Betsey is the SVP and Chief Marketing Officer, Canadian Banking. Betsey leads the TD marketing team across all Canadian lines of business including responsibility for the digital marketing ecosystem – real time and targeted marketing, social and content. She is a key member of the executive leadership team for each of the Business Unit and Marketing Operating Groups.
Betsey has over 25 years of experience in the financial services industry, working in the UK, Europe, US, and Canada. In each of her roles, she has been a change agent for organizations who want to achieve growth objectives through Big M marketing. She most recently spent 7 years with BMO Financial Group where she was the Chief Marketing Officer of Banking and Wealth, for all global geographies. She led the digital transformation of the marketing organization and attained No.1 in digital sales for 4 consecutive years. She also developed the BMO Wealth Management brand reaching a leadership awareness position in the industry.
Betsey established her analytical and digital marketing acumen early in her career. Firstly, as an Executive Strategy Consultant with KPMG in the UK, where she led marketing and digital strategies for FTSE 100 companies. She then joined American Express where she spent 8 years on the senior leadership team, accountable for Direct and Digital Marketing, Product and P&L management for cards, lending and insurance portfolios. Betsey has won the CMA Awards for Best Digital Financial Services Campaign and Best Media Execution for The Aviva Community Fund and Best Integrated Campaign for Business Gold Rewards.
Having two daughters, Betsey is a Diversity and Inclusion advocate and on the Board of Havergal College and Marketing Committee for Catalyst. Betsey completed her MBA at London Business School in the UK, and also has her Chartered Accountancy designation.
In the fifth grade, Robert Rose’s teacher sent him home with a note that said ‘Robert likes to tell stories.’ Well, as it turns out, she was right. Robert is the founder and Chief Strategy Officer of The Content Advisory – the consulting and advisory group of The Content Marketing Institute. Robert has been helping marketers tell their story more effectively through digital media for more than 20 years. Over the last five years, Robert has worked with more than 500 companies of all sizes, including 15 of the Fortune 100. He’s provided strategic marketing advice and counsel for global brands such as Capital One, Dell, Ernst & Young, Hewlett Packard, Microsoft, The Bill & Melinda Gates Foundation and UPS.
Robert is the author of three best selling books. His latest, Killing Marketing, has been said to have “unlocked the puzzle of what marketing should be in the 21st century.” You can hear Robert on his weekly podcast with co-host Joe Pulizzi, “This Old Marketing”. Robert is also an early-stage investor and advisor to a number of technology startups, serving on the advisory boards of a number of companies, such as Akoonu, DivvyHQ and Tint.
Linda Duncombe, Managing Director, is the Global Head of Growth and Chief Marketing Officer for Citi FinTech, where she oversees Citi FinTech’s Marketing, Client Experience, Insights and Acceleration. She leads the Citi Design team, a unique function that integrates the Citi FinTech and Consumer organizations to deliver a radically simple, connected digital and mobile experience for Citi’s clients and drives consistent business growth for the Consumer Bank. Additionally, Linda also leads Citi’s global activity for FinTech Acceleration which includes the strategy of expanding our partnership with the developer community.
Prior to joining Citi FinTech Linda was the Global Head of Social, Content and Digital Marketing for the Global Consumer Bank, where Linda was responsible for championing brand consistency and digital acceleration across Citi’s lines of business globally, overseeing the digital partnerships, global acquisition strategy, social media and content marketing efforts.
Prior to her move to the U.S. in 2015, Duncombe served as the Head of Customer Franchise at Citi Australia, where she was instrumental in helping transform the organization into a customer-first business. She oversaw every aspect of the customer experience in the Australia market, including strategy development, data analytics, business learning, complaint resolution, seamless service initiatives and customer communications. In addition, she spearheaded brand development, customer marketing, digital acquisition and servicing – and was responsible for managing Citi’s Australian partnerships and sponsorships portfolio, including the highly regarded Citibank Dining Program.
