PERSONAL INVESTING EQUITY CAPITAL MARKETS ADVISOR OPPORTUNITIES OUR COMPANY
Print
Print this page
Arrow
Email
Email us your comments
Arrow
LinkedIn
View our LinkedIn Profile
Arrow
twitter
Follow us on Twitter
Arrow
facebook
Like us on Facebook
Arrow
OUR COMPANY

Executive Management Team Profiles

Mario Addeo

Mario Addeo
Executive Vice President, Head of Private Client Solutions, PCG
Raymond James Ltd.
mario.addeo@raymondjames.ca

Mario joined Raymond James Ltd. in 2009 as Senior Vice President, Head of Fixed Income. He has since become the firm's Executive Vice President, National Director, Head of Private Client Solutions. In his current role, he is responsible for the Fixed Income, Foreign Exchange, Asset Management, Wealth Management, Private Investment, Research & Strategy and Insurance & Estate Planning Operations in Canada. Mario has been in the financial services industry for over 25 years, and has vast experience not only in fixed income but across a wide spectrum of investment products and services. Prior to joining Raymond James he was Managing Director at CIBC World Markets, responsible for Fixed Income and Private Client Investing. Prior to CIBC he was at Merrill Lynch and was responsible for Core products, which included debt, equity, and syndication. Before that, he was with Midland Walwyn, and also spent 10 years with Dean Witter Canada (Morgan Stanley) where he was EVP and Managing Director of Fixed Income Canada.

 
Paul Allison

Paul Allison
Chairman, Chief Executive Officer, Raymond James Ltd.
Non-executive Chairman, Ramond James Financial Inc., UK
paulallison.direct@raymondjames.ca

As chairman and chief executive officer of Raymond James Ltd., Paul Allison oversees business-building efforts and strategic leadership of the firm's Canadian operations including Equity Capital Markets, Private Client and Corporate Services. Paul also oversees Raymond James Financial Inc.'s business in the UK.

Prior to joining the firm in August 2008, he worked as executive vice president and vice-chairman at Merrill Lynch Canada, as well as co-head of the firm's Investment Banking business. Before joining Merrill, he was head of equity capital markets at BMO Nesbitt Burns, one of Canada's leading bank-owned investment dealers. Paul brings more than 30 years of senior capital markets and investment banking experience to this role including underwriting and arranging public and private debt and equity capital raising, as well as developing and managing retail products.

An active volunteer in various charitable and industry organizations, is board chair of Drug Free Kids Canada, past board chair of the Humber River Hospital, member of the Humber River Hospital Foundation campaign cabinet; a member of the board of directors of Industry Investment Regulatory Organization of Canada; member of the Deans Business Advisory Council DeGroote School of Business McMaster University, and a former director of the Investment Industry Association of Canada.

Mr. Allison holds a master of business administration degree (MBA) and a bachelor's degree in mechanical engineering and management from McMaster University. He is a member of the Association of Professional Engineers of British Columbia.

 
Lloyd Costley

Lloyd Costley
Chief Operating Officer
Raymond James Ltd.
lloyd.costley@raymondjames.ca

As Chief Operating Officer, Lloyd is responsible for the firm's key administrative and operational functions, including Information Technology, Finance, Legal, Human Resources, Securities Operations, Office Services, Credit, Registrations and Compliance. Before joining Raymond James in 2001, he was a senior financial and operations executive with the Canadian Venture Exchange (now TSX Venture Exchange) where he played an active role in the organization's development and acquisition by the TSX. Prior to that, Lloyd was Executive Vice President and Chief Financial Officer of the Vancouver Stock Exchange and a director and senior executive of an international financial services organization and insurance company for 13 years. Lloyd serves on the Raymond James Board of Directors, and serves on the Finance Committee of the Canadian Depository for Securities Ltd.

