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BMO Private Wealth takes on Kevin Barnes in newly created role

Barnes' move from TD Wealth's private wealth division is detailed, among other industry news

changes ahead sign

BMO Insurance welcomes back Rohit Thomas

Other industry moves this week include a new head for the FP Canada Institute

  • By: Katie Keir
  • March 23, 2023 March 23, 2023
  • 14:27
Business People Meeting Discussion in a boardroom concept

Canaccord appoints former Ontario finance minister to board amid takeover tussle

New appointments come a week after four board members opposed to the takeover resigned

Young Businesswoman Addressing Boardroom Meeting

Women make up one-third of S&P/TSX composite board positions for first time

Women held 33.7% of board seats, up from 27.9% in January 2020


Martin Lavigne joins ScotiaMcLeod

Other moves include an established advisor group moving to BMO Nesbitt Burns from CG Wealth

man opening curtain to reveal something

Industry moves this week

A team of former MD Financial advisors has emerged at Richardson Wealth

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Industry moves this week

New appointments at National Bank of Canada, Foresters Financial and Sagicor

vintage microphones

Executive moves this week

Desjardins, IG and CPP Investments made senior appointments

  • By: Katie Keir
  • February 28, 2023 February 28, 2023
  • 12:32
Diverse business partners gathered in boardroom shaking hands stock photo

Executive moves this week

There were shifts in Canada and the U.S. at a couple major firms

  • By: Katie Keir
  • February 17, 2023 February 17, 2023
  • 12:36
40556994 - close up image of stock market data on a computer monitor.

Scholar nominated to follow Kuroda as Bank of Japan chief

Kazuo Ueda has the difficult task of steering the world's third-largest economy out of a time of ultra-easy credit

Mélissa Gilbert of Beneva speaks at the Top des leaders in Montreal on Feb. 13, 2023

Quebec’s Top Leaders announced for 2022

Melissa Gilbert and others were honoured by Finance et Investissement

  • By: IE Staff
  • February 14, 2023 February 14, 2023
  • 10:15
Businessman remove one piece from jenga tower Risk management concept metaphor

Industry moves this week

TD Private Wealth, Raymond James Montreal branch among firms with new appointments

  • By: Katie Keir
  • February 10, 2023 February 10, 2023
  • 13:38
new label

Industry moves this week

Several changes occurred across asset management and wealth management

  • By: IE Staff
  • February 2, 2023 February 3, 2023
  • 15:40
words ESG on a wood block and Future environmental conservation and sustainable ESG modernization development by using the technology of renewable resources to reduce pollution and carbon emission.

CIFSC releases inaugural list of Canadian responsible investing funds

Nearly 400 funds have been classified under six responsible investing categories

City skyline at night

WCM honours 18 executive leaders

The award recipients will receive six months of individual executive coaching

  • By: IE Staff
  • January 30, 2023 January 30, 2023
  • 11:07
vintage microphones

Industry moves this week

Top-level shifts were announced at several major firms, including National Bank Financial, iA Financial Group and RBC Insurance

  • By: Katie Keir
  • January 27, 2023 January 27, 2023
  • 14:38
Stephan Bourbonnais headshot

Stephan Bourbonnais to lead wealth management at iA Financial Group

The head of iA Private Wealth takes over from Sean O’Brien

  • By: IE Staff
  • January 24, 2023 January 24, 2023
  • 13:05

Jean-Guy Desjardins returns as Fiera CEO

Jean-Philippe Lemay is stepping aside after one year in the job

  • By: IE Staff
  • January 23, 2023 January 23, 2023
  • 10:51
change direction

Industry moves this week

Changes include two business banking leadership shifts

  • By: Katie Keir
  • January 19, 2023 January 19, 2023
  • 15:08
Canadian 100 Dollar banknotes being printed

Bank of Canada appoints Nicolas Vincent as new deputy governor

Vincent will be a member of the governing council but will not hold other responsibilities

CIBC bank downtown

CIBC head of Canadian personal and business banking Laura Dottori-Attanasio retiring

Jon Hountalas to lead personal, business banking operations

FP Canada recognizes top performers of latest QAFP exam

The October sitting had 69 candidates

changes ahead sign

Executive moves this week

There have been several executive team successor appointments

  • By: Katie Keir
  • January 12, 2023 January 12, 2023
  • 14:01
new label

Industry moves this week

The Investment Funds Institute of Canada named its replacement for outgoing leader Paul Bourque

  • By: Katie Keir
  • January 5, 2023 January 5, 2023
  • 16:03
Close up of illuminated red movie theater armchair. Show concept. 3D Rendering

Industry moves this week

A variety of announcements were made