Jason Milne (Chair)
Director, Portfolio Management, Manulife Securities, Oakville, ON
Jason Milne has worked in the financial services industry for 25 years. As Director, Portfolio Management Jason assists in the modeling and oversight of the investment dealer’s advisor managed and separately managed account programs.
Jason has also worked as an independent consultant for the past ten years, assisting with exam development for derivatives and portfolio management courses.
Jason is a CFA Charterholder.
Continuing Education Specialist, TD Waterhouse, TD Securities, Toronto, ON
Reg Bonfoco has worked in the financial services industry for ten years.
Reg is the Chair of the International Association for Continuing Education and Training and is the past Chair of the IIROC Continuing Education Subcommittee.
Colin I.E. Clark
Principal, Colin Clark & Associates, West Vancouver, BC
Colin Clark’s consulting firm provides compliance, management policy, administration, and education services to securities industry participants. As a consultant, Colin has performed the role of acting Chief Compliance Officer for certain Dealer Members.
Portfolio Manager & Director, Wealth Management, Scotia Wealth Management, Fredericton, NB
Keir Clark has 35 years of experience as a retail advisor. Keir has been an IIROC registrant since 1998.
Keir holds the designations of Chartered Investment Manager (CIM) and Professional Financial Planner (PFP), and is a Fellow of the Canadian Securities Institute (FSCI) and Fellow of the Institute of Canadian Bankers (FICB).
Keir Clark is a member of the New Brunswick District Council of IIROC.
Vice President, Development and Client Experience, National Bank Financial, Montreal, QC
Angela D’Angelo has worked in the financial services industry for 25 years. Angela is responsible for the learning strategies and professional development of National Bank wealth management employees nationwide. Angela was previously involved in branch management.
Vice President, Supervising Portfolio Manager, Chief Compliance Officer, Aligned Capital Partners Inc., Burlington, ON
Brian Driscoll has worked in the financial services industry for 25 years. Brian is involved in the business and strategic development of Aligned Capital and is responsible for oversight of its supervisory function, compliance program, portfolio management business, and training of retail and institutional staff.
Brian is also a licensed life agent in the province of Ontario.
Continuing Education Specialist, Strategic Advisory Programs, CIBC Wood Gundy, Toronto, ON
Jennifer Flynn has been in the financial services industry for 15 years. Jennifer assists with CIBC’s continuing education program, which includes evaluating course material and providing IIROC accreditation for firm registrants.
Director of Branch Review – Compliance, RBC Dominion Securities and PH &N Investment Counsel, Toronto, ON
In addition to extensive branch audit experience, Kirsty MacDonald has regulatory experience having worked at the Ontario Securities Commission and the Mutual Fund Dealers Association of Canada.
Cert. Bus. Admin., FMA, FCSI
Manager, Compliance & Supervision
Wellington-Altus Private Wealth Inc.
Darlene Munro has been in the financial services industry for 29 years. Darlene has experience with registration matters and has responsibility for compliance standards for the Dealer Member business.
Darlene holds the Financial Management Advisor (FMA) Designation and is a Fellow of the Canadian Securities Institute (FSCI).
Darlene is a member of the Manitoba District Council of IIROC.
President & Chief Compliance Officer, Queensbury Securities Inc., Toronto, ON
John Webster has been an IIROC registrant since 1992. As President and Chief Compliance Officer of Queensbury Securities, John is responsible for the oversight of all areas of the business including compliance, operations, finance, human resources, information technology, and business development.
John recently completed a Masters of Law in Securities at Osgoode Hall and authored a paper entitled "An International Comparison of Securities Proficiency Requirements for Licensing".
John holds the Certified Investment Manager (CIM) designation.
Co-Founder and CEO, C’Life Inc., Aurora, ON
Susan Yates is the Co-founder and CEO of C’Life Inc., a provider of continuing education courses to life insurance agents, financial planners, IIROC registrants, and other financial services industry professionals.
Susan has worked with the AMF, contributing to curriculum and content development for the Life Licensing Qualifying Program (LLQP).