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Richardson Wealth adds VP to oversee growth

Christina Clement is the latest addition to the rebranded firm

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IIAC names new chairman

RBC compliance chief to head the industry trade group's board

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TD getting new head of private wealth, financial planning

The swap is effective June 14, with outgoing leader Dave Kelly providing guidance until September

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PenderFund names new SVP for investments

Geoff Scott joined the Vancouver-based firm last month

  • By: IE Staff
  • June 7, 2021 June 7, 2021
  • 11:54
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CETFA elects new board leader

Michael Cooke of Mackenzie Investments is succeeding Steve Hawkins

  • By: IE Staff
  • June 4, 2021 June 8, 2021
  • 10:40
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CI GAM announces portfolio manager appointments

Each manager comes from the firm’s integrated in-house investment boutiques

  • By: IE Staff
  • June 3, 2021 June 3, 2021
  • 12:42
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IPC names new president and CEO

Former leader Chris Reynolds will transition to a new executive chair role on July 1

  • By: IE Staff
  • June 3, 2021 June 3, 2021
  • 12:35
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Manulife exec to chair CLHIA

Michael Doughty has been elected to the position

  • By: IE Staff
  • June 3, 2021 June 3, 2021
  • 12:17
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iA Clarington aims for sleeker, cleaner product lineup

The investment management firm plans to double its assets in the next five years

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Meridian president and CEO steps down

Bill Maurin departs after seven years leading Ontario's largest credit union

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Raymond James appoints head of real estate investment banking

Onorio Lucchese brings more than 20 years of experience to the role

  • By: IE Staff
  • May 18, 2021 May 18, 2021
  • 09:58
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Manulife names global head of growing private markets business

Christoph Schumacher will take on the new role in Boston

  • By: IE Staff
  • May 17, 2021 May 17, 2021
  • 11:11
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Desjardins appoints new chief economist

Jimmy Jean succeeds François Dupuis, who is retiring after more than 30 years with Desjardins

  • By: IE Staff
  • May 6, 2021 May 6, 2021
  • 14:13
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Pascal elected as CALU chair

The advanced life insurance industry veteran will lead the advocacy group board for 2021–22

  • By: IE Staff
  • May 5, 2021 May 5, 2021
  • 17:03
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After years, U.S. court hands tax win to Michael Jackson heirs

The IRS had wildly inflated the value of the King of Pop's assets

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CPPIB appoints new head of credit investments

Andrew Edgell will oversee CPPIB’s public and private credit investments globally

  • By: IE Staff
  • May 4, 2021 May 4, 2021
  • 10:18
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Brian Dayes to lead Mercer Canada’s private wealth business

Dayes will develop strategies across tax planning, financial planning and charitable giving, the firm said

  • By: IE Staff
  • May 3, 2021 May 3, 2021
  • 12:09
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iA Clarington names new president and CEO

Adam Elliott succeeds the retiring Andrew Dalglish

  • By: IE Staff
  • April 27, 2021 April 27, 2021
  • 11:05
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RF Capital names board candidates

The nominees reflect the firm's "bold and ambitious" growth agenda

  • By: IE Staff
  • April 26, 2021 April 26, 2021
  • 12:09
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Dean Manjuris joins Richardson Wealth as vice-chair

The BMO veteran will play an important role in recruiting talent, the firm said

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Manulife Investment Management aims to boost HNW offering

Alex Catterick is taking on a newly created role, overseeing high-net-worth strategy in private markets

  • By: IE Staff
  • April 16, 2021 April 16, 2021
  • 12:25
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AIMCo names former CMHC head Evan Siddall as next chief executive

The appointment is effective July 1

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New Mackenzie SVP will lead firm’s second ESG boutique

Andrew Simpson has joined the firm as senior vice-president and portfolio manager

  • By: IE Staff
  • April 13, 2021 April 13, 2021
  • 15:14
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CI Financial names new CFO

Amit Muni will replace Doug Jamieson

Laura Paglia named next IIAC head

The securities lawyer will take over from Ian Russell in August

  • By: IE Staff
  • April 12, 2021 April 12, 2021
  • 10:34