WCM Award Recipients

WCM’s Awards recognize the exemplary leadership and contributions of individuals and firms in the Canadian capital markets. These industry leaders share an inspiring vision for the future; an equal workplace. A mission that can harness the full potential of our talent pool - a future of better ideas, stronger teams, improved businesses and new levels of prosperity.

WCM has been recognizing trailblazing leaders since 2007. Below is a full history of our award recipients.

WCM’s Awards recognize the exemplary leadership and contributions of individuals and firms in the Canadian capital markets. These industry leaders share an inspiring vision for the future; an equal workplace. A mission that can harness the full potential of our talent pool - a future of better ideas, stronger teams, improved businesses and new levels of prosperity.

WCM has been recognizing trailblazing leaders since 2007. Below is a full history of our award recipients.

Rising Star Award

Recognizes high-performing female professionals who have demonstrated professional excellence, and on the path to becoming future leaders in capital markets. More details and criteria for selection can be found here.

Catherine Bell

2023 Rising Star Award Recipient

Senior Associate, Active Equities North America, Canada Pension Plan Investment Board

Catherine Bell

2023 Rising Star Award Recipient

Senior Associate, Active Equities North America, Canada Pension Plan Investment Board

Catherine joined the Canada Pension Plan Investment Board in 2016 and is currently a Senior Associate within Active Equities North America. In her role, Catherine is responsible for evaluating and monitoring public market investment opportunities using fundamental analysis and various valuation techniques. She recently joined the Financial Services & Payments domain and prior to this she helped to build the Food, Beverage & Household domain.

Catherine spent the first five years of her career within the Relationship Investments team, which made significant minority investments in public and soon-to-be-public companies. Her focus was in the consumer and healthcare sectors.

In addition to her day-to-day role, Catherine has joined internal talent development committees and taken on mentorship positions to further team engagement, training and development. Catherine was selected to participate in the WCM Elevate program in 2020 and the WCM Emerging Leaders program in 2021.

Catherine holds a Bachelor of Commerce Honours degree from Queen’ University.

Samantha Chan

2023 Rising Star Award Recipient

Vice President, Risk Solutions Group, RBC Capital Markets

Samantha Chan

2023 Rising Star Award Recipient

Vice President, Risk Solutions Group, RBC Capital Markets

Samantha Chan is a Vice President in the Risk Solutions group at RBC Capital Markets. In her role, Samantha provides strategies and structured solutions for Mid-Market Corporates on how to hedge their foreign exchange exposures and interest rate risk. She covers clients across the four provinces of Western Canada and is currently based in Vancouver.

Throughout her career, Samantha has actively worked to promote diversity within RBC and the industry. She is a Co-Chair of RBCCM MOSAIC Canada, an employee resource group committed to advancing the interests of multicultural communities and recent immigrants of Canada. She has also mentored young women informally, as well as formally through RBC’s Global Markets Mentorship program.

Samantha holds a Bachelor of Business Honours Degree from Simon Fraser University and is a CFA charterholder.

Olivia Evans

2023 Rising Star Award Recipient

Investment Advisor, Cash Management Group, Canaccord Genuity Corp.

Olivia Evans

2023 Rising Star Award Recipient

Investment Advisor, Cash Management Group, Canaccord Genuity Corp.

Olivia Evans is an Investment Advisor with the Cash Management Group at Canaccord Genuity, where she specializes in creating sophisticated cash management strategies for a diverse range of institutional clients throughout Canada. The Cash Management Group is CGF’s largest advisor team, managing over $5.9bn in AUA. Olivia’s primary responsibilities include the strategic structuring and management of investment portfolios, utilizing an array of fixed income and money market products to help companies achieve their financial goals. Prior to joining Canaccord Genuity, Olivia worked in Securities Valuations at State Street.

Olivia is deeply committed to fostering gender equality in the finance sector, serving as the Co-Chair of WCM’s British Columbia Steering Committee. She is passionate about mentoring budding finance professionals, offering guidance and support to students and recent graduates embarking on finance careers. In addition to WCM, Olivia is dedicated to social impact, serving on the board of The KidSafe Project Society, a non-profit organization dedicated to providing Vancouver’s most vulnerable children access to the safety, nutrition, educational programming, and trauma-informed care.

Olivia holds an Honours Bachelor of Commerce Degree from McMaster University.

Sabrina Fanelli

2023 Rising Star Award Recipient

Senior Associate, National Accounts, BMO Global Asset Management

Sabrina Fanelli

2023 Rising Star Award Recipient

Senior Associate, National Accounts, BMO Global Asset Management

Sabrina Fanelli is a Senior Associate, National Accounts with BMO Global Asset Management (GAM). Sabrina joined BMO GAM in 2019, working on various teams including Advisor and Institutional Mutual Fund Distribution Channels, ETF Portfolio Management, and Global Strategic Initiatives. Prior to joining GAM, Sabrina also held positions in Retail Banking and Anti-Money Laundering at BMO. Sabrina graduated with a Bachelor of Business Administration with High Distinction from the University of Toronto and is a CFA Charterholder. Sabrina is also passionate about leading and participating in women advancement initiatives and she has been a member of Women in Capital Markets since 2016, Girl Guide Leader since 2012, and founded the Women in Business Association student group at University of Toronto in 2017. Sabrina is also President of the University of Toronto Scarborough Management Alumni Association and can regularly be seen presenting at events for students regarding building investment knowledge and navigating a career path in finance.

Lydia George

2023 Rising Star Award Recipient

Marketing Manager, RPIA

Lydia George

2023 Rising Star Award Recipient

Marketing Manager, RPIA

Lydia joined RPIA in February 2020 as a Digital Marketing Associate and was promoted to Marketing Manager in 2021. In her current role, she develops the firm’s marketing strategies and oversees omnichannel implementation for all client streams, including institutions, private clients, and investment advisors.

She is a member of the ESG Innovation Team and has played a pivotal role in organizing the way the firm collects and reports internal Diversity, Equity, and Inclusion (DE&I) data to inform decisions on improving DE&I initiatives and processes. In 2022, Lydia helped launch the RPIA ACE Program, which promotes academic and community empowerment through initiatives such as scholarships, internships, and charitable donations. Lydia has been a member of WCM since 2020 and has completed the Aspire and Elevate programs in addition to attending events and participating in peer mentorship.

Prior to RPIA, Lydia held roles in marketing, communications, and project management across various industries, including medical devices, oil and gas, telecommunications, and technology.

Lydia holds a BBA from the Schulich School of Business at York University, specialized in Marketing and International Business. Currently, Lydia is finishing up her MBA at the Schulich School of Business as a part-time accelerated student, expecting to graduate in December 2023.

Ana Juncu

2023 Rising Star Award Recipient

Associate, Money Market Sales, Global Markets - Québec, CIBC Capital Markets

Ana Juncu

2023 Rising Star Award Recipient

Associate, Money Market Sales, Global Markets - Québec, CIBC Capital Markets

Ana Juncu is an Associate in the Financial Solutions Group at CIBC. In her role, she manages relationships with Institutional Clients, such as Government-Related Entities, Pension Funds, Insurance Companies and Asset Managers. Ana specializes in Fixed Income and Money Markets. She covers Investment Grade Corporate Bonds as well as Government-Spread Products. This includes Federal, Provincials, Municipals and Federally-Regulated Pensions. Her career in Capital Markets started at Casgrain & Company Limited, where she occupied a role in Debt Capital Markets covering Provincial issuers. Her past experience in Debt Capital Markets is greatly appreciated by her current clients.

Beyond her role at CIBC, Ana is also Head of WCM Quebec's Professional Subcommittee and leads 3 individuals from the industry. She also serves as a mentor for Students through WCM's Mentorship Program.

Ana holds a Bachelor in Actuarial Mathematics, and is a CFA Chartholder.

Sara Loriot

2023 Rising Star Award Recipient

Vice-President, Institutional Portfolio Manager, CI Global Asset Management

Sara Loriot

2023 Rising Star Award Recipient

Vice-President, Institutional Portfolio Manager, CI Global Asset Management

Sara Loriot is Vice-President, Institutional Portfolio Manager covering asset allocation and is a member of CI GAM’s investment management team. Her primary responsibilities are to maintain a deep knowledge of portfolio philosophy, process, and construction for CI GAM’s strategies and to champion CI GAM’s asset allocation investment solutions both internally and externally. Sara acts as an interface between CI’s distribution channels and its portfolio management and research teams to enhance the visibility of CI GAM’s strategies. She has experience working with retail, institutional and advisory clientele and has been involved with product development and sales strategy, having worked at another leading global asset manager. She holds a Bachelor of Commerce (Finance) from Concordia University in Montreal and is a CFA charterholder. Sara is a native of Montreal, Québec and is bilingual in French and English.

Emma MacKay

2023 Rising Star Award Recipient

Senior Associate, Active Equities Department, CPP Investments

Emma MacKay

2023 Rising Star Award Recipient

Senior Associate, Active Equities Department, CPP Investments

Emma is a Senior Associate in the Active Equities Department at CPP Investments. As part of the Investment Research team, she conducts empirical research and quantitative analysis to understand the drivers of portfolio performance and to improve investment decision-making. Prior to joining Active Equities in 2021, Emma was part of the Capital Markets and Factor Investing Department where she focused on quantitative equity strategies.

Since starting her career, Emma has prioritized supporting women in the industry. She actively mentors women through the WCM University Mentorship Program, the Queen’s Women in Financial Markets Mentorship Program, and CPP Investments’ Mentorship Program. She is also a member of CPP Investments’ Women’s Initiative and has previously managed female STEM students as part of the Discover Capital Markets Internship Program.

Emma holds a Master of Science in Business Analytics from Carnegie Mellon University, a Bachelor of Engineering in Industrial Engineering from Dalhousie University, and is a CFA Charterholder.

Allie Moran

2023 Rising Star Award Recipient

Senior Associate, Private Equity, TriWest Capital Partners

Allie Moran

2023 Rising Star Award Recipient

Senior Associate, Private Equity, TriWest Capital Partners

Allie is a Senior Associate at TriWest Capital Partners, a mid-market private equity firm focused on making equity investments in successful Western Canadian companies. In her role, Allie is responsible for recommending investment decisions, working alongside management to strengthen portfolio company operations, and has contributed as a board observer on eight portfolio companies across a diverse range of industries.

Prior to joining TriWest, Allie was an Investment Banking Associate within TD Securities’ Global Energy group in Calgary, where she gained transaction experience on a variety of mergers and acquisitions, divestitures, as well as equity and debt offerings within the energy sector.

Throughout her career, Allie has actively worked to accelerate gender diversity and inclusion within the finance community. Allie is passionate about the career development of young women, volunteering her time coaching university case competition teams, leading introductory finance sessions for high school and university students, and acting as an informal and formal mentor to students. Allie also leads TriWest’s recruiting efforts to provide summer internship opportunities to women and visible minorities, a program led by the Canadian Venture Capital & Private Equity Association.

Allie holds a Bachelor of Commerce degree with distinction from the University of Alberta, concentrating in Finance and Accounting. Outside of business, Allie is an avid outdoor enthusiast and enjoys recreating in the Rocky Mountains.

Laurence Morin

2023 Rising Star Award Recipient

Director, Corporate & Government Solutions, CIBC Capital Markets

Laurence Morin

2023 Rising Star Award Recipient

Director, Corporate & Government Solutions, CIBC Capital Markets

Laurence Morin is a Director in the Corporate and Government Solutions Group at CIBC. In her role, she is responsible for cross-asset derivatives providing specialized advice and structuring to corporate clients in Quebec, Canadian Provinces and SSA’s. She joined CIBC 5 years ago in their Toronto head office, before moving back to Montreal. She holds a Bachelor of Commerce with a Major in Finance from McGill University. She is also a member of WCM’s Quebec Steering committee.

Mira Nedyalkova

2023 Rising Star Award Recipient

Associate, Cross Asset Solutions, Global Markets - Québec, CIBC Capital Markets

Mira Nedyalkova

2023 Rising Star Award Recipient

Associate, Cross Asset Solutions, Global Markets - Québec, CIBC Capital Markets

Mira is an Associate in Cross Asset Sales at CIBC Capital Markets. She has developed strong interpersonal and quantitative skills, working with various asset classes and client segments. Mira has experience as a lecturer in undergraduate degree teaching financial decisions analysis, introduction to derivatives, and fixed income analysis.

Through her young career, Mira has actively worked towards promoting diversity and innovation. In leadership, Mira has been the Head of Student Sub-Committee at WCM Quebec Chapter since 2022, focusing on initiatives to grow WCM's exposure in Quebec Universities and strategizing to establish a healthy pipeline of diversified talents for the Capital Markets community. She holds an M. Sc. in Finance and a B. Sc. in Economics from the Université de Sherbrooke.

Jenny Nguyen

2023 Rising Star Award Recipient

Investment Associate, Quantitative Strategies and Research, Ontario Teachers' Pension Plan

Jenny Nguyen

2023 Rising Star Award Recipient

Investment Associate, Quantitative Strategies and Research, Ontario Teachers' Pension Plan

Jenny is an investment associate within the Quantitative Strategies and Research team at Capital Markets, Ontario Teachers' Pension Plan. In her role, she contributes to the management of a multi-asset model-driven portfolio and conducts research on innovative quantitative investment strategies. Before joining Ontario Teachers', Jenny worked as a research assistant at Holland Bloorview Kids Rehabilitation Hospital.

During her tenure at Ontario Teachers', Jenny has actively participated in initiatives designed to promote a more equitable and inclusive workplace. She engages in efforts to create opportunities for junior talent, conducts outreach for diverse student groups, and is a member of her organization's Women in Capital Markets Network.

Jenny holds a Bachelor of Health Sciences from McMaster University and a Master of Applied Sciences in Biomedical Engineering from the University of Toronto.

Violeta Nusinoff

2023 Rising Star Award Recipient

Vice President, Mergers & Acquisitions, TD Securities

Violeta Nusinoff

2023 Rising Star Award Recipient

Vice President, Mergers & Acquisitions, TD Securities

Violeta is currently a Vice President in the Mergers & Acquisitions group at TD Securities advising corporate clients across industries on a range of mandates including acquisitions, divestitures, takeover defense, and fairness opinions. Prior to joining TD Securities, Violeta held various Corporate Finance and Analytics roles. In addition to her day-to-day role within Mergers & Acquisitions, Violeta is involved in TD Securities' recruitment efforts, mentors young women at TD Securities and through WCM's Post-Secondary Mentorship Program, and sits on the steering committee of TD Talent Lab, a program designed for high school students to gain hands on experience in capital markets and explore careers in the finance industry. Violeta holds a Bachelor of Commerce degree from the Rotman School of Management at University of Toronto and a Master of Business Administration degree from Ivey Business School at Western University.

Ozioma Nwankwo

2023 Rising Star Award Recipient

Manager, Workplace Experience, RPIA

Ozioma Nwankwo

2023 Rising Star Award Recipient

Manager, Workplace Experience, RPIA

Ozioma Nwankwo channels her passion for nurturing talent and her excellent people skills into her role as Manager of Workplace Experience at RPIA, a position she stepped into in 2022. Her mandate includes shaping the overall employee and client experience by optimizing the workplace environment, leveraging technology, and fine-tuning the firm's operational processes to foster a positive organizational culture.

Ozioma started at RPIA in 2018 and has since advanced through various positions, from offering support to senior leadership to addressing client needs. Her dedication to professional development is highlighted by her completion of the Canadian Securities Course, which paved the way for her progression into more senior responsibilities.

Since 2020, Ozioma has been a key player in RPIA's ESG journey, focusing on projects that align with her passion for societal change. On the Allyship Committee, she leads initiatives aimed at promoting community engagement, diversity and inclusivity, and social awareness, all of which contribute to RPIA's commitment to DEI principles. She also played a key role in helping RPIA earn certification as a Great Place to Work, reflecting her commitment to shaping an equitable and vibrant workplace culture.

Beyond her role, Ozioma is actively involved in mentoring the next generation of female leaders as a mentor within her firm and as a university mentor for Women in Capital Markets. Her efforts are aimed at developing and empowering young women to excel in their careers.

With an academic background that includes a Bachelor's Degree in Philosophy, Political Science, and African Studies from the University of Toronto, Ozioma's educational pursuits have equipped her with a well-rounded perspective that she brings to all facets of her professional life.

