Sentry Investments
Industry: Company
DescriptionFounded: 2001 Parent organization: CI Financial Subsidiaries: Sentry Investments Inc., Sentry Select Capital Corp., Investment Banking Arm, Waterfall Investments Inc.
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Sentry Investments Employees
Robert Half - Financial Services Group February 2015 - Present
Arrow Capital Management Inc March 2013 - January 2015
Sentry Investments August 2008 - March 2013
ScotiaMcLeod September 2006 - April 2008
Skills
Sales Support, Customer Service, Leadership, Organization, Data Entry, Interpersonal...
Education
CSI Institute 2011 — 2012
Canadian Securities Course, CSC
Sheridan College 2006 — 2010
Marketing – Marketing Major Diploma, Marketing
Lancaster Public School
ETG Commodities Inc. October 2012 - Present
PFSL Fund Management Ltd. April 2012 - October 2012
Sentry Investments May 2011 - April 2012
TD Waterhouse October 2009 - May 2011
TD Waterhouse October 2007 - September 2009
WowGao Inc. July 2004 - March 2007
Skills
Investments, Options, Strategic Financial..., Equities, Fixed Income, Securities, Financial Analysis, Portfolio Management, Trading, Risk Management, Banking, Derivatives, Wealth Management, Financial Markets, Capital Markets
Education
Centennial College 2003 — 2004
Post Graduate Diploma in Marketing Management
Banaras Hindu University 1999 — 2002
B.Comm (Hons.), Accounting
Sentry Investments March 2014 - Present
Sentry Investments September 2011 - Present
London Economics International May 2009 - August 2011
Golden Ocre February 2007 - June 2008
Skills
Financial Analysis, Equity Research, Financial Modeling, Valuation, Capital Markets, Corporate Finance, Bloomberg, Investments, Equities, Economics, Private Equity, Asset Managment, Due Diligence, Fixed Income, Emerging Markets, Wealth Management, Trading, Securities, Mergers & Acquisitions, Strategic Financial..., Quantitative Analytics, Risk Management, Hedge Funds, LBO, M&A experience, Financial Markets, DCF, Project Finance, Capital IQ, Venture Capital, Competitive Analysis, Financial Services, Equity Valuation, Mutual Funds, Business Valuation, Corporate Development
Education
CFA Institute 2010 — 2014
CFA
University of Toronto - Rotman School of Management 2008 — 2010
MBA
Lakehead University 2005 — 2007
Masters
Morgan Stanley June 2013 - Present
Association of Canadian Intercollegiate Investment Clubs (ACIIC) September 2012 - August 2013
McGill Investment Club April 2012 - May 2013
Morgan Stanley May 2012 - August 2012
Sentry Investments May 2011 - August 2011
Skills
Bloomberg, Valuation, Financial Modeling, Financial Analysis, Economics, Bloomberg Terminal, Equity Research, Hedge Funds, Derivatives, Equity Valuation, Equities, Asset Management, Capital IQ, Corporate Finance, Capital Markets, Business Valuation, Private Equity
Education
McGill University 2009 — 2013
Bachelor of Commerce, First Class Joint Honours in Economics and Finance
Sotogrande International School 2003 — 2009
International Baccalaureate
Sentry Investments April 2015 - Present
BMO Global Asset Management November 2006 - April 2015
TD Mutual Funds November 2005 - November 2006
IA Clarington Investments November 2002 - November 2005
Spectrum Investments September 2000 - November 2002
CIBC Financial Planning January 1998 - January 2000
Alberta Treasury Board and Finance January 1997 - January 1998
Royal Trust January 1995 - January 1997
Scotiabank July 1992 - January 1994
Skills
Financial Services, New Business Development, Leadership, Mutual Funds, Investments, Strategic Financial..., Equities, Portfolio Management, Investment Strategies, Wealth Management, Retirement Planning, Asset Managment, Retirement, Financial Advisory, Credit, Asset Management, Investment Advisory, CRM, Insurance, Finance, Financial Planning
Education
