Education & Professional Courses

Academic Education

  • Certified International Wealth Manager, June 10, 2014, awarded by the Association of International Wealth Management AIWM®
  • Strategic Wealth 360, CSI, successfully completed Strategic Wealth 360, qualifying for the designation, Chartered Strategic Wealth Professional, CSWP®, January, 2013.
  • Graduate of The Family Enterprise Advisor Program, December 8, 2011, Sauder School of Business, University of British Columbia.

1. Knowledge Integration & Application, Part 1, May, 2011, University of British Columbia, Sauder School of Business.

2.  Business Family Facilitation and Communication, Successfully completed course in May, 2011, University of British Columbia, Sauder School of Business.

3.  Business Family Strategic Planning, Successfully completed course in March, 2011, University of British Columbia, Sauder School of Business.

4.    Building Multi-Disciplinary Teams, Successfully completed course in December, 2010, University of British Columbia, Sauder School of Business.

5.    Business Family Consulting, Successfully completed course November, 2010, University  of  British Columbia, Sauder School of Business.

6.    Business Boards & Family Council, Successfully completed course June, 2010, University of British Columbia, Sauder School of Business.

7.    Succession Planning for the Business Family, Successfully completed course in January 2010, University  of British Columbia, Sauder School of Business.

8.    Business Family Dynamics,Successfully completed course in January 2010, University of British Columbia, Sauder School of Business.

  • Certified Financial Planner, CFP®, Successfully completed course of study leading to designation, April 2004,University of Victoria, Victoria, British Columbia.
  • Graduate Studies in Biology, M. Sc Program, 1986-1988, Successfully completed 2 year course curriculum, University of Victoria, Victoria British Columbia.
  • High School Science Teaching Certificate Program, 1981 Faculty of Education, University of British Columbia, Vancouver, British Columbia. Successfully completed one- year required course curriculum.
  • Bachelor of Science, B.Sc. cum laude,1978, Concordia University, Montréal Québec. Specialized in pure and applied sciences, Pre-Med.
  • Diplôme d’études Collégiales, DEC, 1975, Marianopolis College, Montréal Québec. Specialized in Sciences de la Santé.

