Doug McDonald, MSC, MBA, CF, ICD.D
Chair, Foundation Board
Doug McDonald is a Partner in the Toronto office of Deloitte LLP. and a leader of the firm’s Merger & Acquisition business. Doug has held senior positions in Canada and the United Kingdom during his career with major investment banking and professional services firms including Credit Suisse, Ernst and Young, and CIBC. Doug graduated from the University of Western Ontario with an MBA in 1982 and received his Masters degree in Medical Physiology from the University of Manitoba in 1979.
Doug has a long standing interest in the arts and in particular, the work of Canadian contemporary artists. He is actively involved in the community and has held Board positions with leading arts organizations and business associations.
Jordan Beallor is a Chartered Accountant and Managing Director at Thorek/Scott and Partners, a boutique executive search firm focusing on finding current and future leaders for clients across industry sectors with an emphasis on the Financial Services sector. Prior to joining Thorek/Scott in 2007, Jordan Beallor spent more than a decade providing assurance and risk consulting services with Arthur Andersen’s Financial Services practice, working closely with senior executives and boards. Jordan leverages his technical background, industry knowledge and client service expertise to provide value-added recruitment solutions to his clients.
Jordan received an Honours Bachelor’s degree in chartered accountancy studies and a degree in economics from the University of Waterloo. He is currently the Deputy Chair of the Membership (Appeals) Committee of the Chartered Professional Accountants of Ontario and is a Director of the Financial Executives International (FEI), Toronto Chapter Board.
Jordan is an art enthusiast, an avid rock climber, scuba diver, and adventure traveler having explored close to 40 countries.
Isabella Bertani, CPA, CA, MBA
Isabella Bertani is a Partner in the assurance group of Collins Barrow Toronto. Before joining Collins Barrow in 2015, Isabella managed a successful public accounting and consulting practice with offices in both downtown Toronto and Vaughan. Her prior experience includes work with both a mid-sized public accounting firm and with a multinational firm in their downtown Toronto office assisting both public and private corporations as well as charitable and not for profit organizations. This broad-based experience has provided her with a tremendous breadth of knowledge in the profit, not for profit and public sectors, as well as in personal tax and finance.
Isabella’s current practice includes private companies, foreign subsidiaries, charitable and not for profit organizations and high net worth individuals in numerous industry sectors including manufacturing, retail, real estate, construction, technology, research and development, entertainment, restaurant, and medical and legal professionals.
Isabella is a passionate supporter of numerous causes and is a life-long learner. She is involved in numerous charitable, professional, and community organizations in both Toronto and Vaughan and sits on several boards and committees.
Rachel L. Blumenfeld
Rachel Blumenfeld is a Partner at Miller Thomson LLP where her portfolio includes a focus on trusts and estates, tax law, charities and not-for-profit law. Rachel has significant experience in the not-for-profit sector, including, reviews of planned giving programs, assisting donors with tax-related matters, charities with the administration of bequests, interpreting new legislation, and has developed numerous privacy compliance programs.
She is committed to her community and is involved with several organizations including the Society of Trust and Estate Practitioners (STEP), the Canadian Association of Gift Planners (CAGP) and the Toronto Partnership Minyan. She has Co-Chaired the STEP Canada National Conference from 2012 – 2014 and is the Chair of the 2015 Conference. She is also a recipient of the Ontario Bar Association-Trust & Estate Section 2012 Hoffstein Book Award for leadership in the Trust and Estate Bar.
Mark Bursey, ICD.D
Mark Bursey is a partner in the Halifax office of Stewart McKelvey, one of the 16 largest law firms in Canada with more than 220 lawyers. Mark’s law practice is primarily focused on corporate reorganization and acquisitions with an emphasis on corporate income tax. Mark is currently the Past Chair of the Board of Governors of the Art Gallery of Nova Scotia and is a former Board Chair of one of Canada’s oldest independent schools. Mark is a member of The Institute of Corporate Directors (ICD) and has completed the Directors Education Program. Newfoundland-born, Mark resides in Halifax with his wife, Jane, and two teenage children.
Doris Chan, CFA
As Vice President, Senior Portfolio Manager, Doris provides investment management solutions and services to private clients, corporations, charities and trusts. She has 25 years of investment management experience, initially beginning her career on Wall Street in New York, then moving back to Canada in the early ’90s and joining Canada Trust. Doris is a CFA charter holder and a member of the CFA Institute and the Toronto CFA Society.
