2020 Champions of Change

Congratulations to WCM's Champions of Change - corporate leaders who are pushing the boundaries for the advancement of women in the Canadian finance industry. 

Congratulations to WCM's Champions of Change - corporate leaders who are pushing the boundaries for the advancement of women in the Canadian finance industry. 

2020 Champions of Change

Jeffrey Allsop

Executive Vice President, Head of Global Banking | Chairman & CEO

HSBC Bank of Canada | HSBC Securities Canada

Jeffrey Allsop

Executive Vice President, Head of Global Banking | Chairman & CEO

HSBC Bank of Canada | HSBC Securities Canada

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“Diversity and inclusion is a key driver of innovation and performance and leads to improved economic growth for our businesses and society. We have made good progress but there is more to do if we are to build a better, stronger, and more sustainable future. Keep striving – we’ll get there!“ 

Jeff joined HSBC in 2000 and was appointed to his current role in 2011. He is responsible for HSBC’s Corporate, Investment Banking and Capital Markets business in Canada and is Chairman & CEO of HSBC Securities (Canada) Inc. as well as sitting on the Board of HSBC Asset Management (Canada) Limited. 

Prior to his current role Jeff was Global Head of Infrastructure Fund Coverage based in London, UK having responsibility for coverage of infrastructure funds and other direct institutional investors in infrastructure. 

Jeff is a Chartered Accountant and holds an HBA from the Richard Ivey School of Business at the University of Western Ontario and is a member of the Board of Governors for Junior Achievement of Central Ontario.

Erica Benjamin

Chief Administrative Officer

BMO Capital Markets

Erica Benjamin

Chief Administrative Officer

BMO Capital Markets

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“WCM has had an incredible impact within the financial industry, providing women with a platform to help advance their personal and professional goals."  

Erica joined BMO Capital Markets in 2013 as Managing Director, Client Onboarding.  In 2016, she took on the role of Managing Director, Global Head of Client Services, where she was responsible Client Onboarding, Client Data Management, CRM Support and Client Data Analytics Reporting.  Erica’s strong capabilities in process efficiency and effectiveness, led to her promotion in 2018 to Chief Administrative Officer, OCOO, where she retained her responsibility for Client Services, and expanded her accountability to include the Professional Development, Real Estate, Business Operations, Expense Management and Administration groups.   Prior to joining BMO, she held a variety of senior roles at Nomura Securities, Barclay’s and Lehman Brothers.  

Erica sits on the BMO Capital Markets Diversity & Inclusion Steering Committee, Executive Sponsor for the Women’s Bond Club, Board member of the Girl Scouts of Suffolk County, Board member of the Harborfields School District and holds various leadership positions within BMO’s internal employee resource groups and external women’s organizations across North America.

Marta Cano

Managing Director and Head, Canada and LATAM Notes Business Development, Investor Solutions - Global Equity Derivatives

Scotiabank Global Banking and Markets

Marta Cano

Managing Director and Head, Canada and LATAM Notes Business Development, Investor Solutions - Global Equity Derivatives

Scotiabank Global Banking and Markets

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"As a female leader of Latin American origins, I am a firm believer that Representation matters because when you don’t see yourself reflected in the media or at the workplace you may feel like your voice does not count.

We all have a responsibility to empower employees of all genders, races, ethnicities, and sexual orientations to pursue their goals, and to create a path for them to reach senior leadership roles in a diverse and inclusive capital markets industry in Canada"

Marta is the Managing Director and Head of Canada and LATAM Notes Business Development in the Investor Solutions team within Global Equity Derivatives. She has held progressively senior roles in Scotiabank GBM over the past 14 years and has been instrumental in the growth and success of the Bank’s Structured Notes program in Canada and Latin America.   In her role at Scotiabank, Marta leads a team of high-performing women and men with gender-balanced representation across various regions.  


Marta is an active champion for diversity and inclusion in the workplace. As a member of Scotiabank Global Banking and Markets’ Advancement of Women Committee in 2010, she provided strategic recommendations to improve training programs specifically targeted towards women at the Bank.  She volunteers regularly for several Scotiabank programs focused on the Advancement of Women and actively participates in annual events focused on Women in the Financial Services industry.  She is a vocal advocate for female professionals and is currently a mentor to a number of female employees at Scotiabank. 

Marta was a recipient of the WCM Executive Coaching Award in 2017 in recognition for her efforts to effect change in the space of Diversity and Inclusion. She is also a well-respected ally and advocate of the LGBTQ community and focuses her efforts in delivering on the Bank’s commitment to foster an inclusive environment where the LGBTQ community and their allies feel safe, valued, and respected. 

Marta holds a bachelor’s degree in civil engineering from the Escuela de Ingeniería de Antioquia, Colombia, and an MBA from York University’s Schulich School of Business. She is an avid Scuba diver and loves to spend time biking with her young sons.  

Lisa Deakin

Head, Global Markets Corporate Sales, Western Canada Global Markets

HSBC Bank Canada

Lisa Deakin

Head, Global Markets Corporate Sales, Western Canada Global Markets

HSBC Bank Canada

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”Diversity and inclusiveness drive innovation, create opportunity and we know better decisions are made when we incorporate different perspectives. Organizations like WCM are essential as we move forward and continue to push boundaries so that we can all share the benefits of a more inclusive future in this dynamic industry.”

Lisa Deakin is Director, Head of Global Market Corporate Sales in Western Canada for HSBC Bank Canada. She has worked in Global Markets with HSBC for 19 years and has been running the business in Western Canada since July 2017. In her current role, Lisa manages a team that is responsible for providing risk management solutions to the largest Canadian corporations, multinationals and commercial banking clients. Prior to joining HSBC, Lisa was Director of Treasury at Canadian Airlines. She also spent 3 years in corporate FX sales with another Canadian financial institution and was an equity analyst on the buy side, prior to moving over to sales. 

Lisa holds a Bachelor of Commerce (Hons, Finance) from the University of Manitoba and is a Chartered Financial Analyst. She is married with 3 active children. She enjoys early morning workouts and skiing with her family.

Laurent Ferreira

Executive Vice-President Co-Head, Financial Markets Member of the Office of the President

National Bank

Laurent Ferreira

Executive Vice-President Co-Head, Financial Markets Member of the Office of the President

National Bank

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"True to their mission, WCM is a great accelerator in gender diversity in the financial industry and corporate boardrooms across Canada.

