Meet our Leadership Team
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Bob is a seasoned executive and corporate director who contributes his keen understanding of member-focused technology, financial expertise, communication skills and governance experience to his role as Chair of Coast Capital’s board. Bob also serves on the boards of the Rocky Mountaineer and the Institute of Corporate Directors and was previously on the board of Central 1 Credit Union.
In addition to his corporate responsibilities, Bob works with a number of non-profit and community organizations. He is the Board Chair of the Chris Spencer Foundation and an active member of Social Venture Partners.
Bob is a Fellow of the Chartered Professional Accountants of B.C and received his ICD.D designation from the Institute of Corporate Directors. In addition to his role as Coast Capital Board Chair, he is currently a Board member and chair of the Governance and Nomination Committee of Ballet BC. Prior to focusing on board and advisory work, Bob spent 18 years with Ritchie Bros. Auctioneers, where he held several executive positions including Chief Financial Officer, Chief Operating Officer and Chief Strategic Development Officer.
Previous NextAs an outstanding leader in the financial services sector, Calvin has a proven record of accomplishment in strategic planning, customer experience, capital raising, new market development, regulatory issues, and technology trends. This experience has positioned him well as Coast Capital’s President and CEO, and board member.
Before joining Coast Capital, Calvin held a wide variety of roles across the financial services industry, including President of TD Waterhouse Canada; Co-founder, Director and Managing Partner of QTrade Financial Group; and President and Managing Director of Assante Corporation.
Calvin holds a Master of Business Administration from the University of Ottawa, and a Bachelor of Arts in Economics from Carlton University, and is a Chartered Financial Analyst Level 3 Candidate.
An experienced senior executive with national organizations operating in highly regulated businesses, Charlotte brings a focus on member-centricity, youth and the diverse needs of the community to Coast Capital’s board. She has served on both public and private boards for the past 15 years including Halton Health Services, Postmedia Networks, Ontario Lottery and Gaming Corporation, Acadia University and numerous early-stage companies. She is the Board Chair of Horizn Inc.
Charlotte volunteers with several organizations in an advisory and advocacy capacity to help business start-ups, women and young entrepreneurs build the next generation of successful Canadian leaders and companies.
Prior to working with Microsoft, Ms. Burke held numerous senior executive roles with Bell Canada and led the Company through three major technology transformations including the launch of digital cellular, the expansion of broadband internet and the introduction of internet-based TV. She has a Master of Business Administration from Harvard University and Bachelor of Business Administration in accounting from Acadia University. Charlotte holds an Institute of Corporate Directors designation from the Institute of Corporate Directors.
During her 30-plus years with HSBC Bank Canada, Susan held a variety of executive management positions working with the bank’s domestic and international sectors in the areas of enterprise-wide risk management, governance, regulatory compliance and corporate sustainability.
Susan is a seasoned Corporate Director and is currently the Audit Committee Chair of Infrastructure BC, a provincial Crown corporation and procurement advisor for major infrastructure projects in B.C. She is also the past Chair and Audit Committee Chair of the Royal Canadian Mint and former Director of the Mutual Fund Dealer’s Association. As a community leader, Susan remains committed to serving on the boards of non-profit organizations, most recently as a Director and Audit Committee Chair of the Hawaiian Legacy Reforestation Initiative, a sustainable reforestation initiative and as Director and Finance Committee Vice Chair of the Beach Grove Golf Club.
Susan has a Bachelor of Administration from the University of British Columbia and received her Institute of Corporate Directors designation from the Institute of Corporate Directors.
As Co-Founder and Executive Chairman of BoomerangFX, a leading North American healthcare technology company, Jerome brings growth focused leadership expertise to Coast Capital’s board. Jerome previously served as Chief Executive Officer to Bank of New York Mellon Canada, a post he held during the 2008 financial crisis. During this time, he also acted as senior advisor to the Canadian Government on regulatory and stimulus measures designed to safeguard the Canadian economy.
Jerome is a trusted advisor to boards and investor groups on complex transactions and turnarounds. He brings a record of launching and accelerating companies across various sectors including e-commerce, software, financial services and fintech.
He holds designations as CPA, CA, CFA and a Master of Business Administration from York University. A recipient of Canada’s Top 40 Under 40, Mr. Dwight has also been recognized by The Canadian Lenders Association as one of the Top 25 Lending Executives in Canada.
