PER­SON OF THE YEAR Robert Du­mas, pres­i­dent of Sun Life’s Que­bec divi­sion, takes home big award.

Investment Executive - - FRONT PAGE -

robert du­mas, pres­i­dent of toron­to­based Sun Life Fi­nan­cial Inc.’ s Que­bec divi­sion, has been named 2017 Fi­nan­cial Per­son­al­ity of the Year in Fi­nance et In­vestisse­ment’s ( FI) Top 25 rank­ing of Que­bec’s fi­nan­cial ser­vices sec­tor.

Du­mas was rec­og­nized for his role in help­ing Sun Life in­crease its mar­ket share of di­rect pre­mi­ums writ­ten in Que­bec to 15.1% in 2016 from 11.8% in 2012. Dur­ing that time, the firm’s mar­ket share for in­di­vid­ual in­surance grew by 1.7% to reach $646 mil­lion in di­rect pre­mi­ums writ­ten in 2016. Be­tween 2012 and 2016, Sun Life’s mar­ket share in group an­nu­ities climbed by 26.7% to reach $701 mil­lion in di­rect pre­mi­ums writ­ten.

FI’s Top 25 is di­vided into five cat­e­gories, each with four fi­nal­ists and a win­ner. The Fi­nan­cial Per­son­al­ity of the Year is se­lected from among the win­ners in each of the cat­e­gories, which in­clude: Per­sonal in­sur­ers: Du­mas. Na­tional fi­nan­cial ser­vices in­sti­tu­tions: Guy Cormier, chair­man, pres­i­dent and CEO of Lévis, Que.-based Des­jardins Group.

Full-ser­vice bro­ker­ages: Martin Lav­i­gne, pres­i­dent of Mon­treal-based Na­tional Bank Fi­nan­cial Ltd.’ s wealth-man­age­ment divi­sion.

Mul­ti­dis­ci­plinary firms: Gilles Cloutier, pres­i­dent and founder of Trois-Rivières, Que.based Groupe Cloutier Inc.

In­de­pen­dent man­age­ment com­pa­nies: Robert Beau­re­gard, co-founder and chief in­vest­ment of­fi­cer of Mon­treal-based Global Al­pha Cap­i­tal Man­age­ment Ltd.

In ad­di­tion, FI, which is In­vest­ment Ex­ec­u­tive’s French-lan­guage sis­ter news­pa­per in Que­bec, also hon­oured three fi­nan­cial ad­vi­sors for their work and ded­i­ca­tion to the pro­fes­sion:

Guil­laume Par­ent, pres­i­dent of Fi­nand­i­cap and mu­tual fund rep­re­sen­ta­tive with Mon­treal-based Peak In­vest­ment Ser­vices Inc., was the win­ner in the mul­ti­dis­ci­plinary ad­vi­sor cat­e­gory.

Mireille Rondy, branch man­ager, in­vest­ment ad­vi­sor and port­fo­lio man­ager with Mon­tre­al­based Peak Se­cu­ri­ties Inc., won in the in­vest­ment ad­vi­sor cat­e­gory.

Fi­nally, Michel-Olivier Mar­coux, pres­i­dent of Mon­treal-based Ges­tion de pat­ri­moine ASF, which part­ners with Que­bec City-based MICA Cap­i­tal Inc. for its mu­tual fund ser­vices, was the win­ner in the Top Un­der 40 cat­e­gory.

For full de­tails of the Top 25 fi­nal­ists, visit fi­nance-in­vestisse­ (text avail­able in French only).

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