University of Alberta 1997 — 2003
MBA, Finance
University of Alberta 1987 — 1992
Bachelor of Commerce with Distinction, Finance
Sentry Investments June 2014 - Present
Skills
Financial Modeling, Valuation, Financial Markets, Financial Analysis, Equity Research, Bloomberg, Equities, Capital Markets
Education
CFA Institute 2009 — 2011
McMaster University 2005 — 2009
Bachelor of Health Sciences (Honours), Minor in Business
R. H. King Academy 2001 — 2005
Manulife Asset Management August 2014 - Present
Sentry Investments May 2013 - March 2014
Caron Court Communications March 2013 - April 2013
Various Projects August 2011 - April 2013
CIBC Global Asset Management April 2008 - August 2012
CIBC December 2011 - May 2012
CIBC March 2007 - March 2008
CIBC Wood Gundy June 2006 - March 2007
BNN September 2005 - February 2006
CBC Television October 2004 - December 2004
Skills
Writing, Proposal Writing, Editing, Copy Editing, Marketing Communications, Corporate Communications, Internal Communications, Social Media, Report Writing, Copywriting, Community, Communications Planning, SEO, Facebook, Online Marketing, Social Media Marketing
Education
Canadian Securities Institute 2007 — 2013
Canadian Securities Course and courses in social media for financial professionals
Camp Tech - Tech Skills Training - CampTech.ca
Earl Haig Secondary School
Ontario Secondary School Diploma
George Brown College
Social Media Certificate, Continuing Education (in progress)
Ryerson University
Bachelor of Journalism (with Honours), Journalism with a major in Broadcasting
Wilfrid Laurier University
Honours Bachelor of Business Administration with Co-op Option, Business (with Marketing focus) and Political Science
Sentry Investments October 2014 - Present
City of Mississauga September 2007 - August 2013
McMaster University September 2012 - April 2013
Skills
Economics, Stata, Teamwork, Analysis, Statistics, Research, Microsoft Word, Microsoft Excel, Customer Service, Microsoft SQL Server, Gretl, Statistical Data..., Community Engagement, Time Management, Critical Thinking, Microsoft Office, Data Analysis
Education
McMaster University 2012 — 2013
Master of Arts (MA), Economics
The University of Western Ontario 2008 — 2012
Bachelor of Arts, Honors Specialization in Economics
Sentry Investments June 2015 - Present
Citco Fund Services May 2013 - May 2015
Scotiabank May 2012 - August 2012
Mandarin Restaurant January 2012 - June 2012
Skills
Customer Service, Leadership, Marketing Strategy, Management, Training, Critical Thinking, Teamwork, Microsoft Office, Social Media, Photoshop, PowerPoint, Event Planning, Analysis, Banking, Social Media Marketing, Microsoft Excel, Team Leadership, Microsoft Word, Sales, Research, Marketing
Education
University of Guelph 2006 — 2010
Bachelors Degree, Commerce, Marketing Management
Sentry Investments 2014 - Present
Sentry Investments 1997 - Present
State Street August 1996 - November 1997
Montreal Trust Company of Canada 1981 - 1996
Skills
Capital Markets, Pensions, Portfolio Management, Bloomberg, Retirement Planning, Financial Services, Investments, Investment Management, Mutual Funds, Wealth Management, Social Media, Asset Managment, Financial Advisory, Retirement, Financial Analysis, Valuation, Investor Relations, Banking, Equity Research, Estate Planning, Insurance, Relationship Management, Wealth Management..., Asset Management, Corporate Finance, Series 7
Education
Seneca College of Applied Arts and Technology 1978 — 1981
University of Toronto
pleasant view
Sentry Investments August 2014 - Present
Sentry Investments April 2004 - July 2014
Sentry Investments September 1999 - March 2004
Skills
Investment Strategies, Mutual Funds, Wealth Management, Alternative Investments, Portfolio Management, Capital Markets, Investments, Asset Management, Retirement Planning, Fixed Income, Equities, Securities, Trading, Asset Allocation, Investment Advisory, Hedge Funds, Sales, Financial Analysis, Wealth
