Past Attendee List

Total Page:16

File Type:pdf, Size:1020Kb

Past Attendee List Oct 14-15, 2020 | Toronto, ON Past Attendee List CustomerExperienceCanada.com Takes place in Toronto on October 14-15, 2020. It provides Customer Experience executives with innovative approaches to improving their bottom line with an enhanced and cutting-edge customer experience strategy. Join us at the 9th annual edition of this exclusive event to generate high quality leads that will drive your sales pipeline. Your attending field sales team will have one on one interactions with senior buyers, who are expected to spend $50mm+ on customer experience solutions over the next 12 months. Industry leaders speaking at the event include Sherif Mityas, Chief Experience Officer of TGI Fridays, Roy Ben-Alta, Head of Global Data & Analytics Practice at Amazon Web Services, Daniel Kerzner, VP Customer Experience from Virgin Atlantic and more. Agenda themes: • CX- From Average to Exceptional • Measuring CX Effectiveness • Big Data and CX • Voice of the Customer • Voice of the Employee • Customer Emotions • CX Improvement & Innovation Interested in generating leads from the buyers attending the event, to build your sales pipeline? CustomerExperienceCanada.com 2 contact: [email protected] • 416-944-9200 x 241 Who You Can Meet... Chief/VP/Director of Finance Chief / VP / Director Marketing Customer Experience Government & Utilities Crown Corps 21% 18% 23% 33% Retail Industry Stakeholders 12% Titles 7% Industries 16% VP/Director/ 7% Hospitality & Food Head Customer 10% 8% Service, Utilities 7% Other 9% 13% Customer Care 8% 9% Transportation President, CEO, VP VP/Director/Head Pharma/ Operation Healthcare Telecom Interested in generating leads from the buyers attending the event, to build your sales pipeline? CustomerExperienceCanada.com 3 contact: [email protected] • 416-944-9200 x 241 Past Attendees Include: A Z Job Title Company Director, Customer Excellence and Trade Relations Abbott Laboratories Care Experience Manager AbbVie Director of Customer Care Access Communications Co-operative Limited Vice President, Digital Marketing Aha Insurance VP, Client Services Allianz Global Assistance Director, Marketing & Customer Experience Allianz Global Assistance Customer Experience Manager Allstate Insurance Senior Manager, Customer Insight Allstream Vice President, Consumer Experience & Management, Amex Bank of Canada ICSS Canada Vice President of Client and Partner Experience, APEXA APEXA Corp SVP Global SVC Excellence Ari Fleet Management Director, Client Services and Account Management Ari Fleet Management VP, Customer Service Ash City Director Customer Experience and Consumer Insights Assurant VP - Global Operational Excellence Assurant Senior Manager, Channels and Payments Experience ATB Financial Vice President, Products & Customer Experience Aviva Canada VicePresident, Client Services B2B Bank Director, Client Experience, BMO InvestorLine Bank of Montreal (BMO) Director, Enterprise Customer Experience Bank of Montreal (BMO) Director, Customer Experience Bath Fitter © Strategy Institute CustomerExperienceCanada.com 4 Custom Experience Strategies Summit Past Attendees Presented by Strategy Institute SVP and Chief Member Experience Officer BCAA Director of Customer Experience Beanfield Metroconnect Senior Manager, Retail Customer Experience Bell Canada Canada Head, Customer Experience & Operations Biogen Canada VP, Customer Service BlueSun Director of Experience Design BMO Financial Group VP- Quality Relationship Manager BNY Mellon | Pershing Director Customer Solutions Bridgewater Bank Senior VP & Chief Customer Experience Officer British Columbia Automobile Association Customer Relations Manager British Columbia Ferries VP, Customer Strategy & Corporate Relations British Columbia Lottery Corporation Manager, Customer Experience British Columbia Lottery Corporation Director