Wilmot is a Certified Financial Planner, Trust and Estate Practitioner, Chartered Life Underwriter and Certified Health Insurance Specialist with more than 20 years experience. He holds a degree in Mathematics for Commerce and has held progressive positions in the areas of tax and estate planning, financial planning, banking, and securities analysis. Wilmot’s specialization includes personal and corporate tax planning, retirement planning and estate planning. He is a member of the Canadian Tax Foundation (CTF), the Society of Trust and Estate Practitioners (STEP) and the Estate Planning Council of Canada (EPCC).

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.

Jing is a Portfolio Manager with the Multi-Asset Portfolio Management Team, managing global strategic, tactical and absolute return asset allocation strategies for the firm’s managed solutions. She is experienced in global asset allocation, portfolio construction, fundamental equity analysis and cross-asset derivatives with macroeconomic overlay. She was previously a member of the Fundamental Equities Team covering the Global Materials sector. Prior to joining the firm, Jing was an experienced sell-side Equity Research Analyst covering Materials, Industrials, Telecom and Healthcare sectors. Jing holds a B. Comm. from the University of Toronto and an MBA from Rotman School of Management at the University of Toronto.

Kevin Press is Editorial Director of Advisor.ca and Investment Executive. His career in financial journalism began in 1996. He was part of the editorial team that launched Advisor’s Edge in 1998. In the years since, Press has covered and worked in multiple industry segments, including group and retail insurance, institutional and retail investing, employer-sponsored benefits and retirement programs.

Charles is a Senior Manager, Investment Solutions, at National Bank Investments, where he oversees NBI’s ETF lineup and plays a key role in shaping the strategic direction for the development and management of investment solutions. With nearly 20 years of experience in the investment industry, Charles has spent the majority of his career in investment product management, covering mutual funds, ETFs, private markets, and institutional investments. He is a Chartered Financial Analyst (CFA) and holds the Certificate in Investment Performance Measurement (CIPM).

Jonathan is Lead of ETF Distribution for the firm, and works closely with the Wholesaling and National Accounts Teams across Canada with a focus on differentiating TD ETF offerings within the marketplace and driving market share growth. He has extensive experience in the Canadian Investment Industry in various roles, including Senior Sales Executive, Senior Marketing Executive, Sales Coach and Consultative Sales. Jonathan holds a Certificate in Human Resource Management from Sheridan College and an MBA from Lebow College of Business at Drexel University.

Jacqueline Tung is Vice President at BlackRock Asset Management Canada. In her role, she partners with financial advisors in Ontario to identify iShares ETF strategies to deliver against their client’s investment objectives. Prior to joining BlackRock, she was Vice President of business development for a Canadian asset manager specializing in sustainability. In her 15 years+ of experience in the wealth and asset management industry, Jacqueline held various business development roles working with advisors and high net worth clients. Jacqueline holds an MBA from the Ivey School of Business and completed her undergraduate degree in Economics at the University of Victoria.

Robert has recently been named as Manulife’s Head of Specialists in July, 2024. He heads our national Specialist Wholesaling team tasked in promoting Manulife’s ETF and Alternative Investment solutions with financial advisors across the country.

Prior to that, Robert was the Director of ETFs for the Eastern Region of Canada since 2019. His main responsibilities included promoting Manulife’s ETF solutions to Financial Advisors across the province of Quebec, and helping our clients integrate ETFs into their practice. In 2022, Robert earned Manulife’s Emerald Award for his success in growing Manulife ETF assets.

Before his focus on ETFs, Robert was a District Vice-President for Manulife Mutual Funds and Segregated Funds for the regions of the West Island of Montreal, Gatineau, and Abitibi Temiscamingue. Robert started his career with Manulife Investment Management in 2012 as a Business Development Manager.

Robert graduated from the John Molson School of Business with a Bachelor in Commerce and earned his MBA from the Goodman Institute of Investment Management at Concordia University

Stephanie Wolfe is the Executive Vice President, Head of Marketing for Global X Investments Canada Inc., a subsidiary of Mirae Asset Financial Group, which manages $800 billion of assets across the globe.

At Global X, Stephanie oversees all marketing and communications activities and brings more than two decades of experience driving growth and innovation in the financial services sector. Previously, she was the Head of Canada Marketing at BlackRock and most recently, served as Strategic Advisor, Women’s Segment for BMO Private Wealth.

Stephanie is a passionate advocate for empowering women to achieve financial wellness and is a certified financial coach. In 2017, she won the Executive Coaching Award for Women in Capital Markets. She is also an active committee member of Women in ETFs, an organization focused on the advancement of women in finance.

Stephanie holds a BA from the University of Waterloo and a Masters Certificate in Marketing from Schulich School of Business York University.

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.

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.