The Connect First Credit Union leadership team is committed to shaping the financial landscape of our province, and providing Albertans with opportunities for meaningful growth.
Paul is the Chief Executive Officer of Connect First Credit Union, one of the largest financial cooperatives in Canada. Connect First manages more than $6 billion in assets under administration, proudly employs 700 Albertans, and serves over 125,000 members in 40 locations throughout central and southern Alberta. Paul leads the strategic visioning for Connect First Credit Union, with a Member First focus.
Paul's educational background includes an Honours Business Administration degree from the Ivey School of Business at the University of Western Ontario and a Masters of Business Administration from the Schulich School of Business at York University. In 2012 he completed the Director Education Program and holds the ICD.D designation.
Paul currently serves as Vice Chair for the Canadian Credit Union Association, and previously served for 9 years on the board of Alberta Central.
As Chief Operating Officer of Connect First Credit Union, Wellington holds leadership responsibility for key operational functions including Retail Branch Operations, Small Business and Agriculture, Commercial and Corporate Banking, Wealth Management and Marketing & Community. He is passionate in taking the organization to a place that few (if any) financial institutions have gone before. A place where we truly make money, make a difference in the lives of our members and doing what is right for them. Always.
Wellington’s career has spanned banking, financial services and technology over the past 25+ years. His educational background includes a Bachelor of Commerce (Hons.) from the University of Manitoba and he holds an Executive MBA degree from the University of Oxford completed with distinction. In addition, he completed the advanced leadership program at the Canada School of Public Service by special invitation of the Clerk to the Privy Council of Canada.
He is the Chair of the Calgary Convention Centre Authority Board and serves on the board of the Calgary Chamber of Commerce as the Treasurer and Chair of the Audit Committee.
As Chief Strategy & Innovation Officer for Connect First Credit Union, Jackie provides leadership in the areas of Corporate Governance, Government Relations, Corporate Communications, Strategic Planning and Innovation, including business transformation, process improvement and the development of new products and services. She also oversees the credit union’s project management office.
Her educational background includes a Bachelor of Arts (honours), post-graduate diploma and the ICD.D designation granted by the Institute of Corporate Directors. Jackie’s 30-year career in financial services has included senior roles focused on Strategy, Communications, Retail Banking, Human Resources, and Governance.
Jackie has a reputation for driving positive transformational change enabling Connect First to make a difference and create value for our members, employees and the communities we have the pleasure of operating in.
As Chief Technology Officer for Connect First Credit Union, Catherine is an experienced Information Technology leader with expertise in aligning technology with business goals.
Catherine’s career in financial services spans 30-years, the majority of which has been dedicated to technology. Catherine’s passionate focus is leveraging technology to making banking something our members do, not somewhere they have to go.
Catherine is a volunteer advocate in her community and devoted to giving back to those in need.
As president of Mountain View Financial for Connect First Credit Union, Stephen provides strategic leadership and direction to all the lines of business in the Mountain View region, including: retail banking, commercial & real estate banking, small business banking, and wealth management.
Stephen has dedicated his 27-year career to the Alberta credit union system through progressively senior positions at Credit Unions across the province, most recently as Vice President, Operations at Mountain View Credit Union. He holds a range of industry credentials, and has completed the executive course through the CEO Institute of the Credit Union Executive Society.
Stephen forges personal connections and builds lifetime relationships to deliver simple solutions that enable strong and sustainable operations within the Mountain View Financial region. He firmly believes in the financial cooperative model and the benefits it brings to the financial well-being of Mountain View’s members and the communities his and his teams are privileged to serve.
Kendra brings extensive financial services experience to her role as Chief Credit and Risk Officer for Connect First Credit Union, including positions in a chartered bank, credit union and a federal crown corporation where she held leadership roles in commercial and agriculture business development and credit, operational controls and compliance, and strategy. In addition to her numerous industry credentials, Kendra holds a Certified Chief Executive (CCE) designation through the CEO Institute of CUES, is Chair and Implementation Co-Lead of the BOC subcommittee for online account opening and online lending, and is the Alberta Credit Union representative on the National FCC/CU Liaison Committee and Canadian Credit Union Association Agriculture Sub-Committee.
At Connect First, Kendra provides strategic leadership in the areas of Retail Credit, Commercial Credit, and Risk Management, ensuring that member, employee and credit union assets are protected, while operating efficiently and at acceptable risk levels.
Kendra is known for challenging existing processes and translating leading-edge conceptual thinking into practical strategic actions. She implements innovative solutions that yield long-term benefits, enhanced competitive advantages, and organizational value through empowered, proactive, and results-oriented teams.
As Chief Financial Officer for Connect First Credit Union, Sandra provides leadership in the areas of Treasury, Corporate Accounting, Corporate Finance, Centralized Operations and Corporate Services.
Among her many credentials, Sandra holds a Masters of Business Administration (Athabasca University) and a Post-Baccalaureate Degree in Management.
Sandra is passionate about the cooperative model, having spent her 25-plus year career dedicated to the robust management practices of the financial resources for cooperatives.
Sandra currently is a proud member of the Resolve Campaign, and is a devoted advocate of ending Homelessness in Calgary.
As Chief People and Culture Officer at Connect First Credit Union, Bob provides leadership to the Human Resources and Talent Management teams in their work supporting and developing an engaged, knowledgeable and productive workforce of over 700 employees. He also champions the preservation and growth of Connect First’s organizational culture.
Bob’s career includes over 20 years in the credit union sector, with most of that time spent in various human resources related roles. His educational background includes a Bachelor Commerce degree from the University of Alberta, as well as a Communications Diploma from Mount Royal College. Bob holds the designation of Chartered Professional in Human Resources (CPHR).
He enjoys contributing to his community with a special interest and passion for facilitating various Junior Achievement programs in local schools.