Advisory Board

The Advisory Board was created to establish and drive the Institute’s mission and to identify the potential for collaboration with other engaged parties across the country. It includes a mix of practitioners and academics.

Erica Barbosa is the Director of Solutions Finance at The J.W. McConnell Family Foundation, where she leads strategies for financial innovation and for integration of the Foundation's financial assets to support social and economic system's transformation.

Her team oversees the management of the impact investing portfolio and ESG integration within the Foundation's larger endowment. She completed her undergraduate studies in behavioral psychology and neuroscience, and holds a MPA in Public and Economic Policy from the London School of Economics and Political Science. She specializes in innovation and systems dynamics for inclusive economic development.

Roger is a member of the Young Presidents’ Organization, a Trustee of the Douglas University Institute for Mental Health Foundation and a Director of the Cedars Cancer Foundation.

Currently serving as the President and Chief Executive Officer of Addenda Capital, he is responsible for the development and deployment of the company’s business strategy and operations. He joined Addenda Capital as Chief Operating Officer and Chief Financial Officer in 2013, before being appointed President and Chief Operating Officer in 2015.

He previously worked at McLean Budden Limited (1999 to 2011), holding several senior management positions before being appointed President in 2006 and Chief Executive Officer in 2008.

Tabatha is the President and CEO of Canadian Council for Aboriginal Business. She is an Anishnaabe Kwe from Nipissing First Nation. As CCAB’s president and CEO she is committed to help rebuild and strengthen the path toward reconciliation and a prosperous Indigenous economy to benefit all Canadians. With a focus on Indigenous economic development, Tabatha often works with various heads of organizations, companies, government officials and departments, notably her role with the federal government’s COVID-19 Supply Council. She serves the Indigenous community through her commitment, duty, and support to Indigenous business and the economy. An electrical engineer, Tabatha informs Canada’s energy sector by participating on the boards of Ontario’s electricity system operator IESO, the Positive Energy Advisory Council, the MARS Energy Advisory Council, and the C.D. Howe Institute’s Energy Policy program.

A member of several other boards and committees, including Queens University Engineering Circle of Advisors, Centennial College Aboriginal Education Council, Wigwamen Housing, and the Ontario Chamber of Commerce, Tabatha is dedicated to diversity and removing systematic barriers to improve opportunities and business competitiveness across all industry sectors.

Recently appointed to the Catalyst CEO advisory board in Canada, Tabatha collaborates with some of the world's most powerful CEOs and leading companies to help build workplaces that support women.

Tabatha is a proud mom of two boys and can often be found in a hockey arena, at the baseball diamond, or on the lacrosse field.

Andy is a member of the Board of Directors of Royal Bank of Canada. Prior to that he spent most of his career at Goldman Sachs & Co, which he joined in 1985 in New York. He served in a variety of progressively more senior leadership roles within the organization during his 30-year career including as Senior Strategy Officer of the firm globally from 2012 – 2014, as Head or co-Head of the Global Financial Institutions Group in both London and New York from 2002 – 2012, and as co- Chair of the Firmwide Commitments Committee (primarily overseeing the firm’s equity underwriting activities) from 2011 – 2015.

He is currently a member of the Federal government’s Expert Panel on Sustainable Finance. He holds a B. Comm from Queens University (1981) and graduated with an MBA from the Ivey Business School at Western University in 1985. He is Chair of the Ivey Business School Advisory Board, is a Board Member of Evergreen, and sits on the Advisory Board of ArcTern Ventures. He lives in Toronto with his family.

Alexandra Conliffe is the Vice President of Philanthropy & Organizational Learning at the McCall MacBain Foundation. She has specialized for more than a decade in building and implementing programs and public policy in the non-profit and public sectors, with a focus on environment and global development. Her contributions range from her role as Canada’s agriculture negotiator at the United Nations Climate Change negotiations while a Senior Policy Analyst at Agriculture and Agri-Food Canada to studying the impacts of environmental and climate change on rural livelihoods in Uzbekistan through her doctoral research.

