Firms announce additions to their headcount in Canada
J.P. Morgan Asset Management and Sapling Financial Consultants are among the financial services firms adding to their Canadian headcount this week.
Kait Jack joins J.P. Morgan Asset Management as vice president, external client advisor for the firm in Canada, with a brief to engage with financial advisors across the country to bring them the firm’s capabilities and solutions.
Jack joins the firm from Pimco where she most recently held roles covering sub-advised clients, dealer head office relationships, and institutional business development. She was previously part of the wealth distribution team at Sun Life Global Investments.
Jack Manley of J.P. Morgan Asset Management recently reflected on the economic surprises of 2024 and what lies ahead.
Sapling Financial Consultants
Meanwhile, at Toronto based Sapling Financial Consultants, Maria Cherkasova joins as senior engagement manager, having been a senior management consultant with over 16 years of experience, including leading teams at PwC in financial modelling and data analytics and at KPMG in management consulting.
The firm is targeting a 55% annual expansion over the next three years and has announced several other new hires:
- Tyler Grube, Consultant
- Daniel Daffern, Relationship Associate
- Rachel Fung, Marketing Associate
- Greg Allin, Analyst
- Jahnvi Dave, Analyst
- Megan Wismer, Analyst
- Jack Pentesco, Analyst
- Thomas Xu, Analyst
- Wendi Chen, Marketing
"With our strategic hires and the launch of our enhanced website featuring a comprehensive resource hub, we are committed to delivering exceptional value and insights to our clients,” said Rob Hong, Co-Founder & CEO of Sapling Financial Consultants. “At Sapling, we uphold Canadian values of politeness, supportiveness, teamwork, and honesty, and our continued growth is a testament to that."
Hong recently shared with WP how advisors can start to look at their own businesses and assess their value.
