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Steven James Donald
Director/Board Member at
Investment Industry Association of Canada
Profile
Steven James Donald is currently Vice Chairman at the Investment Industry Association of Canada.
Former roles include Director at The Mutual Fund Dealers Association of Canada from 2010 to 2016, Director at The Canadian Cancer Society, Principal at SHL Systemhouse, Inc., Vice President at Synergy Asset Management Inc. from 1998 to 2003, President & Chief Operating Officer at Assante Corp., Executive Vice President at CI Financial Corp., President at Assante Wealth Management (Canada) Ltd. from 2005 to 2019, and Principal at Ernst & Young LLP (Missouri).
Education includes undergraduate studies at the University of British Columbia.
Steven James Donald active positions
| Companies | Position | Start |
|---|---|---|
Investment Industry Association of Canada
 Investment Industry Association of Canada Miscellaneous Commercial ServicesCommercial Services Member-based, professional association that advances the growth and development of the Canadian investment industry | Director/Board Member | - |
Former positions of Steven James Donald
| Companies | Position | End |
|---|---|---|
Assante Wealth Management (Canada) Ltd.
 Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante offers access to a broad range of investment, insurance, risk management and cash managed offerings. | Chief Executive Officer | 2018-12-31 |
The Mutual Fund Dealers Association of Canada
 The Mutual Fund Dealers Association of Canada Miscellaneous Commercial ServicesCommercial Services Operates as national self-regulatory organization | Chairman | 2009-12-31 |
The Canadian Cancer Society
 The Canadian Cancer Society Miscellaneous Commercial ServicesCommercial Services Provides cancer charity services | Director/Board Member | 2014-12-31 |
Synergy Asset Management Inc.
 Synergy Asset Management Inc. Investment ManagersFinance Profile Unavailable | Director of Finance/CFO | 2003-10-30 |
| CI FINANCIAL | Corporate Officer/Principal | - |
Training of Steven James Donald
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
21
1st degree connections
10
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 10 |
|---|---|
SHL Systemhouse, Inc.
 SHL Systemhouse, Inc. Information Technology ServicesTechnology Services Provides systems integration services | Technology Services |
Synergy Asset Management Inc.
Synergy Asset Management Inc. Investment ManagersFinance Profile Unavailable | Finance |
Assante Corp.
 Assante Corp. Investment ManagersFinance Provides wealth management, financial products and advisory services | Finance |
CI Financial Corp.
 CI Financial Corp. Investment ManagersFinance Provides asset and wealth management services | Finance |
Assante Wealth Management (Canada) Ltd.
Assante Wealth Management (Canada) Ltd. Investment ManagersFinance Assante offers access to a broad range of investment, insurance, risk management and cash managed offerings. | Finance |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Provides accounting, audit, tax and business consulting services | Commercial Services |
University of British Columbia
 University of British Columbia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Mutual Fund Dealers Association of Canada
The Mutual Fund Dealers Association of Canada Miscellaneous Commercial ServicesCommercial Services Operates as national self-regulatory organization | Commercial Services |
Investment Industry Association of Canada
Investment Industry Association of Canada Miscellaneous Commercial ServicesCommercial Services Member-based, professional association that advances the growth and development of the Canadian investment industry | Commercial Services |
The Canadian Cancer Society
The Canadian Cancer Society Miscellaneous Commercial ServicesCommercial Services Provides cancer charity services | Commercial Services |
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