Scotia Private Client Group

Description

Address: 245 Water St, St. John's, NL A1C 1B5, Canada Hours: Closed ⋅ Opens 9AM Tue Monday9AM–9PMTuesday9AM–9PMWednesday9AM–9PMThursday9AM–9PMFriday9AM–9PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Province: Newfoundland and Labrador Phone: +1 709-576-7053: Category: : : Website: : Place name: : : Website: http://www.scotiabank.com/ca/en/0,,8085,00.html 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? 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 Private Client Group Posting publicly on the Web Write a review Reviews Be the first to review

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Scotia Private Client Group Employees

Employee
Years
Job
Industry
Sue Graham Parker Sue Graham Parker Toronto, Canada Area Details
Sue Graham Parker's Scotia Private Client Group Experience 2001 - 2004
Job Executive Vice President Global Human Resources at Scotiabank
Industry Banking
Experience
Scotiabank  November 2012 - Present
Scotiabank  March 2009 - November 2012
Scotiabank  2004 - 2009
Scotia Private Client Group   2001 - 2004

Skills
Corporate Communications, Strategic Planning, Human Resources, Coaching, Sales Management, Communication, Writing, Executive Facilitation, Presentations, Oral & Written...

Education
University of Michigan - Stephen M. Ross School of Business
Advanced HR Executive

Columbia University Graduate School of Business
Strategy

The University of Western Ontario - Richard Ivey School of Business
Executive Management

Trent University
Bachelor's degree, English Literature

Michelle Glymin Michelle Glymin Toronto, Canada Area Details
Michelle Glymin's Scotia Private Client Group Experience January 2015 - February 2015
Job Investor Service Specialist at Mitsubishi UFJ Fund Services
Industry Financial Services
Experience
Mitsubishi UFJ Fund Services  February 2015 - Present
Scotia Private Client Group   January 2015 - February 2015
McMaster University  May 2013 - May 2014
McMaster University  October 2012 - May 2013

Skills
Data Analysis, Economics, Statistics, Research, Teaching, Teamwork, PowerPoint, Time Management, Analysis, Policy

Education
McMaster University   2010 — 2014
Bachelor of Arts (B.A.), Economics

Kayla Tan Kayla Tan Montreal, Canada Area Details
Kayla Tan's Scotia Private Client Group Experience May 2013 - August 2013
Job Staff Accountant at Deloitte Canada
Industry Accounting
Experience
Deloitte Canada  September 2015 - Present
AJW Technique   October 2014 - July 2015
Scotia Private Client Group   May 2013 - August 2013
Bombardier Aerospace  September 2012 - February 2013

Skills
Analysis, Finance, Tax, Journal Entries, Tax Returns, Teamwork, Research, Time Management, Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Customer Service, Team Leadership, Accounting, French, Leadership, Access, Financial Reporting, SAP, Financial Accounting, Forecasting

Education
Concordia University   2015 — 2017
Graduate Diploma, Chartered Professional Accountancy

Concordia University   2011 — 2015
Bachelor of Commerce, Accounting

University of Groningen   2014 — 2014
Bachelor of Commerce (B.Com.), International Student Exchange

Chris Chipman Chris Chipman Winnipeg, Canada Area Details
Chris Chipman's Scotia Private Client Group Experience 1997 - 2010
Job Estate and Trust Advisor at TD Weatlh
Industry Banking
Experience
TD Weatlh   October 2014 - Present
CAGP   May 2012 - April 2015
Bank of Montreal  May 2010 - September 2014
Estate Planning Council Of Winnipeg   1993 - 2011
Scotia Private Client Group   1997 - 2010
CIBC  1993 - 1996

Skills
Private Banking, Investment Management, Wealth Management, Estate Planning, Retirement Planning, Investment Advisory, Mutual Funds, Retirement, Strategic Financial..., Investments, Wealth, Portfolio Management, Trusts, Securities, High Net Worth..., Asset Allocation, Asset Managment, Succession Planning, Banking, Investment Strategies

Education
University of Manitoba   1976 — 1979
Bac. Of Commerce (Hons.), Marketing

Nelson MacIntyre Collegiate   1972 — 1975

Derek Leung Derek Leung Toronto, Canada Area Details
Derek Leung's Scotia Private Client Group Experience May 2014 - August 2014
Job Business Investment Analyst at Scotia Private Client Group
Industry Financial Services
Experience
Scotia Private Client Group   May 2014 - August 2014
Prudence Investment Management (HK) Ltd   January 2014 - March 2014
Manulife Financial  September 2012 - December 2012
MCAP  January 2012 - April 2012

Education
University of Waterloo   2010 — 2015
B.A., Economics and Business, Finance Specialization

National University of Singapore   2013 — 2013
Exchange Program, Economics

Nick Rogers Nick Rogers Ottawa, Canada Area Details
Nick Rogers's Scotia Private Client Group Experience May 2014 - August 2014
Job Student at the Queen's School of Business
Industry Marketing and Advertising
Experience
Queen's Marketing Association Conference (QMAC)   March 2015 - Present
Queen's Marketing Association Conference (QMAC)   February 2014 - Present
Queen's School of Business  September 2012 - Present
Royal Lake of the Woods Yacht Club   June 2015 - August 2015
Scotia Private Client Group   May 2014 - August 2014
Queen's Marketing Association Conference (QMAC)   February 2013 - January 2014

Skills
Public Speaking, Leadership, Teamwork, Time Management, Social Media, PowerPoint

Education
Queen's University   2012 — 2016
Bachelor's Degree, Commerce

Diane Vimy Diane Vimy Calgary, Canada Area Details
Diane Vimy's Scotia Private Client Group Experience January 2010 - Present
Job Sr. Will & Estate Planner at Scotia Private Client Group
Industry Banking
Experience
Scotia Private Client Group   January 2010 - Present
Scotia Private Client Group   2010 - 2011

Skills
Estate Planning, Trusts, Trust Services, Estate Administration, Estate Law, Wills, Powers of Attorney, Wealth Management..., Wealth, Wealth Management, Retirement Planning, High Net Worth..., Estate Tax Planning

Education
University of Alberta
Law

Melissa Sharma Melissa Sharma Toronto, Canada Area Details
Melissa Sharma's Scotia Private Client Group Experience March 2015 - Present
Job Portfolio Administrator at Scotia Private Client Group
Industry Higher Education
Experience
Carlton Cards  May 2008 - Present
Scotia Private Client Group   March 2015 - Present
Scotia Private Client Group   December 2014 - March 2015
Angus Glen Golf Club  January 2014 - December 2014
Angus Glen Golf Club  January 2014 - May 2014
Canada Flourspar, Inc   January 2014 - May 2014
McMaster Student Union  October 2011 - April 2013
McMaster University  May 2011 - April 2013

Skills
Microsoft Office, Teamwork, Photoshop, Customer Service, Time Management, PowerPoint, Social Media, Team Leadership, Canada Post Desktop 2.0, QuickBooks, Purolator E-Ship, Microsoft Word, Microsoft Excel, Leadership

Education
Seneca College of Applied Arts and Technology   2013 — 2014
Graduate Certificate, Human Resources Management

McMaster University   2009 — 2013
Science, Mathematical Science

Sean McArthur Sean McArthur Toronto, Canada Area Details
Sean McArthur's Scotia Private Client Group Experience Tax AdministratorThe WaterStreet Group Inc. & WaterStreet Family Wealth CounselJanuary 2014 - April 2014
Job Senior Operations Officer Scotia Private Client Group
Industry Financial Services
Experience
Scotia Private Client Group   Tax AdministratorThe WaterStreet Group Inc. & WaterStreet Family Wealth CounselJanuary 2014 - April 2014
Kawai Electric Heater Co. Ltd   August 2012 - November 2012
City of Red Deer  May 2010 - August 2011
The Keg Steakhouse + Bar  May 2009 - August 2011

