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Bill’s Buzz June 2021 Moves

July 15, 2021  

After his recent elevation Jean-Yves Bourgeois, EVP Business Services, announced a few executive changes at the Desjardins Group:

Previously at Invesco where he was Vice President is Norman MacDonald, joining Fort Capital Partners as Partner, Natural Resources.

Canaccord Genuity hires Barry Goldberg as Managing Director and Head of Special Projects. Most recently, he was a Principal Investor and Founding Partner at PointNorth Capital.

Joining Laurentian Bank Securities as Managing Director, Head of Institutional Equity Sales is Jason Trainor. Jason was previously Managing Director, Institutional Equity Sales at National Bank Financial.

Also joining Laurentian, as Managing Director, Investment Banking is Rob Sutherland from Echelon Wealth Partners where he was Managing Director, Head of Real Estate Investment Banking.

In Montreal, Simon Cousineau joins AddEnergie as Director, Corporate Development from National Bank Financial where he was an Associate, Investment Banking, Mid-Market M&A.

IMCO hires Anastasia Elia as Senior Principal, Private Equity from CPPIB where she was Principal, Funds, Private Equity.

Previously an Investment Associate, Infrastructure at OMERS Infrastructure in Toronto is Elan Kramer, joining Generate in San Francisco as an Investment Associate.

Mike Andrew joins the Kinross Gold Operation Strategy team as an Analyst from Deloitte’s Corporate Finance team where he was an Associate.

Leaving DBRS Morningstar where he was an Analyst in the Global Financial Institutions Group is Nelson Lee, joining Citi as a Corporate Banking Analyst.

Michael Jeon joins CIBC’s Power and Infrastructure Investment Banking team in Calgary as an Analyst. Previously, Michael was an Investment Associate at Amp Energy in Tokyo/Toronto.

Desjardins Securities appoints Mark Edwards to Managing Director & Co-Head of Investment Banking. Mark was previously Managing Director, Investment Banking, Real Estate.

Alan Polak has been named Managing Director & Head of Diversified Industries, Corporate & Investment Banking at TD Securities. Previously, Alan was Managing Director & Head, Canadian Financial Sponsors.

Coinsquare hires Kevin Heffernan as Head Trader from Beacon Securities where he was Managing Director, Head of Sales and Trading.

Joining RBC Capital Markets’ Mid-Market M&A team from BDO Canada are John Drake as Vice President, and Spencer Turcotte as Associate. John and Spencer were previously on the Transaction Advisory and M&A Capital Advisory team respectively.

Also leaving BDO, in Montreal where she was an M&A Senior Associate is Alexandra Amaya-Hernandez, joining FOS Advisors as a Senior Associate.

In Toronto, CI Global Asset Management hires Marc-Andre Lewis as Head of Investment Management from Abu Dhabi Investment Authority where he was Head of Portfolio Construction.

In Vancouver, Trevor D’Sa joins Filo Mining as Vice President, Corporate Development & Investor Relations. Trevor was most recently on GT Gold’s Corporate Development team.

Also in Vancouver, Stern Partners hires Benjamin Salopek as Vice President. Benjamin was most recently an Associate Director, Global Investment Banking at Scotiabank Global Banking and Markets.

Leaving Origin Merchant Partners where he was Director is Matthew Rome, joining Dialogue as Director, Strategy & Corporate Development.

Philip Smith joins Sanctuary AI as CFO from Scotiabank where he was Senior Vice President, Investor Relations.

Joining McCain Foods as Manager, Corporate Development is Connor DiStefano. Connor was previously an Associate, Investment Banking, M&A at National Bank Financial.

Leaving Garibaldi Capital Advisors where he was Principal is Geoff Taylor, joining Nicola Wealth’s Private Equity team.

In Montreal, Philippe Charbonneau joins GardaWorld as an Associate, Corporate Development from Deloitte where he was a Senior Associate, M&A Corporate Finance.

Also in Montreal, Albert Matousek joins Stifel Financial as an Investment Banking Associate. Albert was previously at National Bank Financial as an Equity Research Associate.