Pharid Jaffer – Founder & Principal, PNJ Solutions - Vancouver, Canada:
Pharid is an independent consultant focused on providing thought leadership, digital & technology advisory services to local & global organizations. He has held senior roles and worked in technology, financial services, retail, and public sector organizations. These organizations include HSBC, Canaccord-Genuity and George Weston Limited.
In addition to his consultancy responsibilities, Pharid is active as a thought-leader speaking on many topics ranging from FinTech to Digital Disruption to Cyber-Resiliency. Pharid continues to remain active in the community from mentoring MBA and undergrad students at SFU’s Beedie School of Business to being active in many causes including Autism. Pharid is a graduate of the University of Waterloo.
Throughout her career, Valerie has combined a strong commitment to the business sector with a passion for community service. Currently she is the Executive Director for Big Brothers of Greater Vancouver. This puts her at the helm of all aspects of community outreach, programming and funding for the organization. Valerie previously worked internationally with The World Bank in multiple jurisdictions.
Valerie has served on numerous corporate and non-profit boards including BC Hydro, Powerex, BC Women’s Hospital Foundation and The Forum for Women Entrepreneurs. Valerie is currently on the Finance committee of Shaughnessy Golf & Country Club and is serving as board member for the Molly Towell Perinatal Research Foundation.
Valerie holds a Bachelor of Arts with Honours in English and Commerce from the University of Toronto. She is currently a member of the Chartered Professional Accountants of B.C. Valerie has also received an ICD.D designation from the Institute of Corporate Directors.
Nancy is a professional corporate director and former financial executive who brings strategic, operational, financial and executive leadership expertise to Coast Capital’s board. During her 19-year career with Seaspan ULC, the last 12 of which were as Chief Financial Officer, she was responsible for leading finance, information technology, risk management, supply chain, security, corporate communications and managing large capital projects.
Nancy is currently the Chair of the Board of Governors for the University of British Columbia. She previously held volunteer leadership roles with youth sports organizations and has campaigned in support of multiple health charities, most recently BC Women’s Health Foundation.
Nancy is a Fellow of the Chartered Professional Accountants of B.C. She has received several awards for her professional and community leadership including CFO of the Year, B.C.’s Most Influential Women in Finance, B.C.’s Most Influential Business Leaders and Association of Women in Finance Peak Award for Board Leadership.
Firdos is an accomplished, results driven global financial services executive and change champion who is passionate about achieving excellence in the boardroom. During his successful 40+ year career at Scotiabank, he held a variety of senior leadership roles in retail, commercial and small business banking.
Firdos brings international experience and expertise in strategy development, corporate governance, M&A integrations, business transformations, customer experience, operations, risk management and cross-cultural leadership. He is an investor, advisor and strategic mentor to entrepreneurs, helping them to grow and realize their business potential.
He has a Master of Business Administration in Financial Services from Dalhousie University, is a fellow of the Institute of Canadian Bankers with honors, and holds an ICD.D designation from the Institute of Corporate Directors.
Chris brings extensive public sector and governance experience to Coast Capital’s board. This includes ten years as a Deputy Minister in British Columbia in the Ministry of Finance where his work mostly included B.C.’s first Climate Action Plan, the carbon tax and the Great Bear Rainforest.
Since leaving the public sector, Chris has been involved in a wide range of projects from public education to transit governance. He was the board chair of two Crown corporations and has chaired finance, human resources and governance committees for both corporate and non-profit boards.
Chris holds a Bachelor of Commerce from the University of British Columbia and received an ICD.D designation from the Institute of Corporate Directors. Chris held a Certified General Accountant designation for over 30 years.
Lois brings strong executive leadership and entrepreneurial expertise to Coast Capital’s Board as the Founder, President and CEO of dnaPower Inc. She has led global work in human resources, organizational development, strategic planning, operations and IT management as the Executive Vice President, Corporate Resources at Teekay Corporation and a Partner with Western Management Consultants.
With experience on over 25 private, public and non-profit boards, Lois understands the importance of corporate social responsibility and corporate sustainability in board decision making. She currently serves on the Asia Pacific Foundation and BCAA Boards. She is a community leader in the areas of equity, diversity and inclusion.
Lois holds a Doctorate of Business Administration from the Asia Pacific International University, a Master of Business Administration from the Ivey School of Business, and is a Fellow in Board Governance from the Canadian Board Diversity Council. She has been recognized with many awards including Canada’s Most Powerful Women: Top 100, YWCA Women of Distinction, BIV and BC Business Women of Influence and the BC Medal of Good Citizenship.
