William Oates

Board Endorsed

I have worked for many years in financial services and have always been a big supporter of the Credit Union movement. I would like to try and help build a local credit union. I have been a member of FirstOntario for a number of years and always been impressed by the organization as being well run member of our community.

What can you specifically contribute to the Board?

• 40 years’ experience in financial services industry worked as the chief financial officer of a securities dealer for over 10 years, including preparing disaster and recovery plans
• Consulted on information technology projects in the industry
• Worked on several Contracts with the Ontario investment dealer regulator IIROC
• As a volunteer I worked with several First Nations establishing proper governance procedures

Educational and Professional Designations

• B. Sc. (Physics) University of Toronto 1971
• Chartered Accountant Ontario 1977
• MA (Philosophy) McMaster University 2003

Work Experience

• 1973-1983 Clarkson Gordon Chartered Accountants, staff accountant, manager
• 1983-1986 Walwyn Stodgell, Vice President Operations
• 1986-1994 Burns Fry/Bank of Montreal, Vice President Money Market
• 1994-2001 Dialogos Consultants, Principal
• 2001-2013 e3m Investments, Chief Financial Officer
• 2013 worked as a volunteer advisor to a credit union in Georgetown Guyana, reviewing policies and IT strategy

Board and Committee Experience

• Director, Gregorian Institute of Canada 2004-2019