CFEE’s work is overseen and governed by a volunteer Board of Directors. Board members are from across the country and represent the perspectives of a wide variety of stakeholder groups. CFEE is committed to non-partisanship and a diverse Board of outstanding individuals helps to ensure we achieve and sustain that goal. We extend our thanks to them for their service.
Prakash Amarasooriya | TD Canada Trust Management Associate
Prakash Amarasooriya is a Management Associate at TD Canada Trust and the former School Boards Lead for the Toronto Youth Cabinet (TYC). He has been in the media lately for the financial literacy campaign he initiated in October 2016 in his work with the TYC. Prakash created a proposal to have financial literacy incorporated into the Ontario Grade 10 Career Studies course as well as a petition to get the attention of the public and the media. After months of preparation, and three weeks after publishing the petition, he obtained a meeting with the Ontario Ministry of Education and sat down with the Minister of Education herself, Mitzie Hunter.She readily saw the strong case Prakash made for financial literacy in schools and, two days after the meeting, Minister Hunter published a press release stating that she had accepted his proposal and will be putting financial literacy into the Grade 10 Careers course. He has done multiple interviews and podcasts on the importance of financial literacy as well as countless presentations teaching financial literacy through the Canadian Bankers Association, Junior Achievement and in his own spare time. Prakash graduated from York University with a Bachelor of Science Honours degree, majoring in kinesiology and a minor in Psychology. He was involved in a number of organizations while at York University, ranging from being the President of Doctors Without Borders and a Student Senator to the Salsa Club President (the dance, not the dip). He is also a published neuroscience researcher.
Michel Branchaud | Groupe Montaigne President
Mr. Branchaud is a civil engineer with a Masters degree in transport from Imperial College, London and an MBA from Strathclyde, Scotland. From 1973 to 1992, he held various positions, as project manager and president of subsidiaries within the Lavalin Group, the largest engineering and construction group in Canada. He joined the Société Générale de Financement du Québec in 1992 and, for 5 years, acted as Vice President, Metals and Minerals. From 1996 to 2000, he was the General Partner for an international infrastructure fund with, as Limited Partners, the Caisse de Dépôt du Québec and other key institutions such as Manulife, the Royal Bank of Canada and Hydro-Québec. Since 2001, Michel Branchaud is the President of Groupe Montaigne, a private business advisor group with North American and European principals whose mission consists in the identification, conception, negotiation, financial engineering, and syndication of real estate and other investment programs in Europe, Asia and North and South America.
Simon Brascoupé | First Nations Health Managers Association Director of Capacity and Member Services
Simon Brascoupé, Anishinabeg/Haudenosaunee – Bear Clan is a member of Kitigan Zibi Anishinabeg, Maniwaki, Quebec. Simon Brascoupé is an Adjunct Research Professor, Department of Sociology and Anthropology at Carleton University and an Adjunct Professor in the Department of Indigenous Studies at Trent University in Peterborough, Ontario. He has a B.A. and M.A. from State University of New York at Buffalo. He has been designated Certified First Nations Health Manager (CFNHM) from the First Nations Health Manager Association and a Certified Aboriginal Professional Administrator (CAPA) from the AFOA Canada. He was formerly Vice President, Education and Memberships at AFOA Canada were he oversaw the professional education certification programs, membership, community capacity workshops and financial literacy. He was engaged in the development and delivery of training for the Certified Aboriginal Professional Administrator and the Certified Indigenous Leadership programs. He has taught at Carleton University, Trent University, Queen’s University and McGill University. He is involved research on land-based healing, cultural safety, traditional medicine and traditional knowledge. He published an article Cultural Safety – Exploring the Applicability of the Concept of Cultural Safety to Aboriginal Health and Community Wellness in the Journal of Aboriginal Health, which is the most downloaded JAH article. Previously Simon Brascoupé was Chief Executive Officer, National Aboriginal Health Organization; Director, Primary Health Care Division, First Nations and Inuit Health Branch, Health Canada; and Director, Aboriginal Affairs Branch, Environment Canada. He has written and worked in the field of traditional knowledge and intellectual Property Rights and is on Trent University’s Ph.D. Indigenous Knowledge Council.
