Yorkton Securities
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Yorkton Securities Employees
Employee
Years
Job
Industry
Kevin Goheen Kevin Goheen's Yorkton Securities Experience 1996 - 1998
Job Secretary at National Council of Deans of Engineering and Applied Science
Industry Accounting
Experience
National Council of Deans of Engineering and Applied Science. April 2015 - Present
Canadian Academy of Engineering January 2012 - Present
McLarty & Co August 2007 - August 2015
Carleton University 1988 - 2010
Algonquin College 2008 - 2009
Axis Capital 2001 - 2004
Yorkton Securities 1996 - 1998
Yorkton 1996 - 1998
Skills
Strategic Planning, Entrepreneurship, Start-ups, Program Management, Business Strategy, Research, Management Consulting, Auditing, Risk Management, Accounting, Financial Analysis, Project Management, Venture Capital, Governance, Strategic Financial..., Strategy, Tax, Managerial Finance, Financial Modeling, Restructuring, Mergers & Acquisitions, Executive Management, Corporate Tax, Due Diligence, Corporate Finance, Business Planning, Management, Budgets, Financial Reporting, Internal Controls, Analysis, Finance, Business Process...
Education
Commonwealth Scholarship 1983 — 1986
PhD, Mechanical Engineering
UCL 1983 — 1986
PhD, Mechanical Engineering
Queen's University 1979 — 1983
B.Sc., Mechanical Engineering
Carleton University
Commonwealth Scholarship
Commonwealth Scholarship
National Council of Deans of Engineering and Applied Science. April 2015 - Present
Canadian Academy of Engineering January 2012 - Present
McLarty & Co August 2007 - August 2015
Carleton University 1988 - 2010
Algonquin College 2008 - 2009
Axis Capital 2001 - 2004
Yorkton Securities 1996 - 1998
Yorkton 1996 - 1998
Skills
Strategic Planning, Entrepreneurship, Start-ups, Program Management, Business Strategy, Research, Management Consulting, Auditing, Risk Management, Accounting, Financial Analysis, Project Management, Venture Capital, Governance, Strategic Financial..., Strategy, Tax, Managerial Finance, Financial Modeling, Restructuring, Mergers & Acquisitions, Executive Management, Corporate Tax, Due Diligence, Corporate Finance, Business Planning, Management, Budgets, Financial Reporting, Internal Controls, Analysis, Finance, Business Process...
Education
Commonwealth Scholarship 1983 — 1986
PhD, Mechanical Engineering
UCL 1983 — 1986
PhD, Mechanical Engineering
Queen's University 1979 — 1983
B.Sc., Mechanical Engineering
Carleton University
Commonwealth Scholarship
Commonwealth Scholarship
Pierre-Yves Terrisse Pierre-Yves Terrisse's Yorkton Securities Experience 1998 - 2002
Job VicePresident Institutional Equity Sales at EuroPacific Canada
Industry Financial Services
Experience
EuroPacific Canada June 2013 - Present
Dundee Capital Markets October 2006 - January 2012
Various Canadian Investment Brokers January 1996 - August 2005
Yorkton Securities 1998 - 2002
Skills
Equities, Investment Banking, Capital Markets, Investments, Securities, Equity Research, Bloomberg, Finance
Education
Université du Québec à Montréal / UQAM 1990 — 1993
Bachelor's degree, Finance/Accounting
EuroPacific Canada June 2013 - Present
Dundee Capital Markets October 2006 - January 2012
Various Canadian Investment Brokers January 1996 - August 2005
Yorkton Securities 1998 - 2002
Skills
Equities, Investment Banking, Capital Markets, Investments, Securities, Equity Research, Bloomberg, Finance
Education
Université du Québec à Montréal / UQAM 1990 — 1993
Bachelor's degree, Finance/Accounting
Kashif Taqiuddin, PMP Kashif Taqiuddin, PMP's Yorkton Securities Experience December 2000 - May 2002
Job Senior Project Manager at Scotiabank
Industry Financial Services
Experience
Scotiabank April 2015 - Present
BMO Financial Group May 2014 - March 2015
Macquarie Private Wealth Inc. January 2010 - January 2014
BLACKMONT CAPITAL June 2006 - December 2009
BLACKMONT CAPITAL May 2002 - May 2006
YORKTON SECURITIES December 2000 - May 2002
Skills
Project Management, Requirements Gathering, SDLC, Business Analysis, Business Process, Vendor Management, Disaster Recovery, Change Management, Business Requirements, Requirements Analysis, Process Improvement, IT Strategy, Visio, Software Project..., Project Delivery, Business Process..., CRM, PMO, User Acceptance Testing, Systems Analysis, ITIL, PMP, MS Project, Back Office, Agile Methodologies
Education
Ryerson University 1996 — 2000
Bachelor of Commerce (B.Com.), Management Information Systems
University of Toronto 1994 — 1996
Bachelor of Applied Science (B.A.Sc.), Civil Engineering
Scotiabank April 2015 - Present
BMO Financial Group May 2014 - March 2015
Macquarie Private Wealth Inc. January 2010 - January 2014
