Paul Bates

Professor and Management Speaker

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Paul Bates is a Chartered Professional Accountant (FCPA), Fellow of the Society of Management Accountants (FCMA) and Certified Management Consultant (CMC). Paul also holds numerous investment dealer related qualifications both in Canada and the United States. Paul's career has spanned: senior academic administration; business and divinity school lecturing; investor advocacy; capital markets regulation; corporate and not-for-profit governance (public & private); investment dealer executive leadership with P&L accountability; expert witness and international consulting in the financial services sector, in the areas of compliance and product development and, more recently executive coaching and advisory services. An experienced director, Paul has been a director on over twenty, corporate, regulatory and non-profit boards.

He is currently serving as Assistant Professor of Leadership and Advancement Advisor at McMaster Divinity College, and a Cardus Senior Fellow. This follows two years as Special Advisor to the President of the University, and following almost seven years as Dean at the DeGroote School of Business.

As a former Adjunct Professor at the University of Toronto's Rotman School of Management, he was awarded an Outstanding Teacher Award in 2003 and again in 2004. Bates recently completed a second edition of his best-selling book, Sales Force Management in the Financial Services. His new book, What I have Learned So Far and How it Can Help You, co-authored with Al Emid, is also a best-seller. Both books have made it to the GlobeAdvisor top ten books for business list.

Following service on the boards of the Toronto Stock Exchange and the Canadian Investment Dealers Association, in 2003 Bates was appointed as a part-time commissioner to the Ontario Securities Commission. He also chaired the Investor Education Fund and served as a member of the OSC's Investor Advisory Panel. Paul is Chair of the Board of Verity International in Toronto and is a member of the Royal Bank's Global Asset Management Board of Governors. He serves as a Director of Evangel Hall Mission in Toronto and is a board member at Liberty for Youth in Hamilton.

Paul has held the president's office at four major brokerage and investment firms, most recently at the helm of Charles Schwab Canada (later acquired by Bank of Nova Scotia). His experience includes executive management in established firms and also successful "de novo" start-ups.

In 2000, he was chosen as the Most Influential Broker of the Year by Investment Executive Magazine. In 2002, Bates was awarded the Queen's Jubilee Medal for community service.

In January 2008 Paul was appointed to a three year term to the Social Sciences and Humanities Research Council of Canada (SSHRC).

Paul is a highly-rated speaker in the areas of leadership, ethics, strategy, conflict resolution, innovation, financial management and entrepreneurship. His listeners walk away with knowledge they can use immediately and a strong sense of being re-energized.

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Vision Creation




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