of Digital Experience and Communication Services British Columbia Pension Corporation Vice President of National Service Brother International Director of Customer Experience Program Brother International Global Head Of Customer Experience Buckzy Payments Manager, Airport Community Engagement Calgary Airport Authority Director of Marketing and Communications Calgary Chamber of Commerce Chief Executive Officer Calgary Co-op Head of Digital Transformation & Customer Experience Canada Brokerlink Financial Manager, Customer Experience Canada Goose SVP, Delivery, Retail & Customer Experience Canada Post Marketing Manager Canadian Blood Services Creative Designer, User Experience Canadian Imperial Bank of Commerce CIBC) National Manager, Customer Experience Canadian National Institute for the Blind Director, National Donor Experience & Engagement Canadian Red Cross Senior Vice President Dealer Relations Canadian Tire Associate Vice President, Automotive Canadian Tire Retail CX Portfolio Manager Capital One EVP Operations CAPREIT VP, Customer Experience CGI Vice President,Customer Experience Chartwell Retirement Residences SVP, Client Experience CI Financial Vice President of Client Service CI Investment Director, Channel Management CIBC Director of Guest Experience Cineplex Manager, HR & CX City of Brampton, ON E-Government Program Manager City of Burlington Leader Customer Experience City of Calgary Customer Experience Analyst City of Edmonton, AB Supervisor of Customer Service and Collections City of Kitchener © Strategy Institute CustomerExperienceCanada.com 5 Custom Experience Strategies Summit Past Attendees Presented by Strategy Institute Senior Advisor/ Marketing and Communications City of Markham Manager, Organizational Development City of Ottawa Manager of Strategic and Business Planning City of Saskatoon Director of Corporate Revenue City of Saskatoon Lead, Corporate Business Planning City of St. Albert VP, Client Service Co-operators Life Insurance - Cumis Group SVP, Brand Management Director | Corporate Marketing & Comerica Bank Communications Chief Experience Officer Conexus Credit Union Chief of Staff to Executive, Global Customer Dell Experience & Operations Director of Customer Experience Deluxe Team Leader, CSP Experience Desjardins President Domino Amjet Inc Managing Director, Customer Experience and Client Solutions Dynacare Director, Consumer Business, Digital Health, & Innovation Dynacare Member Services Specialist Edmonton Chamber of Commerce Passenger Experience Coordinator Edmonton International Airport Client Experience Associate Educators Financial Group Manager, Integrated Communications eHealth Ontario CFO and VP, Corporate Servies Electrical Safety Authority Vice President, Communications & Stakeholder Relations Electrical Safety Authority Vice President, Product Strategy & Customer Experience Element Fleet Management VP Campus Services Emory University Senior Vice President, Marketing, Corporate Development/ Equitable Bank Strategy and Digital Banking Head of Customer Experience Equitable Bank Director National Operations and Customer Experience Farm Credit Canada Chief Customer Officer FCT Customer Experience Project Engineer Manager FedEx SVP, Client Services Fidelity Investments Canada Vice President, Member Experience & Marketing FirstOntario Credit Union VOC Program Manager · Customer Support Fitbit VP Customer Retention / Inside Sales Fluent Home Director of Customer Experience Fraser Valley Regional Library Chief Experience and Marketing Officer Fresh Tracks Canada VP - Sales, Client Services, and IT Fusion Homes Director Customer Experience & Advocacy G Adventures Vice President‚ Marketing G&F Financial Group Chief Experience and Innovation Officer G&F Financial Group Director, Analytics & Forecasting Gilead Sciences Canada © Strategy Institute CustomerExperienceCanada.com 6 Custom Experience Strategies Summit