Skills
International Business, Market Development, Market Research, International Marketing, International Sales, Digital Marketing, International Trade

Education
Carleton University   2009 — 2013
Bachelor of Commerce (BCom), International Business

Denis Lessard, F.Pl., CIM Denis Lessard, F.Pl., CIM Montreal, Canada Area Details
Denis Lessard, F.Pl., CIM's Scotia Private Client Group Experience March 2006 - October 2006
Job Senior Financial Consultant at MD Management Limited
Industry Financial Services
Experience
MD Management Limited  July 2015 - Present
BMO Private Banking  February 2014 - June 2015
TD Wealth  May 2012 - January 2014
HSBC Global Asset Management  October 2006 - May 2012
Scotia Private Client Group   March 2006 - October 2006
BMO Financial Group  March 2005 - March 2006
National Bank of Canada  March 2000 - March 2005
T.E. Wealth   May 1998 - March 2000
National Trust  September 1996 - May 1998
Star Data Systems, Inc.   May 1988 - September 1996

Skills
HNW, Financial Planners, Wealth Management, Portfolio Management, Investment Management, Estate Planning, Wills, Bonds, Wealth Management..., Finance, Financial Advisory, Private Banking, ETFs, High Net Worth..., Securities, Wealth

Education
Université Laval   1984 — 1988
Bachelor of Business Administration (BBA), Finance, General

CEGEP François-Xavier Garneau   1982 — 1984
DEC

Jamie Gormley Jamie Gormley Kitchener, Canada Area Details
Jamie Gormley's Scotia Private Client Group Experience April 2001 - December 2010
Job Mortgage Agent at Invis Mortgages
Industry Financial Services
Experience
Invis Mortgages   December 2010 - Present
Scotia Private Client Group   April 2001 - December 2010
Scotiabank  2008 - 2010
Regal Capital   1996 - 1999
Primerica  1994 - 1995

Skills
Wealth Management, Strategic Financial..., Mutual Funds, Retirement Planning, Investments, Credit, Loans, Investment Advisory, Banking, Mortgage Lending, Portfolio Management, Estate Planning, Residential Mortgages, Private Banking, Retail Banking, Credit Analysis, Investment Strategies, Strategic Planning, Financial Advisory, Commercial Mortgages

Education
Conestoga College

Eastwood

University of Guelph

Andre Marchand Andre Marchand Montreal, Canada Area Details
Andre Marchand's Scotia Private Client Group Experience April 2003 - Present
Job Wealth Management Consultant, Scotia Private Client Group
Industry Banking
Experience
Scotia Private Client Group   April 2003 - Present
RBC Wealth Management  March 1989 - April 2003

Education
Concordia University
Bachelor of Commerce, Finance

Monique Trépanier Monique Trépanier Vancouver, Canada Area Details
Monique Trépanier's Scotia Private Client Group Experience May 2010 - Present
Job Senior Will and Estate Planner at Scotia Private Client Group
Industry Banking
Experience
Scotia Private Client Group   May 2010 - Present
Miller Thomson LLP  September 2005 - May 2009
The International Centre for Criminal Law Reform and Criminal Justice Policy (ICCLR)   1996 - 2003

Skills
Estate Planning, Wills, Trusts, Wealth Management, High Net Worth..., Estate Law, Estate Tax Planning, Trust Services, Estate Administration, Wealth, Wealth Management..., Retirement Planning

Education
The University of British Columbia
Bachelor of Laws (LL.B.)

Dalhousie University
1st year law

The University of British Columbia
B.A. (Hon.), History with International Relations

Gordon Kowaski Gordon Kowaski Edmonton, Canada Area Details
Gordon Kowaski's Scotia Private Client Group Experience Investment Counseling & Investment Management for High Net Worth Individuals, Corporations , and Institutions.Director & Portfolio ManagerScotia Asset Management2006 - Present
Job Portfolio Manager at Scotia Private Client Group
Industry Banking
Experience
Scotia Private Client Group   Investment Counseling & Investment Management for High Net Worth Individuals, Corporations , and Institutions.Director & Portfolio ManagerScotia Asset Management2006 - Present

Skills
Wealth Management, Investments, Investment Strategies, Portfolio Management, Mutual Funds, Investment Advisory, Strategic Financial..., High Net Worth..., Asset Managment, Equities, Fixed Income, Retirement Planning, Wealth, Retirement, Investment Management, Risk Management, Loans, Asset Allocation, Retail Banking, Bonds, Asset Management, Financial Analysis, Financial Advisory, Estate Planning, Securities, Wealth Management..., Relationship Management, Mortgage Lending, Credit Analysis, Financial Planning

Education
The University of Calgary
Bachelor of Commerce (B.Com.), Finance

Pierre Bernier Pierre Bernier Ottawa, Canada Area Details
Pierre Bernier's Scotia Private Client Group Experience May 2005 - Present
Job Financial Consultant at Scotia Private Client Group
Industry Banking
Experience
Scotia Private Client Group   May 2005 - Present
CIBC Imperial Service  January 2001 - May 2005
TD Canada Trust  October 1991 - December 2000

Skills
Financial Planning, Estate Planning, Investments, Retirement Planning, Wealth Management, Retirement, Trusts, Probate, Strategic Financial..., Finance, Investment Advisory, Financial Services, Certified Financial..., Securities, Banking, Investment Strategies, Mutual Funds, Portfolio Management, Private Banking, Retail Banking, Wealth, Wealth Management...

Education
Concordia University   1989 — 1994
BA, Poli. Sci. and Bus. Studies

Andrew Carnovale Andrew Carnovale Toronto, Canada Area Details
Andrew Carnovale's Scotia Private Client Group Experience May 2011 - August 2013
Job Client Relationship Administrator at Leon Frazer & Associates Inc.
Industry Banking
Experience
Leon Frazer & Associates Inc.   September 2013 - Present
Scotia Private Client Group   May 2011 - August 2013
Scotiabank  December 2009 - May 2011
Magna Golf Club  September 2009 - December 2009
GoodLife Fitness  January 2009 - September 2009

Skills
Administrative Support, Microsoft Office, Customer Service, Administration, Investments, Banking, Excel, Microsoft Excel, Negotiation, System Administration, Management, Wealth Management, Portfolio Management, Finance, Leadership, Sales, Financial Analysis, Administrative..., Mutual Funds, Accounting, Risk Management, CRM, Administrative...

