UBS Bank (Canada)
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UBS Bank (Canada) Employees
Canadian Resources Capital Corporation (Exempt Market Dealer) January 2012 - Present
Zhongguancun Private Equity and Venture Capital Association (ZVCA) 2014 - Present
Empire Industries Ltd. July 2013 - Present
Corvus Energy Ltd. March 2013 - Present
UBS Bank (Canada) July 2009 - January 2012
CIBC Imperial Service May 2006 - July 2009
CIBC Commercial Banking September 2004 - April 2006
GE Capital April 2003 - December 2003
U.S. Department of Commerce September 2001 - December 2001
Skills
Wealth Management, Investments, Banking, Financial Analysis, Portfolio Management, Equities, Private Equity
Education
CFA Institute 2005 — 2008
CFA
Simon Fraser University 1999 — 2004
BBA.Hon, Finance, Marketing & Economics
Global Association of Risk Professionals
FRM, Risk Management
UBS Bank (Canada) February 2005 - Present
Skills
Internal Audit, Finance, Accounting, Wealth Management, Corporate Finance, Corporate Governance, Tax, Process Improvement, IFRS, Private Banking, Strategic Financial..., Financial Analysis, Cross-functional Team..., Portfolio Management, Investment Strategies, Investments
Education
Chartered Professional Accountants Ontario 2013 — 2013
CPA,CA
CFA Institute 2001 — 2004
CFA, Finance
McGill University 1999 — 2001
MBA, Management
Institute of Chartered Accountants of India 1983 — 1986
C.A., Accounting, Tax and Corporate Law
Independent Financial Concepts Group July 2013 - Present
UBS Bank (Canada) 2000 - 2007
Education
Carleton University 1986 — 1990
Bachelor's Degree
BMO Financial Group June 2015 - Present
UBS Bank (Canada) July 2012 - May 2015
UBS Bank (Canada) 2008 - 2012
UBS Bank (Canada) 2006 - 2008
UBS Bank (Canada) 2004 - 2006
Ogilvy Renault 2002 - 2004
Skills
Corporate Law, Securities Regulation, Corporate Finance, Corporate Governance, Securities, Capital Markets, Contract Negotiation, Mergers, Legal Advice, Due Diligence, Hedge Funds, Mergers & Acquisitions, Alternative Investments, Risk Management, Asset Management, Legal Compliance
Education
Dalhousie University 1996 — 2000
LLB & MBA, Banking, Corporate, Finance, and Securities Law
University of Michigan 1991 — 1995
B.A., Political Science
Lorne Park Secondary School 1987 — 1991
High School Diploma
InTune Communications February 2013 - Present
DK Consultancy April 2004 - March 2014
UBS Bank (Canada) February 1999 - February 2004
Franklin Templeton Investments May 1998 - February 1999
RBC Dominion Securities September 1996 - September 1997
Education
London School of Economics and Political Science 1996 — 1997
MSc, Management
Queen's University 1991 — 1995
B.A.H., Political Studies
Tonus Capital March 2013 - Present
Les YMCA du Québec January 2015 - Present
One Tree Planted January 2014 - Present
Just For Kids Foundation / Fondation Pour enfants seulement October 2013 - Present
RBC Dominion Securities March 2012 - March 2013
UBS Bank (Canada) March 2007 - March 2012
wealthmonitor 2006 - 2007
PrivatSea 2005 - 2006
Exclusive Resorts 2004 - 2005
SDA Bocconi School of Management September 2002 - December 2003
Skills
Luxury Goods, Financial Services, Finance, Entrepreneurship, Financial Analysis, Investments, New Business Development, Business Strategy, Equities, Mergers, Corporate Finance, Sales Management, Portfolio Management, Private Equity, Business Planning, Financial Modeling, Management, Derivatives, Trading, Asset Management, Mergers & Acquisitions, Due Diligence, Wealth Management, Strategic Financial..., Investment Strategies, Fixed Income, Investment Banking, Hedge Funds, Alternative Investments, Capital Markets, Asset Allocation, Financial Advisory
Education
CSI Global Education Inc. 2009 — 2011
CIM, Canadian Investment Manager
SDA Bocconi 2002 — 2003
MBA, Global Financial Management
Concordia University 1997 — 1998
N/A, Economics
Western University 1990 — 1994
B.A., Psychology
Lower Canada College 1983 — 1990
Secondary School Diploma
Elizabeth Ballantyne
Elementary school
Balmoral Interiors May 2004 - Present
UBS Bank (Canada) January 2001 - April 2004
Stichting Shell Pensioenfonds (NL) April 1997 - September 2000
Dresdner Bank Luxembourg S.A. March 1994 - November 1996
Skills
Securities, Trading, Relationship Management, Cash Management, Wealth Management, Emerging Markets, Business Development, Settlement, Marketing Strategy, Business Strategy, Strategic Planning, New Business Development, Project Management, Management
Education
George Brown College 2004 — 2005
Diploma, Interior Decorating
University of Hamburg, Germany 1989 — 1993
MA, Economics
Altium Wealth Architecture November 2013 - Present
UBS Bank (Canada) February 2007 - November 2013
Laurentian Bank Securities May 2000 - February 2007
MusiquePlus 1988 - 2000
Skills
Investments
Education
Concordia University 1997 — 2005
Bachelor of Commerce (B.Com.), Finance, General
Concordia University 1982 — 1985
Bachelor of Arts (B.A.), Communication and Media Studies