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Industry moves this week

Updates were made to various industry boards

announcement

Catherine Wood named chair of Advocis board

The Coast Capital Savings executive takes over from Rob Eby

  • By: IE Staff
  • July 19, 2022 July 19, 2022
  • 10:23
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Executive moves this week

Several moves have occurred, including new head of Canada for T. Rowe Price

Paul Holba is the new chief investment officer for Empire Life Investments Inc.

New chief investment officer at Empire Life

Holba joined Empire Life Investments in 2009 and previously served as vice-president, retail distribution

  • By: IE Staff
  • July 4, 2022 July 4, 2022
  • 14:34
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IFIC CEO to retire this year

Paul Bourque has helmed the Investment Funds Institute of Canada since 2016

  • By: IE Staff
  • June 30, 2022 June 30, 2022
  • 10:48
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Executive moves this week

Industry veterans are taking on new roles, including Andrew Kriegler with the forthcoming new SRO and Morningstar's Michael Jantzi

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Industry moves this week

Across multiple industry segments, shifts have occurred

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Energy sector powers this year’s Russell index reconstitution

Energy is the industry with the highest number of companies moving up from the Russell 2000 to the Russell 1000

announcement

Industry moves this week

Multiple shifts occurred across various market segments

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WCM recognizes 18 leaders for diversity efforts

Creating more flexible and inclusive workplaces is critical, said WCM CEO Lara Zink

  • By: IE Staff
  • June 6, 2022 June 6, 2022
  • 11:56
change direction

Industry moves this week

Across all segments of the industry, advisor and management shifts are taking place

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Industry moves this week

Across the industry, there were retirement announcements and an advisor move

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New CEO for Manulife Canada

Naveed Irshad will succeed Michael Doughty

  • By: IE Staff
  • May 25, 2022 May 25, 2022
  • 14:01
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Industry moves this week

A roundup of the latest advisor and executive moves

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FP Canada names top 3 CFP exam writers

The certification body’s latest President’s List honoured February candidates

  • By: IE Staff
  • May 19, 2022 May 19, 2022
  • 10:56
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Conservative debate: Poilievre promises to fire Macklem

The leadership candidate took aim at the central bank's role in rising inflation

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Executive moves this week

Across big banks and independent firms, many shifts are occurring

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Carte Wealth appoints new president

Maria Jose Flores was named the firm's president on May 3, and she plans to take the dealer to $50B in AUA

More traditional finance professionals shifting to crypto as sector grows up

High-profile hires have helped to erode some of the stigma around the space

announcement

BMO Private Wealth names leadership duo

Meghan Meger and Geoff Newton will take over as co-heads of BMO Private Wealth in Canada next month

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Executive moves this week

Appointments were made at two of the Big Six banks; AIMCo hires its first CTO

  • By: Katie Keir
  • April 29, 2022 April 29, 2022
  • 15:09
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BMO Private Investment Counsel appoints new chief strategist

Brent Joyce has been hired as chief investment strategist and managing director of BPIC

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Brainard wins Senate confirmation to be Fed’s vice chair

Financial markets expect the Fed to keep raising rates to a range of 2.5% to 2.75% by the end of this year

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Executive moves this week

Multiple firms made announcements, plus BMO's Auerbach released a long-awaited retirement note

  • By: Katie Keir
  • April 22, 2022 April 22, 2022
  • 14:02
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Executive moves this week

A broad range of appointments were made