Vancouver, BC Financial Services / Financial Management / Financial Planning Consultants Companies directory and employer contacts list
The following Vancouver, BC, Canada Financial Services / Financial Management / Financial Planning Consultants Companies are among the many key British Columbia organizations listed in the JobPro Directory.Try JobPro today for free for more contacts, real email addresses and detailed company information from this and over 80 other industries across British Columbia.
Credential Securities Inc. / Credential Direct (div. of Credential Financial Inc.) - 800 - 1111 West Georgia Street, Vancouver, BC
Credential Financial Inc. is the national wealth management provider founded by the Canadian credit union system. We offer credit unions and independent investment firms an integrated range of products and services to meet the financial needs of Canadians.
Credential Financial Inc. provides ...
Dan Brugger, Director, Infrastructure & Operations
Credential Securities Inc. / Credential Direct (div. of Credential Financial Inc.)
800 - 1111 West Georgia Street
Vancouver BC V6E 4T6
Tel. 604 714-3850 - direct
Tel. 1 888 207-8121
Fax. 604 714-3801
supportzqhlbj@credentialdirect.com
www.credentialdirect.com
www.credential.com
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Credential Securities Inc. / Credential Direct (div. of Credential Financial Inc.) - 800 - 1111 West Georgia Street, Vancouver, BC
Credential Financial Inc. is the national wealth management provider founded by the Canadian credit union system. We offer credit unions and independent investment firms an integrated range of products and services to meet the financial needs of Canadians.
Credential Financial Inc. provides ...
Jeff Connery, Senior Vice President, Information Technology & Chief Technology Officer
Credential Securities Inc. / Credential Direct (div. of Credential Financial Inc.)
800 - 1111 West Georgia Street
Vancouver BC V6E 4T6
Tel. 1 888 207-8121
Fax. 604 714-3801
support6n@credentialdirect.com
www.credentialdirect.com
www.credential.com
Jeff Connery is responsible for the overall management and leadership of the company's technology group, which includes directing the firm's technology strategy. Jeff brings a strong background in information technology management, with experience drawn from technology services, financial services, high tech and international airlines systems operations.
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Top of pageCredential Securities Inc. / Credential Direct (div. of Credential Financial Inc.) - 800 - 1111 West Georgia Street, Vancouver, BC
Credential Financial Inc. is the national wealth management provider founded by the Canadian credit union system. We offer credit unions and independent investment firms an integrated range of products and services to meet the financial needs of Canadians.
Credential Financial Inc. provides ...
Carolyn Lefebvre, Vice President, Marketing & Communications
Credential Securities Inc. / Credential Direct (div. of Credential Financial Inc.)
800 - 1111 West Georgia Street
Vancouver BC V6E 4T6
Tel. 604 714-3960 - direct
Tel. 1 888 207-8121
Fax. 604 714-3801
mediarelationsj4@credential.com
supportj4@credentialdirect.com
www.credentialdirect.com
www.credential.com
linkedin.com/pub/carolyn-lefebvre/18/785/6b2
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Mutual Fund Dealers Association of Canada (MFDA) - Pacific Regional Office - 1220 - 650 West Georgia Street, Vancouver, BC
The Mutual Fund Dealers Association of Canada (MFDA) is the national self-regulatory organization (SRO) for the distribution side of the Canadian mutual fund industry. The MFDA is structured as a not-for-profit corporation and its Members are mutual fund dealers that are licensed with provincial ...
Jeff Mount, Vice President, Pacific Region
Mutual Fund Dealers Association of Canada (MFDA) - Pacific Regional Office
1220 - 650 West Georgia Street
Vancouver BC V6B 4N9
Tel. 604 694-8840
Fax. 604 683-6577
jmountg@mfda.ca
pacificofficeg@mfda.ca
www.mfda.ca
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Credential Securities Inc. / Credential Direct (div. of Credential Financial Inc.) - 800 - 1111 West Georgia Street, Vancouver, BC
Credential Financial Inc. is the national wealth management provider founded by the Canadian credit union system. We offer credit unions and independent investment firms an integrated range of products and services to meet the financial needs of Canadians.
Credential Financial Inc. provides ...
Yasmin Lalani, Senior Vice President, Legal, Risk Management, & Chief Counsel
Credential Securities Inc. / Credential Direct (div. of Credential Financial Inc.)
800 - 1111 West Georgia Street
Vancouver BC V6E 4T6
Tel. 1 888 207-8121
Fax. 604 714-3801
supportv6b@credentialdirect.com
www.credentialdirect.com
www.credential.com
Yasmin Lalani is responsible for overall legal, risk management, privacy and compliance activities and serves as the firm's Corporate Secretary. Yasmin has 14 years of experience in the financial services and wealth management business. She is specialized in securities and corporate/ commercial law and is a member of the Financial Planning Standards Council (FPSC) Enforcement Committee and the Credit Union Central of Canada Legislative Affairs Committee.
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Top of pageCredential Securities Inc. / Credential Direct (div. of Credential Financial Inc.) - 800 - 1111 West Georgia Street, Vancouver, BC
Credential Financial Inc. is the national wealth management provider founded by the Canadian credit union system. We offer credit unions and independent investment firms an integrated range of products and services to meet the financial needs of Canadians.
