November 2016

Financial Literacy and the Inclusive Economy

7:30am-9:15am | Arcadian Court - 401 Bay St., 8th Floor, Toronto

A firm grasp on financial matters helps us live a secure and fulfilling life. In recognition of Financial Literacy Month, leaders from the public and private sectors discuss how this essential skill creates a more prosperous and inclusive economy, and why we all have a vested interest in helping younger Canadians manage their finances responsibly. 

Member price:
Individual seat: $89 +HST
Table (seats 10): $800 +HST

Regular price:
Individual seat: $110 +HST
Table (seats 10): $990 +HST

- Breakfast will be served -

- For information about accessibility, please email merpaw@economicclub.ca
- Dietary restriction notes and meal requests must be submitted to merpaw@economicclub.ca 48 hours in advance of event.

Financial Literacy and the Inclusive Economy

Bharat Masrani

Group President & CEO
TD Bank Group

Bharat Masrani

Bharat Masrani was appointed Group President and Chief Executive Officer of TD Bank Group on November 1, 2014. Bharat has more than 29 years of banking experience and is a member of the TD Bank Group Board of Directors. He most recently served as Chief Operating Officer for TD Bank Group from July 2013.

Bharat has held many senior executive roles across the bank. In 2006, he became the President of TD Banknorth, and in 2007, President and CEO. In 2008, he was named Group Head U.S. Personal and Commercial Banking and President and CEO of TD Bank, America’s Most Convenient Bank®. Previous to his role at TD Bank, he served as Vice Chair and Chief Risk Officer of TD Bank Group, a position he held from May 2003. Bharat also served as Senior Vice President and Chief Executive Officer of TD Waterhouse Investor Services in Europe; Senior Vice President, Corporate Finance and Co-Head in Europe; Vice President and Country Head for India; and Vice President and Head, Corporate Banking Canada. He began his banking career with TD Bank Group in 1987 as a Commercial Lending Trainee.

Bharat received a Bachelor of Administrative Studies degree with Honours from York University in 1978 and obtained his Master of Business Administration from the Schulich School of Business, York University in 1979. He and his wife, Shabnam, currently make their home in Toronto and have two grown children.

Elizabeth Mulholland

Prosper Canada

Elizabeth Mulholland

Elizabeth Mulholland is the Chief Executive Officer of Prosper Canada, a national charity dedicated to expanding economic opportunity for Canadians living in poverty through program and policy innovation. Elizabeth joined Prosper Canada in 2011, after a 25-year policy career in the public, private and non-profit sectors, including a decade of independent policy consulting, five years as senior social policy advisor in the Office of the Prime Minister, and five years directing United Ways of Ontario’s government relations program. Elizabeth holds a Bachelor of Arts Degree in Geology and French from Wellesley College and successfully completed McGill University’s Graduate Summer Program in Epidemiology and Biostatistics.

Jane Rooney

Financial Literacy Leader
Government of Canada

Jane Rooney

Jane Rooney is Canada’s first Financial Literacy Leader. Appointed in April 2014, Ms. Rooney works to coordinate financial literacy initiatives by collaborating with stakeholder groups across the country. Her goal is to strengthen the knowledge, skills and confidence of Canadians in dealing with financial matters.

The Financial Literacy Leader position is a Governor in Council appointment. Ms. Rooney acts under the instructions of the Commissioner of the Financial Consumer Agency of Canada (FCAC).

Ms. Rooney’s previous role at FCAC was Director, Financial Literacy and Consumer Education. These two national, separately funded education programs focused on helping Canadians increase their financial knowledge and confidence; and increasing consumers’ knowledge and awareness of financial products and services, and their rights and responsibilities in this area.

The innovative approach taken by Ms. Rooney and her financial literacy team earned them a 2010 Public Service Award of Excellence for their development of The City, a Financial Life Skills Resource, a simulated online world that offers an interactive, engaging and fun way for students to learn about money.
Ms. Rooney is a member of a number of committees working on financial literacy within Canada and abroad, including the OECD’s International Financial Education Network and the Canadian government’s Interdepartmental Committee on Financial Literacy.

Since joining FCAC in January 2002, Ms. Rooney has also served as Senior Advisor to the Commissioner, headed the Consumer Education unit and was Manager of Consumer Services at the Agency.

Her previous experience includes almost eight years as a policy analyst at the Canadian Payments Association, the organization that developed and operates the Canadian payments system. In that capacity, Ms. Rooney was a member of a number of Canadian committees that examined payment policy issues.

Ms. Rooney holds a Bachelor of Arts degree in Economics from Carleton University.

Mitzie Hunter

Minister of Education
Government of Ontario

Mitzie Hunter

Mitzie Hunter is the Minister of Education, and the MPP for Scarborough-Guildwood. Prior to this post, she served as the Associate Minister of Finance, responsible for pension reform.

Mitzie Hunter understands our community and the power of working together. A lifelong citybuilder, she is passionate about unlocking the city’s potential by ensuring fair and inclusive access to employment and prosperity.

As the former CEO of the Greater Toronto CivicAction Alliance, Mitzie worked to solve some of our toughest social, economic and environmental challenges. She was also previously the Chief Administrative Officer (CAO) of the Toronto Community Housing Corporation, Vice-President with Goodwill Industries and a Regional Director at Bell Canada.

Mitzie and her family immigrated to Canada from Jamaica in 1975. She grew up in Scarborough, graduated from U of T (Scarborough Campus) with a BA, and recently completed her MBA from the Rotman School of Management.

As part of Kathleen Wynne’s team, Mitzie will bring people together to solve problems, and to create jobs and opportunity in our community.

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