Peter Bethlenfalvy has been serving as Ontario’s Minister of Finance since December 2020. Prior to his role at Finance, he served in Cabinet as President of the Treasury Board between 2018 and 2021. He was elected as MPP for Pickering—Uxbridge in 2018.

Minister Bethlenfalvy is responsible for ensuring Ontario’s long-term fiscal sustainability and providing the fiscal firepower needed to protect the health and wellbeing of Ontarians in the face of COVID-19.

During his time as President of the Treasury Board, he was responsible for the province’s expenditure management efforts, the government’s internal audit work, and was the official employer of the province’s public servants. Minister Bethlenfalvy led the creation of Ontario’s Office of the Comptroller General – the first of its kind in any Canadian province – and is Chair of the Future State Modernization Committee. 

As Minister of Finance, he is responsible for the management of the province’s finances and building the environment for long-term economic prosperity. In the face of COVID-19, Minister Bethlenfalvy is focused on providing the supports Ontario families, workers, and businesses need through the pandemic. As the province charts its long-term recovery, he is working to ensure our health care system, communities and economy are positioned to emerge stronger than ever before.

Grant Vingoe is Chair and Chief Executive Officer and Commissioner of the Ontario Securities Commission (OSC), following over four years as Vice-Chair of the OSC. He is also Chair of the Policy Coordination Committee of the Canadian Securities Administrators (CSA), the umbrella organization for securities commissions in Canada, and is a member of the board of directors of the International Organization of Securities Commissions (IOSCO). He is also the Chair of the Joint Regulators Committee responsible for the CSA’s oversight for the Ombudsman for Banking Services and Investments.

Grant is a senior leader and trusted adviser for regulatory agencies and, during his career as a partner in leading global law firms, for issuers and financial services clients. He is a seasoned adjudicator with cross-border expertise and deep knowledge of financial markets.

Grant is a member of the board of Springboard Danse Montreal, a dance education not-for-profit, and is a member of the advisory board of Reach the World, a social studies and geography not-for-profit providing services to primary school children.

Grant holds a J.D. from Toronto’s Osgoode Hall Law School and an LL.M. from the New York University School of Law. He was admitted to the bar in Ontario in 1983 and in New York in 1985.

Cathie Armour is one of the Commissioners of the Australian Securities and Investments Commission ("ASIC").

The Commission is responsible for ASIC's performance as Australia's integrated corporate, financial markets, financial services and consumer credit regulator.

Cathie works closely with the ASIC teams responsible for regulating markets, market intermediaries and the enforcement of laws relating to market integrity and corporate governance. She also focuses on the work of ASIC’s Innovation Hub which supports fintech and regtech activities and on ASIC’s work supporting cyber resilience in our financial system.

Cathie's experience before ASIC was in legal counsel leadership roles in international financial institutions. She began her career in private legal practice and has worked for law firms in Sydney and New York.

Cathie is a Graduate of the Australian Institute of Company Directors. She is also a member of Chief Executive Women.

Paul Beaudry became Deputy Governor of the Bank of Canada in 2019. In this role, he oversees the Bank’s financial system activities and shares responsibility for setting monetary policy. Since 2021, he also oversees the Bank’s analysis of international economic developments in support of monetary policy decisions—serving as the Bank’s G7 and G20 Deputy. 

Before coming to the Bank, Mr. Beaudry spent 25 years as a professor at the University of British Columbia. He has also held academic positions at Oxford University, Boston University and Université de Montréal and was a visiting professor at Massachusetts Institute of Technology, Pantheon-Sorbonne University and Université de Toulouse. Mr. Beaudry held a Canada Research Chair in economics from 2000 to 2015 and is a two-time recipient of the Bank of Canada’s Research Fellowship Award.

Born in Montréal, Mr. Beaudry holds a BA in Economics from Laval University, an MA in Economics from the University of British Columbia, and a PhD in Economics from Princeton University.