Fostering an environment of diversity and inclusiveness strengthens creativity and enriches engagement with colleagues, clients and the communities.

WCM supports professional women in career development and works with organizations to embrace this effort."

Laurent Ferreira is Executive Vice-President and Co-Head, Financial Markets, a responsibility he shares with Denis Girouard. He is responsible for National Bank's wholesale banking activities and treasury, including Investment Banking, Corporate Banking, Equity, Fixed Income and Derivatives. Mr. Ferreira is a member of National Bank’s Office of the President. 

Mr. Ferreira joined National Bank in 1998 and successively held the positions of Senior Manager, then Executive Vice-President and Managing Director, Derivatives and Equities within Financial Markets. Before joining the Bank, he worked for two years at Bankers Trust. 

Mr. Ferreira served as a member of the board of directors of Hydro-Québec from 2014 to 2019. He is socially committed and contributes to the success of several charitable causes. He was notably co-governor of National Bank’s United Way Centraide campaign in 2016 and 2017 and is now co-president of the fundraising campaign for the Hôpital Maisonneuve-Rosemont Foundation. 

Mr. Ferreira has a Master’s degree in Finance from HEC Montréal and a Bachelor's degree in Economics from Université du Québec à Montréal.

Derek Flood

Group Head, Equity Sales and Head of Canadian Equities

RBC Capital Markets

Derek Flood

Group Head, Equity Sales and Head of Canadian Equities

RBC Capital Markets

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“Diversity and inclusion underpins our culture and everything we do. For me as a leader, it’s important that each and every team members feels as though their voice matters and that it’s always ok to speak up. That’s why organizations like WCM are so important. I’m very proud to work for RBC, and of our partnership with WCM, and the progress we’re making together in ensuring there are strong and capable women in important leadership roles across the organization.”

Derek Flood is the Global Head of Equity Sales and the Head of Canadian Equities at RBC Capital Markets. His group is responsible for delivering Global Equity products and solutions to RBC’s institutional client base.

Derek has been with RBC since 1995, starting in Corporate Finance within Investment Banking and subsequently progressing into senior leadership roles across the firm’s Global Equities group. 

Derek is an ardent supporter of diversity and inclusion initiatives, both through his team building efforts and through his roles as Co-Chair of the Canadian Diversity Leadership Council, Executive Sponsor of RBC’s RWomen Canada employee resource group, and as a member of the RBC Capital Markets Donations Committee. Derek is equally active in his community as both a Board member of Capitalize for Kids and as a MIG Cabinet Member for the United Way Toronto & York Region.

Darrel Hackett

Head, US Wealth Management

BMO Bank of Montreal

Darrel Hackett

Head, US Wealth Management

BMO Bank of Montreal

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“Return to Bay St. is an innovative program that directly addresses a systemic barrier to women’s participation in the financial sector in a measurable, outcome-oriented way. BMO is proud to partner with WCM on this approach to increase equitable access to our industry.”

Darrel Hackett is responsible for the performance, strategy, and delivery of BMO Financial Group’s private wealth management businesses throughout the United States. This includes leadership of three distinct businesses across the mass affluent, high net worth and ultra-high net worth segments: BMO Harris Financial Advisors, BMO Private Bank and BMO Family Office. The U.S. wealth management business provides the full complement of wealth management services, as well as comprehensive multi-family office services. Hackett oversees a team of 1,100 wealth management professionals with offices across the U.S. For more than 130 years, BMO Wealth Management – U.S. has served the unique and continually evolving needs of affluent individuals and families through a highly personalized, relationship-focused approach.

Mr. Hackett represents Wealth Management on BMO’s Leadership Committee for Inclusion and Diversity, an enterprise-wide committee of senior executives who drive the banks diversity and inclusion goals and advocate for inclusive practices. He was instrumental in founding the US Executive Action Committee on Inclusion and Diversity, and was the driving force behind the establishment of Linkages – a small-group mentoring program dedicated to advancing the careers of employees of color in the US.

Mr. Hackett has served in a variety of leadership roles since joining BMO in 2004. He most recently served as Senior Vice President & Head of North American Integrated Channels. Other key roles include leading US Business Banking and serving as Regional President, Harris Chicago Community Bank. 

Before joining BMO, Mr. Hackett was a management consultant at McKinsey & Company. During this time he led several strategic engagements with Fortune 500 companies, with an emphasis in Financial Institutions. He previously held a variety of management roles at the General Electric Company. 

Mr. Hackett has a Masters Business Administration (MBA) from Stanford University’s Graduate School of Business and a Bachelor of Science (Cum Laude) in Mechanical Engineering from the University of Tennessee, Knoxville. 

He currently serves on the Board of Directors for the Art Institute of Chicago, Chicago United, the Children First Fund and Chicago Sports Commission. He is a member of the Commercial Club of Chicago, Economic Club of Chicago, the Young President’s Organization (YPO) and the Executive Leadership Council. Some of Mr. Hackett’s recognitions include 2018 and 2016 Savoy Magazine’s “100 Most Influential Blacks in Corporate America”, 2009 Crain’s Chicago Business “40 Under 40”, 2007 Chicago United - Business Leader of Color and being a 2007 Leadership Greater Chicago Fellow.

Ziad Hindo

Executive Managing Director and Chief Investment Officer (CIO)

Ontario Teachers Pension Plan

Ziad Hindo

Executive Managing Director and Chief Investment Officer (CIO)

Ontario Teachers Pension Plan

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“WCM, you are trailblazers and agents for change. You hold our industry accountable for delivering on our commitments. And together, with your support, we can influence more deeply and broadly and ultimately create more inclusive workplaces.” –  Ziad Hindo, Chief Investment Officer

Ziad Hindo leads all aspects of Ontario Teachers' investment activities with oversight of the overall Investment Division. He is responsible for the global portfolio and strategy for all aspects Ontario Teachers' investment activities, including the real estate portfolio managed by wholly-owned subsidiary Cadillac Fairview, and its international offices in London and Hong Kong.

Ziad joined Ontario Teachers' in 2000 and has global experience in both public and private markets spanning multiple asset classes. He was most recently head of the Capital Markets group, a cross asset class, multi strategy platform that manages and enhances Ontario Teachers' policy portfolios while maximizing value add. His achievements during this time included the successful integration of two departments on the trading floor to execute a centralized trade strategy to support all of Ontario Teachers' investment groups.

