Wellington West
Wellington West List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wellington West. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wellington West Salaries. You can even request information on how much does Wellington West pay if you want to. Learn about salaries, pros and cons of working for Wellington West directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
33 Wellington West employees in database. Find out everything there's to know about Wellington West employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wellington West Employees
Employee
Years
Job
Industry
Jennifer Plenert Jennifer Plenert's Wellington West Experience August 2008 - December 2011
Job Compliance Supervisor, Prairie Region at National Bank Financial
Industry Financial Services
Experience
National Bank Financial March 2014 - Present
National Bank Financial 2011 - February 2014
Wellington West August 2008 - December 2011
MGI Securities 2006 - 2008
Bieber Securities Inc. 1995 - 2006
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Investment Strategies, Investments, Strategic Financial..., Securities, Portfolio Management, Asset Allocation, Financial Services, Retirement, Financial Advisory, Equities, Asset Management, Estate Planning
Education
The University of Winnipeg 2005 — 2008
BA, Psychology
National Bank Financial March 2014 - Present
National Bank Financial 2011 - February 2014
Wellington West August 2008 - December 2011
MGI Securities 2006 - 2008
Bieber Securities Inc. 1995 - 2006
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Investment Strategies, Investments, Strategic Financial..., Securities, Portfolio Management, Asset Allocation, Financial Services, Retirement, Financial Advisory, Equities, Asset Management, Estate Planning
Education
The University of Winnipeg 2005 — 2008
BA, Psychology
Judy Friesen Judy Friesen's Wellington West Experience September 2001 - December 2011
Job
Industry Financial Services
Experience
Judy Friesen Accounting Services January 2012 - Present
Wellington West September 2001 - December 2011
Skills
Strategic Financial..., Wealth Management, Mutual Funds, Financial Planners, Investment Strategies, Investment Advisory, Retirement Planning, Investments, Asset Management, Valuation, Employee Benefits, Equities, Investment Management, Portfolio Management, Insurance, Income Protection, Risk Management, Disability Insurance, Retirement, Financial Services, Banking, High Net Worth..., Estate Planning, Wealth, Financial Advisory, Asset Allocation, Bonds, Securities, Pensions, Alternative Investments, Critical Illness, Fixed Income, Small Business, Financial Planning
Education
Red River College
Diploma, Business Administration
Judy Friesen Accounting Services January 2012 - Present
Wellington West September 2001 - December 2011
Skills
Strategic Financial..., Wealth Management, Mutual Funds, Financial Planners, Investment Strategies, Investment Advisory, Retirement Planning, Investments, Asset Management, Valuation, Employee Benefits, Equities, Investment Management, Portfolio Management, Insurance, Income Protection, Risk Management, Disability Insurance, Retirement, Financial Services, Banking, High Net Worth..., Estate Planning, Wealth, Financial Advisory, Asset Allocation, Bonds, Securities, Pensions, Alternative Investments, Critical Illness, Fixed Income, Small Business, Financial Planning
Education
Red River College
Diploma, Business Administration
John Rothwell John Rothwell's Wellington West Experience 2003 - 2008
Job Senior Manager, Vice President, National Business Development
Industry Financial Services
Experience
National Bank Financial 2014 - Present
Canaccord Genuity Inc. 2008 - 2014
Wellington West 2003 - 2008
Fidelity Investments 1998 - 2003
Mackenzie Investments 1995 - 1998
Midland Walwyn Capital 1977 - 1995
Skills
Investment Banking, Equities, Capital Markets, Wealth Management, Fixed Income, Investments, Hedge Funds, Valuation, Bloomberg, Alternative Investments, Portfolio Management, Financial Markets, Asset Management, Corporate Finance, Equity Research
Education
University of Waterloo 1973 — 1977
Bachelor's Degree, Social Sciences
Harvard Business School 2003 — 2003
Strategic Leadership Diploma
University of Pennsylvania - The Wharton School 2000 — 2002
SIA Diploma
McGill University 2001 — 2001
Finance Diploma
National Bank Financial 2014 - Present
Canaccord Genuity Inc. 2008 - 2014
Wellington West 2003 - 2008
Fidelity Investments 1998 - 2003
Mackenzie Investments 1995 - 1998
Midland Walwyn Capital 1977 - 1995
Skills
Investment Banking, Equities, Capital Markets, Wealth Management, Fixed Income, Investments, Hedge Funds, Valuation, Bloomberg, Alternative Investments, Portfolio Management, Financial Markets, Asset Management, Corporate Finance, Equity Research
Education
University of Waterloo 1973 — 1977
Bachelor's Degree, Social Sciences
Harvard Business School 2003 — 2003
Strategic Leadership Diploma
University of Pennsylvania - The Wharton School 2000 — 2002
SIA Diploma
McGill University 2001 — 2001
Finance Diploma
Darren Caseley Darren Caseley's Wellington West Experience February 2003 - November 2011
Job Investment Advisor, National Bank Financial
Industry Financial Services
Experience
National Bank Financial November 2011 - Present
Wellington West February 2003 - November 2011
TD Waterhouse, The Bluteau DeVenney Group September 2000 - January 2003
Royal Bank / Royal Trust 1992 - 2000
Education
Canadian Securities Institute 2007 — 2007
PFPC, Financial Planning
Canadian Securities Institute 1998 — 1998
CSC
Saint Mary's University 1991 — 1995
B.Comm, Commerce
National Bank Financial November 2011 - Present
Wellington West February 2003 - November 2011
TD Waterhouse, The Bluteau DeVenney Group September 2000 - January 2003
Royal Bank / Royal Trust 1992 - 2000
Education
Canadian Securities Institute 2007 — 2007
PFPC, Financial Planning
Canadian Securities Institute 1998 — 1998
CSC
Saint Mary's University 1991 — 1995
B.Comm, Commerce
Matt Younger, CPA, CA, MPAcc Matt Younger, CPA, CA, MPAcc's Wellington West Experience January 2010 - August 2010
Job Senior Associate at KPMG Corporate Finance Inc.
