A steward of tradition
Seizing new opportunities while preserving the culture of a firm founded in 1955
- By: Richard Cloutier
- April 5, 2019 October 11, 2019
- 12:50
Latest news in People
Newsmaker: Art of problem solving
Matthew Latimer becomes the new executive director of the Federation of Mutual Fund Dealers as the industry faces numerous challenges
- By: Patricia Chisholm
- April 5, 2019 October 31, 2019
- 10:19
FTSE Russell names new chief for Canada
Paul Bowes will fill the newly created role
- By: James Langton
- April 3, 2019 October 11, 2019
- 15:48
Newsmaker: Great-West Life’s digital transformation
Technology is important, but understanding client needs begins with advisors, says Jeff Macoun
- By: Katie Keir
- March 8, 2019 October 31, 2019
- 15:13
In Canada, 23 ETFs launched in February
ETFs had net inflows of $1.3B in the same month
- By: IE Staff
- March 7, 2019 October 17, 2019
- 11:30
IMCO appoints senior managing director
Christian Hensley is a former executive with CPPIB
- By: IE Staff
- March 6, 2019 October 11, 2019
- 10:34
Scotia GAM makes three appointments
The changes take effect today
- By: IE Staff
- March 4, 2019 October 11, 2019
- 14:46
Buffett has no plans to retire
But the Berkshire Hathaway CEO praised his potential successors after releasing his annual letter to shareholders
- By: The Associated Press
- February 25, 2019 October 11, 2019
- 10:57
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 October 17, 2019
- 17:00
Morningstar veteran Christopher Davis moves to Strategic Insight
Davis will lead U.S. fund research
- By: IE Staff
- February 14, 2019 October 11, 2019
- 11:49
BMO Capital Markets hires Scott Brison
The former MP will work in senior client coverage and business development
- By: IE Staff
- February 14, 2019 October 11, 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 October 11, 2019
- 20:00
Halifax-born banker honoured by Prince William
Brenda Trenowden receives OBE medal at Buckingham Palace
- By: The Canadian Press
- February 1, 2019 October 11, 2019
- 16:11
Global markets, TSX get a boost
Oil and gold prices rise, fed goes dovish on rate hikes
- By: The Canadian Press
- January 30, 2019 October 31, 2019
- 16:46
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 October 11, 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 October 11, 2019
- 09:30
Jon Eaton joins Anchor Pacific
Portfolio manager named director of private client wealth
- By: IE Staff
- January 22, 2019 October 11, 2019
- 12:50
TD names new Pacific Region head
Andrew Cribb succeeds Mauro Manzi
- By: IE Staff
- January 22, 2019 October 11, 2019
- 12:30
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
- By: Fiona Collie
- January 21, 2019 October 31, 2019
- 00:15
Joe Canavan takes over as CEO of NEXT Canada
The investment industry veteran takes over from Sheldon Levy
- By: James Langton
- January 18, 2019 October 11, 2019
- 10:18
John Bogle dies aged 89
Founder of the Vanguard Group passes away
- By: The Associated Press
- January 16, 2019 October 11, 2019
- 18:24
Ex-Osler partner Blair Wiley joins Wealthsimple
Wiley will be general counsel and head of regulatory affairs
- By: IE Staff
- January 7, 2019 October 11, 2019
- 17:56
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 October 17, 2019
- 10:40
David Cheop named CEO of the Manitoba Securities Commission
Cheop was deputy director and secretary of the commission from 1986 to 1998
- By: James Langton
- December 14, 2018 November 13, 2019
- 16:15