FORUM 2019 Speakers


Monday June 17, 2019 

Tuesday June 18, 2019 

Wednesday June 19, 2019 

Jim Harris

Kevin Dougherty

Gregor Jeffrey

Jim Harris 

Disruptive Innovation & Organizational Change Expert

Kevin P. Dougherty

Executive Vice-President, Innovation and Partnerships
Sun Life Financial

Gregor Jeffrey

Expert on the Neuroscience of Communication

Jim Harris is one of North America’s foremost management consultants, authors and thinkers on disruptive innovation, change and leadership. His presentations and consulting work have helped companies anticipate change and adjust to and stay ahead of emerging market trends

Kevin P. Dougherty focused on accelerating business growth in Sun Life’s businesses around the world, through innovation and partnerships. He is responsible for advancing Digital, Data Analytics, and the use of Artificial Intelligence in Sun Life’s operations and business models, as well as the development of the company’s Digital Health Solutions Group, Insurance Research Lab, and external partnerships in Reinsurance, Fintech, and Healthtech.

Gregor started his career in the Calgary defence sector. He has since worked in Vancouver’s high-tech sector and Silicon Valley before returning to the defence and aerospace industry. As the Founder of Jeffrey Strategic, he now uses his unique, science-based training to deliver innovative talks and workshops to organizations across North America, ranging from Fortune 500 companies to non-profits.


By alphabetical order 
Jesse Adams

Jesse Adams, MSc, BKin
Head of Strategy and Operations
Howatt HR

Jesse is Howatt HR’s Head of Strategy. As a part of his current role, Jesse continues to use his in-depth knowledge of strategic HR, workplace health and wellness, and predictive modelling to support organizations in implementing evidence-based solutions for tangible impacts on key business metrics.

For the last 10+ years, Jesse has worked in the field of health and performance as the National Lead for Morneau Shepell’s THI Analytics team, contributor to the Q-Life, Olympic athletes, business professionals, and companies striving to achieve a healthy and sustainable lifestyle.

Jesse is also a contributing author to The Globe and Mail, and white papers with the Mental Health Commission of Canada and Morneau Shepell. These have a key focus on understanding mental health and developing a total health strategy among other topics pertaining the health, engagement, and productivity of organizations.

Jesse has also developed an innovative behaviour modification model known as Behavioural EngineeringTM; this model attempts to provide a framework for an individual’s behaviours, motivation, and cognitive processing when engaging in pro-health and anti-health decisions and actions.

Jason Billard

Jason Billard, CPHR/MBA 
Senior Vice President, West Region Leader
Morneau Shepell

Jason is a Senior Vice President at Morneau Shepell and is the firm’s Region Leader for Western Canada. He is responsible for leading client management and business development activities across the region and for ensuring our clients have access to the full suite of services available at Morneau Shepell.

For over 20 years, Jason has provided strategic consulting services to clients that span the HR continuum from benefits, pension and total compensation to administration, engagement and absence management. Jason’s particular areas of expertise include communication, employee research and total rewards strategy.

Jason is a Chartered Professional in Human Resources (CPHR) and holds a Master of Business Administration from the Schulich School of Business (York University), a Bachelor of Public Relations from Mount Saint Vincent University and a Bachelor of Arts from Acadia University.

James Robert Binny

James Robert Binny 
Managing Director, Global Head of Currency and Head of Investments Ireland
State Street Global Advisors

James is Global Head of Currency . He joined the company in January 2016 as Head of Currency for EMEA. He is responsible for managing the Currency Portfolio Management team and for driving our strategic vision for Currency.

James has 27 years of Foreign Exchange experience, predominantly in investment management, where he has worked on or led teams at firms such as Brevan Howard, Gartmore and County NatWest. He also managed a currency manager of managers product at ABN AMRO Bank. He is well known as an industry innovator, and was one of the first individuals to work on Currency Factor processes over a decade ago. James joined us from Lloyds Commercial Bank, where he was Head of FX Quantitative Solutions. In this role, he created and led the team responsible for advising clients on currency investment processes both for risk and return.

James graduated with a first in Engineering Science from Oxford University.

Pierre Bouchard

Pierre Bouchard, CFA 
Lead Portfolio Manager
Cidel Asset Management Inc.  

Pierre Bouchard is the lead Portfolio Manager on the Cidel Canadian Total Return Equity Portfolio and a senior member of the equity team. Cidel Asset Management’s strategies have a long and successful track record and enjoy a leading reputation for low volatility investing in Canadian markets. Pierre joined Cidel’s predecessor, AMI Partners, in 2007 as an assistant portfolio manager specializing in small cap Canadian equities. He became a full partner in 2010, and expanded his work with the investment management team. Pierre has previously worked as a research analyst at a major Canadian financial institution. He is a CFA Charterholder. Before beginning his investment career, Pierre was an aerospace engineering officer with the Royal Canadian Air Force.

