Executive Committee Biographies
Derek has spent nearly a decade working in different capacities in financial services and is currently a Portfolio Manager for Watson Di Primio Steel (WDS) Investment Management, an Ottawa based boutique investment firm. Derek joined WDS after serving as vice-president of a Montreal based wealth management firm specializing in serving cross-border clientele. Previously, with the Financial Planning Standards Council, he was an integral part of the content development efforts for the Certified Financial Planner ® national certification exams in Canada.
Derek has a master’s degree in personal finance from Kansas State University, and both his CFA charter and CFP designation. He is also a member of the Ottawa CFA Society and also a board member of the national Financial Planning Foundation TM, where he chairs the research committee. Recently, Derek was asked to join the research sub-committee for the Canadian task force on financial literacy, an initiative of the Financial Consumer Agency of Canada.
Anis is the Chief Operating Officer at a local High Tech company. Prior to that Anis has held progressive senior management roles leading global Customer Support organizations, and over 20 years in technical support roles. Anis is skilled at execution, structuring, and optimizing efficiencies at various organizations at High Tech companies to scale for growth. Anis has been in Ottawa since 2001, holds an MBA from Telfer School of business at OttawaU, and a Bachelor of Mathematics and Computer Science from Saint Mary’s University.
Erin was born in Kingston and moved to Ottawa in to attend the University of Ottawa. Upon graduating in 2007, Erin worked as a financial statement auditor at Deloitte and Touche and obtained her chartered accountant designation. She is currently employed with Export Development Canada in the Finance group.
Megan O’Meara is a communications administrator at Defence Construction Canada (DCC). Prior to joining DCC, she spent four years as the communications coordinator at the Caring and Sharing Exchange. Megan holds a Bachelor of Arts with a Specialization in Communications and an Honours Bachelor of Journalism, both from the University of Ottawa. She also completed a Journalism Diploma from Algonquin College as part of her Journalism degree, and recently completed a certificate in Social Media at Algonquin College. She is a member of the International Association of Business Communicators (IABC).
Board Director Biographies
Susan Anson is the Managing Director, VFA - Accruent Canada and provides strategic leadership to numerous organizations in managing their capital planning requirements. Susan holds a master’s degree in business administration and has authored numerous articles about capital planning related to real estate portfolios in industry publications, including Canadian Facility Management & Design and Canadian Property Management. Susan believes in giving back to the community and focuses on areas that have touched her life. Previously she has served as a Board member for The Alzheimer Society of Ottawa Carleton, theVictoria Women’s Transition House and the Greater Victoria Housing Society.
Keith was raised in Saskatchewan but has been living in Ontario for the last 30 years, and Ottawa for the last 20. He has a Bachelor of Applied Science from the University of Waterloo, and since graduation has had a long career in project management within multiple industries. Most recently Keith has been working with BMT Canada where he manages a team helping the Department of National Defence improve overall performance in its naval maintenance and management operations. Keith's volunteer work has supported BBBSO finance oversight, and soccer coaching activities for his children.
Amanda moved to Ottawa from Newfoundland in 1998, and has called Ottawa her home ever since. She has had a long career in the IT industry and is currently a Senior Business Analyst at Carleton University, where she has worked for the past seven years. She has fulfilled many different volunteer roles over the years; most recently as a member of the United Way committee at Carleton, and as a mentor for JA Ottawa. She has a Bachelor of Arts degree (anthropology/sociology) from Memorial University of Newfoundland, and a Masters of Business Administration (MBA) from Carleton University.
Wayne believes that every individual who volunteers makes a difference in their community. As a long-time member of the boards of directors of Nepean Kiwanis and of Orleans Little League Baseball Inc, Wayne has seen what can be achieved for the good of the children of greater Ottawa. Wayne’s 30-year career with the Public Service of Canada provided him with the opportunity to experience all of Canada and to work with First Nations from coast to coast to coast to resolve long-standing self-government and land claims. Wayne and his wife, Carole, have one son. When Wayne is not spending time kayaking at the cottage, he can be found exercising at the YMCA, reading at home and occasionally downhill skiing.
Christina graduated from Carleton University in 2013 with a Bachelor of Arts degree in Criminology and Criminal Justice with a concentration in Psychology. In addition to her degree, she has 2 college diplomas from Sir Sandford Fleming College: Social Service Worker and Community & Justice Services. Christina has worked in the social services field for over 10 years supporting individuals who are experiencing homelessness, mental illness, addictions, and justice system involvement as well as working with individuals who have a developmental disability and/or autism. Christina's passion for the individuals she works with goes beyond her employment; she has founded and organizes an annual fundraiser to raise money for a different local organization each year, supporting the vulnerable populations in our community. Her involvement in this initiative won her the Ottawa Police Community Service Award in 2018.
Sharon grew up in Montreal (elle est bilingue!) and has been living in the Ottawa area for the past 12 years. She has a long history in customer service and truly believes in creating “Raving Fans” out of everyone she deals with. Sharon loves meeting people and building relationships, something she does at her job as a Talent Acquisition Manager at Giant Tiger, where she is able to find top talent to join one of the National Capital Region's best places to work! She believes finding someone a job where they will be happy for a long time is truly gratifying. She also loves when clients return to her to find staff for other positions, after they see how she’s able to find employees that work perfectly for them!
Sharon also loves spending time with her husband and two children. She has a vast history serving as a Board Director, including serving for three years on the Board of Directors at Youville Centre. In addition to her role on the Caring and Sharing Exchange’s board, she is also very involved in her children's schools. She really wants to make a difference for kids in Ottawa who can’t afford the joy of school supplies, and is also excited about assisting people with their Christmas meals.
Sana is a People & Culture Lead at the Canadian Digital Service (CDS), Treasury Board of Canada Secretariat. Prior to joining the federal government, Sana worked as the Community Engagement Manager at Accora Village. She was an active member of the Caring and Sharing Exchange’s Kindness Committee since the day the organization took over the initiative. Kindness Week still holds a very special place in her heart and Sana has expanded the initiative into her new workplace at CDS. Sana believes strongly in giving back to the community and is thrilled to be supporting our organization.
Catherine Thomas is a successful Human Resources Consultant and Executive Coach. She is a Certified Human Resource Professional, having graduated from the University of Ottawa after completing Business Administration studies. She is also a graduate of the Institute of Corporate Directors Program – Essentials of Governance for Not for Profit organizations.
Catherine holds a Graduate Certificate in Executive Coaching from Royal Roads University and a Certificate in Graduate Studies - Conflict Resolution from Carleton University. She has received her Professional Certified Coach designation from the International Coaching.
Tracey is a community-minded leader with over 20 years’ experience in the insurance industry. She is an experienced and respected leader at Economical Insurance of a team of talented professionals, and she is committed to her community, having volunteered her expertise to various local non-profit organizations over the years. Tracey holds a diploma in accounting from Algonquin College as well as a Canadian Accredited Insurance Broker diploma. She has her Registered Insurance Broker (Ontario) License II, and her Chartered Insurance Professional designation. Tracey has held leadership positions at Donald C. Johnston Insurance Brokers, Palladium Insurance Brokers, and most recently Economical Insurance, where she has spent much of her career in roles of progressive responsibility. Currently, Tracey is AVP, Personal Insurance (Ontario Region) at Economical where she is responsible for oversight of personal insurance, providing insight and recommending business strategies to produce profitable growth.