Pramod has over 20 years of experience in financial services, specifically having worked over a decade at TD Asset Management, one of Canada’s largest investment management firms, managing investment portfolios, risk, and equity & derivatives trading. Prior roles include working in different areas of multinational financial institutions, including risk management, product management, finance and internal control functions.

Dan has over 20 years of experience in financial services, having worked with some of North America’s largest financial institutions as both an employee and a consultant. Dan has held positions as Vice President of Sales and Vice President of Strategic Planning at Desjardins Financial Security, and most recently, Vice President of Operations at Munich Life Management Corporation (Munich Re Canada), a large international reinsurer.

Terry has more than 30 years experience in the investment and wealth management industry. He was Executive Vice President, Personal & Commercial Client Group at the Bank of Montreal based in Toronto, Ontario. He is also the former President and CEO of MacDougall, MacDougall & MacTier Inc. (now known as 3Macs), an independent wealth management firm.