Experience

Canadian Capital Markets Association

• Canada
• Financial Services
• 1 - 100 Employee

• Head of Communications

  • Mar 2021 - Present



Canadian RegTech Association

• Canada
• Financial Services
• 1 - 100 Employee

• Strategic Advisor

  • Jan 2019 - Present



Grand Challenges Canada

• Canada
• Non-profit Organizations
• 1 - 100 Employee

• Freelance

  • Oct 2018 - Present

  Edit/advise on select projects



PQbd

• Writing and Editing

• Principal

  • Apr 2015 - Present

  Pronounced 'P cubed' (P to the third power), I work with people on policy issues for progress. Clients have included: Ability Online, Adhyayan Quality Education Services, Art Nouveau Stained Glass, Grand Challenges Canada, CIBC Mellon, Eunoia Films, Heritage Lower Saint Lawrence, IFSE, and individuals seeking consumer redress.



IFSE Institute

• Canada
• Financial Services
• 1 - 100 Employee

• Independent Contractor (course development/updates)

  • May 2017 - Oct 2020

• Chair, Communications and Education Working Group (contract; part-time)

  • Oct 2015 - Mar 2019



Learnedly

• Canada
• E-Learning Providers
• 1 - 100 Employee

• Freelance

  • Jan 2019 - Feb 2019

  Researched and prepared course on Working with Vulnerable Investors



IIAC - Investment Industry Association of Canada

• Canada
• Financial Services
• 1 - 100 Employee

• Lead, Partner Offers (contract; part-time)

  • Oct 2018 - Jan 2019

  The IIAC's Ian Russell summed up the investment dealer environment in three words in his March 2018 "Letter from the President": BUSINESS PRESSURES RELENTLESS. He wrote of “…Operating costs coinciding with weak resource markets and poor investment banking conditions in the small and mid-cap corporate sector.” We can’t change markets and we can’t improve investment banking conditions, but the IIAC can help with operating costs by finding and working with service providers that will offer the IIAC’s small and mid-sized independent dealers – hit far worse by current economic circumstances – services at rates reflecting scale economies enjoyed by competitors.



CIBC Mellon

• Canada
• Financial Services
• 700 & Above Employee

• Independent Contractor (governance research and document development)

  • Jun 2017 - Oct 2017



Smarten Up Institute

• Canada
• Financial Services
• 1 - 100 Employee

• Contributing Author, Teacher, Associate (contract)

  • Oct 2015 - Sep 2017

• Management Support to VP, Finance and Operations (contract; part-time)

  • Oct 2016 - May 2017



Investment Industry Association of Canada (IIAC)

• Canada
• Financial Services
• 1 - 100 Employee

• Managing Director

  • Jan 2011 - Apr 2015

  Named a Woman of Influence by Wealth Professional, 2015



The Investment Funds Institute of Canada

• Canada
• Financial Services
• 1 - 100 Employee

• Director

  • Jul 2008 - Jan 2011



Investment Industry Association of Canada

• Canada
• Financial Services
• 1 - 100 Employee

• Director

  • Apr 2006 - Jul 2008



The Canadian Depository for Securities Limited (CDS)

• Canada
• Financial Services
• 200 - 300 Employee

• Assistant Vice-President

  • Aug 1998 - Apr 2006

• Executive Director (seconded 75% of time from CDS)

  • Sep 1999 - Oct 2003



Canadian Bankers Association

• Canada
• Banking
• 1 - 100 Employee

• Vice-President, Information, Finance, Services and HR

  • Oct 1988 - Aug 1998



Royal Bank of Canada, Chase Manhattan Bank, and the ever-popular Rose Bowl Lanes

• Various

  • May 1985 - 1988