Credential Financial Inc. provides ...
Rod Ancrum, Senior VP, Finance, Human Resources, & Chief Financial Officer
Credential Securities Inc. / Credential Direct (div. of Credential Financial Inc.)
800 - 1111 West Georgia Street
Vancouver BC V6E 4T6
Tel. 1 888 207-8121
Fax. 604 714-3801
support9rv@credentialdirect.com
www.credentialdirect.com
www.credential.com
Rod Ancrum is responsible for financial accounting, regulatory reporting, financial risk management and leadership of specific strategic initiatives to support the growth of the business and in support of client and shareholder relations activities. He brings over 20 years of financial services experience in financial and operations management.
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Credential Securities Inc. / Credential Direct (div. of Credential Financial Inc.) - 800 - 1111 West Georgia Street, Vancouver, BC
Credential Financial Inc. is the national wealth management provider founded by the Canadian credit union system. We offer credit unions and independent investment firms an integrated range of products and services to meet the financial needs of Canadians.
Credential Financial Inc. provides ...
Kim Thompson, Senior Vice President, Advisory Services
Credential Securities Inc. / Credential Direct (div. of Credential Financial Inc.)
800 - 1111 West Georgia Street
Vancouver BC V6E 4T6
Tel. 1 888 207-8121
Fax. 604 714-3801
supportr4w@credentialdirect.com
www.credentialdirect.com
www.credential.com
Kim Thompson is responsible for the firm's Advisory Services division and its departments, including Business Consulting, Practice Management, Product Solutions, and Investment Advisory. She brings over 20 years progressive experience in the investment and financial services industry. Kim has extensive experience in developing and implementing wealth management and client relationship management strategies.
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Credential Securities Inc. / Credential Direct (div. of Credential Financial Inc.) - 800 - 1111 West Georgia Street, Vancouver, BC
Credential Financial Inc. is the national wealth management provider founded by the Canadian credit union system. We offer credit unions and independent investment firms an integrated range of products and services to meet the financial needs of Canadians.
Credential Financial Inc. provides ...
Glenn Thorarinson, Senior VP, Business Consulting
Credential Securities Inc. / Credential Direct (div. of Credential Financial Inc.)
800 - 1111 West Georgia Street
Vancouver BC V6E 4T6
Tel. 1 888 207-8121
Fax. 604 714-3801
support74q@credentialdirect.com
www.credentialdirect.com
www.credential.com
Glenn Thorarinson has over 20 years of experience in financial services industry. In his role, Glenn helps credit unions develop strategies to capture their member's share of wallet in the wealth management arena. Glenn's team consists of RVP's and Sales Development Managers who provide sales coaching and mentoring to investment and insurance advisors.
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Top of pageCredential Securities Inc. / Credential Direct (div. of Credential Financial Inc.) - 800 - 1111 West Georgia Street, Vancouver, BC
Credential Financial Inc. is the national wealth management provider founded by the Canadian credit union system. We offer credit unions and independent investment firms an integrated range of products and services to meet the financial needs of Canadians.
Credential Financial Inc. provides ...
Ernie Nichiporik, Senior Vice President, Operations & Service
Credential Securities Inc. / Credential Direct (div. of Credential Financial Inc.)
800 - 1111 West Georgia Street
Vancouver BC V6E 4T6
Tel. 1 888 207-8121
Fax. 604 714-3801
supportxok@credentialdirect.com
www.credentialdirect.com
www.credential.com
Ernie Nichiporik is responsible for the overall operations and service delivery for Credential Asset Management, Credential Securities, and Credential Insurance Services. He has 15 years of experience in operations, service, and management as well as financial analysis and planning focused in the MFDA and IIROC market space of the financial industry.
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Credential Securities Inc. / Credential Direct (div. of Credential Financial Inc.) - 800 - 1111 West Georgia Street, Vancouver, BC
Credential Financial Inc. is the national wealth management provider founded by the Canadian credit union system. We offer credit unions and independent investment firms an integrated range of products and services to meet the financial needs of Canadians.
Credential Financial Inc. provides ...
Doce Tomic, President and Chief Executive Officer
Credential Securities Inc. / Credential Direct (div. of Credential Financial Inc.)
800 - 1111 West Georgia Street
Vancouver BC V6E 4T6
Tel. 1 888 207-8121
Fax. 604 714-3801
supportphl@credentialdirect.com
www.credentialdirect.com
www.credential.com
As President & CEO, Doce Tomic is responsible for providing strategic business planning and leadership to the firm. Doce brings with him significant investment advisory, wealth management, and executive experience gained through several years in senior positions at RBC, with varied responsibility for its Canadian businesses, including: Dominion Securities, Action Direct, Private Banking, Private Trust, and Private Counsel. In recent years, Doce also held the positions of COO for Wellington West Capital, President of Wellington West Asset Management, and President of Ticoon Technology Inc.