Rod Campbell | Atlantic Canada Consulting Associates Chief Executive Officer
Rod Campbell is currently the CEO of Atlantic Canada Consulting Associates Inc., a company specializing in leading creative change, for public, non-profit and private organizations. Rod has extensive training in group facilitation, communication, mediation and organizational planning and has authored many training programs. He has enjoyed a broad career in education and has taught in public high schools, authored curricula for the NB Dept. of Education, served as the Director of Professional Development and Communications for the New Brunswick Teachers’ Association, Director of the N.B. Centre for Educational Administration at UNB and as Superintendent of School District 6, Rothesay, NB. In 2002, Rod was named by Atlantic Canada Business Magazine as one of the top 50 CEOs. He is respected by union and management leaders for his commitment to re-building organizations.
Tung Chan holds a Bachelor of Arts degree (Sociology) from the University of British Columbia. He is a retired Honourary Captain of the Royal Canadian Navy. Before his retirement, Mr. Chan was the Chair of the Museum of Immigration at Pier 21 and CEO of S.U.C.C.E.S.S., a group of registered charities dedicated to promoting the well-being of all Canadians and immigrants. Mr. Chan emigrated from Hong Kong to Vancouver in 1974 and four years later started his 28-year career at the TD Bank. There, he occupied various positions, from VP Asian Banking to District Vice-President. Mr. Chan is also very active in his community and has been and continues to be involved on the boards of a number of organizations, including the Vancouver Foundation, the Rick Hansen Institute, the B.C. Premier’s Chinese Community Advisory Committee, the United Way of the Lower Mainland, and the Richmond Public Library. He was a frequent commentator in the media on social, multicultural, and immigration-related issues. In 2002 and 2012, Mr. Chan was awarded the Queen’s Jubilee Golden and Diamond Medals in recognition of his contribution to the community. In 2013 Mr. Chan was awarded an Honourary Doctor of Law degree by University Canada West. In 2014, Mr. Chan was awarded the Order of B.C.
Lori Cranson | George Brown College Dean, Centres for Community Services and Early Childhood, and Health Sciences
Lori Cranson is Dean, Centres for Community Services and Early Childhood, and Health Sciences, at George Brown College. In her role, she is responsible for student success, partnerships and field education. Lori co-chairs the College’s Field Education Committee as part of George Brown’s 2020 strategy. Lori is a catalyst and leader in the transforming of concepts and ideas into well-scoped large-scale projects. Lori was the recipient of the National Entrepreneurship Development Institute Award for Innovation in Entrepreneurship Education. Lori was a founding staff member of The Learning Partnership and under her leadership, the National Take Our Kids to Work program was launched in addition to several other national programs, such Entrepreneurial Adventure and Invention Convention, that support publicly funded education. Lori has a Bachelor of Arts and a Bachelor of Education from the University of Toronto, and a Masters in Education from the Ontario Institute for Studies in Education. Lori is also the author of 4 books and numerous articles. Lori has been an active member of the CFEE board for more than 20 years, most recently serving as Chair of the Program Committee.
Joanne De Laurentiis
Throughout her career, Joanne has focused on building, managing and guiding multi-stakeholder financial services organizations. She recently retired as President of the Investment Funds Institute, and has held a number of executive positions, including President & CEO of Credit Union Central of Canada, Mondex Canada, and Interac. She has served on a number of financial services, public sector and not-for-profit Boards and is currently a member of the National News Council. Developing and delivering financial literacy programs and information has been a constant through all of her endeavours. Joanne holds a Master’s Degree in Political Science from the University of Western Ontario.