Past Attendees Presented by Strategy Institute Director of Customer Care GO Transit Director of Dubai the Model Centre Government of Dubai Manager, Online Service Delivery Service Nova Scotia & Government of Nova Scotia Municipal Relations Chief Transformation Officer, Ministry of Social Services Government of Saskatchewan - Executive Council Vice President, Building Excellence & Innovation Great-West Lifeco Manager of Group Customer Experience Great-West Lifeco Vice President Brand, Innovation, Marketing & Great-West Lifeco Measurement Vice President, Client Experience & Enterprise Growth Green Shield Canada (GSC) Customer Experience Manager Hadrian Manufacturing Vice President, Marketing Home Trust Company VP Traveller Experience Hopper SVP & Head of Customer Value Management HSBC Canada Librarian - HRT, LAS & Student Experience Humber College Marketing, Customer Strategy, Web Applications Hydro-Quebec Development, & Data Analysis Advisor Strategic Marketing Specialist Hydro-Quebec Director, Customer Intelligence Indigo Canada Director, Customer Transformation Insurance Corporation of British Columbia Chief Customer & Marketing Officer Insurance Corporation of British Columbia Senior VP, Marketing & Communications Interior Savings Credit Union President Island Savings Credit Union Director, Performance Excellence Janssen VP, Customer Experience Jonas Construction Software Vice President, Customer Experience & Communications Land Title and Survey Authority of British Columbia Executive Vice President, Service LGM Financial Services VP Community and Customer Engagement LifeLabs Director, Marketing LifeLabs Marketing Director, Customer Insights and CRM Liquor Control Board of Ontario (LCBO) Digital Product Lead, APAC Lululemon Athletica Director, Regional Retail Operations Canada M.A.C Cosmetics Canada
Recommended publications
  • Credit Union Guidebook
    Retail Impact Investing A GUIDEBOOK FOR CANADIAN CREDIT UNIONS FOREWORD Impact investing has the potential to be a growth opportunity and differentiator for the Canadian credit union sector. Today, impact investment options exist primarily for institutional and accredited investors. The opportunities for everyday investors to generate a return, while generating positive impact, are limited – this, despite evidence of market interest led by millennials and others. Credit unions are well positioned to tap into this opportunity. A core part of their mission is to ensure the financial, social and environmental well-being of the communities they serve: a mission that is aligned with the principles of impact investing. We see this Guidebook as a tangible resource to help credit unions address a marketplace gap and empower members to make investments that will have demonstrable, positive impacts in their communities. The Guidebook offers credit unions of all sizes and at all stages of their social responsibility journey actionable ideas of how to create and deploy retail impact investment products for their members. The guide also points to recommendations that the credit union sector as a whole can undertake. The Canadian Credit Union Association (CCUA) is committed to working with credit unions to explore how these recommendations can be advanced. We welcome your ideas and feedback - contact us at www.impactinvesting.ca/contact. CCUA is proud to have partnered with Purpose Capital, Employment and Social Development Canada, as well as a number of interested credit unions, to develop and share the research in this Guidebook. We want to extend our gratitude to Affinity Credit Union, Alterna Savings and Credit Union, Assiniboine Credit Union, Conexus Credit Union, DUCA Financial Services Credit Union, Libro Credit Union, Mennonite Savings & Credit Union, Meridian Credit Union, Servus Credit Union and Vancity Credit Union for their support and contribution to the development of this Guidebook.
