Industry moves: National Bank scores BMO Nesbitt Burns team

Each week, we summarize notable moves across the financial industry.

• David Boyd has joined National Bank Financial as a senior wealth advisor and portfolio manager. Boyd moved from BMO Nesbitt Burns, where he spent 26 years. He leads a team of five with nearly $900 million in assets under management.
• John Forseth has joined Wellington-Altus Private Wealth after six years with Scotiabank. The portfolio manager was previously a branch manager at TD Private Wealth Management, and also served in several roles with ATB Financial over more than a decade, including director of strategic markets in business banking. Jacqueline Rodney has been appointed vice-president (VP) of operations at Wellington-Altus, where she will be focused on the firm’s private counsel and private wealth businesses. She brings more than 30 years of experience in financial services operations, most recently as VP of operations at Worldsource Wealth Management. She’s also held director-level roles at CIBC in field risk services, and at ING Direct Canada/Tangerine Bank in registered products, investments and shared services.
• Brad Bay and Greg Bay have formed Bay Capital Management, an investment counselling team, joining Canaccord Genuity Wealth Management Canada. Brad Bay, a senior portfolio manager, was previously with Cypress Capital Management Ltd. for eight years, and has experience as an investment banking analyst. Greg Bay, formerly a managing partner at Cypress Capital, joins as a customer service representative.
• Branden Mosher has joined Matthews McDonough Financial Planning as a partner and certified financial planner. Mosher has more than two decades of industry experience, including senior roles with Great-West Life and Freedom 55 Financial. He was most recently regional VP of wealth platforms at Canada Life.
• Tiffany Harding has rejoined RBC Dominion Securities as a financial planner after six years with other firms. She previously spent 14 years with RBC, including as a regional financial planning consultant, before leaving in 2019 for senior positions with Gluskin Sheff & Associates Inc., Manulife Wealth and Barometer Capital Management, where she was head of wealth and estate planning services and a family wealth advisor.
• Asmita Kanungo has joined Palos Wealth Management as head of wealth and client experience. She was previously VP of business acquisition at Richardson Wealth for nearly three years, and before that worked with Aviso Wealth for more than four years, including as national director of ESG practice management. Kanugo brings more than 25 years of experience in wealth and asset management in all, with a focus on wealth advisory, client relationship management and portfolio strategy.
• Richard Nino has been appointed a senior advisor to both Montrusco Bolton Investments Inc. and Walter Global Asset Management, following Walter GAM’s purchase of a minority stake in Montrusco Bolton earlier this year. Based in Boston, Nino will support Montrusco’s international investment strategies, while for Walter GAM, he will identify and engage U.S.-based investment opportunities for the firm’s asset management-focused private equity strategy. He brings 35 years of leadership and investment experience, including with AGF Investment Americas Inc., several U.S. investment management start-ups and Fiera Capital, where he helped to build its U.S. and international footprint.
• Kathleen Cooney has been appointed executive director at CIBC Mellon, supporting the firm’s asset manager segment. She brings 20 years of experience in operations and compliance roles, including as chief operating officer and chief compliance officer at Marret Asset Management Inc.
• Alexis Gerbeau has been promoted to chief financial officer (CFO) of Manulife’s Canadian division from VP and chief actuary. He joined Standard Life’s Canadian business, which was later acquired by Manulife, in 2001 as VP and appointed actuary. Sarah Chapman has been promoted to chief marketing officer (CMO) of Manulife Canada from CMO of Manulife Wealth and Asset Management. She also leads the firm’s global digital transformation and sustainability agenda with responsibility for AI adoption.
• Anthony Habis has been appointed group head of North America at FNZ, in addition to his role as group chief commercial officer. In his new role, he will support the firm’s expansion in North America, where demand for its AI-enabled, end-to-end wealth management platform is growing. Habis, who previously led FNZ’s Asia Pacific region, has more than 25 years of global leadership experience across wealth and asset management, including senior roles at MA Financial Group (Moelis Australia) and BNY Mellon.
• Anne Corona has been appointed North America CEO of Aon plc. She succeeds Lori Goltermann, who has spent more than 30 years with the firm, and will become vice-chair as of March 31. Corona has served in various roles at Aon for 25 years, most recently as CEO of enterprise clients and global chief commercial officer. Farheen Dam, who joined the firm in 2022 as North America health solutions leader, has taken on the role as CEO of enterprise clients and chief client officer. A search for a global chief commercial officer is underway.
• Emmanuelle Leclerc-Granger has been appointed executive vice-president, CFO and chief information officer at La Caisse. She brings 20 years of experience in financial management, international taxation, treasury, IT and other areas, having worked with KPMG in audit and financial services with multinational companies, and as CFO of Cirque du Soleil Entertainment Group.
• Scott MacKenzie has joined Nour Private Wealth Inc. as an independent advisor to the board. A financial services executive with 30 years of experience, MacKenzie is a former president of Fidelity Clearing Canada. His appointment is aimed at supporting the firm’s growth, enhancing its governance standards to meet institutional benchmarks and strengthening investment infrastructure and operational frameworks after its parent company, Nour Private Management Inc., purchased investment fund manager Goodwood earlier this year.
• Ben Gully will join the Basel Committee on Banking Supervision in August as secretary general for a three-year appointment. For the past three years, Gully has served as a deputy superintendent at the Office of the Superintendent of Financial Institutions (OSFI). He first joined OSFI in 2001, serving in progressively senior roles focused on Basel II implementation and supervision of systemically important banks. He stepped away to join the Australian Prudential Regulation Authority as chief risk officer for two years, returning to OSFI in 2017.
• Deanna Steblyk has been appointed vice-chair of the Alberta Securities Commission (ASC) for a six-year term, replacing Tom Cotter who is retiring after 12 years in the role. The securities lawyer and former litigator joined ASC in 2008 as senior litigation counsel and has served as senior special counsel to the vice-chairs for the past nine years.
• Ontario Securities Commission has announced several new members of its securities proceedings advisory committee. Dan Thomas of Ghahhary Thomas LLP, Stacey Reisman of Torys LLP, Madison Robins of Lenczner Slaght LLP, and Daniel Szirmak of Blake, Cassels & Graydon LLP, have joined the committee for three-year terms. They replace Simon Bieber of Adair Goldblatt Bieber LLP, Raphael T. Eghan of Dentons Canada LLP, and Lauren Tomasich of Osler, Hoskin & Harcourt LLP, whose terms have concluded. The term of current member Samantha Gordon of McMillan LLP has also been extended.
• Eleanor Marshall and Ali Solehdin have joined the board of the Ombudsman for Banking Services and Investments as community directors, while Ron Smith has completed his term. Marshall, previously a senior VP and treasurer of BCE and Bell Canada and president of Bell’s pension fund subsidiary, brings more than three decades of experience in treasury, pension fund management, capital markets and investor relations. Solehdin brings two decades of experience in tech, including in digital transformation, cybersecurity and artificial intelligence, and is currently a director for Consumer Protection B.C.

If you know of other people moves in the financial industry and/or would like us to consider your announcement, email Alisha Hiyate at alisha.h@newcom.ca.