Vanguard Investments Canada names adviser sales team
Vanguard Investments Canada has hired five sales professionals to its adviser sales team.
Karen Khalil covers key accounts. Khalil has more than 10 years of experience in the asset management industry. She has worked as a vice president of sales, national accounts manager, and inside wholesaler.
Don Barnett covers the Central Ontario, Eastern Ontario, and Atlantic Canada regions. Barnett has more than 15 years in the financial services industry, primarily assisting financial advisors with wealth management and best practice initiatives.
Richard Bernard serves the Quebec region. Bernard spent more than 16 years in the financial services industry working as a private wealth manager, portfolio manager, and investment consultant.
Parm Dhaliwal covers the Western Canada region. Dhaliwal has more than 13 years of experience in the financial services industry. He has served as a regional vice president and a supervisor of trading operations.
Jonathan Needham serves the Eastern Canada region. Needham spent more than 13 years in the financial services industry working as an inside wholesaler, vice president of sales, and investment field consultant.
“We have assembled a knowledgeable and experienced team to help our growing base of adviser clients meet the needs of their clients,” says Jason McIntyre (pictured), head of distribution for Vanguard Investments Canada. “We've been very pleased with the initial reception Vanguard has received in Canada and we look forward to continuing to work with advisers.”
- Special Reports
- How to set up a hedge fund