December 2009
Scotia Capital  August 2007 - June 2008
Scotia Cassels   April 2005 - July 2007
Scotiabank  1997 - 2002

Skills
Bloomberg, Capital Markets, Derivatives, FX Options, Financial Markets

Education
Market Technicians Association   2011 — 2012
Chartered Market Technician, Technical Analysis

CFA Institute   2002 — 2004
Chartered Financial Analyst

Simon Fraser University   2002 — 2004
MBA, Global Asset and Wealth Management

Simon Fraser University   2002 — 2003
BBA, Finance

Christine Poole Christine Poole Toronto, Canada Area Details
Christine Poole's Scotia Cassels Experience 2004 - 2007
Job CEO and Managing Director at GlobeInvest Capital Management Inc.
Industry Investment Management
Experience
GlobeInvest Capital Management Inc.   2009 - January 2014
Scotia Cassels   2004 - 2007
RBC Asset Management  1998 - 2003
Empire Financial Group  1996 - 1998
Bank of Montreal  1990 - 1995

Skills
Equity manager with..., Adheres to..., Strong analytical..., Highly motivated..., Effective communicator., Stock Picking, Portfolio Management, Equities, Capital Markets, Investment Strategies, Investment Banking, Asset Allocation, Investment Management, Alternative Investments, Securities, Wealth Management, Asset Management, Mutual Funds, Bloomberg, Management, Investments

Education
University of Toronto   1990 — 1996
MBA

Association of Investment Management and Research   1989 — 1991
CFA

McGill University   1982 — 1985
Bachelor of Commerce, Finance

John Kustec John Kustec Toronto, Canada Area Details
John Kustec's Scotia Cassels Experience June 1997 - September 1999
Job Partner & Portfolio Manager at Focus Asset Management
Industry Investment Management
Experience
Focus Asset Management   February 2012 - Present
TD Harbour Capital   August 2004 - February 2012
Beutel, Goodman   September 1999 - July 2004
Scotia Cassels   June 1997 - September 1999

Skills
Equities, Asset Managment, Mutual Funds, Asset, Alternative Investments, Wealth Management, Asset Management, Estate Planning, Management, Investment Strategies, Asset Allocation, Investments, Portfolio Management, Fixed Income

Education
Queen's University   1981 — 1985
BA, Math and Economics

Oakville Trafalgar High School   1975 — 1980

Daniel Theriault, CFA, MBA Daniel Theriault, CFA, MBA Toronto, Canada Area Details
Daniel Theriault, CFA, MBA's Scotia Cassels Experience 1998 - 2002
Job Chief Investment Strategist at BMO Private Banking – Guidance for Successful Canadians
Industry Investment Management
Experience
BMO Harris Investment Management Inc   January 2013 - Present
BMO Harris Private Banking  November 2009 - January 2013
MD Management  2005 - 2009
Danken Music Publishers   1995 - 2003
Scotia Cassels   1998 - 2002
Dalhousie University  1998 - 2002
Scotia Discount Brokerage   1990 - 1995
Saint Mary's University  1987 - 1988
Dalhousie University  1987 - 1987

Skills
Wealth Management, Investment Strategies, Investments, Portfolio Management, Investment Advisory, Asset Allocation, Mutual Funds, Investment Management, Financial Services, High Net Worth..., Retirement Planning, Wealth Management..., Securities, Asset Management, Equities, Fixed Income, Estate Planning, Wealth, Private Banking, Strategic Financial..., Financial Advisory, Alternative Investments, Retirement, Banking, Capital Markets, Financial Planners, Asset Managment, Education

Education
Dalhousie University   1982 — 1984
MBA, International Finance

Carleton University   1978 — 1980
Bachelor of Music, Music

University of Ottawa
Bachelor’s Degree, English, Music & Philosophy

Pine Grove

Allan Leung Allan Leung Calgary, Canada Area Details
Allan Leung's Scotia Cassels Experience March 2003 - May 2005
Job Solutions Analyst at ATB Financial
Industry Banking
Experience
ATB Investment Management Inc.   May 2005 - Present
Scotia Cassels   March 2003 - May 2005
Scotia Cassels   2003 - 2005

Skills
Mutual Funds, Securities, Investments, Wealth Management, Portfolio Management, Investment Advisory, Strategic Financial..., Investment Strategies, Asset Managment, Retirement Planning, Financial Analysis, Asset Allocation, Derivatives, Fixed Income, Financial Modeling, Bloomberg, Equities, Options, Risk Management, Bonds