BLACKMONT CAPITAL June 2006 - December 2009
BLACKMONT CAPITAL May 2002 - May 2006
YORKTON SECURITIES December 2000 - May 2002
Skills
Project Management, Requirements Gathering, SDLC, Business Analysis, Business Process, Vendor Management, Disaster Recovery, Change Management, Business Requirements, Requirements Analysis, Process Improvement, IT Strategy, Visio, Software Project..., Project Delivery, Business Process..., CRM, PMO, User Acceptance Testing, Systems Analysis, ITIL, PMP, MS Project, Back Office, Agile Methodologies
Education
Ryerson University 1996 — 2000
Bachelor of Commerce (B.Com.), Management Information Systems
University of Toronto 1994 — 1996
Bachelor of Applied Science (B.A.Sc.), Civil Engineering
James Ridout, CFA CBV James Ridout, CFA CBV's Yorkton Securities Experience July 1997 - May 1999
Job Director, Private Equity at Alberta Investment Management Company (AIMCo)
Industry Investment Management
Experience
Alberta Investment Management Company (AIMCo) February 2009 - Present
Integrated Asset Management Corp July 2001 - January 2010
Independent Equity Research Corp May 1999 - June 2001
Yorkton Securities July 1997 - May 1999
Stuart Investment Management Corp July 1995 - June 1997
Skills
Private Equity, Capital Markets, Investments, Alternative Investments, Valuation, Equities, Investment Banking, Financial Modeling, Portfolio Management, Corporate Finance, Asset Managment, Hedge Funds, Venture Capital, Investment Strategies, Fixed Income
Education
Dalhousie University 1991 — 1995
Bachelor of Commerce, Finance, Honours
University of King's College 1990 — 1991
Lakefield College
Lakefield College
Alberta Investment Management Company (AIMCo) February 2009 - Present
Integrated Asset Management Corp July 2001 - January 2010
Independent Equity Research Corp May 1999 - June 2001
Yorkton Securities July 1997 - May 1999
Stuart Investment Management Corp July 1995 - June 1997
Skills
Private Equity, Capital Markets, Investments, Alternative Investments, Valuation, Equities, Investment Banking, Financial Modeling, Portfolio Management, Corporate Finance, Asset Managment, Hedge Funds, Venture Capital, Investment Strategies, Fixed Income
Education
Dalhousie University 1991 — 1995
Bachelor of Commerce, Finance, Honours
University of King's College 1990 — 1991
Lakefield College
Lakefield College
Anthony Borthwick, CFA Anthony Borthwick, CFA's Yorkton Securities Experience January 1998 - January 2000
Job Investment Advisor at HollisWealth
Industry Financial Services
Experience
HollisWealth, Scotia Capital Inc. January 2010 - Present
AGF Management Limited 2004 - 2010
Spectrum Investments January 2000 - January 2003
Yorkton Securities January 1998 - January 2000
Nesbitt Burns January 1994 - February 1998
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investments, Investment Strategies, Financial Advisory, Retirement, Asset Management, Investment Advisory
Education
The University of British Columbia 1985 — 1990
BSc, Chemistry
CFA Society
Chartered Financial Analyst
Handsworth
HollisWealth, Scotia Capital Inc. January 2010 - Present
AGF Management Limited 2004 - 2010
Spectrum Investments January 2000 - January 2003
Yorkton Securities January 1998 - January 2000
Nesbitt Burns January 1994 - February 1998
Skills
Wealth Management, Mutual Funds, Retirement Planning, Investments, Investment Strategies, Financial Advisory, Retirement, Asset Management, Investment Advisory
Education
The University of British Columbia 1985 — 1990
BSc, Chemistry
CFA Society
Chartered Financial Analyst
Handsworth
Douglas Loe Douglas Loe's Yorkton Securities Experience 2000 - 2002
Job Analyst, Healthcare & Biotechnology at Euro Pacific Canada
Industry Biotechnology
Experience
Euro Pacific Canada July 2013 - Present
Byron Capital Markets September 2011 - June 2013
Versant Partners Inc. September 2002 - September 2011
Yorkton Securities 2000 - 2002
Skills
Financial Modeling, Due Diligence, Valuation
Education
Queen's University 1998 — 1999
MBA
University of Guelph 1989 — 1993
Ph.D, Biochemistry
University of Guelph 1986 — 1988
M.Sc, Biochemistry
Brandon University 1981 — 1985
BSc, Chemistry-Physics-Mathematics
Euro Pacific Canada July 2013 - Present
Byron Capital Markets September 2011 - June 2013
Versant Partners Inc. September 2002 - September 2011
Yorkton Securities 2000 - 2002
Skills
Financial Modeling, Due Diligence, Valuation
Education
Queen's University 1998 — 1999
MBA
University of Guelph 1989 — 1993
Ph.D, Biochemistry
University of Guelph 1986 — 1988
M.Sc, Biochemistry
Brandon University 1981 — 1985
BSc, Chemistry-Physics-Mathematics
John McIlveen John McIlveen's Yorkton Securities Experience 2000 - 2001
Job SVP Research at Jacob Securities Inc.
