These 50 leading figures in Canadian wealth management have created plenty of headlines over the past year, and their stories reflect the industry’s general realignment
The 50 men and women who made the cut this year exert considerable influence on the financial planning industry. That includes advisors and executives, of course, but also regulators, educators and government ministers, past and present. The past year has been far from plain sailing for many on the list, but all are notable for their ability to navigate such stormy seas.
The industry is changing rapidly; those who can adapt best to new regulatory pressures and harness the constant upgrades in technology will be the ones who shape the future of wealth management. How different will next year’s Hot List look from this year’s selection? It’s an exciting thought.
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CATHERINE JONES
Assante Wealth Management
THOMAS MACMILLAN
Gluskin Sheff
JAMES WERRY
Aston Hill Financial
MAUREEN JENSEN
Ontario Securities Commission
MARCIA MOFFAT
BlackRock Canada
HUGH O’REILLY
OPTrust
ARTHUR SALZER
Northland Wealth Management
DENNIS MITCHELL
Sprott Asset Management
DAVID SCANDIFFIO
CIBC Asset Management
GLEN RANKIN
Rankin Financial Planning Ltd.
JOHN FISHER
Bridgeport Asset Management
JULIE BARKER-MERZ
BMO InvestorLine
MARK WISEMAN
Canada Pension Plan Investment Board
MARK HALPERN
WEALTHinsurance.com Inc.
ROBERT LUFT
Luft Financial
JORDY CHILCOTT
Dynamic Funds
DAVID CHAPMAN
Bullion Management Group
JOE OLIVER
Montreal Economic Institute
DANIEL WALSH
BMO Life Assurance
PETER ANDERSON
CI Financial
SYLVAIN LEDUC
Bank of Canada
BRUCE FLATT
Brookfield Asset Management
CORA PETTIPAS
National Exempt Markets Association
SAÄD RAFI
Ontario Retirement Pension Plan
JOHN WILSON
Sprott Asset Management
CHARYL GALPIN
BMO Nesbitt Burns
DAN DAVIAU
Canaccord Genuity Group
TIM RAMZA
Manulife
BOBBY NING
Financial Literacy Counsel
JULIA CHUNG
JYC Financial
JEAN-FRANÇOIS CHALIFOUX
SSQ Financial Group
DOUG GUZMAN
Royal Bank of Canada
BETH HAMILTON-KEEN
CFA Institute
RANDY BROWN
Sun Life Financial
DAVID PYPER
Blair Franklin Capital Partners
JASON PEREIRA
Woodgate Financial
MANNY DASILVA
Association of Canadian Compliance Professionals
ERIC BUSHELL
Signature Global Asset Management
LOUIS MORISSET
Canadian Securities Administrators
ROSS PROKOPY
Raymond James
LYLE KONNER
Konner & Associates Financial Services
JIM VIRTUE
PPI Solutions
FARAH MOHAMED
G(irls)20
DAVID RAWLINGS
JPMorgan Chase Canada
AMAN KAPUR
LSM Insurance
STEVE HUDSON
Element Financial
RENEE REBELO
Life Coach Financial
DAVID ROSENBERG
Gluskin Sheff
NEIL SELFE
INFOR Financial Group
