BLUESHORE FINANCIAL - Key Persons
Job Titles:
- Chief Marketing and Strategy Officer
Armita has strategic and operational oversight of brand stewardship, research, strategic planning, products and partnerships, employee and corporate communications, community impact, and ESG strategy. She is focused on driving BlueShore's core purpose of passionately improving our clients' financial well-being in an interconnected digital world, and on promoting BlueShore's exceptional client experience and deep financial expertise. Armita works with the CEO to lead strategy development and oversees the success of enterprise wide projects.
Armita has over 20 years of experience in a variety of industries including financial services and technology. Throughout her career, she has led numerous strategic marketing and corporate initiatives for organizations such as Aviso Wealth, Microsoft Canada, Avaya, and FINCAD, in house and on the agency front.
She holds a BA in Communications and Political Science from Simon Fraser University, and is completing her MBA from the Edinburgh Business School. Armita is deeply committed to community giving and has contributed to a number of organizations serving as a Board member for Dress for Success Vancouver and the SFU Alumni Association.
Chris is a seasoned finance executive and has held several leadership positions at organizations in the consumer and hospitality space. Today, Chris is Chief Financial Officer at Arc'teryx, a global leader in the design of high-performance outdoor gear where he leads the Finance and Strategy functions.
Chris was previously the Chief Financial Officer of Bailey Nelson, a multi-national direct-to-consumer eye care brand which he helped scale to over 90 stores.
Prior to that, Chris spent nine years at lululemon, holding a variety of leadership positions including International CFO where he led lululemon's Asia Pacific and EMEA financial operations and SVP Finance, where he led the financial planning, investor relations and indirect procurement functions. Chris has also held senior finance roles at Intrawest, the former owner of Whistler Blackcomb which he helped take private in 2006.
A born and raised Vancouverite, Chris obtained his Bachelor of Commerce from UBC Sauder School of Business and is a Chartered Professional Accountant. He is also a proud advocate of supporting the community and serves as Board Director and Treasurer of Madrona School Society, an independent school focused on developing and nurturing gifted children to help them reach their full potential. Chris resides in Vancouver
Job Titles:
- Investment Advisor
- Portfolio Manager
Investment Advisor and Portfolio Manager Claudio Chisani discusses investing in AI related stocks, and shared insights around whether the potential AI…
Job Titles:
- Chief Human Resources Officer
With more than 25 years of Human Resources experience across a wide scope of business lines within financial services, Deb oversees the strategic planning and execution of all facets of Human Resources at BlueShore including culture, recruitment, talent management, employee advisory services, compensation, benefits, rewards, learning and leadership development. She is responsible for ensuring a high-performing, engaged and inclusive corporate culture to help move BlueShore's business and people practices forward.
Job Titles:
- Interim Chief Financial Officer
- Chartered Professional Accountant
Derek is responsible for leading and managing financial strategy, initiatives and activities across the organization. Derek is a seasoned finance and treasury professional with over twenty-four years of experience in increasingly senior roles in the financial services industry, in both Canada and internationally. Derek is passionate about building, inspiring and empowering strong and effective teams that add value throughout the organization.
Derek's career has included previous roles at HSBC, Credit Suisse and Price Waterhouse, spanning such areas as asset and liability management, capital planning and issuance, recovery and resolution planning, secured funding programs, regulatory and rating agency relationships, taxation, strategy, financial planning, derivative products support, treasury financial control, mergers and acquisitions, audit and business advisory and accounting.
Derek is a Chartered Professional Accountant (CPA CA) and Chartered Financial Analyst (CFA), and holds a Bachelor of Commerce (Honours) degree from the University of Saskatchewan.
Job Titles:
- Chairman
- Business Owner and Former Executive
- Treasurer and past Chair of the Whistler Chamber of Commerce
Diana is a business owner and former executive in the credit union system, both in BC and nationally. She is a Chartered Professional Accountant with extensive experience in human resources, finance and governance. Diana holds the Institute of Corporate Directors Director designation (ICD.D). Diana received her fellowship from the Chartered Professional Accountants of BC in 2018 and was presented with the Queen's Diamond Jubilee medal in 2012.
