People Watch


Appointment notice – David Charland

David Charland

David Charland,
Director, Business Development and Client Relationships,

Sun Life Global Investments is pleased to announce appointment of David Charland as a Director, Business Development and Client Relationships, based in Montreal.

In his new role, David will be leading our business development efforts and will service clients in the Quebec and Atlantic regions.

Since joining Sun Life Group Retirement Services (GRS) in 2013 as a Client Relationship Executive, David has been successful in building relationships with plan sponsors, consultants and group advisors and helping to grow the GRS business. David was a GRS Retirement Strategist collaborating with his business development colleagues across the country to champion income-focused solutions and healthy plan designs.

Prior to joining Sun Life, David held multiple business development, actuarial and consulting roles with a leading insurance company and an investment consulting firm.

Sun Life Global Investment

Appointment notice – Nadia Darwish and Maria-José Perea

Nadia Darwish

Nadia Darwish,
Business Dev. & Client Relationships,
Group Retirement Savings

Maria-Jose Perea

Maria-José Perea,
Business Solutions & Mktg,
Group Retirement Savings

David Charbonneau, Senior Vice-President of Group Retirement Savings for Desjardins Insurance, is pleased to announce the following appointments.

Nadia Darwish, Vice-President, Business Development and Client Relationships
Nadia leads the business development, client relationships, education and investment strategy teams across Canada. She and her team are responsible for our growth strategy and providing a superior experience committed to helping plan sponsors and members achieve overall wellness.
Nadia is a champion of the client experience and has been a powerful advocate in the evolution of the Group Retirement Savings industry for 25 years.

Maria-José Perea, Vice-President, Business Solutions and Marketing
Maria-José leads the strategy, development, marketing and communications teams. Always working in our clients’ best interests, she is responsible for creating engaging and innovative outcome-based solutions that lead to an exceptional experience.
Maria-José has more than 18 years of experience in the technology and financial services industries. She has distinguished herself through her strong sense of leadership, strategic thinking, communication skills and her member-first approach.

Always working in your best interests

The Desjardins difference
A century’s worth of experience providing banking, insurance and savings solutions has shown us that helping people live fuller lives is what we do best. What sets us apart is our cooperative nature and our commitment to social responsibility. As the country’s largest cooperative, with 45,000 dedicated employees, we believe that everyone contributes to the success of the business. Our client-first approach to personal health and financial wellness is what helps us meet the needs of our members and clients. Find out more at

Desjardins insurance life health retirement

Appointment notice – Daniel Henry

Daniel Henry

Daniel Henry,
Vice-President, Business Development,
Group and Business Insurance

Josée Dixon, Senior Vice-President, Group and Business Insurance (GBI), Desjardins Insurance is pleased to announce the appointment of Daniel Henry to the position of Vice-President, Business Development.

With over 27 years of experience in group insurance, Daniel is recognized for his extensive knowledge of the industry and his proven ability to develop new markets, create growth and foster success within his teams. Daniel has held a number of leadership roles at Sun Life including Regional Vice-President Business Development for Ontario and Atlantic Canada, and National Corporate Accounts Segment Lead.

Look to the future with confidence

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.

Desjardins insurance life health retirement

Appointment notice – Jamal Siddiqui

Jamal Siddiqui

Jamal Siddiqui,
Senior Relationship Manager, Trust Services,
Canadian Western Trust

Canadian Western Trust (CWT) is pleased to announce the appointment Jamal Siddiqui to the role of Senior Relationship Manager, Trust Services.

Jamal joins CWT with more than 10 years of experience developing client-first solutions in trust, custody, asset servicing, treasury and banking roles in the financial services industry.

As CWT’s new Senior Relationship Manager, and with a particular focus on CWT’s corporate trust and pension custody client portfolio, Jamal will play a key role in developing and maintaining long-term client and partner relationships, and contributing to the continued growth and profitability of the CWB Group.

About Canadian Western Trust

Canadian Western Trust, a member of the CWB Financial Group, provides personalized trustee and custodial solutions for mid-sized pension plans, brokerage firms, investment managers, endowments, individual mortgage investors and other investment pools. Learn more at

Canadian Western Trust

Saskatchewan Blue Cross Welcomes Sherry Norris, Director, Life and Disability Services

Sherry Norris

Sherry Norris
Director, Life and Disability Services
Saskatchewan Blue Cross

Saskatchewan Blue Cross is pleased to welcome Sherry Norris to the position of Director, Life and Disability Services. Sherry brings excellence in Disability Management to Saskatchewan Blue Cross with more than 25 years of industry experience from working with both Sun Life and Equitable Life.

Having held a variety of roles within the Disability Management field throughout her career, Sherry has a passion for Disability Management and a commitment to a client focused approach. She will lead a strong team in Saskatoon and Regina that is dedicated to providing market-leading services to the people of Saskatchewan.

About Saskatchewan Blue Cross

Founded in 1946, Saskatchewan Blue Cross is an independent Saskatchewan owned not-for-profit, focused on providing comprehensive health care coverage that serves Saskatchewan residents. We offer health benefit solutions for singles, couples, families, as well as large and small employer groups. We are a member of the Canadian Association of Blue Cross Plans.