Derek Burleton

Derek Burleton
Vice President & Deputy Chief Economist
TD Bank

Derek is Vice President and Deputy Chief Economist for TD Bank Group. In his role, he leads a team of economists that provides leading analysis on the Canadian and U.S. economies. Each year, he travels extensively across the Canada and the U.S., speaking at more than 75 events on economic and financial developments. As a respected commentator, Derek has been quoted by many media outlets – including the London Financial Times and the Economist. He also is frequently interviewed on the radio and television.
Derek maintains a strong interest in public policy issues, and has written substantive reports on health care sustainability, education and immigration reform. He participates in a number of advisory and steering committees both internal and external to TD Bank Group and currently serves on the Board of the Toronto Association of Business Economists (TABE).
Derek Burleton received his Bachelor of Commerce from Queen’s University and an M.Sc. in Economics from the London School of Economics. Derek has more than 20 years of experience as an economist in the financial industry.

Kelly Cardwell

Kelly Cardwell, MBA, CPHR 
Vice President, Human Resources
Bosa Properties

Kelly Cardwell has been with Bosa since July 2015 as Vice President, Human Resources. Kelly’s focus at Bosa has been with setting up an HR function within an entrepreneurial company, and developing and implementing initiatives that support, grow and engage employees. Prior to joining Bosa, Kelly was the Director of Human Resources for Best Buy Canada for over 10 years where she was responsible for overseeing all aspects of Human Resources, including compensation, payroll, HRIS, and Healthy and Safety. In addition Kelly worked in a global HR role for 5 years with Finning and 5 years of consulting experience working for a wide range of clients on various people-focused issues.

Ross Dunlop

Ross Dunlop, FSA, FCIA, CFA 

Ross brings over two decades of experience in the industry and provides clients with a wide range of expertise in investment and actuarial consulting. His investment experience extends to managing complex administration cases, analyzing investment performance, risk and objectives as well as the preparation of actuarial valuation reports. In addition, Ross consults on both flat benefit and final average salary type pension plans.

Ross has a Bachelor of Commerce (Honours) degree with a major in Actuarial Science from the University of Manitoba, has a Chartered Financial Analyst (CFA) designation, and is a Fellow of both the Society of Actuaries and the Canadian Institute of Actuaries.

Alan Dunne

Alan Dunne
Managing Director
Abbey Capital

In his role, Alan oversees market and portfolio analysis and research thought pieces. As a voting member of the
investment committee Alan participates in all aspects of Abbey Capital’s manager appraisal activities.

Before joining Abbey Capital in 2012, Alan was Investment Director with Ulster Bank Wealth, where he was responsible for investment strategy and asset allocation. Prior to that, he was Investment Strategist at Allied Irish Capital Management. Alan started his career at Bank of America, London, as a technical analyst and proprietary trader in the FX division. He subsequently worked with Bank of America in Hong Kong and Singapore as Senior Research Analyst in FX, before joining BNP Paribas as a fixed income strategist in Emerging Markets in London.

Alan is a CFA holder with a BA in Economics from Trinity College Dublin, an MSc in Investment Management from
Hong Kong University of Science and Technology and an MBA from University College Dublin.

Matthew Gaudry

Matthew Gaudry 
Director, Product Support & ManagementCustomer Experience & Marketing, Group Customer
Great West Life 

Matthew has 10 years experience working in the Group Life and Health space with the majority of that time spent on the prescription drug space and 15 years experience overall in the financial services industry 

As Director, Product Support and Management, he oversees a team that is responsible for maintenance, support and product development for existing Group Life and Health products on the GWL product shelf.

