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I have gained a unique combination of experience and skills by holding positions as a leader in the banking industry, an adjudicator for a tribunals, and as a director on several boards. These positions have taught me to be resourceful and efficient at problem solving and managing relationships with staff and clients. I have overcome complex challenges by making decisions using sound judgement, a strong work ethic, and integrity.

In banking, I have had the opportunity to work in several business groups during my career including commercial banking, retail banking, investment management, and sub-prime finance. I have worked directly as an advisor to First Nations Bands for their on-reserve housing and economic development companies.

As an adjudicator I have learned to make impartial, prompt, and well reasoned decisions according to statutory criteria. I have become a skilled communicator with appeal participants both at the hearing and in my written decisions using clear language to ensure that the panel’s reasons are easily understood. I have furthered my skills by attending decision writing and hearing skills workshops to continually improve my abilities.

Banking Experience


July 2016Current

Branch Manager

  • General Manager of all aspects of the branch including customer service, high value segment, consumer lending, and investments.
  • Successful at creating a positive work atmosphere where staff where staff are motivated to exceed branch targets. 
  • Successful at leading a team of junior and new-to-the-bank staff by maintaining close involvement in their development and training. 

BMO Bank of Montreal

2010Jun 2014

Commercial Manager

  • Managed a diverse portfolio of clients made up of small to mid-market accounts.
  • Successfully completed programme for qualification as a designated commercial real estate lender.
  • Experienced in cash management products and services.
  • Maintained and grew portfolio by adding profitable new clients while maintaining credit quality through ongoing risk management assessment.
  • Maintained both retail and commercial unilateral discretionary lending limit as well as interest rate discretion.

BMO Bank of Montreal 


Branch Manager

  • Responsible for branch results as well as staff development including weekly individual coaching meetings with staff to ensure both their business and career objectives are met.
  • Maintained unilateral discretionary lending limits as well as being qualified as a Branch Compliance Officer for mutual funds.
  • Appointed acting Area Manager periodically during Area Manager absences.
  • Organized regional meetings, staff training sessions and made hiring decisions for new branches.
  • Achievements include having branch rank in the top 5 nationally in customer satisfaction, personal rating of “Exceptional” on year-end review, selected to assist under-performing branches.
  • Received Business Excellence Award from City of Chilliwack and The Chilliwack Chamber of Commerce.

HSBC Finance


Branch Manager

  • Responsible for a team of staff to grow and maintain a portfolio of sub-prime mortgage and unsecured lending products.
  • Acted as a point of contact for the auto dealerships and mortgage brokers submitting their applications.
  • Successfully managed the branch’s net interest income, loan delinquency, audit compliance, and financial growth.

Adjudicator Experience 

Employment And Assistance Appeal Tribunal

2008Present (part-time)


  • Act as a panel chair (or panel member) to hear appeals of the Employment and Assistance Act, Employment and Assistance for Persons with disabilities Act, and the Child Care Subsidy act.
  • Conduct hearing to understand why an appellant feels the ministry decision was unreasonable then write a detailed decision explaining the panel’s finding and reasons.

Property and Assessment Appeal Board

Feb 2014Present (part-time)


  • Quasi-judicial administrative tribunal hearing appeals of BC Assessment Authorities’ property assessments.
  • Appeals of actual value, property classification, assessment equity, and property qualification for exemption from taxation. 
  • The Board is independent of both the Property Assessment Review Panel and The BC Assessment Authority.
  • Hearings are held in person and by way of written submissions.

Board Director Experience

BC Council of Administrative Tribunals


Board Member

As a board member I take part guiding the council in its mandate to help members of the administrative tribunal community improve their skills. The Council provides educational programs recognized by the BC Law Society and targeted to administrative justice professionals.

Chilliwack Chamber of Commerce



I am the Past President and former Board Member of the Chilliwack Chamber of Commerce where I advocated for business in Chilliwack. I had the opportunity to speak at public functions and participate in networking events in the region. I have participated in governance workshops and am confident in assisting new directors and administrators on the procedures of board governance and rules of order. 

City of Chilliwack Transportation Advisory Committee


Board Member 

As one of the City’s 6 advisory committees, the TAC has a mandate to study transportation related issues and make recommendations to the Mayor and Council. Our committee heard from experts such as engineers, city planning consultant’s, community groups, and City department administrators to research ways to improve roads, transit, and cycling infrastructure in Chilliwack.

Chilliwack Economic Partners Corp.


Board Member

CEPCO’s mandate is to foster and support economic growth in Chilliwack. This is achieved by assisting businesses t find suitable land for their commercial operations, aid in employee attraction and retention, and aid local businesses in obtaining government program funding. CEPCO works closely with local, Provincial, and First Nations governments to make land use decisions in the best interest of stakeholders.


  • Public presentations and speaking
  • Regulatory compliance (BCO qualified)
  • Commercial & Personal lending
  • Secured and Unsecured lending
  • Portfolio and relationship management
  • Risk assessment and management
  • Leading, hiring, and coaching staff
  • Conducting hearings for administrative tribunals
  • Networking and influencing external partners
  • French language basic proficiency
  • Financial and credit analysis
  • Interpersonal communication
  • Client satisfaction and service


University of the Fraser Valley — Business and Liberal Arts (Attended 1993-1997 as well as part-time in 2005-2010)


Marilyn McNamara | Chair, Employment and Assistance Appeal Tribunal

  • 250-356-6374

Stuart MacFarland | Vice President Commercial Banking, BMO