OFFICERS
AMAR 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.
JAMES SULLIVAN, CFA, MS, MA
VICE PRESIDENT
James recently retired after 30 years of working in Japan and Asia, most recently for the London Stock Exchange Group. His main area of focus was the Financial Data & Analytics Industry. James graduated from the Higher School of Economics with an MS in Applied Mathematics and Informatics. He also holds an MA in Area Studies from the University of Tsukuba and an undergraduate degree from the University of Saskatchewan. James has been a CFA charterholder since 2001.
VERONICA GAMRACY, CFA, MBA, CIMA, CIPM
SECREATARY/TREASURER
Veronica has recently retired, having worked as a Portfolio Manager and Investment Advisor with CIBC World Markets and Merrill Lynch International for over 36 years, serving a clientele of affluent individuals, institutions, and corporations. She holds an MBA (McGill) in International and Corporate Finance as well as the CIMA (Certified Investment Management Analyst) designation. She is a CFA (Chartered Financial Analyst) charterholder as well as a CIPM (Certificate in Performance Measurement) certificant. Veronica has been the recipient of the Investment Dealers National Award of Distinction for the province of Saskatchewan, an annual award created to recognize excellence and professionalism in the industry. She has served on the boards of several charitable organizations, provincial crown corporations, and industry councils, and was President of CFA Society Saskatchewan.
DIRECTORS
PRESLEY GIBLER, BBA, CFA
DIRECTOR
Presley Gibler is an investment management professional based in Regina, Saskatchewan. She has spent over 12 years with TD Asset Management (formerly Greystone Managed Investments Inc.), having held roles on both the operational and investment sides of the business. Currently Manager, Client Support Group, she leads a team responsible for the firm's institutional client reporting and has a passion for finding process efficiencies in efforts to improve the client experience. With a desire to give back to her community, Presley lends her experience and support to a number of volunteer boards and local events. Presley holds a Bachelor of Business Administration from the University of Regina and has been a Chartered Financial Analyst® (CFA) charterholder since 2018. Outside of the office, she enjoys cooking, music, and working on her golf swing.
ESOSA IDAHOSA, CFA
DIRECTOR
Esosa Idahosa is a Senior Investment Analyst at Mobius Benefits Administrators, where she is responsible for conducting market research and monitoring investments across the spectrum of asset classes, including public markets, private markets, and alternative asset classes. She also recommends investment strategies that aid the sustainable delivery of pension and disability benefits. Before joining Mobius Benefits Administrators, Esosa held vital positions on the investment team of other financial institutions, contributing significantly to their success. Her experience cuts across various areas, including Corporate Finance Advisory, Private Equity, and Venture Capital. She serves on other Boards, including Family Service, Regina. Her commitment to excellence and passion for finance and investment make her an asset to the CFA Society Saskatchewan.
DENSON LIU, CFA, CFP, PFP
DIRECTOR
Denson was born and raised in China but his life took a transformative turn when he came to Canada in 2010 to pursue his education. He completed his undergraduate degree from Memorial University of Newfoundland and went on to earn an MBA from the University of Saskatchewan. In 2016, he began his finance career at RBC and is now an esteemed investment advisor at RBC Dominion Securities. Denson specializes in providing wealth planning services to high-net-worth families, helping them preserve and grow their wealth. He holds an impressive array of professional designations, including CFA, CFP, and PFP, which showcase his commitment to excellence in the financial industry. Denson's dedication, warm approach, and passion for empowering clients have made him a trusted partner in their financial journeys, impacting their lives and securing prosperous futures.
NEVIN 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.
MARTIN McINNIS, BComm (Honours), CFA, FCPA, FCMA
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 54,000 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.
ANKUR MITRA, P.ENG (EE), MBA,CFA
DIRECTOR
Ankur is a seasoned finance professional with over 23 years of experience behind him across business functions (Corporate Finance, Project Finance, Strategic Planning, Corporate Development and Operations) in infrastructure/power sector space. He has handled projects and implemented financial solutions across all stages of project life cycle.
Ankur graduated in Electrical Engineering and later completed his post graduate studies in management (MBA) at Indian School of Business (Hyderabad, India). He is a CFA charter-holder and has a certificate in Project Finance from Indian Institute of Banking & Finance (Mumbai, India). Ankur currently works with SaskPower and provides financial analyses and risk assessments for decision support.
ERIN TRAPP, BA (Econ)CFA
DIRECTOR
Erin is a Partner at Emmertech, a Saskatchewan based AgTech fund investing in agribusiness innovation. Erin sits on the funds investment committee and provides support to portfolio companies in the form of governance, financial & operational guidance, business strategy and more. Prior to Emmertech, Erin was Vice President, Product & Strategy at TD Asset Management. Prior to TD, Erin held various roles of increasing seniority at Saskatchewan based Greystone Managed Investments. Erin holds a Bachelor of Arts in Economics from the University of Victoria, where she attended on an athletic scholarship (basketball), and is a CFA Charterholder
JORDAN WILSON, CFA, CPA (CA), CFP
PAST 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.