Marko Pencak, head of research, departs
The five portfolios contain a diversified asset mix of 10-15 funds from Sun Life Global Investments, Sun Life affiliates and third-party asset managers
Pools span Canadian, U.S. and global equities, as well as Canadian fixed income.
Leede Financial rep guaranteed a client account and placed discretionary trades
Industry veteran Neil Adshead brings mining industry expertise
RBC and PH&N funds available in tax-efficient solution
Franklin Templeton, RBC Global, and National Bank also honoured by research firm DALBAR
Income tax software company will continue to operate from Montreal
Funds managed by Robert Swanson and Geof Marshall
Three out of five expect their salaries to rise