ScotiaMcLeod Company
Industry: Company
DescriptionParent organization: Scotia Capital Inc. Subsidiary: ScotiaMcLeod Inc., Research Division
ScotiaMcLeod List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at ScotiaMcLeod. You can filter them based on skills, years of employment, job, education, department, and prior employment.
ScotiaMcLeod Salaries. You can even request information on how much does ScotiaMcLeod pay if you want to. Learn about salaries, pros and cons of working for ScotiaMcLeod directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
416 ScotiaMcLeod employees in database. Find out everything there's to know about ScotiaMcLeod employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
ScotiaMcLeod Employees
Employee
Years
Job
Industry
Daniel Katwaroo Daniel Katwaroo's ScotiaMcLeod Experience February 2014 - June 2014
Job Manager, Training Operations at Hyundai Capital Canada
Industry Financial Services
Experience
Hyundai Capital Canada December 2014 - Present
BMO Financial Group June 2014 - November 2014
ScotiaMcLeod February 2014 - June 2014
Royal LePage August 2010 - February 2014
TD Auto Finance March 2005 - August 2010
Skills
Instructional Design, Curriculum Development, Facilitation, Captivate, Camtasia, Microsoft Office, Web-based Training, Organizing, Workshop Facilitation, E-Learning, Training, Needs Analysis, Change Management, Real Estate, Leadership, Call Centers, Customer Service, Finance, Teaching, Training Delivery, Visio, Marketing, Coaching, SharePoint, ADDIE, Blended Learning, Project Planning, Time Management, Learning Management..., Salesforce.com, Adult Education, Social Media, SnagIt, Employee Training, Technical Training, Staff Development, Dreamweaver, Leadership Development, Team Building, Program Management, Team Leadership, WebEx, Performance Management, Performance Consulting, Analysis, Articulate Studio, Distance Learning
Education
University of Ontario Institute of Technology 2014 — 2017
Bachelor's Degree, Adult Education and Digital Technology
Seneca College of Applied Arts and Technology 2011 — 2014
Certifcate, Adult Education, 3.94 GPA
Centennial College 2009 — 2013
Certificate, SharePoint Specialist
Centennial College 2009 — 2009
Certficate, Unix/Linux Administration
Seneca College of Applied Arts and Technology 2009 — 2009
Certificate, Managing and Maintaining Windows Server
DeVry Institute of Technology 2000 — 2002
Diploma, Business Information Systems
Hyundai Capital Canada December 2014 - Present
BMO Financial Group June 2014 - November 2014
ScotiaMcLeod February 2014 - June 2014
Royal LePage August 2010 - February 2014
TD Auto Finance March 2005 - August 2010
Skills
Instructional Design, Curriculum Development, Facilitation, Captivate, Camtasia, Microsoft Office, Web-based Training, Organizing, Workshop Facilitation, E-Learning, Training, Needs Analysis, Change Management, Real Estate, Leadership, Call Centers, Customer Service, Finance, Teaching, Training Delivery, Visio, Marketing, Coaching, SharePoint, ADDIE, Blended Learning, Project Planning, Time Management, Learning Management..., Salesforce.com, Adult Education, Social Media, SnagIt, Employee Training, Technical Training, Staff Development, Dreamweaver, Leadership Development, Team Building, Program Management, Team Leadership, WebEx, Performance Management, Performance Consulting, Analysis, Articulate Studio, Distance Learning
Education
University of Ontario Institute of Technology 2014 — 2017
Bachelor's Degree, Adult Education and Digital Technology
Seneca College of Applied Arts and Technology 2011 — 2014
Certifcate, Adult Education, 3.94 GPA
Centennial College 2009 — 2013
Certificate, SharePoint Specialist
Centennial College 2009 — 2009
Certficate, Unix/Linux Administration
Seneca College of Applied Arts and Technology 2009 — 2009
Certificate, Managing and Maintaining Windows Server
DeVry Institute of Technology 2000 — 2002
Diploma, Business Information Systems
Charles Taylor Charles Taylor's ScotiaMcLeod Experience November 2004 - December 2007
Job President at rawdata enterprises
Industry Management Consulting
Experience
Rawdata Enterprises Inc. June 2015 - Present
WordLink.com August 2013 - Present
RBC November 2012 - June 2013
Les Magasins J.L. Taylor January 2008 - August 2012
Concordia University - John Molson School of Business September 2008 - June 2011
ScotiaMcLeod November 2004 - December 2007
Skills
Bloomberg, Finance, Investments, Corporate Finance, Financial Modeling, Equities, Investment Strategies, Analysis, Valuation, Fixed Income, Derivatives, Bloomberg Terminal, Equity Research, Research, Quantitative Analytics, Management, Microsoft Excel, DCF Valuation, Portfolio Management, Financial Analysis, Risk Management, Financial Services, Business Development, Strategy, Due Diligence
Education
Concordia University 2008 — 2011
MBA, Investment Management
The George Washington University - School of Business 2001 — 2004
Bachelor of Business Administration (BBA), International Business
LCC
Rawdata Enterprises Inc. June 2015 - Present
WordLink.com August 2013 - Present
RBC November 2012 - June 2013
Les Magasins J.L. Taylor January 2008 - August 2012
Concordia University - John Molson School of Business September 2008 - June 2011
ScotiaMcLeod November 2004 - December 2007
Skills
Bloomberg, Finance, Investments, Corporate Finance, Financial Modeling, Equities, Investment Strategies, Analysis, Valuation, Fixed Income, Derivatives, Bloomberg Terminal, Equity Research, Research, Quantitative Analytics, Management, Microsoft Excel, DCF Valuation, Portfolio Management, Financial Analysis, Risk Management, Financial Services, Business Development, Strategy, Due Diligence
Education
Concordia University 2008 — 2011
MBA, Investment Management
The George Washington University - School of Business 2001 — 2004
Bachelor of Business Administration (BBA), International Business
LCC
Jenna Cook, BBA, CFP Jenna Cook, BBA, CFP's ScotiaMcLeod Experience July 2006 - February 2009
Job Associate & Financial Planner at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities March 2009 - Present
ScotiaMcLeod July 2006 - February 2009
Skills
Retirement Planning, Wealth Management, Investment Advisory, Investment Management, Investment Strategies, Certified Financial..., Wealth Management..., Asset Allocation, High Net Worth..., Mutual Funds, Financial Planners, Estate Planning, Financial Advisory
Education
British Columbia Institute of Technology / BCIT
Bachelor of Business Administration (BBA), with Distinction
British Columbia Institute of Technology / BCIT
Financial Management Diploma, Honours
The University of British Columbia
General Science Studies
Seaquam
RBC Dominion Securities March 2009 - Present
ScotiaMcLeod July 2006 - February 2009
Skills
Retirement Planning, Wealth Management, Investment Advisory, Investment Management, Investment Strategies, Certified Financial..., Wealth Management..., Asset Allocation, High Net Worth..., Mutual Funds, Financial Planners, Estate Planning, Financial Advisory
Education
British Columbia Institute of Technology / BCIT
Bachelor of Business Administration (BBA), with Distinction
British Columbia Institute of Technology / BCIT
Financial Management Diploma, Honours
The University of British Columbia
General Science Studies
Seaquam
Paul Falcao Paul Falcao's ScotiaMcLeod Experience April 2009 - October 2014
Job Senior Compliance Officer Dealer Compliance at B2B Bank
Industry Financial Services
Experience
B2B Bank March 2015 - Present
Royal Bank of Canada October 2014 - March 2015
ScotiaMcLeod April 2009 - October 2014
IIROC (Investment Industry Regulatory Organization of Canada) 2005 - 2009
RBC Wealth Management 2003 - 2005
Toronto Catholic District School Board 2002 - 2003
CIBC Wealth Management 1998 - 2001
Skills
Windows, Microsoft Excel, Microsoft Word, Outlook, Customer Service, Securities, Team Management, Teaching, Training, Investments, Mutual Funds, Equities, Fixed Income, Auditing, Options, AML, Risk Management, Wealth Management, Bonds, Leadership, Portfolio Management, Management, Asset Management, Financial Planning, Anti Money Laundering, Financial Services, Finance
Education
Concordia University 1984 — 1987
Bachelor's degree, Economics
Dawson College 1981 — 1984
College Diploma, Pre-University courses
B2B Bank March 2015 - Present
Royal Bank of Canada October 2014 - March 2015
ScotiaMcLeod April 2009 - October 2014
IIROC (Investment Industry Regulatory Organization of Canada) 2005 - 2009
RBC Wealth Management 2003 - 2005
Toronto Catholic District School Board 2002 - 2003
CIBC Wealth Management 1998 - 2001
Skills
Windows, Microsoft Excel, Microsoft Word, Outlook, Customer Service, Securities, Team Management, Teaching, Training, Investments, Mutual Funds, Equities, Fixed Income, Auditing, Options, AML, Risk Management, Wealth Management, Bonds, Leadership, Portfolio Management, Management, Asset Management, Financial Planning, Anti Money Laundering, Financial Services, Finance
Education
Concordia University 1984 — 1987
Bachelor's degree, Economics
Dawson College 1981 — 1984
College Diploma, Pre-University courses
Suzanne de Jonge Suzanne de Jonge's ScotiaMcLeod Experience February 2000 - April 2004
Job Back office, implementation, outsourcing, and administration consultant/manager, currently seeking new opportunities
Industry Financial Services
Experience
3Macs Self-clearing consultantQuestradeOctober 2012 - July 2013
Penson Financial Services Canada February 2006 - October 2012
Penson Financial Services Canada August 2010 - January 2011
Penson Financial Services Canada June 2007 - August 2010
Penson Financial Services Canada February 2006 - June 2007
NBCN March 2004 - February 2006
ScotiaMcLeod February 2000 - April 2004
CBC Television 1900 - 1999
Skills
Equities, Financial Services, Capital Markets, Derivatives, Securities, Trading Systems, Mutual Funds, Bloomberg, Bonds, Employee Training, Account Reconciliation, Customer Service, Compliance, Internal Audit, Project Management, Managerial Finance, Nonprofits, Outsourcing, Quality Assurance, Research, Writing, Back Office, Training, Investment Banking, Accounting, FX Options, Equity Trading, Electronic Trading, Alternative Investments, Financial Markets, Finance, Process Improvement, Strategy, Management, Leadership
Education
Concordia University
Bachelor of Arts, Political Science, School of Community and Public Affairs
3Macs Self-clearing consultantQuestradeOctober 2012 - July 2013
Penson Financial Services Canada February 2006 - October 2012
Penson Financial Services Canada August 2010 - January 2011
Penson Financial Services Canada June 2007 - August 2010
Penson Financial Services Canada February 2006 - June 2007
NBCN March 2004 - February 2006
ScotiaMcLeod February 2000 - April 2004
CBC Television 1900 - 1999
Skills
Equities, Financial Services, Capital Markets, Derivatives, Securities, Trading Systems, Mutual Funds, Bloomberg, Bonds, Employee Training, Account Reconciliation, Customer Service, Compliance, Internal Audit, Project Management, Managerial Finance, Nonprofits, Outsourcing, Quality Assurance, Research, Writing, Back Office, Training, Investment Banking, Accounting, FX Options, Equity Trading, Electronic Trading, Alternative Investments, Financial Markets, Finance, Process Improvement, Strategy, Management, Leadership
Education
Concordia University
Bachelor of Arts, Political Science, School of Community and Public Affairs
Jason Gorewicz Jason Gorewicz's ScotiaMcLeod Experience December 2012 - March 2015
Job Associate at The Harbour Group
Industry Banking
Experience
RBC March 2015 - Present
ScotiaMcLeod December 2012 - March 2015
TD May 2012 - December 2012
TD August 2010 - May 2012
ExxonMobil December 2009 - June 2010
The Walt Disney Company May 2009 - December 2009
Skills
Coaching, Team Leadership, Risk Management, Banking, Strategic Financial..., Investments, Management, Data Analysis, Time Management, Credit, Analysis, Retail Banking, Project Management, Policy, Training, Finance, Portfolio Management, Mutual Funds
Education
University of Edinburgh Management School 2008 — 2010
MBA, Finance and Strategic Planning
University of Waterloo 2005 — 2007
BA, Business Administration and Social Development Studies
Florida Southern College 2004 — 2005
Bachelor of Business Administration (B.B.A.)
University of Evansville 2003 — 2004
Business Administration
RBC March 2015 - Present
ScotiaMcLeod December 2012 - March 2015
TD May 2012 - December 2012
TD August 2010 - May 2012
ExxonMobil December 2009 - June 2010
The Walt Disney Company May 2009 - December 2009
Skills
Coaching, Team Leadership, Risk Management, Banking, Strategic Financial..., Investments, Management, Data Analysis, Time Management, Credit, Analysis, Retail Banking, Project Management, Policy, Training, Finance, Portfolio Management, Mutual Funds
Education
University of Edinburgh Management School 2008 — 2010
MBA, Finance and Strategic Planning
University of Waterloo 2005 — 2007
BA, Business Administration and Social Development Studies
Florida Southern College 2004 — 2005
Bachelor of Business Administration (B.B.A.)
University of Evansville 2003 — 2004
Business Administration
Dianne Caunce Dianne Caunce's ScotiaMcLeod Experience 1995 - 2000
Job Administrative Professional
Industry Government Administration
Experience
Customer Service Specialist 2011 - 2013
Lakeridge Health April 2001 - September 2010
ScotiaMcLeod 1995 - 2000
Ontario Power Generation 1985 - 1995
Skills
Administrative..., Microsoft Office, Customer-focused Service, Confidentiality, Organized, Diplomacy, Meeting Planning, Team-oriented, Proactive self-starter, Critical Thinking, Office Equipment, Multi-line Phone
Education
Durham College 2013 — 2015
Mental Health Rehabilitation & Psychology
ICS Canada 1999 — 2001
Certificate, Medical Administrative Assistant
Centennial College 1987 — 1988
Certificate, Accounting Fundamentals
Customer Service Specialist 2011 - 2013
Lakeridge Health April 2001 - September 2010
ScotiaMcLeod 1995 - 2000
Ontario Power Generation 1985 - 1995
Skills
Administrative..., Microsoft Office, Customer-focused Service, Confidentiality, Organized, Diplomacy, Meeting Planning, Team-oriented, Proactive self-starter, Critical Thinking, Office Equipment, Multi-line Phone
Education
Durham College 2013 — 2015
Mental Health Rehabilitation & Psychology
ICS Canada 1999 — 2001
Certificate, Medical Administrative Assistant
Centennial College 1987 — 1988
Certificate, Accounting Fundamentals
Rob Pierri CIM, FCSI's ScotiaMcLeod Experience September 2004 - Present
Job Investment Associate at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod September 2004 - Present
Scotiabank July 2002 - August 2003
PBB Logistics June 2000 - July 2002
Skills
Investments, Investment Advisory, Retirement Planning, Estate Planning, Estate Tax Planning, Tax Advisory, Tax, Strategic Financial..., Wealth Management, Trusts, Wealth, Financial Planning
Education
Capilano University 1998 — 2002
Business Administration
Douglas College 1999 — 2003
Business Administration
CSI Global Education (formerly Canadian Securities Institute)
CIM, FMA, FCSI, Investment / Financial Services
ScotiaMcLeod September 2004 - Present
Scotiabank July 2002 - August 2003
PBB Logistics June 2000 - July 2002
Skills
Investments, Investment Advisory, Retirement Planning, Estate Planning, Estate Tax Planning, Tax Advisory, Tax, Strategic Financial..., Wealth Management, Trusts, Wealth, Financial Planning
Education
Capilano University 1998 — 2002
Business Administration
Douglas College 1999 — 2003
Business Administration
CSI Global Education (formerly Canadian Securities Institute)
CIM, FMA, FCSI, Investment / Financial Services
Christos Farfaras Christos Farfaras's ScotiaMcLeod Experience May 2005 - Present
Job Portfolio Manager, Senior Wealth Advisor at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod May 2005 - Present
Skills
Wealth Management, Investment Strategies, Investment Advisory, High Net Worth..., Investments, Financial Advisory, Asset Allocation, Alternative Investments, Mutual Funds, Investment Management, Retirement Planning, Asset Management, Equities, Fixed Income, ETFs, Securities, Bonds, Wealth Management..., Retirement
Education
Concordia University
BComm Commerce, Finance
ScotiaMcLeod May 2005 - Present
Skills
Wealth Management, Investment Strategies, Investment Advisory, High Net Worth..., Investments, Financial Advisory, Asset Allocation, Alternative Investments, Mutual Funds, Investment Management, Retirement Planning, Asset Management, Equities, Fixed Income, ETFs, Securities, Bonds, Wealth Management..., Retirement
Education
Concordia University
BComm Commerce, Finance
Tim Vipond's ScotiaMcLeod Experience 2007 - 2010
Job Vice President, Corporate Finance
Industry Internet
Experience
Goldcorp Inc. 2012 - 2015
ScotiaMcLeod 2007 - 2010
CIBC World Markets Inc. 2005 - 2007
Education
The University of British Columbia 2011 — 2012
Master of Business Administration
Dartmouth College 2001 — 2005
Bachelor of Arts
Goldcorp Inc. 2012 - 2015
ScotiaMcLeod 2007 - 2010
CIBC World Markets Inc. 2005 - 2007
Education
The University of British Columbia 2011 — 2012
Master of Business Administration
Dartmouth College 2001 — 2005
Bachelor of Arts
Ralph Rimokh Ralph Rimokh's ScotiaMcLeod Experience January 2001 - November 2011
Job VicePresident and Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities November 2011 - Present
ScotiaMcLeod January 2001 - November 2011
Scotiabank January 1998 - January 2001
Bank of Montreal 1994 - 1998
Skills
Wealth Management, Investment Advisory, Retirement Planning, Investment Strategies, Asset Allocation, Investments, Financial Services, Wealth, ETFs, Mutual Funds, High Net Worth..., Wealth Management..., Portfolio Management, FX Options
Education
Concordia University 1991 — 1995
BComm, Finance
Vanier College 1988 — 1991
RBC Dominion Securities November 2011 - Present
ScotiaMcLeod January 2001 - November 2011
Scotiabank January 1998 - January 2001
Bank of Montreal 1994 - 1998
Skills
Wealth Management, Investment Advisory, Retirement Planning, Investment Strategies, Asset Allocation, Investments, Financial Services, Wealth, ETFs, Mutual Funds, High Net Worth..., Wealth Management..., Portfolio Management, FX Options
Education
Concordia University 1991 — 1995
BComm, Finance
Vanier College 1988 — 1991
Shelley Jia, CIM, FCSI,CIWM Shelley Jia, CIM, FCSI,CIWM's ScotiaMcLeod Experience 2006 - Present
Job Senior Wealth Advisor
Industry Investment Management
Experience
ScotiaMcleod 2006 - Present
RBC Dominion Securities January 2003 - March 2006
Skills
Investments, Estate Planning, Retirement Planning, Portfolio Management, Insurance planning, family trust advice, Personal Investment...
Education
Harbin University of Commerce 1982 — 1989
Master in Business, Business Management
ScotiaMcleod 2006 - Present
RBC Dominion Securities January 2003 - March 2006
Skills
Investments, Estate Planning, Retirement Planning, Portfolio Management, Insurance planning, family trust advice, Personal Investment...