Ziad is also a true champion of diversity. He serves as Chair of Ontario Teachers’ Inclusion & Diversity Leadership Council with a mandate to embed I&D across the organization. More specifically, within the Investment division, Ziad believes in recruiting and retaining top female talent to create a broad pipeline of future leaders and is an advocate for many of the senior women on his team. 

Beyond his day-to-day, Ziad is actively involved in the Investor Leadership Network (ILN), a network of institutional investors who are addressing sustainability and long-term growth. Ziad also co-chairs ILN’s Investment Advisory Committee, whose mandate is to increase diversity and inclusion as a strategic business enabler within the global investment management industry. 

Ziad earned a B.Sc. at the University of York, an M.Sc. from the University of Warwick, and is a CFA charterholder.

Melissa Li

Managing Director, Private Capital Group

CIBC Capital Markets

Melissa Li

Managing Director, Private Capital Group

CIBC Capital Markets

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"Women in Capital Markets plays a critical role in creating pathways for women in establishing and advancing their careers in finance. I am honored to be recognized with this award by WCM."

Melissa Li rejoined CIBC in 2016 as a Managing Director in the Private Capital Group at CIBC Capital Markets. From 2015 to 2016, Melissa was Vice President, Corporate Development and Strategy at George Weston Limited, where she led a number of corporate divestitures and strategic initiatives. Before George Weston, Melissa spent 9 years in CIBC's Mergers & Acquisitions group, executing transactions across the real estate, mining, oil and gas and consumer and industrial sectors. Notable transactions include advising Superior Plus on a private placement by Brookfield, the sale of BGIS to CCMP, the sale of BGRS to SIRVA, IPO of MAV Beauty Brands, the sale of Shoppers Drug Mart’s home care business to Motion Specialties (a portfolio company of Birch Hill), and the acquisition of Transglobe Apartment REIT by a consortium including Starlight Investments, Timbercreek, CAPREIT and PSP. 

Prior to joining CIBC, Melissa spent 3 years in technology investment banking at Citigroup in New York, and 6 years at PricewaterhouseCoopers in the Corporate Finance practice.

Melissa has an MBA from Cornell University and a BA from the University of Western Ontario

Sean Mann

Managing Director and Head, Securitization Global Markets

CIBC Capital Markets

Sean Mann

Managing Director and Head, Securitization Global Markets

CIBC Capital Markets

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"Women in Capital Markets has had a very substantive impact by providing meaningful mentoring, networking and learning opportunities that help to advance talented women in the Capital Markets industry, where gender diversity is crucial to balancing and optimizing business approaches."

Sean Mann joined CIBC Capital Markets Securitization Group in 1995 and is currently Managing Director and Head, Securitization. Mr. Mann is responsible for CIBC’s securitization business and provides advice and transaction structuring and execution expertise to many of CIBC’s core corporate and financial clients. He is responsible for business development, marketing, structuring and execution of ABCP-funded securitization programs and public and private ABS transactions, both domestically and internationally, across a broad range of clients and asset-classes, including auto loans/leases, equipment loans/leases, residential mortgages, commercial mortgages, credit cards and trade receivables. 


Mr. Mann is actively involved with talent development through initiatives such as chairing the Capital Markets Executive Director Selection Committee and is involved with on-campus recruiting and other mentorship activities with GenNext and Women in Capital Markets. He is a frequent speaker at securitization conferences on various topics. 

Prior to joining the Securitization Group, Mr. Mann spent four years in CIBC Capital Markets’ North American Corporate Banking Group and two years in CIBC’s Commercial Banking Group.

Aliyah Mohamed

Managing Director, Investment Banking

TD Securities

Aliyah Mohamed

Managing Director, Investment Banking

TD Securities

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"I think organizations like WCM enable us and our industry to be ready for monumental moments in history. While we would like to believe that we are all capable of instant change, history would tell us that this is not possible. Organizations like WCM create awareness, environments for dialogue and support for improvement. For the past 25 years, WCM has demonstrated the commitment, compassion and courage to be a champion for change in the capital markets. 

As a woman, and a woman of color, I am deeply grateful for the opportunities that have been given to me, including from WCM through the Heather L. Main Scholarship in 2004 and the Rising Star Award in 2018, from TD Securities, my employer for the last 15 years and my clients. However, this gratitude does not belie the fact that we still have more work to do in our industry, and I look forward to all opportunities to support WCM as they positively influence, impact and inspire Canadian finance."


Aliyah is a Managing Director in TD Securities' Real Estate Investment Banking group based in Toronto. She has 15 years of experience advising clients, most recently in the real estate sector, on a wide variety of mergers and acquisitions, divestitures, initial public offerings, and public and private offerings in both equity and debt markets. To date, she has advised on more than $30 billion of mergers and acquisitions. 

In 2018, Aliyah received a Women in Capital Markets (WCM) Rising Star Award, which recognizes high- performing female professionals whose entrepreneurial spirit, leadership and social responsibility have made a unique contribution to the capital markets industry. 

She holds an MBA (with distinction) from the Richard Ivey School of Business and a BSc in Neuroscience and Math from Dalhousie University.

Marjorie Nadeau

Managing Director, Risk Management Solutions Group

National Bank Financial

Marjorie Nadeau

Managing Director, Risk Management Solutions Group

National Bank Financial

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"WCM is a unique and important organization that we are privileged to have in Canada. Its dedication to continuously promote and support women in financial markets, at all levels, is truly remarkable and unlike anywhere else in the world. Over the past 25 years, WCM has been instrumental in inspiring and opening doors for young women to join our industry, helping narrow the gender gap. It has created a much-needed network where women can seek guidance and obtain mentorship from seasoned professionals to help them successfully manage their career in capital markets. I witness every day the importance of gender diversity in building stronger teams and creating better solutions for our clients as we all benefit from our colleagues’ diverse and complementary approaches. Congratulations to WCM and to all the women who make their mark every day in our industry. Corporate Canada should take note and follow our lead!"

Marjorie has 20 years of experience working in capital markets in Canada and United States. Her current role is to structure risk management solutions for corporations. She assists clients in developing appropriate interest rate, foreign currency, commodity as well as equity risk management strategies. Prior to joining National Bank, Marjorie worked at TD Securities in their derivatives origination group as well as Goldman Sachs in their investment banking division, NYC office. Marjorie holds a Bachelor of Commerce degree with a major in finance and minor in accounting from McGill University where she graduated with distinction.

