IIAC Advisors

Rick Annaert

Former Senior Vice President, Advisory Services, Manulife

Mr. Annaert has held multiple executive roles at Manulife, most recently Senior Vice President of Advisory Services which included Manulife Securities, its direct insurance channel, Manulife Capital Markets and Manulife Private Wealth. Prior to joining Manulife, Mr. Annaert was the Vice President of Retail Banking at Laurentian Bank and its Chief Financial Officer. Mr. Annaert serves on the Board of Directors of the Mutual Fund Dealers’ Association.


Jerry Beniuk

Former Head of Global Fund Services, CIBC Mellon

Mr. Beniuk acted as the Head of Global Fund Services at CIBC Mellon and, previously, as Vice President at TD Bank, with diverse roles in TD Asset Management, TD Waterhouse and TD Wealth. He has also led mutual fund operations, securities back office and outsourcing businesses at TD. Mr. Beniuk served on many IFIC, IIROC, CCMA, CPA and FundSERV committees and board during his diverse career. Mr. Beniuk serves as a member of Caldwell Investment Management Ltd.’s Independent Review Committee.


Wayne Bolton

Former Principal, Edward Jones

Wayne has extensive compliance experience, which includes serving as Chief Compliance Officer and Chief Anti-Money Laundering Officer for Edward Jones in Canada, and working with Invesco’s North America Distributor Compliance area, where he led the compliance departments of three business units in North America. He also served as Invesco’s Vice President and Chief Compliance Officer in Canada, with overall responsibility for the compliance program for Invesco Canada. Prior to Invesco, Wayne served as the Vice President, Compliance for the Wealth Management division at CIBC.

Steve Donald

Former Executive Vice-President and Chief Risk Officer, CI Financial Corp.

Mr. Donald has held multiple executive roles at CI Financial Corp. including Chief Risk Officer and Executive Vice President. Mr. Donald was also the CEO & President of Assante Wealth Management and, previously, its Chief Financial Officer. Previously, he was Chief Financial Officer at Synergy Asset Management and Vice President, Finance at SHL Systemhouse. Mr. Donald has been a Board Member and Chair of the IIAC. Mr. Donald serves on the Board of Directors of the Mutual Fund Dealers’ Association and is a past Chair. Mr. Donald also serves as a member of the Independent Review Committees of 1832 Asset Management LP, MD Financial Management and Jarislowsky Fraser Limited.

Steve Geist

Former Senior Executive Vice President and Group Head, CIBC Wealth Management

Mr. Geist was most recently Senior Executive Vice President and Group Head, CIBC Wealth Management and prior to that, he was Chief Executive Officer, CIBC Asset Management. Earlier in his career, he was President, TD Mutual Funds at TD Asset Management Inc. and also held roles at Fidelity Investments and Price Waterhouse. Mr. Geist has been a board member at the Investment Funds Institute of Canada and the Mutual Fund Dealers Association. He is currently the Chair of the Independent Review Committee of Canada Life Investment Management and a member of the Independent Review Committee of SEI Investments Canada. In addition, he serves as the Chair of the Ontario Government’s Capital Sector Audit Committee and is on the Board of Directors of the Ontario Financing Authority where he is the Chair of its Audit and Risk Management Committee and a member of its Nuclear Funds Investment Committee.

Martin Guest

Former Senior Vice President and General Counsel, Manulife

In addition to his years in private practice, Mr. Guest has held several senior roles in financial services including Senior Vice President and General Counsel at Manulife and Senior Vice President and Corporate Counsel at Fidelity Investments. Mr. Guest currently serves on the Financial Services Tribunal and is a member of the Independent Review Committee of Connor, Clark & Lunn Inc.

Alan Hutton

Former President and CEO of Fundserv Inc

Mr. Hutton’s several appointments include Vice Chairman and Executive Director of the Canadian Capital Markets Association, President & CEO of Fundserv Inc., President & CEO of Star Data Systems, Chairman & CEO of Multipath Holdings Inc. and Co-founder, President and CEO of Virtual Corporation. Mr. Hutton has been a board member of Aequitas Innovations Inc., Neo Stock Exchange Inc., Alpha Exchange Inc., Cygnal Technologies Corporation, Investment Funds Institute of Canada, Canada Life Insurance EDI Standards Association, Delta Systems Inc., Versent Corporation and of other companies. He has served on the Independent Review Committees for ROI Capital, Fiera Sceptre Inc., NextGen Financial and Fiera Capital including as Chair.