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Breakwater Accounting Advisors LLP - 710, PO Box 11612 - 650 West Georgia Street, Vancouver, BC
* Internal Controls Compliance (SOX, NI 52-109)
* Financial Reporting Advisory (US GAAP, Canadian GAAP and IFRS)
* Internal Audit
* Enterprise Risk Management
* Information Technology Audit and Consulting
* Forensic Services
* Revenue Optimization and Cost Recovery
* Outsourced Controllership Services
Michael Pretorius, CISA, CIA
Breakwater Accounting Advisors LLP
710, PO Box 11612 - 650 West Georgia Street
Vancouver BC V6B 4N9
Tel. 778 331-2220
Fax. 778 331-2239
mpretoriuss3f@breakwateradvisors.ca
infos3f@breakwateradvisors.ca
www.breakwateradvisors.ca
Michael is an Information Systems Auditor with over 13 years experience as an Information Systems and Financial Auditor. Through his international experience at public accounting Big 4 firms (KPMG and PwC), he built a solid understanding of financial and IT control environments at clients across various industry sectors.
Michael has helped numerous organizations evaluate and improve their financial and IT control environments by utilizing industry accepted control frameworks such as COSO and COBIT. Following his career in public accounting, Michael moved to a multi-national US listed public company, playing an integral part in their Sarbanes-Oxley compliance effort.
Michael uses his background in financial auditing, coupled with his understanding of IT systems and data structures to help organizations turn their data into business intelligence through data analysis techniques. The results of his work has not only helped organizations improve their management decision making, but also improve their internal controls and anti-fraud measures.
Michael has earned his CISA (Certified Information Systems Auditor) and CIA (Certified Internal Auditor) designations. He is also a Past-President of the Vancouver Chapter of ISACA (Information Systems Audit and Control Association).
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Top of pageBreakwater Accounting Advisors LLP - 710, PO Box 11612 - 650 West Georgia Street, Vancouver, BC
* Internal Controls Compliance (SOX, NI 52-109)
* Financial Reporting Advisory (US GAAP, Canadian GAAP and IFRS)
* Internal Audit
* Enterprise Risk Management
* Information Technology Audit and Consulting
* Forensic Services
* Revenue Optimization and Cost Recovery
* Outsourced Controllership Services
Shane Troyer, CGA, CFE, CIA, CISSP
Breakwater Accounting Advisors LLP
710, PO Box 11612 - 650 West Georgia Street
Vancouver BC V6B 4N9
Tel. 778 331-2220
Fax. 778 331-2239
stroyervkz@breakwateradvisors.ca
infovkz@breakwateradvisors.ca
www.breakwateradvisors.ca
Shane has 15 years combined experience in forensic accounting and investigation, operational internal audit, and external audit services. Shane leverages his unique combination of internal audit and forensic skill sets to ensure our clients receive the optimal level of assistance in addressing key operational risks, including the prevention, detection, and investigation of fraud and wrongdoing.
Shane has local, national, and international experience working with organizations in both the public and private sectors, ranging from small owner-managed businesses to large multi-billion dollar corporate and government entities.
Previously, Shane was a Senior Manager in the Forensic and Dispute Services practice at Deloitte and a Manager with the Advisory Services Practice of PricewaterhouseCoopers in Vancouver.
Shane is a Certified General Accountant, Certified Fraud Examiner, Certified Internal Auditor, and a Certified Information System Security Professional.
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Breakwater Accounting Advisors LLP - 710, PO Box 11612 - 650 West Georgia Street, Vancouver, BC
* Internal Controls Compliance (SOX, NI 52-109)
* Financial Reporting Advisory (US GAAP, Canadian GAAP and IFRS)
* Internal Audit
* Enterprise Risk Management
* Information Technology Audit and Consulting
* Forensic Services
* Revenue Optimization and Cost Recovery
* Outsourced Controllership Services
Oliver Foeste, CA
Breakwater Accounting Advisors LLP
710, PO Box 11612 - 650 West Georgia Street
Vancouver BC V6B 4N9
Tel. 778 331-2220
Fax. 778 331-2239
ofoeste9lt@breakwateradvisors.ca
info9lt@breakwateradvisors.ca
www.breakwateradvisors.ca
Oliver brings over ten years of combined financial reporting experience in public practice and industry and has experience in several industries including resource based companies and real estate.
Oliver focuses on assisting organizations with their ongoing financial reporting requirements and with their International Financial Reporting Standards (IFRS) implementations.
Previously, Oliver was at Deloitte where he has led audit and assurance engagements for both private and public companies, and more recently has held senior management positions in multinational and small capitalization companies listed in Canada and the United States and has been involved with transactions including mergers, acquisitions, divestitures, systems implementations, IFRS conversion, and other public company transactions.
Oliver is a director of a TSXV listed company and was the secretary of a TSX listed company and intimately understands the needs of a public company's board members, executive and senior management.
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Breakwater Accounting Advisors LLP - 710, PO Box 11612 - 650 West Georgia Street, Vancouver, BC
* Internal Controls Compliance (SOX, NI 52-109)
* Financial Reporting Advisory (US GAAP, Canadian GAAP and IFRS)
* Internal Audit
* Enterprise Risk Management
* Information Technology Audit and Consulting
* Forensic Services
* Revenue Optimization and Cost Recovery
* Outsourced Controllership Services
Carla Lee, CA
Breakwater Accounting Advisors LLP
710, PO Box 11612 - 650 West Georgia Street
Vancouver BC V6B 4N9
Tel. 778 331-2220
Fax. 778 331-2239
clee61u0@breakwateradvisors.ca
info61u0@breakwateradvisors.ca
www.breakwateradvisors.ca
Carla brings over 15 years of financial reporting experience in both industry and public practice as she focuses on assisting organizations with IFRS implementations and technical accounting issues.