Paul O’Hea

Managing Director, Head Global Equity Sales and Trading

Scotiabank

Paul O’Hea

Managing Director, Head Global Equity Sales and Trading

Scotiabank

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"Simply put, a more diverse work force is critical to building good business, healthy organizational culture and ultimately a stronger economy. To be successful in this rapidly changing world we must provide platforms that encourage diversity in every sense. This enables organizations to spur innovative thinking, deeper client engagement and relationships, develop and retain the best talent, operating effective cross-functional and collaborative teams and ultimately unlock a company’s full potential. We all need to champion and advocate for more diversity, inclusion and equality within our industry—WCM has been a great conduit to enable this change in the past, present and most importantly the future to come."

Paul O’Hea joined the Equity Sales and Trading team at Scotiabank in 2011 and brings over 15 years of institutional sales and trading experience from both RBC and Merrill Lynch.  As Head of Cash Equities Paul has global oversight of all aspects of equity execution, institutional client coverage, risk management, new issue and research distribution as well as global corporate access and marketing. He is actively involved in the firms various diversity, mentorship and recruitment initiatives and currently sits on the board of the Scotia Women’s Initiative. Paul holds a Bachelor of Commerce degree from Dalhousie University.

Robbie Pryde

Vice Chair and Head of Corporate and Investment Banking, Executive Vice President

TD Securities | TD Bank Group

Robbie Pryde

Vice Chair and Head of Corporate and Investment Banking, Executive Vice President

TD Securities | TD Bank Group

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"It's well accepted that diverse perspectives and experiences are fundamental to innovation and building resilient organizations. Though we have made progress over the last 25 years to reflect the demographics of a global society within the workplace, we have not gone far enough to reflect it at all levels – especially when it comes to the representation of women in leadership positions. If we aspire to be the best that we can be as individuals, as an organization, and as a society we must be unequivocal in seeing diversity as additive to our culture. 

WCM is an important voice and partner in the evaluation and progression of gender equality and diversity in the capital markets. Their focus on growing available talent pools, industry research, and public advocacy continues to be essential in the shift for inclusive workplace cultures and management." 

Robbie Pryde has led TD Securities (TDS) Corporate and Investment Banking since his appointment in 2016, and oversees the dealer's Mergers & Acquisitions, Corporate Lending & Syndication, Origination, and Credit Management areas, and has shared oversight for the Equity and Debt Capital Markets as well as Global Transaction Banking. Previously, Robbie was the Vice Chair and Head of Global Equities at TD Securities. 

Robbie's industry knowledge, markets acumen, and client-centric approach are valued by clients and colleagues and have meaningfully shaped the global business landscape. He is also an avid developer of the industry's future leaders, retaining an active role in the firm's recruiting and mentoring initiatives. 

Robbie serves on the boards of the National Ballet of Canada and the Sterling Hall School Foundation and is a member of the Campaign Cabinet for SickKids Foundation. As a committed fundraiser, he supports several community initiatives, including TDS Underwriting Hope, United Way Corporate Fundraising Campaign, and Food Allergy Canada. 

Robbie holds a Bachelor of Arts in Economics from the University of Western Ontario and is a Chartered Financial Analyst charterholder.

Svetlana Radan

Global Wealth and Asset Management Transformation & CostFit Head

Manulife

Svetlana Radan

Global Wealth and Asset Management Transformation & CostFit Head

Manulife

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"As a gender-diversity champion I am striving to empower women to be their best and authentic selves and to give them confidence to view their perspectives and experiences at work as valid as the traditional ones."

Anita Stefan

Global Head of Business Services and Global Markets

RBC Capital Markets

Anita Stefan

Global Head of Business Services and Global Markets

RBC Capital Markets

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“Throughout my career, I’ve learned just how important having a strong network is to feeling valued and appreciated at work. For the past 25 years, WCM has helped foster inclusion across the industry by establishing mentorship and advocating for women. I’m proud that RBC is fully invested in attracting and retaining diverse talent and supports women throughout their career journey. Without a doubt, that inclusive mindset is essential to a successful business strategy.”

Anita Stefan is the Global Head of Business Services and Global Markets at RBC Capital Markets.

Ms. Stefan is currently responsible for Business Management, Quantitative Analytics, Capital Markets IT, Client Analytics and Trade Desk Supervision for Global Markets. Previous roles at RBC included Head of U.S. Commercial Mortgage Securitization, Capital and Term Funding for Corporate Treasury and Chief Dealer, responsible for the trading and execution of Corporate Treasury’s hedging and discretionary portfolios.

Prior to joining RBC in 1992, Ms. Stefan worked for Salomon Brothers Inc, located in Tokyo, Japan. While there, she worked in various sales and analyst roles from 1986 through 1992. Ms. Stefan has a Bachelor of Science degree from the University of Western Ontario. She is involved in various volunteer activities including Lead Project sponsor for several micro-finance projects in Kenya and currently sits on the Board of Moorelands Kids. Anita is the executive sponsor of RWomen Canada which promotes gender diversity and inclusion at RBC Capital Markets through advocacy & awareness, community involvement, ongoing education and networking opportunities. She is also an active member of RBC CM’s Canadian Diversity Leadership Council.

In the recent years, she worked closely with HR on the review and redesign of the Global Markets Program which attract, develop and retain top emerging talent at RBC. In addition, she mentors and sponsors women in Capital Markets including one of our recent Return to Bay Street hires.

Beth Tyndall

Chief People Officer

Ontario Teachers Pension Plan

Beth Tyndall

Chief People Officer

Ontario Teachers Pension Plan

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"Not only does Women in Capital Markets provide us with access to strong talent and support the growth and network of our existing female leaders, but they also help shape our strategy with industry research, provide a basis to measure our progress and are a true partner in our Inclusion & Diversity journey." 

Beth Tyndall is responsible for Ontario Teachers’ human resources function across its global offices in Toronto, London, and Hong Kong.

Beth joined Ontario Teachers’ in 2017 after more than a decade at Deloitte, where she held various roles including National Talent Leader for the Audit, Tax and Consulting practices. She was a member of the Tax, Consulting and Audit Executive teams, as well as the Global Talent Councils for each of those businesses. Prior to her time at Deloitte, she worked for many years in the technology sector.

