Board of Directors

Scott MacKenzie is former President of Fidelity Clearing Canada where he served for 15 years leading a team focussed on innovation and growth that helped establish Fidelity as a leading platform serving Canadian brokers and wealth managers. Over his career in Financial Services, Scott has lived and worked in Canada and the US for public and private companies in the financial services and technology space. Scott graduated with honours from Queen's University  and holds the Partners, Directors and Senior Officers (PDO) designation and successfully completed the Canadian Securities Institute Conduct and Practices Handbook course.

John Capozzolo, Senior Vice President, TD Bank Group is responsible for the leadership and strategic direction of Canadian Personal Banking Delivery Excellence, as well Branch Banking's ongoing Future Ready transformation. Under his direction, Branch Banking Support collaborates with TD's branch network as One Team to continuously enhance the experience of TD's customers by elevating advice, increasing customer and colleague confidence, and meeting more customer needs. John has held progressively senior mandates in Retail Banking, Corporate Services and Direct Channels over his 40-year career at TD. In addition, he chairs the Persons with Disabilities focus for Canadian Personal Banking.

John holds a Bachelor's Degree in Economics from York University, Toronto and an MBA from Queen's University, Kingston, Ontario. A strong proponent of continuous learning and building skills for tomorrow, he acts on his passion for developing future business leaders.

Koker Christensen is a partner with Fasken Martineau DuMoulin LLP and is Co-Leader of the Firm’s Financial Institutions Group. His practice focuses on advising banks, insurers and other financial service providers on mergers and acquisitions, corporate governance, and a wide variety of corporate and regulatory matters. Koker holds a BA from Simon Fraser University and a JD from the University of Toronto.

Graeme Deans is a Retired Partner with Ernst & Young’s Transaction Advisory Services and led the Firm’s Operational Transaction Services practice across Canada.  He has over 35 years of management consulting experience, with expertise is business strategy, mergers & acquisitions, organization design and corporate governance.  Graeme is also an Adjunct Professor at York University’s Schulich School of Business in the areas of business strategy, international business and economics.  Graeme holds a BSc (Honours) in chemical engineering from Queen’s University and an MBA from the Tuck School of Business at Dartmouth College.
 
 

Pat Dunwoody is the Co-founder and Chief Strategy Officer of Strategicly Minded Inc. Pat has over 40 years of experience in the financial services industry with the last 25 in executive positions. The majority of her career was spent at mutual fund management companies, including AGF, Fidelity and Trimark. Throughout the years, she has been an active member of key industry committees at IFIC, FundSERV, and the CCMA. Pat is also on the Boards of two other organizations:  Applaud and Elder Abuse Prevention of Ontario.
 

Allyn is a proud Cree woman from Treaty 6 territory. She has spent the last 5 years of her young career focusing on tackling the financial management challenges facing many Indigenous groups and working alongside various communities to provide support with financial management, governance and strategy. 

As a graduate from the University of Saskatchewan, she holds both a Master’s of Business Administration degree and a Bachelor of Commerce degree. She is a Chartered Professional Accountant in Saskatchewan, having practised in both public firms and a variety of industries. She has also completed the requirements for the Certified Aboriginal Financial Manager designation through AFOA Canada. 

She is an avid volunteer, currently serving on the CPA Assist Board of Directors (the mental health program for CPA’s in Alberta & Saskatchewan) and she sits on her home community of Ahtahkakoop Cree Nation’s Finance & Audit Committee. She provides coaching and mentorship to a number of aspiring CPA’s through the CPA Western School of Business and their Indigenous Learner’s program.

Camille has a background in law, public policy, and government relations.  She has practiced at the Bar in Jamaica and in Ontario and has worked with the Ontario provincial government. During almost a decade at Queen’s Park, she honed her skills in public policy development, stakeholder and government relations, and regulatory affairs. 

As a former Chief of Staff and Senior Policy Advisor to various Ontario cabinet ministers, Camille has a wealth of experience in issues relating to consumer protection, affordable housing, and poverty reduction. She is also an avid volunteer and has been a member of various Citizen Advisory Committees in the Town of Ajax. 

A graduate of the University of the West Indies (Faculty of Law), she also holds a Certificate in Human Resources Management from Durham College and in 2019 completed the Wharton Advanced Management Program at the University of Pennsylvania. 