Industry Financial Services
Experience
KPMG Corporate Finance Inc. August 2015 - Present
KPMG LLP May 2011 - July 2015
University of Manitoba January 2010 - April 2012
Wellington West January 2010 - August 2010
Independent Contract Badminton Coaching July 2008 - September 2009
Manitoba Hydro April 2009 - August 2009
Manitoba Badminton Association 2005 - 2008
Skills
Variance Analysis, Auditing, Budget Analysis, Public Speaking, Process Improvement, Web Design, Financial Analysis, Financial Reporting, Microsoft Excel, Budgets, Accounting, Microsoft Word, Team Management, IFRS, Forecasting, Analysis, Leadership, Internal Controls, Teamwork, GAAP, Microsoft Office, Financial Modeling, Corporate Tax, Management, System Administration, Financial Accounting, Corporate Finance, Team Leadership, Sales, Access, Bookkeeping, PowerPoint, Accounts Receivable, Customer Service, General Ledger, Human Resources, Data Analysis, Training, Marketing, Tax, Internal Audit, QuickBooks, Mergers & Acquisitions, Assurance, Risk Management, Strategic Financial..., Payroll, Accounts Payable, Time Management, Financial Statements
Education
CA School of Business 2012 — 2014
Chartered Accountant (CA), Accounting
University of Saskatchewan 2013 — 2014
Master of Professional Accounting (MPAcc), Accounting
University of Manitoba 2007 — 2012
Bachelor of Commerce (Honours) Co-op, Distinction, Major: Accounting
KPMG Corporate Finance Inc. August 2015 - Present
KPMG LLP May 2011 - July 2015
University of Manitoba January 2010 - April 2012
Wellington West January 2010 - August 2010
Independent Contract Badminton Coaching July 2008 - September 2009
Manitoba Hydro April 2009 - August 2009
Manitoba Badminton Association 2005 - 2008
Skills
Variance Analysis, Auditing, Budget Analysis, Public Speaking, Process Improvement, Web Design, Financial Analysis, Financial Reporting, Microsoft Excel, Budgets, Accounting, Microsoft Word, Team Management, IFRS, Forecasting, Analysis, Leadership, Internal Controls, Teamwork, GAAP, Microsoft Office, Financial Modeling, Corporate Tax, Management, System Administration, Financial Accounting, Corporate Finance, Team Leadership, Sales, Access, Bookkeeping, PowerPoint, Accounts Receivable, Customer Service, General Ledger, Human Resources, Data Analysis, Training, Marketing, Tax, Internal Audit, QuickBooks, Mergers & Acquisitions, Assurance, Risk Management, Strategic Financial..., Payroll, Accounts Payable, Time Management, Financial Statements
Education
CA School of Business 2012 — 2014
Chartered Accountant (CA), Accounting
University of Saskatchewan 2013 — 2014
Master of Professional Accounting (MPAcc), Accounting
University of Manitoba 2007 — 2012
Bachelor of Commerce (Honours) Co-op, Distinction, Major: Accounting
Grant White's Wellington West Experience October 2008 - April 2012
Job Investment Advisor CIM, B. Comm. (hons) CGW Family Wealth Management Group
Industry Financial Services
Experience
National Bank Financial April 2012 - Present
St. Paul's High School Alumni Association Board July 2014 - Present
Manitoba Club 2014 - Present
St. Paul's High School 2009 - November 2013
Wellington West October 2008 - April 2012
BMO Nesbitt Burns March 2008 - October 2008
Airsource Rogers Wireless January 2003 - March 2006
Skills
Financial Planning, Insurance Planning, Investment Strategies, Portfolio Management, Retirement Planning, Disability Insurance, Financial Analysis, Wealth Management, Estate Planning, Mutual Funds, Mortgage Lending, stocks, Exchange Traded Funds, Bonds, Hedge Funds, Alternative Investments, Individual Pension Plans, Tax Efficiency, Life Insurance, Critical illness..., Employee Benefits, Strategic Financial..., Financial Advisory, Investment Advisory
Education
University of Manitoba 2003 — 2008
Bachelor of Commerce (hons.), Finance and Financial Management Services
St. Paul's High School 1998 — 2002
High School Diploma, Sciences, Language Arts, Calculus, Silver Medal Award - Class Honors
National Bank Financial April 2012 - Present
St. Paul's High School Alumni Association Board July 2014 - Present
Manitoba Club 2014 - Present
St. Paul's High School 2009 - November 2013
Wellington West October 2008 - April 2012
BMO Nesbitt Burns March 2008 - October 2008
Airsource Rogers Wireless January 2003 - March 2006
Skills
Financial Planning, Insurance Planning, Investment Strategies, Portfolio Management, Retirement Planning, Disability Insurance, Financial Analysis, Wealth Management, Estate Planning, Mutual Funds, Mortgage Lending, stocks, Exchange Traded Funds, Bonds, Hedge Funds, Alternative Investments, Individual Pension Plans, Tax Efficiency, Life Insurance, Critical illness..., Employee Benefits, Strategic Financial..., Financial Advisory, Investment Advisory
Education
University of Manitoba 2003 — 2008
Bachelor of Commerce (hons.), Finance and Financial Management Services
St. Paul's High School 1998 — 2002
High School Diploma, Sciences, Language Arts, Calculus, Silver Medal Award - Class Honors
Carly Edmundson (Thompson) Carly Edmundson (Thompson)'s Wellington West Experience March 2011 - July 2012
Job Manager, Investment Promotion & Partner Marketing at CentrePort
Industry Marketing and Advertising
Experience
CentrePort Canada May 2013 - Present
LouLou Weddings March 2011 - Present
The Knowledge Bureau July 2012 - April 2013
Wellington West March 2011 - July 2012