Jeremy Fleming | Corton Capital Executive Vice President
Jeremy is a financial services executive with over 35 years of experience in capital markets and wealth management. He is currently Executive Vice President of Corton Capital, an asset management firm specializing in alternative investments. Prior to this, he spent the bulk of his career at TD Securities as Managing Director, where he was responsible for managing the firm’s relationship with TD Wealth. Jeremy has a BA in Economics from Queen’s University and holds numerous professional designations including that of a Chartered Investment Manager. He is also a Past Chair of the Toronto Bond Traders Association. Jeremy is married with three children and lives in Toronto.
Ian Graham | Royal Canadian Mint International Sales Director
Ian Graham is the Director of Sales for Bullion and Numismatic sales for Europe and the Asia – Pacific regions for the Royal Canadian Mint. From 1995 to present he has held several portfolios with the mint including National Account Manager, Canadian and North American Sales Manager, and International Sales Director. His responsibilities include managing a comprehensive and complex network of dealers and distributors in over 25 countries in these regions engaged in the sale of gold, silver, and platinum products, as well as collector coins and services. He has initiated successful sales and marketing campaigns in these regions while leveraging the brand, technology and the quality of the products manufactured by the mint. Ian has held numerous executive positions with many organizations related to this field. His passion for collecting coins and this hobby and his profession has seen him appear countless times on television, radio, in print and as a speaker at conferences, community groups and schools. The Royal Canadian Mint is a Canadian crown corporation responsible for the production of Canadian circulation and foreign circulation coinage, bullion and collector coins. Prior to joining the mint, he worked as a Financial Officer for a community entity responsible for all accounting, contractual, banking, negotiations, compliance and related issues. He is a graduate from the University of New Brunswick (Fredericton) with a Bachelor’s degree in Business Administration, majoring in Economics.
Kelley Keehn Personal Finance Educator & Consumer Advocate for the Financial Planning Standards Council
Kelley Keehn is a personal finance educator, media personality, speaker and best-selling, award-winning author of 9 books. She’s on a mission to “Make Canadians Feel Good About Money”. Her last two books, Protecting You and Your Money; A Guide to Avoiding Identity Theft and Fraud and A Canadians Guide to Money-Smart Living were published by the Chartered Professional Accountants of Canada. Kelley served on the National Steering Committee on Financial Literacy, serves on the board of Money Mentors, has been appointed to the Financial Consumer Agency of Canada’s Consumer Protection Advisory Committee and, is the Consumer Advocate for FP Canada.
Robert R. Kerton | University of Waterloo Adjunct Professor of Economics
Bob has worked many times with CFEE since its inception. He helped create the curriculum for Ontario’s first high school course in economics. At the University of Waterloo, Professor Kerton served as Chair of the Department of Economics and as Dean of the Faculty of Arts. His research has been on quality, price, financial services, and product standards, including double standards in international trade. He supervised the consumer research for the MacKay Task Force on the Future of Canada’s Financial Services Sector. Its recommendations led to the creation – in 2001 - of Canada’s Financial Consumer Agency. Bob was a leader on international matters for the American Council on Consumer Interests (ACCI), the world’s largest academic association for consumer research and education. He served ACCI as elected President in 2004-05. As a long-time volunteer for consumer organizations, he spent considerable time explaining economic issues in plain language. He has testified on more than two dozen occasions before parliamentary and senate committees on economic issues affecting consumers, including the GST, trade, banking, competition and regulation.
Trevor Krahn | IG Wealth Management Director, Sponsorship and Community Engagement
Trevor Krahn is the Director of Sponsorship and Community Engagement for IG Wealth Management. In his role, he is responsible for the strategic direction and execution of the company’s sponsorships and national community investment program. He has over 16 years’ experience within the financial services industry in various marketing and community related roles. Trevor also sits on a number of national thought and practice leadership councils, including the Conference Board of Canada’s Corporate Community Investment Council and Volunteer Canada’s Corporate Council on Volunteering. In addition, he is an Advisory Council member for the Manitoba Financial Literacy Forum which works to improve financial literacy within the province. He is an Honours graduate from Red River College and has also obtained an Investment Funds Institute of Canada Certificate, Marketing Management Certification and his Certificate in Corporate Community Involvement Management through Boston College.