In her three years at Ontario Teachers’, Beth Tyndall has transformed the structure and capabilities of the People & Culture team and reimagined our approach to talent, culture and leadership; setting us apart as an employer of choice. In 2019 her team was recognized as Canadian HR Team of the Year and she was recently featured on the HRD Global 100 list of leading HR professionals. Beth has a passion for developing top talent and has a natural ability to lead teams through complex change. 

Beth is also a true champion of inclusion. In addition to ensuring that inclusive policies and practices are foundational to Ontario Teachers’ transformation, she recently led the implementation of an enterprise I&D Leadership Council, employee resource groups and was instrumental in establishing several industry partnerships. Her authentic leadership style helps all employees feel included and empowered at work.

Christopher Walker

Chief Compliance Officer, Wealth and Asset Management

Manulife

Christopher Walker

Chief Compliance Officer, Wealth and Asset Management

Manulife

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"Diversity is important to me because it provides access to a greater range of perspectives, knowledge and talent. Such exposure encourages acceptance, personal enrichment and growth, as well as an increased likelihood of success."

2019 Champions of Change

Kirsten Kennedy

Managing Director, Fixed Income Sales and Sales Manager

BMO Capital Markets

Kirsten Kennedy

Managing Director, Fixed Income Sales and Sales Manager

BMO Capital Markets

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"By challenging the gender status quo I hope to encourage people to consider what they bring to the business beyond their resume – one’s courage, intuition, wisdom, experience and above all a willingness to show up as your authentic self every day. Gender diversity, cultural diversity and diversity of thought are paramount to any organization’s success. Embracing these unique differences will help our business thrive."

Kirsten is Managing Director, Fixed Income Sales and Sales Manager in BMO Capital Markets' Vancouver office. She is directly responsible for managing the fixed income and money market desks in Vancouver. Kirsten works with an account base of a variety of large sophisticated clients and investors, including hedge funds, provincial treasurers, life insurance, counseling firms and mutual funds. Her product coverage includes all cash bonds, corporate credit, asset-backed securities, residuals, derivatives and swaps. Kirsten started her career in London, England over 30 years ago at Wood Gundy followed by IBJ and Barclays Bank in Eurobond sales desk covering institutional accounts based in Switzerland.

Kirsten spearheaded the development of the annually anticipated “Women in Fixed Income” industry forum. Founded in 2005, it is the only one of its kind in Canada and provides timely industry knowledge and networking opportunities for leading women in the industry. The conference is now in its 14th year and is attended by over 120 Capital Markets professionals. In addition to this forum, Kirsten is a keen sponsor of BMO Women, an Employee Resource Group that supports and advocates for women in our industry. She regularly participates in “Fire Side Chats” designed to mentor junior members of BMO Capital Markets.

Kirsten is the recipient of the Women in Capital Markets 2015 Award for Leadership. These awards recognize senior executives, who have combined professional excellence with a demonstrated commitment to advancing and supporting women in capital markets as well as contributing to society beyond Capital Markets.  Kirsten established the Vancouver Chapter of Women in Capital Markets in 2016 and was Co-Chair from 2016-2018.  Recently, Kirsten was honored as one of British Columbia’s Most Influential Women by BCBusiness magazine.  Kirsten is also on the Board of Ascenta Foundation, volunteering her time for the last eight years to improving access to much needed eye-care in underserved communities globally. In addition to her corporate and philanthropic commitments, Kirsten is also an angel investor, supporting two entrepreneurial women in the launch of The Garden; an innovative café, retail and event space in Vancouver.

Kirsten has a Bachelor of Arts from Queen’s University with a Major in Psychology.

Jason Parker

Head of North American Credit Research, Global Fixed Income, Currencies & Commodities

BMO Capital Markets

Jason Parker

Head of North American Credit Research, Global Fixed Income, Currencies & Commodities

BMO Capital Markets

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"I believe men need to be more vocal in advocating for change and promoting a more encompassing and hence fruitful work environment. Diversity of ideas and experiences are both key to creating the type of workplace dynamism required to face future challenges in an information based economy."

Jason Parker was appointed Head of North American Credit Research, BMO Capital Markets in 2018, in addition to his role as Corporate Debt Research analyst and strategist. As part of his mandate, Jason manages BMO Capital Markets’ Canadian Debt Research, which has been ranked number 1 since 2007, according to Greenwich. Jason joined BMO Capital Markets in 1999, as a member of the corporate debt research team. He covers infrastructure and the Canadian provinces as a debt analyst, and also provides corporate debt and fixed income strategy, as well as technical analysis of fixed income instruments. Jason’s previous experience includes retail and institutional trading and services at Bank of Montreal Investor Services, and retail trading at another investment dealer. 

Jason holds a BA (Honours) in geography and political science from Wilfrid Laurier University, an MA in geography from the University of Toronto, an MA in international affairs from Carleton University, and an MEd in Developmental Psychology and Education from the University of Toronto. He is also a CFA charterholder; a fellow of CSI; co-chair of the AdvanceAbility steering committee of Women in Capital Markets, which offers a mentorship program for women with disabilities; on the steering committee for BMO Without Barriers, focusing on helping people with special needs; on the Mentorship Committee for the Toronto CFA Society; a mentor for both WCM and Toronto CFA Society; co-chair of the BMO Capital Markets Diversity and Inclusion Council; and an executive sponsor for BMOCM Women.

Laurie Mahon

Vice Chair, Global Investment Banking, Capital Markets

CIBC

Laurie Mahon

Vice Chair, Global Investment Banking, Capital Markets

CIBC

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"Set the action plan and goals in place, and hold people responsible. Just do it. Success will beget success, and pretty soon people will forget it was ever any other way."

Laurie has had a multifaceted career as a banker, public sector manager, infrastructure executive, consultant and developer focusing on the development and financing of large infrastructure projects around the globe. She possesses a rare talent for balancing public policy and social reality constraints against the demands of the financial markets, and has advised on more than $150billion of transactions in her four decades of infrastructure deal-making. In addition to being recognized as one of the first bankers to develop and implement private sector financing schemes for infrastructure development, she is also an accomplished transportation planner and strategist. 

