Investment Committee

Dan is currently Director of Corporate Development at TC Energy based in Calgary, Alberta.  In this role, he is responsible for leading Corporate Development activities for TC Energy which include acquisitions, divestitures, joint ventures, strategic partnerships, and other investment opportunities.  Prior to taking this role, Dan served as Director, Energy Transition Strategy & Planning also at TC Energy.  Prior to joining TC Energy, Dan spent 15 years as an Investment Banker focused on transaction execution and client coverage in the Natural Resources sector based in Calgary.  He obtained the right to use the Chartered Financial Analyst® designation in 2009 and also earned a Bachelor of Commerce in Finance with Distinction from the University of Calgary in 2005.

Franklin has worked as an associate in Acquisitions & Divestitures for Peters & Co. Limited since 2011. He has a Bachelor of Commerce (Petroleum Land Management) with distinction from the University of Calgary (2007) and an MBA from Queens University (2011). He was previously a volunteer football coach with the University of Calgary as well as several Calgary high school and community based teams.

Adam Hoffman was called to the Alberta Bar in 2007 and joined Shea Nerland Calnan LLP after articling with the same firm. Adam’s professional focus is tax optimization with particular emphasis on business reorganizations and asset protection. Adam also has experience in charity law and estate administration. Adam has three years of experience as a professional trustee for managing private wealth. Adam volunteers for several charitable organizations and is a member of the Canadian Bar Association, the Law Society of Alberta, the International Fiscal Association, the Canadian Tax Foundation, the Society of Trust and Estate Practitioners and the Canadian Petroleum Tax Society.

As the Director of Institutional Research for one of Canada’s pre-imminent energy-focused, full-service investment banking firms, Martin maintains in-depth coverage of key leading oil and gas producers, including integrated companies and international explorers based in Canada. He was named Canada’s top oil and gas analyst in the 2010 Brendan Woods survey. Martin is an active member of the community, and has served on the boards of the Calgary Arts Development Authority, Theatre Junction, and Weizmann Canada. Martin, his wife and three sons are enthusiastic philanthropists, committed as a family to practicing the values of tzedakah and tikkun olam.

Mark graduated from the University of Toronto with a Bachelor of Commerce degree in 1980. He articled with the accounting firm of Arthur Andersen & Co., obtaining his CA designation in 1982. Mark joined the firm of Canadian Wealth Management in 1984 where he remained as a partner until the firm was sold to Societe General in 2008. He consulted to the firm until September 2010. He now provides independent financial advice on a fee basis. Throughout his career Mark has served as a Director of many junior oil and gas companies, and as a Founder of a number of Junior Capital Pool companies.

Bettina is an adjunct associate professor at the University of Calgary in the Department of History, with a PhD in Canadian history, specializing in the history of consumer society.  Bettina has served in a range of community leadership positions, and was recently named a director emeritus of the Calgary Pro Musica Society in recognition of her contributions. Bettina became a member of the board of the JCFC in October of 2010, and was elected as Chair in October of 2011.  Bettina and her husband, Leib Zeisler, are members of Congregation Beth Tzedec and proud parents of three children.

Brenda Sapoznikow has devoted much of her life to serving both the Jewish community and the broader community through her work as a volunteer and professional. Her contributions have included fundraising, event planning, and advocacy for children with special needs—areas in which her dedication and compassion continue to leave a meaningful and lasting impact.

Alongside her community involvement, Brenda has built a successful entrepreneurial career. She has owned and operated several businesses within Alberta’s retail cosmetics industry and was also a co-owner of multiple Ruby’s Fashions locations in Calgary.

Brenda and her husband, Garry, are proud parents of two remarkable sons who are pursuing their own paths and building bright futures.

Joseph Tappenden is dedicated to making a difference in the Jewish community. For over 18 years he has worked to support and sustain organizations that are vital to the community’s well-being. He beleives every day is an opportunity to create a meaningful impact. Joseph has worked with community organizations in both Edmonton & Calgary, including: Camp BB Riback, BBYO, The Jewish Federation and The Calgary Jewish Academy.