Prior to joining Citi, Linda spent over 20 years at National Australia Bank, where she worked in Business Banking, Private Banking and Consumer Banking, holding various sales, strategy and marketing roles. With her proven track record in leading people, inspiring performance and driving positive change, Linda has received several industry recognitions, including the Asia Pacific Citibank (APAC) Marketing Award (2012 Q3 and Q4); Annual Marketing Award for the Mobile App, specifically the Dining Program feature (2011); and the Asian Banking Best Internet Banking Award (2011 and 2012).
David Willows is Green Shield Canada’s Chief Innovation and Marketing Officer. He leads their recently developed Innovation Lab, all Product Development functions, including Pharmacy Strategy, and the traditional marketing and communications disciplines.
Prior to moving to GSC six years ago, he had spent five years as the Toronto Health and Benefits Practice Leader for Aon Consulting and then the merged Aon Hewitt organization.
Over the past 25 years, he has split his time between the insurance carrier and management consulting communities, first focused on attendance and disability management issues, but more recently managing challenges on the broader health and drug management issues facing Canadian organizations and their employees.
In 2003, Michael Wickware founded an award-winning advertising and marketing agency that served more than 70 asset managers, insurers, banks and other financial institutions in Canada and around the world. He has been a commentator and/or contributor to such publications as Ignites, FundFire, Investment Executive, Benefits & Pensions Monitor, Emerging Manager, Money Management Intelligence, Institutional Investor and Wealth Professional, and is the former Canadian chairman of the Professional Association of Investment Communication Resources (PAICR). Michael sold his agency in 2016 to become co-founder and Chief Marketing Officer of Planswell, the world’s first free financial planning platform.
Experienced Sales & Marketing Executive, Customer Advocate with a track record of leading large teams in delivering strong performance. Proven success in developing and implementing long-term successful strategies in both digital and traditional marketing. Building superior customer experience in retail and omni-channel selling and servicing.
A customer-focused, technology-savvy digital sales and marketing professional who has been instrumental in developing strategic growth opportunities and has a successful track-record of exceeding revenue, operational and NPS targets by innovating, implementing and optimizing digital sales, self service, customer experience, big data and marketing programs.
He has experience in digital marketing, customer experience and loyalty, big data, marketing automation, and innovation. Equally comfortable in corporate, agency and startup environments, he has demonstrated the ability to add value in different scenarios and offers diverse industry experience in financial services, automotive, telecommunications, retail, and utilities.
Recognized for strong leadership and relationship skills, he has effectively managed small to large teams along with complex external partner relationships. He has scaled high performance cross-functional teams and as a strategic leader, mentored them by cultivating a spirit of collaboration.
Cynthia Stark brings 25 years of marketing and digital experience to her role as Vice-President, Global Digital and Brand Marketing, Sun Life Financial.
Ms. Stark joined Sun Life in 2013 and leads the Company’s brand strategy by delivering integrated marketing programs, working closely with business leaders across the enterprise develop innovative models of engaging customers. Her team ensures Sun Life advances its “Digital Edge” experience across web and mobile channels, social media, digital and mass marketing.
Previously at Scotiabank, Ms. Stark was Vice-President, Marketing, with accountability for brand, marketing planning, digital, sponsorships and philanthropy for the International division. She also held the Director and Head, Marketing Planning position for the Canadian division of Scotiabank supporting the Retail, Commercial and Wealth Management lines of business.
Prior to joining Scotiabank, Ms. Stark led marketing and digital programs at other Canadian banks including Bank of Montreal, Citibank and TD Canada Trust. Previous to her banking career, she worked in account management at leading advertising agencies in retail, packaged goods and government brands. Ms. Stark is originally from Montreal and holds a Bachelor of Business Administration degree.
As Executive Vice President, Marketing and Sales and Chief Marketing Officer, Ms. Ziomecki leads Marketing and Consumer Sales Operations and is responsible for developing Sales, Marketing Strategy and Vision for HomEquity Bank.
