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Franklin Templeton appoints alternative strategies director

Shane Clifford will focus on global strategy and business development

  • October 2, 2018 October 2, 2018
  • 16:02
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Echelon Wealth appoints chief client officer

Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath

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IIROC announces board members for 2018-2019

Paul Allison of Raymond James elected chairman

  • By: IE Staff
  • September 26, 2018 September 26, 2018
  • 11:00
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Blake Goldring announces transition to executive chairman at AGF

Kevin McCreadie named CEO and Judy Goldring named president

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Fellow of FPSC 2018 nomination results announced

An investment industry veteran and a respected academic are recognized for their contributions to financial planning

  • By: IE Staff
  • September 25, 2018 September 26, 2018
  • 15:00
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Philanthropic Foundations Canada announces search for new CEO

Hilary Pearson plans to leave the organization in 2019

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Calgary wealth management team joins NBF

Jennifer Tozser’s team previously worked previously at CIBC Wood Gundy

FINRA Foundation awards 2018 Ketchum Prize to financial literacy expert

Annamaria Lusardi honoured for research to advance investor protection and financial capability

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CFO change on hold at Fiera

Donald LeCavalier has accepted an appointment with Transcontinental

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CSA names new secretary general

Laura Belloni succeeds Kim Lachapelle

  • September 17, 2018 September 18, 2018
  • 12:08
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New manager for Fidelity’s asset allocation products

David Tulk joins as portfolio manager for four products

  • By: IE Staff
  • September 13, 2018 September 14, 2018
  • 14:45
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Franklin Templeton chooses new CIO for fixed-income group

Sonal Desai will succeed Chris Molumphy at the end of the year

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Mackenzie adds to multi-asset strategies team

Alex Bellefleur joins as chief economist; Blair Ireland hired as portfolio manager

  • September 12, 2018 September 12, 2018
  • 15:30
Marche Bonsecours, Montreal

Fiera Capital names Donald LeCavalier as global chief financial officer

John Valentini appointed president and CEO of the firm’s private investments

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Warren Thomson to retire from Manulife

Scott Hartz promoted to chief investment officer

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Bank of England’s Carney extends term at helm to January 2020

The decision helps reduce one of the immediate uncertainties surrounding Brexit

  • By: Pan Pylas
  • September 11, 2018 September 11, 2018
  • 11:55
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Forstrong announces executive appointment

Robert Duncan name senior vice president, institutional strategy

Chateau Frontenac in Quebec city

IA names new chairman

Jacques Martin succeeds Jocelyne Bourgon.

  • September 7, 2018 September 7, 2018
  • 10:30
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Manulife names new head of investor relations

Adrienne O’Neill succeeds Robert Veloso

  • By: IE Staff
  • September 4, 2018 September 5, 2018
  • 17:15
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New chairman for OSC’s Investor Advisory Panel

Neil Gross has served on the Ontario Securities Commission’s IAP since November 2017

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Foresters Financial names new global CFO

Alvin Sharma moving to Foresters from Echelon

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Qualified Financial Services appoints president to lead growth

Fiona Cuddy joins the MGA from Canada Life

  • By: IE Staff
  • August 15, 2018 September 5, 2018
  • 16:25
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Wealth-management veteran joins Morneau Sheppell board

Kish Kapoor was formerly president of Wellington West and one of the founders of Assante

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Concentra expands executive team

Appointments aim to strengthen bank’s ability to drive growth

  • By: IE Staff
  • August 15, 2018 September 5, 2018
  • 13:55
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IA Financial chooses Pierre Miron to lead IT strategy

The appointment is in keeping with the company’s major shift to digital

  • By: IE Staff
  • August 13, 2018 September 5, 2018
  • 14:15