Melissa Shin is the Editorial Director of Advisor.ca and Investment Executive. As an award-winning journalist, Melissa turns technical subject matter into accessible content for sophisticated audiences. Her reporting has been cited in university syllabi, in textbooks and to national regulators. Melissa has been with Advisor.ca since 2011. Prior to that, she was managing editor of Corporate Knights, a North American magazine focused on clean capitalism. Melissa is the vice-chair of the board for Fashion Takes Action, a non-profit focused on advancing sustainability in the fashion industry. She is a graduate of the Schulich School of Business at York University.

Mustafa is responsible for managing Skyline Wealth’s Advisor team and sourcing new business opportunities to further expand Skyline Wealth’s investor base across Canada. He aholds a Chartered Investment Manager designation with more than 12 years of experience in the financial services industry. Mustafa has worked in Canadian banks, online brokerages, and wealth management firms, and is skilled in investment advisory services.

Lori Clements is a CPA, CA, MTax, CFP with 20 years of experience working with high net worth clients in the fields of tax and wealth management.  She enjoys sharing her knowledge and supporting others in growing their understanding of tax and estate planning.

Bryan leads a team of Retail Client Portfolio Managers who are responsible for representing the firm’s guiding principles, investment philosophy, performance/attribution, macroeconomic outlook and portfolio positioning to internal and external clients.  Additionally, he serves as the Private Investment Counsel Portfolio Strategist where he is responsible for providing market views and opinions, and articulating the impact on client portfolios of investment design and decisions made by the Asset Allocation Team.  His previous roles in the asset management industry include investment manager research, risk oversight, and portfolio strategy involving the development and ongoing support of multi-manager asset allocation solutions. He also has extensive experience in mid-market lending with TD Commercial Banking. Bryan holds a B.A. from Western University and is a member of the TD Wealth Asset Allocation Committee.

John joined Manulife in 2001, having previously worked as a tax lawyer with a national accounting firm and a private law firm. He has experience with estate and retirement planning strategies and a wide variety of general tax matters, including personal and corporate taxation, trusts, and investment-related topics generally.

He’s a frequent speaker at industry conferences and seminars, and has appeared as a guest expert on industry podcasts and BNN Bloomberg TV. John has published numerous articles on tax and estate planning, and is co-editor of Canadian Taxation of Life Insurance.

He has a Bachelor of Commerce degree from the University of Toronto and a Bachelor of Law degree from the University of British Columbia. John was called to the Ontario Bar in 1998. He has obtained his Canadian Securities Course certificate and completed the Canadian Institute of Chartered Accountants In-Depth Tax Course. John has Elder Planning Counselor and Certified Financial Planner designations, and is a member of the Ontario Bar Association and the Canadian Tax Foundation.

Sal Ammirato is Head of Wealth Strategy & National Accounts at Sun Life Global Investments. As a member of the SLGI Leadership Team, Sal is responsible for the strategic direction, vision, and growth to increase SLGI’s wealth business while also managing the National Accounts team to ensure superior client relationships for a portfolio of National Account clients. As seasoned professional with over 20 years of asset management experience, Sal is known for driving brand growth, maximizing operational distribution excellence, and delivering financial performance. Sal is a graduate from the Ivey School of Business at Western University where he earned his Master of Business Administration (MBA) degree. He also holds a variety of industry designations from the Canadian Securities Institute. Sal is based in Toronto, Ontario with his wife, 3 children, and dog named Rio.

Randall is Senior Managing Director and Portfolio Manager, Canadian Public Fixed Income, SLC Management, responsible for the Canadian total return public fixed income portfolio. He is also a portfolio manager for the SLC Management private fixed income funds and core fixed income strategies, with responsibility for their management and performance.