Outside of work, Joseph is enjoys cooking, connecting with nature, and cherishes every moment spent with his family.

Warren is retired from the financial industry where he culminated his career as the CFO of one of Canada’s largest credit unions. His career experience of over forty years also included working in public practice as a Chartered Accountant, working as financial institution regulator, and treasury and investment management.  Warren has been heavily involved in charitable and community endeavours, having sat on several boards of directors, typically as the treasurer.  Currently he remains involved with the Finance Committee of a prominent local not for profit organization.

He has found that retirement has been busier than working.  As well as working with the JCFC as an accounting consultant, Warren devotes significant time to giving back to the community, to family activities with his wife, three grown daughters and several grandsons. He is also trying to improve his golf game, but feels that it is probably a lost cause.

Nelson Halpern is a Chartered Professional Accountant who received his Bachelor of Arts degree in Economics at the University of Calgary in 1980 and CPA designation in 1985.  He has over forty years of experience in public accounting, with nine years at Price Waterhouse in Calgary where he worked in the audit group and later the tax group. He completed the CICA in-depth tax course and is a member of CPA Alberta, the Entrepreneurial CAs of Calgary and the Canadian Tax Foundation. He received his “TEP” designation from the Society of Tax and Estate Practitioners in 2002. He received a Distinguished Service Award from CPA Alberta in 2005 for his contribution to his community and the profession, he was the honoree at the Akiva Academy day school annual dinner in 2010 and he received an FCPA designation in 2013 from CPA Alberta as a “fellow” to the CPA profession.  Nelson has been a volunteer with various not-for-profit organizations and is a past president of the House of Jacob synagogue, a past president of the Akiva Academy day school and served as a director of the Calgary Jewish Federation board from 1985-2016 where he has chaired and served on numerous committees and is a past president. He has served on the Jewish Community Foundation of Calgary Board of directors since 2007.

Wendy is the Executive Director of the High River District Health Care Foundation, leading healthcare philanthropy in the Foothills of Alberta. With over 30 years in nonprofit leadership, Wendy has enjoyed leadership positions in organizations such as Child & Youth Friendly Calgary, the Terry Fox Foundation and five years as the Manager of the Jewish Community Foundation of Calgary.  Wendy has maintained an active role on the JCFC Grants & Allocations Committee and enjoys a continued connection to the Jewish community in Calgary.  Wendy holds a certificate in Non-Profit Management and maintains an International Fundraising Executive certification (CFRE) that only 8,000 people have earned internationally.  Wendy resides in SW Calgary with her husband Dan

As a chartered professional in human resources, Barbara provided leadership in HR management primarily in the public and post secondary sectors in her 35 year career. She served in volunteer and board capacities in several professional associations both locally and provincially. Her academic credentials include a B.A. in Sociology, an MBA with a specialty in HR Management and a Graduate Diploma in Knowledge Management.  Throughout her career, Barbara maintained an active involvement within the Calgary Jewish Community serving on various boards and executives with long term commitments to Holocaust Education, Beth Tzedec Synagogue and Maccabi Canada.  As a member of the JCFC Board, Barb values the opportunity to serve in a stewardship role in enhancing the financial stability of all our community organizations through the philanthropy of our donors

Micah graduated with a degree in Political Science from the University of Winnipeg in 2004. He began his career in the financial services industry shortly afterward at a leading Ontario-based investment management firm, CI Investments. In 2006, he led the expansion of the national sales division at a high net worth investment dealer, Caldwell Investment Management, located in Toronto’s financial district. After gaining experience in capital markets, corporate finance, wealth management, and private equity, among other areas, he joined a leading global investment management firm, Fidelity Investments with whom he relocated to Calgary in 2011.  Micah holds both the Chartered Investment Manager (CIM) and Financial Management Advisor (FMA) designations under the Canadian Securities Institute of Canada. Currently he is the Vice President, Sales, Managed Assets Program at a nationwide wealth management firm Aviso Wealth.