Education
The University of Calgary   1997 — 2001
BA, Economics

Western Canada High School   1993 — 1996

Brent Poirier Brent Poirier Vancouver, Canada Area Details
Brent Poirier's Scotia Cassels Experience 2004 - 2006
Job Portfolio Manager at Odlum Brown Limited
Industry Financial Services
Experience
Odlum Brown Limited  May 2013 - Present
Scotia Asset Management L.P.   2007 - 2013
Scotia Cassels   2004 - 2006
RBC Global Serivces   2002 - 2004
Altamira  1995 - 2002
Poonpipat Finance and Securities PLC   1993 - 1994

Skills
Portfolio Management, Investments, Investment Strategies, Asset Management, Asset Allocation, Investment Management, Securities, Mutual Funds

Education
Trent University   1981 — 1984
Bachelor of Arts (B.A.), Economics

Capilano University   1992 — 1993
Graduate Diploma, Asia Pacific Management Cooperative Program

Brenda Mehta, PMP Brenda Mehta, PMP Toronto, Canada Area Details
Brenda Mehta, PMP's Scotia Cassels Experience 2004 - 2007
Job Account Management at Broadridge
Industry Financial Services
Experience
Broadridge  February 2009 - November 2014
Broadridge Financial  2008 - 2009
ScotiaMcLeod  2007 - 2008
Scotia Cassels   2004 - 2007

Skills
Project Management, Account Management, Relationship Management, MS Project, Google Docs, SharePoint, Financial Services, Strategic Financial..., Strategic Planning, Team Leadership, Risk Management, Portfolio Management, Business Analysis, Equities, Financial Planning, Investments, Mutual Funds, Securities, Vendor Management, Management

Education
University of Toronto   2010 — 2011
Project Management Certificate, Project Management

Seneca College of Applied Arts and Technology   2000 — 2003
Business Admin, Financial Planning

Frank Latshaw Frank Latshaw Toronto, Canada Area Details
Frank Latshaw's Scotia Cassels Experience December 2004 - November 2011
Job Associate Portfolio Manager, 1832 Asset Management L.P.
Industry Investment Management
Experience
1832 Asset Management L.P.   November 2011 - Present
Scotia Cassels   December 2004 - November 2011
Manulife Financial  2003 - 2004
UBS Warburg  2000 - 2003
Deloitte & Touche Corporate Finance  1997 - 2000

Skills
Valuation, Equity Research, Capital Markets, Equities, Financial Modeling, Investments, Portfolio Management, Financial Analysis, Asset Management, Bloomberg

Education
Queen's University   1990 — 1993
Bachelor of Commerce (BCom)

Evan Hardy Collegiate Institute   1985 — 1989

Greystone Heights

William Beacham William Beacham Toronto, Canada Area Details
William Beacham's Scotia Cassels Experience 2004 - 2007
Job Investment Counselor at HSBC Investments (Canada)
Industry Investment Management
Experience
HSBC Asset Management  June 2007 - Present
Scotia Cassels   2004 - 2007
RBC Private Counsel   1997 - 2003
RBC  1994 - 1997
Royal Trust  May 1993 - 1994
Royal Trust  May 1991 - April 1993
Royal Trust  January 1991 - April 1991
Royal Trust  1990 - 1991

Skills
Alternative Investments, Portfolio Management, Asset Managment, Risk Management, Credit Analysis, Wealth Management, Hedge Funds, Asset Allocation, Investments, Equities, Asset Management, Investment Management, Investment Advisory, Fixed Income, Financial Analysis, Banking, Investment Strategies, Mutual Funds, Financial Risk, Wealth Management..., Due Diligence, High Net Worth..., Securities, Derivatives, Estate Planning, Capital Markets, Strategic Financial..., Private Banking, Structured Products, Bonds, Bloomberg, Financial Planning

Education
University of Ottawa   1987 — 1990
BCOMM, Finance

Richard Mercier CFA Richard Mercier CFA Montreal, Canada Area Details
Richard Mercier CFA's Scotia Cassels Experience August 2006 - October 2012
Job Portfolio Manager at National Bank Financial
Industry Investment Management
Experience
National Bank Financial  October 2013 - Present
Scotia cassels   August 2006 - October 2012
Standard Life Investments  January 2005 - July 2006
TAL Global Asset Management  February 1997 - October 2004
Majendie Securities   1993 - 1996

Skills
Wealth Management, Asset Managment, Equities, Portfolio Management, Fixed Income, Investments, Investment Strategies, Alternative Investments, Risk Management, Investment Management, Financial Analysis, Financial Modeling, Equity Research, Bloomberg, Global Macro, Presentations, Sales, Communication, Superior Client Service, Capital Markets, Options, Securities, Asset Allocation

