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Executive Biographies

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Bill Maurin, CA, CPA, ICD.D
President and CEO

Bill Maurin was appointed Meridian’s President and Chief Executive Officer in 2014. Under his leadership, Meridian has grown its assets under management from $10 billion to $17 billion, expanded its digital banking offering and increased its branch footprint by more than 25 per cent.

Bill leads an Executive Leadership Team focused on implementing Meridian’s strategic vision of delivering Meridian’s unique brand of co-operative banking with a strong emphasis on providing quality service and innovative financial solutions while strengthening the communities it serves.

With more than 25 years of experience in the financial services industry, Bill began his career at KPMG Chartered Accountants and then at The CUMIS Group as National Manager, Finance and subsequently as Director, Finance and Accounting.

In 2002, he joined Niagara Credit Union as the Senior Finance Manager. Following Meridian’s legacy merger between Niagara Credit Union and HEPCOE Credit Union in 2005, Bill became Meridian’s Vice President of Finance and later Meridian’s Senior Vice-President and Chief Financial Officer in 2008.

Since joining Meridian, Bill has built a solid reputation of enabling business growth while protecting the balance sheet and ensuring that risk management is top of mind in all key strategic decisions. Bill played a key role in Meridian’s amalgamation with Desjardins Credit Union in 2011 and Meridian’s acquisition of Roynat Lease Finance in 2016, which created Meridian OneCap Credit Corp., a wholly owned subsidiary of Meridian.

Bill received his CA designation in 1991 and graduated with an Honours Bachelor of Commerce degree from McMaster University in 1988.

Bill is currently Board chair of the Canadian Credit Union Association (CCUA). He has served as a member of the Board of Directors for CUMIS Group and for the United Way of St. Catharines. He currently resides in Mississauga.


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Leo Gautreau, CPA,CMA

Senior Vice President and Chief Risk Officer

As Meridian’s first Chief Risk Officer, Leo is accountable for Meridian’s overall Enterprise Risk Management strategy, including oversight of organizational risk management activities in all core risk categories, including strategic, credit, market, liquidity, operational, compliance, and Member risk.

 
Bringing more than 30 years of financial experience to the role, Leo has a proven track record of building strong risk management tools and processes, including the early development of Meridian’s current Enterprise Risk Management framework. 
 
Prior to his current role, Leo held various senior leadership positions at Meridian including Vice President, Credit Management and Vice-President of Risk Management, where he had accountability for the overall Credit Risk, Risk Management, Loss Prevention and Internal Audit Services functions.
 
A longtime supporter and champion of the Ontario credit union system, Leo held various roles and responsibilities at Niagara Credit Union – one of Meridian’s legacy credit unions.  In his 15 years at Niagara Credit Union, Leo played a significant role in shaping the credit union’s retail delivery and commercial services divisions.  He also had executive responsibility for the Marketing division, and played a key role in leading the Credit Union to exceptional growth over that time.   
 
Leo began his financial services career at CIBC where he managed both retail and commercial banking operations.   
 
An active volunteer in the Niagara community, Leo has served on a variety of boards and committees including, the St. Catharines Chamber of Commerce, Rotary Club of Niagara and the Greater Niagara General Hospital Foundation.


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Gary Genik

Senior Vice President and Chief Operating Officer

Gary is a results-oriented corporate leader with 30 years of experience in leading Operations and Technology groups in the financial services sector. Specialized in shaping long-term business strategies and motivating high-performing teams to deliver on plans, he is a strong collaborator and works in partnership with others to develop solutions for business issues and trends. Gary brings valuable executive experience, expertise and understanding of Meridian to the role of SVP & Chief Operating Officer.


Gary joined Meridian in 2008 and quickly demonstrated his business acumen and learning agility as he established a set of foundational programs required to transition our IT team into a high performing, high spirited organization delivering robust, cost effective solutions in support of Meridian’s ambitious business plans. He went on to integrate a variety of different teams under his leadership including Operations, Technology, Real Estate & Property Management and Wealth Management while delivering on significant enterprise strategies including Meridian’s business transformation, technology, wealth and payments strategies.

Prior to joining Meridian, Gary’s past experiences included 20 years with CIBC and INTRIA-HP. As Director of INTRIA-HP Systems Operations he had accountability for managing CIBC’s Data Centre and Network Services and 5,000 ABMs across Canada. Gary was also SVP and Chief Information Officer at the Canadian Depository for Securities, Canada’s primary custodian and clearing house for Canadian money markets, bond and equity trading. As a consultant Gary worked with INTRIA, MTS Allstream, IBM Canada, and First Ontario Credit Union.