    [Show full text]
  • AWARD-WINNING MORTGAGE PRODUCTS Brokers Choose B2B Bank Mortgage Products As Their Preferred Choice for Homebuyers SPECIAL REPORT
    ALTERNATIVE LENDING RENAISSANCE What brokers need to know as more consumers opt to bypass the banks STAMPING OUT HARASSMENT MORTGAGEBROKERNEWS.CA How the mortgage industry can ISSUE 16.08 tackle a pervasive culture problem COMMERCIAL KNOW-HOW The rewards of mastering the commercial lending sector 2021 AWARD-WINNING MORTGAGE PRODUCTS Brokers choose B2B Bank mortgage products as their preferred choice for homebuyers SPECIAL REPORT 2021 MORTGAGE PRODUCTS CONTENTS PAGE CMP turned to brokers to find Feature article .............................................. 20 out which Canadian mortgage Methodology ................................................ 21 products are best in class 5-Star Award winners .................................. 24 Profiles .......................................................... 26 www.mpamag.com/ca 19 CMP 5-Star Mortgage Products_SUBBED.indd 19 10/08/2021 4:24:25 am SPECIALBUSINESS REPORT STRATEGY 5-STAR AWARDS: MORTGAGE PRODUCTS THE COMPLETE PACKAGE FOR LENDERS and brokers alike, there are few more critical aspects of the industry “When brokers think beyond the than the mortgage products themselves. mortgage and find low-cost flexibility They’re a defining factor in how mort- gage professionals successfully present for all the client’s debt, they are themselves to borrowers, and as mortgage seekers ponder their financing options, reducing financial stress and a range of considerations come into play, including quality of customer service, turn- building long-term client loyalty, around time and variety. In an effort to identify the lenders whose as well as referrals” products best match the needs of brokers Mario Cloutier, Manulife Bank and their customers, CMP conducted a wide-ranging survey, asking brokers for their WHAT’S MOST IMPORTANT TO BROKERS AND THEIR CLIENTS opinions on some of the lenders and prod- WHEN CHOOSING A MORTGAGE PRODUCT? ucts they had used over the course of the previous year.
    [Show full text]
  • 2014 Graduates
    Congratulations to The Directors College 2014 Chartered Director* Program Graduates Ann Adair Kim L. Baker Linda S. Beairsto Heather Bell Riz Matthew Blair Brynn Boback-Lane Pierre M. Bocti Roseline Brennan Brian Brown Siemens Canada Ltd. Central Local Health Algonquin Power & NAV CANADA Siemens Canada Ltd. Children’s Hospital Certified General Certified General Canadian Grain Integration Network Utilities Corp. Foundation of Accountants of Ontario Accountants Commission Saskatchewan Edward Carter Barry Cheal Laurel Clark Pierre Côté Nancy Cuelenaere Matthew D. Davies Andrew Day Jacqueline De Gagné Melinda Diebel Certified General Grand River Hospital Jazz Aviation LP Ontario Secondary School Alberta Treasury Board Ciena Canada Inc. Rogers Communications Bayer Inc. Automodular Corporation Accountants of Ontario Teachers’ Federation and Finance Inc. Eldon H. W. Dixon Anna Dopico Doug Elliott Michael Fenn Frank D. Finn Larry Flynn Brian Friedrich David T. Fung Cory Furman Veridian Connections Inc. Corporate Director Corporate Director OMERS Administration McCain Foods Ontario Lottery & Gaming friedrich & friedrich CSA Group Furman IP Law & Strategy Corporation Corporation corporation PC Rose Marie Gage James Harries Ronald Harvey Peter F. J. Heffernan Daniel Johnson Paul G. Keane Jan A. C. Klakurka Martine Leben Jeff M. Leclerc Ag Energy Property and Casualty Certified General Scotiabank Innovation Credit Union CSA Group Huron University College, The Martinique Group Pty University of Manitoba Co-operative Ltd. Insurance Compensation Accountants of Ontario Western University Ltd. (Aus) Corporation (UWO) Carol MacCulloch Gayle MacDonald Diana MacKay Paul Manias Sarah Marriott Scott A. McDonald Dave McPherson Candice J. Molnar George Murphy Independent G-Mac’s AgTeam Inc. The Conference Board OMERS Strategic KWG Resources Inc.
