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Gordon Ball is the Executive responsible for IBM Canada’s Application Management Services (AMS) group for the Communications, Industrial, and Distribution Sectors. He leads a cross-country team of professionals that specializes in developing innovative application solutions across all industries and sectors. In this role, Gord's focus is on building relationships with business and IT leaders and increasing the visibility of IBM’s AMS offerings in the Canadian marketplace as well as providing a compelling value proposition for IBM clients. The AMS team works with clients on application development and maintenance to build long term relationships. Gord has 26 years of IT leadership experience including a number of senior positions and in the rapidly expanding field of Global Sourcing. He formerly led the Channel Sales Organization for IBM Canada’s Intel business, and has held senior Sales, Finance, and Manufacturing roles. His Global Sourcing experience runs the full scope from infrastructure to applications and business process; and from traditional business cases to business metric pricing. Gord has traveled extensively to India in his current role and understands what is needed to make a Global Sourcing relationship successful. He has provided leadership and experience in bringing the ‘flat world’ to clients through a Global Sourcing model, the core of which is innovation and financial efficiencies. Gord holds a Bachelor of Commerce degree from Queen’s University, an MBA from Shulich, is a Certified Client Executive through IBM’s joint partnership program with Harvard University, and resides with his family in Toronto. Steve Bonnar Steve Bonnar has been with Towers Perrin for over 25 years and is a Principal in the Toronto office. He has an extensive background in actuarial and employee benefit consulting, having assisted a wide variety of employers in the design, administration, communication, financing and investment of their pension plans.
Matt Bootle is a partner in Ernst & Young's Professional Practice group in Calgary, where he works with audit engagement teams and clients on difficult accounting, auditing, reporting and related matters. Prior to rejoining Ernst & Young in 2007, Matt served as director of accounting standards at the Toronto Stock Exchange and TSX Venture Exchange and as director of policy at the TSX Venture Exchange. A former member of Council of the Institute of Chartered Accountants of Alberta (ICAA), he has served as chair of the ICAA’s Bylaws and Rules Committee, chief accountant at the Alberta Securities Commission, and was a member of the ICAA’s Complaints Inquiry Committee. Matt is a lawyer and a chartered accountant.
Neil is from England and studied mathematics at Oxford University before joining Price Waterhouse and qualifying as a Chartered Accountant. He obtained a PhD at INSEAD. Neil’s ongoing research into the design, valuation, use and abuse of executive stock options is funded by the Social Science and Humanities Research Council of Canada. He has published in academic journals such as the Journal of Finance and practitioner outlets such as the Financial Analysts Journal.
Karyn is Senior Vice-President & Controller of Bell Canada Enterprises, Canada’s largest telecommunications company. In this role, she is responsible for external reporting, internal controls, accounting services and business process. Prior to joining Bell in the summer of 2003, Karyn held senior financial positions in the pipeline industry. Karyn is a member of the Committee on Corporate Reporting of Financial Executives International (Canada) and was Chair from 2002 to 2005. She was appointed to the Accounting Standards Oversight Council in April 2006 and the Canadian Performance Reporting Board in January 2006 and is a member of the IFRS Advisory Committee. She was a member of the Emerging Issues Committee from 1997 to 2006, the CICA’s study group on accounting for rate-regulated enterprises and the Alberta Securities Commission’s Taskforce on disclosures by oil and gas companies. She is a member of the Board of FEI (Canada) and the Board of Trustees at Queen’s University. Karyn holds a Bachelor of Commerce from Queen’s University, attended the Queen’s Executive Program, and is a Chartered Accountant.
