Talvest Fund Management
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Talvest Fund Management Employees
Employee
Years
Job
Industry
Helen Barfurth Helen Barfurth's Talvest Fund Management Experience 2001 - 2003
Job Helen Barfurth Consulting Inc.
Industry Investment Management
Experience
Heward Investment Management Inc. January 2008 - Present
CIBC Asset Management 2005 - 2006
TAL Global Asset Management Inc. 2003 - 2005
Talvest Fund Management 2001 - 2003
NBG Securities Inc. September 1998 - June 2001
Laurentian Bank 1989 - 1997
Skills
Hedge Funds, Asset Managment, Mutual Funds, Alternative Investments, Securities Regulation, Securities, Asset Management, Investment Management, Investment Advisory, Private Equity, Capital Markets, Equities, FINRA, Financial Services, Wealth Management, ETFs, Fixed Income, Investments, Risk Management, Portfolio Management
Education
Concordia University 1980 — 1984
B.A., Economics
Heward Investment Management Inc. January 2008 - Present
CIBC Asset Management 2005 - 2006
TAL Global Asset Management Inc. 2003 - 2005
Talvest Fund Management 2001 - 2003
NBG Securities Inc. September 1998 - June 2001
Laurentian Bank 1989 - 1997
Skills
Hedge Funds, Asset Managment, Mutual Funds, Alternative Investments, Securities Regulation, Securities, Asset Management, Investment Management, Investment Advisory, Private Equity, Capital Markets, Equities, FINRA, Financial Services, Wealth Management, ETFs, Fixed Income, Investments, Risk Management, Portfolio Management
Education
Concordia University 1980 — 1984
B.A., Economics
Jerilyn Johnson Jerilyn Johnson's Talvest Fund Management Experience 1990 - 1995
Job Regional Marketing Consultant, Retirement Investment Specialist at Canada Life
Industry Investment Management
Experience
Canada Life October 2012 - Present
Transamerica Life Canada June 2002 - January 2012
Dynamic Mutual Funds 1995 - 2001
Talvest Fund Management 1990 - 1995
Skills
Strategic Financial..., Investments, Insurance, Wealth Management, Mutual Funds, Disability Insurance, Financial Services, Investment Strategies, Relationship Management, Retirement Planning, Fixed Annuities, Retirement, Estate Planning
Education
The University of British Columbia / UBC
BA
Canada Life October 2012 - Present
Transamerica Life Canada June 2002 - January 2012
Dynamic Mutual Funds 1995 - 2001
Talvest Fund Management 1990 - 1995
Skills
Strategic Financial..., Investments, Insurance, Wealth Management, Mutual Funds, Disability Insurance, Financial Services, Investment Strategies, Relationship Management, Retirement Planning, Fixed Annuities, Retirement, Estate Planning
Education
The University of British Columbia / UBC
BA
Nadia Ragozzino Nadia Ragozzino's Talvest Fund Management Experience 1998 - 2000
Job Associate, HR Employee Service Center at Domtar
Industry Financial Services
Experience
Domtar December 2013 - Present
Dundee Leeds January 2006 - June 2012
Dynamic Funds May 2004 - 2006
StrategicNova Funds Management June 2000 - May 2004
Talvest Fund Management 1998 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, Outlook, PowerPoint, French, English, Human Resources, Administrative Office..., Executive...
Education
Concordia University 1992 — 1995
B. Comm, Human Resources Management
Champlain Regional College 1989 — 1991
Dec, Social Sciences
Domtar December 2013 - Present
Dundee Leeds January 2006 - June 2012
Dynamic Funds May 2004 - 2006
StrategicNova Funds Management June 2000 - May 2004
Talvest Fund Management 1998 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, Outlook, PowerPoint, French, English, Human Resources, Administrative Office..., Executive...