    [Show full text]
  • Live Canadian Bank and Supplier Connections NAME TYPE
    Live Canadian Bank and Supplier Connections NAME TYPE ENHANCED Alterna Savings Banks and Credit Cards Amazon.ca Rewards Visa from Chase Banks and Credit Cards American Express (Canada) Banks and Credit Cards YES American Express Merchant Services (EUR) Banks and Credit Cards Assiniboine Credit Union Banks and Credit Cards ATB Financial (Business) Banks and Credit Cards YES ATB Financial (Personal) Banks and Credit Cards BMO Debit Card Banks and Credit Cards YES BMO Nesbitt Burns Banks and Credit Cards BMO Online Banking for Business Banks and Credit Cards Canadian Tire Options MasterCard Banks and Credit Cards Canadian Western Bank Banks and Credit Cards YES Capital One Mastercard (Canada) Banks and Credit Cards CHASE Bank Canada Banks and Credit Cards CIBC Banks and Credit Cards YES CIBC Wood Gundy Banks and Credit Cards Coast Capital Savings Banks and Credit Cards YES Costco Capital One Credit Card Banks and Credit Cards CUETS: Choice Rewards Mastercard Banks and Credit Cards Desjardins Business Banks and Credit Cards Desjardins VISA Banks and Credit Cards Envision Financial Banks and Credit Cards First National Financial Banks and Credit Cards Ford Credit (Canada) Banks and Credit Cards HBC Credit Card Banks and Credit Cards Home Depot Consumer Credit Card (Canada) Banks and Credit Cards Home Depot Revolving Commercial Charge Card (Canada) Banks and Credit Cards HSBC Bank Canada Banks and Credit Cards HSBC MasterCard Banks and Credit Cards Interior Savings Credit Union Banks and Credit Cards Island Savings Banks and Credit Cards MBNA
    [Show full text]
  • (2019). Bank X, the New Banks
    BANK X The New New Banks Citi GPS: Global Perspectives & Solutions March 2019 Citi is one of the world’s largest financial institutions, operating in all major established and emerging markets. Across these world markets, our employees conduct an ongoing multi-disciplinary conversation – accessing information, analyzing data, developing insights, and formulating advice. As our premier thought leadership product, Citi GPS is designed to help our readers navigate the global economy’s most demanding challenges and to anticipate future themes and trends in a fast-changing and interconnected world. Citi GPS accesses the best elements of our global conversation and harvests the thought leadership of a wide range of senior professionals across our firm. This is not a research report and does not constitute advice on investments or a solicitations to buy or sell any financial instruments. For more information on Citi GPS, please visit our website at www.citi.com/citigps. Citi Authors Ronit Ghose, CFA Kaiwan Master Rahul Bajaj, CFA Global Head of Banks Global Banks Team GCC Banks Research Research +44-20-7986-4028 +44-20-7986-0241 +966-112246450 [email protected] [email protected] [email protected] Charles Russell Robert P Kong, CFA Yafei Tian, CFA South Africa Banks Asia Banks, Specialty Finance Hong Kong & Taiwan Banks Research & Insurance Research & Insurance Research +27-11-944-0814 +65-6657-1165 +852-2501-2743 [email protected] [email protected] [email protected] Judy Zhang China Banks & Brokers Research +852-2501-2798
    [Show full text]
  • Meridian - Mortgage Broker Services David Johnson | Business Development Manager Updated: Sept 23, 2019 Tel: (416) 597-4444 Ext
    Meridian - Mortgage Broker Services David Johnson | Business Development Manager Updated: Sept 23, 2019 Tel: (416) 597-4444 ext. 2521 Our underwriting policy supersedes that of any other underwriter, including that of our High Ratio Insurers. GENERAL GUIDELINES All Applicants will: Live and work in Ontario and be within an hour’s drive to one of our 90 Retail Branch locations. Google maps drive time estimate from principal residence will help guide the decision. (mid-day, Monday to Friday commute) Meridian Retail branches can be found across Ontario from Ottawa to Windsor http://www.meridiancu.ca/find-us/our- locations/Pages/default.aspx If you feel that a particular client and their property merit a location exception request – please connect with our BDM: [email protected] and ask him to review the details of your file. If David is prepared to make a location exception – you would then submit the file, with that exception from David referenced in your notes Complete a Membership application at the most convenient branch to their residence or work and purchase a $1 Membership share prior to funding. Non-resident and non-permanent resident borrowers are not permitted. No 900 series SINs. We do not lend to those on Work Permits or Visas, including Student Visas. We do not have a New to Canada program For Purchase applications, we do not allow for second mortgages to be placed behind the requested Meridian first mortgage LENDING POLICY GUIDELINES Minimum mortgage amount is $30,000 – in a refinance, the minimum amount added to an existing Meridian mortgage is $30,000 APPRAISER QUALIFICATIONS & APPRAISALS All conventional mortgage & Line of Credit requests must be supported by an appraisal.
