Bhavna Duggal
Expertise
CFO leadership & board governance
Capital markets & investor relations
Global finance & advisory strategy
Business management across multiple geographies
Diversity, equity & inclusion advocacy
Relationship building & stakeholder engagement
Sector Expertise
Banking & financial services
Asset management
Private equity & pension funds
Insurance
Large institutional investors
Bhavna is a purpose-driven Chief Financial Officer, capital markets leader, and experienced board member with a strong track record in global business management, finance, and advisory. She has worked extensively across Canada, Europe, and Asia, partnering with banks, asset managers, private equity and pension funds, insurance firms, and large institutional investors.
A qualified CPA (Canada) and Chartered Accountant (UK), Bhavna is also a Fellow of ACCA (UK). Her career spans senior roles in finance, strategy, and capital markets, where she has helped organisations navigate complex financial landscapes, drive growth, and build strong governance structures.
Bhavna is an avid advocate and ambassador for diversity, equity, and inclusion, and she is deeply committed to volunteering and giving back to communities. A natural connector and relationship builder, she believes in the power of social capital to unlock solutions and create positive
impact.
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Work Experience
Chief Financial Officer
Sep 2024 - Present · 1 yr 3 mos
Board of Governors and Chair of the Audit, Finance and Property Committee
Dec 2022 - Present · 3 yrs Toronto, Ontario, Canada
Board Member
2019 - 2025 · 6 yrs Toronto, Ontario, Canada
Interim Chief Financial Officer
Mar 2024 - Sep 2024 · 7 mos Toronto, Ontario, Canada
Principal and CFO
Jul 2023 - Apr 2024 · 10 mos
Vice President, Client Finance Services
2021 - Dec 2022 · 2 yrs Toronto, Ontario, Canada
Partner
Sep 2016 - Jan 2021 · 4 yrs 5 mos Toronto, Ontario, Canada
Assistant Vice President, Asset Management & Investment Banking
2010 - 2012 · 2 yrs Europe and Asia