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Industry moves this week

A mix of executive and advisor moves were announced

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Industry moves this week

Roy Gori of Manulife and Blair Morrison of BCFSA to retire in 2025, plus other news

New leader

Stephen Harper appointed to oversee Alberta’s $160B AIMCo fund

Move comes almost two weeks after the province's finance minister fired the Crown agency's entire board

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Industry moves this week

New CFO for RF Capital, plus other executive-level moves

Hand placing a wooden person onto a wooden block

Industry moves this week

AIMCo names interim CEO, plus a slew of advisor team moves

  • By: Katie Keir
  • November 8, 2024 November 15, 2024
  • 16:27
trade timing

Move to T+1 both easier, and harder, than T+2

CCMA declares project a success, but not a blueprint for T+0

new label

Industry moves this week

From changing firms to starting new groups, advisors are making moves

  • By: Katie Keir
  • October 29, 2024 October 29, 2024
  • 13:13
Businessman overlooking multiple pathway options

Industry moves this week

This roundup includes a mix of industry veterans who have chosen new firms or ventures

  • By: Katie Keir
  • October 17, 2024 October 17, 2024
  • 12:40

Tangerine to get new president, CEO in November

Terri-Lee Weeks will take over from Gillian Riley when she retires Nov. 1

  • By: IE Staff
  • October 9, 2024 October 9, 2024
  • 15:32
a man on a precipice

‘It’s time to look ahead,’ new Advocis CEO says

Kelly Gorman brings triple-threat expertise to association’s finances, focus

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Industry moves this week

A mix of moves occurred, plus Dave Kelly officially took the lead at Richardson Wealth

  • By: Katie Keir
  • October 2, 2024 October 2, 2024
  • 17:02

Why TD Bank veteran Raymond Chun is taking the reins from Masrani

Outgoing CEO Masrani, who's retiring in 2025, says Chun is "the right leader at the right time"

  • By: Katie Keir
  • September 19, 2024 September 19, 2024
  • 14:52
TD bank. stock photo

TD CEO to retire next year, Chun named successor

In announcing his retirement, Bharat Masrani took responsibility for TD's money laundering failures

Public statement

Industry moves this week

CG Wealth snags from CIBC Wood Gundy an advisor team overseeing $1.4 billion, amid big week for advisor moves

  • By: Katie Keir
  • September 16, 2024 September 16, 2024
  • 16:41
blurred lights on stage, drama theatre show background

Industry moves this week

Kevin Gopaul becomes CIO of REX Financial Canada

  • By: Jonathan Got
  • September 11, 2024 September 11, 2024
  • 14:14
a woman entering a door of unknown mystery

Industry moves this week

Another BMO ETFs departure, and more

  • By: Katie Keir
  • September 4, 2024 September 10, 2024
  • 14:45
Chris McHaney headshot

Chris McHaney joins Global X

Long-time BMO ETFs portfolio manager will become Global X's head of investment management and strategy

vintage microphones

Industry moves this week

A second John Bai joins Aviso Wealth's executive team, and more

  • By: Katie Keir
  • August 23, 2024 August 23, 2024
  • 13:21
Air raid sirens

Industry moves this week

IG Wealth snagged a new director of business development, and more

  • By: Katie Keir
  • August 16, 2024 August 16, 2024
  • 13:32
change direction

Industry moves this week

Richardson Wealth sees top leadership shuffle, and more

  • By: Katie Keir
  • August 1, 2024 August 1, 2024
  • 15:35

Dave Kelly to take the reins at Richardson Wealth

Kish Kapoor steps down in October, will remain on boards of the brokerage and RF Capital

Frances Donald to become RBC’s chief economist

Other industry veterans and groups are also shifting firms

Industry moves this week

A variety of moves occurred across the industry, including advisor team transitions

old way, new way

RBC unveils executive leadership shuffle

The bank's decision to split its personal and commercial banking divisions was one driver, as was simplifying work flows

Entrance to Financial Services Regulatory Authority of Ontario

FSRA names interim CEO

Stephen Power will take over after Mark White steps down later this month

  • By: IE Staff
  • July 5, 2024 July 5, 2024
  • 12:45