Vivian Zhao

2023 Rising Star Award Recipient

Associate Portfolio Manager, Credit Research, RPIA

Vivian Zhao

2023 Rising Star Award Recipient

Associate Portfolio Manager, Credit Research, RPIA

Vivian began her career at RPIA in 2016. She is currently an Associate Portfolio Manager on the Credit Research Team and is responsible for covering Global Banks and Non-bank Financial sectors. Prior to joining the Investment Team in 2021, Vivian initially joined RPIA as a Client Engagement Associate and then moved to the Client Portfolio Management Team in 2017.Prior to joining RPIA, Vivian spent two co-op terms at Ontario Teachers' Pension Plan as a Private Equity Associate and Hamilton Capital Partners as an Associate Analyst.

Vivian holds a Master of Finance from Wilfrid Laurier University and a Bachelor of Economics from Jilin University. Vivian is also a CFA Charterholder.

Kelsey Keane

2022 Rising Star Award Recipient

Vice-President, Equity Capital Markets, National Bank Financial Markets

Kelsey Keane

2022 Rising Star Award Recipient

Vice-President, Equity Capital Markets, National Bank Financial Markets

Kelsey is a Vice President in the Equity Capital Markets group at National Bank Financial. In her role, Kelsey is responsible for structuring and executing equity and equity-linked financing solutions for clients to support their overall capital financing needs. Kelsey has diverse experience across multiple capital markets functions. Prior to joining the Equity Capital Markets group, Kelsey worked in the Investment Banking and Risk Management Solutions groups at National Bank Financial.

Throughout her career, Kelsey has actively worked to improve gender diversity within the finance community. She has mentored young women and men informally, as well as formally through National Bank Financial’s Mentorship and Diversity programs and WCM’s Student Mentorship Program. Kelsey also sponsors female entrepreneurs in Canada through the Coralus organization, in an effort to increase funding and support for them.

Kelsey holds a Bachelor of Commerce Degree from Queen’s University and is a Chartered Professional Accountant.

Valeria Kolobashkina

2022 Rising Star Award Recipient

Director, Global Equities Strategy and Business Management, Scotiabank Global Banking and Markets

Valeria Kolobashkina

2022 Rising Star Award Recipient

Director, Global Equities Strategy and Business Management, Scotiabank Global Banking and Markets

Valeria joined Scotiabank in 2015 and is currently a Business Manager for Global Equities, where she was recently promoted to Director. In her current role, Valeria supports the business in executing on strategic initiatives and acts as an advisor to the Global Equities leadership team. She has successfully led several cross-disciplinary and cross-regional initiatives that allowed the business to expand the product offering, optimize performance and strengthen the risk management capabilities.

Prior to joining Global Equities, Valeria held progressively senior roles in Risk Management and Business Insights & Analytics. She was a recipient of  Scotiabank’s Best of the Best award that recognizes top performers in 5 out of her 7 years at the Bank.

In addition to her day-to-day role, Valeria is a mentor for the WCM Mentorship Program and is actively involved with her alma-mater, the Schulich School of Business, helping current students and new grads navigate their careers.

Valeria holds a Master of Finance from the Schulich School of Business and is a CFA and a FRM charter holder.

Kaela Micak

2022 Rising Star Award Recipient

Director, Investment Banking, TD Securities

Kaela Micak

2022 Rising Star Award Recipient

Director, Investment Banking, TD Securities

Kaela is a Director in TD Securities' Communications, Media and Technology team in Canada.

Kaela has over 14 years of investment banking experience and has worked on a variety of transactions including mergers, acquisitions, divestitures and capital raising initiatives. During her time at TD Securities she has worked in both the Communications, Media and Technology and the Mergers and Acquisitions groups.
Recent notable advisory mandates include:

  • Telecom: Pending Sale of Shaw to Rogers ($26.6B), MTS Sale to BCE ($3.9B), Allstream Sale to Zayo ($465M), Sale of Aastra to Mitel Networks ($400M), Sale of RuggedCom to Siemens ($382M);
  • Wireless: Sale of AWS spectrum by Shaw to Rogers ($300M); –Data Centres: Shaw - ViaWest acquisition (US$1.2B), ABRY - Q9 sale to BCE / OTPP / Providence / MDP ($1.1B); and
  • Media: Shaw Media sale to Corus ($2.7B), BCE - CTV acquisition ($3.2B).

Her experience also includes numerous institutional debt, bank and equity financings for public and private companies.

Kaela holds an honours degree in Commerce from Queen’s University and is a CFA Charterholder.

Kaela is a recipient of TD Securities' Pinnacle Award and TD Bank's Vision in Action Award, its highest employee honour.

Christiane (Tia) Peric

2022 Rising Star Award Recipient

Director, Debt Syndication, Global Investment Banking, CIBC Capital Markets

Christiane (Tia) Peric

2022 Rising Star Award Recipient

Director, Debt Syndication, Global Investment Banking, CIBC Capital Markets

Tia Peric is a Director in the Debt Capital Markets (DCM) Syndication team at CIBC Capital Markets. In her role, Tia is responsible for advisory, marketing, pricing, and execution of CIBC’s Canadian corporate bond mandates. Since joining CIBC full-time in 2015, she has held roles in the DCM Origination, Equity Capital Markets and DCM Syndication teams. Beyond her day-to-day business responsibilities, Tia serves as a Senior Advisor to the CIBC Capital Markets Junior Advisory Council and as co-chair of the Sleep Out: Champions Edition event in support of Covenant House Toronto.

Tia holds a Bachelor of Commerce (Honours) and Bachelor of Arts (French Studies) from Queen’s University in Kingston, Ontario.

Andrea Topić

2022 Rising Star Award Recipient

Director, Regulatory and Optimization, National Bank Financial Markets

Andrea Topić

2022 Rising Star Award Recipient

Director, Regulatory and Optimization, National Bank Financial Markets

Andrea Topic is currently a Director in the Regulatory and Optimization, Global Funding and Treasury group at NBC in Toronto. Andrea started her career at NBC Global Finance, NBC’s Irish subsidiary. She became an expert in EU prudential regulation, specifically for capital and liquidity. Her talent was quickly recognized and she moved to a front office position where she traded delta one and securities finance structures. Andrea took the opportunity to move to Toronto and expanded her expertise to Canadian regulation. She actively participates in the structuring of trades for the Global Securities Finance team by leveraging her regulatory and trading experience, and leads regulatory initiatives relative to SFT reporting. Andrea is passionate about traveling, discovering new cultures and women’s right. She is also fluent in 4 languages: Croatian, English, Italian and French.

Nan Chen

2021 Rising Star Award Recipient

Principal, OMERS

Nan Chen

2021 Rising Star Award Recipient

Principal, OMERS

Nan Chen is a Principal/Portfolio Manager in the Capital Markets division at OMERS, one of Canada’s largest defined benefit pension plans. In her role, Nan manages several strategies within commodities and public equities. Her commitment to bring innovative ideas to investments as well as her dedication to accelerate gender diversity and inclusion have brought positive impact to the organization.

Prior to joining OMERS Capital Markets in early 2018, Nan was an Investment Analyst at RBC Global Asset Management, where she helped manage several quantitative-based funds and ETFs. Prior to that she served as an Investment Analyst in Quantitative Investments at Manulife Asset Management.

Nan is a student advisor for McMaster University’s “DeGroote Finance and Investment Council” where she is a mentor for students who are passionate about investing. She completed her undergraduate study in Commerce and Economics at McMaster University and graduate study in Financial Engineering from the Schulich School of Business. She is a CFA charterholder, and holds both the FRM and CAIA designations.

Brianne Gardner

2021 Rising Star Award Recipient

Investment Advisor, Raymond James Ltd

Brianne Gardner

2021 Rising Star Award Recipient

Investment Advisor, Raymond James Ltd

As a Wealth Advisor and co-founder of Velocity Investment Partners, Brianne uses her expertise to provide solutions to high net worth families who have complex financial needs, and deliver white glove, first-class service to clients who expect the very best. Her dedication to understanding and managing the unique financial challenges many families face gives our clients the peace of mind they need.

With the tools provided by the leading independent firm in Canada, Raymond James Ltd., she is continually raising the bar for customized and strategic investment solutions with a focus on risk
management. Brianne works closely with successful individuals, medical professionals, corporate executives, business owners and wealthy families across Canada, who have built significant wealth
through years of hard work. She takes pride in the opportunity to help them grow, protect, and diversify their wealth, and when the time comes, transfer it to future generations in the most efficient
manner.

Brianne and her team of experts manage money for 60 families across Canada, developing customized wealth management plans and solutions to meet their personal circumstances and goals. Brianne oversees a highly qualified team of six who help ensure all the clients receive ‘Amazon like’ efficiency and ‘Four Seasons like’ service. A disciplined and active risk management strategy allows clients to sleep soundly knowing their money is under prudent stewardship. Her team recently won Wealth Professionals 5 Star Top Teams in 2021.

Her unwavering passion for being a trusted financial partner and family advisor providing valuable guidance in overseeing their financial affairs is why she has built strong, long-term relationships.
Brianne has authored many industry articles over the years and is an expert financial contributor for Neighbours of Edgemont magazine as well as the Globe & Mail.

Brianne acts as a mentor to young women in business and has always been an active member of her community. She is a philanthropist through her membership in professional associations and charitable organizations such as Women in Capital Markets, Young Women in Business, SFU Beedie School of Business Mentorship program and ReThink Breast Cancer. She also serves as
a board member of Ascenda School of Management on the finance committee.

In her free time, Brianne leads an active lifestyle, and you’ll often find her playing golf, tennis, volleyball, skiing or hiking. She and her husband enjoy travelling and they love to spend time with family.

Jenny Kletinich

2021 Rising Star Award Recipient

Vice President, Debt Capital Markets, RBC Capital Markets

Jenny Kletinich

2021 Rising Star Award Recipient

Vice President, Debt Capital Markets, RBC Capital Markets

Jenny Kletinich joined RBC Capital Markets in 2015 and is currently a Vice President in the Debt Capital Markets group. In her role, Jenny supports DCM coverage for clients in the infrastructure, power and energy sectors, including bond offerings and liability management exercises. In addition to her day-to-day role within DCM, Jenny acts as formal mentor to new and junior staff, including providing guidance to female colleagues looking to manage their careers, and is actively involved in RBCCM’s university recruitment efforts. In 2020, Jenny was one of only 23 recipients of the RBC Performance Award, considered the peak of recognition at RBC and is awarded to employees who exemplify our Purpose, Vision and Values in every aspect of their work. Jenny also sits on the steering committee for the Toronto chapter of Women’s Infrastructure Network, a dynamic forum designed for women in infrastructure to help facilitate connections and networking, exchange ideas, and help shape the infrastructure agenda. Jenny graduated from McGill University in 2014 with a major in Finance and minor in Economics.

Maryam Moshiri

2021 Rising Star Award Recipient

Director, Alternate Solutions Group, CIBC Capital Markets

Maryam Moshiri

2021 Rising Star Award Recipient

Director, Alternate Solutions Group, CIBC Capital Markets

Maryam Moshiri is responsible for managing FX businesses that help corporates and retail clients facilitate cross-border payments more efficiently. Within this mandate, Maryam had developed new businesses from inception generating new revenue streams for Capital Markets. Maryam has a degree in Engineering from the University of Waterloo and a MBA from the Rotman School of Management.

Janet Richardson

2021 Rising Star Award Recipient

Manager, Business Development Associates, Retail Wealth Distribution, Manulife

Janet Richardson

2021 Rising Star Award Recipient

Manager, Business Development Associates, Retail Wealth Distribution, Manulife

A results-oriented, team-focused Financial Services professional with eight years of Leadership, Sales and Client Service experience. Passionate about coaching and leading a high-performing team and empowering them to reach their potential. Driven to making a positive impact and add value to my clients, organization, and community.

I joined Manulife’s Wealth Sales team in 2013 as a Business Development Associate, supporting Wholesaling teams execute their sales strategy and deliver high-quality service and solutions to Investment Advisors. In 2015, I transitioned into a leadership role, leading the Central East Business Development Associate team

Prior to joining Manulife, I graduated from Western University in Business Management and worked in South Africa for a Management Consulting firm. South Africa was an incredible experience that pushed me outside of my comfort zone and taught me about living and working in a different culture and with individuals from diverse backgrounds and experiences.

Outside of the office I enjoy exploring new cities and cultures and love being active – skiing and golf being my favourites.

My recent accomplishments include:

- Co-lead of Women in Capitals Markets and Manulife’s internal committee. Our purpose is to promote WCM programming and encourage diverse representation across Manulife, develop talent and increase Manulife’s presence at external events.
-Steering committee member for Manulife Investment Management inaugural Women in Finance – Career in Sales event, April 2021. 150 attended and resulted in hiring new talent.
-Panelist in Women in Capital Markets: Overview of Careers in Finance, June 2020
- 2019 Women in Capital Markets Emerging Leaders Award Recipient.
- Spearheaded the transformation of department’s Internal Wholesaler Development Program: A defined 6-month curriculum to provide the knowledge, training and coaching necessary for Associates to transition into an Inside Sales role

Brandon Gill New

2020 Rising Star Award Recipient

Senior Portfolio Manager, Capital Markets Group, OPTrust

Brandon Gill New

2020 Rising Star Award Recipient

Senior Portfolio Manager, Capital Markets Group, OPTrust

Brandon Gill New is a Senior Portfolio Manager in the Capital Markets Group at OPTrust, one of Canada’s largest defined benefit pension plans. In her role, Brandon provides strategic direction and oversight over a number of strategies within the plan’s portfolio of C$6B externally managed public-markets funds.

Prior to joining OPTrust in early 2018, Brandon was a Director at BMO Capital Partners, a proprietary private debt and equity fund at Bank of Montreal. She also spent a decade at Ontario Teachers’ Pension Plan. There, she served as a Portfolio Manager in the Alternative Investments Division managing a portfolio of global hedge funds and esoteric investment funds, and as an Assistant Portfolio Manager in the Public Equities Division covering Emerging Markets equities.

Brandon serves on the Institutional Asset Management Committee for CFA Society Toronto, as the Fund Development Chair for the Junior League of Toronto, and as a mentor for Women in Capital Markets.  Brandon holds an MBA from London Business School and a B.A. in International Economics from Middlebury College in Vermont. She is also a CFA Charterholder.

Deborah Grosdanis

2020 Rising Star Award Recipient

Director, Deposits and Investments, Global Business Payments, Scotiabank Global Banking and Markets

Deborah Grosdanis

2020 Rising Star Award Recipient

Director, Deposits and Investments, Global Business Payments, Scotiabank Global Banking and Markets

In her role as Director, Deposits & Investments in Global Business Payments, Deborah is responsible for developing investment strategies for corporate and commercial clients. Prior to her current role, she served as part of GBM’s Fixed Income Sales team, where she held primary sales coverage responsibilities for institutional clients including, governments, pensions, asset managers and corporate treasuries. Since joining Scotiabank in 2009 as part of International Banking’s Rotational Program, Deborah has held progressively senior roles in International Banking, Corporate Banking, and a secondment building the strategy for GBM’s Diversity & Inclusion Office.

Deborah balances her passion for the business with a desire to drive positive social change and exhibits leadership through action. She is a mentor through GBM’s Parental Advisor Liaison Program and the WCM Mentorship Program and is a strong advocate for the advancement of women and diversity and inclusion in the industry. Deborah holds a Bachelor of Business Administration degree from the University of Toronto, and an MBA from the Schulich School of Business. In 2016, she was recognized by Women in Capital Markets as one of Canada’s Emerging Leaders.

Joegina Philip

2020 Rising Star Award Recipient

Director, Risk Management Solutions Group, National Bank Financial

Joegina Philip

2020 Rising Star Award Recipient

Director, Risk Management Solutions Group, National Bank Financial

Joegina Philip joined National Bank Financial in 2012 where she is currently a Director in the Risk Management Solutions Group. In her role, Joegina is responsible for leading, structuring and marketing foreign exchange hedging solutions to corporate clients across Canada and in the U.S. Joegina is actively involved with a number of strategic initiatives at NBF particularly around gender diversity and inclusion and is a strong advocate for the advancement of women in the industry. Joegina is an informal mentor to her younger colleagues on the team, as well as formal mentor to women through Women in Capital Markets’ mentorship program.