E.H Price/Anvil Digital July 2009 - March 2011
Winnipeg Airports Authority May 2006 - July 2009
Manitoba Youth Volunteer Opportunities (MYVOP) November 2006 - February 2007
Rice Financial June 2005 - June 2006
All Charities February 2006 - May 2006
Skills
Marketing Communications, Social Media, Events, Event Planning, Event Management, Corporate Branding, Brand Management, Online Advertising, Account Management, Management, Social Media Marketing, Budgets, Public Speaking, Advertising, Marketing, Brand Development, Digital Marketing, Leadership, Marketing Strategy, Strategic Planning, Market Research, Newsletters, Strategy
Education
The University of Winnipeg 2003 — 2008
BA
Red River College 2004 — 2006
CreComm, Creative Communications
CentrePort Canada May 2013 - Present
LouLou Weddings March 2011 - Present
The Knowledge Bureau July 2012 - April 2013
Wellington West March 2011 - July 2012
E.H Price/Anvil Digital July 2009 - March 2011
Winnipeg Airports Authority May 2006 - July 2009
Manitoba Youth Volunteer Opportunities (MYVOP) November 2006 - February 2007
Rice Financial June 2005 - June 2006
All Charities February 2006 - May 2006
Skills
Marketing Communications, Social Media, Events, Event Planning, Event Management, Corporate Branding, Brand Management, Online Advertising, Account Management, Management, Social Media Marketing, Budgets, Public Speaking, Advertising, Marketing, Brand Development, Digital Marketing, Leadership, Marketing Strategy, Strategic Planning, Market Research, Newsletters, Strategy
Education
The University of Winnipeg 2003 — 2008
BA
Red River College 2004 — 2006
CreComm, Creative Communications
Michael Silicz Michael Silicz's Wellington West Experience June 1998 - August 2007
Job Investment Advisor at National Bank Financial
Industry Financial Services
Experience
National Bank Financial August 2014 - Present
Michael Silicz Barrister and Solicitor December 2010 - August 2014
Government of Manitoba April 2012 - July 2014
Government of Manitoba, Consumer Protection Office November 2010 - April 2012
Monk Goodwin LLP June 2009 - June 2010
The Manitoban May 2006 - April 2009
Wellington West June 1998 - August 2007
Skills
Wealth Management, Intergenerational..., Investments, Estate Planning, Socially Responsible..., Impact Investing, SRI, Philanthropy, Tax Planning, Financial Planning, Inheritance Tax Planning, Public Policy, Legislation, Legal Research
Education
University of Manitoba 2011 — 2013
Master of Public Administration (M.P.Adm.), Business-Government Relations
University of Manitoba 2006 — 2009
Bachelor of Laws (LL.B.), Law
University of Manitoba 2005 — 2007
Master of Arts (M.A.), Political Science
University of Manitoba 2002 — 2005
Bachelor of Arts Honours (B.A. (Hons.)), History and Political Science, First Class Honours
St. Paul's High School 1998 — 2002
National Bank Financial August 2014 - Present
Michael Silicz Barrister and Solicitor December 2010 - August 2014
Government of Manitoba April 2012 - July 2014
Government of Manitoba, Consumer Protection Office November 2010 - April 2012
Monk Goodwin LLP June 2009 - June 2010
The Manitoban May 2006 - April 2009
Wellington West June 1998 - August 2007
Skills
Wealth Management, Intergenerational..., Investments, Estate Planning, Socially Responsible..., Impact Investing, SRI, Philanthropy, Tax Planning, Financial Planning, Inheritance Tax Planning, Public Policy, Legislation, Legal Research
Education
University of Manitoba 2011 — 2013
Master of Public Administration (M.P.Adm.), Business-Government Relations
University of Manitoba 2006 — 2009
Bachelor of Laws (LL.B.), Law
University of Manitoba 2005 — 2007
Master of Arts (M.A.), Political Science
University of Manitoba 2002 — 2005
Bachelor of Arts Honours (B.A. (Hons.)), History and Political Science, First Class Honours
St. Paul's High School 1998 — 2002
Alexandre Roy Alexandre Roy's Wellington West Experience June 2009 - July 2011
Job Conseiller en placement, VicePrésident Financière Banque Nationale
Industry Financial Services
Experience
National Bank Financial July 2011 - Present
Wellington West June 2009 - July 2011
Peak Financial Services September 2005 - June 2009
Skills
orienté service client, gestion de portefeuille, efficience, Stratégie..., Fonds mutuel
Education
Baccalaureat, Administration des affaires
National Bank Financial July 2011 - Present
Wellington West June 2009 - July 2011
Peak Financial Services September 2005 - June 2009
Skills
orienté service client, gestion de portefeuille, efficience, Stratégie..., Fonds mutuel
Education
Baccalaureat, Administration des affaires
Shaunessy Hamilton Shaunessy Hamilton's Wellington West Experience June 2008 - November 2010
Job Accountant at Federal Government of Canada
Industry Legal Services
Experience
Federal Government of Canada 2011 - Present
Stewart McKelvey 2010 - 2011
Wellington West June 2008 - November 2010
Skills
Accounting, Analysis, Auditing, Budgets, Financial Analysis, Microsoft Excel, Strategic Financial...
Education
Saint Mary's University 2011 — 2013
MBA-CMA, Masters Accounting
Mount Saint Vincent University 2007 — 2010
BBA, Accounting
Federal Government of Canada 2011 - Present
Stewart McKelvey 2010 - 2011
Wellington West June 2008 - November 2010
Skills
Accounting, Analysis, Auditing, Budgets, Financial Analysis, Microsoft Excel, Strategic Financial...
