WCM Board-Ready Directory

Our directory of Canadian board-ready women serves as a resource for board chairs, senior leaders and recruiters to identify and locate women who are eminently qualified to sit on public, crown, private, and not-for-profit Boards of Directors. The purpose of this initiative is to provide board recruiters with a pool of qualified female candidates, to encourage greater gender diversity on corporate boards in Canada. The latest CSA Staff Review of Women on Boards and in executive officer positions found that only 14% of major Canadian Board members are women, despite regulations established more than a year ago. 


To nominate a candidate or submit your own application, please see the application package and criteria below. Please support this mission by spreading the word about this Directory to boards and female candidates, and by nominating qualified candidates. Nominations and submissions are accepted by the WCM office year-round, but reviewed every six months by the committee. 

Deadlines for submissions are June 30 and December 30 of each year, with the new inductees announced by early September and March.

CANDIDATE CRITERIA
WCM board-ready nominees must meet the following criteria:

  • An undergraduate degree, which in most cases is complemented by a professional designation or graduate degree;
  • Recognized for a high level of competence in several of the skills listed in the WCM Board-Ready Skills Matrix;
  • Two credible nominations, one from a seasoned board member and the other from an industry executive (maximum of 500 words each, and answer in what capacity they know you and what you would bring to board).

In addition, at least two of the following four criteria must be met:

  • A minimum of 15 years of experience in or related to the financial services industry;
  • A minimum of five years of experience in C-suite or senior leadership roles;
  • Formal governance certification or designation from a recognized accrediting institution;
  • Prior experience serving on a board (corporate, crown, private or not-for-profit).

APPLICATION PROCESS
To submit your application or nominate a candidate for consideration, please complete the WCM Board-Ready Directory Application Form. The application also requires two letters of nomination, the candidate's resume, a professional headshot and professional bio. 

Our directory of Canadian board-ready women serves as a resource for board chairs, senior leaders and recruiters to identify and locate women who are eminently qualified to sit on public, crown, private, and not-for-profit Boards of Directors. The purpose of this initiative is to provide board recruiters with a pool of qualified female candidates, to encourage greater gender diversity on corporate boards in Canada. The latest CSA Staff Review of Women on Boards and in executive officer positions found that only 14% of major Canadian Board members are women, despite regulations established more than a year ago. 


To nominate a candidate or submit your own application, please see the application package and criteria below. Please support this mission by spreading the word about this Directory to boards and female candidates, and by nominating qualified candidates. Nominations and submissions are accepted by the WCM office year-round, but reviewed every six months by the committee. 


Deadlines for submissions are June 30 and December 30 of each year, with the new inductees announced by early September and March.


CANDIDATE CRITERIA
WCM board-ready nominees must meet the following criteria:


  • An undergraduate degree, which in most cases is complemented by a professional designation or graduate degree;
  • Recognized for a high level of competence in several of the skills listed in the WCM Board-Ready Skills Matrix;
  • Two credible nominations, one from a seasoned board member and the other from an industry executive (maximum of 500 words each, and answer in what capacity they know you and what you would bring to board).

In addition, at least two of the following four criteria must be met:


  • A minimum of 15 years of experience in or related to the financial services industry;
  • A minimum of five years of experience in C-suite or senior leadership roles;
  • Formal governance certification or designation from a recognized accrediting institution;
  • Prior experience serving on a board (corporate, crown, private or not-for-profit).

APPLICATION PROCESS
To submit your application or nominate a candidate for consideration, please complete the WCM Board-Ready Directory Application Form. The application also requires two letters of nomination, the candidate's resume, a professional headshot and professional bio. 

Anita Anand

Corporate Director and Professor of Law

University of Toronto

Anita Anand

Corporate Director and Professor of Law

University of Toronto

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Anita Anand is J.R. Kimber Chair in Investor Protection and Corporate Governance at the Faculty of Law, University of Toronto. Currently she also serves as a member of the Board of Trustees for the Canadian Business Law Journal and on the Board of Governors for Massey College. She has previously held Board positions at Oakville Hydro Electricity Distribution Inc., Oakville Hospital Foundation and St. Mildred’s Lightbourn School, and has been widely retained to advise private litigants, provincial and federal governments, task forces and industry organizations in corporate and securities law matters.


She is a recognized thought leader in corporate governance and securities regulation across North America. She has extensive capital markets knowledge with expertise in public company governance, mergers and acquisitions and the regulation of systemic risk.  She is an award-winning and prolific scholar who has held positions at Yale University, Queen’s University, the University of Western Ontario and the University of Toronto law schools.

Anita is an alumna of the University of Oxford where she earned her Bachelor of Arts (Juris) in Law. She continued her legal studies at the University of Dalhousie where she receive her LL.B., and at the University of Toronto for her LL.M. 

Harleen Bains

Managing Director and Head of Canadian Rates Trading & Sales

RBC

Harleen Bains

Managing Director and Head of Canadian Rates Trading & Sales

RBC

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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.

Jenifer Bartman

Founder & Principal

Jenifer Bartman Business Advisory Services

Jenifer Bartman

Founder & Principal

Jenifer Bartman Business Advisory Services

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Jenifer Bartman is an experienced senior executive, founder, and published author. She has over 11 years of Chief Financial Officer (CFO) experience, including nine years in the broad-based role of Vice President & CFO of a venture capital fund manager. She is Chair of the Content Committee of the Canadian Venture Capital Association, responsible for the overall direction of communications and marketing efforts, for effective promotion of Canada’s private capital asset class, both domestically and internationally, as well as on the Board of Directors and Marketing Chair of CMC-Global Institute.


Jenifer has worked as a management consultant, providing consulting and business advisory services to organizations across a wide range of industries. Key areas of assistance included strategic planning, feasibility and market research, financial analysis, human resources, and organizational review. 


She has developed and delivered accredited courses in various areas, including succession planning, business valuation, advising family business, accounting for business growth and transition, finance basics for non-financial managers, business planning, operational foundations for business, and technology commercialization management. Several her courses are sold nationally.

As a published author, Jenifer is currently working on a book project for release later this year, has co-authored Master Your Investment in the Family Business: How to Increase After-Tax Wealth, and is an expert contributor to It’s Your Money, Honey: A Girl’s Guide to Saving, Investing, and Building Wealth for Every Age and Life Stage (Wiley Publishing). Her work has appeared in a number of publications, including Private Capital (Canadian Venture Capital Association), Club Manager Quarterly, Canadian Capital (Rogers Media), CareerVision (CPA Canada), TELUS Talks Business, Divestopedia, Yahoo!Finance, and Golden Girl Finance. Jenifer appears on the CBC News Network Weekend Business Panel and was featured as an expert advisor in The Challenge, published by The Globe and Mail Report on Business. 


Jenifer holds the designations of Chartered Professional Accountant (CPA, CA) and Certified Management Consultant (CMC). Jenifer is a graduate of the University of Manitoba, Faculty of Management (Bachelor of Commerce - Honours) degree, majoring in marketing and human resources).

Maryse Bertrand

Corporate Director

Maryse Bertrand

Corporate Director

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Maryse Bertrand brings three decades of senior leadership experience advising Boards and senior executives on governance, risk and cross-border or complex transactions in diverse industries. Maryse is a member of the Board of Directors of National Bank of Canada and Metro Inc. In 2015, she co-founded the Maryse and William Brock Chair in Applied Research into Stem Cell Transplantation at the Université de Montréal. Maryse is also a member of the Board of Governors of McGill University.


Previously, she chaired the Board of Directors of Radio-Canada’s specialty channel, as well as the CBC’s National Crisis Committee.
Maryse is strategic advisor and counsel in the Securities and Capital Markets Group in the Montreal Office of Borden Ladner Gervais LLP.  
She was awarded the distinction of Advocatus Emeritus by the Quebec Bar in recognition of exceptional contributions to the practice of law in 2007, and was recognized as one the 100 Most Creative Lawyers in Canada in 2006, one of the 50 Most Influential Women in Canada by the National Post in 2004, one of Canada’s Top 25 Women Lawyers in 2004, and one of Canada’s Top 30 Corporate Dealmakers by Lexpert® in 2002.


She holds a Bachelor of Civil Law from McGill University as well as a Master’s of Science (MS) in Risk Management from the Leonard N. Stern School of Business at New York University. 