In her role as vice chair within the investment banking group at CIBC, she advises the firm’s strategic clients on capital raising and acquisitions strategy. Prior to joining CIBC to establish its global infrastructure business in 2013, she was a senior expert at McKinsey & Company, serving clients around the world on strategic issues related to infrastructure development and finance. Previously, she spent 12 years as an independent advisor, helping numerous public and private entities developing transportation projects in the US, Latin America, China and the UK. From 1984 until 1999 she worked on Wall Street as an investment banker serving the infrastructure markets in both the US and abroad, concentrating on Latin America and the emerging markets. The past engagements of which she is particularly proud are her six-year stint as lead advisor to the Panama Canal Authority on its canal expansion project, her role as financial advisor to the Republic of Mexico in the privatization of its national railway system, and her advisory role to the Government of Bermuda which led to a $350 million private investment in a new airport terminal. She began her career in government, initially at the Port Authority of New York and New Jersey and later at New Jersey Transit, where she held the position of deputy chief financial officer. She had a previous life as a journalist, both for the Boston Globe and the Bergen Record (NJ). 

Ms. Mahon holds a master’s degree in urban planning from Harvard University, and a BS summa cum laude from Boston University. She lives in Locust, New Jersey.

Eric Metivier

Managing Director & Head, Corporate Banking - Canada, Global Corporate Banking, Capital Markets

CIBC

Eric Metivier

Managing Director & Head, Corporate Banking - Canada, Global Corporate Banking, Capital Markets

CIBC

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"Engaging more men is as simple as including them in the conversation.  The conversation should focus on the fact that organizations that are more diverse innovate more, make better decisions, and generate stronger financial results. Those results will resonate with everyone."

Eric Métivier joined CIBC in 1994. Mr. Metivier is currently Managing Director and Head of Corporate Banking – Canada.

Previously, he was Managing Director and Global Head of Corporate Solutions; a group that provides hedging products in foreign exchange, interest rates, commodities and equities to CIBC’s corporate and government clients globally. Mr. Métivier also oversaw the Macro Strategy group, which focuses on fundamental and technical research in energy, foreign exchange, interest rates and the emerging markets.


Mr. Métivier joined CIBC to help start the Power and Utilities group within the CIBC’s Investment Banking practice. Prior to joining CIBC, Mr. Métivier worked at a leading competitor bank in Canada in Corporate Finance with responsibilities in real estate and structured finance.

Mr. Métivier sits on CIBC’s Global Deals Committee, Global Risk Committee and various technology steering committees. He also served as a past Chair of the CIBC’s Trading Room Deals Committee. He is also involved in various community initiatives including the Investment Committee for the Children’s Aid Foundation, as well as having been a guest lecturer at the Rotman School of Management and Osgoode Hall Law School.

Mr. Métivier holds an MBA from the Rotman School of Management and a Baccalauréat en commerce from l’Université d’Ottawa.

Jason Henderson

Executive Vice President, Head of Global Banking & Markets

HSBC Bank Canada

Jason Henderson

Executive Vice President, Head of Global Banking & Markets

HSBC Bank Canada

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"Being a mentor to both junior and senior female employees within the organization has been the most insightful experience. By holding mentoring sessions with a diverse group of staff, Jason is able to not only recognize talent, but check the pulse of the Bank to understand the issues within the organization and identify cross-functional opportunities."

 

Jason Henderson was appointed Head of Global Markets for HSBC Bank Canada in March 2010. He became EVP and Head of Global Banking and Markets in March 2013. He is also the Chairman for HSBC Securities Ltd. Canada. Jason joined the Board of Directors for HSBC Canada in February 2015. 

In Jason’s current role, he is responsible for the management of the combined Global Banking and Global Markets business lines in Canada. He also oversees the Global Liquidity and Cash Management operations in Canada. 

Jason first joined HSBC in 2006 in New York where he was Head of Currency and Commodity Derivatives for the Americas. Before joining HSBC, he spent 13 years with another Canadian financial institution and held positions in the US, Singapore and UK. 

With over 25 years in capital markets and banking, Jason brings a broad range of skills and experience in both international and domestic markets. Jason holds a Bachelor of Commerce with Honours from Queen’s University and is a Chartered Financial Analyst.

Catherine Milum

Head of Wealth Sales, Wealth & Asset Management, Canada

Manulife

Catherine Milum

Head of Wealth Sales, Wealth & Asset Management, Canada

Manulife

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Getting more women into the industry and leadership positions requires leading by example and understanding the unique challenges that women have.  Leaders need to be more vulnerable in their approach.

Catherine Milum is a customer-obsessed sales powerhouse. From client services to sales and marketing, she has spent the last 25 years learning, training and becoming an authority in helping make customers’ decisions easier and their lives better.

As the Head of Wealth Sales for Wealth and Asset Management, Canada, she guides the National Sales team of more than 100 professionals by openly imparting her knowledge and experience to help advisors grow their business.

Clearly, she is passionate about growing strong relationships and about developing the abilities of talented team members – with a specific focus on women in the industry – but she is also an accomplished presenter, with hundreds of seminars on countless topics under her belt.

For her, information-sharing is about connecting and having fun, and her creative approach has earned her a reputation as one of the top practice management leaders and sales trainers in the industry.

Tim Deacon

Global CFO, Wealth & Asset Management

Manulife

Tim Deacon

Global CFO, Wealth & Asset Management

Manulife

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There are many ways to champion.  For me personally, it hasn’t been about loud advocacy, but rather a daily quest to lead by example through modelling inclusive behaviours in a manner my daughters can be proud of.  If you have a voice and a vision for change, don’t ever hold back. Put the difficult issues or topics on the table for debate - it does make a difference. 

Tim is the Global CFO for Manulife’s Global Wealth and Asset Management businesses which include retail investment products, retirement record keeping and Institutional Asset management spanning
Canada, U.S., Europe, Asia and Japan, as well as the Company’s insurance General Account. Collectively these businesses manage over $1trillion of assets. Previously, Tim held senior executive roles at Manulife including Head of Enterprise Risk and Chief Accountant. Prior to Manulife, Tim was a Director at PWC LLP in the Global Capital Markets Group based in Toronto and London UK.

Tim is an Ontario Chartered Professional Accountant and a U.S. Certified Public Accountant. In 2013, he was presented the Award of Distinction from the Institute of Chartered Accountants of Ontario for career achievements and contributions to the community. He holds a Bachelor of Commerce from Queen’s University. He is a Director of Business / Arts, a national arts organization based in Toronto.