He is a member of Canada’s Large Credit Union CIO (LCUC) group, working with leaders from the 16 largest credit unions in Canada on a variety of operational and innovative strategic opportunities aimed at differentiating services for Canadian credit unions.


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Anne Berend, MBA, MA, CHRP, CHRL, ACC

Senior Vice President and Chief Employee Experience Officer

As Meridian’s Chief Employee Experience Officer, Anne oversees the development and fostering of Meridian’s ownership and innovation culture.  She is accountable for the design, delivery and monitoring of Meridian’s People Services programs including benefits design, talent acquisition and development programs for Meridian’s more than 1,800 employees.   
 
With more than 20 years in human resource leadership roles, Anne brings a wealth of experience and knowledge to her role.  Before joining Meridian in 2017, Anne was the Senior Vice President, ​HR, Consumer, Customer Experience, Brand and Corporate at Rogers Communications.  Prior to joining Rogers, Anne was VP, HR for Business Analytics at IBM where she had worldwide responsibility for Human Resources. Previously, Anne was head of Human Resources for IBM Canada.

Anne has a Master of Business Administration from the University of Toronto and holds a variety of accreditations including Associate Certified Coach (ACC) and Certified Human Resource Leader (CHRL).   Passionate about continuous learning, Anne has been a repeat guest lecturer at the Rotman School of Management.  Anne currently resides in Toronto.


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Tara Daniel, CPA, CA

Senior Vice President and Chief Financial Officer

As Chief Financial Officer of Meridian, Tara provides overall leadership and direction for all of Meridian Credit Union’s financial operations. The CFO is a critical executive role as Meridian delivers on its aggressive five-year Blueprint for growth strategy, and is responsible for optimizing financial performance within the current business model and ensuring strong financial stewardship is in place.

Tara is a senior finance leader with a proven track record of developing and executing strategy, leading change, and empowering teams through collaboration to achieve optimal business results.

Tara has been a leader in the financial services industry for over 15 years, starting with Meridian in 2003 in the role of Assistant Controller and progressing through a number of dynamic and challenging leadership roles across the broad spectrum of the finance team. In 2012, Tara joined the Senior Leadership Team in the role of Vice President of Treasury & Performance Measurement and in 2017, Tara concurrently assumed the Chief Financial Officer role of Meridian’s digital bank with a focus on shepherding the application process with the Office of the Superintendent of Financial Institutions.

Tara has an Honours Bachelor of Accounting degree from Brock University and obtained her CPA CA professional accountancy designation in 2000. She was previously employed with KPMG and St. Catharines Hydro prior to joining Meridian. Tara is a passionate supporter of the Heart and Stroke Foundation, the United Way and many of the youth associations in which her two children participate.


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David Baldarelli, CPA, CMA, MBA

Senior Vice President, Digital Banking & Enterprise Analytics and COO Meridian Bank

David is responsible for overseeing the strategy, management and execution of Meridian’s Digital Banking and Analytics strategy for both the credit union and Meridian Bank. This includes a strong focus on driving a superior digital member experience, operational efficiencies, and member engagement and growth. Digital platforms include the public websites, Retail, Small Business and Commercial online banking, mobile apps, digital lending and online member onboarding. 
 
With more than 24 years of experience in the financial services industry, David is a seasoned and diverse analytical professional having progressed from analyst to executive ranks with extensive experience in strategy, finance, credit risk, digital, marketing and operations.  He possesses strong leadership, innovation, change management and execution skills with a passion to deliver strong business results.
 
Prior to joining Meridian, David had held numerous executive positions and most recently was the Chief Credit and Operating Officer at Mogo Finance, a Canadian digital financial services company.  David also served as the Chief Credit Risk Officer at HSBC Finance, Head of Analytics at HSBC Bank of Canada and was the former Vice President, Analytics at Coast Capital Savings Credit Union.  During his eight years at BMO, David was responsible for credit risk management across multiple lines of business.
 
David has a Bachelor degree in Actuarial Science from the University of Waterloo in 1993, a Master of Business Administration from University of Toronto Rotman School of Management in 2009 and a CPA, CMA professional accountancy designation in 2014.  David served as a board member for BC SOS Children’s Village from 2012 to 2016. 


