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CPA, CA, ICD.DCEO
Kelly Gorman is an accomplished C-suite executive with over two decades of leadership experience in finance, governance, and regulatory compliance.
In her previous role as Executive Vice President of the Governance Advisory Group at Kingsdale Advisors, she was instrumental in advising corporate boards and executive teams on governance best practices. Her ability to navigate intricate governance and risk management issues makes her a sought-after advisor in the business world.
Before joining Kingsdale, Kelly spent over four years at CPA Ontario. As Executive Vice President and CFO, she led a team of 70 professionals across various operational areas, including finance, IT, and corporate real estate. Her leadership ensured financial strength and operational efficiency for a $100 million budget. She also held the role of Executive Vice President of Regulatory and Standards, overseeing key regulatory functions for the accounting profession.
Her tenure at the Ontario Securities Commission spanned nearly 15 years, where she played a pivotal role as Deputy Director of Enforcement and Chief of the Office of the Whistleblower. Kelly’s leadership in policy initiatives such as the No-Contest Settlement Program and the Whistleblower program led to significant enforcement settlements. Prior to this, she was Deputy Director of Corporate Finance, overseeing compliance for over 1,500 public companies in Ontario.
Kelly’s earlier roles include positions at CIBC and the Office of the Superintendent of Financial Institutions of Canada, where she honed her skills in shareholder reporting and financial supervision.
She holds a Bachelor of Commerce in Accounting and Finance from the University of Toronto and is a Chartered Professional Accountant (CPA, CA) as well as holding the ICD.D designation.
Vice-President, Technology & Innovation
Geoff Le Quelenec is Vice-President, Technology & Innovation at Advocis. Geoff has an extensive set of strategic, management and technology skills honed by over 25 years of experience. These skills are complemented by a deep understanding of business issues and backed by proven field experience.
He is a graduate of the Royal Roads University MBA program and holds certifications in Business Analysis, Negotiation and IT Risk Management. Geoff has also studied Global Issues and Strategic Management at Grenoble Ecole de Management in Grenoble, France.
Vice-President, Advocis Broker Services Inc.
Jack Mazakian is the principal broker and responsible for management of all facets of Advocis Broker Services’ national operations, supporting and executing strategic objectives while maintaining all relationships with partner organizations. He oversees and manages the day-to-day operations of the Advocis sponsored Advisor Insurance Protection program. Jack is an active member of The Financial Advisors Association of Canada’s (Advocis) Executive Management Team.
A successful career in establishing and growing insurance business in Canada, Jack has a professional background in Accounting & Financial Management, and is a licensed Property & Casualty Broker across the country.
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