ScotiaMcLeod Company
Industry: Company
DescriptionParent organization: Scotia Capital Inc. Subsidiary: ScotiaMcLeod Inc., Research Division
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ScotiaMcLeod Employees
Employee
Years
Job
Industry
Bev Moir Bev Moir's ScotiaMcLeod Experience December 1994 - Present
Job Associate Director, Wealth Management, Senior Wealth Advisor, B.Sc.N., MHSA, FCSI, CLU
Industry Financial Services
Experience
ScotiaMcLeod December 1994 - Present
Skills
Financial Planning, Investment Strategies, Retirement Planning, Investment Management, Wealth Management, Wealth, Project Planning, Estate Planning, Mutual Funds, Succession Planning, Investments, Financial Analysis, Financial Planners, Portfolio Management, Asset Managment, Investment Advisory, Asset Allocation, Retirement, Business Planning, Strategic Planning, Insurance, Coaching, Financial Modeling, Strategic Financial..., Asset Management, Management, Leadership, Entrepreneurship, Financial Advisory, Finance, Securities, Risk Management, Personal Finance, High Net Worth..., Fixed Annuities, Bonds, Wealth Management..., Personal Financial..., Alternative Investments, Banking, Long-term Care, Financial Services, Strategy, Relationship Management, Public Speaking, Equities, Fixed Income
Education
University of Alberta 1980 — 1984
MHSA, Health Administration
Queen's University 1970 — 1974
BScN, Nursing Science
ScotiaMcLeod December 1994 - Present
Skills
Financial Planning, Investment Strategies, Retirement Planning, Investment Management, Wealth Management, Wealth, Project Planning, Estate Planning, Mutual Funds, Succession Planning, Investments, Financial Analysis, Financial Planners, Portfolio Management, Asset Managment, Investment Advisory, Asset Allocation, Retirement, Business Planning, Strategic Planning, Insurance, Coaching, Financial Modeling, Strategic Financial..., Asset Management, Management, Leadership, Entrepreneurship, Financial Advisory, Finance, Securities, Risk Management, Personal Finance, High Net Worth..., Fixed Annuities, Bonds, Wealth Management..., Personal Financial..., Alternative Investments, Banking, Long-term Care, Financial Services, Strategy, Relationship Management, Public Speaking, Equities, Fixed Income
Education
University of Alberta 1980 — 1984
MHSA, Health Administration
Queen's University 1970 — 1974
BScN, Nursing Science
John LARMOUR John LARMOUR's ScotiaMcLeod Experience April 1985 - February 1988
Job Contract Software Engineer at Minnetronix, Inc.
Industry Information Technology and Services
Experience
Minnetronix, Inc. November 2014 - Present
Aerotek November 2014 - Present
TEK Systems November 2006 - Present
U.S. Bank June 2013 - August 2014
Delta Air Lines November 2006 - May 2013
Siemens PLM Software December 1999 - April 2006
Consulting March 1993 - December 1999
BBM Canada October 1990 - November 1992
Ontario Ministry of Natural Resources October 1988 - April 1990
ScotiaMcLeod April 1985 - February 1988
Skills
C, C++, Ksh, perl, java, SQL, Java software..., Linux, aix, HP-UX, PL/SQL, Unix, Unix Shell Scripting, Shell Scripting, Perl, Oracle, Solaris, Databases
Education
University of Toronto at Scarborough 1979 — 1982
Computer Science
Laurentian University/Université Laurentienne
Bachelor's degree, Computer Science
Minnetronix, Inc. November 2014 - Present
Aerotek November 2014 - Present
TEK Systems November 2006 - Present
U.S. Bank June 2013 - August 2014
Delta Air Lines November 2006 - May 2013
Siemens PLM Software December 1999 - April 2006
Consulting March 1993 - December 1999
BBM Canada October 1990 - November 1992
Ontario Ministry of Natural Resources October 1988 - April 1990
ScotiaMcLeod April 1985 - February 1988
Skills
C, C++, Ksh, perl, java, SQL, Java software..., Linux, aix, HP-UX, PL/SQL, Unix, Unix Shell Scripting, Shell Scripting, Perl, Oracle, Solaris, Databases
Education
University of Toronto at Scarborough 1979 — 1982
Computer Science
Laurentian University/Université Laurentienne
Bachelor's degree, Computer Science
Alexandra Muth Alexandra Muth's ScotiaMcLeod Experience March 2015 - Present
Job Assistant Branch Administrator (ABA/BSA) at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod March 2015 - Present
ScotiaMcLeod May 2013 - Present
Citrus Silver April 2011 - April 2014
Child Care 2004 - 2014
BMO Nesbitt Burns November 2012 - May 2013
SoYoung Inc. August 2011 - October 2012
Sprout Right 2010 - 2012
Swiss Chalet Fine Foods June 2008 - May 2009
Price Chopper 2006 - 2008
Skills
Teamwork, Management, Customer Service, Time Management, Sales, Microsoft Office, Training, Research, ArcGIS, Outlook, Strategic Planning, QuickBooks, PowerPoint, Microsoft Excel, Fundraising, Microsoft Word, Event Planning, Facebook, Retail, Social Networking, Social Media, Spreadsheets, Data Entry, Social Media Marketing, Critical Thinking, Administration, Team Leadership, Goal Setting, Project Management, Analysis, Editing, Marketing, Salesforce, Salesforce.com
Education
Humber College 2012 — 2013
Financial Planning Certification
York University 2007 — 2012
Geography
Runnymede Collegiate Institute 2004 — 2007
High School Diploma, Completed Master’s Program (enriched program, integrating math, science and technology)
ScotiaMcLeod March 2015 - Present
ScotiaMcLeod May 2013 - Present
Citrus Silver April 2011 - April 2014
Child Care 2004 - 2014
BMO Nesbitt Burns November 2012 - May 2013
SoYoung Inc. August 2011 - October 2012
Sprout Right 2010 - 2012
Swiss Chalet Fine Foods June 2008 - May 2009
Price Chopper 2006 - 2008
Skills
Teamwork, Management, Customer Service, Time Management, Sales, Microsoft Office, Training, Research, ArcGIS, Outlook, Strategic Planning, QuickBooks, PowerPoint, Microsoft Excel, Fundraising, Microsoft Word, Event Planning, Facebook, Retail, Social Networking, Social Media, Spreadsheets, Data Entry, Social Media Marketing, Critical Thinking, Administration, Team Leadership, Goal Setting, Project Management, Analysis, Editing, Marketing, Salesforce, Salesforce.com
Education
Humber College 2012 — 2013
Financial Planning Certification
York University 2007 — 2012
Geography
Runnymede Collegiate Institute 2004 — 2007
High School Diploma, Completed Master’s Program (enriched program, integrating math, science and technology)
Erin Collett Erin Collett's ScotiaMcLeod Experience May 2012 - July 2012
Job Senior Account Executive, Healthcare at Edelman
Industry Public Relations and Communications
Experience
Edelman September 2015 - Present
Edelman April 2014 - August 2015
Edelman January 2014 - April 2014
Maple Leaf Sports & Entertainment 2012 - February 2014
The Hospital for Sick Children September 2013 - December 2013
Humber College January 2013 - April 2013
Greening Marketing June 2011 - December 2012
ScotiaMcLeod May 2012 - July 2012
Skills
Social Media, Microsoft Office, Public Relations, Marketing Communications, Event Planning, Public Speaking, Social Media Marketing, Media Relations, PowerPoint, Time Management, Facebook, Press Releases, Blogging, Organization, Social Networking, Strategic Communications
Education
Humber College 2013 — 2013
Ontario Graduate Certificate, Public Relations
The University of Western Ontario 2008 — 2012
Bachelor Management Organizational Studies, Consumer Behaviour and English Literature
Oakville Trafalgar High School 2004 — 2008
Edelman September 2015 - Present
Edelman April 2014 - August 2015
Edelman January 2014 - April 2014
Maple Leaf Sports & Entertainment 2012 - February 2014
The Hospital for Sick Children September 2013 - December 2013
Humber College January 2013 - April 2013
Greening Marketing June 2011 - December 2012
ScotiaMcLeod May 2012 - July 2012
Skills
Social Media, Microsoft Office, Public Relations, Marketing Communications, Event Planning, Public Speaking, Social Media Marketing, Media Relations, PowerPoint, Time Management, Facebook, Press Releases, Blogging, Organization, Social Networking, Strategic Communications
Education
Humber College 2013 — 2013
Ontario Graduate Certificate, Public Relations
The University of Western Ontario 2008 — 2012
Bachelor Management Organizational Studies, Consumer Behaviour and English Literature
Oakville Trafalgar High School 2004 — 2008
Ashwin Mahabaleswara, CFA, CIM Ashwin Mahabaleswara, CFA, CIM's ScotiaMcLeod Experience 2006 - 2008
Job VP Debt Investments | RM Asia, Africa and the Middle East
Industry Investment Management
Experience
Grameen Financial Services Pvt. Ltd. 2010 - 2012
JM Financial 2009 - 2010
Grameen Financial Services Pvt. Ltd. 2009 - 2010
Khandwala Securities Ltd. 2008 - 2009
Indo-Canada Chamber of Commerce 2007 - 2008
ScotiaMcLeod 2006 - 2008
Berkshire Securities 2006 - 2006
Skills
Investments, Finance, Financial Modeling, Private Equity, Strategy, Corporate Finance, Financial Analysis, Capital Markets, Portfolio Management, Business Development, Valuation, Credit Analysis, Emerging Markets, Fixed Income, Frontier Markets, Financial Services, Investment Banking, Equities, Business Strategy, Asset Management, Due Diligence
Education
Chartered Financial Analyst Institute
CFA, Finance
Canadian Securities Institute
CIM (Canadian Investment Manager), Investment Management
McGill University
Economics
St. Joseph's, Bangalore
Grameen Financial Services Pvt. Ltd. 2010 - 2012
JM Financial 2009 - 2010
Grameen Financial Services Pvt. Ltd. 2009 - 2010
Khandwala Securities Ltd. 2008 - 2009
Indo-Canada Chamber of Commerce 2007 - 2008
ScotiaMcLeod 2006 - 2008
Berkshire Securities 2006 - 2006
Skills
Investments, Finance, Financial Modeling, Private Equity, Strategy, Corporate Finance, Financial Analysis, Capital Markets, Portfolio Management, Business Development, Valuation, Credit Analysis, Emerging Markets, Fixed Income, Frontier Markets, Financial Services, Investment Banking, Equities, Business Strategy, Asset Management, Due Diligence
Education
Chartered Financial Analyst Institute
CFA, Finance
Canadian Securities Institute
CIM (Canadian Investment Manager), Investment Management
McGill University
Economics
St. Joseph's, Bangalore
Kristina Thomas Kristina Thomas's ScotiaMcLeod Experience February 2006 - June 2006
Job Investment Advisor
Industry Investment Management
Experience
TD Wealth Private Investment Advice February 2014 - Present
CIBC July 2006 - January 2013
ScotiaMcLeod February 2006 - June 2006
CIBC February 2003 - February 2006
CIBC June 1995 - February 2003
Skills
Investments, Strategic Financial..., Retirement Planning, Wealth Management, Banking, Mortgage Lending, Portfolio Management, Mutual Funds, Credit, Retail Banking, Loans, Credit Analysis, Estate Planning, Wealth Accumulation, Wealth Preservation..., Wealth Accumulation..., Multi-generational..., Intergenerational..., Investment Advisory, Investment Strategies, Retirement Savings, Retirement Plan..., Downsizing
Education
Canadian Securities Institute 1999 — 2015
Kwantlen University College 1993 — 1994
General Studies
TD Wealth Private Investment Advice February 2014 - Present
CIBC July 2006 - January 2013
ScotiaMcLeod February 2006 - June 2006
CIBC February 2003 - February 2006
CIBC June 1995 - February 2003
Skills
Investments, Strategic Financial..., Retirement Planning, Wealth Management, Banking, Mortgage Lending, Portfolio Management, Mutual Funds, Credit, Retail Banking, Loans, Credit Analysis, Estate Planning, Wealth Accumulation, Wealth Preservation..., Wealth Accumulation..., Multi-generational..., Intergenerational..., Investment Advisory, Investment Strategies, Retirement Savings, Retirement Plan..., Downsizing
Education
Canadian Securities Institute 1999 — 2015
Kwantlen University College 1993 — 1994
General Studies
Maria Farolan Maria Farolan's ScotiaMcLeod Experience February 2010 - May 2012
Job Senior Manager
Industry Insurance
Experience
Scotiabank May 2012 - Present
ScotiaMcLeod February 2010 - May 2012
TD Bank Financial Group November 2008 - January 2010
CIBC Wood Gundy Financial Services October 1998 - June 2008
Canada Life 1994 - 1998
Skills
Insurance, Operations Management, Investments, Customer Service, Administration
Education
Miriam College 1972 — 1976
Bachelor of Arts, Major in Communication Arts
Scotiabank May 2012 - Present
ScotiaMcLeod February 2010 - May 2012
TD Bank Financial Group November 2008 - January 2010
CIBC Wood Gundy Financial Services October 1998 - June 2008
Canada Life 1994 - 1998
Skills
Insurance, Operations Management, Investments, Customer Service, Administration
Education
Miriam College 1972 — 1976
Bachelor of Arts, Major in Communication Arts
Jennifer Morrison's ScotiaMcLeod Experience 1997 - 1999
Job Enterprise Relationship Manager at LinkedIn
Industry Staffing and Recruiting
Experience
LinkedIn July 2014 - Present
LinkedIn April 2013 - June 2014
LinkedIn Canada November 2011 - April 2013
Collins Recruitment Group June 2010 - November 2011
Michael Page International, USA & Canada December 2005 - May 2010
Hays June 2004 - December 2005
Staffworks September 2002 - June 2004
Environics Research Group May 2000 - September 2002
ScotiaMcLeod 1997 - 1999
Skills
Sales, Strategic Selling, Selling Skills, New Business Development, Social Networking, Negotiation, Management, Account Management, Enterprise Solution..., Marketing Strategy, Client Relationship..., CRM, Recruiting, Strategy, Strategic Planning, Cold Calling, Selling, Social Media Marketing, Sales Operations, Hunter, Leadership, Contract Negotiation, Sourcing, Vendors, Vendor Management, Time Management, Consulting, Enterprise Software, Vendor, Networking, Executive Search, Direct Sales, SaaS
Education
Queen's University 1994 — 1998
BA, Political Studies
LinkedIn July 2014 - Present
LinkedIn April 2013 - June 2014
LinkedIn Canada November 2011 - April 2013
Collins Recruitment Group June 2010 - November 2011
Michael Page International, USA & Canada December 2005 - May 2010
Hays June 2004 - December 2005
Staffworks September 2002 - June 2004
Environics Research Group May 2000 - September 2002
ScotiaMcLeod 1997 - 1999
Skills
Sales, Strategic Selling, Selling Skills, New Business Development, Social Networking, Negotiation, Management, Account Management, Enterprise Solution..., Marketing Strategy, Client Relationship..., CRM, Recruiting, Strategy, Strategic Planning, Cold Calling, Selling, Social Media Marketing, Sales Operations, Hunter, Leadership, Contract Negotiation, Sourcing, Vendors, Vendor Management, Time Management, Consulting, Enterprise Software, Vendor, Networking, Executive Search, Direct Sales, SaaS
Education
Queen's University 1994 — 1998
BA, Political Studies
Cindy David's ScotiaMcLeod Experience January 2000 - July 2002
Job President, Cindy David Financial Group
Industry Financial Services
Experience
Cindy David Financial Group November 2009 - Present
Raymond James July 2002 - Present
The Dupuis Langen Group January 2011 - May 2014
ScotiaMcLeod January 2000 - July 2002
True Colours Personality Styles Workshop June 1999 - December 1999
Denroche Carter Financial Planners and Brokers April 1995 - June 1999
Skills
Insurance, Investments, Retirement Planning, Personal Finance, Certified Financial..., Estate Planning, Strategic Financial..., Personal Financial..., Wealth, Succession Planning, Mutual Funds, Employee Benefits, Financial Services, Financial Advisory, Wealth Management, Finance, Public Speaking, Life Insurance, Strategic Planning, Financial Planners, Tax, Retirement, Investment Advisory, Disability Insurance, Small Business
Education
Financial Planning Standards Council 2000 — 2001
CFP, Certified Financial Planner
Advocis
CLU, Chartered Life Underwriter
Kwantlen Polytechnic University
Commerce
Cindy David Financial Group November 2009 - Present
Raymond James July 2002 - Present
The Dupuis Langen Group January 2011 - May 2014
ScotiaMcLeod January 2000 - July 2002
True Colours Personality Styles Workshop June 1999 - December 1999
Denroche Carter Financial Planners and Brokers April 1995 - June 1999
Skills
Insurance, Investments, Retirement Planning, Personal Finance, Certified Financial..., Estate Planning, Strategic Financial..., Personal Financial..., Wealth, Succession Planning, Mutual Funds, Employee Benefits, Financial Services, Financial Advisory, Wealth Management, Finance, Public Speaking, Life Insurance, Strategic Planning, Financial Planners, Tax, Retirement, Investment Advisory, Disability Insurance, Small Business
Education
Financial Planning Standards Council 2000 — 2001
CFP, Certified Financial Planner
Advocis
CLU, Chartered Life Underwriter
Kwantlen Polytechnic University
Commerce
Derek Hamill Derek Hamill's ScotiaMcLeod Experience October 2007 - January 2011
Job Research & Communications at Zimtu Capital Corp.