Education
Dalhousie University   2004 — 2008
BComm Co-op, Finance

St. Andrew's College   2000 — 2004

Notre Dame   1991 — 2000

Roxana Mazur Roxana Mazur Winnipeg, Canada Area Details
Roxana Mazur's Scotia Private Client Group Experience January 2007 - August 2014
Job Manager, Scotiatrust
Industry Banking
Experience
Scotiatrust, Scotia Private Client Group   August 2014 - Present
Scotia Private Client Group   January 2007 - August 2014
Scotia Securities (Scotiabank)   December 2003 - December 2005
ScotiaMcLeod Direct Investing   May 2000 - December 2003

Skills
Investment Advisory, Strategic Financial..., Retirement Planning, Wealth, Mutual Funds, Estate Planning, Asset Management, Banking, Investments, High Net Worth..., Wealth Management, Trust Services, Portfolio Management, Investment Strategies, Budgets, Business Development, Financial Advisory, Financial Planning

Education
University of Manitoba   1979 — 1984
Bachelor of Commerce (B.Com.), Marketing

University of Manitoba   1979 — 1984
Bachelor of Commerce, Marketing

Wendell Holanda, PFP Wendell Holanda, PFP Toronto, Canada Area Details
Wendell Holanda, PFP's Scotia Private Client Group Experience February 2013 - March 2014
Job International Investment Advisor at Scotiabank
Industry Financial Services
Experience
Scotiabank  March 2014 - Present
Scotia Private Client Group   February 2013 - March 2014
RBC Wealth Management  July 2011 - February 2013
RBC Royal Bank  April 2010 - July 2011
RBC Royal Bank  July 2008 - April 2010
CDL Jovem Fortaleza   2000 - 2001

Skills
Wealth Management, Canadian Securities..., Mutual Funds, Investments, Banking, Strategic Financial..., Investment Advisory, Credit, Portfolio Management, Retirement Planning, Financial Advisory, Mortgage Lending, Retail Banking, Relationship Management, Risk Management, Investment Strategies

Education
Pontifícia Universidade Católica do Rio de Janeiro   1998 — 2000
Bachelor, Business Administration

Universidade de Fortaleza   1995 — 2000
Bachelor, Civil Engineer

José Alfredo Merheb Emanuelli José Alfredo Merheb Emanuelli Puerto Rico area Details
José Alfredo Merheb Emanuelli's Scotia Private Client Group Experience October 2011 - February 2013
Job
Industry Government Administration
Experience
Department of Economic Development and Commerce of Puerto Rico  March 2013 - Present
Scotia Private Client Group   October 2011 - February 2013
UBS Financial Services Incorporated of Puerto Rico  September 2007 - September 2011
Comercios del Pasto, Inc.   June 2003 - February 2007
TechnoServe  September 2002 - May 2003

Skills
Wealth Management, Investments, Equities, Fixed Income, Strategic Financial..., Analysis, Asset Allocation, Financial Planning, Government, Policy Analysis, Project Management, Financial Analysis, Banking, Finance, Management

Education
Interamerican University of Puerto Rico   2005 — 2007
MBA

Fairfield University   1999 — 2003
Bachelor of Science

Colegio San Ignacio de Loyola   1995 — 1999

Jason Claydon, CFP Jason Claydon, CFP Winnipeg, Canada Area Details
Jason Claydon, CFP's Scotia Private Client Group Experience 2010 - Present
Job Financial Consultant at Scotia Private Client Group
Industry Financial Services
Experience
Scotia Private Client Group   2010 - Present
EISI  2006 - 2009
EISI  2005 - 2006
EISI  2004 - 2005
Berkshire Investment Group  2000 - 2003
Investors Group Financial Services Inc.  1998 - 2000

Education
Financial Planning Standards Council   2000 — 2002
CFP, Financial Planning

University of Manitoba
Bachelor of Commerce

University of Manitoba
Bachelor of Arts

Kerry Ferland Kerry Ferland Ottawa, Canada Area Details
Kerry Ferland's Scotia Private Client Group Experience September 2014 - Present
Job Private Banker at Scotia Private Client Group
Industry Banking
Experience
Scotia Private Client Group   September 2014 - Present
Scotiabank  October 2006 - September 2014
Agilent Technologies  1998 - 2002

Skills
Finance, Credit Analysis, Real Estate Financing, Retail Banking, Credit Risk, Credit, Real Estate, Business Planning, Strategic Planning, Consumer Lending, New Business Development, Sales Management, Refinance, Banking, Wealth Management..., Financial Analysis, Business Relationship..., Long-term Customer..., Relationship Development, Personal Finance, Relationship Building, Mortgage Lending

Education
McGill University   1988 — 1992
B.Comm, Labour Relations / Entrepreneurial Studies

Becky Zinger Becky Zinger Toronto, Canada Area Details
Becky Zinger's Scotia Private Client Group Experience July 2012 - September 2014
Job Human Resource Administration Officer at Scotiabank
Industry Banking
Experience
Scotiabank  September 2014 - Present
Scotia Private Client Group   July 2012 - September 2014
Scotia Private Client Group   May 2010 - July 2012
SoftMoc  October 2007 - April 2010

Skills
Banking, Administrative..., Credit, Microsoft Excel, Retail Banking, Time Management, Customer Service, Microsoft Office, Office Administration, Outlook, Teamwork, Loans, Accounting, Access

Education
Ryerson University   2013 — 2015
Human Resource Management Certificate, Human Resources Management, 3.8

Centennial College   2007 — 2010
Advanced Business Administration Diploma with Honours, Business Administrat, 4.0

Daniel Duchesneau Daniel Duchesneau Ottawa, Canada Area Details
Daniel Duchesneau's Scotia Private Client Group Experience 2008 - 2014
Job Wealth Management | Portfolio Management | Financial Services
Industry Financial Services
Experience
Scotia Private Client Group   2008 - 2014
Scotia Private Client Group   2005 - 2007
Scotia Private Client Group   1998 - 2005
Scotiabank  1994 - 1998
Montreal Trust  1990 - 1994
Montreal Trust  1989 - 1990
Les Conseillers en Valeurs Planiges   1988 - 1988
Canadian American Financial Corporation   1982 - 1987

Skills
Portfolio Management, Investments, Strategic Financial..., Financial Planning, Asset Allocation, Financial Analysis, Totally Awesome, Mutual Funds, Retirement Planning, Asset Management, Investment Strategies, Securities, Financial Services, Equities, Investment Advisory, Wealth Management..., Discretionary..., High Net Worth..., Tax Planning, Fixed Income, Investment Policy..., Team Building, Team Leadership, Risk Management, Long-term Customer..., Customer Service, Training, Mentoring, RRSP, RRIF, TFSA, Wealth Management, Banking

Education
McGill University   1978 — 1982
Bachelor's Degree, Economics

Gordon Wysota Gordon Wysota Vancouver, Canada Area Details
Gordon Wysota's Scotia Private Client Group Experience October 2014 - Present
Job at
Industry Banking
Experience
Scotia Private Client Group   October 2014 - Present
Scotia Private Client Group   March 2013 - October 2014
Scotiabank  April 2011 - March 2013
ScotiaMcLeod  April 2010 - August 2010
Lemay Enterprises Ltd.   June 2007 - August 2009
Gold in the Net Hockey School Inc.   July 2003 - August 2008

Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Economics, Wealth Management, Customer Service, Construction, Credit, Finance, Analysis, Banking

Education
University of Calgary   2008 — 2010
Bachelor of Arts, Economics, Business Managment

Capilano University   2005 — 2008
Business University Transfer

Pam Hauck Pam Hauck Calgary, Canada Area Details
Pam Hauck's Scotia Private Client Group Experience September 2013 - Present
Job Private Banker at Scotia Private Client Group
Industry Financial Services
Experience
Scotia Private Client Group   September 2013 - Present
Scotia Private Client Group   January 2000 - September 2013
Scotia Private Client Group   2000 - 2010

Skills
Wealth Management, Strategic Financial..., Mutual Funds, Investments, Banking, Private Banking, Portfolio Management, Retirement Planning, Investment Advisory, Retail Banking, Estate Planning, Risk Management, Wealth, Financial Analysis, Credit

Education
McGill University
MBA, Business

University of Alberta
BSc, Math Economics

Karryn Tam Karryn Tam Vancouver, Canada Area Details
Karryn Tam's Scotia Private Client Group Experience 2010 - 2010
Job Student at Simon Fraser University
Industry Accounting
Experience
Lohn Caulder LLP  2014 - Present
Scotiabank  2008 - 2014
WorkSafeBC  2013 - 2013
Scotia Private Client Group   2010 - 2010

