Hot List 2015

Meet the advisors and executives taking the Canadian wealth management industry into the future

Hot List 2015
Meet the advisors and executives taking the Canadian wealth management industry into the future

NEW TRANSPARENCY regulations, shifting compensation models, mergers and acquisitions – the volatility and change in the industry are unrelenting and greater than ever before. As the next phase of CRM2 comes into play, the Canadian wealth management industry will work through even more of that kind of upheaval. In anticipation, we’re seeing companies jostle for position this year. Who’s going to come out on top?

You’ll find a couple clues on this year’s Hot List, a look at just some of the industry stars shaping its agenda. Each has won a place on Wealth Professional’s second-annual list by capturing headlines in 2014/15 and leading their organizations to greater heights. As a group, they embody the excellence that characterizes Canadian wealth management.

About Our Sponsor

IA Clarington

At IA Clarington, we believe that investing has changed. Shifting investor demand and unprecedented access to information and products have created new challenges and new opportunities. We believe that the best results for investors will be achieved by being invested – not just in the markets, but in distinctive and outcome-based product solutions, and in active, trusting relationships with advisors. We market a wide range of investments to individual investors through their advisors, including actively managed mutual funds, portfolio solutions, socially responsible investments and target date funds. IA Clarington manages more than $15 billion in assets (as at March 31, 2015) and is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services, Canada’s fourth largest life and health insurance company.


Victor Dodig


Randy Ambrosie


Steve Meehan

Evolution Advisors

David Goodman

Dundee Corp.

Bhim Asdhir

Excel Funds Management

Pierre Lapointe

Jarislowsky, Fraser Limited

David McKay

Royal Bank of Canada

Joe Canavan

Canavan Capital

Jean-Guy Desjardins

Fiera Capital

Atul Tiwari

Vanguard Investments Canada

Thomas Caldwell

Caldwell Securities

Brian Peters

MD Financial Management

George Aguiar

GP Wealth

Michael Katchen


Kostas Andrikopoulos

Nicola Wealth Management

Chris Nicola

WealthBar Financial Services

Tea Nicola

WealthBar Financial Services

Hilliard Macbeth

Richardson GMP

Paul Desmarais, III

Power Financial and Power Corporation

Flavio Vani

Professional Association of Financial Services Advisors [PAFSA]

Harley Lockhart, CLU, CH.F.C.

Quail Ridge Financial

Som Seif

Purpose Investments

Jeffrey Tory

Pembroke Private Wealth Management

Tom McCullough

Northwood Family Office

John DeGoey


Joanne De Laurentiis

The Investment Funds Institute of Canada [IFIC]

Christine LaLiberté

Insightful Wealth Group HollisWealth

John Cook

Greenchip Financial

Arthur Salzer

Northland Wealth Management

Paul Tepsich, Scott Tomenson

High Rock Capital Management

Shafik Hirani

Shafik Hirani’s Private Wealth Management Practice of Aligned Capital Partners Ltd

Matthew Robinson

W.A. Robinson

David Christianson, BA, CFP, R.F.P., TEP, CIM

Christianson Wealth Advisors National Bank Financial

Carl Mustos

IA Clarington Investments

Paul Allison

Raymond James

Nader Hamid

Total Wealth Management Group HollisWealth

Michael Holden


Elie Nour

Manulife Securities

Rob Jones

Horizon Partners HollisWealth

Deb Abbey

Responsible Investment Association

Stewart Gavin

Gavin Management Group

Greg Pollock


Connie Craddock

Ontario Securities Commission Investor Advisory Panel

Paul Tyers

Wealth Stewards