WINNER: The CMI Financial Group Award for Fund Manager Innovator of the Year

Chris McHaney

https://www.facebook.com/nourprivatewealth/

@nour_private_wealth

@transalta

Chris McHaney is the Executive Vice President, Head of Investment Management and Strategy at Global X Investments Canada. Chris is an experienced investment professional with a deep understanding of the ETF industry and ecosystem in Canada, with more than 20 years of experience covering portfolio management, investment strategy and policy, product development, and sales. Prior to joining Global X, he served as BMO Global Asset Management’s Director, Portfolio Manager, where he oversaw the management of both passive and active strategies, derivative overlays, foreign exchange exposures, and cross-asset portfolios. Chris holds an honours business administration degree from York University’s Schulich School of Business and is a CFA charterholder.

@mldwealthmanagementgroup5617

@blackfishfinance

Robert Frances CEO and Chairman of PEAK Financial Group Robert Frances – Founder, Chairman and CEO, PEAK Financial Group Robert Frances founded PEAK Financial Group in 1992 and has grown it into a leading Canadian firm in independent wealth management, insurance, and financial advice. PEAK supports 1,500 professionals and 150,000 clients, with over $16 billion in assets, operating with no proprietary products or sales quotas. Robert serves on the CIRO board and has held leadership roles at IFIC and Concordia University. He was Global Chair of YPO (2011–2012) and now chairs the board of LANDR, a digital music company. He was named Ernst & Young Entrepreneur of the Year in Quebec’s Business Services category.

Robert Frances

Founder, Chairman and CEO of PEAK Financial Group

Robert Frances founded PEAK Financial Group in 1992 and has grown it into a leading Canadian firm in independent wealth management, insurance, and financial advice. PEAK supports 1,500 professionals and 150,000 clients, with over $16 billion in assets, operating with no proprietary products or sales quotas. Robert serves on the CIRO board and has held leadership roles at IFIC and Concordia University. He was Global Chair of YPO (2011–2012) and now chairs the board of LANDR, a digital music company. He was named Ernst & Young Entrepreneur of the Year in Quebec’s Business Services category.

Robert Frances

Founder, Chairman and CEO, PEAK Financial Group