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 Board of Directors

OFFICERS
jmwweb.pngJORDAN WILSON, CFA, CPA (CA), CFP
​PRESIDENT
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.

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DON HAMILTON, CFA
VICE PRESIDENT AND TREASURER
​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.

JWFINANCE-205-Edit-2.jpgLILY LIU, CFA, MBA
SECRETARY
Lily works as an Assistant Vice-President, Commercial Mortgages at Addenda Capital Inc., one of Canada’s largest multi-asset investment firms. She has over 20 years of global work experience in the investment industry. Prior to her current role, Lily worked for Cordiant Capital Inc., Hélène Dion Investment Management Inc., and a commercial bank in China. Lily graduated from HEC Montreal with a Master of Business Administration (MBA) degree. She also holds a Master in Management degree from Tsinghua University and a Bachelor of Economics degree from Nankai University. Lily received the Chartered Financial Analyst (CFA) designation in 2011.

DIRECTORS
hdweb.pngAMAR BAJWA, BAppSc, CFA, EMBA, 
DIRECTOR
Amar is a Regina native currently employed with SaskPower as a Consultant with the Business Analysis and Risk Management group. Amar attended the University of Regina where he obtained his Bachelors of Applied Science in the Electronics Systems Engineering program in 2005. Amar started his career in Information Technology before joining SaskPower in 2009 as an Engineer in Training (EIT). With SaskPower, Amar worked in a variety of Engineering roles, earning his P.Eng in 2013. In 2014, Amar went back to the University of Regina, enrolling in the Executive Masters of Business Administration program through the Kenneth Levene Graduate School of Business, completing the program in 2016. It was after this time Amar decided to further augment his education by pursuing the CFA Charter which he obtained in 2021. Prior to joining the Business Analysis and Risk Management group, Amar worked in the Treasury at SaskPower where his duties included financial modelling and analysis, mark to market reporting of SaskPower’s natural gas portfolio and executing commodity (natural gas) transactions on behalf of SaskPower. 

hdweb.pngELLA CHEN, CFA, MSc (FINANCE)
DIRECTOR
Ella is a Pension Analyst at Farm Credit Canada based in Regina, Saskatchewan, where she supports the administration, governance, and strategic objectives of FCC’s DB and DC pension programs. Prior to her current role, Ella worked at CIBC as a Financial Advisor providing financial planning and managing a portfolio of high net worth clients. Ella graduated from George Washington University in 2014 with a Master of Science in Finance Degree and obtained the CFA charter in 2021.


hdweb.pngHENRY DUONG, PhD, CFA, CAIA, PRM, ERP
DIRECTOR
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.

alweb.pngADAM LAPRAIRIE, BBA, CFA
DIRECTOR
​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
DIRECTOR
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.jpgMARTIN McINNIS, BComm (Honours), CFA, CPA
DIRECTOR​
Martin McInnis is the executive director of the Co-operative Superannuation Society (CSS) Pension Plan, one of Canada’s largest and oldest defined contribution pension plans.  Martin has a strong appreciation for the positive difference that co-operative enterprise makes in the lives of everyday people and their communities. He is proud to be leading the CSS Pension Plan on behalf of more than 300 Canadian co-operative and credit union employers and approximately 53,000 employee members and retirees.  Martin has a broad range of experience and skills in the areas of strategy, finance, operations, accounting, risk management and information technology. He holds a bachelor of commerce (honours in computer science) from the University of Saskatchewan, is a chartered financial analyst (CFA) charterholder and is a chartered professional accountant (FCPA, FCMA).
chris web.jpgZAC REITMEIER, AS, CFA, CAIA
DIRECTOR​
Zac is an Investment Analyst at Saskatchewan Healthcare Employees’ Pension Plan (SHEPP), where he is responsible for analysis and reporting on external investment managers, supporting investment manager search activity, and monitoring the Plan’s overall performance. Prior to joining SHEPP, Zac worked at Addenda Capital as an Assistant Analyst on the mortgages team, and at Aon as a co-op student on the Retirement Consulting team. He graduated from the University of Regina in 2019 with a degree in Actuarial Science. Zac became a CFA Charterholder in 2021 and a CAIA Charterholder in 2022.

chris web.jpgCHRIS WHITESIDE, P. Eng, CFA
DIRECTOR​
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. 


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JULIANA WONG, BA (Economics and Math), CFA
PAST PRESIDENT
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. 

 Past Presidents

2021-2022 Jordan Wilson, CFA, CPA (CA), CFP
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

COMMITTEE CHAIRS

Candidate & University Relations
Don Hamilton, CFA
E-mail: 

Jonathan Luimes, CFA
Email

Governance
Veronica Gamracy, CFA, CIPM
E-mail: 

Forecast Dinner
Juliana Wong, CFA
E-mail

Membership
Rankin Jaworski, CFA
E-mail

Programming
Regina - Don Hamilton, CFA
E-mail
Saskatoon - Nicole Zheng, CFA
Email

Employer Outreach & Public Awareness
Mark Smith Windsor, CFA,
E-mail 

Saskatoon Outlook Dinner
Dan Sumner, CFA

Technology
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.