 
Jamie Coulter

Jamie Coulter
Branch Manager, Toronto 53rd Branch
Raymond James Ltd.
jamie.coulter@raymondjames.ca

Jamie Coulter has spent almost 2 decades with Raymond James, starting with the firm in 1995 as a financial advisor trainee. From there, Jamie moved into investment banking and worked within that department until 2004, with primary coverage responsibility for the diversified industries sector. After a brief stint away from the firm, Jamie returned to Raymond James in the capacity of General Manager and Senior Managing Director, Equity Capital Markets, a position he held for approximately 9 years. As GM, Jamie was responsible for overseeing and coordinating the efforts of our Canadian Equity Capital Markets group in conjunction with the other Capital Markets department heads. Jamie sits on the firm's operating committee and is a board member for the Raymond James Canada Foundation. He holds an honours BA and MA in Economics and an MBA degree, all from Queen's University. He is also a CFA Charterholder.

 
Graham Fell

Graham Fell
Senior Managing Director, Equity Origination
Raymond James Ltd.
graham.fell@raymondjames.ca

 
Andrew Foote

Andrew Foote
Senior Managing Director, Co-Head Institutional Trading
Raymond James Ltd.
andrew.foote@raymondjames.ca

Andrew joined Raymond James in 2007 as Co-Head of Institutional Trading in Toronto. He has 20 years of industry experience and previously ran the trading desks at CIBC World Markets and RBC Capital Markets. Andrew serves on the executive committee of the Capital Markets division at Raymond James Ltd. He is a Certified Financial Analyst and a graduate of Queen's University.

 
Peter Kahnert

Peter Kahnert
Senior VP, Corporate Communications & Marketing
Raymond James Ltd.
peter.kahnert@raymondjames.ca

As Senior Vice President, Corporate Communications and Marketing, Peter leads the strategic branding, marketing and sponsorship activities of Raymond James Ltd. Peter has more than 21 years of experience in the securities industry. Prior to joining Raymond James in 2002, he was SVP Corporate and Marketing Communications with Merrill Lynch Canada Inc. Before that, he was with Midland Walwyn Capital Inc as Vice President, Corporate and Public Affairs and was a key strategist in the successful "Blue Chip Thinking Campaign," which achieved a number one ranking as the most recognized brand among Canadian investment dealers at that time.

 
Bob McDonald

Bob McDonald
Senior Managing Director, Co-Head Institutional Trading
Raymond James Ltd.
bob.mcdonald@raymondjames.ca

Bob McDonald joined Raymond James in 2000, as a proprietary trader in our Vancouver office. In 2004, he became the firm's income trust facilitation trader, and in 2006, he moved to Toronto to become Head of Institutional Trading, joining the firm's Capital Markets Executive Management Group. In 2008, Bob moved back to Vancouver where he is Co-Head of Institutional Trading with a specific focus on trading for the energy sector. Bob is a Chartered Accountant and holds the Chartered Financial Analyst designation.

 
Thomas Raidl

Thomas Raidl
Senior VP, Private Client Group & National Director, Independent Financial Services
Raymond James Ltd.
thomas.raidl@raymondjames.ca

As Senior VP, Private Client Group & National Director, Independent Financial Services, Thomas is responsible for the administration of the more than 90 Private Client Branch offices of Raymond James Ltd. across Canada. Thomas joined Raymond James in 1995 as Controller. His responsibilities expanded in 1999 when he became SVP, Operations and Administration, and in 2005, he assumed his current role. Thomas is located in our Vancouver corporate office. He has a Bachelor of Commerce from the University of British Columbia and is a Chartered Accountant. He has previously been a member of the Financial Administrators Section of the IDA and is a member of the BC Regional Committee of IIAC.

 
Richard Rousseau

Richard Rousseau
Executive Vice-President - Head of Wealth Management, Private Client Group
Raymond James Ltd.
richard.rousseau@raymondjames.ca

Richard Rousseau is Executive Vice-President - Head of Wealth Management in the Private Client Group of Raymond James Ltd. Richard joined the firm in January 2014 as Senior Vice President, Private Client Group, focused on building out our Quebec Private Client business. As Executive Vice President, Richard is responsible for overseeing the growth and development of the Raymond James branch network, as well as our recruitment efforts across Canada. Prior to joining Raymond James, he served as Vice-Chairman, Executive Vice President, and National Sales Manager of National Bank Financial.