Previous NextBob is a seasoned executive and corporate director who contributes his keen understanding of member-focused technology, financial expertise, communication skills and governance experience to his role as Chair of Coast Capital’s board. Bob also serves on the boards of the Rocky Mountaineer and the Institute of Corporate Directors and was previously on the board of Central 1 Credit Union.
In addition to his corporate responsibilities, Bob works with a number of non-profit and community organizations. He is the Board Chair of the Chris Spencer Foundation and an active member of Social Venture Partners.
Bob is a Fellow of the Chartered Professional Accountants of B.C and received his ICD.D designation from the Institute of Corporate Directors. In addition to his role as Coast Capital Board Chair, he is currently a Board member and chair of the Governance and Nomination Committee of Ballet BC. Prior to focusing on board and advisory work, Bob spent 18 years with Ritchie Bros. Auctioneers, where he held several executive positions including Chief Financial Officer, Chief Operating Officer and Chief Strategic Development Officer.
As an outstanding leader in the financial services sector, Calvin has a proven record of accomplishment in strategic planning, customer experience, capital raising, new market development, regulatory issues, and technology trends. This experience has positioned him well as Coast Capital’s President and CEO, and board member.
Before joining Coast Capital, Calvin held a wide variety of roles across the financial services industry, including President of TD Waterhouse Canada; Co-founder, Director and Managing Partner of QTrade Financial Group; and President and Managing Director of Assante Corporation.
Calvin holds a Master of Business Administration from the University of Ottawa, and a Bachelor of Arts in Economics from Carlton University, and is a Chartered Financial Analyst Level 3 Candidate.
An experienced senior executive with national organizations operating in highly regulated businesses, Charlotte brings a focus on member-centricity, youth and the diverse needs of the community to Coast Capital’s board. She has served on both public and private boards for the past 15 years including Halton Health Services, Postmedia Networks, Ontario Lottery and Gaming Corporation, Acadia University and numerous early-stage companies. She is the Board Chair of Horizn Inc.
Charlotte volunteers with several organizations in an advisory and advocacy capacity to help business start-ups, women and young entrepreneurs build the next generation of successful Canadian leaders and companies.
Prior to working with Microsoft, Ms. Burke held numerous senior executive roles with Bell Canada and led the Company through three major technology transformations including the launch of digital cellular, the expansion of broadband internet and the introduction of internet-based TV. She has a Master of Business Administration from Harvard University and Bachelor of Business Administration in accounting from Acadia University. Charlotte holds an Institute of Corporate Directors designation from the Institute of Corporate Directors.
During her 30-plus years with HSBC Bank Canada, Susan held a variety of executive management positions working with the bank’s domestic and international sectors in the areas of enterprise-wide risk management, governance, regulatory compliance and corporate sustainability.
Susan is a seasoned Corporate Director and is currently the Audit Committee Chair of Infrastructure BC, a provincial Crown corporation and procurement advisor for major infrastructure projects in B.C. She is also the past Chair and Audit Committee Chair of the Royal Canadian Mint and former Director of the Mutual Fund Dealer’s Association. As a community leader, Susan remains committed to serving on the boards of non-profit organizations, most recently as a Director and Audit Committee Chair of the Hawaiian Legacy Reforestation Initiative, a sustainable reforestation initiative and as Director and Finance Committee Vice Chair of the Beach Grove Golf Club.
Susan has a Bachelor of Administration from the University of British Columbia and received her Institute of Corporate Directors designation from the Institute of Corporate Directors.
As Co-Founder and Executive Chairman of BoomerangFX, a leading North American healthcare technology company, Jerome brings growth focused leadership expertise to Coast Capital’s board. Jerome previously served as Chief Executive Officer to Bank of New York Mellon Canada, a post he held during the 2008 financial crisis. During this time, he also acted as senior advisor to the Canadian Government on regulatory and stimulus measures designed to safeguard the Canadian economy.
Jerome is a trusted advisor to boards and investor groups on complex transactions and turnarounds. He brings a record of launching and accelerating companies across various sectors including e-commerce, software, financial services and fintech.
He holds designations as CPA, CA, CFA and a Master of Business Administration from York University. A recipient of Canada’s Top 40 Under 40, Mr. Dwight has also been recognized by The Canadian Lenders Association as one of the Top 25 Lending Executives in Canada.
