Investment Executive – June 2019

Appointment Notice

Sun Life, Canada

Rowena Chan

President, Sun Life Distributors (Canada) Inc. 

Sun Life, Canada, is pleased to announce the appointment of Rowena Chan as President, Sun Life Distributors (Canada) Inc.

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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.

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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 (