Carrie Russell
Chief Executive Officer at Heritage Educational Foundation
Profile
Carrie Russell currently works at Heritage Education Funds, Inc. (Canada), as President & Chief Executive Officer, Heritage Educational Foundation, as President & Chief Executive Officer from 2020, Nicola Wealth Management Ltd.
(Private Equity), as Director, Finn.AI, as Independent Director from 2019, and Coconut Software Corp., as Independent Director.
Ms. Russell also formerly worked at Knowledge First Financial, Inc., as President, Chief Executive Officer & Director from 2020 to 2022, The Knowledge First Foundation, as President & Chief Executive Officer, Street Capital Group, Inc., as Director, Payments Canada, as Director, Interac Corp., as Director, The Toronto-Dominion Bank, as Senior Vice President from 2008 to 2012, DH Corp., as Chief Marketing Officer & Executive Vice President from 2013 to 2015, and Equifax Canada Co. (Canada), as President & General Manager.
Ms. Russell received her undergraduate degree in 1988 from McGill University.
Carrie Russell active positions
| Companies | Position | Start |
|---|---|---|
Finn.AI
 Finn.AI Information Technology ServicesTechnology Services Finn.AI provides white-labelled virtual banking assistant platform. It transforms banking from static, one-size-fits-all destination websites and mobile apps to an intelligent personal chatbot assistant. The company was founded by Natalie Cartwright, Guru Sivananda Reddy Atlu, and Jake Tyler in 2014 and is headquartered in Vancouver, Canada. | Director/Board Member | 07/03/2019 |
Coconut Software Corp.
 Coconut Software Corp. Packaged SoftwareTechnology Services Coconut Software Corp. develops an enterprise solution to manage online appointment scheduling for companies in North America. Its customers include the banking and financial, telecommunications, and retail industries. The company was founded by Katherine Regnier in 2007 and is headquartered in Saskatoon, Canada. | Director/Board Member | - |
| Heritage Educational Foundation | Chief Executive Officer | 08/09/2020 |
Heritage Education Funds, Inc. (Canada)
 Heritage Education Funds, Inc. (Canada) Financial ConglomeratesFinance Heritage Education Funds, Inc. (Canada) engages in group Registered Education Savings Plans. The plan it offers are heritage plan, impression plan, and group/employee plan. The company was founded in 1965 and is headquartered in Toronto, Canada. | Chief Executive Officer | - |
Nicola Wealth Management Ltd. (Private Equity)
 Nicola Wealth Management Ltd. (Private Equity) Investment ManagersFinance Nicola Wealth Management Ltd. (Private Equity) is a Private Equity, a subsidiary of Nicola Wealth Management Ltd. founded in 2012 by John Michael Nicola. The firm is headquartered in Vancouver, the United States. | Private Equity Investor | - |
Former positions of Carrie Russell
| Companies | Position | End |
|---|---|---|
Knowledge First Financial, Inc.
 Knowledge First Financial, Inc. Savings BanksFinance Knowledge First Financial, Inc. operates as an investment fund manager, administrator and distributor. It offers Registered Education Savings Plans (RESP) and financial services. The company was founded in 1965 and is headquartered in Mississauga, Canada. | Chief Executive Officer | 30/05/2022 |
| DH CORP | Sales & Marketing | 01/06/2015 |
| THE TORONTO-DOMINION BANK | Corporate Officer/Principal | 01/06/2012 |
The Knowledge First Foundation
 The Knowledge First Foundation Investment ManagersFinance The Knowledge First Foundation, operating under the name Embark, is a Canadian education savings and planning company. Embark provides guidance to Canadians on post-secondary education planning and savings, helping them prepare for their dream college, university, or trade school programs. The private company is based in Mississauga, Canada. The company offers registered education savings plans (RESP) and expert advice to help families achieve their saving goals and prepare their children for post-secondary education. Andrew Lo has been the CEO of the company since 2023. | Chief Executive Officer | - |
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Training of Carrie Russell
| McGill University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| THE TORONTO-DOMINION BANK | Finance |
| Private companies | 12 |
|---|---|
DH Corp.
