Westwind Partners
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Westwind Partners Employees
Employee
Years
Job
Industry
Adam Bradley Adam Bradley's Westwind Partners Experience 2006 - 2008
Job Leadership Communications consultant
Industry Professional Training & Coaching
Experience
The Humphrey Group April 2010 - Present
Well-Drawn Dog Productions December 2008 - Present
Westwind Partners 2006 - 2008
Signature Theatre Company 2006 - 2006
Skills
Public Speaking, Executive Coaching, Coaching, Leadership Development, Teaching, Writing, Research, Speech Writing, Acting, Drama, Film, Performing Arts, Video Production
Education
Fitzmaurice Voicework 2009 — 2010
Atlantic Acting School 2004 — 2006
The University of British Columbia 1995 — 1998
MA, Philosophy
McGill University 1992 — 1995
Bachelor of Arts (B.A.), Philosophy
The Humphrey Group April 2010 - Present
Well-Drawn Dog Productions December 2008 - Present
Westwind Partners 2006 - 2008
Signature Theatre Company 2006 - 2006
Skills
Public Speaking, Executive Coaching, Coaching, Leadership Development, Teaching, Writing, Research, Speech Writing, Acting, Drama, Film, Performing Arts, Video Production
Education
Fitzmaurice Voicework 2009 — 2010
Atlantic Acting School 2004 — 2006
The University of British Columbia 1995 — 1998
MA, Philosophy
McGill University 1992 — 1995
Bachelor of Arts (B.A.), Philosophy
Alistair Toward's Westwind Partners Experience May 2005 - January 2008
Job
Industry Financial Services
Experience
PI Financial Corp. May 2010 - September 2014
Hugessen Consulting Inc. April 2009 - April 2010
West Energy Ltd. February 2009 - April 2009
Thomas Weisel Partners January 2008 - February 2009
Westwind Partners May 2005 - January 2008
Clarus Securities September 2004 - March 2005
Research Capital Corporation (Now MackieResearch) August 2002 - September 2004
UTS Energy Corp January 2002 - July 2002
HSBC Securities 1999 - 2002
Gordon Capital Corporation June 1998 - November 2001
Skills
Financial Analysis, Equity Research, Valuation, Energy Industry, Equities, Financial Modeling, Investment Banking, Business Development, Private Equity, Capital Markets, Corporate Finance, Executive Pay, Business Strategy, Investments, Hedge Funds, Due Diligence, Finance
Education
McGill University 1989 — 1992
B.Comm, Finance & Real Estate
PI Financial Corp. May 2010 - September 2014
Hugessen Consulting Inc. April 2009 - April 2010
West Energy Ltd. February 2009 - April 2009
Thomas Weisel Partners January 2008 - February 2009
Westwind Partners May 2005 - January 2008
Clarus Securities September 2004 - March 2005
Research Capital Corporation (Now MackieResearch) August 2002 - September 2004
UTS Energy Corp January 2002 - July 2002
HSBC Securities 1999 - 2002
Gordon Capital Corporation June 1998 - November 2001
Skills
Financial Analysis, Equity Research, Valuation, Energy Industry, Equities, Financial Modeling, Investment Banking, Business Development, Private Equity, Capital Markets, Corporate Finance, Executive Pay, Business Strategy, Investments, Hedge Funds, Due Diligence, Finance
Education
McGill University 1989 — 1992
B.Comm, Finance & Real Estate
Bryden Richardson Bryden Richardson's Westwind Partners Experience May 2005 - August 2005
Job Managing Partner at Cairn Merchant Partners
Industry Capital Markets
Experience
Cairn Merchant Partners March 2013 - Present
Roper Capital Corporation July 2010 - Present
Scaffold - Russ Dilworth Ltd. February 2012 - Present
Canaccord Genuity Inc. April 2010 - July 2010
Genuity Capital Markets August 2007 - April 2010
Westwind Partners May 2005 - August 2005
Skills
Capital Markets, Due Diligence, Construction, Business Strategy, Corporate Finance, Mergers & Acquisitions, Venture Capital, Financial Modeling, Financial Analysis, Management Consulting, Equity Research, Private Equity, Strategic Planning, Investment Banking, Entrepreneurship, Restructuring, Valuation, Business Development, Start-ups, Investments, Strategy, Bloomberg, Equities, Portfolio Management, IPO, Corporate Development