Alex Grassino

Alex Grassino
Senior Investment Strategist, Macroeconomic Strategy
Manulife Asset Management 

Alex Grassino, BA, MSc, is senior investment strategist in the Macro Strategy Team for Manulife Investment Management. Alex provides macroeconomic and financial markets research in North America and helps implement the tactical asset mix overlay for selected Canadian balanced fund mandates. Alex joined Manulife Asset Management when Standard Life's Canadian operations were acquired by Manulife in January 2015. Prior to joining Standard Life Investments in 2012, Alex worked as an equity research analyst at Laurentian Bank Securities, and as a financial markets economist.
Alex has a Bachelor in Economics & History from McGill University and a Master in Financial Services Management from the University of Surrey,

Erica Hiemestra

Dr. Alexandra Greenhill MD
Founder, CEO and Chief Medical Officer
Careteam Technologies

Alexandra is a physician leader turned tech entrepreneur, with a 15+ years track record  of $100m+ healthcare innovations. Cofounded award-winning tech companies, is an EIR and a TedX speaker, Top 40 under 40, Most Influential Woman in STEM, WXN Most Powerful Woman, Startup Canada Woman Entrepreneur of the the Year, CMA Joule Awards recipient and received the Queen Elizabeth II Medal of Service. "The important 80% happens outside hospitals and clinics, yet there is no effective method to optimize it. Our mission is to solve this problem."

Erica HiemestraErica Hiemstra
Assistant Vice President, Distribution
Canadian Life and Health Insurance Association Inc.

As AVP, Distribution, Ms. Hiemstra is responsible for overseeing insurance distribution and market conduct matters related to life and health insurance products and services.
In addition, she leads the Association’s work in consumer complaint matters, particularly with respect to issues relating to consumer recourse challenges and the industry’s ombudservice, the OmbudService for Life & Health Insurance.
Ms. Hiemstra has worked at CLHIA for nineteen years in various distribution, compliance, consumer complaints and electronic communications roles. She obtained her B.A. from the University of Toronto.
Ben Homsy

Ben Homsy, CFA 
Portfolio Manager, Fixed Income
Leith Wheeler Investment Counsel Ltd.

Ben Homsy is a fixed income portfolio manager, macroeconomic strategist, and member of the Leith Wheeler Portfolio Review Committee, which determines firm-wide asset allocation guidelines. He joined Leith Wheeler in August 2014, with over 20 years of experience spanning three continents. Ben was most recently an Executive Director at JPMorgan Chase, where he ran the Institutional FX Sales business for West Coast USA and Western Canada based in San Francisco (2012-2013), after running the company's European currency hedge fund sales in London (2009-2012). Ben also worked as a currency sales-trader at Goldman Sachs in London (2001-2009), and in Arthur Andersen's Audit and Business Advisory group in Sydney, Australia. A graduate of the University of Sydney, Australia (B.Comm, Finance 1997), Ben is also a Chartered Accountant with the Institute of Chartered Accountants Australia (ICAA), and holds the Chartered Financial Analyst (CFA) designation.

Bradly Hough

Bradley Hough, FIA, ACIA, CAIA

Bradley Hough is a consultant with over 10 years of experience. He specializes in asset liability management, risk management, and alternative investment classes. Prior to joining PBI, Bradley was an investment and actuarial consultant with a global HR and finance company. Bradley provided investment, actuarial and general consulting services to a range of clients in the UK and Canada. In his previous role, Bradley was also involved in research and developing investment practice policy.

Bradley also has specialist expertise in alternative strategies, including private markets, portable alpha and the use of derivative based strategies.

Bradley is a Fellow of the Institute of Actuaries (FIA), an Associate of the Canadian Institute of Actuaries (ACIA), a CAIA charter holder, and is currently studying for the Financial Risk Management (FRM) designation. He holds a Bachelor of Science degree in Physics from the University of Exeter.

Paul Kennedy

Paul Kennedy
Chief Actuary

Paul Kennedy is the Chief Actuary for Mercer’s Health business in Canada. Paul joined Mercer in 2006.

Paul advises a variety of private and public sector clients on plan renewals, benefit audits and plan implementations. As a qualified actuary, he provides actuarial analysis relating to the financial management of group benefit plans, including actuarial valuations of non-pension, post-employment and post-retirement benefit plans. He also plays an active role in creating, improving and updating Mercer’s internal processes and tools.

Paul has his Ontario life license and is a Fellow of the Society of Actuaries and the Canadian Institute of Actuaries. For the past three years, he has been the Vice-Chair of the Society of Actuaries’ Group Health Education Committee, and has drafted six Fellowship-level examinations, each administered to more than 300 prospective group benefit actuaries globally. He graduated from Queen’s University in 2006 with a bachelor of science in mathematics.

David Knox

Dr. David Knox, BA PhD FIAA
Mercer, Australia

David is a Senior Partner at Mercer and Senior Actuary for Australia. He is the National Leader for research and policy; actuary to the Tasmanian and Western Australian public sector superannuation plans; and lead author of the Melbourne Mercer Global Pension Index, now in its tenth year.