Randall has over 30 years of experience in financial markets at leading financial organizations in Canada, initially as a trader and progressing to managing public fixed income strategies and investment products. Prior to joining Sun Life in 2013, he managed the credit long/short strategy for a major Canadian pension plan and was a trader/portfolio manager in its global capital markets division. Randall also worked at an exchange traded fund manager on fixed income, structured index and money market portfolios as well as helping to introduce the country’s first fixed income exchange-traded funds. Randall also held roles at two major Canadian banks and a securities dealer.

Randall has a Bachelor of Arts and a Management Studies Diploma from Wilfrid Laurier University and a Master of Science in International Accounting and Finance from the London School of Economics and Political Science. He is a Chartered Financial Analyst and a member of the Toronto CFA Society.

Soami Kohly, CFA, FSA, FCIA, is an investment officer and fixed income portfolio manager with
MFS Investment Management® (MFS®). In his role, he is responsible for final buy and sell
decisions, portfolio construction, risk assessment and cash management and participates in the
research process and strategy discussions. He also serves on the MFS Fixed Income Strategy
Group and the MFS Risk and Opportunities Group. He is based in Toronto.

Soami joined MFS in 2009 in his current role. Previously, he spent three years with RBC Capital
Markets as an associate analyst in equity research and later as a vice president of structured
products. He also spent twelve years as an actuarial consultant with Hewitt Associates. He began
his career in the financial services industry in 1993.

Soami earned a Bachelor of Science degree in actuarial science from the University of Western
Ontario. He holds the Chartered Financial Analyst (CFA) designation from the CFA Institute and is
a fellow of the Canadian Institute of Actuaries and the Society of Actuaries.

Anna leads the Global Absolute Return and Tactical Asset Allocation Team, as Vice President & Director at TD Asset Management. She currently has oversight over multi-asset solutions and the integration of fundamental analysis to the global macro and multi-asset allocation investment process. She was previously a member of the Portfolio Management and Research Teams of various investment strategies including Global Absolute Return, Core Canadian Equity, Value and North American Long Short mandates.

Justin has over a decade of experience, encompassing both the insurance and investments industries, with a focus on succession planning and remuneration strategies for business owners. He has held management positions at numerous organizations, including the corporate tax group of a national accounting firm. Prior to joining SLGI, Justin was an independent consultant offering tax-based analysis directly to wealth advisors. Justin is also a member of the Canadian Tax Foundation and the Society of Trust and Estate Practitioners (Vancouver).

John joined Manulife in 2001, having previously worked as a tax lawyer with a national accounting firm and a private law firm. He has experience with estate and retirement planning strategies and a wide variety of general tax matters, including personal and corporate taxation, trusts, and investment-related topics generally. He’s a frequent speaker at industry conferences and seminars and has appeared as a guest expert on industry podcasts and BNN Bloomberg TV. John has published numerous articles on tax and estate planning and is co-editor of Canadian Taxation of Life Insurance.

John is responsible for sales strategy development and supports all individual wealth strategies by creating tax and planning articles, communicating changes in tax legislation and providing expertise on product solutions. Prior to joining Canada Life in 2011, John held tax and accounting roles with Ernst & Young and KPMG. John has completed the Canadian Institute of Chartered Accountants In-depth Tax course and has taught Advanced Corporate Tax at Western University’s Richard Ivey School of Business.

Melissa Shin is the Editorial Director of Advisor’s Edge and Investment Executive. As an award-winning journalist, Melissa turns technical subject matter into accessible content for sophisticated audiences. Her reporting has been cited in university syllabi, in textbooks and to national regulators. Melissa has been with Advisor’s Edge since 2011. Prior to that, she was managing editor of Corporate Knights, a North American magazine focused on clean capitalism. Melissa is the secretary of the board for Fashion Takes Action, a non-profit focused on advancing sustainability in the fashion industry. She is a graduate of the Schulich School of Business at York University.

Kathryn joined Fidelity in 2013 and is currently Director, Sales Enablement where she is responsible for leading and executing on a variety of projects, initiatives, and technical solutions for Advisor Sales. Kathryn began her career at Fidelity on the sales team where she prospected and partnered with financial advisors. From there, she moved onto recruiting, coaching and leading a dynamic sales team in Western Canada. Kathryn brings more than 12 years of financial services experience in retail banking, wealth management, and product distribution.

