Denis Ricard, President and Chief Executive Officer of iA Financial Group, has been elected Chair of the Board of Directors of the Canadian Life and Health Insurance Association (CLHIA).
Denis Ricard
President and Chief Executive Officer of iA Financial Group
He has been President and Chief Executive Officer of iA Financial Group since September 2018. He is an engaged leader who values employee development in a learning, socially responsible organization.
Mr. Ricard began his career at iA Financial Group in 1985, after completing his actuarial studies at Université Laval. Over the years, he has assumed positions of increasing responsibility in sectors ranging from actuarial to business development to corporate management. He is a Fellow of the Canadian Institute of Actuaries (FCIA) and of the Society of Actuaries (FSA).
About the CLHIA
The CLHIA is a voluntary association whose member companies account for 99 per cent of Canada’s life and health insurance business. These insurers provide financial security products including life insurance, annuities (including RRSPs, RRIFs and pensions) and supplementary health insurance to over 29 million Canadians. They hold over $1 trillion in assets in Canada and employ more than 166,000 Canadians.
Dany Pelletier
Executive Vice-President of Investments
Dany Pelletier has spent close to 20 years honing his skills in the investment field, including almost 16 years at the Fonds de solidarité FTQ and 4 years at Caisse de dépôt et placement du Québec. From 2001 to the present, Dany Pelletier has held various positions within the Fonds’ investment team, including Senior Director and Vice President – Investments – Natural Resources, Construction and Building Materials, Vice President – Structuring Capital, Energy, Environment and Mining, as well as Vice President – Operations Management and Quebec Capital Markets. Since October 2020, he has been Chief Operating Officer, Investments.
“The Fonds must continue to grow as an impact investor in Quebec to successfully accompany businesses in their technological, environmental and labour transitions, and I fully intend to play a central role in this evolution, I wish to thank Janie C. Béïque and the Fonds’ Board of Directors for their vote of confidence,” mentioned Mr. Pelletier.
As the new Executive Vice-President of Investments, Mr. Pelletier now sits on the Fonds’ Management Committee and takes over the role left vacant by Ms. Janie C. Béïque upon her appointment as President and Chief Executive Officer earlier this year.
“I have had the pleasure of knowing and working with Dany for almost as long as I have been with the Fonds and I can’t imagine a person better suited to take on this position for our organization. In addition to being a man of results, his vast knowledge of Quebec’s economic activity sectors and his responsible approach to investment make him the ideal leader to meet the challenges of this position and to carry out the Fonds’ long-term vision”, said Ms. Béïque.
Dany Pelletier holds undergraduate and graduate degrees in engineering from the Université Laval and an MBA from the Université du Québec à Montréal. From engineering to investment, his career path has led him to work in operations in addition to management roles with various investment projects for small, medium and large businesses in mergers and acquisitions, to business succession and growth projects. He draws inspiration in his day-to-day work from the quote “People who say it cannot be done should not interrupt those who are doing it.”
Congratulations!!
Oricia Smith
President, SLGI Asset Management Inc. and Senior Vice-President, Investment Solutions, Sun Life Canada
Sun Life Global Investments is pleased to announce the appointment of Oricia Smith to President, SLGI Asset Management Inc. and Senior Vice-President, Investment Solutions, Sun Life Canada.
Since joining Sun Life in 2016 as Vice-President of the International Investment Centre (IIC), Oricia has overseen the development and governance of over C$150 billion of assets invested on behalf of Sun Life and Sun Life’s Clients globally. In 2017, Oricia was appointed Senior Managing Director and Head of the International Investment Centre, Product Development and Analytics for SLC Management. Most recently, Oricia has held the role of interim President, SLGI Asset Management Inc. and Senior Vice-President, Investment Solutions. She is SLGI Asset Management Inc.’s first female president.
In addition to her passion for building diverse, equitable and inclusive teams, Oricia is active in the investment industry and an advocate for empowering women as investors. Her wealth of knowledge and commitment to our Clients and advisors makes her the perfect fit to lead the business.
Richard McIntyre, Head of Sales, Manulife Securities
Manulife Securities is pleased to announce the appointment of Richard McIntyre as the new Head of Sales, effective immediately.
Richard will be based at Manulife Securities’ head office in Oakville and will report to Rick Annaert, President & CEO, Manulife Securities.
Prior to his appointment to this position, Richard was Head of Wealth Management Financial Advisory Division at Dundee and Managing Director & Head of Scotia Private Client Group, Richard has led key aspects of the wealth management industry, working with independent financial advisors in Canada and the UK for over 20 years. Richard will share his leadership, operational experience, and passion for customer care with Manulife Securities.
“A strong and passionate group of leaders is key to our goal of bringing the best to our advisors every day. Richard is a driven leader who is pragmatic in his approach, and has successfully executed transformational strategy to improve and increase client and advisor satisfaction,” commented Manulife Securities.
Manulife Bank – January 2021
Lysa Fitzgerald, Manulife Bank Vice President, Sales
Lysa has more than 25 years of private and business banking experience in the financial services industry, focused on high net worth clients. She works collaboratively with other Bank leaders and her Sales Leadership Team to drive retail and business sales growth through our advisor, broker and direct channels, and cultivates a high performing sales team where people build their careers and realize their potential.
Mario Cloutier, Manulife Bank National Head of Broker Sales
Mario is a seasoned veteran of the financial services industry with more than 20 years of experience in the mortgage broker channel. He’ll play an instrumental role in leading our dedicated Mortgage Broker sales across Canada. He will lead a team whose goal is to help you maximize your mortgage sales and deliver a holistic suite of banking solutions to your clients.