Education
Concordia University 1992 — 1995
B. Comm, Human Resources Management
Champlain Regional College 1989 — 1991
Dec, Social Sciences
Andrew Branch's Talvest Fund Management Experience 2004 - 2005
Job Business Development Leadership
Industry Financial Services
Experience
Dynamic Funds 2010 - 2014
Goodman Private Wealth Management July 2006 - August 2010
OpenSky Capital 2006 - 2006
Talvest Fund Management 2004 - 2005
Skills
Mutual Funds, Investments, Alternative Investments, Portfolio Management, Investment Strategies, Equities, Retirement Planning, Asset Allocation, Wealth Management, Securities, Asset Management, Asset Managment, Strategic Financial..., Financial Services, Investment Advisory, CRM, Financial Planning, Management
Education
Canadian Securities Institute 2015 — 2015
PMT, Portfolio Management Techniques
Canadian Securities Institute 2011 — 2011
IMT, Investment Management Techniques
Canadian Securities Institute 2007 — 2007
CSC
Ryerson University 2001 — 2005
Bachelor of Commerce, Finance, eCommerce
IFSE
EMP, Exempt Market Products Course
Dynamic Funds 2010 - 2014
Goodman Private Wealth Management July 2006 - August 2010
OpenSky Capital 2006 - 2006
Talvest Fund Management 2004 - 2005
Skills
Mutual Funds, Investments, Alternative Investments, Portfolio Management, Investment Strategies, Equities, Retirement Planning, Asset Allocation, Wealth Management, Securities, Asset Management, Asset Managment, Strategic Financial..., Financial Services, Investment Advisory, CRM, Financial Planning, Management
Education
Canadian Securities Institute 2015 — 2015
PMT, Portfolio Management Techniques
Canadian Securities Institute 2011 — 2011
IMT, Investment Management Techniques
Canadian Securities Institute 2007 — 2007
CSC
Ryerson University 2001 — 2005
Bachelor of Commerce, Finance, eCommerce
IFSE
EMP, Exempt Market Products Course
Etienne Chabot Etienne Chabot's Talvest Fund Management Experience 2005 - 2007
Job Chef de projet, Fonctions de soutien Mouvement Opérations et Performance at Desjardins
Industry Computer Software
Experience
Desjardins September 2014 - Present
Desjardins June 2012 - September 2014
Desjardins Venture Capital November 2011 - May 2012
eFront June 2009 - November 2011
Desjardins January 2007 - June 2009
Talvest Fund Management 2005 - 2007
SunGard 1999 - 2005
Skills
Project Portfolio..., PMP, Business Development, Alternative Investments, Office Management, PMO, Software Project..., IT Strategy, Business Intelligence, Integration, Business Process, Project Management, Risk Management, Requirements Analysis, Program Management, IT Management, MS Project, Business Strategy, Portfolio Management, Agile Methodologies, Team Leadership, Management Consulting, Project Delivery, IT Service Management
Education
HEC Montreal 1999 — 2004
Bachelor, Management Information & Systems
Université de Sherbrooke 1996 — 1998
Computer Sciences
Desjardins September 2014 - Present
Desjardins June 2012 - September 2014
Desjardins Venture Capital November 2011 - May 2012
eFront June 2009 - November 2011
Desjardins January 2007 - June 2009
Talvest Fund Management 2005 - 2007
SunGard 1999 - 2005
Skills
Project Portfolio..., PMP, Business Development, Alternative Investments, Office Management, PMO, Software Project..., IT Strategy, Business Intelligence, Integration, Business Process, Project Management, Risk Management, Requirements Analysis, Program Management, IT Management, MS Project, Business Strategy, Portfolio Management, Agile Methodologies, Team Leadership, Management Consulting, Project Delivery, IT Service Management
Education
HEC Montreal 1999 — 2004
Bachelor, Management Information & Systems
Université de Sherbrooke 1996 — 1998
Computer Sciences
Patrizio Fortino, B.B.A., CFA's Talvest Fund Management Experience November 2000 - June 2001
Job Investment Counselor
Industry Investment Management
Experience
T.E. Wealth March 2005 - Present
Swifttrade August 2004 - December 2004
National Bank Financial June 2001 - August 2004
Talvest Fund Management November 2000 - June 2001
BMO Financial Group June 2000 - November 2000
Skills
Investments, Wealth Management, Investment Strategies, Financial Analysis
Education
CFA Institute 2006 — 2007
CFA Program
1997 — 2000
B.B.A., Finance
Canadian Securities Institute
Financial Planning Program
Canadian Securities Institute
Canadian Securities Course
T.E. Wealth March 2005 - Present
Swifttrade August 2004 - December 2004
National Bank Financial June 2001 - August 2004
Talvest Fund Management November 2000 - June 2001
BMO Financial Group June 2000 - November 2000
Skills
Investments, Wealth Management, Investment Strategies, Financial Analysis
Education
CFA Institute 2006 — 2007
CFA Program
1997 — 2000
B.B.A., Finance
Canadian Securities Institute
Financial Planning Program
Canadian Securities Institute
Canadian Securities Course
