Mississauga, ON, Canada L5W 1B3
C.F.A. LEVEL II CANIDATE TORONTO, CANADA
C.I.M. Chartered Investment Manager
C.S.C. Canadian Securities Course
C.P.H. Conduct and Practices Handbook
1987 – 1990
2019 - Pres
2019 - 2020
YORK UNIVERSITY TORONTO, CANADA
Bachelor of Arts degree. Concentration in Economics.
PARAGON COLLISION MISSISSAUGA, CANADA
Complete Payroll, EHT, HST remittances,
Hired and trained new bookkeeper.
Reconciliation of bank statements, credit card statements, auditing all financial transactions
Quick Books for daily activity of transactions
Specialized in A/R
Set up benefits dental and health
STERILWIZE INC. MISSISSAUGA, CANADA
Sales, Marketing and Accounting Manager – 8-month Contract
A new start up company, a product for the processing of sterilization of medical instruments to dental practices and hospitals.
Complete Payroll, EHT, HST remittances,
Developed a marketing plan, designed documents, power point presentations
Hired and trained new sales staff. Developing new accounts and maintaining current accounts.
Developed relationships with the Dentist and office managers
Migrated CRM from Bitrix tto Zoho.
Set up accounts in Stripe and integration into Zoho. Set up accounts in Quick Books, monitored A/R
2017 - 2019
BRUSH DENTAL CORPORATION MISSISSAUGA, CANADA
Director of Finance
Managing finances of 12 offices
Complete payroll for over 150 personnel using Ceridian,
Including ROE’s T4, Benefits, Garnishments, Insurance.
Managing the annual budget, and forecasting.
Monthly bank reconciliations
Credit card reconciliation for head office and all managers.
A/P using RBC ACH payment and cheques.
Monitoring of Bank accounts and debt facilities. Auditing all financial transactions.
Monitoring A/R to be within allotted time frames.
Co=ordinate and itemize all transactions in the correct tax category for quarterly and annual reports.
Excellent excel user, created spreadsheets for smoothing processes required, with easy interfaces.
Quarterly meeting with the office managers.
Analyzed potential new office acquisitions, reviewed profitability, growth potential, site costs.
Weekly review of all locations of for key metrics such as sales, costs of goods, Hygiene and Dentist production.
In depth review of monthly production for individual Associates and Hygienists. Year over year and month over month sales and metrics comparison.
Regular review of marketing campaign, what adds most value, cost per new client, using tools such as Google AdWords’.
Accomplishments – Three new acquisitions were acquired, Sales have grown by over 60%, added 50 personnel
2007 – Nov 2016
CIBC - WOOD GUNDY TORONTO, CANADA
Associate Investment Advisor – Baker Financial Group
Managing over $1.2 billion
Business Development / Sales– prospecting for new clients, meeting potentially new clients, reviewing assets and making financial plans, reviewing expectations of the client. Creating RFP for corporation. Integral part of the discovery meeting and asset allocations. A major part of this business is to continually getting new clients. Reviewing with clients to increase assets under management. Excellent presentations skills to any level of audience, C- level, investment committees, board meetings and clients
Built a strong client base for new issues, IPO and secondary offerings
Providing excellent client care, ensuring there experience was above and beyond their expectations.
Reviewed company’s annual budgets along with capital expenditure to understand expected potential growth.
Used the Dividend discount model and cash flow models to forecast expectations
Analyzed company’s income statement, balance sheet and cash flow statement to determine there strengths and potential weakness.
Performed monthly attribution analysis, monitored the portfolio, reviewed P/L
Strong modeling skills, constructed portfolios analyzed sectors, commodities and Foreign exchange.
Managed traded and forecasted FX on portfolios.
Strong trading skills, trading any size orders,
Options, fixed income, bonds, structured products, GIC’S, preferreds, new issues and ETFS.
Skills – strong user of CPMS, Excel using large data bases, V-look up, pivot tables, Reuters, Bloomberg, ADP, strong power point abilities, used internal CRM software and ACT.
Accomplishments - Managed the discretionary accounts, started the program to currently over $110 million, converted clients and added new along with the growth of the portfolios. Sales growth from 2.3 million to 3.1million in annual commission. Presented weekly to 10 other investment advisors as a market strategist, reviewing portfolio changes and analyzing names entering or existing the portfolio.
BANK OF NOVA SCOTIA – SCOTIA MCLEOD DIRECT TORONTO, CANADA
Business Development - Set up client Investments accounts, presented to new client, contact for on boarding, business accounts and phone enquiries, including trades.
Software used As400 and ADP
2005 - 2006
TIGERDIRECT CANADA TORONTO, CANADA
Corporate Account Executive. B2B Sales, Prospecting, cold calling and developing accounts across Canada.
Managing over 200 accounts with revenues exceeding 1.1 million dollars. Managed database-using ACT.
Consistently met and exceeded bi-weekly quotas.
2004 - 2005
NATIONAL BANK FINANCIAL TORONTO, CANADA
Quantitative/Technical Analyst/Prop Trader. Managing $40 million in an Income Trust portfolio, worked on the trading desk at NBF Proprietary Trading Department.
Provided detailed financial modeling and valuation analysis on the Sector / Industry Groups: REITS, Oil & Gas, Business Trusts and Pipelines.
Researched, analyzed and produced in depth stock (trust) analysis, based on Earnings, Cash Flows, Sales, Analyst Expectations with an overlay of technical analysis. Created daily buy and sell lists. Daily reconciliation of trades, ensuring compliance, tracked daily performance and risk measurements (value at risk).
Software experience in Reuters, Bloomberg and KTG platforms.
Backtested (historically analyzed) investment strategies prior to implementing. Once implemented, tracked weekly performance against backest models.
1997 – 2004
C.P.M.S. COMPUTERIZED PORTFOLIO MANAGEMENT SERVICES INC. TORONTO, CANADA
(INVESTMENT CONSULTING FIRM)
Business Development and Marketing Consultant. Integral part of a sales team for this investment consulting firm that designs software for quantitative analysis on Canadian, European Japanese and US stocks. Software presentations to new and existing clients. Marketed towards Pension Plans, Insurance Company’s, Investment Counselors and Private Wealth Advisors. Researched and cold called clients. Trained new users through individual and group presentations phone inquires and customized reports.
Sold to clients who were some of the largest money managers in North America.
Designed and participated in the development of quarterly and annual market analysis presentations. Created new marketing documents. Co-developed the front-end design on a new version of the software.
Developed investment strategies in the Canadian, European, Japanese and US markets using quantitative analysis, stock ranking and screening. Backtested strategies including single and multi-variable strategies, quintile, industry and sector analysis. Created Time Series analysis over an 18-year period.
Part of fund team performing stock industry and market analysis. Analyzed company financial statements and was a trader for the account. Produced month end reconciliation reports.
Project Management - leading a team of 5 to design the corporate website and its contents.
Created attribution analysis presentations for Plan Sponsor clients