Fostering sound principles

Banks and Trust Companies Association (BATCA), formerly the Trust Companies Association of Canada, represents both trust companies and banks operating in Canada. BATCA was incorporated under the Canada Corporations Act on January 21, 1986 and continued under the Canada Not-for-Profit Corporations Act on August 11, 2014. The Association offers a unique forum where member companies may be represented and participate in shaping the future of the financial services industry. In 1986 the original applicants were the CEOs of National Trust, Canada Permanent Trust, Guaranty Trust and Royal Trust.

Our Mandate

The mandate of Banks and Trust Companies Association is to:
Foster sound and equitable principles in the conduct of all phases of its members’ business.
Afford through meeting opportunities for consultation and co-operation in matters of interest and importance to its members.
Represent the interest of its members in consultation with governments, regulators, consumer groups and other associations and financial institutions and before the public at large.
Promote the interests and welfare of member companies and those they serve.
Gather research and distribute information of interest and value to members.

Foster

Foster sound and equitable principles in the conduct of all phases of the trust and bank industries.

Afford

Afford through meeting opportunities for consultation and co-operation in matters of interest and importance to banks and trust companies.

Represent

Represent the interests of the trust and bank industries in consultation with governments, regulators, consumer groups and other associations and financial institutions and before the public at large.

Promote

Promote the interests and welfare of member companies and those they serve.

Gather

Gather research and distribute information of interest and value to members.

Member Companies

Amity Trust
B2B Bank
Banque Laurentienne du Canada
Bridgewater Bank
Canadian Western Bank & Trust
CIBC Mellon Trust Company/CIBC Mellon Global Securities
Community Trust Company
Computershare
Concentra Trust
Digital Commerce Bank
DirectCash Bank
Equitable Bank
Fairstone Bank of Canada
First Nations Bank of Canada/FNB Trust
General Bank of Canada
Haventree Bank

Home Trust Company
Industrial Alliance Trust Inc.
Investors Group Trust Co. Ltd.
Manulife Bank
MCAN Mortgage Corporation
motusbank
Olympia Transfer Services Inc.
Peace Hills Trust Company
Peoples Trust Company
RFA Bank of Canada
Sun Life Financial Trust Inc.
The Effort Trust Company
The Northern Trust Company, Canada
TSX Trust
Valiant Trust Company (A Division of Computershare Limited)
VersaBank

Board of Directors

ANDREW MOOR

EQUITABLE BANK

Andrew Moor has been President and CEO of Equitable Bank and its digital banking business, EQ Bank, since March 2007. Equitable Bank is a Canadian Schedule 1 Bank. The Bank is wholly-owned by EQB Inc. which is listed on the Toronto Stock Exchange (EQB).

Andrew joined CIBC/Wood Gundy in 1987 and worked in the Corporate Finance and Private Equity business until 1996. Subsequently, he was President of SMED International and Invis Inc.

Andrew holds an MBA from the University of British Columbia and a B.Sc (Eng.) from University College London. He is a member of the Institute of Corporate Directors. Andrew is a Chairman of Banks and Trust Companies Association and a member of the Executive Committee of the Canadian Bankers Association. He is a director of Sleep Country Canada.

FERN GLOWINSKY

HAVENTREE BANK

Fern Glowinsky is President and Chief Executive Officer of Haventree Bank, a private Canadian Schedule 1 Bank specializing in alternative mortgage solutions and GIC deposits.

Fern joined Haventree Bank as President and CEO in February 2023, having served on the Board of Haventree Bank for almost two years prior. During her 20+ years of experience as a leader in financial services organizations and high-growth fintech companies, Fern has successfully leveraged growth opportunities and created exceptional value. Throughout her career, Fern has demonstrated the ability to unite teams around a common vision, lead successful digital transformations and develop strong and lasting partnerships.

Prior to Haventree Bank, Fern was the President and CEO of Merrco Payments which she built into a market-leading payments company in the cannabis sector. Before that, she led companies in the non-prime lending sector and spent 15 years as a senior executive at Moneris, a joint venture of RBC and BMO.

Fern holds an MBA/JD degree from Schulich and Osgoode, has a BA in Economics from Western and is a graduate of the Directors Education Program with the ICD.D designation. In addition to continuing to sit on the Haventree Bank Board, she is Chair of the Merrco Payments Board, a Trustee of the A&W Revenue Royalties Fund and sits on the Board of Baycrest Foundation.