Wendy Berman is on sabbatical from the law firm of Cassels where she served as the Chair of the Securities Litigation Group. Ms. Berman is one of Canada’s foremost securities litigators with extensive experience in complex commercial and securities-related litigation, often involving parallel and cross-border regulatory, criminal and class action proceedings, and in litigation relating to corporate governance, proxy contests, takeover bids and other mergers and acquisitions.

Ms. Berman is recognized as a leading lawyer by Chambers Canada and the Lexpert Guide to Leading US/Canada Cross-Border Lawyers in Canada, among others. She received the Lexpert Zenith Award honouring leading women lawyers and has been honoured as one of the “Top 25 Canadian Women in Litigation” by Benchmark Litigation on multiple occasions. Ms. Berman is a former member of the Securities Proceedings Advisory Committee, the Board of Directors of The Advocates Society, the Board of Directors of the Canadian Partnership for Stroke Recovery and the Executive Committee of the Women in White Collar Defense Association.

Ms. Berman has an LL.B. from the University of Toronto. She was called to the bar of Ontario in 1992 and the bar of British Columbia in 2015.

Leslie Byberg is the Executive Director of the Ontario Securities Commission. In her role, Ms. Byberg is responsible for coordinating and managing the OSC’s day-to-day regulatory operations, which include compliance and oversight of registrants, issuers, investment funds, and market structure and regulated entities; enforcement; investor outreach and policy; innovation and modernization; and regulatory strategy and research.

Since 2003, Ms. Byberg has held several executive positions at the OSC, most recently serving as Executive Director and CAO from 2016 to 2019, during which she was responsible for overseeing all of the OSC’s regulatory and corporate operations. Prior to that, she was the Director of the OSC’s Strategy and Operations Branch, overseeing the OSC’s business planning, policy prioritization and risk management processes. Ms. Byberg also served as the Director of Corporate Finance and Director of Investment Funds (now Investment Funds and Structured Products).

Prior to joining the OSC, Ms. Byberg was Senior Counsel, Regulation at the Investment Funds Institute of Canada. Ms. Byberg also worked as an associate lawyer at two Toronto law firms with a practice specializing in investment funds.

Trish is a member of the Canadian Executive Team and leads the team of professionals that provides strategic and proactive legal solutions for Sun Life’s Canadian and asset management businesses.

Her legal and executive experience spans private practice, in-house and regulatory roles across all major financial services sectors. Her career began at Blake Cassels & Graydon, LLP followed by in-house roles at Sun Life and Seaboard Life (now part of Industrial Alliance). She joined CIBC in 1998 where she rose to Vice-President and Associate General Counsel, Wealth Management and in 2005 moved to the Ontario Securities Commission where she led policy development for mutual fund disclosure. From 2009 to 2014, Trish was Chief Legal Officer and Director, Stakeholder Outreach and Communications at the Canadian Securities Transition Office, the organization that led the work to create a new Canadian securities regulator.

She is Vice Chair of the board and Chair of the Special Committee for SRO Framework Review of the Mutual Fund Dealers Association of Canada and has served on several corporate and community boards, including Meridian Credit Union, Toronto Hydro Corporation and Women General Counsel Canada.

An ally for diversity, equity and inclusion, she is a member of the Executive Committee of Legal Leaders for Diversity, a member of Sun Life’s Canadian Allies Acting for Change and mentor to many within Sun Life and the legal community.

Trish is a two time recipient of the Canada’s Most Powerful Women: Top 100 award in the Corporate Directors (2013) and Executive Leaders (2020) categories.

The Market Regulation Branch is a regulatory branch responsible for regulating market infrastructure entities in Ontario, such as exchanges, alternative trading systems (ATS), self-regulatory organizations (SRO) and clearing agencies. The branch also develops policy relating to market structure, clearing and settlement and fixed income.

Susan Greenglass is the Director of the Market Regulation Branch at the Ontario Securities Commission. She has held several progressively senior roles with the OSC and has been in the Market Regulation Branch since it was created in 1998, playing key roles in the development of policy and oversight initiatives relating to market structure, clearing and settlement and SROs.