Education
St. Francis Xavier University 1989 — 1993
Bachelor of Arts (Hons.), Political Science
First Energy Capital November 2014 - Present
RBC Dominion Securities May 2014 - October 2014
Sentry Investments December 2011 - May 2014
Siginik Energy April 2011 - February 2012
Kingwest & Company March 2010 - April 2011
Goodman & Company Investment Counsel March 2009 - March 2010
Education
Lakehead University 1998 — 2002
Bsc, Earth Sciences (Geology)
Sentry Investments December 2012 - Present
AGF MANAGEMENT LIMITED (acquired Acuity Funds Ltd.) January 2012 - September 2012
Acuity Funds Ltd. November 2007 - December 2011
CI Investments Inc. August 2004 - November 2007
Longo Brothers Fruit Markets - Corporate Head Office: Marketing Department November 2003 - August 2004
The Printing House January 2002 - February 2003
Skills
Graphic Design, InDesign, Illustrator, Photoshop, QuarkXPress, Adobe Acrobat, Microsoft Excel, Microsoft Word, PowerPoint, Web Design, Project Planning, Advertising, Corporate Branding, Project Management, Web Development, Leadership, Budgets, Corporate Communications, Web, Brochures, Graphics, Layout
Education
Toronto Image Works
Web Development
Humber College
Graphic Design for Print and Web
University of Toronto - Victoria University
Honours Bachelor of Arts, Anthropology and Fine Art
Sentry Investments March 2015 - Present
Myeverydaynotes.com January 2015 - Present
Sentry Investments January 2013 - March 2015
Sentry Investments November 2009 - January 2013
plap.com July 2009 - March 2010
Instaclick November 2008 - August 2009
Canoe March 2007 - October 2008
Webkinz March 2006 - August 2007
Core Health Services August 2004 - December 2005
Skills
PHP, MySQL, Linux, JavaScript, XML, Apache, Git, Web Services, CentOS, Mac OS X, Debugging, Optimization, Full SDLC, Agile & Waterfall..., Yii, jQuery, AJAX, SOAP
Education
George Brown College 2001 — 2003
Diploma, computer programmer
University of Toronto at Scarborough 1999 — 2000
computer science
Odessa National 'I.I. Mecnikov' University 1994 — 1996
biology
Sentry Investments May 2012 - Present
BV Ventures August 2011 - December 2011
DundeeWealth Inc May 2007 - August 2009
Bernstein Investment Research and Management December 1999 - July 2005
Global Strategy Financial September 1996 - August 1999
University of Toronto April 1998 - April 1998
Lévesque Beaubien Geoffrion October 1994 - September 1996
Montreal Exchange March 1995 - March 1996
BARRA July 1992 - September 1994
Skills
Strategic Planning, Risk Management, French, Performance Attribution, Portfolio Analysis, Product Management, Marketing Communications, Public Speaking, Product Marketing, LOB Marketing, Quantitative Risk..., Marketing, Portfolio Management
Education
George Brown College 2009 — 2011
College Diploma, Culinary Management
McGill University 1991 — 1994
MBA, Investment management, finance
Massachusetts Institute of Technology 1984 — 1989
Sc.B., Architecture and Design
Franklin Templeton Investments July 2013 - March 2015
ONE Financial April 2012 - May 2013
Global Maxfin Investments Inc December 2008 - April 2012
Sentry Investments 2005 - 2008
Dundee Securities 2001 - 2004
IPC Securities Corp 1999 - 2001
Education
HEC Montreal 1994 — 1997
BComm, Finance
College Jean-de-Brébeuf
College Notre-Dame
Notre-Dame de Sion
Sentry Investments May 2013 - Present
NKPR March 2010 - May 2013
Fidelity Investments January 2005 - February 2009
Infinite Media September 2002 - December 2004
IFDS January 2001 - February 2002
IFDS January 2000 - February 2001
IFDS November 1997 - December 1999
Fidelity Investments December 1995 - November 1997
Fidelity Investments November 1994 - December 1995