Industry Financial Services
Experience
Zimtu Capital Corp. February 2013 - Present
La Trobe University February 2012 - December 2012
ScotiaMcLeod October 2007 - January 2011
ScotiaMcLeod January 2007 - September 2007
Skills
Corporate Communications, Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Banking, Risk Management, Strategic Planning, Project Management, Business Analysis, Investments, Management, Microsoft Word, PowerPoint, Business Strategy, Mergers & Acquisitions, Mining, Finance, Research, Venture Capital, Commodity Markets, Valuation, Analysis, Financial Modeling, Portfolio Management, Oil & Gas, Corporate Finance
Education
La Trobe University 2011 — 2012
Master of Financial Analysis/Master of Professional Accounting
The CFA Institute
Chartered Financial Analyst, Accounting and Finance
The University of Calgary 2001 — 2006
Bachelor of Arts (BA) in Economics
Springbank Highschool
Zimtu Capital Corp. February 2013 - Present
La Trobe University February 2012 - December 2012
ScotiaMcLeod October 2007 - January 2011
ScotiaMcLeod January 2007 - September 2007
Skills
Corporate Communications, Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Banking, Risk Management, Strategic Planning, Project Management, Business Analysis, Investments, Management, Microsoft Word, PowerPoint, Business Strategy, Mergers & Acquisitions, Mining, Finance, Research, Venture Capital, Commodity Markets, Valuation, Analysis, Financial Modeling, Portfolio Management, Oil & Gas, Corporate Finance
Education
La Trobe University 2011 — 2012
Master of Financial Analysis/Master of Professional Accounting
The CFA Institute
Chartered Financial Analyst, Accounting and Finance
The University of Calgary 2001 — 2006
Bachelor of Arts (BA) in Economics
Springbank Highschool
Joseph Migliacci Joseph Migliacci's ScotiaMcLeod Experience June 2007 - May 2009
Job Vice President, Senior Product Management at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan February 2014 - January 2015
J.P. Morgan February 2012 - January 2014
Scotiabank June 2009 - February 2012
ScotiaMcLeod June 2007 - May 2009
Skills
Commercial Cards, Project Management, Management, Accounting, Risk Management, Financial Analysis, Business Analysis, Finance, Financial Services, Relationship Management, Credit, Strategy, Leadership
Education
Ivey Business School at Western University
Master of Business Administration (M.B.A.), Executive MBA
Project Management Institute
PMP (Project Management Professional)
NAPCP
CPCP - Certified Purchasing Card Professional
Ryerson University 2002 — 2006
Bachelor of Commerce (B.Com.), Major in Finance
J.P. Morgan January 2015 - Present
J.P. Morgan February 2014 - January 2015
J.P. Morgan February 2012 - January 2014
Scotiabank June 2009 - February 2012
ScotiaMcLeod June 2007 - May 2009
Skills
Commercial Cards, Project Management, Management, Accounting, Risk Management, Financial Analysis, Business Analysis, Finance, Financial Services, Relationship Management, Credit, Strategy, Leadership
Education
Ivey Business School at Western University
Master of Business Administration (M.B.A.), Executive MBA
Project Management Institute
PMP (Project Management Professional)
NAPCP
CPCP - Certified Purchasing Card Professional
Ryerson University 2002 — 2006
Bachelor of Commerce (B.Com.), Major in Finance
Preet Banerjee's ScotiaMcLeod Experience July 2006 - November 2008
Job Management Consultant at Financial Services
Industry Financial Services
Experience
Financial Services January 2014 - Present
MoneySense Magazine February 2012 - Present
The Globe and Mail September 2010 - Present
Corus Entertainment January 2012 - January 2014
W Network July 2009 - January 2014
WhereDoesAllMyMoneyGo.com - Personal Finance Blog July 2007 - December 2012
Pro-Financial Asset Management November 2008 - June 2011
ScotiaMcleod July 2006 - November 2008
Investors Group Financial Services July 2004 - July 2006
Bridgestone Racing Academy February 2002 - February 2004
Skills
Investments, Financial Planning, Personal Finance, Financial Literacy, Financial Management, Social Media, Blogging, Financial Education, Strategic Financial..., Managerial Finance, Mutual Funds, Financial Services, Finance, Investment Strategies, Leadership, Mortgage Lending, Financial Risk, Insurance, Journalism, Retirement Planning, Entrepreneurship, Newspapers, Portfolio Management, Estate Planning, Asset Management, Copy Editing, Investment Management, Web Content, Wealth, Feature Articles, Financial Analysis, Wealth Management, Strategy, Financial Advisory, Financial Markets
Education
University of Reading, Henley Business School / University of Toronto, Rotman School of Management 2014 — 2019
DBA (Doctor of Business Administration), Financial Services
Canadian Securities Institute
FCSI, Fellow of the Canadian Securities Institute
Canadian Securities Institute
DMS, Derivatives Market Specialist
Canadian Securities Institute 2006 — 2006
FMA, Financial Management Advisor
Bridgestone Racing Academy 2001 — 2001
Race Car Driver & Mechanic's Training Program, Auto Racing, Advanced Standing
University of Toronto 1997 — 2001
B.Sc., Neuroscience
Financial Services January 2014 - Present
MoneySense Magazine February 2012 - Present
The Globe and Mail September 2010 - Present
Corus Entertainment January 2012 - January 2014
W Network July 2009 - January 2014
WhereDoesAllMyMoneyGo.com - Personal Finance Blog July 2007 - December 2012
Pro-Financial Asset Management November 2008 - June 2011
ScotiaMcleod July 2006 - November 2008
Investors Group Financial Services July 2004 - July 2006
Bridgestone Racing Academy February 2002 - February 2004
Skills
Investments, Financial Planning, Personal Finance, Financial Literacy, Financial Management, Social Media, Blogging, Financial Education, Strategic Financial..., Managerial Finance, Mutual Funds, Financial Services, Finance, Investment Strategies, Leadership, Mortgage Lending, Financial Risk, Insurance, Journalism, Retirement Planning, Entrepreneurship, Newspapers, Portfolio Management, Estate Planning, Asset Management, Copy Editing, Investment Management, Web Content, Wealth, Feature Articles, Financial Analysis, Wealth Management, Strategy, Financial Advisory, Financial Markets
Education
University of Reading, Henley Business School / University of Toronto, Rotman School of Management 2014 — 2019
DBA (Doctor of Business Administration), Financial Services
Canadian Securities Institute
FCSI, Fellow of the Canadian Securities Institute
Canadian Securities Institute
DMS, Derivatives Market Specialist
Canadian Securities Institute 2006 — 2006
FMA, Financial Management Advisor
Bridgestone Racing Academy 2001 — 2001
Race Car Driver & Mechanic's Training Program, Auto Racing, Advanced Standing
University of Toronto 1997 — 2001
B.Sc., Neuroscience
Evan M. Kalentzis Evan M. Kalentzis's ScotiaMcLeod Experience May 2013 - September 2014
Job Student at Ivey Business School
Industry Real Estate
Experience
ScotiaMcLeod May 2013 - September 2014
GMP Securities May 2012 - August 2012
GMP Securities April 2011 - August 2011
Skills
Microsoft Office, Windows, Mac OS, Marketing Strategy, Template Building, Microsoft Excel, Technology Integration, Sales Presentations, PowerPoint, French, Analysis, Investment Banking, Time Management, Sales, Financial Analysis, Leadership, Public Speaking, Teamwork
Education
Ivey Business School at Western University 2013 — 2015
HBA
Western University 2010 — 2013
Bachelor of Arts (B.A.), Linguistics
St. Andrew's College 2009 — 2010
ScotiaMcLeod May 2013 - September 2014
GMP Securities May 2012 - August 2012
GMP Securities April 2011 - August 2011
Skills
Microsoft Office, Windows, Mac OS, Marketing Strategy, Template Building, Microsoft Excel, Technology Integration, Sales Presentations, PowerPoint, French, Analysis, Investment Banking, Time Management, Sales, Financial Analysis, Leadership, Public Speaking, Teamwork
Education
Ivey Business School at Western University 2013 — 2015
HBA
Western University 2010 — 2013
Bachelor of Arts (B.A.), Linguistics
St. Andrew's College 2009 — 2010
Carrie Kimberley Carrie Kimberley's ScotiaMcLeod Experience April 2013 - May 2014
Job Director, Advisor Experience Practice Management
Industry Financial Services
Experience
Credential February 2015 - Present
ScotiaMcLeod April 2013 - May 2014
Business Owner/Consultant July 2010 - April 2013
RBC Dominion Securities 2006 - 2010
Cypress Capital Management January 1999 - January 2004
RT Investment Counsel June 1998 - January 1999
Vancouver Financial Planning Consultants August 1995 - June 1998
Skills
Wealth Management, New Business Development, Market Research, Marketing Strategy, Sales Process, Communication, Franchising, Operational Excellence, Organizational..., Human Resources, Training, Conflict Management, Presentations, Office Administration, People Development, Coaching, Leadership, Small Business, Compliance, Recruiting, Customer Service, Report Writing, Marketing, Strategic Planning, Financial Planning, Financial Services, Portfolio Management, Relationship Management, Retirement Planning, Investments, Management, Mutual Funds
Education
Royal Roads University 2014 — 2016
Master's Degree, Leadership
The University of Hull
BA Hons, Social Policy & Administration
Canadian Securities Institute
Dale Carnegie Training
Leadership Training for Managers
Credential February 2015 - Present
ScotiaMcLeod April 2013 - May 2014
Business Owner/Consultant July 2010 - April 2013
RBC Dominion Securities 2006 - 2010
Cypress Capital Management January 1999 - January 2004
RT Investment Counsel June 1998 - January 1999
Vancouver Financial Planning Consultants August 1995 - June 1998
Skills
Wealth Management, New Business Development, Market Research, Marketing Strategy, Sales Process, Communication, Franchising, Operational Excellence, Organizational..., Human Resources, Training, Conflict Management, Presentations, Office Administration, People Development, Coaching, Leadership, Small Business, Compliance, Recruiting, Customer Service, Report Writing, Marketing, Strategic Planning, Financial Planning, Financial Services, Portfolio Management, Relationship Management, Retirement Planning, Investments, Management, Mutual Funds
Education
Royal Roads University 2014 — 2016
Master's Degree, Leadership
The University of Hull
BA Hons, Social Policy & Administration
Canadian Securities Institute
Dale Carnegie Training
Leadership Training for Managers
Caroline Hild Caroline Hild's ScotiaMcLeod Experience December 2014 - Present
Job Portfolio Manager & Director at ScotiaMcLeod
Industry Capital Markets
Experience
ScotiaMcLeod December 2014 - Present
ScotiaMcLeod 1995 - Present
ScotiaMcLeod March 2014 - December 2014
Education
McGill University
ScotiaMcLeod December 2014 - Present
ScotiaMcLeod 1995 - Present
ScotiaMcLeod March 2014 - December 2014
Education
McGill University
Allan Newman, CIM Allan Newman, CIM's ScotiaMcLeod Experience August 1996 - Present
Job H.B.A., LL.B., Director, Wealth Management, Associate Portfolio Manager ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod August 1996 - Present
Skills
Insurance, Portfolio Management, Retirement Planning, Investments, Investment Advisory, Wealth Management, Mutual Funds
Education
York University - Osgoode Hall Law School 1988 — 1991
LL.B., Bachelor of Laws
Ivey Business School at Western University 1986 — 1988
H.B.A., Business
ScotiaMcLeod August 1996 - Present
Skills
Insurance, Portfolio Management, Retirement Planning, Investments, Investment Advisory, Wealth Management, Mutual Funds
Education
York University - Osgoode Hall Law School 1988 — 1991
LL.B., Bachelor of Laws
Ivey Business School at Western University 1986 — 1988
H.B.A., Business
David Finley David Finley's ScotiaMcLeod Experience May 1993 - December 1994
Job Senior Vice President and Financial Advisor at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. October 2014 - Present
Raymond James Ltd. January 2012 - September 2014
Advisor 360 April 2010 - December 2011
Wellington West Capital Inc. November 2006 - April 2010
Clearsight Wealth Management Inc. January 2002 - October 2006
Affinity Investments 1995 - 2000
ScotiaMcLeod May 1993 - December 1994
Skills
Retirement Planning, Sales Management, Financial Advisory, Entrepreneur, Investments, Entrepreneurship, Marketing Strategy, New Business Development
Education
Huron University College 1988 — 1992
Lorne Park Secondary School 1983 — 1988
Raymond James Ltd. October 2014 - Present
Raymond James Ltd. January 2012 - September 2014
Advisor 360 April 2010 - December 2011
Wellington West Capital Inc. November 2006 - April 2010
Clearsight Wealth Management Inc. January 2002 - October 2006
Affinity Investments 1995 - 2000
ScotiaMcLeod May 1993 - December 1994
Skills
Retirement Planning, Sales Management, Financial Advisory, Entrepreneur, Investments, Entrepreneurship, Marketing Strategy, New Business Development
Education
Huron University College 1988 — 1992
Lorne Park Secondary School 1983 — 1988
Rick Kenney, CFA, CIM, FCSI Rick Kenney, CFA, CIM, FCSI's ScotiaMcLeod Experience July 2006 - December 2008
Job V.P. Compliance | BMO Private Banking | Legal, Corporate & Compliance Group | BMO Financial Group
Industry Investment Management
Experience
BMO Private Banking March 2015 - Present
Counsel Portfolio Services Inc. September 2010 - February 2015
Worldsource Financial Management January 2010 - August 2010
ScotiaMcLeod July 2006 - December 2008
RBC Action Direct 2004 - 2006
CIBC 1990 - 1995
Skills
Investments, Management, Fixed Income, Equities, Financial Risk, Alternative Investments, Wealth Management, Securities, Risk Management, Investment Advisory, AML, Investment Management, Retirement Planning, Portfolio Management, Mutual Funds, Asset Management, Business Strategy, Financial Analysis, Derivatives, Capital Markets, Auditing, Investment Strategies, Hedge Funds, Asset Allocation, Asset Managment, Anti Money Laundering
Education
CFA Institute 1996 — 2003
CFA Charter, Investment Analysis, CFA
Canadian Securities Institute 1995 — 1995
Chartered Investment Management
McMaster University 1990 — 1993
B.A., Economics
Sheridan College
St. Thomas
St. Veronica
BMO Private Banking March 2015 - Present
Counsel Portfolio Services Inc. September 2010 - February 2015
Worldsource Financial Management January 2010 - August 2010
ScotiaMcLeod July 2006 - December 2008
RBC Action Direct 2004 - 2006
CIBC 1990 - 1995
Skills
Investments, Management, Fixed Income, Equities, Financial Risk, Alternative Investments, Wealth Management, Securities, Risk Management, Investment Advisory, AML, Investment Management, Retirement Planning, Portfolio Management, Mutual Funds, Asset Management, Business Strategy, Financial Analysis, Derivatives, Capital Markets, Auditing, Investment Strategies, Hedge Funds, Asset Allocation, Asset Managment, Anti Money Laundering
Education
CFA Institute 1996 — 2003
CFA Charter, Investment Analysis, CFA
Canadian Securities Institute 1995 — 1995
Chartered Investment Management
McMaster University 1990 — 1993
B.A., Economics
Sheridan College
St. Thomas
St. Veronica
Brendan Toft Brendan Toft's ScotiaMcLeod Experience January 2013 - July 2014
Job Investment Associate at National Bank Financial
Industry Financial Services
Experience
National Bank Financial August 2014 - Present
ScotiaMcLeod January 2013 - July 2014
Golden West Broadcasting May 2011 - October 2012
Drumheller Dragons 2011 - 2012
Skills
Account Management, Communication, Account Maintenance, Performance Reporting, Client Relations Skills, Marketing Communications, Advertising, Online Marketing, Social Media, Business Development, Website Development, Client Co-ordination, Email Marketing, Document Management, Cash Flow, Portfolio Performance..., Marketing Management, Microsoft Excel, Public Relations, Blogging, Event Management, Journalism, Customer Service, Microsoft Office
Education
CSI Global Education
Conduct and Practices Handbook
CSI Global Education
Canadian Securities Course
Lethbridge College 2009 — 2011
Diploma, Communication Arts
Mount Royal College 2007 — 2009
General Studies
National Bank Financial August 2014 - Present
ScotiaMcLeod January 2013 - July 2014
Golden West Broadcasting May 2011 - October 2012
Drumheller Dragons 2011 - 2012
Skills
Account Management, Communication, Account Maintenance, Performance Reporting, Client Relations Skills, Marketing Communications, Advertising, Online Marketing, Social Media, Business Development, Website Development, Client Co-ordination, Email Marketing, Document Management, Cash Flow, Portfolio Performance..., Marketing Management, Microsoft Excel, Public Relations, Blogging, Event Management, Journalism, Customer Service, Microsoft Office
Education
CSI Global Education
Conduct and Practices Handbook
CSI Global Education
Canadian Securities Course
Lethbridge College 2009 — 2011
Diploma, Communication Arts
Mount Royal College 2007 — 2009
General Studies
Jodi Tanenbaum Jodi Tanenbaum's ScotiaMcLeod Experience 1995 - 1999
Job Director of Operations at Pardons Canada
Industry Individual & Family Services
Experience
Pardons Canada October 2008 - Present
Various Charitable Organizations 2001 - 2011
Cover to Cover Designs 1999 - 2003
ScotiaMcLeod 1995 - 1999
Skills
Research, Event Planning, Marketing, Strategic Planning, Public Speaking, Fundraising, Team Building, Non-profits
Education
McGill University 1990 — 1993
BComm, Business
Nyenrode Business Universiteit 1992 — 1992
Business
Thornlea 1984 — 1990
Pardons Canada October 2008 - Present
Various Charitable Organizations 2001 - 2011
Cover to Cover Designs 1999 - 2003
ScotiaMcLeod 1995 - 1999
Skills
Research, Event Planning, Marketing, Strategic Planning, Public Speaking, Fundraising, Team Building, Non-profits
Education
McGill University 1990 — 1993
BComm, Business
Nyenrode Business Universiteit 1992 — 1992
Business
Thornlea 1984 — 1990
Natalie Humphreys Natalie Humphreys's ScotiaMcLeod Experience October 2013 - May 2014
Job ScotiaMcLeod Manager, Marketing Managed Asset Programs at Scotiabank
Industry Financial Services
Experience
Scotiabank September 2007 - Present
ScotiaMcLeod October 2013 - May 2014
Scotiabank January 2005 - March 2007
Skills
Marketing Communications, Social Media, Relationship Management, Financial Services, Event Planning, Marketing Strategy, Financial Planners, Strategic Financial..., Leadership, Marketing, Wealth Management, Management, Project Management, Budgets, Internal Communications, Sales, Project Planning, High Net Worth..., Wealth, Strategy, Program Management, Financial Advisory, Financial Planning
Education
Ryerson University 2012 — 2015
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Humber College 2002 — 2006
Business Management, Financial Planning and Services
St. Joseph's Secondary School
Scotiabank September 2007 - Present
ScotiaMcLeod October 2013 - May 2014
Scotiabank January 2005 - March 2007
Skills
Marketing Communications, Social Media, Relationship Management, Financial Services, Event Planning, Marketing Strategy, Financial Planners, Strategic Financial..., Leadership, Marketing, Wealth Management, Management, Project Management, Budgets, Internal Communications, Sales, Project Planning, High Net Worth..., Wealth, Strategy, Program Management, Financial Advisory, Financial Planning
Education
Ryerson University 2012 — 2015
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Humber College 2002 — 2006
Business Management, Financial Planning and Services
St. Joseph's Secondary School
Frederic Bendahan's ScotiaMcLeod Experience September 2008 - September 2011
Job Senior private banker Private Banking
Industry Banking
Experience
Private Banking - Laurentian Bank May 2012 - Present
HSBC August 2011 - May 2012
ScotiaMcLeod September 2008 - September 2011
Bank of Montreal September 2005 - September 2008
SJJ Capital September 2002 - September 2005
Aventis Technologies 2000 - 2002
Rogers Communications 1998 - 2000
Skills
Investments, Portfolio Management, Risk Management, Retirement Planning, Investment Strategies, Financial Services, Management, Estate Planning, Securities, Loans, Outstanding..., Creative Financing, Private Banking
Education
Université de Montréal - HEC Montréal 2014 — 2018
Certificate in financial management, Finance and Financial Management Services
Canadian securities institute (CSI) 2003 — 2012
Wealth management, Finance
Commission scolaire Marguerite Bourgeois 1997 — 1998
Professional diploma, Accounting
Private Banking - Laurentian Bank May 2012 - Present
HSBC August 2011 - May 2012
ScotiaMcLeod September 2008 - September 2011
Bank of Montreal September 2005 - September 2008
SJJ Capital September 2002 - September 2005
Aventis Technologies 2000 - 2002
Rogers Communications 1998 - 2000
Skills
Investments, Portfolio Management, Risk Management, Retirement Planning, Investment Strategies, Financial Services, Management, Estate Planning, Securities, Loans, Outstanding..., Creative Financing, Private Banking
Education
Université de Montréal - HEC Montréal 2014 — 2018
Certificate in financial management, Finance and Financial Management Services
Canadian securities institute (CSI) 2003 — 2012
Wealth management, Finance
Commission scolaire Marguerite Bourgeois 1997 — 1998
Professional diploma, Accounting
Emily Dubis's ScotiaMcLeod Experience August 2013 - August 2014
Job J.D. Candidate at Queen's University
Industry Law Practice
Experience
Northumberland Community Legal Centre June 2015 - August 2015
Lakehead Law Students' Society May 2015 - August 2015
Northern Law Compass September 2014 - August 2015
Lakehead Law Students' Society September 2014 - April 2015
Lakehead Law vs. Med Games September 2014 - April 2015
Women in Law September 2014 - April 2015
ScotiaMcLeod August 2013 - August 2014
Queen's Students Today, Alumni Tomorrow September 2012 - April 2013
Mill Run Golf Club April 2011 - September 2012
Student Faculty Academics Committee September 2011 - April 2012
Skills
Marketing, Customer Service, Management, Fundraising, Microsoft Excel, Finance, Teamwork, Time Management, Leadership, Team Leadership, Microsoft Office, Salesforce, xEYE, Charles River
Education
Queen's University 2015 — 2017
Juris Doctor (J.D.), Faculty of Law
Lakehead University 2014 — 2015
Juris Doctor (J.D.), Bora Laskin Faculty of Law
Queen's University 2009 — 2013
Bachelor of Commerce, Queen's School of Business
University of Strathclyde 2012 — 2012
Strathclyde Business School
Uxbridge Secondary School 2005 — 2009
Northumberland Community Legal Centre June 2015 - August 2015
Lakehead Law Students' Society May 2015 - August 2015
Northern Law Compass September 2014 - August 2015
Lakehead Law Students' Society September 2014 - April 2015
Lakehead Law vs. Med Games September 2014 - April 2015
Women in Law September 2014 - April 2015
ScotiaMcLeod August 2013 - August 2014
Queen's Students Today, Alumni Tomorrow September 2012 - April 2013
Mill Run Golf Club April 2011 - September 2012
Student Faculty Academics Committee September 2011 - April 2012
Skills
Marketing, Customer Service, Management, Fundraising, Microsoft Excel, Finance, Teamwork, Time Management, Leadership, Team Leadership, Microsoft Office, Salesforce, xEYE, Charles River
Education
Queen's University 2015 — 2017
Juris Doctor (J.D.), Faculty of Law
Lakehead University 2014 — 2015
Juris Doctor (J.D.), Bora Laskin Faculty of Law
Queen's University 2009 — 2013
Bachelor of Commerce, Queen's School of Business
University of Strathclyde 2012 — 2012
Strathclyde Business School
Uxbridge Secondary School 2005 — 2009
Heather Dawson Heather Dawson's ScotiaMcLeod Experience August 1995 - November 1998
Job Division Social Convenor Junior School
Industry Events Services
Experience
Branksome Hall August 2011 - Present
AOL Canada January 2000 - August 2001
BMO Nesbitt Burns November 1998 - December 1999
ScotiaMcLeod August 1995 - November 1998
Banque Toronto-Dominion August 1992 - August 1995
Shilbley Righton 1992 - 1992
Skills
B2B, Direct Marketing, Marketing Strategy, Team Leadership, New Business Development, Project Management, Market Research, Marketing Communications, Sales, Marketing
Education
Schulich School of Business 1991 — 1992
MBA, Marketing and Finance
The University of Western Ontario - Huron University College 1985 — 1989
Honours BA, Psychology
Branksome Hall 1980 — 1985
Highschool, Ontario Honours High School Diploma
St. Georges Junior School 1971 — 1978
JK to 6
Branksome Hall August 2011 - Present
AOL Canada January 2000 - August 2001
BMO Nesbitt Burns November 1998 - December 1999
ScotiaMcLeod August 1995 - November 1998
Banque Toronto-Dominion August 1992 - August 1995
Shilbley Righton 1992 - 1992
Skills
B2B, Direct Marketing, Marketing Strategy, Team Leadership, New Business Development, Project Management, Market Research, Marketing Communications, Sales, Marketing
Education
Schulich School of Business 1991 — 1992
MBA, Marketing and Finance
The University of Western Ontario - Huron University College 1985 — 1989
Honours BA, Psychology
Branksome Hall 1980 — 1985
Highschool, Ontario Honours High School Diploma
St. Georges Junior School 1971 — 1978
JK to 6
Scott Rands Scott Rands's ScotiaMcLeod Experience December 1995 - Present
Job Sr. Wealth Advisor, ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod December 1995 - Present
Skills
Estate Planning, Trusts, Investment Management, Investments, Wealth Management, Wealth Management..., Business Development, Wealth, Financial Services, Investment Advisory, Investment Strategies, Finance
Education
I
IFEA
IFEA
IFEA
IFEA
Sauder School of Business
The University of Western Ontario
ScotiaMcLeod December 1995 - Present
Skills
Estate Planning, Trusts, Investment Management, Investments, Wealth Management, Wealth Management..., Business Development, Wealth, Financial Services, Investment Advisory, Investment Strategies, Finance
Education
I
IFEA
IFEA
IFEA
IFEA
Sauder School of Business
The University of Western Ontario
D. Mark Appleby D. Mark Appleby's ScotiaMcLeod Experience 1994 - 1997
Job President & CEO at Tartisan Resources Corp.