Prior to joining the Foundation, Alex was Director of Policy Innovation at the Brookfield Institute for Innovation + Entrepreneurship and VP Operations at Engineers Without Borders Canada. She holds a PhD in Geography and an MSc in Environmental Change and Management from the University of Oxford, where she studied as a Rhodes Scholar. Alex obtained a BEng from McGill University, where she studied as a Loran Scholar. She is a member of the McGill Engineering Faculty Advancement Board.

Ehren Cory bring his strong leadership approach, infrastructure expertise and track-record of delivering results by partnering with the private and public sectors to the Canada Infrastructure Bank (CIB).

As Chief Executive Officer, he is focused on the CIB’s strategic direction including implementing the $10B Growth Plan to accelerate infrastructure investment in Canada and building the CIB as a results-oriented organization.

Prior to joining the CIB, Ehren was the President & CEO of Infrastructure Ontario, a Provincial Crown Agency responsible for financing, building, and enhancing the value of the province’s infrastructure and real estate assets. In addition to his four years as CEO, he also spent four years with the Agency in executive roles responsible for the successful transaction structuring, tendering, and delivery of billions of dollars in infrastructure projects.

Prior to joining Infrastructure Ontario, Ehren was a partner at McKinsey & Company in Toronto, where he served as a leader in the Public Sector and Capital Projects practices, advising clients in both the private and public sectors. Ehren is a graduate of the MBA program at INSEAD in Fontainebleau France, where he graduated with distinction. He also received an Honours degree in Business Administration (HBA) from the University of Western Ontario.

As Group Head of Canadian Business Banking, Paul’s role is to lead the Business Bank in offering a variety of banking products, services and expertise to Business Banking customers across Canada. Business Banking includes Small Business and Commercial Banking and TD Auto Finance. Paul is a member of the Senior Executive Team at TD.

Paul’s career with TD has spanned over 40 years, during which he’s held positions of increasing responsibility in a number of areas including Corporate Banking, Investment Banking and Risk Management. He led TD’s Business Bankers since May 2004. A proud supporter of TD’s commitment to diversity in both the workplace and our communities, Paul is the former Chair of TD’s Diversity Leadership Council subcommittee on promoting and enhancing a supportive environment for gay, lesbian, bisexual and transgender customers and employees. He was previously Chair of the Board of Governors of McMaster University, where he completed both his undergraduate and MBA Degrees.

As Chair of the BMO Climate Institute, Simon is responsible for advising on the development and application of the bank’s sustainability strategy, approaches to climate change and related financial risk, impact measurement and reporting, and on the financial risks and opportunities related to climate change and transition for both clients and the bank.

BMO’s former General Counsel, Simon is a seasoned executive with 30 years of international experience at leading global companies BMO, Vale and Royal Dutch Shell. Earlier in his career, Simon practiced corporate and securities law with Dechert LLP, an international law firm. Simon is a director of several companies and non-profits including the Chicago-based Environmental Law & Policy Centre and a former director of the Canadian Centre for Ethics and Corporate Policy. Simon has earned a number of distinctions, including Canada’s General Counsel of the Year, was named one of Canada’s Top 25 Most Influential Lawyers, recognized as a Catalyst Canada Honours Champion, and is included among the Legal 500’s GC PowerList and the band 1 Chambers GC100.

Yrjo Koskinen is the Associate Dean of Research and Professor of Finance at the Haskayne School of Business, University of Calgary. Previously he has served on the faculties of Stockholm School of Economics, Boston University’s Questrom School of Business, and the Wharton School of the University of Pennsylvania.

He holds an MSc degree in Economics from the University of Helsinki, and a PhD in Management (Finance) from INSEAD. Prior to his academic career, Koskinen worked as a financial journalist and as an economist at the Bank of Finland.

