Speakers at the National Conference on Financial Literacy
Manager of Resource Development, Economic and Social Inclusion Corporation
Althea Arsenault is Manager, New Brunswick Economic and Social Inclusion Corporation. Her focus includes project management, policy, finance, KPIs and financial literacy. Althea co-founded “Get Your Piece of the Money Pie” and the CLB Project, and is also Chair of the CLB Champions' Network and of NB’s Financial Education Network.
Director of Financial Education, Autorité des marchés financiers
Camille Beaudoin is the Director of Financial Education, Autorité des marchés financiers (AMF Québec). With its team and partners, he implements the Québec Financial Education Strategy. He also sits on Canada’s National Steering Committee on Financial Literacy and the International Organization of Securities Commission (IOSCO) Investor Education Committee.
Speaker, Double olympic champion, M.A L'ALLIER RP
Alexandre Bilodeau wrote a page in Canadian history by becoming the first Olympian to win a gold medal on Canadian soil, and repeated his gold medal performance at the 2014 Winter Olympic Games in Sochi. A model of perseverance and a source of inspiration to many, he has proved himself to be one of Canada’s most talented young athletes. Alexandre is now pursuing studies in accounting and is planning a career in business. For the man whose motto is “dare to dream big," there is every reason to believe success will continue to follow, no matter his endeavours.
Personal Finance Columnist, The Globe and Mail
Rob Carrick has been writing about personal finance, business and economics for approximately 25 years. His personal finance columns appear regularly in The Globe and Mail. He is also the host of the Carrick Talks Money video series and produces a twice-weekly e-mail newsletter.
Director, Center for Financial Services Innovation
Nancy Castillo is a Director at the Center for Financial Services Innovation (CFSI). She conducts research and helps financial services providers and other stakeholders develop strategies, products and services to improve consumer financial health. Nancy also led the development and implementation of the U.S. Financial Diaries research study.
Professor, University of Wisconsin-Madison Center for Financial Security
J. Michael Collins is the Fetzer Family Chair of Consumer Finance at the University of Wisconsin-Madison. He is on the faculty at the LaFollette School of Public Affairs, and directs the Center for Financial Security. His research explores how programs and policies influence financial capability across the life course.
President, BestLifeRewarded Innovations
Susanne Cookson has over 20 years’ experience in the healthcare sector with significant accomplishments along the way, including being inducted into the Canadian Healthcare Marketing Hall of Fame. In 2010, Susanne became an entrepreneur co-founding BestLifeRewarded Innovations, which has been recognized globally for advancing sustainable health behaviour change.
Manager, Education and Communications, Manitoba Securities Commission
Ainsley Cunningham is Manager of Education and Communications with the Manitoba Securities Commission (MSC). During her 18-year tenure, she has developed critically acclaimed financial literacy and investor education-focused programs, and represented MSC on national and international committees. Previously, she worked in the securities industry and as a public school teacher.
Master of ceremonies, President & Chief Executive Officer, Funny Money Inc.
James Cunningham is one of Canada’s funniest and most versatile performers. From the smash success of his award-winning Funny Money lectures for students to his nightly stints on comedy stages across North America, his career knows no boundaries. On television, he has been featured multiple times, including two of his own hour-long Comedy Now standup specials for CTV and The Comedy Network, as well as five seasons as a writer and actor on the award-winning television series Comedy Inc. and on NBC’s Last Comic Standing. Currently, James is the host of the TV series Eat St., the Food Network Canada’s hit show about North American street food.
Financial Literacy Manager, Momentum
Dean Estrella is the Financial Literacy Department Manager at Momentum, a change-making organization based in Calgary, AB that combines social and economic strategies to reduce poverty. He is a dedicated social worker with a strong focus on partnering with low-income individuals and community agencies to reach sustainable goals.
President and Chief Executive Officer, AFOA Canada
Terry Goodtrack has been President and CEO of AFOA Canada for the past five years. Previously, he was COO of the Aboriginal Healing Foundation, President and CEO of Indigenous Gaming Regulators Inc., CFO of the Federation of Saskatchewan Indian Nations and CFO of the Assembly of First Nations.
Jose Jaime Guerrero
Clinical Counsellor and Financial Mentor, Family Services Greater Vancouver
Jose Jaime Guerrero works as a Clinical Counsellor and Financial Mentor for Family Services Greater Vancouver (FSGV). He guides people to understand their behaviour towards money and empower themselves to reach financial security. Jose blends his financial background with his clinical expertise to promote financial awareness and self-reliance for individuals, couples and groups.
Assistant Research Professor in Financial Literacy, Global Financial Literacy Excellence Center
Andrea Hasler is an Assistant Research Professor in Financial Literacy at the Global Financial Literacy Excellence Center (GFLEC). She holds a Ph.D. in Finance as well as a M.Sc. and B.A. in Business and Economics from the University of Basel and spent two years at NYU Stern.
Senior Executive Leader, Australian Securities and Investments Commission
Laura Higgins leads the Australian Securities & Investments Commission’s Financial Capability team. The team manages Australia's National Financial Literacy Strategy, the MoneySmart website and the MoneySmart Teaching program focused on building the financial capability of teachers. Laura has worked in several government departments and began her career as a teacher in Canada.
President and Chief Executive Officer, Junior Achievement of Saskatchewan
Darren Hill is President and CEO of Junior Achievement of Saskatchewan, where he encourages youth to pursue interests in entrepreneurship and business as well as develop life, leadership and financial literacy skills. He has been a member of Saskatoon City Council since 2006, playing a key role in the City’s growth.
Dr. Carlana Lindeman
Education Program Director, Martin Family Initiative
A former educator with the Lakehead Board of Education, Carlana Lindeman served with the Ministry of Education for 18 years, working with school boards and First Nation schools in Northwestern Ontario to improve Indigenous student success. She is currently the Education Program Director for the Martin Family Initiative.
Vice-President, Operations, The Canadian Payroll Association
Janice MacLellan is Vice President, at the Canadian Payroll Association, with 35 years of experience in the banking and payroll industries. She has held executive positions in global payroll outsourcing, marketing, product development and government relations, and is considered an industry-leading expert in assessing legislative impacts on employers.
Chief Executive Officer, National Aboriginal Capital Corporations Association
Shannin Metatawabin is CEO of the National Aboriginal Capital Corporations Association. He is Cree from Fort Albany First Nation. Previously, he was Executive Director of the Ontario First Nations Technical Services Corporation and Manager, Aboriginal Affairs and Sustainability with DeBeers Canada. Shannin holds a Bachelor of Arts and an Aboriginal Economic Development certificate.
Chief Executive Officer, Prosper Canada
Elizabeth Mulholland is the CEO of Prosper Canada, a national charity dedicated to expanding economic opportunity for Canadians living in poverty through program and policy innovation. Prosper Canada works with partners across sectors to promote financial policies, programs and resources that transform lives and foster the prosperity of all Canadians.
Vice President, Government and International Relations, Canadian Life and Health Insurance Association
Susan Murray is the Vice-President of Government Relations and Policy at the Canadian Life and Health Insurance Association (CLHIA). Susan has worked extensively in financial literacy, including as the Executive Director of the Secretariat supporting the Task Force on Financial Literacy.
Director of Thought Leadership and Consultancy, Child & Youth Finance International
Jared Penner has worked in youth empowerment and educational programming for the past 10 years, managing projects in Africa, the Americas and the Middle East. He is currently head of Thought Leadership at CYFI, advancing quality standards in child- and youth-friendly banking and financial, social and livelihoods education.
President, Canadian Foundation for Economic Education
Gary Rabbior has been President of the Canadian Foundation for Economic Education since 1981. An educator and advocate for improving economic, financial and enterprising capability, he has developed school curriculum and resources, created financial literacy projects and advised various national organizations. He was a member of the initial National Steering Committee on Financial Literacy.
Executive Director, ABC Life Literacy Canada
Mack Rogers is the Executive Director of ABC Life Literacy Canada and works with a team of educators, programmers, communicators and coordinators to develop literacy programs for communities across the country. Mack has been developing educational programs for over 15 years, with the last seven years at ABC.
Financial Empowerment Coordinator, Momentum Community Economic Development
Carlen Scheyk is the Financial Empowerment Coordinator at Momentum Community Economic Development in Calgary, Alberta. She coordinates Momentum's financial empowerment work, and provides operational and administrative leadership by acting as secretariat (alongside the Calgary United Way) to the Calgary Financial Empowerment Collaborative.
Associate Vice-President, Academic, First Nations University of Canada
Bettina Schneider is the Associate Vice-President, Academic and an Associate Professor in Business and Public Administration at the First Nations University of Canada (FNUniv). She received her M.S. in Community Development and her Ph.D. in Native American Studies from the University of California, Davis.
Senior Education Coordinator, Financial and Consumer Services Commission
Marissa Sollows is Senior Education Coordinator with the Financial and Consumer Services Commission, and chairs both CSA's Investor Education Committee and NASAA's Online Outreach and Social Media Project Group. She is passionate about using online and traditional tools to develop and deliver financial education programs for people in all life stages.
Professor and director, Behavioural Economics in Action at Rotman [BEAR] research centre, University of Toronto
Dilip Soman is a professor and director of the University of Toronto's Behavioural Economics in Action at Rotman [BEAR] research centre. He is a behavioural scientist and has written several books and papers about financial wellbeing, behavioural insights and applications to policy and wellbeing.
Founder and Chief Executive Officer, Carrot Insights
Serial social entrepreneur Andreas Souvaliotis was founder of the first eco rewards program and now is founder and CEO of the world's first public wellness rewards initiative, Carrot Rewards. Andreas has been recognized globally for his achievements in influencing and rewarding behaviour change on a mass scale.
Finanical Empowerment Coordinator, e4c
Lucas Stone is a Financial Empowerment Coordinator at e4c, a non-profit focused on helping move vulnerable people toward positive change. For the past two years he has worked to coordinate the Make Tax Time Pay program, teach financial literacy classes, promote access to government benefits and support community-building efforts throughout Edmonton.
Personal financial advisor, ACEF du Sud-Ouest de Montréal
Trained in anthropology, Isabelle Thibeault has been a personal financial advisor for nearly 20 years. These skills enable a structural, systemic and cultural analysis of people’s relationship to money and the role of credit in their lives.
Chief Executive Officer and President, Chartered Professional Accountants of Canada
Joy Thomas is President and CEO of Chartered Professional Accountants of Canada, a national body representing more than 210,000 professional accountants in Canada and abroad under a single Canadian designation: Chartered Professional Accountant (CPA). She is a member of Canada’s National Steering Committee on Financial Literacy.
Director, Chartered Professional Accountants of Canada
Doretta Thompson is responsible for CPA Canada’s social responsibility initiatives, including its international award-winning Financial Literacy program. She is a member of FCAC’s Working Group on Workplace Financial Literacy. She is a recipient of the Queen Elizabeth II Diamond Jubilee Medal for her voluntary work in the health sector.
President & Chief Executive Officer, The Economic Club of Canada
Rhiannon Traill is Owner, President and CEO of The Economic Club of Canada. She is also Founder and President of The Jr. Economic Club of Canada, and to date more than 40,000 students from across Canada have engaged in the organization’s six national financial literacy programs.
Director of Capacity Development and Intervention, First Nations Financial Management Board
Suzanne Trottier is a member of the Métis Nation of Manitoba. She is Director of Capacity Development and Intervention with the First Nations Financial Management Board, supporting First Nation governments seeking to become Financial Management System Certified with the FMB. Suzanne sits on Canada’s National Steering Committee on Financial Literacy.
Sally Massey Wiebe
Financial Counsellor, Community Financial Counselling Services
Sally Massey Wiebe is a Financial Counsellor and Financial Literacy/Financial Empowerment Coordinator at Community Financial Counselling Services (CFCS). She holds the designations of Accredited Financial Counselor Canada (AFCC) and Certified Counsellor under the Bankruptcy and Insolvency Act. She also serves as a volunteer tax preparer with the Community Volunteer Income Tax Program.
Executive Director, Credit Counselling Canada
Patricia White, Executive Director of Credit Counselling Canada, has 40 years’ experience in the not-for-profit credit counselling field, first as a counsellor and now with the national association. She has served on government committees related to personal finance and is a member of the National Steering Committee on Financial Literacy.
Founder and Chief Executive Officer, Finnovate.io
Alfred Yang is the co-founder of Finnovate.io, a Toronto company focused on helping organizations build engaging financial technology. Alfred is also the creator of Proliteracy.ca, a platform used by Canadians to plan finances for post-secondary education. He holds an Engineering degree and an MBA, both from the University of Toronto.
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