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.

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.  

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.

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>

Mike Duhame

Manager, Volunteer Relations

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Mike is responsible for leading and managing the implementation of volunteer recognition programs and appreciation initiatives to maximize volunteer satisfaction, engagement and support Society programming.  Mike will also lead the Society’s annual recruitment program and evaluation to enhance member engagement through our member volunteer programs. As the staff liaison, Mike will coordinate Awards & University Relations and Mentorship Committees.  Mike has 10+ years experience in program, staff and volunteer management and training. 

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.

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.

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, Annual CFA Institute Local Research Challenge and Awards Ceremony, Annual Financial Journalism Awards, Annual Investment Dinner, Annual Mentorship Reception, Local Ethics Challenge and New Member Welcome Reception.

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.

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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