Education
Saint Mary's University 2011 — 2013
MBA-CMA, Masters Accounting
Mount Saint Vincent University 2007 — 2010
BBA, Accounting
Craig Spence CPA, CMA Craig Spence CPA, CMA's Wellington West Experience September 2008 - May 2011
Job Senior Surety Underwriter at Intact Financial Corporation
Industry Insurance
Experience
Intact Financial Corporation May 2011 - Present
Vancouver Regional Construction Association January 2012 - January 2014
Wellington West September 2008 - May 2011
RBC March 2005 - September 2008
Skills
Underwriting, Financial Analysis, Investment Advisory, Bonds, Surety Bonds, Surety, Risk Management, Credit Analysis, Financial Risk, Portfolio Management, Credit, Analysis, Financial Modeling, Finance, Budgets, Management, Business Development
Education
Certified Management Accountant 2012 — 2015
CPA, CMA, Accounting and Business/Management
Chartered Financial Analyst
CFA (in process) - Level 2 candidate, Financial Analysis
Trinity Western University 2000 — 2004
Bachelor of Arts, Finance
Intact Financial Corporation May 2011 - Present
Vancouver Regional Construction Association January 2012 - January 2014
Wellington West September 2008 - May 2011
RBC March 2005 - September 2008
Skills
Underwriting, Financial Analysis, Investment Advisory, Bonds, Surety Bonds, Surety, Risk Management, Credit Analysis, Financial Risk, Portfolio Management, Credit, Analysis, Financial Modeling, Finance, Budgets, Management, Business Development
Education
Certified Management Accountant 2012 — 2015
CPA, CMA, Accounting and Business/Management
Chartered Financial Analyst
CFA (in process) - Level 2 candidate, Financial Analysis
Trinity Western University 2000 — 2004
Bachelor of Arts, Finance
Benjamin Thibault's Wellington West Experience May 2009 - September 2011
Job Conseiller en placement chez Industrielle Alliance Valeurs Mobilières
Industry Investment Management
Experience
Industrielle Alliance Valeurs Mobilières August 2015 - Present
Canaccord Genuity Inc. September 2011 - January 2015
Wellington West May 2009 - September 2011
Trust Banque Nationale November 2008 - May 2009
SFL partenaire de Desjardins Sécurité financiere March 2007 - June 2008
Skills
Investments, Financial Analysis, Capital Markets, Equities, Valuation, Corporate Finance, Fixed Income, Portfolio Management, Strategic Financial..., Mutual Funds, Equity Research, Bonds, Wealth Management, Private Equity, Analyse financière
Education
2009 — 2010
Certificat, Planification Financière
2004 — 2009
B.A.A., Finances
Industrielle Alliance Valeurs Mobilières August 2015 - Present
Canaccord Genuity Inc. September 2011 - January 2015
Wellington West May 2009 - September 2011
Trust Banque Nationale November 2008 - May 2009
SFL partenaire de Desjardins Sécurité financiere March 2007 - June 2008
Skills
Investments, Financial Analysis, Capital Markets, Equities, Valuation, Corporate Finance, Fixed Income, Portfolio Management, Strategic Financial..., Mutual Funds, Equity Research, Bonds, Wealth Management, Private Equity, Analyse financière
Education
2009 — 2010
Certificat, Planification Financière
2004 — 2009
B.A.A., Finances
Keith Drybrough Keith Drybrough's Wellington West Experience February 2007 - August 2011
Job Investment Advisor
Industry Financial Services
Experience
BMO Nesbitt Burns September 2011 - Present
Wellington West February 2007 - August 2011
ScotiaMcLeod May 1996 - February 2007
AT&T Capital Inc. February 1994 - April 1996
National Leasing February 1988 - January 1994
Skills
Finance, Wealth Management, Investment Strategies, Investment Management, Investments, Portfolio Management, Financial Markets, Risk Management, Insurance, Asset Allocation, Investment Banking, Investment Advisory, Financial Services, Retirement Planning, Retirement
Education
University of Manitoba 1982 — 1987
B.A. Econ., B. Comm. (Honours), Economics/ Marketing
BMO Nesbitt Burns September 2011 - Present
Wellington West February 2007 - August 2011
ScotiaMcLeod May 1996 - February 2007
AT&T Capital Inc. February 1994 - April 1996
National Leasing February 1988 - January 1994
Skills
Finance, Wealth Management, Investment Strategies, Investment Management, Investments, Portfolio Management, Financial Markets, Risk Management, Insurance, Asset Allocation, Investment Banking, Investment Advisory, Financial Services, Retirement Planning, Retirement
Education
University of Manitoba 1982 — 1987
B.A. Econ., B. Comm. (Honours), Economics/ Marketing
Laura J. McDonald Laura J. McDonald's Wellington West Experience 2009 - 2011
Job Senior Sales Consultant Wealth, Manitoba & Saskatchewan at RBC Insurance
Industry Online Media
Experience
RBC Insurance February 2015 - Present
GoldenGirlFinance.com January 2009 - Present
Wellington West 2009 - 2011
Various Companies 2008 - 2011
Skills
Writing, Marketing Communications, Brand Development, Business Development, Marketing, Entrepreneurship, Entrepreneur, Social Media
Education
University of Manitoba 1998 — 2001
BA
RBC Insurance February 2015 - Present
GoldenGirlFinance.com January 2009 - Present
Wellington West 2009 - 2011
Various Companies 2008 - 2011
Skills
Writing, Marketing Communications, Brand Development, Business Development, Marketing, Entrepreneurship, Entrepreneur, Social Media
Education
University of Manitoba 1998 — 2001
BA
Kelly Roberts's Wellington West Experience February 2005 - November 2011
Job Senior VicePresident/Portfolio Manager, Roberts Nash Advisory Group at National Bank Financial
Industry Financial Services