Denis Leclerc | Fonds de la solidarité FTQ Executive Vice-President, Shareholder Services and President, Economic Training Foundation
Denis Leclerc was present since the early days of the Solidarity Fund QFL in 1985. The Fund is a development capital company that is offering and solidarity of all Quebecers. Its main mission is to help create and maintain jobs in Québec by investing in small and medium enterprises. Denis Leclerc has held since 1997 as Senior Vice President of the Fund and the shareholders registered as such, the steering committee. Upon his arrival in office, the Fund counted 328,338 shareholders. It now has over 615,000. Since 2002, Mr. Leclerc is also president and CEO of the Foundation for economic education. union activist for many years, Denis Leclerc was, in 1980, president of the Association of Workers Central Quebec. He was also part of the union bargaining committee at CIP group inc., Trois-Rivières. He also served on the boards of directors of the Association of Certified Human Resources and Industrial Relations, House Casks and institutions Dulong, in Bordeaux, France. Denis Leclerc studied communications, administration and marketing. He holds a diploma in corporate governance, the College of Corporate Directors of the University Laval. Mr. Leclerc is on the Board of Directors Kruger Wines and Spirits. He is also a member of the Federation of Workers of Quebec, the Directors College, Advertising Club of Montreal, the American Marketing Association and the Association of Financial and tax planning.
William McNamara | Torys LLP Partner
- BCL, 1985, McGill University LLB, 1981, McGill University
- BA, (Honours), 1977, Concordia University
- British Columbia, 2013
- Québec, 1986
- Ontario, 1983
- William (Bill) McNamara’s practice involves a broad range of commercial litigation matters, with emphasis on the defence of product liability class actions, anti-trust law (price fixing, bid-rigging, misleading advertising, illegal trade practices and deceptive marketing practices), infrastructure and construction claims, banking law, insolvency, restructuring and corporate disputes.
- Bill has appeared before the courts in Ontario, Quebec, British Columbia and Alberta; the Competition Tribunal; the Federal Court of Canada and the Federal Court of Appeal; and numerous private arbitral panels. He is fluently bilingual in English and French, and completely at ease conducting trials or appellate advocacy in either language.
- Law Business Research's Who’s Who Legal: Canada—Leading Canadian lawyer in in life sciences (2014)
- Law Business Research's Who’s Who Legal: International Who’s Who of Life Sciences Lawyers—Leading lawyer in life sciences (2011–2013)
- Practical Law Company's Cross-border Life Sciences Handbook (2007-2011)
- a manufacturer of construction materials in connection with product liability and recall issues relating to asbestos-containing products
- various construction sector clients in the defence of infrastructure and construction claims relating to the timeliness of project completion, design, building envelope integrity, heating and ventilation systems, tendering fairness and project costs
- Bayer and related entities in the defence of product liability class actions and single-plaintiff claims relating to prescription combined oral contraceptives
- Bayer and related entities in the defence of product liability class actions in multiple Canadian provinces relating to an intraunterine contraceptive device
- Tecumseh Products and related entities in the defence of class actions relating to allegations of price-fixing and anti-competitive behaviour in the compressor and small-engine industries
- LAN Airlines in the defence of class actions and criminal proceedings relating to allegations of price-fixing and anti-competitive behaviour in the air cargo industry
- GlaxoSmithKline in the defence of product liability class actions relating Paxil (anti-depressant; allegations of birth defects and depression in adolescents).
