Manulife Asset Management has appointed Sarah Lu to the newly-created role of head of asset allocation in Asia. Based in Hong Kong Lu oversees the development and investment management of asset allocation solutions for investors across the region.
Manulife Financial has appointed Steve Roder as senior executive vice president and chief financial officer. His appointment is expected to become effective in the beginning of June, subject to immigration approvals.
Invesco Canada has named Clayton Zacharias as lead portfolio manager of Trimark Income Growth Fund, replacing Don Simpson, who is no longer with the firm.
Macquarie Private Wealth today announced the appointment of Mike Philbrick, senior vice-president and portfolio manager, as branch manager for the firm's new Brookfield Place office in downtown Toronto.
AGF Management has announced the appointment of Christopher Adey as vice-president of Global Consultant Relations, AGF Investments America Inc. Based in Boston, he will build and manage AGF’s investment consultant relationships in the U.S., Canada, Europe and Asia.
CI Investments has announced portfolio management changes affecting three funds in its Castlerock Investments and Lakeview Asset Management divisions.
GMP Capital has announced the retirement of Stanley M. Beck as chairman of the board of directors, after eight years in that role. His retirement is effective May 4, 2012, the date of GMP's annual and special meeting of common shareholders.
AGF says Patricia Perez-Coutts, senior vice-president and portfolio manager, will be leaving the firm May 2. Stephen Way, senior vice-president, portfolio manager and 25-year AGF veteran, will be responsible for the company’s emerging markets strategies. Way will be supported by long-standing global team members, Alpha Ba and Thiery Jannini, both CFAs, who’ve been promoted to […]
Power Financial Corporation has announced Philip Ryan will step down as executive vice-president and CFO.
Investment dealer Raymond James Ltd. has announced that Trevor Anderson, industry veteran, has joined its Calgary-based energy investment banking team as managing director.