Hot List 2021

Wealth Professional spotlights 50 men and women who helped steer Canada’s investment industry through a tumultuous year

Hot List 2021

There are many factors that affect how advisors can best serve their clients. As such, there are many individuals who have a major impact on advisors’ day-to-day work, from the heads of Canada’s largest banks to the fund providers bringing new innovations to market to the leaders of investment firms and regulatory bodies.

This year’s Wealth Professional Hot List recognizes 50 of those individuals for the mark they and their organizations made on the wealth management landscape over the past year. At a time when the COVID-19 pandemic dominated the conversation, the men and women on the following pages demonstrated an ability to adapt to the conditions and a commitment to constant innovation. The work they’ve done over the past year is indicative of the strength of the Canadian investment community, no matter the environment.

 

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Darryl White, BMO Financial Group

Darryl White, BMO Financial Group

Kevin Strain, Sun Life

Kevin Strain, Sun Life

Craig Senyk, Mawer Investment Management

Craig Senyk, Mawer Investment Management

Rob Strickland, Fidelity Investments Canada

Rob Strickland, Fidelity Investments Canada

Som Seif, Purpose Financial

Som Seif, Purpose Financial

Damon Williams, RBC Global Asset Management

Damon Williams, RBC Global Asset Management

Andy McKay, Marquest Asset Management

Andy McKay, Marquest Asset Management

Karen Adams, Fundserv

Karen Adams, Fundserv

Claire Van Wyk-Allan, AIMA

Claire Van Wyk-Allan, AIMA

John Zerr, Invesco Canada

John Zerr, Invesco Canada

Jos Schmitt, NEO Group

Jos Schmitt, NEO Group

Bruce Cooper, TD Asset Management

Bruce Cooper, TD Asset Management

Tyler Mordy, Forstrong Global

Tyler Mordy, Forstrong Global

Greg Pollock, Advocis

Greg Pollock, Advocis

Tanya Rowntree, TMX Group/Women in ETFs

Tanya Rowntree, TMX Group/Women in ETFs

Louis Vachon, National Bank

Louis Vachon, National Bank

Kurt MacAlpine, CI Financial

Kurt MacAlpine, CI Financial

Michael Kovacs, Harvest Portfolios

Michael Kovacs, Harvest Portfolios

Steve Hawkins, Horizons ETFs

Steve Hawkins, Horizons ETFs

John Nicola, Nicola Wealth

John Nicola, Nicola Wealth

Guy Cormier, Desjardins

Guy Cormier, Desjardins

Bharat Masrani, TD Bank Group

Bharat Masrani, TD Bank Group

Dennis Mitchell, Starlight Capital

Dennis Mitchell, Starlight Capital

Paul Allison, Raymond James Canada

Paul Allison, Raymond James Canada

Stuart Raftus, Canaccord Genuity Group

Stuart Raftus, Canaccord Genuity Group

James O’Sullivan, IGM Financial

James O’Sullivan, IGM Financial

Danny Popescu, Harbourfront Wealth Management

Danny Popescu, Harbourfront Wealth Management

Greg Romundt, Centurion Asset Management

Greg Romundt, Centurion Asset Management

Louis Morisset, CSA

Louis Morisset, CSA

Roy Gori, Manulife

Roy Gori, Manulife

Bill Packham, Aviso Wealth

Bill Packham, Aviso Wealth

Kathy Bock, Vanguard Investments Canada

Kathy Bock, Vanguard Investments Canada

Charlie Spiring, Wellington-Altus Holdings

Charlie Spiring, Wellington-Altus Holdings

Pat Dunwoody, CETFA

Pat Dunwoody, CETFA

Brian J. Porter, Scotiabank

Brian J. Porter, Scotiabank

Dave McKay, RBC

Dave McKay, RBC

Jeffrey Orr, Power Corporation

Jeffrey Orr, Power Corporation

Tiff Macklem, Bank of Canada

Tiff Macklem, Bank of Canada

Kevin Gopaul, BMO Global Asset Management

Kevin Gopaul, BMO Global Asset Management

Duane Green, Franklin Templeton Canada

Duane Green, Franklin Templeton Canada

Sean Etherington, CI Assante Wealth Management

Sean Etherington, CI Assante Wealth Management

Barry McInerney, Mackenzie Investments

Barry McInerney, Mackenzie Investments

David Cusson, Echelon Wealth Partners

David Cusson, Echelon Wealth Partners

Michael Lee-Chin, Portland Holdings/Mandeville Group

Michael Lee-Chin, Portland Holdings/Mandeville Group

Victor Dodig, CIBC

Victor Dodig, CIBC

David Gunn, Edward Jones Canada

David Gunn, Edward Jones Canada

Mark Brisley, Dynamic Funds

Mark Brisley, Dynamic Funds

Fred Pye, 3iQ Corp.

Fred Pye, 3iQ Corp.

Raj Lala, Evolve ETFs

Raj Lala, Evolve ETFs