- Merck Frost Canada in the defence single-plaintiff claims for economic and equitable damages relating to allegations of patent manipulation in respect of prescription medications Cosopt and Trusopt
- Merck Frost Canada in the defence of class actions and single-plaintiff claims relating to Fosamax (bone mineral density; allegations of necrosis of the jaw)
- Wyeth Canada and related entities in the defence of class actions relating to Cough and Cold medications (allegations of consumer misrepresentations in the labelling)
- Wyeth Canada and related entities in class actions relating to Premarin and PremPlus (hormone therapy; allegations of breast cancer in women)
- Pfizer and Pfizer Canada Inc. in the defence of class action and single-plaintiff claims for economic and equitable damages relating to allegations of patent manipulation relating to Viagra (ED)
- Pfizer and Pfizer Canada Inc. in the defence of product liability class actions and single-plaintiff claims relating to Depo-Provera (injectable contraceptive; allegations of Bone Mineral Density loss); Champix (smoking cessation treatment; allegations of neuropsychiataric events); Lipitor (cholesterol; allegations of adverse cardiac and related events) in Ontario, British Columbia, and Quebec
- SGL Canada and related entities in the defence of class actions relating to allegations of price-fixing and anti- competitive behaviour in the graphite electrodes and carbon electrode industries
- Sears Canada in the defence of criminal and quasi-criminal proceedings before the Competition Tribunal relating to ordinary price claims
- Clarke Transport Canada in the defence of anti-trust criminal proceedings relating to allegations of price- fixing in freight forwarding
- Les Laboratoires Servier, Servier Canada and related entities in the defence of product liability class actions and single-plaintiff claims relating to Pondimin and Ponderal (appetite suppressant; allegations of PH and cardiac valvular disease)
- Bill served as counsel to the Royal Commission of Inquiry into the Presence of War Criminals in Canada between 1985 and 1987. The commission’s report led to the adoption of amendments to various Canadian laws, including the Criminal Code. These amendments have facilitated the prosecution of war criminals in Canada and, in at least two cases, led to the deportation of war criminals who gained entry into Canada illegally.
- The Advocates’ Society
- Canadian Bar Association (Past President, National Construction Law Section; Former member, National Sections Council Executive)
- DRI - The Voice of the Defense Bar
Susan Moellers FCPA, FCMA, MBA, BA, CDir, ACC, HRCCC
During the first half of her career at Scotiabank, Susan held progressively senior roles in finance and risk management, culminating with VP & Comptroller International Banking. She then fulfilled a number of special-project assignments, taking leadership roles in mergers and acquisitions, the implementation of an international shared services organization, the development/execution of Scotiabank’s international leadership strategy, promoting diversity and inclusion and creation of a corporate finance function dedicated to supporting HR, Marketing and Communications. Susan develops young leaders by participating in the McMaster MBA and Chartered Professional Accountants (CPA) mentoring programs. She supports her community through board/council leadership roles with CPA, Queen’s University and Theatre Passe Muraille. Susan has held various committee and board chair roles on not for profit boards over the past 9 years. Susan led the Certified Management Accountants of Ontario board during the merger of the accounting bodies in Ontario and was Chair of the merged CPA organization following integration, initiating governance reform. She is now serving CPA on the national board.
Stuart Murray | The City of Human Rights Education President & CEO
Stuart Murray is the current President & CEO of the City of Human Rights Education (The COHRE). He was appointed as the first Chief Executive Officer (CEO) of the new Canadian Museum for Human Rights, Canada’s fifth national museum and the first to be built outside the National Capital Region, in September 2009. Mr. Murray has served as President and CEO of the St. Boniface Hospital and Research Foundation since 2006. He became Leader of the PC party of Manitoba in 2000 and resigned in 2006. Stuart also worked as President and CEO of DOMO Gasoline Corporation Ltd. from 1989 to 1999. His past positions include working with the Prime Minister of Canada from 1985-1989, Media Director and fundraiser for the Canadian Opera Company as well as Road Manager for the rock band Blood, Sweat & Tears. Stuart has also been very active in the community. As volunteer Chairman of the 1999 World Junior Hockey Championships in Winnipeg, Stuart and his team organized what was the most successful tournament in its 20-year history. He was also Manitoba Co-Chair of the Royal Winnipeg Ballet (RWB) Sustaining Applause Campaign, raising in excess of 10 million dollars. He received the Queen Elizabeth II Diamond Jubilee Medal in 2012 for his contributions to Winnipeg and Manitoba.