Education
Harbin University of Commerce 1982 — 1989
Master in Business, Business Management
Alena Stolitsyna's ScotiaMcLeod Experience May 2012 - May 2014
Job Associate at RBC Dominion Securities
Industry Financial Services
Experience
ScotiaMcLeod May 2012 - May 2014
CIBC Wood Gundy May 2010 - May 2012
RE/MAX All Points Realty October 2008 - September 2009
Skills
Customer Service, Filing, Administrative Work, Real Estate, Referrals, Investment Properties, Sales, First Time Home Buyers, Investors, Management, New Home Sales, Listings, Residential Homes, Negotiation, Luxury, Microsoft Excel
Education
British Columbia Institute of Technology 2007 — 2010
Diploma, Financial Management
Canadian Securities Institute
Registered Representative, IIROC
ScotiaMcLeod May 2012 - May 2014
CIBC Wood Gundy May 2010 - May 2012
RE/MAX All Points Realty October 2008 - September 2009
Skills
Customer Service, Filing, Administrative Work, Real Estate, Referrals, Investment Properties, Sales, First Time Home Buyers, Investors, Management, New Home Sales, Listings, Residential Homes, Negotiation, Luxury, Microsoft Excel
Education
British Columbia Institute of Technology 2007 — 2010
Diploma, Financial Management
Canadian Securities Institute
Registered Representative, IIROC
Nicole Jardine Nicole Jardine's ScotiaMcLeod Experience September 2006 - July 2009
Job Sales Representative at Tartan Homes
Industry Real Estate
Experience
Tartan Homes October 2014 - Present
Tartan Homes February 2014 - Present
Fill Yer Boot Dessert & Coffee Shoppe September 2011 - March 2013
ScotiaMcLeod September 2006 - July 2009
RBC Dominion Securities June 2000 - May 2005
RBC Dominion Securities June 1994 - June 2000
Skills
Event Planning, Event Management, Corporate Events, Fundraising, Employee Training, Train the Trainer..., Community Development, Team Leadership, Team Building, Team Management, Community Service, Project Planning, Strategic Partnerships, Sales Process, Sales Presentations, Public Speaking
Education
Gloucester High School 1985 — 1990
Carleton University
Tartan Homes October 2014 - Present
Tartan Homes February 2014 - Present
Fill Yer Boot Dessert & Coffee Shoppe September 2011 - March 2013
ScotiaMcLeod September 2006 - July 2009
RBC Dominion Securities June 2000 - May 2005
RBC Dominion Securities June 1994 - June 2000
Skills
Event Planning, Event Management, Corporate Events, Fundraising, Employee Training, Train the Trainer..., Community Development, Team Leadership, Team Building, Team Management, Community Service, Project Planning, Strategic Partnerships, Sales Process, Sales Presentations, Public Speaking
Education
Gloucester High School 1985 — 1990
Carleton University
Douglas Lai Douglas Lai's ScotiaMcLeod Experience June 2015 - Present
Job Wealth Management Associate
Industry Investment Management
Experience
ScotiaMcLeod June 2015 - Present
Queen's Commerce Performing Artists May 2014 - May 2015
Kinetiq Breakdancing Club January 2012 - May 2015
RBC Dominion Securities May 2014 - August 2014
Queen's Commerce Performing Artists May 2013 - May 2014
North Shore Community Resources May 2013 - August 2013
Puma June 2012 - August 2012
Murdo Frazer Par 3 Golf Course 2008 - 2011
Skills
Leadership, Public Speaking, Time Management, Public Relations, Customer Service, Teamwork, Microsoft Office, Social Networking, Research, Data Analysis, Competitive Analysis, Human Resources, Finance, Sales, Analysis
Education
Queen's University 2011 — 2015
Bachelor of Commerce (BCom), Finance
Canadian Securities Course (CSC) 2014 — 2014
EDHEC Business School 2013 — 2013
Undergraduate Exchange Abroad, ESPEME 4 International Business Track
Handsworth Secondary School 2006 — 2011
Secondary School Diploma
ScotiaMcLeod June 2015 - Present
Queen's Commerce Performing Artists May 2014 - May 2015
Kinetiq Breakdancing Club January 2012 - May 2015
RBC Dominion Securities May 2014 - August 2014
Queen's Commerce Performing Artists May 2013 - May 2014
North Shore Community Resources May 2013 - August 2013
Puma June 2012 - August 2012
Murdo Frazer Par 3 Golf Course 2008 - 2011
Skills
Leadership, Public Speaking, Time Management, Public Relations, Customer Service, Teamwork, Microsoft Office, Social Networking, Research, Data Analysis, Competitive Analysis, Human Resources, Finance, Sales, Analysis
Education
Queen's University 2011 — 2015
Bachelor of Commerce (BCom), Finance
Canadian Securities Course (CSC) 2014 — 2014
EDHEC Business School 2013 — 2013
Undergraduate Exchange Abroad, ESPEME 4 International Business Track
Handsworth Secondary School 2006 — 2011
Secondary School Diploma
Cory Greenham Cory Greenham's ScotiaMcLeod Experience Investment AdvisorRBC Dominion SecuritiesJanuary 2010 - November 2013
Job Senior Wealth Advisor at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod Investment AdvisorRBC Dominion SecuritiesJanuary 2010 - November 2013
RBC Wealth Management March 2005 - January 2010
RBC May 2002 - March 2005
Skills
Investments, Wealth Management, Banking, Mortgage Lending, Mutual Funds
Education
Dalhousie University
MBA, Masters Business Administration
Wilfrid Laurier University
HBA, Honours Business Administration
ScotiaMcLeod Investment AdvisorRBC Dominion SecuritiesJanuary 2010 - November 2013
RBC Wealth Management March 2005 - January 2010
RBC May 2002 - March 2005
Skills
Investments, Wealth Management, Banking, Mortgage Lending, Mutual Funds
Education
Dalhousie University
MBA, Masters Business Administration
Wilfrid Laurier University
HBA, Honours Business Administration
Tanya Saba Tanya Saba's ScotiaMcLeod Experience June 2015 - Present
Job Team Manager at ScotiaMcLeod
Industry Marketing and Advertising
Experience
ScotiaMcLeod June 2015 - Present
Skate Canada September 2004 - Present
Montreal Ice Ballet January 2012 - Present
ScotiaMcLeod November 2013 - June 2015
Transat March 2011 - November 2013
Thèm concept March 2009 - February 2011
Feld Entertainment November 2009 - August 2010
Se Ce Apparel Ltd Co February 2008 - August 2008
Beiersdorf January 2007 - July 2007
Skills
Marketing Communications, Event Management, Event Planning, Marketing Strategy, Public Relations, Sponsorship, Advertising, Management, Integrated Marketing, Leadership, Project Management, Start-ups, Brand Management, Time Management, Teamwork
Education
Concordia University 2003 — 2006
Bachelor of Commerce, Major in Marketing, Graduated with Honors
McGill University 2009 — 2009
Graduate Certificate in Public Relations Management
ScotiaMcLeod June 2015 - Present
Skate Canada September 2004 - Present
Montreal Ice Ballet January 2012 - Present
ScotiaMcLeod November 2013 - June 2015
Transat March 2011 - November 2013
Thèm concept March 2009 - February 2011
Feld Entertainment November 2009 - August 2010
Se Ce Apparel Ltd Co February 2008 - August 2008
Beiersdorf January 2007 - July 2007
Skills
Marketing Communications, Event Management, Event Planning, Marketing Strategy, Public Relations, Sponsorship, Advertising, Management, Integrated Marketing, Leadership, Project Management, Start-ups, Brand Management, Time Management, Teamwork
Education
Concordia University 2003 — 2006
Bachelor of Commerce, Major in Marketing, Graduated with Honors
McGill University 2009 — 2009
Graduate Certificate in Public Relations Management
Donna Purchase, CPP, PHR Donna Purchase, CPP, PHR's ScotiaMcLeod Experience 1999 - 2001
Job Manager, Sales Consultants at ADP HR/BPO Solutions
Industry Outsourcing/Offshoring
Experience
ADP HR/BPO Solutions March 2014 - Present
ADP TotalSource May 2008 - Present
ADP TotalSource 2005 - 2008
ADP 2002 - 2005
ScotiaMcLeod 1999 - 2001
Charles Schwab 1996 - 1998
Skills
Time & Attendance, Salesforce.com, ADP Payroll, Benefits Administration, HRIS, HRO, PEO, Employee Benefits, Personnel Management, Human Resources, Customer Retention, Team Building, Training, Leadership, Payroll, Sales Presentations, Selling, Lead Generation, Sales Operations, Sales, Sales Process, Outsourcing, Solution Selling, Hiring, Account Management, CRM, SaaS, Coaching, Talent Acquisition, 401k, B2B, Direct Sales, Workforce Management, Recruiting, Applicant Tracking..., Employee Training, Building Relationships, Onboarding, BPO, Performance Management, HR Consulting, Call Centers
Education
Colorado State University
ADP HR/BPO Solutions March 2014 - Present
ADP TotalSource May 2008 - Present
ADP TotalSource 2005 - 2008
ADP 2002 - 2005
ScotiaMcLeod 1999 - 2001
Charles Schwab 1996 - 1998
Skills
Time & Attendance, Salesforce.com, ADP Payroll, Benefits Administration, HRIS, HRO, PEO, Employee Benefits, Personnel Management, Human Resources, Customer Retention, Team Building, Training, Leadership, Payroll, Sales Presentations, Selling, Lead Generation, Sales Operations, Sales, Sales Process, Outsourcing, Solution Selling, Hiring, Account Management, CRM, SaaS, Coaching, Talent Acquisition, 401k, B2B, Direct Sales, Workforce Management, Recruiting, Applicant Tracking..., Employee Training, Building Relationships, Onboarding, BPO, Performance Management, HR Consulting, Call Centers
Education
Colorado State University
Nickolas Rychlo, CIM®, AIFP™ Nickolas Rychlo, CIM®, AIFP™'s ScotiaMcLeod Experience June 2014 - Present
Job Wealth Advisor & Portfolio Manager, ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod June 2014 - Present
Macquarie Private Wealth Inc. January 2010 - September 2013
Blackmont Capital Inc. 2007 - 2010
Skills
Wealth Management, Investment Advisory, Equities, Investment Strategies, Asset Allocation, Valuation, Mutual Funds, Retirement Planning, ETFs, Investments, Financial Modeling, Asset Managment, Portfolio Management, Alternative Investments, Investment Management, Wealth, Securities, Bloomberg, Options, Derivatives, Wealth Accumulation..., Wealth Accumulation, Bonds, Finance, Asset Management, Hedge Funds, High Net Worth...
Education
CSI Global Institute
Chartered Investment Manager (CIM®)
CSI Global Institute
York University 2004 — 2007
Honours B.A. Economics, Dean's Honour Roll
George Brown College 2002 — 2004
Financial Planning Management Diploma
Fanshawe College 2000 — 2002
Financial Services Diploma
ScotiaMcLeod June 2014 - Present
Macquarie Private Wealth Inc. January 2010 - September 2013
Blackmont Capital Inc. 2007 - 2010
Skills
Wealth Management, Investment Advisory, Equities, Investment Strategies, Asset Allocation, Valuation, Mutual Funds, Retirement Planning, ETFs, Investments, Financial Modeling, Asset Managment, Portfolio Management, Alternative Investments, Investment Management, Wealth, Securities, Bloomberg, Options, Derivatives, Wealth Accumulation..., Wealth Accumulation, Bonds, Finance, Asset Management, Hedge Funds, High Net Worth...
Education
CSI Global Institute
Chartered Investment Manager (CIM®)
CSI Global Institute
York University 2004 — 2007
Honours B.A. Economics, Dean's Honour Roll
George Brown College 2002 — 2004
Financial Planning Management Diploma
Fanshawe College 2000 — 2002
Financial Services Diploma
Anthony Mazza Anthony Mazza's ScotiaMcLeod Experience 2010 - 2013
Job Vice President, Goodreid Investment Counsel
Industry Investment Management
Experience
Goodreid Investment Counsel 2013 - Present
Polycultural Immigrant & Community Services 2013 - Present
ScotiaMcleod 2010 - 2013
National Bank of Canada 2000 - 2009
CIBC 1995 - 2000
Skills
Private Wealth..., Portfolio Management, Financial Planning, Comprehensive Wealth..., Asset Management, Investments, Alternative Investments, Risk Management, Financial Modeling, Financial Analysis, Wealth Management..., Strategic Financial..., Asset Managment, Wealth Management, Investment Strategies, Fixed Income, Finance, Mutual Funds, Executive Management, Management, Capital Markets, Securities, Equities, Asset Allocation, Hedge Funds, Investment Advisory, Financial Markets, Investment Banking, Derivatives, Corporate Finance, Bloomberg, Financial Risk, Investment Management, Financial Advisory
Education
Concordia University 1980 — 1984
Bachelor, Economics and Finance
Goodreid Investment Counsel 2013 - Present
Polycultural Immigrant & Community Services 2013 - Present
ScotiaMcleod 2010 - 2013
National Bank of Canada 2000 - 2009
CIBC 1995 - 2000
Skills
Private Wealth..., Portfolio Management, Financial Planning, Comprehensive Wealth..., Asset Management, Investments, Alternative Investments, Risk Management, Financial Modeling, Financial Analysis, Wealth Management..., Strategic Financial..., Asset Managment, Wealth Management, Investment Strategies, Fixed Income, Finance, Mutual Funds, Executive Management, Management, Capital Markets, Securities, Equities, Asset Allocation, Hedge Funds, Investment Advisory, Financial Markets, Investment Banking, Derivatives, Corporate Finance, Bloomberg, Financial Risk, Investment Management, Financial Advisory
Education
Concordia University 1980 — 1984
Bachelor, Economics and Finance
Krista Holloway Deacon, MBA Krista Holloway Deacon, MBA's ScotiaMcLeod Experience July 2013 - Present
Job Investment Associate at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod July 2013 - Present
RBC Dominion Securities August 2011 - August 2012
BMO Nesbitt Burns February 2005 - July 2011
Skills
Wealth Management, Investment Advisory, Investment Strategies, Retirement Planning, Investments, Mutual Funds
Education
Queen's University - MBA 2009 — 2011
MBA, Business
Ecole supérieure de Commerce de Rennes / ESC Rennes 2003 — 2004
Business, Business
Memorial University of Newfoundland - B.Comm 1999 — 2004
B.Comm, Finance
ScotiaMcLeod July 2013 - Present
RBC Dominion Securities August 2011 - August 2012
BMO Nesbitt Burns February 2005 - July 2011
Skills
Wealth Management, Investment Advisory, Investment Strategies, Retirement Planning, Investments, Mutual Funds
Education
Queen's University - MBA 2009 — 2011
MBA, Business
Ecole supérieure de Commerce de Rennes / ESC Rennes 2003 — 2004
Business, Business
Memorial University of Newfoundland - B.Comm 1999 — 2004
B.Comm, Finance
Peter J. Lambert Peter J. Lambert's ScotiaMcLeod Experience 2006 - Present
Job Associate Director, Wealth Management & Senior Wealth Advisor
Industry Financial Services
Experience
ScotiaMcleod 2006 - Present
CIBC Wood Gundy January 1984 - October 2006
Acadia University 1978 - 1979
Skills
Wealth Management, Investment Advisory, Investment Strategies, High Net Worth..., Retirement Planning, Exchange Traded..., Baseball, ETFs, Asset Allocation, Alternative Investments, Finance, Estate Planning, Wealth, Mutual Funds
Education
Penn State University 1976 — 1980
Masters of Science, Physical Education, Motor Learning
Concordia University 1974 — 1976
Bachelor of Science, BIO-Phys-ed
The University of Western Ontario 1972 — 1974
ScotiaMcleod 2006 - Present
CIBC Wood Gundy January 1984 - October 2006
Acadia University 1978 - 1979
Skills
Wealth Management, Investment Advisory, Investment Strategies, High Net Worth..., Retirement Planning, Exchange Traded..., Baseball, ETFs, Asset Allocation, Alternative Investments, Finance, Estate Planning, Wealth, Mutual Funds
Education
Penn State University 1976 — 1980
Masters of Science, Physical Education, Motor Learning
Concordia University 1974 — 1976
Bachelor of Science, BIO-Phys-ed
The University of Western Ontario 1972 — 1974
Christopher Le Roy Christopher Le Roy's ScotiaMcLeod Experience May 2011 - Present
Job Senior Wealth Advisor at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod May 2011 - Present
Assante Wealth Management January 2008 - May 2011
AGF Management Limited March 2006 - January 2008
RBC Insurance June 2003 - March 2006
Equion Securities Canada Ltd. June 1998 - September 1999
Skills
Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Strategic Financial..., Wealth, ETFs, Insurance, Mutual Funds, Investment Strategies, Financial Services, Financial Planners, Investments, Asset Allocation, Finance, Investment Management, Securities, Financial Advisory, Alternative Investments, Asset Management, High Net Worth..., Portfolio Management, Equities, Financial Planning
Education
Concordia University 1999 — 2003
BA, Political Science
ScotiaMcLeod May 2011 - Present
Assante Wealth Management January 2008 - May 2011
AGF Management Limited March 2006 - January 2008
RBC Insurance June 2003 - March 2006
Equion Securities Canada Ltd. June 1998 - September 1999
Skills
Wealth Management, Retirement Planning, Investment Advisory, Estate Planning, Strategic Financial..., Wealth, ETFs, Insurance, Mutual Funds, Investment Strategies, Financial Services, Financial Planners, Investments, Asset Allocation, Finance, Investment Management, Securities, Financial Advisory, Alternative Investments, Asset Management, High Net Worth..., Portfolio Management, Equities, Financial Planning
Education
Concordia University 1999 — 2003
BA, Political Science
David Vollans David Vollans's ScotiaMcLeod Experience 1974 - 1982
Job Chief Operating Officer | Online Marketing | Social Media | Social Business | Website Monetization | Smashing Pixels Inc
Industry Online Media
Experience
Smashing Pixels Inc. August 2013 - Present
AudienceView Ticketing Corporation January 2012 - 2013
AdvizeIT (Formerly a division of BDO Dunwoody) 2003 - 2011
Sabre Services 2000 - 2003
Link-Connect 1996 - 2000
CIBC World Markets 1992 - 1994
Mizuho International 1987 - 1992
RBC Capital Markets 1986 - 1987
Kuwait Investment Authority 1982 - 1986
ScotiaMcLeod 1974 - 1982
Skills
Consultative Selling, Project Implementation, Customer Relations, New Business Development, Sales Management, Strategic Planning, Account Management, Product Development, Operations Management, Competitive Analysis, International Business, Customer Service, Selling, Vendor Management, Business Analysis, Change Management, Cross-functional Team..., Business Development, Management, Sales
Education
The University of Western Ontario 1969 — 1972
BA, Economics
Concordia University 1972 — 1974
B Comm, Business
Smashing Pixels Inc. August 2013 - Present
AudienceView Ticketing Corporation January 2012 - 2013
AdvizeIT (Formerly a division of BDO Dunwoody) 2003 - 2011
Sabre Services 2000 - 2003
Link-Connect 1996 - 2000
CIBC World Markets 1992 - 1994
Mizuho International 1987 - 1992
RBC Capital Markets 1986 - 1987
Kuwait Investment Authority 1982 - 1986
ScotiaMcLeod 1974 - 1982
Skills
Consultative Selling, Project Implementation, Customer Relations, New Business Development, Sales Management, Strategic Planning, Account Management, Product Development, Operations Management, Competitive Analysis, International Business, Customer Service, Selling, Vendor Management, Business Analysis, Change Management, Cross-functional Team..., Business Development, Management, Sales
Education
The University of Western Ontario 1969 — 1972
BA, Economics
Concordia University 1972 — 1974
B Comm, Business
Nathalia Zuñiga Ioannou Nathalia Zuñiga Ioannou's ScotiaMcLeod Experience 2013 - Present
Job Branch Administrator at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod 2013 - Present
RBC 2010 - 2012
Sun Life Financial 2009 - 2010
Manulife Financial 2006 - 2009
Manulife Financial 2004 - 2006
Manulife Financial 1999 - 2004
Skills
Banking, Retail Banking, Credit Risk, Portfolio Management, Wealth Management, Mutual Funds, Investments, Relationship Management, Customer Service, Risk Management, Equities, Fixed Income, Small Business Lending, Financial Services, Branch Banking, Securities, AML, Investment Advisory
Education
Canadian Securities Institute
Conestoga College
Business Administration and Management
ScotiaMcLeod 2013 - Present
RBC 2010 - 2012
Sun Life Financial 2009 - 2010
Manulife Financial 2006 - 2009
Manulife Financial 2004 - 2006
Manulife Financial 1999 - 2004
Skills
Banking, Retail Banking, Credit Risk, Portfolio Management, Wealth Management, Mutual Funds, Investments, Relationship Management, Customer Service, Risk Management, Equities, Fixed Income, Small Business Lending, Financial Services, Branch Banking, Securities, AML, Investment Advisory
Education
Canadian Securities Institute
Conestoga College
Business Administration and Management
Igor Juric Igor Juric's ScotiaMcLeod Experience March 2013 - August 2013
Job PFP @ You'reRich Consulting
Industry Financial Services
Experience
You'reRich Enterprises October 2014 - Present
Investors Group November 2013 - October 2014
ScotiaMcLeod March 2013 - August 2013
CIBC Wood Gundy January 2007 - March 2013
CIBC World Markets January 2006 - January 2007
Skills
Closing Deals, Market Analysis, Portfolio Management, Portfolio Optimization, Risk Mitigation, Selling, Profit Maximization, Mutual Funds, Equities, Financial Planning, Financial Modeling, Strategic Financial..., Leadership, Funding, Financial Analysis, Financial Advisory, Business Strategy
Education
University of Toronto at Scarborough 2010 — 2011
International/Global Studies
George Brown College 2001 — 2004
You'reRich Enterprises October 2014 - Present
Investors Group November 2013 - October 2014
ScotiaMcLeod March 2013 - August 2013
CIBC Wood Gundy January 2007 - March 2013
CIBC World Markets January 2006 - January 2007
Skills
Closing Deals, Market Analysis, Portfolio Management, Portfolio Optimization, Risk Mitigation, Selling, Profit Maximization, Mutual Funds, Equities, Financial Planning, Financial Modeling, Strategic Financial..., Leadership, Funding, Financial Analysis, Financial Advisory, Business Strategy
Education
University of Toronto at Scarborough 2010 — 2011
International/Global Studies
George Brown College 2001 — 2004
Dean S. Bennion Dean S. Bennion's ScotiaMcLeod Experience June 1987 - April 1989
Job Managing Partner at Kimball Creek Partners
Industry Investment Management
Experience
Kimball Creek Partners July 2013 - Present
Wells Fargo Advisors April 1997 - July 2013
Piper Jaffray 1995 - 1997
Shearson Lehman Brothers April 1989 - April 1995
ScotiaMcLeod June 1987 - April 1989
Skills
Portfolio Management, Investment Strategies, Investment Advisory, Structured Products, Wealth Management, Asset Allocation, Certified Financial..., Wealth Management..., High Net Worth..., Alternative Investments, Strategic Financial..., Retirement Planning, Series 63, Series 7, Series 9-10, Investments, Investment Management, Equities, Fixed Income, Securities, Financial Advisory, Finance, Risk Management
Education
Thunderbird School of Global Management 1986 — 1987
Master of International Management, International Finance and Trade
University of Washington 1983 — 1986
Bachelor of Arts (B.A.), Business (Finance concentration)
Brigham Young University 1982 — 1983
Pre- Business, Spanish
Kimball Creek Partners July 2013 - Present
Wells Fargo Advisors April 1997 - July 2013
Piper Jaffray 1995 - 1997
Shearson Lehman Brothers April 1989 - April 1995
ScotiaMcLeod June 1987 - April 1989
Skills
Portfolio Management, Investment Strategies, Investment Advisory, Structured Products, Wealth Management, Asset Allocation, Certified Financial..., Wealth Management..., High Net Worth..., Alternative Investments, Strategic Financial..., Retirement Planning, Series 63, Series 7, Series 9-10, Investments, Investment Management, Equities, Fixed Income, Securities, Financial Advisory, Finance, Risk Management
Education
Thunderbird School of Global Management 1986 — 1987
Master of International Management, International Finance and Trade
University of Washington 1983 — 1986
Bachelor of Arts (B.A.), Business (Finance concentration)
Brigham Young University 1982 — 1983
Pre- Business, Spanish
Beatrice Vanderwal Beatrice Vanderwal's ScotiaMcLeod Experience February 1997 - Present
Job Investment Associate at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod February 1997 - Present
NewCap Broadcasting June 1988 - June 1996
Skills
Portfolio Management, Bank Secrecy Act, Investments, Mutual Funds, Wealth Management, Securities, Investment Advisory, Investment Strategies, ETFs, Equities, Bonds, Wealth Management..., Retirement Planning, Fixed Income, Asset Management, Wealth, Strategic Financial..., Estate Planning, Asset Allocation, Investment Management, Insurance
Education
Acadia University 1984 — 1988
BSA, ADMINISTRATION & BUSINESS COMMUNICATIONS
ScotiaMcLeod February 1997 - Present
NewCap Broadcasting June 1988 - June 1996
Skills
Portfolio Management, Bank Secrecy Act, Investments, Mutual Funds, Wealth Management, Securities, Investment Advisory, Investment Strategies, ETFs, Equities, Bonds, Wealth Management..., Retirement Planning, Fixed Income, Asset Management, Wealth, Strategic Financial..., Estate Planning, Asset Allocation, Investment Management, Insurance
Education
Acadia University 1984 — 1988
BSA, ADMINISTRATION & BUSINESS COMMUNICATIONS
William Poloni William Poloni's ScotiaMcLeod Experience July 2013 - October 2013
Job ScotiaMcLeod
Industry Banking
Experience
ScotiaMcLeod July 2013 - October 2013
RBC Dominion Securities February 2012 - July 2013
Mellohawk Logistics Inc August 2011 - August 2011
Brazilian Federal Government March 2011 - March 2011
Banco Safra S/A July 2007 - January 2009
Finasa Promotora de Vendas LTDA August 2005 - June 2007
UNORP - University Of Northern Sao Paulo February 2004 - June 2005
Skills
Credit, Negotiation, Leadership, Banking, Risk Management, Management, Trading, Accounting, Finance, Microsoft Excel, Portfolio Management, Marketing Strategy, Sales
Education
Centennial College 2011 — 2011
Postgraduate, International Business Management
ANBIMA 2010 — 2010
CPA10, Bank certificate
TBC Gradual Investment 2010 — 2010
Course, Stock Exchange Course
UNORP - Universidade de São José do Rio Preto 2004 — 2008
Bachelor, Law
George Brown College
International Banking and Finance, International Economic
ScotiaMcLeod July 2013 - October 2013
RBC Dominion Securities February 2012 - July 2013
Mellohawk Logistics Inc August 2011 - August 2011
Brazilian Federal Government March 2011 - March 2011
Banco Safra S/A July 2007 - January 2009
Finasa Promotora de Vendas LTDA August 2005 - June 2007
UNORP - University Of Northern Sao Paulo February 2004 - June 2005
Skills
Credit, Negotiation, Leadership, Banking, Risk Management, Management, Trading, Accounting, Finance, Microsoft Excel, Portfolio Management, Marketing Strategy, Sales
Education
Centennial College 2011 — 2011
Postgraduate, International Business Management
ANBIMA 2010 — 2010
CPA10, Bank certificate
TBC Gradual Investment 2010 — 2010
Course, Stock Exchange Course
UNORP - Universidade de São José do Rio Preto 2004 — 2008
Bachelor, Law
George Brown College
International Banking and Finance, International Economic
Dave Wysota's ScotiaMcLeod Experience April 2012 - November 2012
Job Associate at Roynat Capital
Industry Financial Services
Experience
Roynat Capital November 2013 - Present
Roynat Capital November 2012 - November 2013
ScotiaMcLeod April 2012 - November 2012
ScotiaMcLeod April 2010 - October 2012
ScotiaMcLeod May 2009 - August 2009
Scotiabank June 2008 - August 2008
Skills
Microsoft Excel, Financial Analysis, Strategic Financial..., Accounting, Financial Modeling, Business Strategy, Analysis, Market Research, Teamwork, Customer Service, Credit Analysis, Subordinated Debt, Finance, Entrepreneurship, Investments, Risk Management, Corporate Finance, Valuation
Education
University of Victoria Victoria, British 2007 — 2011
Bachelor of Commerce, With Distinction
City University of Hong Kong 2010 — 2011
Bachelor of Commerce
Roynat Capital November 2013 - Present
Roynat Capital November 2012 - November 2013
ScotiaMcLeod April 2012 - November 2012
ScotiaMcLeod April 2010 - October 2012
ScotiaMcLeod May 2009 - August 2009
Scotiabank June 2008 - August 2008
Skills
Microsoft Excel, Financial Analysis, Strategic Financial..., Accounting, Financial Modeling, Business Strategy, Analysis, Market Research, Teamwork, Customer Service, Credit Analysis, Subordinated Debt, Finance, Entrepreneurship, Investments, Risk Management, Corporate Finance, Valuation
Education
University of Victoria Victoria, British 2007 — 2011
Bachelor of Commerce, With Distinction
City University of Hong Kong 2010 — 2011
Bachelor of Commerce
Andrea Goodman Andrea Goodman's ScotiaMcLeod Experience July 2007 - Present
Job Investment Advisor at Scotia McLeod
Industry Financial Services
Experience
ScotiaMcLeod July 2007 - Present
GoodLife Fitness 1996 - Present
CIBC Wood Gundy April 1999 - July 2007
Skills
Investments, Wealth Management, Retirement Planning, Portfolio Management, Equities, Licensed Life..., Options Strategies, Strategic Financial..., Asset Allocation, Entrepreneurship, Finance, Financial Analysis, Mutual Funds, Financial Planners, Fixed Income, Investment Advisory, Bonds, Investment Strategies, Financial Divorce...