Industry Investment Banking
Experience
Jacob Securities Inc. March 2007 - Present
Canadian Geothermal Energy Association (CanGEA) 2009 - 2011
Dundee Securities 2003 - 2007
Mosaic Group 2001 - 2002
Yorkton Securities 2000 - 2001
Scotia Capital Markets 1995 - 2000
Sanwa McCarthySecurities 1994 - 1995
Penfund Partners 1987 - 1993
TD Bank 1984 - 1987
Dalhousie University 1982 - 1984
Skills
Equity Research, Equities, Capital Markets, Investments, Private Equity, Valuation, Investment Banking, Financial Modeling, Corporate Finance, Investor Relations, Due Diligence, Portfolio Management, Mergers, Equity Valuation, Hedge Funds, Venture Capital, Securities, Financial Analysis, IPO, Mergers & Acquisitions, Corporate Development, Private Placements, Bloomberg, Equity Trading, Financial Markets, Cleantech, Derivatives
Education
Dalhousie University 1982 — 1983
MBA, Finance & International Business
Jacob Securities Inc. March 2007 - Present
Canadian Geothermal Energy Association (CanGEA) 2009 - 2011
Dundee Securities 2003 - 2007
Mosaic Group 2001 - 2002
Yorkton Securities 2000 - 2001
Scotia Capital Markets 1995 - 2000
Sanwa McCarthySecurities 1994 - 1995
Penfund Partners 1987 - 1993
TD Bank 1984 - 1987
Dalhousie University 1982 - 1984
Skills
Equity Research, Equities, Capital Markets, Investments, Private Equity, Valuation, Investment Banking, Financial Modeling, Corporate Finance, Investor Relations, Due Diligence, Portfolio Management, Mergers, Equity Valuation, Hedge Funds, Venture Capital, Securities, Financial Analysis, IPO, Mergers & Acquisitions, Corporate Development, Private Placements, Bloomberg, Equity Trading, Financial Markets, Cleantech, Derivatives
Education
Dalhousie University 1982 — 1983
MBA, Finance & International Business
James Meltzer James Meltzer's Yorkton Securities Experience 1998 - 2002
Job Senior Vice President at Richardson GMP Limited
Industry Financial Services
Experience
Richardson GMP November 2013 - Present
Macquarie Group January 2010 - October 2013
Blackmont Capital Inc. April 2007 - December 2009
Blackmont Capital Inc. January 2003 - April 2007
Yorkton Securities 1998 - 2002
Marleau, Lemire Securities Inc. 1993 - 1998
Skills
Wealth Management, Equities, Asset Management, Investments, Retirement, Financial Planning, Risk Management, Strategic Financial..., Asset Managment, Bonds, Securities, Private Equity, Investment Strategies, Investment Advisory, Mergers & Acquisitions, Due Diligence, Financial Analysis, Financial Risk, Finance, Alternative Investments, Fixed Income, Mutual Funds, Capital Markets, Asset Allocation
Education
McGill University 1987 — 1990
Bachelor of Commerce (B.Com.)
Bialik High School 1980 — 1985
Richardson GMP November 2013 - Present
Macquarie Group January 2010 - October 2013
Blackmont Capital Inc. April 2007 - December 2009
Blackmont Capital Inc. January 2003 - April 2007
Yorkton Securities 1998 - 2002
Marleau, Lemire Securities Inc. 1993 - 1998
Skills
Wealth Management, Equities, Asset Management, Investments, Retirement, Financial Planning, Risk Management, Strategic Financial..., Asset Managment, Bonds, Securities, Private Equity, Investment Strategies, Investment Advisory, Mergers & Acquisitions, Due Diligence, Financial Analysis, Financial Risk, Finance, Alternative Investments, Fixed Income, Mutual Funds, Capital Markets, Asset Allocation
Education
McGill University 1987 — 1990
Bachelor of Commerce (B.Com.)
Bialik High School 1980 — 1985
Patrick Caicco Patrick Caicco's Yorkton Securities Experience 1999 - 2000
Job Mortgage Agent FMP, Qualified Financial Services
Industry Financial Services
Experience
FMP Mortgage Investments September 2014 - Present
Synergy Family Office/Altaview Financial Group March 2012 - September 2014
Advantage Wealth Building Strategies September 2008 - August 2012
RBC Royal Bank November 2003 - November 2008
Dundee Securities January 2002 - October 2003
CAPCORP 2000 - 2002
Yorkton Securities 1999 - 2000
TD Canada Trust 1991 - 1999
Patron Insurance Agency 1989 - 1991
London Life 1987 - 1989
Skills
Insurance, Investments, Real Estate, Financial Planning, Mortgage, Financial Management, Estate Planning, Mortgage Lending, Strategic Financial..., Banking, Portfolio Management, Managerial Finance, Small Business, Management, Finance, Financial Analysis, Sales, Financial Services, Securities, Investment Properties, Loans, Wealth Management, Credit, Retirement Planning, Financial Advisory, Business Planning, Relationship Management, Mutual Funds, Mergers & Acquisitions, Residential Mortgages, Commercial Mortgages, Risk Management, Commercial Banking, Funding, Retirement, Financial Risk, Investment Advisory, Refinance, Debt Consolidation, Executive Management, Credit Analysis, Credit Risk, Private Equity, Real Estate Financing, Wealth, Critical Illness, Venture Capital, Alternative Investments, Asset Management, Investment Strategies
Education
Canadore College 1975 — 1978
Business, Marketing
Scollard Hall 1969 — 1974
FMP Mortgage Investments September 2014 - Present
Synergy Family Office/Altaview Financial Group March 2012 - September 2014
Advantage Wealth Building Strategies September 2008 - August 2012
RBC Royal Bank November 2003 - November 2008
Dundee Securities January 2002 - October 2003
CAPCORP 2000 - 2002
Yorkton Securities 1999 - 2000
TD Canada Trust 1991 - 1999
Patron Insurance Agency 1989 - 1991
London Life 1987 - 1989
Skills
