WaterStreet Family Offices
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WaterStreet Family Offices Employees
Employee
Years
Job
Industry
Joe Ye Joe Ye's WaterStreet Family Offices Experience January 2015 - Present
Job Tax Administrator at WaterStreet Family Offices
Industry Accounting
Experience
WaterStreet Family Offices January 2015 - Present
Rego Bespoke Clothiers Ltd July 2011 - July 2014
Pinnacle IP Solutions December 2010 - February 2011
Skills
Account Reconciliation, Bookkeeping, Microsoft Office, Microsoft Excel, Time Management, Financial Analysis, PowerPoint, Microsoft Word, Research, QuickBooks, Management, Accounting, Teamwork, Tax Preparation, Tax Returns, Taxprep, Bank Reconciliation, Inventory Management
Education
George Brown College 2008 — 2010
Accounting
WaterStreet Family Offices January 2015 - Present
Rego Bespoke Clothiers Ltd July 2011 - July 2014
Pinnacle IP Solutions December 2010 - February 2011
Skills
Account Reconciliation, Bookkeeping, Microsoft Office, Microsoft Excel, Time Management, Financial Analysis, PowerPoint, Microsoft Word, Research, QuickBooks, Management, Accounting, Teamwork, Tax Preparation, Tax Returns, Taxprep, Bank Reconciliation, Inventory Management
Education
George Brown College 2008 — 2010
Accounting
Audrey Robinson Audrey Robinson's WaterStreet Family Offices Experience 2008 - Present
Job Chief Investment Officer at WaterStreet Family Offices
Industry Investment Management
Experience
WaterStreet Family Offices 2008 - Present
CCL Private Capital 2005 - 2008
RBC Private Counsel 2000 - 2004
Towers Perrin 1996 - 2000
Skills
Risk Management, Asset, Alternative Investments, Asset Allocation, Investment Strategies, Investments, Wealth Management, Asset Managment, Equities, Portfolio Management, ETFs, Investment Management, Investment Advisory, Mutual Funds, Fixed Income, Endowments, Fund Of Funds, Securities, Due Diligence, Asset Management, High Net Worth..., Financial Advisory, Retirement Planning, Capital Markets
Education
University of Ottawa / Université d'Ottawa 1980 — 1982
MBA
Western University
BA, Political Science
WaterStreet Family Offices 2008 - Present
CCL Private Capital 2005 - 2008
RBC Private Counsel 2000 - 2004
Towers Perrin 1996 - 2000
Skills
Risk Management, Asset, Alternative Investments, Asset Allocation, Investment Strategies, Investments, Wealth Management, Asset Managment, Equities, Portfolio Management, ETFs, Investment Management, Investment Advisory, Mutual Funds, Fixed Income, Endowments, Fund Of Funds, Securities, Due Diligence, Asset Management, High Net Worth..., Financial Advisory, Retirement Planning, Capital Markets
Education
University of Ottawa / Université d'Ottawa 1980 — 1982
MBA
Western University
BA, Political Science
Heather McGeorge, JD, LL.M (Tax), CA, CPA (IL) Heather McGeorge, JD, LL.M (Tax), CA, CPA (IL)'s WaterStreet Family Offices Experience April 2011 - October 2013
Job McGeorge Tax and Estate Professional Corporation
Industry Financial Services
Experience
McGeorge Tax and Estate Law Professional Corporation November 2014 - Present
OBA Tax Law Section 2010 - Present
BMO Nesbitt Burns January 2014 - November 2014
Waterstreet Family Offices April 2011 - October 2013
LoPresti Law May 2009 - July 2010
Fitzsimmons & Company July 2008 - May 2009
Ernst & Young LLP October 1994 - September 2004
Skills
International Tax, Tax Law, Tax, Income Tax, Corporate Tax, Expatriate Tax, Accounting, Estate Planning, Corporate Finance, IFRS, Due Diligence, Financial Reporting, High Net Worth..., Risk Management, Trusts, Investments
Education
York University - Osgoode Hall Law School 2011 — 2013
Master of Laws (Taxation Law), Tax, A
University of Ottawa / Université d'Ottawa 2005 — 2008
Doctor of Law (J.D.), Law
Chartered Accountant 1993 — 1993
C.A., Accounting/Tax
The University of Western Ontario - Huron University College
Bachelor of Arts (BA), Economics
McGeorge Tax and Estate Law Professional Corporation November 2014 - Present
OBA Tax Law Section 2010 - Present
BMO Nesbitt Burns January 2014 - November 2014
Waterstreet Family Offices April 2011 - October 2013
LoPresti Law May 2009 - July 2010
Fitzsimmons & Company July 2008 - May 2009
Ernst & Young LLP October 1994 - September 2004