With her experience at KPMG in Vancouver and in a highly effective finance team at a global multinational, Carla has been involved in a variety of public company reporting issues. In addition she has successfully led several finance department restructurings ensuring a clear understanding of customer needs and required department outputs to determine the appropriate skill sets to be included in the team.
Most recently, Carla was with a Crown Corporation as the finance lead of their International Financial Reporting Standards implementation and brings insight to practical issues in successfully implementing the new standards.
From her experience at Methanex Corporation, a publicly-traded chemical company with global operations listed in Canada and the United States, Carla sees the full finance picture as she held a variety of senior finance roles and played a key part in their Sarbanes-Oxley compliance, systems implementations as well as being responsible for internal and external financial reporting.
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Top of pageBreakwater Accounting Advisors LLP - 710, PO Box 11612 - 650 West Georgia Street, Vancouver, BC
* Internal Controls Compliance (SOX, NI 52-109)
* Financial Reporting Advisory (US GAAP, Canadian GAAP and IFRS)
* Internal Audit
* Enterprise Risk Management
* Information Technology Audit and Consulting
* Forensic Services
* Revenue Optimization and Cost Recovery
* Outsourced Controllership Services
Steven Figner, CA, CISA, Managing Partner
Breakwater Accounting Advisors LLP
710, PO Box 11612 - 650 West Georgia Street
Vancouver BC V6B 4N9
Tel. 778 331-2220
Fax. 778 331-2239
sfignere8n7a1@breakwateradvisors.ca
infoe8n7a1@breakwateradvisors.ca
www.breakwateradvisors.ca
Steven is the Managing Partner of Breakwater Accounting Advisors LLP and has over 16 years experience providing a broad range of accounting and advisory services to the local and international market.
While his experience varies from implementing enterprise risk management to performing due diligence on multi-billion dollar mergers to computer forensics, a core focus throughout his career has been in the area of governance, risk management and internal controls.
Combining his background as a Chartered Accountant and a Certified Information Systems Auditor, Steven provides for clients insight into the complete picture and is recognized for recommending practical solutions.
Previously, Steven was with PricewaterhouseCoopers in Vancouver as a Director in the Advisory Services practice. Steven led numerous successful regulatory compliance and internal controls engagements for companies of various sizes ranging from large multinationals to smaller junior exploration mining companies.
He also spent six years with Deloitte where he was responsible for working with large and mid-sized organizations and provided leadership to various control assurance engagements. His experience in industry has given him a balanced perspective when implementing solutions for clients.
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Certified General Accountants Association of Canada (CGA-Canada) - 800 - 1188 West Georgia Street, Vancouver, BC
represents CGAs and students in Canada, as well as Bermuda, the nations of the Caribbean, the People's Republic of China and Hong Kong. CGA-Canada sets educational standards, professional guidelines, provides services and develops the CGA Program of Professional Studies
Gabriel Vitus, Vice President, Business Information Systems
Certified General Accountants Association of Canada (CGA-Canada)
800 - 1188 West Georgia Street
Vancouver BC V6E 4A2
Tel. 604 669-3555
Fax. 604 689-5845
gvitusp0jx@cga-canada.org
www.cga-canada.org
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Certified General Accountants Association of Canada (CGA-Canada) - 800 - 1188 West Georgia Street, Vancouver, BC
represents CGAs and students in Canada, as well as Bermuda, the nations of the Caribbean, the People's Republic of China and Hong Kong. CGA-Canada sets educational standards, professional guidelines, provides services and develops the CGA Program of Professional Studies
Carole Presseault, Vice President, Government and Regulatory Affairs
Certified General Accountants Association of Canada (CGA-Canada)
800 - 1188 West Georgia Street
Vancouver BC V6E 4A2
Tel. 604 669-3555
Fax. 604 689-5845
cpresseaultzwk4o@cga-canada.org
www.cga-canada.org
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Top of pageCertified General Accountants Association of Canada (CGA-Canada) - 800 - 1188 West Georgia Street, Vancouver, BC
represents CGAs and students in Canada, as well as Bermuda, the nations of the Caribbean, the People's Republic of China and Hong Kong. CGA-Canada sets educational standards, professional guidelines, provides services and develops the CGA Program of Professional Studies