Professional Courses & Seminars

  • SOHN, Investment Conference, NYC, Attendee, May 8, 2017 .
  • WOBI, World Business Forum, NYC, Attendee, November 17-18, 2016.
  • Barron’s, The Art of Successful Investing Conference, NYC, Attendee, October 15, 2016.
  • The Economist Buttonwood Conference, Finance Disrupted, NYC, Attendee, October 13, 2016.
  • Delivering Alpha Conference, CNBC, NYC, Attendee, September 13, 2016.
  • SOHN, Investment Conference, NYC, Attendee, May 4, 2016.
  • WOBI, World Business Forum, NYC, Attendee, November 12-13, 2015.
  • SOHN, Excellence In Investing Conference, San Francisco, Attendee, October 27, 2015.
  • Buttonwood Conference, The Valley Meets The Street, NYC, Attendee, October 20, 2015.
  • Barron’s, The Art of Successful Investing Conference, NYC, Attendee, October 19, 2015.
  • SOHN, Excellence In Investing Conference, San Francisco, Attendee, October 29, 2014.
  • Barron’s, The Art of Successful Investing Conference, NYC, Attendee, October 27, 2014.
  • WOBI, World Business Forum, NYC, Attendee, October 7-8, 2014.
  • SOHN, Investment Conference, NYC, Attendee, May 5, 2014.
  • Barron’s, The Art of Successful Investing Conference, NYC, Attendee, October 21, 2013.
  • WOBI, World Business Forum, NYC, Attendee, October 1-2, 2013.
  • Financial Services Industry Privacy Training, Queensbury Securities, September, 2013.
  • Strategies, Skills & Tactics, UBC Sauder Executive Education, Vancouver, B.C., March 6-8, 2013.
  • ES Computer Training, Vancouver, B.C., December 5th, 2012
  • Barron’s, The Art of Successful Investing Conference, NYC, Attendee, October 22nd, 2012.
  • HSM, the World Business Forum, NYC, Attendee, October 2-3, 2012.
  • Anti-Money Laundering Training/Privacy Training, Queensbury Compliance, September, 2012.
  • Bloomberg Canada-Asia Conference, Vancouver, Canada, Attendee, September 6th, 2012.
  • Bloomberg Canada Economic Summit, Toronto, Canada, Atendee, May 8th, 2012.
  • Powerful Presentations, Saunder School of Business, UBC, November, 2011.
  • Barron’s The Art of Successful Investing Conference, NYC, Attendee, October, 2011.
  • HSM, the World Business Forum, Inspiring Leaders, NYC, Attendee, October 2011.
  • Gold Outlook: Factors Driving Gold, With Dr. Martin Murenbeeld, Chief Economist, Dundee Wealth Inc. Presented by CFA, Victoria, September 26, 2011.
  • 2011 Wealth Management Conference: Oppourtunities in the Next Investment Frontier, CFA Institute, Calgary, Alberta, September 20-21, 2011.
  • Family Legacy Series, The McLean Family, Business Families Centre, Sauder School of Business, UBC, Attendee, September 15, 2011.
  • The Current State of the Canadian Economy, Dr. Farid Novin, Bank of Canada. Sponsored by Bloomberg & CFA, Vancouver, August 18, 2011.
  • Financial Statement Analysis for the Non-Accountant, UBC Sauder School of Business, June, 2011.
  • Bloomberg Canada Economic Summit, Toronto, Canada, May 10th, 2011.
  • Winning the Succession Game, Thomas William Deans, PhD, CAFE Vancouver, c/o The Business Families Centre, UBC, March 16, 2011.
  • CIBC Visiting Scholar Series, Keeping It In The Family: Financing Growth Without Losing Control; Lectures by Dr. Bélen Villalonga from Harvard University & Dr. Raphael Amit from The Wharton School.   Attended session on January 17th, 2011, UBC Business Families Centre, Sauder School of Business, Vancouver , British Columbia.
  • Resolving Conflict in the Workplace, Successfully completed course in November, 2010, University of British Columbia, Sauder School of Business.
  • Barron’s The Art of Successful Investing Conference, NYC, Attendee,October, 2010.
  • HSM, The World Business Forum, NYC, Attendee, October, 2010.
  • Family Legacy Series, The Beedie Family; Business Families Centre, UBC Sauder School of Business,  Attendee, September 22, 2010.
  • CIBC Professorship in Business Families Studies, Visiting Scholar Series: Dr. Jess Chua. Attended session, Ernst & Young LLP, Pacific Ctr., Vancouver, British Columbia. March 4th, 2010
  • HSM, The World Business Forum, NYC, Attendee, October, 2009.
  • Gary Hamel Seminar, The Future of Management,NYC October, 2009.
  • Commanding Presence: Advanced Communication & Presentation Coaching with John Plank, Toronto, March, 2009
  • Managing High Net Worth, CSI: Successfully completed course, March, 2009.
  • Building High Net worth, CSI: Successfully completed course, January, 2009.
  • Barron’s Round Table Conference:The Art of Successful Investing Conference, Participant, NYC, October, 2008.
  • Marcus Buckingham, Special Management Program: Leading From Your Strengths, NYC, September, 2008.
  • HSM, The World Business Forum, Attendee, NYC, September, 2008.
  • Strategic Wealth Transfer, CSI, Successfully completed course, July, 2007.
  • HSM, The World Business Forum, Attendee, NYC, 2007.
  • Options Supervisor’s Course, CSI: Successfully completed course, March, 2006.
  • HSM, The World Business Forum, Attendee, NYC, 2006.
  • Investment Advisory Training, One Capital Management,Los Angeles, California, 2006.
  • Effective Management Seminar, CSI, September, 2004, Toronto, Ontario. Successfully completed. A required seminar by the Canadian Securities Institute for all branch managers in the investment industry.
  • Partners, Directors & Senior Officers Qualifying Exam, CSI,July, 2004, Toronto. Ontario. Successfully completed. A required course by the Canadian Securities Institute for all partners, directors and senior officers in the investment industry.
  • Canadian Investment Manager, CSI, July, 2004, Toronto Ontario. Canadian Securities Institute. Successfully completed a two -year course through Canadian Securities Institute, covering more advanced aspects of financial planning, ethics, compliance and regulation in the securities industry, ultimately leading to the CIM designation.
  • Portfolio Management Techniques, CSI,Successfully completed, May, 2004.
  • Branch Managers Course, CSI, April, 2004, Toronto Ontario. Successfully completed.
  • Investment Management Techniques, CSI, Successfully completed July, 2003.
  • Capital Markets Overview, June, 2003, Fidelity Education Services
  • Ethics Seminar, CSI, November, 2002, Vancouver British Columbia. Canadian Securities Institute.
  • Personal Financial Planning, 2001, University of Victoria, Victoria, British Columbia. Successfully completed a two- semester course dealing with fundamental financial planning.
  • Program on Negotiation, 2001, Boston Massachusetts.Harvard University, MIT, Tufts University: An inter-university consortium course offering strategies for dealing with tough topics, difficult information and managing interpersonal conflict.
  • Vancouver Corporate Board Workshop, 2001, Vancouver, British Columbia. Women’s Executive Network. A workshop covering topics from an introduction to corporate boards to legal responsibilities.
  • Nick Murray Master Class, 2000, Vancouver British Columbia. Nick Murray Co. Inc. A one -day course on building and managing a successful practice in the investment industry.
  • Life Agent 1, 1998, VictoriaBritish Columbia. Insurance Council of British Columbia. Successfully completed. A required course for selling life insurance and annuities in Canada.
  • Canadian Futures Course, CSI, 1988, Toronto Ontario. Canadian Securities Institute. Successfully completed the required course for trading in the futures market.
  • Canadian Options Course, CSI, 1988, Toronto Ontario. Canadian Securities Institute. Successfully completed the required course for trading in the options market.
  • Canadian Securities Course, CSI, 1988, Toronto Ontario. Canadian Securities Institute. Successfully completed the required course for Investment Advisors in Canada.

Professional Web Seminars Completed

  • Jamie Golombek, Year End Tax Planning, CIBC Private Wealth Management, October 19, 2011.
  • Jamie Golombek’s Federal Budget Breakdown, CIBC Private Wealth    Management, March 23rd, 2011.