Education
Simon Fraser University 1986 — 1990
Bachelor of Business Administration (BBA), joint major Busines & Economics
Carleton University 1983 — 1985
engineering
ScotiaMcLeod July 2007 - Present
GoodLife Fitness 1996 - Present
CIBC Wood Gundy April 1999 - July 2007
Skills
Investments, Wealth Management, Retirement Planning, Portfolio Management, Equities, Licensed Life..., Options Strategies, Strategic Financial..., Asset Allocation, Entrepreneurship, Finance, Financial Analysis, Mutual Funds, Financial Planners, Fixed Income, Investment Advisory, Bonds, Investment Strategies, Financial Divorce...
Education
Simon Fraser University 1986 — 1990
Bachelor of Business Administration (BBA), joint major Busines & Economics
Carleton University 1983 — 1985
engineering
Joelle Adelson's ScotiaMcLeod Experience November 1997 - May 2002
Job Collaborative Family Lawyer and Mediator
Industry Law Practice
Experience
Joelle Adelson, Lawyer and Mediator October 2003 - Present
ScotiaMcLeod November 1997 - May 2002
O'Connor MacLeod Hanna LLP 1991 - 1997
Goodman and Carr LLP July 1985 - June 1989
Skills
Estate Planning, Collaborative Law, Mediation, Family Law, Wills, Estate Administration, Powers of Attorney, Estate Law, Alternative Dispute..., Trusts, Legal Advice, Dispute Resolution, Prenuptial Agreements, Separation, Dispute
Education
McGill University 1981 — 1985
LL.B., BCL, Law
Concordia University 1976 — 1980
B.Comm., Marketing
Joelle Adelson, Lawyer and Mediator October 2003 - Present
ScotiaMcLeod November 1997 - May 2002
O'Connor MacLeod Hanna LLP 1991 - 1997
Goodman and Carr LLP July 1985 - June 1989
Skills
Estate Planning, Collaborative Law, Mediation, Family Law, Wills, Estate Administration, Powers of Attorney, Estate Law, Alternative Dispute..., Trusts, Legal Advice, Dispute Resolution, Prenuptial Agreements, Separation, Dispute
Education
McGill University 1981 — 1985
LL.B., BCL, Law
Concordia University 1976 — 1980
B.Comm., Marketing
Kerry Langelier Kerry Langelier's ScotiaMcLeod Experience February 2010 - October 2010
Job Client Marketing Specialist at LoyaltyOne
Industry Marketing and Advertising
Experience
LoyaltyOne October 2011 - June 2015
Genetec October 2010 - July 2011
ScotiaMcLeod February 2010 - October 2010
Ogilvy Healthworld 2007 - 2009
bMod Communications 2007 - 2007
TD Canada Trust 2001 - 2006
Skills
Project Management, Marketing Strategy, Advertising, Marketing, Strategic Planning, Direct Marketing, Public Relations, Marketing Communications, Leadership, Digital Marketing, Online Marketing, Social Media Marketing, Email Marketing, Mobile Marketing, Social Media, Online Advertising, Event Planning
Education
Concordia University 2001 — 2005
Bachelor of Commerce, Marketing
LoyaltyOne October 2011 - June 2015
Genetec October 2010 - July 2011
ScotiaMcLeod February 2010 - October 2010
Ogilvy Healthworld 2007 - 2009
bMod Communications 2007 - 2007
TD Canada Trust 2001 - 2006
Skills
Project Management, Marketing Strategy, Advertising, Marketing, Strategic Planning, Direct Marketing, Public Relations, Marketing Communications, Leadership, Digital Marketing, Online Marketing, Social Media Marketing, Email Marketing, Mobile Marketing, Social Media, Online Advertising, Event Planning
Education
Concordia University 2001 — 2005
Bachelor of Commerce, Marketing
Nigel Kettle Nigel Kettle's ScotiaMcLeod Experience November 2004 - October 2008
Job Wealth & Philanthropy Advisor
Industry Investment Management
Experience
Kettle Wealth Management Ltd. December 2008 - Present
ScotiaMcLeod November 2004 - October 2008
Laurentian Bank Securities March 2003 - October 2004
RBC Capital Markets January 1997 - February 2003
Scotia Capital September 1991 - January 1997
CIBC June 1986 - August 1991
Skills
Investment Strategies, Wealth Management, Retirement, Pensions, Bonds
Education
Carleton University 1978 — 1982
Bachelor of Commerce, Honours, Finance & Accounting
Kettle Wealth Management Ltd. December 2008 - Present
ScotiaMcLeod November 2004 - October 2008
Laurentian Bank Securities March 2003 - October 2004
RBC Capital Markets January 1997 - February 2003
Scotia Capital September 1991 - January 1997
CIBC June 1986 - August 1991
Skills
Investment Strategies, Wealth Management, Retirement, Pensions, Bonds
Education
Carleton University 1978 — 1982
Bachelor of Commerce, Honours, Finance & Accounting
Andrew Scott Andrew Scott's ScotiaMcLeod Experience May 2011 - July 2013
Job President & CoFounder at MetForth International Inc.
Industry Import and Export
Experience
MetForth International Inc. August 2014 - Present
ScotiaMcLeod May 2011 - July 2013
Education
Grenoble Ecole de Management 2013 — 2015
Master's degree, International Business
Dalhousie University 2006 — 2011
Bachelor of Arts (BA), Economics
University of Virginia 2010 — 2010
Semester At Sea Program
MetForth International Inc. August 2014 - Present
ScotiaMcLeod May 2011 - July 2013
Education
Grenoble Ecole de Management 2013 — 2015
Master's degree, International Business
Dalhousie University 2006 — 2011
Bachelor of Arts (BA), Economics
University of Virginia 2010 — 2010
Semester At Sea Program
Gordon Wysota Gordon Wysota's ScotiaMcLeod Experience April 2010 - August 2010
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
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
Justin Stanimir's ScotiaMcLeod Experience September 2006 - January 2008
Job Account Executive at Rouge Media Group
Industry Marketing and Advertising
Experience
Rouge Media Group March 2014 - Present
Rouge Media Group June 2012 - May 2014
RB Event Management January 2011 - September 2011
Campus Vacations September 2008 - February 2009
ScotiaMcLeod September 2006 - January 2008
Skills
Social Media Marketing, French, Social Networking, Microsoft Office, CRM, Group Dynamics, Microsoft Operating..., Team Management, Sales Management, Public Relations, Sales Operations, Advertising Sales, Mac OS X, Promotions, Outdoor Advertising, OOH, Network Development, Operations Management, Advertising, Marketing, Sales, Marketing Strategy, Marketing Communications, Account Management, Marketing Research, Social Media, Market Research, OS X, Digital Marketing, Online Advertising, Strategic Planning
Education
Concordia University 2008 — 2012
BA, Economics
McGill University 2005 — 2007
Kinesiology & Exercise Science
Rouge Media Group March 2014 - Present
Rouge Media Group June 2012 - May 2014
RB Event Management January 2011 - September 2011
Campus Vacations September 2008 - February 2009
ScotiaMcLeod September 2006 - January 2008
Skills
Social Media Marketing, French, Social Networking, Microsoft Office, CRM, Group Dynamics, Microsoft Operating..., Team Management, Sales Management, Public Relations, Sales Operations, Advertising Sales, Mac OS X, Promotions, Outdoor Advertising, OOH, Network Development, Operations Management, Advertising, Marketing, Sales, Marketing Strategy, Marketing Communications, Account Management, Marketing Research, Social Media, Market Research, OS X, Digital Marketing, Online Advertising, Strategic Planning
Education
Concordia University 2008 — 2012
BA, Economics
McGill University 2005 — 2007
Kinesiology & Exercise Science
Iris Blaney Iris Blaney's ScotiaMcLeod Experience March 2014 - Present
Job Branch Administrator at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod March 2014 - Present
ScotiaMcLeod 2006 - February 2014
Skills
Wealth Management, Investments, Administrative..., Customer Service, Organization, Research, Branch Operation, Peer Mentoring, Finance, Strategic Financial..., Estate Planning, Financial Analysis, Wealth, Risk Management, Financial Advisory, Mutual Funds, Banking, Financial Planning, Retirement Planning, Financial Services
Education
Simon Fraser University 2003 — 2006
Bachelor of Arts (B.A.), Economics and Mathematics
Douglas College 2000 — 2003
Diploma for Business Administration, Commerce and Business Administration
Cariboo Hill Secondary School 1998 — 2000
High School Diploma
ScotiaMcLeod March 2014 - Present
ScotiaMcLeod 2006 - February 2014
Skills
Wealth Management, Investments, Administrative..., Customer Service, Organization, Research, Branch Operation, Peer Mentoring, Finance, Strategic Financial..., Estate Planning, Financial Analysis, Wealth, Risk Management, Financial Advisory, Mutual Funds, Banking, Financial Planning, Retirement Planning, Financial Services
Education
Simon Fraser University 2003 — 2006
Bachelor of Arts (B.A.), Economics and Mathematics
Douglas College 2000 — 2003
Diploma for Business Administration, Commerce and Business Administration
Cariboo Hill Secondary School 1998 — 2000
High School Diploma
Corey Cunningham Corey Cunningham's ScotiaMcLeod Experience October 2008 - July 2010
Job Director, International Securities Operations & Global Capital Markets Business Support at Scotiabank
Industry Financial Services
Experience
Scotia Capital August 2010 - Present
Scotiabank August 2010 - Present
ScotiaMcLeod October 2008 - July 2010
Scotia Capital October 2008 - July 2010
Scotiabank October 2008 - June 2010
National Bank of Canada 2001 - October 2008
National Bank Financial April 1999 - October 2008
First Marathon Securities 1994 - 1999
Skills
Securities, Equities, Capital Markets, FINRA, Fixed Income
Education
Canadian Securities Institute 1995 — 1999
CSC, CPH, Securities Industry
Centennial College 1991 — 1994
Business, Marketing, Accounting
Scotia Capital August 2010 - Present
Scotiabank August 2010 - Present
ScotiaMcLeod October 2008 - July 2010
Scotia Capital October 2008 - July 2010
Scotiabank October 2008 - June 2010
National Bank of Canada 2001 - October 2008
National Bank Financial April 1999 - October 2008
First Marathon Securities 1994 - 1999
Skills
Securities, Equities, Capital Markets, FINRA, Fixed Income
Education
Canadian Securities Institute 1995 — 1999
CSC, CPH, Securities Industry
Centennial College 1991 — 1994
Business, Marketing, Accounting
Anna-Paula Gomes Anna-Paula Gomes's ScotiaMcLeod Experience June 2008 - Present
Job Senior Associate at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod June 2008 - Present
Skills
Wealth Management...
Education
Fanshawe College
Financial Services, Finance
ScotiaMcLeod June 2008 - Present
Skills
Wealth Management...
Education
Fanshawe College
Financial Services, Finance
Graham Casson Graham Casson's ScotiaMcLeod Experience September 1997 - December 1999
Job President & CEO, Exclusive Jetz Inc.
Industry Airlines/Aviation
Experience
Exclusive Jetz January 2000 - Present
Western University September 2014 - Present
ScotiaMcLeod September 1997 - December 1999
Eli Lilly and Company January 1993 - September 1997
Nabisco Biscuit Company January 1991 - 1993
Skills
Management Consulting, Sales Management, Marketing, Contract Negotiation, Start-ups, Team Building, Mergers & Acquisitions, Entrepreneurship, Business Strategy, Strategy, Cross-functional Team..., Business Planning, Contract Management, Account Management, Strategic Partnerships, Marketing Strategy, Management, Operations Management, Product Marketing, Competitive Analysis, Product Development, Strategic Planning, Sales, New Business Development, Product Management, Process Improvement, Negotiation, Business Development, Program Management, Commercial Aviation, Forecasting, Leadership, Aviation, Aircraft, Budgets, Change Management, Charter, E-commerce, Leadership Development, Piloting, Thought Leadership
Education
Athabasca University 1997 — 1999
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
University of Windsor 1987 — 1991
Honors Bachelor of Commerce (B.Com.), Business Administration and Management, General
Exclusive Jetz January 2000 - Present
Western University September 2014 - Present
ScotiaMcLeod September 1997 - December 1999
Eli Lilly and Company January 1993 - September 1997
Nabisco Biscuit Company January 1991 - 1993
Skills
Management Consulting, Sales Management, Marketing, Contract Negotiation, Start-ups, Team Building, Mergers & Acquisitions, Entrepreneurship, Business Strategy, Strategy, Cross-functional Team..., Business Planning, Contract Management, Account Management, Strategic Partnerships, Marketing Strategy, Management, Operations Management, Product Marketing, Competitive Analysis, Product Development, Strategic Planning, Sales, New Business Development, Product Management, Process Improvement, Negotiation, Business Development, Program Management, Commercial Aviation, Forecasting, Leadership, Aviation, Aircraft, Budgets, Change Management, Charter, E-commerce, Leadership Development, Piloting, Thought Leadership
Education
Athabasca University 1997 — 1999
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
University of Windsor 1987 — 1991
Honors Bachelor of Commerce (B.Com.), Business Administration and Management, General
Jorge Pessegueiro, CFA Jorge Pessegueiro, CFA's ScotiaMcLeod Experience November 2012 - July 2015
Job Investment Associate at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod November 2012 - July 2015
Richardson GMP Limited September 2006 - November 2012
Credential 2004 - 2006
Skills
Investment Advisory, Investment Strategies, Investments, Wealth Management, Mutual Funds, Equities, Securities, Portfolio Management, Asset Management, Asset Allocation, Alternative Investments, Retirement Planning
Education
CFA Institute 2007 — 2010
Chartered Financial Analyst
British Columbia Institute of Technology / BCIT 2001 — 2003
Financial Management, Corporate Finance
ScotiaMcLeod November 2012 - July 2015
Richardson GMP Limited September 2006 - November 2012
Credential 2004 - 2006
Skills
Investment Advisory, Investment Strategies, Investments, Wealth Management, Mutual Funds, Equities, Securities, Portfolio Management, Asset Management, Asset Allocation, Alternative Investments, Retirement Planning
Education
CFA Institute 2007 — 2010
Chartered Financial Analyst
British Columbia Institute of Technology / BCIT 2001 — 2003
Financial Management, Corporate Finance
Danielle Goddard CFP, CEPA Danielle Goddard CFP, CEPA's ScotiaMcLeod Experience August 1999 - May 2008
Job Regional Director Russell Investments
Industry Financial Services
Experience
Russell Investments January 2015 - Present
TD Asset Management January 2014 - January 2015
Pivotal Planning Inc. May 2010 - January 2015
Proud to be Me October 2011 - March 2014
CIBC Wood Gundy May 2008 - May 2010
ScotiaMcLeod August 1999 - May 2008
Skills
Retirement Planning, Strategic Financial..., Investments, Project Planning, Wealth Management, Investment Advisory, Estate Planning, Financial Planners, Investment Strategies, Event Management, Succession Planning, Economics, Alternative Investments, Insurance, Event Planning, Non-profit..., Public Speaking, Fundraising, Charity Work, Marketing Strategy, Money Management, Investment Management, Asset Allocation, Finance, Financial Advisory, Wealth Management..., Retirement, Mutual Funds
Education
Algonquin College of Applied Arts and Technology
Diploma, Finance
Carleton University
BA, Economics
Russell Investments January 2015 - Present
TD Asset Management January 2014 - January 2015
Pivotal Planning Inc. May 2010 - January 2015
Proud to be Me October 2011 - March 2014
CIBC Wood Gundy May 2008 - May 2010
ScotiaMcLeod August 1999 - May 2008
Skills
Retirement Planning, Strategic Financial..., Investments, Project Planning, Wealth Management, Investment Advisory, Estate Planning, Financial Planners, Investment Strategies, Event Management, Succession Planning, Economics, Alternative Investments, Insurance, Event Planning, Non-profit..., Public Speaking, Fundraising, Charity Work, Marketing Strategy, Money Management, Investment Management, Asset Allocation, Finance, Financial Advisory, Wealth Management..., Retirement, Mutual Funds
Education
Algonquin College of Applied Arts and Technology
Diploma, Finance
Carleton University
BA, Economics
Rob McGruer Rob McGruer's ScotiaMcLeod Experience November 1997 - Present
Job Associate Director at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod November 1997 - Present
Frito Lay February 1994 - August 1997
Frito Lay 1996 - 1997
Skills
Disciplined Investment..., Retirement Planning, Life Insurance Planning, Pension Transfers
Education
Carleton University 1983 — 1986
B. Comm, Business
Champlain Regional College 1981 — 1983
Commerce Degree
Howard S. Billings 1976 — 1981
ScotiaMcLeod November 1997 - Present
Frito Lay February 1994 - August 1997
Frito Lay 1996 - 1997
Skills
Disciplined Investment..., Retirement Planning, Life Insurance Planning, Pension Transfers
Education
Carleton University 1983 — 1986
B. Comm, Business
Champlain Regional College 1981 — 1983
Commerce Degree
Howard S. Billings 1976 — 1981
Sheila Connolly's ScotiaMcLeod Experience August 2004 - November 2008
Job Production Consultant / Creative Advisor Cleared4TakeOff
Industry Entertainment
Experience
Cleared4TakeOff September 2010 - Present
ArtsGames 2014 - 2014
freelancer, tv and film 1997 - 2009
ScotiaMcLeod August 2004 - November 2008
Skills
Teamwork, Structured Finance, Investments, Asset Managment, Research, Event Planning, Budgets, Finance, Social Media, Event Management, Microsoft Office, Risk Management, Social Media Marketing, Time Management, Entrepreneurship, Film Production, Television, Film, Video, Asset Management, Short Films, Feature Films, Broadcast, Documentaries, Editing, Entertainment, Writing
Education
Algonquin College of Applied Arts and Technology 2009 — 2010
Grad degree, Documanetary Film Production
University of Ottawa / Université d'Ottawa 1985 — 1987
Cleared4TakeOff September 2010 - Present
ArtsGames 2014 - 2014
freelancer, tv and film 1997 - 2009
ScotiaMcLeod August 2004 - November 2008
Skills
Teamwork, Structured Finance, Investments, Asset Managment, Research, Event Planning, Budgets, Finance, Social Media, Event Management, Microsoft Office, Risk Management, Social Media Marketing, Time Management, Entrepreneurship, Film Production, Television, Film, Video, Asset Management, Short Films, Feature Films, Broadcast, Documentaries, Editing, Entertainment, Writing
Education
Algonquin College of Applied Arts and Technology 2009 — 2010
Grad degree, Documanetary Film Production
University of Ottawa / Université d'Ottawa 1985 — 1987
Rene Roland's ScotiaMcLeod Experience April 2011 - October 2012
Job Financial Advisor
Industry Banking
Experience
TD November 2012 - Present
Friendship Circle Montreal 2011 - Present
ScotiaMcLeod April 2011 - October 2012
R&R Nettoyage December 2007 - June 2010
Title Trading May 2004 - December 2006
Skills
Investments, Strategic Financial..., Investment Strategies, Mutual Funds, Portfolio Management, Retirement Planning, Finance, Banking, Financial Planning, Management, Wealth, Financial Analysis
Education
Concordia University 2008 — 2010
BCOMM, Finance
AMF - Autorité des Marchés Financiers
CSI - Canadian Securities Institute
TD November 2012 - Present
Friendship Circle Montreal 2011 - Present
ScotiaMcLeod April 2011 - October 2012
R&R Nettoyage December 2007 - June 2010
Title Trading May 2004 - December 2006
Skills
Investments, Strategic Financial..., Investment Strategies, Mutual Funds, Portfolio Management, Retirement Planning, Finance, Banking, Financial Planning, Management, Wealth, Financial Analysis
Education
Concordia University 2008 — 2010
BCOMM, Finance
AMF - Autorité des Marchés Financiers
CSI - Canadian Securities Institute
David Burrows David Burrows's ScotiaMcLeod Experience September 1986 - December 1990
Job President at Barometer Capital Management
Industry Investment Management
Experience
Barometer Capital Management 1991 - Present
ScotiaMcLeod September 1986 - December 1990
Skills
Asset Managment, Investments, Equities, Portfolio Management, Capital Markets, Hedge Funds, Financial Modeling, Equity Research, Investment Strategies, Risk Management, Investment Advisory, Retirement Planning, Alternative Investments, Wealth Management, ETFs, Financial Markets, Asset Management, Strategy, Equity Trading, Private Placements, Investment Management, Financial Risk, Trading Strategies, Asset Allocation
Education
Bishop's University 1983 — 1986
Bachelor of Business Administration (BBA), FInance and Marketing
Royal St Georges College 1977 — 1983
Barometer Capital Management 1991 - Present
ScotiaMcLeod September 1986 - December 1990
Skills
Asset Managment, Investments, Equities, Portfolio Management, Capital Markets, Hedge Funds, Financial Modeling, Equity Research, Investment Strategies, Risk Management, Investment Advisory, Retirement Planning, Alternative Investments, Wealth Management, ETFs, Financial Markets, Asset Management, Strategy, Equity Trading, Private Placements, Investment Management, Financial Risk, Trading Strategies, Asset Allocation
Education
Bishop's University 1983 — 1986
Bachelor of Business Administration (BBA), FInance and Marketing
Royal St Georges College 1977 — 1983
Raymond Dela Paz Raymond Dela Paz's ScotiaMcLeod Experience June 2005 - February 2008
Job Portfolio Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2014 - Present
Right Angle Consultants Inc. January 2008 - January 2015
RBC Wealth Management June 2012 - April 2014
RBC Wealth Management May 2011 - June 2012
CIBC World Markets September 2010 - April 2011
RBC Capital Markets September 2009 - September 2010
RBC Capital Markets February 2008 - August 2009
ScotiaMcLeod June 2005 - February 2008
TrainingFolks June 2004 - June 2005
RBC Dominion Securities July 1998 - May 2004
Skills
Wealth Management, Capital Markets, Financial Analysis, Business Analysis, AML, Asset Managment, Back Office, Business Process, CRM, Equities, Financial Risk, Financial Services, Investments, Management Consulting, Portfolio Management, Project Management, SDLC, Securities, Strategy, Trading Systems
Education
George Brown College 1993 — 1995
Business Administration, Marketing and Investment Sales
RBC Wealth Management May 2014 - Present
Right Angle Consultants Inc. January 2008 - January 2015
RBC Wealth Management June 2012 - April 2014
RBC Wealth Management May 2011 - June 2012
CIBC World Markets September 2010 - April 2011
RBC Capital Markets September 2009 - September 2010
RBC Capital Markets February 2008 - August 2009
ScotiaMcLeod June 2005 - February 2008
TrainingFolks June 2004 - June 2005
RBC Dominion Securities July 1998 - May 2004
Skills
Wealth Management, Capital Markets, Financial Analysis, Business Analysis, AML, Asset Managment, Back Office, Business Process, CRM, Equities, Financial Risk, Financial Services, Investments, Management Consulting, Portfolio Management, Project Management, SDLC, Securities, Strategy, Trading Systems
Education
George Brown College 1993 — 1995
Business Administration, Marketing and Investment Sales
Georges Andre Louis Georges Andre Louis's ScotiaMcLeod Experience November 2009 - Present
Job Senior Derivatives Compliance Officer at Scotiabank
Industry Financial Services
Experience
ScotiaMcLeod November 2009 - Present
ScotiaMcLeod June 2009 - August 2010
Ontario Securities Commission November 2004 - February 2008
Skills
Customer Relations, Compliance, Securities Law, Securities, Derivatives, Securities Regulation, Customer Service, Risk Management, Trading, Spanish, Capital Markets, Equities, Asset Management, Mutual Funds, Leadership, Research, Investments, Fixed Income, Business Planning, Financial Risk, Financial Markets, Options, Finance
Education
California State University-East Bay 2000 — 2002
MBA, International Business
California State University-East Bay 2000 — 2002
M.B.A., International Business
University of Richmond 1993 — 1997
BA, Economics
ScotiaMcLeod November 2009 - Present
ScotiaMcLeod June 2009 - August 2010
Ontario Securities Commission November 2004 - February 2008
Skills
Customer Relations, Compliance, Securities Law, Securities, Derivatives, Securities Regulation, Customer Service, Risk Management, Trading, Spanish, Capital Markets, Equities, Asset Management, Mutual Funds, Leadership, Research, Investments, Fixed Income, Business Planning, Financial Risk, Financial Markets, Options, Finance
Education
California State University-East Bay 2000 — 2002
MBA, International Business
California State University-East Bay 2000 — 2002
M.B.A., International Business
University of Richmond 1993 — 1997
BA, Economics
Jessica Zackheim Jessica Zackheim's ScotiaMcLeod Experience April 2011 - March 2013
Job Founder at Jessica Zackheim Inc.