Isabelle Paquet

Managing Director, Global Equity Derivatives

National Bank Financial

Isabelle Paquet

Managing Director, Global Equity Derivatives

National Bank Financial

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"We work in a fast-paced environment and being on the sell side, we cover many clients. Leaving for a few months is definitely a setback. Maternity leave must be seen as an opportunity for personal growth and must not disadvantage mothers compared to their colleagues."

Isabelle Paquet is a Managing Director for the Global Equity Derivatives Group at the National Bank of Canada. Since joining the Bank in 2005, Isabelle has covered structured and derivative products for a clientele comprising institutional investors, high net worth individuals, portfolio management firms and retail clients. She is currently in charge of the development and coverage of derivative products in Europe, US and Canadian clients. Isabelle holds a Bachelor’s degree in Applied Mathematics and a Master’s degree in Mathematical and Computational Finance from University of Montreal.

Denis Girouard

Executive Vice-President, Co-Head, Financial Markets, Member of the Office of the President

National Bank Financial

Denis Girouard

Executive Vice-President, Co-Head, Financial Markets, Member of the Office of the President

National Bank Financial

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"We need to do a better job explaining to women the benefits of working in the industry and dispel some of the myths or working conditions that were more prevalent years ago. When recruiting, we must always keep gender diversity top-of-mind."

Denis Girouard is Executive Vice-President and Co-Head, Financial Markets, a responsibility he shares with Laurent Ferreira. He is responsible for National Bank's wholesale banking activities and treasury, including Investment Banking, Corporate Banking, Equity, Fixed Income, Derivatives and Proprietary Trading. Mr. Girouard is also a member of National Bank's Office of the President. 

Denis Girouard began his career in 1982 as a bond market trader at the Caisse de dépôt et Placement du Québec. In 1990, he joined National Bank Financial (NBF) where he has held various strategic executive positions. At the time of his appointment, Mr. Girouard was Executive Vice-President, Managing Director, Co-Head of Fixed Income and Deputy Head of Financial Markets at NBF. 

During his career in Financial Markets, Mr. Girouard held various appointments and gained in- depth knowledge of the sector's activities. Under his stewardship, National Bank has notably positioned itself as a leader in government financing in Canada. 

In addition to his professional activities, Mr. Girouard has served on several boards within the business community. He is currently a member of the CanDeal board of directors. 

Mr. Girouard has a Bachelor's in Finance from HEC and is a Chartered Financial Analyst, CFA®. 

Gillian Brown

Senior Managing Director, Capital Markets

Ontario Teachers' Pension Plan

Gillian Brown

Senior Managing Director, Capital Markets

Ontario Teachers' Pension Plan

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"Be bold and tenacious. Respectfully challenge people and the status quo. Try to bring unconscious bias to the conscious level of discussion. If you see something that feels biased, flag it. Change will take time, but each conversation represents a step forward."

Gillian Brown leads Ontario Teachers’ Capital Markets group, which manages Total Fund exposure to the equity, fixed income, credit, inflation-sensitive and absolute return asset classes. The Capital Markets team supports all of Ontario Teachers' investment groups and is responsible for executing on a centralized trade strategy that allows the Fund to focus on the needs of today's more sophisticated trading environment and its increasing regulatory complexity.

Since joining Ontario Teachers' in 1995, Gillian has held progressively senior roles; she was most recently the Managing Director, Credit, Insurance Linked Securities, Equity Products in our Capital Markets team, and prior to that she was the Director of Derivative Strategies and Trading within the Tactical Asset Allocation and Natural Resources department.

Gillian has more than 20 years of industry experience in equity and derivatives investment management. She holds a B.Comm. from McGill University and is a CFA charterholder. 

Gillian mentors other women through C4K and Girls Who Invest and is an active member of Women in Capital Markets and the Toronto chapter of 100 Women in Finance.

Jason Chang

Managing Director, Fixed Income, Currencies & Commodities, Capital Markets

Ontario Teachers' Pension Plan

Jason Chang

Managing Director, Fixed Income, Currencies & Commodities, Capital Markets

Ontario Teachers' Pension Plan

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"Further education and encouragement for people managers should be a focus to ensure that recruitment, hiring practices, compensation and promotions are fair for everyone. We need to encourage everyone to get involved in these initiatives and understand the value."

Jason Chang leads Ontario Teachers’ Pension Plan’s Fixed Income, Currency & Commodities team (FICC) in the Capital Markets department.  The team is responsible for the overall Fund exposures to these asset classes and related active programs. Since joining Ontario Teachers’ in 1995, Jason has held progressively more senior positions, most recently as the Vice-President, Fixed Income.  Jason also serves as the Vice Chair of the Fund’s Credit and Counterparty committee. He holds an HBA from the Richard Ivey School of Business at the University of Western Ontario and is a CFA charterholder.

Jason is active in the industry serving as a member of the Canadian Fixed Income Forum which is a senior level industry-wide committee established by the Bank of Canada. He is a member of the Canadian Alternative Reference Rate working group, and on IIROC’s Fixed Income advisory committee. He also serves as the co-facilitator for the gender diversity initiative under the Investor Leadership Network.

Nadine Ahn, CPA

Senior Vice President, Capital Markets Finance

RBC Capital Markets

Nadine Ahn, CPA

Senior Vice President, Capital Markets Finance

RBC Capital Markets

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"Engage with, and advocate for, the up-and-coming generation. Those individuals who are starting to gain momentum in their careers. Find out what is important to them, and what they see as barriers to advancement. Use your voice and your influence to press for change, speak up for them and actively sponsor them. They are going to be the ones who shape how we work, and how we define leadership and what success looks like in the future."

Nadine has global accountability for financial governance, control, valuations and performance management for Investor & Treasury Services and Capital Markets, and is a member of Operating Committees for both businesses. Nadine is also a member of the CAO & CFO Operating Committee.

Nadine joined RBC 19 years ago and has held various senior roles in Corporate Treasury and Finance, including VP & Controller, Global Head of Financial Control, Capital Markets Finance.

She is a CPA and holds a Bachelor of Commerce from the University of Toronto.

Michael Bowick

Head, Global Markets

RBC Capital Markets

Michael Bowick

Head, Global Markets

RBC Capital Markets

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"Every single person in an organization has the capacity to champion gender diversity. It can be as simple as a manager encouraging his or her employees to bring their ideas for change forward. A business will absolutely be more successful if it fosters a culture in which every employee feels comfortable bringing their best authentic self to work."