Tim Gillrie, Manulife Bank National Head of Advisor Sales
Tim is a retail banking expert with more than 18 years of secured lending and advisor business experience. In his new role, he will be responsible for leading Advisor sales across Canada, helping financial advisors maximize their mortgage, specialized insurance lending, business banking and deposit opportunities. He’ll help you grow your business through banking and mortgage solutions tailored to your clients’ unique needs.
Picton Mahoney Asset Management – October 2020
Picton Mahoney Asset Management Welcomes Industry Leader Michael Lynds as Managing Director, Head of Retail Business
Picton Mahoney Asset Management Welcomes Industry Leader Michael Lynds as Managing Director, Head of Retail Business
Picton Mahoney Asset Management (“Picton Mahoney”), an alternative investment fund manager of the Picton Mahoney Fortified Alternative Fund family, the largest offering1 of liquid alternative funds in Canada, is thrilled to announce that Michael Lynds has joined the company as the Managing Director, Head of Retail Business.
A respected industry veteran of nearly 25 years in the financial services and fintech sectors, Lynds’ experience is multifaceted and global. He comes to Picton Mahoney after having worked with international wealth management and technology firms of all sizes, most recently as Vice President of Global Wealth, Intellectual Property and Consulting at CGI. There, he managed a team spanning North America and Europe with whom he helped drive product development and oversaw business development activity while helping to incubate new technology capabilities on behalf of wealth management firms.
“We’re thrilled to have Michael join our firm to deepen our roster with his high-impact expertise at an incredibly pivotal time,” said David Picton, President, CEO and Portfolio Manager at Picton Mahoney. “Today, many Canadian investors find themselves at an uncertain crossroads in their financial plans. It has always been our goal at Picton Mahoney to help investors reach their long-term financial goals with greater certainty. Canadians may now benefit from having a leader of Michael’s caliber in their corner, helping them stay the course through different market cycles using alternative investment solutions.”
“The opportunity to return to my financial services roots with Picton Mahoney is one of the easiest decisions I’ve made in my career,” said Michael Lynds, Managing Director, Head of Retail Business at Picton Mahoney. “Investors are asking to be empowered with choice in their financial investments and by the companies with whom they choose to work. I look forward to harnessing the technologies that will deliver the next phase of growth in alternative investment solutions, with the objective of providing investors the partnership and desired investment outcomes they deserve.”
Entrusted with $7.6 billion (as of September 30, 2020) in assets under management and with impressive experience through all market cycles, Picton Mahoney remains an innovator in investment management. The firm is proud to remain Canadian, 100 per cent employee-owned and continues to focus on its objective of helping investors achieve their financial goals with more certainty.
To learn more about Picton Mahoney’s full family of funds, please visit pictonmahoney.com.
1Based on the number of liquid alternative mutual funds offered in Canada within a single fund family as at September 30, 2020
About Picton Mahoney Asset Management
Picton Mahoney Asset Management specializes in differentiated investment solutions and rules-based volatility management. Picton Mahoney helps its clients fortify their portfolios based on experience honed over the years through different market cycles and investing environments.
Sun Life Global Investments – June 2020
John Killeen, Head of Investment Distribution, Sun Life Global Investments
Jordy W. Chilcott, President of Sun Life Global Investments, is pleased to announce the appointment of John Killeen as Head of Investment Distribution.
John is a seasoned sales executive with an extensive career in financial services. He joined Sun Life Global Investments in 2019 as National Sales Manager, Wealth Distribution. Before that, John held a series of increasingly senior roles at BMO Global Asset Management since 1994.
John has significant experience in distribution and sales strategy, as well as managing large sales teams to drive success. He possesses a strong background across e-wholesaling, training and sales enablement strategies. He is a firm believer in the value of advice and improving outcomes for clients across Canada.
In his new role, John’s mandate will expand to include responsibility across all of Sun Life Global Investments’ distribution businesses. John will also continue to lead the Sun Life Global Investments’ Wealth Distribution wholesaling team, managing relationships with retail financial advisors across Canada. In this, he will drive the plans and strategies for developing Sun Life Global Investments’ distribution business to achieve its sales growth goals, holistically, across all distribution channels.
John’s established track record of managing large, high-performing teams makes him a valued member of the Sun Life Global Investments team.
Sun Life Global Investments (Canada) Inc. is a member of the Sun Life group of companies.
CLHIA – June 2020
Jean-François Chalifoux, Chair of the Board of Directors of the Canadian Life and Health Insurance Association (CLHIA)
Jean-François Chalifoux, Chief Execu-tive Officer of SSQ Insurance has been elected Chair of the Board of Directors of the Canadian Life and Health Insurance Association (CLHIA).
Founded in 1944, SSQ Insurance is now one of the largest insurance compa-nies in Canada, with $13 billion in assets under management.
Jean-François holds a bachelor’s de-gree in actuarial sciences from Laval University, is a Fellow of both the Cana-dian Institute of Actuaries and the Casu-alty Actuarial Society, and is a graduate of the Queen’s Executive Development Pro-gram. Prior to joining SSQ Insurance in 2015, he held several executive roles with major Canadian insurance companies.
The CLHIA is a voluntary association whose member companies account for 99 per cent of Canada’s life and health in-surance business. The industry provides a wide range of financial security prod-ucts such as life insurance, annuities (in-cluding RRSPs, RRIFs and pensions) and supplementary health insurance to al-most 29 million Canadians. It also holds over $850 billion in assets in Canada and employs more than 156,000 Canadians.
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To place an appointment notice or for more information, please contact:
Kathy Liotta (kathyl@newcom.ca)