Experience

CLHIA

• Canada
• Insurance
• 1 - 100 Employee

• President and CEO

  • Jul 2017 - Present

  As President and CEO, Stephen advocates on behalf of Canada’s life and health insurance sector for policies and perspectives that contribute to a sound, successful insurance system for the benefit of all Canadians.

• Senior Vice President - Policy

  • Sep 2016 - Jul 2017

  Accountable for overseeing and advocating for the Canadian life and health insurance industry's extensive interests related to insurance distribution matters, underwriting issues, health and disability insurance, the industry’s anti-fraud strategy and overall policy strategy development and analysis. Ex officio member of the Board of the Canadian Drug Insurance Pooling Corporation.

• Vice President - Policy Development and Health

  • Jun 2011 - Sep 2016

  Accountable to represent the Canadian life and health insurance industry's interests with respect to health and disability insurance issues.Accountable for developing and advocating for the industry's policy interests with respect to financial/economic or other policy matters.Ex officio member of the Board of Directors of the Canadian Drug Insurance Pooling Corporation

• Director - Policy Development and Analysis

  • Mar 2010 - Jun 2011

  Accountable for development and communication of the life and health insurance industry's position on the full range of public policy issues facing the industry.Proactively, position the life and health insurance industry to take advantage of trends in the sector and anticipated regulatory or legislative changes



BMO Capital Markets

• Canada
• Investment Banking
• 700 & Above Employee

• Director - Global Treasury Management

  • Sep 2004 - Mar 2010

  Overall accountability for GTM’s Global (Europe, UK, Asia) strategy and US bank reseller programs Initiate and lead market initiatives to grow revenues. For all campaigns, accountable for business cases, marketing collateral, pricing strategy, sales tools and training and tracking against KPIs. Develop strategies to enhance our trusted advisor position. Tactics include: ongoing client webcast series, management of GTM client council, articles and advertisements in trade journals, participation at industry conferences and innovative mass marketing communications Key representative for GTM on enterprise wide initiatives, including development of new Investment Spend Optimisation process and Enterprise Payments strategy Lead relationship management coverage for all GTM sales channels including International Financial Institutions, Large Corporate, Corporate Finance Division and Core Commercial, to ensure optimal working relationship with GTM’s product development group Lead team of eleven professionals in meeting day-to-day objectives and coach to excellence



BMO

• Canada
• Financial Services
• 700 & Above Employee

• Senior Manager - Financial Strategy

  • Sep 2000 - Sep 2004

  Managed BMO’s capital levels to ensure compliance with regulatory (Basel), rating agency and internal risk group’s capital requirements Managed BMO’s capital allocation process and supported implementation of Value Based Management business assessment methodology Partnered with BMO Capital Markets’ management to facilitate the completion of strategic initiatives Evaluated the performance of business units against plan and communicated recommendations to address underperformance to senior management



Department of Finance - Financial Sector Policy

• Economist

  • Sep 1999 - Sep 2000

  Liaised with all key stakeholders groups in the Canadian financial services sector to identify issues and solicit feedback on the planned changes to the financial sector’s regulatory regime Developed, in consultation with stakeholders, the new ownership, holding company and investment regimes for Canadian banks and demutualised insurers Developed detailed policy requirements and worked collaboratively with Department of Justice legal drafters to draft requisite new Bank Act and Insurance Act sections Active role on team assessing proposed mergers between BMO/RBC, TD/CIBC with a focus on the divestiture requirements for large in-market mergers Write succinct policy briefing papers for senior Civil Service and political leaders on broad range of financial service sector regulatory issues



MacKay Financial Sector Task Force

• Associate

  • Sep 1997 - Sep 1998

  Conducted analysis on trends in the financial sector and created policy recommendations relating to micro-credit and SME financing. Minuted and performed follow up analysis in support of Task Force member meetings on the entire range of financial sector regulatory issues Conducted analysis on trends in the financial sector and created policy recommendations relating to micro-credit and SME financing. Minuted and performed follow up analysis in support of Task Force member meetings on the entire range of financial sector regulatory issues