Scott Mackenzie, President
CEO of Morningstar Canada, one of Canada’s largest investment research operations, since 2003. Global Head of Research & Data Products for Morningstar Inc. of Chicago since 2015. Nearly 30 years' experience in the investment industry, with a reputation for innovation and leadership. Holds an Hon. B.Music (minor: Computer Science) degree, a Certified Hedge Fund Specialist designation, and the ICD.D designation for corporate directors.
Philip is an Investment Counsellor with Burgundy Asset Management. Philip sits on several boards related to arts and education and is an avid believer in the role of music and the arts in building community. At Burgundy, Philip works with endowments and foundations, as well as families and individuals, to preserve and grow their assets. Philip has worked as a management consultant with The Boston Consulting Group, as an investment consultant with Morneau Shepell, and with the wealth management arms of CIBC and Citigroup. Philip holds degrees in philosophy and economics from the University of Toronto and the University of Oxford, and is a Chartered Financial Analyst (CFA).
A journalist passionate about the not-for-profit sector. A career spanning almost 2O years in print and broadcast as writer for Toronto Life; publisher for Dining Out magazine; producer for CTV News; story-producer for a number of documentary TV series. Holds a Business and Communications degree from Ryerson University and post-graduate Journalism diploma from Humber College.
President and CEO of Sutter Hill Investment Corporation, an investment, development, and property-management company. Sits on the boards and involved with several arts, community, and charitable organizations. Officer and Vice President of the NATO-mandated The Atlantic Council of Canada. Studied industrial and organizational psychology at Western University; completed BA in history.
Robert J. Goldberger
Bob is a Vice President and Investment Advisor at Richardson GMP. He has been providing financial advice to his clients for over twenty-five years. Bob has served a number of charities over the years and is currently Chairman of the Board of the Bishop’s University Foundation. He received his MBA in Finance from McGill University and is also a Chartered Professional Accountant and a Certified Financial Planner.
Marcia Lewis Brown
Business, marketing and investment strategy consultant with experience in the investment management industry. Pursued a ten-year career as a professional flutist. Served on not-for-profit boards for numerous of Toronto's premiere cultural institutions. Has two master’s degrees in music and an MBA, and is a Chartered Financial Analyst with the IDC.D designation for corporate directors.
A labour and employment lawyer in private practice with Miller Thomson LLP, a national, full-service law firm. Pre-law career of almost fifteen years in labour relations in the film and television industry working with not for profit organizations, including as the National Director of Industrial Relations with the Canadian Media Production Association (formerly the Canadian Film and Television Production Association), and the guild representing screenwriters, the Writers Guild of Canada. A passionate supporter of the arts, and Canadian arts in particular. Holds a BA (Hons) in Political Science and English and a Juris Doctor degree.
Bio coming soon...
Angela Wu, Secretary
An enthusiastic young professional working in the Assurance group at Ernst & Young LLP, with a specialization in the power and utilities sector group. Has a passion for music, the arts, and community involvement. Holds a CA, CPA, a Masters of Accounting, and studied math and chartered accounting at the University of Waterloo. Served on the board for a premier jazz festival in the Kitchener-Waterloo region for several years.