Joegina holds a Bachelors of Business Administration Degree from Wilfrid Laurier University and is a CFA charterholder.

Lindsay Scott

2020 Rising Star Award Recipient

Director, Diversified Industries Investment Banking, TD Securities

Lindsay Scott

2020 Rising Star Award Recipient

Director, Diversified Industries Investment Banking, TD Securities

Lindsay is a Director in the Diversified Industries Investment Banking team at TD Securities where her coverage activities span a range of sectors and transaction types. Since joining TD in 2008, Lindsay has also worked in the Equity Capital Markets and Financial Sponsors teams where she supported origination and execution efforts in those groups. Through her involvement in TD Securities' Women in Leadership Canada committee, Lindsay is actively involved in attracting female talent to the business and is a strong supporter of diversity and inclusion initiatives across the firm. Lindsay holds a BA (Honours) degree in Economics from Queen's University and a Master of Financial Economics degree from the University of Toronto. In 2019, Lindsay was a recipient of TD Securities' Pinnacle Award and TD Bank's Vision in Action Award, its highest employee honour.

Christina Wood

2020 Rising Star Award Recipient

Director, FX Options Trading, CIBC Capital Markets

Christina Wood

2020 Rising Star Award Recipient

Director, FX Options Trading, CIBC Capital Markets

Christina Wood has consistently demonstrated over her 11 year career at CIBC to be a rising star through her thought leadership, commitment to innovative excellence, and passion for advancing industry goals as they pertain to gender diversity and inclusion. During her career, she has worked in Toronto, Hong Kong, London and New York as an FX Options Trader, gaining invaluable global experience and taking charge in a role largely dominated by men. As of 2017, her mandate grew to lead and execute CIBC’s electronic FX Options strategy. Since this appointment, CIBC became the 1st in Canada to fully automate price streaming, executing and warehousing FX Options with institutional and corporate clients. Christina manages a diverse cross functional team focused on taking CIBC from being the #1 USDCAD FX Options liquidity provider in Canada to #1 globally. Christina holds an Honours Bachelor of Commerce from McMaster University, a Masters of Managerial Analytics from Queen’s University and holds a CFA designation. Her level of care extends beyond professional aspirations, as she is part of a small team that created, coordinates and executes the ‘Women of CIBC Series’ which seeks to inspire and support female talent both at the bank and its clients by hosting meaningful dialogue, promoting diversity and inclusion, and seeking allies. Christina is also an active member of the CIBC Run For the Cure Fundraising Committee and participates in CIBC’s recruitment, training and mentoring efforts to foster the bank’s future leaders.

Brittany Clarke

2019 Rising Star Award Recipient

Director, Equity Capital Markets, CIBC Capital Markets

Brittany Clarke

2019 Rising Star Award Recipient

Director, Equity Capital Markets, CIBC Capital Markets

Brittany Clarke joined CIBC Capital Markets upon graduating in 2013 and is currently a Director in the Equity Capital Markets group. Brittany began her career in CIBC’s rotational program where she completed rotations through various groups at CIBC including debt capital markets, securitization, institutional fixed income sales and equity derivative sales. In early 2014, Brittany joined CIBC’s ECM team as an analyst. Today, Brittany works alongside her team to execute, price, structure and syndicate follow-on equity offerings and IPOs for corporate clients. She specifically assists in the coverage efforts for companies within the technology, power & utilities and diversified industry verticals. Brittany is proud to assist with recruiting efforts at CIBC and makes an effort to actively mentor junior employees. She also sits on the committee that hosts an annual bank-wide poker tournament to support the United Way. Brittany graduated from the Richard Ivey School of Business in 2013 with a degree in Honours Business Administration and successfully earned the CFA designation in 2018.

Cilise Connell

2019 Rising Star Award Recipient

Vice President, Strategy & Transformation, RBC Capital Markets

Cilise Connell

2019 Rising Star Award Recipient

Vice President, Strategy & Transformation, RBC Capital Markets

Cilise is a Vice President within the Strategy and Transformation team at RBC Capital Markets. In her role, she is responsible for leading and managing the firm’s Business Process Stream aimed at adding value by reviewing existing functional processes and quantifying the benefits obtained through process simplification for RBC’s Interest Rates Derivatives Replacement Platform Initiative. Throughout her 6 year career with RBC, Cilise has worked on a variety of revenue generating and process efficiency projects for Interest Rates Derivatives and other asset classes, which gave her exposure to various business lines and functions.

In addition to her role, Cilise is actively involved with a number of diversity initiatives at RBC. In 2018, Cilise was named Co-Chair of RBC Capital Markets’ gender diversity employee resource group, RWomen Canada. RWomen’s mission is to promote gender diversity and inclusion at RBC Capital Markets through advocacy & awareness, community involvement, ongoing education and networking opportunities. Cilise is also a RBC Academy facilitator and a RBC Ladies who Lunch mentor; both programs work to provide support and mentorship for high school students. 

In 2009, Cilise moved to Canada from Trinidad & Tobago to attend the University of New Brunswick, and she graduated in 2012 with a Bachelor of Business Administration Degree.

Jennifer Glista

2019 Rising Star Award Recipient

Managing Director & Head of Sales, Equity Derivative Solutions, Scotiabank Global Banking and Markets

Jennifer Glista

2019 Rising Star Award Recipient

Managing Director & Head of Sales, Equity Derivative Solutions, Scotiabank Global Banking and Markets

Jennifer started her career at Scotiabank in 2006 as an Associate in GBM’s Sales and Trading Rotational Program. She subsequently joined the Commodity Derivatives Group where she progressed through a series of increasingly more senior roles and was responsible for marketing energy and agricultural hedging solutions to end users of commodities across North America. Jennifer has also completed a secondment to the Bank’s Global Risk Management and Special Account Management groups. She mentors several women within Global Banking and Markets and is a keen supporter of the Bank’s efforts to promote inclusion.  Jennifer holds an HBA from the Richard Ivey School of Business.

On the personal front, Jennifer married her high school sweetheart and enjoys spending time with her two high-energy children.

Grace Potter

2019 Rising Star Award Recipient

Director, Global Project & Structured Finance, BMO Capital Markets

Grace Potter

2019 Rising Star Award Recipient

Director, Global Project & Structured Finance, BMO Capital Markets

Grace is a Director in Corporate Banking. Her primary responsibilities are the origination, structuring and management of acquisition, project finance, fund and corporate loan transactions in the power, utilities and infrastructure sector. Grace joined Corporate Banking in 2011 and prior to joining the group she held responsibilities involving commercial lending transactions across a variety of sectors. Grace holds a Bachelor of Commerce from Dalhousie University.

Melissa Tan

2019 Rising Star Award Recipient

Vice President, Equity Capital Markets, National Bank Financial

Melissa Tan

2019 Rising Star Award Recipient

Vice President, Equity Capital Markets, National Bank Financial

Melissa Tan is a Vice President in the Equity Capital Markets team at National Bank Financial Inc.  In her role, Melissa is responsible for structuring, leading and participating in equity and hybrid equity offerings. She also advises public and private clients on optimal capital structures and financing alternatives whilst navigating the Canadian and U.S. regulatory framework.  Melissa’s expertise in the equity capital markets is also complemented by three years of experience in NBF’s corporate and investment banking group.

Alongside her career, Melissa is actively involved with a number of committees within the bank.  Melissa is one of the co-chairs of NBF’s Toronto United Way Campaign, and acted as team captain for NBF’s Covenant House Guts and Glory Challenge for three consecutive years.  Melissa also mentors young women and men informally, as well as formally through NBF’s mentorship program.

Melissa holds a Bachelor of Commerce Degree from the University of Toronto.

Carla Deeks

2018 Rising Star Award Recipient

Carla Deeks

2018 Rising Star Award Recipient

View LinkedIn Profile

View Award Video >>

 

Carla Deeks joined Scotiabank in 2007 and has held progressively senior roles in Global Risk Management and Corporate Banking. Carla was promoted to her current role in 2014 and has made significant contributions to a variety of strategic initiatives at GBM. Carla is an active volunteer inside and outside the organization. She is a mentor in GBM’s Parental Advisor Liaison Program and the GBM Mentorship Program and is a strong advocate for the advancement of women in the industry.

Mélanie Dussarrat

2018 Rising Star Award Recipient

Director, FX e-Trading, e-Solutions Group, CIBC Capital Markets

Mélanie Dussarrat

2018 Rising Star Award Recipient

Director, FX e-Trading, e-Solutions Group, CIBC Capital Markets

View Award Video >>

 

Mélanie is a Director in Foreign Exchange Electronic Trading. She is experienced in systematic market making and developing trading strategies in algorithmic trading. Mélanie's expertise includes Capital Markets and Risk Management practices. Prior to joining the eFX Trading desk, Mélanie was part of the Foreign Exchange and Precious Metals sales desk where she contributed in deepening existing client relationships and cultivating new ones.

Alongside her professional career, Mélanie is actively involved in different Financial Women Associations and Non-Profit organizations where she holds leading positions.

Mélanie holds a Master degree in Financial Engineering. She is the recipient of the Women in Capital Markets (WCM) Rising Star Award and the Women in Capital Markets (WCM) Emerging Leader Coaching Award. She holds the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations.

Jennifer Diana Lee

2018 Rising Star Award Recipient

Principal, Strategy & Risk, Ontario Teachers’ Pension Plan

Jennifer Diana Lee

2018 Rising Star Award Recipient

Principal, Strategy & Risk, Ontario Teachers’ Pension Plan

View Award Video >>

 

Jennifer Diana Lee is Principal in the Strategy & Risk group at Ontario Teachers’ Pension Plan. Her responsibilities include providing insights and advice to all private market underwriting and investment committees across the fund from a total fund perspective. Prior to her role at Ontario Teachers’, Jennifer was an Associate for two years at Goldman Sachs in London, UK, and began her career at Deloitte in Toronto. Jennifer is a Chartered Financial Analyst, a Chartered Alternative Investment Analyst and a Chartered Professional Accountant. She has Bachelor of Commerce and Global Professional Masters of Law degrees from the University of Toronto and most recently completed the Private Investments Board of Directors Program at the Rotman School of Management. Jennifer is passionate about giving back and currently serves as the youngest elected board member on CPA Ontario’s Council.

Aliyah Mohamed

2018 Rising Star Award Recipient

Director, Investment Banking, TD Securities

Aliyah Mohamed

2018 Rising Star Award Recipient

Director, Investment Banking, TD Securities

View Award Video >>

 

In demand since the start of her career, Aliyah is a past recipient of the coveted Women in Capital Markets (WCM) Heather L. Main Memorial Scholarship which recognizes academic excellence, leadership capabilities and volunteerism.

 

With a BSc in Neuroscience from Dalhousie University, Aliyah graduated as an Ivey Scholar from the MBA program at the University of Western, Richard Ivey School of Business.

 

Introduced to TD Securities through a summer internship in 2004, Aliyah became a permanent team member in 2005, advising on transactions across multiple industries with the Mergers and Acquisitions group.

 

In 2014, Aliyah joined the Real Estate investment banking group, where she currently has direct corporate client coverage responsibilities, and advises on a wide variety of mergers and acquisitions, divestitures, initial public offerings and equity and debt, public and private offerings. To date, she had advised on more than $15 billion of mergers and acquisitions.

 

Through the informal relationship-building events she arranges for women in the industry and her commitment to taking younger colleagues under her wing, she has made a significant impact as an advocate for gender diversity and inclusion in the workplace and beyond.

Jackie Nixon

2018 Rising Star Award Recipient

Director, Equity Capital Markets, Global Investment Banking, RBC Capital Markets

Jackie Nixon

2018 Rising Star Award Recipient

Director, Equity Capital Markets, Global Investment Banking, RBC Capital Markets

View Award Video >>

 

Jackie Nixon is a Director on the Equity Capital Markets team within Global Investment Banking at RBC. In her role, Jackie is responsible for originating, structuring and executing equity and equity linked financings for Canadian issuers. She is also responsible for providing market informed judgements to Corporate and Private Equity clients in connection with financings, capital structure advisory, M&A advisory and trading dynamics.

 

In addition to her role, Jackie is actively involved with a number of committees within RBC Capital Markets. Jackie is one of the co-chairs of RWomen, the internal women’s network for RBC Capital Markets employees; she is a member of the Canadian Diversity Leadership Council, and is a member of the Corporate Citizenship Committee. Jackie also established and now co-leads a Technology & Innovation committee for Canadian Investment Banking.

 

Jackie joined RBC in July, 2016 after spending nine years at Goldman Sachs. Jackie started her career at Goldman Sachs International in London, England where she worked on the Corporate Equity Derivatives team within the Investment Banking Division for six years. Her experience in London was followed by three years at Goldman Sachs in New York, USA where she was a Vice President on the Equity Capital Markets Team, covering US issuers the industrial sector.

 

Jackie holds a Bachelor of Commerce Degree from Dalhousie University.

Maria Tihotchi

2018 Rising Star Award Recipient

Director, Global Structured Products, Trading Products, BMO Capital Markets

Maria Tihotchi

2018 Rising Star Award Recipient

Director, Global Structured Products, Trading Products, BMO Capital Markets

View Award Video >>

 

Maria Tihotchi is a Director with Global Structured Products (“GSP”) within the Trading Products group at BMO Capital Markets. GSP is dedicated to providing innovative investment solutions along with sales and after-sales support to the retail and wholesale investment community within Canada, the US and abroad. 

 

In her role as Director, Maria is responsible for structuring Principal at Risk Notes investment products within Canada and works closely with both of GSP’s trading and sales teams to create tailored investment solutions designed to meet the various risk appetites and return needs of Canadian investors.

 

Prior to her current role, Maria worked as an accountant at UBS Securities Canada.  She also obtained a Bachelor’s of Finance degree from University of Toronto and is a CFA Charterholder.

Priya Radha

2017 Rising Star Award Recipient

Director, Rates Trading, Head of Options Trading, Scotiabank, Global Banking and Markets

Priya Radha

2017 Rising Star Award Recipient

Director, Rates Trading, Head of Options Trading, Scotiabank, Global Banking and Markets

View Award Video >>

 

As a Capital Markets professional, Priya Radha is responsible for Scotiabank Global  Banking Market’s Fixed Income Interest Rate Options Business globally. Prior to running the Options  Business, Priya was a successful Swap trader in the U.S. and Canadian markets as a market maker for Scotiabank as well as a Swap Trader and market maker in European and Sterling interest rates.

 

Priya is on the Board of Directors for the Herbert H. Carnegie Future Aces Foundation. As a former  recipient of the Scholarship, Priya is grateful to be able to give back to an organization like this which is
focused on Education, Accountability and Community Service.

 

Priya is also the Treasurer and sits on the Board of Directors for a grassroots non-profit organization, REA’son D’etre Dance Productions.

 

Priya holds both a B.B.A. (Hon.) and an M.B.A (Dean’s List) with a Specialization in Finance and Strategic Management from the Schulich School of Business at York University.

Eileen Jurczak

2016 Rising Star Award Recipient

Director, Trading Products, BMO Capital Markets

Eileen Jurczak

2016 Rising Star Award Recipient

Director, Trading Products, BMO Capital Markets

Rachel Megitt

2015 Rising Star Award Recipient

Director, Global Initiatives Group, RBC Capital Markets

Rachel Megitt

2015 Rising Star Award Recipient

Director, Global Initiatives Group, RBC Capital Markets

Jennifer Ocampo-King

2014 Rising Star Award Recipient

Vice President, Prime Brokerage, TD Securities

Jennifer Ocampo-King

2014 Rising Star Award Recipient

Vice President, Prime Brokerage, TD Securities

Mari Jensen

2013 Rising Star Award Recipient

Director, Institutional Foreign Exchange Sales, Scotiabank

Mari Jensen

2013 Rising Star Award Recipient

Director, Institutional Foreign Exchange Sales, Scotiabank

Viktoriya Gruzytska

2012 Rising Star Award Recipient

Executive Director, CIBC

Viktoriya Gruzytska

2012 Rising Star Award Recipient

Executive Director, CIBC

Joanne O'Hea

2011 Rising Star Award Recipient

Vice President, Equity Agency Trading, RBC Capital Markets

Joanne O'Hea

2011 Rising Star Award Recipient

Vice President, Equity Agency Trading, RBC Capital Markets

Liette Bromley

2010 Rising Star Award Recipient

Director, BMO Capital Markets

Liette Bromley

2010 Rising Star Award Recipient

Director, BMO Capital Markets

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Award for Excellence in Innovation

Awarded to up to two people, groups, departments or firms that have taken bold steps to improve diversity and inclusion through a new and innovative approach. More details and criteria for selection can be found here.

