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Industry moves this week

Alongside BMO Private Wealth's leadership shift were several other veteran and advisor announcements

Maarten Jansen, Martha Moen and Craig Meeds

BMO Private Wealth adds leaders from TD, RBC and Broadridge

Meghan Meger announces her retirement as Maarten Jansen, Craig Meeds and Martha Moen join the firm

change direction

Industry moves this week

Two people departed from Scotiabank, including veteran executive Jake Lawrence

  • By: Katie Keir
  • February 15, 2024 February 15, 2024
  • 14:29
announcement

Former TD Wealth executive Craig Meeds departs

Meeds had been head of investment management practices and wealth insurance services since 2018

  • By: Katie Keir
  • February 9, 2024 February 9, 2024
  • 11:24
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Industry moves this week

New firm Delisle Advisory Group named a COO, plus more executive and advisor shifts

  • By: Katie Keir
  • February 2, 2024 February 2, 2024
  • 12:44
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OSC’s Kehoe will exit at the end of February

Leslie Byberg will oversee enforcement as the regulator looks for a new director

  • By: Katie Keir
  • January 23, 2024 January 23, 2024
  • 15:32
a woman entering a door of unknown mystery

Industry moves this week

Alongside Macoun's pending exit from Canada Life were changes at Wellington-Altus, Broadridge Financial and more

  • By: Katie Keir
  • January 18, 2024 January 18, 2024
  • 15:19

Industry moves: Jeff Macoun to retire after four decades with Canada Life

Plus, Women in Capital Markets names new chief executive

  • By: IE Staff
  • January 16, 2024 January 16, 2024
  • 14:25
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Industry moves: Alts firm Accelerate appoints Kevin Gopaul as special advisor

Plus, Ontario Teachers' makes executive appointments

  • By: IE Staff
  • January 12, 2024 January 12, 2024
  • 13:44
Personnel

CI Financial’s Darie Urbanky will depart at the end of next year

CIO Marc-André Lewis will become co-head of CI Global Asset Management as of Jan. 1

  • By: Katie Keir
  • December 21, 2023 December 21, 2023
  • 11:21

Former OSC chair, FAIR co-founder dies

Stanley Beck was a regulator, academic and investor advocate

Horn speaker for public relations sign symbol, vintage color - sun with blue sky

Industry moves this week

Joanna Rotenberg leaves Fidelity Investments, plus other moves

  • By: Katie Keir
  • December 19, 2023 December 19, 2023
  • 16:53
change direction

Industry moves: Executive departure at TD leads to new wealth head

Ray Chun moves to personal banking and Tim Wiggan heads wealth management and insurance

  • By: Katie Keir
  • December 11, 2023 December 11, 2023
  • 12:06
Grand opening, cutting red ribbon

Industry moves this week

Former Scotiabank head to lead new Ontario Infrastructure Bank, plus other news

  • By: Katie Keir
  • December 8, 2023 December 8, 2023
  • 12:52
Crowded boardroom

Andrew Marsh appointed to Wellington-Altus board

In other news, two advisor teams joined Richardson Wealth's new Victoria-based office

  • By: Katie Keir
  • November 30, 2023 November 30, 2023
  • 06:01
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Industry moves: Karl Cheong has left First Trust Portfolios Canada

Other developments this week include cuts at Manulife and several advisor team moves

  • By: IE Staff
  • November 15, 2023 November 16, 2023
  • 13:15
Horn speaker for public relations sign symbol, vintage color - sun with blue sky

Industry moves this week

Two wealth groups left Richardson Wealth, plus other notable moves across financial services

  • By: Katie Keir
  • November 9, 2023 November 10, 2023
  • 13:48
announcement

Duane Green leaves Franklin Templeton

Andrew Ashton takes over as chairman

a woman entering a door of unknown mystery

Industry moves this week

Multiple industry veterans made changes, plus Richardson Wealth's John Horwood retired

  • By: Katie Keir
  • November 3, 2023 November 3, 2023
  • 13:44
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Financial services leaders honoured by Women’s Executive Network

Women in banking and insurance received recognition

  • By: IE Staff
  • October 30, 2023 October 31, 2023
  • 16:19
Meghan Meger

Meghan Meger appointed sole head of BMO Private Wealth Canada

Geoff Newton, who had been co-head of BMO Private Wealth Canada since June 2022, has departed

Businessman remove one piece from jenga tower Risk management concept metaphor

Industry moves this week

Laurentian Bank has announced further executive shifts following its leadership change earlier this month

  • By: Katie Keir
  • October 11, 2023 October 12, 2023
  • 16:08
announcement

Industry moves this week

Abraham Tachjian stays on as Canada's open banking lead, plus Laurentian Bank changes leadership

  • By: Katie Keir
  • October 4, 2023 October 4, 2023
  • 12:53
Modern office building close up in sunlight

Laurentian Bank appoints new CEO after computer mainframe outage

The computer issue comes only weeks after Laurentian completed a strategic review without a deal to sell the bank

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Industry moves this week

RBC Investor Services has a new CEO, and changes arise from iA Financial Group's capital markets restructuring

  • By: Katie Keir
  • September 28, 2023 September 29, 2023
  • 15:36