He currently serves on the board of Northern Finance Association, the academic advisory panel for the Globe and Mail’s Report on Business, and the steering committee for the Canadian Sustainable Finance Network. Koskinen is also a fellow at the Nordic Initiative in Corporate Economics. Koskinen’s main research areas are corporate finance and governance, and sustainable finance. His current research focuses on corporate social responsibility and its relationship to firm risk, and the effects of limited liability on corporations. His research has been published in the leading finance and management journals, such as the Journal of Financial Economics, Review of Financial Studies, Management Science, Journal of Financial and Quantitative Analysis, and Review of Finance. He is the recipient of the Standard Life Investments Finance Prize for his research on corporate social responsibility and firm risk.

Kikelomo Lawal is the global leader for CIBC’s Legal, Corporate Secretary, Ombudsman and Privacy Office functions, and related policies and programs. She is also responsible for leading the development of the environmental, social and governance strategy across the bank. Kikelomo has 25 years of progressive leadership experience, including legal expertise as both a trial lawyer and a transactional lawyer.

Prior to joining CIBC, Kikelomo was Chief Legal Officer, Ombudsman and Corporate Secretary at Interac Corporation, and, prior to that, she practiced law at firms on Bay Street in Toronto and Wall Street in New York City.

A mentor to many, Kikelomo contributes her time as a Board member and advisor to various organizations. In 2020, she was recognized as one of WXN’s “Top 100 Most Powerful Women in Canada”. In 2019, she was named one of the 25 Most Influential Women in Payments, and in 2018 she was shortlisted for the National Post General Counsel of the Year Award. Kikelomo is a graduate of Harvard Law School and holds a Bachelor of Arts in Politics from New York University.

Jim is the Chancellor of Queen’s University, and is a former President and CEO of the Ontario Teachers' Pension Plan, one of the world's largest plans. Previously, Mr.

Leech was president and CEO of Unicorp Canada Corporation, one of Canada's first public merchant banks, and Union Energy Inc., then one of North America's largest integrated energy companies. Mr. Leech is a Senior Advisor with McKinsey and Company, chairs the Toronto General and Western Hospital Foundation, is on the board of the MasterCard Foundation, is the Honorary Colonel of 32 Signal Regiment, Canadian Forces, and was a founding director of Right To Play International.

Mr. Leech has been a member of Queen's Board of Trustees, University Council, and Chair of Queen's School of Business Advisory Board. In 2013, he co-authored The Third Rail, Confronting our Pension Failures, a best-selling book that received the 2013-2014 National Business Book Award.

Bruce is one of Canada’s most influential leaders and thinkers in the environment sector. Bruce boasts an expertise on toxic substances, green energy, forest conservation, and environmental philanthropy that is second to none.

Lourie is the President of The Ivey Foundation, a private charitable foundation focusing on environmental policy change; a director of the Ontario Power Authority; a director of the Ontario Trillium Foundation; and a Chair of the Board of Environmental Defense Canada.

He is also the founder of a number of for-profit and not-for-profit organizations including Summerhill Group, a prominent market transformations consultancy specializing in energy conservation and renewable energy; the Sustainability Network; the Enerquality Corporation; and the Canadian Environmental Grantmakers’ Network. He was also the founding executive director of the Canadian Energy Efficiency Alliance and the founding president of the Clean Air Foundation. Many of the organizations he helped create are now regarded as models in their field.

Lesley Marks is the Chief Investment Officer (Equities) at Mackenzie Investments. She plays a key role in furthering Mackenzie's goal of being Canada's preferred global asset management solutions provider with oversight of its equities' boutiques.

Formerly the Head of Investment Management at BMO, Lesley (CFA) was accountable for the oversight of BMO Private Wealth’s investment management platform, including setting the strategic and tactical asset allocation for proprietary investment mandates, as well as overseeing investment products available through BMO Private Wealth.

Lesley has over 25 years’ experience in the investment industry. Prior to joining BMO Private Wealth, she held senior investment management positions at BMO Global Asset Management Inc. This included Chief Investment Officer of Fundamental Investments and, prior to that, Lead Portfolio Manager of Canadian small-cap equity mandates. Lesley holds a Bachelor of Commerce degree from Smith School of Business at Queen's University, an MBA from the Richard Ivey School of Business, and is a CFA Charterholder.

