Leadership

President
John Harvey, CFA, CIPM, CAIA

John is the Manager, 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. In his spare time John enjoys backcountry snowboarding, hiking, canoeing, and cycling.

Vice President
Daniel Kirshner, CFA

Daniel is an Associate in Export Development Canada’s Investments group. He works on multi-sector direct and fund investments in both the venture capital and mid-market private equity space. He has prior experience in corporate lending and consulting. Daniel is a CFA Charter holder and holds a B.Com. in Finance from the University of Ottawa. He was previously the Program Chair for the CFA Society Ottawa.

Treasurer
Maral Chukhalkhuu

Maral is an Investment Counsellor at RBC PH&N Investment Counsel, specializing in comprehensive discretionary investment management for high-net-worth clients, families and owner-managed businesses. A CFA charter holder and advocate for gender diversity in the investment management profession, Maral earned her Bachelor of International Business degree from the Sprott School of Business at Carleton University.  Maral was previously the Women In Investment Management Chair for the CFA Society, and has been an active society member since 2017. She is fluent in English and Mongolian, and speaks some French and Japanese as she enjoys learning about new cultures and languages.

Secretary 
Kathryn Laflamme

Kathryn is a Risk Manager at Canada Deposit Insurance Corporation (CDIC) where she performs risk assessments on a portfolio of Canadian deposit-taking institutions. Prior to working at CDIC, Kathryn spent almost a decade working at Canada Mortgage and Housing Corporation (CMHC) where she gained progressive experience in insurance operations, risk management, policy analysis, and product development roles.   Kathryn is a CFA Charterholder and was previously the Women in Investment Management Chair for the CFA Society Ottawa. Kathryn holds a Bachelor of Arts in Law specializing in Business Law from Carleton University, as well as a Master of Finance and a Master of Public Administration from Queen’s University. During her studies, Kathryn studied abroad in both Paris, France and Shanghai, China.



Past 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.

Executive Committee (Chairs)
 

Poppy Rui............................................................................Program Chair

Inkosi Lufu-Ncube............................................................Membership & Public Awareness Chair

David Maybury ................................................................Communications Chair

Miranda Friesen.....…………………………………………...…..Women in Investment Management Chair

Yuriy Zabolotnyuk, PhD, CFA, FRM.............................University Outreach - Carleton

Tarek Kassem....................................................................University Outreach - uOttawa

Past Society Presidents

Ian Taylor, CFA

2021-2023
Sean Kulik, CPA,CA,CFA,CAIA 2018-2021
​Wesley Blight, CFA 2016-2018
Bernhard Eichenlaub, CFA 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