Fidelity Investments May 1993 - September 1994
Skills
Public Relations, Process Improvement, Marketing Communications, Digital Marketing, Financial Services, Event Management, Business Development, Project Management, CRM, Sales, Strategic Communications, Crisis Communications, Social Media Marketing
Education
Ryerson University 2013 — 2015
Public Relations, Advertising, and Applied Communication
University of King's College 1989 — 1992
Journalism / Foundation Year Program
Université Paris Sorbonne (Paris IV) 1987 — 1989
French Culture and Civilization
Sentry Investments December 2014 - Present
John Hancock Retirement Services (Manulife Financial) June 2012 - December 2014
AGF Investments April 2008 - June 2012
Manulife Asset Management October 2007 - April 2008
Manulife Investments January 2006 - October 2007
Skills
Investments, Asset Managment, Portfolio Management, Equities, Financial Analysis, Microsoft Excel, Hedge Funds, Financial Modeling, Fixed Income, Risk Management, Microsoft Office, Valuation
Education
University of Guelph 1996 — 2000
Bachelor of Arts (B.A.) (Hons), Political Science and Government
Humber College 2000 — 2001
Marketing Management Diploma, Business and Personal/Financial Services Marketing Operations
Sentry Investments April 2015 - Present
TD May 2012 - April 2015
TD January 2010 - May 2012
Skills
Customer Service, Retail Banking, Financial Advice, Cross Selling, Staff Training, Consumer Lending, Mutual Funds, Deposits, Financial Services, Mortgage Lending, Investments, Branch Banking, Financial Advisory, Credit Cards, Loans, Small Business Lending, Portfolio Management
Education
Canadian Securities Institute 2012 — 2012
Investment Funds In Canada
George Brown College 2009 — 2012
Diploma, Business Administration and Management, General
Canadian Securities Institute
Canadian Securities Course
Raymond James Ltd. July 2014 - June 2015
Mosaic Sales Solutions January 2010 - July 2014
Sentry Investments December 2013 - March 2014
The Special Event Conference and Tradeshow January 2014 - January 2014
NKPR 2012 - 2012
Skills
Event Planning, Customer Service, Social Media, Event Management, Corporate Events, Social Media Marketing, Public Relations, Volunteer Management, Social Networking, Time Management, Marketing, Email Marketing, Marketing Communications, Trade Shows, Facebook
Education
George Brown College 2012 — 2014
Diploma, Special Events Planning, GPA of 3.96
McMaster University 2008 — 2011
Bachelor's degree, Sociology
Sentry Investments December 2013 - Present
Ministry of the Attorney General June 2013 - December 2013
Sentry Investments January 2013 - June 2013
Ontario Ministry of Economic Development and Innovation November 2012 - January 2013
Office of the Public Guardian & Trustee (Ministry of the Attorney General) April 2012 - September 2012
Borden Ladner Gervais LLP August 2011 - November 2011
The Law Foundation of Ontario May 2005 - February 2011
Noble Moving November 2004 - March 2005
Alpha Oil Inc. August 2003 - February 2004
Skills
Microsoft Office 2007, Customer Service, Team-oriented, Event Planning, Bank Reconciliation, Concur expense software, Administrative Support, Accpac, GIFTS Software, Detail Orientation, Able To Multi-task, CPR Certified, Photoshop, Multiview Account..., PowerPoint, Accurate Data Entry, Accounts Payable
Education
George Brown College 2008 — 2010
Event and Meeting Managment Certificate, Events and Meeting Management
Humber College 2001 — 2002
Diploma, Design Foundation Program
Sentry Investments May 2005 - Present
Skills
Sales, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word
Education
On Track Computer Training 2013 — 2013
Microsoft Excel Level 3
ON-TRACK Computer Training 2012 — 2012
Certificate, Time Management
British Columbia Institute of Technology / BCIT 1998 — 2000