Richard is an active supporter of various industry associations including being a member of the IIAC Board from 2010-2012, and the National Advisory Committee Chair of the predecessor association, the Investment Dealers Association (IDA) from 2000 to 2002. He is also an avid volunteer with several charitable organizations including serving as the President of National Bank Financial's 2009 and 2010 United Way (Centraide) Campaigns. He also served as a Board Member for Free the Children for five years.

 
Daryl Swetlishoff

Daryl Swetlishoff
Head of Research
Raymond James Ltd.
daryl.swetlishoff@raymondjames.ca

Daryl Swetlishoff joined the firm in 2001 and was named Head of Research of Raymond James Ltd. in May 2007. Based in Vancouver, he is responsible for a group of 40 research and operations professionals, providing research coverage on over 240 companies across seven sectors. Daryl is also a ranked analyst covering Paper & Forest sector equities. He holds the Chartered Financial Analyst designation, and earned an MA (Economics) from the University of Victoria.

 
Sybil Verch

Sybil Verch
Senior VP, National Director, Wealth Management
Raymond James Ltd.
sybil.verch@raymondjames.ca

Sybil Verch is Senior Vice President and National Director of Wealth Management at Raymond James Ltd. In this role, she shares responsibility for increasing brand recognition nationally and oversees the firm's Practice Management offering which provides training and coaching for our investment professionals. She is also part of the Private Client Group Operating Committee, the team responsible for direction and policy decisions for the firm's Private Client Group division.

Sybil has been in the financial services industry since 1994, initially working at Midland Walwyn. Prior to joining Raymond James Ltd. in 2011, she was with HSBC Securities from 1997. Sybil is actively engaged in the Women's Advisory Council at Raymond James and plays an integral part in mentoring women in finance.

Sybil is a dedicated philanthropist with her own foundation. She is also the past Chair and current board member of the Victoria YM/YWCA Board of Directors and in support of the Peter B Gustavson School of Business.

 
Mike Westcott

Mike Westcott
Senior Managing Director, Head of Equities
Raymond James Ltd.
mike.westcott@raymondjames.ca

Mike Westcott joined Goepel Shields (subsequently acquired by Raymond James) in 1996, as a Mining Equity Analyst. In 2000, Mike moved from the Research Department into Institutional Equity Sales, becoming Head of Institutional Equity Sales in 2004. Appointed Head of Equities (Canada) in 2015, Mike's oversight responsibilities now include Research, Sales and Trading. Prior to joining Raymond James, he spent eight years as an Exploration Geologist and a year as Corporate Analyst at the Vancouver Stock Exchange. Mike has a Bachelor of Science degree from the University of British Columbia and a Master of Science degree (Mineral Exploration) from Queen's University.

 
Kevin Whelly

Kevin Whelly
Senior VP, National Director Sales, Private Client Group
Raymond James Ltd.
kevin.whelly@raymondjames.ca

Kevin Whelly joined Raymond James in 2005 as Senior Vice President, Growth and Development. He has since become the firm's SVP, National Director - Sales. Kevin's primary focus is on supporting the firm's aggressive recruitment goals. Kevin brings more than 28 years of investment management experience and a successful track record for building strong sales teams. Kevin operates out of our Toronto corporate office supporting the nationwide growth and development efforts of the firm's branch network and independent agent models.

 
Tom Williams

Tom Williams
Senior VP, Growth and Development, Private Client Group
Raymond James Ltd.
tom.williams@raymondjames.ca

Tom Williams holds the position of Senior Vice President, Growth and Development focusing on key regional and national growth mandates for the firm. Tom has been in the Retail Private Client area of the industry since 1995 when he began his career as an Investment Advisor at Midland Walwyn (which later became Merrill Lynch). After 9 years as an IA and various Regional Sales Management roles, his client experience led to being promoted to non-producing Branch Manager of CIBC's flagship branch, the Bay street location. He transitioned to the position of Executive Director, National Sales Manager for CIBC Asset Management for 3 years before returning to the private client side of the business with CIBC Wood Gundy. Before joining Raymond James, Tom held the position of Division Director, Regional Manager of Eastern Canada for Macquarie Private Wealth which then became RichardsonGMP. Within these roles he continued to establish himself as being focused on development and growth to support the advisor and client experience.