The purpose of the Finance and Audit Committee is to assist the Board of Directors in its oversight responsibilities as they relate to:

  • financial reporting and related compliance
  • external auditor selection, independence performance
  • financial risk management
  • monitoring and reviewing investment policies, performance and management
 

Moira Klein-Swormink

Committee/Panel Position(s)

Member, Board Development Committee

Employer

Edward Jones Canada
Mississauga, ON

Moira Klein-Swormink is Principal, Practice Management at Edward Jones. She began her career at the organization as a department leader and has subsequently served as Director of Branch Team Performance; Director, Client Strategies Group; Principal, Wealth Management Advice & Solutions; and Principal, Canada Branch Development.

Moira began her career with BMO Financial Group, where she held leadership roles in banking, corporate finance, and enterprise strategy. Additionally, she launched a coaching and consulting practice, where she worked with various start-ups in healthcare and fintech. 

Moira earned her bachelor's degree in English and French from Western University in London, Ontario, and completed her MBA at Dalhousie University. 

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