Ellen Bessner

Partner

Babin Bessner Spry LLP

Ellen Bessner

Partner

Babin Bessner Spry LLP

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Ellen Bessner is an experienced lawyer, known for her determination and thoughtful, common sense advice. After 25 years of practice on Bay Street at prominent Canadian law firms, Cassels Brock & Blackwell LLP and Gowling WLG, Ellen joined Babin Bessner Spry LLP in 2014, where she is a leader in commercial and securities litigation, employment litigation, insurance defence, directors’ and officers’ liability, professional negligence, class actions, and regulatory matters. In 2016, Ellen was appointed to the OSC’s Seniors Expert Advisory Committee. She sits on the board of Knowledge First Financial Inc. and is a panel member for the Chartered Professional Accountants of Ontario’s regulatory arbitrations. 


She is regularly retained to advise boards of directors and senior officers on compliance issues. Ellen has acted as counsel before every level of the Ontario courts and in many arbitrations and regulatory proceedings, including before the Financial Services Commission of Ontario (FSCO), the Investment Industry Regulatory Organization of Canada (IIROC), the Mutual Fund Dealers Association of Canada (MFDA), and the Ontario Securities Commission (OSC).

Ellen is the author of Advisor at Risk, a Roadmap to Protecting Your Business. This bestselling book is a leading risk management tool for professionals in the financial services industry. Ellen has also written extensively on the subject of risk for national, business and industry publications. A gifted public speaker, and Ellen frequently delivers her popular and effective training programs across Canada to a range of professionals, including C-suite teams, boards of directors, management teams, and regulated professionals.

She is a graduate of Osgoode Hall Law School, LL.B., and received a BComm from McGill University (with Great Distinction). 

Diana Bristow

Vice President

Bellwether Investment Management Inc.

Diana Bristow

Vice President

Bellwether Investment Management Inc.

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Diana Bristow has more than 35 years of experience in investments, pensions, corporate finance, and insurance at world-class financial institutions. In 2008 Diana founded The Bristow Community Foundation in support of her Icelandic heritage and a heritage Pavilion in Gimli, Manitoba. She has held numerous not for profit Director positions, including being a member of the executive committee of the Mississauga Symphony, Junior Achievement, Women’s Inventor Program. She has sat on and advised pension and not for profit investment committees. Diana has been a Director of private companies for over 20 years and has previous public board experience. 


Diana began her career as an Investment Advisor at Richardson Securities. She went on to become a top performer where she received accolades annually at BMO Nesbitt Burns. Diana was there 16 years where she was a Vice President and Group Plans Specialist.  Prior to partnering with Bellwether Investment Management, Diana created and managed her own Investment firm, Bristow Financial Group, an Agency of Raymond James. 

Diana is a Certified Investment Manager and Certified Financial Planner who holds the prestigious F.C.S.I designation, in addition to a Management Certificate in Finance from Cornell University.  She has also completed the Canadian Securities Institute’s Partners, Directors and Officers and Branch Managers qualifications.  

Samantha Cheung

Independent Advisor and Board Director

Intact Financial Corporation

Samantha Cheung

Independent Advisor and Board Director

Intact Financial Corporation

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Samantha has a breadth of experience in Investor Relations and across Capital Markets. She was Head of Investor Relations for both Intact and Genworth Canada. She has almost 20 years of diverse work experience combined with 10+ years of board experience for several not-for-profit organizations - Women in Capital Markets and CIRI. She is currently serving as the Chair of Board for the Oakville Symphony Youth Orchestra.

Prior to these positions, she held progressively senior roles at CIBC World Markets in the areas of Debt Origination, Derivatives and Investment Banking. 


She originally trained as a chemical engineer at Queen's University and holds an MBA from the Rotman School of Management. She is also a Diversity 50 2017 Recipient (Canadian Board Diversity Council) and is currently undertaking her ICD.D certification at the Rotman School of Management.

Sherry Cooper

Chief Economist

Dominion Lending Centres

Sherry Cooper

Chief Economist

Dominion Lending Centres

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Dr. Sherry Cooper is Chief Economist of Dominion Lending Centres, Canada’s leading mortgage and leasing company with more than 2,200 members offering free expert advice across the country. She has extensive board experience, including serving as the Chair of Sunnybrook Hospital Foundation


Named “the megawatt celebrity economist” by The Globe and Mail and repeatedly cited as one of the most influential women in Canada, Sherry served as Chief Economist and Executive Vice-President of BMO Financial Group where she was responsible for global economic and financial forecasting as well as country-risk and industry-risk analysis. She joined BMO in 1994 when it acquired Burns Fry where Sherry was Chief Economist, Co-Head of Fixed Income and the first female director of a Bay Street investment firm. She began her career at the Federal Reserve Board in Washington, D.C. where she worked very closely with then-Chairman, Paul Volcker and subsequently joined the Federal National Mortgage Association (Fannie Mae) as Director of Financial Economics. An award-winning authority on finance and economics, Sherry is also TMX Industry Professor at DeGroote School of Business, McMaster University. Well-known as a media commentator, Sherry’s third book, The New Retirement: How It Will Change Our Future, was a block-buster best-seller. 


Dr. Cooper has an M.A. and Ph.D. in Economics from the University of Pittsburgh and the ICD.D designation from the Institute of Corporate Directors.

Tanya Covassin

Non-Executive Director

Tanya Covassin

Non-Executive Director

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Tanya Covassin is an experienced investment professional known for her international experience and capital markets acumen.  She has extensive board experience having served as a director of over a dozen various private and public companies.  She has been a member of Audit, Risk, Health & Safety, Conduct Review, Credit Review, and, Remuneration & Compensation Committees, in the United Kingdom, Canada, the USA, the Netherlands, Spain, Luxembourg and Chile.  The companies that she has represented include those in the industrial, transportation, power & utility, and financial sectors.  She currently serves as a member of the OSFI regulated Community Trust Corporation Board.  


In addition to her global Board work, Tanya has a strong background in both investment banking and private equity.  She has originated, structured, executed and managed large-scale private and public investments and financings.  Tanya has played key roles in investment strategy, succession planning, strategic business plans and government regulation.


Tanya has studied in New York, Oxford and Hong Kong and earned her Honours B.E.S. from the University of Waterloo and her MBA, specialization in finance, from the University of Toronto.  She also has an ICD.D designation from the Institute of Corporate Directors.

Joanne De Laurentiis

Corporate Director

Joanne De Laurentiis

Corporate Director

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Joanne De Laurentiis has more than 30 years’ experience in running financial services trade associations and payment organizations including the Investment Funds Institute and Interac, creating fit-for-purpose governance and management structures; developing and maintaining strong regulatory and government advocacy relationships; and leading marketing, research and strategic planning initiatives.  


She currently serves on the Boards of Dealnet Capital, the Toronto Transit Commission, Peak Financial, the National NewsMedia Council, and the Canadian Foundation for Economic Education; she is also a member of the Independent Review Committee for PIMCO Canada. Previous board service includes Cumis Insurance, Ethical Funds, Concentra Financial, Ontario Lottery & and Gaming Corporation, the Southdown Institute, and The Toronto Board of Trade.  Joanne holds an M.A. and a B.A.in Political Science from the University of Western Ontario.

Mary Anne De Monte-Whelan

Corporate Director

Mary Anne De Monte-Whelan

Corporate Director

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Mary Anne De Monte-Whelan is an experienced corporate finance professional. Her background includes investment banking, equity analysis and corporate banking. She is a past member of the Board of Directors of Youthlink, which also included being Chair of the Finance Committee and a member of the Audit committee; of the Enterprise Ireland Wireless Advisory Board; and Chair and Founder of St. Joe’s Plate, an annual fundraising event which raises money for mental health at St. Joseph’s Hospital. In 2011, Mary Anne ran as a candidate for election for the Ontario Progressive Conservative Party of Ontario.


She currently heads a consulting firm, The Delan Group, that specializes in strategic positioning, equity and investment analysis with a focus in the communication sector. Previously, Mary Anne was an Adjunct Professor in Finance at the Rotman School of Management, University of Toronto, and she has also developed and delivered programs in Finance to international executives with the Executive Education programs at the Schulich School of Business, York University. She has been a speaker/lecturer on international finance and investments to diverse audiences both national and international.


Mary Anne holds a BSc from the University of Toronto, and a M.B.A. from the University of Windsor.

