Cross-Sector Roundtables
Acquisition Roundtable
The CLA’s Acquisition Roundtable brings together leading banks, credit unions, fintechs, and specialty finance companies across Canada to strengthen top-of-funnel growth across the full lending lifecycle. The group focuses not only on attracting net-new borrowers through smarter channel strategy, digital marketing, embedded partnerships, and data-driven origination, but also on driving responsible upsell, cross-sell, refinancing, credit […]
27
Companies
Overview
The CLA’s Acquisition Roundtable brings together leading banks, credit unions, fintechs, and specialty finance companies across Canada to strengthen top-of-funnel growth across the full lending lifecycle. The group focuses not only on attracting net-new borrowers through smarter channel strategy, digital marketing, embedded partnerships, and data-driven origination, but also on driving responsible upsell, cross-sell, refinancing, credit line expansion, and new loan opportunities within existing portfolios. By addressing both new client acquisition and portfolio deepening, the Roundtable helps members improve cost of acquisition, increase customer lifetime value, and unlock sustainable growth across the Canadian lending spectrum.
Visit the CLA’s Calendar to view all upcoming Roundtables.
To inquire about joining this roundtable, reach out to info@canadianlenders.org.
Please note: it is important that CLA members do not engage, under the auspices of the CLA, in coordinated behaviors or practices that restrict competition or target competitors who are not members of the CLA. It is critical that CLA staff and CLA members abide by these guidelines which are designed to avoid not only actual wrongdoing but also the appearance of wrongdoing. To that effect, CLA members should generally refrain from sharing with each other any confidential sensitive commercial information such as pricing, capacity, expansion, business plans etc.
Members
Amar Samra
VP, Business Development & Enterprise Partnerships
Jeff Schwartz
CEO
Samantha Horton
VP Account Acquisition
Michael Vickar
Senior Director, Business Growth
Hashem Aboulhosn
Chief Growth Officer (CGO)
Victor Harfuch
Chief of Risk
Christopher Mountain
Acquistion
Nathan Slee
CEO
Ahmed Waqar
VP Finance & Risk
Jitin Bindish
Senior Vice President, Solutions. Americas
Stephanie Wood
Marketing Manager
Ahmed Khairat
Vice President Retail Credit
Karim Nanji
CEO
Justin Gillard
SVP Canadian Branch Operations
Steve McSherry
Director of Business Development
Vaibhav Pawar
Managing Director
David Duke
Director, Customer Acquisition & Growth
Alex Nazha
Head of Gatestone Digital & VP, Client Solutions
Sacha Mamontow
Head of Cards & Fintech Market Development
Samuel Medjuck
Founder
Michael King
Director Business Development
Participating Companies
27 companies are represented in this roundtable, including members whose individual staff are kept confidential on this page.