Industry Mining & Metals
Experience
Tartisan Resources Corp. December 2010 - Present
Atlantis Bancorp Inc. 1997 - 2012
ScotiaMcLeod 1994 - 1997
CS First Boston Canada Limited 1987 - 1993
Skills
Investment Banking, Fixed Income Trading, Merchant Banking, Start-ups, Turnarounds
Education
McMaster University 1983 — 1987
B.A, Political Science
Appleby College 1975 — 1983
Honours Post Secondary
Tartisan Resources Corp. December 2010 - Present
Atlantis Bancorp Inc. 1997 - 2012
ScotiaMcLeod 1994 - 1997
CS First Boston Canada Limited 1987 - 1993
Skills
Investment Banking, Fixed Income Trading, Merchant Banking, Start-ups, Turnarounds
Education
McMaster University 1983 — 1987
B.A, Political Science
Appleby College 1975 — 1983
Honours Post Secondary
Dean Morrison Dean Morrison's ScotiaMcLeod Experience September 1990 - December 2011
Job Investment Advisor at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities November 2011 - Present
ScotiaMcLeod September 1990 - December 2011
RBC 1989 - 1990
Skills
Wealth Management, Investment Strategies, Asset Allocation, Investments, Mutual Funds, Investment Advisory, Investment Management, ETFs, Alternative Investments, High Net Worth..., Securities, Retirement Planning, Wealth, Bonds, Equities
Education
McMaster University 1985 — 1989
Bachelor of Commerce, Finance
RBC Dominion Securities November 2011 - Present
ScotiaMcLeod September 1990 - December 2011
RBC 1989 - 1990
Skills
Wealth Management, Investment Strategies, Asset Allocation, Investments, Mutual Funds, Investment Advisory, Investment Management, ETFs, Alternative Investments, High Net Worth..., Securities, Retirement Planning, Wealth, Bonds, Equities
Education
McMaster University 1985 — 1989
Bachelor of Commerce, Finance
Greg Cowley Greg Cowley's ScotiaMcLeod Experience March 2001 - Present
Job Senior Wealth Advisor ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod March 2001 - Present
Skills
Charitable Giving..., Wealth Management, Investment Advisory, Retirement Planning, Investment Strategies, Risk Management, Insurance Planning, Will & Estate Planning, Tax Strategies, Tax, Portfolio Management, Investments, Alternative Investments, Asset Management, Securities, Wealth, Retirement
Education
The University of Lethbridge 1997 — 2000
Bachelor of Commerce, Finance
Northern Alberta Institute of Technology / NAIT 1995 — 1997
Business Administration, Finance
ScotiaMcLeod March 2001 - Present
Skills
Charitable Giving..., Wealth Management, Investment Advisory, Retirement Planning, Investment Strategies, Risk Management, Insurance Planning, Will & Estate Planning, Tax Strategies, Tax, Portfolio Management, Investments, Alternative Investments, Asset Management, Securities, Wealth, Retirement
Education
The University of Lethbridge 1997 — 2000
Bachelor of Commerce, Finance
Northern Alberta Institute of Technology / NAIT 1995 — 1997
Business Administration, Finance
Dana Di Rocco BA,CIM, PFP®, Dana Di Rocco BA,CIM, PFP®,'s ScotiaMcLeod Experience March 2008 - Present
Job Senior Associate at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod March 2008 - Present
Scotia McLeod September 2006 - March 2008
Scotiabank January 2003 - September 2006
Earls Restaurants 2002 - 2003
Skills
Portfolio Management, Investment Strategies, Mutual Funds, Wealth Management, Investments, Trading, Equities, Management, Asset Managment, Investment Advisory, Financial Risk, Securities, Strategic Financial..., Retirement Planning, Fixed Income, Estate Planning, Financial Planning
Education
Canadian Securities Institute 2015 — 2015
Financial Planning II, Financial Planning and Services, 80%
Canadian Securities Institute (CSI) 2015 — 2015
Applied Financial Planning Certification Examination, Financial Planning and Services
Canadian Securities Institute 2014 — 2015
Financial Planning I, Financial Planning and Services, 86%
Canadian Securities Institute 2014 — 2014
CERTIFICATE IN FINANCIAL SERVICES ADVICE, Financial Planning and Services
Canadian Securities Institute 2013 — 2014
Personal Financial Service Advice, Portfolio Management
Canadian Securities Institute 2007 — 2009
Canadian Securities Course, Conduct and Practices Handbook and Wealth Management Essentials, Finance
Simon Fraser University 2004 — 2006
Bachelors Degree, Arts, Psychology
Kwantlen University College 2001 — 2003
Associate of Arts Degree, Psychology
NDSS 1999 — 2001
ScotiaMcLeod March 2008 - Present
Scotia McLeod September 2006 - March 2008
Scotiabank January 2003 - September 2006
Earls Restaurants 2002 - 2003
Skills
Portfolio Management, Investment Strategies, Mutual Funds, Wealth Management, Investments, Trading, Equities, Management, Asset Managment, Investment Advisory, Financial Risk, Securities, Strategic Financial..., Retirement Planning, Fixed Income, Estate Planning, Financial Planning
Education
Canadian Securities Institute 2015 — 2015
Financial Planning II, Financial Planning and Services, 80%
Canadian Securities Institute (CSI) 2015 — 2015
Applied Financial Planning Certification Examination, Financial Planning and Services
Canadian Securities Institute 2014 — 2015
Financial Planning I, Financial Planning and Services, 86%
Canadian Securities Institute 2014 — 2014
CERTIFICATE IN FINANCIAL SERVICES ADVICE, Financial Planning and Services
Canadian Securities Institute 2013 — 2014
Personal Financial Service Advice, Portfolio Management
Canadian Securities Institute 2007 — 2009
Canadian Securities Course, Conduct and Practices Handbook and Wealth Management Essentials, Finance
Simon Fraser University 2004 — 2006
Bachelors Degree, Arts, Psychology
Kwantlen University College 2001 — 2003
Associate of Arts Degree, Psychology
NDSS 1999 — 2001
David Turnbull David Turnbull's ScotiaMcLeod Experience 1992 - 1994
Job Head of Private Company Advisory, Manulife Capital Markets
Industry Investment Banking
Experience
Manulife Financial January 2010 - Present
Arch Capital Inc. October 1997 - December 2009
Ernst & Young Orenda Corporate Finance September 1996 - July 1997
ScotiaMcLeod 1992 - 1994
RBC Dominion Securities 1990 - 1992
Skills
Investment Banking, Divestitures, Mergers, Buyouts, Corporate Finance, Private Placements, Financial Advisory, Business Strategy, Alternative Investments, Valuation, Restructuring, Business Valuation, Competitive Analysis, Equities, Private Equity, Investments, Venture Capital, Mezzanine, Capital Markets
Education
Richard Ivey School of Business 1994 — 1996
MBA, Business
Western University 1987 — 1990
BA, Economics
Oakridge
Manulife Financial January 2010 - Present
Arch Capital Inc. October 1997 - December 2009
Ernst & Young Orenda Corporate Finance September 1996 - July 1997
ScotiaMcLeod 1992 - 1994
RBC Dominion Securities 1990 - 1992
Skills
Investment Banking, Divestitures, Mergers, Buyouts, Corporate Finance, Private Placements, Financial Advisory, Business Strategy, Alternative Investments, Valuation, Restructuring, Business Valuation, Competitive Analysis, Equities, Private Equity, Investments, Venture Capital, Mezzanine, Capital Markets
Education
Richard Ivey School of Business 1994 — 1996
MBA, Business
Western University 1987 — 1990
BA, Economics
Oakridge
Paul J Manders Paul J Manders's ScotiaMcLeod Experience September 1998 - March 2002
Job Senior Vice President, Portfolio Manager at National Bank Financial
Industry Financial Services
Experience
JMRD Wealth Management, National Bank Financial March 2002 - Present
ScotiaMcLeod September 1998 - March 2002
PIB Financial January 1996 - September 1998
Skills
Wealth Management, Retirement Planning, Portfolio Management, Equities, Investments, Retirement, Financial Planning, Investment Advisory, Fixed Income, Strategic Financial..., ETFs, Asset Allocation, Portfolio Assessment, Model Portfolios, Bonds, Mutual Funds, Insurance
Education
King's University College 1991 — 1995
Hons. Economics, Economics
Medway High School 1987 — 1991
High School Diploma, 13
JMRD Wealth Management, National Bank Financial March 2002 - Present
ScotiaMcLeod September 1998 - March 2002
PIB Financial January 1996 - September 1998
Skills
Wealth Management, Retirement Planning, Portfolio Management, Equities, Investments, Retirement, Financial Planning, Investment Advisory, Fixed Income, Strategic Financial..., ETFs, Asset Allocation, Portfolio Assessment, Model Portfolios, Bonds, Mutual Funds, Insurance
Education
King's University College 1991 — 1995
Hons. Economics, Economics
Medway High School 1987 — 1991
High School Diploma, 13
Amanda DCruz Amanda DCruz's ScotiaMcLeod Experience August 2007 - September 2008
Job Analyst/Executive Assistant at Dubin & Company
Industry Higher Education
Experience
Dubin & Company January 2014 - Present
Highbridge Capital Management March 2011 - January 2014
ScotiaMcLeod August 2007 - September 2008
University of Windsor 2004 - 2006
Skills
Outlook, Administrative..., Microsoft Excel, PowerPoint, Research
Education
University of Windsor 2003 — 2007
Bachelor of Arts (BA) with Honors, Visual Arts & Communication Studies
Parsons School of Design 2008 — 2009
Associate of Arts and Sciences (AAS), Fashion Design
Goldey Beacom College 2010 — 2012
Master of Business Administration (MBA), International Business
Dubin & Company January 2014 - Present
Highbridge Capital Management March 2011 - January 2014
ScotiaMcLeod August 2007 - September 2008
University of Windsor 2004 - 2006
Skills
Outlook, Administrative..., Microsoft Excel, PowerPoint, Research
Education
University of Windsor 2003 — 2007
Bachelor of Arts (BA) with Honors, Visual Arts & Communication Studies
Parsons School of Design 2008 — 2009
Associate of Arts and Sciences (AAS), Fashion Design
Goldey Beacom College 2010 — 2012
Master of Business Administration (MBA), International Business
Bill McNeil, B.Comm, PFP, AICB's ScotiaMcLeod Experience December 2003 - February 2007
Job Senior Wealth Advisor at Meridian Credit Union
Industry Investment Management
Experience
Meridian Credit Union November 2013 - Present
CIBC Imperial Service September 2010 - May 2013
CSI Global Education Inc. July 2011 - February 2012
Lowe's November 2009 - September 2010
Fanshawe College January 2007 - May 2007
ScotiaMcLeod December 2003 - February 2007
RBC July 1990 - December 2003
Skills
Financial Planning, Investments, Retirement Planning, Banking, Mutual Funds, Portfolio Management, Wealth Management, Strategic Financial..., Wealth, Retirement, Financial Advisory, Residential Mortgages, Asset Allocation, Financial Services, Fixed Annuities, Insurance, Asset Management, Finance, Relationship Management, Credit Risk, Investment Management, Estate Planning, Pensions, Mortgage Lending, Equities, Credit, Loans, Commercial Lending, Financial Analysis, Risk Management, Credit Analysis, Retail Banking, Refinance, Critical Illness, Investment Strategies, Financial Planners, Business Planning, Bonds, Management, Securities, Investment Advisory, Leadership, Alternative Investments, Consumer Lending
Education
Financial Planning Standards Council
FPSC Level 1 Certification in Financial Planning
McMaster University 1986 — 1990
B.Comm
Arnprior District High School 1982 — 1986
Meridian Credit Union November 2013 - Present
CIBC Imperial Service September 2010 - May 2013
CSI Global Education Inc. July 2011 - February 2012
Lowe's November 2009 - September 2010
Fanshawe College January 2007 - May 2007
ScotiaMcLeod December 2003 - February 2007
RBC July 1990 - December 2003
Skills
Financial Planning, Investments, Retirement Planning, Banking, Mutual Funds, Portfolio Management, Wealth Management, Strategic Financial..., Wealth, Retirement, Financial Advisory, Residential Mortgages, Asset Allocation, Financial Services, Fixed Annuities, Insurance, Asset Management, Finance, Relationship Management, Credit Risk, Investment Management, Estate Planning, Pensions, Mortgage Lending, Equities, Credit, Loans, Commercial Lending, Financial Analysis, Risk Management, Credit Analysis, Retail Banking, Refinance, Critical Illness, Investment Strategies, Financial Planners, Business Planning, Bonds, Management, Securities, Investment Advisory, Leadership, Alternative Investments, Consumer Lending
Education
Financial Planning Standards Council
FPSC Level 1 Certification in Financial Planning
McMaster University 1986 — 1990
B.Comm
Arnprior District High School 1982 — 1986
Jenny Wright Jenny Wright's ScotiaMcLeod Experience January 2013 - Present
Job Senior Associate at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod January 2013 - Present
Qtrade Financial Group November 2011 - January 2013
TD Bank Group May 2010 - November 2011
TD Waterhouse October 2006 - May 2010
TD Waterhouse September 2005 - October 2006
ScotiaMcLeod April 2000 - September 2005
Canadian Western Bank Group 1994 - 2000
Skills
Thomson One, IBM (ISM) / OSS, Vantage CMS (Xeye), NaviPlan Extended, MS Office 2007 / 2010, WebEx, Dataphile, Univeris, ADP, ACT, Maximizer, Wealth Management, Thompson One, Mutual Funds, Strategic Financial..., Investments, CMS, Retirement Planning
Education
Canadian Institute of Financial Planning 2012 — 2013
Registered Retirement Consultant
Canadian Securities Institute 2000 — 2008
FMA, Investments
Kwantlen University College 1997 — 1999
General Studies
ScotiaMcLeod January 2013 - Present
Qtrade Financial Group November 2011 - January 2013
TD Bank Group May 2010 - November 2011
TD Waterhouse October 2006 - May 2010
TD Waterhouse September 2005 - October 2006
ScotiaMcLeod April 2000 - September 2005
Canadian Western Bank Group 1994 - 2000
Skills
Thomson One, IBM (ISM) / OSS, Vantage CMS (Xeye), NaviPlan Extended, MS Office 2007 / 2010, WebEx, Dataphile, Univeris, ADP, ACT, Maximizer, Wealth Management, Thompson One, Mutual Funds, Strategic Financial..., Investments, CMS, Retirement Planning
Education
Canadian Institute of Financial Planning 2012 — 2013
Registered Retirement Consultant
Canadian Securities Institute 2000 — 2008
FMA, Investments
Kwantlen University College 1997 — 1999
General Studies
Emily Tauro's ScotiaMcLeod Experience April 2011 - September 2011
Job Entrepreneur
Industry Media Production
Experience
Various Projects January 2014 - Present
Michele Mele Music September 2011 - Present
Avid Apparel January 2012 - April 2015
Actors Working July 2012 - December 2014
Joseph Mimran & Associates 2012 - 2012
ScotiaMcLeod April 2011 - September 2011
Skills
Microsoft Office, Event Management, Social Media Marketing, Marketing Communications, Event Planning, Social Media, Visual Merchandising, Stage Carpentry, Acting, Concert Production, Talent Scouting, Photography, Blogging, Social Networking, Adobe Creative Suite, Public Relations, Photoshop, Theatre, Marketing, Public Speaking, Advertising, PowerPoint, Time Management, Illustrator, Teamwork, Graphic Design, Creative Direction, InDesign, Leadership
Education
George Brown College 2014 — 2015
Retail Buying Certificate, Retail Buying
Dalhousie University 2009 — 2012
Bachelor's Degree, Italian Language and Literature
Various Projects January 2014 - Present
Michele Mele Music September 2011 - Present
Avid Apparel January 2012 - April 2015
Actors Working July 2012 - December 2014
Joseph Mimran & Associates 2012 - 2012
ScotiaMcLeod April 2011 - September 2011
Skills
Microsoft Office, Event Management, Social Media Marketing, Marketing Communications, Event Planning, Social Media, Visual Merchandising, Stage Carpentry, Acting, Concert Production, Talent Scouting, Photography, Blogging, Social Networking, Adobe Creative Suite, Public Relations, Photoshop, Theatre, Marketing, Public Speaking, Advertising, PowerPoint, Time Management, Illustrator, Teamwork, Graphic Design, Creative Direction, InDesign, Leadership
Education
George Brown College 2014 — 2015
Retail Buying Certificate, Retail Buying
Dalhousie University 2009 — 2012
Bachelor's Degree, Italian Language and Literature
Olga Sanchez-Alonso Olga Sanchez-Alonso's ScotiaMcLeod Experience April 2015 - Present
Job Administrative Assistant at ScotiaMcLeod
Industry Consumer Goods
Experience
ScotiaMcLeod April 2015 - Present
Hispanotech January 2014 - February 2014
BMO Financial G August 2008 - December 2011
Kimberly Clark July 2004 - 2005
Colombina S.A March 2000 - 2003
Skills
Marketing, Leadership, Marketing Strategy, Sales, Market Research, Budget Management, Presentation Skills, Supplier Negotiation, Event Planning, Skilled Multi-tasker, Development Of..., Promotions Coordinator, Management, Brand Management, Marketing Research, Product Development, Analysis, Strategy, Customer Service, Team Leadership, Business Strategy, Strategic Planning
Education
McGill University 2010 — 2012
Graduate Certificate, Marketing
McGill University 2007 — 2010
Certificate of Proficiency in English
CEGEP VIEUX MONTREAL 2006 — 2006
French, Francisacion
Pontificia Universidad Javeriana
Business Administration, B.Sc, Marketing
ScotiaMcLeod April 2015 - Present
Hispanotech January 2014 - February 2014
BMO Financial G August 2008 - December 2011
Kimberly Clark July 2004 - 2005
Colombina S.A March 2000 - 2003
Skills
Marketing, Leadership, Marketing Strategy, Sales, Market Research, Budget Management, Presentation Skills, Supplier Negotiation, Event Planning, Skilled Multi-tasker, Development Of..., Promotions Coordinator, Management, Brand Management, Marketing Research, Product Development, Analysis, Strategy, Customer Service, Team Leadership, Business Strategy, Strategic Planning
Education
McGill University 2010 — 2012
Graduate Certificate, Marketing
McGill University 2007 — 2010
Certificate of Proficiency in English
CEGEP VIEUX MONTREAL 2006 — 2006
French, Francisacion
Pontificia Universidad Javeriana
Business Administration, B.Sc, Marketing
Reg Jackson Reg Jackson's ScotiaMcLeod Experience April 1996 - 2002
Job Vice President / Portfolio Manager at National Bank Financial
Industry Investment Management
Experience
JMRD Wealth Management Team at National Bank Financial March 2002 - Present
ScotiaMcLeod April 1996 - 2002
Skills
Wealth Management, Investments, Portfolio Management, Asset Allocation, Equities, Mutual Funds, Investment Strategies, Investment Advisory, Retirement Planning, ETFs, Investment Management, Securities, Bonds, Financial Advisory, Capital Markets, Risk Management, portfolio manager, discretionary management, Stocks, Insurance, Valuation, Asset Management, Fixed Income, Alternative Investments, Estate Planning, RSPS, rifs, Professional..., exchange traded funds, ETF strategist, ETF custom portfolios, customised ETF..., wealth manager
Education
Ivey Business School at Western University 1994 — 1996
HBA, Finance
St Marys DCVI 1985 — 1990
High School diploma, High School diploma
JMRD Wealth Management Team at National Bank Financial March 2002 - Present
ScotiaMcLeod April 1996 - 2002
Skills
Wealth Management, Investments, Portfolio Management, Asset Allocation, Equities, Mutual Funds, Investment Strategies, Investment Advisory, Retirement Planning, ETFs, Investment Management, Securities, Bonds, Financial Advisory, Capital Markets, Risk Management, portfolio manager, discretionary management, Stocks, Insurance, Valuation, Asset Management, Fixed Income, Alternative Investments, Estate Planning, RSPS, rifs, Professional..., exchange traded funds, ETF strategist, ETF custom portfolios, customised ETF..., wealth manager
Education
Ivey Business School at Western University 1994 — 1996
HBA, Finance
St Marys DCVI 1985 — 1990
High School diploma, High School diploma
Gary Dandridge Gary Dandridge's ScotiaMcLeod Experience 1994 - 1995
Job IT Leader, Strategy & Delivery in Capital Markets and Wealth Technology
Industry Information Technology and Services
Experience
Manulife Financial January 2015 - Present
Raymond James Ltd. April 2014 - August 2014
SunGard Financial Systems April 2011 - January 2014
Stratix Consulting 1997 - March 2011
Scotiabank 1995 - 1997
ScotiaMcLeod 1994 - 1995
ScotiaMcLeod 1992 - 1994
Canadian Tire 1988 - 1992
Skills
IT Strategy, Capital Markets, Enterprise Architecture, Wealth Management, Portfolio Management, Electronic Trading, Management Consulting, Governance, Back Office, Prime Brokerage, IT Roadmaps, Strategic Sourcing, Vendor Management, FX Options, Property & Casualty..., Asset Management, Client Relationships..., Project Management, Project Portfolio..., Business Process, Business Transformation, Data Governance, Data Management
Education
McGill University
B.Comm
Vanier College
Pure and Applied Science
Canadian Securities Institute
Canadian Securities Course, Conduct and Practices
Manulife Financial January 2015 - Present
Raymond James Ltd. April 2014 - August 2014
SunGard Financial Systems April 2011 - January 2014
Stratix Consulting 1997 - March 2011
Scotiabank 1995 - 1997
ScotiaMcLeod 1994 - 1995
ScotiaMcLeod 1992 - 1994
Canadian Tire 1988 - 1992
Skills
IT Strategy, Capital Markets, Enterprise Architecture, Wealth Management, Portfolio Management, Electronic Trading, Management Consulting, Governance, Back Office, Prime Brokerage, IT Roadmaps, Strategic Sourcing, Vendor Management, FX Options, Property & Casualty..., Asset Management, Client Relationships..., Project Management, Project Portfolio..., Business Process, Business Transformation, Data Governance, Data Management
Education
McGill University
B.Comm
Vanier College
Pure and Applied Science
Canadian Securities Institute
Canadian Securities Course, Conduct and Practices
Shideh Tolou Shideh Tolou's ScotiaMcLeod Experience April 2015 - July 2015
Job ScotiaMcLeod(Internship)
Industry Banking
Experience
ScotiaMcLeod April 2015 - July 2015
Tejarat Bank February 2001 - January 2015
Tejarat bank August 1992 - March 2001
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Financial Analysis, Banking, PowerPoint, Teamwork, Finance, Credit Analysis, English, Research, Public Speaking, Project Planning, Software Documentation, Financial Reporting, Risk Management, camfar, Project Finance, Economics, Mutual Funds, Accounting, Project Analysis, Excel
Education
Academy of Learning College 2013 — 2014
Diploma, Computerize accounting
Shahid Beheshti University 2001 — 2002
Post graduate, Banking managment
Islamic Azad University 1986 — 1992
Accounting
CSI
Investment Funds in Canada
ScotiaMcLeod April 2015 - July 2015
Tejarat Bank February 2001 - January 2015
Tejarat bank August 1992 - March 2001
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Financial Analysis, Banking, PowerPoint, Teamwork, Finance, Credit Analysis, English, Research, Public Speaking, Project Planning, Software Documentation, Financial Reporting, Risk Management, camfar, Project Finance, Economics, Mutual Funds, Accounting, Project Analysis, Excel
Education
Academy of Learning College 2013 — 2014
Diploma, Computerize accounting
Shahid Beheshti University 2001 — 2002
Post graduate, Banking managment
Islamic Azad University 1986 — 1992
Accounting
CSI
Investment Funds in Canada
Simon Briere Simon Briere's ScotiaMcLeod Experience 2009 - February 2015
Job Market Strategist at R.J. O'Brien & Associates Canada
Industry Banking
Experience
R.J. O'Brien & Associates Canada February 2015 - Present
ScotiaMcLeod 2009 - February 2015
Scotia iTRADE 2008 - 2009
Skills
Derivatives Trading, Energy Derivatives, FX Derivatives, Commodity Markets, Agricultural Economics, Commodity Risk..., Exchange Traded..., Agricultural Commodities, Market Analysis, Commodity, Mutual Funds, Investments, Financial Markets
Education
HEC Montreal 2004 — 2008
BAA, Finance
Lund University 2006 — 2007
Bachelor of Arts (B.A.), Economics
R.J. O'Brien & Associates Canada February 2015 - Present
ScotiaMcLeod 2009 - February 2015
Scotia iTRADE 2008 - 2009
Skills
Derivatives Trading, Energy Derivatives, FX Derivatives, Commodity Markets, Agricultural Economics, Commodity Risk..., Exchange Traded..., Agricultural Commodities, Market Analysis, Commodity, Mutual Funds, Investments, Financial Markets
Education
HEC Montreal 2004 — 2008
BAA, Finance
Lund University 2006 — 2007
Bachelor of Arts (B.A.), Economics
Chad Simone, CFP® Chad Simone, CFP®'s ScotiaMcLeod Experience October 2013 - Present
Job Senior Associate at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod October 2013 - Present
ScotiaMcLeod November 2010 - October 2013
Scotiabank April 2009 - November 2010
Skills
Strategic Financial..., Wealth Management, Investment Strategies, Portfolio Management, Retirement Planning, Estate Planning, Asset Management, Equities, Banking, Investment Management, Financial Services, Bonds, Risk Management, Microsoft Excel, Financial Planning
Education
George Brown College 2006 — 2010
Bachelor of Applied Business, Financial Services
ScotiaMcLeod October 2013 - Present
ScotiaMcLeod November 2010 - October 2013
Scotiabank April 2009 - November 2010
Skills
Strategic Financial..., Wealth Management, Investment Strategies, Portfolio Management, Retirement Planning, Estate Planning, Asset Management, Equities, Banking, Investment Management, Financial Services, Bonds, Risk Management, Microsoft Excel, Financial Planning
Education
George Brown College 2006 — 2010
Bachelor of Applied Business, Financial Services
Paul Danesi, CIM Paul Danesi, CIM's ScotiaMcLeod Experience 2004 - 2012
Job Investment Advisor
Industry Investment Management
Experience
BMO Nesbitt Burns November 2013 - Present
ScotiaMcLeod 2004 - 2012
ScotiaMcLeod 1998 - 2004
Scotiabank Global Banking and Markets 1995 - 1998
ScotiaMcLeod 1992 - 1995
Skills
Investment Strategies, Wealth Management, Investment Advisory, Investments, Equities, ETFs, Bloomberg, Equity Research, Capital Markets, Investment Management, Trading, Financial Markets, Risk Management, Financial Advisory, Mutual Funds, Finance, Asset Allocation, Alternative Investments
Education
Laurentian University/Université Laurentienne
Bachelor of Arts (B.A.)
BMO Nesbitt Burns November 2013 - Present
ScotiaMcLeod 2004 - 2012
ScotiaMcLeod 1998 - 2004
Scotiabank Global Banking and Markets 1995 - 1998
ScotiaMcLeod 1992 - 1995
Skills
Investment Strategies, Wealth Management, Investment Advisory, Investments, Equities, ETFs, Bloomberg, Equity Research, Capital Markets, Investment Management, Trading, Financial Markets, Risk Management, Financial Advisory, Mutual Funds, Finance, Asset Allocation, Alternative Investments
Education
Laurentian University/Université Laurentienne
Bachelor of Arts (B.A.)
