TCS Foundation

In 2006, after careful deliberation, the Trinity College School Governing Body determined that the establishment of a foundation, which would be responsible for the School’s endowment fund, would be in the overall best interests of the School. As a result, an application was made to formally create a charitable organization called the Trinity College School Foundation.

In January 2007, the trustees of Trinity College School led the next step in this initiative with the election of 12 individuals to the position of foundation director. The foundation board is comprised of alumni and parents who are long-time supporters of the School and have board and committee experience.

Foundation Board of Directors 2016 – 2017

After graduating from Trinity College School in 1966, Jim attended Princeton University where he obtained his degree in engineering science and played on Princeton’s varsity ice hockey team. He then went on to obtain his M.B.A. from the Wharton School, University of Pennsylvania.

Jim’s professional career began in the general management consulting business in New York. After seven years of constant travel, Jim joined Champion International, the major U.S. paper and wood products producer, and owner of Weldwood of Canada, where he became vice president, planning, of their wood products operations. In 1981 he joined Combustion Engineering, a major industrial manufacturing firm headquartered in Stamford, Connecticut, as its first corporate vice president for strategic development. Two years later he became president and chief operating officer of CE’s process engineering operations. In late 1987 he formed his own privately held merchant banking operation, named Trinity Capital Corporation. In 1992 Jim joined one of Trinity’s holdings, Memry Corporation, where he remained for the next 14 years, building this start-up technology company into one of the leading medical device component manufacturers in the U.S. He retired from Memry in January 2006, and in February 2007 became a managing director and senior operating partner with Lincolnshire Management, Inc., a leading private equity firm headquartered in New York City.

Jim started his post-graduation involvement with TCS in 1974, when he became an officer of the TCS Fund Inc., the School’s American fundraising arm, which he later led for a decade. Jim became head of the investment committee of the TCS Board of Governors in 1991. In 2000 Jim was elected vice chair of the TCS board. Jim has been a member of the governance committee since its inception, and was also a participant in the School’s strategic planning workshop in the fall of 2006. Jim also serves on the investment committee of the Foundation.

In his spare time, Jim is now Commodore of the Cruising Club of America, races bi-annually to Bermuda aboard his new 38-foot sailboat, plays every game he can think of, and joins his wife Suzie for terrific trips around the world.

After graduating from Trinity College School in 1963, Chris received his Bachelor of Arts from Queen’s University in 1967. He received his ICD.D designation from the Institute of Corporate Directors in 2007.

Chris entered the securities industry in 1973 following five years with IBM Canada. He began in institutional sales with Cochran Murray, a predecessor firm of Merrill Lynch Canada. Later firms included Nesbitt Thomson and Bunting Warburg. In 1993 he left Bunting Warburg to join Toronto Dominion Securities Inc. as Managing Director, Institutional Equities and Structured Finance. In August 1999 he moved into the income products and proprietary trading, running trading desks in Toronto and New York.

From 2005 until 2010 he was with Kensington Capital Partners Limited, a private equity firm, where he was chief investment and chief compliance officer of the investment counsel subsidiaries. Chris served as a member of the TCS Board of Governors from 1999 to 2003, and was member of TCS Fund and information technology committees of the board. He is currently a member of the TCS board’s finance committee and chairs the investment committee of the TCS Foundation.

He spends his winters in Naples Florida where he is Director and Treasurer of Wyndemere Country Club.

Tom is a graduate of Trinity College School (1973) and Trinity College, University of Toronto. A chartered accountant, he retired as partner of PricewaterhouseCoopers in Bermuda in June, 2012. He is currently a member of the board of directors of CPA Canada and chair of the Bank of Bermuda Foundation, and also chairs their respective audit committees. His civic involvement has also included chairing of one of six committees of the 2013 Bermuda Government SAGE Commission, which was tasked with examining the efficiency and effectiveness of government spending in Bermuda, chairing the legislation committee of the Bermuda International Business Association, as well as serving on a number of Institute of Chartered Accountants of Bermuda standing committees and chairing the institute’s council from 2006-2008. He has also served on the Council Partners Charitable Trust, the Salvation Army advisory board and the Bermuda Hospitals Board, and has chaired the Bermuda Zoological Society’s capital campaign and the board of directors of the Bermuda Conservatory of Music.

Tom was elected as trustee of Trinity College School in 2005.

After graduating from Trinity College School in 1988, Kevin earned a bachelor of commerce degree at Dalhousie University, he has completed CFA Level 2, Harvard University High Potentials Leadership Education and a Future Commerce: FinTech Certificate from MIT.

Kevin had a long Capital Markets career as a Managing Director at Scotiabank from 1995 - 2016, where he held several positions, including: head corporate bond trader, head of credit trading, head of debt syndication & private placements, global head of sales & research, and as a member of the fixed income underwriting committee. Kevin is currently exploring opportunities in Financial Technology and Real Asset Investments.