Susan also chairs the OSC’s Market Structure Advisory Committee and the CSA’s SRO Oversight Standing Committee.

Prior to joining the OSC in 1997, Susan was a law clerk at the Ontario Court of Justice (General Division). She is a graduate of Osgoode Hall Law School and is a member of the Ontario Bar.

Neil Gross is a Toronto-based capital markets policy consultant. He chairs the Ontario Securities Commission’s Investor Advisory Panel and also serves on the Mortgage Brokering Technical Advisory Committee at Ontario’s Financial Services Regulatory Authority (FSRA) and the arbitration working group at the Investment Industry Regulatory Organization of Canada (IIROC). In addition, Neil is a director of the Canadian Foundation for Advancement of Investor Rights (FAIR Canada), a director of Croft Financial Group, and a member of the independent review committee for Accelerate Financial Technologies Inc.

Previously, Neil enjoyed a 30-year career as a lawyer litigating investor loss claims and regulatory enforcement cases. He then served as executive director of FAIR Canada while concurrently appointed to the OSC’s Exempt Market Advisory Committee and Seniors Expert Advisory Committee. Now, as a periodic columnist for The Globe and Mail, he draws on those experiences to explore the social impact of financial regulation.

In the volunteer sector, Neil is a director of Family Councils Ontario – a public charity dedicated to supporting family advocacy for residents of nursing homes and long-term care facilities across the province. He also is a Fellow of the public policy advocacy organization CanAge, and a member of the selection panel for the Portfolio Management Association of Canada annual awards of excellence in investment journalism.

Peter Haynes joined TD Securities (TDSI) in June, 1995. Currently, Peter heads up TDSI’s Index Products team, a top ranked group responsible for index and market structure research. In addition, Peter handles relationship management for a few key Ontario-based institutional investors, and manages TD Securities Client Relations Committee. Previously at TDSI, Peter was responsible for equity derivatives sales and portfolio trading.

Prior to joining TDSI, Peter worked for one year in Montreal with Credit Lyonnais Canada, marketing global equity derivatives to Canadian investors. Before Credit Lyonnais, Peter started his career at the Toronto Stock Exchange, spending 6 years in their index and derivatives marketing department, involved in both retail and institutional efforts to develop the listed Canadian index products and equity derivatives business.

He graduated from the University of Western Ontario in 1989 with a Bachelor of Arts in Economics. Peter is a member of S&P’s US, Canadian and Global Index Advisory Panels.

Geordie is of British and Gwich’in (Northwest Territories and Yukon modern agreement) ancestry. He is the Chief Executive Officer (CEO) of the First Nations Financial Management Board (FMB), one of three fiscal institutions created under the First Nations Fiscal Management Act.

The FMB assists First Nations in developing and by certifying their administrative and financial management capacity, and in developing their financial relationships with business and government to enable their economic and social development.

Geordie brings deep experience in finance and financial law, with experience as a senior investment products securities lawyer at the British Columbia Securities Commission, financial tribunal Chair and CEO at the Financial Services Tribunal (BC), management consultant at McKinsey & Company and mergers and acquisitions investment banker at Broadview (now Jefferies).

He has also practised Aboriginal and corporate law at a national law firm, driven economic development initiatives for the Gwich’in Nation, and represented the Gwich’in Nation in international Arctic economic development forums at the Arctic Economic Council and Arctic Council. He has initiated and led Indigenous mentoring, networking, Reconciliation and UNDRIP policy development initiatives at the Canadian Bar Association, BC and National.

Geordie holds an MBA from the Stanford Graduate School of Business and an MA (East Asian Studies/Chinese) from Stanford University, a law degree from the University of British Columbia, and an electrical and computer engineering degree from Queen’s University. He is fluent in Mandarin Chinese, having studied for a year at Tsinghua University in Beijing, China. Geordie is a CFA Charterholder, CAIA Charterholder and an Action Canada Fellow.