Experience
National Bank Financial Wealth Management November 2011 - Present
London Health Sciences Foundation 2010 - Present
Wellington West February 2005 - November 2011
CIBC Wood Gundy June 2001 - February 2005
Merrill Lynch July 1999 - June 2001
Midland Walwyn January 1998 - June 1999
Midland Doherty 1994 - 1998
Midland Doherty 1987 - 1994
Midland Doherty 1981 - 1987
Midland Doherty 1979 - 1981
Skills
Wealth Management, Entrepreneurship, Investment Strategies, Investment Advisory, Financial Advisory, Asset Management, Asset Allocation, Wealth, Mutual Funds, Alternative Investments, Bonds, Securities, Asset Managment, Wealth Management..., Retirement Planning, Portfolio Management, Investments
Education
Indiana University Bloomington 1972 — 1975
Bachelor of Science in Business, Finance
Nelson High School
National Bank Financial Wealth Management November 2011 - Present
London Health Sciences Foundation 2010 - Present
Wellington West February 2005 - November 2011
CIBC Wood Gundy June 2001 - February 2005
Merrill Lynch July 1999 - June 2001
Midland Walwyn January 1998 - June 1999
Midland Doherty 1994 - 1998
Midland Doherty 1987 - 1994
Midland Doherty 1981 - 1987
Midland Doherty 1979 - 1981
Skills
Wealth Management, Entrepreneurship, Investment Strategies, Investment Advisory, Financial Advisory, Asset Management, Asset Allocation, Wealth, Mutual Funds, Alternative Investments, Bonds, Securities, Asset Managment, Wealth Management..., Retirement Planning, Portfolio Management, Investments
Education
Indiana University Bloomington 1972 — 1975
Bachelor of Science in Business, Finance
Nelson High School
Neil Ashby Neil Ashby's Wellington West Experience May 2010 - August 2010
Job Associate, Trader, Collateral Management & Funding
Industry Capital Markets
Experience
Scotiabank Global Banking and Markets May 2014 - Present
Scotiabank June 2012 - April 2014
Siemens Energy August 2010 - August 2011
Wellington West May 2010 - August 2010
Ministry of the Attorney General May 2008 - August 2009
Skills
Financial Analysis, Teamwork, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Data Analysis, Finance, Customer Service, Leadership, Team Leadership
Education
McMaster University 2007 — 2012
Honours B. Comm
Lawrence Park Collegiate Institute 2003 — 2007
Scotiabank Global Banking and Markets May 2014 - Present
Scotiabank June 2012 - April 2014
Siemens Energy August 2010 - August 2011
Wellington West May 2010 - August 2010
Ministry of the Attorney General May 2008 - August 2009
Skills
Financial Analysis, Teamwork, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Data Analysis, Finance, Customer Service, Leadership, Team Leadership
Education
McMaster University 2007 — 2012
Honours B. Comm
Lawrence Park Collegiate Institute 2003 — 2007
Anna-Marie Lyons Anna-Marie Lyons's Wellington West Experience February 2005 - May 2010
Job Financial Planning Consultant
Industry Financial Services
Experience
RBC Wealth Management May 2011 - Present
Wellington West February 2005 - May 2010
Wellington West Capital 2005 - May 2010
CIBC Wood Gundy December 2001 - February 2005
Merrill Lynch Canada Inc June 1998 - December 2001
Midland Walwyn Capital Inc November 1991 - June 1998
Skills
Estate Planning
Education
Ivey Business School at Western University 1989 — 1991
MBA
University of Ottawa 1974 — 1979
BA, French
RBC Wealth Management May 2011 - Present
Wellington West February 2005 - May 2010
Wellington West Capital 2005 - May 2010
CIBC Wood Gundy December 2001 - February 2005
Merrill Lynch Canada Inc June 1998 - December 2001
Midland Walwyn Capital Inc November 1991 - June 1998
Skills
Estate Planning
Education
Ivey Business School at Western University 1989 — 1991
MBA
University of Ottawa 1974 — 1979
BA, French
Orelund Montgomery Orelund Montgomery's Wellington West Experience August 2008 - January 2012
Job Private Wealth Analyst at Pavilion Financial Corporation
Industry Financial Services
Experience
Pavilion Financial Corporation April 2014 - Present
National Bank Financial December 2011 - April 2014
Wellington West August 2008 - January 2012
Wellington West Asset Management Inc. February 2007 - July 2008
Assante Wealth Management September 2005 - March 2006
Assante Wealth Management August 2000 - September 2005
Skills
Excel, Microsoft Office, PowerPoint, Microsoft Excel, Mutual Funds, Wealth Management, Financial Services, Portfolio Management, Banking, Project Management, Asset Management, Investment Strategies, Investments, Securities, Equities, Bonds, Investment Advisory
Education
Canadian Securities Course 2011 — 2012
Currently enrolled in CSC
The University of Winnipeg 1990 — 1995
BA, Psychology, Biology, physiological psych.
St. James Collegiate High School 1986 — 1989
Pavilion Financial Corporation April 2014 - Present
National Bank Financial December 2011 - April 2014
Wellington West August 2008 - January 2012
Wellington West Asset Management Inc. February 2007 - July 2008
Assante Wealth Management September 2005 - March 2006
Assante Wealth Management August 2000 - September 2005
Skills
Excel, Microsoft Office, PowerPoint, Microsoft Excel, Mutual Funds, Wealth Management, Financial Services, Portfolio Management, Banking, Project Management, Asset Management, Investment Strategies, Investments, Securities, Equities, Bonds, Investment Advisory
Education
Canadian Securities Course 2011 — 2012
Currently enrolled in CSC
The University of Winnipeg 1990 — 1995
BA, Psychology, Biology, physiological psych.