Kevin’s volunteer activities have included being a past chairman of the Toronto Bond Traders Association and a member of the board of directors of Candeal and CanPX. He is currently a member of the TCS Foundation Investment Committee, and the TCS Foundation Board. Kevin is a Trustee of the Havergal Foundation Board. Kevin’s fundraising efforts have supported the United Way, Hospital for Sick Children, and the Heart & Stroke Foundation.

Kevin and his wife Beth live in Toronto with their two children, Jack and Grace.

Charyl is a strategic and visionary leader who heads BMO Nesbitt Burns, Private Client Division (PCD). PCD is BMO Financial Group’s full-service investing line of business which manages over $138 billion in client assets through a sales force of 1,300 investment advisors and a total employee base of 2,470. Since 2011, Charyl has led several large-scale change initiatives within PCD that have resulted in substantial client loyalty increases, revenue gains, enhanced employee engagement and greater workforce diversity and inclusion. As the executive sponsor of W.I.S.E Canada, Charyl is an advocate for the support and advancement of women at BMO Financial Group.

Charyl has a rich background in financial services. Joining Bank of Montreal in 1979 and spending her first seven years with the retail & corporate and government banking groups, Charyl moved to Burns Fry in 1986 where she embarked upon a series of operations roles. In 2000, Charyl was appointed senior vice president and managing director, head of national operations, BMO Nesbitt Burns Private Client Group. In 2006, Charyl was appointed as chief operating officer for PCD. In that role, she oversaw all operational and administrative functions and shared responsibility for developing and executing the overall strategy for full-service investing. Since 2007, she has acted as president of BMO Nesbitt Burns Financial Services Inc. She serves as director of BMO Nesbitt Burns Inc., BMO InvestorLine, BMO Insurance, BMO Trust Co. and BMO Nesbitt Burns Financial Services Inc.

In addition to sitting on a number of internal boards, Charyl also serves as the chair of the Lakeridge Health Foundation and as a trustee of the Lakeridge Health Corporation. She previously served as a governor for Trinity College School and was recently appointed a trustee. Charyl is a director of the Investment Industry Association of Canada (IIAC), and has also served as a director for the Canadian Depository for Securities. Charyl is a fellow of the Institute of Canadian Bankers and has received the ICD.D certification from the Institute of Corporate Directors. Charyl is a graduate of the advanced management program at the Harvard Business School. She was named one of Canada’s “Top 100 Most Powerful Women of 2014” by the Women’s Executive Network (WXN).

After growing up in Wingham, Ontario, Sally graduated from Queen’s University in Kingston and moved to Toronto. She had a brief career at the Royal Bank of Canada and then chose to stay home to raise her three girls, Sarah ’02, Karen ’05 and Anna ’07.   Sally and her husband Ed have lived in Oakville for thirty years and during that time Sally has volunteered in many capacities, especially in church and schools. For more than fourteen years, Sally has been a regular peer support and front desk volunteer at Wellspring, a cancer support centre in Oakville.

Sally served as a governor of the TCS board from 2002 to 2009. During this time she was a member of the infrastructure committee, governance committee, nominating sub-committee and participated on the ad hoc graduation committee for the 2006 and 2007 graduation dinners. She was the secretary of the Toronto chapter of the TCS Parents’ Guild prior to the amalgamation of the guild’s two chapters.

Sally is a parent of three TCS graduates and her family has a long history with the School, as both her father and her brother are alumni.

Brian graduated from Trinity College School in 1978, and Trinity College, University of Toronto (Bachelor of Arts) in 1983, followed by the Canadian Institute of Chartered Accountants in 1985. In 1983 Brian joined the audit practice of Touche Ross & Co. (now Deloitte & Touche). In 1988, he moved to Brookfield Asset Management Inc. where he is currently senior managing partner and chief financial officer.

Brian served as a member of the TCS Board of Governors from 1998 to 2003. He is currently a member of the Governing Council of the University of Toronto and a Director of Community Food Centres Canada.

Brian and his wife, Joannah, live in Toronto and have three children, Tristan, Alexander and Gillian.

An alumnus of TCS, Peter is an accomplished independent film producer whose movies have won 19 Genie Awards. In 1969, Peter graduated from Boston’s Emerson College, having also attended the University of Toronto. His producing career began in the 1970s with the low-budget comedies Me, Love at First Sight and the international cult classic Outrageous! In 1977, he founded Independent Pictures Inc. and produced The Grey Fox and My American Cousin, with both films winning Genie Awards for best motion picture (in 1983 and 1986, respectively.) In 1984, The Grey Fox was nominated for a Golden Globe Award as best foreign film. In 2003, Peter made his directorial debut with the film Hollywood North.