Sarah leads ESG Global Advisors and she is a climate change expert. She has over a decade of work experience as a thought leader, consultant, and auditor. Sarah conducts climate change materiality assessments, conducts climate change scenario analysis, and works with her clients to set ambitious and achievable climate change targets, and develops implementation roadmaps. She regularly presents to Boards of directors on climate change and ESG factors and implications for corporate governance and oversight, and the link with financial and operational performance and long-term value.

Prior to joining ESG Global Advisors, Sarah was a Principal at CPA Canada where she produced research, thought leadership and guidance for companies to integrate climate change considerations into business strategy, risk management, governance, and reporting. Prior to CPA Canada, Sarah held senior roles at PwC and MNP working with the energy and mining sectors.​

She is a member of the Institute for Corporate Directors (ICD) Climate Strategy Advisory Board for the Canadian Chapter of the WEF Climate Governance Initiative and National Academic Director for the ICD’s Climate Governance Program for Directors. Sarah sits on the Board of Directors of Leading Change and Sustainable Buildings Canada. She has a Bachelor of Commerce from McGill University, ISO 14064-3 Certification for Greenhouse Gas Verifications, and received the 2018 Emerging Leader Award from CPA Ontario.

Edward Kholodenko, is the founder, President & CEO of Questrade Financial Group as well as President & CEO of Community Trust Company since 2019.  In addition, Edward serves on the Board of Directors of Questrade Financial Group, Questrade, Inc., QuestWealth Management Inc. and Community Trust Company.

Edward founded Questrade in 1999, and now after 21 years, proudly leads a team of over 1000 professionals dedicated to helping Canadians and their families be more financially successful.

Questrade’s vision is to help transform Canadian financial services with outstanding and innovative online financial services that help Canadians keep more of their money. By focusing on delivering on a “we care deeply about the financial success and security of Canadians” mission, Questrade has become the fastest growing and #1 ranked online brokerage in Canada and an emerging leader in both robo advisor portfolios and, more recently, mortgages.

Under Edward's leadership, Questrade has been named one of Canada’s Best Managed Companies ten years in a row, rated #1 in Investor Satisfaction by JD Power, chosen Canada’s Best Online Brokerage by Moneysense, earned the Dalbar Seal of Excellence for customer service, and also been selected one of Canada’s Top Small & Medium Employers and Most Admired Cultures.

By focusing on the core values of innovation, curiosity, team work, entrepreneurialism, customer centricity, honesty and transparency, business growth has accelerated in recent years to over $40 Billion in assets under administration across the enterprise.  

Edward has been recognized throughout his career as a respected leader in financial services and was chosen Entrepreneur of the Year by E&Y in the Services category for Ontario.

In addition to his business leadership, Edward is very active in numerous charitable and philanthropic efforts including local community food banks. Questrade has become a major contributor to Food Banks of Canada donating over one million meals and also supports Junior Achievement in promoting financial literacy among Canadian students.  

Edward is a graduate of the University of Western Ontario and he and his wife, Inna, are the proud parents of five children.

Tim Kiladze is a reporter and columnist for The Globe and Mail. Previously he worked in equity capital markets at National Bank Financial, and in fixed-income sales and trading at RBC Dominion Securities. 

Tim graduated from Columbia University's Graduate School of Journalism and also earned a Bachelor of Commerce in finance from McGill University. 

David Lewis is President of the BEworks Research Institute where he works on advancing behavioural science knowledge to support leaders in business, government, and society in making evidence-based decisions.

Prior to joining BEworks, David was an Assistant Professor at the Ted Rogers School of Retail Management at Ryerson University.

David holds a PhD in marketing, specializing in consumer behaviour, from the Lazaridis School of Business and Economics at Wilfrid Laurier University. David also holds an MBA in strategy and finance from the Schulich School of Business at York University.

In addition to academic credentials, David is also a Chartered Financial Analyst. David has held numerous senior positions in the financial services industry, including Chief Marketing Officer and Chief Information Technology Officer at ING DIRECT USA, Head of Banking at Barclays Wealth USA, Head of Banking Products at UBS Financial Services USA, and Board Chair at UBS Bank USA.