Andrea currently serves as the Vice President to The Ivey Foundation. She brings over 20 years of experience managing environment and sustainability issues in the public, private, investment, and non-government sectors in Canada and the U.S. Prior to Ivey, Andrea was the Vice-President of the Corporate Program at Ceres, where she led Ceres’ work with more than 80 companies on sustainability issues such as climate, energy, water, and supply chains.

She was the lead author of The 21st Century Corporation: The Ceres Roadmap for Sustainability and corporate benchmarking reports based on this framework. Andrea also serves on the boards of the International Institute of Sustainable Development (IISD) and the Canadian Environmental Grantmakers Network (CEGN), and is a member of the University of Toronto Environmental Finance Advisory Committee.

Jaqui Parchment is the Chief Executive Officer (CEO) of Mercer Canada, where she leads Canada’s 1,000 employees from coast to coast. Jaqui’s goal is to empower Mercer’s Canadian colleagues to provide industry-leading service and innovative solutions to clients across the Health, Wealth and Career businesses, to foster company growth.

Before becoming CEO, Jaqui led more than 500 employees as Mercer’s Toronto Office Leader for nearly two years, also acting as a Senior Consultant within Mercer Canada’s Wealth business. Prior to that, she headed the Investments business in Canada. Jaqui has more than 30 years of experience in the retirement savings and investment areas.

Jaqui is a passionate advocate and frequent speaker on issues relating to diversity and inclusion – including promoting racial and gender diversity in corporate Canada. Jaqui actively supports several non-profit organizations that promote racial equity, and assist youth and new immigrants to Canada. Jaqui is a founding member of the Black Opportunity Fund, a director of the BlackNorth Initiative, and a member of the Business Council of Canada. She has served on a number of investment committees relating to pension and endowment assets, and was a member of United Way Greater Toronto’s 2020 Campaign Cabinet. In 2020, she received the Gold Award – HR Champion (CEO) from the Canadian HR Awards.

Within Mercer, she is the former Canadian Chair of Women@Mercer and When Women Thrive. Jaqui graduated from the University of Waterloo with a Bachelor’s Degree in Mathematics and Actuarial Science. She is an Associate of the Society of Actuaries and a CFA Charterholder.

Lindsay Patrick is Managing Director and Head of Strategic Initiatives and ESG at RBC Capital Markets. She leads the Sustainable Finance Group, and with her team, spearheads the provision of solutions and advice for RBC’s institutional and corporate clients across all areas of sustainable finance that incorporates both environmental and social perspectives. Lindsay is also responsible for the advancement of the RBC Capital Markets’ business strategy, supporting the firm’s overall growth and performance ambitions.

Lindsay has two decades experience in investment banking, spanning trading floors across North America, Europe, Australia and Asia. She began her career with RBC Capital Markets in investment banking in Toronto, followed by 10-years overseas with a global bank in London, where she held a variety of positions, including the Head of Global Equity Sales and Director of Macro Sales within its Global Equity Derivatives group. Returning to Toronto, she rejoined RBC Capital Markets as the Global ETF Strategist before launching the Sustainable Finance Group.

Lindsay is active within RBC and the industry in advancing important initiatives related to Diversity and Inclusion and is a mentor to numerous colleagues, supporting their growth and development across the bank.

Lindsay received her MBA with honours in finance from The Wharton School at the University of Pennsylvania, her BBA with honours in international business from Bishop’s University, is a CFA Charterholder and recently received the CFA Certificate in ESG Investing. She is an active volunteer within her local community including the Oakville Community Foundation, the Halton District School Board, the Oakville Rangers Hockey Club and the Oakville Soccer Club. Lindsay is the proud mother of four boys.

Jennifer Reynolds is the President & CEO of Toronto Finance International (TFI), a public-private partnership whose mission is to promote and develop Toronto’s financial services sector, and to establish its prominence as a leading global financial centre.

