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
Erica Barbosa

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 Beauchemin
Roger Beauchemin

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.

Andy Chisholm
Andy Chisholm

Andy is a member of the board of directors of the Royal Bank of Canada. He spent most of his career at Goldman Sachs & Co, in New York. Mr. Chisholm served as head and co-head of the Global Financial Institutions Group, in London and New York, and globally as senior strategy officer of the firm. He also served as co-chair of the Firmwide Commitments Committee, primarily overseeing the firm’s equity underwriting activities. He serves as the chair of the advisory board of the Ivey Business School; a board member of Evergreen Brick Works, in Toronto; and he sits on the advisory board of ArcTern Ventures, an early-stage clean-technology venture-capital firm. Andy was a member of the Canadian Expert Panel on Sustainable Finance.

Donald Drummond
Don Drummond

Don is the Stauffer-Dunning Fellow in Global Public Policy and Adjunct Professor at the School of Policy Studies at Queen’s University. Previously, he was with Finance Canada in positions including Assistant Deputy Minister of Fiscal Policy and Economic Analysis, Senior Assistant Deputy Minister of Tax Policy & Legislation, and Associate Deputy Minister. In the latter position, he was responsible for economic analysis, fiscal policy, tax policy, social policy, and federal-provincial relations and coordinated the planning of the annual federal budgets. He subsequently was Senior Vice President and Chief Economist for TD Bank, where he took the lead with TD Economics’ work in analyzing and forecasting economic performance in Canada and abroad. He is a member of the Order of Ontario.

Jim Leech
Jim Leech

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 Lourie
Bruce Lourie, PhD

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
Lesley Marks

Lesly (CFA, MBA) is the Senior Vice President and Chief Investment Officer of Fundamental Canadian Equities. Lesley oversees the portfolio management and research for all fundamental Canadian equity strategies, in addition to being a member of the firm's leadership team. She has 19 years of experience, most recently as Head of the Fundamental Canadian Equity Portfolio Management group and a previous 13 years as lead manager of the firm's Canadian small cap equity strategy.

Andrea Moffat
Andrea Moffat

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.

Pamela Steer
Pamela Steer

Pamela (FCPA, FCA, CFA) is the Chief Financial Officer and Head of Finance and Employer Services at the Workplace Safety and Insurance Board (WSIB). She is the past Chair of Toronto CFA Society Board of Directors. Pamela is also Treasurer of the Ontario Association of Naturopathic Doctors and sits on the Advisory Board of the University of Waterloo’s School of Accounting and Finance. Pamela was appointed to the Global Advisory Council for the Accounting for Sustainability Project under The Prince of Wales’s Charitable Foundation. She has been elected Vice Chair of CFA Society Toronto and is the Secretary/Treasurer for the Ontario Association of Naturopathic Doctors, as well as sitting on the Advisory Board of the University of Waterloo’s SAF.

Thomas Walker
Dr. Thomas Walker

Dr. Walker is Professor of Finance and Co-Director, David O’Brien Centre for Sustainable Enterprise, Concordia University. He is the co-editor of two forthcoming books on sustainable financial systems and sustainable real estate. 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.