Education
Queen's University 2003 — 2007
BCOM
Cairn Merchant Partners March 2013 - Present
Roper Capital Corporation July 2010 - Present
Scaffold - Russ Dilworth Ltd. February 2012 - Present
Canaccord Genuity Inc. April 2010 - July 2010
Genuity Capital Markets August 2007 - April 2010
Westwind Partners May 2005 - August 2005
Skills
Capital Markets, Due Diligence, Construction, Business Strategy, Corporate Finance, Mergers & Acquisitions, Venture Capital, Financial Modeling, Financial Analysis, Management Consulting, Equity Research, Private Equity, Strategic Planning, Investment Banking, Entrepreneurship, Restructuring, Valuation, Business Development, Start-ups, Investments, Strategy, Bloomberg, Equities, Portfolio Management, IPO, Corporate Development
Education
Queen's University 2003 — 2007
BCOM
Matthew O'Keefe Matthew O'Keefe's Westwind Partners Experience August 2003 - January 2008
Job Vice President, Senior Analyst at Dundee Capital Markets
Industry Capital Markets
Experience
Dundee Capital Markets March 2014 - Present
Mackie Research Capital August 2011 - March 2014
Cormark Securities August 2009 - April 2011
Thomas Weisel Partners January 2008 - February 2009
Westwind Partners August 2003 - January 2008
GMP Securities July 2002 - August 2003
Winspear Diamonds 1998 - 1999
Diavik Diamond Mines Inc. 1996 - 1997
Skills
Mining, Equities, Investments, Base Metals, Gold, Equity Research, Mineral Exploration, Geology, Financial Modeling, Equity Valuation, Valuation, Portfolio Management, Capital Markets, Due Diligence, Financial Analysis, Corporate Finance, Diamonds, Investment Banking, Silver, Palladium, Technology Metals, Sales, Platinum, Consulting, Business Development, Bloomberg, Public Speaking, Economic Geology, Metals, Precious Metals, Corporate Development, Coal, IPO, Mergers & Acquisitions
Education
The University of Western Ontario - Richard Ivey School of Business 1999 — 2001
Master of Business Administration (MBA)
Queen's University 1993 — 1996
Master of Science (MSc), Geology
University of Toronto 1989 — 1993
Bachelor of Science (BSc) with distinction, Geology
Dundee Capital Markets March 2014 - Present
Mackie Research Capital August 2011 - March 2014
Cormark Securities August 2009 - April 2011
Thomas Weisel Partners January 2008 - February 2009
Westwind Partners August 2003 - January 2008
GMP Securities July 2002 - August 2003
Winspear Diamonds 1998 - 1999
Diavik Diamond Mines Inc. 1996 - 1997
Skills
Mining, Equities, Investments, Base Metals, Gold, Equity Research, Mineral Exploration, Geology, Financial Modeling, Equity Valuation, Valuation, Portfolio Management, Capital Markets, Due Diligence, Financial Analysis, Corporate Finance, Diamonds, Investment Banking, Silver, Palladium, Technology Metals, Sales, Platinum, Consulting, Business Development, Bloomberg, Public Speaking, Economic Geology, Metals, Precious Metals, Corporate Development, Coal, IPO, Mergers & Acquisitions
Education
The University of Western Ontario - Richard Ivey School of Business 1999 — 2001
Master of Business Administration (MBA)
Queen's University 1993 — 1996
Master of Science (MSc), Geology
University of Toronto 1989 — 1993
Bachelor of Science (BSc) with distinction, Geology
Sean Cheah Sean Cheah's Westwind Partners Experience July 2004 - May 2005
Job Principal at CPP Investment Board
Industry Investment Management
Experience
CPP Investment Board April 2010 - Present
TD Securities September 2006 - April 2010
Genuity Capital Markets May 2005 - September 2006
Westwind Partners July 2004 - May 2005
Education
Queen's University 2000 — 2004
B.Comm, Finance
Uppsala universitet 2002 — 2002
Exchange Student (Sweden), Business
CPP Investment Board April 2010 - Present
TD Securities September 2006 - April 2010
Genuity Capital Markets May 2005 - September 2006
Westwind Partners July 2004 - May 2005
Education
Queen's University 2000 — 2004
B.Comm, Finance
Uppsala universitet 2002 — 2002
Exchange Student (Sweden), Business
Annick-Isabelle Marcoux's Westwind Partners Experience January 2003 - January 2006
Job President and CEO of the Mansfield Athletic Clubs and HardCandy Fitness Toronto
Industry Health, Wellness and Fitness
Experience
Mansfield Athletic Clubs, HardCandy Fitness Toronto July 2012 - Present
BMO Harris Private Banking February 2006 - July 2012
BMO Harris Private Banking February 2006 - October 2010
Westwind Partners January 2003 - January 2006
HSBC Securities August 1997 - April 2001
Montreal Exchange February 1993 - November 1997
Society for Worldwide Interbank Financial Telecommunication, BELGIUM 1991 - 1992
Skills
Equities, Operations Management, Driving Growth, Investment Strategies, Leadership, Thought Leadership, Expansion, Mobilization, Auto motivation/self..., Business Intelligence, Team Management, Driving Results, Investments, Private Banking, Stock Exchange, Asset Managment, Portfolio Management, Wealth Management, Business Strategy, Sales Management, Financial Services, Management, General Awesomeness, Wealth, Asset Management, Strategy, Business Development, Business Expansion, Finance, Strategic Planning
Education
McGill-HEC 2008 — 2010
EMBA, Executive MBA
Université de Montréal - HEC Montréal 1989 — 1992
BAA, Management / Finance /Entrepreneurship
Mansfield Athletic Clubs, HardCandy Fitness Toronto July 2012 - Present
BMO Harris Private Banking February 2006 - July 2012
BMO Harris Private Banking February 2006 - October 2010
Westwind Partners January 2003 - January 2006
HSBC Securities August 1997 - April 2001
Montreal Exchange February 1993 - November 1997
Society for Worldwide Interbank Financial Telecommunication, BELGIUM 1991 - 1992
Skills
Equities, Operations Management, Driving Growth, Investment Strategies, Leadership, Thought Leadership, Expansion, Mobilization, Auto motivation/self..., Business Intelligence, Team Management, Driving Results, Investments, Private Banking, Stock Exchange, Asset Managment, Portfolio Management, Wealth Management, Business Strategy, Sales Management, Financial Services, Management, General Awesomeness, Wealth, Asset Management, Strategy, Business Development, Business Expansion, Finance, Strategic Planning
Education
McGill-HEC 2008 — 2010
EMBA, Executive MBA
Université de Montréal - HEC Montréal 1989 — 1992
BAA, Management / Finance /Entrepreneurship
Alex Kulinchenko Alex Kulinchenko's Westwind Partners Experience April 2005 - December 2007
Job Senior Unified Communications Engineer at Kinross Gold Corporation
Industry Information Technology and Services
Experience
Kinross Gold Corporation January 2010 - Present
Alyans Consulting September 2009 - January 2010
Barzel Industries (formerly Novamerican Steel Canada Inc.) November 2008 - November 2009
Thomas Weisel Partners January 2008 - November 2008
Westwind Partners April 2005 - December 2007
Pandha Financial/IQON Financial 2003 - 2004
Skills
SharePoint, Integration, Vendor Management, SQL, Active Directory, VMware Infrastructure, Exchange Server..., Microsoft Exchange, Disaster Recovery, Servers, Cisco VoIP, Cisco UCS, Cisco Call Manager, Unity Connection, Video Conferencing, Nortel Meridian, Blackberry Enterprise..., VMware ESX, Cisco Technologies, Windows Server, Troubleshooting, Project Management, VMware, Telecommunications, DNS, VPN, Networking, DHCP, IT Operations, System Deployment, Operating Systems, Infrastructure, Security, Citrix, WAN, Software Installation, Microsoft SQL Server, Information Technology, Microsoft Technologies, Virtualization, Firewalls, LAN-WAN, IT Management, Microsoft Certified..., ITIL, Switches, Network Design, Network Administration, Unified Communications, Powershell
Education
Lakehead University 2004 — 2005
Bachelor of Business Administration (Honours), MIS, Finance
Humber College 2000 — 2001
Business Administration Diploma (honours), Finance, Economics
Assumption University 1997 — 1999
Bachelor of Business Administration (incomplete), Finance, Economics
Kinross Gold Corporation January 2010 - Present
Alyans Consulting September 2009 - January 2010
Barzel Industries (formerly Novamerican Steel Canada Inc.) November 2008 - November 2009
Thomas Weisel Partners January 2008 - November 2008
Westwind Partners April 2005 - December 2007
Pandha Financial/IQON Financial 2003 - 2004
Skills
SharePoint, Integration, Vendor Management, SQL, Active Directory, VMware Infrastructure, Exchange Server..., Microsoft Exchange, Disaster Recovery, Servers, Cisco VoIP, Cisco UCS, Cisco Call Manager, Unity Connection, Video Conferencing, Nortel Meridian, Blackberry Enterprise..., VMware ESX, Cisco Technologies, Windows Server, Troubleshooting, Project Management, VMware, Telecommunications, DNS, VPN, Networking, DHCP, IT Operations, System Deployment, Operating Systems, Infrastructure, Security, Citrix, WAN, Software Installation, Microsoft SQL Server, Information Technology, Microsoft Technologies, Virtualization, Firewalls, LAN-WAN, IT Management, Microsoft Certified..., ITIL, Switches, Network Design, Network Administration, Unified Communications, Powershell
Education
Lakehead University 2004 — 2005
Bachelor of Business Administration (Honours), MIS, Finance
Humber College 2000 — 2001
Business Administration Diploma (honours), Finance, Economics
Assumption University 1997 — 1999
Bachelor of Business Administration (incomplete), Finance, Economics
Neelam Brar's Westwind Partners Experience 2002 - 2004
Job Cofounder and CEO at District CoWork
Industry Hospitality
Experience
District Cowork June 2014 - Present
JM Financial (former JM Morgan Stanley) 2010 - 2012
Citigroup August 2005 - January 2009
Societe Generale October 2004 - August 2005
Westwind Partners 2002 - 2004
Morgan Stanley 2001 - 2002
Skills
Investment Banking, Valuation, Private Equity, Capital Markets, Equities, Financial Modeling, Investments, Hedge Funds, Corporate Finance, Asset Managment, Fixed Income, Alternative Investments, Due Diligence, Real Estate Acquisitions, investor presentations, Fundraising, Business Strategy, Strategy Implementation, Forecasting, Training, Strategic Hiring, Networking, Business Development, Mortgage Underwriting, International Real..., Emerging Markets, Global Management, Mergers & Acquisitions, Strategy, Management, Banking, Venture Capital, Entrepreneurship, Strategic Planning, Financial Analysis, Portfolio Management, Start-ups, Sales, Leadership, Finance, Marketing Strategy, Marketing, Strategic Partnerships
Education
Columbia Business School 2012 — 2014
Executive MBA
London Business School 2012 — 2014
MBA
Western University 1999 — 2001
HBA
The University of British Columbia 1997 — 1999
BSc Candidate
Crofton House High School 1992 — 1997
Honors
District Cowork June 2014 - Present
JM Financial (former JM Morgan Stanley) 2010 - 2012
Citigroup August 2005 - January 2009
Societe Generale October 2004 - August 2005
Westwind Partners 2002 - 2004
Morgan Stanley 2001 - 2002
Skills
Investment Banking, Valuation, Private Equity, Capital Markets, Equities, Financial Modeling, Investments, Hedge Funds, Corporate Finance, Asset Managment, Fixed Income, Alternative Investments, Due Diligence, Real Estate Acquisitions, investor presentations, Fundraising, Business Strategy, Strategy Implementation, Forecasting, Training, Strategic Hiring, Networking, Business Development, Mortgage Underwriting, International Real..., Emerging Markets, Global Management, Mergers & Acquisitions, Strategy, Management, Banking, Venture Capital, Entrepreneurship, Strategic Planning, Financial Analysis, Portfolio Management, Start-ups, Sales, Leadership, Finance, Marketing Strategy, Marketing, Strategic Partnerships
Education
Columbia Business School 2012 — 2014
Executive MBA
London Business School 2012 — 2014
MBA
Western University 1999 — 2001
HBA
The University of British Columbia 1997 — 1999
BSc Candidate
Crofton House High School 1992 — 1997
Honors
Paul Hess Paul Hess's Westwind Partners Experience March 1994 - Present
Job President, Hess Consulting Inc.
Industry Venture Capital & Private Equity
Experience
Westwind Partners March 1994 - Present
Rensselaer Alumni Network (RAN) November 2011 - Present
Entrepreneurial Advisory Board for RPI Alumni September 2010 - Present
Hess Consulting, Inc. April 1991 - Present
Yacht.com January 2008 - March 2013
ScholarOne, Inc. May 2001 - September 2006
HWS, Inc. 1994 - 1996
AbTech Corporation 1988 - 1991
Barron Associates, Inc. January 1985 - April 1988
Skills
Virtual Teams, Predictive Modeling, Leadership, Strategy, Data Analysis, Entrepreneurship, Venture Capital, Project Management, Business Strategy, Start-ups, Mergers & Acquisitions, Analysis, Product Management, RediPlus, Bloomberg Terminal, Bitcoin, Investments, Portfolio Management, E-commerce, Management, Business Analysis, Networking, Consulting, Business Development, Valuation, Marketing, Data Mining, Product Development, Mentoring, Analytics, Hedge Funds, Financial Modeling, Executive Management, Corporate Development, Agile Project Management
Education
Rensselaer Polytechnic Institute 1982 — 1986
Computer Science, Computer Science, Psychology, Communication
Robert E. Lamberton 1978 — 1982
Westwind Partners March 1994 - Present
Rensselaer Alumni Network (RAN) November 2011 - Present
Entrepreneurial Advisory Board for RPI Alumni September 2010 - Present
Hess Consulting, Inc. April 1991 - Present
Yacht.com January 2008 - March 2013
ScholarOne, Inc. May 2001 - September 2006
HWS, Inc. 1994 - 1996
AbTech Corporation 1988 - 1991
Barron Associates, Inc. January 1985 - April 1988
Skills
Virtual Teams, Predictive Modeling, Leadership, Strategy, Data Analysis, Entrepreneurship, Venture Capital, Project Management, Business Strategy, Start-ups, Mergers & Acquisitions, Analysis, Product Management, RediPlus, Bloomberg Terminal, Bitcoin, Investments, Portfolio Management, E-commerce, Management, Business Analysis, Networking, Consulting, Business Development, Valuation, Marketing, Data Mining, Product Development, Mentoring, Analytics, Hedge Funds, Financial Modeling, Executive Management, Corporate Development, Agile Project Management
Education
Rensselaer Polytechnic Institute 1982 — 1986
Computer Science, Computer Science, Psychology, Communication
Robert E. Lamberton 1978 — 1982
Chad Macdonald Chad Macdonald's Westwind Partners Experience January 2002 - November 2003
Job Institutional Equity Trader at Macquarie Group
Industry Investment Banking
Experience
Macquarie Group October 2014 - Present
Canaccord Genuity Inc. October 2005 - October 2014
UBS Investment Bank November 2003 - November 2005
Westwind Partners January 2002 - November 2003
Skills
Equities, Capital Markets, Investments, Financial Modeling, Bloomberg, Valuation, Trading, Hedge Funds, Portfolio Management, Financial Analysis
Education
Colgate University 1996 — 2001
Bachelor of Arts (B.A.), Geology
Colgate University 1996 — 2001
Macquarie Group October 2014 - Present
Canaccord Genuity Inc. October 2005 - October 2014
UBS Investment Bank November 2003 - November 2005
Westwind Partners January 2002 - November 2003
Skills
Equities, Capital Markets, Investments, Financial Modeling, Bloomberg, Valuation, Trading, Hedge Funds, Portfolio Management, Financial Analysis
Education
Colgate University 1996 — 2001
Bachelor of Arts (B.A.), Geology
Colgate University 1996 — 2001
Christopher LeGrow Christopher LeGrow's Westwind Partners Experience 2007 - 2008
Job Advisor, Planning & Reserves at NuVista Energy Ltd.
Industry Oil & Energy
Experience
NuVista Energy Ltd. October 2013 - Present
NuVista Energy Ltd. October 2012 - October 2013
PI Financial Corp. 2010 - 2012
Blackmont Capital 2008 - 2010
Westwind Partners 2007 - 2008
ConocoPhillips 2005 - 2007
Skills
Time Management, Financial Modeling, Presentation Development, Communication, Financial Analysis, Report Writing, Problem Solving, Microsoft Office, Bloomberg, Valuation, Competitive Analysis, Capital Markets Analysis, Corporate Budgeting, Forecasting, Reserve Analysis
Education
The University of Calgary 2010 — 2012
Master of Business Administration (MBA), Finance
The University of Calgary 2001 — 2005
Bachelor of Commerce (B.Com.), Finance and Risk Management
University of South Australia 2004 — 2004
Bachelor of Commerce (B.Com.)
NuVista Energy Ltd. October 2013 - Present
NuVista Energy Ltd. October 2012 - October 2013
PI Financial Corp. 2010 - 2012
Blackmont Capital 2008 - 2010
Westwind Partners 2007 - 2008
ConocoPhillips 2005 - 2007
Skills
Time Management, Financial Modeling, Presentation Development, Communication, Financial Analysis, Report Writing, Problem Solving, Microsoft Office, Bloomberg, Valuation, Competitive Analysis, Capital Markets Analysis, Corporate Budgeting, Forecasting, Reserve Analysis
Education
The University of Calgary 2010 — 2012
Master of Business Administration (MBA), Finance
The University of Calgary 2001 — 2005
Bachelor of Commerce (B.Com.), Finance and Risk Management
University of South Australia 2004 — 2004
Bachelor of Commerce (B.Com.)
Craig Sanger Craig Sanger's Westwind Partners Experience August 2009 - Present
Job Managing Partner at Westwind Partners
Industry Staffing and Recruiting
Experience
Westwind Partners August 2009 - Present
Cromwell Partners July 2006 - September 2009
Canny, Bowen Inc January 2005 - June 2006
360 Search Advisors Inc November 1999 - December 2004
UBS Securities May 1993 - May 1996
Chase Securities, Inc March 1990 - May 1993
Bear Stearns & Company, Inc. December 1984 - March 1990
Skills
Investment Banking, Capital Markets, Asset Managment, Trading, Mergers, Executive Search, Risk Management, Fixed Income, Recruiting, Mergers & Acquisitions, Securities, Structured Products, Management, Structured Finance, Hedge Funds, Asset Management, Financial Services, Executive Management, Investments, Start-ups, Financial Risk
Education
Bowdoin College 1973 — 1977
BA, History
Noble and Greenough School 1969 — 1973
Westwind Partners August 2009 - Present
Cromwell Partners July 2006 - September 2009
Canny, Bowen Inc January 2005 - June 2006
360 Search Advisors Inc November 1999 - December 2004
UBS Securities May 1993 - May 1996
Chase Securities, Inc March 1990 - May 1993
Bear Stearns & Company, Inc. December 1984 - March 1990
Skills
Investment Banking, Capital Markets, Asset Managment, Trading, Mergers, Executive Search, Risk Management, Fixed Income, Recruiting, Mergers & Acquisitions, Securities, Structured Products, Management, Structured Finance, Hedge Funds, Asset Management, Financial Services, Executive Management, Investments, Start-ups, Financial Risk
Education
Bowdoin College 1973 — 1977
BA, History
Noble and Greenough School 1969 — 1973
Madhav Hari's Westwind Partners Experience July 2002 - December 2005
Job Director at Standard and Poor's
Industry Financial Services
Experience
Standard and Poor's March 2006 - Present
Westwind Partners July 2002 - December 2005
C.E. Unterberg, Towbin July 2000 - January 2002
National Bank Financial June 1996 - June 2000
Skills
Capital Markets
Education
Wilfrid Laurier University 1993 — 1994
MBA, Finance
St. Stephen's College
BS, Mathematics
University of Ottawa
BS, Mathematics
Standard and Poor's March 2006 - Present
Westwind Partners July 2002 - December 2005
C.E. Unterberg, Towbin July 2000 - January 2002
National Bank Financial June 1996 - June 2000
Skills
Capital Markets
Education
Wilfrid Laurier University 1993 — 1994
MBA, Finance
St. Stephen's College
BS, Mathematics
University of Ottawa
BS, Mathematics
Marie Millien's Westwind Partners Experience 2004 - 2006
Job Analyst at MM Research
Industry Financial Services
Experience
MM Research August 2009 - Present
RBC CM May 2006 - June 2008
Westwind Partners 2004 - 2006
State Street Global Advisors January 2001 - November 2003
Bimcor Inc 1998 - 2000
Hydro Québec 1995 - 1998
Caisse de dépôt et placement du Québec 1988 - 1995
Skills
Investments, Portfolio Management, Equity Research, Equities, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, Real Estate, Financial Markets, Investment Strategies, Trading, Finance, Bloomberg, Financial Services, Investment Banking, Hedge Funds, Equity Valuation, Fixed Income
Education
CFA Institute 1987 — 1989
CFA, Finance
Ordre des CGA du Québec 1985 — 1986
cga, Accounting
HEC Montréal 1980 — 1983
BAA, Accounting
Lycee Labourdonnais
Maths and Physics
MM Research August 2009 - Present
RBC CM May 2006 - June 2008
Westwind Partners 2004 - 2006
State Street Global Advisors January 2001 - November 2003
Bimcor Inc 1998 - 2000
Hydro Québec 1995 - 1998
Caisse de dépôt et placement du Québec 1988 - 1995
Skills
Investments, Portfolio Management, Equity Research, Equities, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, Real Estate, Financial Markets, Investment Strategies, Trading, Finance, Bloomberg, Financial Services, Investment Banking, Hedge Funds, Equity Valuation, Fixed Income
Education
CFA Institute 1987 — 1989
CFA, Finance
Ordre des CGA du Québec 1985 — 1986
cga, Accounting
HEC Montréal 1980 — 1983
BAA, Accounting
Lycee Labourdonnais
Maths and Physics
Tom Briant's Westwind Partners Experience May 2003 - January 2005
Job President at Thomas Briant Investment Corp.
Industry Financial Services
Experience
Thomas Briant Investment Corp. June 2010 - Present
Genuity Capital Markets February 2005 - May 2010
Westwind Partners May 2003 - January 2005
Merrill Lynch Canada Inc. May 1998 - April 2003
TSX Group 1989 - 1999
Toronto Stock Exchange 1989 - 1999
Education
McMaster University 1976 — 1980
B.Comm, Business
Thomas Briant Investment Corp. June 2010 - Present
Genuity Capital Markets February 2005 - May 2010
Westwind Partners May 2003 - January 2005
Merrill Lynch Canada Inc. May 1998 - April 2003
TSX Group 1989 - 1999
Toronto Stock Exchange 1989 - 1999
Education
McMaster University 1976 — 1980
B.Comm, Business
Mary Ann Stumpf's Westwind Partners Experience 2005 - 2006
Job Senior Policy Advisor at Ministry of Training, Colleges and Universities
Industry Government Administration
Experience
Government of Ontario 2006 - Present
Westwind Partners 2005 - 2006
The Michener Institute for Applied Health Sciences 2003 - 2005
UBS Bunting Warburg 1995 - 2002
Cornell University 1989 - 1991
Universität Konstanz 1987 - 1989
Skills
Strategic Communications, Research, Non-profits, Policy Analysis, Government, Public Policy, Public Speaking, Community Development, Nonprofits, Policy, Program Evaluation, Community Outreach, Analysis, Qualitative Research, Governance, Politics, French, Report Writing, Leadership, Program Development
Education
Imperial College London
Doctor of Philosophy (D.Phil.), Plant Pathology/Phytopathology
Univerity of Toronto
Master of Science (M.Sc.), Plant Pathology/Phytopathology
University of Toronto
Bachelor of Science, Biology
The University of Western Ontario
Bachelor of Education (B.Ed.)
Government of Ontario 2006 - Present
Westwind Partners 2005 - 2006
The Michener Institute for Applied Health Sciences 2003 - 2005
UBS Bunting Warburg 1995 - 2002
Cornell University 1989 - 1991
Universität Konstanz 1987 - 1989
Skills
Strategic Communications, Research, Non-profits, Policy Analysis, Government, Public Policy, Public Speaking, Community Development, Nonprofits, Policy, Program Evaluation, Community Outreach, Analysis, Qualitative Research, Governance, Politics, French, Report Writing, Leadership, Program Development
Education
Imperial College London
Doctor of Philosophy (D.Phil.), Plant Pathology/Phytopathology
Univerity of Toronto
Master of Science (M.Sc.), Plant Pathology/Phytopathology
University of Toronto
Bachelor of Science, Biology
The University of Western Ontario
Bachelor of Education (B.Ed.)
Alka Patel's Westwind Partners Experience 2002 - 2005
Job Financial Analyst – International Equity Group at CN Investment Division
Industry Investment Management
Experience
CN Investment Division January 2009 - Present
Westwind Partners 2002 - 2005
Bimcor 2001 - 2002
Bimcor 2001 - 2002
Education
Concordia University
CN Investment Division January 2009 - Present
Westwind Partners 2002 - 2005
Bimcor 2001 - 2002
Bimcor 2001 - 2002
Education
Concordia University
Paul Gorman's Westwind Partners Experience 2006 - 2007
Job Investment Banking at CIBC World Markets
Industry Banking
Experience
CIBC World Markets February 2011 - Present
Dundee Securities March 2010 - January 2011
Desjardins Securities 2008 - March 2010
National Bank Financial 2007 - 2008
Westwind Partners 2006 - 2007
Skills
Equity Research, Valuation, Financial Modeling, Biotechnology, Capital Markets, Investment Banking, Corporate Finance
Education
University of Toronto 2002 — 2006
PhD, Medical Biophysics
University of Toronto 1999 — 2002
MSc, Medical Biophysics
Queen's University 1995 — 1999
BSc, Biochemistry
CFA Institute
CIBC World Markets February 2011 - Present
Dundee Securities March 2010 - January 2011
Desjardins Securities 2008 - March 2010
National Bank Financial 2007 - 2008
Westwind Partners 2006 - 2007
Skills
Equity Research, Valuation, Financial Modeling, Biotechnology, Capital Markets, Investment Banking, Corporate Finance
Education
University of Toronto 2002 — 2006
PhD, Medical Biophysics
University of Toronto 1999 — 2002
MSc, Medical Biophysics
Queen's University 1995 — 1999
BSc, Biochemistry
CFA Institute
Kent Pearson's Westwind Partners Experience 2002 - 2004
Job Mining Advisory and Management
Industry Mining & Metals
Experience
Locarno Advisory Inc. 2008 - Present
Jennings Capital 2004 - 2008
Westwind Partners 2002 - 2004
Dominion Bond Rating Service 2000 - 2001
Midland Walwyn Inc/Merrill Lynch Canada 1996 - 2000
RBC Dominion Securities December 1995 - June 1996
Noranda Exploration Company 1994 - 1994
Bethlehem Resouces 1990 - 1993
Noranda Exploration Company 1987 - 1990
Skills
Investment Banking, Investor Relations, Mining, IPO, Valuation, Financial Modeling, Base Metals, Corporate Development, Corporate Finance, Geology, Mergers, Professional Mentoring
Education
Queen's University
Master's of Business Administration
University of Alberta
BSc Specialization Geology
Locarno Advisory Inc. 2008 - Present
Jennings Capital 2004 - 2008
Westwind Partners 2002 - 2004
Dominion Bond Rating Service 2000 - 2001
Midland Walwyn Inc/Merrill Lynch Canada 1996 - 2000
RBC Dominion Securities December 1995 - June 1996
Noranda Exploration Company 1994 - 1994
Bethlehem Resouces 1990 - 1993
Noranda Exploration Company 1987 - 1990
Skills
Investment Banking, Investor Relations, Mining, IPO, Valuation, Financial Modeling, Base Metals, Corporate Development, Corporate Finance, Geology, Mergers, Professional Mentoring
Education
Queen's University
Master's of Business Administration
University of Alberta
BSc Specialization Geology
Tennyson Cho's Westwind Partners Experience July 2005 - January 2007
Job Vice President at TD
Industry Financial Services
Experience
TD January 2015 - Present
TD January 2013 - Present
TD Securities April 2010 - December 2012
Richardson Capital Partners Limited January 2009 - April 2010
TD July 2008 - January 2009
TD January 2007 - July 2008
Westwind Partners July 2005 - January 2007
Skills
Investment Banking, Capital Markets, Financial Modeling, Equities, Valuation, Corporate Finance, Investments, Fixed Income, Financial Analysis, Due Diligence, Banking, Mergers, Credit Analysis, Credit Risk, Credit, Portfolio Management, Derivatives
Education
Queen's University 2001 — 2005
Commerce, Finance, Economics
Lorne Park Secondary
Lorne Park Secondary
TD January 2015 - Present
TD January 2013 - Present
TD Securities April 2010 - December 2012
Richardson Capital Partners Limited January 2009 - April 2010
TD July 2008 - January 2009
TD January 2007 - July 2008
Westwind Partners July 2005 - January 2007
Skills
Investment Banking, Capital Markets, Financial Modeling, Equities, Valuation, Corporate Finance, Investments, Fixed Income, Financial Analysis, Due Diligence, Banking, Mergers, Credit Analysis, Credit Risk, Credit, Portfolio Management, Derivatives
Education
Queen's University 2001 — 2005
Commerce, Finance, Economics
Lorne Park Secondary
Lorne Park Secondary
Jhad Friesen's Westwind Partners Experience September 2006 - July 2007
Job Equity Sales
Industry Investment Banking
Experience
CIBC World Markets April 2010 - Present
Desjardins Securities July 2007 - March 2010
Westwind Partners September 2006 - July 2007
Education
Queen's University 1993 — 1997
B.Comm
CIBC World Markets April 2010 - Present
Desjardins Securities July 2007 - March 2010
Westwind Partners September 2006 - July 2007
Education
Queen's University 1993 — 1997
B.Comm
Donna Major's Westwind Partners Experience May 2002 - December 2004
Job Analyst
Industry Computer Software
Experience
Burger King Restaurants of Canada August 2007 - November 2010
Westwind Partners May 2002 - December 2004
Education
Humber College 2011 — 2011
Oracle 11g SQL
Investment Dealers Association 1994 — 1994
Canadian Securities Certificate
George Brown College
Legal Administration
Burger King Restaurants of Canada August 2007 - November 2010
Westwind Partners May 2002 - December 2004
Education
Humber College 2011 — 2011
Oracle 11g SQL
Investment Dealers Association 1994 — 1994
Canadian Securities Certificate
George Brown College
Legal Administration
Matthew Flynn's Westwind Partners Experience 2005 - 2006
Job Vice President, Client Wealth Management at Gluskin Sheff
Industry Financial Services
Experience
Gluskin Sheff September 2015 - Present
Morgan Stanley June 2006 - August 2015
Westwind Partners 2005 - 2006
Education
Schulich School of Business 2001 — 2005
MBA, Finance
York University - Osgoode Hall Law School 2001 — 2005
Law
Cornell University 1996 — 2000
BA, History
H'97
Upper Canada College
Gluskin Sheff September 2015 - Present
Morgan Stanley June 2006 - August 2015
Westwind Partners 2005 - 2006
Education
Schulich School of Business 2001 — 2005
MBA, Finance
York University - Osgoode Hall Law School 2001 — 2005
Law
Cornell University 1996 — 2000
BA, History
H'97
Upper Canada College