Advisory Council

Patti Shugart

Chair, WCM Advisory Council

Managing Director and Global Head, Corporate Banking and Global Credit, RBC Capital Markets, Gold Sponsor

Patti Shugart

Chair, WCM Advisory Council

Managing Director and Global Head, Corporate Banking and Global Credit, RBC Capital Markets, Gold Sponsor

Patti Shugart is Global Head of Corporate Banking and Global Credit and a member of the Operating Committee at RBC Capital Markets. In her role, Patti oversees a client-facing team of more than 500 professionals globally who specialize in lending, trading credit and loan portfolio management for the firm's corporate and institutional clients. She also chairs the Loan Portfolio Review Committee and the Commitments Committee which determines the firm’s global lending decisions.


Patti is a strong advocate for diversity and inclusion. She sits on the bank-wide RBC Diversity Leadership Council, is a co-founder of RWomen, a global internal forum dedicated to fostering and developing female talent, and she chairs the Women in Capital Markets’ Strategic Advisory Council. She is also the current Executive Champion for the Toronto RBC Race for the Kids and is RBC's Executive Sponsor for the United Way’s Women United group. Patti has been recognized for her outstanding contributions to the industry through the Champion of Change award from Women in Capital Markets in 2016. She was named one of Canada's Top 100 Most Powerful Women by Women's Executive Network in 2015 and 2017, and received the Women in Capital Markets Award for Leadership in 2010.


Patti is also a board member at Branksome Hall and sits on the Advisory Board for the Smith School of Business at Queen’s University. Patti has an MBA from the University of Toronto (Rotman) and a Bachelor of Commerce (Honours) from Queen’s University.



Riaz Ahmed

President & CEO, TD Securities Group Head, Wholesale Banking, TD Bank Group

TD, Gold Sponsor

Riaz Ahmed

President & CEO, TD Securities Group Head, Wholesale Banking, TD Bank Group

TD, Gold Sponsor

Riaz Ahmed was named President & CEO, TD Securities and Group Head, Wholesale Banking, TD Bank Group in September 2021.

His previous role was Group Head and Chief Financial Officer, TD Bank Group from 2016 to 2021. As CFO he was responsible for Enterprise Strategy, Finance, Chief Accountant’s department, Strategic Sourcing, Enterprise Real Estate, Treasury and Balance Sheet Management, Corporate Development, and TD’s Corporate Transformation Program and Strategy. Before assuming the CFO role, from 2013 to 2015, Riaz led Insurance and North American Credit Cards, two key growth businesses.

Riaz joined TD in 1996 as an investment banker within TD Securities’ infrastructure and independent power team. In 1999, he was appointed the firm’s Chief Financial Officer and subsequently Vice Chair and Chief Administrative Officer. In November 2004, Riaz was appointed Senior Vice President, Corporate Development, TD Bank Group. Joining its Senior Executive Team in August 2009, Riaz guided TD’s acquisition and treasury strategies. Prior to joining TD, Riaz held various roles with Citibank Canada and Financial Trustco and articled with Coopers & Lybrand (now PWC).

A passionate promoter of inclusivity and diversity in the workplace, Riaz chaired TD’s Inclusion and Diversity Leadership Council between 2015 and 2018. He also co-chaired TD’s United Way fundraising campaigns in 2013 and 2014. He currently serves on the Board of Directors of Aga Khan Museum and is Chairman of Aga Khan Foundation Canada, National Committee.

Riaz holds a Bachelor of Commerce (with Distinction) from the University of Calgary. He obtained his Chartered Accountant designation in 1985 and was elected as a Fellow Chartered Accountant (FCA) by the Institute of Chartered Accountants of Ontario in 2013.

He grew up in Tanzania and later moved to Canada. He lives in Toronto with his wife and they have two grown children.

Dan Barclay

Chief Executive Officer & Group Head

BMO Capital Markets, Gold Sponsor

Dan Barclay

Chief Executive Officer & Group Head

BMO Capital Markets, Gold Sponsor

Dan Barclay was appointed CEO & Group Head of BMO Capital Markets in November 2018. In this role, he is responsible for BMO Financial Group’s interactions with corporate, institutional and government clients worldwide.


