Management Team

Nick Mancini, President & CEO
Honours B.A. and Master of Economics. Ph.D. candidate, York University. Nick has over 25 years' experience in the financial and information services industries in Canada, US and internationally. Over that time he has held the following senior executive positions: Senior Vice President and General Manager, Financial Services Group, American Express; President & CEO, International Group, Dun & Bradstreet; Executive Vice President, Canada Trust as well as Trimark; President & CEO, Assante Canada. He has served on a number of private and public company boards and was an inaugural member of the Schulich Business School Advisory Council, International MBA Program and MIT/York Enterprise forum.

Craig Swistun, Vice President, Marketing and Development
B.A. English and Economics, University of Winnipeg. Craig is a Partner and has been involved in the development and launch of CC&L Managed Portfolios into the retail managed asset market. He brings 10 years of creative marketing and brand management experience within the financial services industry to the organization.

Anna Asaro, Manager, Advisor and Client Relations
Anna brings over 10 years of financial services experience to Connor, Clark & Lunn Managed Portfolios Inc. She has held senior administrative and customer service roles with a wide number of financial services organisations, including TD Canada Trust, Trimark Investment Management, State Street and Assante Canada. Anna joined the organization in 2005.

Peter Hedges, Vice President, Sales and Service
B.Sc., University of Western Ontario. Peter has over 25 years of diversified experience in the insurance, pension investment and advisor/planner market place. Most recently he has held executive positions at two MFDA dealerships. Peter has held both regional and national leadership roles in both the manufacturing and distribution sides of the industry.

Shawn O’Brien, Vice President, Sales and Service
Attended Acadia University in Nova Scotia. Shawn has spent the past 20 years working in the financial services industry in Ontario, Quebec and Atlantic Canada. He has held several senior management positions. Over the past several years, Shawn has been working with financial advisors across Canada to redefine and build stronger advisory practices. He has been a featured speaker on this and other topics on ROB TV, CanWest Global and CBC National News. He currently writes a practice management column for industry website advisor.ca.

 

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