Thomas Kalafatis

Managing Partner, KalNes Capital Partners

Mr. Kalafatis is currently Managing Partner at KalNes Capital Partners and Founder & CEO of Aegis Sports Labs. Previously, he was CEO & Managing Partner at Independent Trading Group (ITG) Inc., Managing Director & Global Head, Equity Execution and Prime Services Group at CIBC Capital Markets. He was also Vice-President, Sales & Trading, TSX Group, and held roles with increasing responsibility in Corporate Finance and Wealth Management in New York City and Toronto.

Gerry O’Mahoney

Principal and Founder, Tralee Capital Markets

Mr. O’Mahoney is a Senior Financial Services Executive with expertise across Wealth Management. He is the Principal and Founder of Tralee Capital Markets and has held multiple executive roles at TD. He has served on the Board of Directors of the Investment Industry Regulatory Organization of Canada, Canadian Depository of Securities and is a past Chair of the Canadian Capital Markets Association.

Ryan Riordan

Professor & Distinguished Professor of Finance, Director of Research, Institute for Sustainable Finance, Smith School of Business, Queen’s University

Professor Riordan is a Distinguished Professor of Finance and Director of Research at the Institute for Sustainable Finance at Smith School of Business. He is a recipient of the Bank of Canada Governor’s Award. Professor Riordan’s research has focused on the use of technology in financial markets and climate’s role in asset prices. Professor Riordan was previously an assistant professor at University of Ontario Institute of Technology and the Karlsruhe Institute of Technology. He worked as a trader and risk manager at HSBC Trinkaus in Dusseldorf, Germany.

John See

Former Executive Vice President, TD Direct Investing International

Mr. See served as Senior Vice President/Executive Vice President of TD Direct Investing International for several years where he also served a Board Member and a Board Chair. Mr. See is a board member at the Smith School of Business at Queen’s University and a Director and Past Board Chair at Recognia Inc.

John Silvia

Former Chief Economist, Wells Fargo

John Silvia is the founder of John E. Silvia, Dynamic Economic Strategy, having recently retired as Managing Director and Chief Economist for Wells Fargo. Prior to this, he held esteemed positions including Chief Economist, Wachovia; Senior Economist, U.S. Senate Joint Economic Committee; Chief Economist, Senate Banking, Housing and Urban Affairs Committee; Chief Economist,  Kemper Funds; and Managing Director, Scudder Kemper Investments, Inc. Recognized for his expertise and outstanding contributions to the business economics profession, John was awarded with the National Association of Business Economics (NABE) Fellow Certificate of Recognition in 2011, and recognized for the Best Inflation Forecast, the Best Overall Forecast and the Best Personal Consumption Expenditures Forecast by The Federal Reserve Bank of Chicago in 2010.  John has also previously served on various advisory committees including at the Federal Reserve Bank of Cleveland, the Federal Reserve Bank of Chicago, the Public Securities Association, the Blue-Chip Panel of Economic Forecasters, an informal advisory group with the Federal Reserve Bank of Philadelphia, and as chair for the Economic Advisory Committee of both the Securities Industry and Financial Markets Association (SIFMA) Economic Advisory Roundtable, and the American Bankers Association.

Andreas Veneris

Connaught Scholar and Professor, Department of Electrical and Computer Engineering, cross-appointed with Computer Science, University of Toronto

Andreas' research focuses on Central Bank Digital Currencies (CBDCs), mechanism/economic design of distributed systems, formal methods, and techno-legal blockchain policy/regulatory questions. In February 2021, his work with the Bank of Canada became public, proposing Canada's Central Bank Digital Loonie – the first work of its kind that presents a comprehensive technological, regulatory, legal and economic model for a CBDC. On March 2022, he was acknowledged for his contributions on a classified report by the Hoover Institution, prefaced by former U.S. Secretary of the State Condoleezza Rice and co-authored by an extensive list of prominent world-thinkers, titled “Digital Currencies: The US, China, And The World At A Crossroads”. U.S. President Biden signed an Executive Order following its recommendations. Today, Andreas engages with many G20 Central Banks and policymakers on the topics of digital assets and CBDCs.

R. Tee Williams

Principal and Owner, Tee Williams Associates

Trading on the financial markets requires the mastery of many subjects, from strategies and the instruments being traded to market structures and the mechanisms that drive executions. Tee has explored them all. A well-known consultant for various international exchanges, he has built industry recognition as an expert on market data operations and strategy, and in creating a capacity planning methodology for the Composite Tape Association for all U.S. listed securities, and the Options Price Reporting Authority for all U.S. options. His firm has specified the methodology used to allocate revenues among exchanges contributing data for consolidation by the U.S. SIPs under a mandate from the SEC. Tee also teaches on market data, market structure, and automated trading. His knowledge, experience and expertise will inform value driven insights and thought leadership at the IIAC on market data information operations and regulation.

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