 DH Corp. Miscellaneous Commercial ServicesCommercial Services DH Corp. operates as a financial technology company, which offers software products and services. It operates through three segments: Global Transaction Banking Solutions, Lending & Integrated Core and Canada. The Global Transaction Banking Solutions segment provides financial technology to banks and corporations and offers a line of transaction banking solutions including global and domestic payments solutions, financial messaging, corporate cash and liquidity management and merchant services. The Lending & Integrated Core segment provide solutions like core banking, channel & optimization solutions, and mortgage, consumer and commercial lending. The Canada segment provide payment and lending solutions, which include cheque program, enhancement services, lending solutions, mortgage technology, collateral management solutions, student lending. The company was founded in 1875 and is headquartered in Toronto, Canada. | Commercial Services |
Street Capital Group, Inc.
 Street Capital Group, Inc. Finance/Rental/LeasingFinance Street Capital Group, Inc. through its subsidiary Street Capital Bank of Canada, engages in the provision of deposit and residential mortgage solutions. Its services include deposit and residential mortgage, consumer lending, and related services. The company was founded by Allan C. Silber on August 2, 1979 and is headquartered in Toronto, Canada. | Finance |
Payments Canada
 Payments Canada Miscellaneous Commercial ServicesCommercial Services Payments Canada provides clearing and settlement infrastructure, processes and rules essential to transactions. It offers Canada’s national payments systems. The company was founded in 1980 and is headquartered in Ottawa, Canada. | Commercial Services |
Finn.AI
Finn.AI Information Technology ServicesTechnology Services Finn.AI provides white-labelled virtual banking assistant platform. It transforms banking from static, one-size-fits-all destination websites and mobile apps to an intelligent personal chatbot assistant. The company was founded by Natalie Cartwright, Guru Sivananda Reddy Atlu, and Jake Tyler in 2014 and is headquartered in Vancouver, Canada. | Technology Services |
Coconut Software Corp.
Coconut Software Corp. Packaged SoftwareTechnology Services Coconut Software Corp. develops an enterprise solution to manage online appointment scheduling for companies in North America. Its customers include the banking and financial, telecommunications, and retail industries. The company was founded by Katherine Regnier in 2007 and is headquartered in Saskatoon, Canada. | Technology Services |
Equifax Canada Co. (Canada)
 Equifax Canada Co. (Canada) Financial Publishing/ServicesCommercial Services Equifax Canada Co. provides information solutions and human resources business process outsourcing services. The firm comprehensive insights including scores, risk analysis and market share analysis to the mortgage ecosystem. The company is headquartered in Toronto, Canada. | Commercial Services |
Interac Corp.
 Interac Corp. Miscellaneous Commercial ServicesCommercial Services Interac Corp. is a payments and digital information exchange, which engages in the provision of debit payments system. Its services include cash, debit, flash, e-transfer, online, mobile payment solutions, and international services. The company was founded in 2013 and is headquartered in Toronto, Canada. | Commercial Services |
Knowledge First Financial, Inc.
Knowledge First Financial, Inc. Savings BanksFinance Knowledge First Financial, Inc. operates as an investment fund manager, administrator and distributor. It offers Registered Education Savings Plans (RESP) and financial services. The company was founded in 1965 and is headquartered in Mississauga, Canada. | Finance |
The Knowledge First Foundation
The Knowledge First Foundation Investment ManagersFinance The Knowledge First Foundation, operating under the name Embark, is a Canadian education savings and planning company. Embark provides guidance to Canadians on post-secondary education planning and savings, helping them prepare for their dream college, university, or trade school programs. The private company is based in Mississauga, Canada. The company offers registered education savings plans (RESP) and expert advice to help families achieve their saving goals and prepare their children for post-secondary education. Andrew Lo has been the CEO of the company since 2023. | Finance |
| Heritage Educational Foundation | |
Heritage Education Funds, Inc. (Canada)
Heritage Education Funds, Inc. (Canada) Financial ConglomeratesFinance Heritage Education Funds, Inc. (Canada) engages in group Registered Education Savings Plans. The plan it offers are heritage plan, impression plan, and group/employee plan. The company was founded in 1965 and is headquartered in Toronto, Canada. | Finance |
Nicola Wealth Management Ltd. (Private Equity)
Nicola Wealth Management Ltd. (Private Equity) Investment ManagersFinance Nicola Wealth Management Ltd. (Private Equity) is a Private Equity, a subsidiary of Nicola Wealth Management Ltd. founded in 2012 by John Michael Nicola. The firm is headquartered in Vancouver, the United States. | Finance |
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