Committees

FundSERV’s goal is to reduce time, risk and costs for the Canadian investment fund industry by eliminating the reliance on paper-based, manual transactions. We accomplish this by working closely with committees and working groups to develop the business rules and electronic data standards required for automating various types of fund transactions.  The volunteers on our committees and working groups act as the industry voice identifying automation and standardization opportunities.

Standard Steering Committee

The Standard Steering Committee reports to the Board of Director and represents the interest of FundSERV’s customers by providing a forum where industry issues are identified, addressed and communicated.  The Committee selects, reviews and prioritizes new initiatives and oversees working groups.

Jim Russell (Chair), Invesco Canada Ltd. Steve Benham, Fidelity Investments Canada ULC Richard Binnendyk, Univeris Paul Boddaert, Mackenzie Financial Kelly Crowther, Franklin Templeton Investments Joanne Currie, Investment Planning Counsel Rhonda Dalton, Scotia Capital Bill Devolin, Manulife Financial Mike Dobbin, Portland Investment Counsel Inc. Pat Dunwoody, Consultant Robert Smuk, FundSERV Inc. Karen Grant, RBC Dominion Securities Inc.

Harry Gundy, FundSERV Inc. Fabio Iannicca, CI Investments Mark S. Kent, Portfolio Strategies Corporation Jackie Laser, NexGen Financial Limited Partnership Kerry Lutes, FNIS Canada Inc. Dennis MacPherson, SGGG Fund Services Inc. Blair Munn, International Financial Data Services Limited Debbie Romhild, Sun Life Financial Fotios Saratsiotis, National Bank Financial Group Russ White, Citigroup Fund Services Canada, Inc Trina Wills, Manulife Securities

 

 

 

 

 

 

 

Technical Advisory Committee

The Technical Advisory Committee reports to the Standards Steering Committee, providing advice and recommendations on the security, infrastructure and development implications of electronic standards.

Working Groups

Working groups report to the Standard Steering Committee and are formed on an ad hoc basis to provide expertise on new initiatives.