(TORONTO, ON) November 14, 2024 – CFA Society Toronto is pleased to announce the election of its 2024/2025 Board of Directors following the Annual General Meeting held on November
13, 2024. The Board of Directors serves a critical leadership role by providing strategic direction to carry out the Society's mission and vision, delivering value to its members in a rapidly changing investment environment, and promoting high ethical
standards for the enhancement of the investment profession.
CFA Society Toronto welcomes two new Board Members:
Nigel Carpenter, CNE – Director
Nigel brings 30 years of experience as a senior technology executive, with past leadership roles also responsible for Human Resources and Facilities. He has more than 10 years of healthcare experience in mental health, research, advocacy, and health centre
management, including board director roles at the Ontario Association of Community Care Access Centres and as Vice-Chair at Wellfort Community Health Centres.
Most recently, Nigel was Vice-President of IT Governance & Co-Chair of the Transition Management Office for the Canadian Investment Regulatory Organization (CIRO), overseeing activities related to the consolidation of the Mutual Fund Dealers Association (MFDA) and the Investment Industry Regulatory Organization of Canada (IIROC). He joined MFDA in 2016 as Chief Technology Officer, where he was responsible for technology strategy, security, and the lifecycle of all information systems, ensuring the integrity, confidentiality, and availability of information.
Noelle Sargeant – Director
Noelle is a seasoned corporate leader with over 20 years of experience in global senior executive roles within diverse financial services firms, including OMERS, Scotia Capital, Russell Investments, and International Financial Data Services (IFDS). She
has held roles in Human Resources, Risk Management, and Governance, and is known for contributing pragmatic, creative solutions and deep expertise in organizational effectiveness and transformational change management.
Currently, Noelle leverages her experience as a trusted advisor to corporate executives and board directors, providing bespoke coaching and advisory services. She demonstrates her commitment to making a broader contribution to society through her involvement
in non-profit endeavors; she is a former board director for the Youth & Philanthropy Initiative (YPI) and is involved in local community initiatives.
Noelle is a graduate of McGill University (BA, Industrial Relations), is a designated HRPA Professional, a graduate of Rotman’s Advanced Strategic Change program, and has completed professional coaching certification through Adler Graduate
School.
CFA Society Toronto Board Members Continuing to Serve:
- Brian Madden, CFA – Chair
- Heather Cooke, CFA – Vice Chair
- Bobby Thompson, CFA – Treasurer
- Minal Upadhyaya, LLB – Secretary
- Sadiq Alladina, CFA – Director
- Sebastian Becerra, CFA – Director
- Sarim Farooqi, CFA – Director
- Audrey Gan, CFA – Director
- Kar-Wei Lam, CFA – Director
- Jenifer Rush, CFA – Director
- Fred Pinto, CFA – Director & CFA Society Toronto CEO
The Society also expresses gratitude to departing board members Mari Jensen, CFA, Past Chair, and Karl Cheong, CFA, Board Director.
“On behalf of CFA Society Toronto, we welcome Nigel Carpenter and Noelle Sargeant to the Board of Directors. We also thank Mari Jensen and Karl Cheong for their dedication, insight, and leadership during their tenures on the Board of Directors,”
said Brian Madden, CFA, Chair of the Board of Directors and Chief Investment Officer of First Avenue Investment Counsel Inc. “I look forward to collaborating with my fellow board members, our dedicated volunteers, and staff to grow and enhance
our diverse community to promote an ethical, dynamic, and vibrant investment and financial services industry.”
For more information about CFA Society Toronto, visit cfatoronto.ca.
About CFA Society Toronto
CFA Society Toronto is the world's largest Society of CFA® Charterholders, dedicated to supporting the professional and business development of more than 11,500 members. With a focus on education, networking,
and thought leadership, CFA Society Toronto empowers finance professionals to excel in a dynamic and competitive global market. Founded in 1936, CFA Society Toronto is a not-for-profit organization affiliated with CFA Institute,
the global body that administers the Chartered Financial Analyst (CFA) curriculum and sets voluntary, ethics-based performance-reporting standards for the investment industry. For more information, visit cfatoronto.ca.
Chartered Financial Analyst® and CFA® are registered trademarks owned by CFA Institute.
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