Skills
International Tax, Tax Law, Tax, Income Tax, Corporate Tax, Expatriate Tax, Accounting, Estate Planning, Corporate Finance, IFRS, Due Diligence, Financial Reporting, High Net Worth..., Risk Management, Trusts, Investments
Education
York University - Osgoode Hall Law School 2011 — 2013
Master of Laws (Taxation Law), Tax, A
University of Ottawa / Université d'Ottawa 2005 — 2008
Doctor of Law (J.D.), Law
Chartered Accountant 1993 — 1993
C.A., Accounting/Tax
The University of Western Ontario - Huron University College
Bachelor of Arts (BA), Economics
Terry Vaughan, CFA's WaterStreet Family Offices Experience September 2011 - July 2015
Job Senior Consultant at Prime Quadrant LP
Industry Financial Services
Experience
Prime Quadrant LP July 2015 - Present
Fitch Learning January 2014 - Present
CFA Society Toronto 1999 - Present
WaterStreet Family Offices September 2011 - July 2015
Morgan International August 2010 - July 2013
Hottinger Asset Management Canada Inc. August 2010 - August 2011
UBS Wealth Management February 2006 - July 2010
kids.now June 2006 - December 2008
Toron Capital Markets September 2000 - February 2006
Access Capital Corp. September 1995 - August 2000
Skills
Portfolio Management, Investment Counsel, Equities, Investments, Financial Modeling, Program Management, Investment Strategies, Asset Management, Valuation, Strategic Financial..., Risk Management, Business Planning, Project Management, Investment Management, Corporate Finance, Financial Analysis, Finance, Financial Advisory, Financial Services, Leadership, Equity Research, Wealth Management, Asset Allocation, Investment Advisory
Education
CFA Institute 1996 — 1999
CFA Charter, Investment Management
University of Toronto - Rotman School of Management 1993 — 1995
MBA, Finance, Environmental Economics
Professional Engineers Ontario
P. Eng., Professional Engineer
McMaster University 1987 — 1991
B. Eng., Civil Engineering
Beamsville District Secondary School 1982 — 1987
Prime Quadrant LP July 2015 - Present
Fitch Learning January 2014 - Present
CFA Society Toronto 1999 - Present
WaterStreet Family Offices September 2011 - July 2015
Morgan International August 2010 - July 2013
Hottinger Asset Management Canada Inc. August 2010 - August 2011
UBS Wealth Management February 2006 - July 2010
kids.now June 2006 - December 2008
Toron Capital Markets September 2000 - February 2006
Access Capital Corp. September 1995 - August 2000
Skills
Portfolio Management, Investment Counsel, Equities, Investments, Financial Modeling, Program Management, Investment Strategies, Asset Management, Valuation, Strategic Financial..., Risk Management, Business Planning, Project Management, Investment Management, Corporate Finance, Financial Analysis, Finance, Financial Advisory, Financial Services, Leadership, Equity Research, Wealth Management, Asset Allocation, Investment Advisory
Education
CFA Institute 1996 — 1999
CFA Charter, Investment Management
University of Toronto - Rotman School of Management 1993 — 1995
MBA, Finance, Environmental Economics
Professional Engineers Ontario
P. Eng., Professional Engineer
McMaster University 1987 — 1991
B. Eng., Civil Engineering
Beamsville District Secondary School 1982 — 1987
Jamie Purves's WaterStreet Family Offices Experience January 2011 - Present
Job Director Family Office Services, WaterStreet Family Offices
Industry Financial Services
Experience
WaterStreet Family Offices January 2011 - Present
Corporate Planning Associates December 2001 - December 2010
TD Evergreen September 1997 - December 2001
Skills
Strategic Financial..., Financial Advisory, Risk Management, Investment Advisory, Financial Services, Wealth, High Net Worth..., Life Insurance, Holistic Financial..., Alternative Investments, Trust and Estate, Wealth Management...
Education
Crescent School, Toronto
Queen's University
WaterStreet Family Offices January 2011 - Present
Corporate Planning Associates December 2001 - December 2010
TD Evergreen September 1997 - December 2001
Skills
Strategic Financial..., Financial Advisory, Risk Management, Investment Advisory, Financial Services, Wealth, High Net Worth..., Life Insurance, Holistic Financial..., Alternative Investments, Trust and Estate, Wealth Management...