Anca Drexler

Managing Director, Risk Management

OMERS Capital Markets

Anca Drexler

Managing Director, Risk Management

OMERS Capital Markets

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Anca is a seasoned executive with over 19 years of experience in the financial industry and Canadian institutional investor side. Anca’s expertise runs across a number of areas including:  Pension and Liability Driven Investing, Investment Risk Management, ALM and asset allocation analysis, ERM, Alternative Investments, Performance analytics and Governance.


Anca’s board related experience includes being an advisor to the Asset-Liability Management Committee at the Healthcare of Ontario Pension Plan (HOOPP). She is also a member of the Investment Committee for the Children’s Aid Foundation.

Prior to her current role as Managing Director, Risk Management at OMERS Capital Markets, Anca was the Chief Risk Officer at OPTrust, one of Canada’s largest public sector defined benefits plans. She has also spent time as an executive in residence at the Global Risk Institute in Financial Services. (GRI).  Anca began her career as a financial engineer at Algorithmics Inc.

She is an alumna of the Harvard Business School, and has a MMath from the University of Waterloo and a B.Sc. from the University of Toronto. Anca is a CFA charter holder. 

Charyl Galpin

Executive Vice President and Managing Director, Chief Regulatory Officer, Wealth Management

BMO Financial Group

Charyl Galpin

Executive Vice President and Managing Director, Chief Regulatory Officer, Wealth Management

BMO Financial Group

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Charyl Galpin is a seasoned financial services executive recognized for strong strategic leadership and operational capabilities, and for ability to influence and execute large-scale change, inspire followership, excel under pressure, and for an outstanding commitment to advancing women in and outside of the workplace. She is the past Chair and Director of the Lakeridge Health Foundation and past Trustee of the Lakeridge Health Corporation. She has served as a Governor for Trinity College School and was recently appointed a Trustee. She is also a Director of the Children`s Aid Foundation and the Trinity College School Foundation and serves as the Chair of the Investment Industry Association of Canada (IIAC) and is a member of the Ontario Chapter Executive – Institute of Corporate Directors.


Charyl joined the Bank of Montreal in 1979, spending several years with the Retail and corporate and Government Banking groups.  She has held many executive roles including SVP and Managing Director, Head of National Operations, Private Client Group, Chief Operating Officer, Nesbitt Burns, Private Client Division and Head, Private Client Division. Currently, she serves as a Director of BMO Nesbitt Burns Inc., BMO Nesbitt Burns Holding Corporation, BMO Life Insurance Company, BMO Life Assurance and BMO Estate Insurance Advisory Services Inc. 


Charyl was named one of Canada’s Top 100 Most Powerful Women of 2014 by the Women`s Executive Network (WXN), a Champion of Change by Women in Capital Markets in 2016, and one of Diversity 50 2016 Board Candidates by the Canadian Board Diversity Council. Most recently she was awarded the Carole Tanenbaum Women of Action Business Award by the Israel Cancer Research Fund. She is also the Executive Sponsor of W.I.S.E. Canada, an employee resource group advocating for the support and advancement of women at BMO Financial Group. Charyl is a Fellow of the Institute of Canadian Bankers and has received the ICD.D certification from the Institute of Corporate Directors. A graduate of the Advanced Management Program at the Harvard Business School.  


Janine Guenther

Investment Advisor and Portfolio Manager

Janine Guenther

Investment Advisor and Portfolio Manager

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Janine has over 27 years of experience in the financial services industry. She started her career as a commercial lender and after five years moved into the investment field working at a major Canadian insurer. She has worked with a major Canadian investment firm as an equity analyst and portfolio manager, where she then went on to run a family office for a well-known Canadian family. Subsequently, she held significant leadership roles in wealth management for two major Canadian banks.


Janine has served a critical member of the CFA Institute, including roles as President of CFA Vancouver, past President's Council Representative (PCR) for Canada on the global Board of CFA Institute, Exam Grading, Standard Setting, the Nominating Committee.


She holds a Bachelor of Commerce, specializing in Finance and Marketing from the University of Manitoba along with the Chartered Financial Analyst (CFA), and Chartered Market Technician (CMT) designations.  She is a Certified Financial Analyst (CFA) and Certified Market Technician (CMT).

Lynn Haight

Corporate Director

Lynn Haight

Corporate Director

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Lynn Haight is an accomplished Senior Executive and prolific Board Member with more than 30 years of success in the financial services, insurance, and banking industries. Lynn currently serves as Chair of the Independent Audit and Oversight Board of the UN High Commission for Refugees, is a member of the Canadian Public Sector Pension Investment Board and the Investment Committee of Trent University. She also serves as the Audit Committee Chair of Green Shield Canada. Previous and most recent Board memberships include Chair of Board, Consortium of International Agricultural Research Centers; Chair of Board, World Agroforestry Centre; Chair, Foresters Holdings Europe and Trustee and Chair, Audit Committee, Ontario Arts Council, Canada, Chair of Sectoral Advisory Group for the Canadian Minister of International Trade. 


Leveraging extensive experience implementing financial strategy and gaining the support of governments on the global scene, her broad areas of expertise include operations management, strategic planning, implementation of strategy, consulting, international experience, audit committee, corporate governance, risk management, insurance, M&A, finance, policy, business transformation, and cultural nonprofit Boards. Throughout her executive career, Lynn has held leadership positions with Foresters (COO and CFO), Manulife Financial Chief Accountant (VP US Fixed Annuities), Bank of Nova Scotia (Vice President, Office of the President), and Price Waterhouse (Senor Manager, Consulting and Receivership).

Lynn holds an M.A. Honours from Oxford University, UK; FCPA, FCA degrees from the Institute of Chartered Accountants in England and the Canadian Institute of Chartered Accountants, and an ICD.D from the Canadian Institute of Corporate Directors. 

Catherine Heath

Vice President, Portfolio Manager

Leith Wheeler Investment Counsel

Catherine Heath

Vice President, Portfolio Manager

Leith Wheeler Investment Counsel

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Catherine Heath is a Portfolio Manager and Fixed Income Analyst at Leith Wheeler Investment Counsel in Vancouver.  Catherine is formerly a director on the Capilano University Foundation and Investment Committee. Catherine is a co-founder of the Vancouver chapter of Women in Capital Markets, is a member of the Portfolio Review Committee for the Beedie Endowment Asset Management program at Simon Fraser University, and sits on the SFU Business Dean's Advisory Board.


Catherine joined Leith Wheeler in April of 2000. As part of the Fixed Income team, she is responsible for the strategy, trading, and analysis of fixed income portfolios for both pension and private clients. She is also a portfolio manager for institutional clients.


Catherine graduated from Simon Fraser University with a joint Bachelor’s Degree in Finance and Economics. She holds the Chartered Financial Analyst (CFA) designation and is member and past president of CFA Society Vancouver (2007). 

Sheryl Holmes

Managing Director

CIBC Capital Markets

Sheryl Holmes

Managing Director

CIBC Capital Markets

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Sheryl is Managing Director and Head, Financial Institutions and Public Sector, Corporate Banking, with over 25 years of capital markets experience. Sheryl has been on the Board of Women in Capital Markets (WCM) since 2012, currently serving as Board Chair and Chair of the HR Committee. Sheryl has served in other WCM board officer roles including Vice Chair, Treasurer and Chair of the Finance and Audit Committee, and Corporate Secretary and Chair of the Governance Committee. Sheryl is also a member of CIBC's Global Leadership Team and the Corporate Banking Underwriting Committee. Having completed a three-year mandate on the Capital Markets MD Selection Committee, Sheryl was recently appointed as Executive Advisor to the Capital Markets Inclusion & Diversity Action Committee. 


Sheryl joined CIBC in 2009 as Managing Director and Head of a new group to manage the trading credit relationships of global Fixed Income. She established teams in Toronto, New York, London and Hong Kong. In her current role, Sheryl leads client coverage, loan origination, structuring and deal execution activities for CIBC’s government and institutional clients including pension funds, asset managers, insurers and finance companies. The team collaborates with CIBC’s Loan Syndication, Investment Banking and Global Markets partners to provide lending and financing strategies to our Capital Markets clients. Prior to CIBC, she worked at Citi Canada in corporate banking with responsibility for many top multinationals.

Sheryl holds an MBA from Ivey School of Business and is currently earning her ICD.D designation.

Ani Hotoyan-Joly

Chief Financial Officer and Corporate Secretary

Coventree Inc.

Ani Hotoyan-Joly

Chief Financial Officer and Corporate Secretary

Coventree Inc.

