Old and new sign

Each week, Investment Executive summarizes notable moves across the financial industry. Here are the latest developments.

  • Kevin Gopaul left BMO Global Asset Management earlier this month “to pursue other opportunities.” Gopaul was president and chief commercial officer of BMO ETFs and BMO Global Asset Management, and long served as the public face of BMO GAM. His successor is Sara Petrcich, who is now head of BMO GAM’s ETF and structured solutions team. She brings to her new role role more than 20 years of experience in derivatives, structured products trading and counterparty credit risk, the bank said. Petrcich joined BMO in 2021 but has been in the industry for more than 25 years.
  • Michael Macdonald is now director of capital markets with Wellington-Altus Private Wealth Inc., and Nicole Warren has joined the firm as associate, capital markets. The firm’s capital markets team is new, according to an internal memo from earlier this month. The pair came from Richardson Wealth, where Macdonald held various roles over the past six years, while Warren was an associate with equity capital markets for three years. They will now handle “the syndication and capital markets functions” for Wellington-Altus.
  • Michael Morrow and Faith Macey have joined IG Wealth Management as consultants in Thunder Bay, Ont. Morrow has run Morrow Financial Inc. for nearly 35 years.
  • Kenneth Murray has become senior vice-president, business development, with CFO Capital. Murray has more than 30 years of experience in commercial banking with CIBC.

If you know of other people moves in the financial industry and/or would like us to consider your announcement, email Katie Keir at katie@newcom.ca.