APPOINTMENT NOTICES

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.

click here for the website- www.sunlifeglobalinvestments.com

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

John Killeen

August 26, 2019

John Killeen, National Sales Manager,
Sun Life Global Investments

Sun Life Global Investments

Sun Life Global Investments is pleased to announce the appointment of John Killeen as National Sales Manager, Wealth Distribution.

John is a seasoned sales executive with an extensive career in financial services, which includes leading BMO Global Asset Management’s national sales team as well as other senior roles across asset management over the past 25 years. John has significant experience in distribution and sales strategy, and in managing large sales teams to drive success. In his new role, John will lead SLGI’s national sales team and will drive the plans and strategies for developing SLGI’s investment business across all retail investment products in Canada.

John’s established track record of managing large, high-performing teams, as well as his conviction in the value of advice and improving outcomes for clients across Canada make him a welcome addition to Sun Life Global Investments.

click here for the website- www.sunlifeglobalinvestments.com

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.

Jean-Michel

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.

Micol

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.

Micol

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. www.tc.tc

To place an appointment notice or for more information, please contact
Julia Sokolova at 416-847-5125 or julia.sokolova@tc.tc.