Scotiabank appoints Raj Viswanathan as CFO
Sean McGuckin announces retirement
- By: IE Staff
- October 30, 2018 October 11, 2019
- 17:28
Sean McGuckin announces retirement
Miereille Laroche will lead the agency’s service transformation agenda
Bains was recognized for her work in advancing policy issues related to the indigenous peoples and advocacy for women in leadership positions in wealth management
Five executives recognized as industry trailblazers
Anthony Layton will continue to play an important role as chairman
Financial industry veteran Peter Routledge appointed for five-year term
Jeff Macoun named president and COO, Canada
Kanesh Lakhani succeeds Jayne Sutcliffe
Edmond Walters previously served as CEO and founder of eMoney Advisor
Andrew Kemp succeeds Mike Robinson
Surjit Rajpal and Gilles Ouellette will retire in 2019
Jacques Lussier receives award for his outstanding contribution to CFA Institute education programs
Kristin Ramlal will receive the award at the Distinguished Advisor Conference in Quebec City in November
Shane Clifford will focus on global strategy and business development
Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath
Paul Allison of Raymond James elected chairman
Kevin McCreadie named CEO and Judy Goldring named president
An investment industry veteran and a respected academic are recognized for their contributions to financial planning
Hilary Pearson plans to leave the organization in 2019
Jennifer Tozser’s team previously worked previously at CIBC Wood Gundy
Annamaria Lusardi honoured for research to advance investor protection and financial capability
Donald LeCavalier has accepted an appointment with Transcontinental
Laura Belloni succeeds Kim Lachapelle
David Tulk joins as portfolio manager for four products
Sonal Desai will succeed Chris Molumphy at the end of the year