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Executive Biographies

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Bill Maurin, CA
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 2012, 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 currently sits on the board of the Canadian Credit Union Association and CUMIS. He is a past member of the Board of Directors of the United Way of St. Catharines and Central 1. 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 Information and Technology Officer

An IT executive with 30 years of senior experience in Information Technology gained in the Banking, Securities and Technology Services industries, Gary Genik is a results-oriented leader with the ability to quickly evaluate situations. His key skills include the ability to build, lead and motivate high-performing teams.

A corporate leader who enjoys working with clients, partners and staff in support of business objectives, Gary’s experience in the banking, securities and technology services industries include work with CIBC; Intria-HP (a Hewlett Packard-CIBC joint venture); and the Canadian Depository for Securities.

Before joining Meridian in 2008, Gary worked as a consultant for clients including IBM Canada, CIBC Intria Items Inc, MTS Allstream and First Ontario Credit Union. He is also the former Chief Information Officer and Senior Vice-President, Information Technology of The Canadian Depository for Securities (CDS).

Prior to becoming Meridian Credit Union’s CIO, Gary worked on a variety of key initiatives to build Meridian’s Information Technology capabilities as Director, Infrastructure, including strengthening information security, data storage/ recovery and computer desktop management processes and plans.

As CIO, Gary brings the required leadership, experience, expertise and understanding of Meridian to the position.


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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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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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Tim Smart, CPA, CA

Senior Vice President and Chief Financial Officer

Tim Smart brings more than 25 years of cross industry experience to Meridian. As Meridian’s Chief Financial Officer he is responsible for the current and future financial state of the credit union, as well as risk mitigation, financial performance measurement and building and maintaining relationships with Meridian’s key financial partners.
 
Prior to joining Meridian, Tim worked as the Chief Financial Officer for a number of financial services and technology companies including OANDA Corporation, Audatex Canada Q9 Networks Inc. and First Asset Management Inc. He has experience in corporate finance, planning and reporting, as well as business development activities involving mergers, acquisitions and divestitures.
 
Since joining Meridian, Tim has played an active role in setting strategy for the organization by ensuring a strong balance sheet that enables Meridian to continue investing in the growth of its business to better serve our Members. Tim was instrumental in facilitating the acquisition of a $1B leasing division of a large financial institution that now operates as Meridian OneCap Corporation.

Tim currently sits on the Board of Directors for Concentra Bank and as a community volunteer he is a past member of the Board of Directors of Durham Children’s Aid Society and Horizons for Youth.  Tim holds a Masters of Business Administration and an Honours Bachelor of Commerce from McMaster University.


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Sunny Sodhi

Chief Legal Officer and Chief Innovation Officer

As Meridian’s SVP & Chief Legal Officer, Sunny Sodhi is responsible for overseeing all of Meridian’s legal and regulatory affairs, government relations, and corporate governance, as well as Meridian’s Communications function. In addition, as Chief Innovation Officer, Sunny is responsible for overseeing Meridian’s strategy to expand into new lines of business and markets, and to incorporate innovation into its overall corporate strategy.

Sunny brings deep and extensive knowledge of the financial services sector to Meridian, having generally focused his legal practice for over a decade 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 as a leading lawyer in Canada for corporate/M&A and banking. 

Since beginning his practice in 2003, Sunny has advised on transactions involving over 40 countries, and the purchase, sale or transfer of over $100 billion in assets.  In particular, he has been involved in some of the largest and most notable banking sector transactions in Canada.  Also, he has advised on the establishment and growth of numerous banks and insurance companies in Canada, assisting such entities closely with the development and execution of multi-year business plans, all aspects of their 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, ultimately, Fasken Martineau DuMoulin LLP as a partner.  He also worked abroad for some time with top international law firm Freshfields Bruckhaus Deringer LLP in its Singapore office, focusing on cross-border mergers and acquisitions. 

As a very knowledgeable, collaborative, business savvy and solutions-oriented legal services professional, Sunny’s leadership will help Meridian continue to execute on its growth initiatives in sound and innovative ways, and in a manner that ensures complete adherence to evolving and increasingly complex financial sector regulation and the adoption of best practices to maintain strong, sustainable, prudential operations. 

Sunny has been involved in establishing several not-for-profit and charitable organizations, and he is devoted to numerous community initiatives, including participating as a mentor in a University of Waterloo mentorship initiative.  

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.