Legal & Compliance Team

Portrait of Jacqueline Hatherly, LLB

    Jacqueline Hatherly, LLB

    Chief Compliance Officer & Senior Legal Counsel

    Responsibilities: Legal & Compliance
    Career began: 1992
    At Greystone: 2012
    Previous experience: Chief Compliance Officer, Manulife Securities; Director, Compliance, Fidelity Investments Canada; Senior Manager, Compliance, TD Waterhouse Canada; Solicitor, Legal Department, TD Bank; Associate, Bennett Jones Verchere; Associate, Blake Cassels and Graydon
    Education: LLB and BA, University of New Brunswick; Chief Compliance Officers Course

    • Location: Regina
    Portrait of Brad Vance, LLB

      Brad Vance, LLB

      Senior Vice-President and Legal Counsel

      Responsibilities:  Legal
      Career began: 1999
      At Greystone: 2016
      Previous experience: MacPherson, Leslie & Tyerman LLP – held roles of Counsel, Partner, Associate Lawyer; Senior Vice-President & Legal Counsel, Greystone Managed Investments
      Education: LLB, University of Saskatchewan, College of Law; BA (Political Studies and Philosophy), University of Saskatchewan; Member of Law Society of Saskatchewan

      • Location: Regina
      Portrait of Charla Halstead, CPA, CA

        Charla Halstead, CPA, CA

        Vice-President

        Responsibilities: Compliance
        Career began: 1996
        At Greystone: 2008
        Previous experience: Associate Vice-President, Financial Policy, Concentra Financial; Sessional Lecturer, University of Regina, Faculty of Business Administration; Team Leader, Audit Services, Virtus Group LLP
        Education: B.Comm., University of Saskatchewan; Chartered Accountant

        • Location: Regina
        Portrait of Jared Hein, CPA, CA

          Jared Hein, CPA, CA

          Director

          Responsibilities: Compliance
          Career began: 2007
          At Greystone: 2011
          Previous experience: Financial Systems Analyst, Viterra Incorporated; External Auditor, Meyers Norris Penny
          Education: BBA, University of Regina; Chartered Accountant

          • Location: Regina
          Portrait of Mike Surkan

            Mike Surkan

            Manager

            Responsibilities: Compliance
            Career began: 2002
            At Greystone: 2013
            Previous experience: Sales & Retail Development Coordinator, Saskatchewan Lotteries; Reinsurance Claim Assessor, Canada Life; Data Claims Analyst, Canada Life – Health and Dental Group Operations
            Education: BBA, University of Regina; Canadian Securities Course; Conduct and Practices Handbook Course; Wealth Management Essentials; Advanced Investment Strategies

            • Location: Regina