Skills
Teamwork, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Sales, Time Management, Financial Analysis, Accounting, Event Planning, Data Analysis, Business Analysis, Leadership, Team Leadership

Education
Simon Fraser University   2008 — 2013

Dayne Ramkissoon Dayne Ramkissoon Toronto, Canada Area Details
Dayne Ramkissoon's Scotia Private Client Group Experience February 2011 - Present
Job Private Banker at Scotia Private Client Group
Industry Banking
Experience
Scotia Private Client Group   February 2011 - Present
Scotia Private Client Group   November 2008 - February 2011

Education
Confederation College
Aviation Flight Management, Aviation and Business

Humber College
Business Administration, Business

Nancy Kemble, CFP Nancy Kemble, CFP Vancouver, Canada Area Details
Nancy Kemble, CFP's Scotia Private Client Group Experience April 2011 - Present
Job Senior Financial Planning Consultant at Scotia Private Client Group
Industry Investment Management
Experience
Scotia Private Client Group   April 2011 - Present
Manulife Securities Inc.   2010 - May 2011
MD Management Ltd.  2003 - 2009
RBC Investments  2000 - 2003
CIBC Wealth Management  1994 - 2000

Skills
Wealth Management

Education
Canadian Securities Institute
CSC, CPH, Br. Mgr

Insurance Bureau of British Columbia
Life Licence Qualification Program

Financial Planning Standards Council
CFP

Ivey Business School at Western University   1983 — 1987
Business Management

Fanshawe College   1980 — 1983
Business Administration

Lisa Holland Lisa Holland Vancouver, Canada Area Details
Lisa Holland's Scotia Private Client Group Experience July 2002 - April 2006
Job Holland Investment and Wealth Management of RBC Dominion Securities
Industry Investment Management
Experience
Association of Women in Finance   2012 - Present
Tapestry Foundation for Health Care   2011 - Present
RBC Dominion Securities  January 2009 - Present
RBC Dominion Securities  April 2006 - December 2008
Scotia Private Client Group   July 2002 - April 2006
North Shore Law LLP   May 2001 - June 2002

Skills
Wealth Management..., Estate Law, Tax, Retirement Planning, Wealth Management, Investments, Estate Planning, Portfolio Management, Investment Management, Strategic Planning, Professionals, Trusts, Small Business, Wealth, High Net Worth..., Mortgage Lending, Finance, Credit, Strategic Financial..., Financial Services, Financial Advisory, Investment Strategies, Investment Advisory, Financial Planners, Asset Allocation, Securities

Education
The University of British Columbia   2011 — 2011
Family Enterprise Advisor Program, Business Family Advising

The University of British Columbia   1997 — 2000
LL.B., Law

Simon Fraser University   1993 — 1996
B.A., Political Science

Dawn O'Neill Dawn O'Neill Halifax, Canada Area Details
Dawn O'Neill's Scotia Private Client Group Experience Director AML, International BankingScotiabankApril 2005 - November 2007
Job Director & Head at Scotia Private Client Group
Industry Banking
Experience
Scotia Private Client Group   Director AML, International BankingScotiabankApril 2005 - November 2007

Education
Richard Ivey School of Business   2003 — 2003
Executive Development

University of New Brunswick   1975 — 1979
Bachelor of Science (B.Sc.), Biology, General

Biagio Forieri Biagio Forieri Ottawa, Canada Area Details
Biagio Forieri's Scotia Private Client Group Experience February 2006 - February 2009
Job Financial Advisor at TD Bank
Industry Financial Services
Experience
TD  June 2015 - Present
TD  February 2014 - June 2015
TD  April 2013 - February 2014
Full Line Custom Apparel   January 2011 - January 2013
Laurier Optical Head Office   February 2009 - June 2011
Scotia Private Client Group   February 2006 - February 2009

Skills
Sales, Accounting, Highly personable, Communication, Work Ethic, Dedication to work, Computers, Motivated self-starter, Customer Service, Microsoft Office, Invoicing, Accounts Payable, Accounts Receivable, Bookkeeping, Budgets, Finance, Leadership, QuickBooks, Strategic Planning

Education
Algonquin College of Applied Arts and Technology   2005 — 2008
Accounting 3 year, Accounting and Business/Management

Eric La Charite Eric La Charite Montreal, Canada Area Details
Eric La Charite's Scotia Private Client Group Experience November 2004 - January 2006
Job Directeur, techniques avancées de planification
Industry Financial Services
Experience
Financière Sun Life  2006 - Present
Scotia Private Client Group   November 2004 - January 2006
Standard Life  January 2000 - November 2004
Deloitte Canada  March 1998 - December 1999
PwC  November 1990 - March 1998

Skills
Life Insurance, Critical Illness, Customer Service, Pensions, Retirement, Corporate Tax, Trusts, Financial Analysis, Wealth Management, French, Risk Management, Estate Planning, Strategic Financial..., Disability Insurance, Investment Advisory, Financial Services, New Business Development, Insurance, Investments, Succession Planning, Wealth Management..., Investment Strategies, Financial Advisory, Term Life Insurance, Financial Planners, Portfolio Management, Estate Tax Planning, Fixed Annuities, Health Insurance, Finance, Wealth

Education
Université de Sherbrooke   1989 — 1990
M. Fisc., Maîtrise en fiscalité

Université de Montréal / University of Montreal   1983 — 1986
Bachelor of Laws (LL.B.), Droit

Collège Brébeuf   1981 — 1983
D.E.C., Sciences de la santé

Penny Stayropoulos, CFA, CIM, FMA Penny Stayropoulos, CFA, CIM, FMA Toronto, Canada Area Details
Penny Stayropoulos, CFA, CIM, FMA's Scotia Private Client Group Experience August 2011 - May 2013
Job Associate Portfolio Manager, Private Investment Counsel at 1832 Asset Management L.P
Industry Investment Management
Experience
Private Investment Counsel, 1832 Asset Management L.P.   May 2013 - Present
Scotia Private Client Group   August 2011 - May 2013
Scotia Private Client Group   August 2008 - August 2011
Financial Services Industry  June 2001 - August 2008

Skills
Wealth Management, Private Banking, Portfolio Management, Strategic Financial..., Retail Banking, Investments, Asset Management, Investment Strategies, High Net Worth..., Asset Allocation, Investment Management, Wealth Management..., Wealth, Trust Services, Building Relationships, Investment Advisory, Banking

Education
Mohawk College   2003 — 2004
Business Administration and Management, General

Mohawk College   2001 — 2003
Enterprise Business

CFA Institute

Gary Laxon Gary Laxon Vancouver, Canada Area Details
Gary Laxon's Scotia Private Client Group Experience November 2008 - Present
Job Director, Private Banking at Scotia Private Client Group
Industry Banking
Experience
Scotia Private Client Group   November 2008 - Present

Skills
Private Banking, Banking, Wealth Management, Retail Banking, Credit, Financial Planning, Risk Management, Strategic Financial..., Mortgage Lending, Loans, Financial Services, Commercial Banking, Investments, Corporate Finance, Business Development, Financial Risk, Finance, Portfolio Management, Mutual Funds, High Net Worth..., Credit Analysis

Education
Dalhousie University   2001 — 2003
MBA, Finance

British Columbia Institute of Technology   1997 — 1998
Certificate, Financial Management & Financial Planning, Honors

Financial Planners Standards Council
Certificate - CFP, Certified Financial Planner

Institute of Canadian Bankers
Certificate, Small & Medium Enterprises Studies Program

Institute of Canadian Bankers
Certificate - Fellow of the Institute of Canadian Bankers (FICB), Professional Banking Program