St. James Collegiate High School 1986 — 1989
Pam Reid Pam Reid's Wellington West Experience October 2009 - March 2011
Job Branch Administrator at National Bank Financial
Industry Financial Services
Experience
National Bank Financial March 2011 - Present
Wellington West October 2009 - March 2011
Wellington West Capital Inc 1997 - October 2009
Scotia McLeod /DJT 1985 - 1997
Education
University of Manitoba
National Bank Financial March 2011 - Present
Wellington West October 2009 - March 2011
Wellington West Capital Inc 1997 - October 2009
Scotia McLeod /DJT 1985 - 1997
Education
University of Manitoba
Kathryn Dallimore Kathryn Dallimore's Wellington West Experience September 2007 - Present
Job BUSINESS DEVELOPMENT MANAGER at Wellington West
Industry Financial Services
Experience
Wellington West September 2007 - Present
Education
Quinnipiac University - School of Business
MBA
Wellington West September 2007 - Present
Education
Quinnipiac University - School of Business
MBA
Emily Foster Emily Foster's Wellington West Experience July 2007 - April 2011
Job Business Development Manager at RBC Global Asset Management (RBC, Phillips, Hager & North and BlueBay Funds)
Industry Financial Services
Experience
RBC Global Asset Management June 2012 - Present
RBC Global Asset Management April 2011 - June 2012
Wellington West July 2007 - April 2011
Investors Group 2007 - 2008
Skills
Investment Advisory, Wealth Management, Mutual Funds, Investments, Investment Strategies, ETFs, Business Development, Asset Allocation, Portfolio Management, Asset Management, Investment Management, Securities, Retirement Planning, Financial Advisory, Alternative Investments
Education
University of Northern British Columbia 2001 — 2007
B. Comm., International Business
RBC Global Asset Management June 2012 - Present
RBC Global Asset Management April 2011 - June 2012
Wellington West July 2007 - April 2011
Investors Group 2007 - 2008
Skills
Investment Advisory, Wealth Management, Mutual Funds, Investments, Investment Strategies, ETFs, Business Development, Asset Allocation, Portfolio Management, Asset Management, Investment Management, Securities, Retirement Planning, Financial Advisory, Alternative Investments
Education
University of Northern British Columbia 2001 — 2007
B. Comm., International Business
Mara (Weinberg) Ostrove, MBA's Wellington West Experience June 2010 - December 2010
Job Business Data Analyst at National Funding
Industry Financial Services
Experience
National Funding May 2015 - Present
CBS Local Digital Media July 2014 - April 2015
Eventful January 2012 - July 2014
Wellington West June 2010 - December 2010
Winnipeg Goldeyes Baseball Club May 2008 - August 2008
B'nai Brith Camp June 2005 - June 2007
Skills
Microsoft Office, Microsoft Excel, Leadership, Digital Media, Financial Analysis, Google Analytics, Data Analysis, Public Speaking, Microsoft SQL Server, Tableau, Time Management, Double-Click, Sales
Education
San Diego State University-California State University 2011 — 2012
MBA, Sports Management
University of Manitoba 2006 — 2010
Bachelor of Commerce (Honors), Finance, International Business
National Funding May 2015 - Present
CBS Local Digital Media July 2014 - April 2015
Eventful January 2012 - July 2014
Wellington West June 2010 - December 2010
Winnipeg Goldeyes Baseball Club May 2008 - August 2008
B'nai Brith Camp June 2005 - June 2007
Skills
Microsoft Office, Microsoft Excel, Leadership, Digital Media, Financial Analysis, Google Analytics, Data Analysis, Public Speaking, Microsoft SQL Server, Tableau, Time Management, Double-Click, Sales
Education
San Diego State University-California State University 2011 — 2012
MBA, Sports Management
University of Manitoba 2006 — 2010
Bachelor of Commerce (Honors), Finance, International Business
Marcia Baryluk Marcia Baryluk's Wellington West Experience 1993 - 1997
Job Grain Industry Professional
Industry Logistics and Supply Chain
Experience
Cargill November 2013 - October 2014
Mission Terminal Inc. 2008 - October 2013
Agricore United 2001 - 2007
XCAN Grain 2000 - 2001
XCAN Grain 1999 - 2000
PCTS Inc. 1998 - 1999
Wellington West 1993 - 1997
Skills
Commodity, Grain, Merchandising, Logistics, Strategy, Commodity Risk..., Risk Management, Trading, Options, Commodity Markets, Market Analysis, Supply Chain, Agribusiness, Marketing, Business Planning, Agriculture, Pricing
Education
University of Manitoba 1981 — 1985
BA
Cargill November 2013 - October 2014
Mission Terminal Inc. 2008 - October 2013
Agricore United 2001 - 2007
XCAN Grain 2000 - 2001
XCAN Grain 1999 - 2000
PCTS Inc. 1998 - 1999
Wellington West 1993 - 1997
Skills
Commodity, Grain, Merchandising, Logistics, Strategy, Commodity Risk..., Risk Management, Trading, Options, Commodity Markets, Market Analysis, Supply Chain, Agribusiness, Marketing, Business Planning, Agriculture, Pricing
Education
University of Manitoba 1981 — 1985
BA
Devan Graham, CHRP Devan Graham, CHRP's Wellington West Experience January 2010 - August 2011
Job Partner at Acuity HR Solutions Inc
Industry Human Resources
Experience
Acuity HR Solutions Inc December 2014 - Present
Acuity HR Solutions September 2012 - December 2014
CG Power Systems Canada Inc October 2011 - August 2012
Wellington West January 2010 - August 2011
The North West Company May 2009 - August 2009
Skills
Recruitment/Retention, Performance Management, Interviewing, Compensation, Project Management, Employee Benefits, Employee Engagement, Policy Writing, Interviews, Deferred Compensation, Employee Relations, Training, Personnel Management, Human Resources, Recruiting, Succession Planning, Benefits Administration, Leadership, Employment Law, Management, Policy, Job Analysis, Temporary Placement, Talent Management, Onboarding, New Hire Orientations, HR Policies, Labor Relations, Workforce Planning, Talent Acquisition, Organizational..., Compensation & Benefit, Job Descriptions, Compensation & Benefits