Lorraine Pitt, Vice President, Public Affairs
Certified General Accountants Association of Canada (CGA-Canada)
800 - 1188 West Georgia Street
Vancouver BC V6E 4A2
Tel. 604 669-3555
Fax. 604 689-5845
lpittocwbues44@cga-canada.org
www.cga-canada.org
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Certified General Accountants Association of Canada (CGA-Canada) - 800 - 1188 West Georgia Street, Vancouver, BC
represents CGAs and students in Canada, as well as Bermuda, the nations of the Caribbean, the People's Republic of China and Hong Kong. CGA-Canada sets educational standards, professional guidelines, provides services and develops the CGA Program of Professional Studies
Rock Lefebvre, MBA, FCIS, FCGA
Certified General Accountants Association of Canada (CGA-Canada)
800 - 1188 West Georgia Street
Vancouver, BC V6E 4A2
Tel. 604 669-3555
Fax. 604 689-5845
rlefebvre0ut55z@cga-canada.org
www.cga-canada.org
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Certified General Accountants Association of Canada (CGA-Canada) - 800 - 1188 West Georgia Street, Vancouver, BC
represents CGAs and students in Canada, as well as Bermuda, the nations of the Caribbean, the People's Republic of China and Hong Kong. CGA-Canada sets educational standards, professional guidelines, provides services and develops the CGA Program of Professional Studies
Lyle Handfield, FCGA, Vice President, International and Corporate Affairs
Certified General Accountants Association of Canada (CGA-Canada)
800 - 1188 West Georgia Street
Vancouver BC V6E 4A2
Tel. 604 669-3555
Fax. 604 689-5845
lhandfieldz1zqq37u@cga-canada.org
www.cga-canada.org
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Top of pageCertified General Accountants Association of Canada (CGA-Canada) - 800 - 1188 West Georgia Street, Vancouver, BC
represents CGAs and students in Canada, as well as Bermuda, the nations of the Caribbean, the People's Republic of China and Hong Kong. CGA-Canada sets educational standards, professional guidelines, provides services and develops the CGA Program of Professional Studies
Lynda Carson, FCGA, Vice President, Education and Operational Affairs
Certified General Accountants Association of Canada (CGA-Canada)
800 - 1188 West Georgia Street
Vancouver, BC V6E 4A2
Tel. 604 669-3555
Fax. 604 689-5845
LCarson4z@cga-canada.org
www.cga-canada.org
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Certified General Accountants Association of Canada (CGA-Canada) - 800 - 1188 West Georgia Street, Vancouver, BC
represents CGAs and students in Canada, as well as Bermuda, the nations of the Caribbean, the People's Republic of China and Hong Kong. CGA-Canada sets educational standards, professional guidelines, provides services and develops the CGA Program of Professional Studies
Anthony Ariganello, FCGA, President and Chief Executive Officer
Certified General Accountants Association of Canada (CGA-Canada)
800 - 1188 West Georgia Street
Vancouver, BC V6E 4A2
Tel. 604 669-3555
Fax. 604 689-5845
aariganelloii2gc737@cga-canada.org
www.cga-canada.org
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Certified General Accountants Association of Canada (CGA-Canada) - 800 - 1188 West Georgia Street, Vancouver, BC
represents CGAs and students in Canada, as well as Bermuda, the nations of the Caribbean, the People's Republic of China and Hong Kong. CGA-Canada sets educational standards, professional guidelines, provides services and develops the CGA Program of Professional Studies
Baldev Gill, CGA, Vice President, Finance and Human Resources
Certified General Accountants Association of Canada (CGA-Canada)
800 - 1188 West Georgia Street
Vancouver, BC V6E 4A2
Tel. 604 669-3555
Fax. 604-605-5016 - direct
Fax. 604 689-5845
bgill3@cga-canada.org
hr3@cga-canada.org
www.cga-canada.org
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Top of pageCertified General Accountants Association of Canada (CGA-Canada) - 800 - 1188 West Georgia Street, Vancouver, BC
represents CGAs and students in Canada, as well as Bermuda, the nations of the Caribbean, the People's Republic of China and Hong Kong. CGA-Canada sets educational standards, professional guidelines, provides services and develops the CGA Program of Professional Studies
Angela Salehi, Communications Advisor
Certified General Accountants Association of Canada (CGA-Canada)
800 - 1188 West Georgia Street
Vancouver BC V6E 4A2
Tel. 604 605-5138 - direct
Tel. 604 669-3555
Fax. 604 689-5845
asalehicsla74n@cga-canada.org
www.cga-canada.org
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Certified General Accountants Association of Canada (CGA-Canada) - 800 - 1188 West Georgia Street, Vancouver, BC
represents CGAs and students in Canada, as well as Bermuda, the nations of the Caribbean, the People's Republic of China and Hong Kong. CGA-Canada sets educational standards, professional guidelines, provides services and develops the CGA Program of Professional Studies