    [Show full text]
  • Rule D4 Institution Numbers and Clearing Agency/Representative Arrangements
    RULE D4 INSTITUTION NUMBERS AND CLEARING AGENCY/REPRESENTATIVE ARRANGEMENTS 2021CANADIAN PAYMENTS ASSOCIATION This Rule is copyrighted by the Canadian Payments Association. All rights reserved, including the right of reproduction in whole or in part, without express written permission by the Canadian Payments Association. Payments Canada is the operating brand name of the Canadian Payments Association (CPA). For legal purposes we continue to use “Canadian Payments Association” (or the Association) in these rules and in information related to rules, by-laws, and standards. RULE D4 – INSTITUTION NUMBERS AND CLEARING AGENCY/REPRESENTATIVE ARRANGEMENTS TABLE OF CONTENTS IMPLEMENTED ............................................................................................... 3 AMENDMENTS PRE-NOVEMBER 2003 ........................................................ 3 AMENDMENTS POST-NOVEMBER 2003 ..................................................... 3 INTRODUCTION ................................................................................................................. 6 ELIGIBILITY......................................................................................................................... 6 INSTITUTION NUMBERS ................................................................................................... 6 AMALGAMATION AND ACQUISITION .............................................................................. 6 NON-MEMBER ENTITIES ..................................................................................................
    [Show full text]
  • Innovation Speed to Market Report How Financial Sector Firms Manage Innovation Projects to Meet Timelines and Customer Needs
    Innovation Speed to Market Report How Financial Sector Firms Manage Innovation Projects to Meet Timelines and Customer Needs by Jim Van Dyke Founder and CEO of Futurion Fintech and Research Expert Presented by 1 Innovation Speed to Market Report About the Presenters CI&T, the digital technology solutions partner for the world’s biggest companies, is a pioneer at delivering speed at scale through the application of design thinking, lean principles, agile development and advanced tech, including Machine Learning/AI, Advanced Analytics, Cloud and Mobility. For over 20 years, CI&T has been a trusted partner for the most complex global engagements inside companies that include Coca-Cola, Google, Metlife, Johnson & Johnson, AB-InBev, Itaú and Motorola. Founded in 2006, Comrade is a strategy and customer experience design agency based in the San Francisco Bay Area that partners with clients in the technology, healthcare, financial services and nonprofit sectors to improve customer engagement and bring new innovations to market quickly. Clients include two of the top five U.S. banks, the world’s largest asset manager and 37 For more information about CI&T fintechs, among others. and Comrade contact: Comrade and CI&T recently joined forces, uniting 2500 strategists, designers and Thelton McMillian developers worldwide to rapidly deliver Founder & CEO of Comrade experiences people love. [email protected] Together, we are thoughtfully fast. www.ciandt.com www.comradeagency.com 2 Innovation Speed to Market Report About the Author Jim Van Dyke, CEO of Futurion, is a research-based technology consultant, helping leaders capture the future of digital fintech and identity trends.
