2019 Champions of Change

Congratulations to WCM's 2019 Champions of Change - corporate leaders who are pushing the boundaries for the advancement of women in the Canadian finance industry. 

Congratulations to WCM's 2019 Champions of Change - corporate leaders who are pushing the boundaries for the advancement of women in the Canadian finance industry. 

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.

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