Louise Sullivan, CIM Louise Sullivan, CIM's ScotiaMcLeod Experience July 2014 - June 2015
Job Inverstment Representative Trading Looking for Employment with a Growing Brokerage,
Industry Financial Services
Experience
ScotiaMcLeod July 2014 - June 2015
TD Waterhouse now TD Direct Investing November 1992 - November 2013
Skills
Mutual Funds, Equities, Fixed Income, Foreign Exchange, Options, Microsoft Word, Microsoft Excel
Education
Canadian Securities Institute 1988 — 2011
Investments and Securities
St. Mary's University 1989 — 1990
Business
Humber College 1985 — 1986
Business
ScotiaMcLeod July 2014 - June 2015
TD Waterhouse now TD Direct Investing November 1992 - November 2013
Skills
Mutual Funds, Equities, Fixed Income, Foreign Exchange, Options, Microsoft Word, Microsoft Excel
Education
Canadian Securities Institute 1988 — 2011
Investments and Securities
St. Mary's University 1989 — 1990
Business
Humber College 1985 — 1986
Business
Greg Guichon Greg Guichon's ScotiaMcLeod Experience November 1980 - November 2000
Job Chairman & CEO, Barometer Capital Management
Industry Investment Management
Experience
Barometer Capital Management November 2006 - Present
Rockwater Capital Corporation November 2000 - October 2006
ScotiaMcLeod November 1980 - November 2000
Skills
Portfolio Management, Equities, Valuation, Hedge Funds, Asset Managment, Asset Management, Investments, Finance, Financial Modeling, Leadership, Management, Private Equity, Mutual Funds, Capital Markets, Trading
Education
The University of Western Ontario - Richard Ivey School of Business 1976 — 1979
MBA
University of Calgary 1972 — 1976
BA, Philosophy, Minor in Economics
Barometer Capital Management November 2006 - Present
Rockwater Capital Corporation November 2000 - October 2006
ScotiaMcLeod November 1980 - November 2000
Skills
Portfolio Management, Equities, Valuation, Hedge Funds, Asset Managment, Asset Management, Investments, Finance, Financial Modeling, Leadership, Management, Private Equity, Mutual Funds, Capital Markets, Trading
Education
The University of Western Ontario - Richard Ivey School of Business 1976 — 1979
MBA
University of Calgary 1972 — 1976
BA, Philosophy, Minor in Economics
Bill Moffatt Bill Moffatt's ScotiaMcLeod Experience 1995 - 2002
Job Principal at N//ERGY Solutions
Industry Environmental Services
Experience
N//ERGY Solutions April 2002 - Present
ScotiaMcLeod 1995 - 2002
Skills
Renewable Energy, Investments
Education
The University of Western Ontario - Richard Ivey School of Business 1990 — 1991
Master of Business Administration (MBA), Finance and Financial Management Services
Queen's University 1981 — 1985
BSc Eng (Electrical), Electrical Engineering
N//ERGY Solutions April 2002 - Present
ScotiaMcLeod 1995 - 2002
Skills
Renewable Energy, Investments
Education
The University of Western Ontario - Richard Ivey School of Business 1990 — 1991
Master of Business Administration (MBA), Finance and Financial Management Services
Queen's University 1981 — 1985
BSc Eng (Electrical), Electrical Engineering
Georgia Corkins's ScotiaMcLeod Experience 1990 - 1992
Job Investment Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
Idlewyld Manor 2010 - Present
BMO Nesbitt Burns 1992 - Present
ScotiaMcLeod 1990 - 1992
Skills
Investments, Retirement, Strategic Financial..., Securities, Retirement Planning, Estate Planning, Mutual Funds, Portfolio Management, Wealth Management, Investment Strategies, Financial Planning, Financial Services, Asset Allocation, Equities, Investment Advisory, Asset Management, Financial Advisory, Investment Management, Fixed Income, Finance
Education
Ryerson University 1983 — 1986
Bachelor of Applied Arts, Radio & Television
Jarvis Collegiate 1977 — 1982
Bachelor of Applied Arts
Idlewyld Manor 2010 - Present
BMO Nesbitt Burns 1992 - Present
ScotiaMcLeod 1990 - 1992
Skills
Investments, Retirement, Strategic Financial..., Securities, Retirement Planning, Estate Planning, Mutual Funds, Portfolio Management, Wealth Management, Investment Strategies, Financial Planning, Financial Services, Asset Allocation, Equities, Investment Advisory, Asset Management, Financial Advisory, Investment Management, Fixed Income, Finance
Education
Ryerson University 1983 — 1986
Bachelor of Applied Arts, Radio & Television
Jarvis Collegiate 1977 — 1982
Bachelor of Applied Arts
Nilda Hermosa Nilda Hermosa's ScotiaMcLeod Experience December 2003 - December 2005
Job Project Manager at RBC
Industry Banking
Experience
RBC May 2014 - Present
RBC February 2014 - Present
RBC February 2011 - February 2014
Scotiabank February 2008 - February 2011
Scotiabank December 2005 - February 2008
ScotiaMcLeod December 2003 - December 2005
ScotiaMcLeod January 2003 - December 2003
ScotiaMcLeod January 2001 - January 2003
Skills
Fixed Income, Portfolio Management, Banking, Business Analysis, Risk Management, Investments, Credit, Financial Risk
Education
Ryerson University 2001 — 2007
B Comm, Information Technology Management
RBC May 2014 - Present
RBC February 2014 - Present
RBC February 2011 - February 2014
Scotiabank February 2008 - February 2011
Scotiabank December 2005 - February 2008
ScotiaMcLeod December 2003 - December 2005
ScotiaMcLeod January 2003 - December 2003
ScotiaMcLeod January 2001 - January 2003
Skills
Fixed Income, Portfolio Management, Banking, Business Analysis, Risk Management, Investments, Credit, Financial Risk
Education
Ryerson University 2001 — 2007
B Comm, Information Technology Management
Linda Holmes Linda Holmes's ScotiaMcLeod Experience August 2013 - August 2014
Job Director Retail Compliance at ScotiaMcLeod
Industry Financial Services
Experience
Scotia Capital January 2009 - Present
Investment Industry March 2007 - Present
ScotiaMcLeod August 2013 - August 2014
Scotia Securities Inc. (Scotiabank) September 2012 - August 2013
Dundee Securities August 1997 - August 2006
The Financial Planning Group April 1997 - August 1997
Money Concepts January 1989 - April 1997
Richardson Greenshields June 1979 - August 1988
Skills
Securities, Mutual Funds, Wealth Management, Corporate Governance, Risk Management, Capital Markets, Investments, Asset Managment, Investment Advisory, Insurance, Due Diligence, Equities, Governance, Estate Planning, Privacy Law
Education
Ontario Police College 1976 — 1976
Seneca College of Applied Arts and Technology
Scotia Capital January 2009 - Present
Investment Industry March 2007 - Present
ScotiaMcLeod August 2013 - August 2014
Scotia Securities Inc. (Scotiabank) September 2012 - August 2013
Dundee Securities August 1997 - August 2006
The Financial Planning Group April 1997 - August 1997
Money Concepts January 1989 - April 1997
Richardson Greenshields June 1979 - August 1988
Skills
Securities, Mutual Funds, Wealth Management, Corporate Governance, Risk Management, Capital Markets, Investments, Asset Managment, Investment Advisory, Insurance, Due Diligence, Equities, Governance, Estate Planning, Privacy Law
Education
Ontario Police College 1976 — 1976
Seneca College of Applied Arts and Technology
Marc-Antoine Saad Marc-Antoine Saad's ScotiaMcLeod Experience May 2001 - Present
Job Investment Associate at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod May 2001 - Present
ScotiaMcLeod June 2000 - May 2001
Skills
Investments, Strategic Financial..., Bonds, Investment Management, Securities, ETFs, Investment Portfolio, Investment Strategies, Cash Management, Investment Advisory, Mutual Funds, Wealth Management, Financial Analysis, Finance, Stocks, Banking, Asset Allocation, Preferred Shares, Portfolio Management
Education
Canadian Securities Institute 2002 — 2002
Portfolio Management Techniques, Finance
Canadian Securities Institute 2000 — 2000
Canadian Securities Course, Finance
Université du Québec 1999 — 2000
Dess, Financial Analysis
Université de Montréal - HEC Montréal 1996 — 1999
Baa, Finance
ScotiaMcLeod May 2001 - Present
ScotiaMcLeod June 2000 - May 2001
Skills
Investments, Strategic Financial..., Bonds, Investment Management, Securities, ETFs, Investment Portfolio, Investment Strategies, Cash Management, Investment Advisory, Mutual Funds, Wealth Management, Financial Analysis, Finance, Stocks, Banking, Asset Allocation, Preferred Shares, Portfolio Management
Education
Canadian Securities Institute 2002 — 2002
Portfolio Management Techniques, Finance
Canadian Securities Institute 2000 — 2000
Canadian Securities Course, Finance
Université du Québec 1999 — 2000
Dess, Financial Analysis
Université de Montréal - HEC Montréal 1996 — 1999
Baa, Finance
Joe South Joe South's ScotiaMcLeod Experience 1986 - 1991
Job President, Shadow Financial Systems, Inc.
Industry Computer Software
Experience
Shadow Financial Systems January 2006 - Present
Paloma Partners 2003 - 2006
Maple Securities USA, Inc. 1994 - 2003
Maple Securities Canada Limited 1991 - 1994
ScotiaMcLeod 1986 - 1991
Ernst & Young 1982 - 1986
Education
Chartered Professional Accountants of Ontario 2014 — 2014
CPA
Certified General Accountants of Canada 1986 — 1988
CGA
Queen's University 1978 — 1982
B.Comm.
Shadow Financial Systems January 2006 - Present
Paloma Partners 2003 - 2006
Maple Securities USA, Inc. 1994 - 2003
Maple Securities Canada Limited 1991 - 1994
ScotiaMcLeod 1986 - 1991
Ernst & Young 1982 - 1986
Education
Chartered Professional Accountants of Ontario 2014 — 2014
CPA
Certified General Accountants of Canada 1986 — 1988
CGA
Queen's University 1978 — 1982
B.Comm.
Ted Croitoru Ted Croitoru's ScotiaMcLeod Experience 2009 - Present
Job Senior Wealth Advisor at ScotiaMcLeod (Toronto) ...... Life Underwriter at ScotiaMcLeod Financial Services Inc.
Industry Financial Services
Experience
ScotiaMcLeod 2009 - Present
CIBC Wood Gundy 2001 - 2009
Merrill Lynch Canada 1998 - 2001
Bank of Montreal 1990 - 1996
Skills
Financial Planning, Insurance, Annuities, Wealth Management, Asset Management
Education
York University - Schulich School of Business 1986 — 1988
MBA
McGill University 1983 — 1986
BSc.
ScotiaMcLeod 2009 - Present
CIBC Wood Gundy 2001 - 2009
Merrill Lynch Canada 1998 - 2001
Bank of Montreal 1990 - 1996
Skills
Financial Planning, Insurance, Annuities, Wealth Management, Asset Management
Education
York University - Schulich School of Business 1986 — 1988
MBA
McGill University 1983 — 1986
BSc.
Roberto Pietracupa Roberto Pietracupa's ScotiaMcLeod Experience 2006 - Present
Job Director, Wealth Management The Pietracupa Group, ScotiaMcleod
Industry Investment Management
Experience
ScotiaMcLeod 2006 - Present
ScotiaMcleod June 1994 - Present
ScotiaMcleod 1995 - 2010
Skills
Investment Strategies, Estate Planning, Retirement, Asset Management, Fixed Income, Equity Selection, Tax Investment..., Cash Flow Management, Investment Advisory, Asset Allocation, Insurance, Finance, Risk Management, Financial Advisory, Management, Financial Services, Alternative Investments, Critical Illness, Cash Flow
Education
McGill University
Bachelor of Arts (B.A.)
ScotiaMcLeod 2006 - Present
ScotiaMcleod June 1994 - Present
ScotiaMcleod 1995 - 2010
Skills
Investment Strategies, Estate Planning, Retirement, Asset Management, Fixed Income, Equity Selection, Tax Investment..., Cash Flow Management, Investment Advisory, Asset Allocation, Insurance, Finance, Risk Management, Financial Advisory, Management, Financial Services, Alternative Investments, Critical Illness, Cash Flow
Education
McGill University
Bachelor of Arts (B.A.)
Christian Desjardins, MBA, CIM Christian Desjardins, MBA, CIM's ScotiaMcLeod Experience June 2009 - Present
Job Wealth Advisor
Industry Financial Services
Experience
ScotiaMcLeod June 2009 - Present
AGF Management Limited January 2005 - June 2009
TD Bank July 1998 - September 2003
Skills
Investments, Wealth Management, Wealth, Portfolio Management, Strategic Financial..., Mutual Funds, Asset Management, Financial Services, Cash Management, Fixed Income, Options, Estate Planning, Risk Management, FX, Liquidity Management, Financial Planning, Insurance, Business Strategy
Education
CSI 2010 — 2010
CIM, Canadian Investment Manager (CIM)
Université du Québec à Montréal 2005 — 2007
MBA, Finance
HEC Montréal 1995 — 1998
BAA, Finance
Ecole supérieure de Commerce de Bordeaux-Ecole de Management 1997 — 1997
BAA, Management
ScotiaMcLeod June 2009 - Present
AGF Management Limited January 2005 - June 2009
TD Bank July 1998 - September 2003
Skills
Investments, Wealth Management, Wealth, Portfolio Management, Strategic Financial..., Mutual Funds, Asset Management, Financial Services, Cash Management, Fixed Income, Options, Estate Planning, Risk Management, FX, Liquidity Management, Financial Planning, Insurance, Business Strategy
Education
CSI 2010 — 2010
CIM, Canadian Investment Manager (CIM)
Université du Québec à Montréal 2005 — 2007
MBA, Finance
HEC Montréal 1995 — 1998
BAA, Finance
Ecole supérieure de Commerce de Bordeaux-Ecole de Management 1997 — 1997
BAA, Management
Daniella Vona Daniella Vona's ScotiaMcLeod Experience September 2007 - January 2008
Job B.Comm Graduate | Marketing Professional
Industry Marketing and Advertising
Experience
TJX Canada/Winners Merchants International L.P. July 2014 - August 2014
Aldo Group October 2011 - September 2013
War Child Canada May 2010 - July 2010
ScotiaMcLeod September 2007 - January 2008
Skills
Leadership, Customer Service, Marketing, Sales, Team Building, Visual Merchandising, Microsoft Excel, Microsoft Word, Retail, Time Management, Merchandising, Operations Management, Teamwork, Inventory Management, Social Media, Store Management, Selling, Customer Satisfaction, Social Media Marketing, Market Research, Team Leadership
Education
Ryerson University 2013 — 2015
Bachelor’s Degree, Marketing & Human Resources Management
Humber College 2007 — 2010
Business Administration, Marketing Finance
TJX Canada/Winners Merchants International L.P. July 2014 - August 2014
Aldo Group October 2011 - September 2013
War Child Canada May 2010 - July 2010
ScotiaMcLeod September 2007 - January 2008
Skills
Leadership, Customer Service, Marketing, Sales, Team Building, Visual Merchandising, Microsoft Excel, Microsoft Word, Retail, Time Management, Merchandising, Operations Management, Teamwork, Inventory Management, Social Media, Store Management, Selling, Customer Satisfaction, Social Media Marketing, Market Research, Team Leadership
Education
Ryerson University 2013 — 2015
Bachelor’s Degree, Marketing & Human Resources Management
Humber College 2007 — 2010
Business Administration, Marketing Finance
Charlotte Boivin-Carrier's ScotiaMcLeod Experience June 2013 - August 2013
Job Credit Solutions Analyst, Commercial Banking at Scotiabank
Industry Marketing and Advertising
Experience
Scotiabank June 2014 - Present
BDSL legal August 2011 - Present
ScotiaMcLeod June 2013 - August 2013
Publicis Groupe May 2011 - August 2011
Skills
Advertising, Creative Strategy, Marketing Research, Digital Marketing, Social Media, Marketing, Marketing Communications, Market Research, Public Relations, French, Marketing Strategy, Microsoft Excel, Teamwork, PowerPoint, Social Media Marketing
Education
McGill University 2011 — 2014
Undergraduate, Finance, General
The University of Edinburgh 2013 — 2013
Bachelor of Commerce (B.Com.), Finance and History of Art
Marianopolis College 2009 — 2011
Science, Health Science
Pensionnat du Saint-Nom-de-Marie 2004 — 2009
High School, IB program
Scotiabank June 2014 - Present
BDSL legal August 2011 - Present
ScotiaMcLeod June 2013 - August 2013
Publicis Groupe May 2011 - August 2011
Skills
Advertising, Creative Strategy, Marketing Research, Digital Marketing, Social Media, Marketing, Marketing Communications, Market Research, Public Relations, French, Marketing Strategy, Microsoft Excel, Teamwork, PowerPoint, Social Media Marketing
Education
McGill University 2011 — 2014
Undergraduate, Finance, General
The University of Edinburgh 2013 — 2013
Bachelor of Commerce (B.Com.), Finance and History of Art
Marianopolis College 2009 — 2011
Science, Health Science
Pensionnat du Saint-Nom-de-Marie 2004 — 2009
High School, IB program
Robin Sawh's ScotiaMcLeod Experience 2005 - 2008
Job Assistant Producer/Producer at CHCH Television, a div. of TV Channel Zero
Industry Broadcast Media
Experience
CHCH Television, a div. of TV Channel Zero August 2009 - Present
CHCH Television August 2009 - Present
CHCH August 2009 - Present
CHCH August 2009 - Present
Hockey 4 Heroes 2014 - 2014
Hockey 4 Heroes 2014 - 2014
Hockey 4 Heroes 2014 - 2014
Raptors NBA TV November 2007 - April 2011
TSN June 2008 - August 2010
ScotiaMcLeod 2005 - 2008
Skills
Producing, Broadcast Journalism, Broadcast, Television, Avid, Broadcast Television, Video Production, Final Cut Pro, Journalism, Non-linear Editing, Field Producing, Video, Breaking News, Radio Broadcasting, Video Editing, Radio, New Media, Sports Writing, Storytelling, Avid Media Composer, Feature Articles, Media Relations, Editing
Education
Humber College 2013 — 2015
business communications, Communication and Media Studies
Sheridan College 2002 — 2003
Post Graduate Diploma, Journalism
Wilfrid Laurier University 1999 — 2002
Bachelor of Arts, Economics
CHCH Television, a div. of TV Channel Zero August 2009 - Present
CHCH Television August 2009 - Present
CHCH August 2009 - Present
CHCH August 2009 - Present
Hockey 4 Heroes 2014 - 2014
Hockey 4 Heroes 2014 - 2014
Hockey 4 Heroes 2014 - 2014
Raptors NBA TV November 2007 - April 2011
TSN June 2008 - August 2010
ScotiaMcLeod 2005 - 2008
Skills
Producing, Broadcast Journalism, Broadcast, Television, Avid, Broadcast Television, Video Production, Final Cut Pro, Journalism, Non-linear Editing, Field Producing, Video, Breaking News, Radio Broadcasting, Video Editing, Radio, New Media, Sports Writing, Storytelling, Avid Media Composer, Feature Articles, Media Relations, Editing
Education
Humber College 2013 — 2015
business communications, Communication and Media Studies
Sheridan College 2002 — 2003
Post Graduate Diploma, Journalism
Wilfrid Laurier University 1999 — 2002
Bachelor of Arts, Economics
Jennifer Knox Jennifer Knox's ScotiaMcLeod Experience October 2011 - Present
Job Associate
Industry Financial Services
Experience
ScotiaMcLeod October 2011 - Present
HSBC Securities June 1996 - October 2011
HSBC Securities 1996 - 2011
Skills
Mutual Funds, Securities, Wealth Management, Investments, Asset Managment, Equities, Fixed Income, Portfolio Management, Hedge Funds, Investment Strategies, Asset Allocation, Investment Advisory, Bonds, Capital Markets, Financial Services, ETFs, Derivatives, Options, Alternative Investments, Bloomberg, Asset Management
Education
McGill University 1992 — 1996
Vanier College
ScotiaMcLeod October 2011 - Present
HSBC Securities June 1996 - October 2011
HSBC Securities 1996 - 2011
Skills
Mutual Funds, Securities, Wealth Management, Investments, Asset Managment, Equities, Fixed Income, Portfolio Management, Hedge Funds, Investment Strategies, Asset Allocation, Investment Advisory, Bonds, Capital Markets, Financial Services, ETFs, Derivatives, Options, Alternative Investments, Bloomberg, Asset Management
Education
McGill University 1992 — 1996
Vanier College
Eve Horler Eve Horler's ScotiaMcLeod Experience June 2012 - Present
Job Branch Operations Assistant at ScotiaMcLeod
Industry Investment Banking
Experience
ScotiaMcLeod June 2012 - Present
ScotiaMcLeod January 2011 - June 2012
ScotiaMcLeod January 2005 - December 2010
Skills
Customer Service, Administration, Investments
Education
Jarvis Collegiate 1974 — 1976
High school Diploma
Humber College
Equine Studies
ScotiaMcLeod June 2012 - Present
ScotiaMcLeod January 2011 - June 2012
ScotiaMcLeod January 2005 - December 2010
Skills
Customer Service, Administration, Investments
Education
Jarvis Collegiate 1974 — 1976
High school Diploma
Humber College
Equine Studies
Vilmain Gauthier's ScotiaMcLeod Experience 1986 - September 2001
Job Investment advisor at CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy September 2001 - Present
ScotiaMcLeod 1986 - September 2001
Education
McGill University 1978 — 1981
Bachelor, Economics
CIBC Wood Gundy September 2001 - Present
ScotiaMcLeod 1986 - September 2001
Education
McGill University 1978 — 1981
Bachelor, Economics
Pedro Agurto's ScotiaMcLeod Experience January 2011 - Present
Job Senior Associate (RR), International Investment Advisory
Industry Capital Markets
Experience
ScotiaMcLeod January 2011 - Present
Banco de Crédito BCP July 2008 - June 2010
Banco de Crédito BCP January 2008 - June 2008
Banco Interamericano de Finanzas - BIF April 2007 - December 2007
Skills
Customer Service, Trading, Microsoft Office, Team Leadership, Teamwork, Microsoft Excel, Banking, Marketing, Market Research, Spanish, Business Analysis, Strategic Planning, Analysis, Marketing Strategy, Microsoft Word, Finance, Business Strategy, Equities, Financial Analysis, Management, Negotiation, Business Planning, English, Portfolio Management, Marketing Communications
Education
Humber College 2010 — 2011
Post Graduate Certificate, Business, International Business, Latin america commerce
Universidad de Lima 2004 — 2009
Bachelor, Administration
ScotiaMcLeod January 2011 - Present
Banco de Crédito BCP July 2008 - June 2010
Banco de Crédito BCP January 2008 - June 2008
Banco Interamericano de Finanzas - BIF April 2007 - December 2007
Skills
Customer Service, Trading, Microsoft Office, Team Leadership, Teamwork, Microsoft Excel, Banking, Marketing, Market Research, Spanish, Business Analysis, Strategic Planning, Analysis, Marketing Strategy, Microsoft Word, Finance, Business Strategy, Equities, Financial Analysis, Management, Negotiation, Business Planning, English, Portfolio Management, Marketing Communications
Education
Humber College 2010 — 2011
Post Graduate Certificate, Business, International Business, Latin america commerce
Universidad de Lima 2004 — 2009
Bachelor, Administration
Adam Weinstock Adam Weinstock's ScotiaMcLeod Experience July 2005 - Present
Job Portfolio Manager & Senior Wealth Advisor @ ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod July 2005 - Present
TD Waterhouse Private Investment Advice June 2003 - July 2005
TD Waterhouse Discount Brokerage September 2001 - January 2003
Skills
Wealth Management, Investment Strategies, Investments, Asset Allocation, Portfolio Management, Fixed Income, Investment Management, Equities, Estate Planning, Investment Banking, Investment Advisory, Wealth, ETFs, Securities, Mutual Funds
Education
McGill University 1999 — 2002
B.A., Economics
Herzliah High School 1992 — 1997
ScotiaMcLeod July 2005 - Present
TD Waterhouse Private Investment Advice June 2003 - July 2005
TD Waterhouse Discount Brokerage September 2001 - January 2003
Skills
Wealth Management, Investment Strategies, Investments, Asset Allocation, Portfolio Management, Fixed Income, Investment Management, Equities, Estate Planning, Investment Banking, Investment Advisory, Wealth, ETFs, Securities, Mutual Funds
Education
McGill University 1999 — 2002
B.A., Economics
Herzliah High School 1992 — 1997
Sandee Quattrini Sandee Quattrini's ScotiaMcLeod Experience May 2007 - Present
Job Trainer / Call Centre Rep / ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod May 2007 - Present
Business Skills College 2006 - 2007
Business Skills College January 2004 - September 2006
Rolling Thunder 2006 - 2006
Business Skills College April 2003 - November 2003
Manpower 2003 - 2003
triOS College 2001 - 2003
Mohawk College 1999 - 2001
Productivity Point 1998 - 1999
Skills
Sales, Business Development, Microsoft Office, Sales Management, Customer Service, Public Speaking, Networking, Training, Analysis, Management, Marketing, Cold Calling, Coaching, Program Management, Outlook, Software Documentation, Resume Writing, Administrative..., Team Building, Strategic Planning, Call Centers
Education
CSC Level 2Foran Financial Institute 2011 — 2011
Mohawk College 1991 — 1993
General Business, Business / Accounting
Mohawk College 1981 — 1984
Child Youth Worker
ScotiaMcLeod May 2007 - Present
Business Skills College 2006 - 2007
Business Skills College January 2004 - September 2006
Rolling Thunder 2006 - 2006
Business Skills College April 2003 - November 2003
Manpower 2003 - 2003
triOS College 2001 - 2003
Mohawk College 1999 - 2001
Productivity Point 1998 - 1999
Skills
Sales, Business Development, Microsoft Office, Sales Management, Customer Service, Public Speaking, Networking, Training, Analysis, Management, Marketing, Cold Calling, Coaching, Program Management, Outlook, Software Documentation, Resume Writing, Administrative..., Team Building, Strategic Planning, Call Centers
Education
CSC Level 2Foran Financial Institute 2011 — 2011
Mohawk College 1991 — 1993
General Business, Business / Accounting
Mohawk College 1981 — 1984
Child Youth Worker
Jeff Stephan Jeff Stephan's ScotiaMcLeod Experience 2002 - 2006
Job Principal, Stephan Capital Mgt.