Kamloops High

Pam MacDonald Pam MacDonald Ottawa, Canada Area Details
Pam MacDonald's Scotia Private Client Group Experience January 2001 - Present
Job Financial Consultant at Scotia Private Client Group
Industry Financial Services
Experience
Scotia Private Client Group   January 2001 - Present
Scotiabank  March 1998 - December 2000
CIBC  1990 - 1998

Skills
Trust Services, Wealth Management, Retirement Planning, Financial Planning, Estate Planning, Investments, Asset Management, Portfolio Management, Trusts, Private Banking, Strategic Financial..., Retirement, Investment Management, Wealth Management..., Investment Advisory, Wealth, Investment Strategies, High Net Worth..., Financial Advisory, Asset Allocation, Mutual Funds, ETFs, Bonds

Education
Concordia University   1991 — 1993
Bachelor of Arts, with Distinction, Major- Psychology, Minor- Business

Rob McGavin Rob McGavin Toronto, Canada Area Details
Rob McGavin's Scotia Private Client Group Experience July 2011 - October 2012
Job Managing Director, Financial Planning & Advisory Services at Scotiabank Wealth Management
Industry Banking
Experience
Scotiabank  October 2012 - Present
Scotia Private Client Group   July 2011 - October 2012
Scotiabank  January 2009 - July 2011
ScotiaMcLeod Inc   2002 - 2009
RBC Dominion Securities  1997 - 2002

Skills
Wealth Management, Life Insurance, Certified Financial..., Business Strategy, Financial Services, Strategic Financial..., Strategy, Asset Management, Investments, Insurance, Mutual Funds, Management, Financial Planning, Business Planning, Financial Planners, Estate Planning, Portfolio Management, Mergers & Acquisitions, Investment Advisory

Education
Ivey Business School at Western University   2010 — 2010
Ivey Leadership Program

University of Guelph   1993 — 1997
BA, Math, English

Don Stubbs Don Stubbs Miami/Fort Lauderdale Area Details
Don Stubbs's Scotia Private Client Group Experience November 2013 - Present
Job Director & Group Lead, International Wealth Structuring at Scotiabank
Industry Banking
Experience
Scotia Private Client Group   November 2013 - Present
Scotia Private Banking Group   June 2009 - Present
Scotia Trust   January 2001 - June 2009

Skills
Cross Border Wealth..., Structure complex cross..., Investments, Cross Border, Relationship Management, Portfolio Management, High Net Worth..., Investment Advisory, Asset Management, Corporate Law, Strategic Financial..., Wealth Management..., Wealth Management, Equities, Training, Finance, Management

Education
Columbia University - Columbia Business School   2006 — 2007
Post Graduate Diploma, Organizational Leadership

University of Miami - School of Business   1996 — 1998
Master of Business Administration (MBA), International Business/ Finance

Loras College   1986 — 1990
Bachelor of Arts (B.A.), International Business/Spanish Language

Institute of Spanish Studies, Valencia Spain   1987 — 1989
Bachelor of Arts (B.A.), Spanish Culture and Literature

Amelia Guertin Amelia Guertin Toronto, Canada Area Details
Amelia Guertin's Scotia Private Client Group Experience January 2013 - August 2013
Job at
Industry Financial Services
Experience
ScotiaMcLeod  June 2015 - Present
B. Accountability   September 2014 - June 2015
Ryerson Capital Markets Group  August 2014 - May 2015
Scotiabank  2014 - 2014
Scotia Private Client Group   January 2013 - August 2013
George Brown College  September 2010 - December 2012
Elmer Olsen Model Management  May 2011 - August 2011
LAUNCH!  September 2010 - March 2011
eventSing promotions inc.   October 2009 - March 2010

Skills
Communications, Analytical/Research, Computer/Technical..., Business Results..., Project Management, Risk Management, Marketing Strategy, Logistics and Supply..., Managing Multiple..., Team Leadership, Creative Problem Solving, Budget Management, Master Scheduling, Quality Management, Management, Budgets, Program Management, Time Management, PowerPoint, Teamwork, Event Management

Education
Ryerson University   2013 — 2015
Bachelor of Commerce (BCom), Accounting and Finance

George Brown College   2010 — 2013
Business Administration, International Business

Etobicoke School of the Arts   2005 — 2009
High School Diploma, Musical Theater

Lucy Goodwin Lucy Goodwin Toronto, Canada Area Details
Lucy Goodwin's Scotia Private Client Group Experience May 2012 - June 2014
Job Corporate Branch Manager
Industry Financial Services
Experience
HollisWealth, Scotiabank Global Wealth & Insurance   June 2014 - Present
Scotia Private Client Group"  May 2012 - June 2014
Richardson GMP  September 2007 - May 2012
CIBC Wood Gundy  January 1999 - September 2007
CIBC  September 1987 - December 1998

Skills
Multitasker, Organized, Patient, Dedicated, thorough, Financial Services, Retirement Planning, Managed Hosting, Fixed Income, Wealth Management, Asset Managment, Securities, Equities, Time Management, BMC Patrol, Strategic Financial..., Investment Advisory, Insurance, Risk Management, Portfolio Management, Mutual Funds, Investments, Management, Relationship Management, Training, Asset Management, Financial Planning

Education
Canadian Securities Institute   1998 — 2012
Finance

Sheridan College   2006 — 2009
HR, Human Resource Management

York University - Glendon College   1987 — 1989
BA, Linguistics/Translation

Allison (Rockwell) Gordon-Collins Allison (Rockwell) Gordon-Collins Vancouver, Canada Area Details
Allison (Rockwell) Gordon-Collins's Scotia Private Client Group Experience April 2013 - March 2015
Job Private Banker at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management  March 2015 - Present
Scotia Private Client Group   April 2013 - March 2015
Scotiabank  January 2006 - March 2013
Scotiabank  May 2000 - January 2005

Skills
Accounting, Business Strategy, Asset Management, Customer Relations, Financial Planning, Strategic Planning, Debt Structuring, Retail Banking, Strategic Financial..., Asset Managment, Customer Service, Commercial Banking, Loans, Management, Credit, Relationship Management, Risk Management, Banking, Portfolio Management, Wealth Management, Mortgage Lending, Coaching, Financial Services, Wealth, Finance, Wealth Management..., Private Banking, Debt Restructuring, Financial Risk, Investment Advisory, Personal Financial..., Investment Management, Retirement Planning, Credit Risk, Financial Advisory, Credit Analysis, Leadership, Investment Strategies, Securities, Asset Allocation, Residential Mortgages, Trust Services, High Net Worth...