Yvonne joined HomEquity Bank in 2013, reporting directly to the CEO. Since that time she has also served as an active member of the Executive Committee, providing input to overall business strategy and employee engagement. In 2016, Yvonne was recognized by Canadian Mortgage Magazine, as part of the prestigious Women of Influence program, with acknowledgement of her leadership and overall industry influence.
Yvonne is responsible for driving originations growth and increasing revenues, through successful implementation of marketing initiatives, brand strategy, research, pricing, product marketing, marketing communications, advertising and public relations.
Yvonne graduated from the University of Toronto with a Bachelor of Arts and she also holds a Masters of Business Administration from Schulich School of Business.
In her spare time Yvonne enjoys spending time with her two daughters, reading books, watching Netflix, and spinning.
David has over 17 years of investment industry experience in various marketing, product and strategy roles. Most recently he was at Mackenzie Investments where he led a Marketing Strategy and Planning team, overseeing marketing strategy for various equity, fixed income, ETF and managed solutions. Prior to that he led the Product Marketing team at Dynamic Funds, where he was a lead of the award winning Volatunity campaign. David began his career at Franklin Templeton Investments, starting in Client Services and progressing into the marketing department where he was responsible for all product and marketing initiatives for the Templeton and Mutual Series brands.
David holds a B.Comm from Laurentian University with majors in Finance and Marketing, and has earned his CSC and CPM.
Chris is Vice President and Head of Marketing for Personal and Business Banking and a part-time instructor in the Lazaridis School of Business in Waterloo. He has held progressively senior roles in Product Management, Direct Channels and Marketing at TD and previously at Canadian Tire Bank. He holds degrees from Wilfrid Laurier, Queens and Cornell Universities. Passionate about giving back to the community, he was the first co-chair of the GenNext United Way movement at TD. He is a member of the Board of Lutherwood and the Ontario Educational Leadership Centre, organizations that champion children's mental health and leadership development. Chris lives in Cambridge with his partner Jess, a high-school History teacher, three kids Peyton, Parker and Paige (who teach fun and sleep deprivation).
Lisa is a digital marketing and digital strategy leader with 20 years of experience across a variety of industries and numerous digital and technical roles. She has led strategy and digital marketing teams at leading Canadian companies while helping her internal business teams navigate the current environment of digital disruption.
As lead for RBC Digital Marketing & Sales, Business Financial Services, her mission is to envision and create new digital experiences, capabilities and Digital Marketing techniques that help bridge the gap between business startup & ownership and banking services. Lisa helps BFS make sense of the continually shifting technology and digital landscapes by leading and coaching business partners on how best to leverage new technology for BFS clients & prospects. Lisa’s experiences combine digital marketing, IT, design and innovation capabilities to deliver industry leading digital marketing capabilities for RBC Business Financial Services.
Darin Diehl is Director, Content Marketing and Shared Services at Tangerine Bank. He leads a team responsible for Tangerine’s Forward Thinking blog, which publishes articles, videos and info graphics, designed to engage both clients and prospects on key money decisions. Prior to joining Tangerine, Darin was AVP, Digital Communications at Sun Life where he launched , an industry-leading content marketing hub featuring educational content on money, health and working life. His content experience also includes three years as Publisher and Executive Editor at , five years leading Rogers Advisor properties, seven years at Global Strategy Mutual Funds and six years at Standard Broadcasting.
A Marketing Leader with 30+ years’ experience within the retail, financial services, media, telecommunications and consumer products industries. Recognized for exceptional results, strong organizational and planning abilities, balanced with excellent interpersonal and team development skills. Sought after to build or overhaul marketing programs and to develop new brands and dramatically improve marketing and corporate results. A solid reputation for being a key resource in the areas of strategic thinking, problem solving and program innovation while achieving financial performance goals.
Chris’ previous experience includes CMO/EVP Marketing roles at Sears Canada, Moneris, Just Energy and Sun Media, Quebecor Media. In addition, Chris also engaged in executive level marketing roles at Sirius Satellite Radio, Bell Canada/Bell Wireless and Nortel Networks.