Industry Financial Services
Experience
Stephan Capital Mgt. July 2011 - Present
Scotia iTRADE 2007 - 2011
ScotiaMcLeod 2002 - 2006
Skills
Options, Trading, Fixed Income, Mutual Funds, Trading Systems, Equities, Derivatives, Asset Allocation, Wealth Management, Capital Markets, Investments, Equity Trading, Bonds
Education
McMaster University 1981 — 1985
HBA
Stephan Capital Mgt. July 2011 - Present
Scotia iTRADE 2007 - 2011
ScotiaMcLeod 2002 - 2006
Skills
Options, Trading, Fixed Income, Mutual Funds, Trading Systems, Equities, Derivatives, Asset Allocation, Wealth Management, Capital Markets, Investments, Equity Trading, Bonds
Education
McMaster University 1981 — 1985
HBA
Adil H. Chagani's ScotiaMcLeod Experience August 2012 - July 2015
Job Consigliere
Industry Individual & Family Services
Experience
ScotiaMcLeod August 2012 - July 2015
TD Waterhouse March 2008 - August 2012
Ernst & Young September 2007 - February 2008
Aspreva Pharmaceuticals January 2006 - July 2007
KPMG LLP October 2003 - November 2005
Virtu Management Consulting Inc. March 2001 - October 2003
KPMG Consulting February 1999 - February 2001
Deloitte Inc. February 1998 - February 1999
Virtu Management Consulting June 1991 - February 1998
Education
Royal Roads University 2003 — 2004
Graduate Certificate, Project Management
Canadian Professional Logistics Institute 1995 — 1997
P.Log., Professional Logistician
University of Calgary 1986 — 1991
BA, Political Science
ScotiaMcLeod August 2012 - July 2015
TD Waterhouse March 2008 - August 2012
Ernst & Young September 2007 - February 2008
Aspreva Pharmaceuticals January 2006 - July 2007
KPMG LLP October 2003 - November 2005
Virtu Management Consulting Inc. March 2001 - October 2003
KPMG Consulting February 1999 - February 2001
Deloitte Inc. February 1998 - February 1999
Virtu Management Consulting June 1991 - February 1998
Education
Royal Roads University 2003 — 2004
Graduate Certificate, Project Management
Canadian Professional Logistics Institute 1995 — 1997
P.Log., Professional Logistician
University of Calgary 1986 — 1991
BA, Political Science
Aaron Salz's ScotiaMcLeod Experience May 2010 - August 2010
Job Equity Research Analyst at Dundee Capital Markets
Industry Capital Markets
Experience
Dundee Capital Markets February 2015 - Present
Dundee Capital Markets April 2012 - February 2015
Dundee Capital Markets June 2011 - August 2011
ScotiaMcLeod May 2010 - August 2010
Skills
Bloomberg, Financial Modeling, Equity Research, Equities, Capital Markets, Equity Valuation, Private Equity, Derivatives, DCF, Investment Banking, Valuation, Hedge Funds, Investments, Corporate Finance, Securities
Education
CFA Institute 2013 — 2014
CFA Level III Candidate
The University of Western Ontario - Richard Ivey School of Business 2010 — 2012
Honors Business Administration (HBA), Finance, General, Graduated with Distinction (Maintained 80%+ average)
Canadian Securities Institute 2011 — 2011
Canadian Securities Course
The University of Western Ontario 2008 — 2010
Bachelor of Arts, Psychology
Dundee Capital Markets February 2015 - Present
Dundee Capital Markets April 2012 - February 2015
Dundee Capital Markets June 2011 - August 2011
ScotiaMcLeod May 2010 - August 2010
Skills
Bloomberg, Financial Modeling, Equity Research, Equities, Capital Markets, Equity Valuation, Private Equity, Derivatives, DCF, Investment Banking, Valuation, Hedge Funds, Investments, Corporate Finance, Securities
Education
CFA Institute 2013 — 2014
CFA Level III Candidate
The University of Western Ontario - Richard Ivey School of Business 2010 — 2012
Honors Business Administration (HBA), Finance, General, Graduated with Distinction (Maintained 80%+ average)
Canadian Securities Institute 2011 — 2011
Canadian Securities Course
The University of Western Ontario 2008 — 2010
Bachelor of Arts, Psychology
Amelia Guertin Amelia Guertin's ScotiaMcLeod Experience June 2015 - Present
Job at
Industry Financial Services
Experience
ScotiaMcLeod June 2015 - Present
B. Accountability September 2014 - June 2015
Ryerson Capital Markets Group August 2014 - May 2015
Scotiabank 2014 - 2014
Scotia Private Client Group January 2013 - August 2013
George Brown College September 2010 - December 2012
Elmer Olsen Model Management May 2011 - August 2011
LAUNCH! September 2010 - March 2011
eventSing promotions inc. October 2009 - March 2010
Skills
Communications, Analytical/Research, Computer/Technical..., Business Results..., Project Management, Risk Management, Marketing Strategy, Logistics and Supply..., Managing Multiple..., Team Leadership, Creative Problem Solving, Budget Management, Master Scheduling, Quality Management, Management, Budgets, Program Management, Time Management, PowerPoint, Teamwork, Event Management
Education
Ryerson University 2013 — 2015
Bachelor of Commerce (BCom), Accounting and Finance
George Brown College 2010 — 2013
Business Administration, International Business
Etobicoke School of the Arts 2005 — 2009
High School Diploma, Musical Theater
ScotiaMcLeod June 2015 - Present
B. Accountability September 2014 - June 2015
Ryerson Capital Markets Group August 2014 - May 2015
Scotiabank 2014 - 2014
Scotia Private Client Group January 2013 - August 2013
George Brown College September 2010 - December 2012
Elmer Olsen Model Management May 2011 - August 2011
LAUNCH! September 2010 - March 2011
eventSing promotions inc. October 2009 - March 2010
Skills
Communications, Analytical/Research, Computer/Technical..., Business Results..., Project Management, Risk Management, Marketing Strategy, Logistics and Supply..., Managing Multiple..., Team Leadership, Creative Problem Solving, Budget Management, Master Scheduling, Quality Management, Management, Budgets, Program Management, Time Management, PowerPoint, Teamwork, Event Management
Education
Ryerson University 2013 — 2015
Bachelor of Commerce (BCom), Accounting and Finance
George Brown College 2010 — 2013
Business Administration, International Business
Etobicoke School of the Arts 2005 — 2009
High School Diploma, Musical Theater
Robert Kelsall's ScotiaMcLeod Experience 1996 - 1997
Job Managing Director, Global Fixed Income, Currencies & Commodities at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets 2007 - Present
Casgrain & Company Ltd. 1997 - 2006
ScotiaMcLeod 1996 - 1997
Casgrain & Company Ltd. 1988 - 1996
Education
McGill University 1986 — 1988
Master of Business Administration (MBA), Finance & International Business
McGill University 1982 — 1986
Bachelor of Commerce (BCom), Management Policy
BMO Capital Markets 2007 - Present
Casgrain & Company Ltd. 1997 - 2006
ScotiaMcLeod 1996 - 1997
Casgrain & Company Ltd. 1988 - 1996
Education
McGill University 1986 — 1988
Master of Business Administration (MBA), Finance & International Business
McGill University 1982 — 1986
Bachelor of Commerce (BCom), Management Policy
Linda Marino's ScotiaMcLeod Experience May 2009 - Present
Job Branch Administrator, ScotiaMcleod
Industry Investment Management
Experience
ScotiaMcLeod May 2009 - Present
ScotiaMcLeod January 2006 - 2011
Education
Ryerson University
ScotiaMcLeod May 2009 - Present
ScotiaMcLeod January 2006 - 2011
Education
Ryerson University
Snow (Xuehan) Zhao Snow (Xuehan) Zhao's ScotiaMcLeod Experience June 2015 - Present
Job Wealth Management Associate at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod June 2015 - Present
OCG Strategy and Organization Consulting May 2014 - September 2014
Action Business Management May 2014 - August 2014
Schulich School of Business, Professor Daniel Atif September 2011 - March 2013
Guess by Marciano June 2012 - October 2012
Marathon Realty Inc., Brokerage &Shoeless Joe’s Limited April 2012 - October 2012
Self-employed January 2011 - August 2011
Skills
Leadership, Team Leadership, PowerPoint, Public Speaking, Analytic Problem Solving, Marketing, Social Media, Entrepreneurship, French, Sales, Mandarin, Time Management, Fundraising, Customer Service, Event Management, Social Networking, Research, Microsoft Excel, Communication
Education
HEC Paris 2015 — 2015
York University - Schulich School of Business 2011 — 2015
International Bachelor of Business Administration (IBBA), Finance, International Trade, Dean’s Honour List, Fourth Year GPA: 8.6/9
Shandong Experimental High School (山东省实验中学) 2008 — 2011
High School Diploma, Chinese, Math, English, Politics, History, Geography, Biology, Physics, Chemistry
ScotiaMcLeod June 2015 - Present
OCG Strategy and Organization Consulting May 2014 - September 2014
Action Business Management May 2014 - August 2014
Schulich School of Business, Professor Daniel Atif September 2011 - March 2013
Guess by Marciano June 2012 - October 2012
Marathon Realty Inc., Brokerage &Shoeless Joe’s Limited April 2012 - October 2012
Self-employed January 2011 - August 2011
Skills
Leadership, Team Leadership, PowerPoint, Public Speaking, Analytic Problem Solving, Marketing, Social Media, Entrepreneurship, French, Sales, Mandarin, Time Management, Fundraising, Customer Service, Event Management, Social Networking, Research, Microsoft Excel, Communication
Education
HEC Paris 2015 — 2015
York University - Schulich School of Business 2011 — 2015
International Bachelor of Business Administration (IBBA), Finance, International Trade, Dean’s Honour List, Fourth Year GPA: 8.6/9
Shandong Experimental High School (山东省实验中学) 2008 — 2011
High School Diploma, Chinese, Math, English, Politics, History, Geography, Biology, Physics, Chemistry
Daniel Gruda, MBA, CPA, CMA Daniel Gruda, MBA, CPA, CMA's ScotiaMcLeod Experience 2011 - 2011
Job Senior Financial Analyst | Budgeting | Analysis | Data Mining | Accounting
Industry Accounting
Experience
FirstOntario Credit Union March 2013 - April 2015
Ontario Financing Authority 2012 - 2013
ScotiaMcLeod 2011 - 2011
Skills
Microsoft Excel, Access, Financial Analysis, Accounting, Analysis, Financial Reporting, Variance Analysis, IFRS, Microsoft Office, Risk Management, Budgets, PowerPoint, Strategic Financial..., Canadian GAAP, Data Analysis, Time Management, Canadian Securities..., Corporate Budgeting, Microsoft SQL Server, Financial Variance..., Public Sector Accounting, Funds Transfer Pricing, Financial Modeling, Finance, Forecasting, Financial Planning
Education
Goodman School of Business at Brock University 2010 — 2012
Master of Business Administration (MBA), Accounting
University of Waterloo 1999 — 2005
Honours Bachelor of Mathematics, Combinatorics and Optimization, Computer Science, 80
FirstOntario Credit Union March 2013 - April 2015
Ontario Financing Authority 2012 - 2013
ScotiaMcLeod 2011 - 2011
Skills
Microsoft Excel, Access, Financial Analysis, Accounting, Analysis, Financial Reporting, Variance Analysis, IFRS, Microsoft Office, Risk Management, Budgets, PowerPoint, Strategic Financial..., Canadian GAAP, Data Analysis, Time Management, Canadian Securities..., Corporate Budgeting, Microsoft SQL Server, Financial Variance..., Public Sector Accounting, Funds Transfer Pricing, Financial Modeling, Finance, Forecasting, Financial Planning
Education
Goodman School of Business at Brock University 2010 — 2012
Master of Business Administration (MBA), Accounting
University of Waterloo 1999 — 2005
Honours Bachelor of Mathematics, Combinatorics and Optimization, Computer Science, 80
Cathy Quach's ScotiaMcLeod Experience June 2015 - Present
Job Wealth Management Associate at Scotia McLeod
Industry Financial Services
Experience
ScotiaMcLeod June 2015 - Present
Earls Restaurants May 2012 - August 2014
Dashboard May 2013 - June 2013
Club Monaco October 2010 - May 2013
Procter & Gamble 2010 - 2011
Skills
Public Relations, Teamwork, Social Media, Customer Service, Social Media Marketing, Interpersonal Skill, Sales, Market Research, Leadership, Relationship Management
Education
The University of Western Ontario 2011 — 2015
Bachelor of Arts (BA), Double major in Economics and Media, Information and Technoculture
Nanyang Technological University 2013 — 2013
Communication and Media Studies
Northview Heights Secondary School 2007 — 2011
ScotiaMcLeod June 2015 - Present
Earls Restaurants May 2012 - August 2014
Dashboard May 2013 - June 2013
Club Monaco October 2010 - May 2013
Procter & Gamble 2010 - 2011
Skills
Public Relations, Teamwork, Social Media, Customer Service, Social Media Marketing, Interpersonal Skill, Sales, Market Research, Leadership, Relationship Management
Education
The University of Western Ontario 2011 — 2015
Bachelor of Arts (BA), Double major in Economics and Media, Information and Technoculture
Nanyang Technological University 2013 — 2013
Communication and Media Studies
Northview Heights Secondary School 2007 — 2011
Lanita Rozario Lanita Rozario's ScotiaMcLeod Experience September 1993 - Present
Job Senior Associate at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod September 1993 - Present
Skills
Accounting, Financial Services, Financial Risk, Management, Trading, Software Documentation, Financial Analysis, Program Management, Business Process, Securities, Investment Advisory, Financial Planning
Education
Humber College 1991 — 1993
Business Administration and Management, General
ScotiaMcLeod September 1993 - Present
Skills
Accounting, Financial Services, Financial Risk, Management, Trading, Software Documentation, Financial Analysis, Program Management, Business Process, Securities, Investment Advisory, Financial Planning
Education
Humber College 1991 — 1993
Business Administration and Management, General
Connor Pugliese's ScotiaMcLeod Experience June 2015 - Present
Job Wealth Management Associate at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod June 2015 - Present
Queen's School of Business September 2014 - December 2014
Chubb Insurance May 2014 - August 2014
Limestone Capital September 2012 - April 2014
CI Investments Inc. – Canada’s Investment Company May 2013 - August 2013
IAMGOLD Corporation April 2012 - August 2012
The Coca-Cola Company November 2011 - February 2012
Skills
Promotions, Time Management, Event Planning, Leadership, Financial Analysis, Financial Modeling, Social Media Marketing, Bloomberg, Strategic Planning, Accounting, Recruiting, Management, Portfolio Management, Data Analysis
Education
Queen's University 2011 — 2015
Bachelor of Commerce (Honours)
WHU – Otto Beisheim School of Management 2014 — 2014
Bachelor of Science (B.Sc.)
St. Andrew's College 2007 — 2011
Ontario Secondary School Diploma (Honours)
ScotiaMcLeod June 2015 - Present
Queen's School of Business September 2014 - December 2014
Chubb Insurance May 2014 - August 2014
Limestone Capital September 2012 - April 2014
CI Investments Inc. – Canada’s Investment Company May 2013 - August 2013
IAMGOLD Corporation April 2012 - August 2012
The Coca-Cola Company November 2011 - February 2012
Skills
Promotions, Time Management, Event Planning, Leadership, Financial Analysis, Financial Modeling, Social Media Marketing, Bloomberg, Strategic Planning, Accounting, Recruiting, Management, Portfolio Management, Data Analysis
Education
Queen's University 2011 — 2015
Bachelor of Commerce (Honours)
WHU – Otto Beisheim School of Management 2014 — 2014
Bachelor of Science (B.Sc.)
St. Andrew's College 2007 — 2011
Ontario Secondary School Diploma (Honours)
Yin Fang, CFA, MFin, FRM Yin Fang, CFA, MFin, FRM's ScotiaMcLeod Experience May 2010 - Present
Job Experienced Risk Professional
Industry Capital Markets
Experience
Scotiabank June 2015 - Present
ScotiaMcLeod May 2010 - Present
ScotiaMcLeod 2007 - 2009
Scotiabank 2005 - 2007
Skills
Capital Markets, Banking, Risk Management, Bloomberg, Financial Modeling, Mutual Funds, Fixed Income, Investments, Equities, Derivatives, Hedge Funds, Wealth Management, Portfolio Management, Financial Markets, Corporate Finance, Financial Services, Asset Management
Education
Queen's University
Master's Degree, Finance, General
Scotiabank June 2015 - Present
ScotiaMcLeod May 2010 - Present
ScotiaMcLeod 2007 - 2009
Scotiabank 2005 - 2007
Skills
Capital Markets, Banking, Risk Management, Bloomberg, Financial Modeling, Mutual Funds, Fixed Income, Investments, Equities, Derivatives, Hedge Funds, Wealth Management, Portfolio Management, Financial Markets, Corporate Finance, Financial Services, Asset Management
Education
Queen's University
Master's Degree, Finance, General
Jonathan Waye Jonathan Waye's ScotiaMcLeod Experience December 1995 - Present
Job Associate Director and Associate Portfolio Manager at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod December 1995 - Present
Education
Saint Mary's University 1994 — 1995
Bachelor of Education (BEd)
Saint Mary's University 1988 — 1992
Bachelor of Science (BSc)
ScotiaMcLeod December 1995 - Present
Education
Saint Mary's University 1994 — 1995
Bachelor of Education (BEd)
Saint Mary's University 1988 — 1992
Bachelor of Science (BSc)
Renee Barker Renee Barker's ScotiaMcLeod Experience 1987 - 1988
Job Manager Reconciliation Support Services at TD Securities.
Industry Financial Services
Experience
TD Securities. April 2015 - Present
National Bank of Canada May 1999 - June 2014
First Marathon Securities 1989 - 1999
Midland Securities 1988 - 1989
ScotiaMcLeod 1987 - 1988
Skills
Banking, Operational Risk, Securities, Financial Services, Commercial Banking, Credit, Retail Banking, Financial Risk, Anti Money Laundering, Management, Back Office, Capital Markets, Certified in Active..., Operations, Brokerage, Yellow belt and..., Strategic Planning, Six Sigma BLean Black...
Education
David and Mary Thomson Collegiate institute
OSSGD
Seneca College of Applied Arts and Technology
Early Childhood Education and Teaching
TD Securities. April 2015 - Present
National Bank of Canada May 1999 - June 2014
First Marathon Securities 1989 - 1999
Midland Securities 1988 - 1989
ScotiaMcLeod 1987 - 1988
Skills
Banking, Operational Risk, Securities, Financial Services, Commercial Banking, Credit, Retail Banking, Financial Risk, Anti Money Laundering, Management, Back Office, Capital Markets, Certified in Active..., Operations, Brokerage, Yellow belt and..., Strategic Planning, Six Sigma BLean Black...
