Steve Geist  Fcpa, Fca, Icd.D
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Steve Geist Fcpa, Fca, Icd.D Email & Phone Number

Chair, Independent Review Committee at Canada Life Investment Management
Location: Toronto, Ontario, Canada 16 work roles 4 schools
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Role
Chair, Independent Review Committee
Location
Toronto, Ontario, Canada
Company size

Who is Steve Geist Fcpa, Fca, Icd.D? Overview

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Steve Geist Fcpa, Fca, Icd.D is listed as Chair, Independent Review Committee at Canada Life Investment Management, a company with 96 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Steve Geist Fcpa, Fca, Icd.D.

Steve Geist Fcpa, Fca, Icd.D previously worked as Board Director; Chair, Audit and Risk Mgmt Committee; Member, Nuclear Funds Investment Committee at Ontario Financing Authority and Member, Independent Review Committee at Sei Canada Inc. Steve Geist Fcpa, Fca, Icd.D holds Fcpa , Fca Fellow Of The Insitute from Chartered Professional Accountants Of Canada (Cpa Canada).

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Email format at Canada Life Investment Management

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Canada Life Investment Management

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Profile bio

About Steve Geist Fcpa, Fca, Icd.D

A corporate director and senior executive with over 30 years of experience in financial services and wealth management. A strategic thinker and change agent with demonstrated expertise in strategy development and execution, financial management, business acquisitions and turnarounds and delivering superior results in a highly regulated industry.

Current workplace

Steve Geist Fcpa, Fca, Icd.D's current company

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Canada Life Investment Management
Canada Life Investment Management
Chair, Independent Review Committee
Toronto, ON, CA
Employees
96
AeroLeads page
16 roles

Steve Geist Fcpa, Fca, Icd.D work experience

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Board Director; Chair, Audit And Risk Mgmt Committee; Member, Nuclear Funds Investment Committee

Current

Toronto, Ontario, Canada

The Ontario Financing Authority is responsible for the debt issuance, cash management, banking and other related capital markets and investment management activities of the Province of Ontario.

Jul 2020 - Present

Chair, Independent Review Committee

Current

Toronto, Ontario, Canada

Regulatory body that reviews and approves conflict of interest matters on behalf of investors in Canada Life Investment Management Ltd investment products.

Dec 2020 - Present

Member, Independent Review Committee

Current
Sei Canada Inc

Toronto, Ontario, Canada

Regulatory body that reviews and approves conflict of interest matters on behalf of investors in SEI Canada investment products.

May 2020 - Present

Chair, Capital Sector, Ontario Internal Audit Committee

Current

Toronto

An independent advisory committee with the mandate to strengthen business practices, governance, risk management and internal controls of the Ontario government. The Capital Sector encompasses the Ministry of Transportation, the Ministry of Infrastructure and the Ministry of Energy.

Dec 2019 - Present

Angel Investor And Strategic Advisor

Current

Canada

Engaged with several promising start-ups in the fintech and wealth management space to provide seed capital and strategic advice and support

Jan 2020 - Present

Advisory Board Member

Vancouver, British Columbia, Canada

Ardenton Capital is a global permanent private equity corporation focused on long term business partnerships and growth. Ardenton acquires and improves profitable small and mid-sized businesses with superior growth potential in Canada, the United States and the United Kingdom.

Jan 2020 - Dec 2020

Senior Executive Vice President And Group Head, Cibc Wealth Management

Toronto, Canada Area

A key growth division that served mass affluent and high net worth clients and included CIBC Asset Management, CIBC Wood Gundy, CIBC Investors Edge, CIBC Private Banking and Investment Council and the US based Atlantic Trust. Total assets over $350 Billion with over 4,000 employees. Member of the CIBC Executive Committee responsible for overall strategic.

Sep 2014 - Dec 2017

Chief Executive Officer, Cibc Asset Management Inc.

Toronto, Canada Area

One of Canada's largest asset managers with over $120 Billion of assets in retail mutual funds, separately managed accounts, high net worth investment pools and institutional accounts. Investment management mandates included domestic fixed income, domestic and global equities and active currency management complemented by a significant manager research.

Jul 2006 - Apr 2015

President, Td Mutual Funds, Td Asset Management Inc. (Svp, Td Bank)

Td

Toronto, Canada Area

Analysts Choice Fund Company of the Year - 2004 Canadian Investment Awards

Jul 2001 - Oct 2005

Vice President, Product Development And Advisor Services, Td Asset Management

Td

Toronto, Canada Area

Apr 2000 - Jul 2001

Vice President And Chief Financial Officer, Td Asset Management

Td

Toronto, Canada Area

Apr 1997 - Mar 2000

Manager, Financial Reporting, Fidelity Investments Canada

Toronto, Canada Area

Apr 1996 - Apr 1997

Controller, Mutual Funds, Subsidiaries Accounting

Td

Toronto, Canada Area

Dec 1992 - Apr 1996

Assistant Manager, Commodity Taxation

Pwc

Toronto, Canada Area

Sep 1991 - Dec 1992

Senior Accountant Audit

Pwc

Toronto, Canada Area

Sep 1987 - Sep 1991
4 education records

Steve Geist Fcpa, Fca, Icd.D education

Icd.D Designation

Institute Of Corporate Directors (Icd)

Certified Financial Planner (Cfp), Financial Planning And Services

Financial Planners Standards Council Of Canada
FAQ

Frequently asked questions about Steve Geist Fcpa, Fca, Icd.D

Quick answers generated from the profile data available on this page.

What company does Steve Geist Fcpa, Fca, Icd.D work for?

Steve Geist Fcpa, Fca, Icd.D works for Canada Life Investment Management.

What is Steve Geist Fcpa, Fca, Icd.D's role at Canada Life Investment Management?

Steve Geist Fcpa, Fca, Icd.D is listed as Chair, Independent Review Committee at Canada Life Investment Management.

Where is Steve Geist Fcpa, Fca, Icd.D based?

Steve Geist Fcpa, Fca, Icd.D is based in Toronto, Ontario, Canada while working with Canada Life Investment Management.

What companies has Steve Geist Fcpa, Fca, Icd.D worked for?

Steve Geist Fcpa, Fca, Icd.D has worked for Canada Life Investment Management, Ontario Financing Authority, Sei Canada Inc, Ontario Government, and Various Companies.

How can I contact Steve Geist Fcpa, Fca, Icd.D?

You can use AeroLeads to view verified contact signals for Steve Geist Fcpa, Fca, Icd.D at Canada Life Investment Management, including work email, phone, and LinkedIn data when available.

What schools did Steve Geist Fcpa, Fca, Icd.D attend?

Steve Geist Fcpa, Fca, Icd.D holds Fcpa , Fca Fellow Of The Insitute from Chartered Professional Accountants Of Canada (Cpa Canada).

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