Diana is Treasurer and past Chair of the Whistler Chamber of Commerce and a Director of the Whistler Housing Authority. Diana has volunteered with various community boards including YWCA of Metro Vancouver, Whistler Institute for Learning Society, Basketball BC and served as a trustee of the BC Credit Union Employees' Pension and Benefits Trusts from 2013 to 2015. She holds an honours degree from the Richard Ivey School of Business at the University of Western Ontario. Diana resides in Whistler.
Diane is responsible for leading the strategy and operations of BlueShore's branch network, Solution Centre, and Wealth Management lines of business.
She is an innovative leader, with strong commercial and governance acumen and over 20 years' experience in financial services. She has served in a number of C-Suite roles with leading global and regional financial institutions, including HSBC Investment Funds Canada, HSBC Personal Banking and Wealth Management Canada, and Prospera Credit Union. Before joining BlueShore, Diane was the Western Canada Market Leader for Financial Services at Ernst & Young Canada. Here she led a consulting practice for regional banks, credit unions and wealth management firms in Western Canada.
Diane is passionate about giving back to the broader community. She has served on a number of Boards including the Terry Fox Foundation, British Columbia Real Estate Association, Hong Kong Canada Business Association, the Abbotsford Airport Authority, the Abbotsford City Business, Innovation and Economic Development Committee and Credit Union CUMIS Wealth Management.
She holds an Institute of Corporate Directors Designation (ICD.D), an MBA in Global Asset and Wealth Management, and a BSc in Computer Science.
Ezekiel oversees enterprise-wide strategic management of risk. As a member of ELT, he works with his peers to set the overall strategic tone while leading an independent, stand-alone risk management function.
Ezekiel has 20 years of experience in the financial services industry. Prior to joining BlueShore, he held a variety of senior roles at HSBC Bank. In 2008, he moved to Geneva to lead a global cybersecurity team for HSBC Private Bank. Ezekiel returned to Canada in 2010 to roll out an enterprise risk management program, and later was instrumental in implementing a vast financial crime and regulatory compliance change program for HSBC Bank Canada. His expertise was called upon to provide feedback to OSFI as the regulator was contemplating financial crime best practices, and he has worked on a number of OSFI regulatory exams. In addition to OSFI, his career has led him to work with a number of regulators including FINMA in Switzerland, the OCC and DOJ in the US, and most recently the BCFSA in Canada. Ezekiel believes in the good of social impact and has served on the Boards of community organizations. He holds a Bachelor of Business Administration from Simon Fraser University and a Master's degree from the University of Manchester.
Job Titles:
- Chief Information Officer
With more than 20 years of senior management experience, Fred provides strategic direction to the Information Technology Solutions, Corporate Business Solutions, and Facilities departments. He leads the planning, design and implementation of technology solutions and standards, helping to position BlueShore Financial as a credible innovator in the financial services marketplace. Fred also oversees the development and evolution of BlueShore Financial's innovative Financial Spa® branch design concept. The integration of technology, administrative processes and facility design concepts ensures BlueShore Financial's signature client experience.
Fred is a past Director and Board Chair of The Exchange Network, and has served on the Hewlett Packard Canada Executive Advisory Board. Fred has also been a blog contributor for Bank Systems and Technology and served on their Readers Advisory Board. He was recently appointed by the Central 1 Board to serve on the C1 Technology Committee and currently leads the Temenos-Microsoft Global Peer Group. Fred and BlueShore's Technology Department have been recognized for their innovative work in a number of enterprise business software applications.
Job Titles:
- Chief Executive Officer
- President
- Board Member of the Credit Union Central of Canada
- Meet BlueShore Financial CEO
Ian is a values-led and people-centric executive with a proven track record of driving solid financial results, setting strategy, developing empowered teams and delivering a differentiated client experience. He has over twenty years of experience as a senior leader, with deep knowledge in areas of strategy development, risk management, retail and business banking, wealth management, and commercial lending.