Taylore Ashlie, Director, Communications
CGA-Canada
800 - 1188 West Georgia Street
Vancouver, BC V6E 4A2
Tel. 604 605-5055 - direct
Tel. 604 307-0212 - cell
Tel. 604 669-3555
Fax. 604 689-5845
tashlie1e6bs@cga-canada.org
www.cga-canada.org
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Certified General Accountants Association of Canada (CGA-Canada) - 800 - 1188 West Georgia Street, Vancouver, BC
represents CGAs and students in Canada, as well as Bermuda, the nations of the Caribbean, the People's Republic of China and Hong Kong. CGA-Canada sets educational standards, professional guidelines, provides services and develops the CGA Program of Professional Studies
Dee Sharma, BsB/M, CHRP, Director, Human Resources
Certified General Accountants Association of Canada (CGA-Canada)
800 - 1188 West Georgia Street
Vancouver BC V6E 4A2
Tel. 604 669-3555
Fax. 604 689-5845
DSharmaky@cga-canada.org
www.cga-canada.org
www.linkedin.com/in/deesharma
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Top of pageCertified General Accountants Association of Canada (CGA-Canada) - 800 - 1188 West Georgia Street, Vancouver, BC
represents CGAs and students in Canada, as well as Bermuda, the nations of the Caribbean, the People's Republic of China and Hong Kong. CGA-Canada sets educational standards, professional guidelines, provides services and develops the CGA Program of Professional Studies
Cameron MacKenzie, Director, Professional Services
Certified General Accountants Association of Canada (CGA-Canada)
800 - 1188 West Georgia Street
Vancouver BC V6E 4A2
Tel. 604 669-3555
Fax. 604 689-5845
CMacKenziei0ffpq@cga-canada.org
www.cga-canada.org
www.linkedin.com/pub/cameron-mackenzie/0/636/531
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Certified General Accountants Association of Canada (CGA-Canada) - 800 - 1188 West Georgia Street, Vancouver, BC
represents CGAs and students in Canada, as well as Bermuda, the nations of the Caribbean, the People's Republic of China and Hong Kong. CGA-Canada sets educational standards, professional guidelines, provides services and develops the CGA Program of Professional Studies
Mary Sharkey, CGA, Curriculum Developer
Certified General Accountants Association of Canada (CGA-Canada)
800 - 1188 West Georgia Street
Vancouver BC V6E 4A2
Tel. 604 669-3555
Fax. 604 689-5845
MSharkeytu2ltf@cga-canada.org
www.cga-canada.org
www.linkedin.com/pub/mary-sharkey-cga/1/602/553
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Certified General Accountants Association of Canada (CGA-Canada) - 800 - 1188 West Georgia Street, Vancouver, BC
represents CGAs and students in Canada, as well as Bermuda, the nations of the Caribbean, the People's Republic of China and Hong Kong. CGA-Canada sets educational standards, professional guidelines, provides services and develops the CGA Program of Professional Studies
Bogdan Pirvoaica, Manager, Systems Operations
Certified General Accountants Association of Canada (CGA-Canada)
800 - 1188 West Georgia Street
Vancouver BC V6E 4A2
Tel. 604 669-3555
Fax. 604 689-5845
BPirvoaicaokl@cga-canada.org
www.cga-canada.org
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Top of pageCertified General Accountants Association of Canada (CGA-Canada) - 800 - 1188 West Georgia Street, Vancouver, BC
represents CGAs and students in Canada, as well as Bermuda, the nations of the Caribbean, the People's Republic of China and Hong Kong. CGA-Canada sets educational standards, professional guidelines, provides services and develops the CGA Program of Professional Studies
Greg Dochuk, Product Coordinator, Professional Services
Certified General Accountants Association of Canada (CGA-Canada)
800 - 1188 West Georgia Street
Vancouver BC V6E 4A2
Tel. 604 669-3555
Fax. 604 689-5845
GDochuk8c@cga-canada.org
www.cga-canada.org
www.linkedin.com/pub/greg-dochuk/11/190/724
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Central 1 Credit Union / The Credit Unions Of British Columbia - 1441 Creekside Drive, Vancouver, BC
rade association and central banking association; financial advocacy and support services to BC credit unions, represents and supports the BC credit union system as the provider of several distinct categories of service, web usability consulting
Scott Baldwin, Senior Product Manager, Direct Banking
Central 1 Credit Union / The Credit Unions Of British Columbia
1441 Creekside Drive
Vancouver BC V6J 4S7
Tel. 604 734-2511
Fax. 604 737-5055
SBaldwin4ioh9eoer@central1.com
info4ioh9eoer@central1.com
www.central1.com
I'm Senior Product Manager, Direct Banking at Central 1 Credit Union and help create fantastic online tools for 300+ Canadian credit unions and banks. Prior I worked in UX/IA/IxD roles at nForm, Critical Mass, Habanero and others.
