ONE JIB Board Members
The ONE Joint Investment Board that has been established under section 202(1) of the Municipal Act in accordance with Part II of O. Reg. 438/97, as constituted from time to time, acting pursuant to the ONE Joint Investment Board Agreement.
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Board Member |
Jennifer Dowty (CFA) is an equities analyst and business reporter at The Globe and Mail. She has approximately 18 years of experience working in the financial industry, of which nearly 14 years was at Manulife Asset Management. While at Manulife, Jennifer was a portfolio manager overseeing Canadian and global equity mutual funds, institutional funds, and pension plans. She has sat on ONE Investment’s Investment Advisory Committee since November 2016. |
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Board Member |
Craig Dyer (CPA, CGA) has over 35 years of experience in the municipal finance sector, 23 of which at the Municipal Treasurer/CFO level. Most recently and for 12 years, Craig was the Commissioner of Corporate Services and Chief Financial Officer for the Regional Municipality of Waterloo, the 10th largest urban centre in Canada. Craig previously worked for Wellington County as Treasurer for 11 years, as well as for the City of Guelph and Halton Region. Craig is passionate about municipal finance, and in particular about long-term municipal financial sustainability. His experience covers annual operating budgets and long-term capital infrastructure planning, municipal debt and reserves, investments and cash flow management, development charges, asset management, procurement and risk management. Craig is a graduate of McMaster University and is a Chartered Professional Accountant. He was a contributor to the Municipal Debt Report Series and was the recipient of the Municipal Finance Officers' Association Leadership Award in 2020. |
Board Member |
Heidi Franken (CPA, CA) is the Registrar at CPA Ontario where she provides regulatory oversight of Ontario’s 94,000 Chartered Professional Accountants in addition to firms and public accounting license holders and is primarily responsible for CPA Ontario’s compliance with statutory obligations. She has extensive capital markets regulatory experience from several senior positions previously held at the Ontario Securities Commission, including roles in Corporate Finance, Office of the Chief Accountant and most recently in the Enforcement Branch where she was Chief, Office of the Whistleblower and Deputy Director. She led specialized investigation and litigation teams, including a team for registrant misconduct. She also led important policy and operational initiatives including the introduction of enhanced and streamlined national prospectus rules for securities offerings and a risk-based compliance and oversight program for all Ontario-based public companies. She is an experienced public speaker on topics including regulatory compliance, corporate governance and ethics. |
Board Member |
James G. Giles (CPA, CFA) is retired from his role as Chief Investment Officer of Foresters Financial (Foresters), where he directly oversaw over $6 billion of the organization’s investment assets. Those assets included both Canadian and U.S. insurance and Canadian pension funds, where he represented the organization on industry groups such as Pension Investment Association of Canada. James broadened the asset exposure of Foresters and hired external managers where necessary. Prior to that he directly managed assets including real estate income trusts (REITs) and preferred shares and managed the investment accounting area. James has over 25 years of total financial sector experience. In addition, he has lectured for many years as part of preparatory programs for students seeking the Chartered Financial Analyst designation as well as for other programs such as the then Society of Management Accountants. He has also been quoted in the media on investment matters. He has sat on ONE Investment’s Investment Advisory Committee since November 2016. |
Board Chair |
Bill Hughes (MBA, MES) is a Senior Fellow at the Institute on Municipal Finance and Governance at the University of Toronto. Bill has over 35 years’ experience in finance and public policy at both the provincial and municipal levels of government. Before joining the Institute, Bill was the Commissioner of Finance and Treasurer for the Regional Municipality of York. Bill also held senior positions in the Ontario government, mainly at the Ministry of Finance and the Ministry of Infrastructure. Most recently, he was the Assistant Deputy Minister of Infrastructure Policy and Planning. Bill was a member of the board of directors of the Move Ontario Trust until its wind-up in 2017. He is a lecturer at the University of Toronto’s Munk School of Global Affairs and Public Policy, where he co-teaches a course on policy development. He has sat on ONE Investment’s Investment Advisory Committee since November 2018. |