Education
Dalhousie University   2012 — 2015
MBA, Financial Services

Canadian Securities Institute   2002 — 2011
PFP, Personal Financial Planner

Dalhousie University   2000 — 2004
Bachelor of Commerce

Jönköping University
Academic Exchange at International Business School

Langley Secondary School

Dana Cornelisse Dana Cornelisse Toronto, Canada Area Details
Dana Cornelisse's Scotia Private Client Group Experience August 2013 - Present
Job PB Analyst at Scotia Private Client Group
Industry Banking
Experience
Scotia Private Client Group   August 2013 - Present
Scotia Private Client Group   February 2011 - August 2013
Scotiabank  November 2008 - February 2011
Scotiabank  October 2007 - November 2008
StarTek  April 2005 - November 2007

Skills
Interviews, Management, Project Planning, Teamwork, Time Management, Training, Sales Operations

Education
CSI Global Education   2009 — 2010
IFIC

Carleton University   2003 — 2006
Business/Commerce, General

Lord Elgin High School   1999 — 2003
O.S.S.D, 12

Sheridan College
Project Management Certificate

Nova Kane Nova Kane Calgary, Canada Area Details
Nova Kane's Scotia Private Client Group Experience April 2013 - November 2013
Job Financial Advisor at ATB Securities Inc.
Industry Banking
Experience
ATB Investor Services  April 2015 - Present
ATB Financial  February 2014 - Present
Scotia Private Client Group   April 2013 - November 2013
Scotiabank  March 2011 - March 2013
Scotiabank  September 2010 - March 2011
Scotiabank  March 1997 - July 1999
Scotiabank  August 1993 - June 1995
Scotiabank  April 1991 - August 1993

Skills
Investments, Retirement Planning, Mutual Funds, Strategic Financial..., Investment Advisory, Investment Strategies, Financial Advisory, Retirement, Credit, Loans, Retail Banking, Personal Financial..., Sales

Education
Dalhousie University   1985 — 1990
Bachelor of Commerce (B.Com.), Marketing and Management

Dalhousie University   1985 — 1989
Bachelor of Commerce (B.Com.), Business, Management, Marketing, and Related Support Services

Canadian Securities Institute
Professional Financial Planning Course, Canadian Securities Course

The Institute of Canadian Bankers
Investment Funds In Canada

Adam Karoly Adam Karoly Toronto, Canada Area Details
Adam Karoly's Scotia Private Client Group Experience August 2015 - Present
Job MBA Candidate, Degroote School of Business at McMaster University
Industry Capital Markets
Experience
Scotia Private Client Group   August 2015 - Present
Scotiabank  January 2015 - April 2015
Ber Tov Capital Corporation   September 2012 - August 2014
dealfrenzy.com   July 2012 - August 2012
Harris, Sheaffer LLP  July 2011 - August 2011
Questrade  July 2009 - August 2009

Skills
Accounting, Economics, Financial Accounting, Management, Marketing, Personal Income Tax..., Financial Reporting, Financial Analysis, Tax Preparation, Research, Public Speaking, Leadership, Teamwork, Negotiation

Education
McMaster University   2014 — 2016
Master of Business Administration (M.B.A.), Finance and Strategic Business Valuation, Management Minor

York University   2011 — 2014
BAS, Accounting

Marilyn McNabb Marilyn McNabb Edmonton, Canada Area Details
Marilyn McNabb's Scotia Private Client Group Experience February 2008 - 2013
Job Customer Service at The Bank of Nova Scotia
Industry Banking
Experience
The Bank of Nova Scotia  December 2013 - Present
Scotia Private Client Group   February 2008 - 2013
Scotiabank  January 2003 - December 2006
The Bank of Nova Scotia  August 1979 - December 2006

Skills
Trust Services, Supervision, Operations Management, Wealth Management, Investment Strategies, Banking, Securities, Retirement, Asset Management, Financial Advisory, Estate Tax Planning, Wills, Mortgage Lending, Financial Analysis, Risk Management, Credit, Relationship Management, Loans, Lines Of Credit

Education
University of Alberta   1984 — 1988
Faculty of Extension, Business Administration and Management, General

Queen Elizabeth High School   1978 — 1980
Administration, Accounting

Vicente Mexia Vicente Mexia Toronto, Canada Area Details
Vicente Mexia's Scotia Private Client Group Experience June 2005 - Present
Job Associate Director, Senior Investment Advisor at Scotia Private Client Group
Industry Financial Services
Experience
Scotia Private Client Group   June 2005 - Present
Scotia Casa de Bolsa Mexico   June 2001 - June 2005

Skills
Wealth Management, Mutual Funds, Fixed Income, Investments, Investment Advisory, Investment Strategies, Capital Markets, Portfolio Management, FX Options, Asset Allocation, Equities, Strategic Financial..., Derivatives, Bloomberg, ETFs, Banking, Options, Strategic Planning, Financial Planning, Bonds, Financial Advisory, Securities, Financial Analysis

Education
Universidad Anáhuac   2003 — 2005
Master, Finances

Ivan (Seungho) Yoon, CPA, CMA Ivan (Seungho) Yoon, CPA, CMA Vancouver, Canada Area Details
Ivan (Seungho) Yoon, CPA, CMA's Scotia Private Client Group Experience January 2009 - May 2009
Job Corporate Tax Accountant at Ledcor Group
Industry Accounting
Experience
Ledcor  October 2011 - Present
Ledcor  October 2010 - October 2011
City of Surrey  May 2010 - October 2010
Scotia Private Client Group   January 2009 - May 2009

Skills
Tax, Accounting, Accounts Payable, Microsoft Office, Word, Administration, Problem Solving, PowerPoint, Documentation, Teamwork, Mentoring, Excel, Reconciliation

Education
CPA Canada In-depth Tax course   2013 — 2016
CPA Canada Certificate of Achievement in Tax Education

CMA, Management Accounting at Society of Certified Management Accountants - Strategic Leadership Program   2010 — 2012

Simon Fraser University   2005 — 2010
Bachelor of Business Administration

Carla Otero Carla Otero Toronto, Canada Area Details
Carla Otero's Scotia Private Client Group Experience December 2006 - March 2008
Job Lending Services Officer at Scotiabank
Industry Banking
Experience
Scotiabank  April 2013 - Present
Scotiabank  March 2007 - March 2013
Home Find Toronto   December 2007 - December 2012
Scotia Private Client Group   December 2006 - March 2008
SGS Group  March 1992 - May 2004

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Spanish, English, Real Estate, Customer Service, Customer Experience, Management, Time Management, First Time Home Buyers, Presentations, MLSS, Commercial Lending, Small Business Lending, Banking, Retail Banking

Education
Toronto Real Estate Board   2005 — 2005
Real Estate Associate, Certificate

SGS Group   1996 — 1998
ISO 9001, Certificate

MasterTech Institute   1995 — 1996
Microsoft Windows Office, Certificate

IPAE Escuela de Empresarios   1981 — 1985
Bachelor's Degree, Business Administration and Management, General, Bachelor's Degree

Instituto Peruano de Admistracion de Empresas - IPAE   1981 — 1981
Associate's Degree, Accounting

Theresa Henneberry Theresa Henneberry Halifax, Canada Area Details
Theresa Henneberry's Scotia Private Client Group Experience December 1988 - Present
Job Manager, Taxation at Scotia Private Client Group
Industry Financial Services
Experience
Scotia Private Client Group   December 1988 - Present
Montreal Trust Company  1988 - 1996

Skills
Tax, Financial Analysis, Financial Accounting, Auditing, Tax Preparation, Financial Reporting, Accounting, Account Reconciliation, Analytical Skills, Estate Tax Planning, Personal Tax Planning, Tax Returns, Tax Law, Tax Accounting, Investments, Canadian GAAP, Organization, Time Management, Wealth Management, Trusts, Estate Planning, Banking

Education
Saint Mary's University   1983 — 1987
Bachelor of Commerce (B.Com.), Accounting

St. Patricks High School   1980 — 1983
High School Diploma with Honours

Daryl Purdy, MBA, CAIA Daryl Purdy, MBA, CAIA Toronto, Canada Area Details
Daryl Purdy, MBA, CAIA's Scotia Private Client Group Experience May 2004 - August 2004
Job Vice President Castle Hall Alternatives
Industry Investment Management
Experience
Castle Hall Alternatives  May 2015 - Present
Spartan Fund Management   February 2015 - May 2015
KCS Fund Strategies Inc.   March 2006 - August 2014
KCS Fund Strategies Inc.   January 2005 - February 2006
SIAS Fund (SFU Endowment)   September 2003 - December 2004
Scotia Private Client Group   May 2004 - August 2004
IQON Financial Management Inc.   March 2002 - November 2002
Investors Group  June 2001 - March 2002
Investors Group  August 1998 - June 2001
Investors Group  April 1995 - August 1998