    [Show full text]
  • Past Attendee List
    April 20 - April 21, 2021 Past Attendee List CXFinancialServices.com Interested In Sponsoring? contact: [email protected] • 1-866-298-9343 x 241 The Customer Experience for Financial Services Summit is North America’s only Financial Services event exclusively dedicated to Customer Experience. This specialized summit will take place virtually on April 20th - 21st, 2021. Generate exclusive high-quality leads and build lasting relationships that will drive your 2021 sales pipeline. Our community of Customer Experience professionals represent an untapped market that is actively looking to invest in innovative solutions now. Our carefully curated roster of industry-leading speakers includes; Cindy Jeffrey, Vice President of Customer Experience Canada at Manulife, Katherine Lucas, Global Head of Client Experience at State Street, Arnaud Jammaers, Vice President, User Experience Digital Solutions at MASTERCARD and many more. Agenda themes: • CX- From Average to Exceptional • Measuring CX Effectiveness • Big Data and CX • Voice of the Customer • Voice of the Employee • Customer Emotions • CX Improvement & Innovation Interested In Sponsoring? contact: [email protected] • 1-866-298-9343 x 241 CXFinancialServices.com 2 Who You Can Meet... Audience Breakdown Invesment/Wealth Chief/VP/Director of Management Chief / VP / Director Marketing Customer Experience 21% 28% Banks, Insurance Credit Unions 33% & Credit Cards Titles Audience 32% 16% 5% VP/Director/ Other Industry Head Customer Stakeholders 8% Service, 19% Other 13% Customer
    [Show full text]
  • Gicrates.Pdf
    GIC Rates / Taux de rendement annuel des CPG - 9/24/2021 Short Term Fixed GICs 90 Day 180 Day 270 Day Royal Bank of Canada Short-Term 0.15% 0.25% 0.25% Cashable GICs 30 Day 1 Year Cashable GICs Royal Bank of Canada Cashable 0.10% RBMC Cashable 0.10% Fixed 1Y - 5Y Term GICs 1 Year 2 Year 3 Year 4 Year 5 Year Royal Bank of Canada 0.40% 0.81% 1.08% 1.31% 1.37% Royal Bank Mortgage Corp. 0.40% 0.81% 1.08% 1.31% 1.37% Royal Trust Company 0.41% 0.79% 1.06% 1.31% 1.36% Royal Trust Corporation 0.40% 0.81% 1.08% 1.31% 1.37% Bank of Montreal 0.25% 0.81% 1.08% 1.31% 1.37% Bank of Montreal Mortgage Corp 0.25% 0.81% 1.08% 1.31% 1.37% Bank of Nova Scotia 0.40% 0.80% 1.07% 1.31% 1.36% B2B Bank 0.75% 1.05% 1.45% 1.55% 1.65% Canadian Tire Bank 0.25% 0.50% 0.60% 0.70% 1.65% Canadian Western Bank 0.88% 0.95% 1.60% 1.61% 1.62% Canadian Western Trust 0.88% 0.95% 1.60% 1.61% 1.62% Duo Bank 0.30% 0.60% 1.60% 1.73% 2.00% Effort Trust 0.60% 1.35% 0.70% 0.70% 0.70% Equitable Bank 0.91% 1.36% 1.60% 1.71% 2.00% General Bank of Canada 0.40% 0.75% 1.01% 1.27% 1.32% HSBC Bank 0.45% 0.70% 0.90% 1.10% 1.30% HomeEquity Bank 0.75% 1.35% 1.58% 1.72% 2.00% Home Trust Company 0.89% 1.38% 1.59% 1.71% 2.00% ICICI Bank 0.70% 1.20% 1.60% 1.70% 2.00% KEB Hana Bank Canada 0.46% 0.60% 0.65% 0.70% 1.34% Laurentian Bank 0.75% 1.05% 1.45% 1.55% 1.65% LBC Trust 0.75% 1.05% 1.45% 1.55% 1.65% Manulife Bank 0.45% 0.85% 1.15% 1.40% 1.60% Manulife Trust 0.45% 0.85% 1.15% 1.40% 1.60% Montreal Trust 0.40% 0.80% 1.07% 1.31% 1.36% NATCAN Trust Co (NBC) 0.40% 0.79% 1.06% 1.27% 1.36% National Bank of Canada 0.40% 0.79% 1.06% 1.27% 1.36% VersaBank 0.70% 0.95% 1.45% 1.55% 1.65% People's Trust 0.71% 1.02% 1.14% 1.29% 1.44% SBI Canada Bank 0.61% 0.86% 1.10% 1.42% 1.66% VANCITY Credit Union 0.70% 0.95% 0.95% 1.05% 1.10% HIGHEST 0.91% 1.38% 1.60% 1.73% 2.00% LOWEST 0.25% 0.50% 0.60% 0.70% 0.70% AVERAGE 0.55% 0.91% 1.19% 1.36% 1.52% Rates as of 9/24/2021.
