Board of Directors
The following are brief profiles of the Board of Directors and executive officers of Morneau Shepell
Executive Vice President and Chief Financial Officer
Scott is responsible for the corporate functions that manage and determine the financial health of the organization, including financial reporting, processes, control, tax, treasury, real estate, planning, analysis, and investor relations. Scott joined the company in 2009 as Chief Financial Officer. As a member of the senior executive team, Scott plays a critical role in the execution of the firm’s overall corporate strategy. This strategy focuses on sustaining or exceeding historical organic revenue growth and profit margins, while aligning the firm’s capital structure and ongoing investments with stakeholder expectations and delivering consistent performance and returns to investors over time. Scott brings to this position many years of senior executive business and finance management experience earned across a number of North American-based organizations. Prior to joining Morneau Shepell, Scott held progressively senior assignments at Zarlink Semiconductor, MCI Canada, Pepsi-Cola, Campbell Soup Company, and Price Waterhouse. Scott has an Honours Bachelor of Mathematics degree from the University of Waterloo and is a Chartered Professional Accountant.
Executive Vice President Morneau Shepell and President, Retirement Solutions
Idan Shlesinger is Executive Vice President Morneau Shepell and President, Retirement Solutions. In this role, Idan provides leadership and guidance for Morneau Shepell’s Retirement Solutions business as well as Morneau Shepell Asset and Risk Management. Idan joined Morneau Shepell in 2007 as a senior consulting actuary. Since then he has played various roles, most recently as the leader of Morneau Shepell’s DC Pensions and Savings business, in which he oversaw Morneau Shepell’s growth as a major provider of DC pension services. Idan has more than 20 years of experience providing advisory services to corporate and public sector organizations, encompassing pension program design, funding, and strategic direction, in both defined benefit and CAP spheres. He has a passion for creative problem solving and innovation in the pension and retirement savings space, and has been a frequent speaker and writer on the topic. Idan grew up in South Africa and commenced his actuarial studies at the University of the Witwatersrand in Johannesburg. He immigrated to Canada in 1994 and completed his studies at the University of Toronto. He is a Fellow of the Canadian Institute of Actuaries and of the Society of Actuaries.
General Counsel and Corporate Secretary
Susan provides legal and risk management counsel to Morneau Shepell on all aspects of its business and operations and acts as a trusted advisor and business partner in assisting the company identify and implement its strategic and tactical objectives.Susan has more than 10 years of experience in corporate, commercial, and securities law, working with public and private companies as both external and internal legal counsel. Prior to joining Morneau Shepell, Susan worked as a lawyer at two law firms in Toronto and St. John’s.Susan graduated from the University of New Brunswick Law School in 2004 after studying biochemistry at Memorial University. She was also among the first graduating class of the Rotman School of Management's Leadership Program for In-House Counsel and holds the title of Certified In-House Counsel, Canada (CIC.C).
Independent Board Member
Don recently joined the Morneau Shepell Asset & Risk Management Ltd. Board of Directors as the first independent director. He currently provides consulting services as well through Don Ezra Consulting Services, Ltd. (2010 – present). Prior to this Don served as Co-chair of Global Consulting at Russell Investments (NYC) & Director of Investment Strategy for its Americas institutional division (1984-2010). Before joining Russell, Don worked as a life insurance actuary in England and as a pension investment consultant in Canada, and he served as vice president of the Canadian Institute of Actuaries.
Don is a widely published author in the pension fund industry. In addition to numerous articles and papers, his books include Understanding Pension Fund Finance and Investment (1979), The Struggle for Pension Fund Wealth (1983), Pension Fund Excellence (1998) and The Retirement Plan Solution: the Reinvention of Defined Contribution (2009)
Don won a Graham and Dodd Award from the Financial Analysts Journal and the Roger Murray Prize from the Q Group in the U.S. In 2004, he was given the Lillywhite Award of the Employee Benefit Research Institute. Don was an appointed delegate to the National Summit on Retirement Savings in both 2002 and 2006, and an at-large delegate from New York State to the White House Conference on Aging in 2006.
Don holds a B.Sc., Mathematics, Calcutta University and a M.A., Mathematics and Economics, Cambridge University. He is also a Fellow of the Institute of Actuaries.