Skills
Alternative Investments, Due Diligence, Portfolio Construction, Investments, Asset Management, Asset Allocation, Portfolio Management, Wealth Management, Risk Management, Hedge Funds, CTA, Global Macro, Managed Futures, Long/Short Equity, Market Neutral, Event Driven, Fixed Income, Convertible Arbitrage, Multi-Strategy, Private Equity, Infrastructure, Real Estate, Investment Strategies, Investment Advisory, Investment Management, Relationship Management, Investor Relations, Investment Sales, Business Development, Product Development, Consulting, Strategic Planning, Business Analysis, Financial Modeling, Strategic Financial..., Retirement Planning, Estate Planning, Mergers & Acquisitions, Mutual Funds, Equities, Derivatives, Business Strategy, Securities, Investment Banking, Financial Services, Trading, Capital Markets, Corporate Finance, Insurance

Education
Simon Fraser University   2003 — 2004
MBA, Global Asset and Wealth Management, Finance

University of Waterloo   1989 — 1994
Bachelor of Math (B. Math, Honours - Business Administration), Mathematics, Business Admin, Information Systems

Lindsay Collegiate and Vocational Institute (LCVI)   1984 — 1989
Secondary School Diploma

Kristen Buter Kristen Buter Ottawa, Canada Area Details
Kristen Buter's Scotia Private Client Group Experience November 2007 - August 2012
Job Bassi Construction
Industry Construction
Experience
Bassi Construction Ltd.   August 2012 - Present
Scotia Private Client Group   November 2007 - August 2012
Scotiabank  February 2006 - November 2007
ATS Automation Tooling Systems  2000 - 2004

Skills
Credit, Human Resources, Banking, Strategic Financial..., Risk Management, Customer Service, Private Banking, Retail Banking, Loans, Performance Management, Recruiting, Commercial Banking, Microsoft Excel, Change Management, Management

Education
Institute of Canadian Bankers   2006 — 2008
Personal Financial Planner, Personal Financial Planning

Conestoga College   2002 — 2003
Human Resources Management, Human Resources

University of Waterloo   1998 — 2002
Bachelor of Arts (BA), Honours, Recreation & Business

Canadian School of Natural Nutrition
Registered Holistic Nutritionist, Nutrition Sciences

Barrie North!

Jonathan Morse Jonathan Morse Toronto, Canada Area Details
Jonathan Morse's Scotia Private Client Group Experience July 2010 - Present
Job Director, Wealth Planning at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking  August 2015 - Present
Scotia Private Client Group   July 2010 - Present
Hull & Hull LLP  May 2008 - October 2009
Crawley Meredith   2006 - 2006
Gowling Lafleur Henderson   September 2004 - June 2005
Office of Minister of Foreign Affairs   November 2000 - July 2001
Office of Minister of Industry   October 1998 - October 2000

Skills
Estate Planning, Estate Law, Trusts, Estate Tax Planning, Wills, Wealth Management..., Wealth, Financial Planners, Politics, Public Speaking, Wealth Management, Estate Administration, Investments, Corporate Law, Trust Services, High Net Worth..., Retirement Planning, Legal Advice, Strategic Financial..., Securities, Mediation, Litigation, Mutual Funds

Education
York University - Osgoode Hall Law School   2011 — 2014
Master of Laws (LL.M.), Tax Law/Taxation

University of Ottawa   2001 — 2004
LL.B., Common Law

Ryerson University   1994 — 1996
Bachelor of Applied Arts, Journalism

Queen's University   1989 — 1993
Honours Bachelor, History

Thornhill Secondary School

David Lawlor David Lawlor Toronto, Canada Area Details
David Lawlor's Scotia Private Client Group Experience August 2005 - April 2008
Job Director, Policy and Process Real Estate Secured Lending at Scotiabank
Industry Financial Services
Experience
Scotiabank  November 2014 - Present
Scotiabank  November 2009 - November 2014
Scotiabank  April 2008 - November 2009
Scotia Private Client Group   August 2005 - April 2008
Scotiabank  April 2004 - August 2005
Scotiabank  April 2002 - April 2004
Scotiabank  September 2000 - April 2002
Scotiabank  October 1993 - September 2000
Irving Oil  November 1991 - May 1993

Skills
Wealth Management, Private Banking, Banking, Financial Planning, Credit, Wealth, Due Diligence, Retail Banking, Mutual Funds, Financial Analysis, Risk Management, Commercial Banking, High Net Worth..., Sales Management, New Business Development, Financial Management, Loans, Business Strategy, Business Planning, Retirement Planning, Mergers, Credit Risk, Strategic Planning, Negotiation, Strategic Financial..., Estate Planning, Financial Planners, Mergers & Acquisitions, Finance, Investments, Financial Services, Strategy, Credit Analysis, Business Development, Commercial Lending, Insurance, Portfolio Management, Relationship Management, Financial Advisory, Management, Mortgage Lending, Asset Management, Financial Risk, Investment Advisory

Education
University of New Brunswick   1987 — 1991
BBA, Finance & Economics

Canadian Securities Institute

Ivey School of Business
Completed High Potential Managers Program, Executive Development

The Institute of Canadian Bankers

Jason Sweeney Jason Sweeney Calgary, Canada Area Details
Jason Sweeney's Scotia Private Client Group Experience February 2006 - July 2008
Job Lawyer, Underwood Gilholme
Industry Law Practice
Experience
Underwood Gilholme   August 2008 - Present
Scotia Private Client Group   February 2006 - July 2008
MacBean Tessem   June 1996 - February 2006

Skills
Estate Planning

Education
University of Saskatchewan   1993 — 1996
Bachelor of Laws (LL.B.)

University of Saskatchewan   1988 — 1992
Bachelor of Arts (B.A.), History

Andrée Godbout Andrée Godbout Halifax, Canada Area Details
Andrée Godbout's Scotia Private Client Group Experience January 2008 - Present
Job Senior Will and Estate Planner Scotiatrust
Industry Law Practice
Experience
Society of Trust and Estates Practitioners - Atlantic Branch   May 2015 - Present
Society of Trust and Estates Practitioners - Atlantic Branch   May 2014 - Present
Halifax Estate Planning Council   May 2014 - Present
Scotia Private Client Group   January 2008 - Present
Halifax Estate Planning Council   May 2013 - May 2014
Society of Trust and Estates Practitioners - Atlantic Branch   May 2011 - May 2014
AJEFNE   2009 - October 2011

Skills
Trusts, Trust Services, Estate Planning, Estate Administration, Wills, Tax, Wealth, High Net Worth..., Retirement Planning, Wealth Management, Estate Tax Planning, Financial Planners, Estate Law, Powers of Attorney, Investment Advisory, Retirement, Wealth Management..., Financial Planning

Education
   2006 — 2007
Mastère, Théorie du Droit

   2006 — 2007
Master's, Legal Theory

Université de Moncton   2000 — 2003
LL.B., Law

Perviz Mavalwalla Perviz Mavalwalla Toronto, Canada Area Details
Perviz Mavalwalla's Scotia Private Client Group Experience November 2009 - March 2010
Job Executive Assistant at BMO Bank of Montreal
Industry Executive Office
Experience
BMO Bank of Montreal  March 2011 - Present
Scotia Capital  June 2010 - March 2011
Scotia Private Client Group   November 2009 - March 2010
Hudson's Bay Company  March 2006 - February 2009
Hudsons' bay  2003 - 2009
Hudson's Bay Company  February 2003 - March 2006

