Scotia Private Client Group
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
Scotia Private Client Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Scotia Private Client Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Scotia Private Client Group Employees
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
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
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
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
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
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
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
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
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
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
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
Scotia Private Client Group April 2003 - Present
RBC Wealth Management March 1989 - April 2003
Education
Concordia University
Bachelor of Commerce, Finance
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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!
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
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
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
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
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
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
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
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
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
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
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
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
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