Ejaz Nadeem

Board Endorsed

As a lifelong advocate for financial literacy, sound governance, and member value, I am seeking election to the Board of FirstOntario Credit Union to contribute my strategic, financial, and leadership expertise. I bring a deep understanding of risk management, regulatory compliance, and fiduciary responsibility developed over three decades in the financial sector.

My governance experience includes serving as National Chair, Treasurer, Finance & Audit Chair, and Governance Committee member. I am committed to strong oversight, financial stewardship, and member-driven decision-making. If elected, I will help strengthen financial sustainability, support innovation, and uphold the values that make FirstOntario trusted in our communities.

What can you specifically contribute to the Board?

• 30+ years of financial services leadership with deep operational and strategic experience
• Former FirstOntario VP & Head of Wealth Management, providing direct insight into members, culture, and regulatory expectations
• Strong governance background: National Treasurer, Finance & Audit Chair, Governance Committee member
• Robust financial literacy from P&L leadership, budgeting, forecasting, and capital awareness
• Risk-aware decision-maker, experienced in conduct risk, suitability, compliance, and audit collaboration
• Constructive challenge mindset grounded in clarity, evidence, and member outcomes
• Collaborative board approach that respects roles, values diverse perspectives, and supports collective decisions
• Commitment to cooperative principles and long-term member value
• Focus on sustainable performance, financial resilience, and responsible risk-taking

Educational and Professional Designations

• Master Degree, MA (Economics) from the University of Alberta
• Completed levels 1 and 2 of Chartered Financial Analyst Program (CFA)
• CFP and CLU designations

Work Experience

• Management Consultant 2021 – Present
• VP & Head of Wealth, FirstOntario Credit Union 2011-2020
• VP (Regional) Credential/Aviso Wealth 1998-2009

Board and Committee Experience

Current

• Board Trustee, Past Chair, The Institute for Advance Financial Education
• Board Director, Advocis, The Financial Advisors Association of Canada
• Member, Governance Committee, Advocis

Past

• Treasurer, Finance & Audit Committee Chair, Advocis
• Board Director and Treasurer, Muslim Association of Hamilton
• Board Director, Canadian Association of Gift Planners