National Steering Committee on Financial Literacy — Member biographies

From: Financial Consumer Agency of Canada

Camille Beaudoin

Director of Financial Education, Autorité des marchés financiers

With a Bachelor’s degree in consumer science and a Master’s in sociology from Laval University, Camille Beaudoin has always been interested in the financial behaviour of Quebec households. He started out as a research professional for a variety of organizations, including Laval University and the Fédération des Association coopérative d'économie familiale (ACEF), and worked as a marketing strategy/consumer credit advisor with the Mouvement Desjardins before joining the Autorité des marchés financiers (AMF) in 2006.

Since then, Mr. Beaudoin has held the position of Director of Financial Education and contributes actively to facilitation of the Réseau québécois des spécialistes en éducation financière. He represents the AMF on the investor education committees of the Canadian Securities Administrators and the International organization of Securities Commissions. As part of his duties at the AMF, Mr. Beaudoin also directs work on the AMF Index, publishes the éducationfinancière.com blog and moderates the Twitter EducFin account. 

Jeff Cates

President, Intuit Canada

Jeff Cates is the President and Chief Executive Officer of Intuit Canada, a software development company that produces premier brands such as TurboTax, QuickBooks and Mint. Under Jeff's leadership, Intuit Canada has risen to become one of the top places to work in Canada, as ranked by the Great Place to Work Institute. He is responsible for helping the company become recognized as the nation’s undisputed financial solutions leader in every market it serves, by leading a team of over 400 employees dedicated to simplifying the business of life.

Cates joined Intuit in 2011, with a background that includes innovative marketing, partner management and entrepreneurship. Previously, Cates worked at Apple Canada leading their commercial business, and Hewlett Packard as vice president of their consumer division. He earned an MBA from the Schulich School of Business at York University and a bachelor of commerce degree from McMaster University.

Martha Durdin

Chief Executive Officer and President, Canadian Credit Union Association

Martha Durdin is a seasoned executive with extensive experience in management, public affairs and advocacy. Previously, she was the Managing Principal of a leading national strategic public affairs firm and spent thirteen years as an executive at a large Canadian bank. Early in her career, Martha worked on Parliament Hill. Martha volunteers her time for a number of community organizations. Among them, she served three terms as the Chair of the Ontario Arts Council and is currently Chair of the Royal Ontario Museum Board of Trustees. She is also a Director of The Canadian Club of Toronto.

Martha represents the Canadian Credit Union Association on the boards of The World Council of Credit Unions (WOCCU) and Co-operatives & Mutuals Canada (CMC). Martha is a recipient of the Queen’s Diamond Jubilee Medal. Ms. Durdin is bilingual; holds a BA (Hon) from Western University, an MSc from the London School of Economics, and an ICD.D from the Institute of Corporate Directors at the Rotman School of Management.

Terry Goodtrack 

President and Chief Executive Officer, AFOA Canada

Mr. Goodtrack has been President and Chief Executive Officer of AFOA Canada for the past five years. Prior to this position, Mr. Goodtrack was the Chief Operating Officer of the Aboriginal Healing Foundation with responsibility for a $7 million operating fund and over half a billion dollar healing fund. His expertise has been critical in assuring that the Foundation met the highest standards for the management of public funds. He has spent over twenty years in senior finance and management positions with high profile Aboriginal organizations. He has demonstrated leadership and made a significant contribution to the field of Aboriginal finance, management and leadership, while raising the standards of Aboriginal finance and management practices.

Prior to 2004, he was President and CEO of the Indigenous Gaming Regulators Inc. and assisted in the development and implementation of jurisdiction over First Nations gaming in the province of Saskatchewan. Mr. Goodtrack was also Chief Financial Officer of the Federation of Saskatchewan Indian Nations (FSIN) and Chief Financial Officer of the Assembly of First Nations (AFN).

Darren Hill

President and Chief Executive Officer, Junior Achievement of Saskatchewan

Darren Hill is currently President and Chief Executive Officer of Junior Achievement of Saskatchewan (JA), where he is able to help encourage young minds to pursue interests in the areas of entrepreneurship and business as well as develop life, leadership, and financial literacy skills.

In addition, Darren has been a member of Saskatoon City Council since 2006 and has played a key role in the growth and development of the City. Darren also sits on many boards and committees, including the Saskatoon Board of Police Commissioners, Police Pension Plan Board of Trustees, Saskatchewan Urban Municipalities Association Board of Directors, and Federation of Canadian Municipalities Board of Directors.

Previous to his appointments to JA and City Council, Darren had 20 years’ experience as an entrepreneur, marketing manager, and advertising executive in the tourism and communications sectors. As an entrepreneur, Darren established an expediting service to tourist destinations in northern Saskatchewan. The company continues to be successful, employing full-time staff during the fishing season.

Michel Leduc

Senior Managing Director & Global Head of Public Affairs and Communications, Canada Pension Plan Investment Board

Michel joined the Canada Pension Plan Investment Board (CPPIB) in July 2011 and leads the team responsible for the organization’s overall communications program and global public affairs, including relationships with domestic and foreign governments, media and other diverse stakeholder groups. He oversees CPPIB’s reputation management strategy, positioning its global capabilities to support long term investment and diversification goals, while upholding the mandate and governance structure.

A senior communications professional, Michel has 25 years of experience in the areas of public affairs, government relations, corporate communications, social responsibility and branding. Most recently, he was Vice-President, Public and Corporate Affairs at Sun Life Financial where he oversaw the company’s global public affairs, corporate communications and brand management functions. He has also held positions at the Canadian Bankers Association and the Canadian Payments Association.

Michel has also recently been on the board of directors of the Canada China Business Council, Canada-India Business Council and the Toronto Financial Services Alliance. He holds a B.A. in Law from Carleton University.

Elizabeth Mulholland

Chief Executive Officer, Prosper Canada

Elizabeth Mulholland is the Chief Executive Officer of Prosper Canada, a national charity dedicated to expanding economic opportunity for Canadians living in poverty through program and policy innovation.

Elizabeth joined Prosper Canada in 2011, after a 25-year policy career in the public, private and non-profit sectors, including a decade of independent policy consulting, five years as senior social policy advisor in the Office of the Prime Minister, and five years directing United Way of Ontario’s government relations program.

Elizabeth holds a Bachelor of Arts Degree in Geology and French from Wellesley College and successfully completed McGill University’s Graduate Summer Program in Epidemiology and Biostatistics.

Susan Murray

Vice President, Government and International Relations, Canadian Life and Health Insurance Association

Susan Murray is the Vice-President Government and International Relations at the Canadian Life and Health Insurance Association (CLHIA). She has extensive experience within the government relations community in Ottawa with executive experience in financial services and government. Susan operated an independent company specializing in government relations, and financial literacy policy and programs. She held the positions of Executive Director, Task Force on Financial Literacy Secretariat at the Department of Finance; Director, Government Relations at the Desjardins Group; Director, Financial Literacy at the Financial Consumer Agency of Canada (FCAC); and Vice President, Government Affairs and Policy, at the Canadian Credit Union Association (CCUA).

Susan has a Master of Public Administration degree from Queen's University and an Honours B.A. in History and Political Science from Carleton University.

Andrew Nicholson

Director, Education and Communications, Financial and Consumer Services Commission of New Brunswick

Andrew Nicholson leads the Education and Communications Division of the Financial and Consumer Services Commission (FCNB) in New Brunswick. He is responsible for the planning and execution of the FCNB’s consumer education and financial literacy initiatives. Mr. Nicholson is also Chair of the Financial Education Network (FEN). FEN is open to individuals, organizations or entities that are involved in or have an interest in the delivery of financial literacy programs and services.

FEN aims to provide citizens of New Brunswick better access to the information, tools and resources needed to make responsible and informed financial decisions throughout their lives

Mr. Nicholson transitioned to FCNB in July 2013, when his employer, the New Brunswick Securities Commission (NBSC), merged with other financial services regulators in the province. Prior to the NBSC, he worked for the Securities Administration Branch of the New Brunswick Department of Justice starting in 1999. Before that, he worked for 14 years in various positions within a large chartered bank.

Mr. Nicholson is a Chartered Professional Accountant (CPA), a Certified Management Accountant (CMA), and has a Bachelor of Business Administration degree from the University of New Brunswick in Fredericton.

Neil Parmenter

President and Chief Executive Officer, Canadian Bankers Association

Neil Parmenter is the principal spokesperson for the banking industry in Canada and communicates the perspectives of the industry to all levels of government, regulators, international bodies, media and the Canadian public. 

In this role, Mr. Parmenter represents CBA members who are leaders in financial literacy by creating their own financial education programs and services for their clients, supporting financial literacy programming at the community level, and providing financial and volunteer support for not-for-profit credit counselling agencies in local communities across Canada.

The CBA also plays a leadership role in educating the public about financial matters with its two financial literacy education programs, Your Money Students and Your Money Seniors. 

Prior to joining the CBA, Mr. Parmenter held the position of Senior Vice President, Corporate and Public Affairs (Global) and Chief Communications Officer at TD Bank Group. 

Greg Pollock 

Chief Executive Officer and President, Advocis

Greg Pollock is the President and Chief Executive Officer of Advocis, The Financial Advisors Association of Canada. At Advocis, Greg is responsible for providing effective strategic leadership and direction. He oversees all the day-to-day activities, including advocacy, continuing education, best practices and errors and omissions insurance (E&O).

In addition, he coordinates the interests of Advocis' 40 chapters and helps grow membership by giving voice to the more than 12,000 members nationwide. He is also the Chief Operating Officer of The Institute, the leading designation body in Canada for financial services practitioners in the specialty areas of wealth transfer, estate planning and living benefits.

Prior to joining Advocis in 2008, Greg was general secretary of the 43,000-member Ontario English Catholic Teachers' Association (OECTA). Greg was awarded the Diamond Jubilee Medal in 2012 for his contribution to the teaching profession in Canada. In recognition of his commitment to education and financial advice industry, Greg was appointed to the federal government's Task Force on Financial Literacy in 2009.

Kelly Stone

President and Chief Executive Officer, Families Canada

**Rotiskennenketi - She Who Carries the Burden of Peace

As President and CEO of Families Canada, Kelly supports members who work with half a million mostly vulnerable families in some 2300 communities. During her long Government of Canada career, Kelly had responsibility for research and public policy on child and youth issues as well as related national programs that still touch thousands of communities. She also completed an Executive Interchange with the Child Welfare League of Canada focusing in on mental health, fostering, and effective government/not for profit partnerships. Kelly’s extensive international experience has centered on advancing human rights-based legislative frameworks, public policy and programs leading to practical implementation strategies in areas of identity, culture, health, education, and child trafficking beyond Canada’s borders.

**Mohawk name bestowed in 2005 by Elijah Harper, former Member of the Manitoba Legislature, Chief, and human rights activist, in recognition of work on behalf of indigenous children.

Joy Thomas

Chief Executive Officer and President, Chartered Professional Accountants of Canada

Joy Thomas, MBA, FCPA, FCMA, C. Dir. is President and Chief Executive Officer of the Chartered Professional Accountants of Canada (CPA Canada). CPA Canada is a national body representing more than 200,000 professional accountants in Canada and abroad under a single Canadian designation: Chartered Professional Accountant (CPA).

Prior to joining CPA Canada, Joy was president and chief executive officer of The Society of Management Accountants of Canada (CMA Canada), a position she assumed in June 2009. Joy worked as a corporate controller and chief financial officer (CFO) in industry until 1995 when she joined CMA Nova Scotia and Bermuda. Her most recent appointment prior to leading CMA Canada was as President and CEO for CMA Alberta.

In 2005, Joy was named a fellow of CMA Canada, a prestigious designation that recognizes CMAs who bring distinction to the profession and serve as role models. Joy currently serves as a board director and member of the governance committee of the International Federation of Accountants and recently served as a member of the board and Chair of the Audit Committee with the Financial Planning Standards Board Ltd.

Suzanne Trottier

Director of Capacity Development and Intervention, First Nations Financial Management Board

Suzanne Trottier is a member of the Métis Nation of Manitoba. She is a Chartered Financial Analyst (CFA) and holds a Masters of Business Administration (MBA) in Finance from the University of Western Ontario. Suzanne is the Director of Capacity Development and Intervention with the First Nations Financial Management Board (FMB). Along with her team, she provides capacity development support to First Nation governments seeking to become Financial Management System Certified with the FMB. Prior to her current role, she was a Partner at BASE Partners who provide advisory support to First Nations pursuing economic and social development initiatives; the Quebec Regional Coordinator of Financing and Restructuring with the First Nations Inuit Health Branch of Health Canada; and Vice-President in Corporate Finance with Ernst & Young (EY) in their Montreal, Toronto and Winnipeg offices.

​​Patricia White

Executive Director, Credit Counselling Canada

Patricia has over thirty years of experience with the not-for-profit credit counselling industry in variety of capacities, first as a counsellor and as executive director for the Ontario provincial and the Canadian national credit counselling associations.  She is a graduate of the University of Guelph with a major in Family Studies.

Ms. White has served on a variety of government committees related to personal finances.  She was a member of the review panel for the Payday Loan Act in Ontario, a member of the external advisory committees for Commissioner of the Financial Consumer Agency of Canada (FCAC) and the Superintendent of Bankruptcy (OSB) and a committee member for development of FCAC's Your Financial Toolkit.

Ms. White brings a unique perspective on the needs of Canadians with socio-economic challenges and she looks forward to assisting in the implementation of the National Strategy for Financial Literacy – Count Me In, Canada.

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