Stephen Petherbridge Media Consultant
Stephen Petherbridge has been associated with CFEE for more than 20 years and is a member of the Executive Committee as well as the Board. He has long experience as a media executive in Britain, Australia and Canada. He has been managing editor of the Toronto Star, Executive Editor of the Financial Post and publisher of several magazines, including the Globe and Mail’s Report on Business Magazine. As a Vice-President of the Globe, he was a co-founder of Report on Business Television, now the Business News Network. He was also a professor of journalism at Ryerson for five years. He is currently editor of the online Globe and Mail Classroom Edition and a consultant in all aspects of media, providing advice on reshaping business models, including the transition to the digital era.
John Platt | Manitou Investment Counsel Director, Institutional Investment Management
John Platt joined Manitou in 2016 as Director, Institutional Investment Management. Prior to joining Manitou he was a principal at HighView Financial Group for eight years and prior to that John held a senior management position in BMO Nesbitt Burns’ Private Client Group. John is a graduate of the University of Toronto and Dalhousie University and has been a board member of several charitable organizations including Appleby College, The Oakville Hospital Foundation, The Oakville Community Foundation and Knox Heritage Place, a not-for-profit senior’s residence in north Oakville. He currently serves as a Trustee of the Appleby College Foundation, (serving on its Investment Committee), and is on the Stewardship Committee of the Oakville Hospital Foundation.
Tom Prins lives in Manitoba with his wife and daughter. He has worked in the educational system with teachers and students from Middle Years to Post Secondary for the past three decades. During his career with the Manitoba Department of Education he provided leadership in the areas of Career Development, Business Education and financial literacy. Tom has been the departmental lead in partnering with CFEE to integrate financial literacy into compulsory curricula (Building Futures Project). Tom’s responsibilities included bringing the following programs to Manitoba: The Blueprint for Life/Work Designs, Manitoba’s framework of career development learning outcomes; The Real Game Series, Canada’s most popular career simulation program; Career Cruising, Manitoba’s online career information system; and Take Our Kids to Work. All of these programs are now integrated into the school system. He was also the founder of the Winnipeg and Brandon Career Symposium. As well as providing leadership and professional development regarding the integration of the various programs, Tom also served in various other capacities. He was the Department spokesperson on policies regarding graduation requirements and the evaluation of out-of-province course completions for credit towards Manitoba High School graduation. Tom’s favorite pastime is cruising on the beautiful Lake of the Woods in Kenora, Ontario, with his family on their sailboat.
Michael Thompson | Toronto City Hall Deputy Mayor Chair, Economic and Community Development Councillor, Scarborough Centre, Ward 21
Deputy Mayor Michael Thompson is Chair of Toronto’s Economic and Community Development Committee and a member of the Executive Committee. Now in his fifth term as Councillor, Michael has earned a reputation as one of Toronto’s hardest working and most effective political leaders. Michael is known to his constituents as a community builder committed to bring people together in a spirit of collaboration. He is a firm believer in the critical value of culture as a builder of strong communities. When he first took office, he co-founded the Taste of Lawrence Avenue East Festival, which brings together tens of thousands of people each year to experience local performing arts and cuisine. In 2013, he led the City’s efforts to create a new arts and culture plan that provided a bold, new roadmap for cultural vitality, strengthened arts spending and launched a new era of collaboration among arts and culture groups across the City. Michael was also the first Chair of Toronto’s Music Advisory Committee, and played a key role in efforts to attract international film and television productions and studio investments to Toronto. He is the recipient of the African Achievement Award for Excellence in Politics, the York University International Award, the Jain Society of Toronto Community Award, the Bob Marley Award and the Bob Marley Lifetime Achievement Award. He continues to work with a number of charitable organizations including participation in the LIUNA Local 506 scholarship fund.
