T. Rowe Price Expands Canadian Team with New VP for Intermediary Business

T. Rowe Price (Canada), Inc., a major player in the global investment management landscape, has recently enhanced its Canadian operations through a strategic hire. Jeff Li, a Chartered Investment Manager (CIM®), has joined the firm as the Vice President of its intermediary business in Canada. This executive move is geared towards amplifying the firm's effectiveness in catering to the intermediary market while also driving sales and bolstering service efforts catered towards financial advisors.

Jeff Li's Role at T. Rowe Price

In Jeff Li's capacity as Vice President, he is tasked with a dual mandate. Primarily, Li is to provide in-field support to the company's network of intermediary partners throughout Canada, fortifying existing relationships and fostering new ones. Furthermore, Li is set to spearhead the advisor sales and service teams, bringing a heightened level of strategic sales acumen and customer service expertise to the intermediary business model.

Impact on T. Rowe Price's Canadian Division

With the addition of Li to their team, T. Rowe Price is reinforcing its commitment to the Canadian market, where it sees significant growth potential. The appointment is part of the firm's broader push to adapt its business model to better serve intermediary clients and adapt to the evolving financial landscape. Li's extensive background in investment management and client relations positions him as a valuable asset in driving growth and enhancing the service profile of T. Rowe Price in Canada.

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