Margaret Franklin named president and CEO of CFA Institute
Franklin is the first woman to hold the position
- By: IE Staff
- June 24, 2019 October 11, 2019
- 13:28
Franklin is the first woman to hold the position
The firm has also proposed a new portfolio manager for two funds
Stephen Smith joins three other inductees
Investment industry professionals receive recognition for outstanding achievement
New additions are the Atlantic office's second father-son tandem
The head of one of Canada's largest independent fund companies reflects on the evolution of mutual funds
ETF heavyweight Vanguard entered the Canadian mutual fund market last year. What's next?
Calgary and Ottawa advisors are runners up
Jason Panzer will lead the new U.S. fintech investment banking and advisory practice
The firm has named new heads of wealth in Toronto and Quebec
David Bonham died suddenly on the weekend
Rob Djurfeldt is no longer with the firm
The product looks to capitalize on demand for nuclear energy
Mark Evans will serve a three-year term as director
Gajan Kulasingam was formerly lead portfolio manager of Sentry Global Infrastructure Fund
Christopher Doll, vice president of ETF sales and strategy, is no longer with the firm
Firm announced the sale of its U.S. asset-management business in April as it shifts focus to life insurance
Jeff Marshall steps into the newly created role
Lynn Patterson will retire on July 19
Bai brings more than 25 years of industry experience to the role
Vanisha Sukdeo, a lawyer and academic, is director of policy research
Former IIROC executive Wendy Rudd has joined the CRTA
Four appointees were announced on Wednesday
Ray Kindiak has been appointed to a two-year term
Jenkins succeeds Michel Paradis in the role