SM Leduc  is a non-partisan government relations professional. Her interests lie at the intersection of federalism and socio-economic public policy, with experience in both the federal civil service and the non-profit sector, where she seeks to untangle jurisdictional divisions that impede successful poverty reduction efforts. Currently working in the mental health and addictions sector, her past roles include advocacy at the Canadian Housing and Renewal Association, where she worked on advocacy strategies and coalition campaigns resulting in the federal government making historic investments in community housing, undertaking initiatives to address chronic homelessness, and enshrining the right to housing as a human right through the National Housing Strategy Act (2019).

Courtney Mo has spent the past decade advancing financial empowerment and poverty reduction as a program manager, policy researcher, and advocate engaging with all orders of government. Courtney has a B.A. of Psychology and History, as well as an M.A. of Education. She is the Director of Community Impact at Momentum, a Calgary-based social enterprise focusing on systemic and root causes of poverty and offering a wide variety of income and asset building programs for people living on low incomes. She is passionate about collaborative social policy development; most recently on the issues of payday lending, children’s education savings, financial coaching, income support and basic income policies.  

Mladen leads Google Canada’s Global Partnerships team managing relationships with Canada's largest companies to drive innovation and revenue partnerships. He focuses on helping companies build digital innovation and new revenue models into their operations and businesses. Mladen has 20 years of leadership experience in technology and digital advertising as a successful entrepreneur (exiting his first start up), incubating new digital businesses within large traditional companies, and scaling startups.  Mladen has led diverse business functions, including sales and business development, product development, strategy and operations. He has held several key board positions and was President of The Toronto Advertising Club.  He has led various committees on behalf of the Interactive Advertising Bureau. Today, he sits on the boards of The Parkdale Centre for Innovation and The Canadian Comedy Hall of Fame.

Carmelina Riccio has worked for over three decades in the oil and gas industry all with Shell in a variety of Finance leadership roles. Her most recent assignment was in The Hague working on the performance management of Shell's global capital projects. For the past twenty years her focus has been on the assessment and execution of major capital investments in Liquefied Natural Gas, Shales and Heavy Oil in the Americas and globally. She recently served as a VIP Liaison Officer to the Energy Minister for Romania at the World Petroleum Congress. Carmelina has a BComm, CPA and ICD.D designation. She is currently serving as a Senator at the University of Calgary and is on the Boards of ABC Life Literacy and Carbon Management Canada. 

Anukul is an accomplished leader with extensive experience in steering operations, finance, and administration. He has a proven track record of leading cross-functional teams and driving long-term strategic value for all stakeholders.

Currently, Anukul serves as the CFO of Futurpreneur. In this role, he oversees finance, loan portfolio administration, data governance & insights, and real estate functions. He has been instrumental in transforming Futurpreneur’s financial stability and operational efficiency, significantly enhancing support for young entrepreneurs and the pan-Canadian team. Before joining Futurpreneur, Anukul was the Chief Financial Officer for a global education company, where he led teams across multiple continents, including North America, Europe, and Asia.

Anukul is passionate about advancing financial literacy and has supported many individuals and organizations in this endeavor. He holds an Ontario Chartered Professional Accountant (CPA) designation and earned a Bachelor of Commerce from Panjab University in India.

In his free time, he loves to play tennis and go for long walks, preferably near water—because who doesn't love a good lakeside view?  

Currently a social policy consultant, from 1992 to 2017 Sherri was Vice-President of the Caledon Institute of Social Policy, one of Canada’s leading social policy think tanks. In this role, she helped to propose and design the Canada Child Benefit and other income security and tax measures. From 2018 to 2022, Sherri served as the Vice-Chair of the Disability Advisory Committee reporting to the Minister of National Revenue. She Co-Chaired the Technical Advisory Committee on Tax Measures for Persons with Disabilities in 2004-05, reporting to the Minister of Finance and Minister of National Revenue.

In 1987, Sherri wrote Welfare in Canada, developing the methodology still used today for calculating social assistance incomes across Canada. Sherri has worked for the House of Commons Committee on the Disabled and written four books on disability policy for the Roeher Institute. She was a founding partner of the Vibrant Communities initiative focused on local solutions to reducing poverty. For the policy work Sherri has dedicated herself to she has been awarded the 2017 Senate 150 Anniversary Medal, the 2012 Queen Elizabeth II Diamond Jubilee Medal,  the 2011 Champion of Human Services Award from the Ontario Municipal Social Services Association and the 2010 Top 25 Canadians Award from the Canadian Association of Retired Persons.