Giorje Kaniouras

August 5, 2020

Giorje Kaniouras, Vice President, Partnerships and Business Development, Eastern Canada, Worldsource Financial Management Inc. (MFDA dealership) and Worldsource Securities Inc. (IIROC dealership) (collectively, ‘Worldsource’)

Worldsource Securities Inc.
Worldsource Financial Management Inc.

Worldsource hires new executive to join Partnerships and Business Development team—deepens service offering and execution potential.

Worldsource is pleased to announce the appointment of Giorje Kaniouras, as Vice President, Partnerships and Business Development, Eastern Canada, for Worldsource Financial Management Inc. (MFDA dealership) and Worldsource Securities Inc. (IIROC dealership) (collectively, ‘Worldsource’).

The appointment of Giorje Kaniouras to the Worldsource leadership team adds to the momentum the organization is experiencing across both entities. The success of our partnerships with independent Advisors and wealth management organizations requires that they interact with talented and skilled individuals who apply their business acumen to their roles. Giorje brings a wealth of direct experience to help make these connections and grow our business. In bringing these skills to Worldsource, Giorje joins Trish Nielsen, Vice President, Partnerships and Business Development, Western Canada, Richard Rizi, Senior Director, Investment Services and Pooja Wallia, Director, Partnerships and Business Development, in supporting independent Advisors across Canada.

Giorje joins Worldsource with over 20 years’ industry experience gained with leading dealerships. This authenticity has resulted in him successfully developing and implementing wealth management strategies and influencing distribution channels, including asset management, wholesale finance, online brokerage and digital investing. He strongly believes in the value of advice and enhancing the financial outcomes for clients across Canada.

His appointment complements and enhances the depth of the Worldsource leadership team furthering our position to develop and deliver solutions that advance the growth of the firm. Directly before joining Worldsource, Giorje held the role of VP, Partnerships and Business Development for a leading wealth management firm. He also served as the National Sales Manager for a Schedule 1 chartered bank. In this role, he led a team that was responsible for partnership and development efforts across various channels. Earlier in his career, Giorje held progressively senior roles with major Canadian financial services organizations.

Worldsource proudly supports the independent Advisor channel, offering access to leading-edge technology, a consultative compliance approach and robust and sophisticated product solutions, including ETFs. We are part of Guardian Capital Group Limited (Guardian), a respected and diversified financial services company with a growing global reach, and founded in 1962. Guardian operates in two main business areas, Asset Management and Financial Advisory, with offices in Canada, the US and the UK. Its stocks trade on the Toronto Stock Exchange. As of March 31, 2020, Guardian had C$27.5 billion AUM and $18.2 billion AUA.

Jean-François Chalifoux

June 9, 2020

Jean-François Chalifoux, Chair of the Board of Directors of the Canadian Life and Health Insurance Association (CLHIA).


Jean-François Chalifoux, Chief Execu-tive Officer of SSQ Insurance has been elected Chair of the Board of Directors of the CLHIA.

Founded in 1944, SSQ Insurance is now one of the largest insurance compa-nies in Canada, with $13 billion in assets under management.

Jean-François holds a bachelor’s de-gree in actuarial sciences from Laval University, is a Fellow of both the Cana-dian Institute of Actuaries and the Casu-alty Actuarial Society, and is a graduate of the Queen’s Executive Development Pro-gram. Prior to joining SSQ Insurance in 2015, he held several executive roles with major Canadian insurance companies.

The CLHIA is a voluntary association whose member companies account for 99 per cent of Canada’s life and health in-surance business. The industry provides a wide range of financial security prod-ucts such as life insurance, annuities (in-cluding RRSPs, RRIFs and pensions) and supplementary health insurance to al-most 29 million Canadians. It also holds over $850 billion in assets in Canada and employs more than 156,000 Canadians.

Norm Leblond

December 2, 2019

Norm Leblond Vice-President, Chief Underwriter and Claims Risk Officer, Sun Life

Sun Life

Sun Life is pleased to announce the appointment of Norm Leblond as VP, Chief Underwriter and Claims Risk Officer.

