DAC announces 2018 young advisor award winner
Kristin Ramlal will receive the award at the Distinguished Advisor Conference in Quebec City in November
- By: Anne-Marie Vettorel
- October 3, 2018 October 17, 2019
- 14:47
Latest news in People
Franklin Templeton appoints alternative strategies director
Shane Clifford will focus on global strategy and business development
- October 2, 2018 October 17, 2019
- 16:02
Echelon Wealth appoints chief client officer
Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath
- By: Anne-Marie Vettorel
- October 2, 2018 October 30, 2019
- 14:00
IIROC announces board members for 2018-2019
Paul Allison of Raymond James elected chairman
- By: IE Staff
- September 26, 2018 November 13, 2019
- 11:00
Blake Goldring announces transition to executive chairman at AGF
Kevin McCreadie named CEO and Judy Goldring named president
- By: Anne-Marie Vettorel
- September 26, 2018 October 17, 2019
- 10:30
Fellow of FPSC 2018 nomination results announced
An investment industry veteran and a respected academic are recognized for their contributions to financial planning
- By: IE Staff
- September 25, 2018 October 17, 2019
- 15:00
Philanthropic Foundations Canada announces search for new CEO
Hilary Pearson plans to leave the organization in 2019
- By: Anne-Marie Vettorel
- September 25, 2018 October 11, 2019
- 11:00
Calgary wealth management team joins NBF
Jennifer Tozser’s team previously worked previously at CIBC Wood Gundy
- By: Anne-Marie Vettorel
- September 21, 2018 October 17, 2019
- 14:15
FINRA Foundation awards 2018 Ketchum Prize to financial literacy expert
Annamaria Lusardi honoured for research to advance investor protection and financial capability
- By: James Langton
- September 21, 2018 October 11, 2019
- 13:45
CFO change on hold at Fiera
Donald LeCavalier has accepted an appointment with Transcontinental
- By: Anne-Marie Vettorel
- September 21, 2018 October 17, 2019
- 10:30
CSA names new secretary general
Laura Belloni succeeds Kim Lachapelle
- September 17, 2018 November 13, 2019
- 12:08
New manager for Fidelity’s asset allocation products
David Tulk joins as portfolio manager for four products
- By: IE Staff
- September 13, 2018 October 17, 2019
- 14:45
Franklin Templeton chooses new CIO for fixed-income group
Sonal Desai will succeed Chris Molumphy at the end of the year
- By: Anne-Marie Vettorel
- September 13, 2018 October 11, 2019
- 12:50
Mackenzie adds to multi-asset strategies team
Alex Bellefleur joins as chief economist; Blair Ireland hired as portfolio manager
- September 12, 2018 October 17, 2019
- 15:30
Fiera Capital names Donald LeCavalier as global chief financial officer
John Valentini appointed president and CEO of the firm’s private investments
- By: Anne-Marie Vettorel
- September 12, 2018 October 17, 2019
- 14:04
Warren Thomson to retire from Manulife
Scott Hartz promoted to chief investment officer
- By: Anne-Marie Vettorel
- September 12, 2018 October 17, 2019
- 11:45
Bank of England’s Carney extends term at helm to January 2020
The decision helps reduce one of the immediate uncertainties surrounding Brexit
- By: Pan Pylas, The Associated Press
- September 11, 2018 October 11, 2019
- 11:55
Forstrong announces executive appointment
Robert Duncan name senior vice president, institutional strategy
- By: Anne-Marie Vettorel
- September 11, 2018 October 17, 2019
- 10:59
IA names new chairman
Jacques Martin succeeds Jocelyne Bourgon.
- September 7, 2018 October 17, 2019
- 10:30
Manulife names new head of investor relations
Adrienne O’Neill succeeds Robert Veloso
- By: IE Staff
- September 4, 2018 October 11, 2019
- 17:15
New chairman for OSC’s Investor Advisory Panel
Neil Gross has served on the Ontario Securities Commission’s IAP since November 2017
- By: James Langton
- August 24, 2018 November 13, 2019
- 12:25
Foresters Financial names new global CFO
Alvin Sharma moving to Foresters from Echelon
- By: James Langton
- August 24, 2018 October 11, 2019
- 10:50
Qualified Financial Services appoints president to lead growth
Fiona Cuddy joins the MGA from Canada Life
- By: IE Staff
- August 15, 2018 October 11, 2019
- 16:25
Wealth-management veteran joins Morneau Sheppell board
Kish Kapoor was formerly president of Wellington West and one of the founders of Assante
- By: James Langton
- August 15, 2018 October 11, 2019
- 15:19
Concentra expands executive team
Appointments aim to strengthen bank’s ability to drive growth
- By: IE Staff
- August 15, 2018 October 17, 2019
- 13:55