Diploma, Management Systems
Sentry Investments November 2010 - Present
Fink & Bornstein Professional Corporation May 2009 - November 2010
Torys LLP May 2008 - May 2009
Education
ILCO Law Clerk 2010 — 2010
Law Clerk
Fanshawe College 2007 — 2008
Law Clerk
The Dean Group May 2015 - Present
Quantum Management Services Ltd. June 2014 - May 2015
Beutel, Goodman January 2013 - May 2014
Sentry Investments January 2009 - December 2012
Royal LePage Real Estate Services Ltd., Brokerage February 2007 - December 2008
Skills
Investments, Portfolio Management, Asset Managment, Communication Skills, Organization, Employee Training, Training Delivery, Real Estate, Business Development, Alternative Investments, Marketing, Hedge Funds, Venture Capital, Financial Services, Asset Management, Communication, Management, Sales, Human Resources, Financial Analysis, Recruiting, Leadership, Finance, Talent Acquisition
Education
Brandon University
Sentry Investments April 2013 - January 2015
Mackenzie Financial January 2001 - December 2012
Standard Life January 1999 - October 2001
ScotiaMcLeod 1997 - 1998
MD Management January 1991 - 1997
Skills
Investments, Mutual Funds, Wealth Management, Business Development, Financial Services, Practice management, Strategic Marketing..., Asset Allocation, Asset Management, Business Relationship..., Customer Service, Customer Engagement, Financial Advisory, Investment Strategies, Investment Advisory, Key Account..., Practice Management, Management, Strategic Financial..., Finance, Financial Planning, Sales, Portfolio Management, Manage Client..., Relationship Management, Long-term Customer...
Education
The Ultimate Communicator 2013 — 2013
The power of influence, Sales
Sequoia System International 2002 — 2002
Sequoia System for Wholesalers, Sales
IQPF 1995 — 1996
Senior Financial Planner, CPF
Dale Carnegie 1991 — 1991
Dale Carnegie Strategic presentation workshop, Sales
Concordia University 1971 — 1986
Bachelor in commerce, Accounting and Finance
Sentry Investments March 2013 - Present
TD August 2011 - March 2013
Jac'D Fitness 2010 - 2013
Sentry Investments March 2008 - August 2011
FIT CHICKS January 2010 - December 2010
Stryker September 2006 - March 2008
Cogeco Cable October 2005 - August 2006
Blockbuster Video April 2000 - October 2005
Skills
Customer Service, Management, Marketing, Sales Operations, Purchasing, Sales, Project Management, Business Planning, Budgets, Leadership, Team Leadership, Account Management, Microsoft Excel
Education
Brock University 2001 — 2005
Bachelor of Arts (Honours), Communication Studies
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 Investments February 2014 - Present
SunGard Financial Systems April 2011 - January 2014
Stratix Consulting September 2006 - January 2014
IBM Global Services November 1996 - August 2006
Instinet Incorporated 1992 - 1996
Reuters 1988 - 1992
I. P. Sharp Associates 1979 - 1988
Skills
Product Management, Data Modeling, Business Transformation, IT Strategy, Change Management, Requirements Analysis, Business Intelligence, SDLC, Business Analysis, Software Project..., Business Process, Project Portfolio..., Data Warehousing, Enterprise Architecture, Agile Methodologies, Business Requirements, PMP, PMO, Integration, Business Process..., Requirements Gathering, Project Delivery, IT Management, SOA, Governance, Business Process Design, Solution Architecture, Software Development, Program Management, Management Consulting, Visio, ITIL
Education
University of Waterloo 1976 — 1979
B. Math (Hons)
Memorial University of Newfoundland 1974 — 1976
Prince of Wales Collegiate 1972 — 1974
AGF Management Limited March 2014 - Present
Meadowbank Asset Management Inc. 2013 - March 2014
Sentry Investments 2012 - 2013
Scotia Asset Management LP., Toronto 2003 - 2011
Altamira Management Ltd, Toronto 2000 - 2002
