People Watch



Appointment notice – Sherry Lee Gregory

Sherry Lee Gregory

Guardian Capital LP Expands Reach: Appoints Sherry Lee Gregory, Vice President, Institutional Sales and Consultant Relations

Guardian Capital LP (Guardian) announces the appointment of Sherry Lee Gregory as Vice President, Institutional Sales and Consultant Relations. Sherry Lee will focus on business opportunities with pension plan sponsors and other institutional investors. She will also take on the lead role for relationships with Investment Consultants for Guardian.

With more than 20 years of industry experience and proven skills in sales, relationship management, consulting and consultant relations, Sherry Lee joins Guardian as it actively builds out capacity and reach in the institutional distribution space in Canada and globally. She will make significant contributions to this initiative.
Guardian Capital

Appointment notice – Amy Ferguson

Amy Ferguson

Amy Ferguson
Regional Vice-President, PerformPlus (Canada)
Business Development, Group and Business Insurance

Desjardins Insurance is pleased to announce the appointment of Amy Ferguson to the position of Regional Vice-President, PerformPlus (Canada), Business Development, Group and Business Insurance.

PerformPlus is the Desjardins Insurance market segment that specializes in group insurance for small businesses with three to 49 employees. With over 20 years of experience with two national carriers managing teams and driving successful growth and retention strategies within the small business market segment, Amy brings a wealth of experience and a spirited style to her new role. Amy’s priority will be enhancing our small business product and service delivery model and leading our PerformPlus team to meet the needs of our current and future clients.
Choose Desjardins Insurance
Choose the strength and stability of a company specialized in life and health insurance and retirement savings that over five million Canadians count on each day to ensure their financial security. Backed by over a century of experience, it is also one of the country’s leading life insurers.


Appointment notice – Lori Casselman

Lori Casselman

Lori Casselman as President & Chief Revenue Officer of Wello


Canadian-based healthcare provider INLIV, today announced the appointment of Lori Casselman as President & Chief Revenue Officer of Wello, its rapidly expanding virtual care platform and telemedicine business. In this newly established role, Casselman will focus on leading Wello’s growth strategy, client experience, product and service offerings.

With over 20 years of leadership experience in the healthcare, group benefits and technology domains, Casselman brings a wealth of expertise to the organization. Widely recognized as a dynamic and innovative business leader, Casselman previously held a number of executive positions within Sun Life Financial and served as Chief Health Officer at League. Casselman’s expertise in the healthcare and employee benefits industries have made her a sought-after thought leader, author and public speaker.

Websites: |

Link to Press Release

Appointment notice – Nazmin Gupta

Nazmin Gupta

Nazmin Gupta Joins BentallGreenOak as Managing Director, Capital Raising and Investor Relations


BentallGreenOak announced today that Nazmin Gupta has joined the firm as Managing Director, Capital Raising and Investor Relations. Based in Toronto, Nazmin will work with BentallGreenOak’s Investment Management Group to introduce its global products to Canadian investors. She will play a leadership role in the development of new funds and help raise capital for them. Additionally, Nazmin will work closely with BentallGreenOak’s global capital raising team and provide support to the Canadian investor relations teams.

Nazmin brings to the role a strong understanding of the Canadian institutional market and, in particular, the needs of investors concerning real estate opportunities, both domestically and globally. Prior to joining BentallGreenOak, Nazmin was a Managing Director with TD Greystone Asset Management. She spent nine years at Greystone, in roles that included Chief Marketing Officer, as well as SVP, Real Estate and Mortgage Product Specialist. Prior to joining Greystone, Nazmin was Director, New Business at Morguard.


Appointment notice – Shelley Vandenberg

Shelley Vandenderg

Shelley Vandenberg
President and CEO
Saskatchewan Blue Cross is pleased to announce the appointment of Shelley Vandenberg as President and CEO


Ms.Vandenberg is a seasoned executive leader, most recently serving as the President of First Calgary Financial and Legacy Financial (divisions of Connect First Credit Union). Previously, she held the title of Senior Vice President of Risk and Chief Privacy Officer for Connect First Credit Union, and other senior leadership roles within the Connect First Credit Union organization and with the Bank of Montreal. She has achieved significant success in leading transformational change, innovative solutions, strategic planning, and tactical initiatives.

Bringing her extensive experience in financial operations and risk mitigation to the insurance industry, Shelley will be responsible for executing the strategic direction, establishing a strong community presence, delivering outstanding and innovative customer service, leading digital transformation, and supporting the health and wellness of all those living in Saskatchewan.

saskatchewan blue cross

Foyston, Gordon & Payne Inc. is promoting Ryan Domsy to co-head of fixed income.

Medavie Blue Cross appointed Hélène Lavictoire as its Ontario government executive lead.

