BMO Capital Markets has announced the hiring of industry veteran Dr. Jim Birchenough as a managing director in the firm’s healthcare equity research group. He brings with him his longstanding San Francisco-based team of Nicholas Abbott and Charles Whitesell. “Research coverage of the biotechnology sector is a priority for us as we expand our equity […]
Macquarie Group announced that Jean-Pierre Ouellet joins Macquarie Capital Markets Canada Ltd. today as a special advisor. In this newly created role, Ouellet will focus on expanding Macquarie’s advisory and capital markets activities in Canada, particularly in Quebec. With more than 30 years of experience in law and finance and as a venture partner of […]
Mercer has named Cara Williams as the new global head of its wealth management operation. She will continue in her role as global head of technology solutions, operating from Mercer’s office in London. “Wealth Management is rapidly becoming a significant part of Mercer’s Investment business and the expansion of this exciting business area is fundamental […]
AlphaPro Management Inc. has announced the completion changes that amount to a shuffling of the deck of senior officers. Effective June 30, 2011, Ken McCord has vacated the position of president in order to assume the role of president of AlphaPro’s affiliate Horizons Exchange Traded Funds Inc. Howard Atkinson has taken over for McCord as […]
Toronto CFA Society has announced four new members to its board of directors following last week’s election meeting. “This year Toronto CFA Society celebrates 75 years of commitment to high ethical standards and a dedication to volunteerism in the financial community,” said Frederick M. Pinto, MBA, CFA, Toronto CFA Society board president. The new members […]
Desjardins Financial Security has announced the appointment of Denis Berthiaume to the position of chief operating officer. He succeeds Richard Fortier in this role, following Fortier’s announced retirement. “Under Mr. Fortier’s leadership, DFS has become a key player in the life and health insurance industry, not only in Québec, but also across Canada, where our […]
Investment firm McLean Budden has named Jean-Philippe Giguère to the post of vice-president, a role in which he will help institutional clients manage risk and maintain the financial integrity of their pension plans. “The inherent volatility of global capital markets has made strategies for managing risk a top priority for pension plan sponsors,” said Roger […]
The board of directors of Sun Life Financial today announced that Donald A. Stewart, chief executive officer, will retire on November 30, 2011. Stewart will also retire from the Sun Life board in accordance with company policy. Dean A. Connor, chief operating officer, has been appointed president and a member of the board of directors. […]
A brief flurry of movement at two of Canada’s large investment managers unfolded over the past 24 hours. Russell Investments announced late on Tuesday that it had appointed Greg Nott as chief investment officer (CIO), effective immediately. As the new CIO at Russell, Nott will be responsible for all aspects of investment management, including leading […]
Financial Planning Standards Council (FPSC) is pleased to announce new appointments to its board of directors effective immediately, for the 2011-2012 term. At the June 23 board of directors meeting, FPSC’s member organizations voted to approve the slate of new nominees to the Board. • Chair: Jim Kraft, CA, CFP, vice-president, BMO Life Assurance Company. […]