Previously, Dan was Co-Head, Global Investment & Corporate Banking (I&CB) where he oversaw relationships with corporate and government clients, including equity and debt underwriting, corporate lending and project financing, mergers and acquisitions advisory services and global trade and banking.

Dan has over 27 years of investment banking experience in a broad range of industries. He joined BMO’s investment banking group in 2003 as a Managing Director in the Mergers and Acquisitions group, and in 2009 was named Head of Canadian Mergers and Acquisitions. In 2014 he was appointed Head of Investment & Corporate Banking Canada and International. Prior to joining BMO, Mr. Barclay spent 13 years in investment banking at a global and Canadian investment dealer.

Dan serves on BMO Financial Group’s Executive Committee and chairs BMO Capital Markets’ Operating and Executive committees.

As a proud supporter of the United Way, Dan acted as past co-chair of the BMO Capital Markets Employee Giving Campaign and is a recipient of the Women in Capital Markets Champion of Change Award (2016). He also currently serves on the Board of Directors of the Children’s Aid Foundation of Canada.

Dan holds a Bachelor of Science with Honours from the University of Alberta and an MBA from the University of Calgary.

Sunil Bhutani

Managing Director, Head of Government Debt Capital Markets and Syndication

National Bank Financial, Gold Sponsor

Sunil Bhutani

Managing Director, Head of Government Debt Capital Markets and Syndication

National Bank Financial, Gold Sponsor

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Sunil Bhutani is Managing Director, Head of Government Finance and Syndication at National Bank Financial. He is also a member of the Fixed Income Management Committee.


In addition to his professional responsibilities, Sunil is the Financial Markets representative on National Bank’s Diversity Task Force. In this capacity, he plays an integral role leading the Bank’s diversity initiatives. Sunil serves as a Financial Markets co-Chair for the United Way Campaign and is also involved with a number of other educational and charitable organizations.


Sunil has more than 20 years' experience providing capital markets advice to all levels of government. He has an unparalleled track record leading deals for federal, provincial and municipal governments across Canada. Prior to joining NBF in 2013, he was Head of Government Finance at CIBC.


Sunil is a Chartered Accountant and has an MBA from the Schulich School of Business, York University.

Harry Culham

Senior Executive Vice President and Group Head

CIBC Capital Markets, Gold Sponsor

Harry Culham

Senior Executive Vice President and Group Head

CIBC Capital Markets, Gold Sponsor

Harry Culham is responsible for CIBC Capital Markets which provides integrated credit and capital markets products, investment banking advisory services, corporate lending, and top-ranked research to corporate, government and institutional clients around the world. In this role, Mr. Culham is Chair and CEO of CIBC World Markets Inc., and a member of CIBC’s Executive Committee.


Prior to joining CIBC in May 2008, Mr. Culham has held senior roles in capital markets with global banks in Europe and Asia. He started his career with CIBC in the graduate training program.

Mr. Culham chairs the CIBC Children’s Foundation, is a member of the Faculty Advisory Board for the Sauder School of Business and a member of the Women in Capital Markets Advisory Council. He is also on the boards of Mount Sinai Hospital and Branksome Hall. He graduated from the University of British Columbia, Sauder School of Business, University of British Columbia, and is a Portfolio Management Foundation (PMF) alumnus and Leslie Wong Fellow.

Ozench Ibrahim

Partner, Audit

KPMG LLP

Ozench Ibrahim

Partner, Audit

KPMG LLP

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Ozench Ibrahim is a partner in the financial services practice of KPMG, serving some of the firm's largest clients in the financial services industry. For almost two decades, she has audited and advised Canadian and global financial institutions. As audit partner for clients in banking, capital markets, wealth management, brokerage and other segments of the financial institutions industry, she has been very involved in some of the challenges and issues facing the financial services industry during the most recent financial crisis. As KPMG's designated IFRS champion for the financial services practice during the years leading up to the adoption of IFRS in Canada, she assisted clients and engagement teams on complex accounting issues, led KPMG's workshop series IFRS for Investment Dealers, and spoke at various seminars including those of OSFI and IIROC.


She is a mentor and sponsor for KPMG's top talent in its Women in Line for its Leadership program. Her community involvement includes service on the Board of Governors of York University as Chair of the Finance and Audit Committee, the Advisory Council of Women in Capital Markets and the Advisory Board of Schulich School of Business - Center of Excellence in Accounting and Society.

