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 Society Leadership


President 
Ian Taylor, CFA

Ian is responsible for managing strategic and tactical asset allocation for more than $20 billion in MD portfolios, its Fund of Funds, and alternative investments.  He also leads the research and analyses behind MD's investment views. He is a graduate of the University of Guelph with a commerce degree specializing in management economics in industry and finance. Ian is a CFA Charterholder and was previously the Education Chair for the CFA Society Ottawa.



Vice-President
Sid Rajan, CFA

Sid Rajan is currently a Risk Manager at Canada Deposit Insurance Corporation (CDIC). In this role, he is responsible for assessing the risks associated with a portfolio of Canadian financial institutions, as well as the overall Canadian financial system. He has also contributed to advancing Canada's response to banks being "too-big-to-fail". Sid's prior experience in the financial sector includes work at the Bank of Canada as well as Export Development Canada. Sid is a graduate of Queen's University's Master of Finance (MFin) program and holds a BComm specializing in Finance from the University of Ottawa. Sid has been a CFA Charterholder since 2011 and has been an active Society volunteer since 2017.


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Treasurer
Kevin Pei, CFA

Kevin is an Investment Officer at Global Affairs Canada. His main responsibilities include sovereign credit analysis and transactions structuring for Canada's Sovereign Loans Program and Innovative Finance Program. In this role, he also advises on impact investment projects and works with international partners, multilateral institutions, and Canadian Missions abroad to advance Canada's interests and international assistance efforts. Kevin holds a BA Honours Economics and Finance degree from the University of Waterloo. Kevin is a CFA Charterholder and has been a volunteer with the CFA Society Ottawa since 2016.


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Secretary
John Harvey, CFA

John is the Manager, Public Investments for the Nunavut Trust. In this role, he focuses on research, manager selection, and portfolio monitoring/implementation. John is a CFA Charterholder, CAIA Chaterholder, and holds a Certificate in Investment Performance Measurement. He graduated from Carleton University with a B.Com. in accounting and finance. John has been an active society volunteer since 2017.


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Past President
Sean Kulik, CPA,CA,CFA,CAIA

Sean has been a CFA Institute member since 2011. He is the Managing Director, Investments at Nunavut Trust, a closed endowment based in Ottawa. Sean focuses on overall asset allocation, manager selection, risk management, and portfolio monitoring. Sean is actively involved in the CFA Society of Ottawa, the CAIA Canada Chapter, and he currently sits on the investment committee for the University of Ottawa Telfer Capital Fund, and the Friends of the Ottawa Public Library. Sean holds a BComm from the University of Ottawa, is a CFA Charterholder, a CAIA Charterholder, and also a Chartered Accountant.


EXECUTIVE COMMITTEE (CHAIRS)
 
 Program Chair: Daniel Kirshner
 
Education Chair: Tarek Kassem, CFA, CIPM, CAIA
 
Employer Engagement Chair: Sid Rajan, CFA
 
Public Awareness & Membership Chair:  Graham Edwards, CFA
 
Communication Chair:  Mason Hoseini

Women In Investment Management - Maral Chukhalkhuu
 
 
VOLUNTEER SUPPORT
 
Financial Literacy Support: Inkosi Lufu-Ncube and Oussama Hidane
 
uOttawa Relations: Tarek Kassem
 
uCarleton Relations: Yuriy Zabolotnyuk


 Past Society Presidents

Sean Kulik,                2018-2021
CPA,CA,CFA,CAIA 


​Wesley
Blight, CF


Bernhard Eichenlaub, CFA, MA

2016-2018




2015-2016​


​Paul Baron, CFA
​2014-2015

Rebecca Tam, CFA
​2013-2014


 

Trevor Carson, CFA

2012-2013

Sacha Imbert, CFA

2011-2012

Julian M. Deschatelets, CFA


 

2010-2011


 

Andrew Baechler, CFA

2009-2010

Jim Steel, CFA

2008-2009

Paul Hemsing, CFA

2007-2008

Keith Thompson, CFA

2006-2007

Habib Saikali, CFA

2005-2006

John Lindsay, CFA

2003-2005

Stephen Wilhelm, CFA

2001-2003

Mark Lalonde, CFA

2000-2001

Thomas Sloan, CFA

1999-2000

Robert R. Hannah, CFA

1997-1999

Brian J.H. Cook, CFA

1996-1997

William A. Barker, CFA

1995-1996

Patrick R. Lenouvel

1994-1995

Janice M. Holzscherer, CFA

1993-1994

Michael A. Pallett

1992-1993

Nancy E.E. Kemball

1991-1992

Naomi Ridout, CFA

1990-1991

Stephen N. Watson, CFA

1989-1990

Douglas M. Cousins

1988-1989

Keith E. Butler, CFA

1987-1988

Chantal L. Murphy

1986-1987

Dleap S. Hall

1985-1986

Donald G. Campbell

1984-1985

George O. Toller

1983-1984

E. Larry Haffner

1982-1983

Kevin W. Charlebois, CFA

1981-1982

Peter J. Doherty, CFA

1980-1981

Alan V. Castledine

1979-1980

M. Lois Roscoe

1978-1979

Anthony H. Bogert

1977-1978