In addition to Chris’ vast wealth of knowledge and experience, he is also an Instructor at University of Toronto where he teaches Brand Management in the Continuing Education Program. Chris holds a “Chartered Marketing” Designation. Known for marketing strategy and customer advocacy, and strong belief in the art and science of Marketing. Chris also sits on the Brand Strategy Council for the Canadian Marketing Association.
Gwynne is a seasoned marketing communications professional with more than 17 years’ experience growing wealth and fintech brands.
As Vice President, Marketing Communications, Gwynne is responsible for the marketing evolution of Canada’s first and largest independent robo advisory, WealthBar Financial Services. In her role, Gwynne leads a high performing team of marketing and creative professionals who work together to achieve the firm’s aggressive growth plan.
Prior to joining WealthBar, Gwynne lead the marketing efforts for the national wealth management arm of the Canadian credit union system, Credential Financial. While at Credential, Gwynne’s portfolio included developing marketing strategies for the firm’s online and full-service brokerages, life insurance and financial planning divisions and a variety of investment products. Leading a team of marketers and creative professionals, Gwynne was responsible for the ongoing wealth marketing efforts in support of over 1,000 credit unions from across the country.
Prior to joining Credential, Gwynne spent several years in progressive marketing roles at Vancouver-based real estate investment trust, CHIP REIT, and working for fintech pioneer, Ernex Marketing Technologies, a subsidiary of RBC.
Nick Necsulescu is the Director of Analytics at President’s Choice Bank, with focus on Customer, Digital, and Cross-Channel Analytics within the financial and retail verticals.
Nick has 15 years of data analytics experience, creating meaningful analytics solutions, while leading analytics transformations within an agency and client-side setting.
He often speaks at data and marketing conferences & events, and is author of analytics publications, centered on data-driven marketing initiatives.
With over 20 years of a progressive, successful career in direct, digital, affinity and brand marketing within the financial services industry (protection and wealth), Dawn has figured out what she enjoys doing and what she’s good at – and fortunately they match! Essentially her goal is to measurably improve marketing and customer experience results, working alongside people she respects.
Dawn is currently VP of Marketing and Direct Distribution at Lawyers Financial, an organization dedicated to providing high-value investment and insurance solutions exclusively to the legal community. Prior to this, Dawn worked at major Canadian financial institutions including KPMG, Manulife and Sun Life, in Canada and Asia.
An avid golfer and NFL fan, when not working, she is traveling to try out a new course or visit a new stadium.
Belonging to the newly-named Xennial generation, Adam suits that digital half-breed group well but is less good looking than his xennial peers James Franco and Ryan Gosling. A background in business intelligence with a major telco, Adam brought his talents to the Canadian Credit Union system in 2005 and never looked back. As the senior manager responsible for social engagement at Access, Adam has led the efforts to pursue best practices across many of the available social channels and introduced a social intranet recognizing the benefits of interaction internally.
Applying technology to marketing is Adam’s bread and butter. In his first role out of university, he led the creation of an e-commerce platform for small retailers and another for adventure tourism before moving to business intelligence in telecommunications and finally marketing analytics in the credit union system. A combination of both technology and marketing degrees allows Adam to bridge the right/left brain divide with an energy and enthusiasm for innovation, growth and creativity but he would be the first to admit having used too much social media throughout his life.
When not enjoying spending time with his wife and son, Adam is likely refreshing Facebook or Twitter.
Fate Saghir leads the Market Strategy & Innovation team for IGM Financial. In this newly created mandate, Fate and her team are responsible for leading research, insights, market strategy, and innovation. Their goal is to enable fact based decision-making while supporting a culture anchored on innovation and design thinking. Fate joined Mackenzie Investments in February of 2017 to lead the Client Experience & Engagement team.
Fate is passionate about employee engagement, data-driven decision making and developing winning strategies.