Insurance, Investments, Real Estate, Financial Planning, Mortgage, Financial Management, Estate Planning, Mortgage Lending, Strategic Financial..., Banking, Portfolio Management, Managerial Finance, Small Business, Management, Finance, Financial Analysis, Sales, Financial Services, Securities, Investment Properties, Loans, Wealth Management, Credit, Retirement Planning, Financial Advisory, Business Planning, Relationship Management, Mutual Funds, Mergers & Acquisitions, Residential Mortgages, Commercial Mortgages, Risk Management, Commercial Banking, Funding, Retirement, Financial Risk, Investment Advisory, Refinance, Debt Consolidation, Executive Management, Credit Analysis, Credit Risk, Private Equity, Real Estate Financing, Wealth, Critical Illness, Venture Capital, Alternative Investments, Asset Management, Investment Strategies
Education
Canadore College 1975 — 1978
Business, Marketing
Scollard Hall 1969 — 1974
Linda Lachance Linda Lachance's Yorkton Securities Experience 1998 - 2000
Job Directrice de portefeuille marché publics québécois chez Fonds de solidarité FTQ
Industry Venture Capital & Private Equity
Experience
Fonds de solidarité FTQ 2009 - Present
Fonds de solidarité FTQ 2000 - 2009
Yorkton Securities 1998 - 2000
Marleau Lemire Securities 1992 - 1998
Education
CFA Institute
Chartered Financial Analyst (CFA)
1988 — 1991
BAA, Finance
Fonds de solidarité FTQ 2009 - Present
Fonds de solidarité FTQ 2000 - 2009
Yorkton Securities 1998 - 2000
Marleau Lemire Securities 1992 - 1998
Education
CFA Institute
Chartered Financial Analyst (CFA)
1988 — 1991
BAA, Finance
Gordon Keep Gordon Keep's Yorkton Securities Experience 1987 - 1996
Job CEO at Fiore Management
Industry Financial Services
Experience
Fiore Management & Advisory Corp January 2001 - Present
Lion's Gate Entertainment September 1997 - March 2004
Yorkton Securities 1987 - 1996
Skills
Capital Markets, Corporate Development, Mergers, IPO, Venture Capital
Education
The University of British Columbia 1981 — 1983
MBA, Finance
Queen's University 1975 — 1979
BSc Honours, Geological Sciences
Fiore Management & Advisory Corp January 2001 - Present
Lion's Gate Entertainment September 1997 - March 2004
Yorkton Securities 1987 - 1996
Skills
Capital Markets, Corporate Development, Mergers, IPO, Venture Capital
Education
The University of British Columbia 1981 — 1983
MBA, Finance
Queen's University 1975 — 1979
BSc Honours, Geological Sciences
Julie (Julie Jefferson) Allen Julie (Julie Jefferson) Allen's Yorkton Securities Experience 1994 - 1996
Job President at Allen Group Real Estate
Industry Real Estate
Experience
Keller Williams Realty, Inc. December 2014 - Present
Allen Group Real Estate December 2014 - Present
Allen Real Estate, LLC January 2013 - November 2014
Keller Williams Greater Seattle February 2013 - September 2014
JMJ Administrative Consulting April 1996 - August 2010
Trez Capital Corporation December 2003 - June 2006
Ernst & Young July 2002 - May 2004
Xcellsis Fuel Cell Engines Inc. (subsidiary of Ballard Power Systems) June 2000 - July 2002
Bema Gold Corporation December 1996 - June 2000
Yorkton Securities 1994 - 1996
Skills
Human Resources, Investments, Commercial Real Estate, Selling, Leases, Negotiation, Luxury, Contract Negotiation, Real Estate Economics, Loans, Sales, Property, Marketing, Investment Properties, Real Estate, Management
Education
Northwest Nazarene University 2007 — 2008
Business Administration and Management, General
Langara College 1995 — 2001
Business Administration (Cert.), Accounting and Finance
Keller Williams Realty, Inc. December 2014 - Present
Allen Group Real Estate December 2014 - Present
Allen Real Estate, LLC January 2013 - November 2014
Keller Williams Greater Seattle February 2013 - September 2014
JMJ Administrative Consulting April 1996 - August 2010
Trez Capital Corporation December 2003 - June 2006
Ernst & Young July 2002 - May 2004
Xcellsis Fuel Cell Engines Inc. (subsidiary of Ballard Power Systems) June 2000 - July 2002
Bema Gold Corporation December 1996 - June 2000
Yorkton Securities 1994 - 1996
Skills
Human Resources, Investments, Commercial Real Estate, Selling, Leases, Negotiation, Luxury, Contract Negotiation, Real Estate Economics, Loans, Sales, Property, Marketing, Investment Properties, Real Estate, Management
Education
Northwest Nazarene University 2007 — 2008
Business Administration and Management, General
Langara College 1995 — 2001
Business Administration (Cert.), Accounting and Finance
Sandy McNerney Sandy McNerney's Yorkton Securities Experience January 2000 - January 2001
Job Executive Assistant, Rogers Digital Media
Industry Entertainment
Experience
Rogers Communications September 2013 - Present
Yacoub Elite Search May 2011 - August 2013
Comino Productions 1990 - 2011
BMO Capital Markets April 2009 - August 2010
Morgan Stanley 2006 - 2008
Morgan Stanley 2002 - 2006
HRPAO September 2001 - September 2002
YORKTON SECURITIES January 2000 - January 2001
CIBC World Markets 1995 - 1999
MORGAN STANLEY & CO January 1992 - January 1995
Education
St. Thomas High School 1973 — 1977
Loyalist College
GED
New School University, New York
Rogers Communications September 2013 - Present
Yacoub Elite Search May 2011 - August 2013
Comino Productions 1990 - 2011
BMO Capital Markets April 2009 - August 2010
Morgan Stanley 2006 - 2008
Morgan Stanley 2002 - 2006
HRPAO September 2001 - September 2002
YORKTON SECURITIES January 2000 - January 2001
CIBC World Markets 1995 - 1999
MORGAN STANLEY & CO January 1992 - January 1995
Education
St. Thomas High School 1973 — 1977
Loyalist College
GED
New School University, New York
Charles Miquelon, M.Sc., CFA Charles Miquelon, M.Sc., CFA's Yorkton Securities Experience September 2001 - August 2003
Job VicePresident, Institutional Client Services at Manulife Assset Managements (Accord 2015) inc.