ERIC WEISZ

THE EFFORT TRUST COMPANY

Eric Weisz is the President & CEO of The Effort Trust Company and serves on its Board of Directors. Founded in Hamilton in 1978 and expanded by Eric to Toronto in 2004, Effort Trust specializes in financial services, real estate and asset management.

Prior to joining Effort Trust, Eric managed the Licensing and International Business Group at the National Hockey League Players’ Association (NHLPA). A lawyer by profession, Eric also practiced securities and corporate law at Goodmans in Toronto. He received his B.A. from the University of Western Ontario and his M.B.A./LL.B. from the Schulich School of Business and Osgoode Hall Law School.

Eric is a member of the Young Presidents’ Association (YPO) and a member of the Board of Directors of the Friends of Simon Wiesenthal Center.

JOHN LANDRY

PEOPLES TRUST COMPANY / PEOPLES GROUP

John Landry is the President and Chief Executive Officer of Peoples Group and serves on its Board of Directors. Peoples Group, established in1985, provides a tailored suite of financial solutions and delivers world-class customer interactions. They are an entrepreneurial organization and a trusted partner of many fintechs, with a proven track record of giving them the tools and guidance to realize their success.

John has 28 years of international financial services leadership experience with a focus on leading Banking business lines in the US, Canadian and Australasian markets with significant European exposure, most recently as Transaction Banking Country Head for Citibank Canada for the last 14 years. In his 24 years with Citibank, John also held leadership positions as CEO of Citibank Fund Services, CTO of CitiCapital, Transaction Banking Product Head of Citibank Australia, and Global Product Development Head of WorldLink Payments. John started his career in mortgage and card operations before joining GE Capital in card services.

In addition to his professional acumen, John has strong business line management experience with direct responsibilities for regulatory relationships, risk management, balance sheet management and new product development with almost three decades of expertise in related industries. He also shares his long-time passion of fostering engagement within the community and has continuously served in leadership and Board of Director roles with Payments Canada, DAREarts, United Way (US, Australia, and Canada), Boy Scouts, and was the founding Executive Sponsor for the Black Heritage Network at Citibank Canada.

SCOTT WOOD

FAIRSTONE BANK OF CANADA AND FAIRSTONE FINANCIAL INC.

Scott Wood is the President and Chief Executive Officer of Fairstone Bank of Canada. He is responsible for setting the strategic direction, driving sustainable growth, overseeing financial and operational performance and fostering a customer-focused culture to ensure the company’s long-term success.

Scott is a seasoned executive with extensive experience in financial services and a proven track record in operational excellence. He spent 25 years in leadership roles at Citigroup, beginning his career in 1991 in a management development program and rising through increasingly senior roles across Citigroup's U.S. operations. In 2001, Scott was promoted to Managing Director of CitiFinancial Canada, where he played a pivotal role in integrating a major Canadian consumer finance acquisition. Named President of CitiFinancial Canada in 2005, he led the company through significant growth and successfully navigated the global financial crisis. In 2015, as President and CEO, Scott spearheaded the business’s separation from its U.S. counterpart, OneMain Financial.

In 2017, Scott played a key role in the sale of the company to a private equity consortium, overseeing a complex carve-out that established Fairstone Financial Inc. He led the design and execution of a progressive value creation plan that generated substantial shareholder value. Later, Scott managed a dual-track monetization process, resulting in Fairstone’s acquisition by Fairstone Bank of Canada (formerly Duo Bank of Canada). He then spearheaded the company’s long-term growth strategy, achieving consistent revenue and earnings growth, completing strategic acquisitions and implementing technologies to enhance scale and efficiency. In 2024, Scott was instrumental in the strategic merger between Home Trust Company and Fairstone Bank of Canada, creating Canada’s leading alternative bank.

As a strong advocate of corporate community engagement, Scott champions Fairstone’s involvement in events and initiatives that promote financial literacy and support local communities across Canada, including partnerships with JA Canada and United Way.

Scott also serves as a member of the Board of Directors of Fairstone Bank and was previously Chairman of the Association of Canadian Financial Companies.

Contact

Address

25 Ontario Street
Suite 2200
Toronto, Ontario
M5A 0Y9

Attention to: Secretary, Banks and Trust Companies Association

Tel:

1-866-407-0004
416-515-7000

Fax:

1-866-407-5859
416-515-7001