David also serves as a board member on a number of boards for financial services companies in Canada. David was named one of the top 50 marketers in the US by Ad Age magazine.

Mr. Magidson is Chair and Chief Executive Officer (CEO) of the Alberta Securities Commission and possesses extensive experience in corporate governance and securities law and regulation.  Before joining the ASC in July 2016, he was President, CEO and director of the Institute of Corporate Directors and Chair of the Global Network of Director Institutes. Prior, Mr. Magidson was a partner for 21 years with a national law firm in the business law group where he advised corporate issuers, investors, financial intermediaries and boards of directors across the country on securities law, corporate finance, mergers and acquisitions and corporate governance matters.

Mr. Magidson currently serves on the international board of the Weizmann Institute of Science and the board of Weizmann Canada.

Mr. Magidson holds an LL.M in Corporate Law from New York University and an LL.B from the University of Ottawa.

Richard leads the team responsible for integrating consideration of environmental, social and governance, including climate risks and opportunities across our investment programs.

Prior to joining CPP Investments in 2019, Richard spent 18 years at Goldman Sachs, where he was most recently Global Head of Thematic Equity and ESG Research, and Co-Head of EMEA Equity Research. Previously, he worked at Merrill Lynch, Donaldson, Lufkin and Jenrette, and Paribas Capital Markets as an Integrated Oil & Gas equity analyst.

Richard holds a Graduado Superior/BA (Hons) in European Business Administration from ICADE in Madrid.

Jo-Anne is a member of the Ontario Securities Commission’s Senior Management Team. She leads a team of lawyers, accountants and geologists in the Corporate Finance Branch that is responsible for the oversight of public companies, including the review of prospectuses, continuous disclosure documents and applications for exemptive relief.

Jo-Anne has also led several significant policy initiatives, including those focused on environmental, social and governance issues. For example, she co-leads the Canadian Securities Administrators’ (CSA) climate-related disclosures initiative and leads the CSA’s initiative regarding diversity on corporate boards and in executive roles.

Prior to joining the Commission, Jo-Anne practised corporate and securities law in Toronto, Ontario and London, England. Jo-Anne received her Bachelor of Commerce (Honours) from Queen’s University and her Bachelor of Laws from the University of Toronto.

Sheldon was appointed Executive Director, Consumers and Competition in December 2020. He was previously the Interim Executive Director of Strategy and Competition at the FCA. Sheldon joined the FCA in November 2018.

Previously, as Senior Director at the Competition and Markets Authority (CMA), Sheldon had overall leadership responsibility for the delivery of UK merger control across the entire economy and for the strategic design and implementation of the new UK State Aid regime. He is a qualified solicitor and prior to joining the CMA he practised law at King & Wood Mallesons and Jones Day, counselling a range of UK and international clients in antitrust and competition law.

Sheldon Mills holds undergraduate and postgraduate law degrees from King’s College, London and was born and raised in Cardiff, Wales.

Tim Moseley was appointed a Vice-Chair of the Ontario Securities Commission in 2017, after three years as a Part-time Member of the Commission. He was previously a Senior Vice-President and the global Chief Compliance Officer for the Canadian Imperial Bank of Commerce from 2004 to 2014. Before that, he headed the CIBC’s Canadian compliance operations and led the litigation groups of CIBC’s and Merrill Lynch Canada’s legal departments.

From 1995 to 2001, he was litigation counsel in the OSC’s Enforcement branch, with the last two years as Manager of Litigation.

Mr. Moseley is a regular contributor to adjudicator training programmes offered by Osgoode Professional Development and the Society of Ontario Adjudicators and Regulators. He is Co-Chair of the Laskin Moot, the national bilingual moot court competition in administrative law, and has been a guest lecturer on administrative law at the University of Toronto’s Faculty of law, and on business ethics in the MBA programmes at Queen’s University and York University.

