People Watch



Paul Buligan, CFA

Paul Buligan, CFA

Senior Institutional Relationship Manager

Paul joins Burgundy to focus on client relationship management as a member of Burgundy’s Canadian institutional client team.

Paul brings a wealth of experience to the firm, with nearly two decades of experience in the management and development of institutional client relationships with CI Asset Management, Eckler Ltd. and Invesco Canada Ltd.

Paul was awarded the Chartered Financial Analyst designation in 2007 and is a member of the CFA Institute and the Toronto CFA Society. He serves on the Board and Finance Committee for Moorelands Community Services.

Mike Sandrasagra

Mike Sandrasagra

Senior Institutional Relationship Manager

Mike joins Burgundy to focus on client relationship management for Burgundy’s Canadian institutional clients.

Mike has more than 15 years of experience in the investment industry. Before joining Burgundy, he spent six years with Fidelity Investments Canada as Director of Institutional Client Management. Prior to this, Mike spent 10 years focused on institutional client relationship management and business development in the positions of Senior Analyst with Mercer Investment Consulting, Investment Services Executive with Sun Life Financial and Senior Client Executive with Russell Investments.

Mike graduated from Concordia University in 1994 with a Bachelor of Commerce degree (Finance).

iA Financial Group appoints new National VP for Group Solutions:

Martin Bélanger

Martin Bélanger

National Vice-President, Distribution,
Group Benefits and Retirement Solutions

Since July 2015, iA Financial Group’s Group Insurance, Group Savings and Retirement, and Special Markets Solutions sectors have been under the same administration, ensuring a coherent strategy with a key objective: to provide clients with consistent and comprehensive group services.

To further strengthen this strategy, we are pleased to announce the appointment of Martin Bélanger as National Vice-President, Distribution, Group Benefits and Retirement Solutions. In this role, he will be responsible for both the Group Insurance and the Group Savings and Retirement sales and service teams, optimizing the deployment of our growth plan.

Martin Bélanger joined our Group Savings and Retirement sector in 2003. He holds a degree in Commerce and Finance from McGill University, and he has over 15 years’ experience in the financial industry.

About iA Financial Group

Founded in 1892, iA Financial Group offers life and health insurance products, mutual and segregated funds, savings and retirement plans, RRSPs, securities, auto and home insurance, mortgages and car loans and other financial products and services for both individuals and groups. It is one of the four largest life and health insurance companies in Canada and among the largest publicly traded companies in the country. iA Financial Group stock is listed on the Toronto Stock Exchange under the ticker symbol IAG.


Lori Landry, Chief Marketing Officer and Head of Institutional Business, Sun Life Global Investments, is pleased to announce the following appointments:


Anne Meloche

Anne Meloche

Head of Institutional Sales and Client Relationships

Anne Meloche, Head of Institutional Sales and Client Relationships, has taken on expanded responsibilities for growing the institutional asset management business across Canada.

Anne will continue to cover the Quebec market and is an active member of the Sun Life Financial Quebec Leadership Team.


Clark Steffy

Clark Steffy

Director, Institutional Business Development and Relationship Management

Clark Steffy joins Sun Life Global Investments as Director, Institutional Business Development and Relationship Management, based in Toronto.

Clark is responsible for sales and client relationship management in the Ontario and Atlantic markets. Clark brings over 20 years of institutional and group retirement sales experience.

sunlife global investments

Anjila Arora

Anjila Arora,

Director, Pharmaceutical Benefits

Working together with our Pharmaceutical Benefits team, Anjila drives our pharmaceutical strategy, providing drug plan benefits options to plan sponsors that are sustainable and easy to implement. Anjila works closely with our teams in Central and Western Canada, to ensure a seamless benefits experience for plan sponsors and plan members alike. She holds a Bachelor of Science degree in Pharmacy (BSP).

Sun Life Financial

Kevin Hendershot has joined Mercer as a principal at its Toronto office.

Douglas Moodie has been appointed as president and chief executive officer of the Nova Scotia Pension Services Corp. after serving in the role on an interim basis since October 2016.

LaSalle Investment Management has appointed Chris Lawrence as portfolio manager for its Canadian income and growth funds.

Randy Oswald has joined PIMCO Canada’s Toronto office as vice-president, focusing on institutional business development and consultant relations across central Canada.

Great-West Life Assurance Co. has created a new regional structure as part of the realignment of its group insurance and group retirement teams into a single organization.

George & Bell Consulting has appointed Mike Greschner as a senior consultant, providing health benefits services to employers in Western Canada.

Green Shield Canada has appointed Theresa Rose as senior account executive in Eastern Canada.

Michèle Boisvert has joined Mercer Canada’s health team as a senior consultant.

Stephen Liptrap has taken over as president and chief executive officer of Morneau Shepell Ltd.

The Ontario Teachers’ Pension Plan has appointed Tamara Finch as managing director of portfolio management and Jeff Clark as managing director of business analysis and quality assurance.

SEI Investments Canada Co. has appointed Rachel Volynsky as Canadian equity portfolio manager in Toronto

MFS Investment Management has named Joshua Marston director of fixed income for North America and Melissa Haskell director of fixed-income research for North America.

Roland Lescure, the chief investment officer of the Caisse de dépôt et placement du Québec, is leaving his position to enter French politics.

Manulife has appointed Roy Gori as president, effective June 5, 2017.

Great-West Life Assurance Co. has appointed Jeff Aarssen leader of its group customer sales business unit.

Mercer Canada has appointed Suzanne Nagy as drug consulting leader in its health team.

For information on posting a paid appointment notice, please contact: Alison Webb, publisher, at 416-847-8578. Send all other announcements to Jennifer Paterson, managing editor, Benefits Canada.