Amanda Correa is responsible for developing and executing the marketing strategy and brand awareness for the firm on a national scale, focusing on both the retail and institutional channels and enhancing our client experiences. Prior to joining Sun Life Global Investments in 2021, Amanda was Director, Multi-Channel and Segmentation Strategy at a large Canadian investment fund company. There, she directed targeted marketing efforts to key stakeholders across the distribution landscape to support acquisition and retention strategies.

Ingrid Macintosh is a proven investment management executive, leading the overall marketing, enablement, and digital strategy for TD Asset Management (TDAM). Ingrid joined TDAM in 2013 and has held numerous senior management and executive level roles at TD Wealth. As Executive Sponsor of TD’s Wealth for Women Program, Ingrid is relentlessly committed to empowering women from all backgrounds achieve financial confidence and growing the number of women represented in financial services. An outspoken advocate for the financial well-being of women, Ingrid is committed to driving tangible change in how the financial services industry can evolve to better serve women.

June leads NEI’s ESG advisory work, connecting the ESG team with its investor and advisor communities. She holds multiple academic designations including a PhD from the University of Regina, and the Sustainable Investment Professional certification from Concordia University. June leads a steering committee for Women in Capital Markets and is a passionate advocate for women in finance.

Mary Robinson is Director of Research, Policy & Collaboration with the RIA. In this role, Mary promotes awareness of responsible investment in Canada through research and analysis, advocates for policies that support responsible investment, and facilitates collaboration among the RIA’s membership. Mary is a CFA® charter holder with more than 20 years of experience working with institutional investors, including pension funds, endowments and foundations, in consulting and relationship management roles. Mary believes that incorporating ESG factors in investment decision-making is consistent with the goal of achieving positive financial outcomes for the long term.

With more than 20 years of experience within the investment industry, Terry Dimock currently holds the position of Head Portfolio Manager at National Bank Investments.  With the help of his team, his responsibilities include effective oversight of asset allocation and portfolio manager selection for all of NBI investment funds and managed product solutions; such as NBI Private Wealth Management, NBI Portfolios, and Meritage Portfolios.

Christine Tan is Assistant Vice President, Portfolio Management at Sun Life Global Investments. Christine joined Sun Life Global Investments in 2018, bringing expertise in emerging markets.  She is member of the tactical asset allocation team for the Sun Life Granite Managed Solutions and Sun Life Milestone Funds with a focus on emerging markets. She also provides oversight of the emerging market equity and fixed income funds. Prior to joining Sun Life Global Investments, Christine was Chief Investment Officer and Senior Portfolio Manager at Excel Investment Counsel Inc.

David Ung, B.A.A., MSc. is an ESG analyst on Manulife Investment Management’s global ESG team, where he is responsible for ESG integration and stewardship initiatives to support Canadian portfolio management teams. Prior to joining Manulife Investment Management, David worked in the financial sector for over seven years and has been particularly involved in the responsible investment industry for the past six years as an ESG consultant for Millani, the HEC Montreal Pension Plan and Vigeo Eiris.

June leads NEI’s ESG advisory work, connecting the ESG team with its investor and advisor communities. She holds multiple academic designations including a PhD from the University of Regina, and the Sustainable Investment Professional certification from Concordia University. June leads a steering committee for Women in Capital Markets, and is a passionate advocate for women in finance.

Katie Keir, who was named Best New Journalist by the Canadian Business Media Awards in 2012, has been reporting on financial services and business trends for more than 10 years. As the research and special projects editor for Advisor’s Edge and Investment Executive (IE), her primary focus is on IE’s annual industry Report Card series. Her reporting specialties have included investment trends, regulatory reform, compliance and the evolution of environmental, social and governance (ESG) practices. Katie holds an Honours Bachelor’s degree in English and Drama from the University of Toronto.