Before joining Mercer, David was at PricewaterhouseCoopers and prior to that he was the Foundation Professor of Actuarial Studies at The University of Melbourne. In his two decades in academia, he acted as a consultant to a range of financial organisations, in both the private and public sectors, specialising in pensions and retirement incomes. He has spoken and written widely in this area and has served on many Government and industry committees.

David was an independent Board member of Australian Prudential Regulation Authority from 1998 to 2003 and President of the Institute of Actuaries of Australia in 2000.

Abraham Koomson

Abraham Koomson 
Managing Director, Pensions
Office of the Superintendent of Pensions

Abraham Koomson is the Managing Director, Pensions, with the Financial Institutions Commission (FICOM) of British Columbia. He has over 24 years of experience in the pension industry in both the private and public sector working in pension administration and regulation. He joined FICOM in 2008 after 14 years with a Canadian Life Insurance Company in charge of pension administration, and 4 years responsible for the administration of public sector pension plans.

Abraham has been the lead in the development of a Risk-Based Supervision Framework for pension plans registered in British Columbia. He is also a member of a number of CAPSA committees dealing with new pension plan design initiatives and harmonization of pension rules.

Abraham has an MA in Economics and an MSc in Regional Planning and holds a Certified Employer Benefit Specialist (CEBS) designation.

Kim Lee

Kim Lee
Director, Product Development, Group Customer Product & Experience
Great-West Life

Peter Lukasiewicz

Peter Lukasiewicz  
Gowling WLG Canada

Peter Lukasiewicz is the chief executive officer (CEO) of Gowling WLG (Canada) LLP. He also is the co-chair of Gowling WLG's global board.

In these roles, Peter is responsible for guiding the firm's Canadian and international strategies, and championing Gowling WLG's core belief that the best way to serve clients is to be in tune with their world, aligned with their opportunity and ambitious for their success.

Peter previously served as the firm's external managing partner, with primary responsibility for client relationships. He also served as managing partner of the Toronto office for 15 years.

Prior to becoming CEO, Peter practised as a senior commercial litigator, counselling and representing domestic and global clients in a wide range of complex commercial disputes. He has been repeatedly recognized as one of Canada's leading commercial litigators by the Canadian Legal Lexpert Directory and The Best Lawyers in Canada.

Peter is actively involved in his community. He is a member of the board of directors of Indspire, an Indigenous-led charity that invests in the education of First Nation, Inuit and Metis students across Canada. In 2014-15, he was president of The Advocates' Society, Canada's premier organization for advocates, having served on its board for the previous eight years. From 2006 to 2010, he chaired Ryerson University's board of governors.

In recognition of his community service, Peter was awarded the Queen's Diamond Jubilee Medal in 2012 and the Queen's Golden Jubilee Medal in 2002.

Dhruv Mallick

Dhruv Mallick, CFA
Fixed Income High Yield Manager
Leith Wheeler

Dhruv Mallick joined Leith Wheeler in January 2015 as a credit analyst, focusing on both investment grade and high yield credit. Dhruv has over 15 years of investment experience in credit markets. He previously managed U.S. high yield and investment grade credit portfolios at both CQS in London and Barclays Global Investors/BlackRock in San Francisco, and worked as a credit analyst at Pacific Investment Management Company (PIMCO) in Newport Beach. Dhruv is a member of the Leith Wheeler Portfolio Review Committee which determines firm-wide asset allocation guidelines. He earned his Masters in Financial Markets from the Illinois Institute of Technology and also holds a Bachelor of Neuroscience from Grinnell College, Iowa and the Chartered Financial Analyst (CFA) designation.

Leila Mendlson

Leila Mandlsohn
Senior Pharmacy Strategy Consultant
Green Shield Canada

Leila is a Senior Pharmacy Strategy Consultant in the Pharmacy Strategy Team at Green Shield Canada (GSC). In this role, she is responsible for all facets of drug claims, including drug evaluations, formulary design and maintenance, pharmacy provider and stakeholder relations, and drug pricing and policy.

Leila brings a valuable mix of pharmacy and managed care experience from key roles in the US and Canada, including community pharmacy experience at various independent and chain pharmacies such as Walgreens, hospital pharmacy practice at Toronto General Hospital and pharmacy benefit management expertise gained during her time with Medco in the US (now Express Scripts) and now at GSC.

A graduate of the Massachusetts College of Pharmacy and Health Sciences (BScPharm), Leila also completed a Doctor of Pharmacy (PharmD) degree at the University of Kansas. She is a licensed pharmacist in Ontario (Part A) and Massachusetts, and a member of the Ontario Pharmacists Association, Canadian Pharmacists Association and the Academy of Managed Care Pharmacy.

