Franklin Templeton Canada announces new head of Private Wealth

Firm also unveils new Head of Institutional to drive business forward

Franklin Templeton Canada announces new head of Private Wealth

Franklin Templeton Canada today announced the hiring of Manmeet Bhatia, CFA, as head of Private Wealth, and William (Bill) Tsotsos, CFA, as head of Institutional. Bhatia will help drive the expansion of the firm’s private wealth business, and Tsotsos will help grow and develop its institutional business in Canada. 

“After 65 years in the Canadian market, our commitment to providing exemplary service and investment solutions for our clients continues to remain strong,” said Duane Green, president and CEO, Franklin Templeton Canada. “As the private wealth and institutional spaces evolve, we are deepening our bench with the leadership additions of Manmeet and Bill to better address the multifaceted needs of our clients.”

The company’s press release said:

New Head of Private Wealth

Drawing from more than two decades of financial industry experience, Bhatia is managing and directing 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 is overseeing the private wealth channel, inclusive of Fiduciary Trust Canada, FTC Investor Services Inc. and other strategic initiatives, reporting to Green in Toronto.

Prior to joining Franklin Templeton, Bhatia 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 Wealth Management.

Bhatia is a CFA charterholder, Licensed International Financial Analyst (LIFA), Chartered Life Underwriter (CLU), Canadian Investment Manager (CIM) and Certified Financial Planner (CFP). He is a graduate of I.H. Asper School of Business with a Bachelor of Commerce degree, majoring in finance, from the University of Manitoba.

New Head of Institutional

Leveraging his extensive institutional business development, client service and consultant relations experience, Tsotsos is responsible for leading the firm’s Canadian institutional business strategy in all facets, including sales, relationship management and consultant relations. Based in Toronto and reporting to Green, he is collaborating with the firm’s portfolio managers, product specialists, client service and marketing teams to execute its sales plan and grow Franklin Templeton’s institutional business.

An industry veteran with more than two decades of financial services industry experience, Tsotsos has experience working with all types of institutional investors, including the sub-advisory channel and its consultants and advisors. Prior to joining Franklin Templeton, Tsotsos was SVP and head of Canada for BrightSphere Investment Group (formerly Old Mutual Asset Management), where he oversaw its institutional business. Prior to that, he was a managing director at Baring Asset Management, where he led business development, consultant relations and client service in Canada.

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