NAME
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Anderson, Peter Barker-Merz, Julie Brown, Randy Bushell, Eric Chalifoux, Jean-François Chapman, David Chilcott, Jordy Chung, Julia
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DaSilva, Manny
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Daviau, Dan Fisher, John Flatt, Bruce Galpin, Charyl Guzman, Doug Halpern, Mark Hamilton-Keen, Beth Hudson, Steve Jensen, Maureen Jones, Catherine Kapur, Aman Konner, Lyle Leduc, Sylvain Luft, Robert MacMillan, Thomas Mitchell, Dennis Moffat, Marcia Mohamed, Farah Morisset, Louis Morneau, Bill Ning, Bobby O'Reilly, Hugh Oliver, Joe Pereira, Jason Pettipas, Cora Prokopy, Ross Pyper, David Rafi, Saäd Ramza, Tim Rankin, Glen Rawlings, David Rebelo, Renee Rosenberg, David Salzer, Arthur Scandiffio, David Selfe, Neil Virtue, Jim Walsh, Daniel Werry, James Wilson, John Wiseman, Mark
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COMPANY CI Financial BMO InvestorLine Sun Life Financial Signature Global Asset Management SSQ Financial Group Bullion Management Group Dynamic Funds JYC Financial Association of Canadian Compliance Professionals Canaccord Genuity Group Bridgeport Asset Management Brookfield Asset Management BMO Nesbitt Burns Royal Bank of Canada WealthInsurance.com CFA Institute Element Financial Ontario Securities Commission Assante Wealth Management LSM Insurance Konner & Associates Financial Services Bank of Canada Luft Financial Gluskin Sheff Sprott Asset Management BlackRock Canada G(irls)20 Canadian Securities Administrators Government of Canada Financial Literacy Counsel OPTrust Montreal Economic Institute Woodgate Financial National Exempt Market Association Raymond James Blair Franklin Capital Partners Ontario Retirement Pension Plan Manulife Rankin Financial Planning JPMorgan Chase Canada Life Coach Financial Gluskin Sheff Northland Wealth Management CIBC Asset Management INFOR Financial Group PPI Solutions BMO Life Assurance Company Aston Hill Financial Sprott Asset Management Canada Pension Plan Investment Board
CATHERINE JONES Assante Wealth Management
When it comes to wealth management and safeguarding their financial future, the average person needs guidance. It’s how advisors earn their living, after all, but even with a professional explaining the do’s and don’ts of investing, it can be a lot to take in. Catherine Jones’ e-book, The Taxmaster, released last year, is a comprehensive guide to wealth management for investors of all levels. Tackling such topics as “low-cost, Nobel Prize-winning strategies to build a ‘rock solid’ portfolio,” and “how to leave a legacy for children or charity,” the book is a great introduction to an often complex industry. In her day job, Jones, a Certified Divorce Financial Analyst, devotes herself to enhancing financial awareness and education for women, especially those in transition.
THOMAS MACMILLAN Gluskin Sheff
Thomas MacMillan, the incoming CEO of Gluskin Sheff, has plenty on his plate as he takes over from Jeremy Freedman. The wealth management firm has been making headlines recently due to a legal dispute with its founders, Ira Gluskin and Gerald Sheff, who are seeking a combined $185 million in postretirement payments. (The firm maintains the amount should be closer to $12.2 million.) MacMillan takes the reins on July 1 and will be tasked with heading the company as the arbitration process continues – and considering his 40-plus years of experience in the business, he’s clearly capable of doing so.
JAMES WERRY Aston Hill Financial
Soon after his appointment as CEO of Aston Hill in February, James Werry pointed out that the previous 12 months had probably been the most important year in the diversified asset management company’s history. Werry was sought to oversee the expansion of the firm’s retail business in its bid to become Canada’s leading provider of liquid alternative mutual funds. Under Werry’s guidance, the company also entered into an agreement to sell its brokerage business, Aston Hill Securities. In doing so, the firm hopes to better focus on its core business of retail mutual funds, closed-end funds, hedge funds and segregated institutional funds. As such, Werry’s 34 years in the Canadian investment industry (with institutions like ScotiaMcLeod and Richardson GMP) will prove invaluable.
www.wealthprofessional.ca
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