Appointment Notices


April 8, 2021

Sun Life Global Investments

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, Oricia has overseen the development and governance of over C$150 billion of assets invested globally. 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.

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Barry Allan DMATCutout

November 4, 2020

President, CEO, and CIO, DMAT Capital Management

TORONTO November 4, 2020Horizons ETFs Management (Canada) Inc. (“Horizons ETFs”) is pleased to announce that it has entered into a sub-advisory relationship with DMAT Capital Management Inc., which was founded by Barry Allan, a well-known Canadian fixed income portfolio manager. Effective immediately, DMAT Capital Management Inc. (“DMAT”) has assumed the sub-advisory role for the Horizons Active High Yield Bond ETF (“HYI”).

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October 13, 2020

Managing Director, Head of Retail Business
Picton Mahoney Asset Management

TORONTO-Oct. 13, 2020 - (BUSINESS WIRE)--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.

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Micol Haimson
Micol Haimson

May 6, 2019

Senior Vice President and Branch Manager,
Montreal flagship branch,
Raymond James Ltd.

It is with great pleasure that we welcome Micol Haimson to Raymond James Ltd., as Senior Vice President and Branch Manager of our Montreal Private Client Group flagship branch.

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Michael Theodor
Michael Theodor
Justin Belliveau
Justin Belliveau

January 15, 2019


Franklin Templeton Investments is pleased to announce two new appointments to our distribution teams: Michael Theodor and Justin Belliveau.

Vice President, Strategic Relationships and Distribution, Toronto

Toronto-based Michael Theodor, CIM, will work closely with head office executives, investment analysts and platform decision-makers across Canada to help them develop the specialized solutions they need to achieve their business goals. Michael will draw on his diverse investment background and relationship-building expertise gained over more than 20 years in the financial industry.

Vice President, Regional Sales, New Brunswick, Prince Edward Island

Justin Belliveau joins Franklin Templeton’s retail sales channel in New Brunswick and Prince Edward Island.

Born, raised and now based in Moncton, N.B., Justin has a local’s deep understanding of the region’s people and their investment needs, having worked since 2005 with advisors in the life insurance industry. A dynamic combination of financial industry experience and a background in actuarial science makes him a great resource for helping advisors grow their business by finding a better solution for their clients.

© 2019 Franklin Templeton Investments Corp. All rights reserved.

Jocelyn Duncan
Jocelyn Duncan
Russell Berezowski
Russell Berezowski

December 2018

Franklin Templeton Investments

Franklin Templeton Investments is pleased to announce two key appointments to their Regional Sales teams in Western Canada: Jocelyn Duncan and Russell Berezowski.  Read more

Vice President, Regional Sales,
Vancouver Island & the BC Interior

Jocelyn is an award-winning investment sales professional and has more than 25 years of industry experience. Most recently, Jocelyn provided investment counselling and designed portfolios for high net worth families, foundations and not-for-pro t organizations for Connor Clark & Lunn Private Capital Ltd. Based in the Victoria, BC, area, Jocelyn also mentors students at the Gustavson School of Business at the University of Victoria.

Vice President,
Regional Sales, Alberta

Russ brings more than 20 years of experience in the financial services and investment industry. Most recently, Russ held positions as Regional Vice President and Associate Vice President at Sentry Investments, where he grew sales, market share and advisor relationships for over a decade. Working as an investment sales professional, Russ was responsible for sales and service in Alberta.

© 2019 Franklin Templeton Investments Corp. All rights reserved.

Denis Ricard
Denis Ricard

September 1, 2018

iA Financial Group

The iA Financial Group Board of Directors is proud to announce the appointment of Denis Ricard to the position of President and Chief Executive Officer, effective September 1, 2018.

Denis Ricard
President and CEO,
IA Financial Group

An actuary by training, Denis Ricard joined iA Financial Group in 1985. Over the last 33 years, he has assumed positions of increasing responsibility that have allowed him to gain a well-rounded perspective on the organization.

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