Mr. Moseley holds a B.A. and an LL.B. from University of Toronto, an M.B.A. from Queen’s University, and the ICD.D designation from the Institute of Corporate Directors.

Jennifer Newman is the Vice-Chair of the Board and Chair of the Finance, Audit & Risk Committee at IIROC where she has served on the board as an independent member since 2020. She is also a member of the Governance Committee. 

Jennifer is currently the Senior Managing Director, Real Estate Operations & Special Projects at Ontario Teachers’ Pension Plan (OTPP) where she is responsible for Teachers’ internal real estate portfolio which involves the build out of Teachers’ new location of 160 Front Street as well as OTPP’s return to office strategy. Prior to this role Jen led the Service Delivery team focusing on Technology Delivery as well as Data & Innovation. She started her career at Teachers’ running the Operations team in Finance. 

Jennifer spent 12 years at CIBC and BMO where she held roles in Finance, Risk Management and Strategic Management. 

Jennifer is a CA, CPA, holds her ICD.D and graduated with a BCOMM from Queen’s University. 

Paul Redman is Director of the Regulatory Strategy and Research Branch and Chief Economist at the Ontario Securities Commission. Paul and his team provide the commission and its staff with high quality, actionable insight and analysis of market trends, emerging regulatory issues, and potential risks relevant to the OSC’s mandate.

Paul is currently the Vice-Chair of IOSCO’s Committee on Emerging Risk (CER). The IOSCO CER provides a platform for securities market regulatory experts and economists to discuss emerging risks and market developments. Projects undertaken by the CER equip regulators with the appropriate tools, data and information needed to identify, monitor, and mitigate emerging risks in their jurisdictions and inform the IOSCO Board’s prioritization of initiatives.

He has more than 20 years’ experience in the financial services industry. In addition to his experience in regulation/policy he held roles at a major investment dealer, a global financial information provider and one of Canada’s largest insurance companies.

Cass R. Sunstein is the founder and director of the Program on Behavioral Economics and Public Policy at Harvard Law School. In 2018, he received the Holberg Prize from the government of Norway, sometimes described as the equivalent of the Nobel Prize for law and the humanities. In 2020, the World Health Organization appointed him as Chair of its technical advisory group on Behavioural Insights and Sciences for Health. From 2009 to 2012, he was Administrator of the White House Office of Information and Regulatory Affairs, and after that, he served on the President's Review Board on Intelligence and Communications Technologies and on the Pentagon's Defense Innovation Board. Mr. Sunstein has testified before congressional committees on many subjects, and he has advised officials at the United Nations, the European Commission, the World Bank, and many nations on issues of law and public policy. He serves as an adviser to the Behavioural Insights Team in the United Kingdom.

Mr. Sunstein is author of hundreds of articles and dozens of books, including Nudge: Improving Decisions about Health, Wealth, and Happiness (with Richard H. Thaler, 2008), Simpler: The Future of Government (2013), The Ethics of Influence (2015), #Republic (2017), Impeachment: A Citizen's Guide (2017), The Cost-Benefit Revolution (2018), On Freedom (2019), Conformity (2019), How Change Happens (2019), Too Much Information (2020) and Sludge (2021).

Michael Thom, CFA is the Managing Director for CFA Societies Canada. He provides strategic leadership and operational oversight for the organization and acts as a vocal representative for the 12 Canadian CFA Societies and over 19,000 Canadian CFA charterholders in policy and regulatory dialogues in Canada. Through active engagement and communication with regulators, policymakers, media, and prominent key stakeholder groups Michael uses nearly 15 years of experience in the financial industry to elevate professionalism, investor interests, and the voice of Canadian charterholders. He supports and offers guidance towards policy formation and advocates to Canadian policy makers regarding financial industry regulation, development of relevant research and thought leadership, promotion of professional standards, and outreach to government and industry to build financial market integrity in Canada.

Michael previously had a career in capital markets and investing, most recently as an executive at a Toronto-based hedge fund manager. Michael is a graduate of the University of British Columbia and is a CFA charterholder.