Sun Life – December 2019

Norm Leblond Vice-President, Chief Underwriter and Claims Risk Officer
Norm Leoblond

Sun Life is pleased to announce the appointment of Norm Leblond as VP, Chief Underwriter and Claims Risk Officer.

In his new role, Norm will lead the Underwriting and Claims Risk Management teams promoting excellence and consistency in underwriting risk assessment and claims adjudication across Canada. He will also lead the Vendor Management team and have oversight of the Medical Consultants supporting Canadian underwriters, and life, critical illness and long-term care claim adjudicators. Recently, Norm has led the Individual Life & Health Underwriting function for Canada and the English Caribbean at Swiss Reinsurance.

Norm brings a deep technical knowledge and a positive and goal-oriented attitude to his role. Earlier this year, Norm was an inductee into the Association of Home Office Underwriters Hall of Fame.

SLF Inc. is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients. Sun Life has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of September 30, 2019, Sun Life had total AUM of $1,063 billion.

Franklin Templeton Investments – November 2019

William (Bill) Tsotsos, BA, MBA, CFA, Head of Institutional
Bill Tsotsos

Leveraging his extensive experience in institutional business development, client service and consultant relations, Bill is responsible for leading the firm’s Canadian institutional business strategy in all facets, including sales, relationship management and consultant relations. An industry veteran with more than two decades of financial services experience, Bill was previously Senior Vice President and Head of Canada overseeing Institutional, Sub-Advisory and Consultant Relations distribution efforts at BrightSphere Investment Management, formerly known as Old Mutual Asset Management.

Bill has also served as a Managing Director at Baring Asset Management and held senior roles at Scotia Cassels Investment Counsel, PIMCO and Standard Life Investments. Before entering the asset management field, Bill was a senior asset consultant and manager research professional.

Manmeet Bhatia, CFA, LIFA, CLU, CFP, CIM, Head of Private Wealth
Manmeet Bhatia

Drawing from more than two decades of financial industry experience, Manmeet manages and directs the firm’s private wealth strategy in Canada to meet the evolving investment and wealth management needs of discretionary and high net worth clients. He oversees the private wealth channel, inclusive of Fiduciary Trust Canada and FTC Investor Services Inc.

Prior to joining Franklin Templeton, Manmeet held executive and senior leadership positions at wealth and asset management firms. He was SVP, Online Brokerage and Digital Wealth Product, and chief wealth correspondent for Aviso Wealth; CIO and SVP, Product Development for Qtrade Financial Group; and director of Product Management at Assante Asset Management.

Sun Life Global Investments

Jordy Chilcott, President, Sun Life Global Investments and Senior Vice-President, Investment Solutions, Sun Life

Jordy Chilcott

Sun Life Global Investments is pleased to announce the appointment of Jordy W. Chilcott as President, Sun Life Global Investments and Senior Vice-President, Investment Solutions, Sun Life.

Since joining Sun Life Global Investments in 2017 as Head of Investment Distribution, Jordy has overseen the development and strategic growth of the distribution team. Sun Life Global Investments now serves more than 600,000 investors across Canada.

A seasoned wealth management executive, Jordy’s extensive career in financial services
includes leading Scotiabank’s global asset management business. He was also the President and CEO of Dynamic Funds. Jordy has significant experience in distribution and in guiding large sales teams to drive success.

As President, Jordy will oversee Sun Life Global Investments, driving Client outcomes through the firm’s focus on investment performance and distribution excellence in both the retail and institutional channels.

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Sun Life Global Investments (Canada) Inc. is a member of the Sun Life group of companies.

John Killeen, National Sales Manager, Sun Life Global Investments

John Killeen

Sun Life Global Investments is pleased to announce the appointment of John Killeen as National Sales Manager, Wealth Distribution.

John is a seasoned sales executive with an extensive career in financial services, which includes leading BMO Global Asset Management’s national sales team as well as other senior roles across asset management over the past 25 years. John has significant experience in distribution and sales strategy, and in managing large sales teams to drive success.
In his new role, John will lead SLGI’s national sales team and will drive the plans and strategies for developing SLGI’s investment business across all retail investment products in Canada.

John’s established track record of managing large, high-performing teams, as well as his conviction in the value of advice and improving outcomes for clients across Canada make him a welcome addition to Sun Life Global Investments.

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Samantha O’Neill

Chief Marketing Officer

Sun Life Canada is pleased to announce the appointment of Samantha O’Neill to the company’s Client Experience Office Leadership Team in the role of Chief Marketing Officer, Canada.

