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 Board of Directors

Jordan is President of Wilson Wealth Management, a boutique, fiduciary, wealth management firm based in Saskatoon. Jordan has a Bachelor of Commerce from the University of Alberta and holds CFA, CPA, CA, and CFP professional designations.  Jordan has over 25 years experience in various areas, including: public accounting and tax; oil and gas industry; taking an oil company public as VP-Finance, Treasurer, and Board member; international finance in The Bahamas, Cayman Islands, and Switzerland; investment analysis of bankable, non-bankable, and operating assets; product and risk management; mergers and acquisitions; managing the Global Trust Operations for UBS. Over his career, Jordan has served on the Boards of over 100 companies, including non-profit, public, private operating, and investment companies. Since joining the CFA Society Saskatchewan Board in July 2018, Jordan has been heavily involved in Candidate Preparation and University and High School Outreach activities.
Juliana is a Capital Markets Director at Concentra Bank, where she manages and monitors Concentra's investment portfolio and funding sources via capital markets by providing strategic and operational management.  Prior to this role, Juliana worked at Möbius Benefit Administrators and Connor, Clark, & Lunn Financial Group.  Juliana graduated from the University of British Columbia with a Bachelor of Arts (mathematics and economics) and is a CFA Charterholder. 
dan web.jpgDAN SUMNER, CFA, MA
Dan is a Senior Investment Counsellor and Portfolio Manager at BMO Private Investment Counsel where he counsels high net worth families, foundations and corporations on their long-term investment and financial strategies. Prior to his current role Dan worked in mining, oil & gas and banking with roles at BHP Billiton Potash, Talisman Energy and ATB Financial.  Dan received his Master's in Economics from Queen's University and obtained the CFA charter in 2013.  Dan has held non-profit positions with the Economics Society of Calgary and the Calgary Chamber of Commerce.
Junting Zhou works as a Senior Market Risk Analyst at Farm Credit Canada in Regina, Saskatchewan, where he is responsible for analysing and managing market risks. Prior to his current role, he spent 9 years working in funding and investing, funds transfer pricing, financial reporting, treasury operations and compliance and accounting area. Junting Zhou graduated from the University of Regina with a Bachelor of Business Administration (BBA) Degree. Junting Zhou received the Chartered Financial Analyst (CFA) designation in 2018 and is also a Chartered Professional Accountant (CPA) in Canada.

Henry is the founder and chairman of qT-group, #1 Financial Capital Services - multinational companies. Holding a PhD in Applied Mathematics, Henry completed his postdoc on Machine Learning in multiple countries and actively supported the CFA society boards of those countries as well. With his 20+ years of success in chair and management - especially for AI-based business growth - up to $40 Billion USD, Henry also supported CAIA, PRMIA, and GARP organizations.
​Don has been a charterholder since 2001.  He has recently retired after 33 years of professional experience, with 30 years in Saskatchewan and 3 years in New Zealand and Australia.  Don's main area of focus was on corporate finance but he was also active as a Sessional Lecturer at the University of Regina and First Nations University, teaching Finance, Economics and Accounting.  Don is now involved in marking for the CFA Candidate Exams and will continue with both academics and as a volunteer for the CFA Society Saskatchewan and CFA Institute well into his retirement.
​Robin is a Wealth Advisor and Portfolio Manager at Scotia Wealth Management in Saskatoon. She provides guidance and solutions to high net worth individuals, corporations and foundations to meet their wealth management goals. Robin obtained her Bachelor of Commerce degree in 2010 from the University of Saskatchewan as well as the CFA charter in 2017.  Robin also serves as the Director of Finance with Dress for Success Saskatoon.
​Adam is an Associate at PFM Capital Inc., Saskatchewan's largest private equity investment management firm. He is responsible for the due diligence and underwriting of investment opportunities, as well as monitoring the portfolio and preparing market research. Prior to joining PFM, Adam worked at Greystone Managed Investments Inc. (TD Greystone) as an Analyst Assistant on the real estate & mortgages team. He graduated from the University of Regina in 2015 with a Bachelor of Business Administration (Distinction) and Certificate in Economics. Adam became a CFA Charterholder in 2019 and a Director of CFA Society Saskatchewan in 2020.  
NMweb.jpgNEVIN MARKWART, MBA, CFA, MS Cybersecurity
After a 9-year professional hockey career with the Boston Bruins, Nevin graduated with an MBA from Northeastern University.  For the next 23 years he worked in the investment management industry focused on helping clients, ranging from individuals to sovereign wealth funds, confidently meet their investment objectives. In his CEO roles, Nevin built investment businesses emphasizing entrepreneurial and fiduciary cultures, employee ownership and a laser focus on the client. Retooled his skillsets for the new economy, Nevin earned a Master of Science degree in Cybersecurity from Brown University.  Nevin advises the founders and board of directors of many startup companies and is the Chief Information Security Officer for the Toronto-based technology startup, Future Vault Inc.
chris web.jpgCHRIS WHITESIDE, P. Eng, CFA
Born and raised in Saskatchewan, Chris attended the University of Saskatchewan and obtained a Bachelor of Engineering (B.E.) in Mechanical Engineering with distinction. After a successful career as a Professional Engineer (P.Eng.) working for both small and large public and private corporations in Europe and throughout Western Canada, Chris returned to Saskatoon to start a family and to help business owners and professionals achieve their wealth goals. His passion and interest in wealth management led him to obtain the Chartered Financial Analyst (CFA®) designation and joint the board of directors. 

