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Bill’s Buzz December 2021 Moves

January 6, 2022  

Healthcare of Ontario Pension Plan appoints Lori Hall-Kimm as Head of Global Private Equity in the new year. Lori will be leaving CPP Investments where she was Managing Director, Direct Private Equity.

In Montreal, Desjardins Capital Markets has appointed Philip Fortin as Managing Director, Head of Corporate Banking and National Accounts, Quebec and Guillaume Lessard as Managing Director, Head of Loan Structuring and Syndication.

Empire Life Insurance appoints former CFO, Edward Gibson as Senior Vice President of Capital Management. Other appointments include former Director of Compliance, Christine Jewell, as Vice President and CCO.

Jayden Van joins Bank of America as Vice President, Investment Banking, M&A in New York. Previously, Jayden was Vice President, Investment Banking at TD Securities in Toronto.

Roth Canada hires Tina Byers as Vice President, Investment Banking from Adelaide Capital’s Investor Relations team.

Christian Grober joins Brookfield Asset Management as an ESG Associate from Greenview where he was a Senior Sustainability Analyst.

Joining Canaccord Genuity in Toronto from Canalyst in Vancouver is Equity Research Associate, Patrick Kealey.

Matt Choi joins Nicola Wealth as a Senior Analyst, Private Debt in Vancouver from HEB Manitoba where he was an Investment Analyst, Private Markets.

In Vancouver, Kurt Macaulay joins Fort Capital Partners as an Investment Banking Analyst from BC Hydro where he was a Project Manager.

Joining Desjardins in Toronto as an Analyst, Responsible Investment is Titouan Gentileschi from Capital for Climate where he was a Responsible Investing Consultant in New York.

In Vancouver, Kurt Macaulay joins Fort Capital Partners as an Analyst from BC Hydro where he was a Project Manager.

Christian Grober joins Brookfield Asset Management as an ESG Associate from Greenview where he was a Senior Sustainability Analyst.

Joining Canaccord Genuity as an Equity Research Associate is Patrick Kealey from Canalyst where he was an Equity Research Associate in Vancouver.

Jayden Van joins Bank of America as Vice President, Investment Banking, M&A in New York. Previosuly, Jayden was Vice President, Investment Banking at TD Securities in Toronto.

Healthcare of Ontario Pension Plan appoints Lori Hall-Kim as Head of Global Private Equity in the new year. Previously, Lori was Managing Director, Direct Private Equity for CPP Investments.

Empire Life Insurance appoints former CFO, Edward Gibson as Senior Vice President of Capital Management. Other appointments include former Director of Compliance, Christine Jewell, as Vice President and CCO.

Empire Life Insurance appoints Nadine Deacon as Director of Talent Acquisition from Manulife where she was Director, Executive Global Talent and Matt Choi joins as Senior Analyst, Private Debt in Vancouver from HEB Manitoba where he was an Investment Analyst, Private Markets

Raymond James has announced that in 2022, Jamie Coulter will take over as CEO from Paul Allison. Click HERE to read more.

In Montreal, Miguel Barrieras joins Oaklins as Senior Partner. Previously, Miguel was Senior Vice President & Head of Commercial Banking Distribution Network at Scotiabank.

Joining the Metals and Mining group at National Bank Financial from Scotiabank are Elian Terner as Head, most recently Managing Director, John O’Sullivan as Managing Director, most recently Director and Mary Zhang as Vice President, most recently an Associate Director.

Joining Desjardins as Managing Director, Corporate Banking is Sophia Soofi from CIBC Capital Markets where she was an Executive Director, Corporate Banking – Diversified Industries & TMT.

Shubha Khan joins Intact as Vice President, Investor Relations from Manulife where he was Assistant Vice President, Bank Credit & Relations.

iA Financial hires Jason Parker as Vice President, Fixed Income. Previously, Jason was the Head of North American Credit Research, FICC at BMO Capital Markets.

Ozkan Balci joins the M&A Advisory team at FirePower Capital from Casta Group where he was an Executive Director.

Jane Ferguson joins Rothschild as an Investment Banking Analyst from Stifel Financial where she was an Investment Banking Analyst.

Recent graduate, Spencer Shier joins Beacon Securities as an Equity Trading Analyst.

Alexander Capital and Oaklins are teaming up in Canada as Oaklins E Canada and have acquired Sandy Rhind, Blair Agnew, Guillaume Poulin, and Jonathan Sherman in Oaklins’ Toronto Office.

Joining Haywood Securities as Director, Institutional Equity Sales is Tim Miller. Previously, Tim worked on iA Capital Markets’ Institutional Equity Sales team.

Matthew Fidler joins KPMG as Partner – National Leader, Salesforce – Financial Services Technology from PwC where he was Partner, Financial Services Consulting.

Joining Race Capital as Partner is Richard Lam. Previously, Richard was the Global Head of VC Funds for Ontario Teachers’ Pension Plan. Click HERE to read more.

Scotia Global Asset Management appoints Jason Gibbs as Co-Head of the Equity Income team effective in the new year. Click HERE to read more.

Moves in Vancouver:

James Austen joins TD Securities as Director, Investment Banking, Technology from Cormark Securities where he was a Managing Director, Investment Banking.

Moves in Montreal:

Christopher Barnes joins Senorva as Vice President, Investor Relations. Previously, Christopher was Vice President, Sales and Trading for Pace Securities.

From Burgundy Asset Management where she was Vice President, Head of Canadian Institutional Group, Sylvie Méthot joins the Institutional Client Management team at Mawer Investment Management.

Zachary Curry joins Greenrock Capital Partners from Davis Rea where he was President & Portfolio Manager.

Quinn Bredin joins Deloitte as a Senior Associate, Valuations from BDO Canada where he was an Analyst on the Financial Advisory Team.

Joining CMCC Global as an Investment Associate is Paul Piotrowski from M Partners where he was an Equity Research Analyst.

Nick Blaney joins Third Eye Capital as a Senior Analyst from INFOR Financial where he was an Investment Banking Associate.

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