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Bill’s Buzz January 2021 Moves

January 1, 2021  

OMERS announces a leadership shuffle involving Ralph Berg, Annesley Wallace, and Satish Rai among others.

Ramond James has appointed Jimmy Leung as Managing Director and Head of Sustainability Investment Banking. He previously oversaw Canadian Technology Investment Banking.

Bloom Burton & Co. promotes the following:

PI Financial appoints Brodie Dunlop as Co-Head of Institutional Sales alongside Jim Danis, and hires Ben Jekic as a Senior Research Analyst covering Industrials.

Lesley Marks, former CIO at BMO Private Wealth, has joined Mackenzie Financial as CIO, Equity Investing.

Albert Tzurkov joins WinnerMax Capital as Portfolio Manager from Lincluden Investment Management.

3iQ hires Anoop Dogra as Managing Director, Product and Syndication from BMO Capital Markets where he was Director, Cross-Asset Solutions.

Leaving BMO Capital Markets’ Equity Capital Markets team to join ColdBlock Technologies is Director Craig West.

Joining Whitehorse Liquidity Partners as a Principal from CIBC Capital Markets where she was a Director, ECM is Brittany Clarke.

Chris Haubrich joins PureGold Mining as Vice President, Business Development from National Bank Financial where he was Vice President, Investment Banking, Global Mining & Metals.

Sprott Resource Streaming & Royalty hires Analyst Sean Ruiz Barnes from Ausenco where he was a Senior Business Development Analyst & Financial Modeller, Metals & Mining.

Denham Capital hires Trevor Anderson as an Associate from Sprott Streaming & Royalty.

Penfund hires Tim Melis as an Associate from Moelis in New York where he was an Investment Banking Analyst.

Also from Moelis but in the UK, is Scotiabank Capital Markets’ newest Investment Banking Associate, Colin Gray.

Louisa Pirillo joins the Private Capital team at Ontario Teachers’ Pension Plan as an Investment Analyst from BAML where she was an Investment Banking Analyst.

In Montreal, Shauhan Kataroyan joins National Bank as a Private Equity Analyst. Shauhan was previously an Analyst, Strategy and Corporate Development at Lune Rouge.

Joining Raymond James’ Calgary-based Energy Investment Banking team as Director, Head of Acquisitions & Divestitures, Canada is Stephen Woima, from Credit Suisse.

Desjardins Securities hires Kevin Krishnaratne as Managing Director, Technology Sector Analyst. Kevin was previously at Eight Capital in a similar role.

Alan Tannenbaum has been appointed Head of Global Investment and Corporate Banking at BMO, succeeding Peter Myers who will become Vice Chairman.

Roth Canada hires Brady Fletcher as President & Head of Investment Banking. Brady was most recently Managing Director, Head of TSX Venture Exchange at TMX Group.

Damir Gunja joins Oak Hill Financial as Senior Vice President, Investor Relations & Capital Markets Advisory. Damir was previously Director, Equity Research at TD Securities.

Leaving Oak Hill Financial where he was a Senior Vice President to join CIBC Capital Markets as a Director, Structured Product Sales, is Patrick O’Connell.

In Montreal, Guillaume Mounier joins Investissement Quebec as Director, Private Equity, TMT. Previously, Guillaume was Vice President, M&A at Deloitte.

Picton Mahoney Asset Management hires Materials Equity Research Analyst, Mark Mihaljevic from RBC Capital Markets where he was a Research Analyst.

In Vancouver, Mahmoud Hannoud joins Capital West Partners as an Investment Banking Associate. Mahmoud was most recently a Senior Consultant at KPMG in Calgary.

Stephanie Lo joins Clairvest as a Manager, Investor Relations & Marketing from KPMG where she was an Associate, Mid-Market M&A Advisory.

Lara Zink, previously Managing Director, Global Equity Sales at RBC Capital Markets, joins Women in Capital Markets as President & CEO.

Joining Novamind as COO is Pierre Bou-Mansour from LifeLabs.

Cantor Fitzgerald hires Michael Astone as Director, Investment Banking from BDO Capital Advisors where he was Director, M&A.

Marie-Claude Boisvert and Patrick Daignault will join Sagard Holdings to launch the Canadian Private Equity platform in February. Marie-Claude was most recently Partner at Clearspring Capital Partners and Patrick, Senior Director, Private Equity at PSP Investments.

Peakhill Capital hires Partner Jonah Belkin who was most recently Vice President, Investments at Tricon Capital.

Jonathan Sargent joins Echelon Wealth Partners as Vice President, Investment Banking from Canaccord Genuity.

Leaving Echelon Wealth Partners where he was most recently an Investment Banking Associate, is Faizan Rauf to join RCM Capital as a Senior Associate, Direct Investments.

In Calgary, ATB Financial hires Jason Short as Vice President, Investment Banking. Jason was most recently an Investment Banking Associate at Canaccord Genuity.

In Montreal, Walter Financial hires Daniel Lavoie as an Assistant Portfolio Manager from State Street Global Advisors where he was Vice President.

Previously Manager, Corporate Development at KPMG, Camile Bowman joins Deloitte as a Senior Manager, Corporate Development.

In Vancouver, leaving BCI where he was a Senior Analyst, Private Debt to join Hold It All as an Investments Associate, is Thomas Cecchi.

Sandstorm Gold Royalties hires Martin Dumont as a Corporate Development Associate. Martin was previously an Equity Research Associate, Metals & Mining at BMO Capital Markets.

Josh Rosenblatt joins Anson Funds as an Investment Analyst. Josh was previously an Investment Banking Associate at BAML.

Lululemon hires Karsten Lee as a Senior Financial Analyst. Karsten was most recently an Investment Banking Associate, DIG at BMO Capital Markets.

TD Securities hires Investment Banking Analyst, Ziad Saliba, from Desjardins Capital Markets.

Concert Properties hires Zachary Leranbaum as Senior Analyst, Investments from Firm Capital.

Viddhi Kanal joins CIBC as a Senior Business Analyst. Viddhi was most recently an Investment Banking Associate at Citi.

Recent grad, Mitchell Ho, joins OTPP as an Investment Analyst.

Fonds de solidarité FTQ will appoint President and CEO Janie Béïque to replace Gaétan Morin who is retiring.

In Montreal:

Egizio Bianchini joins Stifel GMP as Vice-Chairman, Managing Director and Head of Mining Investment Banking. Egizio was most recently Executive Vice-Chairman and Board Member at Ivanhoe Mines.

Gregory Chu joins Mackenzie Investments as an Associate Vice President, Portfolio Manager from GLC Asset Management where he was a Vice President, Equities.

Feng Han joins CIBC Asset Management as an Equity Analyst from Eight Capital where he was an Equity Research Associate, Energy.

Joining Blair Franklin Capital Partners as a Director is David Zhang. David was most recently an Executive Director at CIBC Capital Markets.

KingSett Capital hires Vice President, Asset Management, Multi-Residential, Steven Gross from Tricon Capital where he was Director, Asset Management.

Leaving CIBC Capital Markets in Calgary to join Ontario Teachers’ Pension Plan in Toronto is Investment Associate Michael Dzierzecki.

David Kramer joins TELUS Ventures as a Senior Associate. David was most recently an Investment Banking Associate, Technology at BMO Capital Markets.

These recent grads have joined the following:

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