Angela Mazerolle

Angela Mazerolle 
Vice President, Regulatory Operation, the Superintendent of Pensions, and the Superintendent of Insurance 
Financial and Consumer Services Commission (NB) 

Angela is the Vice President, Regulatory Operation, the Superintendent of Pensions, and the Superintendent of Insurance for the Financial and Consumer Services Commission (New Brunswick). As Superintendent, she is responsible for the administration and enforcement of the New Brunswick Pension Benefits Act and the New Brunswick Insurance Act.

Angela has been involved for the past seventeen years in both the regulation of pension plans and policy development through her former position as the Director of Pensions and Insurance .  

Angela frequently shares her expertise about pension regulation and the New Brunswick shared risk model at various national and international conferences including the International Organisation of Pension Supervisors (IOPS) meetings.  She also speaks frequently at insurance industry events.

Angela is the Vice Chair of the Canadian Association of Pension Supervisory Authorities (CAPSA), an inter-jurisdictional association of pension regulators whose mission is to facilitate an efficient and effective pension regulatory system in Canada. She is also a member and Vice Chair of the

General Insurance Statistical Agency (GISA), and an active member of the International Organisation of Pension Supervisors (IOPS), the Canadian Council of Insurance Regulators (CCIR), the Canadian Insurance Services Regulatory Organizations (CISRO), the Joint Forum of Financial Market Regulators, the International Pension & Employee Benefits Lawyers Association (IPEBLA), the Canadian Bar Association, and the Law Society of New Brunswick.

Angela received her Bachelor of Commerce degree (Honours - Economics) from Mount Allison University and her Bachelor of Laws degree from the University of Alberta.

Krista McAlister

Krista McAlister
Manager, Private Pension Plans Division, Regulation Sector
Office of the Superintendent of Financial Institutions (OSFI)

Krista McAlister has been with the Office of the Superintendent of Financial Institutions (OSFI) for over 16 years. Over her time at OSFI she taken on positions with increasing areas of responsibility. Now, as a Supervision Manager in the Private Pension Plans Division, she leads a team that is responsible for supervising a portfolio of some of the 1,200 federally registered private pension plans. Previously, as Approvals Manager in the Private Pension Plans Division, she led the team that provided analysis and recommendations to the Superintendent on proposed transactions. Prior to joining OSFI, Krista worked in the private sector administering group retirement services.

Krista earned a Bachelor’s of Business Administration from St. Francis Xavier University.

PEter muldowney

Peter Muldowney
Senior Vice-President
Connor, Clark & Lunn Financial Group

Under the direction of Peter Muldowney, Senior Vice President Institutional Strategy, Connor, Clark & Lunn Financial Group's Strategic Exchange offers a variety of interactive, educational forums. We also produce thought pieces addressing issues that are top of mind to those involved in managing and overseeing investments.

Peter joined the firm in 2011, with over 20 years of experience in the investment industry. Peter has worked in Canada, the United States and the United Kingdom. Spending the majority of his years in the area of investment consulting, Peter led two prominent Canadian investment consulting firms before starting up a new business venture at a leading Canadian insurance company, which led to his pioneering the first buy-in annuity in Canada.

Kate Nazar

Kate Nazar
Vice President, Strategy and Market Development, Group Retirement Services
Sun Life

Kate Nazar has been a pension focused professional for more than 24 years. As Vice President, Strategy and Market Development at Sun Life Financial, she is currently responsible for the overall leadership of Market Development and guiding the seamless delivery of Marketing, Investments, Digital Transformation, Strategy, Product Development and Research. She develops and implements new business strategies that enhance the business model for GRS and Sun Life Canada. Kate also works closely with Plan Sponsors as the executive partner for a number of GRS client relationships.

Prior to her role, she was Vice President, Client Solutions Centre, Regional Vice President, GRS Business Development (Ontario and Atlantic Canada) and AVP, Client Relationships (National oversight of the Client Relationship Executive team).

Kate has spent much of her career directly supporting Defined Contribution and Defined Benefit group plan sponsors and plan members. Committed to the future of the pension industry, Kate is a member of the Association of Canadian Pension Management (ACPM) and Canadian Pension & Benefits Institute (CPBI) and the International Foundation of Employee Benefit Plans (CEBS).

Kate is a graduate of Western University with a degree in Economics. With a passion for learning, she has continued her studies through various executive education programming in the US and Canada and has acquired her RPA designation.

