John Adams

John Adams is Chief Executive Officer of the Primerica Financial Services (Canada) Ltd. group of companies. John was Director, Financial Services of McMaster University, and was Treasurer of The Old Republic Insurance (Canada) group of companies.

Karen Adams

Karen is the CEO of Fundserv and winner of 2017 Canada’s 100 Most Powerful Women award from WXN, Women’s Executive Network. As CEO of Alberta Pensions Karen led the online transformation of the company. Her first CEO role was with HSBC, leading the global bank’s business in Jordan and Palestine.

David Chapman

David Chapman is President of FundEX Investments Inc., a subsidiary of the iA Financial Group. FundEX Investments Inc. is a national mutual fund dealership helping Canadians meet their investments needs.

Nelson Cheng

The founder of Sterling Mutuals Inc. in 1996, Nelson assisted in building one of the largest financial planning offices in the Windsor area.

Aly Damji

Aly Damji is the Vice President of Wealth Management for HUB Capital and HUB Financial. He has been with HUB for the last 12 years and been in the financial services industry since 2000.

Michael Kazmierowski

Michael Kazmierowski is the Vice President, Dealer Operations for B2B Bank Dealer Services. He is responsible for the back office services to over 100 Dealers.

Mark S. Kent

Mark Kent founded Portfolio Strategies Corporation in 1994, and Portfolio Strategies Securities Inc. April 2008. He has been active in numerous industry groups for many years, including the Fundserv Standards Steering Committee, and the Advocis Subcommittee on Investment.

Sandra Kegie – Policy Advisor, Treasurer

Sandra Kegie is President of Kegie Consulting Corp., Executive Director of the Federation of Mutual Fund Dealers and former Executive Director of the Association of Canadian Compliance Professionals.

Susan Monk

Participates in the IFIC Legal and Compliance Working Group, MFDA Regional Council and MFDA Policy Advisory Committee.

Matthew Latimer – Executive Director

Matthew Latimer is a financial services professional with many years of experience representing trust and mutual fund companies across eastern Canada.

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