Education
Crescent School, Toronto
Queen's University
Lori Ouellette's WaterStreet Family Offices Experience January 2014 - August 2015
Job Vice President, Private Client Group at Barometer Capital
Industry Investment Management
Experience
Barometer Capital Management Inc. August 2015 - Present
WaterStreet Family Offices January 2014 - August 2015
HSBC November 2013 - January 2014
HSBC BERMUDA January 2008 - 2013
Skills
Relationship Management, Wealth Management, Commercial Banking, Retail Banking, Financial Risk, Portfolio Management, Banking, Building Relationships, Asset Managment, Private Banking, Financial Markets, Mutual Funds
Education
University of New Brunswick
Bachelor's degree, Psychology
Barometer Capital Management Inc. August 2015 - Present
WaterStreet Family Offices January 2014 - August 2015
HSBC November 2013 - January 2014
HSBC BERMUDA January 2008 - 2013
Skills
Relationship Management, Wealth Management, Commercial Banking, Retail Banking, Financial Risk, Portfolio Management, Banking, Building Relationships, Asset Managment, Private Banking, Financial Markets, Mutual Funds
Education
University of New Brunswick
Bachelor's degree, Psychology
Cindy Radu's WaterStreet Family Offices Experience April 2011 - January 2015
Job FCA, LLM, TEP, ICD.D
Industry Financial Services
Experience
WaterStreet Family Offices April 2011 - January 2015
Cidel Trust Company January 2006 - November 2010
Skills
Estate Planning, Investments, Strategic Financial..., Mergers & Acquisitions, Tax, Wealth Management, Financial Advisory, Private Equity, Mutual Funds, Financial Planning, Wealth, Trusts, Retirement Planning, Corporate Law, Corporate Governance, Tax Law
Education
The University of British Columbia
LLM
The University of Calgary
B. Comm, LLB
WaterStreet Family Offices April 2011 - January 2015
Cidel Trust Company January 2006 - November 2010
Skills
Estate Planning, Investments, Strategic Financial..., Mergers & Acquisitions, Tax, Wealth Management, Financial Advisory, Private Equity, Mutual Funds, Financial Planning, Wealth, Trusts, Retirement Planning, Corporate Law, Corporate Governance, Tax Law
Education
The University of British Columbia
LLM
The University of Calgary
B. Comm, LLB
Piyush Bassi's WaterStreet Family Offices Experience June 2014 - Present
Job Compliance Officer at WaterStreet Family Offices
Industry Financial Services
Experience
WaterStreet Family Offices June 2014 - Present
WaterStreet Family Offices June 2013 - June 2014
WaterStreet Family Offices April 2013 - May 2013
TD Insurance Meloche Monnex May 2012 - August 2012
TD Insurance Meloche Monnex May 2011 - August 2011
Skills
Teamwork, Risk Management, Financial Services, Insurance, AML, Microsoft Excel, Microsoft Word, Microsoft Office 2007, Project Management, Customer Service, Compliance, Policies and Procedures, Anti-Money Laundering, Privacy Protection, Regulatory Compliance, Corporate Governance, AS400 system
Education
Seneca College of Applied Arts and Technology 2012 — 2013
Post Graduate Certificate - Financial Services Compliance Administration
Seneca College of Applied Arts and Technology 2008 — 2012
Bachelor of Commerce (B.Com.), Financial Services Management
WaterStreet Family Offices June 2014 - Present
WaterStreet Family Offices June 2013 - June 2014
WaterStreet Family Offices April 2013 - May 2013
TD Insurance Meloche Monnex May 2012 - August 2012
TD Insurance Meloche Monnex May 2011 - August 2011
Skills
Teamwork, Risk Management, Financial Services, Insurance, AML, Microsoft Excel, Microsoft Word, Microsoft Office 2007, Project Management, Customer Service, Compliance, Policies and Procedures, Anti-Money Laundering, Privacy Protection, Regulatory Compliance, Corporate Governance, AS400 system
Education
Seneca College of Applied Arts and Technology 2012 — 2013
Post Graduate Certificate - Financial Services Compliance Administration
Seneca College of Applied Arts and Technology 2008 — 2012
Bachelor of Commerce (B.Com.), Financial Services Management