UTAA BOARD MEMBER
(HBA 2007 UTM)
Vice-President, Connor, Clark & Lunn Private Capital Ltd.
Candice has over 15 years of experience in the financial industry. Prior to joining CC&L Private Capital, roles at Pembroke Private Wealth Management and HSBC Global Asset Management demonstrated Candice’s ability to support private clients and foundations across Canada. She is focused on helping charitable foundations and high net worth clients—including women, entrepreneurs and families—achieve their long-term financial goals. Strategic philanthropy is also an important part of Candice’s practice and she is passionate in working with clients to identify values and areas where philanthropy can play a role.
Candice currently serves on the Board of the University of Toronto Alumni Association (UTAA). She was a former Board of Director of the Toronto Chinese Business Association (TCBA) as Vice President on the Executive Board (2014-2016). She was also appointed to be a member of the University of Toronto College of Electors in July 2014 and served on the Executive Committee, Nominating Committee for Alumni Governor and Nominating Committee for the Executive Committee.
Candice actively volunteers in areas that support financial literacy and entrepreneurship through Junior Achievement, delivering financial literacy classroom instruction and acting as a judge for the Company Program competition and Enactus competitions, judging regional and national competitions to help identify the winning team to represent Canada in the world championships.
Candice graduated from the University of Toronto with a BA (Hons), specializing in Marketing. She received her Fellow of the Canadian Securities Institute (FCSI) designation and Chartered Investment Manager (CIM) designation, CFA Level 1, Master Financial Advisor – Philanthropy (MFA-P), Partner, Directors and Officers Course and ICD/Rotman Not For Profit Governance Essentials Program.
In 2016 she was awarded the WCM (Women in Capital Markets) Emerging Leaders Executive Coaching Award and in 2017 the University of Toronto's Desmond Parker Young Alumni Award of Excellence. She is a passionate golfer, traveler, foodie and yogi and enjoys the outdoors with her family and Golden Retriever, Sadie.