BMO Private Wealth

2023 Excellence in Innovation Award Recipient

BMO Private Wealth

2023 Excellence in Innovation Award Recipient

This award is recognition of BMO Private Wealth’s Investment Advisor Parental Support Program. This program is aimed at removing barriers within the investment advisory field and providing business continuity for Investment Advisors and clients, while supporting IAs as they continue to grow their book of business and their family.

Scotiabank

2023 Excellence in Innovation Award Recipient

Scotiabank

2023 Excellence in Innovation Award Recipient

The Scotiabank Global Banking and Markets Diversity, Equity and Inclusion Listening Sessions team was recognized with a 2023 Leadership Innovation Award for taking bold steps to improve the experience for all equity deserving groups across the bank’s global footprint.

By implementing business wide listening sessions targeted to specific equity deserving groups, the team was able to listen and to gain a better understanding of employees’ lived experiences and to work with DEI advisors to implement innovative and thoughtful solutions that drive meaningful and positive change in the workplace.

The outcomes of the listening sessions have led to the creation of a comprehensive strategy that is results-driven and measurable – and most importantly, laid the foundation for the work being done to help the Bank continue to foster a culture of inclusion and belonging for all employees to achieve success within Scotiabank.

Scotiabank Global Banking and Markets Diversity, Equity and Inclusion Listening Sessions Team:

  • Marta Cano Escobar
  • Diana Coletto
  • John Currie
  • Kshamta Kaushik
  • Kay Lazidis
  • Bohdan Murowanyj
  • Alessya Paoletti
  • Pamela Ramnarain

Lindsay Patrick

2021 Excellence in Innovation Award Recipient

Head of Strategic Initiatives and ESG, RBC Capital Markets

Lindsay Patrick

2021 Excellence in Innovation Award Recipient

Head of Strategic Initiatives and ESG, RBC Capital Markets

Equality Fund

The Equality Fund is a ground-breaking collective that combines national and international gender-lens granting, multi-sector philanthropy and an innovative investment arm, to deliver new momentum for women's movements and support the advancement of gender equality in Canada and around the world.

Lindsay Patrick is Managing Director and Head of Strategic Initiatives and ESG at RBC Capital Markets. She leads the Sustainable Finance Group, and with her team, spearheads the provision of solutions and advice for RBC’s institutional and corporate clients across all areas of sustainable finance that incorporates both environmental and social perspectives. Lindsay is also responsible for the advancement of the RBC Capital Markets’ business strategy, supporting the firm’s overall growth and performance ambitions.

Lindsay has two decades experience in investment banking, spanning trading floors across North America, Europe, Australia and Asia. She began her career with RBC Capital Markets in investment banking in Toronto, followed by 10-years overseas with a global bank in London, where she held a variety of positions, including the Head of Global Equity Sales and Director of Macro Sales within its Global Equity Derivatives group. Returning to Toronto, she rejoined RBC Capital Markets as the Global ETF Strategist before launching the Sustainable Finance Group.

Lindsay is active within RBC and the industry in advancing important initiatives related to Diversity and Inclusion and is a mentor to numerous colleagues, supporting their growth and development across the bank.

Lindsay received her MBA with Honours in Finance from The Wharton School at the University of Pennsylvania, her BBA with Honours in International Business from Bishop’s University, is a CFA Charterholder and recently received the CFA Certificate in ESG Investing. Lindsay represents RBC on the Advisory Board for the Institute of Sustainable Finance and is recognized as leader in sustainability in Canada as a Clean50 Honoree. She is an active volunteer within her local community and serves on Investment Committee for the Oakville Community Foundation. Lindsay is the proud mother of four boys.

Farnaz Shahed

2021 Excellence in Innovation Award Recipient

Director - Institutional Solutions Group, RBC Capital Markets

Farnaz Shahed

2021 Excellence in Innovation Award Recipient

Director - Institutional Solutions Group, RBC Capital Markets

Equality Fund
The Equality Fund is a ground-breaking collective that combines national and international gender-lens granting, multi-sector philanthropy and an innovative investment arm, to deliver new momentum for women's movements and support the advancement of gender equality in Canada and around the world.

Farnaz is a Director on the Institutional and Corporate Derivatives Solutions desk at RBC Capital Markets. She has over 12 years of experience working across Corporate, Retail and Institutional Derivatives businesses. In her current role, she works closely with clients on custom, cross-asset, investing, and hedging solutions and is helping build this business from the ground-up. She is also a co-chair of RWomen, an RBC CM Women’s initiative that promotes diversity and inclusion of thought and representation. She moved to Canada in 2008 to pursue her MBA at Queen’s University. She is a Computer Science Engineer by background and is of the belief that passion covers most incomplete talents. She has had strong mentors and sponsors during her career and is a mentor to many young individuals at RBC and at Queen’s.

TD Securities' Women in Leadership Committee Canada

2021 Excellence in Innovation Award Recipient

TD Securities' Women in Leadership Committee Canada

2021 Excellence in Innovation Award Recipient

This award is recognition of TD Securities' Women in Leadership Committee Canada's work to foster a culture of innovation and regularly creating new programming to continually push the boundaries of gender diversity and inclusion.

Ontario Teachers' Pension Plan

2020 Excellence in Innovation Award Recipient

Ontario Teachers' Pension Plan

2020 Excellence in Innovation Award Recipient

This award is recognition of Ontario Teachers' Pension Plan (OTPP)'s data-driven and transparent approach to EDI and taking deliberate steps to standardize and de-bias processes. 

Wendy Smith

2018 Excellence in Innovation Award Recipient

Managing Director, Head of Diversity and Inclusion Office, Scotiabank GBM

Wendy Smith

2018 Excellence in Innovation Award Recipient

Managing Director, Head of Diversity and Inclusion Office, Scotiabank GBM

View Award Video >>

 

Scotiabank’s Global Banking and Markets Diversity and Inclusion (D&I) Office - Led by WendySmith, Managing Director. 

 

Following a successful career in Capital Markets Sales and Trading, Wendy formed the new office in 2015, which reports directly into the business line and is located on the trade floor. The D&I Office has made a measurable impact, advancing diversity and inclusion in the workplace for the benefit of all employees.

 

With over 20 years’ experience in Capital Markets, Wendy has worked in many roles at several of the Big 5 banks' Capital Markets divisions, as a Senior Economist, Manager in Analytics and Electronic Trading Development, and Institutional Fixed Income Sales. She spent almost seven years on Scotiabank’s Emerging Markets Fixed Income desk,  marketing to large institutions in Canada and the United States . About three years ago she moved off the trading desk to pursue a new challenge: creating a Diversity and Inclusion Office for Scotiabank’s Global Banking and Markets Division.

 

A strong supporter of women in her business, Wendy  is an active member of several organizations including Women in Capital Markets, and Women in Leadership, having  served  on various committees and also as a mentor for over 15 years. In 2014, Wendy won WCM’s Executive Coaching Award.

 

Outside of her career, she has two major passions: travel and the resolution of global poverty issues.

 

She is a Governor of Opportunity International, a charitable microfinance organization which has clients in over 20 countries.

 

Wendy has an MA from York University in Economics and a BA Honors from Glendon College, major in Economics and a minor in French Literature.

Mike Bowick

2018 Excellence in Innovation Award Recipient

Head, Global Markets RBC Capital Markets

Mike Bowick

2018 Excellence in Innovation Award Recipient

Head, Global Markets RBC Capital Markets

View Award Video >>

 

RBC Vision Women’s Leadership MSCI Canada Index ETF (RLDR)

 

Canada’s first ETF that focuses exclusively on driving board diversity in Canada. The award is recognition of the collaborative approach between RBC Global Asset Management, RBC Capital Markets and OMERS for the launch, distribution and funding of the ETF.

 

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.

Satish Rai

2018 Excellence in Innovation Award Recipient

Chief Investment Officer, OMERS

Satish Rai

2018 Excellence in Innovation Award Recipient

Chief Investment Officer, OMERS

View Award Video >>

 

RBC Vision Women’s Leadership MSCI Canada Index ETF (RLDR)

 

Canada’s first ETF that focuses exclusively on driving board diversity in Canada. The award is recognition of the collaborative approach between RBC Global Asset Management, RBC Capital Markets and OMERS for the launch, distribution and funding of the ETF.

 

Satish Rai is OMERS Chief Investment Officer. His mandate includes the overall global investment strategy, portfolio construction activities, and P&L accountability across all asset classes and geographies where OMERS invests. A 30-year veteran of the investment sector, Satish joined OMERS in January 2015, and immediately focused on delivering a strengthened approach to capital markets investing, with the ultimate goal of bolstering long-term value for members. Satish previously served as Chief Investment Officer at TD Asset Management (TDAM), overseeing $250 billion in assets under management; he was also Chair of the Committee of the Advancement of Visible Minorities in Leadership Roles, and a Diversity Leadership Council member. Believing strongly that distinct perspectives strengthen a workplace, Satish actively delivers on his commitment to diversity at OMERS through a differentiated approach to hiring, mentorship and investing. Satish holds both a Bachelor of Mathematics (University of Waterloo) and a CFA. In 2002, he was recognized as one of Canada’s Top 40 Industry Leaders Under 40, and in 2006 he received the Alumni Achievement Medal from Waterloo’s Faculty of Mathematics. Satish serves on the Toronto Global and Capitalize for Kids Boards and is a member of the Young Presidents’ Organization/World Presidents’ Organization. He is a past member of the respective Boards of the University of Waterloo, Michael Garron Hospital Foundation and Women in Capital Markets.

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WCM Outstanding Volunteer Award

Awarded to volunteers who have surpassed the typical expectations of a WCM volunteer. More details and criteria for selection can be found here.

Alexina Bernier

2023 Outstanding Volunteer Award Recipient

Associate Portfolio Manager & Trader, Beneva

Alexina Bernier

2023 Outstanding Volunteer Award Recipient

Associate Portfolio Manager & Trader, Beneva

Alexina is an Associate Portfolio Manager & Trader at Beneva. In her role, she manages the North American Corporate Bond Portfolio as well as executes trades on various products, namely fixed-income, derivatives and preferred stocks. Alexina is known to create value through her knowledge of numerous issuers, her expertise on Responsible Investment, and her thorough fundamental and technical analysis.

Alexina is highly engaged within her community. Since 2020, she serves on the Executive Board of CFA Quebec. She also serves on the Board of the Student Investment Fund for the University of Quebec in Rimouski (UQAR). Moreover, she is involved in the Investment Committee for the Student Investment Fund for the Cegep of Ste-Foy and a member of Comite Jeune, Finance Montreal. Alexina is also an ambassador for Women in Capital Markets and represents her community in Quebec City.

Alexina holds a Master of Business Administration (M.B.A.) from Laval University with a specialization in Finance. She has also completed the Sustainable Investment Professional Certification at Concordia and holds the Chartered Financial Analyst designation.

Rosanna Bruni

2023 Outstanding Volunteer Award Recipient

Rosanna Bruni

2023 Outstanding Volunteer Award Recipient

Rosanna Bruni is a senior leader with a twenty-plus-year career in the financial services industry. Her expertise was most recently exemplified in her role as Senior Director and Head of Trading at the Public Sector Pension Investment Board (PSP Investments), where she spearheaded the establishment and stewardship of a dynamic, global, cross asset trading desk operating in a multi-market environment.

Her journey prior to PSP Investments saw her occupying a series of high-level roles, showcasing her versatility and strategic vision. As a Principal at Genuity Capital Markets, she was instrumental in pioneering the firm's presence in the Montréal market from 2005 to 2010. This was after expanding Desjardins Securities' reach into the US market from 2002 to 2005 and occupying roles such Vice President of Sales/Trading covering domestic and international accounts such as Loewen Ondaatje McCutcheon, Bunting Warburg, and Gordon Securities/HSBC.

Transitioning into a new chapter of her professional life, Rosanna aspires to amplify her influence through increased board engagements. Her pursuit of excellence is evidenced by her attainment of the ICD-Rotman Directors designation, which equips her with cutting-edge governance acumen.

She currently sits on the Board of Directors of Healthy Markets and has ben Co-chair of the WCM (Women in Capital Markets) Quebec Chapter for the last eight (8) years. In the past, Rosanna sat on the Board of Directors, as Vice President, for the Buy-Side Investment Management Association (BIMA), and Director for Canadian Security Traders Association (CSTA).

For almost 20 years, she has been a Board member and on the Executive Committee of BBB Foundation, a non-profit organization whose primary objective is to identify charities that require start-up assistance, particularly those which involve children. Moreover, she invests her experience into shaping future leaders by mentoring young women in the field of capital markets. A fervent advocate for diversity and inclusion, with an emphasis on gender parity in professional environments, Rosanna played a transformative role in PSP's Inclusion and Diversity Council, particularly within the gender sub-group. Currently enrolled in the Women's Studies program at the Simone de Beauvoir Institute, Rosanna is deepening her understanding of the intricate historical, societal, and cultural contexts of gender, aiming to translate this knowledge into her advisory and board roles.

Alessia Coticone

2023 Outstanding Volunteer Award Recipient

Vice President, Equity Capital Markets, Raymond James Ltd.

Alessia Coticone

2023 Outstanding Volunteer Award Recipient

Vice President, Equity Capital Markets, Raymond James Ltd.

Alessia joined Raymond James in 2021 and is currently in Institutional Equity Sales. In her current role, Alessia services institutional asset managers in North America. She is a generalist equity salesperson covering a wide range of sectors for companies of all sizes in Canada and the US. Prior to joining Equities, Alessia held roles in other asset classes, including an analyst position specializing in corporate debt instruments. In addition to her day-to-day role, Alessia holds a vocational education position in Adult Education, for which she has been teaching a Business class since 2018.Alessia graduated with Distinction at Concordia University and is a CFA charterholder.

Dave Doyon

2023 Outstanding Volunteer Award Recipient

Directeur adjoint, Trading, Revenus Fixes, Industrielle Alliance Gestion de Placements inc.

Dave Doyon

2023 Outstanding Volunteer Award Recipient

Directeur adjoint, Trading, Revenus Fixes, Industrielle Alliance Gestion de Placements inc.

Dave Doyon is an Associate Director, at iA Global Asset Management (iAGAM). In his role, he executes trades on Fixed-Income as well as Interest Rates Derivatives for multiple mandates. Dave is known to have trading experience on a variety of asset classes, namely Equity, Equity Derivatives and Currencies.

Dave has been in the industry since 2015. He holds a Bachelor of Business Administration (B.B.A.) with a Specialization in Finance, as well as a Master of Business Administration (M.B.A.) from University Laval. Moreover, he completed the Chartered Financial Analyst designation in addition to the Certificate in ESG Investing from CFA Institute. Dave is highly involved in his community. Along with his participation in the well-known Grand defi Pierre Lavoie (GDPL) in Quebec, Dave is also part of the Quebec Chapter Steering Committee of Women in Capital Markets (WCM).

Shahenda El Gindi

2023 Outstanding Volunteer Award Recipient

Shahenda El Gindi

2023 Outstanding Volunteer Award Recipient

Kristin Ellerbeck

2023 Outstanding Volunteer Award Recipient

Kristin Ellerbeck

2023 Outstanding Volunteer Award Recipient

Kristin is a student in mathematics at McGill University and has been a proud member of the WCM Quebec steering committee for the past four years. She is passionate about promoting diversity within finance.