    [Show full text]
  • Company Overview
    August 18, 2018 Shuyuan Chen, AEO Engineering 2021 Banking & Personal Finance| London, ON | Founded: 1979 | Employees: 167 | https://www.versabank.com/ PHONE: 1 519-645-1919 WIKIPEDIA: https://en.wikipedia.org/wiki/VersaBank BLOOMBERG: https://www.bloomberg.com/research/stocks/private/snapshot.asp?privcapId=6571807 LINKEDIN: https://www.linkedin.com/company/pacific-&-western-bank-of-canada/ COMPANY OVERVIEW VersaBank is a technology-focused digital Canadian Schedule I chartered bank based in London, Ontario that operates using an “electronic branchless” model. VersaBank sources deposits, consumer loans, commercial loans and leases through an electronic network. The bank provides residential and commercial mortgages that it sources directly and through a network of brokers. SENIOR MANAGEMENT David Taylor: Founder, President and CEO (1993-Present). Previously: Founder and CEO, Discovery Air (2004-2008); Vice President, Barclays (1985-1993); Senior Account Manager, Bank of Montreal (1977-1985). Education: BSc Biology (1977), Lakehead University; MBA, Finance (1983), University of Saskatchewan. Shawn Clarke: SVP and COO (2013-Present). Previously: Chief Risk Officer, Pacific & Western Bank of Canada (2010- 2012); Vice President, Corporate Development, Pacific & Western Bank of Canada (2009-2012); Chief Operating Officer, Discovery Air (2005-2009); Professional Pilot (2001-2004); Senior Research Engineer, McMaster University (1999-2001); Engineering Project Leader, Siemens Canada (1997-1999). Education: B.Eng., M.Eng., Mechanical Engineering, McMaster University; MBA, Wilfrid Laurier University. Nick Kristo: SVP, Credit Risk and Chief Risk Officer (2004-Present). Previously: Assistant Vice President, Credit, Bank of America Global Vendor Finance (2000-2004); Senior Manager Credit, Dell Financial Services (1998-2000). Education: BCom, MBA, University of Windsor. HISTORY After working at BMO and Barclays, David Taylor saw an opportunity for a niche bank in Canada for underserved smaller markets.
    [Show full text]
  • Management Information Circular
    C MANAGEMENT INFORMATION CIRCULAR Notice of Annual Meeting of Shareholders and Management Information Circular May 15, 2020 Your vote is important. This document tells you who can vote, what you will be voting on and how to vote. Dear Shareholder, On behalf of the Board of Directors, management and employees of Equitable Group Inc. (Equitable), we are pleased to invite you to participate in Equitable’s annual meeting of shareholders which will take place on Friday, May 15, 2020 at 10:00 a.m. (Eastern) in a virtual-only format. As part of our corporate social responsibility and our preparedness plans in response to Covid-19, we believe holding a virtual meeting is in the best interests of all stakeholders. As a shareholder, you have the right to participate in and vote your shares at the meeting. At the meeting, we will review our financial position, business operations and the value we are delivering to shareholders. We also look forward to responding to your questions, which the virtual meeting will allow. The Board’s goal remains to deliver long-term value for Equitable’s shareholders and fulfill our responsibilities to our broader group of stakeholders. We pay particular attention to long-term strategy and value creation, risk oversight, governance practices, and management succession – areas we see as fundamental to Equitable’s sustainability and future success. Our intention is to continue investing for long-term advantage and value creation despite current market conditions. The attached management information circular provides information about the business of the meeting, the voting process, this year’s director nominees, our corporate governance practices, our approach to executive compensation, and our 2019 compensation decisions.
    [Show full text]