Paul Parnass

Paul Parnass M.S.W. R.S.W.
Clinical Manager, Online and Telephonic Counselling, Stay at Work Services
Homewood Health

Paul is the Clinical Manager for Online and Telephonic Counselling Services at Homewood Health.
He is responsible for managing a network of service providers who deliver telephonic, cyber counselling, and video counselling services to clients across Canada.
Paul helped with the development of Homewood Health’s online CBT program, which launched in June 2018.
He has over 30 years of experience in the EAP industry, and has been with Homewood Health since 2009.
He also has a private practice specializing in online and telephonic counselling.
Paul is an instructor in a cyber counselling program and teaches Online Counselling to therapists throughout Canada and worldwide.
He has co-authored articles on the delivery of online services, and has also delivered several workshops on this topic.

Paul holds a BA in Psychology and an MSW in Social Work.

Eric Pfeiffer

Eric Pfeiffer
Senior Health Management Consultant – Team Lead

Eric Pfeiffer has a Bachelor of Science degree in Kinesiology from the University of Waterloo with a focus on work and sport injury. He has worked in the Group Benefits industry for over 23 years in both Disability and Absence Management, and Organizational Wellness. For the past 10 years he has focused on Workplace Wellness and is currently a Senior Health Management Consultant and Team Lead. In his current role, Eric works with clients of all sizes guiding them with the Strategy, Design and Implementation of their Wellness programs and tailoring them to their needs. His background allows him to successfully integrate effective prevention, and Wellness Programs in coordination with the absence management process which ensures that programs cover the whole health continuum.

Eric frequently presents on Various Wellness related topics including physical health, mental health and financial health at conferences including, The Canadian Pension & Benefits Institute Conference, the Better Workplace Conference, Conference Board of Canada Workplace Wellness and Mental Health conference, Benefits Canada Mental Health Summit, Excellence Canada events and the HRPA conference.

Maureen Quinlan

Maureen Quinlan
Senior Litigation Lawyer
Hicks Morley Hamilton Stewart Storie LLP

Maureen Quinlan is a senior litigation lawyer in Hicks Morley’s Toronto office. Maureen’s practice is focused primarily on employment litigation, particularly in claims covered by Employment Practice Liability Insurance (EPLI), and serves as the co-lead of the firm’s insurance group practice. Maureen is panel counsel for several major Canadian insurers in the EPLI area.

Maureen has significant experience representing clients in civil litigation and statutory proceedings defending claims involving wrongful termination, discrimination and/or harassment, and/or constructive dismissal. In addition, Maureen has expertise acting for employers in claims related to disability benefits, including both STD and LTD benefits, as well as defending employers in claims of discrimination and/or an alleged failure to accommodate. Maureen is known for effectively managing complex litigation in a timely and cost-effective manner. Maureen acts as a strategic partner for many clients and provides proactive advice a wide range of labour and employment-related issues, including employment standards, employment contracts, wrongful dismissal, unjust dismissal, human rights, privacy and workplace safety and insurance in both the provincial and federal context.

Maureen also has a breadth of knowledge related to cannabis, as she serves as the firm’s cannabis practice group leader, and provides strategic advice regarding the complexities related to cannabis in the workplace.

Brad Rowe

Bradley N. Rowe, MBA, CFA

Brad is a Principal of Eckler Ltd. and leads the investment Consulting practice in Atlantic Canada as well as Eckler’s OCIO Advisory Craft nationally. Based in Halifax, Nova Scotia, he has over 21 years of consulting experience with Pension, Insurance, Trust, Foundation and Endowment funds with respect to governance, investment planning, policy design, implementation as well as ongoing risk management and performance analytics.

Over the past 4-years he has conducted multiple OCIO due diligence and provider search mandates with total assets approaching $15 billion and continues to provide ongoing independent consulting to several of these clients. He participates regularly at industry events as an OCIO subject matter expert.

He has in-depth experience will strategic investment planning and establishing the optimal investment structure for a variety of investment portfolios. His clients include organizations in both the public and private sectors, encompassing a broad range of innovative strategies and portfolio structures utilizing both public and private markets for clients across Canada.

Brad has served on the Board of Directors of the Nova Scotia Teachers Pension Plan Trustee Inc. and is currently a member of the Mount Saint Vincent University Pension Governance Board. He has served as a member of the Board of Directors for the Atlantic Canada Chartered Financial Analyst Society and the Atlantic Council of the Association of Canadian Pension Management (ACPM).

Brad has a degree in Economics and Commerce from Memorial University of Newfoundland and pursued graduate studies in Econometrics and Financial Economics at Dalhousie University. Earned his MBA from the Sobey School of Business and holds the Chartered Financial Analyst (CFA) designation.