Industry Investment Management
Experience
Manulife Asset Management Inc. May 2007 - Present
CIBC Global Asset Management August 2003 - May 2007
Yorkton Securities September 2001 - August 2003
Hydro-Quebec Pension January 1998 - September 2001
Skills
Investments, Mutual Funds, Equities, Derivatives, Portfolio Management, LDI, Pension Funds, Pension De-Risking
Education
CFA Institute (Charlottesville, VA) 1996 — 1999
CFA Charter
Université de Sherbrooke 1996 — 1997
M.Sc., Finances
Université de Montréal - HEC Montréal 1993 — 1996
B.A.A., Finance
Manulife Asset Management Inc. May 2007 - Present
CIBC Global Asset Management August 2003 - May 2007
Yorkton Securities September 2001 - August 2003
Hydro-Quebec Pension January 1998 - September 2001
Skills
Investments, Mutual Funds, Equities, Derivatives, Portfolio Management, LDI, Pension Funds, Pension De-Risking
Education
CFA Institute (Charlottesville, VA) 1996 — 1999
CFA Charter
Université de Sherbrooke 1996 — 1997
M.Sc., Finances
Université de Montréal - HEC Montréal 1993 — 1996
B.A.A., Finance
Christophe Romary Christophe Romary's Yorkton Securities Experience 2000 - 2005
Job Owner, VMFDL
Industry Capital Markets
Experience
Valeurs Mobileres Fleur de Lys (VMFDL) June 2012 - Present
Versant Partners October 2010 - May 2012
Northern Securities 2006 - 2010
Desjardins Securities 2005 - 2006
Yorkton securities 2000 - 2005
National Bank of Canada 1995 - 2000
Skills
Corporate Finance, Investment Banking, Equities, Mergers, Valuation, Venture Capital, Private Equity, Investments, Corporate Development, Due Diligence, IPO, Financial Modeling, M&A experience, Capital Markets, Equity Trading, Business Development, Business Valuation
Education
HEC School of Management / HEC Paris 1992 — 1993
Master of Business Administration (MBA), Finance, General
ENSPM 1987 — 1988
Master of Engineering (M.Eng.), Physics and Telecom, Engineering degree
Valeurs Mobileres Fleur de Lys (VMFDL) June 2012 - Present
Versant Partners October 2010 - May 2012
Northern Securities 2006 - 2010
Desjardins Securities 2005 - 2006
Yorkton securities 2000 - 2005
National Bank of Canada 1995 - 2000
Skills
Corporate Finance, Investment Banking, Equities, Mergers, Valuation, Venture Capital, Private Equity, Investments, Corporate Development, Due Diligence, IPO, Financial Modeling, M&A experience, Capital Markets, Equity Trading, Business Development, Business Valuation
Education
HEC School of Management / HEC Paris 1992 — 1993
Master of Business Administration (MBA), Finance, General
ENSPM 1987 — 1988
Master of Engineering (M.Eng.), Physics and Telecom, Engineering degree
Jason Nardari's Yorkton Securities Experience July 2001 - September 2002
Job VicePresident at Wellington Financial
Industry Investment Banking
Experience
Wellington Financial December 2003 - Present
Yorkton Securities July 2001 - September 2002
Skills
Venture Capital, Investment Banking
Education
Queen's University 2004 — 2005
MPA
Queen's University 1997 — 2001
B.Com
Wellington Financial December 2003 - Present
Yorkton Securities July 2001 - September 2002
Skills
Venture Capital, Investment Banking
Education
Queen's University 2004 — 2005
MPA
Queen's University 1997 — 2001
B.Com
Josh Eisen's Yorkton Securities Experience 2001 - 2002
Job
Industry Information Technology and Services
Experience
Toronto Terminals Railway 2012 - February 2013
Glassopolis September 2010 - October 2011
Park Assist April 2008 - January 2010
Markit August 2007 - April 2008
Coca-Cola Enterprises December 2006 - July 2007
Google Inc June 2006 - August 2006
CGI January 2005 - August 2005
Standard Parking Corporation January 2003 - January 2005
Yorkton Securities 2001 - 2002
Skills
Business development, Operations Management, Financial Analysis, Contract Negotiations, Supply Chain Consulting, Strategy Development, Sales Management, CRM software, ERP, Parking, Product Management, Product Marketing, People Management, RFP preparation, Business Development, Strategy, Management, Contract Negotiation, CRM, Training, RFP, Cross-functional Team..., Project Management, New Business Development, Start-ups, Entrepreneurship, Business Process..., Program Management, Logistics, Product Development, Competitive Analysis, Leadership, Strategic Planning, Project Planning, Account Management, P&L Management, Executive Management, Marketing, Sales, Consulting, Business Strategy, Business Planning, Strategic Partnerships, Sales Process, Financial Modeling, Pricing, Product Launch, Team Building, Team Leadership, Business Analysis
Education
London Business School 2005 — 2007
MBA
Ivey Business School at Western University 1999 — 2001
HBA
McGill University 1997 — 1999
Toronto Terminals Railway 2012 - February 2013
Glassopolis September 2010 - October 2011
Park Assist April 2008 - January 2010
Markit August 2007 - April 2008
Coca-Cola Enterprises December 2006 - July 2007
Google Inc June 2006 - August 2006
CGI January 2005 - August 2005
Standard Parking Corporation January 2003 - January 2005
Yorkton Securities 2001 - 2002
Skills
