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Crowded boardroom

Andrew Marsh appointed to Wellington-Altus board

In other news, two advisor teams joined Richardson Wealth's new Victoria-based office

  • By: Katie Keir
  • November 30, 2023 November 30, 2023
  • 06:01
vintage microphones

Industry moves: Karl Cheong has left First Trust Portfolios Canada

Other developments this week include cuts at Manulife and several advisor team moves

  • By: IE Staff
  • November 15, 2023 November 16, 2023
  • 13:15
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Industry moves this week

Two wealth groups left Richardson Wealth, plus other notable moves across financial services

  • By: Katie Keir
  • November 9, 2023 November 10, 2023
  • 13:48

Duane Green leaves Franklin Templeton

Andrew Ashton takes over as chairman

a woman entering a door of unknown mystery

Industry moves this week

Multiple industry veterans made changes, plus Richardson Wealth's John Horwood retired

  • By: Katie Keir
  • November 3, 2023 November 3, 2023
  • 13:44
blurred lights on stage, drama theatre show background

Financial services leaders honoured by Women’s Executive Network

Women in banking and insurance received recognition

  • By: IE Staff
  • October 30, 2023 October 31, 2023
  • 16:19
Meghan Meger

Meghan Meger appointed sole head of BMO Private Wealth Canada

Geoff Newton, who had been co-head of BMO Private Wealth Canada since June 2022, has departed

Businessman remove one piece from jenga tower Risk management concept metaphor

Industry moves this week

Laurentian Bank has announced further executive shifts following its leadership change earlier this month

  • By: Katie Keir
  • October 11, 2023 October 12, 2023
  • 16:08

Industry moves this week

Abraham Tachjian stays on as Canada's open banking lead, plus Laurentian Bank changes leadership

  • By: Katie Keir
  • October 4, 2023 October 4, 2023
  • 12:53
Modern office building close up in sunlight

Laurentian Bank appoints new CEO after computer mainframe outage

The computer issue comes only weeks after Laurentian completed a strategic review without a deal to sell the bank

vintage microphones

Industry moves this week

RBC Investor Services has a new CEO, and changes arise from iA Financial Group's capital markets restructuring

  • By: Katie Keir
  • September 28, 2023 September 29, 2023
  • 15:36

So you want to start a podcast

Two portfolio managers explain why their podcast has run successfully for more than five years

  • By: Melissa Shin
  • September 25, 2023 September 25, 2023
  • 16:12

Industry moves this week

IFIC elected board members and some well-known names received promotions

  • By: Katie Keir
  • September 22, 2023 September 22, 2023
  • 14:44
plan idea

Industry moves this week

Head of Advocis resigns, and other industry moves

  • By: Katie Keir
  • September 13, 2023 September 13, 2023
  • 16:24

Manulife veteran to lead iA Clarington Investments

Plus, new leadership at Women in Capital Markets and a new executive at Horizons

  • By: Katie Keir
  • September 5, 2023 September 5, 2023
  • 09:00
Old and new sign

Industry moves this week

Alongside Kevin Gopaul's recent exit from BMO GAM are advisor and senior-level moves

  • By: Katie Keir
  • August 30, 2023 August 30, 2023
  • 11:26
Sara Petrcich, BMO GAM

Kevin Gopaul leaves BMO GAM

Sara Petrcich is now head of the ETF and structured solutions team

Cropped shot of unrecognizable businesspeople sitting and writing notes in a book while in the office during the day

FP Canada names top CFP exam writers from May

A total of 406 people wrote the exam

  • By: IE Staff
  • August 17, 2023 August 17, 2023
  • 12:52
new memo employee appointment notice promotion

Jordy Chilcott joins Manulife Investment Management

Plus, other people moves across the financial industry

  • By: Katie Keir
  • August 15, 2023 August 14, 2023
  • 07:30
Adirondack chairs at shore of Lake of Two Rivers, Ontario

How to improve your out-of-office messages

The point of a vacation auto-reply is to let the receiver know exactly how to proceed in your absence

Black female boss leading corporate multiracial team meeting talking to diverse businesspeople, african american woman executive discussing project plan at group multi-ethnic briefing in boardroom

Tips for leading an advisory team

Leaders need to build a sense of community on their teams and ensure members feel valued

man opening curtain to reveal something

More industry moves this week

Wellington-Altus changes take shape, plus other industry announcements

  • By: Katie Keir
  • August 4, 2023 August 4, 2023
  • 11:04

Industry moves this week

Associations, hedge funds and wealth management firms all made new appointments

  • By: Katie Keir
  • August 1, 2023 August 1, 2023
  • 14:41
Horn speaker for public relations sign symbol, vintage color - sun with blue sky

Wellington-Altus president Jordy Chilcott leaving firm

His departure, effective July 31, has kickstarted other executive shifts

changes ahead sign

New global wealth leadership for Scotiabank

The transition for Scotiabank will be finalized as of Jan. 1, 2024