Ana Juncu

2023 Outstanding Volunteer Award Recipient

Associate, Money Market Sales, Global Markets - Québec, CIBC Capital Markets

Ana Juncu

2023 Outstanding Volunteer Award Recipient

Associate, Money Market Sales, Global Markets - Québec, CIBC Capital Markets

Ana Juncu is an Associate in the Financial Solutions Group at CIBC. In her role, she manages relationships with Institutional Clients, such as Government-Related Entities, Pension Funds, Insurance Companies and Asset Managers. Ana specializes in Fixed Income and Money Markets. She covers Investment Grade Corporate Bonds as well as Government-Spread Products. This includes Federal, Provincials, Municipals and Federally-Regulated Pensions. Her career in Capital Markets started at Casgrain & Company Limited, where she occupied a role in Debt Capital Markets covering Provincial issuers. Her past experience in Debt Capital Markets is greatly appreciated by her current clients.

Beyond her role at CIBC, Ana is also Head of WCM Quebec's Professional Subcommittee and leads 3 individuals from the industry. She also serves as a mentor for Students through WCM's Mentorship Program.

Ana holds a Bachelor in Actuarial Mathematics, and is a CFA Chartholder.

Jessica Morasse

2023 Outstanding Volunteer Award Recipient

Portfolio Manager and Trader, CDPQ

Jessica Morasse

2023 Outstanding Volunteer Award Recipient

Portfolio Manager and Trader, CDPQ

Jessica Morasse is a portfolio manager and trader, working within the Fixed Income group at Caisse de dépôt et placement du Québec. She actively participates in investments in debt securities and derivatives financial instruments.

Jessica has nearly 10 years of experience in the valuation and asset management of fixed income. Before joining the CDPQ in 2023, she held the position of Director and Assistant Portfolio Manager, Corporate Bonds, at Industrial Alliance Financial Group. Very involved in the financial community, she sits on the board of directors of CFA Québec, where she holds the position of treasurer. She is also part of the Quebec committee of Women in Capital Markets.

Jessica Morasse holds a bachelor's degree in business administration with a major in finance from Laval University. She also is a CFA charter holder.

Laurence Morin

2023 Outstanding Volunteer Award Recipient

Director, Corporate & Government Solutions, CIBC Capital Markets

Laurence Morin

2023 Outstanding Volunteer Award Recipient

Director, Corporate & Government Solutions, CIBC Capital Markets

Laurence Morin is a Director in the Corporate and Government Solutions Group at CIBC. In her role, she is responsible for cross-asset derivatives providing specialized advice and structuring to corporate clients in Quebec, Canadian Provinces and SSA’s. She joined CIBC 5 years ago in their Toronto head office, before moving back to Montreal. She holds a Bachelor of Commerce with a Major in Finance from McGill University. She is also a member of WCM’s Quebec Steering committee

Mira Nedyalkova

2023 Outstanding Volunteer Award Recipient

Associate, Cross Asset Solutions, Global Markets - Québec, CIBC Capital Markets

Mira Nedyalkova

2023 Outstanding Volunteer Award Recipient

Associate, Cross Asset Solutions, Global Markets - Québec, CIBC Capital Markets

Mira is an Associate in Cross Asset Sales at CIBC Capital Markets. She has developed strong interpersonal and quantitative skills, working with various asset classes and client segments. Mira has experience as a lecturer in undergraduate degree teaching financial decisions analysis, introduction to derivatives, and fixed income analysis.

Through her young career, Mira has actively worked towards promoting diversity and innovation. In leadership, Mira has been the Head of Student Sub-Committee at WCM Quebec Chapter since 2022, focusing on initiatives to grow WCM's exposure in Quebec Universities and strategizing to establish a healthy pipeline of diversified talents for the Capital Markets community. She holds an M. Sc. in Finance and a B. Sc. in Economics from the Université de Sherbrooke.

Catherine Rosenthal

2023 Outstanding Volunteer Award Recipient

Institutional Sales Associate, JP Morgan Asset Management

Catherine Rosenthal

2023 Outstanding Volunteer Award Recipient

Institutional Sales Associate, JP Morgan Asset Management

Catherine is an Institutional Sales Associate at JP Morgan Asset Management since August 2021 where she helps prospect and service institutional clients across Canada. Prior to joining JP Morgan, Catherine was an Investment Associate at Trans-Canada Capital where she covered alternative asset classes. Catherine obtained her Master of Finance from HEC Montréal and her Bachelor of Commerce in Finance from McGill University.

Karen Théorêt

2023 Outstanding Volunteer Award Recipient

Debt Capital Markets & Derivative Solutions Group, RBC Capital Markets

Karen Théorêt

2023 Outstanding Volunteer Award Recipient

Debt Capital Markets & Derivative Solutions Group, RBC Capital Markets

Karen Théorêt is an Associate in the Debt Capital Market & Derivatives group with RBC Capital Markets, based in Montréal, Québec. Karen has more than 8 years of experience in the Capital Markets industry, specializing in Derivatives and Debt Capital Markets. Karen delivers debt funding solutions to corporate and government clients in the Province of Quebec. Karen also provides derivatives solutions coverage to Corporate and retail businesses. Prior to joining RBC, Karen spent 6 years at Desjardins, in a Foreign Exchange Sales role. Karen holds a Master Degree from Sherbrooke University and is a member of the Quebec Chapter of Women in Capital Markets (WCM).

Biana Vaillancourt

2023 Outstanding Volunteer Award Recipient

Associate, Delphos

Biana Vaillancourt

2023 Outstanding Volunteer Award Recipient

Associate, Delphos

Bianca Vaillancourt is an associate at Delphos, a financial advisory firm specializing in raising capital for corporates, fund managers, and projects in emerging markets. In her role, she supports the capital raising team on a variety of transactions across different industries. Her prior experience includes working for a high-impact startup and in development impact consulting. Bianca Vaillancourt holds a bachelor of commerce with a major in finance from McGill University.

Alexandra Velosa

2023 Outstanding Volunteer Award Recipient

Director, Financial Solutions Group, CIBC Capital Markets

Alexandra Velosa

2023 Outstanding Volunteer Award Recipient

Director, Financial Solutions Group, CIBC Capital Markets

Alexandra Velosa is Director, Financial Solutions Group at CIBC. In her role, she cultivates relationships with Institutional Clients. This includes Pension Funds, Insurance Companies, Treasuries, and other Asset Managers. She is well-recognized within the industry for the quality of her coverage, her Fixed Income expertise, as well as her dedication to philanthropy.

Prior to this role, Alexandra managed relationships with Institutional Clients and Government-Related Entities on the Money Market Desk at Laurentian Bank Securities. Prior to her career in Capital Markets, she worked several years at National Bank in Personal & Business Banking. She has over 10 years of experience in the Banking Industry.

In 2023, Alexandra was nominated Co-Chair of the Quebec Steering Committee. She mentors and coaches several individuals in Capital Markets both within CIBC and outside the firm. Alexandra was also an ambassador for A Votre Sante, a Fund-Raising Committee affiliated to the Foundation of Maisonneuve-Rosemont Hospital, one of the largest hospitals in Montreal. She leads by example, instills ownership and values giving back. She takes action and demonstrates accountability.

Alexandra holds a Bachelor of Business Administration (B.B.A.) with a Specialization in Finance, as well as the Chartered Financial Analyst® designation.

Aimee Palmer

2022 Outstanding Volunteer Award Recipient

Vice President Sales, Aviso Wealth

Aimee Palmer

2022 Outstanding Volunteer Award Recipient

Vice President Sales, Aviso Wealth

Aimee is the Vice President, Sales at NEI Investments / Aviso Wealth and supports advisors in varying capacities. She brings more than 13 years of experience in business ownership, senior leadership and marketing in different sectors. Her strengths include building successful teams with a focus on client acquisition, holistic planning and business growth strategies. Aimee held a corporate role developing recruiting systems and collaborating on regional events geared towards attracting more women to the advisor role. Since joining WCM, she has received invaluable professional development and hopes to bring the same opportunities to the women in the WCM Prairies Chapter. As a founding Co-Chair, she will help facilitate local and national initiatives that engage and support the development of women in various roles in the finance industry.

June Zimmer

2022 Outstanding Volunteer Award Recipient

Regional President Prairies Region, BMO Private Wealth

June Zimmer

2022 Outstanding Volunteer Award Recipient

Regional President Prairies Region, BMO Private Wealth

June has been a long-time leader and advocate for women in our industry. She is a passionate advocate for women in the industry and works hard to facilitate opportunities for women to gain access, opportunity and ongoing success in the industry. In her current role as Regional President with BMO Private Wealth, June supports women in a variety of roles across Canada. She has been recognized as a national leader for her professional work and advocacy both and the firm and industry levels. As a mentor to many, she is acutely aware of the challenges and obstacles that exist, and recognizes that allyship and sponsorship are key to opening doors along the way. Through her involvement with WCM across Canada, she has seen first-hand the benefit of WCM connections, relationships and programming. She is passionate to expand the reach of WCM, and is the founding Co-Chair of the Canadian Prairies chapter, working to empower women across Canada with the opportunities to excel in their respective careers in finance and capital markets.

Christina Carnovale

2021 Outstanding Volunteer Award Recipient

Director, Foreign Exchange - Fixed Income and Currencies, RBC Capital Markets

Christina Carnovale

2021 Outstanding Volunteer Award Recipient

Director, Foreign Exchange - Fixed Income and Currencies, RBC Capital Markets

Christina Carnovale is a Director of Foreign Exchange Sales in the Fixed Income, Currencies & Commodites group with RBC Capital Markets, based in Calgary, Alberta. Christina has more than 14 years of experience with RBC, specializing in FX advice and execution for Energy clients across North America. Christina provides guidance on best practices to help manage/mitigate FX exposure related to strategic hedging and large transactions, as well as cash management needs. Prior to joining RBC, Christina spent 7 years with Enbridge Inc., with roles in Corporate Finance, Risk Management and Treasury. Christina holds a Masters of Economics from the University of Calgary. Christina is also the Co-chair of the Calgary Chapter of Women in Capital Markets (WCM) and the Co-Chair of RWomen Calgary, an Employee Resource Group focused on promoting diversity and inclusion at RBC Capital Markets.

Hannah Smerek

2021 Outstanding Volunteer Award Recipient

Director, Commodities, National Bank of Canada

Hannah Smerek

2021 Outstanding Volunteer Award Recipient

Director, Commodities, National Bank of Canada

Hannah Smerek is a Director in National Bank’s Commodity Derivatives group where she covers a book of energy clients. Through her position, Hannah has extensive experience working directly with C-Suite executives, building and executing on strategic solutions for managing their commodity price risks. Hannah has been at National Bank since 2014 and has held various roles within Sales & Trading, including NGL trading and equity derivatives structuring. She was also selected for National Bank’s Financial Markets Rotational Program during which she held positions across all verticals of Capital Markets. Hannah has a Bachelor of Engineering in Materials Science with First Class Honours from Imperial College London, UK. She graduated at the top of her class and was awarded the IOM3 Prize in Materials from the UK Institute of Materials, Minerals and Mining for her strong academic performance. Hannah is passionate about the advancement of women in male-dominated fields and has been actively involved with Women in Capital Markets as a member of the Calgary Steering Committee since 2017 and Co-Chair of the Calgary Chapter since 2019. Hannah was a recipient of Women in Capital Market’s Emerging Leaders Award in 2020.

Keren Beletsky

2020 Outstanding Volunteer Award Recipient

Principal, Private Capital – Equities, Ontario Teachers’ Pension Plan

Keren Beletsky

2020 Outstanding Volunteer Award Recipient

Principal, Private Capital – Equities, Ontario Teachers’ Pension Plan

Keren Beletsky is a Principal in the Private Capital group at Ontario Teachers’ Pension Plan (OTPP), she joined OTPP in 2018. Prior to joining Ontario Teachers', Keren worked in M&A investment banking at National Bank Financial.

Keren has been a volunteer with Women in Capital Markets (WCM) since 2016 and became co-chair of the WCM UniConnect Committee in 2018.

Keren holds a Bachelor of Business Administration (Honours) degree from the Schulich School of Business at York University.

Mélanie Dussarrat

2020 Outstanding Volunteer Award Recipient

Director, eFX Trading

Mélanie Dussarrat

2020 Outstanding Volunteer Award Recipient

Director, eFX Trading

Mélanie is a Director in Foreign Exchange Electronic Trading. She is experienced in systematic market making and developing trading strategies in algorithmic trading. Mélanie's expertise includes Capital Markets and Risk Management practices. Prior to joining the eFX Trading desk, Mélanie was part of the Foreign Exchange and Precious Metals sales desk where she contributed in deepening existing client relationships and cultivating new ones.

Alongside her professional career, Mélanie is actively involved in different Financial Women Associations and Non-Profit organizations where she holds leading positions.

Mélanie holds a Master degree in Financial Engineering. She is the recipient of the Women in Capital Markets (WCM) Rising Star Award and the Women in Capital Markets (WCM) Emerging Leader Coaching Award. She holds the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations

Lindsay Brent

2019 Outstanding Volunteer Award Recipient

Vice President, Research Product Manager, RBC Capital Markets

Lindsay Brent

2019 Outstanding Volunteer Award Recipient

Vice President, Research Product Manager, RBC Capital Markets

Lindsay Brent is Vice President, Research Product Manager in Global Equities at RBC Capital Markets. Throughout her career at RBC, Lindsay has had broad exposure to the organization, through prior roles in Wealth Management with the Portfolio Advisory Group, Institutional Equity Sales with Capital Markets, and Strategy Development with Personal & Commercial Banking. In her current role, Lindsay works on a global team to strengthen RBC’s research product and distribution, in collaboration with the research team, sales and trading.  

Lindsay is passionate about women’s empowerment, as exemplified by her contributions to the community. She currently serves as the Co-Chair of the Women in Capital Markets High School Liaison Committee, and holds the positions of Vice-Chair of the Board and Chair of the Strategy Committee at Jessie’s Centre, an organization that provides support and services to pregnant teens and young mothers and their children facing obstacles such as poverty and social isolation. She has also been an active volunteer with Camp Oochigeas in recent years, and is involved with mentorship and recruiting initiatives at RBC. This fall, Lindsay was honoured with the 2020 RBC Global Citizen Award for her volunteer efforts in the community.

Lindsay holds an MBA from the DeGroote School of Business at McMaster University, and an Honours Bachelor of Science from Queen’s University.

Carmen Firmani

2019 Outstanding Volunteer Award Recipient

Derivatives Trader, British Columbia Investment Management Corporation

Carmen Firmani

2019 Outstanding Volunteer Award Recipient

Derivatives Trader, British Columbia Investment Management Corporation

Carmen is an investment professional with over 15 years of experience in the financial services industry, including advisory roles and 11 years of institutional investment management experience in trading, investment strategy and client consulting.  Carmen was recently promoted to a Derivatives Trader role on a cross-asset trading desk, her fourth progressively more senior position since joining BCI in 2008.  Carmen's breadth of experience allows her to excel and provide leadership to her team when faced with strategic business initiatives.  Her key strengths include methodical decision making, analysis and relationship building.  In her spare time, she chairs the WCM Victoria Chapter which she co-founded in 2017.  

Carmen has a Bachelor of Commerce degree with distinction and holds the Chartered Financial Analyst designation (CFA).

Leanne Herbst

2018 WCM Outstanding Volunteer Award

Director, Trading Business Management, TD Securities

Leanne Herbst

2018 WCM Outstanding Volunteer Award

Director, Trading Business Management, TD Securities

A multiple award-winning Capital Markets professional, Leanne Herbst is a Director in Trading Business Management for Global Markets at TD Securities. She leads a diverse team of senior risk professionals responsible for the first line of defense trading governance and control mandate. In addition to heading up operational risk programs, model risk and algorithmic trading governance, and business compliance programs for Volcker, Swap Dealer, and MiFID, she also acts as the Compliance, Audit, and OSFI liaison for Global Markets.

 

With over 26 years at TD Bank Group, Leanne has held a variety of roles in Retail, Project Delivery, Compliance, Anti-Money Laundering, Capital Markets Infrastructure, and Audit. An active member of TD's Indigenous Student Mentorship Program and United Way Women United Program, as well as TD Securities' North American Recruitment & Outreach Committee and Return to Bay Street Program, Leanne has dedicated her career to diversity and inclusion advocacy and leadership.

 

An eight-year Women in Capital Markets (WCM) volunteer, she is Co-Chair of the organization's Coaching Awards Committee which was expanded during her tenure to include the Emerging Leaders Program.