Rothschild & Co. hires Clifford Fang an Investment Banking Associate from CIBC Capital Markets where he was an Investment Banking Analyst.

Joining Fort Capital Partners in Calgary as an Investment Banking Associate is Andrew Plokhii from Frac Shack International where he was a Corporate Development Financial Specialist.

Also, joining Fort Capital is Investment Banking Analyst David Tang, most recently an M&A Advisory Analyst at Deloitte.

Ian Jiang joins Advent International in Shanghai as an Associate. Ian was most recently an Investment Banking Analyst at RBC Capital Markets in Toronto.

Credit Suisse hires Nizam Khan as an Investment Banking Analyst, Generalist from CIBC Capital Markets where he was an Investment Banking Analyst, Infrastructure, Power & Utilities, Debt Capital Markets.

Michael Smerdon joins Canada Post Pension Plan as GM, Infrastructure Portfolio. Michael was previously CEO at iCON Infrastructure Canada.

PenderFund Capital Management hires Geoffrey Scott as Senior Vice President, Investments. Geoffrey was most recently an Institutional Portfolio Manager at CI Investments.

DRI Capital hires Stewart Busbridge as COO from Canaccord Genuity where he was Managing Director, Co-Head, Canadian M&A.

Leaving Scotiabank is James Brooks where he was Associate Director, Financial Sponsors & Infrastructure Investment Banking, joining Metergy Solutions as CFO.

Also leaving Scotiabank is Sean McIntyre who is joining National Bank Financial as Managing Director, Corporate & Investment Banking and Head of Diversified Industries Group.

Chris Cox joins Brookfield Asset Management as Vice President, Market Research, Infrastructure from Raymond James where he was Director, Equity Research.

Katrina Gorzheltson joins GDA Capital as Director of Finance. Previously, she was in a similar role at Moskowitz Capital.

Joining Boston Consulting Group as a Consultant is Josie McCann. Josie was most recently Manager, Infrastructure Advisory at Deloitte Canada.

Ailbhe Tobin joins TorQuest Partners as an Associate. She was most recently at Slate Asset Management in a similar role.

Joining RBC Capital Markets’ Mid-Market M&A team from PwC Canada are Mounir Narous and Adam Tambosso as Associates. Mounir and Adam were previously on the Transaction Services team.

Leaving Onex as Senior Associate is Jordan Grossi, joining INFOR Financial Group as an Investment Banking Analyst.

Previous Scotiabank M&A Analyst, Louis-Xavier Labrosse, is joining Birch Hill Equity Partners as an Associate.

Joining the Private Equity team at Nicola Wealth is Kent Sio from BMO Financial Group where he was an Associate.

Peter Routledge will succeed Jeremy Rudin as Superintendent of Financial Institutions.

Northleaf Capital Partners hires Shane Feeney as Global Head of Secondaries from Canada Pension Plan Investment Board where he was Global Head of Private Equity and Senior Managing Director for the Canadian Pension Fund.

Joining Scotiabank from National Bank are:

Matthew Sale joins Aleafia Health as CFO, formerly a Director, Diversified Investment Banking at Raymond James.

Brandon Throop joins New Gold as Director, Investor Relations from Lundin where he held a similar role.

Timothy Johnston re-joins RBC Capital Markets as Managing Director, Equity Capital Markets. Timothy was most recently at PI Financial in a similar role.

UBS Securities hires Greg Jones as Director, Investment Banking, Global Metals & Mining from BMO Capital Markets.

Director, Investment Banking, Paul Easterbrook joins National Bank Financial from TD Securities.

Leaving BlackRock where he was Vice President, Institutional Client Business is Nick Winch, joining HarbourVest Partners as Vice President.

In Montreal, Maxime Emond-Richard joins Caisse de Depot et Placement du Quebec as Senior Associate, Capital Solutions. Maxime was previously Vice President at BMO Capital Markets.

Stifel Financial hires Vivek Sharma as an Investment Banking Associate. Previously, Sharma was a Senior Global Equity Research Associate at Scotiabank.

Ian Macdonald joins Social Capital Partners as an Associate, Investments. Ian was formerly at National Bank as an Associate, Investment Banking.

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