GE Capital Electronics Services Inc., Santa Clara, California 1996 - 1999
Dun & Bradstreet, San Jose, California 1992 - 1996
Skills
Portfolio Management, Valuation, Equities, Asset Management, Private Equity, Venture Capital, Derivatives, Investments, Equity Research, Bloomberg, Investment Strategies, Financial Modeling, Financial Analysis, Market Neutral, Long & Short
Education
Santa Clara University - Leavey School of Business 1996 — 1998
MBA, Finance
Culver Stockton College 1988 — 1992
B.S., Computer Science
St. Xaviers's Collegiate School, Kolkata
Sentry Investments September 2015 - Present
Invesco Canada January 2014 - August 2015
British Columbia Securities Commission April 2011 - January 2014
Mackenzie Investments January 2011 - April 2011
Credential Financial Inc. October 2007 - January 2011
Great Canadian Gaming Corporation April 2003 - August 2007
Education
Vancouver Island University 2002 — 2007
BBA, Finance
Thompson Rivers University 2000 — 2002
Diploma, Hotel/Resort Management
The Cadillac Fairview Corporation Limited May 2015 - Present
Strathallen Capital January 2015 - March 2015
Sentry Investments January 2012 - February 2014
Sentry Investments August 2009 - January 2012
Skills
Equities, Portfolio Management, Equity Research, Financial Analysis, Financial Markets, Equity Valuation, Financial Modeling, Asset Management, Investment Strategies, Capital Markets, Mutual Funds, Hedge Funds, Fixed Income, Asset Allocation, Bloomberg, Alternative Investments
Education
Coastal Carolina University
Bachelors of Science in Business Administration, Finance & Marketing
Universitat Politècnica de Catalunya
Masters in Financial Management
Sentry Investments April 2015 - Present
Manulife Financial June 2014 - April 2015
CIBC Asset Management July 2013 - June 2014
Invesco Canada (Invesco Trimark) November 2011 - February 2013
National Bank of Canada February 2009 - February 2010
Skills
Investments, Mutual Funds, Relationship Management, Financial Services, Wealth Management, Sales, Investment Strategies, Securities, Business Development, Portfolio Management, Strategic Financial..., ETFs, Financial Planning
Education
Dalhousie University 2008 — 2011
BComm
Fanshawe College 2006 — 2008
Diploma
Fanshawe College 2004 — 2006
Diploma
Sentry Investments 1995 - Present
Skills
Wealth Management, Financial Analysis
Education
British Columbia Institute of Technology 1989 — 1992
BBA, Business Administration, Marketing & Sales Promotion
Sentry Investments November 2014 - Present
Alignvest Capital Management November 2013 - November 2014
Manulife Financial July 2007 - November 2012
Manulife Financial 2000 - 2007
Manulife Financial 1997 - 2000
Manulife Financial 1996 - 1997
Manulife Financial 1995 - 1996
Skills
Investments, Mutual Funds, Wealth Management, Annuities, Insurance, Asset Allocation, Investment Strategies, Retirement Planning, Securities, Financial Planning, Strategic Planning, Consultative Selling, Estate Planning, Investment Products, Sales Management, Retirement, New Business Development, Team Building, Coaching, Business Strategy, Product Development, Wealth, Mentoring, Public Speaking, Team Leadership, Negotiation, Problem Solving, Strategic Financial..., Fixed Annuities, Sales, Strategic Thinking, Leadership, Selling, Separately Managed..., Investment Management, Business Planning, Financial Advisory, ETFs, Investment Advisory, Management, Business Acumen, Business Development
Education
Wharton School of Business
Securities Industry Institute Certificate
Fusion Learning Inc
Consultative Sales Training
Franklin Covey
7 Habits of Highly effective Salepeople,
Karrass Worldwide
Effective Negotiation Techniques
Impact Presentation Training
Huthwaite
Spin Selling Training
Canadian Securities Institute
Canadian Securities Course
Fusion Learning Inc.