Mike Bowick is Head of the Global Markets division of RBC Capital Markets. Mr. Bowick provides oversight to the Trading and Sales activities of Global Equities, Global Fixed Income, Currencies and Commodities, as well as Futures and Electronic Trading. In addition to his responsibilities in Global Markets, Mr. Bowick has responsibility for the Counterparty Risk Trading (CRT) group, which manages the counterparty risks arising from OTC derivative contracts, as well as oversight of some of RBC Capital Markets’ legacy risk positions. Since joining RBC in 1986, Mr. Bowick has assumed increasingly senior roles managing derivative businesses that reference most asset classes, including FX, Interest Rates, Credit, and Equity.

Mr. Bowick holds an undergraduate degree in Business from the University of Prince Edward Island and an MBA from Dalhousie University in Halifax, Nova Scotia.

Mary Robertson

Managing Director and Head, Global Capital Markets Relationship Management

Scotiabank Global Banking and Markets

Mary Robertson

Managing Director and Head, Global Capital Markets Relationship Management

Scotiabank Global Banking and Markets

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"I have benefited greatly over the years from the mentorship and sponsorship of both men and women. I want to pay that back – and forward. I envision an industry that reflects our clients and our communities. One that makes everyone feel included, where there are no barriers, whether systemic or self-imposed, that limit anyone from setting and fulfilling bold ambitions."

Mary is responsible for leading the development and implementation of the relationship management strategy for key institutional clients of Scotiabank’s Global Capital Markets division. Mary joined Scotiabank over 25 years ago and she has since assumed increasingly senior roles in Debt Capital Markets, Investment Banking, Fixed Income, and the Financial Institutions Group. 


Mary holds MBA and HBA degrees from the Ivey School of Business. She is a CFA charterholder and holds the ICD.D designation from the Institute of Corporate Directors. 

She is an active champion of Global Banking and Markets’ Diversity & Inclusion strategy, participating as a mentor in various GBM mentorship programs. She has also contributed to a number of WCM initiatives over the years, and was a recipient of the inaugural Women in Capital Markets Executive Coaching Award.

She has served as a director on several not-for-profit boards and was named to the Canadian Board Diversity Council’s Diversity 50 List of Board-Ready Candidates in 2016.

Scott Morrison

Director and Head, Commercial Derivative Products Group and Foreign Exchange, Sales

Scotiabank Global Banking and Markets

Scott Morrison

Director and Head, Commercial Derivative Products Group and Foreign Exchange, Sales

Scotiabank Global Banking and Markets

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"I encourage more men in capital markets to sign up for a mentorship program, become involved in a career day or attend a recruiting event.  Most importantly, be approachable and open to new perspectives and ideas and be an advocate for their advancement."

Scott Morrison is Director and Head, Commercial Derivative Products Group and Foreign Exchange, Sales.  Based in Toronto, Scott leads a diverse team who work with Mid-Market clients across Canada providing customized risk management solutions to mitigate market risks such as currency, interest rate and commodity exposures.

Scott is an active champion of diversity and inclusion and is involved in mentorship programs.  In addition, Scott is an Advisory Board Member for the Scotiabank Women Initiative. The Scotiabank Women Initiative is a comprehensive program helping women take their business to the next level through access to capital, support from senior business leaders and education tailored to their needs.

Scott joined Scotiabank in 2001 in Scotia Asset Management where he was part of the Institutional Sales Team. In 2003 he moved to Global Banking and Markets to join the Foreign Exchange Sales Team and in 2007 became part of the Derivative Products Group.    

Scott has over 17 years of experience within the financial services industry and is a graduate of the University of Western Ontario. Scott is an avid squash player and enjoys spending free time with his family.

Jenn Ocampo-King

Managing Director, Prime Brokerage

TD Securities

Jenn Ocampo-King

Managing Director, Prime Brokerage

TD Securities

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"Start by openly championing and advocating for a top-performing woman on your team. If you're more junior in your career or don't know where to start, raise your hand for a gender diversity committee or ask senior leadership how you can help. I believe everyone can lead at their own level, whether they're an analyst or vice-president. Think about how you can add value and set out to do it."


Jenn is a Managing Director on the Prime Brokerage desk for TD Securities’ Equities business, responsible for leading the Securities Lending team. 

Jenn began her career in capital markets in 1997, spanning back-office operations, relationship management, and securities lending. She started at TD in 2003 as a Relationship Manager on the Prime Brokerage desk, and now covers a portfolio of large hedge funds and pension plans in North America. 

Prior to joining TD, Jenn was responsible for settlements and collateral management at Scotia Capital. 

Jenn co-chairs the Women in Leadership Champions Network for TD Securities and the annual TD Securities Underwriting Hope for Charity Auction that raises millions each year. Jenn was a recipient of the 2014 Women in Capital Markets Rising Star award, the 2015 TD Vision in Action award, and the 2016 Catalyst Canada Emerging Leader award. 

As an active member of the community, Jenn has been involved with the board of Eva’s Initiatives homeless youth shelter and served on their Resource Development and Capital Campaign committee. She previously co-chaired their Taste Matters Charity Auction, which raised over $150,000 annually. Currently, Jenn sits on the committee for 100 Women in Finance’s Toronto Chapter and the board of the Women’s College Hospital Foundation. She also volunteers with the Havergal College Parents Association. 

Jenn is a mother to a young daughter and enjoys playing golf with her husband in her spare time.

Andrew Phillips

Executive Managing Director and Head of Real Estate, Diversified Industries and Financial Sponsors

TD Securities

Andrew Phillips

Executive Managing Director and Head of Real Estate, Diversified Industries and Financial Sponsors

TD Securities

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"I believe everyone deserves an opportunity to achieve success, and promoting diversity, inclusion and balance is the ethical social approach to ensuring no one is denied that basic human right."

Andrew is an Executive Managing Director and is responsible for the Real Estate, Diversified Industries and the Financial Sponsors groups at TD Securities. 

Andrew joined TD in 1985 and has experience in all areas of commercial, corporate and investment banking.

Andrew holds a Bachelor of Commerce degree from The University of Toronto and serves on the board of directors of The Mount Sinai Hospital Foundation and The Toronto Symphony Orchestra.

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?