Wellington West Capital
Wellington West Capital List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wellington West Capital. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wellington West Capital Salaries. You can even request information on how much does Wellington West Capital pay if you want to. Learn about salaries, pros and cons of working for Wellington West Capital 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!
12 Wellington West Capital employees in database. Find out everything there's to know about Wellington West Capital 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 Capital Employees
Employee
Years
Job
Industry
Gord Sherven Gord Sherven's Wellington West Capital Experience August 2003 - November 2011
Job Berezan Sherven Group Senior Investment Advisor at National Bank Financial Helping Clients Build and Perserve Wealth
Industry Financial Services
Experience
National Bank Financial November 2011 - Present
Wellington West Capital August 2003 - November 2011
BMO Nesbitt Burns August 2000 - August 2003
NHL- Edmonton Oilers, Minnesota North Stars, 1988 Canadian Olympic Team 1984 - 2000
Skills
Financial Advisory, Asset Allocation, Portfolio Management, Equities, Retirement, High Net Worth..., Alternative Investments, Estate Planning, Asset Managment, Fixed Income, Securities, Hedge Funds, Banking, Financial Services, Asset Management
Education
The University of North Dakota 1982 — 1984
Business
Athol Murray College of Notre Dame 1978 — 1981
National Bank Financial November 2011 - Present
Wellington West Capital August 2003 - November 2011
BMO Nesbitt Burns August 2000 - August 2003
NHL- Edmonton Oilers, Minnesota North Stars, 1988 Canadian Olympic Team 1984 - 2000
Skills
Financial Advisory, Asset Allocation, Portfolio Management, Equities, Retirement, High Net Worth..., Alternative Investments, Estate Planning, Asset Managment, Fixed Income, Securities, Hedge Funds, Banking, Financial Services, Asset Management
Education
The University of North Dakota 1982 — 1984
Business
Athol Murray College of Notre Dame 1978 — 1981
John Lombard CFA, CFP John Lombard CFA, CFP's Wellington West Capital Experience December 2007 - February 2009
Job Associate Portfolio Manager at MacDougall, MacDougall and MacTier, Inc.
Industry Financial Services
Experience
MacDougall, MacDougall and MacTier, Inc. July 2015 - Present
Watt Carmichael Inc. May 2013 - July 2015
Manulife Securities Incorporated November 2011 - April 2013
TD Waterhouse February 2009 - November 2011
Wellington West Capital December 2007 - February 2009
Clearsight Wealth Management February 2004 - December 2006
CIBC Imperial Service December 2001 - February 2004
Skills
Investments, Strategic Financial..., Portfolio Management, Retirement Planning, Investment Strategies, Trading, Wealth, Financial Services, Strategic Planning, Small Business, Retirement, Investment Advisory, Asset Allocation, Wealth Management, Financial Advisory
Education
University of North Texas 1978 — 1982
Bachelor of Education, Honours
MacDougall, MacDougall and MacTier, Inc. July 2015 - Present
Watt Carmichael Inc. May 2013 - July 2015
Manulife Securities Incorporated November 2011 - April 2013
TD Waterhouse February 2009 - November 2011
Wellington West Capital December 2007 - February 2009
Clearsight Wealth Management February 2004 - December 2006
CIBC Imperial Service December 2001 - February 2004
Skills
Investments, Strategic Financial..., Portfolio Management, Retirement Planning, Investment Strategies, Trading, Wealth, Financial Services, Strategic Planning, Small Business, Retirement, Investment Advisory, Asset Allocation, Wealth Management, Financial Advisory
Education
University of North Texas 1978 — 1982
Bachelor of Education, Honours
Anna-Marie Lyons Anna-Marie Lyons's Wellington West Capital Experience 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