In her volunteer work, she is a member of the Board of Directors for the TD Waterhouse Private Giving Foundation. She is a Mentor with TRIEC (Toronto Region Immigrant Employment Council) and a past member of the Selection Committee for the YWCA Women of Distinction Awards.
Doris is a member of the SickKids Chinese Cabinet, which focuses on gift-planning and identifying best practices, people and methods to engage and fundraise within the Asian community.
Susan Hodkinson is the Chief Operating Officer at Crowe Soberman, where she has management responsibility for the operations of the firm, including finance, information technology, human resources, facilities and marketing. Susan’s background includes over twenty years of management experience in professional services firms, as well as five years acting as Senior Vice President, Operations, for ClubLink Corporation, Canada’s largest owner, operator and developer of private and resort golf courses.
Susan is active in community activities and was awarded the Women’s Post Glass Slipper Award for her contribution to the advancement of professional women, and her work in the community. She was also named one of the Women’s Post ” Twenty Top Canadian Businesswomen of 2009.” Susan is also a passionate fundraiser for various charities, including the Weekend to End Breast Cancer and the Canadian Tire Jumpstart program.
Iain MacInnes, ICD.D
Iain MacInnes is a Investment Manager & Vice-President at RBC Dominion Securities in London, Ontario. His investment career spans 30 years, including 12 years in branch and regional management. Iain is a graduate of the Institute of Corporate Directors and is a proud member of that institute.
Iain has in the past served on the boards of the Canadian Mental Health Association (CMHA) London-Middlesex, London Enterprise Development Corp (LEDCO) and was a co-founder and director of a TSX listed biotechology company. For the past ten years, Iain has acted as board member and fundraiser for the Lexus of London Golf Classic which has raised in excess of $1million towards prostate cancer research.
Michèle D. McCarthy
As a lawyer running her own practice, McCarthy Law, since 2003, Michèle delivers services to mid-sized hedge funds, mutual funds, reporting issuers and Schedule II and III banks. She has led projects within the bank regulatory area, growing her portfolio in Canadian and US regulatory, compliance and corporate governance matters. Michèle has served as Chair of the Toronto Port Authority, member of the Small Business Advisory Committee of the Ontario Securities Commission, and is Director on the Board of Lago Dourado Minerals and several closed-end funds and independent review committees.
Through her interest in serving the community, Michele serves or has served on the boards of the Canada’s National Ballet School, the St. George’s Society, the Rekai Centres, the University of Trinity College (University of Toronto) and the Humber Memorial Hospital.
Liann is Director, Private Client at Turtle Creek Asset Management. Prior to joining Turtle Creek in April 2013, Liann held senior relationship management roles working with high net worth and institutional clients at leading financial institutions including UBS Bank (Canada) and CIBC. Liann holds the CIM and CFP designations and studied Political Science at McGill University. Liann serves on the Board of the McMichael Canadian Art Foundation.
Carl Spiess, BASc, MBA, CFP
Carl Spiess is a Portfolio Manager and Director at ScotiaMcLeod. He graduated from Systems Design Engineering at the University of Waterloo and earned an MBA from Wilfrid Laurier. He has over 25 years of investment management experience. For corporate clients he oversees numerous Group Retirement Savings Plans and continues to help select Canadian families save and invest for a comfortable retirement. He greatly enjoys setting up personal charitable foundations for his clients to help preserve their legacies.
Carl was featured in Scotiabank’s 2002 annual report for his charity work protecting Georgian Bay. He ran and continues to support the Georgian Bay Land Trust annual art auctions. Carl has been a long-time supporter and fundraiser for the Toronto United Way. Within ScotiaMcLeod he co-chairs the “Share the Wealth” employee giving program. Carl married his wife Jennifer at the McMichael gallery on a warm summer day in 1994. In his spare time Carl is an art collector, rock climber, hiker, snowboarder and obsessive windsurfer.
Stephen M. Watt
Stephen Watt is a renowned Professor of Computer Science and recently appointed Dean of Mathematics at the University of Waterloo, bringing international research and teaching experience from France and the USA. Stephen has been the recipient of numerous awards and honours, including an honorary doctorate from UVT (Romania), the J.W. Graham Medal in Computing and Innovation, the Best Business Turnaround Award (to Descartes) and the NSERC Synergy Award for Innovation, to name a few.
He served as a board member for the Descartes Systems Group Inc. from 2001 to 2015, including as board chair and lead director, and as a board member of the Fields Institute from 2005 to 2011. He presently sits on the board of directors of Waste Diversion Ontario.