 

In 2016, Leanne was a recipient of the TD Vision in Action Award of Distinction, the company's highest honour recognizing the contributions of truly outstanding employees, as well as the TD Securities Pinnacle Award, the most prestigious employee recognition bestowed by the Securities group. 

Farialle Pacha

2018 WCM Outstanding Volunteer Award

Associate Investment Advisor, The Kaufman Wealth Group, Richardson GMP

Farialle Pacha

2018 WCM Outstanding Volunteer Award

Associate Investment Advisor, The Kaufman Wealth Group, Richardson GMP

Farialle is an Associate Investment Advisor at Richardson GMP for The Kaufman Wealth Group. A licensed Advisor, Farialle is also responsible for the internal operations of The Kaufman Wealth Group; effectively the Chief Operating Officer of the practice. Before joining Richardson GMP, she worked as an Account Manager for a privately-owned Canadian Investor Relations firm. Farialle holds an Honours Bachelor of Arts, with a major in History and a minor in Political Studies from Queen’s University.

 

In her free time, Farialle co-founded with two colleagues, Femina Cena, a speaker series which acts as both a networking and discussion forum for women, centered on topics relating to the modern working woman. In addition to being an active volunteer and member of Women in Capital Markets, she is also currently the Co-Chair of AIMACanada’s Events and Programming Committee. Aside from her passion to promote greater gender diversity and female-empowerment, Farialle enjoys playing squash at the Toronto Lawn and Tennis Club at a non-competitive level, and spinning at SpokeHaus.

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Transformational Leadership Award

The WCM Transformational Leadership Award recognizes senior executives, male and female, who have made a lasting contribution to gender diversity and inclusion at their firm. More details and criteria for selection can be found here.

Amanda Bassin

2023 Award Recipient

President, Persuit Group

Amanda Bassin

2023 Award Recipient

President, Persuit Group

Amanda is a Chartered Professional Accountant and the President of the Persuit Group, a boutique executive recruiting firm, headquartered in Toronto. She has over two decades of professional experience in driving the success of financial organizations, whether it be through their talent initiatives or contributing to their strategic direction.

Amanda has worked specifically in the executive search field for over 13 years and combines her education and insight to serve her client partners. Simply put, she is an expert in custom-designing strategies and driving and delivering executive tailored talent.

She has held senior positions in the professional services industry, both in-house and externally as a consultant, serving financial institutions, telecom and HR consulting firms as well as high net worth/family offices.

Moreover, Amanda is dedicated to diversity, empowerment and enjoys working as a member of the Steering Committee for Women In Capital Markets, the KNOW (KPMG Women’s Network), a Board Member for the Empire Club, a Certified Board Ready candidate (Women Get On Board/the Boardlist), as well as is a member of the 30% Club and the Black Professionals Association.

Amanda authors publications, and teaches/presents at Human Capital, CPA and Diversity conferences regularly.

Amanda holds a Bachelor of Business Administration from the Schulich School of Business, at York University, is a Certified Yoga instructor and a mother of two strong little girls.

Nikki Briggs

2023 Award Recipient

Head of W by ATB

Nikki Briggs

2023 Award Recipient

Head of W by ATB

As the leader behind W by ATB, Nikki is passionately dedicated to shaping a future where all women thrive as their most successful selves. With her unwavering commitment, Nikki spearheads the W by ATB team, orchestrating a paradigm shift in banking by revolutionizing processes, systems, and perceptions surrounding women-owned and led businesses. By focusing on access to capital, networking and industry expertise, W by ATB aims to empower women owned and led businesses.

Throughout Nikki's career at ATB, she has held senior roles on ATB’s Capital Markets team, in Corporate Credit, and as a Director of Infrastructure, Power & Structured Finance. In 2021, she assumed her current position.

Nikki believes that ATB’s success lies within looking at our internal tools and processes first. Through her leadership, she fosters a deep understanding of unconscious bias and advocates for continuous education of all team members in order to better support our women clients. She ignites meaningful change and cultivates an inclusive environment where everyone thrives and flourishes.

Originally from New Zealand, Nikki holds a BComm (hons) in Economics and a BA in Psychology from the University of Otago.

Eliza Casinather

2023 Award Recipient

Eliza Casinather

2023 Award Recipient

Eliza Casinather is an internationally recognized and award-winning leader known for her experience in strategic consulting, digital innovation, and human capital management across technology, retail banking and capital markets. She holds an established track record of influencing financial services organizations in driving revenue and business results through authentic leadership, inclusive talent management and innovative client experiences that strengthen these organizations’ commitment to inclusion and diversity.

Grounded in her interest and passion for the education and empowerment of women and other marginalized groups, Eliza has served on the Board of the Canadian Association of Urban Finance Professionals, and advised Girls E-Mentorship and Women in Aerospace Canada. She currently serves on the CARE Canada Board of Directors, advises the Canadian Paralympic Games Committee, and partners closely with Women in Capital Markets. Beyond Canada's borders, she is an active champion of young women of colour in sub-saharan Africa and minority entrepreneurs in Australia.

Eliza holds a Master of Business Administration from the Rotman School of Management (University of Toronto) and the University of Melbourne, Australia along with an Honors Bachelor of Science in Computer Science and Economics from the University of Toronto. A global citizen and avid traveler, Eliza has lived in 5 countries and visited 70 countries spanning 6 continents. When she is not traveling, she can be found speaking on leadership panels, mentoring STEM students and guest lecturing at universities across North America.

Jiena Chen

2023 Award Recipient

Director, Investment Solutions Group, Global Equity Derivatives, TD Securities

Jiena Chen

2023 Award Recipient

Director, Investment Solutions Group, Global Equity Derivatives, TD Securities

Jiena is a seasoned professional with over 20 years of experience in the financial industry, currently heading Product Distribution & Sales for Western Canada at TD Securities. Over the past 15 years, she transformed her region into one of Canada's top performers while earning respect for her deep product knowledge and client-centric approach.

Beyond her impressive professional achievements, Jiena is a dedicated advocate for gender diversity and inclusion. Serving as Co-Chair of TD Securities Women in Leadership Canada and TD Securities' WCM Ambassador from 2020 to 2023, she played a crucial role in inspiring and developing women in capital markets. Jiena actively supports mentorship programs, both informal and formal, and is deeply involved in talent identification and recruitment initiatives, fostering diversity within the finance sector.

Jiena's commitment to inclusion and diversity extends to challenging and reshaping workplace policies for greater equity, particularly in addressing barriers faced by women on or nearing maternity leave. Her efforts have positively impacted the firm's ability to attract and retain women, making her a change agent for diversity and inclusion at TD Securities.

As a culture carrier, Jiena's passionate work with Women in Leadership and talent development programs has left a lasting impact, shaping the landscape of TD Securities and the financial industry for years to come.

Janine Guenther

2023 Award Recipient

President, Dixon Mitchell Investment Counsel

Janine Guenther

2023 Award Recipient

President, Dixon Mitchell Investment Counsel

Janine Guenther brings over 30 years of experience in the financial services industry to her role as President of Dixon Mitchell Investment Counsel. Since joining the firm as Vice President, Private Client Services, she has been integral to the firm’s business and growth, including helping the firm navigate through the past year’s historical market conditions. With a Bachelor of Commerce from the University of Manitoba and the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations, Janine is a member of both CFA Institute and the CMT Association. Janine is a past President of CFA Society Vancouver and past President's Council Representative for Canada on the global Board of CFA Institute, and has previously been a member of the Curriculum Committee for the CMT Association.

Deirdre Heron

2023 Award Recipient

Chief Human Resources Officer, BMO Capital Markets

Deirdre Heron

2023 Award Recipient

Chief Human Resources Officer, BMO Capital Markets

Deirdre Heron is the Chief Human Resources Officer for BMO Capital Markets. In this position, Deirdre has accountability for the People and Culture strategy for BMO Capital Markets globally.

Deirdre's diverse background in human resources ranges across strategy, performance management, learning & development, program management, transformation change and operations effectiveness. She is a trusted partner to senior leaders, advising on their business and talent strategies, leading organizational change initiatives, driving performance management, and supporting business development through mergers and acquisitions.

Deirdre is a long time BMO employee who began her career in HR on the Trading Floor supporting the Capital Markets businesses. Deirdre has participated in many enterprise-wide initiatives, and supported leaders on a range of strategic and annual projects over her years. Prior to joining BMO, Deirdre worked at RBC for a few years on the Retail side where she grew and developed her passion for excellent customer and employee experience.

Deirdre holds an undergraduate degree from the University of Western Ontario and has completed her Certificate in Human Resources.

Stéfanie Leduc

2023 Award Recipient

Vice-President, Head of Private Debt, iA Gestion de placements

Stéfanie Leduc

2023 Award Recipient

Vice-President, Head of Private Debt, iA Gestion de placements

Stefanie cumulates 20 years of experience in private placements, risk management and strategic planning. As the leader for iAGAM’s Private Debt team, her role is to ensure her teammates have the tools, knowledge and motivation to excel at managing the private debt portfolios, generating value for our clients. She worked previously for Revenu Quebec on strategic mandates and for Développement International Desjardins, for the previous 10 years, where she was involved in the management of investment funds providing both private equity and debt to microfinance institutions around the globe. Stéfanie holds a M.Sc. in Finance from HEC Montreal, is a CFA charterholder and has recently completed the LEAD program from Stanford University Graduate School of Business.

Emma Loewen

2023 Award Recipient

Executive Director, Energy Infrastructure and Transition Group, Investment Banking, CIBC Capital Markets

Emma Loewen

2023 Award Recipient

Executive Director, Energy Infrastructure and Transition Group, Investment Banking, CIBC Capital Markets

Emma is an Executive Director in the Energy Infrastructure and Transition Group in Investment Banking at CIBC Capital Markets. Located in Calgary, she has coverage responsibility for Western Canadian based power and utility companies and has advised clients on a variety of transactions including acquisitions, divestitures and financings. In her 15 plus years of investment banking experience, Emma has worked in both Toronto and Calgary at a number of banks, with the last four at CIBC in Calgary.

Emma is a Co-Chair of the CIBC Investment Banking Campus Recruitment Committee and a member of the Women In Capital Markets Alberta Chapter Steering Committee. She is passionate about increasing diversity within investment banking and has acted as both a formal and informal mentor to a number of junior women within the industry as well as working within both CIBC recruiting and Women in Capital Markets to promote investment banking as a career choice for women.

Emma has an Honors BA from Middlebury College in Vermont and an MBA from the Ivey Business School.

Christine Pouliot

2023 Award Recipient

Partner, Deals, Montréal office, and Managing Director, Corporate Finance Quebec Leader for Private companies and Family Offices, PwC

Christine Pouliot

2023 Award Recipient

Partner, Deals, Montréal office, and Managing Director, Corporate Finance Quebec Leader for Private companies and Family Offices, PwC

Christine is a partner in the Deals practice at PwC Canada’s Montréal office and Leader for our Private and Family Office market in the Quebec Region. She sits on the Firm’s Quebec Leadership Committee.

She is also a managing director with PricewaterhouseCoopers Corporate Finance Inc., where she assists entrepreneurs and companies with capital raisings, mergers & acquisitions as well as sales and divestitures. She has more than 22 years of experience in corporate finance and has conducted numerous deal assignments involving both Canadian and international companies, with many of the latter being located in Europe and the United States. She also advises board members and executives with regard to the development and implementation of their M&A strategies.

Christine started her career with PwC in 2000 and was named Partner in 2013.

Christine received both her MBA (1997) and her BBA (1996) from Laval University. She then obtained the CFA designation in 2001. She has lectured extensively outside PwC on the subjects of company transfers and successions, most notably at various symposia held at the École d’Entrepreneurship de Beauce (EEB) and HEC Montréal. Christine is also a Board Member of l’Ecole Nationale de l’Humour and the Chamber of Commerce of Metropolitan Montreal.

Dannielle Ullrich

2023 Award Recipient

Principal, Chief Financial & Operating Officer, RPIA

Dannielle Ullrich

2023 Award Recipient

Principal, Chief Financial & Operating Officer, RPIA

Dannielle Ullrich is Principal, Chief Operating and Financial Officer at RPIA, and has been a key member of the firm since its foundation. She brings her extensive experience in finance and operations to oversee and guide the firm's growth and strategic direction.

Over the past 30 years of her career, Dannielle has held significant roles in major Canadian pension funds, mutual funds, and insurance companies. Her expertise spans a wide range of areas, including Investment and Fund Accounting, Performance Measurement, Compliance, Client Relations, and Technology. Throughout her career, Dannielle has been instrumental in managing and scaling complex financial operations, leading diverse teams, and implementing innovative investment strategies.

Beyond her financial expertise, she is an advocate for diversity, equity, and inclusivity within the corporate world. As the DEI Lead at RPIA, Dannielle has been a driving force in transforming the firm's recruitment practices and fostering an inclusive culture. Her initiatives have significantly improved opportunities for underrepresented groups, particularly women. She is a vocal advocate for mentorship and has personally played a key role in mentoring and guiding employees at various levels of the organization to help them progress in their careers.

Dannielle is a designated Chartered Professional Accountant (CPA) and a Chartered Financial Analyst® (CFA) charter holder.

Nicole Miller

2022 Award Recipient

Managing Director and Co-Head of Institutional Sales, Fixed Income, Currencies and Commodities Group (FICC), National Bank Financial Markets

Nicole Miller

2022 Award Recipient

Managing Director and Co-Head of Institutional Sales, Fixed Income, Currencies and Commodities Group (FICC), National Bank Financial Markets

Nicole is Managing Director and Co-Head of Fixed Income, Currencies and Commodities (FICC) Institutional Sales at National Bank Financial Markets (NBFM).  She is responsible for distribution through NBFM’s offices in Canada, New York, London and Hong Kong.  During her more than 15 years at the firm Nicole has held various positions in Investment Banking, Debt Capital Markets and Fixed Income Sales.  She has worked in Vancouver, Toronto and London.

Nicole is devoted to increasing inclusion and diversity in financial markets.  She represents Financial Markets on National Bank’s Inclusion and Diversity Council and is an active and proud member of the “Let’s Hear it Committee” representing women in Financial Markets.  She also volunteers as a mentor for diverse employees and student candidates.  Nicole tireless advocates for equality in the firm’s hiring practices and fights for policies to ensure retention and progression of diverse employees.

John Currie

2021 Award Recipient

Vice President & Head, Global Wholesale Operations, Asia Pacific, Scotiabank

John Currie

2021 Award Recipient

Vice President & Head, Global Wholesale Operations, Asia Pacific, Scotiabank

John is the Vice President and Head of Global Wholesale Operations, Client Onboarding and Technology for Asia Pacific Region at Scotiabank. Originally from Scotland, John is currently based in Singapore after moving from the UK over 10 years ago.

With a career focused largely within Operations, he has worked across multiple business areas from Retail & Small Business Banking, Private Banking to Corporate Banking and latterly Capital Markets and Investment Banking Operations.  John also expanded his experience with his previous firm leading Second Line Operational Risk, which gave him a rounded risk and control focused mindset and background.

He has a passion for all things DE&I.  Starting from volunteering with the UK Disabled Ski Charity ‘Disability Snowsports UK’ before serving a period of time there on the Board of Trustees.  After moving to Asia Pacific, John took over as Chair of the Pride Network with his previous British Bank where he led the Network for close to 5 years before moving to Scotiabank.  Continuing his support of the LGBT+ community John launched a Pride Network for Scotiabank APAC region and continues to lead the network today.  An active member of the Scotiabank APAC DE&I committee, John continues to support all the ERG Networks to drive forward Inclusion of all colleagues and communities.

Donna Valiquette

2021 Award Recipient

Chief Corporate Administrative Officer for Canada, Head of Culture & Employee Experience for the Americas, MUFG Bank Ltd.

Donna Valiquette

2021 Award Recipient

Chief Corporate Administrative Officer for Canada, Head of Culture & Employee Experience for the Americas, MUFG Bank Ltd.

Donna Valiquette is Chief Corporate Administrative Officer (CCAO) for Canada and Head of Culture and Employee Experience for the Americas. In her CCAO role, she oversees Human Resources (for Bank and Securities), Communications and Office Management and sits on the Executive Committee for both entities in Canada. In 2019, she also took on the role of Head of Culture, reporting to the Chief Human Resources Officer for the Americas, and this role was expanded in July of 2020 to include Employee Experience for the Americas.