John A. Carchrae is the Chief Accountant at the Ontario Securities Commission (OSC), a position he has held since November 1996. In that role, he is responsible for accounting and auditing matters arising in the administration of the Ontario Securities Act, particularly matters relating to the form and content of financial statements filed with the Commission. This involves providing specialized advisory services to the Commission, its senior management and staff, as well as market participants. He is also responsible for overseeing the Commission’s relationships with the accounting profession and relevant standards setting bodies. He participates in the work of the Canadian Accounting Standards Board’s Emerging Issues Committee as an observer representing the Canadian Securities Administrators. Internationally, he represents the OSC on the International Organization of Securities Commissions (IOSCO) Standing Committee No. 1 on Multinational Disclosure and Accounting. He is also a member of the Standards Advisory Council of the International Accounting Standards Board and the Consultative Advisory Groups of the International Auditing and Assurance Standards Board and the International Ethics Standards Board for Accountants. Before joining the OSC, Mr. Carchrae was Assistant Director, Accounting Standards at the Canadian Institute of Chartered Accountants (CICA) where he was part of a small team of professionals working with the Canadian Accounting Standards Board (AcSB). At the CICA, Mr. Carchrae played a leading role in international standards-setting activities. Mr. Carchrae trained as a Chartered Accountant in the London, England office of Thomson McLintock, a predecessor firm of KPMG, and was admitted as a member of the Institute of Chartered Accountants in England and Wales in 1974. He was admitted as a member of the Canadian Institute of Chartered Accountants in 1978.
Mr. Carter served Syncrude Canada Ltd. for more than twenty-seven years, including 10 years as President and 18 years as operations chief. He played a prominent role in a variety of initiatives aimed at enhancing safety, reliability, production, unit costs and product quality. His leadership also led to the introduction of technologies and processes that produced both incremental and revolutionary advances in productivity and environmental performance. As well, he implemented innovative learning initiatives and skills upgrading opportunities within the company. In the community, he actively engaged oil sands stakeholders—Aboriginal people in particular—to assure opportunity was appropriately shared and that Syncrude's operations proceeded smoothly, responsibly, and efficiently. Prior to joining Syncrude, Mr. Carter held progressively responsible management positions at McIntyre Mines Ltd. and the Iron Ore Company of Canada. Mr. Carter currently serves on the Boards of Directors of EPCOR Inc., Finning International Inc., the Alberta Research Council and CAREERS: The Next Generation. He is a director and past chair of the Mining Association of Canada, where he championed development of the Toward Sustainable Mining initiative, which is designed to help improve the mining industry’s environmental and social performance. Mr. Carter was also a member, director, and executive member of the Alberta Chamber of Resources for many years, and contributed to and promoted its work and progress in countless ways. Two significant examples are the Oil Sands Technology Roadmap and Aboriginal Programs Project, each of which in their content and vision for a stronger, more socially and environmentally engaged resource industry are derivative of the sound principles and values long held and espoused by Mr. Carter. Mr. Carter holds a Bachelor of Engineering Degree in Mining Engineering (1973), Technical University of Nova Scotia (now DalTech), and is a graduate of the Advanced Management Program at Harvard Graduate School of Business Administration. He is the recipient of two honorary Doctorates, from the University of Alberta (Science, 2004) and the Technical University of Nova Scotia (Engineering, 1995). In 2005, he was named Resource Person of the Year by the Alberta Chamber of Resources, and was inducted as a Fellow of the Canadian Academy of Engineering. Luba Cherbakov Luba Cherbakov, IBM Distinguished Engineer and Member of the IBM Academy of Technology, is a key technical leader in the IBM CIO Office. She is driving the CIO Situational Applications Environment Initiative that brings together Web 2.0 technologies, growing availability of services and enterprise data. Luba is a recognized expert in enterprise architecture design and development of complex distributed applications using service-oriented and component-based methods. In her previous assignments with the IBM Global Services, she architected and delivered many complex and first-of-a-kind IBM Global Services solutions across a wide variety of customer industries. As the technology leader within the IBM Business Consulting Services, Luba led an initiative to bridge business and IT that culminated in development of the IBM Service-Oriented Modeling and Architecture (SOMA) method. This method links the Component Business Modeling (CBM) to service-oriented architecture. Luba is an author, a key advocate and contributor to reference architectures, the Architectural Description Standard and grid computing offerings. The assets she created are used by many IBM IT Architects in AP, EMEA and Americas. Luba is a two-time recipient of the IBM Outstanding Technical Achievement Award and a recipient of the IBM Corporate Award – the highest technical award for unique technical contributions of superior business value. She has multiple internal and external publications to her name. An enthusiastic leader and a dedicated mentor, Luba has truly had a worldwide impact on the ITA profession through her technical community leadership, generous knowledge sharing, and mentoring of future technical leaders. A member of the IEEE Computer Society, the Society of Women Engineers and the Association for Computing Machinery (ACM), Luba holds a Master's degree in Computer Science from the George Washington University, with major in Software and Systems, and minor in Artificial Intelligence & Simulation.