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Ani Hotoyan-Joly is a Chartered Professional Accountant and a Chartered Accountant with 31 years of business experience. Currently, Ani is the Chief Financial Officer and Corporate Secretary of Coventree Inc. Prior positions include Vice President & Chief Financial Officer of Swiss Reinsurance Company Canada and Vice President, Finance of Zurich Canada. 


Ani was the Chair of the Board of Trustees of A.R.S. Armenian Private School from 2012 to 2015 and is currently the Chair of the School’s Development Foundation. From 2012 to 2015, Ani was also a member of the Board of Directors of International Women’s Forum Canada and served as its Treasurer.  

In September 2016, she was elected as a member of the Board of Directors of Armenian Relief Society “Roubina” Chapter (Toronto) and in October 2016, she became a member of the Board of Directors of Women’s College Hospital.  

Ani is a Board Member of Echelon Financial Holdings Inc. (EFH.TO) and is a member of the Audit & Risk Committee. She also chairs the Governance Committee which is responsible for the Corporate Governance, Nominations and Human Resources mandates. Ani is also a member of the Board of Directors of Insurance Company of Prince Edward Island and is the chair of its Audit & Risk Committee.

She holds a Bachelor of Commerce degree from the University of Toronto and the ICD.D designation from The Institute of Corporate Directors and University of Toronto Rotman School of Management.

Brenda M. Hogan

Senior Investment Manager

Ontario Capital Growth Corporation

Brenda M. Hogan

Senior Investment Manager

Ontario Capital Growth Corporation

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Brenda Hogan has more than 15 years of venture capital experience focused on privately held technology companies. Brenda is Co-Chair of Canadian Women in Private Equity.  She has held numerous Board positions, including serving as a member of Women in Capital Markets’ Board of Directors from 2010 to 2016. She presently serves on the Board of Governors of Dalhousie University and sits on the Finance, Audit, Investment, and Risk Committee.  Brenda is also on the board of the Youth Philanthropy Initiative (YPI) and Chairs the Finance and Audit Committee.   Prior to this, Brenda was the President and Chair of the Board of the Junior League of Toronto (JLT).  


She is the Senior Investment Manager at Ontario Capital Growth Corporation (OCGC). In her role, she oversees OCGC’s venture capital initiatives, including investment portfolio management, monitoring limited partnership agreements, developing and negotiating terms and conditions for new funds, and developing and managing stakeholder and investor relationships. She has previously held positions at Bell Canada, Ernst & Young, the Business Development Bank of Canada, and a software start-up. Brenda has a Master’s of Business Administration (MBA), specializing in Finance from Dalhousie University, received leadership training from the Richard Ivey School of Business, and has completed the SME Board Effectiveness Program at the Rotman School of Management. 

Frances Horodelski

Corporate Director

Frances Horodelski

Corporate Director

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Frances Horodelski has extensive experience in the capital markets, with more than 25 years in a variety of increasingly senior positions at two of Canada’s major investment dealers: RBC Dominion Securities and ScotiaMcLeod.  These experiences crossed various aspects of the investment world, including derivative analysis (preferred shares, warrants), equity analysis, portfolio strategy, investment banking and managing the portfolio advisory groups at both firms.  She was one of only a handful of women to sit on the Board of Directors at RBC Dominion Securities in the 1990s.  


She later adapted her investment knowledge into a second career as a journalist/anchor for the top-rated TV show on BNN’s Business Day AM, as well as authoring the network’s Morning Note, one of the most popular market commentaries in the country.  She continues to be actively involved in the capital markets, including serving as a member of the Independent Review Committee for one of Canada’s largest mutual fund companies.

France is a CFA Charterholder. She studied political science at the University of Toronto and augmented her journalism credentials with courses provided by the University of Toronto at Centennial College.

Heather-Anne Irwin

Corporate Director and Adjunct Professor of Finance

Rotman School of Management, University of Toronto

Heather-Anne Irwin

Corporate Director and Adjunct Professor of Finance

Rotman School of Management, University of Toronto

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Heather-Anne Irwin has over 30 years of experience in capital markets. She is a Corporate Director for the Ontario Finance Authority and sits on its audit committee, and was the Chair of Governance and Compensation Committee for TSX listed InnVest REIT, prior to its acquisition. She is a director on the private company boards of Sentry Investments Inc., Sionna Investment Management and Philbrooks Boatyard. Her NFP board experience includes Chair of Up With Women, the finance and investment committees for the Centre of Addiction and Mental Health Foundation (CAMH), and the founding President of Women in Capital Markets (WCM).


She is an accomplished capital markets professional, and Adjunct Finance Professor at the Rotman School of Management and currently is the Academic Director of the Masters of Financial Risk Management. Prior to assuming her position at Rotman, Heather-Anne spent 17 years on Bay Street, holding senior roles with TD Securities Inc. and Nesbitt Burns (then Burns Fry) in Investment Banking, Equity Capital Markets and Debt Capital Markets. 

Heather-Anne has an Hons BSc in Engineering Chemistry from Queen’s University and an MBA from the Schulich School of Business, at York University, and was granted the ICD.D designation by the Institute of Corporate Directors, where she now also teaches.

Mari Jensen

Director, Institutional FX Sales

Scotiabank Global Banking & Markets

Mari Jensen

Director, Institutional FX Sales

Scotiabank Global Banking & Markets

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Mari has over 20 years of progressive experience in capital markets and banking at Scotiabank. As a senior member of Scotiabank’s Global Banking & Markets Institutional Foreign Exchange Sales team, she provides FX coverage to investment managers in North America. She was previously in Corporate FX Sales. Mari has been an active volunteer for Women in Capital Markets since 2008 and has served on the Board of Directors since 2011, including terms as Corporate Secretary, Vice Chair, and Chair. She is currently serving as Past Chair. She was Chair of the High School Liaison Committee from 2011-12, and Co-Chair of HSL from 2010-11. Throughout her career, she has been active in mentoring, coaching and recruiting talent, and has brought a diversity perspective to the many interview panels she has participated in. 


Prior to Global Banking & Markets, Mari spent four years in wealth management at Scotiabank, most recently in Institutional Sales. Previous to that role, she managed a team of staff and directed a team of lawyers, realtors and property managers to maximize recovery of non-performing loans for Scotiabank, B.C. and Yukon region. In 2013, Mari’s leadership and dedication to WCM earned her WCM’s Rising Star Award.


Mari completed her MBA in Global Asset and Wealth Management from Simon Fraser University (Vancouver) in 2004 and holds a BBA in Finance, also from SFU. She holds the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations.

Sarah Kavanagh

Corporate Director

Valeant Pharmaceuticals Hudbay Minerals and WPT Industrial REIT

Sarah Kavanagh

Corporate Director

Valeant Pharmaceuticals Hudbay Minerals and WPT Industrial REIT

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Sarah Kavanagh is currently a Director of Valeant PharmaceuticalsHudbay Minerals, American Stock Transfer, a North American leader in providing shareholder services owned by Pacific Equity Partners, and a Trustee of WPT Industrial REIT, a REIT focused on U.S.-based industrial properties. 


Until 2010, Sarah was a Vice Chair in the Investment Banking Department at Scotia Capital. Sarah also held the position of Head of Equity Capital Markets and Head of Investment Banking, both at Scotia Capital. In addition to her investment banking experience, she was a senior financial officer at several corporations.

Over the course of her career in Canada, Sarah has received many acclamations and awards. In 2014 she was named one of the 100 Most Powerful Women Canada in the Director category. In 2012, Sarah was named to Diversity 50, an honor given to her by the Canadian Board Diversity Council of the 50 most Board-ready diverse candidates across Canada. A long-time supporter of and advocate for Women in Capital Markets, Sarah received WCM’s Award for Leadership in 2008.

Sarah holds an MBA from Harvard Business School and a B.A. in Economics from Williams College.  She holds US and Canadian citizenship.

Frances Kordyback

Corporate Director and Commissioner

Ontario Securities Commission

Frances Kordyback

Corporate Director and Commissioner

Ontario Securities Commission

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Frances Kordyback is a senior capital markets executive with more than 30 years of experience in venture capital, investment banking and corporate development. Frances has served on many boards, including public, private and not-for-profit. She presently serves on the Board and Audit Committees of both the Ontario Securities Commission and Airgain Inc., a Nasdaq-listed company. She is also very active in Women in Capital Market’s (WCM) Women in Leadership Committee. 


