Glenn A. LaCostePresident & CEO Surviscor Group of Companies
Glenn founded the Surviscor research and analysis division in 2006 after managing Gomez Canada and WatchFire GomezPro and is considered a leading spokesperson and analyst in digital banking and self-direct brokerage in Canada. Glenn is a regular television guest on the Business News Network (BNN) providing professional insight on the self-direct brokerage industry, wealth and digital banking segments and is often quoted in Canadian financial services articles. Glenn serves as a juror in selection of the best online brokerage firm for the Canadian Investment Awards and provides the main research for MoneySense Magazine's annual discount brokerage awards.
Glenn has over 20 years of experience in financial services and has been actively involved in scorecarding reviews since 2003. Glenn has held executive positions at CT Securities and Datek Canada (formerly Ameritrade Canada) after starting his career at TD GreenLine.
Peter BoettcherChief Technology Officer Surviscor Group of Companies
Peter is an original Surviscor contributor and was instrumental in the foundation and early roots of the group of companies. Peter is an accomplished Web and Application Architect and oversees the Surviscor Group of Companies database and website content and functionality. Mr. Boettcher was instrumental in building the Surviscor online client database scorView™ and the internal administration site, providing Surviscor with a fresh perspective on website design and functionality.
Peter brings over 20 years of experience developing web solutions for clients such as American Express Canada and HBC and is actively involved in website design, strategy and hosting consulting for various Surviscor properties.
Howard LeeVP, Strategy and Business Development Surviscor Group of Companies
Howard joined the team in a consulting capacity in the fall of 2018. Howard has more than 20 years experience in the financial services sector with experience spanning front office, technology, operations, risk and consulting since starting at TD GreenLine Investor Services. His blend of strategic thought and operational execution has led to many successful initiatives to overcome the challenges from competition, demographics and regulatory changes that beset the Financial Services industry. He has held senior management roles at TD Wealth and the Royal Bank of Canada.
Nancy HepburnService Experience Analyst Surviscor
Nancy is an original Surviscor analyst with over 10 years of customer service monitoring experience. Nancy is responsible for the Surviscor Service Level Assessmnet program, including the Service level Index (SLI) mystery shopping program, which allows Nancy to have the most comprehensive 'pulse' for the level of service provided at Canada's leading financial service firms. Nancy's prior background includes administrative support for several community-based companies in the Greater Toronto Area.
Toni TaylorContributing Financial Services Analyst US Digital Banking Industry
Robert Webber, CFAContributing Financial Services Analyst US Digital Brokerage Industry
Rob is based in Palm Beach Gardens, Florida and provides US digital brokerageinsight and strategy for Surviscor. Prior to his move to the US, Rob's career experience spanned over 23 year within the National Bank of Canada including positions as an institutional money market salesman, a proprietary equity trader and a money market trader at Levesque Beaubien Geoffrion. He earned his CFA designation while also representing the firm for a decade on the prestigious Money Market Primary Dealer Committee.
Donald J. RolfeExecutive Contributor to the Business
Don was instrumental in the growth of the Canadian scorecarding industry in the early 2000's when he started Gomez Canada. Don handed over the Gomez Canada reigns to Glenn LaCoste in 2003 and his vision at Gomez became an inspiration in the formation of Surviscor.
Don served as the Chief Executive Officer and President of Central 1 Credit Union from 2008 to 2013 prior to his position as President and chief executive officer of Credential Financial Inc. and The Ethical Funds Company. Don has also held senior positions with CIBC, Royal Trust and Royal Bank of Canada over a span of some 25 years.
Marty ReaumeExecutive Contributor to the Business
Marty is a seasoned HR professional with more than 25 years of experience in Human Resources. Marty has held many senior executive positions, including Chief People Officer at Fitbit Inc. and NetSuite, overseeing the company's global HR programs and spearheaded a number of key HR initiatives, successfully built a global team of HR professionals and developed and streamlined the company's HR processes and policies. Previously, she was the Director of Human Resources for Royal & Sun Alliance (RSA), one of the leading global multi-insurance groups, a Senior Manager, HR for CT Securities, and a Compensation Consultant for National Trust.
Joe Pavao, MBAExecutive Contributor to the Business
Joe has been a contributing member to the Surviscor business since 2006. Joe was instrumental in the development of Surviscor's initial Service Level Assessment program and provides ongoing subject matter expertise to the Canadian and US digital brokerage industry.
Joe has more than 20 years of senior-level experience focused on leadership, business operations, and strategy development and execution after beginning his career at TD GreenLine. Joe has held senior executive roles with various companies, including Solium Financial, CT Securities, E*Trade Canada and Sun Life Securities.