FP Canada reveals top performers on May CFP exam
Jacob Toll, Kimberley Priebe and John Hunt made this year's President's List
Latest news in People
IIAC releases Top Under 40 nominees
The winner will be announced on Oct. 12
- By: IE Staff
- September 20, 2021 September 20, 2021
- 15:22
Joanna Rotenberg heading to Fidelity
The former BMO wealth management head will start her new role in November
- By: IE Staff
- September 20, 2021 September 20, 2021
- 14:12
RBC announces executive changes
The changes are tied to members of RBC's group executive committee
- By: Maddie Johnson
- September 17, 2021 September 17, 2021
- 11:24
Cary List receives lifetime achievement award in financial planning
FP Canada honoured the former president and CEO for his contributions to the profession
- By: IE Staff
- September 15, 2021 September 15, 2021
- 12:49
Equitable Life makes changes to executive leadership team
One executive joins the company while another was promoted
- By: IE Staff
- September 14, 2021 September 14, 2021
- 13:27
Kathrin Forrest joins Capital Group
The Sun Life veteran will support the firm’s wealth management and institutional retirement businesses
- By: Maddie Johnson
- September 14, 2021 September 14, 2021
- 11:35
PenderFund names new president
Carlos Desierto was previously a managing director at Manulife Investment Management
- By: Maddie Johnson
- September 14, 2021 September 14, 2021
- 11:13
Sun Life appoints first chief sustainability officer
Alanna Boyd's mandate is to build on the company's long-term economic, environmental and social commitments
- By: IE Staff
- September 13, 2021 September 13, 2021
- 11:41
RF Capital appoints head of corporate development
Natalie Bisset will spearhead recruitment initiatives, strategic partnerships and acquisitions
- By: Maddie Johnson
- September 8, 2021 September 8, 2021
- 11:42
iA Financial Group appoints new EVP and chief risk officer
Philippe Sarfati comes to the company from Concentra Bank
- By: Daniel Calabretta
- September 7, 2021 September 7, 2021
- 16:42
National Bank appoints new vice-chairman of commercial banking and financial markets
Michael Denham brings over 30 years of industry experience
- By: Maddie Johnson
- September 1, 2021 September 1, 2021
- 11:00
CFIQ names new board leadership
Eric Hallé will chair the board of governors
- By: IE Staff
- September 1, 2021 September 1, 2021
- 11:00
Jill Chua joins Raymond James
Chua has more than 12 years of investment banking experience
- By: Maddie Johnson
- August 24, 2021 August 24, 2021
- 13:04
iA Financial appoints Pierre Miron to new position
In his new role, Miron will head up operations related to information technology, client experience and employee experience
- By: IE Staff
- August 24, 2021 August 24, 2021
- 11:41
Richardson Wealth investment team moving to Purpose as part of partnership
Craig Basinger's team will join Purpose Investments next month
- By: Maddie Johnson
- August 24, 2021 August 24, 2021
- 11:37
Gilchrist to step down at ScotiaMcLeod
Todd Barnes will become head of the bank-owned brokerage, while Gilchrist moves to another role in the bank
- By: Rudy Mezzetta
- August 24, 2021 August 24, 2021
- 08:51
IMCO hires CPP Investments vet as new chief investment officer
Rossitsa Stoyanova will start her role on Sept. 13
- By: IE Staff
- August 11, 2021 August 11, 2021
- 16:46
National Bank CEO Louis Vachon to retire, Laurent Ferreira named successor
The chief operating officer will take the top job on Nov. 1
- By: IE Staff, Canadian Press
- August 11, 2021 August 11, 2021
- 10:35
BMO hires director of ETF capital markets
Greg Walker has extensive fixed income experience
- By: IE Staff
- August 9, 2021 August 9, 2021
- 15:02
Dean Connor appointed to CPP Investments board
Ex-Sun Life Financial CEO begins three-year term as a director with the pension fund
- By: IE Staff
- August 6, 2021 August 6, 2021
- 12:05
BMO Insurance adds ESG options for universal life policies
Five new indexed accounts track ESG funds managed by BMO GAM
- By: IE Staff
- August 3, 2021 August 3, 2021
- 15:13
iA Financial’s Clément Gignac appointed to Senate
Gignac had served as chief economist at Quebec City-based firm since 2012
- By: IE Staff
- July 30, 2021 July 30, 2021
- 11:59
Financial industry backs Canadian bid to host ISSB
Freeland sent a formal letter making the case for a Canadian headquarters for sustainability standards
- By: Mark Burgess
- July 29, 2021 July 29, 2021
- 10:55
CPP Investments appoints new head of private equity
Suyi Kim most recently served as the pension plan’s head of Asia Pacific
- By: IE Staff
- July 29, 2021 July 29, 2021
- 10:37