Most recently, Frances was Managing Director at Northwater Capital Inc. with firm- wide responsibilities and a focus on the venture investing segment of the business. Her primary responsibilities included due diligence, valuation, deal negotiation, and value creation.

She holds a BMath from the University of Waterloo and is a Chartered Professional Accountant.

Joanne Lam

Executive Director Risk Management

Workplace Safety and Insurance Board (WSIB) (CSPAAT)

Joanne Lam

Executive Director Risk Management

Workplace Safety and Insurance Board (WSIB) (CSPAAT)

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Joanne Lam has over 15 years of experience developing and delivering risk management services and programs. Presently, she is the Executive Director of Corporate Risk Management Services at Ontario’s Workplace Safety and Insurance Board (WSIB). Her responsibilities include overseeing the development of new Enterprise Risk Management and Business Continuity programs. Previously, Joanne spent years working as a consultant providing advice to senior level executives. She was a practice leader for MNP LLP and a senior risk management advisor for PwC and Oliver Wyman. Her accomplishments include spearheading the development of the integrated risk management framework for Ontario colleges, in which she worked with 17 participating colleges to align organizational strategy, risk management and performance to improve their ability to achieve business outcomes.


Joanne holds an MBA from the Richard Ivey School of Business, University of Western Ontario, and a B.Comm. from the University of Toronto.

Marian Lawson

Executive Vice President

Scotiabank

Marian Lawson

Executive Vice President

Scotiabank

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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.

Deborah Leckman

Commissioner

Ontario Securities Commission

Deborah Leckman

Commissioner

Ontario Securities Commission

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Deborah Leckman is a senior investment professional with over 30 years experience in the pension fund, retail wealth and regulatory fields. Deborah was responsible for the $15 billion actively managed equity program at OMERS; subsequently she headed up a team responsible for research, recommendations and education to more than 1200 investment advisors at TD Waterhouse. Presently, as OSC Commissioner, Deborah participates in strategy and policy development for investor protection and efficient capital markets, and adjudicates at administrative proceedings. In addition, Deborah serves on and/or chairs, pension and health and welfare boards and committees.


Deborah is a Chartered Financial Analyst and has an MBA and BComm from McGill University. She holds a Certificate in Adjudication from SOAR and a Certificate in Foundations of Trust Management Standards from IFEBP.

Sue Lemon

Chief Executive Officer

CFA Society Toronto

Sue Lemon

Chief Executive Officer

CFA Society Toronto

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Sue Lemon is CFA Society Toronto’s Chief Executive Officer and leads the Society’s strategic direction, which includes promoting high ethical standards in the financial industry and increasing the visibility of the charter with key partners in the financial community. Sue has been active within the CFA Society and has been an energetic volunteer for more than 20 years, notably mentoring young industry professionals.


An experienced and successful investment executive in fixed income markets, Sue formed MSL Advisory Corp in 2008, a consultancy firm that specialized in fixed income advisory, product development and strategy services for Canadian capital market institutions. Throughout her career, Sue has held progressively senior roles at Canada Trust, CT Investment Counsel, Nesbitt Thomson, and CIBC World Markets. At CIBC, she led her team to a #1 ranking in the Greenwich sales survey. Sue is a cum laude graduate of Ryerson University, with a specialization in Business Management and she is a CFA charter holder.

Fiona L. Macdonald

Corporate Director, GMP Capital Limited and BC Ferry Authority Chair, BC Chapter, Institute of Corporate Directors

Fiona L. Macdonald

Corporate Director, GMP Capital Limited and BC Ferry Authority Chair, BC Chapter, Institute of Corporate Directors

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Fiona Macdonald is the Chair of the Management Resources & Compensation Committee, a Member of the Governance Committee, and an Independent Director on the Board of GMP Capital. GMP Capital is publicly traded on the TSX, with market capitalization of over $200 million, and is a leading independent investment dealer with two integrated business segments of Capital Markets and Wealth Management. GMP has operations in Canada, the U.S., Europe and Asia. Fiona is also serves as a Director on the B.C. Ferry Authority, the shareholder of B.C. Ferry Services, which operates one of the largest ferry fleets in the world with annual revenue above $800 million. Fiona is the Chair of the B.C. Chapter of the Institute of Corporate Directors, the leading education source for directors in Canada on a wide variety of governance issues.


Fiona has over 25 years of experience within the professional services sector, where she built industry-leading and profitable consulting practices in Canada and the U.S.  She is a recognized expert in executive compensation, performance management and related governance issues.  Fiona retired from her position as Managing Director from Towers Watson (now Willis Towers Watson) in March 2014.

Fiona received a Bachelor of Arts specializing in International Relations and an MBA both from the University of British Columbia. She holds the ICD.D designation from the Institute of Corporate Directors. 

Beryl McCallum

Chief Operating Officer & Chief Compliance Officer

LDIC Inc.

Beryl McCallum

Chief Operating Officer & Chief Compliance Officer

LDIC Inc.

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Beryl is a senior executive with over 22 years of financial experience who has had the privilege of supporting and leading large institution and small entrepreneurial start-up. Her work has covered variety businesses and the securities markets. She has had the opportunity to be a part of a small team and start-up asset management company that grew assets of high net worth clients from zero to $500 million within seven years.


Beryl has been with LDIC since its inception as a part of the small founding group to startup and grow the Firm since 1999 and brings over 20 years of the financial markets experience to her role as Chief Operating Officer, Chief Compliance Officer of LDIC Inc. Since the launch of the investment funds in 2014 she has assumed the role of Chief Financial Officer of LDIC Mutual Fund Corporation Inc. Beryl sits on the Board of Directors to support the strategic growth of the Firm. 


She continuously develops and implements business solutions with strategic partners. She oversees and directs the activities of the business including operations, corporate governance and investment funds in such areas as financial, legal, sales and marketing, client service, technology, and human resources. She supports relationships with key accounts, industry, government representatives, customers, strategic alliance partners and vendors in the overall management of the Firm. Prior to beginning her role at LDIC Inc. she was with one of the country's largest financial institutions, where she was responsible for the introduction, expansion and marketing of new products across the country to the marketplace.

Beryl is a graduate of the Bachelor of Public Relations program at Mount Saint Vincent University. She is a Certified Investment Manager and completed a specialization in Family Business at the Harvard Business School Executive Education. 

Lisa Melchior

President and Founder

Vertu Capital

Lisa Melchior

President and Founder

Vertu Capital

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Lisa Melchior has more than 20 years of experience in the private equity industry with a focus on growth equity and buyouts in the technology and media sectors.  Over the course of her career, Lisa has garnered an impressive history of involvement with a wide variety boards, ranging from both private and public companies, some of these roles include serving as a Board Member for MatrixCare, Civica, Huskey Injection Molding Systems and Constellation Software Inc. Currently Lisa serves as a Board Member for Real Matters, an information technology and services provider of mortgage and insurance lending. 


Lisa started her career in investment banking at CIBC Wood Gundy and subsequently joined CIBC Capital Partners, the merchant banking division of CIBC World Markets.  She joined OMERS Private Equity (OPE) in 1999 and was a key member of the management team that built a direct investing private equity business for OMERS. In her current role as Founder and President of Vertu Capital, Lisa invests in and works closely with a select group of Canadian late stage technology companies.

Lisa has a bachelor’s degree in Economics from The University of Western Ontario and holds a Masters of Business Administration (MBA) from The Schulich School of Business at York University. 

Allison Mendes

Corporate Director

Four Villages Community Health Centre

Allison Mendes

Corporate Director

Four Villages Community Health Centre

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Allison Mendes has more than 18 years of experience in the financial services industry. Allison is currently serving as a Board Director, and Vice Chair of the finance committee, and both a nominating and quality committee member for The Four Villages Community Health Centre in Toronto. Her most recent position was Managing Director, Senior Portfolio Manager at Manulife Asset Management where she was a senior member of a team managing $2 billion in assets. Prior work experience includes roles as a Senior Equity Research Associate at Credit Suisse First Boston and a Capital Markets Research Associate at RBC Dominion Securities.  Throughout Alison’s career, she has attained a specialization in analysis and due diligence of Canadian large cap growth equities, and has appeared in both print and visual media, including BNN, Bloomberg, Reuters and CBC. 


Allison holds an undergraduate degree with majors in Mathematics and Physics and a minor in Statistics from the University of Toronto. She obtained her Masters of Business Administration (MBA) from the Schulich School of Business, York University, where she specialized in Finance. 