Practical Sales Management Training
cardinal newman
cardinal newman
Sentry Investments March 2015 - Present
CIBC Asset Management March 2011 - March 2015
CIBC World Markets May 2005 - September 2008
CIBC Asset Management 2003 - 2005
CIBC 2001 - 2003
Skills
Fixed Income, High Yield, Capital Markets, Bloomberg, Analysis, Bonds, Investments, Chartered Financial..., Asset Management, Hedge Funds, Financial Analysis
Education
City University of New York-Baruch College 2009 — 2010
MS, Accounting
Dalhousie University 1996 — 2001
BA, History & Business
Sprott Asset Management 2015 - Present
Sprott Asset Management 2012 - January 2015
Empire Life 2010 - 2012
Sentry Investments 2006 - 2008
Sentry Investments 2001 - 2006
AGF Management Limited 2000 - 2001
BPI Capital Management 1998 - 2000
Skills
Marketing Communications, Corporate Communications, Marketing Strategy, Marketing, Product Marketing, Advertising, Social Media, Online Marketing, Investor Relations, Public Relations, Corporate Branding
Education
University of Toronto
Marketing
University of Toronto 1995 — 1997
Bachelor of Science, Psychology
University of London 1993 — 1995
Diploma, Psychology
Sentry Investments February 2014 - Present
OLG November 2012 - February 2014
OLG November 2011 - November 2012
OLG June 2011 - November 2011
Invesco Trimark September 2003 - February 2009
Invesco Trimark January 2002 - August 2003
Invesco Trimark January 2001 - December 2001
Invesco Trimark March 1997 - December 1999
Skills
HRIS, Performance Management, Employee Benefits, Deferred Compensation, Employee Relations, Personnel Management, Human Resources, Management, Strategic Planning, Team Building, Employee Engagement, Talent Management, Onboarding, Leadership
Education
HRPAO
Certificate, Human Resources Management
University of Guelph
Bachelor of Arts
Sentry Investments April 2015 - Present
Sentry Investments July 2012 - April 2015
RBC Dexia August 2010 - August 2012
Dynamic Funds July 2009 - February 2010
Dundee Wealth Management Inc April 2009 - July 2009
Dynamic Funds November 2008 - March 2009
International Financial Data Service October 2006 - January 2009
Inam-Ur-Rehman & Associates June 2008 - August 2008
McDonald's July 2000 - January 2008
CIBC Wood Gundy January 2002 - May 2002
Skills
Mutual Funds, Macro, Derivatives, Capital Markets, Technical Analysis
Education
Canadian Securities Institute 2010 — 2010
CSC,DFC, Finance, Economics, Banking, Securities, Derivatives
Ryerson University 2005 — 2008
Bachelors of Commerce, Finance Major
CFA Institute
CFA level II candidate
Banque Laurentienne du Canada January 2013 - Present
Sprott Asset Management July 2008 - December 2012
Sentry Investments 2006 - 2008
Northwest Mutual Funds 2003 - 2006
Skills
Mutual Funds, Wealth Management
Education
University of Montreal 1989 — 1992
Bachelor's degree, Labor and Industrial Relations
Sentry Investments June 2015 - Present
ADP Canada March 2015 - Present
AGF Management Limited January 2005 - November 2014
Heart and Stroke Foundation of Canada March 2013 - June 2014
CM Investments - CIBC Asset Management January 2005 - December 2005
CI Funds January 2000 - January 2005
Skills
Mutual Funds, Investments, Wealth Management, Relationship Management, Financial Planners, Financial Services, Training Delivery, Training Programme..., Workshop Facilitation, Instructor-led Training, Organizational Design, Training, Investment Advisory, Leadership, Equities, Retirement Planning, Sales, Asset Allocation
Education
George Brown College 2005 — 2009
Teaching and Training, Instructing Adults
Centennial College 1998 — 2000
International Business
York University 1995 — 1997
Business, International Business
Sentry Investments January 2010 - Present
Skills
Financial Analysis, Strategic Financial..., Strategic Planning, Financial Modeling, Asset Managment, Business Strategy, Mergers & Acquisitions, Corporate Finance, Asset Management, Investments, Portfolio Management, Private Equity, Venture Capital
Education
Ivey Business School at Western University 2002 — 2004
MBA, Richard Ivey School of Business, University of Western Ontario