In his off time, Micah enjoys spending time with his wife, two children, and beloved family dog, and donating their time to various organizations within their community.

Stuart was born and raised in Calgary and received an Economics degree while going to school in Ontario.  His career is diverse and includes business development, property management and financial planning leadership.  Over the years, he has dedicated countless hours to the community at large and the Jewish community in Calgary.  His most recent volunteer commitments are UJC, the annual Sports Dinner for JCC, PAC, and a Director with the Jewish Community Foundation of Calgary.

Tevie is a senior investment and corporate development professional with extensive experience in strategy, capital markets, and growth execution. He has spent more than 12 years at TransAlta and currently serves as Director, Growth, leading initiatives that evaluate and advance strategic opportunities across the company’s portfolio. His prior roles span treasury, capital markets, investment analysis, strategic investments, and corporate development, giving him a broad and integrated perspective on financial decision‑making. Tevie started his career working in Corporate Finance at Peters & Co. Limited, supporting capital markets transactions and advisory mandates in the energy sector. He is a Chartered Financial Analyst (CFA) charterholder, earning the right to use the designation in 2014, and holds a Bachelor of Commerce (Finance and Accounting) with distinction from the University of Alberta, completed in 2010

Stuart Myron is well known in the community having served the Beth Tzedec Congregation consecutively for more than a dozen years in the position of Director and a member of the Executive in the roles of Treasurer, Vice President Finance and President. Stuart holds a Masters of Business Administration degree and served for six years as a Trustee of Co-operators Pension Plan holding assets in excess of one half billion dollars.

Richard graduated from the University of Calgary in 1996 with a Bachelors of Commerce degree and his experience in the Canadian investment industry spans two decades. He began his career in the investment industry in 1994 with Nesbitt Burns, and following a lengthy time at TD Waterhouse, recently moved with his team to RBC Dominion Securities. His background with major Canadian investment dealers has provided him with a well-rounded, conservative perspective on investment management and a proven track record for managing clients’ wealth. He enjoys seeing his clients succeed, and has a passion for investment results. Richard lives in Calgary with his wife Kimberly, and their two boys, Liam and Seth.

“Until the end of 2020 Andrew practiced commercial law for almost 40 years with an international law firm.
He holds a B.Com from the University of Witwatersrand, an LLB from the U of C and the ICD.D designation from the Institute of Corporate Directors.
He was appointed Queen’s Counsel in 2008. Andrew currently serves on the boards of directors of a number of public and private corporations.
He has served as a board member and Chair of the Calgary JCC; a director of the Calgary Jewish Community Council; a Trustee and Chair of The Friends of the Calgary Jewish Academy Trust; a member of the Carewest Foundation and as a Senator of the U of C.”

Leonard Seidman is an accomplished entrepreneur with over 35 years of experience in business development, sales and marketing, international distribution, and digital strategy. He helps organizations achieve strategic clarity, operational excellence, and practical results through innovative, client-focused solutions.
Leonard has worked with organizations ranging from startups to Fortune 500 companies and has been actively involved in the community through past roles with the Calgary Beth Tzedec Congregation and Akiva Academy. He has also contributed as a volunteer with the Calgary Girls School, Calgary Jewish Academy, and served as a professional advisor for Calgary Technologies Inc. Concept to Capital program.
He is the founder and chairperson of the Robbie Burnstein Dinner and Fundraiser, supporting the Calgary Beth Tzedec Congregation and the the PREP Society; offering programs supporting individuals with Down syndrome, and previously served as local chairperson for TD Canada Trust Friends of the Environment Foundation in Montreal.
Known for his common-sense approach and strong implementation skills, Leonard brings valuable insight and a deep commitment to meaningful impact.

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Joy has over 25 years experience in accounting roles in property management and development industry across Canada, including accounting oversight for signature development projects in Calgary. Two years ago she moved to a non-profit organization responsible for operating Alberta’s power grid.

 Joy earned her CGA designation in 2010.

 She enjoys volunteering for a variety of organizations such as Forzani Group, Hull Services, Calgary Stampede, and United Way with her husband John.