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Lee Bennett, Icd.D, Gcb.D

Director Board of Directors at Serenia Life Financial
Intro Book
Lee Bennett, a seasoned executive with extensive experience in finance, holds ICD.D and GCB designations, and is a graduate of the University of Toronto - Rotman School of Management.
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Greater Toronto Area, Canada, CA
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Lee Bennett, ICD.D, GCB.D, is a seasoned executive with extensive experience in financial leadership and governance. As a Director on the Board of Directors at Serenia Life Financial, he provides strategic direction and leadership, ensuring the company's growth and profitability. With a strong background in financial planning, Bennett has held key roles at TD, CIBC, and Fidelity Investments, where he drove growth, increased market share, and delivered exceptional customer experiences. He is also a holder of the Global Competent Boards Designation and Certificate (GCB.D), a testament to his commitment to corporate governance excellence.

Credentials

  • Global Competent Boards Designation and Certificate (GCB.D)
    Competent Boards
    Aug, 2023
    - Jun, 2026
  • ICD.D
    Institute of Corporate Directors
    Oct, 2022
    - Jun, 2026
  • Introduction to ESG
    Corporate Finance Institute® (CFI)
    Oct, 2022
    - Jun, 2026
  • Partners, Directors and Senior Officer Designation
    Canadian Securities Institute
    Jan, 2011
    - Jun, 2026
  • Chartered Financial Analyst (CFA) Level I completed
    CFA Institute
    Jan, 2002
    - Jun, 2026
  • Securities Industry Institute
    Wharton Executive Education
    Jan, 2002
    - Jun, 2026
  • Canadian Securities Course
    Canadian Securities Institute
    Jan, 1987
    - Jun, 2026
  • Executive Negotiation Program: Bargaining for Advantage
    Wharton Executive Education

Experience

  • Serenia Life Financial
    • Waterloo, Ontario, Canada
    • Director Board of Directors
      • Feb 2024 - Present
      • Waterloo, Ontario, Canada
  • Intouch Insight
    • Ottawa, Ontario, Canada
    • Member Board of Directors, Chair of Compensation Committee and member of Audi...
      • Jun 2023 - Present
      • Ottawa, Ontario, Canada

      Director of board, chair of HR and Compensation committee and member of Audit and Risk committee

  • IG Wealth Management
    • Winnipeg, Manitoba, Canada
    • Independent Review Committee
      • Sep 2022 - Present
      • Winnipeg, Manitoba, Canada
  • March of Dimes Canada
    • Toronto, Ontario, Canada
    • Vice Chair and Board Member, Chair of Governance Committee and Member of Fina...
      • Jul 2022 - Present
      • Toronto, Ontario, Canada
  • L. Bennett Consulting
    • Founder and CEO
      • Sep 2022 - Present
  • CIBC
    • Toronto, Canada Area
    • Senior Vice President and Head, Direct Investing and Advice
      • Jun 2018 - Jun 2021
      • Toronto, Canada Area

      Provided strategic direction and leadership for the Investor's Edge online brokerage business, Imperial Service Direct, as well as leadership for the operational units of Imperial Investor Services and Wood Gundy Investment Centre. Responsible for profit and loss accountability and held the ...

  • CIBC Asset Management
    • Board Member
      • Jun 2018 - Jun 2021
  • CIBC Investors Services Inc.
    • Toronto
    • Board Member
      • 2018 - 2021
      • Toronto
  • TD
    • Senior Vice President, Advisor Distribution
      • Dec 2016 - Jun 2018

      Led a team responsible for growing TD Asset Management's market share within the Advisor distribution channels within Canada. Included within the team was client service and operational department for the fund company. Built and successfully executed a strategy to deliver growth.

    • Senior Vice President and Head, TD Wealth Financial Planning
      • Nov 2011 - Nov 2016

      Oversaw the Financial Planning business for TD Wealth, leading a team of over 1200 people of which 900 were IIROC and CFP licensed advisors. Responsible for running the P and L, increasing the profitability of the business, growing TD's market share within the financial planning sector and delivering a legendary customer experience through the planning offer.

    • Vice President, TD Mutual Funds
      • Jun 2010 - Oct 2011

      Led the strategy and team to grow money in advice conversations within TD's retail distribution channel. Responsible for the marketing of TD Mutual Funds, TD GICs and TD Linked In Notes.

  • TD Waterhouse Inc.
    • Toronto, Ontario, Canada
    • Board Member
      • 2011 - 2016
      • Toronto, Ontario, Canada
  • Fidelity Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President, National Accounts
      • Aug 2002 - Jun 2010

      Accountable for growing and retaining Fidelity's assets within the bank, insurance and planner fund wraps, segregated funds and record keeping platforms. Garner access to captive sales forces and new distribution channels within these firms. Negotiate all external pricing arrangements with clients.

    • District Vice President, Regional Sales Manager, Ontario & Atlantic
      • Jan 2000 - Aug 2002

      Responsible for building, coaching and managing a sales team to promote Fidelity Investment products and services to financial advisors within the Ontario brokerage community and Atlantic region.

    • District Vice President, Ontario Sales
      • Jul 1996 - Dec 1999

      Promote Fidelity Investment products and services to the financial advisors within the GTA and Eastern Ontario brokerage community.

  • Dynamic Mutual Funds
    • Toronto, Ontario, Canada
    • District Vice President, Ontario Broker and Atlantic Sales
      • Jan 1995 - Jul 1996
      • Toronto, Ontario, Canada
  • Sunlife Assurance Co Of Canada
    • Toronto, Ontario, Canada
    • District Vice President, Atlantic Sales
      • Aug 1987 - Dec 1994
      • Toronto, Ontario, Canada

Education

  • 2023 - 2023
    Competent Boards
  • 2021 - 2022
    University of Toronto - Rotman School of Management
  • Western University

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