People Watch



Appointment notice – John Gray

John Gray

John Gray
Vice President,
Group Sales & Service

Brent Allen, Executive Vice President, Group, is pleased to announce John Gray as new Vice President, Group Sales and Service.

As a leading health and dental benefits provider and wide-reaching social enterprise, Green Shield Canada (GSC) provides customers with a compelling alternative that delivers meaningful solutions to improve health and well-being. And our people make it happen.

With a proven track record of success, John is all about reforming sales and service strategies that will address the emerging needs of clients and engage the marketplace in an evolving way. John and his passionate team believe in GSC’s dedication to service, innovation, and the sustainability of plans – and are driven to help bring leading solutions to advisors and clients, while also furthering our capacity to give back to our communities.

Prior to joining GSC in 2015, John worked in all regions across Canada on both the consulting and insurer sides.

gsc green shield canada

Appointment notice – Manmeet Bhatia & William (Bill) Tsotsos

Franklin Templeton is pleased to announce two new appointments to Canadian executive team: Manmeet Bhatia as Head of Private Wealth and William (Bill) Tsotsos as Head of Institutional.

Manmeet Bhatia

Manmeet Bhatia, CFA, LIFA, CLU, CFP, CIM
Head of Private Wealth, Canada,
Franklin Templeton

Drawing from more than two decades of financial industry experience, Manmeet manages and directs the firm’s private wealth strategy in Canada to meet the evolving investment and wealth management needs of discretionary and high net worth clients. He oversees the private wealth channel, inclusive of Fiduciary Trust Canada and FTC Investor Services Inc.

Prior to joining Franklin Templeton, Manmeet held executive and senior leadership positions at wealth and asset management firms. He was SVP, Online Brokerage and Digital Wealth Product, and chief wealth correspondent for Aviso Wealth; CIO and SVP, Product Development for Qtrade Financial Group; and director of Product Management at Assante Asset Management.

Bill Tsotsos

William (Bill) Tsotsos, BA, MBA, CFA
Head of Institutional, Canada,
Franklin Templeton

Leveraging his extensive experience in institutional business development, client service and consultant relations, Bill is responsible for leading the firm’s Canadian institutional business strategy in all facets, including sales, relationship management and consultant relations. An industry veteran with more than two decades of financial services experience, Bill was previously Senior Vice President and Head of Canada overseeing Institutional, Sub-Advisory and Consultant Relations distribution efforts at BrightSphere Investment Management, formerly known as Old Mutual Asset Management.

Bill has also served as a Managing Director at Baring Asset Management and held senior roles at Scotia Cassels Investment Counsel, PIMCO and Standard Life Investments. Before entering the asset management field, Bill was a senior asset consultant and manager research professional.

Franklin Templeton

Appointment notice – Rob Broley

Rob Broley

Rob Broley
Director of Institutional Client Management,
Mawer Investment Management Ltd.

Mawer Investment Management Ltd. appoints Rob Broley as Director of Institutional Client Management.

Mr. Broley will lead the firm’s institutional client service, consultant relations, and business development teams. He will be based in Toronto, and reports to Craig Senyk, President and Vice Chairman of Mawer Investment Management.

Mr. Broley joins Mawer from Brookfield Asset Management, where he was responsible for the Canadian distribution of the public securities group’s investment management business.

Previously, Mr. Broley managed Guardian Capital’s institutional business development and consultant relations efforts globally, and was the team lead for the U.S.-based Corporate, Endowment, and Foundation sales team at JanusINTECH.

Mr. Broley holds a Bachelor of Arts with honours from the University of Western Ontario and an MBA from McGill University. He has over twenty years of work experience in the asset management industry.


Appointment notice – André Choquet

André Choquet

André Choquet, FCIA, FSA, CIM, RIS
Director, Client Portfolio Management,
Russell Investments Canada

Expanding the Russell Investments Canada Institutional Team

We are pleased to announce the appointment of André Choquet, FCIA, FSA, CIM, RIS to Director, Client Portfolio Management. Based in Toronto, André will manage traditional consulting and Outsourced Chief Investment Officer (OCIO) clients.

As an actuary and investment professional with over 25 years of multi-national experience in consulting for Defined Benefit, Defined Contribution and Non-Profit organizations, André’s areas of expertise include risk management; crafting and implementing investment strategies; and the integration of Environmental, Social and Governance (ESG) factors in the investment process. He has pioneered both financial risk consulting and OCIO practices.


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.


Sun Life Global Investments Canada Inc. has named Jordy Chilcott president and senior vice-president of investment solutions.

Mercer Canada has appointed Bernard Mercier as partner and wealth business leader for its Vancouver division.

Franklin Templeton Investments Corp. has appointed Alan Bartlett chief investment officer of its global equity group.

Mercer Canada has appointed Myriam Bélanger as a principal advisor on its health team.

Morneau Shepell Ltd. has appointed Mazen Shakeel as vice-president and practice leader for asset and risk management.

Jo Taylor has been named the new president and chief executive officer of The Ontario Teachers’ Pension Plan, effective Jan. 1.


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