Industry Investment Management
Experience
Jessica Zackheim Inc. March 2014 - Present
Kobo Inc. April 2013 - February 2014
ScotiaMcLeod April 2011 - March 2013
RBC Dominion Securities April 1998 - April 2011
Skills
Social Media, Events, Corporate Events, Fundraisers, Wealth Management, Business Development, Sales, Marketing, Trading, Strategic Planning, event manager, Alternative Investments, Marketing Communications, Strategy, Leadership, Management, Client-oriented, Branding & Identity..., Executive..., Fundraising, Social Media Marketing, Start-ups, Entrepreneurship, New Business Development, Organization, Multi-tasked, Securities License, Conferences
Education
York University 1996 — 1998
Bachelor of Arts (B.A.)
Dalhousie University 1995 — 1996
Bachelor of Arts (B.A.)
Branksome Hall
Jessica Zackheim Inc. March 2014 - Present
Kobo Inc. April 2013 - February 2014
ScotiaMcLeod April 2011 - March 2013
RBC Dominion Securities April 1998 - April 2011
Skills
Social Media, Events, Corporate Events, Fundraisers, Wealth Management, Business Development, Sales, Marketing, Trading, Strategic Planning, event manager, Alternative Investments, Marketing Communications, Strategy, Leadership, Management, Client-oriented, Branding & Identity..., Executive..., Fundraising, Social Media Marketing, Start-ups, Entrepreneurship, New Business Development, Organization, Multi-tasked, Securities License, Conferences
Education
York University 1996 — 1998
Bachelor of Arts (B.A.)
Dalhousie University 1995 — 1996
Bachelor of Arts (B.A.)
Branksome Hall
Kathryn Carver Kathryn Carver's ScotiaMcLeod Experience June 2012 - November 2013
Job Associate Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns November 2013 - Present
ScotiaMcLeod June 2012 - November 2013
BMO Nesbitt Burns April 2011 - June 2012
JOLT Marketing April 2011 - July 2011
The Sharp Group May 2008 - October 2008
Lester B. Pearson School Board April 2008 - May 2008
K Rock 105.5 FM, Newcap Radio May 2007 - September 2007
Skills
Marketing Communications, Project Management, Training, Customer Service, Business Development, New Business Development, Research, Budget Process, Corporate Events, Advertising, CRM
Education
Concordia University 2004 — 2008
Marketing, Commerce
BMO Nesbitt Burns November 2013 - Present
ScotiaMcLeod June 2012 - November 2013
BMO Nesbitt Burns April 2011 - June 2012
JOLT Marketing April 2011 - July 2011
The Sharp Group May 2008 - October 2008
Lester B. Pearson School Board April 2008 - May 2008
K Rock 105.5 FM, Newcap Radio May 2007 - September 2007
Skills
Marketing Communications, Project Management, Training, Customer Service, Business Development, New Business Development, Research, Budget Process, Corporate Events, Advertising, CRM
Education
Concordia University 2004 — 2008
Marketing, Commerce
Linda Leduc Linda Leduc's ScotiaMcLeod Experience 2003 - Present
Job Investment Associate at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod 2003 - Present
Desjardins Securities 1996 - 2003
RBC Dominion Securities 1992 - 1996
Skills
Wealth Management, Investments, Investment Strategies, Portfolio Management
Education
Concordia University 1988 — 1991
Bachelor of Arts
Vanier College 1985 — 1988
Canadian Securities Institute
PFPC, CSC
ScotiaMcLeod 2003 - Present
Desjardins Securities 1996 - 2003
RBC Dominion Securities 1992 - 1996
Skills
Wealth Management, Investments, Investment Strategies, Portfolio Management
Education
Concordia University 1988 — 1991
Bachelor of Arts
Vanier College 1985 — 1988
Canadian Securities Institute
PFPC, CSC
Laura Keith Laura Keith's ScotiaMcLeod Experience January 2011 - Present
Job Administrative Associate at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod January 2011 - Present
HSBC Securities November 2010 - November 2011
RBC Dominion Securities 2008 - 2009
ScotiaMcLeod 2006 - 2008
Skills
Canadian Securities..., Client Relations Skills, Customer Service, Budgets, Finance, Expense Management, Office Administration, Investments, Marketing, Website Building, Securities, Asset Allocation, Event Planning
Education
Brock University
ScotiaMcLeod January 2011 - Present
HSBC Securities November 2010 - November 2011
RBC Dominion Securities 2008 - 2009
ScotiaMcLeod 2006 - 2008
Skills
Canadian Securities..., Client Relations Skills, Customer Service, Budgets, Finance, Expense Management, Office Administration, Investments, Marketing, Website Building, Securities, Asset Allocation, Event Planning
Education
Brock University
cori niosi cori niosi's ScotiaMcLeod Experience April 1994 - Present
Job Investment Associate at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod April 1994 - Present
Skills
Hedge Funds, Financial Analysis, Equities, Private Equity, Equity Research, Equity Trading, Trading, Mutual Funds, Asset Managment, Asset Allocation, Fixed Income, Securities, Portfolio Management, Bloomberg, Financial Advisory, Wealth Management, Asset Management
Education
Carleton University 1987 — 1991
st martins 1983 — 1987
ScotiaMcLeod April 1994 - Present
Skills
Hedge Funds, Financial Analysis, Equities, Private Equity, Equity Research, Equity Trading, Trading, Mutual Funds, Asset Managment, Asset Allocation, Fixed Income, Securities, Portfolio Management, Bloomberg, Financial Advisory, Wealth Management, Asset Management
Education
Carleton University 1987 — 1991
st martins 1983 — 1987
Brad Miles's ScotiaMcLeod Experience October 1993 - June 2008
Job Senior Advisor, Advisory Board, Lightlake Therapeutics Inc.
Industry Biotechnology
Experience
Lightlake Therapeutics Inc. December 2010 - Present
ScotiaMcLeod October 1993 - June 2008
Scotiabank 1991 - October 1993
Skills
Business strategy, Capital Markets, Sales Strategies, Strategy Execution, Investments, Strategic Partnerships, Investment Strategies, Investment Advisory, Strategic Financial..., Investment Management, Business Strategy, Marketing Strategy, Mutual Funds, Alternative Investments, Asset Allocation, Wealth Management, Business Development, Financial Planning, Financial Analysis, Equities, Portfolio Management, Strategic Planning
Education
Brock University 1984 — 1988
Bachelor of Physical Education, Department of Kinesiology
David & Mary Thompson
Lightlake Therapeutics Inc. December 2010 - Present
ScotiaMcLeod October 1993 - June 2008
Scotiabank 1991 - October 1993
Skills
Business strategy, Capital Markets, Sales Strategies, Strategy Execution, Investments, Strategic Partnerships, Investment Strategies, Investment Advisory, Strategic Financial..., Investment Management, Business Strategy, Marketing Strategy, Mutual Funds, Alternative Investments, Asset Allocation, Wealth Management, Business Development, Financial Planning, Financial Analysis, Equities, Portfolio Management, Strategic Planning
Education
Brock University 1984 — 1988
Bachelor of Physical Education, Department of Kinesiology
David & Mary Thompson
Don Fowell's ScotiaMcLeod Experience April 1999 - April 2009
Job Investment Advisor at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management May 2009 - Present
ScotiaMcLeod April 1999 - April 2009
Education
Bishop's University 1989 — 1993
Bachelor, Economics and Business
Mamaroneck High School 1984 — 1988
NY State High School Diplomat
TD Wealth Management May 2009 - Present
ScotiaMcLeod April 1999 - April 2009
Education
Bishop's University 1989 — 1993
Bachelor, Economics and Business
Mamaroneck High School 1984 — 1988
NY State High School Diplomat
Curt Hussey Curt Hussey's ScotiaMcLeod Experience December 2010 - Present
Job Wealth Advisor at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod December 2010 - Present
Greenwich Capital Markets 1997 - 1999
TD Bank Group May 1989 - October 1996
Skills
Equities, Fixed Income, ETFs, Options, Futures, Insurance, Retirement Planning, Commodity Risk..., FX Hedging, Bonds, Investment Strategies, Banking, Estate Planning, Personal Tax Planning, Real Estate Development, Strategic Financial...
Education
Dalhousie University 1987 — 1989
MBA, Finance and International Business
Acadia University 1984 — 1987
BSc., Major Chemistry, Minor Math
ScotiaMcLeod December 2010 - Present
Greenwich Capital Markets 1997 - 1999
TD Bank Group May 1989 - October 1996
Skills
Equities, Fixed Income, ETFs, Options, Futures, Insurance, Retirement Planning, Commodity Risk..., FX Hedging, Bonds, Investment Strategies, Banking, Estate Planning, Personal Tax Planning, Real Estate Development, Strategic Financial...
Education
Dalhousie University 1987 — 1989
MBA, Finance and International Business
Acadia University 1984 — 1987
BSc., Major Chemistry, Minor Math
Leon Aram Leon Aram's ScotiaMcLeod Experience July 1983 - Present
Job Director, Wealth Managment. Senior Wealth Advisor ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod July 1983 - Present
Skills
Mutual Funds, Wealth Management, Investments, Wealth Management..., Strategic Financial..., Wealth
Education
Odessa State Academy of Civil Engineering and Architecture 1966 — 1971
M.Sc., Civil Engineering
school # 121 1955 — 1966
ScotiaMcLeod July 1983 - Present
Skills
Mutual Funds, Wealth Management, Investments, Wealth Management..., Strategic Financial..., Wealth
Education
Odessa State Academy of Civil Engineering and Architecture 1966 — 1971
M.Sc., Civil Engineering
school # 121 1955 — 1966
Sarah Blair-Hind Sarah Blair-Hind's ScotiaMcLeod Experience January 2007 - Present
Job Investment Associate at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod January 2007 - Present
Scotiabank January 2004 - July 2007
Roots 2003 - 2003
Education
Centennial College
Business
University of Toronto at Scarborough
ScotiaMcLeod January 2007 - Present
Scotiabank January 2004 - July 2007
Roots 2003 - 2003
Education
Centennial College
Business
University of Toronto at Scarborough
Leslie Cliff Leslie Cliff's ScotiaMcLeod Experience 1979 - 1986
Job Director of Wealth Management at Genus Capital Management
Industry Investment Management
Experience
Genus Capital Management 1989 - Present
M.K. Wong & Associates 1986 - 1989
ScotiaMcLeod 1979 - 1986
Education
CFA Institute
CFA
Arizona State University
B.Sc., Finance
Genus Capital Management 1989 - Present
M.K. Wong & Associates 1986 - 1989
ScotiaMcLeod 1979 - 1986
Education
CFA Institute
CFA
Arizona State University
B.Sc., Finance
Darrell Cordes, CIM's ScotiaMcLeod Experience June 2009 - Present
Job Wealth Advisor at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod June 2009 - Present
CIBC 2002 - 2009
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Financial Planners, Estate Planning, Portfolio Management, Mutual Funds, Investment Advisory, Finance, Investment Strategies, Investments, Asset Allocation, Financial Planning, Insurance Planning, Wealth, Equities, Asset Management, High Net Worth..., Life Underwriter,...
Education
Canadian Securities Institute
Concordia University
McGill University
ScotiaMcLeod June 2009 - Present
CIBC 2002 - 2009
Skills
Strategic Financial..., Wealth Management, Retirement Planning, Financial Planners, Estate Planning, Portfolio Management, Mutual Funds, Investment Advisory, Finance, Investment Strategies, Investments, Asset Allocation, Financial Planning, Insurance Planning, Wealth, Equities, Asset Management, High Net Worth..., Life Underwriter,...
Education
Canadian Securities Institute
Concordia University
McGill University
David Penstone David Penstone's ScotiaMcLeod Experience September 1988 - September 1991
Job Director at Deutsche Bank
Industry Banking
Experience
Deutsche Bank May 2009 - Present
UniCredit Markets & Investment Banking March 2004 - April 2009
Royal Bank of Canada 1997 - 2004
Royal Trust 1997 - 2004
The Bank of New York June 1996 - April 1997
JP Morgan June 1994 - June 1996
Creditanstalt Bankverein 1991 - 1994
ScotiaMcLeod September 1988 - September 1991
Skills
Securities, Financial Institutions, Fixed Income, Equities, FX Options, Client Development, Building Relationships, Sales Management, Securities Lending, Operational Risk, Public Speaking, Capital Markets, Eastern Europe, Bonds, Derivatives, Hedge Funds, Back Office, Banking, Corporate Actions, Financial Markets, Relationship Management, Financial Services, Global Custody, Settlement, Mutual Funds, Trading, Equity Derivatives, Bloomberg, Emerging Markets, Business Development, Funding, Investment Banking, Private Banking, Electronic Trading, Middle Office, Options, Structured Finance, Trading Systems, Credit Risk, Structured Products, Collateral Management, Mergers & Acquisitions, Financial Risk, Asset Management, Commodity, Swaps, Prime Brokerage, Equity Trading, Portfolio Management, Alternative Investments
Education
Concordia University 1985 — 1988
B.Comm, Marketing
John Abbott 1982 — 1985
Associate's degree, Medicine
John Rennie 1977 — 1982
High School, General
Deutsche Bank May 2009 - Present
UniCredit Markets & Investment Banking March 2004 - April 2009
Royal Bank of Canada 1997 - 2004
Royal Trust 1997 - 2004
The Bank of New York June 1996 - April 1997
JP Morgan June 1994 - June 1996
Creditanstalt Bankverein 1991 - 1994
ScotiaMcLeod September 1988 - September 1991
Skills
Securities, Financial Institutions, Fixed Income, Equities, FX Options, Client Development, Building Relationships, Sales Management, Securities Lending, Operational Risk, Public Speaking, Capital Markets, Eastern Europe, Bonds, Derivatives, Hedge Funds, Back Office, Banking, Corporate Actions, Financial Markets, Relationship Management, Financial Services, Global Custody, Settlement, Mutual Funds, Trading, Equity Derivatives, Bloomberg, Emerging Markets, Business Development, Funding, Investment Banking, Private Banking, Electronic Trading, Middle Office, Options, Structured Finance, Trading Systems, Credit Risk, Structured Products, Collateral Management, Mergers & Acquisitions, Financial Risk, Asset Management, Commodity, Swaps, Prime Brokerage, Equity Trading, Portfolio Management, Alternative Investments
Education
Concordia University 1985 — 1988
B.Comm, Marketing
John Abbott 1982 — 1985
Associate's degree, Medicine
John Rennie 1977 — 1982
High School, General
Renée Graf Renée Graf's ScotiaMcLeod Experience May 2010 - August 2011
Job Practice Management Consultant Eastern Canada at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns May 2015 - Present
Advisor Insight June 2013 - Present
Scotiabank September 2011 - June 2013
ScotiaMcLeod May 2010 - August 2011
TD Waterhouse, Private Client Services January 2009 - December 2009
TD Waterhouse, Practice Management August 2006 - December 2008
High Park Choirs of Toronto 2006 - 2007
TD Bank Financial Group February 2005 - August 2006
Ministry of the Environment January 2004 - February 2005
Ministry of Health and Long-Term Care June 2001 - August 2003
Skills
Sales Management, Management Consulting, Management, Sales, Strategy, Relationship Management, New Business Development, Investments, Marketing, Training, Business Strategy, Change Management, Program Management, Business Analysis, Financial Services, Public Relations, Banking
Education
York University - Schulich School of Business 2001 — 2004
MBA, International Business Strategy, Marketing
Pontificia Universidad Católica de Chile 2003 — 2003
MBA
The University of British Columbia 1991 — 1992
Bachelor of Education, French - Intermediate & Secondary
Carleton University 1988 — 1990
Bachelor of Arts (Hons), French Literature & English
Laurentian University - Huntington University 1986 — 1988
BMO Nesbitt Burns May 2015 - Present
Advisor Insight June 2013 - Present
Scotiabank September 2011 - June 2013
ScotiaMcLeod May 2010 - August 2011
TD Waterhouse, Private Client Services January 2009 - December 2009
TD Waterhouse, Practice Management August 2006 - December 2008
High Park Choirs of Toronto 2006 - 2007
TD Bank Financial Group February 2005 - August 2006
Ministry of the Environment January 2004 - February 2005
Ministry of Health and Long-Term Care June 2001 - August 2003
Skills
Sales Management, Management Consulting, Management, Sales, Strategy, Relationship Management, New Business Development, Investments, Marketing, Training, Business Strategy, Change Management, Program Management, Business Analysis, Financial Services, Public Relations, Banking
Education
York University - Schulich School of Business 2001 — 2004
MBA, International Business Strategy, Marketing
Pontificia Universidad Católica de Chile 2003 — 2003
MBA
The University of British Columbia 1991 — 1992
Bachelor of Education, French - Intermediate & Secondary
Carleton University 1988 — 1990
Bachelor of Arts (Hons), French Literature & English
Laurentian University - Huntington University 1986 — 1988
Darlene Kent Darlene Kent's ScotiaMcLeod Experience November 2011 - August 2012
Job Content Designer at EPK Training
Industry E-Learning
Experience
EPK Training August 2012 - Present
ScotiaMcLeod November 2011 - August 2012
Berkshire Group (subsidiary of Manulife Financial) 2006 - 2008
Berkshire Group 2004 - 2006
Berkshire Group 2002 - 2004
AIC 2001 - 2002
TD Canada Trust 1997 - 2001
Adventure Learning Centre 1996 - 1996
Skills
Team Building, Leadership, Time Management, Management, Editing, Training, Creative Problem Solving, Creativity Skills, Facilitations, Curriculum Design, E-Learning, Teaching, Creativity, Instructional Design, Adult Education, Curriculum Development, Strategy, Workshop Facilitation, Problem Solving
Education
Michigan State University 2014 — 2015
Graduate Certificate, Serious Games, 4.0 (A)
SUNY at Buffalo 2012 — 2015
Masters of Science Degree, Creativity (Creative Problem Solving & Change Leadership), 4.0 (A)
Conestoga College 2007 — 2009
Teacher/Trainer for Online Learning, Adult Education, A
Georgian College 1995 — 1996
Post Graduate Diploma, Therapeutic Recreation/Recreational Therapy, A
Laurentian University/Université Laurentienne 1989 — 1992
Bachelor of Arts, Sociology, B
EPK Training August 2012 - Present
ScotiaMcLeod November 2011 - August 2012
Berkshire Group (subsidiary of Manulife Financial) 2006 - 2008
Berkshire Group 2004 - 2006
Berkshire Group 2002 - 2004
AIC 2001 - 2002
TD Canada Trust 1997 - 2001
Adventure Learning Centre 1996 - 1996
Skills
Team Building, Leadership, Time Management, Management, Editing, Training, Creative Problem Solving, Creativity Skills, Facilitations, Curriculum Design, E-Learning, Teaching, Creativity, Instructional Design, Adult Education, Curriculum Development, Strategy, Workshop Facilitation, Problem Solving
Education
Michigan State University 2014 — 2015
Graduate Certificate, Serious Games, 4.0 (A)
SUNY at Buffalo 2012 — 2015
Masters of Science Degree, Creativity (Creative Problem Solving & Change Leadership), 4.0 (A)
Conestoga College 2007 — 2009
Teacher/Trainer for Online Learning, Adult Education, A
Georgian College 1995 — 1996
Post Graduate Diploma, Therapeutic Recreation/Recreational Therapy, A
Laurentian University/Université Laurentienne 1989 — 1992
Bachelor of Arts, Sociology, B
Kanak Nagee's ScotiaMcLeod Experience May 2015 - Present
Job Wealth Management Summer Intern at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod May 2015 - Present
Bloomberg LP September 2014 - Present
Ontario Ministry of Education July 2014 - September 2014
RBC Royal Bank of Canada August 2013 - September 2013
Skills
Leadership, Public Speaking, Teamwork, Entrepreneurship, Social Media, Time Management, Economics, Financial Analysis, Bloomberg, Market Research, Community Outreach, Marketing, Blogging, Microsoft Excel, Team Leadership, French, Case Analysis, Customer Service
Education
Queen's University 2014 — 2018
Bachelor of Commerce
The University of Western Ontario 2013 — 2014
Principles of Microeconomics
Michael Power/St.Joseph Catholic Secondary School 2010 — 2014
OSSD, International Baccalaureate, Student Body President
Carleton University
Shad Valley Alumna
University of Toronto
Human Physiology Module, Youth Summer Program
ScotiaMcLeod May 2015 - Present
Bloomberg LP September 2014 - Present
Ontario Ministry of Education July 2014 - September 2014
RBC Royal Bank of Canada August 2013 - September 2013
Skills
Leadership, Public Speaking, Teamwork, Entrepreneurship, Social Media, Time Management, Economics, Financial Analysis, Bloomberg, Market Research, Community Outreach, Marketing, Blogging, Microsoft Excel, Team Leadership, French, Case Analysis, Customer Service
Education
Queen's University 2014 — 2018
Bachelor of Commerce
The University of Western Ontario 2013 — 2014
Principles of Microeconomics
Michael Power/St.Joseph Catholic Secondary School 2010 — 2014
OSSD, International Baccalaureate, Student Body President
Carleton University
Shad Valley Alumna
University of Toronto
Human Physiology Module, Youth Summer Program
Lynn Daniella Hoffmann Lynn Daniella Hoffmann's ScotiaMcLeod Experience September 1980 - June 1996
Job Founder at FOR the Children
Industry Food & Beverages
Experience
FOR the Children December 2014 - Present
The Collaboration Vector Inc. November 2013 - Present
Saveurs du Jour January 2013 - Present
Jump Into My Kitchen August 2007 - Present
Melon Chosen Community Mission April 2011 - July 2014
Quinko-Tek International August 2007 - April 2009
Penson Financial services Canada 2006 - 2007
Pandion Investments 2006 - 2007
ScotiaMcLeod Inc. June 1996 - September 2000
ScotiaMcLeod September 1980 - June 1996
Skills
Chef, Personal Chef, Jewelry Design, Graphic Design, Management, Project Coordination, Project Planning, Event Planning, Microsoft Office, Customer Service, Negotiation, Event Management, Team Building, Blogging, PowerPoint, Teaching, Art, English, Coaching, Cooking, Microsoft Excel, Handmade Jewelry, Microsoft Word, Culinary Skills, Merchandising, Fashion, Retail, Product Development, Marketing Strategy, Cuisine, Jewelry, Innovation, Fresh Ideas, Creative Solutions, Jewelry Making, Customer Relations, Creative Services, Administration, Office Management, Training & Development, Word, Excel, Problem Solving, Mentoring, Business Innovation, Sales, Restaurants, Gifts, Entrepreneurship, Brand Development
Education
Concordia University 1976 — 1980
BA, Graphic Design
New Hall School, England 1975 — 1976
A Levels
St. Julian's School, Portugal 1961 — 1974
FOR the Children December 2014 - Present
The Collaboration Vector Inc. November 2013 - Present
Saveurs du Jour January 2013 - Present
Jump Into My Kitchen August 2007 - Present
Melon Chosen Community Mission April 2011 - July 2014
Quinko-Tek International August 2007 - April 2009
Penson Financial services Canada 2006 - 2007
Pandion Investments 2006 - 2007
ScotiaMcLeod Inc. June 1996 - September 2000
ScotiaMcLeod September 1980 - June 1996
Skills
Chef, Personal Chef, Jewelry Design, Graphic Design, Management, Project Coordination, Project Planning, Event Planning, Microsoft Office, Customer Service, Negotiation, Event Management, Team Building, Blogging, PowerPoint, Teaching, Art, English, Coaching, Cooking, Microsoft Excel, Handmade Jewelry, Microsoft Word, Culinary Skills, Merchandising, Fashion, Retail, Product Development, Marketing Strategy, Cuisine, Jewelry, Innovation, Fresh Ideas, Creative Solutions, Jewelry Making, Customer Relations, Creative Services, Administration, Office Management, Training & Development, Word, Excel, Problem Solving, Mentoring, Business Innovation, Sales, Restaurants, Gifts, Entrepreneurship, Brand Development
Education
Concordia University 1976 — 1980
BA, Graphic Design
New Hall School, England 1975 — 1976
A Levels
St. Julian's School, Portugal 1961 — 1974
Gustave Ruano Gustave Ruano's ScotiaMcLeod Experience January 2000 - September 2004
Job Investment Advisor, Manulife Securities Incorporated.
