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FTSE Russell names new chief for Canada

Paul Bowes will fill the newly created role

Newsmaker: Great-West Life’s digital transformation

Technology is important, but understanding client needs begins with advisors, says Jeff Macoun

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In Canada, 23 ETFs launched in February

ETFs had net inflows of $1.3B in the same month

  • By: IE Staff
  • March 7, 2019 April 15, 2019
  • 11:30

IMCO appoints senior managing director

Christian Hensley is a former executive with CPPIB

  • By: IE Staff
  • March 6, 2019 April 15, 2019
  • 10:34
Bank of Nova Scotia, Toronto, On

Scotia GAM makes three appointments

The changes take effect today

  • By: IE Staff
  • March 4, 2019 April 15, 2019
  • 14:46
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Buffett has no plans to retire

But the Berkshire Hathaway CEO praised his potential successors after releasing his annual letter to shareholders

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Sun Life strengthens focus on clients

Eric Monteiro named chief client experience officer; Rowena Chan joins Sun Life from TD Wealth Financial Planning

  • By: IE Staff
  • February 19, 2019 April 15, 2019
  • 17:00

Morningstar veteran Christopher Davis moves to Strategic Insight

Davis will lead U.S. fund research

  • By: IE Staff
  • February 14, 2019 April 15, 2019
  • 11:49
Scott Brison

BMO Capital Markets hires Scott Brison

The former MP will work in senior client coverage and business development

  • By: IE Staff
  • February 14, 2019 April 15, 2019
  • 09:35

Jean-François Chalifoux: 2018 Quebec Financial Personality of the Year

Four other executives and three advisors were honoured at FI’s annual gala event in Montreal

  • By: IE Staff
  • February 5, 2019 April 15, 2019
  • 20:00
Manulife Asset Management sets eyes on European growth

Halifax-born banker honoured by Prince William

Brenda Trenowden receives OBE medal at Buckingham Palace

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Global markets, TSX get a boost

Oil and gold prices rise, fed goes dovish on rate hikes

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Concentra Bank names new head of Concentra Trust

Martha Moen brings an extensive background in retail banking, strategy, and wealth management

  • By: IE Staff
  • January 25, 2019 April 15, 2019
  • 16:15

Kristi Mitchem named new CEO of BMO GAM

The former Wells Fargo exec has led global teams across all major asset classes

  • By: IE Staff
  • January 23, 2019 April 15, 2019
  • 09:30
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Jon Eaton joins Anchor Pacific

Portfolio manager named director of private client wealth

  • By: IE Staff
  • January 22, 2019 April 15, 2019
  • 12:50
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TD names new Pacific Region head

Andrew Cribb succeeds Mauro Manzi

  • By: IE Staff
  • January 22, 2019 April 15, 2019
  • 12:30
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Newsmaker: A place for independents

The new CEO of PWL is focused on embracing technology and bringing in young advisors to help the firm attract clients

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Joe Canavan takes over as CEO of NEXT Canada

The investment industry veteran takes over from Sheldon Levy

John Bogle dies aged 89

Founder of the Vanguard Group passes away

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Barclays Canada names new head of financial institutions group

Jacquelyn Titus will enable the Britain-based bank to expand its focus on Canada’s financial services industry

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Ex-Osler partner Blair Wiley joins Wealthsimple

Wiley will be general counsel and head of regulatory affairs

  • By: IE Staff
  • January 7, 2019 April 15, 2019
  • 17:56
Gold coins on island with palm trees

Tax scholars join CRA’s offshore compliance advisory committee

The committee advises the CRA on strategies to combat offshore tax evasion and aggressive tax planning

  • By: IE Staff
  • December 17, 2018 April 15, 2019
  • 10:40
Manitoba Legislative Building in Winnipeg, Manitoba, Canada

David Cheop named CEO of the Manitoba Securities Commission

Cheop was deputy director and secretary of the commission from 1986 to 1998

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GRI appoints new president and CEO

Sonia Baxendale succeeds Richard Nesbitt in top role at Global Risk Institute in Financial Services

  • By: IE Staff
  • December 14, 2018 April 15, 2019
  • 15:00
hand grabbing money bag

CRA names members of external advisory panel on service

Panel aims to help improve the experience of Canadians when they interact with the tax man

  • By: IE Staff
  • December 14, 2018 April 15, 2019
  • 11:15