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Kate Nazar

Vice President, Strategy and Market Development, Group Retirement Services

Sun Life is pleased to announce the appointment of Kate Nazar as VP, Strategy and Market Development, in the Group Retirement Services team.

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Jean-Michel Lavoie

Regional Vice President, Quebec Region, Group Retirement Services

Sun Life is pleased to announce the appointment of Jean-Michel (JM) Lavoie as RVP, Quebec Region, Group Retirement Services. In this role, he leads, manages and coaches a team of high performing Business Development and Client Relationship Executives.

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Investment Executive – May 2019

Appointment Notice


Micol Haimson
Senior Vice President and Branch Manager,
Montreal flagship branch

It is with great pleasure that we welcome Micol Haimson to Raymond James Ltd., as Senior Vice President and Branch Manager of our Montreal Private Client Group flagship branch.

Micol joins our Montreal team after a 20 year career of senior executive roles in wealth management at a major Canadian bank.

Read more

Investment Executive – January 2019 


Franklin Templeton Investments is pleased to announce two new appointments to our distribution teams: Michael Theodor and Justin Belliveau.

Michael Theodor

Vice President, Strategic Relationships and Distribution, Toronto

Toronto-based Michael Theodor, CIM, will work closely with head office executives, investment analysts and platform decision-makers across Canada to help them develop the specialized solutions they need to achieve their business goals. Michael will draw on his diverse investment background and relationship-building expertise gained over more than 20 years in the financial industry.

Justin Belliveau

Vice President, Regional Sales, New Brunswick, Prince Edward Island

Justin Belliveau joins Franklin Templeton’s retail sales channel in New Brunswick and Prince Edward Island.

Born, raised and now based in Moncton, N.B., Justin has a local’s deep understanding of the region’s people and their investment needs, having worked since 2005 with advisors in the life insurance industry. A dynamic combination of financial industry experience and a background in actuarial science makes him a great resource for helping advisors grow their business by finding a better solution for their clients.

© 2019 Franklin Templeton Investments Corp. All rights reserved.

Investment Executive – December 2018

TC Media is pleased to announce the appointment of Stefanie MacDonald to the position of Group Publisher, Investment and Advisor Groups. In this capacity, she will drive the strategy and oversee the sales and editorial teams for the flagship multiplatform brands Investment Executive, Finance et Investissement, Advisor’s Edge and Conseiller. Read more

Stefanie MacDonald

Group Publisher, Investment and Advisor Groups

Investment Executive – September 2018

Franklin Templeton Investments

Franklin Templeton Investments is pleased to announce two key appointments to their Regional Sales teams in Western Canada: Jocelyn Duncan and Russell Berezowski.  Read more

iA Financial Group

The iA Financial Group Board of Directors is proud to announce the appointment of Denis Ricard to the position of President and Chief Executive Officer, effective September 1, 2018. Read more

Investment Executive – August 2018

Arrow Capital Management

Arrow Capital Management is pleased to announce four appointments in its Toronto office. Arrow Capital welcomes Ted Whitehead as Managing Director & Senior Portfolio Manager, Pierre Lalonde as Managing Director, Sales, Scott Trimm as Managing Director, Sales, and Lyn Wang as Risk Analyst & Trade Operations. Read more

Investment Executive – July 2018

Canadian Life and Health Insurance Association (CLHIA).

Mark Sylvia, President and CEO of The Empire Life Insurance Company has been elected Chair of the Board of Directors of the Canadian Life and Health Insurance Association (CLHIA).

Mr. Sylvia joined Empire Life as President and Chief Executive Officer in June 2014. He is also Chair of the Board of Directors for Empire Life Investments. He has more than 35 years of experience in the financial services industry, many in a leadership role where he has successfully grown companies by focusing on service, simplicity and strategic partnerships. Read more

Investment Executive – May 2018


SSQ Insurance’s Chief Executive Officer Jean-François Chalifoux is pleased to announce the
appointment of Geneviève Fortier as Senior Vice-President of Distribution.

A seasoned leader, Geneviève most recently held the position of Senior Vice-President at
McKesson Canada where she successfully managed several portfolios. She has also held senior
positions in a number of large organizations. Read more

Investment Executive – March 2018


As Vice President, Business Development, Stéphane is responsible for overseeing our recruitment efforts across Canada, ensuring the success of PEAK Advisors in our network, managing PEAK’s Succession Plan Program and contributing to the firm’s strategic development, among other duties. Read more

To place an appointment notice or for more information, please contact:

Anna-Christina Di Liberto at  416-847-8154 (