In his new role, Norm will lead the Underwriting and Claims Risk Management teams promoting excellence and consistency in underwriting risk assessment and claims adjudication across Canada. He will also lead the Vendor Management team and have oversight of the Medical Consultants supporting Canadian underwriters, and life, critical illness and long-term care claim adjudicators. Recently, Norm has led the Individual Life & Health Underwriting function for Canada and the English Caribbean at Swiss Reinsurance.

Norm brings a deep technical knowledge and a positive and goal-oriented attitude to his role. Earlier this year, Norm was an inductee into the Association of Home Office Underwriters Hall of Fame.

SLF Inc. is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients. Sun Life has operations in a number of markets worldwide, including Canada, the United States, the United Kingdom, Ireland, Hong Kong, the Philippines, Japan, Indonesia, India, China, Australia, Singapore, Vietnam, Malaysia and Bermuda. As of September 30, 2019, Sun Life had total AUM of $1,063 billion.

Bill Tsotsos

November 18, 2019

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.

Manmeet Bhatia

November 18, 2019

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.

Jordy Chilcott

August 26, 2019

Jordy Chilcott, President, Sun Life Global Investments and
Senior Vice-President, Investment Solutions, Sun Life

Sun Life Global Investments
Sun Life

Sun Life Global Investments is pleased to announce the appointment of Jordy W. Chilcott as President, Sun Life Global Investments and Senior Vice-President, Investment Solutions, Sun Life.

Since joining Sun Life Global Investments in 2017 as Head of Investment Distribution, Jordy has overseen the development and strategic growth of the distribution team. Sun Life Global Investments now serves more than 600,000 investors across Canada.

A seasoned wealth management executive, Jordy’s extensive career in financial services includes leading Scotiabank’s global asset management business. He was also the President and CEO of Dynamic Funds. Jordy has significant experience in distribution and in guiding large sales teams to drive success.

As President, Jordy will oversee Sun Life Global Investments, driving Client outcomes through the firm’s focus on investment performance and distribution excellence in both the retail and institutional channels.

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Sun Life Global Investments (Canada) Inc. is a member of the Sun Life group of companies.

Rowena Chan

June 10, 2019

Rowena Chan, President
Sun Life Financial Distributors (Canada) Inc.

Sun Life Financial is pleased to announce the appointment of Rowena Chan to the company’s Canadian Executive Team in the role of President, Sun Life Financial Distributors. In this role, Rowena leads the Insurance and Investment Distribution team. She is responsible for delivering a seamless Client experience across the omni-channel, while continuing to ensure excellent value from our full service advisors. Rowena joined Sun Life in early 2019 with over thirty years of financial services and wealth management experience. She is committed to helping Canadians achieve lifetime financial security and live healthier lives.

Sun Life Financial is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients. Sun Life Financial has operations in a number of markets worldwide. As of December 31, 2018, Sun Life Financial had total assets under management of $951 billion.

Samantha ONeill

June 10, 2019

Samantha O’Neill, Chief Marketing Officer for Canada

Sun Life Financial is pleased to announce the appointment of Samantha O’Neill to the company’s Client Experience Office Leadership Team in the role of Chief Marketing Officer, Canada. In this newly created role, Samantha works with Sun Life’s Canadian businesses and the Global Marketing functions to develop and deliver a holistic Client experience. Samantha joined Sun Life in 2017 and brings twenty years of extensive Client insight and expertise to the team. She is a passionate leader dedicated to creating memorable Client moments.

Sun Life Financial is a leading international financial services organization providing insurance, wealth and asset management solutions to individual and corporate Clients. Sun Life Financial has operations in a number of markets worldwide. As of December 31, 2018, Sun Life Financial had total assets under management of $951 billion.

Kate Nazar

June 10, 2019

Kate Nazar, Vice President, Strategy and Market Development, Group Retirement Services

Sun Life is pleased to announce the appointment of Kate Nazar as VP, Strategy and Market Development, in the Group Retirement Services team. In her new role, she is responsible for the overall leadership of Market Development and guiding the seamless delivery of Strategic Planning, Marketing, Investment Solutions, Digital Innovation, Product Development and Data & Analytics. She develops and implements new business strategies that enhance the business model for Group Retirement Services. Since joining Sun Life in 2010, she was Assistant Vice President, Client Relationships, Regional Vice President, GRS Business Development & Client Relationships (Ontario and Atlantic Canada), and she was most recently Vice President, Client Solutions Centre.

