Wellington West Capital Inc
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Wellington West Capital Inc Employees
Employee
Years
Job
Industry
David Bluteau David Bluteau's Wellington West Capital Inc Experience February 2003 - November 2011
Job Senior Vice President at National Bank Financial
Industry Investment Management
Experience
National Bank Financial November 2011 - Present
Bluteau DeVenney & Co. 1997 - Present
Wellington West Capital Inc. February 2003 - November 2011
TD Waterhouse 1997 - 2003
CIBC Wood Gundy 1987 - 1997
Skills
Wealth Management..., Physicians, Investments, Wealth Management, Investment Advisory, Investment Strategies, Wealth, Retirement Planning, Estate Planning, Mutual Funds, Investment Management, Financial Advisory, Retirement, Strategic Financial..., Alternative Investments
Education
Dalhousie University 1987 — 1988
MBA
University of New Brunswick 1979 — 1984
National Bank Financial November 2011 - Present
Bluteau DeVenney & Co. 1997 - Present
Wellington West Capital Inc. February 2003 - November 2011
TD Waterhouse 1997 - 2003
CIBC Wood Gundy 1987 - 1997
Skills
Wealth Management..., Physicians, Investments, Wealth Management, Investment Advisory, Investment Strategies, Wealth, Retirement Planning, Estate Planning, Mutual Funds, Investment Management, Financial Advisory, Retirement, Strategic Financial..., Alternative Investments
Education
Dalhousie University 1987 — 1988
MBA
University of New Brunswick 1979 — 1984
David Finley David Finley's Wellington West Capital Inc Experience November 2006 - April 2010
Job Senior Vice President and Financial Advisor at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. October 2014 - Present
Raymond James Ltd. January 2012 - September 2014
Advisor 360 April 2010 - December 2011
Wellington West Capital Inc. November 2006 - April 2010
Clearsight Wealth Management Inc. January 2002 - October 2006
Affinity Investments 1995 - 2000
ScotiaMcLeod May 1993 - December 1994
Skills
Retirement Planning, Sales Management, Financial Advisory, Entrepreneur, Investments, Entrepreneurship, Marketing Strategy, New Business Development
Education
Huron University College 1988 — 1992
Lorne Park Secondary School 1983 — 1988
Raymond James Ltd. October 2014 - Present
Raymond James Ltd. January 2012 - September 2014
Advisor 360 April 2010 - December 2011
Wellington West Capital Inc. November 2006 - April 2010
Clearsight Wealth Management Inc. January 2002 - October 2006
Affinity Investments 1995 - 2000
ScotiaMcLeod May 1993 - December 1994
Skills
Retirement Planning, Sales Management, Financial Advisory, Entrepreneur, Investments, Entrepreneurship, Marketing Strategy, New Business Development
Education
Huron University College 1988 — 1992
Lorne Park Secondary School 1983 — 1988
Neil Gregory, CFA Neil Gregory, CFA's Wellington West Capital Inc Experience February 2004 - December 2009
Job Director, Wealth Management, Portfolio Manager, Richardson GMP Limited
Industry Investment Management
Experience
Richardson GMP Limited November 2009 - Present
Wellington West Capital Inc. February 2004 - December 2009
TD Canada Trust Private Banking November 1999 - February 2004
Skills
Wealth Management, Portfolio Management, Financial Analysis, Estate Planning, Helping Clients Succeed, Market Analysis, Investments, Mutual Funds, Financial Advisory, Strategic Financial..., Financial Services, Investment Advisory, Investment Strategies, Nonprofits, Management, Asset Allocation, Retirement Planning, Securities, High Net Worth..., Alternative Investments, Asset Management, Investment Management, Finance, ETFs, Equities, Capital Markets, Fixed Income, Bonds, Hedge Funds, Wealth Management..., Private Equity, Trading, Equity Research, Valuation, Financial Markets, Wealth, Financial Planning
Education
The University of Calgary 1992 — 1997
Bachelor of Commerce, Finance
Dr. G.W. Williams 1987 — 1992
Richardson GMP Limited November 2009 - Present
Wellington West Capital Inc. February 2004 - December 2009
TD Canada Trust Private Banking November 1999 - February 2004
Skills
Wealth Management, Portfolio Management, Financial Analysis, Estate Planning, Helping Clients Succeed, Market Analysis, Investments, Mutual Funds, Financial Advisory, Strategic Financial..., Financial Services, Investment Advisory, Investment Strategies, Nonprofits, Management, Asset Allocation, Retirement Planning, Securities, High Net Worth..., Alternative Investments, Asset Management, Investment Management, Finance, ETFs, Equities, Capital Markets, Fixed Income, Bonds, Hedge Funds, Wealth Management..., Private Equity, Trading, Equity Research, Valuation, Financial Markets, Wealth, Financial Planning
