Raymond James appoints Montreal branch manager
Michol Haimson will focus on growing the private client group’s footprint in Montreal
- By: IE Staff
- April 30, 2019 October 11, 2019
- 11:29
Michol Haimson will focus on growing the private client group’s footprint in Montreal
Closed-end fund invests in companies focused streaming, digital content, cybersecurity, social networking, e-commerce and connectivity
The Securities and Futures Commission gives new three-year term to executive director
Craig Hayman was appointed to a two-year term
Site has access to 16 products from large insurers
Peter Anderson will leave the company no later than June 30, 2020
Ed Dodig is to replace Peter Lee, who will become executive vice-president of banking centres
The new global alternatives offering incorporates the firm’s existing private equity, real estate and real estate securities businesses
Most recently, Hallett was director, national sales at TriDelta Asset Management
Seizing new opportunities while preserving the culture of a firm founded in 1955
Matthew Latimer becomes the new executive director of the Federation of Mutual Fund Dealers as the industry faces numerous challenges
Paul Bowes will fill the newly created role
Technology is important, but understanding client needs begins with advisors, says Jeff Macoun
ETFs had net inflows of $1.3B in the same month
Christian Hensley is a former executive with CPPIB
The changes take effect today
But the Berkshire Hathaway CEO praised his potential successors after releasing his annual letter to shareholders
Eric Monteiro named chief client experience officer; Rowena Chan joins Sun Life from TD Wealth Financial Planning
Davis will lead U.S. fund research
The former MP will work in senior client coverage and business development
Four other executives and three advisors were honoured at FI’s annual gala event in Montreal
Brenda Trenowden receives OBE medal at Buckingham Palace
Oil and gold prices rise, fed goes dovish on rate hikes
Martha Moen brings an extensive background in retail banking, strategy, and wealth management
The former Wells Fargo exec has led global teams across all major asset classes