Business development, Operations Management, Financial Analysis, Contract Negotiations, Supply Chain Consulting, Strategy Development, Sales Management, CRM software, ERP, Parking, Product Management, Product Marketing, People Management, RFP preparation, Business Development, Strategy, Management, Contract Negotiation, CRM, Training, RFP, Cross-functional Team..., Project Management, New Business Development, Start-ups, Entrepreneurship, Business Process..., Program Management, Logistics, Product Development, Competitive Analysis, Leadership, Strategic Planning, Project Planning, Account Management, P&L Management, Executive Management, Marketing, Sales, Consulting, Business Strategy, Business Planning, Strategic Partnerships, Sales Process, Financial Modeling, Pricing, Product Launch, Team Building, Team Leadership, Business Analysis
Education
London Business School 2005 — 2007
MBA
Ivey Business School at Western University 1999 — 2001
HBA
McGill University 1997 — 1999
Bruce Krutow's Yorkton Securities Experience 1997 - 2002
Job VP Compliance at Raymond James Ltd.
Industry Financial Services
Experience
Raymond James Ltd. January 2003 - Present
Yorkton Securities 1997 - 2002
BC Securities Commission 1989 - 1996
Skills
Securities, Investment Advisory, Mutual Funds, Investments, Equities, Capital Markets, Wealth Management, Alternative Investments, Due Diligence, Asset Managment, Fixed Income, Risk Management, Financial Services, Finance
Education
The University of British Columbia 1981 — 1989
BSc (Honors) Geology; MBA (Finance)
Raymond James Ltd. January 2003 - Present
Yorkton Securities 1997 - 2002
BC Securities Commission 1989 - 1996
Skills
Securities, Investment Advisory, Mutual Funds, Investments, Equities, Capital Markets, Wealth Management, Alternative Investments, Due Diligence, Asset Managment, Fixed Income, Risk Management, Financial Services, Finance
Education
The University of British Columbia 1981 — 1989
BSc (Honors) Geology; MBA (Finance)
Robert Catellier's Yorkton Securities Experience 2000 - 2001
Job Director, Energy Infrastructure Analyst at GMP Securities L.P.
Industry Financial Services
Experience
GMP Securities February 2014 - Present
Macquarie Capital Markets Canada Ltd. September 2011 - February 2014
Clarus Securities January 2003 - September 2011
Clarus Securities 2003 - 2011
Yorkton Securities 2000 - 2001
Skills
Securities, Microsoft Excel, Equity Research, Equity Valuation, Analysis, Asset Management, Investments, Equities, Investor Relations, Capital Markets, Due Diligence, Financial Modeling, Business Valuation, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Investment Banking, Fixed Income, Venture Capital, Hedge Funds, Financial Markets, IPO, Corporate Development, Alternative Investments, Derivatives, Equity Trading, Asset Allocation, Private Equity
Education
CFA Institute 1996 — 1998
Chartered Financial Analyst
Concordia University 1991 — 1994
Bachelor's Degree, Accounting and Finance
GMP Securities February 2014 - Present
Macquarie Capital Markets Canada Ltd. September 2011 - February 2014
Clarus Securities January 2003 - September 2011
Clarus Securities 2003 - 2011
Yorkton Securities 2000 - 2001
Skills
Securities, Microsoft Excel, Equity Research, Equity Valuation, Analysis, Asset Management, Investments, Equities, Investor Relations, Capital Markets, Due Diligence, Financial Modeling, Business Valuation, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Investment Banking, Fixed Income, Venture Capital, Hedge Funds, Financial Markets, IPO, Corporate Development, Alternative Investments, Derivatives, Equity Trading, Asset Allocation, Private Equity
Education
CFA Institute 1996 — 1998
Chartered Financial Analyst
Concordia University 1991 — 1994
Bachelor's Degree, Accounting and Finance
Djenane Cameron's Yorkton Securities Experience 1996 - 1996
Job Partner and Vice President at Lynx Equity
Industry Financial Services
Experience
Lynx Equity Limited January 2009 - Present
JovFunds 2004 - 2009
JovFunds Management Inc. January 2004 - November 2008
EgdeStone Capital Partners April 2001 - December 2002
Working Ventures Investment Fund September 1997 - April 2001
Yorkton Securities 1996 - 1996
Education
Ivey Business School at Western University 1995 — 1997
MBA, Finance
McGill University 1987 — 1991
BA
Bishop Strachan School
Lynx Equity Limited January 2009 - Present
JovFunds 2004 - 2009
JovFunds Management Inc. January 2004 - November 2008
EgdeStone Capital Partners April 2001 - December 2002
Working Ventures Investment Fund September 1997 - April 2001
Yorkton Securities 1996 - 1996
Education
Ivey Business School at Western University 1995 — 1997
MBA, Finance
McGill University 1987 — 1991
BA
Bishop Strachan School
John MacPhail's Yorkton Securities Experience 1992 - 2001
Job President at Global Securities Corporation
Industry Investment Banking
Experience
Global Securities Corporation July 2012 - Present
Union Securities December 2008 - June 2012
Union Securities February 2006 - November 2009
Yorkton Securities 1992 - 2001
Skills
Venture Capital, Private Equity
Education
The University of British Columbia 1981 — 1985
Global Securities Corporation July 2012 - Present
Union Securities December 2008 - June 2012
Union Securities February 2006 - November 2009
Yorkton Securities 1992 - 2001
Skills
Venture Capital, Private Equity
Education
The University of British Columbia 1981 — 1985
Chester Kmiec's Yorkton Securities Experience 1981 - 1985
Job Investment Advisor at Leede Financial Markets Inc.
