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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

So you want to start a podcast

Two portfolio managers explain why their podcast has run successfully for more than five years

  • By: Melissa Shin
  • September 25, 2023 September 25, 2023
  • 16:12
announcement

Industry moves this week

IFIC elected board members and some well-known names received promotions

  • By: Katie Keir
  • September 22, 2023 September 22, 2023
  • 14:44
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Industry moves this week

Head of Advocis resigns, and other industry moves

  • By: Katie Keir
  • September 13, 2023 September 13, 2023
  • 16:24
announcement

Manulife veteran to lead iA Clarington Investments

Plus, new leadership at Women in Capital Markets and a new executive at Horizons

  • By: Katie Keir
  • September 5, 2023 September 5, 2023
  • 09:00
Old and new sign

Industry moves this week

Alongside Kevin Gopaul's recent exit from BMO GAM are advisor and senior-level moves

  • By: Katie Keir
  • August 30, 2023 August 30, 2023
  • 11:26
Sara Petrcich, BMO GAM

Kevin Gopaul leaves BMO GAM

Sara Petrcich is now head of the ETF and structured solutions team

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FP Canada names top CFP exam writers from May

A total of 406 people wrote the exam

  • By: IE Staff
  • August 17, 2023 August 17, 2023
  • 12:52
new memo employee appointment notice promotion

Jordy Chilcott joins Manulife Investment Management

Plus, other people moves across the financial industry

  • By: Katie Keir
  • August 15, 2023 August 14, 2023
  • 07:30
Adirondack chairs at shore of Lake of Two Rivers, Ontario

How to improve your out-of-office messages

The point of a vacation auto-reply is to let the receiver know exactly how to proceed in your absence

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Tips for leading an advisory team

Leaders need to build a sense of community on their teams and ensure members feel valued

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More industry moves this week

Wellington-Altus changes take shape, plus other industry announcements

  • By: Katie Keir
  • August 4, 2023 August 4, 2023
  • 11:04
announcement

Industry moves this week

Associations, hedge funds and wealth management firms all made new appointments

  • By: Katie Keir
  • August 1, 2023 August 1, 2023
  • 14:41
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Wellington-Altus president Jordy Chilcott leaving firm

His departure, effective July 31, has kickstarted other executive shifts

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New global wealth leadership for Scotiabank

The transition for Scotiabank will be finalized as of Jan. 1, 2024

change direction

Industry moves this week

Michael Cooke retained his role as leader of CETFA's board, while other industry players made a variety of moves

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The secret to hiring summer students

Setting expectations early, assigning specific projects and building in time for fun will lead to a successful experience

announcement

Industry moves this week

Industry veteran Roy Ratnavel to retire, plus a new senior role at Harbourfront Wealth

new label

Industry moves this week

Manulife names new public markets CIO

  • By: IE Staff
  • June 27, 2023 June 27, 2023
  • 13:27
man opening curtain to reveal something

Industry moves this week

Job cuts at Mackenzie Investments, and more

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

Nancy Paquet to lead wealth management at National Bank

Plus other moves within the industry this week

Toronto real estate

Ontario Teachers’ to move real estate division in-house

John Sullivan will retire from Cadillac Fairview in November

Grand opening, cutting red ribbon

Industry moves this week

iA Financial Group's president and CEO Denis Ricard will lead CLHIA's board

announcement

Industry moves this week

New appointments include senior executives with Harbourfront Wealth and AGF Management

new memo employee appointment notice promotion

Industry moves this week

Raymond James names a new head of investment strategy, while iA shakes up its executive team