Susan Silma, Llb, Mba Email & Phone Number

• My goal is to bring a member lens and transform member-facing communications, processes and technology to engage members and meaningfully enhance their understanding of the complex issues around their pensions and.
• reimagining difficult concepts, embracing plain language and behavioural insights in communications.
• modernizing processes and technology.
• reinvigorating training and change management processes.

As a member of the Board of Directors, I have the opportunity to help guide the organization toward their overarching goal of financial wellness for all Canadians.

This organization is a recognized leader and innovator that supports people with an intellectual disability and their families with housing, programming and other personalized supports and services.

Toronto, Canada Area

• Enhanced the client and advisor journey while leading large-scale, cross-functional change to improve the client experience as well as regulatory compliance across the insurance and wealth businesses.
• reinvigorated existing culture and enhanced intra-team relationships and communication among teams.
• led implementation and adaptation of broad regulatory reforms, including Client Focused Reforms.
• developed and maintained relationships with key organizational stakeholders.
• solved operational problems and introduced efficiencies in day-to-day advisor compliance support while managing competing operational demands. Integrated wealth and insurance oversight.

Toronto, Canada Area

• PureFacts is a leading fintech provider of wealth management software and custom digital solutions. In my role, I sought opportunities for wealth management firms to leverage technology to deliver an engaging client.
• learned to work with agile digital and design teams to develop and deliver solutions that delight clients.
• worked to incorporate behavioural economics insights into technology solutions, and built training to leverage and promote the insights.

Toronto, Canada Area

Member of the Independent Review Committee with responsibility for reviewing conflict of interest matters.

Toronto, Canada Area

• At CRM2 Navigator, we supported wealth management firms of all sizes in implementing the CRM2 regulatory reform, which introduced detailed cost and performance reporting for investors. We used our experience and.
• transformed disclosure requirements into client-friendly communications.
• designed and delivered training programs and tools for advisors and investors.
• identified and addressed strategic implications across the business.
• provided change management support.

• Led two of the largest departments, responsible for the registration and compliance of dealers and advisers and the regulation of investment funds in Ontario. Introduced principles-based regulation.
• overhauled the national licensing regime for 2,000 firms and 130,000 individuals, resulting in a simplified and streamlined process and unique transparency about the requirements.
• reorganized staff into cross-functional teams and introduced a culture of excellence.
• introduced new accountabilities for the management team to deliver improved service levels, leverage industry understanding and develop value-add activities. Created new metrics for measurement.
• targeted issues that matter to investors: led the initiatives to revolutionize cost and performance reporting (CRM2), and to overhaul the mutual fund disclosure document (Fund Facts).

Toronto, Canada Area

Member of the executive team of this venture capital fund. Worked directly with the President on key strategic initiatives and corporate secretary to the 16-member board of directors and its five committees.

Toronto, Canada Area

Corporate/commercial lawyer with a focus on financing, acquisition and other commercial and securities transactions.

Master Of Business Administration (Mba)

Graduated on the Dean's List

Bachelor Of Laws (Llb)