Morningstar veteran Christopher Davis moves to Strategic Insight
Davis will lead U.S. fund research
Latest news in People
BMO Capital Markets hires Scott Brison
The former MP will work in senior client coverage and business development
- By: IE Staff
- February 14, 2019 February 14, 2019
- 09:35
Jean-François Chalifoux: 2018 Quebec Financial Personality of the Year
Four other executives and three advisors were honoured at FI’s annual gala event in Montreal
- By: IE Staff
- February 5, 2019 February 5, 2019
- 20:00
Halifax-born banker honoured by Prince William
Brenda Trenowden receives OBE medal at Buckingham Palace
- By: Canadian Press
- February 1, 2019 February 1, 2019
- 16:11
Global markets, TSX get a boost
Oil and gold prices rise, fed goes dovish on rate hikes
- By: Canadian Press
- January 30, 2019 February 14, 2019
- 16:46
Concentra Bank names new head of Concentra Trust
Martha Moen brings an extensive background in retail banking, strategy, and wealth management
- By: IE Staff
- January 25, 2019 January 25, 2019
- 16:15
Kristi Mitchem named new CEO of BMO GAM
The former Wells Fargo exec has led global teams across all major asset classes
- By: IE Staff
- January 23, 2019 January 23, 2019
- 09:30
Jon Eaton joins Anchor Pacific
Portfolio manager named director of private client wealth
- By: IE Staff
- January 22, 2019 January 22, 2019
- 12:50
TD names new Pacific Region head
Andrew Cribb succeeds Mauro Manzi
- By: IE Staff
- January 22, 2019 January 22, 2019
- 12:30
Newsmaker: A place for independents
The new CEO of PWL is focused on embracing technology and bringing in young advisors to help the firm attract clients
- By: Fiona Collie
- January 21, 2019 February 5, 2019
- 00:15
Joe Canavan takes over as CEO of NEXT Canada
The investment industry veteran takes over from Sheldon Levy
- By: James Langton
- January 18, 2019 January 18, 2019
- 10:18
John Bogle dies aged 89
Founder of the Vanguard Group passes away
- By: Associated Press
- January 16, 2019 January 16, 2019
- 18:24
Barclays Canada names new head of financial institutions group
Jacquelyn Titus will enable the Britain-based bank to expand its focus on Canada’s financial services industry
- By: James Langton
- January 16, 2019 January 16, 2019
- 11:53
Ex-Osler partner Blair Wiley joins Wealthsimple
Wiley will be general counsel and head of regulatory affairs
- By: IE Staff
- January 7, 2019 January 7, 2019
- 17:56
Tax scholars join CRA’s offshore compliance advisory committee
The committee advises the CRA on strategies to combat offshore tax evasion and aggressive tax planning
- By: IE Staff
- December 17, 2018 February 14, 2019
- 10:40
David Cheop named CEO of the Manitoba Securities Commission
Cheop was deputy director and secretary of the commission from 1986 to 1998
- By: James Langton
- December 14, 2018 February 15, 2019
- 16:15
GRI appoints new president and CEO
Sonia Baxendale succeeds Richard Nesbitt in top role at Global Risk Institute in Financial Services
- By: IE Staff
- December 14, 2018 January 6, 2019
- 15:00
CRA names members of external advisory panel on service
Panel aims to help improve the experience of Canadians when they interact with the tax man
- By: IE Staff
- December 14, 2018 February 14, 2019
- 11:15
Warren Moysey dies at 79
Moysey was a former president of CIBC and a former chairman and CEO of CI Mutual Funds
- By: James Langton
- December 13, 2018 January 6, 2019
- 13:25
FMFD appoints new executive director
Matthew Latimer succeeds Sandra Kegie at the Federation of Mutual Fund Dealers
- By: James Langton
- December 13, 2018 February 14, 2019
- 08:45
Manulife announces changes to two funds subadvised by Mawer
Travis Goldfeldt will take over lead manager duties from incoming Mawer president Craig Senyk
- By: IE Staff
- December 12, 2018 January 11, 2019
- 11:10
Sheila Murray to retire from CI Financial in March
In addition to his current role as CEO, Peter Anderson will be appointed president of CI
- By: IE Staff
- December 10, 2018 February 14, 2019
- 16:00
Co-operators hires chief digital and marketing officer
Emmie Fukuchi joins the financial co-operative from Great-West Lifeco
- By: IE Staff
- December 6, 2018 February 14, 2019
- 11:15
Bank of Canada appoints new deputy governor
Paul Beaudry succeeds Sylvain Leduc
- By: James Langton
- December 4, 2018 January 6, 2019
- 15:20
Jarislowsky Fraser shuffles leadership
Maxime Ménard succeeds Pierre Lapointe as president
- By: IE Staff
- December 3, 2018 February 14, 2019
- 16:30