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Finance et Investissement

Finance et Investissement

February 06, 2018 20:00 ET

Robert Dumas named Finance et Investissement's "2017 Financial Personality of the Year"

MONTRÉAL, QUÉBEC--(Marketwired - Feb. 6, 2018) -

Editors Note: There is a photo associated with this press release.

Robert Dumas, President of Sun Life Financial, Québec, was named "2017 Financial Personality of the Year" by Finance et Investissement newspaper. He also took the number one spot in the Top 25 ranking of Québec's financial sector in 2017.

"Robert Dumas is both a high calibre manager and quality individual. He is well regarded everywhere and is very influential in the industry; a true gentleman in the business world. He is highly involved in his community and his business is growing nicely," noted the Top 25 jury.

From 2012 to 2016, Sun Life Financial effectively increased its market share of direct premiums written in Québec from 11.8% to 15.1%. Its market share for individual insurance grew by 1.7 percentage point during the same period, to reach $646M in direct premiums written in 2016. In group annuities, Québec market share climbed by 26.7 percentage points during the same period, to reach $701M in direct premiums written.

The 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 of each category. The categories are Personal Insurers, National Financial Institutions, Full-service Brokers, Multidisciplinary Firms, and Independent Management Companies.

Here are the winners for each category:

  • Personal Insurers: Robert Dumas, President of Sun Life Financial, Québec.
  • National Financial Institutions: Guy Cormier, President and Chief Executive Officer, Desjardins Group.
  • Full-service Brokers: Martin Lavigne, President at National Bank Financial, Wealth Management.
  • Multidisciplinary Firms: Gilles Cloutier, President and Founder, Groupe Cloutier.
  • Independent Management Companies: Robert Beauregard, Co-founder and Chief Investment Officer, Global Alpha.

For the complete list of Top 25 finalists and to learn more about each of them, visit our website at http://www.finance-investissement.com/top25 (French only).

A jury composed of seven members of Québec's financial sector selected the Top 25 finalists: Richard Fortier, corporate director and President of the jury; Geneviève Blouin, President and Founder of Altervest, and Chair of the Emerging Managers' Board; Stéphane Dulude, executive, President of SFL from January to December 2016; Richard Gagnon, corporate director and advisor, President and Chief Executive Officer of Humania Assurance from 2003 to 2017; Richard Joly, President of Leaders & Cie; Jean Morissette, consultant; Guillaume Poulin-Goyer, Content Manager, Finance et Investissement.

Three advisors honoured

Finance et Investissement also recognized the outstanding work and dedication of three advisors from Québec's financial sector.

Guillaume Parent, President of Finandicap and mutual fund representative at PEAK Financial Group, is the winner in the Multidisciplinary Advisor category.

Mireille Rondy, Branch Manager, Investment Advisor and Portfolio Manager at PEAK Securities, won in the Investment Advisor category.

Finally, Michel-Olivier Marcoux, President of Gestion de patrimoine ASF, a firm that is partnered with MICA Capital for its mutual fund services, is the winner in the Top under 40 category.

A jury of influential members of the financial sector selected the winners of Les conseillers à l'honneur! 2018 competition: Jocelyne Houle-LeSarge, President, CEO, and Secretary of the Institut québécois de planification financière (IQPF) and President of the jury; Stéphane Blanchette, Chair of the Board of the Conseil des fonds d'investissement du Québec (CFIQ) and Vice President, Finance and Operations, at Investia Financial Services; Frédérick Chenel, President of CFA Montréal, and Vice President, Consultant Relations and Business Development, Institutional Markets at Fiera Capital; Lyne Duhaime, Québec President for the Canadian Life and Health Insurance Association; Sara Gilbert, Coach and Founder of Strategist(e), columnist for Finance et Investissement's Zone experts; Philippe Grégoire, Professor in the Finance, Insurance and Real Estate Department of the Faculty of Business Administration at Université Laval, holder of the Industrial-Alliance Chair in Insurance and Financial Services; Léonie Laflamme-Savoie, Senior Content Manager at Finance et Investissement.

The awards were presented at the 2017 Financial Personality of the Year event on February 6, 2018, at the Windsor in Montréal.

About Finance et Investissement

Finance et Investissement and the finance-investissement.com website are a source of information for Québec investment and financial services professionals. Owned by TC Media, Finance et Investissement is published 16 times a year and is read by over 30,000 industry professionals.

About TC Media

TC Media, which employs over 600 people, is a leader in its specialty media segments in Canada, with flagship brands catering to the business, financial and construction sectors, including an event planning component. TC Media is also positioned as Canada's largest publisher of French-language educational resources. Furthermore, TC Media publishes local and regional multiplatform newspapers in Québec and Ontario.

TC Media is a division of Transcontinental Inc. (TSX:TCL.A) (TSX:TCL.B), which has close to 6,500 employees in Canada and the United States, and revenues of C$2 billion in 2017. Website: www.tc.tc

To view the photo associated with this press release, please visit the following link: http://media3.marketwire.com/docs/1107048.jpg

Contact Information

  • Frederic Roy
    Journalist/Research Coordinator
    Finance et Investissement
    Mobile: 438-399-2029

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