Education
The CFA Institute   1993 — 1996
Chartered Financial Analyst

Université du Québec à Montréal   1990 — 1993
Bachelor in business administration

Adrian Mitchell Adrian Mitchell Toronto, Canada Area Details
Adrian Mitchell's Scotia Cassels Experience 1997 - 2000
Job Portfolio Manager, North American Equities at HOOPP
Industry Financial Services
Experience
HOOPP (Healthcare of Ontario Pension Plan)   2001 - Present
Monitor Group  2000 - 2001
Scotia Cassels   1997 - 2000
Citibank  1990 - 1996

Skills
Equities, Equity Research, Portfolio Management, Capital Markets, Investment Strategies, Derivatives, Asset Managment, Bloomberg, Investments, Valuation, Equity Valuation, Investment Management, Financial Modeling

Education
CFA Institute   1990 — 1993
CFA

The University of British Columbia   1986 — 1990
B. Comm, Finance

Peter McMurtry, B.Com, CFA Peter McMurtry, B.Com, CFA Ottawa, Canada Area Details
Peter McMurtry, B.Com, CFA's Scotia Cassels Experience 2001 - 2003
Job Financial Writer
Industry Financial Services
Experience
Self  March 2012 - Present
Investors Group  August 2005 - March 2012
Guardian Capital  2003 - 2005
Scotia Cassels   2001 - 2003
RBC Financial Group  1994 - 2001
TD Canada Trust  1992 - 1994

Skills
Mutual Funds, Wealth Management, Strategic Financial..., Portfolio Management, Investments, Mortgage Lending, Risk Management, Alternative Investments, Capital Markets, Banking, Financial Planners, Derivatives, Financial Advisory, Financial Analysis, Bloomberg, Credit, Investment Management, Equities

Education
Chartered Financial Analyst
CFA

McGill University
Commerce

Madelaine Raiz Madelaine Raiz Toronto, Canada Area Details
Madelaine Raiz's Scotia Cassels Experience 2004 - 2004
Job Supervisor at City of Brampton
Industry Government Administration
Experience
City of Brampton  March 2006 - Present
Scotia Cassels   2004 - 2004
Scotiabank  2000 - 2004
Royal Bank of Canada  1998 - 2000

Skills
Customer Service, Outlook, Microsoft Excel, Coaching, Analysis, Process Improvement, Microsoft Office, Microsoft Word, Training, Budget, Financial Reporting, Team Building, Operations Management, Government, Strategic Planning, Banking, Budgets, Change Management, Supervisory Skills, Leadership, Project Planning, Team Leadership, Policy

Education
Sheridan College
Business Administration, Accounting

Rebecca Bonds Rebecca Bonds Toronto, Canada Area Details
Rebecca Bonds's Scotia Cassels Experience 1996 - 2000
Job Portfolio Manager at Scotia Asset Management L.P.
Industry Investment Management
Experience
Scotia Asset Management L.P.   2006 - Present
BMO Nesbitt Burns  2000 - 2002
Scotia Cassels   1996 - 2000

Education
St. Francis Xavier University   2002 — 2005
Certificate in Adult Education, Adult Education

McMaster University   1989 — 1990
Bachelor of Arts (B.A.), History

The University of Western Ontario   1986 — 1989
Bachelor of Arts (B.A.), Economics

Anna Ackerman Anna Ackerman Toronto, Canada Area Details
Anna Ackerman's Scotia Cassels Experience September 2000 - December 2003
Job Operations Manager, TD Wealth Management Shared Services, Operations Control TD
Industry Banking
Experience
TD  November 2012 - Present
TD Bank Group  June 2009 - October 2012
CGI  July 2008 - June 2009
Perimeter Financial  March 2005 - January 2008
Scotiabank  January 2004 - February 2005
Scotia Cassels   September 2000 - December 2003
CIBC Wealth Management  January 1998 - August 2000
CIBC  January 1996 - December 1997
CIBC Wood Gundy  January 1994 - December 1995

Skills
Business Intelligence, Leadership, Banking, Risk Management, Investments, Portfolio Management, Business Analysis, Wealth Management, Business Requirements, Business Process..., Financial Services, Equities, Relationship Management, Requirements Analysis, Requirements Gathering

Education
University of Toronto   1989 — 1993
Certificate Investment Management & Financial Analysis

University of Toronto - Woodsworth College   1989 — 1993
B.Sc., Economics, Quantitative Methods

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