A champion of the Canadian credit union system, Ian is a Board member of the Credit Union Central of Canada (CUCC) and previously served as CEO of Kindred Credit Union in Ontario. Prior to that, he held several executive roles during his ten years at Coast Capital Savings including as Chief Risk Officer, Vice-President Retail and Wealth, and Chief Member Experience Officer, in addition to his extensive risk advisory experience at Deloitte.
Ian holds an MBA (Honours) from the University of Calgary and a BA in Communications and Business from Simon Fraser University. In addition, he holds an Institute of Corporate Directors Designation (ICD.D), and a Diploma of Strategy and Innovation from MIT.
Julie is an experienced private equity and venture capital investor with a track record of bringing together people and resources to successfully scale organizations. She is currently General Partner in several direct and indirect private equity investment funds. She is focused on using collaborative investment principles to generate outsized returns and power equitable change in capital markets.
Previously, Julie has managed private asset portfolios in both a family office environment and an institutionally backed, top quartile performing North American buyout fund. Prior to entering private investment, she spent the first decade of her career in professional service firms, moving quickly from an audit to transaction advisory capacity. Through her work investing across a diverse range of both early-stage technology and mature companies, Julie brings a broad spectrum of operational, transactional, capital management and governance experience. Julie is a Chartered Professional Accountant, Chartered Business Valuator and holds the Institute of Corporate Directors Director designation (ICD.D).
Julie sits on a number of private company boards and is an active member of the community. She is past Chair of Central City Foundation and is involved in several local youth and sport organizations. She holds a Bachelor of Commerce degree from McGill University. Julie resides in Vancouver.
Job Titles:
- Vice Chair
- Judge of the World Bank Administrative
Lynne Charbonneau is a judge of the World Bank Administrative Tribunal and Adjunct Professor for the University of Calgary Faculty of Law. In addition to serving on the Board of Directors of BlueShore Financial, she serves on the Board of Directors of Inuvialuit Development Corporation, a diversified investment, venture capital and management holding company owned on behalf of the Inuit of Canada's western Arctic. Lynne has served on the boards of several non-profit organizations over the last two decades and holds the Institute of Corporate Directors Director designation (ICD.D).
Lynne is past chair of the Board of Directors of Actsafe Safety Association, a worker health and safety organization for the production of motion picture, television, live events and performing arts in British Columbia. In recent years, Lynne has also served on the Futures Task Force of the Law Society of British Columbia and on the Dean's Advisory Committee for the Centre for Business Law at the Peter A. Allard School of Law at the University of British Columbia. From 2005 until 2018, Lynne served as Deputy General Counsel at HSBC Bank Canada. Prior to her time with HSBC, Lynne was a partner of the Canadian national law firm, Fasken Martineau DuMoulin LLP.
Lynne received the 2018 Canadian Corporate Counsel Association (CCCA) Innovation Award for creation of value in a law department, the 2013 Lexpert Zenith Award recognizing her as one of an elite group of "Women Leaders in the Legal Profession" in Canada and a 2008 Lexpert designation as a "Rising Star - Leading Lawyer Under 40". Lynne resides in North Vancouver.
Job Titles:
- Director
- President & Chief Executive Officer of E - Comm
Oliver is the President & Chief Executive Officer of E-Comm 9-1-1, which answers the over 2 million 9-1-1 calls made annually by British Columbians. His 30-year business career includes significant experience with information systems management and digital transformation. He held leadership roles in the utility and consumer retail industries, and served in executive positions at the University of British Columbia and the Provincial Health Services Authority prior to his current role.
Oliver has been a governor and volunteer for not-for-profits and social ventures, including 10 years on the Board of the German-Canadian Benevolent Society of B.C. He earned a Bachelor of Science degree from the University of London. Oliver was born and raised in Germany, and lived and worked in the United Kingdom before moving to Vancouver in 1998, where he still resides today
Job Titles:
- Director
- Senior Advisor to North Shore Studios
Peter is a Senior Advisor to North Shore Studios and Mammoth Studios after serving as President for over twenty years. He also serves on the board of the Motion Picture Production Industry Association of BC after serving as the Chair for the past eighteen years.