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Sunny Sodhi

Senior Vice President and Chief Strategy and Corporate Affairs Officer

As Chief Strategy and Corporate Affairs Officer, Sunny Sodhi is responsible for overseeing the following functions within Meridian: Enterprise Strategy and Corporate Development, Innovation, Legal, Corporate Governance, and Government Relations. This includes overseeing Meridian's strategy to expand into new lines of business and markets, and to incorporate innovation into its overall corporate strategy. Sunny has previously also overseen Meridian's Corporate Communications function. 

Sunny brings deep and extensive knowledge of the financial services sector to Meridian. Prior to joining Meridian, he focused his legal practice on advising domestic and international banks and insurance companies on a broad array of complex corporate and regulatory matters.  He has been recognized repeatedly by top international legal rankings, including Chambers and Partners, as a leading lawyer in Canada for corporate/M&A and banking. Sunny advised on transactions involving over 40 countries, and the purchase, sale or transfer of over $100 billion in assets.  He has been involved in some of the largest and most notable banking sector transactions in Canada, and has advised on the establishment and growth of numerous banks and insurance companies in Canada. He has assisted such entities closely with the development and execution of multi-year business plans, operations, organic and inorganic growth initiatives, corporate governance, capital raising, compliance and building strong relationships with regulators.

Prior to joining Meridian in 2014, Sunny practiced law in Toronto with Torys LLP and then Fasken Martineau DuMoulin LLP as a partner.  He also worked abroad with top international law firm Freshfields Bruckhaus Deringer LLP in its Singapore office, focusing on cross-border mergers and acquisitions. 

As a very strategic, collaborative, and solutions-oriented professional, Sunny’s leadership will help Meridian continue to execute on its growth strategy in an innovative manner that ensures adherence to evolving and increasingly complex financial sector regulation.

Sunny has been involved in establishing several not-for-profit and charitable organizations, and he is devoted to numerous community initiatives. 

Sunny graduated from the University of British Columbia with a Bachelor of Commerce (Honours), and from the University of Victoria with a Juris Doctor.  He has been a member of the Bar in Ontario and New York since 2003. 


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Wade Stayzer, MBA

Senior Vice President and Chief Member Experience Officer

With more than 20 years of financial services experience, Wade Stayzer is Meridian’s Senior Vice President and Chief Member Experience Officer. In this role, he oversees Meridian’s Retail, and Commercial lines of business while developing the credit union’s distribution partnerships, organic Member growth and enhanced sales and service experience. 

Since 2005, Wade has been instrumental in shaping Meridian’s retail delivery strategy while establishing a culture of employee engagement.  Over his tenure at Meridian, Wade managed key lines of business including Small Business, Retail and Wealth.  He has also led various strategic initiatives including the branch and banking system integration of Meridian’s legacy Niagara/Guelph Wellington and Desjardins Credit Union mergers. 

A long-time supporter and champion of the Ontario credit union system, Wade has held a variety of roles and responsibilities at Niagara Credit Union – one of Meridian’s legacy credit unions. 

In 2010, Wade was recognized as one of Niagara’s Top 40 under 40 for outstanding business achievement and community leadership. That same year, he was also recognized by the St. Catharines Chamber of Commerce as the Young Professional of the Year.

A tireless community advocate, Wade is currently a Governor at Niagara College, a member of the Rotary Club of St. Catharines, and a proud member of the 2021 Canada Games Host Society for the Niagara Region.

Wade received his MBA from McMaster University and currently resides in Niagara.
 


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David Moore

Vice President of Marketing and Product

As Vice President of Marketing and Product, David oversees Meridian’s integrated marketing strategy, brand management, Member and market research, growth strategies, marketing communications, and product service development and management.
 
Since joining Meridian in 2006, David has created value across a variety of functions and key growth areas and has held various senior roles within Finance, Enterprise Strategy, and Marketing. An engaged leader, David has leveraged this strong business acumen to help identify and implement marketing initiatives to grow business through an improved Member experience resulting in greater retention. A collaborative and engaging leader, David coaches his team to be results-oriented, innovative and accountable while empowering them to create, implement and deliver.
 
Prior to joining Meridian, David held several senior roles within CIBC and managed engaged teams with a proven track record of garnering results. David has a Master of Business Administration from the University of Wilfrid Laurier. A lifelong learner, David has recently acquired marketing accreditations from Cornell University and the Digital Marketing Institute.

A strong champion of the Ontario credit union system David has served as a board member on the Credit Union Managers Association for nine years. He is actively involved in youth basketball within the Hamilton community where he resides with his wife and three boys.