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Sue Lemon, CFA

Chief Executive Officer & Director

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Sue is CFA Society Toronto’s Chief executive Officer and leads the Society’s strategic direction which includes promoting high ethical standards in the financial industry and increasing the visibility of the charter with key partners in the financial community. An experienced and successful investment executive in fixed income markets Sue formed MSL Advisory Corp in 2008. Through-out her career Sue has held progressively senior roles at Canada Trust, CT Investment Counsel, Nesbitt Thomson, and CIBC World Markets.  Sue led her team at CIBC to a #1 ranking in the Greenwich sales survey. Sue is a Past President of the Society and has been an active volunteer for the past 20 years, notably mentoring young industry professionals.  Sue is a cum laude graduate of Ryerson Business Management and earned her charter in 1989.

Jenny Yeo

Director, Programs & Member Services

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Jenny is responsible for providing the day-to-day strategic direction for all professional development program activity, as well as oversight on marketing/communications, corporate engagement and sponsor relations for the Society.  Working alongside the COO, Jenny will help develop and implement strategic objectives in these core areas as they relate to achieving the Society's vision.

Norma Summers

Chief Operating Officer

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Norma Summers is Chief Operating Officer at CFA Society Toronto. She is responsible for overall leadership, guidance and direction of daily operational activities at the Society’s management office including oversight on technology resources, tactical marketing, reputation management, and providing direction, strategy and support for society’s governance, nominations, finance and audit portfolios. Working to develop long-term and short-term strategies, goals, policies/procedures, program/service evaluation, Norma supports the board chair in development initiatives including by-law interpretation and development and board development. Norma has 15+ years of experience in association and not-for-profit management.  

Valerie Weddell

Director, Operations 

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Valerie is primarily responsible for organizational effectiveness through contribution to the development and implementation of organizational strategies, policies and practices. She plays a critical role in overall operations including technology, policy and procedure development, and projects in support of operational initiatives for the Society. Val has over 18 years of experience in a variety of roles in the non-profit sector.

Mike Duhame

Manager, Volunteer Relations

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Mike is responsible for the recruitment coordination, orientation, management, and recognition of the Society’s Committee and Project Volunteers.  As the Mentorship Committee staff liaison, Mike coordinates the application and pairing process for the Society’s Mentorship Program and he manages all of the Mentorship Programming professional development events.  As the Awards and University Relations Committee staff liaison, Mike coordinates the application and adjudication process for all of the Society’s university awards, competitions, and outreach programs.

Alexandra Pegg

Manager, Information Technology

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Alexandra is responsible for managing CFA Society Toronto’s technology infrastructure and all technology related projects. Her responsibilities include administration and maintenance of the society’s membership database and website, help desk functionality and performing data analysis. Alexandra serves as the main point of contact on all IT-related matters and liaises with outsourced vendors for hardware and software issues.  Alexandra has over 16 years of experience in project management, help-desk, training and network administration.  She earned her B.A. and B.Ed. from York University as well as a Diploma in Network Administration.,/p>

Jonathan Mai

Marketing & Communications Specialist

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Jonathan's goal is to enrich the Society's brand within the investment community.  He oversees the development of marketing activities and assists in providing strategic direction for the overall promotion of the Society's mission initiatives.  Jonathan is responsible for leading the project management, execution, and measurement of marketing and communications programs.  Jonathan is also the main point of contact for media inquiries and media relations.

Chris Burke

Corporate Engagement and Sponsor Relations Manager

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Chris is responsible for developing and implementing a comprehensive strategy for corporate engagement and the stewardship of the Society's sponsors and partners.  Chris works to identify and secure cross-industry prospect opportunities with organizations that share a common interest with our members.  Chris also works to foster opportunities with existing sponsors to support the Society's overall operations as well as our professional development program.

Dawn Wong

Programs & Events Associate

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Dawn works directly with programming committees to plan and execute events.  Her committees include:  Kitchener-Waterloo, Private Wealth Management and Professional Development.  Dawn also plans and supports a number of Society events including various member-only events, Annual CFA Charter Recognition, Annual Volunteer Kick-off and the Volunteer Summer Social.

Deborah Kim

Member Services Coordinator 

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Deborah is responsible for supporting day-to-day customer service and administration of the diverse range of the Society's member services and benefits.  In this role, she supports members and other key stakeholders with inquiries related to event registrations, member lounge usage, Society resources/directories, and candidate services.  Deborah also administers the Society’s member discount program, supports Career Centre services, and is one of the Society’s social media contributors.  She acts as a staff liaison to the Mentorship Committee and works with the Director, Member Services to expand and enhance the Society’s member services. 

Ashley Plume

Programs & Events Associate

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Ashley works directly with programming committees to plan and execute events.  She works alongside the following committees:  Corporate Finance, Industry Relations & Corporate Governance and Institutional Asset Management.  Ashley also plans and supports a number of Society events including various member-only events such as the Local Annual CFA Society Toronto Ethics Challenge, Research Challenge and Awards Ceremony, Annual Financial Journalism Awards, Annual Investment Dinner, Annual Mentor/Protégé Reception, and New Member Welcome Reception.

Hannah Mooney

Senior Administrator

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Hannah works closely with the CEO and COO to execute strategic objectives of the organization. She assists in supporting the Society’s Board of Directors as well as governance, nominations, finance and audit portfolios. Having spent over five years in marketing and administration in both the pharmaceutical and construction industries, Hannah brings a diverse approach to the Society’s mission. Her main responsibilities include CEO calendar management, tracking and evaluating Society activities to create prepare progress reports for the CEO, facilitating Advisory Council meetings, taking and preparing minutes and overseeing the development and distribution of meeting packages. Hannah is a graduate from the University of Ulster Business School, Northern Ireland.

Courtney McNeillie

Office Administrator 

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Courtney began her career in advertising and then moved to the not-for-profit sector, where she was able to leverage her business experience as an event planner and fundraiser. She provides direct customer service for members and office visitors while performing administrative and office support activities for the CEO and board. She is responsible for organizing and coordinating office operations and procedures in order to ensure organizational effectiveness and efficiency within the office. Courtney coordinates all membership applications and is the staff liaison to the Membership Committee. She coordinates all finance functions to support our third party accounting service provider, and also oversees the administration of the Job Postings services.

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