Scotia GAM makes three appointments
The changes take effect today
- By: IE Staff
- March 4, 2019 October 11, 2019
- 14:46
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
Portfolio manager named director of private client wealth
Andrew Cribb succeeds Mauro Manzi
The new CEO of PWL is focused on embracing technology and bringing in young advisors to help the firm attract clients
The investment industry veteran takes over from Sheldon Levy
Founder of the Vanguard Group passes away
Wiley will be general counsel and head of regulatory affairs
The committee advises the CRA on strategies to combat offshore tax evasion and aggressive tax planning
Cheop was deputy director and secretary of the commission from 1986 to 1998
Sonia Baxendale succeeds Richard Nesbitt in top role at Global Risk Institute in Financial Services
Panel aims to help improve the experience of Canadians when they interact with the tax man
Moysey was a former president of CIBC and a former chairman and CEO of CI Mutual Funds
Matthew Latimer succeeds Sandra Kegie at the Federation of Mutual Fund Dealers
Travis Goldfeldt will take over lead manager duties from incoming Mawer president Craig Senyk
In addition to his current role as CEO, Peter Anderson will be appointed president of CI