Tom Connell is the managing director of the Toronto office of Standard & Poor's Credit Market Services. He has held this position since January 1997. Tom has overall responsibility for credit ratings coverage of Canadian entities, and for provision of the range of Standard & Poor's services to investors, debt issuers, and intermediaries involved with the Canadian markets. Previously, he was based in the London office of Standard & Poor's for six years, where he was responsible for European utility and project finance ratings. Tom holds a bachelor of arts in political science from the University of Toronto and a master of science in public policy analysis from Carnegie Mellon University in Pittsburgh. After graduating from the University of Toronto, he worked for two years on Parliament Hill in Ottawa.
Lisa Dorian, President of PowellDorian, has worked with private and public companies, not for profit organizations, all levels of government and also within the financial services industry providing services related to internal audit and corporate governance, conducting quality assessment reviews, and coordinating the implementation of enterprise risk management frameworks. She is also an accomplished trainer and facilitator working with all levels of management including boards of directors. Lisa previously held the position of Vice President, Finance & CFO with Citizens Bank of Canada and has held other senior financial positions within both public and private sectors. Lisa is past president of the Vancouver Chapter of Financial Executives International Canada and is a member of FEI’s National Issues and Policy Advisory Committee, chairing the sub-committee on corporate governance. She is also past chair of FEI’s national conference and is a faculty member for the Corporate Controllership Program of the Institute of Chartered Accountants of Alberta. After earning a Bachelor of Arts degree from the University of Manitoba, Lisa moved on to become a Chartered Accountant and also holds the U.S. Certified Public Accountant designation. She is also a Certified Internal Auditor and is accredited by the Institute of Internal Auditors to conduct quality assessments/validations.
Francesca practices in the fields of structured finance, corporate finance and mergers and acquisitions. Francesca’s experience in the field of structured finance is broad, spanning the North American and European markets. Her practice encompasses such diverse matters as credit and equity derivatives, monetizations, securities lending, debt trading, CDOs and synthetic and asset-backed securitizations. Most recently, she has worked extensively with the Pan-Canadian Third Party Asset-Backed Commercial Paper Investors Committee in their efforts to restructure the non-bank sponsored asset-backed commercial paper market in Canada. In the field of corporate finance, Francesca represents both market participants and issuers in public financings and private investments of debt and equity. Francesca’s M&A practice has focused primarily on high profile, domestic and international mergers and acquisitions. Her practice has afforded Francesca significant exposure to the financial services, automotive, tech, telecom, natural resources, food and beverage and retail industry sectors. Francesca completed her LL.B. at Osgoode Hall Law School in 1987. She joined Goodmans in 1992 and became a partner in 1996.
William E Hewitt
William E. Hewitt, CFA, now retired, has served as Chief Investment Officer of Scotia Cassels Investment Counsel Limited, Principal Officer and Vice-President, Investments for Sun Life Assurance Company of Canada, and Secretary/Treasurer for Imperial Trustees (responsible for the investment management of the Imperial Oil Limited Pension Fund). He started his career after receiving an MBA from the University of Toronto as a securities analyst and corporate finance officer with Bache & Co in their Toronto office and moved on to become Treasurer and then Vice President Finance of Allpak Products (Richard Ivey family worldwide holding company) in London ON. He has also served on both public and private company boards of directors, including Extendicare Limited, Scotia Cassels Investment Counsel Limited, Allcora Explorations Limited, Helix Investments Limited, Health Care Ventures LP and Dynacare Health Services Inc. His extensive volunteer work has included service as a member of the Board of Regents of Victoria University in the University of Toronto, Chair and Trustee of the George R. Gardiner Museum of Ceramic Art, Trustee of the Rehabilitation Institute of Toronto and a Trustee of Eglinton St. George’s United Church at Lytton & Duplex in Toronto ON.
 Carolyn HurshChair, James Richardson & Sons Carolyn Hursh is Chairman of the Board, James Richardson & Sons, Limited, a family-owned corporation headquartered in Winnipeg, with interests in agriculture, oil and gas, financial services and real estate. Founded in 1857, the company celebrated its 150th anniversary in 2007. A Director of the Firm since 1991, Carolyn also chairs the Corporate Governance Committee, as well as all shareholder and family meetings. Carolyn also serves as a Director of Corus Entertainment Inc. Actively involved in a number of community organizations, Carolyn serves as Chairman of the Max Bell Foundation and as Director of the Alberta Mentor Foundation for Youth. Her past involvement includes the Family Business Management & Entrepreneurship Program at the University of Calgary; the Grace Foundation’s “Grace & Glamour for Women’s Health”, the Canadian Foundation for Aids Research, Strathcona-Tweedsmuir School, Webber Academy, and the Junior League of Calgary. Carolyn attended the University of Manitoba, where she obtained a Bachelor of Social Work in 1974, and Masters of Social Work in 1978. From 1974 to 1993, Carolyn served as a research consultant for several organizations across Canada in the field of social welfare. Carolyn is married to Larry Hursh,Q.C.; they live in Calgary and have three children.
Ruth served as the 2005 chair of the board of directors for the Edmonton Chamber of Commerce. She is a past president of the Alberta Magazine Publishers Association and currently serves on the boards of the University of Alberta, the Institute of Corporate Directors (Edmonton chapter) and the Banff Centre Leadership program, as well as the President’s Advisory Council for NAIT. She is also president of the Edmonton Business Council for the Visual Arts. Ruth was recognized as a Global Woman of Vision in 1998, a YWCA Woman of Distinction in the Entrepreneur category in 2003 and received the Advertising Club of Edmonton’s 2004 Fellowship Award for contributions to the industry and the community. In 2005, she was selected as the Allard Chair of Business by the MacEwan School of Business and received a Centennial Medal for service to the province. The Canadian Women in Communications selected Ruth for their 2008 Woman of the Year award, making her the first Albertan to receive this national honour. |
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Group Vice President President, Latin America, Africa and Middle East Maureen Kempston Darkes was appointed GM group vice president and president, GM Latin America, Africa and Middle East (LAAM) and a member of the General Motors Automotive Strategy Board, effective January 1, 2002. Prior to this appointment, she was president and general manager of General Motors of Canada Limited (GMCL) and vice president of General Motors Corporation, from 1994 to 2001. After joining the General Motors of Canada Limited Legal Staff in 1975, she became assistant counsel in 1979. She served on the General Motors Corporation Legal Staff in Detroit in 1979-1980 and headed the GM of Canada Tax Staff from 1980 to1984. From 1985 to 1987, she worked in the GM Treasurer's Office in New York and subsequently held the position of acting treasurer for GM of Canada until her appointment as general director, public affairs, for GMCL in April 1987. She was appointed GMCL vice president of corporate affairs in 1991 and elected to the GMCL Board of Directors. In addition to her corporate affairs responsibilities, she was appointed general counsel and secretary of GMCL in July 1992. Kempston Darkes serves on the boards of CN Rail and Thomson Corporation. During her tenure as president of GM of Canada, she was a board member of the Vehicle Manufacturers' Association; the Ontario Government Education, Quality and Accountability Board; and the Ontario Minister of Health's Women's Health Council. Kempston Darkes was appointed by the federal government to the Free Trade Agreement Automotive Select Panel in 1989 and, in 1994, to the Transportation Equipment Sectoral Advisory Group on International Trade. She also serves on the University of Toronto President's International Alumni Council. She has served as the former chair for major gifts for Women's College Hospital Fund Raising Campaigns; co-chaired the BC Cancer Foundation's Millennium Campaign, focused on genome science and research into finding cures for and treatment of cancer; and served on the board of Falconbridge Inc. Kempston Darkes was born and raised in the Toronto area. She holds a bachelor of arts degree in history and political science from Victoria College, University of Toronto. She also holds a bachelor of laws degree from the University of Toronto Law School and is called to the Bar of Ontario. She has received honorary doctor of law degrees from the University of Toronto, University of Victoria, McMaster University, Dalhousie University, Wilfrid Laurier University, and the Law Society of Upper Canada, an honorary doctorate of business administration from Laurentian University and an honorary doctor of commerce degree from Saint Mary's University. In 1997, Kempston Darkes received The Order of Ontario and was appointed as an Officer of the Order of Canada in 2000. The American Bar Association in 1998 recognized her with the Margaret Brent Women Lawyers of Achievement Award. In 1999, she received the Distinguished Service Citation from the Automotive Hall of Fame. |