Industry Financial Services
Experience
Manulife Securities Incorporated September 2004 - Present
ScotiaMcLeod January 2000 - September 2004
Dubeau Securities Inc. July 1998 - January 2000
Skills
Investments, Mutual Funds, Retirement, Investment Strategies, Financial Advisory, Securities, Wealth Management, Financial Services, Employee Benefits, Equities, Retirement Planning, Financial Planners, Investment Advisory, Wealth Accumulation, Estate Planning, Wealth
Education
University of Windsor 1993 — 1995
BA, Economics
CEGEP - John Abbott College 1986 — 1988
DEC, commerce
Beaconsfield yacht club
Manulife Securities Incorporated September 2004 - Present
ScotiaMcLeod January 2000 - September 2004
Dubeau Securities Inc. July 1998 - January 2000
Skills
Investments, Mutual Funds, Retirement, Investment Strategies, Financial Advisory, Securities, Wealth Management, Financial Services, Employee Benefits, Equities, Retirement Planning, Financial Planners, Investment Advisory, Wealth Accumulation, Estate Planning, Wealth
Education
University of Windsor 1993 — 1995
BA, Economics
CEGEP - John Abbott College 1986 — 1988
DEC, commerce
Beaconsfield yacht club
Ann Levasseur Ann Levasseur's ScotiaMcLeod Experience 1997 - 2002
Job CIM VP, Investment Advisor at Laurentian Bank Securities
Industry Financial Services
Experience
Laurentian Bank Secuities February 2007 - Present
Laurentian Bank Securities February 2007 - Present
Laurentian Bank Securities January 2012 - Present
RBC Dominion Securities 2001 - 2003
ScotiaMcLeod 1997 - 2002
Skills
Investments, Portfolio Management, Risk Management, Equities, Mutual Funds, Management, Wealth Management
Education
Concordia University
BCom, Finance
Laval Cathloic
Laurentian Bank Secuities February 2007 - Present
Laurentian Bank Securities February 2007 - Present
Laurentian Bank Securities January 2012 - Present
RBC Dominion Securities 2001 - 2003
ScotiaMcLeod 1997 - 2002
Skills
Investments, Portfolio Management, Risk Management, Equities, Mutual Funds, Management, Wealth Management
Education
Concordia University
BCom, Finance
Laval Cathloic
Mauri Brown Mauri Brown's ScotiaMcLeod Experience February 2012 - Present
Job Business Development at ScotiaMcLeod
Industry
Experience
ScotiaMcLeod February 2012 - Present
Education
Carleton University 1987 — 1990
Bachelor of Arts (B.A.), Linguistics
ScotiaMcLeod February 2012 - Present
Education
Carleton University 1987 — 1990
Bachelor of Arts (B.A.), Linguistics
Rochelle G. Hanson, JD/MBA Rochelle G. Hanson, JD/MBA's ScotiaMcLeod Experience 2007 - 2008
Job Business professional working with organizations at the intersection of business and law
Industry Law Practice
Experience
Dale & Lessmann LLP August 2014 - June 2015
Osgoode Hall Law School September 2012 - June 2013
York Consulting Group November 2011 - December 2012
Osgoode Professional Development May 2012 - July 2012
Home Hardware 2008 - 2010
ScotiaMcLeod 2007 - 2008
Alberta Ballet 2006 - 2007
Skills
Team Leadership, Project Management, Business Analysis, Teamwork, Management, Strategic Planning, Leadership, Analysis, Business Strategy
Education
York University - Osgoode Hall Law School
Doctor of Law (J.D.)
York University - Schulich School of Business
Master of Business Administration (M.B.A.)
Concordia University College of Alberta
Bachelor of Management Degree with Distinction
Dale & Lessmann LLP August 2014 - June 2015
Osgoode Hall Law School September 2012 - June 2013
York Consulting Group November 2011 - December 2012
Osgoode Professional Development May 2012 - July 2012
Home Hardware 2008 - 2010
ScotiaMcLeod 2007 - 2008
Alberta Ballet 2006 - 2007
Skills
Team Leadership, Project Management, Business Analysis, Teamwork, Management, Strategic Planning, Leadership, Analysis, Business Strategy
Education
York University - Osgoode Hall Law School
Doctor of Law (J.D.)
York University - Schulich School of Business
Master of Business Administration (M.B.A.)
Concordia University College of Alberta
Bachelor of Management Degree with Distinction
Cindy Shum Cindy Shum's ScotiaMcLeod Experience December 2010 - November 2011
Job Business Manager at Glow 8 Productions
Industry Financial Services
Experience
Glow 8 Productions January 2011 - Present
CSX Group January 2009 - Present
ScotiaMcLeod December 2010 - November 2011
CS Logisitics June 2009 - December 2010
University of Toronto August 2008 - August 2010
Skills
Research, Financial Analysis, Budgets, Data Analysis, Public Speaking, Analysis, Market Research, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Event Planning, Fundraising, Project Management, Business Strategy, Microsoft Word, Program Management, Editing, Leadership, Time Management
Education
George Brown College 2008 — 2009
Post, Financial Planning
University of Toronto 2003 — 2007
H.B.Sc, Biochemistry
Glow 8 Productions January 2011 - Present
CSX Group January 2009 - Present
ScotiaMcLeod December 2010 - November 2011
CS Logisitics June 2009 - December 2010
University of Toronto August 2008 - August 2010
Skills
Research, Financial Analysis, Budgets, Data Analysis, Public Speaking, Analysis, Market Research, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Event Planning, Fundraising, Project Management, Business Strategy, Microsoft Word, Program Management, Editing, Leadership, Time Management
Education
George Brown College 2008 — 2009
Post, Financial Planning
University of Toronto 2003 — 2007
H.B.Sc, Biochemistry
Keith Punter, CFA Keith Punter, CFA's ScotiaMcLeod Experience 1997 - 1999
Job Chief Compliance Officer at Wolverton Securities
Industry Investment Management
Experience
Wolverton Securities February 2015 - Present
Canaccord Genuity Corp. June 2012 - January 2015
Investment Industry Regulatory Organization of Canada November 2001 - May 2012
Connor, Clark & Lunn Financial Group 1999 - 2001
ScotiaMcLeod 1997 - 1999
Urban Systems 1996 - 1997
Hara Associates 1994 - 1995
Skills
Financial Institutions, Trading, Compliance, Securities Law, Risk Management, Macroeconomics, Internal Audit, Policy, Audit, Auditing, Securities Regulation, Securities, Capital Markets, Corporate Governance, Hedge Funds, AML, Equities, Fixed Income, Derivatives, Private Equity, Due Diligence, Mutual Funds, Investments, Options, Asset Management, FINRA, Wealth Management, Financial Services, Investment Advisory, Portfolio Management
Education
Carleton University 1992 — 1993
Master of Arts (MA), Economics
Queen's University 1988 — 1992
Bachelor of Arts (Honours), Economics
Wolverton Securities February 2015 - Present
Canaccord Genuity Corp. June 2012 - January 2015
Investment Industry Regulatory Organization of Canada November 2001 - May 2012
Connor, Clark & Lunn Financial Group 1999 - 2001
ScotiaMcLeod 1997 - 1999
Urban Systems 1996 - 1997
Hara Associates 1994 - 1995
Skills
Financial Institutions, Trading, Compliance, Securities Law, Risk Management, Macroeconomics, Internal Audit, Policy, Audit, Auditing, Securities Regulation, Securities, Capital Markets, Corporate Governance, Hedge Funds, AML, Equities, Fixed Income, Derivatives, Private Equity, Due Diligence, Mutual Funds, Investments, Options, Asset Management, FINRA, Wealth Management, Financial Services, Investment Advisory, Portfolio Management
Education
Carleton University 1992 — 1993
Master of Arts (MA), Economics
Queen's University 1988 — 1992
Bachelor of Arts (Honours), Economics
Stephanie Kabore Stephanie Kabore's ScotiaMcLeod Experience September 2006 - December 2007
Job MBA Candidate at Babson College F. W. Olin Graduate School of Business
Industry Management Consulting
Experience
Babson College July 2014 - September 2014
PwC September 2013 - December 2013
Charles Square Cambridge/Carpenter and Company, INC April 2011 - May 2013
Marie Landel & Associates July 2008 - April 2011
JPMorgan Chase 2007 - 2008
ScotiaMcLeod September 2006 - December 2007
Skills
Financial Reporting, Finance, Forecasting, Budgets, Valuation, Fixed Assets, Consolidation, Business Strategy, Cash Flow, Project Management, Market Entry, Entrepreneurship, Due Diligence, Financial Modeling, Monte Carlo Simulation, R, Strategic Planning, Competitive Analysis, Corporate Finance, Leadership, Performance Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
Concordia University
Bachelor of Commerce
Babson College July 2014 - September 2014
PwC September 2013 - December 2013
Charles Square Cambridge/Carpenter and Company, INC April 2011 - May 2013
Marie Landel & Associates July 2008 - April 2011
JPMorgan Chase 2007 - 2008
ScotiaMcLeod September 2006 - December 2007
Skills
Financial Reporting, Finance, Forecasting, Budgets, Valuation, Fixed Assets, Consolidation, Business Strategy, Cash Flow, Project Management, Market Entry, Entrepreneurship, Due Diligence, Financial Modeling, Monte Carlo Simulation, R, Strategic Planning, Competitive Analysis, Corporate Finance, Leadership, Performance Improvement
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
Concordia University
Bachelor of Commerce
Lynn Healy-Goulet's ScotiaMcLeod Experience May 2007 - Present
Job Quebec Regional Marketing Manager at ScotiaMcLeod
Industry Marketing and Advertising
Experience
ScotiaMcLeod May 2007 - Present
Crown Relocations 2004 - 2006
Women's Media Center 2003 - 2004
Skills
Coaching, Marketing, New Business Development, Management, Sales Management, Strategic Planning, Wealth Management, Sales, Mutual Funds, Investments, Business Development, Account Management, Negotiation, Marketing Communications, Marketing Strategy, Social Media Marketing
Education
Concordia University
ScotiaMcLeod May 2007 - Present
Crown Relocations 2004 - 2006
Women's Media Center 2003 - 2004
Skills
Coaching, Marketing, New Business Development, Management, Sales Management, Strategic Planning, Wealth Management, Sales, Mutual Funds, Investments, Business Development, Account Management, Negotiation, Marketing Communications, Marketing Strategy, Social Media Marketing
Education
Concordia University
Christina Caney Christina Caney's ScotiaMcLeod Experience August 1998 - August 2003
Job Wealth Management Professional
Industry Financial Services
Experience
CSI Global Education Inc. May 2009 - October 2011
CSI Global Education Inc. January 2007 - May 2009
CSI Global Education Inc. January 2005 - January 2007
CSI Global Education Inc. September 2003 - January 2005
ScotiaMcLeod August 1998 - August 2003
ScotiaMcLeod 1997 - 1998
RBC Dominion Securities 1996 - 1997
RBC Dominion Securities 1994 - 1996
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Mutual Funds, Investments, Strategic Planning, Financial Services, Strategy, Marketing Strategy, Management, Leadership, Portfolio Management, Equities, Investment Strategies, Asset Management, Securities, Business Development, Relationship Management, Project Management, Capital Markets, Team Leadership, Financial Advisory, Fixed Income, Cross-functional Team..., Sales, Program Management, Asset Allocation, Product Management, Business Analysis, Investment Management
Education
Dalhousie University
MBA, Financial Services
Seneca College of Applied Arts and Technology
Post Graduate Diploma, International Business
Western University
B.A., Commerce & Administration
CSI Global Education Inc. May 2009 - October 2011
CSI Global Education Inc. January 2007 - May 2009
CSI Global Education Inc. January 2005 - January 2007
CSI Global Education Inc. September 2003 - January 2005
ScotiaMcLeod August 1998 - August 2003
ScotiaMcLeod 1997 - 1998
RBC Dominion Securities 1996 - 1997
RBC Dominion Securities 1994 - 1996
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Mutual Funds, Investments, Strategic Planning, Financial Services, Strategy, Marketing Strategy, Management, Leadership, Portfolio Management, Equities, Investment Strategies, Asset Management, Securities, Business Development, Relationship Management, Project Management, Capital Markets, Team Leadership, Financial Advisory, Fixed Income, Cross-functional Team..., Sales, Program Management, Asset Allocation, Product Management, Business Analysis, Investment Management
Education
Dalhousie University
MBA, Financial Services
Seneca College of Applied Arts and Technology
Post Graduate Diploma, International Business
Western University
B.A., Commerce & Administration
Jacqueline Knowles, CFP Jacqueline Knowles, CFP's ScotiaMcLeod Experience March 2015 - Present
Job Senior Financial Planning Consultant at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod March 2015 - Present
BMO January 2012 - February 2015
Bank of Montreal July 2011 - February 2015
BMO July 2007 - July 2011
Skills
Holistic Financial..., Investment Advisory, Estate Planning, Portfolio Management, Team Leadership, Coaching Staff, Retirement Planning, Investments, Wealth Management, Mutual Funds, Financial Advisory, Asset Allocation, Wealth, Asset Management, Relationship Management, Financial Services, Finance, High Net Worth..., Investment Management, Investment Strategies, Mortgage Lending, Personal Financial..., Retail Banking, Retirement, Securities, Strategic Financial..., Financial Planning
Education
Financial Planning Standards Council 2013 — 2014
Certified Financial Planner, Finance
Canadian Securities Institute 2011 — 2012
Wealth Management Essential Course, Wealth Management
British Columbia Institute of Technology / BCIT 2005 — 2007
Diploma of Technology, Finance and Financial Management Services
ScotiaMcLeod March 2015 - Present
BMO January 2012 - February 2015
Bank of Montreal July 2011 - February 2015
BMO July 2007 - July 2011
Skills
Holistic Financial..., Investment Advisory, Estate Planning, Portfolio Management, Team Leadership, Coaching Staff, Retirement Planning, Investments, Wealth Management, Mutual Funds, Financial Advisory, Asset Allocation, Wealth, Asset Management, Relationship Management, Financial Services, Finance, High Net Worth..., Investment Management, Investment Strategies, Mortgage Lending, Personal Financial..., Retail Banking, Retirement, Securities, Strategic Financial..., Financial Planning
Education
Financial Planning Standards Council 2013 — 2014
Certified Financial Planner, Finance
Canadian Securities Institute 2011 — 2012
Wealth Management Essential Course, Wealth Management
British Columbia Institute of Technology / BCIT 2005 — 2007
Diploma of Technology, Finance and Financial Management Services
Sean Seidman, CIM® Sean Seidman, CIM®'s ScotiaMcLeod Experience October 2002 - April 2006
Job Director, Wealth Management, Portfolio Manager at Richardson GMP Limited
Industry Investment Management
Experience
Richardson GMP Limited April 2006 - Present
ScotiaMcLeod October 2002 - April 2006
RBC Dominion Securities August 1991 - October 2002
Skills
Wealth Management, Portfolio Management, Estate Planning, Asset Management, Investment Advisory, Investment Strategies, Financial Planning, Retirement Planning, fluent in french, Strategic Financial..., Asset Managment, Investments, Mutual Funds, Tax, High Net Worth..., Wealth Management..., Investment Management, Finance, Alternative Investments, Equities, Asset Allocation, Fixed Income, Securities, Wealth, Financial Advisory, ETFs
Education
College of Charleston 1987 — 1991
Bachelor, Business Administration
Richardson GMP Limited April 2006 - Present
ScotiaMcLeod October 2002 - April 2006
RBC Dominion Securities August 1991 - October 2002
Skills
Wealth Management, Portfolio Management, Estate Planning, Asset Management, Investment Advisory, Investment Strategies, Financial Planning, Retirement Planning, fluent in french, Strategic Financial..., Asset Managment, Investments, Mutual Funds, Tax, High Net Worth..., Wealth Management..., Investment Management, Finance, Alternative Investments, Equities, Asset Allocation, Fixed Income, Securities, Wealth, Financial Advisory, ETFs
Education
College of Charleston 1987 — 1991
Bachelor, Business Administration
Richard Byrne Richard Byrne's ScotiaMcLeod Experience December 2013 - May 2014
Job Certified Professional Bilingual Trainer………… Developing People and Strengthening Organizations
Industry Professional Training & Coaching
Experience
BMO Learning Institute April 2015 - May 2015
ScotiaMcLeod December 2013 - May 2014
CIBC July 2013 - November 2013
Eagle Productivity Solutions March 2013 - June 2013
BlackBerry (contract through MarketStar) June 2011 - January 2013
Hewlett-Packard July 2006 - June 2011
Servrite July 2008 - September 2010
I/One Connects January 2000 - May 2008
Digigram August 1999 - February 2000
Barth Kg January 1999 - July 1999
Skills
Training, Sales, Sales Management, Management, Leadership, Team Leadership, Direct Sales, Account Management, Team Building, New Business Development, Project Management, Training Leadership, Project Planning, Training Delivery, Coaching, Strategy, Consulting, CRM, Leadership Development, Customer Service, Employee Training, E-Learning
Education
Online
George Brown College 2013 — 2014
Instructing Adults Certificate, Adult and Continuing Education and Teaching, Adult Learning Principles, Needs Assessment, Delivering Training A+
George Brown College 2014 — 2014
On Line Learning - Articulate and Captivate
Concordia University 1969 — 1970
Commerce
BMO Learning Institute April 2015 - May 2015
ScotiaMcLeod December 2013 - May 2014
CIBC July 2013 - November 2013
Eagle Productivity Solutions March 2013 - June 2013
BlackBerry (contract through MarketStar) June 2011 - January 2013
Hewlett-Packard July 2006 - June 2011
Servrite July 2008 - September 2010
I/One Connects January 2000 - May 2008
Digigram August 1999 - February 2000
Barth Kg January 1999 - July 1999
Skills
Training, Sales, Sales Management, Management, Leadership, Team Leadership, Direct Sales, Account Management, Team Building, New Business Development, Project Management, Training Leadership, Project Planning, Training Delivery, Coaching, Strategy, Consulting, CRM, Leadership Development, Customer Service, Employee Training, E-Learning
Education
Online
George Brown College 2013 — 2014
Instructing Adults Certificate, Adult and Continuing Education and Teaching, Adult Learning Principles, Needs Assessment, Delivering Training A+
George Brown College 2014 — 2014
On Line Learning - Articulate and Captivate
Concordia University 1969 — 1970
Commerce
Miko Co Miko Co's ScotiaMcLeod Experience November 2014 - Present
Job Senior Associate at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod November 2014 - Present
ScotiaMcLeod February 2013 - November 2014
ScotiaMcLeod June 2012 - February 2013
Skills
Wealth Management, Investments, Asset Management, Portfolio Management, Strategic Financial..., Estate Planning, Retirement, Investment Management, Mutual Funds, Securities, Investment Advisory, Investment Strategies, Equities, Financial Analysis, Marketing, Strategic Planning, Retirement Planning, Asset Allocation, Financial Planning
Education
De La Salle University 2005 — 2010
AB Psychology & BSC Advertising Management
CSI Global Education
ScotiaMcLeod November 2014 - Present
ScotiaMcLeod February 2013 - November 2014
ScotiaMcLeod June 2012 - February 2013
Skills
Wealth Management, Investments, Asset Management, Portfolio Management, Strategic Financial..., Estate Planning, Retirement, Investment Management, Mutual Funds, Securities, Investment Advisory, Investment Strategies, Equities, Financial Analysis, Marketing, Strategic Planning, Retirement Planning, Asset Allocation, Financial Planning
Education
De La Salle University 2005 — 2010
AB Psychology & BSC Advertising Management
CSI Global Education
Shelley Taubman Shelley Taubman's ScotiaMcLeod Experience 2000 - 2003