Education
University of Manitoba
B.Comm
Red River College 2014 — 2017
Acuity HR Solutions Inc December 2014 - Present
Acuity HR Solutions September 2012 - December 2014
CG Power Systems Canada Inc October 2011 - August 2012
Wellington West January 2010 - August 2011
The North West Company May 2009 - August 2009
Skills
Recruitment/Retention, Performance Management, Interviewing, Compensation, Project Management, Employee Benefits, Employee Engagement, Policy Writing, Interviews, Deferred Compensation, Employee Relations, Training, Personnel Management, Human Resources, Recruiting, Succession Planning, Benefits Administration, Leadership, Employment Law, Management, Policy, Job Analysis, Temporary Placement, Talent Management, Onboarding, New Hire Orientations, HR Policies, Labor Relations, Workforce Planning, Talent Acquisition, Organizational..., Compensation & Benefit, Job Descriptions, Compensation & Benefits
Education
University of Manitoba
B.Comm
Red River College 2014 — 2017
Marco Zaino, MBA, FCSI Marco Zaino, MBA, FCSI's Wellington West Experience September 2009 - November 2011
Job Vice President Portfolio Manager and Branch Manager at Dundee Goodman Private Wealth
Industry Financial Services
Experience
Dundee Goodman Private Wealth September 2013 - Present
Cappino Physiotherapy and Wellness Center March 2011 - Present
National Bank Financial November 2011 - September 2013
Wellington West September 2009 - November 2011
PhysioSport Cappadocia January 2008 - February 2011
Laurentian Bank Securities November 2005 - November 2009
iForum Securities October 2001 - October 2005
Skills
Succession Planning, Investments, Strategic Financial..., Wealth Management, Insurance
Education
Canadian Securities Institute 2011 — 2011
Fellow of the Canadian Securities Institute (FCSI), Wealth Management
Queen's University 2009 — 2010
MBA, Strategy
CFA Institute 2006 — 2010
Candidate for the CFA designation, Finance
Canadian Securities Institute 2008 — 2009
Certified Investment Manager (CIM), Portfolio Management
Concordia University 1998 — 2001
BCOMM, Finance
West Island College 1992 — 1996
Dundee Goodman Private Wealth September 2013 - Present
Cappino Physiotherapy and Wellness Center March 2011 - Present
National Bank Financial November 2011 - September 2013
Wellington West September 2009 - November 2011
PhysioSport Cappadocia January 2008 - February 2011
Laurentian Bank Securities November 2005 - November 2009
iForum Securities October 2001 - October 2005
Skills
Succession Planning, Investments, Strategic Financial..., Wealth Management, Insurance
Education
Canadian Securities Institute 2011 — 2011
Fellow of the Canadian Securities Institute (FCSI), Wealth Management
Queen's University 2009 — 2010
MBA, Strategy
CFA Institute 2006 — 2010
Candidate for the CFA designation, Finance
Canadian Securities Institute 2008 — 2009
Certified Investment Manager (CIM), Portfolio Management
Concordia University 1998 — 2001
BCOMM, Finance
West Island College 1992 — 1996
Brandon Davies's Wellington West Experience December 2006 - May 2007
Job Operations at Winnwell Hockey
Industry Sporting Goods
Experience
Winnwell Clean Hockey Inc April 2008 - Present
Diesel Management Inc May 2007 - Present
Wellington West December 2006 - May 2007
Education
Wilfrid Laurier University 2002 — 2006
BBA, Business
Aalborg Handelsskole 2005 — 2006
Masters, International Business
Aarhus Universitet 2005 — 2006
Business
Winnwell Clean Hockey Inc April 2008 - Present
Diesel Management Inc May 2007 - Present
Wellington West December 2006 - May 2007
Education
Wilfrid Laurier University 2002 — 2006
BBA, Business
Aalborg Handelsskole 2005 — 2006
Masters, International Business
Aarhus Universitet 2005 — 2006
Business
Jamie Abbott, CA's Wellington West Experience March 2008 - September 2012
Job Director, Finance at Pavilion Advisory Group Ltd.
Industry Financial Services
Experience
Pavilion Advisory Group Ltd. January 2014 - Present
Pavilion Advisory Group Ltd. October 2012 - Present
Wellington West March 2008 - September 2012
KPMG January 2000 - February 2008
Skills
Internal Controls, Financial Reporting, IFRS, Accounting, Financial Analysis, Canadian GAAP, Tax, Auditing, Financial Accounting, Strategic Financial..., SEC filings
Education
University of Manitoba 1994 — 1999
Commerce, Accounting
Pavilion Advisory Group Ltd. January 2014 - Present
Pavilion Advisory Group Ltd. October 2012 - Present
Wellington West March 2008 - September 2012
KPMG January 2000 - February 2008
Skills
Internal Controls, Financial Reporting, IFRS, Accounting, Financial Analysis, Canadian GAAP, Tax, Auditing, Financial Accounting, Strategic Financial..., SEC filings
Education
University of Manitoba 1994 — 1999
Commerce, Accounting
Brad Lutz, CHRP's Wellington West Experience May 2009 - April 2012
Job President, Acuity HR Solutions
Industry Human Resources
Experience
Acuity HR Solutions May 2012 - Present
Winnipeg Harvest November 2011 - Present
Wellington West May 2009 - April 2012
Kitchen Craft November 1998 - May 2009
Great-West Life January 1997 - October 1998
Skills
Deferred Compensation, Succession Planning, Employee Benefits, Employee Engagement, Employee Relations, Change Management, HRIS, Performance Management, Onboarding, Talent Management, Organizational..., Human Resources, HR Policies, Project Management, Leadership, HR Consulting, Policy, Public Speaking, Personnel Management, Strategy, Program Management, Management, Employee Training, Training, Interviews, Recruiting, Benefits Administration, Workforce Planning, Talent Acquisition, Conflict Resolution, Leadership Development, Job Descriptions, Organizational..., New Hire Orientations, Organizational Design, Career Development, Executive Coaching, Compensation & Benefit, Executive Search, Employer Branding, Resume Writing, Hiring, Employee Handbooks, Employment Law
Education
University of Manitoba 1990 — 1993
BA, Economics
Miles MacDonnell
Miles MacDonnell
Acuity HR Solutions May 2012 - Present
Winnipeg Harvest November 2011 - Present
Wellington West May 2009 - April 2012
Kitchen Craft November 1998 - May 2009
Great-West Life January 1997 - October 1998
Skills
Deferred Compensation, Succession Planning, Employee Benefits, Employee Engagement, Employee Relations, Change Management, HRIS, Performance Management, Onboarding, Talent Management, Organizational..., Human Resources, HR Policies, Project Management, Leadership, HR Consulting, Policy, Public Speaking, Personnel Management, Strategy, Program Management, Management, Employee Training, Training, Interviews, Recruiting, Benefits Administration, Workforce Planning, Talent Acquisition, Conflict Resolution, Leadership Development, Job Descriptions, Organizational..., New Hire Orientations, Organizational Design, Career Development, Executive Coaching, Compensation & Benefit, Executive Search, Employer Branding, Resume Writing, Hiring, Employee Handbooks, Employment Law
Education
University of Manitoba 1990 — 1993
BA, Economics
Miles MacDonnell
Miles MacDonnell
Ashmead Khan CFP, CLU, C.H.Fc, B.Sc. (Geology)'s Wellington West Experience 2001 - December 2012
Job Financial Advisor at Manulife Securities
Industry Financial Services
Experience
Manulife Securities Investment Services Inc December 2012 - Present
Wellington West 2001 - December 2012
IQON FINANCIAL 1997 - 2001
Metropolitan Life 1986 - 1997
Core Laboratories 1983 - 1986
ROYAL BANK OF CANADA 1974 - 1976
Skills
Retirement Planning, Wealth Management, Investment Strategies, Investment Advisory, Mutual Funds, Wealth, Financial Advisory, Estate Planning, Investments, Retirement, Strategic Financial..., Financial Planners, Disability Insurance
Education
University of Manitoba 1977 — 1981
B.Sc., Geology
NAPARIMA COLLEGE 1967 — 1974
High School Diploma, SECONDARY AND HIGH SCHOOL
Manulife Securities Investment Services Inc December 2012 - Present
Wellington West 2001 - December 2012
IQON FINANCIAL 1997 - 2001
Metropolitan Life 1986 - 1997
Core Laboratories 1983 - 1986
ROYAL BANK OF CANADA 1974 - 1976
Skills
Retirement Planning, Wealth Management, Investment Strategies, Investment Advisory, Mutual Funds, Wealth, Financial Advisory, Estate Planning, Investments, Retirement, Strategic Financial..., Financial Planners, Disability Insurance
Education
University of Manitoba 1977 — 1981
B.Sc., Geology
NAPARIMA COLLEGE 1967 — 1974
High School Diploma, SECONDARY AND HIGH SCHOOL
George Carter, George's Wellington West Experience PartnerDeloitte BahamasSeptember 1969 - June 1982
Job Associate Advisor at Wellington West
Industry Financial Services
Experience
Wellington West PartnerDeloitte BahamasSeptember 1969 - June 1982
Education
McGill University 1965 — 1967
CA, Accounting/Auditing
Dalhousie University 1961 — 1965
B Comm, Accounting
Wellington West PartnerDeloitte BahamasSeptember 1969 - June 1982
Education
McGill University 1965 — 1967
CA, Accounting/Auditing
Dalhousie University 1961 — 1965
B Comm, Accounting
Cheryl Donnelly's Wellington West Experience June 2009 - November 2011
Job Payroll Admimistator, Sr at Standard Aero Incorporated
Industry Airlines/Aviation
Experience
Standard Aero Limted November 2011 - Present
Wellington West June 2009 - November 2011
Jovian Capital Corporation March 2004 - June 2009
Education
University of Winnipeg 2004 — 2011
CPM, pcp
Red River College
Standard Aero Limted November 2011 - Present
Wellington West June 2009 - November 2011
Jovian Capital Corporation March 2004 - June 2009
Education
University of Winnipeg 2004 — 2011
CPM, pcp
Red River College
Allen Ludlam's Wellington West Experience July 2010 - 2011
Job PM, PMO
Industry Insurance
Experience
Alitra Inc. 2013 - Present
Federated Insurance Company of Canada 2012 - 2013
Wellington West July 2010 - 2011
Ceridian 2007 - 2010
Skills
Project Management, Business Analysis, Information Systems, Requirements Analysis, Governance, Requirements Gathering, SDLC, Software Project..., Business Process, Management, Systems Analysis, PMP, IT Strategy, Business Intelligence
Education
University of Manitoba
B.SC.E.E, Electrical Engineering
Alitra Inc. 2013 - Present
Federated Insurance Company of Canada 2012 - 2013
Wellington West July 2010 - 2011
Ceridian 2007 - 2010
Skills
Project Management, Business Analysis, Information Systems, Requirements Analysis, Governance, Requirements Gathering, SDLC, Software Project..., Business Process, Management, Systems Analysis, PMP, IT Strategy, Business Intelligence
Education
University of Manitoba
B.SC.E.E, Electrical Engineering
Helen Nash's Wellington West Experience November 2010 - Present
Job curdice guard at Wellington West
Industry Financial Services
Experience
Wellington West November 2010 - Present
G.K. Skaggs, Inc. September 1979 - March 1995
Skills
Risk Management, Strategic Financial..., Investments, Mutual Funds, Portfolio Management, Investment Advisory, AML, Estate Planning, Investment Strategies, Securities, Wealth, Equities
Education
Amarillo College
Wellington West November 2010 - Present
G.K. Skaggs, Inc. September 1979 - March 1995
Skills
Risk Management, Strategic Financial..., Investments, Mutual Funds, Portfolio Management, Investment Advisory, AML, Estate Planning, Investment Strategies, Securities, Wealth, Equities
Education
Amarillo College