Education
The University of Calgary 1992 — 1997
Bachelor of Commerce, Finance
Dr. G.W. Williams 1987 — 1992
Stanley Wei, CIM®, CFP® Stanley Wei, CIM®, CFP®'s Wellington West Capital Inc Experience September 2007 - November 2009
Job Director, Wealth Management & Portfolio Manager, Richardson GMP Limited
Industry Investment Management
Experience
Missing Children Society of Canada March 2011 - Present
Richardson GMP Limited November 2009 - Present
Wellington West Capital Inc. September 2007 - November 2009
Richardson Partners Financial Services 2005 - 2007
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Estate Planning, Investment Strategies
Education
The University of Calgary 1996 — 2000
BA, Economics
Missing Children Society of Canada March 2011 - Present
Richardson GMP Limited November 2009 - Present
Wellington West Capital Inc. September 2007 - November 2009
Richardson Partners Financial Services 2005 - 2007
Skills
Wealth Management, Portfolio Management, Strategic Financial..., Estate Planning, Investment Strategies
Education
The University of Calgary 1996 — 2000
BA, Economics
Jennifer Schafer Jennifer Schafer's Wellington West Capital Inc Experience July 2008 - July 2011
Job Manager, Partner Relations & Process Improvement Initiatives at National Bank Financial Wealth Management
Industry Investment Management
Experience
National Bank Financial - Wealth Management July 2011 - Present
Wellington West Capital Inc July 2008 - July 2011
Skills
Leadership, Investments, Team Building, Wealth Management, Mutual Funds, Business Process, Portfolio Management, Management, Investment Strategies, Financial Services
Education
University of Saskatchewan 1997 — 2001
B.Comm., Finance & Economics
National Bank Financial - Wealth Management July 2011 - Present
Wellington West Capital Inc July 2008 - July 2011
Skills
Leadership, Investments, Team Building, Wealth Management, Mutual Funds, Business Process, Portfolio Management, Management, Investment Strategies, Financial Services
Education
University of Saskatchewan 1997 — 2001
B.Comm., Finance & Economics
Hervé Alaurent Hervé Alaurent's Wellington West Capital Inc Experience January 2007 - December 2011
Job Conseiller en placement, Financière Banque Nationale Axé sur la croissance et la préservation de votre patrimoine
Industry Financial Services
Experience
National Bank Financial July 2011 - Present
Wellington West Capital Inc. January 2007 - December 2011
Skills
Valeurs mobilières, Gestion de portefeuille, Conseils en gestion de..., Fonds communs de..., Certificats de..., Projection financière, Service à la clientèle..., Régime Enregistré..., Régime Enregistré..., Réseautage professionnel, Régime Enregistré..., Compte d'Épargne Libre..., Assurances, Hypothèques, Ponctualité, Transparence et..., Planification..., Transfert d'entreprise, Fonds négociés en..., Philantropie, Billets structurés, Programmation Excel, Actions accréditives
Education
B. A. A., Finance de marchés
B.A.A., Finance de marchés
Canadian Securities Institute (CSI)
Cours sur le commerce des valeurs mobilières (CCVM)
Canadian Securities Institute (CSI)
Notions Essentielles en Gestion de Patrimoine
Collège Ahuntsic
D.E.C., Administration
Collège Stanislas
D.E.S.
Université de Montréal - HEC Montréal
Certificat en planification financière personnelle, Finance
National Bank Financial July 2011 - Present
Wellington West Capital Inc. January 2007 - December 2011
Skills
Valeurs mobilières, Gestion de portefeuille, Conseils en gestion de..., Fonds communs de..., Certificats de..., Projection financière, Service à la clientèle..., Régime Enregistré..., Régime Enregistré..., Réseautage professionnel, Régime Enregistré..., Compte d'Épargne Libre..., Assurances, Hypothèques, Ponctualité, Transparence et..., Planification..., Transfert d'entreprise, Fonds négociés en..., Philantropie, Billets structurés, Programmation Excel, Actions accréditives
Education
B. A. A., Finance de marchés
B.A.A., Finance de marchés
Canadian Securities Institute (CSI)
Cours sur le commerce des valeurs mobilières (CCVM)
Canadian Securities Institute (CSI)
Notions Essentielles en Gestion de Patrimoine
Collège Ahuntsic
D.E.C., Administration
Collège Stanislas
D.E.S.
Université de Montréal - HEC Montréal
Certificat en planification financière personnelle, Finance
Jackie Cuddeford Jackie Cuddeford's Wellington West Capital Inc Experience 2006 - 2011
Job TD Wealth Management – Private Investment Advice
Industry Financial Services
Experience
TD Wealth Management – Private Investment Advice October 2011 - Present
Wellington West Capital Inc. 2006 - 2011
Skills
Finance, Equities, Financial Services, Trading, Securities, Team Management, Leadership
Education
University of Manitoba
TD Wealth Management – Private Investment Advice October 2011 - Present
Wellington West Capital Inc. 2006 - 2011
Skills
Finance, Equities, Financial Services, Trading, Securities, Team Management, Leadership
Education
University of Manitoba
Jason Leschyshyn Jason Leschyshyn's Wellington West Capital Inc Experience January 2011 - August 2011
Job Senior Buyer at St. Boniface Hospital
Industry Logistics and Supply Chain
Experience
St. Boniface Hospital October 2013 - Present
Nygard International January 2012 - October 2013
Wellington West Capital Inc January 2011 - August 2011
New Flyer Industries February 2007 - November 2010
Great West Life June 2006 - January 2007
Cangene Corporation February 2006 - March 2006
TransX June 2005 - August 2005
Bethania Personal Care Home2004 June 2004 - August 2004
Agricore United March 2003 - May 2003
Skills
Customer Service, Employee Relations
Education
University of Manitoba 2002 — 2006
Bachelor of Commerce, Logistics and Supply Chain Management and Human Resource Management
Red River College 2000 — 2002
Business Administration Diploma, Administration
St. Boniface Hospital October 2013 - Present
Nygard International January 2012 - October 2013
Wellington West Capital Inc January 2011 - August 2011
New Flyer Industries February 2007 - November 2010
Great West Life June 2006 - January 2007
Cangene Corporation February 2006 - March 2006
TransX June 2005 - August 2005
Bethania Personal Care Home2004 June 2004 - August 2004
Agricore United March 2003 - May 2003
Skills
Customer Service, Employee Relations
Education
University of Manitoba 2002 — 2006
Bachelor of Commerce, Logistics and Supply Chain Management and Human Resource Management
Red River College 2000 — 2002
Business Administration Diploma, Administration
Andrew M. Suthern Andrew M. Suthern's Wellington West Capital Inc Experience October 2009 - November 2011
Job Senior Investment Advisor, CIM®, CFP®, CFA®, FCSI®
Industry Financial Services
Experience
IPC Securities Corp September 2013 - Present
National Bank Financial - Wealth Management November 2011 - September 2013
Wellington West Capital Inc. October 2009 - November 2011
Brownstone Investment Planning Inc. September 1997 - October 2009
TD Wealth Management 1996 - 1997
Skills
Holistic Financial..., Retirement Planning, Investment Management, Wealth Management, Financial Risk..., Alternative Investments, Portfolio Management, Strategic Financial..., Asset Allocation, High Net Worth..., Estate Planning, Hedge Funds, Wealth Preservation..., Passion for Helping..., Financial Services, Investments, Financial Planners, Retirement, Investment Advisory, Wealth Management..., Finance, Securities, Wealth, ETFs, Mutual Funds, Investment Strategies, Financial Advisory, Bonds, Equities, Asset Management, Fixed Income, Financial Planning
Education
Canadian Securities Institute 2000 — 2005
Fellow of the Canadian Securities Institute (FCSI)
CFA Institute 1998 — 2002
Chartered Financial Analyst (CFA)
Financial Planning Standards Council 2000 — 2000
Certified Financial Planner® (CFP)
Canadian Securities Institute 1998 — 1998
Chartered Investment Manager® (CIM)
University of Manitoba 1988 — 1993
B.Comm (Hons), Small Business, Marketing, Finance
Oak Park
IPC Securities Corp September 2013 - Present
National Bank Financial - Wealth Management November 2011 - September 2013
Wellington West Capital Inc. October 2009 - November 2011
Brownstone Investment Planning Inc. September 1997 - October 2009
TD Wealth Management 1996 - 1997
Skills
Holistic Financial..., Retirement Planning, Investment Management, Wealth Management, Financial Risk..., Alternative Investments, Portfolio Management, Strategic Financial..., Asset Allocation, High Net Worth..., Estate Planning, Hedge Funds, Wealth Preservation..., Passion for Helping..., Financial Services, Investments, Financial Planners, Retirement, Investment Advisory, Wealth Management..., Finance, Securities, Wealth, ETFs, Mutual Funds, Investment Strategies, Financial Advisory, Bonds, Equities, Asset Management, Fixed Income, Financial Planning
Education
Canadian Securities Institute 2000 — 2005
Fellow of the Canadian Securities Institute (FCSI)
CFA Institute 1998 — 2002
Chartered Financial Analyst (CFA)
Financial Planning Standards Council 2000 — 2000
Certified Financial Planner® (CFP)
Canadian Securities Institute 1998 — 1998
Chartered Investment Manager® (CIM)
University of Manitoba 1988 — 1993
B.Comm (Hons), Small Business, Marketing, Finance
Oak Park
Pam Reid Pam Reid's Wellington West Capital Inc Experience 1997 - October 2009
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
Ken Hilash Ken Hilash's Wellington West Capital Inc Experience April 2008 - July 2011
Job Principal Consultant at Resultra Project Management Inc.
Industry Information Technology and Services
Experience
Resultra Project Management Inc. January 2014 - Present
MNP September 2011 - December 2013
Wellington West Capital Inc. April 2008 - July 2011
Investors Group January 2001 - April 2008
Infocorp Computer Solutions Ltd 1993 - 2001
Safeway Stores plc 1992 - 1993
Manitoba Liquor Control Commission 1990 - 1991
Nygard International 1988 - 1990
Mandem Inc 1984 - 1986
Education
University of Manitoba 1982 — 1987
B.Sc., Computer Science / Statistics
Resultra Project Management Inc. January 2014 - Present
MNP September 2011 - December 2013
Wellington West Capital Inc. April 2008 - July 2011
Investors Group January 2001 - April 2008
Infocorp Computer Solutions Ltd 1993 - 2001
Safeway Stores plc 1992 - 1993
Manitoba Liquor Control Commission 1990 - 1991
Nygard International 1988 - 1990
Mandem Inc 1984 - 1986
Education
University of Manitoba 1982 — 1987
B.Sc., Computer Science / Statistics
Lesley Walters-Sagher's Wellington West Capital Inc Experience March 2003 - 2011
Job Manager, Compliance at Investors Group
Industry Financial Services
Experience
Investors Group February 2015 - Present
National Bank Financial November 2011 - February 2015
Wellington West Capital Inc. March 2003 - 2011
BMO Nesbitt Burns July 2001 - March 2003
RBC Dominion Securities (previously Richardson Greenshields) June 1982 - July 2001
Skills
Microsoft Office, AML, Financial Services, Wealth Management, Asset Management, Portfolio Management, Investment Advisory, Securities, Mutual Funds, Leadership, Investments, Strategic Financial..., Investment Strategies, Banking, Financial Advisory, Investment Management, Equities, Retirement Planning, Fixed Income, Financial Planning, Options, Capital Markets, Bonds, Risk Management, Alternative Investments
Education
The University of Winnipeg 1984 — 1989
Canadian Securities Institute
Partners, Directors, Officer (PDO)
Canadian Securities Institute
Trader Training
Canadian Securities Institute
Branch Manager Course
Canadian Securities Institute
Options Supervisor
Canadian Securities Institute
Professional Financial Planning Course (PFPC)
Canadian Securities Institute
Registered Representative Examination (RR)
Canadian Securities Institute
Canadian Securities Course (CSC)
Investors Group February 2015 - Present
National Bank Financial November 2011 - February 2015
Wellington West Capital Inc. March 2003 - 2011
BMO Nesbitt Burns July 2001 - March 2003
RBC Dominion Securities (previously Richardson Greenshields) June 1982 - July 2001
Skills
Microsoft Office, AML, Financial Services, Wealth Management, Asset Management, Portfolio Management, Investment Advisory, Securities, Mutual Funds, Leadership, Investments, Strategic Financial..., Investment Strategies, Banking, Financial Advisory, Investment Management, Equities, Retirement Planning, Fixed Income, Financial Planning, Options, Capital Markets, Bonds, Risk Management, Alternative Investments
Education
The University of Winnipeg 1984 — 1989
Canadian Securities Institute
Partners, Directors, Officer (PDO)
Canadian Securities Institute
Trader Training
Canadian Securities Institute
Branch Manager Course
Canadian Securities Institute
Options Supervisor
Canadian Securities Institute
Professional Financial Planning Course (PFPC)
Canadian Securities Institute
Registered Representative Examination (RR)
Canadian Securities Institute
Canadian Securities Course (CSC)
Lesley Stubbs's Wellington West Capital Inc Experience February 2009 - September 2010
Job Looking for fulltime opportunities
Industry Graphic Design
Experience
ljstubbs@gmail.com 2011 - Present
Freelance / Graphic Design Services 2007 - Present
Accretive 360 Inc. September 2011 - August 2012
Wellington West Capital Inc February 2009 - September 2010
Aquent May 2008 - February 2009
PricewaterhouseCoopers February 2001 - July 2007
MediaVision International February 1999 - February 2001
Dye & Durham Co. Inc July 1991 - February 1999
Skills
Brochures, Graphic Design, Posters, Creative Direction, Branding & Identity, Logo Design, Layout, Newsletters, Marketing, Copywriting, Magazines, Corporate Branding, Graphics, Pre-press, Packaging, Image Manipulation, Marketing Communications
Education
Seneca College of Applied Arts and Technology
ljstubbs@gmail.com 2011 - Present
Freelance / Graphic Design Services 2007 - Present
Accretive 360 Inc. September 2011 - August 2012
Wellington West Capital Inc February 2009 - September 2010
Aquent May 2008 - February 2009
PricewaterhouseCoopers February 2001 - July 2007
MediaVision International February 1999 - February 2001
Dye & Durham Co. Inc July 1991 - February 1999
Skills
Brochures, Graphic Design, Posters, Creative Direction, Branding & Identity, Logo Design, Layout, Newsletters, Marketing, Copywriting, Magazines, Corporate Branding, Graphics, Pre-press, Packaging, Image Manipulation, Marketing Communications
Education
Seneca College of Applied Arts and Technology
Douglas Haydock's Wellington West Capital Inc Experience 2005 - 2008
Job President & Chief Executive Officer. at Legacy Partners Wealth Strategies Inc.
Industry Investment Management
Experience
Legacy Partners Wealth Strategies Inc. June 2008 - Present
Wellington West Capital Inc. 2005 - 2008
RBC Dominion Securities 1992 - 2005
Skills
Wealth Management, Investments, Investment Advisory, Asset Managment, Portfolio Management, Mutual Funds, Investment Strategies, Securities, Retirement Planning, Asset Allocation, Strategic Financial..., Alternative Investments, Equities, High Net Worth..., Wealth, Investment Management, Risk Management, Estate Planning, Fixed Income, ETFs, Hedge Funds, Capital Markets, Retirement, Financial Advisory, Asset Management, Bonds
Education
McGill University 1976 — 1979
BA, History, Political Science.
CEGEP - John Abbott College 1973 — 1974
Graduated, History, Political Science, Economics, English.
Champlain Regional College/Bishop's University 1972 — 1972
CEGEP, Humanities.
Legacy Partners Wealth Strategies Inc. June 2008 - Present
Wellington West Capital Inc. 2005 - 2008
RBC Dominion Securities 1992 - 2005
Skills
Wealth Management, Investments, Investment Advisory, Asset Managment, Portfolio Management, Mutual Funds, Investment Strategies, Securities, Retirement Planning, Asset Allocation, Strategic Financial..., Alternative Investments, Equities, High Net Worth..., Wealth, Investment Management, Risk Management, Estate Planning, Fixed Income, ETFs, Hedge Funds, Capital Markets, Retirement, Financial Advisory, Asset Management, Bonds
Education
McGill University 1976 — 1979
BA, History, Political Science.
CEGEP - John Abbott College 1973 — 1974
Graduated, History, Political Science, Economics, English.
Champlain Regional College/Bishop's University 1972 — 1972
CEGEP, Humanities.
Cristina Mossman's Wellington West Capital Inc Experience August 2010 - Present
Job Account Administrator
Industry Investment Management
Experience
Wellington West Capital Inc. August 2010 - Present
Barrington Wealth Partners July 2009 - April 2010
Barrington Wealth PartnersLower Sackville July 2009 - April 2010
Dundee Private Investors October 2006 - June 2009
CIBC January 1995 - January 2006
Personal Banking Representative January 1991 - January 1995
Royal Bank January 1990 - January 1991
Skills
Portfolio Management, Banking, Training
Education
Acadia University 1986 — 1990
BAH, International Relations and Languages
Wellington West Capital Inc. August 2010 - Present
Barrington Wealth Partners July 2009 - April 2010
Barrington Wealth PartnersLower Sackville July 2009 - April 2010
Dundee Private Investors October 2006 - June 2009
CIBC January 1995 - January 2006
Personal Banking Representative January 1991 - January 1995
Royal Bank January 1990 - January 1991
Skills
Portfolio Management, Banking, Training
Education
Acadia University 1986 — 1990
BAH, International Relations and Languages