Saskatchewan Blue Cross

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

Ann Foran has been appointed vice-president of government at Medavie Blue Cross.

The Canadian Life and Health Insurance Association has named Alka Gautam, president and chief executive officer of RGA Life Reinsurance Co. of Canada, as its new chair.

Anita Swamy is joining Medavie Blue Cross as vice-president of operations.

The B.C. Financial Services Authority’s board of directors is appointing Blair Morrison as its new chief executive officer, effective July 22, 2019.

Dario Di Napoli is senior vice-president of institutional clients at Unigestion.

Sun Life Financial is making changes to its global finance leadership team and its investment management team.

The Ontario Teachers’ Pension Plan is appointing six new managing directors in its investment division.

The Investment Management Corp. of Ontario is appointing Patrick De Roy as senior managing director of total portfolio and capital markets.

Medavie Blue Cross is appointing Shane Reid as director of product, pharmacy and provider management.

Mercer Canada has appointed Todd Nelson as wealth leader for its Toronto office and Yanick Chainey as wealth leader for Quebec.

John Bai is joining NEI Investments and Aviso Wealth Inc. as vice-president and chief investment officer.

Jeff Marshall is joining Canada Life as senior vice-president and chief digital officer.

The Empire Life Insurance Co. is appointing Michael Perry as senior vice-president of  group solutions.

Kathy Jenkins is joining the Investment Management Corp. of Ontario as its new chief financial officer.

TD Asset Management has appointed Bruce Cooper as senior vice-president and chief executive officer, and Rob Vanderhooft as senior vice-president and chief investment officer.

Daniel Peak, national senior manager of private payer strategy at Sanofi, has retired.

bfinance has appointed Philip Coté director of client consulting.

The C.D. Howe Institute appointed Hugh O’Reilly as senior fellow.

FTSE International Ltd. has appointed Paul Bowes in the newly created role of Canadian country head.

Express Scripts Canada has appointed Michael Roszak as chief operating officer.

Foyston, Gordon & Payne is making changes to its global equity team.

Mercer Canada has re-appointed Rose Kwan as a partner in its health team.

Jim Keohane is retiring from his role as president and chief executive officer of the Healthcare of Ontario Pension Plan in March 2020.

The Ontario Pension Board has appointed Chris Kautzky as its new chief investment officer.

Hugh O’Reilly has resigned as president and chief executive officer of the OPSEU Pension Trust, effective immediately.

The Investment Management Corp. of Ontario is appointing Christian Hensley senior managing director of public equities and credit.

The Office of the Superintendent of Financial Institutions’ office of the chief actuary has appointed Assia Billig as chief actuary, starting in April 2019.

Art Babcock is retiring after more than 40 years in the Canadian group benefits industry.

Shoppers Drug Mart has appointed Chrissy Piraino as director of business development in its employer health solutions group.

Sun Life Financial Canada is making adjustments to its leadership teams.

Eckler Ltd. has appointed Dianne Tamburro as a senior defined contribution consultant.

B.C.’s College Pension Plan board of trustees selection panel has appointed Bita Jenab as its director of research and analysis for the college and public service pension plans.

Financial Horizons Group Inc. is changing up its broader leadership team.

Great-West Lifeco Inc. is appointing Edmund Murphy as its new president and chief executive officer of its U.S. subsidiary, Great-West Life & Annuity Insurance Co.

Frank Belvedere is retiring after more than 40 years as a pension actuary, investment consultant and advisor at Mercer Canada.

Arthur J. Gallagher & Co. is appointing Melanie Jeannotte as the national president of its benefits services group in Canada.

Russell Investments has appointed Peter Gunning as global chief investment officer.

Fasken LLP has appointed Michael Wolpert as a lawyer in its pension and benefits group.

Northern Trust has appointed Kimberly Evans as head of private capital fund administration in North America.

Express Scripts Canada has appointed Karen Kesteris as chief product owner.

Accompass Inc., a division of Arthur J. Gallagher & Co., is appointing Sherry Shaw as a vice-president in its benefits and health practice.

The Caisse de dépôt et placement du Québec has appointed Martin Coiteux as chief economist and Charles Émond as executive vice-president of Quebec and global strategic planning.

Mercer Canada has appointed Carole Field as wealth business leader in Calgary.

MFS Investment Management has appointed Edward M. Maloney as chief investment officer, effective Jan. 1, 2019. Maloney will succeed Michael Roberge, who will continue at MFS as chief executive officer.

The Ontario Teachers’ Pension Plan is appointing Steve McGirr as its new chair beginning January 2019.

Assumption Mutual Life Insurance Corp. is appointing Sébastien Dupuis as president and chief executive officer following the retirement of André Vincent. Vincent will assume the role of senior advisor to Dupuis until he officially retires on June 30, 2019.

Express Scripts Canada is appointing Dr. Dorian Lo as president following Michael Biskey’s retirement from the position in the first quarter of 2019.

The Great-West Life Assurance Co., the London Life Insurance Co. and Canada Life Financial Corp. have appointed Brad Fedorchuk as executive vice-president for group customer.

Medavie Blue Cross has appointed Marc Avaria as vice-president of product and disability management.



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.