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Addenda
Brian Minns is sustainable investment specialist at Addenda Capital. Most recently, he was with the responsible investing team at the Canada Pension Plan Investment Board.
Brandes
Scott Fraser is regional director for Southwest Ontario at Brandes Investment Partners & Co. He has more than 15 years of industry experience and was most recently a regional sales manager at a Canadian investment firm.
Caisse de dépôt
Pierre Miron is executive vice-president, operations and information technology, and member of the executive committee at the Caisse de dépôt et placement du Québec. Prior to joining the Caisse, he
held various management positions with CGI Group.
FKI
Graydon Watters, founder and president of the Financial Education Institute of Canada, passed away on October 21. Founded in 1984 as Financial Knowledge Inc. (FKI), it initially served the educational
needs of advisors in the investment industry.Over the years, it evolved into a diversified educational services organization focused on the needs of employers.
HOOPP
Jim Keohane will become president and CEO of the Healthcare of Ontario Pension Plan (HOOPP) at the beginning of 2012, following current CEO John Crocker’s planned retirement which took place at the end of December. Keohane, formerly its CIO and senior vice-president, investments, has led the transition of its adoption of a liability driven investment strategy enabling it to maintain its fully funded status.
Industrial Alliance
Sandra Moroz is associate director, customer relations; Toms Lokmanis is investment specialist; and Maria Amoroso is a senior financial education specialist at Industrial Alliance’s Toronto, ON, group savings and retirement sales and service office. Moroz will have the responsibility for the servicing of all clients in Ontario and Western Canada. Lokmanis will be responsible for supporting business development managers in new investment only sales and for servicing investment only and CAP clients in Ontario and Western Canada. Amoroso will service clients in Ontario.
Invesco
Anik Paquet is vice-president, institutional investments, Eastern Canada, and Cinnamon Russell is vice-president, institutional investments, Western Canada, for Invesco Canada. Most recently, Paquet was a principal at Mercer Investment Consulting. Russell is returning to the west coast after heading up the national accounts team of Invesco in Toronto, ON.
Manulife
Adam Neal is Canadian head of sales and relationship management for Manulife Asset Management. He was previously with Pyramis Global Advisors where he was responsible for institutional investment
management sales focused on the Defined Benefit, foundation, and endowment marketplace in Ontario and Western Canada.
Russell
Don Ezra is co-chairman, global consulting, at Russell Investments. He joined the firm in 1984 and was the first president of Russell Canada. Now, he will work alongside the Canadian institutional team. Renata Klemensowicz is senior institutional sales and client service associate. She has been with the firm for more than 27 years. Ralph Loader is chief strategist, institutional Canada. He brings more than 35 years of institutional investment experience to his position which will see him provide senior level direction in strategic and business planning.
T. Rowe
Bruce Winch is director of business development for T. Rowe Price Canada. He will be responsible for sales and related new business development activities in Canada, working out of the firm’s Toronto, ON, office. He has more than two decades of industry experience, most recently with Invesco Ltd. where he served as senior vice-president, institutional investments, with oversight responsibility for institutional sales and client service activities in Canada.
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