People Watch



Appointment notice – Jonathan Flegg

Jonathan Flegg

Jonathan Flegg, CFA
Vice president,
Institutional sales,
T. Rowe Price


T. Rowe Price (Canada), Inc., has hired Jonathan Flegg, CFA, as vice president, institutional sales.

In this role, Mr. Flegg will provide investment solutions and sales support to defined contribution (DC) consultants, brokers, and clients in Canada. He will be based in Toronto and report to Bruce Winch, head of Canada for T. Rowe Price.

Mr. Flegg has nearly seven years of experience working in financial services sales and business development. He holds a bachelor of arts degree from Queen’s University and the Chartered Financial Analyst designation. This hiring demonstrates T. Rowe Price’s ongoing commitment to the DC marketplace in Canada and expands the company’s ability to serve clients.

T. Rowe Proce

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

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.

Fiera Capital Corp. has appointed Michael Quigley as executive vice-president and head of institutional markets.

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.

Capital Group has appointed Rick Headrick as president of its business in Canada.

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.

SLC Management is appointing Timothy Boomer as its new head of client solutions.

Schroders Investment Management Ltd. is naming Michelle Skelly as its new head of Canada.

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.

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.



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.