Skills
Invoicing, Expense Reports, Teamwork, Leadership, Executive..., PowerPoint, Event Management, Training, Software Documentation, Administrative..., Microsoft Excel, Confidentiality, Accounts Payable, Outlook

Education
Sheridan College
Priniciples of Administration and Leadership Development

Sir J. J. College of Commerce
Diploma, Secretarial and administration procedures

Jessica Lyle, TEP Jessica Lyle, TEP Halifax, Canada Area Details
Jessica Lyle, TEP's Scotia Private Client Group Experience November 2005 - April 2012
Job Lawyer at Sealy Cornish Coulthard
Industry Legal Services
Experience
Sealy Cornish Coulthard   February 2015 - Present
McInnes Cooper  April 2012 - January 2015
Canadian Bar Association - Nova Scotia Branch   September 2009 - September 2013
Halifax Estate Planning Council   June 2012 - May 2013
Scotia Private Client Group   November 2005 - April 2012
Landry, McGillivray   June 2001 - November 2005
Cox Hanson O'Reilly Matheson   May 1999 - May 2001

Skills
Estate Planning, Wills, Trusts, Estate Administration, Retirement Planning, Powers of Attorney, Legal Assistance, Trust Services, Guardianship, Elder Law, Estate Law, Estate Tax Planning, Legal Advice, Tax Law, Alternative Dispute..., Legal Research, Corporate Law

Education
Dalhousie University   1997 — 2000
LL.B.

McGill University   1992 — 1996
B.A.

Salzburg International Preparatory School   1989 — 1992

Chris Kaughman Chris Kaughman Calgary, Canada Area Details
Chris Kaughman's Scotia Private Client Group Experience 2006 - Present
Job Sr. Sales Support Officer at Scotiabank
Industry Banking
Experience
Scotia Private Client Group   2006 - Present
Scotiabank  August 2007 - April 2010

Skills
Banking, Credit Analysis, Loans, Retail Banking, Private Banking, Risk Management, Credit Risk, Credit, Commercial Banking, Wealth Management, Mortgage Lending, Relationship Management

Education
Mount Royal College   1977 — 1978
Partial, Secretarial Arts

Soraya Lozano Romani Soraya Lozano Romani Toronto, Canada Area Details
Soraya Lozano Romani's Scotia Private Client Group Experience February 2011 - Present
Job Senior Financial Analyst at Scotia Private Client Group
Industry Banking
Experience
Scotia Private Client Group   February 2011 - Present
Scotia Capital  June 2010 - January 2011
Scotia Capital  November 2007 - May 2010
Scotia Capital  April 2007 - October 2007

Skills
Wealth Management, Strategic Financial..., Financial Analysis, Banking, SAP FI, Risk Management, Mutual Funds, Financial Services, Investments, Finance, Financial Modeling, Portfolio Management, Credit, Corporate Finance, Relationship Management, Retail Banking, Credit Analysis, Investment Advisory, Private Banking, Securities, Asset Management, Investment Strategies

Education
Humber College   2005 — 2007
Business Management - Financial Services

Universidad Nacional Federico Villarreal   1998 — 2002
Industrial Engineering

Anita Kapal, CFA Anita Kapal, CFA Toronto, Canada Area Details
Anita Kapal, CFA's Scotia Private Client Group Experience November 2012 - Present
Job Associate Portfolio Manager at 1832 Asset Management L.P.
Industry Investment Management
Experience
Scotia Private Client Group   November 2012 - Present
Scotia Private Client Group   September 2010 - October 2012
Scotia Private Client Group   November 2007 - September 2010

Skills
Investment Strategies, Wealth Management, Mutual Funds, Investments, Portfolio Management, Wealth, Asset Managment, Investment Advisory, Investment Management, Asset Management, Wealth Management..., Private Banking, High Net Worth..., Fixed Income, Equities, Securities, Asset Allocation, Strategic Financial...

Education
University of Ottawa   2003 — 2006
B.Comm, Finance

Marie Michell Marie Michell Ottawa, Canada Area Details
Marie Michell's Scotia Private Client Group Experience May 2013 - Present
Job Director, Private Banking at Scotia Private Client Group
Industry Banking
Experience
Scotia Private Client Group   May 2013 - Present
Office of the Superintendent of Financial Institutions of Canada  June 2009 - May 2013
RBC  September 2006 - April 2008
RBC  January 2002 - January 2006
RBC  January 1999 - February 2002

Skills
Banking, Credit, Commercial Banking, Portfolio Management, Risk Management, Credit Risk, Relationship Management, Loans, Recruiting, Team Leadership, Financial Analysis, Performance Management, Governance, Finance, Business Analysis, Analysis, Leadership, Strategic Planning

Education
Ecoles des Hautes Etudes Commerciales (HEC)
Bachelor of Commerce (B.Com.), Finance and Marketing

UQAM
MBA, Finance

Judy Kong Judy Kong Vancouver, Canada Area Details
Judy Kong's Scotia Private Client Group Experience 2008 - 2012
Job Accountant
Industry Accounting
Experience
Westside Church  2015 - Present
RBC Global Asset Management  2012 - 2015
Scotia Private Client Group   2008 - 2012
Scotia Private Client Group   2006 - 2008
Scotia Private Client Group   2002 - 2006
Canada Revenue Agency  October 1999 - April 2000

Skills
Accounting, Financial Accounting, Financial Reporting, IFRS, Canadian GAAP, Financial Statements, Tax

Education
Certified General Accountants Association of BC
Designation, Accounting

Simon Fraser University
Bachelor, Business Administration

Brad Armes Brad Armes Vancouver, Canada Area Details
Brad Armes's Scotia Private Client Group Experience March 2004 - June 2006
Job Estate and Trust Advisor at TD Private Trust
Industry Financial Services
Experience
TD Private Trust   December 2014 - Present
Invesco Canada (Invesco Trimark)   April 2009 - November 2014
Sarbit Asset Management   June 2006 - November 2008
Scotia Private Client Group   March 2004 - June 2006
AIC Ltd  January 2002 - September 2004

Skills
Mutual Funds, Investments, Investment Advisory, Wealth Management, Retirement Planning, Portfolio Management, Investment Strategies, Strategic Financial..., Asset Managment, Equities, Fixed Income, Insurance, Alternative Investments, Financial Analysis, Banking, Financial Advisory, ETFs, Estate Planning, Finance, Wealth, Retirement, Financial Planners, Financial Services, Securities, Investment Management, Asset Allocation, Wealth Management..., Relationship Management, High Net Worth..., Fixed Annuities, Bonds, Hedge Funds, Bloomberg, Financial Markets, Asset Management

Education
McMaster University   1994 — 1998
Bachelor of Arts (BA), Economics

Kevin Frey Kevin Frey Edmonton, Canada Area Details
Kevin Frey's Scotia Private Client Group Experience February 2000 - May 2005
Job National Lead Wealth Planning & Practice Solutions at MD Management
Industry Investment Management
Experience
MD Management  February 2014 - Present
MD Management  January 2013 - Present
MD Management LTD  February 2011 - Present
CIBC  November 2005 - February 2011
Scotia Private Client Group   February 2000 - May 2005

Skills
Coaching, Leadership, Wealth Management, Banking, Business Development, Business Planning, Business Strategy, Financial Analysis, Financial Planning, Insurance, Investment Advisory, Investments, Mutual Funds, Management, Portfolio Management, Retirement Planning, Risk Management, Sales Management, Strategic Planning, Strategy, Wealth Management...

Education
University of Saskatchewan   1985 — 1989
BA Double Honors, Economics Political Studies