Industry Investment Management
Experience
Leede Financial Markets Inc. Investment AdvisorJones Gable1985 - 1987
Yorkton Securities 1981 - 1985
Skills
Equity Research, Portfolio Management, Trading, Investments, Securities, Equities, Project Finance, Mutual Funds, Private Equity, Venture Capital, Corporate Finance, Capital Markets, Private Placements, Investor Relations, IPO
Education
The University of British Columbia 1974 — 1979
BA, Soviet East European Studies
Leede Financial Markets Inc. Investment AdvisorJones Gable1985 - 1987
Yorkton Securities 1981 - 1985
Skills
Equity Research, Portfolio Management, Trading, Investments, Securities, Equities, Project Finance, Mutual Funds, Private Equity, Venture Capital, Corporate Finance, Capital Markets, Private Placements, Investor Relations, IPO
Education
The University of British Columbia 1974 — 1979
BA, Soviet East European Studies
Byron Berry's Yorkton Securities Experience 1995 - 2000
Job Managing Partner at Traverse Capital Partners
Industry Financial Services
Experience
Traverse Capital Partners August 2013 - Present
DVDT Partners September 2012 - Present
Agentia Capital Partners Ltd 2008 - 2012
Dundee Securities 2006 - 2008
Paradigm Capital 2004 - 2005
National Bank Financial 2002 - 2004
Thinksmith Corp. 2000 - 2002
Yorkton Securities 1995 - 2000
Scotia Capital 1993 - 1995
Dept. of Finance 1992 - 1993
Skills
Investment Banking, Quantitative Analytics, Fundamental Analysis, Capital Markets, Equity Research, Investments, Equities, Financial Modeling, Corporate Finance, Valuation, Private Equity, Mergers, Due Diligence, Venture Capital, Portfolio Management, Financial Analysis, Asset Managment, Hedge Funds, IPO, Investment Strategies, Finance, Investment Management, Strategy, Corporate Development, Asset Management, Mergers & Acquisitions, Financial Services, Alternative Investments, Fixed Income, Banking, Financial Advisory, Private Placements, Securities, Investor Relations, Trading, Bloomberg, Mutual Funds, Business Valuation, Equity Valuation, Derivatives, Financial Markets, Options
Education
Carleton University 1989 — 1991
MA, Political Science (International Relations)
The University of British Columbia 1982 — 1988
BA, Political Science
Lord Byng
Lord Byng
Lord Byng
Lord Byng
University of Virginia
Chartered Financial Analyst
Traverse Capital Partners August 2013 - Present
DVDT Partners September 2012 - Present
Agentia Capital Partners Ltd 2008 - 2012
Dundee Securities 2006 - 2008
Paradigm Capital 2004 - 2005
National Bank Financial 2002 - 2004
Thinksmith Corp. 2000 - 2002
Yorkton Securities 1995 - 2000
Scotia Capital 1993 - 1995
Dept. of Finance 1992 - 1993
Skills
Investment Banking, Quantitative Analytics, Fundamental Analysis, Capital Markets, Equity Research, Investments, Equities, Financial Modeling, Corporate Finance, Valuation, Private Equity, Mergers, Due Diligence, Venture Capital, Portfolio Management, Financial Analysis, Asset Managment, Hedge Funds, IPO, Investment Strategies, Finance, Investment Management, Strategy, Corporate Development, Asset Management, Mergers & Acquisitions, Financial Services, Alternative Investments, Fixed Income, Banking, Financial Advisory, Private Placements, Securities, Investor Relations, Trading, Bloomberg, Mutual Funds, Business Valuation, Equity Valuation, Derivatives, Financial Markets, Options
Education
Carleton University 1989 — 1991
MA, Political Science (International Relations)
The University of British Columbia 1982 — 1988
BA, Political Science
Lord Byng
Lord Byng
Lord Byng
Lord Byng
University of Virginia
Chartered Financial Analyst
Ralph Schatzmair's Yorkton Securities Experience 1996 - 2002
Job President at RKS Medical Technologies
Industry Medical Devices
Experience
RKS Medical Technologies 2009 - Present
CardioComm Solutions Inc. 2008 - 2009
IsoRay Medical 2005 - 2007
YM BioSciences 2002 - 2005
Yorkton Securities 1996 - 2002
Midland Walwyn 1991 - 1996
Skills
Business Development, Medical Devices, Investor Relations, Corporate Development, Hospitals, Mergers, Healthcare, Medical Imaging, Strategic Planning, Oncology, Project Management, IPO, Corporate Finance, PACS
Education
McMaster University 1980 — 1983
BA, Commerce
RKS Medical Technologies 2009 - Present
CardioComm Solutions Inc. 2008 - 2009
IsoRay Medical 2005 - 2007
YM BioSciences 2002 - 2005
Yorkton Securities 1996 - 2002
Midland Walwyn 1991 - 1996
Skills
Business Development, Medical Devices, Investor Relations, Corporate Development, Hospitals, Mergers, Healthcare, Medical Imaging, Strategic Planning, Oncology, Project Management, IPO, Corporate Finance, PACS
Education
McMaster University 1980 — 1983
BA, Commerce
Michael Graziano, CPA, CA's Yorkton Securities Experience May 1998 - September 1998
Job Managing Partner at Epoca 3G Ventures Inc.