Grant Schneider Grant Schneider's Wellington West Capital Experience May 2011 - October 2011
Job Regional Sales Representative at AGF Management Limited
Industry Financial Services
Experience
AGF Management Limited June 2015 - Present
John Hancock Financial Services July 2013 - May 2015
Manulife Financial April 2012 - July 2013
Wellington West Capital May 2011 - October 2011
Upright Rugby Canada May 2009 - August 2011
Skills
Investments, Mutual Funds, Retirement Planning, Leadership, Asset Allocation, Customer Service, Fundraising, Training, Marketing, Budgets, Business Development, Insurance, Microsoft Office, Small Business, Time Management
Education
McMaster University 2008 — 2011
Bachelor of Arts (B.A.), Economics
AGF Management Limited June 2015 - Present
John Hancock Financial Services July 2013 - May 2015
Manulife Financial April 2012 - July 2013
Wellington West Capital May 2011 - October 2011
Upright Rugby Canada May 2009 - August 2011
Skills
Investments, Mutual Funds, Retirement Planning, Leadership, Asset Allocation, Customer Service, Fundraising, Training, Marketing, Budgets, Business Development, Insurance, Microsoft Office, Small Business, Time Management
Education
McMaster University 2008 — 2011
Bachelor of Arts (B.A.), Economics
Fred Pye Fred Pye's Wellington West Capital Experience 2006 - December 2011
Job VP & Partner Landry Investment Management
Industry Investment Management
Experience
Landry Investment Management Inc. May 2012 - Present
3iQ Corp. September 2012 - Present
Hedge Fund Association February 2014 - January 2015
National Bank Financial December 2011 - May 2012
Wellington West Capital 2006 - December 2011
West Island Chamber of Commerce 2010 - October 2011
Natural & Organic Food Group 2003 - 2007
MacDougall 2001 - 2006
@rgentum Management & Research 1998 - 2001
Gordon Private Client 1995 - 1998
Skills
Wealth Management, Equities, Investment Strategies, Portfolio Management, Investments, Mutual Funds
Education
Concordia University 1980 — 1983
MBA, Economics
John Rennie High School
Landry Investment Management Inc. May 2012 - Present
3iQ Corp. September 2012 - Present
Hedge Fund Association February 2014 - January 2015
National Bank Financial December 2011 - May 2012
Wellington West Capital 2006 - December 2011
West Island Chamber of Commerce 2010 - October 2011
Natural & Organic Food Group 2003 - 2007
MacDougall 2001 - 2006
@rgentum Management & Research 1998 - 2001
Gordon Private Client 1995 - 1998
Skills
Wealth Management, Equities, Investment Strategies, Portfolio Management, Investments, Mutual Funds
Education
Concordia University 1980 — 1983
MBA, Economics
John Rennie High School
Luc Rosselet Luc Rosselet's Wellington West Capital Experience October 2009 - May 2011
Job Conseiller en Placement chez Gestion de Patrimoine FNB
Industry Financial Services
Experience
Gestion de Patrimoine FNB May 2011 - September 2015
Wellington West Capital October 2009 - May 2011
Flextronics April 2007 - April 2008
Skills
French, Microsoft Office, Management, SEO, Wealth Management, Microsoft Excel, Investments, Financial Analysis, Sales, Portfolio Management, Banking, Financial Planning, Investment Advisory, Mutual Funds
Education
Canadian Securities Institute 2009 — 2010
Finance
Université du Québec à Montréal 2004 — 2008
baccalauréat, Finance
Cegep haute yamaska 2001 — 2003
DEC, administration profil -comptabilité
Université du Québec à Montréal
certificats, administration de services + économie et gestion
Gestion de Patrimoine FNB May 2011 - September 2015
Wellington West Capital October 2009 - May 2011
Flextronics April 2007 - April 2008
Skills
French, Microsoft Office, Management, SEO, Wealth Management, Microsoft Excel, Investments, Financial Analysis, Sales, Portfolio Management, Banking, Financial Planning, Investment Advisory, Mutual Funds
Education
Canadian Securities Institute 2009 — 2010
Finance
Université du Québec à Montréal 2004 — 2008
baccalauréat, Finance
Cegep haute yamaska 2001 — 2003
DEC, administration profil -comptabilité
Université du Québec à Montréal
certificats, administration de services + économie et gestion
Ron Joyal's Wellington West Capital Experience June 2002 - November 2011
Job Vice President, Product & Technology
Industry Human Resources
Experience
Ceridian November 2011 - Present
Wellington West Capital June 2002 - November 2011
Zantek Information Technology Inc. June 2001 - June 2002
Skills
IT Service Management, Leadership, Strategic Planning, Management, Continuous Improvement, Integration, Vendor Management, Business Analysis, Disaster Recovery, Project Management, ITIL, Personnel Management, Business Strategy, Change Management, Training
Education
American Public University
MBA (in progress)
Canadian Securities Institute 2008 — 2008
PDO (Partners, Directors and Senior Officers)
Nexient 1999 — 2000
MCSE (Microsoft Certified Systems Engineer)
University of Manitoba 1994 — 1997
Bachelors Degree
Ceridian November 2011 - Present
Wellington West Capital June 2002 - November 2011
Zantek Information Technology Inc. June 2001 - June 2002
Skills
IT Service Management, Leadership, Strategic Planning, Management, Continuous Improvement, Integration, Vendor Management, Business Analysis, Disaster Recovery, Project Management, ITIL, Personnel Management, Business Strategy, Change Management, Training
Education
American Public University
MBA (in progress)
Canadian Securities Institute 2008 — 2008
PDO (Partners, Directors and Senior Officers)
Nexient 1999 — 2000
MCSE (Microsoft Certified Systems Engineer)
University of Manitoba 1994 — 1997
Bachelors Degree
Chris Ballanger's Wellington West Capital Experience 2008 - November 2011
Job Director,Wealth Management, Investment Advisor at Richardson GMP
Industry Investment Management
Experience
Richardson GMP October 2012 - Present
National Bank Wealth Management November 2011 - October 2012
Wellington West Capital 2008 - November 2011
BMO Nesbitt Burns 1995 - 2008
Walwyn Stodgell / Midland Walwyn 1989 - 1995
Education
Fielding Graduate University
M.A, Organizational Management & Design
Queen's University
B.ED, Education
York University
Honours B.A.
Richardson GMP October 2012 - Present
National Bank Wealth Management November 2011 - October 2012
Wellington West Capital 2008 - November 2011
BMO Nesbitt Burns 1995 - 2008
Walwyn Stodgell / Midland Walwyn 1989 - 1995
Education
Fielding Graduate University
M.A, Organizational Management & Design
Queen's University
B.ED, Education
York University
Honours B.A.
Philip Marion, CIM's Wellington West Capital Experience May 2007 - October 2011
Job Associate Portfolio Manager, Investment Advisor at Richardson GMP
Industry Financial Services
Experience
Richardson GMP January 2014 - Present
Macquarie Private Wealth January 2012 - January 2014
Wellington West Capital May 2007 - October 2011
Perimeter Financial February 2006 - May 2007
Skills
Risk Management, Wealth Accumulation, Trading, Financial Planning, Wealth Management, Options, Fixed Income, Equities, Life Insurance, Portfolio Management, Asset Management, Asset Allocation, Mutual Funds, Financial Modeling, Strategic Financial...
Education
McGill University 2001 — 2005
BCOM, Finance & Accounting
Oakville Trafalgar High School 1996 — 2000
Richardson GMP January 2014 - Present
Macquarie Private Wealth January 2012 - January 2014
Wellington West Capital May 2007 - October 2011
Perimeter Financial February 2006 - May 2007
Skills
Risk Management, Wealth Accumulation, Trading, Financial Planning, Wealth Management, Options, Fixed Income, Equities, Life Insurance, Portfolio Management, Asset Management, Asset Allocation, Mutual Funds, Financial Modeling, Strategic Financial...
Education
McGill University 2001 — 2005
BCOM, Finance & Accounting
Oakville Trafalgar High School 1996 — 2000
Vanessa Antinucci's Wellington West Capital Experience 2005 - 2008
Job Leader
Industry Financial Services
Experience
lululemon athletica January 2013 - Present
Andrew Peller Limited March 2012 - Present
PwC December 2010 - February 2012
Community Care Information Management February 2009 - December 2010
Andrew Peller Ltd. September 2008 - February 2009
Wellington West Capital 2005 - 2008
Skills
Project Management, Marketing Communications, Event Management, Microsoft Office, Lotus Notes, Learning Management, Blended Learning, Writing, Coordination, Relationship Management, Training Delivery, Budget Process, Budget Monitoring, Social Media, Social Marketing, Wine Tasting, Program Development, Software Documentation, Program Management, Marketing, CRM, Sales, Budgets, Retail, Training, Management, Customer Service
Education
George Brown College
Communications, and Adult Learning
University of Guelph 1998 — 2004
Bachelor's degree, Social Sciences
lululemon athletica January 2013 - Present
Andrew Peller Limited March 2012 - Present
PwC December 2010 - February 2012
Community Care Information Management February 2009 - December 2010
Andrew Peller Ltd. September 2008 - February 2009
Wellington West Capital 2005 - 2008
Skills
Project Management, Marketing Communications, Event Management, Microsoft Office, Lotus Notes, Learning Management, Blended Learning, Writing, Coordination, Relationship Management, Training Delivery, Budget Process, Budget Monitoring, Social Media, Social Marketing, Wine Tasting, Program Development, Software Documentation, Program Management, Marketing, CRM, Sales, Budgets, Retail, Training, Management, Customer Service
Education
George Brown College
Communications, and Adult Learning
University of Guelph 1998 — 2004
Bachelor's degree, Social Sciences
Doug Warkentin's Wellington West Capital Experience 2009 - 2011
Job President at Warkentin Group Private Wealth Mgmt.
Industry Financial Services
Experience
Warkentin Group Private Wealth Management February 2012 - Present
Warkentin Group Private Wealth Management April 2012 - Present
Aligned Capital Partners Inc. April 2015 - Present
Wellington West Capital 2009 - 2011
Investors Group Financial Services Inc. June 1992 - October 2009
Skills
Financial Advisory, Financial Planners, High Net Worth..., Risk Management, Financial Analysis, Leadership, Financial Modeling, Finance, Health Insurance, Tax, Certified Financial..., Financial Services, Critical Illness, Financial Planning, Wealth Management..., Wealth, Wealth Accumulation
Education
University of Manitoba
University of Manitoba
Windsor Park Collegiate
Warkentin Group Private Wealth Management February 2012 - Present
Warkentin Group Private Wealth Management April 2012 - Present
Aligned Capital Partners Inc. April 2015 - Present
Wellington West Capital 2009 - 2011
Investors Group Financial Services Inc. June 1992 - October 2009
Skills
Financial Advisory, Financial Planners, High Net Worth..., Risk Management, Financial Analysis, Leadership, Financial Modeling, Finance, Health Insurance, Tax, Certified Financial..., Financial Services, Critical Illness, Financial Planning, Wealth Management..., Wealth, Wealth Accumulation
Education
University of Manitoba
University of Manitoba
Windsor Park Collegiate
Dale Weevers H.B. Com, CGA's Wellington West Capital Experience March 2010 - November 2011
Job Controller at Donvito Automotive Group
Industry Financial Services
Experience
Donvito Automotive Group January 2014 - Present
National Bank Financial November 2011 - December 2013
Wellington West Capital March 2010 - November 2011
Investors Group August 2007 - March 2010
Skills
Mutual Funds, Investment Strategies, Investment Advisory, Retirement Planning, Investments, Strategic Financial..., Asset Allocation, Equities, Asset Managment, Financial Advisory, Investment Management, Estate Planning, Corporate Tax Planning, Estate Tax Planning, Personal Tax Planning, Wealth Management
Education
CGA Mantioba 2003 — 2010
CGA, Accounting and Finance
Laurentian University/Université Laurentienne 2003 — 2010
H.B. Com, Accounting and Finance
Donvito Automotive Group January 2014 - Present
National Bank Financial November 2011 - December 2013
Wellington West Capital March 2010 - November 2011
Investors Group August 2007 - March 2010
Skills
Mutual Funds, Investment Strategies, Investment Advisory, Retirement Planning, Investments, Strategic Financial..., Asset Allocation, Equities, Asset Managment, Financial Advisory, Investment Management, Estate Planning, Corporate Tax Planning, Estate Tax Planning, Personal Tax Planning, Wealth Management
Education
CGA Mantioba 2003 — 2010
CGA, Accounting and Finance
Laurentian University/Université Laurentienne 2003 — 2010
H.B. Com, Accounting and Finance