Prior to joining IGM Financial, Fate held various roles at Manulife which included Cross-sell Strategy & Development, Retail Strategy & Business Development, and Product Management. Fate has also held positions at MetLife and Lafarge.
Fate has a Bachelor of Commerce from the University of Windsor located in her hometown and is a Chartered Professional Accountant (CPA, CMA).
Tammy Cash is a marketing, digital content and social media expert. With over 20 years of marketing and communications experience, she has specialized in transitioning companies and financial advisors from using traditional marketing practices into the new digital and social era. Mrs. Cash is co-head of marketing for the Canadian Chapter of Women in ETFs.
Graduating from the University of Waterloo Eric Walker worked as a Data Scientist at Capital One supporting Customer Acquisitions and Direct Response Marketing. In 2013 Eric moved to Google supporting and consulting with Canada’s top Direct Response clients. In 2015 Eric rejoined Capital One Canada as Head of Customer Acquisition Marketing.
In his role, Eric is responsible for driving new customers though digital and offline channels, marketing analytics and developing new acquisition channels. Eric oversees the execution of all acquisition marketing campaigns, media planning and acquisition marketing strategy.
Tim Bishop is a multi-disciplined marketing executive with a proven record of optimizing strategic efforts to expand the influence of leading organizations, such as the Canadian Marketing Association, Cineplex Entertainment, , IMI International and Northstar Research Partners. Tim is an insights-based marketing leader who crafts strategic approaches by setting measurable objectives to deliver sustainable business results.
Nicole is a passionate marketing and communications executive with over 20 years of building brands and marketing enterprise B2B and B2C technology solutions around the globe. As the Vice President of Enterprise Digital Marketing for Scotiabank, Nicole is responsible for leading the evolution of the Scotiabank’s digital marketing function and a pivotal contributor to the Bank’s digital transformation. Her team works closely with in-market teams across Scotiabank’s 5 Digital Factories to ensure best practice sharing and optimization of our marketing technology and e-commerce capabilities. She is responsible for optimizing collaboration across our global network and developing, maintaining and deploying a common framework & toolset to enable the flawless execution of digital marketing programs for Scotiabank’s customers.
Focused on building high performance teams and driving fast-paced growth for companies, Nicole has led marketing organizations for global enterprise software and technology companies including SAP, LinkedIn, Descartes Systems Group, Cube Route Inc., Platform Computing, Delano Technology Corp., Psion Teklogix and Hummingbird Communications and more. From start-up to enterprise, her experience and strengths include strategic development and delivery of global marketing and communications strategies; execution of integrated international marketing plans that provide high impact in a short period of time with limited resources; building and managing world class marketing teams that surpass objectives and expectations and have fun along the way; the development international strategic contacts and nurturing direct and indirect channels for business development and liaising between cross cultural businesses and individuals.
She also serves as a Board Advisor at a number of startup organizations including Talentoday, PieSync and EmoijiHealth.
Gloria is a Manger of the Value Consulting team at Hootsuite Inc. with specialized skills in leading social business and enterprise level solutions for the financial services sector across North America. She is an international speaker, frequent media commentator, a TedX Keynote and an Amazon.ca best-selling author. A licensed insurance agent and practicing financial broker, she earned her M.A at the University of Toronto and her B.A. from McGill University. When she's not expressing her interests through her leadership, social business, and financial literacy, you'll find her enjoying quality time with her husband Ricardo and their toddler son Keon.
As Director of Industry Strategy for Financial Services at Adobe, Christopher Young leads a team of industry specialists who work with Adobe’s financial services clients to help them develop best-in-class digital marketing strategies using Adobe Marketing Cloud solutions. Prior to joining Adobe, Young spent more than eight years at E*TRADE Financial, where his last position was vice president of brokerage marketing. Prior to E*TRADE, he was the vice president of retail advertising at JPMorgan Chase. Young also has extensive agency experience working with a range of clients across traditional, direct and digital advertising and marketing programs.