Industry Venture Capital & Private Equity
Experience
Epoca 3G Ventures Inc. January 2012 - Present
Rosmar Packaging Corp September 2004 - December 2011
CDP Capital Technology Ventures 2000 - 2004
Bell Canada 1999 - 2000
Yorkton Securities May 1998 - September 1998
KPMG 1992 - 1997
Skills
Mergers, Corporate Finance, Business Valuation, Due Diligence, Financial Analysis, Mergers & Acquisitions, Working Capital...
Education
The University of Western Ontario 1997 — 1999
MBA
McGill University 1987 — 1991
B.of Comm.
Epoca 3G Ventures Inc. January 2012 - Present
Rosmar Packaging Corp September 2004 - December 2011
CDP Capital Technology Ventures 2000 - 2004
Bell Canada 1999 - 2000
Yorkton Securities May 1998 - September 1998
KPMG 1992 - 1997
Skills
Mergers, Corporate Finance, Business Valuation, Due Diligence, Financial Analysis, Mergers & Acquisitions, Working Capital...
Education
The University of Western Ontario 1997 — 1999
MBA
McGill University 1987 — 1991
B.of Comm.
Lynn Szto's Yorkton Securities Experience April 2000 - June 2005
Job Manager, Tenant Services at Ivanhoe Cambridge
Industry Real Estate
Experience
Ivanhoe Cambridge December 2012 - Present
Bentall Kennedy (Canada) LP September 2006 - December 2012
Canaccord Financial January 2006 - August 2006
Visiphor Corporation July 2005 - December 2005
Visiphor Corporation July 2005 - December 2005
Yorkton Securities April 2000 - June 2005
Canadian Forest Products Ltd. October 1980 - September 1998
Skills
Administrative..., Office Management, Outlook, Investments, Customer Service, Accounts Payable, Asset Managment, Microsoft Excel, Event Planning, Data Entry, Microsoft Office, Accounts Receivable, Notary, Marketing, PowerPoint, Process Scheduler
Education
Vancouver Community College 1999 — 2002
Counselling
British Columbia Institute of Technology / BCIT
Accounting Technology/Technician and Bookkeeping
University of Windsor - Assumption University 1975 — 1979
Bachelor of Arts, Sociology
Ivanhoe Cambridge December 2012 - Present
Bentall Kennedy (Canada) LP September 2006 - December 2012
Canaccord Financial January 2006 - August 2006
Visiphor Corporation July 2005 - December 2005
Visiphor Corporation July 2005 - December 2005
Yorkton Securities April 2000 - June 2005
Canadian Forest Products Ltd. October 1980 - September 1998
Skills
Administrative..., Office Management, Outlook, Investments, Customer Service, Accounts Payable, Asset Managment, Microsoft Excel, Event Planning, Data Entry, Microsoft Office, Accounts Receivable, Notary, Marketing, PowerPoint, Process Scheduler
Education
Vancouver Community College 1999 — 2002
Counselling
British Columbia Institute of Technology / BCIT
Accounting Technology/Technician and Bookkeeping
University of Windsor - Assumption University 1975 — 1979
Bachelor of Arts, Sociology
Dean Bristow's Yorkton Securities Experience October 2000 - July 2002
Job Experienced Physical Oil Business Development Executive
Industry Oil & Energy
Experience
Macquarie Canada Services Ltd. November 2014 - Present
DCB Ventures Inc. January 2012 - Present
Noble Americas January 2012 - August 2012
J.P. Morgan Commodities Canada Corp July 2010 - August 2011
Sempra Energy Trading July 2002 - June 2010
Yorkton Securities October 2000 - July 2002
Skills
Commodity Markets, Energy, Natural Gas, Energy Industry, Oil & Gas, Contract Negotiation, Petroleum, Upstream, Gas, Commodity, Pipelines
Education
The University of Calgary 1984 — 1989
B. Comm, Finance
Macquarie Canada Services Ltd. November 2014 - Present
DCB Ventures Inc. January 2012 - Present
Noble Americas January 2012 - August 2012
J.P. Morgan Commodities Canada Corp July 2010 - August 2011
Sempra Energy Trading July 2002 - June 2010
Yorkton Securities October 2000 - July 2002
Skills
Commodity Markets, Energy, Natural Gas, Energy Industry, Oil & Gas, Contract Negotiation, Petroleum, Upstream, Gas, Commodity, Pipelines
Education
The University of Calgary 1984 — 1989
B. Comm, Finance