Education
David and Mary Thomson Collegiate institute
OSSGD
Seneca College of Applied Arts and Technology
Early Childhood Education and Teaching
Shanley Peterkin's ScotiaMcLeod Experience April 2013 - April 2014
Job Manager at Abercrombie & Fitch
Industry Investment Management
Experience
Abercrombie & Fitch January 2015 - Present
ScotiaMcLeod April 2013 - April 2014
Michael Kors October 2012 - April 2013
H&M August 2009 - May 2012
Skills
Problem Solving, Team Leadership, Communication, Time Management, Customer Oriented, Computer Proficiency, Office Administration, Phone Etiquette, Continuous Improvement, Brand Awareness, Event Planning, Always Willing to Learn, Website Updating, Sales Process, Merchandising, Retail Marketing, Organizational Behavior, Multi Tasking, Knowledge Sharing, Building Relationships, Social Networking, Client Focus, Microsoft Office, Fashion
Education
Ryerson University 2010 — 2014
Bachelor of Commerce (B.Com.), Retail Management
Humber College 2008 — 2010
Fashion Diploma
Abercrombie & Fitch January 2015 - Present
ScotiaMcLeod April 2013 - April 2014
Michael Kors October 2012 - April 2013
H&M August 2009 - May 2012
Skills
Problem Solving, Team Leadership, Communication, Time Management, Customer Oriented, Computer Proficiency, Office Administration, Phone Etiquette, Continuous Improvement, Brand Awareness, Event Planning, Always Willing to Learn, Website Updating, Sales Process, Merchandising, Retail Marketing, Organizational Behavior, Multi Tasking, Knowledge Sharing, Building Relationships, Social Networking, Client Focus, Microsoft Office, Fashion
Education
Ryerson University 2010 — 2014
Bachelor of Commerce (B.Com.), Retail Management
Humber College 2008 — 2010
Fashion Diploma
Alexander Mirkalami Alexander Mirkalami's ScotiaMcLeod Experience June 2015 - Present
Job Wealth Management Associate at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod June 2015 - Present
SW Market Strategists May 2014 - August 2014
Island Ink Jet Systems September 2012 - 2014
Winstone Commercial Developments May 2013 - August 2013
College Pro May 2012 - September 2012
Sigma Chi Fraternity 2011 - 2012
SwiftTrade Global Securities May 2011 - August 2011
Skills
Mutual Funds, Investments, Wealth Management, Portfolio Management, Asset Allocation, Investment Strategies, Equities, Asset Management, Strategic Financial..., Securities, Retirement Planning, Financial Analysis, Fixed Income, Leadership, Microsoft Office, Customer Service, Entrepreneurship, Public Speaking
Education
Ivey Business School at Western University 2013 — 2015
Honours Business Administration, Finance
The University of Western Ontario 2011 — 2013
Honours Business Management Organizational Studies, Finance
Crescent School 2006 — 2010
ScotiaMcLeod June 2015 - Present
SW Market Strategists May 2014 - August 2014
Island Ink Jet Systems September 2012 - 2014
Winstone Commercial Developments May 2013 - August 2013
College Pro May 2012 - September 2012
Sigma Chi Fraternity 2011 - 2012
SwiftTrade Global Securities May 2011 - August 2011
Skills
Mutual Funds, Investments, Wealth Management, Portfolio Management, Asset Allocation, Investment Strategies, Equities, Asset Management, Strategic Financial..., Securities, Retirement Planning, Financial Analysis, Fixed Income, Leadership, Microsoft Office, Customer Service, Entrepreneurship, Public Speaking
Education
Ivey Business School at Western University 2013 — 2015
Honours Business Administration, Finance
The University of Western Ontario 2011 — 2013
Honours Business Management Organizational Studies, Finance
Crescent School 2006 — 2010
David H. Victor David H. Victor's ScotiaMcLeod Experience 2015 - Present
Job Senior Financial Planning Consultant, High Net Worth Program at Scotiabank
Industry Financial Services
Experience
ScotiaMcLeod 2015 - Present
Global Realty Services Group (GRS Group) 2013 - 2015
Borden Ladner Gervais LLP / S.E.N.C.R.L., S.R.L. 2012 - 2013
Osler, Hoskin & Harcourt LLP 2010 - 2012
RBC Law Group 2011 - 2011
Richter LLP and RSM Richter LLP 2006 - 2008
PricewaterhouseCoopers LLP 2004 - 2006
Skills
Corporate Law, Legal Research, Legal Writing, Accounting, Tax Law, Tax, Legal Issues, Business Analysis, Research, Management, Business Planning, Business Strategy, Finance, Financial Management, Financial Reporting, International Business, Strategic Thinking, Critical Thinking, Problem Solving, Mergers & Acquisitions, Due Diligence, Analysis, Restructuring, Auditing, Financial Planning, Financial Analysis, Internal Controls, Risk Management, Corporate Finance
Education
The Law Society of Upper Canada 2011 — 2012
Called to the Ontario Bar
Queen's University 2008 — 2011
JD, Law
The University of Hong Kong 2010 — 2010
JD, International Business, Trade and Tax Law
Canadian Institute of Chartered Accountants (CICA) 2004 — 2008
CA, Accounting
University of Toronto - Rotman School of Management 2003 — 2005
MMPA (Specialized MBA), Management & Accounting
University of Toronto - University College 1998 — 2003
BA, Political Science & Environmental Studies
Toronto French School
High School Diploma
ScotiaMcLeod 2015 - Present
Global Realty Services Group (GRS Group) 2013 - 2015
Borden Ladner Gervais LLP / S.E.N.C.R.L., S.R.L. 2012 - 2013
Osler, Hoskin & Harcourt LLP 2010 - 2012
RBC Law Group 2011 - 2011
Richter LLP and RSM Richter LLP 2006 - 2008
PricewaterhouseCoopers LLP 2004 - 2006
Skills
Corporate Law, Legal Research, Legal Writing, Accounting, Tax Law, Tax, Legal Issues, Business Analysis, Research, Management, Business Planning, Business Strategy, Finance, Financial Management, Financial Reporting, International Business, Strategic Thinking, Critical Thinking, Problem Solving, Mergers & Acquisitions, Due Diligence, Analysis, Restructuring, Auditing, Financial Planning, Financial Analysis, Internal Controls, Risk Management, Corporate Finance
Education
The Law Society of Upper Canada 2011 — 2012
Called to the Ontario Bar
Queen's University 2008 — 2011
JD, Law
The University of Hong Kong 2010 — 2010
JD, International Business, Trade and Tax Law
Canadian Institute of Chartered Accountants (CICA) 2004 — 2008
CA, Accounting
University of Toronto - Rotman School of Management 2003 — 2005
MMPA (Specialized MBA), Management & Accounting
University of Toronto - University College 1998 — 2003
BA, Political Science & Environmental Studies
Toronto French School
High School Diploma
Florence Marchand's ScotiaMcLeod Experience June 2002 - November 2004
Job Conseillère d'affaires, marketing et communication CIBC Wood Gundy
Industry Financial Services
Experience
CIBC Wood Gundy November 2004 - Present
ScotiaMcLeod June 2002 - November 2004
Skills
Adobe Acrobat, Adobe InDesign, Marketing, InDesign, Microsoft Word, Wealth Management, Gestion de projets, Marketing Communications, PowerPoint, Editing, Creative Direction, DES, Budgets, Copywriting, Newsletters, Social Media, Advertising
Education
Université du Québec - Télé-université 2006 — 2007
Certificat, Communication
HEC Montréal 2000 — 2003
Bachelor of Science (B.Sc.), Marketing, gestion d'entreprise, administration des affaires
CIBC Wood Gundy November 2004 - Present
ScotiaMcLeod June 2002 - November 2004
Skills
Adobe Acrobat, Adobe InDesign, Marketing, InDesign, Microsoft Word, Wealth Management, Gestion de projets, Marketing Communications, PowerPoint, Editing, Creative Direction, DES, Budgets, Copywriting, Newsletters, Social Media, Advertising
Education
Université du Québec - Télé-université 2006 — 2007
Certificat, Communication
HEC Montréal 2000 — 2003
Bachelor of Science (B.Sc.), Marketing, gestion d'entreprise, administration des affaires
Janice Rebello, B.Comm Janice Rebello, B.Comm's ScotiaMcLeod Experience May 2012 - November 2014
Job Administrative Assistant to CFO and COO
Industry Financial Services
Experience
North American Palladium Ltd. November 2014 - Present
ScotiaMcLeod May 2012 - November 2014
Watt Carmichael Inc. March 2012 - March 2012
Morgan Meighen & Associates May 2010 - December 2010
Leon Frazer & Associates Inc March 2008 - January 2009
Leon Frazer & Associates Inc. September 2007 - January 2009
Leon Frazer & Associates Inc September 2007 - January 2009
Bank of Nova Scotia August 2005 - September 2007
City of Toronto May 2005 - August 2005
Clarica June 2004 - August 2004
Skills
Outlook, PowerPoint, Customer Service, Management, Access, Training, Accounts Payable, Human Resources, Microsoft Excel, Microsoft Word, Time Management, Strategic Planning, Sales, Employee Relations, Recruiting, Microsoft Office, Teamwork
Education
Ryerson University 2005 — 2012
Business Commerce, B.Comm, Business Management- Human Resources and Management
Jean Vanier CSS 2002 — 2005
St. Marys CSS
North American Palladium Ltd. November 2014 - Present
ScotiaMcLeod May 2012 - November 2014
Watt Carmichael Inc. March 2012 - March 2012
Morgan Meighen & Associates May 2010 - December 2010
Leon Frazer & Associates Inc March 2008 - January 2009
Leon Frazer & Associates Inc. September 2007 - January 2009
Leon Frazer & Associates Inc September 2007 - January 2009
Bank of Nova Scotia August 2005 - September 2007
City of Toronto May 2005 - August 2005
Clarica June 2004 - August 2004
Skills
Outlook, PowerPoint, Customer Service, Management, Access, Training, Accounts Payable, Human Resources, Microsoft Excel, Microsoft Word, Time Management, Strategic Planning, Sales, Employee Relations, Recruiting, Microsoft Office, Teamwork
Education
Ryerson University 2005 — 2012
Business Commerce, B.Comm, Business Management- Human Resources and Management
Jean Vanier CSS 2002 — 2005
St. Marys CSS
Matt Horan, CFA Matt Horan, CFA's ScotiaMcLeod Experience November 1996 - Present
Job Director, Wealth Management & Portfolio Manager at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod November 1996 - Present
Skills
Investment Advisory, Investment Strategies, Mutual Funds, Wealth Management, Investments, Equities, Asset Management, Investment Management, Portfolio Management, Asset Allocation, Alternative Investments, Fixed Income, Bonds, Securities, Wealth Management..., Capital Markets, ETFs, Strategic Planning
Education
Huron University College
ScotiaMcLeod November 1996 - Present
Skills
Investment Advisory, Investment Strategies, Mutual Funds, Wealth Management, Investments, Equities, Asset Management, Investment Management, Portfolio Management, Asset Allocation, Alternative Investments, Fixed Income, Bonds, Securities, Wealth Management..., Capital Markets, ETFs, Strategic Planning
Education
Huron University College
Andrew McGoey CFP, CIM, FMA Andrew McGoey CFP, CIM, FMA's ScotiaMcLeod Experience 2003 - Present
Job Wealth Advisor, Associate Portfolio Manager & Life Underwriter with ScotiaMcLeod Financial Services Inc.
Industry Investment Management
Experience
ScotiaMcLeod 2003 - Present
Skills
Annuities, Financial Planning, Wealth Management, Retirement Planning, Asset Allocation, Estate Planning, Mutual Funds, Retirement Income..., Fixed Annuities, Strategic Financial..., Life Insurance, Investment Strategies, Investment Advisory, ETFs, Wealth Management..., Investment Management, Retirement, Wealth, Investments
Education
Lakehead University 1995 — 1999
Lawrence Park Collegiate Institute 1990 — 1995
ScotiaMcLeod 2003 - Present
Skills
Annuities, Financial Planning, Wealth Management, Retirement Planning, Asset Allocation, Estate Planning, Mutual Funds, Retirement Income..., Fixed Annuities, Strategic Financial..., Life Insurance, Investment Strategies, Investment Advisory, ETFs, Wealth Management..., Investment Management, Retirement, Wealth, Investments
Education
Lakehead University 1995 — 1999
Lawrence Park Collegiate Institute 1990 — 1995
AJ Chase's ScotiaMcLeod Experience March 2003 - Present
Job B. Comm, PFP, CIM, CPCA ~ Senior Wealth Advisor, AJChase PrivateWealth Group at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod March 2003 - Present
RBC Investments - Financial Planning & RBC Royal Bank December 1995 - March 2003
RBC September 1994 - December 1995
Skills
Wealth Management, Retirement Planning, Investments, Estate Planning, Portfolio Management, Insurance, Alternative Investments, Strategic Financial..., Risk Management, Hedge Funds, Charitable Foundations, Wealth Management..., Investment Management, Wealth, Finance, Charities, Investment Advisory, High Net Worth..., Investment Strategies, Mutual Funds, Life Insurance, Asset Management, Asset Allocation, Retirement, Financial Planning
Education
McMaster University 1985 — 1992
Bachelor of Commerce (B.Comm)
CSI Global Education (Canadian Securities Institute)
ScotiaMcLeod March 2003 - Present
RBC Investments - Financial Planning & RBC Royal Bank December 1995 - March 2003
RBC September 1994 - December 1995
Skills
Wealth Management, Retirement Planning, Investments, Estate Planning, Portfolio Management, Insurance, Alternative Investments, Strategic Financial..., Risk Management, Hedge Funds, Charitable Foundations, Wealth Management..., Investment Management, Wealth, Finance, Charities, Investment Advisory, High Net Worth..., Investment Strategies, Mutual Funds, Life Insurance, Asset Management, Asset Allocation, Retirement, Financial Planning
Education
McMaster University 1985 — 1992
Bachelor of Commerce (B.Comm)
CSI Global Education (Canadian Securities Institute)
Melissa Tamburro, CFP, CLU's ScotiaMcLeod Experience April 2010 - July 2013
Job Manager, Insurance Marketing & Communications at ScotiaMcLeod Financial Services Inc.
Industry Insurance
Experience
ScotiaMcLeod Financial Services Inc. July 2013 - Present
ScotiaMcLeod April 2010 - July 2013
Skills
Strategic Financial..., Estate Planning, Wealth Management, Retirement Planning, Customer Service, Time Management, Financial Analysis, Microsoft Office, Investments, Banking, Coaching, Microsoft Word, Mutual Funds, Finance, Microsoft Excel, Risk Management, Certified Financial..., Analysis, Business Planning, Economics, Strategic Planning, Insurance, Leadership, Financial Planning
Education
The Institute for Advanced Financial Education 2014 — 2015
Chartered Life Underwriter
George Brown College 2008 — 2010
Business Admin - Financial Management
Financial Services Commission of Ontario
Ontario Life License
Financial Planning Standards Council
Certified Financial Planner
Canadian Securities Institute
Canadian Securities Course
ScotiaMcLeod Financial Services Inc. July 2013 - Present
ScotiaMcLeod April 2010 - July 2013
Skills
Strategic Financial..., Estate Planning, Wealth Management, Retirement Planning, Customer Service, Time Management, Financial Analysis, Microsoft Office, Investments, Banking, Coaching, Microsoft Word, Mutual Funds, Finance, Microsoft Excel, Risk Management, Certified Financial..., Analysis, Business Planning, Economics, Strategic Planning, Insurance, Leadership, Financial Planning
Education
The Institute for Advanced Financial Education 2014 — 2015
Chartered Life Underwriter
George Brown College 2008 — 2010
Business Admin - Financial Management
Financial Services Commission of Ontario
Ontario Life License
Financial Planning Standards Council
Certified Financial Planner
Canadian Securities Institute
Canadian Securities Course
Karina Vassallo Karina Vassallo's ScotiaMcLeod Experience July 2012 - September 2013
Job Administrative Associate at Scotia Private Client Group
Industry Banking
Experience
Scotia Private Client Group- International Investment Advisory- Global wealt Management September 2013 - Present
ScotiaMcLeod July 2012 - September 2013
St. Stephen's Community House August 2011 - January 2012
INLINGUA WASHINGTON DC. October 2006 - August 2009
Inlingua August 2004 - August 2009
Banco Credito Inversiones BCI-Chile August 1997 - October 2002
INTECH ( Textile Institute of Chile- CORFO) January 2002 - July 2002
Private Banking Platform BCI July 2000 - October 2001
Commercial Banking BCI September 1998 - July 2000
Personal and Business Banking BCI August 1997 - September 1998
Skills
Microsoft Excel, Data Analysis, Credit, Strategic Planning, PowerPoint, Microsoft Office, Financial Analysis, Training, Public Speaking, Portfolio Management, Negotiation, Finance, Retail Banking, Commercial Banking, English, Wealth Management, Credit Risk, Business, Empowering Leader, Result oriented, Self-motivated, Team player, Relationship builder, International mindset, Problem solver, Committed to excellence, Organizational awareness, Flexible and emphatic, Effective negotiator, Sharp observer, Qualified Mediator
Education
York University 2011 — 2012
Post Graduate Diploma, Alternative Dispute Reolution at work place
YORK UNIVERSITY & DIEGO PORTALES UNIVERSITY-Chile 2010 — 2011
MASTER BUSINESS ADMINISTRATOR/ADR & MEDIATION, Business Administration /Alternative Dispute Resolution
Universidad Diego Portales 1991 — 1997
MBA Equivalent by WES ( World Education Services- New York, USA.), Finance and marketing concentrations
Universidad Diego Portales 1991 — 1997
BBA, Commercial Engineering
Pontificia Universidad Católica del Perú 1988 — 1990
Economy, General studies
Scotia Private Client Group- International Investment Advisory- Global wealt Management September 2013 - Present
ScotiaMcLeod July 2012 - September 2013
St. Stephen's Community House August 2011 - January 2012
INLINGUA WASHINGTON DC. October 2006 - August 2009
Inlingua August 2004 - August 2009
Banco Credito Inversiones BCI-Chile August 1997 - October 2002
INTECH ( Textile Institute of Chile- CORFO) January 2002 - July 2002
Private Banking Platform BCI July 2000 - October 2001
Commercial Banking BCI September 1998 - July 2000
Personal and Business Banking BCI August 1997 - September 1998
Skills
Microsoft Excel, Data Analysis, Credit, Strategic Planning, PowerPoint, Microsoft Office, Financial Analysis, Training, Public Speaking, Portfolio Management, Negotiation, Finance, Retail Banking, Commercial Banking, English, Wealth Management, Credit Risk, Business, Empowering Leader, Result oriented, Self-motivated, Team player, Relationship builder, International mindset, Problem solver, Committed to excellence, Organizational awareness, Flexible and emphatic, Effective negotiator, Sharp observer, Qualified Mediator
Education
York University 2011 — 2012
Post Graduate Diploma, Alternative Dispute Reolution at work place
YORK UNIVERSITY & DIEGO PORTALES UNIVERSITY-Chile 2010 — 2011
MASTER BUSINESS ADMINISTRATOR/ADR & MEDIATION, Business Administration /Alternative Dispute Resolution
Universidad Diego Portales 1991 — 1997
MBA Equivalent by WES ( World Education Services- New York, USA.), Finance and marketing concentrations
Universidad Diego Portales 1991 — 1997
BBA, Commercial Engineering
Pontificia Universidad Católica del Perú 1988 — 1990
Economy, General studies
Tara Ozero Tara Ozero's ScotiaMcLeod Experience August 2004 - November 2005
Job Marketing Professional aiding Financial Institutions in strategizing, executing and communicating with customers
Industry Financial Services
Experience
RBC 2012 - Present
Teranet Inc. May 2011 - March 2012
Carswell, a Thomson Reuters business September 2009 - January 2011
Sears Canada 2011 - 2011
CIBC June 2008 - June 2009
Ontario Teachers' Pension Plan October 2006 - February 2008
ScotiaMcLeod August 2004 - November 2005
Pareto April 2001 - August 2003
Skills
Team Leadership, Project Management, Branding Initiatives, Sales Initiatives, Collaborative Problem..., Outstanding Customer..., Project Planning, Strategic Planning, Event Planning, Strategic Thinking, Bias to Action, Interpersonal Relations, Communication, Teamwork, Highly Adaptable, Developing Client..., Developing Staff, Developing Partnerships, Customer Focus, Analytical Abilities, Influential, Sales, Customer Service
Education
Canadian Marketing Association 2009 — 2009
Certificate with Distinction, Direct Marketing
Canadian Securities Institute 2004 — 2005
Canadian Securities Course, CSC & CPH
Queen's University 2001 — 2004
BAH, Economics
RBC 2012 - Present
Teranet Inc. May 2011 - March 2012
Carswell, a Thomson Reuters business September 2009 - January 2011
Sears Canada 2011 - 2011
CIBC June 2008 - June 2009
Ontario Teachers' Pension Plan October 2006 - February 2008
ScotiaMcLeod August 2004 - November 2005
Pareto April 2001 - August 2003
Skills
Team Leadership, Project Management, Branding Initiatives, Sales Initiatives, Collaborative Problem..., Outstanding Customer..., Project Planning, Strategic Planning, Event Planning, Strategic Thinking, Bias to Action, Interpersonal Relations, Communication, Teamwork, Highly Adaptable, Developing Client..., Developing Staff, Developing Partnerships, Customer Focus, Analytical Abilities, Influential, Sales, Customer Service
Education
Canadian Marketing Association 2009 — 2009
Certificate with Distinction, Direct Marketing
Canadian Securities Institute 2004 — 2005
Canadian Securities Course, CSC & CPH
Queen's University 2001 — 2004
BAH, Economics
Peter White, CFA's ScotiaMcLeod Experience January 1999 - June 2006
Job Wealth Advisor at BMO Nesbitt Burns
Industry Financial Services
Experience
BMO Nesbitt Burns June 2006 - Present
ScotiaMcLeod January 1999 - June 2006
Skills
Wealth Management, Investments, Securities, Strategy, Retirement, Investment Strategies, Wealth, Asset Managment, Investment Advisory, Finance, Alternative Investments, Equities, Retirement Planning, Mutual Funds, Asset Allocation, Investment Management, ETFs, Portfolio Management, Financial Advisory, Wealth Management..., Strategic Financial..., Fixed Income, Estate Planning, Asset Management
Education
Queen's University 1992 — 1996
BA (Honours)
Upper Canada College 1983 — 1992
BMO Nesbitt Burns June 2006 - Present
ScotiaMcLeod January 1999 - June 2006
Skills
Wealth Management, Investments, Securities, Strategy, Retirement, Investment Strategies, Wealth, Asset Managment, Investment Advisory, Finance, Alternative Investments, Equities, Retirement Planning, Mutual Funds, Asset Allocation, Investment Management, ETFs, Portfolio Management, Financial Advisory, Wealth Management..., Strategic Financial..., Fixed Income, Estate Planning, Asset Management
Education
Queen's University 1992 — 1996
BA (Honours)
Upper Canada College 1983 — 1992
Stuart M.C. Smith's ScotiaMcLeod Experience September 2002 - Present
Job Senior Wealth Manager
Industry Financial Services
Experience
ScotiaMcleod September 2002 - Present
Charles Schwab 2000 - 2002
Merrill Lynch 1999 - 2000
Skills
Wealth Management, Brokerage, Financial Planners, Investments, Portfolio Management, Securities, Wealth, Financial Services, Finance, Wealth Management..., Insurance, Strategy, Retirement, Mutual Funds, Investment Advisory, Asset Management, Alternative Investments, Equities, Financial Advisory, Retirement Planning, Asset Allocation, Investment Strategies, Fixed Income, Estate Planning, Investment Management, Strategic Financial...
Education
Laurentian University/Université Laurentienne 1994 — 1998
HBCOM
Simon Fraser University 1992 — 1994
St. Andrew's College 1987 — 1992
High School
ScotiaMcleod September 2002 - Present
Charles Schwab 2000 - 2002
Merrill Lynch 1999 - 2000
Skills
Wealth Management, Brokerage, Financial Planners, Investments, Portfolio Management, Securities, Wealth, Financial Services, Finance, Wealth Management..., Insurance, Strategy, Retirement, Mutual Funds, Investment Advisory, Asset Management, Alternative Investments, Equities, Financial Advisory, Retirement Planning, Asset Allocation, Investment Strategies, Fixed Income, Estate Planning, Investment Management, Strategic Financial...