Heather-Anne Irwin

Founder, WCM

Assistant Professor, Teaching Stream & Finance Area Academic Director, Master of Financial Risk Management, University of Toronto

Heather-Anne Irwin

Founder, WCM

Assistant Professor, Teaching Stream & Finance Area Academic Director, Master of Financial Risk Management, University of Toronto

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Heather-Anne Irwin teaches MBA and MFin Finance courses at the University of Toronto's Rotman School of Management and brings the prospective of having been involved in capital markets for 19 years as an Investment Banker (both finance and M&A), New Issue Equity specialist (ECM) and Fixed Income specialist (DCM) at TD Securities, Nesbitt Burns and Citicorp. Heather-Anne is a member of the Board of Trustees for InnVest REIT (TSX:INN.un) and Chair of its Governance and Compensation Committee. She is also the Executive Director of the Canadian Securities Institute Research Foundation which encourages and supports research that will benefit Canadian capital markets through scholarships and grants.


Heather-Anne chaired the Steering Committee that founded WCM and then became its first President. She is still actively involved with the organization as a member of the Heather L. Main Scholarship Committee, the Mentorship Committee and WCM Awards judicator.

Trevor Kreel

Senior Vice President, Head of North American Portfolio Management

Manulife, Gold Sponsor

Trevor Kreel

Senior Vice President, Head of North American Portfolio Management

Manulife, Gold Sponsor

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Trevor Kreel holds the position of Global Head of Portfolio Management and is responsible for Portfolio Management of the U.S., Canadian and Asia General Account assets as well as the Global Variable Annuity Hedging program.  Prior to this role, Trevor led the Global Asset Liability Management group, with responsibility to ensure asset and liability investment related risks were identified, measured and managed and that appropriate investment and hedging strategies were executed effectively in Manulife businesses around the world. 


Since joining Manulife in 1995, Trevor has also been the CFO of the Hong Kong business unit and prior to that was Vice President, Regional Actuarial in Hong Kong for three years. He also led the Structured Reinsurance group within Manulife’s Reinsurance Division and had a variety of financial roles within the US Insurance business unit.


Trevor received a Bachelor of Business Science degree and Post Graduate Diploma in Actuarial Science from the University of Cape Town and subsequently qualified as an Actuary through the Faculty of Actuaries in Edinburgh.  He is also a Fellow of both the Canadian Institute of Actuaries and the Society of Actuaries in the U.S.

Jake Lawrence

CEO and Group Head, Global Banking and Markets

Scotiabank, Gold Sponsor

Jake Lawrence

CEO and Group Head, Global Banking and Markets

Scotiabank, Gold Sponsor

Jake Lawrence was appointed Co-Group Head, Global Banking and Markets in December 2018. In this role, Jake specifically holds oversight of Scotiabank’s Global Capital Markets businesses, focused on building alignment across product groups and priority markets to best serve our clients throughout our global footprint.

He continues to provide leadership and management of Scotiabank’s Global Banking and Markets in the U.S. including the overall strategic direction and execution of Scotiabank’s U.S. businesses.


Jake joined Scotiabank in 2002 and has held progressively senior roles in the Finance and Group Treasury and Global Banking and Markets teams since that time. He was, previously, Senior Vice President and Deputy Treasurer, responsible for Scotiabank’s wholesale funding activities, including securitization and regulatory capital, as well as liquidity management. Jake also served as Senior Vice President, Investor Relations for the Bank, and was responsible for the coordination of the office of Scotiabank’s President and CEO and related communications activities.

Jake holds an Honours Bachelor of Arts degree from Lakehead University and a Master of Business Administration degree from Wilfrid Laurier School of Business and Economics.

Troy Maxwell

Chief Operating Officer

RBC Capital Markets, Gold Sponsor

Troy Maxwell

Chief Operating Officer

RBC Capital Markets, Gold Sponsor

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As Chief Operating Officer of RBC Capital Markets and a member of its Operating Committee, Troy Maxwell is globally responsible for all operational and administrative matters of the firm, including optimizing cost base management and financial resources, and leading the response to regulatory change. Previously, Mr. Maxwell was Executive Vice President of Finance and Chief Financial Officer of RBC Capital Markets and RBC Technology & Operations, overseeing all financial aspects of RBC’s wholesale business and its technology and operations platforms.