Job Consulting at Deloitte Canada
Industry Management Consulting
Experience
Deloitte Canada March 2010 - Present
Blackmont Capital 2003 - 2009
ScotiaMcLeod 2000 - 2003
ScotiaMcLeod 1998 - 2000
CIBC 1989 - 1998
Skills
Project Management, Investments, Management Consulting, Event Planning
Education
Carleton University 1987 — 1991
Bachelor's degree, Social Sciences
Deloitte Canada March 2010 - Present
Blackmont Capital 2003 - 2009
ScotiaMcLeod 2000 - 2003
ScotiaMcLeod 1998 - 2000
CIBC 1989 - 1998
Skills
Project Management, Investments, Management Consulting, Event Planning
Education
Carleton University 1987 — 1991
Bachelor's degree, Social Sciences
Laura Fleischhauer Laura Fleischhauer's ScotiaMcLeod Experience May 2007 - December 2007
Job Senior Consultant/Client Principal at ELA Consulting Group
Industry Management Consulting
Experience
ELA Consulting Group June 2014 - Present
Structural Integrity January 2008 - September 2013
ScotiaMcLeod May 2007 - December 2007
Cultural Awareness International June 2006 - January 2007
Alliant International University August 2004 - May 2006
Next Inc. June 2003 - May 2004
Skills
Performance Management, Organizational..., Change Management, Training, Consulting, Executive Coaching, Workshop Facilitation, Personnel Management, Leadership, Talent Management, Employee Engagement, Coaching
Education
Alliant International University-San Francisco Bay 2004 — 2006
MA, Organizational Development
University of Guelph 1999 — 2003
BAH, Psychology
ELA Consulting Group June 2014 - Present
Structural Integrity January 2008 - September 2013
ScotiaMcLeod May 2007 - December 2007
Cultural Awareness International June 2006 - January 2007
Alliant International University August 2004 - May 2006
Next Inc. June 2003 - May 2004
Skills
Performance Management, Organizational..., Change Management, Training, Consulting, Executive Coaching, Workshop Facilitation, Personnel Management, Leadership, Talent Management, Employee Engagement, Coaching
Education
Alliant International University-San Francisco Bay 2004 — 2006
MA, Organizational Development
University of Guelph 1999 — 2003
BAH, Psychology
Diego Palm Diego Palm's ScotiaMcLeod Experience May 2013 - April 2015
Job Quality Assurance Specialist at Mercantil Commercebank
Industry Investment Management
Experience
Mercantil Commercebank June 2015 - Present
ScotiaMcLeod May 2013 - April 2015
ScotiaMcLeod May 2012 - May 2013
Bluelime Enterprises Inc December 2011 - December 2012
Clarion Hotel July 2009 - January 2010
Consulado General de Colombia March 2008 - September 2008
Skills
Bloomberg, Salesforce.com, ThomsonOne, Microsoft Office, QuickBooks, Portfolio Management, Financial Analysis, Strategic Planning, Trading, Fixed Income, Stock Trading, Foreign Exchange, Customer Service, Investments, Investment Advisory, Investment Portfolio
Education
Centennial College 2011 — 2012
Post Graduate Certificate, Strategic Management
Centennial College 2011 — 2011
Post Graduate Certificate, International Business Management
Universidad de Falcon 2010 — 2010
Diploma, Leadership and Management Skills
Caribbean International University 2005 — 2009
Business Management
Mercantil Commercebank June 2015 - Present
ScotiaMcLeod May 2013 - April 2015
ScotiaMcLeod May 2012 - May 2013
Bluelime Enterprises Inc December 2011 - December 2012
Clarion Hotel July 2009 - January 2010
Consulado General de Colombia March 2008 - September 2008
Skills
Bloomberg, Salesforce.com, ThomsonOne, Microsoft Office, QuickBooks, Portfolio Management, Financial Analysis, Strategic Planning, Trading, Fixed Income, Stock Trading, Foreign Exchange, Customer Service, Investments, Investment Advisory, Investment Portfolio
Education
Centennial College 2011 — 2012
Post Graduate Certificate, Strategic Management
Centennial College 2011 — 2011
Post Graduate Certificate, International Business Management
Universidad de Falcon 2010 — 2010
Diploma, Leadership and Management Skills
Caribbean International University 2005 — 2009
Business Management
Ricardo Chirinos Ricardo Chirinos's ScotiaMcLeod Experience October 2014 - Present
Job Investment Advisor at ScotiaMcLeod
Industry Banking
Experience
ScotiaMcLeod October 2014 - Present
The Rosedale Group, ScotiaMcLeod February 2013 - October 2014
Scotiabank December 2010 - February 2013
Scotiabank September 2008 - December 2010
Cia Hitepima SA (Peru) October 2004 - September 2007
Scotiabank (Peru) September 2003 - October 2004
Education
Universitat de Lleida 2006 — 2007
MBA
University of Lima 1999 — 2004
Engineering
ScotiaMcLeod October 2014 - Present
The Rosedale Group, ScotiaMcLeod February 2013 - October 2014
Scotiabank December 2010 - February 2013
Scotiabank September 2008 - December 2010
Cia Hitepima SA (Peru) October 2004 - September 2007
Scotiabank (Peru) September 2003 - October 2004
Education
Universitat de Lleida 2006 — 2007
MBA
University of Lima 1999 — 2004
Engineering
Barb Coyle Barb Coyle's ScotiaMcLeod Experience 1986 - 1988
Job Financial Services Executive
Industry Financial Services
Experience
TD Bank Group January 2013 - Present
RBC 2006 - 2011
RBC Insurance 2003 - 2006
RBC Insurance 1998 - 2003
Office of the Superintendent of Financial Institutions of Canada 1997 - 1998
Office of the Superintendent of Financial Institutions of Canada 1994 - 1997
Office of the Superintendent of Financial Institutions of Canada 1992 - 1994
RBC 1990 - 1992
RBC 1990 - 1990
ScotiaMcLeod 1986 - 1988
Skills
Compliance / Regulatory..., Leadership Development, Collaborative Problem..., Strategic Thinking, Senior Management and..., Leadership, AML, Management, Strategy, Insurance, Strategic Planning, Risk Assessment, Policy, Compliance, Risk Management, Executive Management, Finance
Education
York University 1988 — 1989
MBA, Finance
Concordia University 1982 — 1985
Bachelor of Commerce
TD Bank Group January 2013 - Present
RBC 2006 - 2011
RBC Insurance 2003 - 2006
RBC Insurance 1998 - 2003
Office of the Superintendent of Financial Institutions of Canada 1997 - 1998
Office of the Superintendent of Financial Institutions of Canada 1994 - 1997
Office of the Superintendent of Financial Institutions of Canada 1992 - 1994
RBC 1990 - 1992
RBC 1990 - 1990
ScotiaMcLeod 1986 - 1988
Skills
Compliance / Regulatory..., Leadership Development, Collaborative Problem..., Strategic Thinking, Senior Management and..., Leadership, AML, Management, Strategy, Insurance, Strategic Planning, Risk Assessment, Policy, Compliance, Risk Management, Executive Management, Finance
Education
York University 1988 — 1989
MBA, Finance
Concordia University 1982 — 1985
Bachelor of Commerce
Tim Esplen Tim Esplen's ScotiaMcLeod Experience January 2002 - March 2007
Job Financial Advisor at Nicola Wealth Management
Industry Financial Services
Experience
Nicola Wealth Management September 2013 - Present
Richardson GMP Ltd. March 2007 - May 2013
ScotiaMcLeod January 2002 - March 2007
ScotiaMcLeod October 1999 - January 2002
Skills
Financial Planning, Investments, Insurance Planning, Strategic Financial..., Insurance, Project Planning, Life Insurance, ETFs, Investment Strategies, Investment Advisory, Creative Problem Solving, Equity Trading, Fixed Income, Time Management, Error Correction, Highly detail oriented, Tax Reporting, Wealth, Alternative Investments, Mutual Funds, Financial Planners, Wealth Management, Financial Advisory, Risk Management, Financial Services, High Net Worth..., Investment Management, Retirement Planning, Trading, Asset Allocation, Wealth Management...
Education
Dalhousie University 2008 — 2013
Master of Business Administration (Financial Services)
Canadian Securities Institute (CSI) 1999 — 2012
FMA, PFP®, CIM®
University of Victoria 1994 — 1998
Bachelor of Commerce, International Business Concentration
Nanzan University 1997 — 1997
International Business, Japanese History and Language
Nicola Wealth Management September 2013 - Present
Richardson GMP Ltd. March 2007 - May 2013
ScotiaMcLeod January 2002 - March 2007
ScotiaMcLeod October 1999 - January 2002
Skills
Financial Planning, Investments, Insurance Planning, Strategic Financial..., Insurance, Project Planning, Life Insurance, ETFs, Investment Strategies, Investment Advisory, Creative Problem Solving, Equity Trading, Fixed Income, Time Management, Error Correction, Highly detail oriented, Tax Reporting, Wealth, Alternative Investments, Mutual Funds, Financial Planners, Wealth Management, Financial Advisory, Risk Management, Financial Services, High Net Worth..., Investment Management, Retirement Planning, Trading, Asset Allocation, Wealth Management...
Education
Dalhousie University 2008 — 2013
Master of Business Administration (Financial Services)
Canadian Securities Institute (CSI) 1999 — 2012
FMA, PFP®, CIM®
University of Victoria 1994 — 1998
Bachelor of Commerce, International Business Concentration
Nanzan University 1997 — 1997
International Business, Japanese History and Language
Stephanie Sinden Stephanie Sinden's ScotiaMcLeod Experience 2000 - 2005
Job Administrative Assistant at Ontario Teachers' Pension Plan
Industry Financial Services
Experience
Ontario Teachers' Pension Plan 2012 - Present
Macquarie Group November 2009 - November 2012
Merrill Lynch Canada July 2006 - December 2008
ScotiaMcLeod 2000 - 2005
Skills
Process Scheduler, Administrative..., Event Planning, Payroll, Editing, PowerPoint, Marketing, Customer Service, Microsoft Excel, Management, Invoicing, Equities, Sales, Investments, Lotus Notes, Human Resources, Event Management, Administrative...
Education
Fleming College 1997 — 2000
Diploma, Business Administration and Marketing
Ontario Teachers' Pension Plan 2012 - Present
Macquarie Group November 2009 - November 2012
Merrill Lynch Canada July 2006 - December 2008
ScotiaMcLeod 2000 - 2005
Skills
Process Scheduler, Administrative..., Event Planning, Payroll, Editing, PowerPoint, Marketing, Customer Service, Microsoft Excel, Management, Invoicing, Equities, Sales, Investments, Lotus Notes, Human Resources, Event Management, Administrative...
Education
Fleming College 1997 — 2000
Diploma, Business Administration and Marketing
Mike Sallustio Mike Sallustio's ScotiaMcLeod Experience July 2015 - Present
Job Regional Business Manager Western Region at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod July 2015 - Present
ScotiaMcLeod November 2013 - Present
Raymond James Ltd. November 2010 - October 2013
TD Bank Group January 2006 - November 2010
Skills
Risk Management, Mutual Funds, Investments, Portfolio Management, Wealth Management, Equities, Financial Analysis, Compliance, Financial Risk
Education
Concordia University 2005 — 2009
Human Relations
CEGEP - John Abbott College
Dorval
Dorval
JRHS
ScotiaMcLeod July 2015 - Present
ScotiaMcLeod November 2013 - Present
Raymond James Ltd. November 2010 - October 2013
TD Bank Group January 2006 - November 2010
Skills
Risk Management, Mutual Funds, Investments, Portfolio Management, Wealth Management, Equities, Financial Analysis, Compliance, Financial Risk
Education
Concordia University 2005 — 2009
Human Relations
CEGEP - John Abbott College
Dorval
Dorval
JRHS
Braden Shavchook Braden Shavchook's ScotiaMcLeod Experience September 2000 - March 2003
Job Workplace Change Consultant at ELEMENT Integrated Workplace Solutions Ltd.
Industry Furniture
Experience
ELEMENT Integrated Workplace Solutions Ltd. October 2014 - Present
Nikken Inc. December 2002 - Present
Contemporary Office Interiors Ltd. (COi) March 2013 - July 2014
Modis Canada Inc. June 2012 - December 2012
Results Canada Inc. March 2011 - March 2012
Calgary Flames Hockey Club November 2007 - February 2011
ScotiaMcLeod September 2000 - March 2003
RBC Dominion Securities Inc. November 1998 - September 2000
Digital Equipment Corporation July 1996 - October 1998
Fonorola Inc. July 1994 - December 1995
Skills
Coaching, Business Development, Leadership, Management, Recruiting, Strategic Planning, Sales, Forecasting, Account Management, New Business Development, Wellness, Public Relations, Program Management, Selling, Leadership Development, Lead Generation, Marketing Strategy
Education
Bowling Green State University 1987 — 1991
Bachelor of Science in Business Adminstration, International Business
Canadian Securities Institute
Alberta Insurance Council
Professional Development
ELEMENT Integrated Workplace Solutions Ltd. October 2014 - Present
Nikken Inc. December 2002 - Present
Contemporary Office Interiors Ltd. (COi) March 2013 - July 2014
Modis Canada Inc. June 2012 - December 2012
Results Canada Inc. March 2011 - March 2012
Calgary Flames Hockey Club November 2007 - February 2011
ScotiaMcLeod September 2000 - March 2003
RBC Dominion Securities Inc. November 1998 - September 2000
Digital Equipment Corporation July 1996 - October 1998
Fonorola Inc. July 1994 - December 1995
Skills
Coaching, Business Development, Leadership, Management, Recruiting, Strategic Planning, Sales, Forecasting, Account Management, New Business Development, Wellness, Public Relations, Program Management, Selling, Leadership Development, Lead Generation, Marketing Strategy
Education
Bowling Green State University 1987 — 1991
Bachelor of Science in Business Adminstration, International Business
Canadian Securities Institute
Alberta Insurance Council
Professional Development
Cameron Davies Cameron Davies's ScotiaMcLeod Experience May 2008 - August 2008
Job Sales/Relationship Coordinator at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management April 2015 - Present
MFS Investment Management June 2013 - March 2015
BMO March 2012 - September 2012
Newedge Canada May 2011 - August 2011
BMO Financial Group May 2010 - December 2010
BMO Nesbitt Burns May 2009 - August 2009
ScotiaMcLeod May 2008 - August 2008
Skills
Microsoft Excel, Teamwork, Investments, Mutual Funds, Microsoft Office, English, Marketing, Market Research, Financial Analysis, Business Strategy, Portfolio Management, Marketing Strategy, Marketing Communications, Social Media Marketing, Project Planning, Public Relations, Entrepreneurship, Advertising, Strategic Planning
Education
Carleton University 2007 — 2011
BComm, International Business, Economics, Co-operative Education
NTCI 2003 — 2007
MFS Investment Management April 2015 - Present
MFS Investment Management June 2013 - March 2015
BMO March 2012 - September 2012
Newedge Canada May 2011 - August 2011
BMO Financial Group May 2010 - December 2010
BMO Nesbitt Burns May 2009 - August 2009
ScotiaMcLeod May 2008 - August 2008
Skills
Microsoft Excel, Teamwork, Investments, Mutual Funds, Microsoft Office, English, Marketing, Market Research, Financial Analysis, Business Strategy, Portfolio Management, Marketing Strategy, Marketing Communications, Social Media Marketing, Project Planning, Public Relations, Entrepreneurship, Advertising, Strategic Planning
Education
Carleton University 2007 — 2011
BComm, International Business, Economics, Co-operative Education
NTCI 2003 — 2007
Carrie Lyle-Voce, B.Comm, MBA, CPA, CMA, CIM Carrie Lyle-Voce, B.Comm, MBA, CPA, CMA, CIM's ScotiaMcLeod Experience April 2013 - Present
Job Portfolio Manager, Wealth Advisor at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod April 2013 - Present
ZLC Private Investment Management Inc. December 2009 - November 2012
ZLC Private Investment Management Inc. June 2002 - December 2009
itemus ideaPARK 1999 - 2001
Barrington Financial Group 1995 - 1998
Education
Emily Carr University of Art and Design 2010 — 2012
Certificate in Fine Art Techniques
Canadian Securities Institute
Canadian Investment Manager (CIM) Designation
CFA Institute
Completed Level I of the CFA Program
The University of British Columbia 1998 — 2000
Masters of Business Administration
Certified Management Accountants Society of British Columbia
Certified Management Accountant (CMA) Designation
Carleton University 1991 — 1995
Bachelor of Commerce (Honours)
Glebe Collegiate Institute 1985 — 1989
OSSD
ScotiaMcLeod April 2013 - Present
ZLC Private Investment Management Inc. December 2009 - November 2012
ZLC Private Investment Management Inc. June 2002 - December 2009
itemus ideaPARK 1999 - 2001
Barrington Financial Group 1995 - 1998
Education
Emily Carr University of Art and Design 2010 — 2012
Certificate in Fine Art Techniques
Canadian Securities Institute
Canadian Investment Manager (CIM) Designation
CFA Institute
Completed Level I of the CFA Program
The University of British Columbia 1998 — 2000
Masters of Business Administration
Certified Management Accountants Society of British Columbia
Certified Management Accountant (CMA) Designation
Carleton University 1991 — 1995
Bachelor of Commerce (Honours)
Glebe Collegiate Institute 1985 — 1989
OSSD
Ophelia Gravehurst's ScotiaMcLeod Experience January 2004 - April 2005
Job Investment Associate at ScotiaMcLeod
Industry Investment Management
Experience
Scotia McLeod March 2005 - Present
ScotiaMcLeod January 2004 - April 2005
BMO Nesbitt Burns April 2002 - December 2003
Education
York University 2000 — 2001
MA, Critical, Historical & Theoretical Studies in Film
Columbia University in the City of New York 1996 — 2000
BA, Film Studies
Scotia McLeod March 2005 - Present
ScotiaMcLeod January 2004 - April 2005
BMO Nesbitt Burns April 2002 - December 2003
Education
York University 2000 — 2001
MA, Critical, Historical & Theoretical Studies in Film
Columbia University in the City of New York 1996 — 2000
BA, Film Studies
Brent Cote's ScotiaMcLeod Experience June 2005 - Present
Job Senior Associate at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod June 2005 - Present
Education
British Columbia Institute of Technology 2003 — 2005
ScotiaMcLeod June 2005 - Present
Education
British Columbia Institute of Technology 2003 — 2005
Luc Marois's ScotiaMcLeod Experience 1997 - 1998
Job Sales professional
Industry Financial Services
Experience
Sentry Investments April 2013 - January 2015
Mackenzie Financial January 2001 - December 2012
Standard Life January 1999 - October 2001
ScotiaMcLeod 1997 - 1998
MD Management January 1991 - 1997
Skills
Investments, Mutual Funds, Wealth Management, Business Development, Financial Services, Practice management, Strategic Marketing..., Asset Allocation, Asset Management, Business Relationship..., Customer Service, Customer Engagement, Financial Advisory, Investment Strategies, Investment Advisory, Key Account..., Practice Management, Management, Strategic Financial..., Finance, Financial Planning, Sales, Portfolio Management, Manage Client..., Relationship Management, Long-term Customer...
Education
The Ultimate Communicator 2013 — 2013
The power of influence, Sales
Sequoia System International 2002 — 2002
Sequoia System for Wholesalers, Sales
IQPF 1995 — 1996
Senior Financial Planner, CPF
Dale Carnegie 1991 — 1991
Dale Carnegie Strategic presentation workshop, Sales
Concordia University 1971 — 1986
Bachelor in commerce, Accounting and Finance
Sentry Investments April 2013 - January 2015
Mackenzie Financial January 2001 - December 2012
Standard Life January 1999 - October 2001
ScotiaMcLeod 1997 - 1998
MD Management January 1991 - 1997
Skills
Investments, Mutual Funds, Wealth Management, Business Development, Financial Services, Practice management, Strategic Marketing..., Asset Allocation, Asset Management, Business Relationship..., Customer Service, Customer Engagement, Financial Advisory, Investment Strategies, Investment Advisory, Key Account..., Practice Management, Management, Strategic Financial..., Finance, Financial Planning, Sales, Portfolio Management, Manage Client..., Relationship Management, Long-term Customer...