Education
Laurentian University/Université Laurentienne 1994 — 1998
HBCOM
Simon Fraser University 1992 — 1994
St. Andrew's College 1987 — 1992
High School
Valerie Corcos Valerie Corcos's ScotiaMcLeod Experience June 2012 - March 2015
Job Market Strategist at RJ O'Brien & Associates LLC
Industry Financial Services
Experience
RJ O'Brien & Associates LLC March 2015 - Present
ScotiaMcLeod June 2012 - March 2015
La Muse Bouche March 2011 - March 2012
PSA Peugeot Citroën September 2010 - March 2011
Liquid Designers July 2008 - December 2008
Auto Trader June 2008 - September 2008
Quebecor World Inc June 2007 - August 2007
Skills
Spanish, French, Bloomberg, English, Risk Management, FX Options, Microsoft Excel, SAP, Microsoft Office, PowerPoint, Research, Microsoft Word, Project Management, Social Media, Options Strategies, Currency Futures, FX Hedging, Reuters, ThomsonOne
Education
Universidad de 'San Andrés' 2009 — 2011
Master, Finance
Université de Montréal - HEC Montréal 2004 — 2008
Bachelor's degree, Capital market
Universidad Pontificia de Salamanca 2005 — 2005
language and culture diploma, Spanish
RJ O'Brien & Associates LLC March 2015 - Present
ScotiaMcLeod June 2012 - March 2015
La Muse Bouche March 2011 - March 2012
PSA Peugeot Citroën September 2010 - March 2011
Liquid Designers July 2008 - December 2008
Auto Trader June 2008 - September 2008
Quebecor World Inc June 2007 - August 2007
Skills
Spanish, French, Bloomberg, English, Risk Management, FX Options, Microsoft Excel, SAP, Microsoft Office, PowerPoint, Research, Microsoft Word, Project Management, Social Media, Options Strategies, Currency Futures, FX Hedging, Reuters, ThomsonOne
Education
Universidad de 'San Andrés' 2009 — 2011
Master, Finance
Université de Montréal - HEC Montréal 2004 — 2008
Bachelor's degree, Capital market
Universidad Pontificia de Salamanca 2005 — 2005
language and culture diploma, Spanish
Cindy Nardoni Cindy Nardoni's ScotiaMcLeod Experience 1997 - April 2013
Job
Industry Financial Services
Experience
Kenmont Terminals September 2014 - March 2015
Financière Banque Nationale, Gestion Privée 1859 December 2013 - July 2014
ScotiaMcLeod 1997 - April 2013
Skills
Wealth Management, Investments, Investment Advisory, Hedge Funds, Bloomberg, Financial Advisory, Financial Planners, Private Banking, Financial Analysis, Financial Modeling, Risk Management, Insurance, Banking, Finance, Wealth Management..., Equity Trading, Mortgage Lending, Credit, Disability Insurance, Business Analysis, Strategic Planning, Business Strategy, Options Strategies
Education
McGill University
Bachelor's degree, Psychology
Kenmont Terminals September 2014 - March 2015
Financière Banque Nationale, Gestion Privée 1859 December 2013 - July 2014
ScotiaMcLeod 1997 - April 2013
Skills
Wealth Management, Investments, Investment Advisory, Hedge Funds, Bloomberg, Financial Advisory, Financial Planners, Private Banking, Financial Analysis, Financial Modeling, Risk Management, Insurance, Banking, Finance, Wealth Management..., Equity Trading, Mortgage Lending, Credit, Disability Insurance, Business Analysis, Strategic Planning, Business Strategy, Options Strategies
Education
McGill University
Bachelor's degree, Psychology
Maxime Bourque's ScotiaMcLeod Experience September 2012 - December 2012
Job Analyst at National Bank Financial/ HEC MSc Financial Engineering Student
Industry Capital Markets
Experience
National Bank of Canada April 2014 - Present
National Bank of Canada September 2013 - April 2014
Costco Wholesale November 2010 - September 2013
ScotiaMcLeod September 2012 - December 2012
Skills
Financial Analysis, Teamwork, Trading, VBA, Sales, Time Management, PowerPoint, Leadership, Microsoft Word, Foreign Exchange, Retail, Customer Service, Data Analysis, Strategy, Communication, Matlab, C, Quantitative Finance, Bloomberg
Education
Université de Montréal - HEC Montréal 2014 — 2015
Master of Science (M.Sc.), Financial Engineering
Concordia University 2011 — 2014
Bachelor of Commerce (B.Com.), Major Finance, Minor Economics
Cégep André-Laurendeau 2009 — 2011
DEC, Sc. Hum. Profil Administration
National Bank of Canada April 2014 - Present
National Bank of Canada September 2013 - April 2014
Costco Wholesale November 2010 - September 2013
ScotiaMcLeod September 2012 - December 2012
Skills
Financial Analysis, Teamwork, Trading, VBA, Sales, Time Management, PowerPoint, Leadership, Microsoft Word, Foreign Exchange, Retail, Customer Service, Data Analysis, Strategy, Communication, Matlab, C, Quantitative Finance, Bloomberg
Education
Université de Montréal - HEC Montréal 2014 — 2015
Master of Science (M.Sc.), Financial Engineering
Concordia University 2011 — 2014
Bachelor of Commerce (B.Com.), Major Finance, Minor Economics
Cégep André-Laurendeau 2009 — 2011
DEC, Sc. Hum. Profil Administration
Mark Anthony Vita Mark Anthony Vita's ScotiaMcLeod Experience May 2008 - August 2008
Job Strategy Engagement Manager at Accenture, MBA Candidate at University of Toronto (Rotman)
Industry Management Consulting
Experience
Accenture January 2014 - Present
Accenture December 2010 - February 2014
GENIVAR May 2009 - August 2009
ScotiaMcLeod May 2008 - August 2008
ScotiaMcLeod May 2007 - August 2007
Skills
Management Consulting, Investments, Strategy, Finance, Leadership, Mergers, Corporate Finance, Consulting, Supply Chain Management
Education
University of Toronto - Rotman School of Management 2015 — 2017
Master of Business Administration (MBA), Omnium Global Executive Program
McGill University 2007 — 2010
Bachelor of Commerce, Major in Finance, Concentration in International Business
Marianopolis College 2005 — 2007
Diploma of Collegial Studies, Honours Commerce Program, Dean's List
Accenture January 2014 - Present
Accenture December 2010 - February 2014
GENIVAR May 2009 - August 2009
ScotiaMcLeod May 2008 - August 2008
ScotiaMcLeod May 2007 - August 2007
Skills
Management Consulting, Investments, Strategy, Finance, Leadership, Mergers, Corporate Finance, Consulting, Supply Chain Management
Education
University of Toronto - Rotman School of Management 2015 — 2017
Master of Business Administration (MBA), Omnium Global Executive Program
McGill University 2007 — 2010
Bachelor of Commerce, Major in Finance, Concentration in International Business
Marianopolis College 2005 — 2007
Diploma of Collegial Studies, Honours Commerce Program, Dean's List
Shobha Maraj's ScotiaMcLeod Experience May 1999 - Present
Job Senior Associate at ScotiaMcLeod,
Industry Investment Management
Experience
ScotiaMcLeod May 1999 - Present
Education
Ryerson University 1996 — 2000
B.Comm, Business Management
Humber College 2009 — 2010
PHP Certifcation, PHP programming
ScotiaMcLeod May 1999 - Present
Education
Ryerson University 1996 — 2000
B.Comm, Business Management
Humber College 2009 — 2010
PHP Certifcation, PHP programming
Peter Evanoff, CFA Peter Evanoff, CFA's ScotiaMcLeod Experience 2012 - Present
Job International Wealth Management at Scotiabank
Industry Financial Services
Experience
Scotiabank 2013 - Present
ScotiaMcLeod 2012 - Present
National Bank Financial 2012 - 2012
HSBC 2011 - 2012
RBC Dominion Securities 1998 - 2009
Skills
Mutual Funds, Asset Management, Strategic Financial..., Wealth Management, Investment Advisory, Investments, Portfolio Management
Education
Ivey Business School at Western University 1996 — 1998
HBA, Business
d+m thomson
Scotiabank 2013 - Present
ScotiaMcLeod 2012 - Present
National Bank Financial 2012 - 2012
HSBC 2011 - 2012
RBC Dominion Securities 1998 - 2009
Skills
Mutual Funds, Asset Management, Strategic Financial..., Wealth Management, Investment Advisory, Investments, Portfolio Management
Education
Ivey Business School at Western University 1996 — 1998
HBA, Business
d+m thomson
Andrew Wolch's ScotiaMcLeod Experience March 2013 - Present
Job Experienced Management Consultant and Financial Services Professional
Industry Management Consulting
Experience
ScotiaMcLeod March 2013 - Present
Skills
Management Consulting, Organizational Design, Business Process..., Business Transformation, Business Strategy, Strategy, Consulting, Change Management, Operating Models, Program Management, Business Analysis, Business Case, Strategic Planning, Leadership, IT Strategy, Governance, Mergers & Acquisitions, Financial Modeling
Education
Ivey Business School at Western University 2001 — 2003
MBA, General Management
Queen's University 1993 — 1997
Bachelor of Science, Mechanical Engineering
ScotiaMcLeod March 2013 - Present
Skills
Management Consulting, Organizational Design, Business Process..., Business Transformation, Business Strategy, Strategy, Consulting, Change Management, Operating Models, Program Management, Business Analysis, Business Case, Strategic Planning, Leadership, IT Strategy, Governance, Mergers & Acquisitions, Financial Modeling
Education
Ivey Business School at Western University 2001 — 2003
MBA, General Management
Queen's University 1993 — 1997
Bachelor of Science, Mechanical Engineering
Roberto Pietracupa's ScotiaMcLeod Experience July 1994 - Present
Job Experienced Investment Consultant, Associate Director at ScotiaMcleod
Industry Financial Services
Experience
ScotiaMcleod July 1994 - Present
ScotiaMcleod 1994 - Present
Education
McGill University 1987 — 1990
ScotiaMcleod July 1994 - Present
ScotiaMcleod 1994 - Present
Education
McGill University 1987 — 1990
Arnold Zwaig's ScotiaMcLeod Experience August 1987 - Present
Job ARNOLD ZWAIG Senior Wealth Advisor and Director, Wealth Management Zwaig Finkel Wealth Management : www.zfwealth.com
Industry Investment Management
Experience
ScotiaMcLeod August 1987 - Present
Skills
Investment Advisory, Wealth Management, Wealth Management..., Investment Management, Investment Strategies, Risk Management, Estate Planning, Alternative Investments, Mutual Funds, Finance, Investments, Wealth, Strategic Financial..., Options, Asset Management, Portfolio Management, Separately Managed..., High Net Worth..., Financial Services, Fixed Income, Securities, Retirement, Equities, Asset Allocation, Hedge Funds, Financial Planning
Education
McGill University
ScotiaMcLeod August 1987 - Present
Skills
Investment Advisory, Wealth Management, Wealth Management..., Investment Management, Investment Strategies, Risk Management, Estate Planning, Alternative Investments, Mutual Funds, Finance, Investments, Wealth, Strategic Financial..., Options, Asset Management, Portfolio Management, Separately Managed..., High Net Worth..., Financial Services, Fixed Income, Securities, Retirement, Equities, Asset Allocation, Hedge Funds, Financial Planning
Education
McGill University
Andrew Guy, MBA, CFA's ScotiaMcLeod Experience 2004 - 2006
Job Experienced Investment Management Executive
Industry Investment Management
Experience
Sentry Select Capital Corp. 2014 - 2014
Sentry Investments 2010 - 2014
Sentry Investments 2009 - 2010
Sentry Investments 2006 - 2008
ScotiaMcLeod 2004 - 2006
Wirth Associates Inc. 2003 - 2003
Sun Life Financial 1996 - 2002
Equity Research Associates Inc. 1992 - 1996
Skills
Portfolio Management, Investments, Risk Management, Mutual Funds, Investment Management, Business Strategy, Equity Research, Governance, Fundamental Analysis, Investment Strategies, Business Transformation, Compliance, Strategic Planning, Enterprise Risk..., Risk, Asset Management, Equities, Operational Risk..., Market Risk, Regulatory Compliance, Closed-end Funds, Project Management, Financial Markets, Fixed Income, Securities, Financial Risk, Hedge Funds, Trading, Capital Markets
Education
CFA Institute 1994 — 1996
Chartered Financial Analyst (CFA)
London Business School 1990 — 1992
MBA, International Finance
Université de Bourgogne 1988 — 1989
Certificat d'Etudes de Langue Practique
University of Toronto - University of Trinity College 1983 — 1987
Honours BA, International Relations & Economics
Sentry Select Capital Corp. 2014 - 2014
Sentry Investments 2010 - 2014
Sentry Investments 2009 - 2010
Sentry Investments 2006 - 2008
ScotiaMcLeod 2004 - 2006
Wirth Associates Inc. 2003 - 2003
Sun Life Financial 1996 - 2002
Equity Research Associates Inc. 1992 - 1996
Skills
Portfolio Management, Investments, Risk Management, Mutual Funds, Investment Management, Business Strategy, Equity Research, Governance, Fundamental Analysis, Investment Strategies, Business Transformation, Compliance, Strategic Planning, Enterprise Risk..., Risk, Asset Management, Equities, Operational Risk..., Market Risk, Regulatory Compliance, Closed-end Funds, Project Management, Financial Markets, Fixed Income, Securities, Financial Risk, Hedge Funds, Trading, Capital Markets
Education
CFA Institute 1994 — 1996
Chartered Financial Analyst (CFA)
London Business School 1990 — 1992
MBA, International Finance
Université de Bourgogne 1988 — 1989
Certificat d'Etudes de Langue Practique
University of Toronto - University of Trinity College 1983 — 1987
Honours BA, International Relations & Economics
Ashwini Gupte's ScotiaMcLeod Experience September 2013 - December 2013
Job Consultant Strategic Planning & Project Management
Industry Investment Banking
Experience
Fidelity Clearing Canada September 2014 - Present
Self Employed February 2013 - Present
ScotiaMcLeod September 2013 - December 2013
Richardson GMP Limited February 2010 - May 2012
GMP Securities December 2007 - February 2010
Mercer Human Resource Consulting March 2002 - November 2007
Mobshop Inc. 1999 - 2001
Sun Life Financial May 1999 - November 1999
Newcourt Credit Group January 1997 - May 1999
Skills
Business Analysis, Capital Markets, Financial Services, Securities, Wealth Management, Project Management, Strategic Planning, Vendor Relationships, Contract Management, Mergers & Acquisitions, Management Consulting, Strategy, Program Management, Cross-functional Team..., Management
Education
York University - Schulich School of Business 2002 — 2004
MBA, Strategy & Marketing
Maharashtra Institute of Technology 1992 — 1996
B. Engg., Computer Engineering
Fidelity Clearing Canada September 2014 - Present
Self Employed February 2013 - Present
ScotiaMcLeod September 2013 - December 2013
Richardson GMP Limited February 2010 - May 2012
GMP Securities December 2007 - February 2010
Mercer Human Resource Consulting March 2002 - November 2007
Mobshop Inc. 1999 - 2001
Sun Life Financial May 1999 - November 1999
Newcourt Credit Group January 1997 - May 1999
Skills
Business Analysis, Capital Markets, Financial Services, Securities, Wealth Management, Project Management, Strategic Planning, Vendor Relationships, Contract Management, Mergers & Acquisitions, Management Consulting, Strategy, Program Management, Cross-functional Team..., Management
Education
York University - Schulich School of Business 2002 — 2004
MBA, Strategy & Marketing
Maharashtra Institute of Technology 1992 — 1996
B. Engg., Computer Engineering
Edward Attard's ScotiaMcLeod Experience July 2005 - Present
Job Assistant Manager, Managed Asset Programs at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod July 2005 - Present
ScotiaMcLeod July 2005 - April 2009
Skills
Investments, Investment Management, Financial Analysis, Strategy
Education
Queen's University 1991 — 1995
Queen's University 1990 — 1994
ScotiaMcLeod July 2005 - Present
ScotiaMcLeod July 2005 - April 2009
Skills
Investments, Investment Management, Financial Analysis, Strategy
Education
Queen's University 1991 — 1995
Queen's University 1990 — 1994
Laura Taliano's ScotiaMcLeod Experience
Job Investment Associate at ScotiaMcleod
Industry Financial Services
Experience
ScotiaMcleod
Skills
Securities, Bonds, Mutual Funds, Investments, Wealth Management, Investment Advisory, Portfolio Management, Finance, Investment Strategies, Trading, Capital Markets, Customer Service, Equities, Asset Management, Bloomberg
Education
McGill 2002 — 2006
ScotiaMcleod
Skills
Securities, Bonds, Mutual Funds, Investments, Wealth Management, Investment Advisory, Portfolio Management, Finance, Investment Strategies, Trading, Capital Markets, Customer Service, Equities, Asset Management, Bloomberg
Education
McGill 2002 — 2006
Ashley Land's ScotiaMcLeod Experience March 2013 - Present
Job Senior Associate at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod March 2013 - Present
ScotiaMcLeod June 2008 - March 2013
HSBC Securities (Canada) Inc. 2004 - 2008
Skills
Wealth Management, Mutual Funds, Investments, Investment Advisory, Asset Allocation
Education
Humber College 2002 — 2004
Business Management financial services
ScotiaMcLeod March 2013 - Present
ScotiaMcLeod June 2008 - March 2013
HSBC Securities (Canada) Inc. 2004 - 2008
Skills
Wealth Management, Mutual Funds, Investments, Investment Advisory, Asset Allocation
Education
Humber College 2002 — 2004
Business Management financial services
Russ Berkeley's ScotiaMcLeod Experience April 2011 - December 2011
Job Systems Analyst at ICS Courier
Industry Computer Software
Experience
ICS Courier November 2013 - Present
QUESADA FRANCHISING OF CANADA CORP January 2012 - November 2013
ScotiaMcLeod April 2011 - December 2011
The Coca-Cola Company August 2009 - March 2011
American Express April 2007 - January 2009
Hamilton Specialty Bar (2007) Inc. March 2004 - April 2007
American Express February 2002 - March 2004
Atlas Steel January 2001 - February 2002
Datanomix November 1999 - December 2001
Sterling Software March 1997 - October 1999
Skills
SDLC, Requirements Analysis, Data Warehousing, Software Development, Software Project..., Visio, Database Design, Databases, SQL, IBM iSeries, XML, SharePoint, Integration, Visual Basic, MS Project, Microsoft SQL Server, RPG, DB2, IT Strategy, Requirements Gathering, Project Management, Systems Analysis, .NET, Java, Programming, Analysis, ERP, COBOL, Data Modeling, Disaster Recovery, Business Intelligence
Education
McMaster University 1984 — 1988
BSc., Computer Science
ICS Courier November 2013 - Present
QUESADA FRANCHISING OF CANADA CORP January 2012 - November 2013
ScotiaMcLeod April 2011 - December 2011
The Coca-Cola Company August 2009 - March 2011
American Express April 2007 - January 2009
Hamilton Specialty Bar (2007) Inc. March 2004 - April 2007
American Express February 2002 - March 2004
Atlas Steel January 2001 - February 2002
Datanomix November 1999 - December 2001
Sterling Software March 1997 - October 1999
Skills
SDLC, Requirements Analysis, Data Warehousing, Software Development, Software Project..., Visio, Database Design, Databases, SQL, IBM iSeries, XML, SharePoint, Integration, Visual Basic, MS Project, Microsoft SQL Server, RPG, DB2, IT Strategy, Requirements Gathering, Project Management, Systems Analysis, .NET, Java, Programming, Analysis, ERP, COBOL, Data Modeling, Disaster Recovery, Business Intelligence
Education
McMaster University 1984 — 1988
BSc., Computer Science
Lindsay Salter's ScotiaMcLeod Experience March 1999 - February 2001
Job Director, Total Wealth Strategy at Scotiabank, Canadian Wealth Management
Industry Financial Services
Experience
Scotiabank, Canadian Wealth Management May 2015 - Present
Scotiabank, Canadian Wealth Management Advisory November 2012 - May 2015
Scotiabank March 2012 - November 2012
Scotiabank Wealth Management May 2009 - March 2012
Scotiabank Wealth Management September 2008 - May 2009
Scotiabank April 2003 - August 2007
Scotiabank February 2001 - April 2003
ScotiaMcLeod March 1999 - February 2001
Merrill Lynch Canada/Midland Walwyn/Walwyn Stodgell Cochran Murray Ltd. September 1987 - March 1999
Skills
Business Analysis, Team Leadership, Project Management, Resource Management, Wealth Management, Change Management, Coaching and developing..., Business Requirements, Portfolio Management, Vendor Management, Coaching, SDLC, Leadership, Project Planning, Risk Management, PMO, Equities, Banking, Management, Financial Services, Governance, Project Portfolio..., Relationship Management, Finance, Requirements Gathering, Strategy, IT Strategy
Education
Western University 1982 — 1986
Honours BA
Western University 1982 — 1986
Diplome de Francais Pratique, French
Ivey Business School at Western University
Executive Education, Management Essentials
Scotiabank, Canadian Wealth Management May 2015 - Present
Scotiabank, Canadian Wealth Management Advisory November 2012 - May 2015
Scotiabank March 2012 - November 2012
Scotiabank Wealth Management May 2009 - March 2012
Scotiabank Wealth Management September 2008 - May 2009
Scotiabank April 2003 - August 2007
Scotiabank February 2001 - April 2003
ScotiaMcLeod March 1999 - February 2001
Merrill Lynch Canada/Midland Walwyn/Walwyn Stodgell Cochran Murray Ltd. September 1987 - March 1999
Skills
Business Analysis, Team Leadership, Project Management, Resource Management, Wealth Management, Change Management, Coaching and developing..., Business Requirements, Portfolio Management, Vendor Management, Coaching, SDLC, Leadership, Project Planning, Risk Management, PMO, Equities, Banking, Management, Financial Services, Governance, Project Portfolio..., Relationship Management, Finance, Requirements Gathering, Strategy, IT Strategy
Education
Western University 1982 — 1986
Honours BA
Western University 1982 — 1986
Diplome de Francais Pratique, French
Ivey Business School at Western University
Executive Education, Management Essentials
Andrew Mystic's ScotiaMcLeod Experience December 2012 - Present
Job Director Fixed Income Advisory and Sales at ScotiaMcLeod
Industry Capital Markets
Experience
ScotiaMcLeod December 2012 - Present
Skills
Fixed Income, Wealth Management, Financial Advisory, Portfolio Management, Capital Markets, Equities, Derivatives, Bonds, Corporate Finance, Investments, Mutual Funds
Education
McMaster University 1998 — 2000
MBA (Strategic Marketing/Finance); MA (History)
ScotiaMcLeod December 2012 - Present
Skills
Fixed Income, Wealth Management, Financial Advisory, Portfolio Management, Capital Markets, Equities, Derivatives, Bonds, Corporate Finance, Investments, Mutual Funds
Education
McMaster University 1998 — 2000
MBA (Strategic Marketing/Finance); MA (History)
Hart Pollack's ScotiaMcLeod Experience March 2003 - April 2006
Job Branch Manager, Financial Advisor, CIM, FMA at CIBC Wood Gundy
Industry Financial Services
Experience
Tennis Canada 2012 - Present
CIBC Wood Gundy 2006 - Present
Tennis Canada 2005 - 2007
ScotiaMcLeod March 2003 - April 2006
Merrill Lynch May 2000 - March 2003
Education
Canadian Securities Institute 2003 — 2009
CSC, PFP, WMT
Jacksonville University 1996 — 2000
Business, FInance
Tennis Canada 2012 - Present
CIBC Wood Gundy 2006 - Present
Tennis Canada 2005 - 2007
ScotiaMcLeod March 2003 - April 2006
Merrill Lynch May 2000 - March 2003
Education
Canadian Securities Institute 2003 — 2009
CSC, PFP, WMT
Jacksonville University 1996 — 2000
Business, FInance
Stephen Dobbelsteyn's ScotiaMcLeod Experience October 2000 - May 2003
Job Manager Supply and Transportation at Superior Gas Liquids
Industry Oil & Energy
Experience
Superior Gas Liquids May 2013 - Present
Superior Gas Liquids September 2011 - May 2013
Superior Propane May 2010 - September 2011
Superior Propane January 2008 - August 2010
Canadian Pacific Railway January 2003 - January 2008
ScotiaMcLeod October 2000 - May 2003
Skills
Marketing, Budgets, Management, Materials Management, Forecasting, Shipping, Strategic Sourcing, Logistics Management, Project Planning, Transportation...
Education
PMAC 2009 — 2011
Supply Chain Management Professional, Supply Chain
PMAC 2008 — 2011
Supply Chain Management Professional, Logistics, Materials, and Supply Chain Management
canadian securities institue 2000 — 2000
CSC
Saint Mary's University 1996 — 2000
bcomm, Finance
Superior Gas Liquids May 2013 - Present
Superior Gas Liquids September 2011 - May 2013
Superior Propane May 2010 - September 2011
Superior Propane January 2008 - August 2010
Canadian Pacific Railway January 2003 - January 2008
ScotiaMcLeod October 2000 - May 2003
Skills
Marketing, Budgets, Management, Materials Management, Forecasting, Shipping, Strategic Sourcing, Logistics Management, Project Planning, Transportation...
Education
PMAC 2009 — 2011
Supply Chain Management Professional, Supply Chain
PMAC 2008 — 2011
Supply Chain Management Professional, Logistics, Materials, and Supply Chain Management
canadian securities institue 2000 — 2000
CSC
Saint Mary's University 1996 — 2000
bcomm, Finance
Daryl Watson's ScotiaMcLeod Experience 2009 - April 2014
Job Senior Manager, Strategic Initiatives, Wealth Management at Scotiabank
Industry Financial Services
Experience
ScotiaMcLeod 2009 - April 2014
RBC January 2007 - May 2009
Travelers Guarantee Company of Canada May 2006 - August 2006
RBC September 2005 - December 2005
Hewlett-Packard January 2005 - April 2005
RBC Dominion Securities May 2001 - January 2002
Skills
Strategic Financial...
