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FP Canada reveals top performers on May CFP exam

Jacob Toll, Kimberley Priebe and John Hunt made this year's President's List

City skyline at night

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
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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
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RBC announces executive changes

The changes are tied to members of RBC's group executive committee

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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
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Kathrin Forrest joins Capital Group

The Sun Life veteran will support the firm’s wealth management and institutional retirement businesses

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PenderFund names new president

Carlos Desierto was previously a managing director at Manulife Investment Management

Money in hands with leaf growing

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
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RF Capital appoints head of corporate development

Natalie Bisset will spearhead recruitment initiatives, strategic partnerships and acquisitions

new label

iA Financial Group appoints new EVP and chief risk officer

Philippe Sarfati comes to the company from Concentra Bank

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National Bank appoints new vice-chairman of commercial banking and financial markets

Michael Denham brings over 30 years of industry experience

announcement

CFIQ names new board leadership

Eric Hallé will chair the board of governors

  • By: IE Staff
  • September 1, 2021 September 1, 2021
  • 11:00
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Jill Chua joins Raymond James

Chua has more than 12 years of investment banking experience

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
Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Horizontal, blurred (Business partnership meeting. Picture businessmans handshake. Successful businessmen handshaking after good deal. Ho

Richardson Wealth investment team moving to Purpose as part of partnership

Craig Basinger's team will join Purpose Investments next month

announcement

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

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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
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National Bank CEO Louis Vachon to retire, Laurent Ferreira named successor

The chief operating officer will take the top job on Nov. 1

stage curtain

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
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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
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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
Parliament Hill, Ottawa, Canada

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
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Financial industry backs Canadian bid to host ISSB

Freeland sent a formal letter making the case for a Canadian headquarters for sustainability standards

blue curtain of a classical theater

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