Stefan Kristjanson retiring from Great-West Lifeco
Jeff Macoun named president and COO, Canada
- By: Anne-Marie Vettorel
- October 18, 2018 October 17, 2019
- 10:15
Jeff Macoun named president and COO, Canada
Kanesh Lakhani succeeds Jayne Sutcliffe
Edmond Walters previously served as CEO and founder of eMoney Advisor
Andrew Kemp succeeds Mike Robinson
Surjit Rajpal and Gilles Ouellette will retire in 2019
Jacques Lussier receives award for his outstanding contribution to CFA Institute education programs
Kristin Ramlal will receive the award at the Distinguished Advisor Conference in Quebec City in November
Shane Clifford will focus on global strategy and business development
Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath
Paul Allison of Raymond James elected chairman
Kevin McCreadie named CEO and Judy Goldring named president
An investment industry veteran and a respected academic are recognized for their contributions to financial planning
Hilary Pearson plans to leave the organization in 2019
Jennifer Tozser’s team previously worked previously at CIBC Wood Gundy
Annamaria Lusardi honoured for research to advance investor protection and financial capability
Donald LeCavalier has accepted an appointment with Transcontinental
Laura Belloni succeeds Kim Lachapelle
David Tulk joins as portfolio manager for four products
Sonal Desai will succeed Chris Molumphy at the end of the year
Alex Bellefleur joins as chief economist; Blair Ireland hired as portfolio manager
John Valentini appointed president and CEO of the firm’s private investments
Scott Hartz promoted to chief investment officer
The decision helps reduce one of the immediate uncertainties surrounding Brexit
Robert Duncan name senior vice president, institutional strategy
Jacques Martin succeeds Jocelyne Bourgon.