Mr. Maxwell is a champion for diversity and inclusion at RBC and across the financial services sector. He is a senior advisor for RWomen, RBC Capital Markets’ internal forum dedicated to fostering the development and career aspirations of women, and a member of Women in Capital Markets’ Strategic Advisory Council which advocates for the advancement of women in the industry. An active member of the community, Mr. Maxwell is a longstanding member of the United Way’s Major Individual Giving Cabinet, and is Co-Chair of RBC’s 2017 National Employee Giving Campaign.


Prior to joining RBC in 2005, Mr. Maxwell was Chief Financial Officer of CIBC World Markets. Before this, he was a partner at PricewaterhouseCoopers LLP, where he led the financial institutions and corporate treasury risk management consulting and advisory business.


Mr. Maxwell is a Chartered Professional Accountant, and holds an Honours BA and a Master's Degree in Accounting from the University of Waterloo.

Deborah K. Orida

Senior Managing Director, Global Head of Real Assets & Chief Sustainability Officer

CPP Investments

Deborah K. Orida

Senior Managing Director, Global Head of Real Assets & Chief Sustainability Officer

CPP Investments

Deborah leads CPPIB’s Active Equities department globally, including the Active Fundamental Equities, Relationship Investments, Thematic Investing, Fundamental Equities Asia and Sustainable Investing teams.


Deborah joined CPPIB in 2009 in Toronto and has held senior leadership roles, including Managing Director, Head of Relationship Investments International, covering Europe and Asia, and was most recently Managing Director, Head of Private Equity Asia. Prior to joining CPPIB, she spent nine years at Goldman Sachs in New York and Toronto. Previously, Deborah was a securities lawyer at Blake, Cassels & Graydon in Toronto.

Deborah serves on the Board of Directors of HKBN Ltd. and previously was a member of the Board of Directors of Nord Anglia Education and the Bridgepoint Health Foundation.

Deborah holds an MBA from The Wharton School and LLB and BA from Queen's University, Canada.

Jane Rowe

Vice Chair, Investments

Ontario Teachers' Pension Plan, Gold Sponsor

Jane Rowe

Vice Chair, Investments

Ontario Teachers' Pension Plan, Gold Sponsor

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Jane Rowe is Senior Managing Director and Head of Private Capital at Ontario Teachers’ Pension Plan. Her group makes direct and fund private equity investments and had $26.6 billion in net assets at December 31, 2016. She sits on the Investments and Risk committees of the Plan and chairs the Investments Division Credit and Counterparty Committee. Ms. Rowe serves on the boards of Cadillac Fairview, Ontario Teachers’ wholly-owned real estate subsidiary, Arterra Wines Canada (formerly known as Constellation Brands Canada) and Camelot Group PLC, the operator of the U.K. National Lottery.

Prior to joining Ontario Teachers' in October 2010, she was Executive Vice-President, Special Accounts Management and Retail Credit Risk at Scotiabank. Previously, she held senior roles at Scotia Merchant
Capital Corporation, the bank's Canadian private equity fund, was President and CEO of RoyNat Capital Inc., Scotiabank's wholly owned mid-market merchant bank, and was President and CEO of Scotia
Mortgage Corporation.


Ms. Rowe received a B.Comm (Hons) from Memorial University, her MBA from York University's Schulich School of Business, and has ICD.D certification from the Institute of Corporate Directors. She is an
Advisory Board Member of Memorial University's School of Business, and serves on the Board of Governors at York University and the Board of Trustees for the United Way of Toronto and York Region.

Eric Tripp

Capital Markets and Financial Services Executive

Eric Tripp

Capital Markets and Financial Services Executive

Mr. Tripp is the former President of BMO Capital Markets. Mr Tripp consults within the financial industry and serves on several boards both in the for-profit and not-for-profit sectors.   He is a past board member of the TMX Group and currently sits on the boards of the Canadian Market Authority Integration Office, Connor Clark and Lunn Financial Group, the Investment Management Corporation of Ontario and is Board Chair of the Michael Garron Hospital Foundation.

What is your reaction to the fact that the 61st session of the Commission on the Status of Women will be chaired by a man?