The Quebec government has selected Charles Emond to succeed Michael Sabia as head of the Caisse de dépôt et placement du Québec.

Sun Life Canada has appointed Cheryl Mallett as senior vice-president of client services, effective Feb. 17, 2020.

Willis Towers Watson is appointing Ofelia Isabel as its new market leader for Toronto.

Aon is appointing Brad Lorimer as executive vice-president and health leader in Canada.

SEI Investments Canada Co. is appointing Kendra Kaake as director of investment strategy for its institutional group in Canada.

Canadian-based health-care provider INLIV is appointing Lori Casselman as president and chief revenue officer of Wello, its virtual care platform and telemedicine business.

The Empire Life Insurance Co. is appointing Dara Brachman as vice-president of group distribution.

Willis Towers Watson has promoted Wendy Poirier to global well-being leader.

Proteus Performance Management has appointed Gord Lewis as president, succeeding Peter Henry who founded the company 25 years ago.

The Ontario Municipal Employees Retirement System is appointing Annesley Wallace as its new chief pension officer.

Ron Mock, former president and chief executive officer of the Ontario Teachers’ Pension Fund, has been made a senior fellow at the C.D. Howe Institute.

The Ontario Municipal Employees Retirement System is appointing Blake Hutcheson as its new chief executive officer, effective June 1, 2020.

OMERS Ventures, the venture capital investing arm of the Ontario Municipal Employees Retirement System, has appointed Jambu Palaniappan as a managing partner in its London office.

Morneau Shepell Ltd. is appointing Neil King as executive vice-president and president of LifeWorks, effective Jan. 1, 2020, as Rita Fridella retires at the end of 2019.

The University Pension Plan is appointing Gale Rubenstein as the inaugural chair of its board of trustees.

The Caisse de dépôt et placement du Québec is regrouping all of its private equity activities in Quebec and abroad under the leadership of Charles Émond, who has been appointed executive vice-president, Quebec, private equity and strategic planning.

Digital mental-health platform Snapclarity is appointing Karen Adams as its chief commercial and health innovation officer.

Michael Sabia, president and chief executive officer of the Caisse de dépôt et placement du Québec, is stepping down from the role in February 2020.

Hub International Ltd. has named Robert Taylor, Faizal Mitha, Mary-Lou MacDonald, Lisa Jandali and Matt Lievers to its Canadian employee benefits leadership team.

BMO Global Asset Management is appointing Nalini Feuilloley as director of its responsible investment team for North America.

The Canada Pension Plan Investment Board is appointing Zubaid Ahmad to the newly created role of senior advisor, United States.

The Benefits Alliance Group’s board of directors is appointing Jim Edmands as president.

Franklin Templeton Investments Corp. has appointed William Tsotsos as its new head of institutional.

Schroders is appointing Marc Brookman as chief executive officer of its North American operations.

Richard Nesbitt was appointed to the OPSEU Pension Trust board of trustees this past September by the Government of Ontario.

Jamie Farrell is moving to Mercer’s U.K. offices in the role of principal and consulting team leader.

Mercer Canada has appointed Rachel Volynsky as its new chief investment officer.

The University of British Columbia Investment Management Trust Inc. has appointed Dawn Jia as its president and chief executive officer, effective Sept. 13, 2019.

Blue Pier Administration Corp. is appointing Brian Mills to the board of trustees of its retirement plan.

The provincial government has appointed Brian Gibson as the new chair of the Investment Management Corp. of Ontario’s board of directors, effective immediately.

SEI Investments Canada Co. has appointed John Csaszar as Canadian equity portfolio manager and analyst in its investment management unit and Dexton Blackstock as managing director and head of Canadian business development for its institutional group.

Mercer is appointing Dr. Andrew Halpert as clinical innovation leader for health in the U.S. and Canada.

Morneau Shepell Ltd. has appointed Kaytek Przybylski as executive vice-president and chief data and technology officer.

Rosemarie McClean, the Ontario Teachers’ Pension Plan’s chief operating officer of enterprise operations, is moving to a new role at the United Nations Joint Staff Pension Fund effective Jan. 1, 2020.

The OPSEU Pension Trust is appointing Peter Lindley as its president and chief executive officer, effective Sept. 16, 2019.

Jennifer Agnew is joining Brown Mills Klinck Prezioso LLP on Sept. 3 as benefits and pensions counsel.

Foyston, Gordon & Payne Inc. is appointing Brooke Biscoe as a credit analyst on its fixed income team.

Daniel Fournier is retiring from his role as the chief executive officer of Ivanhoé Cambridge, with Nathalie Palladitcheff, the firm’s current president set to succeed him.

Jordan Fremont is relocating his pension, benefits and executive compensation practice to Bennett Jones LLP.


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