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Board Vice Chair |
Geri James (CFA) has over 25 years of experience in designing, monitoring and implementing investment strategies for pension plans, non-profits, sovereign wealth funds, governments and other institutional investors. Geri also has extensive experience in designing and launching investment vehicles such as pooled funds, mutual funds and exchange traded funds for institutional and retail investors. Geri spent nine years as an investment consultant with AON Hewitt followed by 17 years in various roles, including head of business development, head of product and chief operating officer, for BlackRock Asset Management Canada Limited. Geri was also an ongoing guest lecturer on investments at Humber College. In addition to her work with The One Investment Advisory Committee, Geri is currently a Director of the Board of the Police Credit Union, Board Chair of the Wilderness Canoe Association as well as a founding member of Sparrow, a refugee sponsorship and resettlement program. She has sat on ONE Investment’s Investment Advisory Committee since November 2016. |
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Board Member |
Deborah Leckman (MBA) is a senior investment professional with over 30 years experience in the pension fund and retail wealth industries. Deborah previously served a six-year term as Commissioner and Director of the Ontario Securities Commission (OSC) whose mandate is investor protection, promoting fair and efficient capital markets, and financial stability. She is a member of the OSC Investor Advisory Panel. Deborah held the role of Senior Vice President at TD Waterhouse and was responsible for the $15 billion equity program at OMERS prior to that. She currently sits on various other pension plan boards, insurance and independent review committees. Deborah is a Chartered Financial Analyst and hold a B.Comm and an MBA from McGill University. She has completed the Pension Governance Education Program at the ICPM University of Toronto Rotman School of Management. |
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Board Member |
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Scott Pountney (CFA, CAIA, RIPC) is Director, Managed Assets Program at Aviso. His Investment industry experience spans 25 years, where he has worked with institutional investors, investment consultants, high-net worth clients, financial advisors, as well as retail clientele. His current role includes developing and providing investment insights and thought leadership pertaining to capital market trends, economic insights, and investment strategies across all asset classes. Scott is a graduate of the University of Western Ontario and holds the Chartered Financial Analysts (CFA), Chartered Alternative Investment Analyst (CAIA), and Responsible Investment Professional (RIPC) designations. Scott serves on the Practice Analysis Working Body for the CFA Institute and regularly contributes course content and exam question development for various courses offered through the Canadian Securities Institute. |
Board Member |
Stephen Rettie (CPA, CMA) is the Chief Administrative Officer of the Town of Bracebridge. He has also been appointed as a Deputy Treasurer for the Town under the Municipal Act. Prior to becoming Chief Administrative Officer, Stephen accumulated eight years’ experience as a Municipal Treasurer, most recently as the Director of Finance/Treasurer with the Town of Bracebridge. In that role he was responsible for the financial management of the municipality, including ensuring accountability in annual audit and budget, internal controls, risk management and insurance, asset management and process improvement. Prior to joining the municipal sector Stephen was Controller for eight years at a transportation company in Muskoka. Prior to joining the ONE Joint Investment Board, Stephen sat on ONE Investment’s Peer Advisory Committee since October 2015. |
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Board Member |
Nancy Taylor (BBA, CPA, CA) is the Commissioner of Finance/Treasurer for the Regional Municipality of Durham. Nancy oversees all finance related functions with an annual overall budget in excess of $2.8 billion and has transformed the department to become a valuable team contributor across the organization. She has dedicated her 31+ year career to supporting the municipal sector. Professional involvement includes Past President of the Municipal Finance Officers Association, inaugural Member of ONE Investment Board, Past Chair of the Ontario Regional and Single Tier Treasurers, Past Chair and currently Vice Chair of Durham Municipal Insurance Pool, among others. She strives to support modernization in partnership with creating a supportive and people centred focus. |
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