Jackie Moss

Corporate Director and Founder and CEO

Giftgowns

Jackie Moss

Corporate Director and Founder and CEO

Giftgowns

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Jackie Moss has over 20 years of business experience leading Human Resources, Legal and Strategy and Corporate Development functions within a 48,000 person global publicly traded financial institution. 


Jackie is currently on the board of IMCO (Investment Management Board of Ontario), a fund formed by the Ontario government to aggregate the investment management functions of many of the Ontario pension plans. It has $60 billion in assets to start and has plans to expand. She is chairing the HR committee. Jackie has previously sat on the board of American Century Investments, a US based asset management firm with AUM of $150 billion, and on many not-for-profit boards including the board of Western University. 


Jackie started her career at Blakes, where she was a partner and moved to be the General Counsel of CIBC in Canada. She subsequently became the Head of Human Resources globally and ran the Strategy and Corporate Development function. During her time running HR, Jackie led and implemented sophisticated talent management and leadership strategies and programs and led the development of many complex compensation plans. 


Jackie has also started a company in the fall of 2016 called Giftgowns - making fun, functional hospital gowns. Giftgowns has a collection of hospital gowns for adults, teens and kids, sold online and in select hospital gift shops. 

Jackie has and BA (Honours) form Queen’s and an LLB from Western and did the Advanced Management Program at Harvard University. Jackie has also completed the Institute of Corporate Directors program at Rotman. 

Sheila A. Murray

President and General Counsel

CI Financial Corp.

Sheila A. Murray

President and General Counsel

CI Financial Corp.

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Sheila Murray is President and General Counsel of CI Financial Corp. Previously, she had been Executive Vice-President and General Counsel since 2008, following a 25-year career at Blake, Cassel’s and Graydon LLP.  


She is Chair of the Dean’s Council at Queen’s University Law School, a director of Aequitas NEO Exchange, a director of the SickKids Foundation, a trustee of the Toronto Symphony Foundation and a member of Ontario’s Business Law Advisory Council. She has taught at both Osgoode Hall Law School and at the University of Toronto’s Business Law Program. In 2016, she was the recipient of the Canadian General Counsel Award for Business Achievement.

Sheila received her B.Comm. and LLB degrees from Queen’s University.

Margot Naudie

Vice President

Margot Naudie

Vice President

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Margot Naudie is Vice President and Portfolio Manager, Marret Asset Management, and has 23 years of investment experience. Currently, she is serving as a Director of Terra Rossa Gold Ltd


Prior to joining Marret, Margot was the Senior Portfolio Manager on the Global Corporate Securities team at CPPIB. Margot was also the Managing Director at TD Asset Management, where she managed North American equities, including long-only, resource, and long-short mandates for retail and institutional clients. At Marret, Margot is responsible for the equity portion of the Marret Strategic Yield Fund.

Margot has been recognized as a Top Gun Investment Mind by Brendan Wood International consecutively from 2009 – 2013.

Margot received her BA from McGill University and an MBA from University of Western Ontario. She is also a CFA charter holder. 

Heather Nicol

Chief Financial Officer

Heather Nicol

Chief Financial Officer

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Heather Nicol has developed extensive board-level experience over her last 25 years of working in capital markets. Her diverse business experience in senior financial roles in the corporate sector, financial services and not-for-profit have enabled her to serve as a Trustee, as well as hold board positions on various corporate and non-for-profit audit committees. Currently, Heather sits on the Board of Genworth MI Canada Inc. as well as Genworth Financial Mortgage Insurance Company of Canada.


Prior to her role as Chief Financial Officer of Reformulary Group, where she oversees financial and strategic matters, including capital markets activities, planning and reporting, Heather began her career working in investment banking at TD Securities and Burns Fry Limited.  She has also held positions as Chief Financial Officer for Chapters Online, and Chief Financial Officer of MaRS Discovery District. As a result of her vast corporate experience, she has acquired an exceptional understanding of the requirements for successful leadership, taking companies public, and corporate financing and restructuring.

Heather holds an Honours BMath from the University of Waterloo and an MBA from the Richard Ivey School of Business, University of Western Ontario. She is a Certified Management Accountant and Chartered Professional Accountant, and has her ICD.D from the Institute of Corporate Directors.

Arlene O’Neill

Partner

Gardiner Roberts LLP

Arlene O’Neill

Partner

Gardiner Roberts LLP

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Arlene O’Neill is a senior partner at the Bay Street mid-size law firm of Gardiner Roberts LLP. Arlene has more than 20 years of experience working as a trusted legal advisor to many mid-market companies in both technology based (including software, media and green technologies) and traditional business sectors. She has developed a broad range of expertise in the area of corporate/commercial law, with a strong focus on merger and acquisition transactions, corporate governance of private and not-for-profit corporations and corporate finance.  Arlene is a member of the Business Law Advisory Council (BLAC) to the Ministry of Government and Consumer Services, and Chair of the Not-for-Profit Working Group, is a member of the Ontario Bar Association, Business Law Section Executive and Chair of the Corporate Law Subcommittee of such Executive. Arlene’s community involvement includes being a member of the board of directors of Canada’s National Ballet School Foundation. Prior involvements include past board member of Hot Docs – Documentary Film Festival, advisory board of CIX and Toronto Breakfast Committee of Canadian Women’s Foundation. Arlene is a frequent speaker and organizer of a broad range of corporate law programs held by Ontario Bar Association Business Law Section as well as other private equity events. 


Arlene holds an honours degree in Business Administration from now Schulich School of Business and an LL.B. from Western University. She is also currently enrolled in the ICD.D program with the Institute of Corporate Directors. 

Laura Paglia

Partner, Securities Litigation and Regulator Group

Borden Ladner Gervais

Laura Paglia

Partner, Securities Litigation and Regulator Group

Borden Ladner Gervais

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Laura Paglia has more than 20 years’ experience representing multiple investment dealers, investment fund managers, investment banks, introducing and clearing firms, reporting issuers, investment advisors, portfolio managers, compliance professionals, research analysts, directors and officers and various other participants in Canada’s capital markets. She is currently Regional Co-lead of Borden Ladner Gervais Securities Litigation and Regulatory Group. 


Her experience includes defending and advising on various issues related to capital raising activities including retail distribution along with trade desk and market manipulation issues.
Laura provides ongoing legal advice on compliance and regulatory issues as well as representation in civil proceedings and a variety of regulatory investigations and proceedings conducted by provincial securities commissions, the Investment Industry Regulatory Organization of Canada, the Mutual Fund Dealers Association of Canada and other regulatory bodies and federal authorities. Laura also gives in-house training programs to various market participants and is a frequent speaker on and written contributor to topical issues to the investment industry.

Laura has been selected by peers for inclusion in the 2018 edition (and since 2013) of The Best Lawyers in Canada® (Corporate and Commercial Litigation). She has been recognized in the 2015 (and since 2012) edition of The Canadian Legal Lexpert Directory as repeatedly recommended in securities litigation.  She has also been recognized in the 2016 and 2015 edition of Benchmark Litigation- the Definitive Guide to Canada’s Litigation Firms & Attorneys as a Future Star in Ontario.

Laura holds an LLM (Securities, Business) and an LLB from Osgoode Hall Law School.

Dee Patterson

Managing Director

Lambay Group Inc.

Dee Patterson

Managing Director

Lambay Group Inc.

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Dee is a corporate director and experienced senior financial services executive with over 26 years of experience in diverse industries including Power and Utilities, Infrastructure, Government, Technology and Health Care.  Dee currently serves as a member of the Board of Directors at West Park Hospital (chairing the Quality Committee and on the Corporate and Executive Committees), Canadian Green Fund and Prostate Cancer Canada and sits on the Audit and Finance Committee of the Badminton and Racquet Club of Toronto. 


Her most recent roles were at Scotiabank as a Managing Director in the Power and Utilities Corporate Banking Group and as VP Corporate Sales, Global Transaction Banking with corporate clients in Canada, the US and the UK. Dee has developed a broad range of expertise in the areas of risk and strategy and is an original and creative thinker known for solving complex challenges and opportunities.  


Dee has the ICD.D designation from Rotman Business School, a Master’s in Finance from London Business School, an MBA from the Schulich School of Business and an undergraduate in Physiotherapy from Trinity College Dublin. 

Randee Pavalow

Corporate Director

Randee Pavalow

Corporate Director

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Randee Barbara Pavalow is a capital markets lawyer and entrepreneur who has over 25 years of legal, regulatory and operational experience. From 2004 to 2007, she chaired the standing committee 3 on Intermediaries of the International Organization of Securities Commissions (IOSCO) and held the position of Director of Capital Markets from 2001 to 2007. As director, she was responsible for compliance, market regulation, and registrant regulation.


She has also served as Chief Issuer Products Officer at Aequitas Innovations (the parent company of Aequitas NEO Exchange) and Aequitas EVO Connect from 2013 – 2016; and Chief Listings Offer and General Counsel at Alpha Trading Systems and Alpha Exchange. Prior to her time at the Ontario Securities Commission, she practiced law in both Canada and the United States.

Randee received a BA/MA in International Relations from the University of Pennsylvania and her J.D. from Temple University – the James E. Beasley School of Law in Philadelphia. 

Lally Rementilla

President

Quantius

Lally Rementilla

President

Quantius

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Lally Rementilla has more than 25 years of experience in the telecom, media and technology sectors, both as an operator and investor.  She is also the founder of Coco Capital, an entrepreneurial practice that she started in 2011 to invest in and advise female entrepreneurs.   She serves as a G7 associate fellow with the Creative Destruction Lab, a program designed to accelerate the growth of massively scalable technology-based ventures, with the goal of maximizing equity-value creation. She has served in various venture capital, industry and non-profit boards including Pique Ventures (VCC), Canadian Women in Communications and the Information Technology Association of Canada.


Lally started her career at the AT&T Networks Systems Group which spun off as Lucent Technologies, a global telecommunications equipment provider.  After her stint at Lucent, she held senior finance roles in leading Canadian technology companies such as Lavalife Corp, where she played a key role in a $152M exit, and Nulogy Corporation, a Deloitte Fast 50, SaaS-based provider of supply chain software where she led all aspects of finance, legal and administration.

Lally has an MBA from the Schulich School of Business, York University and a B.A. in Communications from the Ateneo de Manila University.  She is a CPA, CMA.

Mary Robertson

Managing Director, Financial Institutions Group

Scotiabank

Mary Robertson

Managing Director, Financial Institutions Group

Scotiabank

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Mary has over 25 years of experience in financial services. Her expertise is in the area of investment banking, debt capital markets and client relationship management. 


She currently serves on the CI Funds Board of Governors (which also acts as the Audit Committee and Independent Review Committee) and as Vice-Chair of the OCAD University Investment Committee.  She previously served on the boards of the CFA Society Toronto and the OCAD University Foundation, and served as Chair and/or a Member of related Audit, Investment and Governance Committees.
Mary began her career working in the UK for a large U.S. investment bank.  Subsequently, she has largely made her career at Scotiabank, moving forward into progressively more senior positions and broadening her experience through a variety of diverse roles with strategic, regulatory and operational components.
She was named to the Canadian Board Diversity Council’s Diversity 50 List of board-ready candidates in 2016.  She was also a recipient of the inaugural Women in Capital Markets Executive Coaching Award.

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

Annie Ropar

Chief Financial Officer and Chief Administrative Officer

Canada Infrastructure Bank

Annie Ropar

Chief Financial Officer and Chief Administrative Officer

Canada Infrastructure Bank

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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.

Sandra Rosch

President

Stonecrest Capital Inc.

Sandra Rosch

President

Stonecrest Capital Inc.

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Sandra Rosch currently serves as Director of the Canada Development Investment Corporation, a federal Crown Corporation, and the Toronto Chapter of the Turnaround Management Association. She was also Chair of the Board of Cline Mining Corporation during its restructuring. She has extensive Board advisory experience working with companies on major strategic and financial initiatives, including mergers and acquisitions, asset dispositions, financings and restructurings. 


As the current President of Stonecrest Capital Inc., a Canadian restructuring advisory firm which acted as Chief Restructuring Officer for the court-supervised restructurings of Grant Forest Products Inc., Stelco Inc., Algoma Steel Inc. and Athletes World Inc, she is also Executive Vice President and Director of Labrador Iron Ore Royalty Corporation. Further to her more than 15 years of restructuring experience, Sandra has 17 years of experience in investment banking at two fully integrated investment banks, Scotia Capital and Nesbitt Thomson.

Sandra has a MBA from the University of Western Ontario and a BComm from McMaster University.

Susan Silma

Practice Leader, Client & Industry Strategy

PureFacts Financial Solutions

Susan Silma

Practice Leader, Client & Industry Strategy

PureFacts Financial Solutions

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Susan Silma is a lawyer and former regulator, and has over 20 years of experience in the wealth management industry. She has particular expertise in legal and regulatory matters, change management, and operational effectiveness. She is praised for her innovative approach to complex regulatory compliance that goes beyond straightforward disclosure. She is also a frequent speaker and the author of numerous articles.


In her role at PureFacts Financial Solutions, a software solution provider for the wealth management industry, Susan leads the firm’s client and industry strategy and consulting practice. Prior to joining PureFacts, Susan was a Co-Founder of regulatory consulting and communication firm CRM2 Navigator. She has held executive roles at the Ontario Securities Commission, where she was considered the “architect” of groundbreaking fee and performance disclosure regulations in Canada. Prior to that, she was General Counsel at a publicly offered venture capital fund, and had a successful corporate law practice at a major Canadian law firm.

She is a member of the Independent Review Committee for CIBC, and a member of the Board of Directors and Executive Committee of Community Living Toronto.  Susan has an MBA from the Schulich School of Business, and a law degree from Osgoode Hall Law School.

Deborah Starkman

Chief Financial Officer and Corporate Secretary

GMP Capital Inc.

Deborah Starkman

Chief Financial Officer and Corporate Secretary

GMP Capital Inc.

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Deborah Starkman is the Chief Financial Officer and Corporate Secretary of TSX-listed GMP Capital Inc., a role she has held since 2012. She is responsible for the firm’s global finance function, including all aspects of regulatory and external financial reporting, performance measurement, risk management, liquidity and capital management and tax reporting. 


Prior to her current role, Deborah was Managing Director, Finance, Head of Regulatory Reporting and Risk Management with GMP.
Deborah began her career with a national accounting firm, after which she joined the brokerage arm of a major Canadian bank, where she was Managing Director, Product Finance.

Deborah has served on the boards and committees of numerous not-for profit organizations, including the Investment Industry Association of Canada (IIAC) and Centennial Infant and Child Care Centre (CICC).

She is a Chartered Professional Accountant, holds a Chartered Financial Analyst designation and has over 23 years of experience in the capital markets industry, enabling her to bring a deep level of knowledge and insight to every role. Deborah holds a BA in Political Science from the University of Western Ontario, and a BComm from the University of Windsor.

Louise Tardif

Corporate Director

NAV Canada

Louise Tardif

Corporate Director

NAV Canada

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Louise Tardif has more than 25 years of experience in management, strategic planning and organizational transformation mainly in the financial and pension plan sector.  Currently, Louise serves on the Ontario Securities Commission’s Investor Advisory Panel, where she provides investor input and advice on policy development. She is also a Board Director of NAV Canada, a member of both the Audit and Finance Committee and Pension Committee, and presently also serves as Trustee for the OPSEU Pension Trust


Prior her current positions, Louise was an investment advisor for 22 years until her retirement in 2008 from National Bank Financial as Vice President and Manager. She has expertise in stakeholder engagement and environmental, social and governance issues. She has received countless awards and recognition for her contributions to the improvement of the personal economic status of women including receiving the Business Woman of the Year Award from the Business and Professional Women’s Association and was awarded the Trudeau Medal by the University of Ottawa in 1998.

Louise has her ICD.D designation (granted by the Institute of Corporate Directors), and is currently working towards a PhD from the University of Ottawa. 

Annie Theriault

Managing Director

Grenville Strategic Royalty Corporation

Annie Theriault

Managing Director

Grenville Strategic Royalty Corporation

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Annie Theriault is an entrepreneur and investor with over 10 years of experience in investment management. Annie is Managing Director at Grenville Strategic Royalty Corp., a publicly traded company that provides royalty-based finance solutions to growing technology and technology enabled businesses.  Annie is also a Founding Member of The Big Push, a Toronto-based business accelerator focused on accelerating female-founded technology companies investment-ready in an equity-for-service model, where she also serves as a director and chairs the investment committee.    


