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People Watch

Featured Appointment Notices:

John Gray
John Gray
Regional Vice President, Prairies

Manulife Financial

Henry Chudak, Vice President, Manulife Financial Group Distribution, is pleased to announce the appointment of John Gray as Regional Vice President.

Based in Calgary, John leads Manulife’s Group Benefits operations across Alberta, Saskatchewan and Manitoba.  With offices in Calgary, Edmonton, Regina and Winnipeg, John heads a team of industry professionals who support employers of all sizes throughout the Prairies with benefits advice and services.  Manulife provides complete group benefits solutions to over 16,000 employers across Canada. In 2012, the Company celebrates 125 years of providing clients with strong, reliable, trustworthy and forward-thinking solutions for their most significant financial decisions.  Visit us at www.manulife.ca/groupbenefits.


Industrial Alliance - Toronto Regional Office
Click photo to enlarge

Industrial AllianceRenée Laflamme, Vice-President Group Savings and Retirement, Industrial Alliance Insurance and Financial Services is pleased to present the sales and service team of its Toronto Regional office.
Back row – left to right: Paul Vanderkolff, Victor Rosa, Toms Lokmanis, Carl Proulx, Maria Amoroso, Thomas Drolet, Narmina Sadikhov.

Front row – left to right: Willie Robb, Sheri McGlynn, Clark Steffy, Sandra Moroz, Mara Canal, Kimberley Spratt, Vilma Punsalan.

Dawn Jia
Dawn Jia,
Vice President, Head, Active Equities,
North America for State Street Global Advisors

State Street Global AdvisorsWe are pleased to announce that Dawn Jia has been appointed as Head of Active Equities for North America for State Street Global Advisors (SSgA), a key part of SSgA’s global Active Equity team, reporting to Dr. Marc Reinganum.

Ms. Jia was previously responsible for managing the Canadian active equity team. In this expanded role, she will also oversee US active equity strategies. Dawn will continue to be based in Toronto and report locally to Peter Lindley, President and Head of Investments for SSgA Canada Ltd.

A graduate of the MBA program from the Richard Ivey School of Business at the University of Western Ontario, Ms. Jia holds both a BS and an MS in Engineering from Tianjin University in China, and has earned the Chartered Financial Analyst (CFA) designation.


James Kelly
James Kelly,
Senior Vice President, Institutional Sales

Aegon Capital ManagementR. Gregory Ross, President and Chief Executive Officer, AEGON Capital Management Inc. (“ACM”), is pleased to announce the appointment of James Kelly, as Senior Vice President, Institutional Sales. In his new role, James will be responsible for building best-in-class solutions for institutional clients by leveraging the domestic money management expertise of ACM and global expertise of AEGON Global Asset Management.
Prior to joining ACM, James was a Senior Partner with Investeam Canada, following 22 years with RBC Capital Markets, where he served as Managing Director, Head of Fixed-Income sales.

AEGON Capital Management manages more than $8 billion CAD in assets, comprised of institutional and asset liability matching investments. AEGON Capital Management is backed by the strength of AEGON N.V., a Netherlands-based insurance and financial services company, with more than US$500 billion in assets under management. AEGON N.V. stands at the centre of an integrated international network of 1,100 investment-related professionals located in investment hubs across North America, Europe, and Asia.


Clark Steffy
Clark Steffy,
Regional Vice President,
Industrial Alliance Insurance & Financial Services Inc.

Industrial AllianceClark Steffy was recently appointed Regional Vice-President, Sales, Group Savings and Retirement, Ontario, Atlantic & Western Canada at Industrial Alliance Insurance and Financial Services inc.

Clark will be responsible to coordinate the efforts of our sales teams in Toronto, Vancouver, Calgary and Halifax and will have the mandate to consolidate and expand our distribution networks.

Industrial Alliance is the fourth largest life insurer in Canada, with assets nearing
$73.4 billion. The company has experienced significant growth, with a comprehensive pension product line-up and over $8.5 billion in pension assets under management.


Benefits

Sarah J. Beech has been named president of Pal Benefits. She was previously with Aon Hewitt.

Wayne Murphy has been elected to the governing council of the International Society of Certified Employee Benefit Specialists.

Jim Edmands has joined People Corporation as regional vice-president, Ontario.

Mark Simpson has joined Eckler as a consulting actuary. He will provide actuarial and risk management services to pension and benefits plan clients.

David Blodgett has been named president and CEO of GMS and GMS Insurance. He was previously with BMO Life Assurance Company.

Pensions

Steve Roder has been appointed senior executive vice-president and chief financial officer with Manulife Financial. He succeeds Michael W. Bell, who announced his departure in February.

Joseph Iannicelli has joined OMERS as senior advisor of enterprise marketing strategies. He was previously CEO of Standard Life Assurance Company of Canada.

Investments

Tony Chahal has joined Rondeau Capital Inc., as vice-president, business development.

BlackRock Investments Canada has announced the departure of Som Seif, former president and CEO of Claymore Investments, which was purchased by BlackRock earlier this year. Seif will remain with BlackRock until mid-April to assist with the transition.

Kelly Battle has been appointed vice-president, relationship management, with Sionna Investment Managers.

Clay Khan has been named a vice-president with Neuberger Berman. He will work from the company’s newly opened Toronto office.

Shane Ayres has been appointed vice-president, institutional sales and service, with Fidelity Investments Canada ULC.

Pierre-Luc Gariépy has joined CIBC Global Asset Management as vice-president, client servicing.

Daniel Yardin has been named director, equity securities lending, with CIBC Mellon.

Tony Elavia has been appointed executive vice-president and chief investment officer of Mackenzie Financial Corp.

Mark K. Bandola has joined Manulife Asset Management as managing director, responsible for institutional sales and business development in Western Canada. He will be based in the firm’s Calgary office. Additionally, Les J. Young has been named managing director, in charge of institutional sales in small and mid-markets across Canada for clients with between $5 million and $100 million in assets. He is based in Toronto.

Dick Taggart has been appointed to the role of senior vice-president and head of middle office outsourcing operations across North America for State Street’s investment manager services business.

Kevin Strain has been named president of Sun Life Financial Asia. He was previously senior vice-president, individual insurance and investments, for the company’s Canadian operations.


For information on posting a paid appointment notice, please contact: Alison Webb, Associate Publisher, at 416.764.3876.

Send all other announcements to Neil Faba, Associate Editor, Benefits Canada