After leaving his post as president of Wellington-Altus Private Wealth Inc. at the end of July, Jordy Chilcott is moving to Manulife Investment Management where he’ll be head of retail intermediary distribution for Canada.
Beginning Sept. 5, Chilcott will be responsible for developing and marketing new investment products, building the firm’s customer base and collaborating with third-party managers, a release from Manulife said. As a senior leader on the global retail team, he’ll also help identify opportunities across Manulife’s global retail business.
“Jordy’s previous experience has given him important insight on both asset management and wealth management business models, and he has a proven track record of assembling and enabling high-performing teams while empowering an entrepreneurial spirit to connect with clients on investment opportunities and find mutual success,” said Leo M. Zerilli, head of wealth and asset management, Canada, with Manulife Investment Management, in the release.
Chilcott had been with Wellington-Altus since December 2020. Before that, he held senior positions at firms including Sun Life Global Investments, Scotiabank and Dynamic Funds.
Dennis Stewner, executive vice-president, COO and chief financial officer at Wellington-Altus, is replacing Chilcott as president.
Here are other notable financial industry moves this week.
- Eric Culjat is now senior vice-president of digital innovation and data analytics with Horizons ETFs (Canada). He was previously associate vice-president of sales analytics and strategy with Guardian Capital Group. Culjat said in an online post that he’ll “leverage data-driven insights and technology.”
- Danick Dutrisac has joined Fiduciary Trust Canada as vice-president and portfolio manager. He brings more than 15 years of financial services experience, a release said, with his most recent role being a portfolio manager with MD Private Investment Counsel (the discretionary arm of MD Financial Management). Dutrisac had previously worked with Fiduciary Trust as an associate between 2013 and 2016.
- Anthony Zicha has joined Richardson Wealth in Montreal. His 25-year career started with Bank of Nova Scotia and he was most recently an associate portfolio manager with RBC Dominion Securities.
- Craig Hayman has been named a special advisor with the the Ontario Securities Commission, with a particular focus on issues related to the regulation and oversight of registered firms and individuals. A release noted that Hayman has more than three decades of industry experience, 17 of which were spent with Edward Jones. He’s also been an OSC commissioner and board member in the past. One of his goals in the new role, the release said, will be to improve registrant-client interactions through enhanced transparency.
If you know of other people moves in the financial industry and/or would like us to consider your announcement, email Katie Keir at email@example.com.