Prior to joining Grenville, Annie served as Senior Investment Manager, Direct Equity Investments with Export Development Canada.  She spent the majority of her career at Northwater Capital Management in progressively senior roles focused on the firm’s intellectual property funds, the fund of funds portfolio, the development of novel credit derivative instruments and its risk parity quantitative portfolio. She has also held positions at TD Securities and Deloitte, where she focused on currency and credit products, and risk and regulatory management, respectively. Annie has held 7 board positions, in the U.S. and Canada, including chairing and participating in audit, compensation and financing committees.

Annie obtained her Ph.D. in Management with specialization in Finance from the Rotman School of Management, University of Toronto.  She also holds an M.A. in Business Economics from Wilfrid Laurier University and a B.Sc. in Chemistry from Mount Allison University.  She is a CFA Charterholder and has earned the ICD.D designation.

Terri Troy

Corporate Director

Terri Troy

Corporate Director

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Terri has more than 25 years of experience in investment management, pensions, corporate strategy, and mergers and acquisitions. She recently retired as CEO of the Halifax Regional Municipality Pension Plan, a position she held since March 2006. Over the past two decades, Terri has held positions as a Board Member of of Calon Energy, a UK based energy company and a Board member of Alignvest Management, a Canadian financial services corporation. She was also a member of Investor Advisory Committees for various global private investments including UK, European and US private equity; UK, Australian and Canadian infrastructure; European, UK, Asian, US and Canadian real estate; and European, UK, and US private debt. Further, Terri has held various leadership roles in the pension industry including being a Board Member of the Pension Investment Association of Canada from 2004-2009; Chair of the Board in 2007, Chair of the Investment Practices Committee 2004-2009, and Chair of the Government Relations Committee, 2010-2011. Terri was a member of the International Limited Partnership’s Association’s Education Committee 2016-2018. 

As CEO of the Halifax Regional Municipality Pension Plan, she transformed the governance structure, investment strategy, and customer service function. Innovative investment strategies implemented included factor investing, portable alpha, and a significant emphasis on private investments including co-investments, syndications/club deals with other large institutional investors, and direct investments, etc.

Prior to the CEO role, Terri was responsible for the investment strategy for RBC’s 33 global pension plans between 2000-2006. Prior to RBC, Terri held various roles at CIBC including corporate strategy, mergers & acquisitions, and wealth management.
Terri has an MBA from York University and an HBBA from Wilfrid Laurier. She also holds the CFA charter and completed the ICD Rotman, Directors Education Program. Over the course of her career, Terri has received many awards including the Leading Pension Plan Sponsor Award in 2011 and the Top 25 Most Influential Plan Sponsors in 2009 & 2010. 

Marie-Josee Turmel

Corporate Director

Marie-Josee Turmel

Corporate Director

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Marie-Josee has over 23 years of experience in real estate advisory, investment banking, principal investing and investment management. She served on the Board of Revera Inc., and as part of this directorship she was a member of the Audit Committee and rotated from the Quality Committee, Investment Committee and Governance and Compensation Committee. She also served on private investment company boards in international jurisdictions and on several not-for profit boards. She currently serves on the Foundation Board of CREW Network, a not-for profit organization with over 10,000 members globally focused on achieving gender parity and diversity in commercial real estate. She was a co-founder of the Montreal chapter.


In her most recent role as Senior Director, Real Estate Investments at Public Sector Pension Investment Board, she was responsible for a diversified portfolio of investments under management with a gross value of over $7B in North America, Europe and UK, establishing and managing partnerships and platform type investments, recommending and making decisions about acquisition/ disposition, strategy, capital spending, budgeting, partnership agreements, assessing risks and performance. Prior to this position, she worked with CIBC World Markets in investment banking and gained capital markets experience while working on equity financings, IPO and secondaries, advisory and M&A activities with both the Real Estate and Diversified Industries groups.

She holds a Bachelor of Business Administration from Laval University, the Accredited Appraiser designation and the ICD.D designation.

Elizabeth Wademan

Corporate Director and Chair

Torex Gold Resources Inc.

Elizabeth Wademan

Corporate Director and Chair

Torex Gold Resources Inc.

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Elizabeth Wademan is a capital markets executive with more than 20 years of experience in financial markets. She serves as a Director for Torex Gold Resources Inc. and as of November of 2016, has joined the board of St. Joseph’s Health Centre in Toronto. 


Prior to her retirement in 2016, she was a Managing Director in Investment Banking at BMO Capital Markets where she was responsible for Global Metals & Mining Equity Capital Markets and Technology Equity Capital Markets.

Elizabeth received her Bachelors of Commerce degree, specializing in Finance and International Business from McGill University. She is also a CFA charter holder. Elizabeth received her ICD.D designation granted by the Institute of Corporate Directors. 

Karen Wagman

Corporate Director

Karen Wagman

Corporate Director

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Karen Wagman has over 20 years of experience in capital markets. Since 2007, Karen served as a member of the Board of Directors of First Asset Capital Corp., until it was acquired by CI Financial Corp. in 2015. 


In Karen’s most recent role as Chief Financial Officer at First Asset until April 2017, she was responsible for the overall management of the treasury, accounting, financial reporting and taxation functions for the firm and its retail funds. Prior to First Asset, Karen served as both an accountant at Ernst & Young and as a Controller at MDC Partners. Throughout her career, Karen has developed expertise in the areas of operations, budgeting and strategic planning as well as exposure to mergers and acquisitions, both as a buyer and seller.

Karen received her Bachelor of Commerce from Queen’s University and she is a Chartered Professional Accountant.

Benita Warmbold

Senior Managing Director and Chief Financial Officer

Canada Pension Plan Investment Board

Benita Warmbold

Senior Managing Director and Chief Financial Officer

Canada Pension Plan Investment Board

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Benita Warmbold is over 20 years of board extensive board experience. She is active on several Boards, including Methanex Corporation, Canadian Public Accountability Board, Queen’s University Board of Trustees, and serves as Chair of the Smith School of Business Advisory Board at Queen’s University and Women’s College Hospital.


In her most recent position as Senior Managing Director and Chief Financial Officer, at Canada Pension Plan Investment Board she was responsible for the finance and legal functions, including corporate and investment finance, treasury, performance, enterprise reporting, investment risk, tax, internal audit, governance, legal risk, corporate secretarial and compliance.

Benita has received numerous honours and awards including being named three times as one of “Canada’s Most Powerful Women – Top 100”, and was selected as one of the 50 diverse Board-ready candidates for the Canadian Board Diversity Council’s first-ever Diversity 50.

Benita obtained her Bachelor of Commerce from Queen’s University, is a Fellow of the Chartered Professional Accountants of Ontario and holds the ICD.D designation.

Mary Anne Wiley

Independent Consultant, Asset Management Industry and Board Director

Mary Anne Wiley

Independent Consultant, Asset Management Industry and Board Director

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Mary Anne Wiley has over 20 years of experience in international business and capital markets. She has held Board positions in the asset management industry and for community organizations and has served on multiple Committees with a primary focus on finance, operations, HR, and pension issues.  Currently, she serves as a member of the Board of Directors and Finance Committee for the Toronto Cricket Skating & Curling Club, and as a member of multiple Investment Committees including the Salvation Army of Canada & Bermuda Investment Advisory Committee, and the United Church of Canada Pension Investment Committee. Previously, Mary Anne served as a member of the Board of Directors for the Canadian ETF Association and the Board of Directors for BlackRock Canada


Throughout her career she has held various executive roles within the financial services industry. She has experience working within complex global organizations and has amassed extensive experience managing corporate strategy, business operations, change management, marketing and pricing, and fund governance. She possesses a deep understanding of the financial services industry with a background in the Exchange Traded Funds (ETFs), Institutional Asset Management, and Retail Asset Management businesses. Prior to her current role as an Independent Consultant, Mary Anne served as Managing Director and Head of iShares Canada, at BlackRock.

Mary Anne earned a Bachelor of Arts (Honors) degree from the University of Western Ontario and a Chartered Financial Analyst Designation (CFA) from the CFA Institute.

Are You Board-Ready or Know A Woman Who Is?

The list is compiled by members of WCM's Women in Leadership Committee (WIL), with the input of highly experienced industry professionals from across Canada, and is updated every six months. 

Nominations and submissions are accepted by the WCM office year-round, but reviewed every six-months by the committee. Deadlines for submissions are June 30 and December 30 of each year, with the new inductees announced by early September and March.

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