Mark Smith-Windsor is a Vice-President and Portfolio Manager with Industrial Alliance Securities. He has worked in the investment industry since 2004. He graduated from the University of Saskatchewan majoring in Economics. He earned his CFA Charter in 2008 and is a Chartered Professional Accountant (CPA CMA). He is a director of the Saskatoon Friendship Inn and a private natural resources company. 

 Past Presidents

2020-2021 Juliana Wong, CFA
2019-2020 Mark Smith-WIndsor, CFA
2018-2019 Veronica Gamracy, CFA, CIPM
2017-2018 Johanna Salloum, CFA​
2016-2017 Johanna Salloum, CFA​
2015-2016 Robert Davis, CFA
2014-2015  Jeff Lindskog, CFA
2013-2014  Chris Chernecki, CFA
2012-2013  Jardin Schnurr, CFA
2011-2012  Jardin Schnurr, CFA
2010-2011  Heather L. Greenman, CFA
2009-2010  Heather L. Greenman, CFA
2008-2009  Jeffrey R. Linner, CFA
2007-2008  Jesse Blair Ledingham, CFA
2006-2007  Dallas Craig Marce, CFA
2005-2006  Murray Gettle, CFA
2004-2005  Scott Linner, CFA
2002-2004  Chris Johnson, CFA
2000-2002  Gayle McDade, CFA
1998-2000  Blair Swystun, CFA
1996-1998  Betty-Jane Thomas, CFA
1995-1996  Brian LaBerge, CFA
1993-1995  Robert Vanderhooft, CFA
1992-1993  Jim Aronitz, CFA
1990-1991  Lorraine Mickler, CFA
1989-1990  Jim Aronitz, CFA
1989-1990  Harold Walters, CFA
1988-1989  Ian Madsen, CFA

 ‭(Hidden)‬ Committees


Candidate & University Relations
Don Hamilton, CFA

Jonathan Luimes, CFA

Veronica Gamracy, CFA, CIPM

Forecast Dinner
Juliana Wong, CFA

Rankin Jaworski, CFA

Regina - Don Hamilton, CFA
Saskatoon - Nicole Zheng, CFA

Employer Outreach & Public Awareness
Mark Smith Windsor, CFA,

Saskatoon Outlook Dinner
Dan Sumner, CFA

Lydia Mohoric​

 ‭(Hidden)‬ Leadership






Jeff Lindskog, CFA, FRM – President


Jeff is the Treasurer at Viterra where he is responsible for Canadian and US pension investments in addition to cash management, funding, foreign exchange and insurance. Prior to joining Viterra, Jeff worked at Farm Credit Canada where he held various positions in Treasury and Portfolio Management. Jeff is a CFA Charterholder, a Certified Financial Risk Manager and holds a Bachelor of Administration from the University of Regina.

 About CFA Institute

CFA Institute is a global, nonprofit member organization of financial analysts, portfolio managers, and other investment professionals.