Investment dealer Raymond James Ltd. Wednesday announced two significant additions to its team of branch managers effective immediately.
David Finley joins the firm as senior vice president, branch manager of the Toronto flagship branch on the 53rd floor of Scotia Plaza. On the west coast, Sybil Verch takes on the role of vice president, branch manager at the firm’s Victoria branch.
Finley brings extensive experience in various senior roles in wealth management and as an entrepreneur. Most recently, he was co-president of Accretive Advisor, an online firm designed to help engage investors with compatible financial advisors. Prior to that, he held a senior national sales and marketing role at Wellington West. He was also founder, president and CEO of Clearsight Wealth Management Inc.
Verch joined Raymond James this past October from HSBC Securities. Over her 18 years as a financial advisor, she has delivered customized wealth management solutions to individual investors and their families in Victoria and across Vancouver Island. Verch has also been recognized as one of Vancouver Island’s Top 40 Under 40 professionals for her success in the financial services industry and especially for her passion for helping others through her volunteer interests.
“We are proud to welcome both David and Sybil to their new roles as Branch Managers with Raymond James,” says Terry Hetherington, executive vice president and head of the private client group. “Their professionalism, energy and service focus will benefit their teams of financial advisors and their clients, as well as many others across the firm.”