Investment Advisory Committee

 
Heather Douglas

Heather Douglas (Chair) is a partner at WeirFoulds LLP who has extensive experience with infrastructure financing transactions undertaken by municipalities, school boards and Crown corporations. In this regard she regularly acts for the underwriting syndicates for capital markets transactions, for the fiscal agents for private placements and for municipalities and school boards directly when they finance infrastructure projects pursuant to various government loan programs. Heather has acted for various financial institutions in establishing loan programs for municipalities. She advises public sector entities and financial institutions on a broad range of public sector financing issues including the borrowing and investing powers of municipalities and she has advised municipalities on public-private arrangements for infrastructure projects. For more than a decade Heather has served as the only external counsel on the Ministry of Municipal Affairs’ Debt Issuance and Investment Committee and was a member of the Board of Directors of a publically traded international pharmaceutical corporation. In addition, she has also served as a member of the Board of Directors of The Canadian Council for Public-Private Partnerships.

James C L Clark

James C L Clark (CPA, CA, CFA) is the President of Dunhelm Consulting and has more than 25 years of broad pension experience in pension fund management, investment consulting, marketing, sales and client service. A former manager of a $1 billion pension plan with the Bank of Montreal, he currently provides investment and communication consulting services to institutional investors and investment managers. Mr. Clark also serves on the University of Ottawa’s Treasury Committee and on a number of other boards and committees dealing with investment and portfolio management issues. He has lectured for York University’s MBA program and contributed to numerous pension industry publications.  

Jennifer Dowty (CFA)

Jennifer Dowty (CFA) is an equities analyst and business reporter at The Globe and Mail. She has approximately 18 years of experience working in the financial industry, of which nearly 14 years was at Manulife Asset Management. While at Manulife, Jennifer was a portfolio manager overseeing Canadian and global equity mutual funds, institutional funds, and pension plans.

James G.Giles (CPA, CFA)

James G.Giles (CPA, CFA) recently retired from his role as Chief Investment Officer of Foresters Financial (Foresters), where he directly oversaw over $6 billion of the organizations investment assets. Those assets included both Canadian and U.S. insurance and Canadian pension funds, where he represented the organization on industry groups such as PIAC. James broadened the asset exposure of Foresters and also hired external managers where necessary. Prior to that he directly managed assets including real estate income trusts (REITs) and preferred shares and managed the investment accounting area. James has over 25 years of total financial sector experience. In addition, he has lectured for many years as part of preparatory programs for students seeking the Chartered Financial Analyst designation as well as for other programs such as the then Society of Management Accountants. He has also been quoted in the media on investment matters.

Christine Tessier

Christine Tessier (CFA) is Vice-President, Investments and Treasury at CAA Club Group, where she is responsible for oversight and management of the company’s nearly $1B in pension, corporate and insurance assets. Mrs. Tessier contributes over 16 years of investment experience, with a specific focus in product development and design, investment consulting and strategic planning. She bring experience in both the retail and institutional markets and has developed or researched products across the asset class spectrum, spanning both straightforward and complex solutions. Mrs. Tessier has a Bachelor of Commerce degree from Laurentian University.

Geri Turner (CFA)

Geri Turner (CFA) has over 25 years of experience in designing, monitoring and implementing investment strategies for pension plans, non-profits, sovereign wealth funds, governments and other institutional investors. Geri also has extensive experience in designing and launching investment vehicles such as pooled funds, mutual funds and exchange traded funds for institutional and retail investors. Geri spent nine years as an investment consultant with AON Hewitt followed by 17 years in various roles, including head of business development, head of product and chief operating officer, for BlackRock Asset Management Canada Limited. Geri was also an ongoing guest lecturer on investments at Humber College. In addition to her work with The One Investment Advisory Committee, Geri is currently a Director of the Board of the Police Credit Union, Board Chair of the Wilderness Canoe Association as well as a founding member of Sparrow, a refugee sponsorship and resettlement program.

 
 

Contact

Eleonore Schneider
Program Manager

T 416.971.9856 ext. 320
TF 1.877.426.6527
F 416.971.6191