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David King is an Executive Vice-President for Robert Half International and oversees strategic business initiatives for the firm’s Canadian operations. He is responsible for identifying regional, national and international trends to ensure the firm is effectively responding to market demands. He cultivates synergies among the company’s specialized staffing divisions to ensure optimal service delivery to Canada’s largest markets. David develops key relationships with clients and professional associations to promote the company’s vast array of service offerings and presents them with strategic staffing solutions for all accounting and finance resource challenges. In addition, David is a Robert Half spokesperson whose perspectives on workplace issues are often featured in Canadian print publications and broadcast media outlets. |
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Marc Levinson Marc Levinson is an industry economist at JPMorgan, and publishes frequently on energy matters. Previously, he was finance and economics editor of The Economist. He also is author of the widely praised book The Box: How the Shipping Container Made the World Smaller and the World Economy Bigger, published in 2006.
Peter is the Accounting Standards Director for the Canadian Institute of Chartered Accountants and heads up the Accounting Standards Board’s staff, located in Toronto. He has participated in the development of a number of Canadian and international accounting standards. Prior to joining the Board in 1990, Peter worked in the Finance department at Placer Dome Inc., an international public mining company, and was in professional practice in Toronto and Vancouver with Ernst & Young.
Fiona has been based in Toronto and Los Angeles and now primarily focuses on clients in Western Canada. She has specific experience in a variety of industries including: energy utilities, forest products, mining, oil and gas, technology/biotech and transportation. Prior to consulting, Fiona worked for several years as a corporate and commercial lender and has a B.A. in International Relations, and an M.B.A., both from the University of British Columbia.
Ian's brings more than 25 years of experience in public accounting with two national firms to his role of assurance and business advisory partner. Ian serves clients in owner-manager businesses. Recently he has focused in improving his industry knowledge and advisory expertise for Manufacturing and Distribution Companies. In addition to assurance and accounting, he ensures his clients are served with tax, financial forecasting, business planning, business valuation, litigation support and advisory services geared to their success. Having sat on the boards of several organizations, in leadership roles, Ian understands the value of relationship building and teamwork and as such, is an excellent business advisor. Ian worked for many years on owner-manager businesses, including providing business advice which has assisted in helping these businesses successfully grow revenues and profitability. His aim is to serve as his clients preferred advisor assisting with all major business decisions such as long term strategy, merger, acquisitions and divestiture decisions.
 Brendan MoorePresident & Chief Executive Officer, Brendan Moore & Associates Ltd Brendan is a founding partner of Brendan Moore & Associates Ltd. Headquartered in Oakville, Ontario, Brendan Moore is a firm of accounting professionals dedicated exclusively to providing Canadian sales tax solutions to North America’s premier organizations through the use of leading edge technology, technical expertise and seasoned business and audit experience. As President and Chief Executive Officer, Brendan is responsible for the business vision, strategic growth, profitability, marketing, client service and operations of the firm. He is involved in every aspect of the business, ensuring that the firm's culture of excellence, scrupulous attention to detail and congeniality is strengthened by example and remains without compromise. Prior to establishing the firm, Brendan was involved for numerous years in the financial services industry where he facilitated the strategic financing of various business ventures. Brendan is a member of the Upper Canada Chapter of the Young Presidents’ Organization. He is also involved with the United Way of Oakville, having served on the Campaign Cabinet for the past five years and as Campaign Cabinet Chair for 2006 and 2007. Brendan, his wife and three children are long time residents of Oakville.
Philip Morse Philip is a Principal in Towers Perrin’s Toronto office, with over 18 years of experience consulting to large Canadian employers. Philip has considerable experience assisting clients with the design, communication, and financing of their pension, savings and post-retirement benefit plans. Philip applies his strong technical background to assisting his clients address their various human resources, workforce planning, financial planning, and risk management objectives.
 Larry PollockPresident & CEO,Canadian Western Bank Larry Pollock has been leading the Canadian Western Bank (CWB) growth story since he was recruited as President and CEO in 1990. In guiding the Bank’s success, Larry’s philosophy has always been centered on people - both customers and employees. As an example, in the early 1990’s when Canada’s large banks were promoting the use of electronic services and reducing personal contact, CWB’s strategy was to engage customers and provide the type of “high touch” service Larry knew was necessary to build successful long-term client relationships. The bank still maintains its commitment to superior customer service, which is perhaps best exemplified by the fact that even today CWB does not use voicemail in its branches or corporate office during normal business hours. The bank’s culture is best described by its internal brand -“Think Western”. Larry’s strategy for Canadian Western Bank has been to focus on commercial loans to small to mid-sized businesses in the western provinces. Trust services to independent financial advisors, corporations, income trusts and individuals are provided through the Bank’s wholly owned subsidiaries, Canadian Western Trust Company and Valiant Trust Company. Canadian Direct Insurance Incorporated provides personal automobile and property insurance directly to customers in British Columbia and Alberta. Headquartered in Edmonton, the bank has branches in Alberta, British Columbia, Saskatchewan and Manitoba. Born in Yorkton, Saskatchewan, Larry earned a diploma in Business Administration at the Saskatchewan Institute of Applied Arts and Science and completed various courses at York and Ryerson Universities in Toronto and University of Calgary. He started his career as a manager trainee with Industrial Acceptance Ltd. (IAC) in Moose Jaw in 1968 and became Assistant General Manager and Branch Manager of the Edmonton Main Branch when AIC became Continental Bank of Canada in 1979. After its acquisition by Lloyds Bank Canada, he became Regional General Manager – Ontario West and then Vice President, Western Canada. |
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With 30 years of industry experience, Mr. Proll joined Canadian Natural in 2001 as Vice-President, Finance. He was appointed to his current position in May 2005. Prior to joining the Company, Mr. Proll worked as Vice-President, Finance & Business Development, with Husky Energy and as Vice-President, Finance, and Treasurer with its predecessor company, Renaissance Energy. Before that, he held various positions with Sulpetro and obtained his Chartered Accountant designation with PricewaterhouseCoopers. Mr. Proll holds a Bachelor of Commerce degree from the University of Saskatchewan. |
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Marvin Romanow is Executive Vice President and Chief Financial Officer of Nexen Inc. He started his career as a drilling engineer for a major independent oil company. His career has spanned many financial and operating roles, including professional and leadership roles in corporate finance, planning, business development, exploration and development, and reservoir engineering. Marvin has been a Director of the Canexus Income Fund since its inception. Canexus is the third largest North American supplier of bleaching chemicals to the pulp and paper industry. He is a member of the Board and Management Committee of Syncrude Canada, the country’s largest oilsands development. Marvin is also a Director of the Canadian Energy Research Institute, a leading North American energy thinktank. In addition, he has appeared as an expert witness in front of several federal and provincial energy regulatory boards and provided tax policy advice to Canada’s House of Common’s Finance Committee. In April of 2007 he was awarded Canada’s “CFO of the Year” award and in September of the same year he received the Petroleum Economist award for "Energy Executive of the Year 2006". Marvin grew up in a small rural community in southeast Saskatchewan. He received his Bachelor of Engineering from the University of Saskatchewan, with great distinction, in 1977 and his MBA from the same University in 1980. Marvin is also a graduate of Harvard’s Program for Management Development and in October of 2007 he completed INSEAD’s Advanced Management Programme. He recently co-chaired a highly successful $30 million capital campaign for the University of Saskatchewan in the Calgary region. Marvin is married with four children. He enjoys golfing, travelling and spending time with his family. |
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Christine Schuh leads the Climate Change Services practice for PricewaterhouseCoopers in Canada. She has had international experience negotiating, mediating, and presenting on climate change issues, particularly as they relate to the financial, business and audit aspects of greenhouse gases. She has advised international committees, federal and provincial governments and large multi-national companies on climate change business risks and greenhouse data management. Dr. Schuh is a Professional Engineer, a certified Environmental Management System Lead Auditor and a pioneer in the area of greenhouse gas verification. She specializes in combining business and science to generate creative, sound and practical solutions to problems.
Debbie Stein is Vice President Finance and Chief Financial Officer of AltaGas Income Trust. Ms. Stein is responsible for the strategic direction and leadership of the Finance and Information Technology groups. Ms. Stein joined AltaGas in January 2005 as Vice President Corporate Risk, was appointed to Vice President Controller on October 1, 2005 and promoted to Vice President Finance in January 2007. Ms. Stein has held senior roles in finance and controllership since qualifying as a Chartered Accountant in 1990. Ms. Stein is also a Certified Public Accountant and Certified Financial Risk Manager and a member of the Institute of Chartered Accountants of Ontario and Alberta as well as a member of the Global Association of Risk Professionals.
In his climate change practice, he focuses on emissions trading transactions (ERPAs and related financing and transactional documents for a broad range of CDM, JI, Alberta regulatory and voluntary carbon deals) and advising on corporate governance and climate change business planning issues. Gray acts on complex transactions, such as representing the largest private sector participants in the World Bank US$1-billion Umbrella Carbon Fund transaction and creating unique structures to facilitate participation by diverse entities in emission trading markets, including Natsource's Greenhouse Gas Credit Aggregation Buyers Pool and innovative arrangements related to voluntary environmental credit creation and trading. Gray's environmental law practice focuses on business and transactional issues, particularly in mergers and acquisitions and other commercial transactions, remediation projects, development of contaminated sites, environmental management systems and a variety of other energy, waste treatment, water and other natural resource projects. Gray is a past chair of the National Environmental, Energy and Resources Law Section of the Canadian Bar Association (CBA) and is recognized at the highest possible levels in Chambers Global and Lexpert. Adam Wagstaffe Adam joined TD Asset Management Inc. in April of 2000 and is the Portfolio Manager responsible for all money market mandates. Adam has 24 years of experience in various positions at TD Bank Financial Group including Chief Dealer of Foreign Exchange, Manager of Foreign Exchange and Money Market Japan, and Director of Asset Liability Management, Head Office. In total, he has over 28 years of experience in Canadian and International financial markets. Adam was educated in England and obtained his CIM in 2006.
 J. Angus WattManaging Director, Individual Investor Services, National Bank Financial Mr. Watt graduated from York University in 1974, entered the investment industry immediately, and is currently Managing Director, Individual Investor Services, National Bank Financial. His expertise is in assisting with long term Financial Planning, Group Benefits, and Estate Planning. He is a past recipient of the Investment Dealers Association ‘Program of Distinction Award’ for the Prairie Region. Mr. Watt is currently Chair of the Edmonton Police Services Foundation, board member of The TELUS Edmonton Community Board and David Foster and Friends Edmonton Committee 2008. He serves as an advisor to The Canadian Cancer Society, The Hearing Foundation of Canada and Little Warriors. Previously, Mr. Watt was twice chair of The United Way of Northern Alberta, and also chaired The Minerva Foundation, The Support Network, and The Support Network Foundation. He is a past recipient of the “Paul Harris Fellow”, awarded by the Rotary Club of Canada. Mr. Watt and his team manage over $500,000 in assets, have over 120 years of combined market experience, and are experts in Investment Management as well as Insurance and Benefits planning. As Central Alberta’s Business Authority, Mr. Watt broadcasts 62 times per week on Global TV and 630 CHED. |
Gordon Ball
Matt Bootle
Neil Brisley 
Karyn A. Brooks
John A. Carchrae, CA
James E.C. Carter 
Tom Connell
Lisa Dorian
Francesca Guolo
Ruth Kelly
David King 
Peter Martin, CA
Fiona MacDonald
Ian McDonald
Douglas A. Proll
Marvin Romanow
Christine Schuh
Debbie Stein
Gray Taylor