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
Latest news in People
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
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
- By: Melissa Shin
- November 7, 2023 November 7, 2023
- 12:27
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
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 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
- By: Melissa Shin
- October 25, 2023 October 25, 2023
- 16:15
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
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
- By: Ian Bickis, The Canadian Press
- October 2, 2023 October 2, 2023
- 15:35
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
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
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
Kevin Gopaul leaves BMO GAM
Sara Petrcich is now head of the ETF and structured solutions team
- By: Melissa Shin
- August 18, 2023 November 10, 2023
- 15:28
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
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
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
- By: Todd Humber
- August 14, 2023 August 14, 2023
- 16:45
Tips for leading an advisory team
Leaders need to build a sense of community on their teams and ensure members feel valued
- By: Todd Humber
- August 4, 2023 August 4, 2023
- 15:12
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
Wellington-Altus president Jordy Chilcott leaving firm
His departure, effective July 31, has kickstarted other executive shifts
- By: Katie Keir
- July 26, 2023 July 26, 2023
- 09:00
New global wealth leadership for Scotiabank
The transition for Scotiabank will be finalized as of Jan. 1, 2024
- By: Katie Keir
- July 24, 2023 July 24, 2023
- 11:54