Manulife Securities – February 2021
Richard McIntyre, Head of Sales, Manulife Securities
Manulife Securities is pleased to announce the appointment of Richard McIntyre as the new Head of Sales, effective immediately.
Richard will be based at Manulife Securities’ head office in Oakville and will report to Rick Annaert, President & CEO, Manulife Securities.
Prior to his appointment to this position, Richard was Head of Wealth Management Financial Advisory Division at Dundee and Managing Director & Head of Scotia Private Client Group, Richard has led key aspects of the wealth management industry, working with independent financial advisors in Canada and the UK for over 20 years. Richard will share his leadership, operational experience, and passion for customer care with Manulife Securities.
“A strong and passionate group of leaders is key to our goal of bringing the best to our advisors every day. Richard is a driven leader who is pragmatic in his approach, and has successfully executed transformational strategy to improve and increase client and advisor satisfaction,” commented Manulife Securities.
Manulife Bank – January 2021
Lysa Fitzgerald, Manulife Bank Vice President, Sales
Lysa has more than 25 years of private and business banking experience in the financial services industry, focused on high net worth clients. She works collaboratively with other Bank leaders and her Sales Leadership Team to drive retail and business sales growth through our advisor, broker and direct channels, and cultivates a high performing sales team where people build their careers and realize their potential.
Mario Cloutier, Manulife Bank National Head of Broker Sales
Mario is a seasoned veteran of the financial services industry with more than 20 years of experience in the mortgage broker channel. He’ll play an instrumental role in leading our dedicated Mortgage Broker sales across Canada. He will lead a team whose goal is to help you maximize your mortgage sales and deliver a holistic suite of banking solutions to your clients.
Tim Gillrie, Manulife Bank National Head of Advisor Sales
Tim is a retail banking expert with more than 18 years of secured lending and advisor business experience. In his new role, he will be responsible for leading Advisor sales across Canada, helping financial advisors maximize their mortgage, specialized insurance lending, business banking and deposit opportunities. He’ll help you grow your business through banking and mortgage solutions tailored to your clients’ unique needs.
Picton Mahoney Asset Management – October 2020
Picton Mahoney Asset Management Welcomes Industry Leader Michael Lynds as Managing Director, Head of Retail Business
Picton Mahoney Asset Management Welcomes Industry Leader Michael Lynds as Managing Director, Head of Retail Business
Picton Mahoney Asset Management (“Picton Mahoney”), an alternative investment fund manager of the Picton Mahoney Fortified Alternative Fund family, the largest offering1 of liquid alternative funds in Canada, is thrilled to announce that Michael Lynds has joined the company as the Managing Director, Head of Retail Business.
A respected industry veteran of nearly 25 years in the financial services and fintech sectors, Lynds’ experience is multifaceted and global. He comes to Picton Mahoney after having worked with international wealth management and technology firms of all sizes, most recently as Vice President of Global Wealth, Intellectual Property and Consulting at CGI. There, he managed a team spanning North America and Europe with whom he helped drive product development and oversaw business development activity while helping to incubate new technology capabilities on behalf of wealth management firms.
“We’re thrilled to have Michael join our firm to deepen our roster with his high-impact expertise at an incredibly pivotal time,” said David Picton, President, CEO and Portfolio Manager at Picton Mahoney. “Today, many Canadian investors find themselves at an uncertain crossroads in their financial plans. It has always been our goal at Picton Mahoney to help investors reach their long-term financial goals with greater certainty. Canadians may now benefit from having a leader of Michael’s caliber in their corner, helping them stay the course through different market cycles using alternative investment solutions.”
“The opportunity to return to my financial services roots with Picton Mahoney is one of the easiest decisions I’ve made in my career,” said Michael Lynds, Managing Director, Head of Retail Business at Picton Mahoney. “Investors are asking to be empowered with choice in their financial investments and by the companies with whom they choose to work. I look forward to harnessing the technologies that will deliver the next phase of growth in alternative investment solutions, with the objective of providing investors the partnership and desired investment outcomes they deserve.”
Entrusted with $7.6 billion (as of September 30, 2020) in assets under management and with impressive experience through all market cycles, Picton Mahoney remains an innovator in investment management. The firm is proud to remain Canadian, 100 per cent employee-owned and continues to focus on its objective of helping investors achieve their financial goals with more certainty.
To learn more about Picton Mahoney’s full family of funds, please visit pictonmahoney.com.
1Based on the number of liquid alternative mutual funds offered in Canada within a single fund family as at September 30, 2020
About Picton Mahoney Asset Management
Picton Mahoney Asset Management specializes in differentiated investment solutions and rules-based volatility management. Picton Mahoney helps its clients fortify their portfolios based on experience honed over the years through different market cycles and investing environments.
Worldsource – August 2020
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’)
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.
To place an appointment notice or for more information, please contact:
Julia Sokolova (firstname.lastname@example.org)