Peter earned a Bachelor of Commerce degree from UBC and is a Chartered Professional Accountant. He holds the Institute of Corporate Directors Director designation (ICD.D).
Peter is a former Chair of the North Vancouver Chamber of Commerce and a former Director of the BC Chamber of Commerce. He has also served on Canada Revenue Agency's Small Business Advisory Committee and Film Advisory Committee. Peter was honoured with a fellowship by the Institute of Chartered Professional Accountants of BC in 2009 and was a recipient of the Queen's Diamond Jubilee Medal in 2012. Peter resides in North Vancouver.
Rod Dewar is the former CEO of a $1.3B credit union and has held Chief Operating Officer and Senior Vice President responsibilities in the financial services and aviation business sectors. He has extensive insurance, wealth advisory, and fund management experience, and held senior national operations responsibilities for a global airline.
Rod holds the Institute of Corporate Directors Director designation (ICD.D). Rod is on the Board of the British Columbia Automobile Association (BCAA) where he Chairs the Audit and Conduct Review Committee and serves on the Finance and Investment Committee. Rod is currently Board Chair of Consumer Protection BC. His previous board positions include the Victoria Airport Authority, Chair of Credential Financial Inc., Chair of the BC Ferry Authority, NEI Investments, Chair of the Victoria Hospitals Foundation, Fundraising Chair Canadian Cancer Society, Royal Roads University School of Leadership Studies Advisory Council, and Chair of Canadian PGA golf tournament. He was born and raised in North Vancouver and now lives in Victoria.
With her extensive business background, Victoria brings years of board governance experience to BlueShore. A senior executive at IBM Canada for 30 years, Victoria held the position of General Manager, Western Canada and upon retirement formed VLW Solutions. At VLW Solutions, she provides consulting services to assist organizations in the development and implementation of technology solutions.
Victoria is currently a Director of the Pacific Pilotage Authority and MedicAlert Foundation and has served on the boards of Vancouver Coastal Health, the VGH & UBC Hospital Foundation, Canadian Internet Registration Authority, QHR Technologies, Vancouver Board of Trade and the Telus World of Science. Victoria holds the Institute of Corporate Directors Director designation (ICD.D) and a Bachelor of Commerce from McGill University. Victoria resides in West Vancouver.
Job Titles:
- Director
- Senior Member of the Administration at the University of British Columbia
Yale is a senior member of the administration at The University of British Columbia (UBC), and has extensive financial leadership experience across a wide range of industries and with publicly traded and private companies and public sector entities. Currently Yale is UBC's Treasurer where he has direct responsibility for treasury, tax and the financial planning and analysis functions. Yale also oversees UBC's $2.8 billion endowment, and led the development of UBC's responsible investing framework which includes a commitment to divest of fossil fuel investments and achieve a 45% reduction in carbon emissions by 2030, together with the publication of UBC's first Task Force for Climate Related Financial Disclosure report.
With over 30 years of global experience in both the capital markets and corporate management, Yale's career spans trading foreign exchange with JP Morgan in New York to progressively senior leadership positions with companies like Aritzia, Finning, Capital Power and BC Hydro. Yale has broad strategic, financial, and risk management experience, and was part of the management team that led Aritzia's initial public offering. Yale holds both the Chartered Professional Accountant and Chartered Financial Analyst designations, together with a Masters of Business Administration from the Kellogg Graduate School of Management at Northwestern University and a Bachelor of Commerce from UBC.
Yale currently serves the community as a member of the Finance Committee at West Point Grey academy and was previously on the Board at Big Brothers of Greater Vancouver, a member of the United Way of Lower Mainland cabinet, and a coach with various community youth sports teams. He is also a board member of a number of UBC subsidiary companies together with the staff pension plan. Yale was born and raised in North Vancouver and currently resides in Vancouver.