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Central 1 Credit Union / The Credit Unions Of British Columbia - 1441 Creekside Drive, Vancouver, BC
rade association and central banking association; financial advocacy and support services to BC credit unions, represents and supports the BC credit union system as the provider of several distinct categories of service, web usability consulting
Jonah Zhao, Associate Vice President, Product Development
Central 1 Credit Union
1441 Creekside Drive
Vancouver, BC V6J 4S7
Tel. 604 734-2511
Fax. 604 737-5055
JZhao8dto7@central1.com
info8dto7@central1.com
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Top of pageCentral 1 Credit Union / The Credit Unions Of British Columbia - 1441 Creekside Drive, Vancouver, BC
rade association and central banking association; financial advocacy and support services to BC credit unions, represents and supports the BC credit union system as the provider of several distinct categories of service, web usability consulting
Linda Archer, Vice President, Human Resources & Marketing
Central 1 Credit Union
1441 Creekside Drive
Vancouver, BC V6J 4S7
Tel. 604 737-5068 - direct
Tel. 604 734-2511
Fax. 604 737-5055
larchernfxj9r3l3@central1.com
infonfxj9r3l3@central1.com
www.creditunionsofbc.com - Find a Credit Union
www.central1.com
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Central 1 Credit Union / The Credit Unions Of British Columbia - 1441 Creekside Drive, Vancouver, BC
rade association and central banking association; financial advocacy and support services to BC credit unions, represents and supports the BC credit union system as the provider of several distinct categories of service, web usability consulting
Linda Kydd, Human Resources Coordinator
Central 1 Credit Union
1441 Creekside Drive
Vancouver, BC V6J 4S7
Tel. 604 737-5977 - direct
Tel. 604 734-2511
Fax. 604 737-5059 - direct
Fax. 604 737-5055
lkyddxb0rt@central1.com
infoxb0rt@central1.com
www.creditunionsofbc.com - Find a Credit Union
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Central 1 Credit Union / The Credit Unions Of British Columbia - 1441 Creekside Drive, Vancouver, BC
rade association and central banking association; financial advocacy and support services to BC credit unions, represents and supports the BC credit union system as the provider of several distinct categories of service, web usability consulting
Nicolas Untz, Manager Network and Systems
Central 1 Credit Union
1441 Creekside Drive
Vancouver, BC V6J 4S7
Tel. 604 734-2511
Fax. 604 737-5055
NUntzodg@central1.com
infoodg@central1.com
www.creditunionsofbc.com - Find a Credit Union
www.central1.com
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Top of pageCentral 1 Credit Union / The Credit Unions Of British Columbia - 1441 Creekside Drive, Vancouver, BC
rade association and central banking association; financial advocacy and support services to BC credit unions, represents and supports the BC credit union system as the provider of several distinct categories of service, web usability consulting
Sheila Mackenzie, Team Lead, Interactive Design, MemberDirect Services
Central 1 Credit Union
1441 Creekside Drive
Vancouver, BC V6J 4S7
Tel. 604 737-5959 - direct
Tel. 604 734-2511
Fax. 604 737-5055
smackenziejsyd@memberdirect.ca
smackenziejsyd@central1.com
client_supportjsyd@memberdirect.ca
infojsyd@central1.com
www.creditunionsofbc.com - Find a Credit Union
www.central1.com
memberdirect.ca
My group reports into the Client Services group.
But we provide UX design and front end development services to the Product group too. We straddle two areas of business - client websites and core product design.
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Central 1 Credit Union / The Credit Unions Of British Columbia - 1441 Creekside Drive, Vancouver, BC
rade association and central banking association; financial advocacy and support services to BC credit unions, represents and supports the BC credit union system as the provider of several distinct categories of service, web usability consulting
Tom Balabanov, Mgr., Application Analysis
Central 1 Credit Union
1441 Creekside Drive
Vancouver, BC V6J 4S7
Tel. 604 734-2511
Fax. 604 737-5055
tbalabanovs1mnwp@central1.com
infos1mnwp@central1.com
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www.central1.com
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Central 1 Credit Union / The Credit Unions Of British Columbia - 1441 Creekside Drive, Vancouver, BC
rade association and central banking association; financial advocacy and support services to BC credit unions, represents and supports the BC credit union system as the provider of several distinct categories of service, web usability consulting
Joanne Chang, Human Resources
Central 1 Credit Union
1441 Creekside Drive
Vancouver, BC V6J 4S7
Tel. 604 734-2511
Fax. 604 737-5055
JChang605@central1.com
want2work605@central1.com
info605@central1.com
www.creditunionsofbc.com - Find a Credit Union
www.central1.com
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Top of pageCentral 1 Credit Union / The Credit Unions Of British Columbia - 1441 Creekside Drive, Vancouver, BC
rade association and central banking association; financial advocacy and support services to BC credit unions, represents and supports the BC credit union system as the provider of several distinct categories of service, web usability consulting
Patty Abbott, Interaction Design, Team Lead
Central 1 Credit Union
1441 Creekside Drive
Vancouver BC V6J 4S7
Tel. 604 742-5368 - direct
Tel. 604 734-2511
Fax. 604 737-5055
pabbottlq2f@central1.com
infolq2f@central1.com
www.creditunionsofbc.com - Find a Credit Union
www.central1.com
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Central 1 Credit Union / The Credit Unions Of British Columbia - 1441 Creekside Drive, Vancouver, BC
rade association and central banking association; financial advocacy and support services to BC credit unions, represents and supports the BC credit union system as the provider of several distinct categories of service, web usability consulting
Darren S. Kozol, General Counsel and Government Relations Officer
Central 1 Credit Union
1441 Creekside Drive
Vancouver BC V6J 4S7
Tel. 604 737-5950 - direct
Tel. 604 734-2511
Fax. 604 737-5085 - direct
Fax. 604 737-5055
DKozol7b8@central1.com
info7b8@central1.com
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www.central1.com
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Central 1 Credit Union / The Credit Unions Of British Columbia - 1441 Creekside Drive, Vancouver, BC
rade association and central banking association; financial advocacy and support services to BC credit unions, represents and supports the BC credit union system as the provider of several distinct categories of service, web usability consulting
Helmut Pastrick, Chief Economist
Central 1 Credit Union
1441 Creekside Drive
Vancouver, BC V6J 4S7
Tel. 604 734-2511
Fax. 604 737-5055
HPastrickrlf4j@central1.com
inforlf4j@central1.com
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Helmut is editor of the Economic Analysis of B.C. newsletter, a highly regarded and internationally circulated publication of the credit union system in B.C. and provides economic forecasts and services to the system.