Ms. Valiquette joined MUFG in 2014 from Credit Suisse where she spent six years as Head of Human Resources for Canada. Prior to Credit Suisse, she was Vice President, Human Resources at Altamira (a subsidiary of National Bank), Director, Human Resources at the Canadian Bankers Association and Manager, Human Resources at UCU Credit Union. She was the recipient of the MUFG Culture of
Excellence Award in 2015 and in 2016, Human Resources Director Canada magazine named Ms. Valiquette to its Hot List as one of Canada’s who’s who in HR.

Tamara Finch

2018 Award Recipient

Managing Director & Head of Portfolio Management Team, Private Capital Ontario Teachers’ Pension Plan

Tamara Finch

2018 Award Recipient

Managing Director & Head of Portfolio Management Team, Private Capital Ontario Teachers’ Pension Plan

View Award Video Here >>


A creative and entrepreneurial change agent with a reputation for creating high performing teams, building consensus, and driving value across a portfolio of 60 mid-market companies, Tamara Finch leads the Value Creation and Portfolio Construction and Analytics team for Ontario Teachers’ $32 billion private equity arm. Since joining Private Capital in 2002, Tamara has been a direct investor, built Teachers’ successful post-investment value creation business, and created a systematic, repeatable transformation agenda across Toronto, London and Hong Kong investment teams that consistently delivers top quartile returns. Tamara plays an active role on the Private Capital Underwriting Committee and Chairs the Portfolio Monitoring Committee.

 

Tamara is seen as a role model within Teachers’, a believer in talent being the key driver of value in all companies, and a passionate advocate of the advancement of women in the workplace and on boards. Tamara believes that diversity in teams and board rooms leads to better discussions and better decision making and is a driving force in improving the number of women on portfolio company boards.

 

Tamara began her finance career at Scotiabank in Corporate Credit where she was responsible for determining credit-worthy leveraged buy-outs in the midst of a recession. In addition to her day job in Private Capital, in 2017 Tamara took on a six month interim HR leadership role supporting the CEO while he led the search for a new Chief People Officer. She currently sits on the board of Baybridge Senior Living and Exal Group, and was on the board of Women’s College Hospital for six years. Tamara holds a BA Honours Economics from Queen's University and an MBA from the University of Toronto.  She is a CFA charterholder and holds the ICD.D designation. Outside of work Tamara enjoys community service, spending time with family and friends, and a good tennis match.

Pat Cronin

2018 Award Recipient

Group Head, BMO Capital Markets

Pat Cronin

2018 Award Recipient

Group Head, BMO Capital Markets

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View Award Video Here >>

 

Patrick Cronin is CEO and Group Head of BMO Capital Markets. He was appointed to this role in November 2016 and is responsible for BMO Financial Group’s interactions with corporate, government and institutional clients.


 Previously, Mr. Cronin was President and Chief Operating Officer of BMO Capital Markets where he had oversight of all balance sheet and risk management activity, international operations, and regulatory and compliance functions. Prior to that, he served as Head of the firm's Trading Products group, where he had responsibility for the Sales, Trading, Research and Structuring groups in Equity Products, Debt Products, Foreign Exchange, Derivative Products and Securitization.


 Mr. Cronin joined BMO Capital Markets in 1993 and progressed through a series of increasingly senior positions on the trading floor. He was appointed Co-Head of the Equity Derivatives Group in 2001 and Co-Head of Financial Products four years later.


 Mr. Cronin is a member of BMO Financial Group's Executive Committee and chair of BMO Capital Markets’ Operating and Executive Committees. He currently serves on the Board of the Loran Scholars Foundation, Canadian Derivatives Clearing Corporation, and the Canadian Depository For Securities Limited. He is also a Sector Chair of the United Way Toronto & York Region Individual Giving Cabinet.


 Mr. Cronin holds an MBA from the Ivey School of Business and a Bachelor of Arts from the University of Toronto.

Susan Rimmer

2017 Award Recipient

Managing Director and Head, Global Corporate Banking, CIBC Capital Markets

Susan Rimmer

2017 Award Recipient

Managing Director and Head, Global Corporate Banking, CIBC Capital Markets

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Susan Rimmer has taken on leadership of CIBC’s Global Corporate Banking team as Managing Director & Head, Global Corporate Banking. In this role, Susan is responsible for CIBC’s corporate banking business across Canada, U.S., Europe & Asia.


Most recently, Ms. Rimmer was Managing Director & Global Head of CIBC’s Debt Capital Markets business. Her responsibilities included investment grade, high yield and government finance fixed income origination & syndication across Canada, U.S. and the U.K. She joined CIBC following a 15 year career in global capital markets and investment banking at Bank of America Merrill Lynch in London, U.K., & Toronto, Canada.


Susan is a member of the CIBC Operating Committee and the Capital Markets Executive Committee. She was appointed to the Board of Directors for CIBC Mellon November 1, 2015. Susan serves as Co-Chair of the annual CIBC United Way Campaign. She holds an Honors BA from Queen’s University, Kingston, Ontario and an MBA from INSEAD, Fontainebleau, France.

Duane Green

2017 Award Recipient

President and CEO, Franklin Templeton Investments Canada

Duane Green

2017 Award Recipient

President and CEO, Franklin Templeton Investments Canada

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Duane Green is president and CEO of Franklin Templeton Investments Canada and of Fiduciary Trust Company of Canada. Leveraging more than 20 years of experience in the financial services industry, he oversees Franklin Templeton's Canadian business.

 

Mr. Green previously served as managing director - Canada, responsible for the firm's Canadian retail, institutional and HNW distribution business. Prior to that, he was head of Institutional, Canada. Mr. Green joined Franklin Templeton in 2004 as vice president, Strategic Alliances. Before joining the firm, he was a vice president at an international insurer.


 Mr. Green is chair of the board and director of Franklin Templeton Investments Corp., director of Fiduciary Trust Company of Canada and is chair and director of FTC Investor Services Inc. He also serves as president, CEO and director of both Templeton Growth Fund Ltd and Franklin Templeton Corporate Class Funds Ltd. He is on the Board of Directors of the Investment Funds Institute of Canada (IFIC), the Canadian Coalition for Good Governance (CCGG) and Business for the Arts (BftA). He also sits on the Pension Committee of Canada's National Ballet School and is a past board member of Canada's National Ballet School and of Crohn's and Colitis Canada.


 Mr. Green has a degree in economics from the University of Ottawa and is a fellow of the Canadian Securities Institute. He holds the FMA, CIM, and FCSI designations.

Harleen Bains

2017 Award Recipient

Managing Director and Head of Canadian Rates Trading & Sales, RBC

Harleen Bains

2017 Award Recipient

Managing Director and Head of Canadian Rates Trading & Sales, RBC

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View Award Video >>

 

Harleen has over 22 years of experience within Fixed Income and Capital Markets. Currently, she has CIO level relationships across RBCCM’s client base, positions RBC as a thought leader in Canadian OTC Derivatives Reform and her derivatives footprint is widely considered the best in the industry. Harleen is also a charter member of United Way’s Women’s United. Women United focuses its efforts on raising funds to support education and employment programs for women in the Toronto & York region. Harleen also sits on United Way’s Toronto & North York Cabinet as Co-Chair Women’s Leadership Initiatives.

 

She has had roles within part of the Global Markets Program, Interest Rate Derivatives Trading, and trading both the front-end of the USD and CAD curve. She was also in charge of building out RBC’s Institutional STRIP bonds business. During her career, RBC’s Institutional STRIPs business for Provincials and Government of Canada bonds quickly grew to rank No. 1 among its longer standing peers. Harleen was appointed a Managing Director in 2005, managing Provincial, SSA and Rates risk. Harleen transitioned from trading to sales lead in Institutional derivatives, with progressively more senior roles, including leading the Rates Sales business in the U.S., returning to Canada in 2014 to expanded Canadian responsibilities for Money Markets and Futures. In 2017, her role grew to include Canadian Rates Trading. 

 

Harleen earned her Bachelor of Commerce Degree (Finance) from The University of Calgary in 1996 and is a CFA charterholder.

Marian Lawson

2016 Award Recipient

Global Head, Financial Institutions and Transaction Banking, Scotiabank

Marian Lawson

2016 Award Recipient

Global Head, Financial Institutions and Transaction Banking, Scotiabank

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View Award Video >>

 

Marian Lawson has more than 30 years of experience in financial services, holding progressively senior positions in Corporate Banking, Audit, Investment Banking and Global Capital Markets.  Marian has spent the majority of her career in client facing roles, working with company executives across multiple industries to advance their business priorities.  

 

In her current role as Executive Vice President, Global Financial Institutions and Transaction Banking, Marian has oversight and responsibility for the business conducted with all financial institutions globally, as well as cash management, payment and trade finance solutions for the Bank’s business customers. 
Marian is a member of a number of executive committees at Scotiabank, and also sits on the Board of an internal subsidiary.  Previous Board experience includes a private energy company located in Toronto.

 

As an advocate for diversity, Marian is Co-Chair of Global Banking and Markets Diversity and Inclusion Committee.  In 2016, she was recognized by the Women’s Executive Network (WXN) as one of Canada’s “Top 100 Most Powerful Women” and also, in 2016 was awarded the Women in Capital Markets (WCM) Leadership award for her contributions to diversity in the workplace. She is also involved in a number of initiatives such as Return to Bay Street and Dress for Success, as well as Women United, under the United Way banner. 

 

Marian holds a Master of Business (Finance) degree from McMaster University and a Bachelor of Arts (Economics) degree from York University.  She also holds an ICD.D designation from the Institute of Corporate Directors.

Steve Banquier

2016 Award Winner

Managing Director, Co-Head, Prime Brokerage and Head, Automated Execution, TD Securities

Steve Banquier

2016 Award Winner

Managing Director, Co-Head, Prime Brokerage and Head, Automated Execution, TD Securities

Kirsten Kennedy

2015 Award Recipient

Managing Director, Canada Investor Sales, BMO Capital Markets

Kirsten Kennedy

2015 Award Recipient

Managing Director, Canada Investor Sales, BMO Capital Markets

Anne Marie O'Donovan

2014 Award Recipient

EVP and Chief Administration Officer, GBM, Scotiabank

Anne Marie O'Donovan

2014 Award Recipient

EVP and Chief Administration Officer, GBM, Scotiabank

Robbie Pryde

2014 Award Recipient

Executive Vice President, TD Bank Group, Vice Chair and Head of Equities, TD Securities

Robbie Pryde

2014 Award Recipient

Executive Vice President, TD Bank Group, Vice Chair and Head of Equities, TD Securities

Marine Irman

2013 Award Recipient

Vice Chair, TD Securities, Senior Vice President, TD Bank Group

Marine Irman

2013 Award Recipient

Vice Chair, TD Securities, Senior Vice President, TD Bank Group

Eric Tripp

2013 Award Recipient

President, BMO Capital Markets

Eric Tripp

2013 Award Recipient

President, BMO Capital Markets

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

Lovisa M. McCallum

2012 Award Recipient

MD, Financial Products, BMO Capital Markets

Lovisa M. McCallum

2012 Award Recipient

MD, Financial Products, BMO Capital Markets

Annie Ropar

2012 Award Recipient

Managing Director, Global Equities, RBC Capital Markets

Annie Ropar

2012 Award Recipient

Managing Director, Global Equities, RBC Capital Markets

Annie Ropar currently serves as a director on the boards of Ontario Capital Growth Corporation and Princess Margaret Cancer Foundation.  Prior to her current role with Canada Infrastructure Bank, she was the Chief Financial Officer of Aequitas NEO Exchange Inc. and had been with the company since its inception.  Previously, Annie was Managing Director, Global Equities at RBC Capital Markets where she was responsible for business management and strategy execution for the institutional sales and trading side of the business. During her career at RBC, she was also a Partner with RBC Capital Partners overseeing the bank’s private equity activities.  Prior to RBC, Annie spent 7 years at CIT Group Inc. as Senior Vice President and Group CFO of what was then their Structured Finance Division. Annie is a Canadian CA, CPA and also holds a U.S. CPA designation.   Annie started her career at Deloitte & Touche in Toronto and completed her undergraduate degree in Finance at Ryerson University.

Mark Hughes

2012 Award Recipient

Chief Operating Officer, RBC Capital Markets

Mark Hughes

2012 Award Recipient

Chief Operating Officer, RBC Capital Markets

Michelle Khalili

2011 Award Recipient

Managing Director, CIBC Wholesale Banking

Michelle Khalili

2011 Award Recipient

Managing Director, CIBC Wholesale Banking

Patti Shugart

2010 Award Recipient

Managing Director and Head, Global Corporate Banking

Patti Shugart

2010 Award Recipient

Managing Director and Head, Global Corporate Banking

Connie Sugiyama

2009 Award Recipient

Deputy Chair and Partner, Fraser Milner Casgrain LLP

Connie Sugiyama

2009 Award Recipient

Deputy Chair and Partner, Fraser Milner Casgrain LLP

Sarah Kavanagh

2008 Award Recipient

Managing Director, Scotia Capital Inc.

Sarah Kavanagh

2008 Award Recipient

Managing Director, Scotia Capital Inc.

Sheryl Kennedy

2007 Award Recipient

Senior Advisor, Promontory Financial Group, Former Deputy Governor of the Bank of Canada

Sheryl Kennedy

2007 Award Recipient

Senior Advisor, Promontory Financial Group, Former Deputy Governor of the Bank of Canada

Richard Kostoff

2007 Award Recipient

Former Deputy Chair, TD Securities

Richard Kostoff

2007 Award Recipient

Former Deputy Chair, TD Securities

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Ally Award

The inaugural Ally Award is awarded to men and/or gender-diverse professionals, who have taken bold steps to improve equity, diversity and inclusion on their teams.

Chris Abe

2023 Ally Award Recipient

Managing Director – Head of Global Credit, RBC Capital Markets

Chris Abe

2023 Ally Award Recipient

Managing Director – Head of Global Credit, RBC Capital Markets

CHRISTOPHER ABE is Head of Global Credit within the Corporate Banking and Global Credit division of RBC Capital Markets. Chris oversees a team of 300 professions located in Toronto, Calgary, New York and London. Global Credit sits in the first line and is responsible for the middle office for Corporate Banking and parts of the Trading Floor, Ratings and Monitoring, Loan Portfolio Management, Trading Documentation and System Solutions. Global Credit has first line responsibility for implementing regulatory and liquidity policies that impact RBC’s wholesale balance sheet.

Chris joined RBC in 1994 and has held various roles in Toronto, London New York and Charlotte. Chris joined Global Credit in 2005, where he held progressively senior positions including Business Manager for Corporate Banking and Head of Loan Portfolio Management, a role he held for several years prior to being appointed Head of Global Credit in 2018.

Kam Dhadwar

2023 Ally Award Recipient

Managing Director, CIBC Capital Markets

Kam Dhadwar

2023 Ally Award Recipient

Managing Director, CIBC Capital Markets

Kam Dhadwar is responsible for the Alternate Solutions Group and Retail Solutions Group within Global Markets at CIBC Capital Markets. Within this mandate, he has launched and developed businesses that have placed CIBC Capital Markets as a market leader in the foreign exchange remittance, and global cross border payments space.

Mr. Dhadwar also heads the Deposits and Business Effectiveness segment of Simplii Financial, a trademark and division of CIBC and a part of CIBC’s Direct Financial Services Group. The group is responsible for the execution and delivery of CIBC’s digital bank and deploying market-leading financial solutions for more than two million retail clients in Canada.

Mr. Dhadwar has a degree in Economics from Coventry University and a MSC degree in Business Finance from Brunel University in London U.K. Mr. Dhadwar is a member of CIBC’s Global Markets Campus Recruitment Program and a leader of the CIBC Capital Markets United Way Soccer fundraising committee.