Anna leads the Multi-Asset Portfolio Management Team responsible for global strategic, tactical and absolute return asset allocation strategies for the firm’s managed solutions. She is a Senior Portfolio Manager on the Asset Allocation & Derivatives Team and has oversight of the global multi-asset portfolio construction investment process, which integrates fundamental analysis with a macroeconomic and quantitative overlay. She is a member of the TD Wealth Investment Policy Committee and a Commodity Trading Manager. She was previously a member of the Portfolio Management and Research Teams of various investment strategies including Global Absolute Return, Core Canadian Equity, Value and North American Long Short portfolios. Anna holds a B.Sc. in Management Engineering from Ateneo de Manila University and an MBA from Rotman School of Management at University of Toronto.

Lori Clements is a CPA, CA, MTax, CFP with 20 years of experience working with high net worth clients in the fields of tax and wealth management.  She enjoys sharing her knowledge and supporting others in growing their understanding of tax and estate planning.

John joined Manulife in 2001, having previously worked as a tax lawyer with a national accounting firm and a private law firm. He has experience with estate and retirement planning strategies and a wide variety of general tax matters, including personal and corporate taxation, trusts, and investment-related topics generally. He’s a frequent speaker at industry conferences and seminars and has appeared as a guest expert on industry podcasts and BNN Bloomberg TV. John has published numerous articles on tax and estate planning and is co-editor of Canadian Taxation of Life Insurance. John has Elder Planning Counselor and Certified Financial Planner designations, and is a member of the Ontario Bar Association and the Canadian Tax Foundation.

Mary Robinson (She/Her) is Director, Research & Investor Networks with the RIA. In this role, Mary promotes awareness of responsible investment in Canada through research and analysis, advocates for policies that support responsible investment, and facilitates collaboration among the RIA’s membership. Mary is a CFA® charterholder with more than 20 years of experience working with institutional investors, including pension funds, endowments and foundations, in consulting and relationship management roles. Mary believes that incorporating ESG factors in investment decision-making is consistent with the goal of achieving positive financial outcomes for the long term. She is keen to advance the understanding of RI among Canadian investors and to help the industry move towards full adoption of RI.

Deborah Debas is a Senior Responsible Investment (RI) Specialist at Desjardins. Her primary role is to provide advisors with a strategic understanding of the benefits of ESG integration and responsible investing. Deborah is a frequent speaker at industry events organized by the Responsible Investment Association, TMX and the Globe & Mail. She is regularly quoted in the media about current and emerging industry trends and the environmental, social and governance (ESG) issues facing companies and our industry. Deborah was part of the team that launched Desjardins’ RI portfolio in 2009. She helped thousands of advisors strengthen their practices with this growing area of investment, and better serve their clients’ financial needs with the latest knowledge, tools, and resources.

Philippe is a Chief Analyst, Responsible Investment at National Bank Investments (NBI). In his role, he oversees the climate strategy and ESG integration of NBI’s portfolio sub-advisors. Philippe has worked for 20 years at a large Canadian bank as a specialist in global fixed income. He then transitioned to a role focusing on responsible investment within portfolio management before joining NBI in 2022. Philippe holds a master’s degree in finance, has the CFA title, and completed the Sustainable Investment Professional Certification (SIPC).

In her role as Head of Responsible Investing and Manager Research, Jenifer is responsible for enhancing our multi-manager capabilities and accelerating our focus on responsible investing. Prior to joining Sun Life Global Investments in 2022, Jenifer was AVP, Head of Global Manager Research, Canada, at a leading wealth management firm. In her previous role, Jenifer played a key role in augmenting the focus on ESG for Managers on the platform. She brings with her over 25 years of industry experience across manager research and portfolio management. Jenifer holds an MBA from Queen’s University as well as the CFA and CAIA designations. Outside of work, she shares her experience by teaching courses in portfolio management at her alma mater.