Mr. Dennis E. MacPherson

Dennis E. MacPherson | Executive Vice President & C.O.O

Mr. MacPherson has 12 years experience in investment fund operations. He began his career with TD Bank Financial Group in 1995 supporting Greenline Investor Services (now TD Waterhouse Canada). After the TD acquisition of the third-party investment fund transfer agency business from Stardata (now CGI), he was requested in June 2000 to lead the business as Manager, Shareholder Services. In this role, he was responsible for all day-to-day operations of the transfer agency. In February 2002, the TD business was purchased by AGF Management Ltd., and Mr. MacPherson successfully transitioned over 100 employees and hundreds of business processes. With the migration complete in June 2002, he accepted the role of Director, Dealer Relations for Unisen Inc. (now owned by Citigroup) and had the opportunity to travel across Canada for several weeks of the year to meet, in person, with senior operations contacts at brokers and dealers having significant assets with AGF and other Unisen clients.

In September 2004, Mr. MacPherson returned to TD Bank to run the Client Transfer Services area, for all products and business lines of the Wealth Management Division. Through a management team of 14 and staff numbering 150, Mr. MacPherson worked to reduce cost and risk from the multi-million dollar budget under his responsibility. He then accepted a senior management role in Investment Fund Operations in April 2006, where he was responsible for transaction processing for all TD brokerage and retail distribution channels, and all TD Mutual Funds products.

Additionally, Mr. MacPherson has over the years been an industry leader in process improvement change as a Member or Chair of several Committees and Working Groups, and is currently an active Member of the FundSERV Standards Steering Committee (SSC), and the IDA FAS Mutual Fund Dealers Sub-Committee. He has also participated in several high-profile speaking engagements, including the annual IFIC Conference, and CCMA Information Sessions on Straight-Through Processing (STP). Mr. MacPherson was recruited to join Felcom Data Services Inc. in April 2007 as the Executive Vice President & Chief Operating Officer. He is responsible for the day-to-day operations, budgeting, and staffing.

Kevin S. Beatson | Ronald C. Landry | Dennis E. MacPherson | Paul Pedersen | David Bond
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FDS Executive Vice President & COO Dennis E. MacPherson is a long-standing Member of the FundSERV Standards Steering Committee (SSC). The SSC is established by the FundSERV Board of Directors to advise the Corporation on the strategic direction of workflow management, systems and related standards for business transactions that would benefit from standardization. The Committee utilizes an evaluation model to select, review and prioritize new initiatives. The SSC provides direction to the Electronics Standards Group (ESG), the Public Key Infrastructure (PKI) Policy Group, and the Mandatory Standards Committee. The SSC has the authority to establish working groups as circumstances dictate.

Additionally, Mr. MacPherson is a long-standing Member of the Investment Dealers Association (IDA) Financial Administrators Section (FAS) Mutual Fund Sub-Committee. The section deals with financial administration matters affecting Members.

Key Party Biographies | Kevin S. Beatson | Ronald C. Landry | Dennis E. MacPherson | Paul Pedersen | David Bond
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Kevin S. Beatson | Ronald C. Landry | Dennis E. MacPherson | Paul Pedersen | David Bond
...
Dennis E. MacPherson | Executive Vice President & Chief Operating Officer

Mr. MacPherson has experience in investment fund operations beginning in 1995. He began his career with TD Bank Financial Group supporting Greenline Investor Services (now TD Waterhouse Canada). After the TD acquisition of the third-party investment fund transfer agency business from Stardata (now CGI), he was requested in June 2000 to lead the business as Manager, Shareholder Services. In this role, he was responsible for all day-to-day operations of the transfer agency. In February 2002, the TD business was purchased by AGF Management Ltd., and Mr. MacPherson successfully transitioned over 100 employees and hundreds of business processes. With the migration complete in June 2002, he accepted the role of Director, Dealer Relations for Unisen Inc. (now owned by Citigroup) and had the opportunity to travel across Canada for several weeks of each year to meet, personally, with senior operations contacts at brokers and dealers.

In September 2004, Mr. MacPherson returned to TD Bank to run the Client Transfer Services area, for all products and business lines of the Wealth Management Division. Through a management team of 14 and a staff of 150, Mr. MacPherson worked to reduce cost and risk from the multi-million dollar budget under his responsibility. He then accepted a senior management role in Investment Fund Operations in April 2006, where he was responsible for transaction processing for all TD brokerage and retail distribution channels, and all TD Mutual Funds products.

Mr. MacPherson has been an industry leader in process improvement change as a Member or Chair of several Committees and Working Groups, and is currently an active Member of the FundSERV Standards Steering Committee (SSC) and the Investment Industry Regulatory Organization of Canada - Financial Administrators Section (IIROC-FAS) Mutual Fund Dealers Sub-Committee. He has also participated in several high-profile speaking engagements, including the annual IFIC Conference, and CCMA Information Sessions on Straight-Through Processing (STP). Mr. MacPherson was recruited by Felcom Data Services Inc. in April 2007 as the Executive Vice President & Chief Operating Officer, responsible for day-to-day operations, budgeting, and staffing.

Dennis E. MacPherson (Executive Vice President and Chief Operating Officer)

Mr. MacPherson has twelve (12) years experience in investment fund operations.He began his career with TD Bank Financial Group in 1995 supporting Greenline Investor Services (now TD Waterhouse Canada).After the TD acquisition of the third-party investment fund transfer agency business from Stardata (now CGI), he was requested in June 2000 to lead the business as Manager, Shareholder Services.In this role, he was responsible for all day-to-day operations of the transfer agency.In February 2002, the TD business was purchased by AGF Management Ltd., and Mr. MacPherson successfully transitioned over 100 employees and hundreds of business processes.With the migration complete in June 2002, he accepted the role of Director, Dealer Relations for Unisen Inc. (now owned by Citigroup) and had the opportunity to travel across Canada for several weeks of each year to meet, personally, with senior operations contacts at brokers and dealers with significant assets with AGF and other Unisen clients.

In September 2004, Mr. MacPherson returned to TD Bank to run the Client Transfer Services area, for all products and business lines of the Wealth Management Division.Through a management team of 14 and a staff of 150, Mr. MacPherson worked to reduce cost and risk from the multi-million dollar budget under his responsibility.He then accepted a senior management role in Investment Fund Operations in April 2006, where he was responsible for transaction processing for all TD brokerage and retail distribution channels, and all TD Mutual Funds products.

Mr. MacPherson has also been an industry leader in process improvement change as a Member or Chair of several Committees and Working Groups, and is currently an active Member of the FundSERV Standards Steering Committee (SSC) and the Investment Dealers Association - Financial Administrators Section (IDA-FAS) Mutual Fund Dealers Sub-Committee.He has also participated in several high-profile speaking engagements, including the annual IFIC Conference, and CCMA Information Sessions on Straight-Through Processing (STP).Mr. MacPherson was recruited by Felcom Data Services Inc. in April 2007 as the Executive Vice President & Chief Operating Officer, responsible for day-to-day operations, budgeting, and staffing.