Jennifer’s 20-year career in the financial services industry has included senior roles in investment banking, venture capital, and global risk management. Prior to joining TFI, Jennifer was the President & CEO of Women in Capital Markets (WCM), Canada’s largest industry association and advocacy group for women in the financial sector. Jennifer is a Director on the Board of Citibank Canada, Director on the Board of the Canada Development Investment Corporation ("CDEV"), Director on the Board of Women’s College Hospital Foundation, and Director on the Board of Tourism Toronto. In 2015 and 2017, she was named a Women's Executive Network (WXN) Canada's Most Powerful Women: Top 100 Award Winner.

Jennifer is a graduate of the Harvard Business School Women's Leadership program, and she received her MBA from McGill University, as well as a Bachelor of Arts with a double major in Economics and Political Science from McGill University. Jennifer also holds the Institute of Corporate Directors Designation, ICD.D.

Pamela (FCPA, FCA, CFA) is the former Chief Financial Officer at Payments Canada. Pamela joined Payments Canada from the Workplace Safety and Insurance Board (WSIB), one of the largest insurance organizations in North America, where she was the CFO and Head of Finance and Employer Services.

Pamela is also past chair of the CFA Society Toronto, a member of the City of Toronto’s Investment Board and sits on the Advisory Board of the University of Waterloo’s School of Accounting and Finance. In addition, she was appointed to the global advisory council for the Accounting for Sustainability Project (A4S) under The Prince of Wales’s Charitable Foundation, and is a founding member of the Canadian chapter of the A4S CFO Leadership Network.

Pamela holds a Master of Accounting degree from the University of Waterloo, is a CPA Fellow, is accredited as a Chartered Accountant and holds the Chartered Financial Analyst and Chartered Business Valuator designations. In 2019, Pamela was awarded Canada’s CFO of the Year.

Craig Stewart leads national work on disaster resilience and climate change at the Insurance Bureau of Canada (IBC) - the industry association representing the property and casualty insurance industry in Canada. IBC’s members employ over 122,000 Canadians and paid out $9.8 billion in property claims in 2016, primarily due to severe weather and wildfire. Previous to his work with IBC, Craig directed the Ottawa Bureau and Arctic program for WWF Canada, handled pandemic liaison, trade liaison and humanitarian donations for GlaxoSmithKline (Canada) Ltd., directed a $60 million federal/provincial/territorial program at Natural Resources Canada to elevate the Canadian geospatial industry and founded the Miistakis Institute at the University of Calgary. Craig holds a Master of Science from the University of Calgary, and a Bachelor of Arts in political science from the University of Toronto. He is the author of two atlases on the Rocky Mountains of Alberta, British Columbia and Montana.

Meigan Terry is the Senior Vice President of Global Communications, Social Impact and Sustainability at Scotiabank. Meigan has extensive experience leading global communications, brand management, corporate affairs and employee engagement for iconic global brands.

Prior to joining Scotiabank in 2018, Meigan was a member of Virgin Atlantic’s leadership team in the role of Senior Vice President, Corporate Affairs and Communications. In this position she managed all aspects of Virgin Atlantic’s communications, brand management, public policy, government affairs and social media. Meigan also led Virgin Atlantic’s sustainability, environment and community investment programs, in addition acting as executive sponsor for the Virgin Atlantic Foundation. Before joining Virgin Atlantic, Meigan was at BlackBerry, Vice President of Corporate Affairs of Europe, Middle East, Africa and Asia Pacific, Global Head of Advocacy, and Vice President, Marketing for BBM.

Prior to this, Meigan served as a Director at WPP Consultancy Hill & Knowlton in London. Meigan serves on the Canadian Journalism Foundation Board in Toronto. Meigan is delighted to be back in Toronto working at Scotiabank, after 18 years in the UK.

Peter is an economist, investment strategist, author, podcaster and dynamic public speaker. Using entertaining stories, Peter has a unique ability to distil, clarify and communicate complicated issues surrounding energy, economy and the environment. His presentations inspire, guide and spark discussion.

A respected industry leader, Peter is frequently called on to share his knowledge of strategic business issues with investors, corporate leaders, policy makers and educators. His Energyphile project, including his latest book, The Investor Visit and Other Stories: Disruption, Denial and Transition in the Energy Business, embodies his unique approach to analysing the biggest challenges facing society today. Peter’s earlier books — A Thousand Barrels a Second and The End of Energy Obesity — were both bestsellers.

Peter has more than 30 years of experience in the business of energy, spanning all systems, from oil and gas to renewables. His holistic knowledge of finance, physics, innovation and economics forms a foundation for his unvarnished, balanced and thought-provoking presentations on how audiences should think about sustainable energy solutions.

Nadeem Velani joined Canadian Pacific in March 2013 and served as Vice-President Investor Relations before becoming Chief Financial Officer in September 2016. Prior to CP, Nadeem spent 15 years at Canadian National (CN) where he worked in a variety of positions in Strategic and Financial Planning, Investor Relations, Sales and Marketing and the Office of the President and CEO.

Nadeem is a key member of the senior management team responsible for helping plan the long-term strategic direction of the company. Other responsibilities include financial planning, investor relations, reporting and accounting systems as well as pension, treasury and tax.

Nadeem holds a Bachelor of Economics degree from Western University and an MBA in Finance/International Business from McGill. Nadeem was recognized by Institutional Investor as a member of the inaugural 2020 All-Canada Executive Team. He was ranked as the top CFO in the Capital Goods/Industrials sector as voted on by buy-side analysts, money managers and sell-side researchers. He was also named Canada's CFO Of The Year in 2020, and recognized as one of the inaugural top 50 2020 Best Executives by the Globe and Mail’s Report on Business.

Dr Walker is the founder of the Emerging Risks Information Center, which conducts targeted research on environmental, technological, and societal risks that affect our world today. Since its inception, the Center has employed over twenty Ph.D., Master’s, and undergraduate students who serve as research assistants and co-editors/co-authors on various research projects

Dr. Walker was awarded an Outstanding Teaching Award from Washington State University and a Fellowship for Experienced Researchers from the Alexander von Humboldt Foundation, Germany. Dr. Walker has served as Laurentian Bank Professor in Integrated Risk Management (2010-2015), Chair of the Finance Department (2011-2014), Director/Co-director of the David O’Brien Centre for Sustainable Enterprise (2015-2017), and as Associate Dean, Research and Research Programs (2016-2017).

In addition, he has been an active member of Finance Montréal, the steering committee of the Montreal chapter of the Professional Risk Managers’ International Association (PRMIA), the academic advisory board of the MMI/Morningstar Sustainable Investing Initiative, the advisory board for Palgrave Macmillan’s Future Earth book series on sustainability, the advisory board of Concordia’s Institute of Aerospace Design & Innovation (CIADI), and the advisory board of Concordia’s Institute for Water, Energy and Sustainable Systems.

Barbara Zvan is the Inaugural President and Chief Executive Officer of the University Pension Plan Ontario (UPP) and former Chief Risk and Strategy Officer for the Ontario Teachers' Pension Plan. Recognized as a leading voice on sustainable investing and an ambassador for defined benefit pensions, Barbara is known for her efforts to bring institutional strength to complex challenges and forge new collaborative pathways for innovation and growth. She serves on the boards of various global institutions and associations focused on pension management, risk and responsible investing, including the Global Risk Institute, Responsible Investment Association and the advisory board of the Institute of Sustainable Finance at the Smith School of Business. She was appointed to the Government of Canada’s Expert Panel on Sustainable Finance, is a member of the Advisory Committee for the new ‘Investing to Address Climate Change’ Charter and played a significant role in creating the G7 Investor Leadership Network.

Barbara is a Fellow of the Society of Actuaries and the Canadian Institute of Actuaries, a holder of the Institute of Corporate Directors designation (ICD.D) and has a Master of Mathematics degree from the University of Waterloo. She is an honouree of Canada's 2020 Clean50 and Canada's 2008 Top 40 Under 40.