Worldsource – August 2020
Giorje Kaniouras, Vice President, Partnerships and Business Development, Eastern Canada, for Worldsource Financial Management Inc. (MFDA dealership) and Worldsource Securities Inc. (IIROC dealership) (collectively, ‘Worldsource’).
Worldsource hires new executive to join Partnerships and Business Development team—deepens service offering and execution potential.
Worldsource is pleased to announce the appointment of Giorje Kaniouras, as Vice President, Partnerships and Business Development, Eastern Canada, for Worldsource Financial Management Inc. (MFDA dealership) and Worldsource Securities Inc. (IIROC dealership) (collectively, ‘Worldsource’).
The appointment of Giorje Kaniouras to the Worldsource leadership team adds to the momentum the organization is experiencing across both entities. The success of our partnerships with independent Advisors and wealth management organizations requires that they interact with talented and skilled individuals who apply their business acumen to their roles. Giorje brings a wealth of direct experience to help make these connections and grow our business. In bringing these skills to Worldsource, Giorje joins Trish Nielsen, Vice President, Partnerships and Business Development, Western Canada, Richard Rizi, Senior Director, Investment Services and Pooja Wallia, Director, Partnerships and Business Development, in supporting independent Advisors across Canada.
Giorje joins Worldsource with over 20 years’ industry experience gained with leading dealerships. This authenticity has resulted in him successfully developing and implementing wealth management strategies and influencing distribution channels, including asset management, wholesale finance, online brokerage and digital investing. He strongly believes in the value of advice and enhancing the financial outcomes for clients across Canada.
His appointment complements and enhances the depth of the Worldsource leadership team furthering our position to develop and deliver solutions that advance the growth of the firm. Directly before joining Worldsource, Giorje held the role of VP, Partnerships and Business Development for a leading wealth management firm. He also served as the National Sales Manager for a Schedule 1 chartered bank. In this role, he led a team that was responsible for partnership and development efforts across various channels. Earlier in his career, Giorje held progressively senior roles with major Canadian financial services organizations.
Worldsource proudly supports the independent Advisor channel, offering access to leading-edge technology, a consultative compliance approach and robust and sophisticated product solutions, including ETFs. We are part of Guardian Capital Group Limited (Guardian), a respected and diversified financial services company with a growing global reach, and founded in 1962. Guardian operates in two main business areas, Asset Management and Financial Advisory, with offices in Canada, the US and the UK. Its stocks trade on the Toronto Stock Exchange. As of March 31, 2020, Guardian had C$27.5 billion AUM and $18.2 billion AUA.
Sun Life Global Investments – June 2020
John Killeen, Head of Investment Distribution, Sun Life Global Investments
Jordy W. Chilcott, President of Sun Life Global Investments, is pleased to announce the appointment of John Killeen as Head of Investment Distribution.
John is a seasoned sales executive with an extensive career in financial services. He joined Sun Life Global Investments in 2019 as National Sales Manager, Wealth Distribution. Before that, John held a series of increasingly senior roles at BMO Global Asset Management since 1994.
John has significant experience in distribution and sales strategy, as well as managing large sales teams to drive success. He possesses a strong background across e-wholesaling, training and sales enablement strategies. He is a firm believer in the value of advice and improving outcomes for clients across Canada.
In his new role, John’s mandate will expand to include responsibility across all of Sun Life Global Investments’ distribution businesses. John will also continue to lead the Sun Life Global Investments’ Wealth Distribution wholesaling team, managing relationships with retail financial advisors across Canada. In this, he will drive the plans and strategies for developing Sun Life Global Investments’ distribution business to achieve its sales growth goals, holistically, across all distribution channels.
John’s established track record of managing large, high-performing teams makes him a valued member of the Sun Life Global Investments team.
Sun Life Global Investments (Canada) Inc. is a member of the Sun Life group of companies.
CLHIA – June 2020
Jean-François Chalifoux, Chair of the Board of Directors of the Canadian Life and Health Insurance Association (CLHIA)
Jean-François Chalifoux, Chief Execu-tive Officer of SSQ Insurance has been elected Chair of the Board of Directors of the Canadian Life and Health Insurance Association (CLHIA).
Founded in 1944, SSQ Insurance is now one of the largest insurance compa-nies in Canada, with $13 billion in assets under management.
Jean-François holds a bachelor’s de-gree in actuarial sciences from Laval University, is a Fellow of both the Cana-dian Institute of Actuaries and the Casu-alty Actuarial Society, and is a graduate of the Queen’s Executive Development Pro-gram. Prior to joining SSQ Insurance in 2015, he held several executive roles with major Canadian insurance companies.
The CLHIA is a voluntary association whose member companies account for 99 per cent of Canada’s life and health in-surance business. The industry provides a wide range of financial security prod-ucts such as life insurance, annuities (in-cluding RRSPs, RRIFs and pensions) and supplementary health insurance to al-most 29 million Canadians. It also holds over $850 billion in assets in Canada and employs more than 156,000 Canadians.
Sun Life – December 2019
Norm Leblond Vice-President, Chief Underwriter and Claims Risk Officer
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
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
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
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.
Sun Life Global Investments (Canada) Inc. is a member of the Sun Life group of companies.
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.
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.
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.
Investment Executive – May 2019
RAYMOND JAMES WELCOMES
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.
Investment Executive – January 2019
HEADLINE: GROWING OUR TEAM TO SERVE YOU BETTER
Franklin Templeton Investments is pleased to announce two new appointments to our distribution teams: Michael Theodor and Justin Belliveau.
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.
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
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 (email@example.com)