CSI will be performing system maintenance on Saturday May 11th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.

Marie Muldowney

Managing Director

Marie Muldowney is the Managing Director at CSI, a division of Moody’s, since 2010. In leadership positions for the last 20 years, her focus has been squarely on the customer, both institutional and learners in Canada and internationally. She has led product development, business development, sales support, and marketing.

Prior to the acquisition of CSI, Marie headed product development at CSI. From 2001 to 2007, she was the Executive Director of the Institute of Canadian Bankers.

Marie holds a Bachelor of Arts and Bachelor of Education from the University of Toronto and a joint Master of Business Administration degree from York University and Laval University. She is a co-sponsor of the Canada Employee Resource Groups (Women’s, LGBTA, Multicultural and Canada Minds) and Co-Chair for Corporate Social Responsibility (Canada). She is President of the Canadian Securities Institute Research Foundation that provides funding for academic research on the capital markets, co-chair of the WEConnect Canada Advisory Council, and Chair of Our Harbour, providing housing and support for people living with mental illness.

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Rui Barreto

Business Development & Client Relations

Rui Barreto spearheads CSI’s business development and client relations, focusing on the unique needs of Canada’s financial services sector and advancing market training. His role at CSI has evolved from Retail Bank Product Strategist and Subject Matter Expert, where he specialized in product development.

His background includes impactful roles at Moody’s Analytics and a 12-year tenure at RBC Royal Bank, where he managed complex lending solutions and a High-Net-Worth client portfolio and led branch teams focusing on business development and regulatory compliance.

Rui holds a Personal Financial Planner (PFP®) and a Certified Registered Retirement Consultant (RRC) designation. He has also completed the Branch Compliance Officers (BCO) course and the Canadian Securities Course (CSC®). Actively involved in the Mohawk Financial Planning Council, he advises on financial services careers and has a background in computer studies, focusing on networking and network security.

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Marshall Beyer

Credentials & Licensing Strategy

Marshall Beyer is responsible for sanctioning and developing the specifications for licensing and certification programs and developing domestic and international partnerships.

Prior to his current role, Marshall began his career with Richardson Greenshields (RG), a Canadian full-service investment dealer. Over his 12 years at RG, Marshall became a Vice-President and senior analyst within the organization’s research department.

In 1995, Marshall joined the Canadian Securities Institute (CSI), Canada’s exclusive educator and examiner for individuals seeking employment and/or registration within the investment industry. Marshall started with CSI as an Academic Director focused on its derivative courses and examinations before assuming leadership of CSI’s course development department for ten years. He led a team of subject matter experts responsible for creating and maintaining over 150 courses and programs that address basic securities, derivatives, alternative investments, trading, portfolio management, financial planning, wealth management, compliance and risk management areas.

Marshall has a Business degree from the University of Manitoba.

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Rory Binns

Technology & Innovation

Rory Binns is responsible for the oversight of CSI’s technology governance, including the roadmap, operations policies and principles, architecture, documentation and the management of resources.

He has a proven track record in modernizing technology, improving data analytics capabilities to ensure the on-going security of systems and data.

Prior to his current role, Rory was head of the technology infrastructure, database, and application support at Moody’s Analytics Learning Solutions and served in various technology roles at Bell GlobeMedia.

Rory holds a Certificate in Computer Systems Technology from the Toronto School of Business.

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Erik Buisson

Product Strategy & Development

Erik Buisson is responsible for the strategy, design, development and production of CSI’s learning solutions. He supports curriculum and product ideation relevant to the industry, creating rich and engaging learning experiences and maintaining enhanced editorial and quality standards.

Prior to joining CSI, Erik worked at Montreal Trust (Scotiabank) branch and then moved on to their corporate office, where he helped launch the company’s first call centre. He possesses all-round experience in the financial services education space that spans 25 years. He has led teams in Product Management, Operations, Information Systems, Project Management and Account Management.

Erik holds a Bachelor of Commerce in Finance and Economics from Concordia University. He has completed several Masters-level courses in the management of financial services institutions.

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Idrees Deen

Marketing & Learner Services

Idrees Deen is responsible for CSI’s strategy to promote products, elevate learner services and enhance operational efficiency.

Prior to his current role, Idrees managed the marketing team at Moody’s Analytics Learning Solutions. From 2012 to 2019, he worked at the Canadian Imperial Bank of Commerce (CIBC), both in the front-line branch environment and head office, where he led a portfolio of enterprise transformational initiatives.

Idrees holds an MBA from the Australian Institute of Business specializing in marketing management and is a certified Project Management Professional (PMP®). He is the Co-Chair of the Canadian Multicultural Business Resource group that seeks to leverage diverse talent by promoting recruitment, professional development and networking opportunities for all ethnically diverse employees.

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Adrian Lake

Regulatory Relations and Credentialing Policy

Adrian is responsible for regulatory affairs at CSI and ensures that products and services meet the requirements of the financial industry and regulators. Adrian is also CSI’s liaison with the Securities Commissions and other regulators, including CIRO, the Ontario Securities Commission, and the Financial Services Regulatory Authority of Ontario.

Prior to joining CSI, Adrian worked as a regulatory project manager in the capital markets industry and in retail banking business controls. He has extensive experience in developing and operating regulatory compliance programs, which included the global corporate banking loan book transition from LIBOR and the implementation of MiFID II compliance in the UK. Adrian was called to the Bar of Ontario in 2019. He has Master of Business Administration and a Juris Doctor, both from Dalhousie University.

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