Hot List 2019

WPC shines the light on 50 professionals who have had the greatest impact on the Canadian investment landscape over the past year

Hot List 2019

There’s no doubt that financials hold a dominant position in the Canadian market – and over the past year, their performance has eclipsed that of Canada’s other two market staples, materials and energy. Therefore, it’s little surprise that this year’s Wealth Professional Canada Hot List is dominated by luminaries from the financial sector.

However, WPC went beyond the major institutions and big banks to highlight the independent firms that have also carved out a niche for themselves and have had a significant impact on financial advisors. On the following pages, you’ll read about leaders who have overseen new product launches and innovative ideas and have served as advocates of the broader industry. Together, their contributions demonstrate the current state of the Canadian investment landscape and hint at the potential that lies ahead.

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Kathy Bock

Kathy Bock

Vanguard

Victor Dodig

Victor Dodig

CIBC

Stephen Poloz

Stephen Poloz

Bank of Canada

Tony Maiorino

Tony Maiorino

RBC Wealth Management Services

Michael Katchen

Michael Katchen

Wealthsimple

Paul Desmarais Jr.

Paul Desmarais Jr.

Power Corporation of Canada

Darcy Hulston

Darcy Hulston

Canoe Financial

Jeff Carney

Jeff Carney

IGM Financial Inc. and IG Wealth Management

Damon Williams

Damon Williams

RBC Global Asset Management

Dan Daviau

Dan Daviau

Canaccord Genuity

Katie Walmsley

Katie Walmsley

Portfolio Management Association of Canada

Barry McInerney

Barry McInerney

Mackenzie Investments

Michael Lee-Chin

Michael Lee-Chin

Portland Holdings

Shannon Lee Simmons

Shannon Lee Simmons

The New School of Finance

Sandra Stuart

Sandra Stuart

HSBC Bank Canada

David Gunn

David Gunn

Edward Jones

Rob Strickland

Rob Strickland

Fidelity Investment Canada

Bruce Linton

Bruce Linton

Canopy Growth

David I. McKay

David I. McKay

RBC

Steve Hawkins

Steve Hawkins

Horizons ETFs

Peter W. Anderson

Peter W. Anderson

CI Financial

Guy Cormier

Guy Cormier

Desjardins Group

Kevin McCreadie

Kevin McCreadie

AGF

Charlie Spiring

Charlie Spiring

Wellington Altus Private Wealth

Bernard Letendre

Bernard Letendre

Manulife Canada

Joe Oliver

Joe Oliver

Echelon Wealth Partners

Brian Hannasch

Brian Hannasch

Couche-Tard

Jacques Goulet

Jacques Goulet

Sun Life Financial Canada

Camilla Sutton

Camilla Sutton

Women in Capital Markets

John Hastings

John Hastings

Citibank Canada

Mark D. Thomson

Mark D. Thomson

Beutel Goodman Investment Counsel

Bruce Cooper

Bruce Cooper

TD Asset Management

Kyle Richie

Kyle Richie

The Richie Group, Investors Group Private Wealth

Galen G. Weston

Galen G. Weston

George Weston

Brian J. Porter

Brian J. Porter

Scotiabank

Bill Packham

Bill Packham

Aviso Wealth

Christopher J. Enright

Christopher J. Enright

Aligned Capital Partners

Kevin Gopaul

Kevin Gopaul

BMO Global Asset Management

Som Seif

Som Seif

Purpose Investments

Cary List

Cary List

FP Canada

David Ossip

David Ossip

Ceridian

Louis Vachon

Louis Vachon

National Bank

Chad Larson

Chad Larson

MLD Wealth Management, Canaccord Genuity

Mark Machin

Mark Machin

Canadian Pension Plan Investment Board

Sean Etherington

Sean Etherington

Assante Wealth Management

Rob Bechard

Rob Bechard

BMO Global Asset Management

Raj Lala

Raj Lala

Evolve ETFs

John Kelleway

John Kelleway

Jos Schmitt

Jos Schmitt

Aequitas NEO Exchange

Claire Van Wyk-Allan

Claire Van Wyk-Allan