Patrick Reid, CFA Patrick Reid, CFA's Talvest Fund Management Experience September 1995 - February 2002
Job Vice President, Corporate Development at Pilot Gold Limited
Industry Mining & Metals
Experience
Pilot Gold Limited April 2010 - Present
Fronteer Gold Inc October 2010 - April 2011
AGF Investments Inc. February 2004 - October 2010
Putnam Investments / Sceptre Investment Counsel February 2002 - February 2004
Talvest Fund Management September 1995 - February 2002
Royal Trust 1992 - 1995
Skills
Investments, Start-ups, Sales, Valuation, Equities, Mergers, Financial Modeling, Financial Analysis, Investor Relations, Risk Management, Financial Services, Exceptional mentor &..., Portfolio Management, Private Equity, Leadership, Mergers & Acquisitions
Education
CFA Institute 1994 — 1997
Chartered Financial Analyst (CFA), Finance
The University of British Columbia 1986 — 1991
BA, International Relations
Pilot Gold Limited April 2010 - Present
Fronteer Gold Inc October 2010 - April 2011
AGF Investments Inc. February 2004 - October 2010
Putnam Investments / Sceptre Investment Counsel February 2002 - February 2004
Talvest Fund Management September 1995 - February 2002
Royal Trust 1992 - 1995
Skills
Investments, Start-ups, Sales, Valuation, Equities, Mergers, Financial Modeling, Financial Analysis, Investor Relations, Risk Management, Financial Services, Exceptional mentor &..., Portfolio Management, Private Equity, Leadership, Mergers & Acquisitions
Education
CFA Institute 1994 — 1997
Chartered Financial Analyst (CFA), Finance
The University of British Columbia 1986 — 1991
BA, International Relations
Guy Archambault's Talvest Fund Management Experience 1998 - 2002
Job Senior Vice President, Human Resources at PSP Investments
Industry Financial Services
Experience
PSP Investments 2005 - Present
TAL Global Asset Management Inc. 2002 - 2005
Talvest Fund Management 1998 - 2002
Crain-Drummond 1996 - 1998
ICI Forest Products 1990 - 1996
C-I-L Inc 1985 - 1990
Skills
Talent Management, Recruiting, Employee Engagement, Succession Planning, Change Management, Talent Acquisition, Executive Pay, Human Resources, Employee Relations, Deferred Compensation, Management
Education
HEC Montréal 1981 — 1985
Bachelor of Business Administration, Human Resources Management
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School
PSP Investments 2005 - Present
TAL Global Asset Management Inc. 2002 - 2005
Talvest Fund Management 1998 - 2002
Crain-Drummond 1996 - 1998
ICI Forest Products 1990 - 1996
C-I-L Inc 1985 - 1990
Skills
Talent Management, Recruiting, Employee Engagement, Succession Planning, Change Management, Talent Acquisition, Executive Pay, Human Resources, Employee Relations, Deferred Compensation, Management
Education
HEC Montréal 1981 — 1985
Bachelor of Business Administration, Human Resources Management
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School
Fernando Sa-Pereira's Talvest Fund Management Experience January 1999 - November 2003
Job at
Industry Information Technology and Services
Experience
E3 Services Conseils May 2010 - May 2011
CIBC Asset Management Inc. November 2003 - November 2008
Talvest Fund Management January 1999 - November 2003
Talvest Fund Management May 1997 - January 1999
Talvest Fund Management October 1995 - May 1997
Talvest Fund Management August 1994 - October 1995
Skills
Business Analysis, PMO, PMP, Project Portfolio..., Business Process, IT Management, Software Project..., Business Intelligence, Agile Methodologies, ITIL, MS Project, IT Strategy, Business Process..., Management, Program Management, Integration, Change Management, Project Management, Team Leadership, Risk Management, Financial Services, Enterprise Architecture, Requirements Analysis
Education
McGill University 2014 — 2016
Master's Degree, Computer Science
McGill University 2011 — 2013
Computer Science, Psychology
McGill University 1992 — 1994
Certificate, Compuer Based Informations Systems
University of Toronto 1983 — 1988
Hon. B.A., English
Nepean High School 1979 — 1983
E3 Services Conseils May 2010 - May 2011
CIBC Asset Management Inc. November 2003 - November 2008
Talvest Fund Management January 1999 - November 2003
Talvest Fund Management May 1997 - January 1999
Talvest Fund Management October 1995 - May 1997
Talvest Fund Management August 1994 - October 1995
Skills
Business Analysis, PMO, PMP, Project Portfolio..., Business Process, IT Management, Software Project..., Business Intelligence, Agile Methodologies, ITIL, MS Project, IT Strategy, Business Process..., Management, Program Management, Integration, Change Management, Project Management, Team Leadership, Risk Management, Financial Services, Enterprise Architecture, Requirements Analysis
Education
McGill University 2014 — 2016
Master's Degree, Computer Science
McGill University 2011 — 2013
Computer Science, Psychology