Douglas E. Turnbull | DBRS Limited Vice Chairman and Country Head, Canada
Doug Turnbull is Vice Chairman and Country Head, Canada at DBRS. In this role, Mr. Turnbull is responsible for overseeing all of DBRS’s day-to-day operations in Canada. As part of the executive team, Mr. Turnbull also focuses on the strategic development of DBRS’s global rating business and senior outreach activities for the company. Mr. Turnbull has more than 35 years of experience in the investment banking industry and is the retired Deputy Chairman of TD Securities Inc. Mr. Turnbull has worked in Toronto, Tokyo and New York, where he advised government, corporate, infrastructure and public-sector clients on numerous public and private market transactions. Mr. Turnbull is Chairman of the board of directors of The Canadian Ditchley Foundation. He is also a member of the Advisory Committee of the Intact Centre on Climate Adaptation and sits on the Advisory Board of Avana Canada Inc. In addition, Mr. Turnbull has held a number of board positions with public-sector and not-for-profit organizations, including Metrolinx, the Ontario Financing Authority, George Brown College Foundation, the Toronto Financial Services Alliance, the Advisory Panel of the Canadian Electricity Association and ORBIS Canada. In 2014, Mr. Turnbull was appointed by the Government of Canada as one of two Co-Chairs of the Assembly of First Nations, Joint Working Group on Resource Development.
A journey through print and electronic media. René Vézina has been working in communications for over 40 years. As a journalism and political science graduate from Université Laval, he began his career in 1977 on the radio and on television for Radio-Canada in the Gaspésie region before moving on to the national network in Montreal. He then moved onto scientific journalism, with an interest in economics, which has since became the area he enjoys most. He was editor-in-chief of Les Affaires from 2002 to 2005, and then remained there as a columnist until June 2018. He also hosted the show Finances on the TVA network for three years, and Déficit Zéro on Télé-Québec in 2013. He is still on the radio with daily shows on Radio-Canada in Montreal in the morning and at noon, and frequently collaborates with various radio stations throughout Quebec. In the fall of 2008, he published the guide Comment parler aux médias, through Éditions Transcontinental. The Institut québécois de planification financière awarded him the Prix de journalisme en littératie financière 2014 for his work. His ongoing challenge is to help others understand the movements of the economy, as it is experienced day to day.
Terri Williams, CFP®️ is a financial literacy advocate with extensive experience in the financial services industry. Prior to retiring from Scotiabank in 2018 as Vice President, Corporate Social Responsibility, Terri held several senior management roles, including Vice President of Marketing, Global Wealth Management and Commercial Banking at Scotiabank and Vice President, Editorial and Advisor Services at Dynamic Funds and DundeeWealth. She was also President of the Ontario Securities Commission’s (OSC) Investor Education Fund, where she led the development and implementation of several financial literacy resources and programs. Prior to moving into the financial services industry, Terri was a journalist writing on financial and consumer issues for numerous publications. She is currently enjoying "rewirement" as an independent consultant helping her clients with strategy, consumer empowerment and engagement, personal finance content development and delivery. She is also a volunteer Board Member of Credit Canada Debt Solutions and the Canadian Foundation for Economic Education. She serves on the OSC’s Seniors Expert Advisory Committee and is on the Advisory Board for The Women's Collection and Chairs its Editorial Board. Terri writes a monthly senior-focused Mature Living column for the Lakefield Herald and is on the Advisory Committee of the Abbeyfield House Society of Lakefield.