Pharid Jaffer – Founder & Principal, PNJ Solutions - Vancouver, Canada:
Pharid is an independent consultant focused on providing thought leadership, digital & technology advisory services to local & global organizations. He has held senior roles and worked in technology, financial services, retail, and public sector organizations. These organizations include HSBC, Canaccord-Genuity and George Weston Limited.
In addition to his consultancy responsibilities, Pharid is active as a thought-leader speaking on many topics ranging from FinTech to Digital Disruption to Cyber-Resiliency. Pharid continues to remain active in the community from mentoring MBA and undergrad students at SFU’s Beedie School of Business to being active in many causes including Autism. Pharid is a graduate of the University of Waterloo.
Throughout her career, Valerie has combined a strong commitment to the business sector with a passion for community service. Currently she is the Executive Director for Big Brothers of Greater Vancouver. This puts her at the helm of all aspects of community outreach, programming and funding for the organization. Valerie previously worked internationally with The World Bank in multiple jurisdictions.
Valerie has served on numerous corporate and non-profit boards including BC Hydro, Powerex, BC Women’s Hospital Foundation and The Forum for Women Entrepreneurs. Valerie is currently on the Finance committee of Shaughnessy Golf & Country Club and is serving as board member for the Molly Towell Perinatal Research Foundation.
Valerie holds a Bachelor of Arts with Honours in English and Commerce from the University of Toronto. She is currently a member of the Chartered Professional Accountants of B.C. Valerie has also received an ICD.D designation from the Institute of Corporate Directors.
Nancy is a professional corporate director and former financial executive who brings strategic, operational, financial and executive leadership expertise to Coast Capital’s board. During her 19-year career with Seaspan ULC, the last 12 of which were as Chief Financial Officer, she was responsible for leading finance, information technology, risk management, supply chain, security, corporate communications and managing large capital projects.
Nancy is currently the Chair of the Board of Governors for the University of British Columbia. She previously held volunteer leadership roles with youth sports organizations and has campaigned in support of multiple health charities, most recently BC Women’s Health Foundation.
Nancy is a Fellow of the Chartered Professional Accountants of B.C. She has received several awards for her professional and community leadership including CFO of the Year, B.C.’s Most Influential Women in Finance, B.C.’s Most Influential Business Leaders and Association of Women in Finance Peak Award for Board Leadership.
Firdos is an accomplished, results driven global financial services executive and change champion who is passionate about achieving excellence in the boardroom. During his successful 40+ year career at Scotiabank, he held a variety of senior leadership roles in retail, commercial and small business banking.
Firdos brings international experience and expertise in strategy development, corporate governance, M&A integrations, business transformations, customer experience, operations, risk management and cross-cultural leadership. He is an investor, advisor and strategic mentor to entrepreneurs, helping them to grow and realize their business potential.
He has a Master of Business Administration in Financial Services from Dalhousie University, is a fellow of the Institute of Canadian Bankers with honors, and holds an ICD.D designation from the Institute of Corporate Directors.
Chris brings extensive public sector and governance experience to Coast Capital’s board. This includes ten years as a Deputy Minister in British Columbia in the Ministry of Finance where his work mostly included B.C.’s first Climate Action Plan, the carbon tax and the Great Bear Rainforest.
Since leaving the public sector, Chris has been involved in a wide range of projects from public education to transit governance. He was the board chair of two Crown corporations and has chaired finance, human resources and governance committees for both corporate and non-profit boards.
Chris holds a Bachelor of Commerce from the University of British Columbia and received an ICD.D designation from the Institute of Corporate Directors. Chris held a Certified General Accountant designation for over 30 years.
Lois brings strong executive leadership and entrepreneurial expertise to Coast Capital’s Board as the Founder, President and CEO of dnaPower Inc. She has led global work in human resources, organizational development, strategic planning, operations and IT management as the Executive Vice President, Corporate Resources at Teekay Corporation and a Partner with Western Management Consultants.
With experience on over 25 private, public and non-profit boards, Lois understands the importance of corporate social responsibility and corporate sustainability in board decision making. She currently serves on the Asia Pacific Foundation and BCAA Boards. She is a community leader in the areas of equity, diversity and inclusion.
Lois holds a Doctorate of Business Administration from the Asia Pacific International University, a Master of Business Administration from the Ivey School of Business, and is a Fellow in Board Governance from the Canadian Board Diversity Council. She has been recognized with many awards including Canada’s Most Powerful Women: Top 100, YWCA Women of Distinction, BIV and BC Business Women of Influence and the BC Medal of Good Citizenship.