guided with experience

Gord has over 30 years financial services experience with his last role as President of Cidel Trust Company, a national trust company and asset management firm. Other senior roles with CIBC and RBC included senior leadership, corporate strategy, corporate services, governance, sales management, investment management, fiduciary services, philanthropic planning, cross border structuring, risk management and training and development.

As President of Cidel Trust, Gord lead the creation of a national trust company, was responsible for institutional asset management for Western Canada and also created a national indigenous strategy as well as building out strategic relationships with ATB and Richardson GMP. At RBC, Gord’s last role was Joint Head of the Caribbean (Barbados, Cayman and the Bahamas) for RBC International Wealth Management responsible for discretionary asset management, RBC Dominion Securities, global custody, captive insurance, and fund administration, as well as trust and corporate services based out of Barbados.

Gord serves on several for profit and not for profit boards and is a Chartered Financial Analyst (CFA), Trust and Estate Practitioner (TEP), Family Enterprise Advisor (FEA), and Corporate Director (ICD.D).

Gord is the Founder and CEO of Anchor Wealth Advisory, a consulting firm that focuses on governance and strategy for successful families. Gord also has a deep passion for Indigenous Economic Development.

After 25 years in the financial services industry, Mark retired from the wealth management industry in December 2018. Prior to that he had worked as a Partner, Director Wealth Management and Portfolio Manager with Richardson GMP Ltd. and was First Vice President with a major bank-owned brokerage firm for more than a decade. He and his brother Scott were business partners for more than 21 years.

Outside of his vocation, Mark served on the Board of Governors at the University of Calgary and was Vice Chair of the Investment Committee and member of the Executive Committee. Mark is a passionate Rotarian and became one of the youngest District Governors in 2008/09 in the Rotary world when he served District 5360, representing Southern Alberta and Western Saskatchewan.

Mark recently completed a 4-year term as a Director of the Paralympic Foundation of Canada and currently sits on both the Calgary Rotary Clubs Foundation and the Dean’s Advisory Board at the Cumming School of Medicine. In April 2013, Mark and his wife Jennifer formed The Starratt Family Foundation to advance neuromuscular disease education and research and to help improve accessibility for those with disabilities. Mark serves on several private company boards and leads a Single Family Office based in Alberta.

Josh has over a decade of experience managing research projects and teams in the healthcare space including technology commercialization, patient registries, and investigator networks. He also has experience with platform development and implementation in healthcare settings and brings a unique expertise in the psychological aspects such as usability analyses, technology adoption, and attrition mitigation. He has provided strategic positioning consulting to technology companies and has participated as an officer in multiple start-up companies.

Lawrence is a clinician investigator at the University of Calgary where he conducts research in registry best practices at the Korngut Registry Science Lab. He led the development of the Canadian Neuromuscular Disease Registry which includes 31 participating clinics across Canada which has successfully recruited over 4500 patients across four disease sub registries. Recognizing the challenges of designing, implementing and operating registries in various disease groups he has focused much of his academic research on optimizing registry methodology for successful “real-world evidence” outcomes. He has published extensively on the science of registries including leading the Canadian Neurological Registry Best Practice Guidelines. He has also provided guidance and support for the development of registries and their integration into Health Communities, clinical trial programs and post-marketing studies since 2009.