McGill University 1992 — 1994
Certificate, Compuer Based Informations Systems
University of Toronto 1983 — 1988
Hon. B.A., English
Nepean High School 1979 — 1983
Lynn Slawaska, CHRP MBA's Talvest Fund Management Experience 1999 - 2002
Job HR Director at Groupe Encore
Industry Human Resources
Experience
Independent Consultant November 2014 - April 2015
Montfort Hospital February 2013 - September 2014
Fiera Capital Inc. 2010 - 2012
VALORG Inc. 2005 - 2010
TAL Global Asset Management 2002 - 2005
Talvest Fund Management 1999 - 2002
Standard Life 1998 - 1999
Standard Life 1995 - 1998
Institute of Canadian Bankers 1990 - 1994
Skills
Talent Acquisition and..., Team Management, Organizational..., Organizational..., Performance Management, Employee Engagement, Change Management, Customer Service..., Business Process..., Coaching, HR Generalist, Project Management, Training & Development, Employee Relations, Written & Verbal..., NLP, Strategic..., Corporate Communications, Management, Executive Writing, Human Resources, Talent Acquisition, Leadership, Personnel Management
Education
2005 — 2009
Certificate, Human Resource Management
HEC Montréal
Intensive Program in Organizational Development, Change management, employee engagement, talent management
Concordia University
MBA
McGill University
B.A., Psychology
Independent Consultant November 2014 - April 2015
Montfort Hospital February 2013 - September 2014
Fiera Capital Inc. 2010 - 2012
VALORG Inc. 2005 - 2010
TAL Global Asset Management 2002 - 2005
Talvest Fund Management 1999 - 2002
Standard Life 1998 - 1999
Standard Life 1995 - 1998
Institute of Canadian Bankers 1990 - 1994
Skills
Talent Acquisition and..., Team Management, Organizational..., Organizational..., Performance Management, Employee Engagement, Change Management, Customer Service..., Business Process..., Coaching, HR Generalist, Project Management, Training & Development, Employee Relations, Written & Verbal..., NLP, Strategic..., Corporate Communications, Management, Executive Writing, Human Resources, Talent Acquisition, Leadership, Personnel Management
Education
2005 — 2009
Certificate, Human Resource Management
HEC Montréal
Intensive Program in Organizational Development, Change management, employee engagement, talent management
Concordia University
MBA
McGill University
B.A., Psychology
Jennifer Pitts's Talvest Fund Management Experience 2002 - 2005
Job Director, Strategic Initiatives at CIBC Asset Management
Industry Financial Services
Experience
CIBC Asset Management January 2014 - Present
CIBC Asset Management 2007 - December 2013
CIBC Asset Management 2005 - 2007
Talvest Fund Management 2002 - 2005
Talvest Fund Management 2000 - 2002
Citibank 1996 - 2000
Skills
Sales, Mutual Funds, Business Development, New Business Development, Wealth Management
Education
Concordia University 1993 — 1996
B.A.
Concordia University 1993 — 1996
CIBC Asset Management January 2014 - Present
CIBC Asset Management 2007 - December 2013
CIBC Asset Management 2005 - 2007
Talvest Fund Management 2002 - 2005
Talvest Fund Management 2000 - 2002
Citibank 1996 - 2000
Skills
Sales, Mutual Funds, Business Development, New Business Development, Wealth Management
Education
Concordia University 1993 — 1996
B.A.
Concordia University 1993 — 1996
Diana Bourke, CFP, FMA's Talvest Fund Management Experience 1996 - 1999
Job Senior Financial Consultant at MD Investment Management
Industry Financial Services
Experience
MD Investment Management December 2011 - Present
TD Waterhouse October 2004 - September 2011
Franklin Templeton Investments January 2000 - 2002
Global Strategy 1999 - 2000
Talvest Fund Management 1996 - 1999
AIM Trimark Investments 1992 - 1996
Royal Trust 1988 - 1992
Skills
Investments, Portfolio Management, Investment Strategies, Retirement Planning, Wealth, Wealth Management, High Net Worth..., Investment Advisory, Retirement, Asset Allocation, Mutual Funds, Certified Financial...
Education
Sotheby's Works of Art 1984 — 1986
Art History
Queen's University 1980 — 1984
BA Honors, Art History, Criticism and Conservation
Marianopolis College 1979 — 1980
Social Sciences
The Study School 1968 — 1979
MD Investment Management December 2011 - Present
TD Waterhouse October 2004 - September 2011
Franklin Templeton Investments January 2000 - 2002
Global Strategy 1999 - 2000
Talvest Fund Management 1996 - 1999
AIM Trimark Investments 1992 - 1996
Royal Trust 1988 - 1992
Skills
Investments, Portfolio Management, Investment Strategies, Retirement Planning, Wealth, Wealth Management, High Net Worth..., Investment Advisory, Retirement, Asset Allocation, Mutual Funds, Certified Financial...
Education
Sotheby's Works of Art 1984 — 1986
Art History
Queen's University 1980 — 1984
BA Honors, Art History, Criticism and Conservation
Marianopolis College 1979 — 1980
Social Sciences
The Study School 1968 — 1979