Hot List 2020

Wealth Professional spotlights 50 men and women who have had a major impact on the wealth management industry over the past 12 months

Hot List 2020

There are many individuals throughout the financial industry with the power to significantly affect advisors’ work, from the top decision-makers at Canada’s largest financial institutions to the heads of fund providers, regulatory bodies and major advisory firms.

This year’s Hot List shines a light on 50 of these professionals, all of whom have made an indelible mark on the wealth management landscape over the past 12 months. Whether they’ve pioneered a new investment innovation or tirelessly advocated for advisors, their collective contributions are a large part of what makes Canada’s wealth management industry so strong.

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Kevin Gopaul, BMO Global Asset Management

Kevin Gopaul, BMO Global Asset Management

Charlie Spiring, Wellington-Altus Private Wealth

Charlie Spiring, Wellington-Altus Private Wealth

David McKay, RBC

David McKay, RBC

David Cusson, Echelon Wealth Partners

David Cusson, Echelon Wealth Partners

Camilla Sutton, Women in Capital Markets

Camilla Sutton, Women in Capital Markets

Claire Van Wyk-Allan, Alternative Investment Management Association Canada

Claire Van Wyk-Allan, Alternative Investment Management Association Canada

Sean Etherington, Assante Wealth Management

Sean Etherington, Assante Wealth Management

Paul Allison, Raymond James

Paul Allison, Raymond James

Mark Brisley, Dynamic Funds

Mark Brisley, Dynamic Funds

Damon Williams, RBC Global Asset Management

Damon Williams, RBC Global Asset Management

Mark Machin, Canada Pension Plan Investment Board

Mark Machin, Canada Pension Plan Investment Board

Som Seif, Purpose Investments/Purpose Financial

Som Seif, Purpose Investments/Purpose Financial

Tyler Mordy, Forstrong Global Asset Management

Tyler Mordy, Forstrong Global Asset Management

Roy Gori, Manulife

Roy Gori, Manulife

Bharat Masrani, TD Bank Group

Bharat Masrani, TD Bank Group

Darcy Hulston, Canoe Financial

Darcy Hulston, Canoe Financial

Victor Dodig, CIBC

Victor Dodig, CIBC

John Nicola, Nicola Wealth

John Nicola, Nicola Wealth

Barry McInerney, Mackenzie Investments

Barry McInerney, Mackenzie Investments

Greg Pollock, Advocis

Greg Pollock, Advocis

Kathy Bock, Vanguard Canada

Kathy Bock, Vanguard Canada

Pat Dunwoody, Canadian ETF Association

Pat Dunwoody, Canadian ETF Association

Louis Vachon, National Bank

Louis Vachon, National Bank

David Gunn, Edward Jones Canada

David Gunn, Edward Jones Canada

Steve Hawkins, Horizons ETFs

Steve Hawkins, Horizons ETFs

Craig Senyk, Mawer Investment Management

Craig Senyk, Mawer Investment Management

Pat Chiefalo, BlackRock

Pat Chiefalo, BlackRock

Cary List, FP Canada

Cary List, FP Canada

Dan Daviau, Canaccord Genuity Group

Dan Daviau, Canaccord Genuity Group

John Zerr, Invesco Canada

John Zerr, Invesco Canada

Kevin McCreadie, AGF Management

Kevin McCreadie, AGF Management

Jos Schmitt, NEO Exchange

Jos Schmitt, NEO Exchange

Rob Strickland, Fidelity Investments Canada

Rob Strickland, Fidelity Investments Canada

Michael Lee-Chin, Portland Holdings/Mandeville Group

Michael Lee-Chin, Portland Holdings/Mandeville Group

Fred Pye, 3iQ Corp.

Fred Pye, 3iQ Corp.

Louis Morisset, Canadian Securities Administrators

Louis Morisset, Canadian Securities Administrators

Darryl White, BMO Financial Group

Darryl White, BMO Financial Group

Paul Bourque, Investment Funds Institute of Canada

Paul Bourque, Investment Funds Institute of Canada

Raj Lala, Evolve ETFs

Raj Lala, Evolve ETFs

Kurt MacAlpine, CI Financial

Kurt MacAlpine, CI Financial

Jeff Carney, IG Wealth Management/IGM Financial

Jeff Carney, IG Wealth Management/IGM Financial

Michael Katchen, Wealthsimple

Michael Katchen, Wealthsimple

Greg Romundt, Centurion Asset Management

Greg Romundt, Centurion Asset Management

Bruce Cooper, TD Asset Management

Bruce Cooper, TD Asset Management

John Kelleway, Industrial Alliance Securities

John Kelleway, Industrial Alliance Securities

Brian Porter, Scotiabank

Brian Porter, Scotiabank

Karen Adams, Fundserv

Karen Adams, Fundserv

Jacques Goulet, Sun Life Financial Canada

Jacques Goulet, Sun Life Financial Canada

Stephen Poloz, Bank of Canada

Stephen Poloz, Bank of Canada

Bill Packham, Aviso Wealth

Bill Packham, Aviso Wealth