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
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.
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Victor Dodig
CIBC
Randy Ambrosie
3Macs
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
Wealthsimple
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
BBSL
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
HollisWealth
Elie Nour
Manulife Securities
Rob Jones
Horizon Partners HollisWealth
Deb Abbey
Responsible Investment Association
Stewart Gavin
Gavin Management Group
Greg Pollock
Advocis
Connie Craddock
Ontario Securities Commission Investor Advisory Panel
Paul Tyers
Wealth Stewards
