Industry moves this week
Appointments ranged from board changes to a promotion within the Order of Canada
- By: Jonathan Got
- July 4, 2024 July 5, 2024
- 12:08
Appointments ranged from board changes to a promotion within the Order of Canada
Many leading women in the industry have taken on new roles
A mix of executives and advisors have landed at new firms
Several industry veterans take on new roles, across a mix of firms
The new iAPW advisors will continue their training and systems conversion this summer
And Richardson Wealth snags a $500M team from TD
A mix of retirements and board appointments
Notable news comes from banking, and a new leader joins Sterling Mutuals
Friends, colleagues remember him as an innovator who was dedicated to his field
A mix of retirements and firm expansions, alongside RBC's termination notice
Plus, changes at IG Wealth and CIBC Mellon
Economist's findings helped advisors understand that people often make irrational decisions
Fraser will enhance platform features, continue European expansion, provide talent opportunities
A new CFO for Sun Life Financial, plus a newly created growth-focused role within ScotiaMcLeod
She will oversee enterprise strategy, procurement, corporate real estate, climate and the chief data office
A variety of moves occurred across several industry areas
Other major top-level shifts have occurred at CIBC and the Ontario Securities Commission
The new Federation of Independent Dealers named its 2024 board leader and future focus
Alongside BMO Private Wealth's leadership shift were several other veteran and advisor announcements
Meghan Meger announces her retirement as Maarten Jansen, Craig Meeds and Martha Moen join the firm
Two people departed from Scotiabank, including veteran executive Jake Lawrence
Meeds had been head of investment management practices and wealth insurance services since 2018
New firm Delisle Advisory Group named a COO, plus more executive and advisor shifts
Leslie Byberg will oversee enforcement as the regulator looks for a new director
Alongside Macoun's pending exit from Canada Life were changes at Wellington-Altus, Broadridge Financial and more