Education
The Ultimate Communicator 2013 — 2013
The power of influence, Sales
Sequoia System International 2002 — 2002
Sequoia System for Wholesalers, Sales
IQPF 1995 — 1996
Senior Financial Planner, CPF
Dale Carnegie 1991 — 1991
Dale Carnegie Strategic presentation workshop, Sales
Concordia University 1971 — 1986
Bachelor in commerce, Accounting and Finance
Harvey Rosenbaum's ScotiaMcLeod Experience May 2007 - June 2008
Job Corporate Training & Learning Consultant
Industry Financial Services
Experience
Temenos August 2008 - Present
ScotiaMcLeod May 2007 - June 2008
Bell Canada May 2005 - June 2006
Bell 1996 - 2005
Skills
CRM, Program Management, Training Delivery, Testing, Business Analysis, Customer Service, SDLC, Performance Management, Training, Change Management, Software Implementation, Banking, Portfolio Management, Financial Services, Requirements Analysis, Coaching, Business Process, Management
Education
Centennial College 2006 — 2007
Teacher of Adults, Certificate
Concordia University 1982 — 1985
Bachelor of Commerce (BCom), Major: Finance
Temenos August 2008 - Present
ScotiaMcLeod May 2007 - June 2008
Bell Canada May 2005 - June 2006
Bell 1996 - 2005
Skills
CRM, Program Management, Training Delivery, Testing, Business Analysis, Customer Service, SDLC, Performance Management, Training, Change Management, Software Implementation, Banking, Portfolio Management, Financial Services, Requirements Analysis, Coaching, Business Process, Management
Education
Centennial College 2006 — 2007
Teacher of Adults, Certificate
Concordia University 1982 — 1985
Bachelor of Commerce (BCom), Major: Finance
Pat Brennan BA, PFPC's ScotiaMcLeod Experience January 1991 - Present
Job Wealth Advisor at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod January 1991 - Present
Skills
Wealth Management, Financial Planning, Retirement Planning, Portfolio Management, Strategic Financial..., Asset Allocation, Investment Advisory, Investment Strategies, Pensions, Wealth, Mutual Funds, Retirement, Financial Advisory, Estate Planning, High Net Worth..., Wealth Management..., ETFs, Securities, Investments, Asset Management, Investment Management, Equities, Financial Planners, Bonds, Fixed Income, Hedge Funds
Education
Carleton University 1985 — 1988
BA, Political Science & Law, Business
ScotiaMcLeod January 1991 - Present
Skills
Wealth Management, Financial Planning, Retirement Planning, Portfolio Management, Strategic Financial..., Asset Allocation, Investment Advisory, Investment Strategies, Pensions, Wealth, Mutual Funds, Retirement, Financial Advisory, Estate Planning, High Net Worth..., Wealth Management..., ETFs, Securities, Investments, Asset Management, Investment Management, Equities, Financial Planners, Bonds, Fixed Income, Hedge Funds
Education
Carleton University 1985 — 1988
BA, Political Science & Law, Business
Greg Sheffer, MBA, FCSI's ScotiaMcLeod Experience February 1984 - Present
Job Associate Portfolio Manager, Senior Wealth Advisor & Director at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod February 1984 - Present
Skills
Financial Analysis, Wealth Management, Investments, Investment Advisory, Retirement Planning, Investment Strategies, Credit, Equities, Mutual Funds, Portfolio Management, Strategic Financial..., Financial Advisory, Investment Management, Securities, Asset Allocation, Alternative Investments, Wealth, Wealth Management..., Estate Planning, Asset Management, Bonds, Fixed Income, Retirement, Financial Planners, Financial Services, Private Equity, Capital Markets, Venture Capital, Relationship Management, Mortgage Lending, Financial Planning
Education
Dalhousie University
Masters of Business Administration
University of Alberta
Bachelor of Science in Agriculture, Major in Economics
Nova Scotia Agricultural College
ScotiaMcLeod February 1984 - Present
Skills
Financial Analysis, Wealth Management, Investments, Investment Advisory, Retirement Planning, Investment Strategies, Credit, Equities, Mutual Funds, Portfolio Management, Strategic Financial..., Financial Advisory, Investment Management, Securities, Asset Allocation, Alternative Investments, Wealth, Wealth Management..., Estate Planning, Asset Management, Bonds, Fixed Income, Retirement, Financial Planners, Financial Services, Private Equity, Capital Markets, Venture Capital, Relationship Management, Mortgage Lending, Financial Planning
Education
Dalhousie University
Masters of Business Administration
University of Alberta
Bachelor of Science in Agriculture, Major in Economics
Nova Scotia Agricultural College
Christian Farstad's ScotiaMcLeod Experience October 2008 - Present
Job Portfolio Manager, Wealth Advisor, Olympian | Serving families, athletes & corporate executives
Industry Investment Management
Experience
ScotiaMcLeod October 2008 - Present
Skills
Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Leadership, Strategic Planning, Investment Strategies, Retirement, Estate Planning, Fixed Annuities, Securities, Entrepreneurship, Dispute Resolution, Wealth Management
Education
Association of Investment Management & Research 1997 — 2000
CFA, Chartered Financial Analyst
Athabasca University
BGS, Applied Studies Business
Canadian Securities Institute
FCSI, Fellow of the Canadian Securities Institute
ScotiaMcLeod October 2008 - Present
Skills
Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Leadership, Strategic Planning, Investment Strategies, Retirement, Estate Planning, Fixed Annuities, Securities, Entrepreneurship, Dispute Resolution, Wealth Management
Education
Association of Investment Management & Research 1997 — 2000
CFA, Chartered Financial Analyst
Athabasca University
BGS, Applied Studies Business
Canadian Securities Institute
FCSI, Fellow of the Canadian Securities Institute
Shiva Bhaskara, PMP's ScotiaMcLeod Experience April 2009 - April 2010
Job Sr. Project Manager at TD
Industry Information Technology and Services
Experience
TD June 2012 - December 2012
TD April 2010 - March 2012
ScotiaMcLeod April 2009 - April 2010
Rogers Wireless March 2008 - March 2009
TD Securities 2005 - March 2008
TD Securities September 2002 - 2004
Charles Schwab Canada 2000 - 2002
Novator 1999 - 2000
UBS Investment Bank September 1997 - August 1999
Skills
Project Management, Business Analysis, SDLC, Project Budgeting, Project Planning, PMLC, Capital Markets, Wealth Management..., Disaster Recovery..., Certified Scrum Master, Business Process Design, Business Process..., Agile Project Management, Budgets, Disaster Recovery, Scrum, Agile Methodologies, Software Development, Change Management, PMO, Requirements Analysis, Business Process, Management, Life-cycle Management, Analysis, Requirements Gathering, Integration, Cross-functional Team..., Vendor Management, Business Requirements, Enterprise Software, Project Delivery, Databases, Software Project..., IT Strategy, Leadership, IT Management, Visio, MS Project, PMP, Program Management, Microsoft Project
Education
Carnegie Mellon University 1996 — 1997
Master of Information Systems Mgmt, Information Systems
Bombay University
Master of Science, Physics
TD June 2012 - December 2012
TD April 2010 - March 2012
ScotiaMcLeod April 2009 - April 2010
Rogers Wireless March 2008 - March 2009
TD Securities 2005 - March 2008
TD Securities September 2002 - 2004
Charles Schwab Canada 2000 - 2002
Novator 1999 - 2000
UBS Investment Bank September 1997 - August 1999
Skills
Project Management, Business Analysis, SDLC, Project Budgeting, Project Planning, PMLC, Capital Markets, Wealth Management..., Disaster Recovery..., Certified Scrum Master, Business Process Design, Business Process..., Agile Project Management, Budgets, Disaster Recovery, Scrum, Agile Methodologies, Software Development, Change Management, PMO, Requirements Analysis, Business Process, Management, Life-cycle Management, Analysis, Requirements Gathering, Integration, Cross-functional Team..., Vendor Management, Business Requirements, Enterprise Software, Project Delivery, Databases, Software Project..., IT Strategy, Leadership, IT Management, Visio, MS Project, PMP, Program Management, Microsoft Project
Education
Carnegie Mellon University 1996 — 1997
Master of Information Systems Mgmt, Information Systems
Bombay University
Master of Science, Physics
Alfredo Di Costa, CIM, CMT's ScotiaMcLeod Experience 2005 - 2008
Job Regional VicePresident, Sales at AGF Investments
Industry Investment Management
Experience
AGF Management Limited 2008 - Present
ScotiaMcLeod 2005 - 2008
TD Asset Management 1996 - 2004
Skills
Mutual Funds, Wealth Management, Investments, Alternative Investments, Investment Advisory, Asset Allocation, Investment Strategies, Finance, Asset Management, Portfolio Management, Equities, Securities, ETFs, Separately Managed..., Retirement Planning, Financial Planning, Retirement, Financial Advisory, Investment Management, Wealth, Relationship Management, Capital Markets, Fixed Income, Financial Services
Education
Cdn Securities Institute
Chartered Investment Manager (CIM)
Concordia University
BComm, Finance
LMAC
Market Technicians Association
Chartered Market Technician (CMT), Technical Analysis
AGF Management Limited 2008 - Present
ScotiaMcLeod 2005 - 2008
TD Asset Management 1996 - 2004
Skills
Mutual Funds, Wealth Management, Investments, Alternative Investments, Investment Advisory, Asset Allocation, Investment Strategies, Finance, Asset Management, Portfolio Management, Equities, Securities, ETFs, Separately Managed..., Retirement Planning, Financial Planning, Retirement, Financial Advisory, Investment Management, Wealth, Relationship Management, Capital Markets, Fixed Income, Financial Services
Education
Cdn Securities Institute
Chartered Investment Manager (CIM)
Concordia University
BComm, Finance
LMAC
Market Technicians Association
Chartered Market Technician (CMT), Technical Analysis
Peter Finnegan, CPA, CA, CIM, FCSI's ScotiaMcLeod Experience January 1984 - Present
Job Director, Wealth Management at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod January 1984 - Present
Clarkson Gordon July 1978 - January 1984
Skills
Investment Advisory, Wealth Management, Investment Strategies, Financial/Estate..., Strategic Financial..., Estate Planning, Financial Advisory, Portfolio Management, Wealth Management..., Insurance, Asset Allocation, Investments, Retirement Planning, High Net Worth..., Asset Managment, Investment Management
Education
Carleton University 1974 — 1978
B.Comm, Accounting and Finance
Canadian Securities Institute
Chartered Investment Manager
Canadian Securities Institute
Fellow of the Canadian Securities Institute
Ontario Institute of Chartered Accountants
CPA, CA
ScotiaMcLeod January 1984 - Present
Clarkson Gordon July 1978 - January 1984
Skills
Investment Advisory, Wealth Management, Investment Strategies, Financial/Estate..., Strategic Financial..., Estate Planning, Financial Advisory, Portfolio Management, Wealth Management..., Insurance, Asset Allocation, Investments, Retirement Planning, High Net Worth..., Asset Managment, Investment Management
Education
Carleton University 1974 — 1978
B.Comm, Accounting and Finance
Canadian Securities Institute
Chartered Investment Manager
Canadian Securities Institute
Fellow of the Canadian Securities Institute
Ontario Institute of Chartered Accountants
CPA, CA
Deanna Bullock's ScotiaMcLeod Experience 1993 - 2000
Job Family History Research at Traces Research
Industry Education Management
Experience
Amazing Selling Machine October 2013 - Present
Briden Solutions October 2012 - Present
Traces Research January 1991 - Present
Fort Saskatchewan/Strathcona County Community Adult Learning Council December 2009 - October 2012
NorQuest College February 2006 - March 2010
Traces Research 2000 - 2010
ScotiaMcLeod 1993 - 2000
Skills
Non-profits, History, Event Planning, Public Speaking, Community Development, Social Media, Research, Genealogy, Adult Education, Editing, Nonprofits, Public Relations, Government, Emergency Management, Program Management, Grant Writing, Policy, Community Outreach, Teaching
Education
University of Alberta 2003 — 2008
M.A., History
Brigham Young University 2001 — 2002
B.A, History - Family History/Genealogy
Brigham Young University - Hawaii 2000 — 2000
B.A., Business Education trf
Northern Alberta Institute of Technology 1991 — 1993
Diploma, Office Administration
Amazing Selling Machine October 2013 - Present
Briden Solutions October 2012 - Present
Traces Research January 1991 - Present
Fort Saskatchewan/Strathcona County Community Adult Learning Council December 2009 - October 2012
NorQuest College February 2006 - March 2010
Traces Research 2000 - 2010
ScotiaMcLeod 1993 - 2000
Skills
Non-profits, History, Event Planning, Public Speaking, Community Development, Social Media, Research, Genealogy, Adult Education, Editing, Nonprofits, Public Relations, Government, Emergency Management, Program Management, Grant Writing, Policy, Community Outreach, Teaching
Education
University of Alberta 2003 — 2008
M.A., History
Brigham Young University 2001 — 2002
B.A, History - Family History/Genealogy
Brigham Young University - Hawaii 2000 — 2000
B.A., Business Education trf
Northern Alberta Institute of Technology 1991 — 1993
Diploma, Office Administration
Anna Imperial, CFA's ScotiaMcLeod Experience November 2004 - February 2012
Job Business Development at MICA Trading
Industry Import and Export
Experience
MICA Trading January 2013 - Present
ScotiaMcLeod November 2004 - February 2012
Skills
Investments, Portfolio Management, Asset Allocation, Financial Modeling, Strategic Financial..., Equities, Import Export, Marketing, Logistics Management, Global Sourcing, Analysis
Education
Ateneo de Manila University 1999 — 2003
Bachelor's degree, Management Economics
CFA Institute
CFA Designation
CSI Global Education
Financial Management Advisor (FMA) Designation
MICA Trading January 2013 - Present
ScotiaMcLeod November 2004 - February 2012
Skills
Investments, Portfolio Management, Asset Allocation, Financial Modeling, Strategic Financial..., Equities, Import Export, Marketing, Logistics Management, Global Sourcing, Analysis
Education
Ateneo de Manila University 1999 — 2003
Bachelor's degree, Management Economics
CFA Institute
CFA Designation
CSI Global Education
Financial Management Advisor (FMA) Designation
Brian St Amant CIM,FMA,FICB,FCSI's ScotiaMcLeod Experience February 2008 - Present
Job Associate Portfolio Manager & Wealth Advisor at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod February 2008 - Present
Scotiabank July 1995 - February 2008
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Portfolio Management, Wealth Management, Investment Advisory, Wealth, Banking, Investment Strategies, Investments, High Net Worth..., Asset Allocation, ETFs, Securities, RRSP, RRIF, TFSA, Financial Planners, Estate Planning, Retirement, Financial Advisory, Investment Management, Wealth Management..., Bonds, Finance, Asset Management, Equities, Financial Services, Fixed Annuities, Private Banking, Fixed Income, Estate Tax Planning, Insurance, Trusts, Wealth Accumulation, Mortgage Lending, Certified Financial..., Derivatives, Critical Illness, Financial Analysis, Estate Law, Personal Financial..., Risk Management, Pensions, Relationship Management, Personal Finance, Financial Risk, Residential Mortgages, Alternative Investments, Capital Markets
Education
Brock University 1984 — 1987
CIM,FICB,FMA,FCSI, Business
The University of Western Ontario 1979 — 1982
Business
ScotiaMcLeod February 2008 - Present
Scotiabank July 1995 - February 2008
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Portfolio Management, Wealth Management, Investment Advisory, Wealth, Banking, Investment Strategies, Investments, High Net Worth..., Asset Allocation, ETFs, Securities, RRSP, RRIF, TFSA, Financial Planners, Estate Planning, Retirement, Financial Advisory, Investment Management, Wealth Management..., Bonds, Finance, Asset Management, Equities, Financial Services, Fixed Annuities, Private Banking, Fixed Income, Estate Tax Planning, Insurance, Trusts, Wealth Accumulation, Mortgage Lending, Certified Financial..., Derivatives, Critical Illness, Financial Analysis, Estate Law, Personal Financial..., Risk Management, Pensions, Relationship Management, Personal Finance, Financial Risk, Residential Mortgages, Alternative Investments, Capital Markets
Education
Brock University 1984 — 1987
CIM,FICB,FMA,FCSI, Business
The University of Western Ontario 1979 — 1982
Business
Antonella Fortugno's ScotiaMcLeod Experience July 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
ScotiaMcLeod July 2013 - Present
Thomson Reuters 2005 - 2008
Telerate 2001 - 2005
BMO Nesbitt Burns 1999 - 2001
Cofo Financial Service 1996 - 1999
Skills
Financial Markets
Education
Concordia University 1991 — 1995
Bachelor, Finance
Vanier College 1989 — 1991
Diplome D'etudes Collegiales, Commerce (Honors)
ScotiaMcLeod July 2013 - Present
Thomson Reuters 2005 - 2008
Telerate 2001 - 2005
BMO Nesbitt Burns 1999 - 2001
Cofo Financial Service 1996 - 1999
Skills
Financial Markets
Education
Concordia University 1991 — 1995
Bachelor, Finance
Vanier College 1989 — 1991
Diplome D'etudes Collegiales, Commerce (Honors)
Angelo Porato, CPA, CA CFA's ScotiaMcLeod Experience 2003 - 2006
Job Analyst, Commercial Banking
Industry Accounting
Annie Jay's ScotiaMcLeod Experience May 2006 - February 2012
Job Experienced in full service brokerage operations, Operations Help Desk
Industry Financial Services
Experience
AIDS Committee of Toronto 1994 - Present
ScotiaMcLeod May 2006 - February 2012
TD Waterhouse 2004 - 2005
TD Waterhouse 1994 - 2005
TD Bank Financial Group 1994 - 2005
TD Waterhouse 2001 - 2004
TD Waterhouse August 1996 - July 2001
Dawson College June 1980 - November 1990
Skills
Project Management, Event Planning, Event Management, Business Analysis, Project Planning, Fundraising, Vendor Management, SDLC, Management, Program Management, Leadership, Team Leadership, Change Management, Strategic Planning, Risk Management, Business Process..., Budgets, Training, Policy, Coaching, Nonprofits, Community Outreach, Public Speaking, Volunteer Management, Research, Time Management, Marketing Communications
Education
Ryerson University 2005 — 2009
Certificate, Project Management
Concordia University 1985 — 1987
DIA, Diploma in Institutional Administration - Education
Concordia University 1981 — 1985
BA, Library Studies
Dawson College 1977 — 1980
DEC, Commerce
AIDS Committee of Toronto 1994 - Present
ScotiaMcLeod May 2006 - February 2012
TD Waterhouse 2004 - 2005
TD Waterhouse 1994 - 2005
TD Bank Financial Group 1994 - 2005
TD Waterhouse 2001 - 2004
TD Waterhouse August 1996 - July 2001
Dawson College June 1980 - November 1990
Skills
Project Management, Event Planning, Event Management, Business Analysis, Project Planning, Fundraising, Vendor Management, SDLC, Management, Program Management, Leadership, Team Leadership, Change Management, Strategic Planning, Risk Management, Business Process..., Budgets, Training, Policy, Coaching, Nonprofits, Community Outreach, Public Speaking, Volunteer Management, Research, Time Management, Marketing Communications
Education
Ryerson University 2005 — 2009
Certificate, Project Management
Concordia University 1985 — 1987
DIA, Diploma in Institutional Administration - Education
Concordia University 1981 — 1985
BA, Library Studies
Dawson College 1977 — 1980
DEC, Commerce
Monica Vincent's ScotiaMcLeod Experience July 2013 - September 2014
Job Senior Financial Planning Consultant at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod July 2013 - September 2014
Canaccord Financial September 2008 - June 2013
Royal Bank of Canada April 2007 - April 2008
Great-West Life October 2005 - April 2007
CIBC February 2003 - October 2005
MLW Consulting June 2002 - February 2003
Edward Jones March 2001 - June 2002
Foresters September 2000 - March 2001
Skills
Strategic Financial..., Financial Planners, Wealth Management, Estate Planning, Financial Services, Financial Advisory, Investments, Investment Advisory, Team Leadership, Portfolio Management, Mutual Funds, Retirement, Insurance, Investment Strategies, Wealth Management..., Finance, Banking, Retirement Planning, Asset Allocation, Equities, Wealth, Securities, Investment Management, Fixed Income
Education
Brock University 2005 — 2013
Bachelor of Education (B.Ed.), Adult and Continuing Education and Teaching
Mohawk College 1994 — 1997
Business Administration, Finance, Marketing
ScotiaMcLeod July 2013 - September 2014
Canaccord Financial September 2008 - June 2013
Royal Bank of Canada April 2007 - April 2008
Great-West Life October 2005 - April 2007
CIBC February 2003 - October 2005
MLW Consulting June 2002 - February 2003
Edward Jones March 2001 - June 2002
Foresters September 2000 - March 2001
Skills
Strategic Financial..., Financial Planners, Wealth Management, Estate Planning, Financial Services, Financial Advisory, Investments, Investment Advisory, Team Leadership, Portfolio Management, Mutual Funds, Retirement, Insurance, Investment Strategies, Wealth Management..., Finance, Banking, Retirement Planning, Asset Allocation, Equities, Wealth, Securities, Investment Management, Fixed Income
Education
Brock University 2005 — 2013
Bachelor of Education (B.Ed.), Adult and Continuing Education and Teaching
Mohawk College 1994 — 1997
Business Administration, Finance, Marketing
Sean Groves's ScotiaMcLeod Experience March 1997 - Present
Job Senior Associate at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod March 1997 - Present
Skills
Wealth Management, Mutual Funds, Securities, Investment Strategies, Asset Allocation, Alternative Investments, Investments, Equities, Asset Managment, Bloomberg, Fixed Income
Education
Mount Royal University 2003 — 2005
Petroleum Land Administration
Athabasca University 1994 — 1996
Bachelor of Commerce
University of Calgary 1990 — 1994
Bachelor of Arts, English
ScotiaMcLeod March 1997 - Present
Skills
Wealth Management, Mutual Funds, Securities, Investment Strategies, Asset Allocation, Alternative Investments, Investments, Equities, Asset Managment, Bloomberg, Fixed Income
Education
Mount Royal University 2003 — 2005
Petroleum Land Administration
Athabasca University 1994 — 1996
Bachelor of Commerce
University of Calgary 1990 — 1994
Bachelor of Arts, English
Anne Elkaïm-Ferré's ScotiaMcLeod Experience June 2005 - January 2006
Job Fondatrice et Designer TOTANNE
Industry Design
Experience
Consultante, audit marketing et communication April 2015 - Present
TOTANNE October 2011 - Present
Singapour, SG June 2011 - January 2013
Fédération des chambres de commerce du Québec January 2008 - February 2010
ScotiaMcLeod June 2005 - January 2006
MEQ - Manufacturiers et exportateurs du Québec November 2004 - June 2005
Skills
Marketing, Communication marketing, Développement commercial, Gestion de projet, Stratégie, Public Relations, Strategic Planning, Relations publiques, Marketing Communications
Education
Audencia Nantes Ecole de Management 2000 — 2002
2002, Marketing
University of Cincinnati 2001 — 2001