Kate is a member of the Association of Canadian Pension Management (ACPM), Canadian Pension & Benefits Institute (CPBI) and the International Federation of Employee Benefit Plans (ICEBS), an external mentor at the Scala Network for women in leadership and honorary Vice Chair for the 2019 Ride to Conquer Cancer.


June 10, 2019

Jean-Michel Lavoie, Regional Vice President, Quebec Region, Group Retirement Services

Sun Life is pleased to announce the appointment of Jean-Michel (JM) Lavoie as RVP, Quebec Region, Group Retirement Services. In this role, he leads, manages and coaches a team of high performing Business Development and Client Relationship Executives.

JM joined Sun Life in February 2013 as Director, Pharmaceutical Benefits and was promoted to Assistant Vice President, Product Development in 2016. As the leader of the Group Benefits Product team, he was responsible for the creation and execution of the product strategy to differentiate Sun Life as the leading benefits provider in Canada. He represented Sun Life on industry task forces and government relations activities that have positively influenced our business. JM was nominated as one of 2017 LIMRA’s 25 Rising Stars in Innovation and in 2018, the Journal de l’assurance highlighted him as one of the Top 25 New Leaders in insurance for his work and involvement.


May 6, 2019

Micol Haimson, Senior Vice President and Branch Manager, Montreal flagship branch

Raymond James

It is with great pleasure that we welcome Micol Haimson to Raymond James Ltd., as Senior Vice President and Branch Manager of our Montreal Private Client Group flagship branch. Micol joins our Montreal team after a 20 year career of senior executive roles in wealth management at a major Canadian bank. She will be focusing on growing the Raymond James footprint in Montreal by supporting advisors and attracting top wealth management professionals to the firm. Micol earned her Bachelor of Science in Computer Science from McGill University. She is an active volunteer serving or having served as: Board member and President, Investment Committee, of the McGill University Health Centre Foundation; ViceChairman, The Trafalgar Ross Foundation; past Director of Membership of the Treasury Management Association of Canada; and past Committee Member, MS Society of Quebec.

Raymond James Ltd. is the Canadian arm of Raymond James Financial, Inc., one of North America’s leading full service investment dealers. The firm ofers an extensive range of professional investment services and products including: private client services, financial and estate planning, portfolio management, insurance, equity research, investment banking and institutional sales and trading.


December 10, 2018

Stefanie MacDonald, Group Publisher, Investment and Advisor Groups

tc media

TC Media is pleased to announce the appointment of Stefanie MacDonald to the position of Group Publisher, Investment and Advisor Groups. In this capacity, she will drive the strategy and oversee the sales and editorial teams for the flagship multiplatform brands Investment Executive, Finance et Investissement, Advisor’s Edge and Conseiller. Stefanie has been with TC Media for two years as Associate Group Publisher for the Advisor and Canadian Insurance Top Broker Groups. Previously, she was Publisher of Corporate Risk Canada, National and CCCA at Rogers Media. Throughout her career spanning over 15 years in business development, marketing and sales across multimedia platforms, Stefanie made her mark by delivering an outstanding customer experience through innovative integrated solutions for B2B publishing.

Stefanie completed a Bachelor of Arts, in English, from Dalhousie University, as well as continuing education programs in marketing, media sales and magazine publishing, from the University of Toronto, Ryerson University, and York University’s Schulich School of Business. Stefanie’s collaborative approach and her talent in developing long-term relationships with clients make her a passionate leader always at the ready to engage and inspire colleagues and collaborators alike.

TC Media, the Media Sector of Transcontinental Inc. (TSX: TCL.A TCL.B), is a leader in its specialty media segments in Canada, with flagship brands catering to the business, financial and construction sectors.

To place an appointment notice or for more information, please contact
Julia Sokolova at 416-847-5125 or