Appointments

Franklin Templeton promotes two veterans

Franklin Templeton Investments has promoted two staff to leadership roles in International Advisory Services. Dennis Tew has been appointed head of National Sales, Canada and will be responsible for leading the Canadian retail distribution team, effective December 1, 2016. As a 20-year veteran of the firm, he has held a number of senior roles in […]

By Staff |January 6, 2017

1 min read

Industry

More advisors move to Echelon from HollisWealth

The team led by Gerard Gardiner has joined Echelon Wealth Partners.

By Staff |January 5, 2017

1 min read

Industry

Manulife Investments appoints portfolio manager

Jaime Ramos Martin replaces Stephen Weeple, who has left Standard Life Investments (SLI), as portfolio manager of the Manulife Global Equity Unconstrained Fund and Manulife Global Equity Unconstrained Class, effective immediately. Read: Protect portfolios from bad corporate bonds Ramos Martin joins the five-person global equity team and reports to team head, Mikhail Zverev. The team’s […]

By Staff |December 15, 2016

1 min read

Industry

Howard Atkinson joins board of Hamilton Capital Partners

Toronto-based investment firm Hamilton Capital Partners has appointed Howard J. Atkinson to its board of directors.

By Staff |December 13, 2016

1 min read

Griffin named to Industrial Alliance board

Industrial Alliance Insurance and Financial Services Inc. has appointed Emma Griffin to its board of directors. Read: ‘Scale is what makes this thing work’: IA executive on Hollis purchase Griffin has extensive experience in securities and corporate finance. She is the co-founder of Oriel Securities, a mid-market brokerage firm and investment bank, headquartered in London. […]

By Staff |December 12, 2016

1 min read

OSC announces registrant advisory committee members

The Ontario Securities Commission (OSC) added members to its registrant advisory committee (RAC) for the 2017-2019 term. The RAC serves as a forum to discuss issues faced by registrants in interpreting and complying with Ontario securities law. It also provides feedback on the development and implementation of policy and rulemaking initiatives. Read: Compliance officers targeted […]

By Staff |December 5, 2016

1 min read

Group Medical Services appoints new president and CEO

As of November 20, 2016, John Salmond is president and CEO of Group Medical Services (GMS) and GMS Insurance Inc. He replaces David Blodgett, who retired at the end of October. Read: Offering health support services for clients Salmond has been vice-president of sales and marketing at GMS since August 2013, and has more than […]

By Staff |November 28, 2016

1 min read

CIBC Asset Management announces portfolio sub-advisor changes

Morgan Stanley Investment Management Inc. (MSIM) and Rothschild Asset Management Inc. are new portfolio sub-advisors for CIBC Asset Management Inc., effective on or about December 16, 2016, and January 24, 2017, respectively, for the following mandates: As sub-advisors, MSIM and Rothschild Asset Management join CIBC Asset Management, American Century Investment Management, Pzena Investment Management (Pzena) […]

By Staff |November 28, 2016

1 min read

Appointments

Franklin Templeton promotes two veterans

More advisors move to Echelon from HollisWealth

Manulife Investments appoints portfolio manager

Howard Atkinson joins board of Hamilton Capital Partners

Griffin named to Industrial Alliance board

The life and career of Viola Desmond: expert Q&A

OSC announces registrant advisory committee members

Franklin Templeton Investments CEO Reed to retire

Group Medical Services appoints new president and CEO

CIBC Asset Management announces portfolio sub-advisor changes