Prior to joining Credit Union Central of B.C. in 1997, Helmut spent 20 years with the Canada Mortgage and Housing Corporation in B.C., and was responsible for analyzing and forecasting the provincial housing market and economy.
He is past President of the Association of Professional Economists of B.C., a member of the Canadian Association for Business Economics, and of the Real Estate Institute of B.C.
Helmut achieved an honours B.A. degree with a first class standing in Economics from Simon Fraser University and he attended the economics graduate school at the University of British Columbia.
He is frequently called upon by the media to provide comments on economic events and his presentations are in demand by many organizations and groups, including credit unions, professional organizations, and service clubs.
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Top of pageCentral 1 Credit Union / The Credit Unions Of British Columbia - 1441 Creekside Drive, Vancouver, BC
rade association and central banking association; financial advocacy and support services to BC credit unions, represents and supports the BC credit union system as the provider of several distinct categories of service, web usability consulting
Oscar van der Meer, Chief Technology and Payment Officer
Central 1 Credit Union
1441 Creekside Drive
Vancouver, BC V6J 4S7
Tel. 604 734-2511
Fax. 604 737-5055
infoz1@central1.com
www.creditunionsofbc.com - Find a Credit Union
www.central1.com
Hired in July 2008, Oscar van der Meer has Executive responsibility for two main lines of business as well as internal IT. The line of business are payment processing (cheques, bill payments, payroll, wires, etc.) and online banking.
The group has 50 million in revenue and 300+ employees. My responsibilities are marketing, sales, development and operation.
Executive with strong business acumen and subject matter expertise in Information Technology and Banking. Develop and execute strategies for Direct Banking using the Internet, contact center and direct mail as channels.
SpecialtiesBusiness plan development, Online Banking strategies, IT Architecture, Image recognition and enhancement.
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Central 1 Credit Union / The Credit Unions Of British Columbia - 1441 Creekside Drive, Vancouver, BC
rade association and central banking association; financial advocacy and support services to BC credit unions, represents and supports the BC credit union system as the provider of several distinct categories of service, web usability consulting
Dale Cody, Manager of Interaction Design
Central 1 Credit Union
1441 Creekside Drive
Vancouver BC V6J 4S7
Tel. 604 734-2511
Fax. 604 737-5055
DCodyaoaxf@central1.com
infoaoaxf@central1.com
www.creditunionsofbc.com - Find a Credit Union
www.central1.com
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Central 1 Credit Union / The Credit Unions Of British Columbia - 1441 Creekside Drive, Vancouver, BC
rade association and central banking association; financial advocacy and support services to BC credit unions, represents and supports the BC credit union system as the provider of several distinct categories of service, web usability consulting
Werner Harmse, Intranet implementation Consultant / Enterprise Web Specialist (Sharepoint)
Central 1 Credit Union
1441 Creekside Drive
Vancouver BC V6J 4S7
Tel. 604 734-2511
Fax. 604 737-5055
WHarmse4zujm5k@central1.com
info4zujm5k@central1.com
www.creditunionsofbc.com - Find a Credit Union
www.central1.com
Werner Harmse has performed many IT roles for some 26 years. He has focused on the implementation of enterprise intranets and the integration of line of business applications through intranet technology since 1997. Having seen intranet technology evolve from hand coded HTML and Javascript to classic ASP to .NET and early CMS systems, he now uses Sharepoint to unlock business value for customers.
Werner's latest project has been leading the Intranet Integration for Central 1 Credit Union's BC and Ontario regions. He is currently involved in the expansion of their intranet's collaboration capabilities as well as a new extranet project aiming to serve Central 1's external business partners.
Werner lives in North Vancouver, loves soaring, sci-fi, anything Hi-Tec and dabbles in home-automation.
Past
* Consultant at Vancity
* Usability Analyst at British Columbia Maritime Employers Association
* Senior IT Consultant at AST Group
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Top of pageComputershare Investor Services Inc. (div. of Computershare Ltd.) - 2nd Floor - 510 Burrard Street, Vancouver, BC
Vancouver-based Computershare Investor Services Inc. operates as a subsidiary of Computershare Ltd. and
provides stock transfer services. The services are provided with the help of online transfer agent technology and solutions.
Computershare Investor Services' parent company, Computershare ...
Steven Rothbloom, President and Chief Executive Officer
Computershare Investor Services Inc. (div. of Computershare Ltd.)
2nd Floor - 510 Burrard Street
Vancouver BC V6C 3B9
Tel. 604 661-9400
Fax. 604 661-9549
www.computershare.com
Steven Rothbloom served as the Chief Executive Officer, President and Regional Managing Director of North America at Computershare Ltd., holding company of Pacific Corporate Trust Company. Mr. Rothbloom served as President of Computershare Investor Services U.S.A with direct responsibility for the registry and stock transfer businesses.
Rothbloom was part of the Executive Team that came across to Computershare following the Harris Bank acquisition in 2000. He joined Harris in 1986 and after a series of senior appointments, became Executive Vice President in 1998. Mr. Rothbloom holds a BA from City University of New York at Queens College and an MBA in Financial Management (with distinction) from Pace University in New York.
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