Brad RoweSteve Schlesak
General Manager

Steve joined Dialogue after three years contributing to the high-growth ridesharing sector with Uber Canada as a Senior Manager overseeing national marketplace and core experience operations. He received his MBA from the University of Southern California Marshall School of Business, where Steve co founded the Marshall Leadership Fellows Program, TEDx Venice Beach, and cut his teeth in double-sided technology marketplaces with a local start-up. His early career began in life sciences and biotechnology after receiving a BSc from McGill University. Steve presently sits on the Organizing Committee for the flagship fundraising event for Toronto based non-profit organization Covenant House and enjoys time with his financé, their dog, and enjoying various recreational sporting activities with friends and family.

As General Manager, Steve will build Dialogue's team in Ontario by hiring a high-performance team handling operations, sales, marketing, technology and customer engagement. He will also be accountable for growth in Ontario, including rapidly scaling Dialogue's team of physicians, nurses and care coordinators.
Melissa Snider-AdlerDr. Melissa Snider-Adler, M.D., C.C.F.P., M.R.O. (AAMRO), D.A.B.A.M.
Chief Medical Review Officer
DriverCheck Inc.

Dr. Snider-Adler is the Chief Medical Review Officer for DriverCheck and is a Board-Certified Addiction Medicine Physician. Dr. Snider-Adler is an Assistant Professor at Queen's University Department of Family Medicine educating residents about addiction medicine. She was one of the authors of the 2011 Methadone Maintenance Treatment Program Standards and Clinical Guidelines and continues to work as a Peer Assessor for the College of Physicians and Surgeons of Ontario. She provides expert opinions and assessments of health care workers with suspected or known substance use disorder for both the CPSO and the CNO. Dr. Snider-Adler is qualified as an Expert Witness for Addictions in the Ontario Court of Justice and qualified as an Expert Witness for Drug Testing Interpretation in the Ontario Court of Justice. As such, she is often called upon to provided expert testimony for labour arbitrations, court cases, and child and family services cases. She provides expert opinions and affidavits for labour arbitrations, court cases, and child and family services on a regular basis. With her MRO expertise and her background in Addiction Medicine, she often works with companies across Canada to develop and update their Alcohol and Drug Testing Programs. Dr. Snider-Adler is an expert in the field and gives talks across Canada to companies, physicians and the community about workplace substance use and addiction prevention and treatment. 
Scott Sweatman

Scott Sweatman
Denton LLP  

Scott Sweatman is a partner at Dentons Canada LLP. Since 1990, Scott has focused his practice on pensions, benefits, executive compensation and related tax and trust law. For over fifteen years he worked as a senior consultant with two major multi-national actuarial and accounting firms. In 2007 and 2008 Scott was Co-Chair of the Alberta-British Columbia Joint Expert Panel on Pension Standards working with five of Alberta and BC’s leading experts in pensions to review pension legislation in the two provinces and make recommendations to both governments for fundamental reforms to pension legislation. Scott is past national and regional Chair of the Canadian Pension & Benefits Institute. He also serves on the Board of Directors of NAV Canada, Canada’s national private sector civil navigation services provider which has pension plan assets in excess of $6 billion. Scott is a current member and also past chair of NAV’s Pension Committee and a member of their Corporate Governance Committee.

Scott is recognized in the 2011-2019 editions of The Best Lawyers in Canada in the area of Employee Benefits Law. He is also recognized by Chambers Global (2013-2017) and Chambers Canada (2016-2019) as a leading lawyer in the area of Pensions & Benefits. Scott is consistently recommended by the Canadian Legal Lexpert Directory, Pensions and Employee Benefits. He has been practising law since 1987.

Andrew Sweeney

Andrew Sweeney
Vice President & Portfolio Manager
Phillips, Hager & North Investment Management

Andrew Sweeney, CPA, CA, CFA is an institutional portfolio manager at PH&N specialized in broad-based mandates with a focus on the integration of environmental, social, and governance (ESG) factors in institutional portfolios. He is a thought leader on ESG developments in the industry and, as a CFA charterholder, is an advocate for ESG analysis in investing. Since entering the industry in 1995, Andrew has held analytical research responsibilities for most sectors within the Canadian equity market and, as a result, has acquired a strategic, long-term outlook on capital market dynamics.

