Chair

Jaimie Lickers, Vice President, Indigenous Markets, CIBC, Hamilton, ON. Ms. Lickers leads CIBC’s Indigenous Markets teams, overseeing the Indigenous lending portfolio and trust management. Prior to joining CIBC, Ms. Lickers was a lawyer who specialized in advising Indigenous clients on the development, structuring and drafting of their trust deeds. She also has considerable experience on issues related to Indigenous membership and Indigenous taxation.

   

Faculty

 

Gwen Barron, Alderville First Nation, ON. Gwen is a member of the Alderville First Nation and currently sits on the board of trustees for the Alderville Williams Treaty Settlement Trust. She has also been a trustee on Alderville’s Community Trust for over a decade, and now sits as the Trust’s chair. In her professional career, Gwen is a clerk for the Ontario Courts of Justice (Superior Court) in Cobourg, Ontario and Office Administrator for the Ontario Legal Aid Plan. She is a graduate of the international trade program at Fleming College. She is also a member of the Board of Directors of the IOOF Seniors Home Inc. in Barrie Ontario and a former councillor of Alderville First Nation.

   

Lisa Caswell, MBA, CFA, Vice President, Indigenous Services, T.E. Wealth, Toronto, ON. As Vice President of T.E. Wealth’s dedicated Indigenous Services practice, Lisa brings over 30 years of experience in the investment industry as a portfolio manager and client relationship professional. She specializes in working with community leadership and trustees across Canada on the planning, development and implementation of efficient and cost-effective Indigenous trust and wealth management solutions. Lisa takes great pride in T.E. Wealth’s ability to offer trusted and comprehensive support, which includes community readiness and planning; trustee training and member communication strategies. She has a deep understanding of global economics and financial markets, including extensive knowledge of debt, equity and alternative investments.

   

Linda Hartford,  National Director, Indigenous Trust Services, Indigenous Markets, CIBC, Victoria, BC. Linda Hartford has over 20 years of experience in trust services. Her expertise is in Indigenous trust structuring and relationship management. Linda has an honours BA (Economics) degree from the University of Toronto, and holds the CFP, TEP, FMA and FEA designations. She is a member of the National Aboriginal Trust Officers Association (NATOA), having completed NATOA’s accreditation, and speaks regularly at Indigenous conferences (and in Communities) on trust structures and financial literacy. Linda is also a member of AFOA Canada, and the Society for Trust and Estate Practitioners.

   
 

Jason Marsden, Alderville First Nation, ON. Jason is an elected councillor of the Alderville First Nation.

   

Michael McDonald, Q.C., Partner, Clark Wilson LLP, Vancouver, BC. Mike McDonald is a Partner with Clark Wilson LLP, where he serves as chair of the Indigenous Law group. Over the course of his career, Michael has been a principal proponent of Aboriginal economic growth, leading many of Canada’s most intricate and complex precedent-setting Aboriginal development projects totaling more than $20 billion, including various business ventures and wealth management structures flowing from these deals. A member of the Peguis First Nation in Manitoba, Michael couples vast business experience with distinct cultural understanding to serve his clients from a holistic perspective, crafting solutions that unite legal, commercial, governance and social interests.

   

Shannon Rohan, Chief Strategy Officer, Shareholder Association for Research & Education, Vancouver, BC. Shannon joined SHARE in 2006 as a Program Officer and currently holds the position of Chief Strategy Officer where she works with pension funds, foundations, Indigenous trusts and universities to develop and implement responsible investment policies and practices. Shannon also leads strategic projects for SHARE including the Valuing Decent Work Initiative and the Reconciliation and Responsible Investment Initiative.

   

Mark Sevestre, Founding Member and Senior Advisor, National Aboriginal Trust Officers Association, Hagersville, ON. In 2006, Mark became one of three founding members of the National Aboriginal Trust Officers Association (NATOA), a Charitable organization dedicated to providing knowledge and capacity building on trust funds and investment for Indigenous communities. Mark is leading the Reconciliation and Responsible Investment Initiative in partnership with Share Canada, which is linking Indigenous Values to Indigenous Investing as well as helping Non-Indigenous Investors utilize their portfolios to achieve the goals of Reconciliation in Canada. Mark has also served as the General Manager of the Mississaugas of the Credit First Nation Community Trust since 1999. Mark is Mohawk and resides in the Six Nations of the Grand River Territory.

   

Jerome Slavik, Slavik & Associates, Edmonton, AB. Mr. Slavik is a former Partner with Ackroyd LLP. For over 36 years, his practice has focused on providing legal advice to over 50 First Nations, Tribal organizations and Métis Communities in Saskatchewan, Alberta, British Columbia and the Northwest Territories. Mr. Slavik has provided legal counsel to First Nations on the validation, negotiation and settlement of outstanding treaty entitlements and specific claims against the Crown. He has been legal counsel for 24 specific claim settlements with a net present value of over $2 billion and the accompanying settlement trusts. In addition, through his consulting company, Slavik & Associates, he has provided training in Crown/First Nation negotiations to the Governments of Nova Scotia, Ontario and Quebec, as well as numerous Tribal Councils, First Nations and Aboriginal organizations across Canada.

   

Maurice Switzer, Bnesi, Alderville First Nation, ON. Maurice is a member of Alderville First Nation and a trustee on the Alderville Williams Treaty Community Trust. He lives in North Bay, ON. He has served as member of the Ontario Human Rights Commission, communications director for the Assembly of First Nations and Union of Ontario Indians, adjunct professor on the Laurentian University campus, and publisher of the Winnipeg Free Press.

   

Kaisha Thompson, Associate, Gowling WLG, Ottawa, ON. Kaisha Thompson is an associate lawyer in Gowling WLG’s Ottawa office. She is a problem-solver with experience working on complex litigation matters. Kaisha represents clients before the Superior Court of Justice and Federal Court of Canada. Kaisha is a legal advisor to a number of Indigenous trusts across Canada. In addition to this work, Kaisha is on the Day School Class Action legal team which engaged in national consultation prior to the settlement and now provides advice to thousands of claimants seeking compensation for historic abuse.

   

Katherine Wheatley, Program Manager, Shareholder Association for Research & Education, Vancouver, BC. Katherine Wheatley is program manager for the Reconciliation and Responsible Investment Initiative (RRII), a partnership between SHARE and the National Aboriginal Trust Officers’ Association (NATOA) that aims to promote responsible investment policies and practices that include reconciliation goals. Prior to joining SHARE in 2019, Katie worked in intergovernmental affairs with various First Nations to protect their Aboriginal rights and title and enhance environmental conservation through government relations, negotiation with industry, and international advocacy.

   

Vickie Whitehead, MBA, CPA, CGA, Director, Indigenous Services, Crowe Mackay LLP, Vancouver, BC. Based on her 22 years of industry and government of Canada experience, Vickie works with her Indigenous clients to help them achieve success in their sovereignty goals, specifically in the areas of Indigenous trust creation and management, board governance, and financial management. Vickie is Cree Métis, is the Vice-Chair of the National Aboriginal Trust Officers Association, on the Advisory Council of the Aboriginal Financial Officers Association of BC and serves on the CPA BC bylaws committee.