Marketing / gestion du marketing, général
Université de la Rochelle 1997 — 2000
Licence, L.E.A. affaires internationales
State University of New York College at Cortland 1999 — 1999
Commerce international
Consultante, audit marketing et communication April 2015 - Present
TOTANNE October 2011 - Present
Singapour, SG June 2011 - January 2013
Fédération des chambres de commerce du Québec January 2008 - February 2010
ScotiaMcLeod June 2005 - January 2006
MEQ - Manufacturiers et exportateurs du Québec November 2004 - June 2005
Skills
Marketing, Communication marketing, Développement commercial, Gestion de projet, Stratégie, Public Relations, Strategic Planning, Relations publiques, Marketing Communications
Education
Audencia Nantes Ecole de Management 2000 — 2002
2002, Marketing
University of Cincinnati 2001 — 2001
Marketing / gestion du marketing, général
Université de la Rochelle 1997 — 2000
Licence, L.E.A. affaires internationales
State University of New York College at Cortland 1999 — 1999
Commerce international
Patricia Rieck's ScotiaMcLeod Experience April 2000 - Present
Job Administrative Associate at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod April 2000 - Present
San Diego Gifts August 1998 - April 2000
CNIB September 1991 - October 1992
Skills
Executive Office..., Flexible to Change, Manage Client..., Client Relations Skills, Computers, Client Confidentiality, Business Correspondence, Business Process..., Positive Can-do Attitude, Passion for Helping..., Passion for Success, Goal Oriented, team
Education
Nipissing Adult Centre 1990 — 1990
Secretarial, Advanced Secretarial Studies
Algonquin College of Applied Arts and Technology
Certificate of Completion, Trades
ScotiaMcLeod April 2000 - Present
San Diego Gifts August 1998 - April 2000
CNIB September 1991 - October 1992
Skills
Executive Office..., Flexible to Change, Manage Client..., Client Relations Skills, Computers, Client Confidentiality, Business Correspondence, Business Process..., Positive Can-do Attitude, Passion for Helping..., Passion for Success, Goal Oriented, team
Education
Nipissing Adult Centre 1990 — 1990
Secretarial, Advanced Secretarial Studies
Algonquin College of Applied Arts and Technology
Certificate of Completion, Trades
Alicia Victor's ScotiaMcLeod Experience May 2014 - Present
Job Financial Planning Associate at Scotia McLeod
Industry Financial Services
Experience
ScotiaMcLeod May 2014 - Present
Scotiabank March 2013 - April 2014
Scotiabank February 2010 - March 2013
ScotiaMcLeod Direct Investing/TradeFreedom October 2009 - February 2010
Skills
Financial Analysis, Credit Analysis, Customer Service, Canadian Securities..., Analysis, Investment Banking, Market Analysis, Return on Investment..., Driving Results, Achieving Results, Pension Funds, Pension Administration, Compliance, Financial Planning, Banking, Mutual Funds, Investments, Finance, Credit, Retirement Planning, Retail Banking, Wealth Management
Education
Concordia University 2005 — 2009
Bachelor, Finance
Dawson College
Dec Pure and Applied Sciences
ScotiaMcLeod May 2014 - Present
Scotiabank March 2013 - April 2014
Scotiabank February 2010 - March 2013
ScotiaMcLeod Direct Investing/TradeFreedom October 2009 - February 2010
Skills
Financial Analysis, Credit Analysis, Customer Service, Canadian Securities..., Analysis, Investment Banking, Market Analysis, Return on Investment..., Driving Results, Achieving Results, Pension Funds, Pension Administration, Compliance, Financial Planning, Banking, Mutual Funds, Investments, Finance, Credit, Retirement Planning, Retail Banking, Wealth Management
Education
Concordia University 2005 — 2009
Bachelor, Finance
Dawson College
Dec Pure and Applied Sciences
Edward Stock's ScotiaMcLeod Experience October 2008 - Present
Job Wealth Advisor at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod October 2008 - Present
Skills
Investment Strategies, Wealth Management, Investments, Mutual Funds, Investment Advisory, ETFs, Portfolio Management, Equities, Fixed Income, Financial Planning
Education
Concordia University 1997 — 2000
Economics, Economics
ScotiaMcLeod October 2008 - Present
Skills
Investment Strategies, Wealth Management, Investments, Mutual Funds, Investment Advisory, ETFs, Portfolio Management, Equities, Fixed Income, Financial Planning
Education
Concordia University 1997 — 2000
Economics, Economics
Graeme Tickner, CFP CIM FMA FCSI's ScotiaMcLeod Experience June 2013 - Present
Job Fi at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod June 2013 - Present
DundeeWealth Inc May 2011 - September 2012
Scotia Asset Management L.P> November 2009 - May 2011
Scotia Asset Management 2009 - May 2011
ONE Financial Corporation August 2008 - June 2009
AIM Trimark Investments September 2004 - August 2008
RBC Investments March 2003 - September 2004
CIBC Imperial Services 1999 - 2003
TD Asset Management Inc January 1997 - January 2000
Education
Brock University 1986 — 1989
Business, Economics
Gordon E. Perdue 1979 — 1985
ScotiaMcLeod June 2013 - Present
DundeeWealth Inc May 2011 - September 2012
Scotia Asset Management L.P> November 2009 - May 2011
Scotia Asset Management 2009 - May 2011
ONE Financial Corporation August 2008 - June 2009
AIM Trimark Investments September 2004 - August 2008
RBC Investments March 2003 - September 2004
CIBC Imperial Services 1999 - 2003
TD Asset Management Inc January 1997 - January 2000
Education
Brock University 1986 — 1989
Business, Economics
Gordon E. Perdue 1979 — 1985
Willo Watson's ScotiaMcLeod Experience March 1989 - July 2009
Job Portfolio Manager at BMO Nesbitt Burns
Industry Capital Markets
Experience
BMO Nesbitt Burns October 2010 - Present
BMO Nesbitt Burns 2010 - 2010
ScotiaMcLeod March 1989 - July 2009
Education
Dalhousie University 1985 — 1989
BMO Nesbitt Burns October 2010 - Present
BMO Nesbitt Burns 2010 - 2010
ScotiaMcLeod March 1989 - July 2009
Education
Dalhousie University 1985 — 1989
Stephen Pym's ScotiaMcLeod Experience October 2011 - Present
Job Investment Associate at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod October 2011 - Present
HSBC Securities Canada Inc. August 2006 - October 2011
Charlotte Bloom May 2005 - July 2006
Whipley Capital Management September 2001 - November 2003
Skills
Wealth Management, Mutual Funds, Equities, Investments, Securities, Investment Strategies, Hedge Funds, Fixed Income, Asset Managment, Portfolio Management, Retirement Planning, Investment Advisory, Asset Allocation, Alternative Investments
Education
Canadian Securities Institute 2014 — 2014
Wealth Management Essentials, Wealth Management
Canadian Securities Institute 2012 — 2012
Investment Advisor Training Program, Wealth Management
Canadian Securities Institute 2009 — 2009
Canadian Securities Exam, Investments and Securities
McGill University 2003 — 2005
Bachelor of Education, English
Concordia University 1996 — 1999
Bachelor of Arts, Communications
ScotiaMcLeod October 2011 - Present
HSBC Securities Canada Inc. August 2006 - October 2011
Charlotte Bloom May 2005 - July 2006
Whipley Capital Management September 2001 - November 2003
Skills
Wealth Management, Mutual Funds, Equities, Investments, Securities, Investment Strategies, Hedge Funds, Fixed Income, Asset Managment, Portfolio Management, Retirement Planning, Investment Advisory, Asset Allocation, Alternative Investments
Education
Canadian Securities Institute 2014 — 2014
Wealth Management Essentials, Wealth Management
Canadian Securities Institute 2012 — 2012
Investment Advisor Training Program, Wealth Management
Canadian Securities Institute 2009 — 2009
Canadian Securities Exam, Investments and Securities
McGill University 2003 — 2005
Bachelor of Education, English
Concordia University 1996 — 1999
Bachelor of Arts, Communications
Alex Prodanovic, CFA, CFP, CIM's ScotiaMcLeod Experience February 2007 - Present
Job Senior Portfolio Manager & Wealth Advisor at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod February 2007 - Present
Education
British Columbia Institute of Technology 1992 — 1996
Advanced Accounting - Financial Management, Accounting and Finance
ScotiaMcLeod February 2007 - Present
Education
British Columbia Institute of Technology 1992 — 1996
Advanced Accounting - Financial Management, Accounting and Finance
Marc Anthony Camacho's ScotiaMcLeod Experience March 2010 - May 2010
Job Portfolio Manager at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group May 2010 - Present
ScotiaMcLeod March 2010 - May 2010
Guild Securities Inc. Makati, Philippines February 2008 - December 2009
Julie's Bakeshop, Julie's Franchise Corporation Philippines June 2005 - May 2009
Bank of the Philippine Islands March 1994 - September 2004
Skills
Risk Management, Portfolio Management, Securities, Fixed Income, Accounting, Credit, Credit Analysis, Investments, Loans
Education
University of the Philippines 1990 — 1994
BS Business Administration
Ateneo de Manila University 1978 — 1990
BMO Financial Group May 2010 - Present
ScotiaMcLeod March 2010 - May 2010
Guild Securities Inc. Makati, Philippines February 2008 - December 2009
Julie's Bakeshop, Julie's Franchise Corporation Philippines June 2005 - May 2009
Bank of the Philippine Islands March 1994 - September 2004
Skills
Risk Management, Portfolio Management, Securities, Fixed Income, Accounting, Credit, Credit Analysis, Investments, Loans
Education
University of the Philippines 1990 — 1994
BS Business Administration
Ateneo de Manila University 1978 — 1990
Adam Dell, CFA's ScotiaMcLeod Experience 2007 - 2008
Job Institutional Sales and Trading at PI Financial Corp.
Industry Banking
Experience
PI Financial Corp. December 2010 - Present
Macquarie Capital Markets Canada January 2007 - June 2010
ScotiaMcLeod 2007 - 2008
Skills
Investments, Private Placements, Investment Strategies, Institutional Selling, Equity Trading, Hedge Funds
Education
Dalhousie University 2002 — 2006
Bachelor of Commerce, Finance
Lawrence Park Collegiate Institute 1998 — 2002
High School Diploma
CFA Charterholder awarded 2014.
PI Financial Corp. December 2010 - Present
Macquarie Capital Markets Canada January 2007 - June 2010
ScotiaMcLeod 2007 - 2008
Skills
Investments, Private Placements, Investment Strategies, Institutional Selling, Equity Trading, Hedge Funds
Education
Dalhousie University 2002 — 2006
Bachelor of Commerce, Finance
Lawrence Park Collegiate Institute 1998 — 2002
High School Diploma
CFA Charterholder awarded 2014.
Monica S. Olney, CIM, F.C.S.I.'s ScotiaMcLeod Experience 1996 - Present
Job Senior Wealth Advisor & Director at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod 1996 - Present
Richardson Greenshields September 1987 - November 1996
Skills
Investment Strategies, Investment Advisory, Asset Allocation, Mutual Funds, Securities, Investments, Retirement, Estate Planning, Wealth, Wealth Management
Education
Bishop's University
B.A.Honors, Economics
ScotiaMcLeod 1996 - Present
Richardson Greenshields September 1987 - November 1996
Skills
Investment Strategies, Investment Advisory, Asset Allocation, Mutual Funds, Securities, Investments, Retirement, Estate Planning, Wealth, Wealth Management
Education
Bishop's University
B.A.Honors, Economics
Robert Havill's ScotiaMcLeod Experience January 2003 - May 2013
Job Director, Wealth Advisory at TURN8 Partners
Industry Investment Management
Experience
TURN8 Partners September 2013 - Present
ScotiaMcLeod January 2003 - May 2013
WWF Paper Corp. (Canada) July 1995 - April 2002
T. Havill Paper Co. January 1985 - July 1995
Skills
Investments, Portfolio Management, New Business Development, Asset Allocation, Business Strategy, General Management, Sales Management, Asset Management, Wealth Management, Strategic Financial..., Investment Strategies, Mutual Funds, Wealth, Financial Planning
Education
University of New Brunswick 1975 — 1979
Bachelor of Business Administration (BBA)
Concordia University 1983 — 1984
TURN8 Partners September 2013 - Present
ScotiaMcLeod January 2003 - May 2013
WWF Paper Corp. (Canada) July 1995 - April 2002
T. Havill Paper Co. January 1985 - July 1995
Skills
Investments, Portfolio Management, New Business Development, Asset Allocation, Business Strategy, General Management, Sales Management, Asset Management, Wealth Management, Strategic Financial..., Investment Strategies, Mutual Funds, Wealth, Financial Planning
Education
University of New Brunswick 1975 — 1979
Bachelor of Business Administration (BBA)
Concordia University 1983 — 1984
Peter Cruickshank's ScotiaMcLeod Experience December 2012 - Present
Job Senior Manager, Advisor Managed Programs at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod December 2012 - Present
ScotiaMcLeod March 2010 - December 2012
ScotiaMcLeod July 2007 - March 2010
ScotiaMcLeod May 2006 - March 2007
Skills
Investment Strategies, Marketing Communications, Collateral Production, Agency Selection, Mutual Funds, Investment Advisory, Wealth Management..., Competitive Analysis, Product Planning, Strategic Thinking, Marketing Strategy, Project Planning, Investment Management, High Net Worth..., Wealth Management, Strategy, Fixed Income, Wealth, Portfolio Management, Financial Advisory, Alternative Investments, Banking, Strategic Financial..., Investments, Equities, Securities, Private Banking, Strategic Sales..., Financial Planners, Bonds, Retirement Planning, Financial Services, Hedge Funds
Education
Canadian Securities Institute
CSC, CPH, IMT
Carleton University
BA
Concordia University
Bachelor of Commerce
ScotiaMcLeod December 2012 - Present
ScotiaMcLeod March 2010 - December 2012
ScotiaMcLeod July 2007 - March 2010
ScotiaMcLeod May 2006 - March 2007
Skills
Investment Strategies, Marketing Communications, Collateral Production, Agency Selection, Mutual Funds, Investment Advisory, Wealth Management..., Competitive Analysis, Product Planning, Strategic Thinking, Marketing Strategy, Project Planning, Investment Management, High Net Worth..., Wealth Management, Strategy, Fixed Income, Wealth, Portfolio Management, Financial Advisory, Alternative Investments, Banking, Strategic Financial..., Investments, Equities, Securities, Private Banking, Strategic Sales..., Financial Planners, Bonds, Retirement Planning, Financial Services, Hedge Funds
Education
Canadian Securities Institute
CSC, CPH, IMT
Carleton University
BA
Concordia University
Bachelor of Commerce
Mina Gritsas's ScotiaMcLeod Experience January 2005 - September 2008
Job Home Financing Officer at Scotiabank
Industry Marketing and Advertising
Experience
Scotiabank March 2015 - Present
Consulting January 2011 - Present
JFK School September 2013 - March 2015
ScotiaMcLeod January 2005 - September 2008
Skills
Marketing Strategy, Project Coordination, Events Coordination, Marketing Communications, Marketing, Online Advertising, Event Planning, Advertising, Social Media, Account Management
Education
Concordia University 1997 — 2000
Bachelor of Commerce (B.Com.), Marketing
Concordia University 1993 — 1997
Bachelor of Arts (Education), Child studies - Education
John Abbott College 1993 — 1994
DEC, Commerce
Scotiabank March 2015 - Present
Consulting January 2011 - Present
JFK School September 2013 - March 2015
ScotiaMcLeod January 2005 - September 2008
Skills
Marketing Strategy, Project Coordination, Events Coordination, Marketing Communications, Marketing, Online Advertising, Event Planning, Advertising, Social Media, Account Management
Education
Concordia University 1997 — 2000
Bachelor of Commerce (B.Com.), Marketing
Concordia University 1993 — 1997
Bachelor of Arts (Education), Child studies - Education
John Abbott College 1993 — 1994
DEC, Commerce
Jordan Houle's ScotiaMcLeod Experience January 2014 - September 2015
Job CFA level II Candidate
Industry Human Resources
Experience
AtmanCo September 2015 - Present
ScotiaMcLeod January 2014 - September 2015
ScotiaMcLeod May 2013 - September 2013
ScotiaMcLeod May 2012 - September 2012
Skills
French, English, Investments, Equities, Wealth Management, Asset Management, Databases, Bloomberg, Microsoft Excel, Financial Analysis, Time Management, Financial Modeling, Finance, Microsoft Office, Portfolio Management, Mutual Funds, Analysis, Asset Allocation
Education
Concordia University 2010 — 2013
Bachelor of Commerce (B.Com.), Finance, Distinction
Universidad Carlos III de Madrid 2013 — 2013
Bachelor of Commerce (B.Com.), Finance
Marianopolis College 2008 — 2010
Business
Loyola High School 2003 — 2008
AtmanCo September 2015 - Present
ScotiaMcLeod January 2014 - September 2015
ScotiaMcLeod May 2013 - September 2013
ScotiaMcLeod May 2012 - September 2012
Skills
French, English, Investments, Equities, Wealth Management, Asset Management, Databases, Bloomberg, Microsoft Excel, Financial Analysis, Time Management, Financial Modeling, Finance, Microsoft Office, Portfolio Management, Mutual Funds, Analysis, Asset Allocation
Education
Concordia University 2010 — 2013
Bachelor of Commerce (B.Com.), Finance, Distinction
Universidad Carlos III de Madrid 2013 — 2013
Bachelor of Commerce (B.Com.), Finance
Marianopolis College 2008 — 2010
Business
Loyola High School 2003 — 2008
Joy Pratt's ScotiaMcLeod Experience 2005 - 2006
Job Associate Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities January 2012 - Present
TD Waterhouse Private Investment Advice April 2006 - January 2012
ScotiaMcLeod 2005 - 2006
RBC Insurance January 2005 - 2005
Skills
Strong Client Connection, Client Service, Problem Solving
Education
Atlantic Union College 1985 — 1990
B.Sc., Elementary Education
RBC Dominion Securities January 2012 - Present
TD Waterhouse Private Investment Advice April 2006 - January 2012
ScotiaMcLeod 2005 - 2006
RBC Insurance January 2005 - 2005
Skills
Strong Client Connection, Client Service, Problem Solving
Education
Atlantic Union College 1985 — 1990
B.Sc., Elementary Education
Sherry Violette's ScotiaMcLeod Experience 1999 - 2009
Job Owner President at Edgemont Village Jeweller
Industry Luxury Goods & Jewelry
Experience
Edgemont Village Jeweller November 2009 - Present
ScotiaMcLeod 1999 - 2009
Skills
Investments, Entrepreneurship, Small Business, Business Development, Strategic Planning, Marketing Strategy, Sales, Investment Properties, Negotiation, Business Planning, Marketing, New Business Development, Sales Management, Leadership, Start-ups, Social Media Marketing, Management, Social Media, Customer Service, Marketing Communications
Education
Gemological Institute of America
Graduate Gemology, Gemology
Edgemont Village Jeweller November 2009 - Present
ScotiaMcLeod 1999 - 2009
Skills
Investments, Entrepreneurship, Small Business, Business Development, Strategic Planning, Marketing Strategy, Sales, Investment Properties, Negotiation, Business Planning, Marketing, New Business Development, Sales Management, Leadership, Start-ups, Social Media Marketing, Management, Social Media, Customer Service, Marketing Communications
Education
Gemological Institute of America
Graduate Gemology, Gemology
Kristen Kehoe's ScotiaMcLeod Experience January 2011 - Present
Job Administrative Associate at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod January 2011 - Present
CIBC Wood Gundy November 2007 - January 2011
Custom Electric Ltd March 2006 - November 2007
Skills
Investments, Securities, Wealth, Microsoft Excel, Financial Modeling, Financial Planners
Education
Canadian Securities Institute
CSC, Canadian Securities
Conestoga College
B.Com, Accounting
The University of Western Ontario
Bachelor of Arts, Sociology
ScotiaMcLeod January 2011 - Present
CIBC Wood Gundy November 2007 - January 2011
Custom Electric Ltd March 2006 - November 2007
Skills
Investments, Securities, Wealth, Microsoft Excel, Financial Modeling, Financial Planners
Education
Canadian Securities Institute
CSC, Canadian Securities
Conestoga College
B.Com, Accounting
The University of Western Ontario
Bachelor of Arts, Sociology
David Hillier, CFP, CIM, FMA, FCSI's ScotiaMcLeod Experience May 2015 - Present
Job Wealth Advisor at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod May 2015 - Present
ScotiaMcLeod June 2003 - Present
ScotiaMcLeod September 2000 - Present
Skills
Investment Management, Wealth Management, Financial Planners, Investments, Retirement Planning, Insurance, Securities, Strategic Financial..., Alternative Investments, Derivatives, Equities, Asset Management, Asset Allocation, Mutual Funds, Portfolio Management, Fixed Income, Investment Strategies, Investment Advisory, ETFs, Wealth, Wealth Management..., Financial Planning
Education
CSI Global Education Inc 2000 — 2013
Various CSI Courses
Brock University
BBA, Business
ScotiaMcLeod May 2015 - Present
ScotiaMcLeod June 2003 - Present
ScotiaMcLeod September 2000 - Present
Skills
Investment Management, Wealth Management, Financial Planners, Investments, Retirement Planning, Insurance, Securities, Strategic Financial..., Alternative Investments, Derivatives, Equities, Asset Management, Asset Allocation, Mutual Funds, Portfolio Management, Fixed Income, Investment Strategies, Investment Advisory, ETFs, Wealth, Wealth Management..., Financial Planning
Education
CSI Global Education Inc 2000 — 2013
Various CSI Courses
Brock University
BBA, Business
Truda Baines's ScotiaMcLeod Experience January 2013 - Present
Job Financial Planning Associate at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod January 2013 - Present
ScotiaMcLeod December 1995 - January 2013
Blackmont Capital November 2006 - March 2008
Royal Trust 1988 - 1993
Skills
Administration, Organization Skills, Event Planning, Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management, Relationship Management, Investment Strategies, Insurance
Education
Algonquin College of Applied Arts and Technology 1987 — 1990
Accounting
Canterbury High School
ScotiaMcLeod January 2013 - Present
ScotiaMcLeod December 1995 - January 2013
Blackmont Capital November 2006 - March 2008
Royal Trust 1988 - 1993
Skills
Administration, Organization Skills, Event Planning, Retirement Planning, Estate Planning, Strategic Financial..., Wealth Management, Relationship Management, Investment Strategies, Insurance
Education
Algonquin College of Applied Arts and Technology 1987 — 1990
Accounting
Canterbury High School
Caroline Vadboncoeur's ScotiaMcLeod Experience August 1983 - November 1999
Job Branch Administrator & Investment Representative at Canaccord Financial
Industry Financial Services
Experience
Canaccord Financial March 2011 - Present
Richardson GMP Limited July 2007 - July 2010
Hampton Securities January 2000 - July 2007
ScotiaMcLeod August 1983 - November 1999
Education
Concordia University 1984 — 1987
BA, Finance
College Lasalle 1982 — 1984
DEC, Tourism
Roussin Academy 1976 — 1981
High School, General
Canaccord Financial March 2011 - Present
Richardson GMP Limited July 2007 - July 2010
Hampton Securities January 2000 - July 2007
ScotiaMcLeod August 1983 - November 1999
Education
Concordia University 1984 — 1987
BA, Finance
College Lasalle 1982 — 1984
DEC, Tourism
Roussin Academy 1976 — 1981
High School, General
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY