Spectrum Investments
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Spectrum Investments Employees
Employee
Years
Job
Industry
Guy Lavoie Guy Lavoie's Spectrum Investments Experience October 1999 - July 2002
Job Scotia Asset Management Quebec and Eastern Ontario
Industry Financial Services
Experience
Scotia Asset Management August 2004 - Present
Fonds Maestral- Nord Ouest October 2002 - May 2004
Spectrum Investments October 1999 - July 2002
Fiducie Desjardins February 1994 - October 1999
Skills
Sales Management, Coaching, Strategic Planning, Behavioral Finance, Personal Financial..., Leadership, New Business Development, Investissements, Banque, Fonds mutuel, Gestion de patrimoine
Education
Laval University 1981 — 1984
Bachelor's degree, Economics
Université Laval 1981 — 1984
Bachelor's degree, Économie
Scotia Asset Management August 2004 - Present
Fonds Maestral- Nord Ouest October 2002 - May 2004
Spectrum Investments October 1999 - July 2002
Fiducie Desjardins February 1994 - October 1999
Skills
Sales Management, Coaching, Strategic Planning, Behavioral Finance, Personal Financial..., Leadership, New Business Development, Investissements, Banque, Fonds mutuel, Gestion de patrimoine
Education
Laval University 1981 — 1984
Bachelor's degree, Economics
Université Laval 1981 — 1984
Bachelor's degree, Économie
Terry (Whitt) Pierce, GRI, ABR Terry (Whitt) Pierce, GRI, ABR's Spectrum Investments Experience July 2009 - June 2012
Job Realtor Associate at Coldwell Banker Assciated Brokers Realty
Industry Real Estate
Experience
Coldwell Banker Assciated Brokers Realty July 2010 - Present
Spectrum Investments July 2009 - June 2012
Coldwell Banker Spectrum Properties July 2005 - June 2009
ERA Tetterton 2005 - 2005
Skills
Short Sales, Buyer Representation, REO, Single Family Homes, Listings, First Time Home Buyers, New Home Sales, Sellers, Foreclosures, Relocation, Condos, Investors, SFR, Real Property, Referrals, Investment Properties, Real Estate Transactions, Residential Homes, Luxury, Real Estate, Resellers, Townhomes, ABR, Buyers
Education
North Carolina State University 1975 — 1977
Coldwell Banker Assciated Brokers Realty July 2010 - Present
Spectrum Investments July 2009 - June 2012
Coldwell Banker Spectrum Properties July 2005 - June 2009
ERA Tetterton 2005 - 2005
Skills
Short Sales, Buyer Representation, REO, Single Family Homes, Listings, First Time Home Buyers, New Home Sales, Sellers, Foreclosures, Relocation, Condos, Investors, SFR, Real Property, Referrals, Investment Properties, Real Estate Transactions, Residential Homes, Luxury, Real Estate, Resellers, Townhomes, ABR, Buyers
Education
North Carolina State University 1975 — 1977
Allan Henderson Allan Henderson's Spectrum Investments Experience September 2000 - November 2002
Job District Vice President at Sentry Investments
Industry Financial Services
Experience
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 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
David Sydney-Cariglia David Sydney-Cariglia's Spectrum Investments Experience May 1994 - June 2001
Job Facilities Manager at JLL
Industry Facilities Services
Experience
JLL June 2014 - Present
Thomson Carswell August 2009 - June 2014
Davis + Henderson September 2003 - January 2009
OMERS June 2001 - December 2002
Spectrum Investments May 1994 - June 2001
Skills
Project Management, Vendor Management, Process Improvement, Team Leadership, Customer Service, Facilities Management, Office Management, Corporate Services, Access, Budgets, Business Analysis, Coaching, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, Outlook, Performance Management, Program Management, Teamwork, Time Management, Management
Education
CEGEP - John Abbott College 1981 — 1984
JLL June 2014 - Present
Thomson Carswell August 2009 - June 2014
Davis + Henderson September 2003 - January 2009
OMERS June 2001 - December 2002
Spectrum Investments May 1994 - June 2001
Skills
Project Management, Vendor Management, Process Improvement, Team Leadership, Customer Service, Facilities Management, Office Management, Corporate Services, Access, Budgets, Business Analysis, Coaching, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, Outlook, Performance Management, Program Management, Teamwork, Time Management, Management
Education
CEGEP - John Abbott College 1981 — 1984
Brett Young's Spectrum Investments Experience January 2005 - December 2005
Job Managing Director at Globe Specialty Metals
Industry Mining & Metals
Experience
Globe Specialty Metals January 2010 - October 2013
Plainfield Asset Management January 2006 - December 2009
Spectrum Investments January 2005 - December 2005
RBC 2001 - 2004
Skills
Business Development, Due Diligence, Private Equity
Education
University of Kansas
Globe Specialty Metals January 2010 - October 2013
Plainfield Asset Management January 2006 - December 2009
Spectrum Investments January 2005 - December 2005
RBC 2001 - 2004
Skills
Business Development, Due Diligence, Private Equity
Education
University of Kansas
Anthony Borthwick, CFA Anthony Borthwick, CFA's Spectrum Investments Experience January 2000 - January 2003
Job Investment Advisor at HollisWealth
Industry Financial Services
Experience
HollisWealth, Scotia Capital Inc. January 2010 - Present
AGF Management Limited 2004 - 2010
Spectrum Investments January 2000 - January 2003
Yorkton Securities January 1998 - January 2000
Nesbitt Burns January 1994 - February 1998
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investments, Investment Strategies, Financial Advisory, Retirement, Asset Management, Investment Advisory
Education
The University of British Columbia 1985 — 1990
BSc, Chemistry
CFA Society
Chartered Financial Analyst
Handsworth
HollisWealth, Scotia Capital Inc. January 2010 - Present
AGF Management Limited 2004 - 2010
Spectrum Investments January 2000 - January 2003
Yorkton Securities January 1998 - January 2000
Nesbitt Burns January 1994 - February 1998
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investments, Investment Strategies, Financial Advisory, Retirement, Asset Management, Investment Advisory
Education
The University of British Columbia 1985 — 1990
BSc, Chemistry
CFA Society
Chartered Financial Analyst
Handsworth
Heather McPherson Heather McPherson's Spectrum Investments Experience 2000 - 2001
Job Instructor/Trainer
Industry Education Management
Experience
NorQuest College September 2013 - Present
The American University in Cairo Management Center April 2012 - July 2012
International School of Chouiefat 1998 - 2007
AMIDEAST 2002 - February 2003
Fundraising Initiatives Inc. 2002 - 2003
CEOSS - Social Services & Development September 2001 - July 2002
Progress2,Consulting Services 2001 - 2002
Spectrum Investments 2000 - 2001
The E21 Group Inc. 1997 - 1998
Skills
Curriculum Design, Teaching, Curriculum Development, Adult Education, Instructional Design, Leadership Development, Public Speaking, E-Learning, Higher Education, Organizational..., Staff Development, Classroom, Educational Technology, Courses, Teacher Training, Research, Teaching Adults, ESL, Coaching, Instructor-led Training, Training, Marketing, Strategic Planning, Nonprofits, Volunteer Management, Policy, International Education, Data Analysis, Program Management, Grants, Grant Writing, Fundraising, Program Development, Leadership, Team Building, Qualitative Research, Intercultural..., Educational Leadership, Classroom Management, Instructional Technology, Event Planning, Community Development, Workshop Facilitation, Student Affairs, Blended Learning, TESOL, Career Counseling, Language Teaching, Executive Coaching, Distance Learning
Education
Colorado State University 2006 — 2008
M.S. Education & Human Resource Studies, Adult Education & Training
University of Guelph 1994 — 1998
BA, Sociology, Family & Child Studies
Durham College
selected courses, Post-Diploma Program, Human Resource Management
NorQuest College September 2013 - Present
The American University in Cairo Management Center April 2012 - July 2012
International School of Chouiefat 1998 - 2007
AMIDEAST 2002 - February 2003
Fundraising Initiatives Inc. 2002 - 2003
CEOSS - Social Services & Development September 2001 - July 2002
Progress2,Consulting Services 2001 - 2002
Spectrum Investments 2000 - 2001
The E21 Group Inc. 1997 - 1998
Skills
Curriculum Design, Teaching, Curriculum Development, Adult Education, Instructional Design, Leadership Development, Public Speaking, E-Learning, Higher Education, Organizational..., Staff Development, Classroom, Educational Technology, Courses, Teacher Training, Research, Teaching Adults, ESL, Coaching, Instructor-led Training, Training, Marketing, Strategic Planning, Nonprofits, Volunteer Management, Policy, International Education, Data Analysis, Program Management, Grants, Grant Writing, Fundraising, Program Development, Leadership, Team Building, Qualitative Research, Intercultural..., Educational Leadership, Classroom Management, Instructional Technology, Event Planning, Community Development, Workshop Facilitation, Student Affairs, Blended Learning, TESOL, Career Counseling, Language Teaching, Executive Coaching, Distance Learning
Education
Colorado State University 2006 — 2008
M.S. Education & Human Resource Studies, Adult Education & Training
University of Guelph 1994 — 1998
BA, Sociology, Family & Child Studies
Durham College
selected courses, Post-Diploma Program, Human Resource Management
Laura Okuda-Hara Laura Okuda-Hara's Spectrum Investments Experience 2000 - 2001
Job Director at Utopia Green International Inc.
Industry Textiles
Experience
Utopia Green International Inc. September 2006 - Present
Diabetes UK October 2005 - August 2006
Spectrum Investments 2000 - 2001
Skills
Event Management, Customer Service, Social Media, Photoshop, Microsoft Office, Microsoft Excel, Project Management, Event Planning, Fashion, Illustrator, Social Networking, Market Research, Acting
Education
International Academy of Design and Technology - (Toronto) 2006 — 2007
Fashion Marketing/ Merchandising
Queen's University 1998 — 2002
BAH, Film
The University of Glasgow 2000 — 2001
Film/Cinema/Video Studies
Lower Canada College
Utopia Green International Inc. September 2006 - Present
Diabetes UK October 2005 - August 2006
Spectrum Investments 2000 - 2001
Skills
Event Management, Customer Service, Social Media, Photoshop, Microsoft Office, Microsoft Excel, Project Management, Event Planning, Fashion, Illustrator, Social Networking, Market Research, Acting
Education
International Academy of Design and Technology - (Toronto) 2006 — 2007
Fashion Marketing/ Merchandising
Queen's University 1998 — 2002
BAH, Film
The University of Glasgow 2000 — 2001
Film/Cinema/Video Studies
Lower Canada College
Emma Rosal, Prosci ADKAR®, CHRL, CCP, CBP, GRP's Spectrum Investments Experience August 1994 - June 2000
Job Sr. Consultant, Organizational Change at Innovation & Digital Services at Capgemini
Industry Financial Services
Experience
Innovation & Digital Services at Capgemini September 2015 - Present
ER Consulting August 2014 - September 2015
ResMor Trust Company (a Royal Bank subsidiary) February 2013 - October 2013
ResMor Trust Company (an Ally Financial subsidiary) April 2008 - January 2013
Pitney Bowes May 2002 - June 2007
CIBC January 2002 - May 2002
Merrill Lynch Investment Managers June 2000 - January 2002
Spectrum Investments August 1994 - June 2000
Skills
Talent Management, Employee Engagement, Compensation, Employee Relations, Organizational..., Change Management, Policy, Internal Communications, Performance Management, Succession Planning, Organizational Design, Organizational..., HR Strategy, Leadership Development, HRIS, Talent Acquisition, Coaching, Executive Compensation, Restructuring, Benefits, Mergers, Employment Law, Recruitment/Retention, Human Capital Management, Onboarding, Talent Development, HR Consulting, HR Legislative..., Deferred Compensation, Human Resources, Personnel Management, Mergers & Acquisitions, Training, Project Management, Strategic Planning, Executive Coaching, Recruiting, Strategy, Benefits Administration, Governance, HR Transformation, Leadership, Management, New Hire Orientations, Outsourcing, Program Management, Human Capital, Workforce Planning, Interviews, Compensation & Benefit
Education
Global Knowledge 2015 — 2015
ITIL Foundation Certificate
University of Toronto 2015 — 2015
Certificate in Business Process Management (in progress)
Global Knowledge 2014 — 2014
Project Management Fundamentals, PMP Bootcamp, Project Management
Human Capital Institute 2012 — 2012
Strategic Workforce Planning Certification
PROSCI 2009 — 2009
Prosci Change Management Certification Program
Humber/Sheridan College
Human Resources Management Courses
University of Santo Tomas
Bachelor of Science, Psychology
University of the Philippines
Industrial Relations
Innovation & Digital Services at Capgemini September 2015 - Present
ER Consulting August 2014 - September 2015
ResMor Trust Company (a Royal Bank subsidiary) February 2013 - October 2013
ResMor Trust Company (an Ally Financial subsidiary) April 2008 - January 2013
Pitney Bowes May 2002 - June 2007
CIBC January 2002 - May 2002
Merrill Lynch Investment Managers June 2000 - January 2002
Spectrum Investments August 1994 - June 2000
Skills
Talent Management, Employee Engagement, Compensation, Employee Relations, Organizational..., Change Management, Policy, Internal Communications, Performance Management, Succession Planning, Organizational Design, Organizational..., HR Strategy, Leadership Development, HRIS, Talent Acquisition, Coaching, Executive Compensation, Restructuring, Benefits, Mergers, Employment Law, Recruitment/Retention, Human Capital Management, Onboarding, Talent Development, HR Consulting, HR Legislative..., Deferred Compensation, Human Resources, Personnel Management, Mergers & Acquisitions, Training, Project Management, Strategic Planning, Executive Coaching, Recruiting, Strategy, Benefits Administration, Governance, HR Transformation, Leadership, Management, New Hire Orientations, Outsourcing, Program Management, Human Capital, Workforce Planning, Interviews, Compensation & Benefit
Education
Global Knowledge 2015 — 2015
ITIL Foundation Certificate
University of Toronto 2015 — 2015
Certificate in Business Process Management (in progress)
Global Knowledge 2014 — 2014
Project Management Fundamentals, PMP Bootcamp, Project Management
Human Capital Institute 2012 — 2012
Strategic Workforce Planning Certification
PROSCI 2009 — 2009
Prosci Change Management Certification Program
Humber/Sheridan College
Human Resources Management Courses
University of Santo Tomas
Bachelor of Science, Psychology
University of the Philippines
Industrial Relations
Meagan Filion Meagan Filion's Spectrum Investments Experience 2001 - 2003
Job Senior Manager, Leadership Development at RBC
Industry Financial Services
Experience
RBC November 2012 - Present
RBC January 2010 - November 2012
RBC 2005 - January 2010
Hewitt Associates supporting Bank of Montreal 2003 - 2005
Quantum Management Services 2002 - 2003
Spectrum Investments 2001 - 2003
Skills
Talent Acquisition, Onboarding
Education
McGill University 1994 — 1998
Bachelor of Commerce
RBC November 2012 - Present
RBC January 2010 - November 2012
RBC 2005 - January 2010
Hewitt Associates supporting Bank of Montreal 2003 - 2005
Quantum Management Services 2002 - 2003
Spectrum Investments 2001 - 2003
Skills
Talent Acquisition, Onboarding
Education
McGill University 1994 — 1998
Bachelor of Commerce
Cristy Herrera's Spectrum Investments Experience January 2003 - December 2007
Job Account Executive at Riverdale Farms
Industry Import and Export
Experience
Riverdale Farms July 2008 - Present
Spectrum Investments January 2003 - December 2007
Skills
New Business Development, Sales Management, Negotiation, Account Management, Marketing Strategy, Purchasing, Sales, Logistics, Merchandising, Product Development, Forecasting, Retail, Pricing, Inventory Management, Strategic Planning, Key Account Management, Customer Service, Business Strategy, Team Building, Sourcing, Supply Chain
Education
St. Thomas University 2006 — 2010
Bachelor's degree, Business Administration and Management, General
Riverdale Farms July 2008 - Present
Spectrum Investments January 2003 - December 2007
Skills
New Business Development, Sales Management, Negotiation, Account Management, Marketing Strategy, Purchasing, Sales, Logistics, Merchandising, Product Development, Forecasting, Retail, Pricing, Inventory Management, Strategic Planning, Key Account Management, Customer Service, Business Strategy, Team Building, Sourcing, Supply Chain
Education
St. Thomas University 2006 — 2010
Bachelor's degree, Business Administration and Management, General
Jacqueline Mundie English, CHRL's Spectrum Investments Experience February 2001 - June 2002
Job Manager, Human Resources at Parrish and Heimbecker, Limited
Industry Human Resources
Experience
Parrish & Heimbecker, Limited January 2011 - Present
The Kirwin Group October 2008 - June 2011
Allied Research International - Cetero Research October 2003 - October 2008
Riptown.com Media February 2007 - May 2007
Allied Research International Inc 2003 - 2007
Rogers Communications Inc. 2001 - 2003
Spectrum Investments February 2001 - June 2002
Skills
Performance Management, Employee Relations, Policy, Compensation, HR Consulting, Talent Acquisition, Interviewing, Talent Management, Mentoring, Coaching, HRIS, Sourcing, Employee Engagement
Education
Sheridan College 2000 — 2001
HR Post Grad, Human Resources
Wilfrid Laurier University 1996 — 2000
BA, Sociology
Parrish & Heimbecker, Limited January 2011 - Present
The Kirwin Group October 2008 - June 2011
Allied Research International - Cetero Research October 2003 - October 2008
Riptown.com Media February 2007 - May 2007
Allied Research International Inc 2003 - 2007
Rogers Communications Inc. 2001 - 2003
Spectrum Investments February 2001 - June 2002
Skills
Performance Management, Employee Relations, Policy, Compensation, HR Consulting, Talent Acquisition, Interviewing, Talent Management, Mentoring, Coaching, HRIS, Sourcing, Employee Engagement
Education
Sheridan College 2000 — 2001
HR Post Grad, Human Resources
Wilfrid Laurier University 1996 — 2000
BA, Sociology
Boyd Tattrie's Spectrum Investments Experience March 1998 - September 2003
Job Helpdesk Analyst at Tetratech
Industry Information Technology and Services
Experience
Tetra Tech Canada (formerly Wardrop Engineering) May 2005 - Present
Spectrum Investments March 1998 - September 2003
Skills
Team Building, Troubleshooting, Training, Technical Support, Project Management, Client-focused, Performing, documentation, Process Writing, Software Documentation, Help Desk Support, Printers, Active Directory, Blackberry Enterprise..., Access, System Administration, Windows Server, Visio
Education
Durham College 2003 — 2004
Network Administration Specialist (Certificate), Cisco CCNA & Microsoft 2000 track, 86%
Tetra Tech Canada (formerly Wardrop Engineering) May 2005 - Present
Spectrum Investments March 1998 - September 2003
Skills
Team Building, Troubleshooting, Training, Technical Support, Project Management, Client-focused, Performing, documentation, Process Writing, Software Documentation, Help Desk Support, Printers, Active Directory, Blackberry Enterprise..., Access, System Administration, Windows Server, Visio
Education
Durham College 2003 — 2004
Network Administration Specialist (Certificate), Cisco CCNA & Microsoft 2000 track, 86%
Kathy Leroux's Spectrum Investments Experience 1991 - 2002
Job Human Resources Professional
Industry Financial Services
Experience
Everest College September 2011 - 2015
CSI Global Education Inc. February 2006 - December 2009
First Canadian Title 2004 - 2005
Sun Life Financial 2002 - 2003
Spectrum Investments 1991 - 2002
Skills
Employee Benefits, Human Resources, Personnel Management, Recruiting, HR Policies, Marketing, Performance Management, Mergers, Onboarding, Talent Management, Change Management, Employee Engagement, Deferred Compensation, Management, Leadership, Employee Relations
Education
McGill University
CHRM, Human Resources Management
Everest College September 2011 - 2015
CSI Global Education Inc. February 2006 - December 2009
First Canadian Title 2004 - 2005
Sun Life Financial 2002 - 2003
Spectrum Investments 1991 - 2002
Skills
Employee Benefits, Human Resources, Personnel Management, Recruiting, HR Policies, Marketing, Performance Management, Mergers, Onboarding, Talent Management, Change Management, Employee Engagement, Deferred Compensation, Management, Leadership, Employee Relations
Education
McGill University
CHRM, Human Resources Management
Craig Swistun's Spectrum Investments Experience January 1999 - March 2001
Job Vice President at Connor, Clark & Lunn Private Capital Ltd.
Industry Financial Services
Experience
Connor, Clark & Lunn Private Capital Ltd. August 2013 - Present
Connor, Clark and Lunn Managed Portfolios September 2005 - August 2013
Humber College January 2011 - May 2011
Assante Asset Management 2001 - 2005
Spectrum Investments January 1999 - March 2001
AIM Funds Management March 1998 - December 1998
Skills
Advertising, Business Development, Brand Management, Graphic Design, Marketing Management, Graphics, Social Media, Marketing Strategy, Media Relations, Corporate Communications, Marketing, Brand Development, B2B, Management, Marketing Communications, Integrated Marketing, Investments, Financial Services, Corporate Branding, Strategy, Entrepreneurship, Email Marketing, Direct Marketing, Social Media Marketing, Private Equity
Education
The University of Winnipeg 1991 — 1994
Bachelor of Arts, English, Economics
Connor, Clark & Lunn Private Capital Ltd. August 2013 - Present
Connor, Clark and Lunn Managed Portfolios September 2005 - August 2013
Humber College January 2011 - May 2011
Assante Asset Management 2001 - 2005
Spectrum Investments January 1999 - March 2001
AIM Funds Management March 1998 - December 1998
Skills
Advertising, Business Development, Brand Management, Graphic Design, Marketing Management, Graphics, Social Media, Marketing Strategy, Media Relations, Corporate Communications, Marketing, Brand Development, B2B, Management, Marketing Communications, Integrated Marketing, Investments, Financial Services, Corporate Branding, Strategy, Entrepreneurship, Email Marketing, Direct Marketing, Social Media Marketing, Private Equity
Education
The University of Winnipeg 1991 — 1994
Bachelor of Arts, English, Economics
Allyson Scott's Spectrum Investments Experience 1998 - 2003
Job Associate Vice President, Human Resources TD Bank Group
Industry Financial Services
Experience
TD June 2013 - Present
TD December 2010 - June 2013
TD Securities August 2008 - December 2010
TD Securities June 2005 - August 2008
Spectrum Investments 1998 - 2003
Education
The University of Western Ontario - King's University College
Honors BA, History and English
TD June 2013 - Present
TD December 2010 - June 2013
TD Securities August 2008 - December 2010
TD Securities June 2005 - August 2008
Spectrum Investments 1998 - 2003
Education
The University of Western Ontario - King's University College
Honors BA, History and English
Stephanie Vincec BSc., PMP's Spectrum Investments Experience January 2001 - July 2002
Job Project Manager
Industry Pharmaceuticals
Experience
International Point of Care Inc. November 2012 - Present
Blue Bamboo Yoga October 2007 - January 2012
ONE Financial August 2005 - October 2007
Desjardins Financial Security Independent Network May 2003 - August 2005
Transamerica October 2002 - May 2003
Talvest Mutual Funds August 2002 - October 2002
Spectrum Investments January 2001 - July 2002
Skills
Project Management, SDLC, Change Management, PMP, Project Planning, New Business Development, Leadership, Budgets, Management, MS Project, Business Development, Business Analysis
Education
CSI
IFIC, CSC, CPH, LLQP
Humber College
Project Management Certificate, Project Management
PMI
PMP
Ryerson University
Business Management Certificate
The University of Western Ontario
Bachelor of Science (BSc), Biology, General
International Point of Care Inc. November 2012 - Present
Blue Bamboo Yoga October 2007 - January 2012
ONE Financial August 2005 - October 2007
Desjardins Financial Security Independent Network May 2003 - August 2005
Transamerica October 2002 - May 2003
Talvest Mutual Funds August 2002 - October 2002
Spectrum Investments January 2001 - July 2002
Skills
Project Management, SDLC, Change Management, PMP, Project Planning, New Business Development, Leadership, Budgets, Management, MS Project, Business Development, Business Analysis
Education
CSI
IFIC, CSC, CPH, LLQP
Humber College
Project Management Certificate, Project Management
PMI
PMP
Ryerson University
Business Management Certificate
The University of Western Ontario
Bachelor of Science (BSc), Biology, General
Sandra Ramsay's Spectrum Investments Experience 1990 - 2002
Job Director of Finance Everest College Canada Division of Corinthian Colleges Inc.
Industry Education Management
Experience
Everest Canada November 2002 - February 2015
Spectrum Investments 1990 - 2002
Skills
Staff Development, Admissions, Enrollment Management, Leadership, Finance, Budgets, Student Financial Aid, Recruiting, Strategic Planning, Leadership Development, Adult Education, Coaching, Talent Management, Training, Team Building, Customer Service
Education
University of Prince Edward Island
Bachelor of Business Administration (B.B.A.)
George Brown College
Human Resources Certificate
Everest Canada November 2002 - February 2015
Spectrum Investments 1990 - 2002
Skills
Staff Development, Admissions, Enrollment Management, Leadership, Finance, Budgets, Student Financial Aid, Recruiting, Strategic Planning, Leadership Development, Adult Education, Coaching, Talent Management, Training, Team Building, Customer Service
Education
University of Prince Edward Island
Bachelor of Business Administration (B.B.A.)
George Brown College
Human Resources Certificate
Kathleen Moleski's Spectrum Investments Experience July 2000 - July 2002
Job IT Manager at TD Bank
Industry Banking
Experience
TD Bank Group 2004 - Present
Spectrum Investments July 2000 - July 2002
Manulife Financial April 1986 - July 2000
Skills
Vendor Management, PMO, SDLC, Business Analysis, IT Management, Requirements Gathering, Business Requirements, IT Strategy, Team Leadership, Integration, Requirements Analysis, Document Management, Change Management, Banking, Project Portfolio..., Process Improvement, Risk Management, Disaster Recovery, Enterprise Architecture, Project Management
Education
Ryerson University
University of Waterloo
York University - Schulich School of Business
TD Bank Group 2004 - Present
Spectrum Investments July 2000 - July 2002
Manulife Financial April 1986 - July 2000
Skills
Vendor Management, PMO, SDLC, Business Analysis, IT Management, Requirements Gathering, Business Requirements, IT Strategy, Team Leadership, Integration, Requirements Analysis, Document Management, Change Management, Banking, Project Portfolio..., Process Improvement, Risk Management, Disaster Recovery, Enterprise Architecture, Project Management
Education
Ryerson University
University of Waterloo
York University - Schulich School of Business
Jill Taylor Smith's Spectrum Investments Experience February 2001 - July 2002
Job Pension and Investment Consultant at Eckler Ltd.
Industry Investment Management
Experience
Eckler Ltd. March 2011 - Present
Aon Consulting February 2007 - March 2011
Aon Consulting September 2002 - February 2007
Spectrum Investments February 2001 - July 2002
Skills
Investments, Investment Management, Retirement, Pension Funds, Investment Strategies, Asset Allocation, Options, Institutional..., Pensions
Education
Queen's University 1992 — 1993
MA
Western University 1988 — 1992
BSc
Eckler Ltd. March 2011 - Present
Aon Consulting February 2007 - March 2011
Aon Consulting September 2002 - February 2007
Spectrum Investments February 2001 - July 2002
Skills
Investments, Investment Management, Retirement, Pension Funds, Investment Strategies, Asset Allocation, Options, Institutional..., Pensions
Education
Queen's University 1992 — 1993
MA
Western University 1988 — 1992
BSc
George Amirthavasagam's Spectrum Investments Experience May 1996 - September 2002
Job Quality Assurance Analyst at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management May 2003 - Present
Spectrum Investments May 1996 - September 2002
AGF Management Limited July 1988 - May 1996
CANADA SYSTEMS GROUP ( CSG) May 1987 - June 1988
Skills
Mutual Funds, Financial Services, Business Analysis, Investments, Quality Assurance, User Acceptance Testing, Risk Management, Wealth Management, SDLC, Banking, Requirements Analysis, Portfolio Management, Asset Managment, Business Requirements, Insurance, Securities, Equities, Strategic Financial..., Asset Allocation, Trading, Hedge Funds, Process Improvement, Fixed Income, Pensions, Investment Strategies, Vendor Management, Leadership, Strategy, Financial Planning
Education
McGill High School 1986 — 1987
Book Keeping, Accounting Technology/Technician and Bookkeeping, Continuing education for Book Keeping
St Patrick's College
High School Diploma
Assante Wealth Management May 2003 - Present
Spectrum Investments May 1996 - September 2002
AGF Management Limited July 1988 - May 1996
CANADA SYSTEMS GROUP ( CSG) May 1987 - June 1988
Skills
Mutual Funds, Financial Services, Business Analysis, Investments, Quality Assurance, User Acceptance Testing, Risk Management, Wealth Management, SDLC, Banking, Requirements Analysis, Portfolio Management, Asset Managment, Business Requirements, Insurance, Securities, Equities, Strategic Financial..., Asset Allocation, Trading, Hedge Funds, Process Improvement, Fixed Income, Pensions, Investment Strategies, Vendor Management, Leadership, Strategy, Financial Planning
Education
McGill High School 1986 — 1987
Book Keeping, Accounting Technology/Technician and Bookkeeping, Continuing education for Book Keeping
St Patrick's College
High School Diploma
Jonathan Krumins's Spectrum Investments Experience March 1998 - April 2000
Job Vice President, AML Risk & Compliance at vCAMLO
Industry Financial Services
Experience
vCAMLO July 2014 - Present
vCAMLO April 2011 - July 2014
CI Investments Inc. March 2006 - April 2011
CI Investments Inc. February 2005 - March 2006
Portus Asset Management May 2004 - February 2005
Spectrum Investments / CI Investments May 2000 - May 2004
Spectrum Investments March 1998 - April 2000
Government of Quebec September 1996 - May 1997
Skills
AML, Compliance, Risk Management, Regulatory Reporting, Mutual Funds, Risk Assessment, Training, KYC, Finance, Analysis, Investments, Financial Risk, Policy, Operational Risk, Securities, Financial Regulation, Financial Services, Anti Money Laundering, Banking
Education
Seneca College of Applied Arts and Technology 2010 — 2011
Canadian Institute for Financial Crime Analysis (CIFCA)
University of Toronto 1998 — 2004
Honours Bachelor of Arts Joint Specialist Program, History and Political Science
vCAMLO July 2014 - Present
vCAMLO April 2011 - July 2014
CI Investments Inc. March 2006 - April 2011
CI Investments Inc. February 2005 - March 2006
Portus Asset Management May 2004 - February 2005
Spectrum Investments / CI Investments May 2000 - May 2004
Spectrum Investments March 1998 - April 2000
Government of Quebec September 1996 - May 1997
Skills
AML, Compliance, Risk Management, Regulatory Reporting, Mutual Funds, Risk Assessment, Training, KYC, Finance, Analysis, Investments, Financial Risk, Policy, Operational Risk, Securities, Financial Regulation, Financial Services, Anti Money Laundering, Banking
Education
Seneca College of Applied Arts and Technology 2010 — 2011
Canadian Institute for Financial Crime Analysis (CIFCA)
University of Toronto 1998 — 2004
Honours Bachelor of Arts Joint Specialist Program, History and Political Science
Steve Lowden's Spectrum Investments Experience 1996 - 1998
Job Human Resources Leader
Industry Financial Services
Experience
Steve Lowden and Associates November 2009 - Present
CSI Global Education Inc. May 2004 - May 2009
Sun Life Financial February 2002 - June 2003
Sun Life Financial June 1999 - February 2002
Sun Life Financial May 1998 - June 1999
Spectrum Investments 1996 - 1998
Skills
Employee Engagement, Leadership, Leadership Development, Talent Management, Strategic Planning, Change Management, Personnel Management, Performance Management, Strategy, Employee Relations, Human Resources, Recruiting, Training, Organizational Design, Management, Process Improvement, Deferred Compensation
Education
Athabasca University 2008 — 2010
Executive MBA
University of Toronto - Rotman School of Management 2005 — 2006
Advanced Program in HR Management
The University of Western Ontario 1982 — 1985
English/History
Steve Lowden and Associates November 2009 - Present
CSI Global Education Inc. May 2004 - May 2009
Sun Life Financial February 2002 - June 2003
Sun Life Financial June 1999 - February 2002
Sun Life Financial May 1998 - June 1999
Spectrum Investments 1996 - 1998
Skills
Employee Engagement, Leadership, Leadership Development, Talent Management, Strategic Planning, Change Management, Personnel Management, Performance Management, Strategy, Employee Relations, Human Resources, Recruiting, Training, Organizational Design, Management, Process Improvement, Deferred Compensation
Education
Athabasca University 2008 — 2010
Executive MBA
University of Toronto - Rotman School of Management 2005 — 2006
Advanced Program in HR Management
The University of Western Ontario 1982 — 1985
English/History