Sandy Treleaven

Sandy Treleaven
Vice President, Financial Institutions & Cyber-risk Practice

Sandy Treleaven is with Aon Risk Solutions in Vancouver, in a multi-faceted role aligned with Aon’s Cyber & Privacy Risk Practice and Financial Services Group. In addition to taking care of her own clients, Sandy acts as a ‘Cyber-risk’ resource for Aon clients and colleagues in Western Canada. She conducts regular educational sessions on the subject of Network, Data Security & Privacy risk, and liaises with our in-house Cyber-risk broking team to find the best solutions for clients who want to consider insuring that risk. Sandy has 30+ years of industry experience, and in addition to Cyber-risk is also focused on Directors & Officers Liability and Professional Liability insurance.

Dimitra Tsourpis

Dimitra Tsourpis 
AVP in the Health & Benefits Practice

Dimitra is an AVP in the Health & Benefits practice of Aon. She has over 20 years of experience in the human resources consulting business, with experience in both group benefits and pension consulting. She specializes in client relationship management, strategic health and wellness, and program governance, for national and international clients. In recent years she’s focused on helping plan sponsors modernize programs so that they continue to support overall talent and business goals.

Dimitra started her career as an actuarial analyst after graduating from the University of Calgary with a degree in Actuarial Science. Dimitra also holds a degree in Mathematics from the University of Manitoba.

Kaushik Venkatadri

Kaushik Venkatadri
Senior Director, Blockchain Centre of Excellence

Kaushik Venkatadri (KV) leads the Blockchain Centre of Excellence at RBC. He has a Masters in Computer and Information Technology degree from the University of Pennsylvania and has worked in the IT industry since 1998, starting as a developer. He spent a number of years working with Wall Street banks in New York before moving to Toronto. KV’s current role combines his two passions of financial technology and distributed systems.

Chris Walker

Chris Walker

Christopher Walker joined the Firm in 1998 as an associate in the secondary partnership group. In 1999, he joined the primary partnership group and has focused most of his efforts on US venture capital and buyout investments. Chris also has extensive experience working on the healthcare sector, as well as primary partnerships in Canada. He holds a seat on the ESG Committee and currently serves on the advisory committees for partnerships managed by Caltius Capital Management, Camden Partners, Columbia Capital, Essex Woodlands Health Ventures, Galen Associates, Genesys Ventures, Georgian Partners, Information Venture Partners, Mission Ventures, Sanderling Ventures, Valhalla Partners, Vector Capital, and The Wicks Group.

Previously, Chris served as a pilot in the United States Navy for 11 years, flying the P-3 Orion aircraft, and achieved the rank of Lieutenant Commander.

He received a BS in Finance from Providence College in 1986 and an MS in Finance from the Carroll School of Management Program at Boston College in 1998.

Scott West

Scott West 
Head of Invesco Consulting

Scott oversees one of the largest consulting divisions of its kind in the asset management industry. In this position, he works with and presents to financial advisors across North America. Scott is a sought-after keynote speaker who brings thirty-plus years of industry experience coupled with a creativity known to educate and entertain. He is a co-author of five books, including StorySelling for Financial Advisors: How Top Producers Sell,* which was named a “must read” by financial-planning.com, and, most recently, Defining Conversations: A Little Book About a Big Idea.**

Scott was with Van Kampen Investments prior to its combining with Invesco in 2010. In the 25+ years since he joined the firm, he advanced from field sales to regional sales and finally to national sales positions. In addition, he served as Director of Marketing. Prior to his career in financial services, Scott worked in sales distribution with Procter & Gamble. Scott holds a BA in economics and communications from Wheaton College in Wheaton, Illinois.

Born and raised in Toronto, Canada, Scott is an avid hockey enthusiast. He assumes full credit for his Texas-born wife’s newfound love of the sport. Scott is the father of four children and resides in Wheaton, Illinois.

Matthew Williams

Matthew Williams
Head of Institutional and Client Service
Franklin Templeton Investments Corp.

Matthew Williams is the Head of Institutional and Client Service for Franklin Templeton Investments in Canada. Joining FTI in April 2013, he is responsible for setting and executing the institutional strategy, sales efforts and leading client service.

Matthew has over 20 years of experience in the commercial activities of wealth and institutional management in Australia, Canada and across Asia.

While in Asia, Matthew advised sovereign and quasi sovereign institutions on the development of their pension models and wrote a regular investment column for the Hong Kong Economic Journal. Matthew also lectured at the Securities Institute of Australia and contributed to various industry committees in Australia and Hong Kong. He is also a member of the Defined Contribution Institutional Investment Association (DCIIA) global committee.

Matthew’s industry experience is coupled with a Master of Commerce from the University of Western Sydney and an M.B.A. from Southern Cross University, Australia. He has also completed the Hong Kong Securities Course for Responsible Officers and the Canadian Securities Course.

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