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Board/Investment Committee Member

As a Board/Investment Committee member, my focus is on ensuring robust governance, strategic oversight, and advice that advances the organization's mission and goals.


A great board member possesses a combination of personal qualities, skills, and attributes that contribute to effective governance, strategic oversight, and leadership within an organization.


  • Integrity and Ethics: Upholding the highest ethical standards, I demonstrate integrity in decision-making and interactions, ensuring actions align with the organization's best interests and stakeholder needs.
  • Commitment and Dedication: Committed to the organization's mission and goals, I invest time and effort to thoroughly understand the business, actively participate in meetings, and prepare rigorously for discussions and decision-making processes.
  • Strategic Vision and Critical Thinking: I bring a strategic vision and the ability to think critically about complex issues, providing valuable insights that shape long-term strategies and navigate challenges effectively.
  • Financial Acumen: Proficient in financial statements and key metrics, I ensure effective oversight and decision-making through a thorough understanding of financial data and implications.
  • Leadership and Teamwork: Demonstrating strong leadership skills, I foster effective collaboration among board members, executives, and stakeholders, promoting a culture of teamwork, mutual respect, and collective achievement.
  • Communication Skills: As an effective communicator, I articulate ideas clearly, ask probing questions, and engage in constructive debate. I listen attentively to diverse viewpoints and communicate decisions effectively to ensure clarity and alignment.
  • Adaptability and Open-mindedness: Adaptable to changing circumstances, I embrace new ideas and perspectives, challenging assumptions and exploring innovative approaches to solve problems and drive organizational success.
  • Passion and Advocacy: A passionate advocate for the organization's mission, values, and stakeholders, I champion initiatives that uphold these principles and drive positive outcomes.
  • Risk Oversight: Experienced in risk management frameworks, I assess risk appetite and ensure appropriate controls and mitigation strategies are in place, safeguarding the organization's assets and sustainability.



Testimonials

 "I’ve known and worked with Robert for several years, first as a volunteer at CFA Society Toronto and later in my role as CEO.  Robert is a strategic and clear thinker and is very focused on achieving outcomes on the issues that matter most.  He has a “listen-first” mentality and seeks to build consensus among all stakeholders while ensuring that decisions get made effectively and in a timely manner. CFA Society Toronto could not have achieved its successes without his contributions, wise counsel and unwavering support." ⎻ Frederick Pinto, CEO CFA Society Toronto. 


  "I worked with Robert for the last 8 years and he not only consistently delivered top tier performance results as the Chief Investment Officer, but he had a steadfast commitment to integrity, is a great leader, strategic thinker, and a very effective Committee Chair."  ⎻ Christopher Lopez, Past CFO, Hydro One Inc. 

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