BALTIMORE, May 8, 2024
/CNW/ -- T. Rowe Price (Canada), Inc., announced that it has hired
Jeff Li, CIM®, as vice
president for its intermediary business in Canada. In this new role, he is responsible
for supporting intermediary partners in-field, while also leading
advisor sales and service within T. Rowe
Price's separately managed account (SMA) business. Li is
based in Toronto and reports to
Lauren Bloom, T. Rowe Price's head of Canada.
Before joining T. Rowe Price, Li served as regional vice
president for TD Asset Management, where he led business
development and client servicing for Toronto-based financial advisors. Prior to
that, he was a business development manager at Fidelity Investments
Canada. Li holds a Bachelor of Commerce degree from the
University of Toronto, and the
Chartered Investment Manager® (CIM®)
designation.
"We are so pleased to announce the addition of Jeff Li to our team in Canada," said Bloom. "Jeff comes to us with
more than 12 years of investment industry experience. His hiring
underscores T. Rowe Price's
commitment to supporting our intermediary partners in-field and
continuing to grow and diversify our business in Canada. He joins an expanding team including
Jean-Sebastien Garant and
Zaheed Jiwani, both of whom are vice
presidents for our institutional business and who joined in
2023."
T. Rowe Price (Canada) Inc. is a unit of T. Rowe Price's Americas division, which offers
investment management services to institutional investors,
institutional consultants, and intermediaries.
ABOUT T. ROWE PRICE
Founded in 1937, T. Rowe Price
(NASDAQ – GS: TROW) helps individuals and institutions around the
world achieve their long-term investment goals. As a large global
asset management company known for investment excellence,
retirement leadership, and independent proprietary research, the
firm is built on a culture of integrity that puts client interests
first. Clients rely on the award-winning firm for its retirement
expertise and active management of equity, fixed income,
alternatives, and multi-asset investment capabilities. T.
Rowe Price has $2.09 CAD trillion in assets under management as
of March 31, 2024, and serves
millions of clients globally. News and other updates can be found
on Facebook,
Instagram, LinkedIn, X, YouTube,
and troweprice.com/newsroom.
IMPORTANT INFORMATION
FOR ACCREDITED INVESTORS ONLY
Canada – Issued in
Canada by T. Rowe Price (Canada), Inc. T. Rowe
Price (Canada), Inc.'s
investment management services are only available to Accredited
Investors as defined under National Instrument 45-106. T.
Rowe Price (Canada), Inc. enters into written delegation
agreements with affiliates to provide investment management
services.
Residents of Quebec may request
a French translation of this document. Please contact
CanadaTranslationRequests@troweprice.com. Les résidents du
Québec peuvent demander une traduction française de ce document.
S'il vous plaît contactez
CanadaTranslationRequests@troweprice.com.
202405 - 3553984
SOURCE T. Rowe Price
(Canada), Inc.