Board of Directors

  • Janet Woodruff, FCPA, FCA ICD.D

    Janet Woodruff is a corporate director. She currently serves on the boards of Ballard Power Systems, Keyera Corporation, Capstone Infrastructure Corporation and Altus Group Limited. Prior to 2012, she worked for BC Hydro as Vice President and Special Advisor (2010-2011) and the British Columbia Transmission Corporation as Interim President (2009 to 2010) and Vice President,
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  • Rick Annaert, CPA, CMA

    Rick Annaert is the President and Chief Executive Officer of Manulife Securities Investment Services Inc., a wholly-owned subsidiary of Manulife Financial, since 2005. He is responsible for the day-to-day management and the strategic development of the company. He joined the Manulife group of companies in 1998, in a finance role and has taken on roles
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  • André Langlois, FCA, FCIA

    André Langlois was appointed President, Desjardins Financial Security Investments Inc. and Senior Executive Vice-President, Life and Health Insurance, Desjardins Financial Security, Life Assurance Company in 2017. Mr. Langlois has been responsible for many years for the management of all operations for Desjardins Financial Security, the 5th largest life insurance company in Canada. He is now
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  • Mark Kinzel, BA

    Mark Kinzel is the Vice-Chair of IG Wealth Management and oversees a network of 67 region offices and over 3,300 consultants across Canada. Mark joined Investors Group as a consultant in 1983, and over the years took on roles of increasing field management responsibilities, including Division Director and Regional Director. He was appointed Senior Vice-President
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  • Katherine Dudtschak, MBA

    Katherine (Katie) Dudtschak is the Chair and Chief Executive Officer, Royal Mutual Funds Inc. and leads RBC’s eight personal and business regions in Canada. This includes more than 20,000 advisors in branches and business centres, and industry-leading specialist teams such as Commercial Banking, Financial Planning, Investment and Retirement Planners and Mortgage Specialists. More than 10,000
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  • Patricia Callon, LL.B., BA (Hons)

    Patricia Callon, Senior Vice-President and General Counsel, Sun Life, 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
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  • Vince Valenti, MBA

    Vince Valenti is President, Valenti Holdings Inc. that owns and manages commercial real estate holdings including WorkAway Offices, a shared office and co-working office centre that is based in Ottawa.  He was the President of Independent Planning Group Inc., until December 2013, which he founded in 1990. He was also the Chairman of IPG Insurance
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  • Hugh McNabney, CPA (Retired)

    Hugh McNabney has over 35 years in the investment business. In 1974, he joined McLeod Young Weir & Co. Ltd. and in 1983 became the Executive Vice-President and Chief Financial Officer and a member of its Executive Committee. In this capacity, he was responsible for the Finance, Information Systems, Human Resources, General Services, Secretarial Services
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  • David Losier, CPA, CGA, ICD.D.

    David Losier is an independent consultant. He was the General Manager of Acadia Financial Services Inc., a mutual fund dealer from 2001 to 2017 and from 2009 to 2017 served as Executive Vice-President and CFO of the Fédération des caisse populaire acadiennes ltée which has become UNI Financial Cooperation, Canada’s first Federal Credit Union.  He
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  • Sonny Goldstein, CFP

    Sonny Goldstein has been in the Financial Services Industry since 1966. He began as a licensed life insurance agent and he obtained his Chartered Life Underwriter designation in 1977. He obtained his Chartered Financial Consultant designation in 1989 and became a Certified Financial Planner in 1996. Mr. Goldstein owns and operates Goldstein Financial Investments Inc.,
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