Trish Roberts

Trish Roberts is an accomplished professional with extensive experience in relationship management and client services, currently serving as AVP of Relationship Management and Service Execution at CIBC Mellon since 2001. In this role, Trish manages a team servicing top-tier Fund/Record-keeping and Pension clients, with a focus on Indigenous and Family Office Units. Previous positions include roles at Aon Hewitt as Director of Client and Business Operations, where Trish oversaw customer relationships and strategic planning, and at Mackenzie Financial Corporation Inc. as a Pension Officer, contributing to the establishment of new departments for pension clients. Trish began a career at London Life/Great-West Lifeco Inc. as a Senior Customer Service Administrator, specializing in pension administration and compliance. Educational qualifications include a Practical Strategies for Successful Women Leaders course from Schulich School of Business and certifications in Pension Law and Indigenous Canada.