Education
McMaster University 2004 — 2006
MBA, Business
McMaster University 1999 — 2003
BA (Hons), Economics, minor in Psychology
University of Toronto
University of Toronto
ScotiaMcLeod 2009 - April 2014
RBC January 2007 - May 2009
Travelers Guarantee Company of Canada May 2006 - August 2006
RBC September 2005 - December 2005
Hewlett-Packard January 2005 - April 2005
RBC Dominion Securities May 2001 - January 2002
Skills
Strategic Financial...
Education
McMaster University 2004 — 2006
MBA, Business
McMaster University 1999 — 2003
BA (Hons), Economics, minor in Psychology
University of Toronto
University of Toronto
Jim Dennis, MAcc, CPA, CA, CFP®, CIM®'s ScotiaMcLeod Experience 2002 - April 2007
Job Vice President, Portfolio Manager, Richardson GMP Limited
Industry Financial Services
Experience
Richardson GMP Limited April 2007 - Present
ScotiaMcLeod 2002 - April 2007
KPMG Canada 1998 - 2002
KPMG Canada 1996 - 1998
BDO Canada May 1995 - August 1995
Skills
Wealth Management, Strategic Financial..., Investments, Corporate Finance, Financial Services, Tax, Risk Management, Mutual Funds, Hedge Funds, Alternative Investments, Portfolio Management, Finance, Securities, Investment Strategies, Equities, Financial Planning
Education
University of Waterloo 1998 — 1998
MAcc., Accounting
Queen's University 1992 — 1996
BComm., Business
St. Andrew's College 1985 — 1992
Richardson GMP Limited April 2007 - Present
ScotiaMcLeod 2002 - April 2007
KPMG Canada 1998 - 2002
KPMG Canada 1996 - 1998
BDO Canada May 1995 - August 1995
Skills
Wealth Management, Strategic Financial..., Investments, Corporate Finance, Financial Services, Tax, Risk Management, Mutual Funds, Hedge Funds, Alternative Investments, Portfolio Management, Finance, Securities, Investment Strategies, Equities, Financial Planning
Education
University of Waterloo 1998 — 1998
MAcc., Accounting
Queen's University 1992 — 1996
BComm., Business
St. Andrew's College 1985 — 1992
Edward Svetek's ScotiaMcLeod Experience August 1999 - Present
Job Senior Financial Planner at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod August 1999 - Present
Skills
Wealth Management, Investment Advisory, Sales Management, Finance, Financial Services, Strategic Planning, Valuation, Investment Management, Management, Mergers & Acquisitions, Financial Modeling, Leadership
Education
McMaster University 1984 — 1988
Bachelor of Arts (B.A.), Business/Commerce, General
ScotiaMcLeod August 1999 - Present
Skills
Wealth Management, Investment Advisory, Sales Management, Finance, Financial Services, Strategic Planning, Valuation, Investment Management, Management, Mergers & Acquisitions, Financial Modeling, Leadership
Education
McMaster University 1984 — 1988
Bachelor of Arts (B.A.), Business/Commerce, General
Debbie O'Rourke's ScotiaMcLeod Experience January 2011 - January 2013
Job Associate to Director's Council Investment Advisor at RBC Dominion Securities Inc.
Industry Financial Services
Experience
RBC Dominion Securities Inc. April 2014 - Present
ScotiaMcLeod January 2011 - January 2013
CIBC September 2009 - December 2010
Argosy Secuities Inc, 2008 - 2009
Pope & Company Limited 1999 - 2007
BMO Nesbitt Burns 1996 - 1999
Skills
Finance, Securities, Investments, Management, Banking, Portfolio Management
Education
Seneca College of Applied Arts and Technology 2012 — 2012
Currently Enrolled - Part One Completed, Microsoft Office Certificate of Achievement 2010
Seneca College of Applied Arts and Technology 2008 — 2008
Accounting Basics I and II
The Canadian Securities Institute 1989 — 2001
The Canadian Operations Course, Canadian Securities Course, The Conduct & Practices Handbook
The Investment Funds Institute of Canada 1993 — 1993
The Canadian Investment Funds Course
Shaw College 1990 — 1990
Legal Assistant Diploma, Legal Administrative Assistant/Secretary
Georgian College 1988 — 1988
Real Estate Certificate, Principals of Appraisal, Mortgage Financing & Property Management
Seneca College of Applied Arts and Technology 1987 — 1987
Real Estate Segments 1,2,& 3, Real Estate License
RBC Dominion Securities Inc. April 2014 - Present
ScotiaMcLeod January 2011 - January 2013
CIBC September 2009 - December 2010
Argosy Secuities Inc, 2008 - 2009
Pope & Company Limited 1999 - 2007
BMO Nesbitt Burns 1996 - 1999
Skills
Finance, Securities, Investments, Management, Banking, Portfolio Management
Education
Seneca College of Applied Arts and Technology 2012 — 2012
Currently Enrolled - Part One Completed, Microsoft Office Certificate of Achievement 2010
Seneca College of Applied Arts and Technology 2008 — 2008
Accounting Basics I and II
The Canadian Securities Institute 1989 — 2001
The Canadian Operations Course, Canadian Securities Course, The Conduct & Practices Handbook
The Investment Funds Institute of Canada 1993 — 1993
The Canadian Investment Funds Course
Shaw College 1990 — 1990
Legal Assistant Diploma, Legal Administrative Assistant/Secretary
Georgian College 1988 — 1988
Real Estate Certificate, Principals of Appraisal, Mortgage Financing & Property Management
Seneca College of Applied Arts and Technology 1987 — 1987
Real Estate Segments 1,2,& 3, Real Estate License
Paul Lisonek's ScotiaMcLeod Experience June 2013 - November 2013
Job Project Controls Analyst at TransCanada
Industry Oil & Energy
Experience
TransCanada November 2014 - Present
TransCanada November 2013 - November 2014
ScotiaMcLeod June 2013 - November 2013
Scotiabank March 2012 - June 2013
Scotiabank August 2010 - March 2012
Skills
Credit, Banking, Mortgage, Financial Planning, Investments, Customer Relations, Risk Management, Excel, Time Management, Microsoft Office, Teamwork, Securities, Customer Service, Funding, Risk, Team Building, Consumer Lending, Financial Risk
Education
The University of Calgary 2007 — 2009
BComm, Marketing
Mount Royal College 2004 — 2007
Business Transfer Program
TransCanada November 2014 - Present
TransCanada November 2013 - November 2014
ScotiaMcLeod June 2013 - November 2013
Scotiabank March 2012 - June 2013
Scotiabank August 2010 - March 2012
Skills
Credit, Banking, Mortgage, Financial Planning, Investments, Customer Relations, Risk Management, Excel, Time Management, Microsoft Office, Teamwork, Securities, Customer Service, Funding, Risk, Team Building, Consumer Lending, Financial Risk
Education
The University of Calgary 2007 — 2009
BComm, Marketing
Mount Royal College 2004 — 2007
Business Transfer Program
Sarah McComb, OCT's ScotiaMcLeod Experience March 1993 - June 1997
Job Elementary Teacher/ Food Blogger
Industry Primary/Secondary Education
Experience
Live, Laugh, Love Food Inc. November 2013 - Present
ScotiaMcLeod March 1993 - June 1997
Skills
Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Social Media, English, Tutoring, Teamwork, Customer Service, Event Planning, Photoshop, Windows, Community Outreach, Time Management, Teaching, Food & Beverage, Food Service, Food Preparation
Education
Niagara University 2009 — 2010
Bachelor of Education (BEd), Professional Studies
Western University 1989 — 1992
Bachelor of Arts (BA), History
Live, Laugh, Love Food Inc. November 2013 - Present
ScotiaMcLeod March 1993 - June 1997
Skills
Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Social Media, English, Tutoring, Teamwork, Customer Service, Event Planning, Photoshop, Windows, Community Outreach, Time Management, Teaching, Food & Beverage, Food Service, Food Preparation
Education
Niagara University 2009 — 2010
Bachelor of Education (BEd), Professional Studies
Western University 1989 — 1992
Bachelor of Arts (BA), History
Aude Chassé's ScotiaMcLeod Experience 2005 - 2009
Job
Industry Investment Management
Experience
HollisWealth / PatrimoineHollis July 2009 - Present
ScotiaMcLeod 2005 - 2009
Edward Jones Investments 2002 - 2005
Skills
Securities, Portfolio Management, Investment Advisory, Investment Strategies, Estate Planning, Marketing Strategy, Media Strategy, Integrated Marketing, Retirement, Strategic Leadership, ETFs, Asset Allocation, Investment Management, Financial Planners, Wealth Management..., Wealth Management, Mutual Funds, Investments
Education
Ryerson University
B.A.A.
HollisWealth / PatrimoineHollis July 2009 - Present
ScotiaMcLeod 2005 - 2009
Edward Jones Investments 2002 - 2005
Skills
Securities, Portfolio Management, Investment Advisory, Investment Strategies, Estate Planning, Marketing Strategy, Media Strategy, Integrated Marketing, Retirement, Strategic Leadership, ETFs, Asset Allocation, Investment Management, Financial Planners, Wealth Management..., Wealth Management, Mutual Funds, Investments
Education
Ryerson University
B.A.A.
Laura McAlpine's ScotiaMcLeod Experience May 2012 - September 2012
Job Graduated from Ryerson University
Industry Financial Services
Experience
ScotiaMcLeod May 2012 - September 2012
One99 Restaurant September 2007 - September 2009
One99 Restaurant June 2007 - June 2009
Skills
Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Financial Analysis, Teamwork, Accounting, Research, English, Leadership, Team Leadership, Time Management, Management, Data Analysis, Financial Reporting, Analysis, Event Planning, Outlook, Market Research, Inventory Management, Policy, Data Entry, Critical Thinking, Microsoft Excel, Bookkeeping
Education
Ryerson University 2010 — 2014
Bachelor of Commerce (BCom), Global Management
Ryerson University 2010 — 2014
Global Management, Management and Operations
ScotiaMcLeod May 2012 - September 2012
One99 Restaurant September 2007 - September 2009
One99 Restaurant June 2007 - June 2009
Skills
Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Financial Analysis, Teamwork, Accounting, Research, English, Leadership, Team Leadership, Time Management, Management, Data Analysis, Financial Reporting, Analysis, Event Planning, Outlook, Market Research, Inventory Management, Policy, Data Entry, Critical Thinking, Microsoft Excel, Bookkeeping
Education
Ryerson University 2010 — 2014
Bachelor of Commerce (BCom), Global Management
Ryerson University 2010 — 2014
Global Management, Management and Operations
Walter Flores, CIM, FMA, FCSI's ScotiaMcLeod Experience August 2010 - Present
Job Portfolio Manager Director Wealth Management at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod August 2010 - Present
CIBC Wood Gundy December 2001 - August 2010
Merrill Lynch Canada 2000 - 2001
Optimum Energy Brokers January 1999 - December 1999
International Brokers SAB January 1993 - August 1998
Skills
Wealth Management, ETFs, Investments, Equities, Fixed Income, Financial Analysis, Strategic Financial..., Equity Research, Retirement Planning, Asset Allocation, Asset Protection, Investment Strategies, Alternative Investments, Mutual Funds, Securities, Investment Management, Investment Advisory, High Net Worth..., Wealth, Wealth Management...
Education
University of Calgary 1988 — 1992
B-Comm, Finance
Pontificia Universidad Católica del Perú 1997 — 1998
Honour in Finance for Graduates, Graduate Studies - Finance
ScotiaMcLeod August 2010 - Present
CIBC Wood Gundy December 2001 - August 2010
Merrill Lynch Canada 2000 - 2001
Optimum Energy Brokers January 1999 - December 1999
International Brokers SAB January 1993 - August 1998
Skills
Wealth Management, ETFs, Investments, Equities, Fixed Income, Financial Analysis, Strategic Financial..., Equity Research, Retirement Planning, Asset Allocation, Asset Protection, Investment Strategies, Alternative Investments, Mutual Funds, Securities, Investment Management, Investment Advisory, High Net Worth..., Wealth, Wealth Management...
Education
University of Calgary 1988 — 1992
B-Comm, Finance
Pontificia Universidad Católica del Perú 1997 — 1998
Honour in Finance for Graduates, Graduate Studies - Finance
Michael Tzembelicos's ScotiaMcLeod Experience September 2005 - June 2008
Job CIM®, FCSI®, Investment Advisor, Manulife Securities Incorporated
Industry Financial Services
Experience
Manulife Securities Incorporated August 2015 - Present
CIBC Wood Gundy June 2008 - August 2015
ScotiaMcLeod September 2005 - June 2008
RBC Dominion Securities 1998 - 2002
Skills
Investments, Management, Small Business, Wealth Management, Investment Advisory, Mutual Funds, Investment Strategies, Retirement Planning, Equities, Securities, Alternative Investments, Fixed Income, Asset Allocation, Asset Managment, ETFs, Estate Planning, Financial Advisory, Portfolio Management, Wealth, Bonds, Capital Markets, Financial Modeling, Asset Management, Financial Planners, Strategic Financial...
Education
Queen's University 1995 — 1999
BA, Political Science, Economics
Manulife Securities Incorporated August 2015 - Present
CIBC Wood Gundy June 2008 - August 2015
ScotiaMcLeod September 2005 - June 2008
RBC Dominion Securities 1998 - 2002
Skills
Investments, Management, Small Business, Wealth Management, Investment Advisory, Mutual Funds, Investment Strategies, Retirement Planning, Equities, Securities, Alternative Investments, Fixed Income, Asset Allocation, Asset Managment, ETFs, Estate Planning, Financial Advisory, Portfolio Management, Wealth, Bonds, Capital Markets, Financial Modeling, Asset Management, Financial Planners, Strategic Financial...
Education
Queen's University 1995 — 1999
BA, Political Science, Economics
Jolanta Sieniawski's ScotiaMcLeod Experience April 2009 - Present
Job Assistant Branch Manager/Branch Administrator at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod April 2009 - Present
ScotiaMcLeod December 2006 - April 2009
Education
Grant Macewan College 2006 — 2007
Accounting Diploma
The University of Lethbridge 1998 — 2000
Bachelor of Management Degree, Finance
ScotiaMcLeod April 2009 - Present
ScotiaMcLeod December 2006 - April 2009
Education
Grant Macewan College 2006 — 2007
Accounting Diploma
The University of Lethbridge 1998 — 2000
Bachelor of Management Degree, Finance
William Seitz's ScotiaMcLeod Experience October 1969 - April 2002
Job Partner at Edenview Financial
Industry Financial Services
Experience
Edenview Financial September 2009 - Present
ScotiaMcLeod October 1969 - April 2002
Education
McGill University 1965 — 1969
B.A., History, Political Science & Economics
Edenview Financial September 2009 - Present
ScotiaMcLeod October 1969 - April 2002
Education
McGill University 1965 — 1969
B.A., History, Political Science & Economics
Tamara Stefek's ScotiaMcLeod Experience October 2001 - May 2003
Job Independent Marketing Communications Consultant
Industry Public Relations and Communications
Experience
Parlur Marketing Communications September 2014 - Present
Toronto International Film Festival September 2015 - September 2015
GCI Canada January 2014 - September 2014
Metropolitan Hotels March 2011 - December 2013
Pilot PMR November 2004 - March 2011
Weber Shandwick August 2004 - October 2004
ScotiaMcLeod October 2001 - May 2003
Ryerson University September 2000 - September 2001
Skills
Media Relations, Internal Communications, Corporate Communications, Crisis Communications, Strategic Communications
Education
Humber College
Post-grad Certificate, Public Relations
Lakehead University
BA, Anthropology
Parlur Marketing Communications September 2014 - Present
Toronto International Film Festival September 2015 - September 2015
GCI Canada January 2014 - September 2014
Metropolitan Hotels March 2011 - December 2013
Pilot PMR November 2004 - March 2011
Weber Shandwick August 2004 - October 2004
ScotiaMcLeod October 2001 - May 2003
Ryerson University September 2000 - September 2001
Skills
Media Relations, Internal Communications, Corporate Communications, Crisis Communications, Strategic Communications
Education
Humber College
Post-grad Certificate, Public Relations
Lakehead University
BA, Anthropology
Jamie Chusid's ScotiaMcLeod Experience July 2010 - January 2012
Job Senior Associate Corporate Tax at PwC
Industry Accounting
Experience
PwC April 2015 - Present
PwC September 2012 - April 2015
ScotiaMcLeod July 2010 - January 2012
Camp New Moon June 2007 - August 2009
Skills
Financial Analysis, Corporate Finance, Valuation, Financial Accounting, Finance, Financial Modeling, Accounting
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2012
HBA, Accounting
PwC April 2015 - Present
PwC September 2012 - April 2015
ScotiaMcLeod July 2010 - January 2012
Camp New Moon June 2007 - August 2009
Skills
Financial Analysis, Corporate Finance, Valuation, Financial Accounting, Finance, Financial Modeling, Accounting
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2012
HBA, Accounting
Heather Guthrie Breault's ScotiaMcLeod Experience June 2002 - Present
Job Senior Associate at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod June 2002 - Present
Edward Jones June 1997 - June 2002
Royal Bank of Canada November 1988 - February 1997
Education
Laurentian University/Université Laurentienne
ScotiaMcLeod June 2002 - Present
Edward Jones June 1997 - June 2002
Royal Bank of Canada November 1988 - February 1997
Education
Laurentian University/Université Laurentienne
Lisa Fidale's ScotiaMcLeod Experience June 1997 - May 2002
Job Institutional Equities
Industry Investment Banking
Experience
JCI May 2007 - Present
Research Capital May 2002 - May 2007
ScotiaMcLeod June 1997 - May 2002
Skills
Investments, Equities
Education
Ryerson University
Bachelor of Business Management, Minor French, HR, Accounting
JCI May 2007 - Present
Research Capital May 2002 - May 2007
ScotiaMcLeod June 1997 - May 2002
Skills
Investments, Equities
Education
Ryerson University
Bachelor of Business Management, Minor French, HR, Accounting
Pam Leeuwestein's ScotiaMcLeod Experience February 2004 - May 2013
Job Bookkeeper
Industry Financial Services
Experience
Self-Employed November 2012 - Present
ScotiaMcLeod February 2004 - May 2013
Mooredale Sailing Club September 2009 - September 2010
Skills
Bookkeeping, Organization, Communication, Time Management, Administrative Work, Office Administration, Teamwork, QuickBooks, Microsoft Excel
Education
Sheridan College 2012 — 2014
Certificate
Niagara College 1997 — 2000
Diploma
Self-Employed November 2012 - Present
ScotiaMcLeod February 2004 - May 2013
Mooredale Sailing Club September 2009 - September 2010
Skills
Bookkeeping, Organization, Communication, Time Management, Administrative Work, Office Administration, Teamwork, QuickBooks, Microsoft Excel
Education
Sheridan College 2012 — 2014
Certificate
Niagara College 1997 — 2000
Diploma
Olaf Mueller's ScotiaMcLeod Experience January 2011 - Present
Job Senior Wealth Advisor, Director, Wealth Management
Industry Investment Management
Experience
ScotiaMcLeod January 2011 - Present
CIBC Wood Gundy March 2003 - January 2011
Skills
Wealth Management, Investment Strategies, Investment Advisory, Asset Allocation, Investment Management, Mutual Funds, Retirement Planning, Investments, Asset Management, Portfolio Management, Wealth, Alternative Investments, Wealth Management..., Equities, Estate Planning, Strategic Financial..., High Net Worth..., ETFs, Securities, Retirement
Education
Haskayne School of Business 1997 — 1999
Bachelor of Commerce (B.Com.), Finance, General
ScotiaMcLeod January 2011 - Present
CIBC Wood Gundy March 2003 - January 2011
Skills
Wealth Management, Investment Strategies, Investment Advisory, Asset Allocation, Investment Management, Mutual Funds, Retirement Planning, Investments, Asset Management, Portfolio Management, Wealth, Alternative Investments, Wealth Management..., Equities, Estate Planning, Strategic Financial..., High Net Worth..., ETFs, Securities, Retirement
Education
Haskayne School of Business 1997 — 1999
Bachelor of Commerce (B.Com.), Finance, General
Abbas Mehmood's ScotiaMcLeod Experience September 2005 - September 2006
Job Banking Professional
Industry Banking
Experience
TD September 2013 - Present
CIBC January 2012 - November 2012
Edward Jones January 2011 - August 2011
Scotiabank July 2008 - July 2010
Scotiabank October 2006 - July 2008
ScotiaMcLeod September 2005 - September 2006
Scotiabank November 2003 - August 2005
SaudiPak Leasing Company March 1999 - August 2001
Altofeek Investment Bank Limited March 1998 - February 1999
Faysal Bank February 1989 - August 1998
Skills
Commercial Banking, Retail Banking, Credit Analysis, Project Finance, Mortgage Lending, Working Capital..., Term Sheet Negotiations, International Trade and..., Adjudication & Risk..., Telesales /..., Risk Management, Credit Risk, Business Analysis, Finance, Investments, Underwriting, Strategic Financial..., Loans, Lines Of Credit, Financial Services, Working Capital..., Credit, Financial Analysis, Small Business Lending, Mutual Funds, Residential Mortgages, Private Banking, Insurance, Accounting, Corporate Finance, Financial Risk, Customer Service, Banking, Portfolio Management, Internal Audit, Commercial Mortgages, Sales, Business Development, Analysis, Branch Banking, Commercial Lending, Consumer Lending
Education
Institute of Business Administration 1983 — 1984
Master of Business Administration (MBA), Accounting and Finance, (Canadian equivalency obtained from WES)
Institute of Business Administration 1981 — 1983
Bachelor of Business Administration Hons (BBA Hons), Accounting and Finance, (Canadian equivalency obtained from WES)
University of Karachi 1976 — 1980
BSc(Hons), Economics (Majors) Maths and Stats (Minors), (Canadian equivalency obtained from WES)
TD September 2013 - Present
CIBC January 2012 - November 2012
Edward Jones January 2011 - August 2011
Scotiabank July 2008 - July 2010
Scotiabank October 2006 - July 2008
ScotiaMcLeod September 2005 - September 2006
Scotiabank November 2003 - August 2005
SaudiPak Leasing Company March 1999 - August 2001
Altofeek Investment Bank Limited March 1998 - February 1999
Faysal Bank February 1989 - August 1998
Skills
Commercial Banking, Retail Banking, Credit Analysis, Project Finance, Mortgage Lending, Working Capital..., Term Sheet Negotiations, International Trade and..., Adjudication & Risk..., Telesales /..., Risk Management, Credit Risk, Business Analysis, Finance, Investments, Underwriting, Strategic Financial..., Loans, Lines Of Credit, Financial Services, Working Capital..., Credit, Financial Analysis, Small Business Lending, Mutual Funds, Residential Mortgages, Private Banking, Insurance, Accounting, Corporate Finance, Financial Risk, Customer Service, Banking, Portfolio Management, Internal Audit, Commercial Mortgages, Sales, Business Development, Analysis, Branch Banking, Commercial Lending, Consumer Lending
Education
Institute of Business Administration 1983 — 1984
Master of Business Administration (MBA), Accounting and Finance, (Canadian equivalency obtained from WES)
Institute of Business Administration 1981 — 1983
Bachelor of Business Administration Hons (BBA Hons), Accounting and Finance, (Canadian equivalency obtained from WES)
University of Karachi 1976 — 1980
BSc(Hons), Economics (Majors) Maths and Stats (Minors), (Canadian equivalency obtained from WES)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY