Wolverton Securities
Industry: Company
DescriptionFounded: 1910 Parent organization: PI Financial Corp. Subsidiaries: Wolverton Securities Ltd, Asset Management Arm, Wolverton Securities (USA), Ltd., Wolverton Capital MarketsFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outside Permanently closed Wolverton Securities Ltd is recorded closed at this location. If it's incorrectly closed, please report it.Thanks for improving Google. We'll review your report about this location. Something went wrong. We were not able to submit the request.ReportWolverton Securities LtdDirections Saved (0) Saved Save Financial consultant in Vancouver, British Columbia Address: 777 Dunsmuir St #1700, Vancouver, BC V7Y 1J5, Canada Province: British Columbia Phone: +1 604-622-1000: : : Website: : : Category: Place name: : Own this business?
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Wolverton Securities Employees
Employee
Years
Job
Industry
Kevin E. Shum Kevin E. Shum's Wolverton Securities Experience 2004 - Present
Job Investment Advisor at Wolverton Securities
Industry Financial Services
Experience
Wolverton Securities 2004 - Present
Canaccord Financial 1999 - 2004
Brink Hudson 1996 - 1999
Skills
Information Assurance, Equities, Mutual Funds, Securities, Strategic Financial..., Venture Capital, Capital Markets, Corporate Finance, Investor Relations, Private Equity, Investments, Asset Allocation, Investment Advisory, Alternative Investments, Equity Research, Hedge Funds
Education
The University of British Columbia 1987 — 1989
Bachelor of Commerce (B.Com.), Marketing
British Columbia Institute of Technology 1986 — 1988
DiplT, marketing
Wolverton Securities 2004 - Present
Canaccord Financial 1999 - 2004
Brink Hudson 1996 - 1999
Skills
Information Assurance, Equities, Mutual Funds, Securities, Strategic Financial..., Venture Capital, Capital Markets, Corporate Finance, Investor Relations, Private Equity, Investments, Asset Allocation, Investment Advisory, Alternative Investments, Equity Research, Hedge Funds
Education
The University of British Columbia 1987 — 1989
Bachelor of Commerce (B.Com.), Marketing
British Columbia Institute of Technology 1986 — 1988
DiplT, marketing
Amin Memar-Nejad Amin Memar-Nejad's Wolverton Securities Experience 2010 - 2014
Job Network Administrator at Wolverton Securities Ltd.
Industry Information Technology and Services
Experience
Wolverton Securities Ltd. July 2010 - Present
Wolverton Securities 2010 - 2014
Skills
Cisco Technologies, Networking, Active Directory, Help Desk Support, Virtualization, Software Installation, Network Administration, Disaster Recovery, Windows Server, Microsoft SQL Server, VPN, System Administration, Microsoft Exchange
Education
British Columbia Institute of Technology / BCIT 2009 — 2010
Diploma of Technical Studies, Information Technology
Wolverton Securities Ltd. July 2010 - Present
Wolverton Securities 2010 - 2014
Skills
Cisco Technologies, Networking, Active Directory, Help Desk Support, Virtualization, Software Installation, Network Administration, Disaster Recovery, Windows Server, Microsoft SQL Server, VPN, System Administration, Microsoft Exchange
Education
British Columbia Institute of Technology / BCIT 2009 — 2010
Diploma of Technical Studies, Information Technology
Blaine Parks Blaine Parks's Wolverton Securities Experience January 2015 - Present
Job Senior Investment Advisor at Wolverton Securities
Industry Financial Services
Experience
Wolverton Securities January 2015 - Present
Mackie Research Capital November 2007 - January 2015
Wolverton Securities February 2003 - November 2007
Pacific International Securities February 2000 - February 2003
McDermid St. Lawrence April 1991 - February 2000
Merrill Lynch October 1985 - April 1991
McDermid Miller McDermid October 1980 - October 1985
Skills
Investments, Wealth Management, Equities, Investment Advisory, Portfolio Management, Mutual Funds, Securities, Finance, Options, Financial Advisory, ETFs, Bonds, Trading, Due Diligence
Education
Canadian Securities Institute
Partners, Directors and Senior Officers Course
Canadian Securities Institute
Effective Management Seminar
Canadian Securities Institute
Options Supervisor's Course
Canadian Securities Institute
Branch Manager's Examination Course
Canadian Securities Institute
Canadian Futures Exam (Parts 1 and 2)
Canadian Securities Institute
Canadian Options Course
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
Examination based on Manual for Registered Representatives (RR Exam)
University of Calgary 1976 — 1980
Bachelor of Commerce (B.Com.), Finance
Wolverton Securities January 2015 - Present
Mackie Research Capital November 2007 - January 2015
Wolverton Securities February 2003 - November 2007
Pacific International Securities February 2000 - February 2003
McDermid St. Lawrence April 1991 - February 2000
Merrill Lynch October 1985 - April 1991
McDermid Miller McDermid October 1980 - October 1985
Skills
Investments, Wealth Management, Equities, Investment Advisory, Portfolio Management, Mutual Funds, Securities, Finance, Options, Financial Advisory, ETFs, Bonds, Trading, Due Diligence
Education
Canadian Securities Institute
Partners, Directors and Senior Officers Course
Canadian Securities Institute
Effective Management Seminar
Canadian Securities Institute
Options Supervisor's Course
Canadian Securities Institute
Branch Manager's Examination Course
Canadian Securities Institute
Canadian Futures Exam (Parts 1 and 2)
Canadian Securities Institute
Canadian Options Course
Canadian Securities Institute
Canadian Securities Course
Canadian Securities Institute
Examination based on Manual for Registered Representatives (RR Exam)
University of Calgary 1976 — 1980
Bachelor of Commerce (B.Com.), Finance
Peter Moes Peter Moes's Wolverton Securities Experience January 1985 - November 1986
Job Financial Planning Consultant at CIBC Wealth Management
Industry Investment Management
Experience
CIBC Financial Planning April 1995 - Present
CIBC Wealth Management 1995 - Present
TD Greenline January 1990 - March 1995
Wolverton Securities January 1985 - November 1986
Skills
Wealth Management, Retirement Planning, Financial Planning, Asset Allocation, Investment Strategies, Investments, Mutual Funds, Estate Planning, Portfolio Management, Private Banking, Asset Management, Fixed Income, Equities, Securities, Strategic Financial..., Trusts, Financial Advisory, Financial Planners, Investment Advisory, Wealth Management..., Investment Management, Alternative Investments, Retirement, Financial Services, Bonds, Certified Financial..., Personal Finance, High Net Worth..., Pensions, ETFs, Options, Personal Financial..., Relationship Management, Mortgage Lending, Funding, Wealth, Credit, Banking
Education
McGill University 1982 — 1985
Bachelor's degree, Political Science and Government
Langara College 1981 — 1982
diploma, Liberal Arts and Sciences/Liberal Studies
CIBC Financial Planning April 1995 - Present
CIBC Wealth Management 1995 - Present
TD Greenline January 1990 - March 1995
Wolverton Securities January 1985 - November 1986
Skills
Wealth Management, Retirement Planning, Financial Planning, Asset Allocation, Investment Strategies, Investments, Mutual Funds, Estate Planning, Portfolio Management, Private Banking, Asset Management, Fixed Income, Equities, Securities, Strategic Financial..., Trusts, Financial Advisory, Financial Planners, Investment Advisory, Wealth Management..., Investment Management, Alternative Investments, Retirement, Financial Services, Bonds, Certified Financial..., Personal Finance, High Net Worth..., Pensions, ETFs, Options, Personal Financial..., Relationship Management, Mortgage Lending, Funding, Wealth, Credit, Banking
Education
McGill University 1982 — 1985
Bachelor's degree, Political Science and Government
Langara College 1981 — 1982
diploma, Liberal Arts and Sciences/Liberal Studies
Marty Marshall Marty Marshall's Wolverton Securities Experience September 2005 - Present
Job Portfolio Manager @ Wolverton Securities
Industry Financial Services
Experience
Wolverton Securities September 2005 - Present
Skills
Business Development, Banking, Change Management, Start-ups
Education
The University of Calgary
BA, Economics
Wolverton Securities September 2005 - Present
Skills
Business Development, Banking, Change Management, Start-ups
Education
The University of Calgary
BA, Economics
Chris Wardle Chris Wardle's Wolverton Securities Experience May 2014 - Present
Job Vice President, Investment Advisor, Wolverton Securities
Industry Financial Services
Experience
Wolverton Securities May 2014 - Present
Education
British Columbia Institute of Technology 1985 — 1991
Financial Management
Wolverton Securities May 2014 - Present
Education
British Columbia Institute of Technology 1985 — 1991
Financial Management
James Cettiga James Cettiga's Wolverton Securities Experience September 2012 - Present
Job Investment Advisor at Wolverton Securities
Industry Financial Services
Experience
Wolverton Securities September 2012 - Present
Union Securities November 1999 - September 2012
Servus Credit Union September 1993 - February 1999
Skills
Portfolio Management, Investments, Equities, Mutual Funds, Asset Management, Wealth Management, Derivatives, Bonds, Financial Analysis, Trading, Retirement Planning, Options, Financial Planning, Investment Advisory, Alternative Investments, Strategic Financial..., Capital Markets, Fixed Income, Investment Banking, Securities, Valuation, Investment Strategies, Investor Relations, Financial Modeling, Corporate Finance, Venture Capital, Asset Allocation, Financial Services, Risk Management, Finance, Hedge Funds, Investment Management, Mergers & Acquisitions, Equity Research, Financial Markets, ETFs, Wealth, Pensions
Education
Canadian Securities Institute 2004 — 2005
CIM, Portfolio Managment
University of Alberta 1989 — 1994
BA, Economics and Math
Wolverton Securities September 2012 - Present
Union Securities November 1999 - September 2012
Servus Credit Union September 1993 - February 1999
Skills
Portfolio Management, Investments, Equities, Mutual Funds, Asset Management, Wealth Management, Derivatives, Bonds, Financial Analysis, Trading, Retirement Planning, Options, Financial Planning, Investment Advisory, Alternative Investments, Strategic Financial..., Capital Markets, Fixed Income, Investment Banking, Securities, Valuation, Investment Strategies, Investor Relations, Financial Modeling, Corporate Finance, Venture Capital, Asset Allocation, Financial Services, Risk Management, Finance, Hedge Funds, Investment Management, Mergers & Acquisitions, Equity Research, Financial Markets, ETFs, Wealth, Pensions
Education
Canadian Securities Institute 2004 — 2005
CIM, Portfolio Managment
University of Alberta 1989 — 1994
BA, Economics and Math
Robb Hawn Robb Hawn's Wolverton Securities Experience September 2012 - Present
Job Investment Advisor at Wolverton Securities
Industry Financial Services
Experience
Wolverton Securities September 2012 - Present
Union Securities Ltd November 2000 - September 2012
Georgia Pacific Securities May 1998 - November 2000
Global Securities August 1996 - May 1998
Skills
Financial Analysis, Wealth Management, Mutual Funds, Investment Advisory, Investments, Politics, Market Risk, Non-profits, Fundraising, Financial Modeling, Capital Markets, Alternative Investments, Corporate Finance, Securities, Investment Management, Asset Managment, Bonds, Financial Advisory, Investor Relations, Options, Retirement Planning, Strategic Financial..., Business Planning, Portfolio Management, Investment Strategies, Stocks, Valuation, Investment Banking, Equity Trading, Asset Allocation, Hedge Funds, Venture Capital, Equity Research, Financial Markets, Financial Planning, Asset Management
Education
Bishop's University
Economics
Wolverton Securities September 2012 - Present
Union Securities Ltd November 2000 - September 2012
Georgia Pacific Securities May 1998 - November 2000
Global Securities August 1996 - May 1998
Skills
Financial Analysis, Wealth Management, Mutual Funds, Investment Advisory, Investments, Politics, Market Risk, Non-profits, Fundraising, Financial Modeling, Capital Markets, Alternative Investments, Corporate Finance, Securities, Investment Management, Asset Managment, Bonds, Financial Advisory, Investor Relations, Options, Retirement Planning, Strategic Financial..., Business Planning, Portfolio Management, Investment Strategies, Stocks, Valuation, Investment Banking, Equity Trading, Asset Allocation, Hedge Funds, Venture Capital, Equity Research, Financial Markets, Financial Planning, Asset Management
Education
Bishop's University
Economics
Derek Wood Derek Wood's Wolverton Securities Experience June 2010 - September 2014
Job Account Manager/ President at Conduit Investor Relations Ltd.
Industry Financial Services
Experience
Conduit Investor Relations Ltd. September 2014 - Present
Wolverton Securities June 2010 - September 2014
Union Securities May 2010 - April 2012
investment advisor April 2010 - April 2012
Northern Securities 2004 - 2010
Wolverton Securities 2001 - 2003
RBC May 1998 - January 2000
action direct 1996 - 2000
georgia pacific securities 1992 - 1992
Skills
Private Placements, Wealth Management, Asset Management, Investments, Equities, Securities, Capital Markets, Alternative Investments, Investor Relations, Private Equity, Portfolio Management, Investment Strategies, Investment Advisory, Trading, Venture Capital, Investment Banking, Mutual Funds, Corporate Finance, Hedge Funds, Financial Advisory, Due Diligence
Education
Canadian Securitis Institute 1991 — 2006
Fellow Of the Canadian Securities Institute, Finance and Financial Management Services
Algonquin College of Applied Arts and Technology 1993 — 1996
business diploma, small business
Sir robert Borden HS 1984 — 1988
osgd
Conduit Investor Relations Ltd. September 2014 - Present
Wolverton Securities June 2010 - September 2014
Union Securities May 2010 - April 2012
investment advisor April 2010 - April 2012
Northern Securities 2004 - 2010
Wolverton Securities 2001 - 2003
RBC May 1998 - January 2000
action direct 1996 - 2000
georgia pacific securities 1992 - 1992
Skills
Private Placements, Wealth Management, Asset Management, Investments, Equities, Securities, Capital Markets, Alternative Investments, Investor Relations, Private Equity, Portfolio Management, Investment Strategies, Investment Advisory, Trading, Venture Capital, Investment Banking, Mutual Funds, Corporate Finance, Hedge Funds, Financial Advisory, Due Diligence
Education
Canadian Securitis Institute 1991 — 2006
Fellow Of the Canadian Securities Institute, Finance and Financial Management Services
Algonquin College of Applied Arts and Technology 1993 — 1996
business diploma, small business
Sir robert Borden HS 1984 — 1988
osgd
Doru Stancu Doru Stancu's Wolverton Securities Experience May 2000 - June 2001
Job Regional Manager Corporate IT, Field Services, West America (US and Canada) at Bosch
Industry Information Technology and Services
Experience
Bosch August 2014 - Present
Bosch November 2012 - July 2014
Bosch January 2011 - November 2012
Bosch Security Systems August 2007 - February 2011
DDS Wireless International June 2001 - August 2007
Wolverton Securities May 2000 - June 2001
Skills
Business Analysis, Process Improvement, Requirements Analysis, Project Management, Team Leadership, Cross-functional Team..., Product Management, Vendor Management, ERP, Business Intelligence, Maintenance & Repair, IT Management, IT Strategy, Management, Six Sigma, Business Process..., Integration, Project Portfolio..., Project Planning, Leadership, Business Strategy, Security, Team Management, IT Service Management, CRM, Software Project..., Networking, Mobile Devices, Business Process, Program Management, Resource Management, Training
Education
Sauder School of Business at UBC 2005 — 2007
Master of Business Administration, Strategic Management
CDI College 1999 — 2001
Diploma, Information Technology Management
Brasov University 1985 — 1990
Diploma Engineer, Natural Resources Management
Bosch August 2014 - Present
Bosch November 2012 - July 2014
Bosch January 2011 - November 2012
Bosch Security Systems August 2007 - February 2011
DDS Wireless International June 2001 - August 2007
Wolverton Securities May 2000 - June 2001
Skills
Business Analysis, Process Improvement, Requirements Analysis, Project Management, Team Leadership, Cross-functional Team..., Product Management, Vendor Management, ERP, Business Intelligence, Maintenance & Repair, IT Management, IT Strategy, Management, Six Sigma, Business Process..., Integration, Project Portfolio..., Project Planning, Leadership, Business Strategy, Security, Team Management, IT Service Management, CRM, Software Project..., Networking, Mobile Devices, Business Process, Program Management, Resource Management, Training
Education
Sauder School of Business at UBC 2005 — 2007
Master of Business Administration, Strategic Management
CDI College 1999 — 2001
Diploma, Information Technology Management
Brasov University 1985 — 1990
Diploma Engineer, Natural Resources Management
Rick Yuck Rick Yuck's Wolverton Securities Experience September 2011 - Present
Job Stock Broker at Wolverton Securities
Industry Investment Management
Experience
Wolverton Securities September 2011 - Present
P I Fianancial Corp September 2008 - September 2011
Education
Algonquin College of Applied Arts and Technology 1971 — 1973
Business Administration, Business
Wolverton Securities September 2011 - Present
P I Fianancial Corp September 2008 - September 2011
Education
Algonquin College of Applied Arts and Technology 1971 — 1973
Business Administration, Business
Diana Blake's Wolverton Securities Experience December 1997 - September 2007
Job Investment Advisor with Dundee Goodman Private Wealth
Industry Financial Services
Experience
Dundee Goodman Private Weatlth March 2014 - Present
Macquarie Group July 2013 - March 2014
Mackie Research Capital October 2007 - June 2013
Wolverton Securities December 1997 - September 2007
McDermid St. Lawrence 1993 - 1997
Skills
Securities, Investments, Equities, Capital Markets, IPO, Venture Capital, Alternative Investments, Hedge Funds, Mergers & Acquisitions, Trading, Private Equity, Corporate Finance, Investor Relations, Equity Research, Asset Management, Bonds, Entrepreneurship, Financial Services, Due Diligence, Portfolio Management
Education
The University of Calgary 1989 — 1993
Political Science
Dundee Goodman Private Weatlth March 2014 - Present
Macquarie Group July 2013 - March 2014
Mackie Research Capital October 2007 - June 2013
Wolverton Securities December 1997 - September 2007
McDermid St. Lawrence 1993 - 1997
Skills
Securities, Investments, Equities, Capital Markets, IPO, Venture Capital, Alternative Investments, Hedge Funds, Mergers & Acquisitions, Trading, Private Equity, Corporate Finance, Investor Relations, Equity Research, Asset Management, Bonds, Entrepreneurship, Financial Services, Due Diligence, Portfolio Management
Education
The University of Calgary 1989 — 1993
Political Science
Keith Punter, CFA Keith Punter, CFA's Wolverton Securities Experience February 2015 - Present
Job Chief Compliance Officer at Wolverton Securities
Industry Investment Management
Experience
Wolverton Securities February 2015 - Present
Canaccord Genuity Corp. June 2012 - January 2015
Investment Industry Regulatory Organization of Canada November 2001 - May 2012
Connor, Clark & Lunn Financial Group 1999 - 2001
ScotiaMcLeod 1997 - 1999
Urban Systems 1996 - 1997
Hara Associates 1994 - 1995
Skills
Financial Institutions, Trading, Compliance, Securities Law, Risk Management, Macroeconomics, Internal Audit, Policy, Audit, Auditing, Securities Regulation, Securities, Capital Markets, Corporate Governance, Hedge Funds, AML, Equities, Fixed Income, Derivatives, Private Equity, Due Diligence, Mutual Funds, Investments, Options, Asset Management, FINRA, Wealth Management, Financial Services, Investment Advisory, Portfolio Management
Education
Carleton University 1992 — 1993
Master of Arts (MA), Economics
Queen's University 1988 — 1992
Bachelor of Arts (Honours), Economics
Wolverton Securities February 2015 - Present
Canaccord Genuity Corp. June 2012 - January 2015
Investment Industry Regulatory Organization of Canada November 2001 - May 2012
Connor, Clark & Lunn Financial Group 1999 - 2001
ScotiaMcLeod 1997 - 1999
Urban Systems 1996 - 1997
Hara Associates 1994 - 1995
Skills
Financial Institutions, Trading, Compliance, Securities Law, Risk Management, Macroeconomics, Internal Audit, Policy, Audit, Auditing, Securities Regulation, Securities, Capital Markets, Corporate Governance, Hedge Funds, AML, Equities, Fixed Income, Derivatives, Private Equity, Due Diligence, Mutual Funds, Investments, Options, Asset Management, FINRA, Wealth Management, Financial Services, Investment Advisory, Portfolio Management
Education
Carleton University 1992 — 1993
Master of Arts (MA), Economics
Queen's University 1988 — 1992
Bachelor of Arts (Honours), Economics
Adam Brookes Adam Brookes's Wolverton Securities Experience February 2009 - May 2011
Job Investment Advisor at Richardson GMP
Industry Financial Services
Experience
Richardson GMP October 2013 - Present
Macquarie Private Wealth May 2011 - October 2013
Wolverton Securities February 2009 - May 2011
Skills
Investment Advisory, Wealth Management, Investments, Securities, Mutual Funds, Retirement Planning, Equities, Portfolio Management, Asset Management, Investment Strategies, Asset Allocation, Financial Analysis, Financial Advisory
Education
University of Athabasca
Bachelor of Management, Business, Management, Marketing, and Related Support Services
Red Deer College
Business Administration
Richardson GMP October 2013 - Present
Macquarie Private Wealth May 2011 - October 2013
Wolverton Securities February 2009 - May 2011
Skills
Investment Advisory, Wealth Management, Investments, Securities, Mutual Funds, Retirement Planning, Equities, Portfolio Management, Asset Management, Investment Strategies, Asset Allocation, Financial Analysis, Financial Advisory
Education
University of Athabasca
Bachelor of Management, Business, Management, Marketing, and Related Support Services
Red Deer College
Business Administration
Loveena Chera's Wolverton Securities Experience December 1994 - July 1999
Job Loveena Chera is a senior retail executive with expertise in brand marketing, merchandising and digital entertainment.
Industry Retail
Experience
Children's Wish Foundation July 2013 - Present
Best Buy Canada May 2011 - Present
Best Buy Canada April 2007 - May 2011
Best Buy Canada August 2004 - April 2007
Best Buy Canada May 2002 - August 2004
Prophecy Entertainment September 2000 - January 2002
Verida Internet Corp July 1999 - January 2001
Wolverton Securities December 1994 - July 1999
Datadial International 1994 - 1994
Interational Onword Learning Systems 1993 - 1994
Skills
Advertising, Online Marketing, Brand Management, Product Launch, Leadership, Social Media, Marketing, Creative Direction, Competitive Analysis, Marketing Communications, Retail, Strategy, Brand Development, Public Relations, Media Relations, Sales, Integrated Marketing, Merchandising, Cross-functional Team..., Social Media Marketing, Press Releases, Training, Strategic Thinking, E-commerce, Marketing Strategy, Management, Market Planning, Business Development, Event Management, Sponsorship, Product Marketing, Digital Marketing, Brand Awareness, Team Building, Strategic Planning, P&L Management, New Business Development, Team Leadership, Business Planning, Event Planning
Education
Queen's University 2007 — 2007
Executive Development Program - Leadership
Canadian Securities Institute 1998 — 1998
Certified Investment Management l (CIM l)
Canadian Securities Institute 1993 — 1994
Canadian Securities Program
Simon Fraser University 1988 — 1992
BA, Communications
Children's Wish Foundation July 2013 - Present
Best Buy Canada May 2011 - Present
Best Buy Canada April 2007 - May 2011
Best Buy Canada August 2004 - April 2007
Best Buy Canada May 2002 - August 2004
Prophecy Entertainment September 2000 - January 2002
Verida Internet Corp July 1999 - January 2001
Wolverton Securities December 1994 - July 1999
Datadial International 1994 - 1994
Interational Onword Learning Systems 1993 - 1994
Skills
Advertising, Online Marketing, Brand Management, Product Launch, Leadership, Social Media, Marketing, Creative Direction, Competitive Analysis, Marketing Communications, Retail, Strategy, Brand Development, Public Relations, Media Relations, Sales, Integrated Marketing, Merchandising, Cross-functional Team..., Social Media Marketing, Press Releases, Training, Strategic Thinking, E-commerce, Marketing Strategy, Management, Market Planning, Business Development, Event Management, Sponsorship, Product Marketing, Digital Marketing, Brand Awareness, Team Building, Strategic Planning, P&L Management, New Business Development, Team Leadership, Business Planning, Event Planning
Education
Queen's University 2007 — 2007
Executive Development Program - Leadership
Canadian Securities Institute 1998 — 1998
Certified Investment Management l (CIM l)
Canadian Securities Institute 1993 — 1994
Canadian Securities Program
Simon Fraser University 1988 — 1992
BA, Communications
Vladislav Vlad, MBA, P.Eng. Vladislav Vlad, MBA, P.Eng.'s Wolverton Securities Experience May 2007 - December 2007
Job Director at Scotia Capital
Industry Oil & Energy
Experience
Scotia Capital January 2011 - Present
Scotia Capital February 2010 - February 2011
CIBC World Markets March 2008 - February 2010
Wolverton Securities May 2007 - December 2007
Lanmark Engineering June 2006 - May 2007
ViRexx Medical Corp. May 2005 - January 2006
Lanmark Engineering September 2003 - August 2004
TNO 2000 - 2001
Skills
Equity Research, Energy, Financial Modeling, Valuation, Capital Markets, Project Management, Equities, Corporate Finance, Equity Valuation, Financial Analysis, Microsoft Excel, Petroleum, Risk Management, Portfolio Management, Bloomberg, Financial Markets, Derivatives, Fixed Income, DCF
Education
University of Alberta 2004 — 2006
MBA, Finance
University of Alberta 1998 — 2003
Bachelors of Science, Mechanical Engineering Co-op
Scotia Capital January 2011 - Present
Scotia Capital February 2010 - February 2011
CIBC World Markets March 2008 - February 2010
Wolverton Securities May 2007 - December 2007
Lanmark Engineering June 2006 - May 2007
ViRexx Medical Corp. May 2005 - January 2006
Lanmark Engineering September 2003 - August 2004
TNO 2000 - 2001
Skills
Equity Research, Energy, Financial Modeling, Valuation, Capital Markets, Project Management, Equities, Corporate Finance, Equity Valuation, Financial Analysis, Microsoft Excel, Petroleum, Risk Management, Portfolio Management, Bloomberg, Financial Markets, Derivatives, Fixed Income, DCF
Education
University of Alberta 2004 — 2006
MBA, Finance
University of Alberta 1998 — 2003
Bachelors of Science, Mechanical Engineering Co-op
Adolfo Bautista's Wolverton Securities Experience July 2007 - September 2007
Job Network Analyst at Shaw Communications
Industry Telecommunications
Experience
Shaw Communications October 2012 - Present
Shaw Communications October 2007 - October 2012
Wolverton Securities July 2007 - September 2007
Skills
Microsoft Office, Project Management, Analysis, Visio, Outlook, Administrative..., Customer Service, Troubleshooting, Networking, Routers, Hardware, Testing, Active Directory, Switches, Technical Support, Computer Hardware, Telecommunications, Windows Server, Software Installation, Windows 7, Windows
Education
SAIT 2010 — 2012
Certificate, Computer Systems Networking and Telecommunications
Universidad Nacional Autonoma de Mexico 2001 — 2001
postgrade, Human Development
Instituto Politécnico Nacional 1986 — 1992
Bachelor's degree, Science of Informatic
Shaw Communications October 2012 - Present
Shaw Communications October 2007 - October 2012
Wolverton Securities July 2007 - September 2007
Skills
Microsoft Office, Project Management, Analysis, Visio, Outlook, Administrative..., Customer Service, Troubleshooting, Networking, Routers, Hardware, Testing, Active Directory, Switches, Technical Support, Computer Hardware, Telecommunications, Windows Server, Software Installation, Windows 7, Windows
Education
SAIT 2010 — 2012
Certificate, Computer Systems Networking and Telecommunications
Universidad Nacional Autonoma de Mexico 2001 — 2001
postgrade, Human Development
Instituto Politécnico Nacional 1986 — 1992
Bachelor's degree, Science of Informatic
Rose Zanic's Wolverton Securities Experience January 1997 - Present
Job Senior Vice President, Corporate Finance at Wolverton Securities
Industry Financial Services
Experience
Wolverton Securities January 1997 - Present
Price Waterhouse 1988 - 1992
Skills
Equities, Venture Capital, Corporate Finance, Securities, Mergers, Capital Markets, Private Equity, Investments, IPO, Portfolio Management, Mergers & Acquisitions, Fixed Income, Wealth Management, Due Diligence, Investment Banking, Asset Managment, Investor Relations, Private Placements, Financial Modeling, Hedge Funds, Investment Strategies, Alternative Investments, Valuation, Equity Research, Asset Management, Bonds, Financial Markets, Trading
Education
Institute of Chartered Accountants of BC
CA
The University of British Columbia 1985 — 1988
B.Comm, Finance and accounting
Wolverton Securities January 1997 - Present
Price Waterhouse 1988 - 1992
Skills
Equities, Venture Capital, Corporate Finance, Securities, Mergers, Capital Markets, Private Equity, Investments, IPO, Portfolio Management, Mergers & Acquisitions, Fixed Income, Wealth Management, Due Diligence, Investment Banking, Asset Managment, Investor Relations, Private Placements, Financial Modeling, Hedge Funds, Investment Strategies, Alternative Investments, Valuation, Equity Research, Asset Management, Bonds, Financial Markets, Trading
Education
Institute of Chartered Accountants of BC
CA
The University of British Columbia 1985 — 1988
B.Comm, Finance and accounting
Todd Hagel's Wolverton Securities Experience 2005 - September 2015
Job Investment Advisor at Wolverton Securities
Industry Financial Services
Experience
Wolverton Securities 2005 - September 2015
Wolverton Securities 2005 - 2012
Skills
Investment Advisory, Investments, Retirement Planning, Asset Managment, Equities, Investment Strategies, Mutual Funds, Portfolio Management, Private Placements, Securities, Wealth Management, Trading, Capital Markets, Private Equity
Education
PMAC Alberta Institute 2011 — 2013
SCMP, Logistics, Materials, and Supply Chain Management
The University of Lethbridge 1989 — 1993
Bachelor of Commerce (B.Com.), Marketing
Wolverton Securities 2005 - September 2015
Wolverton Securities 2005 - 2012
Skills
Investment Advisory, Investments, Retirement Planning, Asset Managment, Equities, Investment Strategies, Mutual Funds, Portfolio Management, Private Placements, Securities, Wealth Management, Trading, Capital Markets, Private Equity
Education
PMAC Alberta Institute 2011 — 2013
SCMP, Logistics, Materials, and Supply Chain Management
The University of Lethbridge 1989 — 1993
Bachelor of Commerce (B.Com.), Marketing
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY