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 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.
Vice President, Distribution and Pensions, Canadian Life & Health Insurance Association
Leslie Byrnes holds the position of Vice President, Distribution and Pensions with the Canadian Life and Health Insurance Association (CLHIA). In her role, she works with life and health insurance companies in developing industry positions and standards on the broad range of issues relating to market conduct, pensions and financial literacy.
Ms. Byrnes’ previous responsibilities with the CLHIA included consumer relations’ initiatives such as CLHIA’s consumer brochures and the industry’s consumer hotline.
Prior to joining the industry, she worked in the media as a radio reporter, newscaster and producer for stations in Toronto, Ottawa and Vancouver.
CEO, Credit Canada Debt Solutions
Laurie Campbell is the Chief Executive Officer of Credit Canada Debt Solutions (CCDS) and a well-known spokesperson on credit related issues. She has been in the credit counselling industry for over 23 years and has a unique understanding of the financial and socio-economic struggles Canadians now face.
Ms. Campbell is a graduate of the University of Ottawa and began her career in 1990 with the organization that became CCDS. She moved to progressively more responsible positions and joined the senior leadership team as Program Manager in 1993. In that role, she managed 10 office locations with 16 counsellors, which has now expanded to offices across Ontario and Quebec. She has also been responsible for the agency’s education department, which presents seminars on money management and credit related issues to over 10,000 people annually. Campbell was instrumental in the creation of Credit Education Week in 2006, which is a national event now in its eighth year.
Ms. Campbell is Past President of the Credit Association of Greater Toronto. She has been credit counselling’s face to media for many years and is recognized as an expert in her field. She has been interviewed for several prominent books on finance and has reviewed financial literature for organizations such as MasterCard Canada, Visa Canada, the Investment Funds Institute and the Investor Education Fund. Ms. Campbell was also one of the key players in the development of the Financial Literacy Action Group, which has worked vigorously to support financial literacy initiatives.
Ms. Campbell was a member of the Federal Financial Literacy Task force and is currently a member of the Financial Payments Committee under the Ministry of Finance. Ms. Campbell has been a strong advocate of Consumer Protection and has lobbied against unscrupulous practices by debt settlement companies, resulting in strong legislation to better protect consumers. Ms. Campbell was also recently a member of the payday loan legislation review committee.
President, Canadian Bankers Association
Terry Campbell is President of the Canadian Bankers Association (CBA). He 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. He also ensures that the CBA plays a leadership role in in educating the public about financial matters, overseeing the CBA’s financial literacy education programs, Your Money Students and Your Money Seniors.
Prior to joining the CBA, Mr. Campbell had a sixteen-year career in the Ontario public service, including serving at the director level with responsibility for policy related to provincially regulated financial services.
Mr. Campbell graduated with a Master’s degree in History from Queen’s University and completed his undergraduate work at the University of Toronto. He has been involved in mental health community support, and is active in the United Way of Toronto and mentoring programs for recent immigrants to Canada.
Director, Financial Aid, University of New Brunswick
Shelley Clayton, Past-President of Canadian Association of Student Financial Aid Administrators (CASFAA), is the Director, Financial Aid at the University of New Brunswick, Fredericton Campus. She has been extensively involved in the fields of student services and student financial assistance both nationally and in the Atlantic region.
As a representative on the CASFAA, AACUSS and CACUSS Boards, Ms. Clayton has had the opportunity to participate in many stakeholders meetings, forums and conferences in post-secondary education. She has participated in the development of positive changes in student financial assistance, affecting students’ access to and increasing resources for post-secondary funding. Her current passion is working towards positive measures to improve access to information in all aspects of student funding, and working with stakeholders on solving excessive student loan debt.
Ms. Clayton received her undergraduate degree from Acadia University and then pursued her Masters level work in grief counselling before entering business and finance and student financial assistance.
She has held the presidential and other executive positions on the Atlantic Association of Colleges and Universities Student Services (AACUSS), Canadian Association of Colleges and Universities Student Services (CACUSS) and Canadian Association of Student Financial Aid Administrators (CASFAA) Boards.
Commissioner, Ontario Securities Commission
Mary G. Condon is a leading academic in the area of securities law. She teaches securities law at Osgoode Hall Law School, and also directs and teaches in its part-time LLM program specializing in securities law. Ms. Condon and the Ontario Securities Council (OSC) play a major role in financial education, particularly regarding investment, through the OSC’ s Office of the Investor and its Investor Education Fund.
Ms. Condon is co-author of Securities Law in Canada: Cases and Commentary (second edition 2010) and Business Organizations: Principles, Policies and Practice (2007), and author of Making Disclosure: Ideas and Interests in Ontario Securities Regulation (1998). She is also the author of numerous articles, book chapters and commentaries on topics related to securities regulation and pension policy, and has presented conference papers and given lectures nationally and internationally.
Ms. Condon is a Member of the Bar of Ontario.
Patrick C. Foran is an award-winning journalist and author who has worked for three different television affiliates across the country. He hosts “Consumer Alert,” a popular nightly consumer advocacy segment, and his stories are seen on TV stations across the country.
Mr. Foran has helped consumers recover millions of dollars, exposed scams and passed on countless money-saving. He works to educate the public about fraud related to door-to-door sales, the Internet, phone scams, home renovations, auto sales, financial matters and other issues with a view to changing legislation.
He is the author of four bestselling books, the latest being The Smart, Savvy Young Consumer, is designed to help young people become more financially literate.
Mr. Foran is passionate about financial literacy and servee on the federal government’s Financial Literacy Task Force. He has also donated his time to work with World Vision in Uganda and The Christian Children’s Fund of Canada in Nicaragua.
Managing Vice-President, Cooperation and Corporate Affairs Desjardins
Ms. Gendron is responsible for Desjardins Group Cooperative affairs, Corporate social responsibility, including financial literacy, Governance and Ethics, the Desjardins Foundation, the Ombudsman's office, and the CEO's office.
She is a member of the Board of Directors of Finance Montreal, an industry cluster which has for mission to stimulate the creation and development of financial enterprises in Montreal and Quebec. She is also a member of the Management Committee of the Guy-Bernier Center, a member of the Executive Committee of the International Confederation of Popular Banks, and a member of the Board of Directors of Un Vélo Une Ville, a social economy organization.
She heads the International Summit of Cooperatives. The first took place in 2012 and attracted 2,800 cooperative leaders from 91 countries to talk about the challenges and opportunities they share. The second edition will take place in October 2014.
Ms. Gendron also worked for Desjardins from 2003 to 2007 as Vice-President of Development and Coordination for the Desjardins Network, and then as Executive Director of Desjardins Group Synergies.
From 2007 to 2010, Ms. Gendron worked in New York City for Citigroup Inc., a world leader in financial services. Ms. Gendron also worked for several years for Ernst & Young, where she used her high-level expertise in strategic planning, business transformation and governance.
She holds an MBA from l’École des Hautes études commerciales de l’Université de Montréal and a law degree from Sherbrooke University. She is a member of the Quebec Bar.
President and CEO, Aboriginal Financial Officers Association of Canada
Mr. Goodtrack has spent over fifteen 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 and management, while raising the standards of Aboriginal finance and management practices.
He is currently the President and Chief Executive Officer of the Aboriginal Financial Officers Association of Canada. Prior to this position, Mr. Goodtrack has been Chief Operating Officer of the Aboriginal Healing Foundation since 2004, with responsibility for $7 million in operating funds and a $515 million healing fund. His expertise has been critical in assuring that the Foundation met the highest standards for the management of public funds. Prior to 2004, he was President and CEO of the Indigenous Gaming Regulators Inc. where he was responsible for building the new First Nations Gaming Regulatory Authority 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 and Chief Financial Officer of the Assembly of First Nations. Through his career he has worked and supported Aboriginal communities across Canada in realizing effective planning and programs to enrich the lives of Aboriginal peoples.
At the front end of his career, Mr. Goodtrack worked with the Government of Canada for over ten years where he held managerial, financial and operational policy positions.
Mr. Goodtrack is a former Board director and executive member of the Ontario Problem Gambling Research Centre and the National Centre for First Nations Governance. He currently serves as the Co-Chair of the Canadian Council for Aboriginal Business’ Progressive Aboriginal Relations Jury.
Kelley Keehn is a personal finance expert, speaker, media personality and author of eight books, including The Money Book for Everyone Else, She Inc., The Woman’s Guide to Money and The Prosperity Factor for Kids.
Ms. Keehn is a popular media guest, appearing on TV and radio around the globe, and has written many columns and published articles. She has been a regular contributor for CNBC (New York), a nationally syndicated columnist with CBC radio, the host of W Network’s Burn My Mortgage, and a weekly columnist for The Globe and Mail and AOL’s WalletPop Canada.
Her newest book, A Canadian’s Guide to Money-Smart Living, was published in February 2013 by CPA, formerly the Canadian Institute of Chartered Accountants. The book went on to win an Excellence in Financial Literacy Education award, granted by The Institute for Financial Literacy in April 2014.
President and CEO, Financial Planning Standards Council
Cary List is President and CEO of the Financial Planning Standards Council, the standards setting body for Certified Financial Planner (CFP) status in Canada.
Throughout his career, Mr. List has advocated for financial literacy and for professional standards for those helping guide Canadians to secure financial futures.
He has encouraged governments to take a broader look at financial literacy to instill healthier behaviours regarding personal finance. He has raised this issue in the media and in formal submissions to all levels of government.
Mr. List spent several years developing and delivering employer education programs for employees facing career change or retirement, and developing financial literacy-based financial planning business models.
He recently completed a term on the Investor Advisory Panel of the Ontario Securities Commission and in 2012, served as Board President of the Institute for Credentialing Excellence, the premier standards-setting and accreditation body of over 300 certification boards throughout North America.
Mr. List serves on the Board of the Financial Planning Foundation, whose vision is that Canadians’ lives are improved through better financial planning. He is Canada’s delegate to the Financial Planning Standards Board, the international standards body for CFP certification.
CEO, 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. As Canada’s leading champion of financial empowerment, Prosper Canada works with government, business and community partners to develop and promote financial policies, programs and resources that transform lives and foster the prosperity of all Canadians. Through its Centre for Financial Literacy, Prosper Canada has trained over 2,000 community financial educators across Canada and pioneered online tools to enable community workers to provide accurate and relevant financial information and education to their low-income clients.
Ms. Mulholland joined Prosper Canada in 2011, after a 25-year public policy career in the public, private and non-profit sectors, including a decade of independent consulting, five years as a senior policy advisor in the Office of the Prime Minister, and five years directing United Ways of Ontario’s Government Relations program.
Director, Education and Communications,
New Brunswick Financial and Consumer Services Commission
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 New Brunswick 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 with 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, 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 Certified Management Accountant and has a Bachelor of Business Administration degree from the University of New Brunswick in Fredericton.
President, Canadian Foundation for Economic Education
Gary Rabbior has been President of the Canadian Foundation for Economic Education since 1981.
Over the years, Mr. Rabbior has been an active advocate of financial literacy and education. Currently, Mr. Rabbior focuses on collaborating with ministries and departments of education to improve economic and financial curricula in schools, collaborating with international partners to improve economic and financial capability, and working with international banking agencies to assist economic development.
He wrote the report “A Proposed Policy Framework for Improving Financial Capability” for Human Resources and Skills Development Canada, the Guidebook for Economic and Financial Literacy, and Money and Youth, with over 350,000 copies published. He also coordinates the production of the classroom edition of The Globe and Mail newspaper.
Mr. Rabbior undertook research for Canada’s Federal Task Force on Financial Literacy, focusing on the efforts of six leading nations and how they address financial education in the schools.
He was awarded the Consumer Educator of the Year Award by the Ontario Ministry of Consumer and Commercial Relations and the Outstanding Teacher Award by the University of Waterloo.
Vice-President, Member Services and Publisher, CPA Magazine, CPA Canada
Cairine Wilson has been Vice President of members’ services and publisher of the CPA Magazine since April 2013 for the Chartered Professional Accountants of Canada. Previously, Ms. Wilson joined the Canadian Institute of Chartered Accountants, and had the same title and played the same role within the CICA.
As Vice President Corporate Citizenship, she advocated that CPA Canada become a leader in financial literacy nationally, and develop and implement a program which would make a meaningful contribution to the financial well-being of Canadians.
In 2012, Ms. Wilson developed a unique financial literacy program which combines thought leadership through research and practical publications with a grassroots volunteer outreach program across Canada. Through CPA’s Community Connect volunteer program, it has trained over 9,000 volunteers nationally to go into their communities and deliver free financial education sessions.
In 2014, Ms. Wilson created an annual Financial Literacy Day on Parliament Hill to raise the awareness of Parliamentarians about the issue.
CPA Canada recently became the first non-US entity to be named Organization of the Year in the non-profit sector by the Institute for Financial Literacy.
Ms. Wilson holds a Master of Business Administration (MBA), Business, Management, Marketing and Related Support Services from Queen’s University. She also has a Master’s degree in Library and Information Science from McGill University and a Bachelor degree in Political Science and Government from the University of Guelph.