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Businessman overlooking multiple pathway options

Industry moves this week

A mix of executives and advisors have landed at new firms

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Industry moves this week

Several industry veterans take on new roles, across a mix of firms

Personnel

iA Private Wealth secures most former Laurentian advisors, assets

The new iAPW advisors will continue their training and systems conversion this summer

Businessman remove one piece from jenga tower Risk management concept metaphor

Julie Martini moves to Ontario Chamber of Commerce

And Richardson Wealth snags a $500M team from TD

announcement

Industry moves this week

A mix of retirements and board appointments

  • By: Katie Keir
  • April 26, 2024 April 26, 2024
  • 14:41
Grand opening, cutting red ribbon

Industry moves this week

Notable news comes from banking, and a new leader joins Sterling Mutuals

Sam Albanese, industry pioneer, dies at 76

Friends, colleagues remember him as an innovator who was dedicated to his field

vintage microphones

Industry moves this week

A mix of retirements and firm expansions, alongside RBC's termination notice

  • By: Katie Keir
  • April 10, 2024 April 9, 2024
  • 07:01
announcement

Pat Dunwoody steps down from CETFA

Plus, changes at IG Wealth and CIBC Mellon

confused man

How Daniel Kahneman’s research influenced financial advice

Economist's findings helped advisors understand that people often make irrational decisions

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Vincent Fraser becomes president of Croesus

Fraser will enhance platform features, continue European expansion, provide talent opportunities

announcement

Industry moves this week

A new CFO for Sun Life Financial, plus a newly created growth-focused role within ScotiaMcLeod

  • By: Katie Keir
  • March 25, 2024 March 25, 2024
  • 15:25
RBC logo Royal Bank of Canada sign

RBC names Maria Douvas chief legal and administrative officer

She will oversee enterprise strategy, procurement, corporate real estate, climate and the chief data office

Grand opening, cutting red ribbon

Industry moves this week

A variety of moves occurred across several industry areas

  • By: Katie Keir
  • March 18, 2024 March 18, 2024
  • 14:00
Mid-year blackboard

PPI adjusts executive team, aiming to attract more advisors

Other major top-level shifts have occurred at CIBC and the Ontario Securities Commission

  • By: Katie Keir
  • March 7, 2024 March 14, 2024
  • 17:44
announcement

Industry moves this week

The new Federation of Independent Dealers named its 2024 board leader and future focus

  • By: Katie Keir
  • March 5, 2024 March 28, 2024
  • 13:15
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Industry moves this week

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

  • By: Katie Keir
  • February 23, 2024 February 23, 2024
  • 11:41
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
vintage microphones

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
vintage microphones

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