Peter is a founding board member of the Canadian Film Centre, where he also served as executive director, producer-in-residence and executive producer of the feature film program. In 2014, Peter was reappointed as the chair of TVO’s board of directors for a fifth term. He has also served on the board of the Toronto International Film Festival and the Academy of Canadian Film and Television.

In 2012, Peter was awarded the Queen Elizabeth II Diamond Jubilee Medal, and in 2013, he was honoured with the Directors Guild of Canada’s Honourary Life Member Award.

Maria is president of M.E. Phipps & Associates Inc., an information and knowledge management consultancy which she founded in 1980. For the past 33 years her firm has provided information management solutions to corporations and organizations across Canada.

Maria graduated from Lakehead University in 1970, University of Guelph in 1978 (psychology), and holds a Masters of Information and Library Science (1979) from the University of Western Ontario.

Maria’s personal involvement with Trinity College School started in 1993 when her son, Geoff ’98, attended the School, following in the footsteps of his father, David ’62, as well as his grandfather and great uncle, both of whom graduated in the early 1920s. The attendance of her daughter, Elizabeth ’03, at the School ensured further commitment.

During the last 22 years she has served on the TCS Board of Governors twice, served on the campus concepts committee, the library & archives renovation task force and the headmaster’s search committee. She continues to serve on the School’s infrastructure committee and IT sub-committee, was appointed a trustee in the fall of 2005, and was involved in the School’s strategic planning workshop in 2006. Maria is the chair of the School’s 150th history book committee and is also chair of the governance committee of the TCS Foundation.

Maria has served twice on the board of governors of St. John’s-Kilmarnock School. She is entering her seventh year as a member of the board of governors of Lakehead University where she is chair of the external relations committee.

Maria and her husband David ’62 reside in Aberfoyle and their two children reside in Toronto with their spouses.

Tim is currently chairman, Brookfield Funds, Brookfield Asset Management Inc., having served previously as chairman of the board of directors or chief executive of a number of Brookfield’s predecessor companies. Tim received his B.A. in 1964 from the University of Victoria and his C.A. in Quebec in 1969.

Tim has had over 35 years of management experience with the Brookfield Group of companies. He is a member of the board of directors of Canadian Tire Corporation and Fairfax Financial Holdings Inc.

In the community, Tim serves on the boards of the Stephen Leacock Foundation for Children, the St. Michael’s Hospital Foundation, the Dean’s Advisory Board at the Schulich School of Business, Branksome Hall Foundation and the Brookfield Partners Foundation.

Derek is a graduate of Trinity College School (1972) and Trinity College, University of Toronto (B.Comm.). He has a Masters Professional Director Certification from the American College of Corporate Directors. A Chartered Professional Accountant and a Certified Public Accountant (Massachusetts), Derek is managing director of DAS Financial Management Advisory Services, LLC, a financial management advisory firm based in Beverly Farms, Massachusetts.

Derek started his post-graduation involvement with TCS in 1984, when he became an officer of Trinity College School Fund Inc., the School’s American fundraising arm. He has been president of the TCS Fund Inc. since 1992. He was elected a governor of the School in 1992 and a life governor in 2001. In 2005, Derek was elected as a trustee of the School. In 2007, he was appointed treasurer of the Trinity College School Foundation.

A soccer enthusiast, Derek is treasurer of the Massachusetts Youth Soccer Association, serving 218,000 young people in Massachusetts; and a United States Soccer Federation referee. He is president of the Wenham Historical Association & Museum, Inc. He is also chair of the audit committee of the Essex County Community Foundation.

Derek, his wife Rebecca and their son Alastair reside in Beverly Farms, Massachusetts.

Brian Westlake is a partner emeritus in the Toronto office of Blake, Cassels & Graydon LLP, where he has spent his legal career in the practice of business law. Brian has served as a director of various Canadian corporations and as a volunteer with a number of charitable organizations. Brian and his wife Joyce are parents of two TCS graduates: Andrew ’95, in whose memory the Andrew Westlake Scholarship is awarded on Speech Day, and Michael ’98.

Brian’s volunteer activities have included being a past governor and current trustee of Trinity College School, a current director and secretary of the TCS Foundation and a member of the governance committees of the School and the TCS Foundation. He is a member and past president of the Rotary Club of Toronto and its charitable foundation. He has recently served on the national board of MADD Canada and continues to serve on its finance committee. He sits on the board of the Graham Munro Charitable Foundation and is a member of session and chair of the Board of Trustees of Armour Heights Presbyterian Church.

Brian and Joyce were both awarded the Queen’s Diamond Jubilee Medal for their volunteer work with MADD Canada.