Roman S. Dubczak

2023 Ally Award Recipient

Deputy Chair, CIBC Capital Markets

Roman S. Dubczak

2023 Ally Award Recipient

Deputy Chair, CIBC Capital Markets

Roman Dubczak is responsible for senior client relationships, client strategy and the Office of the Group Head at CIBC Capital Markets. He is a member of the CIBC Capital Markets Executive Committee and is a board member of CIBC World Markets Inc. Mr. Dubczak joined CIBC Wood Gundy in 1992 and has worked in a variety of capital markets roles, having previously led CIBC’s Global Investment Banking, Global Equities, Equity Capital Markets and Corporate Debt Origination businesses. Mr. Dubczak is also the current Chair of the Board of Directors for CIBC Mellon Global Securities Services Company and for CIBC Mellon Trust Company.

Roman is the past Chair and remains a board member of the St. Joseph’s Health Centre Foundation and has been a board member and volunteer at several community organizations in Canada and internationally. Roman is also a past Chair of the Investment Industry Association of Canada (IIAC) and is currently a member of the Dean’s Global Advisory Council at the Schulich School of Business.

Roman holds a Bachelor of Commerce degree from the University of Toronto and a Master of Business Administration from the Schulich School of Business, as well as CA, CPA, CFA and ICD.D designations.

Visionary Award

The WCM Visionary Award was first established in 2010 to recognize a senior-level male or female executive for their outstanding life achievements and contributions to the capital markets industry and WCM.

Richard Nesbitt

2014 Visionary Award Recipient

Chief Operating Officer, CIBC

Richard Nesbitt

2014 Visionary Award Recipient

Chief Operating Officer, CIBC

Heather-Anne Irwin

2010 Visionary Award Recipient

Founding President, Women in Capital Markets

Heather-Anne Irwin

2010 Visionary Award Recipient

Founding President, Women in Capital Markets

Trailblazer Award

The inaugural Trailblazer Award recognizes high-performing women professionals in finance who have demonstrated professional excellence, and are on the path to senior leadership.

Jodie deMunnik

2023 Trailblazer Award Recipient

Regional Vice President, CI Global Asset Management

Jodie deMunnik

2023 Trailblazer Award Recipient

Regional Vice President, CI Global Asset Management

Jodie is the Regional Vice President for Western Canada at CI Global Asset Management. In her role, Jodie is responsible for the ongoing management and success of the CI GAM sales team operating from British Columbia to Manitoba. Jodie is a proven and authentic professional with experience in both asset management and wealth management. Throughout her career Jodie has benefitted greatly from the mentorship of leaders in her industry and has worked similarly to advocate and support the development of the next generation. She continues to enjoy the privilege to contribute at a leading investment management firm with a commitment to wealth creation for all Canadians.

Nitasha Gupta

2023 Trailblazer Award Recipient

Director, Inclusion, CIBC

Nitasha Gupta

2023 Trailblazer Award Recipient

Director, Inclusion, CIBC

Nitasha is Director of Inclusion at CIBC. In her role, she is responsible for advancing CIBC’s global Inclusion strategy within the Commercial Banking and Wealth Management (CBWM) team. She is focused on promoting intentional inclusion within the talent, leadership, and client pillars, providing support to the business’ overall growth and performance ambitions.

Nitasha left her home country of India to pursue her post graduate education in International Business in Melbourne. She spent three years in Australia working in marketing as a publisher and then made the move to Canada, where she was hired to be part of the CIBC Contact Centres team in Toronto. From there, she held several progressively more senior roles within the bank, including campaign management, project management, capacity and people change management.

Nitasha continues to demonstrate her commitment to advancing important initiatives related to Inclusion. She is a trusted mentor to numerous colleagues, supporting their growth and development, and is an avid volunteer within her community.

Nitasha holds a Bachelor in Commercial Arts from Punjab University, India, and a Masters of Business Administration from the University of Melbourne, Australia.

Shannon Jones

2023 Trailblazer Award Recipient

Director, Investment Banking, BMO Capital Markets

Shannon Jones

2023 Trailblazer Award Recipient

Director, Investment Banking, BMO Capital Markets

Shannon Jones is a Director in Investment Banking (IB) in the Debt Capital Markets group at BMO Capital Markets (BMO). She joined BMO in 2018 having previously worked on the Buy Side with a focus on fixed income trading and portfolio management. In her current role, she is responsible for the origination, structuring, and execution of debt financing solutions for clients across investment-grade, high yield, and ABS issuers.

Shannon is an advocate for equity in the workplace and passionate about the importance of allyship. She is co-chair of BMO’s inaugural women’s affinity group, WOMEN+, sits on the annual BMO Women in FICC Conference organizational committee, is an avid mentor, and is an active volunteer with WCM’s Project Affinity, a research project aimed at advancing gender diversity in the IB industry.

Shannon is a past award recipient with WCM, most recently receiving the WCM Emerging Leaders Award in 2020.

Kripa Kapadia

2023 Trailblazer Award Recipient

Principal, Client Portfolio Management, RPIA

Kripa Kapadia

2023 Trailblazer Award Recipient

Principal, Client Portfolio Management, RPIA

Kripa has been a member of RPIA's Client Portfolio Management team since January 2015. Kripa's efforts are focused on the origination and development of new and existing client relationships for RPIA across institutional, wealth managers and family office clients.

Prior to joining RPIA, Kripa spent nine years with Scotiabank’s Prime Brokerage team, focused on Prime Brokerage Sales and Marketing in Canada. Kripa joined Scotiabank when the Canadian hedge fund industry was at its naissance and initiated their efforts to build out the Capital Introduction program developing relationships with institutions and high net worth advisors. With an international background, Kripa spent the majority of her life in Hong Kong and the UK starting her career in finance at Goldman Sachs International (London) within Private Wealth Management and later Prime Brokerage, after graduating from the London School of Economics with a degree in Accounting and Finance.

Stevie Krohn

2023 Trailblazer Award Recipient

ESG Specialist, RPIA

Stevie Krohn

2023 Trailblazer Award Recipient

ESG Specialist, RPIA

Stevie joined RPIA in January 2023 as the ESG Specialist within the investment team. In this role, she oversees the continued evolution of the investment team’s ESG integration framework, informs investment decisions, provides thought leadership, and contributes to the development of new mandates.

As ESG Innovation Team lead and member of the ESG Steering Committee, which she founded this year, Stevie oversees the firm’s sustainability practices, goals, and reporting. Stevie participated in the WCM Emerging Leaders Program in 2020, is a mentor to RPIA’s 2023 scholarship recipient, and engages actively within industry as she seeks to expand her understanding and share insights internally, particularly in driving tangible progress in gender equity.

Before joining RPIA, Stevie was focused on capital markets and ESG innovation within BMO on the Global Markets and Wealth Management Growth teams. Prior to that, she was at National Bank in Montreal and Toronto where she primarily traded Interest Rate Derivatives and was a member of the ESG Task Force, focusing on the role banks have in financing the global shift toward net zero economies.

Stevie holds a Bachelor of Science in Financial Mathematics from Wilfrid Laurier University and has obtained her CQF and SASB FSA designations.

Andrea Linger

2023 Trailblazer Award Recipient

Vice President, Practice Management and Head of the Women Canadian Advisors Network, Raymond James Ltd.

Andrea Linger

2023 Trailblazer Award Recipient

Vice President, Practice Management and Head of the Women Canadian Advisors Network, Raymond James Ltd.

Andrea Linger began her career in the financial services industry in 2010 and joined Raymond James in 2011. During her time at Raymond James, she has grown her career, taking on progressively senior roles and increased responsibilities first within an Advisory team and then in the Practice Management department.

As Vice President of Practice Management, Andrea is responsible for managing, facilitating and designing programs to improve the profitability and growth of our Financial/Investment Advisors across Canada. She spearheads various Practice Management programs and facilitates new Advisor training and succession planning programs.

As Head of the Women Canadian Advisors Network for Raymond James Ltd., Andrea is committed to advancing the success of our women advisors through professional and personal coaching initiatives, training, workshops and networking opportunities.

In September 2021, Andrea was a story contributor to the Amazon Best Selling Women of Inspiration - Women Driving Change book that features inspiring women from diverse industries. Those women are everyday heroes, role models, entrepreneurs, visionaries and thought leaders who inspire others to forge ahead, take the road less travelled and dream big!

Andrea was honoured by the Universal Women’s Network and received the prestigious 2021 Women of Inspiration Authentic Leader Award, presented to a woman who demonstrates exemplary leadership and has made significant contributions to her industry.

In October 2023, Andrea became a Certified Corporate Coach (CCC®) to further support the growth and development of the Financial/Investment Advisors she works with.

Andrea is also the producer of the national financial literacy talk show The Wealthy Life. The show helps Canadians live their version of a wealthy life through informative episodes featuring guest experts on a variety of topics.

Rachel Manno

2023 Trailblazer Award Recipient

Lawyer, Wildeboer Dellelce LLP

Rachel Manno

2023 Trailblazer Award Recipient

Lawyer, Wildeboer Dellelce LLP

Rachel is a corporate lawyer, specializing in debt. She practised as a secured lending lawyer at a large, national law firm before joining the law group of RBC Capital Markets, supporting the derivatives product groups. She left RBC for a fintech, which loaned money to small businesses, as their general counsel and VP Operations (risk, credit adjudication, loan admin) and ultimately became their Chief Operations Officer. After the company’s first public offering, Rachel returned to private practice at the boutique corporate firm, Wildeboer Dellelce LLP. She has represented lenders and borrowers on cash flow and asset-based loans, acquisition and leveraged finance deals, securitizations and public-private infrastructure projects. Rachel prides herself on offering the kind of pragmatic advice she relied on at the bank and as a business operator. She is a co-chair of the Ontario WCM Steering Committee and a long time member, mentor and mentee.

Tarah Masniuk

2023 Trailblazer Award Recipient

Executive Director, Sustainable Finance, CIBC Capital Markets

Tarah Masniuk

2023 Trailblazer Award Recipient

Executive Director, Sustainable Finance, CIBC Capital Markets

Tarah is an Executive Director within CIBC’s Sustainable Finance team and is responsible for driving ideas and earning mandates with clients on integrating their sustainability strategies with their capital structures, deepening client relationships with thought leadership and a deep transaction track record. She brings many years of industry insight to the fore for clients through her capital markets experience, the majority of which have been at CIBC, through her work within the corporate bank as a trusted advisory on key energy clients, loan syndications and more recently building out the value the Sustainable Finance team provides across industries and geography. Finally, she is an active community member through her contributions serving as a WCM Alberta Steering Committee member, mentor to students and professionals, regular volunteer efforts with Evenstart, lifelong learner with investing as a Limited Partner with “the51” a female focused venture firm, and mom to two tenacious young daughters.

Photo credit: Cedna Portrait Stories.

Alexandra Schroder

2023 Trailblazer Award Recipient

Director, FX & Derivatives Product Group, Scotiabank

Alexandra Schroder

2023 Trailblazer Award Recipient

Director, FX & Derivatives Product Group, Scotiabank

Alexandra is a Director, Commercial Foreign Exchange Sales & Derivatives Product Group, at Scotiabank Global Banking and Markets. In this role, she is responsible for advising clients on hedging strategies to mitigate their foreign exchange exposure, focused on serving clients in the GTA and Atlantic Canada. Alexandra joined Scotiabank in 2014, starting her career in the Capital Markets Banking group, providing credit execution to hedge funds and asset managers across North America. Since then she has held progressively senior roles in the Foreign Exchange & Derivates Product group.

Alexandra serves as a Co-Chair for the Women In Capital Markets High School Liaison Committee and is also involved with a number of other educational and charitable organizations. Alexandra is Charted Financial Analyst (CFA) and holds a HBA from the Richard Ivey School of Business at Western University.

Hannah Smerek

2023 Trailblazer Award Recipient

Director, Commodities, National Bank of Canada

Hannah Smerek

2023 Trailblazer Award Recipient

Director, Commodities, National Bank of Canada

Hannah Smerek is a Director in National Bank’s Commodity Derivatives group where she has extensive experience covering a wide array of corporate energy clients. Through her position, Hannah works directly with C-Suite executives and trading teams to develop and execute on strategic solutions for managing their commodity price risks. Additionally, Hannah spearheads National Bank’s environmental commodities origination activities where she specializes in key carbon markets impacting North American clients. Hannah has been with National Bank since 2014 and has held various roles within Capital Markets. Hannah has a Bachelor of Engineering in Materials Science with First Class Honours from Imperial College London, UK where she graduated at the top of her class and was awarded the IOM3 Prize in Materials from the UK Institute of Materials, Minerals and Mining for her strong academic performance. Hannah is passionate about the advancement of women in STEM fields and has been actively involved with Women in Capital Markets as a member of the Calgary Steering Committee since 2017 and Co-Chair of the Alberta Chapter since 2019. Hannah was a recipient of Women in Capital Market’s Emerging Leaders Award in 2020 and its Outstanding Volunteer Award in 2021 for her leadership of WCM’s Alberta programming.

Alexandra Velosa

2023 Trailblazer Award Recipient

Director, Fixed Income & Money Markets - Québec, CIBC Capital Markets

Alexandra Velosa

2023 Trailblazer Award Recipient

Director, Fixed Income & Money Markets - Québec, CIBC Capital Markets

Alexandra Velosa is Director, Financial Solutions Group at CIBC. In her role, she cultivates relationships with Institutional Clients. This includes Pension Funds, Insurance Companies, Treasuries, and other Asset Managers. She is well-recognized within the industry for the quality of her coverage, her Fixed Income expertise, as well as her dedication to philanthropy.

Prior to this role, Alexandra managed relationships with Institutional Clients and Government-Related Entities on the Money Market Desk at Laurentian Bank Securities. Prior to her career in Capital Markets, she worked several years at National Bank in Personal & Business Banking. She has over 10 years of experience in the Banking Industry.

In 2023, Alexandra was nominated Co-Chair of the Quebec Steering Committee. She mentors and coaches several individuals in Capital Markets both within CIBC and outside the firm. Alexandra was also an ambassador for A Votre Sante, a Fund-Raising Committee affiliated to the Foundation of Maisonneuve-Rosemont Hospital, one of the largest hospitals in Montreal. She leads by example, instills ownership and values giving back. She takes action and demonstrates accountability.

Alexandra holds a Bachelor of Business Administration (B.B.A.) with a Specialization in Finance, as well as the Chartered Financial Analyst® designation.

Meadow Wu

2023 Trailblazer Award Recipient

Director, Corporate Banking – Infrastructure & Project Finance, Scotiabank

Meadow Wu

2023 Trailblazer Award Recipient

Director, Corporate Banking – Infrastructure & Project Finance, Scotiabank

Meadow Wu is currently a Director with Scotiabank’s Corporate Banking team, responsible for originating, structuring and executing corporate debt and project finance transactions in the Infrastructure space. Meadow has over 10 years of corporate banking experience across North America, having covered Technology and Diversified sectors in the U.S. before transitioning to the Infrastructure & Project Finance team in 2018.

Meadow is a strong advocate for the DEI initiatives in the finance industry and has engaged in a myriad of DEI-focused volunteering activities including her past role on Women in Capital Markets’ Event & Professional Development Committee, as well as her current role as a long-standing 100 Women in Finance - Early Career Committee member.

Meadow holds a BA(Hon) degree from the University of Nottingham and a Master in Financial Risk Management degree from Simon Fraser University. She was a recipient of the Women in Capital Markets’ Emerging Leader Award in 2020.

Liqiao Zhang

2023 Trailblazer Award Recipient

Portfolio Manager, CPP Investments

Liqiao Zhang

2023 Trailblazer Award Recipient

Portfolio Manager, CPP Investments

Liqiao is an accomplished Portfolio Manager at CPP Investments, specializing in managing multi-asset volatility risk premia portfolios. She is recognized for her strategic research that expands the company's investment capabilities and her innovative approach that enhances investment performance. She began her career at Scotiabank in 2012 as a Quantitative Risk Manager where she played a pivotal role in supporting regulatory initiatives related to Counterparty Credit Risk. She was later promoted to XVA Trader where she managed a highly complex derivative trading book.

Beyond her professional achievements, she is a dedicated mentor and a champion of diversity and inclusion. She spearheads various initiatives aimed at fostering the growth of junior employees and promoting gender equality within the fund. Her volunteer endeavors also reach beyond CPP Investments where she has made meaningful impact at Women in Capital Markets (WCM) and 100 Women in Finance (100WF).

She holds a Master of Financial Economics degree from University of Toronto, and a Bachelor in Finance degree from Tsinghua University.

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